BSBATSIW515
Secure funding


Application

This unit describes the skills and knowledge required to locate funding sources, make submissions and lobby to maximise the organisation’s chances of securing funds for its activities.

It applies to individuals responsible for monitoring and guiding the activities of the organisation and securing funding for it to be able to undertake these activities.

No licensing, legislative or certification requirements apply to this unit at the time of publication.


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Identify and contact funding bodies

1.1 Identify and investigate mainstream and Aboriginal and Torres Strait Islander funding sources

1.2 Gather information about potential funding bodies’ priorities, key areas and expected outcomes

1.3 Clearly explain organisational funding requirements to potential funding bodies

2 Prepare case for funding

2.1 Form team to oversee funding submission

2.2 Delegate tasks to staff if appropriate

2.3 Determine if consultant services should be engaged to provide technical assistance preparing case for funding

2.4 Ensure a proposal is prepared that meets funding body’s objectives, criteria and submission requirements

2.5 Ensure all existing financial obligations with respect to the funding body are up-to-date

3 Promote case for funding

3.1 Use networks to lobby funding body where appropriate

3.2 Seek representation with funding body if necessary

3.3 Advise key people of progress and outcome of submission

4 Appeal if necessary

4.1 Identify relevant appeal authorities and procedures for funding bodies

4.2 Determine whether an appeal should be made if funding submission is unsuccessful

4.3 Use the appeal system if required

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill

Performance

Criteria

Description

Reading

1.1, 1.2, 2.4, 2.5, 4.1

Interprets textual information obtained from a range of sources and determines how content may be applied to individual and organisational requirements

Writing

1.1-1.3, 2.4, 2.5, 3.3

Integrates information from a number of sources and develops content that support purposes and format of the material using grammatical structure and clear and logical language

Oral Communication

1.3, 2.1, 2.2, 3.1-3.3

Participates in a variety of culturally appropriate spoken exchanges to work cooperatively with staff and key stakeholders

Applies relevant listening skills to ensure views of all relevant stakeholders are heard and treated with respect

Numeracy

1.1-1.3, 2.4, 2.5

Selects and interprets familiar mathematical information to evaluate statistical data, financial obligations and funding requirements

Navigate the world of work

2.4, 2.5

Monitors adherence to organisational policies and procedures and considers own role in terms of its contribution to broader goals of wider environment

Interact with others

1.3, 2.1, 2.2, 3.1-3.3, 4.3

Actively identifies requirements of important communication exchanges, selecting appropriate channels, format, tone and content to suit purpose and audience

Recognises importance of building rapport with people from diverse backgrounds to establish effective teams and other working relationships

Looks for the strengths in others and finds ways to work with and build on these, sharing own knowledge and experience freely

Get the work done

1.1, 1.2, 2.2, 2.3, 4.1-4.3

Organises time and effort around priorities, results and realistic timeframes

Begins to recognise importance of other stakeholders throughout the planning process and is learning to clarify goals and methodology with others, maintain communication and manage expectations and understanding

Uses systematic, analytical processes in complex, non-routine situations, setting goals, gathering relevant information and identifying and evaluating options against agreed criteria

Uses ideas proposed by others as provocations and stepping stones to new perceptions and ideas


Sectors

Regulation, Licensing and Risk – ATSI Governance