Faculty of Health Sciences Management Accounting Procurement - PowerPoint PPT Presentation

Faculty of Health Sciences  Management Accounting  Procurement

Faculty of Health Science Management Accounting Our Role  To provide financial, strategic, systems and operational perspective to shape the direction of the Faculty in alignment with the university objectives and the faculty’s strategic direction  Provide guidance on institutional alignment  Ensure adherence to statutory requirements  Assess risk  Strive for operational efficiencies across the unit

Faculty of Health Science Management Accounting

Management Accounting Senior Finance Officers Roles  First contact for HOD and departmental staff on GOB and non-GOB finance matters.  Assistance with GOB budget preparations and submissions.  Control, management and reporting on all GOB funds.  Assistance with budgeting for non-GOB projects.  Reporting on non-GOB projects including facilitation of audits if required.  Supported by Finance Officers situated at Faculty Office.

Faculty of Health Science Procurement Roles  Role is to provide efficient, accurate and cost effective purchasing service.  To adhere to UCT and External Funding Agencies policies and procedures  Procurement in line with appropriate authorisation procedures

Faculty of Health Sciences Management Accounting/Procurement Structures Management Accounting Procurement OMB & Red Cross Faculty Management Faculty Management Management Procurement Hub Faculty Procurement Hub Accounting Office Accounting Hub Accounting OMB Hub Departments Departments Departments Departments - Paediatrics - Allied Health Sciences - Paediatrics - Allied Health Sciences - Anesthesia and Perioperative - Public Health and Family - Anesthesia and - Public Health and Family Medicine Perioperative Medicine Medicine Medicine - Psychiatry & Mental Health - Psychiatry & Mental Health - Human Biology - Human Biology - Radiation Medicine - Radiation Medicine - Integrated Biomedical - Integrated Biomedical - Medicine - Medicine Sciences Sciences - Surgery - Surgery - Pathology - Pathology - Obstetrics & Gynecology - Obstetrics & Gynecology - Faculty Management - Faculty Management - Health Science Education - Health Science Education - Animal Unit - Animal Unit - Primary Health Care - Primary Health Care - Infectious Disease - Paediatrics Molecular Medic ine

Meet the Team – Faculty Office Eliza Hui- Finance Manager Desireé Esterhuizen- Management Accountant Leona Grobler- Assistant Management Accountant Zuraan Nagia- Assistant Management Accountant Allison Wright- Purchasing Supervisor

Meet the Team - Senior Finance Officers (SFO’s) Faculty/Medschool Old Main Building Hilmer Merckel Lesmaine de Vries Human Biology Medicine Animal Unit Primary Health Care Faculty Units Chantal Hugo Surgery Obstetrics & Gynaecology Psychiatry Nomahlubi Tinzi Health & Rehabilitation Joy Fuller Anaesthesia Public Health & Family Medicine Chantel Jones Radiation Pathology Paediatrics Health Sciences Education Integrated Biomedical Sciences Faculty Specific Projects Finance Officers (FO’s) Tracy Peters Odile Duminy Andile Makasi Kirsha Crowie

Management Accounting & Procurement Organogram FHS FINANCE ELIZA HUI MANAGMENT ACCOUNTING & PROCUREMENT Desireé Esterhuizen FACULTY PC10 FACULTY PC10 Asst Man Acct Assst Man Acct- Leona Grobler Zuraan Nagia MDN & PRI CHM/OBS & PRY PPH & PAT & IBS HUB & FME& ANU AHS & HSE Purchasing PC09 PC09 PC09 PC09 PC09 Supervisor PC09 Noma Tinzi LESMAINE DE VRIES CHANTAL HUGO JOY FULLER HILMER MERCKEL ALLISON WRIGHT PED & CEU Assistant Purchasing Assistant Purchasing Finance Officer PC09 Finance Officer Finance Officer Finance Officer Supervisor PC08 Supervisor PC08 PC08 CHANTAL JONES PC08 PC08 PC08 Cheryl Carolissen Eleanor Peters Kirsha Crowie Odile Duminy Tracy Peters(temp) ANDILE MAKAZI Procurement Clerk CLIENT FACING SFO’s X 6 Procurement Clerk Procurement Clerk Procurement Clerk PC07 Procurement Clerk Procurement Clerk Procurement Clerk PC07 PC07 PC07 NIEZAAM PC07 PC07 PC07 Denise Lesch SHANTEL LAKAY DEBBIE PAULSE Nonkuleko Mbalo MICHELE GOODMEN NAKERDIEN Denise Scheepers Procurement Clerk Procurement Clerk Procurement Clerk Procurement Clerk Procurement Clerk Procurement Clerk Procurement Clerk PC07 PC07 PC07 PC07 PC07 PC07 PC07 ASANDA NTUZI Luyanda DELENE MARTIN RENE HAUPT MAASHIA FELTON Portia Simon Veona Otto Nkondlwana Goods Receiving Goods Receiving Procurement Clerk PC06 PC06 PC07 CRAIG ADAMS Lehnnon Martin Marshe Jones MANAGEMENT ACCOUNTING SUPPORT TEAM X 7 Goods Receiving FACULTY CAMPUS (IDM AND NON-IDM) TEAM X 11 PC06 Patrick Madubela OMB AND RED CROSS TEAM X 9

Faculty of Health Science Management Accounting & Procurement Funding Source  Procurement: Purchasing Supervisors (3) 50% GOB 50% Research Procurement Clerks/Goods Receiving Officers (18) 52% GOB 48% Research  Management Accounting: 51% GOB 32% DHET(CTG) 16% NON GOB Cost Recovery

Faculty of Health Science Management Accounting KPI’s  Budget preparation and monitoring of Business Plans half annually  Preparation of Quarterly GOB reports with variance analysis and commentary.  Preparation of half annually Non GOB and investment reports  Preparation of CTG reports and annual audit  Preparation of JMS claim and annual audit  Preparation and SAP input of annual GOB budget including submission of required reports

Faculty of Health Science Management Accounting KPI’s cont.  Staff training ,development and recruitment to assist with retaining staff and improving performance  Assist and contribute to new systems development projects  To provide training sessions as required to internal stakeholders

Faculty of Health Science Procurement KPI’s  To procure goods and services as per allowed policies and procedures by purchase order or purchasing card  To receive and check goods as per order and completion of procurement process for payment of said goods and services.  Monthly and quarterly reports completed to track vendor and Pcard expenses and assist with payments of vendors.  Communicate changes and new policies and procedures to internal stakeholders

Faculty of Health Science Procurement KPI’s cont.  To provide training and information session for end users on forms and policies  Staff training ,development and recruitment to assist with retaining staff and improving performance  Assist and test new systems to improve efficiencies

Faculty of Health Science Management Accounting &Procurement Challenges  Staff vacancies due to experienced staff moving to higher posts or leaving UCT  Continual staff recruitment and training which is time consuming  Slow, non existences or improved systems to facilitate quick and informative reports or to reduced staff time by processes been manual.  Lack of adequate space for procurement staff which currently is having an impact on staff health & safety and morale.