Wbl Compliance Coordinator Esf

The purpose of the role is to implement and monitor robust and efficient compliance
for the full WBL portfolio. This will include the development and updating of
procedures, protocols and policies accordingly ensuring that External requirements
are met.

**Key Responsibilities**
**and Accountabilities**:
**Overview of The Role**

Work Based Learning (WBL) forms a significant part of the University commercial
portfolio and includes the development of CPD short courses in addition to degree
apprenticeships. This post is part of the WBL team within the Enterprise and
Innovation Directorate and plays a key role in ensuring compliance within the ESF
portfolio.

role successfully the post holder will be required to work under their own initiative and
will be expected to work with both internal and external stakeholders to ensure all
documentation and paperwork is administrated, stored and completed in line with
requirements e.g. apprenticeship contracts, set up of delivery partners and data
capture.

**Responsibilities/key duties**
- Establish financial administration and compliance processes in line with

requirements of external regulatory bodies.
- Maintain and monitor budget information and financial records for the project

using the Universities systems and procedures.
- Manage the co-ordination, monitoring, review, development and maintenance of

systems and documentation as required by regulatory bodies.
- Provide detailed monthly management information to assess performance within

against WBL projects including pipeline tracking, marketing activity, enrolments,
progression and completion data.
- Ensure all polices both internal and external WBL provision are adhered to.
- Analyse data from a range of sources to ensure completeness, accuracy and
- eligibility by reference to regulatory bodies.- Support the planning, organisation and preparation for internal and external

project audits.
- Manage all electronic and paper systems to ensure efficiency, transparency and

comprehensive data management.
- Track, monitor and raise project codes, invoices, purchase orders and establish

budget tracking documents relating to the WBL provision.
- Develop and maintain a central system of electronic and paper records as

required.
- Manage processes for the utilisation of external suppliers and ATs, raising

contracts and letters of agreement (using approved templates or University
systems).
- Contribute to the strategy for the development and distribution of feedback and

evaluation for the WBL portfolio.
- Manage the contract process with support from WBL Assistants (ESF) including

sign off, record keeping and maintenance of information.
- Manage and ensure compliance with GDPR regulations and ensure policies are

adhered to.
- Work closely with colleagues within the University finance team to ensure

accurate/timely income and expenditure recognition.
- Collate, compile and assess information and data to support improvement in

practices and procedures and to ensure accuracy of data returns.
- Manage and report on the tracking of student numbers/recruitment across the

WBL portfolio.
- Undertake any other duties which are deemed commensurate with the post that

will contribute to the effective and efficient implementation of the WBL portfolio.
**Special**
**Circumstances**:
The role holder is required to have a flexible approach to working arrangements as
and when appropriate. The ability to take holidays may be restricted at certain times
dependent upon business demand.

University of Sunderland
**Role Profile**
Part 2

**Part 2A: Essential and Desirable Criteria**

**Essential**

**Qualifications and Professional Memberships**:

- Educated to degree level or equivalent experience

**Knowledge and Experience**:

- Experience of successfully managing systems, processes and projects within or
- across complex organisations- High level of accuracy
- Experience of providing management information to a range of stakeholders
- Demonstrable record of building productive relationships with both internal and
- external stakeholders- Numerate with strong analytical, budgeting and administrative skills
- High level of influencing skills
- excel- Experience of maintaining office systems
- Financial reporting skills
- Ability to develop and maintain complex spreadsheets

**Desirable**

**Qualifications and Professional Memberships**:

- n/a

**Knowledge and Experience**:
**_ _**:

- Understanding of the ESFA apprenticeship funding rules- Extensive experience of the Higher Education Sector and commercial activity
- within the sector e.g. training, CPD and/or apprenticeships- Experience of University systems and reporting including SITs

**Part 2B: Key Competencies**
**Competencies are**
**assessed at the**
**interview/selection**
**testing stage
**Date Completed: December 2021