Portfolio Manager: Project Development and Funding - - South Africa

Purpose of the role: The main purpose of the Portfolio Manager is to secure and facilitate the implementation of Social Housing projects that comply with the grant requirements and achieve the organisation's housing development mandate and targets. Key stakeholders the Project Development and Funding Executive will engage with are: • Grant Funding Committees (such as TEC and Investment Committee) • CEO • Projects Development and Funding Executive • CAR Business Unit • SDT Business Unit • Social Housing Institutions • ODAs • Financiers • Provincial and Local Government • Government Departments • Consultants • Contractors • Public Stakeholders • Senior Management • Public Sector Key Performance Areas: Portfolio Management Planning: Participate in the development of the strategically aligned Annual Performance Plan (APP) by the agreed deadline through providing inputs into the development of a plan that delivers the strategic objectives, aligning organisational resources with plan deliverables and managing the implementation of the agreed deliverables by the agreed deadlines. Contribute to the development of the Unit operational plan by providing input as required. Resolve challenges hindering or threatening the successful achievement of the deliverables by monitoring performance, identifying areas of risk or challenges being faced and addressing these within agreed challenge resolution timelines. Communicate the APP and operations plan with relevant stakeholders through formal and informal discussions and presentations by agreed timelines. Monitor, assist, engage and drive initiatives and interventions with relevant stakeholders towards the achievement of relevant provincial (allocated provinces) social housing targets as outlined in MTSF and APP targets. Attend relevant Provincial Steering Committees. SHI and ODA Engagement: Establish and build relationships with Social Housing Institutions and Other Delivery Agents (Private Developers) by developing relationships that are able to deliver on the defined development targets annually and quarterly. Establish and build relationships with key stakeholders to support securing and delivery of project opportunities by identifying key decision makers and implementers, building healthy and mutually supportive and responsible relationships. Identify opportunities and potential partnerships to support plans and contracts. Maintain the integrity of the organisation's single-point-of-contact service approach by managing all contracts from inception to tenant move-in, communicating project packaging progress and requirements, resolving stakeholder queries and issues and providing guidance and advice (when appropriate) as required and at all times. Address and resolve stakeholder issues through investigations, providing feedback and resolving issue within defined standards. Identify and communicate relevant opportunities and innovations that support stakeholders and resolve impediments hindering successful project initiation or establishing of partnerships and disseminating as approved and agreed within defined standard and quarterly at least. Project Packaging and Deal Structuring: Applicant/Project Assessment Evaluate project application by conducting a pre-feasibility assessment and determining the ability to meet minimum investment criteria (grant requirements) as required. Technical Feasibility and Financial Viability Evaluate the project, gathering all required data to complete the technical feasibility assessment Complete the financial viability model, review the viability of the project to ensure that it meets qualifying parameters and identify risks of application within defined standard. Monitor property market indicators by evaluating market trends, identifying impacts on the application and applying insights to feasibility assessment within defined standard. Mitigate risks when structuring deals (projects) by developing and recommending funding structures (Debt and Equity structures). Preparation and recommendation of deals for Technical Evaluation Committee consideration within set deadlines. Grant Engage with client and conduct first stage discussions regarding grant evaluation findings vs client requirements and structure deals based on recommendations, feasibility and agreed way forward (post client negotiation) by deadline in line with the grant funding agreements. Work with Project Accreditation and hand over findings to conduct TEC and council approvals process. Project Implementation: Grant Proposal Develop the internal grant proposal that complies with organisation’s Grant Allocation policy by collating information into grant application, providing comment, input and support of proposed application for approval to the TEC and addressing any additional requirements as necessary. Maintain regular communication of progress and decisions with applicant by tracking feedback and communicating within defined standards. Project Packaging and Market Expertise Maintain expertise in property markets and development opportunities, grant application requirements, financial structuring and applicants by conducting research and analysis, investigating areas of concern and communicating with colleagues on a regular basis. Administration Maintain comprehensive and complete records of all grant applications and project progress from initiation to tenant move-in by completing documentation, filing and updating as per information and document management policy daily. Manage that all applications meet requirements by maintaining expertise, checking all submitted documentation and engaging with clients to address gaps before applications are submitted and throughout the application and project process. Manage the implementation of projects in terms of the signed Grant Funding Agreements by managing that project plans are developed, tracking delivery to project plans, achievement of conditions precedent and financial closure conditions, coordinating payment of grant drawdowns, collecting and checking of documentation and managing overall delivery of project in line with grant requirements daily. Manage project performance by projecting cash flows, project milestones and monitoring performance, identifying areas of non-performance and implementing corrective action, as required. Prepare regular projects reports yielding project status updates. Attend project meetings as required. Manage that project developments are delivered to defined standards by scheduling Project Review Consultant (PRC) project reviews, evaluating findings from PRC reviews, tracking delivery against PRC requirements and managing that payments are paid when all project delivery requirements are complied with to standard and within deadlines. Portfolio Management Planning: Participate in the development of the strategically aligned Annual Performance Plan (APP) by the agreed deadline through providing inputs into the development of a plan that delivers the strategic objectives, aligning organisational resources with plan deliverables and managing the implementation of the agreed deliverables by the agreed deadlines. Contribute to the development of the Unit operational plan by providing input as required. Resolve challenges hindering or threatening the successful achievement of the deliverables by monitoring performance, identifying areas of risk or challenges being faced and addressing these within agreed challenge resolution timelines. Communicate the APP and operations plan with relevant stakeholders through formal and informal discussions and presentations by agreed timelines. Monitor, assist, engage and drive initiatives and interventions with relevant stakeholders towards the achievement of relevant provincial (allocated provinces) social housing targets as outlined in MTSF and APP targets. Attend relevant Provincial Steering Committees. Project Packaging and Deal Structuring: Applicant/Project Assessment Evaluate project application by conducting a pre-feasibility assessment and determining the ability to meet minimum investment criteria (grant requirements) as required. Technical Feasibility and Financial Viability Evaluate the project, gathering all required data to complete the technical feasibility assessment Complete the financial viability model, review the viability of the project to ensure that it meets qualifying parameters and identify risks of application within defined standard. Monitor property market indicators by evaluating market trends, identifying impacts on the application and applying insights to feasibility assessment within defined standard. Mitigate risks when structuring deals (projects) by developing and recommending funding structures (Debt and Equity structures). Preparation and recommendation of deals for Technical. Evaluation Committee consideration within set deadlines. Grant Engage with client and conduct first stage discussions regarding grant evaluation findings vs client requirements and structure deals based on recommendations, feasibility and agreed way forward (post client negotiation) by deadline in line with the grant funding agreements. Work with Project Accreditation and hand over findings to conduct TEC and council approvals process. Requirement: Qualifications/Knowledge (including most relevant field of study) Degree (NQF 7) or equivalent in Build environment or similar (Quantity Surveying, Civil Engineering etc.) Required computer literacy levels. Experience 5 years Built environment experience 5 years Finance or Financial compliance experience is preferred 3 years Project Management and Contract Management experience Apply Now

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Portfolio Manager: Project Development and Funding - South Africa

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