Unit of competency details

BSBPUB503 - Manage fundraising and sponsorship activities (Release 1)

Summary

Releases:
ReleaseStatusRelease date
1 1 (this release)Current 25/Mar/2015

Usage recommendation:
Current
Mapping:
MappingNotesDate
Supersedes and is equivalent to BSBPUB503A - Manage fundraising and sponsorship activitiesUpdated to meet Standards for Training Packages 24/Mar/2015


Training packages that include this unit

Qualifications that include this unit

CodeTitleSort Table listing Qualifications that include this unit by the Title columnRelease
CUA60615 - Advanced Diploma of Screen and MediaAdvanced Diploma of Screen and Media 
CUA60213 - Advanced Diploma of Live Production and Management ServicesAdvanced Diploma of Live Production and Management Services 2-3 
CUA51015 - Diploma of Screen and MediaDiploma of Screen and Media 
CUA50815 - Diploma of Music IndustryDiploma of Music Industry 
CUA50615 - Diploma of Aboriginal and Torres Strait Islander Visual Arts Industry WorkDiploma of Aboriginal and Torres Strait Islander Visual Arts Industry Work 
CUA50415 - Diploma of Live Production and Technical ServicesDiploma of Live Production and Technical Services 1-2 
CUA50313 - Diploma of Dance Teaching and ManagementDiploma of Dance Teaching and Management 2-3 
BSB52415 - Diploma of Marketing and CommunicationDiploma of Marketing and Communication 1-2 
BSB52318 - Diploma of GovernanceDiploma of Governance 
BSB52315 - Diploma of GovernanceDiploma of Governance 
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Classifications

SchemeCodeClassification value
ASCED Module/Unit of Competency Field of Education Identifier 080509 Public Relations  

Classification history

SchemeCodeClassification valueStart dateEnd date
ASCED Module/Unit of Competency Field of Education Identifier 080509 Public Relations  30/Jul/2015 
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Unit Of competency

Modification History

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to conduct and administer fundraising and sponsorship activities.

It applies to individuals in not-for-profit organisations who typically have responsibility for the work of other staff and lead teams in developing submissions, identifying funding prospects and budgets according to organisational requirements.

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

Unit Sector

Business Development Public Relations

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 factors influencing fundraising or sponsorship

1.1 Identify relevant environmental issues in relation to fundraising and sponsorship

1.2 Identify available sources of funding or sponsorship including criteria, conditions or constraints related to funding

1.3 Conduct research to identify the most appropriate target public for fundraising or sponsorship activities in accordance with organisation profile and requirements

1.4 Identify and consider legal and ethical requirements in relation to fundraising or sponsorship

1.5 Make recommendations for fundraising, sponsorship campaigns or activities based on research findings

2. Prepare a funding submission

2.1 Evaluate organisation s current operations and readiness to apply for funding

2.2 Develop a funding submission which meets the funding source s guidelines and criteria

2.3 Ensure the submission complies with all legal and ethical requirements

2.4 Write the submission to meet the needs of the grantor and submitting organisation

3. Develop a fundraising or sponsorship campaign

3.1 Confirm the aims, objectives, outcomes and evaluation measures for a fundraising or sponsorship campaign with senior management

3.2 Conduct a feasibility study to ensure all aspects of the fundraising or sponsorship campaign have been considered

3.3 Examine and agree upon budgets with senior management

3.4 Prepare and obtain agreement on a campaign plan for fundraising or sponsorship activities that meets organisational, ethical and legal requirements

4. Implement a fundraising or sponsorship campaign

4.1 Conduct a fundraising or sponsorship campaign in accordance with plan

4.2 Monitor progress of campaign and make necessary alterations as required

4.3 Ensure any changes are agreed upon by relevant stakeholders

4.4 Ensure changes meet legal and ethical requirements

5. Evaluate campaign

5.1 Evaluate campaign outcomes against outcomes documented in campaign plan

5.2 Obtain feedback on performance of fundraising or sponsorship campaign from stakeholders

5.3 Develop mechanisms to incorporate feedback into any future fundraising campaigns

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

1.1-1.4, 2.3, 2.4, 3.2-3.4, 4.1, 4.2, 4.4, 5.1

  • Interprets and analyses complex information to identify grant bodies guidelines, sponsor s requirements and legislative and regulatory expectations

Writing

1.5, 2.2, 2.4, 3.1, 3.4, 5.2

  • Uses clear and precise language, and suitable formatting and style, to develop campaign plans, submissions and internal communications

Oral Communication

3.1, 3.3, 3.4, 4.3, 5.2

  • Employs listening and questioning techniques to clarify information and confirm understanding
  • Clearly articulates information using language and features suitable to diverse audiences

Numeracy

1.2, 3.3

  • Uses mathematical formula to calculate whole numbers and decimals to determine funding constraints and sponsorship budgets

Navigate the world of work

1.4, 2.3, 3.4, 4.4

  • Understands and complies with all organisational, legal and ethical requirements relevant to own role

Interact with others

3.1, 3.3, 3.4, 4.3, 5.2

  • Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role
  • Collaborates with others to negotiate agreement on plans

Get the work done

1.1-1.3, 2.1, 2.4, 3.1, 3.2, 3.4, 4.1, 4.2, 5.1, 5.3

  • Plans, coordinates and sequences tasks to ensure that timelines are met
  • Monitors progress of plans and implements changes, where required
  • Uses analytical approaches to build knowledge required to make decisions
  • Evaluates outcomes to identify improvements for future reference
  • Uses digital applications to record, store, retrieve and share documents

Unit Mapping Information

Code and title  

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBPUB503 Manage sponsorship and fundraising activities

BSBPUB503A Manage sponsorship and fundraising activities

Updated to meet Standards for Training Packages

Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.education.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

 

Assessment requirements

Modification History

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

  • research and recommend fundraising or sponsorship campaigns or activities
  • develop funding submissions according to requirements
  • prepare, implement and evaluate a fundraising or sponsorship campaign.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

  • summarise key provisions of relevant legislation that affect fundraising and sponsorship activities
  • identify organisational culture, policies and procedures relevant to fundraising and sponsorship activities
  • explain the relevance of donor motivation to fundraising and sponsorship activities
  • outline fundraising alternatives.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the public relations field of work and include access to:

  • office equipment and resources
  • examples of public relations communication documents
  • case studies and, where possible, real situations
  • interaction with others.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.education.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

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