Develop a grant/bursary management system using ERP system

We are consulting company and are looking at putting together a team of professionals to assist in developing a customised system using MS Dynamics , Sage system/modules which we can package together to create a system that is able to meet the below

This should be a customised system that will integrate/interphase with the existing client systems to enable execution of some key deliverables, for example, evaluation of applications and capturing learners on the system. We and clients practitioners will evaluate applications in the clients MIS system. This is expected to extrapolate the learner information system into our own system for further bursary administration purposes.

5.1 The management information system (MIS) for management of the support and disbursement of the funds to Clients approved bursary recipients – this system must have an adequate payment solution with an accredited banking / financial institution (payment platform) for payments of stipends allowances to recipients, institutions or other service providers and provide proofs thereof;

5.2 Integrate the system mentioned on (5.1) above with Client’s current bursary management system (and any other system to be introduced while the contract is running) for bursary contract and reporting purposes (i.e. the we are responsible for the integration and API development, support and maintenance);

5.3 Execute all the Bursary Management strategic functions or process (evaluation, induction of new recipients, contracting with new recipients, engagement with bursary service providers (education institutions, accommodation and bookshops), disbursement (and / or payment of third (3rd) parties, and monitoring / tracking of recipients and linking them with companies post qualifications, etc.);

5.4 Provide Client with monthly reports on the movement or contract management and ensure that the Reporting is accurate and in line with Client’s reporting guidelines.

5.5 Shall use and adopt reasonable professional techniques and standards in managing and administering the bursary fund and shall further do so with all due care, skills and diligence;

5.6 Ensure validation of applicant bona fides, such as identity and other essential parameters;

5.7 Process all claims and payments to beneficiaries and service providers and provide proof of such payments in predetermined form and timelines;

5.8 Ensure accurate capturing on learner data on Client System to enable recording and reporting of managed bursaries.

5.9 Track the bursary life cycle and return on investment per student whilst within the study period.

5.10 Verify student results while observing which students are at risk, driving efficiency and improving monitoring and reporting requirements.

5.11 Facilitate the implementation of work-placements for in study placements and post funding placements.

5.12 Provide monitoring and evaluations reports to show impact of bursary funding process

Yours Sincerely,

ERP IT Project Management Dynamic 365 Web Development Desarrollo de software

Nº del proyecto: #29813476

Sobre el proyecto