Assessor Resource

CHCCS407B
Operate referral procedures

Assessment tool

Version 1.0
Issue Date: April 2024


The support may be provided in a one to one service delivery mode or in a group

This unit describes the knowledge and skills required to confirm the needs of clients, advise them of referral options and arrange the referral

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Prerequisites

Not Applicable


Employability Skills

This unit contains Employability Skills




Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate this unit of competency:

The individual being assessed must provide evidence of specified essential knowledge as well as skills

Evidence must include observation of performance in the work environment or in a simulated work setting

Evidence must include demonstration over a period of time to ensure consistency of performance

Access and equity considerations:

All workers in community services should be aware of access, equity and human rights issues in relation to their own area of work

All workers should develop their ability to work in a culturally diverse environment

In recognition of particular issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on Aboriginal and Torres Strait Islander people

Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on Aboriginal and/or Torres Strait Islander clients and communities

Context of and specific resources for assessment:

This unit can be delivered and assessed independently, however holistic assessment practice with other community services units of competency is encouraged

Resource requirements for assessment include access to:

an appropriate workplace where assessment can be conducted or simulation of realistic workplace setting for assessment

equipment and resources normally used in the workplace

Method of assessment may include:

Observations

Questioning

Evidence gathered from the workplace environment


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

This describes the essential skills and knowledge and their level required for this unit.

Essential knowledge:

The candidate must be able to demonstrate essential knowledge required to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role

These include knowledge of:

Available services and constraints on delivery

The broader service delivery and training networks in the local area

Process of referral and documentation of the referral

Essential skills:

It is critical that the candidate demonstrate the ability to:

Identify presenting needs and respond appropriately within the guidelines of the service

Interpret and apply relevant policies

Demonstrate application of skills in:

appropriate one to one communication process

record-keeping and documentation processes, including effective use of relevant information technology in line with occupational health and safety (OHS) guidelines

The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.

Presenting needs refers to:

Those readily observable or easily communicated needs prior to any counselling service
Examples include:

unemployment

lack of benefit payment

difficulty in communicating

cognitive impairment

financial difficulties

Service expectations refers to:

The type of assistance the client considers they require and includes a comment on urgency and breadth of the requirement.

Process of referral may:

Differ between agencies, however in the context of this unit it is implied that there is a formal process which is applied and communicated

Plan of action refers to:

The agreed responsibilities and actions to support the client move towards increased interaction and engagement with the community

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Discuss client presenting needs with the client 
Confirm client history and records 
Document client's service expectations 
Develop a plan of action is confirm with the client 
Outline services to assist the client 
Discuss process of referral with the client 
Outline client's responsibilities and any conditions 
Clarify timeframes and procedures for accessing services 
Follow referral procedures with all providers 
Inform clients of progress towards meeting agreed service expectation and plan of action 
Communicate to service provider and client, processes to review and manage service provision 

Forms

Assessment Cover Sheet

CHCCS407B - Operate referral procedures
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

CHCCS407B - Operate referral procedures

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: