Assessor Resource

HLTAHW064
Manage budgets

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the competencies required to manage the day-to-day responsibilities of administering budgets for a program, work unit or cost centre. It is intended to address skills and knowledge required by those who manage a project budget or program budgets relating to delivery of health care for Aboriginal and/or Torres Strait Islander communities.

This unit applies to those Aboriginal and/or Torres Strait Islander Health Workers working independently and as part of a multidisciplinary team to deliver primary health care services to Aboriginal and/or Torres Strait Islander clients and communities.

The skills in this unit must be applied in accordance with Commonwealth and State/Territory legislation, Australian/New Zealand standards and industry codes of practice.

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


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.

ELEMENT

PERFORMANCE CRITERIA

Elements define the essential outcomes.

Performance criteria specify the level of performance needed to demonstrate achievement of the Element.

1. Prepare budget

1.1 Identify and document workplace resource needs in accordance with workplace action plans

1.2 Cost and record funding needs

1.3 Prepare budget document and present to supervisor (or other relevant authority) for endorsement

2. Monitor budget expenditure

2.1 Maintain systems for monitoring finances

2.2 Ensure money is expended according to the endorsed budget document

2.3 Identify changing priorities and discuss with supervisor (or other relevant authority)

2.4 Amend budget document in response to changing priorities

2.5 Satisfy accountability requirements

The candidate must show evidence of the ability to complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the job role.

There must be evidence that the candidate has:

prepared, documented and presented budget information in line with organisation requirements on at least one occasion, including:

monitoring expenditure and reviewing budgetary provisions in line with identified priorities and accountability requirements

costing and recording funding needs

identifying changing priorities and discussing issues with supervisor

managing financial aspects in line with requirements of own role

amending budget document to reflect changes in priorities.

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.

This includes knowledge of:

organisation guidelines relating to funding applications, budget compilation and expenditure

organisation procedures for cost-centre management

accounting procedures as required by level of responsibility and workplace

Skills must be demonstrated working:

in a health service or centre

individually or as a member of a multidisciplinary primary health care team

with Aboriginal and/or Torres Strait Islander clients and communities.

In addition, simulations and scenarios must be used where the full range of contexts and situations cannot be provided in the workplace or may occur only rarely. These are situations relating to emergency or unplanned procedures where assessment in these circumstances would be unsafe or is impractical.

Simulated assessment environments must simulate the real-life working environment where these skills and knowledge would be performed, with all the relevant equipment and resources of that working environment.

Assessors must satisfy the Standards for Registered Training Organisations (RTOs) 2015/AQTF mandatory competency requirements for assessors.

Assessment must be undertaken by a workplace assessor who has expertise in this unit of competency and who is:

an Aboriginal and/or Torres Strait Islander Health Worker

or:

accompanied by an Aboriginal and/or Torres Strait Islander person who is a recognised member of the community with experience in primary health care

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.

ELEMENT

PERFORMANCE CRITERIA

Elements define the essential outcomes.

Performance criteria specify the level of performance needed to demonstrate achievement of the Element.

1. Prepare budget

1.1 Identify and document workplace resource needs in accordance with workplace action plans

1.2 Cost and record funding needs

1.3 Prepare budget document and present to supervisor (or other relevant authority) for endorsement

2. Monitor budget expenditure

2.1 Maintain systems for monitoring finances

2.2 Ensure money is expended according to the endorsed budget document

2.3 Identify changing priorities and discuss with supervisor (or other relevant authority)

2.4 Amend budget document in response to changing priorities

2.5 Satisfy accountability requirements

The candidate must show evidence of the ability to complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the job role.

There must be evidence that the candidate has:

prepared, documented and presented budget information in line with organisation requirements on at least one occasion, including:

monitoring expenditure and reviewing budgetary provisions in line with identified priorities and accountability requirements

costing and recording funding needs

identifying changing priorities and discussing issues with supervisor

managing financial aspects in line with requirements of own role

amending budget document to reflect changes in priorities.

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.

This includes knowledge of:

organisation guidelines relating to funding applications, budget compilation and expenditure

organisation procedures for cost-centre management

accounting procedures as required by level of responsibility and workplace

Skills must be demonstrated working:

in a health service or centre

individually or as a member of a multidisciplinary primary health care team

with Aboriginal and/or Torres Strait Islander clients and communities.

In addition, simulations and scenarios must be used where the full range of contexts and situations cannot be provided in the workplace or may occur only rarely. These are situations relating to emergency or unplanned procedures where assessment in these circumstances would be unsafe or is impractical.

Simulated assessment environments must simulate the real-life working environment where these skills and knowledge would be performed, with all the relevant equipment and resources of that working environment.

Assessors must satisfy the Standards for Registered Training Organisations (RTOs) 2015/AQTF mandatory competency requirements for assessors.

Assessment must be undertaken by a workplace assessor who has expertise in this unit of competency and who is:

an Aboriginal and/or Torres Strait Islander Health Worker

or:

accompanied by an Aboriginal and/or Torres Strait Islander person who is a recognised member of the community with experience in primary health care
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
 
Identify and document workplace resource needs in accordance with workplace action plans 
Cost and record funding needs 
Prepare budget document and present to supervisor (or other relevant authority) for endorsement 
Maintain systems for monitoring finances 
Ensure money is expended according to the endorsed budget document 
Identify changing priorities and discuss with supervisor (or other relevant authority) 
Amend budget document in response to changing priorities 
Satisfy accountability requirements 

Forms

Assessment Cover Sheet

HLTAHW064 - Manage budgets
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

HLTAHW064 - Manage budgets

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: