Assessor Resource

PSPGSD004
Administer delivery of financial and other benefits

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills required to administer financial and other benefits relating to government service delivery. It includes determining entitlements and allowances, administering payments and benefits, and processing payments.

This unit applies to those working in public sector roles but may be applied to anyone working in a similar organisational context.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work independently, performing routine tasks in a familiar context.

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

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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions section.

1. Determine entitlements and allowances

1.1 Determine individuals’ eligibility for government products or services.

1.2 Apply eligibility tests or checks to confirm payment stream, entitlements and allowances.

1.3 Identify and accommodate special needs.

1.4 Offer a package of services and benefits which matches needs and entitlements.

2. Administer ongoing entitlements and obligations

2.1 Fulfil the government’s obligations.

2.2 Support the recipients’ obligations to the government.

2.3 Action, as needed, breaches, suspensions and restorations.

3. Administer payments and benefits

3.1 Grant payments or benefits.

3.2 Make adjustments to payments and benefits consultatively with the individuals concerned.

3.3 Confirm and review payments and benefits.

3.4 Identify and recover errors and debts.

4. Process payments

4.1 Establish entitlements and record obligations, if required.

4.2 Initiate transactions having confirmed individuals’ preferred option for payment delivery.

4.3 Authorise and send payments.

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

reading complex, formal documents including legislation and guidelines and explaining them to people from diverse backgrounds

applying workplace safety procedures in the context of government service delivery

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

the range of circumstances and complexity of needs in the context of government service delivery

special needs of applicants

special assistance available

mutual obligations, rights and responsibilities

legislative requirements for entitlements and allowances

methods of preventing or minimising debt

legislation, policy, procedures and protocols relating to government service delivery, including work health and safety and environment

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions section.

1. Determine entitlements and allowances

1.1 Determine individuals’ eligibility for government products or services.

1.2 Apply eligibility tests or checks to confirm payment stream, entitlements and allowances.

1.3 Identify and accommodate special needs.

1.4 Offer a package of services and benefits which matches needs and entitlements.

2. Administer ongoing entitlements and obligations

2.1 Fulfil the government’s obligations.

2.2 Support the recipients’ obligations to the government.

2.3 Action, as needed, breaches, suspensions and restorations.

3. Administer payments and benefits

3.1 Grant payments or benefits.

3.2 Make adjustments to payments and benefits consultatively with the individuals concerned.

3.3 Confirm and review payments and benefits.

3.4 Identify and recover errors and debts.

4. Process payments

4.1 Establish entitlements and record obligations, if required.

4.2 Initiate transactions having confirmed individuals’ preferred option for payment delivery.

4.3 Authorise and send payments.

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

reading complex, formal documents including legislation and guidelines and explaining them to people from diverse backgrounds

applying workplace safety procedures in the context of government service delivery

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

the range of circumstances and complexity of needs in the context of government service delivery

special needs of applicants

special assistance available

mutual obligations, rights and responsibilities

legislative requirements for entitlements and allowances

methods of preventing or minimising debt

legislation, policy, procedures and protocols relating to government service delivery, including work health and safety and environment

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

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
Determine individuals’ eligibility for government products or services. 
Apply eligibility tests or checks to confirm payment stream, entitlements and allowances. 
Identify and accommodate special needs. 
Offer a package of services and benefits which matches needs and entitlements. 
Fulfil the government’s obligations. 
Support the recipients’ obligations to the government. 
Action, as needed, breaches, suspensions and restorations. 
Grant payments or benefits. 
Make adjustments to payments and benefits consultatively with the individuals concerned. 
Confirm and review payments and benefits. 
Identify and recover errors and debts. 
Establish entitlements and record obligations, if required. 
Initiate transactions having confirmed individuals’ preferred option for payment delivery. 
Authorise and send payments. 
Determine individuals’ eligibility for government products or services. 
Apply eligibility tests or checks to confirm payment stream, entitlements and allowances. 
Identify and accommodate special needs. 
Offer a package of services and benefits which matches needs and entitlements. 
Fulfil the government’s obligations. 
Support the recipients’ obligations to the government. 
Action, as needed, breaches, suspensions and restorations. 
Grant payments or benefits. 
Make adjustments to payments and benefits consultatively with the individuals concerned. 
Confirm and review payments and benefits. 
Identify and recover errors and debts. 
Establish entitlements and record obligations, if required. 
Initiate transactions having confirmed individuals’ preferred option for payment delivery. 
Authorise and send payments. 

Forms

Assessment Cover Sheet

PSPGSD004 - Administer delivery of financial and other benefits
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

PSPGSD004 - Administer delivery of financial and other benefits

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: