Assessor Resource

PSPREV005
Assess applications for grants, subsidies and rebates

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills required to explain and assess applications for government grants, subsidies and rebates. This includes explaining grant, subsidy and rebate requirements, checking grant, subsidy and rebate applications and supporting evidence and assessing eligibility.

This unit applies to those working with applications for grants, subsidies and rebates.

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 complex 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. Explain grant, subsidy and rebate requirements

1.1 Access current and comprehensive information to clarify legislative, regulatory and procedural requirements of grants, subsidies and rebates.

1.2 Explain the purpose and key features of each grant, subsidy or rebate, tailoring communication to suit diverse customer needs.

1.3 Defer, if necessary, complex enquiries until information can be clarified, confirmed or referred to senior or specialist staff.

1.4 Inform applicants of any legal requirements and reasons for subjecting applications to compliance investigations, and advise of penalties under legislation for providing false or misleading information or for subsequently failing to meet conditions specified for grant, subsidy or rebate.

2. Check grant, subsidy and rebate applications and supporting evidence

2.1 Check applications to ensure approved forms are used and required information has been provided.

2.2 Sight supporting evidence and make and certify copies of original documents, tailoring communication to suit diverse customer needs.

3. Assess eligibility

3.1 Confirm eligibility for grant, subsidy or rebate.

3.2 Explain clearly the reasons why eligibility is not confirmed, and outline applicants’ rights to review or lodge an objection.

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.

navigating complex and formal documents, including legislation, judicial decisions, rulings, Commissioner’s practices and related materials and applying them to assessment of applications

researching information related to grants, subsidies and rebates

analysing information against eligibility criteria

communicating with others involving the explanation of complex information relating to applicant and transaction eligibility (this may involve accessing interpreter services if necessary)

confirming accuracy of applications

using technology to conduct research, make enquiries, review available data, access legislative requirements and record outcomes

applying environmental, sustainability and work health and safety procedures to administrative work and when dealing with customers

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.

purpose and key features of grants, subsidies and rebates

applicant eligibility criteria

transaction eligibility criteria

legislative decision making process

confidentiality provisions

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. Explain grant, subsidy and rebate requirements

1.1 Access current and comprehensive information to clarify legislative, regulatory and procedural requirements of grants, subsidies and rebates.

1.2 Explain the purpose and key features of each grant, subsidy or rebate, tailoring communication to suit diverse customer needs.

1.3 Defer, if necessary, complex enquiries until information can be clarified, confirmed or referred to senior or specialist staff.

1.4 Inform applicants of any legal requirements and reasons for subjecting applications to compliance investigations, and advise of penalties under legislation for providing false or misleading information or for subsequently failing to meet conditions specified for grant, subsidy or rebate.

2. Check grant, subsidy and rebate applications and supporting evidence

2.1 Check applications to ensure approved forms are used and required information has been provided.

2.2 Sight supporting evidence and make and certify copies of original documents, tailoring communication to suit diverse customer needs.

3. Assess eligibility

3.1 Confirm eligibility for grant, subsidy or rebate.

3.2 Explain clearly the reasons why eligibility is not confirmed, and outline applicants’ rights to review or lodge an objection.

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.

navigating complex and formal documents, including legislation, judicial decisions, rulings, Commissioner’s practices and related materials and applying them to assessment of applications

researching information related to grants, subsidies and rebates

analysing information against eligibility criteria

communicating with others involving the explanation of complex information relating to applicant and transaction eligibility (this may involve accessing interpreter services if necessary)

confirming accuracy of applications

using technology to conduct research, make enquiries, review available data, access legislative requirements and record outcomes

applying environmental, sustainability and work health and safety procedures to administrative work and when dealing with customers

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.

purpose and key features of grants, subsidies and rebates

applicant eligibility criteria

transaction eligibility criteria

legislative decision making process

confidentiality provisions

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
Access current and comprehensive information to clarify legislative, regulatory and procedural requirements of grants, subsidies and rebates. 
Explain the purpose and key features of each grant, subsidy or rebate, tailoring communication to suit diverse customer needs. 
Defer, if necessary, complex enquiries until information can be clarified, confirmed or referred to senior or specialist staff. 
Inform applicants of any legal requirements and reasons for subjecting applications to compliance investigations, and advise of penalties under legislation for providing false or misleading information or for subsequently failing to meet conditions specified for grant, subsidy or rebate. 
Check applications to ensure approved forms are used and required information has been provided. 
Sight supporting evidence and make and certify copies of original documents, tailoring communication to suit diverse customer needs. 
Confirm eligibility for grant, subsidy or rebate. 
Explain clearly the reasons why eligibility is not confirmed, and outline applicants’ rights to review or lodge an objection. 
Access current and comprehensive information to clarify legislative, regulatory and procedural requirements of grants, subsidies and rebates. 
Explain the purpose and key features of each grant, subsidy or rebate, tailoring communication to suit diverse customer needs. 
Defer, if necessary, complex enquiries until information can be clarified, confirmed or referred to senior or specialist staff. 
Inform applicants of any legal requirements and reasons for subjecting applications to compliance investigations, and advise of penalties under legislation for providing false or misleading information or for subsequently failing to meet conditions specified for grant, subsidy or rebate. 
Check applications to ensure approved forms are used and required information has been provided. 
Sight supporting evidence and make and certify copies of original documents, tailoring communication to suit diverse customer needs. 
Confirm eligibility for grant, subsidy or rebate. 
Explain clearly the reasons why eligibility is not confirmed, and outline applicants’ rights to review or lodge an objection. 

Forms

Assessment Cover Sheet

PSPREV005 - Assess applications for grants, subsidies and rebates
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

PSPREV005 - Assess applications for grants, subsidies and rebates

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: