Assessor Resource

PUAMAN007
Manage financial resources

Assessment tool

Version 1.0
Issue Date: May 2024


This unit of competency involves the skills and knowledge required to manage financial resources to achieve organisation and operational objectives.

The unit applies to any personnel with authority for the management of financial resources, including budgets, within a public safety organisation.

No licensing, legislative or certification requirements apply to this 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)

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.

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions may be found in the Companion Volume Implementation Guide.

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
Budgets are developed in required format, in accordance with organisational procedures 
Costs and income streams are identified and quantified, in accordance with organisational procedures 
Comparative analysis is prepared for major items, in accordance with organisational policies and procedures 
Subordinate budgets are integrated into the prime budget 
Implications of major shifts in proposed or actual budget allocations, income and/or expenditure are identified and analysed when preparing the budget 
Performance indicators are developed and implemented, in accordance with organisational procedures 
Financial resources are allocated to support achievement of operational 
 
 
 
 
 
 
Expenditure management is implemented to ensure it meets organisational financial accountability requirements 
 
 
 
 
 
 
 
Management information systems are used for planning, implementing and monitoring financial resource usage 
 

Forms

Assessment Cover Sheet

PUAMAN007 - Manage financial resources
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

PUAMAN007 - Manage financial resources

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: