TAEEDU508A - Manage international education financial and administrative processes
Assessor Resource
TAEEDU508A Manage international education financial and administrative processes
Assessment tool
Version 1.0 Issue Date: May 2024
This unit applies to individuals who manage finances and administration for educational programs in an international education provider context. They could work in the administration of education programs and projects in organisations from one or more international education sectors (schools, English language training organisations, vocational training and education, higher education, postgraduate education). These organisations could be onshore or offshore and could be public or private.
This unit describes the performance outcomes, skills and knowledge required to provide sound financial and administration management across a range of functions in an international education organisation.
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)
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, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
establishing and implementing policies and procedures including risk management strategies, to manage finance and administration in an international education organisation
resolving issues in relation to finance, funding, and administration through appropriate communication, consultation, reporting and, where necessary, referral to legal or accounting external professionals
knowledge of relevant legislative, regulatory and standards compliance requirements.
Context of and specific resources for assessment
Assessment must ensure:
access to opportunities to participate in a range of practical exercises and projects
access to relevant documents.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
evaluation of supervisor's reports on how the candidate manages financial and administrative processes in an international education context
analysis of projects, case studies, completed records and reports developed by the candidate
review of financial plan developed with management team
oral or written questioning to assess knowledge of structure and functions of an international educational organisation
evaluation of any adjustments made to the financial plan
review of communication of administration matters to relevant personnel, such as adjustments to administration policies and procedures.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
other educational administration units
customer service units.
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:
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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.
Required skills
communication skills to interact effectively in an intercultural context with clients, co-workers and stakeholders; to manage information and communication processes; to consult and communicate with teams, board or committee of management, and other relevant stakeholders about financial management and administration matters
initiative and enterprise skills to make referrals to appropriate people or agencies; to manage for quality; to review and adjust policies and procedures
literacy skills to produce documents and finance-related reports
numeracy skills to manage financial processes and to actively contribute to financial planning
planning and organising skills to manage administrative processes; to facilitate implementation of policies and procedures
problem-solving skills to negotiate with people in issues resolution processes
self-management skills to prioritise own activities; to supervise the work of others; to schedule and arrange interviews and meetings
technology skills to use technological and electronic equipment, relevant software applications, telephones, e-communication media.
Required knowledge
international education industry and the structure and functions of an international educational organisation
relevant legislative, regulatory and standards compliance requirements in relation to international education, contracts, consumer protection, trade practices, occupational health and safety (OHS), corporations and financial transactions, employment (particularly relating to remuneration) and taxation.
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. 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) may also be included.
Risk assessment and risk management strategies may include:
ensuring adequate information provision, communication, coaching and training of staff
ensuring own and subordinate staff compliance with legislative and regulatory requirements, including those for OHS, and organisational policies and procedures
identifying potential areas of risk, assessing its likelihood and consequences, and identifying adequate controls and mitigation strategies
Relevant legislation, regulations and codes may include:
Australian and/or international accounting standards
corporations legislation in relation to financial transactions
current relevant legislation, regulations, industry codes of practice and policy (commonwealth and state/territory) relating to:
anti-discrimination including equal opportunity and equal employment opportunity, disability discrimination, racial intolerance
business compliance relevant to work roles
child protection legislation and regulations
Education Services for Overseas Students (ESOS) Act 2000, subsequent amendments and related legislation
employment, education and training - relevant to onshore and offshore provision
environmental issues
ESOS Assurance Fund requirements
immigration related policies and procedures for example from commonwealth government departments such as Department of Education, Science and Training (DEST), Department of Immigration and Citizenship (DIAC), Department of Health and Ageing (DOHA), Department of Foreign Affairs and Trade (DFAT )
National Code of Practice for Registration Authorities and Providers of International Education and Training
occupational health and safety
privacy and confidentiality
Transnational Quality Strategy (2005)
workplace employment practices and industrial relations
quality assurance guidelines set by particular organisations e.g. cultural diversity, equity and access, critical incidents and workplace practices
personnel authorised to commit the organisation to purchases
specialist personnel involved in purchasing, asset maintenance and finance
students
supervisors
Relevant personnel may include:
board or committee of management
chief executive officer
senior level managers
team leaders and managers
work team
Admissions processes may include:
accurately providing services and advice including collection on arrival, accommodation, student orientation programs
administering records management including maintaining current contact details
checking all documentation requirements and entry requirements are met (including visa requirements, payment of correct fees)
compliance with relevant industry codes of practice and national codes in relation to international education
determining and advising of application outcome
generating records manually and using databases such as Provider Registration and International Student Management System (PRISMS), in accordance with external requirements and organisational policies and procedures
receipt and tracking of student applications
Work role may include:
performance of work tasks, mainly autonomously
participation in a management team, with responsibility to more senior managers, chief executive officer and/or board/committee
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 contribute to the development of policies and procedures for managing finance and administration
Apply risk assessment and risk management strategies to managing finance and administration
Manage finance and administration compliance with organisation policy and procedures and relevant legislation, regulations and codes
Establish and follow communication processes to give and receive information, including the production of finance and administration reports
Consult with work and management teams, and other relevant stakeholders in relation to decision making on finance and administration matters
Review, monitor and implement agreed changes to finance and administration management, in line with organisational policies and procedures
Interpret and apply organisational strategic plan to finance and administration planning and management, in a team environment
Consult with relevant personnel to gather information for input into financial plan
Develop financial plan with management team
Present financial plan for approval, in line with organisational policies and procedures
Implement approved financial plan
Periodically review financial plan's accord with organisational objectives and outcomes, and gain approval for adjustments, in line with organisational policies and procedures
Identify sources of finances and funds
Identify organisational financial requirements with work and management teams
Monitor negotiation, financing and funding of contracts, and implement contract processes to finalisation
Manage finance of the organisation in a team environment, according to organisational procedures and relevant legislation, regulations and codes
Provide financial reports to relevant personnel, in line with organisational policies and procedures
Contribute to the establishment of procedures for the financial transactions of an international education organisation, including employee remuneration and contract payments
Monitor implementation of finance and administration procedures
Consult with relevant stakeholders with respect to complying with legal requirements for accounting
Contribute to financial accounting reports produced and presented, in line with organisational procedures
Monitor admissions processes to ensure compliance with relevant legislation, regulations and codes and organisational policies and procedures
Monitor accurate completion of admissions documents and database entries, tracking deficiencies and ensuring rectification where required, to meet compliance requirements
Review admissions policies and procedures to identify ongoing improvements
Check clients' agreed fee instalments and payment schedules against receipt documents and dates, to facilitate on time collection of correct monies
Monitor student fee receipt procedures to facilitate correct processing and recording, and bank in correct account, in accordance with relevant legislation, regulations and codes
Draw down student fees to operational bank accounts according to organisational policies and procedures and relevant legislation, regulations and codes
Process and verify student fee refunds in accordance with relevant legislation, regulations and codes and organisational refund policy
Manage administration of functions in accordance with work role in the management team and governance requirements
Consult organisation staff regarding own and work team performance in functional administration
Receive reports from work team on action taken on identified issues
Develop reports on administration matters to the management team and for governance related requirements, in line with organisational policy
Discuss and clearly communicate matters of administration, such as any adjustments to administration policies and procedures, to relevant personnel
Provide support to members of the management team, as required, with education and training systems and financial administration
Forms
Assessment Cover Sheet
TAEEDU508A - Manage international education financial and administrative processes
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Assessment Record Sheet
TAEEDU508A - Manage international education financial and administrative processes
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Assessment task 1: [title] Result: Competent Not yet competent
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