This unit involves the skills and knowledge required to manage financial resources to achieve organisational and operational objectives in a gas facility. This unit refers to budget formats, operating budget, policy, financial reports and management information systems.

It includes developing a gas facility budget by allocating, authorising and monitoring expenditure; and utilising relevant financial management information systems and reviewing budget management constraints.

This unit applies to any safe work site where gas industry operations occur. It could also apply, where applicable, to other workplaces in the electricity supply industry (transmission and distribution and generation), the electrotechnology industry and the water industry, subject to work health and safety (WHS)/occupational health and safety (OHS) and duty of care requirements being met for the workplace.

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

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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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Range is restricted to essential operating conditions and any other variables essential to the work environment. Non-essential conditions may be found in the UEG Gas Industry Training Package Companion Volume Implementation Guide.
constants and variables must include the following:	budget formats operating budget policy documents financial reports management information systems
budget format must include at least one (1) of the following:	zero based budgeting program budgeting line item budgeting
operating budget format must include the following:	staffing costs capital expenditure/income recurrent expenditure/income forward estimates cash flow
relevant policy documents must include the following:	supply policy procurement policy expenditure policy audit policy reporting and recording policies
financial reports must include at least one (1) of the following:	annual reports program financial statements accrual reports monthly/quarterly financial reports
management information systems must include at least six (6) of the following:	computers communication channels records management data procedures protocols legislation guidelines and awards organisation, legal and policy materials client information market trends registry and file records financial records basic statistical information

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
Financial resources are allocated as budgeted in the operational plan and is monitored to ensure that expenditure management meets the financial accountability requirements of the organisation
Financial management information systems are used for planning, implementing and monitoring the use of financial resources in accordance with workplace policies and procedures

Assessment Cover Sheet

UEGNSG123 - Manage financial resources in a gas industry facility

Assessment task 1: [title]

Student name:

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I declare that the assessment tasks submitted for this unit are my own work.

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Result: Competent Not yet competent

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Assessment Record Sheet

UEGNSG123 - Manage financial resources in a gas industry facility

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:

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