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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Confirm client needs
   • Discuss client presenting needs with the client
   • Confirm client history and records
   • Document client's service expectations
   • Develop a plan of action is confirm with the client
2. Advise on referral options
   • Outline services to assist the client
   • Discuss process of referral with the client
   • Outline client's responsibilities and any conditions
3. Arrange referral
   • Clarify timeframes and procedures for accessing services
   • Follow referral procedures with all providers
   • Inform clients of progress towards meeting agreed service expectation and plan of action
   • Communicate to service provider and client, processes to review and manage service provision

Required Skills

This describes the essential skills and knowledge and their level required for this unit

Essential knowledge The candidate must be able to demonstrate essential knowledge required to effectively do the task outlined in elements and performance criteria of this unit manage the task and manage contingencies in the context of the identified work role These include knowledge of Available services and constraints on delivery The broader service delivery and training networks in the local area Process of referral and documentation of the referral

Essential skills It is critical that the candidate demonstrate the ability to Identify presenting needs and respond appropriately within the guidelines of the service Interpret and apply relevant policies Demonstrate application of skills in appropriate one to one communication process recordkeeping and documentation processes including effective use of relevant information technology in line with occupational health and safety OHS guidelines

Evidence Required

The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria Required Skills and Knowledge the Range Statement and the Assessment Guidelines for this Training Package
Critical aspects for assessment and evidence required to demonstrate this unit of competency	The individual being assessed must provide evidence of specified essential knowledge as well as skills Evidence must include observation of performance in the work environment or in a simulated work setting Evidence must include demonstration over a period of time to ensure consistency of performance
Access and equity considerations	All workers in community services should be aware of access equity and human rights issues in relation to their own area of work All workers should develop their ability to work in a culturally diverse environment In recognition of particular issues facing Aboriginal and Torres Strait Islander communities workers should be aware of cultural historical and current issues impacting on Aboriginal and Torres Strait Islander people Assessors and trainers must take into account relevant access and equity issues in particular relating to factors impacting on Aboriginal andor Torres Strait Islander clients and communities
Context of and specific resources for assessment	This unit can be delivered and assessed independently however holistic assessment practice with other community services units of competency is encouraged Resource requirements for assessment include access to an appropriate workplace where assessment can be conducted or simulation of realistic workplace setting for assessment equipment and resources normally used in the workplace
Method of assessment may include	Observations Questioning Evidence gathered from the workplace environment

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Range Statement

The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Add any 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.
Presenting needs refers to:	Those readily observable or easily communicated needs prior to any counselling service Examples include: unemployment lack of benefit payment difficulty in communicating cognitive impairment financial difficulties
Service expectations refers to:	The type of assistance the client considers they require and includes a comment on urgency and breadth of the requirement.
Process of referral may:	Differ between agencies, however in the context of this unit it is implied that there is a formal process which is applied and communicated
Plan of action refers to:	The agreed responsibilities and actions to support the client move towards increased interaction and engagement with the community

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