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Elements and Performance Criteria

1. Plan for provision of a report
   • Establish timelines to meet report deadlines and data requirements and communicate them to report users and input providers
   • Establish a contingency plan if key milestones slip or are not met
   • Identify expected organisation and policy changes and anticipate potential impact on reporting structure
2. Prepare a draft report
   • Gather organisational operating cost information from relevant sources and financial management information systems
   • Draft the report
   • Check report for accuracy against data contained in supporting documentation
3. Analyse the results
   • Review report for completeness, accuracy and consistency with authoritative data
   • Identify and investigate any material variances or other anomalies and seek clarification where required
   • Resolve any identified issues with the report content
   • Prepare final report
4. Submit report for authorisation
   • Provide report to stakeholders for review
   • Make any necessary changes to the documents
   • Obtain all required approvals
5. Distribute report and follow up outstanding issues
   • Distribute approved reports
   • Remediate any outstanding issues prior to the commencement of the next reporting cycle

Range Statement

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.

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Performance Evidence

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include: analysing data and information for reports communicating variances to key stakeholders engaging with and managing stakeholders identifying material variances preparing and consolidating written reports in required format retrieving data from financial information systems.

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Knowledge Evidence

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of: common financial report formats key organisational operating cost information required, common financial report formats and typical quality indicators key information requirements for financial reports key organisational requirements for management reporting relevant legislation and organisation policies typical quality indicators for financial reports.

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