Required skills

numeracy skills to

analyse and compare financial data

determine income projections

calculate costs for initiatives

prepare a budget for a recreation initiative

identify variances against original budget

literacy skills to

gather and analyse financial data

record and maintain financial information

problemsolving skills to

assess resources required for the initiative

estimate projected income

allocate financial resources within organisational limits

adjust costings in response to feedback

planning and organisational skills to

develop and submit the budget within designated timeframes

plan responses for contingencies

technology skills to set up appropriate formats to record financial information

communication skills to liaise with responsible personnel to obtain data and information

Required knowledge

organisational policies and procedures that

enable sound and responsible financial management

maintain confidentiality and security of financial information

principles of budgetary control to enable the development of a responsible budget

forecasting techniques to enable the projection of potential income

principles of statistical analysis and measures of variance to enable accurate analysis of data

resources required for a recreation initiative to enable accurate costings to be determined

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

consults with appropriate personnel to gather and analyse data to determine required resources for a recreation initiative

utilises data obtained to calculate income and to prepare document and submit a budget including costings for the initiative using an appropriate format and within required organisational timeframes

applies effective contingency management techniques to respond to problems and makes adjustments in response to feedback

applies a continuous improvement approach to review own performance and recommend potential improvements

Context of and specific resources for assessment

Assessment must ensure development of a budget for a recreation initiative that reflects local requirements and is of sufficient breadth to enable the candidate to demonstrate competency

Assessment must also ensure access to

recreation environments and facilities that reflect local requirements and activities

data required to develop the budget

organisational policies and procedures related to budgeting

appropriate personnel

organisational documentation and appropriate technology requirements

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

oral or written questioning to assess knowledge of forecasting techniques for projected income

portfolio containing evidence of candidates documentation relating to the costing and preparation of a budget for a recreation initiative

thirdparty reports from a supervisor detailing candidates work performance over multiple applications

Holistic assessment with other units relevant to the industry sector workplace and job role is recommended for example

SISCCRDA Facilitate community development through recreational activities

SISCCRD301A Facilitate community development through recreational activities.

Responsible person may include:

Sources of income may include:

Organisational policies and procedures may include:

Costs may include: