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Elements and Performance Criteria

  1. Implement policies and procedures for managing finance and administration
  2. Contribute to financial plan development and implementation
  3. Source and contribute to the management of financial and funding allocation
  4. Monitor administration of the accounting function
  5. Manage student admission processes and fee records
  6. Manage general administration functions

Required Skills

Required skills

communication skills to interact effectively in an intercultural context with clients coworkers 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 financerelated 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

problemsolving skills to negotiate with people in issues resolution processes

selfmanagement 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 ecommunication 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

Evidence Required

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 onthejob performance by the candidate

evaluation of supervisors 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


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. 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

taxation and employment related legislation

Relevant stakeholders may include:

accountants and financial auditors

board or committee of management

chief executive officer, managers, leaders, coordinators

consular staff, government or agency personnel

internal users of purchased goods and services

OHS specialists

overseas agents

owner

parents

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