REQUIRED KNOWLEDGE AND SKILLS

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

Required knowledge

Relevant regulations codes of practice and legislative requirements

Relevant OHampS and environmental procedures and regulations

Workplace processes for setting and achieving budgets

Problems that may occur when setting and achieving budgets and action that can be taken to report or resolve the problems

Risks that may exist when setting and achieving budgets and ways of controlling the risks involved

Focus of operation of budgetary systems resources management and workplace operating systems

Accountancy practices relevant to budgetary control

Budgetary procedures and policies

Budgetary control systems

Limits of authorised expenditure

Quality and customer service standards policies and procedures

Resource availability including the competencies of individuals in the teamgroup

Required skills

Communicate effectively with others when setting and achieving budgets

Read and interpret budgetary documents financial statements and reports and workplace policies and procedures relevant to the setting and achievement of a budget

Prioritise work and coordinate self and others in relation to workplace activities

Complete documentation and enter data related to the setting and achievement of a budget

Maintain budgetary records and documentation

Operate electronic communication equipment to required protocol

Apply calculation skills when setting and achieving budgets

Provide leadership and work collaboratively with others when setting and achieving budgets

Adapt appropriately to cultural differences in the workplace including modes of behaviour and interactions with others

Promptly report andor rectify any identified problems that may arise when setting and achieving budgets in accordance with regulatory requirements and workplace procedures

Monitor work activities in terms of planned schedule

Modify activities to cater for variations in workplace contexts and environment

Work systematically with required attention to detail

Select and apply appropriate technology information systems and procedures

Apply basic accounting principles to budgetary processes

Operate and adapt to differences in equipment in accordance with standard operating procedures

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria required knowledge and skills the range statement and the assessment guidelines for this Training Package

Critical aspects for assessment and evidence required to demonstrate competency in this unit

The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying

the underpinning knowledge and skills

relevant legislation and workplace procedures

other relevant aspects of the range statement

Context of and specific resources for assessment

Performance is demonstrated consistently over a period of time and in a suitable range of contexts

Resources for assessment include

a range of relevant exercises case studies andor other simulated practical and knowledge assessment andor

access to an appropriate range of relevant operational situations in the workplace

In both real and simulated environments access is required to

relevant and appropriate materials and equipment and

applicable documentation including workplace procedures regulations codes of practice and operation manuals

Method of assessment

Assessment of this unit must be undertaken by a registered training organisation

As a minimum assessment of knowledge must be conducted through appropriate writtenoral tests

Practical assessment must occur

through activities in an appropriately simulated environment at the registered training organisation andor

in an appropriate range of situations in the workplace

Work may be undertaken in various work environments and involves a leadership role in the warehousing, storage, transport and distribution industries, for example:

Customers may be:

Operations may be conducted:

The workplace environment may involve:

Services, products, risks, work systems and requirements potentially vary:

Budgets may be:

Budgets are developed:

Consultative processes may involve:

Communications systems may involve:

Depending on the type of organisation concerned and the local terminology used, workplace procedures may include:

Documentation/records may include:

Applicable procedures and codes may include: