Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

CHCMGT004 Mapping and Delivery Guide
Secure and manage funding

Version 1.0
Issue Date: March 2024


Qualification -
Unit of Competency CHCMGT004 - Secure and manage funding
Description
Employability Skills
Learning Outcomes and Application This unit describes the skills and knowledge required to secure and manage funding for an organisation, program or project.Workers may be responsible for determining the amount of funding required, identifying funding sources, developing funding proposals and managing ongoing compliance with funding agreements. This role would typically be undertaken by a senior worker or manager. This unit applies to a range of health and community service contexts and relates to both government and non-government funding and tenders.The skills in this unit must be applied in accordance with Commonwealth and State/Territory legislation, Australian/New Zealand standards and industry codes of practice.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities
Slides
PPT
Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Elements define the essential outcomes
       
Element: Performance criteria specify the performance needed to demonstrate achievement of the element
       
Element: Identify funding requirements and context
  • Identify scope and purpose of funding
  • Calculate funding requirements, including budget, current funding arrangements and future projections
  • Identify potential avenues and sources of funding
  • Research and gather information on all potential funding avenues and sources
  • Determine if funding requirements are feasible and sustainable
       
Element: Develop a funding submission
  • Prepare funding submission in accordance with funding source requirements
  • Determine optimum method of presenting proposal to identified funding sources
  • Seek legal, taxation and regulatory advice when required and ensure submission is checked by appropriate persons to ensure it meets compliance requirements
  • Establish how deliverables and outcomes will be evaluated and measured
       
Element: Present proposal and negotiate with funding sources
  • Present proposal to funding sources using appropriate presentation methods and techniques
  • Negotiate with funding source representatives to clarify terms and conditions of funding agreement
  • Evaluate submission to identify strengths and weaknesses to inform subsequent submissions
       
Element: Manage funding agreement
  • Finalise funding agreement documentation and circulate to all parties
  • Establish procedures to monitor ongoing compliance and reporting requirements in accordance with funding agreement
  • Maintain ongoing relations with funding source to ensure mutual satisfaction with funding arrangement
       
Element: Evaluate funding agreement
  • Evaluate project outcomes against predetermined measures
  • Identify lessons learned and opportunities for continuous improvement
  • Identify opportunities for future funding arrangements as appropriate
       


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements define the essential outcomes

Performance criteria specify the performance needed to demonstrate achievement of the element

1. Identify funding requirements and context

1.1 Identify scope and purpose of funding

1.2 Calculate funding requirements, including budget, current funding arrangements and future projections

1.3 Identify potential avenues and sources of funding

1.4 Research and gather information on all potential funding avenues and sources

1.5 Determine if funding requirements are feasible and sustainable

2. Develop a funding submission

2.1 Determine funding source requirements

2.2 Prepare funding submission in accordance with funding source requirements

2.3 Determine optimum method of presenting proposal to identified funding sources

2.4 Seek legal, taxation and regulatory advice when required and ensure submission is checked by appropriate persons to ensure it meets compliance requirements

2.5 Establish how deliverables and outcomes will be evaluated and measured

3. Present proposal and negotiate with funding sources

3.1 Present proposal to funding sources using appropriate presentation methods and techniques

3.2 Negotiate with funding source representatives to clarify terms and conditions of funding agreement

3.3 Evaluate submission to identify strengths and weaknesses to inform subsequent submissions

4.Manage funding agreement

4.1 Finalise funding agreement documentation and circulate to all parties

4.2 Establish procedures to monitor ongoing compliance and reporting requirements in accordance with funding agreement

4.3 Maintain ongoing relations with funding source to ensure mutual satisfaction with funding arrangement

5.Evaluate funding agreement

5.1 Evaluate project outcomes against predetermined measures

5.2 Identify lessons learned and opportunities for continuous improvement

5.3 Identify opportunities for future funding arrangements as appropriate


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements define the essential outcomes

Performance criteria specify the performance needed to demonstrate achievement of the element

1. Identify funding requirements and context

1.1 Identify scope and purpose of funding

1.2 Calculate funding requirements, including budget, current funding arrangements and future projections

1.3 Identify potential avenues and sources of funding

1.4 Research and gather information on all potential funding avenues and sources

1.5 Determine if funding requirements are feasible and sustainable

2. Develop a funding submission

2.1 Determine funding source requirements

2.2 Prepare funding submission in accordance with funding source requirements

2.3 Determine optimum method of presenting proposal to identified funding sources

2.4 Seek legal, taxation and regulatory advice when required and ensure submission is checked by appropriate persons to ensure it meets compliance requirements

2.5 Establish how deliverables and outcomes will be evaluated and measured

3. Present proposal and negotiate with funding sources

3.1 Present proposal to funding sources using appropriate presentation methods and techniques

3.2 Negotiate with funding source representatives to clarify terms and conditions of funding agreement

3.3 Evaluate submission to identify strengths and weaknesses to inform subsequent submissions

4.Manage funding agreement

4.1 Finalise funding agreement documentation and circulate to all parties

4.2 Establish procedures to monitor ongoing compliance and reporting requirements in accordance with funding agreement

4.3 Maintain ongoing relations with funding source to ensure mutual satisfaction with funding arrangement

5.Evaluate funding agreement

5.1 Evaluate project outcomes against predetermined measures

5.2 Identify lessons learned and opportunities for continuous improvement

5.3 Identify opportunities for future funding arrangements as appropriate

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
 
 
Identify scope and purpose of funding 
Calculate funding requirements, including budget, current funding arrangements and future projections 
Identify potential avenues and sources of funding 
Research and gather information on all potential funding avenues and sources 
Determine if funding requirements are feasible and sustainable 
 
Prepare funding submission in accordance with funding source requirements 
Determine optimum method of presenting proposal to identified funding sources 
Seek legal, taxation and regulatory advice when required and ensure submission is checked by appropriate persons to ensure it meets compliance requirements 
Establish how deliverables and outcomes will be evaluated and measured 
Present proposal to funding sources using appropriate presentation methods and techniques 
Negotiate with funding source representatives to clarify terms and conditions of funding agreement 
Evaluate submission to identify strengths and weaknesses to inform subsequent submissions 
Finalise funding agreement documentation and circulate to all parties 
Establish procedures to monitor ongoing compliance and reporting requirements in accordance with funding agreement 
Maintain ongoing relations with funding source to ensure mutual satisfaction with funding arrangement 
Evaluate project outcomes against predetermined measures 
Identify lessons learned and opportunities for continuous improvement 
Identify opportunities for future funding arrangements as appropriate 

Forms

Assessment Cover Sheet

CHCMGT004 - Secure and manage funding
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

CHCMGT004 - Secure and manage funding

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: