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

FNSSUP515 Mapping and Delivery Guide
Produce reports for superannuation

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency FNSSUP515 - Produce reports for superannuation
Description
Employability Skills
Learning Outcomes and Application This unit describes the skills and knowledge required to analyse report requirements, design reports, research report content and produce logically structured and accurate reports that meet organisational quality and compliance requirements for administering superannuation services.The unit applies to those who use specialised industry knowledge and systematic approaches to thoroughly and accurately review and process and produce information and data in the superannuation industry.Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Users are advised to check with the relevant state and territory regulatory authorities to confirm those requirements.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational equipment, technology, software and consumables

organisational financial records

organisational policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.
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: Analyse report requirements
  • Identify organisational and report objectives, purpose, audience and task requirements prior to document design and information gathering
  • Identify statutory and regulatory requirements relating to reporting
  • Identify and access relevant resources and research requirements
  • Model report structure and layout to suit purpose, audience and information requirements of task and confirm design meets organisational style and format
  • Use software for report design and to manipulate information and other material
  • Ensure software operations used in document development achieve required results
       
Element: Gather and develop content and evidence
  • Gather general, financial and statistical content required for report
  • Develop report content according to organisational and compliance requirements
  • Gather evidence that supports report recommendations
  • Communicate and confirm evidence to required stakeholders and include conclusions in report
       
Element: Prepare and produce report
  • Seek advice from relevant stakeholders on draft report
  • Make required changes to report based on advice and finalise
  • Produce report using required technologies according to organisational and task requirements
  • Name and store report and supporting documents according to organisational policies and procedures
       


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.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

produce at least three different superannuation reports based on clear and accurate research findings according to organisational requirements.

In the course of the above, the candidate must:

prepare documents within designated timeframe and organisational requirements.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative requirements relating to documentation in the superannuation industry

organisational policies and procedures relating to superannuation, including for:

formatting and designing reports

written communications

research methods to obtain information on development of financial and statistical details as required

advanced functions of word processing and desktop publishing software applicable to superannuation reports.

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.
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 organisational and report objectives, purpose, audience and task requirements prior to document design and information gathering 
Identify statutory and regulatory requirements relating to reporting 
Identify and access relevant resources and research requirements 
Model report structure and layout to suit purpose, audience and information requirements of task and confirm design meets organisational style and format 
Use software for report design and to manipulate information and other material 
Ensure software operations used in document development achieve required results 
Gather general, financial and statistical content required for report 
Develop report content according to organisational and compliance requirements 
Gather evidence that supports report recommendations 
Communicate and confirm evidence to required stakeholders and include conclusions in report 
Seek advice from relevant stakeholders on draft report 
Make required changes to report based on advice and finalise 
Produce report using required technologies according to organisational and task requirements 
Name and store report and supporting documents according to organisational policies and procedures 

Forms

Assessment Cover Sheet

FNSSUP515 - Produce reports for superannuation
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

FNSSUP515 - Produce reports for superannuation

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: