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

TAEEDU508A Mapping and Delivery Guide
Manage international education financial and administrative processes

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency TAEEDU508A - Manage international education financial and administrative processes
Description This unit describes the performance outcomes, skills and knowledge required to provide sound financial and administration management across a range of functions in an international education organisation.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Employability Skills This unit contains employability skills.
Learning Outcomes and Application This unit applies to individuals who manage finances and administration for educational programs in an international education provider context. They could work in the administration of education programs and projects in organisations from one or more international education sectors (schools, English language training organisations, vocational training and education, higher education, postgraduate education). These organisations could be onshore or offshore and could be public or private.
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: Implement policies and procedures for managing finance and administration
  • Identify and contribute to the development of policies and procedures for managing finance and administration
  • Apply risk assessment and risk management strategies to managing finance and administration
  • Manage finance and administration compliance with organisation policy and procedures and relevant legislation, regulations and codes
  • Establish and follow communication processes to give and receive information, including the production of finance and administration reports
  • Consult with work and management teams, and other relevant stakeholders in relation to decision making on finance and administration matters
  • Review, monitor and implement agreed changes to finance and administration management, in line with organisational policies and procedures
       
Element: Contribute to financial plan development and implementation
  • Interpret and apply organisational strategic plan to finance and administration planning and management, in a team environment
  • Consult with relevant personnel to gather information for input into financial plan
  • Develop financial plan with management team
  • Present financial plan for approval, in line with organisational policies and procedures
  • Implement approved financial plan
  • Periodically review financial plan's accord with organisational objectives and outcomes, and gain approval for adjustments, in line with organisational policies and procedures
       
Element: Source and contribute to the management of financial and funding allocation
  • Identify sources of finances and funds
  • Identify organisational financial requirements with work and management teams
  • Monitor negotiation, financing and funding of contracts, and implement contract processes to finalisation
  • Manage finance of the organisation in a team environment, according to organisational procedures and relevant legislation, regulations and codes
  • Provide financial reports to relevant personnel, in line with organisational policies and procedures
       
Element: Monitor administration of the accounting function
  • Contribute to the establishment of procedures for the financial transactions of an international education organisation, including employee remuneration and contract payments
  • Monitor implementation of finance and administration procedures
  • Consult with relevant stakeholders with respect to complying with legal requirements for accounting
  • Contribute to financial accounting reports produced and presented, in line with organisational procedures
       
Element: Manage student admission processes and fee records
  • Monitor admissions processes to ensure compliance with relevant legislation, regulations and codes and organisational policies and procedures
  • Monitor accurate completion of admissions documents and database entries, tracking deficiencies and ensuring rectification where required, to meet compliance requirements
  • Review admissions policies and procedures to identify ongoing improvements
  • Check clients' agreed fee instalments and payment schedules against receipt documents and dates, to facilitate on time collection of correct monies
  • Monitor student fee receipt procedures to facilitate correct processing and recording, and bank in correct account, in accordance with relevant legislation, regulations and codes
  • Draw down student fees to operational bank accounts according to organisational policies and procedures and relevant legislation, regulations and codes
  • Process and verify student fee refunds in accordance with relevant legislation, regulations and codes and organisational refund policy
       
Element: Manage general administration functions
  • Manage administration of functions in accordance with work role in the management team and governance requirements
  • Consult organisation staff regarding own and work team performance in functional administration
  • Receive reports from work team on action taken on identified issues
  • Develop reports on administration matters to the management team and for governance related requirements, in line with organisational policy
  • Discuss and clearly communicate matters of administration, such as any adjustments to administration policies and procedures, to relevant personnel
  • Provide support to members of the management team, as required, with education and training systems and financial administration
       


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 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 on-the-job performance by the candidate

evaluation of supervisor's 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.

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.

Required skills

communication skills to interact effectively in an intercultural context with clients, co-workers 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 finance-related 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

problem-solving skills to negotiate with people in issues resolution processes

self-management 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, e-communication 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.

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

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 and contribute to the development of policies and procedures for managing finance and administration 
Apply risk assessment and risk management strategies to managing finance and administration 
Manage finance and administration compliance with organisation policy and procedures and relevant legislation, regulations and codes 
Establish and follow communication processes to give and receive information, including the production of finance and administration reports 
Consult with work and management teams, and other relevant stakeholders in relation to decision making on finance and administration matters 
Review, monitor and implement agreed changes to finance and administration management, in line with organisational policies and procedures 
Interpret and apply organisational strategic plan to finance and administration planning and management, in a team environment 
Consult with relevant personnel to gather information for input into financial plan 
Develop financial plan with management team 
Present financial plan for approval, in line with organisational policies and procedures 
Implement approved financial plan 
Periodically review financial plan's accord with organisational objectives and outcomes, and gain approval for adjustments, in line with organisational policies and procedures 
Identify sources of finances and funds 
Identify organisational financial requirements with work and management teams 
Monitor negotiation, financing and funding of contracts, and implement contract processes to finalisation 
Manage finance of the organisation in a team environment, according to organisational procedures and relevant legislation, regulations and codes 
Provide financial reports to relevant personnel, in line with organisational policies and procedures 
Contribute to the establishment of procedures for the financial transactions of an international education organisation, including employee remuneration and contract payments 
Monitor implementation of finance and administration procedures 
Consult with relevant stakeholders with respect to complying with legal requirements for accounting 
Contribute to financial accounting reports produced and presented, in line with organisational procedures 
Monitor admissions processes to ensure compliance with relevant legislation, regulations and codes and organisational policies and procedures 
Monitor accurate completion of admissions documents and database entries, tracking deficiencies and ensuring rectification where required, to meet compliance requirements 
Review admissions policies and procedures to identify ongoing improvements 
Check clients' agreed fee instalments and payment schedules against receipt documents and dates, to facilitate on time collection of correct monies 
Monitor student fee receipt procedures to facilitate correct processing and recording, and bank in correct account, in accordance with relevant legislation, regulations and codes 
Draw down student fees to operational bank accounts according to organisational policies and procedures and relevant legislation, regulations and codes 
Process and verify student fee refunds in accordance with relevant legislation, regulations and codes and organisational refund policy 
Manage administration of functions in accordance with work role in the management team and governance requirements 
Consult organisation staff regarding own and work team performance in functional administration 
Receive reports from work team on action taken on identified issues 
Develop reports on administration matters to the management team and for governance related requirements, in line with organisational policy 
Discuss and clearly communicate matters of administration, such as any adjustments to administration policies and procedures, to relevant personnel 
Provide support to members of the management team, as required, with education and training systems and financial administration 

Forms

Assessment Cover Sheet

TAEEDU508A - Manage international education financial and administrative processes
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

TAEEDU508A - Manage international education financial and administrative processes

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: