HLTAHW064
Manage budgets


Application

This unit describes the competencies required to manage the day-to-day responsibilities of administering budgets for a program, work unit or cost centre. It is intended to address skills and knowledge required by those who manage a project budget or program budgets relating to delivery of health care for Aboriginal and/or Torres Strait Islander communities.

This unit applies to those Aboriginal and/or Torres Strait Islander Health Workers working independently and as part of a multidisciplinary team to deliver primary health care services to Aboriginal and/or Torres Strait Islander clients and communities.

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.


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

Elements define the essential outcomes.

Performance criteria specify the level of performance needed to demonstrate achievement of the Element.

1. Prepare budget

1.1 Identify and document workplace resource needs in accordance with workplace action plans

1.2 Cost and record funding needs

1.3 Prepare budget document and present to supervisor (or other relevant authority) for endorsement

2. Monitor budget expenditure

2.1 Maintain systems for monitoring finances

2.2 Ensure money is expended according to the endorsed budget document

2.3 Identify changing priorities and discuss with supervisor (or other relevant authority)

2.4 Amend budget document in response to changing priorities

2.5 Satisfy accountability requirements

Evidence of Performance

The candidate must show evidence of the ability to complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the job role.

There must be evidence that the candidate has:

prepared, documented and presented budget information in line with organisation requirements on at least one occasion, including:

monitoring expenditure and reviewing budgetary provisions in line with identified priorities and accountability requirements

costing and recording funding needs

identifying changing priorities and discussing issues with supervisor

managing financial aspects in line with requirements of own role

amending budget document to reflect changes in priorities.


Evidence of Knowledge

The candidate must be able to demonstrate essential knowledge required to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role.

This includes knowledge of:

organisation guidelines relating to funding applications, budget compilation and expenditure

organisation procedures for cost-centre management

accounting procedures as required by level of responsibility and workplace


Assessment Conditions

Skills must be demonstrated working:

in a health service or centre

individually or as a member of a multidisciplinary primary health care team

with Aboriginal and/or Torres Strait Islander clients and communities.

In addition, simulations and scenarios must be used where the full range of contexts and situations cannot be provided in the workplace or may occur only rarely. These are situations relating to emergency or unplanned procedures where assessment in these circumstances would be unsafe or is impractical.

Simulated assessment environments must simulate the real-life working environment where these skills and knowledge would be performed, with all the relevant equipment and resources of that working environment.

Assessors must satisfy the Standards for Registered Training Organisations (RTOs) 2015/AQTF mandatory competency requirements for assessors.

Assessment must be undertaken by a workplace assessor who has expertise in this unit of competency and who is:

an Aboriginal and/or Torres Strait Islander Health Worker

or:

accompanied by an Aboriginal and/or Torres Strait Islander person who is a recognised member of the community with experience in primary health care


Foundation Skills

The Foundation Skills describe those required skills (language, literacy, numeracy and employment skills) that are essential to performance.

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.