Manage the finances, accounts and resources of an organisation

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver CHCADMIN604B, 'Manage the finances, accounts and resources of an organisation'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Manage the finances, accounts and resources of an organisation' on This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to for every purchase, so go nuts :)

Elements and Performance Criteria



1. Monitor budget processes

1.1 Oversee the preparation of budgets in light of desired program performance outcomes and forward planning priorities

1.2 Ensure budget planning process is participatory and formats are clear and standardised

1.3 Ensure budgets are submitted for approval on time and in an appropriate format

1.4 Develop and prepare requirements and contracts with funding bodies in accordance with organisation procedures

1.5 Interpret and communicate the approved budget to other staff

2. Oversee implementation of systems for financial management and reporting

2.1 Adhere to legal and organisation requirements in relation to financial management and reporting

2.2 Ensure that appropriate financial reports are prepared as required by the organisation and/or funding body

2.3 Oversee the development and implementation of book keeping, accounting systems and asset management to ensure that accurate and comprehensive records of income and expenditure are appropriately maintained

2.4 Undertake regular reconciliation against operational budgets and act upon any deviations as appropriate

3. Manage the use of funds

3.1 Check actual income and expenditure against budgets at regular, identified intervals

3.2 Ensure expenditure is within agreed limits, does not compromise future spending requirements and conforms to organisation policy and procedures

3.3 Where there are actual or potential deviations from budget, notify the appropriate people and develop and implement proposals for corrective action

3.4 Where appropriate, ensure funds are invested in accordance with organisation procedures

3.5 Follow guidelines for the management of unspent funds

4. Develop and recommend funding options

4.1 Undertake research to acquire funding and resources and report the results appropriately

4.2 Where appropriate, prepare funding submissions in accordance with relevant guidelines, maintain liaison with funding body to monitor progress of the submission, undertake negotiations and make revisions as necessary

4.3 Develop contingency plans to accommodate possible shortfalls in funding and resourcing

5. Develop and implement resourcing proposals to meet operational needs

5.1 Develop resource proposals, taking account of client and stakeholder needs, organisation objectives and operational plans

5.2 Negotiate recommendations to vary operational plans to fit resource availability, with relevant personnel

5.3 Develop plans to maximise value gained from the organisation's resources

5.4 Develop and implement strategies to ensure the organisation's resource needs are met within the constraints of budget allocations, existing resources, contingencies and available resource providers

6. Monitor resource usage and performance

6.1 Monitor resource usage against organisation targets, and investigate and rectify any deviations in accordance with organisation procedures

6.2 Ensure appropriate support and training is provided to individuals and teams who have difficulties in using resources to the required standard

6.3 Oversee systems, procedures and records associated with documenting resource acquisition and usage in accordance with organisation requirements

6.4 Analyse and interpret budget and financial information to monitor productivity and performance

7. Manage property and equipment

7.1 Follow organisation procedures when assessing suitability and safety of buildings and equipment

7.2 Ensure the organisation's asset register is maintained as required

7.3 Ensure upgrade plans for building and equipment maintenance are established and implemented as required

7.4 Adhere to all relevant occupational health and safety and other legislation

7.5 Ensure procedures are in place to achieve the most competitive pricing for goods and services

Qualifications and Skillsets

CHCADMIN604B appears in the following qualifications:

  • CHC51908 - Diploma of Relationship Education
  • CHC50608 - Diploma of Community Services Work
  • CHC60308 - Advanced Diploma of Community Sector Management
  • CHC60108 - Advanced Diploma of Disability Work
  • CHC52310 - Diploma of Community Services (Development and/or Humanitarian Assistance)
  • CHC80108 - Vocational Graduate Diploma of Community Sector Management
  • HLT61307 - Advanced Diploma of Aboriginal and/or Torres Strait Islander Primary Health (Community Care)

And the skillsets: