Close out financial operations in development and/or humanitarian assistance contexts

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 CHCDHA409A, 'Close out financial operations in development and/or humanitarian assistance contexts'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Close out financial operations in development and/or humanitarian assistance contexts' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

1. Close out grant at end of funding cycle

1.1 Follow all organisation procedures in relation to closeout and in line with concepts and principles of aid effectiveness and community development

1.2 Disburse all outstanding payments to vendors, taxation agencies and staff

1.3 Clear all outstanding advances and expense reports

1.4 Meet all donor requirements, including asset disposal, final financial reporting and record retention

1.5 Provide all final financial reports to key internal stakeholders

1.6 Remit all unspent funds back to the donor

2. Close out project or program

2.1 Follow all organisation procedures in relation to closeout

2.2 Disburse all outstanding payments to vendors, taxation agencies and staff

2.3 Clear all outstanding advances and expense reports

2.4 Meet all donor requirements, including asset disposal, final financial reporting and record retention

2.5 Provide all final financial reports to key internal stakeholders

2.6 Remit all unspent funds back to the donor

2.7 Close all bank accounts, receive and review final statements

2.8 Track all assets disposed or transferred to other projects in accordance with donor and organisation requirements

2.9 Remove all financial documents to a secure location

3. Close out at end of financial year

3.1 Complete reconciliation with donor funding to identify and carry forward funding to the new fiscal period

3.2 Provide all required year-end financial reports to internal and external stakeholders in appropriate formats, which include all relevant data, and in a timely manner

3.3 Record properly valuations of gift in-kind balances


Qualifications and Skillsets

CHCDHA409A appears in the following qualifications:

  • CHC42810 - Certificate IV in Community Services (Development and/or Humanitarian Assistance)
  • CHC52310 - Diploma of Community Services (Development and/or Humanitarian Assistance)