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:
use questioning and active listening to gather and check information
liaise and share information with others
communicate appropriately with people from diverse backgrounds
numeracy skills to:
interpret numeric data and from this perform calculations related to achieving required outcomes
IT skills to:
use computer applications (word processing, spreadsheet, database, specific purpose computer systems)
access and update records electronically
reading skills to:
read and understand relevant procedures
read and interpret applications and supporting documentation
writing skills to:
accurately record information
prepare professional letters and emails
organisational skills to efficiently plan and sequence work
problem solving skills to address inaccuracies and omissions in applications
analytical skills to effectively analyse information and data.
Required knowledge
company policies, procedures, objectives and guidelines
superannuation fund structures
available products and services
fund rules
guiding principles of the Privacy Act
fraud deterrence practices
information technology system procedures for documentation
organisational information, documentation and communication systems.
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.
Inconsistencies may include: | personal details do not correspond employer details do not correspond contribution details do not correspond contribution changes employment changes applicant is not eligible to apply current forms are not used |
Superannuation records may include the following details: | personal details employment details member categories (eg spouse account) employer/member contribution balances preservation categories historical information Rollover Benefit Statement (RBS) categories funds allocation requirements other special circumstances transaction details (eg changes in member investment choices or insurance choices) insurance categories investment choice categories beneficiaries |
Factors influencing interest allocation may include: | government regulation investment performance fund rules |
Organisational procedures may include: | system/computer procedures best practice standards regulatory requirements internal communications internal service level agreements codes of practice documentation and filing procedures |
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