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 relevant statistics 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
access web-based information services
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, objectives and guidelines
Government Member Benefit Protection Rules
Preservation Rules (after July 1999)
taxation requirements and tax rates for benefit payments under the Income Tax Assessment Act
components of a superannuation RBS and PAYG Payment Summary
documentation requirements of benefit payments
procedures for calculating and processing benefits
application of privacy legislation
fraud deterrence practices.
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.
Errors and/or incompletions in documentation may include: | member information is illegible or missing signature is missing documentation is inconsistent member information does not correlate with fund records insufficient detail given |
Conditions identified in trust deed may include: | fund guidelines details of policy taken by member relevant legislation |
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 verifying status of rollover conditions |
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