Assessor Resource

MEA132
Manage budgetary resources in the aviation maintenance environment

Assessment tool

Version 1.0
Issue Date: May 2024


This unit of competency requires application of procedures for the development and monitoring of a budget for scheduled and unscheduled maintenance in aircraft and aeronautical product maintenance organisations, including engineering and logistic support areas. Work may be performed individually or as part of a team.

It covers the competencies required to manage budgeting activities in aircraft and aeronautical product maintenance and logistic support activities other than major maintenance budgets associated with integrated logistic support (ILS) maintenance programs. Competencies related to these programs are partly covered by MEA139 Perform aviation maintenance-related integrated logistic support management activities. Individuals involved in the management of such programs may, as an alternative to MEA132 , consider attainment of PSPMNGT610A Manage public sector financial resources, from the PSP12 Public Sector Training Package. Those who are accountable managers of maintenance organisations may, instead of this unit, consider attaining MEA146 Prepare and manage aviation maintenance organisation budgets and financial plans.

The unit is part of the Aeroskills Advanced Diploma training pathways. It is used in workplaces that operate under the airworthiness regulatory systems of the Australian Defence Force (ADF) and the Civil Aviation Safety Authority (CASA).

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1.

Plan a budget

1.1

Workplace resource needs are identified and documented

1.2

Resource needs are costed

1.3

Budget document is prepared and processed in accordance with organisational requirements

2.

Manage the acquisition and allocation of budgetary resources

2.1

Systems for monitoring expenditure are maintained

2.2

Budgets are monitored to ensure expenditure is within targets

2.3

Appropriate technology is applied to the resource management system

2.4

Changing priorities are identified and discussed with applicable personnel

2.5

Budget document is amended in response to changing activities or costs

2.6

Accountability requirements are satisfied

3.

Evaluate and report budget outcomes

3.1

Expenditure against planned budget is evaluated

3.2

Impacts on financial changes/constraints on work unit objectives are evaluated and documented

3.3

Report on expenditure/budget is prepared in accordance with organisational policies and procedures

Evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria under the specified conditions of assessment on at least one occasion, and must include:

financial management

monitoring

evaluation and decision making

mathematical calculation.

Evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

organisational budgetary processes

tasking over the period of the budget

requirements in Civil Aviation Safety Regulations (CASRs) regarding financial status of maintenance organisations

fraud and ethics.

This unit may be assessed on the job, off the job or a combination of both on and off the job. Where assessment occurs off the job, that is, the candidate is not in productive work, an appropriate simulation must be used where the range of conditions reflects realistic workplace situations in the management of budgetary resources within the aviation maintenance environment.

The candidate must have access to all materials and documentation required and must be permitted to refer to any relevant workplace procedures, codes, standards, manuals and reference materials. The assessment environment should not disadvantage the candidate.

Assessors must be satisfied that the candidate can competently and consistently perform all elements of the unit as specified by the criteria, including required knowledge, and be capable of applying the competency in new and different situations and contexts.

Assessors should gather a range of evidence that is valid, sufficient, current and authentic. The preferred method is the records in the Maintenance Management Competency Log. Where the individual does not have a Competency Log evidence can be gathered through a variety of ways, including direct observation, supervisor’s reports, project work, samples and questioning. Questioning techniques should not require language, literacy and numeracy skills beyond those required in this unit of competency.

Assessors must satisfy the requirements of the National Vocational Education and Training Regulator (Australian Skills Quality Authority, or its successors).

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

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.

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1.

Plan a budget

1.1

Workplace resource needs are identified and documented

1.2

Resource needs are costed

1.3

Budget document is prepared and processed in accordance with organisational requirements

2.

Manage the acquisition and allocation of budgetary resources

2.1

Systems for monitoring expenditure are maintained

2.2

Budgets are monitored to ensure expenditure is within targets

2.3

Appropriate technology is applied to the resource management system

2.4

Changing priorities are identified and discussed with applicable personnel

2.5

Budget document is amended in response to changing activities or costs

2.6

Accountability requirements are satisfied

3.

Evaluate and report budget outcomes

3.1

Expenditure against planned budget is evaluated

3.2

Impacts on financial changes/constraints on work unit objectives are evaluated and documented

3.3

Report on expenditure/budget is prepared in accordance with organisational policies and procedures

This field allows for different work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included.

Workplace resource needs include:

Personnel

Finance

Equipment

Facilities

Items of aeronautical product

Breakdown spares and materials

Consumables

Budgets include:

Annual

Length of project/activity

Quarterly

For another period of time, as required

Systems for monitoring expenditure include:

Paper-based systems

Computerised systems

Receipts and invoices

Quotes

Evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria under the specified conditions of assessment on at least one occasion, and must include:

financial management

monitoring

evaluation and decision making

mathematical calculation.

Evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

organisational budgetary processes

tasking over the period of the budget

requirements in Civil Aviation Safety Regulations (CASRs) regarding financial status of maintenance organisations

fraud and ethics.

This unit may be assessed on the job, off the job or a combination of both on and off the job. Where assessment occurs off the job, that is, the candidate is not in productive work, an appropriate simulation must be used where the range of conditions reflects realistic workplace situations in the management of budgetary resources within the aviation maintenance environment.

The candidate must have access to all materials and documentation required and must be permitted to refer to any relevant workplace procedures, codes, standards, manuals and reference materials. The assessment environment should not disadvantage the candidate.

Assessors must be satisfied that the candidate can competently and consistently perform all elements of the unit as specified by the criteria, including required knowledge, and be capable of applying the competency in new and different situations and contexts.

Assessors should gather a range of evidence that is valid, sufficient, current and authentic. The preferred method is the records in the Maintenance Management Competency Log. Where the individual does not have a Competency Log evidence can be gathered through a variety of ways, including direct observation, supervisor’s reports, project work, samples and questioning. Questioning techniques should not require language, literacy and numeracy skills beyond those required in this unit of competency.

Assessors must satisfy the requirements of the National Vocational Education and Training Regulator (Australian Skills Quality Authority, or its successors).
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

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Workplace resource needs are identified and documented 
Resource needs are costed 
Budget document is prepared and processed in accordance with organisational requirements 
Systems for monitoring expenditure are maintained 
Budgets are monitored to ensure expenditure is within targets 
Appropriate technology is applied to the resource management system 
Changing priorities are identified and discussed with applicable personnel 
Budget document is amended in response to changing activities or costs 
Accountability requirements are satisfied 
Expenditure against planned budget is evaluated 
Impacts on financial changes/constraints on work unit objectives are evaluated and documented 
Report on expenditure/budget is prepared in accordance with organisational policies and procedures 

Forms

Assessment Cover Sheet

MEA132 - Manage budgetary resources in the aviation maintenance environment
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

MEA132 - Manage budgetary resources in the aviation maintenance environment

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: