Required skills

numeracy skills to

interpret information in budget papers

perform simple calculations

communication and teamwork skills to work cooperatively with other board members management and staff of the organisation members community and key stakeholders

culturally appropriate communication skills to relate to people from diverse backgrounds and with diverse abilities

evaluation and decisionmaking skills to monitor and review information presented to the board and enact decisions

initiative and enterprise skills to make decisions and prioritise future activity

problemsolving skills to identify and manage differences of opinions

Required knowledge

components of a typical budget and standard budgeting procedures

concept of community control of organisations and how it may apply to budgetary decision making

concept of financial contingency planning and how this can be undertaken

current and potential sources of income to fund the organisations activities

geographic cultural social economic and political context in which particular organisations operate and how this might impact on budgetary decisionmaking

organisational plans that will have an effect on the budget

organisationalvision objectives and procedures in relation to sources of income for organisational activities

provisions of federal state or territory legislation and funding body requirements that impact on how finances and assets are able to be used within the organisation

relevant protocols and cultural responsibilities when making budgetary decisions

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria required skills and knowledge range statement and the Assessment Guidelines for the Training Package

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the ability to

identify typical information to be included in a budget

recognise when a budget indicates that expenditure is greater than income and suggest modifications that would bring it into balance

prepare a balanced budget in collaboration with others that meets the boards identified needs

Context of and specific resources for assessment

Assessment must ensure

access to examples of budgets

access to examples of relevant documents

access to examples of projects that might be undertaken by a board

knowledge and performance are assessed over time to confirm consistency in performance

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge The following examples are appropriate for this unit

analysis of responses to case studies and scenarios

direct questioning combined with reflection of practical performance by the candidate

observation of performance on a board or simulated board

observation of performance in role plays

observation of presentations

oral or written questioning to assess knowledge

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector workplace and job role is recommended for example

BSBATSIMA Oversee financial management

BSBATSIM418A Oversee financial management.

Budget working group may include:

Budget performance may relate to:

Relevant sources may include:

Income may include:

Expenditure may relate to:

Potential problem areas may include: