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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Provide feedback on and/or confirm authorities and guidelines
   • Read and interpret draft authorities and guidelines
   • Identify practical application of authorities and guidelines through market testing to determine need for variance
   • Negotiate final form of authorities and guidelines with relevant parties to ensure they accommodate variations in workplace requirements and are within organisational policy and procedures
   • Obtain authorised authorities and guidelines, and confirm in writing
2. Determine allocation of authorities and guidelines
   • Determine criteria to be used as basis for allocation
   • Ensure allocation is consistent with existing or updated distribution agreements
   • Determine allocations within industry code of practice and relevant legislative requirements
   • Ensure allocation enables achievement of desired result in accordance with business plan
3. Negotiate variations to allocated authorities and guidelines
   • Negotiate variations where opportunities to maximise or adjust business returns are identified
   • Base negotiation on all relevant information
   • Ensure outcome of negotiation is accepted by parties
4. Allocate authorities and guidelines
   • Advise allocations in writing in clear, concise and timely manner
   • Provide training as appropriate and assess its effectiveness
   • Record allocation of authorities and guidelines promptly and accurately to ensure records are current
   • Verify understanding of authorities and guidelines, and record where appropriate
   • Update variations to authorities and guidelines in accordance with organisational policy to ensure currency of operational procedures
   • Undertake implementation procedures within relevant industry code of practice and legislative requirements
5. Monitor and review authorities and guidelines compliance
   • Check submissions received for compliance with authorities and guidelines
   • Monitor business trends and compliance variations to determine effectiveness of authorities and guidelines
   • Rectify non-compliance with authorities and guidelines promptly to maintain business plan objectives
6. Evaluate effectiveness of authorities and guidelines
   • Identify market trends to ensure evaluation is based on reliable information
   • Assess trends to quantify impact on expected business
   • Revise allocations in accordance with changes to code of practice, legislative and organisational policy requirements

Performance Evidence

Evidence of the ability to:

accurately apply the criteria for selection of distribution authorities

negotiate and determine the allocation of authorities

document and implement changes to allocated authorities

monitor, review and evaluate the effectiveness of the distribution authorities based on organisational goals and policies

rectify non-compliance issues with distribution authorities

conduct market testing to identify optimal choices of distribution authorities.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

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Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

describe relevant organisational products and services

explain organisational distribution requirements and channels

outline organisational income and expenditure forecasting

describe organisational marketing, administration, systems, performance measures and training needs

explain organisational resources and budgeting

outline key features of relevant legislation, regulatory guidelines and industry sector codes of practice.

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