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subject privacy and confidentiality issues

Subject privacy and confidentiality issues

SITXFIN004
PREPARE AND MONITOR BUDGETS Learner Workbook

Prior to commencing the assessments, your trainer/assessor will explain each assessment task and the terms and conditions relating to the submission of your assessment task. Please consult with your trainer/assessor if you are unsure of any questions. It is important that you understand and adhere to the terms and conditions, and address fully each assessment task. If any assessment task is not fully addressed, then your assessment task will be returned to you for resubmission. Your trainer/assessor will remain available to support you throughout the assessment process.

Written work

Your assessment tasks are well presented, well referenced and word processed

Your assessment tasks include your full legal name on each and every page.

Presenting any work by another individual as one's own unintentionally

Handing in assessments markedly similar to or copied from another learner

If it is identified that you have plagiarised within your assessment, then a meeting will be

organised to discuss this with you, and further action may be taken accordingly.

There are two outcomes of assessments: S = Satisfactory and NS = Not Satisfactory (requires more training and experience).

Once the learner has satisfactorily completed all the tasks for this module the learner will be awarded “Competent” (C) or “Not yet Competent” (NYC) for the relevant unit of competency.

We will treat anything, including information about your job, workplace, employer, with strict confidence, in accordance with the law. However, you are responsible for ensuring that you do not provide us with anything regarding any third party including your employer, colleagues and others, that they do not consent to the disclosure of. While we may ask you to provide information or details about aspects of your employer and workplace, you are responsible for obtaining necessary consents and ensuring that privacy rights and confidentiality obligations are not breached by you in supplying us with such information.

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Special needs
Candidates with special needs should notify their trainer/assessor to request any required
adjustments as soon as possible. This will enable the trainer/assessor to address the identified needs immediately.

ASSESSMENT REQUIREMENTS

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As part of the assessment process, all learners must abide by any relevant assessment policies as provided during induction.

If you feel you are not yet ready to be assessed or that this assessment is unfair, please contact your assessor to discuss your options. You have the right to formally appeal any outcome and, if you wish to do so, discuss this with your trainer/assessor.

The observation will usually require:

Performing a work based skill or task

Undertaking a simulation exercise.

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depending on the task to be undertaken and whether it is an observation or demonstration. Your

trainer/assessor will ensure you are provided with the correct equipment and/or materials to

You should supply details of the third party to the assessor before you commence the activities (see below), unless the assessor has already selected a third party themselves.

The assessor can then contact the third party in instances where they require more evidence to determine competency, or they cannot observe certain tasks themselves.

If you are not employed, or able to complete demonstrative tasks in the workplace, you will need to inform the assessor. They will be able to provide you with a simulated environment in which to complete these tasks.

We would prefer that, wherever possible, these be “live” issues for your industry and require application of the principles that you are learning as part of your training. Where this is not possible, you and your third party should simulate the activity tasks and demonstrations that you believe would be likely to arise in your organisation or job role.

ACTIVITIES
Complete the following activities individually or in a group (as applicable to the specific activity and the assessment environment).

2.List three types of budget.

3.List three factors you would consider when developing a budget.

Objective

To provide you with an opportunity to analyse internal and external factors for potential impact on budget

ACTIVITY 2B

2.List three factors on which you may base ambitious estimates of income and expenditure.

ACTIVITY 2C

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1.List three relevant parties you may choose to consult for their input on your draft budget.

2.List three ways to inform those concerned with budget allocation.

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LIST THREE WAYS DOCUMENTING BUDGET DECISIONS AND RESPONSIBILITIES HELPS THE OVERALL PERFORMANCE OF YOUR ORGANISATION.

ACTIVITY 4A

2.LIST THREE FUNCTIONS OF A BUDGET COMMITTEE.

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To provide you with an opportunity to analyse changes in internal and external environment and make necessary adjustments

1.List three examples of internal factors.

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