Unit of competency Outline

Date retreived
22/07/2026 3:09 PM AWST

Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.

Set and achieve budget

Set and achieve budget

Unit of competency
National Code
TLIQ207C
State Code
S5870
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
14/07/2010
State Implementation and Classification
Approved Date
06/03/2008
Field of Education
080101 - Accounting
Original Release Date
06/03/2008
Nominal Hours
30
Description
Notes
Elements and Performance Criteria
No information
Work may be undertaken in various work environments and involves a leadership role in the warehousing, storage, transport and distribution industries, for example:
in the warehouse and/or depot
in the vehicle on the road
at the client's workplace
in team and autonomous working situations

Customers may be:
internal or external

Operations may be conducted:
by day or night

The workplace environment may involve:
twenty-four hour operation
single and multi-site location
large, medium and small workplaces

Services, products, risks, work systems and requirements potentially vary:
in different sections of the workplace

Budgets may be:
developed for component parts of operations or for specialised service provision

Budgets are developed:
within the context of workplace policies and procedures

Consultative processes may involve:
employees, supervisors and managers
contractors
suppliers and current or potential clients
financial managers and accountants
relevant authorities, government departments and institutions
representatives of other enterprises and organisations related to the international transfer of freight
industrial relations and OH&S specialists
other professional, maintenance and technical staff

Communications systems may involve:
fixed and mobile telephone
radio
fax
email
electronic data transfer of information
mail, forms and internal memos

Depending on the type of organisation concerned and the local terminology used, workplace procedures may include:
company procedures
enterprise procedures
organisational procedures
established procedures

Documentation/records may include:
codes of practice and regulations relevant to the budgetary control
budgetary documentation
workplace operating procedures and policies
operations manuals, job specifications and procedures and induction documentation
supplier and/or client instructions
Australian and international standards, criteria and certification requirements
communications technology equipment and oral, aural or signed communications
quality assurance standards and procedures
emergency procedures
relevant competency standards and training materials
QA plans, data and document control
conditions of service, legislation and industrial agreements including workplace agreements and awards

Applicable procedures and codes may include:
regulations and codes of practice relevant to budgetary control
relevant Australian standards and certification requirements
relevant state/territory OH&S legislation
relevant state/territory environmental protection legislation
relevant workplace relations legislation
relevant workers compensation legislation
equal opportunity, equal employment opportunity and affirmative action legislation

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

The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:

the underpinning knowledge and skills
relevant legislation and workplace procedures
other relevant aspects of the range statement

Context of, and specific resources for assessment
Performance is demonstrated consistently over a period of time and in a suitable range of contexts

Resources for assessment include:

a range of relevant exercises, case studies and other simulated practical and knowledge assessment, and/or
access to an appropriate range of relevant operational situations in the workplace

In both real and simulated environments, access is required to:

relevant and appropriate materials and/or equipment, and/or
applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

Method of assessment
Assessment of this unit must be undertaken by a registered training organisation
As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests

Practical assessment must occur:

through appropriately simulated activities at the registered training organisation, and/or
in an appropriate range of situations in the workplace

Replaces
State Code National Code Title Type
S2375 TDTQ298B Set and achieve budget Unit of competency
Replaced By
State Code National Code Title Type
D5314 TLIP5025A Set and achieve budget Unit of competency
No information