Unit of competency Outline
Date retreived
22/07/2026 3:09 PM AWST
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
TLIQ207C
State Code
S5870
S5870
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
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
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
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
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 |