Elements and Performance Criteria

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Clients may include:
all forms of business enterprises in this context, including:
government agencies
internal customers
local governments and councils
private and public companies
residents and ratepayers.
Organisational procedures may be found in:
access and equity policy, principles and practice
business performance plans
client and organisational confidentiality requirements
client service standards
code of conduct policies
code of ethics policies
duty of care materials
duty statements
induction documentation
insurance policy agreements
legal and organisational policies and procedures
operations manuals
organisational:
goals
objectives
plans
processes
systems
personnel practices guidelines
quality and continuous improvement processes and standards
records and information systems and processes
training materials
verbal or written instructions.
Communication may be:
electronic
in writing
telephone.
Legislation and codes may include:
Australian standards
commonwealth, state and territory legislation, including:
anti-discrimination
environmental protection
equal employment opportunity
freedom of information
industrial
OHS
taxation
trade practices
industry codes.

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
This unit of competency could be assessed by observation of practical demonstration in the workplace or by demonstrating maintenance of credit control.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
A person who demonstrates competency in this unit must be able to provide evidence of the required skills and knowledge specified in this unit.
In particular the person should demonstrate the ability to:
identify overdue accounts and negotiate arrangements for payment with debtor
monitor debtor compliance.
Context of and specific resources for assessment
Assessment of essential underpinning knowledge may be conducted in an off-site context. It is to comply with relevant regulatory or Australian standards’ requirements.
Resource implications for assessment include:
work plans and approved specifications
forms and procedures manuals.
Method of assessment
The process of maintaining credit control must comply with industry expectations in the particular client environment. If the environment is narrowly defined or is not representative of industry needs, it may be necessary to refer to portfolio case studies to assess competency in the maintenance of credit control.
Assessment methods must:
satisfy the endorsed Assessment Guidelines of the Property Services Training Package
include direct observation of tasks in real or simulated work conditions, with questioning to confirm the ability to consistently identify and correctly interpret the essential underpinning knowledge required for practical application
reinforce the integration of employability skills with workplace tasks and job roles
confirm that competency is verified and able to be transferred to other circumstances and environments.
Guidance information for assessment
Reasonable adjustments for people with disabilities must be made to assessment processes where required. This could include access to modified equipment and other physical resources, and the provision of appropriate assessment support.
Assessment processes and techniques should as far as is practical take into account the language, literacy and numeracy capacity of the candidate in relation to the competency being assessed.
This unit could be assessed on its own or in combination with other units of competency relevant to the job function, for example:
BSBFIA301A Maintain financial records.