Unit of competency Outline
Date retreived
22/07/2026 4:59 AM AWST
22/07/2026 4:59 AM 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.
Manage international education financial and administrative processes
Manage international education financial and administrative processes
Unit of competency
National Code
TAEEDU508A
TAEEDU508A
State Code
WA884
WA884
TGA Status
Deleted
Deleted
DTWD Status
Deleted
Deleted
State Implementation and Classification
Approved Date
29/10/2014
Field of Education
080301 - Business Management
Original Release Date
29/10/2014
Nominal Hours
80
Description
This unit describes the performance outcomes, skills and knowledge required to provide sound financial and administration management across a range of functions in an international education organisation.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Notes
Elements and Performance Criteria
1. Implement policies and procedures for managing finance and administration
- 1.1. Identify and contribute to the development of policies and procedures for managing finance and administration
- 1.2. Apply risk assessment and risk management strategies to managing finance and administration
- 1.3. Manage finance and administration compliance with organisation policy and procedures and relevant legislation, regulations and codes
- 1.4. Establish and follow communication processes to give and receive information, including the production of finance and administration reports
- 1.5. Consult with work and management teams, and other relevant stakeholders in relation to decision making on finance and administration matters
- 1.6. Review, monitor and implement agreed changes to finance and administration management, in line with organisational policies and procedures
2. Contribute to financial plan development and implementation
- 2.1. Interpret and apply organisational strategic plan to finance and administration planning and management, in a team environment
- 2.2. Consult with relevant personnel to gather information for input into financial plan
- 2.3. Develop financial plan with management team
- 2.4. Present financial plan for approval, in line with organisational policies and procedures
- 2.5. Implement approved financial plan
- 2.6. Periodically review financial plan's accord with organisational objectives and outcomes, and gain approval for adjustments, in line with organisational policies and procedures
3. Source and contribute to the management of financial and funding allocation
- 3.1. Identify sources of finances and funds
- 3.2. Identify organisational financial requirements with work and management teams
- 3.3. Monitor negotiation, financing and funding of contracts, and implement contract processes to finalisation
- 3.4. Manage finance of the organisation in a team environment, according to organisational procedures and relevant legislation, regulations and codes
- 3.5. Provide financial reports to relevant personnel, in line with organisational policies and procedures
4. Monitor administration of the accounting function
- 4.1. Contribute to the establishment of procedures for the financial transactions of an international education organisation, including employee remuneration and contract payments
- 4.2. Monitor implementation of finance and administration procedures
- 4.3. Consult with relevant stakeholders with respect to complying with legal requirements for accounting
- 4.4. Contribute to financial accounting reports produced and presented, in line with organisational procedures
5. Manage student admission processes and fee records
- 5.1. Monitor admissions processes to ensure compliance with relevant legislation, regulations and codes and organisational policies and procedures
- 5.2. Monitor accurate completion of admissions documents and database entries, tracking deficiencies and ensuring rectification where required, to meet compliance requirements
- 5.3. Review admissions policies and procedures to identify ongoing improvements
- 5.4. Check clients' agreed fee instalments and payment schedules against receipt documents and dates, to facilitate on time collection of correct monies
- 5.5. Monitor student fee receipt procedures to facilitate correct processing and recording, and bank in correct account, in accordance with relevant legislation, regulations and codes
- 5.6. Draw down student fees to operational bank accounts according to organisational policies and procedures and relevant legislation, regulations and codes
- 5.7. Process and verify student fee refunds in accordance with relevant legislation, regulations and codes and organisational refund policy
6. Manage general administration functions
- 6.1. Manage administration of functions in accordance with work role in the management team and governance requirements
- 6.2. Consult organisation staff regarding own and work team performance in functional administration
- 6.3. Receive reports from work team on action taken on identified issues
- 6.4. Develop reports on administration matters to the management team and for governance related requirements, in line with organisational policy
- 6.5. Discuss and clearly communicate matters of administration, such as any adjustments to administration policies and procedures, to relevant personnel
- 6.6. Provide support to members of the management team, as required, with education and training systems and financial administration
RANGE STATEMENT
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.
Risk assessment and risk management strategies may include:
ensuring adequate information provision, communication, coaching and training of staff
ensuring own and subordinate staff compliance with legislative and regulatory requirements, including those for OHS, and organisational policies and procedures
identifying potential areas of risk, assessing its likelihood and consequences, and identifying adequate controls and mitigation strategies
Relevant legislation, regulations and codes may include:
Australian and/or international accounting standards
corporations legislation in relation to financial transactions
current relevant legislation, regulations, industry codes of practice and policy (commonwealth and state/territory) relating to:
anti-discrimination including equal opportunity and equal employment opportunity, disability discrimination, racial intolerance
business compliance relevant to work roles
child protection legislation and regulations
Education Services for Overseas Students (ESOS) Act 2000, subsequent amendments and related legislation
employment, education and training - relevant to onshore and offshore provision
environmental issues
ESOS Assurance Fund requirements
immigration related policies and procedures for example from commonwealth government departments such as Department of Education, Science and Training (DEST), Department of Immigration and Citizenship (DIAC), Department of Health and Ageing (DOHA), Department of Foreign Affairs and Trade (DFAT )
National Code of Practice for Registration Authorities and Providers of International Education and Training
occupational health and safety
privacy and confidentiality
Transnational Quality Strategy (2005)
workplace employment practices and industrial relations
quality assurance guidelines set by particular organisations e.g. cultural diversity, equity and access, critical incidents and workplace practices
taxation and employment related legislation
Relevant stakeholders may include:
accountants and financial auditors
board or committee of management
chief executive officer, managers, leaders, coordinators
consular staff, government or agency personnel
internal users of purchased goods and services
OHS specialists
overseas agents
owner
parents
personnel authorised to commit the organisation to purchases
specialist personnel involved in purchasing, asset maintenance and finance
students
supervisors
Relevant personnel may include:
board or committee of management
chief executive officer
senior level managers
team leaders and managers
work team
Admissions processes may include:
accurately providing services and advice including collection on arrival, accommodation, student orientation programs
administering records management including maintaining current contact details
checking all documentation requirements and entry requirements are met (including visa requirements, payment of correct fees)
compliance with relevant industry codes of practice and national codes in relation to international education
determining and advising of application outcome
generating records manually and using databases such as Provider Registration and International Student Management System (PRISMS), in accordance with external requirements and organisational policies and procedures
receipt and tracking of student applications
Work role may include:
performance of work tasks, mainly autonomously
participation in a management team, with responsibility to more senior managers, chief executive officer and/or board/committee
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.
Risk assessment and risk management strategies may include:
ensuring adequate information provision, communication, coaching and training of staff
ensuring own and subordinate staff compliance with legislative and regulatory requirements, including those for OHS, and organisational policies and procedures
identifying potential areas of risk, assessing its likelihood and consequences, and identifying adequate controls and mitigation strategies
Relevant legislation, regulations and codes may include:
Australian and/or international accounting standards
corporations legislation in relation to financial transactions
current relevant legislation, regulations, industry codes of practice and policy (commonwealth and state/territory) relating to:
anti-discrimination including equal opportunity and equal employment opportunity, disability discrimination, racial intolerance
business compliance relevant to work roles
child protection legislation and regulations
Education Services for Overseas Students (ESOS) Act 2000, subsequent amendments and related legislation
employment, education and training - relevant to onshore and offshore provision
environmental issues
ESOS Assurance Fund requirements
immigration related policies and procedures for example from commonwealth government departments such as Department of Education, Science and Training (DEST), Department of Immigration and Citizenship (DIAC), Department of Health and Ageing (DOHA), Department of Foreign Affairs and Trade (DFAT )
National Code of Practice for Registration Authorities and Providers of International Education and Training
occupational health and safety
privacy and confidentiality
Transnational Quality Strategy (2005)
workplace employment practices and industrial relations
quality assurance guidelines set by particular organisations e.g. cultural diversity, equity and access, critical incidents and workplace practices
taxation and employment related legislation
Relevant stakeholders may include:
accountants and financial auditors
board or committee of management
chief executive officer, managers, leaders, coordinators
consular staff, government or agency personnel
internal users of purchased goods and services
OHS specialists
overseas agents
owner
parents
personnel authorised to commit the organisation to purchases
specialist personnel involved in purchasing, asset maintenance and finance
students
supervisors
Relevant personnel may include:
board or committee of management
chief executive officer
senior level managers
team leaders and managers
work team
Admissions processes may include:
accurately providing services and advice including collection on arrival, accommodation, student orientation programs
administering records management including maintaining current contact details
checking all documentation requirements and entry requirements are met (including visa requirements, payment of correct fees)
compliance with relevant industry codes of practice and national codes in relation to international education
determining and advising of application outcome
generating records manually and using databases such as Provider Registration and International Student Management System (PRISMS), in accordance with external requirements and organisational policies and procedures
receipt and tracking of student applications
Work role may include:
performance of work tasks, mainly autonomously
participation in a management team, with responsibility to more senior managers, chief executive officer and/or board/committee
EVIDENCE GUIDE
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
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
establishing and implementing policies and procedures including risk management strategies, to manage finance and administration in an international education organisation
resolving issues in relation to finance, funding, and administration through appropriate communication, consultation, reporting and, where necessary, referral to legal or accounting external professionals
knowledge of relevant legislative, regulatory and standards compliance requirements.
Context of and specific resources for assessment
Assessment must ensure:
access to opportunities to participate in a range of practical exercises and projects
access to relevant documents.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
evaluation of supervisor's reports on how the candidate manages financial and administrative processes in an international education context
analysis of projects, case studies, completed records and reports developed by the candidate
review of financial plan developed with management team
oral or written questioning to assess knowledge of structure and functions of an international educational organisation
evaluation of any adjustments made to the financial plan
review of communication of administration matters to relevant personnel, such as adjustments to administration policies and procedures.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
other educational administration units
customer service units.
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
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
establishing and implementing policies and procedures including risk management strategies, to manage finance and administration in an international education organisation
resolving issues in relation to finance, funding, and administration through appropriate communication, consultation, reporting and, where necessary, referral to legal or accounting external professionals
knowledge of relevant legislative, regulatory and standards compliance requirements.
Context of and specific resources for assessment
Assessment must ensure:
access to opportunities to participate in a range of practical exercises and projects
access to relevant documents.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
evaluation of supervisor's reports on how the candidate manages financial and administrative processes in an international education context
analysis of projects, case studies, completed records and reports developed by the candidate
review of financial plan developed with management team
oral or written questioning to assess knowledge of structure and functions of an international educational organisation
evaluation of any adjustments made to the financial plan
review of communication of administration matters to relevant personnel, such as adjustments to administration policies and procedures.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
other educational administration units
customer service units.
No information
| State Code | National Code | Title | Type |
|---|---|---|---|
| W755 | TAE50310 | Diploma of International Education Services | Qualification |