MANAGE SOCIAL SERVICES Manage funds for a social service project

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1 1 of 5 level: 6 credit: 6 planned review date: June 2006 sub-field: purpose: entry information: accreditation option: moderation option: Social Services People credited with this unit standard are able to: implement the plan to manage the funding for the social service ; manage the budget for the social service ; and review and report on management of funds for the social service. Open. Evaluation of documentation and visit by NZQA, industry and teaching professional in the same field from another provider. A centrally established and directed national moderation system has been set up by Community Support Services ITO Limited (Careerforce). special notes: 1 People awarded credit in this unit standard are able to implement Te Tiriti o Waitangi in the social services according to the authority and resources available to them, and are able to demonstrate application of this competence to the context of assessment for this unit standard (for further clarification, please refer to Unit 7928, Implement Te Tiriti o Waitangi in the social services).

2 2 of 5 2 It is recommended that assessment for this unit standard occur alongside assessment for Unit 8001, Prepare and present proposals to raise and manage funds for social service s. 3 References in this unit standard to the plan refer to the plan to manage the funding and resources for the social service, for example as envisaged in Unit 8001, Prepare and present proposals to raise and manage funds for social service s, Element 4. Where the terms of the plan have been modified by a funding source through the conditions of a grant, bequest, contract for service, or sponsorship, references to the plan should be taken to include those modifications and agreed funder requirements. 4 People awarded credit in this unit standard show that their actions are guided and supported by valid theory for social service practice. Evidence is required of social service theory that is derived from authoritative sources, which may include but are not limited to: body of knowledge related to social service work; cultural theory; practice research. Elements and Performance Criteria element 1 Implement the plan to manage the funding for the social service. 1.1 Accounting and audit procedures are implemented according to the plan.

3 3 of Procedures for accountability and monitoring achievement of social service aims and objectives are implemented according to the plan. accountability - of self and other personnel, for financial management and utilisation of any other resources, to the agency and to the funder. 1.3 Any other aspects of the plan are implemented according to the terms of the plan. other aspects may include but are not limited to - designation or appointment of personnel responsible for handling funds, delegated authorities for management of income and expenditure, financial record keeping and reporting procedures for designated personnel, any training required for designated personnel related to management of funding or other resources, prescribed intervals for checks on income and expenditure, contract supervision, time line for completion of the social service. element 2 Manage the budget for the social service. 2.1 The budget for the social service is allocated according to the plan, the terms of the funding source, and service provider guidelines. 2.2 The management of funds by others is supervised according to the plan, delegated authorities, the terms of the funding source, and service provider guidelines. 2.3 Any modifications to the budget during the period of the are consistent with the terms of the plan and are authorised in accordance with service provider guidelines.

4 4 of Income and expenditure is checked against the budget at the prescribed intervals. 2.5 Timely corrective action is taken in response to any actual or predicted variations from the budget or unauthorised expenditure. 2.6 Invoices are sent for periodic payments from the funding source according to the terms of the funding contract or funding source. 2.7 Expenditure on each aspect of the social service is contained within the budget allocation for that part of the social service. 2.8 Authorisation of expenditure is within authorities and in accordance with service provider guidelines. authorities actual authority, delegated authority. Evidence is required of one. 2.9 Costs and the use of any other resources for the social service are kept under review and actions are taken to ensure that costs and resource utilisation are kept within the budget for the social service. element 3 Review and report on management of funds for the social service. 3.1 Final information on income, expenditure, and the utilisation of any other resources is gathered and compared with the budget. 3.2 The management of income, expenditure, and resource utilisation is reviewed against the objectives, the plan, and the budget for the social service.

5 5 of The report identifies the findings of the review and provides conclusions and recommendations addressing the management of funds and other resources for the social service and future social service s. Comments to: Careerforce PO Box 2637 Wellington 6140 Please Note: Providers must be accredited by the Qualifications Authority before they can offer programmes of education and training assessed against unit standards. Accredited providers assessing against unit standards must engage with the moderation system that applies to those unit standards. [Please refer to relevant Plan ref: 0222]