8001 version 4
28-Jun-16
1 of 5
COMMUNITY WORK
Prepare and present proposals to raise
and manage funds for social service
projects
level:
6
credit:
3
planned review date:
June 2006
sub-field:
Social Services
purpose:
People credited with this unit standard are able to: prepare a
draft funding proposal for a social service project; select
potential sources of funding for the social service project;
prepare a plan to manage funding for the social service
project; and present a funding proposal for the social service
project.
entry information:
Open.
accreditation option:
Evaluation of documentation and visit by NZQA, industry and
teaching professional in the same field from another
provider.
moderation option:
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
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.
 New Zealand Qualifications Authority 2016
8001 version 4
28-Jun-16
2 of 5
COMMUNITY WORK
Prepare and present proposals to raise
and manage funds for social service
projects
Elements and Performance Criteria
element 1
Prepare a draft funding proposal for a social service project.
performance criteria
1.1
The draft proposal outlines background information that justifies the project.
Range:
1.2
The draft proposal includes a definition of the scope of the project.
Range:
1.3
background information that justifies the project may include but is
not limited to - kaupapa, aims, and objectives of the group,
agency, or organisation promoting the project; rationale for the
project; social services concern, issue, or need to be responded to
by the project; statistical and other non-identifying information on
the social service users who are to benefit from the project.
definition of the scope of the project may include but is not limited
to - kaupapa, aims, and objectives of the project; time line;
personnel; funding and other resources required for the project.
The draft proposal includes the proposed budget in terms of the anticipated
incomings and outgoings for the project.
 New Zealand Qualifications Authority 2016
8001 version 4
28-Jun-16
3 of 5
COMMUNITY WORK
Prepare and present proposals to raise
and manage funds for social service
projects
element 2
Select potential sources of funding for the social service project.
performance criteria
2.1
Potential sources of funding for the social service project are identified in terms
of the draft proposal.
Range:
potential funding sources for the social service project may include
but are not limited to - grant, bequest, contract for services,
sponsorship.
2.2
Potential sources of funding for the social service project are identified in terms
of their eligibility criteria and funding processes.
2.3
Potential sources of funding are selected according to a match with the draft
proposal, eligibility criteria, and funding process.
element 3
Prepare a plan to manage funding for the social service project.
performance criteria
3.1
The plan defines all aspects of funding management for the social service
project.
Range:
3.2
aspects of funding management may include but are not limited to
- monitoring achievement of the project aims and objectives;
accounting procedures and audit; reporting; responsible personnel
and their duties; training requirements and training plans for
personnel; contract supervision; time line for completion of the
project.
The plan incorporates all requirements for accountability for funding
management that are required by the selected funding source.
 New Zealand Qualifications Authority 2016
8001 version 4
28-Jun-16
4 of 5
COMMUNITY WORK
Prepare and present proposals to raise
and manage funds for social service
projects
element 4
Present a funding proposal for the social service project.
performance criteria
4.1
Presentation of the funding proposal includes all aspects of the project that are
relevant to the funding source.
Range:
aspects of the project that are relevant to the funding source may
include but are not limited to - background information that justifies
the project; definition of the scope of the project; proposed budget
for the project; funding management; the advantages and benefits
of the project; advantages or benefits for the funding source in
being associated with the project.
4.2
Presentation of the funding proposal defines the scope and nature of the
funding sought from the funding source in terms of the project plan.
4.3
Presentation of the funding proposal addresses all eligibility criteria of the
funding source and maintains the integrity and focus of the project.
4.4
Presentation of the funding proposal meets the requirements of the funding
source’s funding process.
Range:
requirements may include but are not limited to - style and
content; mode of presentation; submitted within the time line.
 New Zealand Qualifications Authority 2016
8001 version 4
28-Jun-16
5 of 5
COMMUNITY WORK
Prepare and present proposals to raise
and manage funds for social service
projects
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]
 New Zealand Qualifications Authority 2016