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MANAGE SOCIAL SERVICES
Manage funds for a social service
project
level:
6
credit:
6
planned review date:
June 2006
sub-field:
Social Services
purpose:
People credited with this unit standard are able to: implement
the plan to manage the funding for the social service project;
manage the budget for the social service project; and review
and report on management of funds 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).
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MANAGE SOCIAL SERVICES
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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 projects.
3
References in this unit standard to the plan refer to the
plan to manage the funding and resources for the social
service project, for example as envisaged in Unit 8001,
Prepare and present proposals to raise and manage
funds for social service projects, 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 project.
performance criteria
1.1
Accounting and audit procedures are implemented according to the plan.
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MANAGE SOCIAL SERVICES
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1.2
Procedures for accountability and monitoring achievement of social service
project aims and objectives are implemented according to the plan.
Range:
1.3
accountability - of self and other personnel, for financial
management and utilisation of any other resources, to the agency
and to the funder.
Any other aspects of the plan are implemented according to the terms of the
plan.
Range:
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 project.
element 2
Manage the budget for the social service project.
performance criteria
2.1
The budget for the social service project 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 project are consistent
with the terms of the plan and are authorised in accordance with service
provider guidelines.
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MANAGE SOCIAL SERVICES
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2.4
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 project is contained within the
budget allocation for that part of the social service project.
2.8
Authorisation of expenditure is within authorities and in accordance with service
provider guidelines.
Range:
2.9
authorities – actual authority, delegated authority.
Evidence is required of one.
Costs and the use of any other resources for the social service project are kept
under review and actions are taken to ensure that costs and resource utilisation
are kept within the budget for the social service project.
element 3
Review and report on management of funds for the social service project.
performance criteria
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 project.
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3.3
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 project and future 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