4148 version 3
28-Jun-16
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MARITIME MANAGEMENT
Provide advice on and maintain
expenditure within budget
level:
4
credit:
2
planned review date:
July 2006
sub-field:
Maritime
purpose:
People credited with this unit standard are able to assist in
the planning and controlling of the vessel's operating costs;
assess and advise on expenditure needs; monitor and
control activities against budgets; control costs and add
value.
entry information:
Open.
accreditation option:
Evaluation of documentation and visit by NZQA and industry.
moderation option:
A centrally established and directed moderation system has
been established by Competenz.
special notes:
Expenditure on departmental needs will be dependent on:
length of voyage or budget period, numbers of personnel on
ship, numbers of passengers, number of ports of call and
days in port, and special needs identified for the role holder’s
area of responsibility.
Information may be obtained from a number of sources
including past experience, current and anticipated costs of
resources, shipping company, number of personnel, number
of passengers, length of voyage, and desired stock reserve
requirements.
 New Zealand Qualifications Authority 2016
4148 version 3
28-Jun-16
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MARITIME MANAGEMENT
Provide advice on and maintain
expenditure within budget
Elements and Performance Criteria
element 1
Assess and provide advice on expenditure requirements.
performance criteria
1.1
Expenditure needs are assessed in accordance with shipping company
guidelines and the nature of the ship's operation.
1.2
Special needs are identified and assessed in accordance with established
guidelines and information supplied.
1.3
Departmental personnel are encouraged to participate in the consultative
processes.
1.4
Using established guidelines, advice is provided to the ship's master on
anticipated expenditure needs.
1.5
Advice to the ship's master is provided within a time-frame which complements
the operational effectiveness of the ship, both at sea and in port, and relates to
the role holder’s area of responsibility.
Range:
advice to the ship's master would be presented in written form and
would provide – an overview of expenditure requirements, a
detailed analysis of expenditure requirements.
element 2
Assist in the planning and evaluating of the vessel’s operating costs.
performance criteria
2.1
Information obtained to assist in the planning of budgets reflects needs of the
department.
2.2
Departmental officers are encouraged to contribute to the planning process.
2.3
Departmental budget is planned and presented to the ship's master within
stated time-frames.
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MARITIME MANAGEMENT
Provide advice on and maintain
expenditure within budget
2.4
Shoreside shipping personnel are consulted to determine expenditure
constraints.
2.5
Systems to monitor the quality of the budget are correctly implemented and
maintained.
Range:
monitoring systems include – quality assurance; administration;
process, eg participative management.
2.6
Records related to expenditure and services are complete, accurate and
conform to organisational requirements.
2.7
Proposals for improvements in cost reductions and services are passed to the
people who can action the proposal for discussion and subsequent action.
2.8
Budgets are modified in accordance with identified needs.
element 3
Monitor and control costs.
performance criteria
3.1
Budgeting for the role holder's area and other areas is monitored to confirm
expenditure is within targets.
3.2
Systems to monitor and control costs are implemented within the role holder’s
area of responsibility.
Range:
systems would be standard bookkeeping systems and may
include – written using standardised systems, computer-based,
regular feedback from departmental personnel.
3.3
Budget overruns are analysed to determine cause of over-expenditure.
3.4
Understanding is analysed to identify factors leading to savings.
3.5
Control is exercised through the use of organisational and statutory regulations.
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MARITIME MANAGEMENT
Provide advice on and maintain
expenditure within budget
3.6
Reports on expenditure within the area of responsibility are provided to correct
personnel at agreed intervals.
Range:
correct personnel would include – ship's master, responsible
personnel, shoreside ship manager.
Comments on this unit standard
Please contact Competenz qualifications@competenz.org.nz if you wish to suggest
changes to the content of this unit standard.
Please Note
Providers must be accredited by the Qualifications Authority or a delegated interinstitutional body before they can register credits from assessment against unit standards
or deliver courses of study leading to that assessment.
Industry Training Organisations must be accredited by the Qualifications Authority before
they can register credits from assessment against unit standards.
Accredited providers and Industry Training Organisations assessing against unit standards
must engage with the moderation system that applies to those standards.
Accreditation requirements and an outline of the moderation system that applies to this
standard are outlined in the Accreditation and Moderation Action Plan (AMAP). The
AMAP also includes useful information about special requirements for providers wishing to
develop education and training programmes, such as minimum qualifications for tutors and
assessors, and special resource requirements.
This unit standard is covered by AMAP 0054 which can be accessed at
http://www.nzqa.govt.nz/site/framework/search.html.
 New Zealand Qualifications Authority 2016