4956 version 4 Page 1 of 5 Obtain financial, physical, and human resources for telecommunications projects, and programmes Level 6 Credits 6 Purpose This unit standard is for people who currently work, or intend to work, in jobs which require securing and evaluating financial, physical, and human resources for plans, projects, and programmes. People assessed as competent in this unit standard are able to prepare business cases, identify all specific requirements and present the plan to gain approval, and negotiate with other stakeholders to engender support and evaluate the approved resources. Subfield Telecommunications Domain Telecommunications - Management and Operational Support Status Registered Status date 28 July 1995 Date version published 25 January 2008 Planned review date 31 December 2012 Entry information Open. Accreditation Evaluation of documentation and visit by NZQA, industry and teaching professional in the same field from another provider. Standard setting body (SSB) ElectroTechnology Industry Training Organisation Accreditation and Moderation Action Plan (AMAP) reference 0003 This AMAP can be accessed at http://www.nzqa.govt.nz/framework/search/index.do. Special notes 1 Underpinning skills and knowledge should be gained from relevant workplace experience. New Zealand Qualifications Authority 2016 4956 version 4 Page 2 of 5 2 General Range Business cases: comprehensive proposals for plans, projects and programmes to achieve investment opportunities; Financial resources: e.g. site costs, salaries, wages, fees, travel, transport, accommodation, tax, interest, purchase and or lease of material, plant, equipment, maintenance; Physical resources: e.g. offices, worksites, supplies, material, plant, equipment, vehicles; includes quality specifications; Human resources: e.g. staff numbers, competence standards, compliance with company values, training, pay rates; availability of current workforce, recruitment strategies; permanent and temporary staff. Elements and performance criteria Element 1 Identify financial, physical, and human resources requirements for plans, projects, and programmes. Performance criteria 1.1 Desired outcomes of plans, projects, and programmes are identified within agreed timeframes and recorded. Range 1.2 products, services, company strategic goals (marketing, human resources, financial, operational). Reliable feasibility investigation reports on proposed plans, projects, and programmes are completed within agreed timeframes. Range scope, timeframe, estimated financial, physical and human resource requirements, technology current and new, potential return on investment. 1.3 Financial resources required to achieve agreed outcomes are identified for each phase of plans, projects, and programmes, and are accurate and complete and recorded. 1.4 Potential sources of financing are identified, and negotiations with other stakeholders maximise opportunities to secure financial resources. Range 1.5 financing sources – internal, external (local or international); negotiations – co-leasing, co-site, use of spare capacity, joint operations; stakeholders – suppliers, other project managers, complementary businesses. Physical and human resources required to achieve agreed outcomes are identified for each phase of projects and programmes, and are accurate and complete and recorded. New Zealand Qualifications Authority 2016 4956 version 4 Page 3 of 5 1.6 Quality standards for completed outcomes are identified, are accurate and complete, comply with company policy and identified external requirements, and are recorded. Range 1.7 external requirements – relevant standards bodies, legislation. Identification of financial, physical, and human resource requirements is comprehensive, accurate, and complete, and agreed by accountable senior manager. Element 2 Prepare business cases. Performance criteria 2.1 Business cases for projects, plans, and programmes are prepared within agreed timeframes and provide comprehensive, accurate, and complete information to allow investment decisions to be made promptly. Range financial, physical and human requirements, workforce requirements over time, required contracts, cost-benefit analysis, return on investment. 2.2 Cost-benefit analysis of agreed financial, physical, and human resource requirements is included in prepared business cases, and is accurate, complete, and complies with required return on investment and company policy. 2.3 Support for business case proposal is engendered through consultation with workforce and key contributors, and innovative options for achieving agreed outcomes within desired budget and timeframes are identified. Range 2.4 Potential constraints to completion of plans, projects, and programmes within agreed timeframes and budgets are identified and contingencies are defined. Range 2.5 key contributors – end-users, approved suppliers, consultants; options – materials, processes, technology. physical safety, legal, financial, workforce. Documentation relating to preparation of business cases is accurate, complete, and is filed in the correct place by the agreed time. New Zealand Qualifications Authority 2016 4956 version 4 Page 4 of 5 Element 3 Secure financial, physical, and human resources for plans, projects, and programmes. Performance criteria 3.1 Financial, physical, and human resources required over the life of plans, projects, and programmes are secured within agreed timeframes and in compliance with agreed business case plans. 3.2 Funding for plans, projects, and programmes is identified, agreed, and secured in compliance with policy and legal requirements, and are signed by authorised representatives of the contracting companies in agreed timeframes. 3.3 Agreed internal financial resources for plans, projects, and programmes are authorised by accountable managers and allocated within agreed timeframes. 3.4 Accounting systems for expenditure are established prior to commencement of plans, projects, and programmes. Range 3.5 Physical and human resources are available in the correct place when required, are fit for use, and comply with agreed specifications. Range 3.6 Chart of Accounts, billing system, stock control. people, plant, equipment, raw materials, purchase, lease, reallocate capacity, transport. Contracts for required human and physical resources are offered and agreed prior to commencement of plan, projects, and programmes. Element 4 Evaluate financial, physical, and human resources for plans, projects, and programmes. Performance criteria 4.1 Project development is evaluated at agreed intervals for cost-effective use of financial, physical, and human resources, and corrective action is taken in a timeframe to maximise advantage to company. 4.2 Strengths and weaknesses of resources procurement are identified, and suggestions for future improvement are received by authorised persons promptly. Range 4.3 authorised persons – manager with budget accountability, relevant finance, human resources and operations personnel. Financial structure of plans, projects, and programmes is reviewed at agreed intervals, and corrective action is taken in a timeframe to maximise advantage to the company. New Zealand Qualifications Authority 2016 4956 version 4 Page 5 of 5 Range 4.4 revenue sources, return on investment, interest, debt/equity gearing. Workforce is evaluated for compliance with identified human resource requirements, and corrective action is taken in a timeframe to maximise advantage to the company. Range corrective action – competence development, training, job rotation, release, recruitment. 4.5 Physical resources are evaluated at agreed intervals for compliance with identified requirements, and corrective action is taken in a timeframe to maximise advantage to the company. 4.6 Contractors meet agreed quality standards for procedures and material. Please note Providers must be accredited by NZQA, or an inter-institutional body with delegated authority for quality assurance, before they can report credits from assessment against unit standards or deliver courses of study leading to that assessment. Industry Training Organisations must be accredited by NZQA 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 organisations wishing to develop education and training programmes, such as minimum qualifications for tutors and assessors, and special resource requirements. Comments on this unit standard Please contact the ElectroTechnology Industry Training Organisation reviewcomments@etito.co.nz if you wish to suggest changes to the content of this unit standard. New Zealand Qualifications Authority 2016