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Department of Training andWorkforce Development

Western Australia

RPL Assessment Tool Kit

LGA40204Certificate IV in Local Government

(Administration)

First Published 2010

ISBN 978-1-74205-575-6

© Department of Training and Workforce Development

All rights reserved.

Western Australian Department of Training and Workforce Development materials, regardless of format, are protected by copyright law.

Permission, however, is granted to Trainers, Assessors, and Registered Training Organisations to use, reproduce and adapt the material (third party material excluded) for their Recognition of Prior Learning (RPL) assessment activities.

This permission is subject to the inclusion of an acknowledgement of the source. Permission does not extend to the making of copies for hire or sale to third parties, and provided it is not used for commercial use or sale. Reproduction for purposes other than those indicated above requires the prior written permission of the Western Australian Department of Training and Workforce Development.

Published by and available from

WestOne Services

1 Prospect PlaceWEST PERTH WA 6005Tel: (08) 9229 5200 Fax: (08) 9227 8393Email: [email protected]

Website: www.westone.wa.gov.au

AcknowledgementsThis work has been produced with the assistance of funding provided by the Council of Australian Governments (COAG) National Reform Initiative (NRI).

This resource contains units of competencies, performance criteria and elements from the LGA04 Local Government Training Package – LGA40204 Certificate IV in Local Government Administration, © Commonwealth of Australia, used under the AEShareNet-FfE licence.

DisclaimerWhilst every effort has been made to ensure the accuracy of the information contained in this RPL Assessment Tool Kit, no guarantee can be given that all errors and omissions have been excluded. No responsibility for loss occasioned to any person acting or refraining from action as a result of the material in this RPL Assessment Tool Kit can be accepted by the Western Australian Department of Training and Workforce Development.

http://www.westone.wa.gov.au/

LGA40204 Certificate IV in Local Government (Administration)RPL Assessment Tool Kit

ContentsRecognition of Prior Learning (RPL) Assessment Tool Kit 5

Overview of the Recognition Process 7

PART 1Section 1 – Assessor’s Information 9

Introduction 11

Explanation of RPL documents 12

Section 2 – List of competencies in this RPL Assessment Tool Kit 13

Qualification Rules 15

List of competencies in this RPL Assessment Tool Kit 17

Units of competency covered in this RPL Assessment Tool Kit 17

Section 3 – Interview Question Bank and Recording Sheets 19

Cluster 1 – Local government induction 21

Cluster 2 – Rates 31

Cluster 3 – Leadership and written communication 41

Section 4 – Practical Tasks and Observation Recording Sheets 47

Practical tasks 49

Cluster 1 – Local government induction 51

Task 1 – Planning and prioritising work 51

Instructions for the candidate 51

Demonstration/Observation Checklist 53

Instructions for the Assessor 53

Task 2 – New employee induction 55




Task 3 – Work procedures 61


Demonstration/observation checklist 63


Cluster 2 – Rates 65

Task 4 – Rates manual 65




of 186 © Department of Training and Workforce Development 2010Version 1, March 2010


Task 5 – Portfolio of rates requests and actions 69




Task 6 – Legislative compliance 75




Cluster 3 –Leadership and written communication 79

Task 7 – Implementing change 79


Demonstration/observation checklist 81


PART 2Section 5 – Candidate’s Information and Self-Evaluation Forms 83

What is Recognition of Prior Learning (RPL)? 85

How to prepare for your RPL assessment 86

The four steps in the RPL assessment process 88

Candidate’s Information Form 91

Candidate’s Employment History Form 93

Candidate’s Self-Evaluation Form 95

Candidate Self-Evaluation for Cluster 1 – Local government induction 96

Candidate Self-Evaluation for Cluster 2 – Rates 101

Candidate Self-Evaluation for Cluster 3 – Leadership and written communication 111

Section 6 – Third Party Report and Supporting Documentation 117

Supporting Documentation 119

Third Party Report 121

Assessor’s Evidence Summary Sheet 123

Section 7 – Mapping of Assessment Tools 125

Mapping document for Cluster 1 127

Evidence Matrix 129


Evidence Matrix 147


Evidence Matrix 167

© Department of Training and Workforce Development 2010 of 186Version 1, March 2010


Recognition of Prior Learning (RPL) Assessment Tool KitLGA40204 – Certificate IV in Local Government (Administration)This RPL Assessment Tool Kit has been developed by the Western Australian Department of Training and Workforce Development, in consultation with industry, as a resource to assist RPL Assessors by providing a set of quality assessment tools, which can be used to conduct whole of qualification RPL. This kit also contains information which can be provided to the candidate.

This kit should be customised to suit the needs of the candidate, employer/industry or Assessor and should reflect the purpose for which it is being used.

It is recommended that prior to using this kit for the first time, and after any modifications or contextualisation, this assessment kit be validated by the user to ensure it meets the required Australian Qualification Training Framework Standards (AQTF), relevant Training Package requirements and Registered Training Organisation (RTO) policies.

A task-based model for RPLA process for RPL has been developed that promotes holistic, task-based assessment, and which focuses on relating assessment activities to actual job tasks. The intention of this model is to streamline and simplify recognition processes for prospective candidates. This RPL Assessment Tool Kit has been developed to support this task-based model.

The focus of the new streamlined holistic assessment process is to focus on demonstrated skills and knowledge and is not reliant on documentary evidence as the main source of evidence.



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Overview of the Recognition Process


Gap Training (if required)

Candidate EnquiryCandidate Information

Form

Demonstration/Observation of Practical Tasks

Interview and Questioning

Candidate Self-Evaluation

Issue Qualification –Statement of Attainment

By RTO

Supporting Evidence/Third Party

Report(if required)

STEP 1

STEP 2

STEP 3

STEP 4

If not ready for RPL,the candidate is to be provided with training

options.

LGA40204 Certificate IV in Local Government (Administration)Section 1 – Assessor’s Information

PART 1

Section 1

Assessor’s Information

It is important that you complete both Steps 2 (Interview/Questioning) and 3 (Practical Tasks) when completing RPL Assessment using this kit.

The RPL process is a streamlined process which does not rely solely on documentary evidence. It uses a combination of questioning, practical assessment and supporting evidence to provide evidence of the candidate’s competence.



IntroductionWelcome to the LGA40204 – Certificate IV in Local Government (Administration).

This RPL Assessment Tool Kit contains 12 units of competency.

It is simply set out, with a covering comprehensive list of instructions at the front of each document, as well as covering instructions for each step of the process, as found in the notes for the Assessor, and notes for the candidate.

Included in this kit are the following documents:

Explanation of RPL documents

Information for assessors

Qualification Rules and list of units of competency contained in this kit

Units of competency separated into skill sets/clusters for assessment

Tool Kits for each skill set/cluster, in order:

► Interview Question Bank and Record of Interview Sheets

► Demonstration/observation Tasks and Recording Documents

Candidate’s Information

► Candidate’s Self-Evaluation Form (incorporating Third Party Verification)

Mapping documents for all the units of competency included in this kit.



Explanation of RPL documentsa) Interview Question Bank and Recording Sheets (Section 3): The interview question

bank is the second stage of the process, in which the Assessor and the candidate confirm the knowledge by discussing a series of questions. Each of these questions includes a series of Key Points, which may assist the Assessor in guiding the discussions.

b) Practical Tasks and Observation Recording Sheets (Section 4): These tools are designed to guide the Assessor and candidate through a workplace observation, proving the candidate’s ability to conduct the specific tasks and skills required for recognition of competence in the particular area.

c) Candidate’s Information and Self-Evaluation Forms (Section 5): This document is for the candidate to assess their suitability for RPL process, by asking them to consider each of the points and assessing their ability against the task. It has been broken into smaller skill groups, clustering like activities together to enable ease of completion. It is then reinforced by the candidate’s supervisor’s comments, both against tasks and as a summary for each group. This serves as third party validation of the candidate’s claims.

d) Third Party Report and Supporting Documentation (if applicable) (Section 6):The third party verification report is provided for referees, for example the supervisor, to confirm the candidate’s skills and experience in the qualification/occupation. This is particularly useful in addressing employability skill requirements. It is important to note that third party reports are not always available and it is recommended that Assessors use their professional judgement to determine if this is a requirement.

e) Mapping Document (Section 7): This tool demonstrates how each of the documents reflects the units of competency in the particular cluster.


LGA40204 Certificate IV in Local Government (Administration)Section 2 – List of competencies in this RPL Assessment Tool Kit

Section 2

List of competenciesin this

RPL Assessment Tool Kit



Qualification Rules

LGA40204 – Certificate IV in Local Government (Administration)The following information has been extracted from LGA04 Local Government Training Package published by Australian Training Products Ltd, August 2004.

The Certificate IV in Local Government (Administration) reflects the role of employees in Local Government who perform a broad range of skilled applications including the requirement to evaluate and analyse current practices, develop new criteria and procedures for performing current practices and provide some leadership and guidance to others in the application and planning of the skills.

Requirements

Successful completion of a total of 12 units of competency made up of:

a minimum of four units from the common pool

a minimum of five units from the special local government administration pool

a maximum of three elective units from any section of the Local Government Training Package or from any other endorsed Training Package.

Note:The candidate will need to successfully complete all 3 unit clusters contained within this tool kit to attain the LGA40204 – Certificate IV in Local Government (Administration).



List of competencies in this RPL Assessment Tool KitThis section identifies the common pool units and specialist planning units required for this qualification.

As a result of consultation with industry representatives, these units have been grouped into clusters that represent the way work is undertaken in the Local Government field.

Units of competency covered in this RPL Assessment Tool Kit

Note: All clusters need to be completed to qualify for this award.

Cluster 1 – Local government induction

Unit Code Unit Title Common/specialist/elective

LGACORE102B Follow defined OHS policies and procedures Common

LGACORE103B Provide service to local government customers Elective

LGACORE105B Work with others in local government Common

LGACORE104B Work effectively in local government Common

Cluster 2 – Rates


LGAGOVA409A Maintain property rates and records Specialist

LGAGOVA411A Prepare accounts for rates Specialist

LGAGOVA505B Prepare rate notice forms Specialist

LGAGOV405A Implement debt recovery procedures Specialist

BSBRKG402B Provide information from and about records Elective

LGAGOVA402A Allocate property address Specialist

Cluster 3 – Leadership and written communication


LGACOMP026A Provide team leadership Common

BSBWRT401A Write complex documents Elective


LGA40204 Certificate IV in Local Government (Administration)Section 3 – Interview Question Bank and Recording Sheets

Section 3

Interview Question Bankand

Recording Sheets

This section contains questions the Assessor may ask the candidate while documenting their conversation during the RPL interview.

Assessor’s InstructionsIt is not intended that every question for each competency be asked or discussed during the conversation. Only questions related to those competencies that the initial documentary review has failed to fully address are required.

Each question provides key points to look for in the candidate’s responses. You may wish to use these key points to formulate questions of your own, contextualise, or rephrase the suggested questions to suit the candidate’s particular work situation.

On the Recording Sheets, place a tick next to each key point as it is addressed by the candidate during the conversation. By doing this, you are recording what you have heard the candidate say during the interview.

Use the Assessor’s Comments section next to each question to provide further details about the context of the discussion or other key points and examples the candidate has discussed that may be relevant in confirming competence.



It is important to remember that the notes taken during the questioning interview are important evidence and should be retained as part of the candidate’s assessment records.


LGA40204 Certificate IV in Local Government (Administration)Section 4 – Practical Tasks and Observation Recording Sheets

Interview Question Bank and Recording Sheets


Assessor’s Instructions

The interview should allow the candidate to confirm their knowledge as identified by their Self-Evaluation against relevant units of competency.The Assessor may use these questions to guide the interview ensuring that the candidate addresses the key points identified for each question.

These key points exist as a guide only and the Assessor is encouraged to expand on them where necessary to satisfy depth of underpinning knowledge and skills.

It is recommended that the interview be conducted in the workplace, allowing the candidate access to documents, equipment etc to support their statements.

Record of interview

Candidate’s name

Assessor’s name

How/where was the interview conducted?

Interview only At an RTO’s premises Name: _____________________________________

In the workplace Name: _____________________________________




Candidate’s name

Units of competencyLGACORE102B Follow defined OHS policies and proceduresLGACORE103B Provide service to local government customers

Units of competencyLGACORE105B Work with others in local governmentLGACORE104B Work effectively in local government

Questions relating to Cluster 1 Yes No Assessor’s comments

1. Where does local government sit in the structure of government in Australia?Key Points: Commonwealth, state, local.

2. What are some of the main responsibilities of local governments and the services they provide?Key Points: Maintain roads, collect rubbish, maintain parks, control building and development, provide public/environmental health services, animal control, libraries, recreational facilities.

3. What documents assist you to understand the role and functions of your local government and your personal responsibilities and duties within it?Key Points: Strategic Plan, Annual Business Plan; policies and procedures, organisational chart, position description, code of conduct.

4. If you are given a task that falls outside of your responsibilities, what do you do?Key Points: Relevant procedures/protocols.

5. What are councillors (elected members) and how are they appointed?Key Points: Representatives of community, elected by ratepayers, ward structure.

6. What is the role of councillors (elected members)?Key Points: Provide leadership to the community, provide resources (annual budgets), provide strategic and policy direction, make decisions.

7. Where would you find the rules that govern your relationship with your council/councillors? Give an example of a rule that governs your relationship.Key Points: Code of conduct, policies and procedures.




Candidate’s name




8. How is your local government structured?Key Points: Council, CEO, divisions (executive managers or directors), business units (managers).

9. What information can you obtain about your local district and where would you find it?Key Points: ABS statistics, council website, local planning strategy, community directory.

10. How is workplace safety managed and promoted in your local government?Key Points: OHS committee, safety reps, OHS noticeboards, toolbox meetings.

11. What documents provide you with information about workplace safety and your responsibilities for safety as an employee and where would you find them?Key Points: OHS policies, WorkSafe guidelines, JSAs, MSDS, OHS noticeboard, OSH Act and regs.

12. What are the hazards in your work area and how do you protect yourself and your colleagues from those hazards?Key Points: ID three types hazard – hierarchy of controls.

13. If you identify a hazard, what action should you take?Key Points: Follow workplace procedures for hazard reporting, rectifying hazard.

14. Explain what you would do to respond to a chemical spill in your workplace?Key Points: Follow workplace procedures.

15. How can you contribute to promoting safety in your workplace?




Candidate’s name




Key Points: Safety rep, raise issues, report hazards.

16. What policies and procedures must you adhere to when performing your work?Key Points: OHS, EEO, Fit for Work.

17. What safety signs and symbols are in your workplace and what do they mean?Key Points: Candidate to provide examples – exits, fire appliances, first aid, PPE.

18. Where would you find the instructions for safe handling and use of a hazardous substance?Key Points: MSDS, product label, Poisons Information line.

19. When asked to complete a new and unfamiliar task, what document should you consult for advice on how to complete that task safely and efficiently?Key Points: JSAs.

20. What sorts of records must you make or use in your job?Key Points: Examples may include: photos, reports, plans, emails, meeting minutes.

21. Where and how are records kept in your local government?Key Points: Hard-copy files, electronic records management system.

22. What are the consequences of not maintaining proper records?Key Points: Personal liability, inefficiency, lost corporate knowledge, wasted time.

23. How do you maintain confidentiality?




Candidate’s name




Key Points: Observe policies and procedures.

24. What are the potential consequences of not maintaining confidentiality?Key Points: Litigation, bad publicity, personal liability.

25. Explain one rule in your local government’s employee code of conduct and provide an example of how you ensure your behaviour complies.Key Points: Candidate to explain.

26. Provide some examples of bullying behaviour and the effects that it can create.Key Points: Initiations, aggression, unreasonable deadlines, taunts, ill health, low morale, loss of productivity, mistakes.

27. If you had a grievance at work, where could you obtain advice to help you resolve your grievance?Key Points: Follow grievance procedure, equity officer network, HR advisor, employee assistance program.

28. On what grounds is it illegal to discriminate against a person?Key Points: Race, sex, marital status, pregnancy, family status, religion, age, disability, sexuality.

29. What does workplace harassment mean and how do you ensure that your behaviour complies with legislation?Key Points: Continued and deliberately unfair, unjust or abusive treatment of an individual at work by one or more co-workers, supervisors, managers or customers. It can be sexual, racial, religious etc based. Workplace policy, Acts and legislation.




Candidate’s name




30. What do you do to ensure you understand what needs to be done when commencing a task?Key Points: Question, summarise, refer JSAs, refer procedures manual.

31. How do you monitor your workload and ensure that you are able to meet expectations?Key Points: Work plans, prioritisation, scheduling, job sheets.

32. What are some of the factors that can affect your ability to complete a task? Explain the measures you take to control their impact.Key Points: Weather, time, knowledge/skills, costs, personnel available, equipment.

33. How is your work performance assessed? Who assesses your work and how do you ensure it complies with workplace standards?Key Points: Performance reviews, KPIs, agreed goals, benchmarks.

34. Describe how you would typically resolve problems with colleagues. If you could not resolve a problem alone, from whom would you gain assistance?Key Points: Follow grievance procedure.

35. How do you seek assistance at work? Whom do you normally approach and how do you ask for their assistance?Key Points: Procedures manual, colleagues, supervisor.

36. Who are your customers and how do you communicate with them?Key Points: External and internal, face-to-face, phone, email, letter, notices, adverts, newsletters.




Candidate’s name




37. How do you ensure that you understand the needs of your customer?Key Points: Listening, questioning, summarising.

38. What are some of the barriers to communicating with your customers and how do you overcome them?Key Points: Language, jargon, acronyms.

39. Give an example of two different workplace relationships and how you adjust your communication style to make it appropriate to each relationship?Key Points: Examples may include: colleague, supervisor, subordinate, external customer.

40. How do you assist colleagues to work effectively?Key Points: Coaching, co-operation, communicating.

41. When would you coach another colleague and how would you go about it?Key Points: new to job/task, when asked for help, coaching continuum – teaching/guiding.

42. Explain how your team resolves work-related problems.Key Points: Team meetings, cooperation.

43. How do you ensure public safety when carrying out your job?Key Points: JSAs, procedures, risk assessment.

44. What types of disability do you need to consider when providing a service?Key Points: Physical, mental, sensory.




Candidate’s name




45. How are people with disabilities taken into account when doing your job?Key Points: DAIP.

46. How does your local government deal with complaints?Key Points: Follow complaints procedure.

47. What assistance can your department offer customers (internal and external)?Key Points: Candidate to explain from own work area.

48. What costs are involved in providing that service?Key Points: Schedule of fees and charges.

49. How do you ensure the information you give to customers is accurate and timely?Key Points: Verify written sources.

50. How do you obtain customer feedback?Key Points: Suggestion boxes, complaints, feedback forms, first hand.

51. What do you do with the customer feedback you receive?Key Points: Follow complaints procedure, self-reflection.

52. What approach do you use with difficult customers?Key Points: Follow procedures/guidelines, empathy, ID problem.

53. What are Council’s procedures for dealing with difficult customers?Key Points: Candidate to explain.




Candidate’s name




54. What does ‘sustainable energy practice’ mean to you and how does the way you work contribute to this?Key Points: Renewable resources, environmental impacts.

55. How can you contribute to environmental sustainability in your workplace?Key Points: Work practices, materials.

56. What sorts of environmental risks could be created in your workplace?Key Points: Contamination/degradation/habitat loss – water, air, land.

57. How are those environmental risks managed in your workplace?Key Points: Using workplace procedures, work practices, facilities.

58. What training activities have you participated in over the last 12 months and how have they contributed to your performance in your job role?Key Points: Candidate to provide example.

59. Describe a recent change in your workplace and how that has affected how you perform your job.Key Points: Candidate to provide example.

60. What are the ways that you can make suggestions for improvements in your workplace?Key Points: Suggestion box, raise issues at team meetings, talk to supervisor, write a report with recommendations.




Candidate’s name



Additional notes from conversation

Assessor’s signature Outcome(Please circle)

S(Satisfactory)

NYS(Not Yet Satisfactory)

Assessor’s name Date




Cluster 2 – Rates



These key points exist as a guide only, and the Assessor is encouraged to expand on them where necessary to satisfy depth of underpinning knowledge and skills.


Record of interview

Candidate’s name

Assessor’s name


Interview only At an RTO’s premises Name: _____________________________________

In the workplace Name: _____________________________________



Cluster 2 – Rates

Candidate’s name

Units of competencyLGAGOVA409A Maintain property rates and recordsLGAGOVA411A Prepare accounts for ratesLGAGOVA505B Prepare rate notice forms

Units of competencyLGAGOVA405A Implement debt recovery proceduresBSBRKG402B Provide information from and about recordsLGAGOVA402A Allocate property address


1. How do you respond to requests for information to identify and provide information from records within your rate system?Key Points: Correct policy/procedure identified, correct record identified, use of finding aids in accessing records, assisting customer to identify record, providing timeframe for access to record for customer, information provided to customer in appropriate format, record of request for information kept, confidentiality of record maintained.

2. What process do you follow to ensure rate discounts, remission, concessions and entitlements are applied to eligible rate payers?Key Points: Correct policy/procedure identified, correct record identified, ownership, address, owner entitlements (pension rebate or other correctly identified, postponed rates, section and heritage allowances, mixed development apportionment, capital contributions applied.

3. What process do you follow if you identify a duplicate record within the system?Key Points: Duplicate records detected and deleted.

4. What type of checks do you perform during the production of rate notices to ensure they are accurate?Key Points: Notices of sale and changes of address checked to ensure accuracy, random checks of individual assessments made to check accuracy, checks conducted against estimates to ensure predetermined income apportioned, notices issues within dates required by statutory and council requirements.

5. What type of checks do you perform prior to issuing rate notices to ensure they are accurate?Key Points: Check rate notices have been produced in predetermined format, data check to ensure accuracy, control accounts in general ledger reconciled, notices produced within designated timeframe.

6. Which government Acts affect the preparation and maintenance of property rates, records



Cluster 2 – Rates

Candidate’s name




and forms?Key Points: Local Government Act, Land Act, Forestry Act, Indigenous Land Rights (Native Title), National Parks and Wildlife, Privacy Act, Freedom of Information, archives and records legislation.

7. Describe the security procedures you have in place to ensure appropriate access to records is maintained.Key Points: Access level of user categorised, relevant restriction rules applied to users.

8. How are users of records informed of their rights to review records?Key Points: Council policy and procedures, Local Government Act and Regulations, information for ratepayers.

9. What government and council regulations and procedures govern the issue of supplementary levies?Key Points: Section 6.39 of the Local Government Act 1995, statutory deadlines.

10. Describe the process you use to issue supplementary levies.Key Points: Council procedure identified, legislative act identified, levies scheduled to maximise cost effectiveness of issue and collection, affected property owners advised levy will be issued, time of issue appropriate.

11. Describe a situation when you have recommended improvements to systems relating to the preparation of rates within your organisation.Key Points: Candidate to provide evidence of discussion with information technology staff or supervisory personnel, details of emails, minutes of meetings.

12. Describe the process you use to reconcile levies to rateable land values, non-rateable values and property requiring supplementary levy.Key Points: Candidate to describe.



Cluster 2 – Rates

Candidate’s name




13. Describe the process you use to reconcile the general ledger.Key Points: Candidate to provide an overview of the process used.

14. Which government Act governs the requirements of valuation of land?Key Points: Valuation of Land Act 1978 (WA).

15. What is the process for checking whether all legislative requirements have been implemented?Key Points: Internal audits, checklists, external audit certification.

16. Describe the process used for the preparation of the printing of rate notice forms.Key Points: Sufficient supply estimated, council policy and procedures followed, requests for quotations prepared and quotes obtained.

17. What process do you follow once a printer is selected?Key Points: Prices negotiated in accordance with council procedures and requirements, timeframes agreed to ensure timely production of rate notices.

18. Which legislation and regulations apply to the design of rate notices in Western Australia?Key Points: Local Government Act (1995) Division 6 – Rates and service charges, candidate to describe local council procedures.

19. Describe the process you follow to check and authorise rate notices for printing.Key Points: Council procedures for authorisation and issuing followed, forms proofread for accuracy, data checked for accuracy.

20. What suggestions for improvements have you made regarding the design and wording of rate notices?Key Points: Candidate to describe.

21. What design principles are important to be mindful of when designing rate notice forms?



Cluster 2 – Rates

Candidate’s name




Key Points: Candidate to demonstrate knowledge of basic design principles, eg maximising readability, and ease of interpretation.

22. How do you ensure that instalment billing issues are correctly prepared and issued?Key Points: Candidate to describe process for checking instalment details, dates and amounts are accurate prior to approval for printing.

23. What procedures do you follow when providing access to records for internal and external customers?Key Points: Candidate to describe council procedures regarding access levels for staff, elected members, ratepayers.

24. In what format do you provide information from records to internal and external customers?Key Points: Candidate to describe council presentation requirements for staff, elected members, ratepayers.

25. Describe the procedure you use to add new records and alter existing records in the council’s rates system.Key Points: New records checked, duplicates deleted, customer details confirmed.

26. How do you ensure rate valuation data is accurate?Key Points: Correct values reconciled, revaluations checked and processed.

27. What process do you use to calculate valuations for new subdivisions?Key Points: Subdivision plan analysed, cancelled valuations deleted.

28. What process do you use to calculate valuations, amalgamations or consolidations?Key Points: Consolidation/amalgamation plans checked and values reconciled.

29. What process do you use to ensure all properties are properly assessed and accounted for at the end of the year?



Cluster 2 – Rates

Candidate’s name




Key Points: Reconciliations completed, checked and information provided to relevant stakeholders.

30. Describe an example of research pertaining to rates that you have undertaken. What were the findings and how did you communicate that to council?Key Points: Candidate to describe.

31. What are the statutory requirements that relate to notional yield return and how do you ensure you adhere to them?Key Points: Candidate to describe.

32. How do you prepare and present internal income estimates for rates and charges?Key Points: Estimates for following year provided, report prepared, council requirements met.

33. Where will you find instructions and guidance for administering rates and service charges?Key Points: Local Government (Financial Management) Regulations 1996 – Rates and service charges, finance management procedures.

34. What sources of property information do you regularly check for accuracy of property information?Key Points: Property owners, Land Titles Office, Valuer General’s Department, Government Gazette, electoral rolls, property inspections.

35. Describe a situation where you have had to interpret a rates precedent to assist decision making regarding the possibility of successful court action.Key Points: Candidate to describe.

36. Which legislation and regulations govern council’s collection of bad debts?Key Points: Local Government Act (1995), Local Government (Financial Management) Regulations 1996 – General financial management.

37. How would you commence negotiations to obtain payment from a debtor?



Cluster 2 – Rates

Candidate’s name




Key Points: Debtor information identified and confirmed as correct.

38. What arrangements do you make with debtors to ensure recovery of debts?Key Points: Arrangements maximise probability to debt recovery, arrangements documented.

39. What steps do you take to ensure that debt payment agreements are being followed?Key Points: Regular review of agreements, documentation followed up and renegotiated as necessary.

40. How are bad debts reported to council?Key Points: Candidate to describe council procedures.

41. What process do you follow to assess value of bad debts?Key Points: Debt is assessed against cost and likelihood of recovery, evidence of doubtful debts provided for at end of year.

42. What actions can you take to recover debts?Key Points: Write-offs, sale of land for unpaid rates, abandonments, payments by special arrangements, debt recovery agencies, tracing owners.

43. What is the process for instigating legal action for the recovery of bad debts?Key Points: Delegated authority observed, timely, accurate information supplied to support action.

44. What are council’s requirements relating to the recovery of bad debts?Key Points: Council’s provision for bad debts, reasonable attempts recovery, associated costs.

45. How do you initiate the creation of a unique property identifier in your council’s system?Key Points: Candidate to describe process followed in response to request.

46. What process do you follow to allocate street numbers for properties?Key Points: Street numbers allocated in sequential, logical, consistent and recognisable form,



Cluster 2 – Rates

Candidate’s name




database process, information correctly entered in database.

47. Which government body do you liaise with regarding the allocation of street numbers?Key Points: Candidate to describe process of liaising with Landgate.

48. Which legislation applies to the allocation of property addresses?Key Points: Local Government Act (1995), Land Administration Act (1997).

49. What process do you follow to inform relevant parties of property address allocation?Key Points: Candidate to describe council procedures for providing information to parties, eg Landgate, SES, police, Western Power, Alinta Gas, Australia Post, telecommunications companies.

50. What actions would you take to prepare council for land and environment court?Key Points: Candidate to describe council procedures for providing information to parties, eg Landgate, SES, police, Western Power, Alinta Gas, Australia Post, Telecommunications companies.



Cluster 2 – Rates

Candidate’s name





S(Satisfactory)









These key points exist as a guide only, and the Assessor is encouraged to expand on them where necessary to satisfy depth of underpinning knowledge and skills.


Record of interview

Candidate’s name

Assessor’s name


Interview only At an RTO’s premises Name: _________________________________________

In the workplace Name: _________________________________________



Cluster 3 – Leadership and written communicationCandidate’s nameUnits of competencyLGACOMP026A Provide team leadershipBSBWRT401A Write complex documents


1. What range of consultation processes do you use in order to build and facilitate your work team and strengthen communications?Key Points: Meetings, interviews, brainstorming sessions, staff surveys, individual and team performance plans, regular feedback.

2. How do you interpret legislation and council’s organisational standards to establish standards of performance required by team members?Key Points: Council’s strategic plan and vision statement explained, divisional targets, Local Government Act (1995).

3. How do you measure the performance of staff who directly report to you?Key Points: KPIs, work outputs monitored against agreed performance expectations.

4. Once established, how do you communicate performance standards to team members?Key Points: Work requirements clearly identified, information presented clearly, duties, rosters negotiated.

5. What is the process for rectifying performance issues with staff?Key Points: Candidate to provide an example of identification of a performance issue and what their involvement was in identifying and resolving the issue.

6. What process would you follow if you could not rectify a performance issue with a team member?Key Points: Candidate to describe council’s performance management procedure.

7. How do you provide feedback to staff when standards of performance are achieved?Key Points: Candidate to provide an example of positive acknowledgement/reward for team successes.

8. How do you ensure that your team goals are aligned with council’s goals and objectives?Key Points: Communication of strategic and operational plans to staff, support of staff in achieving council’s goals.





9. Describe an organisational change that you have implemented in your workplace.Key Points: Candidate to describe.

10. How did you ensure that the changes were effectively communicated to your staff?Key Points: Clear communication, team consultation, addressing team member concerns, ideas to improve work practices discussed with team, communication of legal requirements.

11. How did you involve your team in the implementation of the change?Key Points: Discuss and clarify ideas during the process with team members.

12. How do you ensure that your own management practices and development needs are met?Key Points: Regular review undertaken with management, critical reflection of own performance.

13. How do you ensure that team members undertake necessary performance development?Key Points: Regular reviews, encouragement and support, allocation of resources.

14. Detail how you provide feedback to management on your team performance.Key Points: Written reports team performance.

15. Describe how you deal with unresolved team concern and issues.Key Points: Presented to management in timely and objective manner.

16. How do you ensure all team members are aware of their rights and responsibilities?Key Points: Local Government Act (1995), code of conduct, staff induction, EEO and anti-discrimination legislation.

17. What are council’s requirements for the production of written documents?Key Points: Candidate to identify council’s style requirements.

18. Which council pro-forma documents do you regularly use and for what purpose?Key Points: Candidate to identify various council documents and their use.

19. Which word-processing software do you use to produce documents?





Key Points: Candidate to identify.

20. What type of council data is included in the production of your documents?Key Points: Rates information, financial information, housing information, plans, procedures.

21. How do you ensure the production of accurate documents for council?Key Points: Candidate to describe checking of draft text, checking of data and information, punctuation, language, grammar, identification of gaps in information.

22. Describe your council’s process for the approval of documents prior to issue.Key Points: Candidate to describe council procedure for the issue of documents, approval process, levels of authority.

23. How do you ensure your written documents convey information that is appropriate to the intended audience?Key Points: Purpose of document, logical presentation of purpose, appropriate language.






S(Satisfactory)





Section 4

Practical Tasksand

ObservationRecording Sheets

This section contains practical assessment tasks that the candidate will complete to assist you in determining a candidate’s skills and knowledge.

Assessor’s instructionsUse the Observation Recording Sheets for each of the practical tasks to document the skills and knowledge demonstrated by the candidate in completing each of the required tasks.

These practical tasks may be modified to suit the context of the candidate’s workplace, job role or their work environment.

Not all tasks need to be completed by the applicant. The Assessor should select only those tasks that will provide the required evidence to prove competency by the candidate.

For a whole qualification it may be necessary to perform all tasks.



It is important to remember that the notes made by the Assessor during the observation of the practical demonstration are important evidence and should be retained as part of the candidate’s assessment records.



Practical tasksWhile performing the various practical tasks, it is important that the principles of Occupational Health and Safety, and workplace safety requirements be met at all times.

Assessors need to ensure that the specifications for materials/resources used in the practical tasks are consistent with those in the critical aspects of evidence. (Refer to the Mapping of Assessment Tools document for more information.)


Task 1 – Planning and prioritising work

The candidate is to compile a ‘to-do’ list of tasks that are to be completed for one day. The list is to show: prioritisation of tasks, estimated time of completion for each task, resources required and referrals required. The to-do list is to include Task 2 and Task 3 in this cluster. Tasks are to then be transferred to a work schedule for the day.

Task 2 – New employee induction

The candidate is to provide a new employee (the Assessor) with a first day induction of the workplace. The candidate is to produce a checklist of items to be addressed and conduct the induction, which is to include: OHS issues, organisation roles and responsibilities, policies and procedures.

Task 3 – Work procedures

The candidate is to demonstrate how they work in accordance with their workplace policies and procedures, and maintain cooperative working arrangements.

Cluster 2 – RatesTask 4 – Rates manualThe candidate is prepare an induction manual for a new rates administrator, identifying procedures for:

allocating property addresses

preparing rate notice forms

checking the accuracy of rate notices

maintaining property related information

maintaining valuation data

instalment billing issues

bad debt recovery

reporting of bad debts

end-of-year reconciliations

printing rate notice forms



access and security rules.

Task 5 – Portfolio of rates requests and actions

The candidate is to maintain a record of rate requests for action and advice over a six-week period. The record is to contain (but not be limited to): the nature of the request, how the request was received, the research required to prepare a response, time taken to respond, the resulting actions and information provided in response to the request. The record should contain examples of:

application of pensioner concessions

maintenance of rates and historical records

revaluation of planned subdivision properties

issue of supplementary levies

deletion of duplicate rates records.

Task 6 – Legislative compliance

The candidate is to prepare an information document (in memo format) which contains:

hyperlinks to websites that contain information on the Acts and Regulations applicable to their role within council. In conjunction with this they are to detail how each Act or Regulation is applied in their work environment.

details of council policies and procedures they use and detail how these are used to ensure the council complies with government Acts and Regulations.


Task 7 – Implementing change

The candidate is to write a report to their manager detailing the implementation of a change in team work activities. This change could relate to compliance with new council policies or procedures, new work projects or organisational change to enhance team effectiveness. The report should include, but not be limited to details of:

how the change process was communicated to the team

how organisational standards were communicated to the team

consultation processes established

monitoring of team performance

performance management of team members

establishment of work performance standards

negotiations conducted

allocation of new duties or roles

how team progress and concerns were reported to management.




Task 1 – Planning and prioritising work

Instructions for the candidate

Outline of taskFor this task you will be required to compile a ‘to-do’ list of tasks that are to be completed for one day, showing:

the tasks

priority of each task (low, medium or high)

estimated time to complete each task

resources and information required to complete each task

whom you need to talk to or gain information from to complete the task.

The ‘to-do’ list is to include Task 2 and Task 3 from this cluster. Tasks are to then be transferred to a work schedule for the day. The work schedule is to show the timetable for completing the tasks from the ‘to-do’ list and allocation for other scheduled activities such as breaks and meetings.

You will be assessed on your ability to:

apply a realistic time for completing the tasks

apply an appropriate priority to the tasks

accurately assess the resources, assistance and information you require to complete the tasks.



Demonstration/Observation ChecklistCluster 1 – Local government inductionTask 1 – Planning and prioritising work

Candidate’s name

Assessor’s nameSupervisor’s name(if applicable)

Work activity The candidate is to compile a ‘to-do’ list and work schedule for one day.

Cluster 1 – Units of competency

LGACORE102B Follow defined OHS policies and proceduresLGACORE103B Provide service to local government customersLGACORE104B Work effectively in local governmentLGACORE105B Work with others in local government

Assessment location

Date of demonstration Time

Instructions for the Assessor

The candidate is required to compile a ‘to-do’ list of tasks that are to be completed for one day, showing:

the tasks

priority of each task (low, medium or high)

estimated time to complete each task

resources and information required to complete each task

whom they need to talk to or gain information from to complete the task.

The ‘to-do’ list is to include Task 2 and Task 3 in this cluster.

The candidate is to then transfer the tasks to a work schedule for the day. The work schedule is to show the timetable for completing the tasks from the ‘to-do’ list and allocation for other scheduled activities such as breaks and meetings.

Resources required for this task

Task 2 and Task 3 instructions

‘to-do’ list template

work schedule template




Candidate’s name

During the demonstration or observation of skills, did the candidate do the following?

Is behaviour observed? Assessor’s Notes

Yes No

1. Identify all the tasks to be completed.

2. Demonstrate how priorities were determined.

3. Demonstrate an understanding of the needs of the customer for each task.

4. Accurately estimate the time required to complete tasks.

5. Accurately determine the resources and information required. 6. Identify whom in the organisation would need to provide assistance to complete

each task.

7. Demonstrate effective management of their work.

8. Provide contingency in their work schedule for urgent unscheduled tasks. Assessor’s general comments/observations:

Assessor’s nameOutcome(Please circle)

S(Satisfactory)

NYS(Not Yet Satisfactory)Assessor’s




Candidate’s name

signature

Candidate’s signature

Date




Task 2 – New employee induction


Outline of task

For this task, you will be required to:

1. Produce a first-day induction checklist for new employees, covering organisational structure, roles and responsibilities, OHS issues, emergency response procedure, code of conduct, workplace standards and policies and procedures.

2. Using the checklist you have produced, you are to provide a new employee (the Assessor) with a first-day induction of your workplace.


demonstrate your understanding of the structure of the local government and the role and responsibilities of each department and the services that each provides

demonstrate knowledge of the relationship between staff and the Elected Members

demonstrate knowledge of the extent of the local government area, major land uses and communities

demonstrate your understanding of the employee code of conduct and policies that define other workplace standards and requirements

locate and refer to workplace policies and procedures

demonstrate safety awareness

identify and report workplace hazards

show the location of safety equipment such as fire extinguishers, fire alarms, evacuation plans, first aid cabinets

demonstrate knowledge of evacuation and emergency response procedures

demonstrate knowledge of the organisation and role of the OHS committee and the identity of the relevant safety representative

demonstrate knowledge of records management and other business information systems

refer the new employee to relevant workplace policies and procedures.



Demonstration/Observation ChecklistCluster 1 – Local government induction

Task 2 – New employee inductionCandidate’s name

Assessor’s name

Supervisor’s name(if applicable)

Work activity The candidate is to conduct a work place induction for a new employee.


LGACORE102B Follow defined OHS policies and proceduresLGACORE103B Provide service to local government customersLGACORE105B Work with others in local governmentLGACORE104B Work effectively in local government

Assessment location



The candidate is to compile a checklist of items to be addressed for inducting a new employee (the Assessor) into the organisation on their first day. The candidate may use an existing organisation checklist where available and add items as deemed appropriate by the candidate.

The candidate is to then conduct the induction, which is to include:

OHS issues and emergency response

roles and responsibilities of different people and departments

policies and procedures

location of key facilities, people and resources.

The candidate is to be prepared to answer any questions that the new employee (the assessor) may ask to clarify any issues relating to the organisation and its policies and procedures


new employee induction checklist

access to policies and procedures

employee’s workplace






Is behaviour observed? Assessor’s NotesYes No

1. Identify and show the location of different departments and explain their main roles and responsibilities and the services (internal and external) provided.

2. Demonstrate the extent of the local government area and provide an overview of the major land uses and community profile.

3. Refer to the employee code of conduct and explain the relationship between staff and elected members.

4. Refer to other documents that specify workplace standards and policies such as: fitness for work, OHS, loss of driver’s licence, equal opportunities, grievance procedure.

5. Identify the location of OHS noticeboard, fire alarms, fire-fighting equipment, first aid cabinet.

6. Explain building evacuation procedures and show the evacuation routes and the location of the muster point.

7. Demonstrate and explain the use of the hazard report form and incident/accident report form.

8. Identify and explain how to contact first aid officers, safety representatives and equity officers

9. Explain record-keeping responsibilities and records management system. 10. Provide an overview of the business systems used by the local government and

how and when training in those systems will be provided.





Assessor’s general comments/observations:


S(Satisfactory)

NYS(Not Yet Satisfactory)Assessor’s signature

Candidate’s signature Date




Task 3 – Work procedures


Outline of taskFor this task you will be required to complete tasks in accordance with the work schedule completed in Task 1.


follow workplace policies and procedures

demonstrate effective communication with colleagues and customers and contribute to team effectiveness

understand customer needs

solve problems and make decisions

manage your time effectively

contribute to environmental sustainability and

manage environmental risks.



Demonstration/observation checklistCluster 1 – Local government induction

Task 3 – Work proceduresCandidate’s name

Assessor’s name


Work activityThe candidate is to complete work tasks in accordance with work schedule.


LGACORE102B Follow defined OHS policies and proceduresLGACORE103B Provide service to local government customersLGACORE105B Work with others in local governmentLGACORE104B Work effectively in local government

Assessment location



The candidate is to complete work tasks in accordance with the work schedule completed for Task 1.


work schedule produced in Task 1

access to policies and procedures

access to business equipment and systems

employee’s workplace






Is behaviour observed

?Assessor’s Notes

Yes No

1. Effectively manage time.

2. Identify problems and solutions and make decisions.

3. Amend priorities as required.

4. Use different business systems and technologies.

5. Observe workplace policies, procedures and standards.

6. Communicate effectively with a range of different customers.

7. Identify customer needs and provide required service.

8. Obtain feedback on performance.

9. Exhibit cooperative behaviour.

10. Manage environmental risks and adopt environmentally sustainable work practices. Assessor’s general comments/observations:

Assessor’s name Outcome S NYS






Is behaviour observed

?Assessor’s Notes

Yes No

(Please Circle) (Satisfactory) (Not Yet Satisfactory) Assessor’s signature




Cluster 2 – Rates

Task 4 – Rates manual


Outline of taskFor this task you are to prepare an induction manual for a new rates administrator, identifying procedures for:

allocating property addresses

preparing rate notice forms

checking the accuracy of rate notices

maintaining property related information

maintaining valuation data

instalment billing issues

bad debt recovery

reporting of bad debts

end-of-year reconciliations

printing rate notice forms

access and security rules.

Using the manual you have produced, you are to provide a new employee (the Assessor) with a first day induction of your workplace.


demonstrate knowledge of the preparation of rates and financial data accounts

describe detailed procedures to check the accuracy of rates

issue supplementary levies

prepare rate notice forms for printing

prepare instalment billing issues

prepare bad debt information

negotiate and recover bad debt



provide requested information accurately, in a timely manner, according to council procedures and security regulations

correctly allocate property addresses.

Candidates should ensure the manual contains detailed steps regarding the preparation and maintenance of rates within council, ensuring compliance with relevant council policies, regulations and procedures, where applicable.



Demonstration/Observation ChecklistCluster 2 – Rates

Task 4 – Rates manualCandidate’s name

Assessor’s name


Work activityThe candidate is to prepare an induction manual for a new rates administrator.


LGAGOVA409A Maintain property rates and recordsLGAGOVA411A Prepare accounts for ratesLGAGOVA505B Prepare rate notice formsLGAGOVA405A Implement debt recovery proceduresBSBRKG402B Provide information from and about recordsLGAGOVA402A Allocate property address

Assessment location



The candidate is to prepare an induction manual for a new rates administrator, identifying procedures for: allocating property addresses preparing rate notice forms checking the accuracy of rate notices maintaining property related information maintaining valuation data instalment billing issues bad debt recovery reporting of bad debts end-of-year reconciliations printing rate notice forms access and security rules.Candidates should ensure the manual contains detailed steps regarding the preparation and maintenance of rates within council, ensuring compliance with relevant council policies, regulations and procedures, where applicable.


access to council policies, regulations and procedures







Yes No

1. Demonstrate knowledge of the preparation of rates and financial data accounts. 2. Describe detailed procedures to check the accuracy of rates. 3. Issue supplementary levies. 4. Prepare rate notice forms for printing. 5. Prepare instalment billing issues. 6. Preparation of bad debt information. 7. Negotiation and recovery of bad debt. 8. Provide requested information accurately, in a timely manner, according to council

procedures and security regulations.

9. Correctly allocate property addresses. Assessor’s general comments/observations:

Assessor’s name Outcome S NYS







Yes No

(Please circle) (Satisfactory) (Not Yet Satisfactory)Assessor’s signature




Cluster 2 – Rates

Task 5 – Portfolio of rates requests and actions


Outline of taskFor this task, you are to maintain a record of rate requests for action and advice over a six-week period. The record is to contain (but not be limited to): the nature of the request, how the request was received, the research required to prepare a response, time taken to respond and the resulting actions and information provided in response to the requests.

The record should contain examples of the:





deletion of duplicate rates records

demonstration of assessing accuracy of records

provision of accurate information in a timely manner accordance with council policies, procedures and regulations.


prepare rates accounts

issue supplementary levies

check accuracy of rate notices

maintain property related information

maintain valuation data

compile and maintain financial information.

You should ensure the portfolio contains at least two (2) examples of each type of request and action.




Task 5 – Portfolio of rates requests and actionsCandidate’s name

Assessor’s name


Work activity The candidate is to prepare a portfolio of records of rate requests for action and advice.


LGAGOVA409A Maintain property rates and recordsLGAGOVA411A Prepare accounts for ratesLGAGOVA505B Prepare rate notice formsLGAGOVA405A Implement debt recovery proceduresBSBRKG402B Provide information from and about recordsLGAGOVA402A Allocate property address

Assessment location



The candidate is to compile a portfolio of records of rate requests for action and advice over a six-week period. The record is to contain (but not be limited to): the nature of the request, how the request was received, the research required to prepare a response, time taken to respond and the resulting actions and information provided in response to the requests.

The record should contain examples of the:





deletion of duplicate rates records

demonstration of assessing accuracy of records

the provision of accurate information in a timely manner in accordance to council policies, procedures and regulations.

The candidate should ensure the portfolio contains at least two (2) examples of each type of request and action.


access to council rates policies, procedures and regulations







Yes No

1. Identify and gather records required.

2. Interpret and administer access rules and procedures.

3. Provide the required information and/or records.

4. Maintain property related information.

5. Maintain valuation data.

6. Compile and maintain financial information.

7. Issue supplementary levies.

8. Ensure properties are correctly rated.

9. Prepare rates accounts.

10. Check accuracy of rate notices.







S(Satisfactory)





Cluster 2 – Rates

Task 6 – Legislative compliance


Outline of taskFor this task you are to prepare an information document (in memo format) which contains:

hyperlinks to websites that contain information on the acts and regulations applicable to your role within council. In conjunction with this you are to detail how each act or regulation is applied in your workplace

details of which council policies and procedures you use and detail how these are used to ensure the council complies with government acts and regulations.

The memo should be in a format that complies with organisational style guides and should include evidence of drafting during preparation.

You will be assessed on your ability to demonstrate a detailed understanding of how government acts and regulations are applied within your workplace.




Task 6 – Legislative complianceCandidate’s name


Work activity Prepare an information document in memo format relating to the requirements of legislative compliance within your workplace.


LGAGOVA402A Allocate property addressLGAGOVA411A Prepare accounts for ratesLGAGOVA505B Prepare rate notice formsLGAGOVA405A Implement debt recovery proceduresBSBRKG402B Provide information form and about recordsLGAGOVA409A Maintain property rates and records

Assessment location



For this task the candidate is to present a detailed memo addressing which government acts and regulations apply directly to their own work practices.

The memo should be in a format that complies with organisational style guides and should include evidence of drafting during preparation.

The candidate should be able to relate this knowledge to the application of council regulations and procedures.


access to government acts, regulations, council policies, regulations and procedures




Task 6 – Legislative complianceCandidate’s name



Yes No

1. Present a detailed summary of the government acts and regulations affecting their work activities.

2. Demonstrate an understanding of the relationship of council procedures, regulations and policies to their work activities.



S(Satisfactory)





Cluster 3 –Leadership and written communication

Task 7 – Implementing change


Outline of task:The candidate is to write a report to their manager detailing the implementation of a change in team work activities. This change could relate to compliance with new council policies or procedures, new work projects or organisational change to enhance team effectiveness. Your report should include, but not be limited to details of:










The report should be in a format that complies with organisational style guides and should include evidence of drafting during preparation.

Note that the portfolio should focus on your specific roles and responsibilities, and how you facilitated your team throughout the process.

You will be assessed on your ability to demonstrate:








Demonstration/Observation checklistCluster 3 – Leadership and written communication

Task 7 – Implementing changeCandidate’s name


Work activity Report detailing implementation of change.

Cluster 3 – Core units of competency

LGACOMP026A Provide team leadershipBSBWRT401A Write complex documents

Assessment location



The candidate is to write a report to their manager detailing the implementation of a change in team work activities. This change could relate to compliance with new council policies or procedures, new work projects or organisational change to enhance team effectiveness. The report should include, but not be limited to details of:










The report should be in a format that complies with organisational style guides and should include evidence of drafting documents.


The candidate should ensure that they provide clear evidence of the specific roles and responsibilities they had during the development and implementation change process.



Demonstration/Observation ChecklistCluster 3 – Leadership and written communication




Yes No

1. Plan and allocate team roles and responsibilities.

2. Monitor and maintain team performance.

3. Facilitate change.

4. Provide feedback to management.

5. Plan documents.

6. Draft text.

7. Prepare final text.

8. Produce document. Assessor’s general comments/observations:


S(Satisfactory)




Demonstration/Observation ChecklistCluster 3 – Leadership and written communication




Yes No



LGA40204 Certificate IV in Local Government (Administration)Section 5 – Candidate’s Information and Self-Evaluation Forms

PART 2

Section 5

Candidate’s Informationand

Self-Evaluation Forms

It is recommended that candidates be provided with this information before applying for RPL.



What is Recognition of Prior Learning (RPL)?RPL is the acknowledgment of skills and knowledge obtained through learning achieved outside the formal education and training system and includes work and life experience including paid and volunteer work and skills attained through leisure pursuits such as musical, mechanical or linguistic abilities.

RPL recognises any prior knowledge and experience and measures it against the qualification in which students are enrolled. The individual may not need to complete all of a training program if he or she already possesses some of the competencies taught in the program.

Why you should apply for RPLIf you apply for RPL and your application is successful you could:

reduce or eliminate the need for any training in skills and knowledge you already have

save time by not needing to attend any or a reduced number of classes and completing unnecessary work

save money because you will not have to buy textbooks and other learning material

complete your qualification in a shorter time

advance to a higher level qualification in a shorter time if desired.

Some terms you need to understandIt is important that you understand the following term to assist you with your RPL application.

Competence

Competence is the demonstration of skills and knowledge that you have gained through life and work experiences as well as any training that you have successfully completed that can be matched against a set of industry performance standards referred to as units of competency. These units are grouped together to form a specific industry qualification, within the Australian Quality Training Framework (AQTF).

Each unit of competency is divided into elements (a set of activities that lead to an overall achievement or demonstration of competence). Each of these elements is further broken down into a set of performance criteria which give a more detailed description of the skills and knowledge you need to be able to demonstrate.

Matching your evidence against each of the elements/performance criteria will help you to reach your qualification more quickly.



How to prepare for your RPL assessmentIn order for your skills to be formally recognised as part of a national qualification, Assessors must make sure that you (the candidate) have the required skills and knowledge to meet the industry standard as specified in the relevant Training Package.

You must be involved in the RPL process so that all the experience, skills and knowledge you have gained over time can be correctly identified and suitably demonstrated. This evidence is gathered and used in recognition of all or some of the units for the qualification you wish to gain.

All assessment requirements will be discussed with you in advance and you will be given the opportunity to ask questions and clarify requirements. Being prepared for the assessment process and knowing what you need to provide can save you valuable time and ensure that the RPL assessment is as simple and stress-free as possible.

Here are some tips to make the application process and interview easier for you.

1. Your Assessor will ask you to talk about your work roles and your employment history.

Bring a copy of your résumé. You might like to write down any work you have done in the past (paid or unpaid) and where this took place.

2. If you have certificates from any training courses you have completed, bring along either certified copies or the originals to the interview with the Assessor and they can make a copy of them.

3. Bring along any other documentation that you think would support your claim that you have done this work over time.

The following is a list of some of the documents you can provide as examples of your work history:

brief CV

certificates/results of assessment

any licences

tickets held, eg forklift, crane

photographs of work undertaken

diaries/task sheets/job sheets/logbooks

site training records

site competencies held record

membership of relevant professional associations

hobbies/interests/special skills outside work

references/letters from previous employers/supervisors

industry awards

any other documentation that may demonstrate your trade or industry experience or support your claim.



Depending on where you have worked and what the work may have included, you may or may not have documentary evidence. Do not be put off if you do not have documentary evidence, as the Assessor will work with you during the assessment process.

4. Think about whom you would consider to be your workplace contact or referee.

Is your employer happy to support your aim to become qualified?

Would you feel comfortable if the Assessor contacted your current workplace or previous workplace/s to validate your skills and spoke to your supervisor/s or employer/s?

5. You will need to supply the contact details of work referees who can confirm your skills in the industry.

Think about whom the best person to confirm your skill level would be.

Think about current or recent supervisors or employers who have observed your work and who would be able to confirm your previous work skills and experience. The Assessor will need to contact them.

6. You can speak with your Assessor about other ways you can show your skills for the trade or industry in which you are seeking recognition.

These could include letters from employers, records of any training courses or professional development sessions attended, employers or clients in related industries or government agencies, acknowledgements, workplace forms (as long as there are no confidentiality issues – see below) or any other relevant documents.

Confidentiality issuesIt is important that sensitive information is not included as part of your Supporting Documentation (as identified in Section 6 and any other documentation you wish to use as evidence). You may need authorisation from your supervisor to use some of your evidence, so it is always best to check the privacy and confidentiality policies of the organisation. Client names should be deleted and financial figures or other personal details should be blacked out and made unidentifiable.



The four steps in the RPL assessment processOnce your training organisation has provided you with the information you need to apply for RPL, you need to follow these four steps in order to complete the process.

Step 1 – Self-Evaluation

Before you decide to apply for RPL you need to assess your current competence for one or several units of competency.

Complete the candidate information and self-evaluation forms provided with as much information of your previous work experience as you can.

This will allow for an initial assessment of your experience and a check to see whether you can demonstrate the required skills and knowledge. You can discuss this with an RPL Assessor if you want.

You must be able to provide evidence against the elements/performance criteria for the relevant unit/s of competency.

It is not enough to simply state that you possess the skills and knowledge required. You must be able to demonstrate competence.

This is your opportunity to provide as much proof as you can of the variety of experience you have had. You should supply examples of your work history if you have any. (See Tip 3 above.)

Depending on the trade or industry you have worked in, you may or may not have documentary evidence available. This should not deter you from seeking RPL, as your Assessor will work with you throughout the RPL process.

You will also need to supply the contact details of work referees who can confirm your skills in the industry.

By asking your supervisor to complete their part of your self-evaluation, they will be providing valuable evidence confirming the work experience, skills and knowledge you have demonstrated in the performance of your work duties.

You will also be provided with a list of suggested evidence that you could use to demonstrate that you are competent in a particular unit or units of competency. This list is a guide only. If you have other suitable evidence to support your claim for RPL then you are encouraged to share this with your Assessor.

If you do not believe that you have any suitable evidence, then you should discuss your options with your Assessor.

Once you have completed the self-evaluation and made the decision that you would like to continue with the RPL process, make an appointment for an interview and enrol for RPL.



Note: It is possible to gain RPL for an entire qualification.

Step 2 – Enrolment and interview with the Assessor

An interview with an Assessor who understands your industry will be organised for you. They will review – usually with you – the information and supporting documentation you have provided and match up your skills to the units/subjects in the qualification.

During your RPL interview, your Assessor will discuss with you your self-evaluation and any evidence you have provided.

It is at this point that you will be able to identify any previous work experience and discuss this with your Assessor.

During this conversation, you will be required to answer questions relating to your work experience. This questioning forms part of the assessment, as it will identify your current knowledge and skills regarding the area of industry in which you are applying for recognition.

If you are currently enrolled in a training course relating to this qualification, it is important that you let your Trainer know that you intend to apply for RPL, then nominate the units you have selected for RPL so that the required documentation can be processed and your application can go ahead.

It is at this stage that a decision will be made whether you are able to proceed to the next step or whether you need to undergo gap training.

Step 3 – Practical demonstration of your skills

Your Assessor will organise with you and your employer to conduct a practical skills test at your workplace (if appropriate) or other suitable location.

This is your opportunity to demonstrate your level of competence on a practical level. The assessment will focus on the skills required in the work activities which relate to the qualification in which you are applying for recognition.

Your Assessor will identify the skills they want you to demonstrate by asking you to complete certain tasks.

Step 4 – Provision of further supporting evidence

Your Assessor will need to confirm your previous work experience with someone (such as your supervisor or employer) who can vouch for your skills over a period of time.

They will contact the referees you have provided as part of the candidate information.

Your Assessor may ask you to give your selected workplace contacts or previous employers the Third Party report to complete. Authentication of these reports by the Assessor would then be required.



After the assessmentAfter the assessment, your Assessor will advise you of the units of competency you have successfully completed. You will also be advised whether you have gained the full qualification or if gaps have been identified during the recognition process. If you do have skill gaps, these may be addressed through additional training.

If you have any questions during the RPL process, you should contact your Assessor.

.



Candidate’s Information Form

(You may find it easier to provide the information for the following by attaching a résumé.)

Qualification/Industry in which you are seeking recognitionLGA40204 Certificate IV in Local Government (Administration)

Personal details

Surname

First name/s

Any other name/s used

Home address

Postal address (if different from above)

Telephone numbers Home: Work:

Mobile: Fax:

Email address

Are you a permanent resident of Australia? Yes No

Do you need an interpreter to help you with an interview? Yes No Do you have a disability which we should be aware of? Yes No Will you need special aids if you are required to undertake a practical assessment? Yes No Please provide details of special needs so that we can assist you if required.

Current employment

Are you currently employed? Yes No If ‘yes’, in which occupation are you currently employed?

What is your current job title?

Who is your current employer?

How long have you worked in this job approximately? year/s month/s

Is this occupation in the same industry as the industry in which you are applying for recognition?

Yes No If ‘no’, go to the next page.


LGA40204 Certificate IV in Local Government (Administration)Section 5 – Candidate Information and Self-Evaluation

If ‘yes’, list some of the main tasks you perform as part of your work that you think are relevant to your RPL application.

If you have further recent industry experience relevant to your application, please attach another sheet or your current résumé.

Rate your knowledge and skills against the qualification/industry relevant to your RPL application.

Industry area: Local Government Yes No Possibly

I think my experience is of a high level. I think I am skilled to do this job. I know how to do the work tasks really well. I can explain my experience and provide documentary evidence.

I have undertaken much of this work without supervision. Further training

I have attended training courses in this area of work. If ‘yes’, what training did you undertake? Include date training completed (month, year).

Is there any further information you wish to give in support of your application?

Professional referees (relevant to work situation if not already listed on your résumé)

Name

Position

Organisation

Address of organisation

Phone number

Mobile number

Email address



Professional referees (relevant to work situation if not already listed on your résumé)

Name

Position

Organisation

Address of organisation

Phone number

Mobile number

Email address

Candidate’s Employment History Form

(You may attach a current résumé in place of completing this section.)

Name, address and phone number

of employers

Period of employment(DD/MM/YYYY) Position/s

heldFull-timePart-timeCasual

Description of major duties

From To

1.

2.

3.

4.

5.

Attach additional sheet if required.

DeclarationI declare that the information contained in this application is true and correct and that all documents are genuine.




Candidate’s Self-Evaluation FormCompletion instructions

The purpose of completing the Self-Evaluation Form is to enable candidates who believe that they already possess the competencies, to assess their skills and knowledge against the qualification.

Complete the following pages and identify your capacity to perform the tasks described. Be honest in your appraisal. By completing this self-evaluation you will be identifying the areas where you may be able to apply for recognition.

NB: If this self-evaluation is being used as evidence, your supervisor must evaluate your ability to perform the work tasks. Your supervisor is also asked to comment on your ability to perform these work tasks and verify this by signing each section.

If this self-evaluation is being used only so that you and your Assessor can decide if you should proceed, then it doesn’t have to be verified.

Identify your level of experience in performing each competency/task by using the following:

not well – I do the task but not well.

well – I do the task well.

very well – I do the task really well.

See example below

Competency/TaskI have performed these tasks

Supervisor’sEvaluation

Evidence to support claim

Frequently Never Sometimes Doc No.

Documentation provided (Number and name the document you are providing for easy reference)

Using a computer to enter or change work information or data. Not

WellNot Well

Using personal protective equipment as appropriate to conduct my work safely and in accordance with site and legal requirements.

Well Well 1 Copy of Company Personal Protective Equipment Requirements for my job role.



Candidate Self-EvaluationCluster 1 – Local government induction



Candidate’s nameDate completed


Units of competencyLGACORE104B Work effectively in local governmentLGACORE105B Work with others in local government

Cluster 1Competency/Task

I have performed these tasks Supervisor’sEvaluation




1. Identify and access OHS manuals and instructions.

2. Able to maintain familiarity with OHS policies and procedures.

3. Manage and maintain my work area in accordance with OHS standards for the workplace.

4. Recognise and report hazards.

5. Follow work place procedures and work instructions for controlling risks.

6. Follow work place procedures for dealing with fires, accidents and emergencies.

7. Raise OHS issues with designated responsible employees.

8. Make contributions to OHS in the workplace.

9. Identify customer needs and expectations.

10. Effectively communicate with customers.

11. Provide customers with the information or assistance they require.

12. Change my communication style











appropriate to the situation.

13. Maintain a positive image of the local government.

14. Maintain confidentiality.

15. Effectively manage difficult customer situations.

16. Understand the relationship between elected members and staff.

17. Understand and follow council’s policies and procedures.

18. Understand extent of delegation and limits of authority.

19. Communicate with colleagues in accordance with protocols and policies.

20. Maintain my work area in a safe condition.

21. Adhere to code of conduct.

22. Prioritise tasks and manage time effectively.

23. Correctly interpret instructions.

24. Identify barriers to completing work











commitments and take appropriate action to minimise potential impact.

25. Obtain support when required to complete a task.

26. Identify environmental risks relevant to my work.

27. Carry out work in accordance with specified environmental procedures.

28. Contribute suggestions for work place change.

29. Act upon agreed changes to improve work outcomes.

30. Promote co-operative and effective workplace relationships.

31. Resolve conflicts through personal communication.

32. Share information, knowledge and skills with colleagues.

33. Meet work commitments.

34. Identify opportunities for improvement in the work group.











35. Make a practical contribution to resolving work related problems.

36. Observe and implement principles of equal employment opportunities.

37. Observe work place standards in relation to discrimination and harassment.

38. Undertake training and seek opportunities to improve knowledge and skills.

Supervisor’s comments (Please provide a comment on the candidate’s ability to perform the above work task/s.)

Supervisor’s name Position

Supervisor’s signature Date



Candidate Self-EvaluationCluster 2 – Rates




Units of competencyLGAGOVA409A Maintain property rates and recordsLGAGOVA411A Prepare accounts for ratesLGAGOVA405A Implement debt recovery procedures

Units of competencyLGAGOVA505B Prepare rate notice formsBSBRKG402B Provide information from and about recordsLGAGOVA402A Allocate Property Address






1. Identify and access the correct records.

2. Make accurate changes to records including eligibility for pensioner concessions, within appropriate timeframes.

3. Detect and delete any duplicate records.

4. Add new records, together with necessary associated links and data, within appropriate timeframes.

5. Maintain historical records.

6. Reconcile values to categories of rates and valuer general valuations.

7. Consider relevant Acts in determining valuations used for rate calculations.

8. Analyse subdivision plans to ensure new valuations are correctly allocated to new lots and cancelled valuations are deleted.

9. Check and process revaluations and query any inconsistencies.

10. Check consolidations or amalgamations and allocate according to plans and reconcile their associated values.











11. Process transactions and reconcile within the system and to the general/costing ledger.

12. Complete end of year reconciliations to demonstrate that all properties are properly assessed and accounted for.

13. Complete notional yield returns accurately and in line with statutory requirements.

14. Complete internal income estimates from rates and charges according to Council requirements.

15. Regularly access available sources of property information and identify inconsistencies or possible changes to rating category.

16. Follow up suspected inconsistencies or applicable changes in accordance with council policies and within legislative requirements.

17. Check and update properties entitled to rate concessions and those no longer eligible for concessions.

18. Interpret precedents to enable appropriate recommendations to be made regarding











the possibility of successful court action.

19. Supply information to support court action if required, prepared clearly, accurately and within appropriate timeframe.

20. Validate and process discounts, remissions, concessions and entitlements.

21. Produce correct accounts for rates and instalment advices.

22. Forward accounts by the date required by statutory and council requirements.

23. Ensure checks are made that the control accounts in the general ledger are reconciled.

24. Ensure checks are made that notices of sale and changes of address are as up to date as possible.

25. Perform random checks of individual assessments to ensure notices include correct information on property and applicable rates.

26. Perform ongoing checks against estimates to ensure predetermined income is correctly apportioned and











accounted for.

27. Ensure reconciled levy is to rateable land values, non-rateable values and property requiring supplementary levy.

28. Advise affected property owners that a supplementary levy will be issued.

29. Schedule supplementary levies to maximise cost effectiveness of issue and collection.

30. Discuss suggestions for improvements to system with appropriate information technology or supervisory personnel.

31. Ensure job requirements are determined to ensure sufficient supply of base stock is available for full year's requirements.

32. Prepare relevant documentation and send to printers for quotations.

33. Select printers and ensure prices are negotiated in accordance with council procedures and requirements.

34. Agree on timeframes to ensure notices will be available when required.











35. Ensure the design of rate notices and information included is in accordance with current legislation and regulations.

36. Proofread rate notice form prior to printing to ensure it is error-free and includes all necessary information.

37. Ensure improvements to design and wording of rate notices are made as appropriate to maximise readability and minimise chance of misinterpretation.

38. Authorise rate notices for printing.

39. Provide details of each instalment with amounts of charges for each assessment to the printer.

40. Proofread charge details for accuracy.

41. Authorise instalment billing issues for printing.

42. Access information regarding whereabouts and individual circumstances of debtors is in line with council procedures and legislative provisions.

43. Confirm all relevant customer details.











44. Negotiate special arrangements for payment of debt with debtors where possible to maximise probability of recovery of debt.

45. Document agreements, follow up and renegotiate as necessary.

46. Review agreements as necessary to take into account changes in debtor circumstances.

47. Analyse reported bad debts to determine appropriate debt recovery method.

48. Assess value of bad debts against potential cost and likelihood of recovery.

49. Recommend appropriate action, based on council policy and capacity to pay.

50. Provide for doubtful debts at end of year, backed up by evidence.

51. Instigate proceedings within delegated authority and in accordance with council policy and procedures and legislative requirements.

52. Ensure disclaimers are included on rates notices as appropriate.











53. Provide clear, accurate information within timeframe to support court action if required.

54. Prepare annual timetable for the issue of instalment and other notices.

55. Submit reports on debt recovery performance in accordance with Council requirements including style and audience requirements.

56. Make recommendations on policy changes and new policy development based on legislative requirements and improved debt recovery practices.

57. Identify specific information or search criteria required by users.

58. Identify range of records likely to contain information required and ascertain their availability using appropriate finding aids and records systems.

59. Obtain range of records likely to contain information required by user, and analyse content.

60. Track records to record any change in location and use, in accordance with











business or records system rules and organisational procedures.

61. Explain to user any obstacles to obtaining specific records within specified time and agree a timeframe for provision of records.

62. Identify person requesting record/s and confirm access category, in accordance with organisational procedures.

63. Apply access restriction rules and guidelines to record/s requested to match access category of requester.

64. Inform requester of their rights to review the decision where access restriction rules and guidelines prevent access.

65. Prepare requested information/records in appropriate formats, and in accordance with organisational procedures and specified timelines.

66. Mask specific records, or portions thereof, in accordance with access rules and organisational procedures.

67. Document records retrieved and used to provide information, in accordance with











business or records system operation and organisational procedures.

68. Record new locations provided to user in accordance with system rules and organisational procedures.

69. Deliver record, or record information, within specified timeframes.

70. Allocate property addresses with unique property identifiers.

71. Allocate street numbers in a sequential, logical, consistent and recognisable form.

72. Advise relevant parties of the property allocation or identifier in an accurate and timely manner.

73. Update the property database accurately as changes occur.




Candidate Self-EvaluationCluster 3 – Leadership and written communication


Units of competencyLGACOMP026A Provide team leadershipBSBWRT401A Write complex documents


I have performed these tasks Supervisor’s

Evaluation




1. Discuss and agree upon goals and strategies for team in accordance with the organisation's goals, plans and objectives and relevant legislation.

2. Establish standards of performance required by team and individuals based on organisational needs.

3. Identify and clearly present work requirements and performance expectations to team members.

4. Allocate duties, rosters and/or responsibilities in accordance with organisational requirements.

5. Resolve conflict by negotiation.

6. Monitor work outputs against agreed work requirements and performance expectations.

7. Identify alternative strategies to achieve team tasks.







Evaluation




8. Provide team members with feedback and positive support when agreed standard of performance is achieved and advice on strategies to overcome any deficiencies.

9. Handle difficult situations effectively using collaborative problem-solving techniques.

10. Refer performance issues that cannot be rectified or addressed within the team to appropriate personnel in accordance with organisational policies and procedures.

11. Regularly evaluate own fulfilment of team leader responsibilities and undertake self-development opportunities where necessary.

12. Communicate organisational change policies effectively to team members.

13. Recognise and discuss Team members' queries and concerns in a positive and non-threatening manner.

14. Communicate any legal requirements and ramifications of team operations to team members.

15. Discuss and clarify ideas to improve work practices with team members.







Evaluation




16. Ensure implementation of new work practices is developed in consultation with team members.

17. Provide reports on team performance in accordance with organisational requirements.

18. Represent unresolved team concerns and issues to management in a timely and objective manner and in accordance with organisational policies and procedures.

19. Determine the purposes of documents.

20. Choose appropriate formats for documents.

21. Establish the means of communication.

22. Determine the requirements of documents.

23. Determine categories and logical sequence of data, information and knowledge to achieve document objectives.

24. Develop overview of structure and contents of document.

25. Review and organise available data,







Evaluation




information and knowledge according to proposed structure and content.

26. Ensure data, information and knowledge is aggregated, interpreted and summarised to prepare text that satisfies document purposes and objectives.

27. Include graphics as appropriate.

28. Identify gaps in required data and information, and collect additional material from relevant enterprise personnel.

29. Draft text according to document requirements and genre.

30. Use language appropriate to the audience.

31. Review draft text to ensure document objectives are achieved and requirements are met.

32. Check, grammar, spelling and style for accuracy and punctuation.

33. Ensure draft text is approved by relevant enterprise personnel.

34. Process text amendments as required.

35. Choose basic design elements for







Evaluation




documents appropriate to audience and purpose.

36. Use word processing software to apply basic design elements to text.

37. Check documents to ensure all requirements are met.









Evaluation






LGA40204 Certificate IV in Local Government (Administration)Section 6 – Third Party Report and Supporting Documentation

Section 6

Third Party Reportand

SupportingDocumentation

It is recommended that the Assessor verify the third party report with the person who completes the form to confirm the candidate’s skills in different contexts over time.

This information may be provided at, and form part of, the interview.



Supporting DocumentationThe following tables provide guides of additional evidence sources to support your claim for Recognition of Prior Learning. If you have other evidence, you are encouraged to provide this to your Assessor.

If you do not have all this evidence, you are not excluded from applying for recognition and you should discuss options with your Assessor.

If you are providing documents as evidence then it is a good idea to number each document for easy identification. Place the number of the relevant document against the evidence listed below.

Candidate’s name:

Date:

LGA40204 required documentary evidence Document number

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

13.

14.

15.



Candidate’s name:

Date:

LGA40204 required documentary evidence Document number

16.

17.



Third Party Report(Referee testimonial)

All people who verify your work are to complete the details below to ensure validity. (You may need multiple copies of this form.)

LGA40204 – Certificate IV in Local Government (Administration)

Candidate’s nameReferee’s name(Name of person providing this evidence)Position/titleWorkplaceWorkplace address

Telephone numbersEmail addressThis report was completed: via interview by Assessor independently by referee

Interview conducted by (if applicable)Date of interviewInstructions As part of the assessment for Certificate IV in Local Government

(Administration), the candidate requires evidence from a third party (employer, supervisor or equivalent). This evidence will be used to validate the candidate’s skills and experience.A letter of support from the organisation validating a range of tasks performed by the candidate over a period of time is useful in identifying competence.

To whom it may concern

Re: ________________________ who is a ________________________(insert candidate’s name) (insert industry/job title)

I certify that the above-named person has:worked at ________________________ for a period of ________________________

(insert name of workplace) (insert length of time).

Yes No

I understand the evidence/tasks the candidate has performed on which I am required to comment.

I am willing to be contacted if further verification of my statements is required.

If you would like further information or would like to discuss any of the above, I can be contacted on ____________________________________ (insert phone number).

Yours sincerely

Signature: ________________________________ Date: ________________________



Assessor’s Evidence Summary SheetThe Assessor completes this table during the assessment to record the evidence collected.It is expected that this evidence summary sheet (or similar) is attached to the evidence.

Candidate’s name

Date

Unit Code Unit Title

Evidence collected

Com

pete

ncy

dem

onst

rate

d

Que

stio

ns

Prac

tical

Third

Par

ty

Rep

ort

Oth

er

evid

ence

Common units

LGACORE102B Follow defined OHS policies and procedures Yes No

LGACORE104B Work effectively in local government Yes No

LGACORE105B Work with others in local government Yes No

LGACOMP026A Provide team leadership Yes No

Specialist units

LGAGOVA409A Maintain property rates and records Yes No

LGAGOVA411A Prepare accounts for rates Yes No

LGAGOVA505B Prepare rate notice forms Yes No

LGAGOVA405A Implement debt recovery procedures Yes No

LGAGOVA402A Allocate property address Yes No

Elective units

BSBRKG402B Provide information from and about records Yes No

BSBWRT401A Write complex documents Yes No

LGACORE103B Provide service to local government customers Yes No

Assessor’s signature

Assessor’s name



Date


LGA40204 Certificate IV in Local Government (Administration)Section 7 – Mapping of Assessment Tools

Section 7

Mapping ofAssessment Tools

This section contains tables with mapping of each of the Assessment Tools provided, against the requirements of the units of competency for the qualification that makes up this RPL Assessment Tool Kit.

It is important to note that this section is used for validation purposes only.

Whilst all effort is made to ensure that all the unit requirements for each unit are covered, the developers do not give any warranty nor accept any liability in relation to the mapping provided.

Note: It is recommended that these Assessment Tools be validated prior to using them for the first time or after any customisation has been made, to ensure they meet the requirements of the organisation and meet AQTF Standards.



Mapping document for Cluster 1

Using this documentThis document is mapped to the direct sources of evidence required to satisfy competency in this particular cluster.

Each of the columns reflects the particular tool in use, and the numbers relate to the question numbers in that tool which support the relevant performance criteria, critical aspects of evidence or required knowledge and skills in this cluster.

Note: The final column, ‘Supplementary evidence’, refers to any suggested sources of documentary evidence that the candidate may use to support their application for RPL.



Evidence MatrixThe evidence matrix below identifies how each of the questions in the Interview Question Bank (Section 3) and the Practical Tasks (Section 4) demonstrate competence against the elements, performance criteria and critical aspects of evidence, underpinning skills and knowledge.



Cluster 1 – Local Government Induction



Element Performance Criteria Interview Topic Practical Tasks Supplementary Evidence

LGACORE102B Follow defined OHS policies and procedures

Element 1 – Identify workplace procedures for OHS

1.1 Familiarity with OHS policies and procedures is developed and maintained on an ongoing basis in accordance with departmental practices.

Q3, 10, 11 Task 2

1.2 OHS manuals and instructions are identified and accessed accordingly.

Q11, 16, 17, 18, 19 Task 2

1.3 Work area is managed by the individual and maintained in accordance with OHS standards for the workplace.

Q3, 19 Tasks 2, 3

Element 2 – Follow workplace procedures for hazard identification and risk control

2.1 Hazards in the work area are recognised and reported to designated personnel according to workplace procedures.

Q12, 13, 14 Task 2

2.2 Workplace procedures and work instructions for controlling risks are followed accurately.

Q3, 13, 14 Tasks 2, 3

2.3 Workplace procedures for dealing with accidents, fire and emergencies are followed whenever necessary within the scope of responsibilities and competencies.

Q3 Task 2

Element 3 – Contribute to management of OHS in the workplace

3.1 OHS issues are raised with designated personnel in accordance with workplace procedures and relevant OHS legislation.

Q10, 15 Task 2

3.2 Contributions to OHS in the workplace are made within organisational procedures and scope of responsibilities.

Q10, 15 Task 2








3.3 A proactive approach to OHS in the workplace is demonstrated.

Q15 Task 2

Critical aspects of evidence

follow defined OHS policies and procedures in the workplace

Q3, 10 Tasks 2, 3

recognise and report hazards and potential hazards in the workplace

Q11, 12, 13 Task 2

identify and follow all relevant workplace procedures, including OHS and emergency procedures

Q11, 13, 14, 16, 18, 19

Tasks 2, 3

contribute actively to the management of OHS in the workplace

Q15 Task 2

Required knowledge The candidate must be able to demonstrate essential knowledge required to effectively perform task skills; task management skills; contingency management skills and job/role environment skills as outlined in elements and performance criteria of this unit.These include fundamental knowledge of:

council procedures relating to hazards, fires, emergencies, accidents and risk control

Q3, 11, 12, 13, 14, 18, 19

Task 2

meaning of OHS signs and symbols. Q17 Task 2

Required skills identifying risks and hazards Q12 Task 2

verbal communication skills Q30, 36, 37, 38, 39 Tasks 2, 3








filling in accident and incident forms Q13, 14 Task 2

participating in group meetings and sharing information with others

Q10 Tasks 2, 3

interpreting OHS signs and symbols Q17 Task 2

deciding appropriate action in emergencies by utilising basic problem-solving techniques

Q14 Task 2

using two-way radio if relevant to workplace requirements.

Q14 Task 2

N/A







LGACORE103B Provide service to local government customers

Element 1 – Identify customer needs and expectations

1.1 Customer needs and expectations are clarified and agreed upon with customers.

Q30, 37 Task 3

1.2 Effective communication is used appropriate to the relationship with the customer and the purpose of the interaction.

Q36, 38, 39 Task 3

1.3 Bilingual or other assistance is accessed as required.

Q38 Task 3

1.4 Opportunities to enhance quality of service are identified and appropriate action is taken.

Q50, 51 Task 3

Element 2 – Respond to customer needs and expectations

2.1 Council’s position and the extent of assistance that can be provided, including arrangements and costs, are identified and clarified with the customer.

Q2, 9, 47, 48 Task 3

2.2 Requests for information are actioned or the customer is referred to appropriate information source for further assistance.

Q3, 9, 37, 47 Task 3

2.3 Referrals made to other people or departments are conducted in such a way as to minimise inconvenience to the customer.

Q4 Task 3

2.4 Any necessary documentation is obtained, completed and processed according to council procedures.

Q16, 20, 21, 22 Task 3

2.5 Council’s policies and procedures relating to privacy and confidentiality are adhered to.

Q23, 24 Task 3








Element 3 – Communicate effectively with the public

3.1 Communication with the public is conducted in a courteous manner appropriate to the age, culture and linguistic background of the individual group and in accordance with council policy.

Q38, 39, 45, 44 Task 3

3.2 Relevant council policies, procedures, works and restrictions are clarified to the public in a comprehensive and courteous manner.

Q36 Task 3

3.3 Information provided to the public is accurate and timely.

Q49 Task 3

3.4 A positive image of council is presented and maintained in all dealings with the public.

Q3 Task 3

3.5 Opportunities for customer feedback are provided. Q46, 50, 51 Task 3

Element 4 – Manage difficult customer situations

4.1 Council procedures are followed when dealing with difficult customers.

Q52, 53 Task 3

4.2 In the event of a complaint, corrective action is taken where possible or a resolution process is mutually agreed upon.

Q46 Task 3

4.3 Customer feedback is reviewed in consultation with work group and changes or improvements considered.

Q50, 51 Task 3

4.4 A calm and conciliatory approach to difficult customer situations is demonstrated with a focus on constructive problem solving.

Q52, 53 Task 3









locate, interpret and provide relevant information to customer requests

Q2, 3, 47, 48 Task 3

seek assistance when necessary in an effort to provide service to customers

Q4, 35 Task 3

complete appropriate workplace records when responding to customer requests

Q20, 21, 22 Task 3

deal appropriately with difficult customer situations

Q52, 53 Task 3

communicate consistently and effectively with members of the public

Q36, 37, 38, 39 Task 3

work in accordance with council policies and procedures

Q3, 11, 18

Required knowledge council policies and procedures relevant to customer service and information

Q3 Task 3

council’s anti-discrimination guidelines Q3 Task 3

local area community profile Q3, 9 Tasks 2, 3

local community cultures Q3, 9 Tasks 2, 3

functions of local government Q2, 3 Tasks 2, 3

major regulatory functions of local government Q2, 3 Tasks 2, 3

council services, facilities and activities Q8 Tasks 2, 3








council organisation and structure Q8

Required skills conflict resolution Q34 Task 3

listening, questioning and other relevant communication skills

Q37, 38 Tasks 2, 3

working effectively with different ages, genders and races

Q38, 39 Task 3

negotiation, including providing supporting reasons and considering suggestions of others

Q42 Tasks 3

locating information Q9, 11, 18, 20, 21 Tasks 2, 3

reading selectively and summarising information

Q40, 41, 42, 47 Tasks 2, 3

working individually and as part of a team Q34 Tasks 2, 3

problem solving Q31, 32 Task 3

decision making Q31, 32 Task 3

time management Q51 Tasks 1, 3

planning and managing own work priorities Tasks 1, 3

self-assessment of service level provided Task 3

using software and technology appropriate to position

Tasks 2, 3







LGACORE104B Work effectively in local government

Element 1 – Apply knowledge and understanding of council responsibilities and structure of work

1.1 Work reflects understanding of relationship between elected members and council staff.

Q2, 3, 5, 6, 7, 8 Tasks 2, 3

1.2 Responsibilities and duties are performed in accordance with council policies and procedures.

Q3, 11, 16, 18 Task 3

1.3 Tasks that fall outside scope of responsibilities or limits of authority are proactively referred or delegated to appropriate departments/personnel.

Q4, 35 Task 3

1.4 Communication with council staff is conducted according to organisational protocols and procedures.

Q16, 25, 34, 36, 39 Task 3

Element 2 – Accept responsibility for quality of own work

2.1 Workplace is well organised and safe and is in accordance with relevant standards and policies.

Q11 Tasks 2, 3

2.2 Own work is monitored and adjusted according to requirements for job quality, customer service, public responsibility and resource use.

Q31 Tasks 1, 2, 3

2.3 Council code of conduct is adhered to. Q25 Tasks 2, 3

Element 3 – Manage own work

3.1 Instructions are interpreted correctly and checked against prescribed scope and standard of work.

Q30 Task 3

3.2 Factors affecting work requirements are identified and appropriate action is taken.

Q31, 32 Tasks 1, 3

3.3 Workload is assessed and prioritised within allocated timeframes.

Q30, 31, 32 Tasks 1, 3

3.4 The need for additional support to improve Q35 Task 3








performance is communicated clearly to the appropriate person.

Element 4 – Maintain public safety

4.1 Potential health and safety hazards are identified and responded to in line with Council procedures.

Q11, 12, 13 Tasks 2, 3

4.2 Emergency situations are quickly and correctly recognised, assessed and responded to in line with council procedures.

Q14 Task 2

4.3 The potential effect of incidents on different customers, including those with special needs, is taken into account in determining appropriate action.

Q14, 43, 45 Task 2

4.4 Requests for assistance from other staff or the public are responded to promptly and appropriately.

Q37, 38, 39 Task 3

4.5 Reports on accidents and incidents are provided in accordance with council and legal requirements.

Q14 Task 2

4.6 Reports are accurate and comprehensive and clearly distinguish fact and opinion.

Q14 Task 2

Element 5 – Implement environmental procedures

5.1 Environmental risks and impacts relevant to the specific work being undertaken are identified.

Q56, 57 Task 3

5.2 All work activities are carried out in accordance with relevant environmental procedures, including sustainable energy work practices.

Q55 Task 3

5.3 Environmental risks and incidents are dealt with, recorded and/or reported according to council

Q57 Task 3








workplace procedures.

5.4 Contribution to review of environmental procedures is made within limits of responsibility.

Q57 Task 3

Element 6 – Contribute to change process

6.1 Implications of external change on the council are identified.

Q9 Task 3

6.2 Implications of change in the workplace on own job are identified.

Q59 Task 3

6.3 Agreed changes to improve work outcomes are acted upon.

Q59 Task 3

6.4 Appropriate avenues are accessed to provide suggestions for improvements.

Q60 Tasks 2, 3

6.5 Suggestions for improving the work are contributed to in a constructive way.

Q60 Tasks 2, 3


understand the implications of working in the context of local government

Q1, 2, 3 Tasks 2, 3

understand duty of care requirements Q43 Task 3

contribute positively to quality improvement and workplace change

Q42 Task 3

work with procedures and policies Q3, 16 Tasks 2, 3

manage own work effectively Q31, 32, 33 Tasks 1, 3

implement sustainable energy work practices Task 3








Required knowledge council’s OHS policies and procedures Q10, 11 Tasks 2, 3

council’s environmental policies and procedures

Q16 Tasks 2, 3

council’s quality system policies and procedures

Q16 Tasks 2, 3

council’s emergency procedures Q16 Task 2

council’s organisational structure Q1, 2, 3 Task 2

communication channels within council Q2 Task 2

election process Q2 Task 2

role of councillors and mayor Q2 Task 2

structure of government in Australia Q1 Task 2

functions of local government Q2 Task 2

boundaries of local government Q43 Task 2

duty of care requirements Q43 Task 2

council’s public liability

Required skills prioritising work Q30, 31, 32 Tasks 2, 3

communicating need for support Q35 Task 3

responding to workplace change Q13, 14 Task 3








reporting accidents and incidents verbally Q13, 14 Task 2

filling in accident and incident report forms Q37, 38 Task 2

interpreting instructions Q54, 55, 56 Task 3

implementing sustainable energy work practices

Q42 Task 3

problem solving Q52, 53, 34 Task 3

conflict resolution Task 3

appropriate software and technology skills Q40, 41 Task 3

team work and team building Task 3







LGACORE105B Work with others in local government

Element 1 – Develop effective workplace relationships

1.1 Responsibilities and duties are undertaken in a positive manner to promote cooperative and effective relationships within the work team.

Q34, 35, 37, 39, 40, 41, 42

Task 3

1.2 Communication with others is conducted in a positive manner and in accordance with council’s standards .

Q36, 37, 38, 39 Task 3

1.3 Communication with others is appropriate given the purpose, situation and relationship with receiver.

Q39 Task 3

1.4 Conflicts are recognised and resolved, where possible, through personal communication and/or are referred to a more senior officer for resolution.

Q34, 42 Task 3

Element 2 – Contribute to effective work group activities

2.1 Commitments to undertake work or assist colleagues are fulfilled.

Q40, 41 Tasks 1, 3

2.2 Information relevant to work is shared with colleagues to ensure designated work goals are achieved.

Q40, 41 Tasks 2, 3

2.3 Knowledge and skills are shared with colleagues using mentoring and coaching techniques.

Q40, 41 Tasks 2, 3

2.4 Strategies and opportunities for improvement of the work group are identified and planned in liaison with the work group.

Q42 Task 3

2.5 Practical suggestions and contributions are made to the team to assist in resolving work-related problems or contingencies.

Q42 Task 3








Element 3 – Contribute to a productive work environment

3.1 The principles of equal employment opportunity are observed and implemented.

Q25, 26, 27, 28, 29 Task 3

3.2 Work is consistent with workplace standards relating to anti-discrimination, workplace harassment and democratic decision making.

Q28, 29 Task 3

3.3 Own work is monitored and adjusted according to feedback obtained through supervision and comparison with established team and organisational standards.

Q33 Tasks 1, 3

3.4 Initiative and proactive thinking are demonstrated to solve problems and generate improved work practices and productivity.

Q42 Task 3

3.5 Training and advancement of skills and knowledge are undertaken as necessary in order to improve contribution to the work environment.

Q58 Task 3


identify and use appropriate communication when working with colleagues

Q36, 39 Tasks 2, 3

apply equal employment opportunity and anti-discrimination guidelines to work

Q28, 29 Task 3

fulfil work commitments appropriately and on time

Q30, 31, 32 Tasks 1, 3

organise and complete own work activities Q40, 41 Tasks 1, 3

share relevant work information Tasks 2, 3








Required knowledge council structure and functions Q1, 2, 3 Task 2

own role in relation to whole of council Q3 Tasks 2, 3

equal employment opportunity requirements Q26, 28, 29 Tasks 2, 3

anti-discrimination requirements Q28 Tasks 2, 3

relevant workplace standards Q7, 16 Tasks 2, 3

own role and function within council Q3 Tasks 2, 3

local community cultures Q3 Task 2

Required skills coaching others Q41 Tasks 2, 3

clear verbal communication Q36, 37, 38 Tasks 2, 3

resolving conflicts Q34 Task 3

organising skills in order to prioritise work activities

Q31 Tasks 1, 3


rebuilding




Cluster 2 – Rates




LGAGOVA409A Maintain property rates and records

Element 1 – Maintain property related information

1.1 Correct record is identified and accessed. Q2, 25 Tasks 4, 5

1.2 Changes to record including eligibility for pensioner concession, are completed accurately and within appropriate timeframe.

Q2, 25 Tasks 4, 5

1.3 Any duplicate records are detected and deleted. Q3, 25 Tasks 4, 5

1.4 New records, together with necessary associated links and data, are added within appropriate timeframe.

Q25 Tasks 4, 5

1.5 Historical records are maintained. Q2, 25 Tasks 4, 5

Element 2 – Maintain valuation data

2.1 Values are reconciled to categories of rates and valuer general valuations.

Q26 Task 5

2.2 Relevant acts are considered in determining valuation used for rate calculation.

Q5, 9, 15, 33 Tasks 4, 5

2.3 Sub-division plans are analysed to ensure new valuations are correctly allocated to new lots and cancelled valuations are deleted.

Q27 Tasks 4, 5

2.4 Revaluations are checked and processed and any inconsistencies are queried.

Q27 Tasks 4, 5



Cluster 2 – Rates





2.5 Consolidations or amalgamations are checked and allocated according to plans and their associated values are reconciled.

Q28 Tasks 4, 5

Element 3 – Compile and maintain financial information

3.1 Transactions are processed and reconciled within the system and to the general/costing ledger.

Q13 Tasks 4, 5

3.2 End of year reconciliations are completed to demonstrate that all properties are properly assessed and accounted for.

Q29 Tasks 4, 5

3.3 Notional yield return is completed accurately and is in line with statutory requirements.

Q31 Tasks 4, 5

3.4 Internal income estimates from rates and charges for the following year are completed according to council requirements.

Q32 Tasks 4, 5

Element 4 – Ensure properties are correctly rated

4.1 Available sources of property information are regularly accessed and inconsistencies or possible changes to rating category or rateable status are noted.

Q34, 35 Tasks 4, 5

4.2 Suspected inconsistencies or applicable changes are followed up in accordance with council policies and within legislative requirements.

Q30, 14, 15 Tasks 4, 5

4.3 Properties entitled to rate concessions are checked and those no longer eligible for concessions are noted and updated.

Q2 Tasks 4, 5

Element 5 – Prepare for 5.1 Precedents are interpreted to enable appropriate recommendations to be made regarding the possibility

Q43, 44 Tasks 4, 5



Cluster 2 – Rates





land and environment court action as required

of successful court action.

5.2 Information to support court action if required is prepared clearly, accurately and within appropriate timeframe.

Q43, 44 Tasks 4, 5


maintenance of property-related information and valuation data

Q2, 25, 26, 27, 28 Tasks 4, 5

completion of required financial records and reports

Q13, 29, 31, 32 Tasks 4, 5

demonstrated understanding of relevant requirements of local government legislation and acts relating to valuation of land

Q5, 9, 33 Tasks 4, 5

understanding of land and environment court process

Q43, 44 Tasks 4, 5

Required knowledge detailed knowledge of sections of local government legislation relating to rating and exemptions from rating

Q5, 9, 33, 14, 15 Tasks 4, 5

relevant sections of acts relating to valuation of land

Q5, 9, 33 Tasks 4, 5

council policy and procedures regarding checking appropriateness of rating categories

Q27, 28, 29, 26 Tasks 4, 5

law of torts relating to trespass and harassment Q5, 9, 33 Tasks 4, 5

clerical procedures Q2, 25, 26, 27, 28 Tasks 4, 5



Cluster 2 – Rates





basic accounting principles Q2, 25, 26, 27, 28 Tasks 4, 5

court representation, land and environment court procedures and processes

Q43,44 Tasks 4, 5

Required skills qualitative and quantitative research Q30 Tasks 5, 6

locating and interpreting legal precedents Q5, 9, 33 Tasks 5, 6

accurate record keeping Q2, 25, 26, 27, 28 Tasks 4, 5

attention to detail Q2, 25, 26, 27, 28 Tasks 4, 5

report writing Q30, 32 Tasks 5, 6, 7

written communication Q30, 32 Tasks 5, 6, 7



Cluster 2 – Rates




LGAGOVA411A Prepare accounts for rates

Element 1 – Prepare rates accounts

1.1 Discounts, remissions, concessions and entitlements are validated and processed.

Q2 Tasks 4, 5

1.2 Accounts for rates and instalment advice are produced in predetermined format and the data included is correct.

Q5 Tasks 4, 5

1.3 Accounts are forwarded by the date required by statutory and council requirements.

Q5 Tasks 4, 5

1.4 Checks are made that the control accounts in the general ledger are reconciled.

Q5 Tasks 4, 5

Element 2 – Check accuracy of rate notices

2.1 Checks are made that notices of sale and changes of address are as up to date as possible.

Q4 Tasks 4, 5

2.2. Random checks of individual assessments are conducted to ensure notices include correct information on property and applicable rates.

Q4 Tasks 4, 5

2.3 Ongoing checks are conducted against estimates to ensure predetermined income is correctly apportioned and accounted for.

Q4 Tasks 4, 5

2.4 Levy is reconciled to rateable land values, non-rateable values and property requiring supplementary levy.

Q12 Tasks 4, 5

Element 3 – Issue supplementary levies

3.1 Affected property owners are advised that a supplementary levy will be issued.

Q10 Tasks 4, 5

3.2. Supplementary levies are scheduled to maximise Q10 Tasks 4, 5



Cluster 2 – Rates





cost effectiveness of issue and collection.

Element 4 – Recommend Improvements to systems

4.1 Suggestions for improvements to system are discussed with appropriate information technology or supervisory personnel.

Q11 Tasks 4, 5


predetermined income is correctly apportioned and accounted for

Q4 Tasks 4, 5

appropriate checks of rate notices during printing are conducted

Q4

general ledger is reconciled Q13

cost effective send out of supplementary notices is undertaken

Q10

percentage collections are received Q2

Required knowledge statutory requirements relating to issue of rate notices

Q6, 8, 9, 12, 14 Tasks 4, 5

council policy in regard to design and issue of rate notices

Q10, 7, 12

council policies relating to remissions, concessions and entitlements

Q2, 12

basic accounting principles including reconciliation of ledger

Q5, 4



Cluster 2 – Rates





clerical procedures Q1, 3, 4, 5

computer software

Required skills attention to detail Q2, 4, 5, 7, 10 Tasks 4, 5

time management Q10, 5



Cluster 2 – Rates




LGAGOVA405A Implement debt recovery procedures

Element 1 – Negotiate to obtain payment of debt

1.1 Information regarding whereabouts and individual circumstances of debtors is accessed in line with council procedures and legislative provisions.

Q22, 37 Tasks 4, 5

1.2 All relevant customer details are confirmed. Q26, 37 Tasks 4, 5

1.3 Special arrangements for payment of debt are negotiated with debtors where possible to maximise probability of recovery of debt.

Q38 Tasks 4, 5

1.4 Agreements are documented, followed up and renegotiated as necessary.

Q38, 39 Tasks 4, 5

1.5 Agreements are reviewed as necessary to take into account changes in debtor circumstances.

Q39 Tasks 4, 5

Element 2 – Recommend action on bad debt

2.1 Reported bad debts are analysed to determine appropriate debt recovery method.

Q40 Tasks 4, 5

2.2 Value of bad debt is assessed against potential cost and likelihood of recovery.

Q41 Tasks 4, 5

2.3 Appropriate action is recommended based on council policy and capacity to pay.

Q41, 42 Tasks 4, 5

2.4 Doubtful debts are provided for at end of year, backed up by evidence.

Q41 Tasks 4, 5

Element 3 – Take legal action as required

3.1 Proceedings are instigated within delegated authority and in accordance with council policy and procedures and legislative requirements.

Q43, 44 Tasks 4, 5



Cluster 2 – Rates





3.2 Disclaimers are included on rates notices as appropriate.

Q20 Tasks 4, 5

3.3 Information to support court action if required is prepared clearly, accurately and within timeframe.

Q43 Tasks 4, 5

Element 4 – Report on debt

4.1 Annual timetable is prepared for the issue of instalment and other notices

Q43 Tasks 4, 5

4.2 Reports on debt recovery performance are submitted in accordance with council requirements.

Q40, 44 Tasks 4, 5

4.3 Style of report is consistent with purpose and intended audience.

Q40 Tasks 4, 5

4.4 Recommendations on policy changes and new policy development are made based on legislative requirements and improved debt recovery practices.

Q36, 14 Tasks 4, 5


selection of debt recovery method is based on council policy and capacity to pay

Q37, 38 Tasks 4, 5

accurate reporting of debt recovery is in line with council requirements

Q41, 42 Tasks 4, 5

implementation of appropriate debt recovery action is timely

Q41 Tasks 4, 5

follow up is timely Q41 Tasks 4, 5

special arrangement agreements are Q39 Tasks 4, 5



Cluster 2 – Rates





maintained and reviewed

Required knowledge council policy and procedures in relation to debt recovery

Q6, 36, 44 Tasks 4, 5

debtors systems Q22, 37 Tasks 4, 5

debt recovery methods (internal and those of an external agency)

Q41, 42 Tasks 4, 5

civil claims legislation Q41, 42 Tasks 4, 5

local government legislation relating to debt recovery

Q36, 40, 22, 37, 43 Tasks 4, 5

rates, fees and charges Q37 Tasks 4, 5

defamation legislation Q37 Tasks 4, 5

law of torts: negligence, harassment and trespass

Required skills negotiation Q38 Tasks 4, 5

conflict resolution Q38 Tasks 4, 5

report writing Q43, 40, 36 Tasks 4, 5, 6

analytical Q43, 40, 36 Tasks 4, 5, 6

research and information gathering Q43, 40, 36 Tasks 4, 5, 6

assessment of individual circumstances Q43, 40, 36 Tasks 4, 5



Cluster 2 – Rates





word processing Q43, 40, 36 Tasks 6, 7



Cluster 2 – Rates




LGAGOVA505B Prepare rate notice forms

Element 1 – Liaise with printers

1.1 Job requirements are determined to ensure sufficient supply of base stock is available for full year's requirements.

Q16 Task 4

1.2 Relevant documentation is prepared and sent to printers for quotations.

Q16 Task 4

1.3 Printer is selected and prices are negotiated in accordance with council procedures and requirements.

Q17 Task 4

1.4 Timeframes are agreed to ensure notices will be available when required.

Q17 Task 4

Element 2 – Prepare rate notice forms

2.1 Design of rate notices and information included is in accordance with current legislation and regulations.

Q18 Task 4

2.2 Rate notice form is proofread prior to printing to ensure it is error free and includes all necessary information.

Q19 Task 4

2.3 Improvements to design and wording of rate notices are made as appropriate to maximise readability and minimise chance of misinterpretation.

Q20 Task 4

2.4 Rate notices are authorised for printing. Q19 Task 4

Element 3 – Prepare instalment billing issues

3.1 Details of each instalment with amounts of charges for each assessment are provided to the printer.

Q21 Task 4

3.2 Charge details are proofread for accuracy. Q21 Task 4



Cluster 2 – Rates





3.3 Instalment billing issues are authorised for printing. Q21 Task 4


The demonstrated ability to:

liaise with printers Q16, 17 Task 4

determine job requirements incorporating relevant developments in technology

Q16, 17 Task 4

design rate notices and information in accordance with statutory requirements

Q18 Task 4

proofread to ensure rate notices are accurate Q19, 21 Task 4

ensure that rate notices are clear, in plain English and minimise the chances of misinterpretation

Q20 Task 4

prepare instalment billing issues that are error free.

Q21 Task 4

Required knowledge legislation and regulations relating to design of rate notices

Q18 Tasks 4, 6

council policy in regard to design of rate notices

Q16, 17, 19, 21 Tasks 4, 6

design principles Q20 Task 4

basic knowledge of printing processes Q16 Task 4

Required skills attention to detail Q16, 19, 21 Tasks 4, 5, 6



Cluster 2 – Rates






proofreading Q16, 21, 19 Tasks 4, 5

liaising and negotiating with printers Q16, 17 Task 4

literacy and writing in plain English Q16, 19, 21, 17, 18



Cluster 2 – Rates




BSBRKG402B Provide information from and about records

Element 1 – Identify and gather records required

1.1 Identify specific information or search criteria required by user.

Q1, 23 Task 5

1.2 Identify range of records likely to contain information required and ascertain their availability using appropriate finding aids and records systems.

Q1, 23 Task 5

1.3 Obtain range of records likely to contain information required by user, and analyse content.

Q1, 23 Task 5

1.4 Track records to record any change in location and use, in accordance with business or records system rules and organisational procedures.

Q1, 23 Task 5

1.5 Explain to user any obstacles to obtaining specific records within specified time and agree on a timeframe for provision of records.

Q1, 23 Task 5

Element 2 – Interpret and administer access rules and procedures

2.1. Identify person requesting record/s and confirm access category, in accordance with organisational procedures.

Q7, 23 Task 5

2.2 Apply access restriction rules and guidelines to record/s requested to match access category of requester.

Q7, 23 Task 5

2.3 Inform requester of their rights to review the decision where access restriction rules and guidelines prevent access.

Q7, 23 Task 5



Cluster 2 – Rates





Element 3 – Provide the required information and/or records

3.1 Prepare requested information/records in appropriate formats, and in accordance with organisational procedures and specified timelines.

Q1, 24 Task 5

3.2 Mask specific records, or portions thereof, in accordance with access rules and organisational procedures.

Q1, 24 Task 5

3.3 Document records retrieved and used to provide information, in accordance with business or records system operation and organisational procedures.

Q1, 24 Task 5

3.4 Record new locations provided to user in accordance with system rules and organisational procedures.

Q1,24 Task 5


identifying records which accurately fulfil requests of users

Q2, 25, 26, 27, 28 Task 5

applying access and security rules in the provision of records and information

Q13, 29, 31, 32

knowledge of relevant legislation, regulations and standards

Q5, 9, 33Q51

Required knowledge construction and use of language in the organisation in relation to recordkeeping (past and present)

Q5, 9, 33 Task 5

key provisions of relevant legislation from all forms of government, regulations, standards and documentation that may affect aspects of business operations

Q5, 9, 33 Task 6



Cluster 2 – Rates





general principles and processes of records management and records management systems

Q27, 28, 29, 26 Task 5

organisational business functions, structure and culture

Q5, 9, 33 Task 5

organisational policies, strategies and procedures, particularly those relating to records access and security

Q2, 25, 26, 27, 28Q2, 25, 26, 27, 28Q7,8

Task 5Tasks 5, 6

Required skills communication skills to explain and clarify procedures, and to interview users to identify their records/information needs

Q30 Tasks 5, 6

literacy skills to read and interpret nature of record content, functions and problems

Q5, 9, 33 Tasks 5, 6

problem-solving and analysis skills to identify records and information requested

Q2, 25, 26, 27, 28 Tasks 4, 5

self management skills to accurately record metadata

Q2, 25, 26, 27, 28 Tasks 4, 5

research skills to identify, retrieve and organise information for users.

Q30, 32Q30, 32

Tasks 5, 6Tasks 5, 6



Cluster 2 – Rates



LGAGOVA402A Allocate Property Address


Element 1 – Allocate property address or identifying number

1.1 Allocation of property addresses or unique property identifier is initiated in response to request.

Q45 Tasks 4, 5

1.2 Street numbers are allocated in a sequential, logical, consistent and recognisable form.

Q45, 46 Tasks 4, 5

1.3 Relevant parties and authorities are advised of the property allocation or identifier in an accurate and timely manner.

Q47, 49 Tasks 4, 5

1.4 Update the property database accurately as changes occur.

Q1, 23 Tasks 4, 5


identifying records which accurately fulfil requests of users

Q45, 23, 1 Tasks 4, 5

applying access and security rules in the provision of record and information

Q23, 7 Tasks 4, 5

knowledge of relevant legislation, regulations and standards

Q5, 9, 33 Tasks 4, 5

Required knowledge property identifier procedures Q46, 49 Tasks 4, 5

relevant legislation Q48 Tasks 4, 5

authorities and other parties to be notified Q49 Tasks 4, 5

use of database Q46 Tasks 4, 5

Required skills locating relevant information in government Q47, 48 Tasks 4, 5

organisational Q49 Tasks 4, 5


LGA40204 – Certificate IV in Local Government (Administration)Section 7 – Mapping of Assessment Tools


© Department of Training and Workforce Development 2010 of 186Version 1, May 2023






LGACOMP026A Provide team leadership

Element 1 – Plan and allocate team roles and responsibilities

1.1 Goals and strategies for team are discussed and agreed upon in accordance with the organisation's goals, plans and objectives and relevant legislation.

Q2, 8, 10 Task 7

1.2 Standards of performance required by team and individuals are established based on organisational needs.

Q2 Task 7

1.3 Work requirements and performance expectations are identified and clearly presented to team members.

Q4 Task 7

1.4 Duties, rosters and/or responsibilities are allocated in accordance with organisational requirements.

Q4 Task 7

1.5 Conflict is resolved by negotiation. Q4 Task 7

Element 2 – Monitor and maintain team performance

2.1 Work outputs are monitored against agreed work requirements and performance expectations.

Q3 Task 7

2.2 Alternative strategies to achieve team tasks are identified.

Q11 Task 7

2.3 Team members are provided with feedback, positive support and advice on strategies to overcome any deficiencies.

Q4, 13 Task 7







2.4 Difficult situations are handled effectively using collaborative problem-solving techniques.

Q5, 6 Task 7

2.5 Team members are provided with feedback and positive support when agreed standard of performance is achieved.

Q7, 4 Task 7

2.6 Performance issues that cannot be rectified or addressed within the team are referred to appropriate personnel in accordance with organisational policies and procedures.

Q6, 13 Task 7

2.7 Own fulfilment of team leader responsibilities is regularly evaluated and self-development opportunities are undertaken where necessary.

Q12 Task 7

Element 3 – Facilitate change

3.1 Organisational change policies are communicated effectively to team members.

Q9, 16 Task 7

3.2 Team members' queries and concerns are recognised and discussed in a positive and non-threatening manner.

Q9, 10 Task 7

3.3 Any legal requirements and ramifications of team operations are communicated to team members.

Q9, 10 Task 7

3.4 Ideas to improve work practices are discussed and clarified with team members.

Q11, 17 Task 7

3.5 Implementation of new work practices is developed in consultation with team members.

Q11, 17 Task 7







Element 4 – Provide feedback to management

4.1 Reports on team performance are provided in accordance with organisational requirements.

Q15, 14 Task 7

4.2 The team's concerns and issues are represented to management.

Q15, 14 Task 7

4.3 Unresolved team concerns are presented to and discussed with employer/management in a timely and objective manner and in accordance with organisational policies and procedures.

Q15, 14 Task 7


The demonstrated ability to:

plan team roles and responsibilities and allocate them in accordance with organisational and work requirement needs and resource parameters

Q2, 4, 8, 10 Task 7

monitor and maintain team performance using positive and supportive communication and resolving issues that arise in a manner satisfactory to all parties

Q3, 5 Task 7

communicate change to the team and support change processes

Q2, 9, 10 Task 7

report clearly to management in regard to the team performance and represent the concerns of the team to management in a supportive manner.

Q16 Task 7

Required knowledge relevant council policies and procedures Q2, 8 Task 7

relevant legislation Q10 Task 7







access and equity issues Q2, 8, 10 Task 7

code of conduct and ethics Q2, 8, 10 Task 7

organization of teams Q2 Task 7

team goal setting Q2 Task 7

devolving responsibility and accountability to teams

Q3, 5, 4 Task 7

team dynamics Q2, 8, 10 Task 7

conflict resolution Q4, 9, 10 Task 7

leadership styles Q2, 8, 10 Task 7

Required skills consultation Q2, 8, 10 Task 7

communication Q3, 8, 10 Task 7

negotiation Q6, 11, 17 Task 7

report writing Q15 Task 7

facilitating the participation of team members, team development and improvement

Q2, 17 Task 7

problem solving and conflict resolution Q2, 17 Task 7

decision making Q2 Task 7

working effectively with team members who Q2 Task 7







have diverse work styles, aspirations, cultures and perspectives

relating to people from a range of social, cultural and ethnic backgrounds and with a range of physical and mental abilities

Q15 Task 7

using relevant software and technology skills Task 7




Units of competencyLGACOMP026A Provide team leadership

Units of competencyBSBWRT401A Write complex documents


BSBWRT401A Write complex documents

Element 1 – Plan documents

1.1 Determine the purposes of the document. Q17, 23 Task 7

1.2 Choose the appropriate formats for documents. Q17, 18 Task 7

1.3 Establish means of communication. Q17, 23 Task 7

1.4 Determine requirements of documents. Q17 Task 7

1.5 Determine categories and logical sequence of data, information and knowledge to achieve document objectives.

Q21 Task 7

1.6 Develop overview of structure and content of documents.

Q17, 18 Task 7

Element 2 – Draft text 2.1 Review and organise available data, information and knowledge according to proposed structure and content.

Q20 Task 7

2.2 Ensure data, information and knowledge is aggregated, interpreted and summarised to prepare text that satisfies document purposes and objectives.

Q20 Task 7

2.3 Include graphics as appropriate. Q20 Task 7

2.4 Identify gaps in required data and information, and collect additional material from relevant enterprise personnel.

Q20 Task 7

2.5 Draft text according to document requirements and genre.

Q17 Task 7

2.6 Use language appropriate to the audience. Q17 Task 7








Element 3 – Prepare final text

3.1 Review draft text to ensure document objectives are achieved and requirements are met.

Q21 Task 7

3.2 Check grammar, spelling and style for accuracy and punctuation.

Q21 Task 7

3.3 Ensure draft text is approved by relevant enterprise personnel.

Q21, 22 Task 7

3.4 Process text amendments as required. Q22 Task 7

Element 4 – Produce document

4.1 Choose basic design elements for documents appropriate to audience and purpose.

Q17, 20, 23 Task 7

4.2 Use word processing software to apply basic design elements to text.

Q19 Task 7

4.3 Check documents to ensure all requirements are met.

Q1, 5 Task 7


production of documents Q21 Task 7

editing draft text to ensure accuracy and clarity of information

Q21, 22 Task 7

knowledge of enterprise style guide/house style

Q18 Task 7

formatting styles and their impact on formatting, readability and appearance of documents

Q23, 21 Task 7

organisational requirements for ergonomics, work periods and breaks, and resource conservation techniques

Q17 Task 7








rules and conventions for written English, as defined by general and specialist dictionaries and books about grammar

Q21 Task 7

Required skills communication skills to clarify requirements of documents

Q23 Task 7

literacy skills to edit and proofread documents, to create documents with a complex, organised structure of linked paragraphs which use simple and complex syntactic structure

Q21 Task 7

numeracy skills to collate and present data, graphs and annotated references

Q20 Task 7

problem-solving skills to use processes flexibly and interchangeably

Q17, 23 Task 7


F - Velg Training · Web viewUnits of competency covered in this RPL Assessment Tool Kit 17 Section...

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