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TR Bookkeeping NC III
Accounting Information System (123)
Tarlac State University
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BOOKKEEPING NC III
HEALTH, SOCIAL, AND OTHER COMMUNITY
DEVELOPMENT SERVICES SECTOR
TECHNICAL EDUCATION AND SKILLS DEVELOPMENT AUTHORITY
East Service Road, South Superhighway, Taguig City
TABLE OF CONTENTS
HEALTH, SOCIAL AND OTHER COMMUNITY DEVELOPMENT
SERVICES SECTOR
BOOKKEEPING NC III
Page No.
SECTION 1 BOOKKEEPING NC III QUALIFICATION 1
SECTION 2 COMPETENCY STANDARDS 2 - 51
Basic Competencies Common Competencies Core Competencies
2 – 21
22 – 35
36 – 51
- BOOKKEEPING NC III
SECTION 3 TRAINING STANDARDS 52 - 60
3 Curriculum Design 52 - 56 3 Training Delivery 56 - 57 3 Trainee Entry Requirements 57 3 List of Tools, Equipment and Materials 58 3 Training Facilities 59 3 Trainers' Qualifications 60 3 Institutional Assessment 60
SECTION 4 NATIONAL ASSESSMENT AND
CERTIFICATION ARRANGEMENTS 61
COMPETENCY MAP 62
DEFINITION OF TERMS 63 – 67
ACKNOWLEDGEMENTS 68 - 69
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2
SECTION 2 COMPETENCY STANDARDS
This section gives the details of the contents of the units of competency required in BOOKKEEPING NC III. These units of competency are categorized into basic, common and core competencies.
BASIC COMPETENCIES
UNIT OF COMPETENCY : LEAD WORKPLACE COMMUNICATION
UNIT CODE : 500311109
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes required to lead in the dissemination and discussion of ideas, information and issues in the workplace.
ELEMENT
PERFORMANCE CRITERIA
Italicized terms are elaborated in the Range of Variables
Communicate information about workplace processes
Appropriate communication method is selected
Multiple operations involving several topics areas are communicated accordingly
Questions are used to gain extra information
Correct sources of information are identified
Information is selected and organized correctly
Verbal and written reporting is undertaken when required
Communication skills are maintained in all situations
Lead workplace discussions
Response to workplace issues are sought
Response to workplace issues are provided immediately
Constructive contributions are made to workplace discussions on such issues as production, quality and safety
Goals/objectives and action plan undertaken in the workplace are communicated
Identify and communicate issues arising in the workplace
Issues and problems are identified as they arise
Information regarding problems and issues are organized coherently to ensure clear and effective communication
Dialogue is initiated with appropriate personnel
Communication problems and issues are raised as they arise
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3
RANGE OF VARIABLES
VARIABLE RANGE
Methods of communication
Non-verbal gestures
Verbal
Face to face
Two-way radio
Speaking to groups
Using telephone
Written
Internet
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5
UNIT OF COMPETENCY : LEAD SMALL TEAMS
UNIT CODE : 500311110
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes to lead small teams including setting and maintaining team and individual performance standards.
ELEMENT
PERFORMANCE CRITERIA
Italicized terms are elaborated in the Range of Variables
Provide team leadership
Work requirements are identified and presented to team members
Reasons for instructions and requirements are communicated to team members
Team members’ queries and concerns are recognized, discussed and dealt with
Assign responsibilities 2. Duties, and responsibilities are allocated having
regard to the skills, knowledge and aptitude required to properly undertake the assigned task and according to company policy 2. Duties are allocated having regard to individual preference, domestic and personal considerations, whenever possible
Set performance expectations for team members
Performance expectations are established based on client needs and according to assignment requirements
Performance expectations are based on individual team members duties and area of responsibility
Performance expectations are discussed and disseminated to individual team members
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6
ELEMENT
PERFORMANCE CRITERIA
Italicized terms are elaborated in the Range of Variables
Supervised team performance
Monitoring of performance takes place against defined performance criteria and/or assignment instructions and corrective action taken if required
Team members are provided with feedback, positive support and advice on strategies to overcome any deficiencies
Performance issues which cannot be rectified or addressed within the team are referenced to appropriate personnel according to employer policy
Team members are kept informed of any changes in the priority allocated to assignments or tasks which might impact on client/customer needs and satisfaction
Team operations are monitored to ensure that employer/client needs and requirements are met
Follow-up communication is provided on all issues affecting the team
All relevant documentation is completed in accordance with company procedures
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8
EVIDENCE GUIDE
- Critical aspects of Competency
Assessment requires evidence that the candidate: 1. Maintained or improved individuals and/or team performance given a variety of possible scenario 1. Assessed and monitored team and individual performance against set criteria 1. Represented concerns of a team and individual to next level of management or appropriate specialist and to negotiate on their behalf 1. Allocated duties and responsibilities, having regard to individual’s knowledge, skills and aptitude and the needs of the tasks to be performed 1. Set and communicated performance expectations for a range of tasks and duties within the team and provided feedback to team members 2. Underpinning Knowledge
Company policies and procedures
Relevant legal requirements
How performance expectations are set
Methods of Monitoring Performance
Client expectations
Team member’s duties and responsibilities
Underpinning Skills
Communication skills required for leading teams
Informal performance counseling skills
Team building skills
Negotiating skills
Resource Implications
The following resources MUST be provided: 4. Access to relevant workplace or appropriately simulated environment where assessment can take place 4. Materials relevant to the proposed activity or task 5. Methods of Assessment
Competency may be assessed through: 5. Direct observations of work activities of the individual member in relation to the work activities of the group 5. Observation of simulation and/or role play involving the participation of individual member to the attainment of organizational goal 5. Case studies and scenarios as a basis for discussion of issues and strategies in teamwork 6. Context for Assessment
- Competency assessment may occur in workplace or any appropriately simulated environment
- Assessment shall be observed while task are being undertaken whether individually or in-group
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9
UNIT OF COMPETENCY: DEVELOP AND PRACTICE NEGOTIATION SKILLS
UNIT CODE : 500311111
UNIT DESCRIPTOR : This unit covers the skills, knowledge and attitudes required to collect information in order to negotiate to a desired outcome and participate in the negotiation.
ELEMENT
PERFORMANCE CRITERIA
Italicized terms are elaborated in the Range of Variables
- Plan negotiations 1.
1.
1.
1.
Information on preparing for negotiation is identified and included in the plan Information on creating non verbal environments for positive negotiating is identified and included in the plan Information on active listening is identified and included in the plan Information on different questioning techniques is identified and included in the plan Information is checked to ensure it is correct and up- to- date
- Participate in negotiations
2.
2.
2.
2.
2.
2.
2.
Criteria for successful outcome are agreed upon by all parties Desired outcome of all parties are considered Appropriate language is used throughout the negotiation A variety of questioning techniques are used The issues and processes are documented and agreed upon by all parties Possible solutions are discussed and their viability assessed Areas for agreement are confirmed and recorded Follow-up action is agreed upon by all parties
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EVIDENCE GUIDE
- Critical aspects of
Competency
Assessment requires evidence that the candidate:
Demonstrated sufficient knowledge of the factors influencing negotiation to achieve agreed outcome
Participated in negotiation with at least one person to achieve an agreed outcome
Underpinning Knowledge and Attitude
Codes of practice and guidelines for the organization
Organizations policy and procedures for negotiations
Decision making and conflict resolution strategies procedures
Problem solving strategies on how to deal with unexpected questions and attitudes during negotiation
Flexibility
Empathy
Underpinning Skills
Interpersonal skills to develop rapport with other parties
Communication skills (verbal and listening)
Observation skills
Negotiation skills
Resource Implications
The following resources MUST be provided: 4 Room with facilities necessary for the negotiation process 4 Human resources (negotiators)
- Methods of Assessment
Competency may be assessed through: 5 Observation/demonstration and questioning 5 Portfolio assessment 5 Oral and written questioning 5 Third party report
- Context for Assessment
6 Competency to be assessed in real work environment or in a simulated workplace setting.
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12
UNIT OF COMPETENCY : SOLVE PROBLEMS RELATED TO WORK
ACTIVITIES
UNIT CODE : 500311112
UNIT DESCRIPTOR : This unit of covers the knowledge, skills and attitudes required to solve problems in the workplace including the application of problem solving techniques and to determine and resolve the root cause of problems.
ELEMENT
PERFORMANCE CRITERIA
Italicized terms are elaborated in the Range of Variables
Identify the problem 1. Variances are identified from normal operating parameters; and product quality
Extent, cause and nature are of the problem are defined through observation, investigation and analytical techniques
Problems are clearly stated and specified
Determine fundamental causes of the problem
Possible causes are identified based on experience and the use of problem solving tools / analytical techniques.
Possible cause statements are developed based on findings
Fundamental causes are identified per results of investigation conducted
Determine corrective action
All possible options are considered for resolution of the problem
Strengths and weaknesses of possible options are considered
Corrective actions are determined to resolve the problem and possible future causes
Action plans are developed identifying measurable objectives, resource needs and timelines in accordance with safety and operating procedures
Provide recommendation/s to manager
Report on recommendations are prepared
Recommendations are presented to appropriate personnel.
Recommendations are followed-up, if required
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14
EVIDENCE GUIDE
- Critical aspects of Competency
Assessment requires evidence that the candidate:
Identified the problem
Determined the fundamental causes of the problem
Determined the correct / preventive action
Provided recommendation to manager These aspects may be best assessed using a range of scenarios / case studies / what ifs as a stimulus with a walk through forming part of the response. These assessment activities should include a range of problems, including new, unusual and improbable situations that may have happened.
Underpinning Knowledge
Competence includes a thorough knowledge and understanding of the process, normal operating parameters, and product quality to recognize non- standard situations
Competence to include the ability to apply and explain, sufficient for the identification of fundamental cause, determining the corrective action and provision of recommendations 2.2. Relevant equipment and operational processes 2.2. Enterprise goals, targets and measures 2.2. Enterprise quality, OHS and environmental requirement 2.2. Principles of decision making strategies and techniques 2.2. Enterprise information systems and data collation 2.2. Industry codes and standards
Underpinning Skills
Using range of formal problem solving techniques
Identifying and clarifying the nature of the problem
Devising the best solution
Evaluating the solution
Implementation of a developed plan to rectify the problem
Resource Implications
Assessment will require access to an operating plant over an extended period of time, or a suitable method of gathering evidence of operating ability over a range of situations. A bank of scenarios / case studies / what ifs will be required as well as bank of questions which will be used to probe the reason behind the observable action.
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- Methods of Assessment
Competency may be assessed through: 5. Case studies on solving problems in the workplace 5. Observation The unit will be assessed in a holistic manner as is practical and may be integrated with the assessment of other relevant units of competency. Assessment will occur over a range of situations, which will include disruptions to normal, smooth operation. Simulation may be required to allow for timely assessment of parts of this unit of competency. Simulation should be based on the actual workplace and will include walk through of the relevant competency components.
Context for Assessment
In all workplace, it may be appropriate to assess this unit concurrently with relevant teamwork or operation units.
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17
RANGE OF VARIABLES
VARIABLE RANGE
Mathematical techniques May include but are not limited to:
- Four fundamental operations Measurements
- Use/Conversion of units of measurements
- Use of standard formulas
Appropriate action 2 Review in the use of mathematical techniques (e. recalculation, re-modeling) 2 Report error to immediate superior for proper action
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18
EVIDENCE GUIDE
- Critical Aspects of Competency
Assessment requires evidence that the candidate: 1 Identified, applied and reviewed the use of mathematical concepts and techniques to workplace problems
- Underpinning Knowledge
2 Fundamental operation (addition, subtraction, division, multiplication) 2 Measurement system 2 Precision and accuracy 2 Basic measuring tools/devices
- Underpinning Skills
3 Applying mathematical computations 3 Using calculator 3. Using different measuring tools
- Resource Implications
The following resources MUST be provided: 4 Calculator 4 Basic measuring tools 4 Case Problems
- Methods of Assessment
Competency may be assessed through: 5 Authenticated portfolio 5 Written Test 5. Interview/Oral Questioning 5. Demonstration
Context for Assessment
Competency may be assessed in the work place or in a simulated work place setting
TR Bookkeeping NC III
Course: Accounting Information System (123)
University: Tarlac State University
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