Make recommendations for the use of physical resources

This standard relates to proposals and recommendations for effective use of physical resources and may include the use of staff, equipment, facilities, supplies etc either for a discrete project or as part of annual or ongoing budget setting and development.

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1. access and accurately interpret all relevant work instructions and information
2. work safely at all times and in accordance with all relevant legislation, guidelines, policies, procedures and protocols
3. provide opportunities for relevant stakeholders to make suggestions for future expenditure
4. ensure your proposals take account of past experience, trends and developments
5. make proposals and recommendations based on an accurate interpretation of valid data and a realistic evaluation of risk
6. identify other factors likely to affect future expenditure
7. clearly and concisely state the expected benefits, the costs involved and any potential negative consequences
8. consider alternative options for expenditure and provide valid reasons why you have rejected them
9. provide sufficient, valid information for relevant people to make a decision on your proposals
10. provide a financial justification and sufficient, valid information to allow your proposals to be evaluated realistically
11. present proposals to relevant stakeholders in an appropriate format and at an appropriate time
12. negotiate proposals in a way which maintains good relationships with the people involved
13. clarify and resolve any areas of uncertainty and disagreement over the proposals
14. complete negotiations within agreed timescales
15. provide relevant stakeholders with accurate information on decisions in a manner and at a time, which is likely to ensure their co-operation and confidence
16. complete and store all relevant documentation in accordance with organisational requirements

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1. the current legislation, guidelines, policies, procedures and protocols which are relevant to your work practice and to which you must adhere
2. the scope and limitations of your own competence, responsibilities and accountability as it applies to your job role
3. how to access and interpret all relevant work instructions and information
4. specific procedures for reporting issues which are beyond your competence, responsibilities and accountability
5. evidence-based practice and its role in improving care
6. organisational management structures, roles, and responsibilities
7. the physical resources needed to carry out activities effectively
8. how to carry out cost-benefit analyses with regard to proposed expenditure
9. how to identify and evaluate alternative options to proposals on expenditure
10. how to develop and argue an effective case for expenditure
11. the trends and developments which may influence future expenditure and how to forecast and plan for these
12. the procedures which need to be followed to make recommendations for expenditure
13. the importance of effective budgetary control to team and organisational efficiency, and your role and responsibilities in relation to this
14. the principles and methods which underpin effective budgetary control
15. the importance of keeping accurate records of past expenditure
16. the information needed to make decisions on expenditure and how to gather and check the validity of this information
17. how to decide on targets, standards and monitoring methods
18. the trends and developments which might influence future expenditure
19. how to collect and validate information required to evaluate a case for expenditure
20. the organisational objectives and strategies relevant to the programmes of work
21. the importance of gaining agreement to budgets
22. how to carry out budget negotiations
23. areas of uncertainty and disagreement which may occur when agreeing budgets and how to resolve these in a way which is satisfactory to those involved in the decision-making process
24. how to complete and safely store all relevant documentation in accordance with organisational requirements

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2

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2026

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Current

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Original

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Skills for Health

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SFHGEN65

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Health and Social Care, Health and Social Services Officers, Health Associate Professionals, Health Professionals, Health, Public Services and Care, Healthcare and Related Personal Services

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2259

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Recommendations, physical, resources

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