Make recommendations for the use of physical resources
Overview
This standard relates to proposals and recommendations for effective use of physical resources and may include the use of staff, equipment, facilities or supplies either for a discrete project or as part of annual or ongoing budget setting and development.
This standard involves engaging with stakeholders, reviewing past developments and identifying factors likely to affect future expenditure.
Users of this standard will need to communicate effectively to meet individuals' needs and wishes and work in line with health and safety legislation, policy and practices.
Performance criteria
You must be able to:
P1. identify and agree the roles and responsibilities of yourself and others in making recommendations for the use of physical resources
P2. provide opportunities for relevant stakeholders to make suggestions for future expenditure
P3. ensure your proposals take account of past experience, trends and developments
P4. make proposals and recommendations based on an accurate interpretation of valid data and a realistic evaluation of risk
P5. identify other factors likely to affect future expenditure
P6. clearly and concisely state the expected benefits, the costs involved and any potential negative consequences
P7. consider alternative options for expenditure and provide valid reasons why you have included or rejected them
P8. provide sufficient, valid information for relevant people to make a decision on your proposals
P9. provide a financial justification and sufficient, valid information to allow your proposals to be evaluated
P10. comply with required timescales and format for delivery of the proposal where relevant
P11. present proposals to relevant stakeholders in an appropriate format and at an appropriate time
P12. negotiate proposals in a way which maintains good relationships with the people involved
P13. clarify and resolve any areas of uncertainty and disagreement over the proposals
P14. complete negotiations within agreed timescales
P15. 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
P16. complete all relevant documentation required for making recommendations for the use of physical resources
Knowledge and Understanding
You need to know and understand:
K1. how to access and interpret all relevant work instructions, legislation, guidelines, policies, procedures and protocols needed to make recommendations for the use of physical resources
K2. the scope and limitations of your own competence, responsibilities and accountability as it applies to your job role
K3. specific procedures for reporting issues which are beyond your competence, responsibilities and accountability
K4. the physical resources needed to carry out activities effectively
K5. how to carry out cost-benefit analyses with regard to proposed expenditure
K6. how to identify and evaluate alternative options to proposals on expenditure
K7. how to develop and argue an effective case for expenditure
K8. the trends and developments which may influence future expenditure and how to forecast and plan for these
K9. the procedures which need to be followed to make recommendations for expenditure
K10. the importance of effective budgetary control to team and organisational efficiency, and your role and responsibilities in relation to this
K11. the principles and methods which underpin effective budgetary control
K12. the importance of keeping accurate records of past expenditure
K13. the information needed to make decisions on expenditure and how to gather and check the validity of this information
K14. how to decide on targets, standards and monitoring methods
K15. how to collect and validate information required to evaluate a case for expenditure
K16. the organisational objectives and strategies relevant to the programmes of work
K17. the importance of gaining agreement to budgets
K18. how to carry out budget negotiations
K19. 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
K20. how to complete and safely store all relevant documentation in accordance with organisational requirements