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Developing a UAN Procedure

Every Registered Training Organisation (RTO) with a Funded Activities Agreement must have a documented Upfront Assessment of Need (UAN) procedure that includes step-by-step instructions for undertaking the UAN within their organisation.

The UAN must be followed for every prospective student seeking to enrol in an SA subsidised course, to make sure:

  • RTOs have a consistent evidence base to make a determination of the prospective student’s suitability for a course
  • Fee-free personal, learning and foundation skills supports can be put in place right from the start to ensure a successful training outcome for the student and the RTO.

There are a few things a UAN procedure must do:

  • be consistent with the UAN Guidelines.
  • explain that a training account cannot be opened until the UAN is complete (or in line with the timelines for training contracts as set out in the UAN Guidelines).
  • be reviewed regularly to make sure it is current.
  • explain how and when information about the UAN is given to prospective students.
  • ensure that the suitability and support needs assessment is conducted prior to the literacy and numeracy assessment.
  • identify who in the RTO is responsible for each part of the UAN process.
  • be clear and easy to follow so the UAN is conducted consistently with each prospective student, every time.

There are also a few things a UAN procedure should do:

  • explain how the UAN process is undertaken in the RTO and not simply replicate information in the UAN Guidelines.
  • follow the RTOs normal format and style of a procedure.
  • as far as possible, be integrated into the existing pre-enrolment process to make sure it is easy as possible for all RTO staff to follow.

In developing a UAN procedure, the following questions must be addressed: