Hunter Central Coast Region RTO Business Services Competency Assessment Event Performance Criteria. Employability Skills

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1 Hunter Central Coast Region RTO Business Services Competency Assessment Event School: HSC Student Name: Assessment Date: Task Name: Silk Flora Qualification Code: Certificate II in Business Framework: Business Services BSB07 Services BSB20107 Unit Code/ Unit of Competency BSBADM311A Maintain business resources Element 1. Advise on resource requirements 2. Monitor resource usage and maintenance Performance Criteria 1.1 Calculate estimates of future and present business resource needs in accordance with organisational requirements 1.2 Ensure advice is clear, concise and relevant to achievement of organisational requirements 1.3 Provide information on the most economical and effective choice of equipment, materials and suppliers 1.4 Identify resource shortages and possible impact on operations 2.1 Ensure resource handling is in accordance with established organisational requirements including occupational health and safety requirements 2.2 Use business technology to monitor and identify the effective use of resources 2.3 Use consultation with individuals and teams to facilitate effective decision making on the appropriate allocation of resources 2.4 Identify and adhere to relevant policies regarding resource use in the performance of operational tasks 2.5 Routinely monitor and compare resource usage with estimated requirements in budget plans 3. Acquire resources 3.1 Ensure acquisition and storage of resources is in accordance with organisational requirements, is cost effective and consistent with organisational timelines 3.2 Acquire resources within available time lines to meet identified requirements 3.3 Review resource acquisition processes to identify improvements in future resource acquisitions Employability Skills Self-management Initiative and enterprise Learning Communication Teamwork Planning and organising Problem solving Technology Cross-cultural understanding Hunter Central Coast Region RTO Business Services BSB07 Validated 18/11/10 1

2 Task description and instructions to students This Event consists of Tasks A and B. Read the case study below. Write your answer in the spaces provided. Case Study You are employed as the Administration Assistant at Silk Flora. One of your responsibilities is to manage the resources in the office environment. Mission statement for Silk Flora Silk Flora s mission is to become a recognised importer of quality silk floral items. The company guarantees 100 per cent customer satisfaction and values friendly service. Our purpose is to increase our customers appreciation of handmade silk flowers and other silk products and to provide customers with beautiful, unique and artistic decorations. Business Plan for Silk Flora Silk Flora s business plan is to: achieve sales of 1.5 million in 2010 open a gift shop in Anytown at Third Street with a five-year lease employ another floral designer by December 2010 establish annual growth rate of 25 per cent expand into direct mail catalogues and develop a website in 2010 expand product range by adding 10 different kinds of flowers and flower arrangements in Task A Refer to the case study above and answer the questions below in the spaces provided: 1. Describe the different types of business resources Silk Flora will need to acquire to achieve its business plan. 2. Explain the factors that Silk Flora should consider in determining the most economical choice of resources. Hunter Central Coast Region RTO Business Services BSB07 Validated 18/11/10 2

3 Task B Read through the information below and answer the questions as instructed. Silk Flora needs a minimum of 15 reams of paper on hand at any one time. As soon as the stock gets to this level another 35 reams must be purchased. The price of a ream of paper is Note: on the 3 January 2009, Silk Flora had only 15 units of paper so more were ordered. On the 6 January 2009, 35 more units were added to the inventory. 1. Use the tax invoices and the paper requisition forms provided in the resources package included with this Assessment Event to update the perpetual stock card for A4 photocopy paper. Note: this activity may also be completed using the Excel spreadsheet stock card which is available on the student shared directory named: BS event 10B stock card.xlsx STOCK CARD Item: A4 photocopy paper In Out Date Balance Unit Cost Unit Cost Unit Cost 03/01/ /01/ Explain the benefits and importance of maintaining a perpetual inventory stock card. 3. Silk Flora is offered reams of paper at a reduced price of 3.00 if it purchases 200 reams in one order. Describe the factors that need to be considered before placing an order for 200 reams? 4. Explain why Silk flora should monitor paper usage? Hunter Central Coast Region RTO Business Services BSB07 Validated 18/11/10 3

4 Resource Package for Task B Tax Invoices and Paper Requisition Forms Papermax Pty Ltd Head Office 361 Melbourne Road NEWCASTLE NSW 2300 Tel Fax enquire@papermax.com.au ABN Tax Invoice Invoice No 2568 Date 2 nd May 2009 To Your Order No Hancock Road MAITLAND NSW 2320 Product No Quantity Description Unit 35B 35REAMS White A4 copy paper 80gsm ream Amount Payable - Terms: Net 30 days from date of invoice Price The total price includes GST Papermax Pty Ltd Head Office 361 Melbourne Road NEWCASTLE NSW 2300 Tel Fax enquire@papermax.com.au ABN Tax Invoice Invoice No 2669 Date 2 nd June 2009 To Your Order No Hancock Road MAITLAND NSW 2320 Product No Quantity Description Unit 35B 35REAMS White A4 copy paper 80gsm ream Amount Payable - Terms: Net 30 days from date of invoice Price The total price includes GST Hunter Central Coast Region RTO Business Services BSB07 Validated 18/11/10 4

5 15/3/ /3/ /4/ /5/ /5/ Hunter Central Coast Region RTO Business Services BSB07 Validated 18/11/10 5

6 Assessor Feedback Student Name: Assessor s Name: Assessment Date: Task A Acquire resources Question 1 - Business resources may include: equipment facilities human resources raw materials software stock and supplies Acquire resources Question 2 - Factor determining most economical choice include: Servicing costs Cost of Consumables Bulk purchases Discounts Prompt payment options Sales promotions Task B Monitor Resource Usage Question 1 - Complete stock card Question 2 - Benefits of perpetual inventory system The business has a record of how much stock without having to do a stock take The business should not have stock shortages Question 3 - Importance Accurate record Ensure there are no shortages Question 4 - Need to consider: Budget Storage facilities Rate of use Question 5 - Need to monitor usage: To meet future and present needs Stay within budget Avoid waste and theft Keep accurate records Assessor Comment: Satisfactory Requires additional information Strategies for Improvement: Assessor Signature: Date: Student self evaluation comment: I agree / do not agree with this assessment (circle correct response) Student Signature: Hunter Central Coast Region RTO Business Services BSB07 Validated 18/11/10 6

7 Hunter Central Coast Region RTO Teacher Summary Checklist - Competency Assessment Event 12 Framework Qualification Code: Business Services Certificate II in Business Services BSB20107 School: Assessor Name: Assessment Event 12: Silk Flora Date of Assessment: Units of Competency: BSBADM311A Maintain business resources *The assessor is to indicate Y or N in the column next to each skill demonstrated in the student s work. Individual student feedback to be noted on assessment task. Student Names The contents of the event provided satisfactory evidence of: Task A Acquire resources Question 1 - Business resources may include: equipment facilities human resources raw materials software stock and supplies Acquire resources Question 2 - Factor determining most economical choice include: Servicing costs Cost of Consumables Bulk purchases Discounts Prompt payment options Sales promotions The candidate s overall performance was satisfactory. Hunter Central Coast Region RTO Business Services BSB07 Validated 18/11/10 1

8 Hunter Central Coast Region RTO Teacher Summary Checklist - Competency Assessment Event 12 - Continued Framework Qualification Code: Business Services Certificate II in Business Services BSB20107 School: Assessor Name: Assessment Event 12: Silk Flora Date of Assessment: Units of Competency: BSBADM311A Maintain business resources *The assessor is to indicate Y or N in the column next to each skill demonstrated in the student s work. Individual student feedback to be noted on assessment task. Student Names Task B Monitor Resource Usage Question 1 - Complete stock card Question 2 - Benefits of perpetual inventory system The business has a record of how much stock without having to do a stock take The business should not have stock shortages Question 3 - Importance Accurate record Ensure there are no shortages Question 4 - Need to consider: Budget Storage facilities Rate of use Question 5 - Need to monitor usage: To meet future and present needs Stay within budget Avoid waste and theft Keep accurate records The candidate s overall performance was satisfactory. Hunter Central Coast Region RTO Business Services BSB07 Validated 18/11/10 2