Assessor Assessment Pack

Maintain Business Resources BSBADM311

Precision Group (Australia) Pty Ltd 44 Bergin Rd, Ferny Grove, QLD, 4055 Email: info@precisiongroup.com.au Website: www.precisiongroup.com.au Precision Group (Australia) Pty Ltd BSBADM311 Maintain Business Resources Content in the Assessment Pack has been reproduced with kind permission from material produced and owned by the Department of Education, Training and the Arts. Overseas Student Information If you are an overseas student and you have a problem with your school or college that you haven t been able to fix, the Overseas Students Ombudsman might be able to help. The Ombudsman is a free complaint investigation service, available to people on student visas who are studying with private providers. You can read more about what the Ombudsman does, or make a complaint online, by visiting oso.gov.au. Copyright Notice No part of this book may be reproduced in any form or by any means, electronic or mechanical, including photocopying or recording, or by an information retrieval system without written permission from Precision Group (Australia) Pty Ltd. Legal action may be taken against any person who infringes their copyright through unauthorised copying. These terms are subject to the conditions prescribed under the Australian Copyright Act 1968. Copying for Educational Purposes The Australian Copyright Act 1968 allows 10% of this book to be copied by any educational institute for educational purposes, provided that the institute (or the body that administers it) has given a remuneration notice to the Copyright Agency Limited (CAL) under the Act. For more information, email info@copyright. com.au or visit <http://www.copyright.com.au> for other contact details. Disclaimer Precision Group has made a great effort to ensure that this material is free from error or omissions. However, you should conduct your own enquiries and seek professional advice before relying on any fact, statement or matter contained in this book. Precision Group (Australia) Pty Ltd is not responsible for any injury, loss or damage as a result of material included or omitted from this material. Information in this course material is current at the time of publication. 48

Table of Contents Assessor Assessment Pack 51 Assessment Delivery 57 Assessment Assessor Information Steps for Assessors Assessment Agreement Tasks Context Marking Schedule 69 Recording Record of Assessment Unit of Competency and Assessment Requirements 75 BSBADM311 Maintain Business Resources 49

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Assessment Delivery 51

Assessor Information This Assessor Assessment Pack is designed to assist you in assessing Learners completing the assessment for. It may refer to the simulated business, Bounce Fitness and contains examples of what is in the Learner Assessment Pack, suggestions for assessing and the parameters of information required to provide a Satisfactory or Needs More Evidence decision. Notes, key points, and answers to guide and assist you are contained in this version, but are not in the Learner version. If you prefer to use the business of the Learner, simply substitute that business name. The simulated business, Bounce Fitness, is accessed by going to <http://bounce. precisiongroup.com.au>. You will have been given an access code for each Trainer/ Assessor Pack that you purchased. You will also have received an access code for each Learner Pack that you purchased. Access is valid for 12 months from the date of first log in. If you require access after this time, it may be purchased by going to <http://www.precisiongroup.com.au>. Each Learner has a Learner Assessment Pack and that is where it is intended that they will complete their assessment tasks using the simulated business, Bounce Fitness. If you prefer to use the organisation of the Learner or your own business model, simply inform the Learner and request that they replace references to Bounce Fitness with the name of your preferred organisation. Each Assessor Assessment Pack is made up of three parts: Assessment Delivery Assessor Information Steps for Assessors Assessment Agreement Assessment Tasks Context Marking Schedule Recording Record of Assessment Copy of Unit of Competency Copy of Assessment Requirements 52

Before you commence assessing, ensure that you have a good knowledge of the subject, the assessment requirements, situation of the Learner, and the expectations of the industry to which the assessing is related. Most assessments are designed to be completed using the simulated business, but your Registered Training Organisation (RTO) may prefer to use the industry of the Learner or their own business model. Learners may be required to demonstrate knowledge and skills which may be difficult for the Assessor to witness. An Evidence Record is supplied which will allow the knowledge or skill to be verified by at least one third party signatory and preferably two or more. These witnesses would usually be current or recent supervisors, or you, the Assessor. As you encounter each task, explanations are made and it is up to you to use your experience and background knowledge of assessing theory to make a judgement as to whether it is sufficient and credible. Remember to be governed by the guidelines of the RTO for whom you are assessing. This organisation will have quality assurance documentation defining standards and processes to which you must adhere. Records must be kept of all aspects of the assessment in the Learner Pack. This will all evidence the why of your judgement. Keeping detailed notes is vital, as is the rationale for judgement. Be sure to keep records of any reasonable adjustments to the Assessment Task/s that you may have applied. The way you record all information is crucial. It is essential that you ask: 1. What did you see or hear? Write it down! 2. How does this vision or information relate to this unit? Write it down!! 3. What professional judgement did you make? Why? Write it down!!! The record of assessment is a legal document and must be signed, dated, and stored as required by your RTO. Please note that while each performance criterion has been noted, holistic assessment is desirable. It is in the interests of accuracy and credibility that all performance criteria are included. Individual gaps in performance are able to be noted more effectively if necessary. 53

Steps for Assessors Before you receive the completed Learner Assessment Pack: 1. Carefully study the unit topic, Assessment, and industry. Investigate the simulated business or conduct conversations with employers as appropriate, to understand any processes, policies, or procedures that may be necessary for Learners to know, and to which they may refer. Understand the industry requirements and how any legislative requirements impact on their organisation. You will need this information to properly assess their employees. 2. Explain the conditions of assessment to the Learners and complete the Assessment Agreement. 3. Prepare your Tasks to contextualise the Assessment to meet the needs of the industry for which you are providing the training. You may prefer to print these and include them with this Assessment. In the Assessor Assessment Pack Recording section, note your additional Tasks and mapping under the Context Detail heading, to enable you to record the Learner Assessment results for the contextualised Tasks. Conducting the Assessment: 1. Prior to commencement of the Assessment, Learners will be given their copy of the Learner Assessment Pack and access to the simulated business. They will have discussed with you the Assessment format and have signed the Assessment Agreement. 2. At this stage you will commence assessing any Tasks against the Assessment Marking Schedule supplied. If you are not using the simulated business for assessment, you will need to have obtained information from the employer. Because there is so much diversity, it is impossible for all variations and permutations in legislation, codes, awards, organisational processes, etc. to be included here. Again, it is your judgement that will decide if the response to questions and Tasks is sufficient. Recording Sheets for Tasks have been provided. Please record each Learner s information and outcomes in their Learner Assessment Pack and ensure that you include your justification for your final decision. There must be enough detail to allow anyone who was not involved in the process to understand your judgement. 3. Once Learners have completed and returned their Assessment to you, you will arrange a time with them for the feedback discussion and to advise if there are any further steps for them to take. Learners have the right to appeal any decision. 54

Example Only Complete this section in the Learner Assessment Pack for each Learner. Assessment Agreement Have you signed off: Delivery Method Classroom Small Group One-on-One Online Other (please describe) Assessment Method Learner s Organisation Pre-assessment meeting conducted Simulated Business Assessment Conditions Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the general administration field of work and include access to office equipment and resources. Assessors must satisfy NVR/AQTF assessor requirements. I confirm that the activities and assessment completed as part of this unit are my own work and comply with all relevant copyright and plagiarism rules. I understand that if there is any doubt of the authenticity of any piece of my assessment I can be orally examined and the signatory of evidence records may be contacted. Learner Name Learner Signature Date Assessor Name Assessor Signature Date 55

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Assessment 57

Tasks Learners are required to complete all tasks as instructed. Consider evidence as required by tasks and use accordingly to contextualise and meet the needs of each Learner. Contextualisation of Assessments by RTOs Precision Group recommends to all RTOs that they contextualise with additional tasks to suit particular industry requirements and specific organisational requirements. Contextualisation must retain the integrity of the assessment and the outcome of the unit of competency. 58

Example Only The Learner must complete these tasks on their own paper. To be assessed for this competency, you must demonstrate your ability to: Collect and record data on resource use Observe resource use over defined and operational timeframes Perform routine resource maintenance. The Assessment Tasks must be completed by you to enable you to demonstrate these skills. This assessment must be conducted in your own workplace. You may need to conduct further research. 59

Task 1 Theory: Short Answer Questions Task 1 enables you to demonstrate your knowledge. You must answer the following questions relating to your organisation. If there is insufficient space, you must complete on your own paper, numbering each answer and include with the remainder of this assessment pack. a. How do ethical principles impact on your purchasing organisational strategy? b. How does the Work Health and Safety Act impact on your organisational purchasing strategy? c. What Codes of Practice impact on acquisitions in your industry? d. How do the privacy laws impact on your organisational purchasing strategy? e. Describe the policies, plans and procedures that your organisation has for resource acquisition. 60

Task 1 Theory: Short Answer Questions (Continued) f. Describe how records are kept and files for acquisitions. Why would this be described as a safe and secure recording practice? Copies of any documents to which you refer must be included for the Assessor. 61

Marking Schedule Key Points and Suggested Answers Record what you saw or heard, how it related to the PC, your judgement, and why you made that judgement in the Learner Assessment Pack. Also ensure that you record your feedback. Task 1 Theory: Short Answer Questions To be competent in Task 1, the Learner must accurately answer all questions. The answers must be confirmed as accurate, appropriate, and complete by the supervisor during your discussions and completion of the Evidence Record. a. How do ethical principles impact on your purchasing organisational strategy? Discuss this with the supervisor of the Learner to gauge accuracy. Look also at the detail in Element 3 of the Trainer Manual if further clarification is required. b. How does the Work Health and Safety Act impact on your organisational purchasing strategy? Discuss this with the supervisor of the Learner to gauge accuracy. Look also at the detail in Element 3 of the Trainer Manual if further clarification is required. c. What Codes of Practice impact on acquisitions in your industry? Discuss this with the supervisor of the Learner to gauge accuracy. Look also at the detail in Element 3 of the Trainer Manual if further clarification is required. d. How do the privacy laws impact on your organisational purchasing strategy? Discuss this with the supervisor of the Learner to gauge accuracy. Look also at the detail in Element 3 of the Trainer Manual if further clarification is required. e. Describe the policies, plans and procedures that your organisation has for resource acquisition. Discuss this with the supervisor of the Learner to gauge accuracy. Consider if any documentation that they have included is appropriate and directly related. Does the Learner have a clear understanding of the procedures and are they able to apply them consistently? f. Describe how records are kept and files for acquisitions. Why would this be described as a safe and secure recording practice? Discuss this with the supervisor of the Learner to gauge accuracy. Consider if any documentation that they have included is appropriate and directly related. Does the Learner have a clear understanding of the procedures and are they able to apply them consistently? 65

Task 2 Project: Maintain Business Resources To be competent in Task 2, the Learner must complete a project relating to maintaining business resources in their workplace, and prepare a clear and concise report that is focused on the achievement of the organisational requirements. The Learner must have selected an area in their organisation for which resources are required on a regular basis. They must discuss their choice and timeline with you before commencing to ensure that their selections are suitable for the purpose of this assessment. The Learner must address the points below as a guide on their own paper. The report does not have to be lengthy, but they must cover each point with enough information to allow you to make a judgement. Ensure that all points relating to organisational procedure are agreed by the supervisor in your discussion to collect evidence for the Third Party Evidence Record. a. Collect and audit data on the resource use. The Learner must include run sheets or tracking records as evidence. I. The Learner must have provided copies of run sheets or other tracking records produced by the technological source used to keep track of purchases. The processes that they used must agree with the policies and procedures relating to the collection of data included. II. The Learner must have provided a list of at least two and no more than three potential suppliers and discussed the costs and terms of supply for each. The Learner must have provided copies of suppliers quotations or tender documents as appropriate, and the information contained on these must agree with the discussion of the Learner. III. The Learner must discuss how they will manage shortages to minimise the impact on the operations. Their discussion must be practical and cost efficient and approved by the supervisor during your Third Party Evidence Record discussion. IV. The Learner must discuss how they will consult with the team using the resource to ensure that they participate in the decision making regarding the effective use of the resources that they ordered. The Learner must have provided copies of the Minutes of the Meeting which verify the plan and involvement of the team as well as the organisational policies and procedures relating to the use of the resource that they ordered. b. Observe the resource use for a period agreed with their Assessor and provide evidence of the use. Include records that were used in the calculations. I. The Learner must routinely monitor the resource use for the period that they agreed with you and discuss how the figures compared in terms of the resource usage with previous period and what is expected to be used according to the budget. The Learner must have provided copies of all records that they used in their calculations and thee must agree with the discussion by the Learner and be approved by the supervisor during your Third Party Evidence Record discussion. These records must be printed from the business technology that is used to keep track of purchases. 66

Task 2 Project: Maintain Business Resources (continued) II. The Learner must discuss if the acquisition and storage of resources was accomplished in the way required by their organisation, was cost effective, and consistent with organisation timelines. The Learner must have provided copies of related organisational policies and the actions described by the Learner must agree with the related policies and procedures and be approved by the supervisor during your Third Party Evidence Record discussion. III. The Learner must reflect on the resource acquisition processes and identify improvements that could be made in future resource acquisitions. These must be logical and useful and approved by the supervisor during your Third Party Evidence Record discussion. If they cannot see any improvements, they must clearly explain why it is so successful and this must be approved by the supervisor during your Third Party Evidence Record discussion. c. Acquire resources as required by their organisation and provide evidence of the policies and procedures that they used to obtain these. Copies of the order, terms and conditions and related organisational policies must be included as evidence. I. The Learner must order the resources and discuss how they have met the organisational requirements and timelines as well as how they took occupational health and safety into account. The Learner must have provided copies of the order and the terms and conditions that their organisation requires to be met. The discussion of the Learner must agree with the occupational health and safety requirements and have met the terms requested of the supplier. It must be approved by the supervisor during your Third Party Evidence Record discussion. The Learner must ensure that their report is clear, concise, and all points are relevant to achievement of organisational requirements. As you will not be able to observe the Learner during the entire assessment, you will need to meet with their supervisor to obtain third party verification and you may need to ask further questions to ensure that the Learner is competent to determine, administer and maintain resources and equipment to complete a variety of tasks. The Learner must exercise discretion and judgement using appropriate theoretical knowledge of business resources and their maintenance to provide technical advice and support to a team. 67

Task 3 Evidence Record The Evidence Record must be completed by the Assessor in discussion with the supervisor of the Learner. All areas must be satisfactory for the Learner to be deemed Satisfactory. Example Only Complete this section in the Learner Assessment Pack for each Learner. Tasks Sign-Off Sheet Learner Name Assessor Name Learner Signature Assessor Signature Date Date 68

Recording 69

Example Only Complete this section in the Learner Assessment Pack for each Learner. Record of Assessment Learner Details Assessor Details Name Name Course Code Site and Date Unit Code BSBADM311 Unit Name Maintain Business Resources Performance Criteria Mapping Assessment Activity PC Mapping Satisfactory Needs More Evidence Task 1 Theory: Short Answer Questions KE 1, 2, 3 Task 2 Project: Maintain Business Resources Task 3 Evidence Record 1.1, 1.2, 1.3, 1.4 2.1, 2.2, 2.3, 2.4, 2.5 3.1, 3.2, 3.3 1.1, 1.2, 1.3, 1.4 2.1, 2.2, 2.3, 2.4, 2.5 3.1, 3.2, 3.3 Performance Evidence Mapping Satisfactory Needs More Evidence PE1 Collect and record data on resource use Tasks 2 and 3 PE2 Observe resource use over defined and operational timeframes Tasks 2 and 3 PE3 Perform routine resource maintenance. Tasks 2 and 3 70

Knowledge Evidence Mapping Satisfactory Needs More Evidence KE1 KE2 KE3 List the key provisions of relevant legislation Identify the organisational resource acquisition policies, plans and procedures Identify the organisational procedures for record keeping/filing systems, security and safe recording practices. Tasks 1a, b, c, d and 3 Tasks 1e and 3 Tasks 1f and 3 Context Mapping PC Mapping Satisfactory Needs More Evidence 71

Foundation Skills Mapping Skill Description ACSF Level Mapping Satisfactory Needs More Evidence Reading Identifies and interprets information from a range of sources, including organisational policies and procedures 3 Tasks 1, 2 and 3 Writing Uses clear and succinct language and appropriate layout to provide information, advice and support materials 3 Tasks 1, 2 and 3 Oral Communication Presents information or advice choosing language appropriate to the context and needs of the audience 3 Tasks 2 and 3 Uses active listening and questioning to confirm understanding 3 Tasks 2 and 3 Selects and uses appropriate tools to aid with estimation and other resource assessment requirements 3 Tasks 2 and 3 Numeracy Uses a combination of mainly informal and some formal written mathematical equations to represent the outcomes of the resource allocation process 3 Tasks 2 and 3 Navigate the world of work Takes some personal responsibility for adherence to organisational procedures and protocols 3 Tasks 2 and 3 Interact with others Uses collaborative techniques to engage personnel in consultations and negotiations 3 Tasks 2 and 3 Plans a range of routine tasks and required resources, accepting goals and aiming to achieve them within allocated timeframes 3 Tasks 2 and 3 Recognises and takes responsibility for addressing predictable problems in familiar work contexts 3 Tasks 2 and 3 Get the work done Follows routine procedures for using digital technology to enter, store and retrieve information directly relevant to role 3 Tasks 2 and 3 Understands the purpose and some specific functions of some common digital tools used in work contexts 3 Tasks 2 and 3 Evaluates effectiveness of decisions in terms of how well they met stated goals 3 Tasks 2 and 3 72

(please tick appropriate box) Yes No Comments and future action noted in Learner Assessment Pack Results discussed and agreed to You have the right to appeal the outcome of your assessment. The Learner is Competent Not Yet Competent Learner Comments Assessor Comments Details of further evidence required After reassessment the Learner is Competent Not Yet Competent Assessor Signature Date The signature confirms that I have submitted all my own work and agree with the assessment decision and feedback. Learner Signature Date 73

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Unit of Competency and Assessment Requirements BSBADM311 Maintain Business Resources 75

Unit of Competency Unit of Competency Modification History Release 1 This version first released with BSB Business Services Training Package Version 1.0. This unit describes the skills and knowledge required to determine, administer and maintain resources and equipment to complete a variety of tasks. Application It applies to individuals who are skilled operators and apply a broad range of competencies in various work contexts. They may exercise discretion and judgement using appropriate theoretical knowledge of business resources and their basic maintenance to provide technical advice and support to a team. No licensing, legislative or certification requirements apply to this unit at the time of publication. Unit Sector Administration General Administration ELEMENTS AND PERFORMANCE CRITERIA Element Elements describe the essential outcomes. Performance Criteria Performance criteria describe the performance needed to demonstrate achievement of the element. 1.1 Calculate estimates of future and present business resource needs in accordance with organisational requirements 1. Advise on resource requirements 1.2 Ensure advice is clear, concise and relevant to achieve 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. Monitor resource usage and maintenance 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 76

Unit of Competency ELEMENTS AND PERFORMANCE CRITERIA Element Elements describe the essential outcomes. Performance Criteria Performance criteria describe the performance needed to demonstrate achievement of the element. 3.1 Ensure acquisition and storage of resources is in accordance with organisational requirements, is cost effective, and consistent with organisational timelines 3. Acquire resources 3.2 Acquire resources within available timelines to meet identified requirements 3.3 Review resource acquisition processes to identify improvements in future resource acquisitions FOUNDATION SKILLS This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance. Skill Performance Criteria Description Reading 1.1, 1.4, 2.4, 2.5, 3.3 Writing 1.1, 1.3, 2.2, 2.5, 3.3 Identifies and interprets information from a range of sources, including organisational policies and procedures Uses clear and succinct language and appropriate layout to provide information, advice and support materials Oral Communication 1.2, 1.3, 2.3 Presents information or advice choosing language appropriate to the context and needs of the audience Uses active listening and questioning to confirm understanding Numeracy 1.1, 1.3, 1.4, 2.2, 2.4, 2.5, 3.1-3.3 Selects and uses appropriate tools to aid with estimation and other resource assessment requirements Navigate the world of work Interact with others 1.1, 1.2, 2.1, 2.4, 3.1, 3.2 2.3 Uses a combination of mainly informal and some formal written mathematical equations to represent the outcomes of the resource allocation process Takes some personal responsibility for adherence to organisational procedures and protocols Uses collaborative techniques to engage personnel in consultations and negotiations 77

Unit of Competency FOUNDATION SKILLS This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance. Skill Get the work done Performance Criteria 1.1, 1.3, 1.4, 2.2, 2.5, 3.3 Description Plans a range of routine tasks and required resources, accepting goals and aiming to achieve them within allocated timeframes Recognises and takes responsibility for addressing predictable problems in familiar work contexts Follows routine procedures for using digital technology to enter, store and retrieve information directly relevant to role Understands the purpose and some specific functions of some common digital tools used in work contexts Evaluates effectiveness of decisions in terms of how well they met stated goals UNIT MAPPING INFORMATION Code and title current version Code and title previous version Comments Equivalence status BSBADM311 BSBADM311A Updated to meet Maintain business Maintain business Standards for Training Equivalent unit resources resources Packages LINKS Companion volumes available from the IBSA website: http://www.ibsa.org.au/companion_ volumes 78

Assessment Requirements Assessment Requirements Modification History Release 1 This version first released with BSB Business Services Training Package Version 1.0. PERFORMANCE EVIDENCE Evidence of the ability to: Collect and record data on resource use Observe resource use over defined and operational timeframes Perform routine resource maintenance. Note: If a specific volume or frequency is not stated, then evidence must be provided at least once. KNOWLEDGE EVIDENCE To complete the unit requirements safely and effectively, the individual must: List the key provisions of relevant legislation Identify the organisational resource acquisition policies, plans and procedures Identify the organisational procedures for record keeping/filing systems, security and safe recording practices. ASSESSMENT CONDITIONS Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the general administration field of work and include access to office equipment and resources. Assessors must satisfy NVR / AQTF assessor requirements. LINKS Companion volumes available from the IBSA website: http://www.ibsa.org.au/companion_ volumes 79

Unit of Competency 80