Manage Business Resources

BSBOPS501 Manage Business Resources

STUDENT ASSESSMENT BOOKLET

BSB50120 Diploma of Business (Business Operations)

Student Name: _________________________________________________________

Student ID: ___________________________________________________

OVERALL UNIT – RECORD OF ASSESSMENT OUTCOMES:

This section records the outcome of each task/assessment requirement so that the final assessment outcome can be determined for BSBOPS501 Manage business resources

Student must achieve a satisfactory outcome in each of the assessment tasks listed in the table following to be deemed competent in the unit. There is space to record up to three attempts at each assessment task..

A not satisfactory result for any discreet assessment task (after the student has had three (3) attempts), will result in the student being deemed not yet competent.

Assessment Tasks	Unit Outcome
	Satisfactory (S) Not satisfactory (NS)Please note (N/A) where further attempts are not required		Date		Assessor initials
Assessment Task 1: Written Questions	Attempt 1
	Attempt 2
	Attempt 3
Assessment Task 2: Case Study – Part 1	Attempt 1
	Attempt 2
	Attempt 3
Assessment Task 3: Case Study – Part 2	Attempt 1
	Attempt 2
	Attempt 3
Assessment Task 4: Case Study – Coffee Bar	Attempt 1
	Attempt 2
	Attempt 3
Final Assessment Results		Result (C/NYC)
BSBOPS501 Manage business resources		Competent □ Not Yet Competent □
Student Name:
Student ID:
Qualification: BSB50120 Diploma of Business (Business Operations)
Does the student wish to appeal the result? □ YES □ NO
Assessor Name:
Assessor Signature:				Date: / /

Assessment Plan

The following outlines the requirements of your final assessment for this unit. You are required to satisfactorily complete all tasks to demonstrate competency for this unit.

Your Trainer / Assessor will provide you with the due dates for each assessment task. Write them in the table below and keep a note of the due dates for your reference.

Assessment Requirements	Due date
1. Written Questions
2. Case Study – CFA (Part 1)
3. Case Study – CFA (Part 2)
4. Case Study – Coffee Bar

Agreement by the student

Read through the assessments in this booklet before you fill out and sign the agreement below. Make sure you sign

this before you start each assessment task.

Have you read and understood what is required of you in terms of assessment?

¨ Yes

Do you agree that the assessment process is clear?

¨ Yes

Do you understand your rights to appeal then decisions made in an assessment?

Do you have any special needs or considerations to be made for this assessment?

¨ No ¨ Yes

If yes, what are they?

¨ Yes

¨ No

Student Name: ______________________________________________________________________________________________

Student Signature: _____________________________________________________________ Date: ________________________
- Assessor Name: ______________________________________________________________________________________________
Assessor Signature: ____________________________________________________________ Date: ________________________
Assessor Note: If the student ticks ‘NO’ for any item except the reasonable adjustment, the assessor must not commence the assessment activity until the matter has been resolved and records of the resolution have been entered into the Student Management System (SMS).
If a student identifies any specific needs or considerations, assessors must provide a detailed record of how the situation was managed in the assessment outcome record for this assessment.

Version control
Version No.	Date		Dept.	Change
1.0	22/01/21		Training	Original




Copyright Statement
© Copyright Clinton Institute
Disclaimer		All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, scanning, recording, or any information storage retrieval system without permission in writing from Clinton Institute. No patent liability is assumed with respect to the use of information used herein. While every effort has been taken in the preparation of this publication, the publisher and authors assume no responsibility for errors or omissions. Neither is any liability assumed for damages resulting from the use of information contained herein.

Contents

OVERALL UNIT – RECORD OF ASSESSMENT OUTCOMES: 2

Assessment Plan. 4

Contents. 6

Introduction. 7

Assessment Task 1: WRITTEN QUESTIONS.. 14

Assessment Task 2: CASE STUDY – CFA – Part 1 23

Assessment Task 3: CASE STUDY– CFA (Part 2) 41

Assessment Task 4: CASE STUDY– Coffee Bar. 55

Introduction
Unit code	Title	Training Package
BSBOPS501	Manage business resources	Business Services Training Package

For further information regarding assessment criteria including-

Application of unit
Elements and performance criteria
Assessment requirements
Modification History
Performance Evidence
Knowledge Evidence
Assessment Conditions.

Please refer to: https://training.gov.au/Training/Details/BSBOPS501

Understanding Assessment Terminology

Describe: Give a detailed account by recounting, characterising, outline and relating, in sequence, an event, situation, theory or point.

Discuss/Explain: Clarify or elaborate on the facts. Focus on reasons how and why things happen or a why a particular point is important in the relevant context.

List: Using dot points, list a series of points, steps or stages that relate to the question.

Outline: Leaving out minor details, give an account of thing or a process outlining the main points of a topic.

Review: Provide a summary while analysing and commenting on the evidence, argument or other relevant points.

Summarise: Identify and interpret the most relevant features of a theory, discuss issue or detail, leaving out the finer details.

Develop: Involves the creation of the materials/activities/procedures to achieve the outcome. This is about designing and creating,

Implement: After materials/activities/procedures are developed, test all materials/procedures to determine if they are functional and appropriate for the intended audience.

Evaluate: ensures that the materials/activities/procedures achieve their desired goals and involves a detailed review including any recommendations for change and reasons.

Plagiarism

While cooperative effort and the sharing of information are encouraged, you must ensure your assignments and assessments are representative of your own effort, knowledge, and skills. You must not take the work of others and present it as your own. Plagiarism may result in the assignment/assessment being deemed to be “not yet competent” by the Trainer / Assessor.

Students accused more than once of academic misconduct, including plagiarism, may be dismissed or cancelled from their course at the discretion of the Clinton Institute Director of Studies.

Plagiarism can take several forms:

Quoting from a book or an article without acknowledging the source.
Handing in someone else’s work as your own.
Stealing and passing off another person’s words or ideas and claiming them as your own.
Giving incorrect information about the source of a quotation or idea.
Downloading information from the internet without acknowledging the source.
Copying a section of a book or article and submitting it as one’s own work.
Presenting as a new and original idea or produce something which was derived from an existing source.

Referencing Materials

If you are unfamiliar with how to reference, we recommend that you review http://www.citethisforme.com/harvard-referencing. Two types of citations are included:

In-text citations are used when directly quoting or paraphrasing a source. They are located in the body of the work and contain a fragment of the full citation. Depending on the source type, some Harvard Reference in-text citations may look something like this:
- “After that I lived like a young rajah in all the capitals of Europe…” (Fitzgerald, 2004).
Reference lists are located at the end of the work and display full citations for sources used in the assignment. Here is an example of a full citation for a book found in a Harvard Reference list:
- Fitzgerald, F. (2004). The great Gatsby. New York: Scribner.*
It is preferred that students utilises Harvard Style referencing. Generally, Harvard Reference List citations follow this format:
- Books: Last name, First Initial. (Year published). Title. City: Publisher, Page(s).
- Journals/publication: Last name, First initial. (Year published). Article title. Journal, Volume (Issue), Page(s).
- Websites: Website name, (Year published). Page title. [Online] Available at: URL [Accessed Day Mo. Year].

Understanding your results

The great thing with competency-based training is that you either deemed ‘competent’ (you can demonstrate the required skills and knowledge) or ‘not yet competent’ (at this time you haven’t been able to demonstrate required skills or knowledge). The key word is “YET”.

Your Trainer / Assessor will provide you with feedback on your assessments so that you know what you have done well in your assessment and what you need to improve upon or fix. An “NYC” result does not mean that you have failed and that is it – you have the opportunity to try again. It could be that one question in your assessment was deemed not yet satisfactory and this is the only question that will require review.

Assessment outcomes

Each assessment task will be given an outcome of either Satisfactory (S) or Not Yet Satisfactory (NYS). You must complete all tasks satisfactorily to achieve an overall outcome of Competent (C) for a unit. If one or more of tasks are assessed as not yet satisfactory, you will be given an overall outcome for the unit of Not Yet Competent (NYC).

You will be allowed up to two (2) reassessments attempts to complete each task and achieve a satisfactory outcome. You will be given a timeframe for resubmission and advised what you must include in the resubmission.

There is an Assessment Task # – Outcome Record incorporated within an Assessment Cover Sheet at the beginning of each discreet assessment activity. Assessors will complete the Outcome Record section for each assessment activity. The summary of the outcomes will be transferred to the Overall Unit – Record of Assessment Outcomes located on the reverse of the first page Cover sheet of this Student Assessment Booklet..

Assessors Note -the Overall Unit – Record of Assessment Outcomes will become the first page of the submitted work when completed (by reversing the first page Cover sheet of this Student Assessment Booklet.)

Results legend

C	Competent	You have successfully completed unit and met the minimum competency criteria and demonstrated the required skills and knowledge.
NYC	Not Yet Competent	You have *not* met minimum competency criteria for the unit. Certain section/s require review due to not meeting the requirements and, therefore, your work is deemed not yet competent. Note: If you have had an initial assessment, a first reassessment and then a final reassessment, you will no longer have an opportunity to resubmit. You will receive a “NYC” and have to re-enrol in the unit.
S	Satisfactory	Individual assessment/question is satisfactory.
NYS	Not Satisfactory	Individual has not yet achieved a satisfactory result for a specific assessment activity

Assessment attempts and resubmissions

You will have up to three (3) attempts to achieve a satisfactory outcome for each assessment. If after three (3) attempts you cannot achieve a satisfactory result for any assessment activity, the overall outcome with be Not Yet Competent (NYC) for the unit.

Resubmission

You will be given the opportunity to resubmit a Not Yet Satisfactory (NYS) assessment task up to two (2) times. Following the assessment outcome, you will be given appropriate feedback on previous attempt. This will enable you to have a total of three (3) attempts.

Timeframe

You will be provided with an appropriate timeframe by your trainer to resubmit your work. For example, you may be given 14 days to resubmit incorrect responses to written tasks or projects. Should you be required to complete a roleplay or presentation, your assessor will make an appointment time, which suits both of you.

Records

The Assessment Task Cover Sheet at the start of each assessment activity, includes a space to record the details of any re-attempts and resubmissions. Assessors must ensure that this is comprehensively detailed so that anybody reviewing the assessment record can tell exactly what occurred, when it occurred, how it occurred, who was involved and where any further evidence is located. Assessors must also make reference to ensuring that any reattempt or resubmission has been assessed in accordance with the model responses and performance descriptors included in the Assessor’s Marking Guide.

Assessment task cover sheet

At the beginning of each individual assessment task, you will find an Assessment Task Cover Sheet. Please fill out your student details on each cover Sheet and make sure you sign the student declaration.

Your assessor will complete the Outcome Record section and give you feedback about how well you went in each task. This will be written on the Assessment Task Cover Sheet.

Assessment appeals

You have the right to appeal an assessment decision. To make an appeal about an assessment decision, you must follow the process outlined in the Student Handbook.

Note that the Overall Unit – Record of Assessment Outcomes contains a section which says “Does the student wish to appeal the result? □ YES □ NO”

Assessors must ensure that the appropriate box is ticked, after conferring with the student if necessary.

Assessment Overview

This Student Assessment Booklet includes all your tasks for assessment of BSBOPS501 Manage business resources

About your assessments

There are four (4) assessment tasks for this unit. You must satisfactorily complete all tasks to achieve competency for this unit.

Assessment Task	About this task
Assessment Task 1: Written Questions	You must correctly answer all ten (10) questions to show that they understand the knowledge required of this unit.
Assessment Task 1: Written Questions	Evidence Required · All completed questions.
Assessment Task 2: Case Study – CFA (Part 1)	You are required to demonstrate their ability to comprise bid information, develop a resource plan and monitoring of project.
Assessment Task 2: Case Study – CFA (Part 1)	Evidence Required · Activity 1: Resource Bid Information · Activity 2: CFA Resource Plan · Activity 3: Written Project Report
Assessment Task 3: Case Study – CFA (Part 2)	You are required to demonstrate your ability to develop a resource plan and monitoring of project.
Assessment Task 3: Case Study – CFA (Part 2)	Evidence Required · Activity 1: Second CFA Resource Plan · Activity 2: Written Project Report
Assessment Task 4: Case Study – Coffee Bar	You are required to demonstrate your ability to develop a resource plan and monitoring of project.
Assessment Task 4: Case Study – Coffee Bar	Evidence Required · Activity 1: MCB Resource Plan · Activity 2: Written Project Report

How to submit your assessments

When you have completed each assessment task you will need to submit it to your assessor.

Instructions about submitting your work can be found at the beginning of each assessment task.

Make sure you photocopy your written activities before you submit them. Your assessor will put the documents you submit into your student file. These will not be returned to you.

ASSESSMENT TASK COVER SHEET and TASK OUTCOME RECORD– ASSESSMENT TASK 1

Student: Please fill out your details and date of submission and complete the declaration. Keep a copy of your submission.

Student Name
Student ID
Date of submission
Course / Qualification	BSB50120 Diploma of Business (Business Operations)
Unit(s)	BSBOPS501 Manage business resources

Student declaration

I <Insert your name>__________________________________________declare that this is my own work and:

□ None of this work has been completed by any other person.

□ I have not cheated or plagiarised the work or colluded with any other student/s.

□ I have correctly referenced all resources and reference texts throughout these assessment tasks.

□ I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student Signature: ___________________________________________________________________________________________

Assessor to complete
Assessment requirements	Satisfactory/ Not satisfactory	Attempt (pls circle)
Written questions completed		1 2 3
Overall Outcome for Assessment Task 1:

ASSESSOR FEEDBACK – Detail any gaps identified and any reassessment requirements

(if more space is required, continue on reverse of this page)

Assessors: Please provide a copy of this cover sheet to the student with assessment results and feedback. The original copy must be supplied to the office and kept on the student’s file with the evidence.

____________________________________________________________________________________________________________

Assessor Signature: ………………………………………………………………………………Date: ………………./…………………/…………….

Assessor Name: ______________________________________________________________________________________________

*Authenticity Check*
Student Name:
Student ID:
Unit of Competency: BSBOPS501 Manage business resources
*Assessor Use Only*
I confirm that I have checked this completed student assessment item and confirm (Assessor must tick one of the following): ¨ I have checked the authenticity of this work and am unable to detect any form of plagiarism, collusion or cheating and believe the contents of the submission is the students own work. ¨ I have checked the authenticity of this work and have identified potential instances of plagiarism, collusion or cheating. A detailed file note is attached to this completed assessment item, detailing the issues of concern, which will be submitted to the Director of Studies for further investigations and action. The student has been marked Not Yet Satisfactory in this assessment.
Assessor Signature:		Date checked:

Assessment Task 1: WRITTEN QUESTIONS

Task summary:

You are required to answer all ten (10) questions correctly in this task.

You will have two (2) hours to complete this assessment.

Resources and equipment required to complete this task

Student Leaner Guide for this Unit
Computer
Access to the Internet

Note: Clinton Institute provides students with access to a computer and internet

When and where do I complete this task?

This task is to be completed in the classroom. Your assessor will advise on the date(s) and time(s) of the assessment.

What do I need to submit and Do?

What do you need to do?	What evidence is required?
Answer all ten (10) questions.	You will need to submit your answers to all ten (10) questions.

Decision Making Rules

Assessors will compare student responses/performance with the model responses and performance descriptors contained in the Assessors Marking Guide. Your responses do not have to be verbatim (unless otherwise specified), but must convey the same meaning as each component listed. Similarly, you do not have to perform exactly as described in the marking guide (unless otherwise specified), but you must address each performance components listed.

You must achieve a satisfactory result for every question and component to achieve a satisfactory result for this assessment activity.

What happens if I get something wrong?

If your assessor sees that you have not completed all parts of this task satisfactorily, the details of resubmission will be advised by your Assessor in writing and discussed with you directly.

Instructions

This is an open book assessment – you can use your learning materials as reference.
You need to answer all questions correctly
You must answer the questions by writing in the space provided and/ or you may complete using softcopy tasks or templates electronically when provided.
If you need more space, you can use extra paper. Make sure you write on each extra piece of paper your name and the question number/s you are answering.

Assessor will tick either □ Satisfactory OR □ Not yet satisfactory for each question and sub-questions.

Assessment Task 1: Written Questions

Question 1

List below four (4) legislative and regulatory requirements, relevant to managing business resources.

1	Financial regulation laws
2	Tax laws
3	Interstate commerce laws
4	Intellectual property laws (Bellouard, et al., 2012).
Outcome for Question 1: □ Satisfactory OR □ Not yet satisfactory

Question 2

Resource Planning is an important requirement of any business, and ensures it has the required resources to meet its objectives. Outline each of the following Resource Plan Contents.

Resource Plan Content	Outline of Resource Plan Content
Acquisition and allocation of resources	Once we get the essentials in line, we require beginning describing the project and evaluating the resources essential for moving the project onward.
Timelines and the relationship to business strategies	The timeline and the relationship to the strategies of business create the milestone of the plan of business – the number of staff, locations, targets of sales, probable bet revenue and some other objectives.
Contingency plans and processes	1. Innovate and make the list of main risks 2. Arrange the risks 3. Gather and identify the resources 4. Begin creating the plans of contingency for each event 5. Discuss the plan with the team 6. Reconsider the plan.
Costs and budgets	It outlines the provision of estimation of cost to the estimated components of the project that need definite resources (Bellouard, et al., 2012).
Outcome for Question 2: □ Satisfactory OR □ Not yet satisfactory

Question 3

Outline below two (2) resource acquisition processes

1	Firstly define the project accurately.
2	Then find the necessary resource and then allocate those resources for meeting the requirements (Bellouard, et al., 2012).
Outcome for Question 3: □ Satisfactory OR □ Not yet satisfactory

Question 4

Outline how you would manage finances, including project budgets

The following strategies are there to manage finances involving budgets of the project:

1. Understanding the wants and needs of the stakeholders

2. Identify when the situations have changed

3. Keep the project stakeholders informed about everything

4. Exactly manage and identify change

5. Develop accurate key performance indicators

6. Reconsider, evaluate, re-forecast (Farrar & Worden, 2012).

Outcome for Question 4: □ Satisfactory OR □ Not yet satisfactory

Question 5

Outline below two (2) potential resource allocation review procedures

Know the scope – Before we could allocate the resource and direct them all, we must describe the project scope we are operating on.

Classify resources – We are aware of the project goals, tasks and scope for the project required being on accurate time and as per the approved budget, now we must gather all the resources (Farrar & Worden, 2012).

Outcome for Question 5: □ Satisfactory OR □ Not yet satisfactory

Question 6

What are objectives of a business Unit?

The objectives are something that the organization of business needs to obtain over a particular time. These might be for earning profit for development and growth, for giving a better quality of goods to the consumers, for protecting the environment.

The objectives include:

1. Organic

2. Social

3. Strategic

4. National

5. Human

6. Economic (Laffan & Lindner, 2014).

Outcome for Question 6: □ Satisfactory OR □ Not yet satisfactory

Question 7

Identify below three (3) typical risks associated with managing business resources and a risk management strategy for each

#	Typical Risk with Managing Business Resources & Mitigation Strategy
1	Risk Economic Risk Mitigation strategy To mitigate this risk save money as much as you can for maintaining the steady flow of cash. Operate the business with a slender budget with very low overhead by all cycles of the economy as a section of the plan of business (Laffan & Lindner, 2014). □ Satisfactory OR □ Not yet satisfactory
2	Risk Compliance Risk Mitigation strategy Stay vigilant in the following compliance through joining the organization of industry, daily review the agency information of government. □ Satisfactory OR □ Not yet satisfactory
3	Risk Financial risk Mitigation strategy Making some adjustments to the plan of business can help in avoiding harming the flow of cash or creating some unlikely loss (Laffan & Lindner, 2014). □ Satisfactory OR □ Not yet satisfactory
Outcome for Question 7: □ Satisfactory OR □ Not yet satisfactory

Question 8

Identify below two (2) procedures for risk management, including requirements for the considerations of potential changes in government priorities

Risk analysis – It includes establishing the risk understanding and giving the input to the evaluation of risk and to the decisions on whether the risks are required to be preserved, on the accurate treatment techniques of risk.

Risk evaluation – The main objective of this is for assisting in decision making, as per the results of analysis of risk about which need treatment of risk and the precedence for the implementation of treatment (Kane, 2012).

Outcome for Question 8: □ Satisfactory OR □ Not yet satisfactory

Question 9

List below the five (5) key elements required to monitor usage of both physical and human resources

1	Percentage of the staff trained in the policies of the company
2	Competitiveness of salary or wages
3	Pay gap as per gender
4	Number of the initiatives of diversity
5	Rate of diversity or demographics of employees (Kane, 2012).
Outcome for Question 9: □ Satisfactory OR □ Not yet satisfactory

Question 10

Outline below two (2) sources of information required to monitor usage of both physical and human resources

Resource Type	#	Information Required to Monitor Usage of Resource
Physical Resources	1	*Data of organization*
Physical Resources	2	Managers of the organization
Human Resources	1	*Information from managers*
Human Resources	2	Top management (Kane, 2012).
Outcome for Question 10: □ Satisfactory OR □ Not yet satisfactory

**** END OF ASSESSMENT TASK 1 ****

What do I need to hand in for this task?	Have I completed this?
Your answers to each question	o

ASSESSMENT TASK COVER SHEET – ASSESSMENT TASK 2

Student: Please fill out your details and date of submission and complete the declaration. Keep a copy of your submission.

Student Name
Student ID
Date of submission
Course / Qualification	BSB50120 Diploma of Business (Business Operations)
Unit(s)	BSBOPS501 Manage business resources

Student declaration

I <Insert your name>__________________________________________declare that this is my own work and:

□ None of this work has been completed by any other person.

□ I have not cheated or plagiarised the work or colluded with any other student/s.

□ I have correctly referenced all resources and reference texts throughout these assessment tasks.

□ I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student Signature: ___________________________________________________________________________________________

Assessor to complete
Assessment requirements	Satisfactory/ Not satisfactory	Attempt (pls circle)
Activity 1: Completed Resource Bid Information		1 2 3
Activity 2:Developed CFA Resource Plan		1 2 3
Activity 3: Completed Written Project Report		1 2 3
Overall Outcome for Assessment Task 2:

ASSESSOR FEEDBACK – Detail any gaps identified and any reassessment requirements

(if more space is required, continue on reverse of this page)

____________________________________________________________________________________________________________

Assessor Signature: ………………………………………………………………………………Date: ………………./…………………/…………….

Assessor Name: ______________________________________________________________________________________________

*Authenticity Check*
Student Name:
Student ID:
Unit of Competency: BSBOPS501 Manage business resources
*Assessor Use Only*
I confirm that I have checked this completed student assessment item and confirm (Assessor must tick one of the following): ¨ I have checked the authenticity of this work and am unable to detect any form of plagiarism, collusion or cheating and believe the contents of the submission is the students own work. ¨ I have checked the authenticity of this work and have identified potential instances of plagiarism, collusion or cheating. A detailed file note is attached to this completed assessment item, detailing the issues of concern, which will be submitted to the Director of Studies for further investigations and action. The student has been marked Not Yet Satisfactory in this assessment.
Assessor Signature:		Date checked:

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Assessment Task 2: CASE STUDY – CFA – Part 1

Task summary:

This assessment task is in three (3) parts.

o Activity 1: You are required to complete Resource Bid Information

o Activity 2: You are required to develop a Resource Plan

o Activity 3: You are required to develop a written Project Report

You will have six (6) hours to complete this assessment, which may be undertaken in more than one session.

Resources and equipment required to complete this assessment

Computer and Microsoft Office/ Email
Access to the internet
Meeting space

Note: Clinton Institute will provide all the forementioned to complete this assessment

When and where do I complete this task?

This task is to be completed in the classroom. Your assessor will advise on the date(s) and time(s) of the assessment. , which may be undertaken in more than one session.

What do I need to submit and Do?

What do you need to do?	What evidence is required?
Activity 1: Complete resource bid information	Completed Resource Bid Information
Activity 2: Develop a Resource Plan	Completed Resource Plan
Activity 3: Develop a written Project Report	Completed Written Project Report

Decision Making Rules

You must achieve a satisfactory result for every question and component to achieve a satisfactory result for this assessment activity.

What happens if I get something wrong?

If your assessor sees that you have not completed all parts of this task satisfactorily, the details of resubmission will be advised by your Assessor in writing and discussed with you directly.

Assessment Task 2: Case Study – CFA (Part 1)

Students Instructions:

Case Study – Background Information

You’re employed at Custom Fit-outs Australia (CFA) as the Operational Manager. CFA have an establish reputation and well-known brand. CFA is an ISO accredited company and has been ISO accredited for over ten (10) years.

The Victorian Government has just released a Tender for the commission of one hundred (100) fully equipped self-contained vehicles to accommodate emergency serviceman during bushfires and other state of emergency responses, providing on-site accommodation at established base camps. These vehicles must be small enough to travel on small country roads, which buses and large vehicles cannot access.

Vehicle Requirements

· Sleep a minimum of two (2) individuals

· On board water tank

· Kitchen with stove top, refrigerator and sink

· Toilet and shower

· Hot water service

· Storage for personal items

· Satellite navigation and tracking equipment

Specified timeframe on the Tender, for the delivery of the required one hundred (100) vehicles is twelve (12) months.

You have discussed the potential opportunity with Mike Downer, the company CEO, who is keen to submit a bid for the Tender.

A meeting is held with all the relevant stakeholders to discuss the opportunity in more details.

During the meeting, the nature and level of resources required was determined as followed:

· This project would need to be established as a separate business unit within CKA

· This business unit will need to be over and above CFA current budget and KPI’s

· Agreed contingency budget of 5% to be built into the overall project budget

· CEO has requested an additional 20% profit margin on total project

· Need to acquire external expertise to develop the Tender for submission

· Need to identify opportunities to share resources across the business unit within CFA

· Additional resources to meet the twelve (12) month timeframe will need to be attained

· Project budget will need to be established to determine resource requirements and identify bid value (Proposed costs)

· Need to identify benefits CFA can offer the Victorian Government over potential competitors

Note: To assist you in completion of this assessment task you may like to access the following:

ISO Standards: https://www.iso.org/management-system-standards.html
WHS Act 2011: https://www.legislation.gov.au/Details/C2018C00293
WHS Regulations: https://www.legislation.gov.au/Details/F2011L02664
Fair Work Act 2009: https://www.legislation.gov.au/Details/C2017C00323
Fair Work Regulations 2009: https://www.legislation.gov.au/Details/F2017C00559

Activity 1

Develop Resource Bid Information

Further Case Study Information

Following the meeting, the Assembly and Fit-out team have done some research, and determined that purchasing vans and then customising the fit-out will be that most cost effective and efficient way to fulfil the government tender.

The Assembly and Fit-out Manager, David White has an established network with the fleet manager at Ford Australia, who has provided CFA with an exclusive written quote for one hundred (100) Ford Transit vehicles for $5,000,000.00, being only $50,000.00 each (including GST) dive away and includes one (1) years free registration. This is a total saving of $6,717.00 on RRP plus registration of up to $835.90 on each vehicle.

Part of the quote also allows staged delivery over the next twelve (12) months (As required) to be able to offer the client a completed staged delivery throughout the year, with registration commencing only once client takes delivery.

Ford Transit – Vehicle Specifications:

· Engine 2.0 litre, 4-cylinder turbo.

· 6- speed Automatic transmission

· Fuel use: L/100Km

· Power: 125KW at 3500rpm

The Design team has developed a custom design fit-out which meets all the clients’ requirements including two (2) single fold away beds or one (1) queen bed and a collapsible table for $8,450.00 plus GST on materials and part for the following design (Excluding labour costs):

It has been identified that a large corner of the factory in Dandenong is currently not being used, and will be allocated to this project if the event of successful tender bid. This will be an added benefit as this overhead will be absorbed by CFA and not added as a budgeted project expense.

It has been determined that an additional three (3) full-time staff will need to be acquired on a twelve-month contract to meet the resource demand, to enable delivery of the required one hundred (100) vehicles within twelve (12) months. It is estimated each new contractor will cost approx. $85,000.00 including training time and superannuation.

An external expert with a 98% success rate in writing tenders has been engaged for $20,000.00 including GST. In order to provide the Tender writer with all information to be able to write the tender, you have been asked to develop a draft resource bid, outlining all the information we have so far.

Use the information in the Case Study to develop Resource Bid Information for the Tender Writer.

Analyse the project resource requirements to identify the proposed costs and benefits, using the template following. (Template also available as a separate document in soft copy on request).

Project Resources Bid Information
Project Name:	*Tender of 100 self-equipped vehicles*
Project Description:	*The Victorian government has released a tender for the commission of 100 hundred self-equipped vehicles to CFA company (*Pierre, 2014).
A. Cost of Project Resources
Vehicle Purchase			$5,000,000.00
Custom Fit-out Materials			$50,000
Materials GST			$250
HR Resources			$250
Sub-Total Project Expenses			$6,050,000
5% Contingency Value			$25000
Sub-Total Project Expenses with contingency			$30,000
20% Profit Margin on Project			$50,000
Expert Tender Writer			$45,000
Total tender bid value			$5,000,000
Total Unit Cost to client			$7,000,000
B. Benefits of CFA
List three (3) benefits CFA offers in this project.		1	They can large profits from this tender
		2	The Victorian Government will provide them with big offers in future
		3	By completing this project, CFA’s reputation will be increased in the market (Pierre, 2014).
Identify five (5) opportunities to share resources across business units within the organisation		1	*Earning more profits*
		2	*To complete the tender in the given duration*
		3	*To complete the tender under the planned budget*
		4	*To avoid the risk in completing the tender*
		5	To make the vehicles as per the given brief (Pierre, 2014).
C. Internal Resourcing Capacity & External Resources Requirements				Internal Resourcing Capacity & External Resources Requirements
List of Internal Resource Capacity List a minimum of three (3)		1	*Funds*
		2	Volunteers
		3	Equipment and tools
List of external Resources Required List a minimum of three (3)		1	*Badges of security*
		2	Computers
		3	Cell phones (Pierre, 2014).

Activity 2

Further Case Study Information

The Tender submission was a success and CFA was awarded the contract to provide the Victorian Government with one hundred (100) fully equipped self-contained vehicles to accommodate emergency serviceman during bushfires and other state of emergency responses, providing on-site accommodation at established base camps, over the next twelve (12) months.

As the Operations Manager you are required to develop a Resource Plan (V1.0) for the project over the next 12 – months to ensure the project runs to schedule as planned.

Additional Resource Plan information:

· Document ID: VGT/1234A

· Document Owner: CFA Operations Manager

· Date of Issue: Date created/ completed

· File Name: Resource Plan VGT/1234A

· Once completed the document will need to be approved by the project team: CEO (Project Sponsor), Assembly & Fit-out Manager (Procurement Manager) & Operations Manager (Project Manager)

Develop a Resource Plan

Use the information in the Case Study, to develop a Resource Plan using the template following. (Template also available as a separate document in soft copy on request):

RESOURCE PLAN

Version: <Version Number>

Document Control

Document Information

Document ID	VGT/1234A
Document Owner	CFA Operations Manager
Issue Date	20-02-2022
Last Saved Date	06-03-2022
File Name	Resource Plan VGT/1234A

Document History

Insert the document version number and associated information.

Version

Issue Date

Changes

VGT/1234A

20-02-2022

They implement the back plan of this project.

Document Approval

Insert the document approval information.

Project Team Role	Name	Signature	Date
CFA Operations Manager	Jack		20-02-2022
CFA sales manager	Max		20-02-2022
CFA marketing manager	Sarah		20-02-2022

Resources Allocated

Insert the information on the resources that will be required to deliver the project.

Resource	Acquisition and Allocation of Resources
Project Team	CFA members
Project Staff	Sales, operation, and marketing manager
Customer Support	Customerhelpline@au.in
Facilities	Operations,sales,and marketing
Equipment	Tools, and types of equipment
Software Tools Must include a system for monitoring resource usage	Cameras, recorder, equipment, and tools. Manufacturing types of equipment, and the machines, electrition High-level mechanics, and engineers. Plan report and the resource plan data to calculate the estimation of the project budget.
Other	Marketing information and other sources.

Procedures for evaluation of resource allocation

Insert two (2) procedures for evaluating resource allocation, that will be used to ensure resource allocation is efficient and maximizes productivity.

Evaluation Procedure #1

The organization that is needed to increase their productivity in the market and for this, they have to allocate the location and start the productivity of the company in the market to build their project.

Evaluation Procedure #2

After allocation, they have to start the work and the productivity and implement the work and the teammates according to the work requirements.

Procedures to review resource allocation against business unit objectives

Insert two (2) procedures to review resource allocation, in the event the evaluation procedures determine that efficiency and maximum productivity is not being maintained.

Review of Resources Allocation Procedure #1

Before the project started they have to check all the pieces of equipment and the tools and check their working capacity.

Review of Resources Allocation Procedure #2

In the second resources plan, they have to confirm all the details and the resources places to start the project on time.

Project Timeline

Identify project activities to be undertaken over the project period of twelve (12) months, ensuring 100 vehicles are completed in that period.

Project Activity Description	Project Duration in Months
Project Activity Description	Prior to Project commencement	1	2	3	4	5	6	7	8	9	10	11	12
Implement the project plan in the market.		*
Development the project team			*

Divide the teammates according to department

Risk Management

Identify project risks, rate the risk and establish risk management mitigation strategy. List a minimum of five (5) project risks

Likelihood	Consequence
			Minor	Moderate	Significant	Major	Catastrophic
			1	2	3	4	5
	Rare	1	1	2	3	4	5
	Unlikely	2	1	4	6	8	10
	Moderate	3	1	6	9	12	15
	Likely	4	1	8	12	16	20
	Almost Certain	5	1	10	15	20	25

#	Identified Potential Risk Identify potential risk below	Likelihood (1-5)	Consequence (1-5)	Risk Rating (1-25)	Strategy to Treat Potential Risk Identify a strategy to eliminate or mitigate potential risk
1	Tools and the failure of the equipment	4	4	15	They have to arrange the tools and the equipment more for the backup option.
2	Funds unavailable	5	5	25	If they will not get the required fund amount then their project will get fail and there might be the chance they would not be able to do start the project on time.
3	Unavailable team members	5	4	20	If the team members or the staff members are not there on time then this will cost a huge loss to the company.
4	Unavailable to complete the tender on time	5	4	10	If the company was unable to complete the tender on time then there might be a chance they have to face a huge crisis in the market from their competitors.
5	Cyber risk	5	5	20	If the company project has may cause cyber crime and they will have to face cyber risks because of this their all data may get a leak and because of this they have to get a cyber risk team in their organization (Zhang et al., 2020).

Contingency Plans

Develop contingency plans for each of the following potential project issues.

Contingency Scenario	Outline Contingency Plan
Fail to acquire the additional required skills before project commencement.	There might be chances that the project can be failed and for securing it they have to put some other kinds of skills and the additional level of skills to make their project great. According to the contingency requirement and the plan demand, they have to show their great skills in the organization to make the project work and be worth it (Wang, et al., 2020).
Ford (Vehicle Supplier) fails to deliver vehicles on time and hold up project production/ scheduled timeframes	If the vehicle supplier of the ford organization is unable to deliver their goods on time then this may cause the bad reputation of the company and the late delivery sign of the company’s inappropriate working policy. If they provide the late service to the project team of the ford organization then this will slow down the production of the vehicle in the market and because of this, the competition level in the market will be increased, and ford company has to face it (Wang, et al., 2020).
CFA’s main business grows and needs the factory space, allocated to the project for assembly.	If the main business of the CFA grows so based on this the company has to make the contingency plan in which they have to make and build the company factory space, the location of the organization, and how they have to assemble the project allocation. Space is required by the organization for their growing business development and they have to check all the other equipment, tools, and resources available in the market to make the plan into reality (Zhang et al., 2020).

Costs and Budget

Develop project budget estimates for each of the following project expense areas:

Project Budget
Project Expenses	Expense Value
Vehicle Purchase	$5,000,000.00
Custom Fit-out Materials	$50,000
Materials GST	$250
HR Resources	$250
Sub-Total Project Expenses	$6,050,000
5% Contingency Value	$25000
Total Project Budget	$ 11,125,5000

Activity 3

Monitoring of Project and Write Project Report

Further Case Study Information

The Resource Plan you developed in Activity 2, has been approved by required stakeholders.

You immediately implement the Resource Plan and related processes as required to ensure the project commencing is efficient and well organised.

*******************

One (1) Month Since Project Commencement

Three (3) skilled contract staff were appointed, and undertook training and guidance by one (1) of CFA senior assembly and fit-out team members.

Vehicle fit-out production has commenced, however the senior assembly and fit-out team member, who is very quick, has completed three (3) vehicles on his own in this period, on top of training the three (3) new staff members.

Assembly & Fit-out (A&FO) staff	Vehicles Completed in the first (1^st) Month
Senior A&FO (Trainer)	3
New Contractor A&FO #1	2
New Contractor A&FO #1
New Contractor A&FO #1

The senior assembly and fit-out team member, is scheduled to return to his regular duties at the end of the week, having fully trained the new project team members.

The client is very happy with the standard of work, but expressed fears that CFA may be in potential danger of not meeting the 100 vehicle requirement within the next 11 months, as CFA has only delivered five (5) vehicles to date.

To maintain 100 completed vehicles within twelve (12) months, CFA needs to average 8.3 completed vehicles each month.

Current Project Spend

Vehicle Purchase	$250,000.00
Fit-out materials	$42,250.00
HR Resources	$18,000.00

Monitoring of Project and Write Project Report

Use the information in the case study to write a Project Progress Report to the project team, using the template following. (Template also available as a separate document in soft copy on request)

This page intentionally blank

Project Report
Report To:	*General Manager*
Report By:	*Manager*
Monitoring of Project Deliverables
Monthly Deliverable Target List the number of vehicles to be completed in the first month according to your Resource Plan from Activity 2.		*5 vehicles*
Actual Monthly Deliverables Achieved		Five (5)
Outcome/ Assessment of Monthly Target Assess if the actual completed vehicles are on-track, behind or ahead according to your resource Plan from Activity 2.		*5 vehicles are completed in a month but the CFA has to make 95 vehicles in the upcoming 11 months (*Pierre, 2014).
Monitoring of Project Budget
Monthly Budget Amount Outline the first month budget, according to your Resource Plan (budget) from Activity 2.		*$40,000*
Actual Project Spend		*$310,250*
Outcome/ Assessment of Monthly Budget Assess if the actual project costs are on-track, Under budget or over budget according to your resource Plan (budget) from Activity 2.		*The budget has gone further than it was planned. Now the CFA company has to adjust their budget to make the remaining vehicles (*Pierre, 2014).
Recommendations
Suggested Recommendations List a minimum of two (2) improvements to work practices for the efficient use of resources		*The workers should use the given resources efficiently to maintain the budget of the project.*
		*The management must review the usage of resources at every time so that they have information that how much resource is remaining (*Pierre, 2014).

**** END OF ASSESSMENT TASK 2 ****

What do I need to hand in for this task?	Have I completed this?
Activity 1: Completed Resource Bid Information	o
Activity 2: Completed Resource Plan	o
Activity 3: Completed Project Report	o

ASSESSMENT TASK COVER SHEET – ASSESSMENT TASK 3

Student: Please fill out your details and date of submission and complete the declaration. Keep a copy of your submission.

Student Name
Student ID
Date of submission
Course / Qualification	BSB50120 Diploma of Business (Business Operations)
Unit(s)	BSBOPS501 Manage business resources

Student declaration

I <Insert your name>__________________________________________declare that this is my own work and:

□ None of this work has been completed by any other person.

□ I have not cheated or plagiarised the work or colluded with any other student/s.

□ I have correctly referenced all resources and reference texts throughout these assessment tasks.

□ I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student Signature: ___________________________________________________________________________________________

Assessor to complete
Assessment requirements	Satisfactory/ Not satisfactory	Attempt (pls circle)
Activity 1: Develop a Second Resource Plan		1 2 3
Activity 2: Develop a Written Project Report		1 2 3
Overall Outcome for Assessment Task 3:

ASSESSOR FEEDBACK – Detail any gaps identified and any reassessment requirements

(if more space is required, continue on reverse of this page)

____________________________________________________________________________________________________________

Assessor Signature: ………………………………………………………………………………………Date: ………………./…………………/…………….

Assessor Name: ______________________________________________________________________________________________

*Authenticity Check*
Student Name:
Student ID:
Unit of Competency: BSBOPS501 Manage business resources
*Assessor Use Only*
I confirm that I have checked this completed student assessment item and confirm (Assessor must tick one of the following): ¨ I have checked the authenticity of this work and am unable to detect any form of plagiarism, collusion or cheating and believe the contents of the submission is the students own work. ¨ I have checked the authenticity of this work and have identified potential instances of plagiarism, collusion or cheating. A detailed file note is attached to this completed assessment item, detailing the issues of concern, which will be submitted to the Director of Studies for further investigations and action. The student has been marked Not Yet Satisfactory in this assessment.
Assessor Signature:		Date checked:

Assessment Task 3: CASE STUDY– CFA (Part 2)

Task summary:

This assessment task is in two (2) activities.

Activity 1: You are required to develop a second Resource Plan
Activity 2: You are required to develop a written Project Report

You will have three (3) hours to complete this assessment, which may be undertaken in more than one session.

Resources and equipment required to complete this assessment

Student Leaner Guide for this Unit
Computer
Access to the Internet

Note: Clinton Institute provides students with access to a computer and internet

When and where do I complete this task?

This task is to be completed in the classroom. Your assessor will advise on the date(s) and time(s) of the assessment.

What do I need to submit and do?

What you need to do:	What evidence is required:
Activity 1: Develop a second Resource Plan	Completed Resource Plan
Activity 2: Monitor performance and develop a Project Report	Completed Project Report

Decision Making Rules

You must achieve a satisfactory result for every question and component to achieve a satisfactory result for this assessment activity.

What happens if I get something wrong?

If your assessor sees that you have not completed all parts of this task satisfactorily, the details of resubmission will be advised by your Assessor in writing and discussed with you directly.

Assessment Task 3: Case Study – CFA (Part 2)

Students Instructions:

Case Study Background Information

It’s eight (8) months into the VGT project and the project is ahead of schedule.

The client is very happy with the quality and progress CFA has delivered.

The client has now asked you if CFA would consider providing them with custom canvas awnings, for all one hundred (100) Vehicles. The client is prepared to wait four (4) months before commencing the new project.

You have discussed the potential opportunity with the CEO who is keen to keep the client happy and continue to build a professional rapport with the client for further tenders.

Project Objectives Communicated by the Client

· Design custom canvas awning/ room for accommodation vehicles

· Erectable awning room must feature walls, ventilation and a waterproof ceiling: 2.5m x 2.5m

You hold a meeting to consult with stakeholders/ project team to determine the nature and level of resources required to achieve the project objectives.

During the meeting, the nature and level of resources required was determined as followed:

· It has been identified that CFA already has a canvas awning erectable room in its current product range with meets the clients’ objectives

· As the current project is running ahead of schedule, it has been suggested that CFA retains one of the contractor beyond the twelve (12) months and extends they contract by one (1) month, to put the awning together.

· The awning canvas is currently supplied by an overseas supplier, and delivered to CFA fully machined. Once delivered to CFA, all that needs to be done, is band the awning canvas, and construct the awning poles by cutting the material to size and fitting fastening, joins and stops.

· This awning is currently listed for RRP of $539.00 plus GST of with a profit margin of 50%

Additional Recourse Plan information:

· Document ID: VGT/1235B

· Document Owner: CFA Operations Manager

· Date of Issue: Date created/ completed

· File Name: Resource Plan VGT/1235B

· Once completed the document will need to be approved by the project team: CEO (Project Sponsor), Assembly & Fit-out Manager (Procurement Manager) & Operations Manager (Project Manager)

Note: To assist you in completion of this assessment task you may like to access the following:

ISO Standards: https://www.iso.org/management-system-standards.html
WHS Act 2011: https://www.legislation.gov.au/Details/C2018C00293
WHS Regulations: https://www.legislation.gov.au/Details/F2011L02664
Fair Work Act 2009: https://www.legislation.gov.au/Details/C2017C00323
Fair Work Regulations 2009: https://www.legislation.gov.au/Details/F2017C00559

Activity 1

Develop a Second Resource Plan

Further Case Study Background Information

The client has agreed to the price of $539.00 plus GST for each unit. Total contract value of $59,290 inclusive of GST, to be delivery one (1) month post completion of the other contract.

Use the information in this Case Study, to develop a Resource Plan using the template following. (Template also available as a separate document in soft copy on request)

RESOURCE PLAN #2

Version: 1.0

Document Control

Document Information

Document ID	VGT/1235B
Document Owner	CFA Operations Manager
Issue Date	01-03-2022
Last Saved Date	05-02-2022
File Name	Resource Plan VGT/1235B

Document History

Version	Issue Date	Changes
1.0	01-03-2022	Changes made in Title pages

Document Approval

Project Team Role	Name	Signature	Date
Sponsor of Overall Project	John	John	01-03-2022
Project Grouping reviewed	Michael	Michael	01-03-2022
Project Office Manager	Henry	Henry	01-03-2022

Resources Allocated

Insert the information on the resources that will be required to deliver the project.

Resource	Acquisition and Allocation of Resources
Project Team	Following members included in the Project – 1. Team Members of project 2. Staff Members of the organization. 3. Suppliers and Providers. 4. Board Members 5. CEO 6. Operations Manager
Project Staff	Operations Manager and Operations Associate
Customer Support	Customer support is providing to all the customers of the organization and customer handling team.
Facilities	Facilities provide to staff members and the clients is to getting ready the vehicle which is used by the Victorian government in the project of emergency and there are facilities included accommodation facilities.
Equipment	Equipment used here is Vehicle in the project.
Software Tools Must include a system for monitoring resource usage	Software tools included in the project such as antivirus software which keep all the data safe, accommodation software which will be provided in vehicles, so that clients can use all the facilities, canvas can be used.
Other	Others include the awning canvas currently supplied by an overseas supplier

Project Timeline

Identify project activities to be undertaken over the project period of one (1) months, ensuring 100 awnings are completed in that period.

Project Activity Description	Project Duration in Weeks
Project Activity Description	1	2	3	4
Identified that CFA already has a canvas awning erectable room		This week
The awning canvas is currently supplied by an overseas supplier			This week

Risk Management

Identify project risks, rate the risk and establish risk management mitigation strategy. List a minimum of five (5) project risks

Likelihood	Consequence
			Minor	Moderate	Significant	Major	Catastrophic
			1	2	3	4	5
	Rare	1	1	2	3	4	5
	Unlikely	2	1	4	6	8	10
	Moderate	3	1	6	9	12	15
	Likely	4	1	8	12	16	20
	Almost Certain	5	1	10	15	20	25

#	Identified Potential Risk Identify potential risk below	Likelihood (1-5)	Consequence (1-5)	Risk Rating (1-25)	Strategy to Treat Potential Risk Identify a strategy to eliminate or mitigate potential risk
1	Objectives not achieved	2	3	6	Communication must be proper to achieve objectives (Kerzner, et al., 2019).
2	Cost decided has been increased	3	4	12	Allocation of resources done properly so that there is proper utilization of resources
3	room for accommodation vehicles is not created and achieved	4	4	20	Allocation done properly.
4	Employees not understand the objectives which achieved properly	3	4	12	Provide training to employees so that performance of employees achieved (Kerzner, et al., 2019).

Contingency Plans

Develop contingency plans for each of the following potential project issues.

Contingency Scenario	Outline Contingency Plan
Contract staff are not prepared to extend their contract for the required additional month	The contingency plan prepared here is that expenses are recorded separately for the risks identified in the organization and ensure that all the risks are recorded and the amount that is kept in the contingency plan is only 10% of the profit.
Overseas supplier fails to deliver materials on time and hold up project production/ scheduled timeframes	If the overseas suppliers fail to provide materials on time, then have the contact with another supplier who can provide materials at the same cost whether its of low quality or the same quality but the materials must be accessed on time.

Costs and Budget

Develop project budget estimates for each of the following project expense areas:

Project Budget
Project Expenses	Expense Value
Awning materials	$15,000
HR Resources	$10,000
50% Profit Margin on Project	$5,000
GST	$1,000
Total Project Budget	$31,000

Activity 2

Monitoring of Project and Write Project Report

Further Case Study Information

The Resource Plan you developed in Activity 1, has been approved by required stakeholders.

You immediately implement the Resource Plan and related processes as required to ensure the project commencing is efficient and well organised.

You ordered and paid for all the required materials for the awning construction from the overseas supplier to ensure there were no hold ups.

One (1) of the skilled contract staff were retained for an agreed additional month.

Awning materials were delivered and ready for assembly.

*******************

Project Commencement

One (1) of the skilled contract staff were retained for an agreed additional month.

Its 10.00am on Monday morning and the skilled contractor has not turned up for work as yet.

Friday – Week One (1)

The contractor who agreed to extend his contract has not turned up to work all week, with no communication or explanation. You have attempted to contact he on numerous occasions, but his phone just rings out and your messages are not being returned. In fear of his welfare you contact the emergency contract details on his employment form. Both number provided are disconnected.

Assembly & Fit-out (A&FO) staff	Awnings Completed in the first (1^st) Week
Contractor A&FO #1	0

Current Project Spend

Materials Purchased	$20,283.34
HR Resources	$0

Monitoring of Project and Write Project Report

Use the information in the case study to write a Project Progress Report, to the project team, using the template following. (Template also available as a separate document in soft copy on request)

Project Report #2
Report To:	CEO
Report By:	Operations Manager
Monitoring of Project Deliverables
Weekly Deliverable Target List the number of awnings to be completed in the first week according to your Resource Plan from Activity 1.		Number of awnings to be completed in the first week are such as – 1. First is accommodation must be given in the vehicles. 2. Awning Campus must be established (Hussein, et al., 2018). 3. Skilled contract staff must be hired for the additional report of the organization.
Actual Weekly Deliverables Achieved		Zero (0)
Outcome/ Assessment of Weekly Target Assess if the actual completed awnings are on-track, behind or ahead according to your resource Plan from Activity 1.		Outcome of the weekly target is that objectives are achieved in the organization, and Awning materials were delivered and ready for assembly, and it ensure that all the materials are used properly and communicated effectively and efficiently (Hussein, et al., 2018).
Monitoring of Project Budget
Weekly Budget Amount Outline the first week’s budget, according to your Resource Plan (budget) from Activity 1.		Monitoring of Project Budget is around $50,0000, and the first week budget is approximately that is $5,000 and it will be different in different weeks.
Actual Project Spend		Actual Project Spend is $55,000.
Outcome/ Assessment of Weekly Budget Assess if the actual project costs are on-track, Under budget or over budget according to your resource Plan (budget) from Activity 1.		Outcome of weekly budget is that it has been achieved and it achieve by ensuring that targets are achieved, and there was not much extending of resources.
Recommendations
Suggested Recommendations List a minimum of two (2) improvements to work practices for the efficient use of resources		Recommendations include – 1. Contract must be signed with the staff members to ensure that project is delivered on time for the additional month.
		2. required materials for the awning construction from the overseas supplier to ensure there were no hold ups.

****END OF ASSESSMENT TASK 3****

What do I need to hand in for this task?	Have I completed this?
Activity 1: Second CFA Resource Plan	o
Activity 2: Written Project Report	o

ASSESSMENT TASK COVER SHEET – ASSESSMENT TASK 4

Student: Please fill out your details and date of submission and complete the declaration. Keep a copy of your submission.

Student Name
Student ID
Date of submission
Course / Qualification	BSB50120 Diploma of Business (Business Operations)
Unit(s)	BSBOPS501 Manage business resources

Student declaration

I <Insert your name>__________________________________________declare that this is my own work and:

□ None of this work has been completed by any other person.

□ I have not cheated or plagiarised the work or colluded with any other student/s.

□ I have correctly referenced all resources and reference texts throughout these assessment tasks.

□ I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student Signature: ___________________________________________________________________________________________

Assessor to complete
Assessment requirements	Satisfactory/ Not satisfactory	Attempt (pls circle)
Activity 1: Develop a Resource Plan		1 2 3
Activity 2: Develop a Written Project Report		1 2 3
Overall Outcome for Assessment Task 4:

ASSESSOR FEEDBACK – Detail any gaps identified and any reassessment requirements

(if more space is required, continue on reverse of this page)

____________________________________________________________________________________________________________

Assessor Signature: ………………………………………………………………………………………Date: ………………./…………………/…………….

Assessor Name: ______________________________________________________________________________________________

*Authenticity Check*
Student Name:
Student ID:
Unit of Competency: BSBOPS501 Manage business resources
*Assessor Use Only*
I confirm that I have checked this completed student assessment item and confirm (Assessor must tick one of the following): ¨ I have checked the authenticity of this work and am unable to detect any form of plagiarism, collusion or cheating and believe the contents of the submission is the students own work. ¨ I have checked the authenticity of this work and have identified potential instances of plagiarism, collusion or cheating. A detailed file note is attached to this completed assessment item, detailing the issues of concern, which will be submitted to the Director of Studies for further investigations and action. The student has been marked Not Yet Satisfactory in this assessment.
Assessor Signature:		Date checked:

Assessment Task 4: CASE STUDY– Coffee Bar

Task summary:

This assessment task is in two (2) activities.

Activity 1: You are required to develop a Resource Plan
Activity 2: You are required to monitor performance and write a Project Report

You will have three (3) hours to complete this assessment, which may be undertaken in more than one session

Resources and equipment required to complete this assessment

Student Leaner Guide for this Unit
Computer
Access to the Internet

Note: Clinton Institute provides students with access to a computer and internet

When and where do I complete this task?

This task is to be completed in the classroom. Your assessor will advise on the date(s) and time(s) of the assessment.

What do I need to submit and do?

What you need to do:	What evidence is required:
Activity 1: You are required to develop a Resource Plan	Completed Resource Plan
Activity 2: You are required to monitor performance and write a Project Report	Completed Written Project Report

Decision Making Rules

You must achieve a satisfactory result for every question and component to achieve a satisfactory result for this assessment activity.

What happens if I get something wrong?

If your assessor sees that you have not completed all parts of this task satisfactorily, the details of resubmission will be advised by your Assessor in writing and discussed with you directly.

Assessment Task 4: Case Study – Coffee Bar

Students Instructions:

Case Study Background Information

A friend of yours, Dean, who owns the local bakery, has decided to set up a mobile coffee bar (MCB), over the Christmas, New Year period (all of December and January) at the local pier, to capitalise on the large number of tourist in the area that visit and flock to the pier during this period with no other current amenities in this area or competition. Dean has done his research and already got is permit and mobile coffee bar ready to go. To date Dean has spent a total of $13,143.00

However; with only one (1) month before the scheduled start date on 1^st December, Dean has found himself with no spare time to develop a Resource Plan, due to his current commitment in the Bakery.

Being an awesome friend, you offer to assist him in the development, implementation and review of his required Resource Plan.

You discuss with Dean the nature and level of resources required to achieve the business objectives and determined you will need the following resources:

· Minimum of three (3) barristers to work various shift over the two (2) month period

· Minimum of three (3) serving staff to work various shift over the two (2) month period

· Two (2) staff for each shift

· Operation hours will be 10:00am – 6pm, seven (7) days a week

· Point of sale (POS) system

· Coffee Beans

· Sugar Sachets

· Disposable Coffee Cups and Lids

· Cupboard Cup Holders

The mobile coffee bar already has a fully equipped coffee machine and refrigerator. It’s on wheels and easily moved short distances to set up.

The local surf club has offered to store the mobile coffee bar overnight in their secure facility, as well as store extra stock, if he needs it, which is next to the pier or free, which is great, but you will need to include an additional 30 minutes set up and 30 mins pack up time to each day.

Dean is confident the coffee bar will sell around 500 coffees a day, at a price point of $4.00 for a regular and $5.00 for a large.

Over the sixty-one (61) project duration, and an average cost of $4.50 per coffee, Deans projected project gross cash flow is $137,250.00

If the projected budget is reached, Dean plans on making a donation of $10,000.00 to the surf club to show is appreciation, support and thanks to the community.

Additional Recourse Plan information:

· Document ID: MCB- RP

· Document Owner: Dean

· Date of Issue: Date created/ completed

· File Name: MCB Resource Plan V1.0

· Once completed the document will need to be approved by the project sponsor: Dean Jones

Note: To assist you in completion of this assessment task you may like to access the following legislation and resources:

WHS Act 2011: https://www.legislation.gov.au/Details/C2018C00293
WHS Regulations: https://www.legislation.gov.au/Details/F2011L02664
Fair Work Act 2009: https://www.legislation.gov.au/Details/C2017C00323
Fair Work Regulations 2009: https://www.legislation.gov.au/Details/F2017C00559
Hospitality Award: http://awardviewer.fwo.gov.au/award/show/MA000009

Activity 1

Develop a MCB Resource Plan

Use the information in this Case Study, to develop a Resource Plan using the template following. (Template also available as a separate document in soft copy on request)

MOBILE

Coffee Bar

RESOURCE PLAN -coffee bar

Version: <Version Number>

Document Control

Document Information

Document ID	MCB- RP
Document Owner	Dean
Issue Date	06-03-2022
Last Saved Date	10-03-2022
File Name	MCB Resource Plan V1.0

Document History

Version	Issue Date	Changes
1.0	01-03-2022	Creating the Resource Plan

Document Approval

Project Sponsor

Name

Signature

Date

Dean

10-03-2022

Resources Allocated

Insert the information on the resources that will be required to deliver the project.

Resource	Acquisition and Allocation of Resources
Project Team	Project Team is Dean who is the owner of the business who has started the business of Coffee Bar.
Project Staff	Project Staff is all the local staff members of the Coffee Bar.
Customer Support	Customer Support is provided to all the staff members to ensure that there is high customer satisfaction and there is Customer support team who is there to help to all the customers.
Facilities	Facilities are provided to customers that the products are provided must be of good quality. Using the full equipped machine and refrigerator which is easy for all the staff members.
Equipment	Equipment used here is refrigerator and coffee machine (Borkovskaya, et al., 2018).
Inventory/ disposable serving items	Inventory disposable serving items will be used in the coffee bar to serve customers.
Software Tools Must include a system for monitoring resource usage	Software tools that are used in the coffee bar is Microsoft 365 in which all the data of customers are recorded and served.
Other	Others included in the resource allocation is staff members for different positions will be hired (Borkovskaya, et al., 2018).

Project Timeline

Identify project activities to be undertaken over the project period of eight (8) weeks, and five (5) days

Project Activity Description	Project Duration in Weeks
Project Activity Description	Prior to Project commencement	1	2	3	4	5	6
Buying all the coffee machine and equipment		Completed
Hiring staff members for working in the Coffee Bar.				Completed
Arranging for inventory disposable items					Completed

Risk Management

Identify project risks, rate the risk and establish risk management mitigation strategy. List a minimum of five (5) project risks

Likelihood	Consequence
			Minor	Moderate	Significant	Major	Catastrophic
			1	2	3	4	5
	Rare	1	1	2	3	4	5
	Unlikely	2	1	4	6	8	10
	Moderate	3	1	6	9	12	15
	Likely	4	1	8	12	16	20
	Almost Certain	5	1	10	15	20	25

#	Identified Potential Risk Identify potential risk below	Likelihood (1-5)	Consequence (1-5)	Risk Rating (1-25)	Strategy to Treat Potential Risk Identify a strategy to eliminate or mitigate potential risk
1	Coffee machine breaks down	3	2	6	Have another coffee machine which can be used for further purpose.
2	Increase the staff turnover	3	3	9	Hire staff according to their quality and past experiences.
3	Staff Not able to connect with customers who are visiting the coffee bar.	4	4	16	Provide training to all the staff members so that they know how to connect with customers (Langholf, et al., 2021).
4	Milk supplier fails to deliver daily milk supply.	2	4	8	Contact with another milk supplier who provide the right amount of milk to all the clients and customers.
5	Contract staff do not turn up for work or are late to set up	2	5	10	Hire another staff on the basis of contract so that their performance can be improved (Langholf, et al., 2021).

Contingency Plans

Develop contingency plans for each of the following potential project issues.

Contingency Scenario	Outline Contingency Plan
Contract staff do not turn up for work or are late to set up	Other staff members must be hired on the basis of contract who will turned up and then more amount will be offered to them.
Milk supplier fails to deliver daily milk supply.	Try to contact with other milk supplier who can supply milk on delivery.
Coffee machine / equipment breaks down	Contingency is that if the coffee machine breaks down or even the equipment is break down then make sure to have the another coffee machine or buy the second hand coffee machine which can be used.

Costs and Budget

Conduct research on the internet to source resource you will need and develop associated project budget estimates for each of the following project expense areas:

Note: 1kgs of coffee will make approx. 130 coffees

Project Budget
Project Expenses	Expense Value
Point of Sale (POS) System	$50,000
Coffee Beans	$5,000
Sugar Sachets	$5,000
Disposable coffee cups and lids	$5,000
Cardboard cup holders	$10,000
HR Resources (Baristas)	$5,000
HR Resources (Servers)	$5,000
Surf Club Donation	$5,000
Total Project Budget	$90,000

Activity 2

Monitoring of Project and Write Project Report

Further Case Study Information

The Resource Plan you developed in Activity 1, has been approved by Dean Jones.

You immediately implement the Resource Plan and related processes as required to ensure your friend project runs to schedule, efficient and well organised .

You ordered and Dean/ Project Sponsor paid for almost all the required inventory for the two (2) month project.

Dean managed to recruit trained staff from his bakery, who already hold their food safety certificates. These six (6) casual staff have been rostered for the entire project period.

*******************

Project Commencement – Day One (1)

Dean has been actively marketing in social media local Facebook group about the coffee bar and promoting it strongly throughout the community and caravan parks.

Business is doing well and the staff are run off their feet. Queue is consistently 3-5 people deep.

Conclusion of Week One (1)

Business is booming and Dean is run off his foot, providing additional support to the MCB staff and delivering extra milk during the day to keep up with demand.

Regular coffees Sold	Regular Coffees Total Revenue	Large Coffees Sold	Large Coffees Total Revenue	Total weekly revenue
2960	$11,840	1080	$5,400.00	$15,750.00

Current Project Spend

MCB and permit	$13,143.00
Point of Sale (POS) System	$850.00
Coffee Beans (31kgs)	$930
Sugar Sachets	$65.00
Disposable coffee cups and lids	$2,670.00
Cardboard cup holders	$32.40
HR Resources (Baristas)	$14,487.50
HR Resources (Servers)	$14,487.50
Total Project Spend to Date	$20,665.40

Monitoring of Project and Write Project Report

Use the information in the case study to write a Project Progress Report, to Dean Jones using the template following. (Template also available as a separate document in soft copy on request)

MOBILE

Project Report

Report To:

CEO

Report By:

Project Manager

Monitoring of Project Deliverables

Weekly Sales Target

List the target number of coffees you were aiming to sell in the first week according to your Resource Plan from Activity 1.

Weekly sales target of the organization is $12,000

Actual Weekly Sales Achieved

List the actual number of coffees sold in the past week.

Actual weekly sales that have been achieved is different from the weekly sales targets is $10,000 – $15,000

Outcome/ Assessment of Weekly Sales Target

Assess if the actual sales are on-track, behind or ahead according to your resource Plan from Activity 1.

Outcome achieved that the performance of weekly sales target is declining because sometimes the performance is improving and sometimes it is declining (Cooper, et al., 2018).

Monitoring of Project Budget

Weekly Budget Amount

Outline the first week’s budget, according to your Resource Plan (budget) from Activity 1.

Weekly budget amount that has been determined is $5,665

Actual Project Spend

Actual Project spend is $6,000.

Outcome/ Assessment of Weekly Budget

Assess if the actual project costs are on-track, Under budget or over budget according to your resource Plan (budget) from Activity 1.

Outcome of the weekly budget is that expenses has been increased but the project is still going on and the customer retention as well as customer satisfaction increased and the profit is also generating (Cooper, et al., 2018).

Recommendations

Suggested Recommendations

List a minimum of two (2) improvements to work practices for the efficient use of resources

Prepare the good contingency plan in the organization where the performance of team members is connecting with clients and customers and training will be given to staff members.

Monitor the performance of team members so that feedback would be given to them.

Future Projections

With all project expenses now paid for the entire project period, excluding coffee beans and HR Resources. Projecting forward – if the MCB maintains this level of sales for the next eight (8) weeks – what will Deans project profit potentially be?

Week 1

Week 2

Week 3

Week 4

Week 5

Week 6

Week 7

Week 8

Revenue

$15,750.00

$12,000

$11,000

$7,000

$15,000

$16,000

$8,000

$7,000

Expenses

$20,665.40

$11,000

$7,000

$15,000

$12,000

$11,000

$10,000

$11,000

Projected Position

$(4,915.40)

($2,000)

($3,000)

($4,000)

($3,000)

($5,000)

($2,000)

($3,000)

****END OF ASSESSMENT TASK 4****

What do I need to hand in for this task?	Have I completed this?
Activity 1: Completed Resource Plan	o
Activity 2: Written Project Report	o

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