Assessor Resource

AHCCCF414
Coordinate fundraising activities

Assessment tool

Version 1.0
Issue Date: March 2024


This unit of competency describes the skills and knowledge required to develop fundraising ideas and coordinate fundraising activities.

This unit applies to community program leaders who coordinate fundraising activities for local Landcare community groups or programs. These individuals take responsibility for their own work and provide and communicate solutions to a range of predictable and sometimes unpredictable problems.

No occupational licensing, legislative or certification requirements are known to apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

Element

Performance criteria

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Seek fundraising ideas

1.1 Identify requirements for funds to determine extent of fundraising required

1.2 Identify successful fundraising activities used by this or other groups for further investigation

1.3 Compare potential new fundraising activities to existing methods to determine preferred fundraising activities

1.4 Review, with other leaders, potential fundraising ideas to select preferred fundraising activity

1.5 Consider views of individuals in groups in determining preferred fundraising activities

2. Select and develop ideas

2.1 Estimate costs, required resources and potential net income

2.2 Present selected fundraising activities to group to obtain agreement

2.3 Conduct risk assessment of fund raising activities

2.4 Seek any permissions or permits required for undertaking fund raising activities

2.5 Confirm insurance requirements and coverage for fund raising activity

3. Conduct fund raising

3.1 Seek volunteers to manage or support activities in fundraising program and negotiate duties

3.2 Manage budget for fundraising activities

3.3 Organise volunteers into committees or teams

3.4 Ensure fundraising activities comply with public safety, work health and safety and other requirements

3.5 Supervise fundraising activities to ensure optimum return with available resources and to present a positive image of the group

3.6 Ensure security of money collected

3.7 Check activity sites to ensure they are tidy

3.8 Record results from fundraising activities

4. Review results

4.1 Calculate the results of the fundraising

4.2 Evaluate the fundraising activity

4.3 Coordinate discussion on relative value of fundraising activities and potential suitability for future

4.4 Report results and evaluation to management committee with recommendations or lessons for future activities

The candidate must be assessed on their ability to integrate and apply the performance requirements of this unit in a workplace setting. Performance must be demonstrated consistently over time and in a suitable range of contexts.

The candidate must provide evidence that they can:

coordinate fundraising activities according to enterprise and legal requirements

develop fundraising ideas that are appropriate to the group or program goals and values

present ideas for fundraising at meetings according to meeting protocols

approach and enlist support of volunteers

coordinate committees or teams and the sites and resources required for fundraising

coordinate activities and manage risks

evaluate past and current fundraising activities

report outcomes according to group requirements

manage finances including preparing budgets, handling money and recording incoming and outgoing funds

The candidate must demonstrate knowledge of:

scope of acceptable activities within various cultures/groups in the community

basic cash handling procedures

insurance relating to fund-raising activities

basic financial statements

public safety requirements and legislation

relevant local government by-laws

permits required for some fundraising activities

Assessors must satisfy current standards for RTOs.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Element

Performance criteria

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Seek fundraising ideas

1.1 Identify requirements for funds to determine extent of fundraising required

1.2 Identify successful fundraising activities used by this or other groups for further investigation

1.3 Compare potential new fundraising activities to existing methods to determine preferred fundraising activities

1.4 Review, with other leaders, potential fundraising ideas to select preferred fundraising activity

1.5 Consider views of individuals in groups in determining preferred fundraising activities

2. Select and develop ideas

2.1 Estimate costs, required resources and potential net income

2.2 Present selected fundraising activities to group to obtain agreement

2.3 Conduct risk assessment of fund raising activities

2.4 Seek any permissions or permits required for undertaking fund raising activities

2.5 Confirm insurance requirements and coverage for fund raising activity

3. Conduct fund raising

3.1 Seek volunteers to manage or support activities in fundraising program and negotiate duties

3.2 Manage budget for fundraising activities

3.3 Organise volunteers into committees or teams

3.4 Ensure fundraising activities comply with public safety, work health and safety and other requirements

3.5 Supervise fundraising activities to ensure optimum return with available resources and to present a positive image of the group

3.6 Ensure security of money collected

3.7 Check activity sites to ensure they are tidy

3.8 Record results from fundraising activities

4. Review results

4.1 Calculate the results of the fundraising

4.2 Evaluate the fundraising activity

4.3 Coordinate discussion on relative value of fundraising activities and potential suitability for future

4.4 Report results and evaluation to management committee with recommendations or lessons for future activities

The candidate must be assessed on their ability to integrate and apply the performance requirements of this unit in a workplace setting. Performance must be demonstrated consistently over time and in a suitable range of contexts.

The candidate must provide evidence that they can:

coordinate fundraising activities according to enterprise and legal requirements

develop fundraising ideas that are appropriate to the group or program goals and values

present ideas for fundraising at meetings according to meeting protocols

approach and enlist support of volunteers

coordinate committees or teams and the sites and resources required for fundraising

coordinate activities and manage risks

evaluate past and current fundraising activities

report outcomes according to group requirements

manage finances including preparing budgets, handling money and recording incoming and outgoing funds

The candidate must demonstrate knowledge of:

scope of acceptable activities within various cultures/groups in the community

basic cash handling procedures

insurance relating to fund-raising activities

basic financial statements

public safety requirements and legislation

relevant local government by-laws

permits required for some fundraising activities

Assessors must satisfy current standards for RTOs.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Identify requirements for funds to determine extent of fundraising required 
Identify successful fundraising activities used by this or other groups for further investigation 
Compare potential new fundraising activities to existing methods to determine preferred fundraising activities 
Review, with other leaders, potential fundraising ideas to select preferred fundraising activity 
Consider views of individuals in groups in determining preferred fundraising activities 
Estimate costs, required resources and potential net income 
Present selected fundraising activities to group to obtain agreement 
Conduct risk assessment of fund raising activities 
Seek any permissions or permits required for undertaking fund raising activities 
Confirm insurance requirements and coverage for fund raising activity 
Seek volunteers to manage or support activities in fundraising program and negotiate duties 
Manage budget for fundraising activities 
Organise volunteers into committees or teams 
Ensure fundraising activities comply with public safety, work health and safety and other requirements 
Supervise fundraising activities to ensure optimum return with available resources and to present a positive image of the group 
Ensure security of money collected 
Check activity sites to ensure they are tidy 
Record results from fundraising activities 
Calculate the results of the fundraising 
Evaluate the fundraising activity 
Coordinate discussion on relative value of fundraising activities and potential suitability for future 
Report results and evaluation to management committee with recommendations or lessons for future activities 

Forms

Assessment Cover Sheet

AHCCCF414 - Coordinate fundraising activities
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

AHCCCF414 - Coordinate fundraising activities

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: