Assessor Resource

BSBATSIW515
Secure funding

Assessment tool

Version 1.0
Issue Date: March 2024


This unit describes the skills and knowledge required to locate funding sources, make submissions and lobby to maximise the organisation’s chances of securing funds for its activities.

It applies to individuals responsible for monitoring and guiding the activities of the organisation and securing funding for it to be able to undertake these activities.

No licensing, legislative or certification requirements 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 Identify and contact funding bodies

1.1 Identify and investigate mainstream and Aboriginal and Torres Strait Islander funding sources

1.2 Gather information about potential funding bodies’ priorities, key areas and expected outcomes

1.3 Clearly explain organisational funding requirements to potential funding bodies

2 Prepare case for funding

2.1 Form team to oversee funding submission

2.2 Delegate tasks to staff if appropriate

2.3 Determine if consultant services should be engaged to provide technical assistance preparing case for funding

2.4 Ensure a proposal is prepared that meets funding body’s objectives, criteria and submission requirements

2.5 Ensure all existing financial obligations with respect to the funding body are up-to-date

3 Promote case for funding

3.1 Use networks to lobby funding body where appropriate

3.2 Seek representation with funding body if necessary

3.3 Advise key people of progress and outcome of submission

4 Appeal if necessary

4.1 Identify relevant appeal authorities and procedures for funding bodies

4.2 Determine whether an appeal should be made if funding submission is unsuccessful

4.3 Use the appeal system if required


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 Identify and contact funding bodies

1.1 Identify and investigate mainstream and Aboriginal and Torres Strait Islander funding sources

1.2 Gather information about potential funding bodies’ priorities, key areas and expected outcomes

1.3 Clearly explain organisational funding requirements to potential funding bodies

2 Prepare case for funding

2.1 Form team to oversee funding submission

2.2 Delegate tasks to staff if appropriate

2.3 Determine if consultant services should be engaged to provide technical assistance preparing case for funding

2.4 Ensure a proposal is prepared that meets funding body’s objectives, criteria and submission requirements

2.5 Ensure all existing financial obligations with respect to the funding body are up-to-date

3 Promote case for funding

3.1 Use networks to lobby funding body where appropriate

3.2 Seek representation with funding body if necessary

3.3 Advise key people of progress and outcome of submission

4 Appeal if necessary

4.1 Identify relevant appeal authorities and procedures for funding bodies

4.2 Determine whether an appeal should be made if funding submission is unsuccessful

4.3 Use the appeal system if required

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 and investigate mainstream and Aboriginal and Torres Strait Islander funding sources 
Gather information about potential funding bodies’ priorities, key areas and expected outcomes 
Clearly explain organisational funding requirements to potential funding bodies 
Form team to oversee funding submission 
Delegate tasks to staff if appropriate 
Determine if consultant services should be engaged to provide technical assistance preparing case for funding 
Ensure a proposal is prepared that meets funding body’s objectives, criteria and submission requirements 
Ensure all existing financial obligations with respect to the funding body are up-to-date 
Use networks to lobby funding body where appropriate 
Seek representation with funding body if necessary 
Advise key people of progress and outcome of submission 
Identify relevant appeal authorities and procedures for funding bodies 
Determine whether an appeal should be made if funding submission is unsuccessful 
Use the appeal system if required 

Forms

Assessment Cover Sheet

BSBATSIW515 - Secure funding
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

BSBATSIW515 - Secure funding

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: