Assessor Resource

CUAIND402
Provide freelance services

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills and knowledge required to work as an independent operator within the creative arts industry.

It applies to individuals who use a high level of self-motivation and discipline, and an entrepreneurial attitude when pursuing work opportunities. They are engaged for specific projects and are responsible for promoting themselves to potential clients, negotiating their own contracts and managing their business affairs.

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. Promote self to potential clients

1.1 Establish, follow up and regularly maintain industry contacts

1.2 Participate in and maintain relevant industry, employer and other networks

1.3 Identify and implement strategies to enhance a professional reputation

1.4 Produce material about the services provided and promote across a range of media outlets and platforms

2. Negotiate work arrangements

2.1 Establish clear project outcomes with client and agree on fees, schedules and expenses

2.2 Confirm contracts or agreements contain payment terms and conditions that provide a viable cash flow

2.3 Confirm contracts or agreements include obligations of all parties and include a process for varying terms and conditions

2.4 Seek specialist advice to review contracts or agreements before signing, if appropriate

2.5 Store signed contracts or agreements securely for future reference

2.6 Adapt to client work demands without compromising ethics or reputation

2.7 Negotiate contract or agreement variations as required

3. Manage financial and business aspects of service

3.1 Set up and use effective systems for managing budgets, finance, taxation and project documents, seeking expert advice and support where necessary

3.2 Set a realistic fee structure for services provided

3.3 Plan and maintain a viable work schedule and cash flow outlined in a business plan

3.4 Send invoices in line with payment terms and conditions and promptly follow up any non-payments

3.5 Keep accurate and up-to-date financial accounts and records

3.6 Submit all taxation documents, using an accountant if necessary

3.7 Comply with business regulations, taxation and insurance requirements

4. Undertake strategic planning

4.1 Implement strategies to identify work opportunities and risks

4.2 Identify and act on opportunities to expand the client base, either alone or in partnership with others

4.3 Seek constructive feedback about work performance from clients and other relevant people to improve work practices

4.4 Identify opportunities for ongoing professional development and ensure skills and knowledge keep pace with industry developments

4.5 Regularly review and set realistic work objectives measured against quality of life, artistic and commercial goals

4.6 Identify risk factors and take action to minimise when planning work activities

Evidence of the ability to:

participate in industry networks and develop a dynamic list of industry contacts

prepare resume and self-promotional materials and circulate using a variety of media outlets and platforms

prepare a business plan that identifies a fee structure and work schedule to maintain a viable cash flow

negotiate service contracts or agreements

develop and maintain an effective financial and document records system

develop and revise a strategic plan that identifies business opportunities and risks

seek constructive feedback to identify professional development needs and opportunities

review work objectives measured against quality of life, artistic and commercial goals.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

identify industry network opportunities for freelance services in screen and media industries

identify professional expertise and services available to advise and support freelance services

identify media outlets and platforms that may be relevant for promotional purposes

identify sources of information about regulatory, taxation, insurance and other business requirements in relation to offering freelance services.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in creative arts industry environments. The assessment environment must include access to:

relevant personnel

access to information on legislation and codes of practice for freelancer services in the screen and media industries.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational educational and training legislation, frameworks and/or standards.


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. Promote self to potential clients

1.1 Establish, follow up and regularly maintain industry contacts

1.2 Participate in and maintain relevant industry, employer and other networks

1.3 Identify and implement strategies to enhance a professional reputation

1.4 Produce material about the services provided and promote across a range of media outlets and platforms

2. Negotiate work arrangements

2.1 Establish clear project outcomes with client and agree on fees, schedules and expenses

2.2 Confirm contracts or agreements contain payment terms and conditions that provide a viable cash flow

2.3 Confirm contracts or agreements include obligations of all parties and include a process for varying terms and conditions

2.4 Seek specialist advice to review contracts or agreements before signing, if appropriate

2.5 Store signed contracts or agreements securely for future reference

2.6 Adapt to client work demands without compromising ethics or reputation

2.7 Negotiate contract or agreement variations as required

3. Manage financial and business aspects of service

3.1 Set up and use effective systems for managing budgets, finance, taxation and project documents, seeking expert advice and support where necessary

3.2 Set a realistic fee structure for services provided

3.3 Plan and maintain a viable work schedule and cash flow outlined in a business plan

3.4 Send invoices in line with payment terms and conditions and promptly follow up any non-payments

3.5 Keep accurate and up-to-date financial accounts and records

3.6 Submit all taxation documents, using an accountant if necessary

3.7 Comply with business regulations, taxation and insurance requirements

4. Undertake strategic planning

4.1 Implement strategies to identify work opportunities and risks

4.2 Identify and act on opportunities to expand the client base, either alone or in partnership with others

4.3 Seek constructive feedback about work performance from clients and other relevant people to improve work practices

4.4 Identify opportunities for ongoing professional development and ensure skills and knowledge keep pace with industry developments

4.5 Regularly review and set realistic work objectives measured against quality of life, artistic and commercial goals

4.6 Identify risk factors and take action to minimise when planning work activities

Evidence of the ability to:

participate in industry networks and develop a dynamic list of industry contacts

prepare resume and self-promotional materials and circulate using a variety of media outlets and platforms

prepare a business plan that identifies a fee structure and work schedule to maintain a viable cash flow

negotiate service contracts or agreements

develop and maintain an effective financial and document records system

develop and revise a strategic plan that identifies business opportunities and risks

seek constructive feedback to identify professional development needs and opportunities

review work objectives measured against quality of life, artistic and commercial goals.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

identify industry network opportunities for freelance services in screen and media industries

identify professional expertise and services available to advise and support freelance services

identify media outlets and platforms that may be relevant for promotional purposes

identify sources of information about regulatory, taxation, insurance and other business requirements in relation to offering freelance services.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in creative arts industry environments. The assessment environment must include access to:

relevant personnel

access to information on legislation and codes of practice for freelancer services in the screen and media industries.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational educational and training legislation, frameworks and/or standards.

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
Establish, follow up and regularly maintain industry contacts 
Participate in and maintain relevant industry, employer and other networks 
Identify and implement strategies to enhance a professional reputation 
Produce material about the services provided and promote across a range of media outlets and platforms 
Establish clear project outcomes with client and agree on fees, schedules and expenses 
Confirm contracts or agreements contain payment terms and conditions that provide a viable cash flow 
Confirm contracts or agreements include obligations of all parties and include a process for varying terms and conditions 
Seek specialist advice to review contracts or agreements before signing, if appropriate 
Store signed contracts or agreements securely for future reference 
Adapt to client work demands without compromising ethics or reputation 
Negotiate contract or agreement variations as required 
Set up and use effective systems for managing budgets, finance, taxation and project documents, seeking expert advice and support where necessary 
Set a realistic fee structure for services provided 
Plan and maintain a viable work schedule and cash flow outlined in a business plan 
Send invoices in line with payment terms and conditions and promptly follow up any non-payments 
Keep accurate and up-to-date financial accounts and records 
Submit all taxation documents, using an accountant if necessary 
Comply with business regulations, taxation and insurance requirements 
Implement strategies to identify work opportunities and risks 
Identify and act on opportunities to expand the client base, either alone or in partnership with others 
Seek constructive feedback about work performance from clients and other relevant people to improve work practices 
Identify opportunities for ongoing professional development and ensure skills and knowledge keep pace with industry developments 
Regularly review and set realistic work objectives measured against quality of life, artistic and commercial goals 
Identify risk factors and take action to minimise when planning work activities 

Forms

Assessment Cover Sheet

CUAIND402 - Provide freelance services
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

CUAIND402 - Provide freelance services

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: