Assessor Resource

FDFPPL4006A
Manage a work area within budget

Assessment tool

Version 1.0
Issue Date: May 2024


This unit would typically apply to a team leader function where the team leader is required to reach decisions on resource utilisation within budget constraints.

This unit of competency covers the skills and knowledge required to plan, allocate and monitor work to achieve required outcomes within budget allocations.

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

Employability Skills

This unit contains employability skills.



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.

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Assessment must be carried out in a manner that recognises the cultural and literacy requirements of the assessee and is appropriate to the work performed. Competence in this unit must be achieved in accordance with food safety standards and regulations.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of ability to:

determine resource requirements for work area

establish budget and allocations for work area

monitor performance against budget targets and promptly identify and act on variances to minimise impact

ensure budget is communicated and reported to all appropriate personnel.

Context of and specific resources for assessment

Assessment must occur in a real or simulated workplace where the assessee has access to:

budgets and associated information and communication systems

production area and related functions and resources

relevant Standard Operating Procedures (SOPs)

workplace information recording systems, requirements and procedures.

Method of assessment

This unit should be assessed together with core units and other units of competency relevant to the function or work role. Examples could be:

FDFPPL4003A Schedule and manage production

BSBRES4001A Analyse and present research information.

Guidance information for assessment

To ensure consistency in one's performance, competency should be demonstrated on more than one occasion over a period of time in order to cover a variety of circumstances, cases and responsibilities, and where possible, over a number of assessment activities.

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.

Required skills

Ability to:

identify budgets relevant to the work function and role

identify resource requirements of the production process and match these to availability, to options and constraints (this depends on the nature of budget management,for example, when applied to managing within labour costs, availability includes available numbers and skill levels of operators; options may include use of permanents, overtime and/or casuals, and constraints may include the relative costs associated with each of these options)

secure, confirm and allocate required resources to meet production schedule within budget parameters

monitor resource utilisation to confirm capability to achieve production schedule within existing resource allocation, which may require calculation of yield

interpret budgets to track performance outcomes

identify situations where achievement of required outcomes within budget is not possible

investigate causes of variance and take appropriate action within level of responsibility

identify the impact on budget of production-related decisions, such as structuring rosters and scheduling holidays, adjusting production volume, and scheduling equipment maintenance

identify opportunities to improve performance against budget

communicate information on budget performance to others in the work area, such as providing information on key performance indicators (KPIs)

record and report budget information in the required formats

participate in budget development processes within level of responsibility

use communication skills to interpret and complete work information to support operations of work team or area, and to consult and communicate with relevant personnel

demonstrate and support cooperative work practices within a culturally diverse workforce

Required knowledge

Knowledge of:

the basis on which budgets developed for the work area are constructed, including information supplied to budget planners, and how to read and interpret budget information and apply it to monitoring/reviewing work performance

basic accounting concepts, including fixed and variable costs, rate of return, methods of allocating indirect costs, methods of measuring investment value

accounting models, including the difference between traditional accounting approaches and more recent developments, and accounting implications of value added management, life-cycle costing and triple bottom line

company approach to cost management so that decisions on resource allocation are within both budget allocations and company philosophy/preferred approach

resource requirements to meet production and related costs

process knowledge to identify factors likely to impact on achieving budget

relevant personnel and departments to be consulted/advised of budget information, including information relevant to each group/person and the importance of providing accurate and timely information to each of the stakeholders

options for maximising resource utilisation and minimising costs

recording systems and requirements

process improvement procedures

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Policies and procedures

Work planning and allocation to achieve outcomes within budget is consistent with company policies and procedures, regulatory and licensing requirements, legislative requirements, and industrial awards and agreements and takes account of occupational health and safety (OHS) and environmental impact of scheduling arrangements

Budgets

Budgets may include but are not limited to:

addressing labour costs

materials costs

yield/volume and related efficiency parameters

equipment costs

handling, storage and transport costs

Communication of budget information

Communication of budget information includes:

consulting the work team on budget related issues

providing prompt information on performance against budget

reporting budget information to relevant personnel in the required format

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
Budget requirements and parameters are identified 
Resources are identified, confirmed and allocated to achieve production schedule within budget 
Performance is monitored to identify actual/potential variance to budget 
Variances to budget are identified, investigated and reported according to workplace reporting requirements 
Potential failure to achieve targets within budget are identified and communicated to appropriate personnel in a timely manner 
Action is taken to minimise negative impact of variance 
Budget information is made available to relevant personnel in a timely manner 
Budget information is reported in the appropriate format and timelines according to workplace reporting requirements 
Contributions are made to the development of workplace budgets 

Forms

Assessment Cover Sheet

FDFPPL4006A - Manage a work area within budget
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

FDFPPL4006A - Manage a work area within budget

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: