Assessor Resource

Close simple projects

Assessment tool

Version 1.0
Issue Date: March 2019

Not applicable.

This unit covers project evaluation and reporting for generally low risk projects that may be small scale and managed by one person or a person with a small team. It includes implementing project review activities and finalising projects. Contract management requirements are not included as this aspect is addressed by units of competency within the Competency field of Procurement and Contract Management.

In practice, closing simple projects may overlap with other generalist and specialist work activities such as applying government processes, using resources, gathering information, providing input to change, managing contracts etc.

This unit, and unit PSPPM405A Administer simple projects, are mutually exclusive. One or the other, but not both, may contribute to a qualification.

No licensing, legislative, regulatory 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)


Not applicable.

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 specifies the evidence required to demonstrate achievement in the unit of competency as a whole. It must be read in conjunction with the Unit descriptor, Performance Criteria, the Range Statement and the Assessment Guidelines for the Public Sector Training Package.

Units to be assessed together

Pre-requisite units that must be achieved prior to this unit:Nil

Co-requisite units that must be assessed with this unit:Nil

Co-assessed units that may be assessed with this unit to increase the efficiency and realism of the assessment process include, but are not limited to:

PSPETHC401A Uphold and support the values and principles of public service

PSPGOV402B Deliver and monitor service to clients

PSPGOV403B Use resources to achieve work unit goals

PSPGOV411A Deal with conflict

PSPGOV412A Use advanced workplace communication strategies

PSPGOV422A Apply government processes

PSPLEGN401A Encourage compliance with legislation in the public sector

PSPPROC410A Administer contracts

PSPPM401B Design simple projects

PSPPM402B Manage simple projects

Excluded units that may not contribute to the same qualification as this unit:

PSPPM405A Administer simple projects

Overview of evidence requirements

In addition to integrated demonstration of the elements and their related performance criteria, look for evidence that confirms:

the knowledge requirements of this unit

the skill requirements of this unit

application of the Employability Skills as they relate to this unit (see Employability Summaries in Qualifications Framework)

closure of simple projects in a range of (3 or more) contexts (or occasions, over time)

Resources required to carry out assessment

These resources include:

legislation, guidelines, procedures and protocols relating to project close-out

workplace project documentation

scenarios and case studies

examples of project management tools

Where and how to assess evidence

Valid assessment of this unit requires:

a workplace environment or one that closely resembles normal work practice and replicates the range of conditions likely to be encountered when closing projects, including coping with difficulties, irregularities and breakdowns in routine

closure of simple projects in a range of (3 or more) contexts (or occasions, over time)

Assessment methods should reflect workplace demands, such as literacy, and the needs of particular groups, such as:

people with disabilities

people from culturally and linguistically diverse backgrounds

Aboriginal and Torres Strait Islander people


young people

older people

people in rural and remote locations

Assessment methods suitable for valid and reliable assessment of this competency may include, but are not limited to, a combination of 2 or more of:

case studies





authenticated evidence from the workplace and/or training courses

For consistency of assessment

Evidence must be gathered over time in a range of contexts to ensure the person can achieve the unit outcome and apply the competency in different situations or environments

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.

This section describes the essential skills and knowledge and their level, required for this unit.

Skill requirements

Look for evidence that confirms skills in:

analysing results and evaluating results against objectives

writing recommendations and preparing reports requiring precision of expression

communicating with stakeholders and team members using a range of communication styles to suit different audiences and purposes

responding to diversity, including gender and disability

debriefing project team members

reporting on resource expenditure including time and costs

using project management tools suited to small scale or low risk projects

applying workplace safety procedures in line with project requirements

accessing/preparing information electronically or in hard copy

Knowledge requirements

Look for evidence that confirms knowledge and understanding of:

legislation, organisational policies and procedures that may impact on project finalisation, for example:

public sector codes of ethics/conduct

occupational health and safety and environment requirements

project governance requirements

quality standards

risk management

procurement guidelines

human resource management and development

equal employment opportunity, equity and diversity principles

project management tools to suit a range of small scale or low risk projects

project management principles

organisational and political environment

The Range Statement provides information about the context in which the unit of competency is carried out. The variables cater for differences between States and Territories and the Commonwealth, and between organisations and workplaces. They allow for different work requirements, work practices and knowledge. The Range Statement also provides a focus for assessment. It relates to the unit as a whole. Text in bold italics in the Performance Criteria is explained here.

Stakeholders may include:

project sponsor/funding bodies

clients or customers (internal and external)


other agencies

general public

relevant interest groups


functional areas

the organisation's senior management


project team

steering committee members

end user

supplier/service provider

Project plan will include some or all of:

acquisition strategies

budget and financial management strategy

contract management

cost estimates

evaluation criteria

expected outcomes/measurable benefits of the project


inclusions and exclusions from project

information/communication strategy

intellectual property strategies



outputs/project deliverables and their acceptance criteria

people plan including human resource management and human resource development

performance criteria/indicators

project control mechanisms

project implementation strategy

project governance strategy


quality assurance

quality control

quality standards for project


required project resources

resource management

risk management

roles and responsibilities


task/work breakdown structure (WBS)

Policy and procedures may include:

government legislation (Federal, State and Local) affecting organisation's administration such as:

public sector management acts

financial management and accounting legislation and regulations

privacy legislation

government and organisational guidelines and procedures relating to:

project governance



strategic plans


risk management

procurement guidelines

designation approvals

industrial agreements

Management of project wind-down may include:





project team

support staff

Documentation may include:

project completion report

supplier performance reports

whole-of-life support plans

transfer documents

financial reports and acquittals

Approvals may be required from:

project sponsor/funding body

business owner of the project

program manager

line manager

project governance office/personnel in the organisation

chief executive officer, manager or management representative

customer or client

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
Evaluation of project process and achievement against objectives is undertaken in consultation with stakeholders and results are reported in accordance with the project plan and organisational policy and procedures. 
Action to rectify problems in meeting client needs is recommended and documented. 
Implications of project results for policies and operating procedures are identified and recommendations are made for their amendment. 
Information obtained from the evaluation of the project is structured so it may be used to improve relevant policy and practice in accordance with organisational requirements. 
Contracts are finalised and financial records are checked for accuracy and completed in accordance with organisational procedures. 
Project wind-down is managed, documentation is completed, records are archived and approvals are obtained in accordance with the project plan and organisational policy and procedures. 
Project stakeholders are debriefed, and recommendations are made for redeployment of infrastructure/resources in accordance with organisational policy and procedures. 
Project hand-over to user/s is completed in accordance with organisational procedures and lessons learnt are documented and reported to stakeholders to assist in continuous improvement. 
Stakeholders are advised of procedures and authorities for initial support to implement project deliverables where relevant, and strategies are devised to manage long-term project momentum in accordance with organisational requirements. 


Assessment Cover Sheet

PSPPM403B - Close simple projects
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:



Assessment Record Sheet

PSPPM403B - Close simple projects

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:



Student signature: