Finance a project

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver CUSFIN01A, 'Finance a project'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Finance a project' on This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to for every purchase, so go nuts :)

Elements and Performance Criteria

Elements and Performance Criteria


Performance Criteria


Clarify the financial scope of the project


Identify what the proposal to be financed involves and determine the scope and funding needs of the project


Determine the stage of the project at which finance is to be sought


Determine the level of funding required and identify the optimum funding arrangements


Identify sources of finance


Research possible sources of finance


Find out how the proposal should be structured to attract the funding from a particular source


Determine which sources of funding apply to the type of project proposed and decide which funding source to approach


Develop the proposal


Decide on the approach to take in the submission and collect material to support the proposal


Prepare proposal to include:

overview of the project and objectives

the purpose and amount of finance required

the proposed structure of the project operation

the operational and marketing plan

projected financial performance

management and creative experience involved

level of risk involved

other appropriate sections depending on the needs of the particular project


Develop the proposal in best form to attract funding from the chosen source


Include estimates of costs and benefits supported by valid and relevant information


Define the structure of the funding plan and the proposed interest of the various parties


Obtain legal advice


Seek legal advice on all aspects of the proposal such as tax structure, rights and responsibilities and incorporate the advice into the funding proposal


Submit the final proposal for advice on compliance with legal, tax and regulatory requirements and get final agreement checked by the lawyers to ensure that it meets the requirements


Present the proposal to funding body or prospective investors


Make an effective presentation to the funding body or prospective investors using appropriate communication techniques, to explain the details of the proposal emphasising the creative possibilities and the benefits of the project


Evaluate the presentation to identify strengths and weaknesses to inform subsequent presentations


Negotiate terms and conditions of investment


Conduct negotiations with representatives of the funding body or prospective investors to determine terms and conditions of the grant/investment


Conduct meetings to discuss financial proposals in a professional and businesslike manner


Finalise formal agreement


Finalise agreement including accurate information on rights and responsibilities of all parties to the funding agreement and document agreement


Circulate documents detailing funding agreement and terms and conditions of the agreement to all stakeholders as quickly as possible.


Determine reporting and review process required and set up processes for monitoring compliance with the agreement


Include consultation with the legal adviser in the finalisation of the agreement

Qualifications and Skillsets

CUSFIN01A appears in the following qualifications: