Course Title: Design and produce spreadsheets

Part B: Course Detail

Teaching Period: Term1 2019

Course Code: OFFC5337C

Course Title: Design and produce spreadsheets

School: 650T Vocational Business Education

Campus: City Campus

Program: C4398 - Certificate IV in Accounting and Bookkeeping

Course Contact: Doug Gourlay

Course Contact Phone: +61 3 9925 5944

Course Contact Email: doug.gourlay@rmit.edu.au

Name and Contact Details of All Other Relevant Staff

Meetu Aggarwal

meetu.aggarwal@rmit.edu.au

 

Nominal Hours: 35

Regardless of the mode of delivery, represent a guide to the relative teaching time and student effort required to successfully achieve a particular competency/module. This may include not only scheduled classes or workplace visits but also the amount of effort required to undertake, evaluate and complete all assessment requirements, including any non-classroom activities.

Pre-requisites and Co-requisites

None

Course Description

This unit describes the skills and knowledge required to develop spreadsheets through the use of both cloud-based and non-cloud based spreadsheet applications.

 

It applies to individuals employed in a range of environments who tend to be personally responsible for designing and working with spreadsheets under minimal supervision. These individuals are generally required to have intermediate knowledge and understanding of a number of spreadsheet applications.

 

No licensing, legislative or certification requirements apply to this unit at the time of publication.

National Codes, Titles, Elements and Performance Criteria

National Element Code & Title:	BSBITU314 Design and produce spreadsheets
Element:	1. Select and prepare resources
Performance Criteria:	1.1 Identify spreadsheet task purpose and audience 1.2 Identify task requirements in relation to data entry, storage, output, timeline and presentation format 1.3 Select most appropriate application to produce spreadsheet, in accordance with available resources and organisational policies
Element:	2. Plan spreadsheet design
Performance Criteria:	2.1 Ensure spreadsheet design suits purpose, audience and information requirements of task 2.2 Ensure spreadsheet design enhances readability and appearance, and meets organisational and task requirements for style and layout 2.3 Use available application functions to ensure consistency of design and layout, adhering to organisational and task requirements
Element:	3. Create spreadsheet
Performance Criteria:	3.1 Enter data, check and amend to maintain consistency of design and layout, in accordance with organisational and task requirements 3.2 Format spreadsheet using application functions to adjust page and cell layout to meet information requirements, in accordance with organisational style and presentation requirements 3.3 Ensure formulae are tested and used to confirm output meets task requirements, in consultation with appropriate personnel as required 3.4 Use relevant help functions to overcome intermediate-level issues with spreadsheet design and production
Element:	4. Produce intermediate-level charts
Performance Criteria:	4.1 Select chart type and design that that offers analysis of numerical data, and meets organisational and task requirements 4.2 Create charts using appropriate data range in spreadsheet 4.3 Modify chart type and layout using formatting features, adhering to organisational and task requirements
Element:	5. Finalise and present spreadsheets
Performance Criteria:	5.1 Review and edit final spreadsheet and any accompanying charts, and prepare for delivery in accordance with task requirements 5.2 Deliver document to relevant audience within designated timelines and in accordance with organisational requirements for speed and accuracy 5.3 Name and store spreadsheet appropriately in accordance with organisational requirements and exit application without data loss/damage

Learning Outcomes

Details of Learning Activities

Primarily you will be learning on a face to face basis with the support of an online course site for dissemination of materials and some assessments. Students will be expected to attend three hours of class each week in the semester. Students will be introduced to budgets and MS Excel, which will then be supported by practical illustrations. Students will complete exercises to reinforce their understanding of the material. Solutions will be available on the learning hub.  

It is a cluster of two courses :

Prepare operational budgets - FNSACC412 and
Design and produce spreadsheets - BSBITU314

Both of these courses will be delivered simultaneously.

Teaching Schedule

The Teaching Schedule for this course is as follows: Induction Session Prior to training commencement a program level induction session will be conducted that comprises the following: · Program overview and requirements · MyRMIT/Canvas · Overview of assessment requirements · Pre-Training Review including: o Recognition of Prior Learning and Credit Transfers o Assessment of current skills and knowledge · Competency/Grading Criteria · Plagiarism · Appeals · Extensions · Feedback · Privacy · Submission requirements · Re-submission policy · Where to get support · Student Charter   The nominal hours associated with this are a guide only and represent the total teaching time and student effort required to successfully complete the course. This may include not only scheduled classes but also the amount of effort required to undertake, evaluate and complete all assessment requirements, including any non-classroom activities.

Week	Topic / Learning Materials to be covered	Assessment due
1	Introduction to the course Getting ready for the course Introduction to budgeting – what is it Introduction to spreadsheeting and how it fits with budgeting
2	Classification of Budgets The budgeting processes Spreadsheeting for budgets Planning for the task	Assessment 1  (To be distributed)
3	Introducing the master budget concept Forecasting
4	Budget monitoring and control
5	Finalise Assessment 1 documents for submission	Assessment 1  Due: Sunday, 11.59pm  (End of Week 5) Any re-submissions will be in week 7.
6	Sales and revenue budgets	Assessment 2 Part A  (To be distributed)
7	Introducing operating budgets – non-manufacturing Purchase budgets
8	Cost of goods sold budget (retail and trading businesses) Expense budgets	Assessment 2 Part A Due: Sunday, 11.59pm  (End of Week 8) Results will be declared by the end of week 10 and any re-submissions will be in week 12
9	Budgeted income statements Budgeted balance sheet
10
11	In class Assessment 2 Part B Assessment covering materials delivered from Week 6 to 10 (inclusive)	Assessment 2 Part B  Due: During in-class time Results will be declared by the end of week 13 and any re-sits will be in week 14.
12	Introducing Cash budgets Accounts receivable collection budget Cash receipt budget Cash payment budgets
13	Preparing the cash budget
14
15	In class Assessment 2 Part C Assessment covering materials delivered from Week 12 to 14 (inclusive)	Assessment 2 Part C Due: During in-class time
16	Feedback and re-submissions

  Students will be expected to attend three hours of class each week. Students will be introduced to budgets, which will then be supported by practical illustrations. Students will complete exercises to reinforce their understanding of the material. Mid semester break will be from 19th April 2019 to 26th April, 2019. Classes will resume from 28/04/2019.

Learning Resources

Prescribed Texts

References

Other Resources

Overview of Assessment

Performance Evidence

Evidence of the ability to:

• follow correct ergonomic, conservation requirements and relevant organisational and statutory requirements
• produce spreadsheet documents that align to document purpose and appropriate to target audience
• design spreadsheets that address a range of data and organisational requirements
• use software functions, graphics and support materials to create spreadsheets that adhere to organisational requirements relating to style and presentation
• use relevant help functions to rectify intermediate-level document issues
• produce spreadsheet document in appropriate format for review, including ability to create and modify intermediate-level charts that analyse the dataset
• adhere to designated timelines and requirements for high accuracy.

 

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

Knowledge Evidence

The candidate must be able to demonstrate the following knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit, and to manage tasks and reasonably foreseeable contingencies in the context of the work role.

• Key elements of intermediate-level formatting styles appropriate to workplace documents
• Key functions of spreadsheet applications, both cloud-based and non-cloud based
• Key features of organisational guidelines on spreadsheet design and use
• Key features of organisational requirements for ergonomic standards, work periods and breaks, and conservation techniques.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the information and communications technology IT use field of work and include access to:

• industry software/applications for producing spreadsheets
• digital device user information
• relevant legislation and codes of practice
• relevant organisational policies and procedures
• relevant workplace documentation and resources, including style guide.

 

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

 

You are advised that you are likely to be asked to personally demonstrate your assessment work to your teacher to ensure that the relevant competency standards are being met.

Feedback

Feedback will be provided throughout the semester in class and/or online discussions.  You are encouraged to ask and answer questions during class time and online sessions so that you can obtain feedback on your understanding of the concepts and issues being discussed. Finally, you can email or arrange an appointment with your teacher to gain more feedback on your progress.

You should take note of all feedback received and use this information to improve your learning outcomes and final performance in the course. 

Assessment Tasks

Students MUST successfully complete the below mentioned two assessment tasks and gain competency in order to pass this course.

Assessment 1 - Due date: Week 5

This is an individual assessment that requires you to apply a corporate or brand style guide to a spreadsheet design and develop a short ‘how to’ video (not more than 6 minutes) demonstrating how to design spreadsheets using a widely adopted software within the bookkeeping and accounting industry - Microsoft Excel. You will work on this assessment in your own time. There will be some pitstop meetings in week 3, 4 and 5 in which your teacher will check your progress on the assessment. 

 

Assessment 2 - Due date: Week 8, 11 and 15

This assessment is divided into 3 parts: Part A, B and C. 

Part A: This is an individual assessment that requires you to answer some questions. It will be based on materials covered from week 1 to week 8. You will work on this assessment in your own time and will submit it on Canvas by the end of week 8.

Part B: This is an in class, close book assessment. You will be asked to to apply concepts and operational budgeting tools covered from Week 6 to 10 inclusive and will be due in week 11.

Part C: This will also be an in class assessment and you will be asked to prepare cash budgets on Excel spreadsheet provided by your teacher. It will cover materials from week 12 to week 14 and will be due in week 15.

Students can be asked to reproduce any assessment piece in front of the teacher.

Assessment Matrix

National Program Code and Name	FNS40217 Certificate IV in Accounting and Bookkeeping
Code & Name of Unit of Competency	Budgeting Cluster (FNSACC412 Prepare operational budgets / BSBITU314 Design and produce spreadsheets)
No.	Name of Assessment	Method of Assessment	Elements / Performance Criteria	Foundation Skills	Performance Evidence	Knowledge Evidence	Assessment Conditions
1.	Design Spreadsheets for operational budgets	Demonstration via Video	BSBITU314 PC1.1, PC1.2, PC1.3, PC2.1, PC2.2, PC2.3, PC3.4, PC4.3,	BSBITU314 FS1, FS3, FS5	BSBITU314 PE1, PE2, PE5, PE6, PE7	BSBITU314 KE1, KE2, KE3, KE4	BSBITU314 AC1, AC2, AC3, AC4, AC5
2.	Portfolio of operational budgets	Knowledge Questions (Part A) In-class application assessments (Part B and Part C)	BSBITU314 PC1.2, PC3.1, PC3.2, PC23.3, PC3.4, 4.1, PC4.2, PC4.3, PC5.1, PC5.2, PC5.3 FNSACC412 PC1.1, PC1.2, PC1.3, PC2.1, PC2.2, PC3.1, PC3.2, PC3.3	BSBITU314 FS2, FS4, FS5, FS6, FS7 FNSACC412 FS1, FS2, FS3, FS4, FS5, FS6	BSBITU314 PE3, PE4 FNSACC412 PE1, PE2, PE3, PE4	FNSACC412 KE1, KE2,	BSBITU314 AC1, AC4, AC5 FNSACC412 AC1

Other Information

Submission Requirements You should: Ensure that you submit assessments on or before the due date. Always retain a copy of your assessment tasks. (hard copy and soft copy) When you submit work for assessment at RMIT University you need to use a cover sheet that includes a declaration and statement of authorship. You must complete, sign and submit a cover sheet with all work you submit for assessment, whether individual or group  work. On the cover sheet you declare that the work you are presenting for assessment is your own work. An assignment cover sheet for submission of each assessment task is available on blackboard.  Each page of your assessment should include footer with your name, student number, the title of the assessment, unit code and title and page numbers. For example, Julie Macpherson, 324567, Task 2, OHS2345C Ensure safe workplace, Page 1 of 10.     Late Submission Procedures You are required to submit assessment items and/or ensure performance based assessment is completed by the due dates. If you are prevented from submitting an assessment item on time, by circumstances outside your control, you may apply in advance to your teacher for an extension to the due date of up to seven calendar days.   More Information:https://www.rmit.edu.au/students/student-essentials/assessment-and-exams/assessment/extensions-of-time-for-submission-of-assessable-work(https://www.rmit.edu.au/students/studentessentials/assessment-and-exams/assessment/extensions-of-time-for-submission-of-assessable-work) Where an extension of greater than seven days is needed, you must apply for special consideration. Applications for special consideration must be submitted no later than two working days after the assessment task deadline or scheduled examination.   More Information:https://www.rmit.edu.au/students/student-essentials/assessment-and-exams/assessment/special-consideration (https://www.rmit.edu.au/students/student-essentials/assessment-andexams/assessment/special-consideration)   Resubmissions (VET Programs): If you are found to be unsuccessful in a Course Assessment Task you will be allowed one resubmission only. Your teacher will provide feedback regarding what you need to do to improve and will set a new deadline for the resubmission. The highest grade you will receive if your resubmission is successful is “CAG”.   If you are still not meeting the assessment requirements you must apply to your Program Manager in writing outlining the steps you will take to demonstrate competence in your course. Your submission will be considered by the Program Team and you will be advised of the outcome as soon as possible.   Adjustments to Assessment In certain circumstances students may be eligible for an assessment adjustment. For more information about the circumstances under which the assessment arrangements might be granted please access the following website:   More Information:https://www.rmit.edu.au/students/student-essentials/assessment-and-exams/assessment/adjustments-to-assessment (https://www.rmit.edu.au/students/student-essentials/assessment-andexams/assessment/adjustments-to-assessment)   Marking Guide (Competency): You must demonstrate that you have all the required skills/knowledge/elements in the unit of competency you are studying. You will receive feedback on each assessment task that will inform you about your progress and how well you are performing.    

Course Overview: Access Course Overview