BSBPMG530 - Manage Project Scope Assessment Workbook

This assessment workbook is designed to test your knowledge and practical skills in managing project scope. It covers the unit of competency BSBPMG530 and includes both knowledge and practical assessments. Contextualisation is recommended to suit your RTO's training and assessment processes and the work and industry context in which you operate.

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Copyright
This document was developed by Compliant Learning Resources.
© 2020 Compliant Learning Resources.
All rights reserved.
No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any
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prior written permission of Compliant Learning Resources.
Version Control & Document History
Assessment Workbook Version 1.0 Produced 23 October 2020
Page 2
Date Summary of Modifications Version
23 October 2020 Version 1.0 released for publishing 1.0

Table of Contents
Table of Contents..........................................................................................................3
Instructions...................................................................................................................5
Competency-Based Assessments..................................................................................7
Assessing Nationally-Recognised Training.....................................................................8
Dimensions of Competency..........................................................................................9
Reasonable Adjustment..............................................................................................10
The Unit of Competency.............................................................................................11
The Context of Assessment.........................................................................................11
Contextualising the Assessment Tools.........................................................................12
Assessment Methods..................................................................................................14
Resources Required for Assessment............................................................................15
Assessor Instructions..................................................................................................17
Assessment Workbook Cover Sheet............................................................................18
Knowledge Assessment...............................................................................................20
Practical Assessment...................................................................................................30
Candidate Instructions.....................................................................................................30
Details of the Project You Are Undertaking for This Assessment....................................31
Practical Assignment...................................................................................................32
Overview..........................................................................................................................32
Workplace Assessment...............................................................................................34
Overview..........................................................................................................................34
Part I. Project Planning....................................................................................................37
1.1Develop Project Authorisation Procedures.............................................................37
1.2 Confirm Procedures for Project Authorisation......................................................39
1.3 Obtain Project Authorisation ................................................................................40
1.4 Confirm Project Governance Arrangements..........................................................41
1.5 Identify and Negotiate Project Boundaries and Project Outcomes.......................44
1.6 Document the Scope Management Plan...............................................................46
Part II. Project Implementation and Monitoring.............................................................47
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2.1 Validate the Project Scope.....................................................................................47
2.2 Monitor the Impact of Scope Changes...................................................................48
Part III. Project Closure....................................................................................................49
3.1 Identify Scope Management Issues.......................................................................49
Assessment Workbook Checklist.................................................................................50
Record of Assessment (Assessor’s Use Only)...............................................................55
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Instructions
The Knowledge Assessment is a set of general and workplace questions testing your
knowledge and understanding of the general theory behind the unit.
You must answer all Knowledge Assessment Questions using your own words. However,
you may refer to your Learner Guide and other relevant resources and learning materials to
complete this assessment.
Some questions cover processes you would likely encounter in a workplace. Ideally, you
should be able to answer these questions based on the processes that are currently in place
in your workplace. However, if you do not currently have access to a workplace, then
answer the questions based on processes that should be implemented in a typical
workplace setting.
The Practical Assessment is made up of the Practical Assignment and Workplace
Assessment. This assessment tests your practical skills with respect to the requirements of
the unit of competency relevant in this workbook.
The Practical Assessment requires you to complete and submit workplace documents and
other documentation relevant to the unit of competency.
The evidence you submit must be your own work except where due reference is made and
where you are required to submit supplementary workplace documents such as policies
and procedures.
When completing the assessments included in this workbook:
1. Read the instructions provided in each task carefully before attempting to complete
the task. The instructions will guide you on how to answer the question or complete
the task satisfactorily.
2. Follow the steps provided in each task.
 If the question instructs you to describe, provide a description as your
response. If the question instructs you to list, provide a list as your response.
 Where there is a number of required responses, provide the required number
of responses. For example, if you are asked to list three responses, provide
three responses.
3. Ensure that all your submissions for this assessment indicate your first and last name
and that these submissions have been named according to the file naming
convention prescribed in each task.
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Competency-Based Assessments
Definition of Competency
Assessment in this context can be defined as the fair, valid, reliable, and flexible gathering
and recording of evidence to support the judgement on whether competency has been
achieved. Skills and knowledge (developed in a structured learning situation, at work, or in
some other context) are assessed against national standards of competence required by
industry, rather than compared with the skills and knowledge of other candidates.
The features of a competency-based assessment system are:
 It is focused on what candidates can do and whether it meets the criteria specified
by the industry as competency standards.
 Assessment should mirror the environment the candidate will encounter in the
workplace.
 Assessment criteria should be clearly stated to the candidate at the beginning of the
learning process.
 Assessment should be holistic. That is, it aims to assess as many elements and/or
units of competency as is feasible at one time.
 In competency assessment, a candidate receives one of only two outcomes –
‘competent’ or ‘not yet competent.’
 The basis of assessment is in applying knowledge for some purpose. In a competency
system, knowledge for the sake of knowledge is seen to be ineffectual unless it
assists a person in performing a task to the level required in the workplace.
 The emphasis in assessment is on assessable outcomes that are clearly stated for the
trainer and candidate. Assessable outcomes are tied to the relevant industry
competency standards where these exist. Where such competencies do not exist,
the outcomes are based upon those identified in a training needs analysis.
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Assessing Nationally-Recognised Training
Developing and conducting assessment, in an Australian Vocational Education and Training
(VET) context, is founded on the Principles of Assessment and the Rules of Evidence:
Principles of Assessment
1. Assessment must be valid
 Assessment must include the full range of skills and knowledge needed to
demonstrate competency.
 Assessment must include the combination of knowledge and skills with their
practical application.
 Assessment, where possible, must include judgements based on evidence drawn
from a number of occasions and across a number of contexts.
2. Assessment must be reliable
 Assessment must be reliable and must be regularly reviewed to ensure that
assessors are making decisions in a consistent manner.
 Assessors must be trained in national competency standards for assessors to ensure
reliability.
3. Assessment must be flexible
 Assessment, where possible, must cover both the on- and off-the-job components of
training within a course.
 Assessment must provide for the recognition of knowledge, skills, and attitudes
regardless of how they have been acquired.
 Assessment must be made accessible to candidates through a variety of delivery
modes, so they can proceed through modularised training packages to gain
competencies.
 Assessment must be mutually developed and agreed upon between assessor and the
assessed.
 Assessment must be able to be challenged. Appropriate mechanisms must be made
for reassessment as a result of challenge.
4. Assessment must be fair
 Assessment process must consider the individual needs of the candidate.
 Assessment must provide for reasonable adjustments, where appropriate, to
consider the individual candidate’s needs.
(Source: Standards for RTOs 2015, Clauses 1.8 – 1.12)
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Rules of Evidence
When collecting evidence, certain rules apply to that evidence. All evidence must be valid,
sufficient, authentic, and current:
1. Valid
Evidence gathered should meet the requirements of the unit of competency. This
evidence should match, or at least reflect, the type of performance that is to be
assessed, whether it covers knowledge, skills, or attitudes.
2. Sufficient
This rule relates to the amount of evidence gathered. Enough evidence must be
gathered to satisfy the requirements that the candidate be competent in all aspects
of the unit of competency.
3. Authentic
When evidence is gathered, the assessor must be satisfied that evidence is the
candidate’s own work.
4. Current
This relates to the recency of the evidence and whether the evidence relates to
current abilities.
(Source: Training in Australia by M Tovey, D Lawlor)
Dimensions of Competency
The national concept of competency includes all aspects of work performance and not only
narrow task skills. The four dimensions of competency are:
1. Task skills
2. Task management skills
3. Contingency management skills
4. Job or role environment skills
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Reasonable Adjustment
‘Reasonable adjustment’ in VET is the term applied to modifying the learning environment
or making changes to the training delivered to assist a candidate with a disability. A
reasonable adjustment can be as simple as changing classrooms to be closer to amenities or
installing a particular type of software on a computer for a person with vision impairment.
Why make a reasonable adjustment?
We make reasonable adjustments in VET to make sure that candidates with a disability
have:
 The same learning opportunities as candidates without a disability, and
 The same opportunity to perform and complete assessments as those without a
disability.
Reasonable adjustment applied to participation in teaching, learning, and assessment
activities can include:
 Customising resources and assessment activities within the training package or
accredited course
 Modifying the presentation medium
 Learner support
 Use of assistive/adaptive technologies
 Making information accessible both before enrolment and during the course
 Monitoring the adjustments to ensure candidate needs continue to be met
Assistive/Adaptive Technologies
Assistive/Adaptive technology means ‘software or hardware that has been specifically
designed to assist people with disabilities in carrying out daily activities’ (World Wide Web
Consortium - W3C). It includes screen readers, magnifiers, voice recognition software,
alternative keyboards, devices for grasping, visual alert systems, digital note-takers.
(Adapted Reasonable Adjustment in teaching, learning and assessment for learners with a disability -
November 2010 - Prepared by - Queensland VET Development Centre)
IMPORTANT:
Reasonable adjustment made for collecting candidate assessment evidence must not
impact on the standard expected by the workplace, as expressed by the relevant unit(s) of
competency. For example, if the assessment were gathering evidence of the candidate’s
competency in writing, allowing the candidate to complete the assessment verbally would
not be a valid assessment method. The method of assessment used by any reasonable
adjustment must still meet the competency requirements.
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The Unit of Competency
The units of competency specify the standards of performance required in the workplace.
This assessment addresses the following unit of competency:
BSBPMG530 - Manage project scope (Release 1.0)
1. Conduct project authorisation activities
2. Define project scope
3. Manage project scope control process
A complete copy of the above unit of competency can be downloaded from the TGA
website:
https://training.gov.au/Training/Details/BSBPMG530
The Context of Assessment
To complete the assessments in this workbook, students need to have access to their
learning materials and the Internet. The Knowledge Assessment may be completed wholly
at the candidate’s home or chosen place of study. The Practical Assessment must be
completed in a workplace or a simulated environment.
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Contextualising the Assessment Tools
Contextualisation is the process of modifying assessment tools to make learning more
meaningful for your students and their employers.
Compliant Learning Resources highly recommends that your RTO contextualise the
assessment tools before using them.
You must contextualise the assessment tools to suit:
▪ Your student’s needs
▪ Your RTO’s training and assessment processes
▪ The work and industry context in which you operate.
Contextualising for your state/territory
The contents of this assessment tool are not written for a specific state/territory unless
stated otherwise. Where the assessment tool refers to legislation and other industry
requirements which may vary across states/territories, model answers are based on one
state/territory.
Should your RTO intend to use this assessment tool for learners from your state/territory,
Compliant Learning Resources recommends you to:
▪ Access and review the legislation and industry requirements applicable in your
state/territory.
▪ Update assessments and benchmark answers to reflect the legislation and industry
requirements applicable in your state/territory.
When you are contextualising assessment tools, you must ensure that you retain the
integrity of the assessment and the outcomes of the unit of competency.
Contextualising the generic project assessment
The project assessment included in this workbook was designed to be administered in a real
workplace. Should your RTO wish to administer the assessment in a simulated environment,
the RTO will need to redevelop the existing project assessment in this workbook so the
candidate can complete it in the simulated environment.
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Below are some examples of how the RTO may simulate the project assessment:
 Develop role play activities with clear instructions and guidelines to replace existing
tasks involving consultation, meetings, discussions, and oral communication.
 Provide the candidate with access to work personnel who will participate in
assessment activities, e.g. project stakeholders, clients/customers, or team
members.
 Provide the candidate with access to simulated workplace documents and
information, such as but not limited to policies and procedures, organisational vision
and mission statements, business plans, operational plans, etc.
A comprehensive guide in contextualising your assessment tools for your RTO can be
accessed through this link:
https://compliantlearningresources.com.au/blog/simple-guide-to-contextualising-rto-training-
resources-and-assessment-tools/
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Assessment Methods
This workbook uses the following assessment method/s:
1. Knowledge Assessment
A set of general and workplace questions testing the candidate’s general knowledge
and understanding of the general theory behind the unit.
2. Practical Assignment
A series of written practical tests assessing the candidate’s practical knowledge and
understanding of the unit of competency.
3. Workplace Assessment
A set of tasks or activities completed according to set instructions and guidelines to
meet the requirements of the relevant unit. These tasks and activities require you to
have access to a workplace or a similar environment.
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Resources Required for Assessment
The Training Organisation to provide/organise candidate with access to:
 Assessor to supervise and observe candidate as they complete assessments, where
required.
 Workplace, or a similar environment, where the candidate can complete the
assessments, and that will allow them access to:
o Workplace project
o Project stakeholders including but not limited to:
 Project sponsor to authorise the project
 Project stakeholders who are part of the initiating process group.
 Project authorities to confirm the project delegations and authorisation.
 Project stakeholders to collaborate with during the development of the scope
management plan.
 Project stakeholders involved in the implementation of scope validation procedures
 Project stakeholders involved in controlling and monitoring scope control changes.
o Policies and procedures relevant to:
 Project initiation and authorisation
 Project scope management, including validation of scope and controlling, and
monitoring of scope changes.
o Opportunities to complete the workplace assessment tasks within this project.
o Project documents to be used as a reference to produce the documents required for
this assessment, including but not limited to project statement of work, business
case, agreements, procurement documents, etc.
o Workplace templates:
 Meeting minutes
 Project authorisation procedures
 Project charter
 Project scope statement
 Stakeholder register
 RACI matrix
 Lessons learned document
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 Workplace templates used in scope validation procedures, e.g. audit forms, product
review forms, meeting minutes, etc.
o Workplace templates used in controlling and monitoring scope changes, e.g. change
request forms, etc.
The candidate will need access to:
 Computer with Internet, email access, and a working web browser
 Installed software: MS Word, Adobe Acrobat Reader
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Assessor Instructions
This is a compulsory assessment to be completed by all candidates. This assessment tests
the candidate’s knowledge and understanding of general theory and concepts underpinning
the unit of competency, as well as their practical skills in relation to the unit and assessment
requirements.
Reasonable adjustment applies here, and while the majority of candidates will complete this
assessment as a written assessment, verbal assessment may be an option for those who
need it. The assessor must use the response guide as the principal marking tool unless a
reasonable adjustment is demonstrated.
The Assessor Guide provides instructions to the assessor on how to assess the candidate’s
responses and performance, and criteria for assessing the candidate’s responses and
performance. Benchmark answers and benchmark performance are also detailed for each
assessment task, setting out which key responses and skills must be included and
performed, as well as indicating where flexibility is acceptable.
The number of responses required is specified in each assessment task to avoid ambiguity.
In these cases, the model answer will provide a list of possible answers. For instance, if a
question requires the candidate to list three examples, then their response must include
three of the items listed in the model answer.
IMPORTANT:
Candidates must achieve a satisfactory result in ALL assessment tasks to be deemed
COMPETENT for the unit/s relevant to this workbook.
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Assessment Workbook Cover Sheet
To the candidate: Print this cover sheet and complete it by filling in all the required
information and signing in the space provided. Your signature must be handwritten. Scan
the completed cover sheet and submit it along with your evidence submissions. Use the
filename: BSBPMG530 Cover Sheet
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Workbook BSBPMG530
Title Manage project scope (Release 1.0)
First and Last Name
Phone
Email

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Please read the Candidate
Declaration below and if
you agree to the terms of
the declaration, sign and
indicate the date in the
spaces provided.
By submitting this work, I
declare that:
 I have been advised of
the assessment
requirements, have
been made aware of my
rights and
responsibilities as an
assessment candidate,
and choose to be
assessed at this time.
 I am aware that there is
a limit to the number of
submissions that I can
make for each
assessment, and I am
submitting all
documents required to
complete this
Assessment Workbook.
 I have organised and
named the files I am
submitting according to
the instructions
provided. I am aware
that my assessor will
not assess work that
cannot be identified and
may request the work
be resubmitted
according to the correct
process.
 This work is my own
and contains no
material written by
another person except
where due reference is
made. I am aware that a
false declaration may
lead to the withdrawal
of qualification or
statement of
attainment.

Knowledge Assessment
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1. List the five components of a project scope management plan.
i. Approach: It is an important part of scope management plan that defines how an
organisation would manage complying with key resources and findings to attain
desired goals and objectives.
ii. Role and responsibilities: In light to the fact that due to market uncertainties and
frequent changes in behaviour of consumer also adds up to importance of setting
roles and responsibilities in a scope management plan.
iii. WBS: Through WBS project manager will be able to divide work activities from
which better workplace relations can be formulated.
iv. Scope verification: For the given process the project team uses to verify project
deliveries for meeting scope of project firm.
v. Scope control: In the given process there are several activities being initiated in
respect to monitor project activities and productivity of relative firm.

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2. List five factors that are likely to impact the project scope.
i. Resource level: For this element resource level are one of the factor which are likely to
impact on the project scope. For the reason being this defines the way for which several
project strategies and plans are being developed.
ii. Legal constraints: Under this factor with presence of variety of legal considerations to
project firm. It can be said that, project activities are guided in respect to their
achievement of respective project goals and objectives.
iii. Managerial constraints: For this element constraints of managerial activities in the
project firm are being taken into consideration. Under this scope of project can be
narrowed in respect to managerial policies being adopted in the project firm.
iv. Changing requirements of stakeholders: Due to changing requirements of stakeholders
project scope can be manipulated. This covers effective use of project management
under which interest of stakeholders of the project firm is to be regulated.
v. Presence of risks: With presence of project risk scope of project firm can be altered. This
regulates impact on project scope for the reason being risk can lead to failure of strategic
planning and scope of project firm.

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3. Identify five events in a project that are likely to trigger the need for formal change
control processes.
i. Market uncertainties: This is the foremost element which is likely to trigger need
for formal change control processes. Being in the process due to ever changing
market conditions it arises need to changes while operating business activities.
ii. Consumer demands: Due to changes in consumer demands of a given business
market. This could possibly result in need for changes in the project firm.
iii. Resource availability: Availability of resources also plays a crucial role in
manipulating changes in the project firm. This could be in relevance to availability
of resources and coping with defined project management strategies and scope of
project firm.
iv. Employee turnover: Due to high employee turnover, there could be possibility of
requirement for changes in the project firm. This can be in accordance to due to
lack of availability of human as the resource to comply with long term goals and
objectives of the project firm being covered under project scope management.
v. Competition: With presence of competition in relative project business market.
There could be need for timely alteration in project activities. This can be in
accordance to staying updated in competitive business environment. The trending
technique should be taken into consideration while staying up to date with the
competitive business environment.

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4. Identify six things that are typically done in formal change-control processes.
i. Planning
ii. Assess
iii. Review
iv. Build
v. Implement
vi. Close

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5. Explain how work outcomes are
measured in each of the areas listed
below.
Areas How are work outcomes measured in this area?
i. Cost Lower the cost, higher productivity of the project firm.
ii. Schedule Effective scheduling of project activities will enable working
with better standards in the project firm.
iii. Quality Effective quality of production will deliver better bran
image of the project firm.
6. Listed below are methods for
measuring project progress against the
project plan. Explain the use of each
method.
Methods for progress
against plans
Explanation
i. Units completed
For this units or progress of the project work can be
measured.
ii. Incremental
milestones
Completion of a set project activity or task will develop
better standards and achieve incremental milestones.
iii. Start/finish
This signifies start date and finish estimated date for the
project firm.

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7. Answer the following questions about decomposition as a method for segmenting
the work breakdown structure (WBS).
i. What is decomposition as a method for segmenting the work breakdown structure
(WBS)?
Decomposition refers to a planning technique that subdivides scope of project and
deliverables into smaller as well as more manageable components.
ii. How do you determine and estimate cost and duration in decomposition?
Cost= Duration*Rate per hour of work
iii. What determines the level of decomposition? List two.
a. Project control
b. Project deliverables
iv. Identify five activities that are involved in decomposition.
a. Major project deliverables
b. Organise the WBS
c. WBS components
d. Assign identification codes
e. Verify WBS

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8. Identify three ways you can document the Work Breakdown Structure (WBS).
i. Tree structure
ii. Create and list the deliverables
iii. Divisional

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9. Listed below are areas in which
problems and challenges can arise and
affect scope management. Provide
one example of problems or
challenges that may arise from each
area listed.
Areas Problem or challenge that may arise from this area
i. Compliance There could be various issues or challenges which might
arise in regards with compliance being set by project firm.
This could be in accordance to achieving project goals
effectively.
ii. Environment Working environment plays a crucial role in organising task
being listed to achieve project goals. Maintaining positive
working environment can be challenging task for business
managers of the firm.
iii. Health and safety Such measures proves to be most crucial in relevance of
motivating individual staffs at the business firm.
iv. Human resources
and project
stakeholders
HR and project stakeholders plays an important role in
deriving better coordinative actions in the business firm.

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10. Complete the diagram below by
identifying the rest of the stages of the
project life cycle, and in your own
words, explain each stage of the
project life cycle.
Stage Explanation
i. Initiating In this stage project goals and relative plans or strategies to
achieve such goals are being initiated.
ii. Planning For the second stage, effective plans are being formulated
in respect to attain project goals and objectives.
iii. Executing Under the given stage, execution of project plans and
strategies being formulated are being considered.
iv. Monitoring In this stage standards are being set in accordance to
monitor and control project activities and ensure their
relevance for completion as per desired standards.
v. Closing For this stage ending stages of project firm is being
initiated. Such stages are relevant to ensuring future scope
of project work with its guidelines for effective future
workings.

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11. Explain the significance of scope management in the project life cycle.
The project scope refers to set of deliverables or features of project which will be covered
with delivering project report. The stated process guides efforts being produced in the
project firm in respect to their achievement in a desirable manner. Over the period of time
there was greater importance of project management for which avoiding common issues
and guides better efforts towards attainment of desired project goal is being taken into
consideration. Following are the importance of scope management in project life cycle;
Changing environment: In respect to changing operational environment the strategy of
scope management plays a vital role in regulating effectiveness of operations in respect to
changes in business environment. Through the process project manager is able to manage
scope of project firm in accordance to better utilisation of resources and develop clear
understandings of vision of the project work.
Cost management: Another importance of scope management realise its importance in
respect to cost management techniques. For the purpose being effective techniques are
being taken into consideration in respect to cost management for the project work and
develop effective standards for completion of project objectives and goals.
Project deadlines: Meeting project deadlines states about another importance which can
be derived in respect to scope management in the given project firm. Through the process
there were several guidelines on the basis of which better results of project work can be
delivered by project manager.
12. Listed below are different tools used in
the different stages of scope
management. Explain the use of each
tool in relation to the scope
management process specified below.
PROCESS: Scope management planning
Tool Explanation
i. Meeting minutes
template
The given tool regulates effectiveness of operations while
organising meetings in a corporate firm.

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PROCESS: Collection of requirements
Tool Explanation
i. Questionnaires and
surveys
The stated tool develops better understandings in respect to
performing primary researches for developing standards of
project workings.
Tool Explanation
ii. Prototypes This is the tool which is used in respect to getting early
feedbacks that relates to project requirements.
PROCESS: Scope control
Tool Explanation
i. Variance analysis tools
(e.g. spreadsheets)
Variance analysis refers to difference between planned and
actual numbers. The sum of all variances gives a picture
of the overall over-performance or under-performance
for a particular reporting period. For each item,
companies assess their favourably by comparing actual
costs to standard costs in the industry.

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13. Identify the four crucial roles that the
project manager holds in project
planning and explain the
responsibilities the project manager
has in each role.
Roles Responsibilities in this role
i. Developing project
idea
In this role key which is of project idea development, key
responsibilities relates to organising meetings. Further,
communicating the project idea is also covered under key
responsibility being under this role.
ii. Monitoring project
progress
Using digital technologies and organising behaviour of staff
in accordance with operational working of project firm are
some key responsibilities under the mentioned role.
iii. Stakeholder
engagement
For this role key responsibilities of project manager are
inclusive of making workplace a good place to operate.
iv. Cost management Using cost management theories and models are some
techniques being used under this role.

Practical Assessment
Candidate Instructions
The Practical Assessment is a set of tasks that must be completed in a workplace, or in an
environment with conditions similar to that of a real workplace.
This assessment will help you demonstrate skill requirements relevant to managing the
project scope.
The Practical Assessment includes the following:
1. Practical Assignment
A series of written practical tests assessing the candidate’s practical knowledge and
understanding of the unit of competency.
2. Workplace Assessment
A set of tasks or activities completed according to set instructions and guidelines to
meet the requirements of the relevant unit. These tasks and activities require you to
have access to a workplace or a similar environment.
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14. Listed below are the different types of
project initiation documentation. In
your own words, explain what each
document is.
Type of project initiation
documentation
Explanation
i. Project charter Project charter is a formal, typical short document which
describes project in its entirety. In inclusive of the
document project goals and objectives are being listed.
ii. Project scope
statement
In the project scope statement key deliverables of the
project work are being listed. For the purpose being better
development of project work is being initiated in respect to
attain such project goals and also provides with wide
working criteria of the project work.

Details of the Project You Are Undertaking for This Assessment
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The tasks included in this Workplace
Assessment must be completed within the
context of a project you are managing.
Complete the table below by providing the
required details and information of the
project you are undertaking for this
assessment.
Candidate’s name
Workplace/organisation
Project name
State/territory where the
project is being undertaken
Overview of the project
Candidate’s role/title in this
project
Date scoping stage
commenced
Date planning stage
commenced
Project sponsor/client

Practical Assignment
Overview
© Compliant Learning Resources Page 33
The goal of this assessment is to assess your practical knowledge of procedures for
reporting scope change within the project you are undertaking for this assessment.
This assessment is made up of one task:
1. Task 1 – Identify Procedures for Reporting Scope Change
You are required to:
 Access and review the procedures for reporting scope change for the project you
are undertaking for this assessment.
 Answer the questions in the practical assignment task based on the procedures
you reviewed.
 Review the instructions in each task included in this Practical Assignment.
 Record your responses as required in the instructions for each task.
Resources required for assessment
 Workplace project
 Procedures for reporting scope change for this project
1. Review your Learner Guide and Reading about the procedures for reporting scope
change in a project and answer the questions below based on these procedures.
i. Outline the procedures that are followed before implementing and communicating
scope changes.
ii. Identify all stakeholders who must be notified of approved project scope changes.
iii. How are project scope changes communicated to the stakeholders you identified
above? Specify the mode of communication.
iv. How will these scope changes be documented?

Workplace Assessment
Overview
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Page 34
The goal of this assessment is to assess your practical knowledge and skills in:
 Conducting project authorisation activities
 Defining project scope
 Managing project scope control process
The workplace assessment is divided into thirteen tasks:
Part I. Project Planning
1.1 Develop Project Authorisation Procedures
1.2 Confirm Procedures for Project Authorisation
1.3 Obtain Project Authorisation
1.3.1 Develop the Project Charter
1.3.2 Obtain Authorisation
1.4 Confirm Project Governance Arrangements
1.4.1 Develop the Stakeholder Register
1.4.2 Develop the RACI Matrix
1.4.3 Confirm Project Delegations and Authorities
1.5 Identify and Negotiate Project Boundaries and Project Outcomes
1.5.1 Conduct Initiation Process Meeting
1.5.2 Develop the Project Scope Statement
1.6 Document the Scope Management Plan
Part II. Project Implementation and Monitoring
2.1 Validate the Project Scope
2.2 Monitor the Impact of Scope Changes
Part III. Project Closure
3.1 Identify Scope Management Issues

© Compliant Learning Resources Page 35
These tasks must be done in the context of a project which you are currently a part of.
E.g. You are the project coordinator or project manager in this project.
Each task comes with a set of instructions. You are to follow and perform these
instructions while being observed by the assessor and submit any required
documentation.
You are required to:
 Complete the tasks within the time allowed, as scheduled in-class roll.
 Conduct project authorisation activities
 Define project scope
 Manage project scope control process
Resources required for assessment:
To complete this assessment, you will need access to the following:
 Workplace or a similar environment that will provide you access to:
o Workplace project
o Project stakeholders including but not limited to:
 Project sponsor to authorise the project
 Project stakeholders who are part of the initiating process group.
 Project authorities to confirm the project delegations and authorisation.
 Project stakeholders to collaborate with during the development of the scope
management plan.
 Project stakeholders involved in the implementation of scope validation
procedures
 Project stakeholders involved in controlling and monitoring scope control changes.
o Policies and procedures relevant to:
 Project initiation and authorisation
 Project scope management, including validation of scope and controlling, and
monitoring of scope changes.
o Opportunities to complete the workplace assessment tasks within this project.
o Project documents to be used as a reference to produce the documents required
for this assessment, including but not limited to project statement of work,
business case, agreements, procurement documents, etc.
o Workplace templates:
 Meeting minutes
 Project authorisation procedures
 Project charter
 Project scope statement
 Stakeholder register

Part I. Project Planning
Develop Project Authorisation Procedures
Assessment Workbook Version 1.0 Produced 23 October 2020
Page 36

Part 1: Project Planning
 Develop Project Authorisation Procedures
The term project authorisation refers to a formal process that authorises work
in accordance with its initiation on a project. It is an important document which is
needed before a project even gets off the ground and works as a approval to start or
develop further the project work.
Project scope
The scope of project work which is to be initiated in respective company i.e.,
Bounce Fitness will relate to grabbing the opportunity of continuous improvement
while operating its operational tasks.
Intended outcome of project
The outcome of the project is estimated to improve quality of services being
delivered by the relative firm. This project will aim at developing critical standards
on the basis of which Bounce Fitness can expand in business market and opt to
continuous improvement strategies.
Strategic alignment of project activities
The strategic alignment of project activities will develop understandings of
operational working of Bounce Fitness in terms of linking vision, mission,
objectives and goals of the given project.
Project schedule
Under the project schedule indication of various activities needs to be
completed at the time when project work is due. It reflects towards the time table
that outlines start and end dates for which a project must be completed. Bounce
Fitness project manager undertakes use of Gantt chart and preparation of WBS to
schedule their project activities.
Project milestone
A project milestone refers to a task of zero duration that shows an important
achievement in a project. In the project milestones list of activities are being listed
in accordance for their completion as per desirable manner.
Project budget
© Compliant Learning Resources Page 37

A budget is a document which provides with an estimate of listed task or
project activities with cost in a project firm. By following the budget a project
manager can ensure completion of a project activity at a given period of time and
with available resources. Bounce Fitness have taken total budget estimate of
$2,000,000.
Success factors
Project success factors refers to criteria for which a project activities are
supposed to end and declaration of project completion. These factor are inclusive of
activities performed in the project firm that adhere to project goals and objectives
and relates for their completion.
Authorisation and approval
The given process relates to taking confirmation in regards to activities to be
performed in the business firm. Approval is an affirmation from a detached viewpoint,
while authorization has a more apparent and direct involvement.
 Confirm Procedures for Project Authorisation
In relative context of Bounce Fitness, following table shows project
authorisation procedures.
Project info Response Approver Approved
Project scope Director of
company
Project manager Y
Intended outcome
of project
Strategic planning
process
Supervisor Y
Strategic
alignment of
project
activities
Project
management
department
Project manager Y
Project schedule Project
management
department
Mentor Y
Project milestone All departments Project manager Y
Project budget Finance
department
Supervisor Y
Success factors Project
management
department
Project manager Y
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Authorisation and
approval
Project manager
head
Mentor Y
 Obtain Project Authorisation
© Compliant Learning Resources Page 39

o Develop the Project Charter
Background
The given project work will regulate continuous improvement plans for Bounce
Fitness and will seek to opportunity for business growth in future markets.
Goals
 Increase in business operations by 5%.
 Develop quality of products and services delivered by company.
 Gain 4% increase in market share for company.
Scope
The scope of project work which is to be initiated in respective company i.e.,
Bounce Fitness will relate to grabbing the opportunity of continuous improvement
while operating its operational tasks.
Key Stakeholders
Client [name]
Sponsor [name]
Project
manager
[name]
Project team
members
[name], [name], [name], [name].
Project Milestones
Start date: 26/12/21
End date: 26/02/22
Invoicing dates to the client: Uncertain
Project Budget
Equipment budget Amount
Espresso Machine $750
Coffee Maker $800
Coffee Roaster $1,500
Refigerator System $4,000
Water filtration system $2,000
Total $9,050
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Capital
Short Term Amount
Trade Credit $1,500
Commercial bank loan $3,500
Long Term
Secured loan $15,000
Business Loan $30,000
Total $50,000
Constraints, Assumptions, Risks and Dependencies
Constraints Market changes, client behavioral changes.
Assumptions Rational requirements of consumers, stable market situations.
Risks and
Dependenci
es
Competition, Limited resources
© Compliant Learning Resources Page 41

o Obtain Authorisation
Approval Signatures
[Name], Project Client [Name], Project Sponsor [Name], Project
Manager
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 Confirm Project Governance Arrangements
 STAKEHOLDER REGISTER
Project
Name
Continuous
Improvement
plan for Bounce
Fitness
Date 21/12/21
Project
Number
#05 Document
Number
Project
Manage
r
Project
Owner/Clie
nt
Stakeholder Name Title and Project
Role
Contact
Information
Notes
Fench Security Manager [phone]
wborgens@gmail.c
om
Dole Project employees [phone]
wborgens@gmail.c
om
Smith CEO [phone]
wborgens@gmail.c
om
Bil Burr Project manager [phone]
wborgens@gmail.c
om
Eddie Murphy Project employees [phone]
wborgens@gmail.c
om
Iliza Accountant [phone]
wborgens@gmail.c
om
Brian Project employees [phone]
wborgens@gmail.c
om
Robert Supervisor [phone]
© Compliant Learning Resources Page 43

wborgens@gmail.c
om
John Project employees [phone]
wborgens@gmail.c
om
Mike Project manager [phone]
wborgens@gmail.c
om
Steve Project employees [phone]
wborgens@gmail.c
om
Jack Project manager [phone]
wborgens@gmail.c
om
o Develop the Stakeholder Register
o Develop the RACI Matrix
RACI Matrix
Project Tasks Project Team
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Stakehol
der
Role Contact Influ
e
n
c
e
Interes
t
Expectatio
ns
William
Bor
gen
s
CEO [phone]
wborgens@gmail.c
om
High Leadin
g
10%
increa
se in
profit
Samanth
a
Bor
gen
s
Develo
pe
r
[phone]
srvborgens@gmail.
com
High Leadin
g
Finalise
websit
e
optimi
sation

Members
Emma
Woodhouse
George
Knightley
Harriet
Smith
Frank
Churchill
Jane
Fairfax
Task 1 Initiation Planning Initiation Planning
Plannin
g
Task 2 Initiation Initiation Initiation Planning
Initiatio
n
Task 3 Controlling Controlling
Controlli
ng
Controllin
g
Executi
on
Task 4 Execution Execution
Controlli
ng
Controllin
g
Executi
on
Task 5 Initiation Closure Initiation Initiation
Initiatio
n
Legend
responsible
accountable
consult
inform
o Confirm Project Delegations and Authorities
The given project work in accordance to Continuous Improvement plan for Bounce Fitness
will be in regards to better working and will enable effective project activities.
 Identify and Negotiate Project Boundaries and Project Outcomes
Project boundaries will ensure proper workings under the project work and will arrange all
the project activities within the operational firm. This will ensure proper performing of
activities in the project firm and will ensure its completion at the desirable project
outcomes.
i. Conduct Initiation Process Meeting
© Compliant Learning Resources Page 45

Meeting Minutes Template
Meeting Details
Meeting called Project manager
Date of meeting 21/12/21
Time of meeting 10:30:00
Location of
meeting
Conference hall
Meeting Participants
Facilitator
Note-taker
Attendees
Agenda Item 1
Discussion point 1
Improvement strategies
Discussion point 2
Use of technology
Discussion point 3
Innovation

Agenda Item 2
Discussion point 1
Employment collaboration
Discussion point 2
Creative thinking
Discussion point 3
Competitive approach
Action Items
Action Item Assigned Due Date
Communication
strategy
21/12/21 12/06/22
Coordination strategy 21/12/21 21/04/22
Project management
plan
21/12/21 28/02/22
End of Meeting Minutes
ii. Develop the Project Scope Statement
The scope of project work which is to be initiated in respective company i.e.,
Bounce Fitness will relate to grabbing the opportunity of continuous improvement
while operating its operational tasks.
 Document the Scope Management Plan
Scope management plan refers to a plan that delivers appropriateness of activities to be
performed in the project firm. The stated plan defines effectiveness of scope management in
reference to scope of project workings being initiated at the project working level. This plan

enables better working of the project firm and allows project managers to derive better
operational working with better productivity and enable with effective usage of project
resources.
Name Role Responsibilities
John Doe Sponsor 5. Approve or deny scope change requests as
appropriate
6. Evaluate need for scope change requests
7. Accept project deliverables
Jane Doe Project
Manager
5. Measure and verify project scope
6. Facilitate scope change requests
7. Facilitate impact assessments of scope change
requests
8. Organize and facilitate scheduled change
control meetings
9. Communicate outcomes of scope change
requests
10. Update project documents upon approval of
all scope changes
Bob Jones Team Lead 4. Measure and verify project scope
5. Validate scope change requests
6. Participate in impact assessments of scope
change requests
7. Communicate outcomes of scope change
requests to team
8. Facilitate team level change review process
John Smith Team
Member
9. Participate in defining change resolutions
10. Evaluate the need for scope changes and
communicate them to the project manager as
necessary
Tom Brown Team
Member
11. Participate in defining change resolutions
12. Evaluate the need for scope changes and
communicate them to the project manager as
necessary
Part II. Project Implementation and Monitoring
5. Validate the Project Scope

Expense Estimated
Budget
Expended
to Date
Estimate to
Comple
te
Variance
Labour
Internal $165,000 $14,000 $151,000 +/- $4,000
External $0 $0 $0 N/A
Software $0 $0 $0 N/A
Hardware $0 $0 $0 N/A
Other $7,000 $0 $7,000 +/- $500
Total $172,000 $14,000 $158,000
With PMD Project Without PMD Project
Costs of Project
Recurring Cost $0 $0
Non-Recurring Cost $172,000 $0
Capital Costs $0 $0
Total Cost of PMD Project $172,000 $0
Benefits (1 year)
Reduce Delays by 30% $15,000 -$15,000
Reduce Overruns by 30% $170,000 -$170,000
Improve Resource Allocation $22,000 -$22,000
Total Benefits of PMD
Project
$207,000 -$207,000
Net Benefits of PMD Project $35,000 -$207,000
6. Monitor the Impact of Scope Changes
Monitoring impact of scope changes plays an important role in enhancing better standards of
working in the corporate firm. In the process being there are several techniques and strategies
from which managers of the project firm monitor the progress of project activities. In provided
context of Bounce Fitness, monitoring of scope changes will guide efforts of the project firm in
accordance to reduce the risk of market uncertainties and complexities being faced in the
business market. Following are monitoring methods or activities which can be taken into
consideration by project manager;

i. Process monitoring: In this element monitoring of project activities or process are being taken
into consideration. Being in the process project manager of the corporate firm will derive
effective tactics on the basis of which effective strategies are adopted in respect to operating
project activities.
ii. Financial monitoring: For the stated element monitoring over financial performance of the
project firm are being taken into consideration. In inclusive of the technique financial
performance of the business firm is being taken into consideration.
iii. Results monitoring: Under this segment monitoring activities are being engaged towards result
oriented approach. For this end results of the project firm are being taken into consideration
for which effective measures are adopted to direct corrective flow of operations in the project
firm.
Part III. Project Closure
 Identify Scope Management Issues
In performing various scope management activities there could be variety of issues which might
arise in performing activities of scope management. In context of continuous
improvement plan at Bounce Fitness, there could be variety of issues which can be
faced in regards to scope management issues, these are as follows;
4. Poor alignment of project objectives and goals: Due to bad alignment of project goals
and objectives of project firm with project scope, it creates a loophole towards success in
project business environment. In its inclusion, given element leads to lack of coordination
in the project firm and leads to duplication of efforts thus wastages of resources in the
project firm.
5. Missing core project activities: In respect to missing core project activities it leads to
difficulties in the project firm due to avoiding basic principles of project management
activities. This issue can be in accordance with not complying with quality standards of a
project firm.
6. Limited resources: Under this issue, due to limited availability of resources of the project
firm it causes a loophole towards complying with scope management objectives. This can affect
on incomplete tasks due to low availability of resources and limit ability of the project firm with
repeated activities.

Develop and document the procedures for project authorisation.
You will be assessed on:
 Practical knowledge of project authorisation procedures.
 Practical skills relevant to developing and documenting project authorisation
procedures.
Use your organisation’s template for documenting procedures or develop your own and
ensure that you include the following in your procedure:
a. A breakdown of the project scope
b. The intended outcomes of the project
c. An overview of the strategic alignment of the project activities
d. A high level project schedule
e. The project milestones
f. The project budget
g. The critical success factors
h. The authorization and approval
An example is shown below:
After completing this task, submit the project authorisation procedures you developed to
the Assessment Submission Folder.

1.2 Confirm Procedures for Project Authorisation
You will be assessed on:
 Practical knowledge of project authorisation procedures.
 Practical skills relevant to confirming project authorisation procedures with the
appropriate authority.
Record the minutes of a discussion with the appropriate authority to confirm the
authorisation procedures for your project. Use your organisation’s template for
documenting meeting minutes or the template provided with this Assessment Guide.
After completing this task, submit the minutes of your discussion with the appropriate
authority to your assessor.

1.3 Obtain Project Authorisation
1.3.1 Develop the Project Charter
Develop the project charter for the project you are undertaking.
You will be assessed on:
 Practical knowledge of project charters.
 Practical skills relevant to developing project charters and obtaining authorisation
on projects.
Use your organisation’s template for developing project charters, or you may use/adapt
the Generic Project Charter template provided along with this workbook.
Refer to other project documents such as project statement of work, business case,
agreements, etc. to help you develop the project charter.
After completing this task, submit your project charter you developed via the Assessment
Submissions Folder

1.4 Confirm Project Governance Arrangements
1.4.1 Develop the Stakeholder Register
Develop the stakeholder register for the project you are undertaking.
You will be assessed on:
 Practical knowledge of project delegations and authorities in project governance
arrangements.
 Practical skills relevant to documenting project delegations and authorities in
project governance arrangements.
Refer to other project documents such as project charter, procurement documents, etc.
to help you develop the stakeholder register.
Use your organisation’s template for documenting the stakeholder register, or you may
use the Generic Stakeholder Register template provided along with this workbook.
After completing this task, save the stakeholder register you drafted as you will use this
document in Task 1.4.3.

1.4.2 Develop the RACI Matrix
Draft the Responsible, Accountable, Consult, and Inform (RACI) Matrix for the project you
are undertaking.
You will be assessed on:
 Practical knowledge of project delegations and authorities in project governance
arrangements.
 Practical skills relevant to documenting project delegations and authorities in
project governance arrangements.
Refer to other project documents such as project plan, documents relevant to activity
resources requirements, enterprise environmental factors, and organisational process
assets, etc.
Use your organisation’s template for documenting the RACI matrix, or you may use the
Generic RACI Matrix template provided along with this workbook.
After completing this task, save the RACI matrix you drafted as you will use this document
in the next task.

1.4.3 Confirm Project Delegations and Authorities
Document the minutes of a meeting with the relevant project stakeholders to review the
Stakeholder Register and RACI Matrix you developed in the previous tasks.
You will be assessed on:
 Practical knowledge of project delegations and authorities in project governance
arrangements.
 Practical skills relevant to confirming project delegations and authorities in project
governance arrangements.
Record the minutes of your discussion using your organisation’s template for
documenting meeting minutes, or you may use the Generic Meeting Minutes template
provided along with this workbook.
Include in your minutes a discussion of the project delegations and authorities for the
project and confirmation of roles and responsibilities.
After completing this task, submit the minutes of your discussion with the appropriate
authority to the Assessment Submission Folder.

1.5 Identify and Negotiate Project Boundaries and Project Outcomes
1.5.1 Conduct Initiating Process Meeting
Record the minutes of conducting an initiating process meeting (or a similar meeting)
within the project you are undertaking.
You will be assessed on:
 Practical knowledge of project boundaries and project outcomes.
 Practical knowledge of project initiation processes.
 Practical skills relevant to reviewing and negotiating project boundaries and
project outcomes with other project stakeholders.
Record the minutes of your discussion about project boundaries and project outcomes
with the project stakeholders. Use your organisation’s template for documenting meeting
minutes, or you may use the Generic Meeting Minutes template provided along with this
workbook.
After completing this task, submit the minutes of your discussion with the appropriate
authority to the Assessment Submission Folder.

1.5.2 Develop the Project Scope Statement
Develop the project scope statement based on the outcomes of the initiation process
meeting you conducted in Task 1.5.1.
You will be assessed on:
 Practical knowledge of project boundaries and project outcomes.
 Practical knowledge of project initiation processes.
 Practical skills relevant to developing the project scope statement.
Refer to other project documents such as project management plan, project charter, and
documents containing information about enterprise environmental factors, organisational
process assets, etc.
Use your organisation’s template for documenting the project scope statement, or you
may use the Generic Project Scope Statement template provided along with this
workbook.
After completing this task, submit the following to your assessor:
 Project Scope Statement you developed

1.6 Document the Scope Management Plan
Based on the outcomes of your meeting in Task 1.5, develop the Scope Management Plan
for the project you are undertaking in collaboration with others.
You will be assessed on:
 Practical knowledge of scope management planning.
 Practical skills relevant to developing the project scope management plan.
Refer to other project documents such as project management plan, project charter, and
documents containing information about enterprise environmental factors, organisational
process assets, etc.
Use your organisation’s template for documenting the Scope Management Plan, or you
may use the Generic Scope Management Plan template provided along with this
workbook.
After completing this task, submit the following to your assessor:
 Scope Management Plan you developed

Part II. Project Implementation and Monitoring
2.1 Validate the Project Scope
Create a presentation to your new project team of how you will validate the project
scope. Your presentation should be a minimum of 8 slides and include the procedures you
will implement to validate the project scope.
For this assessment this depend on the project you are undertaking and your
organisation’s procedures for validating project scope. They may include conducting a
review and inspection of the completed project deliverables, e.g. product reviews, audits,
and walkthroughs, and meeting among stakeholders to review completed project
deliverables.
The procedures you implement must be consistent with the project scope management
plan, e.g. if you are conducting a product walkthrough for this assessment, product
walkthrough must be one of the procedures set out in the project scope management
plan to validate the project scope.
You will be assessed on:
 Practical knowledge of project scope and procedures for validating the project
scope.
 Practical skills relevant to validating project scope.
After completing this task, submit the presentation slides of your implementation of
procedures for this assessment to the Assessment Submission Folder.

2.2 Monitor the Impact of Scope Changes
Long Answer Question
Discuss how you will monitor the impact of scope changes for project you are undertaking
and identify what procedures for controlling and monitoring changes in these areas you
will use.
This may involve performing a variance analysis of actual project performance and
progress against the established time, cost, and quality constraints of the project,
producing a work performance information report, following change request procedures,
or updating the project management plan to reflect the changes to project scope, etc.
The procedures you implement must be consistent with the project scope management
plan, e.g. if you are processing change request for the project, ensure to follow the steps
documented in the scope management plan for change request procedures.
You will be assessed on:
 Practical knowledge of project scope and procedures for controlling and
monitoring the project scope changes.
 Practical knowledge of the project’s procedures for change control.
 Practical skills relevant to monitoring the project scope.
Your discussion should be a minimum of 500 words, and you should ensure that you
reference your sources of information in the Harvard Style. Submit your discussion in a
word document via the Assessment Submission Folder.

Part III. Project Closure
3.1 Identify Scope Management Issues
Prepare a Lessons Learned Document identifying and documenting the scope
management issues encountered during the project as well as recommendation to
address these issues.
You will be assessed on:
 Practical knowledge of scope management issues and improvements to address
them.
 Practical skills relevant to identifying and documenting scope management issues.
 Practical skills relevant to recommending improvements to scope management
issues.
Use your organisation’s template for preparing Lessons Learned for projects, or you may
use the Generic Lessons Learned template provided along with this workbook.
After completing this task, submit the lessons learned document you prepared to the
Assessment Submission Folder.

Assessment Workbook Checklist

TO THE CANDIDATE
When you have completed this assessment workbook, review your work, and ensure that: You have completed all the Knowledge Assessments Questions. You have completed the Practical Assessments in this workbook: Practical Assignment Task 1. Workplace Assessment Task 1.1 Task 1.2 Task 1.3.1 Task 1.3.2 Task 1.4.1 Task 1.4.2 Task 1.4.3 Task 1.5.1 Task 1.5.2 Task 1.6 Task 2.1 Task 2.2 Task 3.1 You have saved and submitted the following evidence: This completed workbook Assessment Workbook Cover Sheet signed and scanned Workplace Assessment Task 1.1 Project authorisation procedures Workplace Assessment Task 1.2 Meeting minutes Workplace Assessment Task 1.3.1 Project charter Workplace Assessment Task 1.3.2 Project charter (signed-off/approved) Workplace Assessment Task 1.4.1 Stakeholder register Workplace Assessment Task 1.4.2

Record of Assessment (Assessor’s Use Only)
RECORD OF ASSESSMENT
Candidate’s Name
RTO Name
RTO Contact Number
RTO Email Address
Assessor’s Name
Unit of Competency BSBPMG530 - Manage project scope (Release 1.0)
Knowledge Assessment S NYS
Question 1  
Question 2  
Question 3  
Question 4  
Question 5  
Question 6  
Question 7  
Question 8  
Question 9  
Question 10  
Question 11  
Question 12  
Question 13  
Question 14  
Practical Assessment
Workplace Assessment S NYS
Task 1.1  
Task 1.2  
Task 1.3.1  
Task 1.3.2  
Task 1.4.1  
Task 1.4.2  
Task 1.4.3  
Task 1.5.1  
Task 1.5.2  
Task 1.6  
Task 2.1  
Task 2.2  
Task 3.1  
Rules of Evidence S NYS
All knowledge and skills evidence submissions are valid  
All knowledge and skills evidence submissions are authentic  
All knowledge and skills evidence submissions are sufficient  
All knowledge and skills evidence submissions are current  

Signature Authentication Checklist
This checklist will guide you in authenticating the
signatures provided by the candidate in their
assessment workbook and evidence submissions.
Read each checklist item and tick the box only if
you confirm that the item is a true and accurate
reflection of the signature authentication you have
conducted.
Checklist Completed
I have checked the signature provided by the candidate in the Assessment
Workbook Cover Sheet against the signature they provided to the Training
Provider.
I confirm the signature provided by the candidate in the Assessment Workbook
Cover Sheet matches the signature they provided to the Training Provider. 
I confirm ALL signatures provided by the candidate in their evidence submissions
match with the signature they provided to the Training Provider. 
Third-Party Verification Log
Instructions for the Assessor:
You are required to contact all third-party personnel involved in the candidate’s assessment to
verify the candidate’s performance and evidence submissions and to confirm with them whether the
candidate’s evidence submissions are true and accurate.
Complete this Third-Party Verification Log to document your completion of this process. When
completing this log, provide all of the following required information for each third-party personnel:
 Name of third-party personnel contacted
 Role in the candidate’s assessment (e.g. workplace supervisor, observer, or candidate)
 Contact details (phone number or email address)
 Date contacted
You must also confirm that third-party personnel have verified the candidate’s evidence
submissions are true and accurate.
Name of Third-
party
Contacted
Role in the
Candidate’s
Assessment
Contact
Details (Phone
number or
email address)
Date
contacted
Third-Party verifies
evidence submissions
of the candidate are
true and accurate?
Yes  No 
Assessor’s Notes
Yes  No 
Assessor’s Notes
Yes  No 
Assessor’s Notes
Yes  No 
Assessor’s Notes
Overall Result for this Workbook S NYS
Overall Result  
Assessor’s comments/feedback

End
of
Record of Assessment (For the Assessor’s Use Only)
End of Document
Assessor Declaration
I declare that the results recorded in this Record of
Assessment are true and accurate.
Assessor’s name Assessor’s signature
Date signed

Signature Authentication Checklist
This checklist will guide you in authenticating the
signatures provided by the candidate in their
assessment workbook and evidence submissions.
Read each checklist item and tick the box only if
you confirm that the item is a true and accurate
reflection of the signature authentication you have
conducted.
Checklist Completed
I have checked the signature provided by the candidate in the Assessment
Workbook Cover Sheet against the signature they provided to the Training
Provider.
I confirm the signature provided by the candidate in the Assessment Workbook
Cover Sheet matches the signature they provided to the Training Provider. 
I confirm ALL signatures provided by the candidate in their evidence submissions
match with the signature they provided to the Training Provider. 
Third-Party Verification Log
Instructions for the Assessor:
You are required to contact all third-party personnel involved in the candidate’s assessment to
verify the candidate’s performance and evidence submissions and to confirm with them whether the
candidate’s evidence submissions are true and accurate.
Complete this Third-Party Verification Log to document your completion of this process. When
completing this log, provide all of the following required information for each third-party personnel:
 Name of third-party personnel contacted
 Role in the candidate’s assessment (e.g. workplace supervisor, observer, or candidate)
 Contact details (phone number or email address)
 Date contacted
You must also confirm that third-party personnel have verified the candidate’s evidence
submissions are true and accurate.
Name of Third-
party
Contacted
Role in the
Candidate’s
Assessment
Contact
Details (Phone
number or
email address)
Date
contacted
Third-Party verifies
evidence submissions
of the candidate are
true and accurate?
Yes  No 
Assessor’s Notes
Yes  No 
Assessor’s Notes
Yes  No 
Assessor’s Notes
Yes  No 
Assessor’s Notes
Overall Result for this Workbook S NYS
Overall Result  
Assessor’s comments/feedback

End
of
Record of Assessment (For the Assessor’s Use Only)
End of Document
Assessor Declaration
I declare that the results recorded in this Record of
Assessment are true and accurate.
Assessor’s name Assessor’s signature
Date signed