Assessor Resource

BSBSMB410A
Review and implement energy efficiency in business operations

Assessment tool

Version 1.0
Issue Date: May 2024


This unit applies to individuals who use analytical and problem-solving skills and take responsibility for adopting and promoting approaches that will improve energy efficiency.

This unit describes the performance outcomes, skills and knowledge required to undertake a structured review and analysis of data relating to energy use, and to plan for and implement energy efficiency in a small business or work area in a larger organisation.

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

Prerequisites

Not applicable.


Employability Skills

This unit contains employability skills.




Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

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

Overview of assessment

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

Evidence of the ability to:

measure energy use, using at least two different tools

propose improvements and document a plan for energy efficiency based on the analysis of data and information

use outcomes from a cost-benefit analysis to prioritise energy-efficiency improvements

implement the energy efficiency plan and make improvements

monitor and review improvements.

Context of and specific resources for assessment

Assessment must ensure:

access to relevant documentation

candidate’s individual business need is used as the basis for assessment.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

portfolio of prioritised information relating to energy-efficiency options relevant to the business

oral or written questioning to assess:

knowledge of energy-efficiency options relevant to the candidate’s business

cost-benefit analysis

business case and implementation plan.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

BSBSMB404A Undertake small business planning

BSBSMB405B Monitor and manage small business operations

BSBSMB411A Manage specialist external advisory services.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Required skills

analytical skills to identify energy use and assess its impact on products and services

communication skills to:

request information from diverse sources

convey information on energy efficiency to internal and external colleagues

literacy skills to:

interpret technical information relating to energy and business documents, such as invoices and quotes

develop a an implementation plan or business case for energy efficiency

numeracy skills to calculate, analyse and compare usage data, including associated costs

research skills to source and analyse information about energy efficiency.

Required knowledge

key energy efficiency terms and concepts

amount and type of energy used in the business

sources of information about energy efficiency and options specific to the business

key components of an implementation plan or business case for energy efficiency.

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

Key drivers may include:

anticipated carbon price, carbon tax or carbon trading scheme

financial: reduce energy and business operating costs

non-regulatory need, such as customer or supply chain requirements

regulatory or compliance need, including head office or franchise requirements

social, economic and environmental concerns:

triple bottom line

corporate social responsibility (CSR).

Types of energy may include:

electricity: non-renewable and renewable

fuel: biofuel, petrol, diesel, liquefied petroleum gas (LPG), natural gas LPG, oil, and solid.

Energy use may include:

air conditioning

appliances, such as office and IT equipment

heating

lighting

production and service equipment and machinery

refrigeration

vehicles, car fleet and other forms of transportation

ventilation.

What and how it will be measured may include:

energy units:

electrical units – watts, amperes (amps), voltage (volts)

gas units – joules (kilojoule, megajoule, gigajoule)

financial

indicators of performance, such as customer feedback

quantity measurements:

fuel units – litres, cubic metre, and barrel

time measurement

estimations.

Cost-benefit analysis may include:

analysis of opportunities and risks, considering:

cost savings

customer satisfaction

marketing opportunities

new business opportunities

payback period

profit margins

short and long-term benefits

comparison of current costs with potential costs.

Business case may include:

discussion with decision makers

documented proposal

summary of financial information

whiteboard or visual management board analysis.

Energy-efficient improvements may include:

adopting energy-efficient equipment and technologies, such as:

LED lighting

variable speed electric motors

conducting a formal energy audit or assessment

energy trading

exploring energy efficiency schemes, subsidies, rebates and discounts

fuel conversions and fuel switching

implementing cogeneration or tri-generation energy solutions

installing energy monitoring devices or equipment

installing insulation

installing rooftop solar photovoltaic systems

installing timer switches

lighting upgrades

on-site electricity generation

optimising heating, ventilation and air conditioning systems

replacing major equipment with energy-efficient alternatives

revising business practices and operational procedures

using renewable energy.

Opportunities and risks may include:

opportunities:

improved triple bottom line

marketing

new business

reduced costs

risks:

increasing costs

loss of opportunities

outdated equipment.

Energy efficiency plan may include:

budget document

business case or plan

checklists

team or section plan

visual management tools and items.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Determine and rank in order of importance the key drivers for improving energy efficiency in the business 
Identify types of energy that are used in the business and what the energy is used for 
Decide what will be measured and how it will be measured 
Source and use tools such as checklists and spreadsheets to collate the energy use measurements 
Source and seek the advice of specialist advisors if required to assist with measuring and analysing energy use 
Measure and record the use of the different types of energy used in the business 
Estimate the use of energy where direct measurement is not possible 
Analyse energy use for trends, and compare with industry standards where appropriate 
Interpret data and advice provided by specialist advisors if used 
Propose methods to improve energy efficiency based on analysis of energy use and related information 
Undertake a cost-benefit analysis of the proposed methods to determine the business case for making changes 
Identify energy-efficiency improvements that can be implemented immediately, and those which require further consideration or are longer-term goals 
Prioritise energy-efficiency improvements considering business opportunities and risks relating to managing energy use 
Develop a plan to show what will be done, and how and when, and document it following organisational requirements 
Communicate the energy efficiency plan and requirements to staff to engage them in implementing the energy-efficiency improvements 
Seek suggestions and feedback from staff 
Implement the changes to improve energy efficiency 
Monitor implementation; make adjustments to practices, resources and training as required; and measure improvements 

Forms

Assessment Cover Sheet

BSBSMB410A - Review and implement energy efficiency in business operations
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

BSBSMB410A - Review and implement energy efficiency in business operations

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: