Assessment - Acquisition
Identify and develop an acquisition plan for 3 different types of assets.
Assessment
You will be required to develop a plan for acquisition for three different types of assets for Bunyip Investments Pty Ltd (nominated by your trainer)
Assessment methods and instructions
You are require to provide:
- A brief report identifying the asset recommended to be acquired. How it was identified as required and why ( the new asset, replacement asset, refurbishment of an asset) and how it would benefit the business, including any sustainability information relevant to the procurement, use and retirement of the asset
- A specification sheet to assist in selecting the correct and appropriate asset identified (e.g. description, standards, purpose, technical requirements or detail, design and functionality)
- Notes as to any specialist assistance that may be required, builders, tradesmen, finance, accounting,
- Notes of the contract for acquisition special clauses and or requirements
- Prepare an analysis of the financial options (e.g. purchase, lease loan, rent, and shareholder funds) for procurement, the life cycle of the proposed asset and the tax implications including a depreciation schedule, the depreciation method used and why. Also notes on warrantees offered, insurance, asset maintenance costs.
- A commissioning document for the asset
This assessment activity requires you to submit a portfolio of acquisition orientated documents:
- An explanation to show the method and reasoning behind 3 different types of asset acquisitions
- A specification sheet for each asset to be acquired
- Notes on any sustainability considerations or issues with each asset
- Contract notes highlighting special clauses and or requirements
- A financial report analysing various financing options and suggesting the recommended financing option for the asset ( excel workbook)
- A depreciation schedule for the life cycle of the asset proposed with an explanation of the method chosen
- Notes in reference to any specialist assistance that me required
- An explanation of retirement at end of life procedures for the asset: sale, scrap, refurbishment etc.
- Commission document for the asset
Assets to be acquired:
1. Replacement of under bench glass washing machine short cycle for Gordon
2. Renovation of the Lindsay property
3. Replace lighting - energy reduction
Attachment:- Acqusition.rar