Posted: February 1st, 2022

BIZ201_Assessment 3 Brief_M3_Case Study Page 1 of 10 ASSESSMENT

BIZ201_Assessment 3 Brief_M3_Case Study Page 1 of 10
ASSESSMENT BRIEF
Subject Code and Title BIZ201 Accounting for Decision Making
Assessment Case Study Part A
Individual/Group Individual
Length 1500 words
Learning Outcomes
b) Apply relevant accounting concepts to simple
business scenarios.
c) Interpret and analyse the information contained
in general purpose financial statements,to
evaluate the overall financial position and
performance of a business.
Submission By 11:55 pm AEST/AEDT Sunday of Module 4 (Week 8)
Weighting 30%
Total Marks 100 marks
Context:
This assessment is aimed at consolidating knowledge from Modules 1-3. By prescribing this
assessment, you are able to reflect on the understanding of accounting concepts and be
able to apply them to business scenarios like given in this case study.
Instructions:
1. The case study below presents a business scenario. Answer questions in Part 1 and 2 at
the end of this case study.
2. Submit two files; Excel Workbook and the Business Report.
3. For calculation questions show all workingsthrough appropriate Excel formulas. Copy
pasted numbers without appropriate Excel formulas will not be accepted.
4. Submit your assessment files using the following naming convention:
First Name_Last Name_BIZ201_Case_Study A_Assessment3_Workbook.xlsx
First Name_Last Name_BIZ201_Case_Study A_Assessment3_Report.doc
BIZ201_Assessment 3 Brief_M3_Case Study Page 2 of 10
Crystal Hotel Case Study
Crystal Hotel Pty Ltd is a privately owned 3.5 stars hotel located in Parramatta CBD in Sydney. The
Hotel consists of 160 rooms with maximum capacity of 350 guests, a restaurant with capacity of 150
guests, a function room with maximum capacity of 250 guests and a conference room with
maximum capacity of 200 guests. The average price per room per night is $150.
While the hotel is located in a very popular location and close proximity to a river and the city
centre, it is becoming quite outdated. The owners rely heavily on their corporate clientele. Clients
usually use the hotel for their expat employees. Due to long-term contracts, they pay on credit
with invoices being issued at the end of each month. The hotel is often faced with outstanding
invoices. The owners have so far tolerated it as it usually occurs with their long-term clients.
Additionally, to the accommodation services, they often use hotel facilities for their functions and
conferences.
The hotel is constantly having difficulties retaining a good quality staff as they always get junior
personnel, which once gaining experience will usually leave for better opportunities in hotels with
higher ratings. The biggest issue is to retain high quality personnel in the hotel restaurant, especially
a chef.
The owners would like to increase the hotel star rating by renovating or refurbishing the hotel and
improving their services. They are thinking about building a Wellness Centre on the rooftop of the
hotel, which would include a massage treatment room, gym, spa, sauna and an outdoor pool.
As new plans will require quite extensive capital investment, the owners would like to know where
they stand financially before making any major decisions. You have been appointed to analyse their
financial statements and to give them an insight on which areas should be improved and analysed
further.
You are expected to conduct the financial statement analysis in Excel workbook and then use your
findings in creating a business report to be submitted to the client.
BIZ201_Assessment 3 Brief_M3_Case Study Page 3 of 10
Required:
Part 1 – to be done in Excel Workbook
This Excel Workbook is available on Blackboard under assessment section. Download it, perform
calculations on it and submit it.
1. Vertical analysis of financial statements:
a. Conduct Vertical Analysis of Crystal Hotel’s Statement of Financial Position as at 30
June 2018 using the Vertical Analysis SOFP worksheet. Round your numerical
answers to two decimal places.
b. Conduct Vertical Analysis of Crystal Hotel’s Statement of Profit and Loss for the year
ended 30 June 2018 using Vertical Analysis P&L worksheet. Round your numerical
answers to two decimal places.
2. Conduct Ratio Analysis using Ratio Analysis worksheet. Round your numerical answers to
two decimal places.
Part 2 – to be included in the Business report
3. Using the Income Statement Vertical Analysis prepared in Excel workbook, conduct Income
Statement comparative analysis to the industry benchmarks included in Table 1 and Table 2
of the Appendix.
Comment on how the business is performing comparing to the industry.
Include comments on Revenue, Cost of sales (excluding personnel costs), Personnel costs,
unallocated Operating costs and Total costs proportions.
Make recommendations on areas that need improvements or further investigation, based
on the results of your comparative analysis.
4. Using the results of the Ratio Analysis in Excel workbook, comment on Profitability,
Efficiency, Liquidity and Solvency of the business. With reference to the industry data
provided, make recommendations where appropriate.
5. There are additional industry specific performance indicators and benchmarks that the hotel
could use when comparing itself to the industry. Conduct a research and recommend 3
additional industry specific benchmarks the hotel could use in their comparative analysis.
Include a brief explanation of each benchmark you are recommending including formula
where appropriate.
BIZ201_Assessment 3 Brief_M3_Case Study Page 4 of 10
Appendix – Industry Data
Table 1 Vertical Analysis of Statement of Profit and Loss based on Number of Rooms
BIZ201_Assessment 3 Brief_M3_Case Study Page 5 of 10
Appendix – Industry Data
Table 2 Vertical Analysis of Statement of Profit and Loss based on Average Room Price Range
BIZ201_Assessment3 Brief_M3_Case Study 20190626 Page 6 of 10
Learning Rubric: Assessment 3
Assessment
Attributes
Fail
(Unacceptable)
0 – 49
Pass
(Functional)
50 – 64
Credit
(Proficient)
65 – 74
Distinction
(Advanced)
75 – 84
High Distinction
(Exceptional)
85 – 100
Grade
Description
(Grading Scheme)
High Distinction is
Fail grade will be
awarded if a student is
unable to demonstrate
satisfactory academic
performance in the
subject or has failed to
complete required
assessment points in
accordance with the
subject’s required
assessment points.
Pass is awarded for work
showing a satisfactory
achievement of all
learning outcomes and an
adequate understanding
of theory and application
of skills. A consistent
academic referencing
system is used and
sources are appropriately
acknowledged.
Credit is awarded for work
showing a more than
satisfactory achievement of
all learning outcomes and a
more than adequate
understanding of theory
and application of skills. A
consistent academic
referencing system is used
and sources are
appropriately
acknowledged.
Distinction is awarded for
work of superior quality
in achieving all learning
outcomes and a superior
integration and
understanding of theory
and application of skills.
Evidence of in-depth
research, reading,
analysis and evaluation is
demonstrated. A
consistent academic
referencing system is
used and sources are
appropriately
acknowledged.
awarded for work of
outstanding quality in
achieving all learning
outcomes together with
outstanding integration
and understanding of
theory and application of
skills. Evidence of
in‐depth research,
reading, analysis, original
and creative thought is
demonstrated. A
consistent academic
referencing system is
used and sources are
appropriately
acknowledged.
Application of Vertical
analysis of financial
statements
SLO Addressed:
c) Interpret and
analyse the
information
contained in
general
purpose
financial
Demonstrates no
application of vertical
analysis of Balance Sheet
and Income Statement.
Excel formulas are not
used for calculation.
Demonstrateslimited
application of vertical
analysis of Balance Sheet
and Income Statement. Few
correct Excel formulas are
used for calculation.
Demonstrates consistent
application of vertical analysis
of Balance Sheet and Income
Statement. Not all Excel
formulas used for calculation
are correct.
Demonstrates an advanced
application of vertical
analysis of Balance Sheet
and Income Statement.
Most Excel formulas used
for calculation are correct.
Consistently demonstrates
an advanced application of
vertical analysis of Balance
Sheet and Income
Statement. All Excel
formulas used for
calculation are correct.
BIZ201_Assessment3 Brief_M3_Case Study 20190626 Page 7 of 10
statements, to
evaluate the
overall financial
position and
performance of
a business.
22%
Calculation of
appropriate financial
ratios
SLO Addressed:
c) Interpret and
analyse the
information
contained in
general
purpose
financial
statements, to
evaluate the
overall financial
position and
performance of
a business.
16%
Demonstrates no evidence
of use excel formulas and
relevant worksheetsto
calculate appropriate
ratios.
Demonstrateslimited
evidence of use excel
formulas and relevant
worksheetsto calculate
appropriate ratios.
Demonstrates consistent
evidence of use excel
formulas and relevant
worksheetsto calculate
appropriate ratios.
Demonstrates an advanced
evidence of use excel
formulas and relevant
worksheetsto calculate
appropriate ratios.
Consistently demonstrates
an advanced evidence of
use excel formulas and
relevant worksheetsto
calculate appropriate ratios.
Comparison of Vertical
analysis of financial
statements calculations
with industry values
including comments on
various types of costs
No understanding of use
Vertical Analysis of
financialstatements
calculations prepared in
Excel for comparison to
industry values provided in
the Appendix.
Limited understanding of
use Vertical Analysis of
financialstatements
calculations prepared in
Excel for comparison to
industry values provided in
the Appendix.
Demonstrates consistent
understanding of use Vertical
Analysis of financial
statements calculations
prepared in Excel for
comparison to industry values
provided in the Appendix.
Well demonstrated
understanding of use
Vertical Analysis of financial
statements calculations
prepared in Excel for
comparison to industry
values provided in the
Excellent demonstrated
understanding of use
Vertical Analysis of financial
statements calculations
prepared in Excel for
comparison to industry
values provided in the
BIZ201_Assessment3 Brief_M3_Case Study 20190626 Page 8 of 10
SLO addressed:
b) Apply relevant
accounting
conceptsto
simple business
scenarios.
c) Interpret and
analyse the
information
contained in
general
purpose
financial
statements, to
evaluate the
overall financial
position and
performance of
a business.
23%
No comments on Revenue,
Cost of Sales, Personnel
Costs, Unallocated
Operating Costs and Total
Costs proportions.
Limited comments on
Revenue, Cost of Sales,
Personnel Costs,
Unallocated Operating Costs
and Total Costs proportions.
Some comments on Revenue,
Cost of Sales, Personnel Costs,
Unallocated Operating Costs
and Total Costs proportions.
Appendix.
Good comments on
Revenue, Cost of Sales,
Personnel Costs,
Unallocated Operating Costs
and Total Costs proportions.
Appendix.
Well commented on
Revenue, Cost of Sales,
Personnel Costs,
Unallocated Operating
Costs and Total Costs
proportions.
Understanding of
Profitability, Efficiency,
Liquidity and Solvency
of the business using
ratio analysis with
reference to industry
data
SLO addressed:
b) Apply relevant
accounting
conceptsto
simple business
scenarios.
c) Interpret and
No use of ratio analysisto
demonstrate the
understanding of
Profitability, Efficiency,
Liquidity and Solvency of
the business. No reference
to industry data is
provided.
Limited use of ratio analysis
to demonstrate the
understanding of
Profitability, Efficiency,
Liquidity and Solvency ofthe
business. Limited comments
were made with reference
to industry data provided.
Well-developed use of ratio
analysisto demonstrate the
understanding of Profitability,
Efficiency, Liquidity and
Solvency of the business.
Some comments are made
with reference to industry
data provided.
Thoroughly developed
understanding of
Profitability, Efficiency,
Liquidity and Solvency ofthe
business by using ratio
analysis. Good comments
were made with reference
to industry data provided.
Highly developed
understanding of
Profitability, Efficiency,
Liquidity and Solvency of
the business by using ratio
analysis. Recommendations
are clearly justified based
on reference to industry
data provided.
BIZ201_Assessment3 Brief_M3_Case Study 20190626 Page 9 of 10
analyse the
information
contained in
general
purpose
financial
statements, to
evaluate the
overall financial
position and
performance of
a business.
23%
Application of own
research to further
develop comparative
analysis of hotel
SLO addressed:
b) Apply relevant
accounting
conceptsto
simple business
scenarios.
c) Interpret and
analyse the
information
contained in
general
purpose
financial
statements, to
evaluate the
overall financial
position and
No evidence of own
research to provide
examples of three industry
specific benchmarksthe
hotel could use for further
comparative analysis. No
explanation of any
benchmark including
formulasis provided.
Limited evidence of own
research to provide
examples of three industry
specific benchmarksthe
hotel could use for further
comparative analysis.
Limited explanation of any
benchmark including
formulasis provided.
Consistent evidence of own
research to provide examples
of three industry specific
benchmarksthe hotel could
use for further comparative
analysis. Consistent
explanation of each
benchmark including formulas
is provided.
Demonstrates an advanced
evidence of own research to
provide examples of three
industry specific
benchmarksthe hotel could
use for further comparative
analysis. Well-developed
explanation of each
benchmark including
formulasis provided.
Highly sophisticated
evidence of own research to
provide examples of three
industry specific
benchmarksthe hotel could
use for further comparative
analysis. Thoroughly
developed explanation of
each benchmark including
formulasis provided.
BIZ201_Assessment3 Brief_M3_Case Study 20190626 Page 10 of 10
performance of
a business.
10%
Correct citation of key
resources and evidence
Overallstructure,
appearance and
referencing of the
report are assessed
6%
Demonstratesinconsistent
use of good quality,
credible and relevant
resourcesto support and
develop ideas.
Demonstrates use of
credible and relevant
resourcesto support and
develop ideas, but these are
not always explicit or well
developed.
Demonstrates use of high
quality, credible and relevant
resourcesto support and
develop ideas.
Demonstrates use of good
quality, credible and
relevant resourcesto
support and develop
arguments and statements.
Shows evidence of wide
scope within the
organisation for sourcing
evidence.
Demonstrates use of highquality, credible and
relevant resourcesto
support and develop
arguments and position
statements. Shows evidence
of wide scope within and
without the organisation for
sourcing evidence.

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