You are to form a group of 3 or 4 (no more, no less!) with students from the same class.
你是形成一组3或4（不，不！）在同一个班的学生。
One person from the group must email your lecturer, stating:
从一组人必须将您的讲师，说明：
1. The full names, student numbers and email addresses of each group member.
1。姓名，学生人数和各小组成员的电子邮件地址。
2. Your class day and class time.
2。你的课一天上课时间。
3. A list of the thirteen companies below, arranged in your preferred order. Your lecturer will inform you by return email which company you have been assigned. It is on a first-in, first-served basis (so get your email in early to maximise your chance of getting your most preferred company assigned to your group).
3。一个列表下面的十三家公司，安排在你的优先顺序。你的老师会通知您回复邮件，公司给了你。这是第一次，先得（这么早来最大化你的大多数优先公司分配给你的团队的机会得到您的电子邮件）。
AGL Nufarm Amcor Origin Energy BHP Billiton Qantas BlueScope Steel Rio Tinto Brambles Santos CSR Westfield
AGL Nufarm Amcor公司Origin Energy必和必拓澳大利亚博思格钢铁力拓桑托斯CSR Westfield荆棘
Iluka
伊鲁卡
For the company assigned by your lecturer, you are to come up with a capital expenditure initiative.
用你的讲师分公司，你能想出一个资本支出计划。
Your analysis and presentation is for the Finance Director of the company. The capital expenditure initiative must be based on an Energy Efficiency initiative that you formulate. The initiative must align to the corporate sustainability principles of the company and should reduce carbon emissions by direct abatement. Your group is a team of management accountants.
你的分析和演示的是公司的财务总监。资本支出计划必须是基于能源效率计划，你制定。主动，必须对公司的企业可持续发展的原则和应减少通过直接减少碳排放。你的小组是一个团队的管理会计师。
Your group must submit and present your analysis in three formats:
你的小组必须提交和三格式的分析：
A. Excel – financial modelling
A. Excel–金融建模
B. Word – written report
B.句–书面报告
C. PowerPoint – for in-class presentation in week starting 20th May (7 minutes per group).
C. PowerPoint–在课堂报告从第二十周（每组7分钟）。
Extracts from Excel are to be included in your Word report and PowerPoint presentation.
提取物的Excel将包含在您的Word和PowerPoint演示报告。
The APPENDIX of this document outlines what you must do for the Energy Efficiency initiative.
本文档的附录概述了你必须做为能源效率计划。
2. EXCEL
2。Excel
The Finance Director will review your financial modelling. He is under huge pressure to deliver successful Energy Efficiency initiatives that satisfy shareholder value expectations. He will need to be very comfortable with your technical execution. Like many senior managers, he is extremely time poor and needs to be communicated to very concisely. He needs to quickly understand the design of your models, as well as assumptions and limitations. Whilst he needs to know that detailed modelling has been performed, he is only interested in reviewing at a high level.
财务董事会审查你的财务模型。他将成功的能源效率措施，满足股东的期望值在巨大的压力下。他需要你的技术执行很舒服。像许多高级经理，他非常的时间差，需要传达非常简洁。他需要快速的了解你的模型的设计，以及假设和局限性。当他需要知道详细的建模已经执行，他是在一个高层次的唯一感兴趣的回顾。
Excel extracts that are used in the written report or PowerPoint presentation should be appropriately formatted. For example, present figures in $millions (e.g., $0.18m for $180,000).
Excel提取物中所使用的书面报告或PowerPoint演示文稿应适当格式化。例如，在百万美元目前的数据（例如，为0.18米180000美元）。
You must briefly present your financial models during the in-class presentation.
你必须简单地在课堂报告提出你的财务模型。
You must also email your excel file to your lecturer.
您还必须将您的Excel文件到你的讲师。
3. WORD
3。字
The Finance Director is your audience. It should be very clear what the document is about, what the analysis implies, and what recommendations you are making (if any) for future progression of the initiative. Include evaluation of how the initiative is aligned with the business’ strategy.
财务总监是你的听众。它应该是非常清楚的文档，分析意味着什么，你有什么建议（如果有的话）的未来发展倡议。包括评价如何主动与企业战略一致。
You will lose marks if you include superfluous information in the report. The Finance Director is highly knowledgeable and will be irritated by time wasted reading an unfocussed report. He wants the report to present only pertinent informati4. POWERPOINT
如果你在报告中包括多余的信息失去痕迹。财务总监是知识渊博的，将被浪费的时间阅读不聚焦的报告激怒。他希望该报告提出相关的informati4。PowerPoint
The Finance Director is your audience. Your presentation must include Excel extracts, headline statements and all critical information including:
财务总监是你的听众。你的报告必须包括Excel提取物，标题语句和所有重要的信息包括：
Financial information [the annual impacts to earnings before interest and tax (EBIT), capital expenditure (CAPEX), net present value (NPV) and internal rate of return (IRR)].
金融信息[税息前利润（EBIT）每年的影响，资本支出（CAPEX），净现值（NPV）和内部收益率（IRR）]。
Contribution towards corporate sustainability and energy efficiency.
贡献对企业的可持续发展和能源效率。
You will present the PowerPoint slides during your in-class presentation. You must present the PowerPoint slides that you submit with your Word and Excel files on the due date (see Section 9).
你会在你的课堂报告当前幻灯片。你必须出示幻灯片，您提交您的Word和Excel文件的日期（见9节）。
5。最大长度
The Excel and PowerPoint files have no size restrictions.
在Excel和PowerPoint文件没有大小限制。
The written report must be formatted as follows:
书面报告必须格式如下：
Margins of 2.5cm (all four margins)
缘2.5cm（四的利润率）
Adequate spacing between lines and paragraphs
足够的间距线和段落之间
Font size of 11
字体大小11
Maximum page length = 10 + Peer Review Sheet + Cover Page2 + Reference List
最大页面长度= 10 +同行评审表+盖第2页+参考列表
Pages beyond the maximum length will NOT be read or marked – remember that the Finance Director is extremely time-poor!
超出最大长度的页面将不会被读取或标记–记住时间非常糟糕的财务总监！
6. IN-CLASS PRESENTATION
6。课堂演示
Your group’s presentation time-slot will be 7 minutes, being a 5 minute one-way presentation followed by 2 minutes of questioning by the Finance Director (i.e., your lecturer).
你们组的呈现时隙为7分钟，在5分钟的单向演示随后2分钟的提问（即财务总监，你的讲师）。
You MUST quickly present the structure of your Excel file as well as your PowerPoint file. During question time the Finance Director may ask questions about details in your financial models.
你必须很快地对您的Excel文件结构以及您的PowerPoint文件。问题可能在你的财务总监财务模型问的细节中。
You must bring to class a USB stick with both your PowerPoint and Excel file (all separate excel files must be merged into a single file for submission).
你必须给班上的一个USB棒与您的PowerPoint和Excel文件（所有单独的Excel文件必须合并到一个文件提交）。
Your presentation should be professional, in terms of content and delivery. We expect you to do some research to learn about making a high quality presentation, e.g.:
你的表现应该是专业的，在内容和交货条款。我们希望你做一些研究，学习如何制作高质量的表现，例如：
7. GROUPS
7。组
Students must organise themselves into groups of 3 or 4 students from the same class – no other size is permissible. If you are unable to join such a group by week 5 you must contact your lecturer.
学生必须自己组织成来自同一类3或4个学生团体–没有其他尺寸的允许。如果你无法参加这样一组5周后，你必须联系你的讲师。
Expectations are that you will function collaboratively in each part of the assignment. This does not mean one person does question 1, another question 2 etc. Each question should be done as a group.
期望你会在分配各部分协同功能。这并不意味着一个人问题1，另一个问题，每个问题2等应做一组。
When you hand-in your assignment you must include the PEER REVIEW SHEET attached to the end of this document.
当你的手在你的任务你必须包括同行评审表附于本文件结尾。
We suggest you set up a Dropbox for file sharing with your group members (www.dropbox.com).
我们建议你建立一个Dropbox文件与小组成员分享（www.dropbox。COM）。
8. BUSINESS WRITING
8。商务写作
The writing style must be a non-academic report - see the Guide to writing assignments issued by the UTS Business School: Remember that the Finance Director must make some difficult decisions under a lot of pressure from CEO and the Board. He needs the key facts and figures presented in a simple and concise way. Although the report is to be in a non-academic style, you must reference appropriately to avoid plagiarism.
写作风格必须是非学术报告看写的UTS商学院颁发的作业指南：记住，财务总监必须很大的压力下首席执行官和董事会作出一些艰难的决定。他需要的关键的事实和数据在一个简单明了的方式介绍。虽然该报告是在一个非学术风格，你必须参考适当避免剽窃。
9. SUBMITTING YOUR FILES
9。您提交的文件
Submission time and date for all formats is by 10am Tuesday 14th May. The in-class presentations are in the following week.
所有的格式提交时间和日期是由10月第十四日星期二。在课堂演讲是在接下来的一周。
1. Soft copies
1。软拷贝
a. TurnItIn
A. Turnitin
You must submit the Word report to TurnItIn (a system that checks for plagiarism and cheating), found on UTS Online in the Assessments folder.
你必须提交文字报告Turnitin（一个系统，对剽窃、作弊检查），发现在UTS评估在线文件夹。
b. USB
B. USB
You must bring your Excel and PowerPoint files for the in-class presentation on a USB stick.
你必须把你的Excel和PowerPoint文件的课堂报告上的USB棒。
c. Excel
C. Excel
You must email to your lecturer a single Excel workbook that contains all your financial modelling.
你必须电邮给您一个Excel工作簿讲师包含你所有的金融建模。
2. Hard copies
2。硬拷贝
The hard copies must be handed-in to:
硬拷贝必须交给：
Assignment Box 10, Level 3 outside the School of Accounting.
分配箱10，3级的外部会计学校。
a. Word: 1 copy.
A.词：1份。
b. Excel: 1 copy of the key parts of your modelling - not to exceed 10 pages.
B. Excel：1份你建模的关键部件—不要超过10页。
c. PowerPoint: 1 copy.
C. PowerPoint：1份。
A completed PEER REVIEW SHEET (as found at the end of the group assignment document) MUST be attached to the bundle of hard copies that you hand-in. Assignments without this will not be marked.
一个完成的同行评审表（在小组作业文件结束，如发现）必须连接到硬拷贝的包，你的手。作业没有将不会被标记。
10. MARKING GUIDE
10。标识指南
The main learning objective is for you, within a group, to gain practice in producing business cases. There are three components:
学习的主要目的是为你，在一个组，在生产经营的情况下获得实践。有三个组成部分：
1. Assembly of the numbers, i.e., technical correctness.
1。组件的数量，即，技术的正确性。
2. Research and discussion.
2。研究和探讨。
3. Presentation of the business case, i.e., communication to a senior management audience.
3。介绍业务的情况下，即，通信，高级管理层的观众。
The business cases have an Energy Efficiency theme. This is in keeping with the UTS commitment to equip graduates with skills to positively contribute to sustainable development. Your work will be assessed as per the following 12 criteria: Word document – written report:
商业案例有能源效率的主题。这是符合UTS致力于培养学生技能，积极促进可持续发展。你的工作将评估按以下12个标准：Word文档–书面报告：
1. Executive Summary and overall ‘business style’ presentation.
1。执行摘要和整体的经营风格的表现。
2. Conciseness and readability of discussion of financial analysis.
2。简洁和可读性的财务分析的探讨。
3. Quality of information to aid decision-making.
3。质量信息，辅助决策。
4. Quality of research, references and discussion of alternatives.
4。质量的研究，参考和讨论的替代品。
Excel建模：
5. Clarity and organization of model structure.
5。清晰度和模型结构组织。
6. Material completeness and comprehensiveness.
6。材料的完整性和综合性。
7. Technical correctness, accuracy of inputs & outputs.
7。技术的正确性，对输入和输出的准确性。
8. Decision-making usefulness. Presentation & Powerpoint:
8。决策有用性。PowerPoint演示：
9. Clarity of explanation of the main issues.
9。的主要问题解释清楚。
10. Smoothness of in-class presentation delivery.
10。在课堂上呈现平滑。
11. Apparent level of preparation for in-class presentation.
11。对课堂演讲准备的显著水平。
12. Presenters’ level of familiarity with important details.
12。主持人的水平具有重要的细节熟悉。
Broadly, here is what your lecturer is looking for in a high quality assignment: Word
广泛地说，这里是你的讲师是在寻找高质量的任务：字
This is a business style report for a non-academic ‘insider’. It must provide concise and easily readable advice and information to aid decision-making. It must include explanation of major conceptual points with simple definitions and explanation of relevant terminology
这是一个非学术的内部经营方式报告。它必须提供简洁、易读的信息咨询和辅助决策。它必须包括简单的定义及相关术语解释解释的主要概念
An appropriate structure will include headings, sub-headings, bullet-points, tables and figures. It must be easy for the Finance Director to understand the structure, and be able to selectively read sections of the whole report rather than the whole thing from start to finish. The structure must include Executive Summary, Introduction, Discussion of Key Findings, and Conclusion.
一个适当的结构包括标题，副标题，要点，表格和数字。它必须为财务总监了解结构简单，并能选择性地阅读部分的整个报告而不是从一开始就全部搞定。结构必须包括执行摘要，引言，主要结果和结论的讨论。
You MUST INCLUDE an Executive Summary. It will be sent to the CEO so it must be comprehensive and describe the ‘big picture’ and the main ‘numbers’ (e.g., EBIT, NPV, IRR).
你必须包括执行摘要。它将被发送到首席执行官必须全面描述了“大图片”和主要的“数字”（例如，息税前利润，NPV，IRR）。
A high quality report will:
一个高质量的报告：
analyse the information, and evaluate it critically.
分析信息，并评估它的批判。
identify problems and offer solutions.
识别问题并提供解决方案。
form recommendations for action.
形式提出行动建议。
speculate about future trends and impacts.
推测未来的趋势和影响。
Excel
Excel
Financial models are clearly structured, with supporting tables in separate tabs that build-up from a detailed breakdown.
金融模型结构清晰，支持在不同的标签表，从详细的故障恢复。
Input and output tables are clear and separate.
输入和输出表是明确的，单独的。
Tables logically present key components (e.g., energy saved, costs, benefits, EBIT, assumptions and parameters).
表逻辑提出关键部件（例如，节约能源，成本，效益，假设和参数的息税前利润，）。
The model is materially complete and comprehensive.
模型实质上是完整的和全面的。
The model is technically correct, e.g., cashflows are on an after-tax basis and treatments are conventional.
模型在技术上是正确的，例如，现金流是一个税收基础和处理后的传统。
Much of the impression you make will be via the pages that you print-off and hand-in, and also when you present the models in-class. If the lecturer is unsure of your work, he will not be able to give you many marks.
多少你给人留下的印象将通过页面打印出来并且手，而且当你在课堂上展示模型。如果讲师是不确定你的工作，他将无法给你许多标志。
PowerPoint
PowerPoint
Your presentation needs to contain all the important information. The Finance Director will not have read your Word document or Excel file prior to your presentation – so it needs to include all the important information.
你的演讲需要包含所有重要的信息。财务董事会没有读过你的Word文档和Excel文件到您的演示文稿–之前，所以需要包括所有重要的信息。
High quality PowerPoint slides have clear messages, are uncluttered and contain essential information only. Here are the main criteria:
高质量的PowerPoint幻灯片清楚的信息，都要包含必要的信息。这里是主要的标准：
Introduction - purpose explained; concise and to the point.
简介目的解释；简明扼要。
Explanation and illustration of major conceptual points. Definition and explanation
解释和说明的主要概念。定义和解释
of relevant terminology.
相关术语。
Organisation and development of material - continuity in the flow of ideas.
组织和发展的物质-流动的思想的连续性。
Audience interest. Were the main issues explained in an easy to understand manner.
听众的兴趣。是主要的问题，在一个易于理解的方式解释。
Presentation to time – too short; too long.
介绍–太短，太长时间。
Concluding remarks - effectiveness of summary comments.
结语总结性的评论。
Much of the impression you make will be when you present the slides in-class. At the end of your presentation, you will be asked tough questions. All group members should be present so that the person best placed to answer a particular question is present (even if they are not one of the presenters).
多让你的印象将是当你在课堂上展示的幻灯片。在演讲结束时，你会问尖锐的问题。所有小组成员应使最适合回答这个问题的人是存在的（即使他们不是人）。
11. REFERENCE DOCUMENTS
11。参考文献
PRIMARY
原发性
The company that your lecturer will assign to you will have its own Sustainability Reporting documents for you to study and reference.
公司：你的老师会给你将有自己的可持续发展报告供您学习和参考文件。
二
i. Cooremans, C., 2011, Make it Strategic! Financial investment logic is not enough. Energy Efficiency (download as PDF from UTS Library online)
我cooremans，C，2011，使其战略！金融投资逻辑是不够的。能源效率（下载为PDF从悉尼科技大学图书馆在线）
ii. Department of Resources, Energy and Tourism (RET). 2010. Energy Efficiency Opportunities: Representative Assessment Guide, URL:
II。部门的资源，能源和旅游（RET）。2010。能源效率的机会：有代表性的评估指南，URL：
APPENDIX:
附录：
The Finance Director has fully delegated the conceptual development of this business case to your group. Your group must conceptualise an Energy Efficiency initiative, for a clearly articulated part of the company.
财务主任完全委派这个业务案例的概念发展你的团队。你的团队必须构思的能源效率计划，一个明确的公司的一部分。
You will find a large number of possible ideas on the internet and via the reference documents. You can also come up with your own idea. For example, the project could be a change in the administration, functional or operational part of a division. Adoption of changes already made in other divisions will score you lower marks than would a more complex project like a process (operational) change.
你会发现大量的可能的想法，在互联网上，通过参考文献。你也可以提出你自己的想法。例如，可以将项目管理中的变化，功能或操作的一部分。在其他部门已经通过改变将分数较低的标志会比你更复杂的项目，像一个过程（操作）的变化。
Your concept-stage analysis must include high level financial analysis, underpinned by clearly disclosed assumptions and proxies where needed. You should recommend what future steps might be taken to progress the analysis through the feasibility and approval request stages. Or you may even find that your concept has inadequate financial benefits to satisfy normal investment criteria (assume a hurdle rate of 12.5%), in which case you should argue why the project may have merit regardless.
你的概念阶段的分析必须有高水平的财务分析，明确了需要假设和代理支持。你应该推荐什么未来可能采取的步骤，以进步的分析通过和批准请求阶段的可行性。或者你可能发现你的概念已满足正常的投资标准的不足，财务效益（假设一个12.5%收益率），在这种情况下，你应该认为该项目可能有价值无论。
Tasks:
任务：
Discuss whether or not the initiative falls under Scope 1, 2 or 3 of the Clean Energy Act 2011 (see footnote on previous page). Include appropriate treatment of carbon tax in financial analyses – this is critical. 3
讨论是否主动落在范围1，2或3的2011个清洁能源法案（见上页脚注）。包括财务分析碳税的适当的治疗，这是至关重要的–。3
Prepare a financial model using publically available data and sensible assumptions. Your outputs should include (where appropriate): annual impacts to COGS, GP, Period Expenses, EBIT, CAPEX, and NPV and IRR.
使用公开可用的数据和合理的假设，准备一个金融模型。你的输出应包括（适当的）：年度影响齿轮，GP，期间费用，税前利润，资本支出，和NPV和IRR。
Provide a table of the parameters and assumptions in your financial model, with appropriate referencing.
在你的财务模型提供了一个表的参数和假设，适当的引用。
Your report must include:
你的报告必须包括：
o A concise description of the project and assumptions, clearly articulating which parts
O的项目和假设一个简洁的描述，清楚地阐明这件
of the company would be affected.
本公司将受到影响。
o Appropriate tables summarising and detailing the financial analyses that you have performed.
适当的表总结和详细说明你已经进行财务分析。
o The reasons why the company should (or should not) progress the project into further (i.e., feasibility) analysis.
哦，为什么公司应该（或不应该）项目进度的进一步的（即，可行性）分析。
o The costs and benefits of your project, including ‘intangible’ costs and benefits which you may not be able to measure (such as branding).
哦，你的项目的成本和收益，包括“无形的成本和收益，你可能无法测量（如品牌）。
o An evaluation of the extent to which the project is aligned with the company’s strategy and how they contribute to the overall goal of energy saving and direct emission abatement.
哦，评估在何种程度上的项目与公司的战略和他们如何节能减排的总体目标直接对准。
If you are unsure whether your project idea is truly an ‘Energy Efficiency’ initiative, email your lecturer and ask him.
如果你不确定是否你的项目的想法是一个真正的“能源效率”的倡议，将您的讲师问他。
二
i. Cooremans, C., 2011, Make it Strategic! Financial investment logic is not enough. Energy Efficiency (download as PDF from UTS Library online)
我cooremans，C，2011，使其战略！金融投资逻辑是不够的。能源效率（下载为PDF从悉尼科技大学图书馆在线）
ii. Department of Resources, Energy and Tourism (RET). 2010. Energy Efficiency Opportunities: Representative Assessment Guide, URL:
II。部门的资源，能源和旅游（RET）。2010。能源效率的机会：有代表性的评估指南，URL：
APPENDIX:
附录：
The Finance Director has fully delegated the conceptual development of this business case to your group. Your group must conceptualise an Energy Efficiency initiative, for a clearly articulated part of the company.
财务主任完全委派这个业务案例的概念发展你的团队。你的团队必须构思的能源效率计划，一个明确的公司的一部分。
You will find a large number of possible ideas on the internet and via the reference documents. You can also come up with your own idea. For example, the project could be a change in the administration, functional or operational part of a division. Adoption of changes already made in other divisions will score you lower marks than would a more complex project like a process (operational) change.
你会发现大量的可能的想法，在互联网上，通过参考文献。你也可以提出你自己的想法。例如，可以将项目管理中的变化，功能或操作的一部分。在其他部门已经通过改变将分数较低的标志会比你更复杂的项目，像一个过程（操作）的变化。
Your concept-stage analysis must include high level financial analysis, underpinned by clearly disclosed assumptions and proxies where needed. You should recommend what future steps might be taken to progress the analysis through the feasibility and approval request stages. Or you may even find that your concept has inadequate financial benefits to satisfy normal investment criteria (assume a hurdle rate of 12.5%), in which case you should argue why the project may have merit regardless.
你的概念阶段的分析必须有高水平的财务分析，明确了需要假设和代理支持。你应该推荐什么未来可能采取的步骤，以进步的分析通过和批准请求阶段的可行性。或者你可能发现你的概念已满足正常的投资标准的不足，财务效益（假设一个12.5%收益率），在这种情况下，你应该认为该项目可能有价值无论。
Tasks:
任务：
Discuss whether or not the initiative falls under Scope 1, 2 or 3 of the Clean Energy Act 2011 (see footnote on previous page). Include appropriate treatment of carbon tax in financial analyses – this is critical. 3
讨论是否主动落在范围1，2或3的2011个清洁能源法案（见上页脚注）。包括财务分析碳税的适当的治疗，这是至关重要的–。3
Prepare a financial model using publically available data and sensible assumptions. Your outputs should include (where appropriate): annual impacts to COGS, GP, Period Expenses, EBIT, CAPEX, and NPV and IRR.
使用公开可用的数据和合理的假设，准备一个金融模型。你的输出应包括（适当的）：年度影响齿轮，GP，期间费用，税前利润，资本支出，和NPV和IRR。
Provide a table of the parameters and assumptions in your financial model, with appropriate referencing.
在你的财务模型提供了一个表的参数和假设，适当的引用。
Your report must include:
你的报告必须包括：
o A concise description of the project and assumptions, clearly articulating which parts
O的项目和假设一个简洁的描述，清楚地阐明这件
of the company would be affected.
本公司将受到影响。
o Appropriate tables summarising and detailing the financial analyses that you have performed.
适当的表总结和详细说明你已经进行财务分析。
o The reasons why the company should (or should not) progress the project into further (i.e., feasibility) analysis.
哦，为什么公司应该（或不应该）项目进度的进一步的（即，可行性）分析。
o The costs and benefits of your project, including ‘intangible’ costs and benefits which you may not be able to measure (such as branding).
哦，你的项目的成本和收益，包括“无形的成本和收益，你可能无法测量（如品牌）。
o An evaluation of the extent to which the project is aligned with the company’s strategy and how they contribute to the overall goal of energy saving and direct emission abatement.
哦，评估在何种程度上的项目与公司的战略和他们如何节能减排的总体目标直接对准。
If you are unsure whether your project idea is truly an ‘Energy Efficiency’ initiative, email your lecturer and ask him.
如果你不确定是否你的项目的想法是一个真正的“能源效率”的倡议，将您的讲师问他。