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									   Seminar for Third Consultation on New Senior
 Secondary Curriculum and Assessment Framework

Business, Accounting and Financial Studies

         Public Assessment

                 October 2006

          Learning Outcomes

• The public assessment of this subject is based on
  the NSS Curriculum and Assessment Guide (S4-6)
  Business, Accounting and Financial Studies
  (BAFS) jointly prepared by the CDC and HKEAA

• Candidates have to refer to the Guide for the
  knowledge, understanding and skills they are
  required to demonstrate in the assessment.

        Assessment Objectives
1. demonstrate knowledge and understanding of
   different areas of business;
2. apply such knowledge and understanding to
   familiar and novel situations;
3. analyse, synthesise and evaluate information in
   the context of business decisions, taking into
   account the integrated and dynamic nature of
   business problems; and
4. communicate facts, opinions, and suggestions in
   an effective manner
   Proposed Assessment Framework

Component                     Weighting Duration

Public      Paper 1:            32%
Examination Compulsory Part    (8040%)
                                          1 hr 15 mins

             Paper 2:
                                48%       2 hrs 30 mins
             Elective Part     (8060%)

School-based Assessment         20%       S5 and S6

                    Public Examination
 Paper 1
 Section A (60%) − multiple choice questions
 Section B (40%) − short questions
 All questions are compulsory.

 Paper 2

                       Paper 2A                   Paper 2B                Remarks
                     (accounting module)   (business management module)

Section A (25%) short questions            short questions
                                                                          All questions are compulsory.
Section B (50%) application problems case studies
                                                                          Candidates will be required to
Section C (25%) case/theory questions essay questions                     answer one out of two questions.

 Candidates are expected to integrate their knowledge and skills learnt in
 the compulsory part to demonstrate in-depth knowledge of the module
                    Question Types
Paper 1
                     Which of the following descriptions about the
(Compulsory part)
Multiple-choice          World Trade Organisation is INCORRECT?
questions            A.   It monitors national trade policies.
2005 CE              B.   It acts as a channel for settling international
Commerce 2 Q9             trade disputes.
                     C.   It provides technical assistance and support to
                          the less developed member countries.
                     D.   It provides export credit insurance to
                          exporters from the member countries.

                      Question Types
Paper 1
(Compulsory part)

Web-based Teacher
Development Course
on Personal Finance
for TE Teachers
Unit 1 – Assessment

                    Question Types
                         Valor Company acquired a machine on 1 January 2002. The machine has an
                         estimated useful life of 5 years. The depreciation charge for the first three
Paper 2A                 years was calculated for this machine using two different depreciation methods
                         as follows:
(Accounting module)
                                           Straight-line method               Reducing-balance method
Short questions                Year
                                                 (5 years)                        (50% per annum)
2006 HKCE                  2002                      $12 400                            $32 000
Principles of Accounts
Q2(B)                      2003                      12 400                             16 000

                           2004                      12 400                             8 000
                         You are required to:

                         (a)      State three causes of depreciation.

                         (b)      Calculate the cost of the machine and its estimated residual value.

                         (c)      Prepare journal entries to record the disposal of the machine based on
                                  the straight-line method, assuming that the machine was sold on
                                  30 September 2005 for $36 000 on credit. (Narrations are not required)

                Question Types

Paper 2A
(Accounting module)
application problems

2006 HKAL
Principles of
Accounts 2 Q5

                Question Types
Paper 2A
(Accounting module)

2006 HKAL
Principles of
Accounts 2 Q3

                  Question Types
                      (A)   The director of a limited company read the following in the
Paper 2A                    newspaper:
(Accounting module)
                             “The Financial Secretary said in the 2001-02 Budget Speech that
Case/theory                 starting from the accounts for fiscal year 2002-03, two separate sets
questions                   of Annual Accounts of the Government would be published, one
                            under the existing cash accounting convention and the other
                            prepared on an accrual basis.”
Sample HKAL
Principles of               Explain to the director how the two bases differ and whether the
Accounts 2 Q4               company could switch between them.

                      (B) “Every balance sheet of a company shall give a true and fair view of
                            the state of affairs of the company as at the end of its financial year,
                            and every profit and loss account of a company shall give a true and
                            fair view of the profit or loss of the company for the financial year.”
                            (Source: S123(1), Hong Kong Companies Ordinance)

                            How can a true and fair view be achieved in the context of the
                            Hong Kong financial reporting environment?

               Question Types
Paper 2B
(Business            試為一家現金短缺的公司,建議三個可改
management module)
Short questions

2005 HKAL Business
Studies 1 Q4

                     Question Types
                     NuWear is a casual wear retail chain in Hong Kong targeting children and young people. It entered the Mainland
                     market several years ago. Over the last three years, NuWear has set up more than 30 stores in the major cities in
                     the Mainland. Despite massive advertising and promotion efforts, sales were far from satisfactory. In fact,
                     NuWear’s Mainland operation has been in the red in the past two years. To deal with this situation, Mary and
Paper 2B             John, directors of the company, held a meeting to sort out the future strategy for the Mainland market.

(Business            Mary suggested: ‘Sales in the Mainland remain very low. We’d better find some ways to stop bleeding. I
                     suggest setting a standard for the net profit margin so that all shops failing to meet this standard would be closed
management           down.’

module) Case         John disagreed: ‘Relying on the net profit margin alone is too rigid and mechanical. Moreover, closing down
studies              branch shops would affect our image and arouse negative speculation. Our expansion in the last few years was
                     just too fast and most salespersons did not receive enough training. Our customers are not happy with the
                     services provided by them. Besides, the relationship between the management and the salespersons at the shops
                     is not good. Most managers are from Hong Kong whereas the salespersons are recruited from the Mainland.
                     The managers always complain about the difficulties in managing the Mainland salespersons whom they regard
2005 HKAL            as typical Theory-X employees. However, I disagree with this. I believe there may be communication problems
Business Studies 1   between them.’

Q7                   Questions:

                     (a)    Suggest two possible benefits to NuWear of entering the Mainland market.

                     (b)    Besides being too rigid and mechanical, explain two limitations of using the net profit margin as the only
                            criterion to decide on branch closures.

                     (c)    With reference to the characteristics of service, give two reasons to explain why training of salespersons
                            is an important factor affecting sales.

                     (d)    (i)   List three of the major characteristics of Theory X employees.

                            (ii) Explain three ways to effectively manage Theory X salespersons.

                     (e)    Describe two possible communication barriers that may exist between Hong Kong managers and
                            Mainland staff.
               Question Types
Paper 2B             假設你是某大型貿易公司的人力資源
(Business             經理,正為銷售人員與會計文員設
management module)    計報酬制度。
Essay questions

2006 HKAL Business   (a) 比較這兩個報酬制度不同之處。
Studies 2 Q7

                     (b) 解釋為什麼這兩個報酬制度會有所

School-based Assessment (SBA)
• Assessments administered in schools and
  marked by the students’ own teachers
• Enhance validity
• More reliable assessment
• Promote a positive washback effect

               SBA Design
1. focus on skills that cannot be readily
   assessed through the public examination
2. focus on achievement or performance rather
   than on attitude or effort
3. as an integral part of ongoing classroom
   learning and teaching
4. practicable and can be implemented readily
   within schools and classrooms without undue
   cost to the school or to students

               SBA Design
5. caters for the diversity of students
6. comprehensive set of guidelines and
   scoring rubrics to ensure that student
   performance is assessed consistently
7. final product or performance can readily
   be authenticated by the teacher as the
   work of the student concerned

              SBA Design
8. in-class and out-of-school time
   commitment reasonable and consistent
   with the expected time commitment for
   the weighting given to SBA
9. consider the state of planning for SBA and
   the readiness of schools to implement
   SBA in this subject

     School-based Assessment
Tests and examinations

     Presentations on business cases/issues
      Business exposure

                Enterprise experience

         Uniqueness of SBA in BAFS

         Values &

                                 Integrated business
                                    knowledge and

Skills               Knowledge

           Assessment Task
• a written artifact of not more than 3 word-processed
  A4 pages

• written presentation and
• oral presentation of not more than 10 mins,
  followed by a Q&A session of about 10 mins

                              SBA Activities
    SBA activities may be carried out on a group or
    individual basis, but assessment task must be done as
    individual work
                  Accounting Elective                                Business Management Elective

•    Evaluating the finance of a club/activity/business   •   Analysing the management issues of a
     venture                                                  club/activity/business venture
•    Analysing the annual report / financial statement    •   Analysing the annual report / financial
     of an organisation                                       statement of an organisation
•    Reporting on a visit to a manufacturing firm         •   Reporting on a company visit
•    Evaluating a personal budget for 6 or 12 months      •   Evaluating a personal budget for 6 or 12
•    Writing a commentary on news related to                  months
     accounting / accounting work / the accounting        •   Writing a commentary on news related to
     profession                                               business management
•    Reflecting on an actual work experience / the        •   Reflecting on an actual work experience / a job
     work of a treasurer / meeting with accounting            shadowing program / meeting with
     professional                                             entrepreneurs
•    Conducting financial budgeting for an SME            •   Conducting a SWOT analysis for an SME
•    Preparing a business plan for a specified            •   Preparing a business plan for a specified
     business venture                                         business venture                                  22
          Assessment Criteria (Annex 2)
1.   Business knowledge and understanding
         display of subject knowledge
         application of knowledge
         integration of knowledge
2.   Analysis skills for business decision-making
         prioritisation of issues
         information collection
         information evaluation
3.   Business presentation skills
         organisation
         use of presentation aids
         time management
         speaking
         non-verbal communication
         engaging the audience
         responding to questions                   23
                   Mark Allocation
                                          Task 1 Task 2
Worksheet on research process (Annex 1)    15      15
Business knowledge and understanding       25      25
Analysis skills for business decision-
                                           25      25
Business presentation skills
       Organisation                        10      10
       Oral presentation                    ─      50
                                           75     125
Annex 1

Annex 3

                  SBA Marks
• reflect the rank order of its students as well as the
  relative differences between students’
• will be moderated to provide comparability across
• students are required to keep good custody of their
  work for inspection and authentication purposes
  until the release of exam results

     Estimated Time Commitment

Per student
• in-class: ~6 hours (60 mins x 3 worksheets x 2 tasks)
• oral presentation: 10+10 mins
• outside-class: 12-25 hours

Per class
• worksheets: ~6 hours
• presentation: ~15 hours [(10+10) mins x 40 students]
      Implementation schedule
• 2nd consultation                Strongly Agree /   Strongly Disagree /   No Opinion /
                                       Agree              Disagree         No Response

    Proposed modes of SBA           50.3%               36.0%              13.7%
    Introduction of SBA in 2012
    HKDSE examination
                                    51.4%               26.4%              22.3%

•   SBA new to business subject(s)
•   variations in school readiness
•   ‘new’ curriculum: require more time for the
    better planning of suitable SBA activities

                  Phased Implementation
   Year of
                                               Implementation of SBA

    2012         Schools are not required to submit SBA marks. Public examination result
                 contributes 100% of the final subject result.

    2013         Each school must select one of the following options:
                 • Submit SBA marks for feedback from HKEAA on the outcomes of
                 • Do not submit SBA marks.
                 In both options, public examination result contributes 100% of the final
                    subject result.

    2014         Each school must select one of the following options:
                 • Submit SBA marks to contribute 20% of the final subject result.
                 • Submit SBA marks for feedback from HKEAA on the outcomes of
                   moderation. Public examination result to contribute 100% of the final
                   subject result.

Starting from 2015, all schools have to submit SBA marks to contribute 20% of the final subject

    Development Work Ahead
• Developing sample papers
• Conducting pilot tests
• Trying out SBA criteria
• Standard-setting and drafting level
• Compiling annotated exemplars
• Assessment training
                     School Survey
15 questions on 3 areas
 Alignment between assessment objectives and curriculum
     aims and objectives
       Public examination
    –     Paper structure
    –     Weighting
    –     Duration
       School-based assessment
    –     Weighting
    –     Design
    –     Required teacher efforts
    –     Required student efforts
    –     Authentication
    –     Implementation schedule
  Comments and
suggestions welcome

   Thank You!


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