Assessor Resource

SIFXADQ003
Monitor contracted services and supplies

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the performance outcomes, skills and knowledge required to monitor the delivery of contracted services and supplies, address variations in delivery, resolve contractual disputes and monitor the transition of contracts. It applies to funeral home and cemetery and crematorium staff whose work involves a high level of autonomy and responsibility for managing outsources. It involves ensuring that all work is carried out according to work health and safety, relevant legislation and workplace policies and procedures.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

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


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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Monitor delivery of contracted services and supplies.

1.1 Identify contracted services and supplies.

1.2 Conduct regular checks and evaluations of contracted services and supplies and delivery timeframes.

1.3 Undertake ongoing liaison with contractors to ensure problems are identified and resolved.

1.4 Identify and document variations between contract and delivery of services or supplies and notify manager.

1.5 Take corrective action to rectify variations within scope of authority and document.

1.6 Authorise payment for contracted services and supplies according to conditions of contract.

2. Resolve contractual disputes.

2.1 Investigate disagreements and identify cause and validity.

2.2 Negotiate and agree on terms of resolution.

2.3 Follow contract provisions for dispute resolution.

2.4 Seek legal and management advice where required to resolve disputes.

3. Implement contract transitions.

3.1 Review contract conditions and responsibilities with appropriate personnel to ensure satisfactory completion of contract.

3.2 Authorise contract completion in writing to confirm completed services have been undertaken according to contract objectives and specifications.

3.3 Reconcile final statement.

3.4 Evaluate contractor performance level of service against agreed benchmark.

3.5 Coordinate end-of-service or renewed contracts to meet workplace requirements.

3.6 Assess quality of contract documentation.

Evidence of the ability to:

monitor contractual agreements, including delivery timeframes and resolve contractual disputes

complete evaluations of contracted services

liaise with contractors and apply procedures for the authorisation of payments to contractors.

Evidence of performance on two or more contracts is required to demonstrate consistency of performance and ability to respond to different situations.

Demonstrated knowledge of:

range of commonly outsourced services and supplies for the funeral services industry, including:

products

maintenance

cleaning

waste

outsourced services and supplies including supply arrangements, resources, management and workplace operating systems

critical aspects when monitoring and evaluating the effectiveness of contracted services and supplies, including:

adherence to timelines

estimated costs

progress toward objectives

adherence to quality standards

sensitivity to work carried out in funeral operations areas

work health and safety/occupational health and safety

Equal Employment Opportunity (EEO) practices

main conditions of contracted services and supplies, including:

tender documentation

maintenance plan

defects liability

protection from exposure to sensitive areas of funeral operations, including grieving family

contract formulation processes and authorities

effective communication and negotiation strategies for enforcing contractual agreements

workplace policies and procedures relating to outsourcing services and products.

Skills must be demonstrated in funeral services workplace:

using suitable equipment and resources, including:

computers, communication technology and software programs to monitor contracted services and supplies

documentation, such as contractual agreements

under industry conditions where there is:

integration of tasks with possible interruptions to work typical of the job role

speed and timing requirements that reflect commercial operating conditions

interaction with contractors

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Monitor delivery of contracted services and supplies.

1.1 Identify contracted services and supplies.

1.2 Conduct regular checks and evaluations of contracted services and supplies and delivery timeframes.

1.3 Undertake ongoing liaison with contractors to ensure problems are identified and resolved.

1.4 Identify and document variations between contract and delivery of services or supplies and notify manager.

1.5 Take corrective action to rectify variations within scope of authority and document.

1.6 Authorise payment for contracted services and supplies according to conditions of contract.

2. Resolve contractual disputes.

2.1 Investigate disagreements and identify cause and validity.

2.2 Negotiate and agree on terms of resolution.

2.3 Follow contract provisions for dispute resolution.

2.4 Seek legal and management advice where required to resolve disputes.

3. Implement contract transitions.

3.1 Review contract conditions and responsibilities with appropriate personnel to ensure satisfactory completion of contract.

3.2 Authorise contract completion in writing to confirm completed services have been undertaken according to contract objectives and specifications.

3.3 Reconcile final statement.

3.4 Evaluate contractor performance level of service against agreed benchmark.

3.5 Coordinate end-of-service or renewed contracts to meet workplace requirements.

3.6 Assess quality of contract documentation.

Evidence of the ability to:

monitor contractual agreements, including delivery timeframes and resolve contractual disputes

complete evaluations of contracted services

liaise with contractors and apply procedures for the authorisation of payments to contractors.

Evidence of performance on two or more contracts is required to demonstrate consistency of performance and ability to respond to different situations.

Demonstrated knowledge of:

range of commonly outsourced services and supplies for the funeral services industry, including:

products

maintenance

cleaning

waste

outsourced services and supplies including supply arrangements, resources, management and workplace operating systems

critical aspects when monitoring and evaluating the effectiveness of contracted services and supplies, including:

adherence to timelines

estimated costs

progress toward objectives

adherence to quality standards

sensitivity to work carried out in funeral operations areas

work health and safety/occupational health and safety

Equal Employment Opportunity (EEO) practices

main conditions of contracted services and supplies, including:

tender documentation

maintenance plan

defects liability

protection from exposure to sensitive areas of funeral operations, including grieving family

contract formulation processes and authorities

effective communication and negotiation strategies for enforcing contractual agreements

workplace policies and procedures relating to outsourcing services and products.

Skills must be demonstrated in funeral services workplace:

using suitable equipment and resources, including:

computers, communication technology and software programs to monitor contracted services and supplies

documentation, such as contractual agreements

under industry conditions where there is:

integration of tasks with possible interruptions to work typical of the job role

speed and timing requirements that reflect commercial operating conditions

interaction with contractors

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.
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
Identify contracted services and supplies. 
Conduct regular checks and evaluations of contracted services and supplies and delivery timeframes. 
Undertake ongoing liaison with contractors to ensure problems are identified and resolved. 
Identify and document variations between contract and delivery of services or supplies and notify manager. 
Take corrective action to rectify variations within scope of authority and document. 
Authorise payment for contracted services and supplies according to conditions of contract. 
Investigate disagreements and identify cause and validity. 
Negotiate and agree on terms of resolution. 
Follow contract provisions for dispute resolution. 
Seek legal and management advice where required to resolve disputes. 
Review contract conditions and responsibilities with appropriate personnel to ensure satisfactory completion of contract. 
Authorise contract completion in writing to confirm completed services have been undertaken according to contract objectives and specifications. 
Reconcile final statement. 
Evaluate contractor performance level of service against agreed benchmark. 
Coordinate end-of-service or renewed contracts to meet workplace requirements. 
Assess quality of contract documentation. 
Identify contracted services and supplies. 
Conduct regular checks and evaluations of contracted services and supplies and delivery timeframes. 
Undertake ongoing liaison with contractors to ensure problems are identified and resolved. 
Identify and document variations between contract and delivery of services or supplies and notify manager. 
Take corrective action to rectify variations within scope of authority and document. 
Authorise payment for contracted services and supplies according to conditions of contract. 
Investigate disagreements and identify cause and validity. 
Negotiate and agree on terms of resolution. 
Follow contract provisions for dispute resolution. 
Seek legal and management advice where required to resolve disputes. 
Review contract conditions and responsibilities with appropriate personnel to ensure satisfactory completion of contract. 
Authorise contract completion in writing to confirm completed services have been undertaken according to contract objectives and specifications. 
Reconcile final statement. 
Evaluate contractor performance level of service against agreed benchmark. 
Coordinate end-of-service or renewed contracts to meet workplace requirements. 
Assess quality of contract documentation. 

Forms

Assessment Cover Sheet

SIFXADQ003 - Monitor contracted services and supplies
Assessment task 1: [title]

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

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Assessment Record Sheet

SIFXADQ003 - Monitor contracted services and supplies

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

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Overall assessment result: Competent Not yet competent

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