Assessor Resource

SIRXCLM002A
Manage store facilities

Assessment tool

Version 1.0
Issue Date: April 2024


This unit requires the team member to apply store policies and relevant legislation to the planning, coordination and implementation of activities associated with monitoring and maintaining premises, fittings, fixtures and equipment in a retail environment. Those with some managerial responsibility undertake this role.

This unit describes the performance outcomes, skills and knowledge required to manage store facilities in a retail environment. It involves the management of the store maintenance and housekeeping program, negotiating and monitoring maintenance contracts and identifying and locating facilities requirements.

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

Prerequisites

Nil


Employability Skills

The required outcomes described in this unit contain applicable facets of employability skills. The Employability Skills Summary of the qualification in which this unit is packaged will assist in identifying employability skills requirements.




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.

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, the range statement and the Assessment Guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

plans, coordinates and implements activities associated with monitoring and maintaining premises, fittings, fixtures and equipment according to store policy and procedures

initiates contingency plans in response to maintenance problems as required

proactively negotiates, monitors and implements maintenance contracts according to store policy and procedures

identifies and utilises space and facilities to maximise space utilisation

evaluates and reports on effectiveness of maintenance contracts.

Context of and specific resources for assessment

Assessment must ensure access to:

a retail work environment

relevant documentation, such as:

maintenance contracts

store policy and procedures on maintenance of facilities, contract negotiation

relevant legislation and statutory requirements

industry codes of practice

OHS legislation and codes of practice

a team

equipment and technology.

Methods of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

observation of performance in the workplace

third-party reports from a supervisor

case study or research report

written or verbal questioning to assess knowledge and understanding

review of portfolios of evidence and third-party workplace reports of on-the-job performance.

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.

Assessing employability skills

Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors. How these skills are applied varies between occupations and qualifications due to the different work functions and contexts.

Employability skills embedded in this unit should be assessed holistically in the context of the job role and with other relevant units that make up the skill set or qualification.


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.

This section describes the essential skills and knowledge and their level, required for this unit.

The following skills must be assessed as part of this unit:

record maintenance

negotiation skills

interpersonal communication skills to:

obtain expert or specialist advice

report faults

negotiate contracts and communicate contracts to staff through clear and direct communication

ask questions to identify and confirm requirements

share information

ensure listening and understanding

use language and concepts appropriate to cultural differences

use and interpreting non-verbal communication

literacy skills in regard to:

developing, documenting and recording procedures

reading and interpreting manufacturer instructions

numeracy skills in regard to:

accounting and recording data

estimating measurements and volumes

working within a budget.

The following knowledge must be assessed as part of this unit:

store policy and procedures in regard to:

maintenance of store facilities

maintenance of retail equipment

maintenance contract terms and options

contract specifications

relevant legislation and statutory requirements

relevant industry codes of practice

OHS legislation and codes of practice

food safety legislation and regulations

principles and techniques in:

monitoring performance of contracts

negotiating, in particular contract negotiation

interpersonal communication.

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording in the performance criteria is detailed below.

Store policy and procedures in regard to:

store maintenance

facilities management

reporting mechanisms

OHS

food safety.

Relevant legislation may include:

federal, state or territory and local legislation

food safety regulations

OHS.

Expert or specialist advice may be sought:

internally

externally.

Retail equipment may include:

point-of-sale terminals

EFTPOS terminals

computers, scanners and printers

pricing equipment

electronic bar coding equipment

portable data entry

electronic ordering equipment

wrapping and packing equipment

equipment for carrying or moving merchandise

equipment for storage of merchandise, including refrigerators

weighing machines

thermometers

security tag systems

trolley return equipment

fixtures and fittings

food preparation equipment.

Faults may be reported:

verbally

in writing

by email

to service personnel

to contractors

to relevant managers

to supervisor.

Contracts may be negotiated:

externally

internally.

Contracts may involve:

quality standards

building maintenance services

cleaning

security

electrical services

plumbing services

equipment maintenance.

Relevant personnel may include:

managers

supervisors

specialist staff.

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
Monitor and maintain premises, fittings, fixtures and equipment according to store policy and procedures and relevant legislation. 
Identify deficiencies in store maintenance procedures and take remedial action as required. 
Obtain expert or specialist advice as required according to store policy. 
Initiate contingency plan in the event of maintenance problems. 
Develop and implement policy and procedures to ensure retail equipment is maintained according to store policy. 
Monitor and implement maintenance program for retail equipment according to manufacturer design specifications and store policy. 
Identify and rectify equipment faults where possible, without undue delay. 
Report equipment faults or failures according to service agreements and store policy. 
Negotiate maintenance contracts with contractors and suppliers according to store policy and procedures. 
Negotiate and implement contract terms and conditions to maximise benefits for the store, and communicate to relevant personnel. 
Monitor maintenance procedures to ensure products and tasks meet contract specifications. 
Identify facilities and space requirements according to store policy and budget requirements. 
Locate suitable facilities and space. 
Maximise space utilisation, with consideration to existing configuration. 

Forms

Assessment Cover Sheet

SIRXCLM002A - Manage store facilities
Assessment task 1: [title]

Student name:

Student ID:

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

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

SIRXCLM002A - Manage store facilities

Student name:

Student ID:

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

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: