Assessor Resource

SIRXCLM402
Manage store facilities

Assessment tool

Version 1.0
Issue Date: May 2024


This unit applies to staff with managerial responsibility in a retail environment.

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

The unit covers the application of 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.

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

This unit contains employability skills.



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, range statement and the Assessment Guidelines for the 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 uses space and facilities effectively

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, and contract negotiation

relevant legislation and statutory requirements

WHS

legislation and industry codes of practice

a team

equipment and technology.

Method 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

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.

Guidance information for assessment

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

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.

Required skills

communication and interpersonal skills to:

ask questions to identify and confirm requirements

ensure listening and understanding

negotiate contracts and relay contractual requirements to staff

obtain expert or specialist advice

report faults

share information

use and interpret non-verbal communication

use language and concepts appropriate to cultural differences

negotiation skills to negotiate maintenance contracts with contractors and suppliers

literacy and numeracy skills to:

apply accounting processes and record data

develop, document and record procedures

estimate measurements and volumes

maintain records

read and interpret manufacturer instructions

work within a budget

Required knowledge

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 relating to managing store facilities, including:

work health and safety (WHS) legislation

food safety legislation and regulations

relevant industry codes of practice relating to managing store facilities

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, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the individual, accessibility of the item, and local industry and regional contexts) may also be included.

Store policy and procedures in regard to:

store maintenance

facilities management

reporting mechanisms

WHS

food safety.

Relevant legislation may include:

federal, state or territory and local legislation

food safety regulations

WHS.

Expert or specialist advice may be sought regarding:

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 internally and externally

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 within scope of authority in the event of maintenance problems. 
Develop and implement 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 to reflect business needs and volume, according to store policy and budget requirements. 
Locate suitable facilities and space to facilitate expansion or change of use in line with store policy and procedures. 
Consult, as required, with senior manager or business owner to determine optimum strategy for store space and location. 
Maximise use of space, with consideration to existing configuration, to optimise the merchandising of existing and incoming stock. 

Forms

Assessment Cover Sheet

SIRXCLM402 - 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

SIRXCLM402 - 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: