Assessor Resource

SISXFAC004
Coordinate facility and equipment acquisition and maintenance

Assessment tool

Version 1.0
Issue Date: March 2024


This unit describes the performance outcomes, skills and knowledge required to develop a maintenance plan for a facility and coordinate the implementation and review of acquisition and maintenance requirements. It does not include specialist skills, but focuses on the need for managers to proactively plan for and manage the acquisition and maintenance of physical assets.

This unit applies to facility or operations managers in locations such as fitness centres, outdoor sporting grounds or complexes, aquatic centres or community recreation centres. These individuals are responsible for managing the implementation of a broad range of facility maintenance systems and staff, and have a high degree of autonomy. Work is performed according to relevant legislation and organisational policies and procedures.

No occupational licensing, certification or specific legislative 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. Scope facility and equipment maintenance needs.

1.1 Source and analyse equipment, and facility maintenance history, and confirm with appropriate personnel.

1.2 Identify areas or items prone to defects or requiring regular maintenance.

1.3 Identify maintenance budget and resources available to carry out work required.

1.4 Calculate costing of work and assess impact on budget.

1.5 Identify need for operational testing and recommissioning.

2. Develop maintenance plan.

2.1 Prioritise maintenance requirements, taking into consideration safety, security and capacity.

2.2 Develop and document maintenance plans.

2.3 Confirm and document availability of resources.

2.4 Develop work schedules for identified work requirements in consultation with affected user groups.

2.5 Identify organisations and individuals suitably qualified to undertake maintenance repair services.

2.6 Develop and document procedures for isolation and access.

2.7 Develop record keeping systems for repair work completed.

2.8 Develop systems to ensure that urgent or non-routine maintenance jobs are reported to the appropriate authority immediately.

3. Implement and monitor maintenance plan.

3.1 Inform relevant individuals of maintenance requirements and duties.

3.2 Manage and document requests for isolations where appropriate, in a timely manner.

3.3 Convey information in relation to work schedules to all affected staff and service users.

3.4 Monitor work schedules and expenditure.

3.5 Schedule maintenance work to minimise disruption to service operation.

3.6 Seek feedback on maintenance plan from appropriate personnel and modify plan to reflect feedback obtained as appropriate.

4. Monitor on-site maintenance contracts and contractors.

4.1 Convey maintenance requirements to contractors.

4.2 Monitor work in progress and work outcomes to ensure the alignment with contractual and organisational requirements.

5. Supervise equipment storage.

5.1 Establish re-order levels and notify appropriate personnel when adequate levels cannot be sustained.

5.2 Establish procedures to ensure equipment is stored safely and appropriately.

5.3 Establish systems for recording quantity and condition of stored equipment.

6. Coordinate the selection and purchase of new equipment and facilities.

6.1 Investigate options for new equipment and facilities.

6.2 Encourage staff members to contribute recommendations to selection of new equipment and facilities.

6.3 Identify benefits expected from the suggested new equipment and facilities.

6.4 Estimate acquisition costs based on evaluation of current, accurate and relevant data.

6.5 Make decisions on replacing and acquiring physical assets.

6.6 Select methods of financing to meet current financial objectives.

6.7 Keep accurate records of all agreements.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

plan for and manage the maintenance, acquisition, and replacement of at least two of the following main types physical assets:

buildings

built structures

equipment related to one of the following:

sport

fitness

recreation

safety

indoor

outdoor

gardens

pools

vehicles

provide regular reports on above assets that reflect:

maintenance history of equipment and facility:

condition of equipment and facilities

recent modifications

existing status

frequency

formal and informal customer and staff feedback

procedures for integrating daytoday condition reports

scheduled

internal or external inspections or audits

implementation of maintenance plan and any alterations to the plan as required

develop and maintain a current register for above assets.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit :

legislation to enable:

safe coordination and implementation of maintenance operations

reporting of unsafe equipment

organisational policies and procedures to enable maintenance programs to be planned and implemented efficiently, safely and responsibly

types of physical assets required by industry and the organisation

maintenance requirements for different types of physical assets

formats for and inclusions of asset registers specified in performance evidence

features and benefits of different financing options for asset acquisition:

hire purchase

lease

purchase

rent

depreciation that can be applied to different types of physical assets

practices to support environmental sustainability using different types of physical assets

safety standards of equipment and maintenance techniques relevant to the equipment being maintained

contract and legal requirements for outsourced repairs

schedule of facility operations to enable maintenance to be carried out with minimum disruption

re-order levels for consumables

criteria for assessing the safety of materials and equipment.

Skills must be demonstrated in:

a sport, fitness or recreation facility for which physical assets are monitored and maintained. This can be a workplace or simulated facility.

Assessment must ensure use of:

resources and equipment to implement maintenance plan,

current commercial purchase specifications, supplier product and cost information and contractual documentation used for the purchase of assets

suppliers with whom the individual can interact and negotiate; these can be:

suppliers in an industry workplace or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment operated within a training organisation.

Assessors must satisfy the Standards for Registered Training Organisations’ 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. Scope facility and equipment maintenance needs.

1.1 Source and analyse equipment, and facility maintenance history, and confirm with appropriate personnel.

1.2 Identify areas or items prone to defects or requiring regular maintenance.

1.3 Identify maintenance budget and resources available to carry out work required.

1.4 Calculate costing of work and assess impact on budget.

1.5 Identify need for operational testing and recommissioning.

2. Develop maintenance plan.

2.1 Prioritise maintenance requirements, taking into consideration safety, security and capacity.

2.2 Develop and document maintenance plans.

2.3 Confirm and document availability of resources.

2.4 Develop work schedules for identified work requirements in consultation with affected user groups.

2.5 Identify organisations and individuals suitably qualified to undertake maintenance repair services.

2.6 Develop and document procedures for isolation and access.

2.7 Develop record keeping systems for repair work completed.

2.8 Develop systems to ensure that urgent or non-routine maintenance jobs are reported to the appropriate authority immediately.

3. Implement and monitor maintenance plan.

3.1 Inform relevant individuals of maintenance requirements and duties.

3.2 Manage and document requests for isolations where appropriate, in a timely manner.

3.3 Convey information in relation to work schedules to all affected staff and service users.

3.4 Monitor work schedules and expenditure.

3.5 Schedule maintenance work to minimise disruption to service operation.

3.6 Seek feedback on maintenance plan from appropriate personnel and modify plan to reflect feedback obtained as appropriate.

4. Monitor on-site maintenance contracts and contractors.

4.1 Convey maintenance requirements to contractors.

4.2 Monitor work in progress and work outcomes to ensure the alignment with contractual and organisational requirements.

5. Supervise equipment storage.

5.1 Establish re-order levels and notify appropriate personnel when adequate levels cannot be sustained.

5.2 Establish procedures to ensure equipment is stored safely and appropriately.

5.3 Establish systems for recording quantity and condition of stored equipment.

6. Coordinate the selection and purchase of new equipment and facilities.

6.1 Investigate options for new equipment and facilities.

6.2 Encourage staff members to contribute recommendations to selection of new equipment and facilities.

6.3 Identify benefits expected from the suggested new equipment and facilities.

6.4 Estimate acquisition costs based on evaluation of current, accurate and relevant data.

6.5 Make decisions on replacing and acquiring physical assets.

6.6 Select methods of financing to meet current financial objectives.

6.7 Keep accurate records of all agreements.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

plan for and manage the maintenance, acquisition, and replacement of at least two of the following main types physical assets:

buildings

built structures

equipment related to one of the following:

sport

fitness

recreation

safety

indoor

outdoor

gardens

pools

vehicles

provide regular reports on above assets that reflect:

maintenance history of equipment and facility:

condition of equipment and facilities

recent modifications

existing status

frequency

formal and informal customer and staff feedback

procedures for integrating daytoday condition reports

scheduled

internal or external inspections or audits

implementation of maintenance plan and any alterations to the plan as required

develop and maintain a current register for above assets.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit :

legislation to enable:

safe coordination and implementation of maintenance operations

reporting of unsafe equipment

organisational policies and procedures to enable maintenance programs to be planned and implemented efficiently, safely and responsibly

types of physical assets required by industry and the organisation

maintenance requirements for different types of physical assets

formats for and inclusions of asset registers specified in performance evidence

features and benefits of different financing options for asset acquisition:

hire purchase

lease

purchase

rent

depreciation that can be applied to different types of physical assets

practices to support environmental sustainability using different types of physical assets

safety standards of equipment and maintenance techniques relevant to the equipment being maintained

contract and legal requirements for outsourced repairs

schedule of facility operations to enable maintenance to be carried out with minimum disruption

re-order levels for consumables

criteria for assessing the safety of materials and equipment.

Skills must be demonstrated in:

a sport, fitness or recreation facility for which physical assets are monitored and maintained. This can be a workplace or simulated facility.

Assessment must ensure use of:

resources and equipment to implement maintenance plan,

current commercial purchase specifications, supplier product and cost information and contractual documentation used for the purchase of assets

suppliers with whom the individual can interact and negotiate; these can be:

suppliers in an industry workplace or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment operated within a training organisation.

Assessors must satisfy the Standards for Registered Training Organisations’ 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
Source and analyse equipment, and facility maintenance history, and confirm with appropriate personnel. 
Identify areas or items prone to defects or requiring regular maintenance. 
Identify maintenance budget and resources available to carry out work required. 
Calculate costing of work and assess impact on budget. 
Identify need for operational testing and recommissioning. 
Prioritise maintenance requirements, taking into consideration safety, security and capacity. 
Develop and document maintenance plans. 
Confirm and document availability of resources. 
Develop work schedules for identified work requirements in consultation with affected user groups. 
Identify organisations and individuals suitably qualified to undertake maintenance repair services. 
Develop and document procedures for isolation and access. 
Develop record keeping systems for repair work completed. 
Develop systems to ensure that urgent or non-routine maintenance jobs are reported to the appropriate authority immediately. 
Inform relevant individuals of maintenance requirements and duties. 
Manage and document requests for isolations where appropriate, in a timely manner. 
Convey information in relation to work schedules to all affected staff and service users. 
Monitor work schedules and expenditure. 
Schedule maintenance work to minimise disruption to service operation. 
Seek feedback on maintenance plan from appropriate personnel and modify plan to reflect feedback obtained as appropriate. 
Convey maintenance requirements to contractors. 
Monitor work in progress and work outcomes to ensure the alignment with contractual and organisational requirements. 
Establish re-order levels and notify appropriate personnel when adequate levels cannot be sustained. 
Establish procedures to ensure equipment is stored safely and appropriately. 
Establish systems for recording quantity and condition of stored equipment. 
Investigate options for new equipment and facilities. 
Encourage staff members to contribute recommendations to selection of new equipment and facilities. 
Identify benefits expected from the suggested new equipment and facilities. 
Estimate acquisition costs based on evaluation of current, accurate and relevant data. 
Make decisions on replacing and acquiring physical assets. 
Select methods of financing to meet current financial objectives. 
Keep accurate records of all agreements. 
Source and analyse equipment, and facility maintenance history, and confirm with appropriate personnel. 
Identify areas or items prone to defects or requiring regular maintenance. 
Identify maintenance budget and resources available to carry out work required. 
Calculate costing of work and assess impact on budget. 
Identify need for operational testing and recommissioning. 
Prioritise maintenance requirements, taking into consideration safety, security and capacity. 
Develop and document maintenance plans. 
Confirm and document availability of resources. 
Develop work schedules for identified work requirements in consultation with affected user groups. 
Identify organisations and individuals suitably qualified to undertake maintenance repair services. 
Develop and document procedures for isolation and access. 
Develop record keeping systems for repair work completed. 
Develop systems to ensure that urgent or non-routine maintenance jobs are reported to the appropriate authority immediately. 
Inform relevant individuals of maintenance requirements and duties. 
Manage and document requests for isolations where appropriate, in a timely manner. 
Convey information in relation to work schedules to all affected staff and service users. 
Monitor work schedules and expenditure. 
Schedule maintenance work to minimise disruption to service operation. 
Seek feedback on maintenance plan from appropriate personnel and modify plan to reflect feedback obtained as appropriate. 
Convey maintenance requirements to contractors. 
Monitor work in progress and work outcomes to ensure the alignment with contractual and organisational requirements. 
Establish re-order levels and notify appropriate personnel when adequate levels cannot be sustained. 
Establish procedures to ensure equipment is stored safely and appropriately. 
Establish systems for recording quantity and condition of stored equipment. 
Investigate options for new equipment and facilities. 
Encourage staff members to contribute recommendations to selection of new equipment and facilities. 
Identify benefits expected from the suggested new equipment and facilities. 
Estimate acquisition costs based on evaluation of current, accurate and relevant data. 
Make decisions on replacing and acquiring physical assets. 
Select methods of financing to meet current financial objectives. 
Keep accurate records of all agreements. 

Forms

Assessment Cover Sheet

SISXFAC004 - Coordinate facility and equipment acquisition and maintenance
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

SISXFAC004 - Coordinate facility and equipment acquisition and maintenance

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: