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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Locate specialist external advisory services
   • Identify skill gaps of current staff to determine nature of external expertise required to meet the business need
   • Research specialist services to determine if there are any specific industry or regulatory requirements that apply
   • Prioritise services required by the business and document according to organisational procedures
   • Determine estimated cost of services and identify budget or funding source to purchase external expertise
2. Select a specialist advisor or company
   • Organise a quote or advertise for provision of specialist service according to organisational requirements
   • Establish process and criteria for shortlisting potential contractors
   • Select most suitable applicant according to established criteria and business’ requirements and procedures
   • Document selection process and outcome, following organisational procedures
   • Ensure successful and unsuccessful applicants are advised of outcome and provided with feedback if needed
3. Negotiate services to be provided
   • Review and clearly specify terms and conditions of quotation or contract
   • Clarify and confirm what is required of specialist advisor, including expectations of performance and outcomes
   • Obtain and action legal advice on contract requirements, if necessary
   • Formally sign off on quotation or contract following organisational procedures
   • Familiarise specialist advisor with the business and its personnel as part of induction
4. Monitor performance
   • Check milestones and deliverables are achieved according to terms and conditions of quotation or contract
   • Discuss progress and review against agreed terms and conditions in line with organisational procedures
   • Collaborate to raise any issues or concerns, and follow up and document according to organisational procedures
   • Organise progress and final payments against milestones and key deliverables in a timely manner according to organisational procedures
   • Evaluate effectiveness and suitability of specialist advisor in achieving objectives

Performance Evidence

Evidence of the ability to:

locate and select a specialist external advisory service relevant to the business, that meets specific organisational requirements including:

identifying skill or knowledge gaps of the business

identifying relevant industry, regulatory and organisational requirements

document selection process and outcomes according to business procedures

agree on and document services to be provided with the successful advisor or contractor

provide successful advisor or contractor with an induction program and ongoing feedback as required

monitor milestones and deliverables, and evaluate effectiveness of specialist external advisory services against agreed terms and conditions.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

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Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

outline key steps in engaging external specialist advisors or services

describe negotiation and conflict-resolution strategies

summarise business and industry requirements relating to specialist advisory services for the business:

required licences, industry registration, government approval, and professional membership

minimum qualifications

vendor approval or certification.

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