Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

TLIR5005 Mapping and Delivery Guide
Manage a contract

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency TLIR5005 - Manage a contract
Description
Employability Skills
Learning Outcomes and Application This unit involves the skills and knowledge required to manage a contract in various contexts within the transport and logistics industry. It includes confirming contract requirements, establishing a contract management system, and monitoring and evaluating the contract.The unit generally applies to those who lead individuals or teams.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Resources for assessment include:

a range of relevant exercises, case studies and/or other simulations

relevant and appropriate materials, tools, equipment and personal protective equipment currently used in industry

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals.
Prerequisites/co-requisites
Competency Field R ‒ Contract Procurement
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Confirm contract requirements
       
Element: Relevant parties are consulted to identify their contract requirements
       
Element: Special provisions needed are identified
       
Element: Need for specialist legal advice is identified and advice is obtained as required
       
Element: Key performance outcomes and measures are specified for inclusion in contract
       
Element: Relationship with contractor is established in accordance with organisational policies and procedures
       
Element: Establish contract management system
       
Element: Effective communication/information strategies are established
       
Element: Dispute and complaint system is established in accordance with organisational policies and procedures
       
Element: Consistent and accurate records of contract progress are maintained
       
Element: Management strategy is documented, monitored for effectiveness and adapted as required during the life of the contract
       
Element: Monitor contract
       
Element: Regular inspections of contract services are undertaken to ensure compliance with specifications
       
Element: Relationship with contractor is managed in accordance with organisational policies and procedures
       
Element: Regular planned progress meetings are conducted and documented between all contract personnel to ensure problems are identified, resolved early and documented
       
Element: Variations between specified scope of services and contract are identified and documented, and relevant personnel are notified without delay
       
Element: Contract costs are monitored on a regular basis to ensure service is carried out within financial and contractual requirements
       
Element: Payments for contract services are authorised in accordance with contract conditions and organisational contract administrative system
       
Element: Evaluate contract
       
Element: Evaluation of contract performance is undertaken relative to planned performance measures and in consultation with stakeholders and suppliers
       
Element: Conclusions are detailed against agreed criteria and a complete picture of supplier performance, organisational procurement processes and value for money is provided
       
Element: Evaluation is documented in accordance with organisational requirements to assist improvement in future procurement activities
       
Element: Relevant parties are advised of evaluation outcomes in a timely manner in accordance with organisational guidelines
       


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

Confirm contract requirements

1.1

Relevant parties are consulted to identify their contract requirements

1.2

Special provisions needed are identified

1.3

Need for specialist legal advice is identified and advice is obtained as required

1.4

Key performance outcomes and measures are specified for inclusion in contract

1.5

Relationship with contractor is established in accordance with organisational policies and procedures

2

Establish contract management system

2.1

Effective communication/information strategies are established

2.2

Dispute and complaint system is established in accordance with organisational policies and procedures

2.3

Consistent and accurate records of contract progress are maintained

2.4

Management strategy is documented, monitored for effectiveness and adapted as required during the life of the contract

3

Monitor contract

3.1

Regular inspections of contract services are undertaken to ensure compliance with specifications

3.2

Relationship with contractor is managed in accordance with organisational policies and procedures

3.3

Regular planned progress meetings are conducted and documented between all contract personnel to ensure problems are identified, resolved early and documented

3.4

Variations between specified scope of services and contract are identified and documented, and relevant personnel are notified without delay

3.5

Contract costs are monitored on a regular basis to ensure service is carried out within financial and contractual requirements

3.6

Payments for contract services are authorised in accordance with contract conditions and organisational contract administrative system

4

Evaluate contract

4.1

Evaluation of contract performance is undertaken relative to planned performance measures and in consultation with stakeholders and suppliers

4.2

Conclusions are detailed against agreed criteria and a complete picture of supplier performance, organisational procurement processes and value for money is provided

4.3

Evaluation is documented in accordance with organisational requirements to assist improvement in future procurement activities

4.4

Relevant parties are advised of evaluation outcomes in a timely manner in accordance with organisational guidelines

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

applying relevant legislation and workplace procedures

communicating and communicating effectively with others when managing a contract

completing documentation related to contract management, including reports relevant to deliverables of stages and completion

modifying activities depending on operational contingencies, risk situations and environments, and negotiating modifications with the contractor or agent as required

monitoring and prioritising work activities in terms of planned schedule

negotiating solutions to problems as they arise during the contract timeframe

operating electronic communications equipment to required protocol

reading and interpreting instructions, procedures, information and the contract itself.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

confidentiality issues in relation to contracted services such as intellectual property

disposals considerations

equal employment opportunity and anti-discrimination law

ethical issues

financial and accounting issues relevant to the contract

financial management of a contract including negotiating price variations during the contract

organisational purchasing policies and practices

performance management in terms of identifying and managing contract compliance

procedures for acceptance of goods or services

procedures for operating electronic communications equipment

procurement approval processes

procurement negotiation practices, including legal aspects

relevant sections of national and state/territory regulatory requirements and codes of practice related to procurement, including contract law, trade practices law and commercial law to a level sufficient to be able to manage the performance of a contractor

requirements for completing relevant documentation.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, 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

Confirm contract requirements

1.1

Relevant parties are consulted to identify their contract requirements

1.2

Special provisions needed are identified

1.3

Need for specialist legal advice is identified and advice is obtained as required

1.4

Key performance outcomes and measures are specified for inclusion in contract

1.5

Relationship with contractor is established in accordance with organisational policies and procedures

2

Establish contract management system

2.1

Effective communication/information strategies are established

2.2

Dispute and complaint system is established in accordance with organisational policies and procedures

2.3

Consistent and accurate records of contract progress are maintained

2.4

Management strategy is documented, monitored for effectiveness and adapted as required during the life of the contract

3

Monitor contract

3.1

Regular inspections of contract services are undertaken to ensure compliance with specifications

3.2

Relationship with contractor is managed in accordance with organisational policies and procedures

3.3

Regular planned progress meetings are conducted and documented between all contract personnel to ensure problems are identified, resolved early and documented

3.4

Variations between specified scope of services and contract are identified and documented, and relevant personnel are notified without delay

3.5

Contract costs are monitored on a regular basis to ensure service is carried out within financial and contractual requirements

3.6

Payments for contract services are authorised in accordance with contract conditions and organisational contract administrative system

4

Evaluate contract

4.1

Evaluation of contract performance is undertaken relative to planned performance measures and in consultation with stakeholders and suppliers

4.2

Conclusions are detailed against agreed criteria and a complete picture of supplier performance, organisational procurement processes and value for money is provided

4.3

Evaluation is documented in accordance with organisational requirements to assist improvement in future procurement activities

4.4

Relevant parties are advised of evaluation outcomes in a timely manner in accordance with organisational guidelines

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions can be found in the Companion Volume Implementation Guide.

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
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Forms

Assessment Cover Sheet

TLIR5005 - Manage a contract
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

TLIR5005 - Manage a contract

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: