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Evidence Guide: BSBATSIW416 - Obtain and manage consultancy services

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

BSBATSIW416 - Obtain and manage consultancy services

What evidence can you provide to prove your understanding of each of the following citeria?

Establish need for external advice

  1. Identify required expertise not available within the organisation
  2. Identify potential funding sources to purchase outside expertise
Identify required expertise not available within the organisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify potential funding sources to purchase outside expertise

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare terms of reference

  1. Form a management group to oversee the project
  2. Prepare terms of reference (consultancy brief) for consultant services
  3. Identify and include opportunities for paid community involvement where appropriate
Form a management group to oversee the project

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare terms of reference (consultancy brief) for consultant services

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and include opportunities for paid community involvement where appropriate

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select consultant

  1. Advertise terms of reference for consultancy
  2. Establish a process for short-listing, including appointment of selection panel
  3. Select most suitable applicant according to the organisation’s requirements, policies and procedures
  4. Ensure successful and unsuccessful applicants are advised of outcome and provided with feedback
  5. Ensure appropriate procedures are in place to document selection process and outcome
Advertise terms of reference for consultancy

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish a process for short-listing, including appointment of selection panel

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select most suitable applicant according to the organisation’s requirements, policies and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure successful and unsuccessful applicants are advised of outcome and provided with feedback

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure appropriate procedures are in place to document selection process and outcome

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop contract

  1. Obtain legal advice on contract requirements
  2. Ensure a draft contract is prepared in accordance with legal advice outlining what is required of the consultant
Obtain legal advice on contract requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure a draft contract is prepared in accordance with legal advice outlining what is required of the consultant

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Brief consultant

  1. Clarify the board’s requirements with consultant
  2. Negotiate final details of project with consultant, including expectations of performance and outcomes
  3. Ensure contract is finalised and signed
  4. Familiarise consultant with the organisation and its personnel
Clarify the board’s requirements with consultant

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Negotiate final details of project with consultant, including expectations of performance and outcomes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure contract is finalised and signed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Familiarise consultant with the organisation and its personnel

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor consultant’s performance

  1. Check reports are received from consultant according to contractual requirements
  2. Evaluate reports against agreed outcomes and follow up issues where required
  3. Participate in performance reviews against contract requirements
  4. Ensure progress payments are made against milestones and key performance indicators
  5. Ensure final payment is made when contract requirements have been met
Check reports are received from consultant according to contractual requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate reports against agreed outcomes and follow up issues where required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Participate in performance reviews against contract requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure progress payments are made against milestones and key performance indicators

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure final payment is made when contract requirements have been met

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor consultant’s performance

  1. Check reports are received from consultant according to contractual requirements
  2. Evaluate reports against agreed outcomes and follow up issues where required
  3. Participate in performance reviews against contract requirements
  4. Ensure progress payments are made against milestones and key performance indicators
  5. Ensure final payment is made when contract requirements have been met
Check reports are received from consultant according to contractual requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate reports against agreed outcomes and follow up issues where required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Participate in performance reviews against contract requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure progress payments are made against milestones and key performance indicators

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure final payment is made when contract requirements have been met

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Establish need for external advice

1.1 Identify required expertise not available within the organisation

1.2 Identify potential funding sources to purchase outside expertise

2 Prepare terms of reference

2.1 Form a management group to oversee the project

2.2 Prepare terms of reference (consultancy brief) for consultant services

2.3 Identify and include opportunities for paid community involvement where appropriate

3 Select consultant

3.1 Advertise terms of reference for consultancy

3.2 Establish a process for short-listing, including appointment of selection panel

3.3 Select most suitable applicant according to the organisation’s requirements, policies and procedures

3.4 Ensure successful and unsuccessful applicants are advised of outcome and provided with feedback

3.5 Ensure appropriate procedures are in place to document selection process and outcome

4 Develop contract

4.1 Obtain legal advice on contract requirements

4.2 Ensure a draft contract is prepared in accordance with legal advice outlining what is required of the consultant

5 Brief consultant

5.1 Clarify the board’s requirements with consultant

5.2 Negotiate final details of project with consultant, including expectations of performance and outcomes

5.3 Ensure contract is finalised and signed

5.4 Familiarise consultant with the organisation and its personnel

6 Monitor consultant’s performance

6.1 Check reports are received from consultant according to contractual requirements

6.2 Evaluate reports against agreed outcomes and follow up issues where required

6.3 Participate in performance reviews against contract requirements

6.4 Ensure progress payments are made against milestones and key performance indicators

6.5 Ensure final payment is made when contract requirements have been met

Required Skills and Knowledge

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Establish need for external advice

1.1 Identify required expertise not available within the organisation

1.2 Identify potential funding sources to purchase outside expertise

2 Prepare terms of reference

2.1 Form a management group to oversee the project

2.2 Prepare terms of reference (consultancy brief) for consultant services

2.3 Identify and include opportunities for paid community involvement where appropriate

3 Select consultant

3.1 Advertise terms of reference for consultancy

3.2 Establish a process for short-listing, including appointment of selection panel

3.3 Select most suitable applicant according to the organisation’s requirements, policies and procedures

3.4 Ensure successful and unsuccessful applicants are advised of outcome and provided with feedback

3.5 Ensure appropriate procedures are in place to document selection process and outcome

4 Develop contract

4.1 Obtain legal advice on contract requirements

4.2 Ensure a draft contract is prepared in accordance with legal advice outlining what is required of the consultant

5 Brief consultant

5.1 Clarify the board’s requirements with consultant

5.2 Negotiate final details of project with consultant, including expectations of performance and outcomes

5.3 Ensure contract is finalised and signed

5.4 Familiarise consultant with the organisation and its personnel

6 Monitor consultant’s performance

6.1 Check reports are received from consultant according to contractual requirements

6.2 Evaluate reports against agreed outcomes and follow up issues where required

6.3 Participate in performance reviews against contract requirements

6.4 Ensure progress payments are made against milestones and key performance indicators

6.5 Ensure final payment is made when contract requirements have been met