NTISthis.com

Evidence Guide: LMFFT5016B - Establish customer contracts

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

 

LMFFT5016B - Establish customer contracts

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

Establish customer needs

  1. Intended use of goods or services is established in conjunction with the customer
  2. Implications of customer requests are explained
  3. Potential options of goods or services are explained describing costs, performance characteristics and implications for use
Intended use of goods or services is established in conjunction with the customer

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implications of customer requests are explained

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Potential options of goods or services are explained describing costs, performance characteristics and implications for use

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate available goods and/or services to meet needs

  1. Information on characteristics of available goods or services is investigated
  2. Performance characteristics and costs of potential options are compared in relation to customer identified needs and provisional recommendations are made
  3. Availability of recommended goods or services is established
  4. Recommendations or selection of services or goods are made to customer
Information on characteristics of available goods or services is investigated

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Performance characteristics and costs of potential options are compared in relation to customer identified needs and provisional recommendations are made

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Availability of recommended goods or services is established

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Recommendations or selection of services or goods are made to customer

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine and agree parameters for contract

  1. Workplace contract format is used, adapting sections as required
  2. Specification of services or goods to be provided is detailed within contract
  3. Legal requirements are included within contract details
  4. Draft contract provision is explained to customers and required amendments agreed
  5. Formal agreement with terms of the contract by the customer is achieved
Workplace contract format is used, adapting sections as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Specification of services or goods to be provided is detailed within contract

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Legal requirements are included within contract details

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Draft contract provision is explained to customers and required amendments agreed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Formal agreement with terms of the contract by the customer is achieved

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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 of evidence

Locate, interpret and apply relevant information to the contract negotiations and provisions

Apply safety requirements throughout the work sequence, including the use of personal protective clothing and equipment

Establish and implement at least two significant contracts covering the following actions/activities:

establish the specification of the goods/service

identify and access probable suppliers

negotiate contracts considering:

legal and financial considerations requirements for the contract

requirements of workplace policy and procedures

discuss contract provisions and provide necessary explanations

check contract provisions as required by enterprise procedures

finalise contracts and file appropriate documentation

identify the impact of contract outcomes in terms of commercial risks

Suggest improvements to purchasing operations and where appropriate, negotiate changes

Work effectively with others

Resource implications

Customer request, goods/services, workplace contract documentation.

Method of assessment

Assessment methods must confirm consistency of performance over time and in a range of workplace relevant contexts.

Assessment should be by direct observation of tasks and questioning on underpinning knowledge.

Assessment should be conducted over time and may be in conjunction with assessment of other units of competency

Context of assessment

Assessment may occur on the job or in a workplace simulated facility with relevant commercial contracting practices and systems, work instructions and deadlines.

Required Skills and Knowledge

Required skills

research, collect, organise and understand information related to contracting, including the relevant legal, technical, regulatory, fiscal, cultural, environmental and safety requirements

communicate ideas and information in a clear and unambiguous fashion and ensure that all communications satisfy the intent and legal requirements associated with contracting

plan and organise activities, including the preparation, completion, execution and finalisation of the contract within the specified timeframe and to avoid any backtracking, workflow interruptions or wastage

work with others in a team by recognising dependencies and using cooperative approaches to optimise workflow and productivity

use mathematical ideas and techniques to correctly complete calculations required to establish and implement the contract

create and apply systematic problem solving techniques to anticipate contracting problems, avoid supply difficulties

use the workplace technology related to contracting, including calculators, computing/computer-aided systems and relevant contracting software

Required knowledge

enterprise operating procedures and requirements

organisation resources, capacities and capabilities

contract management, preparation, submission and review processes

contract evaluation processes

financial and legal requirements for contracting

relevant legislation relating to contracting and contracting for goods and/or services of the organisation

Range Statement

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 candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Unit scope

This unit covers the work involved in contracting the sale of goods or services to customers

Unit context

OHS requirements include legislation, building codes, material safety management systems, hazardous substances and dangerous goods codes and safe operating procedures

Work is carried out in accordance with legislative obligations, environmental legislation, relevant health regulations, authorised handling procedures and organisation insurance requirements

Work requires individuals to demonstrate administrative and organisational ability, discretion, judgement and problem solving skills

Workplace environment

The function is undertaken in accordance with established enterprise procedures and practices may include requirements recommended by potential contractors

Work is generally performed within a team or group environment

Customers or suppliers may be internal or external

Information and procedures

Work procedures/instructions

Specification of the required goods or services

Supply system directories, indices, catalogues

Contract law

Legislation/regulation/national and industry codes and practices relevant to the goods/services

Quality and Australian standards and procedures