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Evidence Guide: PSPPCM007 - Manage 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

 

PSPPCM007 - Manage contracts

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

Prepare to manage a contract

  1. Confirm and clarify contract requirements, approvals and funding arrangements and identify obligations and limits of authority.
  2. Clarify and assist with contract administration issues by contacting specialists and stakeholders and confirm operational elements of the contract.
  3. Identify and clarify key contract clauses.
  4. Identify and confirm process, timings, and key performance indicators with stakeholders.
  5. Develop or review the risk management plan.
  6. Develop or obtain contract management strategy and enter key details from the contract.
  7. Form contract management team and allocate roles and responsibilities.
Confirm and clarify contract requirements, approvals and funding arrangements and identify obligations and limits of authority.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Clarify and assist with contract administration issues by contacting specialists and stakeholders and confirm operational elements of the contract.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and clarify key contract clauses.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and confirm process, timings, and key performance indicators with stakeholders.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop or review the risk management plan.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop or obtain contract management strategy and enter key details from the contract.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Form contract management team and allocate roles and responsibilities.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement a contract management strategy

  1. Confirm and implement start-up or transition arrangements.
  2. Establish information and contractor and stakeholder communication strategies.
  3. Monitor and update risk management plan.
  4. Manage relationship with contractors and stakeholders.
  5. Obtain specialist expertise as necessary for progress meetings and for advice on or resolution of contract issues.
  6. Maintain contract information and documentation.
Confirm and implement start-up or transition arrangements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish information and contractor and stakeholder communication strategies.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor and update risk management plan.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage relationship with contractors and stakeholders.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain specialist expertise as necessary for progress meetings and for advice on or resolution of contract issues.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain contract information and documentation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor and maintain performance of a contract

  1. Ensure obligations to contractor and stakeholders are met.
  2. Use monitoring and control measures and performance indicators to manage performance of contract and ensure that all obligations under the agreement are being met.
  3. Manage contract variations.
  4. Investigate and resolve or refer disputes and complaints.
  5. Manage negotiation of contract issues.
  6. Maintain communication with all stakeholders on the performance of the contract.
Ensure obligations to contractor and stakeholders are met.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use monitoring and control measures and performance indicators to manage performance of contract and ensure that all obligations under the agreement are being met.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage contract variations.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Investigate and resolve or refer disputes and complaints.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage negotiation of contract issues.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain communication with all stakeholders on the performance of the contract.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete and review contract

  1. Confirm client satisfaction with contract deliverables.
  2. Finalise, amend, cancel or terminate contracts.
  3. Manage close-out, and renewal of contract or transition to a new contract.
  4. Review contract management, contractor performance, user satisfaction and audit results.
  5. Document and explain variances to measures or outcomes that are not met in full.
  6. Report on contractor performance and review contract management practice and make recommendations for improvement.
Confirm client satisfaction with contract deliverables.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Finalise, amend, cancel or terminate contracts.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage close-out, and renewal of contract or transition to a new contract.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review contract management, contractor performance, user satisfaction and audit results.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document and explain variances to measures or outcomes that are not met in full.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Report on contractor performance and review contract management practice and make recommendations for improvement.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare to manage a contract

  1. Confirm and clarify contract requirements, approvals and funding arrangements and identify obligations and limits of authority.
  2. Clarify and assist with contract administration issues by contacting specialists and stakeholders and confirm operational elements of the contract.
  3. Identify and clarify key contract clauses.
  4. Identify and confirm process, timings, and key performance indicators with stakeholders.
  5. Develop or review the risk management plan.
  6. Develop or obtain contract management strategy and enter key details from the contract.
  7. Form contract management team and allocate roles and responsibilities.
Confirm and clarify contract requirements, approvals and funding arrangements and identify obligations and limits of authority.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Clarify and assist with contract administration issues by contacting specialists and stakeholders and confirm operational elements of the contract.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and clarify key contract clauses.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and confirm process, timings, and key performance indicators with stakeholders.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop or review the risk management plan.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop or obtain contract management strategy and enter key details from the contract.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Form contract management team and allocate roles and responsibilities.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement a contract management strategy

  1. Confirm and implement start-up or transition arrangements.
  2. Establish information and contractor and stakeholder communication strategies.
  3. Monitor and update risk management plan.
  4. Manage relationship with contractors and stakeholders.
  5. Obtain specialist expertise as necessary for progress meetings and for advice on or resolution of contract issues.
  6. Maintain contract information and documentation.
Confirm and implement start-up or transition arrangements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish information and contractor and stakeholder communication strategies.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor and update risk management plan.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage relationship with contractors and stakeholders.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain specialist expertise as necessary for progress meetings and for advice on or resolution of contract issues.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain contract information and documentation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor and maintain performance of a contract

  1. Ensure obligations to contractor and stakeholders are met.
  2. Use monitoring and control measures and performance indicators to manage performance of contract and ensure that all obligations under the agreement are being met.
  3. Manage contract variations.
  4. Investigate and resolve or refer disputes and complaints.
  5. Manage negotiation of contract issues.
  6. Maintain communication with all stakeholders on the performance of the contract.
Ensure obligations to contractor and stakeholders are met.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use monitoring and control measures and performance indicators to manage performance of contract and ensure that all obligations under the agreement are being met.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage contract variations.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Investigate and resolve or refer disputes and complaints.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage negotiation of contract issues.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain communication with all stakeholders on the performance of the contract.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete and review contract

  1. Confirm client satisfaction with contract deliverables.
  2. Finalise, amend, cancel or terminate contracts.
  3. Manage close-out, and renewal of contract or transition to a new contract.
  4. Review contract management, contractor performance, user satisfaction and audit results.
  5. Document and explain variances to measures or outcomes that are not met in full.
  6. Report on contractor performance and review contract management practice and make recommendations for improvement.
Confirm client satisfaction with contract deliverables.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Finalise, amend, cancel or terminate contracts.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage close-out, and renewal of contract or transition to a new contract.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review contract management, contractor performance, user satisfaction and audit results.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document and explain variances to measures or outcomes that are not met in full.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Report on contractor performance and review contract management practice and make recommendations for improvement.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions section.

1. Prepare to manage a contract

1.1 Confirm and clarify contract requirements, approvals and funding arrangements and identify obligations and limits of authority.

1.2 Clarify and assist with contract administration issues by contacting specialists and stakeholders and confirm operational elements of the contract.

1.3 Identify and clarify key contract clauses.

1.4 Identify and confirm process, timings, and key performance indicators with stakeholders.

1.5 Develop or review the risk management plan.

1.6 Develop or obtain contract management strategy and enter key details from the contract.

1.7 Form contract management team and allocate roles and responsibilities.

2. Implement a contract management strategy

2.1 Confirm and implement start-up or transition arrangements.

2.2 Establish information and contractor and stakeholder communication strategies.

2.3 Monitor and update risk management plan.

2.4 Manage relationship with contractors and stakeholders.

2.5 Obtain specialist expertise as necessary for progress meetings and for advice on or resolution of contract issues.

2.6 Maintain contract information and documentation.

3. Monitor and maintain performance of a contract

3.1 Ensure obligations to contractor and stakeholders are met.

3.2 Use monitoring and control measures and performance indicators to manage performance of contract and ensure that all obligations under the agreement are being met.

3.3 Manage contract variations.

3.4 Investigate and resolve or refer disputes and complaints.

3.5 Manage negotiation of contract issues.

3.6 Maintain communication with all stakeholders on the performance of the contract.

4. Complete and review contract

4.1 Confirm client satisfaction with contract deliverables.

4.2 Finalise, amend, cancel or terminate contracts.

4.3 Manage close-out, and renewal of contract or transition to a new contract.

4.4 Review contract management, contractor performance, user satisfaction and audit results.

4.5 Document and explain variances to measures or outcomes that are not met in full.

4.6 Report on contractor performance and review contract management practice and make recommendations for improvement.

Required Skills and Knowledge

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions section.

1. Prepare to manage a contract

1.1 Confirm and clarify contract requirements, approvals and funding arrangements and identify obligations and limits of authority.

1.2 Clarify and assist with contract administration issues by contacting specialists and stakeholders and confirm operational elements of the contract.

1.3 Identify and clarify key contract clauses.

1.4 Identify and confirm process, timings, and key performance indicators with stakeholders.

1.5 Develop or review the risk management plan.

1.6 Develop or obtain contract management strategy and enter key details from the contract.

1.7 Form contract management team and allocate roles and responsibilities.

2. Implement a contract management strategy

2.1 Confirm and implement start-up or transition arrangements.

2.2 Establish information and contractor and stakeholder communication strategies.

2.3 Monitor and update risk management plan.

2.4 Manage relationship with contractors and stakeholders.

2.5 Obtain specialist expertise as necessary for progress meetings and for advice on or resolution of contract issues.

2.6 Maintain contract information and documentation.

3. Monitor and maintain performance of a contract

3.1 Ensure obligations to contractor and stakeholders are met.

3.2 Use monitoring and control measures and performance indicators to manage performance of contract and ensure that all obligations under the agreement are being met.

3.3 Manage contract variations.

3.4 Investigate and resolve or refer disputes and complaints.

3.5 Manage negotiation of contract issues.

3.6 Maintain communication with all stakeholders on the performance of the contract.

4. Complete and review contract

4.1 Confirm client satisfaction with contract deliverables.

4.2 Finalise, amend, cancel or terminate contracts.

4.3 Manage close-out, and renewal of contract or transition to a new contract.

4.4 Review contract management, contractor performance, user satisfaction and audit results.

4.5 Document and explain variances to measures or outcomes that are not met in full.

4.6 Report on contractor performance and review contract management practice and make recommendations for improvement.

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

consulting and negotiating with contractors and stakeholders, involving complex oral and written exchanges of information

networking, within probity boundaries, with diverse stakeholders and contractors

interpreting complex documents, including contracts, legislation and guidelines

applying simple supply chain and supplier issues management techniques

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

commonwealth, state or territory, and local government legislation, policies, practices and guidelines relating to contract management, including environmental purchasing and corporate social responsibility guidance

contract performance management

privacy and confidentiality issues

probity principles and issues

financial and accounting issues relevant to the contract