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Evidence Guide: SISXFAC004 - Coordinate facility and equipment acquisition and maintenance

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

 

SISXFAC004 - Coordinate facility and equipment acquisition and maintenance

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

Scope facility and equipment maintenance needs.

  1. Source and analyse equipment, and facility maintenance history, and confirm with appropriate personnel.
  2. Identify areas or items prone to defects or requiring regular maintenance.
  3. Identify maintenance budget and resources available to carry out work required.
  4. Calculate costing of work and assess impact on budget.
  5. Identify need for operational testing and recommissioning.
Source and analyse equipment, and facility maintenance history, and confirm with appropriate personnel.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify areas or items prone to defects or requiring regular maintenance.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify maintenance budget and resources available to carry out work required.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Calculate costing of work and assess impact on budget.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify need for operational testing and recommissioning.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop maintenance plan.

  1. Prioritise maintenance requirements, taking into consideration safety, security and capacity.
  2. Develop and document maintenance plans.
  3. Confirm and document availability of resources.
  4. Develop work schedules for identified work requirements in consultation with affected user groups.
  5. Identify organisations and individuals suitably qualified to undertake maintenance repair services.
  6. Develop and document procedures for isolation and access.
  7. Develop record keeping systems for repair work completed.
  8. Develop systems to ensure that urgent or non-routine maintenance jobs are reported to the appropriate authority immediately.
Prioritise maintenance requirements, taking into consideration safety, security and capacity.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop and document maintenance plans.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Confirm and document availability of resources.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop work schedules for identified work requirements in consultation with affected user groups.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify organisations and individuals suitably qualified to undertake maintenance repair services.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop and document procedures for isolation and access.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop record keeping systems for repair work completed.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop systems to ensure that urgent or non-routine maintenance jobs are reported to the appropriate authority immediately.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Implement and monitor maintenance plan.

  1. Inform relevant individuals of maintenance requirements and duties.
  2. Manage and document requests for isolations where appropriate, in a timely manner.
  3. Convey information in relation to work schedules to all affected staff and service users.
  4. Monitor work schedules and expenditure.
  5. Schedule maintenance work to minimise disruption to service operation.
  6. Seek feedback on maintenance plan from appropriate personnel and modify plan to reflect feedback obtained as appropriate.
Inform relevant individuals of maintenance requirements and duties.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Manage and document requests for isolations where appropriate, in a timely manner.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Convey information in relation to work schedules to all affected staff and service users.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor work schedules and expenditure.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Schedule maintenance work to minimise disruption to service operation.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Seek feedback on maintenance plan from appropriate personnel and modify plan to reflect feedback obtained as appropriate.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor on-site maintenance contracts and contractors.

  1. Convey maintenance requirements to contractors.
  2. Monitor work in progress and work outcomes to ensure the alignment with contractual and organisational requirements.
Convey maintenance requirements to contractors.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor work in progress and work outcomes to ensure the alignment with contractual and organisational requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Supervise equipment storage.

  1. Establish re-order levels and notify appropriate personnel when adequate levels cannot be sustained.
  2. Establish procedures to ensure equipment is stored safely and appropriately.
  3. Establish systems for recording quantity and condition of stored equipment.
Establish re-order levels and notify appropriate personnel when adequate levels cannot be sustained.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Establish procedures to ensure equipment is stored safely and appropriately.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Establish systems for recording quantity and condition of stored equipment.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Coordinate the selection and purchase of new equipment and facilities.

  1. Investigate options for new equipment and facilities.
  2. Encourage staff members to contribute recommendations to selection of new equipment and facilities.
  3. Identify benefits expected from the suggested new equipment and facilities.
  4. Estimate acquisition costs based on evaluation of current, accurate and relevant data.
  5. Make decisions on replacing and acquiring physical assets.
  6. Select methods of financing to meet current financial objectives.
  7. Keep accurate records of all agreements.
Investigate options for new equipment and facilities.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Encourage staff members to contribute recommendations to selection of new equipment and facilities.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify benefits expected from the suggested new equipment and facilities.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Estimate acquisition costs based on evaluation of current, accurate and relevant data.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Make decisions on replacing and acquiring physical assets.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Select methods of financing to meet current financial objectives.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Keep accurate records of all agreements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Scope facility and equipment maintenance needs.

  1. Source and analyse equipment, and facility maintenance history, and confirm with appropriate personnel.
  2. Identify areas or items prone to defects or requiring regular maintenance.
  3. Identify maintenance budget and resources available to carry out work required.
  4. Calculate costing of work and assess impact on budget.
  5. Identify need for operational testing and recommissioning.
Source and analyse equipment, and facility maintenance history, and confirm with appropriate personnel.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify areas or items prone to defects or requiring regular maintenance.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify maintenance budget and resources available to carry out work required.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Calculate costing of work and assess impact on budget.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify need for operational testing and recommissioning.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop maintenance plan.

  1. Prioritise maintenance requirements, taking into consideration safety, security and capacity.
  2. Develop and document maintenance plans.
  3. Confirm and document availability of resources.
  4. Develop work schedules for identified work requirements in consultation with affected user groups.
  5. Identify organisations and individuals suitably qualified to undertake maintenance repair services.
  6. Develop and document procedures for isolation and access.
  7. Develop record keeping systems for repair work completed.
  8. Develop systems to ensure that urgent or non-routine maintenance jobs are reported to the appropriate authority immediately.
Prioritise maintenance requirements, taking into consideration safety, security and capacity.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop and document maintenance plans.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Confirm and document availability of resources.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop work schedules for identified work requirements in consultation with affected user groups.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify organisations and individuals suitably qualified to undertake maintenance repair services.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop and document procedures for isolation and access.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop record keeping systems for repair work completed.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop systems to ensure that urgent or non-routine maintenance jobs are reported to the appropriate authority immediately.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Implement and monitor maintenance plan.

  1. Inform relevant individuals of maintenance requirements and duties.
  2. Manage and document requests for isolations where appropriate, in a timely manner.
  3. Convey information in relation to work schedules to all affected staff and service users.
  4. Monitor work schedules and expenditure.
  5. Schedule maintenance work to minimise disruption to service operation.
  6. Seek feedback on maintenance plan from appropriate personnel and modify plan to reflect feedback obtained as appropriate.
Inform relevant individuals of maintenance requirements and duties.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Manage and document requests for isolations where appropriate, in a timely manner.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Convey information in relation to work schedules to all affected staff and service users.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor work schedules and expenditure.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Schedule maintenance work to minimise disruption to service operation.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Seek feedback on maintenance plan from appropriate personnel and modify plan to reflect feedback obtained as appropriate.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor on-site maintenance contracts and contractors.

  1. Convey maintenance requirements to contractors.
  2. Monitor work in progress and work outcomes to ensure the alignment with contractual and organisational requirements.
Convey maintenance requirements to contractors.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor work in progress and work outcomes to ensure the alignment with contractual and organisational requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Supervise equipment storage.

  1. Establish re-order levels and notify appropriate personnel when adequate levels cannot be sustained.
  2. Establish procedures to ensure equipment is stored safely and appropriately.
  3. Establish systems for recording quantity and condition of stored equipment.
Establish re-order levels and notify appropriate personnel when adequate levels cannot be sustained.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Establish procedures to ensure equipment is stored safely and appropriately.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Establish systems for recording quantity and condition of stored equipment.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Coordinate the selection and purchase of new equipment and facilities.

  1. Investigate options for new equipment and facilities.
  2. Encourage staff members to contribute recommendations to selection of new equipment and facilities.
  3. Identify benefits expected from the suggested new equipment and facilities.
  4. Estimate acquisition costs based on evaluation of current, accurate and relevant data.
  5. Make decisions on replacing and acquiring physical assets.
  6. Select methods of financing to meet current financial objectives.
  7. Keep accurate records of all agreements.
Investigate options for new equipment and facilities.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Encourage staff members to contribute recommendations to selection of new equipment and facilities.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify benefits expected from the suggested new equipment and facilities.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Estimate acquisition costs based on evaluation of current, accurate and relevant data.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Make decisions on replacing and acquiring physical assets.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Select methods of financing to meet current financial objectives.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Keep accurate records of all agreements.

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.

1. Scope facility and equipment maintenance needs.

1.1 Source and analyse equipment, and facility maintenance history, and confirm with appropriate personnel.

1.2 Identify areas or items prone to defects or requiring regular maintenance.

1.3 Identify maintenance budget and resources available to carry out work required.

1.4 Calculate costing of work and assess impact on budget.

1.5 Identify need for operational testing and recommissioning.

2. Develop maintenance plan.

2.1 Prioritise maintenance requirements, taking into consideration safety, security and capacity.

2.2 Develop and document maintenance plans.

2.3 Confirm and document availability of resources.

2.4 Develop work schedules for identified work requirements in consultation with affected user groups.

2.5 Identify organisations and individuals suitably qualified to undertake maintenance repair services.

2.6 Develop and document procedures for isolation and access.

2.7 Develop record keeping systems for repair work completed.

2.8 Develop systems to ensure that urgent or non-routine maintenance jobs are reported to the appropriate authority immediately.

3. Implement and monitor maintenance plan.

3.1 Inform relevant individuals of maintenance requirements and duties.

3.2 Manage and document requests for isolations where appropriate, in a timely manner.

3.3 Convey information in relation to work schedules to all affected staff and service users.

3.4 Monitor work schedules and expenditure.

3.5 Schedule maintenance work to minimise disruption to service operation.

3.6 Seek feedback on maintenance plan from appropriate personnel and modify plan to reflect feedback obtained as appropriate.

4. Monitor on-site maintenance contracts and contractors.

4.1 Convey maintenance requirements to contractors.

4.2 Monitor work in progress and work outcomes to ensure the alignment with contractual and organisational requirements.

5. Supervise equipment storage.

5.1 Establish re-order levels and notify appropriate personnel when adequate levels cannot be sustained.

5.2 Establish procedures to ensure equipment is stored safely and appropriately.

5.3 Establish systems for recording quantity and condition of stored equipment.

6. Coordinate the selection and purchase of new equipment and facilities.

6.1 Investigate options for new equipment and facilities.

6.2 Encourage staff members to contribute recommendations to selection of new equipment and facilities.

6.3 Identify benefits expected from the suggested new equipment and facilities.

6.4 Estimate acquisition costs based on evaluation of current, accurate and relevant data.

6.5 Make decisions on replacing and acquiring physical assets.

6.6 Select methods of financing to meet current financial objectives.

6.7 Keep accurate records of all agreements.

Required Skills and Knowledge

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes

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

1. Scope facility and equipment maintenance needs.

1.1 Source and analyse equipment, and facility maintenance history, and confirm with appropriate personnel.

1.2 Identify areas or items prone to defects or requiring regular maintenance.

1.3 Identify maintenance budget and resources available to carry out work required.

1.4 Calculate costing of work and assess impact on budget.

1.5 Identify need for operational testing and recommissioning.

2. Develop maintenance plan.

2.1 Prioritise maintenance requirements, taking into consideration safety, security and capacity.

2.2 Develop and document maintenance plans.

2.3 Confirm and document availability of resources.

2.4 Develop work schedules for identified work requirements in consultation with affected user groups.

2.5 Identify organisations and individuals suitably qualified to undertake maintenance repair services.

2.6 Develop and document procedures for isolation and access.

2.7 Develop record keeping systems for repair work completed.

2.8 Develop systems to ensure that urgent or non-routine maintenance jobs are reported to the appropriate authority immediately.

3. Implement and monitor maintenance plan.

3.1 Inform relevant individuals of maintenance requirements and duties.

3.2 Manage and document requests for isolations where appropriate, in a timely manner.

3.3 Convey information in relation to work schedules to all affected staff and service users.

3.4 Monitor work schedules and expenditure.

3.5 Schedule maintenance work to minimise disruption to service operation.

3.6 Seek feedback on maintenance plan from appropriate personnel and modify plan to reflect feedback obtained as appropriate.

4. Monitor on-site maintenance contracts and contractors.

4.1 Convey maintenance requirements to contractors.

4.2 Monitor work in progress and work outcomes to ensure the alignment with contractual and organisational requirements.

5. Supervise equipment storage.

5.1 Establish re-order levels and notify appropriate personnel when adequate levels cannot be sustained.

5.2 Establish procedures to ensure equipment is stored safely and appropriately.

5.3 Establish systems for recording quantity and condition of stored equipment.

6. Coordinate the selection and purchase of new equipment and facilities.

6.1 Investigate options for new equipment and facilities.

6.2 Encourage staff members to contribute recommendations to selection of new equipment and facilities.

6.3 Identify benefits expected from the suggested new equipment and facilities.

6.4 Estimate acquisition costs based on evaluation of current, accurate and relevant data.

6.5 Make decisions on replacing and acquiring physical assets.

6.6 Select methods of financing to meet current financial objectives.

6.7 Keep accurate records of all agreements.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

plan for and manage the maintenance, acquisition, and replacement of at least two of the following main types physical assets:

buildings

built structures

equipment related to one of the following:

sport

fitness

recreation

safety

indoor

outdoor

gardens

pools

vehicles

provide regular reports on above assets that reflect:

maintenance history of equipment and facility:

condition of equipment and facilities

recent modifications

existing status

frequency

formal and informal customer and staff feedback

procedures for integrating daytoday condition reports

scheduled

internal or external inspections or audits

implementation of maintenance plan and any alterations to the plan as required

develop and maintain a current register for above assets.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit :

legislation to enable:

safe coordination and implementation of maintenance operations

reporting of unsafe equipment

organisational policies and procedures to enable maintenance programs to be planned and implemented efficiently, safely and responsibly

types of physical assets required by industry and the organisation

maintenance requirements for different types of physical assets

formats for and inclusions of asset registers specified in performance evidence

features and benefits of different financing options for asset acquisition:

hire purchase

lease

purchase

rent

depreciation that can be applied to different types of physical assets

practices to support environmental sustainability using different types of physical assets

safety standards of equipment and maintenance techniques relevant to the equipment being maintained

contract and legal requirements for outsourced repairs

schedule of facility operations to enable maintenance to be carried out with minimum disruption

re-order levels for consumables

criteria for assessing the safety of materials and equipment.