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Evidence Guide: TLIR5005A - Manage a contract

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

 

TLIR5005A - Manage a contract

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

Confirm contract requirements

  1. Consult relevant parties to identify their requirements of the contract
  2. Identify special provisions needed
  3. Identify whether the contract is straightforward or whether specialist legal advice is needed and obtain advice where required
  4. Contract specifications clearly identify the outcomes and measures required in the key performance areas
  5. Relationship with contractor is managed in accordance with organisational policy and procedures
Consult relevant parties to identify their requirements of the contract

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify special provisions needed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify whether the contract is straightforward or whether specialist legal advice is needed and obtain advice where required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Contract specifications clearly identify the outcomes and measures required in the key performance areas

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish contract management system

  1. Effective communication/information strategies are established
  2. Dispute and complaint system is established according to organisational policy and procedures
  3. Consistent and accurate records of contract progress are maintained
  4. Management strategy is documented, monitored for effectiveness and adapted as necessary during the life of the contract
Effective communication/information strategies are established

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Dispute and complaint system is established according to organisational policy and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Consistent and accurate records of contract progress are maintained

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor contract

  1. Regular inspections of contract services are undertaken to ensure compliance with specifications
  2. Regular planned progress meetings are conducted and documented between all contract personnel to ensure problems are identified and resolved early and documented
  3. Variations between the specified scope of services and the contract are identified and documented and relevant personnel are notified without delay
  4. Contract costs are monitored on a regular basis to ensure that the service is carried out within financial and contractual requirements
  5. Payments for contract services are authorised in accordance with the conditions of contract and organisation's contract administrative system
Regular inspections of contract services are undertaken to ensure compliance with specifications

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Payments for contract services are authorised in accordance with the conditions of contract and organisation's contract administrative system

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate the contract

  1. Evaluation of contract performance is undertaken relative to planned performance measures and in consultation with stakeholders and suppliers
  2. Conclusions are detailed against agreed criteria and a complete picture of performance of the supplier, the organisation's procurement processes and value for money is provided
  3. Evaluation is documented in accordance with organisational requirements to assist improvement in future procurement activities
  4. Relevant parties are advised of evaluation outcomes in a timely manner in accordance with organisational guidelines
Evaluation of contract performance is undertaken relative to planned performance measures and in consultation with stakeholders and suppliers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

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 knowledge and skills, the range statement and the assessment guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:

the underpinning knowledge and skills

relevant legislation and workplace procedures

other relevant aspects of the range statement

Context of and specific resources for assessment

Performance is demonstrated consistently over a period of time and in a suitable range of contexts

Resources for assessment include:

a range of relevant exercises, case studies and/or other simulated practical and knowledge assessment, and/or

access to an appropriate range of relevant operational situations in the workplace

In both real and simulated environments, access is required to:

relevant and appropriate materials and equipment, and

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

Method of assessment

Assessment of this unit must be undertaken by a registered training organisation

As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests

Practical assessment must occur:

through activities in an appropriately simulated environment at the registered training organisation, and/or

in an appropriate range of situations in the workplace

Required Skills and Knowledge

This section describes the knowledge and skills required for this unit.

Required knowledge:

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

Purchasing policies and practices of the organisation

Whole-of-life considerations

Disposals considerations

Procedures for acceptance of goods or services

Procurement approval processes

Sufficient knowledge of finance to be able to manage a contract including negotiating price variations during the contract

Performance management to be able to identify and manage compliance with the contract

Confidentiality issues in relation to contracted services such as intellectual property

Negotiation practice in procurement, including legal aspects

Ethical issues

Equal employment opportunity and anti-discrimination law

Financial and accounting issues relevant to the contract.

Procedures for operating electronic communications equipment

Requirements for completing relevant documentation

Code of practice for working collaboratively with others

Required skills:

Communicate effectively with others when managing a contract

Read and interpret instructions, procedures, information and the contract itself

Interpret and follow operational instructions and prioritise work

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

Operate electronic communication equipment to required protocol

Work collaboratively with others

Adapt appropriately to cultural differences in the workplace, including modes of behaviour and interactions with others

Negotiate solutions to problems as they arise during the management timeframe of the contract

Modify activities depending on differing operational contingencies, risk situations and environments and negotiate those modifications where necessary with the contractor or agent

Monitor work activities in terms of planned schedule

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.

Disputes and complaints may include disputes over:

requirements

delivery schedules

price changes

extensions to scope

additional tasking

payment schedules

Depending on the organisation concerned, workplace procedures may be called:

standard operating procedures (SOPs)

company procedures

enterprise procedures

organisational procedures

established procedures

Communication in the work area may include:

phone

electronic data interchange (EDI)

fax

email

internet

RF systems

oral, aural or signed communications

Consultative processes may involve:

other employees and supervisors

relevant authorities

legal or other expert advisers

Documentation and records may include:

relevant legislation, regulations and codes of practice related to procurement and contracted services

relevant OH&S and environmental protection regulations, if applicable

organisation's policies and procedures on procurement and contracted services

contract schedules, specifications and related documentation

quality assurance procedures

relevant Australian Standards and certification requirements where these apply to the contracted services

Applicable legislation and regulations may include:

relevant sections of national and state or territory regulatory requirements and codes of practice related to procurement, including trade practices law, law of contract, commercial law and fair trading legislation