Support trustee in the selection and performance monitoring of outsourced services

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver FNSSMS505, 'Support trustee in the selection and performance monitoring of outsourced services'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Support trustee in the selection and performance monitoring of outsourced services' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Assist trustee to establish scope for outsourced services

1.1 Conduct review to determine extent to which selected activities are being conducted by trustees or by outsourced services

1.2 Identify activities within fund that can, or are required to, be outsourced

1.3 Identify scope of possible outsourced services

1.4 Identify legislative requirements relating to required services

1.5 Make recommendation and/or decision on scope of outsourced services according to fund requirements

1.6 Establish engagement criteria in negotiation with trustee

2. Assist trustee to establish performance criteria for outsourced services

2.1 Define and document scope of expertise required from outsourced service

2.2 Establish and document performance standards for provision of monitoring service standards and performance outcomes of outsourced service providers

2.3 Establish and document monitoring and measuring processes for performance outcomes of outsourced services

2.4 Establish and document reporting processes of outsourced services

2.5 Prepare briefing documents to supply to outsourced service providers

3. Assist trustee to select and engage outsourced suppliers

3.1 Assist trustee to select suppliers of outsourced services against established criteria

3.2 Formally engage outsourced suppliers following operational guidelines

3.3 Brief outsourced suppliers on required service performance standards to ensure clarity of requirements

3.4 Confirm with trustee outsourced services in place and working implications

4. Assist trustee to monitor performance outcomes of outsourced services

4.1 Evaluate performance outcomes of outsourced services against performance standards

4.2 Establish further review periods, to revaluate as necessary

4.3 Negotiate required changes in services and document accurately

4.4 Document and communicate supplier performance to trustee

4.5 Disengage outsourced services as required following operational guidelines


Qualifications and Skillsets

FNSSMS505 appears in the following qualifications:

  • FNS50710 - Diploma of Superannuation
  • FNS60510 - Advanced Diploma of Superannuation
  • FNS50711 - Diploma of Superannuation
  • FNS60513 - Advanced Diploma of Superannuation
  • FNS60515 - Advanced Diploma of Superannuation
  • FNS50715 - Diploma of Superannuation