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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Establish scope for outsourced services
   • Review selected activities within organisation to identify which activities should be outsourced
   • Identify and document scope of possible outsourced services
   • Identify and document legislative and regulatory requirements in required services
   • Make recommendation or decision on scope of outsourced services according to organisational requirements
2. Establish criteria for outsourced services
   • Define scope of expertise required for outsourced service, and establish and document performance standards
   • Establish and document monitoring and reporting procedures for outsourced services
   • Establish and monitor procedure for integrating outsourced services with practices, and prepare briefing and tender documents
3. Select and engage outsourced suppliers
   • Implement tender process according to organisational guidelines, assess tender applications according to required criteria and obtain further information if necessary
   • Select and engage suppliers of outsourced services according to organisational guidelines
   • Brief outsourced supplier on required service, fund standards and procedures
   • Inform personnel within organisation about outsourced services and working implications
4. Monitor performance of outsourced services
   • Assess outsourced service performance against performance outcomes and organisational requirements, and establish further review periods
   • Negotiate required changes in service
   • Document and communicate supplier performance internally as required
   • Re-engage or disengage outsourced services as required

Performance Evidence

Evidence of the ability to:

comply with legislative and regulatory requirements

establish criteria for outsourced services

select and engage suppliers or services effectively and efficiently

monitor performance of outsourced services effectively

prepare tender documents, implement a tender process and assess applications.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

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Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

explain the key features of compliance and reporting requirements of the relevant sector of industry

describe the scope of organisational service provisions

outline the organisational procedures for ensuring legislative and regulatory requirements are met

define methods to establish the reputation and expertise of service providers in the industry

outline the tender process

describe effective performance management procedures for outsourced services

explain risk management strategies for outsourced services

identify timeframe requirements for compliance reports for specialist services.

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