Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

FNSORG604 Mapping and Delivery Guide
Establish outsourced services and monitor performance

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency FNSORG604 - Establish outsourced services and monitor performance
Description
Employability Skills
Learning Outcomes and Application This unit describes the skills and knowledge required to establish criteria for outsourced services, select and engage suppliers, and monitor their performance.It applies to individuals in senior roles who use a range of managerial techniques to provide guidance and responsibility for the work outcomes of others.Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the organisational skills field of work and include access to:

office equipment, technology, software and consumables

financial services information

organisational policy and procedures documentation.

Assessors must satisfy NVR/AQTF assessor requirements.
Prerequisites/co-requisites
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: 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
       
Element: 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
       
Element: 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
       
Element: 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
       


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Establish scope for outsourced services

1.1 Review selected activities within organisation to identify which activities should be outsourced

1.2 Identify and document scope of possible outsourced services

1.3 Identify and document legislative and regulatory requirements in required services

1.4 Make recommendation or decision on scope of outsourced services according to organisational requirements

2. Establish criteria for outsourced services

2.1 Define scope of expertise required for outsourced service, and establish and document performance standards

2.2 Establish and document monitoring and reporting procedures for outsourced services

2.3 Establish and monitor procedure for integrating outsourced services with practices, and prepare briefing and tender documents

3. Select and engage outsourced suppliers

3.1 Implement tender process according to organisational guidelines, assess tender applications according to required criteria and obtain further information if necessary

3.2 Select and engage suppliers of outsourced services according to organisational guidelines

3.3 Brief outsourced supplier on required service, fund standards and procedures

3.4 Inform personnel within organisation about outsourced services and working implications

4. Monitor performance of outsourced services

4.1 Assess outsourced service performance against performance outcomes and organisational requirements, and establish further review periods

4.2 Negotiate required changes in service

4.3 Document and communicate supplier performance internally as required

4.4 Re-engage or disengage outsourced services as required

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.

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.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Establish scope for outsourced services

1.1 Review selected activities within organisation to identify which activities should be outsourced

1.2 Identify and document scope of possible outsourced services

1.3 Identify and document legislative and regulatory requirements in required services

1.4 Make recommendation or decision on scope of outsourced services according to organisational requirements

2. Establish criteria for outsourced services

2.1 Define scope of expertise required for outsourced service, and establish and document performance standards

2.2 Establish and document monitoring and reporting procedures for outsourced services

2.3 Establish and monitor procedure for integrating outsourced services with practices, and prepare briefing and tender documents

3. Select and engage outsourced suppliers

3.1 Implement tender process according to organisational guidelines, assess tender applications according to required criteria and obtain further information if necessary

3.2 Select and engage suppliers of outsourced services according to organisational guidelines

3.3 Brief outsourced supplier on required service, fund standards and procedures

3.4 Inform personnel within organisation about outsourced services and working implications

4. Monitor performance of outsourced services

4.1 Assess outsourced service performance against performance outcomes and organisational requirements, and establish further review periods

4.2 Negotiate required changes in service

4.3 Document and communicate supplier performance internally as required

4.4 Re-engage or disengage outsourced services as required

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
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 
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 
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 
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 

Forms

Assessment Cover Sheet

FNSORG604 - Establish outsourced services and monitor performance
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

FNSORG604 - Establish outsourced services and monitor performance

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: