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Evidence Guide: FNSORG604 - Establish outsourced services and monitor performance

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!

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FNSORG604 - Establish outsourced services and monitor performance

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

Establish scope for outsourced services

  1. Review selected activities within organisation to identify which activities should be outsourced
  2. Identify and document scope of possible outsourced services
  3. Identify and document legislative and regulatory requirements in required services
  4. Make recommendation or decision on scope of outsourced services according to organisational requirements
Review selected activities within organisation to identify which activities should be outsourced

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and document scope of possible outsourced services

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and document legislative and regulatory requirements in required services

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish criteria for outsourced services

  1. Define scope of expertise required for outsourced service, and establish and document performance standards
  2. Establish and document monitoring and reporting procedures for outsourced services
  3. Establish and monitor procedure for integrating outsourced services with practices, and prepare briefing and tender documents
Define scope of expertise required for outsourced service, and establish and document performance standards

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish and document monitoring and reporting procedures for outsourced services

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select and engage outsourced suppliers

  1. Implement tender process according to organisational guidelines, assess tender applications according to required criteria and obtain further information if necessary
  2. Select and engage suppliers of outsourced services according to organisational guidelines
  3. Brief outsourced supplier on required service, fund standards and procedures
  4. Inform personnel within organisation about outsourced services and working implications
Implement tender process according to organisational guidelines, assess tender applications according to required criteria and obtain further information if necessary

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select and engage suppliers of outsourced services according to organisational guidelines

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Brief outsourced supplier on required service, fund standards and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Inform personnel within organisation about outsourced services and working implications

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor performance of outsourced services

  1. Assess outsourced service performance against performance outcomes and organisational requirements, and establish further review periods
  2. Negotiate required changes in service
  3. Document and communicate supplier performance internally as required
  4. Re-engage or disengage outsourced services as required
Assess outsourced service performance against performance outcomes and organisational requirements, and establish further review periods

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Negotiate required changes in service

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document and communicate supplier performance internally as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Re-engage or disengage outsourced services as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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

Required Skills and Knowledge

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.