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Evidence Guide: TLIR5005 - 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

 

TLIR5005 - Manage a contract

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

Confirm contract requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Relevant parties are consulted to identify their contract requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Special provisions needed are identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Need for specialist legal advice is identified and advice is obtained as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Key performance outcomes and measures are specified for inclusion in contract

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Relationship with contractor is established in accordance with organisational policies and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish contract management system

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Effective communication/information strategies are established

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Dispute and complaint system is established in accordance with organisational policies 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 required during the life of the contract

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor contract

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Regular inspections of contract services are undertaken to ensure compliance with specifications

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Variations between specified scope of services and 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 service is carried out within financial and contractual requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Payments for contract services are authorised in accordance with contract conditions and organisational contract administrative system

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate contract

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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 supplier performance, organisational 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

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Confirm contract requirements

1.1

Relevant parties are consulted to identify their contract requirements

1.2

Special provisions needed are identified

1.3

Need for specialist legal advice is identified and advice is obtained as required

1.4

Key performance outcomes and measures are specified for inclusion in contract

1.5

Relationship with contractor is established in accordance with organisational policies and procedures

2

Establish contract management system

2.1

Effective communication/information strategies are established

2.2

Dispute and complaint system is established in accordance with organisational policies and procedures

2.3

Consistent and accurate records of contract progress are maintained

2.4

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

3

Monitor contract

3.1

Regular inspections of contract services are undertaken to ensure compliance with specifications

3.2

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

3.3

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

3.4

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

3.5

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

3.6

Payments for contract services are authorised in accordance with contract conditions and organisational contract administrative system

4

Evaluate contract

4.1

Evaluation of contract performance is undertaken relative to planned performance measures and in consultation with stakeholders and suppliers

4.2

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

4.3

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

4.4

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

Required Skills and Knowledge

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Confirm contract requirements

1.1

Relevant parties are consulted to identify their contract requirements

1.2

Special provisions needed are identified

1.3

Need for specialist legal advice is identified and advice is obtained as required

1.4

Key performance outcomes and measures are specified for inclusion in contract

1.5

Relationship with contractor is established in accordance with organisational policies and procedures

2

Establish contract management system

2.1

Effective communication/information strategies are established

2.2

Dispute and complaint system is established in accordance with organisational policies and procedures

2.3

Consistent and accurate records of contract progress are maintained

2.4

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

3

Monitor contract

3.1

Regular inspections of contract services are undertaken to ensure compliance with specifications

3.2

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

3.3

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

3.4

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

3.5

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

3.6

Payments for contract services are authorised in accordance with contract conditions and organisational contract administrative system

4

Evaluate contract

4.1

Evaluation of contract performance is undertaken relative to planned performance measures and in consultation with stakeholders and suppliers

4.2

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

4.3

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

4.4

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

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

applying relevant legislation and workplace procedures

communicating and communicating effectively with others when managing a contract

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

modifying activities depending on operational contingencies, risk situations and environments, and negotiating modifications with the contractor or agent as required

monitoring and prioritising work activities in terms of planned schedule

negotiating solutions to problems as they arise during the contract timeframe

operating electronic communications equipment to required protocol

reading and interpreting instructions, procedures, information and the contract itself.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

confidentiality issues in relation to contracted services such as intellectual property

disposals considerations

equal employment opportunity and anti-discrimination law

ethical issues

financial and accounting issues relevant to the contract

financial management of a contract including negotiating price variations during the contract

organisational purchasing policies and practices

performance management in terms of identifying and managing contract compliance

procedures for acceptance of goods or services

procedures for operating electronic communications equipment

procurement approval processes

procurement negotiation practices, including legal aspects

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

requirements for completing relevant documentation.

Range Statement

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions can be found in the Companion Volume Implementation Guide.