Unit of competency Outline

Date retreived
22/07/2026 10:38 PM AWST

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Obtain and manage consultancy services

Obtain and manage consultancy services

Unit of competency
National Code
BSBATSIW416C
State Code
D4859
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
10/03/2009
View on TGA
State Implementation and Classification
Approved Date
07/10/2014
Field of Education
080315 - Project Management
Original Release Date
07/10/2014
Nominal Hours
80
Description
This unit describes the performance outcomes, skills and knowledge required to obtain and manage consultancy services.Some aspects of governance activities may be subject to legislation, rules, regulations and codes of practice relevant to different job roles and jurisdictions.
Notes
Elements and Performance Criteria
1. Establish the need for external advice
  • 1.1. Identify required expertise not available in the organisation
  • 1.2. Identify potential funding sources to purchase outside expertise
2. Prepare terms of reference
  • 2.1. Form a management group to oversee the project
  • 2.2. Prepare terms of reference (consultancy brief) for consultant services
  • 2.3. Identify and include opportunities for paid community involvement where appropriate
3. Select a consultant
  • 3.1. Advertise terms of reference for the consultancy
  • 3.2. Establish a process for short listing, including appointment of a selection panel
  • 3.3. Select the most suitable applicant according to the organisation's requirements, policies and procedures
  • 3.4. Ensure successful and unsuccessful applicants are advised of the outcome and provided with feedback
  • 3.5. Ensure appropriate procedures are in place to document the selection process and outcome
4. Develop a contract
  • 4.1. Obtain legal advice on contract requirements
  • 4.2. Ensure a draft contract is prepared in accordance with legal advice that outlines what is required of the consultant
5. Brief the consultant
  • 5.1. Clarify the board's requirements with the consultant
  • 5.2. Negotiate final details of the project with the consultant, including expectations of performance and outcomes
  • 5.3. Ensure the contract is finalised and signed
  • 5.4. Familiarise the consultant with the organisation and its personnel
6. Monitor consultant's performance
  • 6.1. Check that reports are received from consultant according to contractual requirements
  • 6.2. Evaluate reports against agreed outcomes and follow up issues where required
  • 6.3. Participate in performance reviews against contract requirements
  • 6.4. Ensure progress payments are made against milestones and key performance indicators
  • 6.5. Ensure final payment is made when contract requirements have been met
RANGE STATEMENT
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Expertise:
may include:
accounting
business development
community planning
legal
training
planning
research
may involve:
evaluating services and procedures
solving major problems
writing submissions
writing policy and procedures.
Terms of reference may include:
community aims
community involvement
expenses
payment schedule
reporting requirements
required outcomes and key performance indicators
reviews
timelines.
EVIDENCE GUIDE
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the ability to:
obtainappropriate consultancy services that meet legal and organisational requirements
monitor and review consultant's performance against relevant criteria
provide feedback on consultant's performance.

Context of and specific resources for assessment
Assessment must ensure:
participation on an actual or simulated board
access to examples of situations where boards may seek consultancy services
access to examples of relevant documents
knowledge and performance are assessed over time to confirm consistency in performance.

Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
observation of performance on a board or simulated board
direct questioning combined with reflection of practical board performance by the candidate
analysis of responses to case studies and scenarios
observation of presentations and group discussions
oral or written questioning to assess knowledge
observation of performance in role plays
analysis of feedback from consultants, board members and staff regarding performance.

Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.
Replaced By
State Code National Code Title Type
AUK68 BSBATSIW416 Obtain and manage consultancy services Unit of competency