Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

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

1 Establish need for external advice

1.1 Identify required expertise not available within 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 consultant

3.1 Advertise terms of reference for consultancy

3.2 Establish a process for short-listing, including appointment of selection panel

3.3 Select most suitable applicant according to the organisation’s requirements, policies and procedures

3.4 Ensure successful and unsuccessful applicants are advised of outcome and provided with feedback

3.5 Ensure appropriate procedures are in place to document selection process and outcome

4 Develop contract

4.1 Obtain legal advice on contract requirements

4.2 Ensure a draft contract is prepared in accordance with legal advice outlining what is required of the consultant

5 Brief consultant

5.1 Clarify the board’s requirements with consultant

5.2 Negotiate final details of project with consultant, including expectations of performance and outcomes

5.3 Ensure contract is finalised and signed

5.4 Familiarise consultant with the organisation and its personnel

6 Monitor consultant’s performance

6.1 Check 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

Skill 

Performance 

Criteria 

Description 

Reading

1.1, 1.2, 2.2, 2.3, 4.1, 4.2, 5.3, 6.1-6.4

• Evaluates and integrates facts and ideas to construct meaning from a range of text types

Writing

2.2, 2.3, 3.1-3.5, 4.2, 5.3, 6.2

• Integrates information from a number of sources and develops content that support purposes and format of the material, using clear and logical grammatical structure and appropriate language

Oral Communication

2.1, 3.4, 4.1, 5.1, 5.2, 5.4, 6.2, 6.3

• Uses active questioning and listening to elicit information and confirm understanding
• Participates in verbal exchanges using clear language, suitable syntax and tone to address and disseminate relevant information to a variety of individuals

Numeracy

1.2, 6.4, 6.5

• Interprets numerical information and makes basic calculations to manage resources and consultant’s fees

Navigate the world of work

3.3, 4.1, 4.2, 6.1

• Monitors adherence to legal requirements and organisational procedures and considers own role in terms of its contribution to broader goals of work environment

Interact with others

2.1, 3.2, 3.4, 4.1, 5.1, 5.2, 5.4, 6.2, 6.3

• Selects and uses appropriate conventions and protocols when communicating with internal and external stakeholders to share information or negotiate shared outcomes
• Cooperates with others as part of familiar routine activities and contributes to specific activities requiring joint responsibility and accountability

Get the work done

1.1, 1.2, 2.1, 2.3, 3.2, 3.3, 3.5, 6.2

• Develops plans to manage relatively complex, non-routine tasks with an awareness of how they may contribute to longer-term operational and strategic goals
• Uses systematic, analytical processes in complex, non-routine situations, setting goals, gathering relevant information and identifying options to make decisions
• Recognises and addresses some unfamiliar problems of increasing complexity within own scope, recognising when to seek expertise of others

Code and title  

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBATSIW416 Obtain and manage consultancy services

BSBATSIW416C Obtain and manage consultancy services

Updated to meet Standards for Training Packages

Equivalent unit

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.