Unit of competency Outline

Date retreived
24/07/2026 12:47 AM AWST

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Obtain and manage consultancy services

Obtain and manage consultancy services

Unit of competency
National Code
BSBATSIW416
State Code
AUK68
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
25/03/2015
State Implementation and Classification
Approved Date
15/09/2015
Field of Education
080315 - Project Management
Original Release Date
15/09/2015
Nominal Hours
80
Description
This unit describes the skills and knowledge required to obtain and manage consultancy services.It applies to individuals who are responsible for obtaining and managing external experts to assist in the activities of the organisation.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
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
No information
No information
Replaces
State Code National Code Title Type
D4859 BSBATSIW416C Obtain and manage consultancy services Unit of competency
Replaced By
State Code National Code Title Type
ODR62 BSBFNG407 Oversee asset management in an Aboriginal and Torres Strait Islander organisation Unit of competency