SITXMGT005 – Establish and conduct business relationships
WORKPLACE ASSESSMENT TASK 2 – ASSESSOR’S CHECKLIST
This form is for the assessor’s use only.
Purpose
This Assessor’s Checklist outlines the specific criteria that the candidate’s submission must satisfactorily meet
for Workplace Assessment Task 2.
This form is to be completed by the candidate’s assessor to document their assessment of the candidate’s
submission in Workplace Assessment Task 2.
Task Overview
This task requires the candidate to make at least one formal contract with each of the identified stakeholders
in Workplace Assessment Task 1.
Candidate can use their workplace/organisation’s template to complete this task, or access the Business
Contract provided at The Continent Hotel site.
In this task, candidate will be assessed in their:
Practical knowledge of organisational requirements and procedures for business agreements and
contracts.
Practical skills relevant to making business agreements and contracts.
Instructions to the Assessor
Before the assessment
Access and review the following:
o Meeting minutes of negotiations held for business relationships in Workplace Assessment
Task 1.
o Organisational policy and procedures for business agreements and contracts.
Review the items in this checklist and contextualise, as appropriate to the following:
o Workplace context of the candidate.
o Policy and procedures for business agreements and contracts in the candidate’s workplace.
Update the criteria listed in this checklist to match these requirements.
IMPORTANT:
The criterion currently listed in the checklist below are only generic criterion that may not necessarily
apply to the task the candidate is currently working on. The assessor must ensure this checklist has
been contextualised to reflect the requirements that apply to the task before the candidate starts this
assessment task.
Provide the candidate with access to templates/forms from the workplace/organisation/your RTO to
complete this workplace assessment task. Contextualise these required/templates forms to reflect
the requirements of this task.
Discuss the resources required by the candidate to complete the task, and ensure that they have
access to these resources.
Discuss this assessment task with the candidate, including the criteria they need to meet to
satisfactorily complete this task.
Review this form with the candidate and address any queries or concerns they may have about it.
When assessing the candidate’s submission
Review the candidate’s submission.
For each criterion listed in this checklist:
o Tick YES if you confirm the candidate’s submission satisfactorily meets the criterion.
o Tick NO if you confirm the candidate’s submission does not satisfactorily meet the criterion.
Write specific comments on the candidate’s performance in each criterion. Your feedback/insights
will help address any area(s) for improvement.
After assessing the candidate’s submission
Complete all parts of the Assessor’s Checklist, including the Assessor Declaration on the last page of
this form. Your signature must be handwritten.
Candidate Details
Candidate Name
Title/Designation
Assessor/Observer Details
Assessor/Observer Name
Training Organisation
Relevant Qualifications Held
Assessment Context
Assessment Environment Candidate’s Workplace Simulated Workplace
Workplace/Organisation
State/Territory
Business Contract template, or similar from the candidate’s
workplace/organisation
Meeting minutes for negotiations held with relevant
stakeholders in Workplace Assessment Task 1
Organisational policy and procedures for business agreements
and contracts
Resources required for People, including:
assessment At least one manager/supervisor for consultation on
evaluation of need for specialist advice for contracts
At least one specialist for consultation on a contract
At least two relevant stakeholders for confirmation of
contracts
Relevant stakeholders must be the same with whom the
candidate negotiated in Workplace Assessment Task 1.
Candidate Assessment Briefing
Date of assessment briefing
The assessor confirms: YES/NO
1. They have discussed with the candidate the workplace task they are
YES NO
required to complete for this assessment.
2. They have discussed with the candidate the resources they are required
YES NO
to access to complete the workplace task.
3. The candidate understands they will be assessed while completing this
workplace task, as well as any document(s) they will complete as part of YES NO
this task.
4. They have discussed with the candidate the instructions on how they are
YES NO
to undertake the workplace task.
5. They have provided the candidate guidance on how they can
YES NO
satisfactorily complete the task.
6. They have discussed with the candidate the criteria (outlined below) they
YES NO
are required to meet to satisfactorily complete the task.
7. They have addressed the candidate’s questions or concerns about the
YES NO
workplace task and the assessment process.
ASSESSOR’S CHECKLIST
To the Assessor: Create at least two copies of this Assessor’s Checklist. Use one copy for each formal contract
submitted by the candidate.
Each formal contract submitted by the candidate: YES/NO Assessor’s comments
1. Includes version control and document history.
At a minimum, this must include ALL of the following:
a. Version number of the document. YES NO
This must have one entry identifying the
current version as ‘1.0’.
b. Summary of modifications. YES NO
This must indicate that the candidate
prepared the first version of the contract.
c. Date YES NO
This must identify the date when the
version was completed.
Date must be within the candidate’s
assessment period and after completion of
negotiation for business relationship.
2. Is based on the negotiation conducted for the YES NO
business relationship.
This must correspond to the negotiation for the
business relationship conducted by the candidate in
Workplace Assessment Task 1.
3. Includes relevant clauses/sections.
This must correspond to the information from the negotiation recorded in the meeting minutes accessed and
reviewed by the candidate in this workplace assessment task.
At a minimum, this must include ALL of the following:
a. Names of the parties. YES NO
This refers to all organisations/individuals
bound by the contract.
Each formal contract submitted by the candidate: YES/NO Assessor’s comments
b. Scope of work. YES NO
This section describes the work to be
performed/roles and responsibilities of
each party to the contract.
For example, the scope of work of the other
party can be provision of housekeeping
services while the organisation’s
responsibilities can include provision of
necessary equipment and materials.
c. At least one key performance indicator. YES NO
Key performance indicators refer to
quantifiable metrics to determine whether
the scope of work of the contract is being
fulfilled as expected.
For example, the key performance
indicators for housekeeping services can
include:
Average qality of service score in
monthly inspections
Average client satisfaction score
d. Duration of contract. YES NO
This refers to the time period for which the
contract is valid.
e. Payment terms. YES NO
This outlines how payments will be invoiced
and made between the parties.
Payment terms must be based on
information from the evaluations attached
as an annexure to the contract.
f. Terms and conditions. YES NO
This contains a list of specific requirements
that each party to the contract must adhere
to during the duration of the contract.
For example, there can be a confidentiality
clause that prohibits sharing or use of any
information related to the contract.
Each formal contract submitted by the candidate: YES/NO Assessor’s comments
g. Termination rights. YES NO
This outlines the conditions under which
the contract can be terminated by either
party.
For example, the parties can terminate the
contract for convenience without cause by
giving one month’s notice to the other
parties in writing.
h. Dispute resolution. YES NO
This outlines the mechanism to resolve any
disputes or conflicts between parties arising
during the duration of the contract. This
generally relates to the applicable
legislation and/or regulations.
i. Force Majeure. YES NO
This refers to the protection offered to all
parties in case of failure to deliver their
obligations in case of natural disasters or
any causes reasonably beyond their
control.
4. Includes an annexure to show how payment terms were arrived at.
At a minimum, this must include ALL of the following:
a. Evaluation of commercial data. YES NO
Commercial data refers to relevant
information relating to customers or end
users of the business of the organisation
such as pricing, sales volumes, etc.
For example, the rates offered to customers
must be considered while deciding
payment terms for housekeeping services.
b. Evaluation of cost structures. YES NO
Cost structures refer to the aggregate of
the various types of costs that constitute
the overall expenses incurred by the
organisation in relation to the scope of the
contract.
For example, the overall cost structure for
maintaining an accommodation property
must be considered while deciding
payment terms for housekeeping services.
Each formal contract submitted by the candidate: YES/NO Assessor’s comments
5. Incorporates inputs from specialist as required. YES NO
The information in the clauses/sections of the N/A
contract must correspond to the inputs provided by
specialist, if consulted by the candidate for drafting
the contract in this workplace assessment task. This
must be correspond to the evidence of consultation
with a specialist submitted by the candidate in this
workplace assessment task.
Candidate must seek specialist advice for at least one
contract. If specialist advice was nor sought for a
contract, assessor must tick N/A.
6. Is approved by a manager/supervisor.
The formal contract document must be signed by a manager/supervisor in accordance with organisational
policy and procedures.
This must correspond to the organisational policy and procedures for business agreements and contracts
accessed and reviewed by the candidate in this workplace assessment task.
At a minimum, this must include ALL of the following:
a. Name of the approver YES NO
b. Signature of the approver YES NO
c. Date approved YES NO
7. Is drafted according to organisational requirements.
In demonstrating this, the candidate:
d. Follows organisational policy and YES NO
procedures for business agreements and
contracts.
e. Uses organisationally accepted style and YES NO
format for documentation.
f. Appends necessary supporting documents YES NO
and annexures.
Assessor Declaration
By signing here, I confirm that I have thoroughly reviewed the candidate’s submissions of at least two
formal contracts for this workplace assessment task.
I confirm that the information recorded on this Assessor’s Checklist is true and accurately reflects the
candidate’s submission for this task.
Assessor’s signature
Assessor’s name
Date signed
END OF ASSESSOR’S CHECKLIST
