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ASSESSMENT COVER SHEET

This form is to be completed by the assessor and used a final record of student competency.
All student submissions including any associated checklists (outlined below) are to be attached to this cover sheet
before placing on the students file.
Student results are not to be entered onto the Student Database unless all relevant paperwork is completed and
attached to this form.

Student Name:

Student ID No:

Final Completion Date:

Unit: SITXMGT002 | Establish and conduct business relationships

Result Reassessment
S = Satisfactory S = Satisfactory
NS = Not Satisfactory NS = Not Satisfactory
NA = Not Assessed NA = Not Assessed

Assessment A ❑ Short Answer Provided S | NS | NA S | NS | NA

Assessment B ❑ Practical Observation Provided S | NS | NA S | NS | NA

Assessment C ❑ Case study Response Provided S | NS | NA S | NS | NA

Assessment D ❑ Role Play Provided S | NS | NA S | NS | NA

Assessment E ❑ Case study Response/ 2 Contracts Provided S | NS | NA S | NS | NA

Final Assessment Result for this


C / NC
unit

Assessor Notes: (inclusive of reassessment, reasonable adjustment, further opportunities for gap training etc.):

______________________________________________________________________________________

______________________________________________________________________________________

______________________________________________________________________________________

Assessor Declaration: I declare that I have conducted a fair, valid,


Student Declaration: I declare that I have been assessed in this unit,
reliable and flexible assessment with this student, and I have provided
and I have been advised of my result. I also am aware of my appeal rights.
appropriate feedback
Name: ____________________________ Name: ____________________________
Signature: ____________________________ Signature: ____________________________
Date: ____/_____/_____ Date: ____/_____/_____

Administrative use only

Entered onto Student Management Database ❑ ________________


Date Initials
SITXMGT002 ESTABLISH AND CONDUCT BUSINESS RELATIONSHIPS

Cheating and Plagiarism

Cheating – seeking to obtain an unfair advantage in the assessment of any piece of work. This
can result in serious misconduct and the student will be referred to the Student Support Officer.

Plagiarism – to take and use the ideas and/or expressions and/or wording of another person or
organisation and passing them off as one’s own by failing to give appropriate
acknowledgement. This includes material from any source such as staff, students, texts,
resources and the internet, whether published or unpublished. It is important that students
reference any material sought from the internet or other materials that has been used in
assessments.

Ways to Avoid Plagiarism –


Summary, Paraphrase, Quote, Reference
Summary - A summary is a condensed version of the original text that highlights the main or
key ideas in YOUR own words.  So if you were going to summarise a chapter, it might be a
page.  If you were going to summarize a paragraph, it might be a couple of lines.

Paraphrase - So you have found information that is perfect for your research paper. Read it
and put it into your own words. 

Quote - When quoting a source, use the quote exactly the way it appears. 
According to Smith (2013) information technology has rapidly......

Reference - Correct referencing techniques require that you acknowledge the source of your
information in two places:

• in the text of your writing at the point where you use someone else's ideas or information
(known as in-text referencing or 'citing') e.g.
• in a list at the end of your assignment (known as a reference list).
• Don’t leave it to the end - create your list of references as you do your work.
Marketing Principles, M Pride et al. 2009 pg. 417
• Don’t wait until you have finished the assignment. It is not sufficient just to have a list of
references at the end – the references must be made or correctly cited in the body of
your work.

Anyone caught plagiarising will automatically be marked Not Competent for this unit.

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SITXMGT002 ESTABLISH AND CONDUCT BUSINESS RELATIONSHIPS

ASSESSMENT A – SHORT ANSWER

INSTRUCTIONS

● You are required to answer all questions.


● Read each question carefully. Ensure you have provided all required information.
● On completion, submit your assessment via the LMS to your assessor or hardcopy.
● These questions assess the knowledge evidence required for this unit.
● Should you require ‘reasonable adjustment’ to complete this assessment, discuss the options with
your assessor prior to attempting the task. Reasonable adjustment means modifications or changes
that give you the same opportunities in training as a person without a disability.
● Do not cheat or plagiarise the work of others. Anyone caught cheating will automatically be marked
Not Competent for this unit. There are NO EXCEPTIONS to this rule.
● You may refer to the Learning Material provided throughout the unit to assist in answering
questions. The responses must be paraphrased or referenced.
● To be deemed satisfactory in this task you are required to answer all questions correctly.
● You will require access to the learner resource for this unit, the internet and a computer (if
submitting via LMS) or a pen (if submitting hard copy).

Q1: You’re a senior sales representative of a tour operation. You’re about to visit China to meet a
travel agent to promote your holiday package. You don’t know anything about China. Explain
how you would go about establishing an ongoing professional relationship.

Q2: Business relationships happen in a commercial context and vary depending on industry
structure and interrelationships. List two external customers you would form relationships
with in each category.

⇨ Essential service suppliers

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⇨ Hospitality suppliers

⇨ Communication suppliers

⇨ Distribution

⇨ Marketing

Q3: Discuss any two professional networks can you use to foster and maintain business
relationships?

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Q4: You need to plan activities and organise initiatives that support your professional
relationships. Identify six ways you could maintain regular contact with suppliers and
customers to communicate better and foster stronger business relationships.

Q5: List the four stages of negotiation.

Q6: You’re the general manager of a five-star hotel in the inner city. You normally wear a suit and
tie and conduct business quite formally. The chef and food and beverage manager have
asked you to accompany them to a rural farm to negotiate with a produce supplier who can
deliver fresher vegetables directly to the kitchen.
Do you need to change your approach in this situation? If not, explain why not. If so,
explain why and describe how you might change.

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Q7: Before entering into negotiations with the produce supplier in question 6, what are five
things that your team should be clear on? Of these, which is the most important?

Q8: Your team has decided the roles each person will play in the negotiation with the supplier
in question 6. Briefly describe what each person will do.

⇨ Chef (good guy)

⇨ Food and beverage manager (bad guy)

⇨ You (leader and sweeper)

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SITXMGT002 ESTABLISH AND CONDUCT BUSINESS RELATIONSHIPS

Q9: You’re the manager of a travel agency about to enter into negotiations with a resort which
could be of significant commercial value to you both. You believe a long-term relationship
would be in your best interests.
Which of these three negotiating styles is the best one to use? Describe the
communication skills that go along with it.
⇨ Integrative approach
⇨ Distributive approach
⇨ Mixed approach

Q10: You’re an operator of a small restaurant that you currently lease. You’d like to make minor
renovations to the premises. You’re about to negotiate with the real estate agent who’s
infamous for being difficult to deal with. State five ploys/tricks the agent might use against
you.

Q11: Identify three signs that show the other party is ready to close negotiations.

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Q12: It’s important to evaluate commercial data and cost structures prior to negotiation. List four
common financial matters to consider before undertaking a negotiation.

Q13: Why two or more parties will enter into contracts?

Q14: What exactly is a contract and how do you enter into one?

Q15: What happens if one party doesn’t meet their contractual obligations?

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Q16: Explain when you might need to draw up a contract.

Q17: Identify three types of contracts you might enter into.

Q18: Look at the definitions of the key elements you should include in any contract you develop.
Label each one.
⇨ Both parties understand they’re creating legal relations, and are going to abide by the
contract which is legally enforceable.

⇨ One party makes an offer and the other accepts it.

⇨ One party gives something (usually money) in exchange for something from the other
party (usually a product or service).

⇨ Both parties are mentally capable of understanding a contract.

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⇨ Both parties agree to the contract of their own free will.

⇨ All parts of the contract are legal.

Q19: Prior to developing or participating in the development of a formal commercial agreement,


you should consult legislation. What two documents contain legal requirements that impact
negotiations and agreements, including contracts and consumer protection?

Q20: You need to understand the key components of contract law at a basic level to develop a
legally binding contract. Define the following terms.

⇨ Terms and conditions

⇨ Exclusion clause

⇨ Dispute resolution clause

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Q21: List and describe three ways contracts can be terminated.

Q22: Identify five people or groups who may need to approve all aspects of the formal agreement.

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SITXMGT002 ESTABLISH AND CONDUCT BUSINESS RELATIONSHIPS

ASSESSMENT B – PRACTICAL OBSERVATION

INSTRUCTIONS
Your assessor will do the following.
● Observe you in an environment or activity in any industry sector where contracts are negotiated and
agreed, using a range of skills/tasks.
● Contextualise observations to suit your workplace or training environment.
● Provide a range materials and a list of required resources.
● Use the checklist to observe you using a range of skills/tasks.
● Observe you over a period of time while you learn and use various skills/tasks.
● Record comments and feedback based on their observation of your performance.
● Ensure that you can consistently perform all tasks multiple times (or where not specified, at least
once) satisfactorily.
● Decide when you are competent at all tasks.
● Submit the results of your practical demonstration tasks via the LMS.

You are required to do the following.


● Complete the practical tasks as instructed by your assessor.

Observable skills/tasks Assessor comments and feedback


Builds business relationships
Establishes and maintains
business relationships with at
least two of the following:
● cooperative partner with
organisation
● contractor
● customer
● networks
● supplier.
Establishes and maintains
business relationships within
organisational requirements and
protocols using effective
communication skills and
techniques.
Builds trust and respect in
business relationships through
use of effective communication
skills and techniques.
Proactively identifies and takes
up opportunities to maintain
regular contact with customers
and suppliers.

Conducts negotiations

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Observable skills/tasks Assessor comments and feedback


Conducts formal negotiations in
line with professional and
organisational protocols to
maximise benefits of relationship
for all parties. (For at least two of
the business relationships listed
in the performance evidence.)
Incorporates feedback and input
from colleagues into negotiation
where appropriate.
Communicates results of
negotiations to appropriate
colleagues and stakeholders
within appropriate timeframes.
Demonstrates high-level
communication skills and
relationship building skills
necessary to conduct
negotiations that may be of
significant commercial value.
Can evaluate potentially complex
internal and external issues that
affect professional relationships
and business negotiations.
Anticipates and responds to
challenges in the negotiation
process.
Can read and interpret potentially
complex agreements, conditions
and contracts.

Is able to develop or participate in


the development of formal
commercial agreements.
Makes formal business agreements
Confirms agreements in writing
according to organisational
requirements, using formal
contracts where appropriate.
Gets approvals for all aspects of
formal agreements according to
organisational procedures.

Evaluates and acts on the need


for specialist advice as required.

Fosters and maintains business relationships


Proactively seeks opportunities
for building business
relationships.

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Observable skills/tasks Assessor comments and feedback


Proactively seeks, reviews and
acts upon information needed to
maintain sound business
relationships.
Honours agreements within
scope of individual responsibility,
complying with agreed terms.
Takes account of agreed
performance indicators. Can
evaluate commercial data and
cost structures.
Makes adjustments to
agreements in consultation with
customer or supplier and shares
information with appropriate
colleagues.
Nurtures relationships through
regular contact and use of
effective interpersonal and
communication styles.
Plans activities and initiatives for
building business relationships.

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ASSESSMENT B – PRACTICAL OBSERVATION

INSTRUCTIONS – ASSESSOR
To complete this assessment, you are required to do the following.
● Observe the learner in an environment or activity in any industry sector where contracts are negotiated and agreed, using a range of skills/tasks.
● Contextualise observations to suit the learner’s workplace or training environment.
● Provide a range of materials and resources as specified in the assessment conditions.
● Use the checklist to observe the learner using a range of skills/tasks.
● Observe the learner over a period of time while they learn and use various skills/tasks.
● Record comments and feedback based on your observation of the learner’s performance.
● Summarise your overall feedback to practical assessment outcomes.
● Ensure that the learner can consistently perform all tasks multiple times (or where not specified, at least once) satisfactorily.
● Decide when the learner is competent at all tasks.

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Observable skills/tasks the learner is Date Date Date Satisfactory


Assessor comments and feedback
required to demonstrate Signature Signature Signature Yes No
Builds business relationships
Establishes and maintains business
relationships with at least two of the
following:
● cooperative partner with organisation
● contractor
● customer
● networks
● supplier.
Establishes and maintains business
relationships within organisational
requirements and protocols using
effective communication skills and
techniques.
Builds trust and respect in business
relationships through use of effective
communication skills and techniques.
Proactively identifies and takes up
opportunities to maintain regular
contact with customers and suppliers.

Conducts negotiations
Conducts formal negotiations in line with
professional and organisational
protocols to maximise benefits of
relationship for all parties. (For at least
two of the business relationships listed
in the performance evidence.)
Incorporates feedback and input from
colleagues into negotiation where
appropriate.

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Observable skills/tasks the learner is Date Date Date Satisfactory


Assessor comments and feedback
required to demonstrate Signature Signature Signature Yes No
Communicates results of negotiations to
appropriate colleagues and
stakeholders within appropriate
timeframes.
Demonstrates high-level communication
skills and relationship building skills
necessary to conduct negotiations that
may be of significant commercial value.
Can evaluate potentially complex internal
and external issues that affect
professional relationships and business
negotiations.
Anticipates and responds to challenges in
the negotiation process.

Can read and interpret potentially complex


agreements, conditions and contracts.

Is able to develop or participate in the


development of formal commercial
agreements.

Makes formal business agreements


Confirms agreements in writing according
to organisational requirements, using
formal contracts where appropriate.
Gets approvals for all aspects of formal
agreements according to organisational
procedures.

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Observable skills/tasks the learner is Date Date Date Satisfactory


Assessor comments and feedback
required to demonstrate Signature Signature Signature Yes No
Evaluates and acts on the need for
specialist advice as required.

Fosters and maintains business relationships


Proactively seeks opportunities for
building business relationships.

Proactively seeks, reviews and acts upon


information needed to maintain sound
business relationships.
Honours agreements within scope of
individual responsibility, complying with
agreed terms.
Takes account of agreed performance
indicators. Can evaluate commercial
data and cost structures.
Makes adjustments to agreements in
consultation with customer or supplier
and shares information with
appropriate colleagues.
Nurtures relationships through regular
contact and use of effective
interpersonal and communication
styles.
Plans activities and initiatives for building
business relationships.

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Overall validity of practical assessment outcomes


The assessor should comment on the overall observable skills/tasks demonstrated by the learner when completing this assessment.

Signature:
Date:

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SITXMGT002 ESTABLISH AND CONDUCT BUSINESS RELATIONSHIPS

ASSESSMENT C – CASE STUDY

INSTRUCTIONS
● You will require access to the learner resource for this unit, the internet and a computer.
● You are to answer all questions.
● Read each task and question carefully. Ensure you have provided all required information.
● Should you require ‘reasonable adjustment’ to complete this assessment, discuss the options with
your assessor prior to attempting the task. Reasonable adjustment means modifications or changes
that give you the same opportunities in training as a person without a disability.
● Your assessor will discuss the conditions of assessment, e.g., open or closed book, time limits for
completion, etc., with you prior to attempting this task.
● To be deemed satisfactory in this task you must complete all tasks correctly. Your assessor will
determine how many attempts you are allowed for each task/question.
● On completion, submit your assessment to your assessor in hard copy (or via the LMS only if
instructed to do so by your assessor).
● You will require access to the learner resource for this unit, the internet and a computer (if submitting
via LMS) or a pen (if submitting hard copy).

Learner assessment guide and evidence


This assessment requires you to prepare for negotiations based on the case-study scenario.

You are required to do the following.

● Read the case study and answer the questions.

Case study
You are the purchasing manager for a hotel complex. The hotel has a number of outlets.

● An upmarket bistro seating 200 and open Tuesday to Sunday (Friday and Saturday
nights average 300 covers, Sunday lunch and dinner usually average 150 to 200
covers).
● A public sports bar for up to 250 patrons.
● An informal lounge bar with seating for 60.
● A two-lane drive-through bottle shop.
● A gaming room with 70 poker machines.
● A small coffee shop seating 20, attached to the gaming room.

All stock required for the outlets must be requisitioned through your department. You’re
responsible for dealing with suppliers, placing orders, receiving deliveries, storing and
distributing stock, contacting maintenance and repair specialists as required, and managing the
cleaning contractor.

You have the authority to negotiate contracts with suppliers to the value of $150,000 per annum
on your own. Above this amount, the assistant manager must negotiate with the general
manager to obtain final approval for all contracts.

The hotel’s owners have received approval to extend a section of the bistro into an outdoor
garden dining area which will seat an extra 100 guests. They’re demolishing a wall and
replacing it with large glass panels and doors. The outdoor area requires appropriate furniture,
umbrellas, awnings, and additional cutlery, crockery, glassware and service equipment.

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They’re building a small bar in one corner of the garden area for use during busy periods or to
service the area if it’s booked for a private function. They’re covering one-third of the area
closest to the doorways leading from the internal bistro area with a permanent roof. For the
cooler months, they’re considering either attaching outdoor gas heaters to the roof area or
purchasing freestanding heaters.
The renovations will take three months. An opening date has been set for the first Thursday in
December. Promotion of the new area commences in one month. Customers can make
bookings six weeks prior to opening. It has been forecasted that the new seating area will lead
to a 40 per cent increase in business in the bistro over the summer months.

You’ve been given the job of sourcing all furniture, large and small equipment, and food and
beverage service equipment required for the new dining area. You may decide to use current
suppliers or locate new sources. Price and the ability to supply the products and services within
required timeframes will be important considerations. Any contracts for equipment must include
delivery and installation deadlines.

The bistro in its current format has been open for seven years. The food and beverage manager
has indicated that the current service equipment (especially the crockery) is showing stains and
signs of long-term use. Management will consider investing in new crockery and possibly cutlery
for the whole bistro if the price is within budgeted range. Otherwise, amounts required to
increase current supplies will be purchased. However, it must match or be similar to the current
service equipment.

Choose two of the following areas, products or services to focus on for the purpose of your
negotiations.

● Service equipment: glassware, cutlery, crockery, etc.


● Furniture: tables, chairs, service stations
● Large or small bar equipment for the external bar
● Décor: umbrellas, shade awnings, table centrepieces, decorative pots, water features
or other decorative items
● Outdoor heating systems
● Linen
● Garden supplies and/or ongoing maintenance

Q1: What two areas have you chosen to use as the basis for your negotiations?

Q2: What information must you research before you make initial enquiries with potential
suppliers?

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Q3: Once you’ve contacted suppliers to negotiate with, research the people and the
organisation. Describe the results of your research and the cultural factors you’ll need to
consider during negotiations with the two different suppliers.
⇨ Supplier 1

⇨ Supplier 2

Q4: List and prioritise your objectives, negotiable and non-negotiable requirements and BATNA
(best alternative to a negotiated agreement).
Supplier 1 Supplier 2

Objectives of
negotiation

Negotiable
requirements

Non-
negotiable
requirements

BATNA

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Q5: What concessions (if any) are you prepared to make during negotiations to achieve your
objectives?
⇨ Negotiations with Supplier 1

⇨ Negotiations with Supplier 2

Q6: Decide what roles team members will play during the negotiations.
⇨ Negotiations with Supplier 1

⇨ Negotiations with Supplier 2

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Q7: List the internal and external issues that could affect this business negotiation as well as
any challenges you foresee occurring during the negotiation process. Describe how you
would deal with each one.
Supplier 1 Supplier 2

Internal
issues

External
issues

Challenge
s

Q8: Who will you communicate the results of negotiations to?

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Q9: In Assessment D you are required to role-play negotiations with the two suppliers you have
researched. Write a meeting agenda for the negotiations in the space provided.
⇨ Agenda for Supplier 1 negotiations

⇨ Agenda for Supplier 2 negotiations

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Assessor checklist
To be completed by the assessor.

Learner’s name:

Did the learner successfully Completed


demonstrate the following skills Assessor comments
and knowledge? Yes No
Displayed understanding of how
to establish and maintain
business relationships with
contractors, networks or
suppliers.
Communicated results of
negotiations to appropriate
colleagues and stakeholders in
the form of an agenda.
Applied principles of
negotiation, stages in the
negotiating process and
different negotiation techniques
to scenario.

Used problem-solving skills to


evaluate potentially complex
internal and external issues.

Anticipated and responded to


challenges in the negotiation
process.

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SITXMGT002 ESTABLISH AND CONDUCT BUSINESS RELATIONSHIPS

ASSESSMENT D – ROLE-PLAY

INSTRUCTIONS
● You will require access to the learner resource for this unit, the internet and a computer.
● You are to answer all questions.
● Read each task and question carefully. Ensure you have provided all required information.
● Should you require ‘reasonable adjustment’ to complete this assessment, discuss the options with
your assessor prior to attempting the task. Reasonable adjustment means modifications or changes
that give you the same opportunities in training as a person without a disability.
● Your assessor will discuss the conditions of assessment, e.g., open or closed book, time limits for
completion, etc., with you prior to attempting this task.
● To be deemed satisfactory in this task you must perform each role-play to the standard outlined in
the assessment task. These standards reflect the performance criteria and performance evidence
requirements of the unit of competency. Your assessor will determine how many attempts you are
allowed for each task/question.
● On completion, submit your assessment to your assessor in hard copy (or via the LMS only if
instructed to do so by your assessor).

Learner assessment guide and evidence


This assessment requires you to undertake a series of role-plays to demonstrate your ability to
negotiate with suppliers from Assessment C.

You are required to do the following.

● Role-plays are to be conducted in an actual or simulated workplace environment.


● All participants must be briefed on their roles and the desired outcomes of the role-play prior
to commencing the activity.
● Role-plays can be recorded for further analysis and discussion with the consent of all
participants.
● Assessment C must be completed prior to undertaking this assessment task.
● Complete the two role-plays.

Role-play 1
● The following resources are required to complete the role-play.
● Learner’s agenda from Assessment C, Question 9 – Supplier 1.
● Role-play instructions from your assessor.

Learner instructions
● During the role-play, you are required to demonstrate the following skills and knowledge.
● Establish relationships and open negotiations within organisational protocols using
effective communication skills and techniques.
● Build trust and respect in business relationships through use of effective communication
skills and techniques.
● Conduct negotiations in a professional manner to maximise benefits of both parties.
● Incorporate feedback and input from colleagues into negotiations where appropriate.
● Demonstrate the communication skills necessary to conduct and close negotiations that
may be of significant commercial value.
● Incorporate knowledge of principles of negotiation.
● Demonstrate understanding of stages in the negotiation process.

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● Conduct the role-play.

Role-play 2

● The following resources are required to complete the role-play.


● Learner’s agenda from Assessment C, Question 9 – Supplier 2.
● Role-play instructions from your assessor.

Learner instructions
● During the role-play, you are required to demonstrate the following skills and knowledge.
● Establish relationships and open negotiations within organisational protocols using
effective communication skills and techniques.
● Build trust and respect in business relationships through use of effective communication
skills and techniques.
● Conduct negotiations in a professional manner to maximise benefits of both parties.
● Incorporate feedback and input from colleagues into negotiations where appropriate.
● Demonstrate the communication skills necessary to conduct and close negotiations that
may be of significant commercial value.
● Incorporate knowledge of principles of negotiation.
● Demonstrate understanding of stages in the negotiation process.
● Conduct the role-play.

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Assessor checklist
To be completed by the assessor.

Learner’s name:

Did the learner successfully Completed


demonstrate the following skills and Assessor comments
knowledge? Yes No
Role-play 1
Established relationships and opened
negotiations within organisational
protocols using effective
communication skills and techniques.
Built trust and respect in business
relationships through use of effective
communication skills and techniques.

Conducted negotiations in a
professional manner to maximise
benefits of both parties.

Incorporated feedback and input from


colleagues into negotiation where
appropriate.

Demonstrated the communication


skills necessary to conduct and close
negotiations that may be of significant
commercial value.
Incorporated knowledge of principles
of negotiation.

Demonstrated understanding of
stages in the negotiation process.

Role-play 2
Established relationships and opened
negotiations within organisational
protocols using effective
communication skills and techniques.
Built trust and respect in business
relationships through use of effective
communication skills and techniques.

Conducted negotiations in a
professional manner to maximise
benefits of both parties.

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Did the learner successfully Completed


demonstrate the following skills and Assessor comments
knowledge? Yes No
Incorporated feedback and input from
colleagues into negotiation where
appropriate.

Demonstrated the communication


skills necessary to conduct and close
negotiations that may be of significant
commercial value.
Incorporated knowledge of principles
of negotiation.

Demonstrated understanding of
stages in the negotiation process.

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SITXMGT002 ESTABLISH AND CONDUCT BUSINESS RELATIONSHIPS

ASSESSMENT E – CASE STUDY

INSTRUCTIONS
● You will require access to the learner resource for this unit, the internet and a computer.
● You are to answer all questions.
● Read each task and question carefully. Ensure you have provided all required information.
● Should you require ‘reasonable adjustment’ to complete this assessment, discuss the options with
your assessor prior to attempting the task. Reasonable adjustment means modifications or changes
that give you the same opportunities in training as a person without a disability.
● Your assessor will discuss the conditions of assessment, e.g., open or closed book, time limits for
completion, etc., with you prior to attempting this task.
● To be deemed satisfactory in this task you must complete all tasks correctly. Your assessor will
determine how many attempts you are allowed for each task/question.
● On completion, submit your assessment to your assessor in hard copy (or via the LMS only if
instructed to do so by your assessor).
● You will require access to the learner resource for this unit, the internet and a computer (if submitting
via LMS) or a pen (if submitting hard copy).

Learner assessment guide and evidence


This assessment requires you to develop contracts based on the negotiations you role-played in
Assessment D.

You are required to do the following.

● Refer to the research you conducted in Assessment C and the negotiations you conducted in
Assessment D.
● Document and submit a written contract for two suppliers/contractors.
● Respond to all questions.

Task 1

● Refer to the research you conducted in Assessment C and the negotiations you conducted in
Assessment D.
● Prepare two written contracts – one for each supplier/contractor.
● A sample template Assessment E_Contract has been provided for you in your course files
folder. You can use the template provided or create your own.
● Ensure the contract includes the key elements, components and inclusions to ensure it is
legally binding.
● Ensure you follow legal requirements that impact agreements in your sector, including
consumer protection where applicable.
● Decide whether you need any specialist advice to help you develop the contract. If you do,
seek advice as required.
● Save the contracts as Assessment E_Contract 1 and Assessment E_Contract 2.
● Submit the two completed contracts to your assessor.

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SITXMGT002 ESTABLISH AND CONDUCT BUSINESS RELATIONSHIPS

Task 2

● Respond to all questions.

Q1: According to organisational procedures provided in the case study in Assessment D, who
would you get to approve the contracts?

Q2: What information would you seek, review and act upon to maintain a sound business
relationship with both suppliers.

Q3: Describe how you would comply with agreed terms in the contracts.

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SITXMGT002 ESTABLISH AND CONDUCT BUSINESS RELATIONSHIPS

Q4: What KPIs would you take into account to check whether both parties are keeping up
their ends of the bargain?

Q5: In what circumstances might you need to adjust an agreement?

Q6: If you had to adjust an agreement, who would you need to consult and share information
with?

Q7: Describe how you plan to maintain regular contact with the suppliers.

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Assessor checklist
To be completed by the assessor.

Learner’s name:

Did the learner successfully Completed


demonstrate the following skills and Assessor comments
knowledge? Yes No
Identified how to establish and
maintain business relationships within
organisational requirements and
protocols using high-level
communication skills and techniques.
Identified how to identify and take up
opportunities to maintain regular
contact with customers and suppliers.

Displayed ability to read and interpret


potentially complex agreements,
conditions and contracts.

Understood and complied with


contract law and other legal
requirements.

Displayed ability to develop or


participate in the development of
formal commercial agreements.

Confirmed agreements in writing


according to organisational
requirements, using formal contracts
where appropriate.
Identified how to obtain approvals for
formal agreements according to
organisational procedures.

Evaluated and acted on the need for


specialist advice as required.

Identified how to seek, review and act


upon information needed to maintain
sound business relationships.

Identified agreed performance


indicators.

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Did the learner successfully Completed


demonstrate the following skills and Assessor comments
knowledge? Yes No
Displayed understanding how to
make adjustments to agreements.

SITXMGT002 Learner Assessment Version 4.0 2022 Page 35 of 35

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