Memorandum of Understanding (MoU)

Template
The following template originates from:
Assessment Using Partnership Arrangements, Training Package Assessment Materials Kit
(DETA! "##$)%
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Memorandum of Understanding
This document represents an agreement (etween
[Name of lead RTO]
and
[Name of partner organisation]
Description of collaborating organisations
)Under here include a (rief description of the lead *T+ and the partner organisations%
,or e-ample! (The name of the lead *T+) is a *egistered Training +rganisation for the
purpose of pro'iding training! assessment and credentials in 'ocational education and
training%.
)(name of partner organisation) is a compan/ that undertakes training and assessment of
workers in the industr/ against the 000 Training Package and wishes to ha'e that training
and assessment recognised and 1ualifications and2or 3tatement(s) of Attainment awarded%.
Objectives and scope
)Under here include a statement of purpose% +ther things that can also (e co'ered in this
section are a (rief description of goals and e-pectations! a 4ustification for the arrangement or
the identification of other compliance re1uirements! for e-ample! 5ew Apprenticeships
regulations and licensing%.
The nature of the collaboration
)Under here /ou need to descri(e the wa/s in which the partners will colla(orate%.
)+utline the ser'ices which are to (e pro'ided (/ the lead *T+! including such things as
ad'ice on 1ualit/ assurance processes! moderation and e'aluation! record keeping! records
maintenance and the issuance of credentials%.
)+utline the ser'ices that are to (e pro'ided (/ the partner organisation(s)%.
Definitions and interpretations
)&f there are specific terms that need to (e made clear! the/ should (e included here% ,or
e-ample! /ou might want to make it 'er/ clear what /ou mean when /ou talk a(out the
6materials7 that are used in the partnership% Therefore! /ou would pro'ide a definition of
6materials7 (documents! e1uipment! stored data)%.
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The terms of the agreement
)8ere /ou need to include the duration or proposed life of the agreement! how amendments
are to (e negotiated and agreed in consultation with colla(orating partners! and processes for
renewal or e-tension of the formal arrangement%.
Organisation and management of the agreement
)Under this heading it is wise to allocate the 'arious acti'ities to each organisation in the
partnership arrangement! eg under su(headings for the lead *T+ and for each of the partner
organisations%.
The lead RTO
),or the lead *T+ this needs to include 1uite specific information on the roles and
responsi(ilities of the personnel in'ol'ed in the 'arious components of the partnership% ,or
e-ample! the document should include:
the name and contact details of the principal contact person for this particular agreement
clear guidelines on lines of communication and agreed processes for communicating
within and across the colla(orating organisations! eg team meetings! assessor meetings
details of record keeping associated with deli'er/ and assessment including what! when!
how and (/ whom this will managed
an outline of the ad'ice that can (e pro'ided on 1ualit/ assurance of assessment and
also how the lead *T+ will (e in'ol'ed
a framework for monitoring and e'aluating the achie'ement of the o(4ecti'es set (/ the
agreement
a strateg/ for ensuring the timel/ issuance of certification21ualifications%.
Partner organisation
),or the partner organisation this needs to include 1uite specific information on the roles and
responsi(ilities of the personnel in'ol'ed in the 'arious components of the partnership% ,or
e-ample! the document should include:
the name and contact details of the principal contact person2coordinators for this
agreement
an outline of the competencies21ualifications of staff in'ol'ed and rele'ant facilities and
learning resources re1uired for deli'er/ and assessment
details of maintenance of record keeping associated with deli'er/ and assessment of
programs including how and (/ whom this will managed and then su(mitted to the lead
*T+
an outline of how personnel will (e in'ol'ed in the 1ualit/ assurance processes agreed to
on the ad'ice of the lead *T+
an outline of in'ol'ement in the processes for monitoring and e'aluating the achie'ement
of the o(4ecti'es set (/ the agreement%.
Resources and facilities
)Under this heading /ou need to identif/ the e1uipment! learning materials and facilities that
will (e contri(uted (/ each of the partners%.
Financial arrangements
)8ere include details of the fees! charges and dis(ursements associated with the
arrangement%.
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Qualit assurance
)8ere set out clearl/ the lead *T+s o(ligations in relation to assuring the 1ualit/ of all aspects
of the assessment including the assessment s/stem! the assessment processes! the
assessors! the assessment e'idence and the assessment 4udgements% 9heck 9hapter : for
the sorts of things that /ou should ha'e co'ered under this heading%.
!ommunication and e"change of information
)Under here include an outline of how information and data that is generated (/ the
colla(oration is to (e handled (/ all parties to the agreement% &nclude issues of
confidentialit/%.
#ntellectual propert
)8ere /ou will need to include details of who retains the rights to the intellectual propert/ if
produced%.
$ar%eting and publicit
)&nclude a simple outline of how and what acti'ities will (e promoted here%.
&ettlement of disputes
)&n this important section! descri(e the process for resol'ing disputes that ma/ arise among
the partners to the agreement%.
Revie' and evaluation
)8ere set out /our plan and methods of determining whether /ou ha'e met /our o(4ecti'es%
&nclude how /ou will get feed(ack from candidates! /our partners and an/ other ke/ pla/ers
that /ou think will pro'ide information on the effecti'eness of /our partnership arrangement%.
)ou should also set out /our strateg/ for regularl/ re'iewing /our operational processes and
identif/ing issues of concern% 3uccess rates and reassessments are data that is worth
collecting%.
Further headings
)There ma/ (e other items such as disclaimers! transfer and assignment! warrant/ and
indemnit/ that /ou want to include here%.
(ffective dates and signatures
)Do not forget that for a written agreement to ha'e the impact /ou need! appropriate
authorities from each partner in'ol'ed in the partnership! and all partners! should sign the
document%.
&chedules or appendices
)3chedules or appendices ma/ include details of what will (e assessed under the agreement!
including details of the rele'ant Training Package(s) and a full listing of the 1ualifications to (e
co'ered%.
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