Rto consulting proposal

Proposal for RTO Set Up 2015 RTO

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BUSINESS BACKGROUND RTO Consulting is owned and managed by Angela McGregor-Goodwin offering consulting services nationally. This service was established in 1999 when Angela identified a need to assist RTOs with compliance issues and the establishment of their RTO. Angela has successfully set up her own RTO in January 2003, which she sold in July of 2012.

As a practitioner dedicated to sharing knowledge, Angela has consulted through many forums pertaining to compliance issues and improvement strategies for training and assessment services.

Angela holds a number of qualifications including:

Diploma of Quality Auditing Diploma of VET registration and management Diploma of Business Diploma of TAA Bachelor of Business majoring in Marketing

RTO Consulting employs a small team of administration staff to support Angela in delivery of services to clients.

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SERVICES TO BE PROVIDED The following is an overview of the services RTO Consulting offers, for the purpose of setting up a Registered Training Organisation. The proposal is to provide the administration service for preparation for initial audit and coaching to enable the ongoing management and operations of the RTO. This quote is for a maximum of three (3) qualifications. Additional qualifications/units may be included but must be discussed prior to entering into the agreement and may result in additional fees.

OUR APPROACH: RTO Consulting will guide you through the process of setting up the RTO from the beginning right through to the final stage where your business is registered as an RTO. We take the headache out of establishing what is required, how to present the documents and the steps to follow, through to the end of the application process.

As we progress through the application process we will prepare you and your team, and train you so that once your business is registered as an RTO you will be ready to take enrolments.

TIMEFRAMES: The application for initial registration as an RTO is a two (2) step process. The initial step involves preparing the application, and all business documentation for the operation of the business as an RTO. Including:

Financial viability pack Templates

Policies and procedures

Human resources documents

Supporting documents such as business registration, insurances etc.

Assessment and training material

Training and assessment strategies RTO Consulting will prepare the majority of these documents with the exception of:

The financial viability pack- we supply ASQA’s template but we are unable to prepare this for you.

Trainer matrix – we prepare the templates and provide feedback on the Trainer Matrix.

Assessment material and training material – RTO Consulting will assist with the review of a maximum of four (4) assessment tools for individual units and make recommen dations on these tools.

Each stage of the application process is further broken down in the section in the proposal titled Projection Checklist and Agreement.

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SUMMARY OF ANTICIPATED COSTS: ASQA Application Fee

$800 (GST free) payable at time of online application.

This is a non-refundable fee.

Assessment Fee

$8000 (GST free) also payable at time of online application.

Annual Registration Fee

$1130 (GST free) payable once initial registration has

been approved.

If the RTO has more than five (5) qualifications on their scope, a higher fee will be charged by ASQA.

CONSULTANT FEES $19,800 (inclusive GST) – payment schedule provided.

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PROJECT CHECKLIST AND AGREEMENT: There are two (2) stages to the application. The initial stage is referred to as the online application. This requires the submission of the required documents via ASQA’s online system. Once this is reviewed and the financial viability pack approved the next stage is the site audit. During the site audit an auditor attend your nominated office and review all documents, resources and facilities to assess if your business is ready to operate as an RTO. Required Documents

YES

NO

Responsibility

Stage 1 – Online application Preparation of company information Completion of the Financial viability pack Supply required supporting documents Fit and proper person test

Consultant to provide instructions Client to complete

Preparation online submission

Consultant

(not submitted until stage 2 is completed)

Stage 2 – Preparation for site audit Development of:

Policies and procedures

Staff handbook

Participant handbook Templates Forms

Marketing material

Consultant to develop with clients logo and customize to suit intended operations

Development of training and assessment strategies Evidence of industry consultation to be collected

Consultant to develop Client to provide input as requested by consultant Client to collect industry feedback

Staff Matrix

Template documents provided by consultant Client to complete

HR Files

Client to provide Verified qualifications and copies of résumés are required for all key personnel

Assessments and marking guides

To be provided by client Consultant to review 4 units and provide feedback Consultant can review more units or develop assessments with marking guides at an extra cost

Continuous improvement plan

Consultant to develop and client approve

Training material Sample session plans

Client to provide Consultant can review

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INVESTMENT: Action Item

Assigned To

Due By

Initial payment

$ 7,700.00

Prior to commencement

Progress payment

$ 7,700.00

On completion of stage 1

Final payment – must be paid before initial audit

$ 4,400.00

Prior to site audit

RTO set up inclusive of GST

$19,800.00

TERMS AND CONDITIONS: This agreement is limited to the duties outlined within.

This agreement is limited to the application of a maximum of three (3) qualifications.

No guarantee of registration as an RTO can be given. Nor are we able to guarantee registration within a given timeframe.

The costing is inclusive of up to two (2) full consecutive face to face days coaching prior to the audit.

Additional days can be provided for activities such as coaching, development of assessments or attendance at the site audit however this will be charged at a day rate of $2200 per day.

The proposal does not include additional travel or costs such as purchasing training and assessment materials or training packages.

The development of training and assessment tools is not included in this project costing.

The client is responsible for ensuring that all training facilities, staff and resources to meet the training package are available. Advice and support is provided in relation to these issues.

Costing does not include the registration fees required by the Registering Body, resources or training package(s).

Failure to pay invoices at intervals identified will result in withdrawal of services. However any outstanding amounts will still be payable.

Before any services will be provided a service agreement must be completed.

The activities, payment deadlines, roles and responsibilities are to be documented in a service agreement prior to any work being undertaken.

This proposal is valid for 3 months from the date of issue.

To proceed with this proposal please contact us for a service agreement.

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SERVICES PROVIDED BY RTO CONSULTING

RTO Set ups – working with clients to set up their RTO. We create the templates, policies and procedures, oversee the preparation of the application, assist in the preparation for the site audit, and guide and coach clients through the process from beginning to end.

Development of accredited courses – working with the client in their field of expertise we develop all of the necessary documents and submit for accreditation with ASQA. We have successfully developed and had accredited courses in a wide range of qualifications including Orchid Growing, Life Coaching, Document Control, Wedding and Events and Payroll, from Certificate II through to Diploma level.

Audits – RTO Consulting conducts site and desk audits providing feedback to the RTO regarding the opportunities for improvement and necessary rectifications.

Assessment validations – RTO consulting reviews assessments and provides written validation reports.

Support services – providing ongoing support for RTOs providing a helpline for questions, and support people to assist with reviews of documents, policies and procedures. We can provide as much or as little support as the RTO requires. Through an initial consultation we establish the client’s ongoing needs and create a monthly plan that ensures that staff have access that meets the needs of the RTO. Professional Development – RTO Consulting provides professional development sessions to the public and in house for RTOs designed especially to meet the needs of the RTO.

Assistance with non-compliances – following an external audit clients often struggle to interpret the audit report and establish what actions need to be taken to address identified non-compliances. RTO Consulting can interpret ASQA audit reports and provide a clear action plan to address non compliances. We can even assist in undertaking the actions required to address the non-compliances.

Industry updates – RTO Consulting is committed to sharing information regarding the ever changing VET industry. To help clients keep up to date we provide free bi-monthly newsletters and Facebook and Twitter updates.

With RTO Consulting assisting your RTO, you have the support you need when you need it.

We can work with your compliance staff and develop their knowledge or RTO Consulting can be your compliance team.

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FROM OUR CLIENTS…...

Angela’s knowledge of RTO compliancy is comprehensive. Her acumen and ability to communicate and coach has provided us with the knowledge and confidence to tackle tasks and bring them through to completion. This has provided us with a sound foundation on which to grow the business and pursue the mission and vision of the organisation as well as satisfy regulations.

We are most grateful to Angela for her commitment to us and her passion for the industry.

Specifically, Angela has written and directed the process for course accreditation for the Certificate IV in Life Coaching and more recently has greatly assisted us in preparations for audit and validation of assessment tools. Her thoroughness, professionalism and approachability has made this a most enjoyable process and we look forward to working with her in the future as more programs are developed for delivery across Australia. The world needs more Angela McGregor’s!

BRUCE COPLESTON, RTO MANAGER AND COURSE COACH

Angela provided a very detailed process of what needed to be done by each of us as well as what her responsibilities would be. She guided me through what I needed to concentrate on which included the requirements for each of the qualifications we were applying for.

Engaging Angela to assist with our application was the best decision we made and I have no doubt that it is the reason we are where we are today, after such a short time. I have no hesitation in recommending Angela to anyone who is considering applying for registration as a training provider. I am very happy with the service she provided to us.

DEBI PINARD, CEO

I was lucky enough to be advised about Angela’s service and expertise in this area of compliance after contacting her with desperation she calmly spoke of others that are in the same position so I did not feel so isolated and bewildered by the whole process.

I sent through the last audit report and she instantly identified the issues associated with the report and an action plan to implement.

Angela’s expertise and knowledge was extensive and I felt I could phone and ask any question relating to my RTO status without feeling intimidated or sometimes silly.

CAROL WILLIAMS, CEO

Visit our website www.rtoconsultant.com.au to read more of what our clients are saying!

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RTO CONSULTING Phone: (07) 5593 8883 Web: www.rtoconsultant.com.au Email: admin@rtoconsultant.com.au