Unit of competency Outline

Date retreived
22/07/2026 8:11 PM AWST

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Plan purchasing

Plan purchasing

Unit of competency
National Code
TLIR4010A
State Code
D5327
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
07/03/2011
State Implementation and Classification
Approved Date
13/12/2011
Field of Education
089901 - Purchasing, Warehousing And Distribution
Original Release Date
13/12/2011
Nominal Hours
40
Description
This unit involves the skills and knowledge required to plan purchasing, including preparing invitations to offer, identifying suppliers, issuing invitations to offer, and preparing purchase recommendations. Licensing, legislative, regulatory or certification requirements are applicable to this unit.
Notes
Elements and Performance Criteria
1Prepare invitations to offer
  • 1.1 Specifications for goods and services to be purchased are obtained from relevant personnel and clarified as required
  • 1.2 Purchasing methods most appropriate to particular purchases are selected
  • 1.3 Invitations to offer are prepared
  • 1.4 Approval of invitations to offer is obtained
2Identify suppliers
  • 2.1 Organisation's records are reviewed for potential suppliers
  • 2.2 Sources of supply are identified
  • 2.3 Invitations to suppliers are made
  • 2.4 Sources of supply are evaluated against requirements of purchasing strategies
3Issue invitations to offer
  • 3.1 Invitations to offer are distributed
  • 3.2 Briefings are conducted as required
  • 3.3 Clarification of issues arising is made with suppliers in line with purchasing strategies
4Prepare recommendations to purchase
  • 4.1 Offer documents are received from suppliers
  • 4.2 Offer documents are assessed against requirements of purchasing strategies
  • 4.3 Further information is sought from suppliers as required
  • 4.4 Specialist expertise is obtained to assist with evaluation as required
  • 4.5 Offers are evaluated against requirements of purchasing strategies
  • 4.6 Shortlists of suppliers that make offers and who meet purchasing criteria are prepared
  • 4.7 Preferred offers are selected
  • 4.8 Recommendations about preferred offers are made for approval by relevant personnel
  • 4.9 Approval is obtained for recommended offers
RANGE STATEMENT
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance.
Relevant personnel may include:
internal users of purchased goods and services
owner and Board
CEO, managers, leaders, coordinators, supervisors and other persons authorised to commit the organisation to purchases
specialist personnel involved in purchasing, asset maintenance and finance
Purchasing methods may include:
written quotations
invitation of open or select tenders
direct purchases using supply agreements
electronic trading
direct negotiations
Invitations to offer may include:
specifications of goods and/or services required
criteria for selection of suppliers from offers received
draft contracts and agreements
delivery schedules
requirements for off-site storage and warehousing
required supplier capacity
quality requirements
Purchasing strategies include:
the organisation's documented strategies for purchasing, covering policies, procedures, guidelines and documentation formats for purchasing from suppliers including entities owned by the organisation, partners, alliance members and local and distant suppliers
criteria for evaluating purchasing performance
methodology for evaluating purchasing performance
different policies, procedures and strategies for different dollar values of purchases
limits of authority to approve purchases
requirements for fairness and transparency in purchasing
organisational and industry codes of conduct and ethics
Clarification of issues may include:
requests for further information about specifications not responded to, misinterpretations of specifications and supplementary/add on products or services
Further information may include:
requests about specifications not responded to, misinterpretations of specifications and supplementary/add on products or services
supplier briefings and presentations
Consultative processes may involve:
other employees and supervisors
relevant authorities and institutions
management and union representatives
industrial relations and OH&S specialists
Communication in the work area may include:
phone
electronic data interchange (EDI)
fax
email
internet
RF systems
oral, aural or signed communications
Depending on the organisation concerned, workplace procedures may be called:
standard operating procedures (SOPs)
company procedures
enterprise procedures
organisational procedures
established procedures
Documentation and records may include:
organisation's policies, procedures, strategies, methods and instructions relevant to procurement
lists of relevant personnel to consult
proformas and instructions used when preparing invitations to offer
quality assurance procedures
technical instructions
Applicable legislation and regulations may include:
relevant legislation, codes of practice and national standards related to procurement, for example Trade Practices Act, contract law, sale of goods legislation, consumer protection legislation and legislation related to the import of goods and services, where relevant
relevant industry codes of practice
Australian and international regulations and codes of practice for the transport of dangerous goods and hazardous substances
relevant state/territory OH&S and environmental protection legislation
award and enterprise agreements and relevant industrial instruments
workplace relations regulations
EVIDENCE GUIDE
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required knowledge and skills, the range statement and the assessment guidelines for this Training Package.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:
the underpinning knowledge and skills
relevant legislation and workplace procedures
other relevant aspects of the range statement
Context of and specific resources for assessment
Performance is demonstrated consistently over a period of time and in a suitable range of contexts
Resources for assessment include:
a range of relevant exercises, case studies and/or other simulated practical and knowledge assessment, and/or
access to an appropriate range of relevant operational situations in the workplace
In both real and simulated environments, access is required to:
relevant and appropriate materials and equipment, and
applicable documentation including workplace procedures, regulations, codes of practice and operation manuals
Method of assessment
Assessment of this unit must be undertaken by a registered training organisation
As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests
Practical assessment must occur:
through activities in an appropriately simulated environment at the registered training organisation, and/or
in an appropriate range of situations in the workplace
Replaced By
State Code National Code Title Type
AWL27 TLIR4010 Plan purchasing Unit of competency
State Code National Code Title Type
W940 TLI42010 Certificate IV in Logistics Qualification