Unit of competency Outline

Date retreived
22/07/2026 3:48 PM AWST

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Apply contract and procurement procedures

Apply contract and procurement procedures

Unit of competency
National Code
BSBPMG408A
State Code
D0928
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
2.00
Current Release Date
28/11/2011
View on TGA
State Implementation and Classification
Approved Date
10/10/2014
Field of Education
080315 - Project Management
Original Release Date
10/10/2014
Nominal Hours
40
Description
This unit describes the performance outcomes, skills and knowledge required to assist with contracting and procurement for a project. It covers identifying procurement and contract requirements, assisting with contractor selection, conducting contracting and procurement activities and assisting with finalisation of activities for the project.
Notes
Elements and Performance Criteria
1. Assist with contract and procurement planning
  • 1.1. Contribute to the establishment of procurement requirements
  • 1.2. Act under delegated authority to contribute to the development of the procurement management plan
  • 1.3. Contribute to the development of project documentation for contract definition and formation
2. Contribute to contractor selection process
  • 2.1. Gather and evaluate information on potential suppliers
  • 2.2. Make recommendations to assist in selection of preferred contractors
  • 2.3. Provide contribution to the definition of agreed terms and conditions with preferred contractor/s
  • 2.4. Assist with the development of the final tendering and contractual documentation
3. Conduct contracting and procurement activities
  • 3.1. Undertake procurement activities and maintain information so that reporting, confidentiality and audit requirements are met
  • 3.2. Receive, reconcile and register supplies in accordance with established procedures to facilitate payment throughout project
  • 3.3. Monitor and control contractors and suppliers and their activities for compliance with designated responsibilities, deliverables, time/cost and quality conformance and other requirements
4. Conduct finalisation activities
  • 4.1. Test and accept supplies to ensure quality and suitability for purpose
  • 4.2. Provide assistance in the ongoing review of project outcomes using available records and information to determine the effectiveness of contracting and procurement activities
  • 4.3. Report contracting and procurement management issues and responses to others for application in future projects
subject to frequent change in a multi-disciplinary environment
under limited guidance and supervision
within agreed authorisation and limits
within established organisational framework, procedures and routines

conducting transfer and disposal actions
confirming details and obtaining additional information about quotes etc.
formally receipting goods and services or providing formal notice of delivery of goods and services
identifying occupational health and safety (OHS) issues
liaising with client, contractors, sub-contractors and other stakeholders
maintaining registers and lists
obtaining approvals from higher project authorities
obtaining quotes from potential suppliers, providing quotes to potential clients or collaborating agencies and alliances
planning, specifying and/or conducting test and acceptance procedures
processing payment documentation

agreed major milestones, for example phases and sub-contracts
changes of key personnel
delivery of major deliverables
finalisation of project and other agreed milestones

assets and disposal actions
lists of suppliers
procurement logs, registers
procurement reports
records of contract planning, formation, negotiation or administration
quotes, invoices and receipts
test and acceptance results

higher project authorities
project manager
project specialists or personnel
team members

Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

application of procurement and contract management techniques in relation to multiple complex projects
knowledge of the place and role of procurement in the project life cycle.

Context of and specific resources for assessment

Assessment must ensure:

access to examples of project contract and procurement documentation
access to records of project team participation in procurement tasks and activities.

Method of assessment

A range of assessment methods should be used to assess practical skill and knowledge. The following assessment methods are appropriate for this unit:

direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
analysis of responses addressing different case studies and scenarios which present issues and problems in procurement
oral or written questioning to assess knowledge of strategies for project procurement and contracting and their application to different situations
review of procurement and contract management plans and other documentation associated with procurement processes
evaluation of information gathered on potential suppliers
assessment of recommendations made to assist in selecting preferred contractors
assessment of reports produced about contracting and procurement management issues.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

other units from the Certificate IV in Project Management.

Replaces
State Code National Code Title Type
C7057 BSBPM408A Apply contract and procurement techniques Unit of competency
Replaced By
State Code National Code Title Type
WG095 BSBPMG416A Apply project procurement procedures Unit of competency