Elements and Performance Criteria

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. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Purchasing strategies may include:
criteria for making purchasing decisions
legal requirements and policies and procedures that underpin strategies and that are relevant to role
policies, procedures, guidelines and documentation formats for purchasing from suppliers including entities owned by the organisation, partners, alliance members and local and distant suppliers
Limits may include:
approval processes for purchases
expenditure approval limits
Relevant personnel may include:
CEOs
managers
leaders
coordinators
supervisors
other persons authorised to commit the organisation to purchases
internal users of purchased goods and services
owner
Board members
specialist personnel involved in purchasing, asset maintenance and finance
Purchasing methods may include:
credit card purchases
direct purchases from retail outlets
online purchases
petty cash
purchases using standing agreements or accounts with suppliers
written and/or verbal quotations
written and/or verbal supply agreements
Purchase records may include:
corporate credit card transaction documentation
invoices, statements and payment requests
petty cash vouchers
purchase requests and orders
receipt advices for goods and services
records of supplier performance

EVIDENCE GUIDE
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
obtaining quotes from prospective suppliers for a low risk, low expenditure good to be purchased
selection of appropriate purchasing methods for a low risk, low expenditure purchase
receipt, checking and documentation of a low risk, low expenditure purchase.
Context of and specific resources for assessment
Assessment must ensure:
access to an actual workplace or simulated environment
access to office equipment and resources
organisation's purchasing strategies and relevant purchasing records.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
analysis of responses to case studies and scenarios
assessment of written reports documenting purchasing requirements and records of purchases made
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
observation of obtaining quotes form suppliers
oral or written questioning to assess knowledge
review testimony from team members, colleagues, supervisors or managers.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
other purchasing units.