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.
Relevant personnel may include:
CEO
coordinators
internal users of purchased goods and services
leaders
managers
other persons authorised to commit the organisation to purchases
owner and Board
specialist personnel involved in purchasing, asset maintenance and finance
supervisors
Purchasing methods may include:
direct negotiations
direct purchases using supply agreements
electronic trading
invitation of open or select tenders
written quotations
Invitations to offer may include:
criteria for selection of suppliers from offers received
delivery schedules
draft contracts and agreements
quality requirements
required supplier capacity
requirements for off-site storage and warehousing
specifications of goods and/or services required
Purchasing strategies may include:
criteria for evaluating purchasing performance
different policies, procedures and strategies for different dollar values of purchases
limits of authority to approve purchases
methodology for evaluating purchasing performance
organisational and industry codes of conduct and ethics
requirements for fairness and transparency in purchasing
the organisation's documented strategies for things such as:
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
Clarify 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

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:
documents containing preparations to offer
evaluation of suppliers
issuing of an invitation to offer
formation of recommendation to 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 the procurement planing process
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
observation of preparation and issuing of invitations to offer
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.