Elements and Performance Criteria

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.

Procurement requirements may include:
product and service definitions
quality specifications
resource identification
supply and delivery requirements
supply and engagement metrics, including:
employment equity
environmental
intellectual property
legal
licences, permits and certifications
security
work health and safety (WHS)
work breakdown structure.
Delegated authority may be:
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.
Procurement-management plan may include:
acquisition criteria
contract administration
contract closure processes
general conditions of contract
organisational procurement policy and procedures
preferred suppliers
procurement-management processes
procurement statements of work
product and quality specifications
project resource requirements
supplier selection criteria
statement of works
type of supply and contract arrangements.
Procurement documentation may include:
assets and disposal actions
lists of suppliers
procurement logs and registers
procurement reports
quotes, invoices and receipts
records of contract planning, formation, negotiation and administration
test and acceptance results.
Suppliers may include:
consultant
contractor
subcontractor
vendor.
Probity and project governance constraints may include:
ethical behaviours
limits of authority
organisational policy and procedures
prescribed decision escalation.
Contractual documentation may include:
terms and conditions of contract
type of supply contract:
cost plus
fixed price contract
good and services quotation
time and material.
Procurement activities may include:
audit of environmentally sustainable supply practices
collaborating with agencies and alliances
conducting transfer and disposal actions
confirming details and obtaining additional information about quotes
formally receipting goods and services
identifying WHS issues
liaising with client, contractors, subcontractors and other stakeholders
maintaining registers and lists
obtaining approvals
obtaining quotes from potential suppliers
planning, specifying and/or conducting test and acceptance procedures
processing payment documentation
providing formal notice of delivery of goods and services
providing quotes to potential clients.

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:

identifying procurement requirements in relation to a workplace project
applying procurement-management procedures in relation to a workplace project.
Context of and specific resources for assessment
Assessment must ensure access to:

examples of project procurement documentation
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 that present issues and problems in project 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.