Assessor Resource

BSBPUR501
Develop, implement and review purchasing strategies

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to develop, implement and evaluate an organisation's purchasing strategies, and implement improvements to those strategies.

It applies to individuals working in organisations in roles such as senior purchasing officer or purchasing manager, supporting the work of other employees carrying out purchasing activities. While an individual may work closely with other staff members in the organisation, they have individual responsibility and autonomy to develop, communicate and implement organisational purchasing strategies.

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Determine purchasing objectives

1.1 Research and analyse the suitability of industry benchmarks for purchasing for the organisation

1.2 Analyse organisation’s purchasing data and information

1.3 Undertake consultations with relevant stakeholders and personnel to inform development of purchasing objectives

1.4 Draft purchasing objectives in line with organisation’s goals

1.5 Gain approval from relevant personnel for purchasing objectives

2. Develop purchasing strategies

2.1 Develop purchasing strategies, taking into account legal requirements and purchasing objectives

2.2 Include the ‘five rights of purchasing’ criteria

2.3 Develop human resource, financial and other plans to support implementation of purchasing strategies

2.4 Make changes resulting from feedback from relevant personnel about purchasing plans and strategies

2.5 Gain approval for plans to implement purchasing plans and strategies

3. Implement purchasing strategies

3.1 Communicate purchasing strategies to relevant personnel and stakeholders

3.2 Access resources needed to implement purchasing strategies

3.3 Provide support to implement purchasing strategies

3.4 Monitor implementation of purchasing strategies by the organisation

3.5 Identify and address problems and issues arising during implementation of purchasing strategies

3.6 Provide reports to relevant personnel and stakeholders on the implementation of purchasing strategies

4. Evaluate purchasing strategies and implement improvements

4.1 Review implementation of purchasing strategies

4.2 Identify improvements to purchasing strategies from review process

4.3 Gain approval to implement improvements to purchasing strategies

4.4 Communicate improvements to relevant stakeholders and provide support to implement improvements

4.5 Monitor and review implementation of improvements to determine their effectiveness

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

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Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Determine purchasing objectives

1.1 Research and analyse the suitability of industry benchmarks for purchasing for the organisation

1.2 Analyse organisation’s purchasing data and information

1.3 Undertake consultations with relevant stakeholders and personnel to inform development of purchasing objectives

1.4 Draft purchasing objectives in line with organisation’s goals

1.5 Gain approval from relevant personnel for purchasing objectives

2. Develop purchasing strategies

2.1 Develop purchasing strategies, taking into account legal requirements and purchasing objectives

2.2 Include the ‘five rights of purchasing’ criteria

2.3 Develop human resource, financial and other plans to support implementation of purchasing strategies

2.4 Make changes resulting from feedback from relevant personnel about purchasing plans and strategies

2.5 Gain approval for plans to implement purchasing plans and strategies

3. Implement purchasing strategies

3.1 Communicate purchasing strategies to relevant personnel and stakeholders

3.2 Access resources needed to implement purchasing strategies

3.3 Provide support to implement purchasing strategies

3.4 Monitor implementation of purchasing strategies by the organisation

3.5 Identify and address problems and issues arising during implementation of purchasing strategies

3.6 Provide reports to relevant personnel and stakeholders on the implementation of purchasing strategies

4. Evaluate purchasing strategies and implement improvements

4.1 Review implementation of purchasing strategies

4.2 Identify improvements to purchasing strategies from review process

4.3 Gain approval to implement improvements to purchasing strategies

4.4 Communicate improvements to relevant stakeholders and provide support to implement improvements

4.5 Monitor and review implementation of improvements to determine their effectiveness

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Research and analyse the suitability of industry benchmarks for purchasing for the organisation 
Analyse organisation’s purchasing data and information 
Undertake consultations with relevant stakeholders and personnel to inform development of purchasing objectives 
Draft purchasing objectives in line with organisation’s goals 
Gain approval from relevant personnel for purchasing objectives 
Develop purchasing strategies, taking into account legal requirements and purchasing objectives 
Include the ‘five rights of purchasing’ criteria 
Develop human resource, financial and other plans to support implementation of purchasing strategies 
Make changes resulting from feedback from relevant personnel about purchasing plans and strategies 
Gain approval for plans to implement purchasing plans and strategies 
Communicate purchasing strategies to relevant personnel and stakeholders 
Access resources needed to implement purchasing strategies 
Provide support to implement purchasing strategies 
Monitor implementation of purchasing strategies by the organisation 
Identify and address problems and issues arising during implementation of purchasing strategies 
Provide reports to relevant personnel and stakeholders on the implementation of purchasing strategies 
Review implementation of purchasing strategies 
Identify improvements to purchasing strategies from review process 
Gain approval to implement improvements to purchasing strategies 
Communicate improvements to relevant stakeholders and provide support to implement improvements 
Monitor and review implementation of improvements to determine their effectiveness 

Forms

Assessment Cover Sheet

BSBPUR501 - Develop, implement and review purchasing strategies
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Assessment Record Sheet

BSBPUR501 - Develop, implement and review purchasing strategies

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Assessment task 1: [title] Result: Competent Not yet competent

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Overall assessment result: Competent Not yet competent

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