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.
Required skills
culturally appropriate communication skills to relate to people from diverse backgrounds and people with diverse abilities
communication and negotiation skills to liaise with suppliers and relevant stakeholders and negotiate agreement appropriate purchasing strategies
literacy skills to write purchasing policies and procedures and reports containing complex concepts
financial management skills to create and manage a budget framework for conducting purchasing activities
technology skills to operate software relating to online purchasing.
Required knowledge
identification and overview knowledge of key provisions of relevant legislation from all levels of government that affects business operations, codes of practice and national standards, such as:
consumer protection legislation
contract law
import of goods and services, where relevant
sale of goods legislation
Trade Practices Act
information about industry benchmarks for purchasing, including information from:
peak bodies and industry associations
Australian Standards organisation policies and procedures related to:
business terms and conditions for purchasing, tendering and contracting
contracting and tendering
ethical behaviour
purchasing
product knowledge related to goods and services required by the organisation
principles and practice in environmentally sustainable purchasing and supply
range of software programs used in online purchasing.
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 stakeholdersmay include: | clients contractors customers suppliers tenderers. |
Personnelmay include: | Board members CEOs coordinators internal users of purchased goods and services leaders managers owners relevant staff in other work sections staff in own work section, team members and colleagues supervisors. |
Purchasing strategiesmay include: | criteria for evaluating purchasing performance different policies, procedures and strategies for different dollar values of purchases key performance indicators for purchasing limits of authority to approve purchases methodology for evaluating purchasing performance organisational and industry codes of conduct and ethics policies, procedures, guidelines and documentation formats for purchasing from suppliers including entities owned by the organisation, partners, alliance members and local and distant suppliers requirements for fairness and transparency in purchasing environmentally sustainable purchase and supply of goods and services. |
Legal requirementsmay include issues in relation to: | access and equity accreditation, licence, patent and copyright codes of practice data collection, storage and retrieval ethical conduct and governance industrial relations insurance occupational health and safety operation, maintenance and service of tools, equipment, plant and machinery planning privacy and confidentiality professional development standards (Australian and international) warranties. |
The five rightsare: | right supplier: demonstrable expertise and experience due diligence requirements ethical conduct requirements evidence of past legal compliance requirements to use organisations linked by ownership, partnership, alliance or other arrangements right price: cost/price analysis valueformoney right quantity: supply guarantees right quality: confidentiality and probity requirements key performance indicators measures to manage risk quality accreditation right time: supply guarantees. |
Resourcesmay include human, physical and other resources such as: | documentation required for purchasing, such as proformas, order forms, standard tender documentation and basic standard contracts software systems for inventory management or online purchasing staff to undertake or assist with purchasing. |
Supportmay include: | information sessions and briefings training programs written information including procedures and internet or intranetbased information. |
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