Assessor Resource

PSPPCM001
Carry out basic procurement

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills required to plan and undertake basic procurement of goods or services and receive goods or services.

This unit applies to those working in public sector roles whose duties include simple purchasing of low-value goods or services, and coordinating the end-to-end process.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work under supervision, and as part of a team, while performing routine tasks, in familiar contexts.

No licensing, legislative or certification requirements apply to 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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions section.

1. Plan for basic procurement of goods or services

1.1 Confirm procurement requirements and limit of delegated authority.

1.2 Determine the most suitable option for acquiring goods or services considering value for money.

1.3 Identify the approval process.

1.4 Conduct risk planning for the procurement activity.

2. Undertake procurement

2.1 Obtain quotes and approvals for procurement of goods or services with any conflict of interest declared and resolved.

2.2 Assess and select suppliers or service providers in line with the organisation's financial management system and on the basis of best value for money.

2.3 Initiate and conduct procurement in accordance with organisation's probity and governance requirements.

3. Receive goods or services

3.1 Implement quality assurance processes to ensure goods or services meet procurement specifications.

3.2 Resolve non-compliance with specifications within limits of own authority.

3.3 Confirm receipt of goods or services and process accounts for payment.

3.4 Maintain records and meet reporting obligations to provide an audit trail.

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion:

writing and conveying procurement requirements

consulting and negotiating with providers

assessing procurement options and selecting the most suitable option

assessing goods and services against specifications

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

Commonwealth, state/territory and local government procurement legislation, policies and procedures, including environmental purchasing guidelines

conflict of interest, gifts and inappropriate relationships with providers relating to procurement of goods and services

procurement options and methods

coping with difficulties, irregularities and breakdowns in routine in 3 or more contexts or occasions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

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:

(add new lines for each of the assessment tasks)

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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions section.

1. Plan for basic procurement of goods or services

1.1 Confirm procurement requirements and limit of delegated authority.

1.2 Determine the most suitable option for acquiring goods or services considering value for money.

1.3 Identify the approval process.

1.4 Conduct risk planning for the procurement activity.

2. Undertake procurement

2.1 Obtain quotes and approvals for procurement of goods or services with any conflict of interest declared and resolved.

2.2 Assess and select suppliers or service providers in line with the organisation's financial management system and on the basis of best value for money.

2.3 Initiate and conduct procurement in accordance with organisation's probity and governance requirements.

3. Receive goods or services

3.1 Implement quality assurance processes to ensure goods or services meet procurement specifications.

3.2 Resolve non-compliance with specifications within limits of own authority.

3.3 Confirm receipt of goods or services and process accounts for payment.

3.4 Maintain records and meet reporting obligations to provide an audit trail.

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion:

writing and conveying procurement requirements

consulting and negotiating with providers

assessing procurement options and selecting the most suitable option

assessing goods and services against specifications

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

Commonwealth, state/territory and local government procurement legislation, policies and procedures, including environmental purchasing guidelines

conflict of interest, gifts and inappropriate relationships with providers relating to procurement of goods and services

procurement options and methods

coping with difficulties, irregularities and breakdowns in routine in 3 or more contexts or occasions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.
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
Confirm procurement requirements and limit of delegated authority. 
Determine the most suitable option for acquiring goods or services considering value for money. 
Identify the approval process. 
Conduct risk planning for the procurement activity. 
Obtain quotes and approvals for procurement of goods or services with any conflict of interest declared and resolved. 
Assess and select suppliers or service providers in line with the organisation's financial management system and on the basis of best value for money. 
Initiate and conduct procurement in accordance with organisation's probity and governance requirements. 
Implement quality assurance processes to ensure goods or services meet procurement specifications. 
Resolve non-compliance with specifications within limits of own authority. 
Confirm receipt of goods or services and process accounts for payment. 
Maintain records and meet reporting obligations to provide an audit trail. 
Confirm procurement requirements and limit of delegated authority. 
Determine the most suitable option for acquiring goods or services considering value for money. 
Identify the approval process. 
Conduct risk planning for the procurement activity. 
Obtain quotes and approvals for procurement of goods or services with any conflict of interest declared and resolved. 
Assess and select suppliers or service providers in line with the organisation's financial management system and on the basis of best value for money. 
Initiate and conduct procurement in accordance with organisation's probity and governance requirements. 
Implement quality assurance processes to ensure goods or services meet procurement specifications. 
Resolve non-compliance with specifications within limits of own authority. 
Confirm receipt of goods or services and process accounts for payment. 
Maintain records and meet reporting obligations to provide an audit trail. 

Forms

Assessment Cover Sheet

PSPPCM001 - Carry out basic procurement
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

PSPPCM001 - Carry out basic procurement

Student name:

Student ID:

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

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: