This unit describes the skills required to apply advanced planning to complex procurement within established guidelines, policies and procedures.
This unit applies to those working in roles involving procurement planning.
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 would work autonomously while performing complex 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. Establish, apply and manage procurement governance arrangements
1.1 Make contributions to forward procurement planning.
1.2 Apply organisational, financial and budgetary framework effectively to procurement.
1.3 Research and apply organisational objectives, policies and goals.
1.4 Identify and apply relevant interacting legislative, policy and probity requirements to the proposed procurement activity.
1.5 Develop and/or assess procurement needs, aligned to organisational objectives, business plan and appropriate justification of estimated procurement expenditure.
1.6 Propose alternatives to procurement action where appropriate.
1.7 Apply and manage probity principles when planning procurement activities.
2. Identify, consult with and manage procurement stakeholders
2.1 Identify internal and external stakeholders for procurement activities.
2.2 Develop strategies to effectively gather information from and distribute information to procurement stakeholders throughout the procurement process.
2.3 Inform and educate stakeholders on the concept of value for money.
2.4 Develop strategies for the ongoing consideration and management of key stakeholders.
3. Conduct market research and develop appropriate strategies to approach the market
3.1 Conduct market research and analysis.
3.2 Identify strengths and weaknesses of the market.
3.3 Determine appropriate procurement options and procurement methods for approaching the market, taking into account relevant jurisdictional and organisational policy requirements.
4. Identify, source and manage resources to conduct procurement processes
4.1 Identify, seek and manage financial and budgetary resources required to effectively conduct procurement processes.
4.2 Identify, seek and manage technical and procurement expertise required to effectively conduct procurement processes, including the establishment of tender evaluation panel or working group.
4.3 Determine and apply appropriate structures and processes to the conduct of the procurement, including operation of the tender evaluation panel or working group.
4.4 Plan and communicate appropriate lead times for conducting procurement processes to stakeholders.
5. Define procurement specifications and requirements
5.1 Align procurement requirements with organisational objectives and business plans that are realistic in terms of the capacity of the market to supply.
5.2 Develop and/or critically assess statements of requirements and specifications that meet business needs of the organisation.
5.3 Review previous procurements and consult stakeholders to inform and define the specifications.
5.4 Explore the viability of specifications to ensure risks and whole-of-life costs and benefits are identified and to support value for money.
6. Undertake detailed procurement planning
6.1 Assist stakeholders to make meaningful contributions to procurement plans.
6.3 Address jurisdictional, organisational, legislative, policy and probity requirements.
6.4 Design a procurement process that achieves a value for money outcome, including consideration of whole-of-life costs and benefits.
6.5 Document detailed procurement plans and sub-plans for the various activities that will be conducted throughout the procurement process, including evaluation and reporting requirements.
6.6 Plan prompt execution of financial delegations and other approvals.
6.7 Undertake procurement activity in line with jurisdictional, organisational and best practice requirements for accountability and transparency, including record keeping and reporting regimes.
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.
networking, consulting and negotiating with contractors and stakeholders
writing a business case
reading and applying complex documents, including contracts, legislation and guidelines
providing feedback
modelling effective team management approaches
referring issues to the correct person
resolving complicated procurement issues
developing options for inclusion in a business case
undertaking research and business analysis
planning procurement processes in alignment with business and organisational goals
documenting procurement planning decisions and expected outcomes
managing and updating the procurement plan and sub-plans
maintaining currency in best practice examples in procurement practice and relevant procurement legislation, policies and procedures
using electronic procurement templates
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 or territory, and local government legislation, policies, practices and guidelines relating to contract management, including environmental purchasing and corporate social responsibility guidance
organisational procurement policies, practices and approval processes
procurement planning for complex procurement requirements and associated outcomes in alignment with business and organisational goals
probity principles and issues
codes of conduct, codes of practice and standards of individual behaviour relating to the procurement process
government procurement environment
legal requirements of government procurement
implications of particular procurement arrangements
whole-of-life considerations
financial and accounting issues relevant to the procurement
cultural issues relating to complex procurement and industry development in certain industry sectors
relationship management
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. Establish, apply and manage procurement governance arrangements
1.1 Make contributions to forward procurement planning.
1.2 Apply organisational, financial and budgetary framework effectively to procurement.
1.3 Research and apply organisational objectives, policies and goals.
1.4 Identify and apply relevant interacting legislative, policy and probity requirements to the proposed procurement activity.
1.5 Develop and/or assess procurement needs, aligned to organisational objectives, business plan and appropriate justification of estimated procurement expenditure.
1.6 Propose alternatives to procurement action where appropriate.
1.7 Apply and manage probity principles when planning procurement activities.
2. Identify, consult with and manage procurement stakeholders
2.1 Identify internal and external stakeholders for procurement activities.
2.2 Develop strategies to effectively gather information from and distribute information to procurement stakeholders throughout the procurement process.
2.3 Inform and educate stakeholders on the concept of value for money.
2.4 Develop strategies for the ongoing consideration and management of key stakeholders.
3. Conduct market research and develop appropriate strategies to approach the market
3.1 Conduct market research and analysis.
3.2 Identify strengths and weaknesses of the market.
3.3 Determine appropriate procurement options and procurement methods for approaching the market, taking into account relevant jurisdictional and organisational policy requirements.
4. Identify, source and manage resources to conduct procurement processes
4.1 Identify, seek and manage financial and budgetary resources required to effectively conduct procurement processes.
4.2 Identify, seek and manage technical and procurement expertise required to effectively conduct procurement processes, including the establishment of tender evaluation panel or working group.
4.3 Determine and apply appropriate structures and processes to the conduct of the procurement, including operation of the tender evaluation panel or working group.
4.4 Plan and communicate appropriate lead times for conducting procurement processes to stakeholders.
5. Define procurement specifications and requirements
5.1 Align procurement requirements with organisational objectives and business plans that are realistic in terms of the capacity of the market to supply.
5.2 Develop and/or critically assess statements of requirements and specifications that meet business needs of the organisation.
5.3 Review previous procurements and consult stakeholders to inform and define the specifications.
5.4 Explore the viability of specifications to ensure risks and whole-of-life costs and benefits are identified and to support value for money.
6. Undertake detailed procurement planning
6.1 Assist stakeholders to make meaningful contributions to procurement plans.
6.3 Address jurisdictional, organisational, legislative, policy and probity requirements.
6.4 Design a procurement process that achieves a value for money outcome, including consideration of whole-of-life costs and benefits.
6.5 Document detailed procurement plans and sub-plans for the various activities that will be conducted throughout the procurement process, including evaluation and reporting requirements.
6.6 Plan prompt execution of financial delegations and other approvals.
6.7 Undertake procurement activity in line with jurisdictional, organisational and best practice requirements for accountability and transparency, including record keeping and reporting regimes.
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.
networking, consulting and negotiating with contractors and stakeholders
writing a business case
reading and applying complex documents, including contracts, legislation and guidelines
providing feedback
modelling effective team management approaches
referring issues to the correct person
resolving complicated procurement issues
developing options for inclusion in a business case
undertaking research and business analysis
planning procurement processes in alignment with business and organisational goals
documenting procurement planning decisions and expected outcomes
managing and updating the procurement plan and sub-plans
maintaining currency in best practice examples in procurement practice and relevant procurement legislation, policies and procedures
using electronic procurement templates
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 or territory, and local government legislation, policies, practices and guidelines relating to contract management, including environmental purchasing and corporate social responsibility guidance
organisational procurement policies, practices and approval processes
procurement planning for complex procurement requirements and associated outcomes in alignment with business and organisational goals
probity principles and issues
codes of conduct, codes of practice and standards of individual behaviour relating to the procurement process
government procurement environment
legal requirements of government procurement
implications of particular procurement arrangements
whole-of-life considerations
financial and accounting issues relevant to the procurement
cultural issues relating to complex procurement and industry development in certain industry sectors
relationship management
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
Make contributions to forward procurement planning.
Apply organisational, financial and budgetary framework effectively to procurement.
Research and apply organisational objectives, policies and goals.
Identify and apply relevant interacting legislative, policy and probity requirements to the proposed procurement activity.
Develop and/or assess procurement needs, aligned to organisational objectives, business plan and appropriate justification of estimated procurement expenditure.
Propose alternatives to procurement action where appropriate.
Apply and manage probity principles when planning procurement activities.
Identify internal and external stakeholders for procurement activities.
Develop strategies to effectively gather information from and distribute information to procurement stakeholders throughout the procurement process.
Inform and educate stakeholders on the concept of value for money.
Develop strategies for the ongoing consideration and management of key stakeholders.
Conduct market research and analysis.
Identify strengths and weaknesses of the market.
Determine appropriate procurement options and procurement methods for approaching the market, taking into account relevant jurisdictional and organisational policy requirements.
Identify, seek and manage financial and budgetary resources required to effectively conduct procurement processes.
Identify, seek and manage technical and procurement expertise required to effectively conduct procurement processes, including the establishment of tender evaluation panel or working group.
Determine and apply appropriate structures and processes to the conduct of the procurement, including operation of the tender evaluation panel or working group.
Plan and communicate appropriate lead times for conducting procurement processes to stakeholders.
Align procurement requirements with organisational objectives and business plans that are realistic in terms of the capacity of the market to supply.
Develop and/or critically assess statements of requirements and specifications that meet business needs of the organisation.
Review previous procurements and consult stakeholders to inform and define the specifications.
Explore the viability of specifications to ensure risks and whole-of-life costs and benefits are identified and to support value for money.
Assist stakeholders to make meaningful contributions to procurement plans.
Conduct procurement risk assessments and determine appropriate risk management strategies.
Address jurisdictional, organisational, legislative, policy and probity requirements.
Design a procurement process that achieves a value for money outcome, including consideration of whole-of-life costs and benefits.
Document detailed procurement plans and sub-plans for the various activities that will be conducted throughout the procurement process, including evaluation and reporting requirements.
Plan prompt execution of financial delegations and other approvals.
Undertake procurement activity in line with jurisdictional, organisational and best practice requirements for accountability and transparency, including record keeping and reporting regimes.
Make contributions to forward procurement planning.
Apply organisational, financial and budgetary framework effectively to procurement.
Research and apply organisational objectives, policies and goals.
Identify and apply relevant interacting legislative, policy and probity requirements to the proposed procurement activity.
Develop and/or assess procurement needs, aligned to organisational objectives, business plan and appropriate justification of estimated procurement expenditure.
Propose alternatives to procurement action where appropriate.
Apply and manage probity principles when planning procurement activities.
Identify internal and external stakeholders for procurement activities.
Develop strategies to effectively gather information from and distribute information to procurement stakeholders throughout the procurement process.
Inform and educate stakeholders on the concept of value for money.
Develop strategies for the ongoing consideration and management of key stakeholders.
Conduct market research and analysis.
Identify strengths and weaknesses of the market.
Determine appropriate procurement options and procurement methods for approaching the market, taking into account relevant jurisdictional and organisational policy requirements.
Identify, seek and manage financial and budgetary resources required to effectively conduct procurement processes.
Identify, seek and manage technical and procurement expertise required to effectively conduct procurement processes, including the establishment of tender evaluation panel or working group.
Determine and apply appropriate structures and processes to the conduct of the procurement, including operation of the tender evaluation panel or working group.
Plan and communicate appropriate lead times for conducting procurement processes to stakeholders.
Align procurement requirements with organisational objectives and business plans that are realistic in terms of the capacity of the market to supply.
Develop and/or critically assess statements of requirements and specifications that meet business needs of the organisation.
Review previous procurements and consult stakeholders to inform and define the specifications.
Explore the viability of specifications to ensure risks and whole-of-life costs and benefits are identified and to support value for money.
Assist stakeholders to make meaningful contributions to procurement plans.
Conduct procurement risk assessments and determine appropriate risk management strategies.
Address jurisdictional, organisational, legislative, policy and probity requirements.
Design a procurement process that achieves a value for money outcome, including consideration of whole-of-life costs and benefits.
Document detailed procurement plans and sub-plans for the various activities that will be conducted throughout the procurement process, including evaluation and reporting requirements.
Plan prompt execution of financial delegations and other approvals.
Undertake procurement activity in line with jurisdictional, organisational and best practice requirements for accountability and transparency, including record keeping and reporting regimes.
Forms
Assessment Cover Sheet
PSPPCM012 - Plan for procurement outcomes
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
PSPPCM012 - Plan for procurement outcomes
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