This unit describes the skills required to perform advanced decision making for complex procurement within established guidelines, policies and procedures.
This unit applies to those working roles involved in making procurement decisions.
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 autonomously, performing complex tasks, in a range of familiar and unfamiliar 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. Comply with legal and policy obligations implicit in making procurement decisions
1.1 Identify and apply legislative and policy requirements and organisational objectives and goals to inform procurement decisions.
1.2 Apply and manage probity principles of fairness and impartiality when making procurement decisions at all stages of the process.
2. Establish context for the procurement activity
2.1 Identify and consider factors that may influence procurement decisions in the context of legislation, policy and organisational/business requirements to support effective decision making.
2.2 Consult with stakeholders to determine likely impact of key factors at all stages of procurement process.
2.3 Reflect determined key factors in procurement decisions affecting the procurement.
3.1 Select procurement methods based on jurisdictional, legislative and policy requirements and suitability for the procurement requirements.
3.2 Consider factors and risks in selecting procurement method.
3.3 Record justification for selected procurement method.
3.4 Exercise approvals for the selection of procurement methods and record.
4. Select and approve contractual arrangements
4.1 Select contractual arrangements, based on jurisdictional and policy requirements and suitability for the procurement requirements.
4.2 Consider factors and risks in selecting contractual arrangements.
4.3 Record justification for selected contractual arrangements.
4.4 Exercise approvals for the selection of contractual arrangements and record.
5. Identify and consider factors affecting supplier choice
5.1 Research and assess supplier capability as part of offer evaluation.
5.2 Research and apply supplier supply chain management considerations in the context of policy requirements when making procurement decisions.
5.3 Apply broader value for money considerations to support and inform decisions.
6. Conduct tender evaluation
6.1 Form a tender evaluation panel or similar when required by policy or to meet probity requirements.
6.2 Provide advice, support and guidance on procurement processes and probity requirements to members of the tender evaluation panel.
6.3 Resolve any issues that arise during tender evaluation using negotiation and communication skills and procurement knowledge.
6.4 Document tender decision-making processes and decisions reached in a format suited to the procurement being undertaken.
6.5 Make written procurement recommendations to the approval delegate after considering advice of panel.
7. Maintain effective accountability and transparency in procurement decision making
7.1 Maintain records, including plans and sub-plans, to provide an effective audit trail of decisions taken throughout the procurement process.
7.2 Maintain compliance with jurisdictional and organisational procurement reporting requirements.
7.3 Maintain records to provide aggregate procurement reporting requirements internal and external to the organisation.
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
resolving complicated procurement issues
developing options for inclusion in a business case
applying decision-making processes or methodologies
undertaking research and business analysis
documenting procurement decisions
managing and updating procurement plans
maintaining currency in best practice examples in procurement practice and relevant procurement legislation, policies and procedures
operate organisational IT systems
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 procurement, including environmental purchasing and corporate social responsibility guidance
organisational procurement policies, practices and approval processes
procurement planning for complex procurement requirements and outcomes
decision-making processes and methodologies
codes of conduct, codes of practice and standards of individual behaviour relating to procurement decisions
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 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. Comply with legal and policy obligations implicit in making procurement decisions
1.1 Identify and apply legislative and policy requirements and organisational objectives and goals to inform procurement decisions.
1.2 Apply and manage probity principles of fairness and impartiality when making procurement decisions at all stages of the process.
2. Establish context for the procurement activity
2.1 Identify and consider factors that may influence procurement decisions in the context of legislation, policy and organisational/business requirements to support effective decision making.
2.2 Consult with stakeholders to determine likely impact of key factors at all stages of procurement process.
2.3 Reflect determined key factors in procurement decisions affecting the procurement.
3.1 Select procurement methods based on jurisdictional, legislative and policy requirements and suitability for the procurement requirements.
3.2 Consider factors and risks in selecting procurement method.
3.3 Record justification for selected procurement method.
3.4 Exercise approvals for the selection of procurement methods and record.
4. Select and approve contractual arrangements
4.1 Select contractual arrangements, based on jurisdictional and policy requirements and suitability for the procurement requirements.
4.2 Consider factors and risks in selecting contractual arrangements.
4.3 Record justification for selected contractual arrangements.
4.4 Exercise approvals for the selection of contractual arrangements and record.
5. Identify and consider factors affecting supplier choice
5.1 Research and assess supplier capability as part of offer evaluation.
5.2 Research and apply supplier supply chain management considerations in the context of policy requirements when making procurement decisions.
5.3 Apply broader value for money considerations to support and inform decisions.
6. Conduct tender evaluation
6.1 Form a tender evaluation panel or similar when required by policy or to meet probity requirements.
6.2 Provide advice, support and guidance on procurement processes and probity requirements to members of the tender evaluation panel.
6.3 Resolve any issues that arise during tender evaluation using negotiation and communication skills and procurement knowledge.
6.4 Document tender decision-making processes and decisions reached in a format suited to the procurement being undertaken.
6.5 Make written procurement recommendations to the approval delegate after considering advice of panel.
7. Maintain effective accountability and transparency in procurement decision making
7.1 Maintain records, including plans and sub-plans, to provide an effective audit trail of decisions taken throughout the procurement process.
7.2 Maintain compliance with jurisdictional and organisational procurement reporting requirements.
7.3 Maintain records to provide aggregate procurement reporting requirements internal and external to the organisation.
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
resolving complicated procurement issues
developing options for inclusion in a business case
applying decision-making processes or methodologies
undertaking research and business analysis
documenting procurement decisions
managing and updating procurement plans
maintaining currency in best practice examples in procurement practice and relevant procurement legislation, policies and procedures
operate organisational IT systems
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 procurement, including environmental purchasing and corporate social responsibility guidance
organisational procurement policies, practices and approval processes
procurement planning for complex procurement requirements and outcomes
decision-making processes and methodologies
codes of conduct, codes of practice and standards of individual behaviour relating to procurement decisions
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 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
Identify and apply legislative and policy requirements and organisational objectives and goals to inform procurement decisions.
Apply and manage probity principles of fairness and impartiality when making procurement decisions at all stages of the process.
Identify and consider factors that may influence procurement decisions in the context of legislation, policy and organisational/business requirements to support effective decision making.
Consult with stakeholders to determine likely impact of key factors at all stages of procurement process.
Reflect determined key factors in procurement decisions affecting the procurement.
Document factors affecting procurement decisions.
Select procurement methods based on jurisdictional, legislative and policy requirements and suitability for the procurement requirements.
Consider factors and risks in selecting procurement method.
Record justification for selected procurement method.
Exercise approvals for the selection of procurement methods and record.
Select contractual arrangements, based on jurisdictional and policy requirements and suitability for the procurement requirements.
Consider factors and risks in selecting contractual arrangements.
Record justification for selected contractual arrangements.
Exercise approvals for the selection of contractual arrangements and record.
Research and assess supplier capability as part of offer evaluation.
Research and apply supplier supply chain management considerations in the context of policy requirements when making procurement decisions.
Apply broader value for money considerations to support and inform decisions.
Form a tender evaluation panel or similar when required by policy or to meet probity requirements.
Provide advice, support and guidance on procurement processes and probity requirements to members of the tender evaluation panel.
Resolve any issues that arise during tender evaluation using negotiation and communication skills and procurement knowledge.
Document tender decision-making processes and decisions reached in a format suited to the procurement being undertaken.
Make written procurement recommendations to the approval delegate after considering advice of panel.
Maintain records, including plans and sub-plans, to provide an effective audit trail of decisions taken throughout the procurement process.
Maintain compliance with jurisdictional and organisational procurement reporting requirements.
Maintain records to provide aggregate procurement reporting requirements internal and external to the organisation.
Identify and apply legislative and policy requirements and organisational objectives and goals to inform procurement decisions.
Apply and manage probity principles of fairness and impartiality when making procurement decisions at all stages of the process.
Identify and consider factors that may influence procurement decisions in the context of legislation, policy and organisational/business requirements to support effective decision making.
Consult with stakeholders to determine likely impact of key factors at all stages of procurement process.
Reflect determined key factors in procurement decisions affecting the procurement.
Document factors affecting procurement decisions.
Select procurement methods based on jurisdictional, legislative and policy requirements and suitability for the procurement requirements.
Consider factors and risks in selecting procurement method.
Record justification for selected procurement method.
Exercise approvals for the selection of procurement methods and record.
Select contractual arrangements, based on jurisdictional and policy requirements and suitability for the procurement requirements.
Consider factors and risks in selecting contractual arrangements.
Record justification for selected contractual arrangements.
Exercise approvals for the selection of contractual arrangements and record.
Research and assess supplier capability as part of offer evaluation.
Research and apply supplier supply chain management considerations in the context of policy requirements when making procurement decisions.
Apply broader value for money considerations to support and inform decisions.
Form a tender evaluation panel or similar when required by policy or to meet probity requirements.
Provide advice, support and guidance on procurement processes and probity requirements to members of the tender evaluation panel.
Resolve any issues that arise during tender evaluation using negotiation and communication skills and procurement knowledge.
Document tender decision-making processes and decisions reached in a format suited to the procurement being undertaken.
Make written procurement recommendations to the approval delegate after considering advice of panel.
Maintain records, including plans and sub-plans, to provide an effective audit trail of decisions taken throughout the procurement process.
Maintain compliance with jurisdictional and organisational procurement reporting requirements.
Maintain records to provide aggregate procurement reporting requirements internal and external to the organisation.
Forms
Assessment Cover Sheet
PSPPCM013 - Make procurement decisions
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Assessment Record Sheet
PSPPCM013 - Make procurement decisions
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