Assessor Resource

PSPPCM020
Plan for strategic procurement

Assessment tool

Version 1.0
Issue Date: March 2024


This unit describes the skills required to plan for highly complex, innovative, sophisticated and often long-term strategic procurement within established guidelines, policies and procedures. This may involve high-level capability development for government.

Strategic procurement is high risk, often involving political elements. This includes conducting a procurement business analysis, defining procurement requirements, and justifying procurement expenditure.

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 independently seeking advice as required, performing complex tasks in a range of 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. Conduct procurement business analysis

1.1 Analyse organisation’s corporate procurement plan, procurement-related expenditure, associated levels of risk and supply markets.

1.2 Prepare a procurement profile that identifies past and projected procurement expenditure and associated levels of risk.

1.3 Undertake supply positioning and categorise goods and services by their relative expenditure and difficulty of securing supply to assist in the development of procurement objectives.

1.4 Use supplier preferences to identify how suppliers view the organisation as a client.

1.5 Identify and document other factors likely to affect strategic procurement according to organisational requirements.

1.6 Practice due diligence to investigate existing relationships with suppliers, notably coordinated procurement contracts (CPCs) or coordinated procurement opportunities.

2. Define procurement requirements

2.1 Determine procurement requirements through consultation and negotiation with stakeholders and experts and define to reflect organisational needs.

2.2 Identify and incorporate accountability measures into procurement plans.

2.3 Obtain appropriations to fund strategic procurement.

2.4 Obtain approvals to address procurement requirements.

3. Justify procurement expenditure

3.1 Develop business case with stakeholders to determine viability of proposed procurement expenditure.

3.2 Establish reasons for procurement requirement, timeframes and expected whole-of-life costs and benefits in the business case.

3.3 Develop output specification with stakeholders to assist in achieving procurement outcomes.

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.

reading and writing complex documents

applying understanding of supplier issues and supply chain management in the context of strategic procurement

identifying and assessing strategic procurement options and alternatives

undertaking research and business analysis

managing financial and other resources

exercising best practice in strategic procurement and procurement legislation.

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 strategic procurement

organisational procurement policies, practices and approval processes

aspects of law of contract, trade practices law, and commercial law relating to strategic procurement

probity principles and issues

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

cultural issues relating to strategic procurement and industry development in certain industry sectors

relationship management at all personnel levels

environmental, sustainability and corporate social responsibility principles relevant to strategic procurement

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. Conduct procurement business analysis

1.1 Analyse organisation’s corporate procurement plan, procurement-related expenditure, associated levels of risk and supply markets.

1.2 Prepare a procurement profile that identifies past and projected procurement expenditure and associated levels of risk.

1.3 Undertake supply positioning and categorise goods and services by their relative expenditure and difficulty of securing supply to assist in the development of procurement objectives.

1.4 Use supplier preferences to identify how suppliers view the organisation as a client.

1.5 Identify and document other factors likely to affect strategic procurement according to organisational requirements.

1.6 Practice due diligence to investigate existing relationships with suppliers, notably coordinated procurement contracts (CPCs) or coordinated procurement opportunities.

2. Define procurement requirements

2.1 Determine procurement requirements through consultation and negotiation with stakeholders and experts and define to reflect organisational needs.

2.2 Identify and incorporate accountability measures into procurement plans.

2.3 Obtain appropriations to fund strategic procurement.

2.4 Obtain approvals to address procurement requirements.

3. Justify procurement expenditure

3.1 Develop business case with stakeholders to determine viability of proposed procurement expenditure.

3.2 Establish reasons for procurement requirement, timeframes and expected whole-of-life costs and benefits in the business case.

3.3 Develop output specification with stakeholders to assist in achieving procurement outcomes.

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.

reading and writing complex documents

applying understanding of supplier issues and supply chain management in the context of strategic procurement

identifying and assessing strategic procurement options and alternatives

undertaking research and business analysis

managing financial and other resources

exercising best practice in strategic procurement and procurement legislation.

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 strategic procurement

organisational procurement policies, practices and approval processes

aspects of law of contract, trade practices law, and commercial law relating to strategic procurement

probity principles and issues

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

cultural issues relating to strategic procurement and industry development in certain industry sectors

relationship management at all personnel levels

environmental, sustainability and corporate social responsibility principles relevant to strategic procurement

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
Analyse organisation’s corporate procurement plan, procurement-related expenditure, associated levels of risk and supply markets. 
Prepare a procurement profile that identifies past and projected procurement expenditure and associated levels of risk. 
Undertake supply positioning and categorise goods and services by their relative expenditure and difficulty of securing supply to assist in the development of procurement objectives. 
Use supplier preferences to identify how suppliers view the organisation as a client. 
Identify and document other factors likely to affect strategic procurement according to organisational requirements. 
Practice due diligence to investigate existing relationships with suppliers, notably coordinated procurement contracts (CPCs) or coordinated procurement opportunities. 
Determine procurement requirements through consultation and negotiation with stakeholders and experts and define to reflect organisational needs. 
Identify and incorporate accountability measures into procurement plans. 
Obtain appropriations to fund strategic procurement. 
Obtain approvals to address procurement requirements. 
Develop business case with stakeholders to determine viability of proposed procurement expenditure. 
Establish reasons for procurement requirement, timeframes and expected whole-of-life costs and benefits in the business case. 
Develop output specification with stakeholders to assist in achieving procurement outcomes. 
Analyse organisation’s corporate procurement plan, procurement-related expenditure, associated levels of risk and supply markets. 
Prepare a procurement profile that identifies past and projected procurement expenditure and associated levels of risk. 
Undertake supply positioning and categorise goods and services by their relative expenditure and difficulty of securing supply to assist in the development of procurement objectives. 
Use supplier preferences to identify how suppliers view the organisation as a client. 
Identify and document other factors likely to affect strategic procurement according to organisational requirements. 
Practice due diligence to investigate existing relationships with suppliers, notably coordinated procurement contracts (CPCs) or coordinated procurement opportunities. 
Determine procurement requirements through consultation and negotiation with stakeholders and experts and define to reflect organisational needs. 
Identify and incorporate accountability measures into procurement plans. 
Obtain appropriations to fund strategic procurement. 
Obtain approvals to address procurement requirements. 
Develop business case with stakeholders to determine viability of proposed procurement expenditure. 
Establish reasons for procurement requirement, timeframes and expected whole-of-life costs and benefits in the business case. 
Develop output specification with stakeholders to assist in achieving procurement outcomes. 

Forms

Assessment Cover Sheet

PSPPCM020 - Plan for strategic 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

PSPPCM020 - Plan for strategic 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: