Assessor Resource

PUAMAN004B
Manage procurement

Assessment tool

Version 1.0
Issue Date: May 2024


This unit applies to workers who have a specific role relating to tenders and contracts within a public safety organisation, particularly responsibility for ensuring that the organisation’s legal and risk management process is applied.

This unit covers the competency to call for tenders and manage the awarding of contracts.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Prerequisites

PUAMAN002B Administer work group resources (Fire sector specific)

Employability Skills

This unit contains employability skills.



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.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Demonstration of knowledge and skills required to award, manage and evaluate a contractor's performance and attend to any variations and difficulties which arise during the course of the contract.

Consistency in performance

Evidence should be gathered over a period of time in a range of actual or simulated contract management environments.

Context of and specific resources for assessment

Context of assessment

Evidence should be gathered over a period of time in a range of actual or simulated contract management environments.

Specific resources for assessment

Evidence of competent performance by observing an individual in a contract management role within the workplace or simulated environment. Knowledge may be assessed through written assignments, project reports, debriefings and action learning projects.

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.

This describes the essential skills and knowledge and their level, required for this unit.

Required Skills

establish effective feedback and monitoring systems

implement risk management plans

monitor and review contract performance

plan effectively and solve problems

supply information relevant to contract performance

Required Knowledge

assessment of tenders

award of contracts

basics of contract law

contract administration

contract requirements

negotiation processes

organisational procedures and guidelines for the calling of tenders

principles of quality assurance

risk management principles

sources of legal advice

terms and conditions

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 in the Performance Criteria is detailed below.

Forms of tenders may include:

public

selective

Evaluation criteria may include:

project objectives

technical specifications

risk

user requirements

timing resources – staff

supplies

budget

environmental policies

Selection of contractors may be based on:

assessment against evaluation criteria

expertise of contractor

resources allocated to project

contractor’s proven performance record

contractor’s reputation for quality

contractor’s background knowledge of the project

contractor’s understanding of organisational requirements

availability of contractor

estimated cost

Performance of contractors may be evaluated on:

progress towards milestones and objectives

adherence to proposed timelines

adherence to estimated costs

access to resources

staff

supplies

materials

goods

advice

implementation of recommendations

technical specifications

quality assurance

environmental policies

Outstanding requirements may include:

insurance (public liability

professional indemnity

WorkCover

personal accident)

evidence of covers

security deposits/bank guarantees

warranties of equipment performance

Monitoring of contractor performance may include:

site visits

inspections

project management meetings

progress meetings

reports validation of quality systems

partial or full audits

Organisational policy and procedures may vary between sectors and organisations and may include:

legislation relevant to procurement

legislation relevant to the organisation

operational corporate and strategic plans

operational performance standards

organisational personnel practices and guidelines

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
Preparation of documentation is managed. 
Conditions of tendering the contract and specifications meet organisation/government policies and guidelines. 
Tendering process conforms with tender/supply code. 
An appropriately experienced officer is identified to handle all inquiries during the tender process and all tenderers are advised of clarifications. 
The form of tender, public or selective is determined. 
Expressions of interest are sought. 
Expressions of interest are evaluated and potential tenderers short listed. 
Documents are received and opened in accordance with organisational policies and procedures. 
Tenders are checked for compliance with conditions set out in request for offers. 
Details of tenders are compared with established evaluation criteria. 
Checks are made to ensure that principles of probity, fairness and commercial confidentiality are met throughout the tender process. 
Issues which may require negotiation are identified. 
Selection is based on evaluation criteria and relevant factors affecting the tender. 
Selection is ethically sound and does not breach probity principles. 
All actual or potential conflicts of interests are disclosed. 
Where possible the contractor is selected from a registered panel of contractors who are proven to have the relevant expertise and capacity. 
Contractor's price and conditions are examined in order to determine that the offer is clear, calculable and not open to manipulation. 
A cost-benefit analysis shows that the selected contractor offers best value for money. 
Letter of acceptance outlines all relevant requirements for signing of documentation and satisfaction of pre-commencement conditions. 
Discrepancies and disagreements about proposed supply arrangements are clarified and resolved prior to entering into the agreement. 
Contract is properly executed by the successful proponent and is in accordance with legal requirements. 
Unsuccessful tenderers are briefed if appropriate. 
Contract conditions are read and understood by all personnel involved in contract administration. 
Contract documents are prepared, approved and distributed. 
Fulfilment of any outstanding requirements is checked and rectified if necessary. 
Contract conditions and responsibilities are reviewed with relevant personnel to ensure satisfactory completion of contract. 
Contract completion is authorised in writing to confirm completed services have been undertaken according to contract objectives and specifications. 
Contractor performance/level of service is evaluated against agreed benchmark. 

Forms

Assessment Cover Sheet

PUAMAN004B - Manage 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

PUAMAN004B - Manage 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: