Assessor Resource

SISXFAC005
Manage stock supply and purchase

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the performance outcomes, skills and knowledge required to establish and implement stock control and cost-effective stock purchasing and supply systems for a multi-use sport, fitness or recreation facility.

This unit applies to those with leadership roles such as facility managers in locations such as fitness centres, outdoor sporting grounds or complexes, aquatic centres or community recreation centres. These individuals are responsible for managing the implementation of a broad range of facility requirements and have a high degree of autonomy. Work is performed according to relevant legislation and organisational policies and procedures.

No occupational licensing, certification or specific legislative requirements apply to this 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.

1. Determine stock requirements.

1.1 Use business data, forecasting methods and standard measures to calculate required stock levels.

1.2 Determine stock requirements for standard business periods, peak seasons and special events.

1.3 Establish cost-effective purchase quantities based on business information and supplier advice.

2. Establish optimum supply arrangements.

2.1 Evaluate quality of supply, based on feedback from colleagues and customers.

2.2 Source and review potential suppliers.

2.3 Develop appropriate and accurate purchase specifications.

2.4 Assess suppliers against specifications considering all relevant factors.

2.5 Assess terms of purchase and negotiate with suppliers to achieve optimum supply arrangements.

2.6 Adjust sources of supply and make accurate records of agreements.

3. Develop and implement stock control systems.

3.1 Develop stock control systems and communicate to relevant staff.

3.2 Develop special control systems for stock with high wastage or loss.

3.3 Monitor workplace systems and make adjustments according to feedback and operational experience.

3.4 Initiate training of staff to minimise stock wastage.

4. Manage stock reconciliation.

4.1 Plan and implement stock reconciliation process.

4.2 Monitor stock reconciliation procedures in consultation with an auditor as required.

4.3 Complete and maintain stock reconciliation records according to relevant legislation.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

establish and implement cost-effective stock purchasing and control systems for at least three of the following stock items:

food and beverages

office supplies and stationery

equipment

cleaning agents and chemicals

maintenance supplies

general stores

monitor stock control systems involving above stock items, stock quality and cost-effectiveness of supply

produce stock control reports and data required to calculate cost-effective purchasing of above items.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

specific industry sector:

forecasting methods for calculating required stock levels including formulas for yield testing and use of standard measures

methods to calculate cost-effective order quantities for different stock items

types of computer stock control systems used, their functions and features

stock security systems

types of storage and their suitability for different kinds of stock

supply sources for different types of product

formats for and inclusions of purchase specifications, including appropriate terminology

specific organisation:

relevant stock, product life and storage requirements for specific goods

standard business periods, peak seasons and special events

stock control systems

reasons for stock loss and damage and methods to control these

formats for, inclusions and uses of stock control procedures including those for stock with high wastage or loss

various stock control reports.

Skills must be demonstrated in:

a multi-use sport, fitness or recreation facility or context for which stock is purchased and stock control systems are developed. This can be a workplace or simulated facility.

Assessment must ensure access to:

computers, printers and stock control software systems

current commercial purchase specifications, stock control procedures and reports, supplier cost and contractual documentation used for the purchase of stock

suppliers with whom the individual can interact and negotiate; these can be can be:

suppliers in an industry workplace who are assisted by the individual during the assessment process or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment operated within a training organisation.

Assessors must satisfy the Standards for Registered Training Organisations’ 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.

1. Determine stock requirements.

1.1 Use business data, forecasting methods and standard measures to calculate required stock levels.

1.2 Determine stock requirements for standard business periods, peak seasons and special events.

1.3 Establish cost-effective purchase quantities based on business information and supplier advice.

2. Establish optimum supply arrangements.

2.1 Evaluate quality of supply, based on feedback from colleagues and customers.

2.2 Source and review potential suppliers.

2.3 Develop appropriate and accurate purchase specifications.

2.4 Assess suppliers against specifications considering all relevant factors.

2.5 Assess terms of purchase and negotiate with suppliers to achieve optimum supply arrangements.

2.6 Adjust sources of supply and make accurate records of agreements.

3. Develop and implement stock control systems.

3.1 Develop stock control systems and communicate to relevant staff.

3.2 Develop special control systems for stock with high wastage or loss.

3.3 Monitor workplace systems and make adjustments according to feedback and operational experience.

3.4 Initiate training of staff to minimise stock wastage.

4. Manage stock reconciliation.

4.1 Plan and implement stock reconciliation process.

4.2 Monitor stock reconciliation procedures in consultation with an auditor as required.

4.3 Complete and maintain stock reconciliation records according to relevant legislation.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

establish and implement cost-effective stock purchasing and control systems for at least three of the following stock items:

food and beverages

office supplies and stationery

equipment

cleaning agents and chemicals

maintenance supplies

general stores

monitor stock control systems involving above stock items, stock quality and cost-effectiveness of supply

produce stock control reports and data required to calculate cost-effective purchasing of above items.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

specific industry sector:

forecasting methods for calculating required stock levels including formulas for yield testing and use of standard measures

methods to calculate cost-effective order quantities for different stock items

types of computer stock control systems used, their functions and features

stock security systems

types of storage and their suitability for different kinds of stock

supply sources for different types of product

formats for and inclusions of purchase specifications, including appropriate terminology

specific organisation:

relevant stock, product life and storage requirements for specific goods

standard business periods, peak seasons and special events

stock control systems

reasons for stock loss and damage and methods to control these

formats for, inclusions and uses of stock control procedures including those for stock with high wastage or loss

various stock control reports.

Skills must be demonstrated in:

a multi-use sport, fitness or recreation facility or context for which stock is purchased and stock control systems are developed. This can be a workplace or simulated facility.

Assessment must ensure access to:

computers, printers and stock control software systems

current commercial purchase specifications, stock control procedures and reports, supplier cost and contractual documentation used for the purchase of stock

suppliers with whom the individual can interact and negotiate; these can be can be:

suppliers in an industry workplace who are assisted by the individual during the assessment process or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment operated within a training organisation.

Assessors must satisfy the Standards for Registered Training Organisations’ 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
Use business data, forecasting methods and standard measures to calculate required stock levels. 
Determine stock requirements for standard business periods, peak seasons and special events. 
Establish cost-effective purchase quantities based on business information and supplier advice. 
Evaluate quality of supply, based on feedback from colleagues and customers. 
Source and review potential suppliers. 
Develop appropriate and accurate purchase specifications. 
Assess suppliers against specifications considering all relevant factors. 
Assess terms of purchase and negotiate with suppliers to achieve optimum supply arrangements. 
Adjust sources of supply and make accurate records of agreements. 
Develop stock control systems and communicate to relevant staff. 
Develop special control systems for stock with high wastage or loss. 
Monitor workplace systems and make adjustments according to feedback and operational experience. 
Initiate training of staff to minimise stock wastage. 
Plan and implement stock reconciliation process. 
Monitor stock reconciliation procedures in consultation with an auditor as required. 
Complete and maintain stock reconciliation records according to relevant legislation. 
Use business data, forecasting methods and standard measures to calculate required stock levels. 
Determine stock requirements for standard business periods, peak seasons and special events. 
Establish cost-effective purchase quantities based on business information and supplier advice. 
Evaluate quality of supply, based on feedback from colleagues and customers. 
Source and review potential suppliers. 
Develop appropriate and accurate purchase specifications. 
Assess suppliers against specifications considering all relevant factors. 
Assess terms of purchase and negotiate with suppliers to achieve optimum supply arrangements. 
Adjust sources of supply and make accurate records of agreements. 
Develop stock control systems and communicate to relevant staff. 
Develop special control systems for stock with high wastage or loss. 
Monitor workplace systems and make adjustments according to feedback and operational experience. 
Initiate training of staff to minimise stock wastage. 
Plan and implement stock reconciliation process. 
Monitor stock reconciliation procedures in consultation with an auditor as required. 
Complete and maintain stock reconciliation records according to relevant legislation. 

Forms

Assessment Cover Sheet

SISXFAC005 - Manage stock supply and purchase
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Assessment Record Sheet

SISXFAC005 - Manage stock supply and purchase

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