Assessor Resource

SISXFAC506A
Manage stock supply and purchase

Assessment tool

Version 1.0
Issue Date: May 2024


This unit applies to those with leadership roles in the sport, fitness and recreation industry. Personnel would be responsible for managing the implementation of a broad range of facility requirements and have a high degree of autonomy. This may include those working as facility managers in locations such as fitness centres, outdoor sporting grounds or complexes, aquatic centres, community recreation venues or leisure centres.

This unit describes the performance outcomes, skills and knowledge required to establish and monitor stock control and stock-purchasing systems within a multi-use facility.

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

Prerequisites

Not applicable

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.

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

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

Evidence of the ability to:

work within organisation systems to develop, implement and document purchasing and stock-control systems, based on assessment of stock requirements

monitor use of stock to identify patterns of demand, respond to changes in demand to adjust stock supply, identify wastage and ways to minimise it, and document stocktaking processes and outcomes within required timeframes

select suppliers based on product specifications, monitor quality and performance, and take appropriate action as required

apply contingency-management techniques to deal with a range of order and supply issues that may affect the timely supply of required stock.

Context of and specific resources for assessment

Assessment must ensure:

management and control of stock and stock-purchasing systems within a sport, fitness and recreation facility or context.

Assessment must also ensure access to:

a work environment within a facility requiring stock supply and purchase

a real or simulated budget for purchase of stock

staff to implement the order and supply process

data on patterns of stock usage.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

observation of implementing and monitoring stock-control systems

oral and or written questioning to assess knowledge of purchase specifications

portfolio of records documenting stock reconciliation outcomes

third-party reports from a supervisor detailing work performance.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

SISXRES403A Use resources efficiently.

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.

Required skills

planning and organising skills to:

monitor and adjust stock requirements

develop, implement and monitor an order and supply process to meet organisation needs

problem-solving skills to:

develop and adjust stock-control systems to meet fluctuating demands

minimise wastage of stock

communication skills to:

convey information about stock-control systems and processes to appropriate staff

seek feedback regarding the quality of stock and performance of suppliers

numeracy skills to:

interpret and compare supplier quotes

work within organisation budgetary restraints to purchase and control stock supply

literacy skills to:

document stock-control processes

develop stock specifications

monitor and maintain records of stocktakes and audits.

Required knowledge

organisation policies and procedures to enable:

purchase and management of stock to be supported by procedures

outcomes to be reported

suppliers for specific products and services

purchase specifications to enable the purchase of quality stock

projected future needs to ensure changing trends and demands are catered for in planning and development

environmental standards and requirements to enable the application of waste minimisation methods

patterns of demand to enable the development of effective order and supply processes

data, such as yield tests and stocktaking figures, to calculate standard methods and measures to enable the development of accurate stock-control systems

methods to accurately assess current and future organisation and client needs to adapt order and supply processes

methods of yield testing

stock valuation methods to enable stock control and purchase measures to meet organisation financial objectives.

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, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Organisational policies and procedures may include:

stock acquisition

selection of suppliers

stock control

security

stock reconciliation and audit

record-keeping

expenditure

purchase specifications.

Situations may include:

peak times

new staff

advertising

special events.

Stock may include:

food and beverages

office supplies and stationery

equipment

cleaning agents and chemicals

maintenance supplies

general stores.

Required information may include:

specifications

quantity

frequency

supplier's quality assurance procedures.

Stock-control systems may include:

integrated point of sale systems

barcode scanners

RFID readers

wireless or mobile inventory control

imprest

ledgers

bin cards

stocktaking systems

stock-valuation systems

stock-reporting systems.

Relevant legislation may include:

Australian Taxation Office regulations

consumer protection

chemical handling.

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
Establish order quantities based on internal information and supplier advice according to organisation policies and procedures. 
Identify and cater for situations creating extra demand, according to supplier advice. 
Monitor current use of stock for wastage. 
Establish and implement an order and supply process to meet stock requirements. 
Source potential suppliers. 
Develop purchase specifications and obtain quotes from different suppliers as required. 
Assess suppliers against specifications, select best options and inform appropriate personnel. 
Obtain and verify required information and make purchases within budget allocations. 
Monitor performance of suppliers and amend sources of supply as required. 
Develop and document stock-control systems and communicate to appropriate personnel within organisation. 
Develop processes to monitor quality during supply and delivery. 
Investigate the use of items showing high wastage or loss and to minimise wastage. 
Monitor and adjust stock-control systems and order patterns, according to established patterns of demand. 
Evaluate the quality of stock based on feedback from colleagues and clients. 
Train staff to minimise stock wastage. 
Plan 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

SISXFAC506A - Manage stock supply and purchase
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

SISXFAC506A - Manage stock supply and purchase

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: