- TLIR207C - Source goods/services and evaluate contractors
Assessor Resource
TLIR207C
Source goods/services and evaluate contractors
Assessment tool
Version 1.0
Issue Date: April 2024
Work is performed under general guidance on progress and outcomes of work. It involves discretion and judgement for self and others in planning and using resources, services and processes to achieve required outcomes within organisational policy and procedures. This includes the application of established workplace procedures to source goods and to evaluate potential contractors.
A range of opportunities may be used to develop the work area and to support the development of work systems and innovative strategies to deal with contingencies and to encourage the achievement of the organisations goals and key performance objectives by the work area and the individuals and teams within it.
The unit generally applies to those with responsibility for resource coordination and allocation and who provide leadership of others individually or in teams.
This unit involves the skills and knowledge required to source goods/materials/services and evaluate contractors including analysing supply requirements, and evaluating and selecting appropriate potential contractor(s).
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
The required outcomes described in this unit of competency contain applicable facets of Employability Skills. The Employability Skills Summary of the qualification in which this competency is packaged will assist in identifying employability skill requirements.
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 knowledge and skills, the range statement and the assessment guidelines for this Training Package. | |
Critical aspects for assessment and evidence required to demonstrate competency in this unit | The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying: the underpinning knowledge and skills relevant legislation and workplace procedures other relevant aspects of the range statement |
Context of and specific resources for assessment | Performance is demonstrated consistently over a period of time and in a suitable range of contexts Resources for assessment include: a range of relevant exercises, case studies and other simulated practical and knowledge assessment, and/or access to an appropriate range of relevant operational situations in the workplace In both real and simulated environments, access is required to: relevant and appropriate materials and/or equipment, and/or applicable documentation including workplace procedures, regulations, codes of practice and operation manuals |
Method of assessment | Assessment of this unit must be undertaken by a registered training organisation As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests Practical assessment must occur: through appropriately simulated activities at the registered training organisation, and/or in an appropriate range of situations in the workplace |
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 KNOWLEDGE AND SKILLS |
This describes the essential knowledge and skills and their level required for this unit. |
Required knowledge: |
Relevant regulatory and code requirements |
Relevant OH&S responsibilities and procedures |
Workplace policies, procedures and protocols for the sourcing and supply of goods/services, and the evaluation of potential supply contractors |
Workplace grievance and disputation handling policies and procedures |
Workplace business policies and plans as they relate to supply contracts, including procedures for maintenance of confidentiality |
Focus of operation of recording, reporting and statistical analysis systems and resources |
Resource availability including the processing capacity of equipment and software systems for statistical analysis of data |
Typical problems that can occur when sourcing goods and services and evaluating contractors, and related appropriate action that can be taken |
Required skills: |
Communicate and negotiate effectively with others when sourcing goods and services and evaluating contractors |
Read and interpret instructions, procedures and information and signs relevant to the sourcing of goods and services and the evaluation of contractors |
Interpret and follow operational instructions and prioritise work |
Complete documentation related to the sourcing of goods and services and the evaluation of contractors |
Operate electronic communication equipment to required protocol |
Work collaboratively with others when sourcing goods and services and evaluating contractors |
Adapt appropriately to cultural differences in the workplace, including modes of behaviour and interactions with others |
Promptly report and/or rectify any identified problems that may arise when sourcing goods and services and evaluating contractors in accordance with regulatory requirements and workplace procedures |
Monitor work activities in terms of planned schedule |
Modify activities depending on differing operational contingencies, risk situations and environments |
Work systematically with required attention to detail without injury to self or others, or damage to goods or equipment |
Select and appropriately apply technology, information systems and procedures to workplace tasks |
Adapt to differences in equipment in accordance with standard operating procedures |
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. | |
The workplace environment may involve twenty-four hour operation and may include: | single and multi-site location large, medium or small companies |
Services, products, risks, work systems and requirements may: | potentially vary across different sections of the workplace |
Operations require: | customer and supplier contact and coordination |
Contractors may be: | for one-off or repeat supplies/contract services |
Document/data interchange may be: | electronic paper-based |
Selection processes include: | procedures for maintenance of confidentiality and integrity |
Personnel in work area may include | other employees and supervisors customers and suppliers external authorities and agencies management and union representatives industrial relations, occupational health and safety specialists other professional or technical staff, contractors and maintenance personnel |
Depending on the type of organisation concerned and the local terminology used, workplace procedures may include: | company procedures enterprise procedures organisational procedures established procedures |
Information/documentation may include: | quality and work specifications and procedures specifications for required products or services manufacturers specifications and/or suppliers handling and storage advice workplace procedures, policies and instructions OH&S regulations and procedures supplier and/or client instructions materials safety data sheets relevant agreements, codes of practice including the national standards for manual handling and the industry safety code legislation, regulations and related documentation, including regulations related to hazardous substances, dangerous goods and environment protection reports of accidents and incidents within regulatory requirements and enterprise procedures workplace guidelines on appropriate workplace language and communication strategies and interpretation of relevant information quality assurance procedures |
Applicable regulations and legislation may include: | relevant regulations, standards and codes of practice relevant Australian and state/territory OH&S legislation equal employment legislation and related policies environmental protection regulations hazardous substances and dangerous goods codes relevant Australian standards and certification requirements licence, patent or copyright arrangements |
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 |
|---|---|---|---|
| Purpose and specifications of required goods/services are identified | |||
| Criteria to evaluate potential or existing contractor performance is established | |||
| Quantities of required goods/services are determined | |||
| Frequency of ordering/requesting of goods/services is identified | |||
| Contractors of requested goods/materials/services are identified | |||
| Comparative costings for goods/materials/services are obtained | |||
| Contractors' ability to provide a consistent level of performance on repeat jobs is assessed | |||
| Contractors are evaluated in relation to established criteria and in accordance with workplace and regulatory procedures | |||
| A prioritised contractor shortlist is established based on the capacity of contractors to provide a cost competitive quality service | |||
| The outcomes of the contractor selection process are documented including recommendations for actioning agreements/contracts with selected contractors | |||
| Information and data generated during the selection process is filed and maintained in accordance with workplace procedures |
Forms
Assessment Cover Sheet
TLIR207C - Source goods/services and evaluate contractors
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
TLIR207C - Source goods/services and evaluate contractors
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: