Assessor Resource

TLIR4010
Plan purchasing

Assessment tool

Version 1.0
Issue Date: April 2024


This unit involves the skills and knowledge required to plan purchasing in various contexts in the transport and logistics industry.

It includes preparing invitations to offer, identifying suppliers, issuing invitations to offer and preparing purchase recommendations.

The unit generally applies to those who lead individuals or teams.

No licensing, legislative or certification 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

Prepare invitations to offer

1.1

Specifications for goods and services to be purchased are obtained from relevant personnel and are clarified as required

1.2

Purchasing methods most appropriate to particular purchases are selected

1.3

Invitations to offer are prepared

1.4

Approval of invitations to offer is obtained

2

Identify suppliers

2.1

Organisational records are reviewed for potential suppliers

2.2

Sources of supply are identified

2.3

Invitations are made to suppliers

2.4

Sources of supply are evaluated against purchasing strategy requirements

3

Issue invitations to offer

3.1

Invitations to offer are distributed

3.2

Briefings are conducted as required

3.3

Clarification of issues arising is made with suppliers in accordance with purchasing strategies

4

Prepare recommendations to purchase

4.1

Offer documents are received from suppliers

4.2

Offer documents are assessed against purchasing strategy requirements

4.3

Further information is sought from suppliers as required

4.4

Specialist expertise is obtained to assist with evaluation as required

4.5

Offers are evaluated against purchasing strategy requirements

4.6

Shortlists of suppliers who have made offers and who meet purchasing criteria are prepared

4.7

Preferred offers are selected

4.8

Recommendations about preferred offers are made for approval by relevant personnel

4.9

Approval is obtained for recommended offers

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

applying and using software appropriately

applying precautions and required action to minimise, control or eliminate identified hazards

applying relevant legislation and workplace procedures

communicating effectively with others

completing relevant documentation

implementing contingency plans

modifying activities depending on operational contingencies, risk situations and environments

monitoring and prioritising work activities in terms of planned schedule

operating electronic communications equipment to required protocol

reading, interpreting and following relevant instructions, procedures and signs

working collaboratively with others

working systematically with required attention to detail.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

organisational purchasing strategy

procedures for operating electronic communications equipment

product knowledge about the goods and services being supplied

relevant legislation, codes of practice and national standards related to procurement, for example Trade Practices Act, contract law, sale of goods legislation, consumer protection legislation and legislation related to the import of goods and services, where relevant

requirements for completing relevant documentation

steps involved in planning work activities.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Resources for assessment include:

a range of relevant exercises, case studies and/or simulations

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

relevant materials, tools, equipment and personal protective equipment currently used in industry.

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

Prepare invitations to offer

1.1

Specifications for goods and services to be purchased are obtained from relevant personnel and are clarified as required

1.2

Purchasing methods most appropriate to particular purchases are selected

1.3

Invitations to offer are prepared

1.4

Approval of invitations to offer is obtained

2

Identify suppliers

2.1

Organisational records are reviewed for potential suppliers

2.2

Sources of supply are identified

2.3

Invitations are made to suppliers

2.4

Sources of supply are evaluated against purchasing strategy requirements

3

Issue invitations to offer

3.1

Invitations to offer are distributed

3.2

Briefings are conducted as required

3.3

Clarification of issues arising is made with suppliers in accordance with purchasing strategies

4

Prepare recommendations to purchase

4.1

Offer documents are received from suppliers

4.2

Offer documents are assessed against purchasing strategy requirements

4.3

Further information is sought from suppliers as required

4.4

Specialist expertise is obtained to assist with evaluation as required

4.5

Offers are evaluated against purchasing strategy requirements

4.6

Shortlists of suppliers who have made offers and who meet purchasing criteria are prepared

4.7

Preferred offers are selected

4.8

Recommendations about preferred offers are made for approval by relevant personnel

4.9

Approval is obtained for recommended offers

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions can be found in the Companion Volume Implementation Guide.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

applying and using software appropriately

applying precautions and required action to minimise, control or eliminate identified hazards

applying relevant legislation and workplace procedures

communicating effectively with others

completing relevant documentation

implementing contingency plans

modifying activities depending on operational contingencies, risk situations and environments

monitoring and prioritising work activities in terms of planned schedule

operating electronic communications equipment to required protocol

reading, interpreting and following relevant instructions, procedures and signs

working collaboratively with others

working systematically with required attention to detail.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

organisational purchasing strategy

procedures for operating electronic communications equipment

product knowledge about the goods and services being supplied

relevant legislation, codes of practice and national standards related to procurement, for example Trade Practices Act, contract law, sale of goods legislation, consumer protection legislation and legislation related to the import of goods and services, where relevant

requirements for completing relevant documentation

steps involved in planning work activities.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Resources for assessment include:

a range of relevant exercises, case studies and/or simulations

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

relevant materials, tools, equipment and personal protective equipment currently used in industry.

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
Specifications for goods and services to be purchased are obtained from relevant personnel and are clarified as required 
Purchasing methods most appropriate to particular purchases are selected 
Invitations to offer are prepared 
Approval of invitations to offer is obtained 
Organisational records are reviewed for potential suppliers 
Sources of supply are identified 
Invitations are made to suppliers 
Sources of supply are evaluated against purchasing strategy requirements 
Invitations to offer are distributed 
Briefings are conducted as required 
Clarification of issues arising is made with suppliers in accordance with purchasing strategies 
Offer documents are received from suppliers 
Offer documents are assessed against purchasing strategy requirements 
Further information is sought from suppliers as required 
Specialist expertise is obtained to assist with evaluation as required 
Offers are evaluated against purchasing strategy requirements 
Shortlists of suppliers who have made offers and who meet purchasing criteria are prepared 
Preferred offers are selected 
Recommendations about preferred offers are made for approval by relevant personnel 
Approval is obtained for recommended offers 

Forms

Assessment Cover Sheet

TLIR4010 - Plan purchasing
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

TLIR4010 - Plan purchasing

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: