Assessor Resource

TLIR5006
Develop, implement and review purchasing strategies

Assessment tool

Version 1.0
Issue Date: April 2024


This unit involves the skills and knowledge required to develop, implement and review an organisation’s purchasing strategies in various contexts within the transport and logistics industry.

It includes determining, developing, implementing and evaluating purchasing objectives and strategies, and implementing improvements.

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

Determine purchasing objectives

1.1

Industry benchmarks for purchasing are researched and analysed for organisational suitability

1.2

Organisation’s purchasing data and information are analysed

1.3

Consultations are undertaken with relevant stakeholders and personnel to inform development of purchasing objectives

1.4

Purchasing objectives are drafted in line with organisational goals

1.5

Approval is gained from relevant personnel for purchasing objectives

2

Develop purchasing strategies

2.1

Purchasing strategies are developed, taking into account legal requirements and purchasing objectives

2.2

Five Rights are included in purchasing criteria

2.3

Human resources, financial and other plans are developed to support the implementation of purchasing strategies

2.4

Approval is gained to implement plans and purchasing strategies

2.5

Changes resulting from approval processes are made to plans and strategies, as required

3

Implement purchasing strategies

3.1

Purchasing strategies are communicated to relevant personnel and stakeholders

3.2

Resources needed to implement purchasing strategies are identified and accessed

3.3

Support is provided to implement purchasing strategies

3.4

Implementation of purchasing strategies by the organisation is monitored

3.5

Problems and issues arising during implementation are identified and addressed

3.6

Reports are provided to relevant personnel and stakeholders on implementation of purchasing strategies

4

Evaluate purchasing strategies and implement improvements

4.1

Implementation of purchasing strategies is reviewed

4.2

Improvements to purchasing strategies are identified from review process

4.3

Approval is gained to implement improvements to purchasing strategies

4.4

Improvements are communicated to relevant stakeholders and support is provided to implement improvements

4.5

Implementation of improvements is monitored and reviewed to determine effectiveness of improvements

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 relevant legislation and workplace procedures

communicating effectively with others when developing, implementing and reviewing purchasing strategies, including consulting and negotiating with stakeholders, writing policies and procedures, and supporting staff to implement strategies

developing human resources, financial and other plans when developing, implementing and reviewing purchasing strategies

identifying and addressing problems relating to developing, implementing and reviewing purchasing strategies

monitoring, reviewing and evaluating purchasing strategies

planning and prioritising work activities, and researching and analysing data

preparing reports appropriate to developing, implementing and reviewing purchasing strategies

reading and interpreting instructions, procedures and information relevant to work activities.

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:

concept of the ‘Five Rights’:

right price

right quality

right quantity

right supplier

right time

information about industry benchmarks for purchasing, including information from peak bodies, industry associations and Australian standards

organisational policies and procedures related to purchasing; contracting and tendering; business terms and conditions for purchasing, tendering and contracting; and ethical behaviour

product knowledge related to goods and services required by the organisation

relevant legislation, codes of practice, national and international standards, such as Trade Practices Act, contract law, sale of goods legislation, and legislation related to the import of goods and services.

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 other simulations

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

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


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 purchasing objectives

1.1

Industry benchmarks for purchasing are researched and analysed for organisational suitability

1.2

Organisation’s purchasing data and information are analysed

1.3

Consultations are undertaken with relevant stakeholders and personnel to inform development of purchasing objectives

1.4

Purchasing objectives are drafted in line with organisational goals

1.5

Approval is gained from relevant personnel for purchasing objectives

2

Develop purchasing strategies

2.1

Purchasing strategies are developed, taking into account legal requirements and purchasing objectives

2.2

Five Rights are included in purchasing criteria

2.3

Human resources, financial and other plans are developed to support the implementation of purchasing strategies

2.4

Approval is gained to implement plans and purchasing strategies

2.5

Changes resulting from approval processes are made to plans and strategies, as required

3

Implement purchasing strategies

3.1

Purchasing strategies are communicated to relevant personnel and stakeholders

3.2

Resources needed to implement purchasing strategies are identified and accessed

3.3

Support is provided to implement purchasing strategies

3.4

Implementation of purchasing strategies by the organisation is monitored

3.5

Problems and issues arising during implementation are identified and addressed

3.6

Reports are provided to relevant personnel and stakeholders on implementation of purchasing strategies

4

Evaluate purchasing strategies and implement improvements

4.1

Implementation of purchasing strategies is reviewed

4.2

Improvements to purchasing strategies are identified from review process

4.3

Approval is gained to implement improvements to purchasing strategies

4.4

Improvements are communicated to relevant stakeholders and support is provided to implement improvements

4.5

Implementation of improvements is monitored and reviewed to determine effectiveness of improvements

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 relevant legislation and workplace procedures

communicating effectively with others when developing, implementing and reviewing purchasing strategies, including consulting and negotiating with stakeholders, writing policies and procedures, and supporting staff to implement strategies

developing human resources, financial and other plans when developing, implementing and reviewing purchasing strategies

identifying and addressing problems relating to developing, implementing and reviewing purchasing strategies

monitoring, reviewing and evaluating purchasing strategies

planning and prioritising work activities, and researching and analysing data

preparing reports appropriate to developing, implementing and reviewing purchasing strategies

reading and interpreting instructions, procedures and information relevant to work activities.

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:

concept of the ‘Five Rights’:

right price

right quality

right quantity

right supplier

right time

information about industry benchmarks for purchasing, including information from peak bodies, industry associations and Australian standards

organisational policies and procedures related to purchasing; contracting and tendering; business terms and conditions for purchasing, tendering and contracting; and ethical behaviour

product knowledge related to goods and services required by the organisation

relevant legislation, codes of practice, national and international standards, such as Trade Practices Act, contract law, sale of goods legislation, and legislation related to the import of goods and services.

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 other simulations

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

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

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
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Forms

Assessment Cover Sheet

TLIR5006 - Develop, implement and review purchasing strategies
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Assessment Record Sheet

TLIR5006 - Develop, implement and review purchasing strategies

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