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Elements and Performance Criteria

  1. Assist with contract and procurement planning
  2. Contribute to contractor selection process
  3. Conduct contracting and procurement activities
  4. Conduct finalisation activities

Required Skills

Required skills

organisational skills to participate in contract and procurement management

literacy skills to read and interpret contracts and procurement documentation

interpersonal skills to communicate effectively with contractors and suppliers about contract performance and obligations

Required knowledge

contract and procurement management framework as applied to project management

project procurement and contract management tools and techniques

broad legal contractual obligations of each party

Evidence Required

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 following is essential

application of procurement and contract management techniques in relation to multiple complex projects

knowledge of the place and role of procurement in the project life cycle

Context of and specific resources for assessment

Assessment must ensure

access to examples of project contract and procurement documentation

access to records of project team participation in procurement tasks and activities

Method of assessment

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

direct questioning combined with review of portfolios of evidence and third party workplace reports of onthejob performance by the candidate

analysis of responses addressing different case studies and scenarios which present issues and problems in procurement

oral or written questioning to assess knowledge of strategies for project procurement and contracting and their application to different situations

review of procurement and contract management plans and other documentation associated with procurement processes

evaluation of information gathered on potential suppliers

assessment of recommendations made to assist in selecting preferred contractors

assessment of reports produced about contracting and procurement management issues

Guidance information for assessment

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

other units from the Certificate IV in Project Management


Range Statement

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.

Delegated authority means:

subject to frequent change in a multi-disciplinary environment

under limited guidance and supervision

within agreed authorisation and limits

within established organisational framework, procedures and routines

Procurement activities may include:

conducting transfer and disposal actions

confirming details and obtaining additional information about quotes etc.

formally receipting goods and services or providing formal notice of delivery of goods and services

identifying occupational health and safety (OHS) issues

liaising with client, contractors, sub-contractors and other stakeholders

maintaining registers and lists

obtaining approvals from higher project authorities

obtaining quotes from potential suppliers, providing quotes to potential clients or collaborating agencies and alliances

planning, specifying and/or conducting test and acceptance procedures

audit of environmentally sustainable supply practices

processing payment documentation

Reviews may include evaluations of:

agreed major milestones, for example phases and sub-contracts

changes of key personnel

delivery of major deliverables

finalisation of project and other agreed milestones

Records may include:

assets and disposal actions

lists of suppliers

procurement logs, registers

procurement reports

records of contract planning, formation, negotiation or administration

quotes, invoices and receipts

test and acceptance results

Others may include:

higher project authorities

project manager

project specialists or personnel

team members