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Elements and Performance Criteria

  1. Plan for procurement of goods or services.
  2. Undertake procurement.
  3. Manage contractors.
  4. Complete contractual arrangements.

Required Skills

Required skills

communication skills to

write procurement specifications in unambiguous terms

consult and negotiate with providers

write read andor sign contractual agreements that may include complexity of language and style using templates where appropriate

engage in ongoing communication with contractors that may involve explaining or clarifying written and oral information notetaking at meetings active listening and checking for understanding

provide feedback

teamwork skills to

work independently or under direction as appropriate to the situation

model team leadership approaches if appropriate

respond to diversity

refer issues to the correct person

problemsolving skills to

evaluate procurement options and select the most suitable option

assess goods or services provided against specifications

initiative and enterprise skills to apply OHS environmental sustainability and corporate social responsibility practices in the context of government procurement activities

planning and organising skills to

manage contractor performance against contract requirements

make payments and manage financial arrangements

learning skills to keep uptodate with relevant procurement legislation policies and procedures

technology skills to

operate organisational IT systems

use electronic procurement templates

Required knowledge

commonwealth state or territory and local government legislation policies practices and guidelines

relating to contract management including environmental purchasing and corporate social responsibility guidance

such as OHS and equity and diversity

organisational procurement policies practices and approval processes

organisations code of conduct and code of ethics

procurement options and methods

probity and ethical issues

codes of conduct codes of practice and standards of individual behaviour relating to procuring goods and services in particular identifying and managing conflict of interest gifts and inappropriate relationships with providers

procedures for receipt and payment of goods or services

common use arrangements

procurement approval procedures

financial accountability requirements

aspects of contract law laws of tort trade practices law commercial law and other legislation relating to receipt and evaluation of offers negotiation and award of contracts

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

Competency must be demonstrated in the ability to procure goods and services consistently in accordance with legislative and organisational requirements

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

Assessment must confirm the ability to

plan a procurement activity using templates where these are available to a level of detail commensurate with the complexity and risk profile of the procurement

implement the procurement plan in a way that reflects the legislative and policy environment applicable to the organisation

develop a suitable contract management plan using templates if available

manage the performance of contractors to ensure that the goods or services are delivered in accordance with the contract

act within own delegations and refer issues to higher authority when necessary

Consistency in performance

Competency should be demonstrated by providing evidence of undertaking a range of relevant work tasks in an actual or simulated procurement environment on at least two separate occasions

Context of and specific resources for assessment

The unit of competency is to be assessed in the workplace or a simulated workplace environment

Access may be required to

legislation policy procedures and protocols relating to procuring goods and services

codes of conduct and codes of practice

workplace scenarios and case studies relating to a range of procurement activities

case studies that incorporate dilemmas and probity requirements relating to procurement of goods and services

Method of assessment

The following assessment methods are suggested

questions to assess understanding of relevant legislation and procedures

review of strategies selected for procurement

review of procurement plans requests for quotationtender tender evaluation plans selection reports contracts contract management plans and reports and other documentation prepared by the candidate in a range of contexts

feedback from peers or supervisors on actions taken to monitor and review contract performance

In all cases practical assessment should be supported by questions to assess underpinning knowledge and those aspects of competency which are difficult to assess directly Questioning techniques should suit the language and literacy levels of the candidate

Guidance information for assessment

Evidence must be gathered over time in a range of contexts to ensure the person can achieve the unit outcome and apply the competency in different situations or environments

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

PSPETHCA Uphold and support the values and principles of public service

PSPETHC401A Uphold and support the values and principles of public service

PSPGOVA Identify and treat risks

PSPGOV417A Identify and treat risks

PSPGOVA Exercise delegations

PSPGOV421A Exercise delegations

PSPLEGNA Encourage compliance with legislation in the public sector

PSPLEGN401A Encourage compliance with legislation in the public sector

PSPPROCA Plan procurement

PSPPROC411A Plan procurement

PSPPROCA Develop and distribute requests for offers

PSPPROC412A Develop and distribute requests for offers

PSPPROCA Select providers and develop contracts

PSPPROC413A Select providers and develop contracts

PSPPROCA Manage contracts

PSPPROC414A Manage contracts.


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.

Market assessment may include:

structure of the market

number and quality of providers

factors and conditions which may affect supply of goods or provision of services

potential impact of intended procurement activity.

Evaluation of options may include:

stakeholder consultation

confirmation that procurement is necessary

development of a business case

comparison of internal and outsourced provision.

Probity requirements:

may include:

accountability

transparency

confidentiality

managing conflict of interest

impartiality

are maintained to:

encourage conformity to processes

facilitate accountability

ensure proponents are treated in a fair and equitable manner

encourage commercial completion

preserve public and private sector confidence in government processes.

Key elements of a commercial strategy may include:

consultation with key stakeholders

expenditure budget meets organisational requirements for probity and accountability

procurement process agreed by users and documented, and meets legal and probity requirements

approvals obtained

contractual arrangements that capture and address identified risks, protection of all parties, and include performance indicators that provide the basis for due performance.

Contractual arrangements may include:

verbal and written orders

purchase order

government credit cards

petty cash

memoranda of understanding/memoranda of agreement

in-house service level agreements

contracts

standing offers

inter and intra-government agreements.

Legislation, policy and procedures and probity requirements may include:

commonwealth or state and territory legislation

council rules and by-laws

equal employment opportunity and anti-discrimination law

commonwealth, and state or territory government procurement guidelines, including environmental purchasing guidelines

organisational policies and practices

probity guidelines

financial management requirements.

Stakeholders may include:

end users, customers or clients, and sponsors

current or potential providers or suppliers

technical or functional experts or advisers

commonwealth, state or territory, and local government

the organisation

other public sector organisations

employees, unions and staff associations

industry bodies

local communities

lobby groups and special user groups.

Methods for requesting and receiving offers may include:

requests for quotation

direct purchases using existing supply agreements, such as standing offers

oral quotations

written quotations

direct purchases from retail or wholesale outlets

electronic commerce.

Reporting may include:

gazettal notices

public notification

Gazette Publishing System (GaPS)

electronic

verbal

annual reports

internal and/or external

statistical reports.

Records may include:

purchase requests and orders

simple procurement submissions and proposals

invoices and payment requests

statements and petty cash vouchers

offer and contract documents

evaluation process documentation

records of authorised decisions

corporate credit card transaction statements

records of supplier performance

gazettal notices

financial statements

asset registers

records of conversation

actions taken to manage identified conflict of interest.

Organisational purposes may include:

reports and other documents

future procurement planning and contract management

accountability requirements

Ministerials.