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Elements and Performance Criteria

  1. Specify procurement requirement.
  2. Develop request for offers.
  3. Develop offer evaluation plan.
  4. Manage distribution and receipt of offers.

Required Skills

Required skills

communication skills to

consult with stakeholders specialists and providers involving complex oral and written exchanges of information

read complex documents such as contracts legislation and guidelines

write requests for offers which may include complex style and language expressed in unambiguous terms

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

apply probity requirements in specifying and developing requests for offers providing briefings and information and receiving offers

apply OHS requirements where safety or security may be an issue when developing requests for offers

initiative and enterprise skills to

apply the content of complex documents such as contracts legislation and guidelines

apply OHS environmental sustainability and corporate social responsibility practices in the context of developing requests for offers

planning and organising skills to manage the release of documents to stakeholders

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 requests for offers including environmental purchasing and corporate social responsibility guidance

such as OHS and equity and diversity

organisational procurement policies practices and approval processes

probity principles and issues

codes of conduct codes of practice and standards of individual behaviour relating to developing and receiving requests for offers

issues to be considered when developing requests for offers including things like buying locally and open or restricted opportunities to tender

aspects of law of contract laws of tort trade practices law commercial law and other legislation relating to requests for offers

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 development and distribution of requests for offers performed consistently and 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

consult with stakeholders to develop a specification suited to the particular procurement being completed

develop request for offer documentation using templates where available

develop offer evaluation plans with suitable evaluation criteria and evaluation process using templates where available

manage the release of requests for offers to industry

manage the receipt of responses from industry

apply probity principles relevant to this stage of the procurement process

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 procurement of goods and services

codes of conduct and codes of practice

workplace scenarios and case studies relating to a range of procurement activities associated with developing and distributing requests for offers

case studies that incorporate dilemmas and probity requirements relating to developing and distributing requests for offers

Method of assessment

The following assessment methods are suggested

questions to assess understanding of relevant legislation and procedures

review of strategies and approaches adopted for developing and distributing requests for offers

review of requests for offers including specifications offer evaluation plans industry briefs risk assessments and other documentation prepared by the candidate in a range of contexts

review of stakeholder engagement strategies used by the candidate

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 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.

Practical requirements may include:

phases or stages of the procurement activity

timeframes

expertise needed

facilities needed

software and other tools needed

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

Standards of performance and codes of practice may include:

value for money

quality measures

benchmarks

milestones and timeframes

performance indicators

codes of practice and standards of behaviour

Requests for offers may include invitations to submit:

tenders

proposals

quotations

expressions of interest

Input may be obtained through:

exposure of draft request for offer

request for information

industry comment process

Offers may include:

tenders

written quotations

proposals

expressions of interest

Offer evaluation plan should:

be consistent with public sector and organisational legislation, policy and guidelines, such as:

commonwealth or state and territory legislation, including:

equal employment opportunity and anti-discrimination

risk management

security and confidentiality

council rules and by-laws

commonwealth, and state or territory government procurement guidelines, including environmental purchasing, access and equity, social justice guidelines

organisational policies and practices

environmental, sustainability and corporate social responsibility principles

include practical and measurable criteria for selecting the provider and explanation of process that will be used to make selection

Criteria for evaluation may include:

value for money

demonstrated capacity to deliver outcomes

available expertise

project management expertise to deliver the outcomes on time and within budget

meeting specific policy requirements, such as buying locally and environmental sustainability

innovation

Specialist expertise may include:

financial

legal

technical and user representatives

commercial

probity

logistics

Probity requirements:

may include:

accountability

transparency

confidentiality

managing conflict of interest

impartiality

are maintained to:

ensure 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

Offers are received:

using a variety of forms, including:

traditional paper-based tender responses

computer disk

electronic, such as internet, email, facsimile, and electronic tendering system

by a variety of delivery methods, including:

post

courier

by hand

electronic lodgement

Probity issues may include:

equity of access to tender documents

fairness in provision of information

decisions about when to accept or reject late tenders

inappropriate assistance to prepare a tender

conflict of interest.