- BSBPMG408A - Apply contract and procurement procedures
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
BSBPMG408A Mapping and Delivery Guide
Apply contract and procurement procedures
Version 1.0
Issue Date: April 2024
| Qualification | - |
Unit of Competency | BSBPMG408A - Apply contract and procurement procedures |
|---|---|---|---|
| Description | This unit describes the performance outcomes, skills and knowledge required to assist with contracting and procurement for a project. It covers identifying procurement and contract requirements, assisting with contractor selection, conducting contracting and procurement activities and assisting with finalisation of activities for the project. | ||
| Employability Skills | This unit contains employability skills. | ||
| Learning Outcomes and Application | This unit applies to a project team member working under the direction of a project manager with other project team members. The individual may be operating within an organisation or as a consultant. The skills should be applied in the context of multiple complex projects, with the individual operating as part of a specialist project management team.In the context of this unit a complex project is defined as a project which involves:the need for a comprehensive and multi faceted project planthe need for a formal internal or external communications strategya dedicated and diverse project budgetmultiple administrative componentsmultiple operational componentsa wide range of stakeholdersa project operations team.The functions performed by a worker managing a straightforward project or a section of a larger project where project management is not the main focus of the job role are covered by BSBPMG510A Manage projects.The functions performed by a project manager to manage procurement for the whole project are addressed in BSBPMG509A Manage project procurement. | ||
| Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. |
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| Prerequisites/co-requisites | |||
| Competency Field | |||
| Development and validation strategy and guide for assessors and learners | Student Learning Resources | Handouts Activities |
Slides PPT |
Assessment 1 | Assessment 2 | Assessment 3 | Assessment 4 | |
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| Elements of Competency | Performance Criteria | |||||||
| Element: Assist with contract and procurement planning |
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| Element: Contribute to contractor selection process |
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| Element: Conduct contracting and procurement activities |
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| Element: Conduct finalisation activities |
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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.
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 on-the-job 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. |
Submission Requirements
List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, 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.
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. |
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 |
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 |
|---|---|---|---|
| Contribute to the establishment of procurement requirements | |||
| Act under delegated authority to contribute to the development of the procurement management plan | |||
| Contribute to the development of project documentation for contract definition and formation | |||
| Gather and evaluate information on potential suppliers | |||
| Make recommendations to assist in selection of preferred contractors | |||
| Provide contribution to the definition of agreed terms and conditions with preferred contractor/s | |||
| Assist with the development of the final tendering and contractual documentation | |||
| Undertake procurement activities and maintain information so that reporting, confidentiality and audit requirements are met | |||
| Receive, reconcile and register supplies in accordance with established procedures to facilitate payment throughout project | |||
| Monitor and control contractors and suppliers and their activities for compliance with designated responsibilities, deliverables, time/cost and quality conformance and other requirements | |||
| Test and accept supplies to ensure quality and suitability for purpose | |||
| Provide assistance in the ongoing review of project outcomes using available records and information to determine the effectiveness of contracting and procurement activities | |||
| Report contracting and procurement management issues and responses to others for application in future projects |
Forms
Assessment Cover Sheet
BSBPMG408A - Apply contract and procurement procedures
Assessment task 1: [title]
Student name:
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I declare that the assessment tasks submitted for this unit are my own work.
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Result: Competent Not yet competent
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Assessment Record Sheet
BSBPMG408A - Apply contract and procurement procedures
Student name:
Student ID:
Assessment task 1: [title] Result: Competent Not yet competent
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Feedback to student:
Overall assessment result: Competent Not yet competent
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