Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

BSBPMG416A Mapping and Delivery Guide
Apply project procurement procedures

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency BSBPMG416A - Apply project procurement procedures
Description This unit describes the performance outcomes, skills and knowledge required to assist with procurement for a project. It involves identifying procurement requirements, assisting with supplier selection, conducting procurement activities, and assisting with procurement finalisation activities for the project.
Employability Skills This unit contains employability skills.
Learning Outcomes and Application This unit applies to a project practitioner working in a project support role.The individual may be operating in a large or small organisation and applying skills in the context of enterprise projects.The project practitioner may be part of a project team under the direction of a project manager, or may work as part of a smaller scale self-directed team.This unit has generic application to a range of industries and organisations and a range of projects, from simple to complex.In the context of this unit a project is defined as involving:a practical and comprehensive project plana documented communications strategya detailed project budgetstrategic engagement with stakeholdersa risk, issues and change-management methodologya quality plan with assurance and control processesa supportive team-based environment.The functions performed in project work, where formal project management methodology is not the main focus, are covered by BSBPMG522A Undertake project work.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites Not applicable.
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
Elements of Competency Performance Criteria              
Element: Assist with procurement planning
  • Contribute to establishing procurement requirements to achieve project objectives
  • Act under delegated authority to contribute to the development of the procurement-management plan
  • Contribute to developing procurement documentation
       
Element: Contribute to supplier selection process
  • Gather and evaluate information on potential suppliers
  • Make recommendations to assist in selection of preferred suppliers
  • Contribute to establishing agreed terms and conditions with preferred suppliers
  • Identify and act in line with probity and project governance constraints
  • Assist in developing contractual documentation
       
Element: Conduct procurement activities
  • Test and accept supplies to ensure quality and suitability for purpose
  • Undertake procurement activities and maintain information in line with reporting, confidentiality and audit requirements
  • Receive, reconcile and register supplies according to established procedures
  • Monitor and control suppliers according to contractual supply documentation
       
Element: Assist in finalising procurement activities
  • Assist in finalising procurement agreements
  • Assist in the review of project outcomes using available records to determine the effectiveness of procurement activities
  • Contribute to identifying lessons learned and possible improvements to procurement management
       


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:

identifying procurement requirements in relation to a workplace project

applying procurement-management procedures in relation to a workplace project.

Context of and specific resources for assessment

Assessment must ensure access to:

examples of project procurement documentation

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 that present issues and problems in project 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.

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

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

literacy skills to read and interpret contracts and procurement documentation

numeracy skills to calculate and confirm procurement specifications

planning and organising skills to participate in contract and procurement management.

Required knowledge

broad legal contractual obligations of each party to supply arrangement

procurement-management policy, processes and procedures as applied to project management

project procurement-management tools and techniques

types of supply contracts.

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.

Procurement requirements may include:

product and service definitions

quality specifications

resource identification

supply and delivery requirements

supply and engagement metrics, including:

employment equity

environmental

intellectual property

legal

licences, permits and certifications

security

work health and safety (WHS)

work breakdown structure.

Delegated authority may be:

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-management plan may include:

acquisition criteria

contract administration

contract closure processes

general conditions of contract

organisational procurement policy and procedures

preferred suppliers

procurement-management processes

procurement statements of work

product and quality specifications

project resource requirements

supplier selection criteria

statement of works

type of supply and contract arrangements.

Procurement documentation may include:

assets and disposal actions

lists of suppliers

procurement logs and registers

procurement reports

quotes, invoices and receipts

records of contract planning, formation, negotiation and administration

test and acceptance results.

Suppliers may include:

consultant

contractor

subcontractor

vendor.

Probity and project governance constraints may include:

ethical behaviours

limits of authority

organisational policy and procedures

prescribed decision escalation.

Contractual documentation may include:

terms and conditions of contract

type of supply contract:

cost plus

fixed price contract

good and services quotation

time and material.

Procurement activities may include:

audit of environmentally sustainable supply practices

collaborating with agencies and alliances

conducting transfer and disposal actions

confirming details and obtaining additional information about quotes

formally receipting goods and services

identifying WHS issues

liaising with client, contractors, subcontractors and other stakeholders

maintaining registers and lists

obtaining approvals

obtaining quotes from potential suppliers

planning, specifying and/or conducting test and acceptance procedures

processing payment documentation

providing formal notice of delivery of goods and services

providing quotes to potential clients.

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 establishing procurement requirements to achieve project objectives 
Act under delegated authority to contribute to the development of the procurement-management plan 
Contribute to developing procurement documentation 
Gather and evaluate information on potential suppliers 
Make recommendations to assist in selection of preferred suppliers 
Contribute to establishing agreed terms and conditions with preferred suppliers 
Identify and act in line with probity and project governance constraints 
Assist in developing contractual documentation 
Test and accept supplies to ensure quality and suitability for purpose 
Undertake procurement activities and maintain information in line with reporting, confidentiality and audit requirements 
Receive, reconcile and register supplies according to established procedures 
Monitor and control suppliers according to contractual supply documentation 
Assist in finalising procurement agreements 
Assist in the review of project outcomes using available records to determine the effectiveness of procurement activities 
Contribute to identifying lessons learned and possible improvements to procurement management 

Forms

Assessment Cover Sheet

BSBPMG416A - Apply project procurement procedures
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

BSBPMG416A - Apply project procurement procedures

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: