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

BSBPMG609 Mapping and Delivery Guide
Direct procurement and contracting for a project program

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency BSBPMG609 - Direct procurement and contracting for a project program
Description
Employability Skills
Learning Outcomes and Application This unit describes the skills and knowledge required to direct the management of contracting and procurement activities across projects and programs. It covers setting up the contracting process, directing management of contract and procurement processes, and finalising contracts for projects across the program.It applies to individuals who are program managers, managing a suite of projects (a program).No licensing, legislative or certification requirements apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
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
Elements of Competency Performance Criteria              
Element: Direct planning for project contracting and procurement
  • Direct identification of product specifications and procurement requirements for procurement and contract planning, in consultation with appropriate stakeholders
  • Direct development of procurement strategies, methods and management plans in line with project objectives across the program
       
Element: Direct set up of contract and procurement process
  • Direct project managers to source organisations that meet procurement requirements
  • Establish selection processes and selection criteria, in consultation with stakeholders, and arrange for communication to prospective contractors
  • Ensure contract and procurement actions accord with organisation and program objectives
       
Element: Direct management of contract and procurement process
  • Provide direction for identification of requirements of proposals and arrange communication to prospective contractors
  • Ensure responses are evaluated and preferred contractors are selected in accordance with agreed selection processes
  • Direct negotiation of contract terms and conditions between client and preferred contractor
       
Element: Direct management of contracts
  • Direct management of contract and procurement activities in accordance with program contract and procurement management guidelines
  • Provide direction for regular reviews from available records and information, and ensure variances are analysed and changes for implementation agreed on
  • Ensure project managers work within legal and organisational framework for contracts
  • Identify potential, perceived and actual contractual conflicts and approve remedial actions to minimise disruption
       
Element: Direct finalisation of contracts
  • Direct finalisation activities for management of contract deliverables in accordance with contractual project and program requirements
  • Direct review and analysis of project outcomes to determine effectiveness of contract and procurement processes and procedures
  • Aggregate and use lessons learnt for application in planning and implementation of later projects within the program and, where appropriate, pass on to organisational management for use in strategic planning
       


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.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Direct planning for project contracting and procurement

1.1 Direct identification of product specifications and procurement requirements for procurement and contract planning, in consultation with appropriate stakeholders

1.2 Direct development of procurement strategies, methods and management plans in line with project objectives across the program

2. Direct set up of contract and procurement process

2.1 Direct project managers to source organisations that meet procurement requirements

2.2 Establish selection processes and selection criteria, in consultation with stakeholders, and arrange for communication to prospective contractors

2.3 Ensure contract and procurement actions accord with organisation and program objectives

3. Direct management of contract and procurement process

3.1 Provide direction for identification of requirements of proposals and arrange communication to prospective contractors

3.2 Ensure responses are evaluated and preferred contractors are selected in accordance with agreed selection processes

3.3 Direct negotiation of contract terms and conditions between client and preferred contractor

4. Direct management of contracts

4.1 Direct management of contract and procurement activities in accordance with program contract and procurement management guidelines

4.2 Provide direction for regular reviews from available records and information, and ensure variances are analysed and changes for implementation agreed on

4.3 Ensure project managers work within legal and organisational framework for contracts

4.4 Identify potential, perceived and actual contractual conflicts and approve remedial actions to minimise disruption

5. Direct finalisation of contracts

5.1 Direct finalisation activities for management of contract deliverables in accordance with contractual project and program requirements

5.2 Direct review and analysis of project outcomes to determine effectiveness of contract and procurement processes and procedures

5.3 Aggregate and use lessons learnt for application in planning and implementation of later projects within the program and, where appropriate, pass on to organisational management for use in strategic planning

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.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Direct planning for project contracting and procurement

1.1 Direct identification of product specifications and procurement requirements for procurement and contract planning, in consultation with appropriate stakeholders

1.2 Direct development of procurement strategies, methods and management plans in line with project objectives across the program

2. Direct set up of contract and procurement process

2.1 Direct project managers to source organisations that meet procurement requirements

2.2 Establish selection processes and selection criteria, in consultation with stakeholders, and arrange for communication to prospective contractors

2.3 Ensure contract and procurement actions accord with organisation and program objectives

3. Direct management of contract and procurement process

3.1 Provide direction for identification of requirements of proposals and arrange communication to prospective contractors

3.2 Ensure responses are evaluated and preferred contractors are selected in accordance with agreed selection processes

3.3 Direct negotiation of contract terms and conditions between client and preferred contractor

4. Direct management of contracts

4.1 Direct management of contract and procurement activities in accordance with program contract and procurement management guidelines

4.2 Provide direction for regular reviews from available records and information, and ensure variances are analysed and changes for implementation agreed on

4.3 Ensure project managers work within legal and organisational framework for contracts

4.4 Identify potential, perceived and actual contractual conflicts and approve remedial actions to minimise disruption

5. Direct finalisation of contracts

5.1 Direct finalisation activities for management of contract deliverables in accordance with contractual project and program requirements

5.2 Direct review and analysis of project outcomes to determine effectiveness of contract and procurement processes and procedures

5.3 Aggregate and use lessons learnt for application in planning and implementation of later projects within the program and, where appropriate, pass on to organisational management for use in strategic planning

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
Direct identification of product specifications and procurement requirements for procurement and contract planning, in consultation with appropriate stakeholders 
Direct development of procurement strategies, methods and management plans in line with project objectives across the program 
Direct project managers to source organisations that meet procurement requirements 
Establish selection processes and selection criteria, in consultation with stakeholders, and arrange for communication to prospective contractors 
Ensure contract and procurement actions accord with organisation and program objectives 
Provide direction for identification of requirements of proposals and arrange communication to prospective contractors 
Ensure responses are evaluated and preferred contractors are selected in accordance with agreed selection processes 
Direct negotiation of contract terms and conditions between client and preferred contractor 
Direct management of contract and procurement activities in accordance with program contract and procurement management guidelines 
Provide direction for regular reviews from available records and information, and ensure variances are analysed and changes for implementation agreed on 
Ensure project managers work within legal and organisational framework for contracts 
Identify potential, perceived and actual contractual conflicts and approve remedial actions to minimise disruption 
Direct finalisation activities for management of contract deliverables in accordance with contractual project and program requirements 
Direct review and analysis of project outcomes to determine effectiveness of contract and procurement processes and procedures 
Aggregate and use lessons learnt for application in planning and implementation of later projects within the program and, where appropriate, pass on to organisational management for use in strategic planning 

Forms

Assessment Cover Sheet

BSBPMG609 - Direct procurement and contracting for a project program
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

BSBPMG609 - Direct procurement and contracting for a project program

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: