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

BSBPUR401 Mapping and Delivery Guide
Plan purchasing

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency BSBPUR401 - Plan purchasing
Description
Employability Skills
Learning Outcomes and Application This unit describes the skills and knowledge required to prepare invitations to offer, identify suppliers, issue invitations to offer, and prepare purchase recommendations.It applies to individuals who are required to prepare for complex purchasing agreements up to and including the point at which the organisation selects, without prejudice, a supplier.No licensing, legislative, regulatory 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: Prepare invitations to offer
  • Obtain specifications for goods and services to be purchased from relevant personnel and clarify as required
  • Select purchasing methods most appropriate to particular purchases
  • Prepare invitations to offer
  • Obtain approval of invitations to offer
       
Element: Identify suppliers
  • Review organisation’s records for potential suppliers
  • Identify sources of supply
  • Invite suppliers
  • Evaluate sources of supply against requirements of purchasing strategies
       
Element: Issue invitations to offer
  • Distribute invitations to offer
  • Conduct briefings as required
  • Clarify issues arising with suppliers in line with purchasing strategies
       
Element: Prepare recommendations to purchase
  • Receive offer documents from suppliers
  • Assess offer documents against requirements of purchasing strategies
  • Seek further information from suppliers as required
  • Obtain specialist expertise to assist with evaluation as required
  • Evaluate offers against requirements of purchasing strategies
  • Prepare shortlists of suppliers that make offers and who meet purchasing criteria
  • Select preferred offers
  • Make recommendations about preferred offers and seek approval from relevant personnel
  • Obtain approval for recommended offers
       


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. Prepare invitations to offer

1.1 Obtain specifications for goods and services to be purchased from relevant personnel and clarify as required

1.2 Select purchasing methods most appropriate to particular purchases

1.3 Prepare invitations to offer

1.4 Obtain approval of invitations to offer

2. Identify suppliers

2.1 Review organisation’s records for potential suppliers

2.2 Identify sources of supply

2.3 Invite suppliers

2.4 Evaluate sources of supply against requirements of purchasing strategies

3. Issue invitations to offer

3.1 Distribute invitations to offer

3.2 Conduct briefings as required

3.3 Clarify issues arising with suppliers in line with purchasing strategies

4. Prepare recommendations to purchase

4.1 Receive offer documents from suppliers

4.2 Assess offer documents against requirements of purchasing strategies

4.3 Seek further information from suppliers as required

4.4 Obtain specialist expertise to assist with evaluation as required

4.5 Evaluate offers against requirements of purchasing strategies

4.6 Prepare shortlists of suppliers that make offers and who meet purchasing criteria

4.7 Select preferred offers

4.8 Make recommendations about preferred offers and seek approval from relevant personnel

4.9 Obtain approval for recommended offers

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. Prepare invitations to offer

1.1 Obtain specifications for goods and services to be purchased from relevant personnel and clarify as required

1.2 Select purchasing methods most appropriate to particular purchases

1.3 Prepare invitations to offer

1.4 Obtain approval of invitations to offer

2. Identify suppliers

2.1 Review organisation’s records for potential suppliers

2.2 Identify sources of supply

2.3 Invite suppliers

2.4 Evaluate sources of supply against requirements of purchasing strategies

3. Issue invitations to offer

3.1 Distribute invitations to offer

3.2 Conduct briefings as required

3.3 Clarify issues arising with suppliers in line with purchasing strategies

4. Prepare recommendations to purchase

4.1 Receive offer documents from suppliers

4.2 Assess offer documents against requirements of purchasing strategies

4.3 Seek further information from suppliers as required

4.4 Obtain specialist expertise to assist with evaluation as required

4.5 Evaluate offers against requirements of purchasing strategies

4.6 Prepare shortlists of suppliers that make offers and who meet purchasing criteria

4.7 Select preferred offers

4.8 Make recommendations about preferred offers and seek approval from relevant personnel

4.9 Obtain approval for recommended offers

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
Obtain specifications for goods and services to be purchased from relevant personnel and clarify as required 
Select purchasing methods most appropriate to particular purchases 
Prepare invitations to offer 
Obtain approval of invitations to offer 
Review organisation’s records for potential suppliers 
Identify sources of supply 
Invite suppliers 
Evaluate sources of supply against requirements of purchasing strategies 
Distribute invitations to offer 
Conduct briefings as required 
Clarify issues arising with suppliers in line with purchasing strategies 
Receive offer documents from suppliers 
Assess offer documents against requirements of purchasing strategies 
Seek further information from suppliers as required 
Obtain specialist expertise to assist with evaluation as required 
Evaluate offers against requirements of purchasing strategies 
Prepare shortlists of suppliers that make offers and who meet purchasing criteria 
Select preferred offers 
Make recommendations about preferred offers and seek approval from relevant personnel 
Obtain approval for recommended offers 

Forms

Assessment Cover Sheet

BSBPUR401 - Plan purchasing
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

BSBPUR401 - Plan purchasing

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: