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

CPPDSM4047A Mapping and Delivery Guide
Implement and monitor procurement process

Version 1.0
Issue Date: March 2024


Qualification -
Unit of Competency CPPDSM4047A - Implement and monitor procurement process
Description This unit of competency specifies the outcomes required to implement and monitor purchasing processes for goods and services. It requires the ability to follow procurement procedures, determine and arrange appropriate suppliers, and check that final procurement meets client objectives.The unit may form part of the licensing requirements for persons working in the property industry, including in the real estate, business broking, stock and station agency and property operations and development sectors, in those States and Territories where these are regulated activities.
Employability Skills The required outcomes described in this unit of competency contain applicable facets of employability skills. The Employability Skills Summary of the qualification in which this unit of competency is packaged, will assist in identifying employability skills requirements.
Learning Outcomes and Application This unit of competency supports the work of those involved in implementing and monitoring purchasing processes for goods and services.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites Nil
Competency Field Property operations and development
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: Determine procurement requirements.
  • Procurement requirements and objectives are identified and confirmed according to organisational and legislative requirements.
  • Relevant information is gathered and reviewed to determine appropriate procurement process and time lines according to legislative requirements.
  • Factors likely to affect procurement objectives are identified and agreed with relevant people according to organisational procedures.
  • Personal limitations of authority are identified and appropriate approvals gained as required according to organisational and legislative requirements.
       
Element: Implement and monitor procurement process.
  • Procurement process is systematically monitored and variations to supply are agreed with relevant people according to organisational requirements.
  • Effective communication channels are used to ensure an effective and accurate communication flow with suppliers.
  • Expenditure and resource usage are monitored to ensure procurement objectives are achieved within budget parameters.
  • Reliable methods of monitoring procurement are used according to organisational requirements, making efficient use of time and resources.
       
Element: Finalise procurement process.
  • Procurement process is finalised within agreed timeframes according to organisational requirements.
  • Inspection is arranged to confirm procurement meets required quality standards and procurement objectives.
  • Defects or variances to procurement objectives are identified and prompt remedial action is taken according to organisational requirements.
  • Business equipment and technology are used to maintain systems, records and reports according to applicable OHS, organisational and legislative requirements.
       


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, the range statement and the Assessment Guidelines for this Training Package.

Overview of assessment

This unit of competency could be assessed through practical demonstration of implementing and monitoring purchasing processes for goods and services. Targeted written (including alternative formats where necessary) or verbal questioning to assess the candidate's underpinning knowledge would provide additional supporting evidence of competence. The demonstration and questioning would include collecting evidence of the candidate's knowledge and application of ethical standards and relevant federal, and state or territory legislation and regulations. This assessment may be carried out in a simulated or workplace environment.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

A person who demonstrates competency in this unit must be able to provide evidence of:

accurately reviewing procurement objectives and relevant information to determine procurement processes, and sourcing appropriate authority or delegations for procurement

finalising procurement process within agreed timeframes and using business equipment and technology to maintain records and reports

knowledge of organisation's practices, ethical standards and legislative requirements associated with implementing and monitoring purchasing processes for goods and services

using communication to monitor effectively the implementation of the procurement process against budget parameters.

Context of and specific resources for assessment

Resource implications for assessment include:

access to suitable simulated or real opportunities and resources to demonstrate competence

assessment instruments that may include personal planner and assessment record book

access to a registered provider of assessment services.

Where applicable, physical resources should include equipment modified for people with disabilities.

Access must be provided to appropriate learning and/or assessment support when required.

Assessment processes and techniques must be culturally appropriate, and appropriate to the language and literacy capacity of the candidate and the work being performed.

Validity and sufficiency of evidence require that:

competency will need to be demonstrated over a period of time reflecting the scope of the role and the practical requirements of the workplace

where the assessment is part of a structured learning experience the evidence collected must relate to a number of performances assessed at different points in time and separated by further learning and practice with a decision of competence only taken at the point when the assessor has complete confidence in the person's competence

all assessment that is part of a structured learning experience must include a combination of direct, indirect and supplementary evidence

where assessment is for the purpose of recognition (RCC/RPL), the evidence provided will need to be current and show that it represents competency demonstrated over a period of time

assessment can be through simulated project-based activity and must include evidence relating to each of the elements in this unit.

In all cases where practical assessment is used it will be combined with targeted questioning to assess the underpinning knowledge. Questioning will be undertaken in such a manner as is appropriate to the language and literacy levels of the candidate and any cultural issues that may affect responses to the questions, and will reflect the requirements of the competency and the work being performed.


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.

This section describes the essential skills and knowledge and their level, required for this unit.

Required skills:

communication skills to discuss and confirm procurement arrangements, interpret written and oral information, liaise with suppliers and obtain feedback

computing skills to access the internet and web pages, prepare and complete online forms, lodge electronic documents and search online databases

interpersonal skills to relate to people from a range of social, cultural and ethnic backgrounds and varying physical and mental abilities

literacy skills to interpret written and oral information, including procurement policies and procedures; and access and understand a variety of information

organisational skills to coordinate work schedules and time lines

technology skills to complete documentation and maintain records, reports and a database of information about suppliers.

Required knowledge and understanding:

benefits and risks of a range of procurement options, such as lease, purchase, sale and leaseback, and term contract

best practice procurement principles

implications of warranties, guarantees and exclusions

key principles of procurement, including:

accountability and recording

ethics and fair dealing

open and effective competition

planning and professionalism

value for money

limitations of work role, responsibility and professional abilities

organisation's policies and procedures for employment and tendering of services and procurement

relevant Australian standards

relevant federal and state or territory legislation and local government regulations related to:

anti-discrimination

consumer protection

environmental issues

equal employment opportunity (EEO)

financial probity

franchise and business structures

industrial relations

OHS

property sales, leasing and management

tendering and contracting processes, including a range of contractual arrangements

user needs and requirements for facilities

whole of life costing and price-quality relationship issues.

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 in the performance criteria is detailed below. Add any 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.

Procurement may include:

common use contracts

facilities management

franchising

gainsharing and open book

incentive contracting

leasing and buying

maintenance and support arrangements

pre-qualification of suppliers

prime contractors and subcontractors

research and development

short-term or long-term arrangements

sole or multiple suppliers

standard form agreements

standing orders.

Organisational requirements may be outlined and reflected in:

access and equity principles and practice guidelines

business and performance plans

complaint and dispute resolution procedures

goals, objectives, plans, systems and processes

legal and ethical requirements and codes of practice

mission statements and strategic plans

OHS policies, procedures and programs

policies and procedures in relation to client service

quality and continuous improvement processes and standards

quality assurance and procedure manuals.

Legislative requirements may be outlined and reflected in:

Australian standards

general duty of care to clients

home building requirements

privacy requirements

relevant federal, and state or territory legislation that affects organisational operation, including:

anti-discrimination and diversity

environmental issues

EEO

industrial relations

OHS

relevant industry codes of practice covering the market sector and industry, financial transactions, taxation, environment, construction, land use, native title, zoning, utilities use (water, gas and electricity), and contract or common law

strata, community and company titles

tenancy agreements

trade practices laws and guidelines.

Information may relate to:

budgets and operating costs

contracts and tender documentation

facility and asset management plans

goods and services

legal documentation

maintenance plans and strategies

management policy and procedures

organisational and business strategic plans

procurement guidelines, practices and policies

property drawings

quotations and invoices

register of suppliers

tenancy and other contracts.

Procurement process may include:

advertisement

complying and non-complying tendering

direct appointments

open quotations

register of suppliers.

Factors likely to affect procurement objectives may relate to:

budgetary constraints

collaborative arrangements

environmental issues

factors and conditions that may affect supply

industry involvement requirements

leasing instead of up-front capital investment

level of risk, complexity and sensitivity of information related to procurement

political imperatives and strategies

potential impact of intended contracting activity

strategic and tactical issues

supply market capacity, structure, maturity and strength.

Relevant people may include:

agents

clients

colleagues

government personnel

legal representatives

members of industry associations

property and facility owners or managers

supervisors

technical experts

tenants.

Appropriate approvals may be sought from:

agents

authorised delegations

clients

solicitors

supervisors.

Communication channels may include:

direct line supervision paths

lateral supervision paths

organisational communication protocols and procedures

organisational networks.

Resources may include:

contractors

facilities

information technology

materials

personnel

professional service providers

services

tools and equipment

transport.

Business equipment and technology may include:

computers

data storage devices

email

facsimile machines

internet, extranet and intranet

photocopiers

printers

scanners

software applications, such as databases and word applications.

Records and reports may include:

contracts and tenders

electronic or paper-based information

invoices

logs and journals

organisational forms

procurement forms and reports

quotations

radio and telephone records

records of conversation

running sheets

statements

task allocation sheets.

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
Procurement requirements and objectives are identified and confirmed according to organisational and legislative requirements. 
Relevant information is gathered and reviewed to determine appropriate procurement process and time lines according to legislative requirements. 
Factors likely to affect procurement objectives are identified and agreed with relevant people according to organisational procedures. 
Personal limitations of authority are identified and appropriate approvals gained as required according to organisational and legislative requirements. 
Procurement process is systematically monitored and variations to supply are agreed with relevant people according to organisational requirements. 
Effective communication channels are used to ensure an effective and accurate communication flow with suppliers. 
Expenditure and resource usage are monitored to ensure procurement objectives are achieved within budget parameters. 
Reliable methods of monitoring procurement are used according to organisational requirements, making efficient use of time and resources. 
Procurement process is finalised within agreed timeframes according to organisational requirements. 
Inspection is arranged to confirm procurement meets required quality standards and procurement objectives. 
Defects or variances to procurement objectives are identified and prompt remedial action is taken according to organisational requirements. 
Business equipment and technology are used to maintain systems, records and reports according to applicable OHS, organisational and legislative requirements. 

Forms

Assessment Cover Sheet

CPPDSM4047A - Implement and monitor procurement process
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

CPPDSM4047A - Implement and monitor procurement process

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: