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

A person who demonstrates competency in this unit must be source and estimate materials. Competency in this unit cannot be claimed until all prerequisites have been satisfied.

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

Assessors must be satisfied that the candidate can competently and consistently perform all elements of the unit as specified by the criteria, including required knowledge, and be capable of applying the competency in new and different situations and contexts.

Context of and specific resources for assessment

This unit may be assessed on the job, off the job or a combination of both on and off the job. Where assessment occurs off the job, that is the candidate is not in productive work, then an appropriate simulation must be used where the range of conditions reflects realistic workplace situations. The competencies covered by this unit would be demonstrated by an individual working alone or as part of a team. The assessment environment should not disadvantage the candidate.

This unit could be assessed in conjunction with any other units addressing the safety, quality, communication, materials handling, recording and reporting associated with sourcing and estimating materials or other units requiring the exercise of the skills and knowledge covered by this unit.

Method of assessment

Assessors should gather a range of evidence that is valid, sufficient, current and authentic. Evidence can be gathered through a variety of ways including direct observation, supervisor's reports, project work, samples and questioning. Questioning techniques should not require language, literacy and numeracy skills beyond those required in this unit of competency. The candidate must have access to all tools, equipment, materials and documentation required. The candidate must be permitted to refer to any relevant workplace procedures, product and manufacturing specifications, codes, standards, manuals and reference materials.

Guidance information for assessment

Required skills

Look for evidence that confirms skills in:

obtaining all relevant project documentation

obtaining information on materials

assessing and acting on environmental effects of materials and waste

consulting interested parties with respect to material requirements

identifying materials information relevant to project

specifying materials appropriate to the technical requirements

selecting materials with regard to project requirements and information available

identifying all relevant costs

confirming the currency and accuracy of costs and material availability

calculating and documenting material estimates

ordering materials and components

documenting orders and purchases

receiving materials/services

inspecting/sampling

materials are prepared ready for use

scheduling material delivery and preparation

preparing material certification reports

testing supplied materials for conformance to specifications

accepting/rejecting materials based on test results

Required knowledge

Look for evidence that confirms knowledge of:

the material requirements and specifications

sources of information

issues of sustainability and environmental impact

strategies to ensure that interested parties are consulted and satisfied

the functional requirements of the materials to be used in the project/operation

the reasons for selecting the chosen materials

costs and costing methods

materials requirements in relation to the contract specification.

procedures for estimating material quantities

procedures for documenting material estimates

procedures for ordering materials and components

the authority responsible for authorising orders/purchases

procedures for maintaining documentation of orders and purchases

importance of receipt and inspection of materials/resources

methods of preparing materials for use

the material delivery requirements of the project/operation

the characteristics and uses of materials

material certification requirements

procedures for preparing material certification reports

material tests and testing procedures

procedures for accepting/rejecting materials

reasons for selecting material tests and testing procedures

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.

Estimates

Identifying source of appropriate materials and estimation of the quantities required and/or confirmation of the sources of materials and finalising the estimations

Document

Quantity estimates, schedules, test certification and other documentation will be generated during this process

Legislation, codes and national standards

May use relevant legislation, regulation, codes and national standards relevant to the workplace.