The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required knowledge and skills, the range statement and the assessment guidelines for this Training Package.

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

The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:

the underpinning knowledge and skills

relevant legislation and workplace procedures

other relevant aspects of the range statement

Context of and specific resources for assessment

Performance is demonstrated consistently over a period of time and in a suitable range of contexts

Resources for assessment include:

a range of relevant exercises, case studies and/or other simulated practical and knowledge assessment, and/or

access to an appropriate range of relevant operational situations in the workplace

In both real and simulated environments, access is required to:

relevant and appropriate materials and equipment, and

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

Method of assessment

Assessment of this unit must be undertaken by a registered training organisation

As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests

Practical assessment must occur:

through activities in an appropriately simulated environment at the registered training organisation, and/or

in an appropriate range of situations in the workplace

REQUIRED KNOWLEDGE AND SKILLS

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

Required knowledge:

Relevant legislation, codes of practice and national standards related to procurement, for example Trade Practices Act, contract law, sale of goods legislation, consumer protection legislation and legislation related to the import of goods and services, where relevant

Relevant OH&S and environmental procedures and regulations

All details of the organisation's purchasing strategies

Product knowledge about the goods and services being supplied

Procedures for operating electronic communications equipment

Requirements for completing relevant documentation

Code of practice for working collaboratively with others

Steps involved in planning the work activities

Required skills:

Communicate effectively with others, including verbal skills to negotiate and liaise with potential suppliers and relevant personnel, and written skills including report writing

Read and interpret instructions, procedures, information and signs relevant to the planning of purchasing

Interpret and follow operational instructions and prioritise work

Complete documentation related to work activities

Operate electronic communication equipment to required protocol

Work collaboratively with others

Adapt appropriately to cultural differences in the workplace, including modes of behaviour and interactions with others

Work systematically with required attention to detail

Promptly report and/or rectify any identified problems in accordance with regulatory requirements and workplace procedures

Implement contingency plans for unplanned events

Apply precautions and required action to minimise, control or eliminate hazards that may exist

Modify activities depending on differing operational contingencies, risk situations and environments

Monitor work activities in terms of planned schedule

Apply and use software appropriately

Behave ethically and with probity in all aspects or work activities and adhere to industry and organisational codes of conduct

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance.

Relevant personnel may include:

internal users of purchased goods and services

owner and Board

CEO, managers, leaders, coordinators, supervisors and other persons authorised to commit the organisation to purchases

specialist personnel involved in purchasing, asset maintenance and finance

Purchasing methods may include:

written quotations

invitation of open or select tenders

direct purchases using supply agreements

electronic trading

direct negotiations

Invitations to offer may include:

specifications of goods and/or services required

criteria for selection of suppliers from offers received

draft contracts and agreements

delivery schedules

requirements for off-site storage and warehousing

required supplier capacity

quality requirements

Purchasing strategies include:

the organisation's documented strategies for purchasing, covering policies, procedures, guidelines and documentation formats for purchasing from suppliers including entities owned by the organisation, partners, alliance members and local and distant suppliers

criteria for evaluating purchasing performance

methodology for evaluating purchasing performance

different policies, procedures and strategies for different dollar values of purchases

limits of authority to approve purchases

requirements for fairness and transparency in purchasing

organisational and industry codes of conduct and ethics

Clarification of issues may include:

requests for further information about specifications not responded to, misinterpretations of specifications and supplementary/add on products or services

Further information may include:

requests about specifications not responded to, misinterpretations of specifications and supplementary/add on products or services

supplier briefings and presentations

Consultative processes may involve:

other employees and supervisors

relevant authorities and institutions

management and union representatives

industrial relations and OH&S specialists

Communication in the work area may include:

phone

electronic data interchange (EDI)

fax

email

internet

RF systems

oral, aural or signed communications

Depending on the organisation concerned, workplace procedures may be called:

standard operating procedures (SOPs)

company procedures

enterprise procedures

organisational procedures

established procedures

Documentation and records may include:

organisation's policies, procedures, strategies, methods and instructions relevant to procurement

lists of relevant personnel to consult

proformas and instructions used when preparing invitations to offer

quality assurance procedures

technical instructions

Applicable legislation and regulations may include:

relevant legislation, codes of practice and national standards related to procurement, for example Trade Practices Act, contract law, sale of goods legislation, consumer protection legislation and legislation related to the import of goods and services, where relevant

relevant industry codes of practice

Australian and international regulations and codes of practice for the transport of dangerous goods and hazardous substances

relevant state/territory OH&S and environmental protection legislation

award and enterprise agreements and relevant industrial instruments

workplace relations regulations