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

TLIR5007 Mapping and Delivery Guide
Manage international purchasing

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency TLIR5007 - Manage international purchasing
Description
Employability Skills
Learning Outcomes and Application This unit involves the skills and knowledge required to manage international purchasing of specific goods in accordance with workplace policies and procedures, and regulatory frameworks, in various contexts within the transport and logistics industry.It includes developing, documenting and implementing regular and complex international purchasing strategies, determining payment strategies, arranging barter or counter trading and determining logistics strategies. It also includes evaluating international purchasing strategies and implementing identified improvements.The unit generally applies to those who lead individuals or teams.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.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Resources for assessment include:

a range of relevant exercises, case studies and/or other simulations

relevant and appropriate materials, tools, equipment and personal protective equipment currently used in industry

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals.
Prerequisites/co-requisites
Competency Field R - Contract Procurement
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: Develop and document strategies for international purchasing
       
Element: Strategic implications for international purchasing are researched and analysed
       
Element: International market structures are researched
       
Element: Export requirements of supplier country are researched and analysed
       
Element: Strategies for international purchasing are drafted and submitted for approval
       
Element: Implement international purchasing strategies
       
Element: International purchasing strategies are communicated to relevant personnel and stakeholders
       
Element: Support is provided to stakeholders to implement international purchasing strategies
       
Element: Implementation of international purchasing strategies is monitored
       
Element: Problems and issues arising from implementation of international purchasing strategies are identified and addressed
       
Element: Undertake more complex international purchasing
       
Element: Export markets and cultural considerations having a potential impact on international purchasing are researched and appropriate markets are chosen
       
Element: International legal requirements on sale of goods and Australian regulatory controls applicable to imports into Australia are researched and applied as appropriate
       
Element: Relevant Incoterms and trade terms are applied
       
Element: Exception clauses to business conditions are drafted
       
Element: Discrepancies are clarified and resolved to the satisfaction of all parties
       
Element: Determine payment strategies
       
Element: Financial risk management is analysed and available controls are implemented
       
Element: Source and availability of funds for payment are identified
       
Element: Currency payment methods - hedging, letters of credit, and payment by cheque upon/after shipment - are researched and analysed
       
Element: Currency payment methods appropriate to the situation are selected
       
Element: Expenditure phasing is planned and implemented
       
Element: Arrange barter or countertrade
       
Element: Strategic implications of arranging specific barter or countertrade are researched and analysed
       
Element: Suppliers willing to engage in international barter or countertrade are determined
       
Element: Commercial conditions for proposed barter or countertrade are negotiated, and agreement is reached with partners
       
Element: Draft contract is prepared and legal expertise is accessed to check legality of contract agreement
       
Element: Contracts are approved and issued
       
Element: Determine logistics strategies
       
Element: Requirements for pre-shipment inspection are ascertained and arrangements are made
       
Element: Shipping and other transport risks and facilities are researched and analysed
       
Element: Regulatory compliance requirements for importation into Australia are researched and analysed
       
Element: Logistics strategies for the organisation are developed to take account of appropriate transport, insurance and regulatory compliance requirements
       
Element: Approval is gained from relevant personnel for implementation of logistics strategies
       
Element: Evaluate international purchasing strategies and implement identified improvements
       
Element: Implementation of international purchasing strategies is reviewed
       
Element: Improvements to international purchasing strategies are identified from the review process
       
Element: Approval is gained to implement improvements to international purchasing strategies
       
Element: Changes are communicated to relevant stakeholders and support is provided to implement improvements
       
Element: Implementation of changes is monitored and reviewed to determine effectiveness of improvements
       


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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Develop and document strategies for international purchasing

1.1

Strategic implications for international purchasing are researched and analysed

1.2

International market structures are researched

1.3

Export requirements of supplier country are researched and analysed

1.4

Strategies for international purchasing are drafted and submitted for approval

2

Implement international purchasing strategies

2.1

International purchasing strategies are communicated to relevant personnel and stakeholders

2.2

Support is provided to stakeholders to implement international purchasing strategies

2.3

Implementation of international purchasing strategies is monitored

2.4

Problems and issues arising from implementation of international purchasing strategies are identified and addressed

3

Undertake more complex international purchasing

3.1

Export markets and cultural considerations having a potential impact on international purchasing are researched and appropriate markets are chosen

3.2

International legal requirements on sale of goods and Australian regulatory controls applicable to imports into Australia are researched and applied as appropriate

3.3

Relevant Incoterms and trade terms are applied

3.4

Exception clauses to business conditions are drafted

3.5

Discrepancies are clarified and resolved to the satisfaction of all parties

4

Determine payment strategies

4.1

Financial risk management is analysed and available controls are implemented

4.2

Source and availability of funds for payment are identified

4.3

Currency payment methods - hedging, letters of credit, and payment by cheque upon/after shipment - are researched and analysed

4.4

Currency payment methods appropriate to the situation are selected

4.5

Expenditure phasing is planned and implemented

5

Arrange barter or countertrade

5.1

Strategic implications of arranging specific barter or countertrade are researched and analysed

5.2

Suppliers willing to engage in international barter or countertrade are determined

5.3

Commercial conditions for proposed barter or countertrade are negotiated, and agreement is reached with partners

5.4

Draft contract is prepared and legal expertise is accessed to check legality of contract agreement

5.5

Contracts are approved and issued

6

Determine logistics strategies

6.1

Requirements for pre-shipment inspection are ascertained and arrangements are made

6.2

Shipping and other transport risks and facilities are researched and analysed

6.3

Regulatory compliance requirements for importation into Australia are researched and analysed

6.4

Logistics strategies for the organisation are developed to take account of appropriate transport, insurance and regulatory compliance requirements

6.5

Approval is gained from relevant personnel for implementation of logistics strategies

7

Evaluate international purchasing strategies and implement identified improvements

7.1

Implementation of international purchasing strategies is reviewed

7.2

Improvements to international purchasing strategies are identified from the review process

7.3

Approval is gained to implement improvements to international purchasing strategies

7.4

Changes are communicated to relevant stakeholders and support is provided to implement improvements

7.5

Implementation of changes is monitored and reviewed to determine effectiveness of improvements

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

applying relevant legislation and workplace procedures

communicating and working effectively with others when managing international purchasing

completing documentation related to work activities

developing, implementing, managing and evaluating international purchasing strategies

modifying activities depending on operational contingencies, risk situations and environments

monitoring and prioritising work activities in terms of planned schedule

operating electronic communications equipment to required protocol

reading and interpreting instructions, procedures, information and signs relevant to work activities

reporting and/or rectifying identified problems, faults or malfunctions promptly, in accordance with regulatory requirements and workplace procedures

working systematically with required attention to detail without injury to self or others, or damage to goods or equipment.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements performance criteria and include knowledge of:

agencies involved in arranging importation such as customs brokers, freight forwarders, logistics and transport companies and consultants

commonwealth/state/territory government procurement guidelines

contracting requirements

disposals considerations

equal employment opportunity, equity and diversity principles and legislation

ethical issues

financial and accounting issues relevant to the contract

Incoterms

international markets and cultural considerations relevant to purchasing in supplier countries

legal aspects of negotiation

legal considerations

legislation, codes of practice and national standards including the Trade Practices Act, contract law, commercial law, quarantine legislation

methods of payment applicable to international purchasing including barter and countertrade

organisational procurement policies and practices for international purchasing

procedures for accepting goods or services

procurement approval processes

procurement negotiation practices

relevant insurance brokers and types of policies to cover risks

relevant sections of national and state/ territory regulatory requirements and codes of practice relating to restrictions and prohibitions on imports

requirements for completing relevant documentation

source of information and assistance external to the organisation such as regulatory authorities, customs brokers, Austrade, state/territory government departments or agencies, chambers of commerce

whole-of-life considerations.

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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Develop and document strategies for international purchasing

1.1

Strategic implications for international purchasing are researched and analysed

1.2

International market structures are researched

1.3

Export requirements of supplier country are researched and analysed

1.4

Strategies for international purchasing are drafted and submitted for approval

2

Implement international purchasing strategies

2.1

International purchasing strategies are communicated to relevant personnel and stakeholders

2.2

Support is provided to stakeholders to implement international purchasing strategies

2.3

Implementation of international purchasing strategies is monitored

2.4

Problems and issues arising from implementation of international purchasing strategies are identified and addressed

3

Undertake more complex international purchasing

3.1

Export markets and cultural considerations having a potential impact on international purchasing are researched and appropriate markets are chosen

3.2

International legal requirements on sale of goods and Australian regulatory controls applicable to imports into Australia are researched and applied as appropriate

3.3

Relevant Incoterms and trade terms are applied

3.4

Exception clauses to business conditions are drafted

3.5

Discrepancies are clarified and resolved to the satisfaction of all parties

4

Determine payment strategies

4.1

Financial risk management is analysed and available controls are implemented

4.2

Source and availability of funds for payment are identified

4.3

Currency payment methods - hedging, letters of credit, and payment by cheque upon/after shipment - are researched and analysed

4.4

Currency payment methods appropriate to the situation are selected

4.5

Expenditure phasing is planned and implemented

5

Arrange barter or countertrade

5.1

Strategic implications of arranging specific barter or countertrade are researched and analysed

5.2

Suppliers willing to engage in international barter or countertrade are determined

5.3

Commercial conditions for proposed barter or countertrade are negotiated, and agreement is reached with partners

5.4

Draft contract is prepared and legal expertise is accessed to check legality of contract agreement

5.5

Contracts are approved and issued

6

Determine logistics strategies

6.1

Requirements for pre-shipment inspection are ascertained and arrangements are made

6.2

Shipping and other transport risks and facilities are researched and analysed

6.3

Regulatory compliance requirements for importation into Australia are researched and analysed

6.4

Logistics strategies for the organisation are developed to take account of appropriate transport, insurance and regulatory compliance requirements

6.5

Approval is gained from relevant personnel for implementation of logistics strategies

7

Evaluate international purchasing strategies and implement identified improvements

7.1

Implementation of international purchasing strategies is reviewed

7.2

Improvements to international purchasing strategies are identified from the review process

7.3

Approval is gained to implement improvements to international purchasing strategies

7.4

Changes are communicated to relevant stakeholders and support is provided to implement improvements

7.5

Implementation of changes is monitored and reviewed to determine effectiveness of improvements

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions can be found in the Companion Volume Implementation Guide.

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
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Forms

Assessment Cover Sheet

TLIR5007 - Manage international purchasing
Assessment task 1: [title]

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I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

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Assessor name:

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Date:

Assessment Record Sheet

TLIR5007 - Manage international 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:

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