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.
Elements and Performance Criteria
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 |
Foundation Skills
This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.
Skill | Performance Criteria | Description |
Reading | 1.1, 1.3, 2.1, 2.4, 4.2, 4.5-4.7 | Gathers and interprets a range of textual information to identify relevant key information |
Writing | 1.3, 1.4, 2.3, 4.3, 4.6, 4.8, 4.9 | Creates everyday workplace documentation l using terminology and format relevant to audience and purpose |
Oral Communication | 1.1, 1.4, 3.2, 3.3, 4.3, 4.8, 4.9 | Uses suitable language to liaise with suppliers and clarify information within the organisation Uses active questioning and listening techniques to confirm requirements |
Navigate the world of work | 1.1, 2.4, 3.3, 4.2, 4.5, 4.6 | Follows organisational procedures and policies Understands how own role connects with others and contributes to broader work goals |
Get the work done | 1.2, 1.3, 2.1-2.4, 3.1, 4.1, 4.3-4.7 | Takes responsibility for planning, sequencing and prioritising tasks for efficient and effective outcomes Implements standard procedures to make routine decisions Uses the main features and functions of digital tools to complete work tasks |
Sectors
Administration – Purchasing and Contracting