This unit requires the individual to purchase materials and schedule deliveries for production and/or storage. It is applicable to a production section or a stores/warehouse.

ELEMENT

PERFORMANCE CRITERIA

1. Identify material requirements

1.1. Customer/client is consulted as appropriate and customer order specifications detailed

1.2. Supporting production data is examined

1.3. Materials required are identified including type, quality and quantity

1.4. Quantities required are estimated according to predetermined standards

1.5. Purchase order/list is developed according to enterprise standard operating procedures

2. Purchase materials and schedule deliveries

2.1. Delivery requirements are determined from production plan

2.2. Supplier/vendor is informed of requirements and specifications

2.3. Supply/purchasing schedules are adjusted where required according to enterprise standard operating procedures

Required skills

OHS in relation to operating machinery such as safely switching off machinery before cleaning is started

communication of ideas and information by liaising with production management and suppliers to ensure consumables are available

collecting, analysing and organising information by gathering and using information about supplies and suppliers, delivery times, usage rates

planning and organising activities by identifying required materials and organising delivery to support production schedule

teamwork when liaising with production management and suppliers to ensure consumables are available

mathematical ideas and techniques by examining production data and determining material requirements

problem-solving skills by finding alternative suppliers if required and rescheduling deliveries to meet production exigencies

use of technology by using computerised stock and order systems

Required knowledge

determining materials and purchasing requirements

obtaining customer order specifications

necessity to keep an accurate stock control system

manual or computer stock control systems that are in place

replenishing stocks when needed

purchasing procedures

preferred suppliers and the products they supply

raising an order and by whom

contracts that are listed for purchase orders

reasons for purchasing contracts

responsibility for determining the required quantity in the order

special instructions that could be listed on the order

maintaining accurate purchasing records

scheduling materials delivery

procedures if delivery requirements cannot be met

possible alternatives if delivery requirements cannot be met

notification if delivery requirements cannot be met

adjusting purchasing schedules

effects that could atmospheric conditions have on materials in storage

effects that could UV light have on materials in storage

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

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

Evidence of the ability to:

correctly purchasing materials and scheduling their delivery

demonstrate an ability to find and use information relevant to the task from a variety of information sources

produce a portfolio of paperwork that shows scheduling and purchasing of material deliveries. This should include a record of at least a month during which there were no major interruptions of production caused by absence of materials and no excess inventory in stock

evidence for assessment may be gathered from assessment of the unit of competency alone or through an integrated assessment activity.

Context of and specific resources for assessment

Assessment must ensure:

assessment may take place on the job, off the job or a combination of these. Off the job assessment must be undertaken in a closely simulated workplace environment.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.

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.

Purchasing specifications may include:

determined from standard job sheets, written and verbal instruction.

Purchasing schedules may include:

on site procedures developed for pre-contracted suppliers/vendors.

Contract preparation may include:

manual or electronic systems utilising on site system.

Context may include:

working within a production team or a warehouse/store section servicing a number of production teams.

Unit sector

Support

This unit contains employability skills.