Plan procurement


This unit describes the skills required to plan, justify and approve of procurement requirements to achieve the required outcome. It includes defining and justifying the need, researching potential impact and risks, and securing organisational support to proceed with procurement activity

This unit applies to those working as public sector staff required to plan procurement.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work under minor supervision, while performing complex tasks in familiar context.

No licensing, legislative or certification requirements apply to unit at the time of publication.

Elements and Performance Criteria



Elements describe the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions section.

1. Interpret procurement requirements

1.1 Consult with stakeholders to determine whether viable alternatives to procurement exist that address identified business need, to define and clarify requirements, and to justify the procurement decision.

1.2 Conduct scoping of procurement requirements identifying outcomes, objectives and logistics or supply chain factors.

1.3 Conduct market analysis to identify factors that may impact on procurement decisions.

1.4 Confirm procurement approvals and appropriations for whole-of-life of the activity.

1.5 Access information on sources of supply to determine possible providers and identify and resolve any conflict of interest.

1.6 Specify planned provider contract arrangements.

1.7 Investigate issues and opportunities for integration into procurement activity.

2. Plan procurement activities

2.1 Outline procurement requirement from transition to close out.

2.2 Plan opportunities to obtain stakeholder input at all stages of the procurement process.

2.3 Confirm resource requirements and nominate responsible authorities.

2.4 Include strategies for briefing potential bidders when required, and ensure they are practical and meet probity requirements of fairness and impartiality, public sector standards and organisational protocols.

3. Manage procurement plans

3.1 Develop and approve procurement documentation and procurement plan which contains relevant detail about the procurement process and desired business outcomes.

3.2 Seek stakeholder input at all stages during the development of the procurement plan.

3.3 Consider probity risks in the procurement process.

3.4 Communicate approved procurement plan or strategy to stakeholders.

Evidence of Performance

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

consulting with stakeholders

writing a procurement requirement

analysing issues relating to procurement need

making comparisons, justifying a point of view and providing supporting evidence

researching issues relating to procurement need

planning issues relating to procurement need

learning skills to keep up-to-date with relevant procurement legislation, policies and procedures

Evidence of Knowledge

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

Commonwealth, state or territory, and local government legislation, policies, practices and guidelines relating to contract management, including environmental purchasing and corporate social responsibility guidance

organisational procurement policies, practices and approval processes

probity principles and issues

codes of conduct, codes of practice and standards of individual behaviour relating to procurement

life cycle costs

whole-of-life considerations

technical knowledge or subject matter expertise in the goods or services being procured

aspects of law of contract, laws of tort, trade practices law, commercial law and other legislation relating to receipt and evaluation of offers, negotiation and award of contracts

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Foundation Skills

Foundation skills are embedded within the elements and performance criteria of this unit.

Competency Field