This unit involves the skills and knowledge required to source and purchase/order materials/parts for installation or service jobs.

It includes determining job specifications, using manufacturer catalogues, making purchasing enquiries, selecting appropriate materials/parts and completing relevant purchasing documentation.

In this unit, the value of materials for small installation jobs is limited to $AUD20 ,000.

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

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Determine relevant materials/parts to purchase

1.1

Work health and safety (WHS)/occupational health and safety (OHS) procedures for a given work area are identified, obtained and applied in accordance with workplace procedures

1.2

WHS/OHS risk control measures and workplace procedures are followed

1.3

Scope of installation or service work is determined from job specification drawings and/or results of service calls

1.4

Materials/parts required for work are determined from job specifications or service calls

1.5

Materials/parts required are documented in accordance with workplace procedures

2

Procure materials/parts

2.1

Source of materials/parts are determined based on availability and price in accordance with workplace procurement procedures

2.2

Approval to purchase alternative materials/parts is sought from supervisor in accordance with workplace procurement procedures

2.3

Prices for the supply of materials/parts, particularly non-standard high-cost items, is sought in accordance with workplace procurement procedures

2.4

Approval to purchase materials/parts is obtained in writing from the customer or relevant person/s in accordance with workplace procurement procedures

2.5

Purchases are initiated based on price and availability of materials/parts within the required timeframe and in accordance with workplace procurement procedures

2.6

Appropriate information technology is used to source and purchase materials/parts

3

Document materials/parts purchases

3.1

Materials/parts purchased are allocated against the appropriate jobs

3.2

Materials/parts purchases are documented in accordance with workplace procurement procedures

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria and range of conditions on at least two separate occasions and include:

applying at least two different methods to source materials

applying relevant work health and safety (WHS)/occupational health and safety (OHS) requirements, including risk control measures

dealing with unplanned events in accordance with workplace procurement procedures

determining material and part availability and arranging supply

determining relevant materials/parts to purchase

determining scope of work and materials/parts procurement requirements from job specifications

documenting materials/parts purchases

obtaining approval to purchase in accordance with workplace procurement procedures

sourcing, obtaining quotes and purchasing appropriate materials/parts in accordance with workplace procurement procedures.

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

computers and applications, including:

entering information

printing

saving

selecting application

starting up

job or project specifications

relevant part and material manufacturer specifications

relevant risk mitigation processes including risk control measures

relevant WHS/OHS legislated requirements

relevant workplace documentation, including:

methods for recording and maintaining work records

purpose and extent of work activities records

regulatory work record requirements

types of records for maintaining work activities

relevant workplace policies and procedures, including procurement procedures, including:

common or preferred suppliers

delegated authority to purchase

procurement approvals process and procedures

purchasing systems

sources or suppliers for obtaining materials/parts

workplace communication methods, including:

communicating with customers

communicating with personnel

communicating with suppliers

oral and written communication.

Assessors must hold credentials specified within the Standards for Registered Training Organisations current at the time of assessment.

Assessment must satisfy the Principles of Assessment and Rules of Evidence and all regulatory requirements included within 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 must include access to:

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

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

applicable documentation, including workplace procedures, industry standards, equipment specifications, regulations, codes of practice and operation manuals.

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

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

Non-essential conditions may be found in the UEE Electrotechnology Training Package Companion Volume Implementation Guide.

Sourcing and purchasing materials/parts must include at least one of the following electrotechnology disciplines:

automation technologies

computers

data communications

electrical

electrical machines

electronics

fire protection

instrumentation

refrigeration and air conditioning

renewable/sustainable energy

security technology

Materials or parts purchased price documentation must include:

discounts

goods and service tax (GST)

delivery costs

Purchase value of electrotechnology installation or service materials for small installation jobs is:

limited to $AU20,000

Electrotechnology

Commercial