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Evidence Guide: BSBPMG408A - Apply contract and procurement procedures

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

BSBPMG408A - Apply contract and procurement procedures

What evidence can you provide to prove your understanding of each of the following citeria?

Assist with contract and procurement planning

  1. Contribute to the establishment of procurement requirements
  2. Act under delegated authority to contribute to the development of the procurement management plan
  3. Contribute to the development of project documentation for contract definition and formation
Contribute to the establishment of procurement requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Act under delegated authority to contribute to the development of the procurement management plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Contribute to the development of project documentation for contract definition and formation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Contribute to contractor selection process

  1. Gather and evaluate information on potential suppliers
  2. Make recommendations to assist in selection of preferred contractors
  3. Provide contribution to the definition of agreed terms and conditions with preferred contractor/s
  4. Assist with the development of the final tendering and contractual documentation
Gather and evaluate information on potential suppliers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Make recommendations to assist in selection of preferred contractors

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide contribution to the definition of agreed terms and conditions with preferred contractor/s

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assist with the development of the final tendering and contractual documentation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct contracting and procurement activities

  1. Undertake procurement activities and maintain information so that reporting, confidentiality and audit requirements are met
  2. Receive, reconcile and register supplies in accordance with established procedures to facilitate payment throughout project
  3. Monitor and control contractors and suppliers and their activities for compliance with designated responsibilities, deliverables, time/cost and quality conformance and other requirements
Undertake procurement activities and maintain information so that reporting, confidentiality and audit requirements are met

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Receive, reconcile and register supplies in accordance with established procedures to facilitate payment throughout project

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor and control contractors and suppliers and their activities for compliance with designated responsibilities, deliverables, time/cost and quality conformance and other requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct finalisation activities

  1. Test and accept supplies to ensure quality and suitability for purpose
  2. Provide assistance in the ongoing review of project outcomes using available records and information to determine the effectiveness of contracting and procurement activities
  3. Report contracting and procurement management issues and responses to others for application in future projects
Test and accept supplies to ensure quality and suitability for purpose

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide assistance in the ongoing review of project outcomes using available records and information to determine the effectiveness of contracting and procurement activities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Report contracting and procurement management issues and responses to others for application in future projects

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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 following is essential:

application of procurement and contract management techniques in relation to multiple complex projects

knowledge of the place and role of procurement in the project life cycle.

Context of and specific resources for assessment

Assessment must ensure:

access to examples of project contract and procurement documentation

access to records of project team participation in procurement tasks and activities.

Method of assessment

A range of assessment methods should be used to assess practical skill and knowledge. The following assessment methods 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

analysis of responses addressing different case studies and scenarios which present issues and problems in procurement

oral or written questioning to assess knowledge of strategies for project procurement and contracting and their application to different situations

review of procurement and contract management plans and other documentation associated with procurement processes

evaluation of information gathered on potential suppliers

assessment of recommendations made to assist in selecting preferred contractors

assessment of reports produced about contracting and procurement management issues.

Guidance information for assessment

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

other units from the Certificate IV in Project Management.

Required Skills and Knowledge

Required skills

organisational skills to participate in contract and procurement management

literacy skills to read and interpret contracts and procurement documentation

interpersonal skills to communicate effectively with contractors and suppliers about contract performance and obligations.

Required knowledge

contract and procurement management framework as applied to project management

project procurement and contract management tools and techniques

broad legal contractual obligations of each party.

Range Statement

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.

Delegated authority means:

subject to frequent change in a multi-disciplinary environment

under limited guidance and supervision

within agreed authorisation and limits

within established organisational framework, procedures and routines

Procurement activities may include:

conducting transfer and disposal actions

confirming details and obtaining additional information about quotes etc.

formally receipting goods and services or providing formal notice of delivery of goods and services

identifying occupational health and safety (OHS) issues

liaising with client, contractors, sub-contractors and other stakeholders

maintaining registers and lists

obtaining approvals from higher project authorities

obtaining quotes from potential suppliers, providing quotes to potential clients or collaborating agencies and alliances

planning, specifying and/or conducting test and acceptance procedures

audit of environmentally sustainable supply practices

processing payment documentation

Reviews may include evaluations of:

agreed major milestones, for example phases and sub-contracts

changes of key personnel

delivery of major deliverables

finalisation of project and other agreed milestones

Records may include:

assets and disposal actions

lists of suppliers

procurement logs, registers

procurement reports

records of contract planning, formation, negotiation or administration

quotes, invoices and receipts

test and acceptance results

Others may include:

higher project authorities

project manager

project specialists or personnel

team members