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Evidence Guide: BSBPMG609A - Direct procurement and contracting for a project program

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

 

BSBPMG609A - Direct procurement and contracting for a project program

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

Direct planning for project contracting and procurement

  1. Direct product specifications and procurement requirements for procurement and contract planning, in consultation with appropriate stakeholders
  2. Direct development of procurement strategies, methods and management plans in line with project objectives across the program
Direct product specifications and procurement requirements for procurement and contract planning, in consultation with appropriate stakeholders

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Direct development of procurement strategies, methods and management plans in line with project objectives across the program

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Direct set up of contract and procurement process

  1. Direct project managers to source organisations that meet procurement requirements
  2. Establish selection processes and selection criteria, in consultation with stakeholders, and arrange for communication to prospective contractors
  3. Ensure contract and procurement actions accord with organisation and program objectives
Direct project managers to source organisations that meet procurement requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish selection processes and selection criteria, in consultation with stakeholders, and arrange for communication to prospective contractors

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure contract and procurement actions accord with organisation and program objectives

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Direct management of contract and procurement process

  1. Provide direction for requirements of proposals and arrange communication to prospective contractors
  2. Ensure responses are evaluated and preferred contractors are selected in accordance with agreed selection processes
  3. Direct negotiation of contract terms and conditions between client and preferred contractor
Provide direction for requirements of proposals and arrange communication to prospective contractors

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure responses are evaluated and preferred contractors are selected in accordance with agreed selection processes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Direct negotiation of contract terms and conditions between client and preferred contractor

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Direct management of contracts

  1. Direct management of contract and procurement activities in accordance with program contract and procurement management guidelines
  2. Provide direction for regular reviews from available records and information, and ensure variances are analysed and changes are agreed for implementation
  3. Ensure project managers work within the legal and organisational framework for contracts
  4. Identify potential, perceived and actual contractual conflicts and approve remedial actions to minimise disruption
Direct management of contract and procurement activities in accordance with program contract and procurement management guidelines

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide direction for regular reviews from available records and information, and ensure variances are analysed and changes are agreed for implementation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure project managers work within the legal and organisational framework for contracts

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify potential, perceived and actual contractual conflicts and approve remedial actions to minimise disruption

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Direct finalisation of contracts

  1. Direct finalisation activities for management of contract deliverables in accordance with contractual project and program requirements
  2. Direct review and analysis of project outcomes to determine the effectiveness of contract and procurement processes and procedures
  3. Aggregate and use lessons learned for application in planning and implementation of later projects within the program and, where appropriate, pass on to organisational management for use in strategic planning
Direct finalisation activities for management of contract deliverables in accordance with contractual project and program requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Direct review and analysis of project outcomes to determine the effectiveness of contract and procurement processes and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Aggregate and use lessons learned for application in planning and implementation of later projects within the program and, where appropriate, pass on to organisational management for use in strategic planning

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:

demonstrated experience in successfully directing procurement and contract management processes across a range of concurrent projects

knowledge of contract management and legal obligations.

Context of and specific resources for assessment

Assessment must ensure:

access to workplace contractual and procurement documentation

consideration of feedback from project team and stakeholders as to how procurement and contractual processes were handled.

Method of assessment

A range of assessment methods should be used to assess practical skill 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 of scope management techniques by the candidate

analysis of responses addressing different project scope management case studies and scenarios

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

review of established selection processes and selection criteria and how they were communicated to prospective contractors

assessment of identified potential, perceived and actual contractual conflicts and remedial actions taken to minimise disruption.

Guidance information for assessment

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

other units in the Advanced Diploma of Project Management.

Required Skills and Knowledge

Required skills

literacy skills to communicate decisions, to comprehend complex contractual provisions and to write quality reports

negotiation skills to set up contracts, to agree prices and terms, and to resolve disputes

planning and organising skills to ensure procurement processes are properly established and sequenced

analytical skills to review program performance and to recommend improvements.

Required knowledge

contract management and legal obligations of both parties

procurement processes and options.

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.

Procurement strategies, methods and management plans may include:

conflict resolution processes

contract performance plans and an associated performance monitoring processes

contractor and sub-contractor responsibilities, controls and reporting relationships

explanatory information (for example background, restrictions or expectations) relating to special terms and conditions, planning for long lead-time items and critical program components, and transition plans

procurement, test and acceptance procedures and payment schedules

Proposals may take the form of:

expressions of interest

quotations

submissions

tenders

Records may take the form of:

contract analysis, evaluation of options and strategy development

contract discharge procedures and outcomes

contract negotiation documentation, for example contract negotiation strategies, plans, team and individual directives

contractor identification, evaluation and selection records

development and management of contract change procedures

procurement management lessons learned

procurement management plans

product specifications

progress measurement and conflict resolution process records

test and acceptance procedures