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Evidence Guide: BSBPUR403B - Conduct international purchasing

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

 

BSBPUR403B - Conduct international purchasing

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

Source international suppliers

  1. Identify goods to be purchased internationally
  2. Research potential sources of supply from relevant information sources
  3. Examine market structures for proposed purchases
  4. Determine regulations governing international purchasing
  5. Identify potential sources of supply from research
  6. Seek assistance and clarification as required on which workplace procedures, policies and regulations govern the international purchasing of specified goods
  7. Apply workplace procedures, policies and regulations governing the international purchasing of specified goods
Identify goods to be purchased internationally

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Research potential sources of supply from relevant information sources

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Examine market structures for proposed purchases

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine regulations governing international purchasing

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify potential sources of supply from research

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Seek assistance and clarification as required on which workplace procedures, policies and regulations govern the international purchasing of specified goods

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply workplace procedures, policies and regulations governing the international purchasing of specified goods

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare invitations to offer for imported goods

  1. Obtain and clarify specifications of requirements for international purchasing of specified goods from relevant personnel as required
  2. Select purchasing strategy most appropriate to the proposed purchase
  3. Develop and document invitations to offer
  4. Ensure invitations to offer are checked for compliance with regulations, organisation's policies and procedures and description of required goods
  5. Develop, document and obtain approval for criteria for evaluating offers
  6. Issue invitations to offer to prospective suppliers after gaining approval from relevant personnel to release them
Obtain and clarify specifications of requirements for international purchasing of specified goods from relevant personnel as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select purchasing strategy most appropriate to the proposed purchase

Completed
Date:

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Develop and document invitations to offer

Completed
Date:

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Ensure invitations to offer are checked for compliance with regulations, organisation's policies and procedures and description of required goods

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop, document and obtain approval for criteria for evaluating offers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Issue invitations to offer to prospective suppliers after gaining approval from relevant personnel to release them

Completed
Date:

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Prepare recommendations in response to offers

  1. Receive offer documents from suppliers
  2. Assess offer documents against documented criteria and requirements of purchasing strategies
  3. Seek further information from suppliers, as required, to clarify offers
  4. Evaluate offers against purchasing criteria
  5. Select preferred offer and make recommendation for approval to relevant personnel
  6. Obtain approval for recommended offers
Receive offer documents from suppliers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess offer documents against documented criteria and requirements of purchasing strategies

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Seek further information from suppliers, as required, to clarify offers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate offers against purchasing criteria

Completed
Date:

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Select preferred offer and make recommendation for approval to relevant personnel

Completed
Date:

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Obtain approval for recommended offers

Completed
Date:

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Action successful offers

  1. Draft contract with successful supplier
  2. Access legal expertise to ensure legality of contract agreements
  3. Issue contract in accordance with received approval
  4. Inform unsuccessful offers of outcome of evaluation process
Draft contract with successful supplier

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Access legal expertise to ensure legality of contract agreements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Issue contract in accordance with received approval

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Inform unsuccessful offers of outcome of evaluation process

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Arrange importation of goods

  1. Assess risks in ownership and transport of goods from point of delivery to final destination
  2. Arrange relevant insurance cover
  3. Seek agents as required to arrange inspection, packing, transport, importation, customs clearance and delivery of goods into store
  4. Satisfy statutory and regulatory requirements including fumigation and export/import controls
  5. Ensure supply and logistics channels are managed to delivery of goods is achieved satisfactorily and within designated timelines
Assess risks in ownership and transport of goods from point of delivery to final destination

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Arrange relevant insurance cover

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Seek agents as required to arrange inspection, packing, transport, importation, customs clearance and delivery of goods into store

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Satisfy statutory and regulatory requirements including fumigation and export/import controls

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure supply and logistics channels are managed to delivery of goods is achieved satisfactorily and within designated timelines

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Arrange provision of foreign currency payments

  1. Obtain advice on payment strategy to be followed
  2. Receive arrangements made to initiate currency hedging, letter of credit or payment by direct cheque in accordance with advice
  3. Authorise payments at appropriate times
Obtain advice on payment strategy to be followed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Receive arrangements made to initiate currency hedging, letter of credit or payment by direct cheque in accordance with advice

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Authorise payments at appropriate times

Completed
Date:

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Ensure all contractual obligations are satisfied

  1. Ensure that actions are taken to ensure that any non-compliance with contractual conditions and specifications is rectified
Ensure that actions are taken to ensure that any non-compliance with contractual conditions and specifications is rectified

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:

sourcing of international suppliers for specified goods

preparation and issuing of invitations to offer

evaluation and selection of successful offers

issuing of contracts with preferred suppliers

informing unsuccessful suppliers of outcome of evaluation process.

Context of and specific resources for assessment

Assessment must ensure:

access to an actual workplace or simulated environment

access to office equipment and resources

organisation's purchasing strategies and relevant purchasing records.

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:

analysis of responses to case studies and scenarios

assessment of draft and finalised invitations to offer and contracts for the supply of international goods

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

observation of evaluating offers against selection criteria

observation of contacting successful and unsuccessful suppliers about the awarding of the contract

oral or written questioning to assess knowledge

review testimony from team members, colleagues, supervisors or managers

review of authenticated documents from the workplace or training environment.

Guidance information for assessment

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

other purchasing units.

Required Skills and Knowledge

Required skills

culturally appropriate communication skills to relate to people from diverse backgrounds and people with diverse abilities

information management skills to prepare invitations to offer accurately and in sufficient detail

organisation and time management skills to source suppliers and release required documentation in a timely fashion

literacy skills to document invitations to offer

communication skills to liaise with suppliers and in gaining approvals and advice from others involve din the purchasing process

skills to conduct a risk assessment for purchasing the specified goods from each supplier.

Required knowledge

identification and overview knowledge of key provisions of relevant legislation from all levels of government that affects business operations, codes of practice and national standards, such as:

consumer protection legislation

contract law

import of goods and services, where relevant

sale of goods legislation

Trade Practices Act

methods of payment applicable to international purchasing

organisational policies and procedures for international purchasing

range of agencies and organisations involved in arranging importation arrangements such as:

consultants

customs brokers

freight forwarders

logistics and transport companies

relevant insurance brokers and range of available types of policies to cover risks of international purchasing

relevant insurance brokers and range of available types of policies to cover risks of international purchasing

sources of information and assistance external to organisation, for example:

Austrade

chambers of commerce

customs brokers

regulatory authorities such as Australian Custom Service (ACS) and Australian Quarantine Inspection Service (AQIS)

state/territory government departments or agencies.

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.

Information sources may include:

Austrade and state/territory government departments or agencies and chambers of commerce

catalogues and directories

existing databases of suppliers

international branches and affiliates of organisation

internet

trade or industry publications

Regulations may include:

Australian Customs Act

legislation, codes of practice and national standards, for example:

other Australian legislation relating to restrictions and prohibitions on imports

quarantine legislation

Assistance and clarification may be sought from:

external parties, for example regulatory authorities such as:

Australian Customs Service (ACS)

Australian Quarantine Inspection Service (AQIS)

customs brokers

Austrade

manager or other personnel within the organisation

Specifications may include:

designated timelines

indications of price range to be paid

packaging requirements

quantities required

relevant quality parameters for goods

size, capacity and volume of individual items

technical descriptions of goods to be purchased

Criteria for evaluating offers may include:

any preferences for country of origin

availability and ability to meet designated timelines

clarity of offer

cost structure

quality parameters

value adding offered by suppliers including technical support and guarantees

Agents include:

customs brokers

freight forwarders

logistics and transport companies and consultants

Actions may include:

imposition of fines or penalties

interventions by self

referral to more senior personnel within organisation, regulatory bodies and agents involved in arranging importation of goods