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Evidence Guide: CPPDSM4047 - Implement and monitor procurement process

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

 

CPPDSM4047 - Implement and monitor procurement process

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

Determine procurement requirements.

  1. Procurement requirements and objectives are identified.
  2. Information on procurement requirements is gathered and reviewed to determine appropriate procurement process and timelines.
  3. Factors likely to affect procurement objectives are identified.
  4. Own limitations of authority are identified and appropriate approvals gained as required.
Procurement requirements and objectives are identified.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Information on procurement requirements is gathered and reviewed to determine appropriate procurement process and timelines.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Factors likely to affect procurement objectives are identified.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Own limitations of authority are identified and appropriate approvals gained as required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor procurement process.

  1. Procurement process is systematically monitored and variations to supply are identified.
  2. Effective communication channels are used to ensure accurate communication flow with suppliers.
  3. Expenditure and resource usage are monitored to ensure procurement objectives are achieved within budget parameters.
  4. Reliable methods of monitoring procurement are used to ensure efficient use of time and resources.
Procurement process is systematically monitored and variations to supply are identified.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Effective communication channels are used to ensure accurate communication flow with suppliers.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Expenditure and resource usage are monitored to ensure procurement objectives are achieved within budget parameters.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Reliable methods of monitoring procurement are used to ensure efficient use of time and resources.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Finalise procurement process.

  1. Purchase of goods and services is completed within designated timeframes.
  2. Inspection is arranged to confirm procurement meets required quality standards and procurement objectives.
  3. Defects or variances to procurement objectives are identified and prompt remedial action is taken.
  4. Procurement system and records, and reports on procurement process, are maintained using business equipment and technology.
Purchase of goods and services is completed within designated timeframes.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Inspection is arranged to confirm procurement meets required quality standards and procurement objectives.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Defects or variances to procurement objectives are identified and prompt remedial action is taken.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Procurement system and records, and reports on procurement process, are maintained using business equipment and technology.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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.

1.

Determine procurement requirements.

1.1.

Procurement requirements and objectives are identified.

1.2.

Information on procurement requirements is gathered and reviewed to determine appropriate procurement process and timelines.

1.3.

Factors likely to affect procurement objectives are identified.

1.4.

Own limitations of authority are identified and appropriate approvals gained as required.

2.

Monitor procurement process.

2.1.

Procurement process is systematically monitored and variations to supply are identified.

2.2.

Effective communication channels are used to ensure accurate communication flow with suppliers.

2.3.

Expenditure and resource usage are monitored to ensure procurement objectives are achieved within budget parameters.

2.4.

Reliable methods of monitoring procurement are used to ensure efficient use of time and resources.

3.

Finalise procurement process.

3.1.

Purchase of goods and services is completed within designated timeframes.

3.2.

Inspection is arranged to confirm procurement meets required quality standards and procurement objectives.

3.3.

Defects or variances to procurement objectives are identified and prompt remedial action is taken.

3.4.

Procurement system and records, and reports on procurement process, are maintained using business equipment and technology.

Required Skills and Knowledge

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.

1.

Determine procurement requirements.

1.1.

Procurement requirements and objectives are identified.

1.2.

Information on procurement requirements is gathered and reviewed to determine appropriate procurement process and timelines.

1.3.

Factors likely to affect procurement objectives are identified.

1.4.

Own limitations of authority are identified and appropriate approvals gained as required.

2.

Monitor procurement process.

2.1.

Procurement process is systematically monitored and variations to supply are identified.

2.2.

Effective communication channels are used to ensure accurate communication flow with suppliers.

2.3.

Expenditure and resource usage are monitored to ensure procurement objectives are achieved within budget parameters.

2.4.

Reliable methods of monitoring procurement are used to ensure efficient use of time and resources.

3.

Finalise procurement process.

3.1.

Purchase of goods and services is completed within designated timeframes.

3.2.

Inspection is arranged to confirm procurement meets required quality standards and procurement objectives.

3.3.

Defects or variances to procurement objectives are identified and prompt remedial action is taken.

3.4.

Procurement system and records, and reports on procurement process, are maintained using business equipment and technology.

A person demonstrating competency in this unit must satisfy all of the elements, performance criteria, foundation skills and range of conditions of this unit.

The person must also implement and monitor purchasing processes for two different goods or services relating to managing a building or facility.

Each product or service must be procured using a different procurement method selected from the following:

open tendering

request for proposal

request for quotation

restricted tendering

single source

two-stage tendering.

In doing the above, the person must:

review procurement objectives and relevant information to determine procurement processes, and source appropriate authority or delegations for procurement

finalise procurement process within agreed timeframes, using business equipment and technology to maintain records and reports

apply knowledge of organisation’s practices, ethical standards, and legislative requirements associated with implementing and monitoring purchasing processes for goods and services

use effective oral and written communication to effectively monitor the implementation of the procurement process against budget parameters.

A person demonstrating competency in this unit must demonstrate knowledge of:

benefits and risks associated with, and procedures for, the following procurement processes:

open tendering

request for proposal

request for quotation

restricted tendering

single source

two-stage tendering

best practice procurement principles

implications of warranties, guarantees and exclusions relating to goods and services

key principles of procurement, including:

accountability and recording

ethics and fair dealing

open and effective competition

planning and professionalism

value for money

limitations of own work role, responsibilities and professional abilities

key requirements of federal, state or territory legislation and local government regulations relating to:

anti-discrimination

consumer protection

environmental issues

equal employment opportunity (EEO)

financial probity

franchise and business structures

industrial relations

work health and safety (WHS).

Range Statement

This section specifies work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included. Bold italicised wording, if used in the performance criteria, is detailed below.

Procurement process must include at least two of the following:

open tendering

request for proposal

request for quotation

restricted tendering

single source

two stage tendering.