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Evidence Guide: PSPPCM005 - Develop and distribute requests for offers

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

 

PSPPCM005 - Develop and distribute requests for offers

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

Specify procurement requirement

  1. Undertake scoping of requirement to identify outcomes, objectives and practical requirements.
  2. Prepare statement of requirement.
  3. Consider needs of clients, end users and other stakeholders and incorporate into statement of requirement.
  4. Ensure procurement outcome is fair to, and achievable by, potential providers.
  5. Specify planned provider contract arrangements, standards of performance and codes of practice, incentives, disincentives and performance measures.
Undertake scoping of requirement to identify outcomes, objectives and practical requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare statement of requirement.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Consider needs of clients, end users and other stakeholders and incorporate into statement of requirement.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure procurement outcome is fair to, and achievable by, potential providers.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Specify planned provider contract arrangements, standards of performance and codes of practice, incentives, disincentives and performance measures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop request for offers

  1. Develop and clarify request for offers and contractual conditions suitable for procurement activity with clients, providers and/or experts as necessary.
  2. Develop and clarify contractual conditions suitable for procurement activity with clients, providers and/or experts as necessary.
  3. Obtain input on content of request for offer documents and proposed contractual conditions from market according to probity requirement of impartiality when possible and appropriate.
  4. Obtain approvals to approach marketplace.
  5. Maintain records relating to documenting request, and seeking, processing and closing offers.
Develop and clarify request for offers and contractual conditions suitable for procurement activity with clients, providers and/or experts as necessary.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop and clarify contractual conditions suitable for procurement activity with clients, providers and/or experts as necessary.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain input on content of request for offer documents and proposed contractual conditions from market according to probity requirement of impartiality when possible and appropriate.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain approvals to approach marketplace.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain records relating to documenting request, and seeking, processing and closing offers.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage offer evaluation plan

  1. Develop and document offer evaluation plan, including criteria for evaluation and approve prior to releasing formal request documentation to the market.
  2. Arrange specialist expertise to evaluate offers and membership of evaluation panel if required.
  3. Ensure offer evaluation plan complies with probity requirements, in particular impartiality and management of conflict of interest.
Develop and document offer evaluation plan, including criteria for evaluation and approve prior to releasing formal request documentation to the market.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Arrange specialist expertise to evaluate offers and membership of evaluation panel if required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure offer evaluation plan complies with probity requirements, in particular impartiality and management of conflict of interest.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage distribution and receipt of offers

  1. Disseminate request for offers.
  2. Clarify information in the request for offer as required.
  3. Disseminate requests for offers and closing offers in line with probity issues.
  4. Deal with late offers and non-conforming bids.
Disseminate request for offers.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Clarify information in the request for offer as required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Disseminate requests for offers and closing offers in line with probity issues.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Deal with late offers and non-conforming bids.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Specify procurement requirement

  1. Undertake scoping of requirement to identify outcomes, objectives and practical requirements.
  2. Prepare statement of requirement.
  3. Consider needs of clients, end users and other stakeholders and incorporate into statement of requirement.
  4. Ensure procurement outcome is fair to, and achievable by, potential providers.
  5. Specify planned provider contract arrangements, standards of performance and codes of practice, incentives, disincentives and performance measures.
Undertake scoping of requirement to identify outcomes, objectives and practical requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare statement of requirement.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Consider needs of clients, end users and other stakeholders and incorporate into statement of requirement.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure procurement outcome is fair to, and achievable by, potential providers.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Specify planned provider contract arrangements, standards of performance and codes of practice, incentives, disincentives and performance measures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop request for offers

  1. Develop and clarify request for offers and contractual conditions suitable for procurement activity with clients, providers and/or experts as necessary.
  2. Develop and clarify contractual conditions suitable for procurement activity with clients, providers and/or experts as necessary.
  3. Obtain input on content of request for offer documents and proposed contractual conditions from market according to probity requirement of impartiality when possible and appropriate.
  4. Obtain approvals to approach marketplace.
  5. Maintain records relating to documenting request, and seeking, processing and closing offers.
Develop and clarify request for offers and contractual conditions suitable for procurement activity with clients, providers and/or experts as necessary.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop and clarify contractual conditions suitable for procurement activity with clients, providers and/or experts as necessary.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain input on content of request for offer documents and proposed contractual conditions from market according to probity requirement of impartiality when possible and appropriate.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain approvals to approach marketplace.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain records relating to documenting request, and seeking, processing and closing offers.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage offer evaluation plan

  1. Develop and document offer evaluation plan, including criteria for evaluation and approve prior to releasing formal request documentation to the market.
  2. Arrange specialist expertise to evaluate offers and membership of evaluation panel if required.
  3. Ensure offer evaluation plan complies with probity requirements, in particular impartiality and management of conflict of interest.
Develop and document offer evaluation plan, including criteria for evaluation and approve prior to releasing formal request documentation to the market.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Arrange specialist expertise to evaluate offers and membership of evaluation panel if required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure offer evaluation plan complies with probity requirements, in particular impartiality and management of conflict of interest.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage distribution and receipt of offers

  1. Disseminate request for offers.
  2. Clarify information in the request for offer as required.
  3. Disseminate requests for offers and closing offers in line with probity issues.
  4. Deal with late offers and non-conforming bids.
Disseminate request for offers.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Clarify information in the request for offer as required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Disseminate requests for offers and closing offers in line with probity issues.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Deal with late offers and non-conforming bids.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENTS

PERFORMANCE CRITERIA

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 section.

1. Specify procurement requirement

1.1 Undertake scoping of requirement to identify outcomes, objectives and practical requirements.

1.2 Prepare statement of requirement.

1.3 Consider needs of clients, end users and other stakeholders and incorporate into statement of requirement.

1.4 Ensure procurement outcome is fair to, and achievable by, potential providers.

1.5 Specify planned provider contract arrangements, standards of performance and codes of practice, incentives, disincentives and performance measures.

2. Develop request for offers

2.1 Develop and clarify request for offers and contractual conditions suitable for procurement activity with clients, providers and/or experts as necessary.

2.2 Develop and clarify contractual conditions suitable for procurement activity with clients, providers and/or experts as necessary.

2.3 Obtain input on content of request for offer documents and proposed contractual conditions from market according to probity requirement of impartiality when possible and appropriate.

2.4 Obtain approvals to approach marketplace.

2.5 Maintain records relating to documenting request, and seeking, processing and closing offers.

3. Manage offer evaluation plan

3.1 Develop and document offer evaluation plan, including criteria for evaluation and approve prior to releasing formal request documentation to the market.

3.2 Arrange specialist expertise to evaluate offers and membership of evaluation panel if required.

3.3 Ensure offer evaluation plan complies with probity requirements, in particular impartiality and management of conflict of interest.

4. Manage distribution and receipt of offers

4.1 Disseminate request for offers.

4.2 Clarify information in the request for offer as required.

4.3 Disseminate requests for offers and closing offers in line with probity issues.

4.4 Deal with late offers and non-conforming bids.

Required Skills and Knowledge

ELEMENTS

PERFORMANCE CRITERIA

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 section.

1. Specify procurement requirement

1.1 Undertake scoping of requirement to identify outcomes, objectives and practical requirements.

1.2 Prepare statement of requirement.

1.3 Consider needs of clients, end users and other stakeholders and incorporate into statement of requirement.

1.4 Ensure procurement outcome is fair to, and achievable by, potential providers.

1.5 Specify planned provider contract arrangements, standards of performance and codes of practice, incentives, disincentives and performance measures.

2. Develop request for offers

2.1 Develop and clarify request for offers and contractual conditions suitable for procurement activity with clients, providers and/or experts as necessary.

2.2 Develop and clarify contractual conditions suitable for procurement activity with clients, providers and/or experts as necessary.

2.3 Obtain input on content of request for offer documents and proposed contractual conditions from market according to probity requirement of impartiality when possible and appropriate.

2.4 Obtain approvals to approach marketplace.

2.5 Maintain records relating to documenting request, and seeking, processing and closing offers.

3. Manage offer evaluation plan

3.1 Develop and document offer evaluation plan, including criteria for evaluation and approve prior to releasing formal request documentation to the market.

3.2 Arrange specialist expertise to evaluate offers and membership of evaluation panel if required.

3.3 Ensure offer evaluation plan complies with probity requirements, in particular impartiality and management of conflict of interest.

4. Manage distribution and receipt of offers

4.1 Disseminate request for offers.

4.2 Clarify information in the request for offer as required.

4.3 Disseminate requests for offers and closing offers in line with probity issues.

4.4 Deal with late offers and non-conforming bids.

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

consulting with stakeholders, specialists and providers

reading complex documents

applying probity requirements in specifying and developing requests for offers, providing briefings and information, and receiving offers

managing the release of documents to stakeholders

learning skills to keep up-to-date with relevant procurement legislation, policies and procedures

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

Commonwealth, state or territory, and local government legislation, policies, practices and guidelines: relating to requests for offers, including environmental purchasing and corporate social responsibility guidance

organisational procurement policies, practices and approval processes

probity principles and issues

codes of conduct, codes of practice and standards of individual behaviour relating to developing and receiving requests for offers

issues to be considered when developing requests for offers, including things like buying locally, and open or restricted opportunities to tender

aspects of law of contract, laws of tort, trade practices law, commercial law and other legislation relating to requests for offers