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Evidence Guide: PSPPCM012 - Plan for procurement outcomes

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

 

PSPPCM012 - Plan for procurement outcomes

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

Establish, apply and manage procurement governance arrangements

  1. Make contributions to forward procurement planning.
  2. Apply organisational, financial and budgetary framework effectively to procurement.
  3. Research and apply organisational objectives, policies and goals.
  4. Identify and apply relevant interacting legislative, policy and probity requirements to the proposed procurement activity.
  5. Develop and/or assess procurement needs, aligned to organisational objectives, business plan and appropriate justification of estimated procurement expenditure.
  6. Propose alternatives to procurement action where appropriate.
  7. Apply and manage probity principles when planning procurement activities.
Make contributions to forward procurement planning.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply organisational, financial and budgetary framework effectively to procurement.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Research and apply organisational objectives, policies and goals.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and apply relevant interacting legislative, policy and probity requirements to the proposed procurement activity.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop and/or assess procurement needs, aligned to organisational objectives, business plan and appropriate justification of estimated procurement expenditure.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Propose alternatives to procurement action where appropriate.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply and manage probity principles when planning procurement activities.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify, consult with and manage procurement stakeholders

  1. Identify internal and external stakeholders for procurement activities.
  2. Develop strategies to effectively gather information from and distribute information to procurement stakeholders throughout the procurement process.
  3. Inform and educate stakeholders on the concept of value for money.
  4. Develop strategies for the ongoing consideration and management of key stakeholders.
Identify internal and external stakeholders for procurement activities.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop strategies to effectively gather information from and distribute information to procurement stakeholders throughout the procurement process.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Inform and educate stakeholders on the concept of value for money.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop strategies for the ongoing consideration and management of key stakeholders.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct market research and develop appropriate strategies to approach the market

  1. Conduct market research and analysis.
  2. Identify strengths and weaknesses of the market.
  3. Determine appropriate procurement options and procurement methods for approaching the market, taking into account relevant jurisdictional and organisational policy requirements.
Conduct market research and analysis.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify strengths and weaknesses of the market.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine appropriate procurement options and procurement methods for approaching the market, taking into account relevant jurisdictional and organisational policy requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify, source and manage resources to conduct procurement processes

  1. Identify, seek and manage financial and budgetary resources required to effectively conduct procurement processes.
  2. Identify, seek and manage technical and procurement expertise required to effectively conduct procurement processes, including the establishment of tender evaluation panel or working group.
  3. Determine and apply appropriate structures and processes to the conduct of the procurement, including operation of the tender evaluation panel or working group.
  4. Plan and communicate appropriate lead times for conducting procurement processes to stakeholders.
Identify, seek and manage financial and budgetary resources required to effectively conduct procurement processes.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify, seek and manage technical and procurement expertise required to effectively conduct procurement processes, including the establishment of tender evaluation panel or working group.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine and apply appropriate structures and processes to the conduct of the procurement, including operation of the tender evaluation panel or working group.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Plan and communicate appropriate lead times for conducting procurement processes to stakeholders.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Define procurement specifications and requirements

  1. Align procurement requirements with organisational objectives and business plans that are realistic in terms of the capacity of the market to supply.
  2. Develop and/or critically assess statements of requirements and specifications that meet business needs of the organisation.
  3. Review previous procurements and consult stakeholders to inform and define the specifications.
  4. Explore the viability of specifications to ensure risks and whole-of-life costs and benefits are identified and to support value for money.
Align procurement requirements with organisational objectives and business plans that are realistic in terms of the capacity of the market to supply.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop and/or critically assess statements of requirements and specifications that meet business needs of the organisation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review previous procurements and consult stakeholders to inform and define the specifications.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Explore the viability of specifications to ensure risks and whole-of-life costs and benefits are identified and to support value for money.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Undertake detailed procurement planning

  1. Assist stakeholders to make meaningful contributions to procurement plans.
  2. Conduct procurement risk assessments and determine appropriate risk management strategies.
  3. Address jurisdictional, organisational, legislative, policy and probity requirements.
  4. Design a procurement process that achieves a value for money outcome, including consideration of whole-of-life costs and benefits.
  5. Document detailed procurement plans and sub-plans for the various activities that will be conducted throughout the procurement process, including evaluation and reporting requirements.
  6. Plan prompt execution of financial delegations and other approvals.
  7. Undertake procurement activity in line with jurisdictional, organisational and best practice requirements for accountability and transparency, including record keeping and reporting regimes.
Assist stakeholders to make meaningful contributions to procurement plans.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct procurement risk assessments and determine appropriate risk management strategies.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Address jurisdictional, organisational, legislative, policy and probity requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Design a procurement process that achieves a value for money outcome, including consideration of whole-of-life costs and benefits.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document detailed procurement plans and sub-plans for the various activities that will be conducted throughout the procurement process, including evaluation and reporting requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Plan prompt execution of financial delegations and other approvals.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Undertake procurement activity in line with jurisdictional, organisational and best practice requirements for accountability and transparency, including record keeping and reporting regimes.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish, apply and manage procurement governance arrangements

  1. Make contributions to forward procurement planning.
  2. Apply organisational, financial and budgetary framework effectively to procurement.
  3. Research and apply organisational objectives, policies and goals.
  4. Identify and apply relevant interacting legislative, policy and probity requirements to the proposed procurement activity.
  5. Develop and/or assess procurement needs, aligned to organisational objectives, business plan and appropriate justification of estimated procurement expenditure.
  6. Propose alternatives to procurement action where appropriate.
  7. Apply and manage probity principles when planning procurement activities.
Make contributions to forward procurement planning.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply organisational, financial and budgetary framework effectively to procurement.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Research and apply organisational objectives, policies and goals.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and apply relevant interacting legislative, policy and probity requirements to the proposed procurement activity.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop and/or assess procurement needs, aligned to organisational objectives, business plan and appropriate justification of estimated procurement expenditure.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Propose alternatives to procurement action where appropriate.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply and manage probity principles when planning procurement activities.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify, consult with and manage procurement stakeholders

  1. Identify internal and external stakeholders for procurement activities.
  2. Develop strategies to effectively gather information from and distribute information to procurement stakeholders throughout the procurement process.
  3. Inform and educate stakeholders on the concept of value for money.
  4. Develop strategies for the ongoing consideration and management of key stakeholders.
Identify internal and external stakeholders for procurement activities.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop strategies to effectively gather information from and distribute information to procurement stakeholders throughout the procurement process.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Inform and educate stakeholders on the concept of value for money.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop strategies for the ongoing consideration and management of key stakeholders.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct market research and develop appropriate strategies to approach the market

  1. Conduct market research and analysis.
  2. Identify strengths and weaknesses of the market.
  3. Determine appropriate procurement options and procurement methods for approaching the market, taking into account relevant jurisdictional and organisational policy requirements.
Conduct market research and analysis.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify strengths and weaknesses of the market.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine appropriate procurement options and procurement methods for approaching the market, taking into account relevant jurisdictional and organisational policy requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify, source and manage resources to conduct procurement processes

  1. Identify, seek and manage financial and budgetary resources required to effectively conduct procurement processes.
  2. Identify, seek and manage technical and procurement expertise required to effectively conduct procurement processes, including the establishment of tender evaluation panel or working group.
  3. Determine and apply appropriate structures and processes to the conduct of the procurement, including operation of the tender evaluation panel or working group.
  4. Plan and communicate appropriate lead times for conducting procurement processes to stakeholders.
Identify, seek and manage financial and budgetary resources required to effectively conduct procurement processes.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify, seek and manage technical and procurement expertise required to effectively conduct procurement processes, including the establishment of tender evaluation panel or working group.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine and apply appropriate structures and processes to the conduct of the procurement, including operation of the tender evaluation panel or working group.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Plan and communicate appropriate lead times for conducting procurement processes to stakeholders.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Define procurement specifications and requirements

  1. Align procurement requirements with organisational objectives and business plans that are realistic in terms of the capacity of the market to supply.
  2. Develop and/or critically assess statements of requirements and specifications that meet business needs of the organisation.
  3. Review previous procurements and consult stakeholders to inform and define the specifications.
  4. Explore the viability of specifications to ensure risks and whole-of-life costs and benefits are identified and to support value for money.
Align procurement requirements with organisational objectives and business plans that are realistic in terms of the capacity of the market to supply.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop and/or critically assess statements of requirements and specifications that meet business needs of the organisation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review previous procurements and consult stakeholders to inform and define the specifications.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Explore the viability of specifications to ensure risks and whole-of-life costs and benefits are identified and to support value for money.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Undertake detailed procurement planning

  1. Assist stakeholders to make meaningful contributions to procurement plans.
  2. Conduct procurement risk assessments and determine appropriate risk management strategies.
  3. Address jurisdictional, organisational, legislative, policy and probity requirements.
  4. Design a procurement process that achieves a value for money outcome, including consideration of whole-of-life costs and benefits.
  5. Document detailed procurement plans and sub-plans for the various activities that will be conducted throughout the procurement process, including evaluation and reporting requirements.
  6. Plan prompt execution of financial delegations and other approvals.
  7. Undertake procurement activity in line with jurisdictional, organisational and best practice requirements for accountability and transparency, including record keeping and reporting regimes.
Assist stakeholders to make meaningful contributions to procurement plans.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct procurement risk assessments and determine appropriate risk management strategies.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Address jurisdictional, organisational, legislative, policy and probity requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Design a procurement process that achieves a value for money outcome, including consideration of whole-of-life costs and benefits.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document detailed procurement plans and sub-plans for the various activities that will be conducted throughout the procurement process, including evaluation and reporting requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Plan prompt execution of financial delegations and other approvals.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Undertake procurement activity in line with jurisdictional, organisational and best practice requirements for accountability and transparency, including record keeping and reporting regimes.

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. Establish, apply and manage procurement governance arrangements

1.1 Make contributions to forward procurement planning.

1.2 Apply organisational, financial and budgetary framework effectively to procurement.

1.3 Research and apply organisational objectives, policies and goals.

1.4 Identify and apply relevant interacting legislative, policy and probity requirements to the proposed procurement activity.

1.5 Develop and/or assess procurement needs, aligned to organisational objectives, business plan and appropriate justification of estimated procurement expenditure.

1.6 Propose alternatives to procurement action where appropriate.

1.7 Apply and manage probity principles when planning procurement activities.

2. Identify, consult with and manage procurement stakeholders

2.1 Identify internal and external stakeholders for procurement activities.

2.2 Develop strategies to effectively gather information from and distribute information to procurement stakeholders throughout the procurement process.

2.3 Inform and educate stakeholders on the concept of value for money.

2.4 Develop strategies for the ongoing consideration and management of key stakeholders.

3. Conduct market research and develop appropriate strategies to approach the market

3.1 Conduct market research and analysis.

3.2 Identify strengths and weaknesses of the market.

3.3 Determine appropriate procurement options and procurement methods for approaching the market, taking into account relevant jurisdictional and organisational policy requirements.

4. Identify, source and manage resources to conduct procurement processes

4.1 Identify, seek and manage financial and budgetary resources required to effectively conduct procurement processes.

4.2 Identify, seek and manage technical and procurement expertise required to effectively conduct procurement processes, including the establishment of tender evaluation panel or working group.

4.3 Determine and apply appropriate structures and processes to the conduct of the procurement, including operation of the tender evaluation panel or working group.

4.4 Plan and communicate appropriate lead times for conducting procurement processes to stakeholders.

5. Define procurement specifications and requirements

5.1 Align procurement requirements with organisational objectives and business plans that are realistic in terms of the capacity of the market to supply.

5.2 Develop and/or critically assess statements of requirements and specifications that meet business needs of the organisation.

5.3 Review previous procurements and consult stakeholders to inform and define the specifications.

5.4 Explore the viability of specifications to ensure risks and whole-of-life costs and benefits are identified and to support value for money.

6. Undertake detailed procurement planning

6.1 Assist stakeholders to make meaningful contributions to procurement plans.

6.2 Conduct procurement risk assessments and determine appropriate risk management strategies.

6.3 Address jurisdictional, organisational, legislative, policy and probity requirements.

6.4 Design a procurement process that achieves a value for money outcome, including consideration of whole-of-life costs and benefits.

6.5 Document detailed procurement plans and sub-plans for the various activities that will be conducted throughout the procurement process, including evaluation and reporting requirements.

6.6 Plan prompt execution of financial delegations and other approvals.

6.7 Undertake procurement activity in line with jurisdictional, organisational and best practice requirements for accountability and transparency, including record keeping and reporting regimes.

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. Establish, apply and manage procurement governance arrangements

1.1 Make contributions to forward procurement planning.

1.2 Apply organisational, financial and budgetary framework effectively to procurement.

1.3 Research and apply organisational objectives, policies and goals.

1.4 Identify and apply relevant interacting legislative, policy and probity requirements to the proposed procurement activity.

1.5 Develop and/or assess procurement needs, aligned to organisational objectives, business plan and appropriate justification of estimated procurement expenditure.

1.6 Propose alternatives to procurement action where appropriate.

1.7 Apply and manage probity principles when planning procurement activities.

2. Identify, consult with and manage procurement stakeholders

2.1 Identify internal and external stakeholders for procurement activities.

2.2 Develop strategies to effectively gather information from and distribute information to procurement stakeholders throughout the procurement process.

2.3 Inform and educate stakeholders on the concept of value for money.

2.4 Develop strategies for the ongoing consideration and management of key stakeholders.

3. Conduct market research and develop appropriate strategies to approach the market

3.1 Conduct market research and analysis.

3.2 Identify strengths and weaknesses of the market.

3.3 Determine appropriate procurement options and procurement methods for approaching the market, taking into account relevant jurisdictional and organisational policy requirements.

4. Identify, source and manage resources to conduct procurement processes

4.1 Identify, seek and manage financial and budgetary resources required to effectively conduct procurement processes.

4.2 Identify, seek and manage technical and procurement expertise required to effectively conduct procurement processes, including the establishment of tender evaluation panel or working group.

4.3 Determine and apply appropriate structures and processes to the conduct of the procurement, including operation of the tender evaluation panel or working group.

4.4 Plan and communicate appropriate lead times for conducting procurement processes to stakeholders.

5. Define procurement specifications and requirements

5.1 Align procurement requirements with organisational objectives and business plans that are realistic in terms of the capacity of the market to supply.

5.2 Develop and/or critically assess statements of requirements and specifications that meet business needs of the organisation.

5.3 Review previous procurements and consult stakeholders to inform and define the specifications.

5.4 Explore the viability of specifications to ensure risks and whole-of-life costs and benefits are identified and to support value for money.

6. Undertake detailed procurement planning

6.1 Assist stakeholders to make meaningful contributions to procurement plans.

6.2 Conduct procurement risk assessments and determine appropriate risk management strategies.

6.3 Address jurisdictional, organisational, legislative, policy and probity requirements.

6.4 Design a procurement process that achieves a value for money outcome, including consideration of whole-of-life costs and benefits.

6.5 Document detailed procurement plans and sub-plans for the various activities that will be conducted throughout the procurement process, including evaluation and reporting requirements.

6.6 Plan prompt execution of financial delegations and other approvals.

6.7 Undertake procurement activity in line with jurisdictional, organisational and best practice requirements for accountability and transparency, including record keeping and reporting regimes.

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.

networking, consulting and negotiating with contractors and stakeholders

writing a business case

reading and applying complex documents, including contracts, legislation and guidelines

providing feedback

modelling effective team management approaches

referring issues to the correct person

resolving complicated procurement issues

developing options for inclusion in a business case

undertaking research and business analysis

planning procurement processes in alignment with business and organisational goals

documenting procurement planning decisions and expected outcomes

managing and updating the procurement plan and sub-plans

maintaining currency in best practice examples in procurement practice and relevant procurement legislation, policies and procedures

using electronic procurement templates

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 contract management, including environmental purchasing and corporate social responsibility guidance

organisational procurement policies, practices and approval processes

procurement planning for complex procurement requirements and associated outcomes in alignment with business and organisational goals

probity principles and issues

codes of conduct, codes of practice and standards of individual behaviour relating to the procurement process

government procurement environment

legal requirements of government procurement

implications of particular procurement arrangements

whole-of-life considerations

financial and accounting issues relevant to the procurement

cultural issues relating to complex procurement and industry development in certain industry sectors

relationship management