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Evidence Guide: PSPPCM013 - Make procurement decisions

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

 

PSPPCM013 - Make procurement decisions

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

Comply with legal and policy obligations implicit in making procurement decisions

  1. Identify and apply legislative and policy requirements and organisational objectives and goals to inform procurement decisions.
  2. Apply and manage probity principles of fairness and impartiality when making procurement decisions at all stages of the process.
Identify and apply legislative and policy requirements and organisational objectives and goals to inform procurement decisions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply and manage probity principles of fairness and impartiality when making procurement decisions at all stages of the process.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish context for the procurement activity

  1. Identify and consider factors that may influence procurement decisions in the context of legislation, policy and organisational/business requirements to support effective decision making.
  2. Consult with stakeholders to determine likely impact of key factors at all stages of procurement process.
  3. Reflect determined key factors in procurement decisions affecting the procurement.
  4. Document factors affecting procurement decisions.
Identify and consider factors that may influence procurement decisions in the context of legislation, policy and organisational/business requirements to support effective decision making.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Consult with stakeholders to determine likely impact of key factors at all stages of procurement process.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Reflect determined key factors in procurement decisions affecting the procurement.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document factors affecting procurement decisions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select and approve procurement methods

  1. Select procurement methods based on jurisdictional, legislative and policy requirements and suitability for the procurement requirements.
  2. Consider factors and risks in selecting procurement method.
  3. Record justification for selected procurement method.
  4. Exercise approvals for the selection of procurement methods and record.
Select procurement methods based on jurisdictional, legislative and policy requirements and suitability for the procurement requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Consider factors and risks in selecting procurement method.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record justification for selected procurement method.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Exercise approvals for the selection of procurement methods and record.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select and approve contractual arrangements

  1. Select contractual arrangements, based on jurisdictional and policy requirements and suitability for the procurement requirements.
  2. Consider factors and risks in selecting contractual arrangements.
  3. Record justification for selected contractual arrangements.
  4. Exercise approvals for the selection of contractual arrangements and record.
Select contractual arrangements, based on jurisdictional and policy requirements and suitability for the procurement requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Consider factors and risks in selecting contractual arrangements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record justification for selected contractual arrangements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Exercise approvals for the selection of contractual arrangements and record.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and consider factors affecting supplier choice

  1. Research and assess supplier capability as part of offer evaluation.
  2. Research and apply supplier supply chain management considerations in the context of policy requirements when making procurement decisions.
  3. Apply broader value for money considerations to support and inform decisions.
Research and assess supplier capability as part of offer evaluation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Research and apply supplier supply chain management considerations in the context of policy requirements when making procurement decisions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply broader value for money considerations to support and inform decisions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct tender evaluation

  1. Form a tender evaluation panel or similar when required by policy or to meet probity requirements.
  2. Provide advice, support and guidance on procurement processes and probity requirements to members of the tender evaluation panel.
  3. Resolve any issues that arise during tender evaluation using negotiation and communication skills and procurement knowledge.
  4. Document tender decision-making processes and decisions reached in a format suited to the procurement being undertaken.
  5. Make written procurement recommendations to the approval delegate after considering advice of panel.
Form a tender evaluation panel or similar when required by policy or to meet probity requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide advice, support and guidance on procurement processes and probity requirements to members of the tender evaluation panel.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Resolve any issues that arise during tender evaluation using negotiation and communication skills and procurement knowledge.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document tender decision-making processes and decisions reached in a format suited to the procurement being undertaken.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Make written procurement recommendations to the approval delegate after considering advice of panel.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain effective accountability and transparency in procurement decision making

  1. Maintain records, including plans and sub-plans, to provide an effective audit trail of decisions taken throughout the procurement process.
  2. Maintain compliance with jurisdictional and organisational procurement reporting requirements.
  3. Maintain records to provide aggregate procurement reporting requirements internal and external to the organisation.
Maintain records, including plans and sub-plans, to provide an effective audit trail of decisions taken throughout the procurement process.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain compliance with jurisdictional and organisational procurement reporting requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain records to provide aggregate procurement reporting requirements internal and external to the organisation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Comply with legal and policy obligations implicit in making procurement decisions

  1. Identify and apply legislative and policy requirements and organisational objectives and goals to inform procurement decisions.
  2. Apply and manage probity principles of fairness and impartiality when making procurement decisions at all stages of the process.
Identify and apply legislative and policy requirements and organisational objectives and goals to inform procurement decisions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply and manage probity principles of fairness and impartiality when making procurement decisions at all stages of the process.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish context for the procurement activity

  1. Identify and consider factors that may influence procurement decisions in the context of legislation, policy and organisational/business requirements to support effective decision making.
  2. Consult with stakeholders to determine likely impact of key factors at all stages of procurement process.
  3. Reflect determined key factors in procurement decisions affecting the procurement.
  4. Document factors affecting procurement decisions.
Identify and consider factors that may influence procurement decisions in the context of legislation, policy and organisational/business requirements to support effective decision making.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Consult with stakeholders to determine likely impact of key factors at all stages of procurement process.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Reflect determined key factors in procurement decisions affecting the procurement.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document factors affecting procurement decisions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select and approve procurement methods

  1. Select procurement methods based on jurisdictional, legislative and policy requirements and suitability for the procurement requirements.
  2. Consider factors and risks in selecting procurement method.
  3. Record justification for selected procurement method.
  4. Exercise approvals for the selection of procurement methods and record.
Select procurement methods based on jurisdictional, legislative and policy requirements and suitability for the procurement requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Consider factors and risks in selecting procurement method.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record justification for selected procurement method.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Exercise approvals for the selection of procurement methods and record.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select and approve contractual arrangements

  1. Select contractual arrangements, based on jurisdictional and policy requirements and suitability for the procurement requirements.
  2. Consider factors and risks in selecting contractual arrangements.
  3. Record justification for selected contractual arrangements.
  4. Exercise approvals for the selection of contractual arrangements and record.
Select contractual arrangements, based on jurisdictional and policy requirements and suitability for the procurement requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Consider factors and risks in selecting contractual arrangements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record justification for selected contractual arrangements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Exercise approvals for the selection of contractual arrangements and record.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and consider factors affecting supplier choice

  1. Research and assess supplier capability as part of offer evaluation.
  2. Research and apply supplier supply chain management considerations in the context of policy requirements when making procurement decisions.
  3. Apply broader value for money considerations to support and inform decisions.
Research and assess supplier capability as part of offer evaluation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Research and apply supplier supply chain management considerations in the context of policy requirements when making procurement decisions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply broader value for money considerations to support and inform decisions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct tender evaluation

  1. Form a tender evaluation panel or similar when required by policy or to meet probity requirements.
  2. Provide advice, support and guidance on procurement processes and probity requirements to members of the tender evaluation panel.
  3. Resolve any issues that arise during tender evaluation using negotiation and communication skills and procurement knowledge.
  4. Document tender decision-making processes and decisions reached in a format suited to the procurement being undertaken.
  5. Make written procurement recommendations to the approval delegate after considering advice of panel.
Form a tender evaluation panel or similar when required by policy or to meet probity requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide advice, support and guidance on procurement processes and probity requirements to members of the tender evaluation panel.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Resolve any issues that arise during tender evaluation using negotiation and communication skills and procurement knowledge.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document tender decision-making processes and decisions reached in a format suited to the procurement being undertaken.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Make written procurement recommendations to the approval delegate after considering advice of panel.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain effective accountability and transparency in procurement decision making

  1. Maintain records, including plans and sub-plans, to provide an effective audit trail of decisions taken throughout the procurement process.
  2. Maintain compliance with jurisdictional and organisational procurement reporting requirements.
  3. Maintain records to provide aggregate procurement reporting requirements internal and external to the organisation.
Maintain records, including plans and sub-plans, to provide an effective audit trail of decisions taken throughout the procurement process.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain compliance with jurisdictional and organisational procurement reporting requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain records to provide aggregate procurement reporting requirements internal and external to the organisation.

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. Comply with legal and policy obligations implicit in making procurement decisions

1.1 Identify and apply legislative and policy requirements and organisational objectives and goals to inform procurement decisions.

1.2 Apply and manage probity principles of fairness and impartiality when making procurement decisions at all stages of the process.

2. Establish context for the procurement activity

2.1 Identify and consider factors that may influence procurement decisions in the context of legislation, policy and organisational/business requirements to support effective decision making.

2.2 Consult with stakeholders to determine likely impact of key factors at all stages of procurement process.

2.3 Reflect determined key factors in procurement decisions affecting the procurement.

2.4 Document factors affecting procurement decisions.

3. Select and approve procurement methods

3.1 Select procurement methods based on jurisdictional, legislative and policy requirements and suitability for the procurement requirements.

3.2 Consider factors and risks in selecting procurement method.

3.3 Record justification for selected procurement method.

3.4 Exercise approvals for the selection of procurement methods and record.

4. Select and approve contractual arrangements

4.1 Select contractual arrangements, based on jurisdictional and policy requirements and suitability for the procurement requirements.

4.2 Consider factors and risks in selecting contractual arrangements.

4.3 Record justification for selected contractual arrangements.

4.4 Exercise approvals for the selection of contractual arrangements and record.

5. Identify and consider factors affecting supplier choice

5.1 Research and assess supplier capability as part of offer evaluation.

5.2 Research and apply supplier supply chain management considerations in the context of policy requirements when making procurement decisions.

5.3 Apply broader value for money considerations to support and inform decisions.

6. Conduct tender evaluation

6.1 Form a tender evaluation panel or similar when required by policy or to meet probity requirements.

6.2 Provide advice, support and guidance on procurement processes and probity requirements to members of the tender evaluation panel.

6.3 Resolve any issues that arise during tender evaluation using negotiation and communication skills and procurement knowledge.

6.4 Document tender decision-making processes and decisions reached in a format suited to the procurement being undertaken.

6.5 Make written procurement recommendations to the approval delegate after considering advice of panel.

7. Maintain effective accountability and transparency in procurement decision making

7.1 Maintain records, including plans and sub-plans, to provide an effective audit trail of decisions taken throughout the procurement process.

7.2 Maintain compliance with jurisdictional and organisational procurement reporting requirements.

7.3 Maintain records to provide aggregate procurement reporting requirements internal and external to the organisation.

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. Comply with legal and policy obligations implicit in making procurement decisions

1.1 Identify and apply legislative and policy requirements and organisational objectives and goals to inform procurement decisions.

1.2 Apply and manage probity principles of fairness and impartiality when making procurement decisions at all stages of the process.

2. Establish context for the procurement activity

2.1 Identify and consider factors that may influence procurement decisions in the context of legislation, policy and organisational/business requirements to support effective decision making.

2.2 Consult with stakeholders to determine likely impact of key factors at all stages of procurement process.

2.3 Reflect determined key factors in procurement decisions affecting the procurement.

2.4 Document factors affecting procurement decisions.

3. Select and approve procurement methods

3.1 Select procurement methods based on jurisdictional, legislative and policy requirements and suitability for the procurement requirements.

3.2 Consider factors and risks in selecting procurement method.

3.3 Record justification for selected procurement method.

3.4 Exercise approvals for the selection of procurement methods and record.

4. Select and approve contractual arrangements

4.1 Select contractual arrangements, based on jurisdictional and policy requirements and suitability for the procurement requirements.

4.2 Consider factors and risks in selecting contractual arrangements.

4.3 Record justification for selected contractual arrangements.

4.4 Exercise approvals for the selection of contractual arrangements and record.

5. Identify and consider factors affecting supplier choice

5.1 Research and assess supplier capability as part of offer evaluation.

5.2 Research and apply supplier supply chain management considerations in the context of policy requirements when making procurement decisions.

5.3 Apply broader value for money considerations to support and inform decisions.

6. Conduct tender evaluation

6.1 Form a tender evaluation panel or similar when required by policy or to meet probity requirements.

6.2 Provide advice, support and guidance on procurement processes and probity requirements to members of the tender evaluation panel.

6.3 Resolve any issues that arise during tender evaluation using negotiation and communication skills and procurement knowledge.

6.4 Document tender decision-making processes and decisions reached in a format suited to the procurement being undertaken.

6.5 Make written procurement recommendations to the approval delegate after considering advice of panel.

7. Maintain effective accountability and transparency in procurement decision making

7.1 Maintain records, including plans and sub-plans, to provide an effective audit trail of decisions taken throughout the procurement process.

7.2 Maintain compliance with jurisdictional and organisational procurement reporting requirements.

7.3 Maintain records to provide aggregate procurement reporting requirements internal and external to the organisation.

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

resolving complicated procurement issues

developing options for inclusion in a business case

applying decision-making processes or methodologies

undertaking research and business analysis

documenting procurement decisions

managing and updating procurement plans

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

operate organisational IT systems

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 procurement, including environmental purchasing and corporate social responsibility guidance

organisational procurement policies, practices and approval processes

procurement planning for complex procurement requirements and outcomes

decision-making processes and methodologies

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

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 sectors

relationship management