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Evidence Guide: TLIR4009 - Implement purchasing systems

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

 

TLIR4009 - Implement purchasing systems

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

Identify purchasing requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Purchasing requirements are identified from orders and instructions in accordance with workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Quantities, quality of goods, price limitations and delivery requirements are determined or confirmed in consultation with appropriate personnel

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Source purchase

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Source/s of materials are identified from workplace preferred supplier lists or through networks and knowledge of local and/or overseas suppliers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Supplier/vendor is advised of requirements and specifications in accordance with site requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Availability of supply is confirmed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Difficulties in supply are reported in accordance with workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check costings

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Alternative suppliers are contacted to check different costings

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Actual costs are compared to predicted costs

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Recommendations regarding alternative suppliers are communicated to appropriate personnel in accordance with workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

All records/reports are maintained in accordance with site requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Purchase materials

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Capacity of supplier to meet price, quality and delivery expectations is confirmed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Order is placed with supplier and delivery schedules are confirmed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Appropriate orders and invoices are exchanged in accordance with workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Materials are checked/inspected on receipt in accordance with site requirements in accordance with workplace procedures

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.

1

Identify purchasing requirements

1.1

Purchasing requirements are identified from orders and instructions in accordance with workplace procedures

1.2

Quantities, quality of goods, price limitations and delivery requirements are determined or confirmed in consultation with appropriate personnel

2

Source purchase

2.1

Source/s of materials are identified from workplace preferred supplier lists or through networks and knowledge of local and/or overseas suppliers

2.2

Supplier/vendor is advised of requirements and specifications in accordance with site requirements

2.3

Availability of supply is confirmed

2.4

Difficulties in supply are reported in accordance with workplace procedures

3

Check costings

3.1

Alternative suppliers are contacted to check different costings

3.2

Actual costs are compared to predicted costs

3.3

Recommendations regarding alternative suppliers are communicated to appropriate personnel in accordance with workplace procedures

3.4

All records/reports are maintained in accordance with site requirements

4

Purchase materials

4.1

Capacity of supplier to meet price, quality and delivery expectations is confirmed

4.2

Order is placed with supplier and delivery schedules are confirmed

4.3

Appropriate orders and invoices are exchanged in accordance with workplace procedures

4.4

Materials are checked/inspected on receipt in accordance with site requirements in accordance with workplace procedures

Required Skills and Knowledge

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Identify purchasing requirements

1.1

Purchasing requirements are identified from orders and instructions in accordance with workplace procedures

1.2

Quantities, quality of goods, price limitations and delivery requirements are determined or confirmed in consultation with appropriate personnel

2

Source purchase

2.1

Source/s of materials are identified from workplace preferred supplier lists or through networks and knowledge of local and/or overseas suppliers

2.2

Supplier/vendor is advised of requirements and specifications in accordance with site requirements

2.3

Availability of supply is confirmed

2.4

Difficulties in supply are reported in accordance with workplace procedures

3

Check costings

3.1

Alternative suppliers are contacted to check different costings

3.2

Actual costs are compared to predicted costs

3.3

Recommendations regarding alternative suppliers are communicated to appropriate personnel in accordance with workplace procedures

3.4

All records/reports are maintained in accordance with site requirements

4

Purchase materials

4.1

Capacity of supplier to meet price, quality and delivery expectations is confirmed

4.2

Order is placed with supplier and delivery schedules are confirmed

4.3

Appropriate orders and invoices are exchanged in accordance with workplace procedures

4.4

Materials are checked/inspected on receipt in accordance with site requirements in accordance with workplace procedures

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

applying relevant legislation and workplace procedures

communicating and working effectively with others

completing relevant documentation including reports and documenting discrepancies

identifying, sourcing and procuring purchasing requirements in accordance with workplace procedures

interpreting and following operational instructions and prioritising work

modifying activities depending on operational contingencies, risk situations and environments

operating electronic communications equipment to required protocol

reading and interpreting relevant instructions, procedures, information and signs

reporting and/or rectifying identified problems, errors in data input, collection or measurement promptly, particularly in relation to cost, order quantity or quality.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

different types of purchasing systems, their use and applications

enterprise purchase/sales records system

procedures for operating electronic communications equipment

relevant sections of national, state/territory legislative and regulatory requirements, and codes of practice, particularly those relating to trade practices and privacy of information

requirements for completing relevant documentation, particularly in relation to systems implementation

steps involved in planning work activities

typical problems encountered in implementing purchasing systems and possible solutions.

Range Statement

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions can be found in the Companion Volume Implementation Guide.