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Evidence Guide: TLIR4010 - Plan purchasing

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

 

TLIR4010 - Plan purchasing

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

Prepare invitations to offer

  1. Specifications for goods and services to be purchased are obtained from relevant personnel and are clarified as required
  2. Purchasing methods most appropriate to particular purchases are selected
  3. Invitations to offer are prepared
  4. Approval of invitations to offer is obtained
Specifications for goods and services to be purchased are obtained from relevant personnel and are clarified as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Purchasing methods most appropriate to particular purchases are selected

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Invitations to offer are prepared

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Approval of invitations to offer is obtained

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify suppliers

  1. Organisational records are reviewed for potential suppliers
  2. Sources of supply are identified
  3. Invitations are made to suppliers
  4. Sources of supply are evaluated against purchasing strategy requirements
Organisational records are reviewed for potential suppliers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Sources of supply are identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Invitations are made to suppliers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Sources of supply are evaluated against purchasing strategy requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Issue invitations to offer

  1. Invitations to offer are distributed
  2. Briefings are conducted as required
  3. Clarification of issues arising is made with suppliers in accordance with purchasing strategies
Invitations to offer are distributed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Briefings are conducted as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Clarification of issues arising is made with suppliers in accordance with purchasing strategies

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare recommendations to purchase

  1. Offer documents are received from suppliers
  2. Offer documents are assessed against purchasing strategy requirements
  3. Further information is sought from suppliers as required
  4. Specialist expertise is obtained to assist with evaluation as required
  5. Offers are evaluated against purchasing strategy requirements
  6. Shortlists of suppliers who have made offers and who meet purchasing criteria are prepared
  7. Preferred offers are selected
  8. Recommendations about preferred offers are made for approval by relevant personnel
  9. Approval is obtained for recommended offers
Offer documents are received from suppliers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Offer documents are assessed against purchasing strategy requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Further information is sought from suppliers as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Specialist expertise is obtained to assist with evaluation as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Offers are evaluated against purchasing strategy requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Shortlists of suppliers who have made offers and who meet purchasing criteria are prepared

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Preferred offers are selected

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Recommendations about preferred offers are made for approval by relevant personnel

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Approval is obtained for recommended offers

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

Prepare invitations to offer

1.1

Specifications for goods and services to be purchased are obtained from relevant personnel and are clarified as required

1.2

Purchasing methods most appropriate to particular purchases are selected

1.3

Invitations to offer are prepared

1.4

Approval of invitations to offer is obtained

2

Identify suppliers

2.1

Organisational records are reviewed for potential suppliers

2.2

Sources of supply are identified

2.3

Invitations are made to suppliers

2.4

Sources of supply are evaluated against purchasing strategy requirements

3

Issue invitations to offer

3.1

Invitations to offer are distributed

3.2

Briefings are conducted as required

3.3

Clarification of issues arising is made with suppliers in accordance with purchasing strategies

4

Prepare recommendations to purchase

4.1

Offer documents are received from suppliers

4.2

Offer documents are assessed against purchasing strategy requirements

4.3

Further information is sought from suppliers as required

4.4

Specialist expertise is obtained to assist with evaluation as required

4.5

Offers are evaluated against purchasing strategy requirements

4.6

Shortlists of suppliers who have made offers and who meet purchasing criteria are prepared

4.7

Preferred offers are selected

4.8

Recommendations about preferred offers are made for approval by relevant personnel

4.9

Approval is obtained for recommended offers

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

Prepare invitations to offer

1.1

Specifications for goods and services to be purchased are obtained from relevant personnel and are clarified as required

1.2

Purchasing methods most appropriate to particular purchases are selected

1.3

Invitations to offer are prepared

1.4

Approval of invitations to offer is obtained

2

Identify suppliers

2.1

Organisational records are reviewed for potential suppliers

2.2

Sources of supply are identified

2.3

Invitations are made to suppliers

2.4

Sources of supply are evaluated against purchasing strategy requirements

3

Issue invitations to offer

3.1

Invitations to offer are distributed

3.2

Briefings are conducted as required

3.3

Clarification of issues arising is made with suppliers in accordance with purchasing strategies

4

Prepare recommendations to purchase

4.1

Offer documents are received from suppliers

4.2

Offer documents are assessed against purchasing strategy requirements

4.3

Further information is sought from suppliers as required

4.4

Specialist expertise is obtained to assist with evaluation as required

4.5

Offers are evaluated against purchasing strategy requirements

4.6

Shortlists of suppliers who have made offers and who meet purchasing criteria are prepared

4.7

Preferred offers are selected

4.8

Recommendations about preferred offers are made for approval by relevant personnel

4.9

Approval is obtained for recommended offers

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 and using software appropriately

applying precautions and required action to minimise, control or eliminate identified hazards

applying relevant legislation and workplace procedures

communicating effectively with others

completing relevant documentation

implementing contingency plans

modifying activities depending on operational contingencies, risk situations and environments

monitoring and prioritising work activities in terms of planned schedule

operating electronic communications equipment to required protocol

reading, interpreting and following relevant instructions, procedures and signs

working collaboratively with others

working systematically with required attention to detail.

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:

organisational purchasing strategy

procedures for operating electronic communications equipment

product knowledge about the goods and services being supplied

relevant legislation, codes of practice and national standards related to procurement, for example Trade Practices Act, contract law, sale of goods legislation, consumer protection legislation and legislation related to the import of goods and services, where relevant

requirements for completing relevant documentation

steps involved in planning work activities.

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.