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Evidence Guide: TLIR4012 - Conduct international 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

 

TLIR4012 - Conduct international purchasing

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

Source international suppliers

  1. Goods to be purchased internationally are identified
  2. Potential sources of supply are researched from relevant information sources
  3. Market structures for proposed purchases are examined
  4. Regulations governing international purchasing are determined
  5. Potential sources of supply are identified from research
  6. Assistance and clarification is sought, as required, to determine and apply workplace policies and procedures, and regulations governing international purchasing of specified goods
Goods to be purchased internationally are identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Potential sources of supply are researched from relevant information sources

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Market structures for proposed purchases are examined

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Regulations governing international purchasing are determined

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Potential sources of supply are identified from research

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assistance and clarification is sought, as required, to determine and apply workplace policies and procedures, and regulations governing international purchasing of specified goods

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare invitations to offer for imported goods

  1. Specifications of requirements for international purchasing of specified goods are obtained from relevant personnel and are clarified as required
  2. Purchasing strategy most appropriate to proposed purchase is selected
  3. Invitations to offer are developed and documented
  4. Invitations to offer are checked for compliance with regulations, organisational policies and procedures and description of required goods
  5. Criteria for evaluating offers are developed and documented and approval is sought and obtained for documented criteria
  6. Approval is sought for issuance of invitations to offer prior to issuance to prospective suppliers
Specifications of requirements for international purchasing of specified goods are obtained from relevant personnel and are clarified as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Purchasing strategy most appropriate to proposed purchase is selected

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Invitations to offer are developed and documented

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Invitations to offer are checked for compliance with regulations, organisational policies and procedures and description of required goods

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Criteria for evaluating offers are developed and documented and approval is sought and obtained for documented criteria

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Approval is sought for issuance of invitations to offer prior to issuance to prospective suppliers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare recommendations in response to offers

  1. Offer documents are received from suppliers
  2. Offer documents are assessed against documented criteria and purchasing strategy requirements
  3. Further information is sought from suppliers, as required, to clarify offers
  4. Offers are evaluated against purchasing criteria
  5. Preferred offer is selected and recommendation are made for approval by relevant personnel
  6. Approval is obtained for recommended offers
Offer documents are received from suppliers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Offer documents are assessed against documented criteria and purchasing strategy requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Further information is sought from suppliers, as required, to clarify offers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Offers are evaluated against purchasing criteria

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Preferred offer is selected and recommendation are made for approval by relevant personnel

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Approval is obtained for recommended offers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Action successful offers

  1. Contract with successful supplier is drafted
  2. Legal expertise is accessed to ensure legality of contract agreements
  3. Contract is issued in accordance with approval received
  4. Unsuccessful offers are informed of outcome of evaluation process
Contract with successful supplier is drafted

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Legal expertise is accessed to ensure legality of contract agreements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Contract is issued in accordance with approval received

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Unsuccessful offers are informed of outcome of evaluation process

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Arrange importation of goods

  1. Risks in ownership and transport of goods from point of delivery to final destination are assessed
  2. Relevant insurance cover is arranged
  3. Agents are sourced as required to arrange inspection, packing, transport, importation, customs clearance and delivery of goods into store
  4. Statutory and regulatory requirements including fumigation and export/import controls are satisfied
  5. Supply and logistics channels are managed to ensure delivery of goods is achieved satisfactorily and within designated timelines
Risks in ownership and transport of goods from point of delivery to final destination are assessed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Relevant insurance cover is arranged

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Agents are sourced as required to arrange inspection, packing, transport, importation, customs clearance and delivery of goods into store

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Statutory and regulatory requirements including fumigation and export/import controls are satisfied

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Supply and logistics channels are managed to ensure delivery of goods is achieved satisfactorily and within designated timelines

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Finalise payment and contract

  1. Advice is obtained on payment strategy to be followed
  2. Arrangements are made to initiate currency hedging, letter of credit or payment by direct cheque or electronic funds transfer in accordance with advice received
  3. Payments are authorised at appropriate times
  4. Actions are taken to ensure any non-compliance with contractual conditions and specifications is rectified
Advice is obtained on payment strategy to be followed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Arrangements are made to initiate currency hedging, letter of credit or payment by direct cheque or electronic funds transfer in accordance with advice received

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Payments are authorised at appropriate times

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Actions are taken to ensure any non-compliance with contractual conditions and specifications is rectified

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

Source international suppliers

1.1

Goods to be purchased internationally are identified

1.2

Potential sources of supply are researched from relevant information sources

1.3

Market structures for proposed purchases are examined

1.4

Regulations governing international purchasing are determined

1.5

Potential sources of supply are identified from research

1.6

Assistance and clarification is sought, as required, to determine and apply workplace policies and procedures, and regulations governing international purchasing of specified goods

2

Prepare invitations to offer for imported goods

2.1

Specifications of requirements for international purchasing of specified goods are obtained from relevant personnel and are clarified as required

2.2

Purchasing strategy most appropriate to proposed purchase is selected

2.3

Invitations to offer are developed and documented

2.4

Invitations to offer are checked for compliance with regulations, organisational policies and procedures and description of required goods

2.5

Criteria for evaluating offers are developed and documented and approval is sought and obtained for documented criteria

2.6

Approval is sought for issuance of invitations to offer prior to issuance to prospective suppliers

3

Prepare recommendations in response to offers

3.1

Offer documents are received from suppliers

3.2

Offer documents are assessed against documented criteria and purchasing strategy requirements

3.3

Further information is sought from suppliers, as required, to clarify offers

3.4

Offers are evaluated against purchasing criteria

3.5

Preferred offer is selected and recommendation are made for approval by relevant personnel

3.6

Approval is obtained for recommended offers

4

Action successful offers

4.1

Contract with successful supplier is drafted

4.2

Legal expertise is accessed to ensure legality of contract agreements

4.3

Contract is issued in accordance with approval received

4.4

Unsuccessful offers are informed of outcome of evaluation process

5

Arrange importation of goods

5.1

Risks in ownership and transport of goods from point of delivery to final destination are assessed

5.2

Relevant insurance cover is arranged

5.3

Agents are sourced as required to arrange inspection, packing, transport, importation, customs clearance and delivery of goods into store

5.4

Statutory and regulatory requirements including fumigation and export/import controls are satisfied

5.5

Supply and logistics channels are managed to ensure delivery of goods is achieved satisfactorily and within designated timelines

6

Finalise payment and contract

6.1

Advice is obtained on payment strategy to be followed

6.2

Arrangements are made to initiate currency hedging, letter of credit or payment by direct cheque or electronic funds transfer in accordance with advice received

6.3

Payments are authorised at appropriate times

6.4

Actions are taken to ensure any non-compliance with contractual conditions and specifications is rectified

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

Source international suppliers

1.1

Goods to be purchased internationally are identified

1.2

Potential sources of supply are researched from relevant information sources

1.3

Market structures for proposed purchases are examined

1.4

Regulations governing international purchasing are determined

1.5

Potential sources of supply are identified from research

1.6

Assistance and clarification is sought, as required, to determine and apply workplace policies and procedures, and regulations governing international purchasing of specified goods

2

Prepare invitations to offer for imported goods

2.1

Specifications of requirements for international purchasing of specified goods are obtained from relevant personnel and are clarified as required

2.2

Purchasing strategy most appropriate to proposed purchase is selected

2.3

Invitations to offer are developed and documented

2.4

Invitations to offer are checked for compliance with regulations, organisational policies and procedures and description of required goods

2.5

Criteria for evaluating offers are developed and documented and approval is sought and obtained for documented criteria

2.6

Approval is sought for issuance of invitations to offer prior to issuance to prospective suppliers

3

Prepare recommendations in response to offers

3.1

Offer documents are received from suppliers

3.2

Offer documents are assessed against documented criteria and purchasing strategy requirements

3.3

Further information is sought from suppliers, as required, to clarify offers

3.4

Offers are evaluated against purchasing criteria

3.5

Preferred offer is selected and recommendation are made for approval by relevant personnel

3.6

Approval is obtained for recommended offers

4

Action successful offers

4.1

Contract with successful supplier is drafted

4.2

Legal expertise is accessed to ensure legality of contract agreements

4.3

Contract is issued in accordance with approval received

4.4

Unsuccessful offers are informed of outcome of evaluation process

5

Arrange importation of goods

5.1

Risks in ownership and transport of goods from point of delivery to final destination are assessed

5.2

Relevant insurance cover is arranged

5.3

Agents are sourced as required to arrange inspection, packing, transport, importation, customs clearance and delivery of goods into store

5.4

Statutory and regulatory requirements including fumigation and export/import controls are satisfied

5.5

Supply and logistics channels are managed to ensure delivery of goods is achieved satisfactorily and within designated timelines

6

Finalise payment and contract

6.1

Advice is obtained on payment strategy to be followed

6.2

Arrangements are made to initiate currency hedging, letter of credit or payment by direct cheque or electronic funds transfer in accordance with advice received

6.3

Payments are authorised at appropriate times

6.4

Actions are taken to ensure any non-compliance with contractual conditions and specifications is rectified

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

assessing and managing risks as appropriate to work tasks

communicating effectively with others

completing relevant documentation

managing tasks with consideration of cultural and geographic backgrounds

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 to timelines and with required attention to detail and accuracy.

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:

agencies involved in importation arrangements such as customs brokers, freight forwarders, logistics and transport companies and consultants

methods of payment applicable to international purchasing

organisational policies and procedures for international purchasing

procedures for managing and controlling hazardous situations when carrying out work activities

relevant insurance brokers and available types of policies to cover identified risks

relevant legislation, codes of practice and national standards, for example Australian Customs Act, Trade Practices Act, law of contracts, quarantine legislation, national and international legislation relating to restrictions and prohibitions on imports

requirements for completing relevant documentation

sources of information and assistance external to organisation, for example relevant regulatory authorities, customs brokers, Austrade, state/territory government departments or agencies, chambers of commerce

sources of information on differences in equipment and related standard operating and servicing procedures

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.