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Evidence Guide: TLIR5006 - Develop, implement and review purchasing strategies

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

 

TLIR5006 - Develop, implement and review purchasing strategies

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

Determine purchasing objectives

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Industry benchmarks for purchasing are researched and analysed for organisational suitability

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Organisation’s purchasing data and information are analysed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Consultations are undertaken with relevant stakeholders and personnel to inform development of purchasing objectives

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Purchasing objectives are drafted in line with organisational goals

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Approval is gained from relevant personnel for purchasing objectives

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop purchasing strategies

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Purchasing strategies are developed, taking into account legal requirements and purchasing objectives

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Five Rights are included in purchasing criteria

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Human resources, financial and other plans are developed to support the implementation of purchasing strategies

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Approval is gained to implement plans and purchasing strategies

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Changes resulting from approval processes are made to plans and strategies, as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement purchasing strategies

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Purchasing strategies are communicated to relevant personnel and stakeholders

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Resources needed to implement purchasing strategies are identified and accessed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Support is provided to implement purchasing strategies

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implementation of purchasing strategies by the organisation is monitored

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Problems and issues arising during implementation are identified and addressed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Reports are provided to relevant personnel and stakeholders on implementation of purchasing strategies

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate purchasing strategies and implement improvements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implementation of purchasing strategies is reviewed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Improvements to purchasing strategies are identified from review process

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Approval is gained to implement improvements to purchasing strategies

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Improvements are communicated to relevant stakeholders and support is provided to implement improvements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implementation of improvements is monitored and reviewed to determine effectiveness of improvements

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

Determine purchasing objectives

1.1

Industry benchmarks for purchasing are researched and analysed for organisational suitability

1.2

Organisation’s purchasing data and information are analysed

1.3

Consultations are undertaken with relevant stakeholders and personnel to inform development of purchasing objectives

1.4

Purchasing objectives are drafted in line with organisational goals

1.5

Approval is gained from relevant personnel for purchasing objectives

2

Develop purchasing strategies

2.1

Purchasing strategies are developed, taking into account legal requirements and purchasing objectives

2.2

Five Rights are included in purchasing criteria

2.3

Human resources, financial and other plans are developed to support the implementation of purchasing strategies

2.4

Approval is gained to implement plans and purchasing strategies

2.5

Changes resulting from approval processes are made to plans and strategies, as required

3

Implement purchasing strategies

3.1

Purchasing strategies are communicated to relevant personnel and stakeholders

3.2

Resources needed to implement purchasing strategies are identified and accessed

3.3

Support is provided to implement purchasing strategies

3.4

Implementation of purchasing strategies by the organisation is monitored

3.5

Problems and issues arising during implementation are identified and addressed

3.6

Reports are provided to relevant personnel and stakeholders on implementation of purchasing strategies

4

Evaluate purchasing strategies and implement improvements

4.1

Implementation of purchasing strategies is reviewed

4.2

Improvements to purchasing strategies are identified from review process

4.3

Approval is gained to implement improvements to purchasing strategies

4.4

Improvements are communicated to relevant stakeholders and support is provided to implement improvements

4.5

Implementation of improvements is monitored and reviewed to determine effectiveness of improvements

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

Determine purchasing objectives

1.1

Industry benchmarks for purchasing are researched and analysed for organisational suitability

1.2

Organisation’s purchasing data and information are analysed

1.3

Consultations are undertaken with relevant stakeholders and personnel to inform development of purchasing objectives

1.4

Purchasing objectives are drafted in line with organisational goals

1.5

Approval is gained from relevant personnel for purchasing objectives

2

Develop purchasing strategies

2.1

Purchasing strategies are developed, taking into account legal requirements and purchasing objectives

2.2

Five Rights are included in purchasing criteria

2.3

Human resources, financial and other plans are developed to support the implementation of purchasing strategies

2.4

Approval is gained to implement plans and purchasing strategies

2.5

Changes resulting from approval processes are made to plans and strategies, as required

3

Implement purchasing strategies

3.1

Purchasing strategies are communicated to relevant personnel and stakeholders

3.2

Resources needed to implement purchasing strategies are identified and accessed

3.3

Support is provided to implement purchasing strategies

3.4

Implementation of purchasing strategies by the organisation is monitored

3.5

Problems and issues arising during implementation are identified and addressed

3.6

Reports are provided to relevant personnel and stakeholders on implementation of purchasing strategies

4

Evaluate purchasing strategies and implement improvements

4.1

Implementation of purchasing strategies is reviewed

4.2

Improvements to purchasing strategies are identified from review process

4.3

Approval is gained to implement improvements to purchasing strategies

4.4

Improvements are communicated to relevant stakeholders and support is provided to implement improvements

4.5

Implementation of improvements is monitored and reviewed to determine effectiveness of improvements

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 effectively with others when developing, implementing and reviewing purchasing strategies, including consulting and negotiating with stakeholders, writing policies and procedures, and supporting staff to implement strategies

developing human resources, financial and other plans when developing, implementing and reviewing purchasing strategies

identifying and addressing problems relating to developing, implementing and reviewing purchasing strategies

monitoring, reviewing and evaluating purchasing strategies

planning and prioritising work activities, and researching and analysing data

preparing reports appropriate to developing, implementing and reviewing purchasing strategies

reading and interpreting instructions, procedures and information relevant to work activities.

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:

concept of the ‘Five Rights’:

right price

right quality

right quantity

right supplier

right time

information about industry benchmarks for purchasing, including information from peak bodies, industry associations and Australian standards

organisational policies and procedures related to purchasing; contracting and tendering; business terms and conditions for purchasing, tendering and contracting; and ethical behaviour

product knowledge related to goods and services required by the organisation

relevant legislation, codes of practice, national and international standards, such as Trade Practices Act, contract law, sale of goods legislation, and legislation related to the import of goods and services.

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.