Plan purchasing

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver BSBPUR401B, 'Plan purchasing'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Plan purchasing' on This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to for every purchase, so go nuts :)

Elements and Performance Criteria



1. Prepare invitations to offer

1.1. Obtain specifications for goods and services to be purchased from relevant personnel and clarify as required

1.2. Select purchasing methods most appropriate to particular purchases

1.3. Prepare invitations to offer

1.4. Obtain approval of invitations to offer

2. Identify suppliers

2.1. Review organisation's records for potential suppliers

2.2. Identify sources of supply

2.3. Invite suppliers

2.4. Evaluate sources of supply against requirements of purchasing strategies

3. Issue invitations to offer

3.1. Distribute invitations to offer

3.2. Conduct briefings as required

3.3. Clarifyissues arising with suppliers in line with purchasing strategies

4. Prepare recommendations to purchase

4.1. Receive offer documents from suppliers

4.2. Assess offer documents against requirements of purchasing strategies

4.3. Seek further information from suppliers as required

4.4. Obtain specialist expertise to assist with evaluation as required

4.5. Evaluate offers against requirements of purchasing strategies

4.6. Prepare shortlists of suppliers that make offers and who meet purchasing criteria

4.7. Select preferred offers

4.8. Make recommendations about preferred offers and seek approval by relevant personnel

4.9. Obtain approval for recommended offers

Qualifications and Skillsets

BSBPUR401B appears in the following qualifications:

  • BSB41607 - Certificate IV in Purchasing
  • CUS40309 - Certificate IV in Music Business
  • SFI40311 - Certificate IV in Seafood Industry (Environmental Management)
  • SFI40211 - Certificate IV in Fishing Operations
  • SFI40111 - Certificate IV in Aquaculture
  • SFI40511 - Certificate IV in Seafood Processing
  • CUE50303 - Diploma of Live Production, Theatre and Events (Technical Production)
  • CUE50403 - Diploma of Venues and Events
  • LMT50607 - Diploma of Fashion and Textiles Merchandising
  • LMT41207 - Certificate IV in Fashion and Textiles Merchandising
  • LMT60507 - Advanced Diploma of Fashion and Textiles Merchandising
  • SIR40207 - Certificate IV in Retail Management
  • CUF40407 - Certificate IV in Make-up