- BSBPUR301B - Purchase goods and services
Purchase goods and services
This unit applies to individuals who conduct low risk, low expenditure purchasing for an organisation using established and documented purchasing strategies. The unit may be undertaken by someone working in a small organisation who has general responsibility for conducting purchasing within an organisation, or by a purchasing specialist working in a large organisation.
Some judgement may be required to make decisions in the implementation of purchasing strategies and work is generally conducted under the supervision of others.
Elements and Performance Criteria
1. Understand purchasing and own requirements
1.1. Read, understand and clarify organisation's purchasing strategies as required
1.2. Determine own role and limits of authority in consultation with relevant personnel
2. Make purchases
2.1. Receive purchase specifications from relevant personnel and clarify as required
2.2. Select purchasing methods most appropriate to particular purchases within limits of own role
2.3. Obtain approvals for purchases as required
2.4. Obtain quotations from suppliers as required
2.5. Select suppliers, place orders and make purchases
3. Receive purchases
3.1. Receive goods or make arrangements to receive services
3.2. Advise relevant personnel of receipt of purchase
3.3. Ensure goods received are checked for compliance with specifications
3.4. Take action to resolve non-compliance with specifications
3.5. Facilitate registration of new assets
3.6. File and store purchase records
culturally appropriate communication skills to relate to people from diverse backgrounds and people with diverse abilities
communication skills to liaise with suppliers and end users of purchases
literacy skills to document purchases and write reports on purchasing activities
information management and research skills to analyse and assess purchasing options and offers
technology skills to use of software to keep records of purchases made
data collection skills to keep records related to purchasing.
codes of ethics and conduct
identification and overview knowledge of key provisions of relevant legislation from all levels of government that affects business operations, codes of practice and national standards, such as:
consumer protection legislation
import of goods and services, where relevant
sale of goods legislation
Trade Practices Act
organisation policy and procedures relating to:
record-keeping systems related to purchasing and assets
standard contracting arrangements
product knowledge about the goods and services being supplied
purchasing and procurement principles for:
probity and transparency
value for money.
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
obtaining quotes from prospective suppliers for a low risk, low expenditure good to be purchased
selection of appropriate purchasing methods for a low risk, low expenditure purchase
receipt, checking and documentation of a low risk, low expenditure purchase.
Context of and specific resources for assessment
Assessment must ensure:
access to an actual workplace or simulated environment
access to office equipment and resources
organisation's purchasing strategies and relevant purchasing records.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
analysis of responses to case studies and scenarios
assessment of written reports documenting purchasing requirements and records of purchases made
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
observation of obtaining quotes form suppliers
oral or written questioning to assess knowledge
review testimony from team members, colleagues, supervisors or managers.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
other purchasing units.
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Purchasing strategies may include:
criteria for making purchasing decisions
legal requirements and policies and procedures that underpin strategies and that are relevant to role
policies, procedures, guidelines and documentation formats for purchasing from suppliers including entities owned by the organisation, partners, alliance members and local and distant suppliers
Limits may include:
approval processes for purchases
expenditure approval limits
Relevant personnel may include:
other persons authorised to commit the organisation to purchases
internal users of purchased goods and services
specialist personnel involved in purchasing, asset maintenance and finance
Purchasing methods may include:
credit card purchases
direct purchases from retail outlets
purchases using standing agreements or accounts with suppliers
written and/or verbal quotations
written and/or verbal supply agreements
Purchase records may include:
corporate credit card transaction documentation
invoices, statements and payment requests
petty cash vouchers
purchase requests and orders
receipt advices for goods and services
records of supplier performance
Administration - Purchasing and Contracting
This unit contains employability skills.