• TLIR4002A - Source goods/services and evaluate contractors

Source goods/services and evaluate contractors

This unit involves the skills and knowledge required to source goods/materials/services and evaluate contractors including analysing supply requirements, and evaluating and selecting appropriate potential contractor(s). Licensing, legislative, regulatory or certification requirements are applicable to this unit.


Work is performed under general guidance on progress and outcomes of work. It involves discretion and judgement for self and others in planning and using resources, services and processes to achieve required outcomes within organisational policy and procedures. This includes the application of established workplace procedures to source goods and to evaluate potential contractors.

A range of opportunities may be used to develop the work area and to support the development of work systems and innovative strategies to deal with contingencies and to encourage the achievement of the organisations' goals and key performance objectives by the work area and the individuals and teams within it.

The unit generally applies to those with responsibility for resource coordination and allocation and who provide leadership of others individually or in teams.


Not Applicable

Elements and Performance Criteria



1Analyse supply requirements

1.1 Purpose and specifications of required goods/services are identified

1.2 Criteria to evaluate potential or existing contractor performance is established

1.3 Quantities of required goods/services are determined

1.4 Frequency of ordering/requesting of goods/services is identified

2Evaluate potential contractors

2.1 Contractors of requested goods/materials/services are identified

2.2 Comparative costings for goods/materials/services are obtained

2.3 Contractors' ability to provide a consistent level of performance on repeat jobs is assessed

2.4 Contractors are evaluated in relation to established criteria and in accordance with workplace and regulatory procedures

2.5 A prioritised contractor shortlist is established based on the capacity of contractors to provide a cost competitive quality service

2.6 The outcomes of the contractor selection process are documented including recommendations for actioning agreements/contracts with selected contractors

2.7 Information and data generated during the selection process is filed and maintained in accordance with workplace procedures

Required Skills


This describes the essential knowledge and skills and their level required for this unit.

Required knowledge:

Relevant regulatory and code requirements

Relevant OH&S responsibilities and procedures

Workplace policies, procedures and protocols for the sourcing and supply of goods/services, and the evaluation of potential supply contractors

Workplace grievance and disputation handling policies and procedures

Workplace business policies and plans as they relate to supply contracts, including procedures for maintenance of confidentiality

Focus of operation of recording, reporting and statistical analysis systems and resources

Resource availability including the processing capacity of equipment and software systems for statistical analysis of data

Typical problems that can occur when sourcing goods and services and evaluating contractors, and related appropriate action that can be taken

Required skills:

Communicate and negotiate effectively with others when sourcing goods and services and evaluating contractors

Read and interpret instructions, procedures and information and signs relevant to the sourcing of goods and services and the evaluation of contractors

Interpret and follow operational instructions and prioritise work

Complete documentation related to the sourcing of goods and services and the evaluation of contractors

Operate electronic communication equipment to required protocol

Work collaboratively with others when sourcing goods and services and evaluating contractors

Adapt appropriately to cultural differences in the workplace, including modes of behaviour and interactions with others

Promptly report and/or rectify any identified problems that may arise when sourcing goods and services and evaluating contractors in accordance with regulatory requirements and workplace procedures

Monitor work activities in terms of planned schedule

Modify activities depending on differing operational contingencies, risk situations and environments

Work systematically with required attention to detail without injury to self or others, or damage to goods or equipment

Select and appropriately apply technology, information systems and procedures to workplace tasks

Adapt to differences in equipment in accordance with standard operating procedures

Evidence Required

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required knowledge and skills, the range statement and the assessment guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:

the underpinning knowledge and skills

relevant legislation and workplace procedures

other relevant aspects of the range statement

Context of and specific resources for assessment

Performance is demonstrated consistently over a period of time and in a suitable range of contexts

Resources for assessment include:

a range of relevant exercises, case studies and/or other simulated practical and knowledge assessment, and/or

access to an appropriate range of relevant operational situations in the workplace

In both real and simulated environments, access is required to:

relevant and appropriate materials and equipment, and

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

Method of assessment

Assessment of this unit must be undertaken by a registered training organisation

As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests

Practical assessment must occur:

through activities in an appropriately simulated environment at the registered training organisation, and/or

in an appropriate range of situations in the workplace

Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance.

The workplace environment may involve twenty-four hour operation and may include:

single and multi-site location

large, medium or small companies

Services, products, risks, work systems and requirements may:

potentially vary across different sections of the workplace

Operations require:

customer and supplier contact and coordination

Contractors may be:

for one-off or repeat supplies/contract services

Document/data interchange may be:



Selection processes include:

procedures for maintenance of confidentiality and integrity

Personnel in work area may include

other employees and supervisors

customers and suppliers

external authorities and agencies

management and union representatives

industrial relations, occupational health and safety specialists

other professional or technical staff, contractors and maintenance personnel

Depending on the type of organisation concerned and the local terminology used, workplace procedures may include:

company procedures

enterprise procedures

organisational procedures

established procedures

Information/documentation may include:

quality and work specifications and procedures

specifications for required products or services

manufacturers specifications and/or suppliers handling and storage advice

workplace procedures, policies and instructions

OH&S regulations and procedures

supplier and/or client instructions

materials safety data sheets

relevant agreements, codes of practice including the national standards for manual handling and the industry safety code

legislation, regulations and related documentation, including regulations related to hazardous substances, dangerous goods and environment protection

reports of accidents and incidents within regulatory requirements and enterprise procedures

workplace guidelines on appropriate workplace language and communication strategies and interpretation of relevant information

quality assurance procedures

Applicable regulations and legislation may include:

relevant regulations, standards and codes of practice

relevant Australian and state/territory OH&S legislation

equal employment legislation and related policies

environmental protection regulations

hazardous substances and dangerous goods codes

relevant Australian standards and certification requirements

licence, patent or copyright arrangements


Not Applicable

Employability Skills

This unit contains employability skills.

Licensing Information

Refer to Unit Descriptor