Assessor Resource

BSBPMG427
Apply project procurement procedures

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to assist with procurement for a project. It involves identifying procurement requirements, assisting with supplier selection, conducting procurement activities, and assisting with procurement finalisation activities for the project.

The unit applies to individuals who are project practitioners working in a project support role.

The project assistant may be part of a project team under the direction of a project manager, or may work as part of a smaller scale, self-directed team.

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

assist application of project procurement processes during at least two different projects.

In the course of the above, the candidate must:

document procurement requirements for a workplace project, including clear descriptions of product and service, quality specifications, resource identification, supply and delivery requirements and supply and engagement metrics

apply procurement-management procedures to a workplace project, including selection criteria, testing and accepting, monitoring and receiving supplies

finalise procurement agreements.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

procurement-management policy, processes and procedures

procurement documentation requirements

components of contractual documentation and the legal obligations of all parties

process used to select preferred contractors

project procurement-management tools and techniques.

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

examples of project procurement documentation

examples of procurement tasks and activities

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

assist application of project procurement processes during at least two different projects.

In the course of the above, the candidate must:

document procurement requirements for a workplace project, including clear descriptions of product and service, quality specifications, resource identification, supply and delivery requirements and supply and engagement metrics

apply procurement-management procedures to a workplace project, including selection criteria, testing and accepting, monitoring and receiving supplies

finalise procurement agreements.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

procurement-management policy, processes and procedures

procurement documentation requirements

components of contractual documentation and the legal obligations of all parties

process used to select preferred contractors

project procurement-management tools and techniques.

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

examples of project procurement documentation

examples of procurement tasks and activities

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Contribute to establishing procurement requirements according to project objectives 
Contribute to developing procurement-management plan and documentation 
Gather and evaluate information on potential suppliers 
Make recommendations and assist in selection of preferred suppliers 
Contribute to establishing agreed terms and conditions with preferred suppliers 
Assist relevant personnel in establishing and checking relevant stakeholders perform agreed terms 
Assist in developing contractual documentation 
Test and accept supplies and confirm fit for purpose in both quality and suitability 
Undertake procurement activities and maintain information according to reporting, confidentiality and audit requirements 
Receive, reconcile and register supplies according to established procedures 
Monitor and control suppliers and contractual supply documentation 
Assist in finalising procurement activities 
Assist in review of project outcomes using available records to determine effectiveness of procurement activities 
Contribute to making changes to project procurement procedures based on feedback received 

Forms

Assessment Cover Sheet

BSBPMG427 - Apply project procurement procedures
Assessment task 1: [title]

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I declare that the assessment tasks submitted for this unit are my own work.

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Assessment Record Sheet

BSBPMG427 - Apply project procurement procedures

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

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Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

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