This unit describes the skills and knowledge required to identify suppliers, determine procurement methods, establish a plan and prepare for procurement activities.

It applies to individuals who are required to plan for complex procurement activities through the identification of materials and services to support organisation strategies.

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

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

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)

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.

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
Determine and agree organisation need for goods and/ or services to be procured
Obtain specifications for goods and services to be procured from relevant personnel and clarify as required
Research and identify supply market for goods and/ or services to be procured
Select procurement methods most appropriate to particular goods and services to be procured
Communicate with stakeholders to approve goods and/ or services to be procured
Assess the scope and function of goods and/or services to be procured, identifying outcomes, objectives and logistics
Establish procurement timeframe and develop a schedule for tender of goods and/ or services
Create measurable outputs for desired contractual outcomes
Specify resource requirements and stakeholders responsible for key procurement activities
Conduct market analysis to identify suppliers
Develop request for quotation documentation and invite suppliers to bid
Review suppliers against procurement requirements and organisational protocols
Make recommendations about preferred offers, seek and obtain approval from relevant personnel
Establish a strategy for managing the outputs from the supplier
Develop key performance indicators to monitor performance and ensure outcomes are achieved
Create a management strategy for transition in/out issues
Consult with stakeholders to confirm procurement plan
Consult with stakeholders through all stages of the development of the procurement plan

Assessment Cover Sheet

BSBPRC401 - Plan procurement

Assessment task 1: [title]

Student name:

Student ID:

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

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

BSBPRC401 - Plan procurement

Student name:

Student ID:

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

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: