- BSBPUR301B - Purchase goods and services
Assessor Resource
BSBPUR301B
Purchase goods and services
Assessment tool
Version 1.0
Issue Date: May 2024
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.
This unit specifies the outcomes required to determine purchasing requirements, and make and receive purchases.
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)
Employability Skills
This unit contains employability skills.
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 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. |
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.
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Required skills |
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. |
Required knowledge |
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 contract law import of goods and services, where relevant sale of goods legislation Trade Practices Act organisation policy and procedures relating to: purchasing strategies 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: accountability probity and transparency risk management value for money. |
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: | CEOs managers leaders coordinators supervisors other persons authorised to commit the organisation to purchases internal users of purchased goods and services owner Board members specialist personnel involved in purchasing, asset maintenance and finance |
Purchasing methods may include: | credit card purchases direct purchases from retail outlets online purchases petty cash 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 |
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 |
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Read, understand and clarify organisation's purchasing strategies as required | |||
Determine own role and limits of authority in consultation with relevant personnel | |||
Receive purchase specifications from relevant personnel and clarify as required | |||
Select purchasing methods most appropriate to particular purchases within limits of own role | |||
Obtain approvals for purchases as required | |||
Obtain quotations from suppliers as required | |||
Select suppliers, place orders and make purchases | |||
Receive goods or make arrangements to receive services | |||
Advise relevant personnel of receipt of purchase | |||
Ensure goods received are checked for compliance with specifications | |||
Take action to resolve non-compliance with specifications | |||
Facilitate registration of new assets | |||
File and store purchase records |
Forms
Assessment Cover Sheet
BSBPUR301B - Purchase goods and services
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
BSBPUR301B - Purchase goods and services
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: