- BSBPUR501B - Develop, implement and review purchasing strategies
Assessor Resource
BSBPUR501B
Develop, implement and review purchasing strategies
Assessment tool
Version 1.0
Issue Date: June 2024
This unit applies to individuals who develop strategies detailing the organisation's policies, guidelines and procedures for purchasing.
The unit is typically undertaken by a senior purchasing officer or purchasing manager. While they may work closely with other staff members in the organisation, they have individual responsibility and autonomy to develop, communicate and implement organisational purchasing strategies.
Individuals undertaking this unit support the work of other employees carrying out purchasing activities.
This unit specifies the outcomes required to develop, implement and evaluate an organisation's purchasing strategies, and implement improvements to those strategies.
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: development of purchasing objectives and strategies for an organisation implementation of those purchasing strategies in an organisation evaluation and implementation of improvements to purchasing strategies in an organisation. |
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 documented purchasing objectives and strategies direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate oral or written questioning to assess knowledge review testimony from team members, colleagues, supervisors or managers review of authenticated documents from the workplace or training environment. |
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 and negotiation skills to liaise with suppliers and relevant stakeholders and negotiate agreement appropriate purchasing strategies literacy skills to write purchasing policies and procedures and reports containing complex concepts financial management skills to create and manage a budget framework for conducting purchasing activities technology skills to operate software relating to online purchasing. |
Required knowledge |
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 information about industry benchmarks for purchasing, including information from: peak bodies and industry associations Australian Standards organisation policies and procedures related to: business terms and conditions for purchasing, tendering and contracting contracting and tendering ethical behaviour purchasing product knowledge related to goods and services required by the organisation range of software programs used in online purchasing. |
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. | |
Relevant stakeholders may include: | clients contractors customers suppliers tenderers |
Personnel may include: | Board members CEOs coordinators internal users of purchased goods and services leaders managers owners relevant staff in other work sections staff in own work section, team members and colleagues supervisors |
Purchasing strategies may include: | criteria for evaluating purchasing performance different policies, procedures and strategies for different dollar values of purchases key performance indicators for purchasing limits of authority to approve purchases methodology for evaluating purchasing performance organisational and industry codes of conduct and ethics policies, procedures, guidelines and documentation formats for purchasing from suppliers including entities owned by the organisation, partners, alliance members and local and distant suppliers requirements for fairness and transparency in purchasing |
Legal requirements may include issues in relation to: | access and equity accreditation, licence, patent and copyright codes of practice data collection, storage and retrieval ethical conduct and governance industrial relations insurance occupational health and safety operation, maintenance and service of tools, equipment, plant and machinery planning privacy and confidentiality professional development standards (Australian and international) warranties |
The five rights are: | right supplier: demonstrable expertise and experience due diligence requirements ethical conduct requirements evidence of past legal compliance requirements to use organisations linked by ownership, partnership, alliance or other arrangements right price: cost/price analysis value-for-money right quantity: supply guarantees right quality: confidentiality and probity requirements key performance indicators measures to manage risk quality accreditation right time: supply guarantees |
Resources may include human, physical and other resources such as: | documentation required for purchasing, such as proformas, order forms, standard tender documentation and basic standard contracts software systems for inventory management or online purchasing staff to undertake or assist with purchasing |
Support may include: | information sessions and briefings training programs written information including procedures and internet or intranet-based information |
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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Research and analyse the suitability of industry benchmarks for purchasing for the organisation | |||
Analyse organisation's purchasing data and information | |||
Undertake consultations with relevant stakeholders and personnel to inform development of purchasing objectives | |||
Draft purchasing objectives in line with organisation's goals | |||
Gain approval from relevant personnel for purchasing objectives | |||
Develop purchasing strategies, taking into account legal requirements and purchasing objectives | |||
Include five rights in purchasing criteria | |||
Develop human resource, financial and other plans to support implementation of purchasing strategies | |||
Make changes resulting from feedback from relevant personnel about purchasing plans and strategies | |||
Gain approval for plans to implement purchasing plans and strategies | |||
Communicate purchasing strategies to relevant personnel and stakeholders | |||
Access resources needed to implement purchasing strategies | |||
Provide support to implement purchasing strategies | |||
Monitor implementation of purchasing strategies by the organisation | |||
Identify and address problems and issues arising during implementation of purchasing strategies | |||
Provide reports to relevant personnel and stakeholders on the implementation of purchasing strategies | |||
Review implementation of purchasing strategies | |||
Identify improvements to purchasing strategies from review process | |||
Gain approval to implement improvements to purchasing strategies | |||
Communicate improvements to relevant stakeholders and provide support to implement improvements | |||
Monitor and review implementation of improvements to determine their effectiveness |
Forms
Assessment Cover Sheet
BSBPUR501B - Develop, implement and review purchasing strategies
Assessment task 1: [title]
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Assessment Record Sheet
BSBPUR501B - Develop, implement and review purchasing strategies
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Assessment task 1: [title] Result: Competent Not yet competent
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Overall assessment result: Competent Not yet competent
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