- BSBPMG509A - Manage project procurement
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
BSBPMG509A Mapping and Delivery Guide
Manage project procurement
Version 1.0
Issue Date: June 2024
Qualification | - |
Unit of Competency | BSBPMG509A - Manage project procurement |
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Description | This unit describes the performance outcomes, skills and knowledge required to undertake procurement and contract management within projects. It covers determining procurement requirements, establishing agreed procurement processes, conducting contracting and procurement activities, and managing finalisation processes.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement. | ||
Employability Skills | This unit contains employability skills. | ||
Learning Outcomes and Application | This unit applies to an individual who is clearly and solely responsible for the management and leadership of a complex project, either as an employee of an organisation or an external consultant.In the context of this unit a complex project is defined as a project which involves:the need for a comprehensive and multi faceted project planthe need for a formal internal or external communications strategya dedicated and diverse project budgetmultiple administrative componentsmultiple operational componentsa wide range of stakeholdersa project operations team.The functions performed by a program manager to manage procurement within multiple projects are addressed in BSBPMG609A Direct procurement and contracting for a project program. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. |
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Prerequisites/co-requisites | |||
Competency Field | Management and Leadership - Project Management |
Development and validation strategy and guide for assessors and learners | Student Learning Resources | Handouts Activities |
Slides PPT |
Assessment 1 | Assessment 2 | Assessment 3 | Assessment 4 | |
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Elements of Competency | Performance Criteria | |||||||
Element: Determine procurement requirements |
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Element: Establish agreed procurement processes |
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Element: Conduct contracting and procurement activities |
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Element: Implement contract and/or procurement |
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Element: Manage contract and procurement finalisation procedures |
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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: demonstrated experience in managing procurement and contracting processes in multiple complex projects knowledge of contracts and legal obligations as they relate to project management. |
Context of and specific resources for assessment | Assessment must ensure: access to workplace documentation in the area of procurement and contracts consideration of evidence from stakeholders as to how procurement was managed. |
Method of assessment | A range of assessment methods should be used to assess practical skill and knowledge. The following examples are appropriate for this unit: 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 of strategies for managing project procurement and their application to different situations analysis of responses in addressing case studies and scenarios which present project procurement and contract management issues and problems review of procurement management plan review of communication of agreed proposals and/or specifications to prospective contractors or suppliers assessment of evaluation of responses and selection processes for preferred contractors or suppliers review of identification and reporting of procurement management problems. |
Guidance information for assessment | Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example: other units in the Diploma of Project Management. |
Submission Requirements
List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, 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 |
problem-solving skills to resolve contractual and logistic issues negotiation skills to obtain required agreement in procurement and contracting discussions planning and organisational skills to identify procurement and contract requirements and to adjust and sequence these appropriately literacy and numeracy skills to produce and work with a range of procurement and contract documentation technology skills to use procurement and financial management software. |
Required knowledge |
contracts and legal obligations as they relate to project management procurement options, procedures and documentation relevant legislation, codes and national standards relevant. |
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. | |
Delegated authority refers to planning and activities that may: | be conducted routinely or as changing circumstances dictate be done independently within broad guidance or by taking the lead of a team involve consultation with other project members, teams and internal stakeholders involve the selection, use and supervision of appropriate procurement management methods, tools and techniques take into account internal organisational change and external environmental change |
Procurement management plan identifies and outlines: | how procurement arrangements are communicated to stakeholders processes to be used for procurement of resources process for monitoring and evaluating procurement related to the project procurement objectives, strategies and time lines resources to be obtained against a time line and budget responsibilities for staff/team members |
Modifications may be made: | in consultation with project team members, section heads, project manager and stakeholders independently or with higher project authority endorsement if necessary regularly throughout the project life cycle taking into account internal organisational change and external environmental change |
Procurement records and information may include: | contract change proposals and approvals contract discharge and asset disposal register contract documentation contract negotiation documentation contractor selection criteria, processes and recommendations procurement management plan product specifications test and acceptance procedures and documentation |
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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Identify procurement requirements with input from stakeholders as the basis for procurement planning and contracts | |||
Establish and maintain, within delegated authority, an agreed procurement management plan and strategies to ensure clarity of understanding between stakeholders and achievement of project objectives | |||
Obtain information from established sources capable of fulfilling procurement requirements to determine how project objectives can be met | |||
Adopt established selection processes and selection criteria, including occupational health and safety (OHS) requirements, and communicate to stakeholders and prospective contractors or suppliers to ensure fair competition | |||
Obtain approvals for procurement processes to be used for the project from higher project authority to enable formal discussions to be conducted | |||
Communicate agreed proposals and/or specifications to prospective contractors or suppliers to ensure clarity of understanding of project objectives | |||
Evaluate responses and select preferred contractors or suppliers in accordance with current legal requirements and agreed selection processes | |||
Conduct negotiations with preferred contractor or supplier, with guidance of higher project authority if necessary, to agree on contract terms and conditions, establish common goals and minimise uncertainty | |||
Implement established procurement management plan and make modifications with higher project authority approval, to ensure a common approach to achievement of objectives | |||
Review progress and manage agreed changes to ensure timely completion of tasks, resolution of conflicts and achievement of project objectives within the legal framework of the contract | |||
Identify and report procurement management problems to higher project authority and implement agreed remedial actions to ensure project objectives are met | |||
Conduct finalisation activities to ensure contract deliverables meet contractual requirements | |||
Review project outcomes using available procurement records and information to determine effectiveness of contracting and procurement processes and procedures | |||
Document lessons learned and recommended improvements, and pass on to higher project authority for application in future projects |
Forms
Assessment Cover Sheet
BSBPMG509A - Manage project procurement
Assessment task 1: [title]
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Assessment Record Sheet
BSBPMG509A - Manage project procurement
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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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