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Evidence Guide: BSBPUR401 - Plan purchasing

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

BSBPUR401 - Plan purchasing

What evidence can you provide to prove your understanding of each of the following citeria?

Prepare invitations to offer

  1. Obtain specifications for goods and services to be purchased from relevant personnel and clarify as required
  2. Select purchasing methods most appropriate to particular purchases
  3. Prepare invitations to offer
  4. Obtain approval of invitations to offer
Obtain specifications for goods and services to be purchased from relevant personnel and clarify as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select purchasing methods most appropriate to particular purchases

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare invitations to offer

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain approval of invitations to offer

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify suppliers

  1. Review organisation’s records for potential suppliers
  2. Identify sources of supply
  3. Invite suppliers
  4. Evaluate sources of supply against requirements of purchasing strategies
Review organisation’s records for potential suppliers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify sources of supply

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Invite suppliers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate sources of supply against requirements of purchasing strategies

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Issue invitations to offer

  1. Distribute invitations to offer
  2. Conduct briefings as required
  3. Clarify issues arising with suppliers in line with purchasing strategies
Distribute invitations to offer

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct briefings as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Clarify issues arising with suppliers in line with purchasing strategies

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare recommendations to purchase

  1. Receive offer documents from suppliers
  2. Assess offer documents against requirements of purchasing strategies
  3. Seek further information from suppliers as required
  4. Obtain specialist expertise to assist with evaluation as required
  5. Evaluate offers against requirements of purchasing strategies
  6. Prepare shortlists of suppliers that make offers and who meet purchasing criteria
  7. Select preferred offers
  8. Make recommendations about preferred offers and seek approval from relevant personnel
  9. Obtain approval for recommended offers
Receive offer documents from suppliers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess offer documents against requirements of purchasing strategies

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Seek further information from suppliers as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain specialist expertise to assist with evaluation as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate offers against requirements of purchasing strategies

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare shortlists of suppliers that make offers and who meet purchasing criteria

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select preferred offers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Make recommendations about preferred offers and seek approval from relevant personnel

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain approval for recommended offers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Prepare invitations to offer

1.1 Obtain specifications for goods and services to be purchased from relevant personnel and clarify as required

1.2 Select purchasing methods most appropriate to particular purchases

1.3 Prepare invitations to offer

1.4 Obtain approval of invitations to offer

2. Identify suppliers

2.1 Review organisation’s records for potential suppliers

2.2 Identify sources of supply

2.3 Invite suppliers

2.4 Evaluate sources of supply against requirements of purchasing strategies

3. Issue invitations to offer

3.1 Distribute invitations to offer

3.2 Conduct briefings as required

3.3 Clarify issues arising with suppliers in line with purchasing strategies

4. Prepare recommendations to purchase

4.1 Receive offer documents from suppliers

4.2 Assess offer documents against requirements of purchasing strategies

4.3 Seek further information from suppliers as required

4.4 Obtain specialist expertise to assist with evaluation as required

4.5 Evaluate offers against requirements of purchasing strategies

4.6 Prepare shortlists of suppliers that make offers and who meet purchasing criteria

4.7 Select preferred offers

4.8 Make recommendations about preferred offers and seek approval from relevant personnel

4.9 Obtain approval for recommended offers

Required Skills and Knowledge

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Prepare invitations to offer

1.1 Obtain specifications for goods and services to be purchased from relevant personnel and clarify as required

1.2 Select purchasing methods most appropriate to particular purchases

1.3 Prepare invitations to offer

1.4 Obtain approval of invitations to offer

2. Identify suppliers

2.1 Review organisation’s records for potential suppliers

2.2 Identify sources of supply

2.3 Invite suppliers

2.4 Evaluate sources of supply against requirements of purchasing strategies

3. Issue invitations to offer

3.1 Distribute invitations to offer

3.2 Conduct briefings as required

3.3 Clarify issues arising with suppliers in line with purchasing strategies

4. Prepare recommendations to purchase

4.1 Receive offer documents from suppliers

4.2 Assess offer documents against requirements of purchasing strategies

4.3 Seek further information from suppliers as required

4.4 Obtain specialist expertise to assist with evaluation as required

4.5 Evaluate offers against requirements of purchasing strategies

4.6 Prepare shortlists of suppliers that make offers and who meet purchasing criteria

4.7 Select preferred offers

4.8 Make recommendations about preferred offers and seek approval from relevant personnel

4.9 Obtain approval for recommended offers