ELEMENT S 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

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

1 

Identify purchasing requirements 

1.1

Purchasing requirements are identified from orders and instructions in accordance with workplace procedures

1.2

Quantities, quality of goods, price limitations and delivery requirements are determined or confirmed in consultation with appropriate personnel

2 

Source purchase 

2.1

Source/s of materials are identified from workplace preferred supplier lists or through networks and knowledge of local and/or overseas suppliers

2.2

Supplier/vendor is advised of requirements and specifications in accordance with site requirements

2.3

Availability of supply is confirmed

2.4

Difficulties in supply are reported in accordance with workplace procedures

3 

Check costings 

3.1

Alternative suppliers are contacted to check different costings

3.2

Actual costs are compared to predicted costs

3.3

Recommendations regarding alternative suppliers are communicated to appropriate personnel in accordance with workplace procedures

3.4

All records/reports are maintained in accordance with site requirements

4 

Purchase materials 

4.1

Capacity of supplier to meet price, quality and delivery expectations is confirmed

4.2

Order is placed with supplier and delivery schedules are confirmed

4.3

Appropriate orders and invoices are exchanged in accordance with workplace procedures

4.4

Materials are checked/inspected on receipt in accordance with site requirements in accordance with workplace procedures

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

• applying relevant legislation and workplace procedures
• communicating and working effectively with others
• completing relevant documentation including reports and documenting discrepancies
• identifying, sourcing and procuring purchasing requirements in accordance with workplace procedures
• interpreting and following operational instructions and prioritising work
• modifying activities depending on operational contingencies, risk situations and environments
• operating electronic communications equipment to required protocol
• reading and interpreting relevant instructions, procedures, information and signs
• reporting and/or rectifying identified problems, errors in data input, collection or measurement promptly, particularly in relation to cost, order quantity or quality.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

• different types of purchasing systems, their use and applications
• enterprise purchase/sales records system
• procedures for operating electronic communications equipment
• relevant sections of national, state/territory legislative and regulatory requirements, and codes of practice, particularly those relating to trade practices and privacy of information
• requirements for completing relevant documentation, particularly in relation to systems implementation
• steps involved in planning work activities
• typical problems encountered in implementing purchasing systems and possible solutions.