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Unit of competency details

BSBPMG408A - Apply contract and procurement procedures (Release 2)

Summary

Usage recommendation:
Superseded
Mapping:
MappingNotesDate
Is superseded by BSBPMG416A - Apply project procurement proceduresNew unit code and title. Revised and updated unit descriptor and application of unit section. New element wording. Substantially rewritten and clarified performance criteria. Expanded and updated required knowledge section. Expanded and updated range statement. Updated and clarified evidence guide. Removed assessment requirement for ‘multiple complex projects’. 17/Mar/2013

Releases:
ReleaseRelease date
2 (this release) 28/Nov/2011
(View details for release 1) 10/Mar/2009

Qualifications that include this unit

CodeSort Table listing Qualifications that include this unit by the Code columnTitleSort Table listing Qualifications that include this unit by the Title columnUsage RecommendationRelease
CUF40407 - Certificate IV in Make-upCertificate IV in Make-upSuperseded
PSP41212 - Certificate IV in Government (Project Management)Certificate IV in Government (Project Management)Deleted
PSP41204 - Certificate IV in Government (Project Management)Certificate IV in Government (Project Management)Superseded1-2 
BSB41507 - Certificate IV in Project ManagementCertificate IV in Project ManagementSuperseded
CUF40507 - Certificate IV in Costume for PerformanceCertificate IV in Costume for PerformanceSuperseded
RII40609 - Certificate IV in Civil Construction OperationsCertificate IV in Civil Construction OperationsSuperseded1-2 
RII40709 - Certificate IV in Civil Construction SupervisionCertificate IV in Civil Construction SupervisionSuperseded
CUF50407 - Diploma of Specialist Make-up ServicesDiploma of Specialist Make-up ServicesSuperseded
CUF40107 - Certificate IV in Screen and MediaCertificate IV in Screen and MediaSuperseded
FPI40211 - Certificate IV in Timber ProcessingCertificate IV in Timber ProcessingSuperseded1-2 
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Classifications

SchemeCodeClassification value
ASCED Module/Unit of Competency Field of Education Identifier 080315 Project Management  

Classification history

SchemeCodeClassification valueStart dateEnd date
ASCED Module/Unit of Competency Field of Education Identifier 080315 Project Management  25/Jul/2008 
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Modification History

Release 

Comments 

Release 2 

New release of this Qualification released with version 6 of BSB07 Business Services Training Package.

  • Inclusion of ‘audit of environmentally sustainable supply practices’ in the Range Statement

Unit Descriptor

This unit describes the performance outcomes, skills and knowledge required to assist with contracting and procurement for a project. It covers identifying procurement and contract requirements, assisting with contractor selection, conducting contracting and procurement activities and assisting with finalisation of activities for the project.

Application of the Unit

This unit applies to a project team member working under the direction of a project manager with other project team members. The individual may be operating within an organisation or as a consultant. The skills should be applied in the context of multiple complex projects, with the individual operating as part of a specialist project management team.

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 plan
  • the need for a formal internal or external communications strategy
  • a dedicated and diverse project budget
  • multiple administrative components
  • multiple operational components
  • a wide range of stakeholders
  • a project operations team.

The functions performed by a worker managing a straightforward project or a section of a larger project where project management is not the main focus of the job role are covered by BSBPMG510A Manage projects.

The functions performed by a project manager to manage procurement for the whole project are addressed in BSBPMG509A Manage project procurement.

Licensing/Regulatory Information

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.

Pre-Requisites

Employability Skills Information

This unit contains employability skills.

Elements and Performance Criteria Pre-Content

Elements describe the essential outcomes of a unit of competency.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide.

Elements and Performance Criteria

ELEMENT 

PERFORMANCE CRITERIA 

1. Assist with contract and procurement planning

1.1. Contribute to the establishment of procurement requirements

1.2. Act under delegated authority  to contribute to the development of the procurement management plan

1.3. Contribute to the development of project documentation for contract definition and formation

2. Contribute to contractor selection process

2.1. Gather and evaluate information on potential suppliers

2.2. Make recommendations to assist in selection of preferred contractors

2.3. Provide contribution to the definition of agreed terms and conditions with preferred contractor/s

2.4. Assist with the development of the final tendering and contractual documentation

3. Conduct contracting and procurement activities

3.1. Undertake procurement activities  and maintain information so that reporting, confidentiality and audit requirements are met

3.2. Receive, reconcile and register supplies in accordance with established procedures to facilitate payment throughout project

3.3. Monitor and control contractors and suppliers and their activities for compliance with designated responsibilities, deliverables, time/cost and quality conformance and other requirements

4. Conduct finalisation activities

4.1. Test and accept supplies to ensure quality and suitability for purpose

4.2. Provide assistance in the ongoing review  of project outcomes using available records  and information to determine the effectiveness of contracting and procurement activities

4.3. Report contracting and procurement management issues and responses to others  for application in future projects

Required Skills and Knowledge

This section describes the skills and knowledge required for this unit.

Required skills 

  • organisational skills to participate in contract and procurement management
  • literacy skills to read and interpret contracts and procurement documentation
  • interpersonal skills to communicate effectively with contractors and suppliers about contract performance and obligations.

Required knowledge 

  • contract and procurement management framework as applied to project management
  • project procurement and contract management tools and techniques
  • broad legal contractual obligations of each party.

Evidence Guide

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:

  • application of procurement and contract management techniques in relation to multiple complex projects
  • knowledge of the place and role of procurement in the project life cycle.

Context of and specific resources for assessment 

Assessment must ensure:

  • access to examples of project contract and procurement documentation
  • access to records of project team participation in procurement tasks and activities.

Method of assessment 

A range of assessment methods should be used to assess practical skill and knowledge. The following assessment methods 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
  • analysis of responses addressing different case studies and scenarios which present issues and problems in procurement
  • oral or written questioning to assess knowledge of strategies for project procurement and contracting and their application to different situations
  • review of procurement and contract management plans and other documentation associated with procurement processes
  • evaluation of information gathered on potential suppliers
  • assessment of recommendations made to assist in selecting preferred contractors
  • assessment of reports produced about contracting and procurement management issues.

Guidance information for assessment 

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

  • other units from the Certificate IV in Project Management.

Range Statement

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  means:

  • subject to frequent change in a multi-disciplinary environment
  • under limited guidance and supervision
  • within agreed authorisation and limits
  • within established organisational framework, procedures and routines

Procurement activities  may include:

  • conducting transfer and disposal actions
  • confirming details and obtaining additional information about quotes etc.
  • formally receipting goods and services or providing formal notice of delivery of goods and services
  • identifying occupational health and safety (OHS) issues
  • liaising with client, contractors, sub-contractors and other stakeholders
  • maintaining registers and lists
  • obtaining approvals from higher project authorities
  • obtaining quotes from potential suppliers, providing quotes to potential clients or collaborating agencies and alliances
  • planning, specifying and/or conducting test and acceptance procedures
  • audit of environmentally sustainable supply practices
  • processing payment documentation

Reviews  may include evaluations of:

  • agreed major milestones, for example phases and sub-contracts
  • changes of key personnel
  • delivery of major deliverables
  • finalisation of project and other agreed milestones

Records  may include:

  • assets and disposal actions
  • lists of suppliers
  • procurement logs, registers
  • procurement reports
  • records of contract planning, formation, negotiation or administration
  • quotes, invoices and receipts
  • test and acceptance results

Others  may include:

  • higher project authorities
  • project manager
  • project specialists or personnel
  • team members

Unit Sector(s)

Management and Leadership - Project Management