Modification History
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Release |
Comments |
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Release 1 |
This version first released with BSB07 Business Services Training Package Version 8.0. Replaces BSBPMG408A Apply contract and procurement procedures. |
Unit Descriptor
This unit describes the performance outcomes, skills and knowledge required to assist with procurement for a project. It involves identifying procurement requirements, assisting with supplier selection, conducting procurement activities, and assisting with procurement finalisation activities for the project.
Application of the Unit
This unit applies to a project practitioner working in a project support role.
The individual may be operating in a large or small organisation and applying skills in the context of enterprise projects.
The project practitioner may be part of a project team under the direction of a project manager, or may work as part of a smaller scale self-directed team.
This unit has generic application to a range of industries and organisations and a range of projects, from simple to complex.
In the context of this unit a project is defined as involving:
- a practical and comprehensive project plan
- a documented communications strategy
- a detailed project budget
- strategic engagement with stakeholders
- a risk, issues and change-management methodology
- a quality plan with assurance and control processes
- a supportive team-based environment.
The functions performed in project work, where formal project management methodology is not the main focus, are covered by BSBPMG522A Undertake project work.
Licensing/Regulatory Information
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Pre-Requisites
Not applicable.
Employability Skills Information
This unit contains employability skills.
Elements and Performance Criteria Pre-Content
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Element |
Performance Criteria |
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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
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1. Assist with procurement planning |
1.1 Contribute to establishing procurement requirements to achieve project objectives 1.2 Act under delegated authority to contribute to the development of the procurement-management plan 1.3 Contribute to developing procurement documentation |
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2. Contribute to supplier selection process |
2.1 Gather and evaluate information on potential suppliers 2.2 Make recommendations to assist in selection of preferred suppliers 2.3 Contribute to establishing agreed terms and conditions with preferred suppliers 2.4 Identify and act in line with probity and project governance constraints 2.5 Assist in developing contractual documentation |
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3. Conduct procurement activities |
3.1 Test and accept supplies to ensure quality and suitability for purpose 3.2 Undertake procurement activities and maintain information in line with reporting, confidentiality and audit requirements 3.3 Receive, reconcile and register supplies according to established procedures 3.4 Monitor and control suppliers according to contractual supply documentation |
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4. Assist in finalising procurement activities |
4.1 Assist in finalising procurement agreements 4.2 Assist in the review of project outcomes using available records to determine the effectiveness of procurement activities 4.3 Contribute to identifying lessons learned and possible improvements to procurement management |
Required Skills and Knowledge
This section describes the skills and knowledge required for this unit.
Required skills
- interpersonal skills to communicate effectively with contractors and suppliers about contract performance and obligations
- literacy skills to read and interpret contracts and procurement documentation
- numeracy skills to calculate and confirm procurement specifications
- planning and organising skills to participate in contract and procurement management.
Required knowledge
- broad legal contractual obligations of each party to supply arrangement
- procurement-management policy, processes and procedures as applied to project management
- project procurement-management tools and techniques
- types of supply contracts.
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.
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Overview of assessment |
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Critical aspects for assessment and evidence required to demonstrate competency in this unit |
Evidence of the following is essential:
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Context of and specific resources for assessment |
Assessment must ensure access to:
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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:
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Guidance information for assessment |
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended. |
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.
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Procurement requirements may include: |
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Delegated authority may be: |
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Procurement-management plan may include: |
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Procurement documentation may include: |
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Suppliers may include: |
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Probity and project governance constraints may include: |
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Contractual documentation may include: |
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Procurement activities may include: |
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Unit Sector(s)
Management and Leadership – Project Management
