Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 3.0.

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

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

1. Establish goods and services to be procured

1.1 Determine and agree organisation need for goods and/ or services to be procured

1.2 Obtain specifications for goods and services to be procured from relevant personnel and clarify as required

1.3 Research and identify supply market for goods and/ or services to be procured

1.4 Select procurement methods most appropriate to particular goods and services to be procured

1.5 Communicate with stakeholders to approve goods and/ or services to be procured

2. Evaluate specifications of procurement

2.1 Assess the scope and function of goods and/or services to be procured, identifying outcomes, objectives and logistics

2.2 Establish procurement timeframe and develop a schedule for tender of goods and/ or services

2.3 Create measurable outputs for desired contractual outcomes

2.4 Specify resource requirements and stakeholders responsible for key procurement activities

3. Identify suppliers

3.1 Conduct market analysis to identify suppliers

3.2 Develop request for quotation documentation and invite suppliers to bid

3.3 Review suppliers against procurement requirements and organisational protocols

3.4 Make recommendations about preferred offers, seek and obtain approval from relevant personnel

4. Manage procurement plan

4.1 Establish a strategy for managing the outputs from the supplier

4.2 Develop key performance indicators to monitor performance and ensure outcomes are achieved

4.3 Create a management strategy for transition in/out issues

4.4 Consult with stakeholders to confirm procurement plan

4.5 Consult with stakeholders through all stages of the development of the procurement plan

Skill 

Description 

Reading

• Analyses and interprets information to identify relevant key information

Writing

• Creates everyday workplace documentation using terminology and format relevant to audience and purpose

Oral Communication

• Uses suitable language to liaise with suppliers and clarify information within the organisation
• Uses active questioning and listening techniques to confirm requirements

Numeracy

• Performs mathematical analysis to evaluate supplier bids

Navigate the world of work

• Follows organisational procedures and policies
• Understands how own role connects with others and contributes to broader work goals

Get the work done

• Takes responsibility for planning, sequencing and prioritising tasks for efficient and effective outcomes
• Implements standard procedures to make routine decisions
• Uses the main features and functions of digital tools to complete work tasks

Code and title  

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBPRC401 Plan procurement

Release 1

BSBPUR401 Plan purchasing

Release 1

Title change, updates to elements, performance criteria and assessment requirements

Equivalent unit

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 3.0.