Elements and Performance Criteria

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.

Procurement requirements may include:
analysis of work breakdown structure
budget review
organisational procurement policy and procedures
resource analysis
resource types
service level agreements
specifications and performance requirements for goods and services
statement of work
vendor supply options available, including:
formal tender contract
heads of agreement
preferred supplier agreement
request for proposal
request for quotation
simple quotation and purchase.
Delegated authority refers to planning and activities that may:
be conducted routinely or as changing circumstances dictate
be done independently within broad guidance
involve consultation with other project members, teams and internal stakeholders
involve taking a lead role in a team where required
involve the selection, use and supervision of appropriate procurement-management methods, tools and techniques
take into account internal organisational change and external environmental change.
Procurement-management plan identifies and outlines:
how procurement arrangements are communicated to stakeholders
process to be used for procurement of resources
process for monitoring and evaluating procurement related to the project
procurement objectives, strategies and time lines
resources to be obtained against a time line and budget
responsibilities for staff/team members.
Suppliers may include:
assigned internal resources
consultant
contractor
vendor
volunteers.
Selection criteria may include:
adherence to specification
availability
experience
financial stability
industry and professional certifications
membership of a pre-qualified panel of suppliers
skill levels
sustainability
value for money
work health and safety (WHS).
Probity and project-governance constraints may include:
ethical behaviours
limits of authority
organisational policy and procedures
prescribed decision escalation.
Modifications may be made:
in consultation with project team members, section heads, project manager and stakeholders
independently or with endorsement of relevant authority if necessary
regularly throughout the project life cycle
taking into account internal organisational change and external environmental change.
Procurement records and information may include:
contract change proposals and approvals
contract discharge and asset disposal register
contract documentation, including contract negotiation documentation
contractor selection criteria, processes and recommendations
procurement-management plan
product specifications
test and acceptance procedures and documentation.

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:

managing procurement and contracting processes for a project of sufficient complexity to demonstrate the full range of performance requirements
applied knowledge of contracts and legal obligations as they relate to project management.
Context of and specific resources for assessment
Assessment must ensure:

access to workplace documentation in the area of procurement and contracts
consideration of evidence from stakeholders as to how procurement was managed.
Method of assessment
A range of assessment methods should be used to assess practical skill and knowledge. The following examples 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
oral or written questioning to assess knowledge of strategies for managing project procurement and their application to different situations
analysis of responses in addressing case studies and scenarios that present issues and problems in project procurement and contract management
review of procurement-management plan
review of communication of agreed proposals and/or specifications to prospective contractors or suppliers
assessment of evaluation of responses and selection processes for preferred contractors or suppliers
review of identification and reporting of procurement-management problems.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

other units in the Diploma of Project Management.