Application
This unit describes the 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.
The unit applies to individuals who are project practitioners working in a project support role.
The project assistant 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.
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Elements and Performance Criteria
1. Assist with procurement planning | 1.1 Contribute to establishing procurement requirements according to project objectives 1.2 Contribute to developing procurement-management plan and documentation |
2. Contribute to supplier selection process | 2.1 Gather and evaluate information on potential suppliers 2.2 Make recommendations and assist in selection of preferred suppliers 2.3 Contribute to establishing agreed terms and conditions with preferred suppliers 2.4 Assist relevant personnel in establishing and checking relevant stakeholders perform agreed terms 2.5 Assist in developing contractual documentation |
3. Conduct procurement activities | 3.1 Test and accept supplies and confirm fit for purpose in both quality and suitability 3.2 Undertake procurement activities and maintain information according to reporting, confidentiality and audit requirements 3.3 Receive, reconcile and register supplies according to established procedures 3.4 Monitor and control suppliers and contractual supply documentation |
4. Assist in finalising procurement activities | 4.1 Assist in finalising procurement activities 4.2 Assist in review of project outcomes using available records to determine effectiveness of procurement activities 4.3 Contribute to making changes to project procurement procedures based on feedback received |
Evidence of Performance
The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:
assist application of project procurement processes during at least two different projects.
In the course of the above, the candidate must:
document procurement requirements for a workplace project, including clear descriptions of product and service, quality specifications, resource identification, supply and delivery requirements and supply and engagement metrics
apply procurement-management procedures to a workplace project, including selection criteria, testing and accepting, monitoring and receiving supplies
finalise procurement agreements.
Evidence of Knowledge
The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:
procurement-management policy, processes and procedures
procurement documentation requirements
components of contractual documentation and the legal obligations of all parties
process used to select preferred contractors
project procurement-management tools and techniques.
Assessment Conditions
Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.
This includes access to:
examples of project procurement documentation
examples of procurement tasks and activities
workplace documentation and resources relevant to performance evidence.
Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.
Foundation Skills
Reading | Applies appropriate strategies to construct meaning from a variety of texts |
Writing | Contributes to developing project documents using vocabulary and structure appropriate to audience, context and purpose Completes project documentation using required formats and structure |
Oral Communication | Participates in verbal exchanges using clear language and appropriate non-verbal features to provide and seek information Uses questioning and listening skills to check and confirm understanding |
Numeracy | Uses basic mathematical formula to calculate whole numbers and decimals to confirm financial accounts match purchased items |
Initiative and enterprise | Understands responsibilities and boundaries associated with own role Adheres to organisational policies and procedures when planning and undertaking work |
Teamwork | Uses accepted communication practices and protocols to share or provide information Collaborates with others to achieve project outcomes |
Planning and organising | Plans, organises and implements tasks required to achieve outcomes according to organisational requirements Reflects on outcomes to gain insights into future improvements |
Sectors
Business Competence – Project Management