Procurement Specialist Program

Unit 1 – Plan purchasing

• Plan purchasing
• Prepare invitations
• Retail purchases
• Quotations or tenders
• Legislative requirements
• Identify suppliers
• Evaluate sources
• Policies and procedures
• Invitations to offer
• Conduct briefings
• Recommendations to purchase
• Obtain specialist expertise
• Evaluate offers
• Purchasing performance
• Evaluation process
• Purchasing criteria

Unit 2 – Purchase goods and services

• Purchase goods and services
• Purchasing requirements
• Organisation purchasing strategies
• Administration
• Specialist purchasing roles
• Purchasing limits
• Selection discretion
• Purchase goods and services
• Purchasing requirements
• Organisation purchasing strategies
• Administration
• Specialist purchasing roles
• Purchasing limits
• Selection discretion
• Make purchases
• Purchase request
• Clarify request
• Payment methods
• Direct purchases
• Credit card purchases
• Online purchases
• Standing agreements or accounts
• Written / verbal quotations
• Supply agreements
• Approval for purchases
• Quotes
• Formal tenders
• Selecting suppliers
• Make the purchase
• Receive goods
• Advice relevant personnel
• Receipts / advices
• Petty cash vouchers
• Invoices
• Corporate credit card transaction
• Ensure good received are checked
• Compliance
• Resolve non-compliance
• Negotiate solutions
• Registration of new assets
• File and store purchase records

Unit 3 – Manage project procurement

• Determine procurement requirements
• Project procurement management
• Contracts
• Plan purchases and acquisitions
• Delegated authority
• Inputs
• Project scope
• Tools and techniques
• Make or buy analysis
• Contract types
• Statement of work
• Contract planning
• Contract terminology
• Evaluation
• Conduct procurement activities
• Outputs
• Select sellers
• Evaluation criteria
• Seller rating
• Implement and monitor procurement
• Contract administration
• Seller performance
• Change control
• Contract variance
• Procurement finalisation procedures
• Contract audit

Unit 4 – Negotiate contracts

• Negotiate contracts with suppliers
• Without prejudice
• Negotiation skills
• Negotiate issues with suppliers
• Determine desired outcomes
• Document contract requirements
• Prepare contracts
• Draft contract
• Use legal expertise if required
• Trade practices legislation
• Consumer protection legislation
• Import goods and services
• Sales of goods legislation
• Distribute draft contracts
• Unforeseen circumstances
• Check validity of draft contracts
• Finalise contract
• Sign contracts and exchange
• Store contract safely
• Advise unsuccessful suppliers

Unit 5 – Monitor supplier performance

• Supplier contract
• Document received supplied goods
• The purchasing process
• Procurement process
• Conformity of goods
• The four variables
• Four key aspects of evaluation
• Supplier non-conformance
• Purchase order
• Supplier performance
• Health and safety
• Poor performance
• Managing supplier relationships
• Ethical practices
• Complete documentation
• Rating tools
• The evaluation process
• Damaged stock report
• External customer audit
• Quality importance
• Maintain records
• Information security
• Privacy principles

Unit 6 – Source goods/ services and evaluate contractors

• Supply requirements
• Specification of goods and services
• Purpose of goods and services
• Legislation and regulations
• Contractor performance
• Quantities of goods and services
• Frequency ordering
• Push inventory management models
• Pull inventory management models
• Potential contractors
• Comparative costings for goods and services
• Effective negotiations
• Cost saving strategies
• Contractor consistency
• New to business suppliers
• Existing supplier evaluations
• Performance tools
• Evaluation process
• Actioning agreements and contracts
• Privacy procedures

Unit 7 – Apply project procurement procedures

• Procurement requirements
• Procurement planning / procedures
• Work breakdown structure
• Project management plan
• Make or buy
• Contracts
• Procurement documents
• Outputs
• Evaluation
• Approval process
• Supplier selection process
• Evaluation
• Screening
• Conduct procurement activities
• Contract administration
• Change requests
• Records management
• Audits