SITXINV007 - CAC Assessment Booklet

Assessment Booklet
SITXINV007
Purchase goods
Student Name: ___________________________
Student Number: ___________________________
Intake Date: ___________________________

SITXINV007 Purchase goods
ASSESSMENT COMPETENCY RECORD
This form is to be completed by the assessor and used as the final record of the student competence in these discipline. All student
submissions including any associated documents and checklists are to be attached to this cover sheet before placing on the
students file.
Student results are not to be entered onto the Student Database unless all relevant paperwork is completed and attached to this
form.
Student ID Final Assessment Submission Date:
Student Name
Assessor Declaration
In completing this assessment, it is confirmed that the participant has demonstrated all unit outcomes through consistent and
repeated application of skills with competent performance.
Evidence is confirmed as:  Valid  Sufficient  Current  Authentic
Please attach the following documentation to this form Result FINAL ASSESSMENT
Assessment Task 1  Written/Oral Questions S / NS RESULT:
Assessment Task 2  Project S / NS  Competent (C)

Assessment Task 3  Project S / NS  Not Yet Competent
(NYC)
Assessment Task 4  Project S / NS
Attempt Date Assessor’s feedback (as required):
Final Feedback:
DO NOT SIGN BELOW UNTIL FINAL ASSESSMENTS RESULT IS GRANTED BY THE ASSESSOR.
Assessor: I declare that I have conducted a fair, valid, reliable and flexible Signature: _______________________
assessment with this student, and I have provided appropriate feedback.
Name:__________________________
Date: ____/_____/_____
Student: I declare that I accept the assessment competency outcome and consider Signature: ______________________
the feedback of my assessor positively. I also declare that the work submitted is my
own, and has not been copied or plagiarised from any person or source. Date: ____/_____/_____
Administrative use only:

Entered into Student Management Database  Signature/Initial ________________ Date: ________________
Version: 1.0 Page 2 of 73

Created: September 2022 Last Reviewed: September 2022
Central Australian Institute of Technology Pty Ltd | CRICOS: 03217C |TOID: 22302
Unit Code/Name SITXINV007 Purchase goods
Pre-requisites N/A
Co-requisites N/A
This unit describes the performance outcomes, skills and knowledge required to determine the
purchasing requirements for goods, source suppliers, discuss requirements, and assess the quality of
goods before purchase.
It does not cover the specialist skills to systematically purchase and control the overall supply of
goods for an organisation.
The unit applies to all tourism, travel, hospitality and event industry sectors where the purchase of
any type of good takes place, including food and beverage supplies. Purchasing goods may involve
Unit Summary placing an order for future delivery or purchasing goods face-to-face and taking immediate delivery.
The unit applies to operational personnel who operate with some level of independence and under
limited supervision.
The skills in this unit must be applied in accordance with Commonwealth and State or Territory
legislation, Australian standards and industry codes of practice.
No occupational licensing, certification or specific legislative requirements apply to this unit at the
time of publication.
Skills must be demonstrated in an operational business environment where goods are purchased.
This can be:
 an industry workplace; or
 an industry-realistic simulated environment.
Assessment must ensure access to:
 diverse and comprehensive range of industry-relevant supply items that can be assessed
for quality and suitability
 operational workplace specifications:
 details of supplier contracts
 job costings
 current commercial stock control procedures and documentation for the ordering of
Conditions and context goods.
of the assessments
Assessors must satisfy the Standards for Registered Training Organisations’ requirements for
assessors.
This assessment will be conducted in the CAC classroom or simulated workplace environment or
at actual designated workplace:
 Address of actual designated workplace:
……………………………………………..
……………………………………………..
……………………………………………..
 Computer with internet and email access, and a working web browser
 Installed software: Word, Adobe Acrobat Reader
 An operational business environment where good are purchased. This can be an industry
workplace, or an industry-realistic simulated environment set up for the purposes of
assessment that will allow you access to:
Specific Resources o Diverse and comprehensive range of industry-relevant supply items that can be
Required assessed for quality and suitability
o Operational workplace specifications:
 Details of supplier contracts
 Job costings
o Workplace documentation, including:
 Purchase List
 Previous purchase orders
 Consumer reports
 Trade directories
 Supplier review checklist
o Workplace templates, including or similar to the following:
 Purchase Request Form
 Purchase List Form
 Supplier Review Report
 Quality of Goods Statement
o People, including:
 At least one workplace manager/supervisor
 At least three suppliers
o Opportunity to:
 Determine purchasing requirements in consultation with relevant
personnel.
 Source and review suppliers
 Negotiate costs with suppliers
 Assess quality of goods to be purchased.
Accessing Intranet Pages
Some assessment tasks may require you to access specific pages from the simulated business, The
Continent Hotel. Links to these pages are formatted in Blue Text.
To access these, hold the Ctrl key for Windows users while clicking on these links. For Mac
users, directly click the link.
The simulated business, The Continent Hotel, can be accessed by going to
http://thecontinenthotel.precisiongroup.com.au/
Login to The Continent Hotel using the username and password provided by your Registered
Training Organisation (RTO).
To gain competency you need to get Satisfactory (S) result in all the tasks. If Not Satisfactory (NS)
result is given even for a task you will be deemed Not Yet Competent (NYC). Students who are
unsuccessful at achieving competency at the first attempt will be offered coaching, information and
additional time (other needs if required) before a second and possibly a third attempt is made. If
Re-assessment the student is not able to satisfactorily complete the assessment after the third attempt the student
will be deemed Not Competent and resulted as such. The student may re-enrol in the qualification
at a later date to gain successful completion of the unit/s.
For further details, refer to CAC Assessment Policy and Procedure. https://cac.edu.au/policies-
and-procedures/
CAC considers plagiarism and cheating as serious student misconduct and this may result either in
a student’s exclusion from a unit or course or may have to complete a re-assessment depending on
Plagiarism
individual case. Refer to CAC Plagiarism & Cheating Policy and Procedure.
https://cac.edu.au/policies-and-procedures/
Where a student wishes to appeal an assessment decision they are required to notify their assessor
in the first instance. Where appropriate the assessor may decide to re-assess the student to ensure a
fair and equitable decision is gained. The assessor shall complete a written report regarding the re-
Complaints and appeal assessment outlining the reasons why assessment was or was not granted. Refer to CAC
Complaints and Appeals Policy & Procedure for details.
https://cac.edu.au/policies-and-procedures/
Assessors are to check that the student is ready for assessment, and defer the assessment if they are
not. It is important that assessors do not teach at the assessment but allow students to competence
for themselves.
Assessors Intervention Feedback is to be given at the completion of the assessment using the feedback to student. If a
student does not meet a standard, the assessor is to sit down with them and assist them in their
understanding. Should you disagree with the assessment outcome, you can appeal the decision as
stated in the Student Handbook.
Your student record must indicate that you have all required skills and knowledge in completing

the task. For each assessment, the assessor is to act as a supervisor and not interfere with the
assessment. If the assessment activities will impact on your safety or that of others, the assessment
must be stopped immediately.
Attached documents are accepted but must be labelled with the following information:
Attaching documents
Unit Name and Title, Students name, Student ID, Date of Submissions, Student signature.
Assessment is mapped to the unit and must be completed by the end of each unit. For answers to
written questions, reports and projects, you must:
• Print clearly in black or blue pen or type it as a word document
• Answer each of the key points and /or follow instructions
Assessment Instruction
• Assessments written in pencil or are illegible will not be accepted.
Please NOTE: Student has to submit each and every assessment task. Ask your assessor if you do
not understand any part of the assessment. Whist your assessor cannot tell you the answer, he/she
may be able to re-word a question or instruction to assist in a better understanding for you.
This is a written assessment that will test your knowledge. This assessment may be completed over
the duration of the training day. As you learn, practice and review knowledge and skills, you will keep
Assessment Task 1 in front of you and answer the questions as the information becomes clear to
Assessment Task 1:
you. At the beginning of each review session you will be given a few minutes to familiarise yourself
with the questions. You will be given extra time at the end of the day to complete this assessment or
to clarify facts with the Trainer/Assessor.
This task will require you to determine and discuss product requirements and develop purchase
Assessment Task 2:
request forms for at least six products to purchase for your organisation.
This task will require you to source and review at least two potential suppliers for each product
Assessment Task 3:
identified in Workplace Assessment Task 2.
Assessment Task 4: This task will require you to assess quality of goods and make the final purchase.
Student must satisfactorily complete each assessment tasks to be Competent (C) in the unit.
Competency Decision Student with unsatisfactory completion of any of the assignment tasks will be deemed Not Yet
Competent (NYC).
Reasonable adjustment
To meet the needs of all learners’ adjustments can be made to the way assessments are conducted but not to the requirements of
the assessment. The purpose of these adjustments is to enhance fairness and flexibility so that the specific needs of students can be
met.
CAC will take meaningful, transparent and reasonable steps to consult, consider and implement reasonable adjustments for
students with disability and learning difficulties.
Reasonable adjustment provided Reason for reasonable adjustment Outcome
 Educational and bilingual support

 Presenting questions orally
 Presenting work instructions in
diagrammatic or pictorial form
instead of words and sentences
 Extra time to complete a course or
assessment
 Others:


ASSESSMENT TASK 1 – WRITTEN/ORAL QUESTIONS
Student ID
Student Name
This cover sheet is to be completed by the student and assessor and used as a record to determine student competency
in this assessment task
Student Declaration: I declare that the work submitted is my Signature: ___________________________

own, and has not been copied or plagiarized from any person or
source. Date: ____/_____/_____
Attempt Outcome Date Assessor’s feedback (as required): Trainer’s initials
1 S/NS
2 S/NS
3 S/NS
Feedback to student:
Assessor: I declare that I have conducted a fair, valid, reliable Signature: _________________________
and flexible assessment with this student, and I have provided
Name: _________________________
appropriate feedback.
Date: ____/_____/_____

ASSESSMENT TASK 1 – WRITTEN/ORAL QUESTIONS
STUDENT INSTRUCTION
This is a written assessment that will test your knowledge. This assessment may be completed over the duration of the
training day. As you learn, practice and review knowledge and skills, you will keep Assessment Task 1 in front of you
and answer the questions as the information becomes clear to you. At the beginning of each review session you will be
given a few minutes to familiarise yourself with the questions. You will be given extra time at the end of the day to
complete this assessment or to clarify facts with the Trainer/Assessor.
Make sure you:
• Answer all questions
• Print clearly
• Use a blue or black pen. Assessments written in pencil will not be accepted.
• Ask your assessor if you do not understand a question. Whist your assessor cannot tell you the answer,
he/she may be able to re-word the question for you
• Do not talk to your classmates. If you are caught discussion the answers you will be asked to leave and your
assessment will not be marked.
• Do not cheat. Anyone caught cheating will automatically be marked Not Competent for this unit. There
are NO EXCEPTIONS to this rule.
Answer the following questions in the space provided. You may use extra sheet if the space provided isn’t
enough. To those who wish to type your answers in word document must reflect the question numbers clearly.
Preliminary Task
Questions [1,2,3,4,5,6,7,8] of this Assessment require you to refer to your own workplace and its industry.
For your assessor’s reference, identify the information required in the spaces below.
When answering Questions [1,2,3,4,5,6,7,8], you must refer to the information you provided below.
Workplace/organisation name:
Industry:

Question 1
Access and review your organisation’s documents on previously purchased products.

Documents on previously purchased products include consumer reports, previous purchase lists etc.
Complete the table below by listing two products that your organisation must purchase. For each listed product, provide a brief description of the expected level of quality each
product must meet.
Submit a copy of the accessed document on product purchases to your assessor.
Product purchased Features of the product Expected level of quality
i. a. a.
b. b.
ii. a. a.
b. b.

Question 2
Access and review your organisation’s previously completed purchase orders.

Complete the table below about the following sources of information:
a. Sources of information for product purchases
b. Sources of information for supplier information
c. Sources of information for negotiated supply costs
d. Sources of information for contractual arrangements
e. Sources of information for supplier arrangements
f. Sources of information for purchase requirements
a. Sources of information for product purchases
Source of Information Type of Information Each Source Provides
i.
ii.
b. Sources of information for supplier information
i.
ii.
c. Sources of information for negotiated supply costs
d. Sources of information for contractual arrangements

e. Sources of information for supplier arrangements
f. Sources of information for purchase requirements
Question 3
Access and review your organisation’s documents for supply requirements.

Answer the questions below about your organisation’s supply requirements.
a. Complete the table below about formats of supply requirements by identifying the following:
i. At least two formats for supply requirements
ii. At least one description of each identified format.
Format of Documents for Supply

Description
Requirements
i.
ii.
b. Complete the table below about formats of supply requirements by identifying the following:
i. At least two contents of supply requirements

ii. At least one description of each identified content.
Content of Documents for Supply

Description
Requirements
i.
ii.
Question 4
Access and review your organisation’s documents for ordering stock. Answer the questions below.
a. Describe two procedures used in your organisation for ordering stock.
i.
ii.
b. Identify two documents used in your organisation for ordering stock. For each identified document, provide
a corresponding description.
Document Description
i.

ii.
Question 5
Access and review your organisation’s documents on the quality and suitability of stock on hand.
Answer the following questions on stock on hand.
a. List at least two of your organisation’s considerations in determining quality of stock on hand. Describe how
each consideration determines the quality of stock on hand.
Considerations in determining quality of Description of each consideration

stock
i. i.
ii. ii.
b. List two of your organisation’s considerations in determining suitability of stock on hand. Describe how each
consideration determines the suitability of stock on hand.
Considerations in determining suitability of

Description of each consideration
stock on hand
i. i.
ii. ii.

Question 6
Access and review your organisation’s documents for forecasting methods.

Briefly explain in your own words how the forecasting methods are used to calculate the quantity of goods to be
purchased. Responses must be 30 words or more.
Forecasting Method Description
i. Moving averages
ii. Popularity index
Question 7
Access and review your organisation’s documents for stock ordering responsibilities.
Complete the table below on stock ordering responsibilities:
a. List two individual stock ordering responsibilities
b. In your own words, provide a description of the corresponding individual responsibility. Responses must be 30
words or more.
Individual responsibility Description of responsibility
i.
ii.
Question 8
Access and review your organisation’s documents for supplier specifications for the purchase of goods.
Complete the following table on formats for workplace documents of supplier specifications for the purchase of
goods:
a. Provide two formats for workplace documents that describe supplier specifications for the purchase of goods.

For each identified format, in your own words provide a corresponding description for each identified
format. Responses should be 30 words or more.
Formats Description
i.
i.
ii.
ii.
b. Provide two inclusions found in workplace documents that describe supplier specifications for the purchase
of goods.
For each identified inclusion, provide a corresponding description.
i.
i.
ii.
ii.
Question 9
Complete the following table.

a. Briefly describe each of the following expectations on supplier capacity.
b. For each expectation, describe how it can be assessed
Expectations Describe each expectation How to assess supplier’s capacity to

meet the expectation
a. Price
expectations
b. Quality
expectations

c. Delivery
expectations
Question 10
Provide a brief description for each identified determinant of quality of incoming goods in your own words.
Responses should be not less than 30 words.
Determinants How each determinant assesses quality of goods
a. Ability to meet
organisational
quality
specifications
b. Currency of best
by or use by
dates
c. Size

ASSESSMENT TASK 2 – PROJECT
Student ID
Student Name

source. Date: ____/_____/_____
1 S/NS
2 S/NS
3 S/NS
Name: _________________________
Date: ____/_____/_____

ASSESSMENT INSTRUCTIONS
This task will require you to determine and discuss product requirements and develop purchase request forms for at
least six products to purchase for your organisation.
STEPS TO TAKE
1. Access and review organisational documents containing the following:
 Sources of information on products to purchase
These are documents that describe the details and features of goods to purchase. These include previous purchase reports,
supplier websites, magazine advertisements and procurement blogs.
 Sources of information on specific purchasing requirements.
These are documents with guidelines to follow regarding purchasing goods. These include consumer reports and previous
purchase reports.
 Job costings
These are calculations that assist with computing price limitations for each product
2. Identify six products that must be purchased for your organisation.
3. Identify at least two product requirements for each of the identified products.
These must be based on sources of information accessed for this task.
4. Discuss the identified requirements for each product to purchase with relevant personnel.
During the discussion with the relevant personnel, do the following:
5. Confirm the following:
a. Forecasting method to use to identify required quantity of products to purchase
b. Job costings to use when identifying the price limitations for each product to purchase
c. Personnel with the authority to purchase the identified products.
6. Assess the quality and suitability of the stock on hand of the six identified products.
7. Maximise the usage of stock on hand of the six identified products to avoid wastage.
8. Calculate required quantity of goods to be purchased using organisational forecasting methods deter.
9. Complete a Purchase Request Form with the information above for each identified product.
Use your organisation's template for recording purchase requirements. You may also use the Purchase
Request Form template provided along with this workbook.
10. Develop a purchase list that indicates ALL of the following requirements:
 At least six products to purchase
 End requirements and specifications for each product
 Quantity of product to be purchased
 Date each product must be purchased.
Ensure to prioritise purchasing requirements according to the organisational deadlines

Use your organisation's template for recording purchase lists. You may also use the Purchase List Form
template provided along with this workbook.
YOU WILL BE ASSESSED ON YOUR
 Practical knowledge of purchasing requirements.
 Practical skills relevant to determining purchasing requirements in consultation with relevant personnel.
OBSERVATION FORM AND ASSESSOR’S CHECKLIST
Before starting this task, review the following checklists provided along with this workbook.
 Workplace Assessment Task 2 – Observation Form
This form lists all the practical skills you need to demonstrate while completing this task.
 Workplace Assessment Task 2 – Assessor’s Checklist
This form lists the criteria your submission must address to complete this task satisfactorily.
YOUR ASSESSOR WILL
 Organise workplace resources required for you to complete this assessment.
 Advise you on the time and location of the assessment.
 Discuss with you the requirements listed in the Assessor’s Checklist prior to the assessment.
 Address your queries and concerns regarding this task.
EVIDENCE TO BE SUBMITTED
After completing this task, complete above purchasing activities following organisational requirements for stock
ordering, including procedures and documentation. Submit the following to your assessor:
 At least six purchase request forms for the six respective products purchased.
 Evidence of maximising stock on hand
 Evidence must be at least one of the following:
 Written inventory reports of the organisation mentioning the stock on hand that has been maximised.

PURCHASE REQUEST FORM - 1
Product to purchase
End product requirements i.

Candidate to identify at least two features the
product must have. ii.
Information of current stock on hand:
a. Quality of stock on hand
b. Suitability of stock on hand
c. Quantity of stock on hand
Quantity of product needed
☐ Moving averages
Forecasting Method
☐ Popularity index
Candidate to identify method the organisation uses
to determine amount of product needed. ☐ Yield test
☐ Sales report
Calculated quantity of products to
purchase
Purchase Specifications:
Sources of product information i.
Candidate to identify at least two materials with
details about the products before purchasing it ii.
from the supplier.
Sources on specific purchasing ☐ Consumer reports
requirements
☐ Previous organisational purchase reports
Price limitations for product to purchase
Price limitations i.
Candidate to identify at least two restrictions that
limit the purchase of the identified product. ii.
Job costings accessed
Authority to Purchase
Personnel with authority to purchase

the product
Work role of personnel

Product to purchase

☐ Moving averages
Forecasting Method
☐ Sales report
purchase
from the supplier.
requirements

the product

Product to purchase

☐ Moving averages
Forecasting Method
☐ Sales report
purchase
from the supplier.
requirements

the product

Product to purchase

☐ Moving averages
Forecasting Method
☐ Sales report
purchase
from the supplier.
requirements

the product

Product to purchase

☐ Moving averages
Forecasting Method
☐ Sales report
purchase
from the supplier.
requirements

the product

Product to purchase

☐ Moving averages
Forecasting Method
☐ Sales report
purchase
from the supplier.
requirements

the product

PURCHASE LIST
Product Description (Requirements) Quantity Needed Date Needed
i.
ii.
iii.
iv.
v.
vi.

WORKPLACE ASSESSMENT TASK 2 – ASSESSOR’S CHECKLIST
ASSESSOR’S CHECKLIST - 1
To the Assessor: Complete one checklist for every purchase request form submitted by the candidate.
Candidate must complete one Purchase Request Form for each of the six products that their organisation must purchase.
A. The candidate’s submission of a purchase request form: YES/NO
1. Identifies the product to be purchased ☐ YES ☐ NO

2. Outlines information about the product to be purchased.
Information identified must correspond with the information from the source as indicated in the supplementary evidence learner
accessed for this task.
At a minimum, this must include ALL of the following:
a. At least two features of the product. ☐ YES ☐ NO
Product features must describe the product attributes like durability, reliability etc.
b. Quantity of product to be purchased ☐ YES ☐ NO
Candidate must mention the amount or quantity of product that has to be purchased.
3. Outlines information about stock on hand
This refers to details about the current remaining inventory of the identified product.
a. Assessment of quality of stock on hand ☐ YES ☐ NO
This refers to the serviceability (or usability) of the product in stock.
Candidate’s assessment must describe if the stock can still be used.
b. Assessment of suitability of stock on hand. ☐ YES ☐ NO
This refers to the product’s attributes.
Candidate must describe if the product is appropriate for its assigned function.
c. Quantity of remaining stock on hand. ☐ YES ☐ NO
Candidate must report the quantity of stock on hand that is left in the organisation’s inventory.
4. Includes information relevant to maximising the stock on hand
a. At least one proof of email correspondence ☐ YES ☐ NO
The email should include information about maximising the stock on hand.
b. At least one written inventory report ☐ YES ☐ NO
The inventory report should be a small report including the details of how the stock on hand is
maximised.
5. Identifies the required quantity of goods to be purchased. ☐ YES ☐ NO
Candidate must identify the amount of goods required to meet organisational standards. This must be based on
the forecasting method used by the organisation.
a. Identifies forecasting method used to determine required amount of product to be purchased.
Check at least one box to indicate the type of forecasting method that the candidate used to ☐ YES ☐ NO
determine the amount of product to purchase.
☐ Moving averages
☐ Yield test
☐ Sales report
6. Outlines information on purchasing specifications
These refer to information and details on
At a minimum, information on purchasing specifications must include ALL of the following:

a. At least two sources of product information. ☐ YES ☐ NO
Sources of product information refer to materials that the organisation uses to obtain details about the
goods before purchasing it from the supplier.
Assessor to indicate the sources of product information the candidate used


b. At least two sources of information on purchasing requirements
Check at least one box below to identify the type of source that candidate identified. ☐ YES ☐ NO
☐ Consumer reports
c. Outlines information about price limitations
Price limitations are budgetary restrictions because of which the organisation cannot purchase a certain product at a certain
price.
At a minimum, information must include ALL of the following:
i. Identifies at least two price limitations for product to be purchased. ☐ YES ☐ NO
Assessor to indicate the price limitation identified by the candidate for this product:
ii. Identifies job costings used to identify the price limitations. ☐ YES ☐ NO
Assessor to indicate the job costings identified by the candidate:
7. Outlines information about personnel with final authority to purchase the identified product
At a minimum, information on personnel with authority to purchase must include ALL of the following:
a. Identifies name of personnel with authority to purchase the product ☐ YES ☐ NO
The candidate must identify who in the organisation has the authority to purchase the product.
b. Identifies the work role of the identified personnel. ☐ YES ☐ NO
The identified work role must have responsibilities relevant to making final decisions in purchasing
products for the organisation.
For example, candidate identifies the manager or purchasing officer of the organisation.
To the Assessor: Complete Part B once for each Purchase List developed by the candidate.
Candidate must complete one Purchase List containing at least six products that their organisation must purchase.
B. The candidate’s submission of a purchase list: YES/NO
1. Identifies the date that the purchase list was completed. ☐ YES ☐ NO
2. Identifies at least six products that must be purchased ☐ YES ☐ NO
This must correspond with the products identified in the Purchase Request Forms completed in Part A of this
task.
3. Includes descriptive specifications for each of the products.
This must correspond with the end-product requirements identified for each product in Part A of this task.
a. The purpose of the product. ☐ YES ☐ NO
This refers to what the product will be used for in the organisation.
b. At least two attributes describing the product. ☐ YES ☐ NO
This refers to the visible descriptive specifications like the size or colour of the product.
4. Identifies quantity of product needed ☐ YES ☐ NO
5. Identifies the date each product that must be purchased ☐ YES ☐ NO
6. Presents the products in priority ☐ YES ☐ NO
Products are sequenced according to the date they are required to be purchased.


maximised.
☐ Moving averages
☐ Yield test
☐ Sales report



price.

task.


maximised.
☐ Moving averages
☐ Yield test
☐ Sales report



price.
task.


maximised.
☐ Moving averages
☐ Yield test
☐ Sales report



price.
task.


maximised.
☐ Moving averages
☐ Yield test
☐ Sales report



price.
task.


maximised.
☐ Moving averages
☐ Yield test
☐ Sales report



price.
task.

WORKPLACE ASSESSMENT TASK 2 – OBSERVATION FORM
OBSERVATION FORM
During the discussion of end product requirements: YES/NO
1. The candidate identifies products that must be purchased ☐ YES ☐ NO
2. The candidate discusses end-product requirements for each product to purchase
These are important information about the purchase that must be considered before the purchase is finalised.
At a minimum, the candidate must discuss ALL of the following requirements:
a. Product features ☐ YES ☐ NO
b. Forecasting method the organisation uses to determine quantities of product to purchase ☐ YES ☐ NO
c. Job costing used to determine price limitations of products to purchase ☐ YES ☐ NO
d. Personnel with final authority to negotiate and purchase the product ☐ YES ☐ NO
3. The candidate uses appropriate oral communication skills when discussing end-product requirements with relevant personnel.
This refers to showing respect to the personnel’s work role while also ensuring clear communication.
In demonstration of this, the candidate must do ALL of the following:
a. Use formal language when speaking to supervisors or managers. ☐ YES ☐ NO
For example, the candidate must communicate professionally and only discuss the related
requirements.
b. Respond to the personnel with verbal affirmation. ☐ YES ☐ NO
For example, the candidate responds with ‘I see’ or ‘I understand’ to show comprehension of the topic.
c. Ask follow-up questions to ensure the personnel’s understanding. ☐ YES ☐ NO
For example, the candidate asks questions that paraphrase the discussion to clarify their understanding.
d. Acknowledge the personnel’s opinion ☐ YES ☐ NO
e. Offer opinion politely ☐ YES ☐ NO
4. The candidate reaches an agreement regarding final product requirements with the relevant personnel.:
In demonstration of this, the candidate:
a. Agrees with the personnel on the discussed end product requirements. ☐ YES ☐ NO
For example, the candidate must receive verbal agreement from the manager about the end product
requirements.
b. Gains approval from the manager for the finalised end product requirements. ☐ YES ☐ NO
The candidate must receive a final confirmation signature of approval to finalise the end product
requirements.
GENERAL COMMENTS:


Student ID
Student Name

source. Date: ____/_____/_____
1 S/NS
2 S/NS
3 S/NS
Name: _________________________
Date: ____/_____/_____

This task will require you to source and review at least two potential suppliers for each product identified in
Workplace Assessment Task 2.
STEPS TO TAKE
1. Access and review the following:
 Sources of supplier information
These are documents that contain important details about potential suppliers. Examples include trade directories and
consumer reports.
 Supplier review checklist
2. Explain at least two limitations on which suppliers can be used
Limitations on which suppliers can be used are given by your supervisor.
3. Identify at least two suppliers for each product that must be purchased.
4. Identify at least two specifications to inform the supplier for each product.
Ensure that at least three product specifications are met across the supply of six products mentioned in Task
2.
5. For each identified supplier, do the following:
 Confirm the following product requirements:
o Supply availability
o Delivery details
o Initial cost of the product
 Negotiate prices for identified products to purchase
 Calculate supply number and costs
6. Complete one supplier review report for each product that must be purchased. Each report must contain the
following information for each supplier reviewed:
 Limitations on which suppliers can be used
 Supplier information sources
 Identified product requirements for suppliers
 Negotiated price
7. Select the supplier based on:
 Price
 Availability
 Quality
8. Refer complex supply issues to higher level staff members

9. Provide a copy of the completed Supplier Review Report to higher level staff (through an email or a printed
copy)
Use your workplace/organisation’s template to complete this task or use the Supplier Review Report template
provided.
 Practical knowledge of supplier information.
 Practical skills relevant to:
o sourcing and reviewing suppliers
o negotiating costs with them within the scope of individual responsibility
ASSESSOR’S CHECKLIST
Review Workplace Assessment Task 3 – Assessor’s Checklist before starting this task. This form outlines the
following:
 Resources you are required to access to complete the task.
 All criteria your submission must address to satisfactorily complete this task.
Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.
YOUR ASSESSOR WILL
 Organise workplace resources required for you to complete this assessment.
 Advise you on the time and location of the assessment.
 Discuss with you the requirements listed in the Assessor’s Checklist prior to the assessment.
 Address your queries and concerns regarding this task.
EVIDENCE TO BE SUBMITTED
You must submit evidence of negotiations with the supplier. This can be in the form of a recording or email correspondence with
each supplier. The result of negotiations must correspond with the negotiated cost listed in the report.)

SUPPLIER REVIEW REPORT – PRODUCT 1
Product to purchase
Product specifications
Limitations on suppliers Explanation for limitation
i.
This must provide a reason for the stated limitation.
ii.
Supplier 1
Supplier information:
a. Supplier’s name
b. Supplier’s contact details
c. Source of supplier information
Product requirements:
a. Supply availability
This refers to the supplier’s available stock of the identified product.
i.
b. Delivery details
Information about the delivery of the products
from the supplier including: estimated delivery ii.
date, mode of delivery.
c. Cost of products
i. Initial cost per unit Initial cost per unit refers to the original cost of the per unit of the product given by the
supplier.
ii. Total cost for total quantity

This refers to the total price of the total number of products.
iii. Negotiated cost of the

supply of goods
Negotiated price refers to the price obtained after negotiating the original cost with the supplier.
Difference in price
This refers to the difference between the original and negotiated price.

Price negotiated by
This refers to the authorised personnel whose responsibility it was to negotiate the price with the
supplier.
Supplier 2
i.
b. Delivery details
ii.
c. Cost of products
i. Initial cost per unit

supply of goods
Difference in price
Price negotiated by

Product to purchase
i.
ii.
Supplier 1
i.
b. Delivery details
c. Cost of products
supplier.


supply of goods
Difference in price

Price negotiated by
supplier.
Supplier 2
i.
b. Delivery details
ii.
c. Cost of products
iii. Negotiated cost of the supply

of goods
Difference in price
Price negotiated by

Product to purchase
i.
ii.
Supplier 1
i.
b. Delivery details
c. Cost of products
supplier.


supply of goods
Difference in price

Price negotiated by
supplier.
Supplier 2
i.
b. Delivery details
ii.
c. Cost of products

of goods
Difference in price
Price negotiated by

Product to purchase
i.
ii.
Supplier 1
i.
b. Delivery details
c. Cost of products
supplier.


supply of goods
Difference in price

Price negotiated by
supplier.
Supplier 2
i.
b. Delivery details
ii.
c. Cost of products

of goods
Difference in price
Price negotiated by

Product to purchase
i.
ii.
Supplier 1
i.
b. Delivery details
c. Cost of products
supplier.


supply of goods
Difference in price

Price negotiated by
supplier.
Supplier 2
i.
b. Delivery details
iii.
c. Cost of products

of goods
Difference in price
Price negotiated by

Product to purchase
i.
ii.
Supplier 1
i.
b. Delivery details
c. Cost of products
supplier.


supply of goods
Difference in price

Price negotiated by
supplier.
Supplier 2
i.
b. Delivery details
ii.
c. Cost of products

of goods
Difference in price
Price negotiated by

ASSESSOR’S CHECKLIST – PRODUCT 1

To the Assessor: Complete one assessor’s checklist for each product that the candidate identified to purchase. Candidate’s submission of Supplier
Review Report must review at least two suppliers that can provide the identified product.
The candidate’s submission of a supplier review report: YES/NO

1. Identifies product specifications for the suppliers.
This must correspond to the product specifications identified in the Workplace Assessment Task 3
Assessor to indicate at least two product specifications that the candidate identified. ☐ YES ☐ NO
a.
b.
2. Identifies at least two limitations on which suppliers can be used. ☐ YES ☐ NO

Supplier limitations refer to the elements that limit the candidate from choosing a specific supplier.
3. Explains the limitations to which suppliers can be used. ☐ YES ☐ NO
The provided explanation must provide a reason for the limitation.
For example, If the candidate identified location as a supplier limitation, then the candidate must explain that to
minimise delivery costs, the particular supplier was not chosen.
4. Outlines information about each identified supplier.
Information identified must correspond with the information indicated in the sources of supplier information candidate submits as
evidence for this task.
a. Supplier’s name ☐ YES ☐ NO
b. Supplier’s contact details ☐ YES ☐ NO
These are methods of contacting the supplier.
c. Previous purchases from supplier (if applicable). ☐ YES
Tick NA if the candidate’s workplace did not purchase previous products from this supplier. ☐ NO
☐NA
5. Identifies sources of supplier information. ☐ YES ☐ NO
Sources of supplier information refer to materials that the organisation uses to obtain details about the supplier
prior to finalising on which supplier to purchase the goods from.
This must correspond to the sources of supplier information made in the Workplace Assessment Task 3
Assessor to indicate at least two sources of supplier information that the candidate identified:
a.
b.
6. Confirms product requirements with each supplier.

This must correspond to the discussions made during the consultation with the supplier made in Workplace Assessment Task 3
a. Supply availability ☐ YES ☐ NO
This refers to the amount of product the supplier has on-hand.
This quantity must correspond with the amount needed by the organisation.
b. Delivery details
This refers to information on how the products will be turned over to the organisation.
i. Delivery method ☐ YES ☐ NO
This refers to how the organisation can expect to receive the products.
For example, the products will be delivered by the supplier’s own service.
ii. Delivery time ☐ YES ☐ NO

This refers to when the organisation can expect the products to arrive.
c. Cost of the product

This refers to the price the supplier is selling the product.
i. Initial cost per unit ☐ YES ☐ NO
ii. Total cost for total quantity to purchase ☐ YES ☐ NO
iii. Negotiated cost ☐ YES

This amount must be an amount less than the initial cost of the product. ☐ NO
Tick NA if the supplier was not able to provide a negotiated cost. ☐ NA
7. Outlines information on the negotiated price of product.
a. Difference in price ☐ YES ☐ NO

This refers to the difference in price from the initial price and the negotiated price.
b. Identifies the staff authorised to negotiate costs with supplier. ☐ YES ☐ NO
This must refer to any staff member whose responsibilities include price negotiation.
8. Outlines information on complex supply issues
Complex supply issues refer to the supply related problems that arise during the supply process.
a. Identifies at least one complex supply issue for each identified supplier. ☐ YES ☐ NO
For example, one of the supply related issues the candidate can identify is risk management during the
supply process.
b. Identifies at least one staff qualified to address the complex supplier issue. ☐ YES ☐ NO
These refer to workplace colleagues with the authority to address complex supply issues like cost control
and risk management.


a.
b.

☐NA
a.
b.

b. Delivery details




supply process.


a.
b.

☐NA
a.
b.

b. Delivery details




supply process.


a.
b.

☐NA
a.
b.

b. Delivery details




supply process.


a.
b.

☐NA
a.
b.

b. Delivery details




supply process.


a.
b.

☐NA
a.
b.

b. Delivery details




supply process.


Student ID
Student Name

source. Date: ____/_____/_____
1 S/NS
2 S/NS
3 S/NS
Name: _________________________
Date: ____/_____/_____

This task will require you to assess quality of goods and make the final purchase.
STEPS TO TAKE
1. Access and review the following:
 Selected supplier review reports to ensure price, delivery and quality expectations.
 Previous purchase orders
2. Complete a quality of goods statement to assess:
 Suppliers’ capacity to meet price, quality and delivery expectations.
 Quality of goods.
Use your workplace/organisation’s template to complete this task, or use the Quality of Goods Statement
template provided.
3. Purchase goods within own responsibility and organisational policy.
4. Maintain accurate purchase records.
 Practical knowledge of analysing supplier capacity and complete quality of goods before making a purchase.
 Practical skills relevant to assessing quality of goods, making a final purchase and maintaining accurate purchase
records.
Review Workplace Assessment Task 4 – Assessor’s Checklist before starting this task. This form outlines the
following:
 Resources you are required to access to complete the task.
 All criteria your submission must address to satisfactorily complete this task.
Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.
EVIDENCE SUBMITTED
Submit accurate purchase orders containing all of the information relevant to the purchases made.

QUALITY OF GOODS STATEMENT
Expectations met from the supplier review report:
a. Price expectations
b. Quality
expectations
c. Delivery
expectations
I.
Assessment of supplier
capacity II.
Quality of goods to be
purchased
I.
Purchase records
II.

A. The candidate’s quality of goods statement submission: YES/NO
1. Identifies expectations that the chosen supplier meets

This must correspond to the supplier review reports made in the Workplace Assessment Task 4
a. Price expectations ☐ YES ☐ NO

The supplier must meet the price limitations of the candidate’s organisation.
This must correspond with the price limitations identified in Workplace Assessment Task 2.
b. Quality expectations ☐ YES ☐ NO

These refer to the condition of products.
They must correspond with the end-prouct requirements identified in Workplace Assessment Task
2.
c. Delivery expectations ☐ YES ☐ NO

The supplier should stand his ground with respect to the mutually decided delivery route and date.
2. Provides assessment of supplier capacity

This must correspond to the supplier capacity specifications made in the Workplace Assessment Task 4
a. Indicates that supplier can deliver at the agreed date ☐ YES ☐ NO
b. Indicates that the supplier is financially viable and reliable ☐ YES ☐ NO
c. Indicates that supplier provides professional service ☐ YES ☐ NO
3. Provides assessment of the quality of supplier’s products.

This must correspond to the product quality specifications made in the Workplace Assessment Task 4
a. Indicates that supplier’s stock matches all product specifications. ☐ YES ☐ NO
b. Indicates that supplier has enough stock to ☐ YES ☐ NO

meet required quantity.
B. B. The candidate’s purchase order submission: YES/NO
1. Provides accurate information.

This must correspond to the purchase records which include relevant supplier information made in Workplace Assessment Task 4
At a minimum, learner’s submission must include ALL of the following:
a. Information presented in a clearly written format.

i. Supplier contact data ☐ YES ☐ NO

ii. Terms and conditions related to supply of goods ☐ YES ☐ NO
b. Relevant details for the purchase made

i. Product price details ☐ YES ☐ NO
ii. Product quantity details ☐ YES ☐ NO
c. Describes the supplier arrangements

i. Delivery details ☐ YES ☐ NO
ii. Contract details between organisation and supplier ☐ YES ☐ NO


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Assessment Booklet

Student Name: ___________________________

Student Number: ___________________________

Intake Date: ___________________________

Student ID Final Assessment Submission Date:

Assessment Task 2  Project S / NS  Competent (C)

Administrative use only:

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Reasonable adjustment provided Reason for reasonable adjustment Outcome

 Educational and bilingual support

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Student Declaration: I declare that the work submitted is my Signature: ___________________________

Attempt Outcome Date Assessor’s feedback (as required): Trainer’s initials

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Access and review your organisation’s documents on previously purchased products.

Product purchased Features of the product Expected level of quality

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Access and review your organisation’s previously completed purchase orders.

a. Sources of information for product purchases

Source of Information Type of Information Each Source Provides

b. Sources of information for supplier information

Source of Information Type of Information Each Source Provides

c. Sources of information for negotiated supply costs

Source of Information Type of Information Each Source Provides

d. Sources of information for contractual arrangements

Source of Information Type of Information Each Source Provides

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e. Sources of information for supplier arrangements

Source of Information Type of Information Each Source Provides

f. Sources of information for purchase requirements

Source of Information Type of Information Each Source Provides

Access and review your organisation’s documents for supply requirements.

Format of Documents for Supply

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Content of Documents for Supply

a. Describe two procedures used in your organisation for ordering stock.

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Considerations in determining quality of Description of each consideration

Considerations in determining suitability of

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Access and review your organisation’s documents for forecasting methods.

Forecasting Method Description

ii. Popularity index

Individual responsibility Description of responsibility

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Complete the following table.

Expectations Describe each expectation How to assess supplier’s capacity to

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Determinants How each determinant assesses quality of goods

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Student Declaration: I declare that the work submitted is my Signature: ___________________________

Attempt Outcome Date Assessor’s feedback (as required): Trainer’s initials

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End product requirements i.

Information of current stock on hand:

a. Quality of stock on hand

b. Suitability of stock on hand

c. Quantity of stock on hand