NZQA Expiring unit standard 7462 version 5 Page 1 of 4 Title Secure tenders, negotiate, and monitor contracts for supply or maintenance of materials, plant, and equipment Level 6 Purpose Credits 10 This unit standard is for people who have, or seek, responsibility for the purchase and supply of materials, plant, and equipment resources, and managers who make, or contribute to making, purchasing and supply management decisions and who are required to coordinate with technical users and specialists. People credited with this unit standard are able to: establish systems and procedures for competitive tendering; negotiate contracts for supply or maintenance; and establish systems and procedures for contract compliance monitoring and vendor rating. Classification Business Operations and Development > Systems and Resources Management Available grade Achieved Explanatory notes 1 Definitions Organisation refers to a specific business entity which may be – profit or non-profit; in private, public, or voluntary sectors; a business unit, iwi, or other special-purpose body. Supplier refers to a person or organisation who supplies products, materials, or services required by the organisation. 2 This unit standard will be assessed on the basis of evidence of demonstrated performance in the workplace or in simulated work situations designed to draw upon similar performance to that required in work. In practice this will call for a variety of modes of assessment and forms of evidence. Evidence is required to show consistency of performance across a range of situations and to demonstrate knowledge, understanding, and skill in the principles and practices directly relating to the competent performance of elements and performance criteria. Outcomes and evidence requirements Outcome 1 Establish competitive tendering system and procedures. Evidence requirements 1.1 Tender documents comply with organisational policy and legal requirements and NZQA National Qualifications Services SSB Code 130301 New Zealand Qualifications Authority 2016 NZQA Expiring unit standard 7462 version 5 Page 2 of 4 contain no requirement having the effect of limiting competition. Range legal requirements include applicable New Zealand Standards – general, commodity or context specific. 1.2 Tender document provides clear and accurate specification of supplies, conditions of contract, and procedures for submission. 1.3 Tenders obtained demonstrate that adequate competition has been secured in accordance with pre-determined standards. 1.4 Tenders received are recorded, opened, and evaluated in accordance with prescribed organisational procedures and ethical standards. 1.5 Selection of tender evaluation method used is best suited to the size, nature, and expected value of the contract. 1.6 Decision and reasons are fully documented and communicated promptly to users, suppliers, and other interested parties. Outcome 2 Negotiate contracts for supply or maintenance. Evidence requirements 2.1 Negotiations are conducted and agreements finalised in a manner which promotes goodwill towards the organisation and satisfies ethical, legal, and commercial requirements. 2.2 Any concessions made are such that agreements remain consistent with the organisation's objectives and original intentions. 2.3 Contracts specify terms of performance and release, conform with legal and organisational requirements, and include provision for contingencies and review. 2.4 Contracts and agreements specify the cost basis, standards, time, quantity, quality, control, consultation, and other terms required by the organisation. Range 2.5 other terms may include but are not limited to – finance terms, interest rates, warranty terms, service support, spares. Contracts and agreements are fully and accurately documented in a format acceptable to both parties, signed, and kept available for reference. NZQA National Qualifications Services SSB Code 130301 New Zealand Qualifications Authority 2016 NZQA Expiring unit standard 7462 version 5 Page 3 of 4 Outcome 3 Establish systems for contract compliance monitoring and vendor rating. Evidence requirements 3.1 The supply contract is monitored for progress and conformity to quality, time, and cost performance against contract provisions and specifications. 3.2 Effective liaison and communication are maintained with suppliers or contractors. 3.3 Critical paths and timelines for delivery of materials, plant, and equipment are determined and met. 3.4 Control and information systems with pre-determined performance indicators monitor progress and ensure that performance meets quality standards. 3.5 Materials, plant, and equipment supplied are evaluated against agreed performance specifications, and non-conforming supplies are identified, segregated, and communicated for rectification. 3.6 Vendor rating system is put in place to rate supplier performance in meeting supply objectives and to guide supplier development policy. This unit standard is expiring. Assessment against the standard must take place by the last date for assessment set out below. Status information and last date for assessment for superseded versions Process Version Date Last Date for Assessment Registration 1 31 August 1996 31 December 2016 Revision 2 7 September 1999 31 December 2016 Rollover and Revision 3 17 April 2009 31 December 2016 Rollover and Revision 4 18 April 2013 31 December 2018 Review 5 17 March 2016 31 December 2018 Consent and Moderation Requirements (CMR) reference 0113 This CMR can be accessed at http://www.nzqa.govt.nz/framework/search/index.do. Please note Providers must be granted consent to assess against standards (accredited) by NZQA, before they can report credits from assessment against unit standards or deliver courses of study leading to that assessment. Industry Training Organisations must be granted consent to assess against standards by NZQA before they can register credits from assessment against unit standards. NZQA National Qualifications Services SSB Code 130301 New Zealand Qualifications Authority 2016 NZQA Expiring unit standard 7462 version 5 Page 4 of 4 Providers and Industry Training Organisations, which have been granted consent and which are assessing against unit standards must engage with the moderation system that applies to those standards. Requirements for consent to assess and an outline of the moderation system that applies to this standard are outlined in the Consent and Moderation Requirements (CMR). The CMR also includes useful information about special requirements for organisations wishing to develop education and training programmes, such as minimum qualifications for tutors and assessors, and special resource requirements. NZQA National Qualifications Services SSB Code 130301 New Zealand Qualifications Authority 2016