NZQA registered unit standard 25218 version 2 Page 1 of 4 Title Apply contract and procurement techniques to a project Level 4 Purpose Credits 5 A project team member usually performs the functions required by this standard under direction of the project manager and working with other project team members. People credited with this unit standard are able to: assist with contract and procurement planning for a project; contribute to contractor selection process for a project; conduct contracting and procurement activities for a project; and conduct finalisation activities for the contracting and procurement stages of a project. Classification Business Operations and Development > Project Management Available grade Achieved Explanatory notes 1 Legislation relevant to this unit standard may include but is not limited to: Health and Safety in Employment Act 1992; Resource Management Act 1991; Human Rights Act 1993; Privacy Act 1993; Employment Relations Act 2000. 2 To demonstrate competence in this unit standard a candidate must be able to provide evidence that they have contributed to the management of contracting and procurement within projects. This will include evidence of working with others to plan and manage contracts and/or procurement; developing documentation used in compiling contracts, negotiation or administration of contracts; selecting contractors through organisational procedures; and reviewing contract and/or procurement management within the project. Evidence may be gathered from the candidate's contribution to several simultaneous projects, or to one project over an extended period of time. 3 Definitions Organisational requirements refer to instructions to staff on policy and procedures which are documented in memo or manual format and are available in the workplace. These requirements include but are not limited to – site specific requirements, and company quality management requirements. Delegated authority means authority within established organisational framework, procedures and routines; under limited guidance and supervision; within agreed authorisation and limits; in a multi-disciplinary environment subject to frequent change. Outcomes and evidence requirements NZQA National Qualifications Services SSB Code 130301 New Zealand Qualifications Authority 2016 NZQA registered unit standard 25218 version 2 Page 2 of 4 Outcome 1 Assist with contract and procurement planning for a project. Evidence requirements 1.1 Contribution assists with the establishment of procurement requirements in accordance with project requirements. 1.2 Contribution made assists with the development of project documentation for contract definition and formation in accordance with project and organisational requirements. Outcome 2 Contribute to contractor selection process for a project. Evidence requirements 2.1 Information on potential suppliers is gathered and evaluated in accordance with project and organisational requirements. 2.2 Recommendations made assist in selecting preferred contractors in accordance with delegated authority and organisational requirements. 2.3 Contribution assists with the definition of agreed terms and conditions with preferred contractor in accordance with organisational requirements. 2.4 Contribution assists with the development of the final tendering and contractual documentation in accordance with project plan and organisational requirements. Outcome 3 Conduct contracting and procurement activities for a project. Range procurement activities may include – obtaining quotes from potential suppliers or providing quotes to potential clients or collaborating agencies and alliances; identifying occupational safety and health issues; confirming details; obtaining approvals from higher project authorities; formally receipting goods and services or providing formal notice of delivery of goods and services; planning, specifying and/or conducting test and acceptance procedures; maintaining registers and lists; processing payment documentation; liaising with client, contractors and sub-contractors, and other stakeholders; conducting transfer and disposal actions. Evidence requirements 3.1 Procurement activities are undertaken and information is maintained to ensure reporting, confidentiality, and audit requirements are met. NZQA National Qualifications Services SSB Code 130301 New Zealand Qualifications Authority 2016 NZQA registered unit standard 25218 version 2 Page 3 of 4 3.2 Supplies are received, reconciled, and registered to facilitate payment throughout the project in accordance with organisational requirements. 3.3 Contractors and suppliers and their activities are monitored and controlled for compliance with designated responsibilities, deliverables, time, cost, and quality conformance in accordance with project plan and organisational requirements. Outcome 4 Conduct finalisation activities for the contracting and procurement stages of a project. Evidence requirements 4.1 Testing and acceptance of supplies or services are undertaken to ensure quality and suitability for purpose in accordance with organisational requirements. 4.2 Assistance is provided in the ongoing review of the project outcomes using available records and information to determine the effectiveness of contracting and procurement activities. review may include – agreed major milestones, for example phases and sub-contracts; delivery of major deliverables; change of key personnel; finalisation of project and other agreed milestones. Records may include – lists of suppliers; procurement logs, registers; quotes, invoices and receipts; test and acceptance results; assets and disposal actions; procurement reports; records of contract planning, formation, negotiation or administration. Range 4.3 Any contracting and procurement management issues and responses are reported to other parties for application in future projects in accordance with organisational requirements. other parties may include – project manager, higher project authority, team members, project specialist or other personnel. Range Planned review date 31 December 2018 Status information and last date for assessment for superseded versions Process Version Date Last Date for Assessment Registration 1 17 April 2009 31 December 2018 Rollover and Revision 2 24 October 2014 N/A Consent and Moderation Requirements (CMR) reference 0113 This CMR can be accessed at http://www.nzqa.govt.nz/framework/search/index.do. NZQA National Qualifications Services SSB Code 130301 New Zealand Qualifications Authority 2016 NZQA registered unit standard 25218 version 2 Page 4 of 4 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. 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. Comments on this unit standard Please contact NZQA National Qualifications Services nqs@nzqa.govt.nz if you wish to suggest changes to the content of this unit standard. NZQA National Qualifications Services SSB Code 130301 New Zealand Qualifications Authority 2016