NZQA registered unit standard 25229 version 2 Page 1 of 4 Title Manage project procurement Level 5 Purpose Credits 5 This unit standard specifies the outcomes required to undertake procurement and contract management within projects. It covers determining procurement requirements, establishing agreed procurement processes, conducting contracting and procurement activities, and managing finalisation processes. A project manager usually performs the specialist functions required by this unit standard. People credited with this unit standard are able to: determine procurement requirements; establish agreed procurement processes; conduct contracting and procurement activities; implement the contract and/or procurement; and manage contract and procurement finalisation procedures, for projects. 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 taken responsibility within projects for procurement and contract management. This will include evidence of managing the work of others within the project team with respect to procurement and contract management. 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 refers to activities being done independently, within broad guidance, or by taking the lead of a team; involving consultation with other project members, teams, and internal stakeholders; involving the selection, use and supervision of appropriate procurement and contract management methods and tools; being conducted routinely or as changing circumstances dictate; take into account internal organisational change and external environmental change. NZQA National Qualifications Services SSB Code 130301 New Zealand Qualifications Authority 2016 NZQA registered unit standard 25229 version 2 Page 2 of 4 Procurement management plan identifies and outlines – procurement objectives, strategies and timelines; resources to be obtained against a timeline and budget; processes to be used for procurement of resources; responsibilities for staff/team members; how procurement arrangements are communicated to stakeholders; the process for monitoring and evaluating procurement related to the project. Modifications may be made – independently or with senior personnel endorsement if necessary; regularly throughout the project life cycle; in consultation with project team members, section heads, project manager and stakeholders; taking into account internal organisational change and external environmental change. Project objectives describe the specific, tangible products or deliverables that the project will deliver. Project outcomes are the difference the project outputs will make to the people or institutions the project will benefit. 4 Evidence is required of managing a minimum of two projects. Outcomes and evidence requirements Outcome 1 Determine procurement requirements for projects. Evidence requirements 1.1 Procurement requirements are identified, with input from stakeholders and senior personnel, in terms of procurement planning and the contract, in accordance with project plan and organisational requirements. 1.2 An agreed procurement management plan and strategies are established and maintained to ensure clarity of understanding between stakeholders and achievement of project objectives, in accordance with delegated authority and organisational requirements. Outcome 2 Establish agreed procurement processes for projects. Evidence requirements 2.1 Information is obtained from established sources capable of fulfilling procurement requirements to determine how project objectives can be met, in accordance with project plan and organisational requirements. 2.2 Established selection processes and selection criteria are adopted and communicated to stakeholders and prospective contractors or suppliers to ensure fair competition, in accordance with organisational requirements. 2.3 Approvals for procurement processes to be used for the project are obtained from senior personnel to enable formal discussions to be conducted, in accordance with organisational requirements. NZQA National Qualifications Services SSB Code 130301 New Zealand Qualifications Authority 2016 NZQA registered unit standard 25229 version 2 Page 3 of 4 Outcome 3 Conduct contracting and procurement activities for projects. Evidence requirements 3.1 Agreed proposals and/or specifications are communicated to prospective contractors or suppliers to ensure clarity of understanding of project objectives, in accordance with organisational requirements. 3.2 Responses to supplier proposals are evaluated and preferred contractors or suppliers are selected, in accordance with agreed selection processes and organisational requirements. 3.3 Negotiations are conducted with the preferred contractor or supplier, with guidance of senior personnel, if required, to agree on contract terms and conditions, establish common goals, and minimise uncertainty, in accordance with organisational requirements. Outcome 4 Implement the contract and/or procurement for projects. Evidence requirements 4.1 Established procurement management plan is implemented and modifications made with senior personnel to ensure a common approach to achievement of objectives, in accordance with organisational requirements. 4.2 Progress of procurement is reviewed and agreed changes are managed to ensure timely completion of tasks, resolution of conflicts, and achievement of project objectives in accordance with the contract. 4.3 Any procurement management problems are identified and reported to senior personnel, and agreed remedial actions are implemented to ensure project objectives are met, in accordance with project plan and organisational requirements. Outcome 5 Manage contract and procurement finalisation procedures for projects. Evidence requirements 5.1 Finalisation activities are conducted to ensure contract deliverables meet contractual requirements, in accordance with project plan and organisational requirements. 5.2 Project outcomes are reviewed using available procurement records and information to determine the effectiveness of contracting and procurement processes and procedures, in accordance with organisational requirements. NZQA National Qualifications Services SSB Code 130301 New Zealand Qualifications Authority 2016 NZQA registered unit standard procurement records and information may include – product specifications; procurement management plan; contract documentation; contractor selection criteria, processes and recommendations; contract negotiation documentation; contract change proposals and approvals; test and acceptance procedures and documentation; contract discharge and asset disposal register. Range 5.3 25229 version 2 Page 4 of 4 Any procurement or contract management issues and recommended improvements are identified, documented, and passed on to senior personnel for application in future projects in accordance with organisational requirements. 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. 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