NZQA registered unit standard 18926 version 4 Page 1 of 4 Title Plan a procurement activity in accordance with the organisational procurement strategy Level 6 Purpose Credits 20 This unit standard is for procurement practitioners who are seeking to demonstrate competence in procurement planning. People credited with this unit standard are able to: analyse the factors relevant to a procurement activity; decide appropriate project delivery methods and select appropriate supplier selection methods. Classification Infrastructure Civil Engineering > Infrastructure Asset Management Available grade Achieved Explanatory notes 1 All evidence for this unit standard must be in accordance with current editions of the following manuals, New Zealand Standards and principles: Principles of Government Procurement (New Zealand Government Procurement, July 2012) available online at http://www.business.govt.nz/procurement/foragencies/key-guidance-for-agencies/principles-rules-and-the-law Government Rules of Sourcing (Ministry of Business, Innovation and Employment, 2014) available online at http://www.business.govt.nz/procurement/pdflibrary/agencies/rules-of-sourcing/government-rules-of-sourcing-April-2013.pdf Procurement manual for activities funded through the National Land Transport Programme (New Zealand Transport Agency, 2009), available online at http://www.nzta.govt.nz/resources/procurement-manual/ (Appendix I contains a list of references); New Zealand Standards NZS 3910: 2013 Conditions of contract for building and civil engineering construction; NZS 3915: 2005, Conditions of contract for building and civil engineering construction (where no person is appointed to act as engineer to the contract), NZS 3916:2013 Conditions of contract for building and civil engineering – Design and construct, NZS 3917: 2013 Conditions of contract – Fixed Term. New Zealand Standards are available online from Standards New Zealand at www.standards.co.nz; NEC Contracts. This international standard form includes a suite of standard contracts covering both construction and professional services. The NEC contracts are designed to support a more collaborative approach to procurement than is the case with more traditional standard forms. NEC standards are available online from: http://www.neccontract.com; Infrastructure ITO SSB Code 101813 New Zealand Qualifications Authority 2016 NZQA registered unit standard 18926 version 4 Page 2 of 4 FIDIC Contracts. The International Federation of Consulting Engineers includes a suite of standard contracts covering both construction and professional services. FIDIC contracts are available online from: http://fidic.org/bookshop. Conditions of contract for consultancy services. 3rd edition (2009) available from The Association of Consulting Engineers New Zealand (ACENZ), PO Box 10247, Wellington 6143, Telephone 04 472 1202, Fax 04 473 3814 or online at https://www.ipenz.org.nz/IPENZ/Engineering_Practice/endorsed_info/CCCS3edFINA L.pdf. Outcomes and evidence requirements Outcome 1 Analyse the factors relevant to a procurement activity. Evidence requirements 1.1 Project scope is identified. Range 1.2 The capability, capacity and competitiveness of the supplier market are analysed in relation to specific projects. Range 1.3 may include but is not limited to – project purpose, description of works, location, scale, related projects, interested stakeholders, range of activities, potential subcontractor involvement, degree of specialisation, potential economic, environmental and social benefits. may include but is not limited to – number of known capable suppliers, location of suppliers, supplier sizes, supplier pricing, supplier resources, existing relationships and track records, characteristics of unsuitable suppliers, appetite and potential for new suppliers. Alignment with procurement strategies and plans is demonstrated. Range Infrastructure ITO SSB Code 101813 may include but is not limited to – scope, scale, timing, risks, purchaser capability, demand, financial capability, resources. New Zealand Qualifications Authority 2016 NZQA registered unit standard 18926 version 4 Page 3 of 4 Outcome 2 Decide appropriate project delivery methods. Range Evidence of two methods minimum is required. 2.1 The chosen delivery methods are justified. Range may include but is not limited to – benefits, funding, staging, potential for innovation, risk assessment, environmental impacts, timeline, resources, safety. Outcome 3 Select appropriate supplier selection methods. Range Evidence of two methods minimum is required. Evidence requirements 3.1 Opportunities for using a staged approach to supplier selection are justified. Range 3.2 Supplier selection methods are compared. Range 3.3 direct appointment, lowest price conforming, purchaser nominated price, price quality, weighted attributes, quality based. The relative importance of price and quality are described in relation to each of the supplier selection methods. Range 3.4 may include but is not limited to – preconditions, prequalification, expression/registration of interest, supplier panels, statement of interest and ability, direct appointment. direct appointment, lowest price conforming, purchaser nominated price, price quality, weighted attributes, quality based. Options for supplier selection methods for specific projects are evaluated with supporting recommendations. Range must include a minimum of two of: direct appointment, lowest price conforming, purchaser nominated price, price quality, weighted attributes, quality based. 3.5 Comparison of supplier selection methods includes an analysis of the total cost of the supplier selection process imposed on both the supplier community and the purchaser and gives best value for money. 3.6 Non-price attributes to be used for supplier selection are described in terms of their purpose and the information required for evaluating them. Infrastructure ITO SSB Code 101813 New Zealand Qualifications Authority 2016 NZQA registered unit standard Planned review date 18926 version 4 Page 4 of 4 31 December 2020 Status information and last date for assessment for superseded versions Process Version Date Last Date for Assessment Registration 1 22 January 2002 31 December 2011 Revision 2 19 February 2004 31 December 2011 Review 3 18 March 2011 31 December 2017 Review 4 19 May 2016 N/A Consent and Moderation Requirements (CMR) reference 0101 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 (CMRs). 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 the Infrastructure ITO qualifications@infrastructureito.org.nz if you wish to suggest changes to the content of this unit standard. Infrastructure ITO SSB Code 101813 New Zealand Qualifications Authority 2016