SITXINV003 Assessment Task Purchase Goods

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SITXINV003 PURCHASE GOODS

Assessment Tasks

SITXINV003

Purchase Goods
Unit code: SITXINV003
Unit of competency: Title: Purchase goods

Name of your trainer/assessor:

Your name:

Your postal address:

Company / organisation(if
applicable)

Student Phone:

Student Phone (mobile):

Email:

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 2
TASK 1 - PROJECT
Before you commence this section of the assessment you are to complete the checklist. This
checklist should be reviewed by you to evaluate your readiness for assessment, and to
confirm your understanding of the criteria by which this assessment task will be judged.

Once you feel you have the required skills and knowledge to demonstrate each of the
following assessment criteria, you are ready to be assessed. If you feel you are not ready to
be assessed before the assessment has commenced, feel free to speak with your assessor
for any reasonable adjustment or assessor intervention.

You may refer to this checklist at any stage PRIOR to the commencement of your
assessment. You may not refer to this checklist whilst you are being assessed.

I feel I can
Student Assessment Criteria
demonstrate this
Communication | Are you able to:
Communicate clearly with others
Clarify the task requirements
Ask for help when needed
Follow instructions ☐ Yes ☐ No
Give and receive feedback as appropriate
Answer questions and clarify concerns that arise
Explain rational on decisions effectively
Safety | Are you able to:

Work safely at all times ☐ Yes ☐ No

☐ Yes ☐ No
Ensure your actions do not put the safety of yourself or others at risk

Task requirements | Are you able to


Source and document current and emerging industry information on the ☐ Yes ☐ No
hospitality industry using at least three information sources listed in the
knowledge evidence

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 3
Source and interpret information on the following from the above sources ☐ Yes ☐ No
and share with colleagues to improve knowledge of the hospitality industry
such as:
 Current and emerging products and services
 Current issues
 Career opportunities
 Relationship between other related industries
 Compliance issues and quality assurance
 New products, technology, techniques and services
 Work ethic required to work in the industry

Identify ways to integrate current hospitality industry information into daily ☐ Yes ☐ No
work activities to enhance the quality of work performance.

Identify sources of information on the hospitality industry, such as: ☐ Yes ☐ No


Developers of codes of conduct or ethics
Discussions with experienced industry personnel
Industry accreditation operators
Industry associations and organisations
Industry journals, reference books and seminars
Libraries and media
Networking with colleagues and suppliers
Personal observations and experience
Plain English documents, issued by government regulators, that describe
laws relevant to the hospitality industry
Training courses
Unions

Apply knowledge of structure of the hospitality industry and its different ☐ Yes ☐ No
sectors, including:
Key characteristics
Main functions
Features and services of businesses within the local and regional industry
Business relationships between different sectors
Apply information of relevance to the hospitality industry, including: ☐ Yes ☐ No
Economic and social significance of the hospitality industry
Career opportunities within the industry
Roles and general responsibilities for different jobs in the industry

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 4
Apply key ways that information is used to enhance the quality of work ☐ Yes ☐ No
performance, including:
Improving skills and productivity
Producing food items to meet current market trends and customer
expectations
Providing quality hospitality service
Suggesting new and improved ways of doing things
Working effectively with:
Other sectors of the hospitality industry
Suppliers
Apply working abilities according to: ☐ Yes ☐ No
Ethical industry practices
Legal requirements for self and the organisation
Apply key characteristics and main functions of allied and related industries ☐ Yes ☐ No

Apply primary functions of: ☐ Yes ☐ No


Major cross-industry and sector-specific industry associations especially
those with which the business has a relationship
Trade unions in the industry
Apply basic aspects of ethical issues specifically relevant to the hospitality ☐ Yes ☐ No
industry

Apply basic aspects of hospitality industry quality assurance processes: ☐ Yes ☐ No


Industry accreditation schemes
Codes of conduct or ethics
Industry association membership
Occupational licensing
Reasons for participation and impacts of non-compliance
Roles and responsibilities of individual staff members when participating in
schemes
Apply basic aspects of state, territory and commonwealth laws specifically ☐ Yes ☐ No
relevant to the hospitality industry and actions that must be adhered to by
hospitality businesses:
Food safety
Responsible service of alcohol
Responsible conduct of gaming
Local community protection that must be met by hospitality industry
operators when delivering services and requirements to maintain the lifestyle
of neighbouring residents
Apply basic aspects of industrial relations: ☐ Yes ☐ No
Award provisions
Equal employment opportunity (EEO) law
Rights of employees and responsibilities of employers to make merit-based
employment decisions

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 5
Apply current and emerging technology used in the hospitality industry, such ☐ Yes ☐ No
as:
Catering systems
Applications for electronic devices and computers
Computer-aided despatch systems
Food production systems
Industry online booking systems
Industry reservations, operations and financial and tracking systems
Project management systems
Social media sites.

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 6
Assessment Task:

1. Describe the following terms, in your own words:


a. Features of products
b. Expected level of quality

2. Identify and describe 4 forecasting methods.

3. Where can you find information on the following:


a. Negotiated cost of supply
 Searching on the internet
 Looking through industry documents of supplier delivery of stock (products)

b. Contractual arrangements
 Management will finalise any final agreements
 Supplier arrangements in your business folder of where all suppliers
communication is kept

c. Preferred supplier arrangements


 All these details will be in the workplace of the organisation where everything
is kept for each supplier in detail

4. What specifications might you include on a purchase order for goods?


 You will require a purchase order form for ordering of the goods
 This form will include:
 The product name
 Product quantities
 Agreed prices
 These above are the specifications required to be demonstrated on the purchase
order form / giving a clear identity of how much and what sort of products is and
costs and descriptive of goods purchased
 Suppliers name and purchasing name and addresses
 Purchase order number
 Deliver times and dates
Assessment tasks SITXINV003, Purchase Goods
Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 7
 Quantities, agreement price and conditions

5. Describe, in your own words, how you might use each of the following sources of
information to determine purchase requirements.
a. Buffet designs

Depending on the type of buffet would give you an indication of what to order for
that buffet. Considerations to take into account when ordering for a buffet is to
think of what time the buffet would be operating and how long for as well to be
thought of when purchasing products for this buffet. Example of stock to be
ordered could include the perishable items as well as the utensils etc required to
cater for the time frame of the buffet being open to customers.

b. Catering orders

c. Customer specifications

d. Event orders and running sheets


e. Function orders
f. Menus
g. Operational itineraries for crew, passenger itineraries, and passenger lists
h. Recipes
i. Reservation profiles and rooming lists
j. Standard yields

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 8
6. List 4 alcoholic and 4 non-alcoholic beverages that may need to be purchased by a
business.

7. Identify at least 5 customer travel products

8. When purchasing goods, what are the 6 types of foods that might be required to be
purchased?

9. Identify 4 vehicles in the work place that require fuelto be purchased.

10. Other than food, identifyat least 7 types of goods that may need to be purchased by a
hospitality business:

11. What are the considerations that must be accounted for when determining quality
and suitability of stock? Discuss in report format.

12. Outline what you would expect from each of the following organisational procedures
relating to the supply of goods:

a. Completing purchase orders


b. Gaining authority to purchase
c. Limitations on which suppliers can be used
d. Authorised persons to negotiate and purchase

13. Discuss what you would do to assess a supplier’s capacity to meet price, quality and
delivery expectations.

14. Briefly discuss each to the determinants of the quality of goods.

15. Research and print off an order form that could be used to order stock in a hospitality
venue. (You may use a form from your workplace) Once you have printed your order
form you will need to Highlight the areas that describe supply requirements.

You either create your own purchase order and fill in the below or download a
printable purchase order from google:

When you find your purchase order you need to highlight these areas on your form:

Supplier name

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 9
Delivery to who? Name or receiver of the stock

Delivery date

Description of the order highlight the products, quantitites cost

Who ordered the stock

Record of Task 1

Learner details Assessor details


Name : Name: Matilda Panuccio

Unit Code: SITXINV003 Unit Name: Purchase goods


Site: Date:9/10/20
WIC
Record of assessment results (please tick appropriate box)
Assessment activity Satisfactory Date More Date
evidence
Task 1 – Project ☐ ☐
Context
detail.
Assessor to
record

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 10
Attempts - Attempt / / attempt 2 / / Attempt 3 / /
1

Appeals If you receive a Not Satisfactory assessment result you have the right to
appeal. You have two assessment attempts. After the second attempt
arrangements for payment will be made for reassessment purposes

Assessor Feedback to
learner: The assessor
must write full
feedback to the
learner that is
constructive and not
generic

Assessor Assesso Date


name r
signatur
e

Student declaration - I hereby certify that this assessment is my own work, based on my
personal study and/or research. I have acknowledged all material and resources used in the
presentation of this assessment whether they are books, articles, reports, internet searched or
any other document or personal communication. I also certify that the assessment has not
previously been submitted for assessment in any other subject or any other time in the same
subject and that I have not copied in part or whole or otherwise plagiarised the work of other
learning and/or other persons
I confirm that I understand that I must complete this assessment on my own. I confirm that I will
not cheat or plagiarise, or copy from another student during the completion of this assessment.

Name: Signature: Date:9/10/20

Reasonable Adjustment (if applicable) explain why reasonable adjustment has been applied and
the tasks it was applied to:

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 11
Assessor Intervention (if applicable) - did you need to assist the student in this assessment. If so
please explain:

Oral Assessment ☐Written Assessment ☐


Comments:

TASK 2 – RESEARCH REPORT/OBSERVATION


Before you commence this section of the assessment you are to complete the checklist. This
checklist should be reviewed by you to evaluate your readiness for assessment, and to
confirm your understanding of the criteria by which this assessment task will be judged.

Once you feel you have the required skills and knowledge to demonstrate each of the
following assessment criteria, you are ready to be assessed. If you feel you are not ready to
be assessed before the assessment has commenced, feel free to speak with your assessor
for any reasonable adjustment or assessor intervention.

You may refer to this checklist at any stage PRIOR to the commencement of your
assessment. You may not refer to this checklist whilst you are being assessed.

I feel I can
Student Assessment Criteria
demonstrate this
Communication | Are you able to:

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 12
Communicate clearly with others
Clarify the task requirements
Ask for help when needed
Follow instructions ☐ Yes ☐ No
Give and receive feedback as appropriate
Answer questions and clarify concerns that arise
Explain rational on decisions effectively
Safety | Are you able to:

Work safely at all times ☐ Yes ☐ No

☐ Yes ☐ No
Ensure your actions do not put the safety of yourself or others at risk

Task requirements | Are you able to


Source and document current and emerging industry information on the ☐ Yes ☐ No
hospitality industry using at least three information sources listed in the
knowledge evidence

Source and interpret information on the following from the above sources ☐ Yes ☐ No
and share with colleagues to improve knowledge of the hospitality industry
such as:
Current and emerging products and services
Current issues
Career opportunities
Relationship between other related industries
Compliance issues and quality assurance
New products, technology, techniques and services
Work ethic required to work in the industry

Identify ways to integrate current hospitality industry information into daily ☐ Yes ☐ No
work activities to enhance the quality of work performance.

Identify sources of information on the hospitality industry, such as: ☐ Yes ☐ No


Developers of codes of conduct or ethics
Discussions with experienced industry personnel
Industry accreditation operators
Industry associations and organisations
Industry journals, reference books and seminars
Libraries and media
Networking with colleagues and suppliers
Personal observations and experience
Plain English documents, issued by government regulators, that describe
laws relevant to the hospitality industry
Training courses
Unions

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 13
Apply knowledge of structure of the hospitality industry and its different ☐ Yes ☐ No
sectors, including:
Key characteristics
Main functions
Features and services of businesses within the local and regional industry
Business relationships between different sectors
Apply information of relevance to the hospitality industry, including: ☐ Yes ☐ No
Economic and social significance of the hospitality industry
Career opportunities within the industry
Roles and general responsibilities for different jobs in the industry
Apply key ways that information is used to enhance the quality of work ☐ Yes ☐ No
performance, including:
Improving skills and productivity
Producing food items to meet current market trends and customer
expectations
Providing quality hospitality service
Suggesting new and improved ways of doing things
Working effectively with:
Other sectors of the hospitality industry
Suppliers
Apply working abilities according to: ☐ Yes ☐ No
Ethical industry practices
Legal requirements for self and the organisation
Apply key characteristics and main functions of allied and related industries ☐ Yes ☐ No

Apply primary functions of: ☐ Yes ☐ No


Major cross-industry and sector-specific industry associations especially
those with which the business has a relationship
Trade unions in the industry
Apply basic aspects of ethical issues specifically relevant to the hospitality ☐ Yes ☐ No
industry

Apply basic aspects of hospitality industry quality assurance processes: ☐ Yes ☐ No


Industry accreditation schemes
Codes of conduct or ethics
Industry association membership
Occupational licensing
Reasons for participation and impacts of non-compliance
Roles and responsibilities of individual staff members when participating in
schemes
Apply basic aspects of state, territory and commonwealth laws specifically ☐ Yes ☐ No
relevant to the hospitality industry and actions that must be adhered to by
hospitality businesses:
Food safety
Responsible service of alcohol
Responsible conduct of gaming
Local community protection that must be met by hospitality industry
operators when delivering services and requirements to maintain the lifestyle
of neighbouring residents
Assessment tasks SITXINV003, Purchase Goods
Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 14
Apply basic aspects of industrial relations: ☐ Yes ☐ No
Award provisions
Equal employment opportunity (EEO) law
Rights of employees and responsibilities of employers to make merit-based
employment decisions
Apply current and emerging technology used in the hospitality industry, such ☐ Yes ☐ No
as:
Catering systems
Applications for electronic devices and computers
Computer-aided despatch systems
Food production systems
Industry online booking systems
Industry reservations, operations and financial and tracking systems
Project management systems
Social media sites.

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 15
Assessment instructions

There are 3 parts to this assessment task

Part 1 Industry research and information Sources

For this assessment you are to demonstrate your ability to purchase goods in a tourism,
travel hospitality or event business you may do this in a workplace or simulated environment.

During this assessment you will be observed performing the following tasks:

 Determining and confirming purchasing requirements

You need to show me evidence of the above in detail in paragraph form

 Assessing the supplier’s capacity

Paragraph of how you would do the above topic

 Making purchasing arrangements

Paragraph of what you would consider on making the above topic

 Following organisational requirements

What you would think about following the above when ordering

In order to perform the above tasks, you will need access to:

 A diverse and comprehensive range of supply items that can be assessed for
quality and suitability

Write here a small list of products various products that you could purchase from your
supplier Use the list below

 Operational workplace specifications to determine:

o Details of supplier contracts

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 16
Write here what details would be inclusive within a supplier and business contract of
the good being purchased

o Job costings

Write detailed paragraph of the job costings relevant to your purchase of products
required for you to use

And present 1 example:

 Current commercial stock control procedures and documentation

What stock control procedures you would follow when ordering and keeping stock
within the business?

What documentation would you use to keep track of the stock of what was purchased
and used?

1. Determine and confirm purchasing requirements

For this part of your assessment you will need to be observed:

a. Discussing end product requirements or customer specifications including:


i. Numbers
ii. Special requests
b. Checking and assessing quality of stock on hand
c. Maximising use of suitable stock
d. Calculating required quantity of goods
e. Determining price limitations
f. Creating purchase lists

You need to write here how you would do all the above from a – f refer to learner guide or
google

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 17
Each of the above will need to be done for at least 6 of the following types of goods:

 Alcoholic or non-alcoholic beverages

 Cleaning agents and chemicals

 Customer travel products:

o Luggage labels

o Travel bags

o Travel wallets

o Tickets

o Vouchers

 Event supplies

 Food:

o Dairy products

o Dry goods

o Fresh goods

o Frozen goods

o Fruit or vegetables

o Meat, poultry or seafood


 Fuel:

o Aircraft

o Coaches

o Hire cars

o Vessels

 General stores

 Housekeeping supplies
Assessment tasks SITXINV003, Purchase Goods
Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 18
 Linen

 Merchandise

 Uniforms

2. Assessing the supplier’s capacity

For this part of the assessment you will be observed assessing the capacity of at least 2
suppliers different to meet the following expectations on each item:

Research 2 suppliers which supply products within the hospitality industry. Tell me how they
meet your expectation in the following? Showing me the comparison between the two
suppliers

a. Price
b. Quality
c. Delivery

You can do this by:

d. Sourcing and reviewing potential suppliers

How would you find potential suppliers? How would you review the fact that you
have chosen the best supplier to meet your needs?

e. Informing the supplier of any requirements and specifications that you have
previously determined

f. Confirming with the supplier the availability of supply

g. Discussing the costs with the supplier and negotiate costs

h. Seeking assistance and referring complex supply issues

3. Making purchase arrangements


Assessment tasks SITXINV003, Purchase Goods
Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 19
Once you have assessed the supplier’s capacity to meet expectations you will then be
observed making purchasing arrangements. This will involve:

a. Selecting the supplier and purchase goods based on:


i. Price
ii. Availability
iii. Quality
b. Arranging for the goods to be ordered

Select from above suppliers compared which supplier you are going to order your
products and explain how you have arranged for your goods to be ordered

These tasks must be done whilst following organisational policies, procedures and
requirements relating to:

c. Ordering procedures
d. Supplier selection procedures
e. Documentation procedures
f. Any other procedures that the organisation has in relation to stock ordering.

Part 2 Share your knowledge

Once you have written your report you will then need to share the information that you have
researched and reported on with your team (assessor and other students).

You need to present a 5 – 10 minute summary of the information that you have obtained in
part 1 and where you obtained the information

Present the 5 – 10 minute summary to your class. You can use presentation/visual aids to
assist you with your summary

Here you need to do a PP (Purchasing Goods) title of your PP


presentation on your report. 1-6 slides for your presentation
and you also need to do a summary of each slide

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 20
Part 3 Discuss improvements

Once you have shared your knowledge, you will then need to discuss and identify ways in
which you could integrate this industry information into daily work activities to enhance the
quality of work performance of yourself and other employees. This does not need to be for a
specific workplace and can be general in nature, however, it must be relating to the
hospitality industry.

Summarise the points to the discussion made by the participants in the tale below: (record at
least 5 points raised for discussion)

Summary of discussion points

1. How could we share with others in the workplace the correct way of ordering
products?

2. If there is no Manager around to authorise negotiated purchase price of goods who


would be able to do this?

3. What other types of documentation would be best used for the purpose of
monitoring purchased products?

4. What methods of negotiating costs of goods could be best doing being done
between supplier and business?

5. When receiving perishable items what needs to be followed as a rule every time
new stock comes in?

Your assessor will be observing you complete Part 2 and 3 and will use the assessor
observation checklist (appendix 1) to mark this section

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 21
Appendix 1 – Assessor observation checklist

This checklist is to be used when assessing the students in the associated task.

Student Name:

Student ID No:

Note: students must receive a yes for each criteria to receive a satisfactory outcome for this
section

Observation Criteria – when performing this S NS comments


task
Part 2 Presentation – share your knowledge
Did the student clearly identify the subject matter ☐ ☐
, and the audience
Did the student summarise the following
research points in their presentation ☐ ☐
a. Current and emerging products and services
b. Current issues in the hospitality industry
c. Career opportunities in your area
☐ ☐
d. Relationship between other related industries
e. Common compliance issues and quality
assurance ☐ ☐
f. New products, technology, techniques and
services
g. Work ethic required to work in the industry
Did the student prepare there summary and
present in 5 – 10 minutes
Did the student have an opening, body and
summary to allow a discussion after the
presentation
Part 3 – discussion improvements- after the presentation
Did the student discuss with the participants ☐ ☐
present ways in which they could integrate this
industry information into daily work activities to
enhance the quality of work performance of ☐ ☐
yourself and other employees
Did the student note the discussion points and
note at least 5 discussion points in the space
provided in this assessment
Assessor Assessor
Date
name signature

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 22
Record of Task 2

Learner details

Assessor details

Name :

Name:

Unit Code: SITXINV003

Unit Name: Purchase goods

Site: Morphetville Rascource

Kitchen and store room

Date:

Record of assessment results (please tick appropriate box)

Assessment activity

Satisfactory

Date

More evidence

Date

Task 2– Research report/observation – report for part 1 Industry research and information
Sources

Task 2– Research report/observation - Part 2 presentation summary -Share your knowledge


(5 -10 minute presentation outline or PowerPoint slides)

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 23

Task 2 – Task 2– Research report/observation – - Part 2 Share your knowledge and part 3
discussion improvements – assessor observation checklist (appendix 1)

Task 2– Research report/observation –record of 5 discussion points in the table provided as


part of part 3 – table located on page 6

Context detail.

Assessor to record

Attempts -

Attempt 1

/ /

attempt 2

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 24
/ /

Attempt 3

/ /

Appeals

If you receive a Not Satisfactory assessment result you have the right to appeal. You have
two assessment attempts. After the second attempt arrangements for payment will be made
for reassessment purposes

Assessor Feedback to learner: The assessor must write full feedback to the learner that is
constructive and not generic

Assessor name

Assessor signature

Date

Student declaration - I hereby certify that this assessment is my own work, based on my
personal study and/or research. I have acknowledged all material and resources used in the
presentation of this assessment whether they are books, articles, reports, internet searched
or any other document or personal communication. I also certify that the assessment has not
Assessment tasks SITXINV003, Purchase Goods
Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 25
previously been submitted for assessment in any other subject or any other time in the same
subject and that I have not copied in part or whole or otherwise plagiarised the work of other
learning and/or other persons
I confirm that I understand that I must complete this assessment on my own. I confirm that I
will not cheat or plagiarise, or copy from another student during the completion of this
assessment.

Name:

Signature:

Date:15/10/20

Reasonable Adjustment (if applicable) explain why reasonable adjustment has been applied
and the tasks it was applied to:

Assessor Intervention (if applicable) - did you need to assist the student in this assessment.
If so please explain:

Oral Assessment ☐Written Assessment ☐


Comments:

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 26
Student Instructions

 This assessment will be undertaken in the classroom.


 This is an open book written assessment
 Time allocated: 2 hours.
 Please print / write legibly
 Make sure you answer all questions
 Black or blue pen is required to complete this assessment.
 Return your assessment by the date set by your assessor
 Do not plagiarise. Plagiarism is considered cheating. Please refer below for our policy in
regards to cheating
 Reasonable adjustment: If you require any adjustments to accommodate a need in order to
complete this assessment, please talk to your assessor. Arrangements will be put in place
to ensure a fair and flexible approach is undertaken for this assessment. Please note that
the range or nature of the adjustment will ensure that the outcomes of the unit are not
compromised.
 Feedback: Your assessor will provide feedback to students after the completion of the
assessment. The trainer assessor will explain the appeals process.
 Re-assessment: If you do not achieve the required standard, you will be given the
opportunity to be re-assessed by our Assessor. Arrangements will be made on an
individual basis.

1 Discuss end product requirements and provide an example?

☐ S ☐ NS
Result

2 Discuss quantity of stock?

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 27
☐ S ☐ NS
Result -

3 Discuss quality of stock?

☐ S ☐ NS
Result -

4 List 4 ways to maximise use of suitable stock and avoid wastage?

☐ S ☐ NS
Result -

5 What is forecasting?

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 28
☐ S ☐ NS
Result -

6 How do you use forecasting methods to calculate required quantity of goods?

☐ S ☐ NS
Result -

7 What are price limitations?

☐ S ☐ NS
Result -

8 Describe 5 things that would need to be placed on a purchase list?

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 29
☐ S ☐ NS
Result -

9 Identify the ways you can source suppliers?

☐ S ☐ NS
Result -

10 Explain how you would inform a supplier of requirements and specifications of


an order?

☐ S ☐ NS
Assessment tasks SITXINV003, Purchase Goods
Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 30
Result -

11 List the ways you can confirm availability of supply to meet production
requirements?

☐ S ☐ NS
Result -

12 What can you do to ensure you negotiate the best cost for the business?

☐ S ☐ NS
Result -

13 Identify possible supply issues that should be referred to a higher level staff
member?

☐ S ☐ NS

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 31
Result -

14 Discuss how you would assess a supplier’s capacity to meet price?

☐ S ☐ NS
Result -

15 Discuss how you would assess a supplier’s capacity to meet quality?

☐ S ☐ NS
Result -

16 Discuss how you would assess a supplier’s capacity to meet delivery


expectations?

☐ S ☐ NS

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 32
Result -

17 Discuss how you would complete an assessment of quality of goods from


supplier?

☐ S ☐ NS
Result -

18 What should you select supplier and purchase goods based upon?

☐ S ☐ NS
Result -

19 What should you do if you are unsure about making any financial decisions or
completing something that is not part of your responsibility?

☐ S ☐ NS
Assessment tasks SITXINV003, Purchase Goods
Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 33
Result -

20 List at least 4 reasons why you must keep accurate purchase records?

☐ S ☐ NS
Result -

21 Provide 4 examples of job costings inclusions that could lead to price


limitations?

☐ S ☐ NS

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 34
Result -

22 Describe individual stock ordering responsibilities?

☐ S ☐ NS
Result -

Record of Task 3

Learner details Assessor details


Name : Name:

Unit Code: SITXINV003 Unit Name: Purchase goods


Site: Date:

Record of assessment results (please tick appropriate box)


Assessment activity Satisfactory Date More Date
evidence
Task 3 – Written questions ☐ ☐
Context
detail.
Assessor to
record

Attempts - Attempt / / attempt 2 / / Attempt 3 / /


1

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 35
Appeals If you receive a Not Satisfactory assessment result you have the right to
appeal. You have two assessment attempts. After the second attempt
arrangements for payment will be made for reassessment purposes

Assessor Feedback to
learner: The assessor
must write full
feedback to the
learner that is
constructive and not
generic

Assessor Assessor Date


name signature

Student declaration - I hereby certify that this assessment is my own work, based on my
personal study and/or research. I have acknowledged all material and resources used in the
presentation of this assessment whether they are books, articles, reports, internet searched or
any other document or personal communication. I also certify that the assessment has not
previously been submitted for assessment in any other subject or any other time in the same
subject and that I have not copied in part or whole or otherwise plagiarised the work of other
learning and/or other persons
I confirm that I understand that I must complete this assessment on my own. I confirm that I will
not cheat or plagiarise, or copy from another student during the completion of this assessment.

Name: Signature: Date:

Reasonable Adjustment (if applicable) explain why reasonable adjustment has been applied and
the tasks it was applied to:

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 36
Assessor Intervention (if applicable) - did you need to assist the student in this assessment. If so
please explain:

Oral Assessment ☐Written Assessment ☐


Comments:

Assessment tasks SITXINV003, Purchase Goods


Wakefield International College Pty Ltd, Address: Level 7 25 Franklin Street, Adelaide SA -5000 Phone: +61 8 7225 4506 Email:
info@wic.sa.edu.au
RTO No: 45503 CRICOS No: 03766G All rights reserved to WIC, Version uncontrolled when printed/downloaded 37

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