Procurement and supply assistant

Overview of the role

The process of procurement or buying low value goods and services.

Details of standard

Occupation summary

This occupation is found in all organisations where goods and/or services need to be sourced and purchased in line with national or international procurement laws, or internal governance processes. This occupation is found in the following sectors;

public sector such as the NHS, the Emergencies Services, Local Authorities, Central Government and the Education Sector.
private sector such as Finance, Construction, Energy, Utilities, Mining, Facilities, Automotive, Manufacturing, Engineering, Pharmaceuticals, Fashion, Food, Hotels, Hospitality, Entertainment and IT.
Third Sector including charities and other not for profit organisations.

The broad purpose of the occupation is the process of procurement or buying low value goods and services. Procurement and supply assistants are vital for the smooth functioning of the procurement and supply department in any organisation. They are often responsible for ensuring data is correctly administered and maintained in accordance with legislation of the organisation’s own procedures. They will use their knowledge of procurement regulations/policies to support the wider procurement team in tasks such as quotation and/or tender response evaluation, supplier database maintenance, purchase order review and conversion, and stakeholder liaison. The individual will also often have purchasing requests and low risk contracts for which they will develop requests, quotes, or obtain prices and delivery. They will provide support in procurement to enable supplier selection, management and supplier closure and undertake a role in the management of supply delivery and quality assurance. Increasingly this occupation requires an awareness of the sustainability impacts of procurement and supply decisions on both upstream supply chain and use of materials, products, or applications over their lifetime. For example, for procurement and supply decisions concerning energy sources need to include the direct and indirect impacts of an occupation’s energy demand and the implementation of measures for reducing greenhouse gas emissions. Procurement and supply decisions about raw material and waste generation will consider the implementation of measures toward retainable resource consumption, whole-life and circular economy thinking.

In their daily work, an employee in this occupation interacts with their procurement teams as well as colleagues from other internal departments such as operational functions, finance, legal, IT, sales and marketing. This role also includes interaction with external stakeholders such as suppliers. This role may involve off site and supplier visits, however it will be mainly office based.

An employee in this occupation will be responsible for:

Contributing to the sourcing of new suppliers using market research for on-going tenders on behalf of the wider team.
Challenging the organisational need for the purchase especially where Corporate Social Responsibility or value for money considerations suggest the procurement can be better channelled through existing assets or an existing contract. This may also include ethical, green or sustainable considerations.
Support and contribution to higher value activities such as construction projects and capital expenditure
Assisting with the monitoring of the commercial benefits and status of procurement projects, for example, spend and trend analysis, cost-benefit analysis saving profile - forecast and actual; and may utilise that information to support procurement decisions, assist with supplier reviews or in developing reports for other parties, such as the Category Manager or Head of Procurement.
Supporting a wide range of procurement processes including the conduct of tenders, with the use of e-tendering tools (e.g. managing supplier correspondence).
Working with management to develop procurement documents (e.g. ITT templates and T&C’s).
Basic understanding of regulations, internal policies and procedures, to educate the wider business areas (helpdesk support) and adopt commercial best practice.
Supporting development of consistent procurement processes and procedures.
Having strong customer focus, commercial acumen and a pro-active approach striving to meet the demands of customers in a timely manner.
Supporting supplier negotiation and help to ensure value for money deals are obtained.
Collating relevant management information to report to the wider procurement team and in preparation for internal/external audits.
Working with internal and external clients to facilitate a wide range of procurement processes.
Ability to set up, facilitate and administer e-tendering and e-evaluation systems, including management of supplier correspondence.
Ensuring all procurement systems and databases are managed, maintained and information cleansed for accurate reporting.
Adhering to corporate operating procedures – (if in public sector governing public procurement, including compliance with the Public Contracts Regulation).
Being responsive to customer enquiries and support contract and supplier management activity across a range of commercial areas.
Building excellent working relationships with peers, colleagues, customers, suppliers and other external stakeholders.
Providing prompt procurement system advice to buyers, across the business, to enable compliance and best practice.
Providing timely returns and accurate statistical data as required ensuring that Commercial data are recorded.

Typical job titles include:

Procurement contracts officer Procurement coordinator Purchasing assistant

Occupation duties

Duty	KSBs
Duty 1 Advise key internal and external stakeholders on the procurement policies and procedures within the organisation.	K1 K2 K3 K5 K10 K11 S1 S5 S6 S7 B2 B3 B4 B5 B7
Duty 2 Supporting the raising of purchase orders for the placement of orders or 'low value'/risk contracts.	K1 K3 K7 K10 K11 K13 K14 S1 S3 S5 S7 S8 S9 S13 S14 S15 B1 B2 B3 B4 B5 B6
Duty 3 Undertake market research and benchmarking through desk top activities and stakeholder engagement in order to assist and inform the wider procurement team in their sourcing process in line with the most appropriate policies on corporate and social responsibilities. This may include researching tenders from ethical, green or sustainable suppliers to take account of a range of key factors beyond immediate cost.	K11 K12 K13 K14 S5 S6 S8 S10 S12 B1 B3 B4 B5 B6 B7
Duty 4 Conduct due diligence in supplier sourcing - undertake the pre-qualification of potential suppliers using appropriate tools, including financial stability, insurance levels, technical capacity, sustainability and recycling ensuring that health and safety policies are in place in line with the relevant organisational policies and responsible procurement considerations and record findings.	K1 K2 K3 K7 K9 K10 K11 K12 K13 K14 S2 S4 S7 S8 S9 S11 S12 B3 B4 B5 B6
Duty 5 Support the Procurement Team in a wide range of procurement activities, to enable best practice, including running e-tendering, e-evaluations and logging information and data appropriately including; maintaining, keeping and reporting up-to-date statistical and other data, all in line with the Public Contract Regulations 2015 (if appropriate) and local/corporate procurement policies.	K1 K2 K4 K5 K6 K7 K9 K11 K12 K13 K14 S2 S3 S4 S5 S6 S7 S9 S10 S11 S12 S14 B1 B2 B3 B4 B5 B6 B7
Duty 6 Analyse quotation responses and assist the team in tender response, evaluating in order to achieve value for money. Assist senior procurement colleagues in implementing new contracts within the organisation.	K2 K3 K8 K9 K13 K14 S2 S5 S6 S7 S8 S9 S12 B2 B3 B4 B5 B6
Duty 7 Investigate and resolve accounts payable and purchase order queries, ensuring that all necessary internal procedures e.g. goods receipting have been carried out.	K1 K7 K9 K10 K13 K14 S2 S3 S7 S13 S15 B1 B3 B4 B5 B6
Duty 8 In line with procurement policies, ensure that procurement documents are filed, records maintained and actions are recorded to enable the team to comply with internal and external audit requirements.	K1 K9 K11 K13 S3 S7 S15 B1 B5 B6
Duty 9 Respond promptly to internal and external queries requests for advice for both Procurement and Supply Chain Management activities, building stakeholder relationships across all areas of the organisation in line with the law and local/corporate policies.	K1 K5 K6 K7 K8 K9 K10 K11 K12 K13 S2 S3 S7 S11 S15 B1 B2 B6 B7
Duty 10 Develop and maintain relationships with internal and external stakeholders and suppliers. Provide in your first line response to procurement-related queries.	K1 K2 K5 K10 K14 S2 S3 S4 S5 S7 B1 B2 B3 B4 B5 B6
Duty 11 Identify and monitor the demand for goods and services, including historic and future demand/trends and ensuring that deliveries of goods and services meet the organisation needs.	K1 K2 K3 K4 K5 K9 K11 K13 K14 S1 S2 S4 S7 S8 S10 S13 S14 S15 B2 B3 B5 B6
Duty 12 Contribute to the procurement decision making processes ensuring that they meet both value for money and environmental and supply chain requirements.	K1 K2 K3 K5 K11 K13 K14 S6 S11 S12 S16 B2 B3 B5 B6
Duty 13 Contribute to the negotiations for a contract or mini competition between stakeholder and suppliers showing the 4 processes of negotiation (Preparation, opening, bargaining and closure).	K1 K2 K3 K8 K11 K12 K13 K14 K15 S6 S12 S14 S16 S17 B2 B3 B5 B6 B7

KSBs

Knowledge

K1: The role of Procurement within the organisation and the relevant organisational procurement regulations, policies and processes which must be followed,such as, procedures for obtaining quotes and tenders, purchase order processing and purchase to pay. Back to Duty

K2: Value for money concepts including the balancing of quality, price and sustainable considerations or most economically advantageous tender (meat), whole lifecycle costing, 5 rights of procurement and added value opportunities. Back to Duty

K3: Supplier approval process and the importance of due diligence checks including legal entity checks, financial appraisal, quality checks and relevant sector approvals, certification and policies. Back to Duty

K4: Demand and spend management, analysis and forecasting techniques including quantitative methods such as historical usage, spend and trend analysis, inventory records and re-order levels or qualitative techniques based on stakeholders estimates using internal databases and spreadsheets. Back to Duty

K5: The importance of developing and managing key stakeholder relationships such as the internal customer and supplier and the need for prompt and effective communication to support efficient and effective procurement. Back to Duty

K6: The need for accurate specifications of requirements which reflect the organisations needs and provides equality of opportunity for suppliers when providing quotes and tenders. Back to Duty

K7: Levels of authority and autonomy both for self and other internal stakeholders and how that relates to the relevant procurement procedure and when issues should be escalated to senior procurement colleagues. Back to Duty

K8: Development and evaluation of requests for quotes and tenders and use of appropriate terms, conditions and templates Back to Duty

K9: The importance of maintaining accurate records and files for procurement in line with organisational and regulatory requirements and for audit purposes. Back to Duty

K10: Effective and appropriate communication methods according to organisational requirements, service level agreements and the degree of risk involved and appropriate to the task required e.g. expediting supplies, resolving invoice queries and supplier review meetings. Back to Duty

K11: Responsible procurement practices, in making procurement decisions, consideration of the impact of those decisions during the full procurement process on the environment (the circumstances, objects, or conditions by which they operate in) and social (people or groups they work with) elements across the supply chain. This may include the sustainability impacts of procurement and supply decisions on both upstream supply chain and the use of materials, products or applications over the lifetime. Back to Duty

K12: Research methods for Procurement including market, supplier and sector research which may include subscription databases, market reports, internet research, trade bodies, press and events, use of market 'experts', supplier engagement events etc. Back to Duty

K13: The legal and regulatory environment effecting procurement, including the supply of goods and services act and/or public contract regulations. Back to Duty

K14: Awareness of the organisation's contractual obligations towards suppliers e.g. payment terms Back to Duty

K15: Understand the 4 processes of negotiation (preparation, opening, bargaining and closure). Back to Duty

Skills

S1: Monitor and order products, stock, equipment and services at appropriate times using the appropriate procurement method. Back to Duty

S2: Communicate to procurement's internal stakeholders, suppliers and other stakeholders in order to develop effective relationships and networks Back to Duty

S3: Create, maintain and amend purchase order and contract records. Back to Duty

S4: Interpret, evaluate and compare procurement information such as historical spend and usage using databases and spreadsheets. Back to Duty

S5: Present findings and data in all formats e.g. mathematically, written and oral. Back to Duty

S6: Determine value for money (VFM) and added value through the use of Total Cost of Ownership during the evaluation process, and apply the most economically advantageous tender (MEAT) criteria to the evaluation of quotes and tenders to support the recommendation at award. This may include the inclusion of green, low carbon, sustainability, and ethical criteria. Back to Duty

S7: Utilise relevant Procurement computer systems or internal databases. Back to Duty

S8: Select the supplier of the most appropriate products and services for purchases within their remit and place purchase order. Back to Duty

S9: Undertake appraisal of adhoc and low spend suppliers including setting them up on the purchasing system. Back to Duty

S10: Effectively research and analyse demand, spend, trends, potential suppliers and industries utilising qualitative and quantitative methods. Back to Duty

S11: Develop specifications of requirements and requests for quotes/tenders in line with organisational requirements. Back to Duty

S12: Apply considerations of responsible procurement in evaluating potential suppliers, quotes and tenders. Back to Duty

S13: Investigate and resolve purchase order, delivery and invoice queries. Back to Duty

S14: Own low risk value projects such as supply contracts for stationery, personal protective equipment (PPE) or other consumables, and contribute to higher risk activities such as contracts for building services or machinery, and track, log, expedite and review outstanding orders and stock availability where applicable. Back to Duty

S15: Maintain knowledge on all open orders and their status' and provide assistance to all purchasing staff e.g. expediting and feeding information back to the relevant stakeholders. Back to Duty

S16: Able to consider the impact of the decision making process when interacting with the supply chain. Back to Duty

S17: Able to support the contract negotiations and mini competitions with suppliers. Back to Duty

Behaviours

B1: Be open to change, amend working practices in response to changes in process with a positive attitude. Back to Duty

B2: Establish strong relationships with internal and external stakeholders Back to Duty

B3: Be open, honest, respectful and reliable.. Back to Duty

B4: Be enthusiastic and passionate when adhering to company values and engaging in your personal development Back to Duty

B5: Be attentive to the detail in any procurement and negotiation activity. Back to Duty

B6: Be professional, impartial and unbiased in your communication, advice and recommendations to procurement stakeholders or colleagues. Back to Duty

B7: Be self-motivated to develop and learn. Back to Duty

Qualifications

English and Maths

Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-Point Assessment. For those with an education, health and care plan or a legacy statement, the apprenticeship’s English and maths minimum requirement is Entry Level 3. A British Sign Language (BSL) qualification is an alternative to the English qualification for those whose primary language is BSL.

Other mandatory qualifications

High Level Qualification
Advanced Certificate in Procurement and Supply Operations Level: 3

High Level Qualification

Advanced Certificate in Procurement and Supply Operations

Level: 3

Professional recognition

This standard aligns with the following professional recognition:

Chartered Institute Procurement & Supply for N/A

Additional details

Occupational Level:

Duration (months):

Review

this apprenticeship will be reviewed in accordance with our change request policy.

End-point assessment (EPA plan)

Rigorous robust and independent assessment undertaken by an apprentice at the end of training to test that the apprentice can perform in the occupation they have been trained in and can demonstrate the duties, and knowledge, skills and behaviours (KSBs) set out in the occupational standard

End-point assessment organisation (EPAO)

An organisation approved to deliver end-point assessment for a particular apprenticeship standard. EPAOs must be on the register of end-point assessment organisations

Holistic or synoptic

Assessment of an apprentice’s knowledge, skills and behaviours in an integrated way i.e. assessing several KSBs at the same time

Knowledge, skills and behaviours (KSB)

What is needed to competently undertake the duties required for an occupational standard

Valid

Referred to in relation to assessment methods; fit for purpose

Change request policy

Most changes to an apprenticeship are made as a result of a holistic review of it. We prioritise the need for such reviews based on a range of factors. These include:

the time since the apprenticeship was developed or last reviewed (taking account of its typical duration)
the existence of any known problems with it (e.g. lower than expected starts, low achievement rate, high withdrawal rate, any issues with the availability of training or end-point assessment provision)
whether the apprenticeship is currently subject to a dispensation
the relative significance of the apprenticeship based on how many users it has

The availability of an employer group to support a review and its potential impact on any related technical education product also inform the timing of a review.

Details of apprenticeships that are currently being revised or adjusted are available in our revisions and adjustments status report.

Status: Approved for delivery (available for starts)

Level: 3

Reference: ST0810

Version: 1.0

Date updated: 31/05/2022

Approved for delivery: 24 August 2020

Route: Sales, marketing and procurement

Typical duration to gateway: 18 months (this does not include EPA period)

Maximum funding: £6000

LARS Code: 590

EQA Provider: Ofqual

Procurement and supply assistant assessment plan

File size: 385.2 KB

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Employers involved in creating the standard: Homerton Hospital, Hounslow BC, SIG UK Training, PHE, G4S, Macfarlane packaging , Basildon & Thurrock University Hospitals NHS Foundation Trust, Charities Aid Foundation, Skanska UK Plc , Gather&Gather , North Eastern UPC, Lambeth BC, St Helens, NHS St Georges, AGGREGATE INDUSTRIES UK LIMITED, NHS PSD North West, North West Skills Development Network, Health Education England, ABA Procurement, London Procurement Partnership, CPD at London Metropolitan University, EDA Recruitment, SR Supply Chain Consultants Ltd

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Version log

Version	Change detail	Earliest start date	Latest start date
1.0	Approved for delivery	24/08/2020	Not set

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