NOS. Supply Chain Management Occupational Standards

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1 NOS National Supply Chain Management Occupational Standards

2 Contents Unit Supply Chain Management National Occupational Standards - Technical T1 Maintain operational relationships within the supply chain T2 Analyse information on the supply chain T3 Apply improvements to the supply chain 07 T4 Monitor the achievement of project tasks 08 T5 Control supplies at storage locations and facilities 09 T6 Complete export procedures and requirements 10 T7 Complete import procedures and requirements 11 T8 Administer contracts 12 T9 Analyse information on the procurement of supplies in the supply chain 13 T10 Verify the capability of suppliers to meet supply specifications 14 T11 Analyse the performance of suppliers 15 T12 Identify potential suppliers for the supply chain 16 T13 Place orders with suppliers 17 T14 Monitor and progress the delivery of orders 18 T15 Monitor the flow of supplies in the supply chain 19 T16 Obtain information on storage locations and facilities 20 T17 Obtain information on distribution requirements 21 T18 Monitor the distribution of supplies 22 T19 Monitor the flow of returned supplies 23 T20 Monitor the transportation of supplies 24 T21 Contribute to operational relationships within the supply chain 25 T22 Obtain information on the supply chain 26 KT Application of knowledge - Technical Units 27 Unit Management M1 Develop operational relationships within the supply chain 28 M2 Evaluate information on the supply chain 29 M3 Propose improvements to the supply chain 30 M4 Introduce improvements to the supply chain 31 M5 Plan projects to develop the supply chain 32 M6 Manage projects to develop the supply chain 33 M7 Negotiate for supplies 34 M8 Contract with other organisations 35 M9 Review the outcomes of contracts 36 M10 Evaluate information on the procurement of supplies in the supply chain 37 M11 Select suppliers for the supply chain 38 M12 Produce specifications for supplies 39 M13 Evaluate the capability of suppliers to meet supply specifications 40 M14 Schedule and approve the placing of orders 41 M15 Evaluate the performance of suppliers 42 M16 Schedule the flow of supplies in the supply chain 43 M17 Specify the requirements for the storage of supplies 44 M18 Select locations and facilities for storing supplies 45 M19 Evaluate information on the storage of supplies 46 M20 Specify the requirements for the distribution of supplies 47 Contents continue on the next page

3 M21 Select distribution methods for supplies 48 M22 Schedule the distribution of supplies 49 M23 Select methods to receive returned supplies 50 M24 Select transportation methods for supplies 51 M25 Schedule the transportation of supplies 52 M26 Select methods for exporting supplies 53 M27 Select methods for importing supplies 54 KM Application of knowledge - Management Units 55 Unit Strategy S1 Develop a supply chain strategy for the organisation 56 S2 Establish strategic relationships within the supply chain 57 S3 Improve the performance of the supply chain 58 S4 Commission projects to develop the supply chain 59 S5 Plan the flow of supplies through the supply chain 60 S6 Plan the procurement of supplies 61 S7 Plan the storage of supplies in the supply chain 62 S8 Plan the distribution of supplies 63 S9 Plan the transportation of supplies 64 S10 Plan the export and import of supplies 65 KS Application of knowledge - Strategy Units 66

4 Supply Chain Management National Occupational Standards 1 Supply Chain Management National Occupational Standards About the SCM occupational standards This suite of Supply Chain Management National Occupational Standards is one of the many suites of such NOS, each covering a specific occupation in the UK. A feature of all suites of NOS is that they are developed and maintained by sector experts in each industry. The Supply Chain Management standards were developed by a group of supply chain and logistics industry experts and are now managed by the Supply Chain Management NOS Board which comprises: The Chartered Institute of Purchasing & Supply (CIPS) The Chartered Institute of Logistics & Transport in the UK, (CILT(UK)) Skills for Logistics The SCM NOS Management Board is responsible for ensuring that the standards are kept up to date with changing industry practice and are used appropriately by those developing qualifications. About National Occupational Standards If you are new to NOS, the paragraphs below give some more information about what NOS are and how to use them most effectively in workforce planning and development. National Occupational Standards (NOS) define the competences which apply to job roles or occupations. These take the form of statements of performance, knowledge and the evidence required to confirm competenc They cover the key activities undertaken within the occupation in question, under typical workplace circumstances the job holder is likely to encounter. They can therefore be used to: describe good practice in particular areas of work set out a statement of competence which bring together the skills, knowledge and understanding necessary to do the work provide managers with a tool for a wide variety of workforce management and quality control offer a framework for training and development form the basis of nationally recognised and accredited qualifications; for example the Supply Chain Management National Vocational Qualifications (NVQs) and Scottish Vocational Qualifications (SVQs) Using National Occupational Standards NOS can be used by both employers and employees as a way to explain and understand what a job is about and the knowledge and skills needed to carry it out successfully. Set out below are just some examples of the many ways NOS can be use

5 Supply Chain Management National Occupational Standards 2 1. Employers and businesses Employers use Occupational Standards (NOS) to assist with a range of activities in the workplace: a) Business Planning Managers use NOS to: describe the skills they need in their workforce assess the skills already in the workforce develop training and recruitment plans to fill any gaps and shortages. form the basis of job descriptions b) Staff Development NOS contain descriptions of good practice and are used as the basis for setting objectives in performance and appraisal. c) Developing and Evaluating Training Training plans and training courses can be developed to meet both organisational and individual learning needs. NOS can be used to inform the content of training as they specify in detail what constitutes good practic They can also be used to evaluate training by defining the expected outcomes. d) Benchmarking The NOS provide an excellent basis from which to develop bench marking exercises either internally or to compare with other similar organisations. 2. Employees and Individuals Individuals and employees use Occupational Standards (NOS) to improve their own career development in the following ways: a) Self Assessment Employees use NOS to undertake a self-assessment of their competences against their own or other jobs. This can be helpful for someone considering a career move or simply for their own professional development. b) Professional development and career development Individuals and employees use NOS as: a foundation for continual professional development and associated career development a base point for qualifications that relate to work needs c) Motivation to learn Individuals and employees use NOS to: motivate them to learn and develop new and existing skills help them develop their own knowledge and skills, improve their own performance and to gain credit for their achievements d) Job satisfaction Individuals and employees use NOS to achieve greater job satisfaction through improved personal achievement.

6 Supply Chain Management National Occupational Standards 3 The Supply Chain Management National Occupational Standards The remainder of this document contains the SCM NOS themselves. These were first approved by the UK regulatory authorities in July 20. The Standards follow the format required by the UK regulatory bodies and the notes below provide guidance to those using the standards. Levels of units The units of competence have been designed for use at three main levels of competenc This has important implications for the way units are used when developing qualifications and also helps employers and employees relate their job role/s to the most appropriate units. Technical Level: units coded with a T, Unit T1 Maintain operational relationships within the supply chain. These units are designed for supply chain practitioners who provide mainly technical or support roles within the supply chain. It is recommended that these technical level units are used only in NVQ or SVQ Level 3 and 2 qualifications. Management Level: units coded with an M, Unit M1 Develop operational relationships within the supply chain. These units are designed for supply chain practitioners who are managers or specialists, providing management roles within the supply chain. It is recommended that these management level units are used only in NVQ or SVQ Level 4 qualifications. Strategic Level: units coded with an S, Unit S1 Develop a supply chain strategy for the organisation. These units are designed for supply chain practitioners who are senior managers or senior specialists, providing strategic leadership roles within the supply chain. It is recommended that these strategic units are used only in NVQ or SVQ Level 5 qualifications.

7 Supply Chain Management National Occupational Standards 4 Definitions of key words used in the standards Throughout the standards, a number of key words are use These have a specific and consistent definition across all the standards. This particularly ensures that any use of the NOS for assessment is appropriate and fair. Colleagues Contracts (noun) Organisation Resources Stakeholders Supplies Supply chain management any people who are directly employed or under contract by the same organisation. usually comprise of formal legally binding agreements, but can be informal agreements: both can be enforced through civil law. any type of private or public body, a private limited company or a local government body, regardless of siz Because of the complexity of ownership and control systems, each person will have to decide what their organisation is. the facilities, equipment, materials, and finances that are required to sustain the supply chain. all organisations or individuals who have a vested interest in the organisation. any combination of goods or services that are procured, delivered, or stored in the supply chain. covers the application of procurement, purchasing and supply, logistics, transport, and operations management, within and between international boundaries. Assessment Strategy If the supply chain management units are incorporated into NVQs or SVQs, the Assessment Strategy which was approved with the NOS must be implemente This document accompanies the Standards. Key Skills and Core Skills If the NOS are being used in a wider training or development programme, it is often necessary to show how the units relate to the generic national qualifications for literacy, numeracy and other supporting skills such as communication. At the time the units were developed they were mapped against the current Key Skills (England and Wales) and Core Skills (Scotland). The key skills and core skills that are relevant to the supply chain management units have been, and this information is available in a separate document.

8 Supply Chain Management National Occupational Standards 5 T1 Maintain operational relationships within the supply chain This unit deals with the maintenance and improvement of relationships within the supply chain. It looks at options to improve communications and supply chain processes and how to develop and share these ideas with relevant colleagues to ensure maximum benefit. In addition, the unit considers the importance of monitoring relationships, communications and process effectiveness, and the need to address problems promptly to maintain the performance of the supply chain. Maintain and improve current operational relationships within the supply chain communications are maintained and improved options to improve supply chain processes are clearly Recommend opportunities to develop operational relationships within the supply chain operational relationships could potentially benefit the supply chain information on opportunities is provided to all relevant colleagues Identify problems with supply chain relationships problems are clearly as soon as possible colleagues are informed of problems according to organisational procedures Ensure operational relationships are suitable for maintaining the performance of the supply chain supply chain processes are monitored regularly operational relationships are conducted in ways that are mutually beneficial Go to: Application of knowledge (page 27 )

9 Supply Chain Management National Occupational Standards 6 T2 Analyse information on the supply chain This unit is about using data analysis to identify and make recommendations for potential improvements within the supply chain. It requires a clear purpose for the analysis, careful collection and preparation of relevant data and a clear set of results, which should highlight any problem areas. The unit also deals with the importance of presenting the results of the analysis to colleagues in an appropriate format so that key findings are immediately clear. Specify the purpose of the analysis confirmation is obtained from appropriate colleagues Collate and prepare data for the analysis suitable sources of data are accessed relevant data for the analysis are sorted and collated Analyse data on the organisation s supply chain appropriate analysis methods and procedures are used results are discussed with all relevant colleagues Use analysis procedures and techniques that are appropriate to the information required results are provided according to agreed schedules key findings are clearly Identify any problems with the supply chain problems are clearly as soon as possible colleagues are informed of problems according to organisational procedures Provide the results of the analysis to colleagues information is provided to all relevant colleagues Go to: Application of knowledge (page 27 )

10 Supply Chain Management National Occupational Standards 7 T3 Apply improvements to the supply chain The main purpose of this unit is to illustrate the potential to add value by improving a process, service or activity. It looks at collating and analysing information, drawing up results and the need to discuss findings with colleagues to verify their usefulness before any implementation decisions are taken. The unit also considers any impact that may arise from applying the improvements and the importance of sharing this information with all relevant stakeholders. Obtain information on the improvements being introduced to the supply chain information is obtained from the appropriate colleagues Apply improvements to the supply chain according to the implementation plan plans are implemented wherever possible colleagues are consulted on their views Comply with procedures for monitoring the supply chain supply chain management systems are used legal and organisational requirements are complied with Collate and prepare data on the impact of improvements to the supply chain suitable sources of data are accessed relevant data for the analysis are sorted and collated Analyse data on the impact of improvements to the supply chain appropriate analysis methods and procedures are used results are discussed with all relevant colleagues Identify problems relating to the application of the improvements to the supply chain k. problems are clearly as soon as possible colleagues are informed of problems according to organisational procedures 07 Provide feedback on the application of the improvements to the supply chain l. information is provided to all relevant colleagues m. issues that have an impact on the organisation s effectiveness are clearly expressed Go to: Application of knowledge (page 27 )

11 Supply Chain Management National Occupational Standards 8 T4 Monitor the achievement of project tasks This unit looks at the project tasks and the need for them to be monitored effectively so that any problems are and addressed promptly to avoid the overall outcome being jeopardise It covers information requirements and the importance of this being passed efficiently between the relevant colleagues according to organisational procedures. Clarify information on the requirements of the clarification is obtained from appropriate project colleagues Confirm the project tasks to be achieved colleagues responsible for project tasks are Obtain information from colleagues on the achievement of project tasks and milestones information is obtained from the appropriate colleagues information is relevant to the project being monitored Monitor the achievement of project tasks project tasks are monitored regularly Provide information on the progress of project information is provided to all relevant colleagues tasks Identify any problems in delivering project tasks problems are clearly as soon as possible colleagues are informed of problems according to organisational procedures Go to: Application of knowledge (page 27 )

12 Supply Chain Management National Occupational Standards 9 T5 Control supplies at storage locations and facilities The main purpose of this unit is to consider the storage of supplies. It covers what information is required, the need for the information to be sorted and collated correctly, for supplies to be monitored regularly and for any problems to be and possible resolutions discussed with colleagues promptly. The unit also considers compliance with procedures for controlling the supplies being store Confirm information on the supplies being stored specifications and quality of supplies are clearly quantity and delivery schedules of supplies are clearly Obtain information on the supplies being stored suitable sources of data are accessed information is obtained from the appropriate colleagues Collate and prepare data for the analysis relevant data for the analysis are sorted and collated Analyse information on the storage locations and facilities appropriate analysis methods and procedures are used Monitor the location and condition of the supplies being stored supplies being stored are monitored at regular intervals Identify any problems with the supplies being stored problems are clearly as soon as possible colleagues are informed of problems according to organisational procedures 07 Provide the results of the monitoring to colleagues k. results are discussed with all relevant colleagues results are provided according to agreed schedules 08 Comply with procedures for controlling the supplies being stored l. supply chain management systems are used m. legal and organisational requirements are complied with Go to: Application of knowledge (page 27 )

13 Supply Chain Management National Occupational Standards 10 T6 Complete export procedures and requirements This unit deals with the provision of support for export procedures and looks at the financial, legal and transportation compliance requirements as well as the need for complete export documentation to be made availabl It also highlights the need for monitoring of export procedures so that problems can be shared with the relevant colleagues and resolved promptly. Identify export requirements for the supplies position and movement of supplies is clearly specifications and quality of supplies required is clearly financial, legal, and transportation requirements are clearly Obtain information on the exporting of supplies suitable sources of data are accessed information is obtained from the appropriate colleagues Complete export documentation for the supplies financial and insurance details are finalised customs documentation is completed correctly transportation details are complete Monitor the completion of export procedures export procedures are monitored at all key stages Identify any problems with the export problems are clearly as soon as possible procedures and requirements k. colleagues are informed of problems according to organisational procedures Provide information on the export of supplies l. information is provided to all relevant colleagues m. confidentiality of information is maintained 07 Comply with export procedures and requirements n. o. supply chain management systems are used legal and organisational requirements are complied with Go to: Application of knowledge (page 27 )

14 Supply Chain Management National Occupational Standards 11 T7 Complete import procedures and requirements This unit considers the process of importing supplies and the procedures and requirements that are associated with it. It looks at accessing data, the completion of financial, insurance and financial details and effective information monitorin Finally, the unit highlights the importance of using supply chain management systems and of the need for compliance with legal, regulatory and organisational requirements. Identify import requirements for the supplies position and movement of supplies is clearly specifications and quality of supplies required is clearly financial, legal, and transportation requirements are clearly Obtain information on the importing of supplies suitable sources of data are accessed information is obtained from the appropriate colleagues Complete import documentation for the supplies financial and insurance details are finalised customs documentation is completed correctly transportation details are complete Monitor the completion of import procedures import procedures are monitored at all key stages Identify any problems with the import problems are clearly as soon as possible procedures and requirements k. colleagues are informed of problems according to organisational procedures Provide information on the import of supplies l. information is provided to all relevant colleagues m. confidentiality of information is maintained 07 Comply with import procedures and requirements n. o. supply chain management systems are used legal and organisational requirements are complied with Go to: Application of knowledge (page 27 )

15 Supply Chain Management National Occupational Standards 12 T8 Administer contracts The main purpose of this unit is to illustrate the key considerations for managing contracts. It looks at obtaining authorisation to administer the contracts, the need for analysing and exchanging information on contract outcomes with appropriate colleagues and the express need for confidentiality at all times. The unit also deals with the importance of compliance with organisational, legal and regulatory requirements. Obtain authorisations to administer the contracts the authorisation of appropriate colleagues is obtained Obtain and clarify instructions and information required to negotiate contracts information is obtained from the appropriate colleagues clarification is obtained from appropriate colleagues Provide documents specified in the contract all pages and parts of the contract are compiled correctly Analyse information on contract outcomes relevant data for the analysis are sorted and collated appropriate analysis methods and procedures are used Identify any problems relating to the content and outcomes of contracts problems are clearly as soon as possible colleagues are informed of problems according to organisational procedures Exchange information on the content and outcomes of contracts information is provided to all relevant colleagues confidentiality of information is maintained 07 Confirm the contract complies with all relevant requirements k. l. legal and regulatory requirements are complied with organisational requirements are complied with Go to: Application of knowledge (page 27 )

16 Supply Chain Management National Occupational Standards 13 T9 Analyse information on the procurement of supplies in the supply chain This unit covers the purpose and process of analysing data on the procurement of supplies within the supply chain. It looks at the most appropriate sources of data, what analysis methods are appropriate and the need for involving colleagues to ensure potential problems are dealt with efficiently. The unit also outlines the need for providing analysis results according to agreed schedules with key findings clearly. Specify the purpose of the analysis confirmation is obtained from appropriate colleagues Collate and prepare data for the analysis suitable sources of data are accessed relevant data for the analysis are sorted and collated Analyse data on the procurement of supplies in the supply chain appropriate analysis methods and procedures are used results are discussed with all relevant colleagues Identify any problems with the procurement of supplies in the supply chain problems are clearly as soon as possible colleagues are informed of problems according to organisational procedures Provide the results of the analysis to colleagues results are provided according to agreed schedules key findings are clearly information is provided to all relevant colleagues Go to: Application of knowledge (page 27 )

17 Supply Chain Management National Occupational Standards 14 T10 Verify the capability of suppliers to meet supply specifications This unit covers the evaluation of suppliers to ensure that they are able to meet the supply needs of the business. The focus is on identifying supply needs, analysing information on the capability of suppliers to meet those needs and sharing results with the relevant colleagues according to organisational procedures. It also highlights the importance of compliance with supply chain management systems and legal, regulatory and organisational requirements to ensure suppliers are verified effectively. Confirm the type of supplies that are required specifications and quality of supplies required is clearly quantity and rate of supplies required is clearly delivery schedules and other requirements are clearly specified Obtain information from suppliers on their capability to provide supplies suitable sources of information are accessed all relevant information is considered Analyse information on the capability of appropriate analysis methods and procedures are suppliers used Verify the information provided by suppliers information is checked using organisationally specified methods suppliers are suitable for being used Identify any problems in using the suppliers problems are clearly as soon as possible colleagues are informed of problems according to organisational procedures Provide the results to colleagues k. results are discussed with all relevant colleagues l. results are provided according to agreed schedules 07 Comply with procedures for verifying suppliers m. supply chain management systems are used n. legal and organisational requirements are complied with Go to: Application of knowledge (page 27 )

18 Supply Chain Management National Occupational Standards 15 T11 Analyse the performance of suppliers The purpose of this unit is to provide a robust set of guidelines for analysing the effectiveness of suppliers. It focuses on the need to specify the organisation s requirements from suppliers, the quantity and rate of the goods that they supply and any associated delivery schedules. It also covers the process of analysis and evaluation and the need for recommending options for improving the performance of suppliers. Confirm the type of supplies that are required specifications and quality of supplies required is clearly quantity and rate of supplies required is clearly delivery schedules and other requirements are clearly specified Obtain information on the performance of suppliers suitable sources of information are accessed all relevant information is considered Collate and prepare data for the analysis relevant data for the analysis are sorted and collated Analyse data on the performance of suppliers appropriate analysis methods and procedures are used Identify any problems in using the suppliers problems are clearly as soon as possible colleagues are informed of problems according to organisational procedures Provide the results of the analysis to colleagues results are discussed with all relevant colleagues k. results are provided according to agreed schedules 07 Recommend options for improving the performance of suppliers l. appropriate options for improving the supply chain are m. alternative sources of supply are Go to: Application of knowledge (page 27 )

19 Supply Chain Management National Occupational Standards 16 T12 Identify potential suppliers for the supply chain This unit is about helping to ensure that the best possible suppliers are to support the activities of the organisation. Beginning with the need for a precise outline of the supplies that are required, it also covers the importance of analysing the choice of suppliers and their specific capabilities and debating the various findings with colleagues to gain a rounded view of the best options to tak Obtain information on the supplies that are required information is obtained from the appropriate colleagues information is clarified if necessary Confirm the type of supplies that are required specifications and quality of supplies required is clearly quantity and rate of supplies required is clearly delivery schedules and other requirements are clearly specified Obtain information on suppliers in the market suitable sources of data are accessed colleagues are consulted on their views Identify potential suppliers suppliers are capable of providing supplies suppliers are available to provide the supplies Identify any problems in using the suppliers problems are clearly as soon as possible k. colleagues are informed of problems according to organisational procedures Provide the results to colleagues l. results are discussed with all relevant colleagues m. results are provided according to agreed schedules 07 Comply with procedures for identifying potential suppliers n. o. supply chain management systems are used legal and organisational requirements are complied with Go to: Application of knowledge (page 27 )

20 Supply Chain Management National Occupational Standards 17 T13 Place orders with suppliers This unit sets our the clear steps required for placing orders effectively and begins with the need to obtain precise information about the nature of the supplies that are required; quantity, quality, rate of supply and delivery schedules. It also covers the important aspects of confirming details with the relevant colleagues, agreeing price and any other delivery instructions, and stresses the importance of compliance with existing supply management systems and legal, regulatory and organisational requirements. Obtain information on the supplies that need to be ordered specifications and quality of supplies required is clearly quantity and rate of supplies required is clearly delivery schedules and other requirements are clearly specified Confirm the specifications with colleagues information is provided to all relevant colleagues colleagues are consulted on their views Place orders with suppliers orders are placed according to the specified schedule orders are placed according to procedures agreed with the supplier Confirm the orders with suppliers price and specifications are confirmed delivery instructions are agreed Identify any problems in placing orders problems are clearly as soon as possible k. colleagues are informed of problems according to organisational procedures Comply with procedures for placing orders l. supply chain management systems are used m. legal and organisational requirements are complied with Go to: Application of knowledge (page 27 )

21 Supply Chain Management National Occupational Standards 18 T14 Monitor and progress the delivery of orders This unit covers the steps necessary to ensure that deliveries are made in a timely and efficient manner. It begins by looking at the information required to establish exactly what has been order and when delivery is du It then considers how to monitor actual deliveries and progress those that are still to be mad It also looks at identifying problems, sharing the relevant information with colleagues and the need for sourcing alternative suppliers should this become necessary. Finally, the unit reinforces the importance of the supply chain management system and compliance with legal, regulatory and organisational requirements. Confirm information on the supplies that need to be ordered specifications and quality of supplies required is clearly quantity and rate of supplies required is clearly delivery schedules and other requirements are clearly specified Monitor the delivery of orders supplies are monitored against delivery times and specifications cost and quality of supplies is monitored Progress orders with suppliers orders are progressed according to the specified schedule orders are progressed according to procedures agreed with the supplier Identify any problems with the delivery of orders problems are clearly as soon as possible colleagues are informed of problems according to organisational procedures Recommend options for progressing the delivery of orders k. additional support is provided to suppliers alternative sources of supply are Comply with procedures for progressing orders l. supply chain management systems are used m. legal and organisational requirements are complied with Go to: Application of knowledge (page 27 )

22 Supply Chain Management National Occupational Standards 19 T15 Monitor the flow of supplies in the supply chain This unit illustrates the steps that are necessary to help ensure that supplies flow through the supply chain in an efficient and effective manner. It begins with a look at what information is needed as a start point; clear specifications in terms of quality, quantity and delivery schedules. It then outlines the process for monitoring the actual flow of goods, what to do should a problem arise, and concludes with the need to share key findings and all relevant information with colleagues. Confirm information on the supplies that are flowing through the supply chain specifications and quality of supplies are clearly quantity and delivery schedules of supplies are clearly Collate and prepare data to monitor the flow of supplies suitable sources of data are accessed relevant data for the analysis are sorted and collated Analyse data on the flow of supplies appropriate analysis methods and procedures are used results are discussed with all relevant colleagues Identify any problems with the flow of supplies problems are clearly as soon as possible colleagues are informed of problems according to organisational procedures Provide the results of the analysis to colleagues results are provided according to agreed schedules key findings are clearly k. information is provided to all relevant colleagues Comply with procedures for monitoring the flow of resources l. supply chain management systems are used m. legal and organisational requirements are complied with Go to: Application of knowledge (page 27 )

23 Supply Chain Management National Occupational Standards 20 T16 Obtain information on storage locations and facilities The important issue of storage is central to this unit, which aims to provide guidance on how to identify and secure the best possible facilities in the most appropriate locations to meet the organisation s needs. It covers the need to clarify information about the supplies that need to be stored and looks at the process of analysing data on the facilities and location options. The unit also covers the need to discuss the results of the analysis with colleagues and concludes with the final step of making storage recommendations. Confirm information on the supplies being stored specifications and quality of supplies are clearly quantity and delivery schedules of supplies are clearly Obtain information on storage locations and facilities suitable sources of data are accessed information is obtained from the appropriate colleagues Collate and prepare data for the analysis relevant data for the analysis are sorted and collated Analyse information on the storage locations and facilities appropriate analysis methods and procedures are used Identify any problems in using the storage locations and facilities problems are clearly as soon as possible colleagues are informed of problems according to organisational procedures Provide the results of the analysis to colleagues results are discussed with all relevant colleagues results are provided according to agreed schedules 07 Recommend options for using storage locations and facilities k. l. appropriate options for the supply chain are alternative storage locations and facilities are Go to: Application of knowledge (page 27 )

24 Supply Chain Management National Occupational Standards 21 T17 Obtain information on distribution requirements This unit considers the aspect of distribution and begins with the importance of sourcing reliable and detailed information about the supplies themselves, the role of suppliers and customers within the distribution system and the distribution requirements for each set of supplies. It looks at the steps to gather and analyse data, how to approach potential problems and the need for recommending options for storage locations and facilities. Confirm information on the supplies being distributed positioning and movement of supplies is clearly role of suppliers and customers within the distribution system are clearly distribution requirements of different types of supplies are Obtain information on distribution requirements suitable sources of data are accessed information is obtained from the appropriate colleagues Collate and prepare data for the analysis relevant data for the analysis are sorted and collated Analyse information on the distribution requirements appropriate analysis methods and procedures are used Identify any problems in the distribution requirements problems are clearly as soon as possible colleagues are informed of problems according to organisational procedures Provide the results of the analysis to colleagues results are discussed with all relevant colleagues k. results are provided according to agreed schedules 07 Recommend options for using storage locations and facilities l. appropriate options for the supply chain are m. alternative storage locations and facilities are Go to: Application of knowledge (page 27 )

25 Supply Chain Management National Occupational Standards 22 T18 Monitor the distribution of supplies Ensuring supplies reach an agreed destination on time and in full is a critical function of the supply chain. This unit outlines the steps that are required to monitor the process of distribution and begins with the information necessary at the start of the process, goes through collecting data, analysis and the need to identify and share potential problems with colleagues. Results and conclusions from the monitoring process must then be discussed with the relevant colleagues. Confirm information on the supplies being distributed positioning and movement of supplies is clearly specifications and quality of supplies required is clearly Obtain information on the distribution of supplies suitable sources of data are accessed information is obtained from the appropriate colleagues Collate and prepare data for the analysis relevant data for the analysis are sorted and collated Analyse information on the distribution of appropriate analysis methods and procedures are supplies used Monitor the distribution of supplies supply distribution is monitored at regular intervals Identify any problems with the distribution of supplies problems are clearly as soon as possible colleagues are informed of problems according to organisational procedures 07 Provide the results of the monitoring to colleagues k. results are discussed with all relevant colleagues results are provided according to agreed schedules 08 Comply with procedures for monitoring the distribution of supplies l. supply chain management systems are used m. legal and organisational requirements are complied with Go to: Application of knowledge (page 27 )

26 Supply Chain Management National Occupational Standards 23 T19 Monitor the flow of returned supplies This unit illustrates the steps that are necessary to ensure that any returned supplies are dealt with in an efficient and effective manner. It begins with a look at what information is needed as a start point, the need to track the flow of returned goods, for the efficiency of the processes to be measured, and the results discussed with colleagues. It concludes with the importance of making recommendations for improving the flow of returned supplies, which should include the provision of alternative options. Confirm information on the supplies being returned information on quantity and type of returns is obtained Collate and prepare data on the flow of returned supplies suitable sources of data are accessed information is obtained from the appropriate colleagues Analyse information on the flow of returned supplies appropriate analysis methods and procedures are used Identify any problems with the flow of returned supplies problems are clearly as soon as possible colleagues are informed of problems according to organisational procedures Provide the results of the analysis to colleagues results are discussed with all relevant colleagues results are provided according to agreed schedules Recommend options for improving the flow of returned supplies appropriate options for the supply chain are alternative methods for returning supplies are 07 Comply with procedures for monitoring the flow of returned supplies k. l. supply chain management systems are used legal and organisational requirements are complied with Go to: Application of knowledge (page 27 )

27 Supply Chain Management National Occupational Standards 24 T20 Monitor the transportation of supplies Ensuring reliable on time, in full delivery of supplies is a critical part of the supply chain s activity. This unit outlines the steps that are required to monitor the process of delivery and starts with the detailed information needed to begin wit It also covers collecting data, analysis and the need to identify and share potential problems with colleagues. Results and conclusions from the monitoring process must then be discussed with the relevant colleagues in accordance with the supply chain management systems. Confirm information on the supplies being transported positioning and movement of supplies is clearly transportation requirements of different types of supplies are Obtain information on the transportation of supplies suitable sources of data are accessed information is obtained from the appropriate colleagues Collate and prepare data for the analysis relevant data for the analysis are sorted and collated Analyse information on the transportation of appropriate analysis methods and procedures are supplies used Monitor the transportation of supplies supply transportation is monitored at regular intervals Identify any problems with the transportation of supplies problems are clearly as soon as possible colleagues are informed of problems according to organisational procedures 07 Provide the results of the monitoring to colleagues k. results are discussed with all relevant colleagues results are provided according to agreed schedules 08 Comply with procedures for monitoring the transportation of supplies l. supply chain management systems are used m. legal and organisational requirements are complied with Go to: Application of knowledge (page 27 )

28 Supply Chain Management National Occupational Standards 25 T21 Contribute to operational relationships within the supply chain This unit focuses on the importance of ensuring that operational relationships are contributing all that is possible to support a high performing supply chain. It considers the critical role of communications in maintaining and improving existing relationships, the opportunities that can be grasped to improve supply chain processes by leveraging strong operational relationships and concludes with the need to monitor the whole so that problems are and dealt with promptly. Contribute to the maintenance and improvement of current operational relationships within the supply chain communications are maintained effectively possibilities for improving supply chain processes are clearly Provide information on opportunities to develop operational relationships within the supply chain operational relationships could potentially benefit the supply chain information on opportunities is provided to all relevant colleagues Identify problems with supply chain relationships problems are clearly as soon as possible colleagues are informed of problems according to organisational procedures Assist colleagues to ensure that operational relationships are suitable for maintaining the performance of the supply chain supply chain processes are monitored regularly operational relationships are conducted in ways that are mutually beneficial Go to: Application of knowledge (page 27 )

29 Supply Chain Management National Occupational Standards 26 T22 Obtain information on the supply chain Having easy and reliable access to information about the supply chain is important, particularly for monitoring purposes. This unit outlines the need to identify the processes that comprise the supply chain and the detail of the supplies that flow through the supply chain. It also looks at recording and analysing data and the importance of clearly identifying potential problems and sharing these with colleagues according to agreed schedules. Finally the unit covers the requirement to recommend options for using storage locations and facilities. Identify the processes that comprise the supply chain procurement, logistics, operations management, transportation, and export and import systems are Identify the supplies flowing through the supply chain specifications and quality of supplies are clearly Obtain information on the supplies flowing through the supply chain suitable sources of data are accessed information is obtained from the appropriate colleagues Sort information on the supply chain appropriate sorting methods and procedures are used Record information ready for analysis relevant information for analysis is recorded in appropriate systems Identify any problems in obtaining information on the supply chain problems are clearly as soon as possible colleagues are informed of problems according to organisational procedures 07 Provide the information to colleagues when required for analysis information is provided in the appropriate formats information is provided according to agreed schedules 08 Recommend options for using storage locations and facilities k. l. appropriate options for the supply chain are alternative storage locations and facilities are Go to: Application of knowledge (page 27 )

30 Supply Chain Management National Occupational Standards 27 KT Application of Knowledge Technical Units Technical Units Knowledge T1 T2 T3 T4 T5 T6 T7 T8 T9 T10 T11 T12 T13 T14 T15 T16 T17 T18 T19 T20 T21 T22 K1 Analysis methods and procedures K2 Change management theories, models, and practices K3 Communication methods and procedures K4 Contract administration methods and procedures K5 Contract law and drafting methods and procedures K6 Cost and benefit analysis methods and procedures K7 Database management and monitoring methods and procedures K8 Evaluation methods and procedures K9 Export and import methods and procedures K10 Export methods and procedures K11 Financial analysis methods and procedures K12 Import methods and procedures K13 Industry-specific networks and sources of information K14 Information sources on supply chain processes K15 International trade issues K16 Legal and regulatory requirements K17 Logistics theories, models and practices K18 Market research methods and procedures K19 Negotiation strategies, methods and procedures K20 Networking methods and procedures K21 Operations management, theories, models and practices K22 Organisational objectives and activities K23 Organisational strategic aims and objectives K24 Performance measurement and benchmarking theories, models, and practices K25 Planning methods and procedures K26 Presentation theories, models, and practices K27 Procurement theories, models and practices K28 Project Management and administration methods and procedures K29 Quality management theories, models, and practices K30 Risk analysis methods and procedures K31 Stakeholder management methods and procedures K32 Supplier evaluation methods and procedures K33 Supply chain management theories, models, and practices K34 Transportation methods and procedures

31 Supply Chain Management National Occupational Standards 28 M1 Develop operational relationships within the supply chain This unit covers the requirements needed to evaluate and maintain existing supply chain relationships effectively. It illustrates the risks and benefits of developing these supply chain relationships and provides guidance on how potential problems or issues may be resolve The unit also deals with the need to maintain operational relationships successfully. Evaluate current operational relationships within the supply chain suitable sources of information are accessed all relevant information is considered appropriate evaluation processes are used colleagues are consulted on their views Maintain and improve current operational relationships within the supply chain communications are maintained and improved supply chain processes are conducted in ways that are mutually beneficial to all stakeholders Explore the benefits and risks of developing operational relationships within the supply chain factors affecting the supply chain are clearly benefits and risks are fully analysed Develop operational relationships that improve the performance of the supply chain improvements to the supply chain are clearly organisational objectives can be achieved more effectively Resolve problems with operational relationships k. problems are clearly as soon as possible l. problems are resolved in a way that minimises disruption to the supply chain Ensure operational relationships are maintained m. supply chain relationships are monitored regularly n. communication methods are used effectively Go to: Application of knowledge (page 55 )

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