# PWR-251 — Collective purchasing and resource pooling: learner worksheet Release: Revision 7T · Full Tutorial Edition Estimated time: Estimated 10 min reading; practical time is provider-set Difficulty: Intermediate Equipment: Common household or practice equipment — Qualified facilitator and fictional proposal for 20 households to purchase identical desk lamps.; Supplied fictional quotes: buying individually costs £40 per certified lamp including individual delivery and returns, so 20 cost £800. The pooled item price is £30 each, advertised as 25% below £40, so items cost £600; pooled delivery is £100 and the non-refundable administration fee is £52, for a £752 total. The pooled offer has one shared delivery and no individual returns. Warranty and accessible-switch specifications otherwise match.; Member eligibility, contribution/allocation, conflict, vote, complaint, exit, liability and closure templates. Space: Desk / seated Automated structural checklist: 10 of 10 structural checks present Evidence quality/context: G4; Focused research depth Automated method-quality band: Comprehensive Method-rating basis: Structure coverage, instruction/check specificity, alternative distinctness, source troubleshooting, comparison depth and whether purpose/check fields are authored rather than derived. Editorial review: Pending manual editorial sign off ## Before you begin - [ ] I read the tutorial authority and stop conditions. - [ ] I have the required equipment/space or a declared accessible alternative. ## Canonical source context This lesson teaches the complete supervised pooling pathway: identify legal/organisational form and jurisdiction, define member purpose and eligibility, authorise funds/contracts/data, specify the good and quality, compare total cost and counterfactual, disclose supplier and organiser conflicts, set contribution/allocation and democratic control, protect complaints and exit, and plan closure. Practice uses fictional terms and no transaction. Target outcome: With a qualified legal/financial/cooperative facilitator, the learner completes a fictional pooling decision record that compares total cost, quality, distribution, conflicts, liability, member consent, exit and closure against individual purchase. ### Authority and setup conditions - Confirm all people, suppliers, prices and contracts are fictional and no money or commitment is made. - Identify the qualified jurisdiction-specific advisers that a real scheme would require. - Predeclare comparison, quality, distribution and no-deal conditions before reading the headline discount. ### Required or supplied materials - Qualified facilitator and fictional proposal for 20 households to purchase identical desk lamps. - Supplied fictional quotes: buying individually costs £40 per certified lamp including individual delivery and returns, so 20 cost £800. The pooled item price is £30 each, advertised as 25% below £40, so items cost £600; pooled delivery is £100 and the non-refundable administration fee is £52, for a £752 total. The pooled offer has one shared delivery and no individual returns. Warranty and accessible-switch specifications otherwise match. - Member eligibility, contribution/allocation, conflict, vote, complaint, exit, liability and closure templates. ## 1. Define purpose and members State the exact item/service, voluntary eligibility, quantity range, period and what the pool will not do. Why: Pooling without bounded purpose can become an ungoverned institution. Success check: Every fictional member sees the same scope and can decline. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “Every fictional member sees the same scope and can decline.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 2. Choose legal/authority route Identify who may contract, hold funds/data, incur liability and make decisions; mark unresolved legal form as no-deal. Why: A group chat cannot safely perform fiduciary functions. Success check: The exercise names every authority gap. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “The exercise names every authority gap.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 3. Specify quality and need Write required specifications, accessibility, warranty, delivery, returns and unacceptable substitutions. Why: A lower unit price can buy a worse or unusable product. Success check: Pooled and individual options are compared on the same requirements. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “Pooled and individual options are compared on the same requirements.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 4. Calculate total cost Include price, shipping, fees, tax, administration, storage, failures, returns and time; compare with a realistic counterfactual. Why: Headline discount is not total value. Success check: Every cost is allocated or marked uncertain. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “Every cost is allocated or marked uncertain.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 5. Map distribution and risk Show contributions, allocation, who fronts money, who waits, who bears loss and whether low-income or access needs are disadvantaged. Why: Average savings can hide unequal exposure. Success check: Member-level gains and burdens remain visible. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “Member-level gains and burdens remain visible.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 6. Check supplier and organiser conflicts Disclose commissions, relationships, free products, data use and organiser benefits; use independent review or recusal. Why: Pooling can concentrate market and governance power. Success check: Each supplier or organiser interest has disclosure, recusal or independent review. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “Each supplier or organiser interest has disclosure, recusal or independent review.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 7. Set member control Define information, vote/consent, reserved decisions, minority protection, records and audit without pretending a fictional vote creates law. Why: Democratic label alone does not create accountability. Success check: Members can inspect terms before committing. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “Members can inspect terms before committing.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 8. Design complaint and exit State cancellation, refund, return, complaint, dispute and withdrawal at each stage, including after a failed order. Why: Voluntary entry requires an exit path specifying refunds, timing and liability. Success check: No member is trapped by opaque fees or retaliation. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “No member is trapped by opaque fees or retaliation.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 9. Test failure and closure Apply supplier failure, defective batch or insufficient-order cards; use escrow/insurance only if legitimately designed, otherwise no-deal and close. Why: Resilience includes insolvency and closure, not only successful buying. Success check: Funds/data/stock would have accountable destinations or the scheme is rejected. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “Funds/data/stock would have accountable destinations or the scheme is rejected.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 10. Issue evidence-bounded verdict Choose no-deal, seek advice, redesign or provider-approved pilot, stating cost, quality, distribution and unresolved authority. Why: A pooled option may correctly be worse than individual choice. Success check: The conclusion makes no guaranteed savings claim. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “The conclusion makes no guaranteed savings claim.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## Reflection What changed? ________________________________________________________________________________ What remains difficult? ________________________________________________________________________________ What will I repeat, adapt, ask for help with, or stop? ________________________________________________________________________________ --- Completion of this worksheet demonstrates tutorial participation only. It does not establish capability, qualification, safety clearance, diagnosis, treatment or independent validation.