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Elements and Performance Criteria

  1. Determine tender requirements.
  2. Estimate resource requirements.
  3. Prepare tender documentation.

Required Skills

This section describes the essential skills and knowledge and their level required for this unit

Required skills

computing skills to compile and present information access the internet and web pages prepare and complete online forms lodge electronic documents and search online databases

interpersonal skills to relate to people from a range of social cultural and ethnic backgrounds and varying physical and mental abilities

literacy and communication skills to access and interpret specific tender criteria and conditions and prepare required documentation using clear and comprehensible language

numeracy skills to estimate resource requirements and create a budget

project planning skills to plan schedule and track activities

proofreading and editing skills to revise amend and finalise tender documentation

research and evaluation skills to evaluate specifications to establish tender criteria and to undertake qualitative and quantitative research

Required knowledge and understanding

contingency and risk assessment techniques

contractual arrangements in relation to property management and maintenance

customer service procedures and practices

legal and ethical responsibilities including

maintaining client privacy and confidentiality

meeting environmental standards

providing accurate information

local knowledge of the property operations and development market

organisational pricing policy and procedures

organisational structure services and environment

relevant federal and state or territory legislation and local government regulations related to

antidiscrimination

consumer protection

environmental issues

equal employment opportunity EEO

financial probity

franchise and business structures

industrial relations

OHS

privacy

property sales leasing and management

tender layout format and presentation methods

tendering codes of practice

Evidence Required

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria required skills and knowledge the range statement and the Assessment Guidelines for this Training Package

Overview of assessment

This unit of competency could be assessed through practical demonstration of preparing tender documentation for property or facility management and maintenance operations Targeted written including alternative formats where necessary or verbal questioning to assess the candidates underpinning knowledge would provide additional supporting evidence of competence The demonstration and questioning would include collecting evidence of the candidates knowledge and application of ethical standards and relevant federal and state or territory legislation and regulations This assessment may be carried out in a simulated or workplace environment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

A person who demonstrates competency in this unit must be able to provide evidence of

actively seeking feedback from clients and colleagues on tender requirements

following organisational procedures to produce tender documentation

gathering and collating information

knowledge of organisations practices ethical standards and legislative requirements associated with preparing tender documentation for property or facility management and maintenance operations

understanding methodologies and activities required to analyse tender requirements

Context of and specific resources for assessment

Resource implications for assessment include

access to suitable simulated or real opportunities and resources to demonstrate competence

assessment instruments that may include personal planner and assessment record book

access to a registered provider of assessment services

Where applicable physical resources should include equipment modified for people with disabilities

Access must be provided to appropriate learning andor assessment support when required

Assessment processes and techniques must be culturally appropriate and appropriate to the language and literacy capacity of the candidate and the work being performed

Validity and sufficiency of evidence require that

competency will need to be demonstrated over a period of time reflecting the scope of the role and the practical requirements of the workplace

where the assessment is part of a structured learning experience the evidence collected must relate to a number of performances assessed at different points in time and separated by further learning and practice with a decision of competence only taken at the point when the assessor has complete confidence in the persons competence

all assessment that is part of a structured learning experience must include a combination of direct indirect and supplementary evidence

where assessment is for the purpose of recognition RCCRPL the evidence provided will need to be current and show that it represents competency demonstrated over a period of time

assessment can be through simulated projectbased activity and must include evidence relating to each of the elements in this unit

In all cases where practical assessment is used it will be combined with targeted questioning to assess the underpinning knowledge Questioning will be undertaken in such a manner as is appropriate to the language and literacy levels of the candidate and any cultural issues that may affect responses to the questions and will reflect the requirements of the competency and the work being performed


Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording in the performance criteria is detailed below. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.

Property documentation may include information relating to:

agreements

building codes

company services

contracts

depreciation schedules

licences

operating costs

permits

plans

specifications.

Relevant people may include:

clients

government agencies

industry regulators and associations

legal representatives

management and colleagues

principals.

Viability may include consideration of:

available resources, equipment and supplies

compliance with regulations

financial considerations

geographical constraints

skills required for the provision of services

time constraints.

Risk assessment may include:

identifying risks in isolation or as part of a broader risk management strategy, such as:

damage to property and equipment

environmental risks

equipment and system failures

financial and economic loss or failure

OHS

professional incompetence.

Organisational requirements may be outlined and reflected in:

access and equity principles and practice guidelines

business and performance plans

complaint and dispute resolution procedures

goals, objectives, plans, systems and processes

legal and ethical requirements and codes of practice

mission statements and strategic plans

OHS policies, procedures and programs

policies and procedures in relation to client service

quality and continuous improvement processes and standards

quality assurance and procedure manuals.

Legislative requirements may be outlined and reflected in:

Australian standards

codes of practice covering the market sector and industry, financial transactions, taxation, environment, construction, land use, native title, zoning, utilities use (water, gas and electricity), and contract or common law

environmental and zoning laws affecting access security, access and property use

general duty of care to clients

home building requirements

local regulations and by-laws

privacy laws applying to owners, contractors and tenants

quality assurance and certification requirements

relevant federal, and state or territory legislation that affects organisational operation, including:

anti-discrimination and diversity

environmental issues

EEO

industrial relations

OHS

strata, community and company titles

tenancy agreements

trade practices laws and guidelines.

Business equipment and technology may include:

computers and email

data storage devices

facsimile machines

internet, extranet and intranet

photocopiers

printers and scanners

software applications, such as databases and word applications.

Tender criteria and conditions may include:

eligibility for submission of tender

interview, meeting or presentation of tender

special requirements

submission date

tender document format.

Feedback may be sought from:

clients and their legal representatives

supervisors and colleagues

formal and informal performance appraisals

workplace assessment.