Elements and Performance Criteria
- Identify opportunity to provide goods and/or services
- Opportunities that are within the operational scope of the business unit or organisation are identified
- Organisational resources which are available, or expertise which may be accessed, is identified and matched to opportunities
- The feasibility of undertaking the proposed project/work is assessed and approval is sought according to organisational policy and procedures
- Analyse tender requirements
- Tender specifications and scope of tender requirement is identified and clarified with the originator if required
- Proposed methodology for satisfying the request is developed
- Required resources are identified and their availability confirmed with the provider in accordance with organisational procedures
- Methodology is adjusted to accommodate the availability of resources and expertise available
- Prepare a tender estimate
- Estimate is prepared, taking all requirements into account and providing for contingencies as required by organisational policies, procedures and requirements
- Costing of estimate conforms to organisational policies and procedures
- The estimate satisfies the total requirement. Where this cannot be provided, an explanation/compromise/option is identified
- Estimate is checked for accuracy and detail in accordance with organisational procedures
- Tender is prepared in accordance with organisational policy and procedures
- Tender addresses required details and meets originator's requirements
- Tender is submitted within the required timeframe in the form required by the request
- Organisational requirements for record keeping and documentation of tenders are completed
- Changes and variations to the tender are negotiated to meet the needs of the client and the organisation in accordance with contractual arrangements, organisational policy, procedure and delegated authority
- The tender content and process is reviewed and evaluated, using the outcome and the feedback provided by client and stakeholders
- Procedures are adjusted if required to improve subsequent bids
- This describes the essential skills and knowledge and their level, required for this unit.