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Elements and Performance Criteria

1. 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 policies and procedures
2. Analyse tender requirements
   • Tender specifications and scope of tender requirement are 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
3. 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 and where this cannot be provided, an explanation/compromise/option is identified
   • Estimate is checked for accuracy and detail in accordance with organisational procedures
4. Submit a tender
   • Tender is prepared in accordance with organisational policies 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
5. Review tender process
   • Changes and variations to the tender are negotiated to meet the needs of the client and the organisation in accordance with contractual arrangements, organisational policies, procedures 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

Range Statement

Specifies different work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included. Range is restricted to essential operating conditions and any other variables essential to the work environment.
Unit context includes:	work health and safety (WHS) requirements, including legislation, building codes, material safety management systems, hazardous and dangerous goods codes, and local safe operating procedures or equivalent work is carried out in accordance with legislative obligations, environmental legislation, relevant health regulations, manual handling procedures and organisation insurance requirements work requires individuals to demonstrate analytical ability, discretion, judgement and problem solving work requires the analysis of, at times, complex requirements, the preparation and presentation of the tender and the follow-up action for both successful and unsuccessful tenders work is performed with little external assistance and with minimal supervision or direction
Personal protective equipment includes:	that prescribed under legislation, regulations and enterprise policies and practices
Information and procedures include:	work procedures/instructions tender brief/specifications issued by the requesting agency organisation work specifications and requirements legislation/regulations/national and industry codes and practices relevant to the product quality and Australian Standards and procedures

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Performance Evidence

Collect, organise and understand information related to multi-trade work instructions and work orders, building and structural plans and safety procedures

Apply safe handling requirements for equipment, products and materials, including use of personal protective equipment

Identify materials used in the work process

Follow work instructions, operating procedures and inspection processes to:

minimise the risk of injury to self or others

prevent damage to goods, equipment and products

maintain required production output and product quality

On a minimum of two (2) occasions and for different/significant goods or services, prepare and submit formal tenders that are framed to serve marketing purposes and which address or are supported by:

the full requirements of the tender brief

total resource requirements

total costing covering all components and scenarios

appropriate legislative requirements

options for the client

Negotiate changes/variations to tender and conduct review of outcome

Use mathematical ideas and techniques to correctly complete measurements, calculate area and estimate material requirements

Communicate ideas and information to enable confirmation of work requirements and specifications and the reporting of work outcomes and problems, interpret basic plans and follow safety procedures

Use workplace technology related to the coordination, including communication equipment, time and management aids and other measuring devices

Avoid backtracking, work flow interruptions or wastage

Work with others and in a team by recognising dependencies and using cooperative approaches to optimise work flow and productivity

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Knowledge Evidence

Enterprise operating procedures and requirements

Organisation resources, capacities and capabilities

Tender management, preparation, submission and review processes

Tender evaluation processes

Financial and legal requirements for tendering

Relevant legislation relating to tendering and contracting for goods and/or services of the organisation

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