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Elements and Performance Criteria

  1. Determine tender requirements
  2. Develop tender content
  3. Prepare tender bid

Evidence Required

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

Overview of Assessment

To demonstrate competency against this unit candidates must be able to provide evidence of the processes used to develop and prepare a detailed proposalsubmission in response to a tender which accurately covers the tender requirements

This evidence must show how the tender specifications were analysed assessment of organisational viability and risks associated with tender requirements a detailed methodology and budget and a final tender proposalsubmission which meets all tender criteria and organisational requirements

Evidence Requirements

Required knowledge includes

relevant policy legislation codes of practice and national standards including Commonwealth state territory legislation eg that related to

client privacy and confidentiality

provision of accurate information

environmental standards

equal employment opportunities EEO and antidiscrimination

OHS roles and responsibilities of employers and employees trainersfacilitators and assessors and of the organisation as a training andor assessment organisation

industries in which the training andor assessment organisation operates

types of training and assessment projects

tender layout format and presentation methods

organisational pricing policy and procedures

contingency and risk assessment techniques

key project success factors and typical project pitfalls

evaluation and revision techniques such as

asking specific questions

seeking and analysing feedback

Required skills and attributes include

literacy and communication skills to

read and interpret relevant information

comply with tender criteria and conditions

provide clear and precise information

receive and interpret feedback on draft submission

prepare required documentation using clear and comprehensible language and layout

tailor submission to requirements

research and evaluation skills to

evaluate tender requirements to establish project requirements

evaluate viability to provide services andor products to undertake the project

determine needs of target client group

conduct a risk assessment on anticipated project outcomes

identify and estimate required resources

evaluate feedback for incorporation in submission

identify selection criteria weightings and selection process

numeracy skills to

create a detailed budget

prepare a submission for tender

proofreading and editing skills to

revise amend and finalise submission

project planning skills to

plan and schedule activities

methodically organise work

work within agreed timeframes and budgetary constraints

technology skills to

use appropriate equipment and software to research and compile information

use spreadsheets in the preparation of a detailed budget

Products that could be used as evidence include

prepared quotations and estimates

tender proposalsubmission

feedback received on tender proposalsubmission

graphic presentations

Processes that could be used as evidence include

how tender criteria were analysed

how resource requirements were identified and estimated

how risks were identified and assessed

what costing and quoting methods were used

how relevant policies or legislative information were reviewed

how feedback on tenders was used to improve future tenders

Resource implications for assessment include

access to real or simulated tender process

access to information to prepare tender relevant documents research organisational information

access to people involved in tender process

time specifications

The collection of quality evidence requires that

assessment must address the scope of this unit and reflect all components of the unit ie the Elements Performance Criteria Range Statement Evidence Guide Employability Skills

a range of appropriate assessment methodsevidence gathering techniques is used to determine competency

evidence must be gathered in the workplace wherever possible Where no workplace is available a simulated workplace must be provided

the evidence collected must relate to a number of performances assessed at different points in time and in a learning and assessment pathway these must be separated by further learning and practice

assessment meets the rules of evidence

a judgement of competency should only be made when the assessor is confident that the required outcomes of the unit have been achieved and that consistent performance has been demonstrated

Specific evidence requirements must include

a detailed tender proposalsubmission which addresses

tender specifications

organisational viability

detailed methodology with identified stages activities timelines and deliverables

risk assessment

resource requirements

budget

revision editing and proofreading following feedback

effective presentation

Integrated assessment means that

this unit can be assessed alone or as part of an integrated assessment activity involving relevant units in the TAA Training and Assessment Training Package Suggested units include but are not limited to

this unit can be assessed alone or as part of an integrated assessment activity involving relevant units in the TAA04 Training and Assessment Training Package. Suggested units include but are not limited to:

TAATASA Undertake organisational training needs analysis

TAATAS501A Undertake organisational training needs analysis

TAATASB Manage contracted work

TAATAS503B Manage contracted work

TAAASSB Develop assessment tools

TAAASS403B Develop assessment tools

TAADESB Design and develop learning resources

TAADES502B Design and develop learning resources

TAADESB Research and design elearningresources

TAADES503B Research and design e-learningresources

TAADESB Develop and evaluate elearningresources

TAADES504B Develop and evaluate e-learningresources

TAADESB Research and develop competencystandards

TAADES505B Research and develop competencystandards.


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, if used in the performance criteria, is detailed below. 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) may also be included.

Tender specifications may include:

simple or detailed explanation of tender requirements

identification of deliverables

client group needs

designated performance standards

proposed activities to be undertaken

time and cost parameters

scope

quality

human and physical resource needs

legal requirements

consultation, stakeholder involvement

project management

insurance requirements

specific requirements

Viability may include consideration of:

tender criteria and conditions

available resources, equipment and supplies

client group needs

time constraints

other projects

geographical constraints

skills required for the provision of services

financial considerations

compliance with regulations

Risk assessment may include:

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

environmental landscape

financial/economic loss/failure

damage to property/equipment

professional incompetency

equipment/system failures

OHS

inability to deliver or meet the timelines if selected

Organisational requirements may include:

quality assurance and/or procedures manuals

organisational goals, objectives, plans, systems and processes

organisational policies, procedures and guidelines

recording and reporting procedures

industry consultative mechanisms

business and performance plans

access and equity principles and practices

confidentiality requirements

ethical standards

collaborative/partnership arrangements

OHS policies, procedures and programs

quality and continuous improvement processes and standards

defined resource parameters

Legal requirements may include:

Australian Quality Training Framework (AQTF) Standards for Registered Training Organisations (RTOs)

state or territory registering body requirements

industrial relations award and enterprise agreements and relevant industrial arrangements

confidentiality and privacy requirements

relevant legislation from all levels of government that affects business operations

OHS legislation

environmental legislation

equal opportunity legislation

industrial relations legislation

anti-discrimination legislation

relevant industry codes of practice

Relevant persons may include:

tenderer/potential client

target client group

colleagues

managers, supervisors

government agencies

employment agencies

industry groups

training and/or assessment coordinators

industry regulators/licensing authorities

members of professional associations

state/territory registering body

external consultants

Others may include:

accounting/finance personnel

other persons with broader budgetary experience

Business technology may include:

computers

database software applications

graphical presentation software

word processing software

project management software

printers

email, Internet, Intranet

Specific tender criteria and conditions may include:

eligibility for submission of tender

special requirements

selection criteria and weightings

tender document format

interview, meeting or presentation of tender

submission date