MSFFT4012
Prepare a tender submission


Application

This unit of competency covers preparing and submitting a tender for supply of products and services in the furnishing industry.

No licensing, legislative or certification requirements apply to this unit at the time of publication.


Elements and Performance Criteria

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Identify opportunity to provide goods and/or services

1.1

Opportunities that are within the operational scope of the business unit or organisation are identified

1.2

Organisational resources which are available, or expertise which may be accessed, is identified and matched to opportunities

1.3

The feasibility of undertaking the proposed project/work is assessed and approval is sought according to organisational policies and procedures

2

Analyse tender requirements

2.1

Tender specifications and scope of tender requirement are identified and clarified with the originator if required

2.2

Proposed methodology for satisfying the request is developed

2.3

Required resources are identified and their availability confirmed with the provider in accordance with organisational procedures

2.4

Methodology is adjusted to accommodate the availability of resources and expertise available

3

Prepare a tender estimate

3.1

Estimate is prepared taking all requirements into account and providing for contingencies as required by organisational policies, procedures and requirements

3.2

Costing of estimate conforms to organisational policies and procedures

3.3

The estimate satisfies the total requirement and where this cannot be provided, an explanation/compromise/option is identified

3.4

Estimate is checked for accuracy and detail in accordance with organisational procedures

4

Submit a tender

4.1

Tender is prepared in accordance with organisational policies and procedures

4.2

Tender addresses required details and meets originator's requirements

4.3

Tender is submitted within the required timeframe in the form required by the request

4.4

Organisational requirements for record keeping and documentation of tenders are completed

5

Review tender process

5.1

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

5.2

The tender content and process is reviewed and evaluated using the outcome and the feedback provided by client and stakeholders

5.3

Procedures are adjusted if required to improve subsequent bids

Evidence of Performance

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


Evidence of Knowledge

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


Assessment Conditions

Assessors must:

hold training and assessment competencies as determined by the National Skills Standards Council (NSSC) or its successors

have vocational competency in the furnishing industry at least to the level being assessed with broad industry knowledge and experience, usually combined with a relevant industry qualification

be familiar with the current skills and knowledge used and have relevant, current experience in the furnishing industry.

Assessment methods must confirm consistency of performance over time rather than a single assessment event and in a range of workplace relevant contexts.

Assessment must be by observation of relevant tasks with questioning on underpinning knowledge and, where applicable, multimedia evidence, supervisor’s reports, projects and work samples.

Assessment is to be conducted on single units of competency or in conjunction with other related units of competency. Foundation skills are integral to competent performance in the unit and should not be assessed separately.

Assessment must occur on the job or in a workplace simulated facility with relevant process, equipment, materials, work instructions and deadlines.

Access is required to requests for tender, previous tenders and outcomes, information relating to relevant resources, appropriate staff/advisers and supporting technology.


Foundation Skills

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency. Detail on appropriate performance levels for each furnishing unit of competency in reading, writing, oral communication and numeracy utilising the Australian Core Skills Framework (ACSF) are provided in the Furnishing Training Package Implementation Guide.


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


Sectors

Furnishing Technology