Application
Not Applicable
Prerequisites
Not Applicable
Elements and Performance Criteria
ELEMENT | PERFORMANCE CRITERIA | ||
1 Analyse tender requirements | 1.1 Identify client waste management service requirements including OHS issues 1.2 Identify specific tendering criteria and conditions to ensure submission conforms to tender requirements | ||
2 Determine ability to meet tender requirements and conditions | 2.1 Make assessment of the ability to provide the waste management service in accordance with tender requirements and conditions 2.2 Assess viability of tendering for the provision of the waste management service | ||
3 Estimate costs | 3.1 Apply organisation's rate schedules and/or industry-based labour rates and conditions to establish costing where appropriate, according to organisational policy and procedures 3.2 Obtain quotations from external suppliers to ensure fair comparisons between suppliers 3.3 Confirm availability of labour, equipment, materials and other relevant items according to organisational requirements 3.4 Identify factors which may affect meeting client requirements through site inspection and make allowances for contingencies based on findings | ||
3.5 Review all information to ensure accuracy and prepare detailed budget according to organisational and submission requirements | |||
4 Prepare tender submission | 4.1 Prepare tender using clear and concise language to explain benefits and rationale for security system/services, in accordance with organisational standards relating to style and format | ||
4.2 Check tender for accuracy to ensure it clearly documents client waste management requirements and reflects submission requirements 4.3 Contact client, where possible prior to submission of tender, to discuss waste management requirements and make any necessary amendments according to organisational policy and procedures 4.4 Lodge tender with client within designated timeframe and store a copy in accordance with organisational requirements | |||
5 Complete tender submission process | 5.1 Outline waste management service/benefits in a professional manner that allows the client opportunities for questions, when required 5.2 Confirm written agreement to tender submission by both parties without delay and in accordance with legal and organisational procedures 5.3 Seek details on outcomes of tender submission and review process to identify areas for improvement to support future tendering procedures and processes 5.4 Update relevant documentation accurately and promptly and store in accordance with organisational procedures |
Required Skills
Refer to Evidence Guide
Evidence Required
Critical aspects of competency
Correctly identifies all client waste management requirements.
Correctly identifies all tendering criteria and conditions.
Correctly assesses ability to provide service and of viability of tendering.
Accurately determines prices and estimates for service, labour, equipment, materials and other relevant items.
Ensures availability of equipment/materials.
Preparation of a detailed budget.
Makes allowances for contingencies
Provides full details of service provision
Discusses service options, where possible, to enable amendments prior to tender submission.
Presents tender professionally, explains all details and allows questions and discussion.
Obtains agreement on tender submission, where appropriate.
Knowledge needed to achieve the performance criteria
Knowledge and understanding are essential to apply this unit in the workplace, to transfer the skills to other contexts, and to deal with unplanned events. The knowledge requirements for this unit are listed below.
Basic services offered.
Basic requirements for service provision.
Company pricing schedules.
Presentation standards.
Legislative and company pricing policy and procedures.
Relevant industry standards and codes of conduct.
Problem-solving strategies.
Organisational and client confidentiality requirements.
Recording procedures and documentation requirements and processes.
Duty of care in provision of services.
Relevant industry standards.
OHS and other relevant legislation.
OHS hierarchy of control.
Specific skills needed to achieve the performance criteria
To achieve the performance criteria, some complementary skills are required. These are:
communication including liaison, customer service, negotiating, report writing, consultation, interpersonal, gaining feedback, giving information, presenting to a group
observation
coordination
project management
numerical calculations including time, measurements, quantities
personal computer operation
safe and efficient work practices
methodical organisation of work
time management.
Other units of competency that could be assessed with this unit
This unit could be assessed on its own or in combination with other competencies relevant to the job function, for example:
PRMWM30B Determine waste management services
PRMWM55B Provide quotation
BSBMGT503A Prepare budgets and financial plans
BSBSBM404A Undertake business planning.
Resources required to assess this unit
The following resources should be available:
tender document and requirements
client file and requirements for review
service costs
unit prices of equipment, materials, labour upon which to make estimate
standard company quotation pro forma
case studies
calculator/computer
relevant codes of practice.
Gaining evidence to assess this unit
For valid and reliable assessment of this unit, the competency should be demonstrated over a period of time and be observed by the assessor (or assessment team working together to conduct the assessment). The competency is to be demonstrated in a range of situations, which may include customer/workplace interruptions and involvement in related activities normally experienced in the workplace.
Evidence of competency is best obtained by observing activities in this field and reviewing the preparation of a detailed tender. If this is not practicable, observations in realistic simulated environments may be substituted.
Consistency in performance
Assessment requires that the plan meets the objectives of the client and that it complies with industry expectations in the particular client environment. If the environment is narrowly defined or is not representative of industry needs, it may be necessary to refer to portfolio case studies of a variety of waste requirements to assess competency in the preparation of a detailed tender.
Oral questioning or written assessment and hypothetical situations (scenarios) may be used to assess underpinning knowledge. (In assessment situations where the candidate is offered a preference between oral questioning and written audit, questions are to be identical.)
Supplementary evidence may be obtained from relevant authenticated correspondence from existing supervisors, team leaders or specialist training staff.
Note: All practical demonstrations must adhere to the safety and environmental regulations relevant to each state or territory.
Key competency levels
There are a number of processes that are learnt throughout work and life that are required in all jobs. They are fundamental processes and generally transferable to other work functions. Some of these are covered by the key competencies, although others may be added.
Information below highlights how these processes are applied in this competency standard.
1 | Perform the process | 2 | Perform and administer the process | 3 | Perform, administer and design the process | |||
How can communication of ideas and information be applied? | 3 | Document waste management service accounts and tender and organise by record or report for analysis. | ||||||
How can information be collected, analysed and organised? | 2 | Gather and analyse waste management services information and alternative options to possibly present to the client for consideration. | ||||||
How are activities planned and organised? | 2 | Plan and organise activities to monitor and provide feedback throughout the tender process to evaluate effectiveness of tender. | ||||||
How can teamwork be applied? | 2 | Work effectively with relevant personnel to meet client requirements within designated timeframes. | ||||||
How can the use of mathematical ideas and techniques be applied? | 3 | Correctly apply mathematical techniques to estimate resource requirements and plan and schedule work tasks. | ||||||
How can problem-solving skills be applied? | 2 | Analyse factors that may affect meeting client requirements and detail contingencies. | ||||||
How can the use of technology be applied? | 2 | Use technology to communicate, schedule, source and document information. |
Range Statement
The range statement links the required knowledge and organisational and technical requirements to the workplace context. It describes any contextual variables that will be used or encountered when applying the competency in work situations. It allows for different work practices and work and knowledge requirements as well as for differences between organisations and workplaces. The following variables may be present for this particular unit.
Assessment of ability to provide waste management service includes but is not limited to:
availability of equipment and supplies
financial considerations
number of personnel
other projects
skills required for provision of service
tender criteria and conditions
time constraints.
Client/company includes all forms of business enterprises in this context including government agencies, local governments/councils, private and public companies, and residents/ratepayers
Contingencies typically include:
building progress
cash flow
competencies
disputes
insurance
restricted site access
time penalties
transport
weather and environmental conditions.
Organisational/company requirements are found in:
access and equity policy, principles and practice
business and performance plans
client and company confidentiality requirements
client service standards
defined resource parameters
duty of care, code of conduct, code of ethics
emergency and evacuation procedures
induction documentation
insurance policy agreements
legal and organisational policy and procedures including personnel practices and guidelines
OHS policies, procedures and programs
operations manuals
organisational goals, objectives, plans, systems and processes
policies and procedures relating to own role, responsibility and delegation
quality and continuous improvement processes and standards
records and information systems and processes
training materials
verbal or written instructions.
Organisation's rate schedules include labour rates, standard disposal costs, standard equipment costs, standard materials costs, standard service costs and standard unit costs.
Performance of this unit is carried out in accordance with relevant requirements of the following:
Australian Standards
environmental regulations
legislative requirements
manufacturers' specifications
organisational procedures
relevant state/territory regulations.
Submission requirements include:
client requirements
drawings
format and layout
legal compliance
photographs
response to all tender clauses
submission date
tender conditions and criteria.
Tendering criteria and conditions typically include:
eligibility for submission of tender
interview
listing of client requirements
meeting or presentation of tender
special requirements
submission date
tender document format.
Viability includes consideration of:
competition in tendering process
cost of tender preparation
likely profit
prospect of winning the tender
time constraints.
Sectors
Not Applicable
Employability Skills
Not Applicable
Licensing Information
Not Applicable