ELEMENT

PERFORMANCE CRITERIA

1. Identify opportunities to provide goods or services

1.1 The business unit's or organisation's place in the market is identified

1.2 Organisational resources/expertise available for purchase by others are identified and matched to opportunities

1.3 Business case is developed to demonstrate viability of opportunities and is submitted for approval in accordance with organisational policy and procedures

2. Analyse tender requirements

2.1 Scope of the tender requirement is identified

2.2 Requirements are confirmed with the funder/purchaser in accordance with organisational policy and procedures

2.3 Cultural issues are identified and clarified where necessary particularly when responding to international opportunities to sell services

3. Determine proposal methodology

3.1 Methodology is selected based on available resources, available expertise and client requirements

3.2 Methodology is selected in accordance with organisational and public sector requirements for probity and accountability

4. Prepare estimate

4.1 Estimate is prepared to take account of all requirements and allows for contingencies

4.2 Estimate is structured to provide for cost recovery or return a profit according to legislation, policy and procedures

4.3 Costs are estimated to enable provision of goods or services to the standards required by the client

4.4 Estimate is checked for accuracy and detailed in accordance with organisational procedures and client requirements

5. Submit a tender

5.1 Tender is prepared in accordance with organisational policy and procedures

5.2 Required details are addressed and client requirements met in preparing tender response

5.3 Tender is submitted within required timeframe

5.4 Organisational recordkeeping requirements for tender responses are met

6. Review tender process

6.1 Changes and variations to the tender are negotiated to meet the needs of the client and the organisation in accordance with contractual arrangements, organisational policy, procedure and delegated authority

6.2 Tender response, outcome and preparation process are evaluated using feedback from a range of stakeholders and the results are used to improve subsequent quotations

This section describes the essential skills and knowledge and their level, required for this unit.

Skill requirements

Look for evidence that confirms skills in:

applying legislation, policy and guidelines

using numeracy in selecting and applying mathematical concepts, estimating, checking reasonableness of results

using a range of mathematical language to communicate mathematical information

managing financial and other resources

using literacy for oral and written clarification of issues and for negotiating variations and changes with clients

using required language and style for writtensubmissions

using technical and other vocabulary

networking strategically with clients, suppliers and stakeholders

evaluating and reviewing information

responding to diversity, including gender and disability

Knowledge requirements

Look for evidence that confirms knowledge and understanding of:

State/Territory or Commonwealth legislation and guidelines that apply to selling government services locally, nationally and internationally

organisational guidelines, policies and practices

financial accountability requirements

legal requirements of selling government services

implications of different contracting agreements

whole-of-life considerations

delegations

approval processes

range of evaluation methods

tender management processes

equal employment opportunity, equity and diversity principles

public sector legislation such as occupational health and safety and environment in the context of developing tender responses

The Evidence Guide specifies the evidence required to demonstrate achievement in the unit of competency as a whole. It must be read in conjunction with the Unit descriptor, Performance Criteria, the Range Statement and the Assessment Guidelines for the Public Sector Training Package.

Units to be assessed together

Pre-requisite unitsthat must be achieved prior to this unit:Nil

Co-requisite unitsthat must be assessed with this unit:Nil

Co-assessed units that may be assessed with this unit to increase the efficiency and realism of the assessment process include, but are not limited to:

PSPETHC601B Maintain and enhance confidence in public service

PSPGOV601B Apply government systems

PSPGOV602B Establish and maintain strategic networks

PSPGOV605A Persuade and influence opinion

PSPLEGN601B Manage compliance with legislation in the public sector

PSPMNGT602B Manage resources

PSPMNGT608B Manage risk

PSPMNGT609B Formulate business strategies

PSPMNGT610A Manage public sector financial resources

PSPMNGT613A Develop partnering arrangements

PSPPM601B Direct complex project activities

Overview of evidence requirements

In addition to integrated demonstration of the elements and their related performance criteria, look for evidence that confirms:

the knowledge requirements of this unit

the skill requirements of this unit

application of Employability Skills as they relate to this unit

development of tender submission responses in a range of (3 or more) contexts (or occasions, over time)

Resources required to carry out assessment

These resources include:

legislation, policy, procedures and protocols relating to development of tender responses

case studies and workplace scenarios to capture the range of situations likely to be encountered when developing tender submission responses

Where and how to assess evidence

Valid assessment of this unit requires:

a workplace environment or one that closely resembles normal work practice and replicates the range of conditions likely to be encountered when developing tender submission responses, including coping with difficulties, irregularities and breakdowns in routine

development of tender submission responses in a range of (3 or more) contexts (or occasions, over time)

Assessment methods should reflect workplace demands, such as literacy, and the needs of particular groups, such as:

people with disabilities

people from culturally and linguistically diverse backgrounds

Aboriginal and Torres Strait Islander people

women

young people

older people

people in rural and remote locations.

Assessment methods suitable for valid and reliable assessment of this competency may include, but are not limited to, a combination of 2 or more of:

case studies

portfolios

projects

questioning

scenarios

authenticated evidence from the workplace and/or training courses

For consistency of assessment

Evidence must be gathered over time in a range of contexts to ensure the person can achieve the unit outcome and apply the competency in different situations or environments

The Range Statement provides information about the context in which the unit of competency is carried out. The variables cater for differences between States and Territories and the Commonwealth, and between organisations and workplaces. They allow for different work requirements, work practices and knowledge. The Range Statement also provides a focus for assessment. It relates to the unit as a whole. Text in italics in the Performance Criteria is explained here.

Business unit may refer to

a program

sub-program

cost centre

area

division

branch

production unit or section located within the organisation

Business case may be in the form of

memo

report

email (for electronic signature)

letter

formal business case format

Tender may include

expression of interest

request for proposal

request for offer

request for tender

Legislation, policy and procedures may include

State/Territory and Commonwealth legislation and regulations such as:

public sector management acts

privacy legislation

freedom of information

equal employment opportunity, anti-discrimination and harassment legislation

employment legislation

occupational health and safety legislation.

ethics and accountability standards

public sector standards

organisational policy, procedures and protocols

international legislation/codes of behaviour

enterprise bargaining agreements

award conditions/requirements

strategic and business plans

delegation guidelines

Services quoted may include

electronic

computerised

bureau services

procedural systems

training

mechanical

Clients may include

private sector organisations

Commonwealth, State/Territory or Local Government organisations

intra-agency units

Stakeholders may include

all those individuals and groups both inside and outside the organisation that have some direct interest in the organisation's behaviour, actions, products and services, including:

employees at all levels of the organisation

clients

other public sector organisations

union and association representatives

boards of management

government

Ministers

Working in Government

This unit contains employability skills.