This unit applies in any industry context where bids and proposals to stage events are developed. It has particular relevance in the cultural, hospitality, sporting and tourism sectors, but also relates to event managers working across many other business and community contexts. Other individuals who commonly undertake this role are venue managers, marketing managers or local or regional tourism managers.

A complex event comprising multiple components must involve:

need for a comprehensive and multifaceted event plan

need for a formal internal or external communications strategy

dedicated and diverse event budget

multiple administrative and operational components

a wide range of stakeholders

an event operations team.

Development of event proposals and bids at this level requires the application of business writing as well as document and bid presentation skills, combined with sound knowledge of the event management process and the particular context for the staging of a given event. The unit is broad in focus to capture the application of skills in an event context and does not include advanced writing or visual communication skills.

Depending on the event context and scope, specialists (e.g.graphic designers) are often employed to undertake particular aspects of proposal preparation.

Nil

ELEMENT

PERFORMANCE CRITERIA

1

Interpret event brief.

1.1

Accurately interpret and assess event brief in terms of organisation's capacity to meet the stated requirements.

1.2

Evaluate and plan action required for development of the proposal or bid.

1.3

Undertake liaison with the client to clarify requirements where appropriate.

2

Develop proposal or bid details.

2.1

Research and develop details and options for inclusion in the proposal or bid after consultation with suppliers and other relevant agencies.

2.2

Assess current and emerging factors and trends for impact on bid preparation.

2.3

Identify and integrate appropriate current and emerging technology into proposal.

2.4

Seek support for the proposal or bid from relevant individuals and agencies.

2.5

Evaluate possible competitors and develop strategies to address competitive issues.

3

Develop proposal or bid materials.

3.1

Prepare proposal or bid materials within the designated timelines according to requirements of the brief.

3.2

Assess the need for expert assistance and organise the involvement of appropriate specialists.

3.3

Present materials in a format that maximises the use of presentation and promotional techniques.

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

The following skills must be assessed as part of this unit:

critical thinking skills to assess, evaluate and develop options to address potentially complex event requirements

literacy skills to interpret and develop complex documents

numeracy skills to estimate costs, test different financial scenarios and present costs and quotations for event staging.

The following knowledge must be assessed as part of this unit:

components to be included in event proposals and bids and product knowledge in relation to those components for different types of events

networks and interrelationships of different industry sectors and organisations and their impact on the development of event proposals and bids in a given industry context

event management logistical and operational factors that impact on proposal and bid development and proposed approaches

risk management issues to be considered in formulation of event proposals and bids

environmental impacts and minimal impact practices to be considered in formulation of event proposals and bids for particular event sites

sources of specialist advice and expertise for the development of proposal and bid materials

presentation techniques for proposal and bid materials, including current technology options.

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

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

ability to undertake the proposal or bidding process for a specific complex event, including effective assessment of the brief, coordination of all details and resources to meet the proposal or bid requirements, and professional presentation of proposal or bid materials and documents

knowledge of typical proposal or bid requirements and formats

development of a proposal or bid for a specific complex event in a competitive bidding environment.

Context of and specific resources for assessment

Assessment must ensure:

involvement of multiple individuals or agencies in the bid process

liaison with the client and potential suppliers.

Methods of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

project to bid for an event being staged within a college or local community

case studies to assess knowledge of the components required for inclusion in different types of bids and proposals

review of portfolios of evidence and third-party workplace reports of on-the-job performance by the candidate.

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.

Assessing employability skills

Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors. How these skills are applied varies between occupations and qualifications due to the different work functions and contexts.

Employability skills embedded in this unit should be assessed holistically with other relevant units that make up the skill set or qualification and in the context of the job role.

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 in the performance criteria is detailed below.

Details and options for inclusion in the proposal or bid may include information on:

general concepts and themes

business program

social program

costs which ensure profitability of the bid proponent

travel and touring arrangements

accommodation

entertainment

staging

special features

sample promotional materials

references and details of other successful undertakings

organisational information, including structure and personnel

support statements, information from other organisations

approach to environmental impacts and issues

proposals relating to use of technology

risk management approaches

potential negative environmental impacts and proposed minimal impact practices for the event and particular site.

Current and emerging factors and trends may relate to:

overall industry context

sponsoring organisation objectives

sustainability

information from other similar events

competitor activity

emerging technologies

new product and service options.

Relevant individuals and agencies may include:

high profile individuals

sponsors

local businesses

community agencies

government agencies

statutory authorities.

Proposal or bid materials may include:

text documents

electronic presentations

videotapes, DVDs or other multimedia options

props

other promotional items.

Appropriate specialists may include:

artists

graphic designers

multimedia specialists

photographers

professional writers.

Sector

Cross-Sector

Event Management

The required outcomes described in this unit of competency contain applicable facets of employability skills. The Employability Skills Summary of the qualification in which this unit is packaged will assist in identifying employability skills requirements.