Assessor Resource

CPCCBC4013A
Prepare and evaluate tender documentation

Assessment tool

Version 1.0
Issue Date: April 2024


This unit of competency supports the needs of builders, estimators and managers in the building and construction industry who have a responsibility to evaluate and prepare tenders for residential and commercial projects.

This unit of competency specifies the outcomes required to evaluate contract specifications and information and to prepare tender documents associated with projects in the building and construction industries.

Knowledge of tender preparation and interpretation of project demands and requirements and the capability to bring together a body of diverse information are essential. How to find the information and present it in a manner that meets organisational needs in short timeframes is important, as is the ability to manage time effectively.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Prerequisites

Nil


Co-Requisites

Nil


Employability Skills

This unit contains employability skills.




Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

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

This unit of competency could be assessed by the preparation of complete tender documentation for a construction contract.

This unit of competency can be assessed in the workplace or a close simulation of the workplace environment, provided that simulated or project-based assessment techniques fully replicate construction workplace conditions, materials, activities, responsibilities and procedures.

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

A person who demonstrates competency in this unit must be able to provide evidence of the ability to:

identify requirements of selected contracts for tender

gather detailed information effectively

check documentation and calculations in short timeframes

produce documentation that meets the quality standards established by the organisation

communicate effectively, both verbally and in writing.

Context of and specific resources for assessment

This competency is to be assessed using standard and authorised work practices, safety requirements and environmental constraints.

Assessment of essential underpinning knowledge will usually be conducted in an off-site context.

Assessment is to comply with relevant regulatory or Australian standards' requirements.

Resource implications for assessment include:

documentation that should normally be available in a building, construction or civil contracting office

relevant codes, standards and government regulations

office equipment, including calculators, photocopiers and telephone systems

computers with appropriate software to view 2-D CAD drawings, run costing programs and print copies

a technical reference library with current publications on measurement, design, building construction and manufacturers' product literature

a suitable work area appropriate to the construction process.

Reasonable adjustments for people with disabilities must be made to assessment processes where required. This could include access to modified equipment and other physical resources, and the provision of appropriate assessment support.

Method of assessment

Assessment methods must:

satisfy the endorsed Assessment Guidelines of the Construction, Plumbing and Services Training Package

include direct observation of tasks in real or simulated work conditions, with questioning to confirm the ability to consistently identify and correctly interpret the essential underpinning knowledge required for practical application

reinforce the integration of employability skills with workplace tasks and job roles

confirm that competency is verified and able to be transferred to other circumstances and environments.

Validity and sufficiency of evidence requires that:

competency will need to be demonstrated over a period of time reflecting the scope of the role and the practical requirements of the workplace

where the assessment is part of a structured learning experience the evidence collected must relate to a number of performances assessed at different points in time and separated by further learning and practice, with a decision on competency only taken at the point when the assessor has complete confidence in the person's demonstrated ability and applied knowledge

all assessment that is part of a structured learning experience must include a combination of direct, indirect and supplementary evidence.

Assessment processes and techniques should as far as is practical take into account the language, literacy and numeracy capacity of the candidate in relation to the competency being assessed.

Supplementary evidence of competency may be obtained from relevant authenticated documentation from third parties, such as existing supervisors, team leaders or specialist training staff.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Required skills

Required skills for this unit are:

calculate material quantities and costs

calculate labour hours and costs

communication skills to:

consult with industry professionals

enable clear and direct communication, using questioning to identify and confirm requirements, share information, listen and understand

read and interpret:

tender documentation

other relevant workplace documentation

use language and concepts appropriate to cultural differences

use and interpret non-verbal communication

written skills to produce required documentation to company standards

estimate labour and materials costs from written information

numeracy skills to calculate labour hours and costs and material quantities and costs

use appropriate costing software programs.

Required knowledge

Required knowledge for this unit is:

operations and structure of the organisation's costing and contracting system

state or territory building and construction codes, standards and government regulations relevant to the form of building or construction being undertaken

types of building, construction or civil contracting drawings and specifications

types, scope and usage of labour through the employee and subcontractor systems.

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 documents include:

cost schedules

details of specialist resources

details of specific terms and conditions to be included and excluded in relation to contracts

estimated timeframes

human resource details, including known subcontractors

materials specifications

plans and drawings

site layout information.

Risks include:

breaches of contract

circumstances, such as:

delivery delays that delay project completion

subsequent delays in progress payments

labour shortages

weather

disputes over payments

exposure through clauses that work against the organisation

failure to adequately anticipate labour or materials costs

inappropriate funding levels and funding shortfalls

industrial disputes through misunderstandings or overt action

risk of default or non-performance of key players.

Supporting documentation includes:

artist's impressions

documentation processes required by building information modelling (BIM)

organisational information

product information

promotional materials

reports or findings beneficial to the organisation.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Contracts are selected according to company policy. 
Tender documents for the selected contracts are evaluated, and risks to be considered when preparing the tender are identified. 
All information necessary for preparing the tender is identified and obtained. 
Company procedures and instructions are followed in the preparation of the tender. 
Information and supporting documentation required to support the tender are accurately identified and selected. 
Vital information, drawings, specifications or other supporting documents are attached to the tender documentation as required. 
Preliminary evaluation of completed tender documentation is conducted. 
Tender documents and calculations are checked to ensure conformity with company financial and administrative guidelines. 
Tender documentation is provided to the appropriate staff member for approval or endorsement. 
Final documents, including amendments, are prepared for submission to the client. 

Forms

Assessment Cover Sheet

CPCCBC4013A - Prepare and evaluate tender documentation
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

CPCCBC4013A - Prepare and evaluate tender documentation

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: