Assessor Resource

CPPBDN8005
Manage the tendering and construction process for a client

Assessment tool

Version 1.0
Issue Date: April 2024


This unit of competency specifies the outcomes required to oversee the development of tenders and the subsequent awarding and management of contracts for the completion of a building project on behalf of a client. The effective, efficient and transparent awarding and management of external contracts are required, together with the technical skills to ensure the building is constructed on time, to budget and to specification. The need for high levels of communication, negotiation and problem-solving skills together with a detailed understanding of the construction and quality control processes are required for effective performance in this unit.

The unit supports the management of the tendering, contract and building process following the completion of the design function for projects, including construction Type A buildings as defined in the Building Code of Australia (BCA)section of the National Construction Code (NCC). These projects are of three storeys or more for Class 2, 3 and 9 buildings, and of four storeys or more for Class 5, 6, 7 and 8 buildings. Refer to the BCA section of the NCC to confirm current definitions. Large and complex building design projects may be new buildings, alterations and additions, and conversions of residential, commercial, industrial or public buildings. The unit applies to building designers who scope and manage the initiation and planning of design projects.

Licensing, legislative, regulatory or certification requirements apply to this unit of competency in some States. Relevant state and territory regulatory authorities should be consulted to confirm those requirements.

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


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.

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions.

1.

Prepare a tender on behalf of client.

1.1.

Client is consulted to negotiate the budget and costs to the client for services provided by the building designer.

1.2.

Form of building contract is determined suitable for size and level of the project being undertaken.

1.3.

Client is consulted to determine the budget, timeframe and related parameters for the letting of a tender to complete the construction of the project.

1.4.

Client expectations of role, level of serviceand project outcomes to be provided by building designer are discussed and negotiated.

1.5.

Tender is prepared that addresses requirements for the build.

1.6.

Legal advice is sought to finalise preparation of tender.

1.7.

Tender is let with steps put in place to secure a competitive number of responses.

2.

Oversee the selection of the contractor.

2.1.

Tender submissions are reviewed against predetermined evaluation criteria.

2.2.

Advice is provided to client regarding strengths and weaknesses of the various tender bids.

2.3.

Costing advice is sought as required from a quantity surveyor or other professional.

2.4.

Professional advice is provided to client to conclude negotiations with preferred contractor.

3.

Manage completion of building project.

3.1.

Contracted builder is consulted to establish business relationships and processes for monitoring construction completion within required timeframe.

3.2.

Constraints and potential risks of project are monitored and managed to ensure best outcomes for client.

3.3.

Routine monitoring of project progress is undertaken to ensure quality and timeliness of the build.

3.4.

Clarification of project plans and specifications is provided to the builder as required.

3.5.

Changes to plans and specifications are undertaken with the consent of the client as project progresses.

4.

Manage completion of contract.

4.1.

Costs associated with completion of project are monitored and reported to client in a timely manner.

4.2.

Progress and other agreed payments are authorised according to performance requirements of contract.

4.3.

Variations to contract are proposed to client as required and negotiated with builder.

4.4.

Disputes or concerns regarding quality, cost or timeliness of project completion are investigated, negotiated and mediated as required.

4.5.

Legal, accounting or other professional advice is sought in order to ensure client’s best interests are protected during completion of contract.

4.6.

Reporting requirements are met during the conduct of the project.

4.7.

Steps to finalise contract are taken according to contract requirements.

5.

Finalise building project.

5.1.

Correction of identified building defects is negotiated with builder.

5.2.

Corrective actions to address defects are monitored and reported to client.

5.3.

Final inspection of building is made and report is prepared for client.

A person demonstrating competency in this unit must satisfy the requirements of the elements, performance criteria, foundation skills and range of conditions of this unit.

The person must develop tender documentation to support at least two different construction Type A building design projects for:

one building design project of three storeys or more for a Class 2, 3 or 9 building

one building design project of four storeys or more for a Class 5, 6, 7 or 8 building.

In doing the above, the person must:

evaluate tender submissions for at least two large and complex projects, including one construction Type A building design project

document the management of at least two contracts.

A person demonstrating competency in this unit must demonstrate knowledge of:

building methods and material to:

monitor progress and quality of work

negotiate variations to contract

business processes and requirements relating to above projects that support contract management, including professional indemnity insurance

compliance requirements that apply to the two projects specified in the performance evidence, including:

Australian standards

Building Code of Australia (BCA) deemed-to-satisfy (DTS) and alternative solution requirements

environmental and sustainability requirements, including:

energy efficiency

fire resistance, including resistance to bushfire attack

Building Acts

legislation

planning restrictions

regulatory limitations

scope of authority and procedures for implementation of:

contract administration

contract management

organisational resource requirements to undertake large and complex projects

regulatory requirements that may limit the contract management role

risk management processes

tender selection processes.

The following must be present and available to learners during assessment activities:

equipment:

computer with internet access and business software currently used in drafting, architectural and building design practice

telephone

contingencies:

one instance of defective work

specifications:

BCA and Australian standards

legislation, regulations, codes and other compliance documentation relating to each building design project specified in the performance evidence

information from two clients sufficient to prepare requests for tender or similar information for the two Type A projects specified in the performance evidence

relationship with client:

liaison with the client is required.

Timeframe:

according to client specifications.

Assessor requirements

As a minimum, assessors must satisfy the assessor requirements in the Standards for Registered Training Organisations (RTOs) current at the time of assessment.

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.

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions.

1.

Prepare a tender on behalf of client.

1.1.

Client is consulted to negotiate the budget and costs to the client for services provided by the building designer.

1.2.

Form of building contract is determined suitable for size and level of the project being undertaken.

1.3.

Client is consulted to determine the budget, timeframe and related parameters for the letting of a tender to complete the construction of the project.

1.4.

Client expectations of role, level of serviceand project outcomes to be provided by building designer are discussed and negotiated.

1.5.

Tender is prepared that addresses requirements for the build.

1.6.

Legal advice is sought to finalise preparation of tender.

1.7.

Tender is let with steps put in place to secure a competitive number of responses.

2.

Oversee the selection of the contractor.

2.1.

Tender submissions are reviewed against predetermined evaluation criteria.

2.2.

Advice is provided to client regarding strengths and weaknesses of the various tender bids.

2.3.

Costing advice is sought as required from a quantity surveyor or other professional.

2.4.

Professional advice is provided to client to conclude negotiations with preferred contractor.

3.

Manage completion of building project.

3.1.

Contracted builder is consulted to establish business relationships and processes for monitoring construction completion within required timeframe.

3.2.

Constraints and potential risks of project are monitored and managed to ensure best outcomes for client.

3.3.

Routine monitoring of project progress is undertaken to ensure quality and timeliness of the build.

3.4.

Clarification of project plans and specifications is provided to the builder as required.

3.5.

Changes to plans and specifications are undertaken with the consent of the client as project progresses.

4.

Manage completion of contract.

4.1.

Costs associated with completion of project are monitored and reported to client in a timely manner.

4.2.

Progress and other agreed payments are authorised according to performance requirements of contract.

4.3.

Variations to contract are proposed to client as required and negotiated with builder.

4.4.

Disputes or concerns regarding quality, cost or timeliness of project completion are investigated, negotiated and mediated as required.

4.5.

Legal, accounting or other professional advice is sought in order to ensure client’s best interests are protected during completion of contract.

4.6.

Reporting requirements are met during the conduct of the project.

4.7.

Steps to finalise contract are taken according to contract requirements.

5.

Finalise building project.

5.1.

Correction of identified building defects is negotiated with builder.

5.2.

Corrective actions to address defects are monitored and reported to client.

5.3.

Final inspection of building is made and report is prepared for client.

This section specifies 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. Bold italicised wording, if used in the performance criteria, is detailed below.

Budget and costs must include:

business administration and management costs

business insurances, including professional indemnity insurance

professional fees to lawyers and accountants

staff salaries and associated on-costs

subcontractor costs

technology costs.

Role and level of servicemust include:

authorisation of progress payments

conduct of regular site visits

participation in regular project meetings

management of the entire project

negotiation with builder on behalf of client

performance of defect checks and final acceptance of the build

provision of advice within agreed limits.

Professional advicemust include that provided by at least one of the following:

accountant

lawyer

planning consultant

quantity surveyor.

Constraints and potential risks that must be considered include:

defects due to poor workmanship

difficulties inherent to site

difficulties associated with nature or complexity of project itself

work health and safety (WHS)

reliance on gaining input from external professionals in a timely manner

requirement to operate within a complex and rigid regulatory and compliance system

time delays due to weather, or material or service availability.

A person demonstrating competency in this unit must satisfy the requirements of the elements, performance criteria, foundation skills and range of conditions of this unit.

The person must develop tender documentation to support at least two different construction Type A building design projects for:

one building design project of three storeys or more for a Class 2, 3 or 9 building

one building design project of four storeys or more for a Class 5, 6, 7 or 8 building.

In doing the above, the person must:

evaluate tender submissions for at least two large and complex projects, including one construction Type A building design project

document the management of at least two contracts.

A person demonstrating competency in this unit must demonstrate knowledge of:

building methods and material to:

monitor progress and quality of work

negotiate variations to contract

business processes and requirements relating to above projects that support contract management, including professional indemnity insurance

compliance requirements that apply to the two projects specified in the performance evidence, including:

Australian standards

Building Code of Australia (BCA) deemed-to-satisfy (DTS) and alternative solution requirements

environmental and sustainability requirements, including:

energy efficiency

fire resistance, including resistance to bushfire attack

Building Acts

legislation

planning restrictions

regulatory limitations

scope of authority and procedures for implementation of:

contract administration

contract management

organisational resource requirements to undertake large and complex projects

regulatory requirements that may limit the contract management role

risk management processes

tender selection processes.

The following must be present and available to learners during assessment activities:

equipment:

computer with internet access and business software currently used in drafting, architectural and building design practice

telephone

contingencies:

one instance of defective work

specifications:

BCA and Australian standards

legislation, regulations, codes and other compliance documentation relating to each building design project specified in the performance evidence

information from two clients sufficient to prepare requests for tender or similar information for the two Type A projects specified in the performance evidence

relationship with client:

liaison with the client is required.

Timeframe:

according to client specifications.

Assessor requirements

As a minimum, assessors must satisfy the assessor requirements in the Standards for Registered Training Organisations (RTOs) current at the time of assessment.

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
Client is consulted to negotiate the budget and costs to the client for services provided by the building designer. 
Form of building contract is determined suitable for size and level of the project being undertaken. 
Client is consulted to determine the budget, timeframe and related parameters for the letting of a tender to complete the construction of the project. 
Client expectations of role, level of serviceand project outcomes to be provided by building designer are discussed and negotiated. 
Tender is prepared that addresses requirements for the build. 
Legal advice is sought to finalise preparation of tender. 
Tender is let with steps put in place to secure a competitive number of responses. 
Tender submissions are reviewed against predetermined evaluation criteria. 
Advice is provided to client regarding strengths and weaknesses of the various tender bids. 
Costing advice is sought as required from a quantity surveyor or other professional. 
Professional advice is provided to client to conclude negotiations with preferred contractor. 
Contracted builder is consulted to establish business relationships and processes for monitoring construction completion within required timeframe. 
Constraints and potential risks of project are monitored and managed to ensure best outcomes for client. 
Routine monitoring of project progress is undertaken to ensure quality and timeliness of the build. 
Clarification of project plans and specifications is provided to the builder as required. 
Changes to plans and specifications are undertaken with the consent of the client as project progresses. 
Costs associated with completion of project are monitored and reported to client in a timely manner. 
Progress and other agreed payments are authorised according to performance requirements of contract. 
Variations to contract are proposed to client as required and negotiated with builder. 
Disputes or concerns regarding quality, cost or timeliness of project completion are investigated, negotiated and mediated as required. 
Legal, accounting or other professional advice is sought in order to ensure client’s best interests are protected during completion of contract. 
Reporting requirements are met during the conduct of the project. 
Steps to finalise contract are taken according to contract requirements. 
Correction of identified building defects is negotiated with builder. 
Corrective actions to address defects are monitored and reported to client. 
Final inspection of building is made and report is prepared for client. 

Forms

Assessment Cover Sheet

CPPBDN8005 - Manage the tendering and construction process for a client
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

CPPBDN8005 - Manage the tendering and construction process for a client

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: