- LGACOM409A - Prepare tender documentation
Assessor Resource
LGACOM409A
Prepare tender documentation
Assessment tool
Version 1.0
Issue Date: June 2024
This unit supports the attainment of skills and knowledge required for competent workplace performance in councils of all sizes. Knowledge of the legislation and regulations within which councils must operate is essential. The unique nature of councils, as a tier of government directed by elected members and reflecting the needs of local communities, must be appropriately reflected.
This unit covers the scoping of contract services, the preparation of tender documentation and the calling for tenders.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)
Prerequisites
Prerequisite Unit/s
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.
Overview of assessment requirements | A person who demonstrates competency in this unit will be able to perform the outcomes described in the Elements to the required performance level detailed in the Performance Criteria. The knowledge and skill requirements described in the Range Statement must also be demonstrated. For example, knowledge of the legislative framework and safe work practices that underpin the performance of the unit are also required to be demonstrated. |
Critical aspects of evidence to be considered | Contract authorisation process is undertaken. Appropriate advertisement is placed. Required specifications are produced. Conditions of contract are produced. Industry standard conditions of contract are applied. Confidentiality and probity are observed for both in-house bids and/or external tenders. |
Context of assessment | On the job or in a simulated work environment. |
Relationship to other units(prerequisite or co-requisite units) | Prerequisite units: nil. Co-requisite units: nil. |
Method of assessment | The following assessment methods are suggested: observation of the learner performing a range of workplace tasks over sufficient time to demonstrate handling of a range of contingencies written and/or oral questioning to assess knowledge and understanding completion of workplace documentation third-party reports from experienced practitioners completion of self-paced learning materials including personal reflection and feedback from trainer, coach or supervisor. |
Evidence required for demonstration of consistent performance | Evidence will need to be gathered over time across a range of variables. |
Resource implications | Access to a workplace or simulated case study that provides the following resources: relevant council policies and procedures national competition policy information. |
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.
This describes the essential skills and knowledge and their level, required for this unit |
Required Skills |
report and specification writing qualitative and quantitative research analytical consultation with relevant personnel specification interpretation negotiation with relevant internal and external people observation of protocol and probity policies. |
Required Knowledge |
relevant council policies, procedures and codes of conduct sustainability practices quality assurance systems relevant Australian and industry standards statutory and council tender requirements contractual processes industrial agreements statutory council requirements tendering codes of practice national competition policy. |
Hidden text |
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. | |
Services may include: | works function provision community expectations. |
Parameters may include: | budget range council resources level of risk council policies, such as 'buy local'. |
Tendering methodology may include: | lump sum unit rate partnership services process. |
Tendering method may include: | expression of interest public tender invitation verbal written in-house bid select tender. |
Preparation of tender documentation may include: | Preparation of tender documentation may include: |
Advertisement may include: | newspaper in-house trade magazines according to council policy. |
Legislative requirements may include: | WorkCover risk management occupational health and safety sustainability equal employment opportunity sexual harassment public liability professional indemnity evidence of insurance cover quality assurance. |
Tender documents may include: | general conditions special clauses technical conditions standard specifications code of tendering statutory declaration evaluation criteria drawings implementation plan legislative amendments legal endorsement. |
Comparative statement may include: | matrix data criteria compliance score. |
Formalisation may include: | contract signing procedure preliminary deposits. |
Evaluation may include: | previous projects verification of quality accreditation capacity capability risk security service. |
Hidden text |
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 |
---|---|---|---|
Scope of the services is confirmed and reviewed to ensure parameters meet current requirements. | |||
Statutory and council requirements are identified to determine available options. | |||
Detailed parameters are specified to enable a complete brief to be prepared. | |||
The extent of the contract package is determined. | |||
Area to be contracted is examined. | |||
Contract options are identified and analysed. | |||
Benefits, costs and opportunities of each option are identified. | |||
Appropriate contract option is selected. | |||
Complete and detailed service specifications are prepared consistent with council policy and Australian standards and based on service profile and review. | |||
Legislative, environmental, sustainability practices, occupational health and safety and risk management requirements are applied. | |||
Quality assurance methods are applied to the preparation of service specifications. | |||
Service specifications are prepared in consultation with relevant staff that complement required outcomes. | |||
Details on methods, standards, materials, products, contractors and performance period are provided by quality service specifications, as applicable. | |||
A tender review panel or team is selected from appropriate personnel. | |||
Criteria are established based on the specifications, product and service required. | |||
Criteria are written clearly to enable bids to be compared. | |||
Criteria are ranked against council procedures. | |||
Tender documents are prepared clearly and concisely. | |||
Tender documents are prepared that enable competitive pricing of products. | |||
Tender documents are designed to enable valid comparisons between tenders received. | |||
Invitations are prepared based on the type of tendering method used. | |||
Source list is prepared according to council procedures. | |||
Advertisement is prepared and placed according to the tender method. |
Forms
Assessment Cover Sheet
LGACOM409A - Prepare 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
LGACOM409A - Prepare 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: