Assessor Resource

PRMWM31B
Prepare detailed tender

Assessment tool

Version 1.0
Issue Date: May 2024


Not Applicable

This unit of competency describes the process of preparing a detailed tender. It requires the ability to determine system requirements, estimate costs, and document and confirm quotations with clients. Competency also requires a knowledge of communication and problem-solving techniques to promote customer confidence. These work functions would be carried out under limited supervision within organisational guidelines.

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

Prerequisites

Not Applicable


Employability Skills

Not Applicable




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.

Critical aspects of competency

Correctly identifies all client waste management requirements.

Correctly identifies all tendering criteria and conditions.

Correctly assesses ability to provide service and of viability of tendering.

Accurately determines prices and estimates for service, labour, equipment, materials and other relevant items.

Ensures availability of equipment/materials.

Preparation of a detailed budget.

Makes allowances for contingencies

Provides full details of service provision

Discusses service options, where possible, to enable amendments prior to tender submission.

Presents tender professionally, explains all details and allows questions and discussion.

Obtains agreement on tender submission, where appropriate.

Knowledge needed to achieve the performance criteria

Knowledge and understanding are essential to apply this unit in the workplace, to transfer the skills to other contexts, and to deal with unplanned events. The knowledge requirements for this unit are listed below.

Basic services offered.

Basic requirements for service provision.

Company pricing schedules.

Presentation standards.

Legislative and company pricing policy and procedures.

Relevant industry standards and codes of conduct.

Problem-solving strategies.

Organisational and client confidentiality requirements.

Recording procedures and documentation requirements and processes.

Duty of care in provision of services.

Relevant industry standards.

OHS and other relevant legislation.

OHS hierarchy of control.

Specific skills needed to achieve the performance criteria

To achieve the performance criteria, some complementary skills are required. These are:

communication including liaison, customer service, negotiating, report writing, consultation, interpersonal, gaining feedback, giving information, presenting to a group

observation

coordination

project management

numerical calculations including time, measurements, quantities

personal computer operation

safe and efficient work practices

methodical organisation of work

time management.

Other units of competency that could be assessed with this unit

This unit could be assessed on its own or in combination with other competencies relevant to the job function, for example:

PRMWM30B Determine waste management services

PRMWM55B Provide quotation

BSBMGT503A Prepare budgets and financial plans

BSBSBM404A Undertake business planning.

Resources required to assess this unit

The following resources should be available:

tender document and requirements

client file and requirements for review

service costs

unit prices of equipment, materials, labour upon which to make estimate

standard company quotation pro forma

case studies

calculator/computer

relevant codes of practice.

Gaining evidence to assess this unit

For valid and reliable assessment of this unit, the competency should be demonstrated over a period of time and be observed by the assessor (or assessment team working together to conduct the assessment). The competency is to be demonstrated in a range of situations, which may include customer/workplace interruptions and involvement in related activities normally experienced in the workplace.

Evidence of competency is best obtained by observing activities in this field and reviewing the preparation of a detailed tender. If this is not practicable, observations in realistic simulated environments may be substituted.

Consistency in performance

Assessment requires that the plan meets the objectives of the client and that it complies with industry expectations in the particular client environment. If the environment is narrowly defined or is not representative of industry needs, it may be necessary to refer to portfolio case studies of a variety of waste requirements to assess competency in the preparation of a detailed tender.

Oral questioning or written assessment and hypothetical situations (scenarios) may be used to assess underpinning knowledge. (In assessment situations where the candidate is offered a preference between oral questioning and written audit, questions are to be identical.)

Supplementary evidence may be obtained from relevant authenticated correspondence from existing supervisors, team leaders or specialist training staff.

Note: All practical demonstrations must adhere to the safety and environmental regulations relevant to each state or territory.

Key competency levels

There are a number of processes that are learnt throughout work and life that are required in all jobs. They are fundamental processes and generally transferable to other work functions. Some of these are covered by the key competencies, although others may be added.

Information below highlights how these processes are applied in this competency standard.

1

Perform the process

2

Perform and administer the process

3

Perform, administer and design the process

How can communication of ideas and information be applied?

3

Document waste management service accounts and tender and organise by record or report for analysis.

How can information be collected, analysed and organised?

2

Gather and analyse waste management services information and alternative options to possibly present to the client for consideration.

How are activities planned and organised?

2

Plan and organise activities to monitor and provide feedback throughout the tender process to evaluate effectiveness of tender.

How can teamwork be applied?

2

Work effectively with relevant personnel to meet client requirements within designated timeframes.

How can the use of mathematical ideas and techniques be applied?

3

Correctly apply mathematical techniques to estimate resource requirements and plan and schedule work tasks.

How can problem-solving skills be applied?

2

Analyse factors that may affect meeting client requirements and detail contingencies.

How can the use of technology be applied?

2

Use technology to communicate, schedule, source and document 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.

Refer to Evidence Guide

The range statement links the required knowledge and organisational and technical requirements to the workplace context. It describes any contextual variables that will be used or encountered when applying the competency in work situations. It allows for different work practices and work and knowledge requirements as well as for differences between organisations and workplaces. The following variables may be present for this particular unit.

Assessment of ability to provide waste management service includes but is not limited to:

availability of equipment and supplies

financial considerations

number of personnel

other projects

skills required for provision of service

tender criteria and conditions

time constraints.

Client/company includes all forms of business enterprises in this context including government agencies, local governments/councils, private and public companies, and residents/ratepayers

Contingencies typically include:

building progress

cash flow

competencies

disputes

insurance

restricted site access

time penalties

transport

weather and environmental conditions.

Organisational/company requirements are found in:

access and equity policy, principles and practice

business and performance plans

client and company confidentiality requirements

client service standards

defined resource parameters

duty of care, code of conduct, code of ethics

emergency and evacuation procedures

induction documentation

insurance policy agreements

legal and organisational policy and procedures including personnel practices and guidelines

OHS policies, procedures and programs

operations manuals

organisational goals, objectives, plans, systems and processes

policies and procedures relating to own role, responsibility and delegation

quality and continuous improvement processes and standards

records and information systems and processes

training materials

verbal or written instructions.

Organisation's rate schedules include labour rates, standard disposal costs, standard equipment costs, standard materials costs, standard service costs and standard unit costs.

Performance of this unit is carried out in accordance with relevant requirements of the following:

Australian Standards

environmental regulations

legislative requirements

manufacturers' specifications

organisational procedures

relevant state/territory regulations.

Submission requirements include:

client requirements

drawings

format and layout

legal compliance

photographs

response to all tender clauses

submission date

tender conditions and criteria.

Tendering criteria and conditions typically include:

eligibility for submission of tender

interview

listing of client requirements

meeting or presentation of tender

special requirements

submission date

tender document format.

Viability includes consideration of:

competition in tendering process

cost of tender preparation

likely profit

prospect of winning the tender

time constraints.

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
Identify client waste management service requirements including OHS issues 
Identify specific tendering criteria and conditions to ensure submission conforms to tender requirements 
Make assessment of the ability to provide the waste management service in accordance with tender requirements and conditions 
Assess viability of tendering for the provision of the waste management service 
Apply organisation's rate schedules and/or industry-based labour rates and conditions to establish costing where appropriate, according to organisational policy and procedures 
Obtain quotations from external suppliers to ensure fair comparisons between suppliers 
Confirm availability of labour, equipment, materials and other relevant items according to organisational requirements 
Identify factors which may affect meeting client requirements through site inspection and make allowances for contingencies based on findings 
Review all information to ensure accuracy and prepare detailed budget according to organisational and submission requirements 
Prepare tender using clear and concise language to explain benefits and rationale for security system/services, in accordance with organisational standards relating to style and format 
Check tender for accuracy to ensure it clearly documents client waste management requirements and reflects submission requirements 
Contact client, where possible prior to submission of tender, to discuss waste management requirements and make any necessary amendments according to organisational policy and procedures 
Lodge tender with client within designated timeframe and store a copy in accordance with organisational requirements 
Outline waste management service/benefits in a professional manner that allows the client opportunities for questions, when required 
Confirm written agreement to tender submission by both parties without delay and in accordance with legal and organisational procedures 
Seek details on outcomes of tender submission and review process to identify areas for improvement to support future tendering procedures and processes 
Update relevant documentation accurately and promptly and store in accordance with organisational procedures 

Forms

Assessment Cover Sheet

PRMWM31B - Prepare detailed tender
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

PRMWM31B - Prepare detailed tender

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: