PSPPCM005 - Develop and distribute requests for offers
Assessor Resource
PSPPCM005 Develop and distribute requests for offers
Assessment tool
Version 1.0 Issue Date: April 2024
This unit describes the skills required to develop and disseminate a request for offers to fulfil procurement requirements. It includes specifying the requirement, developing the formal request for offer documents and developing the offer evaluation plan.
This unit applies to those working as public sector staff required to develop and distribute requests for offers.
The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.
Those undertaking this unit would work under supervision, while performing complex tasks in familiar context.
No licensing, legislative or certification requirements apply to unit at the time of publication.
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
PERFORMANCE CRITERIA
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 section.
1. Specify procurement requirement
1.1 Undertake scoping of requirement to identify outcomes, objectives and practical requirements.
1.2 Prepare statement of requirement.
1.3 Consider needs of clients, end users and other stakeholders and incorporate into statement of requirement.
1.4 Ensure procurement outcome is fair to, and achievable by, potential providers.
1.5 Specify planned provider contract arrangements, standards of performance and codes of practice, incentives, disincentives and performance measures.
2. Develop request for offers
2.1 Develop and clarify request for offers and contractual conditions suitable for procurement activity with clients, providers and/or experts as necessary.
2.2 Develop and clarify contractual conditions suitable for procurement activity with clients, providers and/or experts as necessary.
2.3 Obtain input on content of request for offer documents and proposed contractual conditions from market according to probity requirement of impartiality when possible and appropriate.
2.4 Obtain approvals to approach marketplace.
2.5 Maintain records relating to documenting request, and seeking, processing and closing offers.
3. Manage offer evaluation plan
3.1 Develop and document offer evaluation plan, including criteria for evaluation and approve prior to releasing formal request documentation to the market.
3.2 Arrange specialist expertise to evaluate offers and membership of evaluation panel if required.
3.3 Ensure offer evaluation plan complies with probity requirements, in particular impartiality and management of conflict of interest.
4. Manage distribution and receipt of offers
4.1 Disseminate request for offers.
4.2 Clarify information in the request for offer as required.
4.3 Disseminate requests for offers and closing offers in line with probity issues.
4.4 Deal with late offers and non-conforming bids.
Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.
consulting with stakeholders, specialists and providers
reading complex documents
applying probity requirements in specifying and developing requests for offers, providing briefings and information, and receiving offers
managing the release of documents to stakeholders
learning skills to keep up-to-date with relevant procurement legislation, policies and procedures
Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.
Commonwealth, state or territory, and local government legislation, policies, practices and guidelines: relating to requests for offers, including environmental purchasing and corporate social responsibility guidance
organisational procurement policies, practices and approval processes
probity principles and issues
codes of conduct, codes of practice and standards of individual behaviour relating to developing and receiving requests for offers
issues to be considered when developing requests for offers, including things like buying locally, and open or restricted opportunities to tender
aspects of law of contract, laws of tort, trade practices law, commercial law and other legislation relating to requests for offers
This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.
Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.
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
PERFORMANCE CRITERIA
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 section.
1. Specify procurement requirement
1.1 Undertake scoping of requirement to identify outcomes, objectives and practical requirements.
1.2 Prepare statement of requirement.
1.3 Consider needs of clients, end users and other stakeholders and incorporate into statement of requirement.
1.4 Ensure procurement outcome is fair to, and achievable by, potential providers.
1.5 Specify planned provider contract arrangements, standards of performance and codes of practice, incentives, disincentives and performance measures.
2. Develop request for offers
2.1 Develop and clarify request for offers and contractual conditions suitable for procurement activity with clients, providers and/or experts as necessary.
2.2 Develop and clarify contractual conditions suitable for procurement activity with clients, providers and/or experts as necessary.
2.3 Obtain input on content of request for offer documents and proposed contractual conditions from market according to probity requirement of impartiality when possible and appropriate.
2.4 Obtain approvals to approach marketplace.
2.5 Maintain records relating to documenting request, and seeking, processing and closing offers.
3. Manage offer evaluation plan
3.1 Develop and document offer evaluation plan, including criteria for evaluation and approve prior to releasing formal request documentation to the market.
3.2 Arrange specialist expertise to evaluate offers and membership of evaluation panel if required.
3.3 Ensure offer evaluation plan complies with probity requirements, in particular impartiality and management of conflict of interest.
4. Manage distribution and receipt of offers
4.1 Disseminate request for offers.
4.2 Clarify information in the request for offer as required.
4.3 Disseminate requests for offers and closing offers in line with probity issues.
4.4 Deal with late offers and non-conforming bids.
Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.
consulting with stakeholders, specialists and providers
reading complex documents
applying probity requirements in specifying and developing requests for offers, providing briefings and information, and receiving offers
managing the release of documents to stakeholders
learning skills to keep up-to-date with relevant procurement legislation, policies and procedures
Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.
Commonwealth, state or territory, and local government legislation, policies, practices and guidelines: relating to requests for offers, including environmental purchasing and corporate social responsibility guidance
organisational procurement policies, practices and approval processes
probity principles and issues
codes of conduct, codes of practice and standards of individual behaviour relating to developing and receiving requests for offers
issues to be considered when developing requests for offers, including things like buying locally, and open or restricted opportunities to tender
aspects of law of contract, laws of tort, trade practices law, commercial law and other legislation relating to requests for offers
This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.
Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.
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
Undertake scoping of requirement to identify outcomes, objectives and practical requirements.
Prepare statement of requirement.
Consider needs of clients, end users and other stakeholders and incorporate into statement of requirement.
Ensure procurement outcome is fair to, and achievable by, potential providers.
Specify planned provider contract arrangements, standards of performance and codes of practice, incentives, disincentives and performance measures.
Develop and clarify request for offers and contractual conditions suitable for procurement activity with clients, providers and/or experts as necessary.
Develop and clarify contractual conditions suitable for procurement activity with clients, providers and/or experts as necessary.
Obtain input on content of request for offer documents and proposed contractual conditions from market according to probity requirement of impartiality when possible and appropriate.
Obtain approvals to approach marketplace.
Maintain records relating to documenting request, and seeking, processing and closing offers.
Develop and document offer evaluation plan, including criteria for evaluation and approve prior to releasing formal request documentation to the market.
Arrange specialist expertise to evaluate offers and membership of evaluation panel if required.
Ensure offer evaluation plan complies with probity requirements, in particular impartiality and management of conflict of interest.
Disseminate request for offers.
Clarify information in the request for offer as required.
Disseminate requests for offers and closing offers in line with probity issues.
Deal with late offers and non-conforming bids.
Undertake scoping of requirement to identify outcomes, objectives and practical requirements.
Prepare statement of requirement.
Consider needs of clients, end users and other stakeholders and incorporate into statement of requirement.
Ensure procurement outcome is fair to, and achievable by, potential providers.
Specify planned provider contract arrangements, standards of performance and codes of practice, incentives, disincentives and performance measures.
Develop and clarify request for offers and contractual conditions suitable for procurement activity with clients, providers and/or experts as necessary.
Develop and clarify contractual conditions suitable for procurement activity with clients, providers and/or experts as necessary.
Obtain input on content of request for offer documents and proposed contractual conditions from market according to probity requirement of impartiality when possible and appropriate.
Obtain approvals to approach marketplace.
Maintain records relating to documenting request, and seeking, processing and closing offers.
Develop and document offer evaluation plan, including criteria for evaluation and approve prior to releasing formal request documentation to the market.
Arrange specialist expertise to evaluate offers and membership of evaluation panel if required.
Ensure offer evaluation plan complies with probity requirements, in particular impartiality and management of conflict of interest.
Disseminate request for offers.
Clarify information in the request for offer as required.
Disseminate requests for offers and closing offers in line with probity issues.
Deal with late offers and non-conforming bids.
Forms
Assessment Cover Sheet
PSPPCM005 - Develop and distribute requests for offers
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Assessment Record Sheet
PSPPCM005 - Develop and distribute requests for offers
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