Assessor Resource

SITXMPR008
Prepare and present proposals

Assessment tool

Version 1.0
Issue Date: March 2024


This unit describes the performance outcomes, skills and knowledge required to prepare and present tenders, proposals or bids either as a response to a tender brief or as a proposal created and offered. It requires the ability to analyse client tender specifications or needs, determine organisational ability to meet those requirements, and to prepare and present information that is relevant to client criteria or needs.

The unit applies to all tourism, travel, hospitality and event sectors and the tender proposal or bid may be for a one-off occasion, a series of occasions, or for an extended contract to deliver products and services.

It applies to senior personnel who operate independently or with limited guidance from others and who are responsible for making a range of financial and operational decisions.

No occupational licensing, certification or specific legislative requirements apply to this 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.

1. Analyse tender requirements and organisational capacity to meet them.

1.1.Analyse tender brief, product specifications and needs.

1.2.Seek clarification of product and service requirements from organisation requesting or requiring the tender.

1.3.Complete assessment of organisational capacity to provide products and services.

1.4.Determine viability and, if progressing to a proposal or bid, a plan of action for submission.

2. Develop details for inclusion in proposal.

2.1.Seek assistance to prepare proposal or bid, and coordinate input.

2.2.Prepare budget for providing products and services.

2.3.Develop quotation for products or services to be provided.

2.4.Consider competitor pricing structure and make reasonable cost adjustments to ensure price-competitive quote.

2.5.Collect and collate operational information for analysis and inclusion in proposal.

2.6.Develop specifications for products and services to be provided.

2.7.Access and prepare supporting information for inclusion in proposal or bid.

2.8.Seek support for proposal or bid from relevant individuals and agencies.

3. Prepare written proposal.

3.1.Present clear and comprehensive information relevant to client tender criteria and needs.

3.2.Incorporate all supporting information.

3.3.Present materials according to organisational style preferences in format that maximises use of strategic and creative techniques, and promotes the organisation.

3.4.Evaluate finished proposal, make any required adjustments, and obtain approval to submit if necessary.

4. Submit proposal and seek feedback.

4.1.Lodge all proposal materials at designated location and within designated deadlines.

4.2.Maintain copies of tender documents according to organisational procedures.

4.3.Provide additional information as requested.

4.4.See feedback on tender outcomes to inform future proposals.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

prepare one proposal for a product and one proposal for a service, each of which responds to tender specifications or client needs, and includes:

capacity of organisation to produce product or provide service

organisation’s management structure and services

policies, procedures and practices to be managed as part of tender

product or service specifications

resources that will be used and associated supplier, supply and cost specifications

special, technical, new or hired equipment required to produce product or provide service

transport requirements and costs

comply with the following criteria when preparing each of the above proposals:

eligibility criteria for submission

formatting requirements

lodgement specifications

tender specifications

questions to be answered

effectively analyse client tender brief, specifications and needs in relation to each of the above proposals and confirm viability before proceeding

present professional and creative proposals that:

promote the organisation

meet commercial time constraints.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

specific industry sector:

formats for and inclusions of tender proposals or bids

presentation techniques for proposal and bid materials and current technology options

role and nature of tender, proposal or bid processes

sources of specialist advice and expertise for developing proposals and bid materials

specific organisation:

full details of organisational products, services and facilities

operational requirements and production logistics for delivering the products and services subject to tender, proposal or bid

sources of costs for products, services and fees

sources of organisational information to be included in tender proposals

standards of presentation and contents of style guides

factors that impact organisational capacity to meet a tender:

budgetary constraints outlined in the tender brief

compliance with regulations

diversification from products and services currently offered

geographic constraints

likely profit

other conflicting projects

resource capacity of organisation to provide scope of products and services

risk assessment of providing the products and services

factors to assess in determining viability to meet tender requirements:

ability to meet lodgement deadline

ability to meet tender criteria and provide full information required

competition and prospect of winning the tender

cost of preparing tender

supporting materials for bids and proposals:

awards won by the organisation

copies of:

business registration

industry accreditations

insurance policies

licences

membership of organisations

qualifications

details of current client base

organisational and individual employee profiles

photographs of current or previous products and services

plans, drawings and job specifications

product and service manuals

references and details of other successful undertakings

sample promotional materials

samples of work

structure of organisation

testimonials

methods to manage intellectual property of product and service concepts

features and functions of presentation software packages used to prepare professional and comprehensive tender information.

Skills must be demonstrated in a tourism, hospitality or events environment where tenders, proposals or bids are prepared. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to: computers, printers and software programs currently used to prepare proposals:

organisational templates:

budgets

proposals

product or service specifications

tender briefs and specifications for products and services

financial and operational data used to prepare tenders

customers seeking services via a tender process and team members from whom to seek input on proposal preparation; these can be:

those in an industry workplace who are assisted by the individual during the assessment process; or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment operated within a training organisation.

Assessors must satisfy the Standards for Registered Training Organisations’ 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.

1. Analyse tender requirements and organisational capacity to meet them.

1.1.Analyse tender brief, product specifications and needs.

1.2.Seek clarification of product and service requirements from organisation requesting or requiring the tender.

1.3.Complete assessment of organisational capacity to provide products and services.

1.4.Determine viability and, if progressing to a proposal or bid, a plan of action for submission.

2. Develop details for inclusion in proposal.

2.1.Seek assistance to prepare proposal or bid, and coordinate input.

2.2.Prepare budget for providing products and services.

2.3.Develop quotation for products or services to be provided.

2.4.Consider competitor pricing structure and make reasonable cost adjustments to ensure price-competitive quote.

2.5.Collect and collate operational information for analysis and inclusion in proposal.

2.6.Develop specifications for products and services to be provided.

2.7.Access and prepare supporting information for inclusion in proposal or bid.

2.8.Seek support for proposal or bid from relevant individuals and agencies.

3. Prepare written proposal.

3.1.Present clear and comprehensive information relevant to client tender criteria and needs.

3.2.Incorporate all supporting information.

3.3.Present materials according to organisational style preferences in format that maximises use of strategic and creative techniques, and promotes the organisation.

3.4.Evaluate finished proposal, make any required adjustments, and obtain approval to submit if necessary.

4. Submit proposal and seek feedback.

4.1.Lodge all proposal materials at designated location and within designated deadlines.

4.2.Maintain copies of tender documents according to organisational procedures.

4.3.Provide additional information as requested.

4.4.See feedback on tender outcomes to inform future proposals.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

prepare one proposal for a product and one proposal for a service, each of which responds to tender specifications or client needs, and includes:

capacity of organisation to produce product or provide service

organisation’s management structure and services

policies, procedures and practices to be managed as part of tender

product or service specifications

resources that will be used and associated supplier, supply and cost specifications

special, technical, new or hired equipment required to produce product or provide service

transport requirements and costs

comply with the following criteria when preparing each of the above proposals:

eligibility criteria for submission

formatting requirements

lodgement specifications

tender specifications

questions to be answered

effectively analyse client tender brief, specifications and needs in relation to each of the above proposals and confirm viability before proceeding

present professional and creative proposals that:

promote the organisation

meet commercial time constraints.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

specific industry sector:

formats for and inclusions of tender proposals or bids

presentation techniques for proposal and bid materials and current technology options

role and nature of tender, proposal or bid processes

sources of specialist advice and expertise for developing proposals and bid materials

specific organisation:

full details of organisational products, services and facilities

operational requirements and production logistics for delivering the products and services subject to tender, proposal or bid

sources of costs for products, services and fees

sources of organisational information to be included in tender proposals

standards of presentation and contents of style guides

factors that impact organisational capacity to meet a tender:

budgetary constraints outlined in the tender brief

compliance with regulations

diversification from products and services currently offered

geographic constraints

likely profit

other conflicting projects

resource capacity of organisation to provide scope of products and services

risk assessment of providing the products and services

factors to assess in determining viability to meet tender requirements:

ability to meet lodgement deadline

ability to meet tender criteria and provide full information required

competition and prospect of winning the tender

cost of preparing tender

supporting materials for bids and proposals:

awards won by the organisation

copies of:

business registration

industry accreditations

insurance policies

licences

membership of organisations

qualifications

details of current client base

organisational and individual employee profiles

photographs of current or previous products and services

plans, drawings and job specifications

product and service manuals

references and details of other successful undertakings

sample promotional materials

samples of work

structure of organisation

testimonials

methods to manage intellectual property of product and service concepts

features and functions of presentation software packages used to prepare professional and comprehensive tender information.

Skills must be demonstrated in a tourism, hospitality or events environment where tenders, proposals or bids are prepared. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to: computers, printers and software programs currently used to prepare proposals:

organisational templates:

budgets

proposals

product or service specifications

tender briefs and specifications for products and services

financial and operational data used to prepare tenders

customers seeking services via a tender process and team members from whom to seek input on proposal preparation; these can be:

those in an industry workplace who are assisted by the individual during the assessment process; or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment operated within a training organisation.

Assessors must satisfy the Standards for Registered Training Organisations’ 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
Analyse tender brief, product specifications and needs. 
Seek clarification of product and service requirements from organisation requesting or requiring the tender. 
Complete assessment of organisational capacity to provide products and services. 
Determine viability and, if progressing to a proposal or bid, a plan of action for submission. 
Seek assistance to prepare proposal or bid, and coordinate input. 
Prepare budget for providing products and services. 
Develop quotation for products or services to be provided. 
Consider competitor pricing structure and make reasonable cost adjustments to ensure price-competitive quote. 
Collect and collate operational information for analysis and inclusion in proposal. 
Develop specifications for products and services to be provided. 
Access and prepare supporting information for inclusion in proposal or bid. 
Seek support for proposal or bid from relevant individuals and agencies. 
Present clear and comprehensive information relevant to client tender criteria and needs. 
Incorporate all supporting information. 
Present materials according to organisational style preferences in format that maximises use of strategic and creative techniques, and promotes the organisation. 
Evaluate finished proposal, make any required adjustments, and obtain approval to submit if necessary. 
Lodge all proposal materials at designated location and within designated deadlines. 
Maintain copies of tender documents according to organisational procedures. 
Provide additional information as requested. 
See feedback on tender outcomes to inform future proposals. 

Forms

Assessment Cover Sheet

SITXMPR008 - Prepare and present proposals
Assessment task 1: [title]

Student name:

Student ID:

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

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Result: Competent Not yet competent

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Assessment Record Sheet

SITXMPR008 - Prepare and present proposals

Student name:

Student ID:

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

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Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

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