Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

LGACOM409A Mapping and Delivery Guide
Prepare tender documentation

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency LGACOM409A - Prepare tender documentation
Description This unit covers the scoping of contract services, the preparation of tender documentation and the calling for tenders.
Employability Skills This unit contains employability skills.
Learning Outcomes and Application 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.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites Prerequisite Unit/s
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Identify the extent and nature of services to be contracted
  • 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.
       
Element: Select appropriate method for tender
  • 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.
       
Element: Prepare tender specifications according to council and Australian standards
  • 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.
       
Element: Prepare evaluation criteria
  • 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.
       
Element: Prepare tender document
  • 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.
       
Element: Invite tenders
  • 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.
       


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, assignment, 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: