CPPSEC4008A
Prepare a detailed tender

This unit of competency specifies the outcomes required to prepare and process a tender submission. It requires the ability to interpret and assess tender specifications, estimate and cost resource requirements, and prepare and lodge the final tender submission within designated timelines. This unit may form part of the licensing requirements for persons engaged in security-related tender activities in those states and territories where these are regulated activities.

Application

This unit of competency has application in those work roles involving the management of tender documentation. Competency requires legal and operational knowledge applicable to relevant sectors of the security industry. The knowledge and skills described in this unit are to be applied within relevant legislative and organisational guidelines.


Prerequisites

Not Applicable


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

1Assess tender requirements.

1.1 Tender specifications and other relevant information are obtained and assessed to determine tender requirements.

1.2 Tender criteria and conditions are identified and reviewed.

1.3 Viability to provide security requirements is assessed and evaluated in accordance with organisational procedures.

1.4 Risk assessment is conducted on anticipated outcomes in accordance with organisational and legislative requirements.

1.5 Occupational Health and Safety (OHS) and other relevant organisational and legislative requirements are identified and allowed for within the parameters of the tender requirements.

1.6 Appropriate interpersonal techniques are used to facilitate an effective exchange of information with relevant persons.

2Develop tender content.

2.1 Project timelines, stages, activities and deliverables are defined and documented to meet tender requirements.

2.2 Resource and capacity requirements are assessed and documented.

2.3 Organisational rate schedules are applied to establish costings and estimations are detailed in the required format.

2.4 All information is thoroughly reviewed to ensure accuracy and a detailed budget is prepared.

2.5 Factors which may affect fulfilling tender requirements are identified and allowances for contingencies are made.

2.6 Assistance in addressing tender requirements is sought as required from relevant persons.

3Prepare tender submission.

3.1 Business technology is used to prepare and present tender submission in the required style and format.

3.2 Tender submission addresses tender requirements and specific criteria and conditions using clear and concise language.

3.3 Tender submission is checked for accuracy and disseminated to relevant persons for review in accordance with organisational procedures.

3.4 Tender submission is lodged within designated timelines.

3.5 Feedback is sought on outcomes of tender submission and process is reviewed to identify areas for improvement to support future tendering procedures and processes.

3.6 Relevant documentation is completed and securely maintained in accordance with organisational procedures.

Required Skills

This section describes the skills and knowledge and their level required for this unit.

Required skills

apply reasoning and logical analysis to make decisions and solve problems

assess and determine tender requirements

calculate time, measurements and quantities

coaching and mentoring to provide support to colleagues

communicate effectively in both verbal and written modes

comply with applicable legislative and regulatory requirements

comply with tender criteria and conditions

conduct a risk assessment on anticipated project outcomes

conduct qualitative and quantitative research

develop a detailed budget

estimate and cost resources

evaluate tender requirements to determine project requirements

evaluate viability to provide security goods and services to undertake the project

facilitate feedback

monitor and analyse submission progress and review outcomes

negotiate, mediate and resolve conflicts

observe protocol and probity policies

plan and schedule activities

prepare and process tender submissions

prepare tender submissions using clear and concise language in required formats

prioritise tasks and schedules

provide written reports and documentation

read and interpret relevant information including plans, designs and specifications

relate to persons from different social and cultural backgrounds and of varying physical and mental abilities

use appropriate business technology to research and compile information

work within agreed timeframes and budgetary constraints

write reports.

Required knowledge

access and deployment mechanisms to ensure optimal economy and efficiency in the use of human, physical and financial resources

client privacy and confidentiality requirements

conflict resolution techniques

contingency planning

cultural protocols and systems

formal and informal meeting processes

national competition policy

operational budget and resource planning processes

operational principles of security and business technology equipment and systems

organisational pricing schedules, policies and procedures

organisational procedures and standards and corporate goals and objectives

principles of effective communication

problem-solving strategies

quality assurance systems

security and risk assessment techniques

security issues and classifications

tender layout, format and presentation methods

tendering codes of practice.

Evidence Required

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

A person who demonstrates competency in this unit must be able to provide evidence of:

calculating costs and estimating resource requirements for inclusion in a detailed budget

collaborating with relevant persons to receive and incorporate feedback on tender submission

complying with applicable legislative and regulatory requirements including codes of practice

identifying factors through risk analysis that may affect anticipated project outcomes and making appropriate allowances for contingencies

identifying personal limitations in assessing tender requirements and requesting appropriate assistance

interpreting tender specifications to accurately identify resource requirements

locating and assessing information to establish tender requirements

planning tender activities to match timeframe and budget constraints

using appropriate communication and interpersonal techniques to clarify and confirm tender requirements

using appropriate technology to prepare tender documentation.

Context of and specific resources for assessment

Context of assessment includes:

a setting in the workplace or environment that simulates the conditions of performance described in the elements, performance criteria and range statement.

Resource implications for assessment include:

access to plain English version of relevant statutes and procedures

access to a registered provider of assessment services

access to a suitable venue and equipment

assessment instruments including personal planner and assessment record book

work schedules, organisational policies and duty statements.

Reasonable adjustments must be made to assessment processes where required for people with disabilities. This could include access to modified equipment and other physical resources, and the provision of appropriate assessment support.

Method of assessment

This unit of competency could be assessed using the following methods of assessment:

observation of processes and procedures

questioning of underpinning knowledge and skills.

Guidance information for assessment

Assessment processes and techniques must be culturally appropriate and suitable to the language, literacy and numeracy capacity of the candidate and the competency being assessed. In all cases where practical assessment is used, it should be combined with targeted questioning to assess the underpinning knowledge.

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

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


Range Statement

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, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Tender may be:

in-house

negotiated

open

selective.

Tender specificationsmay detail:

client requirements

identification of deliverables

insurance requirements

legal requirements

performance standards

project management

project scope

proposed activities to be undertaken

quality assurance

resource requirements eg human and physical

specific requirements

stakeholder involvement

time and cost parameters.

Relevant informationmay include:

client details

contract documentation

details of security goods and services to be provided

organisational cost schedules

tender details.

Tender requirementsmay include:

compliance with tender criteria and conditions

format and layout

legal compliance

response to all tender clauses

submission date.

Tendercriteria and conditionsmay relate to:

eligibility for submission of tender which may include:

interview, meeting or presentation of tender

selection criteria and weightings

special requirements

submission date

tender document format.

Viability may include consideration of:

available resources, equipment and supplies

client requirements

competition

compliance with regulations

cost of tender preparation and processing

financial considerations

geographic constraints

likely profit

other projects

prospect of winning the tender

skills required for the provision of services

time constraints.

Security requirements may relate to the provision of:

security equipment and systems

access control systems

audible and visual warning devices

cameras and monitors

commercial and residential alarm systems

detection devices

electric and mechanical fire safety and fire locking systems

electronic locks and locking systems

electronic readers

electronic screen equipment

intercoms and control panels

security doors and door controls

specialised access control systems eg biometrics

security services

close personal protection

crowd control

escorting

guarding

patrolling

screening.

Evaluationmay relate to:

capability

capacity

previous projects

risk

security

service

verification of quality accreditation.

Riskrelates to:

the chance of something happening that will have an impact on objectives.

Risk assessmentmay include:

identifying risks in isolation or as part of a broader risk management strategy and addressing risks such as

damage to property or equipment

environmental landscape

equipment or system failures

financial or economic loss or failure

inability to deliver or meet the timelines if selected

OHS

professional incompetency.

Organisational requirements may relate to:

access and equity policies, principles and practices

business and performance plans

client service standards

code of conduct, code of ethics

communication and reporting procedures

complaint and dispute resolution procedures

emergency and evacuation procedures

employer and employee rights and responsibilities

insurance cover

OHS policies, procedures and programs

own role, responsibility and authority

personal and professional development

privacy and confidentiality of information

quality assurance and continuous improvement processes and standards

resource parameters and procedures

risk management

roles, functions and responsibilities of security personnel

storage and disposal of information.

Legislative requirements may relate to:

Australian standards and quality assurance requirements

general 'duty of care' responsibilities

licensing or certification requirements

privacy and confidentiality

professional indemnity

relevant commonwealth, state and territory legislation, codes and national standards for:

anti-discrimination

cultural and ethnic diversity

environmental issues

equal employment opportunity

industrial relations

OHS

relevant industry codes of practice.

Interpersonal techniques may involve:

active listening

being non-judgemental

being respectful and non-discriminatory

constructive feedback

control of tone of voice and body language

culturally aware and sensitive use of language and concepts

demonstrating flexibility and willingness to negotiate

effective verbal and non-verbal communication

maintaining professionalism

providing sufficient time for questions and responses

reflection and summarising

two-way interaction

use of plain English

use of positive, confident and cooperative language.

Relevant personsmay include:

clients

colleagues

manager

security goods and services suppliers

security personnel

tenderer.

Resources may include:

equipment

financial

human

physical

time.

Capacity may relate to:

facilities

other priorities

personnel expertise

resource availability

time.

Organisationalrate schedulesmay relate to:

award and enterprise agreements

equipment costs

installation costs

labour rates

materials costs

monitoring costs

service costs

unit costs.

Factorsmay relate to:

access to assistance and resources

budget constraints

competing work demands

compliance

contractual requirements

disputes

insurance

technology and equipment breakdowns

time penalties.

Business technologymay include:

computers:

database software applications

email, Internet, intranet

graphical presentation software

printers

project management software

word processing software.

Tender submissionmay detail:

client brief

company information

costs

evaluation criteria

implementation plan

recommended security goods or services

security and risk assessment

service and maintenance information

statutory declaration

terms of trade

timelines

warranty and liability terms and conditions.

Feedbackmay be gained through:

participation in meetings and briefings

recorded observations on progress of activities

regular communication with relevant persons.

Relevant documentationmay include:

client details and records

contract documentation

cost schedules

details of security goods and services

tender documentation.


Sectors

Unit sector

Security


Competency Field

Security and risk management


Employability Skills

This unit contains employability skills.


Licensing Information

Refer to Unit Descriptor