CPPWMT5031A
Prepare detailed tenders

This unit of competency specifies the outcomes required to prepare a detailed tender. It requires the ability to determine system requirements, estimate costs, and document and confirm proposals and quotations with clients. It requires the ability to detail services and make group presentations.

Application

This unit of competency supports individuals with responsibilities for client negotiations to calculate labour and material costs. It includes proposing services that add to the development of operational procedures, with the assistance of expert advice.


Prerequisites

Not applicable.


Elements and Performance Criteria

1

Analyse tender requirements.

1.1

Client waste management service requirements are identified, including occupational health and safety (OHS) issues.

1.2

Specific tender criteria and conditions are identified to ensure submission satisfies requirements.

2

Determine ability to meet tender requirements and conditions.

2.1

Assessment of ability to provide waste management service is made according to tender requirements and legislation and codes.

2.2

Viability of tendering for provision of waste management service is assessed.

3

Estimate costs.

3.1

Organisation’s rate schedules, industry-based labour rates and conditions to establish costing are assessed according to organisational policy and procedures.

3.2

Quotations are obtained from external suppliers to ensure fair comparisons between suppliers.

3.3

Availability of labour, equipment, materials and other relevant items is confirmed according to organisational requirements and organisational procedures.

3.4

Factors that may affect client requirements are identified by conducting a site inspection, and allowances are made for contingencies based on findings.

3.5

Accuracy of information is reviewed and detailed budget is prepared according to organisational and submission requirements.

4

Prepare tender submission.

4.1

Tender is prepared using clear and concise language to explain benefits and rationale, according to organisational standards for style and format.

4.2

Tender is checked for accuracy to ensure it clearly documents client waste management requirements and reflects submission requirements.

4.3

Client is contacted, where possible prior to submission of tender, to discuss waste management requirements and make necessary amendments according to organisational policy and procedures.

4.4

Tender is lodged with client within designated timeframe and a copy is stored according to organisational requirements.

5

Complete tender submission process.

5.1

When required, waste management service and benefits are outlined in a professional manner that allows the client opportunities for questions.

5.2

Written agreement to tender submission is confirmed by both parties without delay and according to legal and organisational procedures.

5.3

Details on outcomes of tender submission and review process are sought to identify areas for improvement to support future tendering procedures and processes.

5.4

Records are updated promptly and stored according to organisational procedures.

Required Skills

Required skills

analytical skills to:

analyse waste practices

analyse previous proposals for a historical context

outline possible benefits and outcomes from proposed services

incorporate nature and significance of waste minimisation hierarchy

technology skills to use:

computers

software, such as:

word processing

spreadsheets

management skills to:

coordinate problem solving

organise work methodically

interpret tender requirements

observe waste management practices, and determine and document needs

identify hazards and risks

use information technology to complete tasks

work to deadlines

numeracy skills to:

calculate costs against service

analyse financial information

reading skills to interpret:

plans

documents

organisational procedures

tender criteria and conditions

oral communication skills to:

provide customer service

consult with client

ask questions

provide information

listen actively

seek feedback

negotiate proposed service details when required

present tender

written communication skills to:

address tender selection criteria

prepare an accurate and complete tender submission

critical thinking skills to prepare waste management tender, identifying:

resource needs

proposal requirements in relation to:

waste types, streams and characteristics

hazardous waste

unanticipated waste

Required knowledge

financial policy and procedures, including:

organisational pricing schedules and procedures

industry regulations, standards and codes of conduct

sources of credit status information

OHS requirements relating to:

potential hazards and risks

OHS hierarchy of control

quality procedures regarding:

best practice in waste management

previous similar tender proposals

benefits and outcomes from proposed services

nature and significance of waste minimisation hierarchy

waste management operational knowledge of:

waste types, streams and characteristics

waste non-conformances

unanticipated waste

waste non-conformance procedures

waste management provision, including:

client requirements

duty of care

industry regulations

organisational and client confidentiality requirements

procedures and documentation requirements and processes

reporting requirements

waste containment

waste disposal and recovery routes

waste management business options

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.

Overview of assessment

This unit of competency could be assessed by demonstration of detailed tender preparation.

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 the required skills and knowledge specified in this unit.

In particular the person should demonstrate the ability to:

identify waste management services

estimate a return on profit for the provision of waste management service

prepare an accurate tender for client that provides full details of services.

Context of and specific resources for assessment

Assessment of essential underpinning knowledge may be conducted in an off-site context. It is to comply with relevant regulatory or Australian standards’ requirements.

Resource implications for assessment include:

work plans and approved specifications

forms and procedures manuals.

Method of assessment

The tender proposal must comply 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 to assess competency in the development of a tender proposal.

Assessment methods must:

satisfy the endorsed Assessment Guidelines of the Property Services Training Package

include direct observation of tasks in real or simulated work conditions, with questioning to confirm the ability to consistently identify and correctly interpret the essential underpinning knowledge required for practical application

reinforce the integration of employability skills with workplace tasks and job roles

confirm that competency is verified and able to be transferred to other circumstances and environments.

Guidance information for assessment

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

Assessment processes and techniques should as far as is practical take into account the language, literacy and numeracy capacity of the candidate in relation to the competency being assessed.

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

CPPWMT4030A Determine waste management services

CPPWMT4055A Develop waste management proposals

CPPWMT5036A Develop waste management plans.


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.

Client may include:

all forms of business enterprises in this context, including:

government agencies

internal customers

local governments and councils

private and public companies

residents and ratepayers.

Tender criteria and conditions typically include:

eligibility for submission of tender

interview or meeting to present tender

listing of requirements

special requirements

submission date

format of tender document.

Assessment of ability to provide waste management service may include:

availability of equipment and supplies

financial considerations

innovative approach

meeting tender requirements

number of personnel

other projects conducted

referee report or testimonials

time constraints

skills and experience required for provision of services

environmental assessment.

Legislation and codes may include:

codes, including:

Australian Code for the Transport of Dangerous Goods by Road and Rail

industry

commonwealth, state and territory legislation, including:

anti-discrimination

environmental protection

equal employment opportunity

freedom of information

industrial

OHS

trade practices

road laws.

Viability may include considering:

competition in tender process

cost of tender preparation

likely profit if successful tenderer

time constraints.

Organisation’s rate schedules may include:

labour rates

standard disposal costs

standard equipment costs

standard materials costs

standard service costs

standard unit costs.

Organisational requirements may include information found in:

briefing papers

job sheets

letters

memos

operations manuals

policy and procedures documents

quality assurance documents

site development plans

tender and contract documents

training materials

verbal or written instructions

work procedures.

Organisational procedures may be found in:

access and equity policy, principles and practice

business performance plans

client and organisational confidentiality requirements

client service standards

code of conduct policies

code of ethics policies

duty of care materials

duty statement

induction documentation

insurance policy agreements

legal and organisational policies and procedures

organisational:

goals

objectives

plans

processes

systems

personnel practices guidelines

quality and continuous improvement processes and standards

records and information systems and processes.

Contingencies may include:

building progress

cash flow

competencies

disputes

insurances

restricted site access

time penalties

transport

weather and environmental conditions.

Submission requirements may include:

addressing client requirements

calculating costs

clear presentation:

drawings

format and layout

competitive price quotation, incorporating:

organisational return on profit requirements

competitor rates

legal compliance

providing a clear description of services to be provided, including:

equipment

labour

materials

special requirements

timeline analysis.

Waste management requirements may include:

collecting waste

composting

controlling and managing litter and illegal dumping

environmental assessment

landfill

land rehabilitation

mulching

processing waste

recycling

resource recovery

removing rubbish

sorting waste

transporting waste

waste assessment

waste audit

waste collection

waste disposal and treatment:

garden

hard

hazardous – regulated, prescribed, quarantined, medical and clinical

liquid (non-hazardous), e.g. chemical and aqueous

medical

putrescibles

recoverable resources, e.g. recyclable and green waste

solid (non-hazardous)e.g. construction and demolition

waste education.

Records may include:

information on labour and service costs

industry trends

range of waste management services

housekeeping undertaken.


Sectors

Waste Management


Employability Skills

This unit contains employability skills.


Licensing Information

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.