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.

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.

Cross-Sector

Marketing and Public Relations