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Evidence Guide: CPPBDN8005 - Manage the tendering and construction process for a client

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

CPPBDN8005 - Manage the tendering and construction process for a client

What evidence can you provide to prove your understanding of each of the following citeria?

Prepare a tender on behalf of client.

  1. Client is consulted to negotiate the budget and costs to the client for services provided by the building designer.
  2. Form of building contract is determined suitable for size and level of the project being undertaken.
  3. Client is consulted to determine the budget, timeframe and related parameters for the letting of a tender to complete the construction of the project.
  4. Client expectations of role, level of serviceand project outcomes to be provided by building designer are discussed and negotiated.
  5. Tender is prepared that addresses requirements for the build.
  6. Legal advice is sought to finalise preparation of tender.
  7. Tender is let with steps put in place to secure a competitive number of responses.
Client is consulted to negotiate the budget and costs to the client for services provided by the building designer.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Form of building contract is determined suitable for size and level of the project being undertaken.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Client is consulted to determine the budget, timeframe and related parameters for the letting of a tender to complete the construction of the project.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Client expectations of role, level of serviceand project outcomes to be provided by building designer are discussed and negotiated.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Tender is prepared that addresses requirements for the build.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Legal advice is sought to finalise preparation of tender.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Tender is let with steps put in place to secure a competitive number of responses.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Oversee the selection of the contractor.

  1. Tender submissions are reviewed against predetermined evaluation criteria.
  2. Advice is provided to client regarding strengths and weaknesses of the various tender bids.
  3. Costing advice is sought as required from a quantity surveyor or other professional.
  4. Professional advice is provided to client to conclude negotiations with preferred contractor.
Tender submissions are reviewed against predetermined evaluation criteria.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Advice is provided to client regarding strengths and weaknesses of the various tender bids.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Costing advice is sought as required from a quantity surveyor or other professional.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Professional advice is provided to client to conclude negotiations with preferred contractor.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage completion of building project.

  1. Contracted builder is consulted to establish business relationships and processes for monitoring construction completion within required timeframe.
  2. Constraints and potential risks of project are monitored and managed to ensure best outcomes for client.
  3. Routine monitoring of project progress is undertaken to ensure quality and timeliness of the build.
  4. Clarification of project plans and specifications is provided to the builder as required.
  5. Changes to plans and specifications are undertaken with the consent of the client as project progresses.
Contracted builder is consulted to establish business relationships and processes for monitoring construction completion within required timeframe.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Constraints and potential risks of project are monitored and managed to ensure best outcomes for client.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Routine monitoring of project progress is undertaken to ensure quality and timeliness of the build.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Clarification of project plans and specifications is provided to the builder as required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Changes to plans and specifications are undertaken with the consent of the client as project progresses.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage completion of contract.

  1. Costs associated with completion of project are monitored and reported to client in a timely manner.
  2. Progress and other agreed payments are authorised according to performance requirements of contract.
  3. Variations to contract are proposed to client as required and negotiated with builder.
  4. Disputes or concerns regarding quality, cost or timeliness of project completion are investigated, negotiated and mediated as required.
  5. Legal, accounting or other professional advice is sought in order to ensure client’s best interests are protected during completion of contract.
  6. Reporting requirements are met during the conduct of the project.
  7. Steps to finalise contract are taken according to contract requirements.
Costs associated with completion of project are monitored and reported to client in a timely manner.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Progress and other agreed payments are authorised according to performance requirements of contract.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Variations to contract are proposed to client as required and negotiated with builder.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Disputes or concerns regarding quality, cost or timeliness of project completion are investigated, negotiated and mediated as required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Legal, accounting or other professional advice is sought in order to ensure client’s best interests are protected during completion of contract.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Reporting requirements are met during the conduct of the project.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Steps to finalise contract are taken according to contract requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Finalise building project.

  1. Correction of identified building defects is negotiated with builder.
  2. Corrective actions to address defects are monitored and reported to client.
  3. Final inspection of building is made and report is prepared for client.
Correction of identified building defects is negotiated with builder.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Corrective actions to address defects are monitored and reported to client.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Final inspection of building is made and report is prepared for client.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions.

1.

Prepare a tender on behalf of client.

1.1.

Client is consulted to negotiate the budget and costs to the client for services provided by the building designer.

1.2.

Form of building contract is determined suitable for size and level of the project being undertaken.

1.3.

Client is consulted to determine the budget, timeframe and related parameters for the letting of a tender to complete the construction of the project.

1.4.

Client expectations of role, level of serviceand project outcomes to be provided by building designer are discussed and negotiated.

1.5.

Tender is prepared that addresses requirements for the build.

1.6.

Legal advice is sought to finalise preparation of tender.

1.7.

Tender is let with steps put in place to secure a competitive number of responses.

2.

Oversee the selection of the contractor.

2.1.

Tender submissions are reviewed against predetermined evaluation criteria.

2.2.

Advice is provided to client regarding strengths and weaknesses of the various tender bids.

2.3.

Costing advice is sought as required from a quantity surveyor or other professional.

2.4.

Professional advice is provided to client to conclude negotiations with preferred contractor.

3.

Manage completion of building project.

3.1.

Contracted builder is consulted to establish business relationships and processes for monitoring construction completion within required timeframe.

3.2.

Constraints and potential risks of project are monitored and managed to ensure best outcomes for client.

3.3.

Routine monitoring of project progress is undertaken to ensure quality and timeliness of the build.

3.4.

Clarification of project plans and specifications is provided to the builder as required.

3.5.

Changes to plans and specifications are undertaken with the consent of the client as project progresses.

4.

Manage completion of contract.

4.1.

Costs associated with completion of project are monitored and reported to client in a timely manner.

4.2.

Progress and other agreed payments are authorised according to performance requirements of contract.

4.3.

Variations to contract are proposed to client as required and negotiated with builder.

4.4.

Disputes or concerns regarding quality, cost or timeliness of project completion are investigated, negotiated and mediated as required.

4.5.

Legal, accounting or other professional advice is sought in order to ensure client’s best interests are protected during completion of contract.

4.6.

Reporting requirements are met during the conduct of the project.

4.7.

Steps to finalise contract are taken according to contract requirements.

5.

Finalise building project.

5.1.

Correction of identified building defects is negotiated with builder.

5.2.

Corrective actions to address defects are monitored and reported to client.

5.3.

Final inspection of building is made and report is prepared for client.

Required Skills and Knowledge

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions.

1.

Prepare a tender on behalf of client.

1.1.

Client is consulted to negotiate the budget and costs to the client for services provided by the building designer.

1.2.

Form of building contract is determined suitable for size and level of the project being undertaken.

1.3.

Client is consulted to determine the budget, timeframe and related parameters for the letting of a tender to complete the construction of the project.

1.4.

Client expectations of role, level of serviceand project outcomes to be provided by building designer are discussed and negotiated.

1.5.

Tender is prepared that addresses requirements for the build.

1.6.

Legal advice is sought to finalise preparation of tender.

1.7.

Tender is let with steps put in place to secure a competitive number of responses.

2.

Oversee the selection of the contractor.

2.1.

Tender submissions are reviewed against predetermined evaluation criteria.

2.2.

Advice is provided to client regarding strengths and weaknesses of the various tender bids.

2.3.

Costing advice is sought as required from a quantity surveyor or other professional.

2.4.

Professional advice is provided to client to conclude negotiations with preferred contractor.

3.

Manage completion of building project.

3.1.

Contracted builder is consulted to establish business relationships and processes for monitoring construction completion within required timeframe.

3.2.

Constraints and potential risks of project are monitored and managed to ensure best outcomes for client.

3.3.

Routine monitoring of project progress is undertaken to ensure quality and timeliness of the build.

3.4.

Clarification of project plans and specifications is provided to the builder as required.

3.5.

Changes to plans and specifications are undertaken with the consent of the client as project progresses.

4.

Manage completion of contract.

4.1.

Costs associated with completion of project are monitored and reported to client in a timely manner.

4.2.

Progress and other agreed payments are authorised according to performance requirements of contract.

4.3.

Variations to contract are proposed to client as required and negotiated with builder.

4.4.

Disputes or concerns regarding quality, cost or timeliness of project completion are investigated, negotiated and mediated as required.

4.5.

Legal, accounting or other professional advice is sought in order to ensure client’s best interests are protected during completion of contract.

4.6.

Reporting requirements are met during the conduct of the project.

4.7.

Steps to finalise contract are taken according to contract requirements.

5.

Finalise building project.

5.1.

Correction of identified building defects is negotiated with builder.

5.2.

Corrective actions to address defects are monitored and reported to client.

5.3.

Final inspection of building is made and report is prepared for client.

A person demonstrating competency in this unit must satisfy the requirements of the elements, performance criteria, foundation skills and range of conditions of this unit.

The person must develop tender documentation to support at least two different construction Type A building design projects for:

one building design project of three storeys or more for a Class 2, 3 or 9 building

one building design project of four storeys or more for a Class 5, 6, 7 or 8 building.

In doing the above, the person must:

evaluate tender submissions for at least two large and complex projects, including one construction Type A building design project

document the management of at least two contracts.

A person demonstrating competency in this unit must demonstrate knowledge of:

building methods and material to:

monitor progress and quality of work

negotiate variations to contract

business processes and requirements relating to above projects that support contract management, including professional indemnity insurance

compliance requirements that apply to the two projects specified in the performance evidence, including:

Australian standards

Building Code of Australia (BCA) deemed-to-satisfy (DTS) and alternative solution requirements

environmental and sustainability requirements, including:

energy efficiency

fire resistance, including resistance to bushfire attack

Building Acts

legislation

planning restrictions

regulatory limitations

scope of authority and procedures for implementation of:

contract administration

contract management

organisational resource requirements to undertake large and complex projects

regulatory requirements that may limit the contract management role

risk management processes

tender selection processes.

Range Statement

This section specifies work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included. Bold italicised wording, if used in the performance criteria, is detailed below.

Budget and costs must include:

business administration and management costs

business insurances, including professional indemnity insurance

professional fees to lawyers and accountants

staff salaries and associated on-costs

subcontractor costs

technology costs.

Role and level of servicemust include:

authorisation of progress payments

conduct of regular site visits

participation in regular project meetings

management of the entire project

negotiation with builder on behalf of client

performance of defect checks and final acceptance of the build

provision of advice within agreed limits.

Professional advicemust include that provided by at least one of the following:

accountant

lawyer

planning consultant

quantity surveyor.

Constraints and potential risks that must be considered include:

defects due to poor workmanship

difficulties inherent to site

difficulties associated with nature or complexity of project itself

work health and safety (WHS)

reliance on gaining input from external professionals in a timely manner

requirement to operate within a complex and rigid regulatory and compliance system

time delays due to weather, or material or service availability.