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Evidence Guide: FPIFGM4210B - Prepare a tender

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

 

FPIFGM4210B - Prepare a tender

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

Identify tender requirements

  1. Applicable occupational health and safety (OHS), environmental, legislative and organisational requirements relevant to preparing a tender are identified and followed
  2. Relevant information and protocols are obtained in line with organisational procedures
  3. Project specifications are identified and job scope defined in line with organisational procedures and environmental requirements
  4. Required resources and capacity are identified and documented in line with organisational procedures
  5. Communication with others is established and maintained in line with organisational requirements
Applicable occupational health and safety (OHS), environmental, legislative and organisational requirements relevant to preparing a tender are identified and followed

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Relevant information and protocols are obtained in line with organisational procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Project specifications are identified and job scope defined in line with organisational procedures and environmental requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Required resources and capacity are identified and documented in line with organisational procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Communication with others is established and maintained in line with organisational requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Complete tender documentation

  1. Tender is prepared in line with project specifications and timeline
  2. Tender information is collated and documented in required format
  3. Tender document is promptly disseminated to appropriate personnel for review and modification in line with organisational procedures
  4. Areas of insufficient detail are identified and corrected in line with organisational procedures
Tender is prepared in line with project specifications and timeline

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Tender information is collated and documented in required format

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Tender document is promptly disseminated to appropriate personnel for review and modification in line with organisational procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Areas of insufficient detail are identified and corrected in line with organisational procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Undertake bid estimation

  1. Bid estimations are detailed in the required format in line with organisational procedures
  2. Work is sequenced in line with project timelines, organisational procedures and environmental requirements
  3. Contingency plans are developed in line with organisational procedures
  4. Budget approval is obtained for appropriate personnel in line with organisational requirements
Bid estimations are detailed in the required format in line with organisational procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Work is sequenced in line with project timelines, organisational procedures and environmental requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Contingency plans are developed in line with organisational procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Budget approval is obtained for appropriate personnel in line with organisational requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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

A person who demonstrates competency in this unit must be able to provide evidence that they can efficiently prepare a tender in line with specifications and timeframes

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

The evidence required to demonstrate competency in this unit must be relevant to, and satisfy, all of the requirements of the elements of this unit and include demonstration of:

following applicable commonwealth, state or territory legislative and regulatory requirements and codes of practice relevant to preparing a tender

following organisational policies and procedures relevant to preparing a tender

interpreting tender specifications to identify resource requirements and organisational capacity

preparing tender documentation in the required format

determining areas of insufficient detail or omissions from tender documentation and making necessary improvements

Context of and specific resources for assessment

Competency is to be assessed in the workplace or realistically simulated workplace

Assessment is to occur under standard and authorised work practices, safety requirements and environmental constraints

Assessment of required knowledge, other than confirmatory questions, will usually be conducted in an off-site context

Assessment is to follow relevant regulatory or Australian Standards requirements

The following resources should be made available:

workplace location or simulated workplace

materials and equipment relevant to undertaking work applicable to this unit

specifications and work instructions

Method of assessment

Assessment must satisfy the endorsed Assessment Guidelines of the FPI11 Training Package

Assessment methods must confirm consistency and accuracy of performance (over time and in a range of workplace relevant contexts) together with application of required knowledge

Assessment must be by direct observation of tasks, with questioning on required knowledge and it must also reinforce the integration of employability skills

Assessment methods must confirm the ability to access and correctly interpret and apply the required knowledge

Assessment may be applied under project-related conditions (real or simulated) and require evidence of process

Assessment must confirm a reasonable inference that competency is able not only to be satisfied under the particular circumstance, but is able to be transferred to other circumstances

Assessment may be in conjunction with assessment of other units of competency

The assessment environment should not disadvantage the candidate

Assessment practices should take into account any relevant language or cultural issues related to Aboriginality, gender or language backgrounds other than English

Where the participant has a disability, reasonable adjustment may be applied during assessment

Language and literacy demands of the assessment task should not be higher than those of the work role

Required Skills and Knowledge

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

Required skills

Technical skills sufficient to use and maintain relevant tools and equipment; interpret and evaluate tender specifications

Communication skills sufficient to use appropriate communication and interpersonal techniques and methods with colleagues and others; interpret and convey information in written or verbal form

Literacy skills sufficient to prepare a tender, based on the accurate assessment of tender requirements; prepare written tenders in appropriate style and format; record and report workplace information; maintain documentation

Numeracy skills sufficient to measure, estimate and calculate time, cost, quality and quantity

Problem solving skills sufficient to review and identify work requirements; identify problems; demonstrate appropriate response procedures

Required knowledge

Applicable commonwealth, state or territory legislation, regulations, standards, codes of practice and established safe practices relevant to the full range of processes for preparing a tender

Environmental protection requirements, including the minimisation of environmental impact and the safe disposal of waste material

Organisational and site standards, requirements, policies and procedures for preparing a tender

Environmental risks and hazards

Using energy effectively and efficiently

Using material effectively and efficiently

Problem identification and resolution strategies, including methods for identifying omissions or areas of insufficient detail in tender documentation

Risk assessment procedures

Organisational workflow

Tender formats and protocols

Established communication channels and protocols

Types of tools and equipment, and procedures for their safe use and maintenance

Appropriate mathematical procedures for estimating and measuring, including calculating time to complete tasks

Procedures for recording and reporting workplace information

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.

OHS requirements:

are to be in line with applicable commonwealth, state or territory legislation and regulations, and organisational safety policies and procedures, and may include:

personal protective equipment and clothing

safety equipment

first aid equipment

fire fighting equipment

hazard and risk control

fatigue management

elimination of hazardous materials and substances

safe forest practices, including required actions relating to forest fire

manual handling including shifting, lifting and carrying

Environmental requirements may include:

legislation

organisational policies and procedures

workplace practices

Legislative requirements:

are to be in line with applicable commonwealth, state or territory legislation, regulations, certification requirements and codes of practice and may include:

award and enterprise agreements

industrial relations

Australian Standards

confidentiality and privacy

OHS

the environment

equal opportunity

anti-discrimination

relevant industry codes of practice

duty of care

Organisational requirements may include:

legal

organisational and site guidelines

policies and procedures relating to own role and responsibility

quality assurance

procedural manuals

quality and continuous improvement processes and standards

OHS, emergency and evacuation procedures

ethical standards

recording and reporting requirements

equipment use, maintenance and storage requirements

environmental management requirements (waste minimisation and disposal, recycling and re-use guidelines)

Tender may include:

in-house

negotiated

open

selective

Relevant information:

may be from the tender supplier

and may include:

specifications

performance measures

due date

number of copies required

format of information

protocols

Resources may include:

work

time

personnel

equipment

Capacity may include:

resources

time

other priorities

competition

facilities

expertise of staff

Communication may include:

verbal and non-verbal language

constructive feedback

active listening

questioning to clarify and confirm understanding

use of positive, confident and cooperative language

use of language and concepts appropriate to individual social and cultural differences

control of tone of voice

Appropriate personnel may include:

managers

supervisors

colleagues

clients

Estimations may be:

verbal or written

and may include:

time

cost

quality

quantity