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Evidence Guide: LGACOM409A - Prepare tender documentation

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

 

LGACOM409A - Prepare tender documentation

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

Identify the extent and nature of services to be contracted

  1. Scope of the services is confirmed and reviewed to ensure parameters meet current requirements.
  2. Statutory and council requirements are identified to determine available options.
  3. Detailed parameters are specified to enable a complete brief to be prepared.
  4. The extent of the contract package is determined.
Scope of the services is confirmed and reviewed to ensure parameters meet current requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Statutory and council requirements are identified to determine available options.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Detailed parameters are specified to enable a complete brief to be prepared.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

The extent of the contract package is determined.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select appropriate method for tender

  1. Area to be contracted is examined.
  2. Contract options are identified and analysed.
  3. Benefits, costs and opportunities of each option are identified.
  4. Appropriate contract option is selected.
Area to be contracted is examined.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Contract options are identified and analysed.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Benefits, costs and opportunities of each option are identified.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Appropriate contract option is selected.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare tender specifications according to council and Australian standards

  1. Complete and detailed service specifications are prepared consistent with council policy and Australian standards and based on service profile and review.
  2. Legislative, environmental, sustainability practices, occupational health and safety and risk management requirements are applied.
  3. Quality assurance methods are applied to the preparation of service specifications.
  4. Service specifications are prepared in consultation with relevant staff that complement required outcomes.
  5. Details on methods, standards, materials, products, contractors and performance period are provided by quality service specifications, as applicable.
Complete and detailed service specifications are prepared consistent with council policy and Australian standards and based on service profile and review.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Legislative, environmental, sustainability practices, occupational health and safety and risk management requirements are applied.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Quality assurance methods are applied to the preparation of service specifications.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Service specifications are prepared in consultation with relevant staff that complement required outcomes.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Details on methods, standards, materials, products, contractors and performance period are provided by quality service specifications, as applicable.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare evaluation criteria

  1. A tender review panel or team is selected from appropriate personnel.
  2. Criteria are established based on the specifications, product and service required.
  3. Criteria are written clearly to enable bids to be compared.
  4. Criteria are ranked against council procedures.
A tender review panel or team is selected from appropriate personnel.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Criteria are established based on the specifications, product and service required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Criteria are written clearly to enable bids to be compared.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Criteria are ranked against council procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare tender document

  1. Tender documents are prepared clearly and concisely.
  2. Tender documents are prepared that enable competitive pricing of products.
  3. Tender documents are designed to enable valid comparisons between tenders received.
Tender documents are prepared clearly and concisely.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Tender documents are prepared that enable competitive pricing of products.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Tender documents are designed to enable valid comparisons between tenders received.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Invite tenders

  1. Invitations are prepared based on the type of tendering method used.
  2. Source list is prepared according to council procedures.
  3. Advertisement is prepared and placed according to the tender method.
Invitations are prepared based on the type of tendering method used.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Source list is prepared according to council procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Advertisement is prepared and placed according to the tender method.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

Overview of assessment requirements

A person who demonstrates competency in this unit will be able to perform the outcomes described in the Elements to the required performance level detailed in the Performance Criteria. The knowledge and skill requirements described in the Range Statement must also be demonstrated. For example, knowledge of the legislative framework and safe work practices that underpin the performance of the unit are also required to be demonstrated.

Critical aspects of evidence to be considered

Contract authorisation process is undertaken.

Appropriate advertisement is placed.

Required specifications are produced.

Conditions of contract are produced.

Industry standard conditions of contract are applied.

Confidentiality and probity are observed for both in-house bids and/or external tenders.

Context of assessment

On the job or in a simulated work environment.

Relationship to other units(prerequisite or co-requisite units)

Prerequisite units: nil.

Co-requisite units: nil.

Method of assessment

The following assessment methods are suggested:

observation of the learner performing a range of workplace tasks over sufficient time to demonstrate handling of a range of contingencies

written and/or oral questioning to assess knowledge and understanding

completion of workplace documentation

third-party reports from experienced practitioners

completion of self-paced learning materials including personal reflection and feedback from trainer, coach or supervisor.

Evidence required for demonstration of consistent performance

Evidence will need to be gathered over time across a range of variables.

Resource implications

Access to a workplace or simulated case study that provides the following resources:

relevant council policies and procedures

national competition policy information.

Required Skills and Knowledge

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

Required Skills

report and specification writing

qualitative and quantitative research

analytical

consultation with relevant personnel

specification interpretation

negotiation with relevant internal and external people

observation of protocol and probity policies.

Required Knowledge

relevant council policies, procedures and codes of conduct

sustainability practices

quality assurance systems

relevant Australian and industry standards

statutory and council tender requirements

contractual processes

industrial agreements

statutory council requirements

tendering codes of practice

national competition policy.

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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 in the Performance Criteria is detailed below.

Services may include:

works

function

provision

community expectations.

Parameters may include:

budget range

council resources

level of risk

council policies, such as 'buy local'.

Tendering methodology may include:

lump sum

unit rate

partnership

services process.

Tendering method may include:

expression of interest

public tender

invitation

verbal

written

in-house bid

select tender.

Preparation of tender documentation may include:

Preparation of tender documentation may include:

Advertisement may include:

newspaper

in-house

trade magazines

according to council policy.

Legislative requirements may include:

WorkCover

risk management

occupational health and safety

sustainability

equal employment opportunity

sexual harassment

public liability

professional indemnity

evidence of insurance cover

quality assurance.

Tender documents may include:

general conditions

special clauses

technical conditions

standard specifications

code of tendering

statutory declaration

evaluation criteria

drawings

implementation plan

legislative amendments

legal endorsement.

Comparative statement may include:

matrix

data

criteria

compliance

score.

Formalisation may include:

contract signing procedure

preliminary deposits.

Evaluation may include:

previous projects

verification of quality accreditation

capacity

capability

risk

security

service.

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