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Evidence Guide: MSFFT4012 - Prepare a tender submission

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

 

MSFFT4012 - Prepare a tender submission

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

Identify opportunity to provide goods and/or services

  1. Opportunities that are within the operational scope of the business unit or organisation are identified
  2. Organisational resources which are available, or expertise which may be accessed, is identified and matched to opportunities
  3. The feasibility of undertaking the proposed project/work is assessed and approval is sought according to organisational policies and procedures
Opportunities that are within the operational scope of the business unit or organisation are identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Organisational resources which are available, or expertise which may be accessed, is identified and matched to opportunities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

The feasibility of undertaking the proposed project/work is assessed and approval is sought according to organisational policies and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Analyse tender requirements

  1. Tender specifications and scope of tender requirement are identified and clarified with the originator if required
  2. Proposed methodology for satisfying the request is developed
  3. Required resources are identified and their availability confirmed with the provider in accordance with organisational procedures
  4. Methodology is adjusted to accommodate the availability of resources and expertise available
Tender specifications and scope of tender requirement are identified and clarified with the originator if required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Proposed methodology for satisfying the request is developed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Required resources are identified and their availability confirmed with the provider in accordance with organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Methodology is adjusted to accommodate the availability of resources and expertise available

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare a tender estimate

  1. Estimate is prepared taking all requirements into account and providing for contingencies as required by organisational policies, procedures and requirements
  2. Costing of estimate conforms to organisational policies and procedures
  3. The estimate satisfies the total requirement and where this cannot be provided, an explanation/compromise/option is identified
  4. Estimate is checked for accuracy and detail in accordance with organisational procedures
Estimate is prepared taking all requirements into account and providing for contingencies as required by organisational policies, procedures and requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Costing of estimate conforms to organisational policies and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

The estimate satisfies the total requirement and where this cannot be provided, an explanation/compromise/option is identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Estimate is checked for accuracy and detail in accordance with organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Submit a tender

  1. Tender is prepared in accordance with organisational policies and procedures
  2. Tender addresses required details and meets originator's requirements
  3. Tender is submitted within the required timeframe in the form required by the request
  4. Organisational requirements for record keeping and documentation of tenders are completed
Tender is prepared in accordance with organisational policies and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Tender addresses required details and meets originator's requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Tender is submitted within the required timeframe in the form required by the request

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Organisational requirements for record keeping and documentation of tenders are completed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review tender process

  1. Changes and variations to the tender are negotiated to meet the needs of the client and the organisation in accordance with contractual arrangements, organisational policies, procedures and delegated authority
  2. The tender content and process is reviewed and evaluated using the outcome and the feedback provided by client and stakeholders
  3. Procedures are adjusted if required to improve subsequent bids
Changes and variations to the tender are negotiated to meet the needs of the client and the organisation in accordance with contractual arrangements, organisational policies, procedures and delegated authority

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

The tender content and process is reviewed and evaluated using the outcome and the feedback provided by client and stakeholders

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Procedures are adjusted if required to improve subsequent bids

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.

1

Identify opportunity to provide goods and/or services

1.1

Opportunities that are within the operational scope of the business unit or organisation are identified

1.2

Organisational resources which are available, or expertise which may be accessed, is identified and matched to opportunities

1.3

The feasibility of undertaking the proposed project/work is assessed and approval is sought according to organisational policies and procedures

2

Analyse tender requirements

2.1

Tender specifications and scope of tender requirement are identified and clarified with the originator if required

2.2

Proposed methodology for satisfying the request is developed

2.3

Required resources are identified and their availability confirmed with the provider in accordance with organisational procedures

2.4

Methodology is adjusted to accommodate the availability of resources and expertise available

3

Prepare a tender estimate

3.1

Estimate is prepared taking all requirements into account and providing for contingencies as required by organisational policies, procedures and requirements

3.2

Costing of estimate conforms to organisational policies and procedures

3.3

The estimate satisfies the total requirement and where this cannot be provided, an explanation/compromise/option is identified

3.4

Estimate is checked for accuracy and detail in accordance with organisational procedures

4

Submit a tender

4.1

Tender is prepared in accordance with organisational policies and procedures

4.2

Tender addresses required details and meets originator's requirements

4.3

Tender is submitted within the required timeframe in the form required by the request

4.4

Organisational requirements for record keeping and documentation of tenders are completed

5

Review tender process

5.1

Changes and variations to the tender are negotiated to meet the needs of the client and the organisation in accordance with contractual arrangements, organisational policies, procedures and delegated authority

5.2

The tender content and process is reviewed and evaluated using the outcome and the feedback provided by client and stakeholders

5.3

Procedures are adjusted if required to improve subsequent bids

Required Skills and Knowledge

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Identify opportunity to provide goods and/or services

1.1

Opportunities that are within the operational scope of the business unit or organisation are identified

1.2

Organisational resources which are available, or expertise which may be accessed, is identified and matched to opportunities

1.3

The feasibility of undertaking the proposed project/work is assessed and approval is sought according to organisational policies and procedures

2

Analyse tender requirements

2.1

Tender specifications and scope of tender requirement are identified and clarified with the originator if required

2.2

Proposed methodology for satisfying the request is developed

2.3

Required resources are identified and their availability confirmed with the provider in accordance with organisational procedures

2.4

Methodology is adjusted to accommodate the availability of resources and expertise available

3

Prepare a tender estimate

3.1

Estimate is prepared taking all requirements into account and providing for contingencies as required by organisational policies, procedures and requirements

3.2

Costing of estimate conforms to organisational policies and procedures

3.3

The estimate satisfies the total requirement and where this cannot be provided, an explanation/compromise/option is identified

3.4

Estimate is checked for accuracy and detail in accordance with organisational procedures

4

Submit a tender

4.1

Tender is prepared in accordance with organisational policies and procedures

4.2

Tender addresses required details and meets originator's requirements

4.3

Tender is submitted within the required timeframe in the form required by the request

4.4

Organisational requirements for record keeping and documentation of tenders are completed

5

Review tender process

5.1

Changes and variations to the tender are negotiated to meet the needs of the client and the organisation in accordance with contractual arrangements, organisational policies, procedures and delegated authority

5.2

The tender content and process is reviewed and evaluated using the outcome and the feedback provided by client and stakeholders

5.3

Procedures are adjusted if required to improve subsequent bids

Collect, organise and understand information related to multi-trade work instructions and work orders, building and structural plans and safety procedures

Apply safe handling requirements for equipment, products and materials, including use of personal protective equipment

Identify materials used in the work process

Follow work instructions, operating procedures and inspection processes to:

minimise the risk of injury to self or others

prevent damage to goods, equipment and products

maintain required production output and product quality

On a minimum of two (2) occasions and for different/significant goods or services, prepare and submit formal tenders that are framed to serve marketing purposes and which address or are supported by:

the full requirements of the tender brief

total resource requirements

total costing covering all components and scenarios

appropriate legislative requirements

options for the client

Negotiate changes/variations to tender and conduct review of outcome

Use mathematical ideas and techniques to correctly complete measurements, calculate area and estimate material requirements

Communicate ideas and information to enable confirmation of work requirements and specifications and the reporting of work outcomes and problems, interpret basic plans and follow safety procedures

Use workplace technology related to the coordination, including communication equipment, time and management aids and other measuring devices

Avoid backtracking, work flow interruptions or wastage

Work with others and in a team by recognising dependencies and using cooperative approaches to optimise work flow and productivity

Enterprise operating procedures and requirements

Organisation resources, capacities and capabilities

Tender management, preparation, submission and review processes

Tender evaluation processes

Financial and legal requirements for tendering

Relevant legislation relating to tendering and contracting for goods and/or services of the organisation

Range Statement

Specifies different 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. Range is restricted to essential operating conditions and any other variables essential to the work environment.

Unit context includes:

work health and safety (WHS) requirements, including legislation, building codes, material safety management systems, hazardous and dangerous goods codes, and local safe operating procedures or equivalent

work is carried out in accordance with legislative obligations, environmental legislation, relevant health regulations, manual handling procedures and organisation insurance requirements

work requires individuals to demonstrate analytical ability, discretion, judgement and problem solving

work requires the analysis of, at times, complex requirements, the preparation and presentation of the tender and the follow-up action for both successful and unsuccessful tenders

work is performed with little external assistance and with minimal supervision or direction

Personal protective equipment includes:

that prescribed under legislation, regulations and enterprise policies and practices

Information and procedures include:

work procedures/instructions

tender brief/specifications issued by the requesting agency

organisation work specifications and requirements

legislation/regulations/national and industry codes and practices relevant to the product

quality and Australian Standards and procedures