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Evidence Guide: TAATAS502B - Prepare a tender bid

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

 

TAATAS502B - Prepare a tender bid

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

Determine tender requirements

  1. Tender specifications and/or other relevant documentation are obtained and analysed to establish tender requirements
  2. Viability to undertake required work is assessed against tender specifications and organisational and/or individual operational capacities and capabilities
  3. Risk assessment is conducted on anticipated outcomes in accordance with organisational and legal requirements
  4. All occupational health and safety (OHS) and other relevant legislative requirements are interpreted and allowed for within the parameters of the tender requirements
Tender specifications and/or other relevant documentation are obtained and analysed to establish tender requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Viability to undertake required work is assessed against tender specifications and organisational and/or individual operational capacities and capabilities

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Risk assessment is conducted on anticipated outcomes in accordance with organisational and legal requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

All occupational health and safety (OHS) and other relevant legislative requirements are interpreted and allowed for within the parameters of the tender requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop tender content

  1. Options and ideas to address tender requirements are generated using effective thinking skills and knowledge of tender area
  2. Options and ideas are elaborated and refined, and where feasible, further developed with relevant persons
  3. Specific timelines, stages, activities and deliverables are defined and documented to meet tender requirements
  4. Physical and human resources required to undertake the specified tender requirements are determined and confirmed with relevant persons, where required, in accordance with organisational requirements
  5. Financial costings are determined in accordance with organisational requirements, and a proposed budget is prepared, with assistance from others, if required
Options and ideas to address tender requirements are generated using effective thinking skills and knowledge of tender area

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Options and ideas are elaborated and refined, and where feasible, further developed with relevant persons

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Specific timelines, stages, activities and deliverables are defined and documented to meet tender requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Physical and human resources required to undertake the specified tender requirements are determined and confirmed with relevant persons, where required, in accordance with organisational requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Financial costings are determined in accordance with organisational requirements, and a proposed budget is prepared, with assistance from others, if required

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare tender bid

  1. Business technology is used to present information in a format that markets capabilities
  2. Specific tender criteria and conditions are addressed in writing tender submission/proposal
  3. Submission/proposal outlines organisational capabilities
  4. All information is reviewed to ensure accuracy and effectiveness in meeting tender specifications
  5. Final proposal/submission is proofread, formatted and lodged within designated timelines, and a copy is securely stored in accordance with organisational requirements
  6. Presentation materials are prepared and presentation made to client to support the bid, where required
Business technology is used to present information in a format that markets capabilities

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Specific tender criteria and conditions are addressed in writing tender submission/proposal

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Submission/proposal outlines organisational capabilities

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

All information is reviewed to ensure accuracy and effectiveness in meeting tender specifications

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Final proposal/submission is proofread, formatted and lodged within designated timelines, and a copy is securely stored in accordance with organisational requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Presentation materials are prepared and presentation made to client to support the bid, where required

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

To demonstrate competency against this unit candidates must be able to provide evidence of the processes used to develop and prepare a detailed proposal/submission in response to a tender which accurately covers the tender requirements.

This evidence must show how the tender specifications were analysed; assessment of organisational viability and risks associated with tender requirements; a detailed methodology and budget; and a final tender proposal/submission which meets all tender criteria and organisational requirements.

Evidence Requirements

Required knowledge includes:

relevant policy, legislation, codes of practice and national standards including Commonwealth, state/ territory legislation, e.g. that related to:

client privacy and confidentiality

provision of accurate information

environmental standards

equal employment opportunities (EEO) and anti-discrimination

OHS roles and responsibilities of employers and employees, trainers/facilitators and assessors, and of the organisation as a training and/or assessment organisation

industries in which the training and/or assessment organisation operates

types of training and assessment projects

tender layout, format and presentation methods

organisational pricing policy and procedures

contingency and risk assessment techniques

key project success factors and typical project pitfalls

evaluation and revision techniques, such as:

asking specific questions

seeking and analysing feedback

Required skills and attributes include:

literacy and communication skills to:

read and interpret relevant information

comply with tender criteria and conditions

provide clear and precise information

receive and interpret feedback on draft submission

prepare required documentation using clear and comprehensible language and layout

tailor submission to requirements

research and evaluation skills to:

evaluate tender requirements to establish project requirements

evaluate viability to provide services and/or products to undertake the project

determine needs of target client group

conduct a risk assessment on anticipated project outcomes

identify and estimate required resources

evaluate feedback for incorporation in submission

identify selection criteria, weightings and selection process

numeracy skills to:

create a detailed budget

prepare a submission for tender

proofreading and editing skills to:

revise, amend and finalise submission

project planning skills to:

plan and schedule activities

methodically organise work

work within agreed timeframes and budgetary constraints

technology skills to:

use appropriate equipment and software to research and compile information

use spreadsheets in the preparation of a detailed budget

Products that could be used as evidence include:

prepared quotations and estimates

tender proposal/submission

feedback received on tender proposal/submission

graphic presentations

Processes that could be used as evidence include:

how tender criteria were analysed

how resource requirements were identified and estimated

how risks were identified and assessed

what costing and quoting methods were used

how relevant policies or legislative information were reviewed

how feedback on tenders was used to improve future tenders

Resource implications for assessment include:

access to real or simulated tender process

access to information to prepare tender (relevant documents, research, organisational information)

access to people involved in tender process

time specifications

The collection of quality evidence requires that:

assessment must address the scope of this unit and reflect all components of the unit i.e. the Elements, Performance Criteria, Range Statement, Evidence Guide, Employability Skills

a range of appropriate assessment methods/evidence gathering techniques is used to determine competency

evidence must be gathered in the workplace wherever possible. Where no workplace is available, a simulated workplace must be provided

the evidence collected must relate to a number of performances assessed at different points in time and in a learning and assessment pathway these must be separated by further learning and practice

assessment meets the rules of evidence

a judgement of competency should only be made when the assessor is confident that the required outcomes of the unit have been achieved and that consistent performance has been demonstrated

Specific evidence requirements must include:

a detailed tender proposal/submission which addresses:

tender specifications

organisational viability

detailed methodology with identified stages, activities, timelines and deliverables

risk assessment

resource requirements

budget

revision, editing and proofreading following feedback

effective presentation

Integrated assessment means that:

this unit can be assessed alone or as part of an integrated assessment activity involving relevant units in the TAA04 Training and Assessment Training Package. Suggested units include but are not limited to:

TAATAS501A Undertake organisational training needs analysis

TAATAS503B Manage contracted work

TAAASS403B Develop assessment tools

TAADES502B Design and develop learning resources

TAADES503B Research and design e-learningresources

TAADES504B Develop and evaluate e-learningresources

TAADES505B Research and develop competencystandards.

Required Skills and Knowledge

Not applicable.

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.

Tender specifications may include:

simple or detailed explanation of tender requirements

identification of deliverables

client group needs

designated performance standards

proposed activities to be undertaken

time and cost parameters

scope

quality

human and physical resource needs

legal requirements

consultation, stakeholder involvement

project management

insurance requirements

specific requirements

Viability may include consideration of:

tender criteria and conditions

available resources, equipment and supplies

client group needs

time constraints

other projects

geographical constraints

skills required for the provision of services

financial considerations

compliance with regulations

Risk assessment may include:

identifying risks in isolation or as part of a broader risk management strategy, addressing risks such as:

environmental landscape

financial/economic loss/failure

damage to property/equipment

professional incompetency

equipment/system failures

OHS

inability to deliver or meet the timelines if selected

Organisational requirements may include:

quality assurance and/or procedures manuals

organisational goals, objectives, plans, systems and processes

organisational policies, procedures and guidelines

recording and reporting procedures

industry consultative mechanisms

business and performance plans

access and equity principles and practices

confidentiality requirements

ethical standards

collaborative/partnership arrangements

OHS policies, procedures and programs

quality and continuous improvement processes and standards

defined resource parameters

Legal requirements may include:

Australian Quality Training Framework (AQTF) Standards for Registered Training Organisations (RTOs)

state or territory registering body requirements

industrial relations award and enterprise agreements and relevant industrial arrangements

confidentiality and privacy requirements

relevant legislation from all levels of government that affects business operations

OHS legislation

environmental legislation

equal opportunity legislation

industrial relations legislation

anti-discrimination legislation

relevant industry codes of practice

Relevant persons may include:

tenderer/potential client

target client group

colleagues

managers, supervisors

government agencies

employment agencies

industry groups

training and/or assessment coordinators

industry regulators/licensing authorities

members of professional associations

state/territory registering body

external consultants

Others may include:

accounting/finance personnel

other persons with broader budgetary experience

Business technology may include:

computers

database software applications

graphical presentation software

word processing software

project management software

printers

email, Internet, Intranet

Specific tender criteria and conditions may include:

eligibility for submission of tender

special requirements

selection criteria and weightings

tender document format

interview, meeting or presentation of tender

submission date