Prepare and present proposals

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver SITXMPR008, 'Prepare and present proposals'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Prepare and present proposals' on This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to for every purchase, so go nuts :)

Elements and Performance Criteria



Elements describe the essential outcomes.

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

1. Analyse tender requirements and organisational capacity to meet them.

1.1.Analyse tender brief, product specifications and needs.

1.2.Seek clarification of product and service requirements from organisation requesting or requiring the tender.

1.3.Complete assessment of organisational capacity to provide products and services.

1.4.Determine viability and, if progressing to a proposal or bid, a plan of action for submission.

2. Develop details for inclusion in proposal.

2.1.Seek assistance to prepare proposal or bid, and coordinate input.

2.2.Prepare budget for providing products and services.

2.3.Develop quotation for products or services to be provided.

2.4.Consider competitor pricing structure and make reasonable cost adjustments to ensure price-competitive quote.

2.5.Collect and collate operational information for analysis and inclusion in proposal.

2.6.Develop specifications for products and services to be provided.

2.7.Access and prepare supporting information for inclusion in proposal or bid.

2.8.Seek support for proposal or bid from relevant individuals and agencies.

3. Prepare written proposal.

3.1.Present clear and comprehensive information relevant to client tender criteria and needs.

3.2.Incorporate all supporting information.

3.3.Present materials according to organisational style preferences in format that maximises use of strategic and creative techniques, and promotes the organisation.

3.4.Evaluate finished proposal, make any required adjustments, and obtain approval to submit if necessary.

4. Submit proposal and seek feedback.

4.1.Lodge all proposal materials at designated location and within designated deadlines.

4.2.Maintain copies of tender documents according to organisational procedures.

4.3.Provide additional information as requested.

4.4.See feedback on tender outcomes to inform future proposals.