Elements and Performance Criteria

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

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.