Unit of competency Outline

Date retreived
23/07/2026 12:33 AM AWST

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Prepare and present proposals

Prepare and present proposals

Unit of competency
National Code
SITXMPR008
State Code
AWQ19
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
03/03/2016
View on TGA
State Implementation and Classification
Approved Date
12/07/2016
Field of Education
080301 - Business Management
Original Release Date
12/07/2016
Nominal Hours
30
Description
This unit describes the performance outcomes, skills and knowledge required to prepare and present tenders, proposals or bids either as a response to a tender brief or as a proposal created and offered. It requires the ability to analyse client tender specifications or needs, determine organisational ability to meet those requirements, and to prepare and present information that is relevant to client criteria or needs.The unit applies to all tourism, travel, hospitality and event sectors and the tender proposal or bid may be for a one-off occasion, a series of occasions, or for an extended contract to deliver products and services.It applies to senior personnel who operate independently or with limited guidance from others and who are responsible for making a range of financial and operational decisions.No occupational licensing, certification or specific legislative requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
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.
No information
No information
Replaces
State Code National Code Title Type
WF738 SITXADM501 Prepare and present proposals Unit of competency
Replaced By
State Code National Code Title Type
OEA00 SITXMPR016 Prepare and present proposals Unit of competency