Unit of competency Outline

Date retreived
22/07/2026 9:21 PM AWST

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Prepare tender documentation in the property industry

Prepare tender documentation in the property industry

Unit of competency
National Code
CPPDSM5036A
State Code
D1352
TGA Status
Deleted
DTWD Status
Deleted
Current Release Number
1.00
Current Release Date
25/03/2011
State Implementation and Classification
Approved Date
07/10/2014
Field of Education
080503 - Real Estate
Original Release Date
07/10/2014
Nominal Hours
40
Description
This unit of competency specifies the outcomes required to prepare tender documentation for property or facility management and maintenance operations. It requires the ability to determine property requirements accurately, develop detailed budgets, and prepare documentation according to established tender criteria and conditions.The unit may form part of the licensing requirements for persons working in the property industry, including in the real estate, business broking, stock and station agency and property operations and development sectors, in those States and Territories where these are regulated activities.
Notes
Elements and Performance Criteria
1Determine tender requirements.
  • 1.1 Tender brief and other relevant documentation are obtained and analysed to establish tender requirements in consultation with relevant people.1.2 Viability to comply with tender requirements is assessed against project specifications and organisational operational capacity.1.3 Risk assessment is conducted on anticipated project outcomes according to organisational and legislative requirements.1.4 Personal limitations in assessing tender requirements are identified and assistance is sought as required from relevant people.
  • 1.5 Relevant legislative requirements are interpreted and allowed for within parameters of tender requirements.
2Estimate resource requirements.
  • 2.1 Financial, physical and human resource requirements are determined according to tender requirements.2.2 Organisational rate schedules and conditions are applied to establish costings where appropriate according to organisational requirements.2.3 Factors that may affect capacity to meet tender requirements are identified through risk analysis and accounted for in resource estimates.2.4 Information is reviewed to ensure accuracy and a budget is determined to meet assessed tender and resource requirements.
3Prepare tender documentation.
  • 3.1 Business equipment and technology are used to gather and compile relevant information in a suitable format according to organisational requirements.3.2 Draft tender documentation is prepared that accurately reflects project requirements and complies with specific tender criteria and conditions.3.3 Draft tender documentation is distributed to relevant people to check that information is accurate and project requirements are clearly addressed.3.4 Feedback is sought and where appropriate incorporated into tender documentation.3.5 Final documentation is lodged within designated time lines and a copy securely maintained according to organisational requirements.
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 in the performance criteria is detailed below. Add any 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.
Property documentation may include information relating to:
agreements
building codes
company services
contracts
depreciation schedules
licences
operating costs
permits
plans
specifications.
Relevant people may include:
clients
government agencies
industry regulators and associations
legal representatives
management and colleagues
principals.
Viability may include consideration of:
available resources, equipment and supplies
compliance with regulations
financial considerations
geographical constraints
skills required for the provision of services
time constraints.
Risk assessment may include:
identifying risks in isolation or as part of a broader risk management strategy, such as:
damage to property and equipment
environmental risks
equipment and system failures
financial and economic loss or failure
OHS
professional incompetence.
Organisational requirements may be outlined and reflected in:
access and equity principles and practice guidelines
business and performance plans
complaint and dispute resolution procedures
goals, objectives, plans, systems and processes
legal and ethical requirements and codes of practice
mission statements and strategic plans
OHS policies, procedures and programs
policies and procedures in relation to client service
quality and continuous improvement processes and standards
quality assurance and procedure manuals.
Legislative requirements may be outlined and reflected in:
Australian standards
codes of practice covering the market sector and industry, financial transactions, taxation, environment, construction, land use, native title, zoning, utilities use (water, gas and electricity), and contract or common law
environmental and zoning laws affecting access security, access and property use
general duty of care to clients
home building requirements
local regulations and by-laws
privacy laws applying to owners, contractors and tenants
quality assurance and certification requirements
relevant federal, and state or territory legislation that affects organisational operation, including:
anti-discrimination and diversity
environmental issues
EEO
industrial relations
OHS

strata, community and company titles
tenancy agreements
trade practices laws and guidelines.
Business equipment and technology may include:
computers and email
data storage devices
facsimile machines
internet, extranet and intranet
photocopiers
printers and scanners
software applications, such as databases and word applications.
Tender criteria and conditions may include:
eligibility for submission of tender
interview, meeting or presentation of tender
special requirements
submission date
tender document format.
Feedback may be sought from:
clients and their legal representatives
supervisors and colleagues
formal and informal performance appraisals
workplace assessment.
EVIDENCE GUIDE
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, the range statement and the Assessment Guidelines for this Training Package.
Overview of assessment
This unit of competency could be assessed through practical demonstration of preparing tender documentation for property or facility management and maintenance operations. Targeted written (including alternative formats where necessary) or verbal questioning to assess the candidate's underpinning knowledge would provide additional supporting evidence of competence. The demonstration and questioning would include collecting evidence of the candidate's knowledge and application of ethical standards and relevant federal, and state or territory legislation and regulations. This assessment may be carried out in a simulated or workplace environment.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
A person who demonstrates competency in this unit must be able to provide evidence of:
actively seeking feedback from clients and colleagues on tender requirements
following organisational procedures to produce tender documentation
gathering and collating information
knowledge of organisation's practices, ethical standards and legislative requirements associated with preparing tender documentation for property or facility management and maintenance operations
understanding methodologies and activities required to analyse tender requirements.
Context of and specific resources for assessment
Resource implications for assessment include:
access to suitable simulated or real opportunities and resources to demonstrate competence
assessment instruments that may include personal planner and assessment record book
access to a registered provider of assessment services.
Where applicable, physical resources should include equipment modified for people with disabilities.
Access must be provided to appropriate learning and/or assessment support when required.
Assessment processes and techniques must be culturally appropriate, and appropriate to the language and literacy capacity of the candidate and the work being performed.
Validity and sufficiency of evidence require that:
competency will need to be demonstrated over a period of time reflecting the scope of the role and the practical requirements of the workplace
where the assessment is part of a structured learning experience the evidence collected must relate to a number of performances assessed at different points in time and separated by further learning and practice with a decision of competence only taken at the point when the assessor has complete confidence in the person's competence
all assessment that is part of a structured learning experience must include a combination of direct, indirect and supplementary evidence
where assessment is for the purpose of recognition (RCC/RPL), the evidence provided will need to be current and show that it represents competency demonstrated over a period of time
assessment can be through simulated project-based activity and must include evidence relating to each of the elements in this unit.
In all cases where practical assessment is used it will be combined with targeted questioning to assess the underpinning knowledge. Questioning will be undertaken in such a manner as is appropriate to the language and literacy levels of the candidate and any cultural issues that may affect responses to the questions, and will reflect the requirements of the competency and the work being performed.
No information