Unit of competency Outline

Date retreived
22/07/2026 4:57 PM AWST

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Prepare and evaluate tender documentation

Prepare and evaluate tender documentation

Unit of competency
National Code
CPCCBC4013A
State Code
W9250
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
19/05/2011
State Implementation and Classification
Approved Date
20/06/2014
Field of Education
040307 - Building Construction Economics
Original Release Date
20/06/2014
Nominal Hours
30
Description
This unit of competency specifies the outcomes required to evaluate contract specifications and information and to prepare tender documents associated with projects in the building and construction industries. Knowledge of tender preparation and interpretation of project demands and requirements and the capability to bring together a body of diverse information are essential. How to find the information and present it in a manner that meets organisational needs in short timeframes is important, as is the ability to manage time effectively.
Notes
Elements and Performance Criteria
1. Evaluate contract risk.
  • 1.1. Contracts are selected according to company policy.
  • 1.2. Tender documents for the selected contracts are evaluated, and risks to be considered when preparing the tender are identified.
2. Prepare tender documentation.
  • 2.1. All information necessary for preparing the tender is identified and obtained.
  • 2.2. Company procedures and instructions are followed in the preparation of the tender.
3. Identify and attach appropriate supporting documentation.
  • 3.1. Information and supporting documentation required to support the tender are accurately identified and selected.
  • 3.2. Vital information, drawings, specifications or other supporting documents are attached to the tender documentation as required.
4. Evaluate completed tender documentation.
  • 4.1. Preliminary evaluation of completed tender documentation is conducted.
  • 4.2. Tender documents and calculations are checked to ensure conformity with company financial and administrative guidelines.
5. Obtain tender approval or endorsement.
  • 5.1. Tender documentation is provided to the appropriate staff member for approval or endorsement.
  • 5.2. Final documents, including amendments, are prepared for submission to the client.
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 documents include:
cost schedules
details of specialist resources
details of specific terms and conditions to be included and excluded in relation to contracts
estimated timeframes
human resource details, including known subcontractors
materials specifications
plans and drawings
site layout information.
Risks include:
breaches of contract
circumstances, such as:
delivery delays that delay project completion
subsequent delays in progress payments
labour shortages
weather
disputes over payments
exposure through clauses that work against the organisation
failure to adequately anticipate labour or materials costs
inappropriate funding levels and funding shortfalls
industrial disputes through misunderstandings or overt action
risk of default or non-performance of key players.
Supporting documentation includes:
artist's impressions
documentation processes required by building information modelling (BIM)
organisational information
product information
promotional materials
reports or findings beneficial to the organisation.
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
This unit of competency could be assessed by the preparation of complete tender documentation for a construction contract.
This unit of competency can be assessed in the workplace or a close simulation of the workplace environment, provided that simulated or project-based assessment techniques fully replicate construction workplace conditions, materials, activities, responsibilities and procedures.
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 the ability to:
identify requirements of selected contracts for tender
gather detailed information effectively
check documentation and calculations in short timeframes
produce documentation that meets the quality standards established by the organisation
communicate effectively, both verbally and in writing.
Context of and specific resources for assessment
This competency is to be assessed using standard and authorised work practices, safety requirements and environmental constraints.
Assessment of essential underpinning knowledge will usually be conducted in an off-site context.
Assessment is to comply with relevant regulatory or Australian standards' requirements.
Resource implications for assessment include:
documentation that should normally be available in a building, construction or civil contracting office
relevant codes, standards and government regulations
office equipment, including calculators, photocopiers and telephone systems
computers with appropriate software to view 2-D CAD drawings, run costing programs and print copies
a technical reference library with current publications on measurement, design, building construction and manufacturers' product literature
a suitable work area appropriate to the construction process.
Reasonable adjustments for people with disabilities must be made to assessment processes where required. This could include access to modified equipment and other physical resources, and the provision of appropriate assessment support.
Method of assessment
Assessment methods must:
satisfy the endorsed Assessment Guidelines of the Construction, Plumbing and Services Training Package
include direct observation of tasks in real or simulated work conditions, with questioning to confirm the ability to consistently identify and correctly interpret the essential underpinning knowledge required for practical application
reinforce the integration of employability skills with workplace tasks and job roles
confirm that competency is verified and able to be transferred to other circumstances and environments.
Validity and sufficiency of evidence requires 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 on competency only taken at the point when the assessor has complete confidence in the person's demonstrated ability and applied knowledge
all assessment that is part of a structured learning experience must include a combination of direct, indirect and supplementary evidence.
Assessment processes and techniques should as far as is practical take into account the language, literacy and numeracy capacity of the candidate in relation to the competency being assessed.
Supplementary evidence of competency may be obtained from relevant authenticated documentation from third parties, such as existing supervisors, team leaders or specialist training staff.
Replaces
State Code National Code Title Type
W5899 BCGBC4013A Prepare and evaluate tender documentation Unit of competency
Replaced By
State Code National Code Title Type
OCQ23 CPCCBC4013 Prepare and evaluate tender documentation Unit of competency