Unit of competency Outline
Date retreived
22/07/2026 4:47 PM AWST
22/07/2026 4:47 PM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Prepare and present proposals
Prepare and present proposals
Unit of competency
National Code
SITXADM501
SITXADM501
State Code
WF738
WF738
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
16/05/2014
Field of Education
080301 - Business Management
Original Release Date
16/05/2014
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.
Notes
Elements and Performance Criteria
1. Analyse tender requirements.
- 1.1 Analyse client tender brief, product specifications or needs.
- 1.2 Seek clarification of product and service requirements from the organisation requesting or requiring the tender.
- 1.3 Determine a plan of action to submit a proposal.
2. Determine ability to meet tender requirements.
- 2.1 Complete an assessment of organisational capacity to provide products and services.
- 2.2 Determine the viability of submitting a proposal or bid.
- 2.3 Seek assistance from others to prepare the proposal or bid and coordinate group input.
3. Develop details for inclusion in proposal.
- 3.1 Prepare a budget for the provision of products and services.
- 3.2 Develop a quotation for the products or services to be provided.
- 3.3 Consider competitor pricing structure and make reasonable cost adjustments to ensure a price competitive quote.
- 3.4 Collect and collate operational information for analysis and inclusion in the proposal.
- 3.5 Develop specifications for products and services to be provided.
- 3.6 Access and prepare supporting information for inclusion in the proposal or bid.
- 3.7 Seek support for the proposal or bid from relevant individuals and agencies.
4. Prepare written proposal.
- 4.1 Use clear and concise language according to organisational style for proposals.
- 4.2 Present information relevant to client criteria or needs clearly and comprehensively.
- 4.3 Use a writing style that promotes a quality view of the organisation.
- 4.4 Incorporate all supporting information.
- 4.5 Present materials according to organisational style preferences and in a format that maximises use of creative and promotional techniques.
- 4.6 Evaluate the finished proposal and make adjustments.
- 4.7 Maintain copies of all tender documents according to organisational procedures.
5. Submit the proposal and seek feedback.
- 5.1 Lodge all materials at the designated location and within designated deadlines.
- 5.2 Provide additional information as requested.
- 5.3 See feedback on tender outcomes to inform future proposals.
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 brief may detail:
criteria
details of selection process:
interview
meeting
paper based submission
presentation to selection committee
eligibility for submission of a tender
formatting requirements for the tender:
on-line application
use of a template
lodgement address
lodgement date
questions to be answered
tender specifications.
Product specificationsmay include:
commencement date for:
one off event
ongoing provision of products and services
series of events
customers or audience for products and services
identification of deliverables
indicative cost of supply
insurance requirements
legal requirements
legal responsibilities of the contractor
legal responsibilities of the principal
length of contract
operational and financial management requirements
outline of contractual arrangements
performance standards
products and services required
project management
quality assurance
requirement for management of:
environment
risk
resource requirements; human and physical
specified price or maximum price
style of products and services
timeline for the operation of a particular project.
Assessment of organisational capacity may include:
budgetary constraints outlined in the tender brief
compliance with regulations
diversification from range of products and services currently offered
geographic constraints
likely profit
other conflicting projects
resource capacity of organisation to provide scope of products and services
risk assessment of providing the products and services.
Viability may involve:
ability to meet the lodgement deadline
ability to meet the tender criteria and provide full information required
competition and prospect of winning the tender
cost of preparing the tender.
Others may include:
artists
financial specialists
graphic designers
industry association personnel
joint venture partners
legal representatives
managers
multimedia specialists
outsourced consultants
peers
photographers
professional writers
supervisors.
Operational information may include:
capacity of facilities to produce products
facilities management requirements
environmental sustainability policies and procedures
event management services
event specifications:
business program
entertainment
general concepts and themes
social program
staging, theming and styling
travel and touring arrangements
event technical equipment, specifications and services:
audio-visual
pyrotechnics
rigging
sound and lighting
special effects
stage design and construction
venue styling
policies, procedures and practices to manage:
crowds
environmental impacts
impacts on local community
risk to tourism, hospitality or event participants
work health and safety
product specifications:
accommodation
coach, car, aircraft, river and sea vessel details
guiding services
meal plans
menus
style of service, theme and decor
touring equipment details
touring itineraries
resources that will be utilised:
physical
human
suppliers, supply and cost specifications
special, new or hired equipment required to produce products or provide services
stock control
transport.
Supporting information may include:
awards won by the organisation
copies of:
business registration
industry accreditations
insurance policies
licences
membership of organisations
qualifications
details of current client base
organisational and individual employee profiles
photographs of current or previous products and services
plans, drawings, job specifications
product and service manuals
references and details of other successful undertakings
sample promotional materials
samples of work
structure of organisation
testimonials.
Relevant individuals and agencies may include:
community agencies
government agencies
high profile
local businesses
sponsors
statutory authorities.
Additional information may be provided:
by:
face-face conversation
formal meeting
telephone
in:
a presentation
writing.
Tender brief may detail:
criteria
details of selection process:
interview
meeting
paper based submission
presentation to selection committee
eligibility for submission of a tender
formatting requirements for the tender:
on-line application
use of a template
lodgement address
lodgement date
questions to be answered
tender specifications.
Product specificationsmay include:
commencement date for:
one off event
ongoing provision of products and services
series of events
customers or audience for products and services
identification of deliverables
indicative cost of supply
insurance requirements
legal requirements
legal responsibilities of the contractor
legal responsibilities of the principal
length of contract
operational and financial management requirements
outline of contractual arrangements
performance standards
products and services required
project management
quality assurance
requirement for management of:
environment
risk
resource requirements; human and physical
specified price or maximum price
style of products and services
timeline for the operation of a particular project.
Assessment of organisational capacity may include:
budgetary constraints outlined in the tender brief
compliance with regulations
diversification from range of products and services currently offered
geographic constraints
likely profit
other conflicting projects
resource capacity of organisation to provide scope of products and services
risk assessment of providing the products and services.
Viability may involve:
ability to meet the lodgement deadline
ability to meet the tender criteria and provide full information required
competition and prospect of winning the tender
cost of preparing the tender.
Others may include:
artists
financial specialists
graphic designers
industry association personnel
joint venture partners
legal representatives
managers
multimedia specialists
outsourced consultants
peers
photographers
professional writers
supervisors.
Operational information may include:
capacity of facilities to produce products
facilities management requirements
environmental sustainability policies and procedures
event management services
event specifications:
business program
entertainment
general concepts and themes
social program
staging, theming and styling
travel and touring arrangements
event technical equipment, specifications and services:
audio-visual
pyrotechnics
rigging
sound and lighting
special effects
stage design and construction
venue styling
policies, procedures and practices to manage:
crowds
environmental impacts
impacts on local community
risk to tourism, hospitality or event participants
work health and safety
product specifications:
accommodation
coach, car, aircraft, river and sea vessel details
guiding services
meal plans
menus
style of service, theme and decor
touring equipment details
touring itineraries
resources that will be utilised:
physical
human
suppliers, supply and cost specifications
special, new or hired equipment required to produce products or provide services
stock control
transport.
Supporting information may include:
awards won by the organisation
copies of:
business registration
industry accreditations
insurance policies
licences
membership of organisations
qualifications
details of current client base
organisational and individual employee profiles
photographs of current or previous products and services
plans, drawings, job specifications
product and service manuals
references and details of other successful undertakings
sample promotional materials
samples of work
structure of organisation
testimonials.
Relevant individuals and agencies may include:
community agencies
government agencies
high profile
local businesses
sponsors
statutory authorities.
Additional information may be provided:
by:
face-face conversation
formal meeting
telephone
in:
a presentation
writing.
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
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the ability to:
prepare multiple proposals in response to diverse tender specifications or client needs
effectively analyse client tender specifications or needs and clearly and comprehensively present information that is relevant to client criteria or needs
present professional and creative proposals which promote the organisation
integrate knowledge of organisational products, services and facilities and operational logistics for delivering the products and services subject to tender
complete proposals within commercial time constraints and nominated deadlines.
Context of and specific resources for assessment
Assessment must ensure use of:
a real or simulated tourism, hospitality or event industry business operation or activity for which tender, proposals or bids are prepared
computers, printers and software programs currently used by the tourism, hospitality and event industry to prepare proposals
tender briefs and specifications for tourism, hospitality or event products and services
financial and operational data used to prepare tenders for tourism, hospitality and event products and services.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
evaluation of a complete tender proposal, prepared by the individual, for the provision of products
evaluation of reports produced by the individual detailing the processes undertaken to prepare a proposal
activities that allow assessment of the individual’s ability to:
analyse the content of different tender brief, product specifications or client needs
prepare budgets and quotations for the provision of different products and services
write proposals that present information relevant to client criteria or needs
direct observation of the individual delivering a presentation of a tender, proposal or bid
written or oral questioning to assess knowledge of the role and nature of tender, proposal or bid processes; details of organisational products, services and facilities, and a range of formats for and inclusions of tender proposals
review of portfolios of evidence and thirdparty workplace reports of onthejob performance by the individual.
Guidance information for assessment
The assessor should design integrated assessment activities to holistically assess this unit with other units relevant to the industry sector, workplace and job role, for example:
SITHKOP404 Plan catering for events or functions
SITXEVT401 Plan in-house events or functions
SITXEVT602 Develop event concepts
SITXFIN501 Prepare and monitor budgets
SITXMGT501 Establish and conduct business relationships.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the ability to:
prepare multiple proposals in response to diverse tender specifications or client needs
effectively analyse client tender specifications or needs and clearly and comprehensively present information that is relevant to client criteria or needs
present professional and creative proposals which promote the organisation
integrate knowledge of organisational products, services and facilities and operational logistics for delivering the products and services subject to tender
complete proposals within commercial time constraints and nominated deadlines.
Context of and specific resources for assessment
Assessment must ensure use of:
a real or simulated tourism, hospitality or event industry business operation or activity for which tender, proposals or bids are prepared
computers, printers and software programs currently used by the tourism, hospitality and event industry to prepare proposals
tender briefs and specifications for tourism, hospitality or event products and services
financial and operational data used to prepare tenders for tourism, hospitality and event products and services.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
evaluation of a complete tender proposal, prepared by the individual, for the provision of products
evaluation of reports produced by the individual detailing the processes undertaken to prepare a proposal
activities that allow assessment of the individual’s ability to:
analyse the content of different tender brief, product specifications or client needs
prepare budgets and quotations for the provision of different products and services
write proposals that present information relevant to client criteria or needs
direct observation of the individual delivering a presentation of a tender, proposal or bid
written or oral questioning to assess knowledge of the role and nature of tender, proposal or bid processes; details of organisational products, services and facilities, and a range of formats for and inclusions of tender proposals
review of portfolios of evidence and thirdparty workplace reports of onthejob performance by the individual.
Guidance information for assessment
The assessor should design integrated assessment activities to holistically assess this unit with other units relevant to the industry sector, workplace and job role, for example:
SITHKOP404 Plan catering for events or functions
SITXEVT401 Plan in-house events or functions
SITXEVT602 Develop event concepts
SITXFIN501 Prepare and monitor budgets
SITXMGT501 Establish and conduct business relationships.
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| S6508 | SITXEVT008A | Plan and develop event proposals and bids | Unit of competency |
| WB947 | SITHCCC039B | Prepare tenders for catering contracts | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AWQ19 | SITXMPR008 | Prepare and present proposals | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| J698 | CUA40213 | Certificate IV in Community Culture | Qualification |
| J451 | SIT50212 | Diploma of Events | Qualification |
| J455 | SIT60212 | Advanced Diploma of Events | Qualification |
| J453 | SIT50412 | Diploma of Holiday Parks and Resorts | Qualification |
| J628 | SIT60313 | Advanced Diploma of Hospitality | Qualification |
| J627 | SIT50313 | Diploma of Hospitality | Qualification |
| J708 | CUA60213 | Advanced Diploma of Live Production and Management Services | Qualification |
| AZK8 | CUA50415 | Diploma of Live Production and Technical Services | Qualification |
| J512 | SIS40612 | Certificate IV in Sport Development | Qualification |
| J450 | SIT50112 | Diploma of Travel and Tourism | Qualification |
| J452 | SIT60112 | Advanced Diploma of Travel and Tourism | Qualification |