Unit of competency details

Unit Descriptor 

1) Scope: 

1.1) Descriptor 

This unit covers the preparation of tender documents. It encompasses reading and understanding tender requirements and project specifications, verifying estimates and capacity to meet timelines, complying with legal requirements and documenting submissions.

Application of the Unit 

2) 

This unit is intended for competency development entry-level employment-based programs incorporated in approved contracts of training. It applies to any formal recognition for this standard at the aligned AQF 5 level or higher.

License to practice 

3)  

The skills and knowledge described in this unit do not require a licence to practise in the workplace. However, practice in this unit is subject to regulations directly related to occupational health and safety and where applicable contracts of training such as apprenticeships.

Prerequisite Unit(s) 

4) 

4.1) Competencies 

Granting competency in this unit shall be made only after competency in the following unit(s) has/have been confirmed.

UEENEEC005B Estimate electrotechnology projects

Literacy and numeracy skills 

4.2)  

Participants are best equipped to achieve competency in this unit if they have reading, writing and numeracy skills indicated by the following scales. Description of each scale is given in Volume 2, Part 3 'Literacy and Numeracy'

Reading

5

Writing

5

Numeracy

5

Employability Skills 

5) 

The required outcomes described in this unit of competency contain applicable facets of Employability Skills. The Employability Skills Summary of the qualification in which this unit of competency is packaged will assist in identifying Employability Skill requirements.

6)  Elements describe the essential outcomes of a unit of competency

Performance criteria describe the required performance needed to demonstrate achievement of the Element. Assessment of performance is to be consistent with the evidence guide.

ELEMENT 

PERFORMANCE CRITERIA 

1

Ascertain tender requirements.

1.1

OHS procedures for a given work area are identified, obtained and understood.

1.2

Established OHS risk control measures and procedures are followed.

1.3

The extent of the work under the tender is determined from tender documents.

1.4

Special conditions and requirements for lodging the tender are ascertained from tender documents.

1.5

Appropriately competent person(s) is engaged to estimate material, labour and other costs.

1.6

Activities are planned to meet specified tender closing date/time.

2

Assemble tender submission.

2.1

All inputs to the tender are obtained and checked with person(s) responsible for their development.

2.2

Materials and human resources needed to complete the work under the conditions of the tender are confirmed with person(s) responsible.

2.3

Legal advice is sought on contingent aspects of the tender.

2.4

Contingency allowances are included in the tender in accordance with established policies and procedures.

3

Document tender submission.

3.1

Tender submission is documented in tender lodgement requirements and in accordance with established policies and procedures.

3.2

Tender submission is checked for accuracy against tender documents and all other inputs and made ready for lodgement before the closing date/time.

REQUIRED SKILLS AND KNOWLEDGE 

8)  This describes the essential skills and knowledge and their level, required for this unit.

Evidence must show that knowledge has been acquired of safe working practices and preparing tender submissions.

All knowledge and skills detailed in this unit should be contextualised to current industry practices and technologies.

KS01-EC006B Electrotechnology project tenders  

Evidence shall show an understanding of electrotechnology project tenders to an extent indicated by the following aspects:

T1 Purpose and sources of a tender

T2 Documents supplied with a tender

T3 Typical special conditions included in a tender

T4 Tender submission requirements

EVIDENCE GUIDE 

9)  This provides essential advice for assessment of the unit. It must be read in conjunction with the performance criteria and the range statement of the unit and the Training Package Assessment Guidelines.

The Evidence Guide forms an integral part of this unit. It must be used in conjunction with all parts of this unit and performed in accordance with the Assessment Guidelines of this Training Package.

Overview of Assessment 

9.1)  

Longitudinal competency development approaches to assessment, such as Profiling, require data to be reliably gathered in a form that can be consistently interpreted over time. This approach is best utilised in Apprenticeship programs and reduces assessment intervention. It is the industry-preferred model for apprenticeships. However, where summative (or final) assessment is used it is to include the application of the competency in the normal work environment or, at a minimum, the application of the competency in a realistically simulated work environment. It is recognised that, in some circumstances, assessment in part or full can occur outside the workplace. However, it must be in accordance with industry and regulatory policy.

Methods chosen for a particular assessment will be influenced by various factors. These include the extent of the assessment, the most effective locations for the assessment activities to take place, access to physical resources, additional safety measures that may be required and the critical nature of the competencies being assessed.

The critical safety nature of working with electricity, electrical equipment, gas or any other hazardous substance/material carries risk in deeming a person competent. Sources of evidence need to be 'rich' in nature to minimise error in judgment.

Activities associated with normal everyday work have a bearing on the decision as to how much and how detailed the data gathered will contribute to its 'richness'. Some skills are more critical to safety and operational requirements while the same skills may be more or less frequently practised. These points are raised for the assessors to consider when choosing an assessment method and developing assessment instruments. Sample assessment instruments are included for Assessors in the Assessment Guidelines of this Training Package.

Critical aspects of evidence required to demonstrate competency in this unit 

9.2)  

Before the critical aspects of evidence are considered all prerequisites must be met.

Evidence for competence in this unit shall be considered holistically. Each Element and associated performance criteria shall be demonstrated on at least two occasions in accordance with the 'Assessment Guidelines - UEE07'. Evidence shall also comprise:

• A representative body of work performance demonstrated within the timeframes typically expected of the discipline, work function and industrial environment. In particular this shall incorporate evidence that shows a candidate is able to:

• Implement Occupational Health and Safety workplace procedures and practices, including the use of risk control measures as specified in the performance criteria and range statement
• Apply sustainable energy principles and practices as specified in the performance criteria and range statement
• Demonstrate an understanding of the essential knowledge and associated skills as described in this unit. It may be required by some jurisdictions that RTOs provide a percentile graded result for the purpose of regulatory or licensing requirements.
• Demonstrate an appropriate level of skills enabling employment
• Conduct work observing the relevant Anti Discrimination legislation, regulations, polices and workplace procedures

• Demonstrated consistent performance across a representative range of contexts from the prescribed items below:

• Prepare tender submissions for electrotechnology projects as described in 8) including:

A

Ascertaining the extent of the work under the tender accurately

B

Ascertaining special conditions and requirements for lodging the tender

C

Planning tender submission work effectively

D

Checking all input to the tender submission accurately

E

Applying legal advise to contingent issues

F

Documenting the tender submission ready for lodgement before the closing date/time

G

Dealing with unplanned events by drawing on essential knowledge and skills to provide appropriate solutions incorporated in a holistic assessment with the above listed items

Context of and specific resources for assessment 

9.3) 

This unit should be assessed as it relates to normal work practice using procedures, information and resources typical of a workplace. This should include:

• OHS policy and work procedures and instructions.
• Suitable work environment, facilities, equipment and materials to undertake actual work as prescribed in this unit.

These should be used in the formal learning/assessment environment.

Note:

Where simulation is considered a suitable strategy for assessment it must ensure that the conditions for assessment are authentic and as far as possible reproduce and replicate the workplace and is consistent with the approved industry simulation policy.

The resources used for assessment should reflect current industry practices in relation to preparing tender submission for electrotechnology projects.

Method of assessment 

9.4)  

This unit shall be assessed by methods given in Volume 1, Part 3 'Assessment Guidelines'.

Note:
Competent performance with inherent safe working practices is expected in the Industry to which this unit applies. This requires that the specified essential knowledge and associated skills are assessed in a structured environment which is primarily intended for learning/assessment and incorporates all necessary equipment and facilities for learners to develop and demonstrate the essential knowledge and skills described in this unit.

Concurrent assessment and relationship with other units 

9.5) 

Granting competency in this unit shall be made only after competency in the following unit(s) has/have been confirmed:

UEENEED001B

Use basic computer applications relevant to a workplace

RANGE STATEMENT 

10)  This relates to the unit as a whole providing the range of contexts and conditions to which the performance criteria apply. It allows for different work environments and situations that will affect performance.

This unit must be demonstrated in relation to preparing tender submissions for at least two electrotechnology projects. The tenders apply to any of the following electrotechnology disciplines.

• Automation technologies
• Computers
• Data Communications
• Electrical
• Electrical Machines
• Electronics
• Fire Protection
• Instrumentation
• Refrigeration and Air Conditioning
• Renewable/sustainable energy, and
• Security technology

Generic terms used throughout this Vocational Standard shall be regarded as part of the Range Statement in which competency is demonstrated. The definition of these and other terms that apply are given in Volume 2, Part 2.1.

Competency Field 

11) 

Commercial