Finance and Management

CPCCBC4013 Prepare and evaluate tender documentation

14 June 2023 07:22 AM | UPDATED 12 months ago

CPCCBC4013 Prepare and evaluate tender documentation :

CPCCBC4013 Prepare and evaluate tender documentation
CPCCBC4013 Prepare and evaluate tender documentation

Table of Contents

Unit Outcomes

This unit of competency specifies the skills and knowledge required to evaluate project and contract requirements and prepare and formalise tender documentation in the building and construction industry. It includes interpreting, compiling and documenting essential project information and demands into a final tender document.

It applies to builders, estimators and managers in the building and construction industry who have a responsibility for evaluating and preparing tenders for residential and commercial projects.

This unit of competency is suitable for those using specialised knowledge to complete routine and non-routine tasks and using their own judgement to deal with predictable and sometimes unpredictable problems

Delivery Method

This unit will be delivered using a blended approach. You will be required to attend classes as scheduled in your timetable, complete all learning activities as set by your trainer and assessor and a range of self-directed learning tasks.

If at any stage, you are unable to complete any of the above activities, you must contact your trainer/assessor immediately to make alternative arrangements.

Assessment Tasks

To complete these assessments, you will require access to:

Assessment Summary

Once you have demonstrated to your trainer/assessor that you have the required skills and knowledge for the unit they will inform you that you are ready to be assessed.

To gain competency in this unit you must accurately complete the following assessment tasks:

TaskDescriptionDue Date
Assessment Task 1: Knowledge AssessmentStudents are required to complete all questions to a satisfactory level.As per training plan
Assessment Task 2: Practical AssessmentStudents are required to complete a number of tasks and observationsAs per training plan
Assessment Task 2: Workplace AssessmentStudents are required to complete a number of tasks and observationsAs per training plan
CPCCBC4013 Prepare and evaluate tender documentation

If you are unable to submit an assessment on or before the due date you must make arrangements with your trainer/assessor before the due date for an extension and a new submission date.  This should be followed-up with an email to [email protected] giving the reason for required extension.

Assessment Results

At the completion of each assessment task your trainer/assessor will deem your work to be:

  •   You have completed your assessment task adequately meeting all of the requirements.
  •   You have not provided enough evidence to meet all aspects of the assessment task.

Once all assessment tasks have been submitted you will receive an overall result for this unit being:

  •   All of the required assessments have received a result of ‘S’ meaning you have demonstrated that you can successfully meet all of the unit outcomes.
  •   One or more of your assessment tasks have received a result of NS meaning that you have not met the necessary requirements for that assessment.

Please refer to the student handbook for further information on re-assessment.

Reasonable Adjustments

An adjustment is any measure or action that you may require because of a disability, which has the effect of assisting you to access and participate in education and training on the same basis as students without a disability.  An adjustment is reasonable if it achieves this purpose while taking into account factors such as the nature of your disability, your views, and the potential effect of the adjustment on yourself and others, who might be affected, and the costs and benefits of making the adjustment.

We must maintain the academic integrity of a course and consider the requirements or components that are inherent or essential to its nature when assessing whether an adjustment is reasonable.  There may be more than one adjustment that is reasonable in a given set of circumstances.  We will make adjustments that are reasonable and that do not cause unjustifiable hardship to you and our organisation.

If at any time whilst you are undertaking the assessment and you require further clarification on the task or you believe you require an assessment to be adjusted due to a disability or other impacting situations, please speak to your trainer/assessor for further information or possible options.  During the assessment process your trainer/assessor can assist you with gaining an understanding of the task, but they are unable to provide you with the response or any answers.

Rules and Principles of Assessment

All assessment tasks have been designed to ensure that they meet all of the learning requirements of the unit you are undertaking.  They have also been designed to meet the rules and principles of assessments ensuring that all assessment tasks are:

Assessment Conditions

The assessments for this unit must be conducted in a quiet classroom or home study environment and workplace observations.

The assessments for this unit must also be conducted in a safe environment for the safety of all students and trainers/assessors.  Your trainer/assessor will cease the assessment at any time that they believe it has become unsafe for yourself and/or others around you.

If the assessment is ceased due to safety reasons your trainer/assessor may require you to undergo further training or make further adjustments to the task and/or environment prior to providing you with the opportunity to be re-assessed.

Re-Assessment

If you are unable to show competency in all of the required assessment tasks your trainer/assessor will inform you that you will need to undertake the assessment task again.

Prior to undertaking the re-assessment process, you may be required to complete further learning activities to consolidate your skills and knowledge.  Once you can demonstrate to your trainer/assessor that you possess the required skills and knowledge, they will inform you that you are ready to be assessed again. 

Please refer to your student handbook for further information on re-assessment.

Complaints and Appeals

If you believe that you have been unfairly assessed and wish to appeal your trainer/assessor’s decision or have any complaints in regards to your training or assessment results, please refer to our complaints and appeals procedure located on our website for further information.

Plagiarism

All work submitted must be your own work and not copied from any other source.  Any information utilised to assist you with your learning activities or assessments must be correctly referenced and a bibliography (name of author and title of book/publication) attached.

If the work submitted is found to have been copied it will be unable to be accepted as a form of evidence towards this unit of competency.

Please refer to our student handbook for further information.

Guidelines for Submission

  1. [email protected] providing the reason for extension.

Your trainer/assessor will provide you with feedback on your learning activities and assessment tasks after they have completed marking them generally within 14 days of submission.

ASSESSMENT TASKS

Assessment Task 1 – Knowledge Assessment

Answer the following questions about Australian Standards relevant to tender documentation.
 
What is the full title of AS 4120 – 1994?  
What is the scope of AS 4120 – 1994?  
List two other Australian Standards relevant to project risks (e.g. project delays, payment disputes) associated with tendering.  
CPCCBC4013 Prepare and evaluate tender documentation

Answer the following questions about building and construction regulations relevant to the tendering process.
 
What are the eight national principles for client and tenderer practices according to the Australian Ethical Procurement Principals Document  
Provide three key ethical principles outlined by the NCOP to ensure ethical behaviour at all stages of a project?  
Based on the state/territory you are in, what is the corresponding code adapted from the NCOP?  
Answer the following questions about the National Construction Code (NCC).
 
Differentiate NCC Volume 1, NCC Volume 2, and NCC Volume 3 from each other by identifying the application of each volume.      
How is the NCC relevant in preparing and evaluating tender documentation?  
Listed in the table below are tender documents. Explain the significance of each document in preparing a tender.
 
DocumentsSignificance
A letter of invitation to tender 
Form of tender 
Pre-construction information 
Site waste management plan 
Contract conditions 
Listed below are supporting documentation in preparing a tender. Explain the significance of each.
 
DocumentationRelevance
Artist’s impressions 
Building Information Modelling (BIM) 
Product information 
Promotional materials 
Reports and findings beneficial to the organisation 
Listed below are project risks associated with tendering. For each of the following items, provide a brief description and explain how each can impact a project.
 
RisksDescriptionImpact on project
Breach of Contract    Failure to fulfil contract terms and conditions.     
Project delays  Construction taking longer than planned.                    
Payment disputes  Disagreements over payment terms, amounts, timing.       
Delays in progress payments  Delays in receiving scheduled progress payments.               
Listed below are circumstances that pose risks associated with tendering. For each of the following items explain how each can impact project time and/or cost.
 
CircumstancesImpact on project time and/or cost
Delivery delays that extend project completion dates 
Labour shortages 
Weather 
Failure to adequately anticipate labour costs 
Failure to adequately anticipate materials costs 
Inappropriate funding levels 
Funding shortfalls 
Industrial disputes through misunderstandings or overt action 
Risk of default or non-performance of key players 
Below are sample clauses of an agreement between the client and building organisation. Identify the project risk related to exposure through clauses that work against the building organisation.
 
Where failure to perform or any delay in the part of the building organisation is caused by events outside the building organisation’s control (e.g.  civil commotion, acts of god, war, inability to acquire raw materials), duties and obligations of the building organisation shall be suspended for the duration of the event provided that both parties arrive at a mutually acceptable compromise; however, if such a reasonable compromise cannot be reached, either party may terminate this Agreement upon thirty (30) days written notice. The project risk for this clause is:    
The building organisation must compensate and hold harmless the client organisation from liabilities, damages, and costs that the client is legally obligated to pay as a result of death, injury to any person, or damage to any property, caused by the building organisation’s wilful misconduct, negligent act, error, or omission. Reimbursement for the client shall be based on the percentage of the building organisation’s liability. The project risk for this clause is:  
Listed below are different types of building and construction drawings necessary in preparing and evaluating tender documentation. Explain the purpose of each.
 
Types of DrawingsPurpose
Site plan 
Concept drawings/sketches 
Floor plans 
Detail drawings 
Elevations 
Section drawings 
Listed below are different types of construction specifications necessary in preparing and evaluating tender documentation. Briefly explain the scope of each.
 
Types of SpecificationsScope
Prescriptive specifications     
Performance specifications     
Proprietary specification 
Answer the following questions about the types of labour through the employee and subcontractor systems.
 
List two differences between skilled and unskilled labour.  
List three examples of skilled labour in construction.  
List three examples of unskilled labour in construction.  
CPCCBC4013 Prepare and evaluate tender documentation

Answer the following questions about the scope and usage of labour through the employee and subcontractor systems.
 
List three differences between the usage of labour in employee systems and subcontractor systems.  
What is the scope of construction work in employee systems?  
What is the scope of construction work in subcontractor systems?  

Assessment Task 2 – Practical Assessment

Candidate Instructions

The Practical Assessment is a set of tasks that must be completed in a workplace, or in an environment with conditions similar to that of a real workplace.

This assessment will help you demonstrate skill requirements relevant to selecting, preparing and administering a construction contract.

The Practical Assessment includes the following:

  1. Practical Assignment

A series of written practical tests assessing the candidate’s practical knowledge and understanding of the unit of competency.

  • Workplace Assessment

A set of tasks or activities completed according to set instructions and guidelines to meet the requirements of the relevant unit. These tasks and activities require you to have access to a workplace or a similar environment.

Preliminary Assessment Information

The tasks in this practical assessment must be completed in a workplace (or a similar environment) and in the context of: E.g. You are a builder, a site manager in training, foreperson, or an apprentice in this project, etc. Please approach your Training Provider for further assistance on accessing the resources required for this assessment. Before starting the practical assessment, record the following information for your assessor’s reference. When completing the tasks in this practical assessment ensure that your responses and performance must align with the information you have provided below. For example (but not limited to):
 

 

Residential Project

Work role/title 
Organisation/workplace 
Building and construction project 
Project overview 
Building classification 
Project site address 
State/territory where this project is being undertaken 
CPCCBC4013 Prepare and evaluate tender documentation

Commercial Project

Work role/title 
Organisation/workplace 
Building and construction project 
Project overview       
Building classification 
Project site address 
State/territory where this project is being undertaken 

Assessment Task 2 – Practical Assignment

Overview

The goal of this assessment is to assess your practical knowledge of: how a BOQ is put together (Sample available from the LMS)   This assessment has two parts: Part 1 discuss how a BOQ is put together and the purpose Part 2 discuss the steps that should be taken for approval of a tenders   You are required to: Access and review workplace documents relating to the organisation’s costing, tendering, and contracting structure and operations (e.g., workplace docs where you can find information on costing, tendering, and contracting structure and operations)Review the task instructions included in this Practical Assignment.Record your response as required in the instructions. Resources required for assessment are available from the LMS Sample BOQ House plans Commercial plans (factory’s) Contract Acceptance Letters commercial and domestic Students to write  
Answer the following questions about appropriate costing software programs.
 
List four examples of costing software programs used in building and construction project.  
What are the two building and construction costing software programs your organisation is using?  
Access and review workplace documents relating to the organisation’s costing, tendering and contracting structure and operations (e.g., workplace docs where you can find information on costing, tendering and contracting structure and operations) and answer the following questions.
 
Identify the stakeholders involved in your organisation’s building and construction costing system.          
Outline the processes in your organisation’s costing operations for building and construction projects.  
Identify the stakeholders involved in your organisation’s building and construction costing system.  
Outline the processes in your organisation’s tendering operations for building and construction projects.  
Identify the stakeholders involved in your organisation’s building and construction costing system.                
Outline your organisation’s contracting operations for building and construction projects.  
CPCCBC4013 Prepare and evaluate tender documentation


 

Assessment Task 3 – Tender Proposal

Part 1 Residential Tender

Access the project plans and specifications for the basic Residential project in the Parker Brent portal. You will be preparing a tender submission for this project. Research the project requirements and identify any risks related to this project. These risks must be noted in your tender submission document. Discuss the appropriate contract for this project and prepare a sample contract for submission with your tender file (your trainer will direct you as to which contract is required) Prepare a BOQ for this project. Sample available from the Parker Brent LMS Prepare and attach a client acceptance letter with any amendments and conditions to the tender or contract Collate all required information and prepare a tender document which would be submitted to your client Submit your tender proposal in a zip file named “Residential Tender Submission” Ensure you include all relevant documentation (plans, specifications, contract, tender proposal, client acceptance form, any other supporting evidence eg. Gantt chart) Note your tender submission must be complete and formatted in a manner suitable for presentation to a client  
Question 1:  Write a one-page report on how you have checked your documents / submission for accuracy, APPROVAL AND FINAL EVALUATION Title: Checking, Approval, and Final Evaluation of Tender Submission   Introduction: In preparing a tender submission for the residential project in the Parker Brent portal, it is crucial to ensure the accuracy, approval, and final evaluation of the documents. This report outlines the steps taken to check and review the tender submission for completeness and quality assurance.   Document Verification: To ensure accuracy and completeness, a thorough verification process was conducted for all the documents included in the tender submission. This involved checking that all the required plans, specifications, and supporting evidence were present and accurately represented the project requirements. Each document was cross-referenced with the project scope to ensure consistency and alignment.   Review by Stakeholders: The tender submission underwent a comprehensive review process involving key stakeholders. This included project managers, architects, quantity surveyors, and legal experts. Each stakeholder reviewed the relevant sections of the tender submission to assess its compliance with the project requirements, contractual obligations, and legal considerations.   Accuracy of Costing: The Bill of Quantities (BOQ) was meticulously prepared, ensuring accurate quantification and pricing of all items required for the project. The BOQ was reviewed by a qualified quantity surveyor to validate the accuracy of the cost estimations and ensure they align with market rates and industry standards.   Contractual Compliance: The appropriate contract for the residential project was identified based on the project requirements and legal considerations. A sample contract was prepared, incorporating all relevant clauses, terms, and conditions. Legal experts conducted a comprehensive review of the contract to ensure its compliance with applicable laws and regulations.   Client Acceptance: A client acceptance letter was prepared, clearly outlining any proposed amendments and conditions to the tender or contract. The letter was reviewed by the project team and legal experts to ensure its alignment with the project scope, contractual obligations, and client’s expectations.   Final Evaluation: The tender submission went through a final evaluation process to assess its overall quality, adherence to project requirements, and compliance with legal and contractual obligations. This evaluation involved a thorough assessment of all the documents, including the plans, specifications, BOQ, contract, and supporting evidence. Any identified issues or discrepancies were addressed and rectified to ensure a complete and accurate tender submission.   Conclusion: The tender submission for the residential project underwent a rigorous process of checking, approval, and final evaluation to ensure its accuracy, compliance, and quality. By involving key stakeholders, conducting thorough reviews, and addressing any identified issues, the tender submission was prepared to meet the highest standards of accuracy and completeness. This comprehensive approach enhances the chances of a successful tender outcome and establishes a strong foundation for the project’s execution.


Part 2 Commercial Tender

Access the project plans and specifications in the Parker Brent portal (Factory Drawings for a commercial project. You will be preparing a tender submission for this project. Research the project requirements and identify any risks related to this project. These risks must be noted in your tender submission document. Prepare a BOQ for this project. Sample Available from the Parker Brent LMS  Prepare and attach a client acceptance Letter from the developer with and any amendments and conditions to the tender or contract Collate all required information and prepare a tender document which would be submitted to your client Submit your tender proposal in a zip file named “Commercial Tender Submission” Ensure you include all relevant documentation (plans, specifications, contract, tender proposal, client acceptance form, any other supporting evidence eg. Gantt chart) Note your tender submission must be complete and formatted in a manner suitable for presentation to a client  
Question 1:  Write a one-page report on how you have checked your documents / submission for accuracy, APPROVAL AND FINAL EVALUATION Information Collection Parameters and Terms of Confidentiality and Security:   The information collected during the performance review will be gathered through various sources, including project documentation, direct observations, client feedback, and stakeholder input. The parameters for information collection will be clearly defined, outlining the specific data points, metrics, and feedback sources to be considered. Confidentiality and security measures will be in place to protect the privacy of the subcontractor and ensure that sensitive information is handled appropriately. Access to the collected information will be restricted to authorized personnel involved in the performance review process, and it will be handled in accordance with applicable privacy laws and regulations. Feedback and Appeal System:   A feedback and appeal system will be in place to provide subcontractors with the opportunity to challenge review outcomes if they disagree with the assessment. Subcontractors will be informed about the process for lodging an appeal, including the necessary steps, timelines, and contact points. The appeal system will ensure a fair and unbiased review of any disputed outcomes, considering additional evidence or perspectives provided by the subcontractor. Feedback and Outcome Discussion:   Feedback will be provided to each subcontractor during the performance review, highlighting their strengths, areas for improvement, and any concerns or issues identified. The feedback will be specific, constructive, and based on objective assessment criteria. The discussion will allow the subcontractor to ask questions, seek clarification, and provide their own perspective on their performance. Outcome and Remedial/Disciplinary Action:   The outcome of the performance review will be communicated to the subcontractor, clearly indicating whether their performance met expectations or if there are areas that require improvement. If remedial action is necessary, a plan will be developed collaboratively with the subcontractor, outlining the specific steps, timelines, and support mechanisms to address the identified deficiencies. In cases where disciplinary action is warranted due to serious performance issues or non-compliance, the appropriate measures will be implemented in accordance with contractual agreements, company policies, and relevant laws and regulations. Overall, the performance review process aims to foster open communication, provide meaningful feedback, and support subcontractors in their professional development. It ensures that performance expectations are clear, that any concerns or issues are addressed promptly, and that appropriate actions are taken to maintain project quality and compliance.
CPCCBC4013 Prepare and evaluate tender documentation

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