Prepare and evaluate tender documentation

ASSESSMENT SUMMARY / COVERSHEET

This form is to be completed by the assessor and used a final record of student competency.
All student submissions including any associated checklists (outlined below) are to be attached to this cover
sheet before placing on the students file.
Student results are not to be entered onto the Student Database unless all relevant paperwork is completed
and attached to this form.
Student Name:
Student ID No:
Final Completion Date:
Course Title: CPC40110 Cert IV Building & Construction
Unit Code: CPCCBC4013A
Unit Title: Prepare and evaluate tender documentation
Please attach the following documentation to this form: Result
S = Satisfactory
NS = Not
Satisfactory
Assessment 1 Risk analysis in T-chart template attached S NS
Checklist for preparing tender document
attached
S NS
Assessment 2 Tender document attached S NS
Assessment 3 Observation checklist attached S NS
Assessment 4 Copy of email attached S NS
Assessment 5 Written assessment attached S NS
Final Assessment Result for this unit S NYC
Assessor’s Feedback
Student Declaration: I declare that I have
been assessed in this unit, and I have been
advised of my result. I also am aware of my
appeal rights.
Assessor Declaration: I declare that I have
conducted a fair, valid, reliable and flexible
assessment with this student, and I have provided
appropriate feedback
Name Name
Signature Signature
Date Date
Administrative use only
Entered into Student Management
Database
Date Initials

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
1

ASSESSMENT 1 – STUDENT INFORMATION
Metharom Construction (MC) plans to become a leading provider of housing construction and
renovation services in the South-East Melbourne area. The company’s overall strategy will be based
on a continuing improvement process of setting objectives, measuring results, and providing
feedback to facilitate further growth and progress. They have been involved in commercial
construction for 3 years and are now branching out to residential housing. You are a construction
manager who will be managing the repair work of a building of a single rise dwelling (1040 Greenacre
Boulevard, Northcote, Victoria, 3070 project). You are preparing a tender for this repair project. The
client is comparing your company to other companies and they would like the bathroom to be
finished and ready to occupy no later than 6weeks from now.
For more information, refer to the appendices.
Prepare the checklist for tender document and evaluate risk
(Approximately 600 words).
The owner for 1040 Greenacre is inviting tender quotes for repair work. You are required
to analyse and evaluate the risk in submitting the tender for this project, on behalf of
Metharom for 1040 Greenacre Boulevard, Northcote, Victoria, 3070. The project details are
provided in appendix A. You are also required to refer to the plans provided.
Repair works are to correct the current leak and to prevent the leak from recurring. They
need the complete bathroom renovation with major structural changes as below:
• Floor tiles to be replaced with high quality porcelain
• Bath – flexible fibreglass
• Frameless shower screens with thicker glass
• 900mm wall hung vanity with hidden handles
• Waterproofing
Conduct an analysis of the potential contract for risk and prepare a checklist to help the
tendering process.
A. Conduct a risk analysis of the potential contract for risk using a T-Chart template,
make sure that you justify your risks and benefits by referring to the 1040
Greenacre Boulevard Project details
B. Prepare a checklist to help the tendering process. (include minimum 6 for the
checklist).
Materials needed:
Appendix A:
• Description of the 1040 Greenacre Boulevard Project.
• Tender clauses
• Contract clauses
Plans for 1040 Greenacre Boulevard Project
Note:
The work you submit must be your own.
Studentshavetheresponsibilitytomaintainthehighestethicalstandardsof academic integrity
in their work. Academic misconduct by students in examinations or in other forms of
assessment is unacceptable.
Prior to submitting an assessment, each student will be required to complete an
assessment coversheet which will ask the to sign a declaration say they have not
plagiarised and that they have read and understood the OPIE Plagiarism policy.
All work submitted will be checked to ensure authenticity.
Students found to have plagiarised will be forced to re-submit the assessment and be
required to pay the re-submission fee of $350 per unit of competency and may be subject
to disciplinary action.

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
2

ASSESSMENT 1 – ASSESSOR CHECKLIST
Student Name:
Student ID No:
Final Completion Date:
Unit Code& Title: CPCCBC4013A – Prepare and evaluate tender
documentation
Evaluate contract risk
Assessment Task 1 Performance Criteria
The owner for 1040 Greenacre is inviting tender
quotes for repair work. You are required to
analyse and evaluate the risk in submitting the
tender for this project, on behalf of Metharom for
the 1040 Greenacre Boulevard, Northcote,
Victoria, 3070. The project details are provided in
appendices A. You are also required to refer to
the plans provided.
Repair works are to correct the current major
leak and to prevent the leak from recurring. The
bath has been cracked too They need the
Complete bathroom renovation with major
structural changes as below
Floor Tiles to be replaced with high
quality porcelain
Bath – flexible fibreglass
Frameless shower screens with
thicker glass
900mm wall hung vanity with hidden
handles
Waterproofing, to ensure your
bathroom doesn’t leak
A) Use a T-Chart template, list the risks and
the benefits associated with taking on
the 1040 Greenacre Boulevard repair
work (maximum 350 words). Make sure
that justify some of your risks and
benefits by referring to the 1040
Greenacre Boulevard Project contract
and your company contracts policy.
Conduct an analysis of the potential
contract for risk and checklist to help the
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.

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
3

tendering process (include minimum 6
for the checklist).
Materials needed:
Appendix A:
Description of the 1040 Greenacre
Boulevard Project.
Tender clauses
Contract clauses
Plans for 1040 Greenacre Boulevard Project
1 In preparing the checklist
and analysing the risk for
tender, did the student:
Date:
a) Conduct a risk analysis of the potential contract for risk using a T chart
template
Student created the risk analysis
using t-chart template
Yes No
Student covered minimum of six from the below risks
Design or documentation errors Availability of labour, materials,
equipment
Buildability issues
Subcontractor/supplier ability
Incomplete design
Possible estimation error
Site access issues
Inclement weather
Scope changes
Ecological damage/pollution
Financial failures of subcontractors

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
4

Changes in regulations/ legislation
Site safety requirements
Financial failure of owner
Equipment failure
Unforeseen site conditions
Low labour productivity
Rework
Political uncertainty
Fire
Comments
b) Conduct risk analysis
Student conducted a satisfactory
risk analysis to decide on the tender
Yes No
Comments
c) Created a checklist to prepare a tender
Student created satisfactory
checklist :
Yes No
Student included the below in the checklist
Statement of skills, work-related goals
A risk assessment and management plan has been developed.

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
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A contract management plan has been commenced.
climate change and environmental policies
a clear description of the goods and/or services to be procured;
all other relevant terms and conditions of the tender
details of any applicable Government policies and principles;
Include a detailed design (repair details, layout plans, colour
schemes, elevations, material samples
Prepare tender documents including the schedule of works, form
of tender, tender drawings, specifications and particulars for
tender
Referees
Insurance
Estimate of costs.
Schedule of duties
Comments
Results Satisfactory
Not Satisfactory
Not Assessed

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
6

Student Declaration: I declare that I have
been assessed in this unit, and I have been
advised of my result. I also am aware of my
appeal rights.
Name
Signature
Date
Assessor Declaration: I declare that I have
conducted a fair, valid, reliable, and flexible
assessment with this student, and I have provided
appropriate feedback
Name
Signature
Date

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
7

ASSESSMENT 2 – STUDENT INFORMATION
Compile your resources for the tender
Using your company tender acquisition policy and procedures; assemble all of the
necessary documents in order to write the tender.
Based on your checklist , create a tender for the repair work as mentioned in assessment
1
You are required to scan the tender along with all other relevant documents compiled into
one file and send a soft copy to your assessor
Minimum acceptable things in the tender should be
• Specifications
• Scope of work
• Project schedule
• costing
For help in merging these files, you can watch the video here:

Please note that you will need to email this assessment to your assessor as a soft copy.

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
8

ASSESSMENT 2 – ASSESSOR CHECKLIST
Student Name:
Student ID No:
Final Completion Date:
Unit Code& Title: CPCCBC4013A – Prepare and evaluate tender
documentation
Prepare tender documentation/
Identify and attach appropriate supporting documentation
Assessment Task 2 Performance Criteria
Using your company tender acquisition policy
and procedures; assemble all of the necessary
documents in order to write the tender.
Based on your checklist , create a tender for the
repair work as mentioned in assessment 1
You are required to scan the tender along with
all other relevant documents compile into one
file and send soft copy to your assessor
Minimum acceptable things in the tender should
be
Specifications
Scope of work
Project schedule
costing
For help in merging these files, you can
watch the video here:
https://www.youtube.com/watch?v=jtjKrWo1rHc
Please note that you will need to email this
assessment to your assessor as a soft copy.
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.
3.1. 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.
2 In compiling your resources for the
tender, did the student:
Date:

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
9

2a) Create the tender for the repair work project and attach all supporting
relevant documents
The student’s demonstrated knowledge on:
preparing the tender
organisation clauses on tenders
Understanding relevant supporting documents/drawings and
specifications
Comments
Results Satisfactory
Not Satisfactory
Not Assessed
Student Declaration: I declare that I have
been assessed in this unit, and I have been
advised of my result. I also am aware of my
appeal rights.
Name
Signature
Date
Assessor Declaration: I declare that I have
conducted a fair, valid, reliable, and flexible
assessment with this student, and I have provided
appropriate feedback
Name
Signature
Date

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
10

ASSESSMENT 3 – STUDENT INFORMATION
Conduct an evaluation (Role play) maximum 400 words
You are required to meet with your manager and discuss the tender. The manager will
need to evaluate and approve the tender as prepared in assessment 2
Conduct a preliminary evaluation of the tender by:
A) checking the calculations
B) ensuring the tender complies with your company finance guidelines
C) ensuring the tender complies with your company administrative guidelines
D) Using the template provided in appendices describe any identified errors and
state how you would correct them by creating amendments (maximum 1000
words).
The assessment words should be maximum of 400 words.

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
11

ASSESSMENT 3 – ASSESSOR CHECKLIST
Student Name:
Student ID No:
Final Completion Date:
Unit Code& Title: CPCCBC4013A – Prepare and evaluate tender
documentation
Evaluate completed tender documentation
Assessment Task 3 Performance Criteria
You are required to meet with your
manager and discuss the tender. The
manager will need to evaluate and approve
the tender.
Conduct a preliminary evaluation of the
tender by:
A. checking the calculations
B. ensuring the tender complies with
your company finance guidelines
C. ensuring the tender complies with
your company administrative
guidelines
D. Describe any identified errors and
state how you would correct them
by creating amendments (maximum
1000 words).
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
3 In conducting an evaluation , did
the student:
Date:
a) Meet with the Manager and participate in the evaluation of the tender
Student conducted a satisfactory
meeting with the manager
Yes No
Student demonstrated knowledge on the following:
Identifying the errors
Legislation changes

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
12

Government policies
Costing
Calculations
Ensuring the tender adheres to organisation guidelines on
finance and administration
the scope of work
Comments
Results Satisfactory
Not Satisfactory
Not Assessed
Student Declaration: I declare that I have
been assessed in this unit, and I have been
advised of my result. I also am aware of my
appeal rights.
Name
Signature
Date
Assessor Declaration: I declare that I have
conducted a fair, valid, reliable, and flexible
assessment with this student, and I have provided
appropriate feedback
Name
Signature
Date
Administrative use only
Entered onto Student Management Database Date Initials

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
13

ASSESSMENT 4 – STUDENT INFORMATION
Submit your tender
A) Write an email to the upper management explaining why you have created a tender
for this project. You will also need to ask your CEO for permission to go ahead with
the project in this email (maximum 350 words).
B) Using your meeting records from assessment 3, make the required changes to the
tender and email to the client (your assessor)
Your email should include:
• final documents with the amendments made
• summary of these amendments
• contents page/s
• cover page

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
14

ASSESSMENT 4 – ASSESSOR CHECKLIST
Student Name:
Student ID No:
Final Completion Date:
Unit Code& Title: CPCCBC4013A – Prepare and evaluate tender
documentation
Obtain tender approval or endorsement
Assessment Task 4 Performance Criteria
A) Write an email to the upper management
explaining why you have created a tender
for this Project. You will also need to ask
your CEO for permission to go ahead with
the project in this email (maximum 350
words).
Using your meeting records from
assessment 3 make the required changes
to the tender and email to the client (your
assessor)
Your email should include:
final documents with the
amendments made
summary of these amendments
contents page/s
cover page
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.
4 In seeking approval for the tender,
did the student:
Date:
a) Write an email to seek permission or approval to go ahead with the tender
Student wrote a satisfactory email to
the CEO
Yes No
Student included the following points:
Benefits of undertaking this project
Total cost

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
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Estimated profits
Time required
Site location
plans
Comments
Results Satisfactory
Not Satisfactory
Not Assessed
Student Declaration: I declare that I have
been assessed in this unit, and I have been
advised of my result. I also am aware of my
appeal rights.
Name
Signature
Date
Assessor Declaration: I declare that I have
conducted a fair, valid, reliable, and flexible
assessment with this student, and I have provided
appropriate feedback
Name
Signature
Date

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
16

ASSESSMENT 3 – WRITTEN ASSESSMENT
Student Name:
Student ID No:
Final Completion Date:
Student Instructions:
This is a closed book written assessment. In the time allocated, you are to answer all of the
following questions. Make sure you:
• Print/Type Clearly
• Answer all questions
• Use a black or blue pen if typing. Assessments written in pencil will not be accepted.
• Ask your assessor if you do not understand a question. Whist your assessor cannot
tell you the answer, he/she may be able to re-word the question for you
• Do not talk to your classmates. If you are caught talking, you will be asked to leave
and your assessment will not be marked.
• Do not cheat. Anyone caught cheating will automatically be marked Not Yet
Competent for this unit. There are NO EXCEPTIONS to this rule.
• You have 1.5 hours to complete all questions
1 List any two critical elements that must be included in a domestic building
contract.
Satisfactory Not Satisfactory
Comments

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
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2 Explain how you can control the number of employees and contractors on
your construction site.
Satisfactory Not Satisfactory
Comments
3 Explain the relevance of Worksafe Victoria and why it is important for the
Victorian construction industry.
Satisfactory Not Satisfactory
Comments

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
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4 Explain what 1mm will equal when reading a floor plan that uses a scale of
1:100
Satisfactory Not Satisfactory
Comments
5 Describe the difference between ‘on staff’ and ‘independent contractors’.
Satisfactory Not Satisfactory
Comments

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
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6 Explain what ‘prime costs’ are and how they differ from ‘provisional sums’.
Satisfactory Not Satisfactory
Comments
7 Explain what a SPI (Standard Parcel Identifier) is and how you would obtain
one in Victoria.
Satisfactory Not Satisfactory
Comments

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
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8 Explain the difference between ‘floor plans’ and ‘elevations’.
Satisfactory Not Satisfactory
Comments
END OF WRITTEN ASSESSMENT
Before you hand in your assessment, make sure that you:
1. Have you re-checked your answers to make sure you are happy with your responses?
2. Have written/type your Name, Date Completed on the front page?
3. Have you completed the student declaration section below?
Student Declaration: : I declare that the work
submitted is my own and has not been copied or
plagiarised from any person or source.
Name
Signature
Date
ASSESSOR USE ONLY
Results Satisfactory
Not Satisfactory
Not Assessed
Comments

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
21

Assessor Declaration: I declare that I have
conducted a fair, valid, reliable and flexible
assessment with this student, and I have
provided appropriate feedback.
Name
Signature
Date
Administrative use only
Entered onto Student Management Database Date Initial
In the written assessment, did the student: Satisfactory:
Did the student answer all questions
correctly? (Please note which questions
were answered incorrectly, if applicable).
Yes No
Comments
In the written assessment, did the student: Satisfactory:
If ‘no’ to the above, did you identify gaps in
the student’s understanding and
knowledge?
Yes No
Comments
In the written assessment, did the student: Satisfactory:
If ‘yes’ to the above, what arrangements
have been made for reassessment?
Yes No
Comments
Please add any further comments about this assessment on the Assessment Cover Sheet.

Address: 1a/56 Paradise Avenue, Miami 4220
Email: [email protected] | Phone: 07 5554 6907 | Website: gic.edu.au
22