Prepare a detailed tender

Unit Descriptor This competency standard covers the process of preparing a detailed tender. It requires the ability to determine system requirements, estimate costs and document and confirm quotations with clients. Competency also requires a knowledge of communication and problem solving techniques to promote customer confidence. These work functions would be carried out under limited supervision within organisational guidelines. This unit may be applied to domestic, retail, commercial or industrial premises. PERFORMANCE CRITERIA 1. Specific tendering criteria, objectives and timeframes are identified and reviewed to verify client requirements 2. Client security requirements are analysed and if required, system configuration and security equipment specification requirements are determined 3. Capacity to provide client security equipment and system and / or services is assessed in accordance with client security requirements and organisational and legislative requirements 4. Viability of tendering for the provision of client security system / services is assessed to determine suitability 1. Organisation's rate schedules and / or industry based labour rates and conditions are applied to establish costings where appropriate, according to organisational policy and procedures 2. Quotations from external suppliers are obtained to ensure fair comparisons between suppliers 3. Availability of labour, equipment, materials and other relevant items is confirmed according to organisational requirements 4. Factors which may affect meeting client requirements are identified through site inspection and allowances for contingencies are made based on findings 5. All information is thoroughly reviewed to ensure accuracy and a detailed budget is prepared according to organisational and submission requirements 1. Tender is prepared using clear and concise language to explain benefits and rationale for security system / services in accordance with organisational standards relating to style

ELEMENT 1 . Analyse client requirements

2 . Estimate costs

3 . Prepare tender submission

and format 2. Tender is checked for accuracy to ensure it clearly documents client security system / service requirements and reflects submission requirements 3. Where possible, client is contacted prior to submission of tender to discuss system / service requirements and any necessary amendments are made according to organisational policy and procedures 4. Tender is lodged with client within designated timeframes and a copy is securely stored in accordance with organisational requirements 4 . Complete documentation 1. When required, security system and / or service benefits are clearly outlined in a professional format that allows the client opportunities for questions 2. Written agreement to tender submission is confirmed by both parties without delay and in accordance with legal and organisational procedures 3. Feedback is sought on outcomes of tender submission and process is reviewed to identify areas for improvement to support future tendering procedures and processes 4. Relevant documentation is updated accurately and promptly and is securely stored in accordance with organisational procedures