INSTITUTIONAL EVALUATION TOOLS

FOR

PLAN AND DEVELOP PROPOSAL OR BID

(Title of Unit of Competency)

 EVIDENCE PLAN

QUALIFICATION: EVENTS MANAGEMENT SERVICES NC III

Units of PLAN AND DEVELOP PROPOSAL OR BID
competency
covered
Ways in which evidence will be collected:

with Questioning
Observation with
[tick the column]

Demonstration

Examination
Questioning

Portfolio
Written
The evidence must show that the candidate
…
 Assessed contents of the event brief are
accurately interpreted and the company’s
capacity to meet stated requirements.
 Plan and identify action required for the
development of the proposal or bid.
 Liaison with customer is undertaken to
clarify requirements when appropriate.
 Develop details for inclusion in the
proposal/bid after consultation with
suppliers and other relevant agencies.
 Develop options to meet and, where possible,
exceed the expectations of the customer,
including integration of current and emerging
technology.
 Evaluate possible competitors and strategies
to address competitive issues are developed.
 Prepare bid materials within the designated
time lines in accordance with the
requirements of the brief.
 Present materials in a format that maximizes
the use of presentation and promotional
techniques.
 The proposal/bid is delivered within the
prescribed time line.
 Conduct proposal/bid presentation with
maximum visual/retention impact.
 WRITTEN EXAMINATION

I. True or False.. On the space provided before each number, write

TRUE if the statement is correct and FALSE if the statement is
incorrect.

_______1. Generally speaking an event refers to the things that

happen around us.
_______2. Special events are those that occur naturally in our
environment and our daily lives.
_______3. Special events are those that occur when people gather for
a purpose.
_______4. A birthday celebration is an ordinary event.
_______5. Special events are temporary and purposive gatherings of
people
_______6. Events Management is the organization and coordination
of the activities required to achieve the objectives of events.
_______7. All events are temporary in nature.
_______8. Events are naturally the same.
_______9. Every event is unique.
_______10. Events can involve single people as the focus.

II. IDENTIFICATION

.
_____________1. Events that involve managing facilities like sports
grounds, recreation centers, parks and entertainment
venues. Also, it can involve managing a celebration or
festival, sporting contest or concert.

_____________2. Events that include political, charitable and

commercial events, as well as sales events, such as
product launches, etc.

_____________3. Events that are meant to enrich the cultural standing

of the city in which they are held.

_____________4. Events organized by and for friends and family to

celebrate life’s important milestones.
 III. MATCHING TYPE

To what Event Element does the following question correspond to?

QUESTIONS ELEMENT
1. What event are we organizing?
2. Why are we organizing the event
Who are expected to attend and to organize
3. the event?
4. Where is it going to be held?
5. When is it going to be held?
6. How much is it going to cost?

ANSWER KEY
I. TRUE OR FALSE
1. TRUE
2. FALSE
3. TRUE
4. FALSE
5. TRUE
6. TRUE
7. TRUE
8. FALSE
9. TRUE
10. TRUE

II. IDENTIFICATION

1. Leisure Events
2. Organizational or Corporate Events
3. Cultural Events
4. Personal Events

III. MATCHING TYPE

1. Type and title of event

2. Purpose for holding the event
3. Participants of the event and the role they play
4. Place or venue where the event is going to take place
5. Date and Time of the event
6. Resources
 JOB SHEET

Title: Prepare an EVENT BRIEF

Performance Following the 5W and 1H you must be able to
Objective: create an Event Brief for your client.
 Ballpen
Supplies :  Yellow Paper/ Bond Papers
 Eraser
Computer Set/ Laptop
Equipment :
Printer
Steps/Procedure:

1. Use the example of template #2; create your own event brief for a
prospective client who will be celebrating her debut.
2. Present the Brief to your Trainer for checking.

Assessment Method:

Performance Criteria Checklist

Performance Criteria Checklist for

Job Sheet

Trainee’s Name__________________________ Date ________________

Task: Create an Event Brief

Criteria YES NO
Are the following details included in the event brief?
1. Name or Title of the Event?

2. Purpose of the event?

3. Start and end date of the event?

4. Venue of the event?

5. Number of event participants?

6. Proposed budget of the event?

 JOB SHEET

Title: Write an Event Proposal

Performance Write an Event proposal for a client who is
Objective: celebrating her debut.
 Ballpen
Supplies :  Yellow Paper/ Bond Papers
 Eraser
Computer Set/ Laptop
Equipment :
Printer
Steps/Procedure:

1. Create your company profile

2. Include the description of the event
3. Include “experiences” as an event bidder
4. Include testimonies of satisfied clients
5. Include at least 3 possible venues for the event detailing pros
and cons for each
6. Include the proposed budget

Assessment Method:

Performance Criteria Checklist

Performance Criteria Checklist for

Trainee’s Name__________________________ Date ________________

Task: Create an Event Brief

Criteria YES NO
Are the following details included in the event
proposal?
1. Profile of the company
2. Event description
3. “Experiences” as an event bidder
4. Testimonies of satisfied clients
3 possible venues for the event
5.
detailing pros and cons for each
6. Proposed budget
Demonstration and Questioning Checklist
Candidate’s
name:
Trainer’s name:
QUALIFICATION: EVENTS MANAGEMENT SERVICES NC III
Units of PLAN AND DEVELOP EVENT PROPOSAL OR BID
competency
covered:
Date of
assessment:
Time of
assessment:
Instructions for demonstration
Please see attached Instruction for Demonstration (Candidate)
Supplies and Materials Tools and equipment
 Pen and Paper  Complete Set of Computer
 Printer

 to show if
evidence is
demonstrated
During the demonstration of skills, the candidate: N/
Yes No
A
 Demonstrated ability to undertake the
proposal/bidding process for a specific meeting/event,
including effective assessment of the event brief,
  
coordination of all details and resources to meet the
bid requirements and professional presentation of bid
materials and documents.
 Demonstrated knowledge of typical bid/proposal
  
requirements and formats.
 INSTRUCTION FOR DEMONSTRATION:
(FOR THE CANDIDATE)
Candidate’s
name:
Trainer’s name:
QUALIFICATION: EVENTS MANAGEMENT SERVICES NC III
Units of PLAN AND DEVELOP EVENT PROPOSAL OR BID
competency
covered:
Date of
assessment:
Time of
assessment:

PLEASE READ CAREFULLY:

1. The trainer will provide you the necessary supplies/materials,

tools/instruments and forms. Inform the Assessor if you intend to
use your own materials/supplies, tools and instrument.

2. The trainer will allow 15 minutes for you to familiarize yourself

with the resources to be used in this demonstration.

3. You are required to perform the following:

Given the necessary tools, equipment, supplies and materials, the

candidate is required to prepare the following:

A. Following the 5W and 1H you must be able to create an Event

Brief for your client.

B. Write an Event proposal for a client who is celebrating her debut.

4. Trainer may perform oral questioning of the candidate before or

after the performance of the tasks.
 INSTRUCTION FOR DEMONSTRATION:
(FOR THE TRAINER)
Candidate’s
name:
Trainer’s name:
QUALIFICATION: EVENTS MANAGEMENT SERVICES NC III
Units of PLAN AND DEVELOP EVENT PROPOSAL OR BID
competency
covered:

PLEASE READ CAREFULLY AND PREPARE AS NECESSARY:

1) The Trainees will:
a. Provide for the necessary tools, equipment, supplies and materials.
(Please refer to List of Tools, Materials and Equipment). In cases
wherein the trainees intends to use his/her own
materials/supplies, tools and instrument, the Assessor must check
the appropriateness of the candidate’s own materials/supplies,
tools and instrument.
b. Set-up the demonstration area.
c. Provide the trainees copy of the Instruction for Demonstration For
Trainees.
d. Ensure that the trainees FULLY understands the instruction
before proceeding to the performance of the task.
e. Ensure demonstrations of tasks shall be performed according to
the given Instruction for candidate.
f. Allow 15 minutes for the trainees to familiarize him/her/self with
the resources to be used in this demonstration.
g. Ensure that the trainees is wearing appropriate personal protective
equipment before allowing him/her to proceed with the task.

2) During the demonstration of skills, the Trainer will check using the
Demonstration Checklist if the trainees was able to perform the
tasks specified in the Demonstration Checklist:

3) The Trainer, based on the performance of the trainees should give

immediate feedback.

4) The Trainer should advise the trainees on the next method of

assessment that he/she will undertake.
 COMPETENCY ASSESSMENT RESULT SUMMARY

Candidate’s Name:
Trainer’s Name:
Qualification: EVENTS MANAGEMENT SERVICES NC III
Units of Competency PLAN AND DEVELOP EVENT PROPOSAL OR BID
covered:
Date of Assessment
The performance of the trainee in the following Satisfactory Not
assessment methods: [Pls. Tick (/) appropriate box] Satisfactory
A. Observation with questioning  
B. Demonstration with questioning  
C. Portfolio  
D. Written Examination
 
Did the trainee overall performance meet the
 
required evidences / standards?
Recommendation
 For re-assessment. _____________________________________
 For submission of document. Pls. specify (Portfolio Document)
_______________________
 For issuance of certificate. Pls. Specify (Qualification, NC Level )
_____________________

General Comments [Strengths / Improvements needed]

Trainees’s signature: Date:

Trainer’s signature: Date: