(CPCCBC4013A)-Prepare and Evaluate Tender Documentation

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In this assessment we will discuss about diploma of building & construction and below are the summaries point:- This text describes a unit of competency for preparing and evaluating tender documentation in the building and construction industry. The assessment methods include written questions, a project, and a case study. The learning outcomes include skills and knowledge related to communication, calculation, interpretation, and documentation production.
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Learners Assessment
Certificate IV in Building and
Construction (Estimating) &
Diploma of Building & Construction
Unit: CPCCBC4013A Prepare and
Evaluate Tender Documentation
Course: CPC40308
CPC50210
Trade Institute of Victoria Pty Ltd 195 Champion Road, Williamstown North VIC 3016 P 03 9399 9511 F 03 9399 9566
ABN 32 124 089 916 www.tiv.vic.edu.au info@tiv.vic.edu.au
CPCCBC4013A LearnerAssessment V12.4 July 2016 Page 1 of 13
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UNIT DESCRIPTION AND
ASSESSMENT REQUIREMENTS
ESSENTIAL ADMINISTRATIVE INFORMATION
Unit Code CPCCBC4013A
Unit Title Prepare and evaluate tender documentation
Mode of study Blended
Application of the Unit This unit of competency supports the needs of builders,
estimators and managers in the building and construction
industry who have a responsibility to evaluate and prepare
tenders for residential and commercial projects.
Unit description This unit of competency specifies the outcomes required to
evaluate contract specifications and information and to
prepare tender documents associated with projects in the
building and construction industries.
Knowledge of tender preparation and interpretation of
project demands and requirements and the capability to
bring together a body of diverse information are essential.
How to find the information and present it in a manner that
meets organisational needs in short timeframes is important,
as is the ability to manage time effectively
Assessment method Written Questions
Project
Case Study
Trade Institute of Victoria Pty Ltd 195 Champion Road, Williamstown North VIC 3016 P 03 9399 9511 F 03 9399 9566
ABN 32 124 089 916 www.tiv.vic.edu.au info@tiv.vic.edu.au
CPCCBC4013A LearnerAssessment V12.4 July 2016 Page 2 of 13
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LEARNING OUTCOMES
Evidence of the required skills and knowledge described below is essential for this unit:
Required Skills
Calculate material quantities and costs
Calculate labour hours and costs
Communication skills to:
o Consult with industry professionals
Enable clear and direct communication, using questioning to identify and confirm
requirements, share information, listen and understand
Read and interpret:
o Tender documentation
o Other relevant workplace documentation
Use language and concepts appropriate to cultural differences
Use and interpret non-verbal communication
Written skills to produce required documentation to company standards
Estimate labour and materials costs from written information
Numeracy skills to calculate labour hours and costs and material quantities and costs
Use appropriate costing software programs.
Required Knowledge
Operations and structure of the organisation's costing and contracting system
State or territory building and construction codes, standards and government regulations
relevant to the form of building or construction being undertaken
Types of building, construction or civil contracting drawings and specifications
Types, scope and usage of labour through the employee and subcontractor systems.
Critical aspects of evidence required to demonstrate competency in this unit are:
Identify requirements of selected contracts for tender
Gather detailed information effectively
Check documentation and calculations in short timeframes
Produce documentation that meets the quality standards established by the organization
Communicate effectively, both verbally and in writing.
LEARNING RESOURCES
1. Prescribed reading information NCC or BCA & Australian Standards
2. Additional workplace policies & procedures where relevant
3. Workshop/classroom sessions
REASONABLE ADJUSTMENTS
Assessments tasks can be modified to ensure that all learners have access to a fair and
flexible assessment process. This could include verbal assessment or video assessment
replacing the written requirements.
Trade Institute of Victoria Pty Ltd 195 Champion Road, Williamstown North VIC 3016 P 03 9399 9511 F 03 9399 9566
ABN 32 124 089 916 www.tiv.vic.edu.au info@tiv.vic.edu.au
CPCCBC4013A LearnerAssessment V12.4 July 2016 Page 3 of 13
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Assessment Cover Sheet
Student Name:
Student
Number:
Unit Code: CPCCBC4013
A
Unit
Name:
Prepare and evaluate tender
documentation
Trainer’s
Name:
Place a cross in the appropriate Box (x)
Course Code X Course Name
CPC50210 Diploma of Building and Construction (Building)
CPC40308 Certificate IV in Building and Construction (Estimating)
Declaration and statement of authorship:
Students must enter their name and the date in the spaces above and below
I declare that this assessment task is my own work unless otherwise acknowledged and is in
accordance with TIV’s plagiarism policy.
I certify that this assessment task has not been submitted previously for academic credit for this or
any other unit. I acknowledge that the assessor of this assessment task may, for the purpose of
assessing this task:
Reproduce this assessment task and provide a copy to another member of TIV;
Communicate a copy of this assessment task to a plagiarism checking service (which may
then retain a copy of the task on its database for the purpose of future plagiarism
checking);
Submit the assessment task to other forms of plagiarism checking.
Student
Signature:
Date:
Trade Institute of Victoria Pty Ltd 195 Champion Road, Williamstown North VIC 3016 P 03 9399 9511 F 03 9399 9566
ABN 32 124 089 916 www.tiv.vic.edu.au info@tiv.vic.edu.au
CPCCBC4013A LearnerAssessment V12.4 July 2016 Page 4 of 13
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Assessment Task - CPCCBC4013A
Prepare and Evaluate Tender Documentation
ASSESSMENT SUMMARY
The assessment for this unit consists of the following methods;
Assessment task Part 1 Question and answers
Assessment task Part 2 Project
Assessment task Part 3 Case Study
Trainer Observation Report
GUIDELINES FOR SUBMISSION
1. Use the learner resources provided to assist you in addressing each assessment task.
2. All assessments and questions must be accompanied by the supplied Assessment Cover
Sheet.
3. You may prepare your Assessment Task on the Assessment Task Sheets provided in this
guide, OR set out the completed Assessment Task using your own stationery and
presentation strategies.
4. Ensure you keep a copy of your work.
5. Answer all of the questions. Your assessor will be looking for answers that are correct, meet
the current legal requirements and take into account the building company scenarios
provided.
6. Students should use the referencing style outlined by the trainer when preparing
assignments.
7. Do not plagiarise. Ensure all work is your own. Do not work in groups.
8. All assessments must be submitted by the due date.
9. If, for any reason you have been deemed not competent by your trainer, you can make a
resubmission of your assessment and submit it by the resubmission due date.
10. Any extension requests must be made in writing and approved by the trainer.
11. Your trainer will provide you with feedback about your assessment.
Appeals Process
All students have the opportunity to challenge the result of an assessment as being deemed Not
Yet Competent (NYC) or Not Competent (NC).
The correct procedure for this appeal is outlined in your TIV student Handbook. For further
information, please consult your trainer or TIV Training Support
Student Support
Students can contact their Trainer or TIV’s Trainer Support Team on 9399 9511 for additional
assistance and guidance regarding their work load, additional tutoring, or for clarity on units of
study where you feel you need support. The Trainer Support Team is contactable between 8am to
6pm Monday to Thursday and between 8am to 5pm Friday
Trade Institute of Victoria Pty Ltd 195 Champion Road, Williamstown North VIC 3016 P 03 9399 9511 F 03 9399 9566
ABN 32 124 089 916 www.tiv.vic.edu.au info@tiv.vic.edu.au
CPCCBC4013A LearnerAssessment V12.4 July 2016 Page 5 of 13
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Guidelines for Assessment
CPCCBC4013A
Part 1 – Questions & Answers
Students to complete this task following the power point presentation. Information found in the
‘assessment resources’ folder along with the power point presentation and internet research will
be required to complete this task. Trainers are advised to encourage students to complete this task
in class and at home prior to commencing the Case Studies
Part 2 – Project 1 Fill in a Tender
Students are to read the Case Study notes then fill in a Tender Response Schedule located in
their resource folder. Trainer to advise the student that expected profits are to be distributed into
the costs of the various works. It is up to the student to decide how to do this, and although there
is no ‘correct’ way of doing it, the most common approach is to incorporate the profit into the
“Preliminaries”.
Part 3 – Case Study 1 Using Contract Documents
Students are to demonstrate that their Tender price includes the various risks involved in tendering
by referring to contract documents for the nominated project.
Trade Institute of Victoria Pty Ltd 195 Champion Road, Williamstown North VIC 3016 P 03 9399 9511 F 03 9399 9566
ABN 32 124 089 916 www.tiv.vic.edu.au info@tiv.vic.edu.au
CPCCBC4013A LearnerAssessment V12.4 July 2016 Page 6 of 13
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CPCCBC4013A ASSESSMENT TASK
ASSESSMENT Task Part 1
A client has asked your construction organisation to submit a Tender for the construction of a two
storey residential/commercial mixed use building including basement car park. The contract
nominated is AS2124 in its standard form.
1. List six (6) of the documents that should be available for you to prepare the Tender.
Design Drawings
Specifications of construction
Bill of Quantities
Conditions of the contract
Form of tender
Code of tendering
2. Identify five (5) risks to be considered in preparing the tender
Risk of mistake in the bid documents that may lead to disqualification.
Risk of evasion or non-functional of one or more of the main performers,
comprising of the customer, the constructor and subcontractors.
Inappropriate labour or supplies prices, or inaccuracies in any statistics given,
underbidding and execution at a loss.
Risk of clashes over payments, disbursement from your business to
subcontractors.
Risk of unsuitable finance stages and funding shortages for the development,
causing a deferment or annulment of the development or renegotiation of the
guiding principles in the course of the development.
3. Outline the company procedures to follow when preparing a tender.
Give two (2) examples
Follow the instructions in the tender document to register your interest with the
purchasing client.
Attend any tender information sessions offered.
Plan your tender carefully and consider the requirements and resources
involved.
Review recent successful awarded contracts.
Write a compelling bid.
Understand the payment terms specified.
Trade Institute of Victoria Pty Ltd 195 Champion Road, Williamstown North VIC 3016 P 03 9399 9511 F 03 9399 9566
ABN 32 124 089 916 www.tiv.vic.edu.au info@tiv.vic.edu.au
CPCCBC4013A LearnerAssessment V12.4 July 2016 Page 7 of 13
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Trade Institute of Victoria Pty Ltd 195 Champion Road, Williamstown North VIC 3016 P 03 9399 9511 F 03 9399 9566
ABN 32 124 089 916 www.tiv.vic.edu.au info@tiv.vic.edu.au
CPCCBC4013A LearnerAssessment V12.4 July 2016 Page 8 of 13
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4. What is the Australian standard for tendering?
AS 4120 – 1994 and AS2124-1992
5. Name two (2) types of contracts you could use for this project
Design and Build Contract
Lump sum contract
6. What criteria are considered when evaluating the final tender prior to submission?
List four (4)
Appreciation of the task – your ability to read the tender documents and indicate
a good understanding of what is required at every step.
Relevant experience you will need to refer to past performance that highlights
your capacity to fulfil the tender.
Performance capability – your ability to meet expected time frames.
Organisational capacity – your ability at every level to manage the tender and its
implementation, emphasising methods and systems that reduce risk. This
includes project management skills as well as technical skills.
7. Describe how you would perform preliminary evaluation for the completed tender documents.
List three (3)
Note the closing date of the tender.
Time of the submission of the tender.
Address for lodging the tender.
8. Who is responsible for the final approval of the tender before sending it to the client?
Commissioner of EU law
9. Describe three (3) main items from the process you would use to prepare the final documents for
submission to the client.
The cover letter- This describes the project to be executed.
The statement of compliance.
Trade Institute of Victoria Pty Ltd 195 Champion Road, Williamstown North VIC 3016 P 03 9399 9511 F 03 9399 9566
ABN 32 124 089 916 www.tiv.vic.edu.au info@tiv.vic.edu.au
CPCCBC4013A LearnerAssessment V12.4 July 2016 Page 9 of 13
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ASSESSMENT Task Part 2- Project
Complete the Tender Response Schedules for the Langshaw Reserve Pavilion.
Read through the following documents and complete the Tender Response Schedule
Case Study Scenario
You are the director of a building company that is tendering for the Langshaw Reserve Pavilion.
Your company has estimated the cost of the works to be $1,905,934.00 plus GST and the
construction program should be approximately 12 months long.
Listed below are the details for you to use when filling in your tender submission:
1. Your Company:
Is a company and is not required to execute documents under seal,
It is not a trust
It is not a body corporate
It is not a partnership
2. Your Company’s building license number is CBU-3245
3. The Company banks with –
Westpac Pty Ltd
123 Ferguson St
Williamstown 3016
Contact: Justin Manley
4. Your Accountants are –
FS SPAGNOLO & CO (AUST) PTY LTD
Certified Practising Accountants
147 Union Road
ASCOT VALE Vic 3032
Contact: Joe Valiant
5. During the tendering period there was no receipt of any tender document clarification;
6. The tender is fully compliant;
7. Tender estimate of the Langshaw Reserve Pavilion as shown in Table 1on the next page.
Trade Institute of Victoria Pty Ltd 195 Champion Road, Williamstown North VIC 3016 P 03 9399 9511 F 03 9399 9566
ABN 32 124 089 916 www.tiv.vic.edu.au info@tiv.vic.edu.au
CPCCBC4013A LearnerAssessment V12.4 July 2016 Page 10 of 13
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Table 1
Cost
Centr
es
Details Cost
1 Preliminaries Site set up $6,800.00
Site supervision and staffing costs $98,788.00
Site running costs $21,000.00
Plant equipment hire $5,000.00
Site clean $2,000.00
2 Demolition works $12,300.00
3 Concrete works Earthworks $9,800.00
Concrete bored pier and foundation works $35,800.00
Concrete stiffened slab works $52,400.00
4 Structural Steel $42,140.00
5 Roofing $68,000.00
Roof scaffolding $8,900.00
6 Plastering – wall and ceiling lining works $132,000.00
Painting works $76,000.00
7 Door works $26,073.00
8 Window and glazing works $52,147.00
9 Vinyl floor covering works $38,000.00
10 Brick work $56,500.00
11 Hardware & Fittings $78,660.00
12 Carpentry works Labour and materials (subcontractor) $101,100.00
Supply of timber to be purchased by builder $59,450.00
Joinery works $94,560.00
13 Metal work and handrails $21,000.00
14 Plumbing works Temporary water and shed connections $5,000.00
Hydraulic plumbing above ground rough-in $46,600.00
Hydraulic plumbing fit-off $68,730.00
Drainage $48,000.00
Tanks and pumps $44,500.00
15 Electrical works Temporary electrical works $12,000.00
Electrical works $98,221.00
16 Mechanical Works $168,875.00
17 Civil works $11,990.00
18 Contract Contingency Sum $50,000.00
19 Provisional sum for rock excavation $5,000.00
Sub-Total $1,657,334.0
0
30 Profit (15%) $248,600.00
20 Tender Price (excluding GST) $1,905,934.
00
Trade Institute of Victoria Pty Ltd 195 Champion Road, Williamstown North VIC 3016 P 03 9399 9511 F 03 9399 9566
ABN 32 124 089 916 www.tiv.vic.edu.au info@tiv.vic.edu.au
CPCCBC4013A LearnerAssessment V12.4 July 2016 Page 11 of 13
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From your construction schedule you know that, from starting on site, you have allowed
approximately 52 weeks of construction works. It is assumed that you will not work on following
days:
Public Holidays
Weekends
RDO’s
You also have allowed twelve (12) days to commence on site from the date of the acceptance
of the tender by the Council.
For the purposes of this assignment make up fictitious details in respect of the following;
Your Company name
ABN (Australian Business Number)
ACN (Australian Company Number)
Declaration signed at your local police station.
You are now ready to lodge your tender submission with the Hobsons Bay City Council. As a part of
their requirements they only accept the tender submission if you fill their “Tender Response
Schedules” template. This is located in your resources. For the purpose of this assessment you
are required to complete the following sections of the “Tender Response Schedules” as listed
below:
SCHEDULE 1 Form of Tender
SCHEDULE 2 Schedule of Prices
SCHEDULE 3 Schedule of Rates for Variation
SCHEDULE 4 Statement of Conformance by Tenderer
SCHEDULE 5 Statutory Declaration
SCHEDULE 6 Company Details
SCHEDULE 7 Tender OHS Management System Questionnaire
Trade Institute of Victoria Pty Ltd 195 Champion Road, Williamstown North VIC 3016 P 03 9399 9511 F 03 9399 9566
ABN 32 124 089 916 www.tiv.vic.edu.au info@tiv.vic.edu.au
CPCCBC4013A LearnerAssessment V12.4 July 2016 Page 12 of 13
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ASSESSMENT Task Part 3- Case Study
Using the documents in the resources folder labelled “Langshaw Reserve Pavilion” identify where
you would find the following information. Use the Contract and Specification to complete the
following. Refer to Section C – “Conditions of Contract” and Section E – “Specification
Your answer should state the Section or location where the answer is found
1. Describe where you would find the Scope of Works for this project.
The scope of works for this project can be found from the specifications provided and
the architectural drawings form the architect.
2. Who approves separate cost items or variations and what is the contract reference?
The quantity surveyor approves separate items and variations.
3. Who is to be notified of any accident, injury or breach of any Relevant Legislation relating
to OHS that occurs on site and what is the contract reference?
The project manager is to be notified on any accident, injury or breach of any relevant
legislation relating to OHS.
4. What is the Public Liability Insurance amount required for the Contract and what is the
contract reference?
$119
5. What is the Superintendent’s name and what is the contract reference?
JOHN GURRY & ASSOC . PTY.LTD ARCHITECTS
6. What type of hoarding can be used at this site and what is the contract reference?
The type of hoarding to be used in this site is
7. What type of paint is to be used and what is the contract reference?
Emulsion gloss paint
8. Sampling and testing of concrete is at who’s expense and what is the contract reference
Sampling and testing of concrete is at the Main contractor’s expense.
Trade Institute of Victoria Pty Ltd 195 Champion Road, Williamstown North VIC 3016 P 03 9399 9511 F 03 9399 9566
ABN 32 124 089 916 www.tiv.vic.edu.au info@tiv.vic.edu.au
CPCCBC4013A LearnerAssessment V12.4 July 2016 Page 13 of 13
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