SITXMPR016 — Prepare and present proposals

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What an assessment for SITXMPR016 must cover

89 assessable components: 4 elements (20 performance criteria), 19 performance evidence and 45 knowledge evidence requirements, plus 5 foundation skills. An audit-defensible tool maps every question and task back to these — that mapping is the coverage matrix Auditori generates alongside the assessment.

Elements & performance criteria

1 Analyse client requirements and organisational capacity to meet them.

1.1Analyse client brief, product specifications and needs.
1.2Seek clarification of product and service requirements from client organisation as required.
1.3Assess organisational capacity to provide products or services.
1.4Determine viability and, if progressing to a tender, proposal or bid, a plan of action for submission.

2 Develop details for inclusion in tender, proposal or bid.

2.1Seek assistance to prepare tender, proposal or bid, and coordinate input.
2.2Prepare budget for providing products or services.
2.3Develop quotation for products or services to be provided.
2.4Consider competitor pricing structure and make reasonable cost adjustments to ensure price-competitive quote.
2.5Collect and collate operational information for analysis and inclusion in tender, proposal or bid.
2.6Develop specifications for products or services to be provided.
2.7Access and prepare supporting information for inclusion in tender, proposal or bid.
2.8Seek support for tender, proposal or bid from relevant individuals and agencies.

3 Prepare written tender, proposal or bid.

3.1Present clear and comprehensive information relevant to client criteria and needs.
3.2Incorporate all supporting information.
3.3Present materials according to organisational style preferences in format that maximises use of strategic and creative techniques, and promotes the organisation.
3.4Evaluate finished tender, proposal or bid, make any required adjustments, and obtain approval to submit if necessary.

4 Submit tender, proposal or bid and seek feedback.

4.1Lodge all proposal materials at designated location and within designated deadlines.
4.2Maintain copies of tender, proposal or bid documents according to organisational procedures.
4.3Provide additional information as requested.
4.4Seek feedback on tender, proposal or bid outcomes to inform future submissions.

Performance evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:
prepare one tender, proposal or bid for a product or service, which responds to client specifications and needs, and includes:
capacity of organisation to provide product or service
organisation’s management structure and services
policies, procedures and practices to be managed as part of the product or service
product or service specifications
resources that will be used and associated supplier, supply and cost specifications
special, technical, new or hired equipment required to provide product or service
transport requirements and costs
comply with the following criteria when preparing the above tender, proposal or bid:
eligibility criteria for submission
formatting requirements
lodgement specifications
client specifications
questions to be answered
effectively analyse client brief, specifications and needs in relation to the above tender, proposal or bid and confirm viability before proceeding
present a professional and creative tender, proposal or bid that:
promotes the organisation
meets commercial time constraints.

Knowledge evidence

formats for and inclusions of tenders, proposals and bids
presentation techniques for tender, proposal and bid materials and current technology options
role and nature of tender, proposal and bid processes
sources of specialist advice and expertise for developing tender, proposal and bid materials
organisational information:
full details of organisational products, services and facilities
operational requirements and production logistics for delivering the products or services subject to tender, proposal or bid
sources of costs for products, services and fees
sources of supporting material to be included in tenders, proposals or bids
standards of presentation and contents of style guides
factors that impact organisational capacity to meet client specifications:
budgetary constraints outlined in the brief
compliance with regulations
diversification from products and services currently offered
geographic constraints
likely profit
other conflicting projects
resource capacity of organisation to provide scope of products and services
risk assessment of providing the products and services
factors to assess in determining viability to meet client requirements:
ability to meet lodgement deadline
ability to meet tender, proposal or bid criteria and provide full information required
competition and prospect of being the successful submitting organisation
cost of preparing tender, proposal or bid
supporting materials for tenders, proposals and bids:
awards won by the organisation
copies of:
business registration
industry accreditations
insurance policies
licences
membership of organisations
qualifications
details of current client base
organisational and individual employee profiles
photographs of current or previous products and services
plans, drawings and job specifications
product and service manuals
references and details of other successful undertakings
sample promotional materials
samples of work
structure of organisation
testimonials
methods to manage intellectual property of product and service concepts
features and functions of presentation software packages used to prepare professional and comprehensive tenders, proposals and bids.

Foundation skills

Reading skills: interpret client product or service specifications; research operational issues for use within the tender, proposal or bid.
Learning skills: monitor tender, proposal or bid outcomes and identify issues that impact on future submissions.
Problem-solving skills: identify deficiencies in tenders, proposals or bids and identify viable solutions.
Planning and organising skills: access and sort information required for tender, proposal or bid preparation within designated deadlines.
Technology skills: use computers, word processing programs, and presentation and accounting software packages to present information in a compliant format.

Unit content sourced from training.gov.au — © Commonwealth of Australia, licensed under CC BY 4.0. Auditori is not affiliated with the Department of Employment and Workplace Relations.

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Questions about assessing SITXMPR016

What does an assessment tool for SITXMPR016 need to cover?

To satisfy the Principles of Assessment and Rules of Evidence, an assessment for SITXMPR016 needs to address all 89 unit components: 4 elements with 20 performance criteria, 19 performance evidence requirements, 45 knowledge evidence requirements, and the foundation skills. A coverage matrix mapping each question and task to these components is what an auditor looks for.

How does Auditori generate an assessment tool for SITXMPR016?

Auditori pulls the current release of SITXMPR016 from training.gov.au and generates a complete package: candidate assessment, assessor guide with model answers and observation criteria, and a coverage matrix mapping every component. A suitably qualified person then reviews and approves the draft in a built-in workflow — consistent with ASQA's guidance on AI use in VET — before export as branded PDF and editable Word.

Is the first assessment tool really free?

Yes. Every new account includes one free credit — enough to generate the complete assessment tool for SITXMPR016 — with no card and no subscription required. After that it's pay-as-you-go per unit.

Can I check my existing SITXMPR016 assessment instead of generating a new one?

Yes — upload your existing assessment or learner guide and Auditori maps it against every element, performance criterion, PE and KE of SITXMPR016, showing exactly what's covered and what's missing. Mapping costs a quarter of a credit.

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