Background

In response to the release of a Parliamentary Law Reform Committee Report, the Minister for Transport,

commissioned an independent and comprehensive review of the role, responsibilities, operations and

functions (including the training) of authorised officers. The government and the public transport

providers have agreed to use the national training framework as the basis for all future training activity.

An agreement was reached to adopt a competency-based approach for authorised officers training.

Stakeholders have identified the particular competencies that are to be used, the structure and content of

the training program together with the qualifications to be awarded on successful completion of the total

training program.

The course structure consists of three stages:

1. Course development.

2. Production of assessment instruments.

3. Maintenance of a nationally accredited course.

Stage one has been identified as requiring a full-time training effort, with stages two and three being

interspersed notionally over an 18 month to two year period involving both on- and off-job training and

assessment.

Purpose

In consultation and agreement with stakeholders, develop a curriculum, teaching materials, assessment

tools and a maintenance strategy for an authorised officers training program. A proposed framework is

included that lists the proposed tasks, actions and outcomes that are required to be completed to meet

the requirements of this tender.

Key Deliverables:

development of curriculum for a 420 hour course

production of teaching and support materials for 14 units of competency

development of a range of assessment tools

development of a strategy that will facilitate course evaluation, review and maintenance

Contractor's Proposal

The proposal submitted by the contractor should detail the following:

the contractor's understanding of the scope and purpose of the assignment and of the key issues which will need to be addressed in its conduct

the deliverables from the contractor

the name/s and relevant experience of the contractor

the total estimated cost for each stage plus overall cost to deliver the project

the availability of the nominated contractor and the potential commencement date

the nature of any information and/or support expected from the department

Proposals will be evaluated on the basis of the following criteria:

understanding of the tasks/ appropriateness of the proposed approach/ methodology

demonstrated expert knowledge and skills in training program development

relevant experience of the contractor in training program development

extensive national and international knowledge of best practices in the training development field

fee rates and estimated total cost for each stage plus overall costs for the project

Project Duration

Appointment will be considered initially for a period of up to three months. The contract management and

administration will be undertaken by the Franchise Relationships Branch of the Public Transport Division.

Contractor Agreement

The contractor will be expected to indicate their willingness to execute the standard agreement for the

purchase of services. Any proposed departures from these standard conditions are to be identified in the

tenderer's response to the contractor's proposal.

Payments

Payment will be based on total cost for the project. Milestone payments will be made for each stage

completed.

Intellectual Property

Material created is department's property. The ownership of all intellectual property and all information

created as a result of the provision of services shall vest in the department.

The successful tenderer was a business development unit of a local RTO who proposed a budget of

$240,000 for an 18 month project.

An extract from their initial planning documents:

Planning stage one: Prepare course proposal

1. Map existing units of competency from Certificate III in Transport and Distribution (Rail Operations)

to the public transport job analysis and develop draft content clusters.

2. Identify and collate areas of underpinning knowledge and skill to be included.

3. Meet with government department to:

a. Clarify situation regarding the development of new units.

b. Identify workplace documents to be used as training materials.

c. Identify any existing preferred training materials.

d. Identify key stakeholders and contact personnel.

Planning stage two: Scope definition

Key tasks for work breakdown schedule:

1. Document agreed objectives and deliverables.

2. Finalise timelines and work plans.

3. Develop scope management plan.

4. Establish administrative systems.

5. Confirm and brief project team.

Planning stage three: Establish quality protocols and implementation parameters

1. Set up project steering committee.

2. Convene first meeting to sign off content clusters and learning sequences.

3. PSG to review WBS, finalise and sign off.

Product description development outline template

Project name:The Metropolitan Public Transport Training Program

Prepared by:James Smith

Date:26/08/2020

Product or service(intended outcome of project):

Design and Develop a program to give training to authorised officers and ticket inspectors in customer

relations, communications skills and working in a culturally diverse culture.

How this product or service supports the original motive for the project (business need, market demand,

customer request, technological advance, legal requirement, social need etc):

a.Transport Department requirement - ensuring Department's training needs are

met.

b.Business need - Ensuring staff are sufficiently trained in customer relations,

communications and working in a culturally diverse culture.

c.legal requirement - complying with contractual and government requirements

d.Social need - ensuring staff are trained for customer relations and communicating

with members of the public.

e.Legal requirement - complying with all relevant anti discrimination laws when

dealing with members of the public

Draft of full product or service description(with sufficient detail to enable later project planning),

for example, functional and performance requirements, quality requirements, cost requirements etc.

The design and development of a training program for authorised officers and ticket inspectors on the month time frame.

Development of a training program for authorised officers and ticket inspectors:

- A curriculum

- Teaching Materials

- Assessment Tools

- Maintenance Strategy

Scope statement template

Project name:The Metropolitan Public Transport Training Program

Prepared by:James Smith

Date:26/08/2020

Project justificationThe business need that the project was undertaken to address. The

project justification provides the basis for evaluating future trade-offs.

Product descriptionA brief summary of the product description.

Project deliverablesA list of the summary-level sub-products whose full and satisfactory

delivery marks completion of the project.

Deliverable ACourse Development: prepare course proposals

Deliverable BProduction of Assessment Instruments: scope definition

Deliverable CMaintenance of a nationally accredited course: establish quality

protocols and implementation parameters

Known exclusions

Project objectivesThe quantifiable criteria that must be met for the project to be

considered successful. Project objectives must include at least cost,

schedule, and quality measures.

Cost objectives (quantify)Total Project Cost: $240,000 with milestone payments to be made

upon completion of each stage;

Stage 1: $80,00

Stage 2: $80,00

Stage 3: $80,00

Schedule objectives (start

and stop dates)

Project will run over 18 months Stage 1 will run for 3 months followed

by stage 2 and 3

Project Commencement date: 26/08/2020

Stage One commencement date: 26-08-2020

Stage One completion date: 18/11/2020

Stage Two & Three commencement date: 26/11/2020

Stage Two & Three completion deadline date: 26/08/2022

Quality measures (criteria- development of curriculum for a 420 hour course

Metropolitan Public Transport System.

The aim of the training is to provide authorised officers and ticket inspectors with training in customer

relations, communications skills and working in a culturally diverse culture.

The course will include a 420 hour curriculum separated into 14 units

The course consists of three stages:

1. Course development

2. Production of assessment instruments

3. Maintenance of a nationally accredited course

Stage one will run over a three month period and stages two and three over between an 18 to 24 month time frame.

Development of a training program for authorised officers and ticket inspectors:

- A curriculum

- Teaching Materials

- Assessment Tools

- Maintenance Strategy

Scope statement template

Project name:The Metropolitan Public Transport Training Program

Prepared by:James Smith

Date:26/08/2020

Project justificationThe business need that the project was undertaken to address. The

project justification provides the basis for evaluating future trade-offs.

Product descriptionA brief summary of the product description.

Project deliverablesA list of the summary-level sub-products whose full and satisfactory

delivery marks completion of the project.

Deliverable ACourse Development: prepare course proposals

Deliverable BProduction of Assessment Instruments: scope definition

Deliverable CMaintenance of a nationally accredited course: establish quality

protocols and implementation parameters

Known exclusions

Project objectivesThe quantifiable criteria that must be met for the project to be

considered successful. Project objectives must include at least cost,

schedule, and quality measures.

Cost objectives (quantify)Total Project Cost: $240,000 with milestone payments to be made

upon completion of each stage;

Stage 1: $80,00

Stage 2: $80,00

Stage 3: $80,00

Schedule objectives (start

and stop dates)

Project will run over 18 months Stage 1 will run for 3 months followed

by stage 2 and 3

Project Commencement date: 26/08/2020

Stage One commencement date: 26-08-2020

Stage One completion date: 18/11/2020

Stage Two & Three commencement date: 26/11/2020

Stage Two & Three completion deadline date: 26/08/2022

Quality measures (criteria- development of curriculum for a 420 hour course

that will determine

acceptability)

- production of teaching and support materials for 14 units of

competency

- development of a range of assessment tools

- development of a strategy that will facilitate course evaluation,

review and maintenance

Other objectivesAll material created is department's property. The ownership of all

intellectual property and all information created as a result of the

provision of services shall vest in the department.

Scope management plan template

Project name:The Metropolitan Public Transport Training Program

Prepared by:James Smith

Date:26/08/2020

Describe how project scope will be managed:

The project scope will be managed by creating a detailed project scope statement, which defines what

work will be included in the project, and what will not be included. From this a work breakdown

schedule during stage two of planning.

Key tasks for work breakdown schedule:

- Document agreed objectives and deliverables.

- Finalise timelines and work plans.

- Develop scope management plan.

- Establish administrative systems.

- Confirm and brief project team.

Assess the expected stability of the scope of this project (how likely is it to change, how frequently and

by how much?):

During the first stage as course development is being undertaken, material being collated and

stakeholders bring forward requests scope change is likely to happen periodically, As stages two and three will be planned ahead scope change should be minimal in these stages.

How will scope changes be identified and classified?

In Stage One meeting will take place with the Transport Department to identify the key stakeholders, obtain any workplace documents and existing training material which can be used in the development of training material as part of the project.

Describe how changes in project scope will be integrated into the project:

A steering committee will be set up in stage 3 of planning to convene the first meeting to sign off on

content clusters and learning sequences, PSG will review the Work Breakdown Structure and sign off.

Additional remarks:

Scope change control system development checklist and worksheet template

Project name:Metropolitan Public Transport Training Program

Prepared by:James Smith

Date:26/08/20

Determine those responsible for approving or rejecting proposed scope changes:

Be sure to provide for appropriate review of all changes.

Project Sponsors

Project Manager

Project Steering Committee

Key Stakeholders

Define any types of scope changes qualifying for automatic approval without review:

Any of the existing units of competency from Cert. III in Transport and Distribution (Rail Operations)

Describe how scope change control will be integrated with the integrated change control

system:

The project is managed out and carried out under a contract between the department and RTO, The

change control system must also comply with any relevant terms of the contract. Meeting between

sponsors, project manager and steering committee will be organised to approve course content and

learning materials, and also review and approve the work breakdown structure.

Define steps by which project scope may be changed, including:

Paperwork

All requests must be made in writing and all steps taken documented throughout the entire process.

Any changes would have to be done through proper planning processes, proper evaluation of impact on

budget and time frame, risk assessments and changes to the product specification will need to be taken

into account. Project Sponsor will have to give their approval.

Tracking systems

Ensuring all requests are made in writing and proper documentation is performed. WBS and WBS

dictionary will need to be amended and reissued if the approved change request impacts on the project

scope

Dispute resolution procedures

Ensure all affected stakeholders are promptly notified of any changes to the scope and Work Breakdown

Structure.

Approval levels required

List of reasons including why changes have been approved, any corrective actions taken, addition or removal of components. The administration and management of the contract will be undertaken by the

Franchise Relationships Branch of the Public Transport Division

PROJECT JUSTIFICATION: In response to the release of a Parliamentary Law Reform Committee Report, the

Minister for Transport, commissioned an independent and comprehensive review of the role,

responsibilities, operations and functions (including the training) of authorised officers. The government

and the public transport providers have agreed to use the national training framework as the basis for all

future training activity.

Key Deliverables:

development of curriculum for a 420 hour course

production of teaching and support materials for 14 units of competency

development of a range of assessment tools

development of a strategy that will facilitate course evaluation, review and maintenance

Product Description:

An agreement was reached to adopt a competency-based approach for authorised officers training.

Stakeholders have identified the particular competencies that are to be used, the structure and content of

the training program together with the qualifications to be awarded on successful completion of the total training program.

- The course structure consists of three stages:

- Course development.

- Production of assessment instruments.

Maintenance of a nationally accredited course.

Stage one has been identified as requiring a full-time training effort, with stages two and three being interspersed notionally over an 18 month to two year period involving both on- and off-job training and assessment.

BASED ON THE INFORMATION ABOVE ANSWER BELOW:

Performance against Objectives Describe the actual performance of the project in relation to the achievement of the planned project objectives.
Performance against Outcomes Describe the actual performance of the project in relation to the achievement of targeted outcomes. Were all planned targeted outcomes achieved, to what degree? Some outcomes may not be achieved at this point in time. In this case details should be given as to when the outcomes are anticipated to be achieved and who is responsible for their ongoing measurement and reporting of progress towards their achievement
Performance against Output Describe the actual performance of the project in relation to the delivery of the outputs. Were all planned outputs delivered, to what degree? Were they all accepted??
Performance against Quality Did the quality of the outputs meet expectations?
Performance against Schedule Describe the actual performance of the project against the project schedule.
Performance against Budget Describe the actual performance of the project against the project budget.

Lessons Learnt

Knowledge Area	What Worked Well	What Could be Improved	Key Learnings/ Recommendations
Integration How effectively were the different aspects of managing a project integrated? How effectively were the project outputs integrated with business
Scope Was the scope carried out to the agreed scope? How effectively was scope changes managed?
Time Were the project milestones met? Was the project completed on time?
Cost Was the project delivered within budget?
Quality Did the project outputs achieve agreed quality requirements? Were 'quality' processes used to manage the project?
Human Resources How well did the project staffing work? How available were the required skills? Were there any issues with team performance?
Communication Were key stakeholders kept informed throughout the project? Was communication carried out effectively? Did stakeholders remain involved throughout the project? Were conflicts managed effectively?
Risk How effectively were risks managed on an ongoing basis? Were key risks identified and accurately evaluated? Did any significant risks arise that weren't identified?
Procurement Were procurement needs correctly identified? Was the decision to procure the right one? Were you satisfied with supplier/contractor performance?

Closure Activities

This section should cover the various activities required to close the project.

Project Staff: Describe what steps are being taken to manage the movement of project staff from the project to other roles, including the timing of their move and the capture of their project knowledge.
Issues Management: Identify any outstanding issues and who will continue to progress the issues.
Risk Management: Identify any risks that will transfer to an operational area and who will; take on responsibility for monitoring them.
Financial Management: Outline the final financial position and what will happen to any excess funds
Asset Management: Describe any assets which were required by the project, and who will manage them upon completion of the project.
Records Management: Identify what arrangements have been put in place for the storage, security and backup of hard copy and soft (electronic) copy records and project documents.
Post Project Responsibilities: List any matters that are outstanding, what actions are required to address them and who is responsible. This should include such things like outcomes yet to be achieved, outputs not yet delivered, maintenance of the outputs or other operational matters such as meeting future training requirements that are outstanding or have not been formally agreed prior to this stage.
Procurement: Have all supplier/contractor contracts been closed out?
Further Review:Is a further review of the project required at a later stage?

Introduction & Background

Provide a high-level description of the product or services to be handed over to the client/end-users.

Product	End-Users

Handover Schedule

Describe the handover schedule and factors influencing that schedule. Include reference to business cycles or other timing considerations (in the context of the original project schedule).

Handover Budget

Identify the budget associated with handover activities.

Handover Risks

Identify and evaluate any risks associated with the handover process.

Risk	L	C	R	Response

Handover Support Arrangements

Describe the overall approach to be used in handing over the product/service to the client and end-users.

Area of Support	Strategy
Communication -Describe how end users will be involved in or informed about implementation activities. Describe key stakeholders and methods for communication where known.
Training: Describe user and support training activities needed to support implementation
Documentation: Describe what documentation (e.g. user manuals) will be provided to support handover
Migration: Describe how the product or service will be migrated into the business environment. This section will include any conversion details, sequencing, establishment of production environment, installation of equipment, and the like.

Roles and Responsibilities

Identify the roles and responsibilities associated with implementing the handover plan as well as the skill set needed to perform those functions. Key roles to identify include the primary business contact, implementation team lead(s), key technical staff, customer or help desk support, documentation and other support staff.

Review

what processes could be used to evaluate the effectiveness of the handover?

Acceptance

Define the point at which business and project staff agree that implementation will be complete and transition to maintenance can occur.