A 1/8 Phipps Close, Deakin ACT 2600 | T 02 6189 1200 E info@dietitiansaustralia.org.au | W dietitiansaustralia.org.au Dietitians Association of Australia | ABN 34 008 521 480 Dietitians Australia and the associated logo is a trademark of the Dietitians Association of Australia.

Business Skills for Private Practice Dietitians

For the Dietitians Association of Australia, Centre for Advanced Learning

Tender No. 4

The Approach to Market (ATM) is for the provision of course content and education materials.

The Dietitians Association of Australia (DAA) Centre for Advanced Learning (CAL) is seeking submissions for the provision of course content development and education materials as described in this ATM.

In submitting a response, Service Providers are required to comply with all requirements set out in the ATM Terms, and if successful, agree to enter a contract which incorporates the ATM Terms.

Contents

Business Skills for Private Practice Dietitians 1

1. Statement of Requirement 2

1.1 Key Definitions 2

1.2 Key Dates and Times 2

1.3 Submission of the Tender Deadline 2

1.4 Enquires 2

1.5 Contracting Organisation 2

2. The Requirement 3

2.1 Background 3

3. Statement of Requirement 4

3.1 Personnel 4

3.2 Product 4

3.3 A ‘Continuing’ Education course 5

3.3.1 Structure Overview 5

3.4 The Service Provider will also be required to: 5

3.5 Key stakeholder engagement 6

4. Standards 7

4.1 Delivery of Requirements 7

4.1.1 Milestones 7

4.1.2 Reporting Requirements 7

4.1.3 Meetings 8

4.1.4 Customer Material 8

5. Intellectual Property 8

6. Conditions of Appointment of a Service Provider 9

6.1 Evaluation Criteria 10

6.2 Complaints handling 10

7. Response Instructions 11

7.1 Part 1 – Service Provider’s Details 12

7.2 Part 2 – Executive Summary 13

7.3 Part 3 – Ability to Meet the Requirement 14

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7.4 Part 4 – Potential Supplier’s Demonstrated Capability and Capacity 15

7.5 Part 5 -- Conflicts of Interest 16

7.6 Part 7 – Referees 17

7.6.1 Pre-existing Intellectual Property of Potential Supplier 17

7.7 Part 8 -- Confidentiality of Potential Supplier’s Information 18

7.8 Part 9 – Total Costs to be incurred by the Customer 19

7.8.1 Pricing- Fixed Price (including all expenses) 19

7.8.2 Proposed Payment Schedule 19

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1. STATEMENT OF REQUIREMENT

1.1 Key Definitions

Term Definition

Customer The ‘Customer’ in this document refers to the DAA

The Contracting Organisation

The ‘Contracting Organisation’ in this document refers to the DAA

Service Provider The ‘Service Provider’ in this document refers to the individuals bidding for tender

ATM Closing Date Tuesday 1st September 2020

ATM Closing Time 5PM

1.2 Key Dates and Times

Event Details

Briefing Unless otherwise notified by an addendum, there are no industry briefing sessions for this ATM.

ATM Closing Date Tuesday 1st September 2020

ATM Closing Time 5PM

Expected Contract Execution Date

TBC

Expected Completion of works All works completed by the 20th December 2020*

Estimation of Budget Up to $10,000.00

*Negotiable with successful service provider

1.3 Submission of the Tender Deadline

The Customer will accept responses lodged in the following formats: Word Doc (.docx) or PDF (.pdf). Responses should be emailed to the Contact Officer by the ATM Closing Date.

1.4 Enquires

All enquiries about matters relating to this ATM are to be in writing and will be shared with other tenderers. The Contact Officer is:

Name/Position: Rebecca Mete, Manager, DA Centre for Advanced Learning

Email Address: cal_manager@daa.asn.au

1.5 Contracting Organisation

The contracting organisation is the: Dietitians Association of Australia of 1/8 Phipps Close, Deakin, ACT.

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2. THE REQUIREMENT

2.1 Background

A need for a course in business skills for dietitians who are wanting to go into private practice was identified through professional feedback (DAA membership) and a market analysis which highlighted a gap within related dietetic-centred professional development. To equip the growing dietetic workforce with the skills and knowledge, this course aims to:

• Provide the latest evidence,

• Translate theoretical evidence into practical application through various case studies,

• To give the confidence, knowledge and skills to dietitians either entering, or who have recently entered private practice, to manage a business and,

• Extend on the Small Business Manual, by focusing on the fundamental and practical aspects of starting a new private practice business.

The primary audience for this course is Dietitian Australia (DA) members who are thinking about or are in the early stages of establishing their own private practice business.

3. STATEMENT OF REQUIREMENT

3.1 Personnel

The Service Provider’s team contributing to the provision of requirements must include personnel with the following skills:

• Extensive business experience, preferably within private practice settings,

• Communication experience and,

• Accredited Practising Dietitian (APD) status/Advanced APD status and,

3.2 Product

The Service Provider is required to:

Develop course content and materials for an online course with weekly facilitated webinars or interactive ‘live’ sessions (subjected to recording).

3.3 The Online Course

3.3.1 Structure Overview

Driven by feedback and consultation from the DA membership, it is proposed this online course be comprised of 7 core online modules*.

Please enquire with the Contact Officer to obtain course content specifications for each module.

*Subject to negotiation and consultation with successful service provider.

Name/Position: Rebecca Mete, Manager, DAA Centre for Advanced Learning

Email Address: cal_manager@daa.asn.au

Expectations:

• Clearly defined learning objectives,

• Interactively and practically translated through case-studies or other interactive applications,

• Support material is accommodated by no more than eight (8) pre-readings each topic, which include national and international practice standards where appropriate,

• A practical summation of the main points/learning objectives of the topic,

• Reference Australian or relevant guidelines for Dietitians where appropriate,

• Explain scientific and medical terms and/or concepts where appropriate and,

• Include in-text referencing and a reference list at the end of each topic, in Vancouver Reference Style.

3.4 The Service Provider will also be required to:

• Take direction from CAL to achieve the project’s objectives,

• Develop a project plan that ensures contract requirements are provided within the Contract Term,

• Participate in progress meetings with CAL,

• Review relevant literature to support developing evidence-based materials,

• Submit evidence of seeking all permissions gained for use of any content/pictures in the course content and education material,

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3.5 Key stakeholder engagement

The Service Provider will be required to consult with key stakeholders throughout various stages of the development of the education materials, who at a minimum will include peer-reviewers.

A Peer review of the content will occur at a designated stage of course development, determined in the initial Project Plan meeting between the Service Provider and DA. DA will arrange the peer review. It is not the responsibility of the Service Provider to identify or provide peer reviewers. The purpose of the peer review process is to ensure the integrity and evidence-based nature of the course content, its clinical accuracy and relevance, as well as course interactivity and useability. Peer reviewer positions will be voluntary and non-paid.

4. STANDARDS The Service Provider must ensure that any goods and services proposed comply with all applicable Australian standards (or in its absence an international standard) and best practice standards including any requirements or standards specified in this Statement of Requirement.

4.1 Delivery of Requirements

4.1.1 Milestones

Milestone Delivery Location Due Date

Project Plan Cal_courses@daa.asn.au Due date will be decided at initial Project Plan meeting

Pre-peer review content Cal_courses@daa.asn.au Due date will be decided at initial Project Plan meeting

Post-peer review content Cal_courses@daa.asn.au Due date will be decided at initial Project Plan meeting

Final education materials Cal_courses@daa.asn.au Due date will be decided at initial Project Plan meeting between the Service Provider and DAA.

4.1.2 Reporting Requirements

During the term of the Contract the Service Provider must provide the Customer with reports as set out in the table below.

Report Type Detailed Description Due Date

Detailed Project Plan The successful Service Provider will be required to provide a detailed project plan, which clearly outlines the objectives and outcomes of the project and the steps taken to achieve the outcome.

Due date will be decided at initial Project Plan meeting.

Progress Reports/Verbal Updates

The successful Service Provider will be required to provide at a minimum weekly verbal reports of the progress of the project. The verbal updates should provide a description of the progress, challenges encountered (e.g. any expected delays). Reporting will

Weekly commencing agreement.

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be via teleconference and details of timing of weekly reports/verbal updates will be detailed in the agreement.

4.1.3 Meetings

The Service Provider will be required to convene and attend meetings as necessary for the provision of this requirement.

4.1.4 Customer Material

The following documents are relevant for the development of the education materials:

• DAA National Competency Standards for Dietitians

• DAA Advanced APD Competency Standards

• Course schedule: Continuing Education course

5. INTELLECTUAL PROPERTY For the purposes of this clause:

“Intellectual Property Rights” means all intellectual property rights which may subsist in Australia or elsewhere, whether or not they are current or future or registered or capable of being registered, including without limitation in relation to, copyright, designs, trade marks (including unregistered marks), business and company names, domain names, database, circuit layouts, patents, inventions, discoveries, know-how, trade secrets and confidential information, but excluding Moral Rights”.

The Customer owns the Intellectual Property Rights in the Material created under the Contract.

To the extent the Service Provider or a third party holds any Intellectual Property Rights in any existing Material, the Service Provider hereby agrees to licence the Customer to enable the Customer to exercise full rights and interests in the Intellectual Property Rights in any Material provided under the Contract. The Service Provider agrees to create, execute or sign any documents and perform all acts which may be necessary to allow the use of those rights by the Customer for any purpose.

The Customer grants to the Service Provider a non-exclusive, non-transferable, irrevocable, royalty-free licence for the Contract Term to exercise the Intellectual Property Rights in the Material for the sole purpose of fulfilling its obligations under the Contract. The licence in this clause is subject to any conditions or limitations of third parties that the Customer notifies to the Service Provider.

Intellectual Property Rights in Goods provided under the Contract or pre-existing Intellectual Property of the Service Provider, set out below, will not change because of the Contract.

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6. CONDITIONS OF APPOINTMENT OF A SERVICE PROVIDER

The successful Service Provider shall, as a minimum, be capable of developing evidence-based course content and educational material for a post-graduate audience.

In their response, the Service Provider should demonstrate their ability to provide the following:

1. Ability – Service Providers are required to demonstrate their ability to provide the required services as detailed in the ‘Statement of Requirements’ above.

2. Financial viability – Service Providers are required to demonstrate their financial credibility and proof may be requested.

3. Proven track record – Service Providers are required to demonstrate their experience in Bariatric Surgery.

4. References – Service Providers are required to submit at least three referees who will be contacted by representatives of the evaluation team. Details required are name, contact information, project with which they were/are associated and position in relation to that project. Additional letters of reference may also be attached.

5. Staffing – Service Providers are required to give an overview of their infrastructure including staffing, experience and accreditation, including ability to meet the requirements identified in the Statement of Requirements – Personnel above. Demonstrate a suitable infrastructure in terms of office equipment, project management software, computer and data security mechanisms and other necessary equipment.

6. Electronic Management – Service Providers should demonstrate their IT capability, capacity and ability to provide electronic facilities in a secure environment.

7. Fees and Cost Structure – Service Providers are required to clearly set down fees to be charged for services.

6.1 Evaluation Criteria

Criterion Weight

A CAPACITY 30%

Ability to meet the requirements – The extent to which the Tenderer demonstrates that the offered Services meet the business requirements.

Sufficient capacity to provide the Services – the Tenderers’ capability and expertise to successfully provide the Services.

Organisational Capacity – The Tenderer’s ability to support the offered services.

Resourcing Capacity – The Tenderer’s capacity to provide appropriately skilled staff to support and implement the services offered, specially staff technical and dietetic expertise.

B CAPABILITY AND EXPERIENCE 70%

Services Suitability – Compliance, quality, and capability of the Tenderer’s proposed Services approach against the Statement of Requirement.

Services Experience – The extent and relevance of the Tenderer’s demonstrated operational experience, high level of knowledge in delivering a conference and other products to meet the Statement of Requirement.

Support Capability – The Tenderer delivers high quality responsive support during the delivery of services and beyond.

6.2 Complaints handling

Any complaints relating to this procurement should be referred to:

Name: Robert Hunt

Position: CEO, Dietitians Australia

Email: ceo@dietitiansaustralia.org.au

7. RESPONSE INSTRUCTIONS

Instructions

Instructions:

• Remember to remove all drafting note guidance before you finalise and submit your Response,

• Lodge the form in the appropriate format as required,

• You MUST use this form to submit your response/provide covering documentation for your response,

• Be as concise as possible. Do not assume that the evaluation team has any knowledge of your organisation’s abilities or personnel,

• You must clearly demonstrate that your organisation meets the Statement of Requirements [Item 4] and,

• Before completing your response decide whether your organisation has the necessary skills and experience to meet the Customer’s requirement.

Please note:

Specific questions about this ATM should be directed to the Customer’s Contact Officer.

• If successful, your organisation will be offered a contract. A draft contract is

attached for reference. These terms are not negotiable. Do not submit a response

if you cannot agree to these terms as you cannot be awarded the Contract,

• Participation in this ATM is at your sole risk and cost,

• The Customer will evaluate all valid responses received by the closing time which

address the Statement of Requirements,

• In making this decision, the Customer will consider the criteria set and,

• The successful Service Provider will have demonstrated its ability to provide the

best value for the Customer. This will not necessarily be the lowest price.

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7.1 Part 1 – Service Provider’s Details

DRAFTING NOTE

The following details will appear in the Contract should your Response be successful. The details you provide should be for the legal organisation that would be the Service Provider under the Contract.

Full Legal Organisation Name:

Legal Status: Individual/Sole Trader

Partnership

Company

Sole Director Company

Trust (see note below)

Other (please state):

Australian Business Number (ABN):

Australian Company Number (ACN):

Australian Registered Body Number (ARBN):

Registered Address:

Web address:

Contact Officer

For matters relating to this Response contact:

Name:

Position Title:

Telephone:

Mobile:

Email Address:

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7.2 Part 2 – Executive Summary

DRAFTING NOTE:

• Provide a brief (less than one page) summary of your response highlighting its key features. The Executive Summary should not merely replicate information provided elsewhere in your Response. This section brings together all aspects of your proposal and is your opportunity to “sell” its unique features.

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7.3 Part 3 – Ability to Meet the Requirement

DRAFTING NOTE:

• Detailed Proposal to Meet the Customer’s Requirement,

• Provide a detailed description of your proposal to supply the Customer’s requirement, including any delivery methodology. This is your opportunity to convince the evaluation team that your organisation understands the requirement and can deliver it to a high standard. Do not provide general marketing material and,

• Do not rely on your organisation’s reputation. The evaluation team can only consider information you provide in this submission.

7.4 Part 4 – Potential Supplier’s Demonstrated Capability and Capacity

DRAFTING NOTE:

• Statement of Skills and Experience of Specified Personnel,

• The information you enter here will be used to evaluate your organisation’s proven capacity to meet the customer’s requirement, including those described under Statement of Requirement – Personnel,

• Provide clear, concise details of your relevant abilities to deliver what you have proposed,

• This is your opportunity to highlight any unique capabilities and prove to the evaluation team that you can meet the requirement to a high standard,

• Depending on the requirement, this could include a detailed description of recent relevant experience in successfully supplying a similar requirement. It could also include your organisation’s expertise in this field, brief information on relevant personnel (highlighting relevant expertise and experience), details of relevant intellectual property or unique products used and,

• You may also attach brief supporting information specific to the requirement including tailored CVs for Specified Personnel.

Name Position/Role Percentage of Total Project Time

Total personnel time 100%

7.5 Part 5 -- Conflicts of Interest

DRAFTING NOTE:

• Managing conflict of interest is integral to good governance of DA. The DA conflict management policy applies to all those undertaking any activities for or on behalf of DA, including service providers. Conflicts can be actual, perceived or potential. The perception of a conflict can be just as damaging to public confidence in the organisation as an actual conflict based on objective facts.

• It is important that if, after the response has been submitted or during the Contract period, any actual, perceived or potential conflicts arise they are reported to the Customer without delay. If you are aware of a conflict (real or perceived) that could arise as a result of entering into a contract with the Customer (and Subcontractor where applicable) include full details and strategies to manage below, or for complex issues, attach a Conflict of Interest Management Plan detailing your proposed approach.

• If no conflicts of interest were identified, type “Nil”.

7.6 Part 7 – Referees

DRAFTING NOTE:

• Provide daytime contact details for three (3) referees who can attest to your capacity to meet the Requirement. A reference is stronger if your organisation and/or Specified Personnel has recently provided the referee with similar goods/services. It is good practice to ensure that nominated referees are aware they may be contacted.

• The Customer reserves the right to contact any referees, or any other person, directly and without notifying the Potential Supplier.

Referee Name Position Organisation Phone Number

Email Address

7.6.1 Pre-existing Intellectual Property of Potential Supplier

DRAFTING NOTE:

• List your pre-existing Intellectual Property (if any) noting that:

• The Service Provider grants to, or in the case of Third-Party Material, must obtain for, the Customer a non-exclusive, irrevocable, royalty-free, perpetual, world-wide licence (including the right to sub-licence) to exercise the Intellectual Property Rights in all Pre-existing Material and Third- Party Material incorporated into the Material to enable the Customer to receive the full benefit of the Goods and/or Services and the Material and to exercise its rights in relation to the Material.

• If no pre-existing Intellectual Property is proposed insert “Not Applicable”.

7.7 Part 8 -- Confidentiality of Potential Supplier’s Information

DRAFTING NOTE:

• Identify any aspect of the Response, or any aspect of the proposed Contract, that you consider should be kept confidential, with reason.

• The Customer will only agree to treat information as confidential in cases that meet the DAA’s guidelines and which the Customer considers appropriate. In the absence of the Customer’s agreement, the Customer has the right to disclose any information contained in the Contract.

• Add extra lines to the table as required.

• If none, type “Not Applicable”.

Information to be kept Confidential Reasons for Confidentiality Request

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7.8 Part 9 – Total Costs to be incurred by the Customer

DRAFTING NOTE:

• The information you provide in this section will be used to assess the total costs the Customer will incur under your proposal.

7.8.1 Pricing- Fixed Price (including all expenses)

DRAFTING NOTE:

• Complete the following table including fixed prices for each item. Fixed prices must include taxes, duties and other government charges which may be imposed or levied in Australia and overseas, and all other costs associated with providing the services, including delivery fees where applicable.

• Add additional lines to the table as required.

Due Date

Milestone Description Total Price GST Exclusive

GST Component

Total Price GST Inclusive

Total Fixed Price for Services

7.8.2 Proposed Payment Schedule

DRAFTING NOTE:

• Complete the table below if you propose that progress payments be made.

• invoiced. The Customer may propose alternative payment arrangements.

• If you are not proposing any progress payments type “Not Applicable”.

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Due Date Milestone Description Total Price (GST

Exclusive)

GST Component

Total Price (GST

Inclusive)

Total Milestone Payments