Assessor Resource

LMFKB4006A
Prepare quotation and contract documentation for design project

Assessment tool

Version 1.0
Issue Date: May 2024


This unit of competency applies to work conducted by designers for the quotation and contracting of projects including materials, components and services as part of the design implementation.

This unit of competency covers the skills and knowledge required to calculate costs for a design project and prepare formal quotation and contract documentation for client agreement. This unit includes evaluation of costing options and presentation of documentation to client.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Employability Skills

This unit contains employability skills.



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Assessment processes and techniques must be culturally appropriate and appropriate to the language, literacy and numeracy capacity of the candidate and the work being performed.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Interpret and analyse design brief

Itemise inclusions and resources required for project implementation

Calculate costs for all components

Research information on prices and suppliers

Produce a quote that documents all costs

Complete contract documentation

Present quote and contract to client in a manner that informs the client of their choices and the details of the inclusions

Context of and specific resources for assessment

The application of competency is to be assessed in the workplace or realistically simulated workplace

Assessment is to occur under standard and authorised work practices, safety requirements and environmental constraints

Assessment of essential underpinning knowledge, other than confirmatory questions, will usually be conducted in an off-site context

Assessment is to comply with relevant regulatory or Australian Standards requirements

The following resources should be made available:

workplace location or simulated workplace

work related information resources

Method of assessment

Assessment must satisfy the endorsed assessment guidelines of the Furnishing Industry Training Package

Assessment methods must confirm consistency and accuracy of performance (over time and in a range of workplace relevant contexts) together with application of underpinning knowledge

Assessment methods must be by direct observation of tasks and include questioning on underpinning knowledge to ensure correct interpretation and application

Assessment may be applied under project related conditions (real or simulated) and require evidence of process

Assessment must confirm a reasonable inference that competency is able not only to be satisfied under the particular circumstance, but is able to be transferred to other circumstances

Assessment may be in conjunction with assessment of other units of competency

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Required skills

Accessing and reading workplace information including diagrams, drawings and design plans

Applying safety procedures

Applying research techniques

Collecting, organising and understanding information related to design projects, costing schedules and contract preparation

Communicating and negotiating ideas and information

Accurately recording and maintaining information

Using computer operations for internet access and searches

Performing costing calculations

Communicating with suppliers

Clarifying and checkingdesign-related information

Carrying out work according to occupational health and safety (OHS) practices

Using mathematical ideas and techniques to correctly complete measurements, calculate area and volume, and estimate other material requirements

Maintaining current knowledge of materials and components used in design projects

Using the workplace technology related to the use of tools including calculators, measuring and recording devices

Required knowledge

State or territory OHS legislation, regulations, standards and codes of practice relevant to design contracts

Information resources

Research techniques

Market rate for design fees, labour costs and material costs

Appropriate mathematical procedures for estimation, costing and measurement

Established communication channels and protocols

Problem identification and resolution techniques

Types of labour available

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Design brief

Design brief may include:

client needs and objectives

milestones

functional requirements

budget, timelines and consultation requirements

colour requirements

specific inclusions

Labour resources

Labour resources may include:

trades people

contract services

labourers

Overheads and hidden costs

Overheads and hidden costs may include:

costs of providing service

business overheads

transport and delivery

sales and marketing costs

time delays or other timing factors

demolition and rubbish removal costs

supplier cost increases

Additional information

Additional information may include

fliers and promotional information

product samples

drawings and plans

product codes

insurance information

Contract documents

Contract documents may include

drawings

plans

project schedules

specification schedules

visual information

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Design brief is reviewed to confirm required outcomes and inclusions and any other client requirements 
Measurements and quantities are confirmed 
Specification schedule is developed to itemise all inclusions 
Labour resources and suppliers are identified and role in design implementation confirmed 
Costs of materials, components and finishes are calculated 
Labour costs, including design fees are calculated 
Overheads and hidden costs are calculated 
Costs of required plant and equipment are calculated 
Supplier prices are compared to ensure most cost effective solutions 
Options for reducing costs are identified 
Costs are itemised and detailed on documentation according to industry standards 
Additional information and samples are prepared as required to support quotation 
Quote is presented to the client and details and costing options discussed to confirm all items documented 
Quote is modified and finalised according to client response 
Client agreement to the quote is obtained and documented 
Inclusions, costs and parameters of the design are noted in the contract documents 
Contract is prepared according to industry standards and presented and explained to client 

Forms

Assessment Cover Sheet

LMFKB4006A - Prepare quotation and contract documentation for design project
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

LMFKB4006A - Prepare quotation and contract documentation for design project

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: