Assessor Resource

MSFID4022
Prepare quotation and contract documentation for design projects

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to identify design costs and prepare quotation and contract documentation for client agreement. It does not include costings related to the realisation of the design.

This unit applies to designers.

No licensing or certification requirements exist at the time of publication. Relevant legislation, industry standards and codes of practice within Australia must be applied.

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

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.
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
Assess design outcomes from review of design brief 
Explore requirements with client using open questioning and discussion 
Identify factors and complexities that affect the scope of design services 
Identify and obtain information needed from others involved in the project 
Accurately calculate design costs based on current rates and outcomes of brief review and customer discussions 
Itemise and accurately detail inclusions on documentation 
Identify and include information to support quotation 
Present quote to the client and discuss to confirm agreement on inclusions 
Modify and finalise quote based on client response 
Obtain and document client agreement to the quote 
Select contract format based on the scope of the design project, business protocols and legal requirements 
Identify and action the need for specialist legal expertise based on the project nature and scope 
Note inclusions, costs and parameters of design services in the contract documents 
Develop and accurately document terms and conditions 

Forms

Assessment Cover Sheet

MSFID4022 - Prepare quotation and contract documentation for design projects
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:

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Date:


Assessment Record Sheet

MSFID4022 - Prepare quotation and contract documentation for design projects

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: