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Elements and Performance Criteria

1. Carry out preliminary planning activities for estimating, quoting and tendering
   • Identify nature and scope of the project in consultation with the client
   • Confirm format, specifications and deadline for submission with the client
   • Interpret available relevant documentation
   • Inspect project site and reconcile with scaled drawings, project and other site plans
2. Determine resource requirements
   • Interpret and record detailed project information and financial requirements from client specifications
   • Identify and estimate size, type and quantity of required project resources
   • Identify and evaluate sources for the procurement of suitable project resources
   • Calculate the size, type and quantity of resource items
   • Calculate and document unit and total cost for resource items
   • Determine and document contingencies
   • Record calculations on a price summary sheet
3. Prepare schedules for the estimate, quote or tender
   • Document works schedule according to client specifications
   • Document scheduling of resources consistent with the requirements of the works schedule
   • Document scheduling of financial requirements
4. Prepare and document the estimate, quote or tender for submission to the client
   • Calculate and check estimate, quote or tender price
   • Compile costed summaries and works, resource and financial schedules
   • Adhere to quality assurance requirements, enterprise customer service procedures, conventional formatting and industry standards in the development of documentation
   • Complete and submit total estimate, quotation or tender by the specified date
   • Provide further information and make adjustments according to client requirements

Range Statement

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Performance Evidence

The candidate must be assessed on their ability to integrate and apply the performance requirements of this unit in a workplace setting. Performance must be demonstrated consistently over time and in a suitable range of contexts.

The candidate must provide evidence that they can:

research the details of the quoted service and clarify with the client

identify requirements for estimate, quote or tender including format, specifications and deadline for submission

identify and cost the resources and services required to fulfil the tender and check for availability

investigate options for supplies, services, contractors and consultants with current pricing structures and availability

develop a work schedule with timelines and expenditure

consider potential problems and risks and develop contingency plans

develop detailed costing sheets with the final quoted cost, including an estimated margin for risk

submit the completed tender to the client with supporting information including details of organisations previous work and client feedback

seek feedback from the client to ensure information supplied is sufficient.

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Knowledge Evidence

The candidate must demonstrate knowledge of:

relevant State and Federal legislation, awards, enterprise agreements and management policies relating to labour hire and employment terms

current pricing structures and options for supplies, services, contractors and consultants

enterprise and industry standards and practices for formatting, organising and presenting financial and quantitative information

business ethics in relation to confidentiality and the tendering process.

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