Elements and Performance Criteria
- Carry out preliminary planning activities for estimating, quoting and/or tendering
- Nature and scope of the project are identified in consultation with the client according to enterprise policy.
- Format, specifications and deadline for submission of the estimate, quote or tender are identified and confirmed with the client.
- Available relevant documentation is obtained and interpreted.
- Project site is inspected and reconciled with scaled drawings, project and other site plans in consultation with the client, agent or other authority.
- Determine resource requirements
- Detailed project information and monetary sums are interpreted and recorded from client specifications.
- Size, type and quantity of required project resources are identified and estimated according to client specifications.
- Sources are identified and evaluated for the procurement of suitable project resources consistent with client requirements.
- Appropriate tools and equipment are selected and used to calculate the correct size, type and quantity of each resource item.
- Unit and total cost for each resource item are calculated and documented.
- Necessary and appropriate contingency sums to complete the estimate, quote or tender are interpreted and documented.
- Calculations are accurately recorded on a price summary sheet.
- Prepare schedules for the estimate, quote or tender
- Prepare and document the estimate, quote or tender for submission to the client
- Estimate, quote or tender price is calculated and checked according to enterprise guidelines.
- Costed summaries and works, resource and financial schedules are compiled according to client specifications.
- Quality assurance requirements, enterprise customer service procedures, conventional formatting and industry standards are strictly adhered to in the development of documentation.
- Total estimate, quotation and/or tender is completed accurately and submitted to the client within the specified deadline.
- Further information is provided and adjustments made according to client requirements.