Elements and Performance Criteria
- Gather information.
- Details of requirements are obtained and understood through discussion with customer or from information supplied.
- Plans and specifications are accessed and site is inspected to confirm full requirements.
- Details of products and services to be provided are developed and checked for availability and as fit for purpose.
- Delivery point and methods of transportation are determined where necessary.
- Details are accurately recorded and checked in accordance with workplace procedures.
- Estimate materials, labour and time.
- Work, including preparatory tasks, is planned and sequenced to cover all necessary activity.
- Types and quantities of materials required for product work are estimated based on availability, fitness for purpose and current costs.
- Labour requirements to perform work are estimated to complete the work activity.
- Time requirements to perform work are accurately estimated and checked with appropriate personnel.
- Calculate costs.
- Document and verify details.
- Details of costs and charges are clearly and accurately documented in accordance with workplace procedures.
- Costs, calculations or other details are verified in accordance with workplace procedures and current costing data.
- Quotation/tender documentation is prepared and verified.
- Costing documents are accurately completed for future reference in accordance with workplace procedures.