Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

AHCBUS504 Mapping and Delivery Guide
Prepare estimates, quotes and tenders

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency AHCBUS504 - Prepare estimates, quotes and tenders
Description
Employability Skills
Learning Outcomes and Application This unit of competency describes the skills and knowledge required to prepare estimates, quote and tenders.All work must be carried out to comply with organisational requirements, work health and safety legislation and codes and in consultation with the management team.This unit applies to individuals who take personal responsibility and exercise autonomy in undertaking complex work. They must analyse information and exercise judgement to complete a range of advanced skilled activities.No occupational licensing, legislative or certification requirements are known to apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.

Competency is to be assessed in the workplace or simulated environment that accurately reflects performance in a real workplace setting.

Assessors must satisfy current standards for RTOs.
Prerequisites/co-requisites
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: 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
       
Element: 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
       
Element: 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
       
Element: 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
       


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.

Element

Performance criteria

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Carry out preliminary planning activities for estimating, quoting and tendering

1.1 Identify nature and scope of the project in consultation with the client

1.2 Confirm format, specifications and deadline for submission with the client

1.3 Interpret available relevant documentation

1.4 Inspect project site and reconcile with scaled drawings, project and other site plans

2. Determine resource requirements

2.1 Interpret and record detailed project information and financial requirements from client specifications

2.2 Identify and estimate size, type and quantity of required project resources

2.3 Identify and evaluate sources for the procurement of suitable project resources

2.4 Calculate the size, type and quantity of resource items

2.5 Calculate and document unit and total cost for resource items

2.6 Determine and document contingencies

2.7 Record calculations on a price summary sheet

3. Prepare schedules for the estimate, quote or tender

3.1 Document works schedule according to client specifications

3.2 Document scheduling of resources consistent with the requirements of the works schedule

3.3 Document scheduling of financial requirements

4. Prepare and document the estimate, quote or tender for submission to the client

4.1 Calculate and check estimate, quote or tender price

4.2 Compile costed summaries and works, resource and financial schedules

4.3 Adhere to quality assurance requirements, enterprise customer service procedures, conventional formatting and industry standards in the development of documentation

4.4 Complete and submit total estimate, quotation or tender by the specified date

4.5 Provide further information and make adjustments according to client requirements

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.

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.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, 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.

Element

Performance criteria

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Carry out preliminary planning activities for estimating, quoting and tendering

1.1 Identify nature and scope of the project in consultation with the client

1.2 Confirm format, specifications and deadline for submission with the client

1.3 Interpret available relevant documentation

1.4 Inspect project site and reconcile with scaled drawings, project and other site plans

2. Determine resource requirements

2.1 Interpret and record detailed project information and financial requirements from client specifications

2.2 Identify and estimate size, type and quantity of required project resources

2.3 Identify and evaluate sources for the procurement of suitable project resources

2.4 Calculate the size, type and quantity of resource items

2.5 Calculate and document unit and total cost for resource items

2.6 Determine and document contingencies

2.7 Record calculations on a price summary sheet

3. Prepare schedules for the estimate, quote or tender

3.1 Document works schedule according to client specifications

3.2 Document scheduling of resources consistent with the requirements of the works schedule

3.3 Document scheduling of financial requirements

4. Prepare and document the estimate, quote or tender for submission to the client

4.1 Calculate and check estimate, quote or tender price

4.2 Compile costed summaries and works, resource and financial schedules

4.3 Adhere to quality assurance requirements, enterprise customer service procedures, conventional formatting and industry standards in the development of documentation

4.4 Complete and submit total estimate, quotation or tender by the specified date

4.5 Provide further information and make adjustments according to client requirements

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
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 
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 
Document works schedule according to client specifications 
Document scheduling of resources consistent with the requirements of the works schedule 
Document scheduling of financial requirements 
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 

Forms

Assessment Cover Sheet

AHCBUS504 - Prepare estimates, quotes and tenders
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

AHCBUS504 - Prepare estimates, quotes and tenders

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: