MSFID4022
Prepare quotation and contract documentation for design projects


Application

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.


Elements and Performance Criteria

Elements

Performance Criteria

Elements describe the essential outcomes.

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

1. Determine design costs

1.1 Assess design outcomes from review of design brief

1.2 Explore requirements with client using open questioning and discussion

1.3 Identify factors and complexities that affect the scope of design services

1.4 Identify and obtain information needed from others involved in the project

1.5 Accurately calculate design costs based on current rates and outcomes of brief review and customer discussions

2. Prepare and present quotation

2.1 Itemise and accurately detail inclusions on documentation

2.2 Identify and include information to support quotation

2.3 Present quote to the client and discuss to confirm agreement on inclusions

2.4 Modify and finalise quote based on client response

2.5 Obtain and document client agreement to the quote

3. Prepare and present contract documentation

3.1 Select contract format based on the scope of the design project, business protocols and legal requirements

3.2 Identify and action the need for specialist legal expertise based on the project nature and scope

3.3 Note inclusions, costs and parameters of design services in the contract documents

3.4 Develop and accurately document terms and conditions

Foundation Skills

The Foundation Skills describe those required skills (such as, language, literacy, numeracy and employment skills) that are essential to performance:

technology skills to prepare and present quotations and associated documentation using digital media.

Other foundation skills essential to performance are explicit in the performance criteria of this unit of competency.


Sectors

Interior Decoration and Design