NTISthis.com

Evidence Guide: AHCBUS504 - Prepare estimates, quotes and tenders

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

AHCBUS504 - Prepare estimates, quotes and tenders

What evidence can you provide to prove your understanding of each of the following citeria?

Carry out preliminary planning activities for estimating, quoting and tendering

  1. Identify nature and scope of the project in consultation with the client
  2. Confirm format, specifications and deadline for submission with the client
  3. Interpret available relevant documentation
  4. Inspect project site and reconcile with scaled drawings, project and other site plans
Identify nature and scope of the project in consultation with the client

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm format, specifications and deadline for submission with the client

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Interpret available relevant documentation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine resource requirements

  1. Interpret and record detailed project information and financial requirements from client specifications
  2. Identify and estimate size, type and quantity of required project resources
  3. Identify and evaluate sources for the procurement of suitable project resources
  4. Calculate the size, type and quantity of resource items
  5. Calculate and document unit and total cost for resource items
  6. Determine and document contingencies
  7. Record calculations on a price summary sheet
Interpret and record detailed project information and financial requirements from client specifications

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and evaluate sources for the procurement of suitable project resources

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Calculate the size, type and quantity of resource items

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Calculate and document unit and total cost for resource items

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine and document contingencies

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record calculations on a price summary sheet

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare schedules for the estimate, quote or tender

  1. Document works schedule according to client specifications
  2. Document scheduling of resources consistent with the requirements of the works schedule
  3. Document scheduling of financial requirements
Document works schedule according to client specifications

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document scheduling of financial requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

  1. Calculate and check estimate, quote or tender price
  2. Compile costed summaries and works, resource and financial schedules
  3. Adhere to quality assurance requirements, enterprise customer service procedures, conventional formatting and industry standards in the development of documentation
  4. Complete and submit total estimate, quotation or tender by the specified date
  5. Provide further information and make adjustments according to client requirements
Calculate and check estimate, quote or tender price

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Compile costed summaries and works, resource and financial schedules

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide further information and make adjustments according to client requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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

Required Skills and Knowledge

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.

Range Statement