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Evidence Guide: LMFKB4006A - Prepare quotation and contract documentation for design project

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

 

LMFKB4006A - Prepare quotation and contract documentation for design project

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

Identify costs involved in producing design

  1. Design brief is reviewed to confirm required outcomes and inclusions and any other client requirements
  2. Measurements and quantities are confirmed
  3. Specification schedule is developed to itemise all inclusions
  4. Labour resources and suppliers are identified and role in design implementation confirmed
Design brief is reviewed to confirm required outcomes and inclusions and any other client requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Measurements and quantities are confirmed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Specification schedule is developed to itemise all inclusions

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Labour resources and suppliers are identified and role in design implementation confirmed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Calculate project costs

  1. Costs of materials, components and finishes are calculated
  2. Labour costs, including design fees are calculated
  3. Overheads and hidden costs are calculated
  4. Costs of required plant and equipment are calculated
  5. Supplier prices are compared to ensure most cost effective solutions
  6. Options for reducing costs are identified
Costs of materials, components and finishes are calculated

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Labour costs, including design fees are calculated

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Overheads and hidden costs are calculated

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Costs of required plant and equipment are calculated

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Supplier prices are compared to ensure most cost effective solutions

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Options for reducing costs are identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare and present cost quotation

  1. Costs are itemised and detailed on documentation according to industry standards
  2. Additional information and samples are prepared as required to support quotation
  3. Quote is presented to the client and details and costing options discussed to confirm all items documented
  4. Quote is modified and finalised according to client response
  5. Client agreement to the quote is obtained and documented
Costs are itemised and detailed on documentation according to industry standards

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Additional information and samples are prepared as required to support quotation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Quote is presented to the client and details and costing options discussed to confirm all items documented

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Quote is modified and finalised according to client response

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Client agreement to the quote is obtained and documented

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare and present contract documentation

  1. Inclusions, costs and parameters of the design are noted in the contract documents
  2. Contract is prepared according to industry standards and presented and explained to client
Inclusions, costs and parameters of the design are noted in the contract documents

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Contract is prepared according to industry standards and presented and explained to client

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Assessment processes and techniques must be culturally appropriate and appropriate to the language, literacy and numeracy capacity of the candidate and the work being performed.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Interpret and analyse design brief

Itemise inclusions and resources required for project implementation

Calculate costs for all components

Research information on prices and suppliers

Produce a quote that documents all costs

Complete contract documentation

Present quote and contract to client in a manner that informs the client of their choices and the details of the inclusions

Context of and specific resources for assessment

The application of competency is to be assessed in the workplace or realistically simulated workplace

Assessment is to occur under standard and authorised work practices, safety requirements and environmental constraints

Assessment of essential underpinning knowledge, other than confirmatory questions, will usually be conducted in an off-site context

Assessment is to comply with relevant regulatory or Australian Standards requirements

The following resources should be made available:

workplace location or simulated workplace

work related information resources

Method of assessment

Assessment must satisfy the endorsed assessment guidelines of the Furnishing Industry Training Package

Assessment methods must confirm consistency and accuracy of performance (over time and in a range of workplace relevant contexts) together with application of underpinning knowledge

Assessment methods must be by direct observation of tasks and include questioning on underpinning knowledge to ensure correct interpretation and application

Assessment may be applied under project related conditions (real or simulated) and require evidence of process

Assessment must confirm a reasonable inference that competency is able not only to be satisfied under the particular circumstance, but is able to be transferred to other circumstances

Assessment may be in conjunction with assessment of other units of competency

Required Skills and Knowledge

Required skills

Accessing and reading workplace information including diagrams, drawings and design plans

Applying safety procedures

Applying research techniques

Collecting, organising and understanding information related to design projects, costing schedules and contract preparation

Communicating and negotiating ideas and information

Accurately recording and maintaining information

Using computer operations for internet access and searches

Performing costing calculations

Communicating with suppliers

Clarifying and checkingdesign-related information

Carrying out work according to occupational health and safety (OHS) practices

Using mathematical ideas and techniques to correctly complete measurements, calculate area and volume, and estimate other material requirements

Maintaining current knowledge of materials and components used in design projects

Using the workplace technology related to the use of tools including calculators, measuring and recording devices

Required knowledge

State or territory OHS legislation, regulations, standards and codes of practice relevant to design contracts

Information resources

Research techniques

Market rate for design fees, labour costs and material costs

Appropriate mathematical procedures for estimation, costing and measurement

Established communication channels and protocols

Problem identification and resolution techniques

Types of labour available

Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Design brief

Design brief may include:

client needs and objectives

milestones

functional requirements

budget, timelines and consultation requirements

colour requirements

specific inclusions

Labour resources

Labour resources may include:

trades people

contract services

labourers

Overheads and hidden costs

Overheads and hidden costs may include:

costs of providing service

business overheads

transport and delivery

sales and marketing costs

time delays or other timing factors

demolition and rubbish removal costs

supplier cost increases

Additional information

Additional information may include

fliers and promotional information

product samples

drawings and plans

product codes

insurance information

Contract documents

Contract documents may include

drawings

plans

project schedules

specification schedules

visual information