Prepare estimates, quotes and tenders

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver AHCBUS504, 'Prepare estimates, quotes and tenders'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Prepare estimates, quotes and tenders' on This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to for every purchase, so go nuts :)

Elements and Performance Criteria


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