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 AHCBUS504A, '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



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

1.1. Nature and scope of the project are identified in consultation with the client according to enterprise policy.

1.2. Format, specifications and deadline for submission of the estimate, quote or tender are identified and confirmed with the client.

1.3. Available relevant documentation is obtained and interpreted.

1.4. Project site is inspected and reconciled with scaled drawings, project and other site plans in consultation with the client, agent or other authority.

2. Determine resource requirements

2.1. Detailed project information and monetary sums are interpreted and recorded from client specifications.

2.2. Size, type and quantity of required project resources are identified and estimated according to client specifications.

2.3. Sources are identified and evaluated for the procurement of suitable project resources consistent with client requirements.

2.4. Appropriate tools and equipment are selected and used to calculate the correct size, type and quantity of each resource item.

2.5. Unit and total cost for each resource item are calculated and documented.

2.6. Necessary and appropriate contingency sums to complete the estimate, quote or tender are interpreted and documented.

2.7. Calculations are accurately recorded on a price summary sheet.

3. Prepare schedules for the estimate, quote or tender

3.1. Works schedule is documented according to client specifications.

3.2. Scheduling of resources is accurately documented consistent with the requirements of the works schedule.

3.3. Scheduling of financial requirements is accurately documented according to enterprise guidelines.

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

4.1. Estimate, quote or tender price is calculated and checked according to enterprise guidelines.

4.2. Costed summaries and works, resource and financial schedules are compiled according to client specifications.

4.3. Quality assurance requirements, enterprise customer service procedures, conventional formatting and industry standards are strictly adhered to in the development of documentation.

4.4. Total estimate, quotation and/or tender is completed accurately and submitted to the client within the specified deadline.

4.5. Further information is provided and adjustments made according to client requirements.

Qualifications and Skillsets

AHCBUS504A appears in the following qualifications:

  • AHC50510 - Diploma of Arboriculture
  • AHC50610 - Diploma of Landscape Design
  • AHC51710 - Diploma of Rural Machinery Management
  • AHC50110 - Diploma of Agriculture
  • AHC50710 - Diploma of Parks and Gardens Management
  • AHC51110 - Diploma of Conservation and Land Management
  • AHC51310 - Diploma of Pest Management
  • AHC51610 - Diploma of Irrigation Management
  • AHC51210 - Diploma of Community Coordination and Facilitation
  • AHC51410 - Diploma of Agribusiness Management
  • AHC50410 - Diploma of Horticulture