Assessor Resource

MSFKB4006
Prepare quotation and contract documentation for design project

Assessment tool

Version 1.0
Issue Date: May 2024


This unit of competency covers calculating costs for a design project and preparing formal quotation and contract documentation for client agreement.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

Elements describe the essential outcomes.

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

1

Identify costs involved in producing design

1.1

Design brief is reviewed to confirm required outcomes and inclusions and any other client requirements

1.2

Measurements and quantities are confirmed

1.3

Specification schedule is developed to itemise all inclusions

1.4

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

2

Calculate project costs

2.1

Costs of materials, components and finishes are calculated

2.2

Labour costs, including design fees, are calculated

2.3

Overheads and hidden costs are calculated

2.4

Costs of required plant and equipment are calculated

2.5

Supplier prices are compared to ensure most cost-effective solutions

2.6

Options for reducing costs are identified

3

Prepare and present cost quotation

3.1

Costs are itemised and detailed on documentation according to industry standards

3.2

Additional information and samples are prepared, as required, to support quotation

3.3

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

3.4

Quote is modified and finalised according to client response

3.5

Client agreement to the quote is obtained and documented

4

Prepare and present contract documentation

4.1

Inclusions, costs and parameters of the design are noted in the contract documents

4.2

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

Interpret and analyse design brief and confirm measurements, itemised inclusions and resources required for the design implementation

Research information on prices and suppliers and use mathematical ideas and techniques to correctly calculate costs for all components and services, including sourcing the required quality components for the best available price

Calculate trade and associated labour costs such as plant/equipment and overheads for completing the design brief work to specifications

Produce and present to the client a quote that documents material, trades and design costs, including samples of materials in a manner that informs the client of their choices and the details of the inclusions

Present and conform client agreement to the fully itemised and costed contract documentation for the work

Communicate ideas and information to enable confirmation of work requirements and specifications and the reporting of work outcomes and problems, interpret basic plans and follow safety procedures

Avoid backtracking, work flow interruptions or wastage

Work with others and in a team by recognising dependencies and using cooperative approaches to optimise work flow and productivity

State or territory WHS 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

Relevant problem identification and resolution techniques

Types of labour available

Assessors must:

hold training and assessment competencies as determined by the National Skills Standards Council (NSSC) or its successors

have vocational competency in the furnishing industry at least to the level being assessed with broad industry knowledge and experience, usually combined with a relevant industry qualification

be familiar with the current skills and knowledge used and have relevant, current experience in the furnishing industry.

Assessment methods must confirm consistency of performance over time rather than a single assessment event and in a range of workplace relevant contexts.

Assessment must be by observation of relevant tasks with questioning on underpinning knowledge and, where applicable, supervisor’s reports and completed documentation for design quotes and contracts.

Assessment is to be conducted on single units of competency or in conjunction with other related units of competency. Foundation skills are integral to competent performance in the unit and should not be assessed separately.

Assessment must occur on the job or in a workplace simulated facility with relevant process, equipment, materials, work instructions and deadlines.

Access is required to work-related information resources.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Elements describe the essential outcomes.

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

1

Identify costs involved in producing design

1.1

Design brief is reviewed to confirm required outcomes and inclusions and any other client requirements

1.2

Measurements and quantities are confirmed

1.3

Specification schedule is developed to itemise all inclusions

1.4

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

2

Calculate project costs

2.1

Costs of materials, components and finishes are calculated

2.2

Labour costs, including design fees, are calculated

2.3

Overheads and hidden costs are calculated

2.4

Costs of required plant and equipment are calculated

2.5

Supplier prices are compared to ensure most cost-effective solutions

2.6

Options for reducing costs are identified

3

Prepare and present cost quotation

3.1

Costs are itemised and detailed on documentation according to industry standards

3.2

Additional information and samples are prepared, as required, to support quotation

3.3

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

3.4

Quote is modified and finalised according to client response

3.5

Client agreement to the quote is obtained and documented

4

Prepare and present contract documentation

4.1

Inclusions, costs and parameters of the design are noted in the contract documents

4.2

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

Specifies different work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included. Range is restricted to essential operating conditions and any other variables essential to the work environment.

Unit context includes:

Work health and safety (WHS) requirements, including legislation, building codes, material safety management systems, hazardous and dangerous goods codes, and local safe operating procedures or equivalent

work is carried out in accordance with legislative obligations, environmental legislation, relevant health regulations, manual handling procedures and organisation insurance requirements

work requires individual to demonstrate some discretion, judgement and problem solving for the quotation and contracting of projects, including materials, components and services as part of the design implementation

Design brief includes:

client needs and objectives

milestones

functional requirements

budget

timelines

consultation requirements

colour requirements

specific inclusions

Labour resources include:

tradespeople

contract services

labourers

Overheads and hidden costs 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 includes:

fliers and promotional information

product samples

drawings and plans

product codes

insurance information

Contract documents include:

drawings

plans

project schedules

specification schedules

visual information

Interpret and analyse design brief and confirm measurements, itemised inclusions and resources required for the design implementation

Research information on prices and suppliers and use mathematical ideas and techniques to correctly calculate costs for all components and services, including sourcing the required quality components for the best available price

Calculate trade and associated labour costs such as plant/equipment and overheads for completing the design brief work to specifications

Produce and present to the client a quote that documents material, trades and design costs, including samples of materials in a manner that informs the client of their choices and the details of the inclusions

Present and conform client agreement to the fully itemised and costed contract documentation for the work

Communicate ideas and information to enable confirmation of work requirements and specifications and the reporting of work outcomes and problems, interpret basic plans and follow safety procedures

Avoid backtracking, work flow interruptions or wastage

Work with others and in a team by recognising dependencies and using cooperative approaches to optimise work flow and productivity

State or territory WHS 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

Relevant problem identification and resolution techniques

Types of labour available

Assessors must:

hold training and assessment competencies as determined by the National Skills Standards Council (NSSC) or its successors

have vocational competency in the furnishing industry at least to the level being assessed with broad industry knowledge and experience, usually combined with a relevant industry qualification

be familiar with the current skills and knowledge used and have relevant, current experience in the furnishing industry.

Assessment methods must confirm consistency of performance over time rather than a single assessment event and in a range of workplace relevant contexts.

Assessment must be by observation of relevant tasks with questioning on underpinning knowledge and, where applicable, supervisor’s reports and completed documentation for design quotes and contracts.

Assessment is to be conducted on single units of competency or in conjunction with other related units of competency. Foundation skills are integral to competent performance in the unit and should not be assessed separately.

Assessment must occur on the job or in a workplace simulated facility with relevant process, equipment, materials, work instructions and deadlines.

Access is required to work-related information resources.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Design brief is reviewed to confirm required outcomes and inclusions and any other client requirements 
Measurements and quantities are confirmed 
Specification schedule is developed to itemise all inclusions 
Labour resources and suppliers are identified and role in design implementation confirmed 
Costs of materials, components and finishes are calculated 
Labour costs, including design fees, are calculated 
Overheads and hidden costs are calculated 
Costs of required plant and equipment are calculated 
Supplier prices are compared to ensure most cost-effective solutions 
Options for reducing costs are identified 
Costs are itemised and detailed on documentation according to industry standards 
Additional information and samples are prepared, as required, to support quotation 
Quote is presented to the client and details and costing options discussed to confirm all items documented 
Quote is modified and finalised according to client response 
Client agreement to the quote is obtained and documented 
Inclusions, costs and parameters of the design are noted in the contract documents 
Contract is prepared according to industry standards and presented and explained to client 

Forms

Assessment Cover Sheet

MSFKB4006 - Prepare quotation and contract documentation for design project
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

MSFKB4006 - Prepare quotation and contract documentation for design project

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: