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Evidence Guide: MSFID4022 - Prepare quotation and contract documentation for design projects

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

 

MSFID4022 - Prepare quotation and contract documentation for design projects

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

Determine design costs

  1. Assess design outcomes from review of design brief
  2. Explore requirements with client using open questioning and discussion
  3. Identify factors and complexities that affect the scope of design services
  4. Identify and obtain information needed from others involved in the project
  5. Accurately calculate design costs based on current rates and outcomes of brief review and customer discussions
Assess design outcomes from review of design brief

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Explore requirements with client using open questioning and discussion

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify factors and complexities that affect the scope of design services

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and obtain information needed from others involved in the project

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Accurately calculate design costs based on current rates and outcomes of brief review and customer discussions

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare and present quotation

  1. Itemise and accurately detail inclusions on documentation
  2. Identify and include information to support quotation
  3. Present quote to the client and discuss to confirm agreement on inclusions
  4. Modify and finalise quote based on client response
  5. Obtain and document client agreement to the quote
Itemise and accurately detail inclusions on documentation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and include information to support quotation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Present quote to the client and discuss to confirm agreement on inclusions

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Modify and finalise quote based on client response

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain and document client agreement to the quote

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare and present contract documentation

  1. Select contract format based on the scope of the design project, business protocols and legal requirements
  2. Identify and action the need for specialist legal expertise based on the project nature and scope
  3. Note inclusions, costs and parameters of design services in the contract documents
  4. Develop and accurately document terms and conditions
Select contract format based on the scope of the design project, business protocols and legal requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and action the need for specialist legal expertise based on the project nature and scope

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Note inclusions, costs and parameters of design services in the contract documents

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop and accurately document terms and conditions

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Required Skills and Knowledge