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Evidence Guide: MSFKB4006 - 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

 

MSFKB4006 - 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

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

Required Skills and Knowledge

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

Range Statement

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