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Develop and implement an appropriate estimating and tendering system
|Unit Descriptor||This unit of competency specifies the outcomes required to develop and implement an appropriate estimating and tendering system. It covers the facilitation, implementation and maintenance of an estimating and tendering system in a building and construction organisation involved in residential and/or commercial projects. It supports the establishment of the human resources and facilities necessary to produce accurate and successful tenders in accordance with contractual guidelines.|
|1 . Quantify and qualify factors to be included in the organisational tendering system.||
|2 . Establish and implement tendering system in the organisation.||
|3 . Establish and implement a tendering quality control system.||
|4 . Develop and implement a client feedback system.||
|5 . Establish a recording and evaluation system.||
|Key Competency||Examples of Application||Performance|
|How can information be collected, analysed and organised?|
|How are ideas and information communicated within this competency?|
|How are activities planned and organised?|
|How are problem solving skills applied?|
|How are mathematical ideas and techniques used?|
|How is use of technology applied?|
|How is team work used within this competency?|
Tendering system factors include:
legislative and regulatory requirements and codes of practice
market rates, trends and technological improvements and variations
materials and labour cost determination
range of contracts employed by the organisation
standard organisational documentation
tendering methods, processes and timeframes
timeframes and scheduling arrangements.
Strategic criteria for personnel and processes concerned with estimating and tendering include:
analysis and revision of data
critical incident analysis and reporting
scheduling and planning for contingencies.
Financial structures which underpin the tendering process include:
accounting methods and systems
calculation and apportioning of overheads and margins
subcontracting and organisational contracting rates.
Review and feedback system includes:
critical path development and analysis
internal and external client review and feedback systems
personnel and system review and evaluation processes
programmed and critical incident evaluation meetings.
Communication system includes:
phone, facsimile and email systems
handwritten and word-processed reports and briefing notes
internal and external memoranda
face to face communication.
Tender recording system includes:
day logs and diaries
financial, labour and materials recording and inventory systems
manual and computer-based data systems.
Overview of assessment
This unit of competency could be assessed by effective development and implementation of an estimating and tendering system for an organisation.
This unit of competency can be assessed in the workplace or a close simulation of the workplace environment, provided that simulated or project-based assessment techniques fully replicate construction workplace conditions, materials, activities, responsibilities and procedures.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
A person who demonstrates competency in this unit must be able to provide evidence of the ability to:
implement an effective estimating and tendering system, supported and directed by strong and decisive leadership
develop conceptual and strategic problem solving and systems
implement management practices which result in high level staff productivity
interact effectively with personnel within and external to the organisation
communicate effectively both verbally and in writing with senior management, employees, clients and regulatory authorities
comply with legislative and regulatory requirements and codes of practice.
Context of and specific resources for assessment
This competency is to be assessed using standard and authorised work practices, safety requirements and environmental constraints.
Assessment of essential underpinning knowledge will usually be conducted in an off-site context.
Assessment is to comply with relevant regulatory or Australian standards' requirements.
Resource implications for assessment include:
suitable project work applicable to the building and construction process
appropriate equipment, materials and documentation to comply with OHS legislation and other organisational policies
related learning resources in support of the underpinning knowledge and skills acquisition required by this unit of competency.
Reasonable adjustments for people with disabilities must be made to assessment processes where required. This could include access to modified equipment and other physical resources, and the provision of appropriate assessment support.
Method of assessment
Assessment methods must:
satisfy the endorsed Assessment Guidelines of the Construction, Plumbing and Services Integrated Framework Training Package
include direct observation of tasks in real or simulated work conditions, with questioning to confirm the ability to consistently identify and correctly interpret the essential underpinning knowledge required for practical application
reinforce the integration of employability skills with workplace tasks and job roles
confirm that competency is verified and able to be transferred to other circumstances and environments.
Validity and sufficiency of evidence requires that:
competency will need to be demonstrated over a period of time reflecting the scope of the role and the practical requirements of the workplace
where the assessment is part of a structured learning experience the evidence collected must relate to a number of performances assessed at different points in time and separated by further learning and practice, with a decision on competency only taken at the point when the assessor has complete confidence in the person's demonstrated ability and applied knowledge
all assessment that is part of a structured learning experience must include a combination of direct, indirect and supplementary evidence.
Assessment processes and techniques should as far as is practical take into account the language, literacy and numeracy capacity of the candidate in relation to the competency being assessed.
Supplementary evidence of competency may be obtained from relevant authenticated documentation from third parties, such as existing supervisors, team leaders or specialist training staff.