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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.

  1. Strategic economic and social factors impacting on the organisation are quantified and qualified.

  2. Range and scope of activities to be undertaken by the organisation and their impact are strategically quantified and qualified.

  3. Strategic operational and financial structures within the organisation are reviewed and qualified regarding their information needs.

2 . Establish and implement tendering system in the organisation.

  1. Design and development of the organisational estimating and tendering system are facilitated and implemented in accordance with legislative and organisational requirements.

  2. Strategic criteria for personnel and processes concerned with estimating and tendering are established and disseminated.

  3. Endorsement of senior management for implementation of the system is obtained.

  4. Staff with the necessary expertise and industry knowledge to excel at the tasks involved are appointed.

3 . Establish and implement a tendering quality control system.

  1. Appropriate financial structures which underpin the tendering process are identified and applied.

  2. Review and feedback system using company project records and performance criteria is facilitated and implemented.

4 . Develop and implement a client feedback system.

  1. Communication system to enable effective contact with clients is established and implemented.

  2. Client feedback system based on price, performance, progress and other strategic factors is planned and strategically implemented.

5 . Establish a recording and evaluation system.

  1. Tender recording system which meets organisational needs for ongoing evaluation of tender performance is designed and implemented.

  2. Strategic balances and checks which enable the ongoing maintenance of quality of the estimating and tendering system are developed and implemented.

Key CompetencyExamples of ApplicationPerformance
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?

Range Statement

Tendering system factors include:

Strategic criteria for personnel and processes concerned with estimating and tendering include:

Financial structures which underpin the tendering process include:

Review and feedback system includes:

Communication system includes:

Tender recording system includes:

Evidence Guide

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:

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:

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:

Validity and sufficiency of evidence requires that:

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.