Unit of competency Outline

Date retreived
22/07/2026 10:39 AM AWST

Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.

Prepare estimates, quotes and tenders

Prepare estimates, quotes and tenders

Unit of competency
National Code
AHCBUS504A
State Code
D6742
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
10/06/2011
View on TGA
State Implementation and Classification
Approved Date
25/06/2014
Field of Education
080101 - Accounting
Original Release Date
25/06/2014
Nominal Hours
55
Description
This unit covers the processes involved with preparation of estimates, quote and tenders and defines the standard required to: research the details of the quoted service and clarify with the client; identify requirements for estimate, quote or tender including format, specifications and deadline for submission; identify and cost the resources and services required to fulfil the tender and check for availability; investigate options for supplies, services, contractors and consultants with current pricing structures and availability; develop a work schedule with timelines and expenditure; consider potential problems and risks and develop contingency plans; develop detailed costing sheets with the final quoted cost, including an estimated margin for risk; submit the completed tender to the client with supporting information including details of organisations previous work and client feedback; seek feedback from the client to ensure information supplied is sufficient.
Notes
Elements and Performance Criteria
1. Carry out preliminary planning activities for estimating, quoting and/or tendering
  • 1.1. Nature and scope of the project are identified in consultation with the client according to enterprise policy.
  • 1.2. Format, specifications and deadline for submission of the estimate, quote or tender are identified and confirmed with the client.
  • 1.3. Available relevant documentation is obtained and interpreted.
  • 1.4. Project site is inspected and reconciled with scaled drawings, project and other site plans in consultation with the client, agent or other authority.
2. Determine resource requirements
  • 2.1. Detailed project information and monetary sums are interpreted and recorded from client specifications.
  • 2.2. Size, type and quantity of required project resources are identified and estimated according to client specifications.
  • 2.3. Sources are identified and evaluated for the procurement of suitable project resources consistent with client requirements.
  • 2.4. Appropriate tools and equipment are selected and used to calculate the correct size, type and quantity of each resource item.
  • 2.5. Unit and total cost for each resource item are calculated and documented.
  • 2.6. Necessary and appropriate contingency sums to complete the estimate, quote or tender are interpreted and documented.
  • 2.7. Calculations are accurately recorded on a price summary sheet.
3. Prepare schedules for the estimate, quote or tender
  • 3.1. Works schedule is documented according to client specifications.
  • 3.2. Scheduling of resources is accurately documented consistent with the requirements of the works schedule.
  • 3.3. Scheduling of financial requirements is accurately documented according to enterprise guidelines.
4. Prepare and document the estimate, quote or tender for submission to the client
  • 4.1. Estimate, quote or tender price is calculated and checked according to enterprise guidelines.
  • 4.2. Costed summaries and works, resource and financial schedules are compiled according to client specifications.
  • 4.3. Quality assurance requirements, enterprise customer service procedures, conventional formatting and industry standards are strictly adhered to in the development of documentation.
  • 4.4. Total estimate, quotation and/or tender is completed accurately and submitted to the client within the specified deadline.
  • 4.5. Further information is provided and adjustments made according to client requirements.
RANGE STATEMENT
The range statement relates to the unit of competency as a whole.
The subject of the estimate, quote or tender may include:
works relating to agricultural production
horticultural production
amenity horticulture projects
conservation and land management-related projects.
EVIDENCE GUIDE
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit
The evidence required to demonstrate competency in this unit must be relevant to workplace operations and satisfy holistically all of the requirements of the performance criteria and required skills and knowledge and include achievement of the following:
research the details of the quoted service and clarify with the client
identify requirements for estimate, quote or tender including format, specifications and deadline for submission
identify and cost the resources and services required to fulfil the tender and check for availability
investigate options for supplies, services, contractors and consultants with current pricing structures and availability
develop a work schedule with timelines and expenditure
consider potential problems and risks and develop contingency plans
develop detailed costing sheets with the final quoted cost, including an estimated margin for risk
submit the completed tender to the client with supporting information including details of organisations previous work and client feedback
seek feedback from the client to ensure information supplied is sufficient.
Context of and specific resources for assessment
Competency requires the application of work practices under work conditions. Selection and use of resources for some worksites may differ due to the regional or enterprise circumstances.
Replaces
State Code National Code Title Type
S2777 RTC5908A Prepare estimates, quotes and tenders Unit of competency
Replaced By
State Code National Code Title Type
BAM67 AHCBUS504 Prepare estimates, quotes and tenders Unit of competency