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Prepare estimates, bids and tenders in construction

Reference
M/504/7348
Level
Level 3
Credit Value
16
Guided Learning Hours
50
 
Aim
This unit is about the evaluation of tender enquiries, identifying and making necessary measurements and producing estimates by costing resources. You will need to check and summarise tender details and identify points of concerns. You will need to make recommendations about tenders and maintain records.

You will need to assemble, collate and review information and measure quantities and prepare descriptions. You will need to identify inaccurate information and deal with it appropriately. You will need to develop working documents, calculate resource requirements, estimate costs, allowing for external factors, and produce an overall estimate. You will need to explain the costings and produce payment schedules.


Assessment guidance and/or requirements
The following ranges apply:
Learning Outcomes 1 and 2
• Tender - type:
- contractor
- sub/works/trade contractor
- supply
- consultancy
• Tender requirements:
- construction
- installation and maintenance work
- supply of goods and materials
- consultancy services
• Decision makers:
- clients and their agents
- colleagues
- line managers
- specialists - internal or external to organisation
• Points of concern:
- inconsistent with the policy of the organisation
- discrepancies within enquiry information
- tender procedure requirements
- quantitative requirements
- qualitative requirements
- contractual requirements
• Tender documents - type:
- invitation to tender
- form of tender
- returns procedure
- survey reports
- specifications
- drawings
- schedules
- bills of quantities
- health and safety & welfare policies
- environmental policies
- scope of services
- terms and conditions
- schedule of rates
- procedures for submitting tenders
- evaluation criteria and procedures
• Organisational capability:
- financial
- viability of tendering information
- current workload
- type of work
- competence of people
- timescale (tender & contract)
- social policies
- environmental impact
- location
- social and political policies
Learning Outcomes 3 and 4
• Information:
- drawings
- schedules
- specifications
- information about the contract and allocation of risks and responsibilities
- quotations
- records of queries raised and answers
- standard methods of measurement
- technical literature
• Measurement - relates to:
- trade
- elemental
- operational
- approximate
- schedules of rates
• Measure dimensions and calculate quantities:
- manual
- electronic
• Calculate cost:
- manual
- electronic
• Estimate:
- cost based on a quotation
- unit cost built up from basic data
- internal and historical cost data
- published cost data
• Intended purpose:
- procurement
- contract
- production
• Resources - type:
- people (in-house, external)
- plant and equipment
- materials
- finance
- time
- supply options
• Tender requirements:
- invitation to tender
- form of tender
- returns procedure
- surveys
- specifications
- drawings
- schedules
- bills of quantities
- health, safety and welfare requirements
- scope of services
- terms and conditions
- schedules of rates
- evaluation criteria and procedures
- environmental requirements
- procedures for submitting tenders
• External factors:
- variations over time
- geographic location
- statutory and contractual requirements
- special working conditions and methods
- special resourcing conditions and availability
Learning Outcomes 5 and 6
• Explain and clarify:
- orally
- written
- electronic
• Tender offer
- contractor
- sub/works/trade contractor
- supply
- consultancy
- purchase
This unit must be assessed in a work environment, in accordance with the ConstructionSkills‘ Consolidated Assessment Strategy for Construction and the Built Environment.
Assessors for this unit must have verifiable, current industry experience and a sufficient depth of relevant occupational expertise and knowledge, and must use a combination of assessment methods as defined in the Consolidated Assessment Strategy.
Workplace evidence of skills cannot be simulated.

Qualifications offering this unit

Reference Title Sector Level