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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Compile estimates and quotations for structural steelwork projects 
SAQA US ID UNIT STANDARD TITLE
114201  Compile estimates and quotations for structural steelwork projects 
ORIGINATOR
SGB Civil Engineering Construction 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 12 - Physical Planning and Construction Civil Engineering Construction 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 6  Level TBA: Pre-2009 was L6  21 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
A person credited with this unit standard will be able to:

Evaluate the meaning of contract in the steel construction industry and the use of contract documentation, prepare and evaluate the impact of preliminary estimates on validity of quotations and alternative offers, prepare preliminary and general schedules, calculate cost of contract and price structural steelwork quotations. Convert cost estimates into quotations, present quotation information to contract teams and negotiate quotations.

Learners who master the applied competence described in this unit standard will contribute to enhanced communication processes between structural steel drawing offices and their respective clientele by compiling accurate estimates based on the standard system of measurement of building work for the steel construction industry and producing quotations from standard contract documentation in accordance with best practice standards. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
The following knowledge, skills, attitude and/or equivalent:
  • Mathematical numeracy (geometry and trigonometry) at NQF Level 4 or equivalent
  • Drafting and mechanical drawing skills (freehand and 3-dimensional)
  • Communication (written and verbal) at NQF Level 4 or equivalent
  • The learner will have mastered the core competencies of this qualification 

  • UNIT STANDARD RANGE 
    Standardised contract documentation includes but is not limited to: The Joint Building Contracts Committee (JBCC) suite of documents, International Federation of Consulting Engineers (FIDIC) suite of documents, New Engineering Contract Documents (NEC) suite of documents.

    Standard method of measurement documents include: Southern African Institute of Steel Construction (SAISC) 2002 standard method of measurement, SABS 0120 H, Standard system of measurement of building work issued by The Association of South African Quantity Surveyors.

    Building industry includes but is not limited to: All forms of construction such as buildings, civil engineering projects, mining projects, petro-chemical projects, industrial projects.

    Schedule of quantities includes but is not limited to: Schedules with quantities and units of measurement which when priced on a unit basis lead to a priced schedule of quantities and hence a quotation, Bills of Quantities, pricing schedules.

    Pricing schedule includes but are not limited to: Schedule of Quantities with prices added.

    Enquiry documentation includes but is not limited to: Letter of Request for quotation (RFQ), standard contract documentation, commercial conditions of contract, variations to standard clauses, schedule of quantities (to be priced), technical specifications,form of tender, standard returnable documents to be completed by the tenderer, drawings, descriptions.

    Alternative offers include but are not limited to: Alternative designs, alternative specifications, alternative programs (time tables), alternative terms of payment.

    Program (programme) includes but is not limited to: Bar chart program, critical path program, time-table of events.

    Different types of enquiry documents include but are not limited to: Bills of Quantities complete with all technical and contractual conditions included but no drawings supplied, Bills of Quantities complete with all technical and contractual conditions included with drawings, drawings only enquiries calling for lump sum quotations, design and construct enquiries, "heavy medium and light" enquiries, extracts from Bills of Quantities enquiries, export enquiries.

    Specialist companies and suppliers include but are not limited to: Companies who undertake work or supply items that the company is not capable of doing or making themselves either through technical ability or through lack of production capacity.

    Wage agreement includes but is not limited to: Labour Laws of South Africa, the "Wage Agreement for the Metal Industries of South Africa".

    Overhead costs include but are not limited to: Any costs that are not directly attributable to a contract such as management and administration costs, rent, communications, stationary, consumable items, insurances, power costs, transport costs,

    Real cost per hour includes but is not limited to: Direct wages, paid holidays, leave pay, statutory bonuses, UIF, sick pay, medical aid, pension fund, safety equipment, tool allowance, overtime pay, overhead costs.

    Constituent components of cost include but are not limited to: The cost of all materials, labour, equipment, consumables, transport, management, supervision, testing,

    Components of structural steelwork pricing include but are not limited to: Design and/or detailing, supply and fabrication, transport, erection, corrosion protection, boltsMarketing influences include but are not limited to: State of the economy, state of the industry, complexities of the work and risks associated with the contract, ability to finance the project.

    Project team includes but is not limited to: Architect, structural steelwork design engineer, project manager, developer, quantity surveyor, main contractor, other contractors.

    Quotation information includes but is not limited to: Enquiry documentation, letter of quotation, pricing schedule, all other documentation submitted with quotation, all documentation used to build up the tender including letters of enquiry to others, letters of quotation from others, calculations including spreadsheets, program for the contract. 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Evaluate the meaning of contract in the steel construction industry and the use of contract. 
    OUTCOME NOTES 
    Evaluate the meaning of contract in the steel construction industry and the use of contract documentation. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. The meaning and intended purpose of contract in the broad sense is defined. 

    ASSESSMENT CRITERION 2 
    2. The meaning and intended purpose of contract in relation to the building industry is defined and an indication is given of why standardised contracts are used. 

    ASSESSMENT CRITERION 3 
    3. The elements that make up a standardized building contract are identified and the meaning of different Clauses interpreted. 

    ASSESSMENT CRITERION 4 
    4. Clauses contained in standard building contracts that are for reference only and those which have a cost implication that should be allowed for when preparing a quotation or tender are identified. 

    ASSESSMENT CRITERION 5 
    5. The impact of contract specific changes to clauses in standard building contracts is discussed. 

    ASSESSMENT CRITERION 6 
    6. The options that are available to companies when clauses contained in contracts are found to be unacceptable are discussed i.e. qualification and clarification of quotations. 

    ASSESSMENT CRITERION 7 
    7. The meaning of "method of measurement" and "schedule of quantities" is interpreted and the use of these methods when preparing quotations and obtaining prices for building work is discussed. 

    ASSESSMENT CRITERION 8 
    8. Different types of enquiry documents are identified and the steel construction industry`s interpretation of "quality" enquiry documentation is described. 

    SPECIFIC OUTCOME 2 
    Prepare and evaluate the impact of preliminary estimates on validity of quotations. 
    OUTCOME NOTES 
    Prepare and evaluate the impact of preliminary estimates on validity of quotations and alternative offers. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Procedures for reviewing enquiry documentation at the preliminary and detailed stages are described and an indication is given of what constitutes an "unusual" enquiry. 

    ASSESSMENT CRITERION 2 
    2. Preliminary estimates of price are prepared and an indication is given of why preliminary price estimates are conducted. 

    ASSESSMENT CRITERION 3 
    3. Preliminary programs for contracts are drawn up and an indication is given of why this is done. 

    ASSESSMENT CRITERION 4 
    4. The way in which a preliminary programme is used to estimate cash flow and the information contained in cash flow statements is described. An indication is given of why cash flow is critical to the successful running of a business. 

    ASSESSMENT CRITERION 5 
    5. The way in which a preliminary programme is used to evaluate the validity of a quotation is described. Validity of quotation is explained and an indication is given of the impact of validity on price. 

    ASSESSMENT CRITERION 6 
    6. Quotations are prepared in response to enquiries from specialist companies or suppliers. 

    ASSESSMENT CRITERION 7 
    7. The processes for recognising opportunities for providing alternative offers are described and an indication is given of the benefits and implications of alternative offers. 

    ASSESSMENT CRITERION 8 
    8. Manpower and equipment histograms are described and an indication is given of how preliminary programs are utilised in the preparation of these histograms. 

    SPECIFIC OUTCOME 3 
    Prepare preliminary and general schedules. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Preliminary and General items are described and an indication is given of which items have monetary values attached to them. 

    ASSESSMENT CRITERION 2 
    2. Preliminary and general items are priced and an indication is given of how preliminary programs are utilised during the pricing process. 

    ASSESSMENT CRITERION 3 
    3. Preliminary and General Schedules are prepared and an indication is given of how these schedules are prepared when enquiry documentation is not supplied. 

    ASSESSMENT CRITERION 4 
    4. The practice of allowing for costs associated with non-standard clauses when pricing Preliminary and General items is described and an indication is given of the cost implications for business when this practice is not followed. 

    SPECIFIC OUTCOME 4 
    Calculate cost of contract. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Hourly costs per employee are calculated from individual rates of pay and an indication is given of the method of calculation used. 

    ASSESSMENT CRITERION 2 
    2. Wage Agreement is described and an indication is given of how Wage Agreement impacts on the real cost per hour to company. 

    ASSESSMENT CRITERION 3 
    3. The meaning of the terms overhead cost, fixed overhead and variable overhead are explained and an indication is given of how fixed and variable overheads are allocated to contract costs and included in pricing. 

    ASSESSMENT CRITERION 4 
    4. An indication is given of how companies use their overhead structure to make themselves more competitive. 

    ASSESSMENT CRITERION 5 
    5. Cost of overtime is calculated and an indication is given of how overtime impacts on contract costs and the consequences of this for business. 

    SPECIFIC OUTCOME 5 
    Price structural steelwork quotations. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Quantities of materials are measured from drawings and an indication is given of how quantities of materials are measured for steel, bolts and paint. 

    ASSESSMENT CRITERION 2 
    2. Techniques for capturing and calculating data using spreadsheet applications are demonstrated and an indication is given of what data must be captured for calculation purposes. 

    ASSESSMENT CRITERION 3 
    3. Quantities are converted into cost of materials and an indication is given of the calculation functions used. 

    ASSESSMENT CRITERION 4 
    4. Number of hours of labour to manufacture a steel assembly is calculated and an indication is given of how steel detail draughting skills have been applied to the calculation process. 

    ASSESSMENT CRITERION 5 
    5. The AWS D1.1 welding specification is interpreted and an indication is given of why this is specified in South Africa. 

    ASSESSMENT CRITERION 6 
    6. Sections of AWS D1.1 that apply to structural steel welding are interpreted and an indication is given of the impact that these sections have on costs. 

    ASSESSMENT CRITERION 7 
    7. Welding costs are determined and the meaning of the term welding and its application to costing of labour is interpreted. 

    ASSESSMENT CRITERION 8 
    8. Cost of equipment is calculated and added to price. An indication is given of the calculation functions used for converting costs of material, labour and equipment into a rate for inclusion in the pricing schedule. 

    ASSESSMENT CRITERION 9 
    9. Costs for structural steelwork assemblies are determined. 

    SPECIFIC OUTCOME 6 
    Convert cost estimates into quotations. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Enquiry documentation is evaluated and an indication is given of how prevailing market influences were considered during the evaluation. 

    ASSESSMENT CRITERION 2 
    2. Risks associated with quoting against inadequately prepared enquiry documentation are identified and discussed. 

    ASSESSMENT CRITERION 3 
    3. Conditions of contract are analysed and non-performance penalties associated with each condition are evaluated against the capabilities of the company. 

    ASSESSMENT CRITERION 4 
    4. The strengths and weaknesses of the project team are discussed and an indication is given of how the company will recover costs in the event of non-performance of the project team. 

    ASSESSMENT CRITERION 5 
    5. The term claim is interpreted and an indication is given of what constitutes a claim in relation to the contract document under review. 

    ASSESSMENT CRITERION 6 
    6. Errors in enquiry documents and related advantages from the perspective of the company are identified and discussed. An indication is given of the moral implications that need to be considered should the company decide to take advantage of these errors. 

    ASSESSMENT CRITERION 7 
    7. The comment "every risk has a monetary value associated with the risk" is evaluated and discussed. An indication is given of whether monetary value associated with risk can be determined and whether or not it should be included in whole or part in the quotation. 

    ASSESSMENT CRITERION 8 
    8. An offer is drafted and an indication is given of the factors that have been considered in the formulation of the offer and the nature of the benefits that will be derived from the offer for both parties. 

    SPECIFIC OUTCOME 7 
    Present and negotiate quotations. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. The term profit is defined. Spreadsheet functions are used to add the mark-up to calculated costs. An indication is given of how the calculation functions of the spreadsheet application will be utilised to add mark-up to prices in the Pricing Schedule. 

    ASSESSMENT CRITERION 2 
    2. Quotations are prepared in accordance with the information requested in the Letter of Request for Quotation (RFQ.) An indication is given of how parts of the spreadsheet can be utilised to communicate price as an alternative to the Pricing Schedule. 

    ASSESSMENT CRITERION 3 
    3. An index and covering letter are prepared in accordance with the required format. An indication is given of how the Index and covering letter serve as clarification that all requirements of the RFQ have been met. 

    ASSESSMENT CRITERION 4 
    4. Qualifying clauses (clauses that contradict the RFQ) are presented in covering letters in accordance with the required format. 

    ASSESSMENT CRITERION 5 
    5. Standard letters that cover every expected condition that could apply to each quotation are designed and an indication is given of how a word processor can be used to omit clauses which are "not applicable". 

    ASSESSMENT CRITERION 6 
    6. Alternative offers are prepared and an indication is given of how much information should be included in alternative offers and whether the use of this information constitutes fairness on the part of the project team. 

    ASSESSMENT CRITERION 7 
    7. The implications of withholding information when quotations are prepared are discussed and an indication is given of the process that will be followed should a post tender clarification meeting be requested where project team members are asked to complete incomplete offers or explain qualifications. 

    ASSESSMENT CRITERION 8 
    8. The moral implications of a request to reduce all or part of price are discussed and an indication is given of how project teams should respond when faced with this situation. 

    SPECIFIC OUTCOME 8 
    Present quotation information to contract teams. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Quotation information is filed and an indication is given of how the selected file format can be used by all those responsible for running the contract. 

    ASSESSMENT CRITERION 2 
    2. An indication is given of how the information has been stored to ensure that it is readily available for reference purposes should the need arise during the contract. 

    ASSESSMENT CRITERION 3 
    3. Cost build up spreadsheets are converted into contract budgets and an indication is given of how this technique is applied. 

    ASSESSMENT CRITERION 4 
    4. Quotation details are communicated and handed over to contract teams at the launch of contract meetings and an indication is given of how an Agenda can be utilised to ensure all aspects of a contract, with particular reference being made to aspects which are unusual or special to contracts, are discussed. 

    ASSESSMENT CRITERION 5 
    5. Alternative methods and proprietary software for conducting estimates and producing quotations are identified and discussed and an indication is given of how these different methods and software can be used to estimate costs. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • Anyone assessing a learner or moderating the assessment of a learner against this unit standard must be registered as an assessor with the CETA - ETQA.
  • Any institution offering learning that will enable the achievement of this unit standard must be accredited as a provider with the CETA - ETQA.
  • CETA - ETQA or other ETQA`s, who have a Memorandum of Understanding in place with CETA-ETQA, would be responsible for moderation of learner achievements of learners who meet the requirements of this qualification. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • JBCC and FIDIC Suite of Contract Documents
  • Southern African Institute of Steel Construction (SAISC) 2002 standard method of measurement, SABS 0120 H, standard system of measurement of building work issued by The Association of South African Quantity Surveyors
  • Standard system of measurement of building work for the steel construction industry
  • Wage Agreement for The Metal Industries of South Africa
  • Techniques for reading and interpreting structural steelwork drawings
  • Techniques for taking off (measuring) quantities of materials from structural steelwork drawings 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems.

    1. Specific Outcome:
    Present and negotiate quotations.

    Assessment Criteria:

    1.1 Alternative offers are prepared and an indication is given of how much information should be included in alternative offers and whether the use of this information constitutes fairness on the part of the project team.
    1.2 The implications of withholding information when quotations are prepared are discussed and an indication is given of the process that will be followed should a post tender clarification meeting be requested where project team members are asked to complete incomplete offers or explain qualifications.
    1.3 The moral implications of a request to reduce all or part of price are discussed and an indication is given of how project teams should respond when faced with this situation. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others.

    1. Specific Outcome:
    Present and negotiate quotations.

    Assessment Criteria:

    1.1 Alternative offers are prepared and an indication is given of how much information should be included in alternative offers and whether the use of this information constitutes fairness on the part of the project team.
    1.2 The implications of withholding information when quotations are prepared are discussed and an indication is given of the process that will be followed should a post tender clarification meeting be requested where project team members are asked to complete incomplete offers or explain qualifications.
    1.3 The moral implications of a request to reduce all or part of price are discussed and an indication is given of how project teams should respond when faced with this situation. 

    UNIT STANDARD CCFO ORGANISING 
    Employ self management.

    1. Specific Outcome:
    Present quotation information to contract teams.

    1.1 Quotation information is filed and an indication is given of how the selected file format can be used by all those responsible for running the contract.
    1.2 An indication is given of how the information has been stored to ensure that it is readily available for reference purposes should the need arise during the contract. 

    UNIT STANDARD CCFO COLLECTING 
    Manage Information.

    1. Specific Outcome:
    Evaluate the meaning of contract in the steel construction industry and the use of contract documentation.

    Assessment Criteria:

    1.1 The meaning and intended purpose of contract in the broad sense is defined.
    1.2 The meaning and intended purpose of contract in relation to the building industry is defined and an indication is given of why standardised contracts are used.
    1.3 The elements that make up a standardized building contract are identified and the meaning of different Clauses interpreted.
    1.4 Clauses contained in standard building contracts that are for reference only and those which have a cost implication that should be allowed for when preparing a quotation or tender are identified.
    1.5 The impact of contract specific changes to clauses in standard building contracts is discussed
    1.6 The options that are available to companies when clauses contained in contracts are found to be unacceptable are discussed i.e. qualification and clarification of quotations.
    1.7 The meaning of "method of measurement" and "schedule of quantities" is interpreted and the use of these methods when preparing quotations and obtaining prices for building work is discussed.
    1.8 Different types of enquiry documents are identified and the steel construction industry`s interpretation of "quality" enquiry documentation is described.

    2. Specific Outcome:
    Prepare and evaluate the impact of preliminary estimates on validity of quotations and alternative offers.

    Assessment Criteria:

    2.1 The meaning and intended purpose of contract in the broad sense is defined
    2.2 The meaning and intended purpose of contract in relation to the building industry is defined and an indication is given of why standardised contracts are used.
    2.3 The elements that make up a standardized building contract are identified and the meaning of different Clauses interpreted.
    2.4 Clauses contained in standard building contracts that are for reference only and those which have a cost implication that should be allowed for when preparing a quotation or tender are identified.
    2.5 The impact of contract specific changes to clauses in standard building contracts is discussed.
    2.6 The options that are available to companies when clauses contained in contracts are found to be unacceptable are discussed i.e. qualification and clarification of quotations.
    2.7 The meaning of "method of measurement" and "schedule of quantities" is interpreted and the use of these methods when preparing quotations and obtaining prices for building work is discussed.
    2.8 Different types of enquiry documents are identified and the steel construction industry`s interpretation of "quality" enquiry documentation is described.

    3. Specific Outcome:
    Prepare preliminary and general schedules.

    Assessment Criteria:

    3.1 Preliminary and General items are described and an indication is given of which items have monetary values attached to them.
    3.2 The practice of allowing for costs associated with non-standard clauses when pricing Preliminary and General items is described and an indication is given of the cost implications for business when this practice is not followed.

    4. Specific Criteria:
    Calculate cost of contract.

    Assessment Criteria:

    4.1 Wage Agreement is described and an indication is given of how Wage Agreement impacts on the real cost per hour to company.
    4.2 The meaning of the terms overhead cost, fixed overhead and variable overhead are explained and an indication is given of how fixed and variable overheads are allocated to contract costs and included in pricing.
    4.3 An indication is given of how companies use their overhead structure to make themselves more competitive.

    5. Specific Criteria:
    Price structural steelwork quotations.

    Assessment Criteria:

    5.1 The AWS D1.1 welding specification is interpreted and an indication is given of why this is specified in South Africa.
    5.2 Sections of AWS D1.1 that apply to structural steel welding are interpreted and an indication is given of the impact that these sections have on costs.

    6. Specific Criteria:
    Convert cost estimates into quotations.

    Assessment Criteria:

    6.1 The term claim is interpreted and an indication is given of what constitutes a claim in relation to the contract document under review.

    7. Specific Criteria:
    Present and negotiate quotations.

    Assessment Criteria:

    7.2 Alternative offers are prepared and an indication is given of how much information should be included in alternative offers and whether the use of this information constitutes fairness on the part of the project team.
    7.3 The implications of withholding information when quotations are prepared are discussed and an indication is given of the process that will be followed should a post tender clarification meeting be requested where project team members are asked to complete incomplete offers or explain qualifications.

    8. Specific Criteria:
    Present quotation information to contract teams.

    Assessment Criteria:

    8.1 Quotation information is filed and an indication is given of how the selected file format can be used by all those responsible for running the contract.
    8.2 An indication is given of how the information has been stored to ensure that it is readily available for reference purposes should the need arise during the contract. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate Effectively.

    1. Specific Outcome:
    Present and negotiate quotations.

    Assessment Criteria:

    1.1 Quotations are prepared in accordance with the information requested in the Letter of Request for Quotation (RFQ.) An indication is given of how parts of the spreadsheet can be utilised to communicate price as an alternative to the Pricing Schedule.
    1.2 An index and covering letter are prepared in accordance with the required format. An indication is given of how the Index and covering letter serve as clarification that all requirements of the RFQ have been met.
    1.3 Qualifying clauses (clauses that contradict the RFQ) are presented in covering letters in accordance with the required format.
    1.4 Standard letters that cover every expected condition that could apply to each quotation are designed and an indication is given of how a word processor can be used to omit clauses which are "not applicable".
    1.5 Alternative offers are prepared and an indication is given of how much information should be included in alternative offers and whether the use of this information constitutes fairness on the part of the project team.
    1.6 The implications of withholding information when quotations are prepared are discussed and an indication is given of the process that will be followed should a post tender clarification meeting be requested where project team members are asked to complete incomplete offers or explain qualifications.

    2. Specific Outcome:
    Present quotation information to contract teams.

    Assessment Criteria:

    2.1 Quotation details are communicated and handed over to contract teams at the launch of contract meetings and an indication is given of how an Agenda can be utilised to ensure all aspects of a contract, with particular reference being made to aspects which are unusual or special to contracts, are discussed. 

    UNIT STANDARD CCFO SCIENCE 
    Demonstrate scientific and technological competence.

    1. Specific Outcome:
    Prepare and evaluate the impact of preliminary estimates on validity of quotations and alternative offers.

    Assessment Criteria:

    1.1 Preliminary programs for contracts are drawn up and an indication is given of why this is done.
    1.2 Quotations are prepared in response to enquiries from specialist companies or suppliers.

    2. Specific Outcome:
    Prepare preliminary and general schedules.

    Assessment Criteria:

    2.1 Preliminary and general items are priced and an indication is given of how preliminary programs are utilised during the pricing process.
    2.2 Preliminary and General Schedules are prepared and an indication is given of how these schedules are prepared when enquiry documentation is not supplied.

    3. Specific Outcome:
    Calculate cost of contract.

    Assessment Criteria:

    3.1 Hourly costs per employee are calculated from individual rates of pay and an indication is given of the method of calculation used.
    3.2 Cost of overtime is calculated and an indication is given of how overtime impacts on contract costs and the consequences of this for business.

    4. Specific Outcome:
    Price structural steelwork quotations.

    4.1 Quantities of materials are measured from drawings and an indication is given of how quantities of materials are measured for steel, bolts and paint.
    4.2 Techniques for capturing and calculating data using spreadsheet applications are demonstrated and an indication is given of what data must be captured for calculation purposes.
    4.3 Quantities are converted into cost of materials and an indication is given of the calculation functions used.
    4.4 Number of hours of labour to manufacture a steel assembly is calculated and an indication is given of how steel detail draughting skills have been applied to the calculation process.
    4.5 Welding costs are determined and the meaning of the term welding and its application to costing of labour is interpreted.
    4.6 Cost of equipment is calculated and added to price. An indication is given of the calculation functions used for converting costs of material, labour and equipment into a rate for inclusion in the pricing schedule.
    4.7 Costs for structural steelwork assemblies are determined.

    5. Specific Outcome:
    Convert cost estimates into quotations.

    Assessment Criteria:
    Convert cost estimates into quotations.

    5.1 An offer is drafted and an indication is given of the factors that have been considered in the formulation of the offer and the nature of the benefits that will be derived from the offer for both parties.

    6. Specific Outcome:
    Present and negotiate quotations.

    6.1 The term profit is defined. Spreadsheet functions are used to add the mark-up to calculated costs. An indication is given of how the calculation functions of the spreadsheet application will be utilised to add mark-up to prices in the Pricing Schedule.
    6.2 Quotations are prepared in accordance with the information requested in the Letter of Request for Quotation (RFQ.) An indication is given of how parts of the spreadsheet can be utilised to communicate price as an alternative to the Pricing Schedule.
    6.3 An index and covering letter are prepared in accordance with the required format. An indication is given of how the Index and covering letter serve as clarification that all requirements of the RFQ have been met.
    6.4 Qualifying clauses (clauses that contradict the RFQ) are presented in covering letters in accordance with the required format.
    6.5 Standard letters that cover every expected condition that could apply to each quotation are designed and an indication is given of how a word processor can be used to omit clauses which are "not applicable".

    7. Specific Outcome:
    Present quotation information to contract teams.

    7.1 Cost build up spreadsheets are converted into contract budgets and an indication is given of how this technique is applied. 

    UNIT STANDARD CCFO CONTRIBUTING 
    Understand contextual world-systems.

    1. Specific Outcome:
    Convert cost estimates into quotations.

    Assessment Criteria:

    1.1 Enquiry documentation is evaluated and an indication is given of how prevailing market influences were considered during the evaluation.
    1.2 Risks associated with quoting against inadequately prepared enquiry documentation are identified and discussed.
    1.3 Conditions of contract are analysed and non-performance penalties associated with each condition are evaluated against the capabilities of the company.
    1.4 The strengths and weaknesses of the project team are discussed and an indication is given of how the company will recover costs in the event of non-performance of the project team.

    2. Specific Outcome:
    Present and negotiate quotations.

    Assessment Criteria:

    2.1 The term profit is defined. Spreadsheet functions are used to add the mark-up to calculated costs. An indication is given of how the calculation functions of the spreadsheet application will be utilised to add mark-up to prices in the Pricing Schedule.
    2.2 The moral implications of a request to reduce all or part of price are discussed and an indication is given of how project teams should respond when faced with this situation.

    3. Specific Outcome:
    Present quotation information to contract teams.

    Assessment Criteria:

    3.1 Alternative methods and proprietary software for conducting estimates and producing quotations are identified and discussed and an indication is given of how these different methods and software can be used to estimate costs. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    Credits

    Total hours required by the learner to achieve the required outcomes:
    Activity hours

    Classroom Learning 60
    On-The-Job Learning 100
    Self-Directed Learning 30
    Coaching Required 20
    Other

    TOTAL 210 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  48636   National Diploma: Structural Steelwork Detailing  Level 5  NQF Level 05  Reregistered  2023-06-30  CETA 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    1. Academic Institute of Excellence 
    2. AFRICAN ACAD.FOR COM.ASSIS.ENGINEERING 
    3. African Academey for the Built Environment NPC 
    4. centurion akademie 
    5. SAISC/DSE School of Draughting 



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