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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE: 

Explain and provide assistance for project estimating service functions 
SAQA US ID UNIT STANDARD TITLE
123463  Explain and provide assistance for project estimating service functions 
ORIGINATOR
SGB Project Management 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Project Management 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular-Fundamental  Level 3  NQF Level 03  8 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "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 
The person credited with this unit standard is able to provide the type of assistance required for estimating on projects. They will also be able to identify the data required, to gather and collate this data and provide the required information in the correct format so that the project estimate can be developed.

The qualifying learner is capable of:
  • Explaining the basic procedures for project estimating.
  • Assisting with the gathering and collating of data required for estimating.
  • Participating in the preparation of the basis of estimate document.
  • Contributing to the development and maintenance of a historical estimating databank. 
    		•

    LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    Learners accessing this unit standard will have demonstrated competence in:
  • Communication and Mathematical Literacy at NQF Level 2 or equivalent.
  • Computer Literacy at NQF Level 2 or equivalent.
  • Unit Standard: Understand the project and project support services environment. 
    		•

    UNIT STANDARD RANGE 
  • Where applicable, specific range statements are provided in the body of the Unit Standard where they apply to a specific outcome or assessment criteria.
  • Projects will include all types of projects including but not limited to: technical, developmental and business related projects. 
    		•

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Explain the basic procedures for estimating. 
    OUTCOME RANGE 
    Components of an estimate may include, but not be limited to direct cost, indirect cost, home office costs, other costs, allowances, contingency, exclusions and assumptions. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The types of estimate are described according to organisational definitions. 
    ASSESSMENT CRITERION RANGE 
    Types of estimate may also be referred to as classes, levels or standards of estimate.
     

    ASSESSMENT CRITERION 2 
    The uses of each type of estimate are explained according to organisational policy. 

    ASSESSMENT CRITERION 3 
    The expected accuracy of each type of estimate is stated and explained according to organisational practices. 

    ASSESSMENT CRITERION 4 
    The structure and components of an estimate are explained in terms of organisation policy. 

    SPECIFIC OUTCOME 2 
    Gather and collate data required for estimating. 
    OUTCOME RANGE 
    The types and sources of data required will be governed by the type and level of accuracy required for the estimate. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The client is received and consulted with in a professional and polite manner. 

    ASSESSMENT CRITERION 2 
    The types of data required for the preparation of an estimate are identified and recorded in terms of organisational policy. 

    ASSESSMENT CRITERION 3 
    The sources of estimating data are identified and recorded in terms of organisational policy. 

    ASSESSMENT CRITERION 4 
    The required estimating data is gathered after authorisation from the sources identified, within the required timeframes. 

    ASSESSMENT CRITERION 5 
    Estimating data is recorded in the required format and timeframe. 

    ASSESSMENT CRITERION 6 
    All assumptions and exclusions relating to the estimating data are recorded in accordance with project or organisational policy. 

    ASSESSMENT CRITERION 7 
    Missing estimating data is identified in a list and remedial action taken after authorisation as required by project or organisational procedures. 

    SPECIFIC OUTCOME 3 
    Take part in the preparation of the Basis of Estimate document. 
    OUTCOME RANGE 
    A Basis of Estimate document is intended to explain the methodology used to prepare the estimate, its accuracy and intended purpose, as well as all assumptions, exclusions, and qualifiers which were made in the process of calculating the estimate. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The purpose and uses of the Basis of Estimate document are identified in terms of the project. 

    ASSESSMENT CRITERION 2 
    The required format and content of the Basis of Estimate document are described with examples in terms of organisational policy. 

    ASSESSMENT CRITERION 3 
    The required input to the Basis of Estimate is prepared and submitted in accordance with project and organisational policy, and within the required timeframes. 
    ASSESSMENT CRITERION RANGE 
    Data required for the Basis of Estimate will include but will not be limited to assumptions, exclusions and qualifiers.
     

    SPECIFIC OUTCOME 4 
    Contribute to the development and maintenance of a historical estimating databank. 
    OUTCOME RANGE 
    A databank is any collection of relevant data which may be in any form including electronic database, hard copies, etc. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The relevance and purpose of developing and maintaining a historical databank is explained with examples in the context of the organisation. 

    ASSESSMENT CRITERION 2 
    The uses and application of the historical databank are described within the context of the project or organisation. 

    ASSESSMENT CRITERION 3 
    The types of data required in the databank are identified in terms of organisational policy. 

    ASSESSMENT CRITERION 4 
    Estimating data is collated, indexed and stored in the databank in accordance with organisational policy, and within the required timeframes. 

    ASSESSMENT CRITERION 5 
    The information being prepared for storage in the databank is checked for completeness and compliance according to organisational policy. 

    ASSESSMENT CRITERION 6 
    Remedial action is taken as directed in accordance with organisational procedures. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • An individual wishing to be assessed (including through RPL) against this unit standard may apply to an assessment agency, assessor or provider institution accredited by the relevant ETQA.
  • Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this unit standard or assessing this unit standard must be accredited as a provider with the relevant ETQA.
  • Moderation of assessment will be conducted by the relevant ETQA at its discretion. 
    		•

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Methods and technologies for project estimating.
  • Basic communication principles.
  • Basic understanding of the project work flow.
  • Basic knowledge of the nature of the business and project.
  • The application of commonly used information gathering techniques for obtaining estimating data.
  • Organisational and project policies, systems and procedures for working on project estimation. 
    		•

    UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems relating to the quality, quantity and completeness of assistance for the provision of project support services. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others in order to provide the relevant data for estimating purposes. 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one's activities so that all required data estimating is at hand as and when required. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information pertaining to the estimating functions of a project in order to provide assistance. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively with all project team members to identify and obtain the required data in order to provide the necessary level of support for project estimating. 

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology to store and present data for project estimating. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems where having and supplying the correct estimating data leads to a more successful project outcome. 

    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 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  50398   National Certificate: Project Support Service  Level 3  NQF Level 03  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  SERVICES 


    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.
     
    NONE 


    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.