Details of customer requirements are obtained through discussion with customer or from information supplied.

1

Gather information.

1.1

Details of customer requirements are obtained through discussion with customer or from information supplied.

1.2

Plans and specifications are accessed and site is inspected.

1.3

Details of products and services to be provided are sourced.

1.4

Delivery point and methods of transportation are determined where necessary.

1.5

Details are recorded according to workplace procedures.

2

Estimate materials, labour and time.

2.1

Work, including preparatory tasks, is planned and sequenced.

2.2

Types and quantities of materials required for product work are estimated .

2.3

Labour requirements to perform work are estimated.

2.4

Time requirements to perform work are estimated.

2.5

Sustainability principles and concepts  are observed when preparing for and undertaking work process.

3

Calculate costs.

3.1

Total materials, labour and overhead costs are calculated according to workplace procedures using appropriate equipment .

3.2

Total work cost is calculated, including overheads and mark-up percentages.

3.3

Final cost for work is calculated.

4

Document and verify details.

4.1

Details of costs and charges are documented according to workplace procedures.

4.2

Costs, calculations and other details are verified according to workplace procedures.

4.3

Customer quotation and tender are prepared.

4.4

Details are documented for future reference according to workplace procedures and using relevant information .