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    TENDER ESTIMATION

    ADVANCED CONSTRUCTION TRAINING ACADAMYBTEC HND IN QUANTITY SURVEYING

    ASSIGNMENT FEEDBACK/TEMPLATE SHEET

    Learners Name

    ACTA Registration Number Edexcel Registration Number

    Email Mobile

    Information of Unit Assessed

    Title Code

    Learning Outcomes Assessor

    Learner Declaration

    I certify that the work submitted for this assignment is my own and research sources fully acknowledged.

    Learner signature: Date:

    Issuing Date Submission Date

    Review Dates

    Assessor Comments

    Assessor Signature

    Assessors Feedback/Comments

    GRADE

    Assessor Date

    Internal Verifier Date

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    Introduction

    Two assessment methods will be used for this assignment

    1. An Individual written Report

    Students are required to submit a report for Tasks 1, 2.1,2.2, 3.1,4, 5.1 and 5.2

    2. An Individual Class Room Activity

    Tasks 2.2, 3.2& 5.3 are carried out in the class room under the supervision of the Assessor

    within the specified time duration.

    Assignment Scenario

    Suppose you are working as an estimator of a contracting company,and you have received a set of

    tender documents for tendering to a proposed multi story auditorium building and you are given

    only 45 days to submit your bid. Some of the project particulars are as follows.

    Client:- Urban Development Authority

    Funding Agency: World Bank

    Location: Nugegoda

    Contract period:- 12 months

    Condition of contract:- FIDIC

    Type of Contract:- Fluctuating price contract

    Interim payments: Monthly

    It was a busy time for your tender department when you review the tender document because you

    are already in the process of pricing few other projects with limited resources and the labour force

    of the construction department of your company also limited. Resources in the mechanical

    department are inadequate and many of the plants items are hired. However the management of

    the company is more interesting to win this contract therefore you have decided to price the BOQ

    Followings are some of your findings during the site visit

    Proposed site is located in an urban area but isolated, surrounded by a lake and it is a

    marshy land Access road is adequate but there is no existing bridge over the lake.

    Land is a bare land and no any existing buildings.

    Surround area is highly commercial area no any permanent residence

    Task 1 Demonstrate knowledge and understanding of the principles of Tender Pricing

    1.1 State and describe the steps of tender pricing process that will be useful to above project.(P1)

    1.2 Analysethe management decision to tender how this will effect to prices and how do you solve

    the above mentioned problems(M2)

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    TENDER ESTIMATION

    1.3 List the factors to be considered in pricing a tender and highlight the factors which effect the

    above tender.(P2)

    1.4 Evaluate critically in term of pricing and decide, the importance or value of findings of site visit

    mentioned above. include precise and detailed information and assess possible alternatives,

    bearing in mind their strengths and weaknesses if they were applied instead.( D1)

    1.5 List the sources and nature of information for cost estimating (P3)

    1.6 Designa reasonable tender time table for above project(M1)

    Task 2 Prepare standard rates for labour, construction plant and materials

    It is also estimators responsibility to establish all-in rates for labour, material and plants which

    can be used during the pricing process.

    2.1 List the factors to be considered when calculate all in rates for labour, plants andmaterial(P4)

    2.2 Analyse the factors listed in 3.1 and explain how each one contributes to the topic(labour

    cost, material cost and plant cost)(M2)

    2.3 Establish all-in rates for labour (skilled labour), material (cement, ready mixed concrete,

    structural timber) and plants (dumper). (P5, M1)

    Task 2.3 will be completed as a classroom activity with the information to be

    provided. The students are allowed to refer only the lecture notes issued by the

    assessor and any relevant printed text books and not allowed to share any materials

    during the activity period

    Task 3 Build up unit rates for trade work itemsAssume that you have decided to calculate new unit rates for major work items as a part of pricing.

    The following work items were selected to calculate the unit rates

    Item Description Qty Unit Rate Amount

    2.E.1 GR 20 (20) reinforced concrete in

    columns 220 m

    2.F. 2 150mm thick concrete block wall in

    cement mortar 1:6 250 m

    2.F.5 25mm thick plywood Formwork to

    sides and soffit of beam 300x225

    sectional area

    465 m

    2.F.6 12mm diameter mild steel bar

    reinforcement in beam

    1.10 t

    2.M.2 600x600mm floor tiles with 12mm

    joints, filled with matching colourtile grout, including 20mm thick,

    338 m

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    TENDER ESTIMATION

    1:5 cement mortar bedding

    2.M.6 Prepare, 1 coat sealer, 2 coats

    emulsion paint on plastered walls

    1120 m

    3.1 State the factors which effect the unit rates of each work item .(P6)

    3.2 Analyse the unit rate for above work items.(P7, M1,M2,M3,D3)

    Task 3.2 will be completed as a classroom activity with the information to be

    provided.The students are allowed to refer only the lecture notes issued by the

    assessor and any relevant printed text books and not allowed to share any materials

    during the activity period

    Task 4 Demonstrate ability to costing of preliminaries / overhead cost of the

    Contractor

    The items found in the preliminaries section of a bill of quantities are usually the most difficult and

    arbitrary of all to price. The nature and the conditions of contact of every job are different and the

    items encountered in the Preliminaries are therefore necessarily unique toeach particular project,and

    whilst records from previously priced jobs will be useful and will assist in some measure in

    estimating the cost of the current set of preliminaries.

    4.1 Explain preliminaries and overhead costs in a Bill of quantities(P8)

    4.2 Demonstratethemethods that can be used to calculate cost of preliminaries. Relevant

    examples should identify from site visit detail given above(M2,M3)

    4.3 Calculate the cost of above preliminary examples identified by you, with your own

    assumptions (Assumptions must indicate clearly) (P9)

    Task 5 Describe the procedure followed in preparation of a quotation

    5.1 Design twosample Inquiry letters to subcontractor and supplier in order to collect theirquotations. (P10)

    5.2 Describe the different form of discounts offered in the construction industry and explain how

    you in corporate them in pricing (P11)

    You have called for quotations from three different suppliersin order to purchase 150000 bricks

    and suggested likely delivery programme as follows

    50000 bricks to be delivered to site by 2nd May

    Another 50000 to be delivered by 15th June

    Another 50000 to be delivered by 15th July and total 150000 bricks.

    Information abstracted from three quotations are as follows:

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    TENDER ESTIMATION

    Sub contractor 1 Sub contractor 1 Sub contractor 1

    150000 will be

    delivered as

    scheduled prime cost of a brick

    Rs. 16.00 including

    loading cost

    Transportation cost

    Within 5Km free and

    Rs. 500/ per 1000

    bricks per additional

    Km, (Distance to the

    site 12Km)

    Unloading cost Rs.

    500/ per 1000 bks

    cash discount: 2.5%

    on prime cost, if the

    bills are paid within

    7days

    Trade Discount 2.5%

    on prime cost, for

    every 50000

    purchased

    Only 100000 bks can

    be delivered as

    scheduled prime cost of a brick

    Rs. 16.00 including

    loading and

    unloading cost

    Transportation

    costRs. 500/ per

    1000 bricks per Km,

    (Distance to the site

    20Km)

    cash discount: 2.5%

    on prime cost, if the

    bills are paid within

    14days

    Trade Discount not

    applicable

    150000 will be

    delivered as

    scheduled prime cost of a brick

    Rs. 15.00 including

    loading and

    unloading cost

    Transportation cost

    Within 5Km free and

    Rs. 600/ per 1000

    bricks per additional

    Km, (Distance to the

    site 10Km)

    cash discount: 2.5%

    on prime cost, if the

    bills are paid within

    14 days

    Trade Discount 5%

    on prime cost, for

    every 50000

    purchased

    5.3 Evaluate and review the above information and select the most successful supplier/s and

    prepare a letter to inform that their quotation/s are accepted and inform the likely delivery

    programme.(D1,D3)

    Task 5.3 will be completed as a classroom activity with the information to be

    provided.The students are allowed to refer only the lecture notes issued by the assessor

    and any relevant printed text books and not allowed to share any materials during the

    activity period

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    TENDER ESTIMATION

    Note:Answers should be concise, directly addressing the question and should be limited to amaximum of 20 pages for all the tasks excluding 2.2 , 3.2& 5.3

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    TENDER ESTIMATION

    7

    CriteriaIndicative characteristics/ Possible

    EvidenceTask No

    Evidence/

    Reference

    (to be fi ll ed by

    the student)

    Achieved

    (Yes/ No)

    Assessors

    Comments

    PASS CRITERIA

    LC-1:Demonstrate knowledge and understanding of the principles of Tender Pricing

    P1 Describe the tender pricing process

    Explain tender pricing process from decision

    to tender to compiling the tender for

    submission.

    Task 1.1

    P2Identify the factors that need to be

    considered in pricing

    Factors to be considered in pricing a tender is

    identified.

    Task 1.3

    P3Identify the sources and nature of

    information for cost estimatingA reasonable list of sources identified

    Task 1.5

    LC-2: Prepare standard rates for labour, construction plant and materials

    P4 Identify the factors affecting labour,

    material and plant rates

    Recognise the factors affecting labour,

    material and plant cost. Consider the

    prevailing market prices

    Task 2.1

    P5Compute all in labour rates, all in material

    rates and all in plant rates

    Analysis of all in labour rate, all in material

    rate and all in plant rate. Consider the

    Holidays, Incentives, and other related cost

    effective items

    Task 2.3

    LC-3 Build up unit rates for trade work items

    P6Identify the factors that need to be considere

    building up unit rates

    Factors affectingnorms, basic prices and

    methods for building up rates

    Task 3.1

    P7

    Develop unit rates that reflect the current

    local market prices for the measured

    work items in a BOQ

    Build up unit rates for items in the measured

    works sections of the bills of quantities.

    Identify the method of construction and build

    up rates accordingly

    Task 3.2

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    LC-4:Demonstrate ability to costing of preliminaries / overhead cost of the contractor

    P8Discuss preliminary / overhead costs in a

    bill ofQuantities

    Recognize preliminaries items and analyse the

    items of head office overheads

    Task 4.1

    P9 Calculate the cost of site facilities to be

    provided bythe contractor

    Identify the factors to be considered in pricing

    preliminaries, and build up prices of the same.

    Task 4.3

    LC-5 Describe the procedure followed in preparation of a quotation .i.e. how to decide costs, charges, discounts etc

    P10Prepare letters of enquiries for supply of

    materials and subcontract services

    Solution to show the information to be

    provided in the letters of enquiries and

    identify the terms and conditions stated in the

    Quotations received for supply of materials

    and subcontract services

    Task 5.1

    P11

    Discuss different forms of discounts given

    on orders

    Transferring of suppliers quotations to a

    tender.

    Task 5.2

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    TENDER ESTIMATION

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    CriteriaIndicative characteristics/ Possible

    EvidenceTask No

    Evidence/

    Reference(to be fill ed by the

    student)

    Achieved (Yes/

    No)Assessors

    Comments

    MERIT CRITERIA

    M1Identify and apply

    strategies to find

    appropriate solutions

    Effective judgments have been made

    An effective approach to study and

    research has been applied (effective

    use of examples)

    1.6

    2.3

    3.2

    M2

    Select / design and apply

    appropriate methods /

    techniques

    The design of methods and

    techniques has been justified

    A range of sources of information has

    been used (use appropriate prices

    from range of prices)

    The selection of methods and

    techniques / sources has been

    justified

    1.2

    2.2

    3.2

    4.2

    M3

    Present and communicate

    appropriate findings

    The appropriate structure and

    approach has been used

    Coherent, logical development of

    principles / concepts for the intended

    audience

    A range of methods of presentation

    have been used and technical

    language has been accurately used

    3.2

    4.2

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    TENDER ESTIMATION

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    CriteriaIndicative characteristics/ Possible

    EvidenceTask No

    Evidence/

    Reference(to be fill ed by the

    student)

    Achieved (Yes/

    No)Assessors

    Comments

    DISTINCTION CRITERIA

    D1

    Use critical reflection to

    evaluate own work and

    justify valid conclusions

    Conclusions have been arrived at

    through synthesis of ideas and have

    been justified

    The validity of results has been

    evaluated using defined criteria

    Self-criticism of approach has taken

    place

    Realistic improvements have been

    proposed against defined

    characteristics for success

    1.4

    5.3

    D2

    Take responsibility for

    managing and organizing

    activities

    Autonomy/ independence has been

    demonstratedSubstantial activities, projects or

    investigations have been planned,

    managed and organized submitting

    on time,

    The importance of independence has

    been recognized and achieved

    All tasks

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    D3

    Demonstrate convergent /

    lateral / creative thinking

    Problems have been solved

    Innovation and creative thought have

    been applied

    Effective thinking has taken place in

    unfamiliar context

    3.2

    5.3

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