TENDER ESTIMATION

ADVANCED CONSTRUCTION TRAINING ACADAMY BTEC HND IN QUANTITY SURVEYING ASSIGNMENT FEEDBACK/TEMPLATE SHEET

Learners Name ACTA Registration Number Email Title Learning Outcomes Learner Declaration
I certify that the work submitted for this assignment is my own and research sources fully acknowledged.

Edexcel Registration Number Mobile Information of Unit Assessed Code Assessor

Learner signature: Issuing Date Review Dates Assessor Comments

Date: Submission Date

Assessor Signature Assessors Feedback/Comments

GRADE

Assessor Internal Verifier

Date 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 Task 1 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

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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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 and material(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 items Assume 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 2.E.1 2.F. 2 2.F.5

2.F.6 2.M.2

Description Qty GR 20 (20) reinforced concrete in columns 220 150mm thick concrete block wall in cement mortar 1:6 250 25mm thick plywood Formwork to sides and soffit of beam 300x225 465 sectional area 12mm diameter mild steel bar 1.10 reinforcement in beam 600x600mm floor tiles with 12mm 338 joints, filled with matching colour tile grout, including 20mm thick,

Unit m m m t m

Rate

Amount

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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 4.2 Explain preliminaries and overhead costs in a Bill of quantities(P8) 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 indicate clearly) (P9)

assumptions (Assumptions must

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 their quotations. (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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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

Sub contractor 1 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

Sub contractor 1 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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Note: Answers should be concise, directly addressing the question and should be limited to a maximum of 20 pages for all the tasks excluding 2.2 , 3.2& 5.3

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Criteria

Indicative characteristics/ Possible Evidence

Task No

Evidence/ Reference (to be filled by the student)

Achieved (Yes/ No)

Assessors Comments

PASS CRITERIA LC-1:Demonstrate knowledge and understanding of the principles of Tender Pricing
Explain tender pricing process from decision P1 Describe the tender pricing process to tender to compiling the tender for submission. P2 P3 Identify the factors that need to be considered in pricing Identify the sources and nature of information for cost estimating Factors to be considered in pricing a tender is identified. A reasonable list of sources identified Task 1.5 Task 1.3 Task 1.1

LC-2: Prepare standard rates for labour, construction plant and materials
Recognise the factors affecting labour, P4 Identify the factors affecting labour, material and plant rates Compute all in labour rates, all in material rates and all in plant rates material and plant cost. Consider the prevailing market prices 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 Task 2.1

P5

LC-3 Build up unit rates for trade work items

P6 Factors affectingnorms, basic prices and Identify the factors that need to be considered in methods for building up rates building up unit rates Build up unit rates for items in the measured P7 Develop unit rates that reflect the current local market prices for the measured work items in a BOQ works sections of the bills of quantities. Identify the method of construction and build up rates accordingly Task 3.1

Task 3.2

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

P8 Discuss 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
Solution to show the information to be Prepare letters of enquiries for supply of materials and subcontract services provided in the letters of enquiries and identify the terms and conditions stated in the Quotations received for supply of materials and subcontract services Discuss different forms of discounts given P11 on orders Transferring of suppliers quotations to a tender. Task 5.2 Task 5.1

P10

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Criteria
MERIT CRITERIA

Indicative characteristics/ Possible Evidence

Task No

Evidence/ Reference (to be filled by the student)

Achieved (Yes/ No)

Assessors Comments

Effective judgments have been made M1 Identify and apply strategies to find appropriate solutions An effective approach to study and research has been applied (effective use of examples) The design of methods and Select / design and apply appropriate methods / M2 techniques 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 The appropriate structure and approach has been used Present and communicate M3 appropriate findings 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

1.6 2.3 3.2

1.2 2.2 3.2 4.2

3.2 4.2

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Criteria
DISTINCTION CRITERIA

Indicative characteristics/ Possible Evidence

Task No

Evidence/ Reference (to be filled by the student)

Achieved (Yes/ No)

Assessors Comments

Conclusions have been arrived at Use critical reflection to evaluate own work and justify valid conclusions D1 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 Autonomy/ independence has been Take responsibility for managing and organizing D2 activities demonstrated Substantial activities, projects or investigations have been planned, managed and organized submitting on time, The importance of independence has been recognized and achieved All tasks 1.4 5.3

10

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Demonstrate convergent / lateral / creative thinking D3

Problems have been solved Innovation and creative thought have been applied Effective thinking has taken place in unfamiliar context

3.2 5.3

11

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12