NZQA registered unit standard 25871 draft version 2 Page 1 of 4 Title Carry out infrastructure works contract estimating, tendering, and related procedures Level 5 Purpose Credits 15 A project team member usually undertakes the tasks within this unit standard under supervision and with the approval of the project manager. People credited with this unit standard are able to: recommend a bid/no bid decision for an infrastructure works contract; perform estimating for an infrastructure works contract; prepare tender documentation and submit a tender for an infrastructure works contract; and complete the requirements for a preferred infrastructure works contract tender. Classification Infrastructure Works > Infrastructure Works Management Available grade Achieved Explanatory notes 1 All work undertaken for this unit standard is to be done in accordance with company requirements. 2 The trainee will have autonomy to undertake the requirements of the unit standard. but the trainee’s work will be reviewed by their manager who will check the validity of the tender. 3 Definitions Company requirements include the policy, procedures, and methodologies of the company. They include legislative and regulatory requirements applicable to the company or a specific site. Requirements are documented in the company’s health and safety plans, traffic management plans, contract work programmes, quality assurance programmes, policies, and procedural documents. With approval refers to carrying out actions, having received approval from the trainee's manager or delegated authority to proceed, in accordance with company requirements. Outcomes and evidence requirements Outcome 1 Recommend a bid/no bid decision for an infrastructure works contract. Infrastructure ITO SSB Code 101813 New Zealand Qualifications Authority 2016 NZQA registered unit standard 25871 draft version 2 Page 2 of 4 Evidence requirements 1.1 Bid/no bid recommendation is made on the basis of strategic fit, risk analysis, margin opportunity, competition, and resource availability. Outcome 2 Perform estimating for an infrastructure works contract. Evidence requirements 2.1 Quantities of required materials are calculated. Range 2.2 Rates for labour, plant, materials, and subcontractor work are calculated. Range 2.3 may include but are not limited to documents – drawings, specifications, schedule of quantities; site visits – discussion with designers, site conditions, underground services, obstructions, ground conditions, labour availability, security, site access, topography, facilities, demolition, dumping, temporary works, environmental; methods statements – labour, plant, materials, techniques, sequences, timescale, planning, weather, site conditions, constraints, material supplies. Preliminary and general cost components are estimated. Range 2.5 may include but are not limited to labour – work time, holidays, weather, sick leave, overtime, allowances, utilisation, risk, employment costs; plant – internal rates, external rates, scope, consumables, operator costs; materials – fixed unit costs, testing costs, delivery discounts, payment terms, duty, royalty, tax, wastage; subcontractor work – performance allowance, timescale, firm prices, payment terms, special conditions, duties, taxes, risk. The project costs are estimated in accordance with documents, site visits, and method statements. Range 2.4 calculations include – volume, area, wastage, surpluses. may include but are not limited to – site staff, cleaning and clearing, site transport, false work, accommodation, small plant, temporary services, welfare, first aid, safety, final clearance, handover, defects, liability, staff transport, abnormal overtime, risk. Total cost is estimated in terms of overhead costs, profit, and risk factors. Infrastructure ITO SSB Code 101813 New Zealand Qualifications Authority 2016 NZQA registered unit standard 2.6 25871 draft version 2 Page 3 of 4 An estimator’s report is completed. Range report may include but is not limited to – project description, construction methods, assumptions, risks, unresolved issues, assessment of design, status, profitability, main contractor’s costs, subcontractors and nominated subcontractors’ costs, provisional sums, day works, contingencies, discounts. Outcome 3 Prepare tender documentation and submit a tender for an infrastructure works contract. Evidence requirements 3.1 Cost estimates are assessed, and adequacy for tender price submission is confirmed. Range 3.2 The tender is prepared. Range 3.3 uplifts, additions for risk, organisational overheads, profit, discount. tender includes – priced schedule of quantities, mark-ups, global sums, schedule of rates, cash flow. The tender is submitted in accordance with tender documentation and non-price attributes. Range tender submitted is based on – conditions of tendering, general conditions of contract, special conditions of contract, basis of payment, specifications, drawings, appendices, notices to tenderers. Outcome 4 Complete the requirements for a preferred infrastructure works contract tender. Evidence requirements 4.1 Approval is gained from the client for any post-tender changes. 4.2 Handover is performed. 4.3 Contract documents are checked against tender documents for any changes prior to sign-off by client and/or contractor. Planned review date Infrastructure ITO SSB Code 101813 31 December 2019 New Zealand Qualifications Authority 2016 NZQA registered unit standard 25871 draft version 2 Page 4 of 4 Status information and last date for assessment for superseded versions Process Version Date Last Date for Assessment Registration 1 19 November 2010 31 December 2016 Review 2 19 February 2015 N/A Consent and Moderation Requirements (CMR) reference 0101 This CMR can be accessed at http://www.nzqa.govt.nz/framework/search/index.do. Please note Providers must be granted consent to assess against standards (accredited) by NZQA, before they can report credits from assessment against unit standards or deliver courses of study leading to that assessment. Industry Training Organisations must be granted consent to assess against standards by NZQA before they can register credits from assessment against unit standards. Providers and Industry Training Organisations, which have been granted consent and which are assessing against unit standards must engage with the moderation system that applies to those standards. Requirements for consent to assess and an outline of the moderation system that applies to this standard are outlined in the Consent and Moderation Requirements (CMR). The CMR also includes useful information about special requirements for organisations wishing to develop education and training programmes, such as minimum qualifications for tutors and assessors, and special resource requirements. Comments on this unit standard Please contact the Infrastructure ITO qualifications@infrastructureito.org.nz if you wish to suggest changes to the content of this unit standard. Infrastructure ITO SSB Code 101813 New Zealand Qualifications Authority 2016