Learn to Estimate and Quote a Job
Any industry from construction and manufacturing to services and supply
Small or large
One off projects or ongoing services
Course Content
This course has four lessons:
LESSON 1 SCOPE AND NATURE OF ESTIMATING, QUOTING & TENDERING
Introduction
Estimating
Using a estimate internally (in the business) or externally (for the client)
Quoting
Tendering
Types of tendering
Preliminary planning
Project scope
Project aims
Project goals
Project expectations
Scope of work vs Statement of work
Scope statement
Documenting Scope
Define and establish acceptance criteria
Determine the format, specifications & deadline
Format
Project specifications
Project deadline
Review documentation
Compare site to plans & scale drawings
Examples of the difference between a scope statement and a statement of work
What is the difference between a tender and a bid?
LESSON 2 IDENTIFYING RESOURCE NEEDS
Finances
Estimating costs
Determining resources needed
Determine sources of resources for a project
Calculate quantities
Considerations
Profitability
Quality Assurance
Client satisfaction
Summarising and recording your calculations
Risks
Qualitative risks
LESSON 3 DEVELOPING SCHEDULES FOR ESTIMATES, QUOTES, OR TENDERS
Preparing schedules
Works schedule
Resource schedule
Financial schedule
Estimating costs for a quote or bid
Examples of financial schedules
LESSON 4 DRAFT AND FINALISE THE QUOTATION, TENDER OR ESTIMATE
Introduction
Finalising the bid
Charging for time
Drawing up a final budget
Estimating techniques
Post project appraisal
COURSE AIMS AND LEARNING OUTCOMES
Discuss the differences between estimating, quoting and tendering.
Identify information needing to be gathered and considered when estimating the cost of a project.
Develop schedules for projects.
Prepare – draft and finalise - a quote, tender or estimate.
Determine time and resources required to carry out specified work, to calculate costs and prepare a specified estimate, quote or tender.
Workload : 10 hours self-paced
Concise, Effective Learning for All - A CPD course to develop skills and grow confidence!
Lesson aims give you a goal to aspire to at the start of each lesson!
Two lessons begin with a video presentation.
Reading presents information clearly and concisely!
Guided practical tasks provide further learning experiences mostly away from your device.
Summarised key points highlight and reinforce the most important take away facts from each lesson.
Online self-assessment tests present an opportunity to review and reinforce important learning for each lesson.
A Certificate of Completion awarded on successful completion of a final online self-test!