SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE: 

Develop cost estimates and quotations 
SAQA US ID UNIT STANDARD TITLE
243340  Develop cost estimates and quotations 
ORIGINATOR
SGB Manufacturing and Assembly Processes 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 06 - Manufacturing, Engineering and Technology Manufacturing and Assembly 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 5  Level TBA: Pre-2009 was L5  10 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "Reregistered" 		 2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
This unit standard reflects the skills required to:
  • Develop cost effective and market related quotations.
  • Determine customer requirements and develop quotations to meet those requirements.
  • Evaluate and select cost effective machining processes.

    It also reflects the understanding of:
  • Factors which impact on costing.
  • Costing principles.
  • Evaluating risks and uncertainties.

    The skills, knowledge and values reflected in this unit standard form part of the Exit Level Outcomes required for the National Certificate in CNC Production Machining: NQF Level 5.
    This unit standard is intended for the context of CNC machining processes but can also be adapted to other contexts. CNC machining contexts are:
  • A machining centre.
  • A CNC lathe or turning centre.
  • Any other equipment in which material is removed to form the part, eg cutting, boring, grinding. 
    		•

    LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    The following competencies are assumed:
  • Communication and Literacy, at NQF Level 4.
  • Mathematical Literacy, at NQF Level 4.

    In addition, learners are assumed to have an in-depth knowledge of machining and other associated operations, materials, tooling, equipment, risks and uncertainties in the context of computer numerically controlled machining processes.

    This assumption forms the basis for the allocation of credits for this unit standard. If a learner does not have such experience or qualifications, the learning time will be increased. The allocation of credits is also based on the assumption that the learner will be following a learning programme which integrates the required unit standards. 
    		•

    UNIT STANDARD RANGE 
    The scope and level of this unit standard is indicated by range statements related to the specific outcomes. 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Determine product and manufacturing requirements from customer specifications and clarify customer needs where required. 
    OUTCOME RANGE 
  • Product requirements include shape, size, quantity, colour, finish, material grades.
  • Manufacturing requirements include manufacturing process flow. 
    		•

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Part drawings and/or other information is analysed to determine customer's specifications. 
    ASSESSMENT CRITERION NOTES 
    Assessment criterion type:
  • Indicator. 
    		•

    ASSESSMENT CRITERION 2 
    Issues requiring clarity are followed up with the customer. 
    ASSESSMENT CRITERION NOTES 
    Assessment criterion type:
  • Indicator. 
    		•

    ASSESSMENT CRITERION 3 
    Product and manufacturing requirements are identified. 
    ASSESSMENT CRITERION NOTES 
    Assessment criterion type:
  • Results achieved. 
    		•

    SPECIFIC OUTCOME 2 
    Determine the time lines, the critical path and the resources required to complete the ordered items. 
    OUTCOME RANGE 
  • Time lines include earliest material delivery dates, manufacturing time, availability of machines.
  • Critical path includes critical manufacturing processes, determining optimum sequences.
  • Resources include labour, subcontracted work, direct and indirect costs, input materials. 
    		•

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Suppliers and internal resources are consulted to establish constraints and delivery capability. 
    ASSESSMENT CRITERION NOTES 
    Assessment criterion type:
  • Indicator. 
    		•

    ASSESSMENT CRITERION 2 
    Machining and manufacturing requirements are analysed and key elements noted. 
    ASSESSMENT CRITERION NOTES 
    Assessment criterion type:
  • Indicator. 
    		•

    ASSESSMENT CRITERION 3 
    All critical manufacturing process characteristics are established and described. 
    ASSESSMENT CRITERION NOTES 
    Assessment criterion type:
  • Indicator. 
    		•

    ASSESSMENT CRITERION 4 
    A draft manufacturing plan is developed to establish realistic time lines. 
    ASSESSMENT CRITERION NOTES 
    Assessment criterion type:
  • Indicator. 
    		•

    SPECIFIC OUTCOME 3 
    Determine the costs required to produce the ordered items. 
    OUTCOME RANGE 
  • Determine includes using formulae or costing schedules, or using estimating software to calculate costs.
  • Costs include fixed and variable costs.
  • Fixed costs include labour, property rental, machine hourly rate or equivalent.
  • Variable costs include electricity, material, tooling. 
    		•

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Machining and manufacturing costs are determined. 
    ASSESSMENT CRITERION NOTES 
    Assessment criterion type:
  • Indicator. 
    		•

    ASSESSMENT CRITERION 2 
    Material and consumable requirements are estimated and costed. 
    ASSESSMENT CRITERION NOTES 
    Assessment criterion type:
  • Indicator. 
    		•

    ASSESSMENT CRITERION 3 
    The total production cost of the product is calculated using all available information. 
    ASSESSMENT CRITERION NOTES 
    Assessment criterion type:
  • Indicator. 
    		•
    ASSESSMENT CRITERION RANGE 
    Total production cost includes any additional expenses for specialised requirements.
     

    SPECIFIC OUTCOME 4 
    Compile market related quotations. 
    OUTCOME RANGE 
    Quotation includes consideration of profit margins, pre-determined or as negotiated. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Market related quotations that meet customer requirements are developed. 
    ASSESSMENT CRITERION NOTES 
    Assessment criterion type:
  • Results achieved. 
    		•
    ASSESSMENT CRITERION RANGE 
    Market related:
  • This would be determined by the acceptance of the quotation by the customer and the approval of management. In cases where such evidence is difficult to prove, the opinion of a knowledgeable person would provide sufficient evidence of the market-relatedness.
     
    		•

    ASSESSMENT CRITERION 2 
    Quotation reflects the most efficient and cost-effective options as determined by analysis of machining and manufacturing requirements. 
    ASSESSMENT CRITERION NOTES 
    Assessment criterion type:
  • Indicator. 
    		•

    ASSESSMENT CRITERION 3 
    Mark-up and profits are factored into quotations. 
    ASSESSMENT CRITERION NOTES 
    Assessment criterion type:
  • Indicator. 
    		•

    ASSESSMENT CRITERION 4 
    Discussion of issues demonstrates an understanding of the key concepts and principles related to cost determination and quotations and how these relate to application in practice. 
    ASSESSMENT CRITERION NOTES 
    Assessment criterion type:
  • Understanding confirmed. 
    		•
    ASSESSMENT CRITERION RANGE 
    Key concepts include:
  • Profits.
  • Loss.
  • Fixed vs variable costs.
  • Actual costs vs quoted price.
     
    		•

    SPECIFIC OUTCOME 5 
    Submit quotation to customer for authorisation, respond to questions and follow up where required. 
    OUTCOME RANGE 
    Communication with customers includes face-to-face, telephonic and e-mail. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Quotation is sent to customer for approval according to company procedures. 
    ASSESSMENT CRITERION NOTES 
    Assessment criterion type:
  • Indicator. 
    		•

    ASSESSMENT CRITERION 2 
    Queries and issues raised by the customer are clarified and changes made where required. 
    ASSESSMENT CRITERION NOTES 
    Assessment criterion type:
  • Indicator. 
    		•

    ASSESSMENT CRITERION 3 
    Change requests or requests for product modification are responded to according to organisational procedures. 
    ASSESSMENT CRITERION NOTES 
    Assessment criterion type:
  • Indicator. 
    		•

    SPECIFIC OUTCOME 6 
    Accepted quotation is submitted to appropriate personnel for conversion into an order. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The relevant documentation to process the order is generated according to company procedures. 
    ASSESSMENT CRITERION NOTES 
    Assessment criterion type:
  • Indicator. 
    		•

    ASSESSMENT CRITERION 2 
    The relevant documentation to process the order is submitted to the appropriate personnel determined by the company procedure. 
    ASSESSMENT CRITERION NOTES 
    Assessment criterion type:
  • Indicator. 
    		•

    ASSESSMENT CRITERION 3 
    All documents related to the development of the quotation are compiled and archived according to company procedures. 
    ASSESSMENT CRITERION NOTES 
    Assessment criterion type:
  • Indicator. 
    		•


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
    Assessment will be governed by the policies and guidelines of a relevant Education and Training Quality Assurance body (ETQA), which has jurisdiction over this field of learning. The policies and procedures of the relevant ETQA will also determine:
  • How the assessment is moderated.
  • How a learner can appeal against the outcome of the assessment.

    Any institution or company which offers learning to achieve the purpose of this unit standard must be accredited as a provider through the relevant ETQA.
    The integrated assessment should be based on a summative assessment guide. The guide will specify how the assessor will assess different aspects of the performance and will include:
  • Evaluating evidence in a portfolio of evidence, particularly projects which integrate various aspects of the unit standard and which demonstrate the integration of knowledge, skills and values, and the development of the critical outcomes.
  • Observing and listening to the learner at work, both in primary activities as well as in other interactions, or in relevant simulations.
  • Asking questions and initiating short discussions to test understanding and to verify other evidence.
  • Looking at records and reports.
  • Formative assessment.

    Assessment of competence for this unit standard is based on experience acquired by the learner in the workplace, within the particular machining context. The assessment process should cover the explicit tasks required for the unit standard as well as the understanding of the concepts and principles that underpin the process of developing cost estimates and quotations. Assessment criteria of the type "Results achieved" should be regarded as critical to the achievement of this unit standard.

    The assessment process should also establish how the learning process has advanced the Critical Cross-field Outcomes. The learner may choose in which language he/she wants to be assessed. This should be established as part of a process of preparing the learner for assessment and familiarising the learner with the approach being taken.

    Assessors should also evaluate evidence that the learner has been performing consistently over a period of time. The assessment for this unit standard can be done in conjunction with the assessment of other unit standards related to a qualification, and in conjunction with the assessment for the qualification as a whole. 
    		•

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    The following items reflect the type of knowledge that the assessor will evaluate:

    Names and functions of:
  • Range of manufacturing processes.
  • Fixed, variable and total costs.
  • Basic related calculations.
  • Related formulae.

    Purpose of:
  • Cost estimates.
  • Quotations.
  • Simple break-even analysis.
  • Basic related calculations.
  • Related formulae.

    Attributes, descriptions, characteristics and properties:
  • Range of manufacturing processes.
  • Profit mark-up.
  • Margin.
  • Profit.
  • Chargeable hours.
  • Total hours worked.
  • Basic related calculations.
  • Related formulae.

    Processes and events:
  • Critical path analysis.
  • Establishing lead times.
  • Developing time lines.
  • Determining resources required.

    Causes and effects, implications of:
  • Inaccurate calculations.
  • Overcharging customers.
  • Under quoting customers.

    Procedures and techniques:
  • Clarifying customer requirements.
  • Establishing product manufacturing requirements.
  • Applicable cost calculation procedures and techniques.
  • Compiling quotations.

    Regulations, legislation, agreements, policies, standards:
  • Applicable safety, health and environmental legislation and regulations and their impact on costs.

    Theory: rules, principles, laws:
  • Applicable mathematical rules, principles and laws.
  • Applicable design rules, principles and laws.
  • Basic accounting theory and principles.

    Relationships, systems:
  • Relationship between accurate job costing and customer relations/orders received. 
    		•

    UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems:
  • Relating to costing calculations. 
    		•

    UNIT STANDARD CCFO WORKING 
    Work effectively with others:
  • In establishing total cost of manufacturing. 
    		•

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage myself and my activities:
  • Establishing manufacturing process requirements and cost thereof before calculating manufacturing costs. 
    		•

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information:
  • Collect and calculate input material and manufacturing process costs. 
    		•

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively:
  • With customer, discussing product and manufacturing requirements. 
    		•

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically:
  • Use of appropriate tools and technology. 
    		•

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems:
  • Understand the relationship between the market related quotation and customer satisfaction. 
    		•

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  58025   National Certificate: CNC Production Machining  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  MERSETA 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    NONE 


    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.