Prepare and produce quotations for mechanical fire protection systems

This standard is aimed at those who install mechanical fire protection systems, and sets out the skills, knowledge and understanding for you to prepare and produce quotations for mechanical fire protection. You will do this by scoping out the cost of systems and preparing and issuing quotations for these to clients.

*P1. * establish the information required to produce a quotation in order to meet client needs and to meet current relevant legislation and regulations, industry standard guidelines; your organisation's quality management procedures and health and safety codes of practice

P2.* * clarify and record details of anomalies that appear from original specifications, in data and information provided by others, site surveys or installation specification before establishing costs

P3.* * carry out a calculation based on suppliers' prices, unit costs for labour, plant, materials, overheads and profit margins

P4.* * maintain the confidentiality of information, sites and systems in line with current relevant legislation and regulations and your organisation's quality management procedures     

P5.  provide a quotation to the designated responsible person within agreed submission requirements

P6.* * establish the commercial basis of the contract, including price validity engineering options; variations and payment terms; exclusions and attendances; associated third parties

P7.* * confirm a clear programme of works to the client, including timescales

K1.  current relevant legislation and regulations; industry standard guidelines; your organisation's quality management procedures and health and safety codes of practice

K2.  your organisation's processes and procedures involved in preparing quotations

K3.* * the information that you need in order to establish the costs of providing systems and produce a quotation

K4.* * why it is important to clarify anomalies, and record variations from original specifications when you are establishing costs

K5.  what components are needed to provide systems that meet the specified requirements

K6.* * when to involve third parties when establishing costings and **the information that you need to provide on the mechanical fire protection system to appropriate third parties in order to establish accurate costings

K7.* * where to find costs of system components

K8.* * the different formats for calculating and presenting costings, and when to use them

K9.* * why it is important to include clear and accurate details in estimates* *

*K10.  *why it is important to ensure that information contained within the estimate is sufficient to confirm the clients' aims and objectives

*K11.  *the typical constraints and limitations that might impact the estimate, and how to address them

K12.* * why it is important to maintain confidentiality of information

K13.  how to advise clients and explain the benefits to them of the suitable and sufficient option from a number of possibilities of components and system arrangement*    *

K14.* * the steps involved when establishing the commercial basis for contracts

K15.* * how to ensure that quotations take account of scope of works and any variations from industry standards

K16.* * the procedure you must follow to provide clients with a clear programme of works, including information on timescales

K17.* * what clients need to be aware of in terms of their responsibilities, as well as your organisation's responsibilities and those of relevant stakeholders

*K18. * your organisation's policies and procedures for providing quotations

K19.* * current relevant legislation and regulations; industry standard guidelines; your organisation's quality management procedures and health and safety codes of practice

K20.* * your organisations procedures for maintaining client confidentiality* *

K21.* * the relationship between types of fire and appropriate extinguishing mediums

K22.* * characteristics of different environments to which the mechanical fire protection system is being provided

K23.* * the requirements of different fire certification bodies and third-party certifications

K24.* * relevant quality management procedures and processes that relate to installed systems

data and information: fire system documents (both manual and electronic) that contain technical and design characteristics

variations: changes required in the mechanical fire protection system to enable the system to cover all requirements and with due regard to the manufacturer's instructions

designated responsible person: could include, but not limited to, duty holder; building management; fire marshal/warden; maintenance engineer

mechanical fire protection system: a non-electrical device used for fire protection such as, sprinklers; gas systems; water mist and powder; foam and chemical systems; dry and wet risers; fire mains

stakeholders: could include:  local fire authority; water undertaker; building control; insurers; government departments; environmental agencies; third party certification bodies