Take off and quote the Harbourline deck

You are a trade sales assistant at the Dandenong South merchandising yard.

Simulated workplaceIntermediate missionCAQA Timberline Forest and Wood Products

What is going on

Harbourline Constructions has sent revision C of a deck plan for a house in Frankston: a raised deck 7.2 metres by 4.8 metres on treated pine posts and bearers with treated pine joists at 450 millimetre centres and 140 x 19 silvertop ash decking laid with a 4 millimetre gap. The plan does not state the treatment level for the posts or the grade of the joists. The customer wants a firm price by 17 September and delivery on 29 September. The Merchandising Manager has opened quote QT-26-0871 in the Customer Orders and Despatch system and expects a draft before it goes out. Silvertop ash decking is in stock in bay H4 in 3.6 and 4.2 metre packs; the register shows how much is ready.

Ashwin Pillai, Merchandising Manager
Subject: Harbourline deck quote from plan rev C

Harbourline Constructions sent through revision C of the deck plan for the Frankston job and want a firm price by the 17th. I have opened QT-26-0871 in the orders system. Please do the take-off using the Timber Take-off and Quote Template: joists, bearers, posts and the silvertop ash decking. Watch the stock lengths so we do not quote a lot of waste, note any assumptions on treatment level and confirm which lines carry the certified claim. Bring the draft to me before it goes to the customer.

Your brief

Prepare a complete material take-off from the plan using the quote template, choose stock lengths with the least waste, state your assumptions, confirm stock and certified claim eligibility in the registers, price the job and hand the draft quote to the Merchandising Manager for approval.

Work through it

You do not need to do it all. Doing a few of these will show you what the work is like. Your ticks and notes stay on this device.

Read the Timber Take-off and Quote Template and the Chain of Custody and Sustainable Sourcing Policy and note the rule about which products can carry the certified claim.
List every timber element on the plan (posts, bearers, joists, decking, fixings excluded) with section size, span, count and required grade or treatment.
Where the plan is silent, apply the default grade and treatment level from the product guide and write each assumption on the quote.
Convert lengths to stock lengths with the least waste, show the calculation for the decking boards and joists, and round to whole pieces and packs.
Check the Log Yard and Stock Register for silvertop ash decking availability in bay H4 and note the pack identifiers you would allocate.
Mark which lines are eligible for the certified claim (mill product) and which are bought-in treated pine without a claim.
Apply the price list, the customer's trade discount and the delivery zone, then update QT-26-0871 in the Customer Orders and Despatch system with the quote total and validity.
Write a short cover note to the Merchandising Manager listing the assumptions and any stock risk for the 29 September delivery.

My notes: what did I enjoy, and what surprised me?

What someone in this role would produce

Completed Timber Take-off and Quote Template
Take-off calculation sheet
Updated QT-26-0871 record
Cover note to the Merchandising Manager

Printing this is a record of what you explored. It is not a certificate or a qualification.