BLIND SOLUTIONS

Bill of Quantities Preparation | Technical Shading Professional CPD Module

Technical Shading Professional CPD module: Bill of Quantities Preparation. R3,000. For South African architects and specifiers.

Published 27 May 2026

Bill of Quantities Preparation | Technical Shading Professional | Blind Solutions CPD
Technical Shading Professional (TSP)

Bill of Quantities Preparation

R3,000

Prepare defensible, code-aware BOQs for shading packages that stand up to South African tender scrutiny, site realities, and performance expectations.

Why This Module?

  • South African projects demand BOQs that reflect real installation conditions — from coastal corrosion protection in Durban and Gqeberha to high-wind, high-UV exposure in inland and northern regions.
  • Shading scopes are frequently undermeasured or mis-scoped in tender documents, leading to exclusions, variation claims, and compliance gaps once procurement and site coordination begin.
  • Modern BOQs must align with local performance and energy requirements, including SANS 10400-XA, SANS 204, and the practical implications of daylight, glare control, and solar heat gain reduction.
  • Architects and specifiers need a repeatable method for translating design intent into measurable, procurement-ready line items that reflect South African supply chains, access constraints, and installation methodologies.
Pro Tip: In South African tenders, do not treat shading as a single line item. Separate supply, fixing brackets, headboxes, tracks, motors, controls, commissioning, access equipment, and any interface with glazing or façade contractors.

Detailed Curriculum

1. BOQ fundamentals for shading systems
Understanding what must be measured, how shading systems are broken down for procurement, and how quantity descriptions affect pricing certainty.
2. Translating drawings into measurable scope
Reading plans, elevations, sections, and schedules to extract accurate aperture dimensions, set-outs, and system extents for blinds, screens, and shading accessories.
3. Scope separation and interface management
Defining the boundaries between the shading contractor, glazing contractor, façade contractor, electrical contractor, and principal building contractor to avoid scope overlap.
4. Compliance references for South African projects
Incorporating relevant references such as SANS 10400-XA, SANS 204, SANS 10160 wind considerations, and local municipal or project-specific performance requirements.
5. Climate, orientation, and exposure adjustments
Adjusting quantities and specifications for west-facing solar gain, coastal humidity and salt exposure, high-altitude UV intensity, and wind loading implications.
6. Itemising hidden costs and install allowances
Capturing brackets, headboxes, recessed pockets, trims, access platforms, cabling, controls, testing, commissioning, and any special make-up costs that are often omitted.
7. Tender language, exclusions, and assumptions
Writing clear BOQ descriptions that reduce claims risk, protect design intent, and distinguish between provisional allowances, alternatives, and explicitly excluded works.
8. Quality control and final BOQ review
Checking measurement logic, unit consistency, specification alignment, and coordination with the architect, quantity surveyor, and sustainability consultant before issue.
Pro Tip: For coastal projects, always note corrosion class, fastener material, and control-system protection in the BOQ. Omitting these details often results in substitutions that compromise lifespan and warranty compliance.

Learning Outcomes

  • Produce a shading BOQ that separates measurable components, interfaces, and allowances with professional clarity.
  • Identify and quantify the cost drivers most likely to be missed in South African shading tenders.
  • Align BOQ descriptions with relevant local standards, building regulations, and climate-responsive design intent.
  • Differentiate between supply-only, supply-and-install, and fully commissioned shading scopes.
  • Apply exposure- and orientation-based adjustments to improve pricing accuracy and reduce variation risk.
  • Prepare BOQ line items that support fair tendering, cleaner comparisons, and fewer post-award disputes.
Pro Tip: If the shading solution includes motors or automated controls, capture power provision, control wiring, integration points, testing, and commissioning separately. These items are commonly assumed — and then disputed.

Who Should Take This Module

This module is designed for South African architects, specifiers, sustainability consultants, façade designers, and design professionals responsible for producing tender documentation or reviewing shading scope. It is especially valuable for professionals working on commercial, educational, healthcare, hospitality, and multi-residential projects where solar control, glare reduction, and energy performance must be balanced against budget and procurement realities.

If you are involved in briefing, specifying, measuring, or coordinating shading systems, this module will help you convert design intent into a BOQ that is technically robust, commercially realistic, and easier to price accurately.

Prerequisites

None — suitable for all registered professionals.

Basic familiarity with architectural drawing sets and specification documents will be helpful, but is not required.

CPD Points

1 structured CPD point

SACAP / SAICE / ECSA accreditation pending.

This module is structured to support professional development in technical shading specification, documentation, and procurement readiness within the South African built-environment context.

Related Resources

Use these resources together to strengthen your documentation workflow, reduce scope ambiguity, and produce shading packages that are easier to price, procure, and install correctly.