Assessor Resource

AURC365722A
Estimate complex jobs

Assessment tool

Version 1.0
Issue Date: March 2024


This unit of competency applies to retail, service and repair complex estimation work within the repair sector of the automotive industry.

Work requires individuals to demonstrate discretion, judgement and problem-solving skills in managing own work activities and contributing to a productive team environment.

Work is carried out in accordance with award provisions.

Competence may be demonstrated in a workplace environment or simulated workplace.

This unit of competency covers the competence required to estimate the time requirements for complex jobs, source requirements, gather cost estimates from external service providers and document quotations.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Employability Skills

This unit contains employability skills.




Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

It is essential that competence is fully observed and there is ability to transfer competence to changing circumstances and to respond to unusual situations in the critical aspects of:

observing safety procedures and requirements

communicating effectively with others involved in or affected by the work

selecting methods and techniques appropriate to the circumstances

completing preparatory activity in a systematic manner

estimating in accordance with workplace requirements

estimation is carried out to manufacturer/component supplier requirements

estimation of the work completed within workplace timeframes

report presented to customer is in compliance with workplace requirements.

Context of and specific resources for assessment

This unit will normally need to be assessed as a discrete entity. Performance may involve the application of a range of contributory competencies.

Assessment of this unit must be completed on the job or in a simulated work environment which reflects a range of quality processes and procedures.

The prescribed outcome must be able to be achieved without direct supervision.

The competence should be assessed within the context of the qualification being sought.

The following should be made available:

a workplace or simulated workplace

enterprise stationery, telephone and forms/business documents

repair order, job cards and quotes/estimates

computer and software, calculator

hand tooling, workshop equipment

access to information

Method of assessment

It is preferable that assessment reflects a process rather than an event and occurs over a period of time to cover varying quality circumstances. Evidence of performance may be provided by customers, team leaders/members or other persons subject to agreed authentication arrangements.

Evidence of being able to:

access, interpret and apply service information

identify estimating and job costing procedures

accurately estimating time required for a job involving sublet work and/or a mix of service/repair disciplines (e.g. mechanical, electrical and body)

estimate on a wide variety of jobs, including non-routine jobs

justify a repair job deemed to be 'viable' from a cost perspective

justify a replacement/repair decision according to quality standards and legal requirements

use service tooling and equipment

observe safety procedures and requirements

provide customer service

prepare service reports

communicate with customers orally and in writing

maintain workplace documents.

Guidance information for assessment


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Required skills

research and interpretive skills sufficient to locate, interpret and apply manufacturer/component supplier procedures, workplace policies and procedures

analytical skills required for the identification and analysis of technical information

plain English literacy and communication skills in relation to dealing with customers and team members

questioning and active listening skills for example when obtaining information from customers

oral communication skills sufficient to convey information and concepts to customers

as applied to own work activities, including making good use of time and resources, sorting out priorities and monitoring own performance

interacting effectively with other persons both on a one-to-one basis and in groups, including understanding and responding to the needs of a customer and working effectively as a member of a team to achieve a shared goal

use mathematical ideas and techniques such as number and space and techniques, e.g. estimation and approximation, for practical purposes

apply problem-solving strategies in purposeful ways, both in situations where the problem and the desired solution are clearly evident and in situations requiring critical thinking and a creative approach to achieve an outcome

combine the physical and sensory skills needed to operate equipment with understanding of scientific and technological principles needed to explore and adapt systems

Required knowledge

Knowledge of:

OHS regulations/requirements, equipment, material and personal safety requirements

principles of estimating and job costing

enterprise quality procedures

work organisation and planning processes

contract law

sale-contracting principles

written communication and report writing skills procedures relevant to application

oral communication skills procedures relevant to application

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Variables

Variables may include:

jobs involving subcontracted work

jobs involving a mix of vocations (e.g. mechanical, body and electrical)

non-routine jobs

Methods

Methods include:

written and verbal communication

sourcing of parts

estimating costs

documentation

Legislative requirements

Legislative requirements may include:

state/territory OHS legislation, manufacturer/component supplier specifications and safe operating procedures

environmental requirements, manual handling procedures and insurance requirements

Information/documents

Information/documents may include:

manufacturer/component supplier specifications

enterprise operating procedures

customer requirements

industry/workplace codes of practice

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Time estimates for job requirements are calculated based on warranty times, staff estimates, standard service/repair times, specifications, and subcontracted timeframes 
Service/repair times are estimated and compared to documented estimate to ensure repair job is viable 
Turn-around times for work completed by subcontractor are incorporated into total time estimates 
Viability of replacement compared to repair is ascertained to meet quality standards and legal requirements 
Part requirements are determined to ensure cost constraints are met 
Parts and consumables required for the job are ordered 
Parts are sourced externally when internal stock is not available to meet customer requirements 
Estimate is documented 
Service/repair requirements, procedures and costs are documented in a logical order 
Service/repair requirements are documented in detail 
Estimate is relevant to the identified service/repair requirements 
Potential variations are noted on the estimate 
External service providers are given a clear outline of the work and time requirements of the job 
Job cost estimate is documented and agreed with external service providers 
Parts and consumables are costed according to industry and/or enterprise pricing standards 
Supplementary estimate is prepared, to gain authorisation from owner for additional service/repairs 
Final estimate is documented 
Authorisation is gained from customer to commence work and/or undertake supplementary work 
Report of findings is completed in the enterprise-approved format 
Customer is advised of the estimation 
Job card is completed and delivered to appropriate persons 

Forms

Assessment Cover Sheet

AURC365722A - Estimate complex jobs
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

AURC365722A - Estimate complex jobs

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: