Assessor Resource

MSFGN3002
Estimate and cost job

Assessment tool

Version 1.0
Issue Date: May 2024


This unit of competency covers estimating materials, labour and time requirements to establish costs for provision of furnishing services or products. Estimation and job costing is that undertaken by a tradesperson in relation to a sector product for a single client or customer.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

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



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.

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Gather information

1.1

Details of customer requirements are obtained through discussion with customer and information supplied

1.2

Details of products and/or services to be provided are developed

1.3

Delivery point and methods of transportation are determined, where necessary

2

Estimate materials, time and labour

2.1

Types and quantities of materials required for product manufacture are estimated

2.2

Labour requirements to achieve product manufacture and perform required services are estimated

2.3

Time requirements to manufacture and/or install item and perform required services are estimated

3

Calculate costs

3.1

Total materials, labour and overhead costs are calculated in accordance with enterprise procedures

3.2

Total job cost is calculated, including overheads, government charges and mark-up percentages

3.3

Final cost to customer is calculated

4

Document details and verify, where necessary

4.1

Details of costs and charges are documented in accordance with enterprise practice

4.2

Costs, calculations or other details are verified in accordance with enterprise practice

4.3

Customer quotation is prepared

4.4

Details are documented for future reference in accordance with enterprise practice

Collect, organise and understand information related to work orders, costs and government charges

Communicate ideas and information to enable confirmation of work requirements and specifications and the reporting of work outcomes and problems

Complete an outline plan of activities, including the preparation and layout of the worksite, the obtaining of equipment and materials, and the avoidance of backtracking, work flow interruptions or wastage

Estimate and cost three (3) varied jobs, including:

estimate quantities of material required

determine the types and amount of labour required to complete the work

estimate time required to complete the work

estimate overheads associated with the job

Work with others and in a team by recognising dependencies and using cooperative approaches to optimise work flow and productivity

Use mathematical ideas and techniques to correctly complete measurements, estimate material, labour and overhead requirements and accurately cost the product/service

Use checking techniques to anticipate and overcome costing problems

Use workplace technology related to the estimation and validation of job costs

Range of products and services offered by the enterprise

Enterprise or equivalent costing procedures

Components of overheads costs

Components of labour costs

Labour rates and approximate costs of products and materials

Basic mathematical processes

Assessors must:

hold training and assessment competencies as determined by the National Skills Standards Council (NSSC) or its successors

have vocational competency in the furnishing industry at least to the level being assessed with broad industry knowledge and experience, usually combined with a relevant industry qualification

be familiar with the current skills and knowledge used and have relevant, current experience in the furnishing industry.

Assessment methods must confirm consistency of performance over time rather than a single assessment event and in a range of workplace relevant contexts.

Assessment must be by observation of relevant tasks with questioning on underpinning knowledge and, where applicable, multimedia evidence, supervisor’s reports, projects and work samples.

Assessment is to be conducted on single units of competency or in conjunction with other related units of competency. Foundation skills are integral to competent performance in the unit and should not be assessed separately.

Assessment must occur on the job or in a workplace simulated facility with relevant process, equipment, materials, work instructions and deadlines.

Access is required to specifications and costs of relevant products, equipment and materials; information on labour costs and availability; safety procedures; regulations; quality standards; enterprise procedures; and all necessary facilities and associated equipment, including calculators, computers and relevant software.


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.

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Gather information

1.1

Details of customer requirements are obtained through discussion with customer and information supplied

1.2

Details of products and/or services to be provided are developed

1.3

Delivery point and methods of transportation are determined, where necessary

2

Estimate materials, time and labour

2.1

Types and quantities of materials required for product manufacture are estimated

2.2

Labour requirements to achieve product manufacture and perform required services are estimated

2.3

Time requirements to manufacture and/or install item and perform required services are estimated

3

Calculate costs

3.1

Total materials, labour and overhead costs are calculated in accordance with enterprise procedures

3.2

Total job cost is calculated, including overheads, government charges and mark-up percentages

3.3

Final cost to customer is calculated

4

Document details and verify, where necessary

4.1

Details of costs and charges are documented in accordance with enterprise practice

4.2

Costs, calculations or other details are verified in accordance with enterprise practice

4.3

Customer quotation is prepared

4.4

Details are documented for future reference in accordance with enterprise practice

Specifies different work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included. Range is restricted to essential operating conditions and any other variables essential to the work environment.

Unit context includes:

work health and safety (WHS) requirements, including legislation, building codes, material safety management systems, hazardous substances and dangerous goods codes, and local safe operating procedures

work is carried out in accordance with legislative obligations, environmental legislation, relevant health regulations, manual handling procedures and organisation insurance requirements

the client or customer may be external or internal

Workplace context includes:

work organisation procedures and practices relating to the provision of information and preparation of quotations

reporting actions which may include verbal and written communication in accordance with enterprise policies and procedures

oral, written or visual communication, including completion of standard forms, interpretation of information and instructions associated with workplace activities, and recording and reporting of work outcomes

use of calculators and/or computers running appropriate software for estimating and calculating necessary details

Information and procedures include:

enterprise work orders and instructions

industry codes and symbols

product designs, patterns and prototypes

building/architectural plans

Australian, international and enterprise quality standards and procedures

work scheduling documentation

job procedures

Collect, organise and understand information related to work orders, costs and government charges

Communicate ideas and information to enable confirmation of work requirements and specifications and the reporting of work outcomes and problems

Complete an outline plan of activities, including the preparation and layout of the worksite, the obtaining of equipment and materials, and the avoidance of backtracking, work flow interruptions or wastage

Estimate and cost three (3) varied jobs, including:

estimate quantities of material required

determine the types and amount of labour required to complete the work

estimate time required to complete the work

estimate overheads associated with the job

Work with others and in a team by recognising dependencies and using cooperative approaches to optimise work flow and productivity

Use mathematical ideas and techniques to correctly complete measurements, estimate material, labour and overhead requirements and accurately cost the product/service

Use checking techniques to anticipate and overcome costing problems

Use workplace technology related to the estimation and validation of job costs

Range of products and services offered by the enterprise

Enterprise or equivalent costing procedures

Components of overheads costs

Components of labour costs

Labour rates and approximate costs of products and materials

Basic mathematical processes

Assessors must:

hold training and assessment competencies as determined by the National Skills Standards Council (NSSC) or its successors

have vocational competency in the furnishing industry at least to the level being assessed with broad industry knowledge and experience, usually combined with a relevant industry qualification

be familiar with the current skills and knowledge used and have relevant, current experience in the furnishing industry.

Assessment methods must confirm consistency of performance over time rather than a single assessment event and in a range of workplace relevant contexts.

Assessment must be by observation of relevant tasks with questioning on underpinning knowledge and, where applicable, multimedia evidence, supervisor’s reports, projects and work samples.

Assessment is to be conducted on single units of competency or in conjunction with other related units of competency. Foundation skills are integral to competent performance in the unit and should not be assessed separately.

Assessment must occur on the job or in a workplace simulated facility with relevant process, equipment, materials, work instructions and deadlines.

Access is required to specifications and costs of relevant products, equipment and materials; information on labour costs and availability; safety procedures; regulations; quality standards; enterprise procedures; and all necessary facilities and associated equipment, including calculators, computers and relevant software.

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
Details of customer requirements are obtained through discussion with customer and information supplied 
Details of products and/or services to be provided are developed 
Delivery point and methods of transportation are determined, where necessary 
Types and quantities of materials required for product manufacture are estimated 
Labour requirements to achieve product manufacture and perform required services are estimated 
Time requirements to manufacture and/or install item and perform required services are estimated 
Total materials, labour and overhead costs are calculated in accordance with enterprise procedures 
Total job cost is calculated, including overheads, government charges and mark-up percentages 
Final cost to customer is calculated 
Details of costs and charges are documented in accordance with enterprise practice 
Costs, calculations or other details are verified in accordance with enterprise practice 
Customer quotation is prepared 
Details are documented for future reference in accordance with enterprise practice 

Forms

Assessment Cover Sheet

MSFGN3002 - Estimate and cost job
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

MSFGN3002 - Estimate and cost job

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: