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Elements and Performance Criteria

1. Gather information
   • 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
2. Estimate materials, time and labour
   • 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
3. Calculate costs
   • 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
4. Document details and verify, where necessary
   • 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

Range Statement

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

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Performance Evidence

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

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Knowledge Evidence

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

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