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Elements and Performance Criteria

1. Gather relevant information about job
   • Obtain details of customer requirements through discussion with customer or from information supplied
   • Develop details of products and services to be provided and any special provisions
   • Determine delivery details and methods of transportation, where necessary
   • Record details and document specifications
2. Estimate materials, labour and time
   • Research, locate and interpret technical information about materials, equipment, products and services required for the job
   • Estimate types, quality and quantities of materials required for work
   • Estimate acceptable price range for required products
   • Estimate labour requirements to perform required services
   • Estimate time requirements to perform required services
3. Calculate costs
   • Calculate total materials costs and labour costs
   • Calculate transport and delivery costs for products, as required
   • Determine allowances for overheads and mark-up percentages
   • Calculate total job cost
   • Calculate final cost to customer
4. Document and verify details
   • Use calculators, computers with appropriate software or other aids to estimate, calculate and verify costings according to workplace procedures
   • Document details of costs and charges
   • Obtain verification of costs, calculations and other details by other enterprise personnel, as required
   • Prepare customer quotation in appropriate format to meet required enterprise or industry standards
   • Document and record details for future reference

Range Statement

This field allows for 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.
Workplace procedures include one or more of the following:	requirements prescribed by legislation, awards, agreements and conditions of employment SOPs work instructions oral, written and visual communication quality practices, including responsibility for maintenance of own work quality and contribution to quality improvement of team or section output housekeeping tasks related to environmental protection, waste disposal, pollution control and recycling WHS practices
Australian Standards include:	the relevant industry or Australian Standards that are current at the time this unit is being undertaken

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Performance Evidence

Evidence required to demonstrate competence in this unit must be relevant to and satisfy the requirements of the elements and performance criteria, and include:

reading and following work instructions, standard operating procedures (SOPs), safe work practices

applying relevant standards

interpreting work orders, customer requirements, specifications and instructions for products and materials to be used

locating and interpreting technical information about products, materials, equipment and operating procedures

estimating and costing materials and equipment, labour, time, transport and overheads, on at least two (2) occasions

calculating total costs of products or services

calculating costs to customer and preparing quotation

using calculators, computer programs and other aids to estimate, calculate and communicate costs

documenting and communicating job-related information, including customer requirements; products, materials and labour required; costing calculations for products, materials and labour and special conditions in required format

maintaining accurate records.

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Knowledge Evidence

Evidence must be provided that demonstrates knowledge of:

safe work practices and procedures and use of personal protective equipment (PPE)

relevant Australian Standards

products and services offered by the enterprise

details of materials, products and equipment

workplace costing procedures

components of overheads costs

components of direct labour costs

work flow and manufacturing processes

basic mathematical processes and formulas

labour rates and approximate costs of products and materials

use of calculators, computers and other technology

industry standards for customer service and providing quotations

workplace procedures

recording and reporting practices.

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