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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Identify customer needs
   • Security assessment is undertaken in accordance with organisational requirements to determine client requirements
   • Specialised system requirements of clients are identified and installation requirements are considered in accordance with legislative and organisational requirements
   • Occupational Health and Safety standards, statutory requirements, Australian Standards, manufacturers specifications and organisational requirements are interpreted
   • Appropriate plans, drawings and texts are interpreted in order to identify correct size, type and quantity of material and equipment for estimation
   • Ability to provide client security system is assessed in accordance with client security requirements and organisational and legal requirements
2. Estimate costs
   • Organisation's rate schedules and / or industry based labour rates and conditions are identified and applied to establish costings according to organisational policy and procedures
   • Where equipment or materials are to be obtained from a supplier, quotations are obtained to ensure fair comparisons between suppliers
   • Equipment, materials and other relevant items availability and delivery dates are confirmed with supplier, where required
   • Site inspection is carried out to identify installation method and possible problems are considered and allowances for contingencies are made based on findings
   • Costs estimated plan to return a profit on provision of security systems to client requirements where appropriate
3. Document and confirm quotation with client
   • Quotation is prepared providing clear and concise information including all details of security system to be provided in accordance with organisational requirements
   • Quotation is presented promptly to client which reflects client security requirements according to organisational requirements and accepted timeframes
   • Client is consulted and any changes or variations are negotiated to meet client and organisational requirements
   • Client file is created and required documentation is accurately updated to include all relevant details in accordance with organisational policy and procedures

Required Skills

Not applicable

Evidence Required

The Evidence Guide identifies the requirements to be demonstrated to confirm competence for this unit Assessment must confirm sufficient ability to use appropriate skills and knowledge to provide an estimate and quote on security systems Assessment of performance should be over a period of time covering all categories within the Range of Variables statements that are applicable in the learning environment

What critical aspects are required for evidence of competency

Determine security equipment requirements for provision of security system

Determine prices and estimates for labour equipment materials and other relevant items

Determine availability of equipmentmaterials

Calculate estimations to return a profit where appropriate

Ensure estimates allow for provision of security system which meets client requirements

Prepare accurate quotes for clients which provide full details of security equipmentsystem provision

What specific knowledge is needed to achieve the performance criteria

Knowledge and understanding are essential to apply this standard in the workplace to transfer the skills to other contexts and to deal with unplanned events The knowledge requirements for this competency standard are listed below

legislation and regulations applicable to quoting and providing security equipmentsystem services

organisational policies and procedures personal presentation documentation procedures records and information systems

types and functions of security equipment and systems

requirements of company pricing including schedules policy and procedures

computer applications in relation to costing

contractual requirements for estimating and quoting for service provision

principles of duty of care code of conduct and code of ethics

organisational policies and procedures related to the analysis of client requirements and selection of services

rights and responsibilities of customers

What specific skills are needed to achieve the performance criteria

To achieve the performance criteria some specific skills are required These include the ability to

accurately record and report information

present a professional image to members of the public and colleagues

apply active listening and questioning techniques

handle customer complaints courteously

communicate effectively with and relate to people from different social cultural and ethnic backgrounds and of varying physical and mental abilities

calculate time measurements and quantities

operate a computer

read and interpret plans designs and specifications

organise work utilising time management skills

comply with relevant legislative and regulatory requirements

What resources may be required for assessment

Access to a suitable venue and access to designs and specifications unit prices of equipment materials and labour to make an estimate

Case studies

Occupational Health and Safety guidelines

Assessment instruments including personal planner and assessment record book

Access to a registered provider of assessment services

What is required to achieve consistency of performance

For valid and reliable assessment of this unit the competency should be demonstrated over a period of time and observed by the assessor The competency is to be demonstrated in a range of situations which may include involvement in related activities normally experienced in the workplace

Evidence of underpinning knowledge understanding of processes and principles can be gained through thorough questioning and by observation of previous work

Assessment against this unit may involve the following

Continuous assessment in a setting that simulates the conditions of performance described in the elements performance criteria and range of variables statement that make up the unit

Continuous assessment in the workplace taking into account the range of variables affecting performance

Selfassessment on the same terms as those described above

Simulated assessment or critical incident assessment provided that the critical incident involves assessment against performance criteria and an evaluation of underpinning knowledge and skill required to achieve the required performance outcomes

Key competency levels

There are a number of processes that are learnt throughout work and life which are required in all jobs They are fundamental processes and generally transferable to other work functions Some of these are covered by the key competencies although others may be added

Information below highlights how these processes are applied in this competency standard

perform the process

perform and administer the process

perform administer and design the process

How can communication of ideas and information be applied

Information and ideas with regard to developing an understanding of client expectations and requirements may be shared and discussed with colleagues supervisor andor clients

How can information be collected analysed and organised

Occupational Health and Safety standards quality assurance requirements manufacturers specifications and organisational policy and procedures may be accessed to ensure compliance

How are activities planned and organised

Work tasks may be prioritised and coordinated or sequenced as required to ensure availability of materials and meet agreed completion dates

How can team work be applied

Assistance may be provided among team members to carry out and fulfil quotation requirements

How can the use of mathematical ideas and techniques be applied

Mathematics may be applied as an aid to measure and calculate materials and labour

How can problem solving skills be applied

In the application of skills and knowledge to identify and resolve client complaints or to recognise service delivery complications

How can the use of technology be applied

To access company pricing schedules and company proformas for the preparation of estimates and quotes

The Evidence Guide identifies the requirements to be demonstrated to confirm competence for this unit Assessment must confirm sufficient ability to use appropriate skills and knowledge to provide an estimate and quote on security systems Assessment of performance should be over a period of time covering all categories within the Range of Variables statements that are applicable in the learning environment

What critical aspects are required for evidence of competency

Determine security equipment requirements for provision of security system

Determine prices and estimates for labour equipment materials and other relevant items

Determine availability of equipmentmaterials

Calculate estimations to return a profit where appropriate

Ensure estimates allow for provision of security system which meets client requirements

Prepare accurate quotes for clients which provide full details of security equipmentsystem provision

What specific knowledge is needed to achieve the performance criteria

Knowledge and understanding are essential to apply this standard in the workplace to transfer the skills to other contexts and to deal with unplanned events The knowledge requirements for this competency standard are listed below

legislation and regulations applicable to quoting and providing security equipmentsystem services

organisational policies and procedures personal presentation documentation procedures records and information systems

types and functions of security equipment and systems

requirements of company pricing including schedules policy and procedures

computer applications in relation to costing

contractual requirements for estimating and quoting for service provision

principles of duty of care code of conduct and code of ethics

organisational policies and procedures related to the analysis of client requirements and selection of services

rights and responsibilities of customers

What specific skills are needed to achieve the performance criteria

To achieve the performance criteria some specific skills are required These include the ability to

accurately record and report information

present a professional image to members of the public and colleagues

apply active listening and questioning techniques

handle customer complaints courteously

communicate effectively with and relate to people from different social cultural and ethnic backgrounds and of varying physical and mental abilities

calculate time measurements and quantities

operate a computer

read and interpret plans designs and specifications

organise work utilising time management skills

comply with relevant legislative and regulatory requirements

What resources may be required for assessment

Access to a suitable venue and access to designs and specifications unit prices of equipment materials and labour to make an estimate

Case studies

Occupational Health and Safety guidelines

Assessment instruments including personal planner and assessment record book

Access to a registered provider of assessment services

What is required to achieve consistency of performance

For valid and reliable assessment of this unit the competency should be demonstrated over a period of time and observed by the assessor The competency is to be demonstrated in a range of situations which may include involvement in related activities normally experienced in the workplace

Evidence of underpinning knowledge understanding of processes and principles can be gained through thorough questioning and by observation of previous work

Assessment against this unit may involve the following

Continuous assessment in a setting that simulates the conditions of performance described in the elements performance criteria and range of variables statement that make up the unit

Continuous assessment in the workplace taking into account the range of variables affecting performance

Selfassessment on the same terms as those described above

Simulated assessment or critical incident assessment provided that the critical incident involves assessment against performance criteria and an evaluation of underpinning knowledge and skill required to achieve the required performance outcomes

Key competency levels

There are a number of processes that are learnt throughout work and life which are required in all jobs They are fundamental processes and generally transferable to other work functions Some of these are covered by the key competencies although others may be added

Information below highlights how these processes are applied in this competency standard

perform the process

perform and administer the process

perform administer and design the process

How can communication of ideas and information be applied

Information and ideas with regard to developing an understanding of client expectations and requirements may be shared and discussed with colleagues supervisor andor clients

How can information be collected analysed and organised

Occupational Health and Safety standards quality assurance requirements manufacturers specifications and organisational policy and procedures may be accessed to ensure compliance

How are activities planned and organised

Work tasks may be prioritised and coordinated or sequenced as required to ensure availability of materials and meet agreed completion dates

How can team work be applied

Assistance may be provided among team members to carry out and fulfil quotation requirements

How can the use of mathematical ideas and techniques be applied

Mathematics may be applied as an aid to measure and calculate materials and labour

How can problem solving skills be applied

In the application of skills and knowledge to identify and resolve client complaints or to recognise service delivery complications

How can the use of technology be applied

To access company pricing schedules and company proformas for the preparation of estimates and quotes

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Range Statement

The Range of Variables provides information about the context in which the unit of competency is carried out. It allows for different work practices and work and knowledge requirements as well as for differences between organisations and workplaces. The following variables may be present for this particular unit:

Assessment may involve

discussions with client

visual inspections

review of client floor plans and supporting documentation

questioning police, insurance companies and other bodies.

Clients may include:

property agent

tenant

building supervisor

project manager

corporations

general public

government agencies.

Specialist system requirements may be:

use of special tools

system manuals and documentation

product training

software/hardware development.

Installation requirements may be:

use of special tools or equipment (e.g. drill, ladder, scaffolding, cherry picker

sub-contract labour.

Applicable legislation, codes and national standards may relate to:

relevant Commonwealth/State/Territory legislation which affect organisational operation:

Occupational Health and Safety

environmental issues

equal employment opportunity

industrial relations

anti-discrimination and diversity

licensing arrangements

Australian Standards, quality assurance and certification requirements

relevant industry Codes of Practice

award and enterprise agreements

trade practices

privacy requirements.

Organisational requirements may relate to:

legal and organisational policy and procedures including personnel practices and guidelines

organisational goals, objectives, plans, systems and processes

legislation relevant to the operation, incident and/or response

employer and employee rights and responsibilities

business and performance plans

policies and procedures relating to own role, responsibility and delegation

quality and continuous improvement processes and standards

client service standards

defined resource parameters

Occupational Health and Safety policies, procedures and programs

emergency and evacuation procedures

duty of care, code of conduct, code of ethics

access and equity policy, principles and practice

records and information systems and processes

communication channels and reporting procedures.

Manufacturers specifications may be found in:

printed instruction leaflets

operators manuals

equipment specifications

attachments to equipment

plans and diagrams

warranty documents.

Security systems may be:

electronic

mechanical

computerised

procedural.

Rate schedules may include:

labour rates

standard unit costs

standard equipment costs

standard materials costs

standard installation costs

standard service costs

standard monitoring costs.

Possible problems may include:

insurance

time penalties

disputes

availability

delivery

competencies

restricted site access

building progress

weather and environmental conditions

cash flow.

Quotations are written and may include:

company identification information

results of security assessment

client brief

recommended security system and agreed security system

system capabilities

system specifications and configuration

equipment and/or system type

equipment locations and positions

service and maintenance

limits of system

costs, timelines, warranty/guarantee/liability terms and conditions if applicable

suitable sign-off arrangements by company and client

terms of trade.

Changes or variations may include:

changes and variations in cost, equipment, services

changes and variations in installation, monitoring

changes and variations in starting and/or completion dates

variations of warranty/guarantee/liability terms and conditions

variations in exclusions and terms of trade.

The Range of Variables provides information about the context in which the unit of competency is carried out. It allows for different work practices and work and knowledge requirements as well as for differences between organisations and workplaces. The following variables may be present for this particular unit:

Assessment may involve

discussions with client

visual inspections

review of client floor plans and supporting documentation

questioning police, insurance companies and other bodies.

Clients may include:

property agent

tenant

building supervisor

project manager

corporations

general public

government agencies.

Specialist system requirements may be:

use of special tools

system manuals and documentation

product training

software/hardware development.

Installation requirements may be:

use of special tools or equipment (e.g. drill, ladder, scaffolding, cherry picker

sub-contract labour.

Applicable legislation, codes and national standards may relate to:

relevant Commonwealth/State/Territory legislation which affect organisational operation:

Occupational Health and Safety

environmental issues

equal employment opportunity

industrial relations

anti-discrimination and diversity

licensing arrangements

Australian Standards, quality assurance and certification requirements

relevant industry Codes of Practice

award and enterprise agreements

trade practices

privacy requirements.

Organisational requirements may relate to:

legal and organisational policy and procedures including personnel practices and guidelines

organisational goals, objectives, plans, systems and processes

legislation relevant to the operation, incident and/or response

employer and employee rights and responsibilities

business and performance plans

policies and procedures relating to own role, responsibility and delegation

quality and continuous improvement processes and standards

client service standards

defined resource parameters

Occupational Health and Safety policies, procedures and programs

emergency and evacuation procedures

duty of care, code of conduct, code of ethics

access and equity policy, principles and practice

records and information systems and processes

communication channels and reporting procedures.

Manufacturers specifications may be found in:

printed instruction leaflets

operators manuals

equipment specifications

attachments to equipment

plans and diagrams

warranty documents.

Security systems may be:

electronic

mechanical

computerised

procedural.

Rate schedules may include:

labour rates

standard unit costs

standard equipment costs

standard materials costs

standard installation costs

standard service costs

standard monitoring costs.

Possible problems may include:

insurance

time penalties

disputes

availability

delivery

competencies

restricted site access

building progress

weather and environmental conditions

cash flow.

Quotations are written and may include:

company identification information

results of security assessment

client brief

recommended security system and agreed security system

system capabilities

system specifications and configuration

equipment and/or system type

equipment locations and positions

service and maintenance

limits of system

costs, timelines, warranty/guarantee/liability terms and conditions if applicable

suitable sign-off arrangements by company and client

terms of trade.

Changes or variations may include:

changes and variations in cost, equipment, services

changes and variations in installation, monitoring

changes and variations in starting and/or completion dates

variations of warranty/guarantee/liability terms and conditions

variations in exclusions and terms of trade.

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