Elements

Performance Criteria

Elements describe the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions section

1. Determine customer requirements

1.1 Customer requirements are established and job parameters specified according to workplace procedures

1.2 Customer requirements are compared with existing workplace products and services

1.3 Variations required by the customer are established

2. Estimate the job

2.1 Variations from standard workplace product or service are identified and estimated

2.2 Additional processes, parts and skills required to meet customer requirements are estimated

2.3 Workplace job costing procedures, including cost-reduction initiatives, are used to estimate materials, parts, labour and equipment costs for the job

2.4 Estimates for contingencies and changed work requirements are included in the total job cost

3. Document and confirm quotation

3.1 Quotation is prepared and confirmed with client according to workplace procedures

3.2 Customer purchase and payment arrangements are negotiated

3.3 Changes and variations are negotiated to meet customer and workplace needs

3.4 Workplace record and customer file are processed according to workplace procedures

Skills

Description

Reading skills to:

identify job and customer requirements

interpret workplace procedures and specifications relating to quotation.

Writing skills to:

produce job requirements and material lists

legibly complete quotation, associated workplace records and customer file.

Oral communication skills to:

communicate and negotiate with customers.

Numeracy skills to:

identify customer specifications

determine job budget including, materials, parts, labour and equipment costs

estimate contingencies and changed work requirements

produce a quotation that has mathematical information legibly embedded.

Planning and organising skills to:

determine order and timing of processes.

Problem-solving skills to:

determine process needed to fulfil customer product or service requirements.

This section specifies 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. Bold italicised wording, if used in the performance criteria, is detailed below.

Cost-reduction initiatives must include:

continuous improvement programs

waste avoidance.