CPPSEC3047A
Provide estimate and quote on security system

This unit of competency specifies the outcomes required to provide an estimate and quote on security systems to clients. It requires the ability to identify client security requirements and prepare an accurate quote which provides full details of security equipment and system provisions. It also requires an ability to interpret plans, designs and specifications and calculate labour and material costs. This unit may form part of the licensing requirements for persons engaged in the provision and installation of security equipment or systems in those states and territories where these are regulated activities.

Application

This unit of competency has application to a range of technical security work roles in the security industry. Work is performed under limited supervision and competency requires some judgement and decision-making. The knowledge and skills described in this unit are to be applied within relevant legislative and organisational guidelines


Prerequisites

Not Applicable


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

1Identify client requirements.

1.1 Security assessment is undertaken to identify client requirements in accordance with organisational procedures.

1.2 Security system and installation requirements are identified to meet client requirements.

1.3 Relevant Occupational Health and Safety (OHS), legislative and organisational requirements are identified and interpreted to ensure compliance.

1.4 Appropriate information is interpreted to identify correct resources for estimate and quote.

1.5 Ability to provide appropriate security system is assessed in accordance with client requirements.

2Estimate costs.

2.1 Organisational rate schedules are identified and used to establish pricing information.

2.2 Quotations for resources are obtained to ensure fair comparison between suppliers.

2.3 Resource availability and delivery dates are confirmed with supplier in accordance with organisational procedures.

2.4 Site inspection is conducted to identify installation requirements and contingencies for possible problems considered.

3Finalise quotation.

3.1 Quotation is prepared providing an accurate and concise summary of security system supply and installation costs.

3.2 Quotation is presented to client in accordance with agreed timeframes and organisational requirements for language, style and format.

3.3 Required changes or variations are negotiated to meet client and organisational requirements

3.4 Client file is created and documentation regularly updated and maintained in accordance with legislative requirements.

Required Skills

This section describes the skills and knowledge and their level required for this unit.

Required skills

basic analysis of information to identify problems and contingencies

complete workplace documentation and reports

information technology

literacy skills to understand and communicate security information (reading, writing, speaking, numeracy and listening)

numeracy skills to compare prices and accurately calculate estimates and quotations to return a profit where possible

personal skills to relate to people from a range of social, cultural and ethnic backgrounds and varying physical and mental abilities

present a professional image

problem solving and negotiation

questioning to check understanding

read and interpret plans, drawings and specifications.

Required knowledge

difference between negative and positive language

differences between written and spoken English

duty of care requirements

how to read and use body language to gain confidence of clients

how to safeguard confidential information

how to use business equipment to present information

legislation, regulations and contractual obligations applicable to the provision of quotations and installation of security systems

organisational policies and standards relating to the presentation of information for clients

organisational standards and procedures for client service

organisational standards for the presentation and maintenance of written information

procedures and channels for reporting information

rights and responsibilities of clients

types and functions of security equipment and systems.

Evidence Required

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

A person who demonstrates competency in this unit must be able to provide evidence of:

complying with organisational policies and procedures and relevant legislation in the development of quotations for the provision of security systems

conducting an assessment of client security needs to identify appropriate security system and installation requirements

confirming client requirements and system options from information gathered and discussing potential problems and contingencies

preparing and documenting accurate and detailed estimates and quotations for the provision and installation of security systems within agreed timeframes

using appropriate communication skills to liaise and negotiate system requirements and prices with clients and suppliers.

Context of and specific resources for assessment

Context of assessment includes:

a setting in the workplace or environment that simulates the conditions of performance described in the elements, performance criteria and range statement.

Resource implications for assessment include:

access to a registered provider of assessment services

access to a suitable venue and equipment

access to plain English version of relevant statutes and procedures

assessment instruments including personal planner and assessment record book

work schedules, organisational policies and duty statements.

Reasonable adjustments must be made to assessment processes where required for people with disabilities. This could include access to modified equipment and other physical resources, and the provision of appropriate assessment support.

Method of assessment

This unit of competency should be assessed using questioning of underpinning knowledge and skills.

Guidance information for assessment

Assessment processes and techniques must be culturally appropriate and suitable to the language, literacy and numeracy capacity of the candidate and the competency being assessed. In all cases where practical assessment is used, it should be combined with targeted questioning to assess the underpinning knowledge.

Oral questioning or written assessment may be used to assess underpinning knowledge. In assessment situations where the candidate is offered a choice between oral questioning and written assessment, questions are to be identical.

Supplementary evidence may be obtained from relevant authenticated correspondence from existing supervisors, team leaders or specialist training staff.


Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Assessment may involve:

discussions with client

questioning of police, insurance companies, government agencies and other relevant bodies

review of client floor plans and supporting documentation

visual inspections of client premises or building.

Security systemmay be:

computerised

electronic

mechanical

procedural

specialised (eg biometric).

Installation requirementsmay relate to:

cherry picker

commercial and residential alarm systems

drill

electronic equipment (eg screen equipment, video cameras and monitors)

ladder

scaffolding

specialist tools or equipment

sub-contract labour.

Organisational requirementsmay relate to:

access and equity policies, principles and practices

business and performance plans

client service standards

code of conduct, code of ethics

communication and reporting procedures

complaint and dispute resolution procedures

emergency and evacuation procedures

employer and employee rights and responsibilities

OHS policies, procedures and programs

own role, responsibility and authority

personal and professional development

privacy and confidentiality of information

quality assurance and continuous improvement processes and standards

resource parameters and procedures

roles, functions and responsibilities of security personnel

storage and disposal of information.

Occupational Health and Safety (OHS) requirementsmay relate to:

controlling and minimising risks

correct manual handling including shifting, lifting and carrying

first aid

identifying and reporting hazards and risks

knowledge of emergency and evacuation procedures

transporting and storing dangerous goods

using and maintaining equipment:

business equipment and technology

communications equipment and technology

personal protection equipment

security equipment and technology

using and storing hazardous materials and substances.

Legislative requirementsmay relate to:

applicable commonwealth, state and territory legislation which affects work such as:

workplace safety

environmental issues

equal employment opportunity

industrial relations

anti-discrimination and diversity

Australian building codes and regulations

Australian Communications Authority cabling standards

Australian standards and quality assurance requirements

award and enterprise agreements

evidence collection

freedom of information

licensing arrangements and certification requirements

privacy requirements

relevant industry codes of practice

telecommunications

trade practices.

Appropriate informationmay be:

drawings

plans and schematics

texts.

Resourcesmay be:

equipment

labour

materials.

Organisational rate schedulesmay relate to:

industry based labour rates

insurance

organisational labour rates

standard equipment costs

standard installation costs

standard materials costs

standard monitoring costs

standard service costs

standard unit costs.

Installation requirementsmay relate to:

cherry picker

commercial and residential alarm systems

drill

electronic equipment (eg screen equipment, video cameras and monitors)

ladder

scaffolding

specialist tools or equipment

sub-contract labour.

Possible problemsmay relate to:

availability, delivery

cash flow

crowds

equipment or system faults

insurance, time penalties, disputes

limited access to assistance and resources

own skills and knowledge

problems with security or communication equipment

restricted site access, building progress

risks and hazards

vehicles

weather and environment conditions.

Quotationsare written and may include:

client brief

company identification information

contractual arrangements

cost breakdown

equipment or system locations and positions

equipment or system type

parameters of system capabilities

recommended and agreed security system

results of security assessment

service and maintenance needs

suitable sign-off arrangements

system capabilities

system specifications and configuration

terms of trade

timelines for provision and installation

warranty, guarantee, liability and terms and conditions.

Changes or variationsmay relate to:

changes in cost

delays

exclusions

installation

monitoring

revised or additional services

revised or new equipment or system needs

service and product warranty, guarantee, liability and terms and conditions

service commencement or completion dates

terms of trade.

Documentationmay include:

client details

documented quotation

records of client and supplier communication including actions taken

security equipment or system options and costs

supplier information.


Sectors

Unit sector

Security


Competency Field

Technical security


Employability Skills

This unit contains employability skills.


Licensing Information

Refer to Unit Descriptor