Application
This unit describes the skills and knowledge required to estimate the time requirements for jobs, gather cost estimates from external service providers, scope the jobs, and produce and document the estimates. It encompasses inspecting the vehicle or property to determine the cause and extent of damage for the preferred method of repair, and determining a preferred method or strategy for restoration or repair.
It applies to individuals who work within organisations of various sizes and across a range of customer bases.
Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.
Elements and Performance Criteria
ELEMENT | PERFORMANCE CRITERIA |
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. |
1. Estimate time requirements for jobs | 1.1 Calculate time estimates for job requirements based on industry times, staff estimates, standard service or repair times, relevant specifications and subcontracted work time 1.2 Estimate repair times and consider whether repair is a viable option 1.3 Incorporate turnaround times for work completed by subcontractor into total time estimates |
2. Determine availability and source of parts or materials | 2.1 Ascertain viability of replacement compared to repair to meet appropriate standards and legal requirements where appropriate 2.2 Determine parts or materials requirements to ensure cost constraints are met 2.3 Determine availability of parts or materials and consumables where required |
3. Identify subcontract repair work costs for incorporation into total estimated cost | 3.1 Document estimate appropriately 3.2 Document relevant repair requirements, scope of works, procedures and costs in logical order 3.3 Document repair requirements in detail whenever possible 3.4 Note potential variations on estimate |
4. Estimate total job costs | 4.1 Give external repairers or service providers clear outline of work and time requirements of job 4.2 Cost parts, materials and consumables according to industry and/or organisation pricing standards 4.3 Document and agree on job cost estimate with repairers or external service providers 4.4 Approve repair or total loss settlement in accordance with organisational procedures and legislation 4.5 Document final estimate and contract conditions 4.6 Prepare variations estimate if required |
Evidence of Performance
Evidence of the ability to:
accurately estimate time required for service and repair jobs by collating information relevant to specifications, industry standard service and repair timeframes, and staff estimates
determine availability and source of parts and materials
estimate total job costs incorporating costs relating to subcontractors, materials and parts
document relevant repair requirements, scope of works, procedures and costs in a logical order.
Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.
Evidence of Knowledge
To complete the unit requirements safely and effectively, the individual must:
describe relevant compliance requirements
describe contract law relating to insurance repairs
explain estimating principles
explain sale-contracting principles
describe processes to access subcontractors, materials and parts
outline effective negotiation techniques
describe key areas of technical knowledge of vehicles and/or buildings used in estimating jobs.
Assessment Conditions
Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the general insurance field of work and include access to:
organisational records, policy and procedures
common office equipment, technology, software and consumables.
Assessors must satisfy NVR/AQTF assessor requirements.
Foundation Skills
This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.
Skill | Performance Criteria | Description |
Reading | 1.1, 1.2, 2.1, 4.4 | Interprets, analyses and evaluates textual information from a range of sources and complexity levels |
Writing | 1.1 3.1-3.4, 4.1-4.6 | Generates clear and detailed textual and numerical information in a logical sequence to convey scope of requirements, timeframe and costs Uses text type and vocabulary appropriate to the audience, and legislative and organisational requirements to detail agreed final repair cost or settlement |
Oral Communication | 4.1, 4.3 | Participates effectively in verbal exchange using clear and direct language to convey requirements, and careful listening and questioning techniques to elicit and confirm the agreement of others |
Numeracy | 1.1-1.3, 2.1, 2.2, 3.1, 3.2, 3.4, 4.2, 4.4, 4.5, 4.6 | Uses developed mathematical knowledge to predict timeframes, identify, interpret and evaluate numerical information, and perform and document accurate calculations and variances |
Navigate the world of work | 2.1, 4.2, 4.4 | Takes personal responsibility for following explicit and implicit policies, procedures and legislative requirements |
Interact with others | 4.1, 4.3 | Selects and uses appropriate conventions and protocols when communicating with internal or external stakeholders to seek or share information |
Get the work done | 1.1, 1.2, 2.2, 2.3, 3.1-3.4, 4.1-4.6 | Plans, organises and implements routine and non-routine tasks, aiming to achieve them efficiently Systematically gathers and analyses all relevant information and evaluates options to make decisions about repair requirements that adhere to organisational and legislative requirements Uses digital technologies and systems to locate information, enter or update data and present information |
Sectors
Insurance general