This unit has application to those job functions such as an insurance assessor and may be applied within organisations of various sizes and across a range of customer bases.

ELEMENT

PERFORMANCE CRITERIA

1. Estimate time requirements for jobs

1.1. Time estimates for job requirements are calculated based on industry times, staff estimates, standard service/repair times, relevant specifications, and subcontracted work time

1.2. Repair times are estimated and taken into account in consideration of whether repair is a viable option

1.3. Turn-around times for work completed by subcontractor are incorporated into total time estimates

2. Determine availability/source of parts/materials

2.1. Viability of replacement compared to repair is ascertained to meet appropriate standards and legal requirements where appropriate

2.2. Parts/material requirements are determined to ensure cost constraints are met

2.3. Availability of parts/materials and consumables is determined where required

3. Identify subcontract repair work costs for incorporation into the total estimated cost

3.1. Estimate is documented appropriately

3.2. Relevant repair requirements, scope of works, procedures and costs are documented in a logical order

3.3. Repair requirements are documented in detail whenever possible

3.4. Potential variations are noted on the estimate

4. Estimate total job costs

4.1. External repairers/service providers are given a clear outline of the work and time requirements of the job

4.2. Parts/materials and consumables are costed according to industry and/or enterprise pricing standards

4.3. Job cost estimate is documented and agreed with repairers/external service providers

4.4. Repair is approved or total loss settlement is agreed to in accordance with organisation procedures and legislation

4.5. The final estimate is documented

4.6. Variations estimate is prepared if required

Required skills

communication skills to:

determine and confirm information, using questioning and active listening as required

liaise with others, share information, listen and understand

use language and concepts appropriate to cultural differences

numeracy and IT skills to:

check accuracy of claims data, estimate the cost of a job and variations if required

perform calculations related to achieving required outcomes

use computer applications (word processing, spreadsheet, database, specific purpose computer systems) to assist in achieving required outcomes

access and update records electronically

access web-based information services

literacy skills to read and interpret documentation from a variety of sources and record and consolidate relevant related information

research and analysis skills for accessing and interpreting relevant information

effective interpersonal skills

organisational skills, including the ability to plan and sequence work

literacy skill to read and interpret forms relating to insurance claims, technical and other related documents

Required knowledge

compliance requirements

contract law relating to insurance repairs

estimating principles

sale-contracting principles

technical knowledge of vehicles and/or buildings

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.

Overview of assessment

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

Evidence of the ability to:

accurately estimate time required for jobs

determine availability/source of parts/materials

identify subcontract repair work costs for incorporation into the total estimated cost

estimate total job costs.

Context of and specific resources for assessment

Assessment must ensure:

competency is demonstrated in the context of the work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment

access to and the use of a range of common office equipment, technology, software and consumables

access to organisation records

access to organisational policies and procedures.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples, in combination, are appropriate for this unit:

evaluating an integrated activity, which combines the elements of competency for the unit, or a cluster of related units of competency

observing processes and procedures in workplaces

verbal or written questioning on underpinning knowledge and skills

evaluating samples of work

accessing and validating third party reports.

Guidance information for assessment

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.

External repairers/service providers may be:

other departments

specialist businesses, such as towing and salvage contractors, repairers and investigators.

Unit sector

Insurance general

This unit contains employability skills.