Application
This unit of competency describes the outcomes required to estimate resource requirements for the manufacture of products for a customer.
The unit applies to timber manufactured products’ technician and customer service operators who calculate costs including labor, materials and time requirements and provide quotations to customers for an individual customer job.
No licensing, legislative, regulatory, or certification requirements apply to this unit at the time of publication.
Elements and Performance Criteria
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. |
1. Source information for quotations | 1.1 Obtain information on customer requirements and where required discuss with relevant personnel and customer. 1.2 Assess product information for suitability to customer requirements. 1.3 Determine delivery point and methods of transportation in line with organisational procedures. 1.4 Source, select and interpret product costing information. 1.5 Record all details in line with organisational procedures. |
2. Estimate materials, time and labour | 2.1 Estimate types and quantities of materials required for product manufacture. 2.2 Estimate labour and other resource requirements to manufacture product and to provide required services. 2.3 Document estimate for manufacture and service provision and check against customer requirements. |
3. Calculate and document customer cost | 3.1 Calculate costs for total materials, labour and overheads in line with organisational procedures. 3.2 Calculate costs for services, transportation and fees. 3.3 Apply mark-up, in line with organisational procedures, and determine total cost to customer. 3.4 Document details of calculations and customer cost in line with organisational formats. |
4. Check costing details and prepare quotation | 4.1 Check costs and calculations against product and service components and customer requirements. 4.2 Prepare and provide quotation to customer in line with organisational procedures and formats. 4.3 Complete and maintain accurate records of quotations in line with organisational procedures. |
Evidence of Performance
A person demonstrating competency in this unit must satisfy all of the elements, performance criteria and foundation skills of this unit.
prepare and present quotations for custom made products chosen from the following list:
stairs
doors
windows
frames
beams
roof trusses
floor systems
wall frames
sample quotations must include calculations for:
labor
materials
overheads
delivery and transportation
installation
Evidence of Knowledge
A person competent in this unit must be able to demonstrate knowledge of:
primary components of consumer protection laws that relate to the provision of quotations and organisational responsibility for:
nominating and charging cancellation fees
providing information on potential price increases
providing refunds
supplying products as described or substituting suitable products when unable
industry and specific organisational:
quotation systems
sources of costs for materials and labor to manufacture and install
sources of information on overheads and how overheads are applied to individual quotes
delivery types and costs
types of fees charged and sources of fee amounts
mark
formats for and inclusions of quotations presented to customers
procedures for documenting calculations, communicating quotations to customers and maintaining records.
Assessment Conditions
The following resources must be made available:
computers, keyboards and printers
industry current software programs used to prepare and provide quotations
customer briefs on which to quote, including product requirements and special requests
product and other organisational information, either electronic or hard copy:
in-house price lists, product description sheets or manuals
costs for materials and labor to manufacture and install
schedule of overhead costs
delivery types and costs
schedule of fees
template:
customer files
quotations
organisational procedures for:
applying mark-ups
charging fees
preparing and presenting quotations
documenting calculations, communicating quotations to customers and maintaining records
relevant personnel for the purposes of communicating information
current plain English regulatory documents distributed by government regulators for consumer protection law.
Competency is to be assessed in the workplace or a simulated environment that accurately reflects performance in a real workplace setting.
Assessor requirements
Assessors must:
hold the appropriate assessor competency standards as outlined in regulations; and
be able to demonstrate vocational competencies at least to the level being assessed; and
be able to demonstrate how they are continuing to develop their VET knowledge and skills as well as maintaining their industry currency and assessor competence.
Foundation Skills
This section describes those core and employment skills that are essential to performance and are not explicit in the performance criteria. | |
Numeracy skills to: | interpret routine product and costing information and calculate routine customer supply costs interpret and calculate organisational mark-up rates calculate the final customer cost and present accurate figures in quotations. |
Oral communication skills to: | ask questions and actively listen to clarify customer requirements. |
Reading skills to: | interpret organisational procedures for WHS and quotation preparation interpret the content of sometimes unfamiliar and detailed product information documents, including: in-house price lists, product description sheets or manuals supplier price lists, product description sheets or manuals interpret pre-existing customer records: sales notes product requirements and special requests. |
Writing skills to: | develop, document and present complex quotations in a clear format provide clear and unambiguous information about: product and service options, inclusions and costs quotation conditions and limitations. |
Planning and organising skills to: | prepare quotations in logical sequence and manage own timing and productivity to complete quotations within deadlines. |
Problem-solving skills to: | identify and resolve mistakes in calculations. |
Technology skills to: | use a computer, keyboard and software to prepare and provide quotations. |
Range Statement
Not Applicable
Sectors
Timber Manufactured Products
Timber Merchandising