Prerequisites
Nil | ||
Elements and Performance Criteria
ELEMENT | PERFORMANCE CRITERIA |
1. Gather information | 1.1. Details of customer requirements are obtained through discussion with customer or from information supplied 1.2. Details of products and/or services to be provided are developed 1.3. Delivery point and methods of transportation are determined where necessary 1.4. Details are recorded in accordance with enterprise practice |
2. Estimate materials, time and labour | 2.1. Types and quantities of materials required for product manufacture are estimated 2.2. Labour requirements to achieve product manufacture and perform required services are estimated 2.3. Time requirements to manufacture and/or install item and perform required services are estimated |
3. Calculate costs | 3.1. Total materials, labour and overhead costs are calculated in accordance with enterprise procedures 3.2. Total job cost is calculated, including overheads and mark-up percentages 3.3. Final cost to customer is calculated |
4. Document details and verify where necessary | 4.1. Details of costs and charges are documented in accordance with enterprise practice 4.2. Costs, calculations or other details are verified in accordance with enterprise practice 4.3. Customer quotation is prepared 4.4. Details are documented for future reference in accordance with enterprise practice |
Required Skills
|
Required skills |
collect, organise and understand information related to work orders, costs and government charges communicate ideas and information to enable confirmation of work requirements and specifications and the reporting of work outcomes and problems complete an outline plan of activities, including the preparation and layout of the worksite, the obtaining of equipment and materials, and the avoidance of back tracking, work flow interruptions or wastage work with others and in a team by recognising dependencies and using cooperative approaches to optimise work flow and productivity use mathematical ideas and techniques to correctly complete measurements, estimate material, labour and overhead requirements and accurately cost the product/service use checking techniques to anticipate and overcome costing problems use workplace technology related to the estimation and validation of job costs |
Required knowledge |
range of products and services offered by the enterprise enterprise or equivalent costing procedures components of overheads costs components of labour costs labour rates and approximate costs of products and materials basic mathematical processes |
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 of Evidence | Interpret specifications and instructions for products and materials to be used Interpret work orders Document and communicate work-related information including: customer requirements products, materials and labour required costing calculations for products, materials and labour special conditions Use of calculators, computer programs and other aids in the estimation and cost calculation processes Estimate and cost three varied jobs including: estimate quantities of material required determine the types and amount of labour required to complete the work estimate time required to complete the work estimate overheads associated with the job |
Resource Implications | Access is required to real or appropriately simulated situations involving estimation and costing of products and services. Access is required to specifications and costs of relevant of products, equipment and materials and information on labour costs and availability, safety procedures, regulations, quality standards, and enterprise procedures. Access is required to all necessary facilities and associated equipment including calculators, computers and relevant software. |
Method of Assessment | Assessment methods must confirm consistency of performance over time and in a range of workplace relevant contexts. Assessment should be by direct observation of tasks and questioning on underpinning knowledge. Assessment should be conducted over time and may be in conjunction with assessment of other units of competency. |
Context of Assessment | Assessment may occur on the job or in a workplace simulated facility with relevant process, equipment, materials, work instructions and deadlines. |
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. | |
Unit scope | The estimation and job costing covered here is to be that undertaken by a tradesperson in relation to a sector product for a single client or customer The client or customer may be external or internal Estimation and costing is to include overheads, labour and materials |
Unit context | OHS requirements include legislation, building codes, material safety management systems, hazardous substances and dangerous goods codes and local safe operating procedures Work is carried out in accordance with legislative obligations, environmental legislation, relevant health regulations, manual handling procedures and organisation insurance requirements |
Workplace context | Work organisation procedures and practices relating to the provision of information and preparation of quotations Reporting actions which may include: verbal and written communication in accordance with enterprise policies and procedures Oral, written or visual communication including: completion of standard forms, interpretation of information and instructions associated with workplace activities, and recording and reporting of work outcomes Use of calculators and/or computers running appropriate software for estimating and calculating necessary details |
Information and procedures | Enterprise work orders and instructions Industry codes and symbols Product designs, patterns and prototypes Building/architectural plans Australian, international and enterprise quality standards and procedures Work scheduling documentation Job procedures |
Sectors
Unit sector | Generic |
Employability Skills
This unit contains employability skills. |
Licensing Information
Not applicable.