The unit applies to the estimating and costing of products and services.

Discretion, initiative and judgement must be demonstrated on the job, either individually or in a team environment. Work may involve referral of matters to other workplace personnel. Work is undertaken according to established procedures involving a range of products, equipment and installation sites

Work may be conducted in small to large scale enterprises and may involve individual and team activities.

The application of this unit is according to OHS practices of the enterprise and workplace practices, which may include:

requirements prescribed by legislation, awards, agreements and conditions of employment

standard operating procedures

work instructions

oral, written and visual communication

quality practices, including responsibility for maintenance of own work quality and contribution to quality improvement of team or section output

housekeeping

tasks related to environmental protection, waste disposal, pollution control and recycling

This unit requires the application of skills associated with communicating information to and from customers on requirements, as well as an application of knowledge of production processes and operations. This unit also requires an ability to plan and estimate production requirements and calculate costs.

Prerequisites

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 services to be provided are developed.

1.3 Delivery point and methods of transportation are determined where necessary.

1.4 Details are recorded.

2 Estimate materials, labour and time

2.1 Types and quantities of materials required for work are estimated.

2.2 Labour requirements to perform required services are estimated.

2.3 Time requirements to perform required services are estimated.

3 Calculate costs

3.1 Total materials costs and labour costs are calculated.

3.2 Total job cost is calculated, including overheads and mark-up percentages.

3.3 Final cost to customer is calculated.

4 Document and verify details

4.1 Details of costs and charges are documented.

4.2 Costs, calculations and other details are verified by other enterprise personnel, as required.

4.3 Customer quotation is prepared.

4.4 Details are documented for future reference.

This describes the essential skills and knowledge and their level, required for this unit

Demonstrates knowledge of:

products and services offered by the enterprise

operating principles of products and equipment

workplace costing procedures

components of overheads costs

components of direct labour costs

workflow and manufacturing processes

basic mathematical processes

basic mathematical formulas

labour rates and approximate costs of products and materials

OHS practices, including hazard identification and control measures

quality standards and practices

workplace practices

recording and reporting practices

Demonstrates skills to:

locate and interpret technical information about products, materials, equipment and operating procedures

identify customer requirements

calculate amounts and sizes of materials

apply hourly rates for labour and overheads

estimate production times

calculate total costs of products or services

ascertain or estimate delivery, availability and timelines

read, interpret and follow information on work specifications, standard operating procedures and work instructions, and other reference material

maintain accurate records

communicate within the workplace

sequence operations

meet specifications

clarify and check task-related information

carry out work according to OHS practices

The Evidence Guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for the Training Package.

Critical aspects of evidence

Demonstrates skills and knowledge to:

interpret work orders

interpret specifications and instructions for products and materials to be used

estimate quantities of materials required

determine the types and amount of labour required to complete the work

estimate time required to complete the work

document and communicate work-related information, including customer requirements, products, materials and labour required, costing calculations for products, materials and labour, and special conditions

use calculators, computer programs and other aids in the estimation and cost calculation processes

Consistency in performance

Consistently applies skills and knowledge when:

organising work

completing tasks according to instructions

working systematically with attention to detail

identifying improvements and avoiding damage

using workplace practices

using OHS practices

recording and reporting accidents and incidents

assessing operational readiness of equipment

recognising and adapting to cultural differences in the workplace, including modes of behaviour and interactions

Resource implications

Access is required to real or appropriately simulated situations, including work areas, materials and equipment, and to information on workplace practices and OHS practices.

Context for assessment

Assessment may occur on the job or in an appropriately simulated environment.

Interdependent assessment

This unit may be assessed independently or in combination with other relevant units.

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. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs if the candidate, accessibility of the item, and local industry and regional contexts.

Legislative/regulatory requirements

All work must comply with relevant Federal and State or Territory legislative or regulatory requirements.

OHS practices

OHS practices include hazard identification and control, risk assessment and implementation of risk reduction measures specific to the tasks described by this unit, and may relate to:

manual handling techniques

standard operating procedures

personal protective equipment

safe materials handling

taking of rest breaks

ergonomic arrangement of workplaces

following marked walkways

safe storage of equipment

housekeeping

reporting accidents and incidents

environmental practices

Sector

All

This unit contains employability skills.