Application
Not applicable.
Prerequisites
Not applicable.
Elements and Performance Criteria
Elements and Performance Criteria | |||
Element | Performance Criteria | ||
1 | Identify customer needs | 1.1 | Security assessment is undertaken in accordance with organisational requirements to determine client requirements |
1.2 | Specialised system requirements of clients are identified and installation requirements are considered in accordance with legislative and organisational requirements | ||
1.3 | Occupational Health and Safety standards, statutory requirements, Australian Standards, manufacturers specifications and organisational requirements are interpreted | ||
1.4 | Appropriate plans, drawings and texts are interpreted in order to identify correct size, type and quantity of material and equipment for estimation | ||
1.5 | Ability to provide client security system is assessed in accordance with client security requirements and organisational and legal requirements | ||
2 | Estimate costs | 2.1 | Organisation's rate schedules and / or industry based labour rates and conditions are identified and applied to establish costings according to organisational policy and procedures |
2.2 | Where equipment or materials are to be obtained from a supplier, quotations are obtained to ensure fair comparisons between suppliers | ||
2.3 | Equipment, materials and other relevant items availability and delivery dates are confirmed with supplier, where required | ||
2.4 | Site inspection is carried out to identify installation method and possible problems are considered and allowances for contingencies are made based on findings | ||
2.5 | Costs estimated plan to return a profit on provision of security systems to client requirements where appropriate | ||
3 | Document and confirm quotation with client | 3.1 | Quotation is prepared providing clear and concise information including all details of security system to be provided in accordance with organisational requirements |
3.2 | Quotation is presented promptly to client which reflects client security requirements according to organisational requirements and accepted timeframes | ||
3.3 | Client is consulted and any changes or variations are negotiated to meet client and organisational requirements | ||
3.4 | Client file is created and required documentation is accurately updated to include all relevant details in accordance with organisational policy and procedures |
Required Skills
Not applicable.
Evidence Required
The Evidence Guide identifies the requirements to be demonstrated to confirm competence for this unit. Assessment must confirm sufficient ability to use appropriate skills and knowledge to provide an estimate and quote on security systems. Assessment of performance should be over a period of time covering all categories within the Range of Variables statements that are applicable in the learning environment.
What critical aspects are required for evidence of competency?
Determine security equipment requirements for provision of security system.
Determine prices and estimates for labour, equipment, materials and other relevant items.
Determine availability of equipment/materials.
Calculate estimations to return a profit where appropriate.
Ensure estimates allow for provision of security system which meets client requirements.
Prepare accurate quotes for clients which provide full details of security equipment/system provision.
What specific knowledge is needed to achieve the performance criteria?
Knowledge and understanding are essential to apply this standard in the workplace, to transfer the skills to other contexts and to deal with unplanned events. The knowledge requirements for this competency standard are listed below:
legislation and regulations applicable to quoting and providing security equipment/system services
organisational policies and procedures (personal presentation, documentation procedures, records and information systems)
types and functions of security equipment and systems
requirements of company pricing including schedules, policy and procedures
computer applications in relation to costing
contractual requirements for estimating and quoting for service provision
principles of duty of care, code of conduct and code of ethics
organisational policies and procedures related to the analysis of client requirements and selection of services
rights and responsibilities of customers.
What specific skills are needed to achieve the performance criteria?
To achieve the performance criteria, some specific skills are required. These include the ability to:
accurately record and report information
present a professional image to members of the public and colleagues
apply active listening and questioning techniques
handle customer complaints courteously
communicate effectively with and relate to people from different social, cultural and ethnic backgrounds and of varying physical and mental abilities
calculate time, measurements and quantities
operate a computer
read and interpret plans, designs and specifications
organise work utilising time management skills
comply with relevant legislative and regulatory requirements.
What resources may be required for assessment?
Access to a suitable venue and access to designs and specifications, unit prices of equipment, materials and labour to make an estimate.
Case studies.
Occupational Health and Safety guidelines.
Assessment instruments, including personal planner and assessment record book.
Access to a registered provider of assessment services.
What is required to achieve consistency of performance?
For valid and reliable assessment of this unit, the competency should be demonstrated over a period of time and observed by the assessor. The competency is to be demonstrated in a range of situations, which may include involvement in related activities normally experienced in the workplace.
Evidence of underpinning knowledge understanding of processes and principles can be gained through thorough questioning and by observation of previous work.
Assessment against this unit may involve the following:
Continuous assessment in a setting that simulates the conditions of performance described in the elements, performance criteria and range of variables statement that make up the unit.
Continuous assessment in the workplace, taking into account the range of variables affecting performance.
Self-assessment on the same terms as those described above.
Simulated assessment or critical incident assessment, provided that the critical incident involves assessment against performance criteria and an evaluation of underpinning knowledge and skill required to achieve the required performance outcomes.
Key competency levels
There are a number of processes that are learnt throughout work and life which are required in all jobs. They are fundamental processes and generally transferable to other work functions. Some of these are covered by the key competencies, although others may be added.
Information below highlights how these processes are applied in this competency standard.
1 - perform the process
2 - perform and administer the process
3 - perform, administer and design the process
How can communication of ideas and information be applied? (2)
Information and ideas with regard to developing an understanding of client expectations and requirements may be shared and discussed with colleagues, supervisor and/or clients.
How can information be collected, analysed and organised? (2)
Occupational Health and Safety standards, quality assurance requirements, manufacturers specifications and organisational policy and procedures may be accessed to ensure compliance.
How are activities planned and organised? (2)
Work tasks may be prioritised and coordinated or sequenced as required to ensure availability of materials and meet agreed completion dates.
How can team work be applied? (2)
Assistance may be provided among team members to carry out and fulfil quotation requirements.
How can the use of mathematical ideas and techniques be applied? (2)
Mathematics may be applied as an aid to measure and calculate materials and labour.
How can problem solving skills be applied? (2)
In the application of skills and knowledge to identify and resolve client complaints or to recognise service delivery complications.
How can the use of technology be applied? (1)
To access company pricing schedules and company pro-formas for the preparation of estimates and quotes.
The Evidence Guide identifies the requirements to be demonstrated to confirm competence for this unit. Assessment must confirm sufficient ability to use appropriate skills and knowledge to provide an estimate and quote on security systems. Assessment of performance should be over a period of time covering all categories within the Range of Variables statements that are applicable in the learning environment.
What critical aspects are required for evidence of competency?
Determine security equipment requirements for provision of security system.
Determine prices and estimates for labour, equipment, materials and other relevant items.
Determine availability of equipment/materials.
Calculate estimations to return a profit where appropriate.
Ensure estimates allow for provision of security system which meets client requirements.
Prepare accurate quotes for clients which provide full details of security equipment/system provision.
What specific knowledge is needed to achieve the performance criteria?
Knowledge and understanding are essential to apply this standard in the workplace, to transfer the skills to other contexts and to deal with unplanned events. The knowledge requirements for this competency standard are listed below:
legislation and regulations applicable to quoting and providing security equipment/system services
organisational policies and procedures (personal presentation, documentation procedures, records and information systems)
types and functions of security equipment and systems
requirements of company pricing including schedules, policy and procedures
computer applications in relation to costing
contractual requirements for estimating and quoting for service provision
principles of duty of care, code of conduct and code of ethics
organisational policies and procedures related to the analysis of client requirements and selection of services
rights and responsibilities of customers.
What specific skills are needed to achieve the performance criteria?
To achieve the performance criteria, some specific skills are required. These include the ability to:
accurately record and report information
present a professional image to members of the public and colleagues
apply active listening and questioning techniques
handle customer complaints courteously
communicate effectively with and relate to people from different social, cultural and ethnic backgrounds and of varying physical and mental abilities
calculate time, measurements and quantities
operate a computer
read and interpret plans, designs and specifications
organise work utilising time management skills
comply with relevant legislative and regulatory requirements.
What resources may be required for assessment?
Access to a suitable venue and access to designs and specifications, unit prices of equipment, materials and labour to make an estimate.
Case studies.
Occupational Health and Safety guidelines.
Assessment instruments, including personal planner and assessment record book.
Access to a registered provider of assessment services.
What is required to achieve consistency of performance?
For valid and reliable assessment of this unit, the competency should be demonstrated over a period of time and observed by the assessor. The competency is to be demonstrated in a range of situations, which may include involvement in related activities normally experienced in the workplace.
Evidence of underpinning knowledge understanding of processes and principles can be gained through thorough questioning and by observation of previous work.
Assessment against this unit may involve the following:
Continuous assessment in a setting that simulates the conditions of performance described in the elements, performance criteria and range of variables statement that make up the unit.
Continuous assessment in the workplace, taking into account the range of variables affecting performance.
Self-assessment on the same terms as those described above.
Simulated assessment or critical incident assessment, provided that the critical incident involves assessment against performance criteria and an evaluation of underpinning knowledge and skill required to achieve the required performance outcomes.
Key competency levels
There are a number of processes that are learnt throughout work and life which are required in all jobs. They are fundamental processes and generally transferable to other work functions. Some of these are covered by the key competencies, although others may be added.
Information below highlights how these processes are applied in this competency standard.
1 - perform the process
2 - perform and administer the process
3 - perform, administer and design the process
How can communication of ideas and information be applied? (2)
Information and ideas with regard to developing an understanding of client expectations and requirements may be shared and discussed with colleagues, supervisor and/or clients.
How can information be collected, analysed and organised? (2)
Occupational Health and Safety standards, quality assurance requirements, manufacturers specifications and organisational policy and procedures may be accessed to ensure compliance.
How are activities planned and organised? (2)
Work tasks may be prioritised and coordinated or sequenced as required to ensure availability of materials and meet agreed completion dates.
How can team work be applied? (2)
Assistance may be provided among team members to carry out and fulfil quotation requirements.
How can the use of mathematical ideas and techniques be applied? (2)
Mathematics may be applied as an aid to measure and calculate materials and labour.
How can problem solving skills be applied? (2)
In the application of skills and knowledge to identify and resolve client complaints or to recognise service delivery complications.
How can the use of technology be applied? (1)
To access company pricing schedules and company pro-formas for the preparation of estimates and quotes.
Range Statement
The Range of Variables provides information about the context in which the unit of competency is carried out. It allows for different work practices and work and knowledge requirements as well as for differences between organisations and workplaces. The following variables may be present for this particular unit:
Assessment may involve
discussions with client
visual inspections
review of client floor plans and supporting documentation
questioning police, insurance companies and other bodies.
Clients may include:
property agent
tenant
building supervisor
project manager
corporations
general public
government agencies.
Specialist system requirements may be:
use of special tools
system manuals and documentation
product training
software/hardware development.
Installation requirements may be:
use of special tools or equipment (e.g. drill, ladder, scaffolding, cherry picker
sub-contract labour.
Applicable legislation, codes and national standards may relate to:
relevant Commonwealth/State/Territory legislation which affect organisational operation:
Occupational Health and Safety
environmental issues
equal employment opportunity
industrial relations
anti-discrimination and diversity
licensing arrangements
Australian Standards, quality assurance and certification requirements
relevant industry Codes of Practice
award and enterprise agreements
trade practices
privacy requirements.
Organisational requirements may relate to:
legal and organisational policy and procedures including personnel practices and guidelines
organisational goals, objectives, plans, systems and processes
legislation relevant to the operation, incident and/or response
employer and employee rights and responsibilities
business and performance plans
policies and procedures relating to own role, responsibility and delegation
quality and continuous improvement processes and standards
client service standards
defined resource parameters
Occupational Health and Safety policies, procedures and programs
emergency and evacuation procedures
duty of care, code of conduct, code of ethics
access and equity policy, principles and practice
records and information systems and processes
communication channels and reporting procedures.
Manufacturers specifications may be found in:
printed instruction leaflets
operators manuals
equipment specifications
attachments to equipment
plans and diagrams
warranty documents.
Security systems may be:
electronic
mechanical
computerised
procedural.
Rate schedules may include:
labour rates
standard unit costs
standard equipment costs
standard materials costs
standard installation costs
standard service costs
standard monitoring costs.
Possible problems may include:
insurance
time penalties
disputes
availability
delivery
competencies
restricted site access
building progress
weather and environmental conditions
cash flow.
Quotations are written and may include:
company identification information
results of security assessment
client brief
recommended security system and agreed security system
system capabilities
system specifications and configuration
equipment and/or system type
equipment locations and positions
service and maintenance
limits of system
costs, timelines, warranty/guarantee/liability terms and conditions if applicable
suitable sign-off arrangements by company and client
terms of trade.
Changes or variations may include:
changes and variations in cost, equipment, services
changes and variations in installation, monitoring
changes and variations in starting and/or completion dates
variations of warranty/guarantee/liability terms and conditions
variations in exclusions and terms of trade.
The Range of Variables provides information about the context in which the unit of competency is carried out. It allows for different work practices and work and knowledge requirements as well as for differences between organisations and workplaces. The following variables may be present for this particular unit:
Assessment may involve
discussions with client
visual inspections
review of client floor plans and supporting documentation
questioning police, insurance companies and other bodies.
Clients may include:
property agent
tenant
building supervisor
project manager
corporations
general public
government agencies.
Specialist system requirements may be:
use of special tools
system manuals and documentation
product training
software/hardware development.
Installation requirements may be:
use of special tools or equipment (e.g. drill, ladder, scaffolding, cherry picker
sub-contract labour.
Applicable legislation, codes and national standards may relate to:
relevant Commonwealth/State/Territory legislation which affect organisational operation:
Occupational Health and Safety
environmental issues
equal employment opportunity
industrial relations
anti-discrimination and diversity
licensing arrangements
Australian Standards, quality assurance and certification requirements
relevant industry Codes of Practice
award and enterprise agreements
trade practices
privacy requirements.
Organisational requirements may relate to:
legal and organisational policy and procedures including personnel practices and guidelines
organisational goals, objectives, plans, systems and processes
legislation relevant to the operation, incident and/or response
employer and employee rights and responsibilities
business and performance plans
policies and procedures relating to own role, responsibility and delegation
quality and continuous improvement processes and standards
client service standards
defined resource parameters
Occupational Health and Safety policies, procedures and programs
emergency and evacuation procedures
duty of care, code of conduct, code of ethics
access and equity policy, principles and practice
records and information systems and processes
communication channels and reporting procedures.
Manufacturers specifications may be found in:
printed instruction leaflets
operators manuals
equipment specifications
attachments to equipment
plans and diagrams
warranty documents.
Security systems may be:
electronic
mechanical
computerised
procedural.
Rate schedules may include:
labour rates
standard unit costs
standard equipment costs
standard materials costs
standard installation costs
standard service costs
standard monitoring costs.
Possible problems may include:
insurance
time penalties
disputes
availability
delivery
competencies
restricted site access
building progress
weather and environmental conditions
cash flow.
Quotations are written and may include:
company identification information
results of security assessment
client brief
recommended security system and agreed security system
system capabilities
system specifications and configuration
equipment and/or system type
equipment locations and positions
service and maintenance
limits of system
costs, timelines, warranty/guarantee/liability terms and conditions if applicable
suitable sign-off arrangements by company and client
terms of trade.
Changes or variations may include:
changes and variations in cost, equipment, services
changes and variations in installation, monitoring
changes and variations in starting and/or completion dates
variations of warranty/guarantee/liability terms and conditions
variations in exclusions and terms of trade.
Sectors
Not applicable.
Employability Skills
Not applicable.
Licensing Information
Not applicable.