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Evidence Guide: FPITMM3203B - Estimate and cost job

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

FPITMM3203B - Estimate and cost job

What evidence can you provide to prove your understanding of each of the following citeria?

Gather information

  1. Applicable Occupational Health and Safety (OHS), environmental, legislative and organisational requirements relevant to estimating and costing are identified and followed
  2. Details of customer requirements are obtained through discussion with customer or from information supplied
  3. Product information is assessed and communicated to appropriate personnel in line with customer requirements
  4. Delivery point and methods of transportation are determined in line with organisational procedures and environmental protection requirements
  5. Details are recorded in line with organisational practice
  6. Communication with others is established and maintained in line with OHS requirements
Applicable Occupational Health and Safety (OHS), environmental, legislative and organisational requirements relevant to estimating and costing are identified and followed

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Details of customer requirements are obtained through discussion with customer or from information supplied

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Product information is assessed and communicated to appropriate personnel in line with customer requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Delivery point and methods of transportation are determined in line with organisational procedures and environmental protection requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Details are recorded in line with organisational practice

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Communication with others is established and maintained in line with OHS requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Estimate materials, time and labour

  1. Types and quantities of materials required for product manufacture are estimated
  2. Resource requirements to achieve product manufacture and perform required services are estimated
  3. Completed estimate for product manufacture is documented and checked to match customer requirements
Types and quantities of materials required for product manufacture are estimated

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Resource requirements to achieve product manufacture and perform required services are estimated

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Completed estimate for product manufacture is documented and checked to match customer requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Calculate costs

  1. Total materials, labour and overhead costs are calculated in line with organisational procedures
  2. Total job cost is calculated, including overheads and mark-up percentages
  3. Final cost to customer is calculated in line with organisational procedures
Total materials, labour and overhead costs are calculated in line with organisational procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Final cost to customer is calculated in line with organisational procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Check and document details

  1. Details of costs and charges are documented in line with organisational practice
  2. Costs, calculations or other details are checked in line with organisational practice
  3. Customer quotation is prepared in line with organisational procedures
  4. Details are documented for future reference in line with organisational practice
Details of costs and charges are documented in line with organisational practice

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Costs, calculations or other details are checked in line with organisational practice

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Customer quotation is prepared in line with organisational procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Details are documented for future reference in line with organisational practice

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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

A person who demonstrates competency in this unit must be able to provide evidence that they can safely and efficiently estimate and cost jobs within organisational requirements

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

The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements of this unit and include demonstration of:

following applicable Commonwealth, State or Territory legislative and regulatory requirements and codes of practice relevant to estimating and costing

following organisational policies and procedures relevant to estimating and costing

effective communication and safe working practices

estimating and costing jobs on behalf of the organisation following established procedures

Context of and specific resources for assessment

Competency is to be assessed in the workplace or realistically simulated workplace

Assessment is to occur under standard and authorised work practices, safety requirements and environmental constraints

Assessment of required knowledge, other than confirmatory questions, will usually be conducted in an off-site context

Assessment is to follow relevant regulatory or Australian Standards requirements

The following resources should be made available:

workplace location or simulated workplace

materials and equipment relevant to undertaking work applicable to this unit

specifications and work instructions

Method of assessment

Assessment must satisfy the endorsed Assessment Guidelines of the FPI11 Training Package

Assessment methods must confirm consistency and accuracy of performance (over time and in a range of workplace relevant contexts) together with application of required knowledge

Assessment must be by direct observation of tasks, with questioning on required knowledge and it must also reinforce the integration of employability skills

Assessment methods must confirm the ability to access and correctly interpret and apply the required knowledge

Assessment may be applied under project-related conditions (real or simulated) and require evidence of process

Assessment must confirm a reasonable inference that competency is able not only to be satisfied under the particular circumstance, but is able to be transferred to other circumstances

Assessment may be in conjunction with assessment of other units of competency

The assessment environment should not disadvantage the candidate

Assessment practices should take into account any relevant language or cultural issues related to Aboriginality, gender or language backgrounds other than English

Where the participant has a disability, reasonable adjustment may be applied during assessment

Language and literacy demands of the assessment task should not be higher than those of the work role

Required Skills and Knowledge

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

Required skills

Technical skills sufficient to use and maintain relevant tools, machinery and equipment

Communication skills and interpersonal techniques sufficient to interact appropriately with colleagues and others in the workplace

Literacy skills sufficient to accurately record and report workplace information, and maintain documentation

Numeracy skills sufficient to safely estimate and cost materials, labour and overheads

Problem solving skills sufficient to identify problems and equipment faults and demonstrate appropriate response procedures

Required knowledge

Applicable Commonwealth, State or Territory legislation, regulations, standards, codes of practice and established safe practices relevant to the full range of processes for estimating and costing

Environmental protection requirements, including the safe disposal of waste material and minimising carbon emissions

Organisational and site standards, requirements, policies and procedures relevant to estimating and costing

Environmental risks and hazards

Using energy effectively and efficiently

Using material effectively and efficiently

Estimating and costing procedures

Product knowledge and production procedures

Staff salaries and overheads

Profit margins

Established communication channels and protocols

Problem identification and resolution strategies and common fault finding techniques

Types of tools and equipment and procedures for their safe use, operation and maintenance

Appropriate mathematical procedures for estimating and measuring, including calculating time to complete tasks

Procedures for recording and reporting workplace information

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.

OHSrequirements:

are to be in line with applicable Commonwealth, State or Territory legislation and regulations, and organisational safety policies and procedures, and may include:

personal protective equipment and clothing

safety equipment

first aid equipment

fire fighting equipment

hazard and risk control

fatigue management

elimination of hazardous materials and substances

manual handling including shifting, lifting and carrying

Environmental requirements may include:

legislation

organisational policies and procedures

workplace practices

Legislative requirements:

are to be in line with applicable Commonwealth, State or Territory legislation, regulations, certification requirements and codes of practice and may include:

award and enterprise agreements

industrial relations

Australian Standards

confidentiality and privacy

OHS

the environment

equal opportunity

anti-discrimination

relevant industry codes of practice

duty of care

Organisational requirements may include:

legal

organisational and site guidelines

policies and procedures relating to own role and responsibility

quality assurance

procedural manuals

quality and continuous improvement processes and standards

OHS, emergency and evacuation procedures

ethical standards

recording and reporting requirements

equipment use and maintenance and storage requirements

environmental management requirements (waste minimisation and disposal, recycling and re-use guidelines)

Estimatingandcosting is to include:

labour

material

overheads

Productinformation may include:

current product range and availability

making comparisons between products and services related to brand options

product features

warranties and price

knowledge of competitors' products

service range and pricing structure

environmental sustainability issues

Appropriatepersonnel may include:

supervisor

manager

colleagues

clients

customers

suppliers

Transportation may include:

ships

trains

trucks

utes

vans

couriers

Communication may include:

verbal and non-verbal language

constructive feedback

active listening

questioning to clarify and confirm understanding

use of positive, confident and cooperative language

use of language and concepts appropriate to individual social and cultural differences

control of tone of voice and body language

Material may include:

native timber species

imported timber species

dressed timber

in-the-rough timber

stress and non-stress graded timber

preservative treated timber

medium density fibreboard

laminated veneer

chipboard

fibreboard and other manufactured board products

coated and/or treated timber products

beams or laminated beams

Resourcerequirements may include:

number of personnel to complete the job

time requirements

overtime considerations and overheads

Overheadcosts may include:

superannuation

sick leave entitlements

leave loading

other staff entitlements

enterprise overheads

environmental protection requirements

Mark-uppercentage

is the desired or intended profit margin over and above all costs

Quotations

are formally presented costs for producing a product or providing a service to the customer