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Evidence Guide: FWPTMM3203 - 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

 

FWPTMM3203 - Estimate and cost job

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

Source information for quotations

  1. Obtain information on customer requirements and where required discuss with relevant personnel and customer.
  2. Assess product information for suitability to customer requirements.
  3. Determine delivery point and methods of transportation in line with organisational procedures.
  4. Source, select and interpret product costing information.
  5. Record all details in line with organisational procedures.
Obtain information on customer requirements and where required discuss with relevant personnel and customer.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess product information for suitability to customer requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine delivery point and methods of transportation in line with organisational procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Source, select and interpret product costing information.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record all details in line with organisational procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Estimate materials, time and labour

  1. Estimate types and quantities of materials required for product manufacture.
  2. Estimate labour and other resource requirements to manufacture product and to provide required services.
  3. Document estimate for manufacture and service provision and check against customer requirements.
Estimate types and quantities of materials required for product manufacture.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Estimate labour and other resource requirements to manufacture product and to provide required services.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document estimate for manufacture and service provision and check against customer requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Calculate and document customer cost

  1. Calculate costs for total materials, labour and overheads in line with organisational procedures.
  2. Calculate costs for services, transportation and fees.
  3. Apply mark-up, in line with organisational procedures, and determine total cost to customer.
  4. Document details of calculations and customer cost in line with organisational formats.
Calculate costs for total materials, labour and overheads in line with organisational procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Calculate costs for services, transportation and fees.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply mark-up, in line with organisational procedures, and determine total cost to customer.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document details of calculations and customer cost in line with organisational formats.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check costing details and prepare quotation

  1. Check costs and calculations against product and service components and customer requirements.
  2. Prepare and provide quotation to customer in line with organisational procedures and formats.
  3. Complete and maintain accurate records of quotations in line with organisational procedures.
Check costs and calculations against product and service components and customer requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare and provide quotation to customer in line with organisational procedures and formats.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete and maintain accurate records of quotations in line with organisational procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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.

Required Skills and Knowledge

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.

A person demonstrating competency in this unit must satisfy all of the elements, performance criteria and foundation skills of this unit. If a specific volume or frequency is not stated below, then evidence must be provided that the following requirements have been performed on at least one occasion:

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

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

markup rates and procedures

formats for and inclusions of quotations presented to customers

procedures for documenting calculations, communicating quotations to customers and maintaining records.

Range Statement

Not Applicable