Estimate and cost job

This unit describes the outcomes required to estimate materials, labour and time requirements and establish costs for provision of services or productsGeneral workplace legislative and regulatory requirements apply to this unit; however there are no specific licensing or certification requirements at the time of publicationThis unit replaces FPITMM3203A Estimate and cost job


This unit involves estimating and costing jobs in a forest products factory setting

The skills and knowledge required for competent workplace performance are to be used within the scope of the person's job and authority

Elements and Performance Criteria



1. Gather information

1.1. Applicable Occupational Health and Safety (OHS), environmental, legislative and organisational requirements relevant to estimating and costing are identified and followed

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

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

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

1.5. Details are recorded in line with organisational practice

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

2. Estimate materials, time and labour

2.1. Types and quantities of materials required for product manufacture are estimated

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

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

3. Calculate costs

3.1. Total materials, labour and overhead costs are calculated in line with organisational procedures

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

3.3. Final cost to customer is calculated in line with organisational procedures

4. Check and document details

4.1. Details of costs and charges are documented in line with organisational practice

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

4.3. Customer quotation is prepared in line with organisational procedures

4.4. Details are documented for future reference in line with organisational practice

Required Skills

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

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.

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

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.


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:


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


the environment

equal opportunity


relevant industry codes of practice

duty of care

Organisational requirements may include:


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:




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:







Transportation may include:







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


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:


sick leave entitlements

leave loading

other staff entitlements

enterprise overheads

environmental protection requirements


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


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


Unit sector

No sector assigned

Competency Field

Timber Manufactured Products and Timber Merchandising

Employability Skills

This unit contains employability skills

Licensing Information

Refer to Unit Descriptor