Assessor Resource

FNSIGN403
Estimate jobs

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to estimate the time requirements for jobs, gather cost estimates from external service providers, scope the jobs, and produce and document the estimates. It encompasses inspecting the vehicle or property to determine the cause and extent of damage for the preferred method of repair, and determining a preferred method or strategy for restoration or repair.

It applies to individuals who work within organisations of various sizes and across a range of customer bases.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Estimate time requirements for jobs

1.1 Calculate time estimates for job requirements based on industry times, staff estimates, standard service or repair times, relevant specifications and subcontracted work time

1.2 Estimate repair times and consider whether repair is a viable option

1.3 Incorporate turnaround times for work completed by subcontractor into total time estimates

2. Determine availability and source of parts or materials

2.1 Ascertain viability of replacement compared to repair to meet appropriate standards and legal requirements where appropriate

2.2 Determine parts or materials requirements to ensure cost constraints are met

2.3 Determine availability of parts or materials and consumables where required

3. Identify subcontract repair work costs for incorporation into total estimated cost

3.1 Document estimate appropriately

3.2 Document relevant repair requirements, scope of works, procedures and costs in logical order

3.3 Document repair requirements in detail whenever possible

3.4 Note potential variations on estimate

4. Estimate total job costs

4.1 Give external repairers or service providers clear outline of work and time requirements of job

4.2 Cost parts, materials and consumables according to industry and/or organisation pricing standards

4.3 Document and agree on job cost estimate with repairers or external service providers

4.4 Approve repair or total loss settlement in accordance with organisational procedures and legislation

4.5 Document final estimate and contract conditions

4.6 Prepare variations estimate if required

Evidence of the ability to:

accurately estimate time required for service and repair jobs by collating information relevant to specifications, industry standard service and repair timeframes, and staff estimates

determine availability and source of parts and materials

estimate total job costs incorporating costs relating to subcontractors, materials and parts

document relevant repair requirements, scope of works, procedures and costs in a logical order.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

describe relevant compliance requirements

describe contract law relating to insurance repairs

explain estimating principles

explain sale-contracting principles

describe processes to access subcontractors, materials and parts

outline effective negotiation techniques

describe key areas of technical knowledge of vehicles and/or buildings used in estimating jobs.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the general insurance field of work and include access to:

organisational records, policy and procedures

common office equipment, technology, software and consumables.

Assessors must satisfy NVR/AQTF assessor requirements.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Estimate time requirements for jobs

1.1 Calculate time estimates for job requirements based on industry times, staff estimates, standard service or repair times, relevant specifications and subcontracted work time

1.2 Estimate repair times and consider whether repair is a viable option

1.3 Incorporate turnaround times for work completed by subcontractor into total time estimates

2. Determine availability and source of parts or materials

2.1 Ascertain viability of replacement compared to repair to meet appropriate standards and legal requirements where appropriate

2.2 Determine parts or materials requirements to ensure cost constraints are met

2.3 Determine availability of parts or materials and consumables where required

3. Identify subcontract repair work costs for incorporation into total estimated cost

3.1 Document estimate appropriately

3.2 Document relevant repair requirements, scope of works, procedures and costs in logical order

3.3 Document repair requirements in detail whenever possible

3.4 Note potential variations on estimate

4. Estimate total job costs

4.1 Give external repairers or service providers clear outline of work and time requirements of job

4.2 Cost parts, materials and consumables according to industry and/or organisation pricing standards

4.3 Document and agree on job cost estimate with repairers or external service providers

4.4 Approve repair or total loss settlement in accordance with organisational procedures and legislation

4.5 Document final estimate and contract conditions

4.6 Prepare variations estimate if required

Evidence of the ability to:

accurately estimate time required for service and repair jobs by collating information relevant to specifications, industry standard service and repair timeframes, and staff estimates

determine availability and source of parts and materials

estimate total job costs incorporating costs relating to subcontractors, materials and parts

document relevant repair requirements, scope of works, procedures and costs in a logical order.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

describe relevant compliance requirements

describe contract law relating to insurance repairs

explain estimating principles

explain sale-contracting principles

describe processes to access subcontractors, materials and parts

outline effective negotiation techniques

describe key areas of technical knowledge of vehicles and/or buildings used in estimating jobs.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the general insurance field of work and include access to:

organisational records, policy and procedures

common office equipment, technology, software and consumables.

Assessors must satisfy NVR/AQTF assessor requirements.
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Calculate time estimates for job requirements based on industry times, staff estimates, standard service or repair times, relevant specifications and subcontracted work time 
Estimate repair times and consider whether repair is a viable option 
Incorporate turnaround times for work completed by subcontractor into total time estimates 
Ascertain viability of replacement compared to repair to meet appropriate standards and legal requirements where appropriate 
Determine parts or materials requirements to ensure cost constraints are met 
Determine availability of parts or materials and consumables where required 
Document estimate appropriately 
Document relevant repair requirements, scope of works, procedures and costs in logical order 
Document repair requirements in detail whenever possible 
Note potential variations on estimate 
Give external repairers or service providers clear outline of work and time requirements of job 
Cost parts, materials and consumables according to industry and/or organisation pricing standards 
Document and agree on job cost estimate with repairers or external service providers 
Approve repair or total loss settlement in accordance with organisational procedures and legislation 
Document final estimate and contract conditions 
Prepare variations estimate if required 

Forms

Assessment Cover Sheet

FNSIGN403 - Estimate jobs
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

FNSIGN403 - Estimate jobs

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: