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.