Modification History
Not Applicable
Unit Descriptor
Unit descriptor |
This unit of competency covers the competence required to determine the finance/leasing and insurance requirements of customers and complete documentation, taking into account legal requirements. |
Application of the Unit
Application of the unit |
This unit of competency applies to the following and should be contextualised to the qualification to which it is being applied:
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Licensing/Regulatory Information
Not Applicable
Pre-Requisites
Prerequisite units |
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Employability Skills Information
Employability skills |
This unit contains employability skills. |
Elements and Performance Criteria Pre-Content
Elements describe the essential outcomes of a unit of competency. |
Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide. |
Elements and Performance Criteria
ELEMENT |
PERFORMANCE CRITERIA |
1. Identify finance/leasing options and documentation |
1.1. Finance/leasing option is identified to meet specific needs of customer, including affordability and payment structure 1.2. A finance/leasing provider is identified |
2. Apply finance/leasing documentation |
2.1. Contracts and finance/leasing documents are completed and agreed/signed by customer 2.2. Legal requirements are identified and observed |
3. Identify insurance policies and documentation |
3.1. Type of insurance policy for customer is identified taking into account customer's requirements and insurance document and vehicle type and age 3.2. Insurance provider is chosen according to policy price, customer requirements and enterprise policies and procedures |
4. Apply insurance documentation |
4.1. Insurance contract/policy documentation is completed and agreed/signed by customer 4.2. Legal requirements are identified and observed |
Required Skills and Knowledge
REQUIRED SKILLS AND KNOWLEDGE |
This section describes the skills and knowledge required for this unit. |
Required skills |
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Required knowledge |
Knowledge of:
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Evidence Guide
EVIDENCE GUIDE |
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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. |
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Overview of assessment |
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Critical aspects for assessment and evidence required to demonstrate competency in this unit |
It is essential that competence is fully observed and there is ability to transfer competence to changing circumstances and to respond to unusual situations in the critical aspects of:
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Context of and specific resources for assessment |
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Method of assessment |
Practical assessments:
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Guidance information for assessment |
Range Statement
RANGE STATEMENT |
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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. |
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Methods |
Methods include:
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Information /documents |
Information/documents may include:
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Occupational health and safety (OHS ) practices |
OHS practices must abode by:
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Unit Sector(s)
Unit sector |
Common |
Co-requisite units
Co-requisite units |
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Competency field
Competency field |