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Unit of competency details

PRSTS317A - Provide estimate and quote (Release 1)

Summary

Usage recommendation:
Deleted
The Deleted usage recommendation was implemented on 13 June 2017 to describe training components that have no replacement. Enrolments in training components and statements of attainment or qualifications issued before 13 June 2017 are valid. For any components marked as deleted after 13 June 2017, the applicable transition/teach-out periods apply. For specific questions regarding the enrolment, delivery or issuance of a statement of attainment/qualification, please contact your training regulator.
Mapping:
MappingNotesDate
DeletedDeleted from PRS03 Asset Security Training Package (Superseded by CPP07)27/Aug/2007

Release Status:
Current
Releases:
ReleaseRelease date
1 1 (this release) 19/Mar/2003

Classifications

SchemeCodeClassification value
ASCED Module/Unit of Competency Field of Education Identifier 080501 Sales  

Classification history

SchemeCodeClassification valueStart dateEnd date
ASCED Module/Unit of Competency Field of Education Identifier 080501 Sales  19/Mar/2003 
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Modification History

Not applicable.

Unit Descriptor

This competency standard covers the process of providing an estimate and quote on security systems to clients. It requires the ability to identify the needs of clients and prepare an accurate quote which provides full details of security equipment and system provisions. Competency also requires a knowledge of interpreting plans, designs and specifications and calculating labour and material costs. These work functions would be carried out under routine supervision within organisational guidelines.

Functional Area : Elective, Technical Security

This competency standard covers the process of providing an estimate and quote on security systems to clients. It requires the ability to identify the needs of clients and prepare an accurate quote which provides full details of security equipment and system provisions. Competency also requires a knowledge of interpreting plans, designs and specifications and calculating labour and material costs. These work functions would be carried out under routine supervision within organisational guidelines.

Functional Area : Elective, Technical Security

Application of the Unit

Not applicable.

Licensing/Regulatory Information

Not applicable.

Pre-Requisites

Not applicable.

Employability Skills Information

Not applicable.

Elements and Performance Criteria Pre-Content

Not applicable.

Elements and Performance Criteria

Elements and Performance Criteria 

Element 

Performance Criteria 

1

Identify customer needs

1.1

Security assessment is undertaken in accordance with organisational requirements to determine client requirements

1.2

Specialised system requirements of clients are identified and installation requirements are considered in accordance with legislative and organisational requirements

1.3

Occupational Health and Safety standards, statutory requirements, Australian Standards, manufacturers specifications and organisational requirements are interpreted

1.4

Appropriate plans, drawings and texts are interpreted in order to identify correct size, type and quantity of material and equipment for estimation

1.5

Ability to provide client security system is assessed in accordance with client security requirements and organisational and legal requirements

2

Estimate costs

2.1

Organisation's rate schedules and / or industry based labour rates and conditions are identified and applied to establish costings according to organisational policy and procedures

2.2

Where equipment or materials are to be obtained from a supplier, quotations are obtained to ensure fair comparisons between suppliers

2.3

Equipment, materials and other relevant items availability and delivery dates are confirmed with supplier, where required

2.4

Site inspection is carried out to identify installation method and possible problems are considered and allowances for contingencies are made based on findings

2.5

Costs estimated plan to return a profit on provision of security systems to client requirements where appropriate

3

Document and confirm quotation with client

3.1

Quotation is prepared providing clear and concise information including all details of security system to be provided in accordance with organisational requirements

3.2

Quotation is presented promptly to client which reflects client security requirements according to organisational requirements and accepted timeframes

3.3

Client is consulted and any changes or variations are negotiated to meet client and organisational requirements

3.4

Client file is created and required documentation is accurately updated to include all relevant details in accordance with organisational policy and procedures

Required Skills and Knowledge

Not applicable.

Evidence Guide

The Evidence Guide identifies the requirements to be demonstrated to confirm competence for this unit. Assessment must confirm sufficient ability to use appropriate skills and knowledge to provide an estimate and quote on security systems. Assessment of performance should be over a period of time covering all categories within the Range of Variables statements that are applicable in the learning environment.

What critical aspects are required for evidence of competency ?

Determine security equipment requirements for provision of security system.

Determine prices and estimates for labour, equipment, materials and other relevant items.

Determine availability of equipment/materials.

Calculate estimations to return a profit where appropriate.

Ensure estimates allow for provision of security system which meets client requirements.

Prepare accurate quotes for clients which provide full details of security equipment/system provision.

What specific knowledge is needed to achieve the performance criteria ?

Knowledge and understanding are essential to apply this standard in the workplace, to transfer the skills to other contexts and to deal with unplanned events. The knowledge requirements for this competency standard are listed below:

legislation and regulations applicable to quoting and providing security equipment/system services

organisational policies and procedures (personal presentation, documentation procedures, records and information systems)

types and functions of security equipment and systems

requirements of company pricing including schedules, policy and procedures

computer applications in relation to costing

contractual requirements for estimating and quoting for service provision

principles of duty of care, code of conduct and code of ethics

organisational policies and procedures related to the analysis of client requirements and selection of services

rights and responsibilities of customers.

What specific skills are needed to achieve the performance criteria ?

To achieve the performance criteria, some specific skills are required. These include the ability to:

accurately record and report information

present a professional image to members of the public and colleagues

apply active listening and questioning techniques

handle customer complaints courteously

communicate effectively with and relate to people from different social, cultural and ethnic backgrounds and of varying physical and mental abilities

calculate time, measurements and quantities

operate a computer

read and interpret plans, designs and specifications

organise work utilising time management skills

comply with relevant legislative and regulatory requirements.

What resources may be required for assessment ?

Access to a suitable venue and access to designs and specifications, unit prices of equipment, materials and labour to make an estimate.

Case studies.

Occupational Health and Safety guidelines.

Assessment instruments, including personal planner and assessment record book.

Access to a registered provider of assessment services.

What is required to achieve consistency of performance ?

For valid and reliable assessment of this unit, the competency should be demonstrated over a period of time and observed by the assessor. The competency is to be demonstrated in a range of situations, which may include involvement in related activities normally experienced in the workplace.

Evidence of underpinning knowledge understanding of processes and principles can be gained through thorough questioning and by observation of previous work.

Assessment against this unit may involve the following :

Continuous assessment in a setting that simulates the conditions of performance described in the elements, performance criteria and range of variables statement that make up the unit.

Continuous assessment in the workplace, taking into account the range of variables affecting performance.

Self-assessment on the same terms as those described above.

Simulated assessment or critical incident assessment, provided that the critical incident involves assessment against performance criteria and an evaluation of underpinning knowledge and skill required to achieve the required performance outcomes.

Key competency levels 

There are a number of processes that are learnt throughout work and life which are required in all jobs. They are fundamental processes and generally transferable to other work functions. Some of these are covered by the key competencies, although others may be added.

Information below highlights how these processes are applied in this competency standard.

- perform the process

- perform and administer the process

- perform, administer and design the process

How can communication of ideas and information  be applied? ()

Information and ideas with regard to developing an understanding of client expectations and requirements may be shared and discussed with colleagues, supervisor and/or clients.

How can information be collected , analysed and organised ? ()

Occupational Health and Safety standards, quality assurance requirements, manufacturers specifications and organisational policy and procedures may be accessed to ensure compliance.

How are activities planned and organised ? ()

Work tasks may be prioritised and coordinated or sequenced as required to ensure availability of materials and meet agreed completion dates.

How can team work  be applied? ()

Assistance may be provided among team members to carry out and fulfil quotation requirements.

How can the use of mathematical ideas and techniques  be applied? ()

Mathematics may be applied as an aid to measure and calculate materials and labour.

How can problem solving skills  be applied? ()

In the application of skills and knowledge to identify and resolve client complaints or to recognise service delivery complications.

How can the use of technology  be applied? ()

To access company pricing schedules and company pro-formas for the preparation of estimates and quotes.

The Evidence Guide identifies the requirements to be demonstrated to confirm competence for this unit. Assessment must confirm sufficient ability to use appropriate skills and knowledge to provide an estimate and quote on security systems. Assessment of performance should be over a period of time covering all categories within the Range of Variables statements that are applicable in the learning environment.

What critical aspects are required for evidence of competency ?

Determine security equipment requirements for provision of security system.

Determine prices and estimates for labour, equipment, materials and other relevant items.

Determine availability of equipment/materials.

Calculate estimations to return a profit where appropriate.

Ensure estimates allow for provision of security system which meets client requirements.

Prepare accurate quotes for clients which provide full details of security equipment/system provision.

What specific knowledge is needed to achieve the performance criteria ?

Knowledge and understanding are essential to apply this standard in the workplace, to transfer the skills to other contexts and to deal with unplanned events. The knowledge requirements for this competency standard are listed below:

legislation and regulations applicable to quoting and providing security equipment/system services

organisational policies and procedures (personal presentation, documentation procedures, records and information systems)

types and functions of security equipment and systems

requirements of company pricing including schedules, policy and procedures

computer applications in relation to costing

contractual requirements for estimating and quoting for service provision

principles of duty of care, code of conduct and code of ethics

organisational policies and procedures related to the analysis of client requirements and selection of services

rights and responsibilities of customers.

What specific skills are needed to achieve the performance criteria ?

To achieve the performance criteria, some specific skills are required. These include the ability to:

accurately record and report information

present a professional image to members of the public and colleagues

apply active listening and questioning techniques

handle customer complaints courteously

communicate effectively with and relate to people from different social, cultural and ethnic backgrounds and of varying physical and mental abilities

calculate time, measurements and quantities

operate a computer

read and interpret plans, designs and specifications

organise work utilising time management skills

comply with relevant legislative and regulatory requirements.

What resources may be required for assessment ?

Access to a suitable venue and access to designs and specifications, unit prices of equipment, materials and labour to make an estimate.

Case studies.

Occupational Health and Safety guidelines.

Assessment instruments, including personal planner and assessment record book.

Access to a registered provider of assessment services.

What is required to achieve consistency of performance ?

For valid and reliable assessment of this unit, the competency should be demonstrated over a period of time and observed by the assessor. The competency is to be demonstrated in a range of situations, which may include involvement in related activities normally experienced in the workplace.

Evidence of underpinning knowledge understanding of processes and principles can be gained through thorough questioning and by observation of previous work.

Assessment against this unit may involve the following :

Continuous assessment in a setting that simulates the conditions of performance described in the elements, performance criteria and range of variables statement that make up the unit.

Continuous assessment in the workplace, taking into account the range of variables affecting performance.

Self-assessment on the same terms as those described above.

Simulated assessment or critical incident assessment, provided that the critical incident involves assessment against performance criteria and an evaluation of underpinning knowledge and skill required to achieve the required performance outcomes.

Key competency levels 

There are a number of processes that are learnt throughout work and life which are required in all jobs. They are fundamental processes and generally transferable to other work functions. Some of these are covered by the key competencies, although others may be added.

Information below highlights how these processes are applied in this competency standard.

- perform the process

- perform and administer the process

- perform, administer and design the process

How can communication of ideas and information  be applied? ()

Information and ideas with regard to developing an understanding of client expectations and requirements may be shared and discussed with colleagues, supervisor and/or clients.

How can information be collected , analysed and organised ? ()

Occupational Health and Safety standards, quality assurance requirements, manufacturers specifications and organisational policy and procedures may be accessed to ensure compliance.

How are activities planned and organised ? ()

Work tasks may be prioritised and coordinated or sequenced as required to ensure availability of materials and meet agreed completion dates.

How can team work  be applied? ()

Assistance may be provided among team members to carry out and fulfil quotation requirements.

How can the use of mathematical ideas and techniques  be applied? ()

Mathematics may be applied as an aid to measure and calculate materials and labour.

How can problem solving skills  be applied? ()

In the application of skills and knowledge to identify and resolve client complaints or to recognise service delivery complications.

How can the use of technology  be applied? ()

To access company pricing schedules and company pro-formas for the preparation of estimates and quotes.

Range Statement

The Range of Variables provides information about the context in which the unit of competency is carried out. It allows for different work practices and work and knowledge requirements as well as for differences between organisations and workplaces. The following variables may be present for this particular unit:

Assessment may involve 

discussions with client

visual inspections

review of client floor plans and supporting documentation

questioning police, insurance companies and other bodies.

Clients may include :

property agent

tenant

building supervisor

project manager

corporations

general public

government agencies.

Specialist system requirements may be :

use of special tools

system manuals and documentation

product training

software/hardware development.

Installation requirements may be :

use of special tools or equipment (e.g. drill, ladder, scaffolding, cherry picker

sub-contract labour.

Applicable legislation , codes and national standards may relate to :

relevant Commonwealth/State/Territory legislation which affect organisational operation:

Occupational Health and Safety

environmental issues

equal employment opportunity

industrial relations

anti-discrimination and diversity

licensing arrangements

Australian Standards, quality assurance and certification requirements

relevant industry Codes of Practice

award and enterprise agreements

trade practices

privacy requirements.

Organisational requirements may relate to :

legal and organisational policy and procedures including personnel practices and guidelines

organisational goals, objectives, plans, systems and processes

legislation relevant to the operation, incident and/or response

employer and employee rights and responsibilities

business and performance plans

policies and procedures relating to own role, responsibility and delegation

quality and continuous improvement processes and standards

client service standards

defined resource parameters

Occupational Health and Safety policies, procedures and programs

emergency and evacuation procedures

duty of care, code of conduct, code of ethics

access and equity policy, principles and practice

records and information systems and processes

communication channels and reporting procedures.

Manufacturers specifications may be found in :

printed instruction leaflets

operators manuals

equipment specifications

attachments to equipment

plans and diagrams

warranty documents.

Security systems may be :

electronic

mechanical

computerised

procedural.

Rate schedules may include :

labour rates

standard unit costs

standard equipment costs

standard materials costs

standard installation costs

standard service costs

standard monitoring costs.

Possible problems may include :

insurance

time penalties

disputes

availability

delivery

competencies

restricted site access

building progress

weather and environmental conditions

cash flow.

Quotations are written and may include :

company identification information

results of security assessment

client brief

recommended security system and agreed security system

system capabilities

system specifications and configuration

equipment and/or system type

equipment locations and positions

service and maintenance

limits of system

costs, timelines, warranty/guarantee/liability terms and conditions if applicable

suitable sign-off arrangements by company and client

terms of trade.

Changes or variations may include :

changes and variations in cost, equipment, services

changes and variations in installation, monitoring

changes and variations in starting and/or completion dates

variations of warranty/guarantee/liability terms and conditions

variations in exclusions and terms of trade.

The Range of Variables provides information about the context in which the unit of competency is carried out. It allows for different work practices and work and knowledge requirements as well as for differences between organisations and workplaces. The following variables may be present for this particular unit:

Assessment may involve 

discussions with client

visual inspections

review of client floor plans and supporting documentation

questioning police, insurance companies and other bodies.

Clients may include :

property agent

tenant

building supervisor

project manager

corporations

general public

government agencies.

Specialist system requirements may be :

use of special tools

system manuals and documentation

product training

software/hardware development.

Installation requirements may be :

use of special tools or equipment (e.g. drill, ladder, scaffolding, cherry picker

sub-contract labour.

Applicable legislation , codes and national standards may relate to :

relevant Commonwealth/State/Territory legislation which affect organisational operation:

Occupational Health and Safety

environmental issues

equal employment opportunity

industrial relations

anti-discrimination and diversity

licensing arrangements

Australian Standards, quality assurance and certification requirements

relevant industry Codes of Practice

award and enterprise agreements

trade practices

privacy requirements.

Organisational requirements may relate to :

legal and organisational policy and procedures including personnel practices and guidelines

organisational goals, objectives, plans, systems and processes

legislation relevant to the operation, incident and/or response

employer and employee rights and responsibilities

business and performance plans

policies and procedures relating to own role, responsibility and delegation

quality and continuous improvement processes and standards

client service standards

defined resource parameters

Occupational Health and Safety policies, procedures and programs

emergency and evacuation procedures

duty of care, code of conduct, code of ethics

access and equity policy, principles and practice

records and information systems and processes

communication channels and reporting procedures.

Manufacturers specifications may be found in :

printed instruction leaflets

operators manuals

equipment specifications

attachments to equipment

plans and diagrams

warranty documents.

Security systems may be :

electronic

mechanical

computerised

procedural.

Rate schedules may include :

labour rates

standard unit costs

standard equipment costs

standard materials costs

standard installation costs

standard service costs

standard monitoring costs.

Possible problems may include :

insurance

time penalties

disputes

availability

delivery

competencies

restricted site access

building progress

weather and environmental conditions

cash flow.

Quotations are written and may include :

company identification information

results of security assessment

client brief

recommended security system and agreed security system

system capabilities

system specifications and configuration

equipment and/or system type

equipment locations and positions

service and maintenance

limits of system

costs, timelines, warranty/guarantee/liability terms and conditions if applicable

suitable sign-off arrangements by company and client

terms of trade.

Changes or variations may include :

changes and variations in cost, equipment, services

changes and variations in installation, monitoring

changes and variations in starting and/or completion dates

variations of warranty/guarantee/liability terms and conditions

variations in exclusions and terms of trade.

Unit Sector(s)

Not applicable.