Modification History
The version details of this endorsed unit of competency set are in the table below. The latest information is at the top.
Version |
Comments |
1.0 |
E Replaces and is equivalent to SITTTSL006B Prepare quotations. Prerequisite removed. |
Unit Descriptor
This unit describes the performance outcomes, skills and knowledge required to calculate the costs of products and services and to present quotations to customers. It requires the ability to provide quotations for products and services where business pricing has already been determined.
Application of the Unit
This unit applies to any tourism, hospitality and event industry sector and quotations can be for any international or domestic product. The organisation could be a principal (the supplier) or an agent quoting on products and services on behalf of the principal.
It applies to frontline sales or operations personnel who operate with some level of independence and under limited supervision. This includes retail travel consultants, corporate consultants, inbound tour coordinators, visitor information officers, account managers for professional conference organisers, event coordinators, tour guides, restaurant managers, banquet coordinators or managers, resort activities coordinators, tour desk officers, reservations sales agents and owner–operators of small tourism organisations.
Licensing/Regulatory Information
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Pre-Requisites
Not applicable.
Employability Skills Information
This unit contains employability skills.
Elements and Performance Criteria Pre-Content
Elements and Performance Criteria
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. |
1. Calculate costs of products and services. |
1.1 Create records to administer customer details and requirements. 1.2 Source, select and interpret product and costing information to prepare the quotation . 1.3 Negotiate costs with suppliers according to commercial agreements and relationships, and within scope of individual responsibility. 1.4 Calculate commissions or mark up nett costs according to organisational procedures to determine a profitable selling price. 1.5 Accurately calculate any additional taxes, special fees and other charges . 1.6 Accurately calculate any required currency conversions. 1.7 Calculate final cost of the product or service package or itinerary. 1.8 Check product or service package or itinerary calculation against all individual product and service components . 1.9 Keep detailed records of the method of calculation, according to organisational formats. |
2. Provide quotations to customer. |
2.1 Prepare the quotation to reflect all required customer inclusions. 2.2 Promptly provide quotation to the customer according to organisational procedures and formats. 2.3 Offer secondary quotations with options, as appropriate. 2.4 Include accurate details of the cost of product and service provision and the conditions and limitations of the quotation . 2.5 Record all details of the quotation accurately and file according to organisational procedures. 2.6 Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste. |
3. Update and amend quotations. |
3.1 Adjust and update quotations to take account of changed requests or arrangements. 3.2 Provide the most up to date quotation to customers inclusive of new conditions and limitations. 3.3 Record all details of adjusted quotations and file. |
Required Skills and Knowledge
This section describes the skills and knowledge required for this unit. |
Required skills |
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Required knowledge |
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Evidence Guide
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 |
Evidence of the ability to:
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Context of and specific resources for assessment |
Assessment must ensure use of:
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Method of assessment |
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
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Guidance information for assessment |
The range of products and services and complexity of quotations will vary. Because of the broad industry application of this unit, it is critical that assessment is contextualised to meet the requirements of the specific industry sector, local industry operations and the particular needs of the job role. The assessor should design integrated assessment activities to holistically assess this unit with other units relevant to the industry sector, workplace and job role, for example:
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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. |
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Records may be: |
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A quotation may be: |
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Special fees and other charges may include: |
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Product and service components in quotations may include: |
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Conditions and limitations of the quotation (initial and subsequent) may include: |
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Unit Sector(s)
Tourism
Competency Field
Tourism Sales and Operations