Unit of competency details

Unit Descriptor 

1) Scope: 

1.1) Descriptor 

This unit covers providing quotations for installation and service work not exceeding $20k. It encompasses following job specification, using manufacturer catalogues, making telephone, internet or email enquiries, selecting compliance materials, pricing materials and labour costs, completing the necessary quotation documentation and applying the necessary customer relations protocols.

Application of the Unit 

2) 

This unit is intended for competency development entry-level employment-based programs incorporated in approved contracts of training. It applies to any formal recognition for this standard at the aligned AQF 4 level or higher.

License to practice 

3)  

The skills and knowledge described in this unit do not require a licence to practise in the workplace. However, practice in this unit is subject to regulations directly related to occupational health and safety and where applicable contracts of training such as apprenticeships.

Prerequisite Unit(s) 

4) 

Competencies 

4.1)  

There are no prerequisite competencies for this unit.

Literacy and numeracy skills 

4.2)  

Participants are best equipped to achieve competency in this unit if they have reading, writing and numeracy skills indicated by the following scales. Description of each scale is given in Volume 2, Part 3 'Literacy and Numeracy'

Reading

4

Writing

4

Numeracy

4

Employability Skills 

5) 

The required outcomes described in this unit of competency contain applicable facets of Employability Skills. The Employability Skills Summary of the qualification in which this unit of competency is packaged will assist in identifying Employability Skill requirements.

6)  Elements describe the essential outcomes of a unit of competency

Performance criteria describe the required performance needed to demonstrate achievement of the Element. Assessment of performance is to be consistent with the evidence guide.

ELEMENT 

PERFORMANCE CRITERIA 

1

Establish the extent of the work.

1.1

OHS procedures for a given work area are identified, obtained and understood

1.2

Established OHS risk control measures and procedures are followed

1.3

The extent of installation or service work is determined from job specifications and discussions with customer and/or other appropriate person(s)

1.4

The extent of installation or service work on which a quotation is to be given is documented as a job specification and agreement sought with customer or other appropriate person(s)

1.5

OHS and other regulatory requirements are incorporated in the work on which the quotation is based

1.6

Requests for alterations to the job specification are negotiated with customer or other appropriate person(s) and within the constraints imposed by regulatory requirements

1.7

A date by which the quotation is to be submitted is agreed with the customer and/or other appropriate person(s)

2

Develop quotations.

2.1

Material take-offs are performed accurately and checked against job specification(s)

2.2

Materials, labour and other costs are determined from industry standard labour rates, enterprise costing arrangements and/or material suppliers

2.3

Quotations are checked for accuracy in costing and against job specification

3

Document and submit quotation.

3.1

Quotation is documented in accordance with established policies and procedures

3.2

Quotation is submitted to customer within by an agreed date

REQUIRED SKILLS AND KNOWLEDGE 

8)  This describes the essential skills and knowledge and their level, required for this unit.

Evidence must show that knowledge has been acquired of safe working practices and providing quotations for installation and service jobs

All knowledge and skills detailed in this unit should be contextualised to current industry practices and technologies.

KS01-EC003B Installation or service jobs quotations 

Evidence shall show an understanding of installation or service jobs quotations to an extent indicated by the following aspects:

T1. Enterprise communication methods encompassing:

• Communicating with personnel encompassing:

• Oral communications
• Written procedures and work instructions

• Communicating with suppliers
• Communicating with customers

T2. Work activities records encompassing:

• Purpose and extent of maintaining work activities records in an enterprise
• Types of records for maintaining work activities in an enterprise
• Methods for recording and maintaining work records
• Work records required by regulation requirements

T3. Enterprise customer relations protocols encompassing:

• Purpose of customer relations
• Procedures for dealing with customers
• Dealing with customer issues

T4. Costing methods in an enterprise encompassing:

• Costing policy
• Purchase prices and discounts for materials
• Labour charge out rates
• Margins

T5. Costing small jobs encompassing:

• Resources to be quantified and costed
• Costing labour plant and materials
• Service costs and margins.

EVIDENCE GUIDE 

9)  This provides essential advice for assessment of the unit. It must be read in conjunction with the performance criteria and the range statement of the unit and the Training Package Assessment Guidelines.

The Evidence Guide forms an integral part of this unit. It must be used in conjunction with all parts of this unit and performed in accordance with the Assessment Guidelines of this Training Package.

Overview of Assessment 

9.1) 

Longitudinal competency development approaches to assessment, such as Profiling, require data to be reliably gathered in a form that can be consistently interpreted over time. This approach is best utilised in Apprenticeship programs and reduces assessment intervention. It is the industry-preferred model for apprenticeships. However, where summative (or final) assessment is used it is to include the application of the competency in the normal work environment or, at a minimum, the application of the competency in a realistically simulated work environment. It is recognised that, in some circumstances, assessment in part or full can occur outside the workplace. However, it must be in accordance with industry and regulatory policy.

Methods chosen for a particular assessment will be influenced by various factors. These include the extent of the assessment, the most effective locations for the assessment activities to take place, access to physical resources, additional safety measures that may be required and the critical nature of the competencies being assessed.

The critical safety nature of working with electricity, electrical equipment, gas or any other hazardous substance/material carries risk in deeming a person competent. Sources of evidence need to be 'rich' in nature to minimise error in judgment.

Activities associated with normal everyday work have a bearing on the decision as to how much and how detailed the data gathered will contribute to its 'richness'. Some skills are more critical to safety and operational requirements while the same skills may be more or less frequently practised. These points are raised for the assessors to consider when choosing an assessment method and developing assessment instruments. Sample assessment instruments are included for Assessors in the Assessment Guidelines of this Training Package.

Critical aspects of evidence required to demonstrate competency in this unit 

9.2) 

Before the critical aspects of evidence are considered all prerequisites must be met.

Evidence for competence in this unit shall be considered holistically. Each Element and associated performance criteria shall be demonstrated on at least two occasions in accordance with the 'Assessment Guidelines - UEE07'. Evidence shall also comprise:

• A representative body of work performance demonstrated within the timeframes typically expected of the discipline, work function and industrial environment. In particular this shall incorporate evidence that shows a candidate is able to:

• Implement Occupational Health and Safety workplace procedures and practices, including the use of risk control measures as specified in the performance criteria and range statement
• Apply sustainable energy principles and practices as specified in the performance criteria and range statement
• Demonstrate an understanding of the essential knowledge and associated skills as described in this unit. It may be required by some jurisdictions that RTOs provide a percentile graded result for the purpose of regulatory or licensing requirements.
• Demonstrate an appropriate level of skills enabling employment
• Conduct work observing the relevant Anti Discrimination legislation, regulations, polices and workplace procedures

• Demonstrated consistent performance across a representative range of contexts from the prescribed items below:

• Provide quotations for installation and service jobs on at least two occasions as described in 8) including:

A

Establishing the extent of work on which the quotation is to be based.

B

Taking of material accurately.

C

Costing the job appropriately.

D

Checking the quotation.

E

Documenting the quotation clearly.

F

Dealing with unplanned events by drawing on essential knowledge and skills to provide appropriate solutions incorporated in a holistic assessment with the above listed items.

Context of and specific resources for assessment 

9.3)  

This unit should be assessed as it relates to normal work practice using procedures, information and resources typical of a workplace. This should include:

• OHS policy and work procedures and instructions.
• Suitable work environment, facilities, equipment and materials to undertake actual work as prescribed in this unit.

These should be used in the formal learning/assessment environment.

Note:

Where simulation is considered a suitable strategy for assessment it must ensure that the conditions for assessment are authentic and as far as possible reproduce and replicate the workplace and is consistent with the approved industry simulation policy.

The resources used for assessment should reflect current industry practices in relation to providing quotations for installation or service jobs.

Method of assessment 

9.4)  

This unit shall be assessed by methods given in Volume 1, Part 3 'Assessment Guidelines'.

Note:
Competent performance with inherent safe working practices is expected in the Industry to which this unit applies. This requires that the specified essential knowledge and associated skills are assessed in a structured environment which is primarily intended for learning/assessment and incorporates all necessary equipment and facilities for learners to develop and demonstrate the essential knowledge and skills described in this unit.

Concurrent assessment and relationship with other units 

9.5) 

Granting competency in this unit shall be made only after competency in the following unit(s) has/have been confirmed:

UEENEED001B

Use basic computer applications relevant to a workplace

RANGE STATEMENT 

10)  This relates to the unit as a whole providing the range of contexts and conditions to which the performance criteria apply. It allows for different work environments and situations that will affect performance.

This unit must be demonstrated in relation to providing at least one quotation for an installation job and one for a service job. The value of the jobs shall not exceed $20k and may apply to any of the following electrotechnology disciplines.

• Automation technologies
• Computers
• Data Communications
• Electrical
• Electrical Machines
• Electronics
• Fire Protection
• Instrumentation
• Refrigeration and Air Conditioning
• Renewable/sustainable energy, and
• Security technology

Generic terms used throughout this Vocational Standard shall be regarded as part of the Range Statement in which competency is demonstrated. The definition of these and other terms that apply are given in Volume 2, Part 2.1.

Competency Field 

11) 

Commercial