Assessor Resource

AUMANA001
Prepare and document quotations

Assessment tool

Version 1.0
Issue Date: March 2024


This unit describes the performance outcomes required to determine job requirements and produce a quotation for a customer.

It applies to those in an automotive environment.

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)



Evidence Required

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.

Elements

Performance Criteria

Elements describe the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions section

1. Determine customer requirements

1.1 Customer requirements are established and job parameters specified according to workplace procedures

1.2 Customer requirements are compared with existing workplace products and services

1.3 Variations required by the customer are established

2. Estimate the job

2.1 Variations from standard workplace product or service are identified and estimated

2.2 Additional processes, parts and skills required to meet customer requirements are estimated

2.3 Workplace job costing procedures, including cost-reduction initiatives, are used to estimate materials, parts, labour and equipment costs for the job

2.4 Estimates for contingencies and changed work requirements are included in the total job cost

3. Document and confirm quotation

3.1 Quotation is prepared and confirmed with client according to workplace procedures

3.2 Customer purchase and payment arrangements are negotiated

3.3 Changes and variations are negotiated to meet customer and workplace needs

3.4 Workplace record and customer file are processed according to workplace procedures


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Elements

Performance Criteria

Elements describe the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions section

1. Determine customer requirements

1.1 Customer requirements are established and job parameters specified according to workplace procedures

1.2 Customer requirements are compared with existing workplace products and services

1.3 Variations required by the customer are established

2. Estimate the job

2.1 Variations from standard workplace product or service are identified and estimated

2.2 Additional processes, parts and skills required to meet customer requirements are estimated

2.3 Workplace job costing procedures, including cost-reduction initiatives, are used to estimate materials, parts, labour and equipment costs for the job

2.4 Estimates for contingencies and changed work requirements are included in the total job cost

3. Document and confirm quotation

3.1 Quotation is prepared and confirmed with client according to workplace procedures

3.2 Customer purchase and payment arrangements are negotiated

3.3 Changes and variations are negotiated to meet customer and workplace needs

3.4 Workplace record and customer file are processed according to workplace procedures

This section specifies work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included. Bold italicised wording, if used in the performance criteria, is detailed below.

Cost-reduction initiatives must include:

continuous improvement programs

waste avoidance.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Customer requirements are established and job parameters specified according to workplace procedures 
Customer requirements are compared with existing workplace products and services 
Variations required by the customer are established 
Variations from standard workplace product or service are identified and estimated 
Additional processes, parts and skills required to meet customer requirements are estimated 
Workplace job costing procedures, including cost-reduction initiatives, are used to estimate materials, parts, labour and equipment costs for the job 
Estimates for contingencies and changed work requirements are included in the total job cost 
Quotation is prepared and confirmed with client according to workplace procedures 
Customer purchase and payment arrangements are negotiated 
Changes and variations are negotiated to meet customer and workplace needs 
Workplace record and customer file are processed according to workplace procedures 

Forms

Assessment Cover Sheet

AUMANA001 - Prepare and document quotations
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

AUMANA001 - Prepare and document quotations

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: