Assessor Resource

CPPCLO4025A
Provide quotation for cleaning services

Assessment tool

Version 1.0
Issue Date: April 2024


This unit of competency supports employees without managerial or supervisory responsibilities. Performance would usually be carried out under routine supervision and within company guidelines.

This unit of competency specifies the outcomes required to calculate the cost of services accurately and to present quotations to clients. The unit also covers responding to a client request to vary specifications.

The unit requires the ability to assess the client’s requirements, calculate costs of the service options, and provide the client with a quotation detailing cost of proposed service and conditions. Comprehensive knowledge and understanding of the range of cleaning methods available and their associated use of equipment and chemicals, as well as the company’s quoting policies and procedures, are essential to perform this task.

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

Prerequisites

Not applicable.

Employability Skills

This unit contains employability skills.



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.

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.

Overview of assessment

This unit of competency could be assessed by observing practical demonstrations of providing quotations for cleaning services involving at least two different work site environments.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

A person who demonstrates competency in this unit must be able to provide evidence of the required skills and knowledge specified in this unit.

In particular the person should demonstrate the ability to:

assess client’s service requirements

determine resource implications of particular cleaning methods being proposed

assess equipment, chemical and consumable requirements of work order

calculate costs of providing services

comply with company and legislative requirements

implement company policies and procedures for preparation of quotation

present service offer, costing and conditions

achieve outcomes in relation to customer service and company requirements for preparing and presenting quotations.

Context of and specific resources for assessment

Assessment of essential underpinning knowledge may be conducted in an off-site context. It is to comply with relevant regulatory or Australian standards’ requirements.

Resource implications for assessment include access to:

company policy documents and procedures for preparing and documenting quotations

relevant databases and information sources

plain English version of relevant procedures

work order instructions, work plans and schedules

assessment instruments, including personal planner and assessment record book.

Method of assessment

Assessment methods must:

satisfy the endorsed Assessment Guidelines of the Property Services Training Package

include direct observation of tasks in real or simulated work conditions, with questioning to confirm the ability to consistently identify and correctly interpret the essential underpinning knowledge required for practical application

reinforce the integration of employability skills with workplace tasks and job roles

confirm that competency is verified and able to be transferred to other circumstances and environments.

Guidance information for assessment

Reasonable adjustments for people with disabilities must be made to assessment processes where required. This could include access to modified equipment and other physical resources, and the provision of appropriate assessment support.

Assessment processes and techniques should as far as is practical take into account the language, literacy and numeracy capacity of the candidate in relation to the competency being assessed.

This unit could be assessed on its own or in combination with other units relevant to the job function.

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.

Required skills

customer service skills to:

establish rapport with clients

gain clients’ trust

identify client expectations

interpersonal skills to relate to people from a range of backgrounds

language, literacy and numeracy skills to:

communicate clearly and concisely verbally and in writing

perform mathematical calculations required for:

planning and allocating resources data sheets

preparing quotations for cost of services

preparing quotations for service variations

prepare concise and accurate written quotations and associated business correspondence

read existing contracts and site plans

request advice or further information

seek and receive feedback

source, organise and record information

planning and organising skills to manage time

problem-solving skills to manage alterations to services

self-management skills to work alone and in a team

Required knowledge

consumer protection issues relevant to cleaning operations and fair trading and trade practices requirements

contractual requirements, including variation requests

company management structure and procedures, including:

client records

emergency response and evacuation procedures

environmental protection procedures

OHS procedures

purchasing policy and processes

quality systems

reporting procedures

legislation, regulations, codes of practice and industry advisory standards that apply to providing quotations for cleaning services, including OHS legislation and its budgetary implications

mathematical methods for calculating costs, taxes and profit margins

product and services knowledge, including:

effective and compatible cleaning methods for various surface types

chemicals and their uses

cleaning equipment and its uses

work order specifications

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.

Client records may include:

contact details

customer files and databases

details of previous quotations

details of previous service provision

contractors used and their details.

Company requirements may include:

business and performance plans

client communication procedures

client confidentiality procedures

client service standards

communication channels and reporting procedures

company goals, objectives, plans, systems and processes

company issued identification badges, cards or passes

company policies and procedures, including:

access and equity policy, principles and practice

OHS policies and procedures, including control procedures

maintenance procedures for equipment and PPE

those relating to own role, responsibility and delegation

work site access security clearance procedures

company service standards

dress and presentation requirements

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

emergency response and evacuation procedures

employer and employee rights and responsibilities

environmental protection procedures

personnel practices and guidelines

quality and continuous improvement processes and standards

records and information systems and processes

training materials (induction, refresher and new skills)

use of contractors.

Conditions and limitations of quotations may include:

dates of quotations

general conditions and rules

inclusions and exclusions

life and expiry dates of quotations

payment details

rise and fall of costs.

Legislative requirements may include:

Australian standards, quality assurance and certification requirements

award and enterprise agreements

industry advisory standards and codes, such as:

building codes

dangerous goods codes

relevant commonwealth, state and territory legislation and local government regulations affecting company operation, including:

anti-discrimination and diversity policies

chemical controls

chemical registers and manifests

consumer protection

energy conservation

environmental protection

equal employment opportunity

freedom of information

industrial equipment certificates of competency or licences

industrial relations

OHS Acts and regulations

privacy

public health

trade practices

water conservation

workplace consultative arrangements.

Appropriate persons may include:

managers

self

supervisors.

Variation requests may occur due to:

change in level of client’s business

contractor requirements

emergencies

irregular requirements, such as shampoo carpet or window cleaning

new building work.

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
Client record is created to administer client’s details and requirements according to company requirements. 
Product and costing information is sourced, selected and interpreted according to company requirements. 
Costs, taxes and profit margin are calculated according to company requirements. 
Calculations are checked and detailed and legible records of methods of calculations are kept according to company requirements. 

Forms

Assessment Cover Sheet

CPPCLO4025A - Provide quotation for cleaning services
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

CPPCLO4025A - Provide quotation for cleaning services

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: