Assessor Resource

PRMWM55A
Provide quotation

Assessment tool

Version 1.0
Issue Date: May 2024


Not Applicable

This unit of competency describes the process of providing an estimate and quote on waste management services to customers. It requires the ability to identify the needs of customers. Competency also requires a knowledge of calculating labour and material costs. These work functions would be carried out under routine supervision within organisational guidelines.

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

Not Applicable




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.

Critical aspects of competency

Correct determination of waste management requirements.

Correct determination of prices and estimates for service, disposal, labour, equipment, materials and other relevant items.

Ensures availability of equipment/materials.

Ensures estimations return a profit where appropriate.

Ensures estimates allow for provision of waste management service that meets client requirements.

Prepares an accurate quote for the client that provides full details of service provision.

Knowledge needed to achieve the performance criteria

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

Basic waste management services.

Basic requirements for service.

Quality procedures.

Company pricing schedules.

Duty of care in provision of services.

Relevant industry standards.

OHS and other relevant legislation.

Presentation standards.

Legislative and company pricing policy and procedures.

Relevant industry standards and codes of conduct.

Problem-solving strategies.

Organisational and client confidentiality requirements.

Recording procedures and documentation requirements and processes.

Specific skills needed to achieve the performance criteria

To achieve the performance criteria, some complementary skills are required. These are:

communication including liaison, customer service, report writing, consultation, interpersonal, listening, questioning, gaining feedback, giving information

observation

numerical calculations including time, measurements, quantities

safe and efficient work practices

personal computer operation

safe and efficient work practices

methodical organisation of work

time management.

Other units of competency that could be assessed with this unit

This unit could be assessed on its own or in combination with other units relevant to the job function, for example PRMWM31B Prepare detailed tender.

Resources required to assess this unit

The following resources should be available:

client file and requirements for review

service costs

unit prices of equipment, materials, labour upon which to make estimate

standard company quotation pro forma

case studies

calculator/computer

relevant codes of practice.

Gaining evidence to assess this unit

For valid and reliable assessment of this unit, the competency should be demonstrated over a period of time and be observed by the assessor (or assessment team working together to conduct the assessment). The competency is to be demonstrated in a range of situations, which may include customer/workplace interruptions and involvement in related activities normally experienced in the workplace.

Evidence of competency is best obtained by observing activities in this field and reviewing the provision of a quotation. If this is not practicable, observations in realistic simulated environments may be substituted.

Consistency in performance

Assessment requires that strategies meet the objectives of the client and that it complies with industry expectations in the particular client environment. If the environment is narrowly defined or is not representative of industry needs, it will be necessary to refer to portfolio case studies of a variety of waste requirements to assess competency in the provision of a quotation.

Oral questioning or written assessment and hypothetical situations (scenarios) may be used to assess underpinning knowledge. (In assessment situations where the candidate is offered a preference between oral questioning and written assessment, questions are to be identical.)

Supplementary evidence may be obtained from relevant authenticated correspondence from existing supervisors, team leaders or specialist training staff.

Note: All practical demonstrations must adhere to the safety and environmental regulations relevant to each state or territory.

Key competency levels

There are a number of processes that are learnt throughout work and life that 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.

1

Perform the process

2

Perform and administer the process

3

Perform, administer and design the process

How can communication of ideas and information be applied?

2

Share and discuss with colleagues, supervisor and/or clients information and ideas with regard to developing an understanding of client expectations and requirements.

How can information be collected, analysed and organised?

2

Collect, analyse and comply with legislative and regulatory information relevant to service delivery, as required.

How are activities planned and organised?

2

Prioritise, coordinate and sequence work tasks, as required, to meet client requirements.

How can teamwork be applied?

2

Provide assistance among team members to carry out and fulfil assignment to customer's satisfaction and organisation's requirements.

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

2

Apply mathematics as an aid to measure and schedule customer satisfaction.

How can problem-solving skills be applied?

2

Analyse factors that may affect meeting client requirements and detail contingencies.

How can the use of technology be applied?

2

Use technology to access client information and manage scheduling and completion of assignments.


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.

Refer to Evidence Guide

The range statement links the required knowledge and organisational and technical requirements to the workplace context. It describes any contextual variables that will be used or encountered when applying the competency in work situations. 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.

Assignment instructions may include:

client identification and information details

communication channels

departure, route and arrival details

documentation requirements

duty statements

personal equipment such as clothing or other items to be carried and/or worn

policies, procedures or instructions applicable to work tasks

reporting procedures

resource and equipment requirements

schedules (cost/time)

site layout including access points

verbal or written instructions from supervisor/client

work tasks and procedures.

Client/company includes all forms of business enterprises in this context including government agencies, local governments/councils, private and public companies, and residents/ratepayers.

Company/organisational requirements are found in:

access and equity policy, principles and practice

business and performance plans

client and company confidentiality requirements

client service standards

code of conduct

code of ethics

defined resource parameters

duty of care

emergency and evacuation procedures

induction documentation

insurance policy agreements

legal and organisational policy and procedures including personnel practices and guidelines

OHS policies, procedures and programs

operations manuals

organisational goals, objectives, plans, systems and processes

policies and procedures relating to own role, responsibility and delegation

quality and continuous improvement processes and standards

records and information systems and processes

training materials

verbal or written instructions.

Company rate schedules include:

labour rates

standard disposal costs

standard equipment costs

standard materials costs

standard service costs

standard unit costs.

Contingencies typically include:

building progress

cash flow

competencies

disputes

insurance

restricted site access

time penalties

transport

weather and environmental conditions.

Performance of this unit is carried out in accordance with relevant requirements of the following:

Australian Standards

environmental regulations

legislative requirements

manufacturers' specifications

organisational procedures

relevant state/territory regulations.

Quotations may also act as an invoice for the 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
Undertake waste management assessment in accordance with company requirements to determine client requirements 
Identify and consider customer/client requirements in accordance with legal and organisational requirements 
Interpret OHS standards, statutory requirements, Australian Standards, manufacturers' specifications and organisational requirements 
Interpret type and quantity of material and equipment for estimation 
Assess ability to provide client waste management service in accordance with client requirements and organisational and legal requirements 
Identify and apply company'srate schedules and/or industry based labour rates and conditions to establish costings according to organisational policy and procedures 
Where equipment is obtained from a supplier, obtain quotations to ensure comparison between suppliers 
Confirm availability and delivery dates of equipment, materials and other relevant items with supplier, where required 
Carry out site inspection to identify waste management service, consider possible problems and make allowances for contingencies based on findings 
Plan cost estimation to return a profit on provision of waste management services, where appropriate 
Prepare and provide clear and concise quotation information including details of waste management service to be provided in accordance with organisational requirements 
Ensure quotation reflects client's service requirements 
Present quotation promptly to customer/client 
Consult client and negotiate any changes and variations to meet client and company requirements 
Create client file and update required documentation to include all relevant details in accordance with company policy and procedures 

Forms

Assessment Cover Sheet

PRMWM55A - Provide quotation
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

PRMWM55A - Provide quotation

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: