Assessor Resource

PSPGEN028
Provide a quotation

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills required to conduct a cost-benefit analysis and the preparation of written or oral quotations to provide goods or services to others. It includes clarifying requirements, establishing costs and availability of resources, preparing estimates, preparing and submitting quotations and taking follow up action.

This unit applies to those working in generalist or specialist roles within the public sector.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work independently, performing complex tasks in a range of familiar contexts.

No licensing, legislative or certification requirements apply to unit at the time of publication.

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. Clarify requirements

1.1 Confirm requirements with the funder and/or purchaser.

1.2 Conduct market research to confirm the viability of providing a quotation.

2. Establish costs and availability of resources

2.1 Obtain costs for labour, equipment or materials and include in the quotation in full.

2.2 Confirm availability of equipment, materials or personnel for the timeframe required.

2.3 Include infrastructure costs to the organisation of providing the goods or services.

2.4 Include cost or benefit from any asset disposal at the conclusion of the contract.

3. Prepare estimate

3.1 Prepare estimate to take account of all requirements and allow for contingencies.

3.2 Structure estimate to provide for cost recovery or to return a profit.

3.3 Estimate costs to enable provision of goods or services to the standards required by the client.

3.4 Check estimate for accuracy.

4. Prepare and submit quotation

4.1 Include required details to meet client requirements.

4.2 Submit quotation within required timeframe.

5. Take follow up action

5.1 Negotiate changes and variations to the quotation to meet the needs of the client and the organisation.

5.2 Evaluate proposal, outcome and preparation process based on feedback from a range of stakeholders and use results to improve subsequent quotations.

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

using numeracy for selecting and applying mathematical concepts, estimating, checking reasonableness of results

using mathematical language to communicate mathematical information

managing financial and other resources

using literacy for oral clarification of issues and negotiating variations and changes with clients

using required language and style for written quotations

using technical and other vocabulary

applying research and analysis methods

using problem solving including conceptual/reasoning skills

networking with clients, suppliers and stakeholders

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

public sector legislation including WHS and environment, guidelines, policies and practices relating to providing quotations for services

organisational tendering guidelines, policies and practices

financial accountability requirements

legal requirements of selling government services

implications of contracting agreements where government is the provider

wholeoflife considerations

disposals considerations including legal aspects of disposals

approval processes

tendering management processes

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

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. Clarify requirements

1.1 Confirm requirements with the funder and/or purchaser.

1.2 Conduct market research to confirm the viability of providing a quotation.

2. Establish costs and availability of resources

2.1 Obtain costs for labour, equipment or materials and include in the quotation in full.

2.2 Confirm availability of equipment, materials or personnel for the timeframe required.

2.3 Include infrastructure costs to the organisation of providing the goods or services.

2.4 Include cost or benefit from any asset disposal at the conclusion of the contract.

3. Prepare estimate

3.1 Prepare estimate to take account of all requirements and allow for contingencies.

3.2 Structure estimate to provide for cost recovery or to return a profit.

3.3 Estimate costs to enable provision of goods or services to the standards required by the client.

3.4 Check estimate for accuracy.

4. Prepare and submit quotation

4.1 Include required details to meet client requirements.

4.2 Submit quotation within required timeframe.

5. Take follow up action

5.1 Negotiate changes and variations to the quotation to meet the needs of the client and the organisation.

5.2 Evaluate proposal, outcome and preparation process based on feedback from a range of stakeholders and use results to improve subsequent quotations.

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

using numeracy for selecting and applying mathematical concepts, estimating, checking reasonableness of results

using mathematical language to communicate mathematical information

managing financial and other resources

using literacy for oral clarification of issues and negotiating variations and changes with clients

using required language and style for written quotations

using technical and other vocabulary

applying research and analysis methods

using problem solving including conceptual/reasoning skills

networking with clients, suppliers and stakeholders

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

public sector legislation including WHS and environment, guidelines, policies and practices relating to providing quotations for services

organisational tendering guidelines, policies and practices

financial accountability requirements

legal requirements of selling government services

implications of contracting agreements where government is the provider

wholeoflife considerations

disposals considerations including legal aspects of disposals

approval processes

tendering management processes

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

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
Confirm requirements with the funder and/or purchaser. 
Conduct market research to confirm the viability of providing a quotation. 
Obtain costs for labour, equipment or materials and include in the quotation in full. 
Confirm availability of equipment, materials or personnel for the timeframe required. 
Include infrastructure costs to the organisation of providing the goods or services. 
Include cost or benefit from any asset disposal at the conclusion of the contract. 
Prepare estimate to take account of all requirements and allow for contingencies. 
Structure estimate to provide for cost recovery or to return a profit. 
Estimate costs to enable provision of goods or services to the standards required by the client. 
Check estimate for accuracy. 
Include required details to meet client requirements. 
Submit quotation within required timeframe. 
Negotiate changes and variations to the quotation to meet the needs of the client and the organisation. 
Evaluate proposal, outcome and preparation process based on feedback from a range of stakeholders and use results to improve subsequent quotations. 
Confirm requirements with the funder and/or purchaser. 
Conduct market research to confirm the viability of providing a quotation. 
Obtain costs for labour, equipment or materials and include in the quotation in full. 
Confirm availability of equipment, materials or personnel for the timeframe required. 
Include infrastructure costs to the organisation of providing the goods or services. 
Include cost or benefit from any asset disposal at the conclusion of the contract. 
Prepare estimate to take account of all requirements and allow for contingencies. 
Structure estimate to provide for cost recovery or to return a profit. 
Estimate costs to enable provision of goods or services to the standards required by the client. 
Check estimate for accuracy. 
Include required details to meet client requirements. 
Submit quotation within required timeframe. 
Negotiate changes and variations to the quotation to meet the needs of the client and the organisation. 
Evaluate proposal, outcome and preparation process based on feedback from a range of stakeholders and use results to improve subsequent quotations. 

Forms

Assessment Cover Sheet

PSPGEN028 - Provide a 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

PSPGEN028 - Provide a 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: