Assessor Resource

TLIP4010
Assess lift requirements and provide quotation

Assessment tool

Version 1.0
Issue Date: March 2024


This unit involves the skills and knowledge required to assess job requirements for a lift using a mobile crane, and to provide a quotation to a customer in compliance with relevant state/territory authority regulations.

It includes establishing customer requirements, determining customer credit rating, identifying the scope of work, specifying job requirements and methods with customers, and documenting a quotation.

Work is performed under general supervision. It involves the application of some judgement and routine principles and procedures for the assessment of lift requirements and the provision of a quotation for a mobile crane lift in a variety of operational contexts including specialised lifts.

No licensing, legislative or certification requirements apply to this 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.

1

Establish customer requirements

1.1

Customer is addressed in a courteous and business-like manner

1.2

Customer requirements and degree of urgency are established promptly

1.3

Impact of relevant legislation or workplace policy for dealing with requirements and ability to respond are identified

1.4

Service requests requiring additional research are allocated a priority and arrangements are made for follow-up

2

Determine customer credit rating

2.1

Customer full credit details are taken to enable suitable reference checks to be made

2.2

Unclear or uncertain credit information is referred to management for decision prior to proceeding

2.3

Special payment arrangements are negotiated as required or service is refused in accordance with workplace policy

3

Identify scope of work

3.1

Location, time, type of lift, type of crane and service needs are clarified

3.2

Need to refer job to supervisor is determined and arrangements are made in accordance with workplace procedures

3.3

Suitability of available equipment, materials and personnel is established against customer requirements

3.4

Need for permits, notifications and authorisations from authorities is identified

3.5

Special requirements for access and/or the lift are established and confirmed with customer

3.6

Information regarding possible hazards is sought from customer and hazards are noted

3.7

Workplace records and rate schedules are used to determine applicable rate for customer

3.8

Suitable allowances for contingencies are provided based on site inspection findings

4

Specify job requirements and methods with customers

4.1

Equipment, time and labour requirements to complete job safely and efficiently are established in accordance with legislative requirements and workplace procedures

4.2

Job requirements, proposed method for operation and costs are presented to customer with clear explanations of contingencies

4.3

Lift charts and as required, drawings, are used to clarify job requirements to customer

4.4

Opportunities are provided for customer to seek clarification on costing and proposed methods

4.5

Quotation is followed up in accordance with workplace procedures

4.6

Quotation is confirmed with customer and signed authorisation of quotation and relevant indemnity forms are obtained in accordance with workplace policy and procedures

4.7

Agreed terms and conditions are included in written quotation

5

Document quotation

5.1

Quotation format is in accordance with workplace requirements

5.2

Information provided is clear, concise and relevant

5.3

Copy of quotation is provided to client promptly

5.4

Quotation and related documentation is filed and other records are updated accurately, legibly and promptly in accordance with workplace procedures

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria on at least one occasion and include:

applying relevant agreements, workplace procedures, codes of practice and legislative requirements

communicating effectively with others

completing relevant documentation

identifying and correctly using relevant equipment

implementing contingency plans

modifying activities depending on operational contingencies, risk situations and environments

monitoring work activities in terms of planned schedule

operating and adapting to differences in equipment in accordance with standard operating procedures

operating electronic communications equipment to required protocol

planning and prioritising own work, predicting consequences and identifying improvements

prioritising work and multi-tasking

reading, interpreting and following relevant instructions, procedures, information and signs

reporting and/or rectifying problems, faults or malfunctions promptly, in accordance with regulatory requirements and workplace procedures

selecting and using required personal protective equipment conforming to industry and work health and safety (WHS)/occupational health and safety (OHS) standards

working collaboratively with others

working systematically with required attention to detail without injury to self or others, or damage to goods or equipment.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria and include knowledge of:

company work procedures concerning assessing lift requirements and providing a quotation for a mobile crane lift

costing structures for mobile crane lifts

hazard management strategies consistent with the principle of hierarchy of control with elimination, substitution, isolation and engineering control measures being selected before safe working practices and personal protective equipment

mobile crane applications, capacities, configurations, safety hazards and control mechanisms

operational procedures for crane crews

operational work systems and equipment

procedures and protocols for checking the credit rating of a customer

relevant road rules, regulations, permit and licence requirements

relevant WHS/OHS and environmental procedures and regulations

sources of information required to assess lift requirements and provide a quotation for a mobile crane lift

typical problems that may occur when assessing lift requirements and providing a quotation, and appropriate related action and solutions.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in workplace operational situations, where assessing job requirements for a lift using a mobile crane can be demonstrated. Where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Resources for assessment include:

a range of relevant exercises, case studies and/or simulations

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals including relevant:

state/territory regulations and licence/permit requirements pertaining to specialised mobile crane operations

state/territory road rules

state/territory WHS/OHS legislation

state/territory fatigue management regulations

relevant materials, tools, equipment and personal protective equipment currently used in industry

state/territory environmental protection legislation.


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.

1

Establish customer requirements

1.1

Customer is addressed in a courteous and business-like manner

1.2

Customer requirements and degree of urgency are established promptly

1.3

Impact of relevant legislation or workplace policy for dealing with requirements and ability to respond are identified

1.4

Service requests requiring additional research are allocated a priority and arrangements are made for follow-up

2

Determine customer credit rating

2.1

Customer full credit details are taken to enable suitable reference checks to be made

2.2

Unclear or uncertain credit information is referred to management for decision prior to proceeding

2.3

Special payment arrangements are negotiated as required or service is refused in accordance with workplace policy

3

Identify scope of work

3.1

Location, time, type of lift, type of crane and service needs are clarified

3.2

Need to refer job to supervisor is determined and arrangements are made in accordance with workplace procedures

3.3

Suitability of available equipment, materials and personnel is established against customer requirements

3.4

Need for permits, notifications and authorisations from authorities is identified

3.5

Special requirements for access and/or the lift are established and confirmed with customer

3.6

Information regarding possible hazards is sought from customer and hazards are noted

3.7

Workplace records and rate schedules are used to determine applicable rate for customer

3.8

Suitable allowances for contingencies are provided based on site inspection findings

4

Specify job requirements and methods with customers

4.1

Equipment, time and labour requirements to complete job safely and efficiently are established in accordance with legislative requirements and workplace procedures

4.2

Job requirements, proposed method for operation and costs are presented to customer with clear explanations of contingencies

4.3

Lift charts and as required, drawings, are used to clarify job requirements to customer

4.4

Opportunities are provided for customer to seek clarification on costing and proposed methods

4.5

Quotation is followed up in accordance with workplace procedures

4.6

Quotation is confirmed with customer and signed authorisation of quotation and relevant indemnity forms are obtained in accordance with workplace policy and procedures

4.7

Agreed terms and conditions are included in written quotation

5

Document quotation

5.1

Quotation format is in accordance with workplace requirements

5.2

Information provided is clear, concise and relevant

5.3

Copy of quotation is provided to client promptly

5.4

Quotation and related documentation is filed and other records are updated accurately, legibly and promptly in accordance with workplace procedures

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions can be found in the Companion Volume Implementation Guide.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria on at least one occasion and include:

applying relevant agreements, workplace procedures, codes of practice and legislative requirements

communicating effectively with others

completing relevant documentation

identifying and correctly using relevant equipment

implementing contingency plans

modifying activities depending on operational contingencies, risk situations and environments

monitoring work activities in terms of planned schedule

operating and adapting to differences in equipment in accordance with standard operating procedures

operating electronic communications equipment to required protocol

planning and prioritising own work, predicting consequences and identifying improvements

prioritising work and multi-tasking

reading, interpreting and following relevant instructions, procedures, information and signs

reporting and/or rectifying problems, faults or malfunctions promptly, in accordance with regulatory requirements and workplace procedures

selecting and using required personal protective equipment conforming to industry and work health and safety (WHS)/occupational health and safety (OHS) standards

working collaboratively with others

working systematically with required attention to detail without injury to self or others, or damage to goods or equipment.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria and include knowledge of:

company work procedures concerning assessing lift requirements and providing a quotation for a mobile crane lift

costing structures for mobile crane lifts

hazard management strategies consistent with the principle of hierarchy of control with elimination, substitution, isolation and engineering control measures being selected before safe working practices and personal protective equipment

mobile crane applications, capacities, configurations, safety hazards and control mechanisms

operational procedures for crane crews

operational work systems and equipment

procedures and protocols for checking the credit rating of a customer

relevant road rules, regulations, permit and licence requirements

relevant WHS/OHS and environmental procedures and regulations

sources of information required to assess lift requirements and provide a quotation for a mobile crane lift

typical problems that may occur when assessing lift requirements and providing a quotation, and appropriate related action and solutions.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in workplace operational situations, where assessing job requirements for a lift using a mobile crane can be demonstrated. Where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Resources for assessment include:

a range of relevant exercises, case studies and/or simulations

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals including relevant:

state/territory regulations and licence/permit requirements pertaining to specialised mobile crane operations

state/territory road rules

state/territory WHS/OHS legislation

state/territory fatigue management regulations

relevant materials, tools, equipment and personal protective equipment currently used in industry

state/territory environmental protection legislation.

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 is addressed in a courteous and business-like manner 
Customer requirements and degree of urgency are established promptly 
Impact of relevant legislation or workplace policy for dealing with requirements and ability to respond are identified 
Service requests requiring additional research are allocated a priority and arrangements are made for follow-up 
Customer full credit details are taken to enable suitable reference checks to be made 
Unclear or uncertain credit information is referred to management for decision prior to proceeding 
Special payment arrangements are negotiated as required or service is refused in accordance with workplace policy 
Location, time, type of lift, type of crane and service needs are clarified 
Need to refer job to supervisor is determined and arrangements are made in accordance with workplace procedures 
Suitability of available equipment, materials and personnel is established against customer requirements 
Need for permits, notifications and authorisations from authorities is identified 
Special requirements for access and/or the lift are established and confirmed with customer 
Information regarding possible hazards is sought from customer and hazards are noted 
Workplace records and rate schedules are used to determine applicable rate for customer 
Suitable allowances for contingencies are provided based on site inspection findings 
Equipment, time and labour requirements to complete job safely and efficiently are established in accordance with legislative requirements and workplace procedures 
Job requirements, proposed method for operation and costs are presented to customer with clear explanations of contingencies 
Lift charts and as required, drawings, are used to clarify job requirements to customer 
Opportunities are provided for customer to seek clarification on costing and proposed methods 
Quotation is followed up in accordance with workplace procedures 
Quotation is confirmed with customer and signed authorisation of quotation and relevant indemnity forms are obtained in accordance with workplace policy and procedures 
Agreed terms and conditions are included in written quotation 
Quotation format is in accordance with workplace requirements 
Information provided is clear, concise and relevant 
Copy of quotation is provided to client promptly 
Quotation and related documentation is filed and other records are updated accurately, legibly and promptly in accordance with workplace procedures 

Forms

Assessment Cover Sheet

TLIP4010 - Assess lift requirements and 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

TLIP4010 - Assess lift requirements and 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: