Assessor Resource

UEECO0015
Provide quotations for installation or service jobs

Assessment tool

Version 1.0
Issue Date: May 2024


This unit involves the skills and knowledge required to provide quotations for electrotechnology installation and service work that includes minor installations deemed to be less complex than a major installation requiring involved delivery structures and specialised supervision up to $AU100,000.

It includes determining job specifications, using manufacturer catalogues, making enquiries, selecting compliant materials, pricing materials and labour costs, completing quotation documentation and applying workplace customer relations protocols.

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.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria and range of conditions on at least two separate occasions and include:

applying relevant work health and safety (WHS)/occupational health and safety (OHS) requirements

communicating effectively with suppliers and customers

costing small or minor jobs up to the value of $100,000, including:

allocating resources to be quantified and costed

costing labour plant and materials

calculating service costs and margins

dealing with unplanned customer events/situations in accordance with workplace procedures

determining list of material (also known as material take off), including type and quantity

determining scope and extent of quotation work

developing minor quotation and checking calculations using costing methods in accordance with workplace procedures

documenting and submitting quotation 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 and range of conditions and include knowledge of:

enterprise communication methods, including:

communicating with personnel involving oral communications, written procedures, and work instructions

communicating with customers and suppliers

work activities records, including:

methods for recording and maintaining work records

purpose and extent of maintaining work activities records in an enterprise

types of records for maintaining work activities in an enterprise

work records required by regulation requirements

enterprise customer relations protocols, including:

dealing with customer issues

procedures for dealing with customers

purpose of customer relations

costing methods in an enterprise, including:

costing policy

labour charge out rates

margins

purchase prices and discounts for materials

costing small jobs, including:

costing labour plant and materials

resources to be quantified and costed

service costs and margins

relevant equipment manufacturer specifications

relevant risk mitigation processes, including risk control measures

relevant WHS/OHS legislated requirements

relevant workplace costing policies.

Assessors must hold credentials specified within the Standards for Registered Training Organisations current at the time of assessment.

Assessment must satisfy the Principles of Assessment and Rules of Evidence and all regulatory requirements included within the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; 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 must include access to:

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

relevant and appropriate materials, tools, equipment and personal protective equipment (PPE) currently used in industry

applicable documentation, including workplace procedures, industry standards, equipment specifications, regulations, codes of practice and operation manuals

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.

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

Non-essential conditions may be found in the UEE Electrotechnology Training Package Companion Volume Implementation Guide.

Providing at least one quotation for a minor installation job and one for a service job not exceeding $AU100,000 in value must include one of the following electrotechnology disciplines:

automation technologies

computers

data communications

electrical

electrical machines

electronics

fire protection

instrumentation

refrigeration and air conditioning

renewable/sustainable energy

security technology

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria and range of conditions on at least two separate occasions and include:

applying relevant work health and safety (WHS)/occupational health and safety (OHS) requirements

communicating effectively with suppliers and customers

costing small or minor jobs up to the value of $100,000, including:

allocating resources to be quantified and costed

costing labour plant and materials

calculating service costs and margins

dealing with unplanned customer events/situations in accordance with workplace procedures

determining list of material (also known as material take off), including type and quantity

determining scope and extent of quotation work

developing minor quotation and checking calculations using costing methods in accordance with workplace procedures

documenting and submitting quotation 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 and range of conditions and include knowledge of:

enterprise communication methods, including:

communicating with personnel involving oral communications, written procedures, and work instructions

communicating with customers and suppliers

work activities records, including:

methods for recording and maintaining work records

purpose and extent of maintaining work activities records in an enterprise

types of records for maintaining work activities in an enterprise

work records required by regulation requirements

enterprise customer relations protocols, including:

dealing with customer issues

procedures for dealing with customers

purpose of customer relations

costing methods in an enterprise, including:

costing policy

labour charge out rates

margins

purchase prices and discounts for materials

costing small jobs, including:

costing labour plant and materials

resources to be quantified and costed

service costs and margins

relevant equipment manufacturer specifications

relevant risk mitigation processes, including risk control measures

relevant WHS/OHS legislated requirements

relevant workplace costing policies.

Assessors must hold credentials specified within the Standards for Registered Training Organisations current at the time of assessment.

Assessment must satisfy the Principles of Assessment and Rules of Evidence and all regulatory requirements included within the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; 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 must include access to:

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

relevant and appropriate materials, tools, equipment and personal protective equipment (PPE) currently used in industry

applicable documentation, including workplace procedures, industry standards, equipment specifications, regulations, codes of practice and operation manuals

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
Scope of electrotechnology installation or service project work is determined from job specifications and discussions with customer and/or relevant person/s 
 
 
 
 
List of materials are determined accurately and checked against job specification 
 
 
 
 
Quotation is documented in accordance with workplace policies and procedures 
 

Forms

Assessment Cover Sheet

UEECO0015 - Provide quotations for installation or service jobs
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

UEECO0015 - Provide quotations for installation or service jobs

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: