Elements and Performance Criteria
- Identify products and services related to sustainability.
- Purpose, benefits and practices of sustainability are researched and analysed.
- Current products and services are reviewed and analysed to identify their ability to provide sustainable solutions to customers.
- Financial costs and returns associated with delivering current sustainable product and service solutions are identified, analysed using standard financial methods, and recorded.
- Research is conducted to identify new and emerging sustainable products and services that may be attractive to customers.
- Government policies and incentives regarding the implementation of sustainable products and services are accessed and reviewed.
- Finalise customer requirements.
- Customer is consulted to determine business objectives, as well as nature, size and volume of required products and services.
- Characteristics of the product or service and their contribution to providing sustainable solutions for the customer are described and clarified.
- Timelines for delivery of the product or service are discussed and finalised.
- Constraints and potential risks associated with the progress of the project are communicated to the client.
- Formal project brief is negotiated and agreed with customer.
- Negotiate and cost solutions.
- Alternative solutions that reflect project brief and meet customer requirements are sourced and evaluated.
- Comparison of product or service characteristics in relation to performance, price and sustainability is made and discussed with the customer where required.
- Product and costing information is sourced and interpreted according to company requirements.
- Full 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.
- Finalise quotation.
- Documentation is prepared that includes accurate details of the cost of product or service and conditions and limitations, according to company and legislative and regulatory requirements.
- Quotations are provided to customer in standard format according to company requirements.
- Options, with secondary quotations, are offered according to company requirements.
- Variations required by the customer are identified, negotiated, costed and recorded according to company requirements.
- Details of quotations are recorded accurately and legibly and are retained on file according to company requirements.