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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Clarify requirements
   • Confirm requirements with the funder and/or purchaser.
   • Conduct market research to confirm the viability of providing a quotation.
2. Establish costs and availability of resources
   • 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.
3. Prepare estimate
   • 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.
4. Prepare and submit quotation
   • Include required details to meet client requirements.
   • Submit quotation within required timeframe.
5. Take follow up action
   • 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.
6. Clarify requirements
   • Confirm requirements with the funder and/or purchaser.
   • Conduct market research to confirm the viability of providing a quotation.
7. Establish costs and availability of resources
   • 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.
8. Prepare estimate
   • 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.
9. Prepare and submit quotation
   • Include required details to meet client requirements.
   • Submit quotation within required timeframe.
10. Take follow up action
    • 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.

Performance Evidence

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

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Knowledge Evidence

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

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