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Elements and Performance Criteria

  1. Determine extent of installation or service work
  2. Work health and safety (WHS)/occupational health and safety (OHS) requirements and workplace procedures for the project work area are identified and applied
  3. WHS/OHS and regulatory requirements are assessed and incorporated in the work specification on which the quotation is based
  4. Scope of installation or service work for quotation is documented as a job specification and agreement sought with customer and/or relevant person/s
  5. Requests for alterations to job specification are negotiated with customer and/or relevant person/s in accordance with workplace procedures and regulatory requirements
  6. Develop installation or service work quotation
  7. Materials, labour and other relevant service and margin costs are determined in accordance with workplace costing parameters and material supplier costs
  8. Quotation is quantified and costed against job specification and list of materials for costing accuracy in accordance with workplace procedures
  9. Unplanned customer situations are responded to in accordance with workplace procedures in a manner that minimises risk to service project
  10. Installation or service work quotation is reviewed and approved by delegated person in accordance with workplace procedures
  11. Document and submit installation or service quotation
  12. Quotation is submitted to customer within specified timeframes

Range Statement

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

Performance Evidence

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.

Knowledge Evidence

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.