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Elements and Performance Criteria

1. Identify job specifications for quotation
   • Work health and safety (WHS)/occupational health and safety (OHS) procedures for a given work area are identified, obtained and applied
2. WHS/OHS risk control measures and procedures are followed
3. Scope of lighting products required is determined from job specifications and discussions with appropriate person/s
4. Level of service quotation is determined from job specification, documented and agreement sought from appropriate person/s
5. WHS/OHS policies and relevant industry standards are incorporated in work on which the quotation is based
6. Timeline for the submission of the quotation is determined with the appropriate person/s
   • Lighting products and related material take-off lists are prepared accurately and checked against job specification
7. Lighting products are selected to meet job specification requirements
8. Calculations are applied to selecting the type and quantity of lighting products included in the quotation
9. Item costs are determined in accordance with workplace policy and procedures
10. Quotations are checked for accuracy in costing and job specification
11. Document and submit quotation
    • Quotation is documented in accordance with workplace policies and procedures
12. Quotation is submitted to customer by an agreed date

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.
Preparing quotation for the supply of lighting products with a quotation value in excess of $10,000 must include at least the following:	three types of products: luminaries type high efficiency troffer fitting high bay fittings compact floodlamps energy efficient halogen downlights compact fluorescent downlights diffused fluorescent fittings two types of installations: large residential lighting design store/shop lighting shopping centre general lighting security lighting car park lighting

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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 occasion and include:

determining the scope of lighting products required from job specifications and discussions with customer and/or other appropriate person(s) documenting the compliance requirements and level of service on which the quotation is to be given establishing timelines for submission of the quotation performing material take-offs accurately applying calculation to selecting appropriate type and quantity of lighting products determining item costs from enterprise costing policy and procedures checking quotation against item costs and job specifications documenting quotation accurately and submitting it on time dealing with unplanned events applying relevant work health and safety (WHS)/occupational health and safety (OHS) requirements, includes using risk control measures developing quotations.

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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:

lighting products — quotation preparation, including: knowledge of lighting products illumination principles lighting applications lighting product parameters compliance requirements installation conditions interpreting manufacturer’s technical data interpreting job specifications interpreting equipment schedules documenting quotations use of computer program for quoting purposes relevant item and service costing relevant manufacturer specifications relevant job safety assessments or risk mitigation processes relevant WHS/OHS legislated requirements relevant workplace documentation relevant workplace policies and procedures.

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