Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

SFLSOP010 Mapping and Delivery Guide
Prepare quotations for floristry products

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency SFLSOP010 - Prepare quotations for floristry products
Description
Employability Skills
Learning Outcomes and Application This unit describes the performance outcomes, skills and knowledge required to calculate costs of custom made floristry products and services and to present quotations to customers. It requires the ability to provide quotations for products and services where business pricing has already been determined. Quotations could be provided face-to-face, via electronic means or over the telephone.This unit applies to all floristry industry businesses including retail floristry shops, studio or online businesses and those that specialise in corporate or special events. It applies to frontline sales or operations personnel who work with some level of independence and under limited supervision and guidance from others. This includes retail florists, telephone sales agents, e-business sales personnel, studio florists and floral designers.No occupational licensing, certification or specific legislative requirements apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.

Skills must be demonstrated in a floristry industry sales environment. This can be:

an industry workplace

a simulated industry environment operated within a training organisation.

Assessment must ensure use of:

computers, printers and email service

software programs, which can be general or floristry industry specific, used to prepare and provide quotations and invoices

telephones

customer briefs on which to quote, including special requests, product and style preferences

electronic or hard copies of:

organisational product information and price lists

grower and other supplier brochures, information sheets and price lists

negotiated cost of supply, contractual arrangements and preferred supplier arrangements

template:

customer files

quotations

invoices

organisational procedures for:

preparing and presenting quotations

applying mark-ups and commissions

charging fees

invoicing

current plain English regulatory documents distributed by government regulators for consumer protection law

assessment activities that allow the individual to work with commercial speed, timing and productivity to prepare and present customer quotations within nominated deadlines.

Assessors must satisfy the Standards for Registered Training Organisation’s requirements for assessors, and:

hold a qualification or Statement of Attainment in Floristry which includes this unit of competency or equivalent; and

have worked as a florist in the industry for at least three years where they have applied this unit of competency or equivalent.
Prerequisites/co-requisites
Competency Field Sales and Operations
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Source information for quotations.
  • Obtain information on specific customer needs and preferences generated by self or others in the sales process.
  • Create records to administer customer details and requirements.
  • Source, select and interpret product and costing information to prepare quotation.
  • Identify missing supplier costs and negotiate according to commercial agreements and relationships, and within scope of individual responsibility.
  • Confirm availability of supply and identify alternative sources to allow for accurate calculations.
       
Element: Calculate costs of products and services.
  • Calculate commissions or mark up nett costs to determine profitable selling price.
  • Calculate any additional taxes, fees and currency conversions.
  • Seek information on competitor pricing and make reasonable cost adjustments to ensure a price competitive product.
  • Calculate the final customer cost.
  • Check calculations against all product and service components.
  • Maintain detailed records of calculation method, according to organisational formats.
       
Element: Provide quotations.
  • Prepare quotation to reflect all required customer inclusions.
  • Provide quotation to customer according to organisational procedures, formats and customer deadline.
  • Offer secondary quotations with options, as appropriate.
  • Include accurate details of product and service costs and quotation conditions and limitations.
  • Record and file all quotation details.
       
Element: Amend quotations and issue invoices.
  • Adjust and update quotations to take account of changed requests.
  • Provide the most up to date quotation to customers inclusive of new conditions and limitations.
  • Record and file all details of adjusted quotations.
  • Prepare and provide initial and ongoing invoices to customers after acceptance of quotation.
       
Element: Source information for quotations.
  • Obtain information on specific customer needs and preferences generated by self or others in the sales process.
  • Create records to administer customer details and requirements.
  • Source, select and interpret product and costing information to prepare quotation.
  • Identify missing supplier costs and negotiate according to commercial agreements and relationships, and within scope of individual responsibility.
  • Confirm availability of supply and identify alternative sources to allow for accurate calculations.
       
Element: Calculate costs of products and services.
  • Calculate commissions or mark up nett costs to determine profitable selling price.
  • Calculate any additional taxes, fees and currency conversions.
  • Seek information on competitor pricing and make reasonable cost adjustments to ensure a price competitive product.
  • Calculate the final customer cost.
  • Check calculations against all product and service components.
  • Maintain detailed records of calculation method, according to organisational formats.
       
Element: Provide quotations.
  • Prepare quotation to reflect all required customer inclusions.
  • Provide quotation to customer according to organisational procedures, formats and customer deadline.
  • Offer secondary quotations with options, as appropriate.
  • Include accurate details of product and service costs and quotation conditions and limitations.
  • Record and file all quotation details.
       
Element: Amend quotations and issue invoices.
  • Adjust and update quotations to take account of changed requests.
  • Provide the most up to date quotation to customers inclusive of new conditions and limitations.
  • Record and file all details of adjusted quotations.
  • Prepare and provide initial and ongoing invoices to customers after acceptance of quotation.
       


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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Source information for quotations.

1.1 Obtain information on specific customer needs and preferences generated by self or others in the sales process.

1.2 Create records to administer customer details and requirements.

1.3 Source, select and interpret product and costing information to prepare quotation.

1.4 Identify missing supplier costs and negotiate according to commercial agreements and relationships, and within scope of individual responsibility.

1.5 Confirm availability of supply and identify alternative sources to allow for accurate calculations.

2. Calculate costs of products and services.

2.1 Calculate commissions or mark up nett costs to determine profitable selling price.

2.2 Calculate any additional taxes, fees and currency conversions.

2.3 Seek information on competitor pricing and make reasonable cost adjustments to ensure a price competitive product.

2.4 Calculate the final customer cost.

2.5 Check calculations against all product and service components.

2.6 Maintain detailed records of calculation method, according to organisational formats.

3. Provide quotations.

3.1 Prepare quotation to reflect all required customer inclusions.

3.2 Provide quotation to customer according to organisational procedures, formats and customer deadline.

3.3 Offer secondary quotations with options, as appropriate.

3.4 Include accurate details of product and service costs and quotation conditions and limitations.

3.5 Record and file all quotation details.

4. Amend quotations and issue invoices.

4.1 Adjust and update quotations to take account of changed requests.

4.2 Provide the most up to date quotation to customers inclusive of new conditions and limitations.

4.3 Record and file all details of adjusted quotations.

4.4 Prepare and provide initial and ongoing invoices to customers after acceptance of quotation.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

prepare and present a total of five quotations; the following five types of custom made products and services must be covered:

gifts for annual celebratory days

gifts for religious celebrations

products and services for a funeral

products and services for a party including delivery and on-site assembly

themed products for a wedding including delivery and on-site assembly.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

floristry industry and organisational:

quotation systems and procedures

sources of costs for products and services

types of fees charged and sources of fee amounts

sources of negotiated cost of supply, contractual arrangements and preferred supplier arrangements

commission and mark up rates and procedures

sources of information on competitors’ key product range

formats for and inclusions of quotations and invoices presented to customers

invoicing systems and procedures

primary components of consumer protection laws that relate to the provision of quotations and organisational responsibility for:

nominating and charging cancellation fees

providing information on potential price increases

providing refunds

supplying products as described or substituting suitable products when unable.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, 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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Source information for quotations.

1.1 Obtain information on specific customer needs and preferences generated by self or others in the sales process.

1.2 Create records to administer customer details and requirements.

1.3 Source, select and interpret product and costing information to prepare quotation.

1.4 Identify missing supplier costs and negotiate according to commercial agreements and relationships, and within scope of individual responsibility.

1.5 Confirm availability of supply and identify alternative sources to allow for accurate calculations.

2. Calculate costs of products and services.

2.1 Calculate commissions or mark up nett costs to determine profitable selling price.

2.2 Calculate any additional taxes, fees and currency conversions.

2.3 Seek information on competitor pricing and make reasonable cost adjustments to ensure a price competitive product.

2.4 Calculate the final customer cost.

2.5 Check calculations against all product and service components.

2.6 Maintain detailed records of calculation method, according to organisational formats.

3. Provide quotations.

3.1 Prepare quotation to reflect all required customer inclusions.

3.2 Provide quotation to customer according to organisational procedures, formats and customer deadline.

3.3 Offer secondary quotations with options, as appropriate.

3.4 Include accurate details of product and service costs and quotation conditions and limitations.

3.5 Record and file all quotation details.

4. Amend quotations and issue invoices.

4.1 Adjust and update quotations to take account of changed requests.

4.2 Provide the most up to date quotation to customers inclusive of new conditions and limitations.

4.3 Record and file all details of adjusted quotations.

4.4 Prepare and provide initial and ongoing invoices to customers after acceptance of quotation.

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
Obtain information on specific customer needs and preferences generated by self or others in the sales process. 
Create records to administer customer details and requirements. 
Source, select and interpret product and costing information to prepare quotation. 
Identify missing supplier costs and negotiate according to commercial agreements and relationships, and within scope of individual responsibility. 
Confirm availability of supply and identify alternative sources to allow for accurate calculations. 
Calculate commissions or mark up nett costs to determine profitable selling price. 
Calculate any additional taxes, fees and currency conversions. 
Seek information on competitor pricing and make reasonable cost adjustments to ensure a price competitive product. 
Calculate the final customer cost. 
Check calculations against all product and service components. 
Maintain detailed records of calculation method, according to organisational formats. 
Prepare quotation to reflect all required customer inclusions. 
Provide quotation to customer according to organisational procedures, formats and customer deadline. 
Offer secondary quotations with options, as appropriate. 
Include accurate details of product and service costs and quotation conditions and limitations. 
Record and file all quotation details. 
Adjust and update quotations to take account of changed requests. 
Provide the most up to date quotation to customers inclusive of new conditions and limitations. 
Record and file all details of adjusted quotations. 
Prepare and provide initial and ongoing invoices to customers after acceptance of quotation. 
Obtain information on specific customer needs and preferences generated by self or others in the sales process. 
Create records to administer customer details and requirements. 
Source, select and interpret product and costing information to prepare quotation. 
Identify missing supplier costs and negotiate according to commercial agreements and relationships, and within scope of individual responsibility. 
Confirm availability of supply and identify alternative sources to allow for accurate calculations. 
Calculate commissions or mark up nett costs to determine profitable selling price. 
Calculate any additional taxes, fees and currency conversions. 
Seek information on competitor pricing and make reasonable cost adjustments to ensure a price competitive product. 
Calculate the final customer cost. 
Check calculations against all product and service components. 
Maintain detailed records of calculation method, according to organisational formats. 
Prepare quotation to reflect all required customer inclusions. 
Provide quotation to customer according to organisational procedures, formats and customer deadline. 
Offer secondary quotations with options, as appropriate. 
Include accurate details of product and service costs and quotation conditions and limitations. 
Record and file all quotation details. 
Adjust and update quotations to take account of changed requests. 
Provide the most up to date quotation to customers inclusive of new conditions and limitations. 
Record and file all details of adjusted quotations. 
Prepare and provide initial and ongoing invoices to customers after acceptance of quotation. 

Forms

Assessment Cover Sheet

SFLSOP010 - Prepare quotations for floristry products
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

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Assessor name:

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Assessment Record Sheet

SFLSOP010 - Prepare quotations for floristry products

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:

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