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

SITTTSL006 Mapping and Delivery Guide
Prepare quotations

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency SITTTSL006 - Prepare quotations
Description
Employability Skills
Learning Outcomes and Application This unit describes the performance outcomes, skills and knowledge required to calculate the costs of 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.The unit applies to any tourism, travel, hospitality or events industry sector and quotations can be for any international or domestic product. The organisation could be a principal (the supplier) or an agent quoting on products and services on behalf of the principal.It applies to frontline sales or operations personnel who operate with some level of independence and under limited supervision. This includes travel consultants, inbound tour coordinators, visitor information officers, account managers for professional conference organisers, event coordinators, tour guides, restaurant managers, banquet coordinators or managers, resort activities coordinators, tour desk officers, reservations sales agents, and owner-operators of small tourism organisations.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 tourism, travel, hospitality or events business operation or activity that prepares quotations. This can be:

an industry workplace

a simulated industry environment set up for the purposes of assessment.

Assessment must ensure access to:

computers, information systems and software currently used by the tourism, travel, hospitality and event industries to produce and store quotations and product-related information

internet and email

printers and scanners

storage for computer data

telephone

current costing information found within brochures, product manuals, tariffs, price lists, supplier information kits, information databases and computerised reservations systems (CRS)

operational documentation

details of supplier contracts and customer files

current plain English regulatory documents distributed by government consumer protection regulators

customers with whom the individual can interact; these can be:

customers in an industry workplace who are assisted by the individual during the assessment process; or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment operated within a training organisation.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors; and:

have worked in industry for at least three years where they have applied the skills and knowledge of this unit of competency.
Prerequisites/co-requisites
Competency Field Tourism 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: Calculate costs of products and services.
  • Create records to administer customer details and requirements.
  • Source, select and interpret product and costing information to prepare quotation.
  • Negotiate costs with suppliers according to commercial agreements and relationships, and within scope of individual responsibility.
  • Calculate commissions or mark-up net costs according to organisational procedures to determine a profitable selling price.
  • Calculate any additional taxes, special fees and other charges.
  • Calculate any required currency conversions.
  • Calculate final cost of product or service package or itinerary.
  • Check product or service package or itinerary calculation against all individual product and service components.
  • Keep detailed records of method of calculation, according to organisational formats.
       
Element: Provide quotations to customer.
  • Prepare quotation to reflect required customer inclusions.
  • Promptly provide quotation to customer according to organisational procedures and formats.
  • Include accurate details of cost of product and service provision, and conditions and limitations of quotation.
  • Offer secondary quotations with options, as appropriate.
  • Record details of quotation accurately and file according to organisational procedures.
  • Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste.
       
Element: Update and record quotations.
  • Adjust and update quotations to take account of changed requests or arrangements.
  • Provide most up-to-date quotation to customer inclusive of current conditions and limitations.
  • Record all details of adjusted quotations and file.
       


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. Calculate costs of products and services.

1.1.Create records to administer customer details and requirements.

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

1.3.Negotiate costs with suppliers according to commercial agreements and relationships, and within scope of individual responsibility.

1.4.Calculate commissions or mark-up net costs according to organisational procedures to determine a profitable selling price.

1.5.Calculate any additional taxes, special fees and other charges.

1.6.Calculate any required currency conversions.

1.7.Calculate final cost of product or service package or itinerary.

1.8.Check product or service package or itinerary calculation against all individual product and service components.

1.9.Keep detailed records of method of calculation, according to organisational formats.

2. Provide quotations to customer.

2.1.Prepare quotation to reflect required customer inclusions.

2.2.Promptly provide quotation to customer according to organisational procedures and formats.

2.3.Include accurate details of cost of product and service provision, and conditions and limitations of quotation.

2.4.Offer secondary quotations with options, as appropriate.

2.5.Record details of quotation accurately and file according to organisational procedures.

2.6.Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste.

3. Update and record quotations.

3.1.Adjust and update quotations to take account of changed requests or arrangements.

3.2.Provide most up-to-date quotation to customer inclusive of current conditions and limitations.

3.3.Record all details of adjusted quotations and file.

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 a quotation covering at least three different tourism, travel, hospitality or event product and service components from the list in the knowledge evidence for at least five different customers with different product and service requirements

integrate knowledge of commissions and mark-ups and fees into each of the above quotations

complete activities within commercial time constraints and deadlines determined by the customer and the organisation.

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

specific industry sector and organisation:

quotation systems and procedures

features of products sold

sources of costs for products, services and fees

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

commission and mark-up rates and procedures

formats for and inclusions of quotations presented to customers

conditions and limitations of quotation considerations:

changes of conditions of pre-existing quotation or booking

changes to provision of pre-existing booking

cost of items that are subject to availability

date of current quotation

exclusions

general conditions and rules

inclusion of fees, taxes and levies

legislative requirements

life and expiry date of quotation

methods of customer accepting quotation

payment requirements

prices being subject to change

product and service components of quotations:

accommodation

activities

convention facilities

cruises

domestic products and services

entertainment

entrance to attractions or sites

food, beverage and catering

functions

international products and services

meals

meeting or event equipment

speaker services

special event consumable items

special items with customer’s corporate branding

technical equipment and services:

audio-visual

pyrotechnics

rigging

sound and lighting

special effects

stage design and construction

venue styling

tour guiding services

tours

transfers

transportation

travel insurance

vehicle rental

venue hire

special fees and other charges that apply to customer bookings:

amendment fee

cancellation fee

communication fee

courier fee

credit card fee

itinerary preparation fee

loyalty program redemption fee

product booking fee

reconfirmation fee

service fee

transaction fee

visa and passport handling fee

primary components of consumer protection laws that relate to providing 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 product is unavailable.

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. Calculate costs of products and services.

1.1.Create records to administer customer details and requirements.

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

1.3.Negotiate costs with suppliers according to commercial agreements and relationships, and within scope of individual responsibility.

1.4.Calculate commissions or mark-up net costs according to organisational procedures to determine a profitable selling price.

1.5.Calculate any additional taxes, special fees and other charges.

1.6.Calculate any required currency conversions.

1.7.Calculate final cost of product or service package or itinerary.

1.8.Check product or service package or itinerary calculation against all individual product and service components.

1.9.Keep detailed records of method of calculation, according to organisational formats.

2. Provide quotations to customer.

2.1.Prepare quotation to reflect required customer inclusions.

2.2.Promptly provide quotation to customer according to organisational procedures and formats.

2.3.Include accurate details of cost of product and service provision, and conditions and limitations of quotation.

2.4.Offer secondary quotations with options, as appropriate.

2.5.Record details of quotation accurately and file according to organisational procedures.

2.6.Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste.

3. Update and record quotations.

3.1.Adjust and update quotations to take account of changed requests or arrangements.

3.2.Provide most up-to-date quotation to customer inclusive of current conditions and limitations.

3.3.Record all details of adjusted quotations and file.

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
Create records to administer customer details and requirements. 
Source, select and interpret product and costing information to prepare quotation. 
Negotiate costs with suppliers according to commercial agreements and relationships, and within scope of individual responsibility. 
Calculate commissions or mark-up net costs according to organisational procedures to determine a profitable selling price. 
Calculate any additional taxes, special fees and other charges. 
Calculate any required currency conversions. 
Calculate final cost of product or service package or itinerary. 
Check product or service package or itinerary calculation against all individual product and service components. 
Keep detailed records of method of calculation, according to organisational formats. 
Prepare quotation to reflect required customer inclusions. 
Promptly provide quotation to customer according to organisational procedures and formats. 
Include accurate details of cost of product and service provision, and conditions and limitations of quotation. 
Offer secondary quotations with options, as appropriate. 
Record details of quotation accurately and file according to organisational procedures. 
Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste. 
Adjust and update quotations to take account of changed requests or arrangements. 
Provide most up-to-date quotation to customer inclusive of current conditions and limitations. 
Record all details of adjusted quotations and file. 

Forms

Assessment Cover Sheet

SITTTSL006 - Prepare quotations
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

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

SITTTSL006 - Prepare quotations

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:

Date:

Student signature:

Date: