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

SITXCCS019 Mapping and Delivery Guide
Prepare quotations

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency SITXCCS019 - 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 type of organisation and quotations can be for any product or service. It applies to frontline sales or operations personnel who operate with some level of independence and under limited supervision.The skills in this unit of competency must be applied in accordance with Commonwealth and State/Territory legislation, Australian standards and industry codes of practice.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 safe environment, incorporating the use of industry-realistic simulations and scenarios.

Assessment must ensure access to:

computers, information systems and software

internet

storage for computer data

current costing information for products and services

operational documentation

details of supplier contracts and customer files

current plain English regulatory documents distributed by government consumer protection regulators.

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 Client and Customer Service
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 customer file to administer customer details and requirements.
  • Source, select and interpret product or service costing information to prepare quotation.
  • Calculate commissions or mark-up net costs according to organisational procedures to determine a profitable selling price.
  • Calculate any additional taxes, fees or other charges.
  • Check product or service package cost calculation against all individual product and service components.
  • Determine final cost of product or service package and record on customer file according to organisational procedures.
       
Element: Provide quotations to customer.
  • Prepare quotation to reflect customer requirements and provide to customer according to organisational procedures and formats.
  • Include accurate details of cost of product and service provision, and conditions and limitations of quotation.
  • 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 customer requests or arrangements.
  • Provide most up-to-date quotation to customer inclusive of current conditions and limitations.
  • Record all details of adjusted quotations on customer 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

PERFORMANCECRITERIA

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 customer file to administer customer details and requirements.

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

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

1.4. Calculate any additional taxes, fees or other charges.

1.5. Check product or service package cost calculation against all individual product and service components.

1.6. Determine final cost of product or service package and record on customer file according to organisational procedures.

2. Provide quotations to customer.

2.1. Prepare quotation to reflect customer requirements and provide to customer according to organisational procedures and formats.

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

2.3. 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 customer 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 on customer 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 for three different customers, each including at least three different product or service components

integrate commissions, mark-ups and fees into each of the above quotations as applicable

complete above 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:

for products or services provided by the organisation:

quotation systems and procedures

costs and features of products sold

sources of costs for products, services and fees

commission and mark-up rates and procedures

formats for and inclusions of quotations presented to customers

conditions and limitations of quotation considerations:

changes to pre-existing quotation or booking

exclusions

general conditions, rules and legislative requirements

inclusion of fees, taxes and levies

expiry date of quotation

methods of customer accepting quotation

payment requirements

prices being subject to change

additional fees and other charges that apply to customer bookings

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 and future credits

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

PERFORMANCECRITERIA

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 customer file to administer customer details and requirements.

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

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

1.4. Calculate any additional taxes, fees or other charges.

1.5. Check product or service package cost calculation against all individual product and service components.

1.6. Determine final cost of product or service package and record on customer file according to organisational procedures.

2. Provide quotations to customer.

2.1. Prepare quotation to reflect customer requirements and provide to customer according to organisational procedures and formats.

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

2.3. 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 customer 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 on customer 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 customer file to administer customer details and requirements. 
Source, select and interpret product or service costing information to prepare quotation. 
Calculate commissions or mark-up net costs according to organisational procedures to determine a profitable selling price. 
Calculate any additional taxes, fees or other charges. 
Check product or service package cost calculation against all individual product and service components. 
Determine final cost of product or service package and record on customer file according to organisational procedures. 
Prepare quotation to reflect customer requirements and provide to customer according to organisational procedures and formats. 
Include accurate details of cost of product and service provision, and conditions and limitations of quotation. 
Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste. 
Adjust and update quotations to take account of changed customer requests or arrangements. 
Provide most up-to-date quotation to customer inclusive of current conditions and limitations. 
Record all details of adjusted quotations on customer file. 

Forms

Assessment Cover Sheet

SITXCCS019 - 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

SITXCCS019 - 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: