CPPPMT3043A
Prepare and present pest management proposals

This unit of competency specifies the outcomes required to prepare and present a pest management proposal to a client, detailing the pest management plan and an estimate for the cost of the proposed services. The unit requires the ability to work with the results of a pest management assessment, confirm the client’s requirements, analyse the requirements of the pest management plan, calculate the costs of the service options, and provide the client with a submission detailing proposed service and benefits, costs and conditions. A comprehensive knowledge of the company’s policies and procedures for developing submissions for pest management plans and costing services is essential.

Application

This unit of competency supports pest management technicians responsible for preparing proposals, including costings, for management of pests and pest activity that impact on the health, safety or amenity of persons or environments in domestic, commercial or industrial premises.


Prerequisites

Not applicable.


Elements and Performance Criteria

1

Review client information.

1.1

Work order is reviewed to determine client requirements according to company requirements.

1.2

Client records are accessed for references to assessment documentation of pest management options and proposed pest management plan according to company requirements.

1.3

Pest management plan is confirmed to meet current client requirements according to company requirements.

2

Prepare pest management plan budget.

2.1

Product and costing information necessary for pest management plan is sourced, selected and interpreted according to company requirements.

2.2

Costs of equipment and materials necessary for implementation of pest management plan are calculated according to company requirements.

2.3

Relevant labour rates and conditions are accessed and used to prepare labour costs according to company and legislativerequirements.

2.4

Budget for pest management plan is developed using equipment, materials and labour costings and includes taxes and profit margin according to company requirements.

2.5

Calculations are checked and legible records of methods of calculations are kept according to company requirements.

2.6

Principles of integrated pest management are incorporated into pest management plan according to company requirements.

2.7

Pest management plan that meets company, legislative, environmental and OHSrequirements is finalised.

3

Prepare client proposal.

3.1

Proposal is prepared in company format according to legislative and company requirements.

3.2

Cost estimate based on pest management plan budget is provided as part of proposal according to company requirements.

3.3

Relevant supporting information is included in proposal according to company requirements.

4

Present proposal to client and initiate follow-up actions.

4.1

Client direction on preferred presentation method for receiving proposal is obtained according to company requirements.

4.2

Proposal is presented to client in client-preferred format, using interpersonal skills and communication techniques and according to company requirements.

4.3

Sufficient time is made available for client to review proposal and opportunities are provided for client to seek further information.

4.4

Issues concerning proposal are negotiated with client according to company requirements.

4.5

Proposal is revised after client negotiations according to company requirements.

4.6

Acceptance by client of proposal is confirmed according to company requirements.

4.7

Client records are updated with copy of proposal submission according to company guidelines.

Required Skills

Required skills

customer service skills to:

establish rapport with clients

gain clients’ trust

perceive and respond to clients’ attitudes to pest problems

language, literacy and numeracy skills for:

communicating clearly and concisely verbally and in writing

estimating costs of materials

performing mathematical calculations required to:

determine costs

measure area and volume

preparing business correspondence

presenting information

reading and interpreting directions and safety instructions, including:

equipment manuals

chemical labels

material safety data sheets (MSDS)

requesting advice or further information

seeking and receiving feedback

sourcing, organising and recording information

negotiating skills to finalise pest management options with clients

planning and organising work, including:

accurately estimating timeframes

scheduling efficiently

interpersonal skills to relate to people from diverse backgrounds

self-management skills to work alone and in a team

Required knowledge

legislation, regulations, codes of practice and industry advisory standards that apply to pest management operations

company management structure and procedures, including:

costing and pricing procedures

emergency response procedures

environment protection procedures

OHS procedures

procedures for preparing and documenting pest management proposals, including plans and quotations

consumer and contract law

product knowledge, including manufacturer specifications for equipment and products being used

types of pests relevant to the area and their life cycles, habits and harbourages

Evidence Required

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

This unit of competency could be assessed by reviewing the outcome of the preparation and presentation of at least one complete pest management proposal under normal industry operating conditions, or if this is not practicable, in a simulated work environment.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

A person who demonstrates competency in this unit must be able to provide evidence of the required skills and knowledge specified in this unit.

In particular the person should demonstrate the ability to:

analyse resource requirements of a pest management plan

calculate costs of service provision

demonstrate compliance with company, legislative and regulatory requirements when preparing pest management proposals

identify hazards and risks associated with pest management

prepare and present a pest management proposal

prepare an accurate quotation.

Context of and specific resources for assessment

Assessment of essential underpinning knowledge may be conducted in an off-site context. It is to comply with relevant regulatory or Australian standards’ requirements.

Resource implications for assessment include access to:

suitable venue

plain English version of relevant statutes and procedures

company policy documents and procedures for preparing and documenting quotations

relevant databases and information

assessment instruments, including personal planner and assessment record book.

Method of assessment

Assessment methods must:

satisfy the endorsed Assessment Guidelines of the Property Services Training Package

include direct observation of tasks in real or simulated work conditions, with questioning to confirm the ability to consistently identify and correctly interpret the essential underpinning knowledge required for practical application

reinforce the integration of employability skills with workplace tasks and job roles

confirm that competency is verified and able to be transferred to other circumstances and environments.

Guidance information for assessment

Reasonable adjustments for people with disabilities must be made to assessment processes where required. This could include access to modified equipment and other physical resources, and the provision of appropriate assessment support.

Assessment processes and techniques should as far as is practical take into account the language, literacy and numeracy capacity of the candidate in relation to the competency being assessed.

This unit could be assessed on its own or in combination with other units relevant to the job function, for example:

CPPPMT3002A Assess pest management options

CPPPMT3005A Modify environment to manage pests

CPPPMT3006A Apply pesticides to manage pests

CPPPMT3007A Implement pest management plans

CPPPMT3009A Advise clients on pest management options

CPPPMT3011A Conduct fumigation.


Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Work order information may include:

access to work site, including:

timing of access

access and egress points

budget allocations

completion times and dates

dress and presentation requirements

environment protection requirements

job requirements and tasks

legislative and local government requirements

OHS requirements and emergency response procedures

requirements for working in isolated and remote locations

resource requirements – equipment and materials

specific client requirements, such as:

noise control

relationships with other customer activities

sensitivity of occupants to pests or pest management

use of signage and barriers

work schedules

work site contact persons.

Clients may include:

bodies corporate

building supervisors

companies or organisations

environmental health officers

executive housekeepers

maintenance managers

owners

persons in control of work processes

property agents or managers

tenants.

Company requirements may include:

access and equity policy, principles and practice

business and performance plans

client communication procedures

client confidentiality procedures

client service standards

company goals, objectives, plans, systems and processes

company issued identification badge, card or pass

company policies and procedures

defined resource parameters

dress and presentation requirements

duty of care, code of conduct and code of ethics

emergency response and evacuation procedures

employer and employee rights and responsibilities

environment protection policies and procedures

establishing operator identity with client

internal communication channels and reporting procedures

OHS policies and procedures

personnel practices and guidelines

policies and procedures relating to own role, responsibility and delegation

quality and continuous improvement processes and standards

records and information systems and processes.

Client records may be a computer or manual file and include:

contact details

customer files and databases

details of previous:

assessments

quotations

service provision

logbooks

pest management plans

reports

specific details about:

work site

nature of pest problem

use of contractors.

Assessment documentation may include:

company activity records

detailed submissions or quotations

photographs

written reports.

Pest management options may include:

biological controls

chemical and physical barrier treatments

cultural controls

environmental controls

management controls.

Pest management plan may include:

advice on health, safety, environmental and other legislative matters

advice on pest prevention strategies

chemical application methods

details of pest and pest activity

follow-up pest management advice, monitoring and call-back schedule

pest management method options

types and quantities of chemicals to be used.

Equipment may include:

brooms

bunding materials

cameras

dishes or bowls

drills

dusters

electrical extension leads

elevated work platforms

equipment decontamination materials

flexible lights

flushing agents

generators

hoses

injectors

knives

ladders

magnifying glasses

measuring jugs

mirrors

probes

safety harnesses

sand and other absorbent materials

screwdrivers

shovels and rakes

sound, moisture and movement detectors

sounding instruments

specimen bottles

spray equipment

torches

trays

waste disposal containers.

Materials may include:

building components

chemicals, including:

cleaning products

flammable products

pesticides

registered agricultural and veterinary (AGVET) products

physical barriers

sealing components.

Labour rates and conditions:

are established under the provisions of industrial relations legislation

may be found in:

enterprise agreements

industry awards and agreements.

Legislative requirements may include:

Australian standards, quality assurance and certification requirements

award and enterprise agreements

industry advisory standards and codes, such as:

building codes

dangerous goods codes

relevant commonwealth, state and territory legislation and local government regulations that affect company operation, such as:

anti-discrimination and diversity

chemical controls

chemical registers and manifests

consumer protection legislation

dangerous goods Acts and regulations

declared pest (plant and animal) reporting

environmental protection issues

equal employment opportunity

freedom of information

industrial relations

motor and commercial vehicle transportation

motor licence and endorsement regulations

OHS Acts and regulations

privacy

public health

trade practices

workplace consultative arrangements.

Environmental requirements may include:

clean up, containment or isolation

company policies and guidelines

emergency chemical spill control measures

hazardous materials handling

regulations, by-laws and guidelines of environmental protection agencies and government departments, such as:

agriculture

emergency services

national parks and wildlife.

Occupational health and safety (also known as workplace health and safety) requirements may relate to:

allergic reactions, such as contact dermatitis

animal management and control procedures

communication devices for remote and isolated locations, such as:

mobile phone

two-way radio

dermatoxicological control and prevention measures

emergency procedures for contact with toxic substances, such as:

splashes in eye or on skin

inhalation

ingestion

hazard identification and risk assessment mechanisms

health surveillance and monitoring, such as regular blood testing

hierarchy of hazard control procedures

industry advisory standards

information provided by national registration authority for chemical approval and state government authorities, such as:

agriculture

environment protection

health

primary industry

injury and dangerous occurrence reporting

national and industry codes of practice

OHS control procedures, such as:

health and safety plans

job plans

job safety analyses

risk assessments

safe operating practices and procedures

safe work instructions

safe work method statements

routes of entry and potential symptoms of exposure to chemicals

safe work practices for equipment, PPE and chemical storage, including interpretation of:

MSDS

hazardous substance information, such as long latency periods

safety, induction and refresher training

selection and use of PPE and clothing appropriate to hazard

up-to-date electrical test and tag compliance

use of chemicals according to MSDS

use of residual current devices

use, storage and maintenance of equipment according to manufacturer specifications and equipment operating manuals

withholding periods and spray drift.

Proposal may be prepared by a consultant, manager, small business owner or supervisor and include:

benefits and rationale of selected methods

conditions and limitations

description of client requirements

evidence of pest activity and location

maintenance programs

pest management methods

pest management plan

quotation on cost of services

response to tenders

warranties or guarantees.

Cost estimates are written and may include:

acceptance of offer provisions

company identification information

costs

description of pest problem

liability terms and conditions

limitations of treatment

proposed management method

results of inspection

terms of trade

warranty or guarantee.

Supporting information may include:

accounting procedures

auditing procedures

formal assessment documents

impact statements

inspection reports

insurances

licences held by staff and company

pest management methods proposed

product or chemical data sheets

professional indemnity insurance

public liability insurance

quality assurance certification

reference sites

reporting systems

training systems

vehicle details

workers compensation.

Presentation methods may include:

formal meeting involving a structured presentation of proposal to individual or group

formal meeting to discuss proposal

informal meeting to deliver proposal with a limited likelihood of detailed discussion on proposal content

posting, faxing or emailing proposal to client.

Interpersonal skills and communication techniques may include:

active listening

language:

accurate, articulate and concise

verbal or non-verbal

presenting options and consequences in a sensitive manner

providing an opportunity for clients to confirm their request

questioning to clarify and confirm client’s understanding

seeking feedback from client to confirm understanding of needs

summarising and paraphrasing to check understanding of client’s message

using effective presentation aids, such as:

audiovisual technologies

diagrams

photos

using appropriate body language.


Sectors

Pest management


Employability Skills

This unit contains employability skills.


Licensing Information

This unit may be an essential requirement for a pest management licence. The full requirements for different licences may vary in different states and territories.