PRMPM43A
Prepare and present a pest management submission including quotation

This unit of competency covers the skills and knowledge required to prepare and present a pest management submission to a client, detailing the pest management plan and a quotation for the cost of the proposed services. The unit applies to pests and pest activity that impact on the health, safety or amenity of persons or environments and can be applied to domestic, commercial or industrial premises.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, its cost and conditions. A comprehensive knowledge of the company's policies and procedures for developing management plans submissions and costing of services is essential to perform this task.

Application

Not Applicable


Prerequisites

Not Applicable


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

1 Review client information

1.1 Review work order for client requirements and access client records referring to any assessment documentation of pest management method options and proposed pest management plan in accordance with company requirements

1.2 Confirm pestmanagement plan meets current client requirements in accordance with company requirements

2 Prepare pest management plan budget

2.1 Source, select and interpret product and costing information necessary for the pestmanagement plan in accordance with company requirements

2.2 Calculate costs of equipment and materials necessary for the implementation of the pest management plan in accordance with company requirements

2.3 Access and use relevant labour rates and conditions to prepare labour costs in accordance with legislative and company requirements

2.4 Develop a pest management plan budget using the equipment, materials and labour costings and including taxes and profit margin in accordance with company requirements

2.5 Check all calculations and keep legible records of method of calculations in accordance with company requirements

2.6 Incorporate principles of integrated pest management into the pest management plan in accordance with company requirements

2.7 Ensure the pest management plan meets environmental, legislative, OHS and company requirements

3 Prepare client submission

3.1 Prepare submission in company format in accordance with legislative and company requirements

3.2 Provide an accurate quotation based on the pest management plan budget as part of the submission in accordance with company requirements

3.3 Include relevant supporting information in the submission in accordance with company requirements

4 Present submission to client and initiate follow-up actions

4.1 Obtain client direction on their preferred presentation method for receiving the submission in accordance with company requirements

4.2 Use appropriate interpersonal skills and communication techniques if meeting the client when presenting the submission in accordance with company requirements

4.3 Allow client time to review the submission and offer opportunities for the client to seek further information in accordance with company requirements

4.4 Negotiate any issues concerning the submission, quotation and pest management plan with the client in accordance with company requirements

4.5 Revise submission including quotation and pest management plan after client negotiations in accordance with company requirements

4.6 Confirm acceptance of the submission including quotation in writing in accordance with company requirements

4.7 Update client records with a copy of the submission in accordance with company guidelines

Required Skills

Refer to Evidence Guide

Evidence Required

The evidence guide identifies the requirements to be demonstrated to confirm competence for this unit. Assessment must confirm sufficient ability to use appropriates skills and knowledge to prepare and present a pest management submission including a quotation for the cost of the proposed service(s). Assessment of performance should be over a period of time covering all categories within the range statement that are applicable in the working environment.

Critical aspects of competency

Accurate identification of the hazards and risks associated with pest management.

Analysing the resource requirements of a pest management plan.

Calculating costs of service provision.

Compliance with company and legislative/regulatory requirements.

Outcomes achieved in relation to company requirements.

Preparation and presentation of a pest management submission.

Preparation of an accurate quotation.

Knowledge needed to achieve the performance criteria

Knowledge and understanding are essential to apply this unit in the workplace, to transfer the skills to other contexts, and to deal with unplanned events. The knowledge requirements for this unit are listed below.

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

Product knowledge including manufacturers' specifications for equipment and products being used.

Company policies and procedures in relation to preparing and documenting pest management plans, submissions and quotations.

Company costing and pricing procedures.

OHS legislation and procedures.

Emergency response procedures.

Applicable regulations, codes of practice and industry advisory standards.

Consumer and contract law.

Company management structure and reporting procedures.

Specific skills needed to achieve the performance criteria

To achieve the performance criteria, some complementary skills are required. These are:

estimating

interpersonal skills

presentation skills

negotiation skills

reading, interpreting and comprehending directions and safety instructions in equipment manuals and on chemical labels and MSDS

performing the mathematical calculations required for measuring areas and volumes and determining costs

preparation of business correspondence

communicating clearly and concisely using written and verbal modes

requesting advice or further information

seeking and receiving feedback

working on an individual basis and within a team

planning and organising work

sourcing, organising and recording information

customer service.

Other units of competency that could be assessed with this unit

Competence in this unit may be assessed in conjunction with:

PRMPM02B Assess pest management options

PRMPM05B Modify environment to manage pests

PRMPM06B Apply pesticide to manage pests

PRMPM07B Implement a pest management plan

PRMPM09B Advise client on pest management options

PRMPM11B Conduct fumigation.

Resources required to assess this unit

The following resources should be available:

access to a suitable venue

access to plain English version of relevant statutes and procedures

access to company policy documents and procedures for preparing and documenting quotations

access to relevant databases and information

assessment instruments, including personal planner and assessment record book.

Gaining evidence to assess this unit

For valid and reliable assessment of this unit the competency should be demonstrated in the field by reviewing the outcome of the preparation and presentation of at least one complete pest management submission under normal industry operating conditions, or if this is not practicable, in a simulated work environment.

The competency is to be demonstrated in a range of situations, which may include customer/workplace interruptions and involvement in related activities normally experienced in the workplace.

Supplementary evidence may be obtained from relevant written correspondence with existing and potential clients. This information must be relevant by showing evidence of the candidate's work performance.

Other forms of gaining evidence such as through oral questioning and hypothetical situations (scenarios) may be used to supplement (but not substitute for) the practical demonstration of competence.

Key competency levels

There are a number of processes that are learnt throughout work and life which are required in all jobs. They are fundamental processes and generally transferable to other work functions. Some of these are covered by the key competencies, although others may be added.

Information below highlights how these processes are applied in this competency standard.

1

Perform the process

2

Perform and administer the process

3

Perform, administer and design the process

How can communication of ideas and information be applied?

2

Assist client's decision-making process re the type and level of service required by providing timely and relevant information concerning pest management.

How can information be collected, analysed and organised?

2

Collect and analyse information about the client's needs and services expectations and prepare a submission that addressees these needs and expectations.

How are activities planned and organised?

2

Plan and organise work order in accordance with client brief and company requirements.

How can teamwork be applied?

2

Communicate to team members information contained within work order to be carried out in accordance with company requirements.

How can the use of mathematical ideas and techniques be applied?

2

Calculate site area, equipment and materials to be included in client submission and quotation figures.

How can problem-solving skills be applied?

2

Communicate with management and client to identify and control potential risks or problems which may arise.

How can the use of technology be applied?

2

Record data such as submission, quotation, potential incident/hazard and other documentation for future use.


Range Statement

The range statement links the required knowledge and organisational and technical requirements to the workplace context. It describes any contextual variables that will be used or encountered when applying the competency in work situations. It allows for different work practices and work and knowledge requirements as well as for differences between organisations and workplaces. The following variables are listed alphabetically and may be present for this particular unit.

Assessment documentation may include:

company activity records

detailed submissions or quotation

photographs

written reports.

Clients may include:

body corporate

building supervisor

company/organisation

environmental health officer

executive housekeeper

maintenance manager

owner

person in control of work processes

property agent/manager

tenant.

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

contact details

customer files and databases

details of previous assessments

details of previous quotations

details of previous service provision

logbooks

pest management plan

reports

specific details about the work site, nature of the pest problem, etc

use of contractors.

Company requirements may include:

access and equity policy, principles and practice

business and performance plans

client communication procedures

client confidentiality procedures

client service standards

communication channels and reporting procedures

company goals, objectives, plans, systems and processes

company issued identification badge/card/pass

company policy and procedures

defined resource parameters

dress and presentation requirements

duty of care, code of conduct, code of ethics

emergency response and evacuation procedures

employer and employee rights and responsibilities

establishing operator identity with client

maintenance procedures for equipment and PPE

OHS control procedures (e.g. health and safety plans, job plans, job safety analysis, risk assessments, safe operating practices/procedures, safe work instructions, work method statements, safe system of work statements)

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

training (induction and refresher) materials

work site access security clearance procedures.

Environmental requirements may include:

clean-up, containment and/or isolation

company policies and guidelines

emergency chemical spill control measures

environmental protection agency and government departments (e.g. agriculture, emergency services and national parks and wildlife) regulations and guidelines

hazardous materials handling

local government regulations/bylaws.

Equipment may include:

broom

bunding material

camera

dishes or bowls

drills

dusters

electrical extension leads

elevated work platforms

equipment decontamination materials

flexible light

flushing agents

generators

hoses

injectors

knifes

ladders

magnifying glass

measuring jug

mirrors

probes

safety harnesses

sand and other absorbent materials

screwdrivers

shovels and rakes

sounding, moisture and movement detectors

specimen bottles

spray equipment

torches

trays

waste disposal containers.

Interpersonal skills and communication techniques may include:

active listening

language - accurate, articulate and concise

language, verbal or non-verbal

presentation of options and consequences

providing an opportunity for the client to confirm their request

questioning to clarify and confirm the client's understanding

seeking feedback from client to confirm understanding of needs

summarising and paraphrasing to check understanding of client's message

use of effective presentation aids (audiovisual slides, diagrams, photos, pictures)

using appropriate body language.

Labour rates and conditions are established under the provisions of industrial relations legislation and 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

relevant Commonwealth/state/territory legislation and local government regulations which affect company operation:

anti-discrimination and diversity

building codes

chemical controls

chemical registers/manifests

consumer protection legislation

dangerous goods Acts and regulations

dangerous goods code

declared pest (plant and animal) reporting

environmental protection issues

equal employment opportunity

freedom of information

industrial relations

motor and commercial vehicle(s) transportation

motor licence and endorsement regulations

OHS Acts and regulations

privacy

public health

trade practices

workplace consultative arrangements.

Materials may include:

building components

chemicals

cleaning products

flammable products

pesticides

registered AGVET products

physical barriers

sealing components.

Occupational health and safety* (OHS) requirements may relate to:

allergic reactions (contact dermatitis, etc)

animal management/control procedures

communication devices for remote and isolated locations e.g. mobile phone, two-way radio, etc

dermatoxicological control and prevention measures

emergency procedures for eye and skin contact, inhalation and ingestion of toxic substances

hazard identification and risk assessment mechanisms

health surveillance and monitoring (e.g. regular blood testing)

hierarchy of hazard control procedures

industry advisory standards

information provided by national registration authority for chemical approval and state government authorities e.g. agriculture, environment protection, health and primary industry

injury and dangerous occurrence reporting

national and industry codes of practice

OHS control procedures (e.g. health and safety plans, job plans, job safety analysis, risk assessments, safe operating practices/procedures, safe work instructions, work method statements, safe system of work statements)

routes of entry and potential symptoms of exposure from chemicals

safe work practices for equipment, PPE and chemical storage including interpretation of material safety data sheet (MSDS) and hazardous substance information e.g. long latency periods

safety training, induction and refresher training

selection and use of PPE and clothing appropriate to the hazard

up-to-date electrical test and tag compliance

use of chemicals in accordance with MSDS

use of residual current devices

use, storage and maintenance of equipment in accordance with manufacturers' specifications and equipment operating manuals

withholding periods and spray drift.

* Also known as workplace health and safety

Pest management method options may include:

biological controls

chemical and physical barrier treatments

cultural controls

environmental controls

management controls.

Pest management plan may include:

advice of 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.

Presentation methods may include:

a formal meeting involving a structured presentation of the submission to an individual or group

a formal meeting to discuss the submission

an informal meeting to deliver the submission with a limited likelihood of detailed discussion on submission content

posting, faxing or emailing the submission to the client.

Quotations are written and may include:

acceptance of offer provisions

company identification information

costs

description of the pest problem

liability terms and conditions

limitations of treatment

proposed management method

results of inspection

terms of trade

warranty/guarantee.

Submissions 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

proposals

quotation on cost of service(s)

tenders

warranties/guarantees.

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 used

product/chemical data sheets

professional indemnity

public liability

quality assurance certification

reference sites

reporting systems

training systems

vehicle

workers compensation.

Work order information may include:

access to work site including timing of access and access and egress points

budget allocations

completion times/dates

job requirements and tasks

legislative and local government requirements

OHS requirements and emergency response procedures

resource requirements - equipment and materials

specific client requirements e.g. noise control, sensitivity of occupants to pests and/or management, relationships with other customer activities, dress and presentation requirements

use of signage and barriers

work schedules

work site contact person(s)

working in isolated and remote locations.


Sectors

Not Applicable


Employability Skills

Not Applicable


Licensing Information

Not Applicable