TLIP4010A
Assess lift requirements and provide quotation

This unit involves the skills and knowledge required to assess job requirements for a lift using a mobile crane, and provide a quotation to a customer, including establishing customer requirements, determining the credit rating of customer, identifying the scope of the work, specifying job requirements and methods with customers, and documenting the quotation. Licensing, legislative, regulatory or certification requirements are applicable to this unit.

Application

Work must be carried out in compliance with the licence/permit requirements and regulations of the relevant state/territory authorities pertaining to mobile crane operations.

Work is performed under general supervision. It involves the application of some judgement and routine principles and procedures to the assessment of lift requirements and the provision of a quotation for a mobile crane lift in a variety of operational contexts including specialised lifts.


Prerequisites

Not Applicable


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

1Establish customer requirements

1.1 Customer is addressed in a courteous and business-like manner

1.2 Customer requirements and degree of urgency are established promptly

1.3 Impact of relevant legislation or workplace policy for dealing with requirements, and ability to respond are identified

1.4 Service requests requiring additional research are allocated a priority and arrangements made for follow-up

2Determine credit rating of customer

2.1 Customer's full credit details are taken to enable suitable reference checks to be made

2.2 Unclear or uncertain credit information is referred to management for decision prior to proceeding

2.3 When necessary, special payment arrangements are negotiated or service is refused according to workplace policy

3Identify scope of work

3.1 Location, time, type of lift, type of crane and service needs are clarified

3.2 Need to refer job to supervisor is determined and arrangements made according to workplace procedures

3.3 Suitability of available equipment, materials and personnel is established against customer's requirements

3.4 Need for permits, notifications and authorisations from authorities is identified

3.5 Special requirements for access and/or the lift are established and confirmed with the customer

3.6 Information regarding possible hazards is sought from customer and any hazards noted

3.7 Workplace records and rate schedules are used to determine applicable rate for customer

3.8 Suitable allowances for contingencies are provided based on findings from site inspection

4Specify job requirements and methods with customers

4.1 Equipment, time and labour requirements to complete job safely and efficiently are established in line with legislative requirements and workplace procedures

4.2 Job requirements, proposed method for operation and costs are presented to customer with clear explanations of contingencies

4.3 Lift charts and drawings where applicable are used in clarifying job requirements to customer

4.4 Opportunities are provided for customer to seek clarification on costing and proposed methods

4.5 Quotation is followed up according to workplace procedures

4.6 Quotation is confirmed with customer and signed authorisation of quotation and relevant indemnity forms obtained in line with workplace policy and procedures

4.7 Agreed terms and conditions are included in the written quotation

5Document quotation

5.1 Quotation format is in accordance with workplace requirements

5.2 Information is clear, concise and relevant

5.3 Copy of quotation is provided to client promptly

5.4 Quotation and related documentation is filed and other records updated accurately, legibly and promptly according to workplace procedures

Required Skills

REQUIRED KNOWLEDGE AND SKILLS

This describes the essential knowledge and skills and their level required for this unit.

Required knowledge:

Relevant road rules, regulations, permit and licence requirements pertaining to mobile crane operation

Relevant OH&S and environmental procedures and regulations

Mobile crane applications, capacities, configurations, safety hazards and control mechanisms

Company work procedures concerning the assessment of lift requirements and the provision of a quotation for a mobile crane lift

Costing structures for mobile crane lifts

Sources of information required to assess lift requirements and provide a quotation for a mobile crane lift

Procedures and protocols for checking the credit rating of a customer

Typical problems that may occur when assessing lift requirements and providing a quotation and appropriate related action and solutions

Prioritising and multi-tasking work

Focus of operation of work systems and equipment

Operational procedures for crane crews

Required skills:

Communicate effectively with others when assessing lift requirements and providing a quotation

Read and interpret instructions, procedures, information and technical data relevant to the assessment of lift requirements and provision of a quotation

Interpret and follow operational instructions and prioritise work

Complete documentation related to the assessment of lift requirements and provision of a quotation

Operate electronic communication equipment to required protocol

Work collaboratively with others when assessing lift requirements and providing a quotation

Adapt appropriately to cultural differences in the workplace, including modes of behaviour and interactions with others

Promptly report and/or rectify any problems that may be identified when assessing lift requirements and providing a quotation in accordance with regulatory requirements and workplace procedures

Implement contingency plans for unanticipated situations that may arise when assessing lift requirements and providing a quotation

Apply relevant agreements, codes of practice or other legislative requirements

Plan own work including predicting consequences and identifying improvements

Monitor work activities in terms of planned schedule

Modify activities depending on differing operational contingencies, risk situations and environments

Work systematically with required attention to detail without injury to self or others, or damage to goods or equipment

Operate and adapt to differences in equipment in accordance with standard operating procedures

Identify and correctly assess requirements for equipment, processes and procedures needed during a lift

Select and use required personal protective equipment conforming to industry and OH&S standards

Evidence Required

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

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

The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:

the underpinning knowledge and skills

relevant legislation and workplace procedures

other relevant aspects of the range statement

Context of and specific resources for assessment

Performance is demonstrated consistently over a period of time and in a suitable range of contexts

Resources for assessment include:

a range of relevant exercises, case studies and/or other simulated practical and knowledge assessment, and/or

access to an appropriate range of relevant operational situations in the workplace

In both real and simulated environments, access is required to:

relevant and appropriate materials and equipment, and

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

Method of assessment

Assessment of this unit must be undertaken by a registered training organisation

As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests

Practical assessment must occur:

through activities in an appropriately simulated environment at the registered training organisation, and/or

in an appropriate range of situations in the workplace


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.

Operations may be conducted:

day or night

in a variety of weather conditions

Environment may include movement of:

equipment

goods

materials

vehicular traffic

Customers may be:

internal or external

Quotations may be provided for mobile crane lifts in a range of industry sectors including:

construction and demolition

manufacturing

waterfront

mining

primary industry

utilities (electricity, gas, water)

arboricultural

swimming pool

quarrying

Specialised lifts may include:

large surface areas-pools

tilt-up panels

drive-in movie screens

tree removal and replacement

bridge beams

multiple crane lifts

passing loads to other cranes

tailing out of loads

turning loads over

lifting high value goods

recovery work

specialised operations-drag lines

clam shell

pile driving

barge work

work involving work box duties

Hazards may include:

power lines

noise, light, energy sources

overhead service lines

surrounding buildings, structures, facilities

underground services

obstructions

uneven or unstable ground and recently filled trenches

stationary and moving machinery and equipment

hazardous or dangerous materials

traffic hazards and congestion

Hazard management is consistent with:

the principle of hierarchy of control with elimination, substitution, isolation and engineering control measures being selected before safe working practices and personal protective equipment

Consultative processes may involve:

other employees and supervisors

management

union representatives

clients

industrial relations and OH&S specialists

other professional or technical staff

Requirements for access and/or lift may include:

site restrictions and procedures

authorities and permits

hours of operation

induction

slings, chains, nets, brackets and other specialised lifting equipment

noise restrictions

personal protective equipment

support trucks

additional gear and equipment

communications equipment

Personal protective equipment may include:

gloves

safety headwear and footwear

sunscreen, sunglasses and safety glasses

two-way radios

high visibility clothing

Depending on the type of organisation concerned and the local terminology used, workplace procedures may include:

company procedures

enterprise procedures

organisational procedures

established procedures

site procedures

Documentation/records may include:

site plans

Safe Working Load (SWL) and Working Load Limit (WLL)

operations manuals including load charts and crane and rigging manuals

induction documentation

competency standards and training materials

job specifications and procedures

crane and equipment manufacturers specifications and guidelines

workplace operating procedures and policies

supplier and/or client instructions

communications technology equipment, oral, aural or signed communications

personal and work area work procedures and practices

conditions of service, legislation and industrial agreements including:

workplace agreements and awards

occupational health and safety procedures

standards and certification requirements

quality assurance procedures

emergency procedures

Applicable procedures and codes may include:

relevant state/territory regulations and licence/permit requirements pertaining to specialised mobile crane operations

relevant state/territory road rules

relevant state/territory OH&S legislation

relevant state/territory fatigue management regulations

relevant state/territory environmental protection legislation


Sectors

Not Applicable


Employability Skills

This unit contains employability skills.


Licensing Information

Refer to Unit Descriptor