This unit involves the skills and knowledge required to prepare quotations for supply of effective and efficient lighting products.

It includes identifying job specifications, and developing and submitting quotations to the customer.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Identify job specifications for quotation

1.1

Work health and safety (WHS)/occupational health and safety (OHS) procedures for a given work area are identified, obtained and applied

1.2

WHS/OHS risk control measures and procedures are followed

1.3

Scope of lighting products required is determined from job specifications and discussions with appropriate person/s

1.4

Level of service quotation is determined from job specification, documented and agreement sought from appropriate person/s

1.5

WHS/OHS policies and relevant industry standards are incorporated in work on which the quotation is based

1.6

Timeline for the submission of the quotation is determined with the appropriate person/s

2

Develop quotation

2.1

Lighting products and related material take-off lists are prepared accurately and checked against job specification

2.2

Lighting products are selected to meet job specification requirements

2.3

Calculations are applied to selecting the type and quantity of lighting products included in the quotation

2.4

Item costs are determined in accordance with workplace policy and procedures

2.5

Quotations are checked for accuracy in costing and job specification

3

Document and submit quotation

3.1

Quotation is documented in accordance with workplace policies and procedures

3.2

Quotation is submitted to customer by an agreed date

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria and range of conditions on at least two occasion and include:

determining the scope of lighting products required from job specifications and discussions with customer and/or other appropriate person(s)

documenting the compliance requirements and level of service on which the quotation is to be given

establishing timelines for submission of the quotation

performing material take-offs accurately

applying calculation to selecting appropriate type and quantity of lighting products

determining item costs from enterprise costing policy and procedures

checking quotation against item costs and job specifications

documenting quotation accurately and submitting it on time

dealing with unplanned events

applying relevant work health and safety (WHS)/occupational health and safety (OHS) requirements, includes using risk control measures

developing quotations.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria and range of conditions and include knowledge of:

lighting products — quotation preparation, including:

knowledge of lighting products

illumination principles

lighting applications

lighting product parameters

compliance requirements

installation conditions

interpreting manufacturer’s technical data

interpreting job specifications

interpreting equipment schedules

documenting quotations

use of computer program for quoting purposes

relevant item and service costing

relevant manufacturer specifications

relevant job safety assessments or risk mitigation processes

relevant WHS/OHS legislated requirements

relevant workplace documentation

relevant workplace policies and procedures.

Assessors must hold credentials specified within the Standards for Registered Training Organisations current at the time of assessment.

Assessment must satisfy the Principles of Assessment and Rules of Evidence and all regulatory requirements included within the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in suitable workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated suitable workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Resources for assessment must include access to:

a range of relevant exercises, case studies and/or simulations

relevant and appropriate materials, tools, facilities, equipment and personal protective equipment (PPE) currently used in industry

applicable documentation, including workplace procedures, equipment specifications, regulations, relevant industry standards, codes of practice and operation manuals.

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions may be found in the UEE Electrotechnology Training Package Companion Volume Implementation Guide.

Preparing quotation for the supply of lighting products with a quotation value in excess of $10,000 must include at least the following:

three types of products:

luminaries type

high efficiency troffer fitting

high bay fittings

compact floodlamps

energy efficient halogen downlights

compact fluorescent downlights

diffused fluorescent fittings

two types of installations:

large residential lighting design

store/shop lighting

shopping centre general lighting

security lighting

car park lighting

Electrotechnology

Electrical