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Evidence Guide: AUMANA001 - Prepare and document quotations

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

AUMANA001 - Prepare and document quotations

What evidence can you provide to prove your understanding of each of the following citeria?

Determine customer requirements

  1. Customer requirements are established and job parameters specified according to workplace procedures
  2. Customer requirements are compared with existing workplace products and services
  3. Variations required by the customer are established
Customer requirements are established and job parameters specified according to workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Customer requirements are compared with existing workplace products and services

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Variations required by the customer are established

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Estimate the job

  1. Variations from standard workplace product or service are identified and estimated
  2. Additional processes, parts and skills required to meet customer requirements are estimated
  3. Workplace job costing procedures, including cost-reduction initiatives, are used to estimate materials, parts, labour and equipment costs for the job
  4. Estimates for contingencies and changed work requirements are included in the total job cost
Variations from standard workplace product or service are identified and estimated

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Additional processes, parts and skills required to meet customer requirements are estimated

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Workplace job costing procedures, including cost-reduction initiatives, are used to estimate materials, parts, labour and equipment costs for the job

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Estimates for contingencies and changed work requirements are included in the total job cost

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document and confirm quotation

  1. Quotation is prepared and confirmed with client according to workplace procedures
  2. Customer purchase and payment arrangements are negotiated
  3. Changes and variations are negotiated to meet customer and workplace needs
  4. Workplace record and customer file are processed according to workplace procedures
Quotation is prepared and confirmed with client according to workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Customer purchase and payment arrangements are negotiated

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Changes and variations are negotiated to meet customer and workplace needs

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Workplace record and customer file are processed according to workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

Elements

Performance Criteria

Elements describe the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions section

1. Determine customer requirements

1.1 Customer requirements are established and job parameters specified according to workplace procedures

1.2 Customer requirements are compared with existing workplace products and services

1.3 Variations required by the customer are established

2. Estimate the job

2.1 Variations from standard workplace product or service are identified and estimated

2.2 Additional processes, parts and skills required to meet customer requirements are estimated

2.3 Workplace job costing procedures, including cost-reduction initiatives, are used to estimate materials, parts, labour and equipment costs for the job

2.4 Estimates for contingencies and changed work requirements are included in the total job cost

3. Document and confirm quotation

3.1 Quotation is prepared and confirmed with client according to workplace procedures

3.2 Customer purchase and payment arrangements are negotiated

3.3 Changes and variations are negotiated to meet customer and workplace needs

3.4 Workplace record and customer file are processed according to workplace procedures

Required Skills and Knowledge

Elements

Performance Criteria

Elements describe the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions section

1. Determine customer requirements

1.1 Customer requirements are established and job parameters specified according to workplace procedures

1.2 Customer requirements are compared with existing workplace products and services

1.3 Variations required by the customer are established

2. Estimate the job

2.1 Variations from standard workplace product or service are identified and estimated

2.2 Additional processes, parts and skills required to meet customer requirements are estimated

2.3 Workplace job costing procedures, including cost-reduction initiatives, are used to estimate materials, parts, labour and equipment costs for the job

2.4 Estimates for contingencies and changed work requirements are included in the total job cost

3. Document and confirm quotation

3.1 Quotation is prepared and confirmed with client according to workplace procedures

3.2 Customer purchase and payment arrangements are negotiated

3.3 Changes and variations are negotiated to meet customer and workplace needs

3.4 Workplace record and customer file are processed according to workplace procedures

Range Statement

This section specifies work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included. Bold italicised wording, if used in the performance criteria, is detailed below.

Cost-reduction initiatives must include:

continuous improvement programs

waste avoidance.