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Evidence Guide: CPPCLO4025 - Provide quotation for cleaning services

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

 

CPPCLO4025 - Provide quotation for cleaning services

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

Assess and calculate cost of services.

  1. Client is contacted and work site is assessed, as required, according to company procedures.
  2. Client and work site details and cleaning requirements are noted and client record is created according to company requirements.
  3. Human resource requirements and product and costing information are sourced, selected and interpreted according to company requirements.
  4. Costs, taxes and profit margin are calculated according to company requirements.
  5. Calculations are checked, and detailed and legible records of methods of calculations are kept, according to company requirements.
Client is contacted and work site is assessed, as required, according to company procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Client and work site details and cleaning requirements are noted and client record is created according to company requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Human resource requirements and product and costing information are sourced, selected and interpreted according to company requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Costs, taxes and profit margin are calculated according to company requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide quotation to client.

  1. Accurate details of cost of service and conditions and limitations of quotation are included in quotations according to company requirements.
  2. Quotations are provided to client according to company requirements.
  3. Options, with secondary quotations, are offered according to company requirements.
  4. Details of quotations are recorded accurately and legibly and retained on file according to company requirements.
Accurate details of cost of service and conditions and limitations of quotation are included in quotations according to company requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Quotations are provided to client according to company requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Options, with secondary quotations, are offered according to company requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Details of quotations are recorded accurately and legibly and retained on file according to company requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Respond to request for variation of existing contract.

  1. Client request for variation is handled by authorised person as determined by company requirements.
  2. Requests are assessed according to company requirements.
  3. Accurate costing is prepared and quotation for requested changes is provided according to company requirements.
  4. Client record is updated and details of quotation are recorded according to company requirements.
Client request for variation is handled by authorised person as determined by company requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Requests are assessed according to company requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Accurate costing is prepared and quotation for requested changes is provided according to company requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Client record is updated and details of quotation are recorded according to company requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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.

1.

Assess and calculate cost of services.

1.1.

Client is contacted and work site is assessed, as required, according to company procedures.

1.2.

Client and work site details and cleaning requirements are noted and client record is created according to company requirements.

1.3.

Human resource requirements and product and costing information are sourced, selected and interpreted according to company requirements.

1.4.

Costs, taxes and profit margin are calculated according to company requirements.

1.5.

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

2.

Provide quotation to client.

2.1.

Accurate details of cost of service and conditions and limitations of quotation are included in quotations according to company requirements.

2.2.

Quotations are provided to client according to company requirements.

2.3.

Options, with secondary quotations, are offered according to company requirements.

2.4.

Details of quotations are recorded accurately and legibly and retained on file according to company requirements.

3.

Respond to request for variation of existing contract.

3.1.

Client request for variation is handled by authorised person as determined by company requirements.

3.2.

Requests are assessed according to company requirements.

3.3.

Accurate costing is prepared and quotation for requested changes is provided according to company requirements.

3.4.

Client record is updated and details of quotation are recorded according to company requirements.

Required Skills and Knowledge

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.

1.

Assess and calculate cost of services.

1.1.

Client is contacted and work site is assessed, as required, according to company procedures.

1.2.

Client and work site details and cleaning requirements are noted and client record is created according to company requirements.

1.3.

Human resource requirements and product and costing information are sourced, selected and interpreted according to company requirements.

1.4.

Costs, taxes and profit margin are calculated according to company requirements.

1.5.

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

2.

Provide quotation to client.

2.1.

Accurate details of cost of service and conditions and limitations of quotation are included in quotations according to company requirements.

2.2.

Quotations are provided to client according to company requirements.

2.3.

Options, with secondary quotations, are offered according to company requirements.

2.4.

Details of quotations are recorded accurately and legibly and retained on file according to company requirements.

3.

Respond to request for variation of existing contract.

3.1.

Client request for variation is handled by authorised person as determined by company requirements.

3.2.

Requests are assessed according to company requirements.

3.3.

Accurate costing is prepared and quotation for requested changes is provided according to company requirements.

3.4.

Client record is updated and details of quotation are recorded according to company requirements.

A person demonstrating competency in this unit must satisfy the requirements of the elements, performance criteria, foundation skills and range of conditions of this unit.

The person must also:

prepare a quotation for cleaning services for two different new work sites, where each quotation must:

comply with company requirements

reflect company policies and procedures

present service offer, costing and conditions, and limitations of the quotation

respond to two different requests for variations to existing contracts for cleaning services.

A person demonstrating competency in this unit must demonstrate knowledge of:

consumer protection issues and fair trading and trade practices requirements relating to cleaning operations

contractual requirements, including processes for handling and responding to requests to vary contracts

company processes and procedures, including those relating to:

client records

environmental protection procedures

health and safety procedures

purchasing policy and processes

reporting procedures

key requirements of legislation, regulations, codes of practice and industry advisory standards relating to providing quotations for cleaning services, including:

chemical controls

chemical registers and manifests

energy conservation

environmental protection

privacy

public health

water conservation

work health and safety (WHS)

mathematical methods for calculating costs, taxes and profit margins

product and service knowledge, including:

effective and compatible cleaning methods for various surface types

chemicals and their uses

cleaning equipment and its uses

work order specifications.

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.

Work site must include:

wet areas

food service areas

general office areas

public areas.

Conditions and limitations of quotation must include:

dates of quotations

general conditions and rules

inclusions and exclusions

expiry dates of quotations

payment details.

Requests for variation must be in response to four of the following:

change in level of client’s business

contractor requirements

emergencies

irregular requirements, such as shampoo carpet or window cleaning

new building work.

Requests must be assessed against:

existing contract conditions

additional work required

capacity to respond.