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Evidence Guide: ICTTEN402 - Estimate and quote for customer telecommunications equipment installation

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

 

ICTTEN402 - Estimate and quote for customer telecommunications equipment installation

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

Confirm and update schematic drawings and specifications

  1. Obtain existing specifications and drawings and prepare additional or new schematic drawings and specifications for installation if required
  2. Confirm all fittings, cable types and equipment locations with customer
Obtain existing specifications and drawings and prepare additional or new schematic drawings and specifications for installation if required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm all fittings, cable types and equipment locations with customer

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Price labour, materials and other relevant items and establish availability

  1. Obtain quotations and delivery dates from suppliers to ensure fair comparisons across suppliers
  2. Estimate labour costs based on company or industry labour rates and conditions
  3. Check pricing documentation to ensure supply proposal matches customer specification for material, quality and performance
Obtain quotations and delivery dates from suppliers to ensure fair comparisons across suppliers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Estimate labour costs based on company or industry labour rates and conditions

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check pricing documentation to ensure supply proposal matches customer specification for material, quality and performance

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Estimate labour, materials and other relevant item requirements

  1. Prepare estimations allowing for contingencies during installation and relevant legislation, codes, regulations and standards
  2. Calculate costs using standard unit measures where relevant
  3. Ensure estimates will return a profit on installation where appropriate
Prepare estimations allowing for contingencies during installation and relevant legislation, codes, regulations and standards

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Calculate costs using standard unit measures where relevant

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure estimates will return a profit on installation where appropriate

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare and confirm quote with customer

  1. Prepare an equipment installation quote that meets customer requirements
  2. Negotiate changes and variations to meet customer and company needs
Prepare an equipment installation quote that meets customer requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Negotiate changes and variations to meet customer and company needs

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

5. Establish customer's financial arrangements

  1. Obtain customer’s approval of purchase arrangements and method of payment
  2. Complete finance company negotiations successfully, where required, and obtain customer’s agreement
Obtain customer’s approval of purchase arrangements and method of payment

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete finance company negotiations successfully, where required, and obtain customer’s agreement

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish customer's financial arrangements

  1. Obtain customer’s approval of purchase arrangements and method of payment
  2. Complete finance company negotiations successfully, where required, and obtain customer’s agreement
Obtain customer’s approval of purchase arrangements and method of payment

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete finance company negotiations successfully, where required, and obtain customer’s agreement

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Confirm and update schematic drawings and specifications

1.1 Obtain existing specifications and drawings and prepare additional or new schematic drawings and specifications for installation if required

1.2 Confirm all fittings, cable types and equipment locations with customer

2. Price labour, materials and other relevant items and establish availability

2.1 Obtain quotations and delivery dates from suppliers to ensure fair comparisons across suppliers

2.2 Estimate labour costs based on company or industry labour rates and conditions

2.3 Check pricing documentation to ensure supply proposal matches customer specification for material, quality and performance

3. Estimate labour, materials and other relevant item requirements

3.1 Prepare estimations allowing for contingencies during installation and relevant legislation, codes, regulations and standards

3.2 Calculate costs using standard unit measures where relevant

3.3 Ensure estimates will return a profit on installation where appropriate

4. Prepare and confirm quote with customer

4.1 Prepare an equipment installation quote that meets customer requirements

4.2 Negotiate changes and variations to meet customer and company needs

5. Establish customer's financial arrangements

5.1 Obtain customer’s approval of purchase arrangements and method of payment

5.2 Complete finance company negotiations successfully, where required, and obtain customer’s agreement

Required Skills and Knowledge

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Confirm and update schematic drawings and specifications

1.1 Obtain existing specifications and drawings and prepare additional or new schematic drawings and specifications for installation if required

1.2 Confirm all fittings, cable types and equipment locations with customer

2. Price labour, materials and other relevant items and establish availability

2.1 Obtain quotations and delivery dates from suppliers to ensure fair comparisons across suppliers

2.2 Estimate labour costs based on company or industry labour rates and conditions

2.3 Check pricing documentation to ensure supply proposal matches customer specification for material, quality and performance

3. Estimate labour, materials and other relevant item requirements

3.1 Prepare estimations allowing for contingencies during installation and relevant legislation, codes, regulations and standards

3.2 Calculate costs using standard unit measures where relevant

3.3 Ensure estimates will return a profit on installation where appropriate

4. Prepare and confirm quote with customer

4.1 Prepare an equipment installation quote that meets customer requirements

4.2 Negotiate changes and variations to meet customer and company needs

5. Establish customer's financial arrangements

5.1 Obtain customer’s approval of purchase arrangements and method of payment

5.2 Complete finance company negotiations successfully, where required, and obtain customer’s agreement

Evidence of ability to:

determine customer equipment requirements

prepare detailed estimates, updated schematic drawings and specifications, including material and labour costs for telecommunications equipment installations

negotiate with contractors on material availability and pricing for customer equipment installations

complete detailed quotes for installations that allow for variations

negotiate and confirm variations to quote and financial arrangements with customer.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

describe features of customer telecommunications equipment

outline legislation, codes of practice and other formal agreements that impact the work activity

explain processes and techniques required to prepare plans, estimate and quote for installations

describe specific work health and safety (WHS) issues that may impact a quotation for customer equipment installation

outline typical issues and challenges that occur when negotiating with customers.