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Evidence Guide: PRMPFES52A - Prepare quotations for gaseous fire suppression system designs

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

 

PRMPFES52A - Prepare quotations for gaseous fire suppression system designs

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

Interpret and comply with legal and industry requirements relating to preparation of quotation or tender documentation for gaseous fire suppression system designs.

  1. Apply knowledge and understanding of legislative requirements, including the Building Code of Australia (BCA) and relevant state and territory regulations, to gaseous fire suppression system designs and quotation or tender documentation.
  2. Apply knowledge and understanding of legislative and industry requirements to work procedures and clarify where necessary with relevant persons.
  3. Identify potential and actual breaches of legislative and industry requirements and take action according to organisational requirements.
Apply knowledge and understanding of legislative requirements, including the Building Code of Australia (BCA) and relevant state and territory regulations, to gaseous fire suppression system designs and quotation or tender documentation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply knowledge and understanding of legislative and industry requirements to work procedures and clarify where necessary with relevant persons.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify potential and actual breaches of legislative and industry requirements and take action according to organisational requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine quotation or tender requirements.

  1. Obtain and analyse quotation or tender brief and other relevant documentation.
  2. Assess viability to comply with quotation or tender requirements against described specifications and operational capacity.
  3. Conduct customer site visit, as necessary.
  4. Conduct risk assessment on anticipated project.
  5. Identify personal limitations in assessing quotation or tender requirements and seek assistance as required from relevant persons.
  6. Interpret and allow for all relevant organisational requirements and legislative requirements within parameters of quotation or tender requirements.
Obtain and analyse quotation or tender brief and other relevant documentation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess viability to comply with quotation or tender requirements against described specifications and operational capacity.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct customer site visit, as necessary.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct risk assessment on anticipated project.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify personal limitations in assessing quotation or tender requirements and seek assistance as required from relevant persons.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Interpret and allow for all relevant organisational requirements and legislative requirements within parameters of quotation or tender requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Estimate resource requirements.

  1. Determine financial, physical and human resources needed to meet quotation or tender requirements.
  2. Identify and cost system design requirements.
  3. Prepare draft system design drawings and calculations to meet quotation or tender requirements.
  4. Apply organisational rate schedules and conditions to establish costings.
  5. Identify and account for contingency factors and variations that may affect capacity to meet resource estimates.
  6. Review all information to check accuracy.
  7. Determine budget to meet assessed quotation or tender requirements.
Determine financial, physical and human resources needed to meet quotation or tender requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and cost system design requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare draft system design drawings and calculations to meet quotation or tender requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply organisational rate schedules and conditions to establish costings.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and account for contingency factors and variations that may affect capacity to meet resource estimates.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review all information to check accuracy.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine budget to meet assessed quotation or tender requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare and submit quotation or tender documentation.

  1. Use business equipment and technology to gather and compile relevant information in a suitable format according to organisational requirements.
  2. Prepare draft quotation or tender documentation to accurately reflect specific quotation or tender criteria and conditions.
  3. Distribute draft quotation or tender documentation to relevantpersons to check accuracy and coverage of information.
  4. Seek feedback and, where appropriate, incorporate in quotation or tender documentation.
  5. Submit final documentation within timelines and securely maintain a copy according to organisational requirements.
Use business equipment and technology to gather and compile relevant information in a suitable format according to organisational requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare draft quotation or tender documentation to accurately reflect specific quotation or tender criteria and conditions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Distribute draft quotation or tender documentation to relevantpersons to check accuracy and coverage of information.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Seek feedback and, where appropriate, incorporate in quotation or tender documentation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Submit final documentation within timelines and securely maintain a copy according to organisational requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Convert accepted quotation or tender into job order.

  1. Negotiate changes and variations to meet customer and company needs.
  2. Check and validate system design data, costand resource estimates.
  3. Negotiate, where needed, and immediately confirm written agreement to quotation or tender documentation.
  4. Successfully negotiate and arrange method of payment with the customer.
  5. Create customer file, accurately and promptly update documentation, and store securely.
  6. Seek feedback on quotation or tender documentation and review the submission process to identify areas for improvement to support future activities.
Negotiate changes and variations to meet customer and company needs.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check and validate system design data, costand resource estimates.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Negotiate, where needed, and immediately confirm written agreement to quotation or tender documentation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Successfully negotiate and arrange method of payment with the customer.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Create customer file, accurately and promptly update documentation, and store securely.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Seek feedback on quotation or tender documentation and review the submission process to identify areas for improvement to support future activities.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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

Overview of assessment

Competency in this unit underpins competency in other aspects of the candidate's role in managing their work tasks.

This unit could be assessed on its own or in combination with other units of competency relevant to the job function.

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

A person who demonstrates competency in this unit must be able to provide evidence of:

preparing documentation according to:

quotation or tender criteria and conditions

organisational requirements for preparing and presenting quotations or tenders

industry and legislative requirements

conducting a risk assessment of anticipated project

accurately determining system requirements

developing a detailed budget

checking system design data, cost and resource estimates

reviewing the submission process.

Specific resources for assessment

The following resources should be available:

legislation, policies, procedures and protocols related to preparing and documenting quotations for gaseous fire suppression system designs

relevant codes of practice

copy of quotation or tender brief on which submission is based

copy of organisational rate schedules and conditions

organisation's quotation pro forma

copy of customer file

assessment instruments and record books.

Where applicable, physical resources should include equipment modified for people with disabilities.

Access must be provided to appropriate learning and/or assessment support when required.

Assessment processes and techniques must be culturally appropriate, and appropriate to the oracy, language and literacy capacity of the candidate and the work being performed.

Context of assessment

For valid and reliable assessment of this unit, competency should be demonstrated over a period of time and be observed by the assessor (or assessment team working together to conduct the assessment).

Competency is to be demonstrated in a range of situations, reflecting the practical requirements of the workplace which may include customer and workplace interruptions and involvement in related activities normally experienced in the workplace.

Assessment of competency over the full range of performance criteria should be made.

Candidates should be given the opportunity to practise and undertake self-assessment of performance before requesting formal assessment

Oral questioning or a written assessment may be used to assess underpinning knowledge. (In assessment situations where the candidate is offered a preference between oral questioning and written assessment, questions are to be identical.)

Assessment of evidence should establish the candidate's ability to perform the job to the standard required in the workplace.

Supplementary evidence may be obtained from relevant authenticated correspondence or reports from supervisors or team leaders. Other forms of evidence may include audit reports, customer survey reports and appraisal reports.

Candidate should be encouraged to compile a portfolio of examples of completed documentation relevant to their organisation. One accurate example of each completed document is suggested as sufficient to infer competency and ability to transfer appropriate skills to each document type when required in the workplace. (Oral questioning may contribute as evidence of this ability.)

Information derived from enterprise policies and practices must be treated as commercial-in-confidence.

In all cases where practical assessment is used it will be combined with targeted questioning to assess the underpinning knowledge.

Questioning will be undertaken in such a manner as is appropriate to the oracy, language and literacy levels of the candidate and any cultural issues that may affect responses to the questions. It will reflect the requirements of the unit of competency and the work being performed.

Where assessment is for the purpose of recognition (RCC or RPL), the evidence provided will need to be authenticated and show that it represents current competency demonstrated over a period of time.

Performance and assessment of this unit must be carried out within the relevant requirements of the following legislative and industry framework:

Acts, regulations and codes

Australian and international standards identified as relevant

environmental regulations

organisational requirements, including policies and procedures relating to ODS, SGG and OHS.

Required Skills and Knowledge

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

Required skills:

analyse site fire protection and detection requirements

basic project planning and management

costing and estimating

customer relations

apply language, literacy and numeracy skills to:

communicate with others in a clear and concise manner in both written and verbal modes

read, understand and comply with quotation or tender criteria and conditions

report and record information neatly and legibly when completing documentation

problem-solving and critical analysis

source, organise and record information

time management.

Required knowledge:

contractual requirements for variation requests

fire suppression system coverage requirements

system design knowledge

duty of care in provision of services

financial accountability requirements

fire industry codes of practice

legislation, guidelines, policies and practices relating to preparing quotations for services

organisational and customer confidentiality requirements

organisational costing and pricing schedules

policies and procedures in relation to preparing and documenting quotations

relevant consumer protection issues and fair trading and trade practices requirements

research and analysis methods

relevant federal, state or territory legislation that affects organisational operations, including:

anti-discrimination and diversity

equal employment opportunity

industrial relations.

KEY COMPETENCIES

The seven key competencies represent generic skills considered necessary for effective participation by an individual in the workplace.

Performance level 1 - at this level the candidate is required to undertake tasks effectively.
Performance level 2 - at this level the candidate is required to manage tasks.
Performance level 3 - at this level the candidate is required to use concepts for evaluating and reshaping tasks.

Key competency

Example of application

Performance level

How are ideas and information communicated?

Share and discuss with colleagues, supervisor and/or customers information and ideas to develop an understanding of customer expectations and requirements.

2

How can information be collected, analysed and organised?

Collect and analyse information from quotation or tender brief and assess viability to comply with quotation or tender requirements.

2

How are activities planned and organised?

Prioritise, coordinate and sequence work tasks, as required, to meet customer requirements.

2

How is teamwork used?

Work with management and colleagues to prepare quotation or tender documentation to customer's satisfaction and organisation's requirements.

2

How are mathematical ideas and techniques used?

Calculate the costs of services to customers, including cost of equipment and resources required.

1

How are problem-solving skills applied?

Analyse factors that may affect meeting customer requirements and detail contingencies.

2

How is the use of technology applied?

Use technology to access information, develop quotation or tender documentation, and manage scheduling and completion of work.

3

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. Bold italicised wording in the performance criteria is detailed below. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.

Legislative requirements may include:

Australian standards, quality assurance and certification requirements

award and enterprise agreements

fire industry codes of practice

national industry standards

relevant federal, state and territory legislation and local government regulations that affect company operation, including:

consumer protection

environmental protection issues such as ozone depleting substance (ODS) and synthetic greenhouse gas (SGG) extinguishing agent handling licences

industrial equipment certificates of competency or licences

industrial relations

occupational health and safety (OHS) Acts and regulations

privacy

trade practices

workplace consultative arrangements.

Work procedures may include:

checking equipment availability

confirming process and equipment efficiency

determining travel costs

obtaining subcontractor quotations

determining quantity take-off levels.

Relevant persons may include:

colleagues

customers

managers

representatives from regulatory authority

supervisors.

Potential and actual breaches may include:

insufficient fire rating of enclosures

using gases without appropriate licences.

Organisational requirements may include:

business and performance plans

customer and company confidentiality requirements

customer service standards

code of conduct

code of ethics

defined resource parameters

duty of care

insurance policy agreements

legal and organisational policies and procedures, including personnel practices and guidelines

OHS policies, procedures and programs

organisational goals, objectives, plans, systems and processes

policies and procedures relating to own role, responsibility and delegation

quality and continuous improvement processes and standards

records and information systems and processes

verbal or written instructions.

Documentation may include:

inspection reports

manufacturer design guidelines

relevant codes and standards

risk analysis reports.

Viability may include:

availability of outsourced materials and equipment

capacity to comply with building program

cost effectiveness.

System design requirements may include:

exemption from use of restricted materials

size of risk

strategic importance of risk

type of contents.

Contingency factors and variations may include:

building progress

cash flow

disputes

insurance

restricted site access

time penalties

transport

weather and environmental conditions.

Business equipment and technology may include:

communications technology

design software

manufacturer data

measuring equipment.

Quotation or tender criteria may include:

agreed boundaries of operation

cost schedule

methods of operation

reporting requirements

time limit.

Feedback may include:

confirmation from management

knowledge of competitors

specific customer requirements.