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Evidence Guide: PRMWM55A - Provide quotation

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

 

PRMWM55A - Provide quotation

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

Identify customer needs

  1. Undertake waste management assessment in accordance with company requirements to determine client requirements
  2. Identify and consider customer/client requirements in accordance with legal and organisational requirements
  3. Interpret OHS standards, statutory requirements, Australian Standards, manufacturers' specifications and organisational requirements
  4. Interpret type and quantity of material and equipment for estimation
  5. Assess ability to provide client waste management service in accordance with client requirements and organisational and legal requirements
Undertake waste management assessment in accordance with company requirements to determine client requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and consider customer/client requirements in accordance with legal and organisational requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Interpret OHS standards, statutory requirements, Australian Standards, manufacturers' specifications and organisational requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Interpret type and quantity of material and equipment for estimation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess ability to provide client waste management service in accordance with client requirements and organisational and legal requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Estimate costs

  1. Identify and apply company'srate schedules and/or industry based labour rates and conditions to establish costings according to organisational policy and procedures
  2. Where equipment is obtained from a supplier, obtain quotations to ensure comparison between suppliers
  3. Confirm availability and delivery dates of equipment, materials and other relevant items with supplier, where required
  4. Carry out site inspection to identify waste management service, consider possible problems and make allowances for contingencies based on findings
  5. Plan cost estimation to return a profit on provision of waste management services, where appropriate
Identify and apply company'srate schedules and/or industry based labour rates and conditions to establish costings according to organisational policy and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Where equipment is obtained from a supplier, obtain quotations to ensure comparison between suppliers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm availability and delivery dates of equipment, materials and other relevant items with supplier, where required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Carry out site inspection to identify waste management service, consider possible problems and make allowances for contingencies based on findings

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Plan cost estimation to return a profit on provision of waste management services, where appropriate

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document and confirm quotation with client

  1. Prepare and provide clear and concise quotation information including details of waste management service to be provided in accordance with organisational requirements
  2. Ensure quotation reflects client's service requirements
  3. Present quotation promptly to customer/client
  4. Consult client and negotiate any changes and variations to meet client and company requirements
  5. Create client file and update required documentation to include all relevant details in accordance with company policy and procedures
Prepare and provide clear and concise quotation information including details of waste management service to be provided in accordance with organisational requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure quotation reflects client's service requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Present quotation promptly to customer/client

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Consult client and negotiate any changes and variations to meet client and company requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Create client file and update required documentation to include all relevant details in accordance with company policy and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

Critical aspects of competency

Correct determination of waste management requirements.

Correct determination of prices and estimates for service, disposal, labour, equipment, materials and other relevant items.

Ensures availability of equipment/materials.

Ensures estimations return a profit where appropriate.

Ensures estimates allow for provision of waste management service that meets client requirements.

Prepares an accurate quote for the client that provides full details of service provision.

Knowledge needed to achieve the performance criteria

Knowledge and understanding are essential to apply this unit in the workplace, to transfer the skills to other contexts, and to deal with unplanned events. The knowledge requirements for this unit are listed below.

Basic waste management services.

Basic requirements for service.

Quality procedures.

Company pricing schedules.

Duty of care in provision of services.

Relevant industry standards.

OHS and other relevant legislation.

Presentation standards.

Legislative and company pricing policy and procedures.

Relevant industry standards and codes of conduct.

Problem-solving strategies.

Organisational and client confidentiality requirements.

Recording procedures and documentation requirements and processes.

Specific skills needed to achieve the performance criteria

To achieve the performance criteria, some complementary skills are required. These are:

communication including liaison, customer service, report writing, consultation, interpersonal, listening, questioning, gaining feedback, giving information

observation

numerical calculations including time, measurements, quantities

safe and efficient work practices

personal computer operation

safe and efficient work practices

methodical organisation of work

time management.

Other units of competency that could be assessed with this unit

This unit could be assessed on its own or in combination with other units relevant to the job function, for example PRMWM31B Prepare detailed tender.

Resources required to assess this unit

The following resources should be available:

client file and requirements for review

service costs

unit prices of equipment, materials, labour upon which to make estimate

standard company quotation pro forma

case studies

calculator/computer

relevant codes of practice.

Gaining evidence to assess this unit

For valid and reliable assessment of this unit, the competency should be demonstrated over a period of time and be observed by the assessor (or assessment team working together to conduct the assessment). The competency is to be demonstrated in a range of situations, which may include customer/workplace interruptions and involvement in related activities normally experienced in the workplace.

Evidence of competency is best obtained by observing activities in this field and reviewing the provision of a quotation. If this is not practicable, observations in realistic simulated environments may be substituted.

Consistency in performance

Assessment requires that strategies meet the objectives of the client and that it complies with industry expectations in the particular client environment. If the environment is narrowly defined or is not representative of industry needs, it will be necessary to refer to portfolio case studies of a variety of waste requirements to assess competency in the provision of a quotation.

Oral questioning or written assessment and hypothetical situations (scenarios) 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.)

Supplementary evidence may be obtained from relevant authenticated correspondence from existing supervisors, team leaders or specialist training staff.

Note: All practical demonstrations must adhere to the safety and environmental regulations relevant to each state or territory.

Key competency levels

There are a number of processes that are learnt throughout work and life that are required in all jobs. They are fundamental processes and generally transferable to other work functions. Some of these are covered by the key competencies, although others may be added.

Information below highlights how these processes are applied in this competency standard.

1

Perform the process

2

Perform and administer the process

3

Perform, administer and design the process

How can communication of ideas and information be applied?

2

Share and discuss with colleagues, supervisor and/or clients information and ideas with regard to developing an understanding of client expectations and requirements.

How can information be collected, analysed and organised?

2

Collect, analyse and comply with legislative and regulatory information relevant to service delivery, as required.

How are activities planned and organised?

2

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

How can teamwork be applied?

2

Provide assistance among team members to carry out and fulfil assignment to customer's satisfaction and organisation's requirements.

How can the use of mathematical ideas and techniques be applied?

2

Apply mathematics as an aid to measure and schedule customer satisfaction.

How can problem-solving skills be applied?

2

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

How can the use of technology be applied?

2

Use technology to access client information and manage scheduling and completion of assignments.

Required Skills and Knowledge

Refer to Evidence Guide

Range Statement

The range statement links the required knowledge and organisational and technical requirements to the workplace context. It describes any contextual variables that will be used or encountered when applying the competency in work situations. It allows for different work practices and work and knowledge requirements as well as for differences between organisations and workplaces. The following variables may be present for this particular unit.

Assignment instructions may include:

client identification and information details

communication channels

departure, route and arrival details

documentation requirements

duty statements

personal equipment such as clothing or other items to be carried and/or worn

policies, procedures or instructions applicable to work tasks

reporting procedures

resource and equipment requirements

schedules (cost/time)

site layout including access points

verbal or written instructions from supervisor/client

work tasks and procedures.

Client/company includes all forms of business enterprises in this context including government agencies, local governments/councils, private and public companies, and residents/ratepayers.

Company/organisational requirements are found in:

access and equity policy, principles and practice

business and performance plans

client and company confidentiality requirements

client service standards

code of conduct

code of ethics

defined resource parameters

duty of care

emergency and evacuation procedures

induction documentation

insurance policy agreements

legal and organisational policy and procedures including personnel practices and guidelines

OHS policies, procedures and programs

operations manuals

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

training materials

verbal or written instructions.

Company rate schedules include:

labour rates

standard disposal costs

standard equipment costs

standard materials costs

standard service costs

standard unit costs.

Contingencies typically include:

building progress

cash flow

competencies

disputes

insurance

restricted site access

time penalties

transport

weather and environmental conditions.

Performance of this unit is carried out in accordance with relevant requirements of the following:

Australian Standards

environmental regulations

legislative requirements

manufacturers' specifications

organisational procedures

relevant state/territory regulations.

Quotations may also act as an invoice for the work.