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Evidence Guide: PSPGEN028 - Provide a 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

 

PSPGEN028 - Provide a quotation

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

Clarify requirements

  1. Confirm requirements with the funder and/or purchaser.
  2. Conduct market research to confirm the viability of providing a quotation.
Confirm requirements with the funder and/or purchaser.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Conduct market research to confirm the viability of providing a quotation.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Establish costs and availability of resources

  1. Obtain costs for labour, equipment or materials and include in the quotation in full.
  2. Confirm availability of equipment, materials or personnel for the timeframe required.
  3. Include infrastructure costs to the organisation of providing the goods or services.
  4. Include cost or benefit from any asset disposal at the conclusion of the contract.
Obtain costs for labour, equipment or materials and include in the quotation in full.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Confirm availability of equipment, materials or personnel for the timeframe required.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Include infrastructure costs to the organisation of providing the goods or services.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Include cost or benefit from any asset disposal at the conclusion of the contract.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare estimate

  1. Prepare estimate to take account of all requirements and allow for contingencies.
  2. Structure estimate to provide for cost recovery or to return a profit.
  3. Estimate costs to enable provision of goods or services to the standards required by the client.
  4. Check estimate for accuracy.
Prepare estimate to take account of all requirements and allow for contingencies.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Structure estimate to provide for cost recovery or to return a profit.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Estimate costs to enable provision of goods or services to the standards required by the client.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Check estimate for accuracy.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare and submit quotation

  1. Include required details to meet client requirements.
  2. Submit quotation within required timeframe.
Include required details to meet client requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Submit quotation within required timeframe.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Take follow up action

  1. Negotiate changes and variations to the quotation to meet the needs of the client and the organisation.
  2. Evaluate proposal, outcome and preparation process based on feedback from a range of stakeholders and use results to improve subsequent quotations.
Negotiate changes and variations to the quotation to meet the needs of the client and the organisation.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Evaluate proposal, outcome and preparation process based on feedback from a range of stakeholders and use results to improve subsequent quotations.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Clarify requirements

  1. Confirm requirements with the funder and/or purchaser.
  2. Conduct market research to confirm the viability of providing a quotation.
Confirm requirements with the funder and/or purchaser.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Conduct market research to confirm the viability of providing a quotation.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Establish costs and availability of resources

  1. Obtain costs for labour, equipment or materials and include in the quotation in full.
  2. Confirm availability of equipment, materials or personnel for the timeframe required.
  3. Include infrastructure costs to the organisation of providing the goods or services.
  4. Include cost or benefit from any asset disposal at the conclusion of the contract.
Obtain costs for labour, equipment or materials and include in the quotation in full.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Confirm availability of equipment, materials or personnel for the timeframe required.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Include infrastructure costs to the organisation of providing the goods or services.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Include cost or benefit from any asset disposal at the conclusion of the contract.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare estimate

  1. Prepare estimate to take account of all requirements and allow for contingencies.
  2. Structure estimate to provide for cost recovery or to return a profit.
  3. Estimate costs to enable provision of goods or services to the standards required by the client.
  4. Check estimate for accuracy.
Prepare estimate to take account of all requirements and allow for contingencies.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Structure estimate to provide for cost recovery or to return a profit.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Estimate costs to enable provision of goods or services to the standards required by the client.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Check estimate for accuracy.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare and submit quotation

  1. Include required details to meet client requirements.
  2. Submit quotation within required timeframe.
Include required details to meet client requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Submit quotation within required timeframe.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Take follow up action

  1. Negotiate changes and variations to the quotation to meet the needs of the client and the organisation.
  2. Evaluate proposal, outcome and preparation process based on feedback from a range of stakeholders and use results to improve subsequent quotations.
Negotiate changes and variations to the quotation to meet the needs of the client and the organisation.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Evaluate proposal, outcome and preparation process based on feedback from a range of stakeholders and use results to improve subsequent quotations.

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. Clarify requirements

1.1 Confirm requirements with the funder and/or purchaser.

1.2 Conduct market research to confirm the viability of providing a quotation.

2. Establish costs and availability of resources

2.1 Obtain costs for labour, equipment or materials and include in the quotation in full.

2.2 Confirm availability of equipment, materials or personnel for the timeframe required.

2.3 Include infrastructure costs to the organisation of providing the goods or services.

2.4 Include cost or benefit from any asset disposal at the conclusion of the contract.

3. Prepare estimate

3.1 Prepare estimate to take account of all requirements and allow for contingencies.

3.2 Structure estimate to provide for cost recovery or to return a profit.

3.3 Estimate costs to enable provision of goods or services to the standards required by the client.

3.4 Check estimate for accuracy.

4. Prepare and submit quotation

4.1 Include required details to meet client requirements.

4.2 Submit quotation within required timeframe.

5. Take follow up action

5.1 Negotiate changes and variations to the quotation to meet the needs of the client and the organisation.

5.2 Evaluate proposal, outcome and preparation process based on feedback from a range of stakeholders and use results to improve subsequent quotations.

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. Clarify requirements

1.1 Confirm requirements with the funder and/or purchaser.

1.2 Conduct market research to confirm the viability of providing a quotation.

2. Establish costs and availability of resources

2.1 Obtain costs for labour, equipment or materials and include in the quotation in full.

2.2 Confirm availability of equipment, materials or personnel for the timeframe required.

2.3 Include infrastructure costs to the organisation of providing the goods or services.

2.4 Include cost or benefit from any asset disposal at the conclusion of the contract.

3. Prepare estimate

3.1 Prepare estimate to take account of all requirements and allow for contingencies.

3.2 Structure estimate to provide for cost recovery or to return a profit.

3.3 Estimate costs to enable provision of goods or services to the standards required by the client.

3.4 Check estimate for accuracy.

4. Prepare and submit quotation

4.1 Include required details to meet client requirements.

4.2 Submit quotation within required timeframe.

5. Take follow up action

5.1 Negotiate changes and variations to the quotation to meet the needs of the client and the organisation.

5.2 Evaluate proposal, outcome and preparation process based on feedback from a range of stakeholders and use results to improve subsequent quotations.

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

using numeracy for selecting and applying mathematical concepts, estimating, checking reasonableness of results

using mathematical language to communicate mathematical information

managing financial and other resources

using literacy for oral clarification of issues and negotiating variations and changes with clients

using required language and style for written quotations

using technical and other vocabulary

applying research and analysis methods

using problem solving including conceptual/reasoning skills

networking with clients, suppliers and stakeholders

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

public sector legislation including WHS and environment, guidelines, policies and practices relating to providing quotations for services

organisational tendering guidelines, policies and practices

financial accountability requirements

legal requirements of selling government services

implications of contracting agreements where government is the provider

wholeoflife considerations

disposals considerations including legal aspects of disposals

approval processes

tendering management processes