NTISthis.com

Evidence Guide: SITTTSL006 - Prepare quotations

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

 

SITTTSL006 - Prepare quotations

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

Calculate costs of products and services.

  1. Create records to administer customer details and requirements.
  2. Source, select and interpret product and costing information to prepare quotation.
  3. Negotiate costs with suppliers according to commercial agreements and relationships, and within scope of individual responsibility.
  4. Calculate commissions or mark-up net costs according to organisational procedures to determine a profitable selling price.
  5. Calculate any additional taxes, special fees and other charges.
  6. Calculate any required currency conversions.
  7. Calculate final cost of product or service package or itinerary.
  8. Check product or service package or itinerary calculation against all individual product and service components.
  9. Keep detailed records of method of calculation, according to organisational formats.
Create records to administer customer details and requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Source, select and interpret product and costing information to prepare quotation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Negotiate costs with suppliers according to commercial agreements and relationships, and within scope of individual responsibility.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Calculate commissions or mark-up net costs according to organisational procedures to determine a profitable selling price.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Calculate any additional taxes, special fees and other charges.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Calculate any required currency conversions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Calculate final cost of product or service package or itinerary.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check product or service package or itinerary calculation against all individual product and service components.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Keep detailed records of method of calculation, according to organisational formats.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide quotations to customer.

  1. Prepare quotation to reflect required customer inclusions.
  2. Promptly provide quotation to customer according to organisational procedures and formats.
  3. Include accurate details of cost of product and service provision, and conditions and limitations of quotation.
  4. Offer secondary quotations with options, as appropriate.
  5. Record details of quotation accurately and file according to organisational procedures.
  6. Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste.
Prepare quotation to reflect required customer inclusions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Promptly provide quotation to customer according to organisational procedures and formats.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Include accurate details of cost of product and service provision, and conditions and limitations of quotation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Offer secondary quotations with options, as appropriate.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record details of quotation accurately and file according to organisational procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Update and record quotations.

  1. Adjust and update quotations to take account of changed requests or arrangements.
  2. Provide most up-to-date quotation to customer inclusive of current conditions and limitations.
  3. Record all details of adjusted quotations and file.
Adjust and update quotations to take account of changed requests or arrangements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide most up-to-date quotation to customer inclusive of current conditions and limitations.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record all details of adjusted quotations and file.

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.

1. Calculate costs of products and services.

1.1.Create records to administer customer details and requirements.

1.2.Source, select and interpret product and costing information to prepare quotation.

1.3.Negotiate costs with suppliers according to commercial agreements and relationships, and within scope of individual responsibility.

1.4.Calculate commissions or mark-up net costs according to organisational procedures to determine a profitable selling price.

1.5.Calculate any additional taxes, special fees and other charges.

1.6.Calculate any required currency conversions.

1.7.Calculate final cost of product or service package or itinerary.

1.8.Check product or service package or itinerary calculation against all individual product and service components.

1.9.Keep detailed records of method of calculation, according to organisational formats.

2. Provide quotations to customer.

2.1.Prepare quotation to reflect required customer inclusions.

2.2.Promptly provide quotation to customer according to organisational procedures and formats.

2.3.Include accurate details of cost of product and service provision, and conditions and limitations of quotation.

2.4.Offer secondary quotations with options, as appropriate.

2.5.Record details of quotation accurately and file according to organisational procedures.

2.6.Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste.

3. Update and record quotations.

3.1.Adjust and update quotations to take account of changed requests or arrangements.

3.2.Provide most up-to-date quotation to customer inclusive of current conditions and limitations.

3.3.Record all details of adjusted quotations and file.

Required Skills and Knowledge

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Calculate costs of products and services.

1.1.Create records to administer customer details and requirements.

1.2.Source, select and interpret product and costing information to prepare quotation.

1.3.Negotiate costs with suppliers according to commercial agreements and relationships, and within scope of individual responsibility.

1.4.Calculate commissions or mark-up net costs according to organisational procedures to determine a profitable selling price.

1.5.Calculate any additional taxes, special fees and other charges.

1.6.Calculate any required currency conversions.

1.7.Calculate final cost of product or service package or itinerary.

1.8.Check product or service package or itinerary calculation against all individual product and service components.

1.9.Keep detailed records of method of calculation, according to organisational formats.

2. Provide quotations to customer.

2.1.Prepare quotation to reflect required customer inclusions.

2.2.Promptly provide quotation to customer according to organisational procedures and formats.

2.3.Include accurate details of cost of product and service provision, and conditions and limitations of quotation.

2.4.Offer secondary quotations with options, as appropriate.

2.5.Record details of quotation accurately and file according to organisational procedures.

2.6.Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste.

3. Update and record quotations.

3.1.Adjust and update quotations to take account of changed requests or arrangements.

3.2.Provide most up-to-date quotation to customer inclusive of current conditions and limitations.

3.3.Record all details of adjusted quotations and file.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

prepare a quotation covering at least three different tourism, travel, hospitality or event product and service components from the list in the knowledge evidence for at least five different customers with different product and service requirements

integrate knowledge of commissions and mark-ups and fees into each of the above quotations

complete activities within commercial time constraints and deadlines determined by the customer and the organisation.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

specific industry sector and organisation:

quotation systems and procedures

features of products sold

sources of costs for products, services and fees

sources of negotiated cost of supply, contractual arrangements and preferred supplier arrangements

commission and mark-up rates and procedures

formats for and inclusions of quotations presented to customers

conditions and limitations of quotation considerations:

changes of conditions of pre-existing quotation or booking

changes to provision of pre-existing booking

cost of items that are subject to availability

date of current quotation

exclusions

general conditions and rules

inclusion of fees, taxes and levies

legislative requirements

life and expiry date of quotation

methods of customer accepting quotation

payment requirements

prices being subject to change

product and service components of quotations:

accommodation

activities

convention facilities

cruises

domestic products and services

entertainment

entrance to attractions or sites

food, beverage and catering

functions

international products and services

meals

meeting or event equipment

speaker services

special event consumable items

special items with customer’s corporate branding

technical equipment and services:

audio-visual

pyrotechnics

rigging

sound and lighting

special effects

stage design and construction

venue styling

tour guiding services

tours

transfers

transportation

travel insurance

vehicle rental

venue hire

special fees and other charges that apply to customer bookings:

amendment fee

cancellation fee

communication fee

courier fee

credit card fee

itinerary preparation fee

loyalty program redemption fee

product booking fee

reconfirmation fee

service fee

transaction fee

visa and passport handling fee

primary components of consumer protection laws that relate to providing quotations and, organisational responsibility for:

nominating and charging cancellation fees

providing information on potential price increases

providing refunds

supplying products as described or substituting suitable products when product is unavailable.