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Evidence Guide: SITTTSL006A - 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

 

SITTTSL006A - 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 the customer's details and requirements.
  2. Source and accurately select and interpret product and costing information required to prepare the quotation.
  3. If required, negotiate costs with suppliers according to commercial agreements and relationships, and within scope of individual responsibility.
  4. Calculate commissions or mark-up nett costs according to organisation procedures and requirements to determine a profitable selling price.
  5. Accurately calculate any additional taxes, special fees and other charges.
  6. Accurately calculate any required currency conversions.
  7. Accurately calculate the final cost to the customer.
  8. Check all calculations against all product and service components.
  9. Keep detailed and legible records of the method of calculation, according to organisation formats.
Create records to administer the customer's details and requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Source and accurately select and interpret product and costing information required to prepare the quotation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

If required, 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 nett costs according to organisation procedures and requirements to determine a profitable selling price.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Accurately calculate any additional taxes, special fees and other charges.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Accurately calculate any required currency conversions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Accurately calculate the final cost to the customer.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check all calculations against all product and service components.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Keep detailed and legible records of the method of calculation, according to organisation formats.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide quotations to customer.

  1. Prepare the quotation to reflect all inclusions required by the customer.
  2. Promptly provide accurate quotation to the customer according to organisation procedures and formats.
  3. Offer secondary quotations with options, as appropriate.
  4. Ensure all quotations include accurate details of the cost of product and service provision and the conditions and limitations of the quotation.
  5. Record all details of the quotation accurately and legibly and keep on file according to organisation procedures.
Prepare the quotation to reflect all inclusions required by the customer.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Promptly provide accurate quotation to the customer according to organisation procedures and formats.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Offer secondary quotations with options, as appropriate.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure all quotations include accurate details of the cost of product and service provision and the conditions and limitations of the quotation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record all details of the quotation accurately and legibly and keep on file according to organisation procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Update and amend quotations.

  1. Adjust and update quotations to take account of changed requests or arrangements.
  2. Provide the most up-to-date quotation to customers inclusive of new conditions and limitations.
  3. Record all details of adjusted quotations and keep on file according to organisation procedures.
Adjust and update quotations to take account of changed requests or arrangements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide the most up-to-date quotation to customers inclusive of new conditions and limitations.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record all details of adjusted quotations and keep on file according to organisation procedures.

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 TrainingPackage.

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

Evidence of the following is essential:

ability to prepare and provide multiple accurate quotations in response to multiple customer requests covering a range of tourism products and services and ideally as a component of integrated work activity

knowledge of industry practices in relation to commissions, mark-up and fees

project or work activities that show the candidates' ability to prepare quotations within the context of the particular industry sector in which they are working or seeking work; for those undertaking generic pre-employment training, assessment must cover a range of industry contexts to allow for a broad range of vocational outcomes

completion of quotations within typical workplace time constraints and the deadlines determined by the customer and the organisation.

Context of and specific resources for assessment

Assessment must ensure:

demonstration of skills within a fully equipped industry-realistic office environment using appropriate computers, printers, information programs, publications and software programs currently used in the tourism industry to assist the quotations function or demonstration within the applicable sales environment for the sector e.g. a conference venue for the Events sector or touring environment for the Guiding and Tour Operations sectors

use of relevant and current product information to support the quotation process, e.g. brochures, timetables, tariffs and product sales kits

use of a full range of operational documentation, e.g.details of supplier contracts and customer files.

Methods of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

evaluation of integrated activities completed by the candidate, including sourcing information on destinations, selling products and issuing documents

evaluation of a range of quotations prepared by the candidate

case studies to assess ability to provide accurate quotations in response to particular customer requests or for a series of customer files

written and oral questioning or interview to test knowledge of the principles that underpin quotation procedures and the consumer protection regulations that would apply

review of portfolios of evidence and third-party workplace reports of on-the-job performance by the candidate.

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

SITTTSL005A Sell tourism products and services

SITTTSL007A Receive and process reservations

SITTTSL010A Control reservations or operations using a computerised system.

Assessing employability skills

Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors. How these skills are applied varies between occupations and qualifications due to the different work functions and contexts.
Employability skills embedded in this unit should be assessed holistically with other relevant units that make up the skill set or qualification and in the context of the job role.

Required Skills and Knowledge

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

The following skills must be assessed as part of this unit:

literacy skills to read and interpret documents such as customer files, customer requests and complex product costing information

writing skills to create customer files and document complex customer requests, complex costings and complex written quotations, including the conditions specifically applicable to the quotation

numeracy skills to calculate complex costing components.

The following knowledge must be assessed as part of this unit:

key principles and elements of calculating costs and components of quotations

product knowledge appropriate to the specific tourism or hospitality industry sector and the products included in the quotation

negotiated cost of supply, contractual arrangements and preferred supplier arrangements in place

industry commission and mark-up procedures appropriate to the specific industry sector

quotation systems and procedures appropriate to the specific industry sector

broad and working knowledge of legal and consumer protection issues that relate to providing quotations and to the products covered by the quotation.

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.

Customer records may be:

a computer file

a manual file.

Quotations:

may be for a broad range of products and services, including:

single product or service

multiple products and services making up a complete itinerary

inclusive products or optional touring products

groups

individuals

one-off touring arrangements

series tours

incentive tours

meetings

conferences

may be prepared:

manually

using a computer

may be provided by:

telephone

verbally in a face-to-face context

fax

email or other electronic transmission

mail

internal communication.

Special fees and charges may include:

service fee

transaction fee

itinerary preparation fee

visa and passport handling fee

loyalty program (e.g. frequent flyer) redemption fee

product booking fee

amendment fee

cancellation fee

reconfirmation fee

courier fee

credit card fee

communication fee.

Some examples of products and services included in quotations are:

domestic products and services

international products and services

transportation

transfers

accommodation

entertainment

tours

cruises

entrance to attractions or sites

tour guiding services

activities

meals

functions

special items with customer's corporate branding

venue hire

speaker services

audiovisual services

meeting or event equipment

special event consumable items

catering.

Conditions and limitations of the quotation (initial and subsequent) may include:

inclusions

exclusions

cost of items that are subject to availability

prices subject to change

inclusion of fees, taxes and levies

general conditions and rules

payment requirements

date of current quotation

life and expiry date of quotation

changes of conditions of pre-existing quotation or booking

changes to provision of pre-existing booking

legislative requirements such as cooling-off period after acceptance of quotation

methods of customer accepting quotation.