NTISthis.com

Evidence Guide: TLIP4010 - Assess lift requirements and 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

 

TLIP4010 - Assess lift requirements and provide quotation

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

Establish customer requirements

  1. Customer is addressed in a courteous and business-like manner
  2. Customer requirements and degree of urgency are established promptly
  3. Impact of relevant legislation or workplace policy for dealing with requirements and ability to respond are identified
  4. Service requests requiring additional research are allocated a priority and arrangements are made for follow-up
Customer is addressed in a courteous and business-like manner

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Customer requirements and degree of urgency are established promptly

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Impact of relevant legislation or workplace policy for dealing with requirements and ability to respond are identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Service requests requiring additional research are allocated a priority and arrangements are made for follow-up

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine customer credit rating

  1. Customer full credit details are taken to enable suitable reference checks to be made
  2. Unclear or uncertain credit information is referred to management for decision prior to proceeding
  3. Special payment arrangements are negotiated as required or service is refused in accordance with workplace policy
Customer full credit details are taken to enable suitable reference checks to be made

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Unclear or uncertain credit information is referred to management for decision prior to proceeding

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Special payment arrangements are negotiated as required or service is refused in accordance with workplace policy

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify scope of work

  1. Location, time, type of lift, type of crane and service needs are clarified
  2. Need to refer job to supervisor is determined and arrangements are made in accordance with workplace procedures
  3. Suitability of available equipment, materials and personnel is established against customer requirements
  4. Need for permits, notifications and authorisations from authorities is identified
  5. Special requirements for access and/or the lift are established and confirmed with customer
  6. Information regarding possible hazards is sought from customer and hazards are noted
  7. Workplace records and rate schedules are used to determine applicable rate for customer
  8. Suitable allowances for contingencies are provided based on site inspection findings
Location, time, type of lift, type of crane and service needs are clarified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Need to refer job to supervisor is determined and arrangements are made in accordance with workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Suitability of available equipment, materials and personnel is established against customer requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Need for permits, notifications and authorisations from authorities is identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Special requirements for access and/or the lift are established and confirmed with customer

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Information regarding possible hazards is sought from customer and hazards are noted

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Workplace records and rate schedules are used to determine applicable rate for customer

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Suitable allowances for contingencies are provided based on site inspection findings

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Specify job requirements and methods with customers

  1. Equipment, time and labour requirements to complete job safely and efficiently are established in accordance with legislative requirements and workplace procedures
  2. Job requirements, proposed method for operation and costs are presented to customer with clear explanations of contingencies
  3. Lift charts and as required, drawings, are used to clarify job requirements to customer
  4. Opportunities are provided for customer to seek clarification on costing and proposed methods
  5. Quotation is followed up in accordance with workplace procedures
  6. Quotation is confirmed with customer and signed authorisation of quotation and relevant indemnity forms are obtained in accordance with workplace policy and procedures
  7. Agreed terms and conditions are included in written quotation
Equipment, time and labour requirements to complete job safely and efficiently are established in accordance with legislative requirements and workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Job requirements, proposed method for operation and costs are presented to customer with clear explanations of contingencies

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Lift charts and as required, drawings, are used to clarify job requirements to customer

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Opportunities are provided for customer to seek clarification on costing and proposed methods

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Quotation is followed up in accordance with workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Quotation is confirmed with customer and signed authorisation of quotation and relevant indemnity forms are obtained in accordance with workplace policy and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Agreed terms and conditions are included in written quotation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document quotation

  1. Quotation format is in accordance with workplace requirements
  2. Information provided is clear, concise and relevant
  3. Copy of quotation is provided to client promptly
  4. Quotation and related documentation is filed and other records are updated accurately, legibly and promptly in accordance with workplace procedures
Quotation format is in accordance with workplace requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Information provided is clear, concise and relevant

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Copy of quotation is provided to client promptly

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Quotation and related documentation is filed and other records are updated accurately, legibly and promptly in accordance with workplace procedures

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

Establish customer requirements

1.1

Customer is addressed in a courteous and business-like manner

1.2

Customer requirements and degree of urgency are established promptly

1.3

Impact of relevant legislation or workplace policy for dealing with requirements and ability to respond are identified

1.4

Service requests requiring additional research are allocated a priority and arrangements are made for follow-up

2

Determine customer credit rating

2.1

Customer full credit details are taken to enable suitable reference checks to be made

2.2

Unclear or uncertain credit information is referred to management for decision prior to proceeding

2.3

Special payment arrangements are negotiated as required or service is refused in accordance with workplace policy

3

Identify scope of work

3.1

Location, time, type of lift, type of crane and service needs are clarified

3.2

Need to refer job to supervisor is determined and arrangements are made in accordance with workplace procedures

3.3

Suitability of available equipment, materials and personnel is established against customer requirements

3.4

Need for permits, notifications and authorisations from authorities is identified

3.5

Special requirements for access and/or the lift are established and confirmed with customer

3.6

Information regarding possible hazards is sought from customer and hazards are noted

3.7

Workplace records and rate schedules are used to determine applicable rate for customer

3.8

Suitable allowances for contingencies are provided based on site inspection findings

4

Specify job requirements and methods with customers

4.1

Equipment, time and labour requirements to complete job safely and efficiently are established in accordance with legislative requirements and workplace procedures

4.2

Job requirements, proposed method for operation and costs are presented to customer with clear explanations of contingencies

4.3

Lift charts and as required, drawings, are used to clarify job requirements to customer

4.4

Opportunities are provided for customer to seek clarification on costing and proposed methods

4.5

Quotation is followed up in accordance with workplace procedures

4.6

Quotation is confirmed with customer and signed authorisation of quotation and relevant indemnity forms are obtained in accordance with workplace policy and procedures

4.7

Agreed terms and conditions are included in written quotation

5

Document quotation

5.1

Quotation format is in accordance with workplace requirements

5.2

Information provided is clear, concise and relevant

5.3

Copy of quotation is provided to client promptly

5.4

Quotation and related documentation is filed and other records are updated accurately, legibly and promptly in accordance with workplace procedures

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

Establish customer requirements

1.1

Customer is addressed in a courteous and business-like manner

1.2

Customer requirements and degree of urgency are established promptly

1.3

Impact of relevant legislation or workplace policy for dealing with requirements and ability to respond are identified

1.4

Service requests requiring additional research are allocated a priority and arrangements are made for follow-up

2

Determine customer credit rating

2.1

Customer full credit details are taken to enable suitable reference checks to be made

2.2

Unclear or uncertain credit information is referred to management for decision prior to proceeding

2.3

Special payment arrangements are negotiated as required or service is refused in accordance with workplace policy

3

Identify scope of work

3.1

Location, time, type of lift, type of crane and service needs are clarified

3.2

Need to refer job to supervisor is determined and arrangements are made in accordance with workplace procedures

3.3

Suitability of available equipment, materials and personnel is established against customer requirements

3.4

Need for permits, notifications and authorisations from authorities is identified

3.5

Special requirements for access and/or the lift are established and confirmed with customer

3.6

Information regarding possible hazards is sought from customer and hazards are noted

3.7

Workplace records and rate schedules are used to determine applicable rate for customer

3.8

Suitable allowances for contingencies are provided based on site inspection findings

4

Specify job requirements and methods with customers

4.1

Equipment, time and labour requirements to complete job safely and efficiently are established in accordance with legislative requirements and workplace procedures

4.2

Job requirements, proposed method for operation and costs are presented to customer with clear explanations of contingencies

4.3

Lift charts and as required, drawings, are used to clarify job requirements to customer

4.4

Opportunities are provided for customer to seek clarification on costing and proposed methods

4.5

Quotation is followed up in accordance with workplace procedures

4.6

Quotation is confirmed with customer and signed authorisation of quotation and relevant indemnity forms are obtained in accordance with workplace policy and procedures

4.7

Agreed terms and conditions are included in written quotation

5

Document quotation

5.1

Quotation format is in accordance with workplace requirements

5.2

Information provided is clear, concise and relevant

5.3

Copy of quotation is provided to client promptly

5.4

Quotation and related documentation is filed and other records are updated accurately, legibly and promptly in accordance with workplace procedures

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria on at least one occasion and include:

applying relevant agreements, workplace procedures, codes of practice and legislative requirements

communicating effectively with others

completing relevant documentation

identifying and correctly using relevant equipment

implementing contingency plans

modifying activities depending on operational contingencies, risk situations and environments

monitoring work activities in terms of planned schedule

operating and adapting to differences in equipment in accordance with standard operating procedures

operating electronic communications equipment to required protocol

planning and prioritising own work, predicting consequences and identifying improvements

prioritising work and multi-tasking

reading, interpreting and following relevant instructions, procedures, information and signs

reporting and/or rectifying problems, faults or malfunctions promptly, in accordance with regulatory requirements and workplace procedures

selecting and using required personal protective equipment conforming to industry and work health and safety (WHS)/occupational health and safety (OHS) standards

working collaboratively with others

working systematically with required attention to detail without injury to self or others, or damage to goods or equipment.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria and include knowledge of:

company work procedures concerning assessing lift requirements and providing a quotation for a mobile crane lift

costing structures for mobile crane lifts

hazard management strategies consistent with the principle of hierarchy of control with elimination, substitution, isolation and engineering control measures being selected before safe working practices and personal protective equipment

mobile crane applications, capacities, configurations, safety hazards and control mechanisms

operational procedures for crane crews

operational work systems and equipment

procedures and protocols for checking the credit rating of a customer

relevant road rules, regulations, permit and licence requirements

relevant WHS/OHS and environmental procedures and regulations

sources of information required to assess lift requirements and provide a quotation for a mobile crane lift

typical problems that may occur when assessing lift requirements and providing a quotation, and appropriate related action and solutions.

Range Statement

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions can be found in the Companion Volume Implementation Guide.