Prepare quotations

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver SITXCCS019, 'Prepare quotations'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Prepare quotations' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)


Elements and Performance Criteria

ELEMENTS

PERFORMANCECRITERIA

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 customer file to administer customer details and requirements.

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

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

1.4. Calculate any additional taxes, fees or other charges.

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

1.6. Determine final cost of product or service package and record on customer file according to organisational procedures.

2. Provide quotations to customer.

2.1. Prepare quotation to reflect customer requirements and provide to customer according to organisational procedures and formats.

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

2.3. 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 customer 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 on customer file.