Assess lift requirements and provide quotation

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 TLIP4010, 'Assess lift requirements and provide quotation'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Assess lift requirements and provide quotation' on This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to for every purchase, so go nuts :)

Elements and Performance Criteria



Elements describe the essential outcomes.

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


Establish customer requirements


Customer is addressed in a courteous and business-like manner


Customer requirements and degree of urgency are established promptly


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


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


Determine customer credit rating


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


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


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


Identify scope of work


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


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


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


Need for permits, notifications and authorisations from authorities is identified


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


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


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


Suitable allowances for contingencies are provided based on site inspection findings


Specify job requirements and methods with customers


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


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


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


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


Quotation is followed up in accordance with workplace procedures


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


Agreed terms and conditions are included in written quotation


Document quotation


Quotation format is in accordance with workplace requirements


Information provided is clear, concise and relevant


Copy of quotation is provided to client promptly


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