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 TLIP4010A, 'Assess lift requirements and provide quotation'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Assess lift requirements and provide quotation' 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

ELEMENT

PERFORMANCE CRITERIA

1Establish 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 made for follow-up

2Determine credit rating of customer

2.1 Customer's 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 When necessary, special payment arrangements are negotiated or service is refused according to workplace policy

3Identify 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 made according to workplace procedures

3.3 Suitability of available equipment, materials and personnel is established against customer's 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 the customer

3.6 Information regarding possible hazards is sought from customer and any hazards 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 findings from site inspection

4Specify job requirements and methods with customers

4.1 Equipment, time and labour requirements to complete job safely and efficiently are established in line 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 drawings where applicable are used in clarifying 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 according to workplace procedures

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

4.7 Agreed terms and conditions are included in the written quotation

5Document quotation

5.1 Quotation format is in accordance with workplace requirements

5.2 Information 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 updated accurately, legibly and promptly according to workplace procedures