Unit of competency Outline

Date retreived
23/07/2026 4:54 AM AWST

Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.

Gain customer acceptance of service proposal

Gain customer acceptance of service proposal

Unit of competency
National Code
LMTTF3002A
State Code
W7479
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
16/07/2011
View on TGA
State Implementation and Classification
Approved Date
24/10/2014
Field of Education
080501 - Sales
Original Release Date
24/10/2014
Nominal Hours
40
Description
This unit covers the skills and knowledge required to gain customer acceptance of a proposal to provide a product and service.
Notes
Elements and Performance Criteria
1 Develop customer proposal
  • 1.1 Documentation is reviewed to confirm all required information is available
  • 1.2 Customer requirements are established
  • 1.3 Products, processes and service for customer are determined
  • 1.4 Alternatives are identified
  • 1.5 Material and production requirements are determined
  • 1.6 Costs are calculated for proposed service
  • 1.7 Timing, costs and service are assessed against customer requirements
  • 1.8 Proposal is developed and documented for customer
  • 1.9 Proposal includes consideration of OHS practices
2 Present proposal to customer
  • 2.1 Customer is contacted and proposal presented in person or by other arranged means
  • 2.2 Customer is provided with detailed information regarding products, processes, and alternative solutions which could satisfy customer requirements including
  • 2.3 Features and benefits of proposal are discussed with the customer
3 Seek customer acceptance
  • 3.1 Customer approval of proposal is assessed and confirmed
  • 3.2 Required changes to the proposal are identified and proposal modified accordingly
  • 3.3 Customer acceptance is obtained if possible
4 Confirm service to be provided
  • 4.1 Customer address and contact details are confirmed
  • 4.2 Agreement is established with the customer and signature obtained
  • 4.3 Time, product and service to be provided are confirmed and delivery arranged
  • 4.4 Duplicate of proposal and agreement are provided to customer for future reference
  • 4.5 Where applicable, deposit or other payment is obtained from customer or payment is arranged
  • 4.6 Customer receipt is provided, noting form of payment
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, if used in the Performance Criteria, is detailed below. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs if the candidate, accessibility of the item, and local industry and regional contexts.
Legislative/regulatory requirements
All work must comply with relevant Federal and State or Territory legislative or regulatory requirements.
Documentation may include
sketches, diagrams and maps
dimensions and measurements
documentation on customer requirements
Customer requirements may include
types of materials
types of products and equipment
operating principles and mechanisms
costs
timelines
colours
size, dimensions, shape
delivery and installation dates
installation procedure to be followed
OHS practices
OHS practices must include hazard identification and control, risk assessment and implementation of risk reduction measures specific to the tasks described by this unit, and may include:
manual handling techniques
standard operating procedures
personal protective equipment
safe materials handling
taking of rest breaks
ergonomic arrangement of workplaces
following marked walkways
safe storage of equipment
housekeeping
reporting accidents and incidents
other OHS practices relevant to the job and enterprise
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 the Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit
Demonstrates skills and knowledge to:
interpret customer requirements
provide detailed product information to customer
interpret specifications and instructions for products and materials offered to customers
prepare product and service proposals
prepare installation procedures
discuss service options with customer
arrange and accept payment from customer
document and communicate work related information including product information, customer requirements, installation and operating procedures, costing, and special conditions
Consistently applies skills and knowledge when:
organising work
completing tasks
identifying improvements
using workplace practices
using OHS practices
recording and reporting accidents and incidents
assessing operational readiness of equipment used and work processes
recognising and adapting to cultural differences in the workplace, including modes of behaviour and interactions
completing work systematically with attention to detail without damage to goods and equipment

Context and specific resources for assessment
Assessment may occur on the job or in an appropriately simulated environment and requires access to work areas, materials and equipment, and to information on workplace practices and OHS practices.

Guidance information for assessment
This unit may be assessed independently or in combination with other relevant units.
Replaces
State Code National Code Title Type
E1899 LMTPDTF04BA Identify customer requirements and gain customer acceptance Unit of competency
Replaced By
State Code National Code Title Type
BAU52 MSTTF3002 Gain customer acceptance of service proposal Unit of competency