Unit of competency Outline

Date retreived
22/07/2026 8:10 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.

Provide quotations for installation or service jobs

Provide quotations for installation or service jobs

Unit of competency
National Code
UEENEEC003B
State Code
W7733
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
2.00
Current Release Date
16/03/2012
State Implementation and Classification
Approved Date
28/07/2014
Field of Education
080301 - Business Management
Original Release Date
28/07/2014
Nominal Hours
18
Description
1) Scope:1.1)DescriptorThis unit covers providing quotations for installation and service work not exceeding $20k. It encompasses following job specification, using manufacturer catalogues, making telephone, internet or email enquiries, selecting compliance materials, pricing materials and labour costs, completing the necessary quotation documentation and applying the necessary customer relations protocols.
Notes
Elements and Performance Criteria
1 Establish the extent of the work.
  • 1.1 OHS procedures for a given work area are identified, obtained and understood
  • 1.2 Established OHS risk control measures and procedures are followed
  • 1.3 The extent of installation or service work is determined from job specifications and discussions with customer and/or other appropriate person(s)
  • 1.4 The extent of installation or service work on which a quotation is to be given is documented as a job specification and agreement sought with customer or other appropriate person(s)
  • 1.5 OHS and other regulatory requirements are incorporated in the work on which the quotation is based
  • 1.6 Requests for alterations to the job specification are negotiated with customer or other appropriate person(s) and within the constraints imposed by regulatory requirements
  • 1.7 A date by which the quotation is to be submitted is agreed with the customer and/or other appropriate person(s)
2 Develop quotations.
  • 2.1 Material take-offs are performed accurately and checked against job specification(s)
  • 2.2 Materials, labour and other costs are determined from industry standard labour rates, enterprise costing arrangements and/or material suppliers
  • 2.3 Quotations are checked for accuracy in costing and against job specification
3 Document and submit quotation.
  • 3.1 Quotation is documented in accordance with established policies and procedures
  • 3.2 Quotation is submitted to customer within by an agreed date
RANGE STATEMENT
10) This relates to the unit as a whole providing the range of contexts and conditions to which the performance criteria apply. It allows for different work environments and situations that will affect performance.
This unit must be demonstrated in relation to providing at least one quotation for an installation job and one for a service job. The value of the jobs shall not exceed $20k and may apply to any of the following electrotechnology disciplines.
Automation technologies
Computers
Data Communications
Electrical
Electrical Machines
Electronics
Fire Protection
Instrumentation
Refrigeration and Air Conditioning
Renewable/sustainable energy, and
Security technology
Generic terms used throughout this Vocational Standard shall be regarded as part of the Range Statement in which competency is demonstrated. The definition of these and other terms that apply are given in Volume 2, Part 2.1.
EVIDENCE GUIDE
9) This provides essential advice for assessment of the unit. It must be read in conjunction with the performance criteria and the range statement of the unit and the Training Package Assessment Guidelines.
The Evidence Guide forms an integral part of this unit. It must be used in conjunction with all parts of this unit and performed in accordance with the Assessment Guidelines of this Training Package.
Overview of Assessment
9.1)
Longitudinal competency development approaches to assessment, such as Profiling, require data to be reliably gathered in a form that can be consistently interpreted over time. This approach is best utilised in Apprenticeship programs and reduces assessment intervention. It is the industry-preferred model for apprenticeships. However, where summative (or final) assessment is used it is to include the application of the competency in the normal work environment or, at a minimum, the application of the competency in a realistically simulated work environment. It is recognised that, in some circumstances, assessment in part or full can occur outside the workplace. However, it must be in accordance with industry and regulatory policy.
Methods chosen for a particular assessment will be influenced by various factors. These include the extent of the assessment, the most effective locations for the assessment activities to take place, access to physical resources, additional safety measures that may be required and the critical nature of the competencies being assessed.
The critical safety nature of working with electricity, electrical equipment, gas or any other hazardous substance/material carries risk in deeming a person competent. Sources of evidence need to be 'rich' in nature to minimise error in judgment.
Activities associated with normal everyday work have a bearing on the decision as to how much and how detailed the data gathered will contribute to its 'richness'. Some skills are more critical to safety and operational requirements while the same skills may be more or less frequently practised. These points are raised for the assessors to consider when choosing an assessment method and developing assessment instruments. Sample assessment instruments are included for Assessors in the Assessment Guidelines of this Training Package.

Critical aspects of evidence required to demonstrate competency in this unit
9.2)
Before the critical aspects of evidence are considered all prerequisites must be met.
Evidence for competence in this unit shall be considered holistically. Each Element and associated performance criteria shall be demonstrated on at least two occasions in accordance with the 'Assessment Guidelines - UEE07'. Evidence shall also comprise:
A representative body of work performance demonstrated within the timeframes typically expected of the discipline, work function and industrial environment. In particular this shall incorporate evidence that shows a candidate is able to:

Implement Occupational Health and Safety workplace procedures and practices, including the use of risk control measures as specified in the performance criteria and range statement
Apply sustainable energy principles and practices as specified in the performance criteria and range statement
Demonstrate an understanding of the essential knowledge and associated skills as described in this unit. It may be required by some jurisdictions that RTOs provide a percentile graded result for the purpose of regulatory or licensing requirements.
Demonstrate an appropriate level of skills enabling employment
Conduct work observing the relevant Anti Discrimination legislation, regulations, polices and workplace procedures

Demonstrated consistent performance across a representative range of contexts from the prescribed items below:

Provide quotations for installation and service jobs on at least two occasions as described in 8) including:


A
Establishing the extent of work on which the quotation is to be based.


B
Taking of material accurately.


C
Costing the job appropriately.


D
Checking the quotation.


E
Documenting the quotation clearly.


F
Dealing with unplanned events by drawing on essential knowledge and skills to provide appropriate solutions incorporated in a holistic assessment with the above listed items.

Context of and specific resources for assessment
9.3)
This unit should be assessed as it relates to normal work practice using procedures, information and resources typical of a workplace. This should include:
OHS policy and work procedures and instructions.
Suitable work environment, facilities, equipment and materials to undertake actual work as prescribed in this unit.
These should be used in the formal learning/assessment environment.
Note:
Where simulation is considered a suitable strategy for assessment it must ensure that the conditions for assessment are authentic and as far as possible reproduce and replicate the workplace and is consistent with the approved industry simulation policy.

The resources used for assessment should reflect current industry practices in relation to providing quotations for installation or service jobs.
Method of assessment
9.4)
This unit shall be assessed by methods given in Volume 1, Part 3 'Assessment Guidelines'.
Note: Competent performance with inherent safe working practices is expected in the Industry to which this unit applies. This requires that the specified essential knowledge and associated skills are assessed in a structured environment which is primarily intended for learning/assessment and incorporates all necessary equipment and facilities for learners to develop and demonstrate the essential knowledge and skills described in this unit.
Concurrent assessment and relationship with other units
9.5)
Granting competency in this unit shall be made only after competency in the following unit(s) has/have been confirmed:
UEENEED001B
Use basic computer applications relevant to a workplace
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