Unit of competency Outline

Date retreived
22/07/2026 11:09 PM AWST

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Assess lift requirements and provide quotation

Assess lift requirements and provide quotation

Unit of competency
National Code
TLIP4010
State Code
AWL35
TGA Status
Deleted
DTWD Status
Deleted
Current Release Number
1.00
Current Release Date
29/02/2016
View on TGA
State Implementation and Classification
Approved Date
04/08/2016
Field of Education
080301 - Business Management
Original Release Date
04/08/2016
Nominal Hours
30
Description
This unit involves the skills and knowledge required to assess job requirements for a lift using a mobile crane, and to provide a quotation to a customer in compliance with relevant state/territory authority regulations.It includes establishing customer requirements, determining customer credit rating, identifying the scope of work, specifying job requirements and methods with customers, and documenting a quotation.Work is performed under general supervision. It involves the application of some judgement and routine principles and procedures for the assessment of lift requirements and the provision of a quotation for a mobile crane lift in a variety of operational contexts including specialised lifts.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1 Establish 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 are made for follow-up
2 Determine customer credit rating
  • 2.1 Customer 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 Special payment arrangements are negotiated as required or service is refused in accordance with workplace policy
3 Identify 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 are made in accordance with workplace procedures
  • 3.3 Suitability of available equipment, materials and personnel is established against customer 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 customer
  • 3.6 Information regarding possible hazards is sought from customer and hazards are 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 site inspection findings
4 Specify job requirements and methods with customers
  • 4.1 Equipment, time and labour requirements to complete job safely and efficiently are established in accordance 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 as required, drawings, are used to clarify 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 in accordance with workplace procedures
  • 4.6 Quotation is confirmed with customer and signed authorisation of quotation and relevant indemnity forms are obtained in accordance with workplace policy and procedures
  • 4.7 Agreed terms and conditions are included in written quotation
5 Document quotation
  • 5.1 Quotation format is in accordance with workplace requirements
  • 5.2 Information provided 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 are updated accurately, legibly and promptly in accordance with workplace procedures
No information
No information
Replaces
State Code National Code Title Type
D5302 TLIP4010A Assess lift requirements and provide quotation Unit of competency