Unit of competency Outline

Date retreived
23/07/2026 9:47 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.

Assess lift requirements and provide quotation

Assess lift requirements and provide quotation

Unit of competency
National Code
TLIP4010A
State Code
D5302
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
07/03/2011
State Implementation and Classification
Approved Date
10/08/2011
Field of Education
080301 - Business Management
Original Release Date
10/08/2011
Nominal Hours
30
Description
This unit involves the skills and knowledge required to assess job requirements for a lift using a mobile crane, and provide a quotation to a customer, including establishing customer requirements, determining the credit rating of customer, identifying the scope of the work, specifying job requirements and methods with customers, and documenting the quotation. Licensing, legislative, regulatory or certification requirements are applicable to this unit.
Notes
Elements and 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
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.
Operations may be conducted:
day or night
in a variety of weather conditions
Environment may include movement of:
equipment
goods
materials
vehicular traffic
Customers may be:
internal or external
Quotations may be provided for mobile crane lifts in a range of industry sectors including:
construction and demolition
manufacturing
waterfront
mining
primary industry
utilities (electricity, gas, water)
arboricultural
swimming pool
quarrying
Specialised lifts may include:
large surface areas-pools
tilt-up panels
drive-in movie screens
tree removal and replacement
bridge beams
multiple crane lifts
passing loads to other cranes
tailing out of loads
turning loads over
lifting high value goods
recovery work
specialised operations-drag lines
clam shell
pile driving
barge work
work involving work box duties
Hazards may include:
power lines
noise, light, energy sources
overhead service lines
surrounding buildings, structures, facilities
underground services
obstructions
uneven or unstable ground and recently filled trenches
stationary and moving machinery and equipment
hazardous or dangerous materials
traffic hazards and congestion
Hazard management is consistent with:
the principle of hierarchy of control with elimination, substitution, isolation and engineering control measures being selected before safe working practices and personal protective equipment
Consultative processes may involve:
other employees and supervisors
management
union representatives
clients
industrial relations and OH&S specialists
other professional or technical staff
Requirements for access and/or lift may include:
site restrictions and procedures
authorities and permits
hours of operation
induction
slings, chains, nets, brackets and other specialised lifting equipment
noise restrictions
personal protective equipment
support trucks
additional gear and equipment
communications equipment
Personal protective equipment may include:
gloves
safety headwear and footwear
sunscreen, sunglasses and safety glasses
two-way radios
high visibility clothing
Depending on the type of organisation concerned and the local terminology used, workplace procedures may include:
company procedures
enterprise procedures
organisational procedures
established procedures
site procedures
Documentation/records may include:
site plans
Safe Working Load (SWL) and Working Load Limit (WLL)
operations manuals including load charts and crane and rigging manuals
induction documentation
competency standards and training materials
job specifications and procedures
crane and equipment manufacturers specifications and guidelines
workplace operating procedures and policies
supplier and/or client instructions
communications technology equipment, oral, aural or signed communications
personal and work area work procedures and practices
conditions of service, legislation and industrial agreements including:
workplace agreements and awards
occupational health and safety procedures
standards and certification requirements
quality assurance procedures
emergency procedures
Applicable procedures and codes may include:
relevant state/territory regulations and licence/permit requirements pertaining to specialised mobile crane operations
relevant state/territory road rules
relevant state/territory OH&S legislation
relevant state/territory fatigue management regulations
relevant state/territory environmental protection legislation
EVIDENCE GUIDE
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required knowledge and skills, the range statement and the assessment guidelines for this Training Package.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:
the underpinning knowledge and skills
relevant legislation and workplace procedures
other relevant aspects of the range statement
Context of and specific resources for assessment
Performance is demonstrated consistently over a period of time and in a suitable range of contexts
Resources for assessment include:
a range of relevant exercises, case studies and/or other simulated practical and knowledge assessment, and/or
access to an appropriate range of relevant operational situations in the workplace
In both real and simulated environments, access is required to:
relevant and appropriate materials and equipment, and
applicable documentation including workplace procedures, regulations, codes of practice and operation manuals
Method of assessment
Assessment of this unit must be undertaken by a registered training organisation
As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests
Practical assessment must occur:
through activities in an appropriately simulated environment at the registered training organisation, and/or
in an appropriate range of situations in the workplace
Replaces
State Code National Code Title Type
S5847 TLIP1007C Assess lift requirements and provide quotation Unit of competency
Replaced By
State Code National Code Title Type
AWL35 TLIP4010 Assess lift requirements and provide quotation Unit of competency
State Code National Code Title Type
W939 TLI41910 Certificate IV in Mobile Crane Operations Qualification