Unit of competency Outline

Date retreived
22/07/2026 8:12 PM 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.

Prepare quotations

Prepare quotations

Unit of competency
National Code
SITTTSL006B
State Code
WB954
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
01/01/2011
View on TGA
State Implementation and Classification
Approved Date
24/05/2012
Field of Education
080501 - Sales
Original Release Date
24/05/2012
Nominal Hours
20
Description
This unit describes the performance outcomes, skills and knowledge required to calculate the costs of products and services accurately and to present quotations to customers. It requires the ability to provide quotations for products and services where some costing and pricing has already been undertaken in the product development phase. As such it underpins SITTPPD003B Source and package tourism products, which deals with the more advanced skills to actually source, price and package product. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Notes
Elements and Performance Criteria
1 Calculate costs of products and services.
  • 1.1 Create records to administer the customer's details and requirements.
  • 1.2 Source and accurately select and interpret product and costing information required to prepare the quotation.
  • 1.3 If required, negotiate costs with suppliers according to commercial agreements and relationships, and within scope of individual responsibility.
  • 1.4 Calculate commissions or mark-up nett costs according to organisation procedures and requirements to determine a profitable selling price.
  • 1.5 Accurately calculate any additional taxes, special fees and other charges.
  • 1.6 Accurately calculate any required currency conversions.
  • 1.7 Accurately calculate the final cost to the customer.
  • 1.8 Check all calculations against all product and service components.
  • 1.9 Keep detailed and legible records of the method of calculation, according to organisation formats.
2 Provide quotations to customer.
  • 2.1 Prepare the quotation to reflect all inclusions required by the customer.
  • 2.2 Promptly provide accurate quotation to the customer according to organisation procedures and formats.
  • 2.3 Offer secondary quotations with options, as appropriate.
  • 2.4 Ensure all quotations include accurate details of the cost of product and service provision and the conditions and limitations of the quotation.
  • 2.5 Record all details of the quotation accurately and legibly and keep on file according to organisation procedures.
  • 2.6 Minimise use of printed materials and maximise electronic transmission and filing of all documents to reduce waste and negative environmental impacts.
3 Update and amend quotations.
  • 3.1 Adjust and update quotations to take account of changed requests or arrangements.
  • 3.2 Provide the most up-to-date quotation to customers inclusive of new conditions and limitations.
  • 3.3 Record all details of adjusted quotations and keep on file according to organisation 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. Bold italicised wording in the performance criteria is detailed below.

Customer records may be:
a computer file
a manual file.


Quotations:
may be for a broad range of products and services, including:
single product or service
multiple products and services making up a complete itinerary
inclusive products or optional touring products
groups
individuals
one-off touring arrangements
series tours
incentive tours
meetings
conferences

may be prepared:
manually
using a computer
may be provided by:
telephone
verbally in a face-to-face context
fax
email or other electronic transmission
mail
internal communication.


Special fees and charges may include:
service fee
transaction fee
itinerary preparation fee
visa and passport handling fee
loyalty program (e.g. frequent flyer) redemption fee
product booking fee
amendment fee
cancellation fee
reconfirmation fee
courier fee
credit card fee
communication fee.


Some examples of products and services included in quotations are:
domestic products and services
international products and services
transportation
transfers
accommodation
entertainment
tours
cruises
entrance to attractions or sites
tour guiding services
activities
meals
functions
special items with customer's corporate branding
venue hire
speaker services
audiovisual services
meeting or event equipment
special event consumable items
catering.


Conditions and limitations of the quotation (initial and subsequent) may include:
inclusions
exclusions
cost of items that are subject to availability
prices subject to change
inclusion of fees, taxes and levies
general conditions and rules
payment requirements
date of current quotation
life and expiry date of quotation
changes of conditions of pre-existing quotation or booking
changes to provision of pre-existing booking
legislative requirements such as cooling-off period after acceptance of quotation
methods of customer accepting quotation.
EVIDENCE GUIDE
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 this Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
ability to prepare and provide multiple accurate quotations in response to multiple customer requests covering a range of tourism products and services and ideally as a component of integrated work activity
knowledge of industry practices in relation to commissions, mark-up and fees

project or work activities that show the candidates' ability to prepare quotations within the context of the particular industry sector in which they are working or seeking work; for those undertaking generic pre-employment training, assessment must cover a range of industry contexts to allow for a broad range of vocational outcomes
completion of quotations within typical workplace time constraints and the deadlines determined by the customer and the organisation.


Context of and specific resources for assessment
Assessment must ensure:
demonstration of skills within a fully equipped industry-realistic office environment using appropriate computers, printers, information programs, publications and software programs currently used in the tourism industry to assist the quotations function or demonstration within the applicable sales environment for the sector e.g. a conference venue for the Events sector or touring environment for the Guiding and Tour Operations sectors
use of relevant and current product information to support the quotation process, e.g. brochures, timetables, tariffs and product sales kits
use of a full range of operational documentation, e.g. details of supplier contracts and customer files.


Methods of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
evaluation of integrated activities completed by the candidate, including sourcing information on destinations, selling products and issuing documents
evaluation of a range of quotations prepared by the candidate
case studies to assess ability to provide accurate quotations in response to particular customer requests or for a series of customer files
written and oral questioning or interview to test knowledge of the principles that underpin quotation procedures and the consumer protection regulations that would apply
review of portfolios of evidence and third-party workplace reports of on-the-job performance by the candidate.
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
SITTTSL005A Sell tourism products and services
SITTTSL007B Receive and process reservations
SITTTSL010B Control reservations or operations using a computerised system.


Assessing employability skills
Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors. How these skills are applied varies between occupations and qualifications due to the different work functions and contexts.
Employability skills embedded in this unit should be assessed holistically with other relevant units that make up the skill set or qualification and in the context of the job role.
Replaces
State Code National Code Title Type
S6468 SITTTSL006A Prepare quotations Unit of competency
Replaced By
State Code National Code Title Type
WF723 SITTTSL304 Prepare quotations Unit of competency