Unit of competency Outline
Date retreived
23/07/2026 12:43 AM AWST
23/07/2026 12:43 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.
Prepare and document quotation
Prepare and document quotation
Unit of competency
National Code
AUM8012B
AUM8012B
State Code
W9170
W9170
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
06/09/2011
Field of Education
080501 - Sales
Original Release Date
06/09/2011
Nominal Hours
15
Description
This unit describes the application of the required skills and knowledge to prepare a job quotation for a customer.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Determine customer requirements
- 1.1. Customer product requirements are established and project parameters specified in accordance with organisation requirements
- 1.2. Customer requirements are compared with existing organisation products
- 1.3. Product variations required by the customer are established
- 1.4. Customer purchase and payment arrangements are negotiated
2. Estimate job labour, parts and material requirements
- 2.1. Variations from standard organisation product are estimated
- 2.2. Additional processes, parts and skills required to meet customer requirements are estimated
- 2.3. Draft project brief established for costing
- 2.4. Job schedule and material list is prepared
3. Cost the job
- 3.1. Organisation job costing procedures, including cost reduction initiatives, are employed to determine job budget
- 3.2. Estimated materials, labour and equipment costs are totalled for the job
- 3.3. Estimations for contingencies and changed work requirements are included in the total budget
- 3.4. Job and budget requirements are included in organisation production schedules
4. Document and confirm quote
- 4.1. Quotation is prepared in accordance with organisation requirements
- 4.2. Quotation provided reflects customer requirements
- 4.3. Changes and variations are negotiated to meet customer and organisation needs
- 4.4. Organisation records/customer file is created for the job
access and equity principles and practices
environmental management (waste disposal, recycling and re-use guidelines)
emergency and evacuation procedures
equipment use procedures
ethical standards
legal obligations
maintenance and storage procedures
OHS requirements
organisational and site guidelines
policies and procedures relating to own role and responsibility
procedural manuals
quality assurance guidelines
quality and continuous improvement processes and standards
recording and reporting guidelines.
continuous improvement programs
cost benchmarks
power conservation
productivity achievement
waste avoidance.
interruptions to parts supply/quality
line speed
personnel absences and the needing to fill production line gaps.
environmental management (waste disposal, recycling and re-use guidelines)
emergency and evacuation procedures
equipment use procedures
ethical standards
legal obligations
maintenance and storage procedures
OHS requirements
organisational and site guidelines
policies and procedures relating to own role and responsibility
procedural manuals
quality assurance guidelines
quality and continuous improvement processes and standards
recording and reporting guidelines.
continuous improvement programs
cost benchmarks
power conservation
productivity achievement
waste avoidance.
interruptions to parts supply/quality
line speed
personnel absences and the needing to fill production line gaps.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
compliance with relevant legislative, regulations, standards, codes of practice and establish safe practices and organisation policies and procedures for managing personal work priorities
maintaining a working knowledge of current work systems and practices
working and communicating effectively and positively with others involved in the work
applying, within authority, the requirements of the job or work role in relation to:
achieving production goals
achieving work quality goals
responding positively to changing work requirements
contributing effectively to cost reduction initiatives
effectively applying problem solving techniques
modify activities to cater for variations in organisation context and environment
preparation of detailed estimates of labour, parts and equipment
completion of detailed quote
calculation and allowance for contingencies
maintain organisation records - paper based / electronic.
Context of, and specific resources for assessment
assessment of the competency should take place in a safe working environment in a passenger motor vehicle manufacturing plant or simulated environment using tools/equipment/machinery required for the production process without undue disruption to the production process
assessment is to occur under standard and authorised work practices, safety requirements and environmental constraints.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
assessment methods must confirm consistency and accuracy of performance (over time and in a range of organisation relevant contexts) together with application of underpinning knowledge
assessment methods must be by direct observation of tasks and include questioning on underpinning knowledge to ensure its correct interpretation and application
assessment may be applied under project related conditions (real or simulated) and require evidence of process
assessment must confirm a reasonable inference that competency is able not only to be satisfied under the particular circumstance, but is able to be transferred to other circumstances.
Evidence of the following is essential:
compliance with relevant legislative, regulations, standards, codes of practice and establish safe practices and organisation policies and procedures for managing personal work priorities
maintaining a working knowledge of current work systems and practices
working and communicating effectively and positively with others involved in the work
applying, within authority, the requirements of the job or work role in relation to:
achieving production goals
achieving work quality goals
responding positively to changing work requirements
contributing effectively to cost reduction initiatives
effectively applying problem solving techniques
modify activities to cater for variations in organisation context and environment
preparation of detailed estimates of labour, parts and equipment
completion of detailed quote
calculation and allowance for contingencies
maintain organisation records - paper based / electronic.
Context of, and specific resources for assessment
assessment of the competency should take place in a safe working environment in a passenger motor vehicle manufacturing plant or simulated environment using tools/equipment/machinery required for the production process without undue disruption to the production process
assessment is to occur under standard and authorised work practices, safety requirements and environmental constraints.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
assessment methods must confirm consistency and accuracy of performance (over time and in a range of organisation relevant contexts) together with application of underpinning knowledge
assessment methods must be by direct observation of tasks and include questioning on underpinning knowledge to ensure its correct interpretation and application
assessment may be applied under project related conditions (real or simulated) and require evidence of process
assessment must confirm a reasonable inference that competency is able not only to be satisfied under the particular circumstance, but is able to be transferred to other circumstances.
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| AXY83 | AUM8012A | Prepare and document quotation | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| W566 | AUM45108 | Certificate IV in Automotive Manufacturing (Bus/Truck/Trailer) | Qualification |