Assess lift requirements and provide quotation Evidence Guide

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Evidence Guide: TLIP4010A - Assess lift requirements and provide quotation

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

TLIP4010A - Assess lift requirements and provide quotation

What evidence can you provide to prove your understanding of each of the following citeria?

Establish customer requirements

Customer is addressed in a courteous and business-like manner
Customer requirements and degree of urgency are established promptly
Impact of relevant legislation or workplace policy for dealing with requirements, and ability to respond are identified
Service requests requiring additional research are allocated a priority and arrangements made for follow-up

Customer is addressed in a courteous and business-like manner

Completed
Date:

Teacher:

Evidence:

Customer requirements and degree of urgency are established promptly

Completed
Date:

Teacher:

Evidence:

Impact of relevant legislation or workplace policy for dealing with requirements, and ability to respond are identified

Completed
Date:

Teacher:

Evidence:

Service requests requiring additional research are allocated a priority and arrangements made for follow-up

Completed
Date:

Teacher:

Evidence:

Determine credit rating of customer

Customer's full credit details are taken to enable suitable reference checks to be made
Unclear or uncertain credit information is referred to management for decision prior to proceeding
When necessary, special payment arrangements are negotiated or service is refused according to workplace policy

Customer's full credit details are taken to enable suitable reference checks to be made

Completed
Date:

Teacher:

Evidence:

Unclear or uncertain credit information is referred to management for decision prior to proceeding

Completed
Date:

Teacher:

Evidence:

When necessary, special payment arrangements are negotiated or service is refused according to workplace policy

Completed
Date:

Teacher:

Evidence:

Identify scope of work

Location, time, type of lift, type of crane and service needs are clarified
Need to refer job to supervisor is determined and arrangements made according to workplace procedures
Suitability of available equipment, materials and personnel is established against customer's requirements
Need for permits, notifications and authorisations from authorities is identified
Special requirements for access and/or the lift are established and confirmed with the customer
Information regarding possible hazards is sought from customer and any hazards noted
Workplace records and rate schedules are used to determine applicable rate for customer
Suitable allowances for contingencies are provided based on findings from site inspection

Location, time, type of lift, type of crane and service needs are clarified

Completed
Date:

Teacher:

Evidence:

Need to refer job to supervisor is determined and arrangements made according to workplace procedures

Completed
Date:

Teacher:

Evidence:

Suitability of available equipment, materials and personnel is established against customer's requirements

Completed
Date:

Teacher:

Evidence:

Need for permits, notifications and authorisations from authorities is identified

Completed
Date:

Teacher:

Evidence:

Special requirements for access and/or the lift are established and confirmed with the customer

Completed
Date:

Teacher:

Evidence:

Information regarding possible hazards is sought from customer and any hazards noted

Completed
Date:

Teacher:

Evidence:

Workplace records and rate schedules are used to determine applicable rate for customer

Completed
Date:

Teacher:

Evidence:

Suitable allowances for contingencies are provided based on findings from site inspection

Completed
Date:

Teacher:

Evidence:

Specify job requirements and methods with customers

Equipment, time and labour requirements to complete job safely and efficiently are established in line with legislative requirements and workplace procedures
Job requirements, proposed method for operation and costs are presented to customer with clear explanations of contingencies
Lift charts and drawings where applicable are used in clarifying job requirements to customer
Opportunities are provided for customer to seek clarification on costing and proposed methods
Quotation is followed up according to workplace procedures
Quotation is confirmed with customer and signed authorisation of quotation and relevant indemnity forms obtained in line with workplace policy and procedures
Agreed terms and conditions are included in the written quotation

Equipment, time and labour requirements to complete job safely and efficiently are established in line with legislative requirements and workplace procedures

Completed
Date:

Teacher:

Evidence:

Job requirements, proposed method for operation and costs are presented to customer with clear explanations of contingencies

Completed
Date:

Teacher:

Evidence:

Lift charts and drawings where applicable are used in clarifying job requirements to customer

Completed
Date:

Teacher:

Evidence:

Opportunities are provided for customer to seek clarification on costing and proposed methods

Completed
Date:

Teacher:

Evidence:

Quotation is followed up according to workplace procedures

Completed
Date:

Teacher:

Evidence:

Quotation is confirmed with customer and signed authorisation of quotation and relevant indemnity forms obtained in line with workplace policy and procedures

Completed
Date:

Teacher:

Evidence:

Agreed terms and conditions are included in the written quotation

Completed
Date:

Teacher:

Evidence:

Document quotation

Quotation format is in accordance with workplace requirements
Information is clear, concise and relevant
Copy of quotation is provided to client promptly
Quotation and related documentation is filed and other records updated accurately, legibly and promptly according to workplace procedures

Quotation format is in accordance with workplace requirements

Completed
Date:

Teacher:

Evidence:

Information is clear, concise and relevant

Completed
Date:

Teacher:

Evidence:

Copy of quotation is provided to client promptly

Completed
Date:

Teacher:

Evidence:

Quotation and related documentation is filed and other records updated accurately, legibly and promptly according to workplace procedures

Completed
Date:

Teacher:

Evidence:

Assessed

Teacher: ___________________________ Date: _

Signature: ________________________________________________

Comments:

Instructions to Assessors

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

Required Skills and Knowledge

REQUIRED KNOWLEDGE AND SKILLS

This describes the essential knowledge and skills and their level required for this unit.

Required knowledge:

Relevant road rules, regulations, permit and licence requirements pertaining to mobile crane operation

Relevant OH&S and environmental procedures and regulations

Mobile crane applications, capacities, configurations, safety hazards and control mechanisms

Company work procedures concerning the assessment of lift requirements and the provision of a quotation for a mobile crane lift

Costing structures for mobile crane lifts

Sources of information required to assess lift requirements and provide a quotation for a mobile crane lift

Procedures and protocols for checking the credit rating of a customer

Typical problems that may occur when assessing lift requirements and providing a quotation and appropriate related action and solutions

Prioritising and multi-tasking work

Focus of operation of work systems and equipment

Operational procedures for crane crews

Required skills:

Communicate effectively with others when assessing lift requirements and providing a quotation

Read and interpret instructions, procedures, information and technical data relevant to the assessment of lift requirements and provision of a quotation

Interpret and follow operational instructions and prioritise work

Complete documentation related to the assessment of lift requirements and provision of a quotation

Operate electronic communication equipment to required protocol

Work collaboratively with others when assessing lift requirements and providing a quotation

Adapt appropriately to cultural differences in the workplace, including modes of behaviour and interactions with others

Promptly report and/or rectify any problems that may be identified when assessing lift requirements and providing a quotation in accordance with regulatory requirements and workplace procedures

Implement contingency plans for unanticipated situations that may arise when assessing lift requirements and providing a quotation

Apply relevant agreements, codes of practice or other legislative requirements

Plan own work including predicting consequences and identifying improvements

Monitor work activities in terms of planned schedule

Modify activities depending on differing operational contingencies, risk situations and environments

Work systematically with required attention to detail without injury to self or others, or damage to goods or equipment

Operate and adapt to differences in equipment in accordance with standard operating procedures

Identify and correctly assess requirements for equipment, processes and procedures needed during a lift

Select and use required personal protective equipment conforming to industry and OH&S standards

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

NTISthis.com

Evidence Guide: TLIP4010A - Assess lift requirements and provide quotation

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

TLIP4010A - Assess lift requirements and provide quotation

Establish customer requirements

Determine credit rating of customer

Identify scope of work

Specify job requirements and methods with customers

Document quotation

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

Instructions to Assessors

Teacher: ___________________________ Date: _