SITTTVL005 — Prepare customer quotations

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What an assessment for SITTTVL005 must cover

64 assessable components: 3 elements (16 performance criteria), 10 performance evidence and 31 knowledge evidence requirements, plus 7 foundation skills. An audit-defensible tool maps every question and task back to these — that mapping is the coverage matrix Auditori generates alongside the assessment.

Elements & performance criteria

1 Calculate costs of products and services.

1.1Create client profile to administer customer details and requirements.
1.2Source, select and interpret product and costing information to prepare quotation.
1.3Calculate commissions or mark-up net costs according to organisational procedures to determine a profitable selling price.
1.4Use relevant system to calculate any additional taxes, special fees and other charges.
1.5Use relevant system to calculate any required currency conversions.
1.6Check product or service package or itinerary calculation against all individual product and service components.
1.7Determine final cost of product or service package or itinerary and record on client profile according to organisational procedures.

2 Provide quotations to customer.

2.1Prepare quotation to reflect required customer inclusions.
2.2Promptly provide quotation to customer according to organisational procedures and formats.
2.3Include accurate details of cost of product and service provision, and conditions and limitations of quotation.
2.4Offer secondary quotations with options, as appropriate.
2.5Record details of quotation accurately and file according to organisational procedures.
2.6Minimise use of printed materials and maximise electronic transmission and record keeping to reduce waste.

3 Update and record quotations.

3.1Adjust and update quotations to take account of changed requests or arrangements.
3.2Provide most up-to-date quotation to customer inclusive of current conditions and limitations.
3.3Record all details of adjusted quotations and file.

Performance evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:
prepare three quotations, each including at least three different product or service components from the list in the knowledge evidence
across the above quotations the following product or service components must be included on at least one occasion each:
international airfare
domestic airfare
cruise
packaged touring
tour land arrangements
integrate commissions, mark-ups and fees into each of the above quotations
complete above activities within commercial time constraints and deadlines determined by the customer and the organisation.

Knowledge evidence

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:
specific industry sector and organisation:
quotation systems and procedures
costs and features of products sold
sources of costs for products, services and fees
commission and mark-up rates and procedures
formats for and inclusions of quotations presented to customers
conditions and limitations of quotation considerations:
changes to pre-existing quotation or booking
exclusions
general conditions, rules and legislative requirements
inclusion of fees, taxes and levies
expiry date of quotation
methods of customer accepting quotation
payment requirements
itineraries and prices being subject to change
product and service components of quotations:
accommodation
attractions
air product
cruise product
tours
transportation
travel insurance
vehicle rental
additional fees and other charges that apply to customer bookings
primary components of consumer protection laws that relate to providing quotations and organisational responsibility for:
nominating and charging cancellation fees
providing information on potential price increases
providing refunds and future credits
supplying products as described or substituting suitable products when product is unavailable.

Foundation skills

Reading skills to:: interpret documents, customer files, customer requests and complex product costing information.
Writing skills to:: record customer details and requests, complex quotations and all quotation options in a clear format and style, with accurate details of conditions and limitations specifically applicable to the quotation.
Oral communication skills to:: discuss supplier costs and negotiate a mutually agreeable rate.
Numeracy skills to:: interpret complex product and costing information and calculate complex costs for all products; interpret and calculate any sales and product coordination fees.
Problem-solving skills to:: identify and resolve mistakes in calculations.
Planning and organising skills to:: prepare quotations in correct customer file sequence according to the earliest service dates for customers.
Technology skills to:: use features of electronic databases.

Unit content sourced from training.gov.au — © Commonwealth of Australia, licensed under CC BY 4.0. Auditori is not affiliated with the Department of Employment and Workplace Relations.

See what you get before you start

Real, unedited Auditori output (RIIHAN201E shown), branded for a sample RTO:

Questions about assessing SITTTVL005

What does an assessment tool for SITTTVL005 need to cover?

To satisfy the Principles of Assessment and Rules of Evidence, an assessment for SITTTVL005 needs to address all 64 unit components: 3 elements with 16 performance criteria, 10 performance evidence requirements, 31 knowledge evidence requirements, and the foundation skills. A coverage matrix mapping each question and task to these components is what an auditor looks for.

How does Auditori generate an assessment tool for SITTTVL005?

Auditori pulls the current release of SITTTVL005 from training.gov.au and generates a complete package: candidate assessment, assessor guide with model answers and observation criteria, and a coverage matrix mapping every component. A suitably qualified person then reviews and approves the draft in a built-in workflow — consistent with ASQA's guidance on AI use in VET — before export as branded PDF and editable Word.

Is the first assessment tool really free?

Yes. Every new account includes one free credit — enough to generate the complete assessment tool for SITTTVL005 — with no card and no subscription required. After that it's pay-as-you-go per unit.

Can I check my existing SITTTVL005 assessment instead of generating a new one?

Yes — upload your existing assessment or learner guide and Auditori maps it against every element, performance criterion, PE and KE of SITTTVL005, showing exactly what's covered and what's missing. Mapping costs a quarter of a credit.

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