Prepare quotations
Unit Assessment Guide Unit Assessment Guide Unit code SITTTSL006 Unit name Prepare quotations Unit purpose Preparing quotes requires the ability to source the required products and services, accurately calculate the costs of these and present the information to the customer in a document which clearly outlines the inclusions, exclusions and conditions of purchase relevant to the sale. Elements and performance criteria For further information about this unit go to: http://training.gov.au/Training/Details/SITTTSL006 Unit outcome This unit is not graded. Your result will be recorded as Achieved Competence (AC) or Not Competent (NC) Pre-requisite/ Co-requisite units Nil Assessment plan To demonstrate competence in this unit, you must successfully complete each of the following assessment events: Event 1 Portfolio Event 2 Short answer questions Assessment events Submission instructions Please see your facilitator in order to determine suitable dates to submit each assessment event for marking. Student is required to provide the following materials and equipment Your assessment events must be submitted online via the Studespace website as per the instructions on the course introduction page. · Additional resources Nil required · Facilitator support and supervision There is no facilitator supervision required for these assessment events. If you are unclear about any aspect of the assessment please contact your facilitator for guidance. Student collaboration Student collaboration is not permitted. Assessment attempts If you do not successfully complete an assessment event you may be given the opportunity to have a second attempt. This must be negotiated with your facilitator Assessment feedback, review or appeals Teachers will provide feedback within 10 business days after all assessment activities have been conducted. You may appeal an assessment decision within three weeks of receiving your results. To request a review of your results contact your teacher or head teacher. If they are unavailable, ask Student Administration to assist you. More information about assessment is available in “Every Student’s Guide to Assessment in TAFE NSW” online https://www.tafensw.edu.au/courses/assessment/assets/pdf/assessment_guide.pdf Plagiarism and referencing If students engage in cheating such as copying, colluding with another person, using unauthorised notes, or allowing another person to copy your work, students will be liable for disciplinary action as per Student Discipline Policy TAFE NSW. Whatever the form of assessment, it is essential that the work students are assessed on is their own. Assessment event 1: Portfolio Prepare five (5) quotations and one (1) amended quote for the Innovation & Tech Fest 20XX This assessment event requires you to submit a portfolio of evidence that demonstrates your ability to store quotation details for future reference and present quotations to clients. For this portfolio you will prepare five (5) quotations and one (1) amended quote for the Innovation and Tech Fest. For each quote your evidence must include: 1. Completed quotation template for each of the quotes 2. Completed event proposal for each quote The assessment for this event is based on the following scenario and answers must be submitted using the templates provided in the Appendices. Assessment Overview & Scenario: You work as the Events Coordinator for TravelEvents Connect and have been asked to calculate the following five (5) quotations for the upcoming Innovation & Tech Fest 20XX Conference at The Conference Centre, Sydney next year for your client. Quote 1: Prepare a quotation template & client proposal for the conference for your client Sydney Technology Experts Quote 2: Prepare a quotation template & client proposal for the keynote speaker booked for the event Quote 3:Provide a quotation template & client proposal for the exhibitors at the event Quote 4:Source and provide a quotation template & client proposal for the spouses attending the event Quote 5:Provide a quotation template & client proposal which covers the band requirements, as outlined (further below) Quote 6: Amend the band requirements quote, as outlined further below and complete a role-play. The following information will assist you: Details: Conference Name and overview Innovation & Tech Fest 20xx Innovation & Tech Fest is the biggest and fastest growing event in Australia where a vibrant community of people, thought-leaders and experts come together to share knowledge, experience and innovation, focussing on new and emerging technologies. Client Sydney Technology Experts Conference Dates Monday 19 November & Tuesday 20 November 20XX Conference Theme Strong use of technology, modern and vibrant. Number of delegates 200 pax Venue The Conference Centre, Sydney Venue set up Estate Function Room – theatre style set-up for 200 pax Stage and presenters table Registration tables in the foyer of Estate Function Room Green room for staff; band and guest speakers/presenters – for each day PLUS during the Gala Dinner (5pm to 10pm) York Function Room – lunch and dinner · Round tables of 10 for the lunch (200 pax) · Round tables of 10 for the dinner (300 pax) Banquet set up Dance floor and stage for the 6 piece band and guest speakers/presenters Run sheet Sunday 18 November 20xx Access for bump-in all day Monday 19 November 20xx 0800 - Registration (Coffee and tea served in foyer) 0830 - Door to the Estate Function Room open 0900 - Welcome address 0915 - Keynote speaker – Andrea Tissoni 1045 - Morning tea served in foyer 1100 - Guest presenters 1230 – Lunch served in the York Function Room 1330 - Guest presenters 1445 - Afternoon tea served in foyer 1500 - Guest presenters 1600 - Close Gala Dinner: 1700 – Room booked for 1 hour for bump-in 1800 - Pre dinner drinks in the York Function Room 1845 – Gala Dinner in the York Function Room 1930 – Guest speaker – Andrea Tissoni 2000 – Entertainment 6 piece band/dancing 2200 – Close Tuesday 20 November 20xx 8:30 - Door to the plenary open 9:00 – Guest presenters 10:45 - Morning tea served in foyer 11:00 - Guest presenters 12:30 – Lunch served in York Function Room 1:30 - Guest presenters 2:45 - Afternoon tea served in foyer 3:00 - Guest presenters 4:30 – Close Catering Monday 19 November 20xx · Coffee, tea on arrival (200 pax) · Morning tea (200 pax) · Lunch (round tables of 10) – Executive Working Lunch for (200 pax) · Afternoon tea (200 pax) · Gala Dinner (partners invited - 300 pax) – Asian Buffet followed by dessert selection. Gold Beverage Package (4 hours) included (300 pax). Tuesday 20 November 20xx · Morning tea (200 pax) · Lunch – Executive Working Lunch served (200 pax) · Afternoon tea (200 pax) Exhibition booths Ten (10) 3m x 3m exhibition booths Audio visual extras Lapel microphone for keynote speaker Spouse program Sydney Harbour cruise, Sydney Harbour Bridge Climb and Taronga Zoo entry tickets for the 100 spouses attending. Additional information Contact details: Client: Tegan Parker Sydney Technology Experts 555 Sydney Road, Balgowlah. 2093. Keynote speaker: Andrea Tissoni 77 Turbot Street, Brisbane. 4001 Exhibitors contact: C/- Frank Bowerman 67 Freedman Street, Five Dock. 2020. Spouse program contact: C/- Tegan Parker Sydney Technology Experts 555 Sydney Road, Balgowlah. 2093. Band contact: Lou Reedman 770 Mimosa Circuit Cabarita. 2137 Appendices to use for these tasks include: Appendix A:Quotation template Appendix B:Event Proposal template Appendix C:Sample of published rates for The Conference Centre, Sydney Appendix D:Sample of equipment hire rates from the AV Equipment Co All other requirements not included in these Appendices will need to be researched using appropriate information sources. Please include sources of information used. Task 1: Quotation for Conference Prepare a quotation for your client Sydney Technology Experts which includes the following, for the 200 delegates attending the conference and the 300 delegates attending the Gala Dinner: 1. Room hire (as outlined in the scenario) for: a. 2 day conference (per day) – Estate Function Room b. Lunch – Monday – York Function Room c. Gala Dinner – Monday – York Function Room d. Green room hire during Gala Dinner e. Lunch – Tuesday – York Function Room 2. Catering for conference (as outlined in scenario) 3. Catering for Gala Dinner (as outlined in scenario) Part A: Complete the quotation template (Appendix A) using the information provided and prices you research. Prices for the conference room, catering and equipment hire are listed in Appendix C and Appendix D; these rates will need to be marked up by 10% for your profit. Part B: Check all calculations, inclusions and exclusions against all individual product and service components to ensure accuracy and make adjustments if necessary and then complete the Event Proposal (Appendix B) to be presented to your client. Task 2: Quotation for Keynote speaker Prepare a quotation for the keynote speaker which includes the following: · Accommodation for 2 nights in a single superior room with breakfast. She would like a 4 star hotel in Darling Harbour. · Parking at the hotel for the 2 days/1 night · Equipment hire: Andrea (the keynote speaker) wants you to provide her with a quote for a her audio-visual requirements (outlined in the scenario) to use during the event. Part A: Complete the given quotation template (Appendix A) using the information provided in this assessment as well as prices you research on the internet. Prices for the equipment hire are listed in Appendix D; these rates will need to be marked up by 10% for your profit. Using the internet recommend a hotel in Darling Harbour (4 star with breakfast) and obtain a price for a single superior room. Once you have obtained the rates add a mark-up of $40 per room per night to the price for your profit margin. No mark-up is required for the cost of the parking. Part B: Check all calculations, inclusions and exclusions against all individual product and service components to ensure accuracy and make adjustments if necessary and then complete the given Client Proposal (Appendix B) to be presented to your client. Task 3: Quotation for Exhibitors Prepare a quotation for the exhibitors inclusive of the following: · Ten (10) Exhibition booths (3 metres x 3 metres) for two days including signage and lighting. · Parking at the conference venue – 2 days for 5 cars. · Catering for both days including morning tea, afternoon tea and lunch only for the 10 pax. They are not attending the Gala Dinner. Part A: Complete the given quotation template (Appendix A) using the information provided in this assessment as well as prices you research on the internet. Prices for the catering and parking are listed in Appendix C; these rates will need to be marked up by 10% for your profit. Prices for the Exhibition booths are listed in Appendix D and will need to be marked up by $30 per booth for your profit. Part B: Check all calculations, inclusions and exclusions against all individual product and service components to ensure accuracy and make adjustments if necessary and then complete the given Event Proposal (Appendix B) to be presented to your client. Task 4: Quotation for accompanying spouses Prepare a quotation for the 100 spouses attending with delegates with the following options: · Sydney Harbour cruise – short cruise (you need to research options on the internet and provide a recommendation) · Sydney Harbour Bridge Climb – lunchtime climb on the Monday