Assessment Tasks and Instructions

Student Name
Student Number
Course and Code
Unit(s) of Competency and Code(s) SITTTSL006 Prepare quotations
Stream/Cluster
Trainer/Assessor

Assessment for this Unit of Competency/Cluster Details

Assessment 1 Short Answer Questions
Assessment 2 Portfolio
Assessment 3
Assessment conducted in this instance: Assessment 1 ☐ 2 ☒ 3 ☐

Reasonable Adjustment
1. Has reasonable adjustment been applied to this assessment?

No ☐ No further information required

Yes ☐ Complete 2.
2. Provide details for the requirements and provisions for adjustment of assessment:

Student to complete
☐ My assessor has discussed the adjustments with me
☐ I agree to the adjustments applied to this assessment
Signature Date

2nd Assessor to complete

☐ I agree the adjustments applied to this assessment are reasonable
Name
 Signature Date
Assessment Guidelines

What will be assessed

The purpose of this assessment is to assess your ability to complete tasks outlined in elements and
performance criteria of this unit in the context of the job role, and:

● prepare a quotation covering at least three different tourism, travel, hospitality or event product and
service components from the list in the knowledge evidence for at least five different customers with
different product and service requirements

● integrate knowledge of commissions and mark-ups and fees into each of the above quotations

● complete activities within commercial time constraints and deadlines determined by the customer and the
organisation.
Place/Location where assessment will be conducted
SSH to complete

Resource Requirements
Computer with word processing software

Instructions for assessment including WHS requirements

For this assessment, you are required to research and prepare quotations for the five customers described
below. Use the attached templates in order to complete the costing sheet and quotation.

You are required to address all aspects of each of the five case studies to achieve competence. Your trainer will
provide you with instructions for time frames and dates to complete this project.

Once completed, carefully read the responses you have provided and check for completeness. Your trainer will
provide you with feedback and the result you have achieved.

Statement of Authenticity
☐ I acknowledge that I understand the requirements to complete the assessment tasks
The assessment process including the provisions for re-submitting and academic appeals were explained to
☐
me and I understand these processes
☐ I understand the consequences of plagiarism and confirm that this is my own work and I have
 acknowledged or referenced all sources of information I have used for the purpose of this assessment
Student Signature: Date: / /201

This assessment: First Attempt ☐ 2nd Attempt ☐ Extension ☐ – Date: / /

RESULT OF ASSESSMENT Satisfactory ☐ Not Yet Satisfactory ☐

Feedback to Student:

Assessor(s) Signature(s): Date: / /

Student Signature Date: / /

Assessment 2

You work as a Junior Consultant at Total Travel. Below are five customer enquiries which you must address. For
each customer, you will be responsible for calculating the costs and providing a quotation. Instructions for each
customer are provided following their details.

Customer 1
Mr. Peter Connors calls requesting the following written quote, departing 6 months from today:

Customer contact details:

Peter and Prudence Connors (40 and 39 years of age)

3 Crompton Place
Currumbin QLD 4223
Home Phone: 07 55556789
Business Phone: 02 66568901 (Mr. Peter Connors 9am-5pm only)
Mobile: 0408 9789900 (Prudence Connors)

Mrs. Madison Connors (76 years of age)

14 Preston Boulevard
Palm Beach Qld 4221
Phone: 07 55349003

Flights: 2 Tickets BNE – SYD flying Qantas on the 15th for Mr.
Peter Connors and his wife Prudence. The Connor’s
would prefer the first available flight departure.

3 Tickets SYD – BNE flying Qantas on 28th for Peter,

Prudence and Mrs. Madison Connors, Peter’s 76 year
old mother. They are seeking the cheapest available
airfare and a flight around lunchtime.
Coach: 1 coach ticket from Coolangatta to Sydney for Mrs.
Madison Connors departing on the 18th.
Hotel: Triple Share at a 3-4 star hotel in the central city area
of Sydney.
From the 15th to the 28th
Car Hire: Four Door Small Auto Sedan
Pick up Sydney airport 15th
Drop off Sydney Airport 28th
Travel Insurance: All three passengers (show your calculations)
Activities: Sydney Harbour Lunch Cruise – 20th
One-day coach trip to the Blue Mountains – 22nd
Tickets to a musical show or play – Mid way through
stay
Please quote for all three travellers
Instructions

1. Research the holiday for the customers. The choice of car hire company, accommodation, insurance and tour
operators are totally up to you, but you must supply documents to verify your costs. You must book all the
components (except insurance) with a tour wholesaler such as New South Wales Holidays.

2. Airline tickets are to be booked with Qantas. You will need to check flight details online and print out
documents to verify your costs.

3. You are receiving 10% commission from all suppliers except Qantas (5%) and insurance (40%). Commission is
deducted from the gross amount provided by suppliers.

4. Create a costing sheet for your quotation including gross, commission and net costs. Include your percentage
yield and booking terms and conditions.

5. Prepare a detailed quotation for your customer on company letterhead including terms and conditions and
limitations.

6. Do a final check of your quotation, checking each product calculation against your internet brochures and
printouts. Provide a total of all your internet printouts and ensure these equal your quotation total.

7. Mr. Connors calls 3 days later and has received your quote. He would like an alternative quote on a large size
automatic vehicle.

8. Create a 2nd costing sheet including the new car hire.

9. Create a secondary quote with the new car hire including terms and conditions and limitations.

10. Mr. Connors calls again and advises he thinks he may be able to find a cheaper price for the hotel online. You
will need to try and negotiate and source the best rate for this hotel. Source two other tour wholesalers that
sell the hotel and compare rates. Include the two hotel cost printouts in your assessment.

11. Mr. Connors also requests more information on the hotel you have chosen. Send a letter to Mr. Connors
explaining why you chose that hotel, outlining the features and benefits.

12. Complete a bibliography listing all your sources.

13. Attach copies of all your internet print outs and brochures to support your quotation.
Customer 2
Ms. Sarah Jones calls requesting the following written quote, departing 9 months from today. She is organising a
business trip for herself and 4 colleagues to Hong Kong:

Customer contact details:

Sarah Jones
123 Smith St
Sydney NSW 2000
Business Phone: 02 9123 1234
Mobile: 0401 231 123

Flights: 5 Tickets SYD – HKG flying direct on the 10th in Business

Class

5 Tickets HKG – SYD flying direct on the 17th in Business

Class
Hotel: Five rooms in a hotel in central Hong Kong with
business conference facilities available from 10th to 17th
Airport Transfers: Vehicle large enough for five passengers plus luggage
or two vehicles
Transfer on the 10th from the airport to the hotel
Transfer on the 17th from the hotel to the airport
Travel Insurance: All five passengers (show your calculations)
Conference Room: Hiring conference room at the hotel from the 12th to
15th
Important note for billing The final quote needs to provide the itemised prices
for each billed item in US dollars in brackets as the trip
expenses need to be approved via Ms Jones’ HQ in San
Francisco.

Instructions
1. Research the trip for the group. The choice of airport transfer company, accommodation, insurance and
flights are totally up to you, but you must supply documents to verify your costs.

2. You are receiving 10% commission from all suppliers. Commission is deducted from the gross amount
provided by suppliers.

3. Create a costing sheet for your quotation including gross, commission and net costs. Include your percentage
yield and booking terms and conditions.

4. Prepare a detailed quotation for your customer on company letterhead including terms and conditions and
limitations.
5. Do a final check of your quotation, checking each product calculation against your internet brochures and
printouts. Provide a total of all your internet printouts and ensure these equal your quotation total.

6. Ms. Sarah Jones comes into the agency two days later and has received your quote. She would like an
alternative quote for flights if they are to leave Sydney on the 11th.

7. Create a 2nd costing sheet including the new flights and subsequent accommodation costs.

8. Create a secondary quote with the new flights and accommodation including terms and conditions and
limitations and prices for each item also in US dollars in brackets behind the AUD costs.

9. Ms. Sarah Jones also requests more information on the conference facilities available at the hotel you have
chosen. Send a letter to Ms. Sarah Jones explaining why you chose that hotel with its conference facilities,
outlining the features and benefits (include references to meeting and event equipment available).

10. Complete a bibliography listing all your sources.

11. Attach copies of all your internet print outs and brochures to support your quotation.
Customer 3
Mr. Craig Roberts calls to book a cruise leaving from Cairns for him and his wife Lucy. He would like it to be
between 7 and 12 days in length and visit an island destination in 6 months time.

Customer contact details:

Craig and Amy Roberts (25 and 24 years of age)

5 Paradise Place
Cairns QLD 4870
Home Phone: 07 55551234
Mobile: 0412 555 555 (Craig Roberts)

Cruise: Budget room for two people

7 to 12 days in length
Departing from Cairns
Travel Insurance: Both passengers (show your calculations)
Shore excursions/activities: At least 2 shore excursions/activities, preferably water
activities
Please quote for both travellers
WiFi Cost of internet access on the cruise ship for Amy to be
able to check her work emails daily
Please quote for one traveller

Instructions
1. Research the holiday for the customers. The choice of cruise, insurance and shore excursions/activities are
totally up to you, but you must supply documents to verify your costs.

2. You are receiving 15% commission from all suppliers. Commission is deducted from the gross amount
provided by suppliers.

3. Create a costing sheet for your quotation including gross, commission and net costs. Include your percentage
yield and booking terms and conditions.

4. Prepare a detailed quotation for your customer on company letterhead including terms and conditions and
limitations.

5. Do a final check of your quotation, checking each product calculation against your internet brochures and
printouts. Provide a total of all your internet printouts and ensure these equal your quotation total.

6. Mr. Roberts calls 3 days later and has received your quote. He would like an alternative quote with different
shore excursions/activities.

7. Create a 2nd costing sheet including the activities.

8. Create a secondary quote with the new activities including terms and conditions and limitations.
9. Mr. Roberts also requests more information on the cruise you have chosen. Send an email to Mr. Roberts
explaining why you chose that cruise, outlining the features and benefits.

10. Complete a bibliography listing all your sources.

11. Attach copies of all your internet print outs and brochures to support your quotation.
Customer 4
Ms. Jemima Richardson calls requesting the following written quote for a solo trip to Europe, departing 6 months
from today. She wants to be away for about a month, and book flights and a tour for the majority of her trip.
However she does not want to book any accommodation as she plans to stay in hostels for the rest of the time
and is unsure of her plans:

Customer contact details:

Jemima Richardson
567 Smith St
Sydney NSW 2000
Mobile: 0402 222 227

Flights: 1 Ticket SYD – LCY leaving on the 15th

1 Ticket LCY – SYD return on the 13th of the following

month

Both tickets to be with the cheapest airline available

Tour: Budget tour travelling to at least three countries in
Europe, leaving from London after the 17th
Travel Insurance: For Ms. Jemima Richardson
Entertainment: West End theatre show tickets for the night of the 17th

Instructions
1. Research the holiday for the customer. The choice of flights, insurance, theatre show and tour operators are
totally up to you, but you must supply documents to verify your costs.

2. Airline tickets are to be booked with the cheapest available airline. You will need to check flight details online
and print out documents to verify your costs.

3. You are receiving 10% commission from all suppliers. Commission is deducted from the gross amount
provided by suppliers.

4. Create a costing sheet for your quotation including gross, commission and net costs. Include your percentage
yield and booking terms and conditions.

5. Prepare a detailed quotation for your customer on company letterhead including terms and conditions and
limitations.

6. Do a final check of your quotation, checking each product calculation against your internet brochures and
printouts. Provide a total of all your internet printouts and ensure these equal your quotation total.

7. Ms. Richardson emails you 3 days later and has received your quote. She would like an alternative quote on
with a different tour run by an alternative company.
8. Create a 2nd costing sheet including the new tour.

9. Create a secondary quote with the new tour including terms and conditions and limitations.

10. Ms. Richardson requests more information on the new tour you have chosen. Send an email to Ms.
Richardson explaining why you chose that tour, outlining the features and benefits in comparison to the
previous choice.

11. Complete a bibliography listing all your sources.

12. Attach copies of all your internet print outs and brochures to support your quotation.
Customer 5
Mr. Sam Thompson calls to request a quote for his honeymoon to Hamilton Island departing 6 months from
today:

Customer contact details:

Sam and Tara Thompson

2 Palm Rd
Avalon NSW 2107
Home Phone: 02 9999 1234
Mobile: 0498 765 432

Flights: 2 Tickets SYD – HTI on the 12th for the Thompsons.

They would prefer to depart in the morning.

2 Tickets HTI – SYD on the 20th for the Thompsons.

They would prefer to depart at lunch time if possible.
Resort: Luxury resort with spa services and king size bed
Limousine Transfer: A limousine transfer from the airport to their resort
upon arrival in Hamilton Island. Sam requests that he
does not require a transfer back to the airport on their
return home.
Buggy Hire: Buggy hire for the 13th to the 19th
Travel Insurance: Both passengers
Activities: Day snorkeling trip to the Great Barrier Reef on the 17th
Kayak tour on the 15th
Please quote for both travellers

Instructions
1. Research the holiday for the customers. The choice of accommodation, insurance, airline and tour operators
are totally up to you, but you must supply documents to verify your costs.

2. You are receiving 10% commission from all suppliers except insurance (40%). Commission is deducted from
the gross amount provided by suppliers.

3. Create a costing sheet for your quotation including gross, commission and net costs. Include your percentage
yield and booking terms and conditions.

4. Prepare a detailed quotation for your customer on company letterhead including terms and conditions and
limitations.

5. Do a final check of your quotation, checking each product calculation against your internet brochures and
printouts. Provide a total of all your internet printouts and ensure these equal your quotation total.
6. Mr. Thompsons calls 3 days later and has received your quote. He would like to add a day fishing tour for the
both of them.

7. Create a 2nd costing sheet including the new tour.

8. Create a secondary quote with the new tour including terms and conditions and limitations.

9. Complete a bibliography listing all your sources.

10. Attach copies of all your internet print outs and brochures to support your quotation.
Assessment 2 – Portfolio

Marking Checklists

Customer 1

Report Inclusions Comments Result

Instance 1 Instance 2
S NYS S NYS
1. Research quote
Tour Wholesaler Used

2. Flight ticket Qantas

BNE/SYD 15TH X 2 TICKET
SYD/BNE 30TH X 3 TICKETS

3. Commission levels
Land content 10%
Flights 5%
Insurance 40%
st
4. 1 Costing Sheet
Gross
Commission
Net
Yield
Booking conditions
st
5. 1 quotation
Customer name and details
Letterhead
Flights
Car
Bus
Hotel
Blue Mountains Tour
Harbour Cruise
Theatre Tickets
Travel Insurance
Booking Conditions
Quote limitations
6. Final check
Total of printouts
Total of Quote
Amount matches
7. Larger car hire
Printout of costs
8. 2nd Costing Sheet
Gross
Commission
Net
Yield
Booking conditions
9. 2nd quotation
Customer name and details
Letterhead
Flights
Car - larger
Bus
Hotel
Blue Mountains Tour
Harbour Cruise
Theatre Tickets
Travel Insurance
Booking Conditions
Quote limitations
10. Hotel comparison
Two Wholesaler printouts
11. Business letter to Mr Connors
Features of hotel
Benefits of hotel
Business letter format
12. Bibliography
13. Internet/brochure printouts
Customer 2

Report Inclusions Comments Result

Instance 1 Instance 2
S NYS S NYS
1. Research quote
Documents included to verify costs
2. Flight tickets
SYD/HKG 10TH X 5 TICKET
HKG/SYD 17TH X 5 TICKETS

3. Commission levels
All 10%
4. 1st Costing Sheet
Gross
Commission
Net
Yield
Booking conditions
st
5. 1 quotation
Customer name and details
Letterhead
Flights
Hotel
Airport Transfers
Conference Room
Travel Insurance
Booking Conditions
Quote limitations
6. Final check
Total of printouts
Total of quote
Amount matches
7. Flights departing on the 11th
Printout of costs (including hotel)
8. 2nd Costing Sheet
Gross
Commission
Net
Yield
Booking conditions
USD prices provided
9. 2nd quotation
Customer name and details
Letterhead
 Flights
Hotel
Airport Transfers
Conference Room
Travel Insurance
Booking Conditions
Quote limitations
10. Business letter to Ms. Jones
Features of conference room
Benefits of conference room
Business letter format
11. Bibliography
12. Internet/brochure printouts
Customer 3

Report Inclusions Comments Result

Instance 1 Instance 2
S NYS S NYS
1. Research quote
Documents included to verify costs
2. Commission levels
All 15%
3. 1st Costing Sheet
Gross
Commission
Net
Yield
Booking conditions
st
4. 1 quotation
Customer name and details
Letterhead
Cruise
Travel Insurance
Shore excursions/activities
WiFi
Booking Conditions
Quote limitations
5. Final check
Total of printouts
Total of quote
Amount matches
6. Different shore excursions/activities
Printout of costs
7. 2nd Costing Sheet
Gross
Commission
Net
Yield
Booking conditions
8. 2nd quotation
Customer name and details
Letterhead
Cruise
Travel Insurance
Shore excursions/activities
WiFi
Booking Conditions
Quote limitations
9. Business email to Mr. Roberts
Features of cruise
Benefits of cruise
Business letter format
10. Bibliography
11. Internet/brochure printouts
Customer 4

Report Inclusions Comments Result

Instance 1 Instance 2
S NYS S NYS
1. Research quote
Documents included to verify costs
2. Air tickets
Documents showing price
comparisons
3. Commission levels
All 10%
4. 1st Costing Sheet
Gross
Commission
Net
Yield
Booking conditions
st
5. 1 quotation
Customer name and details
Letterhead
Flights
Tour
Travel Insurance
Theatre Show Tickets
Booking Conditions
Quote limitations
6. Final check
Total of printouts
Total of quote
Amount matches
7. Different tour
Printout of costs
8. 2nd Costing Sheet
Gross
Commission
Net
Yield
Booking conditions
9. 2nd quotation
Customer name and details
Letterhead
Tour
Travel Insurance
Entertainment
 Booking Conditions
Quote limitations
10. Business email to Ms. Richardson
Features of tour
Benefits of tour
Business email format
11. Bibliography
12. Internet/brochure printouts
Customer 5

Report Inclusions Comments Result

Instance 1 Instance 2
S NYS S NYS
1. Research quote
Documents included to verify costs
2. Commission levels
All 10% except insurance (40%)
3. 1st Costing Sheet
Gross
Commission
Net
Yield
Booking conditions
st
4. 1 quotation
Customer name and details
Letterhead
Flights
Resort
Limousine Transfer
Buggy Hire
Travel Insurance
Day Snorkelling Trip
Kayak Tour
Booking Conditions
Quote limitations
5. Final check
Total of printouts
Total of quote
Amount matches
6. Different tour
Printout of costs
7. 2nd Costing Sheet
Gross
Commission
Net
Yield
Booking conditions
8. 2nd quotation
Customer name and details
Letterhead
Flights
Resort
Limousine Transfer
 Buggy Hire
Travel Insurance
Day Snorkelling Trip
Kayak Tour
Fishing Tour
Booking Conditions
Quote limitations
9. Bibliography
10. Internet/brochure printouts