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. 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 2^ndcosting sheet including the new car hire.

 

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

 

10. 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. 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. 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 11^th.

 

7. Create a 2^ndcosting 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. 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. Roberts calls 3 days later and has received your quote. He would like an alternative quote with different shore excursions/activities.

 

7. Create a 2^ndcosting sheet including the activities.

 

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

 

9. 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. 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 2^ndcosting sheet including the new tour.

 

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

 

10. 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. 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 2^ndcosting 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%
4. 1st Costing Sheet Gross Commission Net Yield Booking conditions
5. 1st 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
5. 1st 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
4. 1st 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
5. 1st 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
4. 1st 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