Assessor Resource

AHCARB612
Review and develop strategic tree policy

Assessment tool

Version 1.0
Issue Date: May 2024


This unit of competency describes the skills and knowledge required to develop and review tree policies for the strategic management of trees within an organisational and legal planning framework.

The unit applies to individuals with broad theoretical and technical knowledge for the strategic management of trees. They have a broad range of cognitive, technical and communication skills and demonstrate autonomy and judgement for a defined area of responsibility, undertaking complex work with broad parameters to provide specialist advice and functions.

No licensing, legislative or certification requirements are to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

An individual demonstrating competency must satisfy all of the elements and performance criteria in this unit.

There must be evidence that the individual has reviewed at least two strategic tree policies and has developed at least one strategic tree policy.

There must also be evidence that the individual has:

identified, consulted with and established stakeholder needs

researched historic and current tree policies

analysed statutory and policy context of tree policies

researched tree management activities

analysed current industry tree policy models

evaluated comparative tree methodologies and systems

researched current policy and strategic information for policy development

identified key management objectives and management metrics and established benchmarks

analysed existing policies, procedures and systems for compliance with policy planning requirements

evaluated stakeholder needs and analysed conflicts

determined tree management strategies

defined strategic organisational policy objectives

defined strategic objectives of the tree policy

developed and communicated change management strategies

made recommendations for policy options

determined legal parameters, statutes and local planning laws

determined impact of statutory documents on tree policy

sought legal advice on implications of tree policy

determined parameters of policy

determined and recorded soil characteristics relevant to policy

compiled a database of at least 20 tree species, detailing intensive tree profiles and attributes affected under the policy. The database must include:

preferred and desired species highly suitable for local use to be included under the policy

the location of species

taxonomic characteristics of each species

edaphic and environmental preferences and limitations of the trees selected

a mix of local, indigenous and exotic tree species must be included

determined extent and type of tree data to be included in policy documentation

set goals for tree diversity for the policy

developed tree policy to meet strategic objectives

developed and communicated procedures to implement policy

developed policy determinations for key elements of policy, which must include:

hazard identification and mitigation

significant trees

tree selection and tree replacement strategies

street tree planting

tree removal

tree inspections and assessments

tree pruning operations, including power line clearance

habitat protection

infrastructure protection

pest and disease control

developed draft of strategic tree policy

promoted tree policy and expected outcomes to key stakeholders

sought feedback from stakeholders

reviewed and amended policy

developed tree policy documentation

developed compliance programs in policy documentation

implemented strategies for continuous improvement.

An individual must be able to demonstrate the knowledge required to perform the tasks outlined in the elements and performance criteria of this unit. This includes knowledge of:

organisational tree policies their use and structure, including:

value and purpose of reviewing historic and current tree policies

models for the design of tree policies

influences of current and historic tree management activities

setting management objectives for trees, including:

management metrics

developing and working with industry benchmarks

setting strategic objectives for trees for organisations and policies

key stakeholders and their influences on tree policies, including:

identifying key stakeholders and their needs

assessing and evaluating stakeholder input and values

analysing and developing tree management strategies

tree policies and the legal framework, including:

legal parameters

impact of statutes on trees and policy development

local planning laws and their impact on tree policy development

compliance with policy planning requirements

legal implications of policies

seeking legal advice

policy design and styles

local environment and tree selection for policy development, including:

edaphic and environmental preferences and limitations

rainfall infiltration and runoff

local and introduced tree species and their performance for inclusion in tree policies

regional implication of tree selection

taxonomic characteristics

database development for tree species, including:

programs used for database design

structure and use of databases

data input of tree inventory and tree profiles

key elements for policy determination, including:

hazard identification and mitigation

the significance of trees from an environmental, cultural or historic perspective

tree selection and use in the landscape

tree replacement strategy

street tree planting and effect on the urban landscape

tree removal and tree protection issues

tree inspections and assessments

tree pruning operations, infrastructure protection and power line clearance

environmental considerations and habitat protection

pest and diseases and their control

communications strategies for seeking and providing feedback on draft policies

developing, documenting and reviewing draft policies, including:

compiling and organising policy materials into a structure policy design

role and design of compliance programs

the continuous improvement process in policy development

record keeping, reporting and policy development.

Assessment of the skills in this unit of competency must take place under the following conditions:

physical conditions:

access to an organisation requiring strategic tree policy development, or environment that accurately represents workplace conditions

resources, equipment and materials:

computer with word processing, statistical and database software

specifications:

procedures and processes used for the design of strategic tree policies

two strategic tree policies stipulated in the performance evidence

relationships:

organisation.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards. In particular, assessors must have:

arboriculture vocational competencies at least to the level being assessed

current arboriculture industry skills directly relevant to the unit of competency being assessed.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

An individual demonstrating competency must satisfy all of the elements and performance criteria in this unit.

There must be evidence that the individual has reviewed at least two strategic tree policies and has developed at least one strategic tree policy.

There must also be evidence that the individual has:

identified, consulted with and established stakeholder needs

researched historic and current tree policies

analysed statutory and policy context of tree policies

researched tree management activities

analysed current industry tree policy models

evaluated comparative tree methodologies and systems

researched current policy and strategic information for policy development

identified key management objectives and management metrics and established benchmarks

analysed existing policies, procedures and systems for compliance with policy planning requirements

evaluated stakeholder needs and analysed conflicts

determined tree management strategies

defined strategic organisational policy objectives

defined strategic objectives of the tree policy

developed and communicated change management strategies

made recommendations for policy options

determined legal parameters, statutes and local planning laws

determined impact of statutory documents on tree policy

sought legal advice on implications of tree policy

determined parameters of policy

determined and recorded soil characteristics relevant to policy

compiled a database of at least 20 tree species, detailing intensive tree profiles and attributes affected under the policy. The database must include:

preferred and desired species highly suitable for local use to be included under the policy

the location of species

taxonomic characteristics of each species

edaphic and environmental preferences and limitations of the trees selected

a mix of local, indigenous and exotic tree species must be included

determined extent and type of tree data to be included in policy documentation

set goals for tree diversity for the policy

developed tree policy to meet strategic objectives

developed and communicated procedures to implement policy

developed policy determinations for key elements of policy, which must include:

hazard identification and mitigation

significant trees

tree selection and tree replacement strategies

street tree planting

tree removal

tree inspections and assessments

tree pruning operations, including power line clearance

habitat protection

infrastructure protection

pest and disease control

developed draft of strategic tree policy

promoted tree policy and expected outcomes to key stakeholders

sought feedback from stakeholders

reviewed and amended policy

developed tree policy documentation

developed compliance programs in policy documentation

implemented strategies for continuous improvement.

An individual must be able to demonstrate the knowledge required to perform the tasks outlined in the elements and performance criteria of this unit. This includes knowledge of:

organisational tree policies their use and structure, including:

value and purpose of reviewing historic and current tree policies

models for the design of tree policies

influences of current and historic tree management activities

setting management objectives for trees, including:

management metrics

developing and working with industry benchmarks

setting strategic objectives for trees for organisations and policies

key stakeholders and their influences on tree policies, including:

identifying key stakeholders and their needs

assessing and evaluating stakeholder input and values

analysing and developing tree management strategies

tree policies and the legal framework, including:

legal parameters

impact of statutes on trees and policy development

local planning laws and their impact on tree policy development

compliance with policy planning requirements

legal implications of policies

seeking legal advice

policy design and styles

local environment and tree selection for policy development, including:

edaphic and environmental preferences and limitations

rainfall infiltration and runoff

local and introduced tree species and their performance for inclusion in tree policies

regional implication of tree selection

taxonomic characteristics

database development for tree species, including:

programs used for database design

structure and use of databases

data input of tree inventory and tree profiles

key elements for policy determination, including:

hazard identification and mitigation

the significance of trees from an environmental, cultural or historic perspective

tree selection and use in the landscape

tree replacement strategy

street tree planting and effect on the urban landscape

tree removal and tree protection issues

tree inspections and assessments

tree pruning operations, infrastructure protection and power line clearance

environmental considerations and habitat protection

pest and diseases and their control

communications strategies for seeking and providing feedback on draft policies

developing, documenting and reviewing draft policies, including:

compiling and organising policy materials into a structure policy design

role and design of compliance programs

the continuous improvement process in policy development

record keeping, reporting and policy development.

Assessment of the skills in this unit of competency must take place under the following conditions:

physical conditions:

access to an organisation requiring strategic tree policy development, or environment that accurately represents workplace conditions

resources, equipment and materials:

computer with word processing, statistical and database software

specifications:

procedures and processes used for the design of strategic tree policies

two strategic tree policies stipulated in the performance evidence

relationships:

organisation.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards. In particular, assessors must have:

arboriculture vocational competencies at least to the level being assessed

current arboriculture industry skills directly relevant to the unit of competency being assessed.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Identify key management objectives and metrics, and establish benchmarks 
Analyse existing policies, procedures and systems for compliance with policy planning requirements 
Evaluate conflicting needs amongst stakeholders 
Determine tree management strategies 
Define strategic tree policy objectives of the organisation 
Define organisational tree policy reflecting strategic objectives 
Develop and communicate change management strategies 
Make recommendations for policy options 
Determine legal parameters, statutes and local planning laws affecting tree policy 
Determine need for tree policy in compliance with statutory documents 
Seek advice on legal implications of policy from legal representative 
Determine parameters of tree policy 
Determine and record localised soil characteristics relevant to tree species and policy 
Compile database of local and indigenous tree species 
Compile database of introduced tree species suitable for inclusion in policy 
Create list of preferred and desired species 
Determine extent and type of tree data for inclusion in policy documentation 
Set diversity goals of trees for policy 
Develop tree policy to meet strategic objectives 
Develop and communicate procedures to implement policy 
Develop draft of strategic tree policy 
Promote tree policy and expected outcomes to key stakeholders 
Seek feedback from stakeholders 
Review and amend policy 
Develop tree policy documentation 
Develop compliance programs in policy documentation 
Implement strategies for continuous improvement 
Publish final tree policy documentation 
Use policy to guide development of operational tree management plans 
Investigate and document implementation outcomes of policy 
Provide feedback to key personnel and stakeholders 
Monitor records for remedial action to improve performance 
Modify policy and procedures according to feedback and performance outcomes 

Forms

Assessment Cover Sheet

AHCARB612 - Review and develop strategic tree policy
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Assessment Record Sheet

AHCARB612 - Review and develop strategic tree policy

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Assessment task 1: [title] Result: Competent Not yet competent

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