- CPPDSM5026A - Manage a consultant property project team
Assessor Resource
CPPDSM5026A
Manage a consultant property project team
Assessment tool
Version 1.0
Issue Date: May 2024
This unit of competency supports the work of those involved in selecting and coordinating a consultancy team to complete property projects.
This unit of competency specifies the outcomes required to select and coordinate a consultancy team to complete property projects. It requires the ability to administer project contracts; select, appoint and monitor contractors; and facilitate project processes.
The unit may form part of the licensing requirements for persons working in the property industry, including in the real estate, business broking, stock and station agency and property operations and development sectors, in those States and Territories where these are regulated activities.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)
Prerequisites
Nil
Employability Skills
The required outcomes described in this unit of competency contain applicable facets of employability skills. The Employability Skills Summary of the qualification in which this unit of competency is packaged, will assist in identifying employability skills requirements.
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.
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, the range statement and the Assessment Guidelines for this Training Package.
Overview of assessment | This unit of competency could be assessed through practical demonstration of selecting and coordinating a consultancy team to complete property projects. Targeted written (including alternative formats where necessary) or verbal questioning to assess the candidate's underpinning knowledge would provide additional supporting evidence of competence. The demonstration and questioning would include collecting evidence of the candidate's knowledge and application of ethical standards and relevant federal, and state or territory legislation and regulations. This assessment may be carried out in a simulated or workplace environment. |
Critical aspects for assessment and evidence required to demonstrate competency in this unit | A person who demonstrates competency in this unit must be able to provide evidence of: establishing contractor requirements through research of project specifications and consultation inspecting a completed project to confirm it meets project plan requirements knowledge of organisation's practices, ethical standards and legislative requirements associated with selecting and coordinating a consultancy team to complete property projects |
monitoring a project against the project plan and using established communication channels preparing selection criteria and conducting a contractor selection process. | |
Context of and specific resources for assessment | Resource implications for assessment include: a registered provider of assessment services assessment materials and tools candidate special requirements competency standards cost and time considerations suitable assessment venue and equipment workplace documentation. Where applicable, physical resources should include equipment modified for people with disabilities. Access must be provided to appropriate learning and/or assessment support when required. Assessment processes and techniques must be culturally appropriate, and appropriate to the language and literacy capacity of the candidate and the work being performed. Validity and sufficiency of evidence require that: competency will need to be demonstrated over a period of time reflecting the scope of the role and the practical requirements of the workplace where the assessment is part of a structured learning experience the evidence collected must relate to a number of performances assessed at different points in time and separated by further learning and practice with a decision of competence only taken at the point when the assessor has complete confidence in the person's competence all assessment that is part of a structured learning experience must include a combination of direct, indirect and supplementary evidence |
where assessment is for the purpose of recognition (RCC/RPL), the evidence provided will need to be current and show that it represents competency demonstrated over a period of time assessment can be through simulated project-based activity and must include evidence relating to each of the elements in this unit. In all cases activity and must include evidence relating to each of the where practical assessment is used it will be combined with targeted questioning to assess the underpinning knowledge. Questioning will be undertaken in such a manner as is appropriate to the language and literacy levels of the candidate and any cultural issues that may affect responses to the questions, and will reflect the requirements of the competency and the work being performed. | |
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.
This section describes the essential skills and knowledge and their level, required for this unit. | |
Required skills: communication skills to negotiate and monitor project processes, negotiate contractor requirements, and conduct assessment and selection process computing skills to access the internet and web pages, prepare and complete online forms, lodge electronic documents and search online databases evaluation skills to select contractors interpersonal skills to resolve conflict and relate to people from a range of social, cultural and ethnic backgrounds and varying physical and mental abilities literacy skills to interpret written and oral information organisational skills to coordinate selection process and plan and monitor project processes research skills to source project information and resource requirements. | |
Required knowledge and understanding: building codes and relevant Australian standards building control legislation consultant roles and capabilities contract law applied to property and project contracts limitations of work role, responsibility and professional abilities OHS issues and requirements project planning and scheduling relevant federal and state or territory legislation and local government regulations related to: anti-discrimination consumer protection environmental issues equal employment opportunity (EEO) financial probity franchise and business structures industrial relations OHS privacy property sales, leasing and management selection methods and processes. | |
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording in the performance criteria is detailed below. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.
Project may include activities which: | give rise to creation of an asset involve fitting out new structures involve modifying existing structures. |
Relevant documentation may include: | certification, including inspection certificates handover documentation operational checks and maintenance conducted planning permits project contracts property drawings and plans property leases and contracts selection criteria tenders. |
Consultative processes may include: | face-to-face meetings telephone, facsimile and written communication. |
Relevant people may include: | clients consultants contractors legal representatives management and colleagues members of industry associations technical experts. |
Organisational requirements may be outlined and reflected in: | access and equity principles and practice guidelines business and performance plans complaint and dispute resolution procedures goals, objectives, plans, systems and processes legal and ethical requirements and codes of practice mission statements and strategic plans OHS policies, procedures and programs policies and procedures in relation to client service quality and continuous improvement processes and standards quality assurance and procedure manuals. |
Contingencies may include: | budget constraints building delays competing work demands of contractors and consultants environmental factors, such as time and weather industrial disputes non-availability of resources and materials public holidays and shut-down periods equipment and technology breakdown unforeseen incidents workplace hazards, risks and controls. |
Clients may include: | agents building supervisors company management fund managers fund providers government and legal instruments or agencies institutions insurers internal and external property groups owner-occupiers private investors project managers property agents property owners. |
Feedback may be sought from: | clients and their legal representatives industry specialists management and colleagues workplace assessment. |
Information may include: | budget documentation project plan property documentation selection criteria tender documents. |
Selection process may include: | advertisement compulsory competitive tender direct appointment interview public tender register of consultants selective tender. |
Selection criteria may include: | contractor philosophy current workload demonstrated capacity to perform financial security performance record quality of subcontractors technical capability. |
Principles of value management may include: | adherence to costing constraints attention to detail coordination of services effective selection of contractor and ancillary workforce minimisation of variations. |
Legislative requirements may be outlined and reflected in: | Australian standards general duty of care to clients home building requirements privacy requirements relevant federal, and state or territory legislation that affects organisational operation, including: anti-discrimination and diversity environmental issues EEO industrial relations OHS relevant industry codes of practice covering the market sector and industry, financial transactions, taxation, environment, construction, land use, native title, zoning, utilities use (water, gas and electricity), and contract or common law strata, community and company titles tenancy agreements trade practices laws and guidelines. |
Communication channels may include: | direct line supervision paths lateral supervision paths organisational communication protocols and procedures organisational networks. |
Variations may relate to: | changes to work schedules work outside or producing results outside the terms and conditions of contract. |
Business equipment and technology may include: | computers data storage devices facsimile machines internet, extranet and intranet photocopiers printers scanners software applications, such as databases and word applications. |
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 |
|---|---|---|---|
| Project specifications and other relevant documentation are obtained and analysed to establish project requirements. | |||
| Consultative processes are used to negotiate and confirm contract requirements with relevant people according to organisational requirements. | |||
| Project plan is developed and contingencies are planned to ensure contract, client and organisational requirements are met. | |||
| Financial, physical and human resource requirements are identified and organised according to project plan and organisational requirements. | |||
| Draft documentation is reviewed to ensure accuracy and relevance of information and disseminated to relevant people for feedback. | |||
| Project information is reviewed and assessed to determine selection process and types of contractors required. | |||
| Selection criteria are developed according to project requirements, ensuring adherence to principles of value management. | |||
| Selection processes are implemented in line with agreed timeframes and organisational policies and procedures. | |||
| Contractor assessment, selection and appointment processes are conducted according to organisational and legislative requirements. | |||
| Selection decision is based on evaluation of sufficient evidence against specified selection criteria to enable a judgement to be made on the best candidate. | |||
| Project plan is monitored against contracts and work schedules to ensure completion occurs within designated timeframes. | |||
| Effective communication channels are used that facilitate regular and accurate communication flow and feedback. | |||
| Expenditure and resource usage are monitored to ensure objectives are achieved within project budgetary parameters. | |||
| Factors affecting achievement of scheduled work are identified and variations to schedules are negotiated as required. | |||
| Notification of completed project is received and checked against contract and work schedules according to organisational and legislative requirements. | |||
| Inspection is arranged according to organisational requirements to confirm project meets industry standards and contract and client requirements. | |||
| Faults, errors or omissions are identified and prompt remedial action is arranged according to organisational requirements. | |||
| Business equipment and technology are used to maintain relevant documentation securely and according to legislative and organisational requirements. |
Forms
Assessment Cover Sheet
CPPDSM5026A - Manage a consultant property project team
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Assessment Record Sheet
CPPDSM5026A - Manage a consultant property project team
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Assessment task 1: [title] Result: Competent Not yet competent
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Overall assessment result: Competent Not yet competent
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