Assessor Resource

CPPDSM5030A
Manage projects in the property industry

Assessment tool

Version 1.0
Issue Date: May 2024


This unit of competency supports the work of those involved in planning, organising and monitoring projects.

This unit of competency specifies the outcomes required to plan, organise and monitor projects in the property industry. It requires the ability to establish project requirements, monitor quality assurance processes, and evaluate project processes and outcomes.

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 planning, organising and monitoring 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:

consulting effectively with a range of individuals to ensure achievement of project outcomes

designing systems and strategies to ensure effective operation of the project

knowledge of organisation's practices, ethical standards and legislative requirements associated with planning, organising and monitoring projects

maintaining accurate records and documents that outline project requirements and outcomes

using evaluation techniques to monitor project progress.

Context of and specific resources for assessment

Resource implications for assessment include:

access to suitable simulated or real opportunities and resources to demonstrate competence

assessment instruments that may include personal planner and assessment record book

access to a registered provider of assessment services.

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 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 and negotiation skills to gain agreement on project processes and time lines

computing skills to access the internet and web pages, prepare and complete online forms, lodge electronic documents and search online databases

interpersonal skills to relate to people from a range of social, cultural and ethnic backgrounds and varying physical and mental abilities

problem solving skills to identify potential barriers to project outcomes, analyse project risks and establish contingencies

project planning skills to work within agreed timeframes and budgetary constraints

report writing skills to create a project brief, terms of reference or project charter and prepare written reports on project's progress

technology skills to use spreadsheets and project management software

time management skills to sequence project activities logically.

Required knowledge and understanding:

contingency and risk analysis techniques

continuous improvement processes

key project success factors and typical project pitfalls

organisational quality systems, such as:

issues relating to client satisfaction

recording systems

strategic planning processes

project management concepts and principles

project management systems and tools, such as:

critical path method

program evaluation and review technique (PERT)

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.

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.

Clients may include:

agents

building supervisors

company management

government and legal agencies

institutions

insurers

internal and external property groups

owner-occupiers

property agents

property owners

risk assessors

tenants.

Relevant people may include:

colleagues

engineers and technicians

financial institutions

installers

legal representatives

members of industry associations

property owners

site personnel

subcontractors

supervisors

technical experts

tenants.

Quality assurance goals and strategies may include:

a formal structure against which progress can be evaluated

budgets and timetables that enable the commitment of resources at appropriate points in the project

compliance with Australian standards

contingency plans to cater for a change of corporate focus or significant project difficulties

continuous improvement strategies

mechanisms for involving a wide variety of interested parties or stakeholders in the project

procedures for monitoring and evaluating project outcomes and client satisfaction

reducing risk by anticipating, evaluating and developing strategies for the management of possible problems

reporting procedures and protocols.

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.

Project activities may include:

communicating advice and information to team

coordinating contractors, architects, builders and suppliers

ensuring tasks are carried out

liaison with government agencies

meetings, including preparation of minutes, papers and reports

monitoring financial arrangements

monitoring time lines

preparing project documentation

preparing project plan

reporting.

Risk management plan may describe:

how often risks will be reviewed, the process for review and who will be involved

how risk status will be reported and to whom

planned strategies for reducing likelihood and seriousness of each risk (mitigation strategies) and who will be responsible for implementing them

initial snapshot of the major risks and current grading

process which will be used to identify, analyse and manage risks both initially and throughout the life of the project

who will be responsible for which aspects of risk management.

Risks to the effective management of the project may include:

budget constraints

competing work demands

inadequate active participation in the quality management process by all stakeholders

resource and material availability

equipment and technology breakdown

time delays

workplace hazards, risks and controls.

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.

Project plan may include:

a formal structure against which progress can be evaluated

acquisition strategies

budgets and timetables that enable the commitment of resources at appropriate points in the project

consultation strategies to involve stakeholders

contingency plans to cater for changes or significant project difficulties

objectives, scope and expected benefits of the project

project implementation plans

project management methodology to be used

quality assurance procedures

risk management plans

specifications

structure of the project

transition plans.

Targets and milestones may include:

achievement of key tasks and project phases

completion of contract phases and requirements

measurement and achievement of set outcomes

progress reports.

Communication strategies may include:

clear and concise use of technical terminology

clear presentation of options

client-centred approaches

continuous feedback mechanisms

culturally inclusive and sensitive engagement techniques

effective reporting arrangements

ongoing liaison

organisational communication protocols and procedures

organisational networks.

Contingencies may include:

budget constraints

building delays

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.

Coaching and mentoring assistance may include:

fair and ethical practices

non-discriminatory processes and activities

presenting and promoting a positive image of the collective group

problem solving

providing encouragement

providing feedback to another team member

respecting the contribution of all participants and giving credit for achievements.

Evaluation methods could be qualitative or quantitative and may include:

checklists

cost data analysis

expert and peer review

interviews

observation

questionnaires

review of quality assurance data.

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 brief is identified and analysed according to organisational requirements to determine project requirements. 
Project objectives and time lines are negotiated and agreed in consultation with client and relevant people. 
Roles and responsibilities associated with project implementation are clearly defined and documented. 
Quality assurance goals and strategies are established in consultation with relevant people according to organisational requirements. 
Monitoring and reporting arrangements for project activities are established and documented in line with client requirements. 
Risk management plan to identify, assess and control risks is developed and incorporated into project plan according to organisational and legislative requirements. 
Project plan is developed and reviewed to ensure it accurately reflects agreed terms and conditions. 
Resource requirements are identified and organised according to project plan and organisational requirements. 
Targets and milestones are identified and linked to achievement of outcomes according to project plan. 
Effective communication strategies to encourage regular and accurate communication flow and feedback are established. 
Documentation and checklists associated with project plan implementation are prepared in established formats and distributed to relevant people. 
Contingencies are identified and activities planned to maximise quality outcomes according to organisational procedures. 
Project progress is systematically monitored and variations to project plan are verified with client and relevant people and adjusted accordingly. 
Expenditure and resource usage are monitored and controlled to ensure objectives are achieved within specified parameters. 
Coaching and mentoring assistance is provided to project team as required to overcome difficulties throughout implementation process. 
Regular reports on project progress and outcomes are provided to project team and relevant people to ensure adherence to project plan. 
Systems, records and reporting procedures are maintained according to organisational and legislative requirements. 
Project processes and outcomes are evaluated in consultation with clients and relevant people using appropriate communication strategies. 
Systematic review processes and established evaluation methods are identified and used to assess project processes and outcomes. 
Evaluation results are prepared in the required format, style and structure and presented to relevant people within agreed timeframes. 
Recommendations for improvement of project process are presented to relevant people according to organisational requirements. 
Relevant documentation is completed and processed according to legislative and organisational procedures. 

Forms

Assessment Cover Sheet

CPPDSM5030A - Manage projects in the property industry
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

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Assessment Record Sheet

CPPDSM5030A - Manage projects in the property industry

Student name:

Student ID:

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

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: