Assessor Resource

AHCARB506
Prepare arborist reports

Assessment tool

Version 1.0
Issue Date: April 2024


This unit of competency describes the skills and knowledge required to prepare arborist reports with specific arboricultural content at consultant level.

This unit applies to individuals who take personal responsibility and exercise autonomy in undertaking complex work, to analyse and synthesise information and design and communicate solutions to complex problems. They provide professional services in arboricultural report writing involving tree assessment and risk, tree management, arboricultural impact, tree pathology and structural tree problems.

Preparing arboricultural reports involves the self-directed application of knowledge with substantial depth in some areas such as tree identification, tree assessment techniques and reporting methods.

No occupational licensing, legislative or certification requirements are known to apply 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.

Element

Performance criteria

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Determine client brief and report limits

1.1 Determine the client brief and manage client expectations

1.2 Determine client need for evidentiary data records

1.3 Determine statutory requirements for report

1.4 Establish specific focus points within report topic

1.5 Establish report limits and assumptions

1.6 Determine arboricultural content required by evaluation of all relevant requirements and limitations

1.7 Determine the textual and visual content of report

2. Determine and collate evidentiary data

2.1 Research information about topic and specific focus points

2.2 Assess primary and secondary sources of research material

2.3 Evaluate information validity and reliability

2.4 Inspect and record details and observations of site, trees, location and matters relevant to focus points and topic

2.5 Record relevant visual evidence using photographic equipment

2.6 Obtain and record information from test results

2.7 Collate observations, test results, research material and inspection data into a body of evidentiary data

2.8 Backup and store data for later retrieval

3. Format the report document template

3.1 Determine presentation style of report to meet client and statutory outcomes

3.2 Determine requirements for specific document content and layout using accepted arboriculture industry conventions

3.3 Obtain necessary permissions for use of tables, diagrams or other copyright information

3.4 Utilise appropriate custom document templates, logo, tables, charts, and art required to produce word-processor documents

3.5 Insert required document elements such as title, page numbers, table of contents, footers and headers and watermark

3.6 Incorporate collated data, information and evidentiary data into formatted body of the report

3.7 Operate computer and software application to edit document for language use, text content, spelling, grammar and punctuation appropriate for consulting arborists

4. Formulate a conclusive determination and recommendations

4.1 Assess body of evidentiary data

4.2 Determine value of supporting and contradictory evidence

4.3 Use considered viewpoints to make an informed decision

4.4 Formulate a conclusive determination

4.5 Inform client whether or not determination can meet the client brief

4.6 Develop a set of recommendations based on that determination in accordance with the client brief

5. Prepare draft report

5.1 Prepare a draft document based on brief, method, observation, conclusion and recommendations system

5.2 Evaluate the impact of using active and passive voice

5.3 Seek feedback on prepared report

5.4 Respond to feedback and edit report based on feedback provided if applicable

6. Deliver the final report

6.1 Draft final sections of report document

6.2 Develop summary of report

6.3 Produce final version of arboricultural report

6.4 Deliver final report to client and statutory authority

6.5 Formulate a glossary of arboricultural terminology and industry jargon

The candidate must produce a body of work compiling evidentiary data, research material, data, observations and test results into a stylised presentation of custom format using component industry conventions. The candidate must be assessed on their ability to integrate and apply the performance requirements of this unit in a workplace setting. Performance must be demonstrated consistently over time and in a suitable range of contexts.

The candidate must provide evidence for and demonstrate:

determining the client brief and manage client expectations

determining client need for evidentiary data records

determining statutory requirements for report

establishing specific focus points within report topic

establishing report limits and assumptions

determining arboricultural content required by evaluation of all relevant requirements and limitations

determining the textual and visual content of report

researching information about topic and specific focus points

assessing primary and secondary sources of research material

inspecting and recording details and observations of site, trees, location and matters relevant to focus points and topic

recording relevant visual evidence using photographic equipment

obtaining and recording information from test results

collating observations, test results, research material and inspection data into a body of evidentiary data

backing up and storing data for later retrieval

determining presentation style of report to meet client and statutory outcomes

determining requirements for specific document content and layout using accepted arboriculture industry conventions

obtaining necessary permissions for use of tables, diagrams or other copyright information

utilising appropriate custom document templates, logo, tables, charts, and art required to produce word-processor documents

inserting required document elements such as title, page numbers, table of contents, footers and headers and watermark

incorporating collated data, information and evidentiary data into formatted body of the report

operating computer and software application to edit document for language use, text content, spelling, grammar and punctuation appropriate for consulting arborists

assessing a body of evidentiary data

determining value of supporting and contradictory evidence

using considered viewpoints to make an informed decision

formulating a conclusive determination

informing client whether or not determination can meet the client brief

developing a set of recommendations based on that determination in accordance with the client brief

preparing a draft document based on brief, method, observation, conclusion and recommendations system

evaluating the impact of using active and passive voice

seeking feedback on prepared report

responding to feedback and editing report based on feedback provided

drafting final sections of report document

developing summary of report

producing final version of arboricultural report

delivering final report to client and statutory authority

formulating a glossary of arboricultural terminology and industry jargon.

The candidate must demonstrate knowledge of:

client briefs

management of client expectations

client need for evidentiary data records

statutory reporting requirements

specific focus points within report topics

limits and assumptions of reports

required arboricultural content

textual and visual content of report

information research

assessment of primary and secondary sources of research material

methods of determining information validity and reliability

site inspections

photographic equipment for recording of visual evidence

collation of observations, test results, research material and inspection data into a body of evidentiary data

data collection, collation, backup, storage and retrieval

reporting and presentation styles for statutory and client outcomes

requirements for specific document content and layout using accepted arboriculture industry conventions

permissions for use of tables, diagrams or other copyright information

custom document templates, logo, tables, charts, and art required to produce word-processor documents

document elements such as title, page numbers, table of contents, footers and headers and watermark

computer and software application to edit documents

language use, text content, spelling, grammar and punctuation

consulting arborist terminology

assessment of a body of evidentiary data

evaluation of supporting and contradictory evidence

consideration of different viewpoints in making informed decisions

decision-making processes

formulation of conclusive determinations

draft document preparation

system of brief, method, observation, conclusion and recommendations

evaluation of impact of using active and passive voice

report editing based on feedback provided

development of a report summary

final report formulation, formatting and writing

production of a glossary of arboricultural terminology and industry jargon.

Assessment must be demonstrated consistently over time in a suitable range of contexts and have a productivity-based outcome. No single assessment event or report is sufficient to achieve competency in this unit.

Assessment may be conducted in a simulated or real work environment, however determination of competency requires the application of work practices under work conditions.

The mandatory equipment and materials used to gather evidence for assessment include:

equipment:

computer

digital camera/phone camera

internet connection

word processing software

trees

materials:

arborist report

glossary of arboricultural terminology

Assessors must satisfy current standards for RTOs in the assessment of arboriculture units of competency.

Assessment must be conducted only by persons who 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.

Element

Performance criteria

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Determine client brief and report limits

1.1 Determine the client brief and manage client expectations

1.2 Determine client need for evidentiary data records

1.3 Determine statutory requirements for report

1.4 Establish specific focus points within report topic

1.5 Establish report limits and assumptions

1.6 Determine arboricultural content required by evaluation of all relevant requirements and limitations

1.7 Determine the textual and visual content of report

2. Determine and collate evidentiary data

2.1 Research information about topic and specific focus points

2.2 Assess primary and secondary sources of research material

2.3 Evaluate information validity and reliability

2.4 Inspect and record details and observations of site, trees, location and matters relevant to focus points and topic

2.5 Record relevant visual evidence using photographic equipment

2.6 Obtain and record information from test results

2.7 Collate observations, test results, research material and inspection data into a body of evidentiary data

2.8 Backup and store data for later retrieval

3. Format the report document template

3.1 Determine presentation style of report to meet client and statutory outcomes

3.2 Determine requirements for specific document content and layout using accepted arboriculture industry conventions

3.3 Obtain necessary permissions for use of tables, diagrams or other copyright information

3.4 Utilise appropriate custom document templates, logo, tables, charts, and art required to produce word-processor documents

3.5 Insert required document elements such as title, page numbers, table of contents, footers and headers and watermark

3.6 Incorporate collated data, information and evidentiary data into formatted body of the report

3.7 Operate computer and software application to edit document for language use, text content, spelling, grammar and punctuation appropriate for consulting arborists

4. Formulate a conclusive determination and recommendations

4.1 Assess body of evidentiary data

4.2 Determine value of supporting and contradictory evidence

4.3 Use considered viewpoints to make an informed decision

4.4 Formulate a conclusive determination

4.5 Inform client whether or not determination can meet the client brief

4.6 Develop a set of recommendations based on that determination in accordance with the client brief

5. Prepare draft report

5.1 Prepare a draft document based on brief, method, observation, conclusion and recommendations system

5.2 Evaluate the impact of using active and passive voice

5.3 Seek feedback on prepared report

5.4 Respond to feedback and edit report based on feedback provided if applicable

6. Deliver the final report

6.1 Draft final sections of report document

6.2 Develop summary of report

6.3 Produce final version of arboricultural report

6.4 Deliver final report to client and statutory authority

6.5 Formulate a glossary of arboricultural terminology and industry jargon

The candidate must produce a body of work compiling evidentiary data, research material, data, observations and test results into a stylised presentation of custom format using component industry conventions. The candidate must be assessed on their ability to integrate and apply the performance requirements of this unit in a workplace setting. Performance must be demonstrated consistently over time and in a suitable range of contexts.

The candidate must provide evidence for and demonstrate:

determining the client brief and manage client expectations

determining client need for evidentiary data records

determining statutory requirements for report

establishing specific focus points within report topic

establishing report limits and assumptions

determining arboricultural content required by evaluation of all relevant requirements and limitations

determining the textual and visual content of report

researching information about topic and specific focus points

assessing primary and secondary sources of research material

inspecting and recording details and observations of site, trees, location and matters relevant to focus points and topic

recording relevant visual evidence using photographic equipment

obtaining and recording information from test results

collating observations, test results, research material and inspection data into a body of evidentiary data

backing up and storing data for later retrieval

determining presentation style of report to meet client and statutory outcomes

determining requirements for specific document content and layout using accepted arboriculture industry conventions

obtaining necessary permissions for use of tables, diagrams or other copyright information

utilising appropriate custom document templates, logo, tables, charts, and art required to produce word-processor documents

inserting required document elements such as title, page numbers, table of contents, footers and headers and watermark

incorporating collated data, information and evidentiary data into formatted body of the report

operating computer and software application to edit document for language use, text content, spelling, grammar and punctuation appropriate for consulting arborists

assessing a body of evidentiary data

determining value of supporting and contradictory evidence

using considered viewpoints to make an informed decision

formulating a conclusive determination

informing client whether or not determination can meet the client brief

developing a set of recommendations based on that determination in accordance with the client brief

preparing a draft document based on brief, method, observation, conclusion and recommendations system

evaluating the impact of using active and passive voice

seeking feedback on prepared report

responding to feedback and editing report based on feedback provided

drafting final sections of report document

developing summary of report

producing final version of arboricultural report

delivering final report to client and statutory authority

formulating a glossary of arboricultural terminology and industry jargon.

The candidate must demonstrate knowledge of:

client briefs

management of client expectations

client need for evidentiary data records

statutory reporting requirements

specific focus points within report topics

limits and assumptions of reports

required arboricultural content

textual and visual content of report

information research

assessment of primary and secondary sources of research material

methods of determining information validity and reliability

site inspections

photographic equipment for recording of visual evidence

collation of observations, test results, research material and inspection data into a body of evidentiary data

data collection, collation, backup, storage and retrieval

reporting and presentation styles for statutory and client outcomes

requirements for specific document content and layout using accepted arboriculture industry conventions

permissions for use of tables, diagrams or other copyright information

custom document templates, logo, tables, charts, and art required to produce word-processor documents

document elements such as title, page numbers, table of contents, footers and headers and watermark

computer and software application to edit documents

language use, text content, spelling, grammar and punctuation

consulting arborist terminology

assessment of a body of evidentiary data

evaluation of supporting and contradictory evidence

consideration of different viewpoints in making informed decisions

decision-making processes

formulation of conclusive determinations

draft document preparation

system of brief, method, observation, conclusion and recommendations

evaluation of impact of using active and passive voice

report editing based on feedback provided

development of a report summary

final report formulation, formatting and writing

production of a glossary of arboricultural terminology and industry jargon.

Assessment must be demonstrated consistently over time in a suitable range of contexts and have a productivity-based outcome. No single assessment event or report is sufficient to achieve competency in this unit.

Assessment may be conducted in a simulated or real work environment, however determination of competency requires the application of work practices under work conditions.

The mandatory equipment and materials used to gather evidence for assessment include:

equipment:

computer

digital camera/phone camera

internet connection

word processing software

trees

materials:

arborist report

glossary of arboricultural terminology

Assessors must satisfy current standards for RTOs in the assessment of arboriculture units of competency.

Assessment must be conducted only by persons who 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
Determine the client brief and manage client expectations 
Determine client need for evidentiary data records 
Determine statutory requirements for report 
Establish specific focus points within report topic 
Establish report limits and assumptions 
Determine arboricultural content required by evaluation of all relevant requirements and limitations 
Determine the textual and visual content of report 
Research information about topic and specific focus points 
Assess primary and secondary sources of research material 
Evaluate information validity and reliability 
Inspect and record details and observations of site, trees, location and matters relevant to focus points and topic 
Record relevant visual evidence using photographic equipment 
Obtain and record information from test results 
Collate observations, test results, research material and inspection data into a body of evidentiary data 
Backup and store data for later retrieval 
Determine presentation style of report to meet client and statutory outcomes 
Determine requirements for specific document content and layout using accepted arboriculture industry conventions 
Obtain necessary permissions for use of tables, diagrams or other copyright information 
Utilise appropriate custom document templates, logo, tables, charts, and art required to produce word-processor documents 
Insert required document elements such as title, page numbers, table of contents, footers and headers and watermark 
Incorporate collated data, information and evidentiary data into formatted body of the report 
Operate computer and software application to edit document for language use, text content, spelling, grammar and punctuation appropriate for consulting arborists 
Assess body of evidentiary data 
Determine value of supporting and contradictory evidence 
Use considered viewpoints to make an informed decision 
Formulate a conclusive determination 
Inform client whether or not determination can meet the client brief 
Develop a set of recommendations based on that determination in accordance with the client brief 
Prepare a draft document based on brief, method, observation, conclusion and recommendations system 
Evaluate the impact of using active and passive voice 
Seek feedback on prepared report 
Respond to feedback and edit report based on feedback provided if applicable 
Draft final sections of report document 
Develop summary of report 
Produce final version of arboricultural report 
Deliver final report to client and statutory authority 
Formulate a glossary of arboricultural terminology and industry jargon 

Forms

Assessment Cover Sheet

AHCARB506 - Prepare arborist reports
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:

Date:


Assessment Record Sheet

AHCARB506 - Prepare arborist reports

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: