Assessor Resource

CPCCBC4031A
Process client requirements

Assessment tool

Version 1.0
Issue Date: March 2024


This unit of competency supports the needs of sales consultants, site managers, forepersons, estimators and other professionals within the building and construction industry responsible for processing client requirements.

This unit of competency specifies the outcomes required to process client requirements in relation to contract documentation, including drawings and specifications appropriate to residential and commercial construction projects. Knowledge of the construction planning process and the ability to obtain client information, accurately convey that information to those developing the contract documentation and complete the administration of the contract documentation process is essential.

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

Prerequisites

Nil


Co-Requisites

Nil


Employability Skills

This unit contains employability skills.




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, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

This unit of competency could be assessed by preparing contract documentation, drawings and specifications for a construction project that complies with client requirements.

This unit of competency can be assessed in the workplace or a close simulation of the workplace environment, provided that simulated or project-based assessment techniques fully replicate construction workplace conditions, materials, activities, responsibilities and procedures.

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 the ability to:

obtain accurate and detailed information concerning client needs

select right type of contract for the particular project

process contract and all other relevant documentation correctly

select appropriate clauses and conditions to apply within the contract

administrate contract to standard required by the organisation and within any legal or regulatory requirements that may exist in the state or territory in which work is being done

obtain confirmation, by initial and signature, of client acceptance of project documentation and plan agreement or preliminary contracts.

Context of and specific resources for assessment

This competency is to be assessed using standard and authorised work practices, safety requirements and environmental constraints.

Assessment of essential underpinning knowledge will usually be conducted in an off-site context.

Assessment is to comply with relevant regulatory or Australian standards' requirements.

Resource implications for assessment include:

documentation that should normally be available in either a building or construction office

relevant codes, standards and regulations

office equipment, including calculators, photocopiers and telephone systems

computers with appropriate software to view 2-D CAD drawings, run costing programs and print copies

a technical reference library with current publications on measurement, design, building construction and manufacturers' product literature

a suitable work area appropriate to the construction process.

Reasonable adjustments for people with disabilities must be made to assessment processes where required. This could include access to modified equipment and other physical resources, and the provision of appropriate assessment support.

Method of assessment

Assessment methods must:

satisfy the endorsed Assessment Guidelines of the Construction, Plumbing and Services Training Package

include direct observation of tasks in real or simulated work conditions, with questioning to confirm the ability to consistently identify and correctly interpret the essential underpinning knowledge required for practical application

reinforce the integration of employability skills with workplace tasks and job roles

confirm that competency is verified and able to be transferred to other circumstances and environments.

Validity and sufficiency of evidence requires 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 on competency only taken at the point when the assessor has complete confidence in the person's demonstrated ability and applied knowledge

all assessment that is part of a structured learning experience must include a combination of direct, indirect and supplementary evidence.

Assessment processes and techniques should as far as is practical take into account the language, literacy and numeracy capacity of the candidate in relation to the competency being assessed.

Supplementary evidence of competency may be obtained from relevant authenticated documentation from third parties, such as existing supervisors, team leaders or specialist training staff.


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.

Required skills

Required skills for this unit are:

ability to communicate by telephone, facsimile, email and in writing

apply numeracy skills to workplace requirements

communication skills to:

enable clear and direct communication, using questioning to identify and confirm requirements, share information, listen and understand

communicate requirements to drafting personnel

confirm understanding

obtain information from, and provide information to, clients

use and interpret non-verbal communication

use language and concepts appropriate to cultural differences

written skills to produce contract documentation and other relevant workplace documentation

personnel and resource management skills to achieve development or project objectives.

Required knowledge

Required knowledge for this unit is:

building and construction industry contracts

building and construction industry planning processes

financial and business principles related to dealing with clients

regulatory authority approval processes for the area in which project is to be undertaken

state or territory building and construction codes, standards and government regulations.

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, if used in the performance criteria, is detailed below. 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) may also be included.

Site works include:

activities intended to render an area suitable for building or other construction activity

determining and setting out building or construction features

earthmoving, using tracked or wheeled earthmoving equipment

establishing personal and vehicle access and egress to and from the site.

Contracts include:

Australian standard contracts (including the AS2124 and AS4000 series)

Construction Industry Contract (CIC) suite

individual organisational contracts

Joint Contracts Committee (JCC) suite

Master Builders Association (MBA) and Housing Industry Association (HIA) and standard industry contracts

Simple Building Works (SBW), including series 1 and series 2 (SBW2 Lump Sum).

Contract documents include:

building permits or approvals

certification from local authorities

design details

formal contracts

materials specifications

quantities

site plans and sketches.

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
Client's design requirements are identified and documented. 
Client's needs are met by providing correct technical or product knowledge. 
Restrictive covenants are identified and communicated to the client. 
Planning requirements are identified and applied. 
Documentation and design risks, including copyright issues, are identified and addressed. 
Site investigation is arranged to determine site features and costs. 
Site costs are communicated accurately to the client. 
Client's understanding of extent and cost of required site works is confirmed. 
Requirements for sketch plans and drawings are accurately communicated to drafting personnel. 
Plans are forwarded to the client for approval or amendment. 
Costing and variation requests are forwarded that accurately communicate client requirements. 
All sketch plans, specifications and costing documents are discussed with client. 
All documents sighted by client are signed, with details initialled. 
Preliminary contract /plan agreement is prepared and completed according to organisational policy. 
Documents are submitted to the relevant department or personnel for checking and recording. 
Contract documents are prepared according to instructions. 
Construction documents are prepared according to preliminary contract/plan agreement details. 

Forms

Assessment Cover Sheet

CPCCBC4031A - Process client requirements
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

CPCCBC4031A - Process client requirements

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: