Assessor Resource

CPPBDN5006
Consult with clients to produce approved small-scale building project design briefs

Assessment tool

Version 1.0
Issue Date: April 2024


This unit of competency specifies the outcomes required to consult with clients to identify and clarify parameters for new small-scale building projects covered by the Building Code of Australia (BCA) except construction Type A buildings, such as their vision for service level and requirements, preferences and budget. It involves researching and presenting information that may affect clients’ requirements, preferences and budget; applying knowledge of construction materials and methods; offering and negotiating creative design solutions; and developing a client-approved design brief for the new building design project.

The unit supports producing approved small-scale building project design briefs for a new building design project, including alterations and additions, heritage restorations, and new buildings, including houses, factories, motels, offices, restaurants, retail and service outlets, and warehouses. It applies to designers who consult with clients to prepare finalised and approved design briefs for small-scale commercial, industrial and residential building design projects.

Licensing, legislative, regulatory or certification requirements apply to this unit of competency in some States. Relevant state and territory regulatory authorities should be consulted to confirm those requirements.

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.

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions.

1.

Prepare for design brief consultations.

1.1.

Preliminary data for small-scale building design project is gathered, and documentation and files are created according to workplace procedures.

1.2.

Preliminary data is reviewed to identify broad project parameters.

1.3.

Parameters are considered and information is gathered to assist communications in design brief consultations with client.

1.4.

Individuals to be involved in deciding and approving the project design brief are clarified with client, and consultations are scheduled.

1.5.

Strategies to establish and maintain client trust and respect are developed.

1.6.

Files and organisational marketing material for consultations are prepared.

2.

Consult clients to develop draft design brief.

2.1.

Basic understanding of building design project objectives and ability of own organisation to fulfil design role are demonstrated to client.

2.2.

Details about vision, preferences and budget for building design project are elicited from client, and notes are taken to inform next stage of consultation.

2.3.

Questioning techniques and sketching skills are used to expand notes and clarify details of client’s design requirements.

2.4.

Budgetary constraints are explored with client and innovative design ideas are proposed.

2.5.

Details of draft design brief are reviewed with client and level of service and associated fees are discussed.

2.6.

Approval to proceed with finalisation of design brief is obtained from client, or deferral or termination of services is confirmed.

3.

Finalise design brief.

3.1.

Design consultation notes are reviewed and requirements challenged in relation to design constraints specific to location of project.

3.2.

Design brief is formally documented according to workplace procedures.

3.3.

Details of design brief are presented to and negotiated with client, and modifications are accurately documented.

3.4.

Approval of final design brief is obtained from client.

3.5.

Fee structure and terms and conditions of service are established and agreed according to workplace procedures.

A person demonstrating competency in this unit must satisfy the requirements of the elements, performance criteria, foundation skills and range of conditions of this unit.

The person must also produce design briefs for three different projects consisting of:

one Class 1 residential building of three storeys

one residential extension of at least 50 square metres

one of the following non-residential projects, which must be of a maximum area of 2000 square metres:

incorporating Classes 2, 5, 6 and 7a

incorporating Classes 3 and 9c

incorporating Classes 7b and 8.

In doing the above, the person must:

prepare for client consultations, including:

gathering and reviewing required information

confirming stakeholders to be consulted

consult successfully with clients, including:

establishing rapport with clients

using fine hand drawing to produce preliminary concept sketches

explaining budgetary constraints

obtaining sufficient information to produce design briefs that clients approve

explaining service fees

winning contracts for design work

develop and finalise design briefs

complete client service agreements.

A person demonstrating competency in this unit must demonstrate knowledge of:

building designers’ duty of care to ensure quality and safety of designs

structural engineering principles sufficient to interpret and apply the requirements of the National Construction Code (NCC)

construction materials and methods applicable to clients’ projects

creative, practical and sustainable design principles

design constraints and opportunities relating to particular types of building design projects and locations

information to be elicited from clients in order to produce comprehensive design briefs

organisational protocols and procedures for interaction and negotiation with clients

range of organisational services and nominal fees.

The following must be present and available to learners during assessment activities:

equipment:

computer with internet access and building information modelling (BIM)-capable building design software

materials:

project information specified in the range of conditions for projects required in the performance evidence

specifications:

environmental and planning requirements for the projects’ locations

client’s design brief

relationship with client:

client consultation is required.

Assessor requirements

As a minimum, assessors must satisfy the assessor requirements in the Standards for Registered Training Organisations (RTOs) current at the time of assessment.

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.

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions.

1.

Prepare for design brief consultations.

1.1.

Preliminary data for small-scale building design project is gathered, and documentation and files are created according to workplace procedures.

1.2.

Preliminary data is reviewed to identify broad project parameters.

1.3.

Parameters are considered and information is gathered to assist communications in design brief consultations with client.

1.4.

Individuals to be involved in deciding and approving the project design brief are clarified with client, and consultations are scheduled.

1.5.

Strategies to establish and maintain client trust and respect are developed.

1.6.

Files and organisational marketing material for consultations are prepared.

2.

Consult clients to develop draft design brief.

2.1.

Basic understanding of building design project objectives and ability of own organisation to fulfil design role are demonstrated to client.

2.2.

Details about vision, preferences and budget for building design project are elicited from client, and notes are taken to inform next stage of consultation.

2.3.

Questioning techniques and sketching skills are used to expand notes and clarify details of client’s design requirements.

2.4.

Budgetary constraints are explored with client and innovative design ideas are proposed.

2.5.

Details of draft design brief are reviewed with client and level of service and associated fees are discussed.

2.6.

Approval to proceed with finalisation of design brief is obtained from client, or deferral or termination of services is confirmed.

3.

Finalise design brief.

3.1.

Design consultation notes are reviewed and requirements challenged in relation to design constraints specific to location of project.

3.2.

Design brief is formally documented according to workplace procedures.

3.3.

Details of design brief are presented to and negotiated with client, and modifications are accurately documented.

3.4.

Approval of final design brief is obtained from client.

3.5.

Fee structure and terms and conditions of service are established and agreed according to workplace procedures.

This section specifies work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included. Bold italicised wording, if used in the performance criteria, is detailed below.

Preliminary data must include:

brief prepared by clients prior to consultation, if available

communication with clients

documentation from past projects for same client, if available

information relating to location of project.

Parameters must include:

budget

functional analysis of building use

level of service requested, including one or more of the following:

concept sketches only

design drawings for planning approval

working drawings for construction approval

contract administration

location

size and type of project

timelines.

Information must include basic details of:

budgetary opportunities and constraints

environmental requirements

planning limitations.

A person demonstrating competency in this unit must satisfy the requirements of the elements, performance criteria, foundation skills and range of conditions of this unit.

The person must also produce design briefs for three different projects consisting of:

one Class 1 residential building of three storeys

one residential extension of at least 50 square metres

one of the following non-residential projects, which must be of a maximum area of 2000 square metres:

incorporating Classes 2, 5, 6 and 7a

incorporating Classes 3 and 9c

incorporating Classes 7b and 8.

In doing the above, the person must:

prepare for client consultations, including:

gathering and reviewing required information

confirming stakeholders to be consulted

consult successfully with clients, including:

establishing rapport with clients

using fine hand drawing to produce preliminary concept sketches

explaining budgetary constraints

obtaining sufficient information to produce design briefs that clients approve

explaining service fees

winning contracts for design work

develop and finalise design briefs

complete client service agreements.

A person demonstrating competency in this unit must demonstrate knowledge of:

building designers’ duty of care to ensure quality and safety of designs

structural engineering principles sufficient to interpret and apply the requirements of the National Construction Code (NCC)

construction materials and methods applicable to clients’ projects

creative, practical and sustainable design principles

design constraints and opportunities relating to particular types of building design projects and locations

information to be elicited from clients in order to produce comprehensive design briefs

organisational protocols and procedures for interaction and negotiation with clients

range of organisational services and nominal fees.

The following must be present and available to learners during assessment activities:

equipment:

computer with internet access and building information modelling (BIM)-capable building design software

materials:

project information specified in the range of conditions for projects required in the performance evidence

specifications:

environmental and planning requirements for the projects’ locations

client’s design brief

relationship with client:

client consultation is required.

Assessor requirements

As a minimum, assessors must satisfy the assessor requirements in the Standards for Registered Training Organisations (RTOs) current at the time of assessment.

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
Preliminary data for small-scale building design project is gathered, and documentation and files are created according to workplace procedures. 
Preliminary data is reviewed to identify broad project parameters. 
Parameters are considered and information is gathered to assist communications in design brief consultations with client. 
Individuals to be involved in deciding and approving the project design brief are clarified with client, and consultations are scheduled. 
Strategies to establish and maintain client trust and respect are developed. 
Files and organisational marketing material for consultations are prepared. 
Basic understanding of building design project objectives and ability of own organisation to fulfil design role are demonstrated to client. 
Details about vision, preferences and budget for building design project are elicited from client, and notes are taken to inform next stage of consultation. 
Questioning techniques and sketching skills are used to expand notes and clarify details of client’s design requirements. 
Budgetary constraints are explored with client and innovative design ideas are proposed. 
Details of draft design brief are reviewed with client and level of service and associated fees are discussed. 
Approval to proceed with finalisation of design brief is obtained from client, or deferral or termination of services is confirmed. 
Design consultation notes are reviewed and requirements challenged in relation to design constraints specific to location of project. 
Design brief is formally documented according to workplace procedures. 
Details of design brief are presented to and negotiated with client, and modifications are accurately documented. 
Approval of final design brief is obtained from client. 
Fee structure and terms and conditions of service are established and agreed according to workplace procedures. 

Forms

Assessment Cover Sheet

CPPBDN5006 - Consult with clients to produce approved small-scale building project design briefs
Assessment task 1: [title]

Student name:

Student ID:

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

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Result: Competent Not yet competent

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Assessment Record Sheet

CPPBDN5006 - Consult with clients to produce approved small-scale building project design briefs

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:

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