Assessor Resource

CPPDSM4034
Negotiate and implement strata community management agreement

Assessment tool

Version 1.0
Issue Date: April 2024


This unit of competency specifies the outcomes required to effectively assess and implement a strata community management agreement. It requires the ability to negotiate the implementation of the agreement, and monitor and review the implementation process.

This unit of competency applies to those involved in assessing and implementing strata community management agreements. It applies to strata managers.

Licensing, legislative, regulatory or certification requirements apply to this unit in some States and Territories. 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.

Determine functions and obligations of strata manager.

1.1.

Legislative, ethical and procedural requirements relevant to strata community management services are identified.

1.2.

Fiduciary duties are identified and disclosed in strata community management agreement.

1.3.

Procedures for appointing and terminating the manager are identified and disclosed in strata community management agreement.

1.4.

Registration or licencing requirements with appropriate authorities are identified and complied with.

1.5.

Record management systems are maintained.

1.6.

Execution procedures for strata community management agreement are identified.

2.

Determine functions and obligations of the strata community.

2.1.

Owners’ responsibilities and accountabilities are identified and disclosed in strata community management agreement.

2.2.

Fiduciary duties of strata community and its owners committee are identified and disclosed.

3.

Negotiate strata community management agreement requirements.

3.1.

Functions and obligations of strata managers and owners are detailed in strata community management agreement.

3.2.

Owners’ responsibilities, management fees and services are negotiated and agreed.

3.3.

Additional services are agreed according to strata community management agreement and budget allocations.

3.4.

Conflicts of interest are identified and disclosed.

3.5.

Strata community management agreement is reviewed to establish obligations, service and termination requirements.

3.6.

Delegations are identified.

4

Implement strata community management agreement.

4.1.

Strata community management agreement is agreed and entered in to according to legislative requirements.

4.2.

Record management system is maintained in relation to agreement.

4.3.

Obligations of strata manager and strata community are monitored and complied with.

5.

Review and report on operation of strata community management agreement.

5.1.

Agreement implementation processes and outcomes are reviewed.

5.2.

Recommendations for improving processes are identified.

5.3.

Report on implementation of strata community management agreement is prepared and distributed to strata community.

5.4.

Strata community management agreement is revised to take into account review outcomes.

6

Terminate strata community management agreement.

6.1.

Legislative, contractual, ethical and procedural requirements relating to terminating strata community management agreement are identified.

6.2.

Procedures for handing over strata community records to new manager or owners committee are identified and implemented.

6.3.

Procedures for transfer of strata community funds to new manager or owners committee are identified and implemented.

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

The person must also:

negotiate one strata community management agreement

implement one strata community management agreement

review one strata community management agreement

terminate one strata community management agreement.

In doing the above, the person must:

establish and negotiate strata community management agreement requirements

implement and monitor a management agreement for a strata community

apply knowledge of organisation’s practices, ethical standards and legislative requirements associated with implementing strata community management agreements

maintain records associated with above work

review and report on agreement implementation processes and outcomes.

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

administration of property strata plans

business law relating to contracts and property management

financial management in relation to budgeting and bookkeeping

limitations of own work role, responsibilities and professional abilities

management of administration and sinking funds

work health and safety (WHS) issues and requirements

organisational and professional procedures relating to strata community management agreements

social and ethical practices and business standards relating to strata community management agreements

key requirements of federal, state or territory legislation and local government regulations relating to:

anti-discrimination

consumer protection

environmental issues

equal employment opportunity (EEO)

financial probity

franchise and business structures

industrial relations

privacy

strata community

WHS

risk management processes and procedures relating to strata community management agreements, including required insurances

use and application of statutory forms in strata community management.

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

equipment:

computer system with internet, email and printing facilities

specifications:

organisational policies and procedures for establishing and implementing management agreements for strata communities

management agreement for a strata community

source documentation or access to source documentation relating to management of a strata community

physical conditions:

access to a strata community

relationship with team members and supervisor:

member of a work team involved in managing a strata community.

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.

Determine functions and obligations of strata manager.

1.1.

Legislative, ethical and procedural requirements relevant to strata community management services are identified.

1.2.

Fiduciary duties are identified and disclosed in strata community management agreement.

1.3.

Procedures for appointing and terminating the manager are identified and disclosed in strata community management agreement.

1.4.

Registration or licencing requirements with appropriate authorities are identified and complied with.

1.5.

Record management systems are maintained.

1.6.

Execution procedures for strata community management agreement are identified.

2.

Determine functions and obligations of the strata community.

2.1.

Owners’ responsibilities and accountabilities are identified and disclosed in strata community management agreement.

2.2.

Fiduciary duties of strata community and its owners committee are identified and disclosed.

3.

Negotiate strata community management agreement requirements.

3.1.

Functions and obligations of strata managers and owners are detailed in strata community management agreement.

3.2.

Owners’ responsibilities, management fees and services are negotiated and agreed.

3.3.

Additional services are agreed according to strata community management agreement and budget allocations.

3.4.

Conflicts of interest are identified and disclosed.

3.5.

Strata community management agreement is reviewed to establish obligations, service and termination requirements.

3.6.

Delegations are identified.

4

Implement strata community management agreement.

4.1.

Strata community management agreement is agreed and entered in to according to legislative requirements.

4.2.

Record management system is maintained in relation to agreement.

4.3.

Obligations of strata manager and strata community are monitored and complied with.

5.

Review and report on operation of strata community management agreement.

5.1.

Agreement implementation processes and outcomes are reviewed.

5.2.

Recommendations for improving processes are identified.

5.3.

Report on implementation of strata community management agreement is prepared and distributed to strata community.

5.4.

Strata community management agreement is revised to take into account review outcomes.

6

Terminate strata community management agreement.

6.1.

Legislative, contractual, ethical and procedural requirements relating to terminating strata community management agreement are identified.

6.2.

Procedures for handing over strata community records to new manager or owners committee are identified and implemented.

6.3.

Procedures for transfer of strata community funds to new manager or owners committee are identified and implemented.

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.

Record management systems must include at least five of the following:

administrative and sinking funds

ballots

bookkeeping accounts

budgets

building maintenance reports

by-laws

contracts and agreements

correspondence

disclosures

fee for service

income tax returns

insurance

investments

leases and licences

levies

maintenance plans

meeting management

notices and orders served on owners committee

register of owners

renewal dates of contracts

repairs

valuations.

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

The person must also:

negotiate one strata community management agreement

implement one strata community management agreement

review one strata community management agreement

terminate one strata community management agreement.

In doing the above, the person must:

establish and negotiate strata community management agreement requirements

implement and monitor a management agreement for a strata community

apply knowledge of organisation’s practices, ethical standards and legislative requirements associated with implementing strata community management agreements

maintain records associated with above work

review and report on agreement implementation processes and outcomes.

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

administration of property strata plans

business law relating to contracts and property management

financial management in relation to budgeting and bookkeeping

limitations of own work role, responsibilities and professional abilities

management of administration and sinking funds

work health and safety (WHS) issues and requirements

organisational and professional procedures relating to strata community management agreements

social and ethical practices and business standards relating to strata community management agreements

key requirements of federal, state or territory legislation and local government regulations relating to:

anti-discrimination

consumer protection

environmental issues

equal employment opportunity (EEO)

financial probity

franchise and business structures

industrial relations

privacy

strata community

WHS

risk management processes and procedures relating to strata community management agreements, including required insurances

use and application of statutory forms in strata community management.

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

equipment:

computer system with internet, email and printing facilities

specifications:

organisational policies and procedures for establishing and implementing management agreements for strata communities

management agreement for a strata community

source documentation or access to source documentation relating to management of a strata community

physical conditions:

access to a strata community

relationship with team members and supervisor:

member of a work team involved in managing a strata community.

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
Legislative, ethical and procedural requirements relevant to strata community management services are identified. 
Fiduciary duties are identified and disclosed in strata community management agreement. 
Procedures for appointing and terminating the manager are identified and disclosed in strata community management agreement. 
Registration or licencing requirements with appropriate authorities are identified and complied with. 
Record management systems are maintained. 
Execution procedures for strata community management agreement are identified. 
Owners’ responsibilities and accountabilities are identified and disclosed in strata community management agreement. 
Fiduciary duties of strata community and its owners committee are identified and disclosed. 
Functions and obligations of strata managers and owners are detailed in strata community management agreement. 
Owners’ responsibilities, management fees and services are negotiated and agreed. 
Additional services are agreed according to strata community management agreement and budget allocations. 
Conflicts of interest are identified and disclosed. 
Strata community management agreement is reviewed to establish obligations, service and termination requirements. 
Delegations are identified. 
Strata community management agreement is agreed and entered in to according to legislative requirements. 
Record management system is maintained in relation to agreement. 
Obligations of strata manager and strata community are monitored and complied with. 
Agreement implementation processes and outcomes are reviewed. 
Recommendations for improving processes are identified. 
Report on implementation of strata community management agreement is prepared and distributed to strata community. 
Strata community management agreement is revised to take into account review outcomes. 
Legislative, contractual, ethical and procedural requirements relating to terminating strata community management agreement are identified. 
Procedures for handing over strata community records to new manager or owners committee are identified and implemented. 
Procedures for transfer of strata community funds to new manager or owners committee are identified and implemented. 

Forms

Assessment Cover Sheet

CPPDSM4034 - Negotiate and implement strata community management agreement
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

CPPDSM4034 - Negotiate and implement strata community management agreement

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: