Assessor Resource

CPPDSM4074
Select and appoint contractors in the property industry

Assessment tool

Version 1.0
Issue Date: April 2024


This unit of competency specifies the outcomes required to coordinate contractor requirements for a variety of projects in the property industry. It requires the ability to administer contracts and coordinate the selection and monitoring of contractor arrangements.

The unit supports the work of those involved in coordinating contractor requirements for a variety of projects in the property industry. It applies to real estate agents, property managers, strata managers and facility 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 selection requirements.

1.1.

Selection purpose and context are identified to determine selection requirements.

1.2.

Selection information is gathered to assist in identifying selection process and types of contractors required.

1.3.

Draft selection documentation is prepared.

1.4.

Selection processes and timelines are established that make efficient use of time and resources.

2.

Arrange selection process.

2.1.

Individuals involved in the selection process are nominated and organised.

2.2.

Selection criteria are prepared.

2.3.

Selection process and criteria are checked for compliance with organisational and legislative requirements.

2.4.

Business equipment and technology are used to gather and organise evidence in a format suitable for analysis and interpretation.

3.

Select contractors.

3.1.

Selection process is conducted.

3.2.

Information obtained from each contractor is judged against specified selection criteria.

3.3.

Contractor preferences, needs and expectations are clarified and addressed using appropriate consultative processes.

3.4.

Selection decision is made based on selection criteria and evaluation of sufficient evidence to enable a judgement of best candidate.

3.5.

Own limitations in interpreting selection criteria or making selection decision are identified and appropriate support is sought as required.

4.

Record and report selection results.

4.1.

Selection decisions are recorded and reported.

4.2.

Clear and constructive feedback is provided to candidates regarding outcomes of selection process, and guidance on future options.

4.3.

Relevant documentation is completed and processed.

4.4.

Selection process is reviewed against established criteria to improve and modify future assessment practices.

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 also coordinate contractor requirements, including selecting and appointing the contractor, for two different tasks in a property industry context.

In doing the above, the person must:

complete selection of contractors, including reviewing criteria and reporting recommendations

evaluate and select contractors using appropriate selection criteria and communication techniques

determine contractor requirements through research and consultation

apply knowledge of organisation’s practices, ethical standards and legislative requirements associated with coordinating contractor requirements for a variety of projects

prepare selection schedule and criteria, and arrange people to be involved in the selection process.

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

contract law relating to engaging contractors

contractor fees and payments

contractor types, roles and capabilities

insurance requirements for contractors

intellectual property rights and contractors

limitations of own work role, responsibilities and professional abilities relating to engaging contractors

professional indemnity for contractors

key requirements of federal and state or territory legislation and local government regulations relating to engaging contractors

selection processes and selection criteria for contractors

techniques for monitoring contractor performance.

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

equipment:

computer system with internet, email and printing facilities

specifications:

organisational plans, policies and procedures for engaging contractors

organisational templates for use in selecting and appointing contractors

specifications for work to be performed or service to be provided by contractor

supervisor:

member of a work team in a property industry context.

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 selection requirements.

1.1.

Selection purpose and context are identified to determine selection requirements.

1.2.

Selection information is gathered to assist in identifying selection process and types of contractors required.

1.3.

Draft selection documentation is prepared.

1.4.

Selection processes and timelines are established that make efficient use of time and resources.

2.

Arrange selection process.

2.1.

Individuals involved in the selection process are nominated and organised.

2.2.

Selection criteria are prepared.

2.3.

Selection process and criteria are checked for compliance with organisational and legislative requirements.

2.4.

Business equipment and technology are used to gather and organise evidence in a format suitable for analysis and interpretation.

3.

Select contractors.

3.1.

Selection process is conducted.

3.2.

Information obtained from each contractor is judged against specified selection criteria.

3.3.

Contractor preferences, needs and expectations are clarified and addressed using appropriate consultative processes.

3.4.

Selection decision is made based on selection criteria and evaluation of sufficient evidence to enable a judgement of best candidate.

3.5.

Own limitations in interpreting selection criteria or making selection decision are identified and appropriate support is sought as required.

4.

Record and report selection results.

4.1.

Selection decisions are recorded and reported.

4.2.

Clear and constructive feedback is provided to candidates regarding outcomes of selection process, and guidance on future options.

4.3.

Relevant documentation is completed and processed.

4.4.

Selection process is reviewed against established criteria to improve and modify future assessment practices.

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.

Selection process must include at least two of the following:

competitive tendering

direct order

request for proposal

request for quotation

restricted tendering

select tendering.

Contractors must include at least three of the following:

business advisers

information technology

professional advisers

property advisers

technicians

tradespeople.

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 also coordinate contractor requirements, including selecting and appointing the contractor, for two different tasks in a property industry context.

In doing the above, the person must:

complete selection of contractors, including reviewing criteria and reporting recommendations

evaluate and select contractors using appropriate selection criteria and communication techniques

determine contractor requirements through research and consultation

apply knowledge of organisation’s practices, ethical standards and legislative requirements associated with coordinating contractor requirements for a variety of projects

prepare selection schedule and criteria, and arrange people to be involved in the selection process.

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

contract law relating to engaging contractors

contractor fees and payments

contractor types, roles and capabilities

insurance requirements for contractors

intellectual property rights and contractors

limitations of own work role, responsibilities and professional abilities relating to engaging contractors

professional indemnity for contractors

key requirements of federal and state or territory legislation and local government regulations relating to engaging contractors

selection processes and selection criteria for contractors

techniques for monitoring contractor performance.

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

equipment:

computer system with internet, email and printing facilities

specifications:

organisational plans, policies and procedures for engaging contractors

organisational templates for use in selecting and appointing contractors

specifications for work to be performed or service to be provided by contractor

supervisor:

member of a work team in a property industry context.

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
Selection purpose and context are identified to determine selection requirements. 
Selection information is gathered to assist in identifying selection process and types of contractors required. 
Draft selection documentation is prepared. 
Selection processes and timelines are established that make efficient use of time and resources. 
Individuals involved in the selection process are nominated and organised. 
Selection criteria are prepared. 
Selection process and criteria are checked for compliance with organisational and legislative requirements. 
Business equipment and technology are used to gather and organise evidence in a format suitable for analysis and interpretation. 
Selection process is conducted. 
Information obtained from each contractor is judged against specified selection criteria. 
Contractor preferences, needs and expectations are clarified and addressed using appropriate consultative processes. 
Selection decision is made based on selection criteria and evaluation of sufficient evidence to enable a judgement of best candidate. 
Own limitations in interpreting selection criteria or making selection decision are identified and appropriate support is sought as required. 
Selection decisions are recorded and reported. 
Clear and constructive feedback is provided to candidates regarding outcomes of selection process, and guidance on future options. 
Relevant documentation is completed and processed. 
Selection process is reviewed against established criteria to improve and modify future assessment practices. 

Forms

Assessment Cover Sheet

CPPDSM4074 - Select and appoint contractors 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:

Date:

Assessment Record Sheet

CPPDSM4074 - Select and appoint contractors 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: