Assessor Resource

CPPDSM4087
Facilitate operation of owners committee

Assessment tool

Version 1.0
Issue Date: March 2024


This unit of competency specifies the outcomes required to facilitate the effective operation of owners committees in strata communities. It includes establishing the legislative and governance requirements for owners committees, facilitating the establishment of owners committees, and supporting owners committees in managing strata communities.

The unit supports the work of those involved in forming and supporting the ongoing function of owners committees. 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.

Establish legislative and governance requirements of owners committee.

1.1.

Legislative requirements governing establishment, appointment, operation and removal of owners committee are researched and identified.

1.2.

Duties and good governance principles for committee are researched and identified.

2.

Facilitate establishment of owners committee.

2.1.

Support is provided to strata community to appoint and/or remove members of owners committee in line with legislative requirements.

2.2.

Support is provided to strata community to implement procedures governing operation of committee.

2.3.

Relationship between owners committee and strata manager is identified, documented in strata community management agreement, and communicated to strata community.

2.4.

Procedures for delegating duties, powers and functions of owners committee are identified and resolved by strata community.

2.5.

Appointment of owners committee is confirmed by strata community.

2.6.

Roles and responsibilities of owners committee are identified, documented and communicated to committee members.

3.

Support owners committee to manage strata communities.

3.1.

Owners’ committee is supported in establishing procedures for overseeing the management and governance of the strata community in line with the strata community management agreement.

3.2.

Fiduciary duties of owners committee is clarified and accepted by the committee.

3.3.

Meeting and voting legislated obligations, as well as best practice protocols, are developed and documented with and for owners committee.

3.4.

Support is provided to owners committee members to take management responsibility for the strata community and to assist each other in undertaking required roles and responsibilities.

3.5.

Owners’ committee is assisted on an ongoing basis to ensure that legal, administrative and maintenance requirements of the strata community are monitored and met.

3.6.

Owners’ committee is given support to identify and resolve problems associated with managing the strata community.

3.7.

Professional advice is sourced and communicated to owners committee to inform decision making as required.

3.8.

Owners’ committee is given support to create reporting to annual general meeting.

3.9.

Professional and ethical relationships, based on trust and open communication, are fostered between strata managers and owners committee.

3.10.

Communication and team building strategies are applied to develop commitment and cooperation between members of owners committee.

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 support one owners committee to manage a strata community, in which the work must involve:

establishing legislative requirements for the owners committee

facilitating the establishment of the committee

supporting the committee in administering the strata community.

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

legislative requirements governing the establishment and operation of owners committees

principles and techniques associated with:

delegation

effective communication

goal setting

group dynamics and processes

problem solving

planning

owners committee:

membership

roles and responsibilities.

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

equipment:

computer system with internet, email and printing facilities

physical conditions:

owners committee in a strata community

specifications:

organisational policies and procedures relating to services provided by strata managers

relevant codes, standards, legislation and regulations relating to managing strata communities

relationship with team members and 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.

Establish legislative and governance requirements of owners committee.

1.1.

Legislative requirements governing establishment, appointment, operation and removal of owners committee are researched and identified.

1.2.

Duties and good governance principles for committee are researched and identified.

2.

Facilitate establishment of owners committee.

2.1.

Support is provided to strata community to appoint and/or remove members of owners committee in line with legislative requirements.

2.2.

Support is provided to strata community to implement procedures governing operation of committee.

2.3.

Relationship between owners committee and strata manager is identified, documented in strata community management agreement, and communicated to strata community.

2.4.

Procedures for delegating duties, powers and functions of owners committee are identified and resolved by strata community.

2.5.

Appointment of owners committee is confirmed by strata community.

2.6.

Roles and responsibilities of owners committee are identified, documented and communicated to committee members.

3.

Support owners committee to manage strata communities.

3.1.

Owners’ committee is supported in establishing procedures for overseeing the management and governance of the strata community in line with the strata community management agreement.

3.2.

Fiduciary duties of owners committee is clarified and accepted by the committee.

3.3.

Meeting and voting legislated obligations, as well as best practice protocols, are developed and documented with and for owners committee.

3.4.

Support is provided to owners committee members to take management responsibility for the strata community and to assist each other in undertaking required roles and responsibilities.

3.5.

Owners’ committee is assisted on an ongoing basis to ensure that legal, administrative and maintenance requirements of the strata community are monitored and met.

3.6.

Owners’ committee is given support to identify and resolve problems associated with managing the strata community.

3.7.

Professional advice is sourced and communicated to owners committee to inform decision making as required.

3.8.

Owners’ committee is given support to create reporting to annual general meeting.

3.9.

Professional and ethical relationships, based on trust and open communication, are fostered between strata managers and owners committee.

3.10.

Communication and team building strategies are applied to develop commitment and cooperation between members of owners committee.

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.

Delegating duties, powers and functions must include at least three of the following:

arranging and undertaking administrative duties in relation to annual general meetings and any other general meetings

arranging building inspections and reports

arranging insurance cover

effecting repairs to and maintaining common property, or engaging tradespeople to do so

holding documents and maintaining records

managing the sinking fund and the administrative fund

paying accounts

paying disbursements and expenses incurred in connection with the strata manager’s management of the strata community

representing the person on behalf of whom the strata manager is acting in tribunal or court proceedings

serving notices to comply with a by-law

undertaking steps necessary to recover any money owing in relation to levies

undertaking the financial management of funds and books of account.

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 support one owners committee to manage a strata community, in which the work must involve:

establishing legislative requirements for the owners committee

facilitating the establishment of the committee

supporting the committee in administering the strata community.

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

legislative requirements governing the establishment and operation of owners committees

principles and techniques associated with:

delegation

effective communication

goal setting

group dynamics and processes

problem solving

planning

owners committee:

membership

roles and responsibilities.

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

equipment:

computer system with internet, email and printing facilities

physical conditions:

owners committee in a strata community

specifications:

organisational policies and procedures relating to services provided by strata managers

relevant codes, standards, legislation and regulations relating to managing strata communities

relationship with team members and 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
Legislative requirements governing establishment, appointment, operation and removal of owners committee are researched and identified. 
Duties and good governance principles for committee are researched and identified. 
Support is provided to strata community to appoint and/or remove members of owners committee in line with legislative requirements. 
Support is provided to strata community to implement procedures governing operation of committee. 
Relationship between owners committee and strata manager is identified, documented in strata community management agreement, and communicated to strata community. 
Procedures for delegating duties, powers and functions of owners committee are identified and resolved by strata community. 
Appointment of owners committee is confirmed by strata community. 
Roles and responsibilities of owners committee are identified, documented and communicated to committee members. 
Owners’ committee is supported in establishing procedures for overseeing the management and governance of the strata community in line with the strata community management agreement. 
Fiduciary duties of owners committee is clarified and accepted by the committee. 
Meeting and voting legislated obligations, as well as best practice protocols, are developed and documented with and for owners committee. 
Support is provided to owners committee members to take management responsibility for the strata community and to assist each other in undertaking required roles and responsibilities. 
Owners’ committee is assisted on an ongoing basis to ensure that legal, administrative and maintenance requirements of the strata community are monitored and met. 
Owners’ committee is given support to identify and resolve problems associated with managing the strata community. 
Professional advice is sourced and communicated to owners committee to inform decision making as required. 
Owners’ committee is given support to create reporting to annual general meeting. 
Professional and ethical relationships, based on trust and open communication, are fostered between strata managers and owners committee. 
Communication and team building strategies are applied to develop commitment and cooperation between members of owners committee. 

Forms

Assessment Cover Sheet

CPPDSM4087 - Facilitate operation of owners committee
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

CPPDSM4087 - Facilitate operation of owners committee

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: