Assessor Resource

CPPDSM5023A
Implement facilities management plan

Assessment tool

Version 1.0
Issue Date: May 2024


This unit of competency supports the work of those involved in implementing a facilities management plan.

This unit of competency specifies the outcomes required to implement a facilities management plan. It requires the ability to establish implementation activities and priorities, and schedule and monitor support processes to ensure effective and quality implementation processes.

The unit may form part of the licensing requirements for persons working in the property industry, including in the real estate, business broking, stock and station agency and property operations and development sectors, in those States and Territories where these are regulated activities.

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

Prerequisites

Nil


Employability Skills

The required outcomes described in this unit of competency contain applicable facets of employability skills. The Employability Skills Summary of the qualification in which this unit of competency is packaged, will assist in identifying employability skills requirements.




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

Overview of assessment

This unit of competency could be assessed through practical demonstration of implementing a facilities management plan. Targeted written (including alternative formats where necessary) or verbal questioning to assess the candidate's underpinning knowledge would provide additional supporting evidence of competence. The demonstration and questioning would include collecting evidence of the candidate's knowledge and application of ethical standards and relevant federal, and state or territory legislation and regulations. This assessment may be carried out in a simulated or workplace environment.

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:

analysing risks and developing a plan to manage and control risks associated with the implementation of the facilities management plan

evaluating the implementation of the facilities management plan through consultation and preparing systematic progress reports

knowledge of organisation's practices, ethical standards and legislative requirements associated with implementing a facilities management plan

organising resources and developing checklists to assist in the implementation of the facilities management plan

preparing a detailed implementation plan that incorporates strategies addressing risk management, resource needs, monitoring and reporting arrangements and quality assurance controls.

Context of and specific resources for assessment

Resource implications for assessment include:

a registered provider of assessment services

assessment materials and tools

candidate special requirements

competency standards

cost and time considerations

suitable assessment venue and equipment

workplace documentation.

Where applicable, physical resources should include equipment modified for people with disabilities.

Access must be provided to appropriate learning and/or assessment support when required.

Assessment processes and techniques must be culturally appropriate, and appropriate to the language and literacy capacity of the candidate and the work being performed.

Validity and sufficiency of evidence require 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 of competence only taken at the point when the assessor has complete confidence in the person's competence

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

where assessment is for the purpose of recognition (RCC/RPL), the evidence provided will need to be current and show that it represents competency demonstrated over a period of time

assessment can be through simulated project-based activity and must include evidence relating to each of the elements in this unit.

In all cases activity and must include evidence relating to each of the where practical assessment is used it will be combined with targeted questioning to assess the underpinning knowledge. Questioning will be undertaken in such a manner as is appropriate to the language and literacy levels of the candidate and any cultural issues that may affect responses to the questions, and will reflect the requirements of the competency and the work being performed.


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.

This section describes the essential skills and knowledge and their level, required for this unit.

Required skills:

analytical skills to interpret documentation and estimate resource and time requirements

communication skills to negotiate and consult with relevant people

computing skills to access the internet and web pages, prepare and complete online forms, lodge electronic documents and search online databases

interpersonal skills to relate to people from a range of social, cultural and ethnic backgrounds and varying physical and mental abilities

literacy skills to interpret written and oral information

leadership skills to take a leading role in a variety of situations, motivate people and pursue new challenges and opportunities

planning skills to sequence project activities logically, plan and document strategies to implement plans, set goals and meet time constraints

problem solving skills to identify potential barriers to implementation strategies, analyse risks and establish contingencies

technology skills to calculate resources, process information and use project planning and scheduling software.

Required knowledge and understanding:

building services and operation methods and practices

continuous improvement processes

industry performance benchmarks, including use and application of value analysis and benchmarking techniques

organisational and professional procedures, ethical practices and business standards

organisational quality systems, such as strategic planning processes and recording systems

project management concepts and principles

relevant federal and state or territory legislation and local government regulations related to:

anti-discrimination

consumer protection

environmental issues

equal employment opportunity (EEO)

financial probity

franchise and business structures

industrial relations

OHS

privacy

property sales, leasing and management.

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 in the performance criteria is detailed below. Add any 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.

Facilities may include:

car parking

child care centres

community facilities

educational facilities

meeting places

offices

recreational facilities

security facilities

sport and recreation venues.

Facilities management plan may outline areas such as:

building and engineering maintenance, cleaning services, security and landscape maintenance

buildings, minor works, site works and landscaping planning guidelines

control of traffic and parking

environment plans

funding strategies

infrastructure for and supply of utilities such as energy, water and sewerage

life cycle management plans

long-term capital and maintenance financial forecasts

performance benchmarking recommendations and measurement processes

quality standards for furniture

risk management processes.

Relevant people may include:

colleagues

emergency personnel

engineers and technicians

financial institutions

legal representatives

members of industry associations

OHS representatives

subcontractors

technical experts

tenants.

Organisational requirements may be outlined and reflected in:

access and equity principles and practice guidelines

business and performance plans

complaint and dispute resolution procedures

goals, objectives, plans, systems and processes

legal and ethical requirements and codes of practice

mission statements and strategic plans

OHS policies, procedures and programs

policies and procedures in relation to client service

quality and continuous improvement processes and standards

quality assurance and procedure manuals.

Implementation plan may include:

formal structure against which progress can be evaluated

acquisition strategies

budgets and timetables that enable the commitment of resources at appropriate points

consultation strategies to involve stakeholders

contingency plans to cater for changes or significant difficulties

objectives, scope and expected benefits of plan

quality assurance procedures

specifications

transition plans.

Risk management plan may describe:

how often risks will be reviewed, the process for review and who will be involved

how risk status will be reported and to whom

planned strategies for reducing likelihood and seriousness of each risk (mitigation strategies) and who will be responsible for implementing them

processes used to identify, analyse and manage risks

initial snapshot of the major risks and current grading

who will be responsible for which aspects of risk management.

Legislative requirements may be outlined and reflected in:

Australian standards

general duty of care to clients

home building requirements

privacy requirements

relevant federal, and state or territory legislation that affects organisational operation, including:

anti-discrimination and diversity

environmental issues

EEO

industrial relations

OHS

relevant industry codes of practice covering the market sector and industry, financial transactions, taxation, environment, construction, land use, native title, zoning, utilities use (water, gas and electricity), and contract or common law

strata, community and company titles

tenancy agreements

trade practices laws and guidelines.

Resources may relate to:

communication protocols

contractors

equipment

feedback processes

materials

planning documents

specialist advice

technicians

training.

Targets and milestones may include:

agreed reporting requirements

completion of key tasks and project phases

measurement and achievement of set outcomes

progress reports.

Documentation may include information relating to:

budgets and operating costs

company services

current and planned developments

legal documentation

management policy and procedures

master plans

property leases, plans or contracts

service and maintenance records

sub-plans, such as environment, human resource management and marketing plans.

Communication channels may include:

direct line supervision paths

lateral supervision paths

organisational communication protocols and procedures

organisational networks.

Contingencies may include:

budget constraints

building delays

competing work demands of contractor

environmental factors, such as time and weather

industrial disputes

non-availability of resources and materials

public holidays and shut-down periods

equipment and technology breakdown

unforeseen incidents

workplace hazards, risks and controls.

Coaching and mentoring assistance may include:

fair and ethical practices

non-discriminatory processes and activities

presenting and promoting a positive image of the collective group

problem solving

providing encouragement

providing feedback to another team member

respecting the contribution of all participants and giving credit for achievements.

Evaluation methods could be qualitative or quantitative and may include:

checklists

cost data analysis

expert and peer review

interviews

observation

questionnaires

review of quality assurance data.

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
Facilities management plan is interpreted to establish implementation activities and priorities in consultation with relevant people according to organisational requirements. 
Implementation plan incorporating strategies, objectives and time lines for implementation is negotiated and agreed in consultation with relevant people. 
Monitoring and reporting arrangements for implementation activities are established and documented in line with organisational procedures. 
Risk management plan to identify, assess and control risks is incorporated into implementation plan according to organisational and legislative requirements. 
Resource requirements are determined and organised according to implementation plan and organisational requirements. 
Targets and milestones are identified and linked to the achievement of outcomes according to implementation plan. 
Documentation and checklists associated with implementation of the facilities management plan are prepared in established formats and distributed to relevant people. 
Information related to the implementation of the asset management plan is distributed using established communication channels. 
Contingency arrangements for the implementation of the facilities management plan are identified and activities planned to maximise quality outcomes. 
Progress is systematically monitored and variations to implementation of facilities management plan are verified as required with relevant people. 
Expenditure and resource usage are monitored and controlled to ensure objectives are achieved within specified parameters. 
Coaching and mentoringassistance is provided to colleagues as required to overcome difficulties throughout implementation process. 
Systems, records and reporting procedures are maintained according to organisational and legislative requirements. 
Regular reports on progress and outcomes are provided to relevant people to ensure completion of activities is in line with implementation plan. 
Systematic review processes and established evaluation methods are identified and used to evaluate implementation processes and outcomes. 
Evaluation results are prepared in the required format, style and structure and presented to relevant people within agreed timeframes. 
Recommendations for improving implementation processes are presented to relevant people according to organisational requirements. 
Relevant documentation is completed and processed according to legislative and organisational procedures. 

Forms

Assessment Cover Sheet

CPPDSM5023A - Implement facilities management plan
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

CPPDSM5023A - Implement facilities management plan

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

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Overall assessment result: Competent Not yet competent

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