Assessor Resource

CPPDSM5026
Manage a consultant property project team

Assessment tool

Version 1.0
Issue Date: April 2024


This unit of competency specifies the outcomes required to select and coordinate a consultancy team to complete property projects. It requires the ability to administer project contracts; select and appoint contractors; and monitor contractor compliance with contract requirements.

The unit supports the work of those involved in selecting and coordinating a consultancy team to complete property projects. It applies to real estate agents, strata community managers, stock and station agents, Nationwide House Energy Rating Scheme (NatHERS) assessors, and home sustainaibility assessors.

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 project requirements.

1.1.

Project specifications and other relevant documentation are obtained and analysed to establish project requirements.

1.2.

Consultative processes are used to negotiate and confirm contract requirements with relevant people.

1.3.

Project plan is developed and contingencies are planned to ensure contract requirements are met.

1.4.

Financial, physical and human resource requirements are identified and organised according to project plan.

1.5.

Draft documentation is reviewed to ensure accuracy and relevance of information, and disseminated to relevant people for feedback.

2.

Assess and select contractors.

2.1.

Project information is reviewed and assessed to determine selection process and types of contractors required.

2.2.

Selection criteria are developed according to project requirements, ensuring adherence to principles of value management.

2.3.

Selection processes are implemented in line with agreed timeframes.

2.4.

Contractor assessment, selection and appointment processes are conducted.

2.5.

Selection decision is based on evaluation of sufficient evidence against specified selection criteria to enable a judgement to be made on the best candidate.

3.

Monitor project.

3.1.

Project plan is monitored against contracts and work schedules to ensure completion within designated timeframes.

3.2.

Effective communication channels are used that facilitate regular and accurate communication flow and feedback with contractor.

3.3.

Expenditure and resource usage are monitored to ensure objectives are achieved within project budgetary parameters.

3.4.

Factors affecting achievement of scheduled work are identified, and variations to schedules are negotiated as required.

4.

Finalise project.

4.1.

Notification of completed project is received and checked against contract and work schedules.

4.2.

Inspection is arranged to confirm that project meets industry standards and contract and client requirements.

4.3.

Faults, errors and omissions are identified and prompt remedial action is arranged.

4.4.

Business equipment and technology are used to maintain relevant documentation securely.

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 select and manage a consultant project team to undertake a project in the property industry that involves one of the following activities:

creating an asset

fitting out a new or existing structure

modifying an existing structure

creating a new service

upgrading or modifying an existing service

developing a new business process

creating a new business product

improving a service to clients.

In doing the above, the person must:

establish contractor requirements through research of project specifications and consultation

apply knowledge of organisation’s practices, ethical standards and legislative requirements associated with selecting and coordinating a project consultancy team

prepare selection criteria and conduct a contractor selection process

monitor a project against the project plan

inspect a completed project to confirm it meets project plan requirements.

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

consultant project team roles and capabilities

consultative processes used in property-related projects

limitations of own work role, responsibilities and professional abilities in relation to managing consultant property project teams

principles of value management relating to managing a consultant property project team

processes for administering project contracts, including managing contract variations

processes for selecting and monitoring project teams

systems and procedures for project planning and scheduling

type and scope of property-related projects

types of contingencies in property-related projects

work health and safety (WHS) issues and requirements associated with managing consultant project teams.

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

equipment:

computer system with internet, email and printing facilities

specifications:

specialist advice on managing consultant project teams

tools for monitoring projects

workplace policies and procedures on project management

workplace policies and procedures on selecting and using consultant project teams

project specifications

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 project requirements.

1.1.

Project specifications and other relevant documentation are obtained and analysed to establish project requirements.

1.2.

Consultative processes are used to negotiate and confirm contract requirements with relevant people.

1.3.

Project plan is developed and contingencies are planned to ensure contract requirements are met.

1.4.

Financial, physical and human resource requirements are identified and organised according to project plan.

1.5.

Draft documentation is reviewed to ensure accuracy and relevance of information, and disseminated to relevant people for feedback.

2.

Assess and select contractors.

2.1.

Project information is reviewed and assessed to determine selection process and types of contractors required.

2.2.

Selection criteria are developed according to project requirements, ensuring adherence to principles of value management.

2.3.

Selection processes are implemented in line with agreed timeframes.

2.4.

Contractor assessment, selection and appointment processes are conducted.

2.5.

Selection decision is based on evaluation of sufficient evidence against specified selection criteria to enable a judgement to be made on the best candidate.

3.

Monitor project.

3.1.

Project plan is monitored against contracts and work schedules to ensure completion within designated timeframes.

3.2.

Effective communication channels are used that facilitate regular and accurate communication flow and feedback with contractor.

3.3.

Expenditure and resource usage are monitored to ensure objectives are achieved within project budgetary parameters.

3.4.

Factors affecting achievement of scheduled work are identified, and variations to schedules are negotiated as required.

4.

Finalise project.

4.1.

Notification of completed project is received and checked against contract and work schedules.

4.2.

Inspection is arranged to confirm that project meets industry standards and contract and client requirements.

4.3.

Faults, errors and omissions are identified and prompt remedial action is arranged.

4.4.

Business equipment and technology are used to maintain relevant documentation securely.

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.

Project requirements must include at least one of the following:

create a new business product

create a new service

create an asset

develop a new business process

fit out a new or existing structure

improve service to clients

modify an existing structure

upgrade or modify an existing service.

Principles of value management must include:

adherence to costing constraints

attention to detail

coordination of services

effective selection of contractor and ancillary workforce

minimisation of variations.

Selection processes must include at least one of the following:

compulsory competitive tender

direct appointment

interview

public tender

selective tender.

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 select and manage a consultant project team to undertake a project in the property industry that involves one of the following activities:

creating an asset

fitting out a new or existing structure

modifying an existing structure

creating a new service

upgrading or modifying an existing service

developing a new business process

creating a new business product

improving a service to clients.

In doing the above, the person must:

establish contractor requirements through research of project specifications and consultation

apply knowledge of organisation’s practices, ethical standards and legislative requirements associated with selecting and coordinating a project consultancy team

prepare selection criteria and conduct a contractor selection process

monitor a project against the project plan

inspect a completed project to confirm it meets project plan requirements.

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

consultant project team roles and capabilities

consultative processes used in property-related projects

limitations of own work role, responsibilities and professional abilities in relation to managing consultant property project teams

principles of value management relating to managing a consultant property project team

processes for administering project contracts, including managing contract variations

processes for selecting and monitoring project teams

systems and procedures for project planning and scheduling

type and scope of property-related projects

types of contingencies in property-related projects

work health and safety (WHS) issues and requirements associated with managing consultant project teams.

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

equipment:

computer system with internet, email and printing facilities

specifications:

specialist advice on managing consultant project teams

tools for monitoring projects

workplace policies and procedures on project management

workplace policies and procedures on selecting and using consultant project teams

project specifications

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
Project specifications and other relevant documentation are obtained and analysed to establish project requirements. 
Consultative processes are used to negotiate and confirm contract requirements with relevant people. 
Project plan is developed and contingencies are planned to ensure contract requirements are met. 
Financial, physical and human resource requirements are identified and organised according to project plan. 
Draft documentation is reviewed to ensure accuracy and relevance of information, and disseminated to relevant people for feedback. 
Project information is reviewed and assessed to determine selection process and types of contractors required. 
Selection criteria are developed according to project requirements, ensuring adherence to principles of value management. 
Selection processes are implemented in line with agreed timeframes. 
Contractor assessment, selection and appointment processes are conducted. 
Selection decision is based on evaluation of sufficient evidence against specified selection criteria to enable a judgement to be made on the best candidate. 
Project plan is monitored against contracts and work schedules to ensure completion within designated timeframes. 
Effective communication channels are used that facilitate regular and accurate communication flow and feedback with contractor. 
Expenditure and resource usage are monitored to ensure objectives are achieved within project budgetary parameters. 
Factors affecting achievement of scheduled work are identified, and variations to schedules are negotiated as required. 
Notification of completed project is received and checked against contract and work schedules. 
Inspection is arranged to confirm that project meets industry standards and contract and client requirements. 
Faults, errors and omissions are identified and prompt remedial action is arranged. 
Business equipment and technology are used to maintain relevant documentation securely. 

Forms

Assessment Cover Sheet

CPPDSM5026 - Manage a consultant property project team
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

CPPDSM5026 - Manage a consultant property project team

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: