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Elements and Performance Criteria

  1. Establish agreement requirements.
  2. Prepare agreement.
  3. Organise resources and support processes.
  4. Review and evaluate management agreement.

Required Skills

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

Required skills

analytical skills to interpret information assess risks and estimate costings and budget needs

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 review and evaluate agreements and 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

organisational skills to schedule and meet time lines and client requirements

planning skills to organise and document management agreement development processes

technical skills to prepare documentation

Required knowledge and understanding

administration of property usage plans

building codes and relevant Australian standards

contract law with regard to property use

lease rights and responsibilities

limitations of work role responsibility and professional abilities

monitoring and evaluation systems

OHS issues and requirements

organisational and professional procedures

ethical practices and business standards

project management concepts and principles

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

antidiscrimination

consumer protection

environmental issues

equal employment opportunity EEO

financial probity

franchise and business structures

industrial relations

OHS

privacy

property sales leasing and management

risk analysis techniques

risk management associated with property use

Evidence Required

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 establishing and coordinating a stratacommunity management agreement Targeted written including alternative formats where necessary or verbal questioning to assess the candidates underpinning knowledge would provide additional supporting evidence of competence The demonstration and questioning would include collecting evidence of the candidates 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

consulting with relevant people conducting a risk analysis and interpreting sourced information to establish accurate management agreement requirements

organising appropriate resources and support processes according to budget parameters

knowledge of organisations practices ethical standards and legislative requirements associated with establishing and coordinating a stratacommunity management agreement

preparing a management agreement within required timeframes incorporating strategies that address risk management insurance coverage and resource requirements

using evaluation techniques to review project processes and implementing recommendations for improvement

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 andor 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 persons 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 RCCRPL 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 projectbased 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


Range Statement

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.

Relevant people may include:

clients

consumers

government personnel

legal representatives

management and colleagues

members of industry associations.

Clients may include:

agents or third parties for owners

in-house staff and office contractors

owner corporations, body corporate and community title groups

potential and existing owners

prospective and existing tenants

strata companies.

Organisational requirements may be outlined and reflected in:

access and equity principles and practice guidelines

agency policies and 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

sales, marketing and leasing management procedure manuals.

Legislative requirements may be outlined and reflected in:

Australian Securities and Investments Commission, Australian Competition and Consumer Commission, Foreign Investment Review Board requirements

Australian standards

federal and state taxation requirements

consumer protection laws and guidelines

court and tribunal precedents

environmental and zoning laws affecting access security, access and property use

freedom of information

home building requirements

licensing requirements

privacy and confidentiality requirements and laws applying to owners, contractors and tenants

public health

quality assurance and certification requirements

relevant common law

relevant federal, and state or territory legislation and regulations affecting 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

relevant local government policies and regulations

strata, community and company titles

tenancy agreements

trade practices laws and guidelines.

Analysis may include:

computer modelling

examination of cash flows and other financial projections

examination of collected data

quantitative and qualitative analysis

probability analysis

time series recognition.

Risks may relate to:

changes to regulations and legislation

client and staff satisfaction

competition

emergencies and disasters

fire and security

health and safety

market influences

physical, financial or human resources

project control and cash flow

suppliers and contractors

time and budget constraints.

Industry benchmarks may include:

discounted cash flow

employment rates

industry association performance index

inflation rate

internal rate of return

life cycle costing

published vacancy factors

tenancy mix.

Negotiated refers to negotiation techniques that should include:

clearly presenting options and consequences

control of tone of voice and body language

demonstrating flexibility and willingness to negotiate

using positive, confident and cooperative language

using language and concepts appropriate to the people involved

using strategic questioning and listening to gather information and direct the focus of people involved

using summaries of positions and agreements to move understanding.

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

initial snapshot of the major risks and current grading

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

process that will be used to identify, analyse and manage risks, both initially and throughout the life of the project

who will be responsible for which aspects of risk management.

Communication channels may include:

direct line supervision paths

lateral supervision paths

organisational communication protocols and procedures

organisational networks.

Specialist advice may be sought from:

architects

government officials

management

planners

real estate agents

solicitors

technical experts

valuers.

Communication techniques may include:

active listening

clear presentation of options

consultation methods

culturally inclusive and sensitive engagement techniques

questioning to clarify and confirm understanding

seeking feedback

two-way interaction

using language and concepts appropriate to cultural differences

verbal or non-verbal language.

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.

Business equipment and technology may include:

data storage devices

email

facsimile machines

internet, extranet and intranet

photocopiers

printers

scanners

software applications, such as databases and word applications

work computers.

Feedback may include:

formal and informal discussions, reviews and evaluations with:

existing and previous clients

peers, colleagues and managers

information provided by others involved in a professional capacity, both internal and external to the organisation.