Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

CPPDSM4063 Mapping and Delivery Guide
Participate in developing and establishing property or facility contracts

Version 1.0
Issue Date: March 2024


Qualification -
Unit of Competency CPPDSM4063 - Participate in developing and establishing property or facility contracts
Description
Employability Skills
Learning Outcomes and Application This unit of competency specifies the outcomes required to participate in developing standard contracts for routine matters relating to property operations. It requires the ability to accurately determine and comply with contract specifications and guidelines, and to prepare and finalise contract documentation.The unit supports the work of those involved in developing and establishing contracts relating to property operations. It applies to real estate agents, property managers, strata managers, Nationwide House Energy Rating Scheme (NatHERS) assessors, home sustainability assessors 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.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.

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

equipment:

computer system with internet, email and printing facilities

specifications:

organisational policies and procedures relating to contract preparation and finalisation

organisational templates for contracts

physical conditions:

sources of specialist advice on property-related contracts

specifications:

specifications for standard contracts relating to property operations

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.

Prerequisites/co-requisites
Competency Field Strata community management
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities
Slides
PPT
Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Determine contract requirements.
  • Contract requirements are reviewed and agreed.
  • Consultative processes are used to negotiate and confirm contract specifications.
  • Information is sourced and assessed for currency, accuracy and relevance.
  • Own limitations in assessing contract requirements are identified and assistance is sought as required.
       
Element: Prepare contract for routine services.
  • Contract is prepared according to contract specifications and in required format, style and structure, using business equipment and technology.
  • Advice is sought to confirm that contract captures and addresses identified risks, protects contracted parties, and provides basis for due performance.
  • Contract is distributed to contract parties to check accuracy of information and that contract specifications and requirements are clearly addressed.
  • Situations requiring specialist advice are identified and assistance is sought as required.
       
Element: Finalise contract.
  • Feedback on suitability of contract is sought from contract parties and their advisers, and recommended improvements are incorporated into contract where appropriate.
  • Gaps or deficiencies are identified and appropriate actions implemented.
  • Contract is finalised.
  • Information is securely maintained with due regard to client confidentiality.
       


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 contract requirements.

1.1.

Contract requirements are reviewed and agreed.

1.2.

Consultative processes are used to negotiate and confirm contract specifications.

1.3.

Information is sourced and assessed for currency, accuracy and relevance.

1.4.

Own limitations in assessing contract requirements are identified and assistance is sought as required.

2.

Prepare contract for routine services.

2.1.

Contract is prepared according to contract specifications and in required format, style and structure, using business equipment and technology.

2.2.

Advice is sought to confirm that contract captures and addresses identified risks, protects contracted parties, and provides basis for due performance.

2.3.

Contract is distributed to contract parties to check accuracy of information and that contract specifications and requirements are clearly addressed.

2.4.

Situations requiring specialist advice are identified and assistance is sought as required.

3.

Finalise contract.

3.1.

Feedback on suitability of contract is sought from contract parties and their advisers, and recommended improvements are incorporated into contract where appropriate.

3.2.

Gaps or deficiencies are identified and appropriate actions implemented.

3.3.

Contract is finalised.

3.4.

Information is securely maintained with due regard to client confidentiality.

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 participate in developing two standard contracts relating to one of the following operations:

routine property operation

strata community or facility management operation

property maintenance operation.

In doing the above, the person must:

finalise contract within agreed timeframes using obtained feedback to rectify gaps or deficiencies

apply knowledge of organisation’s practices, ethical standards and legislative requirements associated with developing contract

seek advice as required to confirm contract specifications have been addressed

use business equipment and technology to prepare contract documentation

use consultative processes to review and confirm contract requirements and specifications.

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

contract layout, format and presentation methods

limitations of own work role, responsibilities and professional abilities

principles of contract law with regard to property use and management

key requirements of federal, and state or territory legislation and local government regulations relating to contracts, including:

anti-discrimination

consumer protection

privacy

property sales, leasing and management

strata community management

work health and safety (WHS).


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, 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 contract requirements.

1.1.

Contract requirements are reviewed and agreed.

1.2.

Consultative processes are used to negotiate and confirm contract specifications.

1.3.

Information is sourced and assessed for currency, accuracy and relevance.

1.4.

Own limitations in assessing contract requirements are identified and assistance is sought as required.

2.

Prepare contract for routine services.

2.1.

Contract is prepared according to contract specifications and in required format, style and structure, using business equipment and technology.

2.2.

Advice is sought to confirm that contract captures and addresses identified risks, protects contracted parties, and provides basis for due performance.

2.3.

Contract is distributed to contract parties to check accuracy of information and that contract specifications and requirements are clearly addressed.

2.4.

Situations requiring specialist advice are identified and assistance is sought as required.

3.

Finalise contract.

3.1.

Feedback on suitability of contract is sought from contract parties and their advisers, and recommended improvements are incorporated into contract where appropriate.

3.2.

Gaps or deficiencies are identified and appropriate actions implemented.

3.3.

Contract is finalised.

3.4.

Information is securely maintained with due regard to client confidentiality.

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.

Contract requirements must include at least one of the following:

facility management

property management

property-related maintenance operations

strata community management.

Risks must include at least four of the following:

changes to regulations and legislation

client and staff satisfaction

competition

emergencies and disasters

failure of a contracted party to comply with contract terms and conditions

fire and security

health and safety

loopholes in contracts

market influences

physical, financial or human resources

project control and cash flow

suppliers and contractors

time constraints.

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
Contract requirements are reviewed and agreed. 
Consultative processes are used to negotiate and confirm contract specifications. 
Information is sourced and assessed for currency, accuracy and relevance. 
Own limitations in assessing contract requirements are identified and assistance is sought as required. 
Contract is prepared according to contract specifications and in required format, style and structure, using business equipment and technology. 
Advice is sought to confirm that contract captures and addresses identified risks, protects contracted parties, and provides basis for due performance. 
Contract is distributed to contract parties to check accuracy of information and that contract specifications and requirements are clearly addressed. 
Situations requiring specialist advice are identified and assistance is sought as required. 
Feedback on suitability of contract is sought from contract parties and their advisers, and recommended improvements are incorporated into contract where appropriate. 
Gaps or deficiencies are identified and appropriate actions implemented. 
Contract is finalised. 
Information is securely maintained with due regard to client confidentiality. 

Forms

Assessment Cover Sheet

CPPDSM4063 - Participate in developing and establishing property or facility contracts
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

CPPDSM4063 - Participate in developing and establishing property or facility contracts

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: