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

CPPDSM4063A Mapping and Delivery Guide
Participate in developing and establishing property or facilities contracts

Version 1.0
Issue Date: March 2024


Qualification -
Unit of Competency CPPDSM4063A - Participate in developing and establishing property or facilities contracts
Description This unit of competency specifies the outcomes required to participate in the development of contracts for property or facility management and maintenance operations. It requires the ability to determine accurately and comply with contract specifications and guidelines, and to prepare and finalise contract documentation.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.
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.
Learning Outcomes and Application This unit of competency supports the work of those involved in the development and establishment of contracts for property or facility management and maintenance operations.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites Nil
Competency Field Property operations and development
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 according to client, organisational and legislative requirements.
  • Consultative processes are used to negotiate and confirm contract specifications with relevant people.
  • Information is sourced and assessed for currency, accuracy and relevance according to organisational requirements.
  • Reliable methods for gathering information are used according to organisational requirements, making efficient use of time and resources.
  • Personal limitations in assessing contract requirements are identified and assistance is sought as required from relevant people.
       
Element: Prepare contract.
  • Contract is prepared according to contract specifications and in consultation with relevant people using appropriate communication techniques.
  • Business equipment and technology are used to prepare contract in the required format, style and structure according to applicable OHS requirements.
  • Advice is sought to confirm that contract captures and addresses identified risks and protection of contracted parties, and provides basis for due performance.
  • Contract is distributed to relevant people 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 according to organisational requirements.
       
Element: Finalise contract.
  • Feedback on suitability of contract is sought from relevant people and recommended improvements are incorporated into contract where appropriate.
  • Gaps or deficiencies are identified and appropriate actions implemented according to client, organisational and legislative requirements.
  • Contract is finalised within agreed timeframes and according to client, organisational and legislative requirements.
  • Information is securely maintained with due regard to client confidentiality according to legislative and organisational 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 participating in the development of contracts for property or facility management and maintenance operations. 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:

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

knowledge of organisation's practices, ethical standards and legislative requirements associated with developing contracts for property or facility management and maintenance operations

seeking advice as required to confirm contract specifications have been addressed

using business equipment and technology to prepare contract documentation

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

Context of and specific resources for assessment

Resource implications for assessment include:

access to suitable simulated or real opportunities and resources to demonstrate competence

assessment instruments that may include personal planner and assessment record book

access to a registered provider of assessment services.

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 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, 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.

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

Required skills:

analytical skills to evaluate sufficiency of contract and interpret contract requirements

communication skills to discuss and confirm contract specifications, obtain feedback and interpret written and oral information

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

organisational skills to organise work schedules and time lines

technical skills to prepare contract documentation.

Required knowledge and understanding:

contract layout, format and presentation methods

contract law with regard to property use

limitations of work role, responsibility and professional abilities

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

anti-discrimination

consumer protection

contracts

environmental issues

equal employment opportunity (EEO)

financial probity

franchise and business structures

industrial relations

OHS

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.

Clients may include:

building supervisors

company management

fund managers

government and legal instruments or agencies

institutions

internal and external property groups

owner-occupiers

private investors

project managers

property agents

property owners

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.

Legislative requirements may be outlined and reflected:

Australian standards

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

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

general duty of care to clients

home building requirements

local regulations and by-laws

privacy laws applying to owners, contractors and tenants

quality assurance and certification requirements

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

anti-discrimination and diversity

environmental issues

EEO

industrial relations

OHS

strata, community and company titles

tenancy agreements

trade practices laws and guidelines.

Consultative processes may include:

face-to-face meetings

telephone, facsimile and written communication.

Relevant people may include:

clients

colleagues

government agencies

industry regulators and associations

legal representatives

parties to contract

supervisors.

Information may relate to:

agreements

building codes

company services

contracts

depreciation schedules

licences

operating costs

permits and plans

specifications.

Resources may include:

materials

personnel

tools and equipment

training

transport.

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.

Business equipment and technology may include:

computers

data storage devices

email

facsimile machines

internet, extranet and intranet

photocopiers

printers and scanners

software applications, such as databases and word applications.

Risks may relate to:

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.

Specialist advice may be sought from:

government officials

members of industry associations

solicitors and legal representatives

supervisors and colleagues

technical experts.

Feedback may be sought from:

clients and their legal representatives

supervisors and colleagues

formal and informal performance appraisals

workplace 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
Contract requirements are reviewed and agreed according to client, organisational and legislative requirements. 
Consultative processes are used to negotiate and confirm contract specifications with relevant people. 
Information is sourced and assessed for currency, accuracy and relevance according to organisational requirements. 
Reliable methods for gathering information are used according to organisational requirements, making efficient use of time and resources. 
Personal limitations in assessing contract requirements are identified and assistance is sought as required from relevant people. 
Contract is prepared according to contract specifications and in consultation with relevant people using appropriate communication techniques. 
Business equipment and technology are used to prepare contract in the required format, style and structure according to applicable OHS requirements. 
Advice is sought to confirm that contract captures and addresses identified risks and protection of contracted parties, and provides basis for due performance. 
Contract is distributed to relevant people 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 according to organisational requirements. 
Feedback on suitability of contract is sought from relevant people and recommended improvements are incorporated into contract where appropriate. 
Gaps or deficiencies are identified and appropriate actions implemented according to client, organisational and legislative requirements. 
Contract is finalised within agreed timeframes and according to client, organisational and legislative requirements. 
Information is securely maintained with due regard to client confidentiality according to legislative and organisational requirements. 

Forms

Assessment Cover Sheet

CPPDSM4063A - Participate in developing and establishing property or facilities 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

CPPDSM4063A - Participate in developing and establishing property or facilities 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: