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

CPPDSM4066A Mapping and Delivery Guide
Plan and coordinate property and facility inspection

Version 1.0
Issue Date: March 2024


Qualification -
Unit of Competency CPPDSM4066A - Plan and coordinate property and facility inspection
Description This unit of competency specifies the outcomes required to plan and coordinate a property or facility inspection to evaluate its condition, worth and redevelopment requirements. It requires the ability to plan and document work activities effectively, monitor and conduct inspection tasks and record and report results of the inspection.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 planning and coordinating property and facility inspections to evaluate their condition, worth and redevelopment requirements.
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: Plan property or facility inspection.
  • Research and analysis are conducted of relevant property or facility information to determine status and occupancy details.
  • Context and purpose of inspection are determined in consultation with relevant people and according to organisational requirements.
  • Property or facility inspection plan is developed detailing a range of suitable inspection activities and time lines that accurately reflect client and organisational requirements.
  • Property or facility inspection plan is developed that is sufficiently flexible and adaptable to accommodate unforeseen contingencies that may arise.
  • Business equipment and technology are used to access, organise and monitor information according to applicable OHS and organisational requirements.
  • Property or facility access arrangements and approvals to conduct inspection are negotiated with relevant people according to legislative requirements and organisational procedures.
       
Element: Conduct property or facility inspection.
  • Property or facility is inspected according to inspection plan, ensuring all relevant aspects of the property or facility are sighted and noted.
  • Variations to inspection plan are determined and implemented to meet changing circumstances and improve service delivery.
  • Reliable inspection processes are used according to organisational requirements, making efficient use of time and resources.
  • Condition of features associated with property or facility is recorded according to industry and organisational requirements.
  • Situations requiring specialist advice are identified and assistance is sought as required according to organisational requirements.
       
Element: Review and report inspection outcomes.
  • Inspection outcomes are reported and reviewed against aims and objectives of activities outlined in inspection plan.
  • Recommendations and issues are prepared in required format according to organisational requirements and in a style and structure suitable for review and interpretation.
  • Feedback on client satisfaction with inspection outcomes is sought using valid methods and verifiable data according to organisational requirements.
  • Relevant documentation is completed and processed according to legislative and organisational requirements.
  • Information is securely maintained with due regard to client confidentiality and 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 planning and coordinating property or facility inspections to evaluate the condition, worth and redevelopment requirements of properties or facilities. 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:

conducting a property or facility inspection under normal industry conditions ensuring condition of features is recorded

knowledge of agency practices, ethical standards and legislative requirements associated with inspecting a property and assessing its condition

reporting inspection conclusions and recommendations, including client feedback on level of satisfaction with service

undertaking sufficient research of property or facility to develop an inspection plan detailing a range of suitable inspection activities and incorporating appropriate contingency arrangements.

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 determine critical aspects of inspection and provide recommendations on future options for subject property or facility

communication skills to interpret written and oral information and to negotiate client requirements and access arrangements

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 complete documentation and report findings

organisational skills to manage risk, plan and arrange property or facility inspection, and schedule and meet time lines and client requirements

research skills to source property or facility information and review client satisfaction

technical skills to schedule tasks and report outcomes.

Required knowledge and understanding:

basic knowledge of property and facility contracts and administrative requirements

inspection methods for different property and facility types

limitations of work role, responsibility and professional abilities

local regulations affecting use and conditions of subject property or facility

OHS issues and requirements

organisational and professional procedures, ethical practices and business standards

principles of business and property law, and specific precedents likely to influence conduct of inspection

relevant building codes

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

property sales, leasing and management

sources of information and assistance for property or facility.

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.

Property or facility information may include information relating to:

agreements

building codes

company services

construction costs

current and planned property, facility or site developments

deposited, survey and other plans

depreciation schedules

land and water rates

land title documentation

leasing rates

legal documentation

licences

management policy and procedures

marketing services

occupancy rates

operating costs

permits

sales information

specifications

taxation

tenancy and other contracts

utilities usage.

Status of property or facility may relate to:

financial situation

legal ownership

location by lot

location by section number

occupancy.

Purpose of inspection may:

be defined through a contract between enterprise providing inspection service and legal entity commissioning the service

form part of internal procedures of property management organisation.

Relevant people may include:

agents

clients

colleagues

government personnel

legal representatives

management

members of industry associations

property owners

site personnel

supervisors

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.

Clients may include:

agents

building supervisors

government and legal instruments or agencies

managers

project managers

property and facility agents

property and facility owners

tenants.

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.

Business equipment and technology may include:

computers

data storage devices

email

facsimile machines

internet, extranet and intranet

photocopiers

printers

scanners

software applications, such as databases and word applications.

Legislative requirements may be outlined and reflected in:

Australian standards, and quality assurance and certification requirements

award and enterprise agreements

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

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.

Variations may include:

alternative suppliers

changes to fittings and fixtures

changes to inspection schedules

work outside or producing results outside the terms and conditions of contract.

Inspection processes may relate to:

complexity of construction

statutory limitations

timeframe

type of construction

type of job.

Conditions may include general state of repair and condition of:

ancillary structures

current ownership structures

evidence of pre-existing or potential issues affecting quality of the environment

financial claims over property or facility

fittings and fixtures

observable external or internal defects or non-compliance with regulations

service and ground improvements to original property or facility

signs of pest infestation.

Features may include:

associated structures

formal and informal inclusions

modifications to building approvals

modifications to original property or facility

physical aspects of land and buildings.

Specialist advice may be sought from:

architects

bankers and financiers

builders

business consultants

colleagues

government officials

investment consultants

members of industry associations

OHS representatives

planners

real estate agents

solicitors

subcontractors

supervisors

technical experts

valuers.

Feedback may be sought from:

clients, 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
Research and analysis are conducted of relevant property or facility information to determine status and occupancy details. 
Context and purpose of inspection are determined in consultation with relevant people and according to organisational requirements. 
Property or facility inspection plan is developed detailing a range of suitable inspection activities and time lines that accurately reflect client and organisational requirements. 
Property or facility inspection plan is developed that is sufficiently flexible and adaptable to accommodate unforeseen contingencies that may arise. 
Business equipment and technology are used to access, organise and monitor information according to applicable OHS and organisational requirements. 
Property or facility access arrangements and approvals to conduct inspection are negotiated with relevant people according to legislative requirements and organisational procedures. 
Property or facility is inspected according to inspection plan, ensuring all relevant aspects of the property or facility are sighted and noted. 
Variations to inspection plan are determined and implemented to meet changing circumstances and improve service delivery. 
Reliable inspection processes are used according to organisational requirements, making efficient use of time and resources. 
Condition of features associated with property or facility is recorded according to industry and organisational requirements. 
Situations requiring specialist advice are identified and assistance is sought as required according to organisational requirements. 
Inspection outcomes are reported and reviewed against aims and objectives of activities outlined in inspection plan. 
Recommendations and issues are prepared in required format according to organisational requirements and in a style and structure suitable for review and interpretation. 
Feedback on client satisfaction with inspection outcomes is sought using valid methods and verifiable data according to organisational requirements. 
Relevant documentation is completed and processed according to legislative and organisational requirements. 
Information is securely maintained with due regard to client confidentiality and according to legislative and organisational requirements. 

Forms

Assessment Cover Sheet

CPPDSM4066A - Plan and coordinate property and facility inspection
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

CPPDSM4066A - Plan and coordinate property and facility inspection

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: