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

CPPSIS4023A Mapping and Delivery Guide
Facilitate effective spatial client relationships

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency CPPSIS4023A - Facilitate effective spatial client relationships
Description This unit of competency specifies the outcomes required to assess client needs and provide appropriate information and follow-up on a variety of issues within the spatial information handling framework. It requires the ability to communicate effectively and apply skills and knowledge to a wide variety of spatial contexts, including complex issues relating to organisational products and services. Functions would be carried out under limited supervision and within organisational guidelines.
Employability Skills This unit contains employability skills.
Learning Outcomes and Application This unit of competency supports the application of communication, interpersonal, teamwork, self-management and basic problem-solving skills. The skills and knowledge acquired upon completion of this unit would apply to the needs of employees in supporting positions for surveying, town planning, cartography, mapping and geographic information systems (GIS).
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites Nil
Competency Field
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: Identify nature and type of spatial service required.
  • Discussion with client regarding client needs and expectations is conducted in line with organisational guidelines.
  • Client expectations are ascertained to establish an understanding of spatial service requirements.
  • Feedback is sought from client confirming understanding of spatial requirement.
  • Prompt action is taken to address the enquiry.
  • Relevant personnel are consulted on possibility of contractual activity or on the need for a variation to contractual activity.
  • Contracts are implemented according to company 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 on its own or in combination with other units relevant to the job function, for example CPPSIS4033A Participate in spatial process improvement.

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:

applying cost considerations

assessing and acting upon contingencies

determining precise data requirements

identifying and using opportunities for establishing business contacts and networks

knowledge of available products and services and the capacity to explain to clients their features and benefits

presenting information in a variety of formats to a range of business contacts

proactive client relationship-building skills.

Specific resources for assessment

Resource implications for assessment include access to:

assessment instruments, including personal planner and assessment record book

assignment instructions, work plans and schedules, policy documents and duty statements

registered training provider of assessment services

relevant guidelines, regulations and codes of practice

suitable venue and equipment.

Access must be provided to appropriate learning and assessment support when required.

Where applicable, physical resources should include equipment modified for people with disabilities.

Context of assessment

Holistic: based on the performance criteria, evidence guide, range statement, and required skills and knowledge.

Method of assessment

Demonstrated over a period of time and observed by the assessor (or assessment team working together to conduct the assessment).

Demonstrated competency in a range of situations, that may include customer/workplace interruptions and involvement in related activities normally experienced in the workplace.

Obtained by observing activities in the field and reviewing induction information. If this is not practicable, observation in realistic simulated environments may be substituted.

Guidance information for assessment

Assessment requires that the clients’ objectives and industry expectations are met. If the clients’ objectives are narrowly defined or not representative of industry needs, it may be necessary to refer to portfolio case studies of a variety of surveying and spatial information services requirements to assess competency.

Oral questioning or written assessment and hypothetical situations (scenarios) may be used to assess underpinning knowledge (in assessment situations where the candidate is offered a preference between oral questioning or written assessment, questions are to be identical).

Supplementary evidence may be obtained from relevant authenticated correspondence from existing supervisors, team leaders or specialist training staff.

All practical demonstration must adhere to the safety and environmental regulations relevant to each State or Territory.

Where assessment is for the purpose of recognition (recognition of current competencies [RCC] or recognition of prior learning [RPL]), the evidence provided will need to be authenticated and show that it represents competency demonstrated over a period of time.

In all cases where practical assessment is used it will be combined with targeted questioning to assess the underpinning knowledge.

Assessment processes will be 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

communication skills that assist in facilitating client relationships, including:

accessing, synthesising and using information

telephone and electronic contact

displaying empathy, tact and diplomacy

negotiating

written skills to document follow-up action

computer skills to complete business documentation

interpersonal skills e.g. cooperation and flexibility

literacy skills to:

assess and use workplace information

interpret procedural requirements

process workplace documentation

read and record data and write routine reports

research and access routine sources of spatial data

numeracy skills to:

estimate pricing

provide quotations

record and interpret statistics with accuracy and precision

undertake computations

organisational skills to:

prepare and administer documentation

prioritise activities to meet contractual requirements

spatial skills to:

archive and retrieve spatial data

manage files

Required knowledge

complaint-handling procedures

industry ethics and practice relating to surveying spatial products and services

internal and external client groups

methods of establishing and maintaining effective business contacts and networks

organisational customer service standards

principles of time management

product and service knowledge, including pricing schedules

role of designated personnel in client referrals

range of potential and actual business contacts and networks

safe work practices

sales presentation processes

work allocation procedures

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.

Client may include:

customers with routine or special requests

external to organisation

internal to organisation

regular and new customers, including:

business enterprises

government agencies

members of the public

suppliers.

Client needs may include:

administrative

advice or general information

cartography

commercial, government or industrial interests

complaints and suggestions

environmental services

GIS

locational information

mapping information

payment

spatial software

surveying.

Organisational guidelines may include:

code of ethics

company policy

legislation relevant to the work or service function

manuals

OHS policies and procedures

personnel practices and guidelines outlining work roles and responsibilities.

Spatial service requirements may include:

administration (e.g. postcodes, suburbs, and federal and state electoral counties

analysis of environmental, land and geographic information

asset management

cartographic services

civil engineering

digital imagery

electricity

emergency services management

environmental datasets

GIS

integrated services – environmental, land and geographic related datasets

land ownership tenure system

local government

location-based services

global positioning

mapping facilities

site analysis

survey marks

sewerage

telecommunications

town planning

utility services, such as water.

Company requirements may include:

company’s promotional needs

legal and organisational policies and guidelines

legislative and regulatory requirements, including:

codes of conduct

consumer law

environmental law

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

anti-discrimination and diversity

industrial relations

OHS

privacy

personnel practices and guidelines outlining work roles and responsibilities

quality systems, standards and guidelines

staff appearance and presentation.

Spatial product and service options may include:

database management system (e.g. DBMS)

datum, including geocentric datum

digital geographic information exchange standard (DIGEST)

digital imagery

digital nautical chart

engineering surveying

existing spatial datasets

geocoding

geodata products

geodetic surveying

GIS

historical spatial data

hydrographic surveying

internet spatial data directories

land information system

map projections

map referencing

metadata

mining surveying

navigational tools, such as global navigation satellite system (GNSS) units

remote sensing

reports

software

topographic data

topographic information

tender documents.

Communication may be verbal and written and may include:

presentation and correspondence on company profile

electronic

exchange of reports and information

inspections

logbooks

newsletters.

Business contacts and networks may include:

community groups

departments or branches of an organisation

environmental groups

local, state or territory, and federal government

research companies

software vendors

suppliers

technicians.

Complex spatial requirements may include any requirement that:

calls for diplomacy or discretion beyond operational activity

involves accessing information that is not immediately obvious or accessible

warrants the attention of particular personnel.

Appropriate personnel may include:

colleagues

staff or employee representatives

supervisors or line managers

suppliers.

OHS may include:

Australian standards

development of site safety plan

identification of potential hazards

inspection of work sites

training staff in OHS requirements

use of equipment and signage.

Written or verbal responses may include:

electronic or paper-based formal correspondence

general advice

informal conversations or emails

information on available products, including features and benefits

pricing estimates and quotations

standard industry disclaimers.

Spatial business documentation may include:

databases

detailed technical description of the spatial data and its qualifiers

emails and faxes

quotations and estimates

standard letters

tax invoices

statements.

Work procedures may be written and verbal and may include:

assignment instructions

instructions from colleagues, supervisor or manager

personal protective equipment requirements

reporting and documentation requirements

specific client requirements.

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
Discussion with client regarding client needs and expectations is conducted in line with organisational guidelines. 
Client expectations are ascertained to establish an understanding of spatial service requirements. 
Feedback is sought from client confirming understanding of spatial requirement. 
Prompt action is taken to address the enquiry. 
Relevant personnel are consulted on possibility of contractual activity or on the need for a variation to contractual activity. 
Contracts are implemented according to company requirements. 

Forms

Assessment Cover Sheet

CPPSIS4023A - Facilitate effective spatial client relationships
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

CPPSIS4023A - Facilitate effective spatial client relationships

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: