Application
This unit of competency specifies the outcomes required to select and coordinate a consultancy team to complete property projects. It requires the ability to administer project contracts; select and appoint contractors; and monitor contractor compliance with contract requirements.
The unit supports the work of those involved in selecting and coordinating a consultancy team to complete property projects. It applies to real estate agents, strata community managers, stock and station agents, Nationwide House Energy Rating Scheme (NatHERS) assessors, and home sustainaibility assessors.
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.
Elements and Performance Criteria
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 project requirements. | 1.1. | Project specifications and other relevant documentation are obtained and analysed to establish project requirements. |
1.2. | Consultative processes are used to negotiate and confirm contract requirements with relevant people. | ||
1.3. | Project plan is developed and contingencies are planned to ensure contract requirements are met. | ||
1.4. | Financial, physical and human resource requirements are identified and organised according to project plan. | ||
1.5. | Draft documentation is reviewed to ensure accuracy and relevance of information, and disseminated to relevant people for feedback. | ||
2. | Assess and select contractors. | 2.1. | Project information is reviewed and assessed to determine selection process and types of contractors required. |
2.2. | Selection criteria are developed according to project requirements, ensuring adherence to principles of value management. | ||
2.3. | Selection processes are implemented in line with agreed timeframes. | ||
2.4. | Contractor assessment, selection and appointment processes are conducted. | ||
2.5. | Selection decision is based on evaluation of sufficient evidence against specified selection criteria to enable a judgement to be made on the best candidate. | ||
3. | Monitor project. | 3.1. | Project plan is monitored against contracts and work schedules to ensure completion within designated timeframes. |
3.2. | Effective communication channels are used that facilitate regular and accurate communication flow and feedback with contractor. | ||
3.3. | Expenditure and resource usage are monitored to ensure objectives are achieved within project budgetary parameters. | ||
3.4. | Factors affecting achievement of scheduled work are identified, and variations to schedules are negotiated as required. | ||
4. | Finalise project. | 4.1. | Notification of completed project is received and checked against contract and work schedules. |
4.2. | Inspection is arranged to confirm that project meets industry standards and contract and client requirements. | ||
4.3. | Faults, errors and omissions are identified and prompt remedial action is arranged. | ||
4.4. | Business equipment and technology are used to maintain relevant documentation securely. | ||
Evidence of Performance
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 select and manage a consultant project team to undertake a project in the property industry that involves one of the following activities:
creating an asset
fitting out a new or existing structure
modifying an existing structure
creating a new service
upgrading or modifying an existing service
developing a new business process
creating a new business product
improving a service to clients.
In doing the above, the person must:
establish contractor requirements through research of project specifications and consultation
apply knowledge of organisation’s practices, ethical standards and legislative requirements associated with selecting and coordinating a project consultancy team
prepare selection criteria and conduct a contractor selection process
monitor a project against the project plan
inspect a completed project to confirm it meets project plan requirements.
Evidence of Knowledge
A person demonstrating competency in this unit must demonstrate knowledge of:
consultant project team roles and capabilities
consultative processes used in property-related projects
limitations of own work role, responsibilities and professional abilities in relation to managing consultant property project teams
principles of value management relating to managing a consultant property project team
processes for administering project contracts, including managing contract variations
processes for selecting and monitoring project teams
systems and procedures for project planning and scheduling
type and scope of property-related projects
types of contingencies in property-related projects
work health and safety (WHS) issues and requirements associated with managing consultant project teams.
Assessment Conditions
The following must be present and available to learners during assessment activities:
equipment:
computer system with internet, email and printing facilities
specifications:
specialist advice on managing consultant project teams
tools for monitoring projects
workplace policies and procedures on project management
workplace policies and procedures on selecting and using consultant project teams
project specifications
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.
Foundation Skills
This section describes the language, literacy, numeracy and employment skills essential to performance in this unit but not explicit in the performance criteria. | |
Skill | Performance feature |
Learning skills to: | evaluate information from a variety of sources to choose appropriate process for selecting and appointing consultant project team. |
Numeracy skills to: | check complex statistical and graphical information on projects. |
Oral communication skills to: | conduct selection interviews for consultant project teams undertaking complex tasks in the property industry use language and concepts appropriate to cultural differences. |
Reading skills to: | evaluate written bids from potential project consultant teams. |
Writing skills to: | prepare specifications for consultant project team services. |
Technology skills to: | analyse effectiveness of different forms of social media communicating property industry-related information. |
Range Statement
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. | |
Project requirements must include at least one of the following: | create a new business product create a new service create an asset develop a new business process fit out a new or existing structure improve service to clients modify an existing structure upgrade or modify an existing service. |
Principles of value management must include: | adherence to costing constraints attention to detail coordination of services effective selection of contractor and ancillary workforce minimisation of variations. |
Selection processes must include at least one of the following: | compulsory competitive tender direct appointment interview public tender selective tender. |
Sectors
Property services
Competency Field
Strata community management