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Evidence Guide: CPCCBC4031A - Process client requirements

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

CPCCBC4031A - Process client requirements

What evidence can you provide to prove your understanding of each of the following citeria?

Identify and communicate the design requirements.

  1. Client's design requirements are identified and documented.
  2. Client's needs are met by providing correct technical or product knowledge.
  3. Restrictive covenants are identified and communicated to the client.
  4. Planning requirements are identified and applied.
  5. Documentation and design risks, including copyright issues, are identified and addressed.
Client's design requirements are identified and documented.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Client's needs are met by providing correct technical or product knowledge.

Completed
Date:

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Evidence:

 

 

 

 

 

 

 

Restrictive covenants are identified and communicated to the client.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Planning requirements are identified and applied.

Completed
Date:

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Evidence:

 

 

 

 

 

 

 

Documentation and design risks, including copyright issues, are identified and addressed.

Completed
Date:

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Evidence:

 

 

 

 

 

 

 

Interpret reports on site costs.

  1. Site investigation is arranged to determine site features and costs.
  2. Site costs are communicated accurately to the client.
  3. Client's understanding of extent and cost of required site works is confirmed.
Site investigation is arranged to determine site features and costs.

Completed
Date:

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Evidence:

 

 

 

 

 

 

 

Site costs are communicated accurately to the client.

Completed
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Client's understanding of extent and cost of required site works is confirmed.

Completed
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Evidence:

 

 

 

 

 

 

 

Arrange and oversee preparation of sketch plans.

  1. Requirements for sketch plans and drawings are accurately communicated to drafting personnel.
  2. Plans are forwarded to the client for approval or amendment.
  3. Costing and variation requests are forwarded that accurately communicate client requirements.
Requirements for sketch plans and drawings are accurately communicated to drafting personnel.

Completed
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Plans are forwarded to the client for approval or amendment.

Completed
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Costing and variation requests are forwarded that accurately communicate client requirements.

Completed
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Finalise contract requirements.

  1. All sketch plans, specifications and costing documents are discussed with client.
  2. All documents sighted by client are signed, with details initialled.
All sketch plans, specifications and costing documents are discussed with client.

Completed
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All documents sighted by client are signed, with details initialled.

Completed
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Evidence:

 

 

 

 

 

 

 

Prepare preliminary contract and plan agreement.

  1. Preliminary contract /plan agreement is prepared and completed according to organisational policy.
  2. Documents are submitted to the relevant department or personnel for checking and recording.
Preliminary contract /plan agreement is prepared and completed according to organisational policy.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Documents are submitted to the relevant department or personnel for checking and recording.

Completed
Date:

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Evidence:

 

 

 

 

 

 

 

Oversee the contract and contract construction documents.

  1. Contract documents are prepared according to instructions.
  2. Construction documents are prepared according to preliminary contract/plan agreement details.
Contract documents are prepared according to instructions.

Completed
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Construction documents are prepared according to preliminary contract/plan agreement details.

Completed
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Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

This unit of competency could be assessed by preparing contract documentation, drawings and specifications for a construction project that complies with client requirements.

This unit of competency can be assessed in the workplace or a close simulation of the workplace environment, provided that simulated or project-based assessment techniques fully replicate construction workplace conditions, materials, activities, responsibilities and procedures.

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 the ability to:

obtain accurate and detailed information concerning client needs

select right type of contract for the particular project

process contract and all other relevant documentation correctly

select appropriate clauses and conditions to apply within the contract

administrate contract to standard required by the organisation and within any legal or regulatory requirements that may exist in the state or territory in which work is being done

obtain confirmation, by initial and signature, of client acceptance of project documentation and plan agreement or preliminary contracts.

Context of and specific resources for assessment

This competency is to be assessed using standard and authorised work practices, safety requirements and environmental constraints.

Assessment of essential underpinning knowledge will usually be conducted in an off-site context.

Assessment is to comply with relevant regulatory or Australian standards' requirements.

Resource implications for assessment include:

documentation that should normally be available in either a building or construction office

relevant codes, standards and regulations

office equipment, including calculators, photocopiers and telephone systems

computers with appropriate software to view 2-D CAD drawings, run costing programs and print copies

a technical reference library with current publications on measurement, design, building construction and manufacturers' product literature

a suitable work area appropriate to the construction process.

Reasonable adjustments for people with disabilities must be made to assessment processes where required. This could include access to modified equipment and other physical resources, and the provision of appropriate assessment support.

Method of assessment

Assessment methods must:

satisfy the endorsed Assessment Guidelines of the Construction, Plumbing and Services Training Package

include direct observation of tasks in real or simulated work conditions, with questioning to confirm the ability to consistently identify and correctly interpret the essential underpinning knowledge required for practical application

reinforce the integration of employability skills with workplace tasks and job roles

confirm that competency is verified and able to be transferred to other circumstances and environments.

Validity and sufficiency of evidence requires 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 on competency only taken at the point when the assessor has complete confidence in the person's demonstrated ability and applied knowledge

all assessment that is part of a structured learning experience must include a combination of direct, indirect and supplementary evidence.

Assessment processes and techniques should as far as is practical take into account the language, literacy and numeracy capacity of the candidate in relation to the competency being assessed.

Supplementary evidence of competency may be obtained from relevant authenticated documentation from third parties, such as existing supervisors, team leaders or specialist training staff.

Required Skills and Knowledge

Required skills

Required skills for this unit are:

ability to communicate by telephone, facsimile, email and in writing

apply numeracy skills to workplace requirements

communication skills to:

enable clear and direct communication, using questioning to identify and confirm requirements, share information, listen and understand

communicate requirements to drafting personnel

confirm understanding

obtain information from, and provide information to, clients

use and interpret non-verbal communication

use language and concepts appropriate to cultural differences

written skills to produce contract documentation and other relevant workplace documentation

personnel and resource management skills to achieve development or project objectives.

Required knowledge

Required knowledge for this unit is:

building and construction industry contracts

building and construction industry planning processes

financial and business principles related to dealing with clients

regulatory authority approval processes for the area in which project is to be undertaken

state or territory building and construction codes, standards and government regulations.

Range Statement

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, if used in the performance criteria, is detailed below. 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) may also be included.

Site works include:

activities intended to render an area suitable for building or other construction activity

determining and setting out building or construction features

earthmoving, using tracked or wheeled earthmoving equipment

establishing personal and vehicle access and egress to and from the site.

Contracts include:

Australian standard contracts (including the AS2124 and AS4000 series)

Construction Industry Contract (CIC) suite

individual organisational contracts

Joint Contracts Committee (JCC) suite

Master Builders Association (MBA) and Housing Industry Association (HIA) and standard industry contracts

Simple Building Works (SBW), including series 1 and series 2 (SBW2 Lump Sum).

Contract documents include:

building permits or approvals

certification from local authorities

design details

formal contracts

materials specifications

quantities

site plans and sketches.