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Evidence Guide: CPPBDN5006 - Consult with clients to produce approved small-scale building project design briefs

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

 

CPPBDN5006 - Consult with clients to produce approved small-scale building project design briefs

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

Prepare for design brief consultations.

  1. Preliminary data for small-scale building design project is gathered, and documentation and files are created according to workplace procedures.
  2. Preliminary data is reviewed to identify broad project parameters.
  3. Parameters are considered and information is gathered to assist communications in design brief consultations with client.
  4. Individuals to be involved in deciding and approving the project design brief are clarified with client, and consultations are scheduled.
  5. Strategies to establish and maintain client trust and respect are developed.
  6. Files and organisational marketing material for consultations are prepared.
Preliminary data for small-scale building design project is gathered, and documentation and files are created according to workplace procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Preliminary data is reviewed to identify broad project parameters.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Parameters are considered and information is gathered to assist communications in design brief consultations with client.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Individuals to be involved in deciding and approving the project design brief are clarified with client, and consultations are scheduled.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Strategies to establish and maintain client trust and respect are developed.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Files and organisational marketing material for consultations are prepared.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Consult clients to develop draft design brief.

  1. Basic understanding of building design project objectives and ability of own organisation to fulfil design role are demonstrated to client.
  2. Details about vision, preferences and budget for building design project are elicited from client, and notes are taken to inform next stage of consultation.
  3. Questioning techniques and sketching skills are used to expand notes and clarify details of client’s design requirements.
  4. Budgetary constraints are explored with client and innovative design ideas are proposed.
  5. Details of draft design brief are reviewed with client and level of service and associated fees are discussed.
  6. Approval to proceed with finalisation of design brief is obtained from client, or deferral or termination of services is confirmed.
Basic understanding of building design project objectives and ability of own organisation to fulfil design role are demonstrated to client.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Details about vision, preferences and budget for building design project are elicited from client, and notes are taken to inform next stage of consultation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Questioning techniques and sketching skills are used to expand notes and clarify details of client’s design requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Budgetary constraints are explored with client and innovative design ideas are proposed.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Details of draft design brief are reviewed with client and level of service and associated fees are discussed.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Approval to proceed with finalisation of design brief is obtained from client, or deferral or termination of services is confirmed.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Finalise design brief.

  1. Design consultation notes are reviewed and requirements challenged in relation to design constraints specific to location of project.
  2. Design brief is formally documented according to workplace procedures.
  3. Details of design brief are presented to and negotiated with client, and modifications are accurately documented.
  4. Approval of final design brief is obtained from client.
  5. Fee structure and terms and conditions of service are established and agreed according to workplace procedures.
Design consultation notes are reviewed and requirements challenged in relation to design constraints specific to location of project.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Design brief is formally documented according to workplace procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Details of design brief are presented to and negotiated with client, and modifications are accurately documented.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Approval of final design brief is obtained from client.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Fee structure and terms and conditions of service are established and agreed according to workplace procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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.

Prepare for design brief consultations.

1.1.

Preliminary data for small-scale building design project is gathered, and documentation and files are created according to workplace procedures.

1.2.

Preliminary data is reviewed to identify broad project parameters.

1.3.

Parameters are considered and information is gathered to assist communications in design brief consultations with client.

1.4.

Individuals to be involved in deciding and approving the project design brief are clarified with client, and consultations are scheduled.

1.5.

Strategies to establish and maintain client trust and respect are developed.

1.6.

Files and organisational marketing material for consultations are prepared.

2.

Consult clients to develop draft design brief.

2.1.

Basic understanding of building design project objectives and ability of own organisation to fulfil design role are demonstrated to client.

2.2.

Details about vision, preferences and budget for building design project are elicited from client, and notes are taken to inform next stage of consultation.

2.3.

Questioning techniques and sketching skills are used to expand notes and clarify details of client’s design requirements.

2.4.

Budgetary constraints are explored with client and innovative design ideas are proposed.

2.5.

Details of draft design brief are reviewed with client and level of service and associated fees are discussed.

2.6.

Approval to proceed with finalisation of design brief is obtained from client, or deferral or termination of services is confirmed.

3.

Finalise design brief.

3.1.

Design consultation notes are reviewed and requirements challenged in relation to design constraints specific to location of project.

3.2.

Design brief is formally documented according to workplace procedures.

3.3.

Details of design brief are presented to and negotiated with client, and modifications are accurately documented.

3.4.

Approval of final design brief is obtained from client.

3.5.

Fee structure and terms and conditions of service are established and agreed according to workplace procedures.

Required Skills and Knowledge

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.

Prepare for design brief consultations.

1.1.

Preliminary data for small-scale building design project is gathered, and documentation and files are created according to workplace procedures.

1.2.

Preliminary data is reviewed to identify broad project parameters.

1.3.

Parameters are considered and information is gathered to assist communications in design brief consultations with client.

1.4.

Individuals to be involved in deciding and approving the project design brief are clarified with client, and consultations are scheduled.

1.5.

Strategies to establish and maintain client trust and respect are developed.

1.6.

Files and organisational marketing material for consultations are prepared.

2.

Consult clients to develop draft design brief.

2.1.

Basic understanding of building design project objectives and ability of own organisation to fulfil design role are demonstrated to client.

2.2.

Details about vision, preferences and budget for building design project are elicited from client, and notes are taken to inform next stage of consultation.

2.3.

Questioning techniques and sketching skills are used to expand notes and clarify details of client’s design requirements.

2.4.

Budgetary constraints are explored with client and innovative design ideas are proposed.

2.5.

Details of draft design brief are reviewed with client and level of service and associated fees are discussed.

2.6.

Approval to proceed with finalisation of design brief is obtained from client, or deferral or termination of services is confirmed.

3.

Finalise design brief.

3.1.

Design consultation notes are reviewed and requirements challenged in relation to design constraints specific to location of project.

3.2.

Design brief is formally documented according to workplace procedures.

3.3.

Details of design brief are presented to and negotiated with client, and modifications are accurately documented.

3.4.

Approval of final design brief is obtained from client.

3.5.

Fee structure and terms and conditions of service are established and agreed according to workplace procedures.

A person demonstrating competency in this unit must satisfy the requirements of the elements, performance criteria, foundation skills and range of conditions of this unit.

The person must also produce design briefs for three different projects consisting of:

one Class 1 residential building of three storeys

one residential extension of at least 50 square metres

one of the following non-residential projects, which must be of a maximum area of 2000 square metres:

incorporating Classes 2, 5, 6 and 7a

incorporating Classes 3 and 9c

incorporating Classes 7b and 8.

In doing the above, the person must:

prepare for client consultations, including:

gathering and reviewing required information

confirming stakeholders to be consulted

consult successfully with clients, including:

establishing rapport with clients

using fine hand drawing to produce preliminary concept sketches

explaining budgetary constraints

obtaining sufficient information to produce design briefs that clients approve

explaining service fees

winning contracts for design work

develop and finalise design briefs

complete client service agreements.

A person demonstrating competency in this unit must demonstrate knowledge of:

building designers’ duty of care to ensure quality and safety of designs

structural engineering principles sufficient to interpret and apply the requirements of the National Construction Code (NCC)

construction materials and methods applicable to clients’ projects

creative, practical and sustainable design principles

design constraints and opportunities relating to particular types of building design projects and locations

information to be elicited from clients in order to produce comprehensive design briefs

organisational protocols and procedures for interaction and negotiation with clients

range of organisational services and nominal fees.

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.

Preliminary data must include:

brief prepared by clients prior to consultation, if available

communication with clients

documentation from past projects for same client, if available

information relating to location of project.

Parameters must include:

budget

functional analysis of building use

level of service requested, including one or more of the following:

concept sketches only

design drawings for planning approval

working drawings for construction approval

contract administration

location

size and type of project

timelines.

Information must include basic details of:

budgetary opportunities and constraints

environmental requirements

planning limitations.