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Evidence Guide: CPPDSM3017A - Work in the strata/community management sector

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

 

CPPDSM3017A - Work in the strata/community management sector

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

Interpret and comply with legislative, ethical and procedural requirements.

  1. Legislative, ethical and procedural requirements relevant to strata/community management services are identified and accessed according to client needs and organisational requirements.
  2. Key principles relating to agency legislative, ethical and procedural values are identified and interpreted.
  3. Own interpretation and application of legislative, ethical and procedural requirements are confirmed with relevant people to ensure consistency.
  4. Breaches of organisational codes of ethics and conduct are recognised and reported according to organisational requirements.
  5. Situations requiring specialist advice are identified and assistance is sought as required according to organisational procedures.
Legislative, ethical and procedural requirements relevant to strata/community management services are identified and accessed according to client needs and organisational requirements.

Completed
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Key principles relating to agency legislative, ethical and procedural values are identified and interpreted.

Completed
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Evidence:

 

 

 

 

 

 

 

Own interpretation and application of legislative, ethical and procedural requirements are confirmed with relevant people to ensure consistency.

Completed
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Breaches of organisational codes of ethics and conduct are recognised and reported according to organisational requirements.

Completed
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Evidence:

 

 

 

 

 

 

 

Situations requiring specialist advice are identified and assistance is sought as required according to organisational procedures.

Completed
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Evidence:

 

 

 

 

 

 

 

Implement effective work practices.

  1. Strata/community management work practices are implemented according to client instructions and organisational requirements.
  2. Work tasks are identified, scheduled and completed within designated timeframes according to industry, legislative and organisational requirements.
  3. Factors affecting achievement of work tasks are identified and reported to relevant people according to organisational procedures.
  4. Commitment to compliance with applicable legislative, ethical and procedural requirements is demonstrated in own work practices.
Strata/community management work practices are implemented according to client instructions and organisational requirements.

Completed
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Work tasks are identified, scheduled and completed within designated timeframes according to industry, legislative and organisational requirements.

Completed
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Factors affecting achievement of work tasks are identified and reported to relevant people according to organisational procedures.

Completed
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Commitment to compliance with applicable legislative, ethical and procedural requirements is demonstrated in own work practices.

Completed
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Complete standard contractual documentation.

  1. Standard documentation for strata/community management operations is completed according to legislative and procedural requirements.
  2. Business equipment and technology are used as required to complete documentation according to applicable OHS and organisational requirements.
  3. Text used in contractual documentation complies with organisational requirements and is used in a legally appropriate manner.
  4. Own professional obligations and responsibilities in completing industry documentation are recognised and applied.
  5. Documentation is securely maintained with due regard to confidentiality, legislative and organisational requirements.
Standard documentation for strata/community management operations is completed according to legislative and procedural requirements.

Completed
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Business equipment and technology are used as required to complete documentation according to applicable OHS and organisational requirements.

Completed
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Evidence:

 

 

 

 

 

 

 

Text used in contractual documentation complies with organisational requirements and is used in a legally appropriate manner.

Completed
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Own professional obligations and responsibilities in completing industry documentation are recognised and applied.

Completed
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Documentation is securely maintained with due regard to confidentiality, legislative and organisational requirements.

Completed
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Identify risks.

  1. Potential risks are identified and reported to relevant people according to organisational procedures.
  2. Recommendations on appropriate strategies to minimise risks and complaints are discussed with relevant people.
  3. Appropriate practices for receiving and handling monies are identified and applied according to organisational and legislative requirements.
  4. Appropriate security arrangements for the management of property and facilities are identified and applied according to organisational and legislative requirements.
  5. Limitations in identifying risk are identified and assistance is sought from relevant people according to organisational requirements.
Potential risks are identified and reported to relevant people according to organisational procedures.

Completed
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Recommendations on appropriate strategies to minimise risks and complaints are discussed with relevant people.

Completed
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Evidence:

 

 

 

 

 

 

 

Appropriate practices for receiving and handling monies are identified and applied according to organisational and legislative requirements.

Completed
Date:

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Evidence:

 

 

 

 

 

 

 

Appropriate security arrangements for the management of property and facilities are identified and applied according to organisational and legislative requirements.

Completed
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Limitations in identifying risk are identified and assistance is sought from relevant people according to organisational requirements.

Completed
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Evidence:

 

 

 

 

 

 

 

Develop and maintain professional competence.

  1. Own professional development is maintained in consultation with relevant people according to organisational requirements.
  2. Feedback from clients and colleagues is used to determine professional competency and quality of performance, and to identify key areas for improvement.
  3. Personal knowledge and skills in providing strata/community management services are reviewed against competency standards and other relevant benchmarks to establish professional development needs and priorities.
  4. Strategies to maintain currency of professional competency in providing effective strata/community management services are identified, scheduled and implemented.
  5. Information regarding learning and professional development is recorded and securely maintained according to organisational requirements.
Own professional development is maintained in consultation with relevant people according to organisational requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Feedback from clients and colleagues is used to determine professional competency and quality of performance, and to identify key areas for improvement.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Personal knowledge and skills in providing strata/community management services are reviewed against competency standards and other relevant benchmarks to establish professional development needs and priorities.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Strategies to maintain currency of professional competency in providing effective strata/community management services are identified, scheduled and implemented.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Information regarding learning and professional development is recorded and securely maintained according to organisational requirements.

Completed
Date:

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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, 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 applying foundation knowledge to perform work tasks in the strata/community management sector. 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:

knowing, interpreting and complying with relevant legislative, ethical and procedural requirements and confirming own understanding and application with relevant people, including:

determining and clarifying expectations of owner corporations

acting in principal's best interests

adequate disclosure of relevant information, including management fees and declaration of beneficial interests

ethical representation of organisation and clients

fair and honest provision of property services

identifying and disclosing conflicts of interest

maintaining confidentiality

non-discriminatory practices

over-servicing

fixed charges rather than fee for service

completing standard documentation using business equipment and technology and ensuring adherence to legislative and procedural requirements, and securely storing the documentation

identifying, scheduling and carrying out work tasks in a way that demonstrates compliance with legislative, ethical and procedural requirements, and identifying and reporting factors that impede the achievement of scheduled tasks

identifying a range of potential risks through consultation with relevant people, and demonstrating appropriate practices for handling monies and securing property and facilities

using feedback and industry competency standards and benchmarks to identify accurately and implement opportunities for developing and maintaining own professional development.

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.

Required Skills and Knowledge

This section describes the essential skills and knowledge and their level, required for this unit.

Required skills:

communication skills to follow financial requirements, such as trust account procedures; identify and complete appropriate documentation; interpret and understand client needs; interpret and understand legal, ethical and procedural requirements; and access and understand a variety of information relating to strata/community management services

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 and to respect individual differences

organisational skills to create a personal professional development plan, prioritise personal professional development needs, and schedule and manage meetings

reflection skills to differentiate between professional and personal values

self-evaluation skills to evaluate own work practices systematically in order to identify ways to improve performance or understanding.

Required knowledge and understanding:

foundation knowledge of office processes and handling trust monies

limitations of work role, responsibility and professional abilities

OHS issues and requirements

organisational and professional procedures

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

strata/community management title

risk factors relating to workplace practices

social and ethical practices and business standards.

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 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.

Legislative, ethical and procedural requirements may be outlined and reflected in:

Australian Securities and Investments Commission, Australian Competition and Consumer Commission, and Foreign Investment Review Board requirements

Australian standards

federal and state taxation requirements

consumer protection laws and guidelines

court and tribunal precedents

environmental and zoning laws affecting access security, access and property use

freedom of information

home building requirements

licensing requirements

privacy and confidentiality requirements and laws applying to owners, contractors and tenants

public health

quality assurance and certification requirements

relevant common law

relevant federal, and state or territory legislation and regulations affecting organisational operation, including:

anti-discrimination and diversity

environmental issues

EEO

industrial relations

OHS

relevant industry codes of practice, which may cover areas including market sector, financial transactions, taxation, environment, construction, land use, native title, zoning, utilities use (water, gas and electricity), and contract or common law

relevant local government policies and regulations

strata, community and company titles

tenancy agreements

trade practices laws and guidelines.

Services may relate to:

property and facilities management for a range of property types

residential, commercial and industrial property.

Clients may include:

agents or third parties for owners

in-house staff and office contractors

owner corporations, body corporate and community title groups

potential and existing owners

prospective and existing tenants

strata companies.

Client needs may relate to:

beliefs and values

conventions of gender and sexuality

cultural practices and observations

cultural stereotypes

disposable income and financial constraints

environmental considerations

language

physical and mental disabilities

religious and spiritual observances

social conventions

verbal and non-verbal communication.

Organisational requirements may be outlined and reflected in:

access and equity principles and practice guidelines

agency policies and guidelines

business and performance plans

complaint and dispute resolution procedures

ethical standards and codes of practice, such as:

acting in principal's best interests

clear communication of services offered and fee for services

clear negotiation of fees

declaration of beneficial interest

misrepresentation

over-servicing

fixed charges rather than fee for service

goals, objectives, plans, systems and processes

legal policies and guidelines

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

sales, marketing and leasing management procedure manuals.

Relevant people may include:

clients

colleagues

consumers

legal representatives

members of industry associations

supervisors.

Codes of ethics and conduct may relate to:

accurate determination and clarification of owner corporation's expectations

acting in principal's best interests

clear communication of services offered and fee for services

clear negotiation of fees

declaration of beneficial interest

declaration of conflict of interest

disclosure of relevant information, including management fees

fair and honest provision of property services

individual behaviour

maintaining confidentiality

misrepresentation

non-discriminatory practices

over-servicing

fixed charges rather than fee for service

representation of organisation and clients

use of organisational property.

Specialist advice may be sought from:

architects

bankers and financiers

builders

government officials

investment consultants

members of industry associations

planners

real estate agents

solicitors

subcontractors

supervisors and colleagues

technical experts

valuers.

Work practices may relate to:

contractor management

dealing with owners' corporations and tenants

engaging clients

managing property and other facilities

negotiating and executing management agreements

obtaining prospects for listing

planning and managing meetings

promoting, advertising and undertaking administrative duties of the agency

providing support within the agency

receiving and handling monies

records management

undertaking routine functions within the agency.

Factors may relate to:

changes to procedures

competing work demands

environmental factors, such as time and weather

health and safety issues

resource issues

technology and equipment breakdown.

Standard documentation may include:

building codes

licences

maps

organisational, industry and other contracts

permits

plans

property marketing, sale and lease agreements or contracts

specifications

tenancy agreements

titles.

Business equipment and technology may include:

computers

data storage devices

email

facsimile machines

internet, extranet and intranet

photocopiers

printers and scanners

software applications, such as databases and word applications.

Risks:

may relate to:

changes to regulations and legislation

client and staff satisfaction

competition

emergencies and disasters

fire and security

health and safety

market influences

physical, financial or human resources

project control and cash flow

suppliers and contractors

time constraints

may be identified through:

audits and review of audit reports

checking work area and equipment before and during work

ongoing training

regular housekeeping activities

regular formal and informal consultation and meetings with colleagues

review of OHS records, including registers of hazardous substances and dangerous goods

workplace inspections in area of responsibility.

Limitations may relate to:

industry requirements

job role and responsibilities

legal responsibilities

own competency level

own interpretation of legislation, regulations and procedures

own understanding of risk identification processes

quality processes.

Professional development strategies may include:

coaching, mentoring and supervision

formal and informal learning programs

identifying and establishing new career paths

involvement in community and industry activities

updating and maintaining knowledge base on current issues for work and professional practice

using existing strengths to focus future career development

work rotation to facilitate changing work priorities.

Feedback may include:

formal and informal discussions, reviews and evaluations with:

existing and previous clients

peers, colleagues and managers

information provided by others involved in a professional capacity, both internal and external to the organisation.

Competency standards and other relevant benchmarks may relate to:

other benchmarks, such as:

industry code of conduct and code of ethics

statutory and legislative requirements in terms of working in the property sector

personal and technical knowledge, skills and attitudinal aspects required to undertake the day-to-day tasks and duties of the work function effectively and efficiently, specifically:

competency standards for the property industry

other relevant industry, cross-industry and enterprise competency standards.