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Evidence Guide: CPPDSM4034 - Negotiate and implement strata community management agreement

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

 

CPPDSM4034 - Negotiate and implement strata community management agreement

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

Determine functions and obligations of strata manager.

  1. Legislative, ethical and procedural requirements relevant to strata community management services are identified.
  2. Fiduciary duties are identified and disclosed in strata community management agreement.
  3. Procedures for appointing and terminating the manager are identified and disclosed in strata community management agreement.
  4. Registration or licencing requirements with appropriate authorities are identified and complied with.
  5. Record management systems are maintained.
  6. Execution procedures for strata community management agreement are identified.
Legislative, ethical and procedural requirements relevant to strata community management services are identified.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Fiduciary duties are identified and disclosed in strata community management agreement.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Procedures for appointing and terminating the manager are identified and disclosed in strata community management agreement.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Registration or licencing requirements with appropriate authorities are identified and complied with.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Record management systems are maintained.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Execution procedures for strata community management agreement are identified.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Determine functions and obligations of the strata community.

  1. Owners’ responsibilities and accountabilities are identified and disclosed in strata community management agreement.
  2. Fiduciary duties of strata community and its owners committee are identified and disclosed.
Owners’ responsibilities and accountabilities are identified and disclosed in strata community management agreement.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Fiduciary duties of strata community and its owners committee are identified and disclosed.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Negotiate strata community management agreement requirements.

  1. Functions and obligations of strata managers and owners are detailed in strata community management agreement.
  2. Owners’ responsibilities, management fees and services are negotiated and agreed.
  3. Additional services are agreed according to strata community management agreement and budget allocations.
  4. Conflicts of interest are identified and disclosed.
  5. Strata community management agreement is reviewed to establish obligations, service and termination requirements.
  6. Delegations are identified.
Functions and obligations of strata managers and owners are detailed in strata community management agreement.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Owners’ responsibilities, management fees and services are negotiated and agreed.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Additional services are agreed according to strata community management agreement and budget allocations.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Conflicts of interest are identified and disclosed.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Strata community management agreement is reviewed to establish obligations, service and termination requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Delegations are identified.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Implement strata community management agreement.

  1. Strata community management agreement is agreed and entered in to according to legislative requirements.
  2. Record management system is maintained in relation to agreement.
  3. Obligations of strata manager and strata community are monitored and complied with.
Strata community management agreement is agreed and entered in to according to legislative requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Record management system is maintained in relation to agreement.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Obligations of strata manager and strata community are monitored and complied with.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Review and report on operation of strata community management agreement.

  1. Agreement implementation processes and outcomes are reviewed.
  2. Recommendations for improving processes are identified.
  3. Report on implementation of strata community management agreement is prepared and distributed to strata community.
  4. Strata community management agreement is revised to take into account review outcomes.
Agreement implementation processes and outcomes are reviewed.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Recommendations for improving processes are identified.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Report on implementation of strata community management agreement is prepared and distributed to strata community.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Strata community management agreement is revised to take into account review outcomes.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Terminate strata community management agreement.

  1. Legislative, contractual, ethical and procedural requirements relating to terminating strata community management agreement are identified.
  2. Procedures for handing over strata community records to new manager or owners committee are identified and implemented.
  3. Procedures for transfer of strata community funds to new manager or owners committee are identified and implemented.
Legislative, contractual, ethical and procedural requirements relating to terminating strata community management agreement are identified.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Procedures for handing over strata community records to new manager or owners committee are identified and implemented.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Procedures for transfer of strata community funds to new manager or owners committee are identified and implemented.

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.

Determine functions and obligations of strata manager.

1.1.

Legislative, ethical and procedural requirements relevant to strata community management services are identified.

1.2.

Fiduciary duties are identified and disclosed in strata community management agreement.

1.3.

Procedures for appointing and terminating the manager are identified and disclosed in strata community management agreement.

1.4.

Registration or licencing requirements with appropriate authorities are identified and complied with.

1.5.

Record management systems are maintained.

1.6.

Execution procedures for strata community management agreement are identified.

2.

Determine functions and obligations of the strata community.

2.1.

Owners’ responsibilities and accountabilities are identified and disclosed in strata community management agreement.

2.2.

Fiduciary duties of strata community and its owners committee are identified and disclosed.

3.

Negotiate strata community management agreement requirements.

3.1.

Functions and obligations of strata managers and owners are detailed in strata community management agreement.

3.2.

Owners’ responsibilities, management fees and services are negotiated and agreed.

3.3.

Additional services are agreed according to strata community management agreement and budget allocations.

3.4.

Conflicts of interest are identified and disclosed.

3.5.

Strata community management agreement is reviewed to establish obligations, service and termination requirements.

3.6.

Delegations are identified.

4

Implement strata community management agreement.

4.1.

Strata community management agreement is agreed and entered in to according to legislative requirements.

4.2.

Record management system is maintained in relation to agreement.

4.3.

Obligations of strata manager and strata community are monitored and complied with.

5.

Review and report on operation of strata community management agreement.

5.1.

Agreement implementation processes and outcomes are reviewed.

5.2.

Recommendations for improving processes are identified.

5.3.

Report on implementation of strata community management agreement is prepared and distributed to strata community.

5.4.

Strata community management agreement is revised to take into account review outcomes.

6

Terminate strata community management agreement.

6.1.

Legislative, contractual, ethical and procedural requirements relating to terminating strata community management agreement are identified.

6.2.

Procedures for handing over strata community records to new manager or owners committee are identified and implemented.

6.3.

Procedures for transfer of strata community funds to new manager or owners committee are identified and implemented.

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.

Determine functions and obligations of strata manager.

1.1.

Legislative, ethical and procedural requirements relevant to strata community management services are identified.

1.2.

Fiduciary duties are identified and disclosed in strata community management agreement.

1.3.

Procedures for appointing and terminating the manager are identified and disclosed in strata community management agreement.

1.4.

Registration or licencing requirements with appropriate authorities are identified and complied with.

1.5.

Record management systems are maintained.

1.6.

Execution procedures for strata community management agreement are identified.

2.

Determine functions and obligations of the strata community.

2.1.

Owners’ responsibilities and accountabilities are identified and disclosed in strata community management agreement.

2.2.

Fiduciary duties of strata community and its owners committee are identified and disclosed.

3.

Negotiate strata community management agreement requirements.

3.1.

Functions and obligations of strata managers and owners are detailed in strata community management agreement.

3.2.

Owners’ responsibilities, management fees and services are negotiated and agreed.

3.3.

Additional services are agreed according to strata community management agreement and budget allocations.

3.4.

Conflicts of interest are identified and disclosed.

3.5.

Strata community management agreement is reviewed to establish obligations, service and termination requirements.

3.6.

Delegations are identified.

4

Implement strata community management agreement.

4.1.

Strata community management agreement is agreed and entered in to according to legislative requirements.

4.2.

Record management system is maintained in relation to agreement.

4.3.

Obligations of strata manager and strata community are monitored and complied with.

5.

Review and report on operation of strata community management agreement.

5.1.

Agreement implementation processes and outcomes are reviewed.

5.2.

Recommendations for improving processes are identified.

5.3.

Report on implementation of strata community management agreement is prepared and distributed to strata community.

5.4.

Strata community management agreement is revised to take into account review outcomes.

6

Terminate strata community management agreement.

6.1.

Legislative, contractual, ethical and procedural requirements relating to terminating strata community management agreement are identified.

6.2.

Procedures for handing over strata community records to new manager or owners committee are identified and implemented.

6.3.

Procedures for transfer of strata community funds to new manager or owners committee are identified and implemented.

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:

negotiate one strata community management agreement

implement one strata community management agreement

review one strata community management agreement

terminate one strata community management agreement.

In doing the above, the person must:

establish and negotiate strata community management agreement requirements

implement and monitor a management agreement for a strata community

apply knowledge of organisation’s practices, ethical standards and legislative requirements associated with implementing strata community management agreements

maintain records associated with above work

review and report on agreement implementation processes and outcomes.

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

administration of property strata plans

business law relating to contracts and property management

financial management in relation to budgeting and bookkeeping

limitations of own work role, responsibilities and professional abilities

management of administration and sinking funds

work health and safety (WHS) issues and requirements

organisational and professional procedures relating to strata community management agreements

social and ethical practices and business standards relating to strata community management agreements

key requirements of federal, state or territory legislation and local government regulations relating to:

anti-discrimination

consumer protection

environmental issues

equal employment opportunity (EEO)

financial probity

franchise and business structures

industrial relations

privacy

strata community

WHS

risk management processes and procedures relating to strata community management agreements, including required insurances

use and application of statutory forms in strata community management.

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.

Record management systems must include at least five of the following:

administrative and sinking funds

ballots

bookkeeping accounts

budgets

building maintenance reports

by-laws

contracts and agreements

correspondence

disclosures

fee for service

income tax returns

insurance

investments

leases and licences

levies

maintenance plans

meeting management

notices and orders served on owners committee

register of owners

renewal dates of contracts

repairs

valuations.