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Evidence Guide: CPPDSM4034A - Assess 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

 

CPPDSM4034A - Assess and implement strata/community management agreement

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

Determine client and agreement requirements.

  1. Management agreement and client needs are reviewed to establish implementation requirements according to organisational requirements.
  2. Owner responsibilities, management fees and implementation requirements are negotiated and confirmed with relevant people according to organisational requirements.
  3. Legislative, ethical and procedural requirements relevant to strata/community management services are identified and accessed according to client needs and organisational requirements.
  4. Registered plans are reviewed to ensure accuracy and relevance of information and are disseminated to relevant people for feedback.
  5. Specific insurance requirements are identified and appropriate arrangements made as required according to client, organisational and legislative requirements.
  6. Appropriate security arrangements for the management of property and facilities are identified and applied according to organisational and legislative requirements.
  7. Additional resource requirements are determined according to management agreement and budget allocations.
Management agreement and client needs are reviewed to establish implementation requirements according to organisational requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Owner responsibilities, management fees and implementation requirements are negotiated and confirmed with relevant people according to organisational requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Legislative, ethical and procedural requirements relevant to strata/community management services are identified and accessed according to client needs and organisational requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Registered plans are reviewed to ensure accuracy and relevance of information and are disseminated to relevant people for feedback.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Specific insurance requirements are identified and appropriate arrangements made as required according to client, organisational and legislative requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Additional resource requirements are determined according to management agreement and budget allocations.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Implement and monitor agreement.

  1. Implementation progress is systematically monitored and variations to work schedules are agreed with relevant people according to organisational requirements.
  2. Expenditure and resource usage are monitored and recorded to ensure implementation objectives are achieved within budget parameters.
  3. Common property and facilities are maintained and protected according to management agreement.
  4. Insurance claims and payments are managed according to management agreement and statutory requirements.
  5. Meetings are scheduled and managed according to management agreement and statutory requirements.
  6. Appropriate practices for receiving and handling monies are identified and applied according to organisational and legislative requirements.
  7. Repair and maintenance of buildings and facilities are arranged according to management and statutory agreement.
Implementation progress is systematically monitored and variations to work schedules are agreed with relevant people according to organisational requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Expenditure and resource usage are monitored and recorded to ensure implementation objectives are achieved within budget parameters.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Common property and facilities are maintained and protected according to management agreement.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Insurance claims and payments are managed according to management agreement and statutory requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Meetings are scheduled and managed according to management agreement and statutory requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Repair and maintenance of buildings and facilities are arranged according to management and statutory agreement.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Maintain records.

  1. Record management systems are maintained according to organisational and legislative requirements.
  2. Books of accounts are maintained to accurately reflect relevant transactions and collections of contributions.
  3. Accurate and timely records and reports of transactions and services provided are maintained.
  4. Service contracts are produced that provide an accurate record of facilities management and agency trust account disbursements.
Record management systems are maintained according to organisational and legislative requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Books of accounts are maintained to accurately reflect relevant transactions and collections of contributions.

Completed
Date:

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Evidence:

 

 

 

 

 

 

 

Accurate and timely records and reports of transactions and services provided are maintained.

Completed
Date:

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Evidence:

 

 

 

 

 

 

 

Service contracts are produced that provide an accurate record of facilities management and agency trust account disbursements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Review and report on implementation of management agreement.

  1. Implementation processes and outcomes are reviewed and reported in consultation with relevant people using appropriate communication techniques.
  2. Suitability of insurance arrangements is reviewed to ensure compliance with agreement requirements according to legislative and organisational requirements.
  3. Recommendations for improving processes are presented to relevant people according to organisational procedures.
  4. Business equipment and technology are used to maintain relevant documentation according to applicable OHS and organisational procedures.
  5. Report on management agreement is distributed to relevant people according to client and organisational requirements.
Implementation processes and outcomes are reviewed and reported in consultation with relevant people using appropriate communication techniques.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Suitability of insurance arrangements is reviewed to ensure compliance with agreement requirements according to legislative and organisational requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Recommendations for improving processes are presented to relevant people according to organisational procedures.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Business equipment and technology are used to maintain relevant documentation according to applicable OHS and organisational procedures.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Report on management agreement is distributed to relevant people according to client and organisational requirements.

Completed
Date:

Teacher:
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 implementing a strata/community management agreement. 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:

establishing and negotiating agreement requirements through consultation and research, including:

factors likely to affect the management of property

management fees and services offered

necessary record keeping practices

omissions or errors within agreements

owners responsibilities and expectations

security arrangements for management of property and facilities

implementing and monitoring agreement, including:

arranging, managing and recording meetings

depositing monies held on behalf of owner corporations

liaising with owners or tenants about repairs and maintenance

maintaining and protecting condition of common property

maintaining relevant statutory records and books

managing insurance claims and payments

responding appropriately to requests for repairs and maintenance

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

maintaining relevant statutory records and books, including administrative and sinking funds, by-laws, investments, repairs and maintenance, strata levies and trust accounting

conducting meetings

reviewing and reporting on agreement outcomes, including consultation with owners or tenants.

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:

analytical skills to prepare costings and budgets, interpret management agreement and evaluate processes

communication skills to make public presentations, interpret written and oral information, and negotiate and confirm work schedules

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 undertake trust accounting and bookkeeping functions, arrange property inspections, monitor implementation processes, organise work schedules and prepare reports.

Required knowledge and understanding:

administration of property usage plans

business law relating to contracts and property management

financial management in relation to budgeting and bookkeeping

lease rights and responsibilities

limitations of work role, responsibility and professional abilities

management of administration and sinking funds

OHS issues and requirements

organisational and professional procedures

social and ethical practices and business standards

property trust accounting and bookkeeping

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

privacy

property sales, leasing and management

risk management, including insurances

use and application of statutory forms in property management.

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.

Clients may include:

agents or third parties for owners

in-house staff and office contractors

owner corporations, and 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

acting in principal's best interests

agency policies and guidelines

business and performance plans

clear communication of services offered and fee for services

clear negotiation of fees

complaint and dispute resolution procedures

declaration of beneficial interest

goals, objectives, plans, systems and processes

legal and ethical requirements and codes of practice

misrepresentation

mission statements and strategic plans

OHS policies, procedures and programs

over-servicing, fixed charges rather than fee for service

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.

Owner responsibilities may include:

administrative and sinking funds

appropriate levies

budgeting

building maintenance requirements

maintenance of cash flow.

Relevant people may include:

clients

colleagues

consumers

government personnel

legal representatives

members of industry associations

supervisors.

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 covering the market sector and industry, 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.

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.

Resources may relate to:

materials

personnel

tools and equipment

training

transport.

Record management systems may relate to:

administrative and sinking funds

by-laws

investments

repairs

strata levies

trust accounting.

Records and reports may include:

completed repairs and maintenance

electronic or paper-based information

logs and journals

organisational forms

radio and telephone records

records of meetings

running sheets

task allocation sheets.

Business equipment and technology may include:

computers

data storage devices

email

facsimile machines

internet, extranet and intranet

photocopiers

printers

scanners

software applications, such as databases and word applications.

Relevant documentation may relate to:

building codes

licences

maps

organisational, industry and other contracts

permits and plans

property marketing, sale and lease agreements or contracts

specifications

tenancy agreements

titles.