Process client requirements

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver CPCCBC4031A, 'Process client requirements'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Process client requirements' on This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to for every purchase, so go nuts :)

Elements and Performance Criteria



1. Identify and communicate the design requirements.

1.1. Client's design requirements are identified and documented.

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

1.3. Restrictive covenants are identified and communicated to the client.

1.4. Planning requirements are identified and applied.

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

2. Interpret reports on site costs.

2.1. Site investigation is arranged to determine site features and costs.

2.2. Site costs are communicated accurately to the client.

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

3. Arrange and oversee preparation of sketch plans.

3.1. Requirements for sketch plans and drawings are accurately communicated to drafting personnel.

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

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

4. Finalise contract requirements.

4.1. All sketch plans, specifications and costing documents are discussed with client.

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

5. Prepare preliminary contract and plan agreement.

5.1. Preliminary contract /plan agreement is prepared and completed according to organisational policy.

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

6. Oversee the contract and contract construction documents.

6.1. Contract documents are prepared according to instructions.

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

Qualifications and Skillsets

CPCCBC4031A appears in the following qualifications:

  • CPC40708 - Certificate IV in Building and Construction (Trade Contracting)
  • CPC40808 - Certificate IV in Swimming Pool and Spa Building
  • CPC40408 - Certificate IV in Building and Construction (Sales)
  • CPC40208 - Certificate IV in Building and Construction (Contract Administration)

And the skillsets: