Manage facilities portfolio

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 CPPDSM6009A, 'Manage facilities portfolio'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Manage facilities portfolio' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

1Determine portfolio objectives and scope.

1.1 Portfolio objectives and scope are established in consultation with client and relevantpeople.

1.2 Risk assessment of portfolio management requirements is conducted and assessed according to industry and organisational requirements.

1.3 Relevant industry benchmarks are analysed to assess expected performance of portfolio in varying market conditions.

1.4 Relevant market data is interpreted to determine trends that may affect portfolio performance.

2Develop management strategies.

2.1 Portfolio reporting requirements are determined and confirmed in consultation with client.

2.2 Strategies are developed that include best-practice compliance and risk managementmeasures according to organisational requirements.

2.3 Strategic options are reviewed and confirmed to ensure client requirements are addressed.

2.4 Applicable industry, organisational and legislative requirements relevant to management of facilities portfolios are interpreted and complied with.

3Implement management strategies.

3.1 Portfolio management plan is prepared within a strategic management framework and disseminated to relevant people.

3.2 Roles and responsibilities associated with implementation of portfolio management plan are clearly defined and documented.

3.3 Quality assurance goalsand strategies are established in line with portfolio management plan.

3.4 Monitoring and reporting arrangements for management strategies are determined in line with client requirements.

3.5 Financial, physical and human resource requirements are organised according to portfolio management plan.

4Coordinate monitoring of portfolio.

4.1 Portfolio is systematically reviewed and variations to management strategies are documented for future reference and improvement processes.

4.2 Expenditure and resource usage are monitored and controlled to ensure objectives are achieved within specified parameters.

4.3 Regular reports on facility portfolio activities are provided to relevant people to ensure compliance with portfolio management plan.

4.4 Systems, records and reporting procedures are maintained according to portfolio management plan.

5Evaluate portfolio.

5.1 Portfolio is evaluated in consultation with relevant people using appropriate communication strategies.

5.2 Systematic review processes and established evaluation methods are used to evaluate portfolio performance.

5.3 Evaluation results are prepared in required format, style and structure for dissemination to relevant people.

5.4 Constructive feedback is reviewed and adjustments are made to portfolio management plan as required.

5.5 Relevant documentation is securely maintained with due regard to client confidentiality, and organisational and legislative requirements.


Qualifications and Skillsets

CPPDSM6009A appears in the following qualifications:

  • CPP60211 - Advanced Diploma of Property Services (Asset and Facility Management)