Unit of competency Outline

Information current as of
21/10/2026 5:23 PM AWST

Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.

Facilitate effective spatial client relationships

Facilitate effective spatial client relationships

Unit of competency
National Code
CPPSIS4023A
State Code
WE770
TGA Status
Deleted
DTWD Status
Deleted
Current Release Number
1.00
Current Release Date
27/11/2012
State Implementation and Classification
Approved Date
26/02/2013
Original Release Date
27/11/2012
Nominal Hours
15
Field of Education
080501 - Sales
Description
This unit of competency specifies the outcomes required to assess client needs and provide appropriate information and follow-up on a variety of issues within the spatial information handling framework. It requires the ability to communicate effectively and apply skills and knowledge to a wide variety of spatial contexts, including complex issues relating to organisational products and services. Functions would be carried out under limited supervision and within organisational guidelines.
General notes
N/A
Elements and Performance Criteria
1 Identify nature and type of spatial service required.
  • 1.1 Discussion with client regarding client needs and expectations is conducted in line with organisational guidelines.
  • 1.2 Client expectations are ascertained to establish an understanding of spatial service requirements.
  • 1.3 Feedback is sought from client confirming understanding of spatial requirement.
  • 1.4 Prompt action is taken to address the enquiry.
  • 1.5 Relevant personnel are consulted on possibility of contractual activity or on the need for a variation to contractual activity.
  • 1.6 Contracts are implemented according to company requirements.
2 Satisfy client needs.
  • 2.1 Clients are encouraged and assisted to evaluate spatial product and service options to satisfy their needs according to company requirements.
  • 2.2 Areas of difficulty are identified and preferred action is prioritised according to organisational guidelines.
3 Establish business contacts and networks.
  • 3.1 Organisations and groups that have the potential to benefit from company products and services are identified.
  • 3.2 Appropriate contact officers in the organisations identified are contacted according to organisational guidelines.
  • 3.3 Methods of communication and high business standards are maintained with business contacts and networks according to organisational guidelines.
  • 3.4 Strategies to represent and promote the company’s interests and requirements are developed.
4 Work effectively with business contacts.
  • 4.1 Realistic service commitments are set and adhered to according to organisational guidelines.
  • 4.2 Flexibility in work practices when operating under unusual or complex spatial requirements is encouraged.
  • 4.3 Situations outside own area of responsibility are referred to appropriate personnel according to organisational guidelines.
  • 4.4 OHS issues form part of the business advice, where appropriate.
5 Communicate advice and pricing information.
  • 5.1 Written or verbal responses are provided according to organisational guidelines.
  • 5.2 Pricing information for routine specified products and services are provided according to organisational guidelines.
  • 5.3 Client requirements for follow-up information are attended to promptly.
  • 5.4 Co-workers and supervisors are promptly advised of work implications.
  • 5.5 Spatial business documentation is completed according to work procedures.
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.
Client may include:
customers with routine or special requests
external to organisation
internal to organisation
regular and new customers, including:
business enterprises
government agencies
members of the public
suppliers.
Client needs may include:
administrative
advice or general information
cartography
commercial, government or industrial interests
complaints and suggestions
environmental services
GIS
locational information
mapping information
payment
spatial software
surveying.
Organisational guidelines may include:
code of ethics
company policy
legislation relevant to the work or service function
manuals
OHS policies and procedures
personnel practices and guidelines outlining work roles and responsibilities.
Spatial service requirements may include:
administration (e.g. postcodes, suburbs, and federal and state electoral counties
analysis of environmental, land and geographic information
asset management
cartographic services
civil engineering
digital imagery
electricity
emergency services management
environmental datasets
GIS
integrated services - environmental, land and geographic related datasets
land ownership tenure system
local government
location-based services
global positioning
mapping facilities
site analysis
survey marks
sewerage
telecommunications
town planning
utility services, such as water.
Company requirements may include:
company’s promotional needs
legal and organisational policies and guidelines
legislative and regulatory requirements, including:
codes of conduct
consumer law
environmental law
relevant state, territory or federal legislation that affects organisational operations, including:
anti-discrimination and diversity
industrial relations
OHS
privacy
personnel practices and guidelines outlining work roles and responsibilities
quality systems, standards and guidelines
staff appearance and presentation.
Spatial product and service options may include:
database management system (e.g. DBMS)
datum, including geocentric datum
digital geographic information exchange standard (DIGEST)
digital imagery
digital nautical chart
engineering surveying
existing spatial datasets
geocoding
geodata products
geodetic surveying
GIS
historical spatial data
hydrographic surveying
internet spatial data directories
land information system
map projections
map referencing
metadata
mining surveying
navigational tools, such as global navigation satellite system (GNSS) units
remote sensing
reports
software
topographic data
topographic information
tender documents.
Communication may be verbal and written and may include:
presentation and correspondence on company profile
electronic
exchange of reports and information
inspections
logbooks
newsletters.
Business contacts and networks may include:
community groups
departments or branches of an organisation
environmental groups
local, state or territory, and federal government
research companies
software vendors
suppliers
technicians.
Complex spatial requirements may include any requirement that:
calls for diplomacy or discretion beyond operational activity
involves accessing information that is not immediately obvious or accessible
warrants the attention of particular personnel.
Appropriate personnel may include:
colleagues
staff or employee representatives
supervisors or line managers
suppliers.
OHS may include:
Australian standards
development of site safety plan
identification of potential hazards
inspection of work sites
training staff in OHS requirements
use of equipment and signage.
Written or verbal responses may include:
electronic or paper-based formal correspondence
general advice
informal conversations or emails
information on available products, including features and benefits
pricing estimates and quotations
standard industry disclaimers.
Spatial business documentation may include:
databases
detailed technical description of the spatial data and its qualifiers
emails and faxes
quotations and estimates
standard letters
tax invoices
statements.
Work procedures may be written and verbal and may include:
assignment instructions
instructions from colleagues, supervisor or manager
personal protective equipment requirements
reporting and documentation requirements
specific client requirements.
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 on its own or in combination with other units relevant to the job function, for example CPPSIS4033A Participate in spatial process improvement.
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:
applying cost considerations
assessing and acting upon contingencies
determining precise data requirements
identifying and using opportunities for establishing business contacts and networks
knowledge of available products and services and the capacity to explain to clients their features and benefits
presenting information in a variety of formats to a range of business contacts
proactive client relationship-building skills.
Specific resources for assessment
Resource implications for assessment include access to:
assessment instruments, including personal planner and assessment record book
assignment instructions, work plans and schedules, policy documents and duty statements
registered training provider of assessment services
relevant guidelines, regulations and codes of practice
suitable venue and equipment.
Access must be provided to appropriate learning and assessment support when required.
Where applicable, physical resources should include equipment modified for people with disabilities.
Context of assessment
Holistic: based on the performance criteria, evidence guide, range statement, and required skills and knowledge.
Method of assessment
Demonstrated over a period of time and observed by the assessor (or assessment team working together to conduct the assessment).
Demonstrated competency in a range of situations, that may include customer/workplace interruptions and involvement in related activities normally experienced in the workplace.
Obtained by observing activities in the field and reviewing induction information. If this is not practicable, observation in realistic simulated environments may be substituted.
Guidance information for assessment
Assessment requires that the clients’ objectives and industry expectations are met. If the clients’ objectives are narrowly defined or not representative of industry needs, it may be necessary to refer to portfolio case studies of a variety of surveying and spatial information services requirements to assess competency.
Oral questioning or written assessment and hypothetical situations (scenarios) may be used to assess underpinning knowledge (in assessment situations where the candidate is offered a preference between oral questioning or written assessment, questions are to be identical).
Supplementary evidence may be obtained from relevant authenticated correspondence from existing supervisors, team leaders or specialist training staff.
All practical demonstration must adhere to the safety and environmental regulations relevant to each State or Territory.
Where assessment is for the purpose of recognition (recognition of current competencies [RCC] or recognition of prior learning [RPL]), the evidence provided will need to be authenticated and show that it represents competency demonstrated over a period of time.
In all cases where practical assessment is used it will be combined with targeted questioning to assess the underpinning knowledge.
Assessment processes will be 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.
Replaces
State Code National Code Title Type
D1498 CPPSIS4003A Facilitate effective spatial client relationships Unit of competency
State Code National Code Title Type
J355 CPP40212 Certificate IV in Spatial Information Services Qualification