Unit of competency Outline

Date retreived
23/07/2026 5:25 AM 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.

Manage a consultant property project team

Manage a consultant property project team

Unit of competency
National Code
CPPDSM5026A
State Code
D1345
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
25/03/2011
State Implementation and Classification
Approved Date
17/07/2014
Field of Education
080301 - Business Management
Original Release Date
17/07/2014
Nominal Hours
20
Description
This unit of competency specifies the outcomes required to select and coordinate a consultancy team to complete property projects. It requires the ability to administer project contracts; select, appoint and monitor contractors; and facilitate project processes.The unit may form part of the licensing requirements for persons working in the property industry, including in the real estate, business broking, stock and station agency and property operations and development sectors, in those States and Territories where these are regulated activities.
Notes
Elements and Performance Criteria
1Determine project requirements.
  • 1.1 Project specifications and other relevant documentation are obtained and analysed to establish project requirements.1.2 Consultative processes are used to negotiate and confirm contract requirements with relevant people according to organisational requirements.1.3 Project plan is developed and contingencies are planned to ensure contract, client and organisational requirements are met.
  • 1.4 Financial, physical and human resource requirements are identified and organised according to project plan and organisational requirements.1.5 Draft documentation is reviewed to ensure accuracy and relevance of information and disseminated to relevant people for feedback.
2Assess and select contractors.
  • 2.1 Project information is reviewed and assessed to determine selection process and types of contractors required.2.2 Selection criteria are developed according to project requirements, ensuring adherence to principles of value management.2.3 Selection processes are implemented in line with agreed timeframes and organisational policies and procedures.2.4 Contractor assessment, selection and appointment processes are conducted according to organisational and legislative requirements.2.5 Selection decision is based on evaluation of sufficient evidence against specified selection criteria to enable a judgement to be made on the best candidate.
3Monitor project.
  • 3.1 Project plan is monitored against contracts and work schedules to ensure completion occurs within designated timeframes.3.2 Effective communication channels are used that facilitate regular and accurate communication flow and feedback.3.3 Expenditure and resource usage are monitored to ensure objectives are achieved within project budgetary parameters.3.4 Factors affecting achievement of scheduled work are identified and variations to schedules are negotiated as required.
4Finalise project.
  • 4.1 Notification of completed project is received and checked against contract and work schedules according to organisational and legislative requirements.4.2 Inspection is arranged according to organisational requirements to confirm project meets industry standards and contract and client requirements.
  • 4.3 Faults, errors or omissions are identified and prompt remedial action is arranged according to organisational requirements.4.4 Business equipment and technology are used to maintain relevant documentation securely and according to legislative and organisational requirements.
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.
Project may include activities which:
give rise to creation of an asset
involve fitting out new structures
involve modifying existing structures.
Relevant documentation may include:
certification, including inspection certificates
handover documentation
operational checks and maintenance conducted
planning permits
project contracts
property drawings and plans
property leases and contracts
selection criteria
tenders.
Consultative processes may include:
face-to-face meetings
telephone, facsimile and written communication.
Relevant people may include:
clients
consultants
contractors
legal representatives
management and colleagues
members of industry associations
technical experts.
Organisational requirements may be outlined and reflected in:
access and equity principles and practice guidelines
business and performance plans
complaint and dispute resolution procedures
goals, objectives, plans, systems and processes
legal and ethical requirements and codes of practice
mission statements and strategic plans
OHS policies, procedures and programs
policies and procedures in relation to client service
quality and continuous improvement processes and standards
quality assurance and procedure manuals.
Contingencies may include:
budget constraints
building delays
competing work demands of contractors and consultants
environmental factors, such as time and weather
industrial disputes
non-availability of resources and materials
public holidays and shut-down periods
equipment and technology breakdown
unforeseen incidents
workplace hazards, risks and controls.
Clients may include:
agents
building supervisors
company management
fund managers
fund providers
government and legal instruments or agencies
institutions
insurers
internal and external property groups
owner-occupiers
private investors
project managers
property agents
property owners.
Feedback may be sought from:
clients and their legal representatives
industry specialists
management and colleagues
workplace assessment.
Information may include:
budget documentation
project plan
property documentation
selection criteria
tender documents.
Selection process may include:
advertisement
compulsory competitive tender
direct appointment
interview
public tender
register of consultants
selective tender.
Selection criteria may include:
contractor philosophy
current workload
demonstrated capacity to perform
financial security
performance record
quality of subcontractors
technical capability.
Principles of value management may include:
adherence to costing constraints
attention to detail
coordination of services
effective selection of contractor and ancillary workforce
minimisation of variations.
Legislative requirements may be outlined and reflected in:
Australian standards
general duty of care to clients
home building requirements
privacy requirements
relevant federal, and state or territory legislation that affects 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
strata, community and company titles
tenancy agreements
trade practices laws and guidelines.
Communication channels may include:
direct line supervision paths
lateral supervision paths
organisational communication protocols and procedures
organisational networks.
Variations may relate to:
changes to work schedules
work outside or producing results outside the terms and conditions of contract.
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.
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 selecting and coordinating a consultancy team to complete property projects. 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 contractor requirements through research of project specifications and consultation
inspecting a completed project to confirm it meets project plan requirements
knowledge of organisation's practices, ethical standards and legislative requirements associated with selecting and coordinating a consultancy team to complete property projects

monitoring a project against the project plan and using established communication channels
preparing selection criteria and conducting a contractor selection process.
Context of and specific resources for assessment
Resource implications for assessment include:
a registered provider of assessment services
assessment materials and tools
candidate special requirements
competency standards
cost and time considerations
suitable assessment venue and equipment
workplace documentation.
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 activity and must include evidence relating to each of the 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.
Replaced By
State Code National Code Title Type
AXH76 CPPDSM5026 Manage a consultant property project team Unit of competency