Unit of competency Outline
Date retreived
22/07/2026 2:47 PM AWST
22/07/2026 2:47 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.
Develop strata/community management agreement
Develop strata/community management agreement
Unit of competency
National Code
CPPDSM5016A
CPPDSM5016A
State Code
D1335
D1335
TGA Status
Deleted
Deleted
DTWD Status
Deleted
Deleted
State Implementation and Classification
Approved Date
31/10/2008
Field of Education
080503 - Real Estate
Original Release Date
31/10/2008
Nominal Hours
40
Description
This unit of competency specifies the outcomes required to establish and coordinate a strata/community management agreement. It requires the ability to develop effective strategies to manage the operational, resource and maintenance needs of assets and to review and evaluate those strategies. 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
1Establish agreement requirements.
- 1.1 Management agreement requirements are established in consultation with relevant people according to client, organisational and legislative requirements.1.2 Registered plans are accessed and interpreted to establish user and contractual obligations according to legislative requirements.1.3 Relevant legislation is interpreted to establish user, contractual and legislative requirements.1.4 Cost share arrangements are identified through systematic analysis of use of shared assets and facilities.
- 1.5 Risk assessment is conducted on expected management agreement outcomes according to organisational procedures.1.6 Industry benchmarks are analysed and compared with expected outcomes in line with organisational procedures.
2Prepare agreement.
- 2.1 Management agreement is prepared in required format, style and structure and presented to relevant people within agreed timeframe.2.2 Roles and responsibilities associated with implementation of management agreement are clearly defined and documented.2.3 Cost share arrangements are negotiated and agreed between users according to identified client needs.2.4 Suitable insurance coverage is researched and negotiated based on identified management agreement requirements.2.5 Risk management plan to identify, assess and control risks is developed and incorporated into management agreement according to legislative and organisational requirements.2.6 Financial, physical and human resource requirements are identified according to management agreement and organisational requirements.
3Organise resources and support processes.
- 3.1 Appropriate resources and support processes are negotiated and confirmed with relevant people according to organisational procedures.3.2 Continuous suitable insurance cover is maintained based on client and legislative requirements.3.3 Organisational rate schedules and conditions are applied to established costings where appropriate according to organisational requirements.3.4 Information related to implementation support requirements is distributed using established communication channels.3.5 Operational and maintenance schedule is developed which details a range of activities and time lines that accurately reflect client and organisational requirements.
- 3.6 Situations requiring specialist advice are identified and assistance is sought as required according to organisational procedures.
4Review and evaluate management agreement.
- 4.1 Management agreement is reviewed and evaluated in consultation with relevant people using appropriate communication techniques.4.2 Systematic review processes and established evaluation methods are identified and used to assess processes and outcomes.4.3 Evaluation results are documented using business equipment and technology and presented to relevant people for feedback according to applicable OHS and organisational requirements.4.4 Recommendations for improving project processes are implemented where possible according to organisational requirements.4.5 Information is securely maintained with due regard to client confidentiality, and 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.
Relevant people may include:
clients
consumers
government personnel
legal representatives
management and colleagues
members of industry associations.
Clients may include:
agents or third parties for owners
in-house staff and office contractors
owner corporations, body corporate and community title groups
potential and existing owners
prospective and existing tenants
strata companies.
Organisational requirements may be outlined and reflected in:
access and equity principles and practice guidelines
agency policies and 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
sales, marketing and leasing management procedure manuals.
Legislative requirements may be outlined and reflected in:
Australian Securities and Investments Commission, Australian Competition and Consumer Commission, 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.
Analysis may include:
computer modelling
examination of cash flows and other financial projections
examination of collected data
quantitative and qualitative analysis
probability analysis
time series recognition.
Risks may relate to:
changes to regulations and legislation
client and staff satisfaction
competition
emergencies and disasters
fire and security
health and safety
market influences
physical, financial or human resources
project control and cash flow
suppliers and contractors
time and budget constraints.
Industry benchmarks may include:
discounted cash flow
employment rates
industry association performance index
inflation rate
internal rate of return
life cycle costing
published vacancy factors
tenancy mix.
Negotiated refers to negotiation techniques that should include:
clearly presenting options and consequences
control of tone of voice and body language
demonstrating flexibility and willingness to negotiate
using positive, confident and cooperative language
using language and concepts appropriate to the people involved
using strategic questioning and listening to gather information and direct the focus of people involved
using summaries of positions and agreements to move understanding.
Risk management plan may describe:
how often risks will be reviewed, the process for review, and who will be involved
how risk status will be reported and to whom
initial snapshot of the major risks and current grading
planned strategies for reducing likelihood and seriousness of each risk (mitigation strategies) and who will be responsible for implementing them
process that will be used to identify, analyse and manage risks, both initially and throughout the life of the project
who will be responsible for which aspects of risk management.
Communication channels may include:
direct line supervision paths
lateral supervision paths
organisational communication protocols and procedures
organisational networks.
Specialist advice may be sought from:
architects
government officials
management
planners
real estate agents
solicitors
technical experts
valuers.
Communication techniques may include:
active listening
clear presentation of options
consultation methods
culturally inclusive and sensitive engagement techniques
questioning to clarify and confirm understanding
seeking feedback
two-way interaction
using language and concepts appropriate to cultural differences
verbal or non-verbal language.
Evaluation methods could be qualitative or quantitative and may include:
checklists
cost data analysis
expert and peer review
interviews
observation
questionnaires
review of quality assurance data.
Business equipment and technology may include:
data storage devices
email
facsimile machines
internet, extranet and intranet
photocopiers
printers
scanners
software applications, such as databases and word applications
work computers.
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.
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.
Relevant people may include:
clients
consumers
government personnel
legal representatives
management and colleagues
members of industry associations.
Clients may include:
agents or third parties for owners
in-house staff and office contractors
owner corporations, body corporate and community title groups
potential and existing owners
prospective and existing tenants
strata companies.
Organisational requirements may be outlined and reflected in:
access and equity principles and practice guidelines
agency policies and 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
sales, marketing and leasing management procedure manuals.
Legislative requirements may be outlined and reflected in:
Australian Securities and Investments Commission, Australian Competition and Consumer Commission, 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.
Analysis may include:
computer modelling
examination of cash flows and other financial projections
examination of collected data
quantitative and qualitative analysis
probability analysis
time series recognition.
Risks may relate to:
changes to regulations and legislation
client and staff satisfaction
competition
emergencies and disasters
fire and security
health and safety
market influences
physical, financial or human resources
project control and cash flow
suppliers and contractors
time and budget constraints.
Industry benchmarks may include:
discounted cash flow
employment rates
industry association performance index
inflation rate
internal rate of return
life cycle costing
published vacancy factors
tenancy mix.
Negotiated refers to negotiation techniques that should include:
clearly presenting options and consequences
control of tone of voice and body language
demonstrating flexibility and willingness to negotiate
using positive, confident and cooperative language
using language and concepts appropriate to the people involved
using strategic questioning and listening to gather information and direct the focus of people involved
using summaries of positions and agreements to move understanding.
Risk management plan may describe:
how often risks will be reviewed, the process for review, and who will be involved
how risk status will be reported and to whom
initial snapshot of the major risks and current grading
planned strategies for reducing likelihood and seriousness of each risk (mitigation strategies) and who will be responsible for implementing them
process that will be used to identify, analyse and manage risks, both initially and throughout the life of the project
who will be responsible for which aspects of risk management.
Communication channels may include:
direct line supervision paths
lateral supervision paths
organisational communication protocols and procedures
organisational networks.
Specialist advice may be sought from:
architects
government officials
management
planners
real estate agents
solicitors
technical experts
valuers.
Communication techniques may include:
active listening
clear presentation of options
consultation methods
culturally inclusive and sensitive engagement techniques
questioning to clarify and confirm understanding
seeking feedback
two-way interaction
using language and concepts appropriate to cultural differences
verbal or non-verbal language.
Evaluation methods could be qualitative or quantitative and may include:
checklists
cost data analysis
expert and peer review
interviews
observation
questionnaires
review of quality assurance data.
Business equipment and technology may include:
data storage devices
facsimile machines
internet, extranet and intranet
photocopiers
printers
scanners
software applications, such as databases and word applications
work computers.
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.
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 establishing and coordinating 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:
consulting with relevant people, conducting a risk analysis, and interpreting sourced information to establish accurate management agreement requirements
organising appropriate resources and support processes according to budget parameters
knowledge of organisation's practices, ethical standards and legislative requirements associated with establishing and coordinating a strata/community management agreement
preparing a management agreement within required timeframes incorporating strategies that address risk management, insurance coverage and resource requirements
using evaluation techniques to review project processes and implementing recommendations for improvement.
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.
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 establishing and coordinating 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:
consulting with relevant people, conducting a risk analysis, and interpreting sourced information to establish accurate management agreement requirements
organising appropriate resources and support processes according to budget parameters
knowledge of organisation's practices, ethical standards and legislative requirements associated with establishing and coordinating a strata/community management agreement
preparing a management agreement within required timeframes incorporating strategies that address risk management, insurance coverage and resource requirements
using evaluation techniques to review project processes and implementing recommendations for improvement.
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.
No information
| State Code | National Code | Title | Type |
|---|---|---|---|
| J047 | CHC60312 | Advanced Diploma of Community Sector Management | Qualification |
| W978 | CPP50511 | Diploma of Property Services (Asset and Facility Management) | Qualification |