Unit of competency Outline
Date retreived
22/07/2026 4:15 PM AWST
22/07/2026 4:15 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 strategic facilities management plan
Develop strategic facilities management plan
Unit of competency
National Code
CPPDSM6008A
CPPDSM6008A
State Code
D1361
D1361
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
29/08/2011
Field of Education
080399 - Business And Management, N.e.c.
Original Release Date
29/08/2011
Nominal Hours
40
Description
This unit of competency specifies the outcomes required to develop and implement a strategic facilities management plan that is consistent and appropriate. It requires the ability to measure the effectiveness of the facilities management plan using a variety of review and evaluation methods and to modify and implement corrective action 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 facilities management requirements.
- 1.1 Facilities management performance needs are determined and confirmed as required in consultation with relevant people. 1.2 Risk assessment of facilities management outcomes is conducted and assessed according to industry and organisational policies and procedures.1.3 Relevant industry benchmarks are analysed to assess expected performance of assets in varying market conditions.1.4 Applicable industry, organisational and legislative requirements are interpreted to establish user, contractual and legal compliance for facilities performance.
2Prepare plan.
- 2.1 Facilities management plan including aims and objectives is prepared in appropriate format for dissemination to relevant people.2.2 Quality assurance goals and strategies are established according to facilities management plan.2.3 Monitoring and reporting arrangements for facilities management plan are determined in line with client requirements.2.4 Life cycle analysis is undertaken and capital investment strategies are planned.
3Organise resources and support processes.
- 3.1 Financial, physical and human resource requirements are organised according to facilities management plan.3.2 Information relating to implementation of facilities management plan is distributed using established communication channels.3.3 Reliable management methods are used, making efficient use of time and resources.3.4 Roles and responsibilities associated with implementation of facilities management plan are clearly defined and documented.
4Review, evaluate and modify facilities management plan.
- 4.1 Facilities management plan is reviewed and evaluated in consultation with relevant people using appropriate feedback strategies.4.2 Systematic review processes are established and suitable evaluation methods used to evaluate facilities management plan outcomes.4.3 Evaluation results are reviewed and recommendations for modification of plan and corrective actions are incorporated as required into facilities management plan.4.4 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.
Facilities may include:
car parking
child care centres
community facilities
educational facilities
meeting places
offices
security facilities
sport and recreation venues.
Relevant people may include:
agents
clients
colleagues
designated OHS representatives
emergency personnel
engineers and technicians
government personnel
installers
legal representatives
members of industry associations
property owners
site personnel
subcontractors
supervisors
technical experts
tenants
tradespeople.
Industry benchmarks may relate to:
discounted cash flows
employment rates
industry association performance index
inflation rate
internal rates of return
life cycle costings
published vacancy factors
tenancy mix.
Assets may be static or dynamic and include:
buildings
business and marketing contracts
equipment
furniture
goodwill
land
property
vehicles.
Organisational requirements may be outlined and reflected in:
access and equity principles and practice guidelines
business and performance plans
complaint and dispute resolution procedures
emergency and evacuation procedures
employer and employee rights and responsibilities
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
policies and procedures relating to own role and responsibility
quality and continuous improvement processes and standards
quality assurance and procedure manuals
records and information systems and processes.
Legislative requirements may be outlined and reflected in:
Australian standards
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
consumer protection
environmental and zoning laws affecting access security, access and property use
freedom of information relevant federal, and state or territory legislation that affects organisational operation, including:
OHS
environmental issues
EEO
industrial relations
anti-discrimination and diversity
home building requirements
local regulations and by-laws
privacy laws applying to owners, contractors and tenants
public health
quality assurance and certification requirements
strata, community and company titles
tenancy agreements
trade practices laws and guidelines.
Facilities management plan may include:
asset management process and practice recommendations
building and engineering maintenance plans
environment plans and guidelines
funding strategies
life cycle management plans
long-term capital and maintenance financial forecasts
performance benchmarking recommendations and measurement processes
planning guidelines
quality standards
risk management processes and practices
utilities plans and infrastructure such as energy, water and sewerage.
Quality assurance goals and strategies may relate to:
a formal structure against which progress can be evaluated
budgets and timetables that enable the commitment of resources at appropriate points in the project
compliance with Australian standards
contingency plans to cater for a change of corporate focus or significant project difficulties
continuous improvement strategies
mechanisms for involving a wide variety of interested parties or stakeholders in the project
procedures for monitoring and evaluating project outcomes and client satisfaction
reducing risk by anticipating, evaluating and developing strategies for the management of possible problems
reporting procedures and protocols.
Life cycle analysis may include:
computer modelling
examination of cash flows and other financial projections
quantitative and qualitative analysis
probability analysis
time series recognition.
Informationrelating to implementation of facilities management plan may include:
a formal structure against which progress can be evaluated
acquisition and disposal strategies
budgets and timetables that enable the commitment of resources at appropriate points
consultation strategies to involve stakeholders
contingency plans to cater for changes or significant difficulties
objectives, scope and expected benefits
quality assurance procedures
specifications
transition plans.
Communication channels may include:
direct line supervision paths
lateral supervision paths
organisational communication protocols and procedures
organisational networks.
Roles and responsibilities may be influenced by:
codes of conduct
job description and employment arrangements
organisational policies relevant to work role
skills, training and competencies
supervision and accountability requirements, including OHS
team structures.
Feedback strategies may include:
clients and their legal representatives
management and colleagues
documentation and reports
formal and informal communication
regular meetings.
Evaluation methods could be qualitative or quantitative and may relate to:
checklists
cost data analysis
expert and peer review
interviews
observation
questionnaires
review of quality assurance data.
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.
Facilities may include:
car parking
child care centres
community facilities
educational facilities
meeting places
offices
security facilities
sport and recreation venues.
Relevant people may include:
agents
clients
colleagues
designated OHS representatives
emergency personnel
engineers and technicians
government personnel
installers
legal representatives
members of industry associations
property owners
site personnel
subcontractors
supervisors
technical experts
tenants
tradespeople.
Industry benchmarks may relate to:
discounted cash flows
employment rates
industry association performance index
inflation rate
internal rates of return
life cycle costings
published vacancy factors
tenancy mix.
Assets may be static or dynamic and include:
buildings
business and marketing contracts
equipment
furniture
goodwill
land
property
vehicles.
Organisational requirements may be outlined and reflected in:
access and equity principles and practice guidelines
business and performance plans
complaint and dispute resolution procedures
emergency and evacuation procedures
employer and employee rights and responsibilities
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
policies and procedures relating to own role and responsibility
quality and continuous improvement processes and standards
quality assurance and procedure manuals
records and information systems and processes.
Legislative requirements may be outlined and reflected in:
Australian standards
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
consumer protection
environmental and zoning laws affecting access security, access and property use
freedom of information relevant federal, and state or territory legislation that affects organisational operation, including:
OHS
environmental issues
EEO
industrial relations
anti-discrimination and diversity
home building requirements
local regulations and by-laws
privacy laws applying to owners, contractors and tenants
public health
quality assurance and certification requirements
strata, community and company titles
tenancy agreements
trade practices laws and guidelines.
Facilities management plan may include:
asset management process and practice recommendations
building and engineering maintenance plans
environment plans and guidelines
funding strategies
life cycle management plans
long-term capital and maintenance financial forecasts
performance benchmarking recommendations and measurement processes
planning guidelines
quality standards
risk management processes and practices
utilities plans and infrastructure such as energy, water and sewerage.
Quality assurance goals and strategies may relate to:
a formal structure against which progress can be evaluated
budgets and timetables that enable the commitment of resources at appropriate points in the project
compliance with Australian standards
contingency plans to cater for a change of corporate focus or significant project difficulties
continuous improvement strategies
mechanisms for involving a wide variety of interested parties or stakeholders in the project
procedures for monitoring and evaluating project outcomes and client satisfaction
reducing risk by anticipating, evaluating and developing strategies for the management of possible problems
reporting procedures and protocols.
Life cycle analysis may include:
computer modelling
examination of cash flows and other financial projections
quantitative and qualitative analysis
probability analysis
time series recognition.
Informationrelating to implementation of facilities management plan may include:
a formal structure against which progress can be evaluated
acquisition and disposal strategies
budgets and timetables that enable the commitment of resources at appropriate points
consultation strategies to involve stakeholders
contingency plans to cater for changes or significant difficulties
objectives, scope and expected benefits
quality assurance procedures
specifications
transition plans.
Communication channels may include:
direct line supervision paths
lateral supervision paths
organisational communication protocols and procedures
organisational networks.
Roles and responsibilities may be influenced by:
codes of conduct
job description and employment arrangements
organisational policies relevant to work role
skills, training and competencies
supervision and accountability requirements, including OHS
team structures.
Feedback strategies may include:
clients and their legal representatives
management and colleagues
documentation and reports
formal and informal communication
regular meetings.
Evaluation methods could be qualitative or quantitative and may relate to:
checklists
cost data analysis
expert and peer review
interviews
observation
questionnaires
review of quality assurance data.
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 developing and implementing a facilities management plan. 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:
conducting a life cycle assessment and planning appropriate investment and disposal strategies for incorporation into facilities management plan
determining facilities and asset management requirements using industry benchmarks and risk assessment strategies
evaluating the facilities management plan and making recommendations for immediate action or modification of the plan
identifying resource requirements, communicating roles and responsibilities and designing an implementation strategy for the plan
knowledge of organisation's practices, ethical standards and legislative requirements associated with developing and implementing facilities management plans
preparing a facilities management plan incorporating quality systems and reporting procedures.
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 developing and implementing a facilities management plan. 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:
conducting a life cycle assessment and planning appropriate investment and disposal strategies for incorporation into facilities management plan
determining facilities and asset management requirements using industry benchmarks and risk assessment strategies
evaluating the facilities management plan and making recommendations for immediate action or modification of the plan
identifying resource requirements, communicating roles and responsibilities and designing an implementation strategy for the plan
knowledge of organisation's practices, ethical standards and legislative requirements associated with developing and implementing facilities management plans
preparing a facilities management plan incorporating quality systems and reporting procedures.
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 |
|---|---|---|---|
| ODO77 | CPPDSM6008 | Develop and implement strategic facilities management plans | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| J500 | CPC60212 | Advanced Diploma of Building and Construction (Management) | Qualification |
| BGC6 | CPC60220 | Advanced Diploma of Building and Construction (Management) | Qualification |
| W981 | CPP60211 | Advanced Diploma of Property Services (Asset and Facility Management) | Qualification |