Assessment information

Student Toolbox

Additional information to support you in completing training and assessment for units of competency from the Construction, Plumbing and Services Training Package is provided in the Student Toolbox. If you haven’t read through the Toolbox lately, take a few moments to review it now.

Assessment details

This unit of competency specifies the skills and knowledge required to produce schedules for physical and human resources and materials for residential or commercial projects. It includes monitoring project schedules and tracking and recording costs as they are incurred.

This unit of competency applies to site managers and forepersons, estimators, project managers and builders in the construction industry with responsibility for producing schedules for ordering materials and allocating labour.

This unit of competency is suitable for those using specialised knowledge to complete routine and non-routine tasks and using their own judgement to deal with predictable and sometimes unpredictable problems.

Completion of the general construction induction training program specified by the model Code of Practice for Construction Work is required for any person who is to carry out construction work. Achievement of CPCCWHS1001 Prepare to work safely in the construction industry meets this requirement.

Licensing, regulatory or registration requirements apply to this unit of competency in some jurisdictions. Relevant state and territory regulatory authorities should be consulted to confirm these requirements.

Assessment for this unit comprises:

knowledge questions

completion of a Site Diary

.

A Site Diary Template is provided in this Workbook. You should read through the template before you get started and ensure that you are clear on what you need to do. Speak to your trainer, assessor or workplace supervisor if you have any questions.

Co-assessment

In some cases, this unit will be assessed alongside other units from the Construction, Plumbing and Services Training Package. Your assessor will advise you if co-assessment is right for you and will talk to you about how this will take place. Keep in mind that, regardless of how and when assessment takes place, the skills and knowledge you are required to demonstrate for this unit don’t change.

Am i ready?

Use this section to check that you are ready to proceed with assessment. You should also use it to record important dates.

Prerequisites

There are no prerequisites for this unit.

Completion of the general construction induction training program specified by the model Code of Practice for Construction Work is required for any person who is to carry out construction work. Achievement of CPCCWHS1001 Prepare to work safely in the construction industry meets this requirement.

Evidence of completion of this requirement has been provided:

Yes No

See page:
of Student Toolbox

Assessment checkpoint

I have completed an assessment checkpoint for this unit and I feel ready to undertake assessment for this unit.

Yes No

Student assessment agreement

I have completed and submitted a Student Assessment Agreement for this unit of competency.

Yes No

Important dates

Important dates for assessment are:

Site Diary ____________________________________________________

Task requirements

For this unit, you will demonstrate the skills and knowledge you have developed during your training by producing labour and material schedules for one construction project. This may be a residential or commercial building and construction project.

Site Diary

You have been provided with a Site Diary template in this Workbook. You will need to fill it out based on your experiences with your construction project. This may be a construction project that you will be undertaking in your RTO’s simulated construction work environment, or a project that you are undertaking in a live construction environment (ie a real construction work site).

Note: if you are completing this task in a simulated construction environment your assessor will provide you with access to the technology, documents, plans and specs, policies and procedures and other resources you will need to complete your work. If you are in a real construction environment it is expected that you will have access to the full range of documentation, equipment and human resources required.

In this task, you will demonstrate your skills and knowledge by doing the following for your construction project:

reviewing project documentation and identifying labour and materials needs

identifying suitable suppliers and contractors

compiling a list of approved suppliers and contractors

developing a call forward sheet

preparing site files

taking into consideration the impact of variations on the project

producing a schedule for the ordering of materials

allocating labour for the building and construction project

monitoring project costs

monitoring the project schedule

maintaining project files across the lifetime of the project.

Read through your Site Diary for a more detailed breakdown of your tasks.

By reflecting on what you did and gathering evidence of your work, you will satisfy the assessment requirements for this unit.

Your Site Diary is broken into a number of sections, which are mapped against the skills and knowledge that you need to demonstrate. Each section of the site diary includes:

a list of the skills and knowledge that you need to demonstrate

a reflective journal with some questions for you to answer

reminders to attach evidence with some suggestions for suitable examples provided in each case (the diary also includes some mandatory evidence that you will need to submit).

Some sections of your Site Diary include knowledge questions that you will need to answer. Make sure you answer these clearly and in as much detail as you can.

You must correctly complete all parts of the Site Diary and submit sufficient evidence to be marked as satisfactory for this task. Talk to your assessor immediately if you have any concerns about evidence gathering.

A mapping of the unit requirements against your Site Diary has been provided below for reference.

SITE DIARY MAPPING

Workplace activity

Site Diary section

Assessing requirements

Checking conditions of permits

Identifying variations to scope of works and contractual terms

Compiling a list of nominated and approved suppliers and contractors

Developing effective communication channels

Confirming the availability of materials and labour.

Section 1 – Assess the physical and human resource requirements

Producing schedules for the project

producing a schedule for the ordering of materials and allocation of labour

entering critical project information into the schedule

preparing electronic call forward sheet

preparing electronic site files

breaking down the project into stages common tasks, milestones in time frames

itemising materials and labour required for each stage of the construction

sequencing the delivery of material

factoring in unplanned delays.

Section 2 – Produce schedules

Supervising project communications

monitoring construction costs

monitoring and managing project progress

recording changes and variations in the project

resolving issues

maintaining a cost analysis.

Section 3 – Monitor project costs and maintain project files

Student’s name:

Describe the building and construction project and your role

What is the nature of the building?

How will it be used?

Define the building’s NCC Classification

Describe your role in the project

Project commencement date

Section 1 – Assess physical and human resource requirements

Use Section 1 of your Site Diary to record the work that you did around accessing the physical and human resource requirements for your project. The skills and knowledge that you need to demonstrate include:

che

cking the

approved permits and plans and confirming the project commencement dates

identifying variations to scope of works and the contractual terms

compiling a list of nominated and approved suppliers and contractors

developing channels for effective communication between staff, suppliers and contractors

confirming availability of materials with suppli

ers

confirming availability of labour with contractors

entering critical project information into the project schedule

using technology to:

communicate and collaborate with others

access and extract information

complete a project schedule

.

Section 1 – Knowledge questions

1. Identify at least five Acts and regulations applicable to the type of building and construction project that you are focusing on for your assessment.

2. For your project:

identify the applicable building and construction codes

identify at least four Australian Standards

3. Outline the purpose of construction drawings and specifications. In your response, refer to who is responsible for creating the drawings and specifications for a project.

4. Before you start a building and construction project, you may need to have planning and building permits issued by the local council.

Outline the purpose of planning and building permits. How are they different?

What permits are required for your project?

Outline the local council application and approval process that had to be followed for the planning and building permits for your project.

5. When suppliers are selected for a project they will be issued with a contract. Provide a brief overview of what a supply contract is and what it may be contain.

6. Understanding the obligations of contractor contracts is part of your role in supervising a construction project. List four elements that this type of contract should include and explain why these elements are important.

Section 1 – Reflective journal

Activity

Discussion

Suitable evidence

Referring to the approved permits for your project, provide an outline of any special requirements and conditions.

Include in your response:

why it was important to confirm the commencement date of the project

how and to whom you communicated these conditions and requirements

how the approval timeframe, or the conditions of the permits impacted the starting date of the project

how the conditions of the permit/s impacted the labour or material schedule, if at all.

Attach evidence of the required permits to your Site Diary.

Planning permits

Building permits

Other relevant permits

Meeting minutes

Approved supplier list

Approved contract labour list

Variation documents

Plans, drawing and specs

Video recordings

Audio recordings

Photos

Correspondence such as emails, letters, memos, notes etc

Links to relevant policies and procedures

Links to information sources

Identify at least one variation made in the early stages of the project, preferably before you had scheduled labour and materials.

Include in your response:

How you identified that the variation was required.

Any negotiations between you and the owner and the outcome of these.

How did the variation impact your work in assessing physical and human resources for the project?

Attach evidence to your Site Diary.

Referring to the contract, identify any terms and conditions that were varied by the owner.

What were the changes?

Why were the changes made?

If there were no contractual changes, identify at least two that could occur that you would expect to impact physical and human resources.

Attach evidence to your Site Diary.

Discuss the process you took to develop a list of nominated and approved suppliers and contractors for this project.

Include in your response:

The process you took to identify what suppliers and contractors were needed for the project.

An outline of your organisation’s procedures for selecting and engaging suppliers.

An outline of your organisation’s procedure for approving and contracting contractors.

Attach to your Site Diary:

the list of approved suppliers

the list of approved contractors.

Feel free to add other evidence that shows your work in this regard, such as communication with your colleagues about preferred suppliers and contractors, and copies of relevant procedures.

Think about the suppliers you engaged for this project.

Choose two different suppliers that were approved and discuss:

the materials supplied

terms and conditions of the contract

the channel/s of communication used with the supplier

the types of documentation provided to the supplier and those received from the supplier

how documentation was stored from this supplier.

Attach evidence to your Site Diary.

Think about the contractors you engaged for this project.

Choose two different contractors that were approved and discuss:

their role during the project

the terms and conditions of their contract

the channels of communication you used to confirm the labour

the types of documentation provided to the supplier and those received from the supplier

how documentation was stored from this supplier.

Attach evidence to your Site Diary.

If you engaged any specialist trades for your project, you may like to choose one of them to report on.

Discuss the process you followed to confirm the availability of materials with the two suppliers you reported on above.

Include in your response an example of how materials shortages or unavailability impacted the project.

Attach evidence to your Site Diary.

Describe the channels of communication you developed between yourself and staff involved in the project.

How did you manage the communication to ensure it was effective?

Attach evidence to your site diary.

Digital technology and devices are a large part of document management and sharing.

Identify at least three different types of technology you used to complete the activities you have discussed above.

Attach evidence to your Site Diary.

I have attached the following as evidence of this activity:

Supervisor comments and endorsement:

Supervisor signature:

Supervisor name:

Date:

Section 2 – Produce schedules

Use Section 2 of your Site Diary to record the work that you did to produce the labour and material schedules for the building and construction project. This should include:

preparing electronic call forward sheets and site files

developing a work breakdown structure or similar

setting project milestones

taking into account unplanned delays.

The skills and knowledge that you need to demonstrate include:

understanding the

range of

project costs

breaking the project into stages, tasks and milestones with dates

itemising the materials and labour required for the different stages

sequencing delivery and commencement of work schedules

using technology to:

communicate and collaborate with others

access

, maintain

and

record

information

develop documentation.

Note that your schedules must be across the life of the project.

Section 2 – Knowledge questions

1. Work health and safety is the responsibility of everyone, but the site foreperson has responsibility of managing the health and safety on site during a project. Using the Construction work Model Code of Practice, outline the WHS requirements for your project. Include the names of Acts, Regulations and Standards that apply.

Identify the

legislative

requirements in regards to environmental

sustainability and waste management

for this project. Quote your sources of information.

Section 2 – Reflective journal

Activity

Discussion

Suitable evidence

Discuss the work you did to gather and add critical project information to the project schedule.

Include in your response:

who you communicated and worked with to gather this information

the types of technology and systems used

the documentation you gathered that provide you with the details you needed.

Labour schedule

Material schedule

Project schedule (at various stages, showing updates/amendments)

Screenshots, photos or printed reports of call forward sheet

Screenshots, photos or printed reports of site file

Links to policies and procedures

Agendas and meeting minutes

Emails

Other correspondence

Outline the process you followed to break down the project and set milestones and timeframes for commencement and completion.

Attach to your Site Diary the full project schedule for the life of the project as evidence.

Also attach any other evidence that shows your work in this area.

Discuss the work you did to prepare the electronic call forward sheet.

Include in your response:

the purpose of the call forward sheet

the information contained in the sheet

the technology you used to create the sheet

how the sheets are accessed, by whom and why.

Attach your call forward sheet to your Site Diary.

Provide a list of documents that you prepared for the site files.

Include in your response:

the purpose of the site files

how the site files are stored and accessed.

Attach evidence of your site file to your Site Diary.

Discuss the process you followed to allocate labour and materials across the stages of the project.

Include in your response:

how you determined which materials were required for the different stages of the project, and then how you allocated them

how you determined when in the project you would need the labour, and the factors you needed to consider when allocating the labour.

Attach to your Site Diary your itemised materials and labour requirements (your labour and material schedules).

Provide one example of how labour availability impacted the project schedule or the choice of contractor.

Discuss how you factored in unplanned delays to the schedule.

What did you need to think about when planning for delays? What information did you use or consider?

Provide an example of a delay in the project. Did you plan for this delay? How did it effect the schedule or contract conditions? What did you to handle it?

Attach evidence to your Site Diary that shows how you addressed the delay.

I have attached the following as evidence of this activity:

Supervisor comments and endorsement:

Supervisor signature:

Supervisor name:

Date:

Section 3 – Monitor project costs and maintain project files

Use Section 3 of your Site Diary to record the work that you did to monitor the project costs and maintain the site file for the project. This should include:

monitoring the project

costs

by

:

monitoring progression costs

monitoring variation costs

managing the project schedule by monitoring project progress

maintaining the project files by documenting:

unscheduled and approved variations

changes to plans and specs

delays to the project

.

You should also demonstrate that you can resolve issues and maintain a cost analysis against final estimated project cost.

Section 3 – Reflective journal

Activity

Discussion

Suitable evidence

Understanding project costs is an important part of managing a successful construction project.

Outline your organisation’s procedures for estimating the following costs in a project:

organisational labour

subcontractor labour

organisation overheads

public liability and professional indemnity

workers compensation

temporary services such as electrical, plumbing and draining

temporary site facilities, storage facilities and boundary fencing

communications

project administration.

Discuss how these costs were allocated and controlled in the project.

Attach evidence to your Site Diary. This could be links to policies and procedures, budget allocations and reports.

Project reports

Gantt charts

Pert charts

Policies and procedures

Cost analysis documents and reports

Variation documents

Budget reports

Plans and specs

Correspondence

Emails

Discuss the work you did to monitor the project costs.

Include the construction stage progression costs and the approved variation costs against the project’s estimated costs in your response.

Provide an example of where the actual cost was significantly different to the estimated cost and how this was managed.

Discuss how you resolved the issue?

Attach evidence of your work to your Site Diary.

Discuss how you monitored the project’s progress against the scheduled timelines and milestones.

As part of your response include reference to how you managed at least two different tasks that were at risk of not being completed on time.

Attach evidence of your work to your Site Diary.

All variations and changes to the plans and specifications need to be recorded.

Provide an example of each of the following. Discuss the reason that each of the examples occurred, how the information was recorded and communicated with the appropriate parties:

an unscheduled and approved variation

a change to the approved plan or specifications

a delay in the project

Provide evidence of your examples to your Site Diary.

Discuss the work you did to resolve issues and maintain a cost analysis against the final estimated project cost.

Include in your response the technology, tools and equipment you used to maintain the cost analysis.

Attach evidence of your cost analysis to your site diary.

I have attached the following as evidence of this activity:

Supervisor comments and endorsement:

Supervisor signature:

Supervisor name:

Date:

Assessment outcome –

CPCCBC4005 Produce labour and material schedules for ordering

Section 1: Knowledge questions

Satisfactory

Not satisfactory

Section 1: Assess physical and human resource requirements

Satisfactory

Not satisfactory

Section 2: Knowledge questions

Satisfactory

Not satisfactory

Section 2: Produce schedules

Satisfactory

Not satisfactory

Section 3: Monitor project costs and maintain project files

Satisfactory

Not satisfactory

Assessor signature:

Assessor name:

Date: