Caretaker Performance Management Audit/Assessment – 3 Day Training Course

Course Type Caretaker Performance Management Audit/Assessment – 3 Day Training Course
Reference Code CPMA
Course Duration 3 Day Training Course
Student Type
  • Caretakers/Building Managers/Facility Managers
  • Prospective Purchasers of Management Rights
  • Property Developers
  • Committee Members (Chairperson, Secretary, Treasurer & Ordinary Members)
Course Description The 3 Day Course is essential for:

(i)  CARETAKERS PENDING AN AUDIT

Managers who are required to undertake a (“Diverse FMX”, “Seymour Consulting”, “Danny Little”, “Leary & Partners” etc.). Caretaker Performance Management Audit/Assessment and wish to comply ahead of time. Understanding Manager’s rights, obligations and applicable minimum objective performance standards.

(ii) CARETAKERS ISSUED WITH AN AUDIT REPORT OR REMEDIAL ACTIONS NOTICE  

Managers who are on the receiving end of Caretaker Performance Management Audit/Assessment Report and/or Remedial Actions Notice and require to comply within specified timeframes. Technical, onsite, assistance is available to Managers/Bodies Corporate 24/7.

(iii)  CARETAKERS IN DISPUTE

Managers in dispute/conflict with the Body Corporate/Committee Members and wish to ensure that Caretaking/Management Agreement and State (QLD) statutory requirements have been appropriately met. Learn how to mitigate your risks and liabilities.

(iv)  BUYERS OF MANAGEMENT RIGHTS

Managers who are looking to buy/operate/expand their Management Rights portfolio and wish to ensure that Caretaking/Management Agreement and State (QLD) statutory obligations are confidently met, to suitably impress the Body Corporate Committee and accurately deliver on your contract/lawful requirements.

(v)  PROPERTY DEVELOPERS INTRODUCING MANAGEMENT RIGHTS

Property Developers looking to introduce/implement/operate Management Rights in the State of Queensland.

(vi)  EXECUTIVE & ORDINARY COMMITTEE MEMBERS

Committee Members who are required to supervise and monitor the performance of (onsite) Managers/Caretakers/Facility Managers and deliver on the BCCM Act – Committee – “Code of Conduct” requirements. This course would also apply to “self-managing” Bodies Corporate who are required to maintain common property on behalf of all lot owners.

All training programs are 100% site specific and workshops are customised to each client’s individual competency level and prior industry experience. Training may be arranged on short notice for all urgent requests!

A comprehensive review of identified non-compliances is undertaken. Students conduct a site inspection to acquire the necessary skills to “self-audit”, “self-assess” and avoid or prevent future (performance based) internal conflicts/disputes from arising.

Students acquire an understanding of all relevant acts, codes of practices, statutory, mandatory and minimum objective standards which apply to the scheme and (site specific) Caretaking/Management Agreements.

Students are provided an essential introduction to the “ABMA Code” and the Body Corporate & Community Management Act (governing legislation).

Hands-on assistance is also provided to students to comply with all Caretaker Performance Audit/Assessments. Training includes (but is not limited to) – Caretaker – reporting requirements, tendering requirements, gardening and cleaning contract obligations, understanding of “in-contract” versus “outside contract” (extra) services, committee communication requirements, by-law breach management requirements, financial and accounts payable requirements and more!

Training may also be extended to include the following: body corporate policy implementation, day-to-day business operational process and procedures (to consistently deliver on contract obligations), conflict resolution strategies.

Upon completion of the “Strata Mastery” Building Compliance 101 + Body Corporate Best Practice training course, students will receive a “Strata Mastery” lifetime subscription membership to safeguard their investment.

If you are in receipt of a Caretaker Performance Management Audit/Assessment Notice or Report, time is of the essence!

 –   FOR ALL URGENT REQUESTS, PLEASE CALL STEPHANIE YUN, SENIOR TRAINER   –

DIRECT ON MOBILE 0455 506 321

DAY 1:

Subject: Building Compliance 101 Training Course + STRATA MASTERY – ABMA Code Utilisation & Code of Conduct Training Program
Duration: 5 to 6 Hours
Description: Introduction to the Building Compliance obligations in QLD – Statutory, Mandatory and Minimum Objective Performance Standards applicable to the strata sector. The course includes an introduction to the Australian Building Management (“ABMA”) Code + Step-by-step review of ABMA Code standards against the site specific, Caretaking Agreement “Schedule of Duties”.

DAY 2:

Subject: Regulatory Compliance Via Self Assessment & Caretaker Performance Management Audit Training Course
Duration: 6 to 7 Hours
Description: Onsite inspection and comprehensive “mock” (“Diverse FMX”, “Seymour Consulting”, “Leary & Partners”, “Danny Little”) audit. This course includes step-by-step assistance to comply with any identified non-compliance items and preparation of a detailed (Photographic) Building Management Report. Students are provided a detailed action plan which may be implemented within the first 3 months of appointment/operation, to ensure compliance. Audit training time may be extended, if required.

DAY 3:

Subject: Body Corporate Best Practice (BCBP) – Customised Training Course
Duration: 6 to 7 Hours
Description: Introduction to the Body Corporate & Community Management Act and associated Regulation Modules, to best comply with the BCCM Act (Caretaker) “Code of Conduct”. Training is site specific and focuses around key body corporate documents (community management statement/by-laws, sinking fund forecast, financials, minutes of committee and general meetings etc.).  This course is essential for those investing and/or working within a Body Corporate.

Subjects DAY 1, ABMA CODE TRAINING PROGRAM

Course subjects include:

  1. New Building Establishment Requirement at the First General Meeting of the Body Corporate
  2. Hand-over & Induction Requirements of Newly Appointed Caretakers 
  3. Building Classifications 
  4. Essential Services (Gas, Water, Electricity Sewerage Infrastructure)
  5. Fire Protection Services
  6. Non Essential Services (Air Conditioning)
  7. Soft Services – Cleaning & Waste Removal
  8. Soft Services – Gardening
  9. Recreational Areas – (Theatre, Playground, BBQ Area)
  10. Swimming Pools & Spas
  11. Minor Works (Caretaker Versus Body Corporate Responsibilities)
  12. Work Place Health & Safety Compliance Requirements (Body Corporate Versus Service Contractor Versus Caretaker Responsibilities)
  13. Code of Conduct
  14. Performance Management
  15. Project Management (When should the Body Corporate Engage an Independent Project Manager)
  16. Landlords & Tenants Compliance & Maintenance Responsibilities

DAY 2, REGULATORY COMPLIANCE VIA SELF ASSESSMENT & CARETAKER PERFORMANCE MANAGEMENT AUDIT TRAINING COURSE

Course subjects include:
i. Step-by-step review of the “Diverse FMX”, “Leary & Partners” or “Seymour Consulting” Caretaker Performance Management Audit Report and direct assistance to deliver on any identified non-compliances.

An internal check of compliance with various acts, codes of practices is conducted without the fear of students incurring infringement notices of penalties:

  1. Establishment Compliance (e.g. Certificate of Classification)
  2. Continuing Compliance
    (a) Fire (e.g. Occupier’s Statement)
    (b) Mechanical (e.g. Compliance Certificates)
    (c) Electrics (e.g. Thermographic Survey)
    (d) Gas (e.g. Test & Tagging)
    (e) Lift (e,g, Lift Registration Certificate)
    (f) Hydraulics (e.g. 5 Yearly Hydrant Test)
    (g) Swimming Pool (e.g. Pool Safety Certificate)
    (h) Asbestos (e.g. Register)
    (i) Emergency Evacuation (e.g. Plan)
    (j) Workplace Health & Safety (e.g. Plan)
    (k) Combustible Cladding (e.g. Cladding Identification Report)
    (l) Pest Control (e.g. Inspection Reports)
  3. Public Safety (e.g. Insurance Certificates)

DAY 3, BODY CORPORATE BEST PRACTICE – CUSTOMISED TRAINING COURSE

Course subjects include:

  1. Introduction to the BCCMA97 – “Code of Conduct” for Body Corporate Managers/Caretakers/Committee Members
  2. Understanding Your Scheme Profile (Module Type, Class Type, Rise Type) & Distinguishing The Key Components of Legislation
  3. Understanding The Roles & Responsibilities of Committee Members (Chairperson, Secretary, Treasurer, Ordinary Members, Body Corporate Manager & Building Manager/Caretaker)
  4. Body Corporate & Caretaker Spending Limits & Authorities – How When, Where & Why Body Corporate Funds May Be Expended?
  5. Essential Building Management Tools (Community Management Statement, Sinking Fund Forecast, Insurance Valuation)
  6. New Building Establishment Requirements (In Accordance With The ABMA Code)
  7. Body Corporate By-Law Breach – Caretaker Versus Committee Role & Responsibilities
  8. Committee Meeting Versus General Meeting Requirements
Time Schedule Monday to Sunday (7 Days A Week)

Morning Session
8:30am – 12:30pm

Afternoon Session
1:00pm – 4:00pm

Course Venue Onsite

  • Owner’s Unit
  • Manager’s Unit
  • Property Developer’s Office

Off-Site

  • Venue of Client Choice or Alternatively (Please See Below)

Brisbane Square Library
266 George Street, Brisbane City
Telephone 07 3403 4166

Opening Hours:
Monday to Thursday 9:00am – 6:00pm
Friday 9:00am – 7:00pm
Saturday 9:00am – 4:00pm
Sunday 10:00am – 3:00pm
Closed on Public Holidays

Meeting Room Hire Fees & Charges – Category One, Up to 50 people:
Rate: $18 per hour, 2 Weeks Advance Bookings Required

Trainer’s Travel Charges To & From Training Venue May Apply:
Industrial Award Rate of $0.80/km

Course Fee DAY 1, BUILDING COMPLIANCE & ABMA CODE TRAINING PROGRAM

Normal Rate: $860 + GST/Person
Strata Mastery Member Rate: $660 + GST/Person
Text Book (ABMA Code): $180 + GST/Copy
Duration: 5 to 6 Hours
Workshop Material: All student guidebooks, text books, certificates are provided on training date.

DAY 2, REGULATORY COMPLIANCE VIA SELF ASSESSMENT & CARETAKER PERFORMANCE AUDIT TRAINING COURSE

Normal Rate: $1,085 + GST/Person
Strata Mastery Member Rate: $985 + GST/Person
Duration: 6 to 7 Hours

DAY 3, BODY CORPORATE BEST PRACTICE – CUSTOMISED TRAINING COURSE

Normal Rate: $1,390 + GST/Person
Strata Mastery Member Rate: $1,190 + GST/Person
Text Book (ABMA Code): $55 + GST/Copy
Duration: 6 to 7 Hours
Workshop Material: All student guidebooks, text books, certificates are provided on training date.

TOTAL CHARGES –

Normal Rate: $3,235 + GST/Person
Strata Mastery Member Rate: $2,835 + GST/Person

Text Book (ABMA Code + Layman’s Guide): $180 + GST/Copy
Text Book (Layman’s Guide) $55 + GST/Copy

Trainer’s Travel Charges To & From Training Venue May Apply:
Industrial Award Rate of $0.80/km

Group Discounts Apply For Groups of 2 Or More (50% Discount Applies to Second Person) – Please Contact Us For A Quote
Visit the Strata Mastery HOME Page

Course Completion Upon completion of all courses, students will receive:

  • BC101 – Certificate of Participation
  • BCBP – Certificate of Participation
  • Strata Mastery – Electronic Student Participant Badge
  • Strata Mastery – Lifetime Subscription Membership
Course Enrolment Requirments Scheme documents are requested to be forwarded to Trainers not later than 24 hours prior to all scheduled workshops –

  • Community Management Statement (CMS)
  • Caretaking & Letting Agreement (If Applicable)
  • Sinking Fund Forecast
  • Asset Register & Contracts Register (If Available)
  • Notice of Previous Annual General Meeting (Including all Supporting Documents)

Documents may be requested from your Strata Manager/Body Corporate Manager and forwarded to: workshops@stratamastery.com.au

Course Registration For a free quotation or to enrol today, please contact Strata Mastery on telephone 07 3861 1432 or complete the on-line enquiries form provided.

What others have to say:

“Without a doubt important information. The kind of information managers do not want to learn through experience!”-

Nicholas MiaoEdward Street, Brisbane, 2016

Caretaker Audit Course – Top 5 FAQs

1. Who will initiate a Caretaker Performance Management Audit or Review?

An audit of building management performance will typically arise in circumstances where there has been a noticeable decline in the overall standard or condition of common/shared areas e.g. poor cleaning and gardening standards, poor by-law management, or, in instances where caretaking agreement/caretaking duty related complaints or disputes have gone unresolved. A disgruntled body corporate committee, having reached the very peak of their frustrations, will often engage independent legal counsel or seek the advice of the body corporate manager industry associates. Inevitably, an independent review or close assessment of caretaking performance (with contract “schedule of duties”) will ensue. Caretaking Audits/Reviews may be conducted by “Diverse FMX”, “Danny Little of MRAS Consulting”, “Seymour Consulting” or “Leary & Partners”.

2. What happens during a Caretaker Performance Management Audit?

A comprehensive inspection of the common property including all building infrastructure (e.g. swimming pool area, common riser rooms, utility rooms, hydrants, fire infrastructure, basement car park area) will take place. Assessors may also conduct a “desktop” audit of all building maintenance records (e.g. building certificates, service log books, tagging of app.) in addition to workplace health and safety compliance management plan checks. Detailed photographic evidence of any identified non-compliances will follow and any confirmed breaches of caretaking agreement terms and conditions, may or may not escalate to the issuance of one or a series of RANs (Remedial Action Notices).

3. How can a Building Manager best avoid a Caretaker Performance Management Audit?

It is imperative that building managers acquire an accurate understanding or interpretation of, site specific, caretaking agreement duties, legislative functions and building compliance responsibilities. Acquiring this information/up-skilling, however, may be a lot easier than you might think! 1, 2 and 3 day, site specific, training courses are available for Managers who are either – already on the receiving end of a Caretaker Performance Management Audit Notice/Report and needing to comply OR for Managers wishing to ensure 100% compliance, as a precautionary measure ahead of time! What are the tell-tale warning signs of a disgruntled committee: (1) Repeated and/or ongoing written/verbal complaints that are directed to the building manager; (2) Sudden and abrupt micro-management by voting committee members; (3) Body Corporate meetings being convened with the exclusion of building managers; (4) Committee resolutions/motions being passed authorising the appointment of legal counsel – where heavy discussions concerning the performance of the building manager have previously taken place.

4. What are the consequences of a poor Caretaker Performance Management/Building Audit?

Severe infringement notices and penalties will apply where the body corporate scheme is found to be non-compliant with various fire safety regulations, mechanical systems maintenance requirements, relevant Australian standards and site-specific codes of practices! In short, you do not want to learn this the hard way! Incidences (e.g. injury) arising from any identified non compliances by the building manager and/or the body corporate, carry with it serious consequences. Training courses will assist Managers to mitigate risks on the common property, ensure that building compliance obligations are satisfactorily met, provide clarification on caretaker versus body corporate roles and responsibilities, and help to reduce unnecessary legal or administrative costs for all industry stakeholders (committee members and building managers) who may simply require, site specific, non confrontational, guidance on caretaking contract and state building compliance statutory requirements. 

5. What are the legal consequences of receiving a RAN? (Remedial Action Notice)

Building managers are not permitted to transfer/assign/sell management rights where there is an outstanding RAN or “Default Notice” issued upon the Manager. A serious enough breach of the caretaking agreement, may warrant termination and result in a substantial legal battle (most likely supported by the Managers financier).  For further information, please visit Strata Mastery’s Service Directory of recommended industry experts/body corporate law firms.