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Simulated workplace
Scenario · Strata and Body Corporate Management

Prepare the Riverbend Towers AGM notice, budget and motions

You are an assistant strata manager working with the Strata Manager.

Advanced4 to 5 hours7 tasks
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The situation

What has happened

Riverbend Towers is a 212 lot scheme at South Brisbane with an annual general meeting on 21 October. The notice must be issued by 30 September with the agenda, the budgets, the levy schedule, the insurance motion and any owner motions. The sinking fund forecast has been updated and shows the lift modernisation falling due in two years. Last year's actuals show insurance premiums up 14 percent and electricity up 9 percent. The committee has asked for a by-law motion restricting short-term letting, which needs the right resolution type and explanatory material. Levies outstanding are 38,400 dollars. The Strata Manager wants the schemes register kept current as the work progresses.

Your brief. Draft the administrative and sinking fund budgets and the levy schedule, prepare the insurance and by-law motions with the correct resolution types, assemble the AGM notice and agenda using the minutes template structure and update the schemes register with the progress and dates.
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Tasks

Deliverables

  • Draft administrative and sinking fund budgets with explanations
  • Levy schedule and owner explanatory note
  • Draft AGM notice, agenda and motions
  • Updated schemes register entry and briefing note

Documents to use

Systems to use

Strata Schemes and Levies Register

Every body corporate scheme under management with its lots, committee contact, meeting dates, levy position and insurance renewal.

Maintenance and Work Orders

Repair and maintenance requests for rental properties and common property from logging through approval, contractor allocation and completion.

For trainers and assessors

Units of competency

Current on training.gov.au for the Property Services Training Package as at 10 September 2026.

CPPSCM4045Facilitate strata community meetings
CPPSCM4086Coordinate preparation of strata community budgets
CPPSCM4009Access and interpret legislation in strata community management
CPPSCM4084Administer insurance for strata communities
CPPSCM4087Facilitate operation of strata community committees

Qualifications

CPP40521Certificate IV in Strata Community Management
Assessor notes

What to look for

Evidence guide

Check the budgets reconcile and that increases are explained, that the levy schedule is calculated on lot entitlements with correct instalment dates, that each motion carries the right resolution type and the insurance commission is disclosed, and that the notice is complete and issued within the statutory period. The briefing note should show judgement about contested motions and arrears.

The student's evidence summary lists every record they created or changed in the systems named above, their notes and the tasks they ticked. Verify it against the deliverables and your own assessment tool.