18580 version 2
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Generate and review function sheets
Level
5
Credits
5
Purpose
People credited with this unit standard are able to: obtain and analyse
conventions and incentives industry project and client details; generate a
function sheet for each conventions and incentives industry project planned;
and review and amend function sheet.
Subfield
Tourism
Domain
Tourism Conventions and Incentives
Status
Registered
Status date
19 March 2010
Date version published
19 March 2010
Planned review date
31 December 2015
Entry information
Open.
Accreditation
Evaluation of documentation and visit by NZQA and
industry.
Standard setting body (SSB)
ServiceIQ
Accreditation and Moderation Action Plan (AMAP) reference
0078
This AMAP can be accessed at http://www.nzqa.govt.nz/framework/search/index.do.
Special notes
1
Assessment against this unit standard must take place in a conventions and
incentives industry workplace. Evidence of competency in this unit standard cannot
be demonstrated under simulated conditions in a training provider environment.
2
Definitions
Conference and/or convention refers to a formal meeting or assembly of attendees
for consultation, discussion, or for some special or occasional purpose which
includes a minimum of 50 attendees, two days duration, and the use of a venue.
Conventions and incentives industry refers to organisations involved in the
management, marketing, or implementation of conventions, conferences, or
incentives.
 New Zealand Qualifications Authority 2016
18580 version 2
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Function sheet refers to the documentation which contains all the operational details
for the on-site delivery of a conventions and incentives industry project.
Incentive is a global management tool that uses a reward to motivate and/or
recognise participants for increased levels of performance in support of
organisational goals.
Industry practice refers to the expected standards of performance required of a
professional working in the conventions and incentives industry. An indication of
criteria for standards may include but is not limited to – documented workplace
policies and procedures, industry codes of practice, and drafted constitutions and/or
codes of ethics of industry associations, such as those produced by the following:
Meetings and Events Australia (MEA), Sydney, http://www.meetingsevents.com.au.
International Congress and Convention Association (ICCA), Amsterdam,
http://www.iccaworld.com.
International Association of Professional Congress Organisers (IAPCO), London,
http://www.iapco.org.
Society of Incentive and Travel Executives (SITE), Chicago, http://www.site-intl.org.
Conventions and Incentives New Zealand (CINZ), Auckland,
http://www.conventionsnz.com.
Project refers to a conference, convention, or incentive.
Venue refers to any place where a conference, convention, or incentive is held.
3
Evidence is required for three different conventions and incentives industry projects,
of which one must include three major elements such as a conference with a
business session, an exhibition or trade display, and a gala dinner or a social
function which includes entertainment.
Elements and performance criteria
Element 1
Obtain and analyse conventions and incentives industry project and client details.
Performance criteria
1.1
Details of the project are obtained from the client in terms of their specific
requirements for their programme.
Range
1.2
details may include but are not limited to – client details, contact
on the day, special instructions, type and style of the project,
number of attendees, date of project, room set-up, floor plan,
signage requirements, billing instructions, equipment, timings,
catering requirements;
evidence is required for a minimum of six details for each project.
Each project element is analysed in terms of time-lines and for special
requirements.
 New Zealand Qualifications Authority 2016
18580 version 2
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Element 2
Generate a function sheet for each conventions and incentives industry project planned.
Performance criteria
2.1
Function sheet generated contains all the information required to organise the
project in accordance with agreed prices and client requirements.
Range
information may include but is not limited to – name and type of
project, room set-up, food and beverage requirements, equipment,
floor plan, signage requirements, additional services, equipment
breakdown for additional services, number of attendees, timeframes, method of service.
2.2
The construction of the function sheet enables venue staff to interpret and
implement the requirements of the client.
2.3
The function sheet identifies in-house and outsource services required to meet
the requirements of the client in terms of the project.
2.4
Construction of the function sheet enables clients to interpret and understand
the project plan in accordance with their requirements and agreed prices.
Element 3
Review and amend function sheet.
Performance criteria
3.1
Function sheet is reviewed in terms of any additional or different information
obtained from client in relation to the project.
3.2
Amendments are made to the function sheet in accordance with negotiated
changes that result from the review.
3.3
Client agreement is obtained in accordance with amended function sheet and
industry practice.
Please note
Providers must be accredited by NZQA, or an inter-institutional body with delegated
authority for quality assurance, before they can report credits from assessment against
unit standards or deliver courses of study leading to that assessment.
Industry Training Organisations must be accredited by NZQA before they can register
credits from assessment against unit standards.
Accredited providers and Industry Training Organisations assessing against unit standards
must engage with the moderation system that applies to those standards.
 New Zealand Qualifications Authority 2016
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Accreditation requirements and an outline of the moderation system that applies to this
standard are outlined in the Accreditation and Moderation Action Plan (AMAP). The
AMAP also includes useful information about special requirements for organisations
wishing to develop education and training programmes, such as minimum qualifications for
tutors and assessors, and special resource requirements.
Comments on this unit standard
Please contact the ServiceIQ qualifications@serviceiq.org.nz if you wish to suggest
changes to the content of this unit standard.
 New Zealand Qualifications Authority 2016