25866 version 1
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Plan, manage, and log bookings, and formalise contracts for a
conventions and incentives industry project
Level
5
Credits
3
Purpose
People credited with this unit standard are able to: perform administration
tasks upon acceptance of conventions and incentives industry project
quotations; plan, manage, and log bookings for a conventions and incentives
industry project; and formalise contract with client.
This unit standard is intended for people working within a venue sales role
within the conventions and incentives industry.
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.
Replacement information
This unit standard and unit standard 25867 replaced unit
standard 18579.
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.
 New Zealand Qualifications Authority 2016
25866 version 1
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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.
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.
4
The project brief will be supplied to the candidate.
Elements and performance criteria
Element 1
Perform administration tasks upon acceptance of conventions and incentives industry
project quotations.
Performance criteria
1.1
Schedules are generated for task allocation in accordance with the project brief
and industry practice.
Range
1.2
may include but is not limited to – time, duration, type of project.
Credit applications are processed in accordance with client requirements and
industry practice.
 New Zealand Qualifications Authority 2016
25866 version 1
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1.3
Deposits are obtained and processed in accordance with industry practice.
Element 2
Plan, manage, and log bookings for a conventions and incentives industry project.
Performance criteria
2.1
Each aspect of the project is planned and managed in terms of time-lines and
interrelationships with other aspects of the project.
Range
2.2
Plans for the project are managed in terms of time-lines and interrelationships
with other projects.
Range
2.3
may include but is not limited to – trade, pack-in, pack-out,
challenges, conflicts.
may include but is not limited to – type, size.
The project is logged in terms of the quotation and project plans in accordance
with industry practice.
Element 3
Formalise contract with client.
Performance criteria
3.1
The method of payment is agreed to in accordance with industry practice.
3.2
Amendments to contract are made, where required, in accordance with
changes or additions made as a result of the review of the function sheet.
3.3
Contract is confirmed with client and signed off as agreement of service in
accordance with 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
25866 version 1
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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