CPPDSM3016 - Work in the property industry assessment tool

Assessor Resource

CPPDSM3016
Work in the property industry

Assessment tool

Version 1.0
Issue Date: April 2024

This unit of competency specifies the outcomes required to apply foundation knowledge to work effectively and efficiently in the property industry. It covers the basic entry-level functions to enable compliance with legislative, financial and procedural requirements. It requires the ability to identify potential risks associated with a range of activities in the property industry, and opportunities for improving own professional development.

The unit supports workers in the property industry who are required to apply foundation knowledge to work effectively and efficiently in the industry. It applies to real estate agents, property managers, strata managers and facility managers.

Licensing, legislative, regulatory or certification requirements apply to this unit in some States and Territories. Relevant state and territory regulatory authorities should be consulted to confirm those requirements.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

Elements describe the essential outcomes.		Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions.
1.	Interpret and comply with legislative, financial and procedural requirements.	1.1.	Legislative, financial and procedural requirements relevant to organisationâ€™s services are identified.
		1.2.	Key principles relating to consumer protection and trade practices within the context of own role are identified and interpreted.
		1.3.	Own interpretation and application of legislative, financial and procedural requirements are confirmed to ensure consistent and accurate understanding.
		1.4.	Situations requiring specialist advice are identified and assistance is sought as required.
2.	Interpret and comply with ethical practices and rules of conduct.	2.1.	Regulatory and industry standards, and codes of ethics and conduct are identified and interpreted.
		2.2.	Key principles relating to organisationâ€™s ethical values are identified and interpreted in line with legislative and industry requirements.
		2.3.	Own interpretation and application of ethical and conduct requirements are confirmed to ensure consistent and accurate understanding.
		2.4.	Situations requiring specialist advice are identified and assistance is sought as required.
3.	Interpret work role and responsibilities.	3.1.	Own role and responsibilities are identified and confirmed with supervisor.
	Interpret work role and responsibilities.	3.2.	Work tasks are identified, scheduled and completed within designated timeframes.
		3.3.	Work practices are adapted to meet the specific needs of relevant people.
		3.4.	Feedback from clients and colleagues is sought and used to determine professional competency and quality of performance, and to identify key areas for improvement.
		3.5.	Information regarding learning and professional development is recorded and maintained.
4.	Identify risks.	4.1.	Potential and existing risks are identified and reported according to organisational procedures.
		4.2.	Recommendations on appropriate strategies to minimise risks and complaints are discussed with supervisor.
		4.3.	Limitations in identifying risks are identified and assistance is sought.
		4.4.	Information collection techniques are used to access information from individuals and groups on identified potential and existing risks.
5.	Complete standard contractual documentation.	5.1.	Standard documentation for property operations is completed according to legislative and organisational requirements.
		5.2.	Business equipment and technology are used as required to complete documentation.
		5.3.	Written information is prepared that complies with organisational standards of language, accuracy and relevance; and is used in an ethically and legally appropriate manner.
		5.4.	Property documentation and information systems are securely maintained.
6.	Access information on industry employment and professional development requirements.	6.1.	Industry employment and professional development requirements are accessed and interpreted to ensure own continuing professional development.
		6.2.	Employee and employer rights and responsibilities, including remuneration and awards, are accessed and interpreted.
		6.3.	Key industry and statutory organisations able to assist own professional development are identified and assistance is sought as required.
		6.4.	Industry competency standards and other relevant benchmarks are identified and reviewed to establish future professional development needs and priorities.

A person demonstrating competency in this unit must satisfy all of the elements, performance criteria, foundation skills and range of conditions of this unit.

The person must also respond to six routine workplace situations, one relating to each of the following aspects of work in the property industry:

interpreting and complying with legislative, financial and procedural requirements

interpreting and complying with ethical practices and rules of conduct

interpreting own work role and responsibilities

identifying and reporting risks

completing standard contractual documentation

accessing information on industry employment requirements.

In each of the above, the person must respond to the situation, evaluate his or her personal performance in resolving it, and assess his or her personal competency development needs in relation to the way he or she responded.

In doing the above, the person must:

interpret and comply with relevant legislative, financial and procedural requirements and confirm own understanding and application with relevant people

interpret and comply with ethical practices and codes of conduct and check own understanding and application with relevant people

identify a range of potential and existing risks using appropriate information collection techniques, and discuss recommendations on strategies to minimise risks with relevant people

complete standard contractual documentation ensuring adherence to legislative and procedural requirements, and securely maintain property information

interpret and use industry employment and professional development guidelines and benchmarks, and seek assistance from key industry and statutory organisations to ensure own continuing professional development

interpret and verify own role and responsibilities, and carry out work tasks according to professional standards.

A person demonstrating competency in this unit must demonstrate knowledge of:

limitations of own work role, responsibilities and professional abilities

organisational and professional procedures relating to own work role

key requirements of federal, state or territory legislation, codes, standards and local government regulations relating to own work role, including:

anti-discrimination

consumer protection

environmental issues

equal employment opportunity (EEO)

financial probity

franchise and business structures

industrial relations

work health and safety (WHS)

property sales, leasing and management

risk factors relating to a variety of transactions

routine knowledge of procedures for general office processes

WHS issues and requirements relating to working in the property industry.

The following must be present and available to learners during assessment activities:

equipment:

computer system with internet access and printer to access legislation, ethical and conduct standards, and policies and procedures

specifications:

workplace safety and risk identification procedures

relevant legislation, codes, standards and local government regulations relating to workplace safety in the property industry

relationship with team members and supervisor:

member of a work team in a property industry context under supervision of the manager or workplace principal.

Assessor requirements

As a minimum, assessors must satisfy the assessor requirements in the Standards for Registered Training Organisations (RTOs) current at the time of assessment.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title] Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Elements describe the essential outcomes.		Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions.
1.	Interpret and comply with legislative, financial and procedural requirements.	1.1.	Legislative, financial and procedural requirements relevant to organisationâ€™s services are identified.
		1.2.	Key principles relating to consumer protection and trade practices within the context of own role are identified and interpreted.
		1.3.	Own interpretation and application of legislative, financial and procedural requirements are confirmed to ensure consistent and accurate understanding.
		1.4.	Situations requiring specialist advice are identified and assistance is sought as required.
2.	Interpret and comply with ethical practices and rules of conduct.	2.1.	Regulatory and industry standards, and codes of ethics and conduct are identified and interpreted.
		2.2.	Key principles relating to organisationâ€™s ethical values are identified and interpreted in line with legislative and industry requirements.
		2.3.	Own interpretation and application of ethical and conduct requirements are confirmed to ensure consistent and accurate understanding.
		2.4.	Situations requiring specialist advice are identified and assistance is sought as required.
3.	Interpret work role and responsibilities.	3.1.	Own role and responsibilities are identified and confirmed with supervisor.
	Interpret work role and responsibilities.	3.2.	Work tasks are identified, scheduled and completed within designated timeframes.
		3.3.	Work practices are adapted to meet the specific needs of relevant people.
		3.4.	Feedback from clients and colleagues is sought and used to determine professional competency and quality of performance, and to identify key areas for improvement.
		3.5.	Information regarding learning and professional development is recorded and maintained.
4.	Identify risks.	4.1.	Potential and existing risks are identified and reported according to organisational procedures.
		4.2.	Recommendations on appropriate strategies to minimise risks and complaints are discussed with supervisor.
		4.3.	Limitations in identifying risks are identified and assistance is sought.
		4.4.	Information collection techniques are used to access information from individuals and groups on identified potential and existing risks.
5.	Complete standard contractual documentation.	5.1.	Standard documentation for property operations is completed according to legislative and organisational requirements.
		5.2.	Business equipment and technology are used as required to complete documentation.
		5.3.	Written information is prepared that complies with organisational standards of language, accuracy and relevance; and is used in an ethically and legally appropriate manner.
		5.4.	Property documentation and information systems are securely maintained.
6.	Access information on industry employment and professional development requirements.	6.1.	Industry employment and professional development requirements are accessed and interpreted to ensure own continuing professional development.
		6.2.	Employee and employer rights and responsibilities, including remuneration and awards, are accessed and interpreted.
		6.3.	Key industry and statutory organisations able to assist own professional development are identified and assistance is sought as required.
		6.4.	Industry competency standards and other relevant benchmarks are identified and reviewed to establish future professional development needs and priorities.

This section specifies work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included. Bold italicised wording, if used in the performance criteria, is detailed below.
Legislative, financial and procedural requirements must include two or more of the following:	Australian Securities and Investments Commission, Australian Competition and Consumer Commission, and Foreign Investment Review Board requirements Australian standards relating to working in the property industry federal and state taxation requirements consumer protection laws and guidelines court and tribunal precedents environmental and zoning laws affecting access security, access and property use freedom of information home building requirements licensing requirements privacy and confidentiality requirements and laws applying to owners, contractors and tenants public health requirements relating to working in the property industry quality assurance and certification requirements federal, and state or territory legislation and regulations affecting organisational operation, including: anti-discrimination environmental issues equal employment opportunity (EEO) industrial relations work health and safety (WHS) industry codes of conduct relating to own role, which may cover areas including market sector, financial transactions, taxation, environment, construction, land use, native title, zoning, utility use (water, gas and electricity), and contract or common law local government policies and regulations relating to own role strata, community and company titles tenancy agreements.
Risks must include:	changes to regulations and legislation client and staff satisfaction competition emergencies and disasters fire and security health and safety market influences physical, financial or human resources project control and cash flow suppliers and contractors time constraints.
Competency standards and other relevant benchmarks must include:	benchmarks: industry code of conduct and code of ethics statutory and legislative requirements relating to working in the property sector personal and technical knowledge, skills and attitudinal aspects required to undertake day-to-day tasks and duties of the work function effectively and efficiently; specifically: competency standards for the property industry other relevant industry, cross-industry and organisational competency standards.