Assessor Resource

CPPDSM4026
Analyse property and facility information

Assessment tool

Version 1.0
Issue Date: April 2024


This unit of competency specifies the outcomes required to collect and analyse property and facility information. It requires the ability to obtain information from a variety of sources, review information, and use research and analysis techniques to enable recommendations to be made.

The unit supports workers in the property industry who are required to collect and analyse property information. It applies to real estate agents, property managers, strata managers, Nationwide House Energy Rating Scheme (NatHERS) assessors, home sustainability assessors 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.

Organise property information.

1.1.

Property information requirements are identified.

1.2.

Sources of property information relevant to identified requirements are accessed.

1.3.

Reliable methods of organising property information are used, making efficient use of business equipment and technology and available time and resources.

2.

Analyse property information.

2.1.

Property information is analysed for validity and reliability, using reliable and valid data analysis methods to identify facts, issues, patterns, interrelationships and trends.

2.2.

Assumptions used in analysis are clear, justified and consistent with evaluation objectives.

2.3.

Conclusions are supported by evidence and contribute to achieving client and organisational objectives.

2.4.

Limitations in analysing property information are identified and specialist advice is sought as required.

3.

Present findings.

3.1.

Outcomes of analysis are presented in required format, style and structure using clear and concise language.

3.2.

Analysis findings are reported and distributed to required people.

3.3.

Feedback on suitability and sufficiency of findings is obtained and reviewed for improved future processes.

3.4.

Property information is securely maintained with due regard to client privacy and confidentiality, and legislative and organisational requirements.

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 collect and analyse property and facility information as follows:

collect and analyse information on the physical condition of one property or facility and present findings, including recommendations for action to the owner

collect and analyse information on the use of a property or facility and present findings, including recommendations for action to the manager

collect and analyse information on the management policies for a property or facility and present findings, including recommendations for action to the owner and manager.

In doing the above, the person must:

identify property information requirements

apply knowledge of organisation’s practices, ethical standards, and legislative requirements associated with collecting and analysing property and facility information

obtain information from a range of sources

identify gaps in information

review and prepare findings in a format suitable for presentation

use appropriate data analysis techniques

use appropriate software to sort and analyse data.

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

client and organisational privacy and confidentiality policies

internal and external sources of property information

methods of data analysis

organisational policies and procedures relating to data collection

key requirements of federal, state or territory legislation and local government regulations relating to:

anti-discrimination

consumer protection

environmental issues

equal employment opportunity (EEO)

financial probity

franchise and business structures

industrial relations

property sales, leasing and management

work health and safety (WHS)

security procedures and safe record-keeping practices

software applications used to organise and analyse data

types of data collection and management systems.

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

equipment:

computer system with internet, email and printing facilities

materials:

property or facility

software applications used to organise and analyse data

specifications:

client and organisational confidentiality policies

relationship with team members and supervisor:

member of a work team in a property industry context.

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.

Organise property information.

1.1.

Property information requirements are identified.

1.2.

Sources of property information relevant to identified requirements are accessed.

1.3.

Reliable methods of organising property information are used, making efficient use of business equipment and technology and available time and resources.

2.

Analyse property information.

2.1.

Property information is analysed for validity and reliability, using reliable and valid data analysis methods to identify facts, issues, patterns, interrelationships and trends.

2.2.

Assumptions used in analysis are clear, justified and consistent with evaluation objectives.

2.3.

Conclusions are supported by evidence and contribute to achieving client and organisational objectives.

2.4.

Limitations in analysing property information are identified and specialist advice is sought as required.

3.

Present findings.

3.1.

Outcomes of analysis are presented in required format, style and structure using clear and concise language.

3.2.

Analysis findings are reported and distributed to required people.

3.3.

Feedback on suitability and sufficiency of findings is obtained and reviewed for improved future processes.

3.4.

Property information is securely maintained with due regard to client privacy and confidentiality, and legislative and organisational requirements.

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.

Property information must include at least six of the following:

company services

construction costs

current and planned property or site developments

depreciation schedules

inventories

leasing rates

management policy and procedures

marketing services

occupancy rates

operating costs

purchasing information

sales information.

Sources of property information must include:

internet, intranet and extranet

local, state and federal government documents and registers

newspapers and journals

policy statements

property reports

qualitative and quantitative data

television and radio.

Data analysis methods must include:

basic statistical analysis

critical analysis

mathematical calculations

problem solving.

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 collect and analyse property and facility information as follows:

collect and analyse information on the physical condition of one property or facility and present findings, including recommendations for action to the owner

collect and analyse information on the use of a property or facility and present findings, including recommendations for action to the manager

collect and analyse information on the management policies for a property or facility and present findings, including recommendations for action to the owner and manager.

In doing the above, the person must:

identify property information requirements

apply knowledge of organisation’s practices, ethical standards, and legislative requirements associated with collecting and analysing property and facility information

obtain information from a range of sources

identify gaps in information

review and prepare findings in a format suitable for presentation

use appropriate data analysis techniques

use appropriate software to sort and analyse data.

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

client and organisational privacy and confidentiality policies

internal and external sources of property information

methods of data analysis

organisational policies and procedures relating to data collection

key requirements of federal, state or territory legislation and local government regulations relating to:

anti-discrimination

consumer protection

environmental issues

equal employment opportunity (EEO)

financial probity

franchise and business structures

industrial relations

property sales, leasing and management

work health and safety (WHS)

security procedures and safe record-keeping practices

software applications used to organise and analyse data

types of data collection and management systems.

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

equipment:

computer system with internet, email and printing facilities

materials:

property or facility

software applications used to organise and analyse data

specifications:

client and organisational confidentiality policies

relationship with team members and supervisor:

member of a work team in a property industry context.

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.
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Property information requirements are identified. 
Sources of property information relevant to identified requirements are accessed. 
Reliable methods of organising property information are used, making efficient use of business equipment and technology and available time and resources. 
Property information is analysed for validity and reliability, using reliable and valid data analysis methods to identify facts, issues, patterns, interrelationships and trends. 
Assumptions used in analysis are clear, justified and consistent with evaluation objectives. 
Conclusions are supported by evidence and contribute to achieving client and organisational objectives. 
Limitations in analysing property information are identified and specialist advice is sought as required. 
Outcomes of analysis are presented in required format, style and structure using clear and concise language. 
Analysis findings are reported and distributed to required people. 
Feedback on suitability and sufficiency of findings is obtained and reviewed for improved future processes. 
Property information is securely maintained with due regard to client privacy and confidentiality, and legislative and organisational requirements. 

Forms

Assessment Cover Sheet

CPPDSM4026 - Analyse property and facility information
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

CPPDSM4026 - Analyse property and facility information

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: