Assessor Resource

CPPDSM4073A
Provide rural property management services

Assessment tool

Version 1.0
Issue Date: March 2024


This unit of competency supports the work of licensed stock and station agents and stock and station representatives or certificate holders involved in managing rural property.

This unit of competency specifies the outcomes required to manage property in rural environments. It includes identifying owner requirements, planning the provision of property management services, delivering property management proposals, recording management agreements, establishing key registers, implementing management agreements, monitoring and reporting to owners and planning tenancy or lease renewals.

The unit may form part of the licensing requirements for persons engaged in stock and station agency activities in those States and Territories where these are regulated activities.

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

Prerequisites

Nil


Employability Skills

The required outcomes described in this unit of competency contain applicable facets of employability skills. The Employability Skills Summary of the qualification in which this unit of competency is packaged, will assist in identifying employability skills requirements.




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.

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, the range statement and the Assessment Guidelines for this Training Package.

Overview of assessment

This unit of competency could be assessed through practical demonstration of providing property management services for a rural property. Targeted written (including alternative formats where necessary) or verbal questioning to assess the candidate's underpinning knowledge would provide additional supporting evidence of competence. The demonstration and questioning would include collecting evidence of the candidate's knowledge and application of ethical standards and relevant federal, and state or territory legislation and regulations. This assessment may be carried out in a simulated or workplace environment.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

A person who demonstrates competency in this unit must be able to provide evidence of:

completing standard and statutory documentation associated with the management of rural properties

establishing and managing a key register

implementing property management agreements in line with owner or lessor instructions, agency practice and legislative requirements

knowledge and application of security and risk management practices associated with the management of rural properties

knowledge of agency practice, ethical standards and legislative requirements affecting the management of rural properties

knowledge of consumer protection principles that affect the management of rural properties

maintaining business records associated with the maintenance and management of rural properties

maintaining communication with owners or lessors, tenants or lessees, agency staff and contractors throughout the property management process

managing the renewal of tenancy agreements and leases for rural property in line with agency practice, legislative requirements and owner or lessor instructions

monitoring and reporting to owners or lessors on property management agreements

negotiating property management agreements with owners or lessors in line with agency practice and legislative requirements.

Context of and specific resources for assessment

Resource implications for assessment include:

access to a registered provider of assessment services

access to suitable simulated or real opportunities and resources to demonstrate competence

assessment instruments that may include personal planner and assessment record book.

Where applicable, physical resources should include equipment modified for people with disabilities.

Access must be provided to appropriate learning and/or assessment support when required.

Assessment processes and techniques must be culturally appropriate, and appropriate to the language and literacy capacity of the candidate and the work being performed.

Validity and sufficiency of evidence require that:

competency will need to be demonstrated over a period of time reflecting the scope of the role and the practical requirements of the workplace

where the assessment is part of a structured learning experience the evidence collected must relate to a number of performances assessed at different points in time and separated by further learning and practice with a decision of competence only taken at the point when the assessor has complete confidence in the person's competence

all assessment that is part of a structured learning experience must include a combination of direct, indirect and supplementary evidence

where assessment is for the purpose of recognition (RCC/RPL), the evidence provided will need to be current and show that it represents competency demonstrated over a period of time

assessment can be through simulated project-based activity and must include evidence relating to each of the elements in this unit.

In all cases where practical assessment is used it will be combined with targeted questioning to assess the underpinning knowledge. Questioning will be undertaken in such a manner as is appropriate to the language and literacy levels of the candidate and any cultural issues that may affect responses to the questions, and will reflect the requirements of the competency and the work being performed.


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.

This section describes the essential skills and knowledge and their level, required for this unit.

Required skills:

ability to communicate with and relate to people from a range of social, economic and cultural backgrounds and with varying physical and mental abilities

analytical skills to interpret documents such as legislation, regulations, leases and contracts with subcontractors

application of risk management strategies associated with advising owners on rural property management services

computing skills to access agency databases, send and receive emails and complete standard forms online

decision making and problem solving skills to analyse situations and make decisions consistent with legislative and ethical requirements

literacy skills to access and interpret a variety of texts, including legislation, regulations and property management agreements; prepare general information, papers, formal and informal letters, advertising, reports and applications; and complete standard and statutory forms

negotiation skills to assist in establishing and agreeing terms of property management agreements with owners

numeracy skills to calculate and interpret data, such as agency fees for the provision of rural property management services

planning, organising and scheduling skills to undertake work-related tasks such as inspecting properties

research skills to identify and source documents and information relating to rural property management.

Required knowledge and understanding:

access to tenanted retail properties

consumer protection legislation, including:

consumer protection principles relevant to lease or tenancy agreements

effect of consumer protection legislation on contracts

penalties and remedies available for breaches of consumer protection legislation

protection offered to consumers under consumer protection legislation in relation to lease or tenancy agreements

purpose

rights and obligations of agents under consumer protection legislation in relation to lease of rural property

contracts

ethical practices associated with lease or tenancy agreements

insurance for managed properties

inspection methods for different types of rural property

key register

property knowledge, including:

cropping properties: yields, seasons, types of crops, soils, facilities such as grain storage and transport, diseases and rotational cropping

dairies: quotas, breeds, lactation, dairy layout and equipment and conversion factors, such as dairy set up, herd, access and distance to market

general: local market conditions, trends in sector and industry, land titles, geophysical and topographical characteristics, carrying capacity and local land characteristics

grazing properties: dry sheep equivalent (DSE)/carrying capacity, pastures, soil types and breeds

irrigated properties: water licence availability, soil types, topography, and types of reticulation, such as flood, drip, direct or row cropping

water

property inspection, including:

agency documentation

benefits

conducting and following up property inspections

key control

planning for property inspection

security of managed properties

property repairs and maintenance, including:

property maintenance methods

property maintenance plan and schedule

property maintenance requirements

property safety and security requirements

register of tradespeople and service providers

relevant building services, trades and operation for maintenance operations

reporting to owners on repairs and maintenance

risks and management strategies associated with property maintenance

selection of tradespeople and service providers

systems for implementing property maintenance requirements

tendering procedures

relevant federal and state or territory legislation and local government regulations related to:

animal health

anti-discrimination

aquaculture

consumer protection

crown land

environmental issues

equal employment opportunity (EEO)

financial probity

franchises and business structure

industrial relations

livestock

native title

OHS

pastoral leases

privacy

rural property leasing and management

taxation

water rights

renewal of tenancy agreements and leases, including:

benefits of tenancy renewal

renewal strategies relevant to different types of property, such as residential, commercial, industrial and rural

scheduling tenancy renewals

strategies for gaining tenancy renewals

tenancy lease and renewal patterns

rent or lease payments

rights and duties of tenants, lessees, owners and lessors

risk and risk management strategies for rural properties

tenancy agreements and leases, including:

condition reports and disclosure statements

fixed and periodic

format of agreements

key features of the different types of tenancy agreements and leases

legal obligations of agent, owner and tenant or lessee

limitations associated with rejecting an application from a prospective tenant or lessee

rents, security deposits and bond moneys

statutory and agency documentation

types of tenancy agreements and leases in regard to rural property, including residential, retail, holiday, industrial or commercial, and water

trust accounting and bookkeeping.

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording in the performance criteria is detailed below. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.

Appropriate rapport relates to use of techniques that:

establish and build confidence and trust in the agency and its representatives

make the client feel valued

promote and maintain an effective relationship with client.

Owner or lessor requirements may include:

lease conditions

lease payments and rent expectations

purpose of listing property for lease, including:

business reasons

deceased estate

investment

relocation

replacing or upgrading existing property

timeframe for lease.

Property may include:

acreage

commercial

farm, including:

aquaculture

cropping

dairy

grazing

horticulture

mixed uses

olive

orchard

trees

viticulture

hobby farms

residential

water.

Interpersonal communication techniques may include:

active listening

providing an opportunity for the client to clarify their understanding of the process

soft questioning and seeking feedback from clients to confirm own understanding of their needs and expectations

summarising and paraphrasing to check understanding of client message

using appropriate body language.

Extent of services may include:

communication with tenants or lessees

dispute resolution

keys

lease or tenancy agreement renewals and terminations

payment of accounts, including local government rates and contractors

property condition reports

property inspections

property marketing

property repairs and maintenance

property security

rent or lease payment arrears and bad debts

rent or lease payment collection.

Risks may relate to:

administrative and business systems risks

consumer protection risks

financial risks

OHS

livestock risks

public liability risks

risk of physical damage to managed property

risks associated with actions of individuals

risks associated with natural events and hazards

risks to rental income

safety risks

security risks

water quality and quantity risks.

Legislative requirements may include:

relevant federal and state or territory legislation and local government regulations related to:

animal health

anti-discrimination

aquaculture

consumer protection

crown land

environmental issues

equal employment opportunity (EEO)

financial probity

franchises and business structure

industrial relations

livestock

native title

OHS

pastoral leases

privacy

rural property leasing and management

taxation

water rights.

Market influenceslikely to affect property may include:

availability of comparable properties

banking

climatic

economic

financial

historical

interest rates

investment trends

overseas trends

political

seasonal factors

taxation.

Key register may refer to:

access to keys

coding of keys

entry of key in register

non-return of keys

records

security and storage procedures.

Internal and external systems may include:

accounting

agistment of livestock

bad debt collection

cleaning

communication and reporting

dispute resolution

fencing

gardening

insurance

lease renewal and termination

pest maintenance

property inspection

purchasing and procurement

rent or lease payment collection

repairs and maintenance

risk management

security.

External contractors may include:

air conditioning and mechanical services technicians

builders

cleaners

dam construction contractors

earthmoving contractors

electricians

farm contractors

farm equipment repairs and service contractors

farm plant repairs and servicing contractors

fencing contractors

gardeners

grass slashing contractors

harvest contractors

painters and plasterers

pest exterminators

picking and packing contractors

plant and equipment technicians

plumbers

swimming pool technicians

tilers

transport and haulage contractors

veterinary services

water carriers

water quality technicians

water storage technicians.

Risk management strategies may include:

avoid the risk - make decision not to become involved in a risk situation

finance the risk - fund risk treatment and the financial consequences of risk

reduce the risk - apply appropriate techniques and management principles to reduce the likelihood of an occurrence and its consequences

retain the risk - intentionally or unintentionally retain responsibility for loss or financial burden of loss

transfer the risk - shift responsibility or burden for loss to another party through contract, insurance or other means.

Property security measures may include:

measures to address risks associated with things such as:

conflict between members of public

persons with criminal intent

riots

security breaches

theft

unauthorised access

violence and physical threat

measures to address risks associated with property, such as:

bomb threats

break in

contamination of water

deliberate or accidental damage

destruction of property

fire

livestock

loss or destruction of records

natural disaster

vandalism

water quality and quantity.

Corrective action may be:

financial

material

procedural.

Agency renewal patterns for tenancy agreements and leases may include:

duration of tenancy agreements and leases

frequency

number

proportion of leases and tenancy agreements renewed

reasons for renewal and non-renewal of lease or tenancy agreements

relationship with key events, such as start of school or university year, holiday seasons and start of financial year

levels of rent in renewed leases and tenancy agreements

timing of renewals.

Tenancy agreement and lease expiries are scheduled may refer to:

expiry date of lease

owner or lessor plans

tenant or lessee plans.

Parties may include:

agency principals

licensed stock and station agents

owners and lessors

legal representatives and other assisting professionals

property managers

stock and station representatives or certificate holders

tenants and lessees.

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
Appointment is made with owner to discuss property management services in line with agency practice. 
Appropriate rapport is established with owner or lessor. 
Owner or lessor requirements regarding property are clarified and accurately assessed using appropriate interpersonal communication techniques. 
Extent of services to be offered and risks to be covered are framed after consultation with owner. 
Respective obligations of owner or lessor and agency are determined and agreed with owner in line with agency practice and legislative requirements. 
Owner or lessor is advised on market influenceslikely to affect property in line with agency practice. 
Property management services are discussed and agreed with owner in line with agency practice. 
Agency fees, property management budgeting and reporting arrangements are discussed and agreed with owner in line with agency practice. 
Agreed instructions are documented in line with agency practice and legislative requirements. 
Key register system is established, administered and maintained in line with agency practice. 
Security of register and keys is maintained in line with agency practice. 
Internal and external systems are established in line with agency practice and management agreement. 
Necessary agency staff and external contractors are identified and accessed in line with management agreement and agency practice. 
Trust accounts are established and operated in line with management agreement, legislative requirements and agency practice. 
Required reports on trust accounts are prepared and audited in line with management agreement, legislative requirements and agency practice. 
Risk management strategies, including insurance, are implemented in line with management agreement, legislative requirements and agency practice. 
Property security measures are implemented in line with management agreement, legislative requirements and agency practice. 
Inspections are conducted in line with management agreement, legislative requirements and agency practice. 
Property maintenance schedules are implemented in line with management agreement, legislative requirements and agency practice. 
Properties are monitored on a regular basis in line with management agreement, legislative requirements and agency practice. 
Corrective action in relation to problems with property revealed through monitoring of property is taken within the constraints of property management agreement, legislative requirements and agency practice. 
Communication with owners or lessors and tenants or lessees is maintained in line with management agreement, legislative requirements and agency practice. 
Disputes involving owners or lessors and tenants or lessees are managed in line with management agreement, legislative requirements and agency practice. 
Reports are prepared for owners in line with property management agreement and agency practice. 
Agency renewal patterns for tenancy agreements and leases are assessed and strategies developed to maximise benefits for agency and owners or lessors. 
Tenancy agreement and lease expiries are scheduled to ensure renewals are obtained prior to expiry dates. 
Property is inspected and an accurate report is produced on property condition and maintenance requirements in line with legislative requirements and agency practice. 
Property condition reports and rental details are provided to tenants or lessees prior to renewal of tenancy agreement or lease. 
Conditions of tenancy agreement or lease renewal are negotiated and agreed with all parties. 
Tenancy agreement or lease renewal documentation is prepared and provided to tenant or lessee and finalised in line with legislative requirements and agency practice. 

Forms

Assessment Cover Sheet

CPPDSM4073A - Provide rural property management services
Assessment task 1: [title]

Student name:

Student ID:

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

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Result: Competent Not yet competent

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Assessment Record Sheet

CPPDSM4073A - Provide rural property management services

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

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Signature:

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Student signature:

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