This unit specifies the skills and knowledge required to manage the business sales process while maintaining vendor privacy and confidentiality.

It includes negotiating the terms and conditions of sale, organising the execution of sales documentation, and monitoring contracts through to settlement.

It also involves administering and securing deposits and agreements and resolving issues to ensure the successful conclusion of the sale.

The unit applies to industry professionals in real estate.

State or territory licensing requirements may apply to this unit.

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

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)

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.

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
Maintain communication with vendor and during the sales process.
Identify and resolve issues that may impact the successful conclusion of the sale.
Negotiate price, terms and conditions of sale of business.
Negotiate conflict or deadlocks and confirm terms with parties to the sale.
Administer and secure deposit according to legislative requirements.
Provide disclosure documentation according legislative requirements.
Prepare sales documentation according to agency requirements.
Arrange completion of sales documentation by all parties to the sale.
Facilitate engagement of legal advisor according to type of sale and complete pre-settlement processes according to legislative requirements.
Monitor progress of contract and adherence to conditions of sale according to agency requirements.
Maintain communication with all parties to the sale to facilitate contract settlement.
Confirm settlement has concluded and complete post-settlement processes.
Evaluate vendor and buyer satisfaction to establish future business opportunities.
Update databases to inform future prospecting activities.

Assessment Cover Sheet

CPPREP4264 - Manage the sales process in business broking

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

CPPREP4264 - Manage the sales process in business broking

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: