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Elements and Performance Criteria

  1. Establish lease requirements.
  2. Arrange lease agreement.
  3. Formalise lease arrangements.
  4. Review leasing arrangements.

Required Skills

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

Required skills

analytical skills to interpret property plans and lease documentation analyse and assess lease requirements and terms and devise retention strategies

communication skills to clarify lease requirements interpret written and oral information negotiate lease arrangements and prepare reports

computing skills to access the internet and web pages prepare and complete online forms lodge electronic documents and search online databases

interpersonal skills to relate to people from a range of social cultural and ethnic backgrounds and varying physical and mental abilities

technical skills to prepare and complete reports

Required knowledge and understanding

common lease terms and conditions

contract law applied to property lease

government duties and taxes as applied to lease documentation

industry practices and processes

legal operations for lease preparation

limitations of work role responsibility and professional abilities

OHS issues and requirements

organisational and professional procedures ethical practices and business standards

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

antidiscrimination and equal employment opportunity EEO

consumer protection

environmental issues

financial probity

franchise and business structures

industrial relations

OHS

privacy

property sales leasing and management

types of property leases

Evidence Required

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 arranging and formalising lease arrangements for the use of space Targeted written including alternative formats where necessary or verbal questioning to assess the candidates underpinning knowledge would provide additional supporting evidence of competence The demonstration and questioning would include collecting evidence of the candidates 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

determining requirements for lease of space through an accurate assessment of client needs and identification of lease terms and conditions

devising and marketing retention strategies to selected tenants

implementing lease arrangements including appointing an agent to facilitate the completion of leasing arrangements

knowledge of organisations practices ethical standards and legislative requirements associated with the lease of space

monitoring lease arrangements against lease agreement requirements and safely and securely maintaining all relevant documentation

organising the preparation of lease documentation reviewing for accuracy and arranging necessary amendments as required

Context of and specific resources for assessment

Resource implications for assessment include

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

assessment instruments that may include personal planner and assessment record book

access to a registered provider of assessment services

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

Access must be provided to appropriate learning andor 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 persons 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 RCCRPL 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 projectbased 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


Range Statement

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.

Space may include:

buildings

car parking

facilities

land

lettable areas

properties.

Relevant people may include:

agents

clients

colleagues

designated OHS representatives

government personnel

legal representatives

management

members of industry associations

property owners

site personnel

supervisors

tenants.

Organisational requirements may be outlined and reflected in:

access and equity principles and practice guidelines

business and performance plans

complaint and dispute resolution procedures

goals, objectives, plans, systems and processes

legal and ethical requirements and codes of practice

mission statements and strategic plans

OHS policies, procedures and programs

policies and procedures in relation to client service

quality and continuous improvement processes and standards

quality assurance and procedure manuals.

Interpersonal techniques may include:

active listening

clear presentation of options

consultation methods

culturally inclusive and sensitive engagement techniques

questioning to clarify and confirm understanding

seeking feedback

two-way interaction

using language and concepts appropriate to cultural differences

verbal or non-verbal language.

Clients may include:

bankers

company management

fund managers

fund providers

government and legal instruments and agencies

institutions

internal and external property groups

owner-occupiers

private investors

property agents

property owners

tenants.

Client needs may relate to:

developing fit-out guidelines for builders

facilitating transaction by separately meeting with fit-out and legal advisers

managing fit-outs to preserve building services

observing building rules.

Relevant documentation may include:

building codes

contracts

instruments of agreement

lease agreements

licences

maps

permits

plans

spatial guidelines

specifications.

Legislative requirements may be outlined and reflected in:

Australian standards

codes of practice covering the market sector and industry, financial transactions, taxation, environment, construction, land use, native title, zoning, utilities use (water, gas and electricity), and contract or common law

environmental and zoning laws affecting access security, access and property use

general duty of care to clients

home building requirements

local regulations and by-laws

privacy laws applying to owners, contractors and tenants

quality assurance and certification requirements

relevant federal, and state or territory legislation that affects organisational operation, including:

anti-discrimination and diversity

environmental issues

EEO

industrial relations

OHS

strata, community and company titles

tenancy agreements

trade practices laws and guidelines.

Specialist advice may be sought from:

architects

bankers and financiers

builders

business consultants

government officials

investment consultants

members of industry associations

planners

real estate agents

solicitors

subcontractors

technical experts

valuers.

Lease agreements may include:

acceptance and consideration

agreement to lease

building rules

existing partitioned space

fit-outs

heads of agreement

lessee and lessor obligations

letters of intent

negotiations containing offers.

Business equipment and technology may include:

computers

data storage devices

email

facsimile machines

internet, extranet and intranet

photocopiers

printers

scanners

software applications, such as databases and word applications.