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.
Investment may relate to: | concepts and plansstrategies and placement of capital in property for investmentproductive use of property and assetscustomer service outcomes. |
Clients may include: | financial institutionsfund managersindividualsinternal and external property groupsinvestment organisations. |
Organisational requirements may be outlined and reflected in: | access and equity principles and practice guidelinesbusiness and performance planscomplaint and dispute resolution proceduresgoals, objectives, plans, systems and processeslegal and ethical requirements and codes of practicemission statements and strategic plansOHS policies, procedures and programspolicies and procedures in relation to client servicequality and continuous improvement processes and standardsquality assurance and procedure manuals. |
Relevant people may include: | accountantsagentsclientsgovernment personnelinterested partieslegal representativesmanagement and colleaguesmembers of industry associationstaxation specialists. |
Relevant documentation may relate to: | building codescurrent and planned property or site developmentsdeposited, survey and other plans and mapsdepreciation schedulesland title and zoningleasing rateslegal statusmanagement policy and proceduresmarketing servicesperformance of comparable propertiespermitsrates noticessales informationtaxation paperstenancy and other contracts or leases. |
Legislative requirements may be outlined and reflected in: | Australian standardsgeneral duty of care to clientshome building requirementsprivacy requirementsrelevant federal, and state or territory legislation that affects organisational operation, including:anti-discrimination and diversityenvironmental issuesEEOindustrial relationsOHSrelevant industry 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 lawstrata, community and company titlestenancy agreementstrade practices laws and guidelines. |
Client expectations may relate to: | immediate capital gainslong-term capital gains. |
Specialist advice may be sought from: | architectsbankers and financiersdevelopersinvestment consultantsland economistsmembers of industry associationsplannersreal estate agentssolicitorstaxation and accounting practitionersvaluers. |
Information sources may include: | consultantsindustry and organisational databasesinformation servicespress clippingspublished industry data, including industry indicesthird partiestrade journals. |
Analysis may include: | computer modelingexamination of cash flows and other financial projectionsexamination of collected dataquantitative and qualitative analysisprobability analysistime series recognition. |
Communication techniques may include: | active listeningclear presentation of optionsconsultation methodsculturally inclusive and sensitive engagement techniquesquestioning to clarify and confirm understandingseeking feedbacktwo-way interaction |
| using language and concepts appropriate to cultural differencesverbal or non-verbal language. |
Comparative market data may include: | best practice informationnational and international benchmarkinginter-organisation comparison data. |
Factors that may influence complexity of feasibility study may include: | constraints on useexisting land use and ownershipgovernment zoning and restrictionsproject financingstaging of investment or developmentstructure of leasestype and number of tenants. |
Risk may relate to: | asset allocation and investment spreadborrowing riskgearingeconomicslifestyle choicesmarket and property sector risks, including:fluctuations in economic cycleinterest ratesstock marketorganisational riskrisk factors and client return expectationsvolatility of income and capital. |
Consultative processes may include: | face-to-face meetingstelephone, facsimile and written communication. |
Benchmarks may include: | building operational costsbusiness strategy parameterseconomic parametersfinancial constraintshistorical operational costsindustry published building occupation datamarket expectationsresearch datastatutory costs. |
Market conditions may relate to: | availability of alternativesbusiness confidenceeconomic conditionslevel of competition. |
Business equipment and technology may include: | computersdata storage devicesemailfacsimile machinesinternet, extranet and intranetphotocopiersprintersscannerssoftware applications. |
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