Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

CPPDSM3007B Mapping and Delivery Guide
Identify risks and opportunities in the property industry

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency CPPDSM3007B - Identify risks and opportunities in the property industry
Description This unit of competency specifies the outcomes required to identify risks and opportunities in the property industry to maintain effective use of assets. It requires the ability to identify key systems and assets, and an understanding of risk management processes.The unit may form part of the licensing requirements for persons working in the property industry, including in the real estate, business broking, stock and station agency and property operations and development sectors, in those States and Territories where these are regulated activities.
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.
Learning Outcomes and Application This unit of competency supports the work of all people in the property industry and focuses on identifying risks and opportunities to maintain effective use of assets.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites Nil
Competency Field Property operations and development
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Identify risks and opportunities.
  • Appropriate interpersonal techniques are used to specify and access information on potential risks and opportunities from individuals and groups.
  • Relevant legislative requirements, insurance, codes and standards applicable to asset use are identified and examined to establish risk and opportunity parameters.
  • Potential risks to and opportunities for clients and organisation are identified and confirmed with relevant people according to organisational requirements.
  • Limitations in identifying risks and opportunities are identified and specialist advice is sought as required according to organisational requirements.
  • Gaps or breaches in established risk management processes are identified and reported according to organisational policies and procedures.
       
Element: Document and report identified risks and opportunities.
  • Identified risks and opportunities are documented in a suitable format according to organisational and legislative requirements.
  • Risk and opportunity findings are documented in a clear and concise manner and are supported by verifiable evidence.
  • Feedback is actively sought to ensure sufficiency and relevance of information in meeting client and organisational requirements.
  • Business equipment and technology are used to maintain information according to applicable OHS and organisational requirements.
  • Information is securely maintained with due regard to client confidentiality, and legislative and organisational 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 identifying, documenting and reporting risks and opportunities in the workplace. 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:

establishing risk and opportunity parameters and identifying a range of potential risks and opportunities in key systems and assets

knowledge of agency practices, ethical standards and legislative requirements with regard to OHS

obtaining information from a wide range of sources to ensure an accurate understanding of risk and opportunity management processes

preparing risk and opportunity findings in a format suitable for presentation and review, using standardised styles and formats.

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 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, assignment, 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:

communication skills to use interviewing and questioning techniques to obtain information

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

observation skills to identify accurately gaps in information, existing or potential risks and opportunities, and gather necessary information from alternative sources

organisational skills to plan time lines and reporting mechanisms, and record and file information

problem solving skills to apply reasoning and logical analysis to make decisions and evaluate information against risk and opportunity assessment strategies

technical skills to complete OHS reports.

Required knowledge and understanding:

client and organisational confidentiality requirements

insurance policies, codes and operations

limitations of work role, responsibility and professional abilities

mechanisms to obtain and analyse feedback

methods to identify and prioritise a range of risks and opportunities

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

anti-discrimination and equal employment opportunity (EEO)

consumer protection, fair trading and trade practices

environment and sustainability

employment and industrial relations

financial services

leases and tenancy agreements

OHS

privacy

property management

risk management concepts and practices within the property industry.

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.

Interpersonal techniques may include:

active listening

clear presentations 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.

Information may be collected from:

colleagues and clients

documentation, reports and risk management plans

group workshops and brainstorming

incident reporting systems

interviews

media, including newspaper, radio, television and industry magazines

observation checklists

property inspections

organisational or industry-based surveys and questionnaires.

Risks may relate to:

industry special risks

loss of profits

machinery malfunction

OHS

public liability

trade practices issues.

Opportunities may relate to:

adding value

aggregating assets

altering existing property or facility

change in use, ownership, appearance and perception of property or facility

changing style of investment

creating something new

using bankers and financiers.

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

home building requirements

privacy requirements

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.

Assets may include:

buildings

business and marketing contracts

equipment

furniture

goodwill

land

property

vehicles.

Clients may include:

brokers

company management

fund managers

fund providers

institutions

insurers

internal and external property groups

legal advisers

owner-occupiers

private investors

risk assessors.

Relevant people may include:

clients

colleagues

legal representatives

members of industry associations

supervisors.

Organisational requirements may be outlined and reflected in:

business and performance plans

complaint and dispute resolution procedures

goals, objectives, plans, systems and processes

legal and ethical requirements and codes of practice

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.

Limitations may relate to:

industry requirements

job role and responsibilities

legal responsibilities

own competency level

own understanding of risk and opportunity identification processes

quality processes.

Specialist advice may be sought from:

architects

builders

emergency personnel

facilities and asset managers

government officials

members of industry associations

OHS representatives

planners

real estate agents

solicitors

subcontractors

technical experts.

Feedback may be sought from:

supervisors and colleagues

formal and informal performance appraisals

personal and reflective behaviour strategies

workplace assessment.

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.

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
Appropriate interpersonal techniques are used to specify and access information on potential risks and opportunities from individuals and groups. 
Relevant legislative requirements, insurance, codes and standards applicable to asset use are identified and examined to establish risk and opportunity parameters. 
Potential risks to and opportunities for clients and organisation are identified and confirmed with relevant people according to organisational requirements. 
Limitations in identifying risks and opportunities are identified and specialist advice is sought as required according to organisational requirements. 
Gaps or breaches in established risk management processes are identified and reported according to organisational policies and procedures. 
Identified risks and opportunities are documented in a suitable format according to organisational and legislative requirements. 
Risk and opportunity findings are documented in a clear and concise manner and are supported by verifiable evidence. 
Feedback is actively sought to ensure sufficiency and relevance of information in meeting client and organisational requirements. 
Business equipment and technology are used to maintain information according to applicable OHS and organisational requirements. 
Information is securely maintained with due regard to client confidentiality, and legislative and organisational requirements. 

Forms

Assessment Cover Sheet

CPPDSM3007B - Identify risks and opportunities in the property industry
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

CPPDSM3007B - Identify risks and opportunities in the property industry

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: