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

CPPDSM4016A Mapping and Delivery Guide
Monitor and manage lease or tenancy agreement

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency CPPDSM4016A - Monitor and manage lease or tenancy agreement
Description This unit of competency specifies the outcomes required to manage properties during the term of leases or tenancy agreements. It includes implementing the conditions of leases and tenancy agreements, responding to requests from tenants and landlords and managing the renewal and termination of leases and tenancy agreements.The unit may form part of the licensing requirements for persons engaged in real estate activities 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 licensed real estate agents and real estate representatives involved in monitoring and managing leases or tenancy agreements.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites Nil
Competency Field Real estate
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: Implement conditions of lease or tenancy agreement.
  • Rights and duties of tenants and landlords or agents during the lease or tenancy agreement are identified in line with ethical standards, legislative requirements and agency practice.
  • Inspections of managed properties are conducted and condition reports are prepared in line with lease or tenancy agreement, landlord instructions, legislative requirements and agency practice.
  • Rental moneys are collected and processed in line with lease or tenancy agreement, legislative requirements and agency practice.
  • Reports are accurately prepared and routinely communicated to landlord on rental moneys collected or in arrears.
  • Strategies for collection of rental arrears are discussed with and agreed to by landlord prior to implementation of collection process.
  • Procedures for collection of rental arrears are implemented in line with landlord instructions, legislative requirements and agency practice.
  • Tenants in arrears are routinely followed up to obtain payment or vacant possession in line with landlord instructions, legislative requirements and agency practice.
  • Where necessary, claims against rental bonds are prepared and forwarded to the appropriate authority within specified timeframe of the outgoing property inspection.
  • Rent increases and reviews are conducted in line with lease or tenancy agreement, legislative requirements and agency practice.
       
Element: Respond to enquiries from tenants and landlords.
  • Enquiriesfrom tenants and landlords regarding managed property are handled promptly to enable high quality service delivery in line with agency requirements.
  • Appropriate rapport is established with tenants and landlords.
  • Appropriate interpersonal communication skills are used to clarify enquiries from tenants and landlords.
  • Enquiries from tenants and landlords are resolved in terms of lease, tenancy agreement or management agreement or are referred to appropriate people in line with agency practice.
       
Element: Plan for renewal of leases and tenancy agreements.
  • Agency renewal patterns for leases and tenancy agreements are assessed and strategies developed to maximise benefits for agency and landlords.
  • Lease and tenancy agreement expiries are scheduled to ensure renewals are obtained prior to expiry dates.
       
Element: Manage renewals of leases and tenancy agreements.
  • Property is inspected and an accurate report is produced on property conditions and maintenance requirements in line with legislative requirements and agency practice.
  • Property condition reports and rental details are provided to tenants prior to renewal of lease or tenancy agreement.
  • Conditions of lease or tenancy agreement renewal are negotiated and agreed with all parties.
  • Lease or tenancy agreement renewal documentation is prepared and provided to tenant and finalised in line with legislative requirements and agency practice.
       
Element: Manage termination of lease or tenancy agreement on behalf of landlord.
  • Documentation required to terminate a lease or tenancy agreement on behalf of landlord is prepared in line with landlord instructions, legislative requirements and agency practice.
  • Notice is given to tenant according to client instructions, legislative requirements and agency practice.
  • Rights of tenant with regard to terminating a lease or tenancy agreement are observed in line with legislative requirements and agency practice.
  • Property inspections are conducted in line with client instructions, legislative requirements and agency practice.
  • Effective interpersonal communication techniques and negotiation skills are used with the landlord and tenant to obtain satisfactory conclusion to tenancy.
  • Relevant procedures are implemented on behalf of landlord to claim an entitlement toretain part or all of security deposit or bond money, if required, in line with landlord instructions, legislative requirements and agency practice.
  • Effective interpersonal communication techniques and negotiation skills are used to clarify issues and resolve disputes with landlords and tenants emanating from the termination of leases and tenancy agreements.
  • Regular reports are provided to landlord on termination process and outcomes in line with agency practice.
       
Element: Respond to termination of lease or tenancy agreement initiated by tenant.
  • Rights of tenant to terminate lease or tenancy agreement are observed in line with legislative requirements and agency practice.
  • Tenant intention to terminate lease or tenancy agreement is communicated to landlord and instructions are taken from landlord in line with agency practice.
  • Property inspections are conducted in line with landlord instructions, legislative requirements and agency practice.
  • Effective interpersonal communication techniques and negotiation skills are used with the landlord and tenant to obtain satisfactory conclusion to tenancy.
  • Relevant procedures are implemented on behalf of landlord to claim an entitlement to retain part or all of the security deposit or bond money, if required, in line with landlord instructions, legislative requirements and agency practice.
  • Effective interpersonal communication techniques and negotiation skills are used to clarify issues and resolve disputes with landlords and tenants emanating from the termination of leases and tenancy agreements.
  • Regular reports are provided to landlord on termination process and outcomes in line with agency practice.
       


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 case studies and practical demonstration of monitoring and managing a lease or tenancy agreement, including the renewal and termination of a lease or tenancy agreement. 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:

implementing the conditions of leases and tenancy agreements, including conducting inspections, preparing condition reports, collecting rents, monitoring rent arrears and implementing rent reviews and increases, in line with agency practice, ethical standards and legislative requirements

knowledge of agency practice, ethical standards and legislative requirements associated with monitoring and managing properties during the term of a lease or tenancy agreement and the renewal or termination of leases and tenancy agreements

knowledge of rights and duties of tenants and landlords or agents with regard to the termination of leases and tenancy agreements

knowledge of the rights and duties of landlords and tenants with regard to the renewal of leases and tenancy agreements

managing the termination of leases and tenancy agreements on behalf of landlords

planning and managing the renewal of leases and tenancy agreements

responding to requests from tenants and landlords

responding to the termination of leases or tenancy agreements initiated by tenant.

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:

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

analytical skills to interpret documents such as agency and statutory forms associated with leases, tenancy agreements and management agreements

application of risk management strategies associated with the rights of landlords and tenants during the terms of leases or tenancy agreements

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

numeracy skills to calculate and interpret data, such as rents and rent arrears

decision making and problem solving skills to analyse situations associated with implementing the terms of leases or tenancy agreements and making decisions consistent with legislative and ethical requirements

literacy skills to access and interpret a variety of texts, including legislation, regulations, leases and tenancy agreements; prepare general information, papers, and formal and informal letters; and complete standard and statutory forms

negotiation skills to reach agreement with landlords and tenants on terms of leases and tenancy agreements

planning, organising and scheduling skills to perform tasks associated with monitoring the renewal and termination of leases and tenancy agreements

research skills to identify and locate documents and information relating to the conditions of leases and tenancy agreements.

Required knowledge and understanding:

access to tenanted retail properties

consumer protection, including:

consumer protection principles relevant to leases and 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 leases or tenancy agreements

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

contracts

ethical practices associated with leases and tenancy agreements

inspecting tenanted premises

insurance for managed properties

rights and obligations of a landlord, agent and tenant during lease or tenancy agreement

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

anti-discrimination and equal employment opportunity

anti-money laundering

consumer protection, fair trading and trade practices

employment and industrial relations

financial services

leasing

OHS

privacy

property management

rent, including:

payment

receipting, banking and recording

rent arrears

rent increases

rent reviews

renewal of leases and tenancy agreements, 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

risks associated with renewing and terminating leases and tenancy agreements for managed properties

leases and tenancy agreements, including:

condition report and disclosure statements

fixed and periodic

format of agreements

key features of the different types of leases and tenancy agreements

legal obligations of agent, landlord and tenant

rents, security deposits and bond moneys

termination of leases and tenancy agreements, including:

relevant documentation

rents, security deposits and bond moneys

rights of landlords and tenants

trust accounts.

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.

Rights and duties of tenants and landlords or agents may include:

access to retail premises

assigning or subletting premises

condition of premises

entry to premises by landlord or agent of rented premises

inspections

rent, including:

payment

receipting, banking and recording

tenant withholding rent

quiet enjoyment

running expenses

urgent and non-urgent repairs.

Legislative requirements may include:

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

anti-discrimination and equal employment opportunity

anti-money laundering

consumer protection, fair trading and trade practices

employment and industrial relations

financial services

leasing

OHS

privacy

property management.

Strategies for collection of rental arrears may include:

contact the tenant promptly when rental arrear first occurs

contain any escalation of the debt

debt collection agencies

regular checking of rental arrears

warning letters.

Rent increases and reviews may include:

residential tenancies

retail tenancies.

Enquiries from tenants and landlords may be received through:

email

inspections

office

open houses

referral

telephone

website.

Appropriate rapport relates to use of techniques that:

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

make the landlord or tenant feel valued

promote and maintain an effective relationship with the landlord or tenant.

Appropriate people may include:

agency principal

landlord

licensed real estate agent.

Agency renewal patterns for leases and tenancy agreements may include:

duration, frequency and number of leases and tenancy agreements

proportion of leases and tenancy agreements renewed

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

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

levels of rents in renewed leases and tenancy agreements

timing of renewals.

Lease and tenancy agreement expiries are scheduled may refer to:

expiry date of lease

landlord's plans

tenant's plans.

Parties may include:

agency principal

landlord

licensed real estate agent

property manager

real estate representative

tenant.

Effective interpersonal communication techniques may include:

active listening

providing an opportunity for landlords or tenants to clarify their understanding of the process

soft questioning and seeking feedback from landlords or tenants to confirm own understanding of their needs and expectations

summarising and paraphrasing to check understanding of landlord or tenant message

using appropriate body language.

Negotiation skills may include:

analytical skills

listening techniques

non-verbal communication skills

personal attributes

presentation techniques

questioning techniques

speaking skills.

Entitlement to retain part or all of security deposit or bond money may include:

damage caused by tenants or visitors

loss of the landlord's goods

tenant abandoning the premises

tenant leaving the landlord to pay bills that the tenant should have paid

tenant not keeping premises reasonably clean

unpaid rent.

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
Rights and duties of tenants and landlords or agents during the lease or tenancy agreement are identified in line with ethical standards, legislative requirements and agency practice. 
Inspections of managed properties are conducted and condition reports are prepared in line with lease or tenancy agreement, landlord instructions, legislative requirements and agency practice. 
Rental moneys are collected and processed in line with lease or tenancy agreement, legislative requirements and agency practice. 
Reports are accurately prepared and routinely communicated to landlord on rental moneys collected or in arrears. 
Strategies for collection of rental arrears are discussed with and agreed to by landlord prior to implementation of collection process. 
Procedures for collection of rental arrears are implemented in line with landlord instructions, legislative requirements and agency practice. 
Tenants in arrears are routinely followed up to obtain payment or vacant possession in line with landlord instructions, legislative requirements and agency practice. 
Where necessary, claims against rental bonds are prepared and forwarded to the appropriate authority within specified timeframe of the outgoing property inspection. 
Rent increases and reviews are conducted in line with lease or tenancy agreement, legislative requirements and agency practice. 
Enquiriesfrom tenants and landlords regarding managed property are handled promptly to enable high quality service delivery in line with agency requirements. 
Appropriate rapport is established with tenants and landlords. 
Appropriate interpersonal communication skills are used to clarify enquiries from tenants and landlords. 
Enquiries from tenants and landlords are resolved in terms of lease, tenancy agreement or management agreement or are referred to appropriate people in line with agency practice. 
Agency renewal patterns for leases and tenancy agreements are assessed and strategies developed to maximise benefits for agency and landlords. 
Lease and tenancy agreement expiries are scheduled to ensure renewals are obtained prior to expiry dates. 
Property is inspected and an accurate report is produced on property conditions and maintenance requirements in line with legislative requirements and agency practice. 
Property condition reports and rental details are provided to tenants prior to renewal of lease or tenancy agreement. 
Conditions of lease or tenancy agreement renewal are negotiated and agreed with all parties. 
Lease or tenancy agreement renewal documentation is prepared and provided to tenant and finalised in line with legislative requirements and agency practice. 
Documentation required to terminate a lease or tenancy agreement on behalf of landlord is prepared in line with landlord instructions, legislative requirements and agency practice. 
Notice is given to tenant according to client instructions, legislative requirements and agency practice. 
Rights of tenant with regard to terminating a lease or tenancy agreement are observed in line with legislative requirements and agency practice. 
Property inspections are conducted in line with client instructions, legislative requirements and agency practice. 
Effective interpersonal communication techniques and negotiation skills are used with the landlord and tenant to obtain satisfactory conclusion to tenancy. 
Relevant procedures are implemented on behalf of landlord to claim an entitlement toretain part or all of security deposit or bond money, if required, in line with landlord instructions, legislative requirements and agency practice. 
Effective interpersonal communication techniques and negotiation skills are used to clarify issues and resolve disputes with landlords and tenants emanating from the termination of leases and tenancy agreements. 
Regular reports are provided to landlord on termination process and outcomes in line with agency practice. 
Rights of tenant to terminate lease or tenancy agreement are observed in line with legislative requirements and agency practice. 
Tenant intention to terminate lease or tenancy agreement is communicated to landlord and instructions are taken from landlord in line with agency practice. 
Property inspections are conducted in line with landlord instructions, legislative requirements and agency practice. 
Effective interpersonal communication techniques and negotiation skills are used with the landlord and tenant to obtain satisfactory conclusion to tenancy. 
Relevant procedures are implemented on behalf of landlord to claim an entitlement to retain part or all of the security deposit or bond money, if required, in line with landlord instructions, legislative requirements and agency practice. 
Effective interpersonal communication techniques and negotiation skills are used to clarify issues and resolve disputes with landlords and tenants emanating from the termination of leases and tenancy agreements. 
Regular reports are provided to landlord on termination process and outcomes in line with agency practice. 

Forms

Assessment Cover Sheet

CPPDSM4016A - Monitor and manage lease or tenancy agreement
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

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Assessor name:

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Date:

Assessment Record Sheet

CPPDSM4016A - Monitor and manage lease or tenancy agreement

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: