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

CPPDSM4049A Mapping and Delivery Guide
Implement maintenance plan for managed properties

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency CPPDSM4049A - Implement maintenance plan for managed properties
Description This unit of competency specifies the outcomes required to develop and implement a maintenance plan for all types of managed properties. It includes determining property maintenance requirements, establishing a property maintenance plan, establishing and maintaining a key register, monitoring the security of managed properties and implementing and reviewing the property maintenance plan.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 developing and implementing maintenance plans for all types of managed properties.
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: Determine property maintenance requirements.
  • Property reports, maintenance specifications, feedback from tenants, owner instructions and other relevant documentation are obtained and analysed to establish propertymaintenance requirements in line with agency practice and legislative requirements.
  • Industry benchmarks are reviewed to determine maintenance intervals and other requirements.
  • OHS and other relevant legislative requirements are interpreted and incorporated into maintenance requirements.
       
Element: Develop property maintenance plan.
  • Property maintenance plan is established in line with owner instructions, legislative requirements and agency practice.
  • Reliable and efficient maintenance methods are identified in line with agency practice.
  • Maintenance costs are established in line with agency practice.
  • Contract specifications for maintenance services are developed and incorporated into tender documents, where appropriate, in line with agency practice and legislative requirements.
  • Safety and security requirements are incorporated into maintenance plan in line with legislative requirements and agency practice.
  • Criteria for the selection of tradespeople and other service providers to provide repair and maintenance services are established.
  • Register of tradespeople and other service providers is compiled and maintained in line with legislative and agency requirements.
  • Property maintenance schedule is established in line with agency practice.
  • Systems for recording and implementing property maintenance requirements and reporting to owners are established in line with agency practice.
  • Aspects of maintenance plan requiring specialist advice are identified and assistance is sought as required.
       
Element: Establish key register.
  • Key register system is established, administered and maintained in line with agency practice.
  • Security of register and keys is maintained in line with agency practice.
       
Element: Implement property maintenance plan.
  • Property maintenance plan, including agency fees, is presented to owners for discussion and approval in line with agency practice.
  • Property maintenance plan is implemented in line with owner instructions, legislative requirements and agency practice.
  • Regular reports are provided to owners in line with property maintenance plan and agency practice.
  • Agency fees for property maintenance services are recorded and billed to owner in line with agency practice and legislative requirements.
       
Element: Monitor security of managed properties.
  • Security risks associated with managed properties are identified and documented in line with agency and legislative requirements.
  • Causes and potential impact of security risks on agency, clients and other stakeholders are determined.
  • Property security measures are established in line with terms of the property management agreement, owner instructions, legislative requirements and agency practice.
       
Element: Review property maintenance plan.
  • Property maintenance plan is reviewed in consultation with owners and relevant people using appropriate data and interpersonal communication strategies.
  • Outcomes of review are prepared in required format, style and structure and presented to owners and other relevant people within agreed timeframes.
  • Recommendations for improvement to property maintenance plan are presented to owners and other relevant people in line with agency practice.
  • Business equipment and technology are used to securely maintain documentation according to agency procedures.
       


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 developing, implementing and reviewing a maintenance plan for managed properties. 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 and implementing a property maintenance plan for managed properties

determining property maintenance requirements for managed properties

developing a property maintenance plan for managed properties that includes procedures for selecting maintenance contractors and maintaining safety and security of clients

establishing and maintaining a key register for managed properties

monitoring security of managed properties

knowledge of agency practice, ethical standards and legislative requirements associated with establishing, implementing and reviewing a maintenance plan for managed properties

reviewing the property maintenance plan for managed properties.

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 legislation, regulations, building plans and property maintenance reports and specifications

application of risk management strategies associated with property maintenance

computing skills to access the internet, access web pages, prepare and complete online forms and search online databases

decision making and problem solving skills to analyse situations and make decisions regarding property maintenance consistent with legislative, safety and ethical requirements

literacy skills to access and interpret a variety of texts, including legislation, regulations and building and safety codes; prepare general information, papers, formal and informal letters, reports and applications; and complete standard and statutory forms

negotiation skills to establish contracts with tradespeople and service providers for provision of property maintenance and repair services

numeracy skills to calculate and interpret data on property maintenance costs, such as the annual level of maintenance expenditure required to sustain a property at its current condition

planning, organising and scheduling skills to provide cyclical, routine and non-routine property maintenance services for managed properties

research skills to identify and locate documents and information relating to the maintenance of managed properties.

Required knowledge and understanding:

basic concepts of taxation for investment properties

basic knowledge of property contracts and administrative requirements

building codes and relevant Australian standards

building construction practices

common building faults and styles

common hazards to public and personal safety associated with particular types of maintenance work in buildings

industry benchmarks for property maintenance procedures

ethical standards

key register

management strategies relevant to different types of industrial, commercial, rural and retail property

OHS issues and requirements

property maintenance methods

property maintenance plan

property maintenance requirements

property maintenance schedule

property safety and security requirements

register of tradespeople and service providers

relevant building services, trades and operation for maintenance operations

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

anti-discrimination and equal employment opportunity

consumer protection, fair trading and trade practices

employment and industrial relations

environmental issues

financial services

industrial relations

leases and tenancy agreements

OHS

privacy

property management

taxation

reporting to owners on repairs and maintenance

risks and management strategies associated with property maintenance

selection of tradespeople and service providers

systems for implementing property maintenance requirements

tendering procedures.

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.

Property maintenance requirements may include:

confirmation of operational effectiveness

cyclical maintenance

emergency repairs

refurbishment

non-routine repairs

routine servicing and repairs.

Industry benchmarks may include:

age of the properties with allowance for mid-life upgrades and refurbishments

annual level of maintenance expenditure required to sustain a property at its current condition

compliance with safety codes

expenditure on repairs and maintenance as a percentage of asset value

functionality and amenity of property

strategic importance of individual properties

structural soundness.

Legislative requirements may include:

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

anti-discrimination and equal employment opportunity

consumer protection, fair trading and trade practices

employment and industrial relations

environmental issues

financial services

industrial relations

leases and tenancy agreements

OHS

privacy

property management

taxation.

Property maintenance plan may include:

cleaning

electrical

emergency lighting

evacuation

fencing and boundaries

fire lighting

garden

housekeeping

painting

pests

plant and equipment maintenance

plumbing

sanitary disposal

security

vertical movement

waste disposal

weather proofing.

Reliable and efficient maintenance methods may include:

internal employee services

lease contractual obligations

outsourcing of external contracts with arms length organisations

subcontracting tradespeople and service providers.

Safety and security requirements may include adherence to OHS policies and procedures for the containment of:

emergency situations, including fire, flood, bomb threats, suicide attempts or other actions likely to lead to property or bodily threat

potential safety and health hazards, such as physical, mechanical or chemical agents that are already in the property, or are brought to the property, or created as a by-product of work done in the property.

Tradespeople and other service providers may include:

air conditioning and mechanical services technicians

builders

cleaners

electricians

gardeners

painters

pest exterminators

plant and equipment technicians

plasterers

plumbers

swimming pool technicians

tilers.

Criteria for the selection of tradespeople and other service providers may include:

cost

quality of work

service standards.

Specialist advice may include:

architects

bankers and financiers

builders

government officials

industry professionals and members of industry associations

investment consultants

planners

real estate agents

solicitors

subcontractors

technical experts

tradespeople.

Key register may refer to:

access to keys

coding of keys

entry of keys in register

non-return of keys

records

security and storage procedures.

Owners and relevant people may include:

agency principal and management

clients

colleagues

engineers and technicians

government personnel

industry professionals and members of industry associations

installers

legal representatives

licensed real estate agents

owners

site personnel

subcontractors

technical experts

tenants

tradespeople.

Appropriate data may include:

checklists

cost data analysis

expert and peer review

interviews

observation

questionnaires

review of quality assurance data.

Interpersonal communication strategies may include:

active listening

providing an opportunity for clients to clarify their understanding of the sales process

soft questioning and seeking feedback to confirm own understanding of client needs and expectations

summarising and paraphrasing to check understanding of client message

using appropriate body language.

Business equipment and technology may include:

computers

data storage devices

facsimile machines

internet, extranet and intranet

email

photocopiers

printers and scanners

software applications such as databases, 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
Property reports, maintenance specifications, feedback from tenants, owner instructions and other relevant documentation are obtained and analysed to establish propertymaintenance requirements in line with agency practice and legislative requirements. 
Industry benchmarks are reviewed to determine maintenance intervals and other requirements. 
OHS and other relevant legislative requirements are interpreted and incorporated into maintenance requirements. 
Property maintenance plan is established in line with owner instructions, legislative requirements and agency practice. 
Reliable and efficient maintenance methods are identified in line with agency practice. 
Maintenance costs are established in line with agency practice. 
Contract specifications for maintenance services are developed and incorporated into tender documents, where appropriate, in line with agency practice and legislative requirements. 
Safety and security requirements are incorporated into maintenance plan in line with legislative requirements and agency practice. 
Criteria for the selection of tradespeople and other service providers to provide repair and maintenance services are established. 
Register of tradespeople and other service providers is compiled and maintained in line with legislative and agency requirements. 
Property maintenance schedule is established in line with agency practice. 
Systems for recording and implementing property maintenance requirements and reporting to owners are established in line with agency practice. 
Aspects of maintenance plan requiring specialist advice are identified and assistance is sought as required. 
Key register system is established, administered and maintained in line with agency practice. 
Security of register and keys is maintained in line with agency practice. 
Property maintenance plan, including agency fees, is presented to owners for discussion and approval in line with agency practice. 
Property maintenance plan is implemented in line with owner instructions, legislative requirements and agency practice. 
Regular reports are provided to owners in line with property maintenance plan and agency practice. 
Agency fees for property maintenance services are recorded and billed to owner in line with agency practice and legislative requirements. 
Security risks associated with managed properties are identified and documented in line with agency and legislative requirements. 
Causes and potential impact of security risks on agency, clients and other stakeholders are determined. 
Property security measures are established in line with terms of the property management agreement, owner instructions, legislative requirements and agency practice. 
Property maintenance plan is reviewed in consultation with owners and relevant people using appropriate data and interpersonal communication strategies. 
Outcomes of review are prepared in required format, style and structure and presented to owners and other relevant people within agreed timeframes. 
Recommendations for improvement to property maintenance plan are presented to owners and other relevant people in line with agency practice. 
Business equipment and technology are used to securely maintain documentation according to agency procedures. 

Forms

Assessment Cover Sheet

CPPDSM4049A - Implement maintenance plan for managed properties
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

CPPDSM4049A - Implement maintenance plan for managed properties

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: