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

CPPREP4232 Mapping and Delivery Guide
Manage commercial property financial reports

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency CPPREP4232 - Manage commercial property financial reports
Description
Employability Skills
Learning Outcomes and Application This unit specifies the skills and knowledge required to manage financial reporting for commercial property management.It includes collating and analysing income, expenditure and cash flow to plan and budget for financial reporting. It also includes preparing required financial reports and evaluating financial outcomes for the property in consultation with lessors to identify and recommend actions for improvement.The unit applies to industry professionals in real estate.State or territory licensing requirements may apply to this unit.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites
Competency Field
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: Plan financial reporting for commercial property management.
  • Analyse property documentation to confirm financial reporting obligations according to client instructions or agreement.
  • Confirm types and purpose of required financial reports and reporting periods.
  • Schedule financial reporting activities to meet client requirements and accounting protocols.
       
Element: Develop annual budget for commercial property.
  • Collate financial data for commercial property.
  • Analyse financial data to prepare forecasts for the financial year.
  • Prepare and document budget and tenancy schedules to meet agency requirements for commercial property management.
       
Element: Coordinate financial reporting for commercial property.
  • Prepare financial reports according to client instructions.
  • Assess completed financial reports to verify sufficiency to meet reporting requirements and take required action to correct errors or omissions.
  • Distribute financial reports to lessor to meet agreed reporting timeframes and agency requirements.
       
Element: Evaluate and improve financial outcomes for commercial property.
  • Assess financial outcomes for property to identify areas requiring improvement.
  • Recommend actions to improve financial outcomes in discussion with lessor and obtain feedback and further instruction from lessor.
  • Facilitate implementation of processes to improve financial outcomes for property according to lessor instructions.
  • Secure and maintain financial information and documentation according to agency requirements.
       

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.
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
Analyse property documentation to confirm financial reporting obligations according to client instructions or agreement. 
Confirm types and purpose of required financial reports and reporting periods. 
Schedule financial reporting activities to meet client requirements and accounting protocols. 
Collate financial data for commercial property. 
Analyse financial data to prepare forecasts for the financial year. 
Prepare and document budget and tenancy schedules to meet agency requirements for commercial property management. 
Prepare financial reports according to client instructions. 
Assess completed financial reports to verify sufficiency to meet reporting requirements and take required action to correct errors or omissions. 
Distribute financial reports to lessor to meet agreed reporting timeframes and agency requirements. 
Assess financial outcomes for property to identify areas requiring improvement. 
Recommend actions to improve financial outcomes in discussion with lessor and obtain feedback and further instruction from lessor. 
Facilitate implementation of processes to improve financial outcomes for property according to lessor instructions. 
Secure and maintain financial information and documentation according to agency requirements. 

Forms

Assessment Cover Sheet

CPPREP4232 - Manage commercial property financial reports
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:

Signature:

Date:

Assessment Record Sheet

CPPREP4232 - Manage commercial property financial reports

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: