CPPDSM3006B
Collect and process property information

This unit of competency specifies the outcomes required to gather and organise property information in a format that is suitable for decision making. It requires the ability to review information requirements and obtain information from a variety of sources.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.

Application

This unit of competency supports the work of those involved in gathering and organising property information in a format suitable for decision making.


Prerequisites

Nil


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

1Identify and collect property information.

1.1 Required property information is specified and collected in consultation with relevant people according to organisational requirements.

1.2 Sources of property information are identified and accessed according to applicable legislative requirements.

1.3 Property information is collected in an efficient and reliable manner, making efficient use of business equipment and technology and available time and resources.

1.4 Appropriate interpersonal techniques are used to collect property information according to organisational policies and procedures.

2Organise information.

2.1 Information is organised in a suitable format to allow analysis and decision making according to organisational requirements.

2.2 Information is assessed for relevance and accuracy and is consistent with organisational reporting requirements.

2.3 Appropriate business equipment and technology are selected and used to organise and store information according to organisational requirements.

2.4 Property information is securely maintained with due regard to client confidentiality and according to legislative and organisational requirements.

3Review information needs.

3.1 Property information is reviewed in consultation with relevant people to confirm sufficiency of information.

3.2 Gaps in data collection are identified and additional information is sourced where necessary.

3.3 Property information database is maintained according to own role and responsibility.

3.4 Feedback on future information needs is obtained and incorporated into existing information collection and reporting processes.

Required Skills

This section describes the essential skills and knowledge and their level, required for this unit.

Required skills:

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

interpersonal skills to liaise with relevant people to obtain property information and relate to people from a range of social, cultural and ethnic backgrounds and varying physical and mental abilities

literacy skills to access and understand a variety of information, prepare and present information in a suitable format and check for accuracy of information

organisational skills to maintain records and databases and use organisational filing systems

planning skills to prioritise information requests

problem solving skills to solve routine database problems and source additional information

technology skills to use software packages to gather and organise information and to select and use technology appropriate to the task.

Required knowledge and understanding:

internal and external sources of property information

OHS issues and requirements

organisational policies and procedures, including customer service procedures

organisational record keeping and filing systems

procedures for using office equipment and technology

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

anti-discrimination

consumer protection

environmental issues

equal employment opportunity (EEO)

financial probity

franchises and business structures

industrial relations

OHS

property sales, leasing and management

security procedures and safe record keeping practices

software applications used to access, store and maintain data

types of property information management systems.

Evidence Required

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 gathering and organising property information in a format that is suitable for decision making. 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:

accurately determining information requirements and providing property information to meet identified and defined purposes

identifying and addressing gaps in collected data

knowledge of agency practices, ethical standards and legislative requirements associated with gathering and organising property information in a format that is suitable for decision making

sourcing, organising and using information in compliance with applicable industry and legal requirements

using consultative processes to review, maintain and improve existing information collection and reporting processes.

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.


Range Statement

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 information may include information relating to:

company services

construction costs

current and planned property or site developments

depreciation schedules

leasing rates

management policy and procedures

marketing services

occupancy rates

operating costs

property characteristics including:

availability of alternative energy sources, including:

solar hot water and heating

wind generation

accessibility for people with disabilities

energy efficiency achieved by processes and products, such as:

building orientation

energy efficient planting

insulation

low energy building techniques

energy ratings, such as 5 or 6 star

water saving devices

sales information.

Relevant people may include:

clients

colleagues

legal representatives

members of industry associations

supervisors.

Organisational requirements may be outlined and reflected in:

access and equity principles and practice guidelines

business and performance plans

complaint and dispute resolution procedures

goals, objectives, plans, systems and processes

legal and ethical requirements and codes of practice

mission statements and strategic plans

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.

Sources of property information may include:

internet and intranet

local, state and federal government documents and registers

newspapers and journals

policy statements

property reports

qualitative and quantitative data

television and radio.

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 law

consumer protection

environmental and zoning laws affecting:

access security

access and property use

energy efficiency

freedom of information

home building requirements

local regulations and by-laws

privacy laws applying to owners, contractors and tenants

public health

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.

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.

Interpersonal techniques may include:

active listening

consultation methods

interpreting non-verbal and verbal messages

questioning to clarify and confirm understanding

seeking feedback

using language and concepts appropriate to cultural differences.

Suitable format may relate to:

incorporating graphics and pictures

using a particular software application

using standardised forms

using tables and charts.

Feedback on future information needs may be obtained from:

clients and colleagues

documentation and reports

quality assurance data

questionnaires

regular meetings.


Sectors

Unit sector

Property development, sales and management


Competency Field

Property operations and development


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.


Licensing Information

Refer to Unit Descriptor