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Evidence Guide: CPPDSM3013A - Perform and record property management activities and transactions

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

CPPDSM3013A - Perform and record property management activities and transactions

What evidence can you provide to prove your understanding of each of the following citeria?

Complete managing agent documentation.

  1. Authority to manage property is confirmed with landlord in line with agency practice and legislative requirements.
  2. Required agency and statutory documentation is explained to landlord.
  3. Required agency and statutory documentation is produced in line with agency practice and legislative requirements.
  4. Relevant information obtained from landlord is verified in line with agency practice and legislative requirements.
  5. Required agency and statutory documentation is accurately completed, signed and securely stored in line with agency practice.
Authority to manage property is confirmed with landlord in line with agency practice and legislative requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Required agency and statutory documentation is explained to landlord.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Required agency and statutory documentation is produced in line with agency practice and legislative requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Relevant information obtained from landlord is verified in line with agency practice and legislative requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Required agency and statutory documentation is accurately completed, signed and securely stored in line with agency practice.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select tenant.

  1. Applications to lease property are received from prospective tenants in line with agency practice and legislative requirements.
  2. Agency procedures for screening prospective tenants are implemented in line with agency practice and legislative requirements.
  3. Agency procedures for reviewing applications from prospective tenants, referring applications to landlord and selecting tenants are implemented in line with agency practice and legislative requirements.
Applications to lease property are received from prospective tenants in line with agency practice and legislative requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Agency procedures for screening prospective tenants are implemented in line with agency practice and legislative requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Agency procedures for reviewing applications from prospective tenants, referring applications to landlord and selecting tenants are implemented in line with agency practice and legislative requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete leasing documentation.

  1. Leasing documentation is explained to prospective tenant.
  2. Leasing documentation is produced in line with agency practice and legislative requirements.
  3. Relevant information obtained from prospective tenant is verified in line with agency practice and legislative requirements.
  4. Leasing documentation is accurately completed, signed and securely stored in line with agency practice, legislative requirements and landlord instructions.
Leasing documentation is explained to prospective tenant.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Leasing documentation is produced in line with agency practice and legislative requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Relevant information obtained from prospective tenant is verified in line with agency practice and legislative requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Leasing documentation is accurately completed, signed and securely stored in line with agency practice, legislative requirements and landlord instructions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Process receipt of security deposits (bonds) and rent.

  1. Moneys are received and accurately recorded in line with agency practice and legislative requirements.
  2. Security deposits are secured and forwarded to statutory authorities within specified timeframe.
  3. Incident reports are followed up with appropriate personnel where necessary.
Moneys are received and accurately recorded in line with agency practice and legislative requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Security deposits are secured and forwarded to statutory authorities within specified timeframe.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Incident reports are followed up with appropriate personnel where necessary.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Place new tenant in property.

  1. New tenants areplaced in rental property in line with agency practice and legislative requirements.
  2. Pre and post-tenancy reports are accurately produced according to agency practice and legislative requirements.
New tenants areplaced in rental property in line with agency practice and legislative requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Pre and post-tenancy reports are accurately produced according to agency practice and legislative requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record tenant and landlord transactions on agency database.

  1. Verified transactions are accurately recorded on agency database in line with agency practice.
  2. Records of tenant and landlord information are regularly updated to ensure reliable records are kept in line with agency practice.
Verified transactions are accurately recorded on agency database in line with agency practice.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Records of tenant and landlord information are regularly updated to ensure reliable records are kept in line with agency practice.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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 processing applications from tenants for the lease of all forms of property. 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:

completion of leasing documentation

completion of managing agent documentation

knowledge and application of agency and legislative requirements associated with the handling of moneys, including rents and security deposits

knowledge of ethical practices associated with leasing of property

knowledge of legislative and regulatory requirements relating to the processing of applications for the leasing of property

knowledge of statutory and standard forms associated with leasing of property

knowledge of the rights and duties of landlords and tenants

receiving applications from prospective tenants in line with agency practice and legislative requirements

selecting and approving tenants in line with agency practice and legislative requirements.

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.

Required Skills and Knowledge

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

application of risk management strategies associated with advising clients on property sales and property management options

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

decision making and problem solving skills to analyse situations and make decisions consistent with legislative and ethical requirements

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

numeracy skills to calculate and interpret data, such as rents and security deposits

planning, organising and scheduling skills to place new tenants in rented properties

research skills to identify and locate documents and information relating to leasing of rented properties.

Required knowledge and understanding:

bonds and security deposits

condition reports and disclosure statements

ethical practices associated with leasing of property

leases, including:

commercial and industrial

holiday

residential

retail

placing new tenant in rental property, including:

government fees and duties

keys

rights and obligations

security deposits

tenancy documentation

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

financial services

OHS

privacy

property management

rent

residential tenancy agreements

rights and duties of tenants and landlords

risks and risk management strategies

screening tenants, including:

capacity to pay

financial limits

match suitable properties to tenant's needs

motives

needs

preferences

statutory and other forms of agreement and lease

tenancy application processes, including:

criteria for selecting tenants

interviewing tenants

notifying selected tenant

obtaining tenancy applications

recording tenancy arrangements

reviewing references

reviewing tenancy applications

tenancy application forms.

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.

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

financial services

leases and tenancy agreements

OHS

privacy

property management.

Lease may include:

commercial and industrial

holiday

residential

retail.

Screening prospective tenants may include:

capacity to pay

financial limits

motives

needs and preferences

tenancy databases.

Appropriate personnel may include:

agency principal

licensed real estate agent

landlord.

Placing new tenant in rental property may refer to:

government fees and duties

keys

rights and obligations

security deposits

tenancy documentation.