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Evidence Guide: CPPDSM4031 - Arrange lease of space

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

 

CPPDSM4031 - Arrange lease of space

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

Establish lease requirements.

  1. Space lease requirements are determined.
  2. Client needs are confirmed and clarified using appropriate interpersonal techniques.
  3. Lease terms and conditions are identified.
  4. Retention strategies are devised and marketed to selected tenants.
  5. Situations requiring specialist advice are identified and assistance is sought as required.
Space lease requirements are determined.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Client needs are confirmed and clarified using appropriate interpersonal techniques.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Lease terms and conditions are identified.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Retention strategies are devised and marketed to selected tenants.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Situations requiring specialist advice are identified and assistance is sought as required.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Arrange lease agreement.

  1. Lease agreement is arranged.
  2. Accurate and relevant exchange of information with legal advisers is facilitated using appropriate interpersonal techniques.
  3. Lease documentation is reviewed to ensure it is accurate and meets client, legal and organisational requirements.
  4. Necessary amendments to documents are arranged prior to lease execution.
Lease agreement is arranged.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Accurate and relevant exchange of information with legal advisers is facilitated using appropriate interpersonal techniques.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Lease documentation is reviewed to ensure it is accurate and meets client, legal and organisational requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Necessary amendments to documents are arranged prior to lease execution.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Formalise lease arrangements.

  1. Lease arrangements are implemented and standard lease documentation is completed.
  2. Lease documentation is stamped and registered.
  3. Copies of lease contracts are distributed to contracting parties to confirm respective obligations.
  4. Agents are appointed to facilitate completion of leasing arrangements.
  5. Lease records and relevant information are securely stored.
Lease arrangements are implemented and standard lease documentation is completed.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Lease documentation is stamped and registered.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Copies of lease contracts are distributed to contracting parties to confirm respective obligations.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Agents are appointed to facilitate completion of leasing arrangements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Lease records and relevant information are securely stored.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Review lease arrangements.

  1. Lease arrangements and documentation are reviewed.
  2. Variations to lease requirements are identified and negotiated with contracting parties, and amendments are made according to client, legislative and organisational requirements.
  3. Lease arrangements are monitored.
  4. Business equipment and technology are used to maintain and securely store relevant documentation.
Lease arrangements and documentation are reviewed.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Variations to lease requirements are identified and negotiated with contracting parties, and amendments are made according to client, legislative and organisational requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Lease arrangements are monitored.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Business equipment and technology are used to maintain and securely store relevant documentation.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions.

1.

Establish lease requirements.

1.1.

Space lease requirements are determined.

1.2.

Client needs are confirmed and clarified using appropriate interpersonal techniques.

1.3.

Lease terms and conditions are identified.

1.4.

Retention strategies are devised and marketed to selected tenants.

1.5.

Situations requiring specialist advice are identified and assistance is sought as required.

2.

Arrange lease agreement.

2.1.

Lease agreement is arranged.

2.2.

Accurate and relevant exchange of information with legal advisers is facilitated using appropriate interpersonal techniques.

2.3.

Lease documentation is reviewed to ensure it is accurate and meets client, legal and organisational requirements.

2.4.

Necessary amendments to documents are arranged prior to lease execution.

3.

Formalise lease arrangements.

3.1.

Lease arrangements are implemented and standard lease documentation is completed.

3.2.

Lease documentation is stamped and registered.

3.3.

Copies of lease contracts are distributed to contracting parties to confirm respective obligations.

3.4.

Agents are appointed to facilitate completion of leasing arrangements.

3.5.

Lease records and relevant information are securely stored.

4.

Review lease arrangements.

4.1.

Lease arrangements and documentation are reviewed.

4.2.

Variations to lease requirements are identified and negotiated with contracting parties, and amendments are made according to client, legislative and organisational requirements.

4.3.

Lease arrangements are monitored.

4.4.

Business equipment and technology are used to maintain and securely store relevant documentation.

Required Skills and Knowledge

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions.

1.

Establish lease requirements.

1.1.

Space lease requirements are determined.

1.2.

Client needs are confirmed and clarified using appropriate interpersonal techniques.

1.3.

Lease terms and conditions are identified.

1.4.

Retention strategies are devised and marketed to selected tenants.

1.5.

Situations requiring specialist advice are identified and assistance is sought as required.

2.

Arrange lease agreement.

2.1.

Lease agreement is arranged.

2.2.

Accurate and relevant exchange of information with legal advisers is facilitated using appropriate interpersonal techniques.

2.3.

Lease documentation is reviewed to ensure it is accurate and meets client, legal and organisational requirements.

2.4.

Necessary amendments to documents are arranged prior to lease execution.

3.

Formalise lease arrangements.

3.1.

Lease arrangements are implemented and standard lease documentation is completed.

3.2.

Lease documentation is stamped and registered.

3.3.

Copies of lease contracts are distributed to contracting parties to confirm respective obligations.

3.4.

Agents are appointed to facilitate completion of leasing arrangements.

3.5.

Lease records and relevant information are securely stored.

4.

Review lease arrangements.

4.1.

Lease arrangements and documentation are reviewed.

4.2.

Variations to lease requirements are identified and negotiated with contracting parties, and amendments are made according to client, legislative and organisational requirements.

4.3.

Lease arrangements are monitored.

4.4.

Business equipment and technology are used to maintain and securely store relevant documentation.

A person demonstrating competency in this unit must satisfy all of the elements, performance criteria, foundation skills and range of conditions of this unit.

The person must also arrange and formalise a lease for the use of three of the following different spaces:

building

car park

facility

land

lettable area

property.

For each of the above spaces, the person must:

determine requirements for lease of space through an accurate assessment of client needs and identification of lease terms and conditions

devise and market retention strategies to selected tenants

implement lease arrangements, including appointing an agent to facilitate the completion of lease arrangements

apply knowledge of organisation’s practices, ethical standards and legislative requirements associated with the lease of space

monitor lease arrangements against lease agreement requirements, and safely and securely maintain associated documentation

organise the preparation of lease documentation, reviewing it for accuracy and arranging necessary amendments.

A person demonstrating competency in this unit must demonstrate knowledge of:

common lease terms and conditions

contract law applied to property leasing

government duties and taxes as applied to lease documentation

legal operations for lease preparation

limitations of own work role, responsibilities and professional abilities

organisational and professional procedures, ethical practices, and business standards relating to arranging leases

key requirements of federal, state or territory legislation and local government regulations relating to:

anti-discrimination

consumer protection

environmental issues

equal employment opportunity (EEO)

financial probity

privacy

property sales, leasing and management

work health and safety (WHS)

types of property leases

WHS issues and requirements relating to arranging lease of spaces.

Range Statement

This section specifies work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included. Bold italicised wording, if used in the performance criteria, is detailed below.

Space must include at least one of the following:

buildings

car parking

facilities

land

lettable areas

properties.

Client needs must include at least two of the following:

developing fit-out guidelines for builders

facilitating transaction by separately meeting with fit-out and legal advisers

managing fit-outs to preserve building services

observing building rules.

Lease agreements must include:

acceptance and consideration

agreement to lease

building rules

existing partitioned space

fit-outs

heads of agreement

lessee and lessor obligations

letters of intent

negotiations containing offers.