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Evidence Guide: CPPREP4232 - Manage commercial property financial reports

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

 

CPPREP4232 - Manage commercial property financial reports

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

Plan financial reporting for commercial property management.

  1. Analyse property documentation to confirm financial reporting obligations according to client instructions or agreement.
  2. Confirm types and purpose of required financial reports and reporting periods.
  3. Schedule financial reporting activities to meet client requirements and accounting protocols.
Analyse property documentation to confirm financial reporting obligations according to client instructions or agreement.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm types and purpose of required financial reports and reporting periods.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Schedule financial reporting activities to meet client requirements and accounting protocols.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop annual budget for commercial property.

  1. Collate financial data for commercial property.
  2. Analyse financial data to prepare forecasts for the financial year.
  3. Prepare and document budget and tenancy schedules to meet agency requirements for commercial property management.
Collate financial data for commercial property.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Analyse financial data to prepare forecasts for the financial year.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare and document budget and tenancy schedules to meet agency requirements for commercial property management.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Coordinate financial reporting for commercial property.

  1. Prepare financial reports according to client instructions.
  2. Assess completed financial reports to verify sufficiency to meet reporting requirements and take required action to correct errors or omissions.
  3. Distribute financial reports to lessor to meet agreed reporting timeframes and agency requirements.
Prepare financial reports according to client instructions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess completed financial reports to verify sufficiency to meet reporting requirements and take required action to correct errors or omissions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Distribute financial reports to lessor to meet agreed reporting timeframes and agency requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate and improve financial outcomes for commercial property.

  1. Assess financial outcomes for property to identify areas requiring improvement.
  2. Recommend actions to improve financial outcomes in discussion with lessor and obtain feedback and further instruction from lessor.
  3. Facilitate implementation of processes to improve financial outcomes for property according to lessor instructions.
  4. Secure and maintain financial information and documentation according to agency requirements.
Assess financial outcomes for property to identify areas requiring improvement.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Recommend actions to improve financial outcomes in discussion with lessor and obtain feedback and further instruction from lessor.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Facilitate implementation of processes to improve financial outcomes for property according to lessor instructions.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Secure and maintain financial information and documentation according to agency requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Required Skills and Knowledge