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Evidence Guide: LGAGOVA409A - Maintain property rates and records

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

 

LGAGOVA409A - Maintain property rates and records

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

Maintain property-related information

  1. Correct record is identified and accessed.
  2. Changes to record including eligibility for pensioner concession, are completed accurately and within appropriate time frame.
  3. Any duplicate records are detected and deleted.
  4. New records, together with necessary associated links and data, are added within appropriate time frame.
  5. Historical records are maintained.
Correct record is identified and accessed.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Changes to record including eligibility for pensioner concession, are completed accurately and within appropriate time frame.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Any duplicate records are detected and deleted.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

New records, together with necessary associated links and data, are added within appropriate time frame.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Historical records are maintained.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain valuation data

  1. Values are reconciled to categories of rates and valuer general valuations.
  2. Relevant acts are considered in determining valuation used for rate calculation.
  3. Subdivision plans are analysed to ensure new valuations are correctly allocated to new lots and cancelled valuations are deleted.
  4. Revaluations are checked and processed and any inconsistencies are queried.
  5. Consolidations or amalgamations are checked and allocated according to plans and their associated values are reconciled.
Values are reconciled to categories of rates and valuer general valuations.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Relevant acts are considered in determining valuation used for rate calculation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Subdivision plans are analysed to ensure new valuations are correctly allocated to new lots and cancelled valuations are deleted.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Revaluations are checked and processed and any inconsistencies are queried.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Consolidations or amalgamations are checked and allocated according to plans and their associated values are reconciled.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Compile and maintain financial information

  1. Transactions are processed and reconciled within the system and to the general/costing ledger.
  2. End of year reconciliations are completed to demonstrate that all properties are properly assessed and accounted for.
  3. Notional yield return is completed accurately and is in line with statutory requirements.
  4. Internal income estimates from rates and charges for the following year are completed according to council requirements.
Transactions are processed and reconciled within the system and to the general/costing ledger.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

End of year reconciliations are completed to demonstrate that all properties are properly assessed and accounted for.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Notional yield return is completed accurately and is in line with statutory requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Internal income estimates from rates and charges for the following year are completed according to council requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure properties are correctly rated

  1. Available sources of property information are regularly accessed and inconsistencies or possible changes to rating category or rateable status are noted.
  2. Suspected inconsistencies or applicable changes are followed up in accordance with council policies and within legislative requirements.
  3. Properties entitled to rate concessions are checked and those no longer eligible for concessions are noted and updated.
Available sources of property information are regularly accessed and inconsistencies or possible changes to rating category or rateable status are noted.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Suspected inconsistencies or applicable changes are followed up in accordance with council policies and within legislative requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Properties entitled to rate concessions are checked and those no longer eligible for concessions are noted and updated.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare for land and environment court action as required

  1. Precedents are interpreted to enable appropriate recommendations to be made regarding the possibility of successful court action.
  2. Information to support court action if required is prepared clearly, accurately and within appropriate time frame.
Precedents are interpreted to enable appropriate recommendations to be made regarding the possibility of successful court action.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Information to support court action if required is prepared clearly, accurately and within appropriate time frame.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

Overview of assessment requirements

A person who demonstrates competency in this unit will be able to perform the outcomes described in the Elements to the required performance level detailed in the Performance Criteria. The knowledge and skill requirements described in the Range Statement must also be demonstrated. For example, knowledge of the legislative framework and safe work practices that underpin the performance of the unit are also required to be demonstrated.

Critical aspects of evidence to be considered

Maintenance of property-related information and valuation data.

Completion of required financial records and reports.

Demonstrated understanding of relevant requirements of local government legislation and acts relating to valuation of land.

Understanding of land and environment court process.

Context of assessment

On the job or in a simulated workplace environment.

Method of assessment

The following assessment methods are suggested:

observation of the learner performing a range of workplace tasks over sufficient time to demonstrate handling of a range of contingencies

written and/or oral questioning to assess knowledge and understanding

completion of workplace documentation

third-party reports from experienced practitioners

completion of self-paced learning materials including personal reflection and feedback from trainer, coach or supervisor

Evidence required for demonstration of consistent performance

Evidence will need to be gathered across a range of variables over a period of time including end of financial year.

Resource implications

Access to a workplace or simulated case study that provides the following resources:

copies of relevant legislation

council policies and procedures

appropriate computer software and records management systems

financial systems

accounting materials

Required Skills and Knowledge

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

Required Skills

qualitative and quantitative research

locating and interpreting legal precedents

accurate record keeping

attention to detail

report writing

written communication

Required Knowledge

detailed knowledge of sections of local government legislation relating to rating and exemptions from rating

relevant sections of acts relating to valuation of land

council policy and procedures regarding checking appropriateness of rating categories

law of torts relating to trespass and harassment

clerical procedures

basic accounting principles

court representation, land and environment court procedures and processes

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.

Changes to record may include:

ownership

address for service of notice

entitlements of owner (pension rebate or other)

property description

land area

categorisations

wards

dimensions

land use

valuations

side of street

zoning

conditions

services

notices

flood details

alternate addresses

Historical records may include:

properties cancelled due to subdivisions

Relevant acts may relate to:

valuation of land

forestry

Indigenous land rights (native title)

national parks and wildlife.

Inconsistencies may include:

no longer farm land

not used for purpose claimed.

Journals may include:

refunds for overpayments

abandonments

changes resulting from errors or court judgements

rebates

pensioner discounts

supplementary levies

interest

postponements

discounts and concessions (other than pensioners)

legal costs

ex gratia rates

dishonoured cheques

Reconciliation of rates income may include:

by category

rate type

property numbers

valuations at end of year and beginning of year and as required by internal and external auditors

Sources of information may include:

property owners

local newspaper advertisements

council business papers

personal observation

the public

land titles office

valuer general's department

property inspections

state, federal and other local government bodies

electronic or hard copy white and yellow pages

electoral rolls

government gazettes

publications

circulars

Follow up may involve:

property inspection

photographs

research

accessing further information

Rate concessions may include:

postponed rates

section allowances

heritage allowances

mixed development apportionment factors and capital contributions