Plan property portfolio management

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver CPPDSM6012A, 'Plan property portfolio management'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Plan property portfolio management' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

1Establish performance requirements.

1.1 Property portfolio performance requirements are determined and confirmed in consultation with client and relevant people.

1.2 Client needs and expectations are accurately assessed and clarified using appropriate research and survey techniques.

1.3 Risk assessment is conducted on portfolio management requirements.

1.4 Industry benchmarks are analysed to determine expected performance of portfolio in varying market conditions.

1.5 Relevant market data is accurately interpreted to determine trends that may affect performance of portfolio.

1.6 Applicable ethical, legislative and organisational requirements are interpreted and applied.

2Analyse performance constraints.

2.1 Asset life cycle is confirmed and usage parameters are determined in consultation with client.

2.2 Class and use of property portfolio are analysed and investment management strategies are established.

2.3 Asset information is analysed and specific maintenance and strategic issues are assessed and documented.

2.4 Financial performance and retention information are analysed and special funding and budget requirements are documented.

3Design portfolio management system.

3.1 Portfolio management plan is designed within a strategic management framework and disseminated to relevant people.

3.2 Portfolio management strategies are reviewed according to organisational requirements for best-practice compliance and risk management.

3.3 Variations in performance expectations are identified and explained to relevant people.

4Implement and review the system.

4.1 Portfolio is systematically evaluated and variations to the management system are identified and appropriate changes made.

4.2 Measures and criteria are chosen that provide sufficient information to make judgements about progress towards client objectives.

4.3 Strategies to improve portfolio management system are documented and implemented.

4.4 Regular reports on property portfolio management activities are provided to relevant people.

4.5 Information is securely maintained with due regard to client confidentiality, and legislative and organisational requirements.


Qualifications and Skillsets

CPPDSM6012A appears in the following qualifications:

  • CPP60211 - Advanced Diploma of Property Services (Asset and Facility Management)
  • CHC80108 - Vocational Graduate Diploma of Community Sector Management