Unit of competency Outline
Date retreived
22/07/2026 6:27 PM AWST
22/07/2026 6:27 PM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Perform and record property management activities and transactions
Perform and record property management activities and transactions
Unit of competency
National Code
CPPDSM3013A
CPPDSM3013A
State Code
D1239
D1239
TGA Status
Deleted
Deleted
DTWD Status
Deleted
Deleted
State Implementation and Classification
Approved Date
31/10/2008
Field of Education
080503 - Real Estate
Original Release Date
31/10/2008
Nominal Hours
20
Description
This unit of competency specifies the outcomes required to process applications from tenants for the lease of all forms of property. It includes completing managing agent documentation, receiving applications from tenants, selecting tenants, completing leasing documentation, placing tenants in the property and processing receipt of security deposits and rent.The unit may form part of the licensing requirements for persons engaged in real estate activities in those States and Territories where these are regulated activities.
Notes
Elements and Performance Criteria
1Complete managing agent documentation.
- 1.1 Authority to manage property is confirmed with landlord in line with agency practice and legislative requirements.1.2 Required agency and statutory documentation is explained to landlord.1.3 Required agency and statutory documentation is produced in line with agency practice and legislative requirements.
- 1.4 Relevant information obtained from landlord is verified in line with agency practice and legislative requirements.1.5 Required agency and statutory documentation is accurately completed, signed and securely stored in line with agency practice.
2Select tenant.
- 2.1 Applications to lease property are received from prospective tenants in line with agency practice and legislative requirements.2.2 Agency procedures for screening prospective tenants are implemented in line with agency practice and legislative requirements.2.3 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.
3Complete leasing documentation.
- 3.1 Leasing documentation is explained to prospective tenant.3.2 Leasing documentation is produced in line with agency practice and legislative requirements.3.3 Relevant information obtained from prospective tenant is verified in line with agency practice and legislative requirements.3.4 Leasing documentation is accurately completed, signed and securely stored in line with agency practice, legislative requirements and landlord instructions.
4Process receipt of security deposits (bonds) and rent.
- 4.1 Moneys are received and accurately recorded in line with agency practice and legislative requirements.4.2 Security deposits are secured and forwarded to statutory authorities within specified timeframe.4.3 Incident reports are followed up with appropriate personnel where necessary.
5Place new tenant in property.
- 5.1 New tenants areplaced in rental property in line with agency practice and legislative requirements.5.2 Pre and post-tenancy reports are accurately produced according to agency practice and legislative requirements.
6Record tenant and landlord transactions on agency database.
- 6.1 Verified transactions are accurately recorded on agency database in line with agency practice.6.2 Records of tenant and landlord information are regularly updated to ensure reliable records are kept in line with agency practice.
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.
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.
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.
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.
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| C5187 | PRDRE37A | Perform and record property management activities and transactions | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| W971 | CPP30211 | Certificate III in Property Services (Agency) | Qualification |