RPL Application WA Real Estate Property Management Program

 
RPL Application
WA Real Estate Property Management
Program
About Recognition of Prior Learning (RPL)

RPL acknowledges that often people will have developed skills from on the job learning, other courses and life experiences.
Where such ‘prior learning’ matches those competencies required for a specific qualification it is the role of a Registered
Training Organisation (RTO) to assess candidates and award a Statement of Attainment or Qualification based on assessment
of this Prior Learning application. This process starts with self assessment by you of your possible competence using this form
and checklist. When this form is completed & evidence supplied it is assessed. An interview will usually be required to finalise
your exemptions. The Points for Discussion section outlined for each unit in this application provides you with an indication of
what may be covered during the interview process. You may also be asked to perform a workplace project or task to establish
your competence

In order to obtain RPL with Kaplan Professional, you will need to complete and submit this document to us ensuring you have
completed the following:

     •      Ticked the box at the top of each page confirming that you wish to apply for RPL for that specific unit.
     •      Supplied all General Evidence required from the Evidence Checklist
     •      Completed and signed the declaration.
     •      Completed payment form on the following page
Please Note: Kaplan Professional will not process your application until all the above information has been completed and
provided.

General Evidence, refer to checklist, required will include:

     •      A brief CV/Resume outlining your working life (include non real estate related roles)
     •      Letters from past or current employers/supervisors/colleagues with job description or duties if possible
     •      Transcript of results (copies to be certified by a Justice of the Peace)/copies of certificate(s) gained from courses
            attended (included in-house). Also evidence of attendance at any company or real estate training courses, seminars
            or conferences together with details of content.
     •      Samples of your work (brochures, appraisal letters, listings, sales, leases, letters to & from clients, allied
            professionals, hard copy of your details as shown on office web site, etc). Must contain your name or be attested as
            your work by your supervisor or accountant/solicitor.
     •      Client and customer references.

Please Note: The supply of suggested evidence with this application will make the process both easier and quicker for you, this
includes less time involved in the interview process itself. A transcript of results, from an RTO, showing the unit number gives
advanced standing which is an automatic transfer of credit for these units. Within each unit is a further list of suggested
evidence to help you establish your competence and gain exemption.

Please return completed form including supporting evidence and documentation to:

Kaplan Professional
GPO Box 9995
Sydney NSW 2001

RPL Application WA Property Management Program                1                       100915V12
Recognition of Prior Learning costs.
Application fee                                                                                               $150
(non refundable)
Course Fee’s                                                                                                  $665

All of your evidence will need to be submitted together. Once your evidence has been
assessed if then you would like to apply for further exemptions you will be required to
pay $89 per unit

Note: You have 6 months from payment of your application fee to submit all evidence for assessment. If you do not submit
within 6 months you will be required to make a new application and pay appropriate fees.
The price quoted is valid till 31 December 2010.

Amount Payable (including GST): $
By Cheque or Money Order
     Cheque / Money Order made payable to Kaplan Professional – ABN 54 089 002 371
By Credit Card
     MasterCard               Visa         American Express*
*Payment by American Express will incur a 2.5% surcharge                      Total: $________________________________

Card Number:                           -                    -                    -
Expiry Date:              /
                                                       Name of Cardholder:________________________________

                                                                       Signature:________________________________

Please do not email credit card details.
Mail to Kaplan Professional, Real Estate, GPO Box 9995, Sydney NSW 2001
Fax to 02 9908 0250                             Enquiries 1300 798 006                           Email realestate@kaplan.edu.au

Declaration
I hereby declare:

     •    the information contained in this application is true and correct
     •    the documentation and evidence provided is my own
     •    I hold a copy of this application in its entirety including supporting documentation
     •    I have not sent any original documentation but I have sent certified copies of the originals
     •    I will not hold Kaplan responsible for any lost or damaged documentation provided by me
     •    I understand the material sent by me will not be returned.

First Name: __________________________________                    Surname: ____________________________________
D.O.B: ____________           Company:______________________________________________________________
Address: ___________________________________________________________________________________

Suburb: ___________________________________                     State: ___________         Postcode: ___________________
Work Phone: _________________               Mobile: __________________                  Fax: ___________________________

Email: ________________________________                     Signed _________________________             Date_____/_____/_____

RPL Application WA Property Management Program              2                        100915V12
Next Steps – (Once you have submitted your RPL Application for review)

    •   A qualified assessor will assess your application and contact you for an informal discussion and/or interview about
        your application. A result should be known within two weeks of the assessor receiving your evidence pack. (Please
        ensure you include this completed application form)
    •   Results will be either “competent” or “not yet competent”. You will receive a Statement of Attainment for all units for
        which competency has been achieved.
    •   You will be issued with a username and password for any unit you aren’t given an exemption in. You can either study
        these units online or in scheduled workshops. All assessments are to be submitted online

RPL Application WA Property Management Program           3                      100915V12
□   Yes, I wish to apply for RPL for this unit:

CPPDSM4007A Identify legal and ethical requirements of property management to complete
agency work
You must be able to demonstrate your understanding in the following elements of competency:
    •    Apply knowledge of property management
    •    Develop knowledge of property management process
    •    Handle moneys
    •    Identify roles and responsibilities of agency personnel in property management
    •    Use key register

Points for Discussion
    •    Demonstrate an ability to prepare appropriate contract documentation for commercial,
         residential or industrial leasing
    •    Demonstrate an understanding of legal and government requirements appropriate to the
         preparation of documents.
    •    Demonstrate knowledge of how to complete the documents accurately.
    •    Demonstrate an understanding that the advice given to client is accurate and complete.
    •    Demonstrate an ability to discuss the client’s rights, obligations and responsibilities when
         entering into a contract or lease.
    •    Explain the structure & roles of a property management department
    •    Explain the handling of money in relation to property management transactions
    •    Demonstrate an understanding of signing and witnessing documents in accordance with legal
         requirements.
    •    Demonstrate an understanding of the relevant processes and searches.
    •    Demonstrate an understanding of the importance of the required timeframes in executing
         documents by all parities.
    •    Demonstrate documentation is adapted or drafted to meet the client’s needs.
    •    Demonstrate an understanding of the importance of the required timeframes in executing
         documents by all parities
    •    Explain key handling process & register

Suggested Evidence (if supplied please tick)
NOTE: General evidence must be provided. The evidence listed below is optional
Must be identified &/or confirmed as being produced or developed by you
□ A property management job description or profile for your job or produced by you
□ Examples of property management procedures relevant to the unit elements such as handling
money & key register
□ Copies of any required documents prepared with your name on them or with corroboration by
supervisor that they were prepared by you.

Assessor’s Comments

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RPL Application WA Property Management Program    4             100915V12
□   Yes, I wish to apply for RPL for this unit:

CPPDSM4010A Lease property
You must be able to demonstrate your understanding in the following elements of competency:

    •    Screen tenant enquiries
    •    Undertake property inspection
    •    Obtain and review tenancy applications
    •    Complete tenancy documentation and place tenant in property
    •    Record tenancy arrangements

Points for Discussion

    •    Essential questions to ask a rental customer when qualifying to find suitable properties.
    •    An understanding of key requirements and motivating factors when selecting rental properties
         in your area.
    •    The relationship between market demand, vacancy factors and the type of tenants a property
         will attract.
    •    Legislation that impacts on tenancies including residential, retail, commercial, discrimination &
         privacy.
    •    State government entities and how they impact on transactions
    •    Procedures for conducting inspections with rental customers including rental open for
         inspections.
    •    Essential information required for tenancy applications.
    •    How to check references and objectively ascertain suitability of rental customers to a property
         and the client’s rental instructions.
    •    Requirements for maintaining a rental database

Suggested Evidence (if supplied please tick)
NOTE: General evidence must be provided. The evidence listed below is optional
Must be identified &/or confirmed as being produced or developed by you
□ Copy of a completed tenancy application form that you have processed.
□ Copy of evidence of conducting a property inspection to a prospective lessee. You must include a
completed enquiry sheet, diary entry and or palm card.
□ Copy of a completed checklist that you have used to process a tenancy application.
□ A print out from your agency database providing evidence relating to a tenancy. You must provide
evidence of the following: duration of lease, amount of rent paid, bond lodgment number, date of first
routine inspection, any special conditions and a diary entry for lease renewal

Assessor’s Comments

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RPL Application WA Property Management Program    5               100915V12
□   Yes, I wish to apply for RPL for this unit:

CPPDSM4011A List property for lease
You must be able to demonstrate your understanding in the following elements of competency:

    •    Promote agency’s property management services
    •    Establish client requirements
    •    Plan property listing presentation
    •    Deliver property listing presentation.
    •    Finalise property listing
    •    Record and act on instructions

Points for Discussion

    •    The underpinning law of agency and an agent’s duty of care to the client, including conflict of
         interest and beneficial interest.
    •    How to prepare for a listing presentation.
    •    The essential workings of a pre-listing or listing kit and how to develop a pre-listing strategy.
    •    Questions required establishing client requirements
    •    Ability to conduct and interpret a title search.
    •    Ability to research market conditions and prepare a competitive market analysis.
    •    The protocol of conducting a listing inspection.
    •    Essential information required when completing a listing inspection report.
    •    The essential elements/steps to be covered when conducting a listing presentation to a client.
    •    An ability to discuss a range of marketing options with the client and provide advertising and
         promotion options to the client.
    •    The legal requirements relating to the payment of agency fees and commissions.
    •    The legal requirements for a valid and enforceable appointment to act, including statutory
         limitations on terms of appointment and ethical behaviour when listing
    •    The system employed for recording & acting on client instructions

Suggested Evidence (if supplied please tick)
NOTE: General evidence must be provided. The evidence listed below is optional
Must be identified &/or confirmed as being produced or developed by you
□ Samples from your pre-listing or listing kit and/or presentation folder.
□ An example of a title search or a general property search.
□ Evidence of market research and price analysis in the form of a CMA.
□ Evidence of marketing options to be offered to the client.
□ A copy of a completed property management agreement that you have recently completed.
□ A completed listing inspection report
Assessor’s Comments

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RPL Application WA Property Management Program    6                100915V12
□   Yes, I wish to apply for RPL for this unit:

CPPDSM4013A Market property for lease
You must be able to demonstrate your understanding in the following elements of competency:

    •    Develop marketing plan for property
    •    Check marketing materials
    •    Implement marketing activities
    •    Review and report on marketing activities and plan.

Points for Discussion

    •    The range of advertising and marketing options available for promoting properties that you are
         renting on behalf of a client.
    •    A full understanding of the primary target markets for rental in your area of operation.
    •    Discuss the essential elements of correct presentation and pricing strategies and how they
         impact on the marketing of real estate.
    •    An understanding of the concept of customer cycles as they impact on demand for real estate
         and the timing of marketing campaigns.
    •    You should be able to show evidence of the prime rental time in your area.
    •    Discuss how a marketing campaign is formulated and why certain marketing options are used
         for specific properties.
    •    Discuss how you arrive at a marketing budget with the client and how you overcome
         objections to client investment in marketing.
    •    Discuss how enquiry is monitored and reviewed. You should be able to discuss circumstances
         where a marketing campaign has been reviewed and the marketing campaign adjusted with
         the client’s authority.
    •    Discuss and demonstrate the process for creating an advertisement, including digital
         photography, formats, proofing copy with the clients and placement of the advertisement.
    •    Provide a clear understanding of what constitutes misleading advertising or advertising that
         may be deemed to be making false impressions or representations

Suggested Evidence (if supplied please tick)
NOTE: General evidence must be provided. The evidence listed below is optional
Must be identified &/or confirmed as being produced or developed by you
□ Copy of a marketing plan prepared for a client
□ Copy of a marketing schedule and costs.
□ An example of a typical marketing campaign, including evidence of advertisements, brochures,
photos of signage, editorials etc

Assessor’s Comments

_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________

RPL Application WA Property Management Program    7             100915V12
□   Yes, I wish to apply for RPL for this unit:

CPPDSM4016A Monitor and manage lease or tenancy agreement
You must be able to demonstrate your understanding in the following elements of competency:

    •    Implement conditions of lease or tenancy agreement
    •    Respond to enquiries from tenants and landlords
    •    Plan for renewal of leases and tenancy agreements
    •    Manage renewals of leases and tenancy agreements
    •    Manage termination of lease or tenancy agreement on behalf of landlord
    •    Respond to termination of lease or tenancy agreement initiated by tenant

Points for Discussion

    •    Demonstrate an awareness of tenancy agreement terms & conditions
    •    Demonstrate an ability to handle landlord & tenant enquiries
    •    Explain your policy and procedures for the inspection of rented properties. Your explanation
         should include entry and exit reports (premises condition reports) and periodic inspection
         reports on properties under management.
    •    Discuss your selection criteria for the appointment of trades people and consultants for repairs
         and maintenance.
    •    Demonstrate an understanding of the different types of tenancy agreements and their expiry
         terms.
    •    Discuss the process for renewing a tenancy agreement and statutory notice periods.
    •    Demonstrate a clear understanding of the legal rights of both landlords and tenants during a
         residential tenancy.
    •    Discuss the processes for issuing a breach notice and the required statutory time frames.
    •    The procedures for the termination of a tenancy ‘without grounds’ and the required documents
         and time frames.
    •    The procedures for termination of a tenancy ‘with grounds’ and the required documents and
         time frames.
    •    The process for conducting a final inspection and the requirements for bond refunds on a
         rental property.
    •    Demonstrate an understanding of the procedures for the abandonment of property and
         abandoned goods

Suggested Evidence (if supplied please tick)
NOTE: General evidence must be provided. The evidence listed below is optional
Must be identified &/or confirmed as being produced or developed by you
□ A copy of a completed checklist you would use when conducting a property inspection.
□ A copy of a contractor appointment form you have completed.
□ A copy of the process undertaken by you when renewing a fixed term lease.
□ A copy of any notice to a tenant you have issued.
□ A copy of the process you have undertaken when a lessee is in arrears with their rent, including the
appropriate forms and letters used

Assessor’s Comments

_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________

RPL Application WA Property Management Program    8               100915V12
□   Yes, I wish to apply for RPL for this unit:

CPPDSM4080A Work in the real estate industry
You must be able to demonstrate your understanding in the following elements of competency:

    •    Develop knowledge of estate agency operations
    •    Interpret and comply with legislative and agency requirements
    •    Model ethical practice
    •    Identify industry employment requirements

Points for Discussion

    •    Your understanding of agency operations
    •    General knowledge of legislation including the legislative authority & the acts that regulate
         how the agency operates
    •    Industry ethics & what they mean
    •    Employment agreements including statutory terms & conditions

Suggested Evidence (if supplied please tick)
NOTE: General evidence must be provided. The evidence listed below is optional
Must be identified &/or confirmed as being produced or developed by you
□ Evidence of knowledge of legislator’s role & legislation through training undertaken or seminars
attended
□ Copies of employment agreement for your job or prepared by you
□ Evidence of any exposure through business to ethical practices or business legislation such as
Trade Practices, Fair Trading, Privacy, Discrimination etc

Assessor’s Comments

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RPL Application WA Property Management Program    9                100915V12
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RPL Application WA Property Management Program   10     100915V12
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