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Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based qualifications

Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

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Page 1: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

Specification

Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF)

Issue 2

For first registration April 2011

Edexcel competence-based qualifications

Page 2: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

Edexcel, a Pearson company, is the UK’s largest awarding organisation offering vocational and academic qualifications and testing, to employers, training providers, colleges, schools, and other places of learning in the UK, and in over 85 countries worldwide.

Our specialist suite of qualifications include NVQs, Apprenticeships, WorkSkills, Functional Skills, Foundation Learning, as well as our exclusive range of BTECs, from entry level right through to Higher National Diplomas.

This specification is Issue 2. Key changes are sidelined. We will inform centres of any changes to this issue. The latest issue can be found on the Edexcel website: www.edexcel.com

References to third party material made in this specification are made in good faith. Edexcel does not endorse, approve or accept responsibility for the content of materials, which may be subject to change, or any opinions expressed therein. (Material may include textbooks, journals, magazines and other publications and websites.)

Authorised by Roger Beard Prepared by Thomas Gudgeon

Publications Code N027079

All the material in this publication is copyright © Edexcel Limited 2011

Page 3: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

Contents

Qualification titles covered by this specification 1

Key features of the Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) 3

What is the purpose of this qualification? 3

Who is this qualification for? 3

What are the benefits of these qualifications to the learner and employer? 3

What are the potential job roles for those working towards these qualifications? 3

What progression opportunities are available to learners who achieve these qualifications? 4

What is the qualification structure for the Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF)? 5

How are the qualifications graded and assessed? 7

Assessment principles 7

Types of evidence 8

Centre recognition and approval 9

Centre recognition 9

Approvals agreement 9

Quality assurance 9

What resources are required to deliver these qualifications? 9

Unit format 10

Units 11

Unit 1: Reduce Risks to Health and Safety in the Workplace 13

Unit 2: Maintain the Security of Individuals and Property in a Property Environment 17

Unit 3: Understanding Professional Conduct in a Property Environment 23

Unit 4: Understanding Legislation, Guidelines, Codes of Practice and Statutory Information in Residential Sales 25

Unit 5: Implement and Review Marketing Activities for the Sale of Properties 31

Unit 6: Match and Promote Properties to Individuals 39

Unit 7: Negotiate the sale of properties in England, Wales and Northern Ireland 45

Page 4: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

Unit 8: Monitor Changes and Assess their Impact in the Local Property Market 53

Unit 9: Undertaking Market Appraisals and Advising on the Presentation of Properties 59

Unit 10: Obtain Instructions and Agree Marketing Activities for Properties 67

Unit 11: Produce Marketing Materials for Individual Properties (Residential Sales) 75

Unit 12: Conduct Accompanied Visits Around Local Property Areas 81

Unit 13: Conduct Accompanied Visits Around Development Sites 89

Unit 14: Conduct Accompanied Viewings of Properties 97

Unit 15: Qualify Prospective Buyers of Property 103

Unit 16: Progress Sales of Residential Property 109

Unit 17: Progress the Part-exchange of Properties 117

Unit 18: Agree Specifications for New Properties with Buyers 123

Unit 19: Hand Over New Properties to Buyers 129

Unit 20: Provide After-sales Support to Buyers of Residential Property 135

Unit 21: Develop Marketing Materials for the Promotion of Residential Property Services 139

Unit 22: Employment Rights and Responsibilities in the Facilities Management, Housing and Property Sectors 147

Unit 23: Develop Yourself in the Job Role 151

Further information 155

Useful publications 155

How to obtain National Occupational Standards 155

Professional development and training 156

Annexe A: Progression pathways 157

The Edexcel qualification framework for the sale of residential property sector 157

Annexe B: Quality assurance 159

Key principles of quality assurance 159

Quality assurance processes 159

Annexe C: Centre certification and registration 161

What are the access arrangements and special considerations for the qualifications in this specification? 161

Annexe D: Assessment principles 163

Page 5: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

1

Qual

ific

atio

n t

itle

s co

vere

d b

y th

is s

pec

ific

atio

n

This

spec

ific

atio

n g

ives

you t

he

info

rmation y

ou n

eed t

o o

ffer

the

Edex

cel Le

vel 3 D

iplo

ma in P

roper

ty

(Sal

e of Res

iden

tial

Pro

per

ty)

(QCF)

:

Qu

alifi

cati

on

tit

le

Qu

alifi

cati

on

A

ccre

dit

ati

on

N

um

ber

(QA

N)

Acc

red

itati

on

st

art

date

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty (

Sal

e of

Res

iden

tial Pr

oper

ty)

(QCF)

600/1

285/7

01/0

4/1

1

This

qual

ific

atio

n h

as

bee

n a

ccre

dited

within

the

Qual

ific

ations

and C

redit F

ram

ework

(Q

CF)

and is

elig

ible

for

public

fundin

g a

s det

erm

ined

by

the

Dep

artm

ent

for

Educa

tion (

DfE

) under

Sec

tions

96 a

nd 9

7 o

f th

e Le

arnin

g a

nd S

kills

Act

2000.

The

qual

ific

atio

n t

itle

lis

ted a

bove

fea

ture

s in

the

fundin

g lis

ts p

ublis

hed

annual

ly b

y th

e D

fE a

nd t

he

regula

rly

updat

ed w

ebsi

te.

They

will

als

o a

ppea

r on t

he

Learn

ing A

ims

Dat

abase

(LA

D),

wher

e re

leva

nt.

You s

hould

use

the

QCF

Qualif

icat

ion A

ccre

ditat

ion N

um

ber

(Q

AN

), w

hen

you w

ish t

o s

eek

public

fundin

g for

your

learn

ers.

Each

unit w

ithin

a q

ualif

ication w

ill a

lso h

ave

a u

niq

ue

QC

F re

fere

nce

num

ber

, w

hic

h is

liste

d in t

his

spec

ific

atio

n.

The

QCF

qual

ific

atio

n t

itle

and u

nit r

efer

ence

num

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s w

ill a

ppea

r on t

he

lear

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s’ f

inal

cer

tifica

tion d

ocu

men

t. L

earn

ers

nee

d t

o

be

made

aw

are

of th

is w

hen

they

are

rec

ruited

by

the

centr

e an

d r

egis

tere

d w

ith E

dex

cel.

Page 6: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

2 Thes

e titles

rep

lace

the

follo

win

g q

ual

ific

atio

ns

from

01/0

4/2

011:

Qu

alifi

cati

on

tit

le

Qu

alifi

cati

on

A

ccre

dit

ati

on

N

um

ber

(QA

N)

Acc

red

itati

on

st

art

date

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty (

Sal

e of

Res

iden

tial Pr

oper

ty)

(QCF)

500/9

436/1

01/0

6/1

0

Page 7: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

3

Key features of the Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF)

These qualifications:

is nationally recognised

is based on the Sale of Residential Property National Occupational Standards (NOS). The NOS, assessment principles and qualification structure(s) are owned by Asset Skills.

The Edexcel Level 3 Diploma in Property (Sale of Residential Property) has been approved as required for the Sale of Residential Property Apprenticeship framework.

What is the purpose of this qualification?

This qualification has been designed for those working in the sale of residential property. It aims to provide a suitable qualification that will allow individuals to demonstrate their competence and understanding against a clear set of standards based on the needs of the industry.

Who is this qualification for?

This qualification is for all learners aged 16 and above who are capable of reaching the required standards.

Edexcel’s policy is that the qualifications should:

be free from any barriers that restrict access and progression

ensure equality of opportunity for all wishing to access the qualifications.

What are the benefits of these qualifications to the learner and employer?

This qualification requires individuals to demonstrate competence against National Occupational Standards (NOS) which are based on the needs of the sale of residential property industry as defined by Asset Skills, the Sector Skills Council. As such it contributes to the development of skilled labour in the sector. This qualification may contribute towards the competence element of an Apprenticeship.

What are the potential job roles for those working towards these qualifications?

estate agent

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N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

4

What progression opportunities are available to learners who achieve these qualifications?

This qualification makes up part of the apprenticeship framework for the sale of residential property. It supports and offers opportunities for progression to further related qualifications such as the Edexcel Level 3, 4 and 5 Management NVQs.

Further information is available in Annexe A.

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N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

5

What is the qualification structure for the Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF)?

Individual units can be found in the Units section. The QCF level and credit value are given on the first page of each unit.

Learners must achieve a minimum of 37 credits, 24 from group A and 13 from group B.

Apprentices must achieve a minimum of 41 credits, 24 from group A, 13 from group B and four from group C.

Units T/601/3146 and A/601/3147 from group C are a forbidden combination.

Core qualification

Group A

Unit 1: M/600/2775 – Reduce Risks to Health and Safety in the Workplace

Unit 2: J/601/2972 – Maintain the Security of Individuals and Property in a Property Environment

Unit 3: T/601/2949 – Understanding Professional Conduct in a Property Environment

Unit 4: A/601/2967 – Understanding Legislation, Guidelines, Codes of Practice and Statutory Information in Residential Sales

Unit 5: M/601/3145 – Implement and Review Marketing Activities for the Sale of Properties

Unit 6: Y/601/3110 – Match and Promote Properties to Individuals

Unit 7: F/601/3148 – Negotiate the sale of properties in England, Wales and Northern Ireland

Group B

Unit 8: J/601/3068 – Monitor Changes and Assess their Impact in the Local Property Market

Unit 9: J/601/3071 – Undertaking Market Appraisals and Advising on the Presentation of Properties

Unit 10: Y/601/3107 – Obtain Instructions and Agree Marketing Activities for Properties

Unit 11: H/601/3109 – Produce Marketing Materials for Individual Properties (Residential Sales)

Unit 12: T/601/3146 – Conduct Accompanied Visits Around Local Property Areas Barred unit: A/601/3147 – Conduct Accompanied Visits Around Development Sites.

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N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

6

Unit 13: A/601/3147 – Conduct Accompanied Visits Around Development Sites Barred unit: T/601/3146 – Conduct Accompanied Visits Around Local Property Areas.

Unit 14: J/601/3121 – Conduct Accompanied Viewings of Properties

Unit 15: L/601/3153 – Qualify Prospective Buyers of Property

Unit 16: Y/601/3155 – Progress Sales of Residential Property

Unit 17: H/601/3160 – Progress the Part-exchange of Properties

Unit 18: K/601/3161 – Agree Specifications for New Properties with Buyers

Unit 19: J/601/3166 – Hand Over New Properties to Buyers

Unit 20: H/601/3174 – Provide After-sales Support to Buyers of Residential Property

Unit 21: M/601/3212 – Develop Marketing Materials for the Promotion of Residential Property Services

Additional units for apprentices

Group C

Unit 22: A/502/7524 – Employment rights and responsibilities in the Facilities Management. Housing and Property Sector

Unit 23: R/600/6351 – Develop Yourself in the Job Role

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N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

7

How are the qualifications graded and assessed?

The overall grade for each qualification is a ‘pass’. The learner must achieve all the required units within the specified qualification structure.

To pass a unit the learner must:

achieve all the specified learning outcomes

satisfy all the assessment criteria by providing sufficient and valid evidence for each criterion

show that the evidence is their own.

The qualifications are designed to be assessed:

in the workplace or

in conditions resembling the workplace, as specified in the assessment principles for the sector, or

as part of a training programme.

Assessment principles

The assessment principles for this qualification have been included in Annexe D. They have been developed by Asset Skills in partnership with employers, training providers, awarding organisations and the regulatory authorities. The assessment principles includes details on:

criteria for defining realistic working environments

roles and occupational competence of assessors, expert witnesses, internal verifiers and standards verifiers

quality control of assessment

evidence requirements.

Evidence of competence may come from:

current practice where evidence is generated from a current job role

a programme of development where evidence comes from assessment opportunities built into a learning/training programme whether at or away from the workplace

the Recognition of Prior Learning (RPL) where a learner can demonstrate that they can meet the assessment criteria within a unit through knowledge, understanding or skills they already possess without undertaking a course of learning. They must submit sufficient, reliable and valid evidence for internal and standards verification purposes. RPL is acceptable for accrediting a unit, several units or a whole qualification

a combination of these.

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N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

8

It is important that the evidence is:

Valid relevant to the standards for which competence is claimed

Authentic produced by the learner

Current sufficiently recent to create confidence that the same skill, understanding or knowledge persist at the time of the claim

Reliable indicates that the learner can consistently perform at this level

Sufficient fully meets the requirements of the standards.

Types of evidence

To successfully achieve a unit the learner must gather evidence which shows that they have met the required standard in the assessment criteria. Evidence can take a variety of different forms including the following examples:

direct observation of the learner’s performance by their assessor

outcomes from oral or written questioning

products of the learner’s work

personal statements and/or reflective accounts

outcomes from simulation, where permitted by the assessment principles

professional discussion

assignment, project/case studies

authentic statements/witness testimony

expert witness testimony

reflective accounts

evidence of Recognition of Prior Learning.

Learners can use one piece of evidence to prove their knowledge, skills and understanding across different assessment criteria and/or across different units. It is, therefore, not necessary for learners to have each assessment criterion assessed separately. Learners should be encouraged to reference the assessment criteria to which the evidence relates.

Evidence must be made available to the assessor, internal verifier and Edexcel standards verifier. A range of recording documents is available on the Edexcel website www.edexcel.com. Alternatively, centres may develop their own.

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N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

9

Centre recognition and approval

Centre recognition

Centres that have not previously offered Edexcel qualifications need to apply for and be granted centre recognition as part of the process for approval to offer individual qualifications. New centres must complete both a centre recognition approval application and a qualification approval application.

Existing centres will be given ‘automatic approval’ for a new qualification if they are already approved for a qualification that is being replaced by the new qualification and the conditions for automatic approval are met. Centres already holding Edexcel approval are able to gain qualification approval for a different level or different sector via Edexcel online.

Approvals agreement

All centres are required to enter into an approvals agreement which is a formal commitment by the head or principal of a centre to meet all the requirements of the specification and any linked codes or regulations. Edexcel will act to protect the integrity of the awarding of qualifications, if centres do not comply with the agreement. This could result in the suspension of certification or withdrawal of approval.

Quality assurance

Detailed information on Edexcel’s quality assurance processes is given in Annexe B.

What resources are required to deliver these qualifications?

This qualification is designed to support learners working in the sale of residential property sector. Physical resources need to support the delivery of the qualifications and the assessment of the learning outcomes and must be of industry standard. Centres must meet any specific resource requirements outlined in Annexe D: Assessment principles. Staff assessing the learner must meet the requirements within the overarching assessment principles for the sector.

Page 14: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

10

Unit format

Each unit in this specification contains the following sections.

Unit title:

Unit reference number:

QCF level:

Credit value:

Guided learning hours:

Unit summary:

Assessment requirements/evidence requirements:

Assessment methodology:

Learning outcomes:

Assessment criteria:

Evidence type:

Portfolio reference:

Date:

The unit title is accredited on the QCF and this form of words will appear on the learner’s Notification of Performance (NOP).

All units and qualifications within the QCF have a level assigned to them, which represents the level of achievement. There are nine levels of achievement, from Entry level to level 8. The level of the unit has been informed by the QCF level descriptors and, where appropriate, the NOS and/or other sector/professional.

All units have a credit value. The minimum credit value is one, and credits can only be awarded in whole numbers. Learners will be awarded credits when they achieve the unit.

A notional measure of the substance of a qualification. It includes an estimate of the time that might be allocated to direct teaching or instruction, together with other structured learning time, such as directed assignments, assessments on the job or supported individual study and practice. It excludes learner-initiated private study.

This provides a summary of the purpose of the unit.

The assessment/evidence requirements are determined by the SSC. Learners must provide evidence for each of the requirements stated in this section.

Learning outcomes state exactly what a learner should know, understand or be able to do as a result of completing a unit.

The assessment criteria of a unit specify the standard a learner is expected to meet to demonstrate that a learning outcome, or a set of learning outcomes, has been achieved.

Learners must reference the type of evidence they have and where it is available for quality assurance purposes. The learner can enter the relevant key and a reference. Alternatively, the learner and/or centre can devise their own referencing system.

This provides a summary of the assessment methodology to be used for the unit.

The learner should use this box to indicate where the evidence can be obtained eg portfolio page number.

The learner should give the date when the evidence has been provided.

This code is a unique reference number for the unit.

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N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

11

Units

Page 16: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

12

Page 17: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

13

Unit 1: Reduce Risks to Health and Safety in the Workplace

Unit reference number: M/600/2775

QCF level: 2

Credit value: 3

Guided learning hours: 25

Unit summary

This unit is about reducing risks to health and safety in the workplace. It is about appreciating significant risks in the workplace and knowing how to identify and deal with them.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 18: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

14

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Know

about

thei

r org

anis

atio

n’s

hea

lth a

nd

safe

ty p

roce

dure

s

1.1

D

escr

ibe

thei

r re

sponsi

bili

ties

and leg

al d

uties

for

hea

lth a

nd s

afe

ty in t

he

work

pla

ce

1.2

Id

entify

res

ponsi

bili

ties

and leg

al d

uties

for

hea

lth

and s

afe

ty s

pec

ific

to t

hei

r ow

n job r

ole

1.3

N

ame

and loca

te t

he

per

son r

esponsi

ble

for

hea

lth

and s

afe

ty in t

hei

r ar

ea o

f w

ork

1.4

D

escr

ibe

wher

e an

d w

hen

to g

et a

dditio

nal

hea

lth

and s

afe

ty a

ssis

tance

1.5

G

ive

reaso

ns

why

it is

import

ant

to follo

w

man

ufa

cture

rs’ in

stru

ctio

ns

for

the

safe

use

of

equip

men

t m

ater

ials

and p

roduct

s

2

Know

how

to iden

tify

the

haz

ards

in t

he

work

pla

ce

2.1

D

efin

e th

e te

rm ‘haz

ard

2.2

G

ive

exam

ple

s of haz

ards

whic

h c

ould

exi

st in t

he

work

pla

ce a

nd t

he

safe

work

ing p

ract

ices

whic

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should

be

follo

wed

and iden

tify

those

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to

thei

r ow

n job r

ole

2.3

G

ive

reas

ons

why

it is

import

ant

to r

emai

n a

lert

to

the

pre

sence

of haza

rds

in t

he

whole

work

pla

ce

2.4

D

escr

ibe

why

per

sonal

pre

senta

tion a

nd b

ehav

iour

is im

port

ant

in m

ainta

inin

g h

ealth a

nd s

afe

ty in t

he

work

pla

ce

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N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

15

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Know

how

to e

valu

ate

risk

s in

the

work

pla

ce

3.1

D

efin

e th

e te

rm ‘risk

3.2

G

ive

reaso

ns

why

they

should

dea

l w

ith o

r re

port

risk

s

3.3

D

escr

ibe

pro

cedure

s fo

r re

port

ing r

isks

whic

h t

hey

ar

e unab

le t

o d

eal w

ith

3.4

D

escr

ibe

the

risk

s to

the

envi

ronm

ent

whic

h m

ay

be

pre

sent

in t

he

work

pla

ce a

nd y

our

ow

n job

4

Be

able

to iden

tify

the

haz

ards

and r

isks

in t

he

work

pla

ce

4.1

Sel

ect

the

work

pla

ce inst

ruct

ions

are

rele

vant

to

the

job

4.2

Id

entify

asp

ects

of

the

work

pla

ce w

hic

h c

ould

pose

a

dan

ger

to t

hem

selv

es o

r oth

ers

4.3

G

ive

exam

ple

s of w

ork

ing p

ract

ices

in t

he

job w

hic

h

could

pose

a d

anger

to p

eople

in t

he

work

pla

ce

4.4

Ass

ess

whic

h a

spec

ts o

f th

e w

ork

pla

ce a

nd w

ork

ing

pra

ctic

es p

ose

the

hig

hes

t risk

and r

eport

them

to

the

rele

vant

per

son

4.5

D

eal w

ith h

azar

ds

in a

ccord

ance

with inst

ruct

ions

and leg

al r

equirem

ents

Page 20: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

16

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5

Be

able

to r

educe

the

risk

s to

hea

lth a

nd s

afe

ty in t

he

work

pla

ce

5.1

Pe

rform

duties

in a

ccord

ance

with w

ork

pla

ce

inst

ruct

ions,

man

ufa

cture

rs inst

ruct

ions

and leg

al

requirem

ents

5.2

U

se e

quip

men

t m

ater

ials

and p

roduct

s sa

fely

and in

acco

rdan

ce w

ith inst

ruct

ions

5.3

U

se r

elev

ant

equip

men

t to

contr

ol risk

s to

hea

lth

and s

afe

ty

5.4

M

ake

sugges

tions

on h

ow

to R

educe

Ris

ks t

o H

ealth

and S

afe

ty in t

he

Work

pla

ce t

o t

he

rele

vant

per

son

5.5

D

escr

ibe

any

diffe

rence

s bet

wee

n w

ork

pla

ce

inst

ruct

ions

and m

anufa

cture

r’s

inst

ruct

ions

and

report

thes

e to

the

rele

vant

per

son

5.6

D

escr

ibe

how

your

per

sonal pre

senta

tion a

nd

beh

avio

ur

at w

ork

could

cau

se r

isks

to t

he

hea

lth

and s

afe

ty o

f him

/her

self a

nd o

ther

s

Lear

ner

nam

e:________________________________________

Dat

e:___________________________

Lear

ner

sig

nat

ure

:_____________________________________

Dat

e:___________________________

Ass

esso

r si

gnat

ure

:____________________________________

Dat

e:___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

______________________________

(if

sam

ple

d)

Dat

e:___________________________

Page 21: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

17

Unit 2: Maintain the Security of Individuals and Property in a Property Environment

Unit reference number: J/601/2972

QCF level: 2

Credit value: 2

Guided learning hours: 6

Unit summary

This unit is about contributing to the maintenance of the security of yourself, colleagues, customers and property, covering both personal property and properties available through the organisation. It includes identifying possible risks to security and applying appropriate security procedures at all times both in the office and when offsite at properties.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 22: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

18

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Know

how

to m

ain

tain

the

secu

rity

of

self a

nd o

ther

s 1.1

st

ate

the

mai

n t

ypes

of

risk

:

within

the

work

ing e

nvi

ronm

ent

when

vis

itin

g p

roper

ties

and d

evel

opm

ent

site

s w

hic

h m

ay a

ffec

t:

self

colle

agues

oth

ers

1.2

des

crib

e th

e org

anis

ational

pro

cedure

s fo

r m

inim

isin

g t

he

risk

s to

indiv

idual

s

1.3

st

ate

the

import

ance

of

monitori

ng t

he

wher

eabouts

of

colle

agues

1.4

des

crib

e w

hat

const

itute

s:

unex

pec

ted c

ircu

mst

ance

s

abse

nce

s

dep

artu

res

from

agre

ed s

ched

ule

s

1.5

des

crib

e th

e pro

cedure

s w

hic

h s

hould

be

follo

wed

in

the

even

t of an

em

ergen

cy

Page 23: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

19

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

know

how

to m

ain

tain

the

secu

rity

of

info

rmat

ion

about

indiv

idual

s

2.1

des

crib

e th

e org

anis

ational

pro

cedure

s fo

r th

e se

curity

of

info

rmat

ion

2.2

giv

e ex

am

ple

s of ty

pes

of

info

rmat

ion w

hic

h m

ay

be

sensi

tive

2.3

st

ate

who is

entitled

to r

ecei

ve d

iffe

rent

types

of

info

rmat

ion a

bout

indiv

idual

s

2.4

des

crib

e th

e org

anis

ational

pro

cedure

s fo

r dis

posi

ng

of in

form

atio

n r

elat

ing t

o indiv

idual

s an

d p

roper

ty

that

is

no longer

req

uired

3

Know

how

to m

ain

tain

the

secu

rity

of

pro

per

ty

3.1

st

ate

the

mai

n t

ypes

of

risk

to:

per

sonal

pro

per

ty

resi

den

tial pro

per

ties

3.2

des

crib

e th

e ac

tions

and o

rgan

isat

ional

pro

cedure

s ap

pro

priat

e to

min

imis

ing t

he

risk

s to

:

per

sonal

pro

per

ty

resi

den

tial pro

per

ties

3.3

des

crib

e th

e org

anis

ational

pro

cedure

s fo

r th

e se

curi

ty a

nd loggin

g o

f ke

ys a

nd a

cces

s co

des

for

pro

per

ties

3.4

des

crib

e th

e org

anis

ational

pro

cedure

s an

d s

ecurity

ar

rangem

ents

for

the

han

dlin

g o

f ca

sh a

nd c

heq

ue

pay

men

ts

Page 24: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

20

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Be

able

to m

ainta

in t

he

secu

rity

of

self a

nd o

ther

s 4.1

id

entify

ris

ks:

within

the

work

ing e

nvi

ronm

ent

when

vis

itin

g p

roper

ties

and d

evel

opm

ent

site

s

w

hic

h m

ay a

ffec

t:

self

colle

agues

oth

ers

4.2

ap

ply

rel

evan

t se

curity

pro

cedure

s an

d g

uid

elin

es

for

addre

ssin

g r

isks

to:

self

colle

agues

oth

ers

4.3

pro

vide

clea

r an

d a

ccura

te info

rmat

ion t

o r

elev

ant

colle

agues

reg

ardin

g o

wn t

rave

lling a

rran

gem

ents

an

d s

ched

ule

s w

hen

vis

itin

g p

roper

ties

and s

ites

4.4

fo

llow

the

org

anis

atio

nal

pro

cedure

s fo

r m

onitoring

the

wher

eabouts

of co

lleag

ues

4.5

re

spond a

ppro

priat

ely

to a

ny

unex

pec

ted

circ

um

stan

ces,

abse

nce

s an

d d

epar

ture

s fr

om

ag

reed

sch

edule

s

4.6

fo

llow

org

anis

atio

nal pro

cedure

s in

the

even

t of

an

emer

gen

cy

Page 25: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

21

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5

be

able

to m

ainta

in t

he

secu

rity

of

pro

per

ty,

per

sonal

bel

ongin

gs

and info

rmat

ion

5.1

id

entify

the

secu

rity

ris

ks a

ffec

ting:

pro

per

ties

per

sonal

bel

ongin

gs

5.2

ap

ply

the

rele

vant

secu

rity

pro

cedure

s an

d

guid

elin

es f

or

pro

tect

ing:

pro

per

ties

per

sonal

bel

ongin

gs

valu

able

s

money

keys

and a

cces

s co

des

5.3

fo

llow

org

anis

atio

nal

pro

cedure

s fo

r re

port

ing a

ny

secu

rity

equip

men

t w

hic

h is

not

funct

ionin

g

pro

per

ly

5.4

fo

llow

org

anis

atio

nal

pro

cedure

s fo

r th

e se

curity

of

info

rmat

ion incl

udin

g t

he

dis

posa

l of in

form

atio

n

whic

h is

no longer

req

uired

Lear

ner

nam

e:________________________________________

Dat

e:___________________________

Lear

ner

sig

nat

ure

:_____________________________________

Dat

e:___________________________

Ass

esso

r si

gnat

ure

:____________________________________

Dat

e:___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

______________________________

(if

sam

ple

d)

Dat

e:___________________________

Page 26: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

22

Page 27: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

23

Unit 3: Understanding Professional Conduct in a Property Environment

Unit reference number: T/601/2949

QCF level: 2

Credit value: 1

Guided learning hours: 2

Unit summary

This unit is about presenting a professional image when working in a property environment. It includes providing information in a way which promotes understanding.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 28: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

24

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

under

stan

d h

ow

to

pre

sent

a p

osi

tive

im

age

in a

pro

per

ty e

nvi

ronm

ent

1.1

des

crib

e th

e st

andar

ds

of ap

pea

rance

and c

onduct

w

hic

h s

hould

be

main

tain

ed in a

pro

per

ty

envi

ronm

ent

1.2

ex

pla

in w

hy

it is

import

ant

to m

ainta

in s

tandar

ds

of

appea

rance

and c

onduct

in a

pro

per

ty e

nvi

ronm

ent

2

under

stan

d t

he

import

ance

of

com

munic

atin

g

info

rmat

ion c

lear

ly

2.1

ex

pla

in w

hy

it is

import

ant

to e

xpla

in t

echnic

al

term

s an

d a

bbre

viat

ions

when

pro

vidin

g

info

rmat

ion

2.2

ex

pla

in w

hy

it is

import

ant

to a

void

jar

gon w

hen

pro

vidin

g info

rmation

2.3

ex

pla

in t

he

import

ance

of ch

ecki

ng t

hat

the

reci

pie

nt

has

under

stood t

he

info

rmat

ion g

iven

Lear

ner

nam

e:________________________________________

Dat

e:___________________________

Lear

ner

sig

nat

ure

:_____________________________________

Dat

e:___________________________

Ass

esso

r si

gnat

ure

:____________________________________

Dat

e:___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

______________________________

(if

sam

ple

d)

Dat

e:___________________________

Page 29: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

25

Unit 4: Understanding Legislation, Guidelines, Codes of Practice and Statutory Information in Residential Sales

Unit reference number: A/601/2967

QCF level: 3

Credit value: 6

Guided learning hours: 24

Unit summary

This unit is about the legislation, guidelines, codes of practice and statutory information requirements which need to be adhered to in a residential sales environment.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 30: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

26

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Lear

nin

g o

utc

om

es

Ass

essm

ent

criter

ia

Evi

den

ce

type

Port

folio

re

fere

nce

D

ate

1

Under

stan

d leg

isla

tion,

guid

elin

es a

nd c

odes

of

pra

ctic

e in

res

iden

tial

sale

s

1.1

lis

t th

e:

legis

lation

guid

elin

es

codes

of

pra

ctic

e

rele

vant

to t

he:

secu

rity

of

indiv

iduals

secu

rity

of

pro

per

ty

pro

vidin

g info

rmation t

o b

uye

rs a

nd s

elle

rs

pro

duct

ion o

f m

arke

ting m

ater

ials

for

resi

den

tial

pro

per

ties

for

sale

erec

tion o

f boar

ds

org

anis

ing m

arke

t ap

pra

isals

under

taki

ng m

arke

t appra

isal

s

advi

sing s

elle

rs o

n t

he

pre

senta

tion o

f pro

per

ties

obta

inin

g inst

ruct

ions

agre

eing m

arke

ting a

ctiv

itie

s

imple

men

tation o

f m

arke

ting a

ctiv

itie

s

conta

ctin

g p

rosp

ective

buye

rs a

nd s

elle

rs

des

crib

ing p

roper

ties

Page 31: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

27

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

ar

rangin

g a

nd c

onduct

ing v

isits

of pro

per

ty

area

s

org

anis

ing v

iew

ings

of pro

per

ties

pro

gre

ssin

g v

iew

ings

of pro

per

ties

conduct

ing v

iew

ings

of pro

per

ties

for

sale

qual

ifyi

ng p

rosp

ective

buye

rs

pro

gre

ssin

g r

esid

ential

sale

s

money

lau

nder

ing

pro

visi

on o

f af

ter-

sale

s se

rvic

e

1.2

ex

pla

in h

ow

leg

isla

tion,

guid

elin

es a

nd c

odes

of

pra

ctic

e im

pac

t on:

secu

rity

of

indiv

iduals

secu

rity

of

pro

per

ty

pro

vidin

g info

rmation t

o b

uye

rs a

nd s

elle

rs

pro

duct

ion o

f m

arke

ting m

ater

ials

for

resi

den

tial

pro

per

ties

for

sale

erec

tion o

f boar

ds

org

anis

ing m

arke

t ap

pra

isals

under

taki

ng m

arke

t appra

isal

s

advi

sing s

elle

rs o

n t

he

pre

senta

tion o

f pro

per

ties

Page 32: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

28

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

obta

inin

g inst

ruct

ions

agre

eing m

arke

ting a

ctiv

itie

s

imple

men

tation o

f m

arke

ting a

ctiv

itie

s

conta

ctin

g p

rosp

ective

buye

rs a

nd s

elle

rs

des

crib

ing p

roper

ties

arra

ngin

g a

nd c

onduct

ing v

isits

of pro

per

ty

area

s

org

anis

ing v

iew

ings

of pro

per

ties

pro

gre

ssin

g v

iew

ings

of pro

per

ties

conduct

ing v

iew

ings

of pro

per

ties

for

sale

qual

ifyi

ng p

rosp

ective

buye

rs

pro

gre

ssin

g r

esid

ential

sale

s

money

lau

nder

ing

pro

visi

on o

f af

ter-

sale

s se

rvic

e

2

Under

stan

d s

tatu

tory

in

form

atio

n in r

esid

ential

sa

les

2.1

des

crib

e w

hy

it is

import

ant

to c

om

ply

with

stat

uto

ry info

rmation r

equirem

ents

for

pro

per

ties

fo

r sa

le

Page 33: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

29

Lear

ner

nam

e:________________________________________

Dat

e:___________________________

Lear

ner

sig

nat

ure

:_____________________________________

Dat

e:___________________________

Ass

esso

r si

gnat

ure

:____________________________________

Dat

e:___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

______________________________

(if

sam

ple

d)

Dat

e:___________________________

Page 34: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

30

Page 35: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

31

Unit 5: Implement and Review Marketing Activities for the Sale of Properties

Unit reference number: M/601/3145

QCF level: 3

Credit value: 4

Guided learning hours: 10

Unit summary

This unit is about implementing marketing activities for the sale of properties. It includes ensuring that the agreed marketing activities are actioned, and that the progress of activities is monitored and evaluated. It also includes recommending and making tactical changes in response to the outcomes arising.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 36: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

32

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d o

rganis

ational

pro

cedure

s and m

ethods

of im

ple

men

ting a

nd

revi

ewin

g m

arke

ting

activi

ties

1.1

lis

t th

e ra

nge

of

serv

ices

pro

vided

by

the

org

anis

atio

n r

elating t

o m

arke

ting a

ctiv

itie

s an

d

cost

str

uct

ure

s

1.2

ex

pla

in t

he

follo

win

g m

ethods

for

selli

ng p

roper

ty:

priva

te t

reat

y

auct

ion

tender

and s

eale

d b

ids

1.3

st

ate

the

adva

nta

ges

and d

isad

vanta

ges

of

diffe

rent

met

hods

for

selli

ng p

roper

ty

1.4

st

ate

the

mai

n t

ypes

of m

arke

ting a

ctiv

itie

s w

hic

h

may

be

use

d for

selli

ng r

esid

ential

pro

per

ty

1.5

st

ate

the

adva

nta

ges

and d

isad

vanta

ges

of

the

mai

n t

ypes

of m

arke

ting a

ctiv

itie

s fo

r re

siden

tial

pro

per

ty

1.6

lis

t th

e fa

ctors

that

should

be

consi

der

ed w

hen

se

lect

ing m

arke

ting a

ctiv

itie

s fo

r re

siden

tial

pro

per

ty

Page 37: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

33

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Under

stan

d h

ow

to

imple

men

t diffe

rent

mar

keting a

ctiv

itie

s

2.1

lis

t th

e m

ain

typ

es o

f buye

rs o

f re

siden

tial pro

per

ty

2.2

st

ate

why

cert

ain

mark

etin

g a

ctiv

itie

s m

ight

be

more

succ

essf

ul w

ith p

articu

lar

types

of

buye

rs

2.3

st

ate

the

typic

al c

ost

s an

d t

imes

cale

s fo

r th

e pro

duct

ion o

f diffe

rent

types

of

mar

keting m

ater

ials

fo

r re

siden

tial

pro

per

ties

for

sale

2.4

st

ate

the

impac

t th

at c

han

ges

to t

he

loca

l pro

per

ty

mar

ket

mig

ht

have

on m

arke

ting indiv

idual

pro

per

ties

2.5

st

ate

what

is

required

to im

ple

men

t m

arke

ting

activi

ties

2.6

lis

t ac

tions

that

may

be

use

d t

o a

ssis

t th

e sa

le o

f pro

per

ties

2.7

st

ate

when

act

ions

to a

ssis

t th

e sa

le o

f pro

per

ties

m

ight

be

pro

gre

ssed

Page 38: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

34

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

under

stan

d h

ow

to r

evie

w

and a

men

d m

arke

ting

activi

ties

3.1

ex

pla

in h

ow

to m

onitor

and r

evie

w t

he

imple

men

tation o

f m

arke

ting a

ctiv

itie

s

3.2

ex

pla

in h

ow

to a

scer

tain

if m

ark

etin

g a

ctiv

itie

s ar

e m

eeting t

he

expec

ted p

erfo

rmance

req

uirem

ents

3.3

ex

pla

in w

hy

it is

import

ant

to o

bta

in f

eedbac

k fo

llow

ing v

iew

ings

of

pro

per

ties

3.4

ex

pla

in h

ow

to o

bta

in fee

dbac

k fr

om

vie

win

gs

of

pro

per

ties

3.5

lis

t th

e ty

pes

of

chan

ges

whic

h m

ight

be

mad

e to

a

pro

per

ty s

ubse

quen

t to

obta

inin

g inst

ruct

ions

whic

h

would

req

uire

chan

ges

to b

e m

ade

to m

ark

etin

g

mat

eria

ls

3.6

ex

pla

in o

rgan

isat

ional

pro

cedure

s fo

r am

endin

g

pla

nned

mar

keting a

ctiv

itie

s

3.7

st

ate

who s

hould

be

invo

lved

in a

men

din

g p

lanned

m

arke

ting a

ctiv

itie

s

3.8

st

ate

who c

an a

uth

ori

se c

han

ges

to p

lanned

m

arke

ting a

ctiv

itie

s

Page 39: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

35

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

be

able

to im

ple

men

t m

arke

ting a

ctiv

itie

s fo

r th

e sa

le o

f pro

per

ties

4.1

im

ple

men

t ag

reed

mar

keting a

ctiv

itie

s fo

r in

div

idual

pro

per

ties

4.2

id

entify

fact

ors

whic

h h

ave

an im

pac

t upon s

ellin

g

pro

per

ty

4.

iden

tify

suitab

le o

pport

unitie

s fo

r ad

ditio

nal

public

ity

tow

ards

selli

ng p

roper

ty

4.4

en

sure

that

the

selle

r is

kep

t up t

o d

ate

with

pro

gre

ss in lin

e w

ith o

rgan

isat

ional

pro

cedure

s

4.5

en

sure

that

rele

vant

colle

agues

are

kep

t up t

o d

ate

with:

pro

gre

ss o

f th

e m

arke

ting a

ctiv

itie

s

chan

ges

to t

he

mar

keting a

ctiv

itie

s

4.6

co

mply

with leg

isla

tion,

guid

ance

and c

odes

of

pra

ctic

e re

leva

nt

to a

ctiv

itie

s fo

r m

arke

ting

pro

per

ty

Page 40: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

36

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5

Be

able

to r

evie

w

mar

keting a

ctiv

itie

s fo

r th

e sa

le o

f pro

per

ties

5.1

m

onitor:

imple

men

tation o

f m

arke

ting a

ctiv

itie

s

per

form

ance

of

mar

keting a

ctiv

itie

s

feed

back

fro

m v

iew

ings

of

pro

per

ties

in lin

e w

ith o

rgan

isat

ional

pro

cedure

s

5.2

re

cord

fee

dbac

k fr

om

vie

win

gs

and o

ther

rel

evan

t so

urc

es

5.3

an

alys

e fe

edbac

k fr

om

vie

win

gs

and o

ther

rel

evan

t so

urc

es

5.4

id

entify

any

pro

ble

ms

and s

ignific

ant

poin

ts

asso

ciate

d w

ith s

ellin

g p

roper

ties

fro

m fee

dbac

k on

view

ings

and o

ther

rel

evan

t so

urc

es

5.5

m

ake

reco

mm

endat

ions

tow

ards

addre

ssin

g

pro

ble

ms

and s

ignific

ant

poin

ts a

ssoci

ated

with

selli

ng p

roper

ties

5.6

as

sess

the

impact

of

mar

keting a

ctiv

itie

s in

st

imula

ting inte

rest

in p

roper

ties

5.7

ag

ree

chan

ges

to m

arke

ting a

ctiv

itie

s w

ith r

elev

ant

peo

ple

5.8

im

ple

men

t ch

anges

to m

arke

ting a

ctiv

itie

s

5.9

re

spond t

o c

han

ges

to p

roper

ties

whic

h im

pac

t on

mar

keting a

ctiv

itie

s

5.1

0

eval

uat

e th

e per

form

ance

of

mar

keting p

lans

to

info

rm futu

re p

lannin

g

Page 41: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

37

Lear

ner

nam

e:________________________________________

Dat

e:___________________________

Lear

ner

sig

nat

ure

:_____________________________________

Dat

e:___________________________

Ass

esso

r si

gnat

ure

:____________________________________

Dat

e:___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

______________________________

(if

sam

ple

d)

Dat

e:___________________________

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N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

38

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N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

39

Unit 6: Match and Promote Properties to Individuals

Unit reference number: Y/601/3110

QCF level: 2

Credit value: 3

Guided learning hours: 10

Unit summary

This unit is about reviewing the properties available and matching these to the needs of prospective tenants or buyers known to your organisation. It also addresses contacting the prospective tenants or buyers, providing them with the details of relevant properties towards generating their interest in those properties available.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 44: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

40

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Know

how

to m

atch

pro

per

ties

to indiv

idual

s 1.1

lis

t th

e m

ain

typ

es o

f te

nan

t/buye

r of re

siden

tial

pro

per

ty

1.2

id

entify

fact

ors

whic

h influen

ce indiv

idual

s’

dec

isio

ns

about

pro

per

ties

1.3

ex

pla

in h

ow

to a

cces

s in

form

atio

n a

bout

pro

per

ties

av

aila

ble

thro

ugh t

he

org

anis

atio

n t

o m

atch

to

indiv

idual

s

1.4

st

ate

what

info

rmat

ion is

requir

ed fro

m indiv

idual

s to

be

able

to m

atc

h t

hem

to a

vaila

ble

pro

per

ties

1.5

des

crib

e th

e org

anis

ational

pro

cedure

s fo

r re

cord

ing info

rmation r

egar

din

g c

onta

cts

mad

e an

d

the

outc

om

es

2

Know

how

to p

rom

ote

pro

per

ties

to indiv

idual

s 2.1

des

crib

e th

e org

anis

ational

pro

cedure

s fo

r co

nta

ctin

g indiv

idual

s ab

out

pro

per

ties

2.2

outlin

e w

hat

info

rmation c

an b

e pro

vided

about

pro

per

ties

2.3

st

ate

what

act

ions

should

be

take

n w

hen

inte

rest

is

expre

ssed

in a

pro

per

ty

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N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

41

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Be

able

to m

atch

pro

per

ties

to indiv

idual

s 3.1

id

entify

pro

per

ties

whic

h a

re a

vaila

ble

thro

ugh t

he

org

anis

atio

n

3.2

as

sess

the

types

of

indiv

idual

s w

ho a

re lik

ely

to

hav

e an

inte

rest

in t

he

pro

per

ties

3.3

id

entify

the

requirem

ents

of in

div

iduals

3.4

m

atch

iden

tified

req

uirem

ents

with r

elev

ant

feat

ure

s of pro

per

ties

3.5

pro

vide

det

ails

of pro

per

ties

to inte

rest

ed p

arties

3.6

en

sure

that

colle

agues

are

info

rmed

about

info

rmat

ion g

iven

to indiv

idual

s

Page 46: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

42

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Be

able

to p

rom

ote

pro

per

ties

to indiv

idual

s 4.1

co

nta

ct indiv

iduals

usi

ng a

ppro

priat

e m

ethods

in

line

with o

rgan

isational

pro

cedure

s

4.2

ex

pla

in t

o indiv

idual

s:

the

rele

vant

selli

ng fea

ture

s of

par

ticu

lar

pro

per

ties

why

the

selli

ng fea

ture

s m

atch

thei

r re

quirem

ents

4.3

es

tablis

h w

het

her

indiv

idual

s are

inte

rest

ed in

par

ticu

lar

pro

per

ties

4.4

ag

ree

rele

vant

act

ions

tow

ards

assi

stin

g indiv

idual

s to

rev

iew

furt

her

pro

per

ties

of in

tere

st

4.5

m

ainta

in r

ecord

s of co

nta

cts

mad

e in

lin

e w

ith

org

anis

atio

nal

pro

cedure

s

4.6

en

sure

that

rele

vant

colle

agues

are

info

rmed

of

poss

ible

inte

rest

in p

articu

lar

pro

per

ties

4.7

co

mply

with a

ll re

leva

nt

legis

lation,

guid

elin

es a

nd

codes

of

pra

ctic

e w

hen

pro

moting p

roper

ties

Page 47: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

43

Lear

ner

nam

e:________________________________________

Dat

e:___________________________

Lear

ner

sig

nat

ure

:_____________________________________

Dat

e:___________________________

Ass

esso

r si

gnat

ure

:____________________________________

Dat

e:___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

______________________________

(if

sam

ple

d)

Dat

e:___________________________

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44

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45

Unit 7: Negotiate the sale of properties in England, Wales and Northern Ireland

Unit reference number: F/601/3148

QCF level: 3

Credit value: 5

Guided learning hours: 15

Unit summary

This unit applies to England, Wales and Northern Ireland and is about exploring the interest of prospective buyers in properties available for sale, and seeking their commitment to making an offer. It includes establishing the buyers’ circumstances relevant to their completing the sale on properties and assessing the suitability of offers made. It also includes negotiating the terms and conditions for a sale such that commitment is made by both buyer and seller to progress on agreed sale.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 50: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

46

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d o

rganis

ational

pro

cedure

s fo

r neg

otiating

the

sale

of pro

per

ties

1.1

st

ate

the

range

of

serv

ices

off

ered

by

the

org

anis

atio

n w

hic

h m

ay e

nco

ura

ge

pro

spec

tive

buye

rs t

o p

rogre

ss a

sal

e

1.2

des

crib

e th

e org

anis

ational

pro

cedure

s fo

r re

cord

ing info

rmation a

bout

neg

otiat

ions

and t

hei

r outc

om

es

1.3

st

ate

the

limits

of ow

n r

esponsi

bili

ty a

nd a

uth

ority

fo

r neg

otiating t

he

sale

of pro

per

ties

1.4

st

ate

the

org

anis

ational

pro

cedure

s fo

r re

port

ing

issu

es t

hat

are

outs

ide

ow

n r

esponsi

bili

ty a

nd

auth

ority

when

neg

otiat

ing t

he

sale

of pro

per

ties

2

Know

the

loca

l pro

per

ty

area

and m

arke

t 2.1

lis

t th

e ke

y fe

ature

s of th

e lo

cal pro

per

ty a

rea

whic

h a

re o

f in

tere

st t

o p

rosp

ective

buye

rs

2.2

des

crib

e how

to iden

tify

:

typic

al p

roper

ty p

rice

s in

the

area

diffe

rent

types

of pro

per

ty t

hat

are

selli

ng

2.3

des

crib

e how

to o

bta

in info

rmation a

bout

spec

ific

atio

ns

and fix

ture

s an

d f

ittings

rele

vant

to

the

sale

of pro

per

ties

Page 51: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

47

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Know

how

to d

evel

op

rela

tionsh

ips

with

pro

spec

tive

buye

rs

3.1

lis

t th

e m

ain

typ

es o

f buye

rs o

f re

siden

tial pro

per

ty

3.2

id

entify

fact

ors

that

influen

ce p

rosp

ective

buye

rs’

dec

isio

ns

3.3

st

ate

the

mai

n c

once

rns

and o

bje

ctio

ns

giv

en b

y pro

spec

tive

buye

rs a

nd h

ow

to a

ddre

ss t

hes

e

3.4

st

ate

the

leve

ls o

f in

tere

st a

nd c

om

mitm

ent

that

ca

n b

e ex

pre

ssed

by

buye

rs

3.5

ex

pla

in w

hy

it is

import

ant

to e

nsu

re t

hat

buye

rs

and s

elle

rs u

nder

stan

d t

he

pro

cess

es o

f buyi

ng a

nd

selli

ng p

roper

ties

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N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

48

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Under

stan

d h

ow

to

neg

otiate

the

sale

of

pro

per

ty

4.1

lis

t fa

ctors

that

may

affec

t:

the

buye

rs’ ab

ility

to b

uy

a p

roper

ty

the

buye

rs’ ac

cepta

bili

ty t

o s

elle

rs

4.2

des

crib

e th

e ke

y st

ages

in t

he

pro

cess

of se

lling a

house

4.3

ex

pla

in t

he

import

ance

of en

suring t

hat

off

ers

are

reco

rded

4.4

st

ate

the

adva

nta

ges

and d

isad

vanta

ges

of

diffe

rent

types

of

offer

4.5

lis

t th

e diffe

rent

par

ties

invo

lved

in b

uyi

ng a

nd

selli

ng p

roper

ties

4.6

ex

pla

in t

he

typic

al ar

eas

for

neg

otiat

ion

4.7

ex

pla

in t

he

import

ance

of es

tablis

hin

g lim

its

of

neg

otiations

4.8

ex

pla

in d

iffe

rent

ways

of re

solv

ing d

iffe

rence

s bet

wee

n t

he

selle

rs’ an

d b

uye

rs’ pro

posa

ls w

hen

neg

otiating t

erm

s an

d c

onditio

ns

4.9

ex

pla

in t

he

risk

s ass

oci

ated

with s

eeki

ng v

aria

tions

to p

roposa

ls

Page 53: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

49

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5

Under

stan

d h

ow

to

com

ple

te n

egotiations

for

the

sale

of pro

per

ty

5.1

ex

pla

in t

he

pote

ntial

typ

es o

f co

nflic

t of

inte

rest

th

at c

an o

ccur

when

sel

ling p

roper

ty

5.2

st

ate

the

par

ties

that

nee

d t

o b

e notified

if

conflic

ts

occ

ur

5.3

st

ate

the

import

ance

of

info

rmin

g a

ll re

leva

nt

par

ties

reg

ardin

g t

he

acce

pta

bili

ty o

f offer

s m

ade

5.4

ex

pla

in t

he

mai

n t

erm

s an

d c

onditio

ns

for

the

sale

of pro

per

ties

5.5

ex

pla

in h

ow

to n

otify

all

rele

vant

par

ties

of

sale

s ag

reed

5.6

ex

pla

in w

hy

it is

import

ant

to n

otify

all

rele

vant

par

ties

of

sale

s ag

reed

6

Be

able

to e

xplo

re inte

rest

an

d o

bta

in c

om

mitm

ent

from

pro

spec

tive

buye

rs

6.1

co

nfirm

buye

rs’ in

tere

st in p

articu

lar

pro

per

ties

6.2

co

nfirm

pro

spec

tive

buye

rs’ ci

rcum

stan

ces

rele

vant

to p

urc

hasi

ng a

pro

per

ty

6.3

id

entify

pro

spec

tive

buye

rs’ tim

esca

les

for

purc

hasi

ng a

pro

per

ty

6.4

id

entify

and a

ddre

ss f

acto

rs t

hat

mig

ht

affec

t th

e ac

cepta

bili

ty o

f th

e buye

r fo

r a

pro

per

ty o

f in

tere

st

6.5

re

cord

form

al o

ffer

s on p

roper

ties

6.6

pro

vide

the

pro

spec

tive

buye

r w

ith info

rmation

regar

din

g t

he

nex

t st

age

of th

e sa

les

pro

cess

6.7

ch

eck

that

pro

spec

tive

buye

rs h

ave

under

stood

info

rmat

ion p

rovi

ded

and e

nco

ura

ge

ques

tions

Page 54: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

50

Lear

nin

g o

utc

om

es

Ass

essm

ent

criter

ia

Evi

den

ce

type

Port

folio

re

fere

nce

D

ate

7

Be

able

to a

sses

s th

e su

itab

ility

of offer

s 7.1

pro

vide

the

selle

rs w

ith d

etai

ls o

f offer

s m

ade

7.2

id

entify

the

adva

nta

ges

and d

isad

vanta

ges

of

the

avai

lable

offer

s m

ade

7.3

id

entify

any

pote

ntial

conflic

ts o

f in

tere

st

7.4

en

sure

all

rele

vant

par

ties

are

mad

e aw

are

of

pote

ntial

conflic

ts o

f in

tere

st in a

tim

ely

man

ner

7.5

ad

vise

the

selle

r of

any

off

ers

mad

e

7.6

ta

ke s

teps

to p

rovi

de

info

rmat

ion r

egar

din

g

acce

pta

bili

ty o

f offer

s to

all

par

ties

in a

tim

ely

man

ner

7.7

co

mply

with leg

isla

tion,

guid

elin

es a

nd c

odes

of

pra

ctic

e re

leva

nt

to n

egotiating t

he

sale

of

pro

per

ties

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N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

51

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

8

Be

able

to n

egotiate

the

term

s an

d c

onditio

ns

of

the

sale

of a

pro

per

ty

8.1

obta

in c

lear

inst

ruct

ions

regar

din

g t

he

area

s an

d

limits

for

neg

otiation f

rom

the

selle

r

8.2

id

entify

any

diffe

rence

s bet

wee

n t

he

selle

r’s

and

buye

r’s

pro

posa

ls r

elat

ing t

o t

he

term

s an

d

conditio

ns

8.3

lia

ise

with a

ll part

ies

tow

ards

closi

ng t

he

sale

in lin

e w

ith o

rgan

isat

ional

pro

cedure

s

8.4

en

sure

all

par

ties

are

info

rmed

of th

e ag

reed

main

te

rms

and c

onditio

ns

for

the

sale

and t

he

risk

s as

soci

ate

d w

ith s

eeki

ng v

ariat

ions

8.5

co

nfirm

com

mitm

ent

to t

he

sale

by

obta

inin

g

agre

emen

t fr

om

all

rele

vant

part

ies

8.6

notify

all

par

ties

of th

e nex

t st

ages

in t

he

pro

cess

fo

r th

e sa

le

8.7

m

ainta

in r

ecord

s re

gar

din

g a

gre

ed s

ales

in lin

e w

ith

org

anis

atio

nal

pro

cedure

s

Lear

ner

nam

e:________________________________________

Dat

e:___________________________

Lear

ner

sig

nat

ure

:_____________________________________

Dat

e:___________________________

Ass

esso

r si

gnat

ure

:____________________________________

Dat

e:___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

______________________________

(if

sam

ple

d)

Dat

e:___________________________

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52

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53

Unit 8: Monitor Changes and Assess their Impact in the Local Property Market

Unit reference number: J/601/3068

QCF level: 3

Credit value: 5

Guided learning hours: 10

Unit summary

This unit is about monitoring changes occurring in the local property market and determining their impact upon the saleability of different properties within it. It includes making reasoned recommendations regarding marketing of properties in the light of findings.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

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N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

54

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d h

ow

to

monitor

chan

ges

in t

he

loca

l pro

per

ty m

arke

t

1.1

ex

pla

in w

hy

it is

import

ant

to m

onitor

chan

ges

in

the

loca

l pro

per

ty m

arke

t

1.2

des

crib

e th

e im

port

ance

of

det

erm

inin

g a

m

eanin

gfu

l tim

e-sp

an o

ver

whic

h c

han

ges

can

be

monitore

d

1.3

des

crib

e how

to d

eter

min

e th

e le

ngth

of a

‘mea

nin

gfu

l’ tim

e-sp

an

1.4

lis

t so

urc

es o

f in

form

atio

n w

hic

h c

an b

e use

d t

o

monitor

chan

ges

in t

he

loca

l pro

per

ty m

ark

et

1.5

des

crib

e how

to a

cces

s in

form

ation a

bout

the

loca

l pro

per

ty m

arke

t

1.6

ex

pla

in w

hy

it is

import

ant

to c

hec

k th

at

info

rmat

ion is

accu

rate

, co

mple

te a

nd c

urr

ent

bef

ore

use

1.7

lis

t lo

cal and n

atio

nal fa

ctors

whic

h c

an c

ause

ch

anges

in t

he

loca

l pro

per

ty m

arke

t

1.8

lis

t th

e ty

pic

al t

ypes

of

chan

ges

whic

h c

an o

ccur

in

the

loca

l pro

per

ty m

arke

t

Page 59: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

55

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Know

how

to a

sses

s th

e im

pac

t of

chan

ges

in t

he

loca

l pro

per

ty m

arke

t

2.1

des

crib

e how

chan

ges

in t

he

loca

l pro

per

ty m

arke

t ca

n im

pact

on:

the

mark

et a

s a

whole

par

ticu

lar

types

of pro

per

ty

2.2

ex

pla

in w

hy

it is

import

ant

to a

sses

s th

e re

lative

im

pac

t of

chan

ges

iden

tified

in t

he

loca

l pro

per

ty

mar

ket

2.3

ex

pla

in h

ow

the

mar

keting o

f diffe

rent

types

of

pro

per

ties

can

addre

ss c

han

ges

in t

he

loca

l pro

per

ty m

arke

t

2.4

des

crib

e th

e org

anis

ational

pro

cedure

s fo

r re

port

ing

the

outc

om

es o

f m

onitoring

2.5

des

crib

e th

e im

port

ance

of

pro

vidin

g info

rmat

ion

about

ow

n a

sses

smen

t of th

e lo

cal pro

per

ty m

ark

et

only

to t

hose

who h

ave

a r

ight

to it

2.6

des

crib

e th

e im

port

ance

of

com

munic

atin

g t

he

leve

l of

confiden

ce t

hat

can b

e pla

ced in t

he

ass

essm

ent

of th

e lo

cal pro

per

ty m

arke

t

Page 60: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

56

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Be

able

to m

onitor

chan

ges

in t

he

loca

l pro

per

ty m

arke

t

3.1

det

erm

ine

the

follo

win

g:

size

of th

e lo

cal pro

per

ty m

arke

t

nat

ure

of

the

loca

l pro

per

ty m

ark

et

per

iod o

ver

whic

h c

han

ges

are

to b

e co

nsi

der

ed

3.2

id

entify

and r

evie

w info

rmation a

bout

the

loca

l pro

per

ty m

arke

t in

cludin

g:

the

loca

l ec

onom

y

pro

per

ty p

rice

s

pro

per

ty s

ales

and r

enta

l act

ivity

new

build

s an

d r

edev

elopm

ent

in t

he

are

a

4

Be

able

to a

sses

s th

e im

pac

t of

chan

ges

in t

he

loca

l pro

per

ty m

arke

t

4.1

an

alys

e all

rele

vant

info

rmation t

o iden

tify

:

fact

ors

aff

ecting t

he

loca

l pro

per

ty m

arke

t

conse

quen

t ch

anges

4.2

as

sess

whic

h loca

l an

d n

atio

nal

fac

tors

are

lik

ely

to

impac

t on t

he

loca

l pro

per

ty m

arke

t in

the

futu

re

4.3

as

sess

the

impact

of

chan

ges

in t

he

loca

l pro

per

ty

mar

ket

on d

iffe

rent

types

of pro

per

ty

4.4

ju

stify

ow

n a

sses

smen

t of

the

likel

y im

pac

t of

chan

ges

in t

he

loca

l pro

per

ty m

arke

t

4.5

m

ake

reas

oned

rec

om

men

dat

ions

about

how

diffe

rent

types

of pro

per

ty s

hould

be

mark

eted

as

a re

sult o

f findin

gs

Page 61: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

57

Lear

ner

nam

e:________________________________________

Dat

e:___________________________

Lear

ner

sig

nat

ure

:_____________________________________

Dat

e:___________________________

Ass

esso

r si

gnat

ure

:____________________________________

Dat

e:___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

______________________________

(if

sam

ple

d)

Dat

e:___________________________

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58

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59

Unit 9: Undertaking Market Appraisals and Advising on the Presentation of Properties

Unit reference number: J/601/3071

QCF level: 3

Credit value: 5

Guided learning hours: 15

Unit summary

This unit is about undertaking market appraisals of residential properties, advising landlords and sellers regarding the outcomes of your appraisals, and providing consequent advice about the presentation of their properties.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

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N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

60

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d o

rganis

ational

pro

cedure

s fo

r under

taki

ng m

arke

t ap

pra

isal

s an

d a

dvi

sing o

n

the

pre

senta

tion o

f pro

per

ties

1.1

des

crib

e how

hea

lth,

safe

ty a

nd s

ecuri

ty iss

ues

sh

ould

be

addre

ssed

when

vis

itin

g a

pro

per

ty t

o

under

take

mar

ket

appra

isals

1.2

des

crib

e:

the

purp

ose

of m

arke

t ap

pra

isals

the

ben

efits

of m

arke

t ap

pra

isals

how

to p

repar

e m

arke

t ap

pra

isal

s

poin

ts t

hat

should

be

addre

ssed

in m

arke

t ap

pra

isal

s

Page 65: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

61

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Know

how

to u

nder

take

m

arke

t ap

pra

isals

2.1

lis

t fa

ctors

that

affec

t th

e sa

le/r

enta

l va

lue

and

sale

abili

ty o

f in

div

idual

pro

per

ties

2.2

st

ate

the

import

ance

of

obta

inin

g a

ll re

leva

nt

info

rmat

ion p

rior

to u

nder

taki

ng a

n a

ppra

isal

2.3

lis

t w

hat

info

rmation is

required

prior

to

under

taki

ng a

n a

ppra

isal

2.4

des

crib

e how

to o

bta

in r

elev

ant

info

rmat

ion p

rior

to

under

taki

ng a

n a

ppra

isal

2.5

lis

t ty

pes

of ch

ange

that

can

aff

ect

the

loca

l pro

per

ty m

arke

t

2.6

des

crib

e how

chan

ges

to t

he

loca

l pro

per

ty m

ark

et

can h

ave

an im

pact

on p

roper

ties

bei

ng a

ppra

ised

2.7

des

crib

e how

to insp

ect

pro

per

ties

to t

he

stan

dar

d

required

by

ow

n o

rganis

atio

n

2.8

st

ate

the

import

ance

of

insp

ecting p

roper

ties

to t

he

stan

dar

d r

equired

by

ow

n o

rganis

atio

n

2.9

lis

t ty

pes

of docu

men

ts t

hat

may

be

required

for

the

appra

isal

2.1

0

des

crib

e th

e ci

rcum

stan

ces

when

docu

men

ts a

re

required

for

appra

isals

2.1

1

des

crib

e how

to o

bta

in d

ocu

men

ts r

equir

ed for

appra

isal

s

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N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

62

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Know

how

to d

evel

op

rela

tionsh

ips

with c

ust

om

ers

3.1

lis

t th

e m

ain

typ

es o

f buye

rs/t

enan

ts o

f re

siden

tial

pro

per

ties

3.2

id

entify

fact

ors

that

influen

ce p

rosp

ective

buye

rs/t

enan

ts d

ecis

ions

3.3

des

crib

e th

e im

port

ance

of:

chec

king c

ust

om

er u

nder

stan

din

g o

f m

ark

et

appra

isal

s

pro

vidin

g a

dvi

ce t

o c

ust

om

ers

3.4

st

ate

met

hods

use

d f

or

chec

king c

ust

om

er

under

stan

din

g a

nd p

rovi

din

g a

dvi

ce

3.5

giv

e ex

am

ple

s of ty

pic

al q

ues

tions

ask

ed b

y cu

stom

ers

about

mar

ket

appra

isal

s

3.6

st

ate

how

typ

ical

ques

tions

from

cust

om

ers

should

be

addre

ssed

3.7

lis

t w

ays

of pre

senting p

roper

ties

3.8

giv

e ex

am

ple

s of th

e as

pec

ts o

f pro

per

ties

that

can

cr

eate

a p

osi

tive

or

neg

ativ

e im

pre

ssio

n

Page 67: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

63

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Be

able

to p

repar

e fo

r ap

pra

isal

s of pro

per

ties

4.1

obta

in info

rmat

ion r

elev

ant

to:

the

pro

per

ty t

o b

e ap

pra

ised

the

cust

om

ers

reaso

ns

for

seek

ing t

o s

ell/

let

the

pro

per

ty

4.2

id

entify

chan

ges

occ

urr

ing in t

he

loca

l pro

per

ty

mar

ket

4.3

as

sess

the

impact

that

chan

ges

to t

he

mark

et m

ay

hav

e on t

he

pro

per

ty t

o b

e appra

ised

4.4

co

nfirm

with t

he

cust

om

er:

ow

n iden

tity

iden

tity

of

the

cust

om

er a

nd o

ther

par

ties

in

atte

ndan

ce

obje

ctiv

es f

or

the

visi

t

pro

pose

d s

ched

ule

for

the

mar

ket

appra

isal

thei

r ex

pec

tations

Page 68: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

64

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5

Be

able

to a

ppra

ise

pro

per

ties

5.1

under

take

the

mark

et a

ppra

isal at

the

agre

ed t

ime

5.2

ca

rry

out

an insp

ection c

ove

ring:

the

pro

per

ty inte

rnally

and e

xter

nal

ly

dim

ensi

ons

fact

ors

rel

evan

t to

the

pro

per

ty

5.3

id

entify

and c

onfirm

any

work

whic

h is

clai

med

to

hav

e bee

n c

arried

out

to t

he

pro

per

ty

5.4

obta

in d

ocu

men

ts r

elev

ant

to t

he

pro

per

ty

5.5

id

entify

the

pro

per

ty’s

main

sel

ling fea

ture

s an

d

oth

er f

acto

rs t

hat

may

impac

t upon its

sal

e/re

nta

l va

lue

5.6

ag

ree

the

pro

per

ty’s

mai

n s

ellin

g fea

ture

s an

d

oth

er f

acto

rs w

ith t

he

cust

om

er

5.7

co

mple

te t

he

mar

ket

appra

isal

follo

win

g

org

anis

atio

nal

pro

cedure

s

5.8

co

nfirm

the

nex

t st

eps

with t

he

cust

om

er follo

win

g

the

mark

et a

ppra

isal

5.9

m

ainta

in c

lear

and a

ccura

te r

ecord

s of m

ark

et

appra

isal

s

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N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

65

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

6

Be

able

to p

rese

nt

mar

ket

appra

isal

rep

ort

s an

d

advi

se u

pon t

he

pre

senta

tion o

f pro

per

ties

6.1

co

nfirm

with t

he

cust

om

er t

he

purp

ose

of th

e m

arke

t ap

pra

isal

6.2

pro

vide

a re

alis

tic

mark

et a

ppra

isal

of th

e pro

per

ty

6.3

ex

pla

in h

ow

rel

evan

t fa

ctors

im

pac

t upon t

he

pro

per

ty’s

sal

e/re

nta

l va

lue

to t

he

cust

om

er

6.4

obta

in a

dditio

nal in

form

atio

n t

hat

may

be

required

6.5

ch

eck

that

cust

om

ers

hav

e under

stood t

he

info

rmat

ion a

nd e

nco

ura

ge

ques

tions

6.6

ch

eck

the

cust

om

er’s

inte

ntion t

o p

roce

ed w

ith t

he

sale

/let

of

the

pro

per

ty

6.7

id

entify

the

type

of

peo

ple

who a

re lik

ely

to v

iew

th

e pro

per

ty

6.8

id

entify

ways

in w

hic

h t

he

pro

per

ty c

ould

be

pre

sente

d t

o a

ttra

ct v

iew

ers

6.9

id

entify

the

valu

e an

d b

enef

its

of pro

posa

ls f

or

pre

senting t

he

pro

per

ty,

rela

ting t

o t

he

cust

om

er’s

ai

ms

6.1

0

mai

nta

in u

p-t

o-d

ate

reco

rds

of

rele

vant

poin

ts

agre

ed

6.1

1

com

ply

with a

ll re

leva

nt

legis

lation,

guid

elin

es a

nd

codes

of

pra

ctic

e re

lating t

o m

ark

et a

ppra

isal

s

Page 70: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

66

Lear

ner

nam

e:________________________________________

Dat

e:___________________________

Lear

ner

sig

nat

ure

:_____________________________________

Dat

e:___________________________

Ass

esso

r si

gnat

ure

:____________________________________

Dat

e:___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

______________________________

(if

sam

ple

d)

Dat

e:___________________________

Page 71: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

67

Unit 10: Obtain Instructions and Agree Marketing Activities for Properties

Unit reference number: Y/601/3107

QCF level: 3

Credit value: 5

Guided learning hours: 15

Unit summary

This unit is about obtaining instructions from customers regarding the sale/let of their property and then agreeing with them marketing activities towards achieving a sale or let. It includes preparing and holding sales discussions, during which questions or concerns are handled effectively so that the commitment of the customer is gained. In the context of this unit the customer is the seller or landlord of the property.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 72: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

68

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Know

how

to o

bta

in

inst

ruct

ions

1.1

des

crib

e th

e org

anis

ational

pro

cedure

s fo

r:

obta

inin

g inst

ruct

ions

agre

eing m

arke

ting a

ctiv

itie

s

pro

gre

ssin

g m

arke

ting a

ctiv

itie

s

1.2

st

ate

the

import

ance

of

obta

inin

g a

ll re

leva

nt

info

rmat

ion p

rior

to s

eeki

ng t

o o

bta

in a

n inst

ruct

ion

for

a part

icula

r pro

per

ty

1.3

des

crib

e how

to c

onduct

and s

truct

ure

a s

ales

pre

senta

tion w

hen

see

king t

o o

bta

in inst

ruct

ions

1.4

des

crib

e th

e diffe

rence

bet

wee

n t

he

feat

ure

s an

d

ben

efits

of th

e org

anis

atio

ns

serv

ices

1.5

lis

t ty

pic

al b

uyi

ng s

ignal

s th

at c

ust

om

ers

mig

ht

pro

vide:

verb

al

non-v

erbal

Page 73: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

69

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Know

how

to a

gre

e pla

nned

mar

keting

activi

ties

2.1

st

ate

the

adva

nta

ges

and d

isad

vanta

ges

of

usi

ng

the

follo

win

g t

ypes

of

mark

etin

g a

ctiv

itie

s:

new

spap

er a

dve

rtis

ing

web

-base

d m

edia

mai

l-sh

ots

boar

ds

2.2

lis

t th

e m

ain t

ypes

of buye

rs/t

enan

ts o

f re

siden

tial

pro

per

ties

2.3

id

entify

fact

ors

that

influen

ce p

rosp

ective

buye

r’s/

tenan

t’s

dec

isio

ns

2.4

id

entify

chan

ges

occ

urr

ing in t

he

loca

l pro

per

ty

mar

ket

that

will

im

pact

on t

he

sele

ctio

n o

f m

arke

ting a

ctiv

itie

s

2.5

lis

t ty

pic

al q

ues

tions

aske

d a

bout

mar

keting

pro

per

ties

2.6

st

ate

how

typ

ical

ques

tions

about

mar

keting

pro

per

ties

should

be

addre

ssed

2.7

des

crib

e how

conflic

ts o

f in

tere

st:

can a

rise

when

mar

keting p

roper

ties

should

be

addre

ssed

Page 74: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

70

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Be

able

to o

bta

in

inst

ruct

ions

3.1

re

view

all

info

rmation r

elev

ant

to:

the

pro

per

ty

the

cust

om

er

reas

ons

for

seek

ing t

o s

ell/

let

the

pro

per

ty

3.2

dis

cuss

with t

he

cust

om

er:

the

org

anis

atio

n’s

rel

evan

t se

rvic

es

the

loca

l pro

per

ty m

arke

t

met

hods

for

selli

ng/l

etting t

he

pro

per

ty

mar

keting a

ctiv

itie

s

the

ass

oci

ated

cost

s

rela

ting t

hes

e cl

early

to t

he

cust

om

er’s

ci

rcum

stan

ces

and t

he

pro

per

ty

3.3

id

entify

any

feat

ure

s of th

e org

anis

atio

n's

ser

vice

s w

hic

h d

o n

ot

mee

t th

e cu

stom

er’s

req

uirem

ents

an

d a

ddre

ss t

hes

e

3.4

id

entify

buyi

ng s

ignal

s giv

en b

y th

e cu

stom

er a

nd

act

upon t

hem

verb

al

non-v

erbal

3.5

priori

tise

any

conce

rns

the

cust

om

er h

as

about

mak

ing t

he

inst

ruct

ion

Page 75: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

71

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Be

able

to o

bta

in

inst

ruct

ions

3.6

ad

dre

ss a

nd o

verc

om

e w

her

e poss

ible

cust

om

er’s

co

nce

rns

3.7

ag

ree

with t

he

cust

om

er:

the

most

appro

priat

e m

ethod for

the

sale

/let

term

s of th

e in

stru

ctio

n

cost

s to

the

cust

om

er

3.8

co

mply

with a

ll re

leva

nt

legis

lation,

guid

elin

es a

nd

codes

of

pra

ctic

e re

lating t

o o

bta

inin

g inst

ruct

ions

Page 76: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

72

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Be

able

to a

gre

e m

arke

ting p

lans

4.1

co

nfirm

all

rele

vant

info

rmation a

bout

the

pro

per

ty

incl

udin

g t

he

mai

n s

ellin

g fea

ture

s

4.2

re

view

the

outc

om

es o

f m

arke

ting a

ctiv

itie

s use

d

for

sim

ilar

pro

per

ties

4.3

dis

cuss

with t

he

cust

om

er m

arke

ting a

ctiv

itie

s w

hic

h a

re lik

ely

to b

e th

e m

ost

effec

tive

4.4

ag

ree

with t

he

cust

om

er:

reso

urc

es a

vaila

ble

for

mark

etin

g t

he

pro

per

ty

mar

keting a

ctiv

itie

s to

be

use

d

tim

ing a

nd s

equen

ce o

f m

arke

ting a

ctiv

itie

s

4.5

co

nfirm

the

cust

om

er’s

acc

epta

nce

of

the

agre

ed

mar

keting a

ctiv

itie

s

4.6

m

ainta

in r

ecord

s of th

e ag

reed

mar

keting a

ctiv

itie

s in

lin

e w

ith o

rgan

isat

ional

pro

cedure

s

4.7

en

sure

that

mar

keting a

ctiv

itie

s ar

e pro

gre

ssed

in

line

with o

rgan

isational

pro

cedure

s

Page 77: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

73

Lear

ner

nam

e:________________________________________

Dat

e:___________________________

Lear

ner

sig

nat

ure

:_____________________________________

Dat

e:___________________________

Ass

esso

r si

gnat

ure

:____________________________________

Dat

e:___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

______________________________

(if

sam

ple

d)

Dat

e:___________________________

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N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

74

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N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

75

Unit 11: Produce Marketing Materials for Individual Properties (Residential Sales)

Unit reference number: H/601/3109

QCF level: 3

Credit value: 3

Guided learning hours: 15

Unit summary

This unit is about preparing marketing materials in line with planned marketing activities for a property and ensuring that these are produced correctly. It includes liaising with the seller to ensure their approval of the materials and with those involved in the production of final materials to ensure that final materials are correct and available on time.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 80: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

76

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d o

rganis

ational

pro

cedure

s fo

r th

e pro

duct

ion o

f m

arke

ting

mat

eria

ls for

pro

per

ties

fo

r sa

le

1.1

lis

t ty

pes

of m

ark

etin

g m

ater

ials

use

d t

o p

rom

ote

pro

per

ties

for

sale

1.2

des

crib

e th

e ad

vanta

ges

and d

isad

vanta

ges

of

diffe

rent

types

of m

ark

etin

g m

ate

rial

s use

d t

o

pro

mote

res

iden

tial

pro

per

ties

for

sale

1.3

des

crib

e org

anis

atio

nal

pro

cedure

s fo

r pre

par

ing

and p

roduci

ng m

arke

ting m

ater

ials

for

resi

den

tial

pro

per

ties

for

sale

Page 81: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

77

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Know

how

to p

repar

e m

arke

ting m

ater

ials

for

resi

den

tial pro

per

ties

for

sale

2.1

st

ate

the

typic

al c

ost

s an

d t

imes

cale

s fo

r th

e pro

duct

ion o

f diffe

rent

types

of

mar

keting m

ater

ials

fo

r re

siden

tial

pro

per

ties

for

sale

2.2

st

ate

the

import

ance

of pla

nnin

g m

arke

ting

activi

ties

for

indiv

idual

res

iden

tial

pro

per

ties

2.3

des

crib

e w

hy

it is

import

ant

to r

evie

w a

ll re

leva

nt

info

rmation b

efore

dev

elopin

g m

arke

ting m

ater

ials

2.4

st

ate

the

import

ance

of

ensu

ring t

hat

key

sel

ling

feat

ure

s ar

e em

phas

ised

and t

hat

the

mat

eria

ls

conta

in s

uffic

ient

furt

her

info

rmat

ion

2.5

lis

t th

e m

ain

typ

es o

f buye

rs o

f re

siden

tial pro

per

ty

2.6

st

ate

the

info

rmation w

hic

h is

import

ant

to d

iffe

rent

types

of

buye

rs

2.7

st

ate

the

import

ance

of gai

nin

g t

he

appro

val of th

e se

ller

for

the

mark

etin

g m

ate

rials

bef

ore

pro

duct

ion

2.8

lis

t ty

pes

of ch

anges

whic

h m

ight

be

mad

e to

a

pro

per

ty s

ubse

quen

t to

obta

inin

g inst

ruct

ions

whic

h

would

req

uire

chan

ges

to b

e m

ade

to m

ark

etin

g

mat

eria

ls

Page 82: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

78

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Know

how

to a

rran

ge

for

the

pro

duct

ion o

f final

mar

keting m

ater

ials

for

resi

den

tial pro

per

ty for

sale

3.1

st

ate

the

import

ance

of

ensu

ring t

hat

all

peo

ple

in

volv

ed in t

he

public

atio

n o

f m

arke

ting m

ater

ials

ar

e fu

lly b

rief

ed

3.2

lis

t pote

ntial

pro

ble

ms

that

mig

ht

occ

ur

when

re

view

ing p

ublis

hed

mar

keting m

ater

ials

3.3

st

ate

how

to a

ddre

ss p

roble

ms

whic

h o

ccur

when

re

view

ing p

ublis

hed

mar

keting m

ater

ials

3.4

st

ate

who f

inal

mar

keting m

ater

ials

should

be

mad

e av

aila

ble

to

Page 83: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

79

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Be

able

to p

repar

e dra

ft

mar

keting m

ater

ials

for

resi

den

tial pro

per

ty for

sale

4.1

re

view

all

avai

lable

info

rmation r

egar

din

g t

he

sale

of th

e pro

per

ty r

elev

ant

to p

repar

ing d

raft

m

arke

ting m

ater

ials

incl

udin

g p

lanned

mark

etin

g

activi

ties

4.2

id

entify

:

mar

keting a

ctiv

itie

s pro

pose

d f

or

the

pro

per

ty

asso

ciate

d m

arke

ting m

ater

ials

whic

h a

re

required

4.3

id

entify

the

info

rmation t

o b

e co

nve

yed b

y th

e m

arke

ting m

ater

ials

, in

cludin

g a

ll re

leva

nt

det

ails

of

the

pro

per

ty a

nd its

mai

n s

ellin

g fea

ture

s

4.4

pre

par

e dra

ft m

arke

ting m

ater

ials

in lin

e w

ith

pla

nned

mar

keting a

ctiv

itie

s an

d o

rganis

ational

pro

cedure

s

4.5

re

ques

t co

mm

ents

fro

m t

he

selle

r in

lin

e w

ith

org

anis

atio

nal

pro

cedure

s an

d m

ake

any

required

ch

anges

if

nec

essa

ry

4.6

ch

eck

that

mar

keting m

ater

ials

com

ply

with a

ll re

leva

nt

legis

lation,

guid

elin

es a

nd c

odes

of

pra

ctic

e

4.7

obta

in a

ppro

val fo

r th

e m

arke

ting m

ater

ial fr

om

the

selle

r

4.8

en

sure

that

the

selle

r is

advi

sed o

f his

/her

re

sponsi

bili

ty f

or

pro

vidin

g info

rmat

ion r

egar

din

g

any

subse

quen

t ch

anges

to t

he

pro

per

ty

Page 84: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

80

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5

Be

able

to a

rran

ge

for

the

pro

duct

ion o

f m

arke

ting

mat

eria

ls for

resi

den

tial

pro

per

ties

for

sale

5.1

en

sure

that

all th

ose

invo

lved

in p

roduci

ng fin

al

mar

keting m

ater

ials

under

stan

d t

hei

r ow

n r

ole

s an

d

resp

onsi

bili

ties

5.2

su

bm

it w

ritt

en a

nd v

isual

mar

keting m

ater

ials

co

rrec

tly

for

public

atio

n o

n s

ched

ule

and in lin

e w

ith o

rgan

isat

ional

pro

cedure

s

5.3

re

view

publis

hed

mate

rial

s ag

ainst

agre

ed d

raft

s to

id

entify

any

dis

crep

anci

es

or

pro

ble

ms

with t

he

visu

al an

d w

ritt

en info

rmat

ion

5.4

id

entify

any

corr

ections

or

impro

vem

ents

req

uired

fo

r m

ater

ials

and m

ake

chan

ges

as

nec

essa

ry

5.5

en

sure

that

agre

ed p

ublis

hed

mat

eria

ls a

re

del

iver

ed t

o t

he

corr

ect

per

son in lin

e w

ith

org

anis

atio

nal

pro

cedure

s

Lear

ner

nam

e:________________________________________

Dat

e:___________________________

Lear

ner

sig

nat

ure

:_____________________________________

Dat

e:___________________________

Ass

esso

r si

gnat

ure

:____________________________________

Dat

e:___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

______________________________

(if

sam

ple

d)

Dat

e:___________________________

Page 85: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

81

Unit 12: Conduct Accompanied Visits Around Local Property Areas

Unit reference number: T/601/3146

QCF level: 3

Credit value: 3

Guided learning hours: 10

Unit summary

This unit is about accompanying prospective buyers on visits of the local property area. It includes providing the prospective buyers with relevant information and knowledge regarding the area, and identifying properties for sale which are of the type(s) of interest to the buyer.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 86: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

82

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d o

rganis

ational

pro

cedure

s fo

r co

nduct

ing

acco

mpan

ied v

isits

1.1

st

ate

the

range

of

serv

ices

off

ered

by

the

org

anis

atio

n w

hic

h m

ay a

ssis

t pro

spec

tive

buye

rs

1.2

des

crib

e th

e org

anis

ational

pro

cedure

s fo

r:

conta

ctin

g p

rosp

ective

buye

rs

reco

rdin

g info

rmation a

bout

visi

ts

reco

rdin

g t

he

outc

om

es o

f vi

sits

1.3

st

ate

the

limits

of ow

n r

esponsi

bili

ty a

nd a

uth

ority

fo

r co

nduct

ing a

ccom

pan

ied v

isits

1.4

st

ate

the

org

anis

ational

pro

cedure

s fo

r re

port

ing

issu

es t

hat

are

outs

ide

ow

n r

esponsi

bili

ty a

nd

auth

ority

when

conduct

ing a

ccom

pan

ied v

isits

Page 87: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

83

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Know

the

loca

l pro

per

ty

area

and m

arke

t 2.1

lis

t th

e ke

y fe

ature

s of th

e lo

cal pro

per

ty a

rea

whic

h a

re o

f in

tere

st t

o p

rosp

ective

buye

rs

2.2

des

crib

e how

to iden

tify

:

typic

al p

roper

ty p

rice

s in

the

area

diffe

rent

types

of pro

per

ty t

hat

are

selli

ng

2.3

st

ate

what

info

rmat

ion is

requir

ed a

bout

pro

spec

tive

buye

rs t

o m

atch

to a

vaila

ble

pro

per

ties

2.4

st

ate

how

to o

bta

in info

rmation a

bout

pro

spec

tive

buye

rs

2.5

st

ate

how

to a

cces

s in

form

ation a

bout

pro

per

ties

fo

r sa

le t

o m

atch

pro

spec

tive

buye

rs’ re

quirem

ents

2.6

lis

t fa

ctors

to c

onsi

der

when

matc

hin

g p

roper

ties

to

pro

spec

tive

buye

rs’ re

quirem

ents

Page 88: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

84

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Know

how

to d

evel

op

rela

tionsh

ips

with

pote

ntial

buye

rs

3.1

lis

t th

e m

ain

typ

es o

f buye

r of re

siden

tial

pro

per

ties

3.2

id

entify

fact

ors

that

influen

ce p

rosp

ective

buye

rs’

dec

isio

ns

3.3

outlin

e w

hat

info

rmation c

an b

e pro

vided

to

pro

spec

tive

buye

rs

3.4

des

crib

e ty

pes

of vi

siting c

onditio

n a

nd r

estr

iction

that

may

apply

to d

iffe

rent

are

as

3.5

lis

t ty

pic

al q

ues

tions

aske

d b

y pro

spec

tive

buye

rs

3.6

st

ate

how

typ

ical

ques

tions

from

pro

spec

tive

buye

rs

should

be

addre

ssed

3.7

st

ate

what

act

ions

should

be

take

n w

hen

a

pro

spec

tive

buye

r ex

pre

sses

inte

rest

in a

pro

per

ty

4

Be

able

to r

evie

w t

he

loca

l pro

per

ty a

rea

4.1

obta

in u

p-t

o-d

ate

info

rmation r

elev

ant

to t

he

sale

of pro

per

ties

within

the

loca

l ar

ea

4.2

id

entify

the

types

and loca

tions

of

loca

l se

rvic

es

and a

men

itie

s

4.3

obta

in c

lear

and a

ccura

te m

aps

of th

e lo

cal

pro

per

ty a

rea

4.4

obta

in c

urr

ent

mark

etin

g m

ate

rial

s re

lating t

o

pro

per

ties

for

sale

with t

he

org

anis

atio

n in t

he

loca

l pro

per

ty a

rea

Page 89: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

85

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5

Be

able

to p

lan t

o v

isit

pro

per

ty a

reas

with

pro

spec

tive

buye

rs

5.1

co

nfirm

the

arra

ngem

ents

for

the

visi

t w

ith a

ll re

leva

nt

par

ties

5.2

obta

in m

ark

etin

g m

ate

rials

rel

atin

g t

o t

he

iden

tified

pro

per

ties

and t

he

loca

l are

a

5.3

en

sure

the

pro

spec

tive

buye

r has

acc

ura

te a

nd

clea

r direc

tions

to t

he

mee

ting p

oin

t

5.4

ta

ke a

ctio

n t

o a

ddre

ss a

ny

pro

ble

ms

with v

isitin

g

the

area

Page 90: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

86

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

6

Be

able

to v

isit p

roper

ty

area

s w

ith p

rosp

ective

buye

rs

6.1

at

tend a

ppoin

tmen

ts a

t th

e ag

reed

tim

e an

d p

lace

6.2

co

nfirm

with t

he

pro

spec

tive

buye

r:

ow

n iden

tity

iden

tity

of

the

pro

spec

tive

buye

rs

obje

ctiv

es f

or

the

visi

t

pro

pose

d itiner

ary

thei

r ex

pec

tations

6.3

pro

mote

the

key

selli

ng fea

ture

s of th

e ar

ea

6.4

ch

eck

that

pro

spec

tive

buye

rs h

ave

under

stood

info

rmat

ion a

nd e

nco

ura

ge

ques

tions

6.5

re

cord

sig

nific

ant

com

men

ts r

egar

din

g p

roper

ties

of

inte

rest

in lin

e w

ith o

rgan

isational

pro

cedure

s

6.6

id

entify

pro

per

ties

of in

tere

st a

nd a

gre

e act

ions

with p

rosp

ective

buye

r to

pro

gre

ss v

iew

ings

6.7

ca

rry

out

the

visi

t in

acc

ord

ance

with a

ny

conditio

ns

or

rest

rict

ions

within

the

area

6.8

ta

ke s

teps

to m

ain

tain

hea

lth,

safe

ty a

nd s

ecurity

fo

r al

l par

ties

6.9

m

ainta

in c

lear

and a

ccura

te r

ecord

s an

d info

rm

rele

vant

colle

agues

of

visi

ts a

nd t

hei

r outc

om

es

6.1

0

com

ply

with a

ll re

leva

nt

legis

lation,

guid

elin

es a

nd

codes

of

pra

ctic

e re

leva

nt

to c

onduct

ing

acco

mpan

ied v

isits

Page 91: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

87

Lear

ner

nam

e:________________________________________

Dat

e:___________________________

Lear

ner

sig

nat

ure

:_____________________________________

Dat

e:___________________________

Ass

esso

r si

gnat

ure

:____________________________________

Dat

e:___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

______________________________

(if

sam

ple

d)

Dat

e:___________________________

Page 92: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

88

Page 93: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

89

Unit 13: Conduct Accompanied Visits Around Development Sites

Unit reference number: A/601/3147

QCF level: 3

Credit value: 4

Guided learning hours: 10

Unit summary

This unit is about accompanying prospective buyers on visits to development sites. It includes providing the prospective buyers with relevant information regarding the development and identifying the type(s) of properties of interest to the buyers.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 94: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

90

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d o

rganis

ational

pro

cedure

s fo

r co

nduct

ing

acco

mpan

ied v

isits

around

dev

elopm

ent

site

s

1.1

st

ate

the

range

of

serv

ices

off

ered

by

the

org

anis

atio

n w

hic

h m

ay a

ssis

t pro

spec

tive

buye

rs

1.2

des

crib

e th

e org

anis

ational

pro

cedure

s fo

r:

conta

ctin

g p

rosp

ective

buye

rs

reco

rdin

g info

rmation a

bout

visi

ts

reco

rdin

g t

he

outc

om

es o

f vi

sits

1.3

st

ate

the

limits

of ow

n r

esponsi

bili

ty a

nd a

uth

ority

fo

r co

nduct

ing a

ccom

pan

ied v

isits

around

dev

elopm

ent

site

s

1.4

st

ate

the

org

anis

ational

pro

cedure

s fo

r re

port

ing

issu

es t

hat

are

outs

ide

ow

n r

esponsi

bili

ty a

nd

auth

ority

when

conduct

ing a

ccom

pan

ied v

isits

around d

evel

opm

ent

site

s

Page 95: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

91

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Under

stan

d t

he

new

dev

elopm

ent

mar

ket

2.1

lis

t th

e ke

y fe

ature

s of th

e lo

cal pro

per

ty a

rea

whic

h a

re o

f in

tere

st t

o p

rosp

ective

buye

rs

2.2

des

crib

e how

to inte

rpre

t pla

ns,

dra

win

gs

and

model

s re

lating t

o d

evel

opm

ent

site

s

2.3

des

crib

e th

e st

ages

and s

equen

ces

of dev

elopm

ent

at m

ost

sites

2.4

des

crib

e how

to iden

tify

:

typic

al p

roper

ty p

rice

s in

the

area

diffe

rent

types

of pro

per

ty t

hat

are

selli

ng

2.5

st

ate

what

info

rmat

ion is

requir

ed a

bout

pro

spec

tive

buye

rs t

o m

atch

to a

vaila

ble

pro

per

ties

2.6

st

ate

how

to o

bta

in info

rmation a

bout

pro

spec

tive

buye

rs

2.7

des

crib

e how

to a

cces

s in

form

atio

n a

bout

the

site

an

d t

he

pro

per

ties

bei

ng d

evel

oped

2.8

lis

t fa

ctors

to c

onsi

der

when

matc

hin

g p

roper

ties

to

pro

spec

tive

buye

rs’ re

quirem

ents

Page 96: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

92

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Know

how

to d

evel

op

rela

tionsh

ips

with

pro

spec

tive

buye

rs

3.1

lis

t th

e m

ain

typ

es o

f buye

r of re

siden

tial

pro

per

ties

3.2

id

entify

fact

ors

that

influen

ce p

rosp

ective

buye

r dec

isio

ns

3.3

outlin

e w

hat

info

rmation c

an b

e pro

vided

to

pro

spec

tive

buye

rs

3.4

des

crib

e ty

pes

of

visi

ting c

onditio

ns

and r

estr

ictions

that

may

apply

to d

iffe

rent

dev

elopm

ent

site

s

3.5

lis

t ty

pic

al q

ues

tions

aske

d b

y pro

spec

tive

buye

rs

3.6

st

ate

how

typ

ical

ques

tions

from

pro

spec

tive

buye

rs

should

be

addre

ssed

3.7

st

ate

what

act

ions

should

be

take

n w

hen

a

pro

spec

tive

buye

r ex

pre

sses

inte

rest

in a

pro

per

ty

Page 97: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

93

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Be

able

to r

evie

w

dev

elopm

ent

site

s 4.1

obta

in u

p-t

o-d

ate

info

rmation r

elev

ant

to t

he

sale

of pro

per

ties

on d

evel

opm

ent

site

s

4.2

id

entify

the

types

and loca

tions

of

loca

l se

rvic

es

and a

men

itie

s

4.3

obta

in c

lear

and a

ccura

te p

lans,

dra

win

gs

and

acce

ss t

o m

odel

s of

dev

elopm

ent

site

s

4.4

id

entify

the

stag

es o

f dev

elopm

ent

of th

e pro

per

ties

an

d a

men

itie

s on s

ites

4.5

obta

in c

urr

ent

mark

etin

g m

ate

rial

s re

lating t

o s

ites

an

d t

he

pro

pose

d p

roper

ty

4.6

id

entify

the

mai

n fea

ture

s of th

e pro

per

ties

av

aila

ble

incl

udin

g:

type

of pro

per

ty

dim

ensi

ons

const

ruct

ion m

ethods

and m

ater

ials

price

s

tim

esca

les

for

occ

upan

cy

indic

ation o

f sa

les

indic

ation o

f in

tere

st

4.7

id

entify

the

arra

ngem

ents

req

uired

for

acco

mpan

ying v

isitors

to d

evel

opm

ent

site

s,

incl

udin

g r

oute

s w

hic

h a

re s

afe

and a

cces

sible

Page 98: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

94

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5

Be

able

to p

lan t

o v

isit

dev

elopm

ent

site

s w

ith

pro

spec

tive

buye

rs

5.1

co

nfirm

with t

he

pote

ntial

buye

r th

e ty

pes

of

pro

per

ties

whic

h a

re o

f in

tere

st

5.2

co

nfirm

the

arra

ngem

ents

for

the

visi

t w

ith a

ll re

leva

nt

par

ties

5.3

en

sure

the

pro

spec

tive

buye

r has

acc

ura

te a

nd

clea

r dir

ections

for

reac

hin

g a

nd a

cces

sing s

ites

5.4

en

sure

that

acce

ss t

o s

ites

and p

roper

ties

is

avai

lable

and s

afe

5.5

ta

ke a

ctio

n t

o a

ddre

ss a

ny

pro

ble

ms

with v

isitin

g

dev

elopm

ent

site

s

Page 99: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

95

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

6

Be

able

to v

isit

dev

elopm

ent

site

s w

ith

pro

spec

tive

buye

rs

6.1

at

tend a

ppoin

tmen

ts a

t th

e ag

reed

tim

e an

d p

lace

6.2

co

nfirm

with t

he

pro

spec

tive

buye

r:

ow

n iden

tity

iden

tity

of

the

pro

spec

tive

buye

r

obje

ctiv

es f

or

the

visi

t

pro

pose

d itiner

ary

thei

r ex

pec

tations

6.3

pro

mote

the

key

selli

ng p

oin

ts o

f dev

elopm

ent

site

s

6.4

pro

vide

info

rmat

ion a

bout

the

com

ple

tion s

ched

ule

fo

r diffe

rent

stag

es o

f th

e dev

elopm

ent

of

site

s

6.5

pro

vide

clea

r an

d c

onci

se info

rmat

ion u

sing p

lans,

dia

gra

ms

and m

odel

s w

ith p

rosp

ective

buye

rs

6.6

id

entify

pro

per

ties

of in

tere

st a

nd a

gre

e act

ions

with t

he

pro

spec

tive

buye

r to

pro

gre

ss v

iew

ings

6.7

ca

rry

out

site

vis

its

in a

ccord

ance

with a

ny

conditio

ns

and r

estr

ictions

in t

he

area

6.8

m

ainta

in c

lear

and a

ccura

te r

ecord

s an

d info

rm

rele

vant

colle

agues

of

visi

ts a

nd t

hei

r outc

om

es

6.9

co

mply

with a

ll re

leva

nt

legis

lation,

guid

elin

es a

nd

codes

of

pra

ctic

e re

leva

nt

to c

onduct

ing

acco

mpan

ied v

isits

Page 100: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

96

Lear

ner

nam

e:________________________________________

Dat

e:___________________________

Lear

ner

sig

nat

ure

:_____________________________________

Dat

e:___________________________

Ass

esso

r si

gnat

ure

:____________________________________

Dat

e:___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

______________________________

(if

sam

ple

d)

Dat

e:___________________________

Page 101: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

97

Unit 14: Conduct Accompanied Viewings of Properties

Unit reference number: J/601/3121

QCF level: 2

Credit value: 3

Guided learning hours: 10

Unit summary

This unit is about accompanying prospective buyers and tenants to view properties it includes providing them with relevant information and knowledge regarding the property, and answering their questions. This unit is suitable for use in a sales or lettings environment.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 102: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

98

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Know

how

to p

repar

e fo

r vi

ewin

gs

1.1

lis

t th

e ke

y fe

ature

s of th

e lo

cal pro

per

ty a

rea

whic

h a

re o

f in

tere

st t

o p

rosp

ective

buye

r/te

nan

t

1.2

lis

t th

e ty

pes

of

mar

keting m

ater

ial re

gar

din

g t

he

org

anis

atio

n’s

pro

per

ties

and h

ow

to a

cces

s th

em

1.3

st

ate

how

to o

bta

in info

rmation a

bout

any

fixt

ure

s an

d fittings

whic

h a

re incl

uded

in a

pro

per

ty

1.4

des

crib

e how

the

follo

win

g a

re iden

tified

:

typic

al p

roper

ty v

alu

es in t

he

are

a

types

of

diffe

rent

pro

per

ty t

hat

are

bei

ng

sold

/let

2

Know

how

to lia

ise

with

pro

spec

tive

buye

rs/t

enan

ts

2.1

lis

t th

e m

ain

typ

es o

f buye

rs/t

enan

ts o

f re

siden

tial

pro

per

ties

2.2

id

entify

fact

ors

that

influen

ce indiv

iduals

’ dec

isio

ns

2.3

outlin

e w

hat

info

rmation c

an b

e pro

vided

to

indiv

idual

s ab

out

pro

per

ties

2.4

des

crib

e ty

pes

of

visi

ting c

onditio

ns

and r

estr

ictions

that

may

apply

to d

iffe

rent

pro

per

ties

2.5

giv

e ex

am

ple

s of ty

pic

al q

ues

tions

ask

ed a

bout

pro

per

ties

2.6

st

ate

how

ques

tions

about

pro

per

ties

should

be

addre

ssed

2.7

st

ate

what

act

ions

should

be

take

n w

hen

inte

rest

is

expre

ssed

in a

pro

per

ty

Page 103: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

99

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Be

able

to p

repar

e to

co

nduct

acc

om

pan

ied

view

ings

3.1

co

nfirm

the

pro

per

ty is

still

ava

ilable

3.2

co

nfirm

arr

angem

ents

for

the

view

ing w

ith a

ll re

leva

nt

par

ties

3.3

obta

in c

urr

ent

mark

etin

g m

ate

rial

s fo

r th

e pro

per

ty

to b

e vi

ewed

3.4

id

entify

all

rele

vant:

spec

ific

atio

ns

for

the

pro

per

ty

det

ails

of

fixt

ure

s an

d fittings

ava

ilable

3.5

id

entify

the

types

and loca

tions

of

loca

l se

rvic

es

and a

men

itie

s

3.6

en

sure

that

indiv

idual

s have

acc

ura

te a

nd c

lear

direc

tions

for

the

pro

per

ty t

o b

e vi

ewed

3.7

ch

eck

that

acc

ess

to t

he

pro

per

ty is

avai

lable

at

the

tim

e of th

e pro

pose

d v

iew

ing

3.8

ta

ke a

ctio

n t

o a

ddre

ss a

ny

pro

ble

ms

with t

he

view

ing

Page 104: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

100

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Be

able

to c

onduct

vi

ewin

gs

of pro

per

ties

4.1

at

tend a

ppoin

tmen

ts a

t th

e ag

reed

tim

e an

d p

lace

4.2

co

nfirm

with t

he

pro

spec

tive

buye

r/te

nan

t:

ow

n iden

tity

iden

tity

of

the

pro

spec

tive

buye

r/te

nan

t

obje

ctiv

es f

or

the

view

ing

pro

pose

d itiner

ary

thei

r ex

pec

tations

4.3

pro

mote

the

key

selli

ng p

oin

ts o

f th

e pro

per

ty

4.4

pro

vide

accu

rate

info

rmat

ion a

bout

loca

l se

rvic

es

and a

men

itie

s

4.5

ch

eck

that

indiv

iduals

have

under

stood info

rmat

ion

and a

nsw

er q

ues

tions

aske

d if any

4.6

re

cord

sig

nific

ant

com

men

ts r

egar

din

g p

roper

ties

of

inte

rest

in lin

e w

ith o

rgan

isational

pro

cedure

s

4.7

id

entify

pro

per

ties

of in

tere

st a

nd a

gre

e act

ions

to

pro

gre

ss inte

rest

4.8

ca

rry

out

view

ings

in a

ccord

ance

with a

ny

conditio

ns

and r

estr

ictions

4.9

ta

ke s

teps

to m

ain

tain

hea

lth,

safe

ty a

nd s

ecurity

fo

r al

l par

ties

4.1

0

ensu

re t

hat

the

pro

per

ty is

secu

re o

n d

epar

ture

Page 105: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

101

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4.1

1

mai

nta

in c

lear

and a

ccura

te r

ecord

s of vi

ewin

gs

and

thei

r outc

om

es

4.1

2

ensu

re t

hat

rele

vant

colle

agues

are

kep

t in

form

ed

of

view

ings

and t

hei

r outc

om

es

4.1

3

com

ply

with a

ll re

leva

nt

legis

lation,

guid

elin

es a

nd

codes

of

pra

ctic

e re

leva

nt

to c

onduct

ing

acco

mpan

ied v

iew

ings

Lear

ner

nam

e:________________________________________

Dat

e:___________________________

Lear

ner

sig

nat

ure

:_____________________________________

Dat

e:___________________________

Ass

esso

r si

gnat

ure

:____________________________________

Dat

e:___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

______________________________

(if

sam

ple

d)

Dat

e:___________________________

Page 106: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

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102

Page 107: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

103

Unit 15: Qualify Prospective Buyers of Property

Unit reference number: L/601/3153

QCF level: 3

Credit value: 3

Guided learning hours: 10

Unit summary

This unit is about obtaining information regarding prospective buyers relevant to assessing their suitability towards purchasing properties, including those in which they have expressed an interest.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 108: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

104

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d o

rganis

ational

pro

cedure

s fo

r qualif

ying

pro

spec

tive

buye

rs

1.1

st

ate

the

range

of

serv

ices

off

ered

by

the

org

anis

atio

n w

hic

h m

ay a

ssis

t pro

spec

tive

buye

rs

1.2

st

ate

what

info

rmat

ion c

an b

e pro

vided

to

pro

spec

tive

buye

rs

1.3

st

ate

who s

hould

be

consu

lted

inte

rnal

ly a

bout

the

suitab

ility

of pro

spec

tive

buye

rs

1.4

des

crib

e th

e org

anis

ational

pro

cedure

s fo

r re

cord

ing info

rmation a

bout

qualif

ying o

f buye

rs

1.5

st

ate

the

limits

of ow

n r

esponsi

bili

ty a

nd a

uth

ority

fo

r qual

ifyi

ng p

rosp

ective

buye

rs

1.6

st

ate

org

anis

atio

nal pro

cedure

s fo

r re

port

ing iss

ues

th

at a

re o

uts

ide

ow

n r

esponsi

bili

ty a

nd a

uth

ority

w

hen

qual

ifyi

ng p

rosp

ective

buye

rs

Page 109: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

105

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Know

how

to q

ual

ify

pro

spec

tive

buye

rs

2.1

des

crib

e fa

ctors

that

may

aff

ect

pro

spec

tive

buye

rs:

abili

ty t

o b

uy

a p

roper

ty

acce

pta

bili

ty t

o s

elle

rs

2.2

st

ate

what

info

rmat

ion is

nee

ded

to d

eter

min

e pro

spec

tive

buye

rs’ ci

rcum

stan

ces

2.3

st

ate

the

import

ance

of

expla

inin

g t

o t

he

pro

spec

tive

buye

r w

hy

info

rmation a

bout

them

is

required

2.4

st

ate

what

info

rmat

ion m

ust

be

obta

ined

fro

m o

ther

org

anis

atio

ns

2.5

st

ate

the

import

ance

of

mai

nta

inin

g c

onfiden

tial

ity

when

obta

inin

g info

rmat

ion fro

m o

ther

org

anis

atio

ns

2.6

lis

t is

sues

that

can

ari

se w

hen

see

king info

rmat

ion

2.7

des

crib

e how

to a

ddre

ss a

ny

issu

es t

hat

may

arise

w

hen

see

king info

rmat

ion

Page 110: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

106

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Be

able

to o

bta

in

info

rmat

ion t

o q

ual

ify

pro

spec

tive

buye

rs

3.1

co

nfirm

info

rmat

ion a

bout

pro

spec

tive

buye

rs t

o

esta

blis

h t

hei

r ci

rcum

stance

s re

leva

nt

to b

uyi

ng a

pro

per

ty

3.2

obta

in p

erm

issi

on fro

m t

he

pro

spec

tive

buye

r to

se

ek furt

her

info

rmation f

rom

oth

er o

rgan

isat

ions

wher

e re

leva

nt

3.3

fo

llow

org

anis

atio

nal

pro

cedure

s to

obta

in

info

rmat

ion r

egar

din

g p

rosp

ective

buye

rs f

rom

oth

er o

rganis

atio

ns

3.4

gat

her

info

rmat

ion fro

m t

he

pro

spec

tive

buye

r in

cludin

g:

- w

het

her

a m

ort

gag

e is

req

uired

- w

het

her

the

pro

spec

tive

buye

r has

cash

ava

ilable

to

war

ds

a p

urc

hase

- w

het

her

the

pro

spec

tive

buye

r has

a p

roper

ty t

o

sell

- th

e tim

esca

le for

pro

gre

ssin

g a

sal

e

3.5

lis

t is

sues

that

can

ari

se w

hen

see

king info

rmat

ion

3.6

des

crib

e how

to a

ddre

ss a

ny

issu

es t

hat

can

arise

w

hen

see

king info

rmat

ion

Page 111: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

107

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Be

able

to q

ual

ify

pro

spec

tive

buye

rs

4.1

det

erm

ine

any

fact

ors

that

will

affec

t pro

spec

tive

buye

rs’ su

itab

ility

4.2

as

sess

if a p

rosp

ective

buye

r co

uld

pro

ceed

to

purc

hase

when

inte

rest

in a

part

icula

r pro

per

ty h

as

bee

n e

xpre

ssed

4.3

co

nsu

lt w

ith r

elev

ant

peo

ple

about

asse

ssin

g t

he

suitab

ility

of th

e pro

spec

tive

buye

r

4.4

in

form

the

rele

vant

peo

ple

follo

win

g t

he

asse

ssm

ent

dec

isio

n incl

udin

g t

he

rational

e

4.5

ch

eck

that

pro

spec

tive

buye

rs h

ave

under

stood t

he

info

rmat

ion a

nd e

nco

ura

ge

ques

tions

4.6

m

ainta

in u

p t

o d

ate

reco

rds

in lin

e w

ith

org

anis

atio

nal

pro

cedure

s

4.7

co

mply

with a

ll re

leva

nt

legis

lation,

guid

elin

es a

nd

codes

of

pra

ctic

e re

lating t

o q

ualif

ying p

rosp

ective

buye

rs

Lear

ner

nam

e:________________________________________

Dat

e:___________________________

Lear

ner

sig

nat

ure

:_____________________________________

Dat

e:___________________________

Ass

esso

r si

gnat

ure

:____________________________________

Dat

e:___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

______________________________

(if

sam

ple

d)

Dat

e:___________________________

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N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

108

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N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

109

Unit 16: Progress Sales of Residential Property

Unit reference number: Y/601/3155

QCF level: 3

Credit value: 4

Guided learning hours: 10

Unit summary

This unit is about taking instruction regarding the sale of residential property and progressing the sale in liaison with all relevant parties, such as financial and legal advisers, to a successful conclusion. It includes addressing any factors impacting upon the progress of the sale, such as any changes to circumstances, or the outcomes of reports, in line with your responsibility and authority.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 114: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

110

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d o

rganis

ational

pro

cedure

s fo

r pro

gre

ssin

g

the

sale

of re

siden

tial

pro

per

ty

1.1

des

crib

e th

e org

anis

ational

pro

cedure

s fo

r m

ainta

inin

g u

p-t

o-d

ate

rec

ord

s an

d a

gre

emen

ts

about

the

pro

gre

ss o

f a

sale

1.2

st

ate

why

it is

import

ant

to:

mai

nta

in u

p-t

o-d

ate

reco

rds

and a

gre

emen

ts

reco

rd t

he

com

ple

tion o

f a

sale

and t

o n

otify

all

re

leva

nt

par

ties

1.3

des

crib

e th

e org

anis

ational

pro

cedure

s fo

r am

endin

g o

r dis

posi

ng o

f m

arke

ting m

ater

ials

fo

llow

ing t

he

sale

of

resi

den

tial pro

per

ty

1.4

st

ate

the

limits

of ow

n r

esponsi

bili

ty a

nd a

uth

ority

fo

r pro

gre

ssin

g t

he

sale

of re

siden

tial

pro

per

ty

1.5

st

ate

the

org

anis

ational

pro

cedure

s fo

r re

port

ing

issu

es t

hat

are

outs

ide

ow

n r

esponsi

bili

ty a

nd

auth

ority

when

pro

gre

ssin

g t

he

sale

of re

siden

tial

pro

per

ty

Page 115: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

111

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Know

whic

h p

arties

and

docu

men

tation a

re

invo

lved

with p

rogre

ssin

g

sale

s of re

siden

tial

pro

per

ty

2.1

lis

t th

e diffe

rent

par

ties

invo

lved

in p

rogre

ssin

g t

he

sale

of

resi

den

tial

pro

per

ty

2.2

des

crib

e th

e ro

les

and r

esponsi

bili

ties

of

the

diffe

rent

par

ties

invo

lved

in t

he

selli

ng p

roce

ss

2.3

ex

pla

in t

he

pro

cess

when

sel

ling r

esid

ential

pro

per

ty

2.4

st

ate

what

info

rmat

ion is

requir

ed in p

rogre

ssin

g

the

sale

of re

siden

tial

pro

per

ty

2.5

st

ate

who is

resp

onsi

ble

for

acce

ssin

g info

rmat

ion

required

to p

rogre

ss a

sal

e

2.6

st

ate

how

to a

cces

s th

e in

form

ation f

or

whic

h y

ou

are

resp

onsi

ble

2.7

lis

t th

e docu

men

tation r

equired

to p

rogre

ss a

sal

e

2.8

st

ate

whic

h p

arties

req

uire

docu

men

tation t

o

pro

gre

ss a

sal

e

2.9

st

ate

who is

resp

onsi

ble

for

acce

ssin

g t

he

docu

men

tation t

o p

rogre

ss a

sal

e

2.1

0

des

crib

e fa

ctors

that

can

im

pact

upon t

he

pro

gre

ss

of a s

ale

2.1

1

stat

e w

hy

it is

import

ant

to m

onitor

the

pro

gre

ss o

f a

sale

2.1

2

des

crib

e th

e ac

tions

to t

ake

when

pro

ble

ms

occ

ur

when

pro

gre

ssin

g s

ales

Page 116: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

112

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Under

stan

d h

ow

to

pro

gre

ss s

ales

of

resi

den

tial pro

per

ty

3.1

ex

pla

in t

he

pote

ntial

typ

es o

f dis

pute

that

can o

ccur

when

sel

ling p

roper

ty

3.2

des

crib

e th

e org

anis

ational

pro

cedure

s fo

r re

solv

ing

dis

pute

s, incl

udin

g t

he

docu

men

tation r

equired

3.3

ex

pla

in t

he

import

ance

of en

suring t

hat

all

par

ties

ar

e in

form

ed o

f th

e pro

gre

ss o

f th

e sa

le

3.4

lis

t th

e ty

pes

of

pay

men

ts invo

lved

in p

rogre

ssin

g

the

sale

of re

siden

tial

pro

per

ty

3.5

st

ate

the

poin

ts in t

he

sale

s pro

cess

wher

e pay

men

ts a

re r

equired

3.6

ex

pla

in h

ow

to p

roce

ss d

iffe

rent

types

of

pay

men

t in

lin

e w

ith o

rgan

isat

ional

pro

cedure

s

Page 117: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

113

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Plan

and im

ple

men

t th

e sa

les

of pro

per

ty

4.1

id

entify

the

selle

r, b

uye

r an

d a

ll re

leva

nt

par

ties

in

volv

ed in t

he

sale

of th

e pro

per

ty

4.2

id

entify

the

info

rmation r

equired

and n

eces

sary

ac

tions

to p

rogre

ss t

he

sale

of

the

pro

per

ty

4.3

det

erm

ine

the

sequen

ce,

dura

tion a

nd d

eadlin

es for

com

ple

tion o

f th

e sa

le w

ithin

the

agre

ed t

imes

cale

s

4.4

id

entify

any

fact

ors

that

could

im

pac

t upon t

he

concl

usi

on o

f th

e sa

le

4.5

fo

llow

org

anis

atio

nal

pro

cedure

s to

addre

ss a

ny

fact

ors

that

could

im

pac

t on t

he

concl

usi

on o

f th

e sa

le

4.6

in

form

all

par

ties

of

thei

r re

sponsi

bili

ties

tow

ards

ensu

ring t

he

concl

usi

on o

f th

e sa

le

4.7

lia

ise

with a

ll part

ies

and e

xchange

rele

vant

info

rmat

ion

4.8

co

mm

unic

ate

info

rmat

ion t

o t

he

rele

vant

par

ties

en

suring t

hat

it

has

bee

n r

ecei

ved a

nd u

nder

stood

4.9

en

sure

that

info

rmation is

pre

sente

d c

onci

sely

and

pro

mote

s under

stan

din

g

4.1

0

up-t

o-d

ate

reco

rds

of

info

rmat

ion r

ecei

ved in lin

e w

ith o

rgan

isat

ional

pro

cedure

s

Page 118: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

114

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5

Monitor

the

pro

gre

ss o

f sa

les

to t

hei

r co

ncl

usi

on

5.1

m

onitor

the

actions

under

take

n b

y re

leva

nt

par

ties

in

pro

gre

ssin

g t

he

sale

5.2

id

entify

any

fact

ors

whic

h im

pact

posi

tive

ly o

r neg

ativ

ely

on t

he

pro

gre

ss o

f th

e sa

le

5.3

en

sure

that

all docu

men

tation is

mad

e av

aila

ble

to

rele

vant

par

ties

in lin

e w

ith o

rgan

isat

ional

pro

cedure

s

5.4

id

entify

any

fact

ors

del

ayin

g t

he

pro

gre

ss o

f th

e sa

le

5.5

id

entify

options

for

ove

rcom

ing d

elayi

ng fac

tors

5.6

ag

ree

options

for

ove

rcom

ing d

elay

ing f

act

ors

with

rele

vant

par

ties

5.7

ta

ke a

ctio

n w

her

e nec

essa

ry t

o o

bta

in info

rmat

ion

to a

ddre

ss a

ny

dis

pute

s fo

llow

ing o

rgan

isat

ional

pro

cedure

s

5.8

m

ainta

in r

egula

r co

nta

ct w

ith a

ll re

leva

nt

par

ties

5.9

pro

vide

feed

bac

k to

buye

rs a

nd s

elle

rs r

egar

din

g

the

pro

gre

ss o

f th

e sa

le

5.1

0

pro

vide

sugges

tions

to b

uye

rs a

nd s

elle

rs t

o a

ssis

t th

e pro

gre

ss o

f sa

les

wher

e re

leva

nt

5.1

1

ensu

re t

hat

all paym

ents

and o

ther

req

uirem

ents

fo

r co

mple

ting t

he

sale

are

fulfill

ed w

ithin

the

agre

ed t

imes

cale

s

Page 119: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

115

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5.1

2

info

rm a

ll re

leva

nt

part

ies

about

the

com

ple

tion o

f th

e sa

le

5.1

3

ensu

re t

hat

all m

ark

etin

g m

ater

ials

are

am

ended

or

dis

pose

d o

f fo

llow

ing c

om

ple

tion

5.1

4

com

ply

with a

ll re

leva

nt

legis

lation,

guid

elin

es a

nd

codes

of

pra

ctic

e re

lating t

o p

rogre

ssin

g t

he

sale

of

resi

den

tial pro

per

Lear

ner

nam

e:________________________________________

Dat

e:___________________________

Lear

ner

sig

nat

ure

:_____________________________________

Dat

e:___________________________

Ass

esso

r si

gnat

ure

:____________________________________

Dat

e:___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

______________________________

(if

sam

ple

d)

Dat

e:___________________________

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116

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117

Unit 17: Progress the Part-exchange of Properties

Unit reference number: H/601/3160

QCF level: 3

Credit value: 4

Guided learning hours: 10

Unit summary

This unit is about the part-exchange of properties. It includes advising customers regarding the part-exchanges and obtaining agreement regarding the value of the properties involved. It also includes liaising with relevant parties to progress agreed part-exchanges and monitoring their progress.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 122: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

118

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d leg

al a

nd

org

anis

atio

nal

pro

cedure

s fo

r pro

gre

ssin

g t

he

par

t-ex

chan

ge

of pro

per

ties

1.1

lis

t th

e:

legis

lation

guid

elin

es

codes

of

pra

ctic

e

rele

vant

to p

rogre

ssin

g t

he

par

t-ex

chan

ge

of

pro

per

ties

1.2

ex

pla

in h

ow

leg

isla

tion,

guid

elin

es a

nd c

odes

of

pra

ctic

e im

pac

t on p

rogre

ssin

g t

he

par

t-ex

chan

ge

of pro

per

ties

1.3

ev

aluat

e th

e ra

nge

of se

rvic

es o

ffer

ed b

y th

e org

anis

atio

n w

hic

h m

ay a

ssis

t pro

spec

tive

buye

rs

1.4

ex

pla

in t

he

org

anis

atio

nal

pro

cedure

s fo

r:

- re

cord

ing t

he

pro

gre

ss o

f th

e par

t-ex

change

- am

endin

g o

r dis

posi

ng o

f m

arke

ting m

ate

rial

s

1.5

ex

pla

in t

he

limits

of ow

n r

esponsi

bili

ty a

nd

auth

ority

for

pro

gre

ssin

g t

he

par

t-ex

chan

ge

of

pro

per

ties

1.6

st

ate

the

org

anis

ational

pro

cedure

s fo

r re

port

ing

issu

es t

hat

are

outs

ide

ow

n r

esponsi

bili

ty a

nd

auth

ority

when

pro

gre

ssin

g t

he

par

t-ex

chan

ge

of

pro

per

ties

Page 123: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

119

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Know

how

to p

rogre

ss t

he

par

t-ex

change

of

pro

per

ties

2.1

def

ine

the

diffe

rent

par

ties

invo

lved

in p

rogre

ssin

g

the

par

t-ex

chan

ge

of

resi

den

tial

pro

per

ty

2.2

ex

pla

in t

he

role

s an

d r

esponsi

bili

ties

of th

e diffe

rent

par

ties

invo

lved

in p

rogre

ssin

g t

he

par

t-ex

chan

ge

of re

siden

tial pro

per

ty

2.3

ex

pla

in t

he

par

t-ex

chan

ge

pro

cess

2.4

des

crib

e w

hat

info

rmat

ion a

nd d

ocu

men

tation is

required

in p

rogre

ssin

g p

art-

exch

anges

2.5

id

entify

those

who a

re r

esponsi

ble

for

acce

ssin

g

info

rmat

ion a

nd d

ocu

men

tation o

n p

rogre

ssin

g

par

t-ex

changes

2.6

st

ate

the

part

ies

that

require

docu

men

tation for

pro

gre

ssin

g p

art-

exch

anges

2.7

giv

e ex

am

ple

s of fa

ctors

that

can im

pact

upon t

he

pro

gre

ss o

f a

par

t-ex

chan

ge

2.8

des

crib

e w

hy

it is

import

ant

to m

onitor

the

pro

gre

ss o

f a

par

t-ex

chan

ge

2.9

ex

pla

in w

hy

it is

import

ant

that

rel

evan

t par

ties

are

in

form

ed o

f th

e pro

gre

ss o

f a

part

-exc

han

ge

2.1

0

expla

in w

hy

it is

import

ant

to r

ecord

the

com

ple

tion

of a p

art-

exch

ange

and t

o n

otify

rel

evan

t par

ties

Page 124: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

120

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Be

able

to p

repar

e th

e par

t-ex

change

of

pro

per

ties

3.1

co

nfirm

that

a p

art-

exch

ange

is s

uitab

le w

ith

rele

vant

par

ties

3.2

in

form

pro

spec

tive

buye

rs o

f th

e im

plic

atio

ns

on t

he

cost

s an

d t

imes

cale

s fo

r par

t-ex

chan

gin

g

3.3

ch

eck

that

the

cust

om

er h

as

under

stood t

he

implic

atio

ns

of

cost

s an

d t

imes

cale

s

3.4

obta

in info

rmat

ion r

egar

din

g t

he

valu

e of

the

pro

per

ties

invo

lved

3.5

ag

ree

the

valu

e of th

e pro

per

ties

invo

lved

with

rele

vant

par

ties

3.6

id

entify

and a

ddre

ss a

ny

issu

es r

elating t

o

valu

atio

ns

3.7

obta

in a

ny

nec

essa

ry a

ppro

vals

for

the

par

t-ex

chan

ge

to p

roce

ed

Page 125: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

121

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Be

able

to p

rogre

ss t

he

par

t-ex

change

of

pro

per

ties

4.1

is

sue

rele

vant

info

rmat

ion a

bout

appro

ved p

art-

exch

anges

to t

he

rele

vant

par

ties

4.2

en

sure

that

info

rmation r

elat

ing t

o leg

al and o

ther

pro

cedure

s fo

r appro

ved p

art-

exch

anges

is

pro

cess

ed

4.3

m

onitor

the

pro

gre

ss o

f par

t-ex

chan

ges

with

rele

vant

par

ties

4.4

id

entify

any

fact

ors

del

ayin

g t

he

pro

gre

ss a

nd

com

ple

tion o

f th

e par

t-ex

chan

ge

4.5

id

entify

act

ions

that

nee

d t

o b

e ta

ken in o

rder

to

addre

ss f

act

ors

in lin

e w

ith o

rgan

isat

ional

pro

cedure

s

4.6

notify

rel

evan

t par

ties

of th

e pro

gre

ss a

nd

com

ple

tion o

f par

t-ex

chan

ges

4.7

m

ainta

in r

ecord

s re

gar

din

g t

he

pro

cess

and

com

ple

tion o

f par

t-ex

chan

ges

4.8

co

mply

with r

elev

ant

legis

lation,

guid

elin

es a

nd

codes

of

pra

ctic

e re

lating t

o p

rogre

ssin

g t

he

par

t-ex

chan

ge

of pro

per

ties

Page 126: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

122

Lear

ner

nam

e:________________________________________

Dat

e:___________________________

Lear

ner

sig

nat

ure

:_____________________________________

Dat

e:___________________________

Ass

esso

r si

gnat

ure

:____________________________________

Dat

e:___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

______________________________

(if

sam

ple

d)

Dat

e:___________________________

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123

Unit 18: Agree Specifications for New Properties with Buyers

Unit reference number: K/601/3161

QCF level: 3

Credit value: 4

Guided learning hours: 10

Unit summary

This unit is about liaising with buyers regarding the specifications to be included within new properties which they are purchasing. The specifications can cover the structure of the property, finishes, fixtures and fittings, furnishings and any appliances available. It includes agreeing those specifications required and progressing these correctly.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 128: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

124

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d leg

al a

nd

org

anis

atio

nal

pro

cedure

s fo

r ag

reei

ng s

pec

ific

ations

for

new

pro

per

ties

with

pro

spec

tive

buye

rs

1.1

lis

t th

e:

legis

lation

guid

elin

es

codes

of

pra

ctic

e

rele

vant

to a

gre

eing s

pec

ific

atio

ns

for

new

pro

per

ties

with b

uye

rs

1.2

ex

pla

in h

ow

leg

isla

tion,

guid

elin

es a

nd c

odes

of

pra

ctic

e im

pac

t on a

gre

eing s

pec

ific

atio

ns

for

new

pro

per

ties

1.3

giv

e ex

am

ple

s of th

e ty

pes

and r

ange

of

spec

ific

atio

ns

ava

ilable

for

new

pro

per

ties

1.4

ev

aluat

e th

e ad

vanta

ges

and d

isad

vanta

ges

of

the

types

and r

ange

of

spec

ific

atio

ns

ava

ilable

1.5

ex

pla

in w

hy

it is

import

ant

to e

nsu

re t

hat

pro

spec

tive

buye

rs a

re g

iven

an o

pport

unity

to

consi

der

spec

ific

atio

ns

1.6

ex

pla

in h

ow

to a

cquire

the

nec

essa

ry d

etai

ls fro

m

pro

spec

tive

buye

rs w

hen

agre

eing t

hei

r re

quirem

ents

for

spec

ific

atio

ns

1.7

ex

pla

in h

ow

to o

bta

in info

rmat

ion r

egard

ing c

ost

s an

d t

imes

cale

s fo

r diffe

rent

spec

ific

atio

ns

Page 129: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

125

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d leg

al a

nd

org

anis

atio

nal

pro

cedure

s fo

r ag

reei

ng s

pec

ific

ations

for

new

pro

per

ties

with

pro

spec

tive

buye

rs

1.8

des

crib

e th

e org

anis

ational

pro

cedure

s fo

r re

cord

ing info

rmation

1.9

ex

pla

in t

he

limits

of ow

n r

esponsi

bili

ty a

nd

auth

ority

for

agre

eing s

pec

ific

ations

for

new

pro

per

ties

1.1

0

expla

in t

he

org

anis

atio

nal

pro

cedure

s fo

r re

port

ing

issu

es t

hat

are

outs

ide

ow

n r

esponsi

bili

ty a

nd

auth

ority

when

agre

eing s

pec

ific

atio

ns

for

new

pro

per

ties

2

Under

stan

d h

ow

to a

gre

e sp

ecific

atio

ns

for

new

pro

per

ties

with

pro

spec

tive

buye

rs

2.1

ex

pla

in w

hy

it is

import

ant

to o

bta

in a

ppro

vals

and

docu

men

ted a

gre

emen

ts f

rom

pro

spec

tive

buye

rs

2.2

an

alys

e fa

ctors

that

may

im

pact

whet

her

pro

spec

tive

buye

rs’ re

quirem

ents

can

be

met

2.3

giv

e ex

am

ple

s of is

sues

that

mig

ht

arise

during

imple

men

tation o

f th

e sp

ecific

ations

2.4

ex

pla

in w

hy

it is

import

ant

to a

ddre

ss iss

ues

that

m

ay a

ffec

t im

ple

men

tation o

f sp

ecific

atio

ns

2.5

ex

pla

in w

hy

it is

import

ant

to e

nsu

re t

hat

rel

evan

t par

ties

are

notified

of

agre

ed s

pec

ific

ations

Page 130: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

126

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Be

able

to a

gre

e sp

ecific

atio

ns

for

new

pro

per

ties

with

pro

spec

tive

buye

rs

3.1

id

entify

the

bre

adth

of sp

ecific

atio

ns

avai

lable

to

mee

t pro

spec

tive

buye

rs r

equirem

ents

3.2

ev

aluat

e w

ith p

rosp

ective

buye

rs t

he

spec

ific

ations

avai

lable

for

new

pro

per

ties

3.3

ag

ree

det

ails

of pro

spec

tive

buye

rs’ re

quirem

ents

an

d t

hei

r pre

ferr

ed s

pec

ific

ations

3.4

fo

llow

org

anis

atio

nal

pro

cedure

s fo

r pro

gre

ssin

g

imple

men

tation o

f ag

reed

spec

ific

atio

ns

3.5

m

ainta

in u

p-t

o-d

ate

reco

rds

of

pro

spec

tive

buye

rs

requirem

ents

and s

pec

ific

ations

agre

ed

Page 131: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

127

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Be

able

to p

rogre

ss

spec

ific

atio

ns

for

new

pro

per

ties

with

pro

spec

tive

buye

rs

4.1

id

entify

any

fact

ors

whic

h m

ight

affe

ct t

he

requirem

ents

bei

ng m

et

4.2

notify

pro

spec

tive

buye

rs o

n t

he

fact

ors

that

mig

ht

affe

ct t

he

requirem

ents

bei

ng m

et

4.3

id

entify

act

ions

that

nee

d t

o b

e ta

ken in o

rder

to

addre

ss p

roble

ms

4.4

ex

pla

in t

he

cost

s an

d t

imes

cale

s as

soci

ated

with

the

del

iver

y of

spec

ific

atio

ns

to p

rosp

ective

buye

rs

4.5

neg

otiate

pro

spec

tive

buye

rs a

gre

emen

t re

gar

din

g

spec

ific

atio

ns

required

4.6

obta

in a

ny

nec

essa

ry a

ppro

vals

for

the

spec

ific

atio

ns

required

4.7

pre

sent

info

rmat

ion t

o p

rosp

ective

buye

rs

4.8

ch

eck

that

pro

spec

tive

buye

rs h

ave

under

stood t

he

info

rmat

ion a

nd e

nco

ura

ge

ques

tions

4.9

m

onitor

pro

gre

ss in im

ple

men

ting s

pec

ific

atio

ns

4.1

0

addre

ss a

ny

issu

es t

hat

pre

vent

spec

ific

atio

ns

bei

ng

met

wher

e nec

essa

ry

Page 132: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

128

Lear

ner

nam

e:________________________________________

Dat

e:___________________________

Lear

ner

sig

nat

ure

:_____________________________________

Dat

e:___________________________

Ass

esso

r si

gnat

ure

:____________________________________

Dat

e:___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

______________________________

(if

sam

ple

d)

Dat

e:___________________________

Page 133: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

129

Unit 19: Hand Over New Properties to Buyers

Unit reference number: J/601/3166

QCF level: 3

Credit value: 3

Guided learning hours: 10

Unit summary

This unit is about inspecting new properties during their development to ensure that specifications agreed with your customer are being fulfilled, and then completing the hand-over to the customer when the property is available. The specifications can cover the structure of the property, finishes, fixtures and fittings, furnishings and any appliances available.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 134: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

130

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d o

rganis

ational

pro

cedure

s fo

r th

e hand-

ove

r of new

pro

per

ties

to

buye

rs

1.1

ex

pla

in t

he

org

anis

atio

nal

pro

cedure

s fo

r in

spec

ting

and h

andin

g o

ver

new

pro

per

ties

to b

uye

rs

1.2

ex

pla

in w

hy

it is

import

ant

to o

bta

in a

ppro

vals

and

docu

men

ted a

gre

emen

ts f

rom

pro

spec

tive

buye

rs

1.3

ex

pla

in t

he

org

anis

atio

nal

pro

cedure

s fo

r re

cord

ing

insp

ections

and t

he

hand-o

ver

of new

pro

per

ties

1.4

ex

pla

in t

he

limits

of ow

n lim

its

of re

sponsi

bili

ty a

nd

auth

ority

for

the

han

d-o

ver

of

new

pro

per

ties

1.5

ex

pla

in t

he

org

anis

atio

nal

pro

cedure

s fo

r re

port

ing

issu

es t

hat

are

outs

ide

of

ow

n r

esponsi

bili

ty a

nd

auth

ority

when

han

din

g o

ver

new

pro

per

ties

Page 135: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

131

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Under

stan

d h

ow

to

com

ple

te t

he

han

d-o

ver

of

new

pro

per

ties

to b

uye

rs

2.1

ex

pla

in w

hy

it is

import

ant

to insp

ect

new

pro

per

ties

as

they

are

bei

ng c

onst

ruct

ed a

nd fitte

d

out

2.2

ex

pla

in w

hy

it is

import

ant

to e

nsu

re t

hat

the

new

pro

per

ty is

clea

n a

nd t

idy

2.3

ex

pla

in t

he

docu

men

tation a

nd inst

ruct

ion m

anual

s th

at

nee

d t

o b

e obta

ined

prior

to h

and-o

ver

to t

he

pro

spec

tive

buye

r

2.4

giv

e ex

am

ple

s of th

e ty

pes

of fitt

ings

and

applia

nce

s w

hic

h r

equire

expla

nat

ion a

s to

how

th

ey w

ork

2.5

an

alys

e th

e m

ain t

ypes

of

quer

ies

or

pro

ble

ms

that

ca

n a

rise

when

movi

ng into

a n

ew p

roper

ty

2.6

des

crib

e th

e co

nta

ct p

roce

dure

s av

aila

ble

to

pro

spec

tive

buye

rs for

dea

ling w

ith q

uer

ies

or

pro

ble

ms

Page 136: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

132

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Be

able

to insp

ect

new

pro

per

ty p

rior

to its

han

d-

ove

r to

buye

rs

3.1

id

entify

the

appro

ved s

pec

ific

ations

for

the

new

pro

per

ty a

s ag

reed

with t

he

pro

spec

tive

buye

r

3.2

in

spec

t th

e pro

gre

ss o

f new

pro

per

ties

at

appro

priat

e in

terv

als

to m

onitor

that

spec

ific

atio

ns

are

bei

ng m

et

3.3

ch

eck

that

all

fitt

ings

and a

pplia

nce

s ar

e in

work

ing

ord

er

3.4

ad

dre

ss a

ny

pro

ble

ms

with fittings

and a

pplia

nce

s pro

mptly

3.5

id

entify

any

varian

ces

from

agre

ed s

pec

ific

atio

ns

3.6

ta

ke a

ctio

n t

o a

ddre

ss v

aria

nce

s in

the

spec

ific

ation

3.7

ad

dre

ss a

ny

pro

ble

ms

with c

leanlin

ess

or

redundan

t m

ater

ials

3.8

obta

in a

ll docu

men

ts a

nd inst

ruct

ion m

anual

s re

lating t

o p

roper

ties

in p

repar

atio

n for

han

d-o

ver

to b

uye

rs

3.9

m

ainta

in a

ccura

te a

nd c

om

ple

ted r

ecord

s of

insp

ections

3.1

0

ensu

re t

hat

acce

ss t

o t

he

new

pro

per

ty is

safe

Page 137: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

133

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Be

able

to c

om

ple

te t

he

han

d-o

ver

of a

new

pro

per

ty

4.1

fo

llow

the

pro

cedure

s fo

r han

din

g o

ver

new

pro

per

ties

to b

uye

rs

4.2

id

entify

any

asp

ects

of th

e sp

ecific

atio

n w

hic

h d

iffe

r fr

om

what

was

agre

ed w

ith t

he

buye

r

4.3

ex

pla

in t

o t

he

buye

r th

e re

aso

ns

for

any

diffe

rence

s to

the

spec

ific

atio

n

4.4

ad

dre

ss a

ny

dis

crep

anci

es t

o t

he

spec

ific

ation

4.5

obta

in c

onfirm

ation fro

m b

uye

rs t

hat

spec

ific

atio

ns

are

acc

epte

d w

her

e poss

ible

4.6

ex

pla

in t

o t

he

buye

r how

fittings

and a

pplia

nce

s w

ork

4.7

pro

vide

buye

rs w

ith a

ll docu

men

tation a

nd k

eys

to

the

pro

per

ty

4.8

pro

vide

buye

rs w

ith d

etai

ls f

or

conta

ctin

g r

elev

ant

peo

ple

in t

he

even

t of an

y su

bse

quen

t quer

ies

or

pro

ble

ms

4.9

ch

eck

that

buye

rs h

ave

under

stood t

he

info

rmat

ion

pro

vided

and e

nco

ura

ge

ques

tions

4.1

0

mai

nta

in a

ccura

te r

ecord

s re

gard

ing t

he

han

d-o

ver

in lin

e w

ith o

rgan

isat

ional

pro

cedure

s

4.1

1

com

ply

with a

ll re

leva

nt

legis

lation,

guid

elin

es a

nd

codes

of

pra

ctic

e re

lating t

o t

he

han

d-o

ver

of new

pro

per

ties

Page 138: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

134

Lear

ner

nam

e:________________________________________

Dat

e:___________________________

Lear

ner

sig

nat

ure

:_____________________________________

Dat

e:___________________________

Ass

esso

r si

gnat

ure

:____________________________________

Dat

e:___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

______________________________

(if

sam

ple

d)

Dat

e:___________________________

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N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

135

Unit 20: Provide After-sales Support to Buyers of Residential Property

Unit reference number: H/601/3174

QCF level: 3

Credit value: 4

Guided learning hours: 10

Unit summary

This unit is about responding to queries and problems raised by buyers following their purchase of residential property. The queries or problems might be regarding the structure, finishes, fittings, furnishings, appliances or landscaping associated with their property. It includes addressing such queries and problems appropriately, in line with organisational procedures. It includes showing sensitivity for the customer’s needs, honouring commitments made and acting within your level of authority and responsibility.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 140: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

136

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d o

rganis

ational

pro

cedure

s fo

r pro

vidin

g

afte

r-sa

les

support

to

buye

rs

1.1

ex

pla

in t

he

range

of se

rvic

es o

ffer

ed b

y th

e org

anis

atio

n w

hic

h m

ay a

ssis

t buye

rs

1.2

ex

pla

in t

he

org

anis

atio

nal

pro

cedure

s fo

r re

cord

ing

quer

ies

and p

roble

ms

1.3

ex

pla

in t

he

limits

of ow

n r

esponsi

bili

ty a

nd

auth

ority

for

pro

vidin

g a

fter

-sal

es s

upport

1.4

ex

pla

in t

he

org

anis

atio

nal

pro

cedure

s fo

r re

port

ing

issu

es t

hat

are

outs

ide

ow

n r

esponsi

bili

ty a

nd

auth

ority

when

pro

vidin

g a

fter

-sal

es s

upport

2

Under

stan

d h

ow

to d

eal

with p

roble

ms,

quer

ies

and c

om

pla

ints

fro

m

buye

rs a

fter

purc

hasi

ng

resi

den

tial pro

per

ty

2.1

des

crib

e th

e ty

pes

of

quer

y an

d p

roble

m t

hat

can

occ

ur

follo

win

g t

he

purc

has

e of

resi

den

tial

pro

per

ty

2.2

des

crib

e w

hat

act

ions

can b

e ta

ken t

o r

esolv

e quer

ies

and c

om

pla

ints

2.3

ex

pla

in w

hy

it is

import

ant

to o

bta

in f

ull

det

ails

of

quer

ies

and c

om

pla

ints

2.4

ex

pla

in h

ow

to e

stablis

h t

he

cause

of

diffe

rent

types

of

pro

ble

m t

hat

can

occ

ur

2.5

des

crib

e w

hy

it is

import

ant

to c

om

munic

ate

in a

cl

ear,

polit

e an

d c

onfiden

t m

anner

with b

uye

rs

Page 141: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

137

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Be

able

to h

andle

quer

ies

or

pro

ble

ms

rece

ived

fr

om

buye

rs

3.1

dis

cuss

and a

gre

e th

e nat

ure

of

buye

rs’ quer

ies

or

pro

ble

ms

3.2

an

alys

e th

e ca

use

of

the

quer

y or

pro

ble

m

3.3

ev

aluat

e pote

ntial so

lutions

with b

uye

rs

3.4

ch

eck

that

the

buye

r has

under

stood t

he

info

rmation

pro

vided

3.5

ag

ree

the

solu

tion t

o q

uer

ies

or

pro

ble

ms

with

buye

rs

3.6

re

fer

any

quer

ies

or

pro

ble

ms

that

are

outs

ide

ow

n

resp

onsi

bili

ty a

nd a

uth

ority

to t

he

rele

vant

per

son

3.7

pro

gre

ss t

he

solu

tion in lin

e w

ith o

rgan

isational

pro

cedure

s

3.8

en

sure

that

the

buye

r is

updat

ed o

n p

rogre

ss

rela

ting t

o t

he

quer

y or

pro

ble

m

3.9

ch

eck

with t

he

buye

r to

ensu

re t

hat

the

pro

ble

m o

r quer

y has

bee

n r

esolv

ed s

atis

fact

orily

3.1

0

pro

vide

clea

r an

d a

ccura

te r

easo

ns

to t

he

buye

r w

her

e th

e quer

y or

pro

ble

m h

as

not

bee

n r

esolv

ed

to t

hei

r sa

tisf

act

ion

3.1

1

mai

nta

in r

ecord

s of

quer

ies

and p

roble

ms

rece

ived

in

acco

rdan

ce w

ith o

rgan

isat

ional

pro

cedure

s

3.1

2

mai

nta

in r

ecord

s of

act

ions

take

n t

o a

ddre

ss q

uer

ies

and p

roble

ms

in lin

e w

ith o

rgan

isat

ional

pro

cedure

s

3.1

3

com

ply

with r

elev

ant

legis

lation,

guid

elin

es a

nd

codes

of

pra

ctic

e re

lating t

o a

fter

-sal

es s

upport

Page 142: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

138

Lear

ner

nam

e:________________________________________

Dat

e:___________________________

Lear

ner

sig

nat

ure

:_____________________________________

Dat

e:___________________________

Ass

esso

r si

gnat

ure

:____________________________________

Dat

e:___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

______________________________

(if

sam

ple

d)

Dat

e:___________________________

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N027079 – Specification – Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) – Issue 2 – April 2011 © Edexcel Limited 2011

139

Unit 21: Develop Marketing Materials for the Promotion of Residential Property Services

Unit reference number: M/601/3212

QCF level: 3

Credit value: 4

Guided learning hours: 15

Unit summary

This unit is about contributing to the development of the organisation’s marketing materials designed to promote its services relating to the sale of residential property. It includes agreeing the range and type of materials to be deployed, in line with the audiences to be targeted and objectives to be realised, and also includes developing and researching possible designs, before progressing the agreed, preferred materials.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 144: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

140

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d o

rganis

ational

pro

cedure

s fo

r dev

elopin

g

mar

keting m

ater

ials

for

the

pro

motion o

f re

siden

tial pro

per

ty

serv

ices

1.1

ex

pla

in t

he

range

of se

rvic

es o

ffer

ed b

y th

e org

anis

atio

n w

hic

h m

ay a

ssis

t pro

spec

tive

buye

rs

1.2

ex

pla

in w

hy

it is

import

ant

to d

evel

op m

ark

etin

g

mat

eria

ls t

o p

rom

ote

the

range

of

serv

ices

1.3

giv

e ex

am

ple

s of th

e ra

nge

of

mar

keting m

ater

ials

use

d t

o p

rom

ote

the

org

anis

atio

n’s

ser

vice

s and

indiv

idual

pro

per

ties

1.4

ev

aluat

e th

e ad

vanta

ges

and d

isad

vanta

ges

of

the

types

of

mar

keting m

ater

ials

use

d t

o p

rom

ote

the

org

anis

atio

n’s

ser

vice

s an

d indiv

idual

pro

per

ties

1.5

ex

pla

in t

he

org

anis

atio

nal

pro

cedure

s fo

r pre

par

ing

and p

roduci

ng m

arke

ting m

ater

ials

for

resi

den

tial

pro

per

ties

for

sale

2

Under

stan

d h

ow

m

arke

ting m

ater

ials

can

influen

ce t

he

key

audie

nce

2.1

ex

pla

in t

he

import

ance

of id

entify

ing t

he

key

audie

nce

s to

pro

mote

ser

vice

s

2.2

ex

pla

in w

hy

it is

import

ant

to iden

tify

and p

rioritise

th

e se

rvic

es t

o b

e pro

mote

d

2.3

ex

pla

in h

ow

to iden

tify

the

key

audie

nce

s nee

ds

and e

xpec

tations

from

usi

ng m

arke

ting m

ater

ials

2.4

ex

pla

in t

he

org

anis

atio

n’s

des

ired

res

ponse

fro

m

the

key

audie

nce

in r

esponse

to m

arke

ting

mat

eria

ls

Page 145: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

141

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Under

stan

d h

ow

to

pre

par

e m

arke

ting

mat

eria

ls for

resi

den

tial

pro

per

ties

for

sale

3.1

giv

e ex

am

ple

s of ty

pic

al c

ost

s and t

imes

cale

s fo

r th

e pro

duct

ion o

f diffe

rent

types

of m

arke

ting

mat

eria

l fo

r re

siden

tial

pro

per

ties

for

sale

3.2

ex

pla

in t

he

import

ance

of pla

nnin

g m

arke

ting

activi

ties

for

indiv

idual

res

iden

tial

pro

per

ties

3.3

ex

pla

in w

hy

it is

import

ant

to r

evie

w a

ll re

leva

nt

info

rmation b

efore

dev

elopin

g m

arke

ting m

ater

ials

3.4

ex

pla

in t

he

import

ance

of en

suri

ng t

hat

key

sel

ling

feat

ure

s ar

e em

phas

ised

and t

hat

mat

eria

ls c

onta

in

suff

icie

nt

info

rmation

3.5

giv

e ex

am

ple

s of th

e m

ain t

ypes

of buye

rs o

f re

siden

tial pro

per

ty

3.6

giv

e ex

am

ple

s of th

e in

form

atio

n w

hic

h is

import

ant

to d

iffe

rent

types

of

buye

r

3.7

ex

pla

in t

he

import

ance

of gai

nin

g t

he

appro

val of

the

selle

r fo

r th

e m

ark

etin

g m

ate

rial

s bef

ore

pro

duct

ion

3.8

giv

e ex

am

ple

s of th

e ty

pes

of ch

ange

whic

h m

ight

be

made

to a

pro

per

ty inst

ruct

ions

whic

h r

equire

chan

ges

to b

e m

ade

to m

arke

ting m

ater

ials

Page 146: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

142

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Under

stan

d h

ow

to

arra

nge

for

the

pro

duct

ion

of

final

mark

etin

g

mat

eria

ls for

resi

den

tial

pro

per

ty for

sale

4.1

ex

pla

in t

he

import

ance

of ty

pes

and d

esig

ns

of

mar

keting m

ater

ial

4.2

ex

pla

in t

he

org

anis

atio

n’s

cap

abili

ties

and r

esourc

es

tow

ards

pre

par

ing m

arke

ting m

ater

ials

4.3

giv

e ex

am

ple

s of w

her

e th

e pre

par

atio

n o

f m

arke

ting m

ater

ials

nee

ds

to b

e outs

ourc

ed

4.4

ex

pla

in t

he

org

anis

atio

nal

pro

cedure

s fo

r outs

ourc

ing o

f m

arke

ting m

ater

ials

4.5

ex

pla

in t

he

import

ance

of en

suring t

hat

all

peo

ple

in

volv

ed in t

he

public

atio

n o

f m

arke

ting m

ater

ials

ar

e fu

lly b

rief

ed

4.6

giv

e ex

am

ple

s of pro

ble

ms

that

mig

ht

occ

ur

when

re

view

ing p

ublis

hed

mar

keting m

ater

ials

Page 147: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

143

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5

Be

able

to d

evel

op

reco

mm

endat

ions

for

mar

keting m

ater

ials

5.1

an

alys

e an

d p

rioritise

the

serv

ices

to b

e pro

mote

d

5.2

ev

aluat

e th

e obje

ctiv

es t

o b

e ach

ieve

d b

y th

e m

arke

ting m

ater

ials

5.3

an

alys

e th

e ke

y au

die

nce

s fo

r th

e se

rvic

es t

o b

e pro

mote

d

5.4

ev

aluat

e th

e options

regar

din

g t

he

ava

ilable

typ

es

of m

arke

ting m

ater

ial

5.5

re

com

men

d a

nd a

gre

e th

e ap

pro

priat

e ty

pes

of

mar

keting m

ater

ial w

ith s

enio

r m

anag

emen

t

5.6

ev

aluat

e th

e re

sourc

es a

vaila

ble

tow

ard

s pro

duci

ng

the

agre

ed t

ypes

of

mar

keting m

ater

ial

5.7

an

alys

e th

e ca

pab

ilities

req

uired

to p

roduce

the

mat

eria

ls

5.8

se

lect

cap

abili

ties

in-h

ouse

and w

her

e oth

ers

are

nee

ded

to b

e outs

ourc

ed f

or

pro

duci

ng m

ark

etin

g

mat

eria

ls

5.9

an

alys

e th

e co

sts

and b

enef

its

to t

he

org

anis

atio

n

of buyi

ng-i

n p

art

or

all

of th

e se

rvic

es r

equired

5.1

0

eval

uat

e and a

gre

e so

urc

es o

f ex

tern

al des

ign

capac

ity

wher

e re

quired

5.1

1

arra

nge

for

dra

ft m

arke

ting m

ate

rial

s to

be

pre

par

ed in o

rder

to m

eet

obje

ctiv

es o

f th

e m

arke

ting p

lan

Page 148: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

ation –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

144

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5

Be

able

to d

evel

op

reco

mm

endat

ions

for

mar

keting m

ater

ials

5.1

2

anal

yse

and e

valu

ate

the

effe

ctiv

enes

s of

pote

ntial

des

igns

for

mar

keting m

ater

ials

5.1

3

reco

mm

end a

ppro

pri

ate

mark

etin

g m

ate

rial

s an

d

des

igns

5.1

4

pre

par

e a

rationale

to just

ify

reco

mm

endations

in

line

with a

gre

ed o

bje

ctiv

es

Page 149: Specification - Edexcel...Specification Edexcel Level 3 Diploma in Property (Sale of Residential Property) (QCF) Issue 2 For first registration April 2011 Edexcel competence-based

N027079 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

roper

ty

(Sal

e of

Res

iden

tial

Pro

per

ty)

(QCF)

– I

ssue

2 –

April 2011 ©

Edex

cel Li

mited

2011

145

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

6

Be

able

to p

repar

e ag

reed

m

ater

ials

for

pro

duct

ion

6.1

co

nfirm

the

agre

ed t

ypes

of m

ark

etin

g m

ate

rial

s to

be

pro

duce

d incl

udin

g s

tyle

and form

at

6.2

ag

ree

info

rmat

ion t

o b

e in

cluded

within

the

mar

keting m

ater

ials

6.3

brief

supplie

rs o

f th

e m

arke

ting m

ater

ials

fully

pro

vidin

g a

ll nec

essa

ry info

rmation

6.4

re

view

the

supplie

rs d

raft

pro

posa

ls a

gai

nst

the

agre

ed form

at a

nd o

bje

ctiv

es

6.5

ac

cept

only

those

dra

ft p

roposa

ls t

hat

:

mee

t th

e agre

ed r

equirem

ents

are

just

ifie

d a

s off

erin

g v

alu

e fo

r m

oney

are

in lin

e w

ith o

bje

ctiv

es

6.6

m

ainta

in a

ccura

te r

ecord

s about

the

mat

eria

ls

follo

win

g o

rgan

isational pro

cedure

s

6.7

ac

cept

only

those

dra

ft p

roposa

ls t

hat

:

mee

t th

e agre

ed r

equirem

ents

just

ifie

d a

s off

erin

g v

alue

for

money

are

in lin

e w

ith o

bje

ctiv

es

6.8

m

ainta

in a

ccura

te r

ecord

s about

the

mat

eria

ls

follo

win

g o

rgan

isational pro

cedure

s

6.9

en

sure

that

mar

keting m

ater

ials

com

ply

with

rele

vant

legis

lation,

guid

elin

es a

nd c

odes

of

pra

ctic

e

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Unit 22: Employment Rights and Responsibilities in the Facilities Management, Housing and Property Sectors

Unit reference number: A/502/7524

QCF level: 2

Credit value: 2

Guided learning hours: 16

Unit summary

Successful assessment of the unit proves that the candidate has achieved the national occupational standard to understand employment rights and responsibilities.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

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Unit 23: Develop Yourself in the Job Role

Unit reference number: R/600/6351

QCF level: 2

Credit value: 2

Guided learning hours: 12

Unit summary

This unit is about developing yourself in your job by identifying areas for further development and setting yourself targets for achieving this.

Assessment principles

Please refer to Asset Skills Assessment principles in Annexe D.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

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Further information

Our customer service numbers are:

BTEC and NVQ 0844 576 0026

GCSE 0844 576 0027

GCE 0844 576 0025

The Diploma 0844 576 0028

DiDA and other qualifications 0844 576 0031

Calls may be recorded for training purposes.

Useful publications

Related information and publications include:

Centre Handbook for Edexcel QCF NVQs and Competence-based Qualifications published annually

functional skills publications – specifications, tutor support materials and question papers

Regulatory Arrangements for the Qualification and Credit Framework (published by Ofqual, August 2008)

the current Edexcel publications catalogue and update catalogue.

Edexcel publications concerning the Quality Assurance System and the internal and standards verification of vocationally related programmes can be found on the Edexcel website.

NB: Some of our publications are priced. There is also a charge for postage and packing. Please check the cost when you order.

How to obtain National Occupational Standards

Asset Skills Sol House 29 St Katherine's Street Northampton NN1 2QZ

Telephone: 01604 233 336 Fax: 01604 233 573 Email: [email protected] Website: www.assetskills.org

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Professional development and training

Edexcel supports UK and international customers with training related to NVQ and BTEC qualifications. This support is available through a choice of training options offered in our published training directory or through customised training at your centre.

The support we offer focuses on a range of issues including:

planning for the delivery of a new programme

planning for assessment and grading

developing effective assignments

building your team and teamwork skills

developing student-centred learning and teaching approaches

building functional skills into your programme

building effective and efficient quality assurance systems.

The national programme of training we offer can be viewed on our website (www.edexcel.com/training). You can request customised training through the website or by contacting one of our advisers in the Training from Edexcel team via Customer Services to discuss your training needs.

The training we provide:

is active

is designed to be supportive and thought provoking

builds on best practice

may be suitable for those seeking evidence for their continuing professional development.

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Annex

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Annexe B: Quality assurance

Key principles of quality assurance

A centre delivering Edexcel qualifications must be an Edexcel recognised centre and must have approval for qualifications that it is offering.

The centre agrees as part of gaining recognition to abide by specific terms and conditions around the effective delivery and quality assurance of assessment; the centre must abide by these conditions throughout the period of delivery.

Edexcel makes available to approved centres a range of materials and opportunities to exemplify the processes required for effective assessment and provide examples of effective standards. Approved centres must use the guidance on assessment to ensure that staff who are delivering Edexcel qualifications are applying consistent standards.

An approved centre must follow agreed protocols for: standardisation of assessors; planning, monitoring and recording of assessment processes; internal verification and recording of internal verification processes; and for dealing with special circumstances, appeals and malpractice.

Quality assurance processes

The approach to quality assured assessment is made through a partnership between a recognised centre and Edexcel. Edexcel is committed to ensuring that it follows best practice and employs appropriate technology to support quality assurance process where practicable. Therefore, the specific arrangements for working with centres will vary. Edexcel seeks to ensure that the quality assurance processes that it uses do not place undue bureaucratic processes on centres and works to support centres in providing robust quality assurance processes.

The learning outcomes and assessment criteria in each unit within this specification set out the standard to be achieved by each learner in order to gain each qualification. Edexcel operates a quality assurance process, which is designed to ensure that these standards are maintained by all assessors and verifiers.

For the purposes of quality assurance all individual qualifications and units are considered as a whole. Centres offering these qualifications must be committed to ensuring the quality of the units and qualifications they offer, through effective standardisation of assessors and internal verification of assessor decisions. Centre quality assurance and assessment processes are monitored by Edexcel.

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The Edexcel quality assurance processes will involve:

gaining centre recognition and qualification approval if a centre is not currently approved to offer Edexcel qualifications

annual visits to centres by Edexcel for quality review and development of overarching processes and quality standards. Quality review and development visits will be conducted by an Edexcel quality development reviewer

annual visits by occupationally competent and qualified Edexcel Standards Verifiers for sampling of internal verification and assessor decisions for the occupational sector

the provision of support, advice and guidance towards the achievement of National Occupational Standards.

Centres are required to declare their commitment to ensuring quality and appropriate opportunities for learners that lead to valid and accurate assessment outcomes. In addition, centres will commit to undertaking defined training and online standardisation activities.

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Annexe C: Centre certification and registration

Edexcel Standards Verifiers will provide support, advice and guidance to centres to achieve Direct Claims Status (DCS). Edexcel will maintain the integrity of Edexcel QCF NVQs through ensuring that the awarding of these qualifications is secure. Where there are quality issues identified in the delivery of programmes, Edexcel will exercise the right to:

direct centres to take actions

limit or suspend certification

suspend registration.

The approach of Edexcel in such circumstances is to work with the centre to overcome the problems identified. If additional training is required, Edexcel will aim to secure the appropriate expertise to provide this.

What are the access arrangements and special considerations for the qualifications in this specification?

Centres are required to recruit learners to Edexcel qualifications with integrity.

Appropriate steps should be taken to assess each applicant’s potential and a professional judgement made about their ability to successfully complete the programme of study and achieve the qualification. This assessment will need to take account of the support available to the learner within the centre during their programme of study and any specific support that might be necessary to allow the learner to access the assessment for the qualification. Centres should consult Edexcel’s policy on learners with particular requirements.

Edexcel’s policy on access arrangements and special considerations for Edexcel qualifications aims to enhance access to the qualifications for learners with disabilities and other difficulties (as defined by the 1995 Disability Discrimination Act and the amendments to the Act) without compromising the assessment of skills, knowledge, understanding or competence. Please refer to Access Arrangements and Special Considerations for BTEC and Edexcel NVQ Qualifications for further details. www.edexcel.com.

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Annexe D: Assessment principles

The Sector Skills Council for Property Services, Housing, Cleaning Services and Facilities Management

the sector skills council for the places where we live and work

ASSESSMENT PRINCIPLES August 2010

POLICIES AND PRINCIPLES FOR AWARDING

ASSET SKILLS COMPETENCE UNITS IN THE QCF

Asset Skills 2nd Floor Sol House 19 St Katherine’s Street Northampton NN1 2QZ

Telephone: 01604 233336 Fax: 01604 233573 Email: [email protected] Website: www.assetskills.org

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CONTENTS

1 INTRODUCTION 165

2 ASSESSMENT PRINCIPLES FOR COMPETENCY BASED UNITS 166

3 SIMULATION AND WITNESS TESTIMONY FOR COMPETENCY-BASED UNITS 167

4 RECOGNITION OF PRIOR LEARNING AND EXPERIENCE 168

5 EXTERNAL QUALITY ASSURANCE OF ASSESSMENT 169

6 FRAMEWORK CRITERIA FOR THE APPOINTMENT OF EXTERNAL VERIFIERS 170

7 FRAMEWORK CRITERIA FOR THE APPOINTMENT OF INTERNAL VERIFIERS 172

8 FRAMEWORK CRITERIA FOR THE APPOINTMENT OF ASSESSORS 175

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1 INTRODUCTION

ASSET SKILLS has worked with the Awarding Organisations offering qualifications within their footprint to develop these assessment principles for units of assessment which have been submitted to the QCF by Asset Skills.

ASSET SKILLS, with the support of industry, is dedicated to embedding the National Occupational Standards and units of assessment into the workplace and to upholding the quality and integrity of the Standards and Units and the Awards, Certificates and Diplomas based upon them.

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2 ASSESSMENT PRINCIPLES FOR COMPETENCY BASED UNITS

2.1 The following principles will apply to Awarding Organisations:

2.1.1 Assessment should normally be at the candidate’s workplace, but where the opportunity to assess across the range of standards is unavailable other comparable working environments may be used, following agreement from the External Verifier.

2.1.2 A holistic approach towards the collection of evidence should be encouraged, assessing activities generated by the whole work experience rather than focusing on specific tasks.

eg If the candidate communicates with a customer whilst engaged in cleaning activities these can be assessed against both cleaning and customer service elements.

2.1.3 Asset Skills does not prescribe a minimum number of observations, however, evidence provided must demonstrate that competency is consistent and reliable.

2.1.4 Assessors can only assess in their acknowledged area of occupational competence.

2.1.5 Assessors and Internal Verifiers will be registered with their Approved Centre and be accountable to the organisation for their assessment practice.

2.1.6 Health and safety of customers/clients and employees must be maintained throughout the assessment process and if any person carrying out assessment or health and safety then that person should refuse to continue with the activity(ies) until satisfied that due regard to health and safety verification activities does not feel that there is due regard to is being taken.

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3 SIMULATION AND WITNESS TESTIMONY FOR COMPETENCY-BASED UNITS

There are a few occasions when simulation or witness testimony is warranted where the centre can demonstrate that performance evidence has been impossible to obtain.

The underlying reasons for either simulation or witness testimony are:

health and safety considerations

activities that would cause serious inconvenience or loss to an employer if there was an undue delay in their being carried out

Infrequently occurring activities

equality of access.

3.1 Simulation

Simulation may be necessary for specific elements of the units. It is advisable that centres refer to the Awarding Organisations in these cases for clear guidelines.

Awarding Organisation guidance to centres must ensure that demands on the candidate during simulation are neither more nor less than they would encounter in a real work situation. In particular:

– all simulations must be planned, developed and documented by the centre in a way that ensures the simulation accurately reflects what the unit seeks to assess

– all simulations should follow these documented plans

– a centre’s overall strategy for simulation must be examined and approved by the external verifier

– there should be a range of simulations to cover the same aspect of the standard so that the risk of candidates successfully colluding is reduced

– the physical environment for the simulation must be as realistic as possible and draw on real resources that would be used in the industry

– the nature of the contingency must be realistic

3.2 Witness testimony

Witness testimony should not form the primary source of evidence. Centres must comply with Awarding Organisation guidance over the occupational competence and briefing of witnesses in the use of witness testimony.

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4 RECOGNITION OF PRIOR LEARNING AND EXPERIENCE

4.1 Evidence from past achievement may be included as permissible evidence within assessment methods.

4.2 Evidence of prior knowledge and understanding can be offered as supplementary evidence as long as it is a measurable assessed outcome of learning which links to the unit of assessment.

4.3 Assessors should make best use of all the assessment methods available to them in ensuring the most reliable and effective use is made of claims of prior learning and experience which relate to the individual circumstances.

4.4 All candidates must demonstrate current competence with respect to recognition of prior learning (RPL).

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5 EXTERNAL QUALITY ASSURANCE OF ASSESSMENT

5.1 Awarding organisations will operate a Risk Rating system of Approved Centres. This will be applied UK wide. Awarding organisations will provide details of their plans and criteria for risk rating at the time of qualifications' submissions.

5.1.1 The Awarding Organisations will carry out risk assessment annually and risk rate each Approved Centre and will take appropriate action to ensure quality assurance is maintained.

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6 FRAMEWORK CRITERIA FOR THE APPOINTMENT OF EXTERNAL VERIFIERS

6.1 ASSET SKILLS aims to ensure that the technical and quality aspirations of industry are met, in order to inspire confidence in the national occupational standards and qualifications. ASSET SKILLS will work with the Awarding Organisations to implement a practical and cost effective external verification process that will strengthen the rigour and consistency of assessment.

6.2 The criteria will apply to existing and new External Verifiers.

6.3 Verification competence

6.3.1 Awarding Organisations will ensure that External Verifiers:

Hold an appropriate external verifier qualification (D35 or V2), or be working towards the V2 qualification, and demonstrate evidence of knowledge, understanding and experience of the assessment process (together with the occupational competence requirements below).

In England, Wales, Northern Ireland new External Verifiers must achieve unit V2 within 12 months of beginning external verification.

In Scotland ,all new EVs should have an assessment plan for achieving the V2 and be working towards achieving the awards. There is no timescale attached to the achievement of Unit V2.

6.4 Occupational competence

All External Verifiers must

6.4.1 provide evidence of knowledge, understanding and application of the National Occupational Standards, Units of Assessment and Assessment Principles, together with technical definitions where appropriate. Awarding Organisations should cover this requirement as part of their normal appointment process.

6.4.2 have verifiable relevant experience and current knowledge of the occupational working area at or above the level being verified. This experience and knowledge must be of sufficient depth to be effective and reliable when verifying judgements about assessors’ assessment processes and decisions. External verifiers’ experience and knowledge could be verified by: curriculum vitae and references

possession of a relevant qualification

corporate membership of a relevant professional institution.

6.4.3 have up to date knowledge and experience of the particular aspects of work they are verifying. This could be verified by records of continuing professional development achievements.

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6.4.4 have a sound in-depth knowledge of, and uphold the integrity of the NOS, Units of Assessment and these Assessment Principles.

6.4.5 undertake continuous professional development to ensure that they are working to the current National Occupational Standards in assessment and verification.

6.4.6 be aware of national issues affecting vocational education, training and qualifications in the sector.

6.4.7 have appropriate knowledge of the ASSET SKILLS framework of qualifications in relevant areas to the qualifications being externally verified.

6.4.8 demonstrate their ability to maintain credibility and retain the confidence of the industry through commitment to continuous personal and professional development.

6.4.9 provide evidence of knowledge, understanding and application of the Regulatory Authorities’ codes of practice.

6.5 Awarding Organisations may have generic criteria and personnel specifications in addition to the above.

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7 FRAMEWORK CRITERIA FOR THE APPOINTMENT OF INTERNAL VERIFIERS

7.1 Internal Verifiers are appointed by an Approved Centre and approved by the Awarding Organisation through their External Verifier.

7.2 This criteria will apply to existing and new Internal Verifiers.

7.3 Internal Verifiers should only verify the decisions of assessors which fall within their acknowledged area of technical and occupational competence.

7.4 Internal Verifiers should be seen as the person responsible for an approved centre’s assessment quality in order to facilitate the assessment process and should be one of the following:

7.4.1 Internal Verifiers will be employed directly or contractually by the same organisation (approved centre) as the assessors

Or

7.4.2 Acting as a counter-signatory on a short term basis, a maximum period of 18 months, where Internal Verifier(s) have not yet achieved their V1 award.

7.5 Internal Verifiers will either:

a Hold an appropriate internal verifier qualification (D34 or V1) , or be working towards a V1 qualification.

In England, Wales and Northern Ireland all new internal verifiers should achieve unit V1 within 18 months of beginning internal verification duties. Internal verification decisions by verifiers who are still working towards certification must be countersigned by a Verifier who has gained certification.

In Scotland, all new Verifiers should have an assessment plan for achieving the V1 and be working towards achieving the award. External Verifiers will monitor progress and achievement towards the achievement of V1 during centre visits.

All new Internal Verifiers must hold units A1 and/or A2.

Or

b Where employers opt for an ‘employer direct’ model, the qualification requirements specified by the regulatory authorities may be waived as described below.

The ‘employer direct’ model is where colleagues, supervisors and/or managers in the workplace are involved in the assessment process. Under this model, the employer, with the agreement of their Awarding Organisation and Asset Skills and the approval of the qualifications Regulators, may choose:

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Achieving the appropriate regulatory body approved unit qualifications for internal verification

Or

Demonstrating that the employer’s training and development activity undertaken to prepare, validate and review these verification roles, maps 100% to the National Occupational Standards which these qualifications are based on. The mapping process must be agreed by the Awarding Organisation as providing the equivalent level of rigour and robustness as achievement of the unit qualification.

The alternative option described above, which waivers the need for the regulatory approved units, must be confined in application to an ‘organisation by organisation’ and ‘qualification by qualification’ basis, and agreed by the qualification regulators. Prospective organisations must be able to confirm that their in-house practices conform to the requirements of the Standards in association with the relevant Awarding Organisation.

7.5.2 It is desirable that all Internal Verifiers hold a relevant qualification.

Internal Verifiers will:

7.5.3 have verifiable relevant experience and current knowledge of the occupational working area at or above the level being verified. This experience and knowledge must be of sufficient depth to be effective and reliable when verifying judgements about assessors’ assessment processes and decisions. Internal verifiers’ experience and knowledge could be verified by:

curriculum vitae and references

possession of a relevant qualification

corporate membership of a relevant professional institution

7.5.4 have expertise so they have up to date knowledge and experience of the particular aspects of work they are verifying. This could be verified by records of continuing professional development achievements

7.5.5 have a sound in-depth knowledge of, and uphold the integrity of the NOS, Units of Assessment and these Assessment Principles

7.5.6 be prepared to participate in training activities for their continued professional development

7.5.7 demonstrate their ability to maintain occupational competence by continuous professional development

7.5.8 undertake continuous professional development to ensure that they are working to the current National Occupational Standards in assessment and verification

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7.5.9 have knowledge of the requirements and application of the Asset Skills Assessment Principles

7.5.10 provide evidence of knowledge, understanding and application of the Regulatory Authorities’ codes of practice.

7.6 Centres will be responsible for ensuring that internal verifiers plan and maintain continuous professional development.

7.7 Approved Centres may have generic criteria and personnel specifications in addition to the above.

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8 FRAMEWORK CRITERIA FOR THE APPOINTMENT OF ASSESSORS

8.1 This section is intended to assist Approved Centres in the recruitment of those individuals who will act as Assessors within the Approved Centre.

8.2 Assessors are appointed by an Approved Centre and approved by the Awarding Organisation through their External Verifier.

8.2.1 They should only assess in their area of technical and occupational competence as approved by their Awarding Organisations.

8.3 Assessors should be one of the following:

8.3.1 Employed directly or contractually by the same organisation (centre) as the candidate

Or

8.3.2 Acting as a counter signatory on a short term basis (18 months) where the Centre Assessor has not yet achieved their A1 or A2 awards.

8.4 The Assessor should have the following:

Assessment Competence

Either:

8.4.1

a Hold D32 and/or D33 or A1 and or A2 or be working towards A1 and/or A2 Assessor Awards.

In England, Wales and Northern Ireland, new Assessors must achieve unit A1 or A2 within 18 months of beginning assessment duties. Assessment decisions by Assessors who are still working towards certification must be countersigned by an Assessor who has gained certification.

In Scotland, all new Assessors should have an assessment plan for achieving A1 or A2 and be working towards achieving the award. External Verifiers will monitor progress and achievement towards the achievement of A1 or A2 during centre visits.

Candidates in possession of a TQFE without having an appropriate A1 or A2 award should undertake continuing professional development to demonstrate that they are working to the appropriate A Unit standard.

Or

b Where employers opt for an ‘employer direct’ model, the qualification requirements specified by the regulatory authorities may be waived as described below.

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The ‘employer direct’ model is where colleagues, supervisors and/or managers in the workplace are involved in the assessment process. Under this model, the employer, with the agreement of their Awarding Organisation and Asset Skills and the approval of the qualifications Regulators, may choose:

Achieving the appropriate regulatory body approved unit qualifications for assessment

Or

Demonstrating that the employer’s training and development activity undertaken to prepare, validate and review these assessment roles, maps 100% to the National Occupational Standards which these qualifications are based on. The mapping process must be agreed by the Awarding Organisation as providing the equivalent level of rigour and robustness as achievement of the unit qualification.

The alternative option described above, which waivers the need for the regulatory approved units, must be confined in application to an ‘organisation by organisation’ and ‘qualification by qualification’ basis, and agreed by the qualification regulators. Prospective organisations must be able to confirm that their in-house practices conform to the requirements of the Standards in association with the relevant Awarding Organisation.

8.5 Occupational competence

All assessors must

8.5.1 have verifiable relevant current industry experience and knowledge of the occupational working area at or above the level being assessed. This experience and knowledge must be of sufficient depth to be effective and reliable when judging candidates’ competence. Assessors’ experience and knowledge could be verified by:

curriculum vitae and references

possession of a relevant qualification

corporate membership of a relevant professional institution

8.5.2 have sufficient occupational expertise so they have up to date knowledge and experience of the particular aspects of work they are assessing. This could be verified by records of

8.5.3 have a sound in-depth knowledge of, and uphold the integrity of the sector’s NOS, units of Assessment and these Assessment Principles

8.5.4 be prepared to participate in training activities for their continued professional development.

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8.6 Centres will be responsible for ensuring that assessors plan and maintain continuous professional development.

8.7 Approved Centres may have generic criteria and personnel specifications in addition to the above.

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Publications Code N027079 April 2011 For more information on Edexcel and BTEC qualifications please visit our website: www.edexcel.com Edexcel Limited. Registered in England and Wales No. 4496750 Registered Office: One90 High Holborn, London WC1V 7BH. VAT Reg No 780 0898 07