Barry Plant Compliance Report - duplicate

• Barry Plant Office

• Barry Plant Office

• Conducted on

  Date
• Location
  Address

• Office Representative

• Compliance Officer

Office Exterior

• Signage/Facade Quality

  1

  2

  3

• Branding Compliance

  1

  2

  3

• Window Posters - Sales

  1

  2

  3

• Window Posters - Property Management

  1

  2

  3

• LCD Window Display

  Yes

  No

• Barry Plant Vehicles

  Yes

  No

• Select 1 2 3 4 5

  • 1
  • 2
  • 3
  • 4
  • 5

• Summary

Office Interior

• Company name displayed

  Yes

  No

• Director's name displayed

  Yes

  No

• Office Hours

Presentation of Reception Area

• 3 x Photos Required

  Media

• Branding Compliance

  Old Branding

  New Branding

• Compliant

  Compliant

  Non-Compliant

• Red Carpet

  Available

  Not Available

• Clean

  Yes

  No

• Current Branding

  Yes

  No

• Professional Atmosphere

  1

  2

  3

• Receptionist present

  Yes

  No

• Name of Receptionist

• Dressed in full corporate uniform

  Full Uniform

  Part Uniform

• Friendly/Professional/Knowledgable

  1

  2

  3

• Summary

Suppliers

• Pointer Board Supplier

• Stock/Property Board Supplier

A-Frame

• Office Open

  1

  2

  3

OFI Boards

• Sales

  1

  2

  3

• Signature

  Yes

  No

  N/A

• Rentals

  1

  2

  3

Pointer Boards

• Standard

  1

  2

  3

• Signature

  Yes

  No

  N/A

Auction Boards

• Standard

  1

  2

  3

• Forthcoming Standard

  1

  2

  3

• Signature

  Yes

  No

  N/A

• Forthcoming Signature

  Yes

  No

  N/A

Boards

• Stock Board

• Standard

  1

  2

  3

• Signature

  Yes

  No

  N/A

• Property Board

• Standard

  1

  2

  3

• Signature

  Yes

  No

  N/A

• Community

  1

  2

  3

Summary

• Summary

Stationery

• Letterhead

  Compliant

  Non-Compliant

• Follower

  Compliant

  Non-Compliant

• Envelopes

  Compliant

  Non-Compliant

• Correct Address Printed

  Yes

  No

  N/A

• With Compliments Slips

  Compliant

  Non-Compliant

• Cheques Trust & General

  Compliant

  Non-Compliant

• Receipts

  Compliant

  Non-Compliant

• Cards: Thank you/Just a note to say

  Available

  Not Available

• Summary

Marketing

Pull Up Banners

• Standard

  1

  2

  3

• Signature

  Yes

  No

  N/A

Website

• General

  1

  2

  3

• Photos

  Compliant

  Non-Compliant

• Profiles

  Compliant

  Non-Compliant

Publication Material

• Spectrum Newsletter

  Yes

  No

• Compass Newsletter

  Yes

  No

• Imagine Magazine

  Yes

  No

• Business Cards

  Yes

  No

• Beyond Blue Information

  Yes

  No

• Brochures

  Yes

  No

• Summary

Legal Check List

Customer Service Champion

• Accredited Customer Service Champion

  No One

  Principal Only

  Champion Only

  Principal & Champion
Customer Service Champion

• Name

• Title

Customer Service Charter Displayed

• Sales Department

  Yes

  No

• Property Management Department

  Yes

  No

Complaints Register

• Complaints Register

  Detailed

  Basic

  Pending

• Format

  Safe

  At Risk

  N/A

Documents To Be Witnessed

• Public Liability Insurance

  Yes

  No

• Professional Indemnity Insurance

  Yes

  No

• Code of Conduct

  Yes

  No

• Disclosure Statement

  Yes

  No

• Franchise Agreement

  Yes

  No

• ASIC Company Statement

  Yes

  No

• Certificate of Registration

  Yes

  No

• Real Estate Licence

  Company Only

  OIEC Only

  Company/OIEC

• Territory Map Displayed

  Yes

  No

Summary

• Summary

Staff

Staff Member

• Name

• Title

• Department

  Sales

  Property Management

  Administration

  Principal

• Dressed in full corporate uniform

  Yes

  No

  N/A

• Police Check Witnessed

  Yes

  No

• Compulsory Training Completed

• Induction

  Yes

  No

• Customer Service Training

  Yes

  No

• Introduction to Property Management

  Yes

  No

  N/A

• Human Resource File

  Select Complete Incomplete

  • Complete
  • Incomplete

Summary

• Summary

Sales

• Authority to Sell

  Compliant

  Non-Compliant

• Contract

  Compliant

  Non-Compliant

• Conjunctional Sale

  Compliant

  Non-Compliant

• Comparable Data

  Compliant

  Non-Compliant

• Red Carpet Guarantee

  Compliant

  Non-Compliant

• Customer Service Charter

  Compliant

  Non-Compliant

• Relevant Legislative Acts

  Compliant

  Non-Compliant

• PortPlus Referrals Up-To-Date

  Compliant

  Non-Compliant

Property Management

• Lease and Management Authority

  Compliant

  Non-Compliant

• Tenancy Agreement

  Compliant

  Non-Compliant

• Tenancy Application

  Compliant

  Non-Compliant

• Conditional Report

  Compliant

  Non-Compliant

• Bond Lodgement

  Compliant

  Non-Compliant

• Owners Instructions

  Compliant

  Non-Compliant

• Red Carpet Guarantee

  Compliant

  Non-Compliant

• Customer Service Charter

  Compliant

  Non-Compliant

• Relevant Legislative Acts

  Compliant

  Non-Compliant

• Procedures Manual

  Compliant

  Non-Compliant

Summary

• Summary

General

• Cash Handling Procedures

  1

  2

  3

• Key Register

  1

  2

  3

• Key Security

  1

  2

  3

Client Perceptions

• Seating

  1

  2

  3

• Meeting Room

  1

  2

  3

• Beverages

  1

  2

  3

Staff Facilities

• Kitchen

  1

  2

  3

• Bathrooms

  1

  2

  3

• Workstations

  1

  2

  3

• Technology

  1

  2

  3

• Software

  1

  2

  3

• Training

  1

  2

  3

Summary

• Summary

Verification

• I verify that the contents within this document is true

• Compliance Officer

• Add signature

  Sign

• Office Representative

• Add signature

  Sign