Wydział Ekonomiczny - Economics (S1)
specjalność: Accounting and Finance in Economic Entities
Sylabus przedmiotu Real estate valuation:
Informacje podstawowe
| Kierunek studiów | Economics | ||
|---|---|---|---|
| Forma studiów | studia stacjonarne | Poziom | pierwszego stopnia |
| Tytuł zawodowy absolwenta | licencjat | ||
| Obszary studiów | charakterystyki PRK | ||
| Profil | ogólnoakademicki | ||
| Moduł | — | ||
| Przedmiot | Real estate valuation | ||
| Specjalność | Property Valuation and Real Estate Transactions | ||
| Jednostka prowadząca | Katedra Nieruchomości | ||
| Nauczyciel odpowiedzialny | Anna Oleńczuk-Paszel <Anna.Olenczuk-Paszel@zut.edu.pl> | ||
| Inni nauczyciele | Teodor Skotarczak <Teodor.Skotarczak@zut.edu.pl> | ||
| ECTS (planowane) | 6,0 | ECTS (formy) | 6,0 |
| Forma zaliczenia | egzamin | Język | polski |
| Blok obieralny | — | Grupa obieralna | — |
Formy dydaktyczne
Wymagania wstępne
| KOD | Wymaganie wstępne |
|---|---|
| W-1 | Having knowledge of real restates raights and real estate market |
| W-2 | Knowledge of the basics of economics |
| W-3 | Knowledge of descriptive statistics methods |
Cele przedmiotu
| KOD | Cel modułu/przedmiotu |
|---|---|
| C-1 | Knowlegde of approaches, methods and techniques of real estate valuation |
| C-2 | Knowledge of ways of urban real estates valuation |
| C-3 | Learning how to value property for special purposes and special properties |
| C-4 | Knowledge of ways of valuing property rights and contractual obligations |
Treści programowe z podziałem na formy zajęć
| KOD | Treść programowa | Godziny |
|---|---|---|
| ćwiczenia audytoryjne | ||
| T-A-1 | Estimating the value of real estates using a comparative approach | 5 |
| T-A-2 | Estimating the value of real estates using an income approach | 5 |
| T-A-3 | Estimating the value of real estates using a cost approach | 5 |
| T-A-4 | Estimating the value of real estates using a mixed approach | 5 |
| T-A-5 | Test 1 | 1 |
| T-A-6 | Valuation of ownership | 1 |
| T-A-7 | Valuation of perpetual usufruct right | 3 |
| T-A-8 | Valuation of limited rights in rem and contractual obligations | 3 |
| T-A-9 | Valuation of undeveloped and built-up urban real estates | 10 |
| T-A-10 | Valuation of real estate classified as investments and as fixed assets within the meaning of the Accounting Act | 2 |
| T-A-11 | Valuation of real estate for the purposes of securing debts. Determination of the value of real estate for the needs of an individual investor | 2 |
| T-A-12 | Valuation of real estate allocated or occupied for technical infrastructure facilities. Determination of the value of damage caused by the construction of underground and above-ground infrastructure. Valuation of real estate for the purpose of determining compensation for restrictions on the use of real estate | 3 |
| T-A-13 | Valuation of expropriated properties and properties taken over for public roads | 2 |
| T-A-14 | Valuation for planning needs | 2 |
| T-A-15 | Valuation for the purpose of establishing adjacency fees | 3 |
| T-A-16 | Determining the value of outlays on real estates | 3 |
| T-A-17 | Valuation of properties left outside the Republic of Poland, historic properties and land properties located on mineral deposits | 2 |
| T-A-18 | Valuation for judicial and enforcement purposes. Valuation for tax liabilities | 2 |
| T-A-19 | Test 2 | 1 |
| 60 | ||
| wykłady | ||
| T-W-1 | Approaches, methods and techniques of real estates valuation in Poland | 6 |
| T-W-2 | Valuation of property rights and contractual obligations | 3 |
| T-W-3 | Valuation of urban real estates | 5 |
| T-W-4 | Real estates valuation for special purposes and valuation of special real estates | 6 |
| 20 | ||
Obciążenie pracą studenta - formy aktywności
| KOD | Forma aktywności | Godziny |
|---|---|---|
| ćwiczenia audytoryjne | ||
| A-A-1 | Student participation in classes | 60 |
| A-A-2 | Reading the indicated literature and legal acts | 15 |
| A-A-3 | Preparation for tests | 25 |
| A-A-4 | Solving tasks | 25 |
| 125 | ||
| wykłady | ||
| A-W-1 | Participation in lectures | 20 |
| A-W-2 | Preparation for classes and the exam | 3 |
| A-W-3 | Exam | 2 |
| 25 | ||
Metody nauczania / narzędzia dydaktyczne
| KOD | Metoda nauczania / narzędzie dydaktyczne |
|---|---|
| M-1 | Problem-based methods - seminar discussion, explanations and interpretation |
| M-2 | Activating methods - case method, didactic discussion |
| M-3 | Practical methods - solving tasks related to the application of valuation methods |
Sposoby oceny
| KOD | Sposób oceny |
|---|---|
| S-1 | Ocena formująca: assessment of student's achievements by asking questions during classes |
| S-2 | Ocena podsumowująca: written colloquiums assessing the ability to calculate values using the appropriate method depending on the type of real estate and rights to the property and the purpose of the valuation |
| S-3 | Ocena podsumowująca: written exam - multiple-choice test |
Zamierzone efekty uczenia się - wiedza
| Zamierzone efekty uczenia się | Odniesienie do efektów kształcenia dla kierunku studiów | Odniesienie do efektów zdefiniowanych dla obszaru kształcenia | Cel przedmiotu | Treści programowe | Metody nauczania | Sposób oceny |
|---|---|---|---|---|---|---|
| Ec_1A_D7/05_W01 The student knows and understands the valuation approaches, methods and techniques | Ec_1A_W01, Ec_1A_W08 | — | C-1 | T-A-2, T-A-3, T-A-1, T-A-4, T-W-1 | M-2, M-3, M-1 | S-1, S-3, S-2 |
| Ec_1A_D7/05_W02 The student knows and understands the ways of estimating value depending on the purpose of the valuation and the type of property | Ec_1A_W01, Ec_1A_W08 | — | C-1, C-2, C-3, C-4 | T-A-15, T-A-16, T-A-2, T-A-3, T-A-1, T-A-4, T-A-6, T-A-7, T-A-8, T-A-9, T-A-14, T-W-4, T-W-1, T-W-2, T-W-3, T-A-18, T-A-13, T-A-12, T-A-10, T-A-17, T-A-11 | M-2, M-3, M-1 | S-1, S-3, S-2 |
Zamierzone efekty uczenia się - umiejętności
| Zamierzone efekty uczenia się | Odniesienie do efektów kształcenia dla kierunku studiów | Odniesienie do efektów zdefiniowanych dla obszaru kształcenia | Cel przedmiotu | Treści programowe | Metody nauczania | Sposób oceny |
|---|---|---|---|---|---|---|
| Ec_1A_D7/05_U01 The student will be able to estimate the value of immovable property using specific valuation approaches, methods and techniques | Ec_1A_U01, Ec_1A_U03 | — | C-1, C-2, C-3, C-4 | T-A-15, T-A-16, T-A-2, T-A-3, T-A-1, T-A-4, T-A-6, T-A-7, T-A-8, T-A-9, T-A-14, T-W-1, T-W-2, T-W-3, T-A-13, T-A-11, T-A-17, T-A-10, T-W-4, T-A-18, T-A-12 | M-2, M-3, M-1 | S-1, S-3, S-2 |
| Ec_1A_D7/05_U02 The student will be able to evaluate the object of valuation, determine the purpose and select data sources for the valuation | Ec_1A_U01, Ec_1A_U03 | — | C-1, C-2, C-3, C-4 | T-A-15, T-A-16, T-A-2, T-A-3, T-A-1, T-A-4, T-A-6, T-A-7, T-A-8, T-A-9, T-A-14, T-W-4, T-W-1, T-W-2, T-W-3, T-A-17, T-A-18 | M-2, M-3, M-1 | S-1, S-3, S-2 |
Zamierzone efekty uczenia się - inne kompetencje społeczne i personalne
| Zamierzone efekty uczenia się | Odniesienie do efektów kształcenia dla kierunku studiów | Odniesienie do efektów zdefiniowanych dla obszaru kształcenia | Cel przedmiotu | Treści programowe | Metody nauczania | Sposób oceny |
|---|---|---|---|---|---|---|
| Ec_1A_D7/05_K01 The student is ready for responsible professional roles, is aware of the importance of estimating property values for various purposes - price determination, fees, compensation, etc. | Ec_1A_K01, Ec_1A_K04 | — | C-1, C-2, C-3, C-4 | T-A-15, T-A-16, T-A-2, T-A-3, T-A-1, T-A-4, T-A-6, T-A-7, T-A-8, T-A-9, T-A-14, T-W-4, T-W-1, T-W-2, T-W-3, T-A-18, T-A-17 | M-2, M-3, M-1 | S-1 |
Kryterium oceny - wiedza
| Efekt uczenia się | Ocena | Kryterium oceny |
|---|---|---|
| Ec_1A_D7/05_W01 The student knows and understands the valuation approaches, methods and techniques | 2,0 | does not know and understand valuation approaches, methods and techniques |
| 3,0 | knows and understands valuation approaches, methods and techniques on passing level | |
| 3,5 | knows and understands valuation approaches, methods and techniques on more than passing level | |
| 4,0 | knows and understands valuation approaches, methods and techniques on good level | |
| 4,5 | knows and understands valuation approaches, methods and techniques on more than good level | |
| 5,0 | knows and understands valuation approaches, methods and techniques on very good level | |
| Ec_1A_D7/05_W02 The student knows and understands the ways of estimating value depending on the purpose of the valuation and the type of property | 2,0 | does not know or understand the methods of assessing value according to the purpose of the valuation and the type of property |
| 3,0 | knows or understands the methods of assessing value according to the purpose of the valuation and the type of property on the passing level | |
| 3,5 | knows or understands the methods of assessing value according to the purpose of the valuation and the type of property on more than passing level | |
| 4,0 | knows or understands the methods of assessing value according to the purpose of the valuation and the type of property on good level | |
| 4,5 | knows or understands the methods of assessing value according to the purpose of the valuation and the type of property on more than good level | |
| 5,0 | knows or understands the methods of assessing value according to the purpose of the valuation and the type of property on very good level |
Kryterium oceny - umiejętności
| Efekt uczenia się | Ocena | Kryterium oceny |
|---|---|---|
| Ec_1A_D7/05_U01 The student will be able to estimate the value of immovable property using specific valuation approaches, methods and techniques | 2,0 | is unable to estimate the value of the property using specific valuation approaches, methods and techniques |
| 3,0 | is able to estimate the value of the property using specific valuation approaches, methods and techniques on the passing level | |
| 3,5 | is able to estimate the value of the property using specific valuation approaches, methods and techniques on more than passing level | |
| 4,0 | is able to estimate the value of the property using specific valuation approaches, methods and techniques on good level | |
| 4,5 | is able to estimate the value of the property using specific valuation approaches, methods and techniques on more than good level | |
| 5,0 | is able to estimate the value of the property using specific valuation approaches, methods and techniques on very good level | |
| Ec_1A_D7/05_U02 The student will be able to evaluate the object of valuation, determine the purpose and select data sources for the valuation | 2,0 | is unable to assess the subject of the valuation, does not identify the objectives and does not select data sources for the valuation |
| 3,0 | is able to assess the subject of the valuation, does not identify the objectives and does not select data sources for the valuation on the passing level | |
| 3,5 | is able to assess the subject of the valuation, does not identify the objectives and does not select data sources for the valuation on more than passing level | |
| 4,0 | is able to assess the subject of the valuation, does not identify the objectives and does not select data sources for the valuation on good level | |
| 4,5 | is able to assess the subject of the valuation, does not identify the objectives and does not select data sources for the valuation on more than good level | |
| 5,0 | is able to assess the subject of the valuation, does not identify the objectives and does not select data sources for the valuation on very good level |
Kryterium oceny - inne kompetencje społeczne i personalne
| Efekt uczenia się | Ocena | Kryterium oceny |
|---|---|---|
| Ec_1A_D7/05_K01 The student is ready for responsible professional roles, is aware of the importance of estimating property values for various purposes - price determination, fees, compensation, etc. | 2,0 | is not ready for responsible professional roles, is not aware of the importance of estimating property values for various purposes - price setting, fees, compensation, etc. |
| 3,0 | is ready for responsible professional roles, is not aware of the importance of estimating property values for various purposes - price setting, fees, compensation, etc. on the passing level | |
| 3,5 | is ready for responsible professional roles, is not aware of the importance of estimating property values for various purposes - price setting, fees, compensation, etc. on more than passing level | |
| 4,0 | is ready for responsible professional roles, is not aware of the importance of estimating property values for various purposes - price setting, fees, compensation, etc. on good level | |
| 4,5 | is ready for responsible professional roles, is not aware of the importance of estimating property values for various purposes - price setting, fees, compensation, etc. on more than good level | |
| 5,0 | is ready for responsible professional roles, is not aware of the importance of estimating property values for various purposes - price setting, fees, compensation, etc. on very good level |
Literatura podstawowa
- Dydenko J., Szacowanie nieruchomości, Wolters Kluwer, Warszawa, 2020
- Dydenko J. Telega T, Wycena nieruchomości. Komentarz do ustawy o gospodarce nieruchomościami i Rozporządzenia ws wyceny i sporządzania operatu szacunkowego, Wolters Kluwer, Warszawa, 2016
- PFSRM, Standardy zawodowe rzeczoznawców majątkowych, PFSRM, Warszawa
- Oleńczuk-Paszel A., Śpiewak-Szyjka M., Tarasiewicz M., Podstawowe źródła informacji o nieruchomościach, Wydawnictwo ZUT w Szczecinie, Szczecin, 2021
Literatura dodatkowa
- Kucharska - Stasiak E., Ekonomiczny wymiar nieruchomości, PWN, Warszawa, 2016
- Ustawa o gospodarce nieruchomościami
- Rozporządzenie w sprawie wyceny i sporządzania operatu szacunkowego
- Rzeczoznawca majątkowy, Polska Federacja Stowarzyszeń Rzczoznawców Majątkowych, Warszawa, Kwartalnik
- Śpiewak-Szyjka M., Oleńczuk-Paszel A., Nowak M., Zaremba A., Gospodarowanie gminnym zasobem nieruchomości, CeDeWu, Warszawa, 2021
- Manya M. Mooya, Real Estate Valuation Theory. A Critical Appraisal, Springer, 2016
- J. Brzezicka, R. Wiśniewski, M. Figurska, Disequilibrium in the real estate market: Evidence from Poland, University of Warmia and Mazury in Olsztyn, Olsztyn, 2018