Assessor Resource

BSBCNV613
Prepare legal documents for a conveyancing transaction

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to prepare legal documents to support conveyancing transactions on behalf of clients.

It applies to individuals who use organisational skills to analyse and prepare legal documents suitable for purpose.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the BSB Companion Volume Implementation Guide or the relevant regulator for specific guidance on requirements.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

prepare legal documents for conveyancing transactions that comply with legislative requirements and client requirements on at least four occasions.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

principles and laws applicable to drafting legal documents for conveyancing transactions

definitions of conflict of interest within legislation and the industry

current legislative, regulatory and industry practices, procedures and services

common legal terms

common professional and conveyancing industry terminology

common words or terms relevant to drafting legal documents for conveyancing transactions

contracts and other legal documents relevant to conveyancing transactions

transactions for personal, business or real estate conveyancing

policies, procedures and business requirements of relevant practice

key rules and procedures for:

use of precedents, templates and statutory forms

construction and interpretation of documents.

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

a variety of legal documents to support a transaction.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

prepare legal documents for conveyancing transactions that comply with legislative requirements and client requirements on at least four occasions.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

principles and laws applicable to drafting legal documents for conveyancing transactions

definitions of conflict of interest within legislation and the industry

current legislative, regulatory and industry practices, procedures and services

common legal terms

common professional and conveyancing industry terminology

common words or terms relevant to drafting legal documents for conveyancing transactions

contracts and other legal documents relevant to conveyancing transactions

transactions for personal, business or real estate conveyancing

policies, procedures and business requirements of relevant practice

key rules and procedures for:

use of precedents, templates and statutory forms

construction and interpretation of documents.

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

a variety of legal documents to support a transaction.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Evaluate legal nature of document 
Identify the structure, function and significance of document in conveyancing transaction 
Interpret and apply statutory and general law principles governing document and its function in conveyancing transaction 
Identify and apply rules governing construction and interpretation of contracts and other legal documents 
Identify and apply rules for use of precedents, templates, standard form contracts, and statutory forms 
Use principles of legal drafting, including use of plain language, to prepare the document 
Interpret and draft terms essential to protect client’s interests 
Review and rectify any lack of conformity with client’s instructions 
Check parties, property information and factual details for accuracy 
Check annexures to document for accuracy and relevance 
Correct gaps, spelling and grammatical errors, lack of certainty or ambiguity in language 
Review and rectify non-compliance with legal principles within document 

Forms

Assessment Cover Sheet

BSBCNV613 - Prepare legal documents for a conveyancing transaction
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

BSBCNV613 - Prepare legal documents for a conveyancing transaction

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: