Assessor Resource

BSBLEG313
Lodge documents in a legal services environment

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes skills and knowledge required to organise documents for lodgement at a court or non-judicial registry, plan and carry out lodgement, and return proof of document lodgement. Document lodgement may be carried out digitally.

The unit applies to individuals who provide administrative support in a legal services environment, while under supervision.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

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:

assemble complete and accurate documentation for lodgement relating to:

at least two different courts

at least one non-judicial registry.

In the course of the above, the candidate must:

plan submission schedule to accommodate agreed timelines

prepare monies for filing fees

maintain records of activities, actions, outcomes, time and costs according to organisational policies and procedures.

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:

organisational policies and procedures for document submission, including policies and procedures relating to:

disbursements

document storage

accepted codes of conduct including those relating to:

privacy and confidentiality

ethical behaviour

compliance with reasonable direction

relevant court processes, current legislation, legal processes and required documentation.

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:

appropriate legislation and regulations relevant to performance evidence.

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:

assemble complete and accurate documentation for lodgement relating to:

at least two different courts

at least one non-judicial registry.

In the course of the above, the candidate must:

plan submission schedule to accommodate agreed timelines

prepare monies for filing fees

maintain records of activities, actions, outcomes, time and costs according to organisational policies and procedures.

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:

organisational policies and procedures for document submission, including policies and procedures relating to:

disbursements

document storage

accepted codes of conduct including those relating to:

privacy and confidentiality

ethical behaviour

compliance with reasonable direction

relevant court processes, current legislation, legal processes and required documentation.

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:

appropriate legislation and regulations relevant to performance evidence.

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
Identify task requirements, including registry for lodgement and documents to be lodged 
Identify requirements for chosen method of lodgement 
Copy and collate documents, where relevant, according to registry requirements and organisational policies and procedures 
Obtain monies to pay for lodgement, where relevant, according to organisational policies and procedures 
Access registry safely and securely 
Submit documents according to registry and task requirements 
Record relevant details where documents are deficient and cannot be lodged 
Make payment, where relevant, according to registry requirements 
Resolve barriers to lodgement within scope of own role or refer to relevant personnel 
Obtain record of lodgement and confirm that task requirements have been met 
Store required documents according to organisational policies and procedures 
File records of lodgement expense according to organisational policies and procedures 
Advise required personnel of lodgement outcome and report outstanding issues 

Forms

Assessment Cover Sheet

BSBLEG313 - Lodge documents in a legal services environment
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

BSBLEG313 - Lodge documents in a legal services environment

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: