Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

BSBCNV615 Mapping and Delivery Guide
Interpret search results for a conveyancing transaction

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency BSBCNV615 - Interpret search results for a conveyancing transaction
Description
Employability Skills
Learning Outcomes and Application This unit describes skills and knowledge required to conduct searches and analyse and evaluate all relevant conveyancing data for conveyancing transactions following confirmation of initial instructions from the client.The unit applies to individuals who use research skills and systematic approaches to organise and collate complex documentation that meets compliance requirements.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.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.

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:

records showing the conduct of conveyancing search.

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

Prerequisites/co-requisites
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities
Slides
PPT
Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Identify information needs
  • Identify sources of information relevant to the transaction
  • Examine documentation and titles and confirm facts relating to transaction
  • Define searches to be performed and confirm with client prior to commencement
  • Identify and arrange reports and searches with the required bodies according to practice policies and procedures
  • Identify applicable fees, taxes, and rebates, and advise client
       
Element: Undertake document investigations
  • Perform searches using relevant methods according to practice policies and procedure
  • Establish and record legal positions according to practice policies and procedures
  • Collect required third-party reports from the relevant bodies
       
Element: Evaluate issues arising with transaction
  • Identify, summarise and communicate legal issues and risks to client according to relevant legislation, regulations and practice policies and procedures
  • Define and clarify clients’ rights within transaction and communicate with client
  • Establish desired outcomes and devise strategies to achieve them in consultation with client
  • Assess transaction implications for professional indemnity insurance and take relevant action
       
Element: Deal with third parties and other relevant stakeholders
  • Identify relevant third parties and other relevant stakeholders
  • Identify information to be obtained from or provided to third parties and other relevant stakeholders
  • Conduct consultation with third parties and relevant stakeholders and obtain authorisation
       
Element: Present information relevant to transaction to client
  • Present documentation according to relevant legislation and regulations and practice policies and procedures
  • Record and document information necessary for transaction to proceed in a legally binding manner in client files
  • Advise client of the implications of all information received from or forwarded to relevant parties
       


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:

identify information needs, complete searches and evaluate and communicate collected information for a conveyancing transaction on at least three occasions.

In the course of the above, the candidate must:

communicate with a client and third parties involved in a transaction

request and record search information from authorities and third parties

assess transaction risk

present clear, concise and accurate information in relation to a transaction.

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:

business principles and law applicable to conveyancing transactions

current legislative, regulatory and industry practices, procedures and services

professional and industry terminology

consequences of searches relevant to the conveyancing transaction

procedures and practices for conducting searches

relevant practice policies and procedures

registration procedures and strategies

procedures for risk assessment and evaluation strategies

relevant types of document searches, for personal, business or real estate conveyancing.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, 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.
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 sources of information relevant to the transaction 
Examine documentation and titles and confirm facts relating to transaction 
Define searches to be performed and confirm with client prior to commencement 
Identify and arrange reports and searches with the required bodies according to practice policies and procedures 
Identify applicable fees, taxes, and rebates, and advise client 
Perform searches using relevant methods according to practice policies and procedure 
Establish and record legal positions according to practice policies and procedures 
Collect required third-party reports from the relevant bodies 
Identify, summarise and communicate legal issues and risks to client according to relevant legislation, regulations and practice policies and procedures 
Define and clarify clients’ rights within transaction and communicate with client 
Establish desired outcomes and devise strategies to achieve them in consultation with client 
Assess transaction implications for professional indemnity insurance and take relevant action 
Identify relevant third parties and other relevant stakeholders 
Identify information to be obtained from or provided to third parties and other relevant stakeholders 
Conduct consultation with third parties and relevant stakeholders and obtain authorisation 
Present documentation according to relevant legislation and regulations and practice policies and procedures 
Record and document information necessary for transaction to proceed in a legally binding manner in client files 
Advise client of the implications of all information received from or forwarded to relevant parties 

Forms

Assessment Cover Sheet

BSBCNV615 - Interpret search results 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

BSBCNV615 - Interpret search results 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: