Assessor Resource

BSALR301A
Handle receipt and despatch of information

Assessment tool

Version 1.0
Issue Date: April 2024


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.

Critical Aspects:

• a firm’s policies and procedures are understood and followed

• instructing legal practitioner is kept up to date with activities, actions and outcomes

• incoming mail is registered accurately

• court, original and served documents are processed appropriately

• incoming mail, including urgent and confidential items, is distributed to correct personnel within accepted timelines

• damaged, suspicious or missing items are dealt with according to a firm’s processes and procedures

• regulations regarding process serving are followed where necessary

• outgoing mail is collected within accepted timelines

• outgoing mail is registered appropriately and prepared for despatch according to delivery and carrier requirements, including appropriate mail style, envelopes and delivery method

• documents are collated to meet delivery and recipient’s requirements

• bulk mail is prepared in accordance with carrier’s requirements including minimum number of items

• urgent and same day deliveries are arranged to meet delivery requirements, taking into account location of recipient

• all details, including addresses, numerical information, spelling and contents of mail are checked for accuracy

• AUSDOC mail is addressed correctly and deposited in correct boxes

• any problems are identified and clarification is sought from designated persons if unable to resolve problem appropriately

• outgoing mail is despatched in time to meet carrier’s delivery schedule

Resource implications:

The assessor must have access to appropriate documentation and resources normally found in the work environment and required to allow the job or task to be properly performed. These may include:

• appropriate legislation and regulations relevant to assisting clients, conducting searches and using trust account money

• workplace manuals and reference materials such as company policy, procedural manuals and checklists

• sample search forms from a variety of agencies

• appropriate technology such as computers with relevant software and connections

Consistency in performance:

This unit of competency will require evidence to be collected across a range of events, eg. dealing with different organisational requirements, and over a period of time to ensure that situational variables are consistently achieved.

Context of assessment:

Evidence of competency can be met in different situations, including:

• on the job assessment

• off the job assessment

• placement in an enterprise

• participation in a New Apprenticeship (traineeship) arrangement

• use of a Practice Firm or simulated work environment

• flexible delivery methods used by training providers to cater for distance education students

• Recognition of Prior Learning, Recognition of Current Competencies (in skill areas where there has been no significant change to work practice in recent times).

Evidence gathering methods may include:

• workplace performance

• role-play

• simulation

• projects/assignments

third party reports

Underpinning knowledge and skills

Knowledge

• firm's policies and procedures required across the full range of tasks covered

• the roles and locations of a firm’s personnel

• Australia Post's batching specifications

• courier selection

Skills

• literacy: follows a firm's policies and procedures; records incoming and outgoing mail and checks for accuracy of address details

• numeracy: checks weights and addresses; records items; sorts and collates; estimates time for mail despatches and bulk mailouts

• communication: listens to clear sequenced instructions of several steps to complete task; participates effectively in spoken interactions in order to convey actions and outcomes; consults and questions supervisor and peers to clarify status of mail/documents; gives oral instructions to peers, eg. where to locate mail

• problem solving: chooses appropriate delivery method for mail/court documents


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.

This Unit covers receiving and distributing incoming mail and collecting and despatching outgoing mail. It also covers collating and despatching bulk mail according to Australia Post and AUSDOC specifications.

This unit has been adapted from BSAINF201B : Handle mail to facilitate information flow. This unit can be assessed alone or in combination with other units making up a job role.

Element of Competency

Performance Criteria

Receive and distribute incoming mail

• Incoming mail is checked and registered to ensure accuracy of records

• Court documents are processed according to the firm’s procedures

• Original documents are processed according to the firm’s procedures

• Served documents are processed according to the firm’s procedures

• Titles and locations of company personnel and departments are identified and understood

• Urgent and confidential mail is identified and distributed to the addressee promptly

• Mail is sorted and despatched to the nominated person/location

• Damaged, suspicious or missing items are recorded and where necessary reported promptly

Receive and despatch outgoing mail

• Outgoing mail is collected from each section of the firm, checked and sorted to ensure all items are correctly prepared for despatch

• The most appropriate method of delivery is determined and appropriate envelopes are selected and addressed correctly

• Outgoing mail is processed correctly

• Mail is recorded in register

• Mail is sorted according to carrier

• Mail is despatched using the most appropriate delivery method

• Mail is despatched to meet designated timelines

Collate and despatch documents for bulk mailing

• Quantities/resources/time to complete bulk mailing of documents estimated correctly

• Documents are collated as required

• Envelopes are sorted and batched in accordance with specifications

• Where appropriate, AUSDOC bulk mail interstate satchels are employed

• Numerical information is self-checked

• Batched items are lodged in time for delivery by relevant carrier

Organise urgent and same day deliveries

• Items for urgent delivery are weighed, packaged and addressed

• Cheapest and best option for delivery is determined and selected

• Follow-up is made if necessary

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
 
 
 
 

Forms

Assessment Cover Sheet

BSALR301A - Handle receipt and despatch of information
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

BSALR301A - Handle receipt and despatch of information

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: