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

BSBCNV601 Mapping and Delivery Guide
Identify and conduct searches

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency BSBCNV601 - Identify and conduct searches
Description
Employability Skills
Learning Outcomes and Application This unit describes skills and knowledge required for conducting searches, analysing and evaluating all relevant conveyancing data for the transaction following confirmation of initial instructions from the client.It 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 Implementation Guide Companion Volume 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.
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 to confirm facts relating to transactions
  • Define and confirm with client, searches to be performed prior to commencement
  • Identify and arrange required reports with the appropriate bodies to meet agreed timelines
  • Identify applicable fees, taxes, other expenses and rebates, and promptly and accurately advise client
       
Element: Perform relevant document searches and investigations
  • Accurately and thoroughly perform searches using appropriate methods
  • Establish and record legal positions in accordance with the practice’s policy and procedures
  • Obtain required third-party reports from the appropriate bodies
       
Element: Evaluate issues arising with transaction
  • Identify, summarise and communicate legal issues and risks to client clearly and promptly and in accordance with relevant legislation, regulations and the practice’s policy and procedures
  • Define and clarify client’s rights within the transaction for the client
  • Establish desired outcomes and devise strategies to achieve them in consultation with client
  • Thoroughly assess implications for professional indemnity insurance and take appropriate action
       
Element: Deal with third parties and other professionals
  • Identify relevant third parties and other professionals
  • Identify information to be obtained from or provided to third parties and other professionals
  • Conduct appropriate consultation with third parties and other professionals and obtain authorities
       
Element: Present information relevant to transaction to client
  • Present documentation clearly and promptly and in accordance with relevant legislation and regulations and the practice’s policy and procedures
  • Record and document information necessary for the 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.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Identify information needs

1.1 Identify sources of information relevant to the transaction

1.2 Examine documentation and titles to confirm facts relating to transactions

1.3 Define and confirm with client, searches to be performed prior to commencement

1.4 Identify and arrange required reports with the appropriate bodies to meet agreed timelines

1.5 Identify applicable fees, taxes, other expenses and rebates, and promptly and accurately advise client

2 Perform relevant document searches and investigations

2.1 Accurately and thoroughly perform searches using appropriate methods

2.2 Establish and record legal positions in accordance with the practice’s policy and procedures

2.3 Obtain required third-party reports from the appropriate bodies

3 Evaluate issues arising with transaction

3.1 Identify, summarise and communicate legal issues and risks to client clearly and promptly and in accordance with relevant legislation, regulations and the practice’s policy and procedures

3.2 Define and clarify client’s rights within the transaction for the client

3.3 Establish desired outcomes and devise strategies to achieve them in consultation with client

3.4 Thoroughly assess implications for professional indemnity insurance and take appropriate action

4 Deal with third parties and other professionals

4.1 Identify relevant third parties and other professionals

4.2 Identify information to be obtained from or provided to third parties and other professionals

4.3 Conduct appropriate consultation with third parties and other professionals and obtain authorities

5 Present information relevant to transaction to client

5.1 Present documentation clearly and promptly and in accordance with relevant legislation and regulations and the practice’s policy and procedures

5.2 Record and document information necessary for the transaction to proceed in a legally binding manner in client files

5.3 Advise client of the implications of all information received from or forwarded to relevant parties

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.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Identify information needs

1.1 Identify sources of information relevant to the transaction

1.2 Examine documentation and titles to confirm facts relating to transactions

1.3 Define and confirm with client, searches to be performed prior to commencement

1.4 Identify and arrange required reports with the appropriate bodies to meet agreed timelines

1.5 Identify applicable fees, taxes, other expenses and rebates, and promptly and accurately advise client

2 Perform relevant document searches and investigations

2.1 Accurately and thoroughly perform searches using appropriate methods

2.2 Establish and record legal positions in accordance with the practice’s policy and procedures

2.3 Obtain required third-party reports from the appropriate bodies

3 Evaluate issues arising with transaction

3.1 Identify, summarise and communicate legal issues and risks to client clearly and promptly and in accordance with relevant legislation, regulations and the practice’s policy and procedures

3.2 Define and clarify client’s rights within the transaction for the client

3.3 Establish desired outcomes and devise strategies to achieve them in consultation with client

3.4 Thoroughly assess implications for professional indemnity insurance and take appropriate action

4 Deal with third parties and other professionals

4.1 Identify relevant third parties and other professionals

4.2 Identify information to be obtained from or provided to third parties and other professionals

4.3 Conduct appropriate consultation with third parties and other professionals and obtain authorities

5 Present information relevant to transaction to client

5.1 Present documentation clearly and promptly and in accordance with relevant legislation and regulations and the practice’s policy and procedures

5.2 Record and document information necessary for the transaction to proceed in a legally binding manner in client files

5.3 Advise client of the implications of all information received from or forwarded to relevant parties

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 to confirm facts relating to transactions 
Define and confirm with client, searches to be performed prior to commencement 
Identify and arrange required reports with the appropriate bodies to meet agreed timelines 
Identify applicable fees, taxes, other expenses and rebates, and promptly and accurately advise client 
Accurately and thoroughly perform searches using appropriate methods 
Establish and record legal positions in accordance with the practice’s policy and procedures 
Obtain required third-party reports from the appropriate bodies 
Identify, summarise and communicate legal issues and risks to client clearly and promptly and in accordance with relevant legislation, regulations and the practice’s policy and procedures 
Define and clarify client’s rights within the transaction for the client 
Establish desired outcomes and devise strategies to achieve them in consultation with client 
Thoroughly assess implications for professional indemnity insurance and take appropriate action 
Identify relevant third parties and other professionals 
Identify information to be obtained from or provided to third parties and other professionals 
Conduct appropriate consultation with third parties and other professionals and obtain authorities 
Present documentation clearly and promptly and in accordance with relevant legislation and regulations and the practice’s policy and procedures 
Record and document information necessary for the 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

BSBCNV601 - Identify and conduct searches
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

BSBCNV601 - Identify and conduct searches

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: