Take instructions in relation to a transaction

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver BSBCNV501, 'Take instructions in relation to a transaction'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Take instructions in relation to a transaction' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1 Establish the client’s needs

1.1 Identify, clarify and assess client needs and expectations in accordance with the practice’s policy and procedures

1.2 Determine and discuss optional courses of action with client

1.3 Check information in relation to the transaction for accuracy and relevance

1.4 Obtain mutual agreement regarding responsibilities, obligations and expectations of all parties to the transaction

1.5 Record and document client's needs and responsibilities promptly and accurately

2 Identify any conflict of interest

2.1 Identify and record existing or potential conflicts of interest associated with the transaction

2.2 Assess conflicts of interest to determine appropriate action for the client and practice, and promptly advise client of any necessary action

3 Identify parties, properties and other interests

3.1 Accurately identify and explain the roles of various parties involved in the conveyancing transaction

3.2 Analyse and explain estates and interests in the property of the relevant transaction

3.3 Analyse documentation and titles to confirm facts pertaining to the transaction

3.4 Communicate accurately to the client the title and contract details and respective consequences

4 Determine terms of engagement

4.1 Determine appropriate terms of engagement which comply with legislative, regulatory and practice requirements and articulate to client clearly and promptly

4.2 Establish and record client’s agreement with terms

4.3 Obtain authorities from client and other relevant parties

4.4 Check estimates of fees, disbursements and time for accuracy and completeness and provide to client

5 Determine contingency strategies

5.1 Assess contingencies relating to the transaction and advise the client

5.2 Determine contingency strategies and options and agree in consultation with client

6 Initiate the transaction

6.1 Select a course of action which meets the client's needs and complies with legislative requirements and with the policies and procedures of the practice

6.2 Advise client of all actions to be implemented to meet their agreed needs and expectations

6.3 Confirm and promptly record instructions from client to proceed or not to proceed

6.4 Make referrals to other professionals or third parties where appropriate

6.5 Formally open, organise and document all relevant instructions, information, facts and evidence in client file