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 FNSPRT302A, 'Administer a non-complex estate'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Administer a non-complex estate' 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 |
1. Initiate the process of proving the will of the non-complex estate | 1.1. Estate file is opened promptly at time of notification of client's death 1.2. Preliminary reading of the will is undertaken to establish parameters and instructions previously given |
2. Prove the will | 2.1. Identification of formal administration of estate is obtained where required 2.2. If required, a notice of intention to apply for probate is advertised and probate documents are prepared or their preparation arranged 2.3. Probate documents are executed or their execution arranged |
3. Identify assets and liabilities and confirm beneficiaries | 3.1. The existence and value of assets specifically dealt with in the will are established 3.2. If required, more complex issues are identified and appropriate action based on the administrator's skills and experience are taken 3.3. Creditors are sought through statutory advertising notices and accurate statements of assets and liabilities prepared 3.4. Beneficiaries are located and their identity established |
4. Collect assets and confirm entitlement | 4.1. Liquid assets are collected and deposited into appropriate funds with cash receipted according to organisational requirements 4.2. All creditors and administration costs are paid 4.3. Schedule of beneficiaries and their entitlements is prepared and approved |
5. Distribute and finalise estate | 5.1. If required, arrangements are made for final tax return to be prepared and lodged with Australian Taxation Office (ATO) 5.2. Corpus commission is calculated and charged and final fees and charges determined 5.3. Final distribution cheques and final statements are prepared and sent to beneficiaries |