SUBJECT CONVEYANCING _DOMESTIC_

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					SUBJECT: LOCAL GOVERNMENT CONVEYANCING                         QUARTER NUMBER (1 – 8)…………………………………………..

TRAINING LOGBOOK                                NAME OF TRAINEE:………………………………………………………DATE………………..

Legal Practice Area                                                     Weeks 1 – 13
                                            1      2   3   4      5   6      7       8   9   10   11   12   13
COMMERCIAL LEASING
1. LEASE/SUB-LEASE (ACTING
   FOR LANDLORD
a) Receiving Instructions
b) Drafting lease and offer to lease (if
   applicable) and submitting to
   tenant’s solicitor
c) Drafting Licence for Works
   agreement (if applicable) and
    submitting to tenant’s solicitor
d) Drafting back letter (if applicable)
   and submitting to tenant’s solicitor
e) Drafting guarantee agreement (if
   applicable) and submitting to
   tenant’s solicitor
f) Reporting to client department on
   tenant’s solicitor’s revisals to draft
   lease and ancillary documents and
   taking instructions
g) Negotiating drafts to agreement
h) Dealing with missives to
   conclusion
i) Seeking and agreeing terms of
   heritable creditor’s consent (if
   applicable)
j) Seeking and agreeing terms of
   Head Landlord’s consent (Sub-
   Lease)
k) Drafting memoranda for search
   and ordering searches and
   responding to title queries
                                                                   Weeks 1 – 13
                                           1   2   3   4   5   6        7     8   9   10   11   12   13

l)    Calculation and requesting stamp
     duty/registration dues from tenant
m)   Accounting and reporting to client
     on completion.
n)   Producing and comparing
     engrossed lease and ancillary
     documents and having same
     executed.
o)   Having lease and ancillary
     documents stamped and
     registered including completion of
     LV (A) form.
p)   Storing extract/final documents or
     passing on to client/tenants/
     heritable/creditors/head landlords
      as appropriate.
q)   Instruct Invoice for legal fees and
     outlays.
2    RENT REVIEW
a)   Drafting rent review agreement
     and sending to tenant’s agent for
     revisal.
b)   Taking instructions regarding
     tenant’s revisals.
c)   Having rent review agreement
     executed and registered if
     applicable.
3    CONSENT TO SUB-LEASE
     (ACTING FOR LANDLORD)
a)   Receiving instructions.
b)   Reporting to client department on
     terms of Sub-Lease.
c) Revising Sub-Lease.
d) Drafting and negotiating letter/
   minute of consent to Sub-Lease.
                                                               Weeks 1 – 13
                                           1   2   3   4   5   6    7     8   9   10   11   12   13
4  CONSENT TO ASSIGNATION
   (ACTING FOR LANDLORD)
a) Receiving instructions.
b) Reporting to client on terms of
   assignation.
c) Revising draft assignation.
d) Drafting and negotiating letter/
   minute of consent to assignation.
e) Informing client department that
   Assignation is complete.
f)   Instructing invoice for legal fees.

COMMERCIAL CONVEYANCING
1 SALE
(a) Taking instructions as necessary,
    obtaining titles, examination of
    titles, obtaining licences (if
    applicable), obtaining building
    warrants etc (if applicable),
    confirmation of VAT position,
    ascertaining whether staff are to
    be transferred, obtaining inventory
    of moveable items if necessary.
(b) Instruction of property enquiry
    certificates and drafting of
    Discharges, Memos for Search or
    Land Register Reports.
(c) Examination of offer and
    preparing qualified acceptance,
    submission of titles and necessary
    drafts and reports.
(d) Dealing with missives until
    conclusion.
                                                                   Weeks 1 – 13
                                           1   2   3   4   5   6        7     8   9   10   11   12   13
(e) Dealing with titles and
    observations, instruction of
    necessary Searches, Company
    Searches if required, revising draft
    Disposition, dealing with
    Discharges, obtaining redemption
    figures, obtaining ancillary titles
    as may be necessary (burden
    writs), redemption of feu duty if
    appropriate, forwarding of
    searches etc.
    Dealing with licensing matters as
    appropriate.
(f) Having disposition executed.
(g) Settlement, delivery of titles and
    papers etc, framing Letter of
    Obligation, completion of
    instructions to Registers of
    Scotland.
(h) Accounting to client department

(i) Instructing invoice for legal fees.
2 PURCHASE
(a) Receiving instructions. Is VAT
    payable, framing draft offer,
    ascertaining whether staff are to
    be transferred, and whether
    inventory of moveable items is
    necessary.
(b) Examination of qualified
    acceptance, examination of titles
    and noting, concluding missives.
                                                                Weeks 1 – 13
                                        1   2   3   4   5   6      7      8    9   10   11   12   13
(c) Framing draft Disposition and
    reporting to client department on
    titles with plans etc, framing
    observations on title.
(d) Examination of Searches and
    Company Searches, property
    reports and licences and building
    warrants etc, and raising of all
    enquiries.
(e) Engrossment of Disposition.
(f) Settlement; order cheque under
    appropriate financial code.
(g) Stamp Disposition and submit
    deeds to Registers.
(h) Report to client department.

COUNCIL HOUSE SALE
(a) Draft Memorandum for
    (Continuation of) Search.
(b) Draft Disposition

(c) Draft letter of obligation

(d) Draft Form 11/13 (L.R.)
(e) Submit titles for examination; or
    Land Certificates (L.R.)
(f) Deal with and answer
    observations.
(g) Revise Forms 1, 2, 4 (L.R.)

(h) Obtain Interim Report

(i) Obtain Form 11/13 Report (L.R.)
                                                                   Weeks 1 – 13
                                           1   2   3   4   5   6       7     8    9   10   11   12   13

(j) Execute Disposition
(k) Deliver Disposition and all relevant
    titles and documents and deal with
    settlement formalities.
(l) Obtain and send out invoice for
    legal fees and outlays.
(m) Report to client department.

WAYLEAVES
(a) Receive instructions. Check title.
(b) Draft additional wayleave
    conditions
(c) Send out finalised agreement
(d) Arrange for finalised agreement to
    be placed in Council’s records.
(e) Instruct and send out invoice for
    legal fees.
CHARGING ORDER
1   CREATION OF CHARGING
    ORDER
(a) Receive instructions.
(b) Contact solicitors acting for party
    in order to borrow title deeds.
(c) Draft Charging Order.
(d) Engross Charging Order and get it
    executed.
(e) Order cheque for registrations
    due, complete forms for
    registration and send away Order
    for recording.
(f) Inform Social Work and solicitors
    acting for party that charging order
    is in place.
                                                                     Weeks 1 – 13
                                             1   2   3   4   5   6       7     8    9   10   11   12   13
2     DISCHARGE OF CHARGING
      ORDER
(a)   Obtain all information about the
      sale of the property from the
      solicitors. Pass this information to
      Social Work.
(b)   Check original Charging Order
      and draft Discharge.
(c)   Engross Discharge and have it
      executed.
(d)   On receipt of cheque for
      outstanding fees send executed
      Discharge and original Charging
      Order to other solicitor.
(e)   Pass cheque to Social Work and
      inform them that Discharge is
      complete.
TREE PRESERVATION ORDER
(a) Receive instructions. Instruct
    searchers to obtain copies of
    relevant titles.
(b) Draft TPO, draft statement of
    reasons, draft advert for
    newspaper. Write accompanying
    letters to all Parties, libraries,
    keeper, etc
(c) Engross and execute TPO.
    Signature stamp statement of
    reasons
(d) Instruct Sheriff Officers to serve
    Orders
(e) Fill in appropriate form to enable
    advert to appear in newspaper.
(f) Inform client Department that
    Order has been created and
    served.
FURTHER DETAIL
TRAINING COURSES / SEMINARS

Week No        Subject        Comments
                              Course Provider