CSDS Roadshow Melb Surveying Assessment Reports and Crown Survey

Survey Assessment Reports & Crown Survey Requirements
Paul Reidy LS
Shane Ramage LS
August, September and
October 2018
Topics covered
Survey Assessment Reports

» What is a Survey Assessment Report?
» Information provided on a Survey Assessment Report?
» Who are Survey Assessment Reports prepared for?
» Who prepares Survey Assessment Reports?
» Example Survey Assessment Report
» Common findings
Crown Survey Requirements

» Purpose of Crown Surveys
» Who performs Crown Surveys?
» Survey requirements
» Abstract of Field Records
» Licensed Surveyor’s Report
» Plan of Crown Allotment
» Lodgement and approval process
2
What is a Survey Assessment Report?
• A Survey Assessment Report (also known as Survey

Report) is a detailed report prepared by our office providing
status and survey related advice on Government land.
• Reports are requested by a Government Department or

Region of the Department of Environment Land Water and
Planning (DELWP) proposing to deal with land that they
administer (Crown Land) or own (Freehold land).
• A report will typically outline the boundary, status or

management issues that may impact a proposal for the
subject land. Advice on the survey works (if any) and plans
required to achieve the proposal are provided.
• A report generally includes a plan, site photos, planning

property report and any other information considered
relevant to the site.
• In most cases a site inspection is carried out prior to the

report being prepared.
3
Information provided in a Survey Assessment Report
A typical report would include the following information:
• Purpose of the report i.e. what is the proposal?

• List of references and attachments
• Status of the subject land
• Description of the site
• Indicative parcel and land status boundaries
• Information regarding access arrangements
• Planning information (zones/overlays)
• Reservations and services (Dial Before You Dig)
• Recommendations, Survey and Plan Requirements
– Is a survey required?
– Who will do the survey? OSGV or contract?
– What plans are required?
– Additional actions required i.e. revocation, road
closure, divestment etc
– Our report generally will not address Native Title.
The Regions have their own Native Title Officers
who address Native Title matters. 4
Who are Survey Assessment Reports prepared for?
• Reports are typically prepared for Government

Departments and DEWLP Regions
• Requests are forwarded to our office directly from

Government Departments or DEWLP Regions when
they are proposing to deal with land that:
» Is not based on ‘modern’ survey
» Requires further parcellation or consolidation
» Has complex natural boundaries
» Has underlying status complexities i.e. what part of
the land is reserved?
» Has other complexities relating to cadastral matters
that are not clear from existing records
» Sometimes the Regions will seek our advice on
whether a Survey Assessment Report is required.
• Commonly requested for land that has been

determined as surplus following a Strategic Crown
Land Assessment.
» Sale to adjoining land owner
» Sale by public auction
5
Who are Survey Assessment Reports prepared for (cont.)
DELWP Regions
• Port Phillip/Barwon South West/Grampians/Loddon
Mallee/Hume/Gippsland
– Proposed sale of surplus land
» Boundaries need to be defined
» Land needs to be subdivided
» Land needs to be consolidated
» Crown Lease
» Reservation CoM
Department of Treasury and Finance

• Proposed sale of surplus land
» Crown Land Grant
» Freehold Sell
» Value based
Department of Education and Training

• Proposed change to property portfolio
» Land swaps
» Status updates e.g. revocation of reserve
Victrack and Council 6

Who prepares Survey Assessment Reports?
• OSGV Licensed Surveyors – Melbourne office

servicing the whole of Victoria
» Exception is the Loddon Mallee Region
• Contract Survey Firms

» Limited involvement at present, but arrangements can
be made for contract surveyors to prepare these
reports if requested by DELWP. These requests may
be made when large projects require a lot of reports
» Cost?
7
Example Survey Assessment Report
8
Common findings
Crown Folio or Crown diagram does not tell the whole story
– Further research and compilation of historic information is required
using:
» LASSI
» Parish Plans
» Government Gazettes
» Survey Records (Historic and recent)
» Put Away Plans
» Site Inspection
» Aerial Imagery
– Crown Folio has a ‘part’ status

» Often a determination of the ‘part’ boundary is required
9
Common findings (cont.)
Parcellation and/or survey required:
– Land is to be sold
– There is no existing survey information for
the subject land
– The subject land is not ‘captured’ as an
existing parcel e.g. some Government
Roads and watercourses
– The parcel is based on a historic survey and
boundaries and dimensions need to be
updated
The land contains Authority assets that need to be

located and protected
– It is important that a thorough investigation
is undertaken
– No referral process
10
Access issues
Proposed sale of Government
Road to the registered
proprietor of the adjoining
freehold land, being Lots 1 & 2
TP849759M
The site inspection found that

part of the Road outlined Green
was being used by the
neighbouring farm to the south
for access to a paddock
11
The occupation and

use on the ground
does not fully support
the proposal
Former school site comprising

two Crown Allotments
CA16G (Blue)
– Freehold
CA16E (Green and Red)

– Reserved Crown Land
Crown Subdivision required

Revocation required
Government Road required
12
The zoning of the land is not compatible with the

applicants land i.e. land needs to be re-zoned.
This can be a timely process
EDUCATION FACILITY
PUBLIC USE ZONE
GENERAL RESIDENTIAL
ZONE
13
Crown Survey Requirements
» Purpose of Crown Surveys

» Who performs Crown Surveys?
» Survey requirements
» Abstract of Field Records
» Licensed Surveyor’s Report
» Plan of Crown Allotment
» Lodgement and approval process
14
Purpose of Crown Surveys
To define, parcellate or consolidate Crown Land. Often undertaken to support a land status change
or to define land to be sold/granted.
Examples include:
• Closure of Government Road and sale to adjoining land owner
– Survey to define the extent of the Road to be closed. New Crown Allotment created
» Plan of Crown Allotment, Abstract of Field Records and Licensed Surveyor’s Report
• Creation of Government Road
– Survey to define the extent of the Road to be created. New Crown Allotment created
– Plan of Crown Allotment, Abstract of Field Records and Licensed Surveyor’s Report
• Survey to support the sale of Crown Land
– Survey to define the land to be sold
• Survey to support the Reservation of Crown Land
– Survey to define the land to be Reserved. New Crown Allotment created
• Survey to capture other existing or intended interests over Crown Land
– Survey to define the extent of the interest as a unique parcel (A, B etc for services) that may be referred to
in supporting information
» Plan of Survey, Abstract of Field Records and Licensed Surveyor’s Report
*The OP is used to define the parcel. The OP is then used as a reference for further action (revocation etc..)
*TP can only be prepared for Unreserved Crown Land
15
Who performs Crown Surveys?
• Licensed Surveyors in the Cadastral Infrastructure

and Standards (CIS) team of the OSGV. We
currently have 8 Licensed surveyors in the CIS team
• Contract Survey firms. OSGV has a Register of
Contract Survey Firms
• Survey firms not on our Register of Contract Survey
Firms. Survey documentation that has been
prepared by a firm that is not on our contract list can
be accepted
» This situation generally arises when a surveyor
has completed a survey for a land manager
(Council or CoM) or a neighbouring land owner
(applicant wanting to purchase the land) prior to
OSGV becoming involved in the process.
» This situation is not ideal. Often survey and plan
requirements are not known at the time of survey
and significant amendments are required.
» An e-mail enquiry to
[email protected] or a phone
call to (03) 9194 0282 prior to commencing survey
works in the above case is recommended.
16
Survey requirements
• It is important that the survey and submission

requirements are known and understood prior to
commencing works
• Survey requirements are often provided as part of our

Survey Assessment Reports. For contract surveys, the
requirements are provided as part of a quotation request
sent to the surveyor
• If approached directly by a Government Agency or third

party, it is important to contact our office to confirm the
following
– Survey requirements
– Templates to be used
– Lodgement and approval process to be followed
• OP and Crown Allotment numbers will be provided by

our office once draft copies of the documents have been
provided for review
17
Abstract of Field Records
Your standard Abstract of Field

Records template should be used.
Your logo can be included.
18
Licensed Surveyor’s Report
The template referred to in the Victorian

Cadastral Surveys Practice Directives
should be used. Remove or insert
headings as required to cover any
Crown Land particulars.
19
Plan of Crown Allotment
The templates provided on our

website should be used to ensure the
plan will be accepted by the Crown
Survey Approval (CSA) team. Your
logo can not be included.
20
Plan of Crown Allotment (cont.)
Plan of Crown Allotment - Survey Plan of Crown Allotment - Non Survey
21
Lodgement and approval process
22
Crown Surveys
Questions?
23

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Survey Assessment Reports & Crown Survey Requirements

Survey Assessment Reports

Crown Survey Requirements

• A Survey Assessment Report (also known as Survey

• Reports are requested by a Government Department or

• A report will typically outline the boundary, status or

• A report generally includes a plan, site photos, planning

• In most cases a site inspection is carried out prior to the

A typical report would include the following information:

• Purpose of the report i.e. what is the proposal?

• Reports are typically prepared for Government

• Requests are forwarded to our office directly from

• Commonly requested for land that has been

Department of Treasury and Finance

Department of Education and Training

Victrack and Council 6

• OSGV Licensed Surveyors – Melbourne office

• Contract Survey Firms

– Crown Folio has a ‘part’ status

Parcellation and/or survey required:

The land contains Authority assets that need to be

The site inspection found that

The occupation and

Former school site comprising

CA16E (Green and Red)

Crown Subdivision required

The zoning of the land is not compatible with the

PUBLIC USE ZONE

» Purpose of Crown Surveys

• Licensed Surveyors in the Cadastral Infrastructure

• It is important that the survey and submission

• Survey requirements are often provided as part of our

• If approached directly by a Government Agency or third

• OP and Crown Allotment numbers will be provided by

Your standard Abstract of Field

The template referred to in the Victorian

The templates provided on our

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