SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Raise funds for a heritage practice 
SAQA US ID UNIT STANDARD TITLE
114521  Raise funds for a heritage practice 
ORIGINATOR
SGB Heritage Management Studies 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 02 - Culture and Arts Cultural Studies 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 4  NQF Level 04 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
The qualifying learner will be able to use the knowledge and skills as acquired through this unit standard to realise the potential of their chosen heritage practice field through being able to identify funding sources for projects, develop appropriate fundraising strategies and compile a funding proposal in alignment with a business plan in order to access these funds. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
Before commencing with this unit standard, the learner will need to have competencies to:
  • Complete mathematical calculations at level 3 using rules of addition, subtraction, division and multiplication
  • Process word documents on the computer
  • Use basic manual and computerised spreadsheets
  • Identify and evaluate marketing principles
  • Identify and develop business plans
  • Communicate in written form at NQF level 2 in one language and NQF Level 3 in another 

  • UNIT STANDARD RANGE 
    Within the complexity of the various field specialisations as offered through the overall qualification, it is imperative that a wide range of funding organisations, covering a broad range of funding bases is covered. In addition, funding should also be explored along levels of private and public domains, as well as according to the different tiers of governance levels.

    Within financial planning, heritage personnel need to be aware of what type of funding bases are applicable. Investigations should thus encompass:
  • State funds, at national, provincial, regional or local authority levels.
  • Partial funding from self-generated or self-found funds.
  • Private sector funding

    A fundraising strategy involves the:
  • Targeting of potential funding sources.
  • The use of different media like campaign posters and pamphlets, newspapers, radio, television, the internet, events.
  • Planning of a media campaign and other fundraising events and activities into a time-frame.

    Budget design should take into account the fact that different funding bases look to fund different areas of operation and may require different formats. 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Design a fundraising strategy for a heritage practice. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Funding sources applicable to the heritage practice are identified according to the different modes of heritage funding available. 

    ASSESSMENT CRITERION 2 
    A fundraising strategy is designed appropriate to funding sources/bases. 

    ASSESSMENT CRITERION 3 
    Various funding sources are targeted according to marketing strategies. 

    ASSESSMENT CRITERION 4 
    A medium for creating funding awareness is selected, according to marketing and business strategies. 

    ASSESSMENT CRITERION 5 
    Fundraising activities are planned and sequenced in accordance with marketing/business plan timeframes. 

    SPECIFIC OUTCOME 2 
    Generate funds in a heritage context. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Sources of fund generations are realistically identified. 

    ASSESSMENT CRITERION 2 
    Financial targets for a campaign is realistically set. 

    ASSESSMENT CRITERION 3 
    Spending on the campaign is congruent with projected income and planned profits. 

    ASSESSMENT CRITERION 4 
    Success of campaign is assessed throughout and remedial action taken when required. 

    SPECIFIC OUTCOME 3 
    Compile a budget according to a heritage goal. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Budgets for different funding bases are compiled in accordance with funding requirements. 

    ASSESSMENT CRITERION 2 
    Appropriate formats for budgets are completed in accordance with funder`s requirements. 

    ASSESSMENT CRITERION 3 
    Appropriate items are identified and selected for inclusion in each budget. 

    ASSESSMENT CRITERION 4 
    Budget is monitored for compliance and remedial actions taken when required. 

    SPECIFIC OUTCOME 4 
    Monitor and adapt fundraising strategies. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Place contextual fundraising strategy within an organisational strategy to ensure departmental compliance to organisational goals. 

    ASSESSMENT CRITERION 2 
    Reflect on the success of past strategies in order to assess success of distinctive components. 

    ASSESSMENT CRITERION 3 
    Document the lessons learnt in the past for use in the future. 

    ASSESSMENT CRITERION 4 
    Recommend and work with others in the monitoring and adapting of fundraising strategies. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • Assessment of learner achievements takes place at providers accredited by a relevant ETQA (RSA, 1998b) for the provision of programs that result in the outcomes specified for this unit standard.
  • Anyone assessing a learner against this unit standard must be registered as an assessor with a relevant ETQA.
  • Any institution offering learning that will enable achievement of this unit standard must be accredited as a provider with a relevant ETQA.
  • The relevant ETQA according to the moderation guidelines and the agreed ETQA procedures will oversee moderation of assessment and is responsible for moderation of learner achievements of learners who meet the requirements of this unit standard. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    Credited learners understand and can explain:
  • Basic financial statements
  • A business plan
  • Research 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems when compiling budgets. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others when generating funds for heritage. 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage themselves monitoring and adapting fundraising strategies. 

    UNIT STANDARD CCFO COLLECTING 
    Evaluate information when compiling budgets. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively when generating funds for heritage. 

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology in the generation of budgets and plans. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems when raising funds for heritage in general. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  48812   Further Education and Training Certificate: Heritage Practice  Level 4  NQF Level 04  Reregistered  2023-06-30  CATHSSETA 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    NONE 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.