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 THAT HAS PASSED THE END DATE: 

Contribute to capital planning and financing 
SAQA US ID UNIT STANDARD TITLE
116347  Contribute to capital planning and financing 
ORIGINATOR
SGB Public Administration and Management 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Public Administration 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 6  Level TBA: Pre-2009 was L6  15 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "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 
This Unit Standard is intended for persons who will need to prepare documentation for the approval of projects of a capital nature in a municipality and use this documentation to raise finance from financial institutions in South Africa for municipal capital projects.People credited with this Unit Standard are able to determine capital investment appraisal and project financing options as they relate to capital budgeting decisions and techniques in South Africa's local government sphere. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
It is assumed that Learners are competent in:
  • Communication at Level 4.
  • Mathematical Literacy at Level 4.
  • Economics at Level 4. 
    		•

    UNIT STANDARD RANGE 
    The typical range of this Unit Standard includes:
  • Capital evaluation techniques including: time value of money, compound interest, net present value, internal rate of return.
  • Budgeting techniques including: cash flow forecast, budget estimates. 
    		•

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Prepare a business plan for a municipal capital project. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    A detailed Memorandum of Understanding is compiled identifying role players' involvement in a capital project. 

    ASSESSMENT CRITERION 2 
    A capital expenditure programme is prepared in accordance with a municipal multi-year income and expenditure framework. 

    ASSESSMENT CRITERION 3 
    Cash and revenue consequences are calculated and presented for a capital project. 

    ASSESSMENT CRITERION 4 
    A complete business plan is prepared, presented and explained for a municipal capital project. 

    SPECIFIC OUTCOME 2 
    Apply different methods of raising finance for capital in a municipality. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The information for purposes of deciding on the funding of new capital projects and programmes is prepared in line with sound financing principles. 

    ASSESSMENT CRITERION 2 
    Different types of capital finance are identified for capital projects undertaken by municipalities and their entities. 

    ASSESSMENT CRITERION 3 
    Key issues in a borrowing strategy, sale and leaseback and equity deals are identified to facilitate decisions on an appropriate financing mix for a new capital project. 

    SPECIFIC OUTCOME 3 
    Determine and explain the capital expenditure controls. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The optimal capital expenditures operating in a municipality are established in accordance with existing legislative framework. 

    ASSESSMENT CRITERION 2 
    Issues in the capital expenditure control mechanisms are explained in relation to project life, capital rationing and other qualitative factors. 

    SPECIFIC OUTCOME 4 
    Apply criteria for screening and selecting capital projects. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Capital budgeting techniques are selected against pre-determined criteria. 

    ASSESSMENT CRITERION 2 
    Capital budgeting techniques are applied in line with sound economic principles of investment appraisal. 

    ASSESSMENT CRITERION 3 
    Cash flow and revenue consequences of a project are calculated to inform capital investment decisions. 

    SPECIFIC OUTCOME 5 
    Combine financial and non-financial factors in a project appraisal. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The concept of the time value of money is applied to the project's benefits for assessment. 

    ASSESSMENT CRITERION 2 
    Treatment of general price increases is demonstrated in the capital investment decision-making process. 

    ASSESSMENT CRITERION 3 
    Financial and non-financial factors are combined in a project appraisal to show the benefits of a particular capital expenditure programme. 

    SPECIFIC OUTCOME 6 
    Apply the cost-benefit analysis to projects undertaken by municipalities. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The information for purposes of carrying out a cost-benefit analysis on acquisition of new capital assets is prepared in line with sound economic principles. 

    ASSESSMENT CRITERION 2 
    The information for purposes of deciding on acquisition of new capital assets is analysed using a cost-benefit approach. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • An individual wishing to be assessed (including through RPL) against this Unit Standard may apply to an assessment agency, assessor or provider institution accredited by the relevant ETQA, or an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Anyone assessing a learner against this Unit Standard must be registered as an assessor with the relevant ETQA, or an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this Unit Standard or assessing this Unit Standard must be accredited as a provider with the relevant ETQA, or an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Moderation of assessment will be conducted by the relevant ETQA at its discretion. 
    		•

    UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems using critical and creative thinking processes, e.g. by trying to find the best possible capital planning options. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as a member of a team, group, organization or community, e.g. through communicating with others regarding capital planning options and fostering team commitment project team. 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one's activities responsibly and effectively, e.g. through the demonstration of ethical and moral principles in all capital planning processes. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information, e.g. through researching all possible capital options and presenting conclusions. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively using visual, mathematical and / or language skills in the modes of oral and/or written persuasion, e.g. through advising and motivating others with regard to capital planning options. 

    UNIT STANDARD CCFO SCIENCE 
    Use Science and technology effectively and critically, showing responsibility to the environment and health of others, e.g. use appropriate computer software for mathematical computation, planning, data capturing and document storage purposes. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of interrelated systems by recognising that problem-solving contexts do not exist in isolation, e.g. in keeping in mind that capital planning effects the financial well being of not only the municipality but the country as a whole. 

    UNIT STANDARD CCFO CONTRIBUTING 
    Participating as responsible citizens in the life of local, national and global communities, e.g. acting as custodian of ethical behaviour and maintaining a high Level of commitment to providing effective capital planning procedures. 

    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  48965   Certificate: Municipal Financial Management  Level 6  Level TBA: Pre-2009 was L6  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  LG SETA 


    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.
     
    1. Africa Rising Advisory Services Pty Ltd 
    2. Amabamba Recruitment 
    3. AVAX SA 481 CC. T/A Mandisa Development Services 
    4. Buena Vista Learning Academy 
    5. Commerce Edge South Africa 
    6. Concepts of Sustainable Management (CSM) 
    7. Edequette Training Institute 
    8. Elvis Koena Consulting (Pty) Ltd 
    9. Excellent Minds Institute (Pty) Ltd 
    10. Giamanje TVET College 
    11. Glo Leb Training & Development 
    12. Growth Management Consulting 
    13. Hamonate Consulting 
    14. HDPSA 
    15. IQ Skills Academy (PTY) LTD. 
    16. Jabukile Consultancy 
    17. Jobafrik Consulting 
    18. Josmap Training Institute 
    19. Khehli Institute 
    20. KOKANO PROJECTS PTY LTD 
    21. KYM MANAGEMENT CONSULTING 
    22. Lewerb Holdings (PTY) Ltd 
    23. Makhuba Development Projects CC 
    24. Mamuhle Academy 
    25. MANCOSA Pty (Ltd) 
    26. Maritime Business Institute 
    27. MARS Business Consulting 
    28. MATEPE INVESTMENTS (PTY) LTD 
    29. Mcebo Technologies 
    30. Melatrend Management Consulting 
    31. Morar Incorporated - KZN 
    32. Mortarboard Training Solutions 
    33. MTK Corporate Solutions 
    34. Nelson Mandela University 
    35. Nemalale Eagles Consultancy CC 
    36. Opelong Business Institute 
    37. Pachedu Skills Solutions 
    38. Pachi Global Foundation 
    39. Pebetse Training and Consulting 
    40. Petra Institute of Development 
    41. PFIM Trading (Pty) Ltd 
    42. PMA Holdings (PTY ) LTD. 
    43. Progressive School of Business and Engineering (Pty) 
    44. PTDEV (Pty) Ltd 
    45. Reflections Development Institute 
    46. Regenesys Management (Pty) Ltd 
    47. Regent Business School (Pty) Ltd t/a Regent Business School 
    48. Resonance Institue of Learning 
    49. Sebenzisanane Human Capital 
    50. Silalele Consulting CC. 
    51. Siza Nesu Training and Consultants 
    52. South African Corporate Training Association 
    53. Stellenbosch University 
    54. Tachfin Holdings 
    55. Tasc Business Consulting and Training 
    56. Thinking Mind Trading 
    57. Tipp Academy 
    58. Tloumogale Business Development & Consulting 
    59. Tovani Traiding 299 
    60. Transafric Consulting Pty Ltd 
    61. Tshepang Consulting & Project 
    62. Tshwane Training Institute (PTY) LTD. 
    63. Tsogo-Tlhago Trading Enterprise 
    64. TWINMARK STRATEGY AND MANAGEMENT CONSULTANTS 
    65. Umqondo Consultancy 
    66. UNIVERSITY OF BUSINESS EXCELLENCE(PTY)LTD 
    67. University of Fort Hare 
    68. University of Pretoria 
    69. WEINVEST INVESTMENT CC 


    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.