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: 

Monitor budgets related to community projects 
SAQA US ID UNIT STANDARD TITLE
14020  Monitor budgets related to community projects 
ORIGINATOR
SGB Water Sector 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 12 - Physical Planning and Construction Building Construction 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 5  Level TBA: Pre-2009 was L5 
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 achieving this unit standard in combination with context expertise standard(s) will be able to understand a community budget. This competence will enable the learner to monitor budgets for community projects and interventions. This competence will provide accurate information to stakeholders including the community with regard to income and expenditure on projects. In acquiring this competence the qualifying learner will lay a good foundation for future learning and action, and better understand the broader context of own work. Achieving this unit standard will enhance the employability of the qualifying learner in all sectors. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
Numeracy NQF level 4, literacy NQF level 4 

UNIT STANDARD RANGE 
Budgets: Operating budget, Capital Outlay budget, Capital Projects Budget (Loans accounts and Special Funds)

Entries: Cash receipts, credit sales, petty cash, purchases, goods received, adjustments/accruals, payroll records

Reconciliations: Petty cash, bank, creditors, stock, debtors

Month end procedures: Reconciliations, schedules, accruals, adjustments, income statements, profit and loss, balance sheet preparation. 

Specific Outcomes and Assessment Criteria: 

SPECIFIC OUTCOME 1 
Explain budgets of community. 

ASSESSMENT CRITERIA
 

ASSESSMENT CRITERION 1 
1. The purpose of a budget is explained. 

ASSESSMENT CRITERION 2 
2. Budget control is explained. 

SPECIFIC OUTCOME 2 
Explain basic bookkeeping. 

ASSESSMENT CRITERIA
 

ASSESSMENT CRITERION 1 
1. The principles of basic bookkeeping are explained. 

ASSESSMENT CRITERION 2 
2. Appropriate system for community bookkeeping is explained. 

ASSESSMENT CRITERION 3 
3. The purpose of auditing is explained. 

SPECIFIC OUTCOME 3 
Assist in preparing a budget for a funding proposal. 

ASSESSMENT CRITERIA
 

ASSESSMENT CRITERION 1 
1. Ways to request funds for community projects are explained. 

ASSESSMENT CRITERION 2 
2. Process for preparing a budget is explained. 

ASSESSMENT CRITERION 3 
3. Prepared budget for funding proposal is explained. 

ASSESSMENT CRITERION 4 
4. Budget approval process is explained. 

ASSESSMENT CRITERION 5 
5. Budget is approved by relevant person/s. 

SPECIFIC OUTCOME 4 
Monitor the budget. 

ASSESSMENT CRITERIA
 

ASSESSMENT CRITERION 1 
1. Entries for the transaction are identified and explained. 

ASSESSMENT CRITERION 2 
2. Entries are cross-referenced to relevant documentation. 

ASSESSMENT CRITERION 3 
3. Source documents are filed and cross-referenced. 

ASSESSMENT CRITERION 4 
4. Data is recorded on the nominated bookkeeping system. 

ASSESSMENT CRITERION 5 
5. Data is checked and up to date. 

ASSESSMENT CRITERION 6 
6. Reconciliations are checked for accuracy. 

ASSESSMENT CRITERION 7 
7. Transaction documents and account balances are monitored. 

ASSESSMENT CRITERION 8 
8. Errors, irregularities and discrepancies are identified, investigated and appropriate action is explained. 

ASSESSMENT CRITERION 9 
9. Allocation of funds is monitored and explained. 

SPECIFIC OUTCOME 5 
Monitor monthly reports. 

ASSESSMENT CRITERIA
 

ASSESSMENT CRITERION 1 
1. Month end procedures and reports are complete and accurate. 

ASSESSMENT CRITERION 2 
2. Information is distributed to relevant people. 

ASSESSMENT CRITERION 3 
3. Financial year-end report is explained. 


UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
1. Anyone assessing a learner or moderating the assessment of a learner against this unit standard must be registered as an assessor with the relevant ETQA.
2. Any institution offering learning that will enable the achievement of this unit standard must be accredited as a provider with the relevant ETQA.
3. Assessment and moderation of assessment will be overseen by the relevant ETQA according to the ETQA policies and guidelines for assessment and moderation.
4. Moderation must include both internal and external moderation of assessments at exit points of the qualification, unless ETQA policies specify otherwise. Moderation should also encompass achievement of the competence described both in individual unit standards as well as the integrated competence described in the qualification. 

UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
Learners should have a knowledge and understanding of:

1. The importance of budgeting and budget control.
2. The importance of keeping a record of expenditure is explained.
3. The importance of accurate, up to date record keeping.
4. A needs assessment for funding.
5. The importance of a contingency plan.
6. Situations in which a contingency plan would be relevant
7. The importance of giving feedback to community members about funds allocated to specific projects.
8. Financial regulations controlling public funds.
9. The importance of keeping records for auditing purposes.
10. The basic format and content of financial records/statements.
11. The flow of data.
12. The importance of complying with financial regulations. 


Critical Cross-field Outcomes (CCFO): 

UNIT STANDARD CCFO IDENTIFYING 
Identify and solve problems in which responses display that responsible decisions using critical and creative thinking have been made. This relates to:

Errors, irregularities and discrepancies are identifed, investigated and appropriate action is explained. 

UNIT STANDARD CCFO WORKING 
Work effectively with others as a member of a team, group, organisation, and community. This relates to:

Transaction documents and account balances are monitored.
Information is distributed to relevant people. 

UNIT STANDARD CCFO ORGANISING 
Plan, organise and manage oneself and one's activities responsibly and effectively. 

UNIT STANDARD CCFO COLLECTING 
Collect, analyse, organise and critically evaluate information. This relates to:

Monitor the budget. 

UNIT STANDARD CCFO COMMUNICATING 
Communicate effectively using visual, mathematical and/or language skills in the form of oral and/or written presentation. This relates to all assessment criteria. 

UNIT STANDARD CCFO SCIENCE 
Use science and technology effectively and critically, showing responsibility towards the environment and health of others. This relates to:

Monitor the budget. 

UNIT STANDARD CCFO DEMONSTRATING 
Demonstrate an understanding of the world as a set of related systems by recognising that problem-solving contexts do not exist in isolation. This relates to:

Monitor the budget. 

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

UNIT STANDARD NOTES 
When conducting assessments, assessors must ensure that they are familiar with the full text of the unit standards being assessed. Assessors must ensure that the assessment covers the specific outcomes, critical cross-field outcomes and essential embedded knowledge by developing assessment activities and tools, which are appropriate to the contexts in which the learners are working. These activities and tools may include self-assessment, peer assessment, formative and summative assessment. It may be more effective and efficient to assess a number of unit standards together in an integrated way, thus reducing the overall number of assessments and ensuring that commonalities that exist between a number of unit standards are captured in a way that makes sense for assessment.

ASSESSMENT OPTION:
Learners could be assessed using the following methods:
Oral of written questions
Simulation
Product sample records 

QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
  ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
Core  23708   National Certificate: Community Water, Sanitation and Health Facilitation  Level 4  NQF Level 04  Passed the End Date -
Status was "Reregistered" 
2008-06-11  Was EWSETA until Last Date for Achievement 
Core  65030   National Certificate: Arts and Culture Development Management  Level 5  Level TBA: Pre-2009 was L5  Reregistered  2023-06-30  CATHSSETA 
Core  80946   National Certificate: Community Development  Level 5  NQF Level 05  Reregistered  2023-06-30  As per Learning Programmes recorded against this Qual 
Core  49626   National Certificate: Landcare Facilitation  Level 5  Level TBA: Pre-2009 was L5  Reregistered  2023-06-30  AgriSETA 
Core  57427   National Certificate: Youth Development  Level 5  Level TBA: Pre-2009 was L5  Reregistered  2023-06-30  ETDP SETA 
Elective  60209   Further Education and Training Certificate: Child and Youth Care Work  Level 4  NQF Level 04  Reregistered  2023-06-30  HW SETA 
Elective  49093   Further Education and Training Certificate: Child and Youth Care Work  Level 4  NQF Level 04  Passed the End Date -
Status was "Reregistered" 
2008-02-06  Was HW SETA until Last Date for Achievement 
Elective  61669   Further Education and Training Certificate: Community Water, Health and Sanitation Facilitation  Level 4  NQF Level 04  Reregistered  2023-06-30  EWSETA 
Elective  23094   Further Education and Training Certificate: Development Practice  Level 4  NQF Level 04  Passed the End Date -
Status was "Reregistered" 
2009-09-09  ETDP SETA 
Elective  23095   Higher Education and Training Certificate: Development Practice  Level 5  NQF Level 05  Reregistered  2023-06-30  ETDP SETA 
Elective  58978   National Certificate: Journalism  Level 5  Level TBA: Pre-2009 was L5  Reregistered  2023-06-30  MICTS 
Elective  63249   National Diploma: Agricultural Extension  Level 5  NQF Level 05  Reregistered  2023-06-30  AgriSETA 
Elective  49710   National Diploma: Development Practice  Level 5  NQF Level 05  Reregistered  2023-06-30  ETDP 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. Afric Training Centre and Security Studies PTY LTD 
2. Afriwealth Consulting 
3. All Access Holdings 
4. ALL CONNECTIONS TRAINING AND CONSTRUCTION (PTY) LTD 
5. Alpha Business Consultants 
6. Amasiko Trading Enterprise 
7. AMBROSER SOLUTIONS (PTY) LTD 
8. ATTI (Advanced Technonogy Training Institute) 
9. ATTI Nelspruit Pty Ltd 
10. Aviwe Business Development and 
11. Balemi Consulting Pty Ltd 
12. BLUE POINTER ENERGY 
13. CHILUTSI TRADING ENTERPRISE 
14. Continuing Education For Africa 
15. CREATIVE ARTS COLLEGE 
16. D M Management and Consulting 
17. Dabulamanzi & Njabulo Ndaba Consulting cc 
18. DINALEDI MANAGEMENT AND SERVICE 
19. DINALEDI MANAGEMENT AND SERVICES 
20. Education and Training Unit 
21. Elvis Koena Consulting (Pty) Ltd 
22. Escon 
23. ESKOM GENERATION - PALMIET PUMP STORAGE GRABOUW 
24. ESKOM KOEBERG POWER STATION - MC&I TRADE TEST CENTRE 
25. Falcon Business Institute (Pty) Ltd 
26. Frayintermedia Cc 
27. Future-Teacher (Pty) Ltd 
28. Gotsec Skills Training 
29. HAZYVIEW WATER SKILLS ACADEMY 
30. Heirs Training and Development 
31. HILLCROSS BUSINESS SCHOOL (PTY 
32. HWM CONSULTANCY (PTY) LTD 
33. INDUSTRIES EDUCATION & TRAINING INSTITUTE - PE TTC 
34. INKWENKWEZI PRIVATE COLLEGE - SKILLS DEVELOPMENT cc 
35. Isamon Vocational College of Excellence Pty Ltd 
36. Isibani Skills Academy 
37. Isibani Soluntu Development Trust 
38. Isiphephelo Consultants 
39. Jeppe College of Commerce and 
40. Johsie Enertprise 
41. Kenako Investments 
42. KITSO TRAINING AND DEVELOPMENT 
43. Kundani Trading 
44. LIBALELE DEVELOPMENT ENTERPRISE 
45. Loago Business Consulting 
46. Lusa Social Entrepreneurship Institute 
47. Mananthatshema Skills Dev. Centre 
48. Marematlou Training Institute 
49. Mbimbini Training and Community Development 
50. MBOWA COLLEGE PTY LTD 
51. MENTORNET (PTY) LTD 
52. Mmanape Private Technical Coll 
53. Mohlaje Solutions (Pty) Ltd 
54. Motheo Training Institute Trust 
55. Musengavhadzimu Media 
56. Ndoma Mathodi Trading Enterprise 
57. NKANYEZI FOUNDATION 
58. Ntevho-Ketso Training and Recruitement Consultancy cc 
59. NTI College 
60. Petra institute of Development (PTY) Ltd 
61. PIONEERS SKILLS DEVELOPMENT INSTITUTE 
62. PMA Holding (Pty) Ltd 
63. Posh Multimedia 
64. POWER SYSTEMS TRAINING, CAPE TOWN 
65. Pretoria Technical College 
66. Professional Development and Training Institute (Pty) Ltd 
67. Progressive School of Business and Engineering (Pty) 
68. PROGRESSIVE SCHOOL OF BUSINESS AND ENGINEERING (PTY) LTD 
69. Rand Training College 
70. Rand Water Vereeniging 
71. Reflections Development Institute 
72. Resonance Institute of Learning 
73. Retshetse Training Project 
74. SEANEGO INTERGRATED NATURAL RESOURCES MANAGEMENT 
75. Sebenzisanane Human Capital 
76. Sigodi Development Services and Associates (SDS) cc 
77. SOL-TECH OPLEIDINGSENTRUM 
78. South African Business and Tec 
79. South African Corporate Training Association 
80. South West Gauteng Tvet College 
81. Southern African Youth Movement 
82. Spotru Training Centre 
83. SPS Consulting (Pty) Ltd 
84. Tasc Business Consulting and Training 
85. TBL Empowerment Hub 
86. Tembe Service Providers 
87. Thabelanang t/a Thabelanang Trading Enterprise 
88. The Finishing College (Pty) Lt 
89. The Fundamentals Training Centre 
90. THE GMC GROUP PTY LTD 
91. The Renaissance National Skills Development Centre 
92. Thembekile training consulting 
93. Thinking Mind Trading 
94. THOBOLOGO TRAINING & EDUCATION GROUP 
95. Thuto Ya Setshaba Training Services (Pty) Ltd 
96. Thuto-Botshabelo Training and Projects (Pty) Ltd 
97. TMG Quality Services 
98. Together Lifestyle Resort Pty Ltd 
99. TSP COLLEGE 
100. Tumpu Trading and Projects 
101. Ubuqhawe Consulting (Pty) Ltd 
102. Ulwazi Training & Development 
103. Varsity Institute of Science & Technology (Pty)Ltd 
104. VUTHLARI MARKETING CONSULTING 
105. Whitestone College 
106. Wildfire Development Training Agency 
107. World Pace Development and Training Institute 



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.