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:

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	8
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
2026-06-30		2029-06-30

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	Passed the End Date - Status was "Reregistered"	2023-06-30	CATHSSETA
Core	80946	National Certificate: Community Development	Level 5	NQF Level 05	Passed the End Date - Status was "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	Passed the End Date - Status was "Reregistered"	2023-06-30	AgriSETA
Core	57427	National Certificate: Youth Development	Level 5	Level TBA: Pre-2009 was L5	Passed the End Date - Status was "Reregistered"	2023-06-30	ETDP SETA
Elective	60209	Further Education and Training Certificate: Child and Youth Care Work	Level 4	NQF Level 04	Passed the End Date - Status was "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	Passed the End Date - Status was "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	Passed the End Date - Status was "Reregistered"	2023-06-30	ETDP SETA
Elective	58978	National Certificate: Journalism	Level 5	Level TBA: Pre-2009 was L5	Passed the End Date - Status was "Reregistered"	2023-06-30	MICTS
Elective	63249	National Diploma: Agricultural Extension	Level 5	NQF Level 05	Passed the End Date - Status was "Reregistered"	2023-06-30	AgriSETA
Elective	49710	National Diploma: Development Practice	Level 5	NQF Level 05	Passed the End Date - Status was "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.	A4 Consultancy CC
2.	AVAX SA 481 CC. T/A Mandisa Development Services
3.	B T Group of Companies Pty Ltd
4.	Balemi Consulting Pty Ltd
5.	CHILUTSI TRADING ENTERPRISE
6.	Continuing Education For Africa
7.	D M Management and Consulting
8.	Dabulamanzi & Njabulo Ndaba Consulting cc
9.	Education and Training Unit
10.	Elvis Koena Consulting (Pty) Ltd
11.	ESKOM GENERATION - PALMIET PUMP STORAGE GRABOUW
12.	Frayintermedia Cc
13.	Future-Teacher (Pty) Ltd
14.	Gotsec Skills Training
15.	HAZYVIEW WATER SKILLS ACADEMY
16.	HILLCROSS BUSINESS SCHOOL (PTY
17.	INKWENKWEZI PRIVATE COLLEGE - SKILLS DEVELOPMENT cc
18.	IQ Skills Academy (PTY) LTD.
19.	Isamon Vocational College of Excellence Pty Ltd
20.	Isibani Skills Academy
21.	Isibani Soluntu Development Trust
22.	Jeppe College of Commerce and
23.	Kenako Investments
24.	KITSO TRAINING AND DEVELOPMENT
25.	Loago Business Consulting
26.	Lusa Social Entrepreneurship Institute
27.	Mananthatshema Skills Dev. Centre
28.	Marematlou Training Institute
29.	Mbimbini Training and Community Development
30.	MBOWA COLLEGE PTY LTD
31.	MENTORNET (PTY) LTD
32.	Mortarboard Training Solutions
33.	Motheo Training Institute Trust
34.	Musengavhadzimu Media
35.	Ndoma Mathodi Trading Enterprise
36.	Ntevho-Ketso Training and Recruitement Consultancy cc
37.	NTI College
38.	Petra institute of Development (PTY) Ltd
39.	PMA Holding (Pty) Ltd
40.	Posh Multimedia
41.	POWER SYSTEMS TRAINING, CAPE TOWN
42.	Pretoria Technical College
43.	Professional Development and Training Institute (Pty) Ltd
44.	Progressive School of Business and Engineering (Pty)
45.	PROGRESSIVE SCHOOL OF BUSINESS AND ENGINEERING (PTY) LTD
46.	Reflections Development Institute
47.	Resonance Institute of Learning
48.	Retshetse Training Project
49.	SEANEGO INTERGRATED NATURAL RESOURCES MANAGEMENT
50.	Sebenzisanane Human Capital
51.	Sigodi Development Services and Associates (SDS) cc
52.	South African Corporate Training Association
53.	South West Gauteng Tvet College
54.	Southern African Youth Movement
55.	Spotru Training Centre
56.	SPS Consulting (Pty) Ltd
57.	Tasc Business Consulting and Training
58.	Tembe Service Providers
59.	Thabelanang t/a Thabelanang Trading Enterprise
60.	The Finishing College (Pty) Lt
61.	The Fundamentals Training Centre
62.	THE GMC GROUP PTY LTD
63.	Thembekile training consulting
64.	Thinking Mind Trading
65.	THOBOLOGO TRAINING & EDUCATION GROUP
66.	Thuto-Botshabelo Training and Projects (Pty) Ltd
67.	TMG Quality Services
68.	Together Lifestyle Resort Pty Ltd
69.	TSP COLLEGE
70.	Ulwazi Training & Development
71.	Varsity Institute of Science & Technology (Pty)Ltd
72.	Vhutshilo Health And Training Organisation
73.	VUTHLARI MARKETING CONSULTING
74.	WEST COAST COLLEGE FET
75.	Whitestone College
76.	Wildfire Development Training Agency