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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Determine and negotiate terms of reference of business appraisal service to SMMEs 
SAQA US ID UNIT STANDARD TITLE
115854  Determine and negotiate terms of reference of business appraisal service to SMMEs 
ORIGINATOR
SGB Generic Management 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Generic Management 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular-Fundamental  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 person credited with this Unit Standard is able to put in place parameters of service level requirements with clients. They will also be able to negotiate the boundaries and nature of the business advisor/client relationship, which will create a professional relationship for both parties. The learner will also be able to gather and evaluate the small business owner's needs and expectations
  • Gathering and evaluating the SMMEs needs and expectations
  • Setting and agreeing with clients the boundaries and nature of their relationship
  • Managing the business advising relationship
  • Concluding the business advising relationship 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    Learners accessing this Unit Standard should be competent in:
  • Computer Literacy at NQF Level 3
  • Mathematical Literacy at NQF Level 4
  • Accountancy and Communications at NQF level 4 or its equivalent 

  • UNIT STANDARD RANGE 
  • Needs analysis: Personal and business; Financial; Operational; Marketing.
  • Boundaries and relationships are within constraints of the provision offered, within the financial constraints of the client and service, within professional and ethical boundaries of the business advisor.
  • Specific contracts will indicate the extent, duration, review and expected outcomes of the business counselling and indicating roles and responsibilities of the parties, written and verbal and formal and informal.
  • Communication techniques will include verbal and non verbal, use and analysis of body language, listening, questioning and summarising and personal presentation.
  • SMMEs will include those as defined in the national small business act 1996, act number102 of 1996 and any amendments. 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Gather and evaluate SMMEs needs and expectations. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    An analysis is conducted and expectations identified based on business needs. 

    ASSESSMENT CRITERION 2 
    Information about the business is elicited from the business owner and or management. 

    ASSESSMENT CRITERION 3 
    Personal needs are compared and assessed in the business needs analysis. 

    ASSESSMENT CRITERION 4 
    Present business and personal needs are agreed and recorded in required format. 

    ASSESSMENT CRITERION 5 
    Business expectations are agreed and compared to owner and or management needs. 

    SPECIFIC OUTCOME 2 
    Set the boundaries and nature of the business appraisal service. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The nature and boundaries of the service offered are clarified with the clients. 

    ASSESSMENT CRITERION 2 
    The clients understanding of the process, targets in the process and potential outcomes is checked at the outset and at agreed intervals during the business advising session and programme. 

    ASSESSMENT CRITERION 3 
    Frequency and scope of review during the lifetime of the business advising programme is agreed with the clients. 

    ASSESSMENT CRITERION 4 
    Communication techniques used by the business advisor and the clients are described and applied according to company standard. 

    ASSESSMENT CRITERION 5 
    Relevant information is presented to the client at a level, pace and point in the discussion, which enable them to make an informed decision. 

    ASSESSMENT CRITERION 6 
    A specific contract for business advising is agreed with the client. 

    SPECIFIC OUTCOME 3 
    Manage business advising relationships. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Own expertise is evaluated in relation to SMMEs needs and expectations. 

    ASSESSMENT CRITERION 2 
    Clients are reminded when necessary of the agreed boundaries of the business advising process. 

    ASSESSMENT CRITERION 3 
    Relevant alternative sources of business support are identified and applied in line with business strategies. 

    ASSESSMENT CRITERION 4 
    The client/supplier (BA) relationship is maintained effectively within the boundaries, strategies and ethical framework relating to business advising service provision. 

    ASSESSMENT CRITERION 5 
    Effective communication strategies are implemented to ensure that the solutions and actions are owned by the client. 

    ASSESSMENT CRITERION 6 
    Appropriate records of business advising activities, which do not compromise client confidentiality, are kept and up-dated on an on-going basis. 

    SPECIFIC OUTCOME 4 
    Conclude business advising relationships. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Effective communication is used to ensure that clients develop their abilities without developing dependence upon the business advisor. 

    ASSESSMENT CRITERION 2 
    Clients are encouraged to develop analytical and evaluative abilities to improve their management performance. 

    ASSESSMENT CRITERION 3 
    Clients are encouraged to make appropriate use of professional advice and support in the future. 

    ASSESSMENT CRITERION 4 
    Procedures for further contact between the clients and the organisation are identified and implemented in line with company standards. 


    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.
  • Anyone assessing a learner against this Unit Standard must be registered as an assessor 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.
  • Moderation of assessment will be conducted by the relevant ETQA at its discretion. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Identification and delineation of boundaries
  • Presentation skills and techniques
  • Management of advising relationships
  • Contract development and its legal issues
  • Communication technique 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identifying and solving problems, which are directly related to the creation and maintenance of business relationships and pertaining to the establishment of needs and expectations. 

    UNIT STANDARD CCFO WORKING 
    Working effectively with others especially clients in the building of effective business advising relationships. 

    UNIT STANDARD CCFO ORGANISING 
    Organising and managing oneself and one's activities responsibly and effectively in order to ensure that positive and effective business relationship are built and maintained. 

    UNIT STANDARD CCFO COLLECTING 
    Collecting, analysing, organising and critically evaluating information, which will have an impact on the relationship. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicating effectively with clients in order to be able to set, agree and maintain professional communication channels. 

    UNIT STANDARD CCFO SCIENCE 
    Using science and technology effectively in the recording of information pertaining to the business relationship. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrating an understanding of the world as a set of related systems by recognising that business relationship do not just exist in isolation, but need to be nurtured and built. 

    UNIT STANDARD CCFO CONTRIBUTING 
    In order to contribute to the full personal development of society at large, it must be the intention underlying any programme of learning to make an individual aware of the importance of developing relationships and by being culturally and aesthetically sensitive across a range of social contexts in the building and maintenance of business relationships. 

    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  48886   National Certificate: Business Advising  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered" 
    2010-11-11  Was SERVICES until Last Date for Achievement 
    Core  79886   National Certificate: Business Advising  Level 5  NQF Level 05  Reregistered  2023-06-30  SERVICES 


    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.