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: 

Gather and verify application information 
SAQA US ID UNIT STANDARD TITLE
116250  Gather and verify application information 
ORIGINATOR
SGB Administration 
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-Fundamental  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 
This Unit Standard provides an insight into how to gather and verify the information required for the processing of applications. The focus is knowledge and skills for gathering, verifying and recording the information required in applications:

The qualifying learner is capable of:
  • Gathering information from beneficiaries
  • Recording and verifying application information
  • Referring applications to appropriate section 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
  • Computer Literacy at NQF Level 3
  • Mathematical Literacy at NQF Level 3
  • Communication at NQF Level 3, or equivalent 

  • UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Gather information from beneficiaries. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Application checklist is consulted at regular intervals to ensure that all relevant information is gathered from the beneficiary. 

    ASSESSMENT CRITERION 2 
    The application Criteria and purpose are explained to the beneficiary. 

    ASSESSMENT CRITERION 3 
    A basic interview is conducted to gather information from the beneficiary. 

    ASSESSMENT CRITERION 4 
    Information gathered is validated through the use of questioning techniques. 

    ASSESSMENT CRITERION 5 
    All support documentation and annexures are gathered, copied and attached to the application. 
    ASSESSMENT CRITERION RANGE 
    Support documentation includes but is not limited to:
  • Identify documents
  • Death certificates
  • Copies must be certified copies.
     

  • ASSESSMENT CRITERION 6 
    The declaration in the application is explained to beneficiary and questions are used to check for understanding. 

    ASSESSMENT CRITERION 7 
    Declaration is explained again if beneficiary does not understand the contents. 

    ASSESSMENT CRITERION 8 
    Beneficiary is asked to sign application form once understanding is ensured. 

    SPECIFIC OUTCOME 2 
    Record and verify application information. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Review all information according to system requirements and policies and procedures and ensure correctness of information and attached annexures. 

    ASSESSMENT CRITERION 2 
    Identify and resolve any discrepancies. 

    ASSESSMENT CRITERION 3 
    Record application in application register. 

    ASSESSMENT CRITERION 4 
    Record or notify appropriate persons pertaining to any statistics relating to application. 

    ASSESSMENT CRITERION 5 
    A summary of application is made in the appropriate format to attach to application for referral. 

    SPECIFIC OUTCOME 3 
    Refer application forms to appropriate section. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Route forms relating to application are signed off according to policies and procedures. 

    ASSESSMENT CRITERION 2 
    The needs identified from the application are analysed and the application is referred accordingly for processing. 

    ASSESSMENT CRITERION 3 
    Applications are referred to registry for opening of file. 

    ASSESSMENT CRITERION 4 
    New applications are referred to Assessment Units. 

    ASSESSMENT CRITERION 5 
    Existing applications are submitted to Payment Section. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • Accreditation for this Unit Standard shall be obtained from the relevant Education and Training Quality Assurance Body, through summative and formative assessment by a registered assessor.
  • Assessors must be registered as an Assessor with the relevant ETQA, or with an ETQA that has a Memorandum of Agreement with the relevant ETQA.
  • Moderators must be registered as assessors with the relevant ETQA, or with an ETQA that has a Memorandum of Agreement with the relevant ETQA.
  • Training providers must be accredited by the relevant ETQA or with an ETQA that has a Memorandum of Agreement with the relevant ETQA.

    Moderation should include both internal and external moderation where applicable. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • The different services offered within government departments
  • The principles of professional customer service
  • The principles of interpersonal skills and communication, including questioning techniques, feedback techniques, cultural awareness, conflict management, interviewing skills, active listening skills
  • The different services offered by Social Security
  • The various types of cases administered by Social Security, including:
    - Emergency relief cases
    - Disabilities
    - Pensions
    - Disasters
    - Filing systems
    - Social Security policies and procedures
    - Socpen systems
    - Social Assistance Act
    - Socpen procedure manual
    - Welfare Laws Amendment Act
    - Regulations
    - Constitution
    - PFMA
    - Interview guidelines
    - Code of ethics and conduct
    - Customer charter
    - Departmental instructions
    - Applications checklists
    - Declaration charters and legalities related thereto 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Learners are able to identify and solve problems using critical and creative thinking processes to gather information. 

    UNIT STANDARD CCFO WORKING 
    Learners are able to work effectively with others as a member of a work team, group, section or community to ensure that beneficiary needs are satisfied. 

    UNIT STANDARD CCFO ORGANISING 
    Learners are able to organise and manage themselves and their activities responsibly and effectively in order to expediently gather information for applications. 

    UNIT STANDARD CCFO COLLECTING 
    Learners are able to collect, analyse, organise and critically evaluate information presented to them by beneficiaries and identify what information is missing and validate the correctness of information. 

    UNIT STANDARD CCFO COMMUNICATING 
    Learners are able to communicate effectively using visual, mathematical and / or language skills in the modes of oral and / or written persuasion when interacting with beneficiaries and related sections involved in the processing of applications. 

    UNIT STANDARD CCFO SCIENCE 
    Learners are able to use science and technology effectively and critically when loading application information onto the system. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Learners are able to demonstrate an understanding of the world as a set of interrelated systems by recognizing that beneficiary problem-solving contexts do not exist in isolation and that other departments, bodies and regulatory authorities impact on the way in which the applications will be processed. 

    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  48960   Further Education and Training Certificate: Social Security Administration  Level 4  NQF Level 04  Reregistered  2023-06-30  HW 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.
     
    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.