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  2021-06-30  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. A4 Consultancy CC 
2. ABA Sebenzi 
3. All Access Holdings 
4. ALSTOM JOHN THOMPSON (PTY) LTD CAPE TOWN 
5. AMBROSER SOLUTIONS (PTY) LTD 
6. ARBINET TRAINING & DEVELOPMENT 
7. Artshub Institute (Pty) Ltd 
8. ATTI Nelspruit Pty Ltd 
9. AVAX SA 481 CC. T/A Mandisa Development Services 
10. AZIFANI PROJECTS AND TRANSPORT (PTY) LTD 
11. EARTH CHILD CONSULTING (PTY) LTD 
12. EECTRICAL CONTRACTORS ASSOCIATION - ECA 
13. Elvis Koena Consulting (Pty) Ltd 
14. ESKOM DISTRIBUTION NORTH WESTERN REGION, BLOEMFONTEIN 
15. Falcon Business Institute (Pty) Ltd 
16. Gauteng Association Of Local Authorities 
17. HWM CONSULTANCY (PTY) LTD 
18. IALE School of Advanced Learning and Education (Pty) Ltd 
19. IMPILONHLE TRADING & PROJECTS 8 
20. INFRASTRUCTURE CONSULTING ENGINEERS CC 
21. INGEN ENGINEERING PROJECTS 
22. IQ Skills Academy (PTY) LTD. 
23. Jeppe College of Commerce and Computer Studies 
24. Johsie Enertprise 
25. JOSMAP TRAINING INSTIUTE 
26. KAREUBO MANAGEMENT SYSTEMS 
27. Kgolo Institute 
28. Kundani Trading 
29. Lagnita Skills Solutions 
30. Learn A Trade 
31. Mabuya Amahle Trading 
32. MACT BUSINESS HUB 
33. Mangalani Business Enterprises 
34. Maqhawe College 
35. Marcado Human Resources Strategies 
36. MILNEX - BRAKPAN 
37. MMESELANE CONSTRUCTION 
38. Mod-Mosh Projects and Consulting (PTY) LTD 
39. Mortarboard Training Solutions 
40. Motheo Training Institute Trust 
41. MUNICIPAL TRAINING & DEVELOPMENT INSTITUTE 
42. NEW HOPE REVIVAL ORGANISATION 
43. NKANYEZI FOUNDATION 
44. Nomsithi Trading 
45. PERSEVCON CONSTRUCTION PTY LTD 
46. PHATHUTSHEDZO CONNSULTING TRAINING PROVIDER 
47. Power Rush Trading 170 CC. 
48. PRAXIS TRAINING AND CONSULTANCY (PTY) LTD 
49. ROCKWELL AUTOMATION 
50. South African Film Institute 
51. Thuto Ya Setshaba Training Services (Pty) Ltd 
52. TRY EASY ELECTRICAL SOLUTIONS (PTY) LTD 
53. Vhutshilo Health And Training Organisation 



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.