SAQA

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SOUTH AFRICAN QUALIFICATIONS AUTHORITY

REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE:

Appraise the SMME business owner and or manager

SAQA US ID	UNIT STANDARD TITLE
115824	Appraise the SMME business owner and or manager
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	5
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
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 is for learners who are involved in offering SMMEs professional, technical and managerial advice or similar types of assistance. It is for learners who are actively involved or wish to become involved in appraising and rehabilitating SMMEs at all stages of their cycle

It will create efficient business advisory services, aimed at fostering the competitiveness and sustainability of the SMME

The qualifying learner is capable of:

Appraising the owner and or management's track record

Assessing the owner and or management's personal issues (situations)

Appraising the SMME business owner and or management's understanding of business

Integrating findings of track records, personal situations and business understanding

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING

It is assumed that learners are 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

SMMEs will include those as defined in the National Small Business Act, Act no. 102 of 1996 or amendments

Types of evidence will include evidence in the business in one of the elective areas including retailing, services, manufacturing and construction)

Assessment instruments will include qualitative questionnaires, quantitative questionnaires, analysis of financial statements, testimonials, business successes and business performances

Clients will include current and perspective business owners / managers

SMMEs in retail, services, manufacturing and construction only

Specific Outcomes and Assessment Criteria:

SPECIFIC OUTCOME 1

Appraise the owner and/or management's track record.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

Types of evidence of previous successes and failures are identified and an explanation given of how they may be used to supply evidence of the efficiency and future viability of the business.

ASSESSMENT CRITERION 2

Specific evidence to be appraised is selected and its selection motivated against set objectives

ASSESSMENT CRITERION 3

Practical and applicable assessment instruments are identified and described in terms of the requirements of a specific business

ASSESSMENT CRITERION 4

Assessment is completed within agreed time frames and format

ASSESSMENT CRITERION 5

Findings are complied in a report that is an a format that complies with organisational and client requirements

ASSESSMENT CRITERION 6

Findings and recommendations are substantiated with facts from the evidence chosen to evaluate the business.

SPECIFIC OUTCOME 2

Assess the owner and or management's personal issues.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

The owner's and/or management's commitment to and realism about the small business are assessed against set assessment criteria

ASSESSMENT CRITERION 2

Personal financial behaviour of the owner and or management is assessed against set assessment criteria

ASSESSMENT CRITERION 3

Conclusions from assessment are drawn and compiled in a report that complies with organisational requirements

SPECIFIC OUTCOME 3

Assess the SMME business owner and/or management's understanding of business.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

Types of evidence required for assessing business understanding are identified and explained in terms of business requirements

ASSESSMENT CRITERION 2

Evidence to determine business understanding of a manager/owner about a specific business is selected and its choice motivated against set business objectives.

ASSESSMENT CRITERION 3

The required evidence is gathered within agreed time frames and budget.

ASSESSMENT CRITERION 4

Evidence is processed and validated by using appropriate methods and tools.

ASSESSMENT CRITERION 5

Evidence is appraised against an explicit framework.

ASSESSMENT CRITERION 6

Evidence is recorded and documented in accordance with organisational requirements

SPECIFIC OUTCOME 4

Integrate findings of track record, personal situations, and business understanding.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

The findings of track records, personal situations and business understandings are analysed and interpreted against set assessment criteria

ASSESSMENT CRITERION 2

A report for the client is produced within pre-determined time frames and format

ASSESSMENT CRITERION RANGE

Client will include owner and or management and / or stakeholders.

ASSESSMENT CRITERION 3

Confidentiality is maintained throughout the appraisal period

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

Methods and techniques for finalising information

Principles and techniques for communicating verbally

Cross cultural sensitivity issues

Methods for presenting information

UNIT STANDARD DEVELOPMENTAL OUTCOME

N/A

UNIT STANDARD LINKAGES

N/A

Critical Cross-field Outcomes (CCFO):

UNIT STANDARD CCFO IDENTIFYING

Identify and solve problems relating to the gathering and interpretation of information of the business owner/manager

UNIT STANDARD CCFO WORKING

Work effectively with others in the pursuit of data gathering and reporting

UNIT STANDARD CCFO ORGANISING

Organise oneself and one's activities to maintain own level of knowledge and skill which will enable better appraisal of client's business

UNIT STANDARD CCFO COLLECTING

Collect, analyse, organise and critically evaluate information pertaining to the appraisal of the business owner/manager

UNIT STANDARD CCFO COMMUNICATING

Communicate effectively with all business owner/managers in the appraisal and communication of appraisal results

UNIT STANDARD CCFO SCIENCE

Use science and technology in the recording and analysis of the business owner

UNIT STANDARD CCFO DEMONSTRATING

Understand the world as a set of related systems where efficient and effective appraisal leads to better performance of business owner/managers

UNIT STANDARD CCFO CONTRIBUTING

Contribute to the full personal development of each learner and the social and economic development of the society at large, by making the underlying intention of any programme of learning to make an individual aware of the importance of: being culturally and socially sensitive across a range of social contexts while appraising the business owner/manager

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	Passed the End Date - Status was "Reregistered"	2023-06-30	SERVICES
Elective	22774	National Diploma: Rubber Technology	Level 5	NQF Level 05	Passed the End Date - Status was "Reregistered"	2023-06-30	MERSETA

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.

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