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  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  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. Afric Training Centre and Security Studies PTY LTD 
2. Afriwealth Consulting 
3. ALL CONNECTIONS TRAINING AND CONSTRUCTION (PTY) LTD 
4. Amasiko Trading Enterprise 
5. AMBROSER SOLUTIONS (PTY) LTD 
6. Artshub Institute 
7. ATTI (Advanced Technonogy Training Institute) 
8. ATTI Nelspruit Pty Ltd 
9. Aviwe Business Development and 
10. Balemi Consulting Pty Ltd 
11. BLUE POINTER ENERGY 
12. CHILUTSI TRADING ENTERPRISE 
13. Continuing Education For Africa 
14. CREATIVE ARTS COLLEGE 
15. D M Management and Consulting 
16. Dabulamanzi & Njabulo Ndaba Consulting cc 
17. DINALEDI MANAGEMENT AND SERVICE 
18. DINALEDI MANAGEMENT AND SERVICES 
19. Education and Training Unit 
20. Elvis Koena Consulting (Pty) Ltd 
21. ESKOM KOEBERG POWER STATION - MC&I TRADE TEST CENTRE 
22. Falcon Business Institute (Pty) Ltd 
23. Frayintermedia Cc 
24. Future-Teacher (Pty) Ltd 
25. Gotsec Skills Training 
26. HAZYVIEW WATER SKILLS ACADEMY 
27. Heartlines College 
28. Heirs Training and Development 
29. HILLCROSS BUSINESS SCHOOL (PTY 
30. HWM CONSULTANCY (PTY) LTD 
31. INKWENKWEZI PRIVATE COLLEGE - SKILLS DEVELOPMENT cc 
32. Institute for the Advancement 
33. Isamon Vocational College of Excellence Pty Ltd 
34. Isibani Skills Academy 
35. Isibani Soluntu Development Trust 
36. Isiphephelo Consultants 
37. Jeppe College of Commerce and 
38. Johannesburg Institute of Engi 
39. K Boneng Consulting Services P 
40. Kenako Investments 
41. KITSO TRAINING AND DEVELOPMENT 
42. Kundani Trading 
43. Loago Business Consulting 
44. Lusa Social Entrepreneurship Institute 
45. Mananthatshema Skills Dev. Centre 
46. Marematlou Training Institute 
47. Mbimbini Training and Community Development 
48. MBOWA COLLEGE PTY LTD 
49. MENTORNET (PTY) LTD 
50. Mmanape Private Technical Coll 
51. Monarch Training 
52. Mortarboard Training Solutions 
53. Motheo Training Institute Trust 
54. Musengavhadzimu Media 
55. Ndoma Mathodi Trading Enterprise 
56. NKANYEZI FOUNDATION 
57. Ntevho-Ketso Training and Recruitement Consultancy cc 
58. NTI College 
59. Petra institute of Development (PTY) Ltd 
60. PIONEERS SKILLS DEVELOPMENT INSTITUTE 
61. PMA Holding (Pty) Ltd 
62. Posh Multimedia 
63. Pretoria Technical College 
64. Professional Development and Training Institute (Pty) Ltd 
65. Progressive School of Business and Engineering (Pty) 
66. PROGRESSIVE SCHOOL OF BUSINESS AND ENGINEERING (PTY) LTD 
67. Rand Training College 
68. Rand Water Vereeniging 
69. Reflections Development Institute 
70. Resonance Institute of Learning 
71. Retshetse Training Project 
72. SEANEGO INTERGRATED NATURAL RESOURCES MANAGEMENT 
73. Sebenzisanane Human Capital 
74. Sigodi Development Services and Associates (SDS) cc 
75. SOL-TECH OPLEIDINGSENTRUM 
76. South African Business and Tec 
77. South African Corporate Training Association 
78. South West Gauteng Tvet College 
79. Southern African Youth Movement 
80. Spotru Training Centre 
81. SPS Consulting (Pty) Ltd 
82. Tasc Business Consulting and Training 
83. TBL Empowerment Hub 
84. Tembe Service Providers 
85. Thabelanang t/a Thabelanang Trading Enterprise 
86. The Finishing College (Pty) Lt 
87. The Fundamentals Training Centre 
88. THE GMC GROUP PTY LTD 
89. The Media Workshop 
90. The Renaissance National Skills Development Centre 
91. Thembekile training consulting 
92. Thinking Mind Trading 
93. THOBOLOGO TRAINING & EDUCATION GROUP 
94. Thuto Ya Setshaba Training Services (Pty) Ltd 
95. Thuto-Botshabelo Training and Projects (Pty) Ltd 
96. TMG Quality Services 
97. Together Lifestyle Resort Pty Ltd 
98. TSP COLLEGE 
99. Tumpu Trading and Projects 
100. Ulwazi Training & Development 
101. Varsity Institute of Science & Technology (Pty)Ltd 
102. VUTHLARI MARKETING CONSULTING 
103. Whitestone College 
104. Wildfire Development Training Agency 



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.