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 QUALIFICATION THAT HAS PASSED THE END DATE: 

Occupational Certificate: Valuer (Municipal Property Assessor) 
SAQA QUAL ID QUALIFICATION TITLE
99700  Occupational Certificate: Valuer (Municipal Property Assessor) 
ORIGINATOR
Development Quality Partner-LG SETA 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY NQF SUB-FRAMEWORK
-   OQSF - Occupational Qualifications Sub-framework 
QUALIFICATION TYPE FIELD SUBFIELD
Occupational Certificate  Field 03 - Business, Commerce and Management Studies  Procurement 
ABET BAND MINIMUM CREDITS PRE-2009 NQF LEVEL NQF LEVEL QUAL CLASS
Undefined  120  Not Applicable  NQF Level 05  Regular-ELOAC 
REGISTRATION STATUS SAQA DECISION NUMBER REGISTRATION START DATE REGISTRATION END DATE
Passed the End Date -
Status was "Reregistered" 
SAQA 06120/18  2018-07-01  2023-06-30 
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 qualification does not replace any other qualification and is not replaced by any other qualification. 

PURPOSE AND RATIONALE OF THE QUALIFICATION 
Purpose:
The purpose of this qualification is to prepare a learner to operate as a Municipal Property Assessor. A Municipal Property Assessor (MPA) provides a number of services and support services within a municipality. They coordinate the implementation of the Municipal Property Rates Act (MPRA) in order to ensure compliance, collect data on properties determine the market value of a single residential property and maintain the integrity of data within a municipality, in so far as rating interface related matters are concerned. The MPA operates in metropolitan and local municipalities.

A qualified learner will be able to:
  • Monitor compliance to and coordinate the implementation of the MPRA within a municipality.
  • Collect data on property.
  • Determine the market value of a single residential property.
  • Provide support to the municipality and/or Municipal Valuer.
  • Monitor and maintain MPRA data/information integrity (Quality assurance (QA) process).

    Rationale:
    The country implemented the Municipal Property Rates Act (MPRA) - that necessitates specialised skills and competencies in municipalities for effective implementation and compliance to the MPRA. Currently, there are limited education and training opportunities available to produce competent people for implementation of the MPRA.

    Other challenges identified in the implementation of the Municipal Property Rates Act, include:
  • Limited or no capacity within municipalities dedicated to the MPRA function.
  • Lack of skills in mass valuation.
  • Poor control and management of data and evidence to support the MPRA.
  • Perceived inefficiencies in dealing with ratepayers and the levying of rates.
  • Generally poor understanding of the MPRA.
  • Inability to effectively manage general valuation contracts (service providers).
  • Inability to undertake quality assurance on valuation rolls being delivered.

    A combination of valuation, financial and data management are necessary occupational skills required in the majority of medium to smaller municipalities where there is no in-house professional Valuer. This qualification will meet the needs of the sector by improving the capacity, knowledge, skills and competencies of staff in municipalities to effectively implement the MPRA in areas such as mass valuation, control and management of data, dealing with ratepayers and the levying of rates, effectively managing general valuation contracts (service providers) and undertaking quality assurance on valuation rolls being delivered. The qualification provides for a part qualification for the Property Data Collector, which will create significant employment opportunities.

    The qualification will also improve the property valuation and rating system in municipalities, ensure quality valuation rolls and reduce objections and appeals by ratepayers. Further, there will be an improvement in the management of external service providers appointed as Municipal Valuers in terms of the MPRA. The qualification is likely to improve the entry of people into the valuation profession and contribute to the transformation agenda of government. The qualification will enjoy recognition from the South African Council for the Professional Valuer Profession (SACPVP) in a registration category yet to be determined by SACPVP.

    The learner completing this qualification should be able to pursue the National Diploma currently offered at universities as well as other professions within municipalities related to property valuation, finance or legal affairs. This is a nationally recognised qualification that will improve current knowledge, skills and competencies in performing the MPRA function in municipalities and provide an increase in employment opportunity and career-pathing generally.

    The qualification will meet the objectives of the National Development Plan regarding Building a Capable State and advancing the transformation agenda in the valuation profession bringing in new entrants to the field of property valuation, who may be able to become professional Valuers in the long term. The society will benefit from a well-managed valuation and rating system in municipalities as ratepayers will have their queries, objections and appeals dealt with in an efficient manner. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    Entry Requirements:
  • A Level 4 qualification with Mathematical Literacy.

    Recognition of Prior Learning (RPL):
    RPL for access to the external integrated summative assessment:
    Accredited providers and approved workplaces must apply the internal assessment criteria specified in the related curriculum document to establish and confirm prior learning. Accredited providers and workplaces must confirm prior learning by issuing a statement of result or certifying a work experience record.

    RPL for access to the qualification:
    Accredited providers and approved workplaces may recognise prior learning against the relevant access requirements. 

  • RECOGNISE PREVIOUS LEARNING? 

    QUALIFICATION RULES 
    This qualification is made up of the following compulsory Knowledge and Practical Skill Modules:

    Knowledge Modules:
  • 331501001-KM-01, Workplace fundamentals, Level 4, 4 Credits.
  • 331501001-KM-02, Regulatory framework for the MPA, Level 5, 12 Credits.
  • 331501001-KM-03, Property theory, Level 5, 16 Credits.
  • 331501001-KM-04, Contract and project management, Level 5, 6 Credits.
  • 331501001-KM-05, Property data collection, Level 4, 8 Credits.
  • 331501001-KM-06, Single residential property valuation, Level 5, 20 Credits.
  • 331501001-KM-07, Data management, Level 5, 8 Credits.
    Total number of Credits for Knowledge Modules: 74.

    Practical Skill Modules:
  • 331501001-PM-01, Monitor compliance to the MPRA within a municipality, Level 5, 4 Credits.
  • 331501001-PM-02, Collect data on property, Level 4, 8 Credits.
  • 331501001-PM-03, Value single residential property, Level 5, 12 Credits.
  • 331501001-PM-04, Manage contracts and projects, Level 5, 8 Credits.
  • 331501001-PM-05, Manage queries, reviews, objections, and appeals, Level 5, 12 Credits.
  • 331501001-PM-06, Quality assure valuation rolls and data, Level 5, 12 Credits.
    Total number of Credits for Practical Skill Modules: 56.

    Work Experience Modules:
  • 331501001-WM-01, Processes to monitor compliance within a municipality, Level 5, 28 Credits.
  • 331501001-WM-02, Processes to collect data on property, Level 4, 15 Credits.
  • 331501001-WM-03, Processes to value single residential property, Level 5, 20 Credits.
  • 331501001-WM-04, Processes to assist with management of contracts and projects, Level 5, 10 Credits.
  • 331501001-WM-05, Processes to manage queries, reviews, objections and appeals, Level 5, 16 Credits.
  • 331501001-WM-06, Processes to reconcile and review valuation rolls, Level 5, 8 Credits.
    Total number of Credits for Work Experience Modules: 97. 

  • EXIT LEVEL OUTCOMES 
    1. Monitor compliance to the Municipal Property Rates Act (MPRA) within a municipality.
    2. Collect data on property.
    3. Value single residential properties.
    4. Facilitate the management of contracts and projects.
    5. Manage queries, reviews, objections and appeals.
    6. Quality assure valuation rolls and data. 

    ASSOCIATED ASSESSMENT CRITERIA 
    Associated Assessment Criteria for Exit Level Outcome 1:
  • A Compliance monitoring plan is developed for a municipality that corresponds with the requirements of the municipality.
  • A compliance risk management plan is drafted according to requirements.
  • Compliance is monitored as per the monitoring plan.
  • Corrective action for identified non-compliance matters are recommended and escalated where necessary.

    Associated Assessment Criteria for Exit Level Outcome 2:
  • Scope of data collection is correctly determined.
  • Results are communicated with relevant persons.
  • Correct information from all sources is interpreted.
  • Time management and logistical arrangements are facilitated for efficient data collection.
  • A site inspection is conducted according to procedure.
  • Measurements, data, property attributes and conditions are identified and/or confirmed.
  • Data is collated, verified and captured according to procedure.

    Associated Assessment Criteria for Exit Level Outcome 3:
  • Researched sales information, sales trends and basic economic indicators are analysed and interpreted.
  • A market analysis on residential properties is produced.
  • Valuation methodologies are applied to obtain accurate valuation of a single residential property.
  • A residential property valuation report is written and in line with applicable standards.

    Associated Assessment Criteria for Exit Level Outcome 4:
  • Performance criteria defined for bid documentation/specifications are corrected.
  • Contract deliverables defined for bid documentation/specifications are corrected.
  • Appropriate terms and conditions of contracts are identified.
  • GV contract deliverables, milestones/timelines are determined.
  • A correct and appropriate project implementation plan is developed, and the method of reviewing it, is described.
  • Risk identification and risk management/escalation procedures for contracts and projects are applied correctly and appropriately.
  • A project report that is accurate and in line with applicable standards is compiled.

    Associated Assessment Criteria for Exit Level Outcome 5:
  • A range of appropriate communication skills are used during interactions with customers.
  • Queries, reviews, objections and appeals are differentiated to determine course of action.
  • The nature and validity of a query, request for review, objection or appeal is ascertained and documented.
  • A query, review, objection or appeal is correctly recorded and followed up.
  • The activities prior to, during and after appeal board hearings are correctly implemented.
  • Appeal board decisions are communicated to relevant parties using appropriate means.
  • Documentation pertaining to appeal board hearings is maintained.

    Associated Assessment Criteria for Exit Level Outcome 6:
  • Data matching techniques, data manipulation and data cleansing are applied to MPRA systems data.
  • Identification of anomalies and resultant actions demonstrates correct application of procedures is demonstrated.
  • Identification of differences and outlier values in valuation roll data demonstrates correct application of techniques and appropriate actions are correctly undertaken.
  • Management of records is demonstrated through the correct application of checking, confirming, collation, maintenance and archiving procedures.

    Integrated Assessment:
    Integrated Formative Assessment:
    The skills development provider will use the curriculum to guide them on the stipulated internal assessment criteria and weighting. They will also apply the scope of practical skills and applied knowledge as stipulated by the internal assessment criteria. This formative assessment leads to entrance into the integrated external summative assessment.

    Integrated summative assessment:
    An external integrated summative assessment, conducted through the relevant Quality Council for Trades and Occupations (QCTO) Assessment Quality partner is required for the issuing of this qualification. The external integrated summative assessment will focus on the exit level outcomes and associated assessment criteria. The external summative assessment will be a test conducted through an evaluation of written and practical tasks covering critical aspects in a simulated environment at an assessment centre accredited by QCTO and conducted by a registered assessor. The assessment will take place over a minimum period of 1 day. 

  • INTERNATIONAL COMPARABILITY 
    The qualification was compared with qualifications in the following countries:
  • Canada.
  • United Kingdom.

    Canada:
    Home appraisers in Canada are trained and certified by two bodies: the Canadian National Association of Real Estate Appraisers (CNAREA) and the Appraisal Institute of Canada. For the CNREA, the learner must be at least 18 years of age and have a high school Diploma. The learner must complete the home appraiser training curriculum administered by CNAREA. This includes college-level courses on subjects such as home appraisal principles, market data analysis and professional standards of practice; totalling 400 hours of classroom instruction. The candidates must then take and pass the Designated Appraiser Residential examination. The training on this qualification resonates with the Municipal Property Assessor qualification.

    United Kingdom (UK):
    The Diploma in Residential Surveying and Valuation is a Level 6 vocational qualification recognised by the Royal Institution of Chartered Surveyors (RICS), the leading professional body for land, property and construction in the UK. The qualification consists of many modules; the ones that are relevant to the Municipal Property Assessor qualification are listed below:
  • Professional Issues.
  • Construction.
  • Inspecting Property.
  • Building Pathology (partial overlap).
  • Assessing Services.
  • Report Writing.
  • Law.
  • Valuation.

    Towards the end of the training, learners will begin to put the theory into practice and start to build a portfolio of evidence using real properties. The main evidence in the portfolio will be reports on real properties and every learner has to present a minimum of 10 real life properties, across a range of types and ages, which the assessor signs off.

    Conclusion:
    The qualifications discussed above share a number of competencies with the Municipal Property Assessor qualification. The significant difference, however, is the municipality-related competencies in the Municipal Property Assessor qualification. The UK qualification resonates best with the South African qualification even though it is at a higher level. 

  • ARTICULATION OPTIONS 
    Horizontal Articulation:
    This qualification articulates horizontally with:
  • National Certificate: Municipal Governance Level 5; (ID 67467).

    Vertical Articulation:
    This qualification articulates vertically with:
  • National Diploma: Real Estate: Property Marketing, Property Practice and Property Valuation, Level 6, (ID 86007). 

  • MODERATION OPTIONS 
    N/A 

    CRITERIA FOR THE REGISTRATION OF ASSESSORS 
    N/A 

    NOTES 
    N/A 

    LEARNING PROGRAMMES RECORDED AGAINST THIS QUALIFICATION: 
     
    NONE 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS QUALIFICATION: 
    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.