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: 

Develop administrative procedures in a Micro-Finance organisation 
SAQA US ID UNIT STANDARD TITLE
110029  Develop administrative procedures in a Micro-Finance organisation 
ORIGINATOR
SGB Insurance and Investment 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Finance, Economics and Accounting 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  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 is intended for all people working in the Micro-Finance environment, particularly those involved with the administrative aspects of the work in that sector.

Persons credited with this unit standard can develop the required administrative systems for Micro-Finance institutions. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
It is assumed that learners who access this unit standard are competent in:
  • Communication at NQF Level 3
  • Mathematical Literacy at NQF Level 3. 

  • UNIT STANDARD RANGE 
    All categories of micro-enterprise credit up to R50 000 will be included.

    The unit standard applies in both rural and urban contexts in South Africa.. 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Demonstrate an understanding of the administrative systems required in a Micro-Finance environment 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1 A list of all administrative systems required in a Micro-Finance environment is compiled, including client-filing systems, staff administrative systems and business systems
    2 The elements of each system and how each system is used are described in relation to company and legal requirements
    3 Resources such as staff, information technology, office space and management requirements are listed and ways of finding these resources are identified to enable the development of administrative systems in a specific Micro-Finance institution 

    SPECIFIC OUTCOME 2 
    Develop and update administrative systems 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1 Specific administrative requirements are identified in accordance with the specific needs of a Micro-Finance organisation
    2 Administrative systems are developed in accordance with the organisational and legal requirements
    3 Administrative systems and procedures identified are communicated to management and staff, as required. 

    SPECIFIC OUTCOME 3 
    Develop systems to keep client information and assets safe 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1 Client information, which should be kept confidential in accordance with legal, company and industry requirements and practices, is identified to ensure confidentiality
    2 Client possessions or information that can fairly and legally be kept are identified in terms of legal requirements
    3 Systems are developed to keep client possessions safe and maintain secrecy of
    client information as required legally and by the company. 

    SPECIFIC OUTCOME 4 
    Identify the procedures involved in the systems and write the procedures into a manual 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1 Systems are reflected in procedures in alignment with company and regulatory requirements.
    2 The procedure for each element of the administration system is explained in line with the policies developed.
    3 The policies and procedures are collated into a written manual.
    4 The manual is communicated to staff in line with company practices 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
    1. Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA.
    2. Moderators must be registered as assessors with the relevant ETQA.
    3. 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.
    4. Moderation of assessment will be overseen by the relevant ETQA according to the moderation guidelines in the relevant qualification and the agreed ETQA procedures.

    Therefore, anyone wishing to be assessed against this unit standard may apply to be assessed by any assessment agency 

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    A demonstrated understanding of:
  • The legislation governing the Micro-Finance sector in relation to administrative procedures 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems through the identification of the administrative needs of a Micro-Finance company and the development of appropriate procedures to meet these needs 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one`s activities responsibly and effectively - the development of administrative systems is aimed at the organisation of oneself and one`s activities. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively using visual, mathematical and/or language skills in the modes of oral and/or written persuasion by communicating the administrative systems to all stakeholders 

    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  23433   Further Education and Training Certificate: Micro Finance  Level 4  Level TBA: Pre-2009 was L4  Reregistered  2023-06-30  BANKSETA 
    Elective  23453   National Certificate: Micro Finance  Level 3  NQF Level 03  Reregistered  2023-06-30  BANKSETA 


    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. AG Tax Office (PTY) LTD 
    2. Amandla Obunye Training Academy 
    3. Chartall Business College 
    4. Compuscan Academy 
    5. Felix Risk Training Consultants 
    6. Firstrand Bank - Benmore 
    7. Nedbank Ltd 
    8. RUDO CONSULTING cc 



    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.