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: 

Manage organizational systems and physical and financial resources 
SAQA US ID UNIT STANDARD TITLE
115434  Manage organizational systems and physical and financial resources 
ORIGINATOR
SGB Education Management and Leadership 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 05 - Education, Training and Development Schooling 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 6  Level TBA: Pre-2009 was L6  20 
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 is a core unit standard at Level 6, which can be credited to the Advanced Certificate in Education (School Management and Leadership) at Level 6.

The unit standard is suitable for those in school management and leadership positions, for office-based educators supporting school managers, for aspirant school managers, and for those responsible for subject/learning area/phase leadership in schools.

Its purpose is to develop in these educators/school managers the fundamental knowledge, skills, and values/personal qualities so that they can manage organizational systems and physical and financial resources effectively and contribute to improving the delivery of education in the school system. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
This unit standard assumes that the learner/'school manager':
  • Is competent in the language of instruction of the provider
  • Has knowledge and skills of teaching, learning and assessment in schools
  • Has some knowledge and practical experience of schools, the school system and the broader profession. 

  • UNIT STANDARD RANGE 
    Please see Specific Outcomes and Assessment Criteria for content range and for range of systems.

    The site for demonstration of competence in this unit standard is:
  • The school, or
  • The subject/learning area/phase department within the school, or
  • The school in relation to the district office. 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Demonstrate the personal qualities necessary for effective management. 
    OUTCOME NOTES 
    Demonstrate the personal qualities necessary for effective management of organizational systems and financial and physical resources. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The learner/'school manager' demonstrates the ability to seek and use information to guide judgement and decision-making. 

    ASSESSMENT CRITERION 2 
    The learner/'school manager' demonstrates integrity and fairness in managing resources. 

    ASSESSMENT CRITERION 3 
    The learner/'school manager' demonstrates a systematic yet flexible approach to running an organization. 

    ASSESSMENT CRITERION 4 
    The learner/'school manager' demonstrates the ability to think creatively to anticipate and solve problems. 

    ASSESSMENT CRITERION 5 
    The learner/'school manager' demonstrates an awareness of the critical importance of informal and formal means of communication in the running of an organization. 

    SPECIFIC OUTCOME 2 
    Set up, implement, maintain and evaluate organizational systems for the school. 
    OUTCOME NOTES 
    Set up, implement, maintain and evaluate organizational systems for the school, where possible making use of appropriate information and communication technology. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The learner/'school manager' is able to set up, implement, maintain and evaluate the systems for communication with and between management, learners, staff, parents, the school governing body, the department, and the community. 

    ASSESSMENT CRITERION 2 
    The learner/'school manager' is able to set up, implement, maintain and evaluate the information management systems to facilitate the use of information for the purposes of monitoring performance and planning - with elements such as:
  • Learner profiles
  • Records of learner progress
  • Staff profiles
  • Stock and asset registers. 

  • ASSESSMENT CRITERION 3 
    The learner/'school manager' is able to set up, implement, maintain and evaluate the administrative systems and structures in the school to carry out departmental requirements and school policies such as:
  • Admissions
  • Collection of school fees
  • School safety and security. 

  • ASSESSMENT CRITERION 4 
    The learner/'school manager' is able to set up, implement, maintain and evaluate the systems for managing the physical resources of the school to ensure a safe and healthy environment that is conducive to teaching and learning such as:
  • School buildings and grounds
  • Equipment
  • School transport
  • Textbooks and learner support materials
  • The integrated quality management system (IQMS). 

  • SPECIFIC OUTCOME 3 
    Manage the financial resources of the school in a transparent and accountable way. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Develop a financial policy for the school that is aligned with the legal framework for financial school management (including the Norms and Standards for School Funding) and ensure that these policies are adhered to. 

    ASSESSMENT CRITERION 2 
    Coordinate the preparation and approval of a budget that supports the implementation of school goals, policies and plans. 

    ASSESSMENT CRITERION 3 
    Set up a system of accountability for the management of the financial system in terms of the Public Financial Management Act and Generally Accepted Accounting Principles, including:
  • Monitoring and controlling spending in terms of the budget,
  • Ensuring that resources are used in an efficient manner,
  • Developing a sound procurement policy,
  • Ensuring that a financial statement is drawn up at the end of the school year. 

  • ASSESSMENT CRITERION 4 
    Develop opportunities for generating additional funds for the school. 

    SPECIFIC OUTCOME 4 
    Understand and be able to apply relevant content knowledge and skills. 
    OUTCOME NOTES 
    Understand and be able to apply relevant content knowledge and skills in the management of organizational systems, and physical and financial resources. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Understand and apply in a reflective way financial accounting principles and skills such as:
  • Identifying various source documents used in financial accounting
  • Entering basic transactions from source documents into relevant journals
  • Doing reconciliations
  • Drafting a receipts and payments statement
  • Reading income statements and balance sheets
  • Comparing and interpreting differences between actual income and expenditure with budgets (control)
  • Writing financial reports. 
  • ASSESSMENT CRITERION NOTES 
    Knowledge and skills in relation to the other specific outcomes. 

    ASSESSMENT CRITERION 2 
    Understand and apply in a reflective way norms and standards for school funding. 
    ASSESSMENT CRITERION NOTES 
    Knowledge and skills in relation to the other specific outcomes. 

    ASSESSMENT CRITERION 3 
    Understand and apply in a reflective way basic financial management. 
    ASSESSMENT CRITERION NOTES 
    Knowledge and skills in relation to the other specific outcomes. 

    ASSESSMENT CRITERION 4 
    Understand and apply in a reflective way principles of information management. 
    ASSESSMENT CRITERION NOTES 
    Knowledge and skills in relation to the other specific outcomes. 

    ASSESSMENT CRITERION 5 
    Understand and apply in a reflective way departmental requirements for management of financial and physical resources including asset management, management of school facilities and grounds, safety and security, collection of school fees. 
    ASSESSMENT CRITERION NOTES 
    Knowledge and skills in relation to the other specific outcomes. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
    Since this is a core unit standard in the ACE in School Management and Leadership, it should follow the accreditation and moderation options as described in the ACE. 

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    See Specific Outcome: 'Understand and be able to apply relevant content knowledge and skills in the management of organizational systems, and physical and financial resources' and Assessment Criteria. 

    UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identifying and solving problems in which responses display that responsible decisions using critical and creative thinking have been made.

    Refer to the following Specific Outcome and its Assessment Criteria:
  • Demonstrate the personal qualities necessary for effective management of organizational systems and financial and physical resources. 

  • UNIT STANDARD CCFO WORKING 
    Working effectively with others as a member of a team, group, organisation, community.

    Refer particularly to the following Specific Outcome and its Assessment Criteria:
  • Set up, implement, maintain and evaluate organizational systems for the school, where possible making use of appropriate information and communication technology. 

  • UNIT STANDARD CCFO ORGANISING 
    Organising and managing oneself and one's activities responsibly and effectively.

    Refer particularly to the following Specific Outcome and its Assessment Criteria:
  • Demonstrate the personal qualities necessary for effective management of organizational systems and financial and physical resources. 

  • UNIT STANDARD CCFO COLLECTING 
    Collecting, analysing, organising and critically evaluating information.

    Refer to the following Specific Outcomes and its Assessment Criteria:
  • Demonstrate the personal qualities necessary for effective management of organizational systems and financial and physical resources.
  • Manage the financial resources of the school in a transparent and accountable way.
  • Understand and be able to apply relevant content knowledge and skills in the management of organizational systems, and physical and financial resources. 

  • UNIT STANDARD CCFO COMMUNICATING 
    Communicating effectively using visual, mathematical and/or language skills in the modes of oral and/or written persuasion.

    Refer to all Specific Outcomes, but particularly to the following and its Assessment Criteria:
  • Demonstrate the personal qualities necessary for effective management of organizational systems and financial and physical resources. 

  • UNIT STANDARD CCFO SCIENCE 
    Using science and technology effectively and critically, showing responsibility towards the environment and health of others.

    Refer to the following Specific Outcome and its Assessment Criteria:
  • Set up, implement, maintain and evaluate organizational systems for the school, where possible making use of appropriate information and communication technology. 

  • UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrating an understanding of the world as a set of related systems by recognising that problem-solving contexts do not exist in isolation.

    Refer to the following Specific Outcome and its Assessment Criteria:
  • Set up, implement, maintain and evaluate organizational systems for the school, where possible making use of appropriate information and communication technology. 

  • UNIT STANDARD CCFO CONTRIBUTING 
    Contributing to the full personal development of each learner and the social and economic development of the society at large, by making it the underlying intention of any programme of learning to make an individual aware of the importance of:

    i. Reflecting on and exploring a variety of strategies to learn more effectively;
    Refer to the following Specific Outcomes and its Assessment Criteria:
  • Demonstrate the personal qualities necessary for effective management of organizational systems and financial and physical resources.
  • Manage the financial resources of the school in a transparent and accountable way.

    ii. Participating as responsible citizens in the life of local, national and global communities;
    Refer to the following Specific Outcome and its Assessment Criteria:
  • Set up, implement, maintain and evaluate organizational systems for the school, where possible making use of appropriate information and communication technology.

    iii. Being culturally and aesthetically sensitive across a range of social contexts;
    Refer to the following Specific Outcome and its Assessment Criteria:
  • Demonstrate the personal qualities necessary for effective management of organizational systems and financial and physical resources.

    iv. Exploring education and career opportunities; and

    v. Developing entrepreneurial opportunities.
    Refer to the following Specific Outcome and its Assessment Criteria:
  • Manage the financial resources of the school in a transparent and accountable way. 

  • 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  73529   Advanced Certificate: Education: School Management and Leadership  Level 6  NQF Level 06  Reregistered  2023-06-30  As per Learning Programmes recorded against this Qual 


    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. EDUTEL SKILLS DEVELOPMENT PTY LTD 
    2. Enjo Consultants (Pty) Ltd 
    3. Inafrica General Trading Pty LTD 
    4. INHLANSI CONSULTANTS CC 
    5. Marematlou Training Institute 
    6. Pitt Institute T/A Imithombo Institute 
    7. Read Educational Trust 
    8. THE MATTHEW GONIWE SCHOOL OF LEADERSHIP AND GOVERNANCE 
    9. VUWA PROJECTS 



    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.