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 THAT HAS PASSED THE END DATE: 

Contribute to capital planning and financing 
SAQA US ID UNIT STANDARD TITLE
116347  Contribute to capital planning and financing 
ORIGINATOR
SGB Public Administration and Management 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Public Administration 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 6  Level TBA: Pre-2009 was L6  15 
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
2026-06-30   2029-06-30  

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 persons who will need to prepare documentation for the approval of projects of a capital nature in a municipality and use this documentation to raise finance from financial institutions in South Africa for municipal capital projects.People credited with this Unit Standard are able to determine capital investment appraisal and project financing options as they relate to capital budgeting decisions and techniques in South Africa's local government sphere. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
It is assumed that Learners are competent in:
  • Communication at Level 4.
  • Mathematical Literacy at Level 4.
  • Economics at Level 4. 
    		•

    UNIT STANDARD RANGE 
    The typical range of this Unit Standard includes:
  • Capital evaluation techniques including: time value of money, compound interest, net present value, internal rate of return.
  • Budgeting techniques including: cash flow forecast, budget estimates. 
    		•

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Prepare a business plan for a municipal capital project. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    A detailed Memorandum of Understanding is compiled identifying role players' involvement in a capital project. 

    ASSESSMENT CRITERION 2 
    A capital expenditure programme is prepared in accordance with a municipal multi-year income and expenditure framework. 

    ASSESSMENT CRITERION 3 
    Cash and revenue consequences are calculated and presented for a capital project. 

    ASSESSMENT CRITERION 4 
    A complete business plan is prepared, presented and explained for a municipal capital project. 

    SPECIFIC OUTCOME 2 
    Apply different methods of raising finance for capital in a municipality. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The information for purposes of deciding on the funding of new capital projects and programmes is prepared in line with sound financing principles. 

    ASSESSMENT CRITERION 2 
    Different types of capital finance are identified for capital projects undertaken by municipalities and their entities. 

    ASSESSMENT CRITERION 3 
    Key issues in a borrowing strategy, sale and leaseback and equity deals are identified to facilitate decisions on an appropriate financing mix for a new capital project. 

    SPECIFIC OUTCOME 3 
    Determine and explain the capital expenditure controls. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The optimal capital expenditures operating in a municipality are established in accordance with existing legislative framework. 

    ASSESSMENT CRITERION 2 
    Issues in the capital expenditure control mechanisms are explained in relation to project life, capital rationing and other qualitative factors. 

    SPECIFIC OUTCOME 4 
    Apply criteria for screening and selecting capital projects. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Capital budgeting techniques are selected against pre-determined criteria. 

    ASSESSMENT CRITERION 2 
    Capital budgeting techniques are applied in line with sound economic principles of investment appraisal. 

    ASSESSMENT CRITERION 3 
    Cash flow and revenue consequences of a project are calculated to inform capital investment decisions. 

    SPECIFIC OUTCOME 5 
    Combine financial and non-financial factors in a project appraisal. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The concept of the time value of money is applied to the project's benefits for assessment. 

    ASSESSMENT CRITERION 2 
    Treatment of general price increases is demonstrated in the capital investment decision-making process. 

    ASSESSMENT CRITERION 3 
    Financial and non-financial factors are combined in a project appraisal to show the benefits of a particular capital expenditure programme. 

    SPECIFIC OUTCOME 6 
    Apply the cost-benefit analysis to projects undertaken by municipalities. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The information for purposes of carrying out a cost-benefit analysis on acquisition of new capital assets is prepared in line with sound economic principles. 

    ASSESSMENT CRITERION 2 
    The information for purposes of deciding on acquisition of new capital assets is analysed using a cost-benefit approach. 


    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, or an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Anyone assessing a learner against this Unit Standard must be registered as an assessor with the relevant ETQA, or an ETQA that has a Memorandum of Understanding 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, or an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Moderation of assessment will be conducted by the relevant ETQA at its discretion. 
    		•

    UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems using critical and creative thinking processes, e.g. by trying to find the best possible capital planning options. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as a member of a team, group, organization or community, e.g. through communicating with others regarding capital planning options and fostering team commitment project team. 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one's activities responsibly and effectively, e.g. through the demonstration of ethical and moral principles in all capital planning processes. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information, e.g. through researching all possible capital options and presenting conclusions. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively using visual, mathematical and / or language skills in the modes of oral and/or written persuasion, e.g. through advising and motivating others with regard to capital planning options. 

    UNIT STANDARD CCFO SCIENCE 
    Use Science and technology effectively and critically, showing responsibility to the environment and health of others, e.g. use appropriate computer software for mathematical computation, planning, data capturing and document storage purposes. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of interrelated systems by recognising that problem-solving contexts do not exist in isolation, e.g. in keeping in mind that capital planning effects the financial well being of not only the municipality but the country as a whole. 

    UNIT STANDARD CCFO CONTRIBUTING 
    Participating as responsible citizens in the life of local, national and global communities, e.g. acting as custodian of ethical behaviour and maintaining a high Level of commitment to providing effective capital planning procedures. 

    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  48965   Certificate: Municipal Financial Management  Level 6  Level TBA: Pre-2009 was L6  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  LG 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.
     
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    8. Active Transformation Professional Services (Atps) 
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    11. Africa Corporate Training Institute And Hr Consulting 
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    87. Chuze Investment 
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    108. Deloitte & Touche 
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    111. Devhula Financial Services (Pty) (Ltd) 
    112. Dgk Advisory 
    113. Dijama Training Academy 
    114. DITEBOGO CONSULTANCY CC 
    115. Ditira Human Capital 
    116. Divhani Environmental And Engineering Solutions 
    117. DM Management & Consulting 
    118. Dr. J.L.D Institute For Humanities And Development Praxis 
    119. Eagle Greek Inverstment T/A Mollo Consulting 
    120. Eastern Rose Enterprise 
    121. Edequette Training Institute 
    122. Edtisa Education And Development Training Institute Of South Africa 
    123. Edusource (Pty) Ltd 
    124. Eduversity Pty Ltd 
    125. Efficient Leaders Pty Ltd 
    126. Elvis Koena Consulting (Pty) Ltd 
    127. Emzed Academy 
    128. Equilibruim Skills Development And Research Pty Ltd 
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    130. Eskilz College (Pty) Ltd 
    131. Etamic Pty Ltd 
    132. Ethembeni Multi Service Enterprise (Pty) Ltd 
    133. Eukon Engineering And Projects 
    134. Everest Leadership cc t/a EL International 
    135. Excellent Minds Institute (Pty) Ltd 
    136. Execuprime Business College (Pty) Ltd 
    137. Extribyte (Pty) Ltd 
    138. Falcon Business Institute (Pty) Ltd 
    139. Faranang Marketing 
    140. Favest Advisory (Pty) Ltd 
    141. Frugatrax Consultants 
    142. FUTURE DISCOVERY TRAINING ACADEMY 
    143. Galkina Investments (Pty) Ltd T/A Belgravia Institute 
    144. Gatyana Training Academy (Pty) Ltd 
    145. Giamanje Tvet College 
    146. Giant Alive Group 
    147. Giggs Creations 
    148. Glere Skills And Consultants 
    149. Glo Leb Training & Development 
    150. Global Care Trading 100 CC 
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    152. GOBELA CONSULTING 
    153. Goitseone Trading And Projects Pty Ltd 
    154. Golden Rewards 2192 Cc 
    155. Gomolemo'S Consultant (Pty) Ltd 
    156. Growth Management Consulting 
    157. Gwebu Super Group (Pty) Ltd 
    158. Hamonate Consulting 
    159. Hanyeleni Business Enterprise 
    160. HDPSA 
    161. Heartbeats Consulting Services 
    162. Heavenly Button Trading Cc 
    163. Hlaniki Investment Holdings 
    164. HLOGIRATI (PTY) LTD 
    165. Hlombe And Associates 
    166. Hs Global Skills Business Solutions 
    167. Htb Consulting 
    168. Hym Consulting 
    169. I'Vee Africa Group (Pty) Ltd 
    170. Igkm Management Services (Pty) Ltd 
    171. Ikhambi Outsourced Cfo 
    172. Ikhaya Training And Consulting 
    173. Ikhwezi Traning Institute (PTY) LTD 
    174. Iklwa Contractors 
    175. Ilinge Labantu Debt Solution 
    176. Iliso Investment holdings (Pty) Ltd 
    177. Ilitha Lelizwe Consulting 
    178. Imani 
    179. Imperial City Campus (Pty) Ltd 
    180. Inafrica General Trading Pty Ltd 
    181. Indigo Institute 
    182. Indonsa Training 
    183. Injulabqopho (Pty) Ltd 
    184. Inkazimulo Trading 
    185. Inkcubeko Yakwantu Trading 
    186. Inkonyane Yamaswazi Projects 
    187. Innercity Training Institute (Pty) Ltd 
    188. Innovative Technology Design 
    189. Inqaba Yokulinda Youth Organisation 
    190. Inside Out Group 
    191. Instant Corporate Suppliers 
    192. Institute For Performance Management 
    193. Institute Of Public Affairs And Governance Pty (Ltd) 
    194. Intergritas Consulting Services 
    195. Inzalo Enterprise Management Systems (Pty) Ltd 
    196. Isiphephelo Consultants 
    197. Itumeleng Wellness Solutions 
    198. Iyana Property Management 
    199. Jabukile Consultancy 
    200. Jbm Consulting Pty Ltd 
    201. Jeppe College of Commerce and Computer Studies 
    202. Jet Energy South Africa 
    203. Jikiza Phumbele Management Consultants 
    204. Jit Projects 
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    206. Jobafrik Consulting 
    207. Jojo Training Institute 
    208. Josmap Training Institute 
    209. Joyride Trading 15 
    210. K Boneng Consulting Services 
    211. K Shabangu Fet College 
    212. K-Leng Touch, Events And Skills Development 
    213. Kadimo Consulting Cc. 
    214. Kagisho Business Concepts (Pty) Ltd 
    215. Kalideen Investment T/A Kalvest 
    216. KALIDEEN MANAGEMENT SERVICES 
    217. Kamanga Skills Projects 
    218. Keetileafrika Training Institute 
    219. Keletshepile Trading Enterprise 
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    221. Kelsey Events And Business Consulting 
    222. Kenmab Training Centre 
    223. Keptel 
    224. Keydimensions Risk Solutions 
    225. Kgakishe Trading And Projects (Pty) Ltd 
    226. Kgang-Kgolo Consulting 
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    228. Khabolwazi Pty Ltd 
    229. Khanyisela Consulting 
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    243. Lathithaa Consulting Services 
    244. Lekoko Consulting (Pty) Ltd 
    245. Lelethu Training (Pty) Ltd 
    246. Lemao Enterprise 
    247. LEMARK TRAINING & DEVELOPMENT 
    248. Leronsa Trading Enterprise 
    249. Less Aid More Trade Pty Ltd 
    250. Letlhokoa Management Services Cc 
    251. Letlotlo La Gae (Pty) Ltd 
    252. Lewerb Holdings (Pty) Ltd 
    253. Limsa Training Institute 
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    256. Loago Business Consulting 
    257. Londimvelo Consultants 
    258. Lulona Consulting (Pty) Ltd 
    259. Lumiere Holdings 
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    271. Makavila Suppliers Cc. 
    272. Makhuba Development Projects CC 
    273. Makhuva Consulting 
    274. Mamuhle Academy 
    275. Mancosa (PTY) LTD T/A Management College of Southern Africa 
    276. MANCOSA Pty (Ltd) 
    277. Manzolwandle Holdings 
    278. Maono Tai Consulting And Training 
    279. Marcado Human Resources Strategies 
    280. Marematlou Training Institute 
    281. Maritime Business Institute 
    282. Mars Business Consulting 
    283. Masegare Business School (Pty) Ltd 
    284. Masemase Consultancy Cc. 
    285. Mashmp Holdings 
    286. MASM Trading Enterprise (Pty) Ltd 
    287. Masnas 
    288. MASS COMUTER TRAINING AND PRINTERS 
    289. Matepe Investments (Pty) Ltd 
    290. Mathaveiya Skills Enhancement 
    291. Matibidi Raphela Investments (Pty) Ltd 
    292. Matsila Holdings 
    293. Mbedvula Trust 
    294. Mcebo Technologies 
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    299. Mgwezane Training And Events Management Cc. 
    300. Mictech Skills Solutions 
    301. Miczo'S Enterprise 
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    304. Milpark Education (Pty) Ltd 
    305. Mimoisa Business Solutions Cc 
    306. Mission Point Consulting 
    307. Mj Mafunisa Consulting (Pty) Ltd 
    308. Mlilowendalo Enterprise 
    309. Mmanape Private Technical College Pty Ltd 
    310. Mml Consulting Cc. 
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    315. Mokgwadiba Electrical Services Pty Ltd 
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    317. Mondli Mthemba Consulting Services 
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    319. Morena Empire Investment 
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    321. Moses Kotane Institute 
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    323. Motheo Training Institute Trust 
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    335. Nalengmokoni Investors (Pty) Ltd 
    336. National Versatile Training Institute 
    337. Nbmp Trading Enterprise 
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    339. Ndashe And Associates 
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    343. Nedtex73 
    344. Nelson Mandela University 
    345. Nemalale Eagles Consultancy Cc 
    346. Nettcon Sa 
    347. Ngm Skills Transfer 
    348. Ngwadhla General Trading (Pty) Ltd 
    349. Nhlanzi Investments 
    350. Nj & L Trading Enterprise Cc. 
    351. Njenje Resources(Pty)Ltd 
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    353. Nmbp Trading Enterprise 
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    358. Nqowethu Trading 
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    367. Or Project Management 
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    369. Outeniqua Leadership Institute 
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    372. Panafrican Supply Chain Academy 
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    385. Pfim Trading (Pty) Ltd 
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    390. PLATINUM ELECTRICAL(PTY) LTD 
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    448. Siya-Mlandela Trading Enterprise 
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    452. Sizampiloenhle Trading And Projects (Pty) Ltd 
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    469. Spears Business and Life Coach Consulting 
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    475. Step Ahead Academy (Pty) Ltd 
    476. Stg Consulting Enterprise 
    477. Straightmap (Pty) Ltd 
    478. Summat Training Institute 
    479. Taalnet & It Consultation Cc 
    480. Tachfin Holdings 
    481. Talent Centre Training 
    482. Talent Emporium Academy (PTY) Ltd 
    483. Talent Sculpture 
    484. Tanosa Trading CC 
    485. Tasc Business Consulting And Training 
    486. The Crimson Co Cc. 
    487. The Manto Group 
    488. The National School of Government 
    489. Thembeni Skills Development Trading And Projects 
    490. Thinking Mind Trading 
    491. Thobologo Training And Education Group 
    492. Thopasefoka Consulting Pty Ltd 
    493. Three Steps Trading 
    494. Thubelihle Graduate Institute 
    495. Thuto Ya Setshaba Training Services (Pty) Ltd 
    496. Thuto-Boswa Education And Training Solution 
    497. Timnet Management Consulting 
    498. Tinissa Trading 29 PTY Ltd 
    499. Tinotel Communications 
    500. Tippinggate Business Solutions (Pty) Ltd 
    501. Tirisano Ya Bakwena Consultant 
    502. Tjo Projects And Trading 
    503. Tlhalefang Holdings 
    504. Tloumogale Business Development & Consulting 
    505. Tne Advisory Servises 
    506. To the Throne Music Production 
    507. Tonex Management Solutions 
    508. Tradesman Consulting And Training Solutions 
    509. Training Consultant and SD College 
    510. Transafric Consulting Pty Ltd 
    511. Triads Management Services 
    512. Tsebo Kitso Trainings 
    513. Tsebong Training Centre 
    514. Tshepang Consulting & Project 
    515. Tshwane College of Commerce and Computer Studies 
    516. Tshwane Leadership & Management Academy (Tlma) 
    517. Tshwane Training Institute (Pty) Ltd. 
    518. Tsoelapele Consulting Pty Ltd 
    519. Tsoga Re Dire Holdings (Pty) Ltd 
    520. Tsogo-Tlhago Trading Enterprise 
    521. Tuns Trading And Projects (Pty) Ltd 
    522. Twin Peak Technologies 
    523. TWINMARK STRATEGY AND MANAGEMENT CONSULTANTS 
    524. Ubuholi Bendabuko Capacity Building (Pty) Ltd 
    525. Ubuqhawe Consulting (Pty) Ltd 
    526. Ukhamba Quality Skills 
    527. Ukwakhile Projects (PTY) Ltd 
    528. Umqondo Business College 
    529. Unakho Business Solutions 
    530. University Of Business Excellence(Pty)Ltd 
    531. University of Fort Hare 
    532. University Of Intellectual Excellence (Pty)Ltd 
    533. University of North West 
    534. University of Pretoria 
    535. Unlimited Potential Investments 
    536. Urithi Skills Development 
    537. Valinsight (Pty) Ltd 
    538. Value At Hand 
    539. Vantage Training 
    540. Venado Trading 
    541. Venus Maintenance And Supply Services 
    542. Verge (Pty) Ltd 
    543. VEZOKUHLE YOUTH DEVELOPMENT PROJECT 
    544. Vibra Skills CC. 
    545. Vicmat Consultants 
    546. Victorious Training Institute 
    547. Viginet Digital Solutions 
    548. Viol Projects 
    549. Vision Africa Training Institute 
    550. VSL General Trading 
    551. VUCA INSTITUTE OF LEADERSHIP DEVELOPMENT 
    552. Vumilia Africa Group 
    553. Vuselela FET College - Klerksdorp Campus 
    554. Vuyelwa Sl Trading And Projects (Pty) Ltd 
    555. Wag Consulting 
    556. WEINVEST INVESTMENT CC 
    557. Wits University 
    558. Wongintuthuko Projects 
    559. Workskills Training Solution 
    560. World Pace Development And Training Institute 
    561. World Wide Mice 
    562. Ya Hina Management Consulting And Projects 
    563. Yamangcuse Consulting 
    564. Yaphi Consulting Services 
    565. Yovuyo (Pty) Ltd 
    566. Zambezi Accounting (Pty) Ltd 
    567. Zealot Business College 
    568. Zikhali Trading (Pty) Ltd 
    569. Zmg Consulting 
    570. Zwavhudi Business School (Pty) Ltd 
    571. Zwelixoliletrading Enterprise 
    572. Zwide Ka- Langa Dynamics 


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