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: 

Control depot expenditure budget 
SAQA US ID UNIT STANDARD TITLE
14645  Control depot expenditure budget 
ORIGINATOR
SGB Transport and Logistics Operations 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 11 - Services Transport, Operations and Logistics 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 3  NQF Level 03  2 
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
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 
A learner assessed as competent against this unit standard will be able to understand and control a depot-operating budget and understand the difference between capital expenditure and an operating budget. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
Literacy ABET level 4
Numeracy ABET level 4 

UNIT STANDARD RANGE 
This unit standard applies to all employees. 

Specific Outcomes and Assessment Criteria: 

SPECIFIC OUTCOME 1 
Distinguish between capital expenditure and an operating budget. 

ASSESSMENT CRITERIA 

ASSESSMENT CRITERION 1 
1. The difference between capital expenditure and an operating budget is explained according to company-specific requirements. 

SPECIFIC OUTCOME 2 
Identify the components of a depot-operating budget. 

ASSESSMENT CRITERIA 

ASSESSMENT CRITERION 1 
1. The components of a depot-operating budget are identified according to company-specific requirements. 

SPECIFIC OUTCOME 3 
Discuss the control measures of a depot-operating budget. 

ASSESSMENT CRITERIA 

ASSESSMENT CRITERION 1 
1. The control measures of a depot-operating budget are discussed according to company-specific requirements. 

SPECIFIC OUTCOME 4 
Interpret the financial statements received for the depot-operating budget. 

ASSESSMENT CRITERIA 

ASSESSMENT CRITERION 1 
1. The financial statements received for the depot-operating budget are interpreted according to company-specific formats. 


UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
1. An individual wishing to be assessed against this unit standard may apply to an assessment agency, assessor or provider institution that has been accredited by the relevant ETQA.
2. Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA.
3. Any institution offering learning that will enable achievement of this unit standard must be registered and accredited as a provider with the relevant ETQA.
4. Moderation of assessment will be done by the relevant ETQA as prescribed. 

UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
A learner should be able to demonstrate a thorough knowledge and understanding of:
  • Budget guidelines for company specific requirements. 
    		•


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Problem-solving and information evaluation
    Learners have acquired the generic ability to identify ways to solve financial problems at depot (work) and in social life and how to reduce/solve them. 

    UNIT STANDARD CCFO ORGANISING 
    Self-organisation and - management
    Learners have acquired the generic ability to assess financial factors that are detrimental to their actions at work, the work environment and in private life and how to solve such situations. 

    UNIT STANDARD CCFO COLLECTING 
    Information
    Learners have acquired the generic ability to assess and evaluate financial information related to their work environment in order to contribute to a better control of income and expenditure. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Inter-relatedness of systems
    Learners have acquired the ability to evaluate the financial aspects at work in a holistic manner and to identify problem areas related to the working environment as well as in private surroundings. 

    UNIT STANDARD CCFO CONTRIBUTING 
    Learner and Societal development
    Learners have acquired the generic ability to understand the principles of budgeting and financial control in a social and working environment and how both can impact on the actions/views of persons/employers at large. 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    ASSESSMENT PROCESS

    When conducting assessment, assessors must ensure that they are familiar with the full text of the unit standards being assessed.

    They must ensure that assessment covers the specific outcomes, critical cross-field outcomes and essential embedded knowledge.

    Each environment/situation will be different, it will be necessary to develop assessment activities and tools, which are appropriate to the context in which the assessment will take place.

    METHOD OF ASSESSMENT

    During formal training at the provider:
    1. Written tests
    2. Case studies.
    3. Simulation

    During on the job training:
    1. Oral test
    2. Observations
    3. Case studies.

    Integrated final on the job assessment:
    1. Observation
    2. Oral tests
    3. Case studies

    The assessment must integrate a number of different scenarios. [Example: Statements of various financial aspects (overtime/Sunday time/maintenance/rent/etc) must be discussed with the learner to determine the understanding of the control of the expenditure budget and what measures can be introduced to minimise expenditure or not to exceed the approved budget. Financial statements, which relate to a specific environment must be available to ensure the statements could be interpreted correctly.] This will give the assessor reliable and valid proof of competence and evidence of required attitudes and skills.

    The integrated assessment must take place in the environment where the learner will work independently on completion of final assessment.

    Valid, reliable and authentic evidence (presented as a portfolio of evidence) from past achievements and experience may serve to supplement the assessment of applied competence. The portfolio should include, inter alia:
    1. Written statements from persons (e.g. current and/or previous employer, colleague, peer, manager, external customers) confirming competence of the learner.
    2. Relevant certificates or awards.
    3. Previous assessment records.
    4. Journal (Logbook).

    VALUES

    In addition the following values should be demonstrated:
  • Decisiveness
  • Co-operation
  • Judgement
  • Assertiveness
  • Responsibility
  • Trustworthiness
  • Integrity
  • Quality consciousness

    SUPPLEMENTARY INFORMATION

    Budget control must be done at depot level because the various depots within a specific environment forms the budget of a business unit. The geographical area within the rail environment must exercise budget control and also to interpret the various financial statements. 
    		•

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  49449   National Certificate: Plastics Manufacturing  Level 3  NQF Level 03  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  MERSETA 
    Elective  23893   National Certificate: Rail Operations (Functional Yard Operations)  Level 3  NQF Level 03  Passed the End Date -
    Status was "Reregistered"     		 2009-06-17  Was TETA until Last Date for Achievement 


    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.
     
    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.