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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Identify and apply property, asset and investment management principles 
SAQA US ID UNIT STANDARD TITLE
15089  Identify and apply property, asset and investment management principles 
ORIGINATOR
SGB Real Estate 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 11 - Services Cleaning, Domestic, Hiring, Property and Rescue Services 
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 forms part of the qualification - National Certificate in Property Practice, registered at Level 4 on the National Qualifications Framework. Learners working towards this standard will be learning towards the full qualification, or will be working within a Property Environment, specialising in Property Management where the acquisition of competence against this standard will add value to their understanding of the sector and functioning in the workplace. This standard will also add value to learners who are starting or working in their own Property and/or Real Estate business.

The purpose of this standard is for learners to understand and implement the rationale and processes of collection, processing and generation of administrative data required for management of property assets and investments.

The qualifying learner is capable of:
  • Collecting data relating to property, asset and investment management.
  • Collating and processing data relating to property, asset and investment management.
  • Providing reports on property, asset and investment management. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    Learners accessing this qualification will have demonstrated competence in day to day business operations, English Communication to the equivalent of ABET level 4, and basic mathematics at NQF level 3. They will also have demonstrated competence in computer technology at NQF level 3. 

    UNIT STANDARD RANGE 
  • Assets including commercial property, retail property, industrial property, sectional title units, equipment, machinery, plant.
  • Investments including assets and financial. 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Collect financial information and data relating to property, asset and investment management. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Data collected is qualified in terms of organisational and legal requirements. 

    ASSESSMENT CRITERION 2 
    2. Data gathered is accurate and relevant and meets organisational requirements. 

    ASSESSMENT CRITERION 3 
    3. Data is sourced from both internal and external sources. 

    ASSESSMENT CRITERION 4 
    4. Data collected is up-to-date and currently valid. 

    ASSESSMENT CRITERION 5 
    5. Data collection procedures are adhered to. 

    SPECIFIC OUTCOME 2 
    Collate and process financial information and data relating to asset and investment management. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Data processing procedures are used in accordance with organisational requirements. 

    ASSESSMENT CRITERION 2 
    2. Collated and processed data is allocated according to organisational priorities and requirements. 

    ASSESSMENT CRITERION 3 
    3. Plans and processes are developed to provide for data collating and processing services. 

    ASSESSMENT CRITERION 4 
    4. Data quality assurance processes are applied and are consistent with the nature of the data requirements. 

    ASSESSMENT CRITERION 5 
    5. Poor data collating and processing implications are identified in terms of provision of data. 

    SPECIFIC OUTCOME 3 
    Provide reports on financial information and data relevant to property, asset and investment. 
    OUTCOME NOTES 
    Provide reports on financial information and data relevant to property, asset and investment management. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Report is up-to-date and comprehensive. 

    ASSESSMENT CRITERION 2 
    2. Report is completed in required format and within agreed time frames. 

    ASSESSMENT CRITERION 3 
    3. Report contains life cycle information in terms of requirements. 

    ASSESSMENT CRITERION 4 
    4. The form and function of components of the report are identified in accordance with the nature of the business activity and organisational requirements. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
    Providers will be accredited against this unit standard and assessors registered by the relevant Education Quality Assurance Body (ETQA). 

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • A broad understanding of asset and investment management methods, techniques and principles.
  • An all-round understanding of identification of assets and investment opportunities.
  • A broad understanding of data collection and processing methods and techniques
  • An in-depth understanding of written and oral communication and presentation principles and techniques. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems when determining best sources of asset and investment management information. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others when gathering and processing data to ensure all sources are used. 

    UNIT STANDARD CCFO ORGANISING 
    Organise oneself and one`s activities so that alternative collection and processing activities and plans exist. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information that applies to property, asset and investment management. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively when collecting data for property, asset and investment management and so that all information gathered is accurately conveyed. 

    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
    Elective  24454   Further Education and Training Certificate: Real Estate  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered" 
    2007-11-28  Was SERVICES until Last Date for Achievement 
    Elective  59097   Further Education and Training Certificate: Real Estate  Level 4  NQF Level 04  Reregistered  2023-06-30  SERVICES 


    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.