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: 

Participate in budget and general financial management processes within own public sector work context 
SAQA US ID UNIT STANDARD TITLE
242861  Participate in budget and general financial management processes within own public sector work context 
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 4  NQF Level 04  6 
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 
This Unit Standard is intended for public sector officials involved with the service delivery activities in order to render services to the communities, stakeholders and other related role players that interact with the public sector. This Unit Standard contributes to the development of administration skills of South Africa's public officials and public administration supervisors.

The qualifying learner is capable of:
  • Demonstrating an understanding of the basic financial requirements of own unit and level of contribution required.
  • Identifying and applying the basic principles of budgeting in own work context.
  • Processing quotations according to public sector policies and procedures.
  • Handling basic financial queries relating to own work context. 
    		•

    LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    All learners accessing this unit standard must have competences in:
  • Communication NQF Level 3.
  • Mathematical Literacy NQF Level 3.
  • Computer Literacy NQF Level 3. 
    		•

    UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Demonstrate an understanding of the basic financial requirements and contribution within own unit. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The financial concepts of income, expense, profit and loss are examined and explained generically and in own public sector unit context. 

    ASSESSMENT CRITERION 2 
    Own function in public sector unit is explained with regard to unit incomes and expenses and profits and loss activities. 

    ASSESSMENT CRITERION 3 
    Own function in public sector unit is understood and explained in the context of contribution required to financial requirements of unit. 

    ASSESSMENT CRITERION 4 
    The effect on the value chain of meeting or failing to meet own role in meeting financial requirements is explained with examples. 

    SPECIFIC OUTCOME 2 
    Identify and apply the basic principles of budgeting in own work context. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The idea and purpose of a budget is understood and explained. 

    ASSESSMENT CRITERION 2 
    Past income and source of income for own public sector unit is identified. 

    ASSESSMENT CRITERION 3 
    Past sources of expenditure and expense for own public sector unit are identified. 

    ASSESSMENT CRITERION 4 
    Trends, factors, needs and circumstances that affect future costs and expenses in own public sector unit are determined. 

    ASSESSMENT CRITERION 5 
    Budgetary and economic constrains on revenue and income of for public sector unit are identified. 

    ASSESSMENT CRITERION 6 
    Main departmental values in creating budgets for future expenditure are determined. 

    ASSESSMENT CRITERION 7 
    Value analysis is used to motivate increases in budgetary revenue for own public sector unit. 

    SPECIFIC OUTCOME 3 
    Process quotations according to public sector policies and procedures. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The sources of public sector rules relating to purchasing and processing quotations are identified and described. 
    ASSESSMENT CRITERION RANGE 
    Sources include, but are not limited to, national, provincial and municipal legislation regulation and policy documents, operating procedures, protocols and instructions.
     

    ASSESSMENT CRITERION 2 
    The procurement process within the public sector is explained and understood. 

    ASSESSMENT CRITERION 3 
    Quotations received are evaluated and categorised in terms of applicable public sector procurement rules. 

    ASSESSMENT CRITERION 4 
    Applicable public sector procurement rules are applied to quotations received. 

    ASSESSMENT CRITERION 5 
    The benefits and hazards of following and failing to follow procedure in processing quotations is explained with examples. 

    SPECIFIC OUTCOME 4 
    Handle basic financial queries relating to own work context. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Own authority in own work context relating to financial queries is identified and applied. 

    ASSESSMENT CRITERION 2 
    Financial processes within own work contexts are identified and explained. 

    ASSESSMENT CRITERION 3 
    Financial queries are identified and evaluated in the context of own authority and own knowledge of applicable financial processes. 

    ASSESSMENT CRITERION 4 
    Financial queries are attended to or referred to the appropriate authority. 

    ASSESSMENT CRITERION 5 
    Typical financial queries are examined and dealt with. 

    ASSESSMENT CRITERION 6 
    The benefits and hazards or dealing appropriately with or failing to deal appropriately with financial queries are explained with examples. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • Any 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 ESSENTIAL EMBEDDED KNOWLEDGE 
    The learner must demonstrate an understanding of:
  • Public sector policies and procedures.
  • The basic principles outlined in the Public Sector Management and Finance Act.
  • The basic principles of budgeting.
  • The basic principles of accounting.
  • Basic techniques for using financial management system.
  • Financial reporting principles, policies and protocols. 
    		•

    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 to contribute towards budgeting and financial management processes. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as a member of a team, group, organisation or community to resolve financial and budget related queries. 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one's activities responsibly in order to effectively keep records and report on financial and budget related functions. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate financial and budgetary informations. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively using visual, mathematical and/or language in the modes of oral and/or written persuasion report on financial and budgetary functions. 

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically, showing responsibility to the environment and health of others, as a tool for recording and reporting on financial and budget related information. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of interrelated systems by recognising that problem solving contexts relating to the public sector financial management and budgetary controls do not exist in isolation and that a variety of internal and external factors can the affect them. 

    UNIT STANDARD CCFO CONTRIBUTING 
    Participate as responsible citizens in the life of local, national and global communities by ensuring that sound financial management and budgetary principles are complied with at all times. 

    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  65989   Further Education and Training Certificate: Human Settlements Development  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  CETA 
    Elective  57824   Further Education and Training Certificate: Public Administration  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  PSETA 
    Elective  66089   National Certificate: Human Settlements Development  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  CETA 
    Elective  57805   National Certificate: Public Sector Employment and Skills Development Practices  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  PSETA 


    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.