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:

Perform basic financial procedures within a recreation organization

SAQA US ID	UNIT STANDARD TITLE
243624	Perform basic financial procedures within a recreation organization
ORIGINATOR
SGB Sport, Recreation & Fitness
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-
FIELD			SUBFIELD
Field 02 - Culture and Arts			Sport
ABET BAND	UNIT STANDARD TYPE	PRE-2009 NQF LEVEL	NQF LEVEL	CREDITS
Undefined	Regular	Level 4	NQF Level 04	4
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

The Unit Standard is intended for people who are employed and will work under supervision, at an entry-level position within a recreation organization, department, or SMME.

This unit standard is based on the Unit Standard ID 14353, to enable the learner to add value to the learners' job, or chances of finding employment. Learners will be well positioned to extend their learning and practice into other areas in the business environment, or to strive towards professional standards and improved performance. The unit standard was modified to incorporate the legislation that governs the public the financial activities at the public service departments of Sport and Recreation.

On completion of this unit standard the qualifying learner will be able to:

Explain and apply the basic procedures for receiving and receipting payments.

Maintain financial record keeping and cash flow.

Utilize a petty cash system to purchase equipment and office items.

Conduct basic banking transactions.

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING

Learners accessing this unit standard will have demonstrated competence in numeracy and literacy at NQF Level 3 or equivalent.

UNIT STANDARD RANGE

Procedures relating to the receiving of monies include understanding how to keep a receipt book, being able to determine the validity of cheques, correct counting of money and checking of amounts etc.

Legislation governing accountability in government departments example PFMA and MFA.

Legal procedures include identifying the payer, validating the amounts in letters and in words, the proper keeping of duplicate receipts, and the correct signing of the person issuing the receipt, and all the necessary requirements to ensure successful receipting on a computerized and manual system.

Safekeeping includes the securing of money in a lock-up area, and all receipt books, related documents, and cheques.

Application forms in relation to petty cash include the completion of petty cash vouchers and all other related documents as per organization requirements.

Basic banking transactions include the deposit of cash and cheques received.

Specific Outcomes and Assessment Criteria:

SPECIFIC OUTCOME 1

Explain and apply the basic procedures for receiving and receipting payments.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

Receipting procedures are described.

ASSESSMENT CRITERION 2

The parties to and the legal importance of a receipt is explained.

ASSESSMENT CRITERION 3

The procedures for the securing of monies are applied.

ASSESSMENT CRITERION 4

The legal requirements of valid cheques are explained.

ASSESSMENT CRITERION 5

The safekeeping of all relevant source documents are demonstrated.

SPECIFIC OUTCOME 2

Maintain financial record keeping and cash flow.

OUTCOME RANGE

Sales receipt, cash receipt, bank deposit book and slips, petty cash book, ledger, computer software.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

The need and justification for cash purchases are explained.

ASSESSMENT CRITERION 2

All necessary forms and documents are completed.

ASSESSMENT CRITERION 3

All purchased items and receipts are stored according to organizational procedures.

ASSESSMENT CRITERION 4

The legislative framework is observed to ensure accountability, transparency and a proper audit trail.

ASSESSMENT CRITERION RANGE

PFMA, MFA.

ASSESSMENT CRITERION 5

All source documents of income, expense, and balance sheet items are filed and stored.

ASSESSMENT CRITERION 6

Data is captured on the accounting system in use, in order for the appropriate reports to be generated.

SPECIFIC OUTCOME 3

Utilize a petty cash system to purchase equipment and office items.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

Petty cashier is approached for relevant funds and justification for purchase is explained.

ASSESSMENT CRITERION 2

Any necessary application forms are completed.

ASSESSMENT CRITERION 3

Items are purchased and receipts for items are returned to petty cash officer according to organisational procedures.

SPECIFIC OUTCOME 4

Conduct basic banking transactions.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

Banking is prepared according to banking procedures.

ASSESSMENT CRITERION 2

Forms are complete for the banking process.

ASSESSMENT CRITERION 3

Cash and cheque deposits are verified against receipt book.

ASSESSMENT CRITERION 4

All cash and cheques are deposited into the bank account of the company, organization, or department.

ASSESSMENT CRITERION 5

All banking forms and books are filed for safekeeping according to organizational procedures.

UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS

An individual wishing to be assessed against this unit standard (including through RPL) may apply to an assessment agency, assessor or provider institution accredited by the relevant Education and Training Quality Assurance body (ETQA), or one with an appropriate memorandum of understanding (MOU) with the relevant ETQA.

Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA, or one with an appropriate MOU 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 one with an appropriate MOU with the relevant ETQA.

Moderation of assessment will be conducted by the relevant ETQA, or one with an appropriate MOU with the relevant ETQA.

UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE

The qualifying learner is able to demonstrate knowledge and understanding of:

Basic financial procedures.

Procedures involved in receipting and receiving payments.

The legislation that governs the proper accounting of finances.

Banking procedures.

The importance of recording and storing all transactions in a safe place.

Organizational procedures in terms of handling cash and cheque payments.

UNIT STANDARD DEVELOPMENTAL OUTCOME

N/A

UNIT STANDARD LINKAGES

N/A

Critical Cross-field Outcomes (CCFO):

UNIT STANDARD CCFO IDENTIFYING

Learners are able to identify and solve problems that relate to cheque validation.

UNIT STANDARD CCFO ORGANISING

Learners are able to organize oneself and the activities to ensure all transactions are promptly collected, receipted, and stored for safekeeping.

UNIT STANDARD CCFO COLLECTING

Learners are able to collate all information from collecting payments to banking, recording and storing.

UNIT STANDARD CCFO COMMUNICATING

Learners are able to communicate effectively with all parties - office staff, payer, banking officials and others to ensure accurate financial transactions are captured.

UNIT STANDARD CCFO DEMONSTRATING

Learners are able to understand the world as a set of systems whereby the different parties to a financial transaction must correlate and create a balance.

UNIT STANDARD CCFO CONTRIBUTING

Learners are able to follow all organizational procedures to ensure personal effectiveness and organizational efficiency.

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	58163	Further Education and Training Certificate: Community Recreation	Level 4	NQF Level 04	Passed the End Date - Status was "Reregistered"	2023-06-30	CATHSSETA

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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