Higher Occupational Certificate: Community Scheme Manager

Purpose

The purpose of this qualification is to prepare a learner to function as a Community Scheme Manager and acquire an understanding of the Community Scheme legal framework, management training, and the capacity to provide specialised management services for the Community Scheme and related properties.

A Community Scheme Manager manages the administration of community schemes and relationships on behalf of owners in compliance with the law.

The qualified learner will be able to

• Manage the finances of the community scheme in accordance with the law.
• Coordinate administrative tasks by the Community schemes.
• Manage common areas for the community schemes.
• Manage compliance of community schemes rules with the law.

A qualified learner will demonstrate the following key attributes: ethical, attention to detail, sociable, interested in research, and professional.

Rationale

The need for Community Schemes Manager Qualification is created by the new legislation that requires registration of anyone performing the function of Community Scheme. The Property Practitioner Regulatory Authority together with Seta agreed to prioritise the development of this qualification to realise the regulatory requirements for establishment of standards for registration of Community Scheme Managers.

New laws have made it mandatory for Community Scheme Managers to receive and be trained on specific competencies addressed by this qualification. The society will benefit from qualified managers administering the affairs of the community scheme. The economy will also benefit from value that will accrue from professional management of the properties. Qualified people will preserve the communal assets and preserve their value for longer to improve the finances of the community scheme and thus improve consumer interest for the concerned estates.

The sector will benefit from professional recognition that will arise from qualified Managers of the community schemes.

Typical learners will be drawn from current practitioners (without recognised qualification) and, a variety of other qualified professionals in the sector, Facilities Managers, Estate Agents, Auctioneers, and Principal (Estate) Agents.

The qualification is also intended to bring about new entrants from qualified matriculants.

This Qualification was developed in Collaboration with relevant workplaces, Practitioners, Assessors, Moderators and Curriculum development Specialist.

Typical occupations

• Principal Real Estate Manager.
• Profession(s) related: None.

Recognition of Prior Learning (RPL)

RPL for Access to Training/Exemption

Learners may use the RPL process to gain access to training opportunities for a programme of learning, qualification if they do not meet the formal, minimum entry requirements for admission. RPL assessment provides an alternative access route into a programme of learning, qualification, Such an RPL assessment may be developed, moderated, and conducted by the accredited Skills Development Provider which offers that specific qualification/part qualification/skills programme. Such an assessment must ensure that the learner can display the equivalent level of competencies required for access, based on the NQF level descriptors.

RPL for exemption from modules

For exemption from modules through RPL, learners who have gained the stipulated competencies of the modules of a programme of learning, qualification through any means of formal, informal, or non-formal learning and/or work experience, may be awarded credits towards relevant modules, and gaps identified for training, which is then concluded.

RPL for Access to the External Integrated Summative Assessment (EISA).

Learners who have gained the stipulated competencies of the modules of a programme of learning, qualification through any means of formal, informal, or non-formal learning and/or work experience, may be awarded credits towards relevant modules, and gaps identified for training, which is then concluded.

A valid Statement of Results is required for admission to the EISA in which confirmation of achievement is provided that all internal assessment criteria for all modules in the related curriculum document have been achieved.

For a Skills Programme, the accredited Skills Development Provider (SDP) must ensure all modular competency requirements are met before the FISA and keep a record of such evidence.

Upon successful completion of the EISA, RPL learners will be issued with the QCTO certificate for the qualification. Quality Partners are responsible for ensuring the RPL mechanism and process for qualifications and part-qualification is approved by the QCTO.

Entry Requirements

An NQF Level 4 qualification.

This qualification is made up of compulsory Knowledge, Practical Skill and Work Experience Modules

Knowledge Modules

• 333401-001-00-KM-01, Legal framework for Community Schemes, NQF Level 5, 4 Credits.
• 333401-001-00-KM-02, Principles of Community Scheme Management, NQF Level 5, 8 Credits.
• 333401-001-00-KM-03, Corporate Governance, NQF Level 5, 5 Credits.
• 333401-001-00-KM-04, Principles of Management and Leadership, NQF Level 5, 10 Credits.
• 333401-001-00-KM-05, Manage concepts and applications, NQF Level 5, 10 Credits.
• 333401-001-00-KM-06, Introduction to Project Management Tools and Techniques, NQF Level 5, 5 Credits.
• 333401-001-00-KM-07, Applied Communication Practices, NQF Level 5, 5 Credits.
• 333401-001-00-KM-08, Business Development and Management for Community Scheme, NQF Level 5, 5 Credits.
• 333401-001-00-KM-09, Introduction to Financial Management, NQF Level 5, 8 Credits.

Total number of credits for Knowledge Modules: 60

Practical Skill Modules

• 333401-001-00-PM-01, Establish and manage the regulatory funds, NQF Level 4, 4 Credits.
• 333401-001-00-PM-02, Ensure the development of the community schemes budget and manage income and expenditure, NQF Level 5, 4 Credits.
• 333401-001-00-PM-03, Convene meetings and decision-making processes of different structures of the Community schemes, NQF Level 5, 5 Credits.
• 333401-001-00-PM-04, Manage insurance requirements for the Community Scheme, NQF Level 5, 5 Credits.
• 333401-001-00-PM-05, Ensure maintenance of the common areas to community scheme requirements, NQF Level 5, 6 Credits.
• 333401-001-00-PM-06, Manage community schemes, staff, and contractors, NQF Level 5, 6 Credits.
• 333401-001-00-PM-07, Interpret and advise on legislation for application, NQF Level 4, 6 Credits.
• 333401-001-00-PM-08, Review and monitor the implementation of the Governance Documentation of community schemes, NQF Level 5, 5 Credits.
• 333401-001-00-PM-09, Provide advice, support, and facilitate compliance with Governance Documentation and legislation applicable to common areas (trouble shooting, critical thinking), NQF Level 5, 5 Credits.

Total number of credits for Practical Skill Modules: 46

Work Experience Modules

• 333401-001-00-WM-01, Procedures to ensure the development of the community schemes budget and manage income and expenditure, NQF Level 5, 7 Credits.
• 333401-001-00-WM-02, Procedures for convening meetings of different structures of the Community schemes, NQF Level 5, 8 Credits.
• 333401-001-00-WM-03, Procedures for managing community schemes insurance, NQF Level 5, 6 Credits.
• 333401-001-00-WM-04, Maintenance processes for common areas, NQF Level 5, 8 Credits.
• 333401-001-00-WM-05, Procedures for managing community schemes staff and contractors, NQF Level 5, 7 Credits.
• 333401-001-00-WM-06, Procedures for interpreting and advising on legislation for application, NQF Level 4, 6 Credits.
• 333401-001-00-WM-07, Processes for developing and overseeing the implementation of the prescribed management and Conduct Rules of community schemes, NQF Level 5, 6 Credits.
• 333401-001-00-WM-08, Procedures for advising, supporting, and facilitating compliance to Governance Documentation and legislation applicable to common areas, NQF Level 5, 6 Credits.

Total number of credits for Work Experience Modules: 54

1. Manage the community scheme finances.
2. Apply standard methods, procedures and techniques to coordinate community administrative tasks for compliance with corporate governance.
3. Manage common areas for the community schemes.
4. Manage and consider legal consequences of community scheme activities for compliance.

Associated Assessment Criteria for Exit Level Outcome 1

ELO 1: Manage the community scheme finances

• Explain community scheme ombud services in terms of its mandate, referral procedures, and mandate.
• Explain financial management in terms of the definition of concepts, source documents, transaction journals (cash book), general ledger, and different financial statements.
• Discuss the components and uses of financial statements (Income, Balance sheet, cash flow, and Ageing Report) in terms of their relevance to the operations of the Community Scheme.
• Manage regulatory funds accounts for compliance with legal and banking requirements.
• Develop budget using different techniques to provide for accuracy of costs and risks associated with expenditure requirements.

Associated Assessment Criteria for Exit Level Outcome 2

ELO 2: Apply standard methods, procedures and techniques to coordinate community administrative tasks for compliance with corporate governance

• Identify and apply various legal concepts in various legislation are identified, described, and correctly applied to different types of Community Scheme.
• Discuss various provisions of law applicable to community scheme in terms of their relevance to the establishment (and associated governance document), management of operations (finances, facilities management, structures), management of conflicts as well as obligations of members of the community scheme.
• Analyse corporate governance is analysed to provide relevance to the Community Scheme governance principles, corporate citizenship, and the challenges associated with general application and implementation.
• Manage different meetings of the community scheme to comply with standard meeting protocols, standard community Scheme legal requirements, and internal rules.
• Profile, manage and maintain community scheme stakeholders' s records and relationships to professional standards and legal requirements.

Associated Assessment Criteria for Exit Level Outcome 3

ELO 3: Manage common areas for the community schemes

• Source and approve facilities maintenance plan in compliance with the legal requirement and delegated functions of the Scheme.
• Onboard and manage contractors in terms of service level agreement for various common areas in the Scheme.
• Manage community schemes staff to performance agreement requirements and supported (and motivated) using coaching and training to the individual's requirements.
• Discuss requirements to account for contractual legality, management of assets and inventory controls practices, procurement and supply chain management.

Associated Assessment Criteria for Exit Level Outcome 4

ELO 4: Manage and consider legal consequences of community scheme activities for compliance

• Describe various management concepts impacting the world of work in terms of their relevance to workplaces.
• Discuss management and leadership in terms of the theories, application, and management of organisational risks.
• Identify, explain, and monitor governance documents for community schemes for implementation.
• Review processes for governance documentation are discussed for causes, review processes, and compliance management.
• Provide advisory functions to the community scheme, following standard problem- solving and stakeholder relationship management techniques.

Integrated Assessment

Formative Assessments

Formative assessments are conducted throughout the training of learners. A range of formal, non-formal, and informal ongoing assessment activities are used to focus on teaching and learning outcomes to improve learner attainment.

Formative assessments are conducted continuously by the facilitator to feed into further learning, to identify strengths and weaknesses, and to ensure the learner's ability to apply knowledge, skills, and workplace experience gained.

Formative Assessments are conducted by the accredited Skills Development Provider (SDP), and a variety of ongoing assessment methods may be used, for example, quizzes, assignments, tests, scenarios, role play, and interviews. Continuous feedback must be provided.

Integrated Summative Assessments

Integrated Assessment involves all the different types of assessment tasks required for a particular qualification, part-qualification, or occupational skills programme, such as written assessment of theory and practical demonstration of competence. To achieve this, the Internal Assessment Criteria (IAC) for all modules as found in the QCTO curriculum document must be followed.

An accredited SDP should implement a well-designed, formal, relevant, final internal Summative Assessment strategy for all modules to prepare learners for the EISA. These assessments evaluate learning achievements relating to the achievement of each module of the relevant components of the qualification.

Internal Summative Assessments are developed, moderated, and conducted by the SDP at the end of each module or after integration of relevant modules, e.g. applied knowledge tests, workplace tasks, practical demonstrations, simulated tasks/demonstrations, projects, case studies, etc.

The results of these final formal summative assessments must be recorded. These results, which include the Statement of Work Experience results, where applicable, contribute to the Statement of Results (SoR) that is a requirement for admission to the EISA. An SoR, using the template provided by the Quality Partner, is issued by the accredited SDP for qualifications and part-qualifications. The SDP must produce a valid Statement of Results for each learner, indicating the final result and the date on which the competence in each module, of each component, was achieved. Learners are required to produce this SoR, together with their ID document or alternative ID document, at the point of the EISA.

External Integrated Summative Assessment (EISA) - a national assessment.

The Quality Partner is responsible for the management, conduct, and implementation of the External Integrated Summative Assessment (EISA), by QCTO set standards. Competence in the EISA is a requirement for certificating a learner.