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Primary Transfer Toolkit
Beneficiary Administration & Transfer Toolkit
Beneficiary Administration & Transfer Toolkit
  • Beneficiary Administration & Transfer Toolkit
  • How to use this resource
    • Feedback
  • Toolkit Approach
    • Maturity Roadmap
  • Guiding principles
  • Target Operating Model
    • Stakeholder Matrix
      • Members of the Public
      • Government
      • Private Sector
      • Project Team
  • DATA COLLECTION & VALIDATION
    • Overview
    • Collate existing administrative data on beneficiaries
      • Step 1: Extract data on project beneficiaries from the HSS
      • Step 2: Identify Additional Project Records
      • Step 3: Enrich Data
        • Home Affairs Data
        • Deed Registry Data
      • Step 4: Secure Data in Database
    • Extract Property and Subsidy Data
      • Step 1: Obtain project general plan/layout
      • Step 2: Extract subsidy values
      • Step 3: Extract data from the deeds registry
      • Step 4: Secure all Data in a Database
    • Collect data by Occupancy Survey
      • Required Data
      • Data Collection Platform
      • Data Collection Hardware
      • Fieldwork Team
        • Recruitment
        • Training
      • Community and Household Engagement
      • Data Collection
      • Data extraction and storage
  • CATEGORISATION
    • Overview
    • A. All self-classified owners are beneficiaries: Perfect match
    • B. Some self-classified owners are beneficiaries, but some are not
    • C. Self-classified owners are beneficiaries, but some beneficiaries are missing
      • Co-beneficiary is deceased
      • Beneficiaries are divorced
        • The divorce order specifies what should happen to the property
        • The divorce order does not mention the property
    • D. Self-classified owners are not beneficiaries but are the original occupants of the property
      • Submit or re-submit a subsidy application
      • Subsidy cannot be accessed
    • E. Self-classified owners are not beneficiaries - inherited the property from a deceased beneficiary
      • Self-classified owner is the spouse of a deceased beneficiary
      • Self-classified owners are other heirs (not a spouse)
    • F. Self-classified owners are not beneficiaries - purchased the property informally
      • Property purchased from a beneficiary who is alive and contactable: No dispute
        • Back to Back Transfer
        • Direct transfer to new owner
          • Self-classified owner to apply for a subsidy in his / her own right
          • Self-classified owner does not qualify for a subsidy and regularisation is required
      • Property purchased from a beneficiary who alive and contactable: Disputed transaction
      • Property purchased from a beneficiary who is alive but who cannot be traced
      • Property purchased from a beneficiary who is deceased
    • G. Occupant is Caretaker / Renter
    • Enabling Processes
      • Adjudicating disputes
      • Locating missing beneficiaries
      • Submit or re-submit a subsidy application
  • VALIDATION, REGULARISATION AND TRANSFER
    • Overview
    • Core Registration Process
    • Dealing with deceased estates
    • Regularising non-beneficiaries
    • Contracting with Conveyancers
  • TITLE DEED HANDOVER
    • Overview
  • Additional Resources
    • Case Studies
      • That's Mine!
      • Deceased Beneficiary
      • Owner, but not beneficiary
      • Formal Dispute Resolution
      • Beneficiaries with more than one property
    • POPIA: The Protection of Personal Information Act
    • Community Information
    • Sample Survey
    • Sales Agreement
    • Dispute Resolution
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  • Conciliation meeting Invite
  • Attendance register of conciliation meeting
  • Agreement reached at conciliation meeting
  • Outcome of conciliation meeting
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  1. Additional Resources

Dispute Resolution

PreviousSales Agreement

Last updated 2 years ago

The dispute resolution approach that can be followed by the housing authority to attempt to work with the acrimonious parties is outlined in Dispute Resolution.

In order to support the proposed process some supporting example template documents are provided. They are each provided in a MS office format (for electronic use) and in a pdf format (for printed paper use):

  • Conciliation meeting Invite

  • Attendance register of conciliation meeting

  • Agreement reached at conciliation meeting

  • Outcome of conciliation meeting

Conciliation meeting Invite

Attendance register of conciliation meeting

Agreement reached at conciliation meeting

Outcome of conciliation meeting

20KB
CONCILIATION MEETING INVITE.docx
MS nOffice version
47KB
CONCILIATION MEETING INVITE.pdf
pdf
PDF version
11KB
ATTENDANCE REGISTER CONCILIATORY MEETING.xlsx
MS Office version
27KB
ATTENDANCE REGISTER CONCILIATORY MEETING.pdf
pdf
PDF version
20KB
AGREEMENT REACHED AT CONCILIATION MEETING.docx
42KB
AGREEMENT REACHED AT CONCILIATION MEETING.pdf
pdf
18KB
OUTCOME OF CONCILIATION MEETING.docx
MS Office version
40KB
OUTCOME OF CONCILIATION MEETING.pdf
pdf
PDF version