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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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  1. DATA COLLECTION & VALIDATION
  2. Collect data by Occupancy Survey

Data Collection Platform

Data must be collected by Computer Assisted Personal Interviewing (CAPI). Paper-based data collection is not sufficiently accurate or auditable.

Traditional Paper and Pencil Interviewing (PAPI) data collection methodologies where enumerators fill in a paper form or questionnaire to be captured at a later stage are error-prone and inefficient and must not be used.

In contrast, CAPI-based platforms prompt enumerators to ask the right questions to the right households. The software also allows for better monitoring of enumerator activities and obviates the need for data capture.

There are several CAPI platforms available with slight differences in pricing and functionality. There is some flexibility to choose the platform, as long as the platform supports the following functionalities:

  1. Real-time data monitoring and feedback to enumerators and field supervisors so that errors can be picked up and corrected immediately. (e.g. valid GPS coordinates, duration of survey, spelling of names, good quality images)

  2. Complex data coding requirements such as:

    • Looping (e.g. questions repeated for each owner)

    • Piping (e.g. respondent who self-classifies as a renter only answers questions relating to tenancy arrangements rather than proof of ownership)

    • Automated validation checks (e.g. valid 13 digit ID number)

  3. Capturing of GPS coordinates (e.g. location of property) during the interview process

  4. Capturing of images (e.g. ID book, marriage certificate) during the interview process

  5. Real-time fieldwork management (e.g. number of surveys submitted per enumerator per day, automatic quota tracking)

  6. Both online and offline data collection (e.g. enumerators can conduct interviews when offline with the ability to upload their results when they have a strong / stable internet connection)

  7. Data storage and retention

  8. API access to underlying data

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Last updated 3 years ago