🏠
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
Powered by GitBook
On this page
Export as PDF
  1. DATA COLLECTION & VALIDATION
  2. Collect data by Occupancy Survey

Data extraction and storage

Once the occupancy survey has been conducted and reviewed by data monitors it can be signed off / accepted by fieldwork managers

Data for signed off surveys should be extracted and saved

Images need to be saved and named using a clear naming convention (e.g. name of document_ID) and linked to the database record

Maturity Roadmap: suggestion for improvement

All data should be stored in a well-structured, password-protected, and centrally stored database. The database should allow for various users to review and edit data in line with clear data management protocols. It should also allow for some automated analysis to categorise cases and identify next steps.

PreviousData CollectionNextOverview

Last updated 3 years ago