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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

Fieldwork Team

Roles and responsibilities for the survey fieldwork team

In some instances, an external service provider may be contracted to undertake some or all aspects of the enumeration (such as fieldworker recruitment and hiring, training, fieldwork, data monitoring and fieldwork management)

Before fieldwork can start the project team must:

  • Produce a detailed fieldwork implementation plan

  • Ensure that sufficient processes are in place to protect the data that is collected

  • Develop an agreed stakeholder participation & engagement plan

Major roles in the fieldwork team

Project Manager

  • This is the main liaison between the project team and the municipality or province

  • Performs general oversight and management of project team and project processes

Community Engagement Manager

  • Manages the relationships between the communities and local area committees to ensure participation and buy-in

  • In-field monitoring and support for fieldwork team

Fieldwork Manager

  • Performs general oversight and management of fieldwork supervisors, fieldworkers and data monitors

    • Device set-up and data management

    • Daily allocation of fieldworkers to households

    • Monitoring of fieldwork performance

  • Performs final sign-off on data collected and checked by data monitors

Fieldwork Supervisors

  • Provides infield assistance and support for core fieldwork team

  • Conducts quality assurance / "call back" surveys

  • The number of field supervisors required depends on the number of fieldworks - usually one supervisor is allocated to 5-10 fieldworkers

Fieldworkers / Enumerators

  • Perform enumeration / data collection

  • Act as witnesses to sale agreements

Data Monitors

  • Conduct data quality control checks for submitted surveys

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Last updated 3 years ago

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