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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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On this page
  • Hiring and contracting
  • Remuneration
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  1. DATA COLLECTION & VALIDATION
  2. Collect data by Occupancy Survey
  3. Fieldwork Team

Recruitment

Hiring and contracting

  • Number of fieldworkers required depends on the timeline of the project and capacity of the project team (number of surveys in the study and the number of fieldwork supervisors available)

  • Some candidates may drop out at various stages of the process (recruitment, interviews, training and fieldwork). Therefore the project team should recruit, interview and train a larger number of fieldworkers than will be required so that there will be a sufficient number of individuals remaining to conduct surveys

  • Different contracts should be put in place depending on the project role (i.e. fieldworker, supervisor, manager or data monitor) and their responsibilities (i.e. working hours, remuneration, training bonus, performance bonus)

Fieldworkers and supervisors should

  • Be motivated, professional and skilled

  • Have prior experience in fieldwork using CAPI-based techniques

It would be advantageous to live near the project site as some of the work takes place after working hours

Remuneration

  • There are two main remuneration models that can be utilised for fieldworkers / enumerators:

    • Fieldworkers are paid per completed and approved survey

      • An expected average rate is to complete between 5 to 7 surveys a day

      • Payment per survey is recommended between R37 to R52 to align to StatsSA rates

    • Fieldworkers are paid per specified time period (daily, weekly, monthly)

      • The current rate paid by Stats SA for census enumerators is R260 per day

  • Survey collection is expected to go through an initial slow start up phase, a peak and then a drop off driven by the availability and co-operation of the community. Once most surveys are completed, it normally becomes more difficult to complete the ones that are left. This should be taken into account for remuneration.

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Last updated 3 years ago