Required Data
The occupancy survey gathers data and supporting documents on a number of aspects relating to ownership and occupancy. The basic structure of the occupancy survey questionnaire is illustrated below
Detailed information is gathered on those who claim to own the property, including:
Full name and Nationality
Identity number
Contact detail
Marital status
In addition, images of key documents are captured
These images are used to cross-check and validate the information provided by respondents and could be used to support the transfer process. These documents include:
ID books
Marriage certificate
Divorce orders
Death certificates
Masters Letters of Authority
Maturity Roadmap: suggestion for improvement
While the primary objective of the survey is to establish the identity of the self-classified owner of the property and create evidence of occupancy, the visit to a property and the face to face interaction with occupants creates an opportunity to streamline the process by:
Collecting copies of supporting documents
Using the opportunity to ask self-classified owners who claim to be the original beneficiaries to sign sale agreements.
This obviates the need for validated 'buyers' to sign the document at a later stage, increasing throughput and reducing timelines.
However, this will require enumerators to be trained more extensively and need to explain to occupants that the document would need to be countersigned by a housing authority who will only do so if there are no other complexities.
In addition, where occupants sign sale agreements, two enumerators need to be present to witness the signing process.
Two versions of the questionnaire are provided as an appendix to this document, coded on the Survey2Go platform (see Sample Survey). In the first questionnaire, occupants provide information and copies of documents.
In the second version of the questionnaire, they also sign a standard sale agreement.
Gathering data from non-beneficiary self-classified owners about subsidy eligibility
Initiating the completion of documents that must be submitted to report a deceased estate
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