PROFESSIONAL DESIGNATION EXAMINATION - POLICY AND GUIDELINES FOR REGISTRATION FOR PDE EXAMINATION ENROLMENT (INCL REQUEST TO ATTEND PDE PREPARATION WORKSHOPS ) 1. Purpose: 1.1. To provide clear guidelines on how to handle registration of candidates to attend preparation workshops and to undertake professional designation examination; 1.2. To provide candidates clear instructions on how to register to attend preparation workshops and to undertake professional designation examination; 1.3. To provide process of handling cancellations and or postponement related to preparation workshop and examination attendance initiated by the candidate who has already paid the required fee; 1.4. To provide candidates with the process of applying for postponement and or cancellation to attend preparation workshops and to undertake professional designation examination. 2. Procedure 2.1. The Professional Designation Examination (PDE) is an integrated test of knowledge for estate agents contemplated in regulation of the Education Regulations promulgated under Government Notice R.633 on 04 June 2008. In terms of regulations 4(3) no persons may be registered by the EAAB as a full status agent unless that person has successfully completed the Professional Designation Examination (PDE). This exam has nothing to do with the old EAAB Board exam as this falls under the old education curriculum. The PDE focuses only on the new curriculum introduced in 2008. 2.2. Eligibility to attending Preparation workshops and witting the examination Only Estate Agents who have: Been certified as having successfully completed the relevant qualification will be eligible to write the exam; Been certified exempted in line with the EAAB Equivalency Matrices; Paid the required examination fee. 2.3. Examination Fees: For the financial year 2011/12, applicable examination fees will be as follows: 2.3.1 A fee of R550.00 is payable for PDE 4 in order for the application to be processed; 2.3.2 A fee of R750.00 is payable for PDE 5 in order for the application to be processed 2.3.3 Payment of examination fees: 2.3.3.1 Only electronic payments will be permitted 2.3.3.2 Payment should only be made to the EAAB, using the banking details below and ensuring only Payment Reference Number that will be communicated upon submission and processing of the candidate’s application is used as recipient reference on the deposit slip; 2.3.4. Banking details for payment of examination fees: Bank Name: ABSA Bank Account No: 4052033310 Branch Code: 632005 Branch Name: Protea Park A/C Name: Estate Agency Affairs Board 2.3.5. Fees are non-refundable, only credit note will be issued (i.e. candidates will be credited only if a written postponement is submitted to EAAB with supporting valid doctor’s certificate and only if such a postponement request is lodged to the EAAB five (5) working days before the examination date. The credit will be used for future examination date that the candidate has been booked for in line with the candidate’s postponement request). 2.4. Examination dates for the financial year 2011/12: Exams will be conducted on the following dates. Candidates should note the closing dates for applications. Exam Date 18 August 2011 Exam application closing date 5 August 2011 10 November 2011 30 September 2011 02 March 2012 02 March 2012 2.5. Examination centres for the financial year 2011/2012: The examination centres during 2011/12 are in all 9 provinces as follows: Johannesburg Pretoria East London Cape Town George Bloemfontein Durban Port Elizabeth Polokwane Nelspruit Vaal 2.6. Allowable period required of candidates to complete the PDE All estate agents (i.e. those that are not PDE-exempted) will be required to write and pass the examination within one year of completing the qualification or of being exempted from the qualification (against the EAAB Equivalency Matrixes). Candidates who are interns and or non-principals and have been certified or exempted from both NQF 4 & 5 qualifications will be required to write PDE4 prior to writing PDE 5. Only candidates who are principals will be allowed to write the PDE 5. If a Principal chooses to, at a later time after completed PDE 5, to assume the role of a non-principal estate agent, such a candidate will also be required to comply with PDE Requirements for non-principals and will be required to complete PDE 4 for non-principals. 2.7. Allowable attempts for writing PDE Candidates will be allowed three attempts to complete and pass PDE (i.e. the first attempt and followed by additional two attempts). Candidates who fail and would like to re-write will be required to follow normal application process to write the examination and will also be required to pay full examination fees as applicable for that period/financial year. 3. PROCESS FLOW: THE EXAMINATION APPLICATION PROCESS: There are three ways to enrol for examination: Completing an on-line registration process Completing the manual application form and sending via email to [email protected] Completing the manual application form and sending via fax to 0866181101. 3.1. Online PDE Exam Registration Process An estate agent will logon to the EAAB website to validate his / her information as an existing agent Once the validation is done a password will be created to enable to logon to register for the PDE online Agents will then complete an online application form by choosing a venue, exam date and a PDE level An auto validation for qualification performed by the system for whether the agent qualifies for the PDE or Not If the agent qualifies, the pre-booking is confirmed and payment details are provided to the agent Payment is received and uploaded into SAP and seat is confirmed with exam details and communicated to the agent via sms and email Payment is received and uploaded into SAP and seat is confirmed with exam details If agent does not qualify the agent is notified via the web page. The notification is printed and posted to the agent The notification a to the agent via sms and e-mail 3.2. Walk-in PDE application process: An estate agent will visit the EAAB offices with a completed PDE application form. Customer service agent will assess the documents provided which is the application and qualification. Once the customer service agent is happy with the document, s/he captures the registration on SAP The system will do an auto check on the information captured whether the agent qualifies or not. If the agent qualifies the pre-booking is confirmed and the agent is directed to make payment at the cashier Payment is received and a seat is confirmed with exam details If agent does not qualify the agent is notified. The notification is printed and given to the agent immediately 3.3. e-mailed and faxed PDE application process: An estate agent faxes or emails completed PDE application form with all supporting documents to [email protected] or to fax number 0866181101 The Education Officer will assess the application form and documents provided to verify if the applicant qualifies to write the exam or not Once the Education Officer is happy with the application form and documents, s/he captures the registration on SAP The system will do an auto check on the information captured whether the agent qualifies or not If the agent qualifies, the prebooking is confirmed and payment details are provided to the agent Payment is received and uploaded into SAP and seat is confirmed with exam details 4. If agent does not qualify, the agent is notified The notification is printed and posted to the agent Restriction of entries to the examination 4.1. Since the number of seats available at each examination venue are limited, examination entries for a particular centre will be accepted on a "first-come, first-serve" basis. Entries received after all the seats at a centre have been allocated and fully booked will be treated as applications to write the next scheduled examination at that centre. Applicants will, however, be advised should their examination dates be changed due to fully booked seating space; 4.2. Submission of an application form is NOT an automatic enrolment into the examination. The EAAB will upon receipt of the required registration documents, send candidates the Payment Reference number which should be used for making payments directly into the EAAB account; 4.3. The EAAB, however, reserves the right to cancel any centre should an insufficient number of candidates select such a centre. It is required of candidates to clearly indicate the examination centre on the examination and workshops application form as this is the centre where they will be allowed to undertake the exam and attend the workshop; 4.4. Once candidates have registered for his/her examination date, the examination venue may not be changed. Only under exceptional circumstances can an application be made to the EAAB for change of an examination venue; 4.5. Applications must reach the EAAB on or before the closing date as no late application will be accepted. Applications without the required supporting documents will not be considered. Only applications that meet the requirements (100% compliant) will be process and the candidates concerned will be contacted by the EAAB. 5. Acknowledgement of receipt of applications All applications received by the EAAB will be acknowledged. Should you not receive acknowledgement within 2 working days from the date of submission of your application please contact the EAAB, [email protected] Tel: 011 731 5663. The onus is on candidates to ensure receipt by the EAAB of both the application and the fee. 6. Confirmation of registration Everyone whose application has been successfully processed, registered and allocated with an exam number will receive a confirmation from the EAAB, confirming the date, time and the venue or address details of the examination centre s/he has requested. This Confirmation also contains the examination number which has been assigned to the applicant/candidate. This number is very important as it will be used on the examination answer booklet or sheet used by the candidate and it’s also useful as a reference for any queries directed to the EAAB relating to the examination. The confirmation letter/ message sent to candidates entitle candidates admission to the examination venue/centre. 7. Physically disabled candidates Visually or physically handicapped applicants whose disabilities restrict them from sitting for an examination under normal conditions may request that special arrangements be made to enable them to write it either on a scheduled examination date or on a specially arranged date. Such handicapped persons should submit their requests in writing to the EAAB when forwarding their application forms. Disabilities must be indicated in detail to enable the EAAB to determine whether or not special examination conditions are justified. Should a specially arranged examination be deemed necessary, the EAAB will, on receipt of the application form, examination fee and written request for such an examination, send the handicapped applicant a letter confirming the arrangements and indicating the examination venue, date and time of the examination. 8. Requesting for postponement Postponement can only be allowed if a doctor’s certificate has been submitted to the EAAB in support of the postponement request and only if such has been communicated to the EAAB 5 days prior to the examination date. Any request received in less than 5 days prior to the examination date will not be approved. No refunds will be made out to the candidates who cancel or postpone their examination enrolment. It will be offset against their account number with the EAAB to write the PDE at a later date. 9. Requesting cancellation No cancellations or postponement will be accepted once the examination number has been allocated to the candidates. The only allowable cancellations are those relating to change of exam venue/centre provided such an exam venue has been allocated mistakenly to the candidate. This will not be treated as cancellation or postponement as the EAAB will ensure the required venue/centre is assigned to the candidate or make alternative arrangements o ensure the candidate is allowed into the required exam venue/centre. 10. Requesting refunds No refunds will be made out to the candidates who cancel or postpone their examination enrolment. It will be offset against their account number with the EAAB to write the PDE at a later date. 11. Studying for the examination The prescribed study material for the examinations is contained in a publication namely, The NQF Level 4 Study Guide The NQF Level 5 Study Guide These study guides are available from the EAAB. The candidates are advised to attend PreExam Preparation workshops s they will be issued with the study material at the workshops. Candidates who choose not to attend workshops have a duty of ensuring they order the study material from the EAAB by completing the Study Guide Order form (available on the EAAB website under Education0 and pay a mailing fee (if not collecting from the EAAB offices in Hyde Park) so that the study material can be mailed to them. 12. Rules and Regulations at the examination venue 12.1 General information All examinations will be conducted in the morning this arrangement enables most candidates to arrive and depart on the day of the examination without having to stay overnight. Examinations will commence promptly at 09h00. Candidates must, however, be seated by no later than 08h30. Candidates who arrive 30 minutes after the commencement of the exam will be refused admission to the examination. In addition to their registration letter, candidates must provide positive proof of identity. An I.D. book, passport or valid driver's licence will suffice. Although there will probably be a wall clock at each examination venue your own watch will help you to pace yourself during the examination. Smoking is not permitted during the examination; Candidates writing open book examination will be permitted to take books or papers of any kind into the examination room. Candidates writing closed book examination will not be permitted to take books or papers of any kind into the examination room. 12.2 Use of electronic devices No electronic devices, including cell phone will be allowed at the examination venues. 12.3 Identifying information Before an examination commences, the chief invigilator will instruct candidates to enter certain identifying information on their answer sheets. All the information required is printed on your confirmation letter. If it is not correctly recorded on your answer sheet, your results could be delayed. 12.4 Standard instruction Prior to the commencement of an examination, the chief invigilator will read out the standard examination instructions. Although these instructions may seem unnecessary, they help to ensure that the identifying information which applicants provide on their answer sheets is correct and that examination conditions are uniform regardless of where the examination is conducted. 12.5 Calculators and slide rules Calculators will be allowed for examinations which require calculations. No calculators will be allowed if the examination does not involve calculations. HANDLING STUDY GUIDE REQUESTS 1. Purpose: 1.1. To provide clear guidelines on how to handle requests for study guides; 1.2. To provide standard process of issuing study guides; 1.3. To provide stakeholders with a process of requesting free study guides. 2. Procedure 2.1 Eligibility criteria to receiving free study guides: 2.1.1. The criteria below is only applicable to material sponsored by SSETA; 2.1.2. This criteria will not be applicable to the study material printed by the EAAB; 2.1.3. Only clients who are estate agents will be issued out with study material; 2.1.4. Clients who are not registered as estate agents bit would like to access material will be issued with the material at R550.00 (for NQF 4) and R610 for NQF 5. Order item Study Guide only (NQF 4/5) Who qualifies Those who have enrolled for or are in the process of completing the qualification. DVD only (Level 4/5) Those who have bought the previous study guide but only require the DVD to prepare for the exam. Typically these will be clients who will be undertaking the next scheduled PDE 4 examination. Also for those clients who choose not to attend the Preparation workshop due to other commitments or those clients who have enrolled to attend the Preparation workshops at a venue that the EAAB has subsequently cancelled due to insufficient enrolments. Such clients should be allowed to access the DVD for the relevant level in order for them to prepare for the exam. Comments No client can be given both the NQF 4 & 5 simultaneously as they must complete NQF 4 before they do NQF 5. Only one of these items can be issued at a time and upon confirming that they have registered with the RPL Provider for the said qualification. Proof or exam registration is required prior to them being issued out with the DVD. This proof can also be obtained from or verified with the Education Department (in case of a client who did not bring along submitted registration documents and proof of payment along to the front desk. In a case that the client is requesting this via email, the client should be requested to submit the proof. Study Guide and DVD (NQF 4/5) Those who are preparing for the exam. These clients have either completed/acquired the qualification or have been exempted from the qualification and they can produce proof thereof. No client can be given both the NQF 4 & 5 simultaneously as they must complete PDE 4 before they do PDE 5. Only one of these items can be issued at a time and upon confirming that they have registered for the exam. Majority of requests will be for NQF 5 material as this was never issued out in the past. Those who will be requesting NQF 4 are normally those who have just joined the industry and want to acquire the qualification and those who are exempted and are in the process of preparing for the exam. Proof of exam registration is required prior to issuing out of the material. This must be accompanied with supporting documents such as certificate of exemption or of completion and proof of payment. 2.2. Application processing 2.2.1 There are two ways to order or request for study material: 2.2.1.1 Manual application form completed and submitted to the EAAB offices in person (walk-in); 2.2.1.2 Manual application form completed and sent to EAAB via email to [email protected] or via fax to 086618110. 2.2.2. Walk-in applications: 2.2.2.1 The client will complete the study material order form ; 2.2.2.1. Upon receiving a request from client, an Official from EAAB (i.e. the Education Officer or client service agent or consultant) will review the application to check if all compulsory fields have been completed before the form is accepted and material is issued out; 2.2.2.2. The order form should be accompanied by the proof of registration with the RPL provider and or proof of payment for the registration for the exam. 2.2.3. Emailed and or faxed applications: 2.2.3.1 The client will complete the study material order form and scan and send together with applicable payment proof for mailing of material; 2.2.3.2. Upon receiving a request from client, the Education Officer will review the application to check if all compulsory fields have been completed before the form is accepted and material is issued out; 2.2.3.3. The order form should be accompanied by the proof of registration with the RPL provider and or proof of payment for the registration for the exam; 2.2.4. Applicants who will be issued out with study material at the workshop 2.2.4.1 The client will complete the study material order form and scan and send together with Exanimation application form and all required documents as required in terms of the exam registration or enrolment process; 2.2.4.2. Upon receiving a request from client, the Education Officer will review the application to check if all compulsory fields have been completed before the form is accepted and material is prepared to be issued out at the workshop venue; 2.2.5. The EAAB official/ Education Officer will check on SAP if the client exists as an Estate agent or not; 2.2.6. In case where the client does not exist, the client advised of the applicable fee and if fee is paid, the client’s application will be processed further, and the order form is kept safely in line with procedure for safekeeping of records; 2.2.7. One study material order form should be completed by each person requesting material and for each order being placed. 2.2.8. In case of walk-in applications, if the EAAB Official is approached by a person, for instance a Principal who wants to apply for all non-principals and interns, the EAAB official should ensure that there’s a properly completed order form with supporting documents for each applicant whose material is to be collected, i.e. the person collecting should bring a completed and signed form for each applicant including the supporting documents (i.e. One person may collect for a group of requesters as long as each Requester has fully completed and submitted the form/the person collecting submits completed forms on their behalf). 3. Important considerations for EAAB officials handling study material requests: Being provided with proof of registration for the exam or for acquiring the qualification does not mean that the applicant should not complete the Study Guide Order Form. If the applicant has not yet registered for the exam but have acquired the qualification through RPL / exempted, the applicant should be assisted and ensure all supporting documents are attached to the application form. There’s a cost for those who cannot collect from our offices and require us to mail their order and this cost is per file sent to the applicant – NB: NQF 4 has one file and NQF 5 has two files (file 1 and File 2) and therefore there will be a cost for each NQF 5 file to be mailed. Molly Musi has been assigned with the role of coordinating the issuing of and mailing all the study material and therefore all questions related to this can be referred to her. Molly Musi will also ensure all orders are captured and EAAB Officials responsible for receiving orders/requests/follow up on material orders are provided with a list of all people issued out with material every morning by 08h30 so that clients can be assisted and to avoid possibility of any duplication of orders placed. The Finance Supplier Management System will also be updated with all orders to give the Sales Reference Number for each request received. 4. Process Flow: 4.1. Walk-in study material order and dispatch process: An estate agent will visit the EAAB offices with a completed study material order form or completes the study guide order form at the front office EAAB official will assess the form to see if all compulsory fields are completed. EAAB Official will assess the form to see if all supporting documents are attached (i.e. the client is registered for the exam, proof of payment for exam registration is attached, proof of qualification is attached, if the client has just registered with the RPL Centre, obtains proof of registration from client EAAB Official will verify client records to see if the client is registered with EAAB as an estate agent Once the EAAB Official is happy with the document and SAP records, s/he captures the order on SAP and record the sales order number on the form. EAAB Official will obtain the relevant study material from store room and issue out to client. EAAB Official will file the processed order form for collection by Education Officer responsible for the study material project for further capturing and for record keeping. Education Officer collects all order forms from Front desk for filling and records order on the Dispatch records report, sends out to all Call Centre and Consultants incl Reception, to allow them to avoid duplicate orders, and also ensures record keeping is monitored in line 4.2. e-mailed and or faxed study material ordering and dispatch process: An agent send a completed order form and supporting documents to EAAB via email or fax The Education Officer assesses the request or order and advise an agent of payment required (if not received already) or processes the order by capturing into SAP The Education Officer updates SAP and Study Guide register with details of who have been issued out with study material at the workshop and circulate a list to relevant EAAB employees for handling queries relating to requests for study material 5. The ordered item is retrieved from storeroom, packaged and mailed to the requester The Education Officer emails the tracking number to the Requester Procedure for issuing out of study guides at the workshop venue (applicable if workshops will be conducted) Before sending the study material to the venue: The Education Officer assigned with this responsibility will draw a report or attendance per venue of all candidates that have registered for the workshop The Education Officer will ensure those who have been issued with study material are recorded as provided with such before the attendance register is sent to the Workshop Facilitator or Registration Officer assigned to manage registrations at the Workshop venue. The process at the venue: The assigned Registration Officer will ensure that all workshop sign the attendance register before issuing out of the study material to avoid duplication of issuing of material; Once all candidates have signed the attendance register, the assigned Registration Officer will issue out study material to the candidates who have never been issued out with the study material and update the attendance register accordingly to reflect that they have been issued out with the study material; The assigned Registration Officer will send the updated attendance register to EAAB for capturing into the system; The Education Officer assigned with this responsibility will capture everyone who have been issued out with the study material at the workshop venue to ensure that records reflect as such. Process flow: issuing of study material at the Workshop venue Education Officer draws an attendance register containing details of all workshop attendees Education Officer draws a list of all who have been issued study material and records those who have been issued out with study material on the attendance register At the workshop venue: the Registration Officer uses the attendance register to issue out the material to qualifying estate agents Post workshop: Education Officer updates SAP/Study Guide register with details of who have been issued out with study material at the workshop and circulate a list to relevant EAAB employees for handling queries relating to requests for study material
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