A critical analysis of the criteria applied in South Africa to distinguish an independent contractor from an employee for income tax purposes
- Authors: Mkhoma, Londekile Nosipho
- Date: 2023-04
- Subjects: Independent contractor , Common law tests , Income tax
- Language: English
- Type: Master's theses , text
- Identifier: http://hdl.handle.net/10948/61702 , vital:71827
- Description: The study set out to critically analyse the criteria used by South Africa to determine the distinction between independent contractors and employees. Comparisons are also drawn with the criteria used in the United Kingdom(UK) and New Zealand (NZ) to assess whether there are new ideas that can be drawn from these and help improve the criteria used in South Africa. This was motivated by the ongoing debates around this issue and the desire to make a contribution that might bring some new insights and clarity. Under South African tax legislation employers are only obliged to deduct income tax from persons identified as employees while on the other hand, they cannot deduct tax contributions from the money paid to independent contractors for services rendered. Furthermore, there is no statutory definition for the term “independent contractor” in the Income Tax Act of South Africa nor in the country’s labour legislation. The definition of this term has largely been established by the labour courts in instances where disputes have arisen around these matters. Using a doctrinal research method (including a comparative legal research), which is a qualitative research approach, articles, statutes, judgements, explanatory memoranda, and policy documents on the subject under investigation were analysed. It is submitted that the criteria used in the two countries used in the comparison are similar to the ones used in South Africa, with some variations. All three countries use similar tests to make their determinations and a survey of the UK and NZ’s case law indicates that the most preferred criteria are the multifactoral approach to determine the true nature of the relationship between employers and their employees. This approach has been found to be more flexible which allows it to accommodate the changes that are occurring in the world of work. In the South African context, the labour court has adopted a substance-over-form approach in making their determinations, arguing that the nature of the working relationship between employer and employee is a more important indicator than the mere contents of a written contract. The labour court has also used labour legislation mainly to assist in the interpretation of the distinction between independent contractors and employees. The study established that the criteria used in the UK is a bit more complex because workers are put in three different categories and the definition of employee is not 4 uniform in all the available statutes. In New Zealand the multiple factor approach is preferred just like in South Africa. In conclusion is submitted that the study established that there is nothing, other than the UK’s Mutuality of Obligation Test, that would assist in further clarifying the criteria used to classify employees or independent contractors in South Africa , Thesis (MA) -- Faculty of Faculty of Business and Economic Sciences, 2023
- Full Text:
- Date Issued: 2023-04
- Authors: Mkhoma, Londekile Nosipho
- Date: 2023-04
- Subjects: Independent contractor , Common law tests , Income tax
- Language: English
- Type: Master's theses , text
- Identifier: http://hdl.handle.net/10948/61702 , vital:71827
- Description: The study set out to critically analyse the criteria used by South Africa to determine the distinction between independent contractors and employees. Comparisons are also drawn with the criteria used in the United Kingdom(UK) and New Zealand (NZ) to assess whether there are new ideas that can be drawn from these and help improve the criteria used in South Africa. This was motivated by the ongoing debates around this issue and the desire to make a contribution that might bring some new insights and clarity. Under South African tax legislation employers are only obliged to deduct income tax from persons identified as employees while on the other hand, they cannot deduct tax contributions from the money paid to independent contractors for services rendered. Furthermore, there is no statutory definition for the term “independent contractor” in the Income Tax Act of South Africa nor in the country’s labour legislation. The definition of this term has largely been established by the labour courts in instances where disputes have arisen around these matters. Using a doctrinal research method (including a comparative legal research), which is a qualitative research approach, articles, statutes, judgements, explanatory memoranda, and policy documents on the subject under investigation were analysed. It is submitted that the criteria used in the two countries used in the comparison are similar to the ones used in South Africa, with some variations. All three countries use similar tests to make their determinations and a survey of the UK and NZ’s case law indicates that the most preferred criteria are the multifactoral approach to determine the true nature of the relationship between employers and their employees. This approach has been found to be more flexible which allows it to accommodate the changes that are occurring in the world of work. In the South African context, the labour court has adopted a substance-over-form approach in making their determinations, arguing that the nature of the working relationship between employer and employee is a more important indicator than the mere contents of a written contract. The labour court has also used labour legislation mainly to assist in the interpretation of the distinction between independent contractors and employees. The study established that the criteria used in the UK is a bit more complex because workers are put in three different categories and the definition of employee is not 4 uniform in all the available statutes. In New Zealand the multiple factor approach is preferred just like in South Africa. In conclusion is submitted that the study established that there is nothing, other than the UK’s Mutuality of Obligation Test, that would assist in further clarifying the criteria used to classify employees or independent contractors in South Africa , Thesis (MA) -- Faculty of Faculty of Business and Economic Sciences, 2023
- Full Text:
- Date Issued: 2023-04
A fraud investigation skills self-assessment framework for internal audit practitioners
- Authors: Labuschagne, Mario
- Date: 2023-04
- Subjects: fraud investigation , Auditing, Internal
- Language: English
- Type: Master's theses , text
- Identifier: http://hdl.handle.net/10948/61465 , vital:70660
- Description: Globally incidents of fraud are on the increase, resulting in an expectation from users of internal audit services that internal auditors should accept responsibility for conducting fraud investigations. This expectation exists even though limited guidance pronouncements on how to conduct fraud investigations being available from the Institute of internal auditors (IIA) and internal auditors not always being equipped to conduct fraud investigations. This expectation also stretches beyond the current pronounced role and responsibilities of internal audit practitioners, according to the IIAs International Professional Practices Framework (IPPF) (hereafter, referred to as the Standards). Conducting fraud investigations without possessing the relevant knowledge and skills, introduces the risk that evidence collected may be considered inadmissible in a court of law. The research problem is stated as, “a dearth of adequate guidance pronouncements for internal audit practitioners exists, in respect of fraud investigations.” In response to the expectation, risk, and research problem, underpinned by the policeman theory and theory of inspired confidence, the primary research objective of the study was to develop a fraud investigation proficiency self-assessment framework for use by internal audit practitioners who are expected to conduct fraud investigations. The study’s research objectives were achieved by making use of an interpretivist research paradigm and a qualitative methodological approach. Data were collected through semi-structured interviews from authoritative internal auditors on the membership database of the Institute of Internal Auditors South Africa (IIASA). Findings confirmed the existence of an expectation gap and the lack of guidance contained in IIA guidance pronouncements and Standards. Developed from the findings, the thesis proposes a fraud investigation proficiency self-assessment framework. The proposed self-assessment framework lists 14 fraud investigation knowledge and skills measures in the form of statements that internal audit practitioners should use to assess their personal level of proficiency for conducting a fraud investigation. The results from the self-assessment should then be Page | vii used to guide an internal audit practitioner on whether to accept the responsibility for conducting a fraud investigation or to defer the investigation to a more proficient fraud investigator. The decision for accepting the responsibility to conduct a fraud investigation ultimately resides with the internal audit practitioner. The study concluded that an expectation from organisations exists for internal audit practitioners to conduct fraud investigations, even though limited guidance pronouncements are available to internal audit practitioners from the IIA for conducting fraud investigations. The study identified that the most prominent risk associated with a fraud investigation being conducted by a person lacking the required fraud investigation knowledge and skills was that of collected evidence being dismissed in a court of law and not being able to use the evidence against a perpetrator. It can, therefore, be recommended that internal audit practitioners should not conduct a fraud investigation if they lacked any of the proficiencies required. The study provides support for the development and use of the proposed fraud investigation proficiency self-assessment framework. , Thesis (PhD) -- Faculty of Faculty of Business and Economic Sciences, 2023
- Full Text:
- Date Issued: 2023-04
- Authors: Labuschagne, Mario
- Date: 2023-04
- Subjects: fraud investigation , Auditing, Internal
- Language: English
- Type: Master's theses , text
- Identifier: http://hdl.handle.net/10948/61465 , vital:70660
- Description: Globally incidents of fraud are on the increase, resulting in an expectation from users of internal audit services that internal auditors should accept responsibility for conducting fraud investigations. This expectation exists even though limited guidance pronouncements on how to conduct fraud investigations being available from the Institute of internal auditors (IIA) and internal auditors not always being equipped to conduct fraud investigations. This expectation also stretches beyond the current pronounced role and responsibilities of internal audit practitioners, according to the IIAs International Professional Practices Framework (IPPF) (hereafter, referred to as the Standards). Conducting fraud investigations without possessing the relevant knowledge and skills, introduces the risk that evidence collected may be considered inadmissible in a court of law. The research problem is stated as, “a dearth of adequate guidance pronouncements for internal audit practitioners exists, in respect of fraud investigations.” In response to the expectation, risk, and research problem, underpinned by the policeman theory and theory of inspired confidence, the primary research objective of the study was to develop a fraud investigation proficiency self-assessment framework for use by internal audit practitioners who are expected to conduct fraud investigations. The study’s research objectives were achieved by making use of an interpretivist research paradigm and a qualitative methodological approach. Data were collected through semi-structured interviews from authoritative internal auditors on the membership database of the Institute of Internal Auditors South Africa (IIASA). Findings confirmed the existence of an expectation gap and the lack of guidance contained in IIA guidance pronouncements and Standards. Developed from the findings, the thesis proposes a fraud investigation proficiency self-assessment framework. The proposed self-assessment framework lists 14 fraud investigation knowledge and skills measures in the form of statements that internal audit practitioners should use to assess their personal level of proficiency for conducting a fraud investigation. The results from the self-assessment should then be Page | vii used to guide an internal audit practitioner on whether to accept the responsibility for conducting a fraud investigation or to defer the investigation to a more proficient fraud investigator. The decision for accepting the responsibility to conduct a fraud investigation ultimately resides with the internal audit practitioner. The study concluded that an expectation from organisations exists for internal audit practitioners to conduct fraud investigations, even though limited guidance pronouncements are available to internal audit practitioners from the IIA for conducting fraud investigations. The study identified that the most prominent risk associated with a fraud investigation being conducted by a person lacking the required fraud investigation knowledge and skills was that of collected evidence being dismissed in a court of law and not being able to use the evidence against a perpetrator. It can, therefore, be recommended that internal audit practitioners should not conduct a fraud investigation if they lacked any of the proficiencies required. The study provides support for the development and use of the proposed fraud investigation proficiency self-assessment framework. , Thesis (PhD) -- Faculty of Faculty of Business and Economic Sciences, 2023
- Full Text:
- Date Issued: 2023-04
A Literacy Project with community members: Designing translanguaging storybooks for a multilingual community
- Authors: Senekal, Ischke
- Date: 2023-04
- Subjects: Literacy programs , Translanguaging (Linguistics) -- children's book , Multilingual -– society
- Language: English
- Type: Master's theses , Thesis
- Identifier: http://hdl.handle.net/10948/60916 , vital:69225
- Description: The purpose of this study was to establish a community-based literacy project that would design translingual storybooks accessible to all children and community members in terms of language, contextual relevance, and age appropriateness for a rural community in the Eastern Cape. Although multiple studies have been done worldwide, more research was needed on the impact community members thought it could have in South African society. This study's theoretical framework was drawn from Cen Williams's (1980) translanguaging. Williams (1980) viewed translanguaging as receiving information in one language (input) and relaying it in another language (output) to expand the competency of the two languages as well as ensure that deeper learning takes place (Wright & Baker, 2017). Translanguaging has evolved throughout the centuries. García and Wei (2014) describe it as a single repertoire that is being used since students integrate their languages and create a new language that they use to function in the world. A qualitative approach was used to answer the research question: "How can a translingual pedagogy enhance communicative repertories in designing community translingual storybooks?" A CPAR design was used to answer the research questions. Through workshops, focus groups, storyboards, and draw-and-talk, the researcher aimed to discover how a translingual pedagogy could enhance communicative repertoires by designing translingual storybooks. Lincoln and Guba's (1985) model of trustworthiness was used to guarantee trustworthiness by concentrating on credibility, transferability, dependability, confirmability, and reflexivity. Three main themes materialised from the data: using the mother tongue, isiXhosa, foundation to improve additional languages, interactive and structure-based strategies, and assets and drawbacks while creating resources with community members. The findings of this study indicated that multiple community members sometimes used their mother tongue to aid in the development of understanding additional languages, English and Afrikaans. They needed to learn the crucial roles they played in students' language development since they were the ones that could make those vital connections. The research participants needed an idea of the methods that could be used to design their translingual storybooks. They indicated that they wanted to work with other community members and wanted steps to follow to design these storybooks. The researcher had to present them with ideas of methods that fit their needs. The researcher knew that every study has assets and drawbacks depending on their view, the study's iii aims and goals, and the research question. It was found that the assets outweighed the drawbacks since the participants were an eager group of individuals. The research participants in this study come with a wide variety of knowledge about the needs of their community based on their experiences. They all have different job descriptions, but what brings them together is their desire to improve the community reading resources to improve their linguistic knowledge. The research participants designed the translingual storybooks at home and shared the data via WhatsApp. , Thesis (MEd) -- Faculty of Education, School for initial Teacher Education, 2023
- Full Text:
- Date Issued: 2023-04
- Authors: Senekal, Ischke
- Date: 2023-04
- Subjects: Literacy programs , Translanguaging (Linguistics) -- children's book , Multilingual -– society
- Language: English
- Type: Master's theses , Thesis
- Identifier: http://hdl.handle.net/10948/60916 , vital:69225
- Description: The purpose of this study was to establish a community-based literacy project that would design translingual storybooks accessible to all children and community members in terms of language, contextual relevance, and age appropriateness for a rural community in the Eastern Cape. Although multiple studies have been done worldwide, more research was needed on the impact community members thought it could have in South African society. This study's theoretical framework was drawn from Cen Williams's (1980) translanguaging. Williams (1980) viewed translanguaging as receiving information in one language (input) and relaying it in another language (output) to expand the competency of the two languages as well as ensure that deeper learning takes place (Wright & Baker, 2017). Translanguaging has evolved throughout the centuries. García and Wei (2014) describe it as a single repertoire that is being used since students integrate their languages and create a new language that they use to function in the world. A qualitative approach was used to answer the research question: "How can a translingual pedagogy enhance communicative repertories in designing community translingual storybooks?" A CPAR design was used to answer the research questions. Through workshops, focus groups, storyboards, and draw-and-talk, the researcher aimed to discover how a translingual pedagogy could enhance communicative repertoires by designing translingual storybooks. Lincoln and Guba's (1985) model of trustworthiness was used to guarantee trustworthiness by concentrating on credibility, transferability, dependability, confirmability, and reflexivity. Three main themes materialised from the data: using the mother tongue, isiXhosa, foundation to improve additional languages, interactive and structure-based strategies, and assets and drawbacks while creating resources with community members. The findings of this study indicated that multiple community members sometimes used their mother tongue to aid in the development of understanding additional languages, English and Afrikaans. They needed to learn the crucial roles they played in students' language development since they were the ones that could make those vital connections. The research participants needed an idea of the methods that could be used to design their translingual storybooks. They indicated that they wanted to work with other community members and wanted steps to follow to design these storybooks. The researcher had to present them with ideas of methods that fit their needs. The researcher knew that every study has assets and drawbacks depending on their view, the study's iii aims and goals, and the research question. It was found that the assets outweighed the drawbacks since the participants were an eager group of individuals. The research participants in this study come with a wide variety of knowledge about the needs of their community based on their experiences. They all have different job descriptions, but what brings them together is their desire to improve the community reading resources to improve their linguistic knowledge. The research participants designed the translingual storybooks at home and shared the data via WhatsApp. , Thesis (MEd) -- Faculty of Education, School for initial Teacher Education, 2023
- Full Text:
- Date Issued: 2023-04
A model for integrating user experience into Agile software development
- Authors: Manakaza, Mpile
- Date: 2023-04
- Subjects: Customer satisfaction , Agile development (Computer science) , South Africa
- Language: English
- Type: Master's theses , Thesis
- Identifier: http://hdl.handle.net/10948/60949 , vital:69295
- Description: The Agile software development methodology has progressed over time and has become the most popularly used methodology for many projects owing to its adaptable and advanced nature. Agile is an iterative and incremental method that supports project teams to maintain the growing demands of present-day organisations. In software development, it is imperative to build software that ensures a holistic user experience and meets requirements. Software Developers and User Experience Designers focus on users’ preferences and requirements while navigating an application through an approach called user-centred design (UCD). The purpose of Agile user-experience (UX) methods is to build user-centric software solutions using the Agile methodology. Literature indicates a scarcity of Agile-UX models to integrate user experience design processes effectively within Agile software development. Hence, the motivation for this study was to create a practical model for integrating user experience design processes into Agile software development for implementation by software development teams. Initially, the study defines the problem that formed the basis for the initiation of this research, followed by the research questions and objectives that are the fundamental portion of the development of this study. This study highlights the benefits and challenges of Agile-UX methods through a case study of Agile software development teams in South Africa. Furthermore, additional best practices are recommended. A survey questionnaire was distributed to software development teams to identify the various factors that lead to implementing Agile-UX methods. The distribution of the survey questionnaire supported the theoretical perspective of this study. Furthermore, Agile development (AD) and UCD are not easy to combine as UCD aims to understand users before software product development, and no activities are performed before development starts in AD. Lastly, a significant benefit is that user-centred software systems create and promote team collaboration and communication and, ultimately, successful software projects. , Thesis (MIT) -- Faculty of Engineering, the Built Environment and Technology, School of Information and Communication Technology, 2022
- Full Text:
- Date Issued: 2023-04
- Authors: Manakaza, Mpile
- Date: 2023-04
- Subjects: Customer satisfaction , Agile development (Computer science) , South Africa
- Language: English
- Type: Master's theses , Thesis
- Identifier: http://hdl.handle.net/10948/60949 , vital:69295
- Description: The Agile software development methodology has progressed over time and has become the most popularly used methodology for many projects owing to its adaptable and advanced nature. Agile is an iterative and incremental method that supports project teams to maintain the growing demands of present-day organisations. In software development, it is imperative to build software that ensures a holistic user experience and meets requirements. Software Developers and User Experience Designers focus on users’ preferences and requirements while navigating an application through an approach called user-centred design (UCD). The purpose of Agile user-experience (UX) methods is to build user-centric software solutions using the Agile methodology. Literature indicates a scarcity of Agile-UX models to integrate user experience design processes effectively within Agile software development. Hence, the motivation for this study was to create a practical model for integrating user experience design processes into Agile software development for implementation by software development teams. Initially, the study defines the problem that formed the basis for the initiation of this research, followed by the research questions and objectives that are the fundamental portion of the development of this study. This study highlights the benefits and challenges of Agile-UX methods through a case study of Agile software development teams in South Africa. Furthermore, additional best practices are recommended. A survey questionnaire was distributed to software development teams to identify the various factors that lead to implementing Agile-UX methods. The distribution of the survey questionnaire supported the theoretical perspective of this study. Furthermore, Agile development (AD) and UCD are not easy to combine as UCD aims to understand users before software product development, and no activities are performed before development starts in AD. Lastly, a significant benefit is that user-centred software systems create and promote team collaboration and communication and, ultimately, successful software projects. , Thesis (MIT) -- Faculty of Engineering, the Built Environment and Technology, School of Information and Communication Technology, 2022
- Full Text:
- Date Issued: 2023-04
A Protection of Personal Information Act Compliance Framework for the City of Tshwane’s Fresh Produce Market.
- Authors: Malepeng, Pheah Harold
- Date: 2023-04
- Subjects: Personal data protection , Agricultural marketing –- South Africa, City of Tshwane
- Language: English
- Type: Master's theses , Thesis
- Identifier: http://hdl.handle.net/10948/61213 , vital:69804
- Description: The Protection of Personal Information Act of 2013 (POPIA) is a law drafted to regulate the processing of personal information in South Africa. Its provisions include but are not limited to the usage of personal information for marketing purposes. While it was announced that enforcement of the law would commence in July 2021, many organisations are still in the process of reorganising themselves to comply with this important piece of legislation. Although the Information Regulator’s guideline document is available for utilization, organisations are struggling to develop POPIA compliance frameworks tailored to their operational requirements. As stated in section 6.2.1 of the Information Regulator’s guideline document, the act calls for the appointment of the an Information Officer by organisations who is required to develop, implement, monitor and maintain a POPIA compliance, framework. With that stated, this study aims to reports about developing a POPIA compliance framework for the City of Tshwane’s Fresh Produce Market. The study’s primary objective was to develop a POPIA compliance framework for the City of Tshwane’s Fresh Produce Market (TFPM) as a collector and processor of personal information. The study had three sub-objectives which were achieved using three research methods, namely literature review, content analysis and semi-structured interviews. Through a literature review, conditions that should be adhered to in relation to collecting and processing personal information were identified. Shifting the focus to the second sub-objective, a vigorous content analysis was performed to investigate the TFPM’s current method of collecting and processing personal information. The process involved evaluating the TFPM’s SOPs, Service Level Agreement, License Agreement, and the city of Tshwane’s Information Communication Technology Framework using the Nexia POPIA checklist. The evaluation results revealed a huge non-compliance gap with regard iii to POPIA and personal information conditions. Post development of the POPIA framework the study embarked on an expert review process with the top management of the TFPM to assess their view on the developed POPIA compliance framework. , Thesis (MPhil) -- Faculty of Engineering, the Built Environment and Technology, School of Information Technology, 2023
- Full Text:
- Date Issued: 2023-04
- Authors: Malepeng, Pheah Harold
- Date: 2023-04
- Subjects: Personal data protection , Agricultural marketing –- South Africa, City of Tshwane
- Language: English
- Type: Master's theses , Thesis
- Identifier: http://hdl.handle.net/10948/61213 , vital:69804
- Description: The Protection of Personal Information Act of 2013 (POPIA) is a law drafted to regulate the processing of personal information in South Africa. Its provisions include but are not limited to the usage of personal information for marketing purposes. While it was announced that enforcement of the law would commence in July 2021, many organisations are still in the process of reorganising themselves to comply with this important piece of legislation. Although the Information Regulator’s guideline document is available for utilization, organisations are struggling to develop POPIA compliance frameworks tailored to their operational requirements. As stated in section 6.2.1 of the Information Regulator’s guideline document, the act calls for the appointment of the an Information Officer by organisations who is required to develop, implement, monitor and maintain a POPIA compliance, framework. With that stated, this study aims to reports about developing a POPIA compliance framework for the City of Tshwane’s Fresh Produce Market. The study’s primary objective was to develop a POPIA compliance framework for the City of Tshwane’s Fresh Produce Market (TFPM) as a collector and processor of personal information. The study had three sub-objectives which were achieved using three research methods, namely literature review, content analysis and semi-structured interviews. Through a literature review, conditions that should be adhered to in relation to collecting and processing personal information were identified. Shifting the focus to the second sub-objective, a vigorous content analysis was performed to investigate the TFPM’s current method of collecting and processing personal information. The process involved evaluating the TFPM’s SOPs, Service Level Agreement, License Agreement, and the city of Tshwane’s Information Communication Technology Framework using the Nexia POPIA checklist. The evaluation results revealed a huge non-compliance gap with regard iii to POPIA and personal information conditions. Post development of the POPIA framework the study embarked on an expert review process with the top management of the TFPM to assess their view on the developed POPIA compliance framework. , Thesis (MPhil) -- Faculty of Engineering, the Built Environment and Technology, School of Information Technology, 2023
- Full Text:
- Date Issued: 2023-04
A reconceptualised perspective of the six-step financial planning process
- Authors: Kinsman, Estonia Jasmine
- Date: 2023-04
- Subjects: Financial planning industry , Affluent consumers
- Language: English
- Type: Doctoral's theses , text
- Identifier: http://hdl.handle.net/10948/60786 , vital:67404
- Description: The globally applied six-step financial planning process which is used by CFP® professionals to provide financial advice is designed to ensure that the financial advice is suitable, based on the needs of the consumer. However, given the diverse cultures in South Africa, this study argues that the six-step financial planning process (as it is currently applied) may not be suitable, as it requires contextualisation based on the unique needs of South African consumers. The various population groups in South Africa have their own sets of beliefs, values and cultural practices, and thus view aspects such as wealth (the creation, preservation and transference thereof), marriage, death and retirement, differently. Thus, financial planners who are not knowledgeable about different cultures, diverse financial needs, or the provisions of customary law, may not be able to provide suitable advice. The primary objective of the study is thus to reconceptualise the six-step financial planning process to be more inclusive, in order to better serve the financial planning needs of South African consumers. A comprehensive literature review was undertaken to provide the context and framework within which the reconceptualisation of the six-step financial planning process could be approached. An investigation of the financial planning environment and the financial planning process was completed to determine how the six-step financial planning process is currently applied in the South African context. Further, an investigation of culture and the cultural dimensions – power distance, uncertainty avoidance, individualism, masculinity, timeorientation and indulgence – was conducted, as it was clear that these cultural dimensions cannot be generalised to all South African consumers, due to the large degree of diversity within the population. It was also determined that there are various factors that contribute towards the cultural diversity of South African consumers, which may influence their financial needs and the type of financial advice that is required. These factors include race and ethnicity, marital regimes, procreation and family structures. To further illustrate the diversity of financial needs of South African consumers, a discussion of Black households and the application of financial planning legislation and customary law was provided. Black households are considered to be under-serviced, historically financially excluded, have low levels of financial literacy, and are mostly collectivist in nature. It is for these reasons that Black households are the focus of the study. Some of the financial needs that vi are common among Black households include land and property ownership, family wealth, family homesteads, lobola capital and ‘black tax’ expenditure. Given that the literature review established how the six-step financial planning process is currently applied, an interpretivist research philosophy was adopted in order to gain a deeper understanding of how the six-step financial planning process should be applied in a South African context. Further, the research approach in the context of this study is an inductive one, as the six-step financial planning process is an existing theory that was reconceptualised by considering the perceptions and experiences of 16 CFP® professionals and 14 Black South African households. A mono-method qualitative research methodology was used, with a single qualitative method of data collection (semi-structured interviews), and a single qualitative method of data analysis (latent content analysis). The findings of the study were used to provide a reconceptualised perspective of the six-step financial planning process which takes into consideration the fact that the image of a financial planner plays an important role when trying to establish a professional relationship with a client. The findings reveal that Black consumers in particular, generally have a negative image of a financial planner, which is influenced not only by their perceptions of a financial planner, but also by their self-perception of their own financial situation. The reconceptualised perspective of the six-step financial planning process also incorporates the finding that discussions around personal finances are considered impolite and taboo among the Black African community, which influences their ability to talk about these topics, trust a financial planner, and establish a professional relationship with them. The findings also reveal that a racial and gender bias exists among Black consumers – they prefer interacting with a White male financial planner, as they perceive them to be more competent and have more experience with finances and wealth accumulation. It was also found that CFP® professionals believe that having cultural awareness and cultural intelligence can reduce bias in the way that questions are asked, so as not to offend the client. Thus, cultural awareness was also incorporated into the reconceptualised perspective of the six-step financial planning process. It was also noted that it is important to ascertain clients’ level of financial literacy during the information gathering stage. Black consumers opined that in this regard, it is the role of the financial planner to both ascertain and ensure their clients’ financial literacy, and to offer financial education to ensure client understanding. vii Although the premise of the study is that South African consumers have unique financial needs due to the high degree of diversity among the population, it was the opinion of CFP® professionals that Black consumers, in particular, do not have unique financial needs – instead, they define their needs differently, have different exposures to financial resources to address their financial needs, and also prioritise and satisfy their needs differently. The prioritised financial needs of Black households (sub-themes) that emerged from both participant groups include the need to make provision for black tax, estate planning, funerals, and property ownership. Black household participants mentioned (to a greater extent than CFP® professionals did) the need to make provision for lobola and initiation schools, as these form part of several traditional ceremonies. The need to make provision for a family home was mentioned by Black household participants but not by CFP® professionals. It was discovered from Black household participants that stokvels are the most common micro-finance tool used by Black consumers, for various reasons. In fact for some, stokvels are preferred over formal financial products because they perceive that they yield a higher return, and others use them successfully to supplement their current provisions. These findings (among others) were incorporated into the reconceptualised perspective of the six-step financial planning process which is presented in this study. This study has made a contribution to the financial planning body of knowledge by presenting a reconceptualised perspective of the six-step financial planning process, and providing new knowledge on each of the associated six steps and their suitability in a South African context. This study also provides justification and evidence for the inclusion of aspects within the sixstep financial planning process that enhance the understanding of cultural diversity and needs of Black households in particular. Justification has also been provided for the inclusion of cultural aspects and diverse needs of Black consumers the in the academic curriculum of FPI and FSCA recognised qualifications, as well as the facilitation and learning outcomes of business and product-specific training that FSPs are required to provide to their representatives. The study findings also have implications for the development of the academic curriculum and assessment materials for CFP® professionals by recognised education providers, the FSCA regulatory examination, and the FPI professional competency examination. In addition, the study has provided evidence for the need to develop financial products, or customise existing financial products, that address the viii needs of Black households – especially culture-specific financial needs such as black tax, lobola and funding for initiation schools. Key words: Black households; CFP® professionals; culture; diverse needs; reconceptualisation; six-step financial planning process. , Thesis (MSc) -- Faculty of Science, School of Environmental Sciences, 2022
- Full Text:
- Date Issued: 2023-04
- Authors: Kinsman, Estonia Jasmine
- Date: 2023-04
- Subjects: Financial planning industry , Affluent consumers
- Language: English
- Type: Doctoral's theses , text
- Identifier: http://hdl.handle.net/10948/60786 , vital:67404
- Description: The globally applied six-step financial planning process which is used by CFP® professionals to provide financial advice is designed to ensure that the financial advice is suitable, based on the needs of the consumer. However, given the diverse cultures in South Africa, this study argues that the six-step financial planning process (as it is currently applied) may not be suitable, as it requires contextualisation based on the unique needs of South African consumers. The various population groups in South Africa have their own sets of beliefs, values and cultural practices, and thus view aspects such as wealth (the creation, preservation and transference thereof), marriage, death and retirement, differently. Thus, financial planners who are not knowledgeable about different cultures, diverse financial needs, or the provisions of customary law, may not be able to provide suitable advice. The primary objective of the study is thus to reconceptualise the six-step financial planning process to be more inclusive, in order to better serve the financial planning needs of South African consumers. A comprehensive literature review was undertaken to provide the context and framework within which the reconceptualisation of the six-step financial planning process could be approached. An investigation of the financial planning environment and the financial planning process was completed to determine how the six-step financial planning process is currently applied in the South African context. Further, an investigation of culture and the cultural dimensions – power distance, uncertainty avoidance, individualism, masculinity, timeorientation and indulgence – was conducted, as it was clear that these cultural dimensions cannot be generalised to all South African consumers, due to the large degree of diversity within the population. It was also determined that there are various factors that contribute towards the cultural diversity of South African consumers, which may influence their financial needs and the type of financial advice that is required. These factors include race and ethnicity, marital regimes, procreation and family structures. To further illustrate the diversity of financial needs of South African consumers, a discussion of Black households and the application of financial planning legislation and customary law was provided. Black households are considered to be under-serviced, historically financially excluded, have low levels of financial literacy, and are mostly collectivist in nature. It is for these reasons that Black households are the focus of the study. Some of the financial needs that vi are common among Black households include land and property ownership, family wealth, family homesteads, lobola capital and ‘black tax’ expenditure. Given that the literature review established how the six-step financial planning process is currently applied, an interpretivist research philosophy was adopted in order to gain a deeper understanding of how the six-step financial planning process should be applied in a South African context. Further, the research approach in the context of this study is an inductive one, as the six-step financial planning process is an existing theory that was reconceptualised by considering the perceptions and experiences of 16 CFP® professionals and 14 Black South African households. A mono-method qualitative research methodology was used, with a single qualitative method of data collection (semi-structured interviews), and a single qualitative method of data analysis (latent content analysis). The findings of the study were used to provide a reconceptualised perspective of the six-step financial planning process which takes into consideration the fact that the image of a financial planner plays an important role when trying to establish a professional relationship with a client. The findings reveal that Black consumers in particular, generally have a negative image of a financial planner, which is influenced not only by their perceptions of a financial planner, but also by their self-perception of their own financial situation. The reconceptualised perspective of the six-step financial planning process also incorporates the finding that discussions around personal finances are considered impolite and taboo among the Black African community, which influences their ability to talk about these topics, trust a financial planner, and establish a professional relationship with them. The findings also reveal that a racial and gender bias exists among Black consumers – they prefer interacting with a White male financial planner, as they perceive them to be more competent and have more experience with finances and wealth accumulation. It was also found that CFP® professionals believe that having cultural awareness and cultural intelligence can reduce bias in the way that questions are asked, so as not to offend the client. Thus, cultural awareness was also incorporated into the reconceptualised perspective of the six-step financial planning process. It was also noted that it is important to ascertain clients’ level of financial literacy during the information gathering stage. Black consumers opined that in this regard, it is the role of the financial planner to both ascertain and ensure their clients’ financial literacy, and to offer financial education to ensure client understanding. vii Although the premise of the study is that South African consumers have unique financial needs due to the high degree of diversity among the population, it was the opinion of CFP® professionals that Black consumers, in particular, do not have unique financial needs – instead, they define their needs differently, have different exposures to financial resources to address their financial needs, and also prioritise and satisfy their needs differently. The prioritised financial needs of Black households (sub-themes) that emerged from both participant groups include the need to make provision for black tax, estate planning, funerals, and property ownership. Black household participants mentioned (to a greater extent than CFP® professionals did) the need to make provision for lobola and initiation schools, as these form part of several traditional ceremonies. The need to make provision for a family home was mentioned by Black household participants but not by CFP® professionals. It was discovered from Black household participants that stokvels are the most common micro-finance tool used by Black consumers, for various reasons. In fact for some, stokvels are preferred over formal financial products because they perceive that they yield a higher return, and others use them successfully to supplement their current provisions. These findings (among others) were incorporated into the reconceptualised perspective of the six-step financial planning process which is presented in this study. This study has made a contribution to the financial planning body of knowledge by presenting a reconceptualised perspective of the six-step financial planning process, and providing new knowledge on each of the associated six steps and their suitability in a South African context. This study also provides justification and evidence for the inclusion of aspects within the sixstep financial planning process that enhance the understanding of cultural diversity and needs of Black households in particular. Justification has also been provided for the inclusion of cultural aspects and diverse needs of Black consumers the in the academic curriculum of FPI and FSCA recognised qualifications, as well as the facilitation and learning outcomes of business and product-specific training that FSPs are required to provide to their representatives. The study findings also have implications for the development of the academic curriculum and assessment materials for CFP® professionals by recognised education providers, the FSCA regulatory examination, and the FPI professional competency examination. In addition, the study has provided evidence for the need to develop financial products, or customise existing financial products, that address the viii needs of Black households – especially culture-specific financial needs such as black tax, lobola and funding for initiation schools. Key words: Black households; CFP® professionals; culture; diverse needs; reconceptualisation; six-step financial planning process. , Thesis (MSc) -- Faculty of Science, School of Environmental Sciences, 2022
- Full Text:
- Date Issued: 2023-04
A reconceptualised perspective of the six-step financial planning process
- Authors: Kinsman, Jasmine Estonia
- Date: 2023-04
- Subjects: Financial planning industry , Business enterprises--Finance
- Language: English
- Type: Master's theses , text
- Identifier: http://hdl.handle.net/10948/61442 , vital:70648
- Description: The globally applied six-step financial planning process which is used by CFP® professionals to provide financial advice is designed to ensure that the financial advice is suitable, based on the needs of the consumer. However, given the diverse cultures in South Africa, this study argues that the six-step financial planning process (as it is currently applied) may not be suitable, as it requires contextualisation based on the unique needs of South African consumers. The various population groups in South Africa have their own sets of beliefs, values and cultural practices, and thus view aspects such as wealth (the creation, preservation and transference thereof), marriage, death and retirement, differently. Thus, financial planners who are not knowledgeable about different cultures, diverse financial needs, or the provisions of customary law, may not be able to provide suitable advice. The primary objective of the study is thus to reconceptualise the six-step financial planning process to be more inclusive, in order to better serve the financial planning needs of South African consumers. A comprehensive literature review was undertaken to provide the context and framework within which the reconceptualisation of the six-step financial planning process could be approached. An investigation of the financial planning environment and the financial planning process was completed to determine how the six-step financial planning process is currently applied in the South African context. Further, an investigation of culture and the cultural dimensions – power distance, uncertainty avoidance, individualism, masculinity, timeorientation and indulgence – was conducted, as it was clear that these cultural dimensions cannot be generalised to all South African consumers, due to the large degree of diversity within the population. It was also determined that there are various factors that contribute towards the cultural diversity of South African consumers, which may influence their financial needs and the type of financial advice that is required. These factors include race and ethnicity, marital regimes, procreation and family structures. To further illustrate the diversity of financial needs of South African consumers, a discussion of Black households and the application of financial planning legislation and customary law was provided. Black households are considered to be under-serviced, historically financially excluded, have low levels of financial literacy, and are mostly collectivist in nature. It is for these reasons that Black households are the focus of the study. Some of the financial needs that vi are common among Black households include land and property ownership, family wealth, family homesteads, lobola capital and ‘black tax’ expenditure. Given that the literature review established how the six-step financial planning process is currently applied, an interpretivist research philosophy was adopted in order to gain a deeper understanding of how the six-step financial planning process should be applied in a South African context. Further, the research approach in the context of this study is an inductive one, as the six-step financial planning process is an existing theory that was reconceptualised by considering the perceptions and experiences of 16 CFP® professionals and 14 Black South African households. A mono-method qualitative research methodology was used, with a single qualitative method of data collection (semi-structured interviews), and a single qualitative method of data analysis (latent content analysis). The findings of the study were used to provide a reconceptualised perspective of the six-step financial planning process which takes into consideration the fact that the image of a financial planner plays an important role when trying to establish a professional relationship with a client. The findings reveal that Black consumers in particular, generally have a negative image of a financial planner, which is influenced not only by their perceptions of a financial planner, but also by their self-perception of their own financial situation. The reconceptualised perspective of the six-step financial planning process also incorporates the finding that discussions around personal finances are considered impolite and taboo among the Black African community, which influences their ability to talk about these topics, trust a financial planner, and establish a professional relationship with them. The findings also reveal that a racial and gender bias exists among Black consumers – they prefer interacting with a White male financial planner, as they perceive them to be more competent and have more experience with finances and wealth accumulation. It was also found that CFP® professionals believe that having cultural awareness and cultural intelligence can reduce bias in the way that questions are asked, so as not to offend the client. Thus, cultural awareness was also incorporated into the reconceptualised perspective of the six-step financial planning process. It was also noted that it is important to ascertain clients’ level of financial literacy during the information gathering stage. Black consumers opined that in this regard, it is the role of the financial planner to both ascertain and ensure their clients’ financial literacy, and to offer financial education to ensure client understanding. vii Although the premise of the study is that South African consumers have unique financial needs due to the high degree of diversity among the population, it was the opinion of CFP® professionals that Black consumers, in particular, do not have unique financial needs – instead, they define their needs differently, have different exposures to financial resources to address their financial needs, and also prioritise and satisfy their needs differently. The prioritised financial needs of Black households (sub-themes) that emerged from both participant groups include the need to make provision for black tax, estate planning, funerals, and property ownership. Black household participants mentioned (to a greater extent than CFP® professionals did) the need to make provision for lobola and initiation schools, as these form part of several traditional ceremonies. The need to make provision for a family home was mentioned by Black household participants but not by CFP® professionals. It was discovered from Black household participants that stokvels are the most common micro-finance tool used by Black consumers, for various reasons. In fact for some, stokvels are preferred over formal financial products because they perceive that they yield a higher return, and others use them successfully to supplement their current provisions. These findings (among others) were incorporated into the reconceptualised perspective of the six-step financial planning process which is presented in this study. This study has made a contribution to the financial planning body of knowledge by presenting a reconceptualised perspective of the six-step financial planning process, and providing new knowledge on each of the associated six steps and their suitability in a South African context. This study also provides justification and evidence for the inclusion of aspects within the sixstep financial planning process that enhance the understanding of cultural diversity and needs of Black households in particular. Justification has also been provided for the inclusion of cultural aspects and diverse needs of Black consumers the in the academic curriculum of FPI and FSCA recognised qualifications, as well as the facilitation and learning outcomes of business and product-specific training that FSPs are required to provide to their representatives. The study findings also have implications for the development of the academic curriculum and assessment materials for CFP® professionals by recognised education providers, the FSCA regulatory examination, and the FPI professional competency examination. In addition, the study has provided evidence for the need to develop financial products, or customise existing financial products, that address the viii needs of Black households – especially culture-specific financial needs such as black tax, lobola and funding for initiation schools. , Thesis (PhD) -- Faculty of Faculty of Business and Economic Sciences, 2023
- Full Text:
- Date Issued: 2023-04
- Authors: Kinsman, Jasmine Estonia
- Date: 2023-04
- Subjects: Financial planning industry , Business enterprises--Finance
- Language: English
- Type: Master's theses , text
- Identifier: http://hdl.handle.net/10948/61442 , vital:70648
- Description: The globally applied six-step financial planning process which is used by CFP® professionals to provide financial advice is designed to ensure that the financial advice is suitable, based on the needs of the consumer. However, given the diverse cultures in South Africa, this study argues that the six-step financial planning process (as it is currently applied) may not be suitable, as it requires contextualisation based on the unique needs of South African consumers. The various population groups in South Africa have their own sets of beliefs, values and cultural practices, and thus view aspects such as wealth (the creation, preservation and transference thereof), marriage, death and retirement, differently. Thus, financial planners who are not knowledgeable about different cultures, diverse financial needs, or the provisions of customary law, may not be able to provide suitable advice. The primary objective of the study is thus to reconceptualise the six-step financial planning process to be more inclusive, in order to better serve the financial planning needs of South African consumers. A comprehensive literature review was undertaken to provide the context and framework within which the reconceptualisation of the six-step financial planning process could be approached. An investigation of the financial planning environment and the financial planning process was completed to determine how the six-step financial planning process is currently applied in the South African context. Further, an investigation of culture and the cultural dimensions – power distance, uncertainty avoidance, individualism, masculinity, timeorientation and indulgence – was conducted, as it was clear that these cultural dimensions cannot be generalised to all South African consumers, due to the large degree of diversity within the population. It was also determined that there are various factors that contribute towards the cultural diversity of South African consumers, which may influence their financial needs and the type of financial advice that is required. These factors include race and ethnicity, marital regimes, procreation and family structures. To further illustrate the diversity of financial needs of South African consumers, a discussion of Black households and the application of financial planning legislation and customary law was provided. Black households are considered to be under-serviced, historically financially excluded, have low levels of financial literacy, and are mostly collectivist in nature. It is for these reasons that Black households are the focus of the study. Some of the financial needs that vi are common among Black households include land and property ownership, family wealth, family homesteads, lobola capital and ‘black tax’ expenditure. Given that the literature review established how the six-step financial planning process is currently applied, an interpretivist research philosophy was adopted in order to gain a deeper understanding of how the six-step financial planning process should be applied in a South African context. Further, the research approach in the context of this study is an inductive one, as the six-step financial planning process is an existing theory that was reconceptualised by considering the perceptions and experiences of 16 CFP® professionals and 14 Black South African households. A mono-method qualitative research methodology was used, with a single qualitative method of data collection (semi-structured interviews), and a single qualitative method of data analysis (latent content analysis). The findings of the study were used to provide a reconceptualised perspective of the six-step financial planning process which takes into consideration the fact that the image of a financial planner plays an important role when trying to establish a professional relationship with a client. The findings reveal that Black consumers in particular, generally have a negative image of a financial planner, which is influenced not only by their perceptions of a financial planner, but also by their self-perception of their own financial situation. The reconceptualised perspective of the six-step financial planning process also incorporates the finding that discussions around personal finances are considered impolite and taboo among the Black African community, which influences their ability to talk about these topics, trust a financial planner, and establish a professional relationship with them. The findings also reveal that a racial and gender bias exists among Black consumers – they prefer interacting with a White male financial planner, as they perceive them to be more competent and have more experience with finances and wealth accumulation. It was also found that CFP® professionals believe that having cultural awareness and cultural intelligence can reduce bias in the way that questions are asked, so as not to offend the client. Thus, cultural awareness was also incorporated into the reconceptualised perspective of the six-step financial planning process. It was also noted that it is important to ascertain clients’ level of financial literacy during the information gathering stage. Black consumers opined that in this regard, it is the role of the financial planner to both ascertain and ensure their clients’ financial literacy, and to offer financial education to ensure client understanding. vii Although the premise of the study is that South African consumers have unique financial needs due to the high degree of diversity among the population, it was the opinion of CFP® professionals that Black consumers, in particular, do not have unique financial needs – instead, they define their needs differently, have different exposures to financial resources to address their financial needs, and also prioritise and satisfy their needs differently. The prioritised financial needs of Black households (sub-themes) that emerged from both participant groups include the need to make provision for black tax, estate planning, funerals, and property ownership. Black household participants mentioned (to a greater extent than CFP® professionals did) the need to make provision for lobola and initiation schools, as these form part of several traditional ceremonies. The need to make provision for a family home was mentioned by Black household participants but not by CFP® professionals. It was discovered from Black household participants that stokvels are the most common micro-finance tool used by Black consumers, for various reasons. In fact for some, stokvels are preferred over formal financial products because they perceive that they yield a higher return, and others use them successfully to supplement their current provisions. These findings (among others) were incorporated into the reconceptualised perspective of the six-step financial planning process which is presented in this study. This study has made a contribution to the financial planning body of knowledge by presenting a reconceptualised perspective of the six-step financial planning process, and providing new knowledge on each of the associated six steps and their suitability in a South African context. This study also provides justification and evidence for the inclusion of aspects within the sixstep financial planning process that enhance the understanding of cultural diversity and needs of Black households in particular. Justification has also been provided for the inclusion of cultural aspects and diverse needs of Black consumers the in the academic curriculum of FPI and FSCA recognised qualifications, as well as the facilitation and learning outcomes of business and product-specific training that FSPs are required to provide to their representatives. The study findings also have implications for the development of the academic curriculum and assessment materials for CFP® professionals by recognised education providers, the FSCA regulatory examination, and the FPI professional competency examination. In addition, the study has provided evidence for the need to develop financial products, or customise existing financial products, that address the viii needs of Black households – especially culture-specific financial needs such as black tax, lobola and funding for initiation schools. , Thesis (PhD) -- Faculty of Faculty of Business and Economic Sciences, 2023
- Full Text:
- Date Issued: 2023-04
A risk management model for commercial property development and investment in Ghana
- Authors: Asianoah, Rexford Kofi
- Date: 2023-04
- Subjects: Risk management , Commercial real estate , Investment -- Ghana
- Language: English
- Type: Doctoral's theses , Thesis
- Identifier: http://hdl.handle.net/10948/60493 , vital:65633
- Description: Commercial property development and investment provide many benefits to individuals and governments around the globe; these include the generation of income for investors, employment, tax revenues, and contributions to a country‘s GDP. Yet commercial property development and investment projects involve construction, economic and management risks. A lack of effective risk assessment and management tools may lead to developers and investors incurring losses. To curtail such losses, this study sought to create a credible management model that can be used to assess and manage risks in Ghana‘s commercial property development and investment industry. An extensive literature review was done, covering all 12 identified study constructs: real estate trends and cycle, construction project management, outside advice/mentorship, spatial development, strategic factors, business management skills, PMBOK, PESTEL analysis, general management skills, governance structures, financial feasibility, professional feasibility, and risk management. Each construct was defined and operationalised. A positivistic philosophical approach was used, and quantitative approach was used to solicit data from the main respondents through the distribution of questionnaires to the target population sample. CB-SEM and SPSS version 24 were used to analyse data, SEM to test the positive relationships hypothesised between the identified variables and SPSS to analyse the demographic data. The major findings are that there is a lack of financial and professional feasibility analysis among respondents along the following factors: the PMBOK, real estate trends and cycles, general management, business management, strategic factors, spatial development, and PESTEL analysis. It was found that these factors have positive and favourable influences on CPDI projects. The study recommends that developers and investors do financial and professional feasibility studies before they embark on projects. This could improve project viability in commercial property development and investment. The study has contributed to the body of knowledge in CPDI sector by developing a new risk assessment/risk management model. , Thesis (PhD) -- Faculty of Engineering Built Environment and Technology, School of the built Environment, 2023
- Full Text:
- Date Issued: 2023-04
- Authors: Asianoah, Rexford Kofi
- Date: 2023-04
- Subjects: Risk management , Commercial real estate , Investment -- Ghana
- Language: English
- Type: Doctoral's theses , Thesis
- Identifier: http://hdl.handle.net/10948/60493 , vital:65633
- Description: Commercial property development and investment provide many benefits to individuals and governments around the globe; these include the generation of income for investors, employment, tax revenues, and contributions to a country‘s GDP. Yet commercial property development and investment projects involve construction, economic and management risks. A lack of effective risk assessment and management tools may lead to developers and investors incurring losses. To curtail such losses, this study sought to create a credible management model that can be used to assess and manage risks in Ghana‘s commercial property development and investment industry. An extensive literature review was done, covering all 12 identified study constructs: real estate trends and cycle, construction project management, outside advice/mentorship, spatial development, strategic factors, business management skills, PMBOK, PESTEL analysis, general management skills, governance structures, financial feasibility, professional feasibility, and risk management. Each construct was defined and operationalised. A positivistic philosophical approach was used, and quantitative approach was used to solicit data from the main respondents through the distribution of questionnaires to the target population sample. CB-SEM and SPSS version 24 were used to analyse data, SEM to test the positive relationships hypothesised between the identified variables and SPSS to analyse the demographic data. The major findings are that there is a lack of financial and professional feasibility analysis among respondents along the following factors: the PMBOK, real estate trends and cycles, general management, business management, strategic factors, spatial development, and PESTEL analysis. It was found that these factors have positive and favourable influences on CPDI projects. The study recommends that developers and investors do financial and professional feasibility studies before they embark on projects. This could improve project viability in commercial property development and investment. The study has contributed to the body of knowledge in CPDI sector by developing a new risk assessment/risk management model. , Thesis (PhD) -- Faculty of Engineering Built Environment and Technology, School of the built Environment, 2023
- Full Text:
- Date Issued: 2023-04
A strategic turnaround model for distressed properties
- Authors: Pitsiladi, Lesvokli N
- Date: 2023-04
- Subjects: Reorganization , Distressed properties
- Language: English
- Type: Doctoral's theses , Thesis
- Identifier: http://hdl.handle.net/10948/60467 , vital:65603
- Description: The importance of commercial real estate is clearly shown by the role it plays, worldwide, in the sustainability of economic activities, with a substantial global impact when measured in monetary terms. This study responds to an important gap in the built environment and turnaround literature relating to the likelihood of a successful distressed commercial property financial recovery. The present research effort addressed the absence of empirical evidence by identifying a number of important factors that influence the likelihood of a successful distressed, commercial property financial recovery. Once the important factors that increase the likelihood of recovery have been determined, the results can be used as a basis for turnaround strategies concerning property investors who invest in distressed opportunities. A theoretical turnaround model concerning properties in distress, would be of interest to ‘opportunistic investing’ yield-hungry investors targeting real estate transactions involving ‘turnaround’ potential. Against this background, the main research problem investigated in the present research effort was as follows: Determine the important factors that would increase the likelihood of a successful distressed commercial property financial recovery. A proposed theoretical model was constructed and empirically tested through a questionnaire distributed physically and electronically to a sample of real estate practitioners from across the globe, and who had all been involved, directly or indirectly, with reviving distressed properties. An explanation was provided to respondents of how the questionnaire was developed and how it would be administered. The demographic information pertaining to the 391 respondents was analysed and summarised. The statistical analysis performed to ensure the validity and reliability of the results, was explained to respondents, together with a detailed description of the covariance structural equation modelling method used to verify the proposed theoretical conceptual model. vi The independent variables of the present research effort comprised; Obsolescence Identification, Capital Improvements Feasibility, Tenant Mix, Triple Net Leases, Concessions, Property Management, Contracts, Business Analysis, Debt Renegotiation, Cost-Cutting, Market Analysis, Strategic Planning and Demography, while the dependent variable was The Perceived Likelihood of a Distressed Commercial Property Financial Recovery. After analysis of the findings, a revised model was then proposed and assessed. Both validity and reliability were assessed and resulted in the following factors that potentially influence the dependent variables; Strategy, Concessions, Tenant Mix, Debt Restructuring, Demography, Analyse Alternatives, Capital Improvements Feasibility, Property Management and Net Leases while, after analysis, the dependent variable was replaced by two dependent variables; The Likelihood of a Distressed Property Turnaround and The Likelihood of a Distressed Property Financial Recovery. The results showed that Strategy (comprising of items from Strategic Planning, Business Analysis, Obsolescence Identification and Property Management) and Concessions (comprising of items from Concessions and Triple Net Leases) had a positive influence on both the dependent variables. Property Management (comprising of items from Business Analysis, Property Management, Capital Improvements Feasibility and Tenant Mix) had a positive influence on Financial Turnaround variable while Capital Improvements Feasibility (comprising of items from Capital Improvements Feasibility, Obsolescence Identification and Property Management) had a negative influence on both. Demography (comprising of items only from Demography) had a negative influence on the Financial Recovery variable. The balance of the relationships were depicted as non-significant. The present research effort presents important actions that can be used to influence the turnaround and recovery of distressed real estate. The literature had indicated reasons to recover distressed properties as having wide-ranging economic consequences for the broader communities and the countries in which they reside. The turnaround of distressed properties will not only present financial rewards for opportunistic investors but will have positive effects on the greater community and economy and, thus, social and economic stability. Vii With the emergence of the COVID-19 pandemic crisis, issues with climate change and sustainability, global demographic shifts, changing user requirements, shifts in technology, the threat of obsolescence, urbanisation, globalisation, geo-political tensions, shifting global order, new trends and different generational expectations, it is becoming more apparent that the threat of distressed, abandoned and derelict properties is here to stay, and which will present future opportunities for turnaround, distressed property owners, as well as future worries for urban authorities and municipalities dealing with urban decay. The study concluded with an examination of the perceived limitations of the study as well as presenting a comprehensive range of suggestions for further research. , Thesis (PhD) -- Faculty of Engineering, Built Environment and Information Technology, School of the built Environment, 2023
- Full Text:
- Date Issued: 2023-04
- Authors: Pitsiladi, Lesvokli N
- Date: 2023-04
- Subjects: Reorganization , Distressed properties
- Language: English
- Type: Doctoral's theses , Thesis
- Identifier: http://hdl.handle.net/10948/60467 , vital:65603
- Description: The importance of commercial real estate is clearly shown by the role it plays, worldwide, in the sustainability of economic activities, with a substantial global impact when measured in monetary terms. This study responds to an important gap in the built environment and turnaround literature relating to the likelihood of a successful distressed commercial property financial recovery. The present research effort addressed the absence of empirical evidence by identifying a number of important factors that influence the likelihood of a successful distressed, commercial property financial recovery. Once the important factors that increase the likelihood of recovery have been determined, the results can be used as a basis for turnaround strategies concerning property investors who invest in distressed opportunities. A theoretical turnaround model concerning properties in distress, would be of interest to ‘opportunistic investing’ yield-hungry investors targeting real estate transactions involving ‘turnaround’ potential. Against this background, the main research problem investigated in the present research effort was as follows: Determine the important factors that would increase the likelihood of a successful distressed commercial property financial recovery. A proposed theoretical model was constructed and empirically tested through a questionnaire distributed physically and electronically to a sample of real estate practitioners from across the globe, and who had all been involved, directly or indirectly, with reviving distressed properties. An explanation was provided to respondents of how the questionnaire was developed and how it would be administered. The demographic information pertaining to the 391 respondents was analysed and summarised. The statistical analysis performed to ensure the validity and reliability of the results, was explained to respondents, together with a detailed description of the covariance structural equation modelling method used to verify the proposed theoretical conceptual model. vi The independent variables of the present research effort comprised; Obsolescence Identification, Capital Improvements Feasibility, Tenant Mix, Triple Net Leases, Concessions, Property Management, Contracts, Business Analysis, Debt Renegotiation, Cost-Cutting, Market Analysis, Strategic Planning and Demography, while the dependent variable was The Perceived Likelihood of a Distressed Commercial Property Financial Recovery. After analysis of the findings, a revised model was then proposed and assessed. Both validity and reliability were assessed and resulted in the following factors that potentially influence the dependent variables; Strategy, Concessions, Tenant Mix, Debt Restructuring, Demography, Analyse Alternatives, Capital Improvements Feasibility, Property Management and Net Leases while, after analysis, the dependent variable was replaced by two dependent variables; The Likelihood of a Distressed Property Turnaround and The Likelihood of a Distressed Property Financial Recovery. The results showed that Strategy (comprising of items from Strategic Planning, Business Analysis, Obsolescence Identification and Property Management) and Concessions (comprising of items from Concessions and Triple Net Leases) had a positive influence on both the dependent variables. Property Management (comprising of items from Business Analysis, Property Management, Capital Improvements Feasibility and Tenant Mix) had a positive influence on Financial Turnaround variable while Capital Improvements Feasibility (comprising of items from Capital Improvements Feasibility, Obsolescence Identification and Property Management) had a negative influence on both. Demography (comprising of items only from Demography) had a negative influence on the Financial Recovery variable. The balance of the relationships were depicted as non-significant. The present research effort presents important actions that can be used to influence the turnaround and recovery of distressed real estate. The literature had indicated reasons to recover distressed properties as having wide-ranging economic consequences for the broader communities and the countries in which they reside. The turnaround of distressed properties will not only present financial rewards for opportunistic investors but will have positive effects on the greater community and economy and, thus, social and economic stability. Vii With the emergence of the COVID-19 pandemic crisis, issues with climate change and sustainability, global demographic shifts, changing user requirements, shifts in technology, the threat of obsolescence, urbanisation, globalisation, geo-political tensions, shifting global order, new trends and different generational expectations, it is becoming more apparent that the threat of distressed, abandoned and derelict properties is here to stay, and which will present future opportunities for turnaround, distressed property owners, as well as future worries for urban authorities and municipalities dealing with urban decay. The study concluded with an examination of the perceived limitations of the study as well as presenting a comprehensive range of suggestions for further research. , Thesis (PhD) -- Faculty of Engineering, Built Environment and Information Technology, School of the built Environment, 2023
- Full Text:
- Date Issued: 2023-04
A systematic risk management model for construction project management: a case study of the new infrastructure project in the University of Mpumalanga
- Authors: Lukhele, Themba Mfanafuthi
- Date: 2023-04
- Subjects: Risk management , Construction industry -- Management , Infrastructure -- University of Mpumalanga
- Language: English
- Type: Doctoral's theses , Thesis
- Identifier: http://hdl.handle.net/10948/60479 , vital:65609
- Description: The construction industry has become the significant player in the economy of many developed and developing countries in the world. The industry contributes to the Gross Domestic Product (GDP) and employment rate of many nations. As such, the industry is the engine for the economic development and growth across the world. Recently, African countries have received global attention due to its calls for massive infrastructure development and maintenance thereof. Accordingly, the South African government has adopted a National Infrastructure Development Plan (NIDP), which seeks not only to transform the economic landscape of the country, but also to support the integration of the African economies through infrastructure development. To ensure that the execution of these infrastructure projects is successfully delivered in terms of time, cost, and scope; project risk management in the construction industry has become an important area of interest in the execution and delivery of the infrastructure projects. However, the constantly increasing complexity and dynamics in the delivery of construction projects have serious effects on the risk management processes during the execution of the project. In practice, risk methods and techniques have proven to be unrealistic when using the traditional risk management approach in the context of the complexity and dynamic environments wherein construction projects are delivered. Worryingly, project management practitioners in engineering and construction projects still lack the holistic and systematic insight and understanding of construction projects when applying the risk management procedures in the complex and dynamic projects environments. As a result, there are growing reports of unsatisfactory delivery of construction projects in terms of time, cost, quality, and environmental objectives. In this regard, the call for embracing the systems thinking paradigm as the alternative approach that will provide more clarity in dealing with the complex management challenges and which will gradually substitute the traditional theoretical approach of dealing with construction project management, is becoming prominent. Against this background, this study uses a multiple case study approach to explore how a systematic risk management approach could be developed and applied towards successful delivery of construction projects, and subsequently to propose a systematic risk management model that is designed to depict and grasp the underlying complexities and dynamics embedded ix | P a g e in construction projects. The choice of the case study design is founded on its utility and appropriateness for in-depth investigations into phenomena in its context as well as its usefulness for exploratory studies. Therefore, to explore the risk management phenomenon in real-life settings, the unit of analysis in this study was based on three construction projects built in one of the new Institutions of Higher Learning in South Africa during the period between 2017 and 2019. Notwithstanding the unique characteristics of these projects, the complexity and dynamic environments of these projects also emanated from the facts that i) the successful delivery of the projects was a predecessor activity to the academic schedule and activities; ii) this was one of the first universities to be built by the democratic Republic of South Africa; and, iii) the construction contract used for the delivery of the construction projects is relatively new to the professionals in the country’s construction industry. This qualitative case study design has its backbone in the constructivism philosophical paradigm which is underpinned by the ontology that there are multiple realities as conceptualized, experienced, and perceived by the people in their real-life situations or natural settings. Accordingly, the construction professionals, projects’ documents as well as field work observations were purposively chosen as the essential and reliable methods of data collection for this case study. For analysis, a conventional content data analysis methodology was applied on the empirical data that was obtained from the multiple data sources to provide a clearer understanding of the contexts in which the risk management for construction projects is performed. Accordingly, a qualitative data analysis software system called MAXQDA was used to enable the performance of data coding, managing coding, and eventually the retrieving of the coded segments in a form of visual models and summary tables. Ultimately, the qualitative content analysis approach in this thesis was performed in terms of a ‘critical filter of thick description’ which involved a balanced approach between the deductive analysis and the inductive analysis processes. With the assistance of the MAXQDA, performing the multiple levels coding and analysis processes in this thesis has not only been efficient, but also more reliable. To shed insight into the empirical findings of the study, a hybrid theoretical framework has been applied in the discussion and interpretation of the findings. The theoretical framework of this study is underpinned by the complexity theory and the theory of systems engineering. The applicability of these theories in this study is essential in providing a x | P a g e systematic and logical explanation of the practices of risk management in construction projects and further helps to explain why particular events occurred in the processes of risk management. Eventually, the theoretical framework has enabled the designing and developing of a systematic risk management model that will assist in depicting and grasping the underlying complexities while supporting proactive decision making in the delivery of construction projects. To this end, this study has made several major contributions in three multiple folds in the body of knowledge. Firstly, this study makes theoretical contributions by developing an empirically underpinned systematic risk management model which provide more clarity on comprehending the multifaceted and complex risk factors embedded in construction projects. Secondly, the qualitative case study approach and the associated analysis methods thereof in this thesis provides novelty and lays the groundwork for future research and methodological replicability in another similar phenomenon elsewhere in the world. Thirdly, this study has gone some way towards expanding the understanding and the basis for managerial decision making in relation to front-end planning and proactive approach for risk management, and eventually to improve projects’ performances on cost, time, scope, and environmental sustainability. In this regard, the key practical implication for project management practitioners is that the adoption and embracing of the systematic and holistic thinking approach in the risk management processes could enhance the successful delivery of construction projects. In the literature, there is paucity and need for more research into the exploration and analysis of the integration and interplay between the systems engineering and complexity perspectives and the other knowledge areas in the PMBOK. In conclusion, this thesis therefore argues that to address the deficiencies in risk management practices during construction projects’ delivery, the solution requires a paradigm shift from the traditional linear approach which, by design, overlooks the complexities, non-linearity and interdependences of the elements that are underpinning and characterizing the nature of the contemporary construction projects. Therefore, this thesis supports the increasingly emerging debate on the discourse that the superior traditional and linear approaches do not solve the current problems, and as such they should be replaced with the systems and holistic thinking approach that will provide more clarity in dealing with the complex management challenges in contemporary construction projects. , Thesis (PhD) -- Faculty of Engineering, Built environment and Information Technology, School of the built Environment 2023
- Full Text:
- Date Issued: 2023-04
- Authors: Lukhele, Themba Mfanafuthi
- Date: 2023-04
- Subjects: Risk management , Construction industry -- Management , Infrastructure -- University of Mpumalanga
- Language: English
- Type: Doctoral's theses , Thesis
- Identifier: http://hdl.handle.net/10948/60479 , vital:65609
- Description: The construction industry has become the significant player in the economy of many developed and developing countries in the world. The industry contributes to the Gross Domestic Product (GDP) and employment rate of many nations. As such, the industry is the engine for the economic development and growth across the world. Recently, African countries have received global attention due to its calls for massive infrastructure development and maintenance thereof. Accordingly, the South African government has adopted a National Infrastructure Development Plan (NIDP), which seeks not only to transform the economic landscape of the country, but also to support the integration of the African economies through infrastructure development. To ensure that the execution of these infrastructure projects is successfully delivered in terms of time, cost, and scope; project risk management in the construction industry has become an important area of interest in the execution and delivery of the infrastructure projects. However, the constantly increasing complexity and dynamics in the delivery of construction projects have serious effects on the risk management processes during the execution of the project. In practice, risk methods and techniques have proven to be unrealistic when using the traditional risk management approach in the context of the complexity and dynamic environments wherein construction projects are delivered. Worryingly, project management practitioners in engineering and construction projects still lack the holistic and systematic insight and understanding of construction projects when applying the risk management procedures in the complex and dynamic projects environments. As a result, there are growing reports of unsatisfactory delivery of construction projects in terms of time, cost, quality, and environmental objectives. In this regard, the call for embracing the systems thinking paradigm as the alternative approach that will provide more clarity in dealing with the complex management challenges and which will gradually substitute the traditional theoretical approach of dealing with construction project management, is becoming prominent. Against this background, this study uses a multiple case study approach to explore how a systematic risk management approach could be developed and applied towards successful delivery of construction projects, and subsequently to propose a systematic risk management model that is designed to depict and grasp the underlying complexities and dynamics embedded ix | P a g e in construction projects. The choice of the case study design is founded on its utility and appropriateness for in-depth investigations into phenomena in its context as well as its usefulness for exploratory studies. Therefore, to explore the risk management phenomenon in real-life settings, the unit of analysis in this study was based on three construction projects built in one of the new Institutions of Higher Learning in South Africa during the period between 2017 and 2019. Notwithstanding the unique characteristics of these projects, the complexity and dynamic environments of these projects also emanated from the facts that i) the successful delivery of the projects was a predecessor activity to the academic schedule and activities; ii) this was one of the first universities to be built by the democratic Republic of South Africa; and, iii) the construction contract used for the delivery of the construction projects is relatively new to the professionals in the country’s construction industry. This qualitative case study design has its backbone in the constructivism philosophical paradigm which is underpinned by the ontology that there are multiple realities as conceptualized, experienced, and perceived by the people in their real-life situations or natural settings. Accordingly, the construction professionals, projects’ documents as well as field work observations were purposively chosen as the essential and reliable methods of data collection for this case study. For analysis, a conventional content data analysis methodology was applied on the empirical data that was obtained from the multiple data sources to provide a clearer understanding of the contexts in which the risk management for construction projects is performed. Accordingly, a qualitative data analysis software system called MAXQDA was used to enable the performance of data coding, managing coding, and eventually the retrieving of the coded segments in a form of visual models and summary tables. Ultimately, the qualitative content analysis approach in this thesis was performed in terms of a ‘critical filter of thick description’ which involved a balanced approach between the deductive analysis and the inductive analysis processes. With the assistance of the MAXQDA, performing the multiple levels coding and analysis processes in this thesis has not only been efficient, but also more reliable. To shed insight into the empirical findings of the study, a hybrid theoretical framework has been applied in the discussion and interpretation of the findings. The theoretical framework of this study is underpinned by the complexity theory and the theory of systems engineering. The applicability of these theories in this study is essential in providing a x | P a g e systematic and logical explanation of the practices of risk management in construction projects and further helps to explain why particular events occurred in the processes of risk management. Eventually, the theoretical framework has enabled the designing and developing of a systematic risk management model that will assist in depicting and grasping the underlying complexities while supporting proactive decision making in the delivery of construction projects. To this end, this study has made several major contributions in three multiple folds in the body of knowledge. Firstly, this study makes theoretical contributions by developing an empirically underpinned systematic risk management model which provide more clarity on comprehending the multifaceted and complex risk factors embedded in construction projects. Secondly, the qualitative case study approach and the associated analysis methods thereof in this thesis provides novelty and lays the groundwork for future research and methodological replicability in another similar phenomenon elsewhere in the world. Thirdly, this study has gone some way towards expanding the understanding and the basis for managerial decision making in relation to front-end planning and proactive approach for risk management, and eventually to improve projects’ performances on cost, time, scope, and environmental sustainability. In this regard, the key practical implication for project management practitioners is that the adoption and embracing of the systematic and holistic thinking approach in the risk management processes could enhance the successful delivery of construction projects. In the literature, there is paucity and need for more research into the exploration and analysis of the integration and interplay between the systems engineering and complexity perspectives and the other knowledge areas in the PMBOK. In conclusion, this thesis therefore argues that to address the deficiencies in risk management practices during construction projects’ delivery, the solution requires a paradigm shift from the traditional linear approach which, by design, overlooks the complexities, non-linearity and interdependences of the elements that are underpinning and characterizing the nature of the contemporary construction projects. Therefore, this thesis supports the increasingly emerging debate on the discourse that the superior traditional and linear approaches do not solve the current problems, and as such they should be replaced with the systems and holistic thinking approach that will provide more clarity in dealing with the complex management challenges in contemporary construction projects. , Thesis (PhD) -- Faculty of Engineering, Built environment and Information Technology, School of the built Environment 2023
- Full Text:
- Date Issued: 2023-04
Academic resilience of engineering students: a case study
- Authors: Mapaling, Curwyn
- Date: 2023-04
- Subjects: Resilience (Personality trait) , Engineering students
- Language: English
- Type: Doctoral's theses , Thesis
- Identifier: http://hdl.handle.net/10948/60775 , vital:67337
- Description: Extensive research has been done and much knowledge exists about academic resilience among youth in school contexts, but there is a lack of data and literature on academic resilience at university level. This knowledge gap is especially critical in disciplines such as engineering, where student dropout rates have historically been high. In 2017, a redesigned engineering degree qualification, the Bachelor of Engineering Technology, was introduced at South African universities. This case study explored the academic resilience of the first cohort of final-year Bachelor of Engineering Technology students at Nelson Mandela University. Mixed methods and multiple theories were employed, which allowed for the generation of rich data for this exploratory case study. In the quantitative phase, 66 students from Industrial, Civil, Electrical, Marine and Mechanical Engineering courses participated by completing a series of standardised psychometric measurement tools. Descriptive and inferential statistical analysis was conducted on the quantitative data collected from the measurement items. In the qualitative phase, 13 engineering students, 6 engineering lecturers and 6 support staff members were interviewed individually, to explore their perceptions and experiences of academic resilience. Qualitative data generated through the semi-structured interviews were analysed using thematic analysis. The findings suggested that staff and students perceive academic resilience differently. It also seems that staff wellbeing impacts the academic resilience of students, and the relationship between staff wellness and student academic resilience is suggested as a next step for research on the topic of academic resilience at university level, especially among courses with high drop-out rates like engineering. Although not generalisable, it appears that a variety of extracurricular support structures and initiatives and strong relationships between the higher education sector and engineering industries can contribute significantly to students' academic resilience. , Thesis (PhD) -- Faculty of Education, School of Post Graduate Education, 2023
- Full Text:
- Date Issued: 2023-04
- Authors: Mapaling, Curwyn
- Date: 2023-04
- Subjects: Resilience (Personality trait) , Engineering students
- Language: English
- Type: Doctoral's theses , Thesis
- Identifier: http://hdl.handle.net/10948/60775 , vital:67337
- Description: Extensive research has been done and much knowledge exists about academic resilience among youth in school contexts, but there is a lack of data and literature on academic resilience at university level. This knowledge gap is especially critical in disciplines such as engineering, where student dropout rates have historically been high. In 2017, a redesigned engineering degree qualification, the Bachelor of Engineering Technology, was introduced at South African universities. This case study explored the academic resilience of the first cohort of final-year Bachelor of Engineering Technology students at Nelson Mandela University. Mixed methods and multiple theories were employed, which allowed for the generation of rich data for this exploratory case study. In the quantitative phase, 66 students from Industrial, Civil, Electrical, Marine and Mechanical Engineering courses participated by completing a series of standardised psychometric measurement tools. Descriptive and inferential statistical analysis was conducted on the quantitative data collected from the measurement items. In the qualitative phase, 13 engineering students, 6 engineering lecturers and 6 support staff members were interviewed individually, to explore their perceptions and experiences of academic resilience. Qualitative data generated through the semi-structured interviews were analysed using thematic analysis. The findings suggested that staff and students perceive academic resilience differently. It also seems that staff wellbeing impacts the academic resilience of students, and the relationship between staff wellness and student academic resilience is suggested as a next step for research on the topic of academic resilience at university level, especially among courses with high drop-out rates like engineering. Although not generalisable, it appears that a variety of extracurricular support structures and initiatives and strong relationships between the higher education sector and engineering industries can contribute significantly to students' academic resilience. , Thesis (PhD) -- Faculty of Education, School of Post Graduate Education, 2023
- Full Text:
- Date Issued: 2023-04
Affirmative action and people with disabilities in the work place
- Authors: Mpambani, Ntombizodwa Rose
- Date: 2023-04
- Subjects: Affirmative action programs -- Law and legislation , People with disabilities , Work environment
- Language: English
- Type: Master's theses , Thesis
- Identifier: http://hdl.handle.net/10948/60685 , vital:66321
- Description: Worldwide and in South Africa, affirmative action has been extensively used both as a policy instrument and a means of social reparation and reform. This study focuses on compliance and monitoring for affirmative action for persons with disabilities in the South African workplace. Affirmative action is a transitory method of advancing equality. Constitutionally, it is acknowledged in South Africa that affirmative action in the form of substantive equality. This study explores whether or not employers utilize affirmative action in accordance with the Employment Equity Act. It also aims to evaluate how the Department of Employment and Labour and the courts implement affirmative action. The study considers the relevant literature available, statutes, and employment equality policies, as well as an evaluation of case law. In South Africa, individuals who have disabilities are one of the groups that the Employment Equity Act attempts to protect. People with disabilities are disadvantaged in the work arena, which has substantial psychological, social, and economic consequences. The government established the numerical target that employers must strive to achieve in the workplace. Consequently, it is essential to investigate further the obstacles that impede the employment of persons with disabilities including the physical accessibility of the environment and information, transportation, the attitudes of others (such as employers and co-employees), and the extra expenditures associated with managing a disability. The delivery, nature, and structure of an individual's education is one of the first determinants of socialization into society. There is a delicate relationship between poverty, disability, and social assistance programs that may have a substantial effect on the employment and job search of persons with disabilities. Interestingly, South Africa combines significant unemployment rates with effective social assistance programs. There are compelling economic, social, psychological, and political arguments for boosting the employment of those with disabilities. The policy of affirmative action is effective, but the study notes that the objectives have not yet been realized. The situation in South Africa is compounded by a variety of confusing circumstances, including substantial unemployment, strong social assistance, and disabled individuals with poor skill levels. The survey concluded that the majority of firms do not execute affirmative action appropriately and that enforcement is minimal. It is recommended that disabled workers and labour unions confront employers that do not comply with the Employment Equity Act. To guarantee that persons with disabilities are completely integrated into the workforce, proactive and constructive strategies must be used. It is the morally just and virtuous thing to do, not just for disabled people but for all people. , Thesis (LLM) -- Faculty of Law, School of School: Mercantile Law, 2023
- Full Text:
- Date Issued: 2023-04
- Authors: Mpambani, Ntombizodwa Rose
- Date: 2023-04
- Subjects: Affirmative action programs -- Law and legislation , People with disabilities , Work environment
- Language: English
- Type: Master's theses , Thesis
- Identifier: http://hdl.handle.net/10948/60685 , vital:66321
- Description: Worldwide and in South Africa, affirmative action has been extensively used both as a policy instrument and a means of social reparation and reform. This study focuses on compliance and monitoring for affirmative action for persons with disabilities in the South African workplace. Affirmative action is a transitory method of advancing equality. Constitutionally, it is acknowledged in South Africa that affirmative action in the form of substantive equality. This study explores whether or not employers utilize affirmative action in accordance with the Employment Equity Act. It also aims to evaluate how the Department of Employment and Labour and the courts implement affirmative action. The study considers the relevant literature available, statutes, and employment equality policies, as well as an evaluation of case law. In South Africa, individuals who have disabilities are one of the groups that the Employment Equity Act attempts to protect. People with disabilities are disadvantaged in the work arena, which has substantial psychological, social, and economic consequences. The government established the numerical target that employers must strive to achieve in the workplace. Consequently, it is essential to investigate further the obstacles that impede the employment of persons with disabilities including the physical accessibility of the environment and information, transportation, the attitudes of others (such as employers and co-employees), and the extra expenditures associated with managing a disability. The delivery, nature, and structure of an individual's education is one of the first determinants of socialization into society. There is a delicate relationship between poverty, disability, and social assistance programs that may have a substantial effect on the employment and job search of persons with disabilities. Interestingly, South Africa combines significant unemployment rates with effective social assistance programs. There are compelling economic, social, psychological, and political arguments for boosting the employment of those with disabilities. The policy of affirmative action is effective, but the study notes that the objectives have not yet been realized. The situation in South Africa is compounded by a variety of confusing circumstances, including substantial unemployment, strong social assistance, and disabled individuals with poor skill levels. The survey concluded that the majority of firms do not execute affirmative action appropriately and that enforcement is minimal. It is recommended that disabled workers and labour unions confront employers that do not comply with the Employment Equity Act. To guarantee that persons with disabilities are completely integrated into the workforce, proactive and constructive strategies must be used. It is the morally just and virtuous thing to do, not just for disabled people but for all people. , Thesis (LLM) -- Faculty of Law, School of School: Mercantile Law, 2023
- Full Text:
- Date Issued: 2023-04
An Analysis of the Impact of Platinum mining strikes on the South African Economy and exchange rate volatility
- Authors: Malusi, Zintle
- Date: 2023-04
- Subjects: Platinum group Industry , South African economy
- Language: English
- Type: Master's theses , text
- Identifier: http://hdl.handle.net/10948/61648 , vital:71822
- Description: The platinum group metals (PGM) mining sector is the largest component of the South African mining sector based on its contribution to GDP, employment and its overall contribution to the South African economy. Over the past decades South African production of PGMs has been declining, but post global financial crisis the country’s production growth has reduced due to the significant labour disruptions the industry has faced since late 2010. This paper aims to analyse the impact of these industrial strikes on the South African economy for the period 1 January 2008 to 31 December 2016 given the availability of data and significant strikes in that period. An examination of the impact strikes has had on the South African economy by running regressions using the generalized autoregressive conditional heteroskedasticity (GARCH) technique. The study also looked at economic variables such as exchange rate, interest rate and the platinum index to determine the effect on the platinum mining sector. Regression equations are tested to prove the effects strikes have on theses variables and the economy at large , Thesis (MA) -- Faculty of Faculty of Business and Economic Sciences, 2023
- Full Text:
- Date Issued: 2023-04
- Authors: Malusi, Zintle
- Date: 2023-04
- Subjects: Platinum group Industry , South African economy
- Language: English
- Type: Master's theses , text
- Identifier: http://hdl.handle.net/10948/61648 , vital:71822
- Description: The platinum group metals (PGM) mining sector is the largest component of the South African mining sector based on its contribution to GDP, employment and its overall contribution to the South African economy. Over the past decades South African production of PGMs has been declining, but post global financial crisis the country’s production growth has reduced due to the significant labour disruptions the industry has faced since late 2010. This paper aims to analyse the impact of these industrial strikes on the South African economy for the period 1 January 2008 to 31 December 2016 given the availability of data and significant strikes in that period. An examination of the impact strikes has had on the South African economy by running regressions using the generalized autoregressive conditional heteroskedasticity (GARCH) technique. The study also looked at economic variables such as exchange rate, interest rate and the platinum index to determine the effect on the platinum mining sector. Regression equations are tested to prove the effects strikes have on theses variables and the economy at large , Thesis (MA) -- Faculty of Faculty of Business and Economic Sciences, 2023
- Full Text:
- Date Issued: 2023-04
An efficient approach for the synthesis of dolutegravir and its analogue exploiting flow chemistry
- Authors: Nqeketo, Sinazo
- Date: 2023-04
- Subjects: HIV (Viruses) – Enzymes –Inhibitors , Antiviral agents -- South Africa
- Language: English
- Type: Doctoral theses , text
- Identifier: http://hdl.handle.net/${Handle} , vital:70635
- Description: Africa has the highest Human Immunodeficiency Virus (HIV) prevalence in the world and has invested heavily in running its HIV programmes and conducting research of medical significance. Despite efforts in combating this disease the production, distribution, cost, and availability of antiretroviral (ARV) generics remains a major problem as they are imported from China and India. Exploring the recently emerged “enabling technique”, namely flow chemistry in the production of APIs has gained a lot of attention. This study was devoted on exploring the application of flow chemistry on the synthesis of a newly approved anti-HIV drug dolutegravir (DTG); an integrase inhibitor with a high genetic barrier to resistance with a daily dosing scheduled compared to other ARVs and its third-generation inhibitor analogue, cabotegravir. Chapter one covers a comprehensive background and literature review of the HIV epidemic, an introduction of antiretroviral therapy as well as detailed dolutegravir and cabotegravir synthesis. A brief introduction of continuous flow technology with its advantages and disadvantages is discussed in this chapter. The efficient seven-step continuous flow procedure afforded dolutegravir and cabotegravir in improved reaction times and yields compared to the traditional batch procedure was demonstrated. The significant advantage of this flow process includes the reduction of the overall reaction time from step one to step seven, from prolonged 68 hours in batch to 34 minutes. The overall yield of each reaction step improved dramatically upon flow optimization. The yields of the second step (selective ester hydrolysis), fourth step (cyclization) and fifth step (amidation) increased from 64 %, 40 % and 33 % in batch to 98 %, 71 % and 100 % yield by HPLC respectively. Other than improved yields and residence times which was aided advantages of microreactor technology including intensive mixing, the flow process is also much better because it is cost effective. Most importantly, a novel process on the formation of pyridinone intermediate using ion-exchange resin catalysts towards the synthesis of dolutegravir and cabotegravir was described in this study , Thesis (PhD) -- Faculty of Science, School of Biomolecular and Chemical Science, 2023
- Full Text:
- Date Issued: 2023-04
- Authors: Nqeketo, Sinazo
- Date: 2023-04
- Subjects: HIV (Viruses) – Enzymes –Inhibitors , Antiviral agents -- South Africa
- Language: English
- Type: Doctoral theses , text
- Identifier: http://hdl.handle.net/${Handle} , vital:70635
- Description: Africa has the highest Human Immunodeficiency Virus (HIV) prevalence in the world and has invested heavily in running its HIV programmes and conducting research of medical significance. Despite efforts in combating this disease the production, distribution, cost, and availability of antiretroviral (ARV) generics remains a major problem as they are imported from China and India. Exploring the recently emerged “enabling technique”, namely flow chemistry in the production of APIs has gained a lot of attention. This study was devoted on exploring the application of flow chemistry on the synthesis of a newly approved anti-HIV drug dolutegravir (DTG); an integrase inhibitor with a high genetic barrier to resistance with a daily dosing scheduled compared to other ARVs and its third-generation inhibitor analogue, cabotegravir. Chapter one covers a comprehensive background and literature review of the HIV epidemic, an introduction of antiretroviral therapy as well as detailed dolutegravir and cabotegravir synthesis. A brief introduction of continuous flow technology with its advantages and disadvantages is discussed in this chapter. The efficient seven-step continuous flow procedure afforded dolutegravir and cabotegravir in improved reaction times and yields compared to the traditional batch procedure was demonstrated. The significant advantage of this flow process includes the reduction of the overall reaction time from step one to step seven, from prolonged 68 hours in batch to 34 minutes. The overall yield of each reaction step improved dramatically upon flow optimization. The yields of the second step (selective ester hydrolysis), fourth step (cyclization) and fifth step (amidation) increased from 64 %, 40 % and 33 % in batch to 98 %, 71 % and 100 % yield by HPLC respectively. Other than improved yields and residence times which was aided advantages of microreactor technology including intensive mixing, the flow process is also much better because it is cost effective. Most importantly, a novel process on the formation of pyridinone intermediate using ion-exchange resin catalysts towards the synthesis of dolutegravir and cabotegravir was described in this study , Thesis (PhD) -- Faculty of Science, School of Biomolecular and Chemical Science, 2023
- Full Text:
- Date Issued: 2023-04
An evaluation of the effectiveness of area-based conservation intervention in avoiding biodiversity loss in South Africa
- Authors: Van Straten, Maurice Oswald
- Date: 2023-04
- Subjects: Soil conservation -- South Africa , Livestock farms – South Africa
- Language: English
- Type: Master's theses , text
- Identifier: http://hdl.handle.net/10948/61132 , vital:69765
- Description: Habitat degradation, livestock farming, crop cultivation, rangeland overutilization and veld mismanagement are among the factors causing biodiversity loss worldwide. Rangelands in arid and semi-arid environments are no exception, as they are under stress from conversion into cropland and pressure from livestock farming. In these arid areas, rainfall is unpredictable and plant recruitment levels low, resulting in veld rehabilitation being a potentially expensive and time-consuming undertaking for landowners. Landowners implement different rehabilitation methods to increase overall vegetation cover and prevent further soil and vegetation degradation. These rehabilitation methods may include the creation of micro-catchments, mulching, brushpacking, ripping, geotextiles, stone cobbling and erosion control fences, individually or in combination with the addition of reseeding, replanting, and use of manure or fertilizer to supplement land rehabilitation. This study investigated the significance of three rehabilitation methods (hollows, brush packing and a combination of these two methods) on water infiltration rates, soil moisture content, and vegetation canopy cover with associated growth form canopy cover over a period of 17 months (March 2021 to August 2022). This study showed that rehabilitation methods implemented had no significant impact on water infiltration rates and vegetation canopy cover. However, rehabilitation methods had a significant impact on soil moisture content. The use of a hollows is recommended when attempting to increase the soil moisture content percentage when performing rehabilitation. Overall vegetation canopy cover is influenced more by seasonal changes than by the rehabilitation methods implemented. This study indicated that the creation of micro-catchments is an effective rehabilitation method to use in an arid area, as it promotes vegetation establishment and growth. , Thesis (MSc) -- Faculty of Science, School of Natural Resource Science and Management , 2023
- Full Text:
- Date Issued: 2023-04
- Authors: Van Straten, Maurice Oswald
- Date: 2023-04
- Subjects: Soil conservation -- South Africa , Livestock farms – South Africa
- Language: English
- Type: Master's theses , text
- Identifier: http://hdl.handle.net/10948/61132 , vital:69765
- Description: Habitat degradation, livestock farming, crop cultivation, rangeland overutilization and veld mismanagement are among the factors causing biodiversity loss worldwide. Rangelands in arid and semi-arid environments are no exception, as they are under stress from conversion into cropland and pressure from livestock farming. In these arid areas, rainfall is unpredictable and plant recruitment levels low, resulting in veld rehabilitation being a potentially expensive and time-consuming undertaking for landowners. Landowners implement different rehabilitation methods to increase overall vegetation cover and prevent further soil and vegetation degradation. These rehabilitation methods may include the creation of micro-catchments, mulching, brushpacking, ripping, geotextiles, stone cobbling and erosion control fences, individually or in combination with the addition of reseeding, replanting, and use of manure or fertilizer to supplement land rehabilitation. This study investigated the significance of three rehabilitation methods (hollows, brush packing and a combination of these two methods) on water infiltration rates, soil moisture content, and vegetation canopy cover with associated growth form canopy cover over a period of 17 months (March 2021 to August 2022). This study showed that rehabilitation methods implemented had no significant impact on water infiltration rates and vegetation canopy cover. However, rehabilitation methods had a significant impact on soil moisture content. The use of a hollows is recommended when attempting to increase the soil moisture content percentage when performing rehabilitation. Overall vegetation canopy cover is influenced more by seasonal changes than by the rehabilitation methods implemented. This study indicated that the creation of micro-catchments is an effective rehabilitation method to use in an arid area, as it promotes vegetation establishment and growth. , Thesis (MSc) -- Faculty of Science, School of Natural Resource Science and Management , 2023
- Full Text:
- Date Issued: 2023-04
An evaluation of the effectiveness of area-based conservation interventions in avoiding biodiversity loss in South Africa
- Authors: Von Staden, Lize
- Date: 2023-04
- Subjects: Environmental policy , Conservation of natural resources -- Government policy -- South Africa
- Language: English
- Type: Doctoral theses , text
- Identifier: http://hdl.handle.net/10948/61115 , vital:69762
- Description: Counterfactual impact evaluation studies form an important evidence base for the effectiveness of conservation projects, programs, and policies (collectively referred to as conservation interventions). In South Africa, counterfactual impact evaluation methods have rarely been applied to local conservation interventions, and therefore evidence for the effectiveness of key strategic national conservation approaches is lacking. This study evaluated three area-based interventions that together aim to avoid the loss of areas most important for the persistence of biodiversity in the terrestrial realm as evidence towards the effectiveness of South Africa’s landscape approach to biodiversity conservation. The first intervention, South Africa’s National Protected Area Expansion Strategy (NPAES), set ambitious targets to double the extent of South Africa’s protected area network while ensuring that the expansion preferentially occurs in areas of under-represented biodiversity. The strategy was evaluated in terms of its effectiveness in guiding protected area expansion towards more equitable representation of South Africa’s biodiversity through an assessment of changes in indicators of protected area expansion decision-making before and after the implementation of the strategy. The second intervention is the use of maps of biodiversity priorities to guide land use change decisions outside protected areas. Impact was evaluated as avoided loss of Critical Biodiversity Areas (CBAs), which need to remain in a natural condition to meet in situ conservation targets for species, ecosystems, and ecological processes. Avoided loss in CBAs was benchmarked against avoided loss in protected areas, to contextualize the effectiveness of land use planning as a conservation intervention. Lastly, the effectiveness of stricter land use regulations for threatened ecosystems to reduce land conversion pressure on these ecosystems was evaluated. Key findings were that protected areas are highly effective conservation interventions where they can be implemented, but their capacity for conservation impact is limited by severe constraints on strategic expansion. , Thesis (PhD) -- Faculty of Science, School of Environmental Sciences, 2023
- Full Text:
- Date Issued: 2023-04
- Authors: Von Staden, Lize
- Date: 2023-04
- Subjects: Environmental policy , Conservation of natural resources -- Government policy -- South Africa
- Language: English
- Type: Doctoral theses , text
- Identifier: http://hdl.handle.net/10948/61115 , vital:69762
- Description: Counterfactual impact evaluation studies form an important evidence base for the effectiveness of conservation projects, programs, and policies (collectively referred to as conservation interventions). In South Africa, counterfactual impact evaluation methods have rarely been applied to local conservation interventions, and therefore evidence for the effectiveness of key strategic national conservation approaches is lacking. This study evaluated three area-based interventions that together aim to avoid the loss of areas most important for the persistence of biodiversity in the terrestrial realm as evidence towards the effectiveness of South Africa’s landscape approach to biodiversity conservation. The first intervention, South Africa’s National Protected Area Expansion Strategy (NPAES), set ambitious targets to double the extent of South Africa’s protected area network while ensuring that the expansion preferentially occurs in areas of under-represented biodiversity. The strategy was evaluated in terms of its effectiveness in guiding protected area expansion towards more equitable representation of South Africa’s biodiversity through an assessment of changes in indicators of protected area expansion decision-making before and after the implementation of the strategy. The second intervention is the use of maps of biodiversity priorities to guide land use change decisions outside protected areas. Impact was evaluated as avoided loss of Critical Biodiversity Areas (CBAs), which need to remain in a natural condition to meet in situ conservation targets for species, ecosystems, and ecological processes. Avoided loss in CBAs was benchmarked against avoided loss in protected areas, to contextualize the effectiveness of land use planning as a conservation intervention. Lastly, the effectiveness of stricter land use regulations for threatened ecosystems to reduce land conversion pressure on these ecosystems was evaluated. Key findings were that protected areas are highly effective conservation interventions where they can be implemented, but their capacity for conservation impact is limited by severe constraints on strategic expansion. , Thesis (PhD) -- Faculty of Science, School of Environmental Sciences, 2023
- Full Text:
- Date Issued: 2023-04
An evaluation of the legislative framework for public infrastructure investment to reduce unemployment in South Africa
- Authors: Daniel, Nwabisa Nandipha
- Date: 2023-04
- Subjects: Unemployment--South Africa , unemployment Statistics
- Language: English
- Type: Master's theses , text
- Identifier: http://hdl.handle.net/10948/61086 , vital:69739
- Description: This study evaluated South Africa’s legislative framework for public infrastructure investment to determine its effectiveness in reducing unemployment. The study is primarily driven by South Africa’s persistent challenge of unemployment with Statistics South Africa estimating the unemployment rate at 35.5 per cent or 7.9 million labourers. Persistently high levels of unemployment harm the socio-economy as unemployment increases poverty and contributes to inequality. For the government an increase in expenditure on social relief programmes, while offering some relief, decreases revenue collection. In order to mitigate this imbalance, the South African government identified public infrastructure investment as a stimulus for economic growth and create employment, such as in the Expanded Public Works Programme initiative. The legislative framework is an important aspect of study as policy is legitimised and implemented through the legislative framework. Previous studies have focused on the effect of fiscal policy on economic growth and employment creation. These studies have also used quantitative data analysis to explain the relationship between fiscal policy, economic growth, and unemployment. Other studies have focused on public policy planning and implementation, and some of the policies that have been implemented to address unemployment. This study focused on public infrastructure investments specifically rather than fiscal policy in general. The study also examined the legislative framework to determine whether it is effective in reducing unemployment through public infrastructure investment. The study made used qualitative data analysis as the researcher undertook a document analysis of publicly available documents which were sampled using a purposive sampling technique and analysed using the thematic analysis method. The findings of the study were that the legislative framework supported employment creation through public infrastructure investment through the establishment of a public institution to support the construction industry, the use of local content as inputs and labour-intensive technologies in the infrastructure delivery process. The legislative framework was not effective in supporting the policy, which is demonstrated by the perpetually high unemployment rate despite unemployment alleviating initiatives being implemented in the early and mid-2000s , Thesis (MSc) -- Faculty of business and economic sciences, 2023
- Full Text:
- Date Issued: 2023-04
- Authors: Daniel, Nwabisa Nandipha
- Date: 2023-04
- Subjects: Unemployment--South Africa , unemployment Statistics
- Language: English
- Type: Master's theses , text
- Identifier: http://hdl.handle.net/10948/61086 , vital:69739
- Description: This study evaluated South Africa’s legislative framework for public infrastructure investment to determine its effectiveness in reducing unemployment. The study is primarily driven by South Africa’s persistent challenge of unemployment with Statistics South Africa estimating the unemployment rate at 35.5 per cent or 7.9 million labourers. Persistently high levels of unemployment harm the socio-economy as unemployment increases poverty and contributes to inequality. For the government an increase in expenditure on social relief programmes, while offering some relief, decreases revenue collection. In order to mitigate this imbalance, the South African government identified public infrastructure investment as a stimulus for economic growth and create employment, such as in the Expanded Public Works Programme initiative. The legislative framework is an important aspect of study as policy is legitimised and implemented through the legislative framework. Previous studies have focused on the effect of fiscal policy on economic growth and employment creation. These studies have also used quantitative data analysis to explain the relationship between fiscal policy, economic growth, and unemployment. Other studies have focused on public policy planning and implementation, and some of the policies that have been implemented to address unemployment. This study focused on public infrastructure investments specifically rather than fiscal policy in general. The study also examined the legislative framework to determine whether it is effective in reducing unemployment through public infrastructure investment. The study made used qualitative data analysis as the researcher undertook a document analysis of publicly available documents which were sampled using a purposive sampling technique and analysed using the thematic analysis method. The findings of the study were that the legislative framework supported employment creation through public infrastructure investment through the establishment of a public institution to support the construction industry, the use of local content as inputs and labour-intensive technologies in the infrastructure delivery process. The legislative framework was not effective in supporting the policy, which is demonstrated by the perpetually high unemployment rate despite unemployment alleviating initiatives being implemented in the early and mid-2000s , Thesis (MSc) -- Faculty of business and economic sciences, 2023
- Full Text:
- Date Issued: 2023-04
An evaluation of the national minimum wage dispensation
- Authors: Masenya, Mogodi
- Date: 2023-04
- Subjects: Evaluation , Minimum wage -- distribution , South Africa
- Language: English
- Type: Master's theses , Thesis
- Identifier: http://hdl.handle.net/10948/60807 , vital:67833
- Description: After South Africa became a democratic country, there was a shift in the labour and employment sector. This led to introduction of new labour laws which would be in harmony with the constitutional dream and objectives. As such, the BCEA was introduced to bring about change to the basic conditions of employment. As a result of this, new minimum wages policies and laws were enacted. The wages were to be determined by the following means: first way was by means of bargaining council agreements, the second way by means of statutory council agreements, and the third way by means of sectoral determinations. The sectoral determinations policy was introduced through the BCEA. The BCEA through the ECC promulgated sectoral determinations which was aimed to establish minimum wages and conditions of employment for workers in the sectors deemed to be vulnerable. A minimum wage was firstly adopted in New Zealand and in European countries as early as the 19th century. This policy was then widely adopted after the establishment of the International Labour Organisation. The purpose or aim of a minimum wage is to protect workers against exploitatively low pay and to ensure a just and equitable share of the profits of work, thus creating a minimum living wage for all those that are employed and in need of such protection. Minimum wages are also often used as a policy tool to reduce poverty and inequality, including between men and women, by advocating for equal pay for work of equal value. Convention No. 131 and Recommendation No 135 are the key international conventions that determine minimum wage fixing. Convention No. 131 and Recommendation No. 135 seek to ensure that the minimum wage is set at a certain level that allows workers and their families to meet their needs. Article 4 of Convention No. 131 requires the creation and maintenance of machinery adapted to national conditions and requirements whereby minimum wages for groups of wage earners covered under article 1 can be fixed and adjusted from time to time. However, the situation of minimum wages differs between developed and developing countries. This raises a concern, more particularly, whether developing countries can be able to adopt the minimum wage policy. This research makes investigate the adoption of iv minimum wage policy in developed and developing countries, and how it affected their socio-economic status. On about 2018, South Africa enacted the National Minimum Wage Act. This Act was aimed at establishing a floor of minimum wage for all employees. This Act was intended to promote and protect vulnerable workers who were left out from the previous wage policies. The long-term aim of a minimum wage was to remove the problem of poverty pay, which exists when the earnings from paid work do not result in a living minimum wage and fail to push people out of poverty. When this Act was enacted, the national minimum wage floor was set at R20 per hour. However, in EPWP, Domestic Worker, and Farm workers had lower rates because they were regulated by other laws. Furthermore, there were challenges of non-compliance by employers. The national minimum wage policy as a socio-economic tool has had an impact on several levels of the economy. This policy has contributed to either alleviation or elevation of poverty and unemployment. Therefore, this study looks at the impact the minimum wage has had on these 2 aspects of life. The research provides a specific asymmetric data of the impact of the policy in all sectors throughout the time since this policy was adopted. It further shows how the minimum wage policy intervention has been affected by covid 19 pandemic. This empirical evidence is provided by way of charts and graphs to demonstrate the changes that has occurred. At the end of the treatise a conclusion on how this policy has affected the South African economy is reached. Furthermore, recommendations on how economic risks posed by the minimum wage policy can be reduced. , Thesis (LLM) -- Faculty of Law, School of Mercantile law, 2023
- Full Text:
- Date Issued: 2023-04
- Authors: Masenya, Mogodi
- Date: 2023-04
- Subjects: Evaluation , Minimum wage -- distribution , South Africa
- Language: English
- Type: Master's theses , Thesis
- Identifier: http://hdl.handle.net/10948/60807 , vital:67833
- Description: After South Africa became a democratic country, there was a shift in the labour and employment sector. This led to introduction of new labour laws which would be in harmony with the constitutional dream and objectives. As such, the BCEA was introduced to bring about change to the basic conditions of employment. As a result of this, new minimum wages policies and laws were enacted. The wages were to be determined by the following means: first way was by means of bargaining council agreements, the second way by means of statutory council agreements, and the third way by means of sectoral determinations. The sectoral determinations policy was introduced through the BCEA. The BCEA through the ECC promulgated sectoral determinations which was aimed to establish minimum wages and conditions of employment for workers in the sectors deemed to be vulnerable. A minimum wage was firstly adopted in New Zealand and in European countries as early as the 19th century. This policy was then widely adopted after the establishment of the International Labour Organisation. The purpose or aim of a minimum wage is to protect workers against exploitatively low pay and to ensure a just and equitable share of the profits of work, thus creating a minimum living wage for all those that are employed and in need of such protection. Minimum wages are also often used as a policy tool to reduce poverty and inequality, including between men and women, by advocating for equal pay for work of equal value. Convention No. 131 and Recommendation No 135 are the key international conventions that determine minimum wage fixing. Convention No. 131 and Recommendation No. 135 seek to ensure that the minimum wage is set at a certain level that allows workers and their families to meet their needs. Article 4 of Convention No. 131 requires the creation and maintenance of machinery adapted to national conditions and requirements whereby minimum wages for groups of wage earners covered under article 1 can be fixed and adjusted from time to time. However, the situation of minimum wages differs between developed and developing countries. This raises a concern, more particularly, whether developing countries can be able to adopt the minimum wage policy. This research makes investigate the adoption of iv minimum wage policy in developed and developing countries, and how it affected their socio-economic status. On about 2018, South Africa enacted the National Minimum Wage Act. This Act was aimed at establishing a floor of minimum wage for all employees. This Act was intended to promote and protect vulnerable workers who were left out from the previous wage policies. The long-term aim of a minimum wage was to remove the problem of poverty pay, which exists when the earnings from paid work do not result in a living minimum wage and fail to push people out of poverty. When this Act was enacted, the national minimum wage floor was set at R20 per hour. However, in EPWP, Domestic Worker, and Farm workers had lower rates because they were regulated by other laws. Furthermore, there were challenges of non-compliance by employers. The national minimum wage policy as a socio-economic tool has had an impact on several levels of the economy. This policy has contributed to either alleviation or elevation of poverty and unemployment. Therefore, this study looks at the impact the minimum wage has had on these 2 aspects of life. The research provides a specific asymmetric data of the impact of the policy in all sectors throughout the time since this policy was adopted. It further shows how the minimum wage policy intervention has been affected by covid 19 pandemic. This empirical evidence is provided by way of charts and graphs to demonstrate the changes that has occurred. At the end of the treatise a conclusion on how this policy has affected the South African economy is reached. Furthermore, recommendations on how economic risks posed by the minimum wage policy can be reduced. , Thesis (LLM) -- Faculty of Law, School of Mercantile law, 2023
- Full Text:
- Date Issued: 2023-04
An exploration of the Participatory Guarantee System (PGS) facilitating the growth and certification of small-scale organic farmers: Giyani, Garden Route and Overberg case studies
- Authors: Mashele,N’wa-Jama
- Date: 2023-04
- Subjects: Organic farming – Case studies --South Africa , Organic farming research
- Language: English
- Type: Doctoral theses , text
- Identifier: http://hdl.handle.net/10948/60741 , vital:66574
- Description: In this study, I evaluated the Participatory Guarantee System (PGS) as a framework to support the growth and certification of small-scale organic farmers. I used the interpretivism and constructivism lenses to understand the PGS from the perspective of members of three PGS groups. The research was qualitative, treating the three PGS groups as case studies. I collected data using focus groups, semi-structured interviews, questionnaires, field notes and observations. The theoretical frameworks that guided the research and data analysis were Socio-ecological Systems (SES) based principles and the Multi-Level-Perspective (MLP) framework. The data were analysed using Atlas.ti content analysis software. The key results were grouped into four themes: capacity; market and logistics; learning process; and disturbance, shock and stress. The theme of ‘capacity’ dealt with the functioning of a PGS, where three categories were identified: group composition and capacity; resource limitations and institutional support; marketing and consumer education. The more diversity in age, education and culture of PGS stakeholders, the better performance and chances of continuity and propagation. PGS has limited capacity partly due to its voluntary nature and infancy. It needs institutional support to grow and be useful for members. Department of Agriculture extension officers knew little about organic farming, thus limiting their engagement and assistance to such farmers. The theme of ‘market and logistics’ looked at the various factors that influence the farmers’ market reach. The perception from the members was that there was minimal consumer awareness about organic agriculture and the PGS. The marketing of organic produce relied largely on the individual farmer’s efforts and ability to search for and secure markets. The theme of the ‘learning process’ was categorised into learning and knowledge exchange. Members of the PGS groups highly regarded the invaluable knowledge shared through farm visits and online platforms, such as their WhatsApp groups. This knowledge improved and informed their farming techniques and led to the growth of v their skill base and experimentation. They viewed the way knowledge was exchanged as non-threatening and highly useful. The fourth theme of ‘disturbance, shock and stress’ dealt with the effects of COVID19. The three groups were all affected by lockdown restrictions (at the time of data collection) and were initially cut off from their usual markets. This led to a loss of income, loss of farm staff and a loss of the desired growth of the farms. The group’s diverse farming practices bolstered their resilience, enabling them to adapt and try alternative marketing strategies. , Thesis (MSc) -- Faculty of Science, School of Natural Resource Management, 2023
- Full Text:
- Date Issued: 2023-04
- Authors: Mashele,N’wa-Jama
- Date: 2023-04
- Subjects: Organic farming – Case studies --South Africa , Organic farming research
- Language: English
- Type: Doctoral theses , text
- Identifier: http://hdl.handle.net/10948/60741 , vital:66574
- Description: In this study, I evaluated the Participatory Guarantee System (PGS) as a framework to support the growth and certification of small-scale organic farmers. I used the interpretivism and constructivism lenses to understand the PGS from the perspective of members of three PGS groups. The research was qualitative, treating the three PGS groups as case studies. I collected data using focus groups, semi-structured interviews, questionnaires, field notes and observations. The theoretical frameworks that guided the research and data analysis were Socio-ecological Systems (SES) based principles and the Multi-Level-Perspective (MLP) framework. The data were analysed using Atlas.ti content analysis software. The key results were grouped into four themes: capacity; market and logistics; learning process; and disturbance, shock and stress. The theme of ‘capacity’ dealt with the functioning of a PGS, where three categories were identified: group composition and capacity; resource limitations and institutional support; marketing and consumer education. The more diversity in age, education and culture of PGS stakeholders, the better performance and chances of continuity and propagation. PGS has limited capacity partly due to its voluntary nature and infancy. It needs institutional support to grow and be useful for members. Department of Agriculture extension officers knew little about organic farming, thus limiting their engagement and assistance to such farmers. The theme of ‘market and logistics’ looked at the various factors that influence the farmers’ market reach. The perception from the members was that there was minimal consumer awareness about organic agriculture and the PGS. The marketing of organic produce relied largely on the individual farmer’s efforts and ability to search for and secure markets. The theme of the ‘learning process’ was categorised into learning and knowledge exchange. Members of the PGS groups highly regarded the invaluable knowledge shared through farm visits and online platforms, such as their WhatsApp groups. This knowledge improved and informed their farming techniques and led to the growth of v their skill base and experimentation. They viewed the way knowledge was exchanged as non-threatening and highly useful. The fourth theme of ‘disturbance, shock and stress’ dealt with the effects of COVID19. The three groups were all affected by lockdown restrictions (at the time of data collection) and were initially cut off from their usual markets. This led to a loss of income, loss of farm staff and a loss of the desired growth of the farms. The group’s diverse farming practices bolstered their resilience, enabling them to adapt and try alternative marketing strategies. , Thesis (MSc) -- Faculty of Science, School of Natural Resource Management, 2023
- Full Text:
- Date Issued: 2023-04
An explorative study into the introduction of sugar tax in the sugar industry: A case of Illovo
- Authors: Jacobs, Nomfundo
- Date: 2023-04
- Subjects: Sugar Trade , Maple sugar industry
- Language: English
- Type: Master's theses , text
- Identifier: http://hdl.handle.net/10948/61350 , vital:70421
- Description: An explorative study into the introduction of sugar tax in the sugar industry: A case of Illovo. The purpose of this study was to assess the impact of the sugar tax on the South African sugar industry, Illovo Sugar in particular. This tax was introduced in 2018 and it only affected the beverage industry, with its effects being concentrated on industrial sales. The government's intention was to reduce the rising levels of non-communicable diseases such as diabetes and heart diseases, in response to the increased sugar consumption in the country. In addition, the introduction of this tax was expected to reduce sugar consumption in the country, thereby improving public health. Ultimately, the government wanted to encourage citizens to adjust their lifestyles by reducing their sugar intake. To this end, the sugar tax was implemented with the expectation that it would lead to a decrease in sugar consumption in South Africa. The researcher made use of the qualitative research method to collect the data. This enabled a comprehensive understanding of the research topic, as the participants chosen had been working in the sugar industry for a number of years and could give detailed accounts of the implications of the tax on the industry and the communities. Furthermore, the researcher conducted in-depth interviews with the participants to better understand their perceptions on how the tax had impacted their businesses. The data collected was then analysed according to thematic content analysis, and this produced factual, reliable, and valid results. The findings of this study revealed that the sugar tax had a negative impact on Illovo's business operations. Despite this, Illovo was able to leverage its resources and expertise to devise strategies for mitigating the impact of the sugar tax, allowing them to remain competitive in their industry. This included focusing on independent stores and restructuring staff and resources to manage the lower sugar demand. Additionally, Illovo also looked at selling sugar to more profitable customers, helping to reduce costs and associated risk. Despite the strategies adopted, further research is recommended in order to gain a more comprehensive understanding into the phenomenon using a large sample size. This v would allow for further insights into the impact of the sugar tax on the South African sugar industry and whether any changes need to be made in order to ensure that it continues to remain competitive in the industry. Furthermore, research should also be conducted into the implications of the sugar tax on other sectors of the economy, as policy makers may need to consider the possible effects on other industries and even on the government itself versus the possible benefits to the public. Additionally, this research could also be extended to include a longitudinal study in order to capture any changes that take place in the years to come. These changes may include further price adjustments, changes in consumer behaviour, and any possible implications on public health. This would allow for a greater understanding of the implications of this tax for both the industry and society. , Thesis (MA) -- Faculty of Faculty of Business and Economic Sciences, 2023
- Full Text:
- Date Issued: 2023-04
- Authors: Jacobs, Nomfundo
- Date: 2023-04
- Subjects: Sugar Trade , Maple sugar industry
- Language: English
- Type: Master's theses , text
- Identifier: http://hdl.handle.net/10948/61350 , vital:70421
- Description: An explorative study into the introduction of sugar tax in the sugar industry: A case of Illovo. The purpose of this study was to assess the impact of the sugar tax on the South African sugar industry, Illovo Sugar in particular. This tax was introduced in 2018 and it only affected the beverage industry, with its effects being concentrated on industrial sales. The government's intention was to reduce the rising levels of non-communicable diseases such as diabetes and heart diseases, in response to the increased sugar consumption in the country. In addition, the introduction of this tax was expected to reduce sugar consumption in the country, thereby improving public health. Ultimately, the government wanted to encourage citizens to adjust their lifestyles by reducing their sugar intake. To this end, the sugar tax was implemented with the expectation that it would lead to a decrease in sugar consumption in South Africa. The researcher made use of the qualitative research method to collect the data. This enabled a comprehensive understanding of the research topic, as the participants chosen had been working in the sugar industry for a number of years and could give detailed accounts of the implications of the tax on the industry and the communities. Furthermore, the researcher conducted in-depth interviews with the participants to better understand their perceptions on how the tax had impacted their businesses. The data collected was then analysed according to thematic content analysis, and this produced factual, reliable, and valid results. The findings of this study revealed that the sugar tax had a negative impact on Illovo's business operations. Despite this, Illovo was able to leverage its resources and expertise to devise strategies for mitigating the impact of the sugar tax, allowing them to remain competitive in their industry. This included focusing on independent stores and restructuring staff and resources to manage the lower sugar demand. Additionally, Illovo also looked at selling sugar to more profitable customers, helping to reduce costs and associated risk. Despite the strategies adopted, further research is recommended in order to gain a more comprehensive understanding into the phenomenon using a large sample size. This v would allow for further insights into the impact of the sugar tax on the South African sugar industry and whether any changes need to be made in order to ensure that it continues to remain competitive in the industry. Furthermore, research should also be conducted into the implications of the sugar tax on other sectors of the economy, as policy makers may need to consider the possible effects on other industries and even on the government itself versus the possible benefits to the public. Additionally, this research could also be extended to include a longitudinal study in order to capture any changes that take place in the years to come. These changes may include further price adjustments, changes in consumer behaviour, and any possible implications on public health. This would allow for a greater understanding of the implications of this tax for both the industry and society. , Thesis (MA) -- Faculty of Faculty of Business and Economic Sciences, 2023
- Full Text:
- Date Issued: 2023-04