SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Compile debtor correspondence in accordance with legislation and standard procedures 
SAQA US ID UNIT STANDARD TITLE
116598  Compile debtor correspondence in accordance with legislation and standard procedures 
ORIGINATOR
SGB Administration 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Office Administration 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular-Fundamental  Level 4  NQF Level 04 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
This unit standard forms part of the qualification, FETC: Debt Recovery. This standard will add value to learners who have their own or wish to start their own Debt Recovery business, or those doing debt recovery in large Debt Recovery organisations. This standard will also add value to learners working in a large commercial organisation in the Debt Recovery/Credit control division.

The qualifying learner is capable of:
  • Preparing material for inclusion in debtor correspondence
  • Preparing draft correspondence
  • Revising draft correspondence
  • Forwarding correspondence 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    It is assumed that learners are competent in:
  • Communication at NQF Level 3
  • Mathematical Literacy at NQF Level 3
  • Computer Literacy at NQF level 3
  • The Unit Standard entitled, "Present information in report format" 

  • UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Prepare material for inclusion in debtor correspondence. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Appropriate method of correspondence is identified to suit clients and nature of debt. 

    ASSESSMENT CRITERION 2 
    All support material is gathered from case history file. 

    ASSESSMENT CRITERION 3 
    Additional discussions with debtors are noted and incorporated in preparatory documentation. 

    ASSESSMENT CRITERION 4 
    Any additional information that is relevant to the correspondence is obtained from relevant stakeholders. 

    ASSESSMENT CRITERION 5 
    Material is grouped and sequenced in a logical fashion. 

    ASSESSMENT CRITERION 6 
    Correct amount of money owed is established and any costs, fees and interest added according to legislative and company rules, regulations and creditor mandates. 

    SPECIFIC OUTCOME 2 
    Prepare draft correspondence. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    A template for writing typical letters is obtained from relevant sources. 
    ASSESSMENT CRITERION RANGE 
    Sources of correspondence include but are not limited to company and commercially available templates.
     

    ASSESSMENT CRITERION 2 
    The template letter is customised utilising all material and notes gathered. 

    ASSESSMENT CRITERION 3 
    The letter is drafted in logical sequence according to the way in which the material was prepared and gathered. 

    ASSESSMENT CRITERION 4 
    The outstanding account details are referred to in the first paragraph to effectively outline the purpose of the letter and reference number is clearly stated. 

    ASSESSMENT CRITERION 5 
    Any actions that are agreed to in the discussion with the debtor are summarised clearly in the closing of the letter, along with deadlines for actions, if applicable. 

    SPECIFIC OUTCOME 3 
    Revise draft correspondence. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The first draft is proof read and reworked if necessary. 
    ASSESSMENT CRITERION RANGE 
    Reworking of draft letter includes but is not limited to proof reading, rephrasing, removing unnecessary words and phrases, deleting unnecessary information.
     

    ASSESSMENT CRITERION 2 
    Arguments to secure action by debtor are clearly stated. 

    ASSESSMENT CRITERION 3 
    Wording in correspondence complies with legal requirements and organizational code of conduct. 

    SPECIFIC OUTCOME 4 
    Forward correspondence. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Correct method of distribution for correspondence is determined to ensure letter is received by debtor. 

    ASSESSMENT CRITERION 2 
    All measures are taken to ensure that debtor receives correspondence. 
    ASSESSMENT CRITERION RANGE 
    Measures to ensure that debtor receives correspondence includes but are not limited to hand delivery, issuing of registered letters, standard postage.
     

    ASSESSMENT CRITERION 3 
    Measures comply with legislative requirements and code of conduct. 

    ASSESSMENT CRITERION 4 
    Records are kept of dates of distribution of correspondence. 

    ASSESSMENT CRITERION 5 
    Debtor accounts are updated accordingly. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • An individual wishing to be assessed (including through RPL) against this Unit Standard may apply to an assessment agency, assessor or provider institution accredited by the relevant ETQA, or an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Anyone assessing a learner against this Unit Standard must be registered as an assessor with the relevant ETQA or with an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this Unit Standard or assessing this Unit Standard must be accredited as a provider with the relevant ETQA or with an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Moderation of assessment will be conducted by the relevant ETQA at its discretion. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • The acts, related legislation and laws that affect debtor correspondence
  • Business writing skills
  • Company policies pertaining to debt collecting correspondence and templates
  • Client specifications relating to debt collecting requirements
  • Negotiation skills
  • All applicable Codes of Conduct
  • Legal procedures 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO WORKING 
    Learners are able to work effectively with others in order to ensure that all relevant material and templates are gathered for the purposes of debtor correspondence. 

    UNIT STANDARD CCFO ORGANISING 
    Learners are able to organise oneself and one's activities to ensure that correspondence is compiled and distributed timeously. 

    UNIT STANDARD CCFO COLLECTING 
    Learners are able to collect, evaluate, organise and critically evaluate information pertaining the correspondence that must be completed. 

    UNIT STANDARD CCFO COMMUNICATING 
    Learners are able to communicate effectively with all debtors to ensure that they are fully aware of purpose of correspondence and what actions are required in relation thereto. 

    UNIT STANDARD CCFO SCIENCE 
    Learners are able to use science and technology to compile debtor correspondence. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Learners are able to demonstrate an understanding of the world as a set of interrelated systems by recognizing that debtor problem-solving contexts do not exist in isolation and that other related material must be considered for inclusion in debtor correspondence. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  57901   Further Education and Training Certificate: Credit Management  Level 4  NQF Level 04  Reregistered  2023-06-30  FASSET 
    Core  49021   Further Education and Training Certificate: Debt Recovery  Level 4  NQF Level 04  Reregistered  2023-06-30  FASSET 
    Elective  93997   National Certificate: Contact Centre and Business Process Outsourcing Support  Level 3  NQF Level 03  Reregistered  2021-06-30  As per Learning Programmes recorded against this Qual 
    Elective  50479   Further Education and Training Certificate: Advertising  Level 4  NQF Level 04  Reregistered  2023-06-30  MICTS 
    Elective  58394   National Certificate: Film and Television Production  Level 5  Level TBA: Pre-2009 was L5  Reregistered  2023-06-30  MICTS 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    1. ACADEMY BUSINESS SCHOOL 
    2. AMATHUBA HUB 
    3. Artshub Institute (Pty) Ltd 
    4. BATOHI CONSULTING T/A EUREKA TALENT SOLUTIONS 
    5. BC TRAINING ACADEMY 
    6. Big Fish School of Digital Filmmaking (Pty) Ltd 
    7. Boston City Campus & Business Coll 
    8. BRIGHT IDEA PROJECTS 447 PTY LTD T/A MIND -THE- GAP 
    9. CBM TRAINING PTY LTD 
    10. Chartall Business College 
    11. Compuscan Academy 
    12. CUSTOMER CENTRIC SOLUTIONS PTY LTD 
    13. eMedia Investment 
    14. FILM Mentorship & Training 
    15. Footprint Media academy Pty ltd 
    16. Jeppe College of Commerce and Computer Studies 
    17. Media Village Communication 
    18. NEMISA 
    19. OSCAR MADLALA CONSULTING AND PROJECTS CC 
    20. PEOPLE SOLUTIONS 
    21. PRODUCTION MANAGEMENT INSTITUTE OF SOUTHERN AFRICA PTY LTD 
    22. SELLDIRECT MARKETING PTY LTD 
    23. SMART THINKERS SKILLS 
    24. South African Film Institute 
    25. The Media Workshop cc 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.