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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Plan, select and implement resources in a freight handling environment 
SAQA US ID UNIT STANDARD TITLE
244026  Plan, select and implement resources in a freight handling environment 
ORIGINATOR
SGB Transport and Logistics Operations 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 11 - Services Transport, Operations and Logistics 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 5  Level TBA: Pre-2009 was L5  12 
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 replaces: 
US ID Unit Standard Title Pre-2009 NQF Level NQF Level Credits Replacement Status
8049  Planning and selecting resources  Level 6  Level TBA: Pre-2009 was L6  12  Complete 

PURPOSE OF THE UNIT STANDARD 
A learner accredited with this standard will be able to plan and allocate the resources required to maximise efficiencies in service and freight movement (whilst minimising resource costs) in achieving targets in a dynamic freight logistics environment.

The learner will be able to:
  • Identify the resources required to meet the freight handling objectives of the organisation.
  • Identify and select process performance measurement systems.
  • Plan the procurement of resources effectively within financial constraints.
  • Implement and measure approved resource plan. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
  • Communication Literacy at NQF Level 4.
  • Mathematical Literacy at NQF Level 4. 

  • UNIT STANDARD RANGE 
    The applied competence expressed in this standard cover procedures and activities requiring the formulation of responses to resolve both concrete and abstract problems, based on the analysis and evaluation of a wide range of information. The learner has full accountability for achieving personal and group output, with respect to the selection and utilisation of resources in a freight handling environment, within broad parameters to maximise efficiencies in service and freight movement.

    Definitions:

    Product Knowledge:
  • An understanding of particular types of freight and the inherent composition of goods relating to solids, liquids, and gaseous materials with respect to package types and necessary movement and storage requirements.

    Care and Handling:
  • An expert knowledge of product care and handling techniques, utilising management skills towards effectively controlling movements of goods in relation to specific freight type, and in compliance with the customers requirements.

    Resources Selection:
  • Managing the use of human, mechanical and equipment resources with regard to product and package type, utilising the most safe and effective means for handling each product type, in relation to each particular transit period requirement.

    Safety and Securing of Freight:
    Control and management of freight movements within international and national safety legislation, and utilising the agreed standards set within such legislative bodies to safely secure specific freight type needs within the transit cycle.

    Work Study:
  • Work-study is based on:
    > Method study which involves a critical examination of factors and resources involved in existing and proposed ways of doing work in different contexts, in order to develop and implement more effective and efficient work methods.
    > Work measurement, which is used to determine the time it should take for a particular work, in order to effect improvement. 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Identify the resources required to meet the freight handling objectives of the organisation. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The objectives of the organisation are determined to ensure optimal internal movements of freight, taking into account picking activity, storage and handling methods, company stockholding policy and safety requirements. 

    ASSESSMENT CRITERION 2 
    The freight handling resource requirements are identified to ensure optimal internal movements of freight, taking into account picking activity, storage and handling methods, company stockholding policy and safety requirements. 

    ASSESSMENT CRITERION 3 
    Alternative freight handling resources are evaluated and recommendations are motivated to ensure optimal (effective and efficient) internal movements of freight, taking into account picking activity, storage and handling methods, company stockholding policy and safety requirements. 

    ASSESSMENT CRITERION 4 
    Resource plan is developed and implemented, taking into account predetermined external factors to ensure optimal internal movements of freight and legislative compliance. 
    ASSESSMENT CRITERION RANGE 
    Factors include but is not limited to cyclical/seasonal trends, product characteristics, storage methods, customer requirements and workflow principles.
     

    ASSESSMENT CRITERION 5 
    A budget for resources required is developed in conformity with organisational parameters and format to ensure optimal internal movements of freight. 

    SPECIFIC OUTCOME 2 
    Identify and select process performance measurement systems. 
    OUTCOME NOTES 
    Identify and select process performance measurement systems to monitor resource utilisation and maintenance, to achieve productivity targets. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The process performance measurement system is identified, to evaluate the effectiveness and efficiencies of resources. 
    ASSESSMENT CRITERION RANGE 
    Resources include but is not limited to risk management, equipment, machinery, human capital, finance, facilities, commodities, and utilities.
     

    ASSESSMENT CRITERION 2 
    The process performance measurement system is implemented for use to evaluate the effectiveness and efficiencies of resources. 

    SPECIFIC OUTCOME 3 
    Plan the procurement of resources effectively within financial constraints. 
    OUTCOME NOTES 
    Plan/budget for the selection and productive utilisation of resources taking cognisance of organisational objectives. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Key role players who will be affected by resource procurement decisions are identified in terms of organisational objectives. 

    ASSESSMENT CRITERION 2 
    Specifications and/or attributes of resources to be acquired are assessed in terms of organisational objectives. 

    ASSESSMENT CRITERION 3 
    Specifications based on the resources identified are drawn up in terms of organisational objectives. 

    ASSESSMENT CRITERION 4 
    The procurement process is initiated in terms of organisational policies and procedures. 

    SPECIFIC OUTCOME 4 
    Implement and measure approved resource plan. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The resource plan is revised in view of approved budget allocation. 

    ASSESSMENT CRITERION 2 
    Resource utilisation is analysed and interpreted given financial indicators reflecting efficiencies (e.g. forklift vs. gantry crane cost per lift). 

    ASSESSMENT CRITERION 3 
    Resource plan is designed and implemented taking into account predetermined external factors (e.g. cyclical/seasonal trends, product characteristics, storage methods, customer requirements and workflow principles). 

    ASSESSMENT CRITERION 4 
    Relevant legislation is applied in the planning, selection and allocation of resources. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • This Unit Standard will be assessed by an assessor and moderated by a moderator registered with the relevant ETQA.
  • Assessors should be in possession of a relevant qualification that is at least one level higher than the level of this unit standard.
  • Training Providers must be accredited by the relevant ETQA.
  • Assessment should include both formative and summative assessment. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    The learner can understand, explain and apply:
  • Freight types and the different resources required (e.g. perishables require special storage conditions; flammable freight require catchment sumps, sprinkler systems).
  • Different freight movements (e.g. flow through vs. U-flow), storage techniques and workflow principles (LIFO, FIFO etc).
  • Product characteristics (e.g. hazardous/dangerous) and packaging (e.g. loose, bulk) and level of activity (e.g. inward and outward volumes, stockholding levels).
  • Logistical systems relevant to different freight types (solids, liquids and gases including handling, transport and storage methods).
  • Strategic planning environmental and local authority restrictions (e.g. product inherent vice necessitate specific storage techniques).
  • Organisational financial/budgetary constraints in the planning and utilisation of resources, such as human; machinery (e.g. pallet truck) and equipment (e.g. pallet- jack, scanners, computers on board weigh counters); space and time, so as not to comprise future spending requirements.
  • Relevant legislation and regulations including Basic conditions of Employment Act, Employment Equity Act and OHS Act.
  • Resource information for use in operational plans, and where to source requisite information.
  • Basic work study principles and their impact on productivity.
  • Methods, systems and practices (operating technologies) which enhance productivity. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO ORGANISING 
    Managing and organising oneself by planning, sourcing and allocating equipment required for the effective and efficient handling/movement of freight, giving cognisance to external factors (e.g. loading docks, storage methods, floor plan, labelling techniques). 

    UNIT STANDARD CCFO COLLECTING 
  • Collect, analyse, organise and critically evaluate space availability and planning future storage requirements, giving cognisance to historical data, current economic fluctuations, anticipated customer requirements and freight characteristics (e.g. perishable products).
  • Collect, analyse, organise and critically evaluate continuous and cost-effective measurement of manpower performance, and equipment and materials utilisation (e.g. continuous measurement of loss - loss control). 

  • UNIT STANDARD CCFO DEMONSTRATING 
  • Demonstrate initiative in monitoring resource (human and equipment) operational performance by implementing performance appraisal systems.
  • Demonstrate initiative by planning, motivating for and implementing new workflow processes and new technologies for enhanced productivity, performance and cost effectiveness in the workplace.
  • Demonstrate ability to plan and monitor the training and development of staff to ensure competence at every level with the introduction of new technologies and the need for resource care and maintenance.
  • Demonstrate initiative in planning for and implementing contingency plans in the event of unforeseen circumstances (e.g. labour unrest; storage accidents; faulty equipment resources; time constraints).
  • Demonstrate initiative in sourcing valid and reliable information to assist in efficient and effective resource planning, selection and allocation.
  • Demonstrate initiative in contributing to continuous improvements in resource identification and selection, and work design by remaining aware of potential problems and customer requirements. 

  • 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 
    This unit standard replaces unit standard 8049, "Planning and selecting resources", Level 6, 12 credits. 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  58473   National Diploma: Freight Handling Logistics  Level 5  NQF Level 05  Reregistered  2023-06-30  TETA 


    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. Aldabri 106 Institute for Quality Pty Ltd 
    2. Makwedeng Training 
    3. SA Maritime School and Transport College 



    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.