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: 

Secure freight forwarding business 
SAQA US ID UNIT STANDARD TITLE
252253  Secure freight forwarding business 
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 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 
The person credited with this unit standard is able to offer the right services to the client according to their needs and requirements. The learner will source new clients for the purpose of building long term relationships. The learner will also be able to assess client's needs and evaluate these against organisational resources and products. The learner will be able to draft proposals and discuss client needs and concerns and then offer a final contract to the client for approval.

The qualifying learner is capable of:
  • Demonstrating an understanding of the services offered by the company.
  • Identifying potential sales targets.
  • Quantifying and evaluating client needs.
  • Formulating proposal to meet client requirements.
  • Negotiating service offerings.
  • Finalising service terms and conditions.
  • Providing on-going support to clients. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    Learners accessing this qualification will be assumed competent in:
  • Communication at NQF Level 3 or equivalent.
  • Mathematical Literacy at NQF Level 3 or equivalent. 

  • UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Demonstrate an understanding of the services offered by the company. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The concept of sales target setting and performance measurement is explained in terms of the freight forwarding environment. 
    ASSESSMENT CRITERION RANGE 
    Target setting and performance measurement may include but are not limited to call rates and sales targets.
     

    ASSESSMENT CRITERION 2 
    The reasons for freight forwarding are explained in the context of adding value to importers and exporters. 

    ASSESSMENT CRITERION 3 
    The services offered by the company are explained for the purpose of communicating them to potential clients. 
    ASSESSMENT CRITERION RANGE 
    Services may include but are not limited to surface and airfreight imports and exports, customs brokerage, insurance, warehouse and inventory management, integrated/end to end supply chain solutions and perishable, valuable, dangerous, project specialised cargo solutions.
     

    ASSESSMENT CRITERION 4 
    The unique strengths of the company are identified as selling tools. 

    ASSESSMENT CRITERION 5 
    Different selling techniques are described using practical examples for different situations. 
    ASSESSMENT CRITERION RANGE 
    Different selling techniques may include but are not limited to questioning, resolving scepticism, resolving misunderstanding, resolving indifference, resolving drawback.
     

    SPECIFIC OUTCOME 2 
    Identify potential sales targets. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Company information resources are used to identify potential business. 
    ASSESSMENT CRITERION RANGE 
    Company information resources may include but are not limited to customer records, sales leads, operational information, and overseas sales visits.
     

    ASSESSMENT CRITERION 2 
    External data is used to identify potential clients. 
    ASSESSMENT CRITERION RANGE 
    External data may include but is not limited to trade journals and other business media, government and financial trade information, networking contacts, operational audit information, trade exhibitions and conferences.
     

    ASSESSMENT CRITERION 3 
    Data base of potential clients is created for the purpose of recording and monitoring sales progress. 

    ASSESSMENT CRITERION 4 
    Potential clients are evaluated for creditworthiness and anticipated contributions to company results in terms of company policies. 

    SPECIFIC OUTCOME 3 
    Quantify and evaluate client needs. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Potential client background is explored in order to become familiar with the client's overall business. 

    ASSESSMENT CRITERION 2 
    Potential clients are interviewed for the purpose of determining their international needs. 

    ASSESSMENT CRITERION 3 
    Potential client needs are evaluated against company resources and policies. 

    ASSESSMENT CRITERION 4 
    Third party service offerings are negotiated in terms of client requirements. 

    ASSESSMENT CRITERION 5 
    Results of evaluations are examined for the purpose of structuring the sales pitch. 

    ASSESSMENT CRITERION 6 
    The consequences of using inappropriate sales approaches are explained in the context of the freight forwarding industry. 

    SPECIFIC OUTCOME 4 
    Formulate proposal to meet client requirements. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The proposal is drafted to meet client requirements and organisational policies and procedures. 

    ASSESSMENT CRITERION 2 
    The draft proposal is submitted to affected internal parties for final verification. 

    ASSESSMENT CRITERION 3 
    Preparation for the presentation of the proposal is undertaken in consultation with affected parties. 

    ASSESSMENT CRITERION 4 
    The finalised proposal is submitted to client in terms of agreed sales pitch. 

    SPECIFIC OUTCOME 5 
    Negotiate service offerings. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The proposal is discussed in order to identify any areas of client concern. 

    ASSESSMENT CRITERION 2 
    Negotiations are undertaken to resolve any areas of concern with the organisation, the client organisation and third parties. 

    ASSESSMENT CRITERION 3 
    The shape of the final contract is agreed for the purpose of writing the contract terms and conditions. 
    ASSESSMENT CRITERION RANGE 
    The shape of the final contract may include but is not limited to definitions, scope, standard trading conditions, delivery terms, rates, tariffs, reporting, remedies for non performance, payment terms, resolution of disputes, service level standards, specified third parties and documentation requirements.
     

    ASSESSMENT CRITERION 4 
    The consequences of not covering all aspects of the contractual conditions are explained with examples. 

    SPECIFIC OUTCOME 6 
    Finalise service terms and conditions. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The final contract document is drafted and submitted for verification and approval. 
    ASSESSMENT CRITERION RANGE 
    The final contract document may include but is not limited to service level agreement, standard operating procedure.
     

    ASSESSMENT CRITERION 2 
    Client contract support documentation is obtained in terms of organisational policies and procedures and statutory requirements. 
    ASSESSMENT CRITERION RANGE 
    Client support documentation may include but is not limited to clearing and delivery instructions, routing orders, insurance instructions, credit application, suretyship, customs determinations, bond and rebate store registrations and records and permits.
     

    ASSESSMENT CRITERION 3 
    New client data is recorded and communicated to affected parties according to organisational policies and procedures. 

    ASSESSMENT CRITERION 4 
    The consequences of omitting to obtain written agreement on all aspects of the operation and of omitting to obtain all relevant client support documentation are explained with examples. 

    SPECIFIC OUTCOME 7 
    Provide on-going support to clients. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Support programme is agreed between sales and internal departments in terms of client requirements and organisational policy. 

    ASSESSMENT CRITERION 2 
    Schedule of support calls is drawn up in accordance with support programme. 

    ASSESSMENT CRITERION 3 
    Records of support calls are communicated to affected parties for corrective and preventative action. 

    ASSESSMENT CRITERION 4 
    Extended sales opportunities are identified and reported for action. 


    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.
  • Anyone assessing a learner against this unit standard must be registered as an assessor 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.
  • Moderation of assessment will be conducted by the relevant ETQA at its discretion. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Appreciation of importers and exporters international purchasing and transport needs.
  • Successful negotiation of the company's operational services as the solution to needs of the importer and exporter.
  • Understands industry.
  • Achieve targets.
  • Negotiating methods and techniques.
  • The purpose and use of sales targets.
  • Company systems and policies for the evaluation of new and existing clients. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems pertaining to the security of freight forwarding business. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others in and outside the organisation to effectively secure freight forwarding business. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information data related to the customer, their needs and requirements in order to provide a full service. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively in the negotiations process and when gathering and imparting information to and from clients. 

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology to capture, store and manipulate client data for the security of freight forwarding business. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems where the effective securing of freight forwarding business has a positive impact on the organisation as a whole. 

    UNIT STANDARD CCFO CONTRIBUTING 
    In order to contribute to the full personal development of each learner and the social and economic development of society at large, it must be the intention underlying any programme of learning to make an individual aware of the importance of: Developing entrepreneurial opportunities to enhance the securing of freight forwarding business. 

    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
    Elective  59298   Further Education and Training Certificate: Freight Forwarding and Customs Compliance  Level 4  NQF Level 04  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. BPL Academy 
    3. Global Maritime Legal Solutions Pty Ltd 
    4. Learning Exchange Pty Ltd 
    5. Metro Minds 
    6. Robertsons Cargo Consultancy (Pty) Ltd 
    7. School of Shipping 



    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.