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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Gather information and report on client profitability 
SAQA US ID UNIT STANDARD TITLE
252258  Gather information and report on client profitability 
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 replaces: 
US ID Unit Standard Title Pre-2009 NQF Level NQF Level Credits Replacement Status
11257  Analyse and report on client profitability  Level 4  NQF Level 04  Complete 

PURPOSE OF THE UNIT STANDARD 
The person credited with this unit standard is able to gather information about the client's revenue information against profitability benchmarks with a view to enhancing results. The learner will also be able to understand forwarding, finance and marketing in order to analyse and report on client profitability for the purpose of making recommendation to management about the set targets.

The qualifying learner is capable of:
  • Explaining the concept of profitability benchmarking.
  • Handling rate structure alternatives to those engaged in securing new business and retaining existing business.
  • Processing and reporting on actual vs. benchmark profitability results to affected parties. 

  • 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 
    Explain the concept of profitability benchmarking. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The reasons for using profitability benchmarks are explained in the context of the international supply chain management industry. 

    ASSESSMENT CRITERION 2 
    The criteria used in the establishing of profitability benchmarking are described in terms of the international supply chain management environment. 
    ASSESSMENT CRITERION RANGE 
    Criteria used in the establishing of profitability benchmarking may include but are not limited to fixed and variable overheads, commercial risk, gross and net profits, cost of sales, credit terms, discounts.
     

    ASSESSMENT CRITERION 3 
    The techniques which may be applied in arriving at decisions to acquire or retain business are described in terms of profitability benchmarking. 

    ASSESSMENT CRITERION 4 
    The consequences of not applying profitability benchmarking are described in terms of its impact on the business. 

    SPECIFIC OUTCOME 2 
    Handle rate structure alternatives to those engaged in securing new business and retaining existing business. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The influence of profitability benchmarks on rate structures is explained in terms of the international supply chain management industry. 

    ASSESSMENT CRITERION 2 
    Tariff structures are analysed against client profitability benchmarks. 

    ASSESSMENT CRITERION 3 
    Profitability benchmarking criteria are applied to client tariff structures for the purpose of compiling profitability reports. 

    ASSESSMENT CRITERION 4 
    Recommendations are compiled to enhance identified client profitability using profitability benchmarking. 

    SPECIFIC OUTCOME 3 
    Process and report on actual vs. benchmark profitability results to affected parties. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Comparisons are made between profitability benchmarks and client profitability for the purpose of explaining variations. 

    ASSESSMENT CRITERION 2 
    Suggestions for improvement are made as to actions to be taken in light of profitability results. 

    ASSESSMENT CRITERION 3 
    Consequences of not implementing suggestion are explained in terms of the profitability of the business. 


    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 
  • The structure of industry tariffs.
  • The concepts of revenue and disbursements.
  • Client profitability benchmarks.
  • The concepts of costs, revenue, cash flow and profit.
  • Industry credit terms.
  • The concepts of operating margins and returns.
  • Methods to conduct financial analysis. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems related to the analysis and reporting of client profitability. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others to analyse and report on client profitability. 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one's activities so that all the required information required is at hand as and when required. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information in order to arrive at rational decisions and answers regarding client profitability. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively when dealing with, analysing and reporting on client profitability. 

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology to analyse and report client profitability. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems where the accurate and timeous analysis and reporting of profitability leads to satisfied clients. 

    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 when analysing and reporting on client profitability. 

  • 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 11257, "Analyse and report on client profitability", Level 4, 6 credits. 

    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. Robertsons Cargo Consultancy (Pty) Ltd 
    6. 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.