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: 

Generate shipment cost estimates 
SAQA US ID UNIT STANDARD TITLE
252266  Generate shipment cost estimates 
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
11258  Generate shipment costings, invoices, credit notes and estimates  Level 4  NQF Level 04  Complete 

PURPOSE OF THE UNIT STANDARD 
The person credited with this unit standard is able to prepare accurate estimates in respect of forwarding and clearing operations from source documents. The learner will also be able to analyse and recommend routing options for the client, and provide the estimates in the required format and time-frame.

The qualifying learner is capable of:
  • Determining cost criteria.
  • Selecting routing structure.
  • Calculating and communicating estimates. 

  • 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 
    Determine cost criteria. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The cost structure and terminology is explained in terms of door-to-door multimodal transport operations. 
    ASSESSMENT CRITERION RANGE 
    Multimodal may include but are not limited to courier, air, road, rail, sea and combinations thereof.
     

    ASSESSMENT CRITERION 2 
    Charges are determined by comparing volume and weight. 
    ASSESSMENT CRITERION RANGE 
    Criteria may include but is not limited to freight tonnage, chargeable weight, road freight ton and harbour tonnage.
     

    ASSESSMENT CRITERION 3 
    Cargo characteristics and client requirements are examined in order to determine transport mode. 

    ASSESSMENT CRITERION 4 
    Cost elements applicable to the transaction, are identified for the purpose of calculating the estimate. 
    ASSESSMENT CRITERION RANGE 
    Cost elements may include but are not limited to contract purchase terms, routing and mode options, statutory charges, third party providers and customer specific rates.
     

    ASSESSMENT CRITERION 5 
    The consequences of not including all cost elements and miscalculating freight tonnages are explained in terms of client relations. 

    SPECIFIC OUTCOME 2 
    Select routing structure. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Routing options are analysed for the purpose of selecting the most appropriate option to suit client's needs. 

    ASSESSMENT CRITERION 2 
    Recommendations are made to client on the appropriate option. 

    ASSESSMENT CRITERION 3 
    Agreement is obtained on the routing and mode to be used in the estimate. 

    SPECIFIC OUTCOME 3 
    Calculate and communicate estimates. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Cost structure is identified appropriate to the selected mode and routing. 

    ASSESSMENT CRITERION 2 
    Estimate of costs are determined in accordance with selected criteria. 

    ASSESSMENT CRITERION 3 
    Completed estimates are submitted for checking and approval in accordance with organisational policies and procedures. 

    ASSESSMENT CRITERION 4 
    Approved estimates incorporating endorsements are passed on to authorised parties. 
    ASSESSMENT CRITERION RANGE 
    Endorsements may include but are not limited to company standard trading conditions, ruling exchange rates, third party quotations and conditions.
     

    ASSESSMENT CRITERION 5 
    Estimates are referenced and recorded for the purposes of monitoring acceptance and of comparing costs of actual corresponding shipments. 

    ASSESSMENT CRITERION 6 
    The consequences of submitting inaccurate, unapproved and unendorsed estimates are explained with examples. 


    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 
  • Structure and content of estimates.
  • Concept of disbursements, revenue and profits.
  • The concept of customer specific rates.
  • Multimodal costs.
  • Organisational policies and procedures for cost estimate checking, authorisation and endorsement.
  • Modal selection and cost. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems to the generation of shipment cost estimates and their submission. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others in the generation of shipment cost estimates. 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one's activities so that all information required to produce accurate shipment cost estimates is available as and when required. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information to enable the accurate processing of estimates in the freight forwarding environment. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively with all interested parties when submitting accurate estimates. 

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology to create, store and communicate the shipment cost estimates. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems where the generation and communication of inaccurate, unapproved and unendorsed estimates can have a negative impact on the organisation. 

    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 improve both client satisfaction and 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 11258, "Generate shipment costings, invoices, credit notes and estimates", Level 4, 8 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. 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.