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|SOUTH AFRICAN QUALIFICATIONS AUTHORITY|
|Further Education and Training Certificate: Freight Forwarding and Customs Compliance|
|SAQA QUAL ID||QUALIFICATION TITLE|
|59298||Further Education and Training Certificate: Freight Forwarding and Customs Compliance|
|SGB Transport and Logistics Operations|
|PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY||NQF SUB-FRAMEWORK|
|TETA - Transport Education and Training Authority||OQSF - Occupational Qualifications Sub-framework|
|Further Ed and Training Cert||Field 11 - Services||Transport, Operations and Logistics|
|ABET BAND||MINIMUM CREDITS||PRE-2009 NQF LEVEL||NQF LEVEL||QUAL CLASS|
|Undefined||135||Level 4||NQF Level 04||Regular-Unit Stds Based|
|REGISTRATION STATUS||SAQA DECISION NUMBER||REGISTRATION START DATE||REGISTRATION END DATE|
|LAST DATE FOR ENROLMENT||LAST DATE FOR ACHIEVEMENT|
|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 qualification replaces:
|Qual ID||Qualification Title||Pre-2009 NQF Level||NQF Level||Min Credits||Replacement Status|
|22443||National Certificate: Freight Forwarding||Level 4||NQF Level 04||136||Complete|
|22441||National Certificate: Customs Clearing||Level 4||NQF Level 04||145||Complete|
|PURPOSE AND RATIONALE OF THE QUALIFICATION|
This Qualification serves to equip the qualifying learner with the fundamental skills, knowledge and attitudes necessary to support the provision of world class services by enhancing the learner's ability to interact positively with clients and customers and to solve problems they come across in the workplace in the international logistics and supply chain management field and it will add value to the qualifying learner in terms of enrichment of the person, their status and the recognition offered them. It also provides an opportunity for learners to learn and to apply skills in relation to the workplace.
The Qualification will provide learners with a solid understanding of the relevant legislation and regulations governing the environment in which they operate and also provide them with the ability to appropriately select and apply the relevant processes and procedures governing the operations with which they are involved.
Learners who successfully complete this Qualification will be able to:
This Qualification aims to assist people entering a career in the freight forwarding and customs compliance sector and those already working in it maintain and improve their competencies in meeting and anticipating the needs of their clients and customers. It will create the opportunity:
Learners will be provided with the conceptual framework to perform routine and non-routine functions and to supervise the performance of other functions, displaying the ability to combine and integrate competencies in their application in the freight forwarding and customs compliance environment.
The freight forwarding and customs compliance industry serves the need of society and the economy by providing for the distribution and carriage of goods, cargo and freight both on a national and an international level. It serves every industry in South Africa and therefore contributes to the growth of the South African economy as a whole. A healthy and growing economy is in turn vital in terms of the development and upliftment of the country, its infrastructure and its entire people.
It has been estimated that logistics as a whole constitute at least 14% of the costs of the goods in South Africa, which is at least 50% above the global norm. A large proportion of this overspend is attributed to inefficiencies caused by lack of competence. In order to become world competitive, South Africa needs to deliver its goods on time, at the right place and at an acceptable cost. In order to do this requires the establishment and maintenance of world class supply chains. Competent (qualified) international logistics and supply chain management practitioners and support staff are required for this purpose.
This Qualification will meet the needs of learners in the freight forwarding and customs compliance field (or those who wish to enter this field) who require the technical expertise and essential knowledge needed to earn a formal Qualification.
This is the third Qualification in a series for learners who want to follow a career in the field of freight forwarding and customs compliance. This Qualification focuses on developing skills and knowledge necessary to perform in a competent manner in this industry.
The FETC: Freight Forwarding and Customs compliance: replaces the following Qualifications:
|LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING|
Access to the Qualification:
Access is open to all learners bearing in mind the learning assumed to be in place.
|RECOGNISE PREVIOUS LEARNING?|
|The Qualification consists of a Fundamental, a Core and an Elective Component.
To be awarded the Qualification learners are required to obtain a minimum of 135 credits as detailed below.
The Fundamental Component consists of Unit Standards in:
It is compulsory therefore for learners to do Communication in two different South African languages, one at NQF Level 4 and the other at NQF Level 3.
All Unit Standards in the Fundamental Component are compulsory.
The Core Component consists of Unit Standards to the value of 55 credits all of which are compulsory.
The Elective Component consists of a number of specializations each with its own set of Unit Standards. Learners are to choose a specialization area and must choose Elective Unit Standards to the value of 24 credits from the Unit standards listed under that specialization so as to attain a minimum of 135 credits.
The specialisations are as follows:
Finance and Purchasing:
|EXIT LEVEL OUTCOMES|
|1. Communicate verbally and in writing using a variety of formats and use the basics of mathematics.
2. Supervise a freight forwarding and customs compliance function.
3. Solve tactical and operational problems within the freight forwarding and customs compliance environment.
4. Carry out freight forwarding operations in customs compliance with client requirements and legislation.
|ASSOCIATED ASSESSMENT CRITERIA|
|Associated Assessment Criteria for Exit Level Outcome 1:
Associated Assessment Criteria for Exit Level Outcome 2:
Associated Assessment Criteria for Exit Level Outcome 3:
Associated Assessment Criteria for Exit Level Outcome 4:
|This Qualification is part of a series of Qualifications ranging from Level 2 to 5 in the field of international logistics and supply chain management and it was compared to other, similar Qualifications, certificates, skills programmes and courses in the international arena as having best practice.
No African country was found to offer any applicable Qualifications and training programmes.
Within the International Trade Arena, the leaders in training and development are the International Federation of Freight Forwarders Associations (FIATA) and the forum for International Trade Training (FITT). This Qualification was compared with the Qualifications and short courses offered by these two major providers. It was found that the four Qualifications in International Trade, Freight Forwarding and Customs Clearing registered on the NQF cover what is offered in the FIATA and FITT programmes. In their programmes everything is covered in either the Level 3 or in this Level 4 Qualification.
By completing this Level 4 Qualification the learner will have met the international standards demanded at this level. This Level 4 Qualification also includes Fundamental learning. However the Core competencies of the FIATA and FITT courses are spread over the two Qualifications at Levels 3 and 4. This notwithstanding, the theoretical and practical competencies of this Qualification corresponds with those of FIATA and FITT.
International: International Federation of Freight Forwarders Association (FIATA)
Diploma in Freight Forwarding:
> International freight forwarder and the freight business.
> Organisation of the company.
> Financial requirements.
> Professional organisations.
> FIATA documents and forms.
> General knowledge of transport and related geography.
> Special transport services.
> Packing requirements.
> Co-operation with other service providers.
> Information and communication technologies.
> Regulations for the transport of goods by sea.
> Shipping services.
> Types of vessels.
> Bill of lading.
> Pricing of ocean freight.
> Geography of ocean transport and port facilities.
> General knowledge of container transports by sea.
> Types and specification for most used containers.
> Loading procedure.
> Way-bills and accompanying documents.
> Pricing of inland and ocean freight.
> Geography of container traffic.
> General conditions of carriage.
> Types and specifications of the most used aircrafts and air-pallets.
> Way-bills and accompanying documents.
> Calculation of airfreight.
> Geography in air transport.
> Legal requirements for national and international road transport.
> Types of road vehicles.
> Way-bills and accompanying documents.
> Geography of road transport.
> Legal requirements of national and international rail transport.
> Ways and means of transportation.
> Way-bills and accompanying documents.
> Tariffs (conventional or combined transport).
> Geography and operational aspects in rail transport.
> Legal requirements of transports by inland waterway.
> Types of barges used in inland waterway carriage.
> Way-bills and accompanying documents.
> Determination of freight charges for inland waterway transport.
> Geography of inland waterways.
> General information on the national customs administration.
> National customs tariffs.
> National customs procedures.
> Liability of the freight forwarder.
> International conventions.
> Other possible duties of the customs administration.
> Logistics and forwarding.
> Logistics concept/project.
> Physical distribution systems.
> Sub-systems in logistics (Supply Chain Management).
> Information handling and control issues.
> Value added services.
> Commodity related systems.
> Rights and duties of the warehouse operator and the customer.
> Types of warehouse.
> Warehouse documents and information technology.
> Construction, layout and safety.
> Debit of warehouse charges/rent.
> Liability insurance.
> Transport insurance.
> Role of parties in the transport chain.
> Marking of hazardous cargo and cargo handling.
> Basic understanding of computer and its environment.
> The role of information technologies in forwarding.
> Data storage and management and databases.
> Principles of networking and data sharing.
> Telecommunication and its applications.
> Electronic data interchange and value-added network.
> Bar-coding and its application.
> Internet and web-based technology.
> Web-based applications and e-marketplace.
> Electronic fund transfer and e-payments.
The above Qualification is offered throughout the international logistics and supply chain management world and it was found that it compares exceptionally well with both the Level 3 and Level 4 Qualifications. There is however no Fundamental learning in this international Qualification.
Canada: Forum for International Trade Training (FITT):
> The principles of marketing.
> Domestic vs. International marketing.
> Market research.
> Market access.
> Cultural considerations in international marketing.
> Political, legal and regulatory considerations in international marketing.
> Marketing the right product or service.
> Personal selling abroad.
> Mass marketing abroad.
> Enhancing the marketing effort.
> Marketing services.
There are only a few areas of similarity between the FETC: Freight Forwarding and Customs compliance and the FITT qualification as the latter focuses quite substantially on the marketing and selling process. The FETC: Freight Forwarding and Customs compliance only has certain components that focus on this area.
> An introduction to trade finance.
> The financing presentation.
> Trade finance, risk analysis and risk management.
> Foreign exchange rates.
> Export costing and transaction viability.
> Payment methods and short term financing.
> Factoring and forfeiting.
> Understanding and processing documentary credits.
> Bonds and guarantees.
> Export credit insurance and financing.
> Cash flow planning.
> Countertrade and consignment.
It is quite obvious from the above Qualification that is only has one single aspect that compares with ours in that we only look at the interpretation of financial statements and not the in-depth manner in which they look into international trade finance. It must be noted however, that it is within the Elective category of the South African qualification that a far more in-depth look is taken into finance.
Canada: Canadian International Freight Forwarders Association (CIFFA):
The aspects contained in the above Qualification are covered quite comprehensively in the South African Qualification and therefore compares favourably.
> Transforming Lost or Damaged Cargo into a satisfying Experience.
For the above Qualifications the contents are covered in the 'Elective' component of this Qualification.
Ireland: Irish International Freight Forwarding Association (IIFFA):
> General Knowledge of the Industry.
> Sea transport.
> Road Transport.
> Air Transport.
> Customs procedures.
> Transport Insurance.
> Customer Service (City and Guilds).
> Manual Handling Training (City and Guilds).
> ECDL (European Computer Driving Licence.
The learning taking place in the above Qualification has similar outcomes to the South African one and therefore they compare favourably with each other. It must be noted that the choice of Electives offers the degree of alignment between the two qualifications.
Japan: Customs Training Institute:
> Acquire Sense of Responsibility as a Member of Society.
> Duties and Responsibilities as Public Employee.
> Acquire Basic knowledge and Skills for Efficient Customs Work.
> Acquire Practical knowledge and Skills of Customs Work.
> Officials acquire knowledge for tasks
The above courses from Japan only offer an introductory insight to Customs work and therefore do not go into the same detail as the South African qualification. As can be seen they do not cover any of the practical work required at this level and focus almost exclusively on "Customs' customs compliance whereas the South African Qualifications is far more generalised on international logistics and supply chain management.
United States of America: Treasury of Unit States of America Customs Service:
> Office policies of a Customs Broker office.
> Operations procedures for a Customs Brokerage Office.
> Import References.
> Customs compliance Review Materials.
> Customs Clearing Tutoring (course format and links).
> Customs broker Licence Preparation Course (handouts).
> FDA Regulations and Procedures.
> Professional International Freight Forwarder Training Course Handouts.
> Export Documentation - the story behind the documents.
> Export Trading Company (ETC) Information.
> Freight Forwarder Overview Information.
> Binding Rulings.
> Customs Law.
> Customs Procedures.
> Carrier Information.
> Shipper Documentation.
> Freight Forwarding Today.
> Export Regulations.
> Export Software.
All the above Qualifications are very similar in nature to the South African one and therefore compare well with each other.
United States of America: Centres for International Trade Development:
> Basic Principles of Exporting and Importing.
The above Qualification focuses mainly on import and export only and does not include other aspects of international logistics and supply chain management which have been included in the South African Qualification.
United Kingdom: The Institute of Export:
> An introduction to Exporting.
> An introduction to Importing.
> Getting Paid in international trade.
> Advanced Letters of Credit.
> An Introduction To Export Marketing.
> Marketing Services in International Trade.
> The Complete Export Manager.
The above Qualification focuses mainly on export only and does not include other aspects of international logistics and supply chain management which have been included in the South African Qualification.
United Kingdom: British International Freight Association (BIFA):
If a combination of the above courses were taken they would compare well to the South African Qualification.
Hungary: Budapest Muszaki És Gazdásagtudományi Egyetem:
> National and International Legislation.
> Agreements, Rules and Practices on Freight Forwarding.
> Transportation by Rail, Road, Air or Inland Navigation and Maritime Transport.
> Relevant Procedures.
This particular Diploma has all the elements contained in the South African Qualification and therefore compares very well with it. Our Qualification however contains more detail and competencies.
None of the SADC countries seemed to have any Qualifications or course for us to make comparisons with. Some may however offer the FIATA Diploma.
This Level 4 Qualification appears to be midway between the (FIATA) and (FITT) training courses and looks similar to the other international course shown here as a comparison.
Also as South Africa emerges from its previous limited trading situation to one of being a global player also means that there is a far greater demand for people at this level getting involved in and employed in the International Trade sector.
While there may be different ways of expressing the content of the learning taking place all over the world, there is sufficient consensus that it all refers to the same basic competencies required to work within the 'international logistics and supply chain management' environment.
|Horizontal articulation is possible with:
Vertical articulation is possible with:
|CRITERIA FOR THE REGISTRATION OF ASSESSORS|
|For an applicant to register as an assessor, the applicant should:
|As per the SAQA Board decision/s at that time, this qualification was Reregistered in 2012; 2015.|
|This qualification replaces the following qualifications:
|ID||UNIT STANDARD TITLE||PRE-2009 NQF LEVEL||NQF LEVEL||CREDITS|
|Core||252257||Apply international trade systems, policies and procedures||Level 4||NQF Level 04||5|
|Core||117668||Demonstrate an understanding of the basics of local and international trade||Level 4||NQF Level 04||15|
|Core||117667||Demonstrate the basic legal principles applied to shipping||Level 4||NQF Level 04||8|
|Core||242821||Identify responsibilities of a team leader in ensuring that organisational standards are met||Level 4||NQF Level 04||6|
|Core||117156||Interpret basic financial statements||Level 4||NQF Level 04||4|
|Core||252263||Perform the processes and procedures for the administration of import transactions||Level 4||NQF Level 04||6|
|Core||252272||Perform the processes and procedures required for the administration of export transactions||Level 4||NQF Level 04||6|
|Core||252262||Resolve customer service problems||Level 4||NQF Level 04||5|
|Fundamental||119472||Accommodate audience and context needs in oral/signed communication||Level 3||NQF Level 03||5|
|Fundamental||119457||Interpret and use information from texts||Level 3||NQF Level 03||5|
|Fundamental||119467||Use language and communication in occupational learning programmes||Level 3||NQF Level 03||5|
|Fundamental||119465||Write/present/sign texts for a range of communicative contexts||Level 3||NQF Level 03||5|
|Fundamental||9015||Apply knowledge of statistics and probability to critically interrogate and effectively communicate findings on life related problems||Level 4||NQF Level 04||6|
|Fundamental||119462||Engage in sustained oral/signed communication and evaluate spoken/signed texts||Level 4||NQF Level 04||5|
|Fundamental||119469||Read/view, analyse and respond to a variety of texts||Level 4||NQF Level 04||5|
|Fundamental||9016||Represent analyse and calculate shape and motion in 2-and 3-dimensional space in different contexts||Level 4||NQF Level 04||4|
|Fundamental||119471||Use language and communication in occupational learning programmes||Level 4||NQF Level 04||5|
|Fundamental||7468||Use mathematics to investigate and monitor the financial aspects of personal, business, national and international issues||Level 4||NQF Level 04||6|
|Fundamental||119459||Write/present/sign for a wide range of contexts||Level 4||NQF Level 04||5|
|Elective||252419||Comply with procedures in respect of lost, discrepant and damaged cargo||Level 3||NQF Level 03||3|
|Elective||242986||Accept and process dangerous goods for transportation by air||Level 4||NQF Level 04||6|
|Elective||252268||Accredit customs clearing clients||Level 4||NQF Level 04||5|
|Elective||252265||Administer foreign exchange transactions in an international trading company||Level 4||NQF Level 04||5|
|Elective||120020||Apply knowledge of insurance to the transportation of a consignment of goods||Level 4||NQF Level 04||3|
|Elective||120128||Apply the law of contract to insurance||Level 4||NQF Level 04||3|
|Elective||252243||Arrange and administer insurance of goods in transit||Level 4||NQF Level 04||6|
|Elective||252248||Certify certificates of origin and other commercial documents||Level 4||NQF Level 04||7|
|Elective||120013||Demonstrate knowledge and understanding of the scope of transportation insurance||Level 4||NQF Level 04||3|
|Elective||120009||Demonstrate knowledge and understanding of transportation insurance||Level 4||NQF Level 04||3|
|Elective||242991||Facilitate the forwarding and clearing of dangerous goods for transportation||Level 4||NQF Level 04||4|
|Elective||252258||Gather information and report on client profitability||Level 4||NQF Level 04||4|
|Elective||252266||Generate shipment cost estimates||Level 4||NQF Level 04||6|
|Elective||242996||Handle dangerous goods during warehousing and storage||Level 4||NQF Level 04||4|
|Elective||242997||Identify and classify dangerous goods for transportation||Level 4||NQF Level 04||4|
|Elective||242987||Identify, pack, mark and label dangerous goods for transportation by air||Level 4||NQF Level 04||2|
|Elective||117655||Know and understand the basics of marine insurance||Level 4||NQF Level 04||8|
|Elective||242990||Load/unload dangerous goods for transportation by road||Level 4||NQF Level 04||10|
|Elective||242834||Manage and secure cargo||Level 4||NQF Level 04||2|
|Elective||242985||Package dangerous goods for transportation||Level 4||NQF Level 04||4|
|Elective||252269||Perform international purchasing functions||Level 4||NQF Level 04||7|
|Elective||252274||Perform international trade calculations||Level 4||NQF Level 04||6|
|Elective||252253||Secure freight forwarding business||Level 4||NQF Level 04||6|
|Elective||252254||Analyse and solve complex customs tariff classification problems||Level 5||Level TBA: Pre-2009 was L5||12|
|LEARNING PROGRAMMES RECORDED AGAINST THIS QUALIFICATION:|
|When qualifications are replaced, some (but not all) of their learning programmes are moved to the replacement qualifications. If a learning programme appears to be missing from here, please check the replaced qualification.
|PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS QUALIFICATION:|
|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|
|3.||Global Maritime Legal Solutions Pty Ltd|
|4.||Learning Exchange Pty (Ltd)|
|6.||Robertsons Cargo Consultancy (Pty) Ltd|
|7.||School of Shipping|