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 THAT HAS PASSED THE END DATE: 

Secure And Retain new business in the Freight Forwarding Industry 
SAQA US ID UNIT STANDARD TITLE
11275  Secure And Retain new business in the Freight Forwarding Industry 
ORIGINATOR
SGB Procurement, Logistics and Supply Chain Mngt 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Procurement 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 5  Level TBA: Pre-2009 was L5  16 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "Reregistered" 		 2005-09-13  2007-11-28  SAQA 0160/05 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2008-11-28   2011-11-28  

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 
Individuals who are credited with this unit standard will be able to apply a knowledge of the forwarding industry and operational principles to successfully secure and retain new business. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
FOR 12 Facilitate the final release and delivery of goods imported by surface modes
FOR 13 Facilitate the final release and delivery of goods imported and exported by Airfreight
FOR 14 Apply Groupage processes and procedures to cargo imported by surface
FOR 15 Apply Breakbulk Operations processes and procedures to cargo imported by airfreight
FOR 21 Apply the principles of financial operations in a Freight Forwarding environment
FOR 22 Demonstrate a comprehensive knowledge of the legal Framework of Freight Forwarding
FOR 26 Provide advice and generate solutions in terms of Forwarding Standard Trading Conditions

Negotiation techniques 

UNIT STANDARD RANGE 
The applied competency expressed in this standard cover a variety of familiar and unfamiliar processes requiring a range of responses based on informed judgment and reliant largely on the ability of the learner to analytically interpret and disseminate information, in order to achieve a desired outcome.

Competence includes the application of influencing and negotiation techniques, in the pursuit of the required result. 

Specific Outcomes and Assessment Criteria: 

SPECIFIC OUTCOME 1 
The learner must demonstrate the ability to consider a range of options. 
OUTCOME NOTES 
The learner must demonstrate the ability to consider a range of options, make decisions about and evidence performance around each of the specific outcomes. 

ASSESSMENT CRITERIA 

ASSESSMENT CRITERION 1 
1. Conduct a needs analysis in order to identify the importers and/or exporters international logistics needs. 

ASSESSMENT CRITERION 2 
2. Advise prospective clients in the potential for optimising their international logistics operations. 

ASSESSMENT CRITERION 3 
3. Secure new business on the basis of the company's products and services. 


UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
1. Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA.
2. Any institution offering learning that will enable achievement of this unit standard must be accredited by the relevant ETQA.
3. Moderation of assessment will be done by the relevant ETQA at its discretion. 

UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
ESSENTIAL EMBEDDED KNOWLEDGE:

The learners can understand, explain and apply:

1. Needs of importers and exporters
  • information
  • cost effective transportation of goods
  • documentation services
  • technical advice

    2. Role of the freight forwarder
  • functions performed
  • knowledge and skills
  • clearing function
    3. Role of the purchase order
    4. Role of Customs - imports and exports
  • Customs Act
  • Tariff clarification
  • Customs duty payable
  • Customs value
  • VAT
    5. Import and Export control
  • Role of the permit
  • Controlling authorities
  • Specific permits
    6. Import and Export documentation
  • Customs documents
  • Carrier Documents
  • Port documents
  • Foreign Exchange documents
    7. Clearance procedures - imports and exports
    8. Special Cargoes
  • Hazardous
  • Perishables
  • Live animals
  • International convectors
    9. Carrier rates and services
  • Airlines
  • Shipping lines
  • Spoornet
  • Road haulers
  • Groupage separators / airfreight consolidators
    10. Cargo carrying equipment
  • Types of vessels and containers
  • Types of aircraft and ULD`s
  • Types of rail wagons
  • Types of road vehicles
    11. Forwarding rates and services
    12. Postnet rates and services
    13. Marine insurance
  • Institute Cargo Clauses
  • Incoterms
  • Policies and premiums
  • Documentation
  • Claims
    14. Payment methods between buyers and sellers
  • Spun account
  • Documentary collections
  • Documentary credits
    15. Foreign Exchange
  • Purchases and sales
  • Forward contracts
  • Reserve Bank regulations
  • Exchange rates
    16. Trade Finance
  • Confirming
  • Subsidised finance
  • Factoring
  • Invoice discounting
    17. International Trade Issues
  • WTO/GATT
  • Free trade agreements (FTA)
  • General system of Preferences (GSP) 
    		•


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    1. Identify and solve problems in which responses display that responsible decisions, using critical thinking, have been made,eg,
    ! Identify and apply the facts of Operational principles in the securing of new business, apply the principles, processes and procedures in arriving at workable solutions within a freight forwarding operation. 

    UNIT STANDARD CCFO WORKING 
    2. Work effectively with others as a member of a team, group, organisation or community,eg,
    Appreciate that:
    * since the Forwarding Industry is practised in an international environment at the micro, meso and macro levels it operates in systems which are reliant on others and which address the processing of data,
    * the processing systems approach as well as the productivity orientation of Forwarding companies demands high levels of teamwork and the understanding, reaction and maintenance of team coherence and co- operation,
    * the level of competency is largely dependent on the individual`s ability and capacity to operate effectively with peers, supervisors, internal and external customers. 

    UNIT STANDARD CCFO ORGANISING 
    3. Organise and manage oneself and one`s activities responsibly and effectively,eg,
    ! Prioritise and blend daily activities in such a way as to enable the working process to run effectively and efficiently 

    UNIT STANDARD CCFO COLLECTING 
    4. Collect, analyse, organise and critically evaluate information,eg,
    ! Having acquired the skills , knowledge and comprehension of Operational principles in the securing and retaining of new business. The individual will be able to apply this knowledge in the international forwarding and logistics environment.
    ! Collect, organise and analyse information to secure new business by applying operational principles within a time acceptable to the industry. 

    UNIT STANDARD CCFO COMMUNICATING 
    5. Communicate effectively using visual, mathematical, and/or language skills in the modes of written and/or oral presentation,eg,
    ! Identify from written material and verbal interaction the specific requirements and needs of the existing and potential clients, communicate the resulting outcome of each selection decision to the affected parties by written and oral persuasion 

    UNIT STANDARD ASSESSOR CRITERIA 
    ASSESSMENT CRITERIA

    A composite statement of outcomes which expresses applied competence in the particular component of practice

    1. Ensure that needs analysis yields accurate information
    2. Apply industry tariffs and rates
    3. Match products and services of carriers and other industry service providers to the importing and exporting needs of the client 

    UNIT STANDARD NOTES 
    This unit standard has been replaced by unit standard 252296, which is "Secure and retain new business in the freight forwarding industry", Level 5, 8 credits. 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  22444   National Diploma: Freight Forwarding  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered"     		 2007-11-28  Was TETA until Last Date for Achievement 


    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.
     
    NONE 


    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.