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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Liaise and interact with direct marketing role players 
SAQA US ID UNIT STANDARD TITLE
252215  Liaise and interact with direct marketing role players 
ORIGINATOR
SGB Marketing 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Marketing 
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 
Persons credited with this unit standard will be able to translate campaign plans into supplier briefs and obtain quotations while checking against budgets. They will also be able to agree on critical path schedules with suppliers and co-ordinate the campaign production processes.

The qualifying learner is capable of:
  • Translating campaign plans into supplier briefs.
  • Obtaining supplier quotations and checking against budget.
  • Translating the general marketing mix into the direct marketing mix.
  • Agreeing on critical path schedules with suppliers.
  • Co-ordinating and quality-checking the campaign production process. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    Learners accessing this unit standard will have demonstrated competence in:
  • Communication at NQF Level 3 or equivalent.
  • Mathematical Literacy at NQF Level 3 or equivalent. 

  • UNIT STANDARD RANGE 
    Briefs include, but are not limited to:
  • List brokers, IT department, reproduction houses, printers, laser bureaux, envelope manufactures, post offices, mail houses, and fulfilment houses. 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Translate the campaign plan into supplier briefs. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The campaign plan information is accurately used in briefing documents. 

    ASSESSMENT CRITERION 2 
    Supplier briefs are drawn up according to supplier category and the organisation's requirements. 

    ASSESSMENT CRITERION 3 
    Briefs are effectively communicated to include the organisation's quality standards. 

    ASSESSMENT CRITERION 4 
    All briefs are documented and agreed to by all internal stakeholders and external suppliers. 

    SPECIFIC OUTCOME 2 
    Obtain supplier quotations and check against budget. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Common costing standards are applied to quotations according to organisational standards. 

    ASSESSMENT CRITERION 2 
    Quotations are compared in terms of campaign budget and objectives. 

    ASSESSMENT CRITERION 3 
    Selection criteria of suppliers are applied according to organisation's policies and procedures. 

    ASSESSMENT CRITERION 4 
    Costs are approved by relevant authority in the organisation. 

    SPECIFIC OUTCOME 3 
    Obtain an agreement on the critical path schedule with suppliers. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The critical path schedule of the campaign is drawn up and agreed with suppliers. 

    ASSESSMENT CRITERION 2 
    The critical path schedule is formulated to allow for unforeseen delays. 

    ASSESSMENT CRITERION 3 
    Relevant supplier critical path schedules are compared to organisational deadlines. 

    ASSESSMENT CRITERION 4 
    Supplier deliverables are agreed upon by all stakeholders. 

    SPECIFIC OUTCOME 4 
    Co-ordinate and quality check the campaign production process. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Copy and design supplied by the creative team meet the organisation's standards and are approved prior to commencing production. 

    ASSESSMENT CRITERION 2 
    The specifications of each supplier brief are met by the relevant supplier. 

    ASSESSMENT CRITERION 3 
    Quality checks are conducted against the standards stipulated in the supplier briefs. 


    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 
  • Basic production processes for direct marketing.
  • Planning and co-ordinating techniques.
  • Suppliers roles and functions.
  • Recording documents and processes.
  • Time management.
  • Follow-up techniques.
  • Techniques for comparing quotations. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve interpersonal problems that may arise between client and supplier. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others ensuring win-win relationships exist between all stakeholders. 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one's activities to ensure harmonious interaction between client and supplier. 

    UNIT STANDARD CCFO COLLECTING 
    Collect , evaluate, organise and critically evaluate information relating to the quotation process. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively with suppliers and other stakeholders. 

    UNIT STANDARD CCFO CONTRIBUTING 
    In order to contribute to the full personal development of each learner and the social and economical development of society at large, it must be the intention underlying any programme of learning to make an individual aware of the importance of being culturally and aesthetically sensitive across a range of social contexts. 

    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  67464   Further Education and Training Certificate: Marketing  Level 4  NQF Level 04  Reregistered  2021-06-30  As per Learning Programmes recorded against this Qual 


    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. CENTRAL BUSINESS ACADEMY PTY LTD 
    2. RAND INTERNATIONAL MANAGEMENT AND TRAINING CONSULTANTS PTY LTD 



    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.