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: 

Apply technical knowledge and skill to gather and preserve evidence relating to a short term insurance claim 
SAQA US ID UNIT STANDARD TITLE
255856  Apply technical knowledge and skill to gather and preserve evidence relating to a short term insurance claim 
ORIGINATOR
SGB Insurance and Investment 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Finance, Economics and Accounting 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 5  Level TBA: Pre-2009 was L5 
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 
This Unit Standard is intended for learners who investigate claims that may be multi-faceted and may require specialist knowledge and expertise, and extensive research and investigation. It will be useful for loss adjusters and senior short term insurance or reinsurance claims negotiators who may be independent parties who can negotiate settlement on behalf of an insurer.

The qualifying learner is capable of:
  • Explaining legislation that has implications for gathering and preserving evidence.
  • Analysing the type of evidence required for specific claims.
  • Applying knowledge of legislation to collect and preserve evidence for a specific claim.
  • Demonstrating techniques for gathering evidence.
  • Using an interpreter in collecting evidence. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    It is assumed that learners are competent in Communication and Mathematical Literacy at NQF Level 4. 

    UNIT STANDARD RANGE 
    The typical scope of this Unit Standard is:
  • Legislation includes, but is not limited to, Occupation Health and Safety Act (OHSA), Compensation for Occupational Injuries and Diseases Act (COIDA), Civil Proceedings Evidence Act, Short Term Insurance Act, Criminal Procedures Act, the National Building Act, 103 of 1977 (as amended) as described in SANS 10/0400, National Heritage Act, Road Accident Fund (RAF), Mines Health and Safety Act, 29, of 1996, Mineral and Petroleum Resources Development Act, (2002) Prevention of Organised Crime Act (POCA), Financial Intelligence Centre Act (FICA), Protection of Constitutional Democracy against Terrorist and Related Activities Act 2004 (POCDATARA), Electricity Act, Promotion of Access to Information Act, 2 of 2002 and the Electronic Transactions and Communications Act, 25 of 2002, National Environment Management Act (NEMA), Environment Conservation Act, National Water Act, Legislation relating to Air Quality Management, Interception of Communications and Provisions of Communications Act, Electronic Communications and Transactions Act.
  • Different types of evidence include, but are not limited to, specialist reports, legal and other documents, contracts, maps, plans, sketches, specifications, samples, statements, and affidavits.
  • Insurance classes include, but are not limited to, fire, motor, all risks, building, household contents, personal liability, public liability, personal accident, accidental damage and theft.
  • Specialist categories include, but are not limited to, transportation, aviation, engineering, interruption and professional indemnity. 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Explain legislation that has implications for gathering and preserving evidence. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Key sections of legislation that has implications for gathering and preserving evidence are identified and an indication is given of the losses affected by each Act. 

    ASSESSMENT CRITERION 2 
    Applicable subordinate legislation is identified for a specific site. 

    SPECIFIC OUTCOME 2 
    Analyse the type of evidence required for specific claims. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Evidence relevant to a specific claim is identified with reference to classes of business and causation. 

    ASSESSMENT CRITERION 2 
    Different types of evidence are explained with reference to when each is appropriate. 

    SPECIFIC OUTCOME 3 
    Apply knowledge of legislation to collect and preserve evidence for a specific claim. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Visual images that are admissible are collected and authenticated according to the Law of Evidence. 

    ASSESSMENT CRITERION 2 
    Physical evidence and samples are collected in a manner that preserves provenance. 

    ASSESSMENT CRITERION 3 
    Evidence is transported with due regard for packaging, labeling, means of transport and legal requirements. 

    SPECIFIC OUTCOME 4 
    Demonstrate techniques for gathering evidence. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The importance of following procedures when uplifting evidence is explained and an indication is given of the consequences of non-compliance. 

    ASSESSMENT CRITERION 2 
    The importance of recording and authenticating evidence is explained with reference to the implications and consequences if records are not kept meticulously. 

    ASSESSMENT CRITERION 3 
    The procedure for interviewing witnesses is demonstrated with reference to identification, interviewing techniques and the documenting of evidence. 

    ASSESSMENT CRITERION 4 
    Legal requirements pertaining to original documents are explained and an indication is given of how to preserve evidence and privilege. 

    SPECIFIC OUTCOME 5 
    Use an interpreter in collecting evidence. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The advantages and disadvantages of using interpreters are discussed with examples. 

    ASSESSMENT CRITERION 2 
    The importance of non verbal communication in interviews involving a translator are explained with reference to the arrangement of the interview environment, observation of the subject, timing and the use of certified translators. 

    ASSESSMENT CRITERION 3 
    Techniques for working with an interpreter are demonstrated with examples. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • Anyone assessing a candidate against this Unit Standard must be registered as an assessor with the relevant ETQA or ETQA where a Memorandum of Understanding (MOU) exists with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this Unit Standard must be accredited as a provider through the relevant ETQA or ETQA where a Memorandum of Understanding (MOU) exists with the relevant ETQA.
  • Moderation of assessment will be overseen by the relevant ETQA according to the moderation guidelines and the agreed ETQA procedures. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    N/A 

    UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Learners are capable of identifying and solving problems in which responses show that responsible decisions using critical and creative thinking have been made in determining what evidence is required for a specific claim. 

    UNIT STANDARD CCFO ORGANISING 
    Learners are capable of organising and managing their activities responsibly and effectively in working systematically and accurately to gather and preserve evidence for a specific claim. 

    UNIT STANDARD CCFO COLLECTING 
    Learners are capable of collecting, organising and critically evaluating information in collecting and preserving evidence for a specific claim. 

    UNIT STANDARD CCFO COMMUNICATING 
    Learners are capable of communicating clearly in conducting interviews and keeping records in a manner that preserves provenance and in working with an interpreter when necessary. 

    UNIT STANDARD CCFO SCIENCE 
    Learners are capable of using technology effectively and critically in using digital cameras, uplifting evidence and using computer technology for administration and communication with clients and claimants. 

    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
    Core  61529   National Certificate: Loss Adjusting  Level 5  Level TBA: Pre-2009 was L5  Reregistered  2023-06-30  INSETA 


    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.