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: 

Set and maintain service level agreements for Fleet Management Services in a banking environment 
SAQA US ID UNIT STANDARD TITLE
7321  Set and maintain service level agreements for Fleet Management Services in a banking environment 
ORIGINATOR
SGB Banking and Micro Finance 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
BANKSETA - Banking Sector Education and Training Authority 
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  30 
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 people who provide fleet management services. A person credited with this unit standard will be able to set and adhere to service level agreements, maintain and monitor customer accounts and train customers on products and procedures. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
Open 

UNIT STANDARD OUTCOME HEADER 
Set and Adhere to Service Level Agreement 

Specific Outcomes and Assessment Criteria: 

SPECIFIC OUTCOME 1 
Set and Adhere to Service Level Agreement. 

ASSESSMENT CRITERIA
 

ASSESSMENT CRITERION 1 
1. A mutually beneficial Service Level agreement is negotiated and established as per company specific requirements. 

ASSESSMENT CRITERION 2 
2. The statements are distributed as per the service level agreement or current customer instruction. 

ASSESSMENT CRITERION 3 
3. The cards with a new expiry date are collected or delivered to the customer according to customer and company specific requirements. 

ASSESSMENT CRITERION 4 
4. The customer is visited as per the service level agreement. 

ASSESSMENT CRITERION 5 
5. A call report is written subsequent to visiting the customer, according to company's specific requirements. 

ASSESSMENT CRITERION 6 
6. The customer is provided with specific fleet management information regarding trends and/or anomalies on their fleet and how to control them; as per the service level agreement. 

ASSESSMENT CRITERION 7 
7. The customer's needs are met by selling add-on products according to company's specific requirements. 

ASSESSMENT CRITERION 8 
8. Fee increases are negotiated annually as per the service level agreement. 

SPECIFIC OUTCOME 2 
Maintain and Monitor Customer Accounts. 

ASSESSMENT CRITERIA
 

ASSESSMENT CRITERION 1 
1. The customer's advance limits are monitored according to the agreed credit facility. 

ASSESSMENT CRITERION 2 
2. The customers' records are updated and validated against supporting documentation. 

ASSESSMENT CRITERION 3 
3. The customers' accounts are monitored for payment as per the company's specific requirements. 

ASSESSMENT CRITERION 4 
4. Payment defaults are monitored and attended to as per the company's specific requirements. 

SPECIFIC OUTCOME 3 
Train Customers on Products and Procedures. 

ASSESSMENT CRITERIA
 

ASSESSMENT CRITERION 1 
2. The customers are trained on the correct procedures and completion of documents according to company specific requirements. 
ASSESSMENT CRITERION RANGE 
Lost or Stolen Cards, Cancelled Cards, Replacement Cards, Transferred Cards.
 

ASSESSMENT CRITERION 2 
1. The customers are trained to read, understand, interpret and action the fleet management reports correctly. 

ASSESSMENT CRITERION 3 
3. The customers are trained on how to use the products correctly. 


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 or assessing this unit standard must be accredited as a provider with the relevant ETQA.

3. Moderation of assessment will be overseen by the relevant ETQA according to the moderation guidelines in the relevant qualification and the agreed ETQA procedures.

Therefore anyone wishing to be assessed against this unit standard may apply to be assessed by any assessment agency, assessor or provider institution which is accredited by the relevant ETQA. 

UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Product knowledge
  • System knowledge 


  • Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    To identify and take responsible decisions to solve them when monitoring customer accounts and attending to default payments. 

    UNIT STANDARD CCFO COLLECTING 
    To evaluate information critically when monitoring customer accounts, the advance limits and payment defaults. 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  61589   National Certificate: Banking  Level 5  Level TBA: Pre-2009 was L5  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. Absa Learning & Development 
    2. African Bank Ltd 
    3. Chartall Business College 
    4. Nedbank Ltd 
    5. Plumb Line Risk Alignment 
    6. The Facilitation Workshop 
    7. The Institute of Literacy Advancement 



    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.