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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Perform processes and procedures required for the administration of export transactions 
SAQA US ID UNIT STANDARD TITLE
252418  Perform processes and procedures required for the administration of export transactions 
ORIGINATOR
SGB Transport and Logistics Operations 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 11 - Services Transport, Operations and Logistics 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 3  NQF Level 03 
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 replaces: 
US ID Unit Standard Title Pre-2009 NQF Level NQF Level Credits Replacement Status
11387  Perform the processes and procedures required for the administration of export transactions  Level 4  NQF Level 04  Complete 

PURPOSE OF THE UNIT STANDARD 
The person credited with this unit standard is able to process an export order and an export transaction and draw up a pro-forma invoice. The learner will be capable of compiling the documentation for an export transaction and arranging forward exchange cover for them. Learners will also be able to obtain and process authorisation to ensure export compliance. The learners will also be able to monitor the delivery of the export goods and administer payment and claims against invoice.

The qualifying learner is capable of:
  • Planning an export sales transaction.
  • Arranging export logistics.
  • Carrying out export finance and risk management functions.
  • Exporting in compliance with statutory requirements.
  • Monitoring and controlling export transactions. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    Learners accessing this qualification will be assumed competent in:
  • Communication at NQF Level 2 or equivalent.
  • Mathematical Literacy at NQF Level 2 or equivalent. 

  • UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Plan an export sales transaction. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    An export order is communicated to affected parties for planning purposes. 

    ASSESSMENT CRITERION 2 
    An export order is analysed to determine logistics and cost parameters. 

    ASSESSMENT CRITERION 3 
    An export costing is carried out in accordance with organisation cost and profitability guidelines. 

    ASSESSMENT CRITERION 4 
    A proforma invoice is drawn is processed for the purpose of obtaining buyer acceptance. 

    SPECIFIC OUTCOME 2 
    Arrange export logistics. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    An export transaction is analysed to determine logistics requirements. 

    ASSESSMENT CRITERION 2 
    Export transaction logistics requirements are communicated to affected parties in order to finalise the transaction. 
    ASSESSMENT CRITERION RANGE 
    Affected parties may include but are not limited to forwarders and transport providers.
     

    ASSESSMENT CRITERION 3 
    The consequences of insufficient logistics planning and execution are explained in terms of the impact on customer relations. 

    SPECIFIC OUTCOME 3 
    Carry out export finance and risk management functions. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Documentation is compiled in terms of the requirements of financial instruments. 

    ASSESSMENT CRITERION 2 
    Instructions are issued to freight forwarders for the movement of goods and the preparation and distribution of documentation. 

    ASSESSMENT CRITERION 3 
    Forward exchange cover is arranged in terms of organisational policies and procedures. 

    ASSESSMENT CRITERION 4 
    Goods are insured in terms of the risks defined by the Incoterms of the transaction. 

    ASSESSMENT CRITERION 5 
    Commercial risks are administered according to organisational policies and procedures. 

    SPECIFIC OUTCOME 4 
    Export in compliance with statutory requirements. 
    OUTCOME RANGE 
    Statutory requirements may include but are not limited to Customs, health, veterinary, security, nature conservation, safety, quality and import and export control. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    An export transaction is checked to determine export and import countries' statutory requirements. 

    ASSESSMENT CRITERION 2 
    Authorisations are obtained in terms of statutory requirements. 

    ASSESSMENT CRITERION 3 
    Export and/or import procedures are carried out in terms of the statutory requirements required of the organisations Incoterms responsibilities. 

    SPECIFIC OUTCOME 5 
    Monitor and control export transactions. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Acceptance of export offer is communicated to affected parties. 

    ASSESSMENT CRITERION 2 
    Internal progress of the export order is monitored in compliance with organisations export procedures. 

    ASSESSMENT CRITERION 3 
    Delivery of export goods is monitored against the organisation's Incoterms responsibilities. 

    ASSESSMENT CRITERION 4 
    Payment against export invoices is administered according to credit arrangements. 

    ASSESSMENT CRITERION 5 
    Claims are instituted and administered in respect of transit and/or commercial loss. 


    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 
  • Insurance methods and techniques.
  • Foreign exchange information.
  • Types of administrative and documentary requirements for export transactions.
  • Types of shipment methods which can be used to export goods.
  • Calculation techniques.
  • Sources and types of tariffs to be used for exported cargo.
  • Methods and techniques for obtaining statutory approval for exported goods.
  • Sources of insurance and forward cover for export transactions. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems related to performing of processes and procedures required for the administration of export transactions. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others to ensure that processes and procedures are implemented in line with organisational requirements. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information which will have an impact on the administration export transactions. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively when obtaining authorisations which are in line with statutory requirements. 

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology to process export transactions. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems where the poor administration of export transactions can lead to serious problems for all parties. 

    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 
    This unit standard replaces unit standard 11387, "Perform the processes and procedures required for the administration of export transactions", Level 4, 6 credits. 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  59365   National Certificate: Freight Forwarding and Customs Compliance  Level 3  NQF Level 03  Reregistered  2023-06-30  TETA 
    Elective  65529   Further Education and Training Certificate: Transport Operations  Level 4  NQF Level 04  Reregistered  2023-06-30  TETA 


    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. Aldabri 106 Institute for Quality Pty Ltd 
    2. BPL Academy 
    3. Centre for Logistics Excellence (Pty) Ltd 
    4. College for Business and Maritime Studies 
    5. Global Maritime Legal Solutions Pty Ltd 
    6. Innovative Shared Services 
    7. Learning Exchange Pty (Ltd) 
    8. Metro Minds 
    9. NOSA LOGISTICS PTY LTD 
    10. P and R Development and Training (Pty) Ltd 
    11. Phephani Learnerships cc 
    12. Robertsons Cargo Consultancy (Pty) Ltd 
    13. School of Shipping 
    14. Skills Development Specialists 



    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.