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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Perform processes and procedures required for the administration of import transactions 
SAQA US ID UNIT STANDARD TITLE
252432  Perform processes and procedures required for the administration of import 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
11244  Perform the processes and procedures required for the administration of import transactions  Level 4  NQF Level 04  Complete 

PURPOSE OF THE UNIT STANDARD 
The person credited with this unit standard is able to determine material needs and analyse overseas supply contracts in order to recommend alternative methods of shipment to the client. The learners will be able to determine tariffs and costing estimates for clients and to submit applications regarding import control to the relevant parties. Learners will also be capable of compiling import orders and distributing these timeously to all the roleplayers. The learners will be able to communicate foreign exchange commitments to affected parties and obtain approval for forward cover where required. Learners will also be able to effect the relevant transit insurance and compile and submit relative letters of credit.

The qualifying learner is capable of:
  • Planning an import transaction.
  • Carrying out an import landed costing.
  • Applying for statutory approval.
  • Preparing and distributing import orders.
  • Arranging import forward exchange cover.
  • Arranging transit insurance cover.
  • Applying for letters of credit. 

  • 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 import transaction. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Materials needs are determined according to the organisations inventory management policies and procedures. 

    ASSESSMENT CRITERION 2 
    Overseas supply contracts are analysed in order to determine transaction parameters. 

    ASSESSMENT CRITERION 3 
    Alternative methods of shipment are recommended in terms of the organisations materials needs. 

    SPECIFIC OUTCOME 2 
    Carry out an import landed costing. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Individual transaction parameters are collated in order to determine costing variables. 

    ASSESSMENT CRITERION 2 
    Tariffs are determined in light of transaction parameters. 

    ASSESSMENT CRITERION 3 
    Transaction parameters and tariffs are used to calculate costing estimates. 

    SPECIFIC OUTCOME 3 
    Apply for statutory approval. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Commodities are analysed in order to determine Customs tariff headings. 

    ASSESSMENT CRITERION 2 
    Customs tariff headings are used to ascertain import controls. 

    ASSESSMENT CRITERION 3 
    Applications are submitted in terms of relevant import controls. 

    ASSESSMENT CRITERION 4 
    Application progress is monitored in order to report. 

    SPECIFIC OUTCOME 4 
    Prepare and distribute import orders. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Transaction parameters are analysed in order to compile import orders. 

    ASSESSMENT CRITERION 2 
    Import orders are compiled in terms of transaction parameters and organisational processes and procedures. 

    ASSESSMENT CRITERION 3 
    Import orders are communicated to relevant parties. 
    ASSESSMENT CRITERION RANGE 
    Relevant parties may include but are not limited to supplier, forwarder, clearing agent, bank and insurer.
     

    ASSESSMENT CRITERION 4 
    The importance of preparing accurate and timeous import orders is explained in terms of the impact on the organisation. 

    SPECIFIC OUTCOME 5 
    Arrange import forward exchange cover. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Foreign exchange commitments are communicated to affected parties within the organisation. 

    ASSESSMENT CRITERION 2 
    Approval is obtained for forward cover in terms of organisational policies and procedures. 

    ASSESSMENT CRITERION 3 
    Forward exchange contract is administered according to the requirements of the contract and organisational policies and procedures. 

    ASSESSMENT CRITERION 4 
    The consequences of not covering foreign exchange risk appropriately are explained with examples of their possible impact on the organisation. 

    SPECIFIC OUTCOME 6 
    Arrange transit insurance cover. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Transaction parameters are analysed to determine the organisation's exposure to transit risk in terms of Incoterms. 

    ASSESSMENT CRITERION 2 
    Transit insurance is effected in accordance with organisational policies and procedures and risk. 

    ASSESSMENT CRITERION 3 
    Import insurance claims are processed in order to compensate for transit losses. 

    SPECIFIC OUTCOME 7 
    Apply for letters of credit. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Import transactions are analysed to determine appropriate payment methods. 

    ASSESSMENT CRITERION 2 
    A letter of credit application is compiled in accordance the import order. 

    ASSESSMENT CRITERION 3 
    Progress of the establishment of the letter of credit is monitored in order to effect finalisation. 

    ASSESSMENT CRITERION 4 
    Letter of credit details are communicated to affected parties. 
    ASSESSMENT CRITERION RANGE 
    Affected parties may include but are not limited to seller, supplier and forwarder.
     


    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 import transactions.
  • Types of shipment methods which can be used to import goods.
  • Calculation techniques.
  • Sources and types of tariffs to be used for imported cargo.
  • Methods and techniques for obtaining statutory approval for imported goods.
  • Sources of insurance and forward cover for import 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 pertaining to the processing of all import transaction administration. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others to processing import transactions. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information pertaining to the administration of import transactions. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively when submitting approval applications and import orders to relevant parties and in obtaining approval for forward cover. Also when communicating letters of credit to affected parties. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems where the incorrect processing of import transactions could have serious consequences for all parties involved in the transaction. 

    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 11244, "Perform the processes and procedures required for the administration of import 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. Global Maritime Legal Solutions Pty Ltd 
    5. Innovative Shared Services 
    6. Learning Exchange Pty (Ltd) 
    7. Metro Minds 
    8. NOSA LOGISTICS PTY LTD 
    9. P and R Development and Training (Pty) Ltd 
    10. Phephani Learnerships cc 
    11. Robertsons Cargo Consultancy (Pty) Ltd 
    12. School of Shipping 
    13. 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.