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 THAT HAS PASSED THE END DATE: 

Know and understand the basics of marine insurance 
SAQA US ID UNIT STANDARD TITLE
117655  Know and understand the basics of marine insurance 
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 4  NQF Level 04  8 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "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 
A Learner competent against this unit standard will know and be able to demonstrate an understanding of the basic principles of Marine Insurance when dealing with any insurance claims or procedures. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
The credit calculation is based on the assumption that learners are already competent in terms of the following unit standard or areas of learning when starting to learn towards this unit standard:
  • Understand the roles and responsibilities of the players within the Ships Agency environment. 
    		•

    UNIT STANDARD RANGE 
    The scope of this Unit Standard is for any person working in the ships agency environment where knowledge and application of insurance claims procedures needs to be applied.

    The context of this Unit Standard refers to the knowledge components, aspects and practices of the insurance administrator involved in the shipping industry in South Africa.
    The level assigned to this Unit Standard is appropriate because a fairly narrow range of knowledge and cognitive skills is applied. Work is performed in a structured work context with minimal supervision that allows for learners to operate under self-direction and take full responsibility for all expected outcomes. 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Demonstrate an understanding of the basics of Marine Insurance. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The general provisions of relevant insurance legislation are explained. 

    ASSESSMENT CRITERION 2 
    The concept of protection and Indemnity and P&I Clubs is explained. 

    ASSESSMENT CRITERION 3 
    The basic history and workings of Lloyds are explained. 

    SPECIFIC OUTCOME 2 
    Demonstrate an understanding of the basics of the practice of marine insurance 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The nature of marine insurance, premiums and brokerage is demonstrated. 

    ASSESSMENT CRITERION 2 
    The nature of time and voyage policies and open covers is explained. 

    ASSESSMENT CRITERION 3 
    The nature of policy terms and conditions.; hull and freight (time and voyage); cargo; war and strikes 

    SPECIFIC OUTCOME 3 
    Demonstrate an understanding of the basics of Insurance Claims. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The nature of incidents that warrant insurance claims are demonstrated. 

    ASSESSMENT CRITERION 2 
    The limitations associated with Insurance claims are explained. 

    ASSESSMENT CRITERION 3 
    The nature of professional indemnity is explained. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
    1. Any institution offering learning that will enable achievement of this unit standard must be accredited by any relevant ETQA.
    2. Moderation of assessment will be overseen by the relevant ETQA at its discretion.
    3. Moderation should encompass achievement of competence described in both individual unit standards as well as the integrated competence described in the qualification. 

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    Essential embedded knowledge will be assessed through assessment of the Specific outcomes in terms of the stipulated Assessment criteria. Candidates are unlikely to achieve all the Specific outcomes, to the standards described in the Assessment criteria, without knowledge of the listed embedded knowledge. This means that for the most part, the possession or lack of the knowledge can be directly inferred from the quality of the candidate's performance. Where direct assessment of knowledge is required, assessment criteria have been included in the body of the unit standard.

    The following embedded knowledge is addressed in an integrated way in the unit standard:

    1. Claims associated with Marine Insurance
    2. The practice of Marine Insurance
    3. The general provisions of relevant insurance legislation.
    4. The basic history and workings of Lloyds
    5. The nature of marine insurance; premiums and brokerage
    6. The nature of Time and Voyage policies
    7. The meaning of "Open covers".
    8. The nature of Policy Terms and Conditions; hull and freight (time and voyage); cargo; war and strikes.
    9. The basics of General and Particular Average
    10. The nature of incidents that warrant insurance claims.
    11. The limitations associated with Insurance Claims.
    12. The nature of professional indemnity.
    13. The concept of "Protection and Indemnity" and P&I Clubs 

    UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify problems relating to Marine Insurance and make recommendations using critical thinking skills. 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage themselves and their activities with regard to the basic Marine Insurance function. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and evaluate information concerning common aspects of Marine Insurance Claims. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively using visual, mathematical and/or language skills - orally or written - with parties involved in Marine Insurance issues. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems by recognising that problem-solving contexts in insurance do not exist in isolation, particularly with regard to shipping of cargo across the globe. 

    UNIT STANDARD ASSESSOR CRITERIA 
    Assessors should keep the following principles in mind when designing and conducting assessments against this unit standard:
  • Focus the assessment activities on gathering evidence in terms of the main outcome expressed in the title to ensure assessment is integrated rather than fragmented. Remember we want to declare the person competent in terms of the title. Where assessment at title level is unmanageable, then focus assessment around each Specific outcome, or groups of Specific outcomes.
  • Make sure evidence is gathered across the entire range, wherever it applies. Assessment activities should be as close to the real performance as possible, and where simulations or role-plays are used, there should be supporting evidence to show the candidate is able to perform in the real situation.
  • Do not focus the assessment activities on each assessment criterion. Rather make sure the assessment activities focus on outcomes and are sufficient to enable evidence to be gathered around all the Assessment criteria.
  • The Assessment criteria provide the specifications against which assessment judgments should be made. In most cases, knowledge can be inferred from the quality of the performances, but in other cases, knowledge and understanding will have to be tested through questioning techniques. Where this is required, there will be Assessment criteria to specify the standard required.
  • The task of the assessor is to gather sufficient evidence, of the prescribed type and quality, as specified in this unit standard, that the candidate can achieve the outcomes again and again and again. This means assessors will have to judge how many repeat performances are required before they believe the performance is reproducible.
  • All assessments should be conducted in line with the following well documented principles of assessment: appropriateness, fairness, manageability, integration into work or learning, validity, direct, authentic, sufficient, systematic, open and consistent 
    		•

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

    UNIT STANDARD NOTES 
    Accreditation process (including moderation):
    Methods and tools of assessment:
    The following methods of assessment have been identified as the preferred measurement and assessment of learner competence in the above-mentioned Assessment Criteria

    1. Oral assessment methods (e.g. presentations)
    2. Written assessments/case studies/projects
    3. In-situ (on the job) observations OR simulation
    4. A portfolio of evidence - valid, reliable and authentic evidence from past achievements and experience may serve to supplement the assessment of applied competence.

    These methods must be carefully selected based on the purpose of the assessment (For example, the written method could be used to assess knowledge or on-job demonstration for practical competence). The assessment must integrate a number of different methods (no less than two of those detailed above) in order to give the assessor reliable and valid proof of competence and evidence of required attitudes

    The following tools may be used to supplement the above minimum assessment methods:

    Valid, reliable and authentic evidence (presented as a portfolio of evidence) from past achievements and experience may serve to supplement the assessment of applied competence. The portfolio should include inter alia:

    1. Written statements from persons (e.g. current and/or previous employer, colleague, peer, manager, external customers) confirming competence of the learner
    2. Relevant certificates or awards
    3. Previous assessment records
    4. Journals/logbook


    Conducting assessments

    1. Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA and be familiar with the full text and subject matter content of the Unit Standard being assessed.
    2. The assessor must ensure that the assessment covers the specific outcomes, critical cross-field outcomes and essential embedded knowledge.

    Additional Notes

    In presentation of this Unit Standard, the training approach should be proportioned as follows:
    1. Theory: 70%
    2. Tutorial: 30% 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  49155   Further Education and Training Certificate: Shipping  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  TETA 
    Elective  59298   Further Education and Training Certificate: Freight Forwarding and Customs Compliance  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  TETA 
    Elective  58759   National Certificate: Ports and Harbours  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered"     		 2015-06-30  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. Global Maritime Legal Solutions Pty Ltd 
    3. Learning Exchange Pty (Ltd) 
    4. Metro Minds 
    5. Robertsons Cargo Consultancy 
    6. Robertsons Cargo Consultancy (Pty) Ltd 
    7. SA Maritime School and Transport College 
    8. School of Shipping 


    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.