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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE: 

Produce a basic terms of reference for the process of completing contractual agreements to secure specialist transport planning skills 
SAQA US ID UNIT STANDARD TITLE
244245  Produce a basic terms of reference for the process of completing contractual agreements to secure specialist transport planning skills 
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 5  Level TBA: Pre-2009 was L5  6 
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 
This unit standard will enable learners to produce a basic terms of reference to secure specialist transport planning skills. This unit standard will benefit learners within the transport planning sector and contributes to professionalism within transport planning processes and systems.

A person credited with this unit standard is able to:
  • Explain the critical elements of a tender process and a contractual agreement.
  • Produce a terms of reference (ToR) for the completion of a contractual agreement that meets the project and legal requirements.
  • Facilitate the tender award implementation of processes leading to the signing of a contractual agreement. 
    		•

    LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
  • Communication NQF Level 4. 
    		•

    UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Explain the critical elements of a tender process and a contractual agreement. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The processes to procure services are explained reflecting the principles of tender processes in accordance with relevant legislation. 
    ASSESSMENT CRITERION RANGE 
    Relevant legislation includes but not limited to tender regulations and Municipal Financial Management Act (MFMA).
     

    ASSESSMENT CRITERION 2 
    The basic requirements of the Public Finance Management Act (PFMA) are explained to reflect its impact on a tender process. 

    ASSESSMENT CRITERION 3 
    The critical elements of a contractual agreement are explained reflecting the requirements of relevant legislation. 
    ASSESSMENT CRITERION RANGE 
    Relevant legislation includes but not limited to tender regulations and Municipal Financial Management Act (MFMA).
     

    ASSESSMENT CRITERION 4 
    The basic requirements of the Public Finance Management Act (PFMA) are explained to reflect its impact on a contractual agreement. 

    ASSESSMENT CRITERION 5 
    The relationship between the tender process and the contract is explained reflecting the impact of the one on the other. 

    SPECIFIC OUTCOME 2 
    Produce a terms of reference (ToR) for the completion of a contractual agreement that meets the project and legal requirements. 
    OUTCOME RANGE 
    Terms of reference could include the scope, purpose, deliverables, budget, timeframes, objectives and tasks. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The tasks, activities, scope and the scale of work is described in relation to the skills required for the completion of the project. 

    ASSESSMENT CRITERION 2 
    A ToR is produced that clearly articulates deliverables, tasks and time frames to achieve the project outcomes. 

    ASSESSMENT CRITERION 3 
    Specific requirements of the ToR are explained to highlight the impact on the contractual agreement. 
    ASSESSMENT CRITERION RANGE 
    Specific requirements include but are not limited to time frames, budgets and minimum requirements.
     

    ASSESSMENT CRITERION 4 
    An advert is designed to attract the specific skills and competencies required. 

    ASSESSMENT CRITERION 5 
    A completed contractual agreement is produced that meets the project outcomes and legal requirements. 

    SPECIFIC OUTCOME 3 
    Facilitate the tender award implementation of processes leading to the signing of a contractual agreement. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The processes of implementation are clearly explained to reflect the organisational requirements and legal procurement requirements. 

    ASSESSMENT CRITERION 2 
    The processes for the approval of tender are followed in the accepted formats. 

    ASSESSMENT CRITERION 3 
    Communication with the relevant committees are undertaken within the time frames that meet organisational requirements. 

    ASSESSMENT CRITERION 4 
    An advert is placed utilising the required media. 

    ASSESSMENT CRITERION 5 
    A briefing session is planned to include organisational requirements. 

    ASSESSMENT CRITERION 6 
    Proposals are evaluated in accordance with the briefs to make a recommendation for award. 

    ASSESSMENT CRITERION 7 
    Close out activities are undertaken that leads to the signing of a contractual agreement. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • The assessment will be governed by the policies and guidelines of the relevant Education and Training Quality Assuror (ETQA) that has jurisdiction over this field of learning.
  • The assessor will be accredited, have the competence of this unit standard and be a subject matter expert in this learning area. 
    		•

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    Purpose of processes and procedures of:
  • Tender processes.
  • Communication channels.

    Attributes, properties, characteristics related to:
  • ToR concepts and characteristics.
  • Different kinds of media.

    Cause and effect, implications of:
  • Budget restrictions.
  • Project restrictions.

    Categories of things, processes, concepts:
  • A regulatory framework.
  • ToR processes, concepts.

    Procedures and techniques:
  • Organisational procedures.
  • Tender procedures.
  • Financial procedures.

    Regulations, legislation, agreements, policies:
  • Municipal Financial Management Act (MFMA).
  • Public Finance Management Act (PFMA).
  • Tender regulations.

    Theory - rules, laws, principles:
  • Project management theory.

    Relationships, systems:
  • The inter-relationship between inter-departmental committees and the project.
  • Inter-governmental relationships influencing project processes. 
    		•

    UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identifying and solving problems in which responses display that responsible decisions using critical and creative thinking have been made when:
  • Determining a project process. 
    		•

    UNIT STANDARD CCFO WORKING 
    Working effectively with others as a member of a team, group, organisation, and community during:
  • Working with committees. 
    		•

    UNIT STANDARD CCFO ORGANISING 
    Organising and managing oneself and one's activities responsibly and effectively when:
  • Plan ahead.
  • Compliance with applicable legislation.
  • Performing appropriate checks and procedures. 
    		•

    UNIT STANDARD CCFO COLLECTING 
    Collecting, analysing, organising and critically evaluating information to better understand and explain:
  • To solve project problems in terms of defining scope.
  • Evaluating proposals. 
    		•

    UNIT STANDARD CCFO SCIENCE 
    Using science and technology effectively and critically, showing responsibility towards the environment and health of others when:
  • Developing documentation. 
    		•

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrating an understanding of the world as a set of related systems by recognising that problem-solving contexts do not exist in isolation when:
  • Inter-governmental relations.
  • Tender procedures, financial legislation and organisation requirements. 
    		•

    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  58600   National Certificate: Land Transport Planning  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered"     		 2012-06-30  LG SETA 


    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.