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

Analyse and report on client profitability 
SAQA US ID UNIT STANDARD TITLE
11257  Analyse and report on client profitability 
ORIGINATOR
SGB Procurement, Logistics and Supply Chain Mngt 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Procurement 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 4  NQF Level 04 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "Reregistered" 
2005-09-13  2007-11-28  SAQA 0160/05 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2008-11-28   2011-11-28  

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 is replaced by: 
US ID Unit Standard Title Pre-2009 NQF Level NQF Level Credits Replacement Status
252258  Gather information and report on client profitability  Level 4  NQF Level 04  Complete 

PURPOSE OF THE UNIT STANDARD 
This Unit Standard is intended for people who are, or who wish to be employed in the assessment of the financial contribution of individual clients to the forwarding and clearing organisation.

Individuals who are credited with this Unit Standard will be able to apply a knowledge and understanding of forwarding, finance and marketing, in order to analyse and report on client profitability. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
FOR 12 Facilitate the final release and delivery of goods imported by surface modes,
OR
FOR13 Facilitate the final release and delivery of goods imported and exported by Airfreight.

FOR 14 Apply Groupage processes and procedures to cargo imported by surface,
OR
FOR 15 Apply Breakbulk Operations processes and procedures to cargo imported by airfreight
FOR 17 Generate shipment costings, invoices, credit notes and estimates
Computerised spreadsheet skills 

UNIT STANDARD RANGE 
The specific outcomes as reflected in this unit standard are performed in a structured work context with minimal supervision, which allows for learners to operate under self-direction and take full responsibility for all expected outcomes.

Learners are expected to have access to the relevant regulations, guidelines etc?Learners, in performing the specific outcomes at the level expressed in this unit standard, are expected to generate a range of responses, a limited number of which are innovative, to well defined but often previously unencountered problems. Performance must be guided at all times by organisational processes, policies, procedures and systems, and accepted industry practice. 

Specific Outcomes and Assessment Criteria: 

SPECIFIC OUTCOME 1 
The learner must demonstrate the ability to consider a range of options. 
OUTCOME NOTES 
The learner must demonstrate the ability to consider a range of options, make decisions about and evidence performance around each of the specific outcomes. 

ASSESSMENT CRITERIA
 

ASSESSMENT CRITERION 1 
1. Establish individual client profitability benchmarks for the organisation. 

ASSESSMENT CRITERION 2 
2. Analyse individual client profitability against these benchmarks. 

ASSESSMENT CRITERION 3 
3. Report on individual client profitability and make recommendations. 


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 must be accredited by the relevant ETQA.
3. Moderation of assessment will be done by the relevant ETQA at its discretion. 

UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
ESSENTIAL EMBEDDED KNOWLEDGE:

The learners can understand, explain and apply:

1. Structure of industry tariffs
2. Concepts of revenue and disbursements
3. Client profitability benchmarks
4. The concepts of costs (operating and financial), revenue, cash flow and profit
5. Service provider credit terms including Customs deferment
6. Industry credit terms
7. Conducting of `what if analysis exercises`
8. Concepts of operating margins and returns. 


Critical Cross-field Outcomes (CCFO): 

UNIT STANDARD CCFO IDENTIFYING 
1. Identify and solve problems in which responses display that responsible decisions, using critical thinking, have been made,eg,
! Identify and apply the knowledge of the client profitability in arriving at workable solutions within a freight forwarding operation. 

UNIT STANDARD CCFO WORKING 
2. Work effectively with others as a member of a team, group, organisation or community,eg,
Appreciate that:
* since the Forwarding Industry is practised in an international environment at the micro, meso and macro levels it operates in systems which are reliant on others and which address the processing of data,
* the processing systems approach as well as the productivity orientation of Forwarding companies demands high levels of teamwork and the understanding, reaction and maintenance of team coherence and co- operation,
* the level of competency is largely dependent on the individual`s ability and capacity to operate effectively with peers, supervisors, internal and external customers. 

UNIT STANDARD CCFO ORGANISING 
3. Organise and manage oneself and one`s activities responsibly and effectively,eg,
! Prioritise and blend daily activities in such a way as to enable the working process to run effectively and efficiently. 

UNIT STANDARD CCFO COLLECTING 
4. Collect, analyse, organise and critically evaluate information,eg,
! Apply a knowledge and comprehension of the principles, processes and procedures used in client profitability analysis and reporting in the Freight Forwarding, Marketing and Financial environments.
! Collect, organise and analyse information received to arrive at rational decisions with regard to the solution of problems related to the establishment of Client Profitability in order to enhance the range and professionalism of service to customers. 

UNIT STANDARD CCFO COMMUNICATING 
5. Communicate effectively using visual, mathematical, and/or language skills in the modes of written and/or oral presentation,eg,
! Identify from written material and verbal interaction the specific requirements and needs of the existing and potential clients, communicate the resulting outcome of each selection decision to the affected parties by written and oral persuasion 

UNIT STANDARD ASSESSOR CRITERIA 
ASSESSMENT CRITERIA

A composite statement of outcomes which expresses applied competence in the particular component of practice

Outcomes will be judged by whether the learner can:

1. Apply knowledge and understanding of the principles of "What if " analysis, and of costs, revenue, and cash flow vs. profit, to :
! Establish client profitability benchmarks for the organisation.
! Establish and recommend industry rate structure alternatives to those engaged in securing new business and retaining existing business
! Communicate actual vs. benchmark profitability information to affected parties. 

UNIT STANDARD NOTES 
This unit standard has been replaced by unit standard 252258, which is "Gather information and report on client profitability", Level 4, 4 credits. 

QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
  ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
Core  22443   National Certificate: Freight Forwarding  Level 4  NQF Level 04  Passed the End Date -
Status was "Reregistered" 
2007-11-28  Was TETA until Last Date for Achievement 
Elective  57806   Further Education and Training Certificate: Exports  Level 4  NQF Level 04  Passed the End Date -
Status was "Reregistered" 
2016-12-31  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. Makwedeng Training 



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.