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SAQA-13931-7706-13929-13937-13934 - Assessment Guide & Alignment
SAQA-13931-7706-13929-13937-13934 - Assessment Guide & Alignment
CANDIDATE DETAILS
Candidate Name:
Identity Number
Tel: Email:
Assessor Name:
Tel: Email:
Moderator Name:
Tel: Email
Physical Address:
Tel:
Declaration:
Moderator
Date
signature
All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be m
quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY
REGISTERED QUALIFICATION:
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 qualification does not replace any other qualification and is not replaced by any other
qualification.
Learners working towards this qualification will find that the acquisition of competence in the unit
standards, which make up the qualification, will add value to their work performance. This
qualification is intended to enhance the provision of service within the field of Administration within all
sectors.
Through building day-to-day administration skills, as well as general operational competencies, the
qualification ensures progression of learning, enabling the learner to meet standards of service
excellence required within the administration field of learning.
The qualification will provide the broad knowledge, skills and values needed in the administration field
in all sectors and will facilitate access to, and mobility and progression within, education and training
for learners who:
Were previously disadvantaged or who were unable to complete their schooling and were
therefore denied access to Further Education and Training.
Have worked in this field for many years, but have no formal qualifications and would like to
achieve this qualification through the process of RPL (Recognition of Prior Learning) and/or formal
study
Wish to extend their range of skills and knowledge of administration within their respective
industries so that they can extend their competency levels.
The qualification has building blocks that can be developed further in qualifications at a higher level.
It also focuses on the skills, knowledge, values and attitudes required to progress further. The
intention is:
To promote the development of knowledge, skills and values that are required for service
excellence within the field of administration.
To release the potential of people.
To provide opportunities for people to move up the value chain.
The National Certificate in Business Administration Services: NQF Level 3 is designed to meet the
needs of those learners who are already involved, or wish to become involved, in the field of
Administration. It is applicable to employed and unemployed learners. Administration is an essential
field of learning as the competences required by people doing administrative tasks are generic in
nature and apply to all businesses in all sectors and to many non-business organizations such as
sports and cultural clubs and the like. Administrative tasks and administration are done at various
levels depending upon the nature and size of the organization and its management structure. People
involved in administration are known by such terms as secretaries, administrative assistants,
administrators and clerks depending on the organization in which they are employed. There is
therefore an on-going need for highly skilled administration personnel and a need for a well
developed learning pathway to cater for administrative personnel at the various levels at which they
operate.
The National Certificate in Business Administration Services at NQF: Level 3 is the second qualification
in a learning pathway that starts with the National Certificate in Business Administration level 2 and
ends, at present, with the National Certificate in Administration Level 5. It is planned to develop
degrees in Administration at levels 6, 7 and 8 as the final steps in the learning pathway.
The National Certificate in Business Administration Services at NQF: Level 3 supports the objectives of
the NQF in that it gives the learner access to a registered qualification. It will ensure that the quality
of education and training in the sub-field is enhanced and of a world-class standard. The qualification
will allow learners not only to develop their knowledge and skills in the field of Administration but will
also enable them to benchmark their competence against international standards.
The structure of this Unit Standard based Qualification makes the Recognition of Prior Learning
possible. If the learner is able to demonstrate competence in the knowledge, skills, values and
attitudes implicit in this qualification the appropriate credits should be assigned to the learner.
Recognition of Prior Learning will be done by means of Integrated Assessment as mentioned in the
previous paragraph.
For accelerated access to further learning at this or higher levels on the NQF
Gaining of credits towards a unit standard
Obtaining of this qualification in part or in whole
QUALIFICATION RULES
In keeping with SAQA requirements, the qualification is made up of unit standards that are classified
as Fundamental, Core and Elective for the purpose of this qualification. A minimum of 120 credits is
required to complete the qualification.
Fundamental Component:
All unit standards totaling 45 credits are compulsory.
Core Component:
Elective Component:
Learners exiting this qualification before completion, retain the credits for Unit Standards successfully
completed and may carry them over to other qualifications to which they are applicable. Learners may
also retain the credits until a later stage should studies be recommended, provided the Unit Standards
are still relevant to the qualification
Planning, monitoring and maintaining record keeping via appropriate information systems
Producing all relevant meeting documentation
Ensuring that all related office equipment is maintained
Utilising appropriate technology and related software programmes to produce, transmit and
process information
Setting personal goals and demonstrate an ability to develop self and employment prospects
Working effectively in a team
Conducting basic research projects in relation to administrative function
Demonstrating an overall understanding of the business environment
Integrated Assessment:
Because assessment practices must be open, transparent, fair, valid, and reliable and ensure that no
learner is disadvantaged in any way whatsoever, an integrated assessment approach is incorporated
into the qualification.
Learning, teaching and assessment are inextricably lined. Whenever possible, the assessment of
knowledge, skills, attitudes and values shown in the unit standards should be integrated.
Assessment of communication and mathematical literacy should be integrated as far as possible with
other aspects and should use authentic administration contexts wherever possible. A variety of
methods must be used in assessment and tools and activities must be appropriate to the context in
which the learner is working or will work. Where it is not possible to assess the learner in the
workplace or on-the-job, simulations, case studies, role-plays and other similar techniques should be
used to provide a context appropriate to the assessment.
The term `Integrated Assessment` implies that theoretical and practical components should be
assessed together and that more than one competency, assessment criterion and specific outcome
should be assessed together, where possible. During integrated assessments the assessor should
make use of formative and summative assessment methods and assess combinations of practical,
applied, foundational and reflective competencies.
Assessors should assess and give credit for the evidence of learning that has already been acquired
through formal, informal and non-formal learning and work experience.
Assessment should ensure that all specific outcomes, embedded knowledge and critical cross-field
outcomes are evaluated. The assessment of the critical cross-field outcomes should be integrated with
the assessment of specific outcomes and embedded knowledge.
INTERNATIONAL COMPARABILITY
International Comparability:
This qualification was compared with qualifications and standards in administration in:
Australia
New Zealand
England
Scotland
A direct comparison of the title, specific outcomes, assessment criteria, exit level outcomes and
embedded knowledge was undertaken with each. However, it was borne in mind that this qualification
was developed for the South African context, while at the same time requiring international
comparability.
It was decided that this qualification equated favourably, in terms of the components looked at and in
terms of the overall competencies in the qualification, with the administration qualifications in all the
countries mentioned. The qualification that best equates with this one is the Australian Certificate 2 in
Business (Office Administration) Code BSA 20197.
ARTICULATION OPTIONS
This qualification articulates with the following qualifications:
It should also articulate with any other qualification at level 3 in the following fields:
Secretarial services
Reception services
Switchboard operations
Financial administration
Banking administration
Personal/executive secretarial services
Data capturing
MODERATION OPTIONS
Anyone assessing a learner or moderating the assessment of a learner against this Qualification
must be registered as an assessor with a relevant Education, Training, Quality, Assurance (ETQA)
Body or with an ETQA that has a Memorandum of Understanding with the relevant ETQA.
Any institution offering learning that will enable the achievement of this Qualification must be
accredited as a provider with the relevant ETQA or with an ETQA that has a Memorandum of
Understanding with the relevant ETQA.
Moderation of assessment will be overseen by the relevant ETQA or by an ETQA that has a
Memorandum of Understanding with the relevant ETQA, according to the ETQA`s policies and
guidelines for assessment and moderation.
Moderation must include both internal and external moderation of assessments at exit points of
the qualification, unless ETQA policies specify otherwise. Moderation should also encompass
achievement of the competence described both in individual unit standards as well as in the exit level
outcomes described in the qualification.
CRITERIA FOR THE REGISTRATION OF ASSESSORS
For an applicant to register as an assessor for this qualification, the applicant should:
NOTES
As per the SAQA decision, after consultation with the Quality Councils, to re-register all qualifications
and part qualifications on the National Qualifications Framework that meet the criteria for re-
registration, this qualification has been re-registered from 1 July 2012.
Level, credits and learning components assigned to the qualification:
The certificate is made up of a planned combination of learning outcomes that have a defined
purpose and will provide qualifying learners with applied competence and a basis for further training.
It is a building block for the National Certificate in Administration: NQF Level 4.
UNIT STANDARDS:
PRE-2009
NQF
ID UNIT STANDARD TITLE NQF CREDITS
LEVEL
LEVEL
Demonstrate ability to use the World Wide NQF
Core 7573 Level 2 3
Web Level 02
NQF
Core 8420 Operate in a team Level 2 4
Level 02
Co-ordinate meetings, minor events and NQF
Core 13929 Level 3 3
travel arrangements Level 03
Demonstrate understanding of employment NQF
Core 10170 Level 3 3
relations in an organisation Level 03
NQF
Core 7785 Function in a business environment Level 3 4
Level 03
NQF
Core 7860 Introduce new staff to the workplace Level 3 1
Level 03
NQF
Core 7706 Maintain a Booking System Level 3 3
Level 03
NQF
Core 7796 Maintain a secure working environment Level 3 1
Level 03
NQF
Core 13937 Monitor and control office supplies Level 3 2
Level 03
Monitor and control the maintenance of office NQF
Core 13931 Level 3 4
equipment Level 03
Plan and conduct basic research in an office NQF
Core 13935 Level 3 6
environment Level 03
NQF
Core 13934 Plan and prepare meeting communications Level 3 4
Level 03
Plan, monitor and control an information NQF
Core 13933 Level 3 3
system in a business environment Level 03
NQF
Core 7567 Produce and use spreadsheets for business Level 3 5
Level 03
Produce word processing documents for NQF
Core 7570 Level 3 5
business Level 03
Use communication skills to handle and NQF
Core 9533 Level 3 3
resolve conflict in the workplace Level 03
Demonstrate an understanding of a selected NQF
Core 14357 Level 4 10
business environment Level 04
Accommodate audience and context needs in NQF
Fundamental 8968 Level 3 5
oral communication Level 03
Communicate verbally and non-verbally in the NQF
Fundamental 9960 Level 3 8
workplace Level 03
Demonstrate an understanding of the use of
different number bases and measurement NQF
Fundamental 9010 Level 3 2
units and an awareness of error in the context Level 03
of relevant calculations
Describe, apply, analyse and calculate shape
NQF
Fundamental 9013 and motion in 2-and 3-dimensional space in Level 3 4
Level 03
different contexts
NQF
Fundamental 8969 Interpret and use information from texts Level 3 5
Level 03
Investigate life and work related problems NQF
Fundamental 9012 Level 3 5
using data and probabilities Level 03
NQF
Fundamental 11241 Perform Basic Business Calculations Level 3 6
Level 03
Use mathematics to investigate and monitor
NQF
Fundamental 7456 the financial aspects of personal, business Level 3 5
Level 03
and national issues
Write texts for a range of communicative NQF
Fundamental 8970 Level 3 5
contexts Level 03
NQF
Elective 8000 Apply basic business principles Level 3 9
Level 03
Apply knowledge of basic accounting NQF
Elective 117111 Level 3 4
principles to financial services Level 03
Attend to customer enquiries face-to-face and NQF
Elective 7177 Level 3 4
on the telephone in a banking environment Level 03
NQF
Elective 7911 Manage the float Level 3 4
Level 03
NQF
Elective 13928 Monitor and control reception area Level 3 4
Level 03
Monitor and control the receiving and NQF
Elective 13930 Level 3 4
satisfaction of visitors Level 03
Outline the legal environment of a selected NQF
Elective 13936 Level 3 2
industry Level 03
Prepare and process documents for financial NQF
Elective 13932 Level 3 5
and banking processes Level 03
Process cheque, credit card and bank NQF
Elective 7798 Level 3 14
transactions Level 03
Process incoming and outgoing telephone NQF
Elective 7790 Level 3 3
calls Level 03
NQF
Elective 10025 Handle a range of customer complaints Level 4 4
Level 04
NQF
Elective 117156 Interpret basic financial statements Level 4 4
Level 04
NQF
Elective 242810 Manage Expenditure against a budget Level 4 6
Level 04
Perform financial planning and control NQF
Elective 114738 Level 4 6
functions for a small business Level 04
ASSESSMENT STRATEGY
QUALIFICATIO
N TITLE
Total Credit
Level 3
NQF Level 3 Value 130
Target Group
Range Addressed
The range covered, refers to all the unit standards, specific outcomes and
assessment criteria as outlined by the Qualification.
Assessment Approach
Assessment is focused on the applied competence of the learner and the relevant
unit standards determine the assessment criteria.
Summative Assessment
This is a summative assessment and assesses candidates
Rating
Learners are rated “Competent" or "Not Yet Competent”.
Assessment Instruments
Types of
Assessment Method
Evidence
Knowledge Questionnaire:
Product Sampling:
Assessment Conditions
The collection of evidence for the purposes of this assessment will take place in
either the candidate’s home-based environment or in the classroom. The candidate
will be expected to manage basic personal finance as stipulated by the Unit
Standards specific outcomes, range statements and assessment criteria.
Assessment Team
Special needs are dealt with in the Assessment Preparation Interview. Should the
candidate present any special needs requests, the assessment will be adjusted,
provided that the fairness, validity and reliability of the assessment are not
compromised.
1. Make assessment decision and discuss the results with the learner in a
face-to-face interview.
4. Advise the candidate on what action to take where he/she feels the need
to appeal your decision.
Make assessment
5. Allow the candidate time to provide you with feedback relevant to the
Decision
process.
Review the
Complete the “Assessment Review” documents and submit to the assessment
Assessment
co-ordinator.
Process
Dear :
This serves as a confirmation that your “Assessment Preparation Interview” will be conducted on
the _________________ (date) at _____________________ (venue).
We will discuss:
Please do not hesitate to contact me should you have any further queries.
Thank you
Learner’s Declaration
I…………………………………………………………………………………………….herewith
declare that I am ready for the assessment, that we have reviewed the assessment preparation and
plan, I understand the assessment process and I am happy that the assessment will be conducted in a
fair manner.
Learner Signature: Date: Assessor Date:
Signature:
COMPETENCE JUDGEMENT
Candidate Assessor
Venue Date
QUALIFICATIO
N
EVIDENCE SUMMARY
TYPES OF ASSESSMENT FEEDBACK REQUIREMENT
EVIDENCE METHODS S MET
YES NO
DIRECT KNOWLEDGE
QUESTIONNAIR
E
ASSESSMENT DECISION
The candidate has submitted evidence that is valid, relevant, current, sufficient and authentic
against the listed specific outcomes and covered all range statements. (Yes/No)
The candidate is not yet competent in the The following items needed some corrective action or
following criteria: improvement:
RE-ASSESSMENT DECISION: 1
The candidate has submitted additional evidence that was required. The evidence is valid, relevant,
sufficient and authentic against the listed specific outcomes and covered all range statements.
(Yes/No)
RE-ASSESSMENT DECISION: 2
The candidate has submitted additional evidence that was required. The evidence is valid, relevant,
sufficient and authentic against the listed specific outcomes and covered all range statements.
(Yes/No)
Declaration by candidate
APPEALS APPLICATION
Candidate Application Date
Assessor Assessment Date
Assessment Venue
Qualification against
which you were
assessed
Another Assessor
Different Time
List any special needs you may have.
RE-ASSESSMENT POLICY
The following will apply with reference to the (Insert company name) re-assessment policy:
1. When a candidate has to undergo re-assessment, he/she will be given specific feedback and
guidance so as to concentrate on areas of weakness.
2. The onus is on the candidate to communicate with the assessor to inform him/her when he/she
is ready for assessment
3. The re-assessment will take place in the same/similar situation or context and under the same
conditions
4. The same assessment methods and/or instruments may be used, but the task and materials will
be different but at the same level and complexity as the previous task
5. Re-assessment can take place a maximum of 2 times per candidate, per unit standard. Any
further reassessment must be discussed with clients so as to arrive at the best solution and
advice for the learner.
6. A maximum of 3 months will be allowed in between each re-assessment, unless otherwise
discussed between the parties
7. Guidance will be given to those candidates who are unsuccessful after 3 attempts, and possible
and more suitable learning avenues will be offered to learners. Costs will be discussed with
the SETA and client and any costs incurred will be at a learners’ cost.
ASSESSMENT REVIEW
Candidate Assessor
Venue Review date
Qualification
CANDIDAT
Review Dimension ASSESSOR ACTION
E
The principles/criteria for good Agree Agree
assessment were achieved. Disagree Disagree
The assessment related to the registered Agree Agree
unit standard. Disagree Disagree
Agree Agree
The assessment was practicable.
Disagree Disagree
It was time efficient and cost-effective
Agree Agree
and did not interfere with my normal
Disagree Disagree
responsibilities.
The assessment instruments were fair, Agree Agree
clear and understandable. Disagree Disagree
The assessment judgements were made Agree Agree
against set requirements. Disagree Disagree
The venue and equipment were Agree Agree
functional. Disagree Disagree
Special needs were identified and Agree Agree
assessment plan was adjusted. Disagree Disagree
Feedback was constructive against the Agree Agree
evidence required. Disagree Disagree
Agree Agree
An opportunity to appeals was given.
Disagree Disagree
Agree Agree
The evidence was recorded.
Disagree Disagree
CANDIDATES DECLARATION OF UNDERSTANDING
I am aware of the moderation process and understand that the moderator could declare the assessment decision
invalid
Specific
Specific outcomes and Delivery Formative Summative Date &
Media Aids, Formative Outcome
assessment criteria Methods activities Assessment Strategy signature
Resources Assessment Strategy Reference
P = Project Q = Questioning B = Brainstorming R = Role-play CS = Case
Formative Assessment Strategy Legend
Study W = Workplace Activity S = Self Assessment Checklist
O = Observation Q = Questioning PS = Product Sampling R = Role-play CS =
Summative Assessment Strategy Legend
Case Study T = Testimonial P = Project
Specific Outcome 1 Demonstrate an understanding of office equipment maintenance procedures and processes
Outcome Range
Summative Assessment Strategy O = Observation Q = Questioning PS = Product Sampling R = Role-play CS = Case Study
Legend T = Testimonial P = Project
Outcome Range
Outcome Range
graphically
UNIT STANDARD CCFO Identify and solve problems pertaining to Activity 1 – 11 Activity 1 – 9
IDENTIFYING the maintenance of office equipment.
UNIT STANDARD CCFO Work effectively with others to ensure Activity 1 – 11 Activity 1 – 9
WORKING that the production area is maintained.
UNIT STANDARD CCFO Collect, analyse, organise and critically Activity 1 – 11 Activity 1 – 9
ORGANISING evaluate information relating to
maintenance procedures and providers.
Summative Specific
Specific outcomes and Delivery Media Aids, Formative Formative Date &
Assessment Outcome
assessment criteria Methods Resources Assessment activities signature
Strategy Reference
Strategy
Specific Outcome 1 Explain the importance of giving accurate information to customers.
Narrative, discursive, reflective, argumentative, descriptive, expository, transactional, business correspondence,
Outcome Range
electronic texts, multi-media presentations.
AC1.1 Facilitation. Learner Manual, Q, CS, W, B Activity 1 Task 1-9 Learner Guide:
Explain the importance of Classroom Classroom equipment p.22-57
giving accurate information to discussion.
customers. Workbook:
p.25-49
Specific Outcome 2 Explain the reasons for providing an efficient service
Narrative, discursive, reflective, argumentative, descriptive, expository, transactional, business correspondence,
Outcome Range
electronic texts, multi-media presentations.
AC1.1 Facilitation. Learner Manual, Q, CS, W, B Activity 2 Task 1-9 Learner Guide:
Explain the reasons for Classroom Classroom equipment p.22-57
providing an efficient service discussion.
Workbook:
p.25-49
Specific Outcome 3 Explain the need to meet customer expectations in terms of knowledge of services and facilities.
Outcome Range Narrative, discursive, reflective, argumentative, descriptive, expository, transactional, business correspondence,
Specific Outcome 5 Explain the reasons for keeping bookings up to date and following up on unconfirmed bookings.
Narrative, discursive, reflective, argumentative, descriptive, expository, transactional, business correspondence,
Outcome Range
electronic texts, multi-media presentations.
AC1.1 Facilitation. Learner Manual, Q, CS, W, B Activity 5 Task 1-9 Learner Guide:
Explain the reasons for keeping Classroom Classroom equipment p.22-57
bookings up to date and discussion.
following up on unconfirmed Workbook:
bookings. p.25-49
Specific Outcome 6 Explain the importance of keeping other departments informed of current and future bookings.
Narrative, discursive, reflective, argumentative, descriptive, expository, transactional, business correspondence,
Outcome Range
electronic texts, multi-media presentations.
AC1.1 Facilitation. Learner Manual, Q, CS, W, B Activity 6 Task 1-9 Learner Guide:
Explain the importance of Classroom Classroom equipment p.22-57
keeping other departments discussion.
informed of current and future Workbook:
bookings. p.25-49
Specific Outcome 7 Given a range of customers, deal with customers politely and efficiently
Narrative, discursive, reflective, argumentative, descriptive, expository, transactional, business correspondence,
Outcome Range
electronic texts, multi-media presentations.
AC1.1 Facilitation. Learner Manual, Q, CS, W, B Activity 7 Task 1-9 Learner Guide:
Given a range of customers, Classroom Classroom equipment p.22-57
deal with customers politely discussion.
and efficiently Workbook:
p.25-49
Specific Outcome 8 Give customers accurate information and meet their enquiry needs.
Narrative, discursive, reflective, argumentative, descriptive, expository, transactional, business correspondence,
Outcome Range
electronic texts, multi-media presentations.
AC1.1 Facilitation. Learner Manual, Q, CS, W, B Activity 8 Task 1-9 Learner Guide:
Give customers accurate Classroom Classroom equipment p.22-57
information and meet their discussion.
enquiry needs. Workbook:
p.25-49
Specific Outcome 9 Promote the establishment?s services and facilities at all appropriate times and explain why.
Narrative, discursive, reflective, argumentative, descriptive, expository, transactional, business correspondence,
Outcome Range
electronic texts, multi-media presentations.
AC1.1 Facilitation. Learner Manual, Q, CS, W, B Activity 9 Task 1-9 Learner Guide:
Promote the establishment?s Classroom Classroom equipment p.22-57
services and facilities at all discussion.
appropriate times and explain Workbook:
why. p.25-49
Specific Outcome 10 Determine the availability of services and facilities correctly and communicate this clearly to the.
Narrative, discursive, reflective, argumentative, descriptive, expository, transactional, business correspondence,
Outcome Range
electronic texts, multi-media presentations.
AC1.1 Facilitation. Learner Manual, Q, CS, W, B Activity 10 Task 1-9 Learner Guide:
The purpose for Classroom Classroom equipment p.22-57
writing/signing, the target discussion.
audience and the context are Workbook:
clear in relation to the learning p.25-49
task or activity.
Specific Outcome 11 Offer alternative facilities to customers and explain the importance of doing this.
Narrative, discursive, reflective, argumentative, descriptive, expository, transactional, business correspondence,
Outcome Range
electronic texts, multi-media presentations.
AC1.1 Facilitation. Learner Manual, Q, CS, W, B Activity 1 1 Task 1-9 Learner Guide:
Specific Outcome 16 Given a system failure or error in manual systems, decide what action to take.
Narrative, discursive, reflective, argumentative, descriptive, expository, transactional, business correspondence,
Outcome Range
electronic texts, multi-media presentations.
AC1.1 Facilitation. Learner Manual, Q, CS, W, B Activity 16 Task 1-9 Learner Guide:
Given a system failure or error Classroom Classroom equipment p.22-57
in manual systems, decide what discussion.
action to take. Workbook:
p.25-49
Specific Outcome 17 Carry out all work in an organised and efficient manner taking account of priorities.
Narrative, discursive, reflective, argumentative, descriptive, expository, transactional, business correspondence,
Outcome Range
electronic texts, multi-media presentations.
AC1.1 Facilitation. Learner Manual, Q, CS, W, B Activity 1 7 Task 1-9 Learner Guide:
Carry out all work in an Classroom Classroom equipment p.22-57
organised and efficient manner discussion.
taking account of priorities. Workbook:
p.25-49
Specific Outcome 18 Describe situations where a guest's booking has been cancelled incorrectly
Narrative, discursive, reflective, argumentative, descriptive, expository, transactional, business correspondence,
Outcome Range
electronic texts, multi-media presentations.
AC1.1 Facilitation. Learner Manual, Q, CS, W, B Activity 18 Task 1-9 Learner Guide:
Describe situations where a Classroom Classroom equipment p.22-57
guest's booking has been discussion.
cancelled incorrectly Workbook:
p.25-49
Specific Outcome 19 In a different type of establishment describe how performance would be adapted.
Narrative, discursive, reflective, argumentative, descriptive, expository, transactional, business correspondence,
Outcome Range
electronic texts, multi-media presentations.
AC1.1 Facilitation. Learner Manual, Q, CS, W, B Activity 1 9 Task 1-9 Learner Guide:
In a different type of Classroom Classroom equipment p.22-57
establishment describe how discussion.
Unit standard Co-ordinate meetings, minor events and travel arrangements ID: 13929 Credits: 3 NQF
Level:3
Unit standard range • Working as part of an office support team includes contributing to the arrangements of meetings from lower level management to
executive levels
• Principles will include data gathering, liaison and negotiation with outside parties and team members
• Details of meeting will include venue, date, reason and time of meeting
Summative
Media Aids, Assessment Specific
Specific outcomes and Delivery Formative Formative Date &
Resources Instruments Outcome
assessment criteria Methods Assessment activities signature
& Reference
Instruments
Questions
Formative Assessment P = Project Q = Questioning B = Brainstorming R = Role-play CS = Case Study W = Workplace
Strategy Legend Activity S = Self Assessment Checklist
Specific Outcome 1 Identify a date, venue and time for a meeting or event
Outcome Range
AC1.1 Facilitation. Learner Manual, Q, CS, W, B Activity 1-8 Task 1-15 Learner Guide:
.A range of dates for Classroom Classroom p. 59-70
meeting/event are provided to discussion. equipment Workbook
attendees. p. 52-57
AC 1.2 Facilitation. Learner Manual, Q, CS, W, B Activity 1-8 Task 1-15 Learner Guide:
2. Suitable dates and venues Classroom Classroom p. 59-70
AC 1.3 Facilitation. Learner Manual, Q, CS, W, B Activity 1-8 Task 1-15 Learner Guide:
. Suitable dates and venues are Classroom Classroom p. 59-70
determined based on responses discussion. equipment Workbook
to range of dates provided. p. 52-57
AC 1.4 Facilitation. Learner Manual, Q, CS, W, B Activity 1-8 Task 1-15 Learner Guide:
. All related documentation is Classroom Classroom p. 59-70
forwarded to the attendees. discussion. equipment Workbook
p. 52-57
Summative
Media Aids, Assessment Specific
Specific outcomes and Formative Formative Date &
Delivery Methods Resources Instruments Outcome
assessment criteria Assessment activities signature
& Reference
Instruments
Questions
Outcome Range
AC 2.1 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 1-8 Task 1-15 Learner Guide:
Venue is selected and discussion. Classroom p. 59-70
booked. equipment Workbook
p. 52-57
AC 2.2 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 1-8 Task 1-15 Learner Guide:
2. Process of selecting venue discussion. Classroom p. 59-70
is described. equipment Workbook
p. 52-57
AC 2.3 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 1-8 Task 1-15 Learner Guide:
. Special arrangements, discussion. Classroom p. 59-70
logistics, meeting room equipment Workbook
layout and equipment p. 52-57
AC. 2.4 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 1-8 Task 1-15 Learner Guide:
Process of selecting date, discussion. Classroom p. 59-70
caterer and menu is equipment Workbook
described, taking into p. 52-57
AC 2.5 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 1-8 Task 1-15 Learner Guide:
Methods of calculation are discussion. Classroom p. 59-70
appropriate to the problem equipment Workbook
types p. 52-57
AC 2.6 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 1-8 Task 1-15 Learner Guide:
Agenda for meeting/event is discussion. Classroom p. 59-70
forwarded to venue provider equipment Workbook
and caterers so that correct p. 52-57
AC 2.6 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 1-8 Task 1-15 Learner Guide:
6. Venue and caterers are discussion. Classroom p. 59-70
notified in writing and equipment Workbook
deposits paid. p. 52-57
Summative
Media Aids, Assessment Specific
Specific outcomes and Formative Formative Date &
Delivery Methods Resources Instruments Outcome
assessment criteria Assessment activities signature
& Reference
Instruments
Questions
Outcome Range
AC 3.1 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 9-13 Task 1-15 Learner Guide:
1. Travel, car hire and discussion. Classroom p. 74-76
accommodation requirements equipment Workbook
for all attendees are determined. p. 61-63
AC 3.2 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 9-13 Task 1-15 Learner Guide:
2. Suitable accommodation is discussion. Classroom p. 74-76
secured and bookings equipment Workbook
AC 3.3 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 9-13 Task 1-15 Learner Guide:
Car hire facilities are identified discussion. Classroom p. 74-76
and confirmed in writing. equipment Workbook
p. 61-63
AC. 3.4 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 9-13 Task 1-15 Learner Guide:
4. Travel arrangements are discussion. Classroom p. 74-76
made and all necessary equipment Workbook
documentation forwarded to the p. 61-63
attendees.
AC 3.5 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 9-13 Task 1-15 Learner Guide:
5. Invoices relating to travel, discussion. Classroom p. 74-76
car hire and accommodation are equipment Workbook
processed. p. 61-63
AC 3.6 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 9-13 Task 1-15 Learner Guide:
processed.
Summative
Media Aids, Assessment Specific
Specific outcomes and Formative Formative Date &
Delivery Methods Resources Instruments Outcome
assessment criteria Assessment activities signature
& Reference
Instruments
Questions
Summative Assessment Strategy O = Observation Q = Questioning PS = Product Sampling R = Role-play CS = Case Study
Legend T = Testimonial P = Project
Specific Outcome 4 Assemble and distribute documentation for meeting or event in good/sufficient time to attendees
Outcome Range
AC 4.1 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 14-15 Task 1-15 Learner Guide:
Deadline date for receipt of discussion. Classroom p. 74-76
documentation from equipment Workbook
contributors is established p. 61-63
AC 4.2 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 14-15 Task 1-15 Learner Guide:
Deadline date is discussion. Classroom p. 74-76
communicated to equipment Workbook
contributors. p. 61-63
AC 4.3 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 14-15 Task 1-15 Learner Guide:
Documents are assembled, discussion. Classroom p. 74-76
copied and collated. equipment Workbook
p. 61-63
AC 4.4 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 14-15 Task 1-15 Learner Guide:
. 4. Relevant documents are discussion. Classroom p. 74-76
timeously distributed in hard equipment Workbook
or electronic form to p. 61-63
participants.
Summative
Critical cross-field outcomes Description Formative activities Comments
assessment
UNIT STANDARD Identify and solve problems regarding Activity 1, Activity 2, Task 1, Task 2,
UNIT STANDARD CCFO Work effectively with others liaising Activity 1, Activity 2, Task 1, Task 2,
WORKING and negotiating dates and venues. Activity 3, activity 4 Task 3, task 4
..
UNIT STANDARD CCFO Organise oneself and one`s activities Activity 6, Activity 7 Task 6, Task 7
ORGANISING to collect and collate information on
venues and caterers.
UNIT STANDARD CCFO Communicate effectively using Activity 1, Activity 2, Task 1, Task 2,
COMMUNICATING assertive telephone techniques and Activity 3 Task 3
negotiating skills.
UNIT STANDARD CCFO Use science and technology to Activity 11, Activity 13, Task 11, Task 13,
SCIENCE communicate meeting details (e-mail, activity 15 task 15
fax and telephone).
Unit standard range Storage and retrieval types include paper based or electronic which are:
Numerical
Alphabetical
Chronological
Geographical (areas)
Subject
Storage and retrieval includes paper based and electronic systems.
Outcome Range
1. Office supplies levels Facilitation. Learner Manual, Q Activity 1-3 1-9 Learner Guide:
are identified and Classroom Classroom Identifying p.78-83
discussion. equipment
recorded. Written question
2. Office supply levels Workbook:
Unit conversions
are ascertained and p. 67-70
compared to required Facilitation. Learner Manual, Q Activity 1-3 1-9 Learner Guide:
levels. Classroom Classroom Identifying p.78-83
3. Records are checked discussion. equipment
Written question
for compliance with Workbook:
Unit conversions
organisational p. 67-70
requirements. Facilitation. Learner Manual, Q Activity 1-3 1-9 Learner Guide:
Summative Assessment Strategy O = Observation Q = Questioning PS = Product Sampling R = Role-play CS = Case Study T
Outcome Range
1. Office supply processes and Facilitation. Learner Manual, Q Activity 4-5 1-9 Learner Guide:
procedures are monitored and
Classroom Classroom Identifying p.84-90
evaluated.
2. Out-of-line situations are identified discussion. equipment
and highlighted. Written question
3. Remedial action is taken to bring Workbook:
office supply processes and Unit conversions
p. 71-72
procedures back in line. data
4. Areas for improvement are identified
and recommendations are made the Calculations
authorised individuals.
Summative Assessment Strategy O = Observation Q = Questioning PS = Product Sampling R = Role-play CS = Case Study T
Legend = Testimonial P = Project
1. Distribution procedures are Facilitation. Learner Manual, Q, Identifying Activity 6-8 1-9 Learner Guide:
identified, set and communicated. Classroom Classroom Written question p.91-95
2. Office supply requests are discussion. equipment
Unit conversions
received and recorded. Workbook:
data
3. Office supplies are distributed p. 73-81
Calculations
within agreed timeframes.
4. Office supply distribution Facilitation. Learner Manual, Q Activity 6-8 1-9 Learner Guide:
procedures are followed. Classroom Classroom Identifying p.91-95
5. Areas of non-conformance are discussion. equipment
Written question
identified and highlighted. Workbook:
Unit conversions
6. Remedial action is taken to p. 73-81
Calculations
rectify office supply distribution
processes and procedures.
Facilitation. Learner Manual, Q Activity 6-8 1-9 Learner Guide:
Classroom Classroom
discussion. equipment
Identifying p.91-95
Measurement
Workbook:
Unit Conversions
p. 73-81
calculations
UNIT STANDARD Identify and solve problems pertaining Activity 6-8 PS, Q
CCFO IDENTIFYING to the standards and effectiveness of the
filing and retrieval system. POE
UNIT STANDARD Work effectively with others to ensure Activity 6-8 PS, Q
CCFO WORKING that the filing and retrieval system is
maintained. POE
UNIT STANDARD Collect, analyse, organise and critically Activity 6-8 PS, Q
CCFO COLLECTING evaluate information in order to
simplify a filing and retrieval system. POE
Unit standard range • Resources for agenda will include chairperson, committees, members, matters arising from previous minutes.
• Resources for minute taking will include sufficient paper, pen, pencils, eraser, tapes, tape recorder, extension cord, note book, minute book,
resolutions and agenda.
Summative
Media Aids, Assessment
Specific outcomes and Delivery Formative Formative Specific Outcome Date &
Resources Instruments
assessment criteria Methods Assessment activities Reference signature
&
Instruments
Questions
Outcome Range
AC1.1 Facilitation. Learner Manual, Q, CS, W, B Activity 1-4 Task 1-5 Learner Guide:
. 1. The advantages of a well Classroom Classroom p. 97-101
constructed agenda are discussion. equipment Workbook
explained. P83-87
AC 1.2 Facilitation. Learner Manual, Q, CS, W, B Activity 1-4 Task 1-5 Learner Guide:
2. Matters on agenda appear in Classroom Classroom p. 97-101
a logical and systematical discussion. equipment Workbook
order. P83-87
AC 1.3 Facilitation. Learner Manual, Q, CS, W, B Activity 1-4 Task 1-5 Learner Guide:
. Sources of agenda matters are Classroom Classroom p. 97-101
identified and explained discussion. equipment Workbook
P83-87
AC 1.4 Facilitation. Learner Manual, Q, CS, W, B Activity 1-4 Task 1-5 Learner Guide:
. 4. An agenda is produced in Classroom Classroom p. 97-101
the required format and time discussion. equipment Workbook
frame. P83-87
Summative
Media Aids, Assessment Specific
Specific outcomes and Formative Formative Date &
Delivery Methods Resources Instruments Outcome
assessment criteria Assessment activities signature
& Reference
Instruments
Questions
Outcome Range
AC 2.1 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 5-8 Task 6-9 Learner Guide:
Types of minutes are discussion. Classroom p. 102-106
AC 2.2 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 5-8 Task 6-9 Learner Guide:
. The importance of accurate discussion. Classroom p. 102-106
recording and producing of equipment Workbook
minutes is explained. P 88-91
AC 2.3 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 5-8 Task 6-9 Learner Guide:
. The distribution list is discussion. Classroom p. 102-106
described. equipment Workbook
P 88-91
AC. 2.4 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 5-8 Task 6-9 Learner Guide:
4. Methods of distributing discussion. Classroom p. 102-106
minutes are explained. equipment Workbook
P 88-91
.
AC 2.5 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 5-8 Task 6-9 Learner Guide:
The reasons for distributing discussion. Classroom p. 102-106
minutes promptly is equipment Workbook
explained P 88-91
Summative
Media Aids, Assessment Specific
Specific outcomes and Formative Formative Date &
Delivery Methods Resources Instruments Outcome
assessment criteria Assessment activities signature
& Reference
Instruments
Questions
Outcome Range
AC 3.1 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 9-11 Task 10-12 Learner Guide:
discussion.
AC 3.2 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 9-11 Task 10-12 Learner Guide:
. Items to be included in discussion. Classroom p. 107-113
minutes of meeting are listed equipment Workbook
and explained.. P 92-95
AC 3.3 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 9-11 Task 10-12 Learner Guide:
Attendees to meeting are discussion. Classroom p. 107-113
identified equipment Workbook
P 92-95
AC. 3.4 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 9-11 Task 10-12 Learner Guide:
. The characteristics of good discussion. Classroom p. 107-113
minutes are identified and equipment Workbook
explained P 92-95
AC 3.5 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 9-11 Task 10-12 Learner Guide:
. Minutes are concise and discussion. Classroom p. 107-113
accurate and reflect equipment Workbook
proceedings. P 92-95
AC 3.6 Facilitation. Classroom Learner Manual, Q, CS, W, B Activity 9-11 Task 10-12 Learner Guide:
Minutes are produced and discussion. Classroom p. 107-113
distributed in required format equipment Workbook
and time frame. P 92-95
Summative
Critical cross-field outcomes Description Formative activities Comments
assessment
UNIT STANDARD Identify and solve problems pertaining to Activity 7, Activity 8 Task 7, Task 8
UNIT STANDARD CCFO Work effectively with others in the Activity 2, Activity 3, Task 2, Task 3,
..
UNIT STANDARD CCFO Organise oneself and one`s activities Activity 2, Activity 3, Task 2, Task 3,
UNIT STANDARD CCFO Collect, analyse, organise and Activity 8, Activity 9, Task 8, Task 9,
UNIT STANDARD CCFO Communicate effectively with all Activity 10, Activity 11, Task 10 , Task11,
UNIT STANDARD CCFO Understand the world as a set of Activity 7, Activity 12, Task 7, Task 12,
Assessment Instruments
Assessor’s name
Moderator’s name
Date of assignments
Date of feedback
Qualification National Certificate: Contact Centre and Business Process Outsourcing Support NQF LEVEL 3
)
Actions required Certification Re-assessment Date of re-assessment
Assessor’s signature
Moderator’s signature
Assessor’s name
Moderator’s name
Date of feedback
Assessor’s signature
Moderator’s signature
Assessor’s name
Moderator’s name
Date of Observation
Date of feedback
Assessor’s signature
Moderator’s signature