9731 version 2
12-Feb-97
1 of 4
TRAVEL
Apply specific travel management
functions
level:
5
credit:
6
planned review date:
February 1998
sub-field:
Tourism
purpose:
This unit standard is for people training for a management
role in the travel industry. People credited with this unit
standard are able to: manage familiarisation trips as a
training tool; demonstrate knowledge of licensing
requirements; and determine insurance needs for a travel
organisation.
entry information:
Open.
accreditation option:
Evaluation of documentation and visit by NZQA and industry.
moderation option:
A centrally established and directed national moderation
system has been set up by the ServiceIQ.
special notes:
1
Glossary of terms
The term ‘industry procedures’ refers to a procedure
used and recommended by an organisation involved in
the travel industry. Procedures may cover quality
assurance, documentation, security, communication,
health and safety, and personal behaviour, and may
include time and cost constraints.
 New Zealand Qualifications Authority 2016
9731 version 2
12-Feb-97
2 of 4
TRAVEL
Apply specific travel management
functions
2
Performance of all elements should comply with the
laws of New Zealand: an indicative list of those which
apply to the travel industry is available from the Aviation
Tourism and Travel Training Organisation.
Elements and Performance Criteria
element 1
Manage criteria for making accounting decisions.
Range:
leisure or corporate travel offices.
performance criteria
1.1
Criteria for discounting procedures are applied in accordance with industry
procedures.
Range:
1.2
Criteria for managing cash flow are applied in accordance with industry
procedures.
Range:
1.3
profit margins, group discounts, corporate or leisure.
Bank Settlement Plan payment procedures, discounting, credit
cards, credit.
Criteria for setting and monitoring sales targets are applied in accordance with
industry procedures.
Range:
organisation, personal, leisure or corporate.
 New Zealand Qualifications Authority 2016
9731 version 2
12-Feb-97
3 of 4
TRAVEL
Apply specific travel management
functions
1.4
Criteria for assessing and prioritising requirements for resources are applied in
accordance with industry procedures.
Range:
1.5
two of the following - new, used, trade-in, leased, rented.
Criteria for monitoring and controlling office resources are applied in
accordance with industry procedures.
element 2
Manage familiarisation trips as a training tool.
performance criteria
2.1
Familiarisation trips which extend current knowledge are managed in
accordance with industry procedures.
Range:
domestic or international, reports, special project, presentations.
element 3
Demonstrate knowledge of licensing requirements.
Range:
International Air Transport Association (IATA), Travel Agents Association of
New Zealand (TAANZ) bonding and membership requirements.
performance criteria
3.1
Travel industry licensing requirements are described in terms of IATA and
TAANZ bonding and membership.
3.2
Procedures for completing applications for travel industry licensing are
described in accordance with IATA and TAANZ bonding and membership
requirements.
 New Zealand Qualifications Authority 2016
9731 version 2
12-Feb-97
4 of 4
TRAVEL
Apply specific travel management
functions
element 4
Determine insurance needs for a travel organisation.
Range:
office, fixtures and fittings, vehicles, professional indemnity.
performance criteria
4.1
Company assets are assessed in terms of replacement value.
Range:
two of the following - office, fixtures and fittings, vehicles.
4.2
Level of professional indemnity insurance required is assessed in terms of an
organisation’s potential liability.
4.3
Policies are identified, evaluated, and
organisation’s identified insurance needs.
selected
in
accordance
with
Comments to:
ServiceIQ
PO Box 25522
Wellington 6146
qualifications@serviceiq.org.nz
www.serviceiq.org.nz
by February 1998.
Please Note:
Providers must be accredited by the Qualifications Authority
before they can offer programmes of education and training
assessed against unit standards.
Accredited providers assessing against unit standards must
engage with the moderation system that applies to those unit
standards. [Please refer to relevant Plan ref: 0078]
 New Zealand Qualifications Authority 2016