Assessor Resource

SITTTSL016B
Administer billing and settlement plan

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes a key operational function for the sale and ticketing of domestic and international airfares. It applies to tourism industry sectors and organisations where airfares are sold and ticketed; mainly to retail travel agencies, tour wholesalers and consolidators. The tourism enterprise must be accredited with the International Air Transport Association (IATA).

BSP administration would normally be managed within a computerised system but some small business operators may use a manual system.

The unit applies to frontline sales or operations personnel who operate with some level of autonomy or under limited supervision and guidance from others. It is undertaken by a diverse range of people such as retail travel consultants, retail travel agency managers, corporate consultants, ticketing consultants, reservations and operations consultants.

This unit describes the performance outcomes, skills and knowledge required to administer a billing and settlement plan (BSP) for any tourism organisation involved in the sale and ticketing of airfares. It requires the ability to compile all information and documentation for air ticket sales and to lodge and report payments with accuracy.

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Prerequisites

Nil

Employability Skills

The required outcomes described in this unit of competency contain applicable facets of employability skills. The Employability Skills Summary of the qualification in which this unit is packaged will assist in identifying employability skills requirements.



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, the range statement and the Assessment Guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

knowledge of BSP procedures and documentation

ability to apply BSP rules and procedures and complete BSP documents within typical workplace time constraints and the reporting deadlines determined by IATA and organisation

ability to complete multiple BSP documents accurately for multiple reporting periods and cover the full range of BSP reporting requirements relevant to the industry sector or organisation.

Context of and specific resources for assessment

Assessment must ensure:

demonstration of skills within a fully equipped industry-realistic office environment using appropriate computers, printers, publications and software programs currently used in the tourism industry to control the administration of the billing and settlement plan

use of industry-current actual or training facsimile IATA BSP documentation

assessment by or in conjunction with an assessor currently accredited by IATA for BSP.

Methods of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

written exercises, quizzes and tests of BSP reporting activities

review of actual or facsimile BSP documents completed by the candidate

written and oral questioning or interview to test knowledge of rules and procedures applicable to the completion of BSP documents

review of portfolios of evidence and third-party workplace reports of on-the-job performance by the candidate.

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

SITTTSL012B Construct domestic airfares

SITTTSL013B Construct normal international airfares

SITTTSL014B Construct promotional international airfares

SITTTSL015B Construct advanced international airfares.

Assessing employability skills

Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors. How these skills are applied varies between occupations and qualifications due to the different work functions and contexts.

Employability skills embedded in this unit should be assessed holistically with other relevant units that make up the skill set or qualification and in the context of the job role.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

This section describes the essential skills and knowledge and their level, required for this unit.

The following skills must be assessed as part of this unit:

literacy skills to read, interpret and complete BSP reporting documents

numeracy skills to calculate gross and nett ticket sales, IATA payments and refunds, costs and other reporting figures and to accurately reconcile the BSP return.

The following knowledge must be assessed as part of this unit:

role of IATA in BSP

IATA agency accreditation requirements

BSP procedures

BSP reporting timeframes

BSP documentation

general understanding of airfares and ticketing.

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording in the performance criteria is detailed below.

BSP reports may be for:

domestic travel

international travel.

BSP documentation may include:

paper-based or electronically transmitted materials

hard copy stocks

documents downloaded from BSP website

sales transmittal

refund notice

refund application

credit card charge forms

traffic document inventory report (TDIR)

BSP billing statement.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Compile all information and documentation required for BSP reports at the appropriate time. 
Check documents for accuracy, and identify and report on discrepancies. 
Complete agency sales reports for the given BSP reporting period. 
Complete refund notices and refund applications as required. 
Produce and check BSP reports to include all transaction details. 
Keep and file documents and reports according to BSP and organisation procedures. 
Reconcile statements according to BSP procedures and adjustment systems. 
Identify any discrepancies and action according to BSP procedures. 
Acquire BSP documentation according to BSP and organisation procedures. 
Minimise use of printed materials and maximise electronic transmission and filing of all documents to reduce waste and negative environmental impacts. 

Forms

Assessment Cover Sheet

SITTTSL016B - Administer billing and settlement plan
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

SITTTSL016B - Administer billing and settlement plan

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: