Assessor Resource

TLIA5059
Plan and organise the international forwarding of freight by sea and multimodal transport

Assessment tool

Version 1.0
Issue Date: March 2024


This unit involves the skills and knowledge required to plan and organise international forwarding of freight by sea and multimodal transport (covering importing, exporting and transiting freight).

Typically, individuals work independently or as part of a team under direct and/or indirect supervision, perform detailed analyses, use discretion and judgement, and take responsibility for the quality of their outputs.

All activities are carried out in accordance with relevant organisational policy and procedures, as well as national and global codes of practice and regulations applicable to international freight forwarding.

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

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



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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Select routing for sea and multimodal freight transport

1.1

Requirements for international sea and multimodal freight transport services are confirmed and clarified with customer

1.2

Critical logistics aspects of freight transport are determined, analysed and considered in planning freight forwarding solution/s

1.3

Checks are made to ensure all routing requirements for international sea and multimodal freight transport are fulfilled

1.4

Special transport services advice is sought as required

1.5

Suitable routing for sea or multimodal transport is selected after considering options available and analysing risks involved

1.6

Alternative routing options are identified for use in contingencies

2

Advise on and organise packaging, packing, stowage and storage of freight for sea and multimodal freight transport

2.1

Given cargo type, transport mode, destination and selected route/s, suitable options for packaging, packing, stowage and storage of freight are determined

2.2

Container types suitable for sea and multimodal transport and appropriate for freight type, are reviewed and appropriate options are selected

2.3

Advice is provided to customer on packaging, packing, stowage and storage of freight, including loading and packing of suitable container types

2.4

Pricing of containers and other forms of suitable freight packaging is calculated and advice is provided to customer

2.5

Appropriate actions are taken to organise for planned forwarding project

2.6

Shipping documents required for selected containers or other forms of packaging are prepared in accordance with regulatory requirements and standard operating procedures

3

Assist in organising insurance for sea and multimodal freight transport

3.1

Risks involved in planned sea or multimodal freight forwarding solution are identified and analysed

3.2

Transport and liability insurance requirements for proposed forwarding solution are evaluated and considered

3.3

Assistance in selecting and organising appropriate insurance options is provided to customer in accordance with applicable regulatory requirements and standard operating procedures

4

Organise permits and authorisations needed for sea and multimodal freight transport

4.1

Documentation requirements are determined for cargo, transport mode/s) and selected routing concerned, including all permits and authorisations

4.2

Documentation requirements are organised, completed and processed in accordance with applicable regulatory requirements and standard operating procedures

5

Liaise with freight forwarding global network

5.1

Appropriate liaison with agents, carriers and others in the global network and supply chain is undertaken to plan and organise freight forwarding project

5.2

Appropriate information is communicated when liaising with the freight forwarding global network in accordance with regulatory requirements and standard operating procedures

6

Track international cargo being forwarded by sea or multimodal freight transport

6.1

International cargo being transported by sea or multimodal freight transport is tracked using available systems and technologies

6.2

Problems with transiting freight identified during tracking activities are evaluated and appropriate actions are initiated to address these problems

6.3

Advice on progress of shipment and any action taken to address unexpected contingencies, is provided to customer

7

Complete required documentation and records

7.1

All forms and other documentation required for freight forwarding project are completed in accordance with applicable regulatory requirements and standard operating procedures

7.2

Records of arrangements and transactions made are kept in accordance with applicable regulatory requirements and standard operating procedures

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

applying relevant codes of practice and applicable legislative requirements to the task

communicating effectively with others including checking to confirm messages and responses are correctly and clearly understood (particularly in situations where communication is with a person for whom English is a second language)

completing documentation accurately

completing freight forwarding estimates and calculations of variables such as size, weight, distance, risks and costs

interpreting and following operational instructions and prioritising work

liaising with the freight forwarding global network and modifying activities as needed

monitoring work activities in terms of planned schedule and deadlines

organising permits and authorisations needed for sea and multimodal freight transport

reading and interpreting instructions, procedures, information and signs

reporting and/or rectifying identified problems in accordance with regulatory requirements and workplace procedures

responding appropriately to cultural differences in the workplace

selecting routing for sea and multimodal freight transport

working collaboratively with others.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

applicable regulations and legislation:

Australian and international regulations, conventions and codes of practice for international forwarding of freight

Australian and international standards and certification requirements

relevant Australian and international environmental protection legislation

relevant Australian and international transport security and safety legislation

relevant regulations for importing and exporting cargo

relevant regulations for international trading and financial transactions

Australian and international regulations and conventions applicable to planning and organising international freight forwarding by sea or multimodal transport (including importing, exporting and transiting goods)

cargo types, consignments and consolidations

containers and containerisation, including types, purposes, dimensions and specifications; loading principles and processes; load planning for containers

definitions, purpose and uses of Incoterms and Combiterms

major trade routes, services, conferences, ports and freight terminals as they apply to maritime and multimodal freight transport

maritime terminals, cargo handling and terminal equipment at major worldwide ports and freight terminals

packaging cargo for transit by sea

parameters of freight transport services

principles and forms of maritime and multimodal freight transport

principles and techniques of closed-loop communication in which checks are made to confirm that messages and responses being given or received are unambiguous and are correctly and clearly understood

principles of international trade and commerce

principles of quality assurance and customer service standards, policies and procedures as they apply in the international freight forwarding industry

processes for chartering vessels – types of charter, terms and contracts

relevant work health and safety (WHS)/occupational health and safety (OHS) and environmental procedures and regulations

sources of information and documentation for planning and organising international freight forwarding by sea or multimodal transport, including regulatory bodies, permits and authorisations

standard procedures, codes of practice and protocols for planning and organising international freight forwarding by sea or multimodal transport (including importing, exporting and transiting goods)

types of marine cargo vessels – their applications, capacity and routes

types of multimodal transport

types of pre-transport issues in freight forwarding , including adequacy of insurance and packaging, security, stowage and handling in transit

typical problems that can occur when planning and organising international freight forwarding by sea or multimodal transport and related appropriate action that can be taken to prevent or solve these problems.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

Assessment port must occur in workplace operational situations where it is appropriate to do so. Where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Resources for assessment include:

a range of relevant exercises, case studies and/or simulations

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

relevant materials, tools, equipment and personal protective equipment currently used in industry.


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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Select routing for sea and multimodal freight transport

1.1

Requirements for international sea and multimodal freight transport services are confirmed and clarified with customer

1.2

Critical logistics aspects of freight transport are determined, analysed and considered in planning freight forwarding solution/s

1.3

Checks are made to ensure all routing requirements for international sea and multimodal freight transport are fulfilled

1.4

Special transport services advice is sought as required

1.5

Suitable routing for sea or multimodal transport is selected after considering options available and analysing risks involved

1.6

Alternative routing options are identified for use in contingencies

2

Advise on and organise packaging, packing, stowage and storage of freight for sea and multimodal freight transport

2.1

Given cargo type, transport mode, destination and selected route/s, suitable options for packaging, packing, stowage and storage of freight are determined

2.2

Container types suitable for sea and multimodal transport and appropriate for freight type, are reviewed and appropriate options are selected

2.3

Advice is provided to customer on packaging, packing, stowage and storage of freight, including loading and packing of suitable container types

2.4

Pricing of containers and other forms of suitable freight packaging is calculated and advice is provided to customer

2.5

Appropriate actions are taken to organise for planned forwarding project

2.6

Shipping documents required for selected containers or other forms of packaging are prepared in accordance with regulatory requirements and standard operating procedures

3

Assist in organising insurance for sea and multimodal freight transport

3.1

Risks involved in planned sea or multimodal freight forwarding solution are identified and analysed

3.2

Transport and liability insurance requirements for proposed forwarding solution are evaluated and considered

3.3

Assistance in selecting and organising appropriate insurance options is provided to customer in accordance with applicable regulatory requirements and standard operating procedures

4

Organise permits and authorisations needed for sea and multimodal freight transport

4.1

Documentation requirements are determined for cargo, transport mode/s) and selected routing concerned, including all permits and authorisations

4.2

Documentation requirements are organised, completed and processed in accordance with applicable regulatory requirements and standard operating procedures

5

Liaise with freight forwarding global network

5.1

Appropriate liaison with agents, carriers and others in the global network and supply chain is undertaken to plan and organise freight forwarding project

5.2

Appropriate information is communicated when liaising with the freight forwarding global network in accordance with regulatory requirements and standard operating procedures

6

Track international cargo being forwarded by sea or multimodal freight transport

6.1

International cargo being transported by sea or multimodal freight transport is tracked using available systems and technologies

6.2

Problems with transiting freight identified during tracking activities are evaluated and appropriate actions are initiated to address these problems

6.3

Advice on progress of shipment and any action taken to address unexpected contingencies, is provided to customer

7

Complete required documentation and records

7.1

All forms and other documentation required for freight forwarding project are completed in accordance with applicable regulatory requirements and standard operating procedures

7.2

Records of arrangements and transactions made are kept in accordance with applicable regulatory requirements and standard operating procedures

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Nonessential conditions can be found in the Companion Volume Implementation Guide.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

applying relevant codes of practice and applicable legislative requirements to the task

communicating effectively with others including checking to confirm messages and responses are correctly and clearly understood (particularly in situations where communication is with a person for whom English is a second language)

completing documentation accurately

completing freight forwarding estimates and calculations of variables such as size, weight, distance, risks and costs

interpreting and following operational instructions and prioritising work

liaising with the freight forwarding global network and modifying activities as needed

monitoring work activities in terms of planned schedule and deadlines

organising permits and authorisations needed for sea and multimodal freight transport

reading and interpreting instructions, procedures, information and signs

reporting and/or rectifying identified problems in accordance with regulatory requirements and workplace procedures

responding appropriately to cultural differences in the workplace

selecting routing for sea and multimodal freight transport

working collaboratively with others.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

applicable regulations and legislation:

Australian and international regulations, conventions and codes of practice for international forwarding of freight

Australian and international standards and certification requirements

relevant Australian and international environmental protection legislation

relevant Australian and international transport security and safety legislation

relevant regulations for importing and exporting cargo

relevant regulations for international trading and financial transactions

Australian and international regulations and conventions applicable to planning and organising international freight forwarding by sea or multimodal transport (including importing, exporting and transiting goods)

cargo types, consignments and consolidations

containers and containerisation, including types, purposes, dimensions and specifications; loading principles and processes; load planning for containers

definitions, purpose and uses of Incoterms and Combiterms

major trade routes, services, conferences, ports and freight terminals as they apply to maritime and multimodal freight transport

maritime terminals, cargo handling and terminal equipment at major worldwide ports and freight terminals

packaging cargo for transit by sea

parameters of freight transport services

principles and forms of maritime and multimodal freight transport

principles and techniques of closed-loop communication in which checks are made to confirm that messages and responses being given or received are unambiguous and are correctly and clearly understood

principles of international trade and commerce

principles of quality assurance and customer service standards, policies and procedures as they apply in the international freight forwarding industry

processes for chartering vessels – types of charter, terms and contracts

relevant work health and safety (WHS)/occupational health and safety (OHS) and environmental procedures and regulations

sources of information and documentation for planning and organising international freight forwarding by sea or multimodal transport, including regulatory bodies, permits and authorisations

standard procedures, codes of practice and protocols for planning and organising international freight forwarding by sea or multimodal transport (including importing, exporting and transiting goods)

types of marine cargo vessels – their applications, capacity and routes

types of multimodal transport

types of pre-transport issues in freight forwarding , including adequacy of insurance and packaging, security, stowage and handling in transit

typical problems that can occur when planning and organising international freight forwarding by sea or multimodal transport and related appropriate action that can be taken to prevent or solve these problems.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

Assessment port must occur in workplace operational situations where it is appropriate to do so. Where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Resources for assessment include:

a range of relevant exercises, case studies and/or simulations

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

relevant materials, tools, equipment and personal protective equipment currently used in industry.

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
Requirements for international sea and multimodal freight transport services are confirmed and clarified with customer 
Critical logistics aspects of freight transport are determined, analysed and considered in planning freight forwarding solution/s 
Checks are made to ensure all routing requirements for international sea and multimodal freight transport are fulfilled 
Special transport services advice is sought as required 
Suitable routing for sea or multimodal transport is selected after considering options available and analysing risks involved 
Alternative routing options are identified for use in contingencies 
Given cargo type, transport mode, destination and selected route/s, suitable options for packaging, packing, stowage and storage of freight are determined 
Container types suitable for sea and multimodal transport and appropriate for freight type, are reviewed and appropriate options are selected 
Advice is provided to customer on packaging, packing, stowage and storage of freight, including loading and packing of suitable container types 
Pricing of containers and other forms of suitable freight packaging is calculated and advice is provided to customer 
Appropriate actions are taken to organise for planned forwarding project 
Shipping documents required for selected containers or other forms of packaging are prepared in accordance with regulatory requirements and standard operating procedures 
Risks involved in planned sea or multimodal freight forwarding solution are identified and analysed 
Transport and liability insurance requirements for proposed forwarding solution are evaluated and considered 
Assistance in selecting and organising appropriate insurance options is provided to customer in accordance with applicable regulatory requirements and standard operating procedures 
Documentation requirements are determined for cargo, transport mode/s) and selected routing concerned, including all permits and authorisations 
Documentation requirements are organised, completed and processed in accordance with applicable regulatory requirements and standard operating procedures 
Appropriate liaison with agents, carriers and others in the global network and supply chain is undertaken to plan and organise freight forwarding project 
Appropriate information is communicated when liaising with the freight forwarding global network in accordance with regulatory requirements and standard operating procedures 
International cargo being transported by sea or multimodal freight transport is tracked using available systems and technologies 
Problems with transiting freight identified during tracking activities are evaluated and appropriate actions are initiated to address these problems 
Advice on progress of shipment and any action taken to address unexpected contingencies, is provided to customer 
All forms and other documentation required for freight forwarding project are completed in accordance with applicable regulatory requirements and standard operating procedures 
Records of arrangements and transactions made are kept in accordance with applicable regulatory requirements and standard operating procedures 

Forms

Assessment Cover Sheet

TLIA5059 - Plan and organise the international forwarding of freight by sea and multimodal transport
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

TLIA5059 - Plan and organise the international forwarding of freight by sea and multimodal transport

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: