Assessor Resource

TLIA5061A
Plan and organise the international forwarding of freight by road and rail transport

Assessment tool

Version 1.0
Issue Date: May 2024


This unit was developed for persons involved in planning and organising the international forwarding of freight by road and rail transport as part of advanced international freight forwarding functions.

Typically these individuals must demonstrate the ability to 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.

This unit involves the skills and knowledge required to plan and organise international forwarding of freight involving road and rail transport (covering the importing, exporting and transiting of freight). This includes confirming customers' freight transport requirements; selecting routing for road and rail freight transport; advising on and organising the packaging, packing, loading, stowage and storage of road and rail freight; and completing freight forwarding calculations for road and rail transport. It also includes assisting in the organisation of insurance for road and rail freight transport; organising permits, authorisations etc.; liaising with the freight forwarding global network; tracking and tracing international cargo being forwarded by road and rail transport; and completing documentation and records required for road and rail freight transport. There are no specific licensing or certification requirements applicable to this unit.

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

Prerequisites

Not Applicable

Employability Skills

This unit contains employability skills.



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 knowledge and skills, the range statement and the assessment guidelines for this Training Package.

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

The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of:

selecting routing for road and rail freight transport

advising on and organising the packaging, packing, stowage and storage of freight for road and rail transport

completing freight forwarding calculations for road and rail freight transport

assisting in the organisation of insurance for road and rail freight transport

organising permits, authorisations etc. needed for road and rail freight transport

liaising with the freight forwarding global network when organising road and rail freight transport

tracking and tracing international cargo being forwarded by road and rail transport

completing documentation and records required for road and rail freight transport

Context of and specific resources for assessment

Performance is demonstrated consistently over a period of time and in a suitable range of contexts

Resources for assessment include:

a range of relevant exercises, case studies and/or other simulated practical and knowledge assessment, and/or

access to an appropriate range of relevant operational situations in the workplace

In both real and simulated environments, access is required to:

relevant and appropriate materials and equipment, and

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

Method of assessment

Assessment of this unit must be undertaken by a registered training organisation

As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests

Practical assessment must occur:

through activities in an appropriately simulated environment at the registered training organisation, and/or

in an appropriate range of situations in the workplace

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.

REQUIRED KNOWLEDGE AND SKILLS

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

Required knowledge:

Australian and international regulations and conventions applicable to the planning and organising of international freight forwarding involving road and rail transport (including the importing, exporting and transiting of goods)

Standard procedures, codes of practice, conventions and protocols for planning and organising international freight forwarding involving road and rail transport (including the importing, exporting and transiting of goods)

Relevant OH&S and environmental procedures and regulations

Principles of international trade and commerce

Principles and forms of road and rail freight transport

Types of road vehicles, trains and rollingstock - their applications, capacity and routes

Major road and rail routes, services, conferences, road and rail freight terminals as they apply to road and rail freight transport

Freight handling and terminal equipment at major worldwide road and rail freight terminals

Definitions, purpose and use of Incoterms and Combiterms

Freight types, consignments and consolidations

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

Sources of information and documentation needed when planning and organising international freight forwarding by road and rail transport, including permits and authorisations

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

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

Typical problems that can occur when planning and organising international freight forwarding by road and rail transport and related appropriate action that can be taken to prevent or solve them

Required skills:

Communicate effectively with others when planning and organising international freight forwarding involving road and rail transport, including unambiguous closed-loop communication in which checks are made to confirm that messages and responses are correctly and clearly understood (particularly in situations where communication is with a person for whom English is not the native language)

Read and interpret instructions, procedures, information and signs relevant to the planning and organising of international freight forwarding involving road and rail transport

Interpret and follow operational instructions and prioritise work

Complete documentation related to the planning and organising international freight forwarding by road and rail transport, including the use of calculators and data entry to a computer

Operate information and communication technology to required protocol

Perform required estimates and calculations of variables such as size, weight, distance, risk and costs when planning and organising international freight forwarding involving road and rail transport

Work collaboratively with others when planning and organising international freight forwarding involving road and rail transport

Adapt appropriately to cultural differences in the workplace, including modes of behaviour and interactions with others

Promptly report and/or rectify any identified problems that may arise when planning and organising international freight forwarding involving road and rail transport in accordance with regulatory requirements and workplace procedures

Implement contingency plans for unanticipated situations that may occur when planning and organising international freight forwarding involving road and rail transport

Monitor work activities in terms of planned schedule and deadlines

Apply relevant codes of practice and applicable legislative requirements

Modify activities depending on differing operational contingencies, risk situations and environments

Select and appropriately apply technology, information systems and procedures to complete workplace tasks

Select and use required personal protective equipment conforming to industry and OH&S standards

Work systematically with required attention to detail without injury to self or others, or damage to goods or equipment

Operate and adapt to differences in equipment in accordance with standard operating procedures

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance.

Mode of international freight transport may include:

road transport

rail transport

piggyback (combined transport road-rail transport)

International freight forwarding includes services related to:

the importing of goods

the exporting of goods

the transiting of goods

Trains used for international rail freight transport may include but are not limited to:

Conventional transport by railwagons or rollingstock, involving complete wagon loads (as part loads have now nearly disappeared), including:

various different types of railwagons or rollingstock (railway-owned or privately-owned)

special railwagons or rollingstock (e.g. with changeable axles, container-carrying railwagons or rollingstock etc.)

Combined transport by rail (road-rail transport), including:

piggyback (transport by rail of road semi-trailers)

container traffic by rail (unaccompanied combined transport)

swap-bodies (similar to containers)

Euro (pallet wide) containers

Road vehicles used for international freight transport may include but are not limited to:

vans and light rigid vehicles of varying length, width, height, loading and total weight

rigid trucks of varying length, width, height, loading and total weight

semitrailers and multi-combination vehicles of varying length, width, height, loading and total weight

vehicles capable of participating in combined freight movements such as road/rail, road/ferryboat, roll-on/roll-off vessels

vehicles capable of carrying special loads such as perishable goods, liquids, gases and heavy-lift cargo

vehicles with swap-bodies (similar to containers)

Pre-transport issues in the forwarding of freight by road and rail transport may include:

adequacy of insurance

adequacy of packaging

planning of the packing and loading of cargo into containers

planning for security, proper stacking and stowage and handling in transit

planning for clearance, delivery and receival during transit and at destination

Requirements for work may include:

international freight forwarding codes of practice, protocols and procedures

regulations relevant to the international forwarding of freight by road and rail transport

authorities and permits relevant to the international forwarding of freight by road and rail transport

workplace standard operating procedures

information and communications technology and related systems

global time zones and hours of operation

Parameters of road and rail freight transport services relevant to customer requirements may include:

standard operating procedures for forwarding of various types of international freight by road and rail

type of transport modes

road and rail transport routing

various consignment methods for road and rail transport

packaging, packing, stowage and storage options for road and rail transport, including road and rail freight containerisation or use of unit load devices

relevant legislative requirements

required import/export documentation, labelling and requirements

transport security checks

insurance requirements

service costs

contract arrangements

payment requirements and procedures

fiduciary and legal responsibilities of either party

Types of containers used in road and rail transport may include but are not limited to:

box (dry van)

open top

open side

bulk

tanks

reefer

platform

flat

Types of packages used for storing and protecting cargo during transit may include:

bags

cartons

thermal cartons with gel-ice

cases

drums

pallets

pallecons and other devices for carrying bulk liquids, pastes and powders

Consultative processes may involve:

customers

international and domestic agents and suppliers

railway or road transport company representatives

relevant regulatory authorities and institutions

other employees and supervisors

management

freight forwarding specialists

other professional or technical staff

Sources of information required to perform international freight forwarding functions may include:

websites of key international and Australian organisations such as FIATA, IMO, ICAO, IATA, CASA, AMSA, Australian Customs and Border Protection Service, AQIS, government agencies responsible for transport security etc.

key reference publications such as Incoterms, FIATA forms and documents, ICC publications, and other manuals, texts and handbooks on freight forwarding, international trade and related topics etc.

Communications systems may involve:

face-to-face conversation

telephone including fixed, mobile and IP phones

fax

email

electronic data transfer of information (EDI)

mail

Depending on the type of organisation concerned and the local terminology used, workplace procedures may include:

company procedures

enterprise procedures

organisational procedures

established procedures

Information/documents may include but are not limited to:

Australian and international regulations and codes of practice for the international forwarding of freight by road and rail

summaries and definitions of Incoterms and Combiterms

customers' instructions and transport requirements

workplace standard operating procedures and policies

operations manuals, job specifications and procedures and induction documentation

standard FIATA forms and documentation such as:

Waybill for inland transportation

Waybill for cross border traffics

International Customs Transit Document (e.g. carnet TIR)

a Truck Bill of Lading

a Rail Bill of Lading

a Negotiable Multimodal Transport Bill of Lading (FB/L)

a Non-negotiable Multimodal Transport Waybill (FWB)

a Forwarders Certificate of Receipt (FCR)

a Forwarders Certificate of Transport (FCT)

a Forwarders Warehouse Receipt (FWR)

a Forwarders Forwarding Instructions (FFI)

a Shippers Declaration for the Transport of Dangerous Goods (SDT)

a Shippers Intermodal Weight Certification (SIWC)

an Original Bill of Lading (OB/L)

a House Bill of Lading (HBL)

Multimodal Transport Bill of Lading (MTB/L)

cargo manifests

pre-advice and pre-alert documents

Australian and international standards, criteria and certification requirements

data obtained through communications technology equipment and oral, aural or signed communications

freight forwarder company's quality assurance standards and procedures

emergency procedures

Applicable regulations and legislation may include:

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

relevant regulations for the import and export of cargo

Australian and international standards and certification requirements

relevant regulations pertaining to international trading and financial transactions

relevant Australian and international transport security and safety legislation

relevant Australian and international environmental protection legislation

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 road and rail freight transport services are confirmed and clarified with the customer 
Critical logistics aspects of the freight transport are determined, analysed and taken into account in planning the freight forwarding solution(s) 
Checks are made that all conventions for international road and rail freight transport are fulfilled 
Where the freight forwarding involves special transport services, advice is sought as required from experts or specialists in the area of the special cargo or dangerous goods concerned 
Suitable routing for road and rail freight transport is selected after consideration of the options available and analysis of the risks involved 
Alternative routing options are identified for possible use in the event of contingencies 
Suitable options are determined for the packaging, packing, stowage and storage of freight given the type of cargo, the mode of transport, the destination and the selected route(s) 
Where applicable, container types suitable for road and rail freight transport and appropriate for the freight are reviewed and appropriate options selected 
Restrictions on the dimensions of containers for transport by road and/or rail are taken into account when selecting container types 
The pricing of containers and other forms of freight packaging suitable for road and rail freight transport is determined and advice provided to the customer 
Advice is provided to the customer on the selection, loading and packing of suitable container types and other forms of freight packaging as applicable 
Documentation required for the selected containers or other forms of packaging suitable for road and rail freight transport is prepared as per standard procedures and regulatory requirements 
Appropriate action is taken to organise and provide advice to the customer on the packaging, packing, stowage and storage of the freight for the planned forwarding project including the planning of the loading of the selected containers where applicable 
Calculations required in the course of planning and organising the international forwarding of freight involving road and rail freight transport are completed accurately and with the available computational aids 
Risks involved in the planned road and rail freight forwarding solution are identified and analysed 
Transport and liability insurance requirements for the proposed forwarding solution are evaluated and considered 
Assistance in selecting and organising appropriate insurance options is provided as per standard procedures and applicable regulatory requirements 
Documentation requirements are determined for the cargo, mode(s) of transport and selected routing concerned, including permits, authorisations etc. 
Documentation requirements are organised and processed as per standard procedures and applicable regulatory requirements 
Appropriate liaison with agents, carriers and others in the global network and supply chain is conducted to plan and organise the freight forwarding project 
Appropriate information and communications technology systems and equipment are used when liaising with the freight forwarding global network as per standard operating procedures and regulatory requirements 
International cargo being transported by road or rail freight transport is tracked and traced during a freight forwarding project using the available systems and technology 
Problems with the transit of freight identified during tracking activities are evaluated and appropriate action is initiated to address the problems as per standard procedures 
Advice is provided to the customer on the progress of the international road and rail freight transport project and any action taken to address unexpected contingencies 
Forms and documentation required for the planned freight forwarding project are completed as per standard operating procedures and applicable regulatory requirements 
Data is retrieved from and entered into computer systems as per standard operating procedures and applicable regulatory requirements 
Records of arrangements made and critical transactions are kept as per standard operating procedures and applicable regulatory requirements 

Forms

Assessment Cover Sheet

TLIA5061A - Plan and organise the international forwarding of freight by road and rail transport
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Assessment Record Sheet

TLIA5061A - Plan and organise the international forwarding of freight by road and rail transport

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

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