Assessor Resource

TLII2006A
Provide freight forwarding services to customers

Assessment tool

Version 1.0
Issue Date: May 2024


Work must be carried out in compliance with the relevant codes of practice and regulations for the carriage of freight.

Work is performed under general supervision, with some accountability and responsibility for self and others in achieving the prescribed outcomes. It involves the application of routine principles and procedures to the provision of freight forwarding services to customers.

This unit involves the skills and knowledge required to provide freight forwarding services to customers, including dealing with customer freight forwarding inquiries and explaining the processes and parameters of freight forwarding services. Licensing, legislative, regulatory or certification requirements are 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:

providing information to customers on freight forwarding operations

advising on procedures and protocols for forwarding various cargo to different destinations

maintaining enterprise records and documentation

advising on relevant export regulations and required documentation

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:

Relevant codes of practice and legislative requirements including local and international freight regulations

Relevant OH&S and environmental procedures and regulations

Procedures and protocols for the provision of freight forwarding services to customers

Sources of information and documentation needed when providing freight forwarding services to customers

Customer service policies and procedures

Typical problems that can occur when providing freight forwarding services to customers and related appropriate action that can be taken to prevent or solve them

Required skills:

Communicate effectively with others when providing freight forwarding services to customers

Read and interpret instructions, procedures, information and signs relevant to the provision of freight forwarding services to customers

Interpret and follow operational instructions and prioritise work

Complete documentation related to the provision of freight forwarding services to customers including data entry to a computer

Operate electronic communication equipment to required protocol

Work collaboratively with others when providing freight forwarding services to customers

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 providing freight forwarding services to customers in accordance with regulatory requirements and workplace procedures

Implement contingency plans for unanticipated situations that may occur when providing freight forwarding services to customers

Monitor work activities in terms of planned schedule

Apply relevant codes of practice and legislative requirements including local and international freight

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

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

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

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

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

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

Customer information may include:

business structure

general freight forwarding requirements

legislative requirements

information on export clearances

documentation services

freight charges

Workplace activities may be conducted:

by day or night

in any weather conditions

Customers may be:

internal or external

Environment may include movement of:

equipment

goods

materials

vehicular traffic

Requirements for work may include:

freight forwarding protocols and procedures

communications equipment

workplace operations

authorities and permits

hours of operation

relevant regulations

Parameters of freight forwarding services relevant to customer requirements may include:

procedures for forwarding freight

type of transport modes

various consignment methods

relevant legislative requirements

required import/export documentation and requirements

insurance requirements

service costs

payment requirements and procedures

fiduciary and legal responsibilities of either party

Communications systems may involve:

face-to-face conversation

telephone

fax

email

electronic data transfer of information (EDI)

mail

Consultative processes may involve:

other employees and supervisors

international and domestic agents, suppliers, clients

relevant authorities and institutions

management

OH&S specialists

other professional or technical staff

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:

operations manuals, job specifications and procedures and induction documentation

competency standards and training materials

manufacturers/client specifications, instructions

workplace operating procedures and policies

supplier and/or client instructions

Australian and International standards, criteria and certification requirements

communications technology equipment, oral, aural or signed communications

quality assurance procedures

emergency procedures

Applicable procedures and codes may include:

regulations and codes of practice for the local and international transport of freight

relevant regulations for the import and export of cargo

Australian and International Standards and certification requirements

relevant state/territory OH&S legislation

relevant regulations pertaining to trading and financial transactions

workplace relations regulations

equal opportunity legislation

equal employment opportunity and affirmative action legislation

relevant state/territory 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
Customer inquiries are dealt with courteously and efficiently 
Questions are used to clarify customer requirements, needs or concerns 
Information is accurately conveyed to the customer in a manner consistent with their level of understanding 
Areas not effectively dealt with are forwarded to other workplace personnel or external individuals/authorities in accordance with workplace procedures 
Follow-up procedures are undertaken in accordance with workplace procedures 
The freight forwarding chain of operations is explained to customers 
Parameters of freight forwarding services relevant to customer requirements are explained in accordance with company procedures 
Documentation concerning service provision is forwarded to the customer in accordance with workplace procedures 

Forms

Assessment Cover Sheet

TLII2006A - Provide freight forwarding services to customers
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

TLII2006A - Provide freight forwarding services to customers

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: