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

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

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

What evidence can you provide to prove your understanding of each of the following citeria?

Select routing for sea and multimodal freight transport

  1. Requirements for international sea and multimodal freight transport services are confirmed and clarified with customer
  2. Critical logistics aspects of freight transport are determined, analysed and considered in planning freight forwarding solution/s
  3. Checks are made to ensure all routing requirements for international sea and multimodal freight transport are fulfilled
  4. Special transport services advice is sought as required
  5. Suitable routing for sea or multimodal transport is selected after considering options available and analysing risks involved
  6. Alternative routing options are identified for use in contingencies
Requirements for international sea and multimodal freight transport services are confirmed and clarified with customer

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Special transport services advice is sought as required

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Alternative routing options are identified for use in contingencies

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

  1. Given cargo type, transport mode, destination and selected route/s, suitable options for packaging, packing, stowage and storage of freight are determined
  2. Container types suitable for sea and multimodal transport and appropriate for freight type, are reviewed and appropriate options are selected
  3. Advice is provided to customer on packaging, packing, stowage and storage of freight, including loading and packing of suitable container types
  4. Pricing of containers and other forms of suitable freight packaging is calculated and advice is provided to customer
  5. Appropriate actions are taken to organise for planned forwarding project
  6. Shipping documents required for selected containers or other forms of packaging are prepared in accordance with regulatory requirements and standard operating procedures
Given cargo type, transport mode, destination and selected route/s, suitable options for packaging, packing, stowage and storage of freight are determined

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Appropriate actions are taken to organise for planned forwarding project

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assist in organising insurance for sea and multimodal freight transport

  1. Risks involved in planned sea or multimodal freight forwarding solution are identified and analysed
  2. Transport and liability insurance requirements for proposed forwarding solution are evaluated and considered
  3. Assistance in selecting and organising appropriate insurance options is provided to customer in accordance with applicable regulatory requirements and standard operating procedures
Risks involved in planned sea or multimodal freight forwarding solution are identified and analysed

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Organise permits and authorisations needed for sea and multimodal freight transport

  1. Documentation requirements are determined for cargo, transport mode/s) and selected routing concerned, including all permits and authorisations
  2. Documentation requirements are organised, completed and processed 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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Liaise with freight forwarding global network

  1. Appropriate liaison with agents, carriers and others in the global network and supply chain is undertaken to plan and organise freight forwarding project
  2. Appropriate information is communicated when liaising with the freight forwarding global network in accordance with 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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Track international cargo being forwarded by sea or multimodal freight transport

  1. International cargo being transported by sea or multimodal freight transport is tracked using available systems and technologies
  2. Problems with transiting freight identified during tracking activities are evaluated and appropriate actions are initiated to address these problems
  3. Advice on progress of shipment and any action taken to address unexpected contingencies, is provided to customer
International cargo being transported by sea or multimodal freight transport is tracked using available systems and technologies

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Complete required documentation and records

  1. All forms and other documentation required for freight forwarding project are completed in accordance with applicable regulatory requirements and standard operating procedures
  2. Records of arrangements and transactions made are kept in accordance with applicable regulatory requirements and standard operating procedures
All forms and other documentation required for freight forwarding project are completed in accordance with applicable regulatory requirements and standard operating procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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

Required Skills and Knowledge

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.

Range Statement

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.