Arrange the transportation of goods using suitable transport modes
Overview
This standard is about arranging the transportation of goods using suitable transport modes. You will need to understand the different transport modes, their advantages and limitations, in order to be able to make an informed decision on the most suitable mode for the goods being transported. You will also need to understand the relevant national and international legislation for transporting goods to and from EU and non-EU countries, as well as any special requirements needed by the goods being transported.
You will need to communicate with all those involved in arranging the transportation and resolve any issues that may arise in relation to transport modes and contract compliance and legislation, within your area of responsibility.
This standard can be applied to any mode of transport or combination of modes i.e. road, rail, air, sea or waterway.
This standard is relevant to all those who are responsible for arranging the transportation of goods using suitable transport modes as part of their job role.
Performance criteria
You must be able to:
1. maintain the health and safety of yourself and others at all times, in line with the relevant legislation and organisational requirements
2. identify hazards and assess risks as you carry out the activity and wear the appropriate personal protective equipment (PPE), where required
3. confirm that the relevant training has been received to carry out the work, recognise the limits of your competence and seek access to further training where required
4. obtain and review all relevant transportation information, including details of the goods and the country to which the goods are being transported
5. determine the most suitable transport mode, or combination of transport modes for the goods and the area of the world in which the goods are being transported, considering cost and time implications
6. consider the environmental impact when selecting modes of transport
7. select containers which are suitable for the goods and the mode of transport
8. identify potential service providers and obtain information on their rates, terms and conditions
9. calculate prices for the transportation of goods and prepare quotes for customers in line with organisational procedures
10. book and confirm transportation services in accordance with the relevant booking procedures for the mode of transport being used, in line with organisational procedures
11. review the contract of carriage to ensure compliance when arranging the transportation of goods
12. comply with the relevant national, EU and international legislation, regulations and restrictions for different types and mixes of goods
13. complete national, EU and international transit documentation, as required, in line with legal, regulatory and organisational requirements
14. confirm that instructions for the chosen transport modes are accurate, complete and provided in the correct form of documentation and information
15. confirm that any special requirements or instructions are clearly specified
16. provide the relevant information to all those involved with the transportation of the goods in line with organisational procedures
17. provide instructions on marking, labelling, packaging and the segregation of goods as per the contract
18. deal effectively with issues that arise with arranging the transportation of goods within the scope and limitations of your responsibilities and competence, and report issues which cannot be resolved, in line with organisational procedures
19. monitor the transportation of goods in line with organisational procedures, informing the customer of any delays
20. complete and store all required documentation and records in line with relevant legal requirements and organisational procedures
Knowledge and Understanding
You need to know and understand:
1. your responsibilities under the relevant health and safety legislation and organisational requirements
2. how to identify hazards and assess risks as you carry out the activity and the requirements for personal protective equipment (PPE)
3. how to identify and access the relevant transportation information and details for the goods being transported
4. what needs to be considered when determining the most suitable transport mode, or combination of transport modes for the goods
5. the advantages and disadvantages of different transport modes and the impact that each has on the environment
6. the types of containers used for different transport modes and for different types of goods
7. how to calculate prices for the transportation of goods and create quotes for customers
8. the relevant national, EU and international legislation, regulations and restrictions for different types of goods, mixes of goods, transport modes and international trade
9. the relevant national and international transit routes and hubs when arranging the transportation of goods
10. the role and responsibilities of different national and international regulatory bodies, organisations and agencies in moving freight, and their compliance requirements
11. the requirements of your organisation for selecting service providers to transport goods
12. the types of information and the relevant documentation required for different types, mixes of goods, transport modes, and transit routes
13. the systems and procedures used by national, EU and international customers and the relevant stakeholders
14. the relevant trade terms and international standards for freight carriage, insurance and costs (Incoterms)
15. how to plan routes, book transportation services and schedule the transportation of goods
16. the importance of reviewing and complying with contract terms and conditions when arranging transportation of goods
17. the importance of following the special requirements needed by different goods and mixes of goods
18. the importance of providing all those involved with goods transportation with instructions on marking, labelling, packaging and segregation of goods
19. the roles and responsibilities of colleagues when arranging the transportation of goods, and the importance of maintaining communication with those involved
20. the issues that may occur when arranging the transportation of goods, the actions to take and organisational procedures for reporting issues that cannot be resolved
21. the processes and procedures involved in monitoring the transportation of goods and the importance of communicating any delays to the customer
22. the reporting responsibilities and recording systems used by your organisation for transporting goods nationally and internationally and the legal requirements for maintaining records
Scope/range
At least one transport mode must be applied – i.e. air, sea or waterway, rail or road.
Requirements for air transportation:
- The terminology used in air transportation
- The booking procedures for air freight
- The different air containers and Unit Load Devices (ULD) and their purposes
- Air transport regulations and restrictions when transporting goods, including hazardous goods
- The Air Cargo Tariff and Rules (TACT) and OAG World Airways Guides
- The time zones and air travel time for the destination of the goods
- Basic aviation security
Requirements for rail transportation:
- The terminology used in rail transportation
- The booking procedures for rail freight
- Rail transport regulations and restrictions when transporting goods, including hazardous goods
Requirements for road transportation:
- The terminology used in road freight services
- The booking procedures for road freight
- Legal and regulatory requirements for vehicles and drivers:
- driver’s licence requirements including UK, EU and International
- driver’s hours
- driver CPC requirements
- FORs
- vehicle operator’s licensing requirements
- hazardous load requirements/ADR
Requirements for sea and waterways transportation:
- The terminology used in sea or waterway freight services
- The booking procedures for sea or waterways freight
- Ocean shipment types and the basis for ocean freight pricing
- Sea or waterway transport regulations and restrictions when transporting goods, including hazardous goods
- The different bills of lading and their purpose
- The shipping line alliances, container services and port authorities
Scope Performance
Scope Knowledge
Values
Behaviours
Skills
Glossary
Goods could include: containers; sealed loads or trailers; palletised goods; cages; individual boxes/packages; casks/kegs; bulk materials; liquids, powders or grains; food; temperature-controlled goods; livestock; hazardous goods; vehicles, plant or machinery; timber; customer’s removal goods; goods for return/repair etc
Health and safety includes mental and physical wellbeing
Incoterms: International Commercial Terms. The Incoterms rules explain a set of 3-letter trade terms reflecting business-to-business practice in contracts for the sale of goods. The Incoterms rules describe the tasks, costs and risks involved in the delivery of goods from sellers to buyers
Legal and organisational requirements could include:
- Driving, vehicle and transport regulations
- Machinery and equipment regulations
- Workplace safety regulations
- Working time regulations
- Codes of practice
- Organisational requirements
- Environmental, ethical and social considerations
Personal Protective Equipment (PPE) could include: high-visibility clothing, hard hats, protective clothing, eye protection, masks, gloves, safety footwear
Special requirements:
- segregation
- environmental requirements – heat, cold, humidity
- restricted goods
- welfare requirements for live animals
- mix of goods
- security
- customs declarations
Transport mode:
- air
- sea and waterways
- rail
- road