96368 Workplace Experiencel Module Draft Outline

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SAQA 96368
OC: Clearing & Forwarding Agent

NQF 5
Min 120 credits

Workplace Experience Modules = 26 credits

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Work Experience Modules Specification – Total Credits = 26

This Module is made up of the following:

• 333101000-WM-01, Conduct cargo forwarding processes, NQF Level 5, Credits 8
• 333101000-WM-02, Process customs compliance procedures, NQF Level 5, Credits 8
• 333101000-WM-03, Communication and documentation for warehousing processes and

requirements, NQF Level 5, Credits 2
• 333101000-WM-04, Documentation for distribution processes and procedures , NQF Level

5, Credits 2

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333101000- Conduct cargo forwarding processes,

WM-01 NQF Level 5, Credits 8

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Criteria for Workplace Approval

Physical Requirements:

• A safe working environment providing the learner with adequate workplace
resources (desk, computers, telephone, stationery) and accessible facilities

Human Resource Requirements:

• Human resource development policies promoting learning, mentoring and coaching
• Assigned person/s to supervise and administer activities of learners throughout

the defined learning period
• Learner placement policy

Legal Requirements:

• Accredited with AQP
• Compliance with OHS Act, environmental and other labour legislation
• Compliance with the Basic Conditions of Employment Act
• Company specific legal requirements, procedures, and policies

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Workplace Observe, assist and autonomously conduct cargo
Experience forwarding processes within a real life international
freight forwarding environment. The Learner will be
Focus required to work within different environments and
Elements complete each of the work experiences at least twice
within two weeks
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The learner will be required to:
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• WM-01-WE01: Plan and co-ordinate freight movement
5 of cargo

• WM-01-WE02: Work in the registration section for a
week to open and process shipping file for a cargo

• WM-01-WE03: Process insurance cover and claim for a
cargo

• WM-01-WE04: Co-ordinate customs clearing procedures
for cargo

5

5

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WM-01-WE01 Plan and co-ordinate freight movement
of cargo

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Scope of Work The person will be expected to engage in the
Activities following work activities:

• WA0101 Establish availability of full set of
shipping documents

• WA0102 Establish mode, size, type and status
of shipment

• WA0103 Map routing of cargo

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Supporting Evidence

• SE0101 The copy of commercial invoice signed by both an authorised person in
charge of training and the learner

• SE0102 Stamped certificate of origin
• SE0103 Document of carriage (Bill of lading and airway bills) identifying the

mode of transportation signed by the learner or electronic document opened by the
learner with his/ her password
• SE0104 Full set of document associated with the shipment are confirmed as
complete demonstrating the work done by the learner

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WM-01-WE02 Work in the registration section for a
week to open and process shipping file

for a cargo

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The person will be expected to engage in the
following work activities:

• WA0201 Register the shipment
• WA0202 Process shipment

Scope of Work
Activities

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Supporting Evidence

• SE0201 Completed manual or electronic registry of shipment information
confirming work done by the learner

• SE0202 Good received notes signed by the learner and supervisor

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WM-01-WE03 Process insurance cover and claim for
a cargo

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Scope of Work The person will be expected to engage in the
Activities following work activities:

• WA0301 Establish insurance requirements from the
INCO term

• WA0302 Complete insurance documents

• WA0303 Notify parties of pending insurance claim

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Supporting Evidence

• SE0301 Approved insurance certificate
• SE0302 Official proved for claim forms and correspondences relating to cargo

claims confirming the work of the learner

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WM-01-WE04 Co-ordinate customs clearing
procedures for cargo

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The person will be expected to engage in the following
work activities:

• WA0401 Batch and date stamp shipment documents
• WA0402 Process and maintain shipping file

Scope of Work
Activities

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Supporting Evidence

• SE0401 Official document conforming specific document receipt note as work
of the learner and date stamped by entries

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Contextualised 1. Incoterms® 2020 Rules
Workplace 2. SARS customs regulations
Knowledge 3. Standard Operating Procedures for receipt and

© GMLS handling of shipment and commercial
documentation
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communication
26 5. Company policy on handling of commercial
documentation
6. Company schedule of suppliers for freight
forwarding and clearing operations
7. Management approved and accredited rate schedule
8. Company policy on use of tariff information

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Criteria for Workplace Approval

Physical Requirements:

• A safe working environment providing the learner with adequate workplace
resources (desk, computers, telephone, stationery) and accessible facilities

Human Resource Requirements:

• Human resource development policies promoting learning, mentoring and coaching
• Assigned person/s to supervise and administer activities of learners throughout

the defined learning period
• Learner placement policy

Legal Requirements:

• Accredited with AQP
• Compliance with OHS Act, environmental and other labour legislation
• Compliance with the Basic Conditions of Employment Act
• Company specific legal requirements, procedures, and policies

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333101000- 02, Process customs compliance

WM-02 procedures, NQF Level 5, Credits 8

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Workplace The focus of the work experience is on providing the
Experience learner an opportunity to:

Focus Observe, assist and autonomously process customs
Elements compliance procedures within a real life international
freight forwarding environment. The Learner will be
© GMLS required to work within different environments and
complete each of the work experiences at least twice
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31 The learner will be required to:

• WM-02-WE01: Administer data/documentation
procedures and processes associated with
international trade in compliance with applicable
and current legislation

• WM-02-WE02: Implement tariff classification,
customs valuation and calculate duties and taxes

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WM-02-WE01 Administer data/documentation
procedures and processes associated

with international trade in compliance

with applicable and current

legislation

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Scope of Work The person will be expected to engage in the following
Activities work activities:

• WA0101 Perform registration / licencing and
accreditation procedures

• WA0102 Check and verify document set

• WA0103 Process and submit declaration and required
documentation or data

• WA0104 Conducted post clearance audit

• WA0105 Perform adjustment or refunds
(Stops/detains/import control/state vessel etc)

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Supporting Evidence

• SE0101 Signed company documentation confirming contribution of the learner in
ensuring approval of application documents, resulting licence or registration and
quality control

• SE0102 Audit report authenticated as conducted or demonstrating the role the
learner played in its development

• SE0103 Approved released voucher of (VOC) or refunds pay out

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WM-02-WE02 Implement tariff classification,
customs valuation and calculate duties

and taxes

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Scope of Work The person will be expected to engage in the following
Activities work activities:

• WA0201 Tariff classify a range of internationally
traded goods

• WA0202 Calculate the value and apply factorisation

• WA0203 Calculate the duty and VAT payable in terms
of Schedule 1 to 6

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Supporting Evidence

• SE0201 Company documentation confirming the role of the learner in approved
tariff classification of traded goods

• SE0202 Company documentation confirming the role of the learner in approved
and correctly calculated worksheet

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Contextualised 1. Incoterms® 2020 Rules
Workplace 2. Harmonised system (Determination of correct
Knowledge
ruling)
© GMLS 3. Customs & Excise Act, Rules, and Schedules
4. Valuation guideline prohibitions and
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restrictions
40 5. Company schedule of suppliers for freight

forwarding and clearing operations
6. Management approved and accredited rate

schedule

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333101000- Communication and documentation for
warehousing processes and

WM-03 requirements, NQF Level 5, Credits 2

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Workplace The focus of the work experience is on providing the
Experience learner an opportunity to:

Focus observe, assist and autonomously prepare documentation
Elements for warehousing and storage processes and procedures
within a real life international freight forwarding
environment. The Learner will be required to work
within different environments and complete each of the
work experiences at least twice within one week

The learner will be required to:

• WM-03-WE01: Process warehousing documentation

• WM-03-WE02: Coordinate storage and movement of
cargo to warehouse

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WM-03-WE01 Process warehousing documentation

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Scope of Work The person will be expected to engage in the following
Activities work activities:

• WA0101 Prepare shipping document and request customs
release

• WA0102 Receive delivery of instructions from the
client

• WA0103 Batch documents issued to warehousing for
distribution

• WA0104 Compiled written reports/ documents clarifying
scale for the international movement of freight

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Supporting Evidence

• SE0101 Approved customs release document and supporting company document
demonstrating the role the learner played

• SE0102 Supporting company document demonstrating the role the learner played in
preparation of batching documents

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WM-03-WE02 Coordinate storage and movement of
cargo to warehouse

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