PSG_LB-96368-333101000-PM-02

Practical Skills Guide 2SAQA96368PracticalModule2

Plan and Coordinate
Customs Clearing, Delivery
and Pickup of Cargo

OCCUPATIONAL CERTIFICATE | CLEARING AND FORWARDING AGENT
SAQA ID 96368

PRACTICAL SKILLS MODULE 2 | LEARNER LOGBOOK

PSG_LB-96368-333101000-PM-02

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SAQA 96368 Practical Module 2

Table of Contents

Introduction............................................................................................................................... 2
Welcome............................................................................................................................................. 2
Purpose and Rationale of the Qualification...................................................................................... 3
Structure of Qualification...................................................................................................................5
Purpose of Practical Skills Module [333101000-PM-02]................................................................... 6
Resources............................................................................................................................................ 6
Structure of this Module.................................................................................................................... 7

Learner Information.................................................................................................................. 9
Supervisor Information............................................................................................................. 9
Mentor Information.................................................................................................................. 9
Learner Preparation Checklist.................................................................................................10
Practical Skill 2.1 | Plan and coordinate freight movement [PM-02-PS01].................................. 12

Practical Activity 2.1 – PS01............................................................................................................. 15
Activity Log / Record for Practical Activity 2.1................................................................................ 16
Assessment Feedback for Practical Activity 2.1.............................................................................. 17
Practical Skill 2.2 | Comply with customs clearing requirements [PM-02-PS02]..........................19
Practical Activity 2.2 – PS02............................................................................................................. 22
Activity Log / Record for Practical Activity 2.2................................................................................ 23
Assessment Feedback for Practical Activity 2.2.............................................................................. 24
Practical Skill 2.3 | Coordinate delivery and pickup of cargo [PM-02-PS03]................................ 25
Practical Activity 2.3 – PS03............................................................................................................. 28
Activity Log / Record for Practical Activity 2.3................................................................................ 29
Assessment Feedback for Practical Activity 2.3.............................................................................. 30
MODULE 2 EVIDENCE.............................................................................................................. 31

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SAQA 96368 Practical Module 2

Introduction

Welcome

Dear Learner

Welcome to the module entitled ‘Plan and co-ordinate customs clearing, delivery and
pickup of cargo’. The curriculum code for the module is 333101000-PM-02. In terms of the
curriculum, this module has been designated as a ‘Practical Skills Module’ and a ‘Logbook’
and is the second in a series of seven (7) practical skills modules related to the qualification
specified below.

This logbook is designed to serve as a guide for the duration of your practical work-related
activities and may continue to be a valuable reference even after you have completed your
qualification.

This module/logbook contains tasks and/or checklists in the form of activities and templates
which will assist you in applying the knowledge you acquired from the theoretically inclined
‘Knowledge Modules’ and thus develop the requisite skills which you should be able to
demonstrate in the workplace. These will be further documented via the Work Experience
Modules in accordance with the ‘Exit Level Outcomes’ of the relevant qualification.

Your facilitator will guide you through this material, and feel free to make notes and
diagrams that will help you to clarify or retain information. Take notes on ideas you may
generate or those that emanate from group discussions. Also note any points you would
like to explore further.

Participate actively in the outlined or assigned activities as these will give you an
opportunity to gain insights from your own experiences and also from other people’s
experiences too.
Feel free to share your own experiences so that others can learn from you too.

This module will prove to be both interesting and challenging for you. In order to
successfully complete this module, you will be required to devote at least 80 ‘notional’
hours to various comprehensive tasks and activities which will be assigned to you.

This module is part of a qualification titled ‘Occupational Certificate: Clearing and
Forwarding Agent’ which registered with the 1South African Qualifications Authority (SAQA)
and administered by the 2Quality Council for Trades and Occupations (QCTO).

1 http://www.saqa.org.za/ 2
2 https://www.qcto.org.za/

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SAQA 96368 Practical Module 2

Purpose and Rationale of the Qualification

Purpose:

3The purpose of this qualification is to prepare a learner to operate as a Clearing and
Forwarding Agent.

A Clearing and Forwarding Agent carries out customs clearing procedures and ensures that
insurance, export/import licences, and other formalities are in order to facilitate the
movement of cargo internationally and locally and ensures compliance with current
legislation.

A qualified learner will be able to:

1. Forward cargo within the local and international logistics environment.
2. Observe compliance with statutory requirements within the local and international

logistics environment.
3. Conduct warehousing operations within the local and international logistics

environment.
4. Assist with distribution of cargo within the local and international logistics

environment.

Rationale:

This qualification reflects the workplace-based needs of the international logistics and
freight forwarding industry that relates to the clearing and forwarding operations that have
been expressed by all role-players to meet both current and future needs. It will contribute
to the upliftment of the industry and set a standard of professionalism in the industry.

This qualification serves to equip the qualifying learner with the fundamental skills,
knowledge, and attitudes necessary to support the provision of world-class services and
improve customer service in international logistics and supply chain management to
promote an efficient and comprehensive national and international cargo movement
system.

The intention of this qualification is - to ensure that South Africa remains compliant with
national and international standards for the movement of cargo within and across its
borders, by promoting the development of functional knowledge and competencies that are
required in the Freight Forwarding and Customs Compliance environment; and providing
opportunities for career pathways and life-long learning for learners in the Freight
Forwarding and Customs Compliance environment.

The Forwarding and Clearing Industry (F & C) comprises economic activities and supply
chains that relate to all imports and exports of goods entering or leaving South Africa as well

3 http://regqs.saqa.org.za/viewQualification.php?id=96368 3

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SAQA 96368 Practical Module 2

as those transiting this country. This is essential for the success of every industry in South
Africa and therefore contributes to the growth of the South African economy as a whole.
This industry is critical to the ongoing performance of South Africa as an international
trading nation, and its activities facilitate all forms of physical trade. Though there are many
areas of commerce and industry critical to the long-term performance of the economy,
there are few more so than this industry.

Logistics, a major component of the supply chain, contributes substantially to the costs of
the goods in South Africa, and is above the international norm. A sizeable proportion of this
overspend could be attributed to inefficiencies and lack of competence. In order to compete
globally, South Africa needs to achieve just-in-time delivery as an essential requirement of
its cost efficiency. This requires the maintenance of world-class supply chains, competence,
and skills.

The F & C Industry serves as an input to nearly every industry in the national and
international economy and utilises all modes of transport involved in the carriage of goods,
cargo, and freight, be it by ocean, air, rail or road. The industry is also a service provider of
warehouses, transit sheds and the associated management of shipment tracking, costing,
and accounting data. The transport sector, including the Forwarding and Clearing Industry,
comprises a substantial proportion of South Africa's national carbon footprint, and is
therefore the ideal environment to maximise the impact of practical, new, green logistics
approaches and technologies.

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SAQA 96368 Practical Module 2

Structure of Qualification

The Clearing and Forwarding Agent qualification is structured in the manner outlined in the
table below:

KNOWLEDGE MODULES

Module Code Module Title Credits

333101000-KM-01 Freight Forwarding Practice and Procedures Theory 20
12
333101000-KM-02 Compliance and Brokerage Theory 5
3
333101000-KM-03 Warehouse and Distribution Theory 40

333101000-KM-04 Environment, Energy Efficiency and Ethics Credits

TOTAL (KM) MODULE CREDITS 10
8
PRACTICAL SKILLS MODULES
8
Module Code Module Title
10
333101000-PM-01 Plan and co-ordinate freight movement of cargo
10
333101000-PM-02 Plan and co-ordinate customs clearing, delivery and 5

pickup of cargo 3
54
333101000-PM-03 Prepare and process data/documentation associated
Credits
with international trade in compliance with applicable
8
and current legislation 8
2
333101000-PM-04 Audit commodities against customs and other statutory
8
requirements
26
333101000-PM-05 Apply rebate, drawback, and bond facilities
120
333101000-PM-06 Prepare documents for receipt, storage, and removal of

warehoused cargo

333101000-PM-07 Prepare receipts of cargo to be distributed

TOTAL (PM) MODULE CREDITS

WORK EXPERIENCE MODULES

Module Code Module Title

333101000-WM-01 Conduct cargo forwarding processes

333101000-WM-02 Process customs compliance procedures

333101000-WM-03 Communication and documentation for warehousing

processes and requirements

333101000-WM-04 Documentation for distribution processes and

procedures

TOTAL (WM) MODULE CREDITS

TOTAL (QUALIFICATION) MODULE CREDITS

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SAQA 96368 Practical Module 2

Purpose of Practical Skills Module [333101000-PM-02]

The focus of the learning in this module is on providing the learner an opportunity to plan
and co-ordinate freight movement, customs clearing, delivery and pickup of cargo. The
learner will be practicing skills related to plan and coordinate freight movement, comply
with customs clearing requirements and coordinate delivery and pickup of cargo.

Resources

In order to assist you in your learning experience, you will be provided with the following
resources:

Resource Description and Purpose
Learner Guide The Learner Guide serves as your main resource manual and textbook.
It is also alternatively referred to as a Knowledge Module.

It provides detailed content in terms of the theoretical knowledge
components of the curriculum which you are required to demonstrate
an understanding of.

You will receive one (1) Learner Guide per Knowledge Module.

NB: The qualification you are undertaking comprises four (4)
Knowledge Modules.

Learner Workbook The Learner Workbook serves as your Assessment Guide and contains
quizzes/questionnaires/tests and exercises which will form part of the
formative assessment process of your training.

These formative assessments will be based on the Internal
Assessment Criteria (IACs) as outlined in the curriculum document
which pertains to this qualification.

Your facilitator will advise and guide you regarding the due dates and
manner of submission of your assessments. Furthermore, your
answers/responses to these formative assessments will be
appropriately collated, graded and filed physically and/or
electronically.

These assessment records should and will be kept as part of your
Portfolio of Evidence (POE).

References Your Learner Guide will contain multiple footnotes and other
references in the b which bibliography which you are encouraged to
refer to in order to supplement your knowledge and mastery of the
subject matter being discussed in that particular topic.

Furthermore, your Facilitator may also provide you with additional
readings or information in the form of handouts in relation to any of

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SAQA 96368 Practical Module 2

Resource Description and Purpose
the various topics which you will be studying.

You are encouraged to file and keep a record of these handouts for
reference when needed.

Practical Skills Module(s) You will receive seven (7) Practical Skills Modules or one (1) integrated

Logbook(s) Practical Skills Module depending on the preferences of your

Facilitator and/or Assessor.

You will be required to utilise the logbooks to record evidence of your
having completed the activities outlined therein. You will also be
required to submit this evidence for incorporation into your Portfolio
of Evidence (POE).

Both you and your Assessor will be required to sign-off the activities in
the logbook.

Work Experience You will receive four (4) Work Experience Modules or one (1)
Module(s) Logbook(s) integrated Work Experience Module depending on the preferences of
your Facilitator and/or Assessor.

You will be required to utilise the logbooks to record evidence of your
having completed the activities outlined therein. You will also be
required to submit this evidence for incorporation into your Portfolio
of Evidence (POE).

Hyperlinks Both you and your Workplace Supervisor will be required to sign-off
the activities in the logbook.

If you are accessing this document electronically, whenever you see
underlined blue text please note that you may click on that
hyperlinked text to access more resources relevant to the topic at
hand.

Structure of this Module

This module is delivered at 4NQF Level 5. It comprises a total of 8 credits, hence the 80
notional hours of study required.

1 credit is equivalent to 10 notional hours of study.

The module is broken down into specific ‘Practical Skills’. These practical skills components
are outlined as follows and have been set to be in sync with the curriculum (in other words,
the learner will be required to):

4 National Qualifications Framework: See SAQA website for definition of NQF. 7

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SAQA 96368 Practical Module 2

No. Practical Skills Description Component
Code
2.1 Plan and coordinate freight movement
2.2 Comply with customs clearing requirements. PM-02-PS01
2.3 Coordinate delivery and pickup of cargo
PM-02-PS02

PM-02-PS03

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SAQA 96368 Practical Module 2

Learner Information

Please ensure that the learner, supervisor, and mentor information required below is
completed accurately and in full.

Surname
First Name
Middle Name(s)
ID Number
Email address (Work)
Email address (Personal)
Mobile Number
Telephone Number

Supervisor Information

Surname
First Name
Middle Name(s)
ID Number
Email address (Work)
Mobile Number
Telephone Number

Mentor Information

Surname 9
First Name
Middle Name(s)
ID Number
Email address (Work)
Mobile Number
Telephone Number

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Learner Preparation Checklist

Complete the following checklist and indicate your awareness of the fol

Description

This task, activities and assignments provided in this module constitute a ‘Form
which is based on the content you have learned or has been made available to
Knowledge Modules’ for the Occupational Certificate: Clearing and Forwardin

Your assessment evidence for the Date

practical skills module(s) relevant to Time

the Occupational Certificate: Place

Clearing and Forwarding Agent need Electronic Yes N
to be submitted as follows: Submission

Physical Yes N
Submission

You will be assessment activities will be based on the content and context of p

which are linked to assessment criteria of the Knowledge Module(s) relevant t

To determine your competence level, the following are the methods to be use
assessment:

In order to be declared ‘Competent’ (C) on the Occupational Certificate: Clear
Agent formative assessment, you should obtain at least 70% of the total mark
assessment(s).

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SAQA 96368 Practical Module 2

llowing:

Yes No Comments/Contingency

mative Assessment’
o you in the’
ng Agent.

No

No
particular topics
to your qualification.

ed for this

ring and Forwarding
of the relevant

ty) Ltd for the Transport Education Training Authority (TETA). v 2021 10

You will be provided with detailed feedback on Written feedback
your performance of this assessment in any
Verbal feedback
one of the following mechanisms:

Should you be declared ‘Not Yet Competent’ (NYC) on the relevant assessment

entitled to request an opportunity or opportunities for re-assessment opportu

the relevant or applicable policies or guidelines.

You will be required to re-submit evidence only for areas in which you were de
A date for re-submission will be agreed with the assessor.

You will be entitled to lodge an appeal should you not be satisfied with the ass
decision/declaration provided by your assessor relevant to your assessment(s)

You will be required to complete assessor evaluation or feedback forms regard
assessment practices and procedures. This is used as a tool that can assist in im
relevant assessment practices and procedures.

The results of your assessment(s) and portfolio of evidence (PoE) information w
to any person without your written consent.

You hereby give consent for your assessment results to be provided to your em
verification authorities or similar such as SETAs, the QCTO etc., for certification
administrative processes.

Learner’s De

I……………………………………………………………………………………………. hereby declare th

reviewed the assessment preparation procedures/checklist, and that I underst

conducted in a fair manner.

Learner Signature Date F

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SAQA 96368 Practical Module 2

t(s), you will be
unities in line with

eclared NYC.

sessment
).

ding various
mproving the

will not be provided

mployer and other
n and

eclaration

hat I am ready to undergo the process of assessment, that I/we have
tand the assessment process. I am also satisfied that the assessment will be

Facilitator Signature Date

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Practical Skill 2.1 | Plan and coordinate freight movement [PM-

02-PS01]

Scope of Practical Skill:

Given shipping instructions, applicable legislation, standard operating procedures,
confirmed shipping quotations/estimates, proforma/commercial/tax invoices, packing lists,
international commercial terms notes, process flows, transaction documents, etc., you as
the learner will be required to engage in and complete the following practical activities:

No. Description Code

1 Identify the different types of cargo for international freight PA0101
movement

2 Determine the appropriate mode of cargo movement PA0102

3 Coordinate documents for release of cargo PA0103

4 Plan cargo storage PA0104

Instructions to the Facilitator(s) and Assessor(s) for each of the tasks for each of the
activities and outcomes:

1. Prior to assessment – the learner should be provided with or granted access to work
instructions, checklists, work areas, case studies, activity documents, equipment,
templates, health and safety guidelines, control mechanisms, standard operating
procedures, and any other necessary items to utilise on the completion of the
relevant activities and to subsequently package and present same as evidence to
their assessor.

2. During the pre-assessment interview/exercise, the assessor must ask the learner to
clarify their understanding of the tasks by answering any additional questions which
may be necessary.

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SAQA 96368 Practical Module 2

Instructions to the Learner:

1. Read ALL specific guidelines that are outlines included for each of the learning
activities and outcomes.

By conducting the activities that cover the scope of practical skills outlined above, you will
be demonstrating your ‘Applied Knowledge’ of the following:

Applied Knowledge

No. Description Code

1 Risk management, assessment, applications, and contingency AK0101
planning approaches

2 Incoterms and guidelines AK0102

3 Sourcing and applications of rates within the international AK0103
logistics environment

4 Financial Sector Conduct Authority (FSCA)Rules AK0104

5 Applicable regulations and legislations AK0105

6 Interpretation of geographic elements (to map trade routes) AK0106

7 Problem solving techniques and applications AK0107

8 Applicable regulations and legislations AK0108

Furthermore, you will be assessed against the following criteria:

Internal Assessment Criteria or Learning Outcomes

No. Description IAC

1 Different types of cargo are moved by appropriate mode IAC0101
compliant to the Incoterms

2 Released cargo is stored correctly based on SARS/ customs IAC0102
regulations

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SAQA 96368 Practical Module 2

Prior to planning and co-ordinating freight movement, it is imperative and proper to ensure
that certain pre-requisite information is at hand or received from the customer/client
(importer/exporter). This information will enable you to follow due processes and
procedures which will ensure successful compliance to all relevant regulations and
requirements pertaining to the movement of the goods.

Some of the standard documentation required is as follows:

Type of Document Check
1. Confirmation to proceed with shipment.
(Email from authorised person or accepted quotation/estimate)

2. Shipping Instructions or Shipper’s Letter of Instructions (Authenticated:
confirmed, stamped, counter-signed)

3. Pro-forma / Commercial Invoice (ensure that relevant Incoterms are
specified correctly on the invoice or contract of sale if obtainable)

4. Packing list (packing specifications)

5. Certificate of Origin

6. Transport Document (example: Bill of Lading, Air Waybill, Inland Bill of
Lading or Consignment Note)

7. Insurance certificate, confirmation, or policy schedule if applicable or
required.

8. Any applicable supporting or pertinent document(s) that may be required
for customs clearance and/or any other government interrelated
department, or financial institution related compliances e.g.,

a. Product literature, blueprints, specifications, brochures
b. Standards certificates e.g., from NRCS and SABS.
c. Inspection/Quality Certificate
d. Agricultural, environmental, health certificates or permits.
e. Shipper’s declaration for dangerous goods
f. Documentary credits (e.g., Letter of Credit)
g. Other.

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Practical Activity 2.1 – PS01

Completion Instructions
Perform each of the below tasks as explained to you by your facilitator/s
you have failed to complete the task before submission, state ‘No’.
No. Task
1 Identify the different types of cargo for international freight move
2 Determine the appropriate mode of cargo movement.
3 Coordinate documents for release of cargo
4 Plan cargo storage

Learning materials developed by Global Maritime Learning Solutions (Pt

SAQA 96368 Practical Module 2

/supervisor/mentor. When each task when completed, state ‘Yes’ or if

Completed Completion Date
(Yes/No)

ement.

ty) Ltd for the Transport Education Training Authority (TETA). v 2021 15

Activity Log / Record for Practical Activity 2.1

Herewith below is a table on which you must record your completion of
competencies.

You will be required to sign this document as a declaration attesting to t
mentor and supervisor will also be required to sign this document to like
activities/tasks.

No. Competency Evidence St

Reference/Location

1 Identified the different types of cargo

for international freight movement.

2 Determined the appropriate mode of
cargo movement.

3 Coordinated documents for release of
cargo.

4 Planned cargo storage.

Learning materials developed by Global Maritime Learning Solutions (Pt

SAQA 96368 Practical Module 2

f the relevant activities/tasks and evidence against your practical

the fact that you have completed the required activities/tasks. Your
ewise co-declare that you have indeed completed the required

tart Date End Date Learner Mentor Supervisor

(Signature) (Signature) (Signature)

ty) Ltd for the Transport Education Training Authority (TETA). v 2021 16

Assessment Feedback for Practical Activity 2.1

Total Activity Total Percentage of Assesso
Competencies Competencies Competencies (Signatu
Completed Completed
4

Internal Assessment Criteria
Assessor Feedback:

IAC0101 Different types of cargo are moved by appropria
IAC0102 the Incoterms

Released cargo is stored correctly based on SARS

Date
Assessor Name
Assessor Number
Assessor Signature

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SAQA 96368 Practical Module 2

or Learner Mentor Supervisor

ure) (Signature) (Signature) (Signature)

ate mode compliant to Competent Not Yet Competent
S/Customs regulations (C) (NYC)

Competent Not Yet Competent
(C) (NYC)

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SAQA 96368 Practical Module 2
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Practical Skill 2.2 | Comply with customs clearing
requirements [PM-02-PS02]

Scope of Practical Skill:

Given shipping instructions, applicable legislation, standard operating procedures,
confirmed shipping quotations/estimates, proforma/commercial/tax invoices, packing lists,
international commercial terms notes, process flows, transaction documents, etc., you as
the learner will be required to engage in and complete the following practical activities:

No. Description Code

1 Input cargo information into information system PA0201

2 Confirm appropriateness of tariff for different types of cargo PA0202

3 Verify tariffs and communicate with customs officials to solve PA0203
problems

Instructions to the Facilitator(s) and Assessor(s) for each of the tasks for each of the
activities and outcomes:

1. Prior to assessment – the learner should be provided with or granted access to work
instructions, checklists, work areas, case studies, activity documents, equipment,
templates, health and safety guidelines, control mechanisms, standard operating
procedures, and any other necessary items to utilise on the completion of the
relevant activities and to subsequently package and present same as evidence to
their assessor.

2. During the pre-assessment interview/exercise, the assessor must ask the learner to
clarify their understanding of the tasks by answering any additional questions which
may be necessary.

Learning materials developed by Global Maritime Learning Solutions (Pty) Ltd for the 19
Transport Education Training Authority (TETA).

SAQA 96368 Practical Module 2

Instructions to the Learner:

1. Read ALL specific guidelines that are outlines included for each of the learning
activities and outcomes.

By conducting the activities that cover the scope of practical skills outlined above, you will
be demonstrating your ‘Applied Knowledge’ of the following:

Applied Knowledge

No. Description Code

1 Risk management, assessment, applications, and contingency AK0201
planning approaches

2 Incoterms and guidelines AK0202

3 Sourcing and applications of rates within the international AK0203
logistics environment

4 Financial Sector Conduct Authority (FSCA)Rules AK0204

5 Applicable regulations and legislations AK0205

6 Interpretation of geographic elements (to map trade routes) AK0206

7 Problem solving techniques and applications AK0207

8 SARS tariff guidelines AK0208

Furthermore, you will be assessed against the following criteria:

Internal Assessment Criteria or Learning Outcomes

No. Description IAC

1 Tariffs are correctly calculated and captured to comply with SARS/ IAC0201
customs guidelines

2 Shipment stoppage problems are assessed and rectified in IAC0202
accordance with SARS/Customs guidelines

Learning materials developed by Global Maritime Learning Solutions (Pty) Ltd for the 20
Transport Education Training Authority (TETA). v 2021

SAQA 96368 Practical Module 2

Prior to ensuring that the necessary compliances are met in an international trade
transaction, it is imperative and proper to ensure that certain pre-requisite information is at
hand or received from the customer/client (importer/exporter). This information will enable
you to follow due processes and procedures which will ensure successful compliance to all
relevant regulations and requirements pertaining to the movement of the goods.

Some of the standard documentation required is as follows:

Type of Document Check
1. Confirmation to proceed with shipment.
(Email from authorised person or accepted quotation/estimate)

2. Shipping Instructions or Shipper’s Letter of Instructions (Authenticated:
confirmed, stamped, counter-signed)

3. Pro-forma / Commercial Invoice (ensure that relevant Incoterms are
specified correctly on the invoice or contract of sale if obtainable)

4. Packing list (packing specifications)

5. Certificate of Origin

6. Transport Document (example: Bill of Lading, Air Waybill, Inland Bill of
Lading or Consignment Note)

7. Insurance certificate, confirmation, or policy schedule if applicable or
required.

8. Any applicable supporting or pertinent document(s) that may be required
for customs clearance and/or any other government interrelated
department, or financial institution related compliances e.g.,

a. Product literature, blueprints, specifications, brochures
b. Standards certificates e.g., from NRCS and SABS.
c. Inspection/Quality Certificate
d. Agricultural, environmental, health certificates or permits.
e. Shipper’s declaration for dangerous goods
f. Documentary credits (e.g., Letter of Credit)
g. Other.

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Practical Activity 2.2 – PS02

Completion Instructions
Perform each of the below tasks as explained to you by your facilitator/s
you have failed to complete the task before submission, state ‘No’.
No. Task
1 Input cargo information into information system
2 Confirm appropriateness of tariff for different types of cargo.
3 Verify tariffs and communicate with customs officials to solve prob

Learning materials developed by Global Maritime Learning Solutions (Pt

/supervisor/mentor. When each task when completed, state ‘Yes’ or if
Completed Completion Date
(Yes/No)

blems.

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Activity Log / Record for Practical Activity 2.2

Herewith below is a table on which you must record your completion of
competencies.

You will be required to sign this document as a declaration attesting to t
mentor and supervisor will also be required to sign this document to like
activities/tasks.

No. Competency Evidence St

1 Input(ed) cargo information into Reference/Location
information system

2 Confirmed appropriateness of tariff
for different types of cargo.

3 Verified tariffs and communicated
with customs officials to solve
problems.

Learning materials developed by Global Maritime Learning Solutions (Pt

SAQA 96368 Practical Module 2

f the relevant activities/tasks and evidence against your practical

the fact that you have completed the required activities/tasks. Your
ewise co-declare that you have indeed completed the required

tart Date End Date Learner Mentor Supervisor

(Signature) (Signature) (Signature)

ty) Ltd for the Transport Education Training Authority (TETA). v 2021 23

Assessment Feedback for Practical Activity 2.2

Total Activity Total Percentage of Assesso
Competencies Competencies Competencies (Signatu
Completed Completed
3

Internal Assessment Criteria
Assessor Feedback:

IAC0201 Tariffs are correctly calculated and captured to c
customs guidelines

IAC0202 Shipment stoppage problems are assessed and r
with SARS/ customs guidelines

Date
Assessor Name
Assessor Number
Assessor Signature

Learning materials developed by Global Maritime Learning Solutions (Pt

or Learner Mentor Supervisor

ure) (Signature) (Signature) (Signature)

comply with SARS/ Competent Not Yet Competent
rectified in accordance (C) (NYC)

Competent Not Yet Competent
(C) (NYC)

ty) Ltd for the Transport Education Training Authority (TETA). 24

Practical Skill 2.3 | Coordinate delivery and pickup of cargo

[PM-02-PS03]

Scope of Practical Skill:

Given shipping instructions, applicable legislation, standard operating procedures,
confirmed shipping quotations/estimates, proforma/commercial/tax invoices, packing lists,
international commercial terms notes, process flows, transaction documents, etc., you as
the learner will be required to engage in and complete the following practical activities:

No. Description Code

1 Determine and confirm the destination of the delivery for the PA0301
cargo

2 Identify and sort the cargo for delivery according to packing list PA0302

3 Verify details of the cargo with customer PA0303

4 Confirm customer order and identification PA0304

Instructions to the Facilitator(s) and Assessor(s) for each of the tasks for each of the
activities and outcomes:

1. Prior to assessment – the learner should be provided with or granted access to work
instructions, checklists, work areas, case studies, activity documents, equipment,
templates, health and safety guidelines, control mechanisms, standard operating
procedures, and any other necessary items to utilise on the completion of the
relevant activities and to subsequently package and present same as evidence to
their assessor.

2. During the pre-assessment interview/exercise, the assessor must ask the learner to
clarify their understanding of the tasks by answering any additional questions which
may be necessary.

Learning materials developed by Global Maritime Learning Solutions (Pty) Ltd for the 25
Transport Education Training Authority (TETA).

SAQA 96368 Practical Module 2

Instructions to the Learner:

1. Read ALL specific guidelines that are outlines included for each of the learning
activities and outcomes.

By conducting the activities that cover the scope of practical skills outlined above, you will
be demonstrating your ‘Applied Knowledge’ of the following:

Applied Knowledge

No. Description Code

1 Risk management, assessment, applications, and contingency AK0301
planning approaches

2 Incoterms and guidelines AK0302

3 Sourcing and applications of rates within the international AK0303
logistics environment

4 Financial Sector Conduct Authority (FSCA)Rules AK0304

5 Applicable regulations and legislations AK0305

6 Interpretation of geographic elements (to map trade routes) AK0306

7 Problem solving techniques and applications AK0307

Furthermore, you will be assessed against the following criteria:

Internal Assessment Criteria or Learning Outcomes

No. Description IAC

1 The sorted cargo and pack list correctly identifies correct IAC0301
customer, identification, and destination

Learning materials developed by Global Maritime Learning Solutions (Pty) Ltd for the 26
Transport Education Training Authority (TETA). v 2021

SAQA 96368 Practical Module 2

Prior to estimation and costing of freight movement in an international trade transaction, it
is imperative and proper to ensure that certain pre-requisite information is at hand or
received from the customer/client (importer/exporter). This information will enable you to
follow due processes and procedures which will ensure successful compliance to all relevant
regulations and requirements pertaining to the movement of the goods.

Some of the standard documentation required is as follows (where applicable):

Type of Document Check
1. Confirmation to proceed with shipment.
(Email from authorised person or accepted quotation/estimate)

2. Shipping Instructions or Shipper’s Letter of Instructions (Authenticated:
confirmed, stamped, counter-signed)

3. Pro-forma / Commercial Invoice (ensure that relevant Incoterms are
specified correctly on the invoice or contract of sale if obtainable)

4. Packing list (packing specifications)

5. Certificate of Origin

6. Transport Document (example: Bill of Lading, Air Waybill, Inland Bill of
Lading or Consignment Note)

7. Insurance certificate, confirmation, or policy schedule if applicable or
required.

8. Any applicable supporting or pertinent document(s) that may be required
for customs clearance and/or any other government interrelated
department, or financial institution related compliances e.g.,

a. Product literature, blueprints, specifications, brochures
b. Standards certificates e.g., from NRCS and SABS.
c. Inspection/Quality Certificate
d. Agricultural, environmental, health certificates or permits.
e. Shipper’s declaration for dangerous goods
f. Documentary credits (e.g., Letter of Credit)
g. Other.

Learning materials developed by Global Maritime Learning Solutions (Pty) Ltd for the 27
Transport Education Training Authority (TETA). v 2021

Practical Activity 2.3 – PS03

Completion Instructions
Perform each of the below tasks as explained to you by your facilitator/s
you have failed to complete the task before submission, state ‘No’.
No. Task
1 Determine and confirm the destination of the delivery for the carg
2 Identify and sort the cargo for delivery according to packing list.
3 Verify details of the cargo with customer.
4 Confirm customer order and identification.

Learning materials developed by Global Maritime Learning Solutions (Pt

/supervisor/mentor. When each task when completed, state ‘Yes’ or if

Completed Completion Date
(Yes/No)
go.

ty) Ltd for the Transport Education Training Authority (TETA). 28

Activity Log / Record for Practical Activity 2.3

Herewith below is a table on which you must record your completion of
competencies.

You will be required to sign this document as a declaration attesting to t
mentor and supervisor will also be required to sign this document to like
activities/tasks.

No. Competency Evidence St

1 Determined and confirmed the Reference/Location
destination of the delivery for the
cargo.

2 Identified and sorted the cargo for
delivery according to packing list.

3 Verified details of the cargo with
customer.

4 Confirmed customer order and
identification.

Learning materials developed by Global Maritime Learning Solutions (Pt

SAQA 96368 Practical Module 2

f the relevant activities/tasks and evidence against your practical

the fact that you have completed the required activities/tasks. Your
ewise co-declare that you have indeed completed the required

tart Date End Date Learner Mentor Supervisor

(Signature) (Signature) (Signature)

ty) Ltd for the Transport Education Training Authority (TETA). v 2021 29

Assessment Feedback for Practical Activity 2.3

Total Activity Total Percentage of Assesso
Competencies Competencies Competencies (Signatu
Completed Completed
4

Internal Assessment Criteria
Assessor Feedback:

IAC0301 The sorted cargo and pack list correctly identifies
identification, and destination

Date
Assessor Name
Assessor Number
Assessor Signature

Learning materials developed by Global Maritime Learning Solutions (Pt

or Learner Mentor Supervisor

ure) (Signature) (Signature) (Signature)

s correct customer, Competent Not Yet Competent
(C) (NYC)

ty) Ltd for the Transport Education Training Authority (TETA). 30

MODULE 2 EVIDENCE

Insert:
Evidence for Module 2

Learning materials developed by Global Maritime Learning Solutions (Pty) Ltd for the 31
Transport Education Training Authority (TETA).