Occupational Standards Book Transport and Logistics

Occupational Standard Template
Occupational Standards Handbook

Transport and Logistics

Table of contents
Handling Goods
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
TLA15001 - Package goods

TLA15002 - Pick and process orders
TLA15003 - Replenish stock
TLA15004 - Despatch stock
TLA15005 - Participate in stocktakes
TLA15006 - Use inventory systems to organise stock control
TLA15007 - Identify and inspect stored products
TLA15008 - Receive and Store Stock
TLA15009 - Consolidate freight
TLA15010 - Carry out customs clearance practices
Document Control
11. TLB15001 - Maintain containers-cargo records
12. TLB15002 - Complete receival - despatch documentation
13. TLB15003 - Complete and check import-export documentation
Calculations
14. TLC15001 - Carry out basic workplace calculations
Materials Handling
15.
16.
17.
18.
TLD15001 - Shift materials safely using manual handling methods

TLD15002 - Shift a load using manually-operated equipment
TLD15003 - Load and unload goods-cargo
TLD15004 - Operate a forklift
Security
19. TLE15001 - Follow security procedures
Sustainable Practices
20. TLF15001 - Participate in environmentally sustainable work practices
21. TLF15002 - Implement and monitor environmental protection policies and
procedures
Customer Service
22.
23.
24.
25.
TLG15001 - Apply customer service skills

TLG15002 - Provide freight forwarding information to customers
TLG15003 - Provide quotations for freight services to customers
TLG15004 - Develop and maintain relationships with customers and supply chain
stakeholders
2

Warehouse Operations
26.
27.
28.
29.
30.
31.
32.
33.
34.
35.
36.
37.
38.
TLH15001 - Monitor warehouse facilities

TLH15002 - Collect, analyse and present workplace data and information
TLH15003 - Conduct induction process
TLH15004 - Assess and confirm customer transport requirements
TLH15005 - Organise despatch and receival operations
TLH15006 - Organise transport of freight or goods
TLH15007 - Organise international transport of freight
TLH15008 - Develop and evaluate strategies for transport and logistics enterprises
TLH15009 - Develop and maintain operational procedures for transport and logistics
enterprises
TLH15010 - Recruit, select and induct staff
TLH15011 - Manage people performance
TLH15012 - Manage a demand-driven supply chain
TLH15013 - Schedule operations
Work Health and Safety

39. TLI15001 - Apply accident-emergency procedures
40. TLI15002 - Implement and monitor occupational health and safety procedures
Team Skills
41. TLJ15001 - Lead a work team or group
Business Management
42. TLK15001 - Develop a marketing plan
43. TLK15002 - Manage operational budgets and financial plans
44. TLK15003 - Use information technology applications
Quality
45. TLL15001 - Apply quality systems
Contracts
46. TLM15001 - Manage a contract
47. TLM15002 - Negotiate a contract
Occupational Standard Title:
1. Package goods
TLA15001
Application /
Descriptor
This occupational standard involves the skills and knowledge required

to package goods in accordance with workplace requirements as part
of work activities undertaken within the transport and logistics industry.
It includes selecting materials, packing, and labelling packaged
products/loads to the required labelling standards, and completing
required documentation.
The following describes the essential skills and knowledge
required for this occupational standard.
Skills Statement
1.
2.
3.
4.
5.
6.
7.
Knowledge
Statement
1.
2.
3.
4.
Packaging specifications and order packaging documentation are

correctly interpreted
Packaging materials are identified and matched to specifications
Work plan is followed, materials are used economically and
appropriate packaging is used to minimise loss and damage in
transit or storage
Completed packed goods are stacked to minimise damage from
within and outside
Appropriate goods handling, labelling and other identification
symbols are used
Invoices and picking slips are attached as required
Workplace documentation is completed
Workplace procedures, standards and policies for packaging
goods
Documentation requirements for the packaging of goods, such
as a work plan, picking slips
Problems that may occur when packaging goods and appropriate
action that can be taken to resolve the problems
Relevant Work, Health and Safety procedures and guidelines
concerning packaging goods
Responsibility
Statement
Work is performed under some supervision generally within a team

environment.
Certification
No licensing, legislative or certification requirements apply to this

standard.
Date
30/04/2015
Handling Goods

2. Pick and Process Orders

TLA15002
Application /
Descriptor
This occupational standard describes the skills and knowledge required

to pick and process orders in accordance with workplace requirements
within the transport and logistics industry.
It includes identifying workplace order picking processes, policies and
procedures; picking and despatching orders; recording stock levels,
documentation and record keeping requirements.
Skills Statement
1.
2.
3.
4.
5.
6.
7.
8.
Knowledge
Statement
1.
2.
3.
4.
5.
6.
7.
Workplace procedures for order picking and related workplace

documentation are interpreted and applied.
Stock allocation and location systems are identified and located
Work requirements are planned and appropriate equipment and
documentation is assembled
Warehouse zones where required products are stored, are
identified and located
Appropriate products for orders are selected and stacked to
minimise stock damage and to maximise stability, as required
Orders are consolidated, secured, arranged and placed in
storage zones in accordance with schedules
Storage areas are checked and stocks are noted for
replenishment in accordance with workplace procedures
Workplace records are completed in accordance with workplace
requirements
Workplace policies, standards and procedures relevant to the
picking and processing of orders
Site layout and areas relevant to work activities
concerning picking and processing of orders
Documentation and record keeping requirements relevant to the
picking and processing of orders
Equipment used during picking and processing of orders, and the
precautions and procedures that should be followed in its use
Process for referral of problems
Relevant special handling requirements
Responsibility
Statement

environment
Certification

standard.
Date
30/04/2015

3. Replenish Stock
TLA15003
Application /
Descriptor

to replenish stock in accordance with workplace requirements as part
It includes applying product knowledge to participate in stock rotation
activities, interpreting and filling replenishment requests, completing
all required stock replenishment tasks and completing required records
and documentation.
Skills Statement
1. Stock levels are counted against appropriate documentation and

are recorded and reported in accordance with workplace
procedures.
2. Stocks are replenished, adjusted or rotated in accordance with
workplace procedures
3. Stock re-ordering processes are activated when appropriate
4. Problems with products or storage systems are reported in
accordance with workplace procedures
5. Required schedules for order movement and despatch or storage
are identified
6. Products are sorted, assembled and consolidated in the appropriate
storage areas
7. Work is checked in accordance with workplace procedures
8. Documentation and records are completed in accordance with
Knowledge
Statement
1. Workplace policies, standards and procedures for replenishing

stock, site layout and areas relevant to work activities
2. Relevant Work, Health and Safety procedures and guidelines
concerning replenishing stock
3. Documentation and record keeping requirements for replenishing
stock
4. Equipment used during replenishing stock and the precautions and
procedures that should be followed in its use
5. Process for referral of problems
6. Principles of operation and functions of stock control systems
7. Product knowledge applicable to replenishing stock
Responsibility
Statement

environment
Certification

standard
Date
6/05/2015

4. Despatch Stock
TLA15004
Application /
Descriptor

to despatch stock in accordance with codes/regulations and workplace
requirements as part of work activities undertaken within the transport
and logistics industry.
It includes interpreting orders to identify work requirements, following
workplace order picking processes to prepare goods for despatch,
completing despatch tasks and associated records and documentation,
in accordance with workplace procedures and schedules.
Skills Statement
1.
2.
3.
4.
5.
6.
7.
8.
9.
Order request and consignment note documentation is interpreted

Required schedules for despatch are identified
Product(s) in order are identified
Workplace and product knowledge is used to plan sequence of work
Goods for despatch are selected and checked against product
knowledge, labels and other identification systems
Products are sorted, assembled and consolidated
Orders are secured and placed in storage/despatch zones, in
accordance with schedule
Order is checked against despatch schedule and order form
Workplace records are completed, and labels and appropriate
documentation are attached
Knowledge
Statement
1. Operational work systems, equipment, management and site

operating systems for despatching goods
2. Documentation and record requirements for despatch operations
3. Equipment used during despatch operations and the precautions
and procedures that should be followed in its use
4. Problems that may occur when despatching goods and appropriate
action that can be taken to resolve these problems
Responsibility
Statement

environment
Certification

standard.
Date
7/05/2015

5. Participate in Stocktakes
TLA15005
Application /
Descriptor

to participate in stocktakes in accordance with relevant regulations and
workplace requirements within the transport and logistics industry.
It includes preparing and conducting stocktakes, counting and
identifying stock discrepancies and completing all required
documentation.
Skills Statement
1. Goods to be counted and appropriate inventory systems are

identified
2. Required resources including equipment and record keeping
systems are identified
3. Allocated tasks, zones and work requirements are identified
4. Stocktaking and cyclical counts are undertaken in accordance with
workplace policies and procedures
5. Stock levels are accurately counted and documented
6. Discrepancies in type, number and quality of stock are accurately
recorded and documented
7. Products stored in inappropriate storage locations are relocated and
stock records are adjusted
8. Inventory data is reconciled to match warehouse stock in
Knowledge
Statement
1. Principles of operation and functions of stocktake systems

2. Workplace procedures, standards and policies for conducting
stocktakes
3. Workplace processes for managing records and producing stocktake
reports.
4. Problems that may occur when participating in stocktakes and
appropriate action that can be taken to resolve the problems
5. Relevant Work Health and Safety procedures and guidelines
concerning stocktakes
Responsibility
Statement

environment
Certification

standard.
Date
7/05/2015

6. Use Inventory Systems to Organise Stock Control

TLA15006
Application /
Descriptor
This occupational standard involves the skills and knowledge required to

use inventory systems to organise stock control in accordance with
workplace requirements in the transport and logistics industry.
It includes identifying inventory and stock control systems, manual and/or
information technology based, in use in the workplace, using reorder
procedures to maintain stock levels, organising cyclical stock counts,
reporting discrepancies or variances, and producing reports.
Skills Statement
1.
2.
3.
4.
5.
6.
7.

Workplace inventory and stock control equipment, software and
systems are identified and used
Types of reporting to be produced from inventory record systems are
identified including reporting of discrepancies or variances
Stock levels are checked and stock is reordered to meet stock level
maintenance requirements in accordance with workplace procedures
Inventory/records system is regularly updated and reviewed using
appropriate workplace procedures
Process for cyclical stock count is planned in accordance with
workplace procedures and work is allocated to team members
Discrepancies are noted, corrected and reported in accordance with
Reports are produced in accordance with workplace procedures
Knowledge
Statement
1. Application of different types of inventory systems and stock

management approaches
2. Computer records and documentation requirements for stock control,
including forms, checklists and inventory reports
3. Operational inventory systems, equipment, management and
workplace operating systems for the control of stock
4. Workplace procedures and policies for the use of inventory systems to
organise stock control
Responsibility
Statement
Work is performed under supervision for own functions, with responsibility

and accountability for others in achieving workplace outcomes.
Certification

standard.
Date
20/06/2015

7. Identify and Inspect Stored Products

TLA15007
Application /
Descriptor

to identify and inspect stored products in accordance with workplace
requirements and relevant regulations within the transport and
logistics industries.
It includes identifying products in a section of a warehouse or other
storage area, examining quality, reporting on products, as well as
using inventory and labelling systems to identify and locate products.
Skills Statement
1. Products are identified against specified criteria in accordance with

2. Storage and handling characteristics are identified and applied
consistently
3. Products are inspected in accordance with workplace quality
assurance procedures
4. Workplace procedures are followed to replace, return or dispose of
stock/products that are not useable
5. Non-conforming products are recorded/reported in accordance with
6. Inventory and labelling systems are used to locate products within
the workplace
7. Goods are physically located and identified
Knowledge
Statement
1. Codes and regulations relevant to products being identified,

handled, transported, stacked and/or stored as part of work
operations
2. Categories or groups of products and requirements for special
handling, stacking and storage
3. Documentation requirements including reports and records
concerning damaged or contaminated goods
4. Purpose and use of cataloguing and labelling systems
5. Strategies to seek out sources of product knowledge and to use
this information to inform work
6. Types of equipment and storage areas appropriate for different
categories of goods including perishable, fragile, dangerous,
composition/state goods
7. Workplace procedures and policies for identifying, handling,
stacking and storing particular categories of products.
Responsibility
Statement

environment
Certification

standard.
Date
30/04/2015
10

8. Receive and Store Stock
TLA15008
Application /
Descriptor

to receive and store in accordance with workplace requirements as part
It covers taking delivery of stock, storing, rotating and maintaining
stock received as well as completing documentation.
The following describes the essential skills and knowledge required
for this occupational standard.
Skills Statement 1. Incoming stock is accurately checked against orders and delivery
documentation in accordance with workplace procedures
2. Variations are accurately identified, recorded and communicated to the
appropriate person
3. Items are inspected for damage, quality, use-by dates, breakages or
discrepancies, and records are made in accordance with workplace
policy
4. All stock is promptly and safely transported to an appropriate storage
area without damage
5. Appropriate personal protective equipment is correctly used during
receival and storage operations
6. Stock is labelled in accordance with workplace procedures
7. Stock is rotated, where required, in accordance with workplace policy
8. Appropriate action is taken where the quality of the stock is found to be
outside specified standards
9. All required records and documentation are completed in accordance
with workplace procedures
Knowledge
Statement
1. Workplace policies, standards and procedures for receiving and storing

stock
2. Sources of information and documentation needed when receiving and
storing stock
3. Problems that may occur when receiving and storing stock and
appropriate action that can be taken to resolve the problems
4. Purpose and procedures for the use of relevant personal protective
equipment
5. Relevant codes of practice and legislative requirements (for example
dangerous goods regulations, health and hygiene regulations, etc.)
concerning receiving and storing stock
Responsibility
Statement

environment.
Certification
No licencing, legislative or certification requirements apply to this

occupational standard.
Date
29/04/2015
11

9. Consolidate Freight
TLA15009
Application /
Descriptor
This standard involves the skills and knowledge required to

consolidate freight prior to shipment.
It includes assessing the scope to consolidate freight, combining or
consolidating multiple shipments of products into higher volume
shipments, and the related preparation of consignment
documentation.
Skills Statement
1.
2.
3.
4.
5.
6.
7.
8.
Knowledge
Statement
1.
2.
3.
4.
5.
6.
Responsibility
Statement

Information is analysed to determine where opportunities for
freight consolidation exist
Capacity and capability of different transport modes available
to the organisation are assessed against proposed task
Individual consignment loads are evaluated to identify relevant
information needed to combine or consolidate freight
Proposed consolidation is matched against transport operators
capacity
Packaging and loading requirements for consolidated cargo are
identified, used and conform to regulatory requirements
Labelling and marking requirements of cargo are documented
in accordance with workplace procedures and regulatory
requirements
Consignment documentation for consolidated cargo is
completed and stored
Freight is consolidated taking into any account segregation
requirements
Workplace procedures for planning the loading and
consolidation of freight including associated documentation
Methods for calculation of volumes and dimensions of freight
Relevant packaging and loading regulations for cargo
Problems that may occur when consolidating freight and
appropriate action that can be taken
Relevant Work, Health and Safety policies and procedures
Sources of information and documentation needed when
consolidating freight.
Work is performed under supervision for own functions, with

responsibility and accountability for others in achieving workplace
outcomes.
Certification
Licensing, legislative, regulatory or certification requirements may

apply to this standard and can vary between countries.
Date
22/06/2015
12

10. Carry Out Customs Clearance Practices

TLA15010
Application /
Descriptor
This occupational standard involves the skills and knowledge

required to carry out customs clearance practices in accordance
with regulatory and workplace requirements.
It includes determining consignment trade terms, interpreting
relevant rules and rates provisions, applying rates of duty to
imported goods, and checking and completing documentation to
meet regulatory and workplace requirements.
Skills Statement
1.
2.
3.
4.
5.
Knowledge
Statement
Responsibility
Statement
Certification
Date

Appropriate terms of trade of the consignment are
determined
Rules to determine treatment of imported goods according to
their origin country of production or manufacture are
interpreted and applied
Regulatory provisions, rules, schemes and orders are
interpreted to determine and apply the relevant rate of duty
for the goods
Applicable duty refunds, rebates, remissions are determined
and applied
All relevant information is identified to ensure documentation
is completed and checked as required by applicable
regulatory and workplace procedures
1. Sources of relevant information for customs clearance
practices including terms of trade, treatment of imported
goods and rates of duty
2. Regulations and workplace policies and procedures relevant
to customs clearance operations
3. Information required to accurately complete documents for
customs clearance practices including relevant contracts,
commercial invoices, and details of importers and exporters
4. Problems that may occur when carrying out customs
clearance practices and appropriate action that can be taken
to resolve these problems

environment.
Licencing, legislative or certification requirements may apply to this

22/05/2015
13
Document Control
11. Maintain Containers/Cargo Records

TLB15001
Application /
Descriptor

to maintain container/cargo records in accordance with relevant
regulations and workplace requirements as part of work activities
It includes processing container/cargo documentation, monitoring
container/cargo movements and maintaining records.
Skills Statement
1. Container/cargo documentation is processed in accordance with

workplace procedures and any regulatory requirements
2. Movements of containers/cargo are recorded and records updated in
accordance with workplace procedures and any regulatory
requirements
3. Containers/cargo are monitored on a daily basis and the specified
information recorded
4. Log cards on containers/cargo with controlled systems are checked
on completion of monitoring
5. Problems with controlled systems on containers/cargo are reported
in accordance with workplace procedures and any regulatory
requirements
Knowledge
Statement
1. Workplace procedures and policies for the maintenance of container

and cargo records.
2. The marking and numbering systems for cargo
3. Problems that may occur when maintaining container and cargo
records and appropriate action that can be taken to resolve the
problems
4. Relevant bond, quarantine or other legislative requirements
5. Relevant handling, dangerous goods and safety codes
Responsibility
Statement

environment.
Certification

Date
11/06/2015
14

12. Complete Receival/Despatch Documentation

TLB15002
Application /
Descriptor

complete receival/despatch documentation in accordance with
workplace requirements in the transport and logistics industry.
It includes analysing orders to identify work requirements to fill order,
following workplace order documentation processes and finalising
documentation in accordance with workplace procedures and any
relevant regulatory requirements.
Skills Statement 1. Order request and consignment note documentation is interpreted

2. Product(s) in order are noted and workplace location(s) are identified
3. Workplace documentation is completed in accordance with workplace
procedures and any relevant regulatory requirements
4. Order is checked against schedule and order form
5. Labels and appropriate documentation are attached in accordance with
workplace procedures and any relevant regulatory requirements
6. Special transportation requirements are identified and conveyed to
appropriate personnel
7. Where applicable, all required documentation requirements for
dangerous goods and hazardous materials are completed in
accordance with the relevant regulations and codes
Knowledge
Statement
1. Completing receival and despatch documentation

2. Estimating the size, shape and special requirements of goods and
loads
3. Identifying containers and goods coding
4. Reading and interpreting instructions, procedures and labels
relevant to the completion of receival and despatch documentation
5. Selecting and using relevant computer, communication and office
equipment when completing receival and despatch documentation
6. Working collaboratively with others when completing receival and
despatch documentation
7. Working systematically with required attention to detail without
injury to self or others, or damage to goods or equipment
8. Problems that may occur when completing recieval / despatch
documentation and appropriate action that can be taken to resolve
the problems
Responsibility
Statement

environment.
Certification

Date
29/04/2015
15

13. Complete and Check Import/Export Documentation

TLB15003
Application /
Descriptor

complete
and check import and export documentation in accordance with workplace
procedures and regulatory requirements.
It includes identifying procedures required for documenting import/export
of goods,
checking and completing documentation to meet legislative and workplace
requirements, and lodging documentation for processing.
Skills
Statement
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
Knowledge
Statement
1.
2.

Procedures required for import/export of goods are identified and
used
Required documents are sourced and timelines for completion of
documents
are identified
Requirements for permits and other documentation are identified
and actioned
as required
Procedures for obtaining clearances are identified and followed in
accordance
with the import/export regulatory requirements of and workplace
procedures
Letters of credit are identified and implications of each are noted
Documentation is assessed, completed and lodged in accordance
with legislative and workplace requirements
Workplace procedures for authorisations are followed and data
entry for
documents is completed
Declarations are checked to ensure they meet regulatory
requirements and
Letters of credit are checked to ensure they meet commercial,
transport and
overseas requirements
Dangerous goods documentation is checked in accordance with the
requirements of relevant legislation and workplace procedures
Documents are forwarded to relevant personnel in accordance with
the
regulatory requirements and workplace procedures
Documents are filed, stored and retained in accordance with the
regulatory
requirements and workplace procedures
Workplace procedures and policies for completing import and export
documentation
Standards, codes, conventions and regulations relevant to importing
16

and
exporting cargo and freight
Contracts and sources of information/documentation needed when
completing
and checking import/export documentation
Documentation requirements for importing and exporting cargo and
freight
Problems that may occur when completing import and export
documentation
and appropriate action that can be taken to resolve these problems
3.
4.
5.
Responsibility
Statement
Certification
Date

environment.
22/05/2015
Calculations
14. Carry Out Basic Workplace Calculations

TLC15001
Application /
Descriptor

to carry out basic routine workplace calculations.
It includes carrying out required mathematical operations; preparing
basic estimates of mass, size and volume; and interpreting basic
graphical representations of mathematical information. It also includes
calculations for routine industry-related tasks using manual and
electronic processes.
Skills Statement
1.
2.
3.
4.
5.
6.
7.
Knowledge
Statement
1.
2.
3.
Items are counted singly and in batches, and sorted numerically

as required
Calculations needed to complete work tasks are performed using
the basic processes of addition and subtraction
Calculator, numeric keypad or computer are used to perform
workplace tasks
Numerical information is self-checked and corrected for accuracy
Quantities of materials and resources required to complete a
work task are estimated
Time needed to complete a work activity is estimated
Information represented in symbols, diagrams and pictorial
representations is recognised, is interpreted and acted upon
Basic mathematical operations and techniques
Procedures for identifying and using relevant workplace
technology when carrying out workplace calculations
Typical mathematical problems, and appropriate action and
solutions
17

4.
Ways of representing basic mathematical information.
Responsibility
Statement

environment.
Certification

standard.
Date
12/05/2015
Materials Handling
15. Shift Materials Safely Using Manual Handling Methods

TLD15001
Application /
Descriptor

required to shift loads safely using manual handling methods in the
transport and logistics industry. Work must be carried out in
accordance with the relevant Work, Health and Safety procedures
concerning the manual handling and movement of loads.
It includes assessing the risks associated with relocating the load,
planning the relocation process and carrying out the relocation in
accordance with the plan.
Skills Statement
1. Products, goods or materials to be relocated are identified and

assessed to determine appropriate relocation method
2. Storage locations are determined and potential routes to be
followed are identified and used
3. Risks in potential routes are considered
4. Risks to self are identified arising from the required lifting, load
carrying, set down or movement of the goods
5. Manual handling procedures for lifting, lowering and carrying,
pushing and pulling are identified and used
6. Appropriate personal protective equipment is used
7. Materials are handled without damage to goods, personnel or
equipment and are checked for stability
Knowledge
1. Workplace policies, standards and procedures for manual

18

Statement
handling and movement of loads

concerning the manual lifting and movement of loads
3. Risks when manually lifting and handling materials and goods,
and related precautions to control the risk
4. Site layout and obstacles
5. Documentation and record keeping requirements for manual
handling and movement of loads
6. Processes for referral of problems
Responsibility
Statement

environment.
Certification

standard.
Date
08/05/2015
19

16. Shift a Load Using Manually Operated Equipment

TLD15002
Application /
Descriptor

to shift loads using manually-operated mechanical equipment in the
transport and logistics industry. Work must be carried out in accordance
with the relevant Work, Health and Safety procedures.
It includes assessing the risks associated with relocating the load,
planning the relocation process, carrying out the relocation with the aid
of the equipment in accordance with the plan.
Skills Statement
1. Products, goods or materials to be relocated are identified and

assessed to determine appropriate relocation method
2. Storage locations are determined and potential routes to be
followed are identified and used
3. Risks in potential routes are considered
4. Effect of moving contents, which may be loose, liquid, dangerous or
hazardous, are considered
5. Risks to self and others are identified arising from the use of the
load shifting equipment
6. Load shifting equipment is selected and used to relocate the
materials in accordance with workplace procedures
7. Appropriate personal protective equipment is selected and used
8. Relocated materials are set down without damage to goods,
personnel or equipment and are checked for stability
Knowledge
Statement
1. Workplace policies, standards and procedures for shifting loads

using manually operated equipment
2. Methods for securing loads while being moved
3. Risks when using manually-operated equipment to shift loads, and
related precautions to control these risks
concerning shifting loads using manually operated equipment
6. Documentation and record keeping requirements for shifting loads
using manually operated equipment
7. Processes for referral of problems
Responsibility
Statement

environment.
Certification

Date
08/05/2015
20

17. Load and Unload Goods/Cargo

TLD15003
Application /
Descriptor

to load and unload goods and cargo in accordance with workplace
requirements in the transport and logistics industry.
It includes loading and unloading goods and cargo, securing and
protecting a load and completing all required documentation.
Skills Statement
1. Load characteristics are identified and taken into account when

determining appropriate loading and unloading procedures
2. Goods requiring special handling and/or documentation are
identified and appropriate procedures followed
3. Dangerous or hazardous goods are identified and handled in
accordance with relevant requirements
4. Load is packed/unpacked to make safe and effective use of available
spaces
5. Goods/cargo are loaded in accordance with workplace procedures
6. Load is secured using the correct load restraint and protection
equipment for different loads, carrying and storage conditions
7. All required documentation for the goods is completed in
accordance with workplace requirements.
Knowledge
Statement
1. Workplace policies, standards and procedures for the loading and

unloading of goods/cargo
2. Methods of securing a load
concerning the lifting and movement of loads
4. Problems that may arise when loading and unloading goods and
cargo and actions that should be taken to prevent or solve them
5. Risks when loading and unloading goods/cargo and related
precautions to control the risk
6. Security awareness requirements when loading and unloading
vehicles and in particular the recognition, isolation and reporting of
suspicious cargo and goods
Responsibility
Statement

environment
Certification
Licensing, legislative, regulatory and certification requirements may

apply to this occupational standard and can vary between countries
Date
7/05/2015
21

18. Operate a Forklift

TLD15004
Application /
Descriptor

to operate a forklift in the transport and logistics industry.
It includes checking forklift condition, driving the forklift to fulfil
operational requirements and monitoring and maintaining forklift
performance and site conditions.
Skills Statement 1. Condition of forklift is checked for compliance with Work, Health and
Safety and workplace requirements for warning devices,
manufacturers specifications and the nature of the load shifting task
2. Attachments are checked to ensure appropriate adjustment and
operation
3. Mirrors and seats are adjusted for safe operation by the driver
4. The lifting task to be undertaken is planned and the forklift is operated
in accordance with workplace procedures and manufacturers
instructions
5. Storage locations are determined and potential routes to be followed
are identified and used
6. Site conditions are assessed to enable safe operations and to ensure no
injury to people or damage to property, equipment, loads or
facilities occurs
7. Effect of moving contents, which may be loose, liquid, dangerous or
hazardous, are considered
8. When selecting the most efficient route, hazards and traffic flow are
identified and appropriate adjustments are made
9. Appropriate workplace documentation is completed in accordance with
workplace requirements
10.Defective/irregular performance and malfunctions reported to relevant
personnel
Knowledge
Statement
1. Workplace policies, standards and procedures for operating a

forklift.
2. Forklift controls, instruments and indicators and their use
3. Operating hazards and hazard control techniques
4. Pre-operational checks carried out on forklift
5. Procedures to be followed in the event of an operational emergency
7. Site layout, obstacles and areas relevant to work activities
8. Documentation and record keeping requirements for operating a
forklift
9. Process for referral of problems
Responsibility
Statement
Operation of a forklift is performed under some supervision generally

within a team environment.
Certification

22

Date
29/04/2015
23

Security
19. Follow Security Procedures When Working with Goods and Cargo
TLE15001
Application /
Descriptor

follow security procedures when working with goods and cargo within the
transport and logistics industry.
It includes checking and maintaining the security of goods and cargo,
identifying and responding to security threats or situations and
completing all required security records.
Skills
Statement
1. Goods and cargo are secured as required within specified locations,

and transport vehicles, trains, vessels or aircraft, in accordance with
workplace security procedures
2. Seals, tamper proof packaging, locks and other security measures on
goods or cargo are checked and maintained in accordance with
workplace security procedures
3. Signs of pillaging, theft and interference are recognised and reported
in accordance with workplace security procedures
4. Signs of suspicious goods and cargo are recognised and reported
promptly to designated personnel
5. Breaches of security requirements are reported promptly to
designated personnel in accordance with workplace security
procedures
6. Security threat or situation is promptly identified and assessed, and
response is prioritised in accordance with workplace security program
and procedures
7. Security threats or situations are handled appropriately in accordance
with established response plan, and within limits of own responsibility
8. Reports of security threats or situations are completed in accordance
with workplace requirements and applicable security requirements
Knowledge
Statement
1. Workplace policies, standards and procedures relating to securing

goods and cargo
2. Workplace policies, standards and procedures for responding to
security threats, situations and emergencies
3. Common security problems that may occur when carrying out
operations in the transport and logistics industries, and action that can
be taken to address and resolve these problems
4. Common security threats and situations that may occur in transport
and logistics industries, and related roles and responsibilities of
personnel when reporting and responding to these security threats
and situations
5. Relevant documentation and reporting requirements
6. Signs of pillaging, theft and interference with goods and cargo
Responsibility
Work is performed under some supervision, generally within a team

24

Statement
environment.
Certification

standard.
Date
12/05/2015
Sustainable Practices
20. Participate in Environmentally Sustainable Work Practices

TLF15001
Application /
Descriptor

to participate in environmentally sustainable work practices.
It includes identifying current resource usage, complying with
environmental regulations and implementing performance
improvement strategies to reduce negative environmental impacts of
work practices.
Skills Statement
1. Workplace environmental and resource efficiency issues in own

work role are identified
2. Resources used in own work role are identified
3. Workplace environmental hazards are identified and reported to
4. Organisational procedures are followed to ensure compliance with
environmental regulations
5. Environmental breaches or potential breaches are reported to
6. Organisational plans to improve environmental practices and
resource efficiency are followed
7. Suggestions are made for improvements to workplace practices in
own work area
Knowledge
Statement
1. Workplace policies, standards and procedures relating to

environmental sustainability
2. Workplace targets, such as carbon emissions reduction and lean
management
3. Sustainability management principles, practices, tools and
techniques relevant to the transport and logistics industry context
Responsibility
Statement

environment.
Certification

standard.
Date
08/05/2015
25
26
21. Implement and Monitor Environmental Protection Policies and

Procedures
TLF15002
Application /
Descriptor

implement
And monitor environmental protection policies and procedures.
It includes accessing relevant information concerning environmental
protection regulations and procedures as well as implementing and
monitoring environmental hazard procedures, related control procedures,
environmental training arrangements and required records and
documentation.
Skills Statement
1.
2.
3.
4.
5.
6.
7.
Knowledge
Statement
Responsibility
Statement

Workplace policies for environmental protection and hazard control
are implemented and monitored
Information about compliance with environmental protections
requirements is accurately and clearly explained to the work team
Training for team members is arranged as required
Hazardous events are investigated to identify causes, and control
measures are
Implemented to prevent recurrence and minimise risks of such
events
Existing environmental protection measures are monitored and
reviewed
Environmental protection procedures are implemented and work
group adherence to them is monitored
Improvements to existing control measures are identified, including
required resources for implementation, and reported to appropriate
personnel
1. Workplace policies and procedures for environmental protection and
hazard control
2. Workplace environmental protection reporting and recording
processes and
procedures
3. Management systems, equipment and resources required when
implementing and monitoring environmental protection activities,
and instructions for their use
4. Problems that can occur when implementing and monitoring
environmental protection policies and procedures
5. Relevant regulatory requirements for environmental protection and
hazard control
6. Types of workplace environmental risks, hazards and related control
measures

27

Certification

standard.
Date
13/09/2015
Customer Service
22. Apply Customer Service Skills

TLG15001
Application /
Descriptor

to apply routine customer service skills in accordance with workplace
standards and procedures in the transport and logistics industry.
It includes dealing with customer inquiries, monitoring customer
satisfaction and taking appropriate action to satisfy customer needs.
Skills Statement
1. Customer inquiries are responded to courteously and efficiently by

phone and face-to-face
2. Product, service and/or operational knowledge is used to answer
customer queries or to respond to customer needs
3. Assistance from other staff is sought when customer inquiries
cannot be fully answered
4. Customer inquiries and associated action are recorded and reported
in accordance with workplace procedures
5. Customer is greeted cordially in accordance with workplace
procedures
6. Customer requirements are dealt with according to workplace
procedures
7. Special needs are addressed in accordance with workplace policies
8. Appropriate feedback is provided to managers and internal and/or
external customers
Knowledge
Statement
1. Customer service procedures and policies used in day-to-day

interactions with internal and external customers as part of
workplace operations.
2. Products and/or services provided by the workplace
3. Types of operations carried out in the workplace
4. Sources of information and documentation needed for workplace
operations
28

5. Relevant Work, Health and Safety and environmental procedures
and regulations
6. Problems that may occur when undertaking customer service
activities and appropriate action that can be taken to resolve the
problem
s
Responsibility
Statement

environment.
Certification

standard.
Date
11/06/2015
29

23. Provide Freight Forwarding Information to Customers

TLG15002
Application /
Descriptor

provide freight forwarding information to customers in accordance with
regulatory and workplace requirements.
It includes dealing with customer freight forwarding inquiries and
explaining the process of freight forwarding upon request.
Skills Statement
1.
2.
3.
4.
5.
6.
7.
8.

Customer freight forwarding 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
Freight forwarding chain of operations is explained to customers
Parameters of service relevant to customer requirements are
explained in accordance with workplace procedures
Followup and referral procedures are undertaken in accordance with
workplace
procedures
Handling and documentation requirements for various types of goods
are explained to customers including specific requirements related to
dangerous goods and hazardous substances
Documentation concerning service provision is forwarded to the
customer in accordance with enterprise procedures
Knowledge
Statement
1. Workplace procedures and policies relevant to the provision of freight

forwarding information to customers.
2. Local and international regulations relevant to freight forwarding
including those for transport of dangerous goods and hazardous
substances
3. Documentation requirements for freight handling services
4. Freight transport timetables, yard and terminal facilities, and site
layout
5. Types of freight and related handling and documentation
requirements
6. Types of transport used in freight transport and knowledge of the
most economical modes of transport for different situations
Responsibility
Statement

environment.
Certification

standard.
Date
08/09/2015
30

24. Provide Quotations for Freight Services to Customers

TLG15003
Application /
Descriptor

provide quotations for freight services to customers in accordance with
regulatory and workplace requirements in the transport and logistics
industry.
It includes providing quotations and calculating freight charges in response
to identified customer needs.
Skills Statement
1.
2.
3.
4.
5.
6.
7.
8.
Knowledge
Statement

Customer queries relating to quotations are answered promptly in
accordance with workplaces procedures
Freight needs of customers are assessed against current products
and services offered by the workplace
Quotation including costs and conditions of the freight service(s)
offered is
provided to the customer
Confirmation is obtained that freight is weighed and/or measured
using relevant mass or cubic calculation methods
Method of freight calculation applicable to the service and
commodity is accurately calculated and checked in accordance with
workplace policies and procedures
Details relevant to charges are accurately recorded to ensure charge
calculations can be verified
Freight charge discrepancies are recorded on relevant
documentation for adjustment purposes
Requests for freight services not currently offered by the workplace
are referred to appropriate personnel
1. Freight services offered by the organisation

2. Workplace procedures and policies for the providing quotations for
servicing of freight customers
3. Workplace customer service policies and procedures
4. Workplace costing structures, rates and quotation systems
5. Documentation requirements for providing quotations for freight
services
6. Problems that may occur when providing quotations for servicing
freight
customers and appropriate action that can be taken to resolve the
problems
7. Types of freight and related handling and documentation
requirements including
dangerous goods and hazardous substances
Responsibility
Statement

environment.
Certification

standard.
31

Date
08/09/2015
32

25. Develop and Maintain Relationships with Customers and Supply

Chain Stakeholders TLG15004
Application /
Descriptor

develop and maintain relationships with customers in transport and
logistics enterprises in accordance with relevant workplace procedures.
It includes identifying customers and their needs, identifying and/or
establishing
customer networks, advising customers of products and services and
recognising and following up on sales opportunities
Skills Statement
1.
2.
3.
4.
5.
6.
Knowledge
Statement
1.
2.
3.
4.

Customers and their needs, expectations and roles are identified
Existing network links with customers are identified, and strategies
to develop or maintain them are identified and initiated.
New network links with customers are established
Communication with customer is established and maintained to
develop a
professional relationship
Customers are informed of business products and services
Potential sales opportunities are recognised and acted upon
Organisational, industry and professional communication channels
and networks
Principles of interpersonal and group communication
Business products and services , and how they can be used by
customers
Problems that may occur when developing and maintaining
relationships with
customers appropriate action that can be taken to resolve the
problems
Responsibility
Statement

Certification

standard.
Date
11/09/2015
33

Warehouse Operations
26. Monitor Warehouse Facilities

TLH15001
Application /
Descriptor

monitor warehouse facilities in accordance with workplace requirements
It includes determining site functions and operations, monitoring
warehouse operations and taking appropriate action in response to
identified changes to storage requirements or breaches in operational
procedures.
Skills Statement
1. Layout of warehouse facilities including storage separations and

costorage applications are identified
2. Work flow and activities undertaken in each zone are identified and
monitored to ensure appropriate operational capacity
3. Inventory data is confirmed to match goods/freight and applicable
storage requirements
4. Warehouse areas are monitored to ensure movement of personnel
and goods/freight are in accordance with workplace procedures
5. Integrity of goods/freight are monitored to ensure appropriate
quality is maintained
6. Discrepancies/changes to storage requirements and/or inventory
lists are noted and action undertaken in accordance with workplace
procedures
7. Appropriate action(s) are initiated in response to breaches of
operational procedures or to an emergency/incident
8. Operational actions and investigative outcomes are documented in
Knowledge
Statement
1. Site layout, operational work systems, equipment, management and

site operating systems
2. Use, capacity, configuration, safety hazard and control mechanisms
of relevant equipment
3. Key characteristics of goods/freight and appropriate types and use of
storage areas and related equipment
4. Handling, stacking and storage requirements for goods/freight stored
in warehouse
5. Problems that may occur when monitoring warehouse facilities and
6. Relevant OHS procedures and guidelines concerning warehouse
facilities
7. Requirements for workplace documentation reports and records
relating to monitoring of warehouse facilities
8. Workplace procedures and policies relevant to the monitoring of
warehouse facilities
Responsibility
Statement

34

outcomes.
Certification

standard.
Date
22/06/2015
27. Collect, Analyse and Present Workplace Data and Information

TLH15002
Application /
Descriptor
Skills Statement

to collect, analyse and present workplace data and information as part
of workplace operations.
It includes identifying required information, analysing and preparing
information for use, explaining information and presenting workplace
information to others.
1.
2.
3.
4.
5.
6.
7.
Knowledge
Statement
1.
2.
3.
4.
5.

Purpose of data and information collection is confirmed
Sources of data and information are identified and appropriate
data is selected
Data and information is analysed, ensuring checks for accuracy
are conducted
Results of data and information analysis are organised logically
and presentation
prepared
Outcomes of data and information collection and analysis are
explained to others in a way that effectively contributes to
workplace operations
Questions are answered and appropriate clarification is given
Presentation is forwarded to appropriate personnel and/or stored
in accordance with workplace procedures
Sources of data and information and procedures for preparing
and processing the information for workplace use
Protocols, methods and procedures for the collection, analysis
and presentation
of workplace data and information using relevant technology
Principles of effective presentation and communication of
information
Presentation and communication techniques including barriers to
effective
communication and how to overcome them
Typical presentation and communications problems, and
appropriate action and solutions.
Responsibility
Statement
Work is performed under general or limited supervision, generally

within a team environment.
Certification

standard.
35

Date
22/06/2015
36

28. Conduct Induction Process

TLH15003
Application /
Descriptor

to plan,
coordinate and conduct an induction process for new workers
commencing
employment in the workplace in accordance with relevant regulatory
requirements,
and operational policies and procedures.
Skills Statement
1.
2.
3.
4.
5.
6.
7.
Knowledge
Statement
1.
2.
3.
4.
5.
6.
8.

Workplace induction activities are planned and coordinated
Working conditions and terms of employment are explained and
checked for
understanding
Site familiarisation tour is conducted including explanation of
relevant
Work, Health and Safety and emergency procedures and
checked for
understanding
Job role, responsibilities and reporting relationships are explained
and checked for understanding
Initial training in relevant Work, Health and Safety, equipment
and work systems is provided in accordance with workplace
procedures
Relevant documentation is completed in accordance with
workplace requirements
Workplace induction procedures and documentation
requirements
Instructional methods and resources required to conduct an
induction process
Working conditions and terms of employment for new workers
Emergency procedures and related equipment
Personal protective equipment and instructions for its use
Site or workplace layout
Responsibility
Statement

outcomes.
Certification

standard.
Date
19/06/2015
37
29. Assess and Confirm Customer Transport Requirements

TLH15004
Application /
Descriptor
Skills Statement
Knowledge
Statement

required to assess and
confirm customer freight transport requirements within the transport
and logistics industry.
It includes assessing the goods/stock to be transported, determining
the transit requirements and completing all required documentation.
1.
Workplace procedures for customer service are implemented
when determining customer transit requirements
2.
Goods/stock to be transported are assessed to determine load
handling and shipment requirements
3.
Applicable transportation modes are matched to customer
geographic location, load packaging characteristics, and
quantity of goods to be transported
4.
Required pickup and destination point/s are identified and
assessed for safe
access and operation
5.
Specified transit times and routes and transportation mode/s
are identified and agreed with customer
6.
Risk assessment of transport service is undertaken in
accordance with workplace policy and procedures
7.
Quotations for services/specifications are itemised and
documented and processed in accordance with workplace
procedures
8.
Legislative, insurance or specific conditions for load transport
are recorded and filed in accordance with workplace
procedures.
1.
2.
3.
4.
5.
Workplace protocols and procedures for assessing and

confirming customer transport requirements
Customer service and quotation/specification systems and
resources
Relevant regulatory requirements including mass and load
regulations
Relevant Work, Health and Safety policies and procedures
Typical problems that can occur when assessing and
confirming customer transport requirements, and related
Responsibility
Statement

outcomes
Certification

38

Date
22/06/2015
39

30. Organise Despatch and Receival Operations

TLH15005
Application /
Descriptor

organise despatch and receival operations in accordance with workplace
requirements within the transport and logistics industry.
It includes planning and organising despatch and receival operations,
organising the storage and despatch of stock and completing all
required documentation and records.
Skills Statement
1.
2.
3.
4.
5.
6.
Knowledge
Statement
Responsibility
Statement

Stock characteristics are analysed and workplace procedures are
applied
Resources including manual handling equipment, employee
competencies, storage areas and goods management equipment
are identified to match stock characteristics
Deadlines are scheduled and work processes are planned to meet
order requirements
Equipment and storage areas are allocated, employees are
informed of work
requirements and deadlines supervised
Work processes are monitored to ensure that human and
equipment resources are maintained at productive levels and in
accordance with workplace procedures safety requirements
Required documentation and records are completed and stock
discrepancies are reported in accordance with workplace
procedures
1. Workplace policies, standards and procedures and policies

relevant to the organising of despatch and receival operations
2. Documentation and record keeping requirements for despatch and
receival operations
3. Site layout and areas relevant to work activities
4. Equipment used during the organisation of despatch and receival
operations and the precautions and procedures that should be
followed in its use
concerning organising of despatch and receival operations
6. Problems that may occur when organising despatch and receival
operations and appropriate action that can be taken to resolve the
problems
responsibility and
accountability for others in achieving workplace outcomes.
Certification

standard.
Date
20/09/2015
40
41

31. Organise Transport of Freight or Goods

TLH15006
Application /
Descriptor
This standard involves the skills and knowledge required to organise the
transport of freight or goods prior to shipment.
It includes planning the transport operations, organising the transport of
the freight, completing the required documentation and finalising
organisational processes.
Skills Statement
Knowledge
Statement

1. Freight information is analysed to plan the transportation process
2. Relevant regulations and workplace procedures for the transport of
freight or goods are identified and used
3. Resources including load handling equipment, employees, and
storage areas are identified to match the task, allocated and
supervised
4. Types of transportation required for the freight or goods are
identified to match customer requirements, freight type and delivery
time
5. Multiple transport modes are identified where applicable and transfer
methods between modes of transport are determined where
appropriate
6. Freight or goods are secured ensuring no damage to contents
7. Work processes are monitored to ensure that resources, both human
and equipment, are maintained at productive levels and according to
Work, Health and Safety requirements
8. Discrepancies in freight or goods are noted and action undertaken in
9. Monitoring processes to track the movement of freight are
implemented
10. Workplace documents and records are checked for completion and
are filed/stored and actioned in accordance with workplace
procedures
1. Sources of information and documentation needed when organising
the transport of freight and goods
2. Procedures for the identification and evaluation of information
needed to facilitate the transport of freight
3. Procedures for organising the transport of freight or goods prior to
shipment.
4. Procedures for coordinating the transfer and storage of goods
including multimodal transport
5. Regulatory requirements relevant to the transport of freight or goods
6. Problems that may occur when organising the transport of freight
and goods and appropriate action that can be taken
7. Procedures for selecting transport/storage equipment and systems
8. Procedures for the calculation/estimation of weight, volumes and
dimensions
9. Procedures for organising any required permits and the completion of
transport documentation
42

10. Relevant Work, Health and Safety and procedures and regulations
Responsibility
Statement

and
accountability for others in achieving workplace outcomes.
Certification
Licensing, legislative, regulatory or certification requirements may apply to

this
standard and can vary between countries.
Date
22/06/2015
43

32. Organise International Transport of Freight

TLH15007
Application
/
Descriptor
Skills
Statement
Knowledge
Statement
This occupational standard involves the skills and knowledge required to organise
the international transport of freight in accordance with regulatory requirements.
It includes confirming customer requirements, organising freight arrangements,
completing associated records/documentation and communicating with shipping
agents and authorities.
The following describes the essential skills and knowledge required for this
1. Customer requirements for moving cargo in terms of the nature of goods, the
countries of origin and destination, the timescales for collection and delivery
and the estimated budget for the transaction are confirmed
2. Decisions on possible routes, taking into account known variables, are
undertaken
3. Arrangements for freight transport are made ensuring compliance with
international regulations and workplace procedures
4. Transport modes (including multimodal options) are matched to customer
requirements, freight type and delivery times
5. Availability of selected carrier/s is checked including modes of transport,
scheduled departure dates and times, transfer times and costs for each
shipment stage
6. Freight carrier booking/s are confirmed
7. Transport of freight to selected international carrier is organised
8. Communication with shipping agents and authorities is maintained and
associated records/documentation are completed
9. Freight documentation is checked for accuracy and forwarded as appropriate
to shipping agents and authorities
10. Confirmation of despatch of freight from international carrier is obtained
11. Arrival of cargo at port of entry is confirmed
12. Acceptance of freight documentation is confirmed
13. Payments are authorised
14. Cargo is onforwarded from point of entry, as required
15. Customer is advised that freight has been forwarded to point of destination
1. Sources of information and documentation needed when organising the
international transport of freight
2. Procedures for the identification and evaluation of information needed to
facilitate the international transport of freight
3. Procedures for organising the international transport of freight
4. Procedures for coordinating the transfer and storage of freight including
multimodal transport
5. Regulatory requirements relevant to the international transport of freight
6. Problems that may occur when organising the international transport of
freight and appropriate action that can be taken
7. Procedures for organising any required permits and the completion of
transport documentation
8. Procedures for customer service
9. Relevant Work, Health and Safety and environmental protection procedures
and regulations
44

Responsibil
ity
Statement
Work is performed under some supervision generally within a team environment.
Certificatio
n
Licensing, legislative, regulatory or certification requirements may apply to this
Date
08/09/2015
standard and can vary between countries.
33. Develop and Evaluate Strategies for Transport and Logistics

Enterprises
TLH15008
Application /
Descriptor

develop and evaluate strategies for transport and logistics enterprises in
accordance with relevant regulatory requirements and workplace procedures.
It includes analysing the enterprises internal and external operating
environment,
developing strategies to maximise outcomes, implementing and evaluating
strategies, and responding to changes within the transport and logistics
environment.
Skills
Statement
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Knowledge
Statement
1.
2.

Effectiveness of the enterprises supply chain services, products and
competitive advantages are identified and confirmed through market
analysis
External factors, including regulatory requirements, changes to
technology, local and international supply chain market variability are
researched and analysed
Nature, extent and impact of issues or impending changes on
enterprise operations are determined
Recommendations for changes to operations are generated and
documented in consideration of internal and external analysis, and
enterprise goals and values
Recommendations for changes to operations are assessed for
feasibility and for costbenefit from both a short and longterm
perspective
Enterprise capability and capacity to facilitate changes within financial
and time constraints are assessed and documented
Strategies to implement agreed recommendations are generated and
documented
Support processes, including the allocation of human, physical and
financial resources, the designation of timelines and the setting of the
culture and climate of the enterprise, are undertaken
Strategies are implemented, monitored, and evaluated
Enterprise performance in in relation to changes is regularly monitored
and reviewed, and adjustments are made as required
Workplace processes for developing and evaluating strategies for an
enterprise
Business and market data, regulatory requirements and other planning
information relevant to developing and evaluating strategies for
45

supply chains serviced by the enterprise
Local and international regulatory requirements relevant to enterprise
operations
Current and future supply chain initiatives including new technology,
products and processes
Internal business systems, resources, management and workplace
operating systems
Risks that may exist when developing and evaluating strategies for an
enterprise, and ways of controlling the risks involved
Organisational strengths and weaknesses including competitor
analysis
Relevant workplace reporting, governance and documentation
procedures
3.
4.
5.
6.
7.
8.
Responsibility
Statement
Work is performed autonomously in line with broad organisational objectives.
Certification

standard.
Date
11/09/2015
34. Develop and Maintain Operational Procedures for Transport and

Logistics Enterprises TLH15009
Application /
Descriptor
Skills Statement

develop and maintain operational procedures for transport and logistics
enterprises in accordance with relevant regulations and workplace policies
and procedures.
It includes planning and developing operational procedures, and
monitoring and evaluating the implementation of these operational
procedures.
1.
2.
3.
4.
5.
6.
7.
8.

Processes requiring development/modification of operational
procedures are identified and confirmed with relevant personnel
Scope, focus and extent of the operational procedure/s are
discussed and validated with affected personnel
Proposed operational procedures are researched using a range of
sources and provision is made to include user input
Operational procedures are developed, documented and verified in
accordance with workplace policies
New operational procedures are trialled with a target group as
required
Performance indicators are developed to measure the effectiveness
of the operational procedure/s
Implementation of new operational procedures is planned,
monitored and evaluated
Effective induction and supervision is provided to support personnel
in implementing the new procedure/s
46

9.
10.
Knowledge
Statement
1.
2.
3.
4.
5.
6.
Relevant personnel are kept informed of the evaluation process and

advised of subsequent changes to operational procedure/s
Records, reports and recommendations for improvement are
managed within the workplace information systems and processes
Workplace policies for developing and maintaining operational
procedures for
transport and logistics enterprises
Business policies, procedures and plans including procedures
Transport and logistics systems, resources, management and
workplace operating systems
Regulatory requirements relevant to transport and logistics
operations
Problems that may occur when developing and maintaining
operational procedures for transport and logistics enterprises and
action that can be taken to resolve or report these problems
Transport and equipment applications, capacities, configurations,
safety hazards
and control mechanisms
Responsibility
Statement
Work is performed autonomously in line with broad organisational

objectives.
Certification

standard.
Date
11/09/2015
47

35. Recruit, Select and Induct Staff

TLH15010
Application /
Descriptor
Skills Statement

recruit, select and induct staff in accordance with workplace policies and
procedures.
1.
2.
3.
4.
5.
6.
7.
8.
9.
Knowledge
Statement
Responsibility
Statement
Certification
Date

Job description for position to be recruited is obtained and any
modifications made to ensure it accurately reflects the requirements
of the role
Vacancy is advertised in accordance with workplace policies and
procedures
Consultation with relevant personnel is undertaken to convene
selection panel and to develop interview questions
Interviews are conducted to assess and select applicants ensuring
compliance with workplace policies and any regulatory requirements
Referee checks are conducted
Selection report is prepared and recommendation is made to senior
personnel for appointment
Employment contract is negotiated, successful candidate is appointed
and other
documentation completed as required
All necessary documentation is completed, including advising
unsuccessful candidates of outcomes and responding to any queries
New employee induction is arranged in accordance with workplace
requirements.
1. Regulations and workplace policies and procedures relevant to

recruitment selection and induction
2. Sources of relevant documentation and information required for
recruitment and selection
3. Range of interviewing techniques and other selection processes and
their application
4. Problems that may occur when carrying out recruitment, selection and
induction and appropriate action that can be taken to resolve these
problems
objectives.
13/09/2015
48

36.Manage People Performance

TLH15011
Application /
Descriptor

manage the performance of staff who report to them directly.
It includes work allocation, development of performance standards,
provision of coaching and feedback, and conducting performance reviews.
Skills Statement
1.
2.
3.
4.
5.
6.
7.
Knowledge
Statement
Responsibility
Statement
Certification
Date

Work plans are developed in accordance with operational plans
Work is allocated ensuring focus on operational efficiency and cost
effectiveness and matching worker capability with outcomes
required
Performance indicators are discussed with individual/team prior to
commencement of work
Performance of individuals/team is monitored and evaluated on a
continuous basis
Onthejob coaching is provided when necessary to improve
performance and informal feedback is regularly given
Formal structured feedback sessions are implemented as necessary
and in accordance with workplace policy
Individual training and development plans are implemented as
required

managing staff performance
2. Sources of relevant documentation and information required for
performance
management
3. Range of techniques for onthejob coaching and delivering feedback
4. Problems that may occur when carrying out performance
management and
appropriate action that can be taken to resolve these problems

objectives.
13/09/2015
49

37. Manage a Demand-Driven Supply Chain

TLH15012
Application /
Descriptor

manage a demanddriven supply chain within various contexts in the
transport and logistics industry. It covers the relationships between an
organisation and its supply and demand partners along the chain.
It includes managing the supply chain, and evaluating and improving supply
chain effectiveness.
Skills Statement

1. Responsibility within the organisations supply chain management
strategy is determined
2. Supply chain management responsibilities are implemented
3. Communication and information exchange with strategic partners and
suppliers is managed in accordance with the strategy
4. Collaboration with supply chain organisations is facilitated to determine
demand at each level of the supply chain in accordance with the
strategy
5. Sales and payments are managed in accordance with supply chain and
risk management strategies, and legal and ethical requirements
6. Actions to build trust and foster a supply chain culture are implemented
in accordance with the strategy
7. Opportunities are identified to adjust policies and procedures to respond
to the changing needs of customers, supply chains and the organisation
8. Effectiveness of the supply chain is reviewed with each level of the
supply chain, including staff and customers, and areas are identified for
improvement
9. Business data and reports are used to compare outcomes, budgets,
timelines and forecasts to actual performance
10. Technology performance is reviewed and recommendations are made for
improvements to hardware, software and/or their use, in accordance
with strategy and budget
11. Feedback and evaluation results are used to plan and improve future
supply chain management strategies
Knowledge
Statement
1. Organisational policies and procedures related to supply chain

management, purchasing, contracting and tendering
2. Business terms and conditions for purchasing, tendering and contracting
3. Product knowledge related to goods and services required by the
organisation
4. Operational supply arrangements, resources, management and
5. Problems that may occur when managing a supply chain and action that
can be taken to report or resolve these problems
6. Transport and logistics systems, resources, management and workplace
operating systems
7. Regulatory requirements relevant to transport and logistics operations
Responsibility
Statement

objectives.
50

Certification

standard.
Date
1/12/2015
38. Schedule Operations

TLH15013
Application /
Descriptor

required to schedule operations in the transport and logistics
industry.
It includes application of judgement in selecting resources, services
or contingency measures. It may also include responsibility for
coordinating the work of others.
Skills Statement
1. Operational tasks are identified in accordance with workplace

requirements
2. Operational constraints are defined and applicable options
evaluated and prioritised in accordance with workplace
procedures
3. Operational activities are planned in accordance with workplace
procedures
4. Required resources are identified, obtained and allocated to
enable achievement of work activity objectives
5. Task activities are assigned to team/group members based on
their areas of competence, expertise and their availability
6. Schedules are implemented in a timely and efficient manner
7. Operational outcomes are evaluated and measured to ensure
tasks have been completed to workplace and operational
requirements
8. Operational task and outcomes are documented in accordance
with workplace procedures
Knowledge
Statement
1. Problems that may occur when scheduling operations and actions

that can be put in place to report or resolve these problems
2. Relevant documentation and reporting requirements
3. Relevant transport operation health and safety procedures and
guidelines
4. Operational resource capabilities and constraints
5. Workplace policies, procedures and relevant regulations
Responsibility
Statement

outcomes.
Certification

standard.
51

Date
27/11/2015
52

Work Health and Safety
39. Apply Accident-Emergency Procedures

TLI15001
Application /
Descriptor

to apply accident emergency procedures in accordance with Work,
Health and Safety regulations and workplace requirements.
It includes responding to an incident, controlling and assisting at an
accident or emergency site, finalising accident-emergency processes
and completing records.
Skills Statement
1. Response to the incident or accident is in accordance with

workplace emergency procedures and relevant regulatory
requirements
2. Details of the cause(s) and effects of the incident are identified and
reported
3. Assistance requirements for accidents and emergencies are
determined and reported immediately to relevant personnel and
emergency services if required
4. Relevant authorities at the site are cooperated with and assisted
with in accordance with workplace procedures
5. Relevant information is exchanged in accordance with workplace
procedures
6. Documentation and reports are completed and processed in
accordance with workplace requirements
Knowledge
Statement
1. Typical problems that can occur during a safety incident, accident or

emergency and related action that can be taken
2. Workplace emergency, fire and accident procedures
3. Workplace procedures for accident-emergency response
4. Site layout and areas relevant to work activities
5. Relevant Work, Health and Safety and security procedures and
guidelines concerning accident-emergency response
6. Documentation and record keeping requirements for accidentemergency response
Responsibility
Statement
Work is performed under limited supervision.
Certification

standard.
Date
12/05/2015
53

40. Implement and Monitor Occupational Health and Safety

Procedures
TLI15002
Application /
Descriptor

implement and monitor occupational health and safety (OHS) procedures in
the transport and logistics industry.
It includes accessing information about Work, Health and Safety workplace
policies and procedures, and implementing and monitoring procedures for
identifying and assessing hazards and controlling risks. It also includes
planning and supervising housekeeping arrangements, and implementing
and monitoring procedures for dealing with hazardous events.
Skills Statement
Knowledge
Statement

1. Information about workplace OHS policies, procedures and regulations
is accessed and followed
2. Workplace Work, Health and Safety information is accurately and
clearly explained to work team
3. Procedures for identifying, assessing and reporting existing and
potential hazards are implemented and followed
4. Information about hazard risk assessment outcomes and control
measures is provided to appropriate personnel
5. Appropriate action is initiated to minimise and control risks/hazards
6. Risk control measures are implemented and monitored and reviewed
7. Work procedures to control risks are implemented and adherence to
them by work group is monitored
8. Required improvements to existing risk control measures are
identified, including
required resources for implementation, and reported to appropriate
personnel
9. Housekeeping tasks are planned, allocated and supervised
10. Workplace procedures for dealing with hazardous events are
implemented as required to ensure prompt control action is taken
2. Reporting procedures for unsafe situations, hazards, broken or
damaged equipment or workplace illness or injury
3. Emergency and evacuation procedures
4. Risk control methods and procedures
5. Housekeeping standards and procedures
6. Location and use of safety alarms and emergency communications
systems
7. Procedures for storing and using hazardous substances
8. Signs and signals for Work, Health and Safety warnings
Responsibility
Statement

Certification
Licensing, legislative, regulatory or certification requirements may apply to

this Standard and can vary between countries.
Date
02/09/2015
54
55

Team skills
41. Lead a Work Team or Group

TLJ15001
Application /
Descriptor

lead a work team or group in accordance with workplace procedures and
relevant regulations.
It includes participating in team/group planning, managing and developing
team/group performance, participating in and facilitating the work
team/group in its achievement of workplace tasks as well as documenting
and reviewing work team/ group performance.
Skills Statement
1.
2.
3.
4.
5.
6.
7.
8.
Knowledge
Statement

Team/group tasks are identified, interpreted and allocated in
accordance with workplace requirements
Task activities are assigned to team/group members based on their
areas of competence, expertise and their availability
Team/group members are advised on any related Occupational
Health and Safety requirements and environmental protection
policies and procedures
Performance measures and requirements are explained and
monitored
Coaching and mentoring techniques are used to support
team/group performance
Work activity is monitored and carried out in accordance with
All necessary documentation related to job planning and progress is
completed and recorded in accordance with workplace
requirements
Outcomes are compared with the planned objectives, task
instructions and specifications to ensure all requirements have been
met by team/group
1. Coaching and mentoring approaches
2. Relevant Work, Health and Safety and environmental protection
3. Strategies to implement continuous improvement processes
4. Techniques to encourage appropriate participation of team/group
members
5. Typical problems that can occur when leading a work team and
related appropriate action that can be taken
6. Workplace policies and plans including procedures for training and
development
7. Workplace protocols and procedures for leading work teams
Responsibility
Statement

Certification

standard.
56

Date
19/06/2015
57

Business
42. Develop a Marketing Plan

TLK15001
Application /
Descriptor

develop a marketing plan for transport and logistics enterprises in
accordance with relevant workplace procedures.
It includes identifying marketing options, developing a marketing plan
aligned to the organisations capabilities, and implementing,
communicating and monitoring the plan.
Skills Statement
1.
2.
3.
4.
5.
6.
Knowledge
Statement

Marketing options that address organisational objectives are
identified and evaluated
Marketing plan that meets the organisations product and service
offerings, capabilities and resources is developed
Marketing strategies alignment with organisations strategic direction
is ensured
Marketing plan incorporates tactics and relevant resources
Implementation of marketing plan is supported by communication
strategy
Implementation of marketing plan is monitored, and adjustments in
response to
feedback from key stakeholders are made
1. Organisational structure, products and services and overall strategic

and marketing objectives
2. Types of marketing options, strategies and approaches
3. Processes to ensure marketing strategies, approaches, and tactics
align to organisations objectives and are legal, ethical and
achievable
Responsibility
Statement

Certification

standard.
Date
11/09/2015
58

43. Manage Operational Budgets and Financial Plans

TLK15002
Application /
Descriptor

manage budgets and financial plans in transport and logistics enterprises
in accordance with relevant workplace procedures.
It includes communicating budget and financial plans, monitoring and
controlling activities, and reporting outcomes of financial plans.
Skills Statement
1.
2.
3.
4.
5.
6.
7.
8.
Knowledge
Statement

Financial delegations and budget accountabilities are confirmed and
used
Funds are allocated in accordance with budget objectives and
parameters
Audit requirements and legal obligations are met through recording
systems and documentation
Risk management plans are implemented
Budget performance is monitored and variances are identified on a
real time basis
Variances are analysed in conjunction with relevant experts to
determine cause and effect
Records of financial performance are properly maintained within
organisational systems
Financial performance is analysed and reported
1. Financial practices relevant to budgetary control

2. Organisational financial management policies and procedures
3. Budgetary systems, resources, management and workplace
operating systems
4. Limits of authorised expenditure
5. Problems that may occur when managing and achieving budgets and
action that can be taken to report or resolve these problems
Responsibility
Statement

Certification

standard.
Date
11/09/2015
59

44. Use information Technology Applications

TLK15003
Application /
Descriptor

use Information technology (IT) applications to perform work tasks in
accordance with workplace procedures within the transport and logistics
industry.
It includes selecting and using appropriate software applications to
create, edit, format, save and file workplace documents, spreadsheets or
presentations.
Skills Statement
1. IT work task is identified and required outcomes and timelines are

confirmed
2. IT software application most suitable for the work task and the
required outcomes is selected
3. IT software application is used to create a new file/document or
retrieve an existing file as required
4. Data loss, damage prevention and security procedures are followed
including file naming, storage and saving protocols
5. Required information such as text, data, images and graphs is
entered into the software application
6. Where appropriate, formulae are used and tested to meet task
requirements
7. Formatting, layout, effect and chart tools are used to improve the
look of the information
8. Information is reviewed and proofread to ensure accuracy
9. IT software applications are closed in accordance with workplace
procedures
Knowledge
Statement
1. Functions of the IT operating system and relevant user

documentation and workplace procedures
2. Health and safety requirements for working with IT systems
3. Problems that may occur when using IT software and appropriate
action that can be taken to resolve these problems
4. Workplace software applications for word processing, spreadsheets
and presentations
5. Workplace policy relating to the access and security of IT systems,
applications and information
6. Workplace style guide, including format styles and their effect on
formatting, readability, file naming and appearance of work task
Responsibility
Statement

environment.
Certification

standard.
Date
Xx/xx/2015
60
61

Quality
45. Apply Quality Systems

TLL15001
Application /
Descriptor

to apply quality systems in workplace operations in accordance with
relevant regulations and workplace quality standards within the
transport and logistics industry.
Skills Statement
1. Instructions and followed and work is completed either individually

or as a member of a work team in accordance with standards as
defined in workplace quality system policies and procedures
2. Variations from required standards in the quality of services and/or
products are detected and reported in accordance with workplace
procedures
3. Quality improvement tools and techniques are used individually and
as part of a work team to systematically improve the quality of
work, services and/or products
4. Quality of operations/service is monitored and adjusted as required
to ensure internal and external customer satisfaction
Knowledge
Statement
1. Workplace quality assurance and improvement principles and

procedures
2. Quality improvement tools and methods
3. Typical quality-related problems that may arise in work operations
and products, and related options for action and solutions
Responsibility
Statement
Work is performed under some supervision, generally within a team

environment.
Certification

standard.
Date
30/04/2015
62

Contracts
46. Manage a Contract

TLM15001
Application /
Descriptor

manage a contract in various contexts within the transport and logistics
industry.
It includes confirming contract requirements, establishing a contract
management system, and monitoring and evaluating the contract.
Skills Statement
Knowledge
Statement

1. Contract requirements are confirmed including special provisions and
key performance outcomes and measures
2. Relationship with contractor is established in accordance with
organisational policies and procedures
3. Contract management strategy is documented, monitored for
effectiveness and adapted as required during the life of the contract
4. Contract management is conducted in accordance with established
enterprise policies and procedures
5. Negotiation of modifications to contracted activities are managed
with the contractor or agent as required
6. Disputes and complaints are managed in accordance with enterprise
7. Consistent and accurate records of contract progress are maintained
8. Contract costs are monitored on a regular basis to ensure service is
carried out
within financial and contractual requirements
9. Payments for contract services are authorised in accordance with
contract conditions and organisational contract administrative
system
10. Evaluation of contract performance is undertaken relative to planned
performance measures and in consultation with stakeholders and
suppliers
11. Evaluation is documented in accordance with organisational
requirements to assist improvement in future procurement activities
managing contracts
2. Confidentiality issues in relation to contracted services
3. Financial and accounting issues relevant to the contract
management
4. Organisational purchasing policies and procedures
5. Procurement negotiation practices
6. Requirements for completing relevant documentation.
7. Applicable aspects of contract law
8. Equipment applications, capacities and configurations
10. Problems that may occur when managing a contract and action that
can be taken to report or resolve these problems
63

Responsibility
Statement
Certification

objectives.
occupational
standard.
Date
08/09/2015
47. Negotiate a Contract

TLM15002
Application /
Descriptor

contract transport and logistics services in compliance with regulatory
requirements and relevant workplace procedures.
It includes negotiating the contract, finalising the contract negotiations, as
well as completing all contract requirements with a contractor.
Skills Statement
1.
2.
3.
4.
5.
6.
7.
8.
Knowledge
Statement

Preferred contractor is selected and contract negotiation is
undertaken in accordance with workplace and regulatory
requirements
Areas of ambiguity or concern with the contract are clarified and
resolved
Conditions for service and/or supply of goods/services are agreed
between the organisation and the contractor including the
determination of key performance indicators
Requirements of the contract are clearly documented and agreed to
by the relevant parties
Technical support in drafting contracts is accessed as required
Contract documentation is signed and exchanged between relevant
parties
Documentation systems are established to ensure traceability of
orders and financial transactions
Contract and ancillary documentation is completed and stored as
required, in accordance with workplace procedures and regulatory
requirements

negotiating contracts
2. Applicable aspects of contract law
3. Equipment applications, capacities and configurations
5. Problems that may occur when negotiating a contract and action
that can be taken to report or resolve these problems
6. Processes for contract formulation and negotiation
7. Relevant contract documentation requirements
8. Precautions and required action to minimise, control or eliminate
risks that may exist when negotiating a contract
64

Responsibility
Statement
Certification
Date

objectives.
08/09/2015
65

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Occupational Standard Template

Occupational Standards Handbook

Occupational Standard Template

TLA15001 - Package goods

TLD15001 - Shift materials safely using manual handling methods

TLG15001 - Apply customer service skills

Occupational Standard Template

TLH15001 - Monitor warehouse facilities

Work Health and Safety

Occupational Standard Template

Occupational Standard Title:

This occupational standard involves the skills and knowledge required

Packaging specifications and order packaging documentation are

Work is performed under some supervision generally within a team

No licensing, legislative or certification requirements apply to this

Occupational Standard Template

2. Pick and Process Orders

This occupational standard describes the skills and knowledge required

Workplace procedures for order picking and related workplace

Work is performed under some supervision generally within a team

No licensing, legislative or certification requirements apply to this

Occupational Standard Template

This occupational standard involves the skills and knowledge required

1. Stock levels are counted against appropriate documentation and

1. Workplace policies, standards and procedures for replenishing

Work is performed under some supervision generally within a team

No licensing, legislative or certification requirements apply to this

Occupational Standard Template

This occupational standard involves the skills and knowledge required

Order request and consignment note documentation is interpreted

1. Operational work systems, equipment, management and site

Work is performed under some supervision generally within a team

No licensing, legislative or certification requirements apply to this

Occupational Standard Template

This occupational standard involves the skills and knowledge required

1. Goods to be counted and appropriate inventory systems are

1. Principles of operation and functions of stocktake systems

Work is performed under some supervision generally within a team

No licensing, legislative or certification requirements apply to this

Occupational Standard Template

6. Use Inventory Systems to Organise Stock Control

This occupational standard involves the skills and knowledge required to

The following describes the essential skills and knowledge

1. Application of different types of inventory systems and stock

Work is performed under supervision for own functions, with responsibility

No licensing, legislative or certification requirements apply to this

Occupational Standard Template

7. Identify and Inspect Stored Products

This occupational standard involves the skills and knowledge required

1. Products are identified against specified criteria in accordance with

1. Codes and regulations relevant to products being identified,

Work is performed under some supervision generally within a team

No licensing, legislative or certification requirements apply to this

Occupational Standard Template

This occupational standard involves the skills and knowledge required

1. Workplace policies, standards and procedures for receiving and storing

Work is performed under some supervision generally within a team

No licencing, legislative or certification requirements apply to this

Occupational Standard Template

This standard involves the skills and knowledge required to

The following describes the essential skills and knowledge

Work is performed under supervision for own functions, with

Licensing, legislative, regulatory or certification requirements may