N027021 L3 Cert in Logistics Operations Issue 2 · 2014-03-19 · Edexcel Level 3 Certificate in...

Specification

Edexcel Level 3 Certificate in Logistics Operations (QCF)

For first registration September 2010

Issue 2

Edexcel competence-based qualifications

Edexcel, a Pearson company, is the UK’s largest awarding organisation offering vocational and academic qualifications and testing, to employers, training providers, colleges, schools, and other places of learning in the UK, and in over 85 countries worldwide.

Our specialist suite of qualifications include NVQs, Apprenticeships, WorkSkills, Functional Skills, Foundation Learning, as well as our exclusive range of BTECs, from entry level right through to Higher National Diplomas.

This specification is Issue 2. Key changes are sidelined. We will inform centres of any changes to this issue. The latest issue can be found on the Edexcel website: www.edexcel.com

References to third party material made in this specification are made in good faith. Edexcel does not endorse, approve or accept responsibility for the content of materials, which may be subject to change, or any opinions expressed therein. (Material may include textbooks, journals, magazines and other publications and websites.)

Authorised by Roger Beard Prepared by Thomas Gudgeon

Publications Code N027021

All the material in this publication is copyright © Edexcel Limited 2011

Contents

Qualification titles covered by this specification 1

Key features of the Edexcel Level 3 Certificate in Logistics Operations (QCF) 3

What is the purpose of this qualification? 3

Who is this qualification for? 3

What are the benefits of this qualification to the learner and employer? 3

What are the potential job roles for those working towards this qualification? 4

What progression opportunities are available to learners who achieve this qualification? 4

What is the qualification structure for the Edexcel Level 3 Certificate in Logistics Operations (QCF)? 5

How is the qualification graded and assessed? 7 Skills for Logistics assessment guidance 7

Types of evidence 8

Centre recognition and approval 9 Centre recognition 9

Approvals agreement 9

Quality assurance 9

What resources are required to deliver this qualification? 9

Unit format 10

Units 11 Unit 1: Make an Effective Contribution to a Business in the Logistics

Sector 13

Unit 2: Health, Safety and Security at Work 17

Unit 3: Optimise the Use of Logistics Resources 21

Unit 4: Improve Performance in Logistics Operations 25

Unit 5: Provide Leadership for your Team in Logistics Operations 29

Unit 6: Allocate and Check Work in your Team in Logistics Operations 33

Unit 7: Maintain the Safety and Security of Hazardous Goods and Materials in Logistics Operations 37

Unit 8: Supervise the Receipt, Storage or Dispatch of Goods 41

Unit 9: Minimise the Environmental Impact of Logistics Operations 45

Unit 10: Arrange the Transportation of Goods Using Multiple Transport Modes 49

Unit 11: Schedule Logistics Operations to Meet Customers’ Requirements 53

Unit 12: International Road Transport Operations 57

Unit 13: Contribute to the Provision Of Customer Service in Logistics Operations 61

Unit 14: Ensure Compliance with Legal, Regulatory, Ethical and Social Requirements in Logistics Operations 65

Unit 15: Respond to Problems in Logistics Operations 69

Unit 16: Apply Technology in Logistics Operations 73

Further information 77

Useful publications 77 How to obtain National Occupational Standards 77

Professional development and training 78

Annexe A: Progression pathways 79 The Edexcel qualification framework for the logistics operations sector 79

Annexe B: Quality assurance 81 Key principles of quality assurance 81

Quality assurance processes 81

Annexe C: Centre certification and registration 83 What are the access arrangements and special considerations for the qualifications in this specification? 83

Annexe D: Skills for Logistics assessment guidance for qualifications in the QCF 85

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

1

Qua

lific

atio

n ti

tles

cov

ered

by

this

spe

cifi

cati

on

This

spec

ific

atio

n g

ives

you t

he

info

rmation y

ou n

eed t

o o

ffer

the

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

atio

ns

(QCF)

:

Qu

ali

fica

tio

n t

itle

Q

uali

fica

tio

n

Nu

mb

er

(QN

) A

ccre

dit

ati

on

st

art

date

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

atio

ns

(QCF)

501/1

029/9

01/0

9/1

0

This

qual

ific

atio

n h

as

bee

n a

ccre

dited

within

the

Qual

ific

ations

and C

redit F

ram

ework

(Q

CF)

and is

elig

ible

for

public

fundin

g a

s det

erm

ined

by

the

Dep

artm

ent

for

Educa

tion (

DfE

) under

Sec

tions

96 o

f th

e Le

arnin

g a

nd S

kills

Act

2000.

The

qual

ific

atio

n t

itle

lis

ted a

bove

fea

ture

s in

the

fundin

g lis

ts p

ublis

hed

annual

ly b

y th

e D

fE a

nd t

he

regula

rly

updat

ed w

ebsi

te.

It w

ill a

lso a

ppea

r on t

he

Learn

ing A

ims

Dat

abas

e (L

AD

), w

her

e re

leva

nt.

You s

hould

use

the

QCF

Qualif

icat

ions

Num

ber

(Q

N),

when

you w

ish t

o s

eek

public

fundin

g f

or

your

lear

ner

s. E

ach

unit w

ithin

a

qual

ific

ation w

ill a

lso h

ave

a u

niq

ue

QC

F re

fere

nce

num

ber

, w

hic

h is

liste

d in t

his

spec

ific

ation.

The

QCF

qual

ific

atio

n t

itle

and u

nit r

efer

ence

num

ber

s w

ill a

ppea

r on t

he

lear

ner

s’ f

inal

cer

tifica

tion d

ocu

men

t. L

earn

ers

nee

d t

o

be

made

aw

are

of th

is w

hen

they

are

rec

ruited

by

the

centr

e an

d r

egis

tere

d w

ith E

dex

cel.

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

2

The

NQ

F qual

ific

atio

n lis

ted b

elow

is

valid

until th

e dat

e sh

ow

n.

It w

ill c

ontinue

to b

e av

aila

ble

in t

he

Logis

tic

Oper

atio

ns

Adva

nce

d A

ppre

ntice

ship

Fra

mew

ork

until th

e en

d d

ate

show

n.

Qu

alifi

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on

tit

le

Qu

alifi

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on

N

um

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(QN

) A

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date

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ate

Edex

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VQ

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tics

Oper

atio

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Man

agem

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500/4

012/1

01/0

5/0

8

31/1

2/1

0

N027021 – Specification – Edexcel Level 3 Certificate in Logistics Operations (QCF) – Issue 2 – June 2011 © Edexcel Limited 2011

3

Key features of the Edexcel Level 3 Certificate in Logistics Operations (QCF)

This qualification:

• is nationally recognised

• is based on the Logistics Operations National Occupational Standards (NOS). The NOS, assessment guidance and qualification structure are owned by Skills for Logistics.

The Level 3 Certificate in Logistic Operation will form part of the SASE/W Logistic Operations Apprenticeship Framework.

What is the purpose of this qualification?

The Edexcel Level 3 Certificate in Logistics Operations aims to provide a suitable qualification that will allow individuals to demonstrate their competence and understanding against a clear set of standards based on the needs of the industry. This qualification has been designed to support those involved with distributive operations such as dealing with the handling and storing of goods within a commercial, industrial or removers’ warehouses, or freight facility, movement of goods, customer service and stock control.

Who is this qualification for?

This qualification is for all learners aged 16 and above who are capable of reaching the required standards.

Edexcel’s policy is that the qualification should:

• be free from any barriers that restrict access and progression

• ensure equality of opportunity for all wishing to access the qualifications.

What are the benefits of this qualification to the learner and employer?

This qualification requires individuals to demonstrate competence against National Occupational Standards (NOS) which are based on the needs of the logistics operations industry as defined by Skills for Logistics, the Sector Skills Council. As such it contributes to the development of skilled labour in the sector.


4

What are the potential job roles for those working towards this qualification?

• Road transport manager

• Roadie

• Stock control/replenishment assistant

• Transport planner

• Transport scheduler

• Van driver

• Vehicle parts operative

What progression opportunities are available to learners who achieve this qualification?

This qualification supports and offers opportunities for progression to Level 4 qualifications. It will also offer candidates, in a suitable job role, the ability to develop their career path and may have already completed the Edexcel Level 2 Certificate in Warehousing and Storage (QCF).

Further information is available in Annexe A.


5

What is the qualification structure for the Edexcel Level 3 Certificate in Logistics Operations (QCF)?

Individual units can be found in the Units section. The QCF level and credit value are given on the first page of each unit.

Candidates need to achieve a minimum of 9 credits from Mandatory group A, a minimum of 3 credits from Optional group B, a minimum of 3 credits from Optional group C, a minimum of 3 credits from Optional group D and a minimum of 3 credits from Optional group E.

Mandatory group A

Credit value required: minimum 9, maximum 9.

Unit 1: Y/601/9456 – Make an Effective Contribution to a Business in the Logistics Sector

Unit 2: K/502/1072 – Health, Safety and Security at Work

Unit 3: M/601/7597 – Optimise the Use of Logistics Resources

Optional group B

Credit Value required: minimum 3, maximum 4.

Unit 4: H/601/7600 – Improve Performance in Logistics Operations

Unit 5: T/601/7603 – Provide Leadership for your Team in Logistics Operations

Unit 6: R/601/7611 – Allocate and Check Work in your Team in Logistics Operations

Optional group C


Unit 7: J/601/7928 – Maintain the Safety and Security of Hazardous Goods and Materials in Logistics Operations

Unit 8: Y/601/7934 – Supervise the Receipt, Storage or Dispatch of Goods

Unit 9: K/601/7601 – Minimise the Environmental Impact of Logistics Operations

Optional group D


Unit 10: Y/600/7646 – Arrange the Transportation of Goods Using Multiple Transport Modes

Unit 11: K/601/7596 – Schedule Logistics Operations to Meet Customers Requirements

Unit 12: K/601/7176 – International Road Transport Operations

http://www.accreditedqualifications.org.uk/unit/M6002775.seo.aspx?OwnerRef=

http://www.accreditedqualifications.org.uk/unit/Y6013110.seo.aspx?OwnerRef=

http://www.accreditedqualifications.org.uk/unit/F6013148.seo.aspx?OwnerRef=

http://www.accreditedqualifications.org.uk/unit/H6013157.seo.aspx?OwnerRef=

http://www.accreditedqualifications.org.uk/unit/H6013157.seo.aspx?OwnerRef=





6

Optional group E


Unit 13: Y/601/7920 – Contribute to the Provision Of Customer Service in Logistics Operations

Unit 14: M/601/7602 – Ensure Compliance with Legal, Regulatory, Ethical and Social Requirements in Logistics Operations

Unit 15: T/601/7598 – Respond to Problems in Logistics Operations

Unit 16: A/601/7599 – Apply Technology in Logistics Operations






7

How is the qualification graded and assessed?

The overall grade for this qualification is a ‘pass’. The learner must achieve all the required units within the specified qualification structure.

To pass a unit the learner must:

• achieve all the specified learning outcomes

• satisfy all the assessment criteria by providing sufficient and valid evidence for each criterion

• show that the evidence is their own.

The qualification is designed to be assessed:

• in the workplace or

• in conditions resembling the workplace, as specified in the Skills for Logistics assessment guidance for qualifications in the QCF, or

• as part of a training programme.

Skills for Logistics assessment guidance

The assessment guidance for qualifications in the QCF includes details on:

• criteria for defining realistic working environments

• roles and occupational competence of assessors, expert witnesses, internal verifiers and standards verifiers

• quality control of assessment

Evidence of competence may come from:

• current practice where evidence is generated from a current job role

• a programme of development where evidence comes from assessment opportunities built into a learning/training programme whether at or away from the workplace

• the Recognition of Prior Learning (RPL) where a learner can demonstrate that they can meet the assessment criteria within a unit through knowledge, understanding or skills they already possess without undertaking a course of learning. They must submit sufficient, reliable and valid evidence for internal and standards verification purposes. RPL is acceptable for accrediting a unit, several units or a whole qualification

• a combination of these.


8

It is important that the evidence is:

Valid relevant to the standards for which competence is claimed

Authentic produced by the learner

Current sufficiently recent to create confidence that the same skill, understanding or knowledge persist at the time of the claim

Reliable indicates that the learner can consistently perform at this level

Sufficient fully meets the requirements of the standards.

Types of evidence

To successfully achieve a unit the learner must gather evidence which shows that they have met the required standard in the assessment criteria. Evidence can take a variety of different forms including the following examples:

• direct observation of the learner’s performance by their assessor

• outcomes from oral or written questioning

• products of the learner’s work

• personal statements and/or reflective accounts

• outcomes from simulation, where permitted by the Skills for Logistics assessment guidance for qualifications in the QCF

• professional discussion

• assignment, project/case studies

• authentic statements/witness testimony

• expert witness testimony

• reflective accounts

• evidence of Recognition of Prior Learning.

Learners can use one piece of evidence to prove their knowledge, skills and understanding across different assessment criteria and/or across different units. It is, therefore, not necessary for learners to have each assessment criterion assessed separately. Learners should be encouraged to reference the assessment criteria to which the evidence relates.

Evidence must be made available to the assessor, internal verifier and Edexcel standards verifier. A range of recording documents is available on the Edexcel website www.edexcel.com. Alternatively, centres may develop their own.

http://www.edexcel.com/


9

Centre recognition and approval

Centre recognition

Centres that have not previously offered Edexcel qualifications need to apply for and be granted centre recognition as part of the process for approval to offer individual qualifications. New centres must complete both a centre recognition approval application and a qualification approval application.

Existing centres will be given ‘automatic approval’ for a new qualification if they are already approved for a qualification that is being replaced by the new qualification and the conditions for automatic approval are met. Centres already holding Edexcel approval are able to gain qualification approval for a different level or different sector via Edexcel online.

Approvals agreement

All centres are required to enter into an approvals agreement which is a formal commitment by the head or principal of a centre to meet all the requirements of the specification and any linked codes or regulations. Edexcel will act to protect the integrity of the awarding of qualifications, if centres do not comply with the agreement. This could result in the suspension of certification or withdrawal of approval.

Quality assurance

Detailed information on Edexcel’s quality assurance processes is given in Annexe B.

What resources are required to deliver this qualification?

This qualification is designed to support learners working in the Logistics Operations sector. Physical resources need to support the delivery of the qualifications and the assessment of the learning outcomes and must be of industry standard. Centres must meet any specific resource requirements outlined in Annexe D: Assessment guidance. Staff assessing the learner must meet the requirements within the overarching assessment guidance for the sector.


10

Unit format

Each unit in this specification contains the following sections.

Unit title:

Unit code:

Unit reference number:

QCF level:

Credit value:

Guided learning hours:

Unit summary:

Assessment requirements/evidence requirements:

Assessment methodology:

Learning outcomes:

Assessment criteria:

Evidence type:

Portfolio reference:

Date:

The unit title is accredited on the QCF and this form of words will appear on the learner’s Notification of Performance (NOP).

This is the unit owner’s reference number for the specified unit.

This code is a unique reference number for the unit.

All units and qualifications within the QCF have a level assigned to them, which represents the level of achievement. There are nine levels of achievement, from Entry level to level 8. The level of the unit has been informed by the QCF level descriptors and, where appropriate, the NOS and/or other sector/professional.

All units have a credit value. The minimum credit value is one, and credits can only be awarded in whole numbers. Learners will be awarded credits when they achieve the unit.

A notional measure of the substance of a qualification. It includes an estimate of the time that might be allocated to direct teaching or instruction, together with other structured learning time, such as directed assignments, assessments on the job or supported individual study and practice. It excludes learner-initiated private study.

This provides a summary of the purpose of the unit.

The assessment/evidence requirements are determined by the SSC. Learners must provide evidence for each of the requirements stated in this section.

Learning outcomes state exactly what a learner should know, understand or be able to do as a result of completing a unit.

The assessment criteria of a unit specify the standard a learner is expected to meet to demonstrate that a learning outcome, or a set of learning outcomes, has been achieved.

Learners must reference the type of evidence they have and where it is available for quality assurance purposes. The learner can enter the relevant key and a reference. Alternatively, the learner and/or centre can devise their own referencing system.

This provides a summary of the assessment methodology to be used for the unit.

The learner should use this box to indicate where the evidence can be obtained eg portfolio page number.

The learner should give the date when the evidence has been provided.


11

Units


12


13

Unit 1: Make an Effective Contribution to a Business in the Logistics Sector

Unit reference number: Y/601/9456

QCF level: 2

Credit value: 3

Guided learning hours: 10

Unit summary

This unit is about understanding the organisation’s aims and procedures. It covers identifying individual and group targets, requirements and responsibilities. It is about helping colleagues and knowing how to communicate with others. It requires those working in the logistics sector to be aware of how they can improve their own performance.

This unit is relevant to all those working in the logistics sector who work both individually or as part of a team.

Assessment methodology

This unit is assessed in the workplace, in conditions resembling the workplace and/or in a formal learning environment as appropriate. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

14

Lear

ning

out

com

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Know

how

to m

ake

an

effe

ctiv

e co

ntr

ibution t

o a

busi

nes

s in

the

logis

tics

se

ctor

1.1

ex

pla

in t

he

rele

vant

org

anis

ational

polic

ies

and

pro

cedure

s, in r

elat

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o m

akin

g a

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ffec

tive

co

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o a

busi

nes

s in

the

logis

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sec

tor,

th

at r

elat

e to

:

–

hea

lth,

safe

ty a

nd s

ecurity

–

per

sonal

pro

tect

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equip

men

t

–

your

work

role

–

qual

ity

standar

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1.2

id

entify

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d t

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work

role

s of

colle

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1.3

des

crib

e m

ethods

for

impro

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nal

work

per

form

ance

1.4

des

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for

iden

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rnin

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1.5

ex

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in t

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import

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of su

pport

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an

d t

he

diffe

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it

mak

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o p

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1.6

des

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e how

mis

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gs

and c

onflic

t

in w

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elationsh

ips

may

be

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co

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N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

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mited

2011

15

Learn

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the

logis

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fo

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all

org

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polic

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and p

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in r

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n e

ffec

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contr

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o

a busi

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s in

the

logis

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sec

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that

rel

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to:

–

hea

lth,

safe

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nd s

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–

per

sonal

pro

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cloth

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–

ow

n w

ork

role

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qual

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standar

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2.2

co

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unic

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with o

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2.3

co

nfirm

task

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and r

esponsi

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with a

n

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ays

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N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

16

Learn

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17

Unit 2: Health, Safety and Security at Work

Unit reference number: K/502/1072

QCF level: 2

Credit value: 3


Unit summary

This unit is for those who take responsibility for their own health, safety and security in the workplace, and monitor the workplace for hazards. The job role involves contributing to the safety and security in the workplace, taking action in the event of an incident, raising the alarm, following correct procedures for shut down and evacuation, using emergency equipment correctly and safely, and monitoring the workplace for hazards.



N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

18

Lear

ning

out

com

es a

nd a

sses

smen

t cr

iter

ia

Learn

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ou

tco

mes

Ass

ess

men

t cr

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typ

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Po

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D

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1.4

dis

tinguis

h b

etw

een d

iffe

rent

alarm

sounds

1.5

co

mply

with e

quip

men

t oper

atin

g p

roce

dure

s an

d

man

ufa

cture

rs inst

ruct

ions

1.6

dem

onst

rate

saf

e handlin

g a

nd lifting t

echniq

ues

1.7

dem

onst

rate

corr

ect

use

and m

ainte

nan

ce o

f an

y pro

tect

ive

cloth

ing a

nd/o

r eq

uip

men

t

1.8

co

mply

with p

erso

nal

res

ponsi

bili

ties

under

the

hea

lth a

nd s

afe

ty a

t w

ork

act

/CO

SH

H

1.9

id

entify

who t

he

nom

inat

ed f

irst

aid

ers

are

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

19

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Be

able

to m

onitor

the

work

pla

ce f

or

haz

ards

2.1

id

entify

haza

rdous

subst

ance

s th

at a

re u

sed in t

he

work

pla

ce a

nd d

emonst

rate

met

hods

of m

akin

g

them

saf

e or

reduci

ng t

hei

r dan

ger

in t

he

even

t of

an a

ccid

ent

2.2

id

entify

haza

rds

pose

d b

y m

ach

iner

y th

at is

use

d in

the

work

pla

ce a

nd d

emonst

rate

met

hods

of m

aki

ng

safe

or

reduci

ng t

hei

r dan

ger

in t

he

even

t of an

ac

ciden

t

2.3

dem

onst

rate

how

to h

andle

and s

tore

haz

ardous

subst

ance

s in

cludin

g d

ebris

2.4

dem

onst

rate

how

to s

tore

mate

rial

s an

d e

quip

men

t

2.5

ex

pla

in w

hat

the

most

lik

ely

acc

iden

ts a

nd

emer

gen

cies

in t

he

work

pla

ce a

re a

nd h

ow

to d

eal

with t

hem

2.6

co

mply

with p

erso

nal

res

ponsi

bili

ties

under

the

CO

SH

H (

Contr

ol of Subst

ance

s H

azar

dous

to

Hea

lth)

3

Be

able

to c

ontr

ibute

to

work

pla

ce s

ecurity

3.1

outlin

e an

d c

om

ply

with t

he

org

anis

atio

n’s

rule

s,

codes

, guid

elin

es a

nd s

tandar

ds

rela

ting t

o s

ecurity

3.2

ex

pla

in h

ow

to d

eal w

ith loss

of pro

per

ty

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

20

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________


21

Unit 3: Optimise the Use of Logistics Resources

Unit reference number: M/601/7597

QCF level: 3

Credit value: 3


Unit summary

This unit is about identifying the appropriate resource and planning how to use it and monitoring its use to improve performance.

This unit is relevant for operatives working in logistics operations. Operatives could, for example, be working in warehousing and storage, transport or freight forwarding.



N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

22

Lear

ning

out

com

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Know

how

to o

ptim

ise

the

use

of

logis

tics

res

ourc

es

1.1

ex

pla

in t

he

rele

vant

org

anis

ational

polic

ies

and

pro

cedure

s, in r

elat

ion t

o o

ptim

isin

g t

he

use

of

logis

tics

res

ourc

es,

that

rel

ate

to:

–

hea

lth,

safe

ty a

nd s

ecurity

–

com

plia

nce

–

role

s, r

esponsi

bili

ties

, in

form

atio

n a

nd

man

agem

ent

syst

ems

–

legis

lation a

nd r

egula

tions

1.2

des

crib

e th

e diffe

rent

sourc

es a

nd t

ypes

of

info

rmat

ion r

equired

for

optim

isin

g t

he

use

of

logis

tics

res

ourc

es

1.3

ex

pla

in t

he

import

ance

of good c

om

munic

atio

n

met

hods

1.4

ex

pla

in t

he

types

of re

sourc

e use

d in s

pec

ific

lo

gis

tics

oper

atio

ns

1.5

ex

pla

in t

he

met

hods

use

d f

or

optim

isin

g t

he

use

of

logis

tics

res

ourc

es

1.6

ex

pla

in t

he

fact

ors

that

nee

d t

o b

e ta

ken into

ac

count

when

optim

isin

g t

he

use

of lo

gis

tics

re

sourc

es

1.7

ex

pla

in m

ethods

for

impro

ving o

r dev

elopin

g u

sed

logis

tics

res

ourc

es

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

23

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1.8

id

entify

pro

ble

ms

that

can o

ccur

when

optim

isin

g

the

use

of

logis

tics

res

ourc

es

1.9

ex

pla

in a

ppro

priat

e act

ion w

hen

dea

ling w

ith

iden

tified

pro

ble

ms

2

Be

able

to o

ptim

ise

the

use

of

logis

tics

res

ourc

es

2.1

fo

llow

all

org

anis

ational

polic

ies

and p

roce

dure

s, in

rela

tion t

o o

ptim

isin

g t

he

use

of

logis

tics

res

ourc

es,

that

rel

ate

to:

–

hea

lth,

safe

ty a

nd s

ecurity

–

com

plia

nce

–

role

s, r

esponsi

bili

ties

, in

form

atio

n a

nd

man

agem

ent

syst

ems

–

legis

lation a

nd r

egula

tions

2.2

id

entify

the

availa

bili

ty a

nd d

eman

d f

or

logis

tics

re

sourc

es in t

he

org

anis

atio

n

2.3

det

erm

ine

the

leve

l and t

ype

of

reso

urc

es u

sed f

or

the

logis

tics

oper

atio

n

2.4

use

logis

tics

res

ourc

es e

ffec

tive

ly a

nd e

ffic

iently

2.5

pla

n t

he

use

of

logis

tics

res

ourc

es t

o a

chie

ve a

bal

ance

bet

wee

n u

sage

and p

erfo

rman

ce

2.6

m

onitor

the

use

of lo

gis

tics

res

ourc

es t

o iden

tity

an

y posi

tive

or

neg

ativ

e ef

fect

s on t

he

envi

ronm

ent

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

24

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________


25

Unit 4: Improve Performance in Logistics Operations

Unit reference number: H/601/7600

QCF level: 3

Credit value: 4


Unit summary

This unit is about identifying areas of the operation which can be improved. It deals with consulting colleagues to identify problems and the impact of improvements, and how to evaluate the effect improvements have on the operation.




N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

26

Lear

ning

out

com

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Know

how

to im

pro

ve

per

form

ance

in logis

tics

oper

atio

ns

1.1

ex

pla

in t

he

rele

vant

org

anis

ational

polic

ies

and

pro

cedure

s, in r

elat

ion t

o im

pro

ving p

erfo

rman

ce

in logis

tics

oper

ations,

that

rel

ate

to:

–

hea

lth,

safe

ty a

nd s

ecurity

–

com

plia

nce

–

role

s, r

esponsi

bili

ties

, in

form

atio

n a

nd

man

agem

ent

syst

ems

1.2

des

crib

e th

e diffe

rent

sourc

es a

nd t

ypes

of

info

rmat

ion r

equired

for

impro

ving p

erfo

rman

ce in

logis

tics

oper

atio

ns

1.3

ex

pla

in im

pro

vem

ents

met

hods

that

are

use

d in t

he

org

anis

atio

n a

nd indust

ry

1.4

ex

pla

in m

ethods

use

d for

eval

uating im

pro

vem

ent

met

hods

1.5

id

entify

pro

ble

ms

that

can o

ccur

when

im

pro

ving

per

form

ance

in logis

tics

oper

atio

ns

1.6

ex

pla

in a

ppro

priat

e act

ion w

hen

dea

ling w

ith

iden

tified

pro

ble

ms

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

27

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Be

able

to im

pro

ve

per

form

ance

in logis

tics

oper

atio

ns

2.1

fo

llow

all

org

anis

ational

polic

ies

and p

roce

dure

s,

in r

elat

ion t

o im

pro

ving p

erfo

rman

ce in logis

tics

oper

atio

ns,

that

rel

ate

to:

–

hea

lth,

safe

ty a

nd s

ecurity

–

com

plia

nce

–

role

s, r

esponsi

bili

ties

, in

form

atio

n a

nd

man

agem

ent

syst

ems

2.2

as

sess

an a

rea

for

impro

vem

ent

2.3

as

sess

im

pro

vem

ent

met

hods

appro

priat

e fo

r th

e lo

gis

tics

oper

atio

n

2.4

re

com

men

d s

uitab

le m

ethods

for

impro

ving

per

form

ance

2.5

dev

elop s

ucc

ess

criter

ia t

o b

e use

d t

o e

valu

ate

applic

ation o

f th

e im

pro

vem

ent

met

hods

2.6

im

ple

men

t th

e im

pro

vem

ent

met

hods

2.7

m

onitor

the

applic

ation o

f th

e im

pro

vem

ent

met

hods

2.8

ev

aluat

e th

e ap

plic

ation o

f th

e im

pro

vem

ent

met

hods

2.9

re

cord

work

acc

ord

ing t

o o

rgan

isat

ional

pro

cedure

s

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

28

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________


29

Unit 5: Provide Leadership for your Team in Logistics Operations

Unit reference number: T/601/7603

QCF level: 3

Credit value: 4


Unit summary

This unit is about providing leadership for your team. It deals with planning teams objectives, motivating team members, communication and steering the team through difficulties.

This unit is relevant for team leaders, supervisors and managers working in logistics operations. Team leaders, supervisors and managers could, for example, be working in warehousing and storage, transport or freight forwarding.



N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

30

Lear

ning

out

com

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Know

how

to p

rovi

de

lead

ersh

ip f

or

ow

n t

eam

in

logis

tics

oper

atio

ns

1.1

ex

pla

in t

he

rele

vant

org

anis

ational

polic

ies

and

pro

cedure

s, in r

elat

ion t

o p

rovi

din

g lea

der

ship

for

ow

n t

eam

, th

at r

elate

to:

–

role

s, r

esponsi

bili

ties

, in

form

atio

n a

nd

man

agem

ent

syst

ems

–

sett

ing o

bje

ctiv

es

–

equal

ity

and d

iver

sity

, an

d incl

usi

on

–

monitoring w

ork

act

ivitie

s

1.2

ex

pla

in d

iffe

rent

lead

ersh

ip s

tyle

s

1.3

ex

pla

in t

he

princi

ple

s of ef

fect

ive

com

munic

atio

n

1.4

ex

pla

in m

ethods

for

motiva

ting,

support

ing a

nd

enco

ura

gin

g t

eam

mem

ber

s to

ach

ieve

tea

m

obje

ctiv

es

1.5

ex

pla

in t

he

import

ance

of cr

eating a

n e

nvi

ronm

ent

of tr

ust

and m

utu

al re

spec

t

1.6

ex

pla

in t

he

import

ance

of

under

standin

g d

ifficu

lt

situ

atio

ns,

conflic

ts a

nd d

isag

reem

ents

and

tech

niq

ues

for

reso

lvin

g t

hes

e

1.7

ex

pla

in t

he

ben

efits

of en

coura

gin

g c

reat

ivity

and

innova

tion w

ithin

a t

eam

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

31

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Be

able

to p

rovi

de

lead

ersh

ip in o

wn t

eam

in

logis

tics

oper

atio

ns

2.1

fo

llow

all

org

anis

ational

polic

ies

and p

roce

dure

s,

in r

elat

ion t

o p

rovi

din

g lea

der

ship

in o

wn t

eam

in

logis

tics

oper

ations,

that

rel

ate

to:

–

role

s, r

esponsi

bili

ties

, in

form

atio

n a

nd

man

agem

ent

syst

ems

–

sett

ing o

bje

ctiv

es

–

equal

ity

and d

iver

sity

, an

d incl

usi

on

–

monitoring w

ork

act

ivitie

s

2.2

co

mm

unic

ate

effe

ctiv

ely

2.3

co

mm

unic

ate

the

purp

ose

and o

bje

ctiv

es o

f th

e te

am t

o a

ll m

ember

s

2.4

pla

n t

he

ach

ieve

men

t of th

e obje

ctiv

es w

ith t

eam

m

ember

s

2.5

se

t in

div

idual

work

obje

ctiv

es t

o e

ach

mem

ber

of

the

team

2.6

en

coura

ge

team

mem

ber

s to

ach

ieve

tea

m

obje

ctiv

es

2.7

pro

vide

support

to t

eam

mem

ber

s

2.8

m

otiva

te t

eam

mem

ber

s

2.9

en

coura

ge

crea

tivi

ty a

nd innova

tion t

o a

chie

ve

team

obje

ctiv

es

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

32

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2.1

0

enco

ura

ge

team

mem

ber

s to

tak

e th

e le

ad w

hen

th

ey h

ave

the

know

ledge

and e

xper

tise

to d

o s

o

2.1

1

ensu

re t

hat

any

conflic

t is

dea

lt w

ith p

rom

ptly

2.1

2

monitor

the

activi

ties

and p

rogre

ss o

f th

e te

am

2.1

3

reco

rd w

ork

acc

ord

ing t

o o

rgan

isat

ional

pro

cedure

s

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________


33

Unit 6: Allocate and Check Work in your Team in Logistics Operations

Unit reference number: R/601/7611

QCF level: 3

Credit value: 3


Unit summary

This unit is about allocating and checking work in own team in logistics operations. It deals with planning, confirming work activities, allocating work activities fairly amongst team members, motivating and supporting team members to achieve work activities and monitoring the achievement of work activities.

This unit is relevant for team leaders, supervisors and managers working in logistics operations. Team leaders, supervisors and managers could, for example, be working in warehousing and storage, transport or freight forwarding.



N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

34

Lear

ning

out

com

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Know

how

to a

lloca

te a

nd

chec

k w

ork

in o

wn t

eam

in

logis

tics

oper

atio

ns

1.1

ex

pla

in t

he

rele

vant

org

anis

ational

polic

ies

and

pro

cedure

s, in r

elat

ion t

o a

lloca

ting a

nd c

hec

king

work

in o

wn t

eam

in logis

tics

oper

atio

ns,

that

rel

ate

to:

–

hea

lth,

safe

ty a

nd s

ecurity

–

role

s, r

esponsi

bili

ties

, in

form

atio

n a

nd

man

agem

ent

syst

ems

–

use

of

sust

ainab

le r

esourc

es

–

equal

ity

and d

iver

sity

, an

d incl

usi

on

–

monitoring w

ork

act

ivitie

s

1.2

ex

pla

in t

he

princi

ple

s of ef

fect

ive

com

munic

atio

n

1.3

ex

pla

in m

ethods

for

motiva

ting,

support

ing a

nd

enco

ura

gin

g t

eam

mem

ber

s to

com

ple

te a

lloca

ted

work

1.4

ex

pla

in m

ethods

for

impro

ving t

he

per

form

ance

of

the

team

and r

ecognis

ing a

chie

vem

ent

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

35

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Be

able

to a

lloca

te a

nd

chec

k w

ork

in o

wn t

eam

in

logis

tics

oper

atio

ns

2.1

fo

llow

all

org

anis

ational

polic

ies

and p

roce

dure

s,

in r

elat

ion t

o a

lloca

ting a

nd c

hec

king w

ork

in o

wn

team

in logis

tics

oper

atio

ns,

that

rel

ate

to:

–

hea

lth,

safe

ty a

nd s

ecurity

–

role

s, r

esponsi

bili

ties

, in

form

atio

n a

nd

man

agem

ent

syst

ems

–

use

of

sust

ainab

le r

esourc

es

–

equal

ity

and d

iver

sity

, an

d incl

usi

on

–

monitoring w

ork

act

ivitie

s

2.2

co

nfirm

the

work

req

uired

of th

e te

am

with o

wn

line

man

ager

2.3

pla

n t

he

work

of th

e te

am,

iden

tify

ing p

riorities

and

critic

al act

ivitie

s an

d a

vaila

ble

res

ourc

es

2.4

al

loca

te t

he

work

to

team

mem

ber

s fa

irly

2.5

brief

tea

m m

ember

s on t

he

standar

d o

f w

ork

re

quired

2.6

en

coura

ge

team

mem

ber

s to

mak

e su

gges

tions

and

seek

cla

rifica

tion in r

elat

ion t

o w

ork

allo

cate

d

2.7

m

otiva

te t

eam

mem

ber

s

2.8

ch

eck

the

pro

gre

ss a

nd q

ual

ity

of w

ork

act

ivitie

s

2.9

pro

vide

feed

bac

k to

tea

m m

ember

s on w

ork

per

form

ance

2.1

0

ensu

re t

hat

any

conflic

t is

dea

lt w

ith p

rom

ptly

2.1

1

reco

rd w

ork

acc

ord

ing t

o o

rgan

isat

ional

pro

cedure

s

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

36

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________


37

Unit 7: Maintain the Safety and Security of Hazardous Goods and Materials in Logistics Operations

Unit reference number: J/601/7928

QCF level: 3

Credit value: 6


Unit summary

This unit is about keeping hazardous goods safe and secure by regular monitoring of risks and taking prompt action when required.

This unit is aimed at operatives in logistics operations. Operatives could, for example, be working in warehousing and storage, transport or freight forwarding.



N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

38

Lear

ning

out

com

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Know

how

to m

ain

tain

the

safe

ty a

nd s

ecurity

of

haz

ardous

goods

and

mat

eria

ls in logis

tics

oper

atio

ns

1.1

ex

pla

in t

he

rele

vant

org

anis

ational

polic

ies

and

pro

cedure

s fo

r m

ain

tain

ing t

he

safe

ty a

nd s

ecuri

ty

of haza

rdous

goods

and m

ater

ials

in logis

tics

oper

atio

ns,

that

rel

ate

to:

–

hea

lth,

safe

ty a

nd s

ecurity

–

per

sonal

pro

tect

ive

equip

men

t

–

envi

ronm

enta

l fa

ctors

–

spec

ial re

quirem

ents

–

stora

ge

conditio

ns

–

monitoring s

yste

ms

1.2

ex

pla

in t

he

appro

priate

act

ion t

o t

ake

in a

n

emer

gen

cy

1.3

ex

pla

in t

he

mea

nin

g o

f diffe

rent

haz

ardous

mar

kings

and a

reas

1.4

des

crib

e st

ora

ge

and d

istr

ibution r

equirem

ents

for

the

haz

ard

ous

goods

and m

ater

ials

incl

udin

g a

ny

pre

cautions

that

must

be

take

n

1.5

ex

pla

in t

he

use

of eq

uip

men

t th

at c

an b

e use

d

when

mai

nta

inin

g t

he

safe

ty a

nd s

ecurity

of

haz

ardous

goods

and m

ater

ials

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

39

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1.6

id

entify

pro

ble

ms

that

can o

ccur

when

mai

nta

inin

g

the

safe

ty a

nd s

ecurity

of haza

rdous

goods

and

mat

eria

ls

1.7

ex

pla

in a

ppro

priat

e act

ion w

hen

dea

ling w

ith

iden

tified

pro

ble

ms

2

Be

able

to m

ainta

in t

he

safe

ty a

nd s

ecurity

of

haz

ardous

goods

and

mat

eria

ls in logis

tics

oper

atio

ns

2.1

obta

in a

ll re

leva

nt

info

rmat

ion o

n t

he

haza

rdous

goods

and m

ater

ials

2.2

dem

onst

rate

that

the

corr

ect

pre

cautions

hav

e bee

n u

nder

take

n in a

ccord

ance

with h

ealth a

nd

safe

ty a

nd o

rgan

isat

ional

polic

es a

nd p

roce

dure

s

2.3

m

onitor

the

conditio

n o

f th

e haz

ardous

goods

an

d m

ater

ials

in a

ccord

ance

with m

anufa

cture

rs

inst

ruct

ions

and o

rganis

atio

nal

polic

es a

nd

pro

cedure

s

2.4

m

anoeu

vre

the

haz

ard

ous

goods

and m

ate

rial

s sa

fely

with t

he

appro

priat

e eq

uip

men

t ac

cord

ing

to a

gre

ed p

roce

dure

s

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

40


41

Unit 8: Supervise the Receipt, Storage or Dispatch of Goods


QCF level: 3

Credit value: 6


Unit summary

This unit is about supervising the areas and processes for receipt, storage and dispatch of goods. It deals with ensuring the correct equipment is used, that areas are safe and appropriate for the receipt of goods, and that information in relation to monitoring the receipt, storage or dispatch of goods is communicated.

This unit is aimed at operatives in logistics operations. Operatives could, for example, be working in warehousing and storage, transport or freight forwarding.



N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

42

Lear

ning

out

com

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Know

how

to s

uper

vise

th

e re

ceip

t, s

tora

ge

or

dis

patc

h o

f goods

in

logis

tics

oper

atio

ns

1.1

ex

pla

in t

he

rele

vant

org

anis

ational

polic

ies

and

pro

cedure

s fo

r su

per

visi

ng t

he

rece

ipt,

sto

rage

or

dis

patc

h o

f goods

in logis

tics

oper

atio

ns,

that

rel

ate

to:

–

hea

lth,

safe

ty a

nd s

ecurity

–

envi

ronm

enta

l fa

ctors

–

spec

ial re

quirem

ents

–

stock

rota

tion

–

monitoring a

nd t

esting

1.2

ex

pla

in s

ourc

es o

f in

form

ation r

equired

to

det

erm

ine

the

capac

ity

and lim

itat

ions

of th

e st

ora

ge

faci

lity

1.3

des

crib

e th

e eq

uip

men

t th

at c

an b

e use

d for

the

rece

ipt,

sto

rage

or

dis

pat

ch o

f th

e goods

1.4

id

entify

pro

ble

ms

that

can o

ccur

when

monitoring

the

rece

ipt,

sto

rage

or

dis

pat

ch o

f goods

1.5

ex

pla

in a

ppro

priat

e act

ion w

hen

dea

ling w

ith

iden

tified

pro

ble

ms

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

43

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Be

able

to s

uper

vise

the

rece

ipt,

sto

rage

or

dis

patc

h o

f goods

in

logis

tics

oper

atio

ns

2.1

in

spec

t th

e ty

pe,

conditio

n,

quantity

of th

e goods

bei

ng r

ecei

ved,

store

d o

r dis

pat

ched

2.2

ch

eck

the

stora

ge

conditio

ns

and e

quip

men

t re

quired

to r

ecei

ve,

store

or

dis

pat

ch t

he

goods

2.3

org

anis

e th

e m

ove

men

t or

rota

tion o

f goods

to

assi

st r

ecei

ving,

stori

ng o

r dis

pat

chin

g g

oods

2.4

dem

onst

rate

how

to u

se t

he

org

anis

atio

ns

reso

urc

es e

ffec

tive

ly

2.5

co

mm

unic

ate

effe

ctiv

ely

with o

ther

s

2.6

co

mple

te r

ecord

s fo

r su

per

visi

ng t

he

rece

ipt,

st

ora

ge

or

dis

patc

h o

f goods

acc

ura

tely

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

44


45

Unit 9: Minimise the Environmental Impact of Logistics Operations


QCF level: 3

Credit value: 3


Unit summary

This unit is about monitoring the environmental impact of the operation and identifying ways of reducing that impact. It deals with how energy and materials are used and identifying ways of using them more effectively.




N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

46

Lear

ning

out

com

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Know

how

to m

inim

ise

the

envi

ronm

enta

l im

pact

of

logis

tics

oper

atio

ns

1.1

ex

pla

in t

he

rele

vant

org

anis

ational

polic

ies

an

d p

roce

dure

s, in r

elat

ion t

o m

inim

isin

g t

he

envi

ronm

enta

l im

pact

of lo

gis

tics

oper

atio

ns,

th

at r

elat

e to

:

–

hea

lth,

safe

ty a

nd s

ecurity

–

com

plia

nce

–

role

s, r

esponsi

bili

ties

, in

form

atio

n a

nd

man

agem

ent

syst

ems

–

envi

ronm

enta

l pro

tect

ion

–

syst

ems

to a

sses

s en

viro

nm

enta

l im

pac

t

–

recy

clin

g a

nd d

isposa

l of

mate

rial

s

1.2

des

crib

e th

e diffe

rent

sourc

es a

nd t

ypes

of

info

rmat

ion r

equired

for

impro

ving p

erfo

rman

ce in

logis

tics

oper

atio

ns

1.3

ex

pla

in e

nvi

ronm

enta

l is

sues

affec

ting t

he

logis

tics

se

ctor

1.4

id

entify

ways

to r

educe

the

effe

cts

on t

he

envi

ronm

ent

1.5

id

entify

ways

to u

se e

ner

gy

and m

ater

ials

more

ef

fect

ivel

y an

d e

ffic

iently

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

47

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Be

able

to m

inim

ise

the

envi

ronm

enta

l im

pact

of

logis

tics

oper

atio

ns

2.1

fo

llow

all

org

anis

ational

polic

ies

and p

roce

dure

s,

in r

elat

ion t

o m

inim

isin

g t

he

envi

ronm

enta

l im

pact

of lo

gis

tics

oper

ations,

that

rel

ate

to:

–

hea

lth,

safe

ty a

nd s

ecurity

–

com

plia

nce

–

role

s, r

esponsi

bili

ties

, in

form

atio

n a

nd

man

agem

ent

syst

ems

–

envi

ronm

enta

l pro

tect

ion

–

syst

ems

to a

sses

s en

viro

nm

enta

l im

pac

t

–

recy

clin

g a

nd d

isposa

l of

mate

rial

s

2.2

im

ple

men

t th

e org

anis

atio

n’s

envi

ronm

enta

l polic

y

2.3

m

onitor

the

use

of en

ergy

and m

ater

ials

to d

eliv

er

logis

tics

oper

atio

ns

2.4

as

sess

the

envi

ronm

enta

l risk

s of

spec

ific

logis

tics

oper

atio

ns

bef

ore

im

ple

men

tation

2.5

re

port

on t

he

effe

cts

of lo

gis

tics

oper

ations

on t

he

envi

ronm

ent

2.6

en

sure

that

surp

lus

mat

eria

ls a

re d

ispose

d o

f or

recy

cled

corr

ectly

2.7

brief

vis

itors

and s

ub-c

ontr

acto

rs o

f en

viro

nm

enta

l re

sponsi

bili

ties

acc

ord

ing t

o o

rgan

isat

ional

polic

es

2.8

re

com

men

d w

ays

to m

inim

ise

the

envi

ronm

enta

l im

pac

t of

logis

tics

oper

atio

ns

2.9

re

cord

work

acc

ord

ing t

o o

rgan

isat

ional

pro

cedure

s

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

48

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________


49

Unit 10: Arrange the Transportation of Goods Using Multiple Transport Modes


QCF level: 3

Credit value: 3


Unit summary

This unit is aimed at people working with the administration of International Trade and Logistics Operations. It covers:

• Arranging transportation of goods using multiple modes of transport.



N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

50

Lear

ning

out

com

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Be

able

to iden

tify

the

criter

ia for

arra

ngin

g

tran

sport

ation o

f goods

usi

ng m

ultip

le m

odes

of

tran

sport

1.1

id

entify

all

rele

vant

det

ails

on t

he

goods

to b

e tr

ansp

ort

ed t

o incl

ude:

–

hea

lth,

safe

ty a

nd s

ecurity

–

envi

ronm

enta

l fa

ctors

–

spec

ial re

quirem

ents

1.2

id

entify

cri

teria for

sele

ctin

g s

ervi

ce p

rovi

der

s to

in

clude:

–

syst

ems

for

sele

ctin

g s

ervi

ce p

rovi

der

s

–

syst

ems

for

pla

cing o

rder

s

–

adva

nta

ges

and d

isadva

nta

ges

of diffe

rent

modes

of tr

ansp

ort

–

maj

or

route

s, h

ubs

and d

estinat

ions

–

rate

s an

d t

erm

s of

conditio

ns

–

legis

lation a

nd r

egula

tions

in r

elat

ion t

o t

he

goods

1.3

id

entify

org

anis

atio

nal

pro

cedure

s to

com

ple

te

required

sel

ection

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

51

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Be

able

to a

rran

ge

the

tran

sport

ing o

f goods

usi

ng m

ultip

le m

odes

of

tran

sport

2.1

co

nfirm

with a

ppro

priat

e peo

ple

the

criter

ia

required

2.2

co

nfirm

with a

ppro

priat

e peo

ple

rel

evan

t det

ails

of

the

goods

2.3

ex

pla

in t

he

adva

nta

ges

and d

isad

vanta

ges

of ea

ch

mode

of tr

ansp

ort

2.4

as

sess

each

mode

of

tran

sport

for

the

goods

2.5

det

erm

ine

the

most

appro

priat

e co

mbin

atio

n o

f m

odes

of tr

ansp

ort

2.6

pla

ce a

nd c

onfirm

the

ord

er a

ccord

ing t

o

org

anis

atio

nal

pro

cedure

s

2.7

co

mple

te a

ll docu

men

tation a

ccura

tely

in

acco

rdan

ce w

ith o

rgan

isat

ional

pro

cedure

s an

d

legis

lation

2.8

en

sure

that

all docu

men

tation is

file

d a

nd s

tore

d

acco

rdin

g t

o o

rgan

isational

pro

cedure

s an

d

legis

lation

2.9

pas

s on d

ocu

men

tation t

o a

ppro

priat

e peo

ple

at

the

right

tim

e ac

cord

ing t

o o

rgan

isational

pro

cedure

s an

d leg

isla

tion

3

Iden

tify

any

pro

ble

ms

that

can o

ccur

when

arr

angin

g

the

tran

sport

atio

n o

f goods

usi

ng m

ultip

le

modes

of tr

ansp

ort

3.1

id

entify

pro

ble

ms

that

can o

ccur

arra

ngin

g t

he

tran

sport

ation o

f goods

usi

ng m

ultip

le m

odes

of

tran

sport

3.2

sh

ow

how

to t

ake

appro

priat

e act

ion t

o d

eal w

ith

the

pro

ble

ms

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

52

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________


53

Unit 11: Schedule Logistics Operations to Meet Customers’ Requirements


QCF level: 3

Credit value: 4


Unit summary

This unit is about identifying the type of operation required and producing schedules to meet the customer’s needs. It covers the requirements for good planning, scheduling methods and with dealing with problems with the schedule.

This unit is relevant to all operatives at every level in logistics operations. Operatives could, for example, be working in warehousing and storage, transport or freight forwarding.



N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

54

Lear

ning

out

com

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Know

how

to s

ched

ule

lo

gis

tics

oper

atio

ns

to

mee

t cu

stom

er

requirem

ents

1.1

ex

pla

in t

he

rele

vant

org

anis

ational

polic

ies

and

pro

cedure

s, in r

elat

ion t

o s

ched

ulin

g logis

tics

oper

atio

ns

to m

eet

cust

om

er r

equirem

ents

, th

at

rela

te t

o:

–

hea

lth,

safe

ty a

nd s

ecurity

–

com

plia

nce

–

role

s, r

esponsi

bili

ties

, in

form

atio

n a

nd

man

agem

ent

syst

ems

1.2

des

crib

e th

e diffe

rent

sourc

es a

nd t

ypes

of

info

rmat

ion r

equired

for

sched

ulin

g logis

tics

oper

atio

ns

to m

eet

cust

om

er r

equirem

ents

1.3

ex

pla

in t

he

import

ance

of good c

om

munic

atio

n

met

hods

1.4

ex

pla

in t

he

met

hods

and t

ools

use

d f

or

sched

ulin

g

logis

tics

oper

atio

ns

to m

eet

cust

om

er r

equirem

ents

1.5

ex

pla

in t

he

fact

ors

that

nee

d t

o b

e ta

ken into

ac

count

when

sch

edulin

g logis

tics

oper

atio

ns

to

mee

t cu

stom

er r

equirem

ents

1.6

des

crib

e th

e ac

tivi

ties

that

nee

d t

o b

e ta

ken into

ac

count

when

sch

edulin

g logis

tics

oper

atio

ns

to

mee

t cu

stom

er r

equirem

ents

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

55

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1.7

id

entify

pro

ble

ms

that

can o

ccur

when

sch

edulin

g

logis

tics

oper

atio

ns

to m

eet

cust

om

er r

equirem

ents

1.8

ex

pla

in a

ppro

priat

e act

ion w

hen

dea

ling w

ith

iden

tified

pro

ble

ms

2

Be

able

to s

ched

ule

lo

gis

tics

oper

atio

ns

to

mee

t cu

stom

er

requirem

ents

2.1

fo

llow

all

org

anis

ational

polic

ies

and p

roce

dure

s,

in r

elat

ion t

o s

ched

ulin

g logis

tics

oper

atio

ns

to

mee

t cu

stom

er r

equirem

ents

, th

at r

elat

e to

:

–

hea

lth,

safe

ty a

nd s

ecurity

–

com

plia

nce

–

role

s, r

esponsi

bili

ties

, in

form

atio

n a

nd

man

agem

ent

syst

ems

2.2

co

mply

with logis

tics

oper

atio

ns

that

are

req

uired

to

mee

t cu

stom

ers

requirem

ents

2.3

ag

ree

with c

ust

om

ers

the

tim

ings

and d

eadlin

es for

the

pro

visi

on for

the

logis

tics

oper

atio

ns

2.4

ap

ply

sch

edulin

g m

ethods

and t

ools

acc

ord

ing t

o

org

anis

atio

nal

pro

cedure

s

2.5

ap

ply

logis

tics

res

ourc

es a

nd s

equen

ce o

f ta

sks

required

to p

rovi

de

the

logis

tics

oper

atio

ns

2.6

re

view

all

rele

vant

fact

ors

and r

isks

that

could

af

fect

the

sched

ule

2.7

pla

n t

he

logis

tics

oper

atio

ns

to e

nsu

re t

hat

the

supply

chain

continues

to funct

ion e

ffec

tive

ly

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

56

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2.8

m

onitor

the

pro

visi

on o

f lo

gis

tics

oper

atio

ns

again

st

the

sched

ule

2.9

re

cord

work

acc

ord

ing t

o o

per

atio

nal

pro

cedure

s

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________


57

Unit 12: International Road Transport Operations


QCF level: 4

Credit value: 5


Unit summary

This unit is about international road transport operations. It deals with obtaining information in regard to vehicle, load, and driver requirements in order to produce documentation for the movement of loads outside of the United Kingdom.

This unit is relevant to all operatives at every level in logistics operations. Operatives could, for example, be working in warehousing and storage, transport or freight forwarding.



N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

58

Lear

ning

out

com

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Know

how

to u

nder

take

in

tern

atio

nal

road

tran

sport

oper

atio

ns

1.1

ex

pla

in t

he

rele

vant

org

anis

ational

polic

ies

and

pro

cedure

s, in r

elat

ion t

o inte

rnat

ional

road

tran

sport

oper

atio

ns,

that

rel

ate

to:

–

hea

lth,

safe

ty a

nd s

ecurity

–

legal

req

uirem

ents

–

oper

atin

g r

equirem

ents

–

envi

ronm

enta

l fa

ctors

–

inte

rnat

ional

move

men

ts

–

docu

men

tation s

yste

ms

–

drive

r hours

and lic

ensi

ng r

equirem

ents

–

vehic

le o

per

ators

’ lic

ensi

ng r

equirem

ents

1.2

ex

pla

in d

iffe

rent

modes

of

tran

sport

that

can

be

use

d

1.3

ex

pla

in t

he

types

of lo

ad a

nd c

har

acte

rist

ics

of th

e co

nsi

gnm

ent

to b

e m

ove

d

1.4

ex

pla

in t

he

types

of ve

hic

les

and s

pec

ialis

t eq

uip

men

t th

at

can b

e use

d t

o m

ove

the

loads

1.5

ex

pla

in t

he

skill

s an

d q

ual

ific

ations

required

of

drive

r per

sonnel

1.6

ex

pla

in h

ow

drive

rs,

vehic

les,

equip

men

t an

d o

ther

re

sourc

es a

re a

lloca

ted

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

59

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1.7

ex

pla

in r

equired

docu

men

tation for

the

inte

rnat

ional

move

men

t of goods

1.8

id

entify

pro

ble

ms

that

can o

ccur

when

under

taki

ng

inte

rnat

ional

road t

ransp

ort

atio

n o

per

ations

1.9

ex

pla

in t

he

appro

priate

act

ion t

o t

ake,

in o

rder

to

dea

l w

ith iden

tified

pro

ble

ms

2

Be

able

to u

nder

take

in

tern

atio

nal

road

tran

sport

oper

atio

ns

2.1

fo

llow

org

anis

atio

nal

polic

ies

and p

roce

dure

s, in

rela

tion t

o p

rote

ctin

g t

he

vehic

le a

nd load

, th

at

rela

te t

o:

–

hea

lth,

safe

ty a

nd s

ecurity

–

legal

req

uirem

ents

–

oper

atin

g r

equirem

ents

–

envi

ronm

enta

l fa

ctors

–

inte

rnat

ional

move

men

ts

–

docu

men

tation s

yste

ms

–

drive

r hours

and lic

ensi

ng r

equirem

ents

–

vehic

le o

per

ator

licen

sing r

equirem

ents

2.2

as

sess

whic

h info

rmation is

required

for:

–

load

s to

be

tran

sport

ed into

and o

ut

of th

e U

nited

Kin

gdom

–

the

dri

ver,

veh

icle

in r

elat

ion t

o inte

rnat

ional

m

ove

men

t of goods

`

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

60

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2.3

obta

in t

he

required

docu

men

tation for

inte

rnat

ional

move

men

ts

2.4

re

cord

the

required

info

rmation o

n t

he

inte

rnat

ional

move

men

ts o

f goods

2.5

co

nfirm

the

allo

cation o

f re

sourc

es

2.6

is

sue

inst

ruct

ions

and r

elev

ant

docu

men

tation t

o

the

appro

priat

e per

sonnel

2.7

ad

vise

appro

priate

per

sonnel

of

the

move

men

t of

the

load

2.8

co

mm

unic

ate

effe

ctiv

ely

2.9

en

sure

the

move

men

t of

the

loads

com

plie

s w

ith

rele

vant

legis

lation,

regula

tion a

nd c

odes

of

pra

ctic

e

2.1

0

monitor

the

move

men

ts o

f th

e lo

ads

2.1

1

mai

nta

in r

ecord

s in

acc

ord

ance

with o

per

ational

pro

cedure

s

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________


61

Unit 13: Contribute to the Provision Of Customer Service in Logistics Operations


QCF level: 2

Credit value: 3


Unit summary

This unit is about creating and maintaining customer satisfaction and developing relationships through effective communication. It includes understanding business and customer confidentiality, the organisation’s image and the limits of own authority when dealing with customers.

This unit is relevant to those who work in the logistics sector who work both individually and as part of a team.



N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

62

Lear

ning

out

com

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Know

how

to c

ontr

ibute

to

the

pro

visi

on o

f cu

stom

er

serv

ices

in logis

tics

oper

atio

ns

1.1

ex

pla

in t

he

rele

vant

org

anis

ational

polic

ies

and

pro

cedure

s, in r

elat

ion t

o t

he

pro

visi

on o

f cu

stom

er

serv

ices

in logis

tics

oper

atio

ns,

that

rel

ate

to:

–

hea

lth,

safe

ty a

nd s

ecurity

–

per

sonal

pro

tect

ive

equip

men

t

–

mai

nta

inin

g e

ffec

tive

cust

om

er r

elat

ions

–

per

sonal

appea

rance

and h

ygie

ne

–

report

ing p

roce

dure

s an

d s

yste

ms

–

reco

rdin

g info

rmation

–

confiden

tialit

y

–

com

pla

ints

1.2

des

crib

e diffe

rent

types

of cu

stom

ers

in r

elat

ion t

o

ow

n o

rgan

isat

ion

1.3

des

crib

e th

e im

port

ance

of

–

pro

moting t

he

org

anis

atio

n’s

im

age

posi

tive

ly

–

effe

ctiv

e co

mm

unic

ation

–

good c

ust

om

er s

ervi

ce

1.4

id

entify

the

serv

ices

ava

ilable

to c

ust

om

ers

in o

wn

org

anis

atio

n

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

63

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1.5

des

crib

e th

e im

plic

atio

ns

of:

–

a neg

ativ

e im

age

on y

our

org

anis

atio

n

–

poor

com

munic

atio

n

–

poor

cust

om

er s

ervi

ce

1.6

des

crib

e:

–

ow

n r

ole

in d

ealin

g w

ith c

ust

om

er c

om

pla

ints

an

d

–

the

limits

of

your

resp

onsi

bili

ty

1.7

id

entify

who t

o r

eport

to w

hen

you a

re u

nable

to

dea

l w

ith a

cust

om

er e

nquiry

or

reques

t

2

Be

able

to c

ontr

ibute

to

the

pro

visi

on o

f cu

stom

er

serv

ices

in logis

tics

oper

atio

ns

2.1

fo

llow

all

org

anis

ational

polic

ies

and p

roce

dure

s,

in r

elat

ion t

o c

ontr

ibuting t

o c

ust

om

er s

ervi

ces

in

logis

tics

oper

ations,

that

rel

ate

to:

–

hea

lth,

safe

ty a

nd s

ecurity

–

per

sonal

pro

tect

ive

equip

men

t

–

mai

nta

inin

g e

ffec

tive

cust

om

er r

elat

ions

–

per

sonal

appea

rance

and h

ygie

ne

–

report

ing p

roce

dure

s an

d s

yste

ms

–

reco

rdin

g info

rmation

–

confiden

tialit

y

–

com

pla

ints

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

64

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2.2

dev

elop p

osi

tive

rel

ationsh

ips

with c

ust

om

ers

2.3

en

sure

that

ow

n p

erso

nal

appea

rance

and h

ygie

ne

mee

t org

anis

atio

nal

polic

ies

and s

tandar

ds

2.4

co

mm

unic

ate

effe

ctiv

ely

with c

ust

om

ers

2.5

en

sure

that

all in

form

atio

n a

vaila

ble

is

up-t

o-d

ate

and a

ccura

te

2.6

id

entify

cust

om

er n

eeds

2.7

dea

l ef

fect

ivel

y w

ith c

ust

om

er e

nquirie

s

2.8

en

sure

the

cust

om

er is

pro

mptly

info

rmed

of an

y ac

tion t

hat

is

take

n

2.9

m

ainta

in c

ust

om

er c

onfiden

tial

ity

2.1

0

updat

e cu

stom

er r

ecord

s ac

cura

tely

2.1

1

reco

rd c

ust

om

er e

nquirie

s an

d o

utc

om

es a

ccura

tely

usi

ng t

he

org

anis

atio

n’s

pro

cedure

s an

d s

yste

ms

2.1

2

dea

l w

ith c

ust

om

er c

om

pla

ints

effec

tive

ly

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________


65

Unit 14: Ensure Compliance with Legal, Regulatory, Ethical and Social Requirements in Logistics Operations

Unit reference number: M/601/7602

QCF level: 3

Credit value: 3


Unit summary

This unit is about ensuring compliance with organisations policies and procedures in order to meet legislative, regulatory, ethical and social requirements.




N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

66

Lear

ning

out

com

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Know

how

to e

nsu

re

com

plia

nce

with leg

al,

regula

tory

, et

hic

al a

nd

soci

al r

equirem

ents

in

logis

tics

oper

atio

ns

1.1

ex

pla

in t

he

rele

vant

org

anis

ational

polic

ies

and

pro

cedure

s, in r

elat

ion c

om

plia

nce

with leg

al,

regula

tory

, et

hic

al a

nd s

oci

al re

quirem

ents

in

logis

tics

oper

atio

n t

hat

rel

ate

to:

–

monitoring d

evel

opm

ents

in leg

isla

tion a

nd

regula

tion

–

gove

rnan

ce

–

non-c

om

plia

nce

–

mai

nta

inin

g p

olic

es a

nd p

roce

dure

s

–

risk

man

agem

ent

–

ethic

s an

d v

alues

–

confiden

tially

1.2

des

crib

e th

e diffe

rent

sourc

es a

nd t

ypes

of

info

rmat

ion t

hat

are

use

d f

or c

urr

ent

org

anis

atio

nal

an

d o

per

atio

nal

pro

cedure

s

1.3

des

crib

e th

e org

anis

ation’s

appro

ach t

o c

urr

ent

an

d e

mer

gin

g s

oci

al a

ttitudes

to m

anag

emen

t

and lea

der

ship

pra

ctic

e

1.4

des

crib

e re

gula

tory

, et

hic

al a

nd o

per

atio

nal

requirem

ents

, both

nat

ional

and inte

rnat

ional

th

at a

ffec

t ow

n logis

tics

oper

atio

n

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

67

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1.5

des

crib

e w

ays

in w

hic

h o

ther

org

anis

atio

ns

in t

he

logis

tics

sec

tor

dea

l w

ith c

urr

ent

and e

mer

gin

g

soci

al c

once

rns

and e

xpec

tations

1.6

ex

pla

in t

he

import

ance

of im

ple

men

ting t

he

polic

es

and p

roce

dure

s

2

Be

able

to e

nsu

re

com

plia

nce

with leg

al,

regula

tory

, et

hic

al a

nd

soci

al r

equirem

ents

2.1

fo

llow

all

org

anis

ational

polic

ies

and p

roce

dure

s, in

rela

tion t

o c

om

plia

nce

with leg

al, r

egula

tory

, et

hic

al

and s

oci

al re

quirem

ents

in logis

tics

oper

atio

ns,

that

re

late

to:

–

monitoring d

evel

opm

ents

in leg

isla

tion a

nd

regula

tion

–

gove

rnan

ce

–

non-c

om

plia

nce

–

mai

nta

inin

g p

olic

es a

nd p

roce

dure

s

–

risk

man

agem

ent

–

ethic

s an

d v

alues

–

confiden

tialit

y

2.2

obta

in info

rmat

ion f

rom

suitab

le s

ourc

es o

n t

he

curr

ent

org

anis

atio

nal

and o

per

atio

nal polic

ies

and

pro

cedure

s

2.3

co

mm

unic

ate

effe

ctiv

ely

2.4

en

sure

the

org

anis

atio

n’s

polic

es a

nd p

roce

dure

s ar

e im

ple

men

ted

2.5

m

onitor

the

org

anis

ation’s

polic

ies

and p

roce

dure

s

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

68

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2.6

as

sess

the

org

anis

atio

n’s

polic

ies

and p

roce

dure

s

2.7

re

view

the

org

anis

atio

n’s

polic

ies

and p

roce

dure

s

2.8

as

sess

the

impact

of

failu

re t

o c

om

ply

with t

he

org

anis

atio

n’s

polic

ies

and p

roce

dure

s

2.9

re

com

men

d c

han

ges

to o

rgan

isat

ion’s

polic

ies

and

pro

cedure

s

2.1

0

report

on t

he

org

anis

atio

n’s

polic

ies

and p

roce

dure

s

2.1

1

pro

vide

feed

bac

k on t

he

imple

men

tation o

f th

e org

anis

atio

n’s

polic

ies

and p

roce

dure

s

2.1

2

pro

vide

info

rmat

ion t

o t

hose

that

req

uire

it

pro

mptly

2.1

3

enco

ura

ge

the

shar

ing o

f in

form

atio

n w

ithin

the

const

rain

ts o

f co

nfiden

tial

ity

2.1

4

reco

rd w

ork

acc

ord

ing t

o o

rgan

isat

ional

pro

cedure

s

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________


69

Unit 15: Respond to Problems in Logistics Operations

Unit reference number: T/601/7598

QCF level: 3

Credit value: 3


Unit summary

This unit is about using previous experience to deal with problems, identifying the most appropriate response and monitoring its effectiveness.




N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

70

Lear

ning

out

com

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Know

how

to r

espond t

o

pro

ble

ms

in logis

tics

oper

atio

ns

1.1

ex

pla

in t

he

rele

vant

org

anis

ational

polic

ies

and

pro

cedure

s, in r

elat

ion t

o r

espondin

g t

o p

roble

ms

in

logis

tics

oper

ations,

that

rel

ate

to:

–

hea

lth,

safe

ty a

nd s

ecurity

–

com

plia

nce

–

role

s, r

esponsi

bili

ties

, in

form

atio

n a

nd

man

agem

ent

syst

ems

1.2

ex

pla

in t

he

import

ance

of good c

om

munic

atio

n

met

hods

1.3

des

crib

e th

e diffe

rent

types

of

info

rmation r

equired

fo

r re

spondin

g t

o p

roble

ms

in logis

tics

oper

atio

ns

1.4

ex

pla

in f

acto

rs t

hat

cou

ld lea

d t

o p

roble

ms

in

logis

tics

oper

atio

ns

1.5

ex

pla

in c

ontingen

cy p

lannin

g m

ethods

1.6

ex

pla

in r

isk

ass

essm

ent

met

hods

use

d

2

Be

able

res

pond t

o

pro

ble

ms

in logis

tics

oper

atio

ns

2.1

fo

llow

all

org

anis

ational

polic

ies

and p

roce

dure

s,

in r

elat

ion t

o r

espondin

g t

o p

roble

ms

in logis

tics

oper

atio

ns

that

rel

ate

to:

–

hea

lth,

safe

ty a

nd s

ecurity

–

com

plia

nce

–

role

s, r

esponsi

bili

ties

, in

form

atio

n a

nd

man

agem

ent

syst

ems

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

71

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2.2

dev

elop p

roce

dure

s fo

r id

entify

ing p

roble

ms

2.3

re

spond t

o p

roble

ms

within

logis

tics

oper

ations

2.4

re

view

pro

ble

ms

that

hav

e occ

urr

ed p

revi

ousl

y an

d

the

fact

ors

that

led

to t

hem

2.5

as

sess

the

impact

of

pre

vious

pro

ble

ms

on t

he

logis

tics

oper

atio

n

2.5

pla

n t

he

act

ivitie

s an

d r

esourc

es t

hat

are

req

uired

to

res

pond t

o a

part

icula

r pro

ble

m

2.6

im

ple

men

t th

e pla

n in r

esponse

to a

part

icula

r pro

ble

m

2.7

obta

in fee

dbac

k on t

he

pla

n

2.8

dev

elop c

ontingen

cy p

lans

2.9

im

ple

men

t co

ntingen

cy p

lans

2.1

0

obta

in fee

dbac

k fr

om

oth

ers

on t

he

use

of

contingen

cy p

lans

2.1

1

revi

ew t

he

effe

ctiv

enes

s of th

e pla

ns

2.1

2

reco

rd w

ork

acc

ord

ing t

o o

rgan

isat

ional

pro

cedure

s

N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

72

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________


73

Unit 16: Apply Technology in Logistics Operations

Unit reference number: A/601/7599

QCF level: 3

Credit value: 4


Unit summary

This unit is about using technology that is effective and efficient. Checking that colleagues know how to use technology and identifying possible improvements.




N027021 –

Spec

ific

ation –

Edex

cel Le

vel 3 C

ertifica

te in L

ogis

tics

Oper

ations

(QC

F) –

Is

sue

2 –

June

2011

© E

dex

cel Li

mited

2011

74

Lear

ning

out

com

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Know

how

to a

pply

te

chnolo

gy

in logis

tics

oper

atio

ns

1.1

ex

pla

in t

he

rele

vant

org

anis

ational

polic

ies

and

pro

cedure

s, in r

elat

ion t

o a

pply

ing t

echnolo

gy

in

logis

tics

oper

atio

ns,

that

rel

ate

to

–

hea

lth,

safe

ty a

nd s

ecurity

–

com

plia

nce

–

role

s, r

esponsi

bili

ties

, in

form

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syst

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import

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des

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2011

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Learn

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in r

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in logis

tics

oper

atio

ns,

that

rel

ate

to:

–

hea

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safe

ty a

nd s

ecurity

–

com

plia

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–

role

s, r

esponsi

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, in

form

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nd

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2011

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Lear

ner

nam

e:__________________________________________

D

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___________________________

Lear

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sig

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Inte

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Further information

Our customer service numbers are:

BTEC and NVQ 0844 576 0026

GCSE 0844 576 0027

GCE 0844 576 0025

The Diploma 0844 576 0028

DiDA and other qualifications 0844 576 0031

Calls may be recorded for training purposes.

Useful publications

Related information and publications include:

• Centre Handbook for Edexcel QCF NVQs and Competence-based Qualifications published annually

• functional skills publications – specifications, tutor support materials and question papers

• Regulatory Arrangements for the Qualification and Credit Framework (published by Ofqual, August 2008)

• the current Edexcel publications catalogue and update catalogue.

Edexcel publications concerning the Quality Assurance System and the internal and standards verification of vocationally related programmes can be found on the Edexcel website.

NB: Some of our publications are priced. There is also a charge for postage and packing. Please check the cost when you order.

How to obtain National Occupational Standards

Skills for Logistics 12 Warren Yard Wolverton Mill Milton Keynes MK12 5NW

Telephone: 01908 313 360 Email: skillsforlogistics.org Website: www.skillsforlogistics.org

http://www.skillsforlogistics.org/


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Professional development and training

Edexcel supports UK and international customers with training related to NVQ and BTEC qualifications. This support is available through a choice of training options offered in our published training directory or through customised training at your centre.

The support we offer focuses on a range of issues including:

• planning for the delivery of a new programme

• planning for assessment and grading

• developing effective assignments

• building your team and teamwork skills

• developing student-centred learning and teaching approaches

• building functional skills into your programme

• building effective and efficient quality assurance systems.

The national programme of training we offer can be viewed on our website (www.edexcel.com/training). You can request customised training through the website or by contacting one of our advisers in the Training from Edexcel team via Customer Services to discuss your training needs.

The training we provide:

• is active

• is designed to be supportive and thought provoking

• builds on best practice

• may be suitable for those seeking evidence for their continuing professional development.

N027021 –

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Ann

exe

A:

Prog

ress

ion

path

way

s

The

Edex

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Annexe B: Quality assurance

Key principles of quality assurance

• A centre delivering Edexcel qualifications must be an Edexcel recognised centre and must have approval for qualifications that it is offering.

• The centre agrees as part of gaining recognition to abide by specific terms and conditions around the effective delivery and quality assurance of assessment; the centre must abide by these conditions throughout the period of delivery.

• Edexcel makes available to approved centres a range of materials and opportunities to exemplify the processes required for effective assessment and provide examples of effective standards. Approved centres must use the guidance on assessment to ensure that staff who are delivering Edexcel qualifications are applying consistent standards.

• An approved centre must follow agreed protocols for: standardisation of assessors; planning, monitoring and recording of assessment processes; internal verification and recording of internal verification processes; and for dealing with special circumstances, appeals and malpractice.

Quality assurance processes

The approach to quality assured assessment is made through a partnership between a recognised centre and Edexcel. Edexcel is committed to ensuring that it follows best practice and employs appropriate technology to support quality assurance process where practicable. Therefore, the specific arrangements for working with centres will vary. Edexcel seeks to ensure that the quality assurance processes that it uses do not place undue bureaucratic processes on centres and works to support centres in providing robust quality assurance processes.

The learning outcomes and assessment criteria in each unit within this specification set out the standard to be achieved by each learner in order to gain each qualification. Edexcel operates a quality assurance process, which is designed to ensure that these standards are maintained by all assessors and verifiers.

For the purposes of quality assurance all individual qualifications and units are considered as a whole. Centres offering these qualifications must be committed to ensuring the quality of the units and qualifications they offer, through effective standardisation of assessors and internal verification of assessor decisions. Centre quality assurance and assessment processes are monitored by Edexcel.


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The Edexcel quality assurance processes will involve:

• gaining centre recognition and qualification approval if a centre is not currently approved to offer Edexcel qualifications

• annual visits to centres by Edexcel for quality review and development of overarching processes and quality standards. Quality review and development visits will be conducted by an Edexcel quality development reviewer

• annual visits by occupationally competent and qualified Edexcel Standards Verifiers for sampling of internal verification and assessor decisions for the occupational sector

• the provision of support, advice and guidance towards the achievement of National Occupational Standards.

Centres are required to declare their commitment to ensuring quality and appropriate opportunities for learners that lead to valid and accurate assessment outcomes. In addition, centres will commit to undertaking defined training and online standardisation activities.


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Annexe C: Centre certification and registration

Edexcel Standards Verifiers will provide support, advice and guidance to centres to achieve Direct Claims Status (DCS). Edexcel will maintain the integrity of Edexcel QCF NVQs through ensuring that the awarding of these qualifications is secure. Where there are quality issues identified in the delivery of programmes, Edexcel will exercise the right to:

• direct centres to take actions

• limit or suspend certification

• suspend registration.

The approach of Edexcel in such circumstances is to work with the centre to overcome the problems identified. If additional training is required, Edexcel will aim to secure the appropriate expertise to provide this.

What are the access arrangements and special considerations for the qualifications in this specification?

Centres are required to recruit learners to Edexcel qualifications with integrity.

Appropriate steps should be taken to assess each applicant’s potential and a professional judgement made about their ability to successfully complete the programme of study and achieve the qualification. This assessment will need to take account of the support available to the learner within the centre during their programme of study and any specific support that might be necessary to allow the learner to access the assessment for the qualification. Centres should consult Edexcel’s policy on learners with particular requirements.

Edexcel’s policy on access arrangements and special considerations for Edexcel qualifications aims to enhance access to the qualifications for learners with disabilities and other difficulties (as defined by the 1995 Disability Discrimination Act and the amendments to the Act) without compromising the assessment of skills, knowledge, understanding or competence. Please refer to Access Arrangements and Special Considerations for BTEC and Edexcel NVQ Qualifications for further details. www.edexcel.com.


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85

Annexe D: Skills for Logistics assessment guidance for qualifications in the QCF

Skills for Logistics

Assessment Guidance for the Qualifications and Credit Framework

March 2011


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Assessment Guidance for the Qualifications and Credit Framework

1. Introduction

This document is for those Awarding Organisations that intend to offer QCF qualifications based on Skills for Logistics National Occupational Standards. It is a tool that can be used in conjunction with any unit whose purpose is to confirm occupational competence. Such units are designed and informed by the views of logistics employers to meet the needs of the UK economy. They are designed to prepare candidates for further learning or training, or update their existing knowledge and skills, or their continuing professional development. Skills for Logistics aim to develop and implement combined units of assessment, based on relevant National Occupational Standards (NOS), which are fit for purpose and maintain quality assured approaches to assessment and verification

This guidance for assessment should be used by Awarding Organisations to ensure that ‘competence’ units are assessed in accordance with the needs of employers and stakeholders in the sector. The intention of this guidance is to minimise bureaucracy whilst maintaining integrity and quality assurance of assessment and verification of achievement.

This document applies to all qualifications in the Qualifications Credit Framework (QCF) from the 1st October 2010 and that fall within the Skills for Logistics sector. It replaces any other assessment strategies and guidance currently in use.

QCF qualifications are not currently used as a ‘Licence to Practice’ in the Logistics Sector, they are however recognised and supported by employers and stakeholders in the sector.

2. Definitions

Certain terms used in this document have particular meanings and that should be taken in context within the assessment guidance:

• to assess: to evaluate in a detailed and analytical way.*

• to verify: to demonstrate that something is true, accurate or justified*

• competence: the proven/demonstrated and individual – capacity to use know-how, skills, knowledge in order to meet usual and –changing occupational requirements.*

*reference Oxford English Dictionary

Skills for Logistics consider the combination of skills and knowledge to be fundamental to the furthering of the skills agenda as outlined in the White Paper; ‘Skills for Growth – the national skills strategy’ BIS November 2009.


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Competence for a particular job role is likely to include the generic skills required for that occupation, specialised skills for a particular supply chain and employability skills such as team working, creative thinking, communication and customer care. The inclusion of such skills in a qualification creates a more holistic approach to developing the skills required for the needs of the UK economy.

3. External Quality Control

External quality control is achieved through rigorous monitoring and standardisation of assessment decisions; Awarding Organisations achieve this by operating within their existing systems for quality monitoring, risk assessment, and management of their approved centres following guidance issued by the Regulatory Authorities.

4. Additional Assessment Needs

QCF units that are used to assess competence within the QCF need to be assessed and quality assured in accordance with the following additional requirements:

1 When QCF units are used to assess competence, Awarding Organisations (AO’s) are required to make sure their recognised assessment centres assess learners according to the NOS issued by the SSC for learning and development.

2 Learners should be enabled to complete, wherever possible, real work activities that provide both evidence of underpinning knowledge and evidence of competence to demonstrate they have met the learning outcomes and assessment criteria of the QCF unit and that they are competent in relation to the NOS

3 When a Learner is unable to complete real work activities simulation is permitted, circumstances in which simulation may take place are:

• a learner is required to complete a work activity that does not occur on a regular basis and therefore opportunities to complete a particular work activity do not easily arise,

• a learner is required to respond to a situation that rarely occurs, such as responding to an emergency situation,

• the safety of the learner and/or resources would be put at risk

4 When simulation is used, those who assess the learner should be confident that the simulation replicates the workplace to such an extent that learner’s will be able to fully transfer their occupational competence to the workplace and real situations.

5 Assessors must be occupationally competent in the occupational area they are assessing where they have sufficient and relevant technical/occupational competence in the unit, at or above the level of the unit being assessed


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6 Assessors and Internal Verifiers must hold or be working towards the appropriate regulatory body approved qualifications for assessment and internal verification, such as those developed by Lifelong Learning UK.

7 Assessors must be fully conversant with the units against which the assessments and verifications are to be undertaken

8 Assessors must carry out assessment according to the relevant Learning and Development National Occupational Standards (approved January 2010)*

9 All assessment decisions made by those working towards a relevant assessor qualification must be verified by a qualified Teacher/Trainer, Assessor or an Assessor recognised by the Awarding Organisation as appropriate

10 Trainee Assessors should have a plan, which is overseen by the relevant assessment centre, to achieve the relevant assessor qualification within an agreed timescale

*these can be found on the National Occupational Standards Directory: www.ukstandards.org.uk

5. Quality Assurance Requirements

This section summarises the quality assurance requirements that apply to QCF units and qualifications used to demonstrate competence. Awarding Organisations should ensure that recognised assessment centres are familiar with these requirements.

1 QCF units that are used to assess competence must be verified:

• internally by an Internal Verifier who is accountable to the assessment centre

• externally by an External Verifier who is accountable to the Awarding Organisation

2 Internal Verifiers must:

• hold or be working towards a suitable Internal Verifier qualification such as one based on LLUK standards

• have sufficient and relevant technical/occupational familiarity with the units that are verified

• be fully conversant with the standards and assessment criteria in the units to be assessed

• understand the Awarding Organisation’s quality assurance systems and requirements for this qualification

3 Trainee Internal Verifiers must have:

• a plan that is overseen by the recognised assessment centre, to achieve an appropriate Internal Verifier qualification within an agreed timescale

http://www.ukstandards.org.uk/


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4 External Verifiers must:

• hold or be working towards a suitable External Verifier qualification such as one based on LLUK standards

• have sufficient and relevant technical/occupational familiarity with the units that are externally verified

• be fully conversant with the standards and assessment criteria in the units to be assessed

• understand the Awarding Organisation’s quality assurance systems and requirements for this qualification

5 Trainee External Verifiers should have:

• a plan that is overseen by the recognised assessment centre, to achieve an appropriate External Verifier qualification within an agreed timescale

6 Skills for Logistics recognise that employers in the sector provide in-house training, development and assessment processes that can meet the standards set for Assessors and Verifiers. Where an employer maps its in-house training, development and assessment processes against the Assessor and Verifier National Occupational Standards and shows that all are met; subject to agreement with the Awarding Organisation and Skills for Logistics, an employer is permitted to carry out Assessment and Verification using staff members who do not hold Assessor and Verifier qualifications. Such individuals must however, meet all other requirements for Assessors and Verifiers.

6. External Monitoring/Risk Management

Awarding Organisations should decide the frequency of external monitoring activities, which should be based on the risks associated with a qualification of this type and an assessment of the centre’s performance and past record.

Awarding Organisations should develop suitable auditing processes, where naturally occurring quality assurance already exist in the workplace assessment environments.

7. Equality and Diversity

Awarding Organisations and their assessment centre staff must ensure no learner is discriminated against, either directly or indirectly on the grounds of: race, colour, ethnicity, nationality, ethnicity, sex, marital status, gender reassignment, sexual orientation, disability, social status, belief or non-belief, language with the exception of the Welsh language and the legal requirements of the Welsh Language Act.


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Annex A

Specific Criteria for the Assessment and Verification of Driving Goods Vehicles

Assessors

• In the case of qualifications titled Driving Goods Vehicles, assessors must hold a Driving Licence i.e., Cat A or Cat B or Cat C1 or Cat C or Cat C+E, with the entitlement needed to drive the vehicle on which the assessment is being undertaken.

• Assessors must satisfy the external verifier that they are occupationally competent in the employment context in which assessment is undertaken.

• When assessment takes place in the context of the movement or handling of dangerous goods the assessor must hold a current ADR certificate.

Internal Verifiers

• In the case of the qualification Driving Goods Vehicles at Level 2 and Level 3 internal verifiers must have a working knowledge of the DVLA Driving Licence regulations relating to the candidate and the vehicle on which the assessment is being undertaken.

• When assessment takes place in the context of the management, movement or handling of dangerous goods the internal verifier must have a working knowledge of ADR certification and the risks associated with the transport of dangerous goods.

External Verifiers

• When assessment takes place in the context of the handling of dangerous goods the external verifier must have a working knowledge of ADR certification and the risks associated with the transport of dangerous goods.


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Annex B

Specific criteria for the Assessment and Verification of Warehousing and Storage

Assessors

In the case of qualifications titled Warehousing and Storage, where the candidate uses equipment that requires specific training, or a ‘licence’ (certificate), for example lift trucks, assessors must have undertaken the specific training, or hold the ‘licence’ for the type of equipment on which the assessment is to take place.

Expert witness

Where the assessor has not undertaken the specific training, or does not hold the ‘licence’ for the type of equipment on which the assessment is to take place, the testimony of an expert witness should be sought.

An expert witness must be someone who is both competent on the type of equipment and is working sufficiently closely with the candidate to be able to comment on their operating ability. Competence may be demonstrated by the achievement of a ‘licence’ or evidence of specific training.

The expert witness is not consulted as a professional assessor, but as someone who is expert in the use of the type of equipment being used.


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Annex C

Specific Criteria for the Assessment, Verification and Certification of Mail Services/Package Distribution

In the case of qualifications titled Mail Services or Package Distribution it is recognised that there are situations where the workplace may not be appropriate, or waiting for naturally occurring evidence is impractical in relation to units based on the National Occupational Standard SFL140 ‘Contribute to safety and security in mail services’. Skills for Logistics therefore allow centres to set up or devise assessment situations for this unit, with the prior agreement of the external verifier that the simulation is valid before assessment is undertaken.

4679seb030611S:\LT\PD\NVQ Competence\N027021 L3 Cert in Logistics Operations Issue 2.doc.1-97/2

Publications Code N027021 June 2011 For more information on Edexcel and BTEC qualifications please visit our website: www.edexcel.com Edexcel Limited. Registered in England and Wales No. 4496750 Registered Office: One90 High Holborn, London WC1V 7BH. VAT Reg No 780 0898 07

http://www.edexcel.com/

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