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Functional Areas:

1. Sales, Marketing and Customer Services

As the logistics industry is customer-oriented, service providers should understand customers' needs in order to provide services to their satisfaction. Organisations should employ different knowledge, methods, and techniques relevant to sales and marketing to deal with their existing and potential customers. Apart from having a fair understanding of their own trades with respect to their operations, services provided and operational procedures, practitioners should also possess certain knowledge about the market and their customers in order to assist in expanding the market, promoting products and services, and formulating strategies for competition. They should be able to communicate with and maintain a good relationship with their customers, to contact potential customers, and to manage and provide customer services.

QF Level
  Code Name Credit
Level 1
Level 2
Level 3
LOCUSM315A Provide freight forwarding services to customers 3
LOCUSM316A Resolve conflict/grievance through appropriate tactics 3
LOCUSM318A Co-ordinate customer services 3
LOCUSM319A Sell products and services 3
LOCUSM320A Implement marketing and promotional activities 3
Level 4
LOCUSM412A Build relationships with customers 3
LOCUSM413A Lead sales teams 6
LOCUSM414A Market services and products 3
Level 5
LOCUSM507A Manage service quality 3
LOCUSM508A Manage sales teams 6
LOCUSM509A Manage sales and services delivery 6
LOCUSM510A Monitor sales performance 3
LOCUSM511A Promote products and services 3
Level 6
LOCUSM601A Develop sales strategies 6
LOCUSM602A Analyse market data 6
LOCUSM603A Formulate marketing strategies 6
Level 7
LOCUSM701A Forecast markets and business needs 6

2. Planning and Design of Logistics Solutions

This functional area arises in response to the development trend of the logistics industry. As different trades of the industry co-operate in supply chain management for a more integrated operation, it gives rise to increasing opportunities for the planning and design of import logistics solutions and provision of services to customers in the form of partnership. Practitioners should possess the know-how required for planning and designing logistics solutions in different scales and areas, and for different cargo types. Besides understanding the concepts of multi-modal and value-added services, they should also be capable of designing logistics solutions for operation on the Chinese mainland, especially southern China and the PRD region. They should take part in co-operating with business partners from different logistics areas to enhance the competitiveness of their organisations.

QF Level
  Code Name Credit
Level 1
Level 2
Level 3
LOCUPD301A Assess customer transport requirements 6
LOCUPD302A Co-ordinate loading/unloading operations 3
LOCUPD303A Organise freight transport operations 3
LOCUPD305A Co-ordinate fleet operations 3
LOCUPD306A Co-ordinate freight transport arrangement 3
Level 4
Level 5
LOCUPD502A Develop standard operating procedures 9
LOCUPD503A Plan warehouse material flows 6
LOCUPD504A Design warehouse layout and material flow in warehouse operations 6
LOCUPD505A Design slotting in warehouse operations 6
LOCUPD506A Design warehouse capacity 6
LOWHPD501A Manage warehouse performance 6
LOWHPD502A Monitor warehouse operations 3
LOWHPD503A Plan and design order picking and shipping process in warehouse operations 6
LOWHPD504A Plan and design receiving and putaway process in warehouse operations 6
Level 6
LOCUPD604A Formulate warehouse automation solutions 6
LOCUPD605A Formulate material logistics strategies 6
LOCUPD606A Manage information flow in supply chains 9
LOWHPD601A Manage storage and cargo handling services 6
Level 7

3. Import/Export Documentation

The logistics industry is a service industry that has arisen from international trading activities. It mainly involves the arrangement of delivery and conveyance of cargoes, information, and capital in their course of transaction. The skills required for cargo delivery are listed in the functional area of Cargo Transport and Handling. For information and capital, though the traditional way of document circulation is still commonly used, electronic documentation has begun to take the lead. The functional area of import/export documentation involves understanding the functions, issuing systems, usage and handling skills for various documents. In order to handle cargo import/export efficiently and legally, practitioners should understand clearly the business flow of the import and export trade; know how to calculate prices and prepare quotations; understand and handle all kinds of import/export documents, letters of credit and documentary bills, and international trading provisions and terms set by trade associations; possess skills and knowledge relevant to e-trade declaration service, tariffs, and trade practices of the Chinese mainland, as well as customs declaration and bonded warehousing.

QF Level
  Code Name Credit
Level 1
Level 2
LOCUIE207A Compile transport documents 3
LOCUIE208A Verify required proofs and documents according to freight needs 3
LOCUIE209A Handle documents for dangerous goods, prohibited articles and dutiable commodities 3
LOCUIE210A Arrange for customs declarations 3
LOCUIE211A Prepare operations documents 3
LOCUIE212A Handle customs clearance procedures 3
Level 3
LOCUIE302A Apply specialist permit requirements for customs clearance 3
LOCUIE303A Co-ordinate goods to bond/dutiable premises 3
LOCUIE304A Implement border clearance functions 3
LOCUIE305A Classify commodities for import and export 3
Level 4
Level 5
LOCUIE501A Carry out integrated border clearance transactions 3
LOWHIE501A Comply with customs and excise regulations 3
Level 6
Level 7

4. Cargo Safety and Security

The functional area of cargo safety and security is unique to the logistics industry. In order to meet the ever-stricter requirements imposed by international conventions and the industry, the job functions of cargo safety and security have become increasingly specialised, thus forming an independent functional area itself. This area involves the handling of transport and storage safety, security with respect to the nature of the cargo, and the impact of external interference on the cargo, human bodies, facilities, and logistics operations. It requires practitioners to have knowledge and skills relevant to the formulation, planning, co-ordination, and execution of measures and activities to prevent, avoid, and minimise the aforesaid risks.

QF Level
  Code Name Credit
Level 1
Level 2
LOCUSS203A Conduct housekeeping activities 3
LOCUSS204A Understand dangerous goods and their characteristics 3
LOCUSS205A Use firefighting equipments 3
LOCUSS206A Understand occupational safety and health procedures 3
LOCUSS207A Follow safety and security procedures in workplace 3
LOWHSS201A Conduct cleaning operations in confined spaces 3
Level 3
LOCUSS302A Co-ordinate breakdowns 3
LOCUSS303A Apply safe working rules and regulations 3
LOCUSS304A Implement occupational safety and health procedures 3
LOCUSS305A Implement workplace security procedures 3
LOWHSS301A Implement emergency response procedures 3
LOWHSS302A Handle cash-in-transit security 3
Level 4
LOCUSS402A Implement accident-emergency procedures 3
LOCUSS403A Implement transport regulations compliance systems 3
LOCUSS404A Implement freight safety standards for dangerous goods/hazardous substances 3
LOCUSS405A Establish and implement storage procedures for dangerous goods/hazardous substances 3
LOCUSS406A Develop safe workplaces 6
LOCUSS407A Plan and execute occupational safety and health procedures in workplaces 3
LOCUSS408A Implement fatigue management strategies 6
LOCUSS409A Establish procedures for transporting high risk goods 6
LOCUSS410A Manage and handle emergencies 3
LOWHSS401A Manage security of assets and facilities 3
Level 5
LOCUSS502A Conduct safety audits 3
LOCUSS503A Manage fatigue management policies and procedures 6
LOWHSS501A Manage security of storage facilities 6
Level 6
LOCUSS601A Manage cargo security 6
Level 7

5. Environmental Protection

This functional area covers the formulation of environmental policies and procedures in compliance with relevant environmental protection legislations by applying suitable management knowledge and skills to evaluate the environmental issues with regard to the workplaces of the logistics industry. The areas of work include enhancing staff"s awareness of environmental protection, conducting environmental audits, as well as applying, implementing, and formulating environmental policies and procedures etc. Practitioners should possess relevant environmental protection knowledge, principles, and regulations.

QF Level
  Code Name Credit
Level 1
Level 2
LOCUEP201A Understand and implement basic environmental protection plan 3
Level 3
LOCUEP301A Apply environmental protection procedures 3
Level 4
LOCUEP401A Enhance staff"s awareness of environmental protection 3
LOCUEP402A Assess environmental impacts of working procedures 3
Level 5
LOCUEP501A Conduct environmental audits 3
LOCUEP502A Implement and review environmental protection policies and procedures 3
Level 6
LOCUEP601A Formulate environmental protection policies and procedures 6
Level 7

6. Cargo Transport and Handling

Cargo transport and handling is the core business of the logistics industry. It mainly involves cargo delivery, midway storage, packaging, and distribution. Practitioners need to co-ordinate and assist in relevant arrangements. They should possess relevant knowledge of the cargoes, as well as the knowledge, techniques and skills of handling and transporting the cargoes.

QF Level
  Code Name Credit
Level 1
LOWHCT101A Clean up plants, equipments and worksites 3
LOWHCT102A Arrange cargo deliveries 3
Level 2
LOCUCT204A Load and unload cargoes 3
LOCUCT205A Relocate cargoes 3
LOCUCT206A Identify and label explosive and dangerous goods 3
LOCUCT207A Prepare cargoes for transfer 3
LOCUCT208A Carry out delivery operations 3
LOCUCT209A Maintain stocks 3
LOCUCT210A Perform stock control procedures 3
LOWHCT201A Maintain tools and equipments 3
LOWHCT202A Assess operational capabilities of equipments 3
LOWHCT203A Operate forklifts 3
LOWHCT204A Prepare for transport of dangerous goods 3
LOWHCT205A Receive stocks 3
LOWHCT206A Replenish stocks 3
LOWHCT207A Process orders 3
LOWHCT208A Package goods 3
LOWHCT209A Implement cargo security operations 3
LOWHCT210A Receipt/dispatch transport documents 3
Level 3
LOCUCT301A Load and unload explosive and dangerous goods 3
LOCUCT302A Handle dangerous goods/hazardous substances 3
LOCUCT303A Organise warehouse records 3
LOCUCT304A Co-ordinate cargo operations duties 3
LOCUCT305A Evaluate records and documents 3
LOCUCT306A Consolidate freights 3
LOCUCT307A Handle cargo transfers 3
LOCUCT308A Order stocks 3
LOCUCT309A Organise cargo receipt/dispatch/export 6
LOCUCT310A Carry out stock-taking 3
LOCUCT311A Use inventory systems for stock control 3
LOWHCT301A Operate cargo handling equipments 3
LOWHCT302A Dispatch stocks 3
LOWHCT303A Connect and disconnect reefer units 3
Level 4
LOCUCT403A Organise cargo operations 3
LOCUCT404A Manage quarantine procedures 6
LOCUCT405A Monitor storage facilities 3
LOCUCT406A Implement cargo operations regulations 3
LOWHCT401A Plan jobs and set up work areas 3
LOWHCT402A Manage temperature controlled facilities 6
Level 5
LOCUCT501A Plan air freight transport 6
LOCUCT502A Plan sea freight transport 6
LOCUCT503A Plan multi-modal freight transport 6
LOCUCT504A Manage freight transfers 6
LOCUCT505A Manage storage of dangerous goods and hazardous substances 6
LOCUCT506A Manage logistics centre operations 3
LOCUCT507A Manage inventories and facilities 6
LOCUCT508A Determine optimum stock levels 3
Level 6
Level 7

7. Operation Management

This functional area covers the formulation of overall development strategy and operational policy, as well as the monitoring and control of their implementation. The logistics industry covers various sectors in which different trades are involved. Thus, besides the expertise of the trade they serve in, practitioners should also possess extensive commercial, management, financial, and human resources knowledge, and be conversant with the operation of the logistics industry. They should also be capable of drawing up operational policy, development strategy, implementation plan, and mode of communication that can meet the organisational needs from higher perspectives such as organisational development, strategy formulation, management direction, overall safety, risk management etc. Apart from discharging daily monitoring duty, they should also conduct reviews on a regular basis so as to enhance the operational effectiveness of their organisations.

QF Level
  Code Name Credit
Level 1
LOWHOM101A Understand logistics and warehousing terminologies 3
Level 2
LOCUOM204A Conduct routine administrative tasks 3
LOWHOM201A Apply basic warehousing knowledge 3
Level 3
LOCUOM303A Develop rosters 3
LOCUOM304A Monitor attendance records 3
LOCUOM305A Prepare workplace orientation/induction procedures 6
LOCUOM306A Implement quality management training programmes 3
LOCUOM307A Use advanced English for business communications 3
LOCUOM308A Use advanced Putonghua for business communications 3
Level 4
LOCUOM417A Apply simulation technique to test efficiency of operations 3
LOCUOM418A Train sales teams 6
Level 5
LOCUOM518A Formulate local operations strategies 6
LOCUOM519A Formulate regional operations strategies 6
LOCUOM520A Formulate e-logistics training programmes 3
LOCUOM521A Formulate on-the-job training plans for staff 3
LOWHOM501A Formulate warehouse management strategies 6
Level 6
Level 7

8. Quality Management

This functional area covers the formulation and implementation of quality management schemes by employing the knowledge and skills of quality management. Practitioners should effectively monitor the implementation of these schemes with a view to achieving the results of low cost and high quality. They should also be capable of analysing, handling, and evaluating customers' feedback, as well as promoting and implementing quality management and staff training. Moreover, they should ensure that the quality of services meets the requirements of customers and relevant standards.

QF Level
  Code Name Credit
Level 1
Level 2
Level 3
LOCUQM306A Handle issues on quality of transport and logistics services 3
LOCUQM307A Apply quality management knowledge 3
Level 4
LOCUQM412A Formulate measures to enhance quality standards 3
LOCUQM413A Formulate standards for quality management systems 6
LOCUQM414A Formulate company"s performance pledge 3
Level 5
LOCUQM507A Formulate corporate social responsibility policies 3
Level 6
Level 7

9. E-Logistics

The age of electronic and networked operation has come to the logistics industry, making e-logistics an independent functional area. Practitioners should strengthen their knowledge and skills accordingly to face the challenge. The functional area of e-logistics covers the application of existing electronic tools in logistics work, the development of new technologies for application in new areas, networking, the establishment and application of e-platforms, integration with e-commerce, relevant maintenance etc.

QF Level
  Code Name Credit
Level 1
Level 2
LOCUEL210A Implement e-logistics websites maintenance 3
LOCUEL211A Handle electronic documents 3
LOCUEL212A Execute security works for electronic documents 3
LOCUEL213A Apply electronic devices on cargo identifications 3
LOCUEL214A Implement e-platform operations in logistics 3
Level 3
LOCUEL305A Apply knowledge of information and communication technology 3
LOCUEL306A Conduct Electronic Data Interchange in the industry and with customers 3
LOCUEL307A Design computerised freight documents 6
LOCUEL308A Implement e-commence procedures for the logistics industry 3
LOWHEL301A Perform warehousing services through web platform 3
Level 4
LOCUEL406A Design e-commerce procedures for the logistics industry 6
LOCUEL407A Design electronic document security systems and procedures for the logistics industry 6
LOCUEL408A Implement e-logistics training programmes 3
LOCUEL409A Formulate the electronic data flow for relevant parties of the logistics industry 6
LOCUEL410A Design e-logistics websites 6
Level 5
LOCUEL502A Formulate strategies for the application of electronic cargo identification technologies 6
LOCUEL503A Manage network security 3
Level 6
Level 7

10. Insurance, Legal Matters & Compliance

This functional area covers the use of risk assessment tools to assess the risks brought by daily operations, and the formulation of risk management and risk transfer strategies through the use of the assessment report. Practitioners should consider the business and operational needs of different trades in making an analysis of the insurance market. They should study and compare the insurance services, provisions, and premiums of different providers before making any insurance arrangements. They should also make claims efficiently and effectively after the accident, so as to achieve good results of risk management and risk transfer. Practitioners should also know about local and overseas legislations, as well as international conventions, so as to formulate and implement all kinds of policies to ensure that daily operations meet relevant legal requirements.

QF Level
  Code Name Credit
Level 1
Level 2
Level 3
LOCULC301A Verify insurance certificates and policies or related documents 3
LOCULC302A Apply basic principles of insurance law to handle insurance matters 3
LOCULC303A Comply with logistics related regulatory requirements 3
Level 4
LOCULC401A Implement risk management plans 3
LOCULC402A Arrange insurance with brokers/agents 3
LOCULC403A Compile claims reports 3
LOCULC404A Handle cargo claims 3
LOCULC405A Handle facility, equipment, and machinery claims 3
LOCULC406A Promote staff's awareness of compliance with legislation 3
LOCULC407A Handle transport operator's liability insurance 3
LOCULC408A Apply environmental protection laws and conventions relevant to the logistics industry 3
LOCULC409A Apply occupational safety and health ordinances relevant to the logistics industry 3
LOCULC410A Apply the Prevention of Bribery Ordinance 3
LOCULC411A Understand intellectual property and avoid infringement acts 3
LOCULC412A Apply labour legislations relevant to human resources management 3
Level 5
LOCULC501A Perform risk assessments of transport processes and compile reports 3
LOCULC502A Assess total lost amount and calculate claims amount 3
LOCULC503A Apply knowledge of business laws to prepare contracts 3
LOCULC504A Appoint surveyors, average adjusters and lawyers to handle claims 3
LOCULC505A Manage compliance with legal and legislative requirements 3
LOWHLC501A Review warehousing contracts, insurance, and liability 6
Level 6
LOCULC601A Formulate risk management plans 6
LOCULC602A Establish compliance with legal and legislative requirements 6
LOCULC603A Research compliance requirements and issues 9
Level 7
  1. The SCSs have been moderated by the Hong Kong Council for Accreditation of Academic and Vocational Qualifications (HKCAAVQ) to ensure consistency of QF level across industries.
  2. The contents of all SCSs will be updated regularly.

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