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This occupation is found in the shipping industry and located in ports around the country. These ports range considerably in size, from major import/export centres through to much smaller and sometimes remote ports. Port agents work for commercial companies, that may be based in a port or off site.
The broad purpose of the occupation is to represent the vessel operators/owners to facilitate the efficient arrival, working, and departure of their vessels in a port. They do this by supporting vessel progress during a voyage (anywhere in the world) and by ensuring the vessel captain has the help and assistance they need. This support can be very wide-ranging, from making sure the vessel has the right permissions, and the correct crew complement, through to having enough provisions onboard.
Port agents spend a lot of their time communicating with other stakeholders to agree and coordinate activities, ensuring a safe and smooth voyage. While this occupation is often office based, port agents can expect to spend time working onboard vessels when moored in port. Typically, they may have a home port they work in most of the time, yet sometimes need to travel to different ports around the UK. A port agent must work flexibly, including some unsociable hours. And they can expect to be in and around the port in all weathers.
In their daily work, an employee in this occupation interacts with the vessel’s captain and crew who may be of any nationality. The scale and purpose of ports varies a lot, with each port being unique. The port agent will identify and interact with all parties involved in port operations, such as importers and/or exporters, the port authority, terminal operator, stevedores, government authorities (HMRC, Border Force, Port Health, Maritime and Coastguard Agency and Immigration), marine pilots, harbour masters, docking masters, company representatives, local ship providores, repairers and maritime equipment suppliers. A port agent is appointed by a Principal, who might be the vessel owner or vessel operator. A port agent must work to the overall instruction of the Principal.
An employee in this occupation will be responsible for completing their own port agency work within the limits of their responsibility. They must follow instructions, by delivering on the agreed commercial arrangement between their own organisation and the vessel owner or vessel operator.
They are also responsible for providing advice and support to the vessel captain during the voyage, for providing financial services (including cash float) as instructed by vessel owner/operator, and for arranging and overseeing cargo operations when in port.
They will arrange crew, purchase supplies needed by the vessel, and negotiate any work needed with local port suppliers. They also help support the safety and security of vessel related operations. And they must submit any reports or applications needed to comply with port requirements.
They do not arrange an agency agreement themselves or win new work for their organisation; this is instead the responsibility of a senior port agent or a sales/business development manager. They are expected to respond to incidents that affect the vessel, by taking decisions that help bring the operation back on course. Although a port agent must try to resolve any problems themselves, they will escalate issues beyond their authority to a senior port agent or manager in their own organisation and the vessel owner/operator. When a voyage is completed, the port agent must provide their closing reports, including a financial summary.
Duty |
KSBs |
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Duty 1 Deliver the commercial agreement between the port agency and the vessel owner or operator. |
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Duty 2 Monitor a vessels progress at sea and when in port. Provide updates to all affected stakeholders. |
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Duty 3 Provide recommendations to the vessels captain to aid progress on the journey. |
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Duty 4 Book a vessel in and out of port. This includes co-ordinating the berthing plan with all parties involved, such as the port authority. |
K1 K2 K3 K4 K7 K10 K11 K13 K14 K15 K16 K17 K21 K23 K24 |
Duty 5 Arrange marine pilots and tugboat services to ensure safe arrival and/or departure of the vessel. Coordinate these activities with key stakeholders such as harbour masters, tug boat operators, marine pilots, docking masters and company representatives. |
K1 K2 K3 K7 K10 K11 K13 K14 K15 K16 K21 K23 K24 |
Duty 6 Agree a cargo plan between the vessel and terminal/stevedore for the safe loading / discharge of cargo. |
K1 K2 K4 K10 K12 K13 K14 K15 K16 K21 K23 K24 |
Duty 7 Identify and secure port terminal and stevedoring services for specific vessel and cargo types. |
K1 K2 K3 K4 K5 K7 K11 K13 K14 K15 K16 K21 K23 |
Duty 8 Oversee the delivery of cargo operations as planned. Mitigate any issues that arise and report progress to the vessel operator, charterer and/or owner, cargo interests, next agent, and any other interested parties. |
K1 K2 K4 K5 K7 K10 K11 K13 K14 K16 K23 |
Duty 9 Report the details of cargo to the relevant customs authority. |
K1 K2 K3 K4 K7 K8 K11 K12 K13 K14 K17 K21 K23 |
Duty 10 Plan and organise required changes of crew with the ship manager and captain of the vessel, in line with relevant customs regulations. |
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Duty 11 Provide all required information on crew and passengers to local authorities. |
K1 K2 K3 K7 K8 K9 K11 K12 K13 K14 K17 K21 K23 |
Duty 12 Arrange provision of stores needed by the vessel prior to arrival or during the port stay. This includes fuel, spare parts, drinking water and any other bespoke requirements. |
K2 K13 K14 K15 K16 K21 K23 K24 |
Duty 13 Provide financial services for the vessel. In particular, arrange cash from the vessel operator/owner to provide the vessel captain with a suitable cash float. |
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Duty 14 Complete the “statement of fact” – keeping track of all activities concerning the vessel from the moment it has arrived at port until the completion of all cargo operations and the departure of the ship, thereby accurately recording the vessels operations and any delays. |
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Duty 15 Complete the vessels disbursement account to the vessel operator/owner – compiling all the invoices incurred in the vessels call at the port. |
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Duty 16 Identify incidents and emergencies that impact the vessel, its crew, or cargo. Provide a remedy (within limits of own role) or escalate to relevant stakeholder organisations. |
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Duty 17 Work to provide a profitable service for both your own organisation and the vessel operator. |
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Duty 18 Deal with any enquiries or complaints about the port agency services you are responsible for. |
K1: Local agencies and the regulatory authorities that impact Port Agency.
Back to Duty
K2: Procedures for managing the vessel / port information systems.
Back to Duty
K3: Regulations that apply to the different types of vessel class that may use Port Agency.
Back to Duty
K4: A range of different cargo types.
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K5: A range of stevedoring operations that can be used to load/unload cargo.
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K6: Techniques for responding to the changing conditions that can commonly hinder vessel progress including changes to tidal and meteorological conditions.
Back to Duty
K7: Type of Charter Party, agency agreements and terms relevant to each vessel and / or port visit.
Back to Duty
K8: Local customs clearance procedures.
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K9: Immigration processes for vessel leavers / joiners.
Back to Duty
K10: Relevant health and safety regulations and legislation.
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K11: The International Ship and Port Facility Security Code.
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K12: The principles for correct storing and sharing of data in accordance with the UK Government Data Protection legislation.
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K13: The local specialist Maritime roles and how they support Port activity. This includes, for example, appointed Person, Port Facility Security Officer (PFSO), mooring services, health professionals and marine / cargo surveyors.
Back to Duty
K14: Statutory powers of the relevant Port State, their responsibilities, duties and codes.
Back to Duty
K15: Negotiation techniques.
Back to Duty
K16: The principles of stakeholder relationship management.
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K17: Different forms of communication (written, verbal, electronic).
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K18: The banking procedures that impact vessels and crew. This includes cash availability, currency exchange rates, proof of receipt of payments and letters of credit.
Back to Duty
K19: Bills of lading, their function and importance in transactions.
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K20: Charges, terms and conditions of subject port / harbour authority of each vessel call.
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K21: Principles of project management and a range of project planning tools.
Back to Duty
K22: Principles of Port Agency related budget management.
Back to Duty
K23: Techniques for working alone and in a team.
Back to Duty
K24: The range of sustainable practices applicable to Port Agency including in-house practices and partner policies.
Back to Duty
S1: Complete the required national and local reporting systems with required vessel and cargo data.
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S2: Identify and comply with all local, national and international regulations and legislation that apply.
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S3: Interpret and complete information required on International Maritime Organisation vessel / voyage information forms.
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S4: Identify the needs of the vessel (within limits of own authority).
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S5: Source vessel services for the time and place when these are needed.
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S6: Coordinate crew arrivals/departures required to meet ships complement.
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S7: Negotiate a positive outcome for the vessel that meets the contractual arrangement.
Back to Duty
S8: Identify and apply sustainable practices.
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S9: Plan and prioritise workload to meet objectives.
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S10: Identify and mitigate risks associated with the vessel and port operations.
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S11: Respond to unexpected situations and incidents, offering an appropriate remedy.
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S12: Adopt a communication method that takes account of the audience and is suitable for the circumstances.
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S13: Make informed recommendations that aid the vessels progress, prioritising health, safety and security.
Back to Duty
S14: Maintain a network of stakeholders.
Back to Duty
S15: Utilise the strengths of teams to support vessel progress.
Back to Duty
S16: Apply relevant IT reporting solutions to assist vessel progress, for example using software required by a particular Government covering the ports jurisdiction.
Back to Duty
S17: Report on vessel progress, using the required format (e.g., Maritime pro formas).
Back to Duty
S18: Store data correctly and only share data when it is permitted in accordance with legislation and regulation.
Back to Duty
S19: Comply with relevant health and safety procedures.
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S20: Comply with relevant security procedures.
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S21: Monitor vessel progress against expected plans.
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S22: Create the required disbursement accounts.
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S23: Create a required “Statement of Fact”.
Back to Duty
S24: Match supplier quotations with the services/goods needed to support vessel operations.
Back to Duty
S25: Apply project management techniques needed to deliver port agency within budget.
Back to Duty
S26: Provide financial services that meet needs of the vessel (within limits of given authority).
Back to Duty
S27: Quality assure work in accordance with organisational requirements and contractual arrangements.
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S28: Handle complaints in line with organisational requirements.
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S29: Problem solves changes in circumstances impacting vessel progress.
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B1: Sources solutions and seeks to continuously improve and develop.
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B2: Resilient under pressure.
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B3: Team-focused and works effectively with others.
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B4: Acts in a professional and ethical manner.
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B5: Takes ownership of work.
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B6: Promotes sustainable practice.
Back to Duty
Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-Point Assessment. For those with an education, health and care plan or a legacy statement, the apprenticeship’s English and maths minimum requirement is Entry Level 3. A British Sign Language (BSL) qualification is an alternative to the English qualification for those whose primary language is BSL.
Level: 3
The Institute approved this qualification for inclusion when approving the original Port Agency Standard. There are elements of "hard sift" - ie it is far easier to gain employment with the foundation diploma. This is because ICA qualifications act as a passport to working in certain sectors. But it also allows for greater rigour and structure in the apprenticeship training - ie a "type 2" qualification. There has never been an apprenticeship in Port Agency before. As the sole professional body, ICS offers a well established qualification that will provide this structure, especially in the early years of apprenticeship delivery. This revision mainly affects the EPA, the standard has just been brought into line with the Institute's latest guidance on quality. Therefore the Trailblazer group considers there is a continued need for this qualification to remain mandatory.
AP01
This document explains the requirements for end-point assessment (EPA) for the port agent apprentices. End-point assessment organisations (EPAOs) must follow this when designing and delivering their EPA.
Port agent apprentices, their employers and training providers should read this document.
An approved EPAO must conduct the EPA for this apprenticeship. Employers must select an approved EPAO from the Education and Skills Funding Agency’s Register of end-point assessment organisations (RoEPAO).
A full-time apprentice typically spends 18 months on-programme (this means in training before the gateway) working towards competence as a port agent. All apprentices must spend at least 12 months on-programme. All apprentices must spend at least 20% of their on-programme time completing off-the-job training.
This EPA has 3 EPA methods.
The grades available for each EPA method are:
EPA method 1 - test:
EPA method 2 - professional discussion underpinned by portfolio:
EPA method 3 - practical demonstration with questions:
The result from each EPA method is combined to decide the overall apprenticeship grade. The following grades are available for the apprenticeship:
On-programme (typically 18 months) |
Training to develop the knowledge, skills and behaviours (KSBs) of the occupational standard. Training towards English and mathematics qualifications at Level 21, if required. Training towards any other qualifications listed in the occupational standard. The qualification(s) required are: Institute of Chartered Shipbrokers Foundation Diploma in Port Agency Compiling a portfolio of evidence. |
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End-point assessment gateway |
The employer must be content that the apprentice is working at or above the level of the occupational standard. The apprentice’s employer must confirm that they think the apprentice:
An apprentice must have passed any other qualifications listed in the port agent occupational standard ST0544. The qualification(s) required are: Institute of Chartered Shipbrokers Foundation Diploma in Port Agency Apprentices must have achieved English and mathematics at Level 21. An apprentice must submit all gateway evidence to the EPAO. The EPAO must review the evidence. When the EPAO confirms the gateway requirements have been met, the EPA period starts and typically takes 4 months to complete. The expectation is that the EPAO will confirm the gateway requirements have been met. For the professional discussion underpinned by portfolio, the apprentice will be required to submit a portfolio of evidence. Apprentices must submit any policies and procedures as requested by the EPAO. |
End-point assessment (typically 4 months) |
Grades available for each method: Professional discussion underpinned by portfolio Practical demonstration with questions Overall EPA and apprenticeship can be graded: |
Re-sits and re-takes |
1For those with an education, health and care plan or a legacy statement, the apprenticeship’s English and mathematics minimum requirement is Entry Level 3. British Sign Language (BSL) qualifications are an alternative to English qualifications for those who have BSL as their primary language.
The EPA will be taken within the EPA period. The EPA period begins when the EPAO confirms the gateway requirements are met and is typically 4 months.
The expectation is that the EPAO will confirm the gateway requirements are met and the EPA begins as quickly as possible.
The apprentice’s employer must confirm that they think the apprentice is working at or above the occupational standard as a port agent. They will then enter the gateway. The employer may take advice from the apprentice's training provider(s), but the employer must make the decision.
Apprentices must meet the following gateway requirements before starting their EPA.
These are:
Apprentices must submit any policies and procedures as requested by the EPAO.
The EPA period starts when the EPAO confirms all gateway requirements have been met. The expectation is they will do this as quickly as possible.
The assessment methods can be delivered in any order.
The result of one assessment method does not need to be known before starting the next.
A test is an assessment for asking questions in a controlled and invigilated environment.
This EPA method is being used because:
• The Port Agent occupation is subject to wide-ranging regulation and legislation and a multiple-choice test is an efficient way of assuring that the apprentice has all of the necessary fact based knowledge that will enable them to deliver their work in compliant ways.
• It allows for the efficient testing of knowledge where there is a right or wrong answer
• It allows for flexibility in terms of when, where and how it is taken
• It allows larger volumes of apprentices to be assessed at one time.
This method must be appropriately structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this EPA method to the highest available grade.
The test can be computer or paper based.
The test will consist of 30 multiple-choice questions.
Multiple-choice questions will have four options, including one correct answer.
Apprentices must be given at least 2 weeks notice of the date and time of the test.
Apprentices must have 45 minutes to complete the test.
The test is closed book which means that the apprentice cannot refer to reference books or materials whilst taking the test.
The test must be taken in the presence of an invigilator who is the responsibility of the EPAO. Specialised (proctor) software can be used if the test can be taken on-line, to ensure the security of the test.
The EPAO must have an invigilation policy setting out how the test must be conducted. It must state the ratio of apprentices to invigilators for the setting and allow the test to take place in a secure way.
The EPAO must verify the identity of the apprentice.
The EPAO is responsible for the security of the test including the arrangements for on-line testing. The EPAO must ensure that their security arrangements maintain the validity and reliability of the test.
The test must be marked by independent assessors or markers employed by the EPAO. They must follow a marking scheme produced by the EPAO. Marking by computer is allowed where question types support this.
A correct answer gets 1 mark(s).
Any incorrect or missing answers get zero marks.
The EPAO is responsible for overseeing the marking of the test. The EPAO must ensure standardisation and moderation of written response test.
Apprentices must take the test in a suitably controlled and invigilated environment that is a quiet room, free from distractions and influence. The EPAO must check the venue is suitable.
The test could take place remotely if the appropriate technology and systems are in place to prevent malpractice. EPAOs must verify the apprentice’s identity and ensure invigilation of apprentices for example with, and not limited to, 360 degree