This apprenticeship has been retired

Key information

  1. Status: Retired
  2. Reference: ST0544
  3. Version: 1.0
  4. Level: 3
  5. Typical duration to gateway: 18 months
  6. Typical EPA period: 4 months
  7. Maximum funding: £13000
  8. Route: Transport and logistics
  9. Date updated: 18/02/2025
  10. Lars code: 681
  11. EQA provider: Ofqual is the intended EQA provider
  12. Review: this apprenticeship will be reviewed in accordance with our change request policy.
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Details of the occupational standard

Occupation summary

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.

Typical job titles include:

Boarding clerk Port agent Ships agent

Occupation duties

Duty KSBs

Duty 1 Deliver the commercial agreement between the port agency and the vessel owner or operator.

K7 K18 K21 K23

S4 S9 S10 S13 S15 S25 S27 S29

B1 B3 B4 B5

Duty 2 Monitor a vessels progress at sea and when in port. Provide updates to all affected stakeholders.

K2 K6 K13 K16 K17 K21 K23 K24

S2 S4 S8 S9 S10 S12 S13 S14 S15 S16 S17 S19 S21 S25 S27 S29

B3 B4 B5 B6

Duty 3 Provide recommendations to the vessels captain to aid progress on the journey.

K2 K6 K10 K11 K16 K17 K23 K24

S2 S4 S7 S8 S9 S10 S12 S13 S15 S19 S24 S25 S29

B1 B3 B4 B5 B6

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

S2 S5 S7 S8 S12 S15 S16 S19 S20 S24 S25 S29

B1 B3 B4 B5 B6

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

S2 S5 S7 S8 S12 S14 S15 S16 S19 S25 S29

B1 B3 B4 B5 B6

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

S2 S5 S7 S8 S12 S14 S15 S16 S19 S24 S25 S29

B1 B3 B4 B5 B6

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

S2 S5 S7 S8 S12 S14 S15 S16 S19 S20 S24 S25 S29

B1 B3 B4 B6

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

S2 S8 S14 S15 S19 S20 S21 S25 S29

B1 B3 B4 B5 B6

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

S1 S2 S3 S12 S14 S15 S16 S17 S18 S19 S20 S25 S29

B3 B4 B6

Duty 10 Plan and organise required changes of crew with the ship manager and captain of the vessel, in line with relevant customs regulations.

K9 K13 K15 K16 K21 K23 K24

S2 S5 S6 S8 S14 S15 S16 S18 S19 S21 S25 S29

B1 B3 B4 B6

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

S1 S2 S3 S6 S12 S14 S15 S16 S17 S18 S19 S20 S25

B3 B4

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

S2 S5 S7 S8 S14 S15 S16 S19 S24 S25 S29

B1 B3 B4 B5 B6

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.

K12 K18 K19 K20 K21 K22 K23

S5 S15 S18 S24 S25 S26

B3 B4

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.

K1 K2 K7 K12 K17 K18 K19 K20 K21 K22 K23

S12 S15 S16 S17 S18 S23 S25

B3 B4

Duty 15 Complete the vessels disbursement account to the vessel operator/owner – compiling all the invoices incurred in the vessels call at the port.

K7 K12 K17 K18 K19 K20 K21 K22 K23

S12 S15 S16 S18 S22 S25

B3 B4

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.

K6 K10 K11 K23 K24

S8 S10 S11 S13 S15 S19 S20 S21 S29

B1 B2 B3 B4 B5 B6

Duty 17 Work to provide a profitable service for both your own organisation and the vessel operator.

K15 K16 K19 K20 K22 K23

S4 S7 S9 S15 S21 S24 S25 S27

B1 B3 B4 B5

Duty 18 Deal with any enquiries or complaints about the port agency services you are responsible for.

K12 K15 K16 K17 K23

S12 S14 S15 S28 S29

B1 B2 B3 B4 B5

KSBs

Knowledge

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. Back to Duty

K5: A range of stevedoring operations that can be used to load/unload cargo. Back to Duty

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. Back to Duty

K9: Immigration processes for vessel leavers / joiners. Back to Duty

K10: Relevant health and safety regulations and legislation. Back to Duty

K11: The International Ship and Port Facility Security Code. Back to Duty

K12: The principles for correct storing and sharing of data in accordance with the UK Government Data Protection legislation. Back to Duty

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. Back to Duty

K17: Different forms of communication (written, verbal, electronic). Back to Duty

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. Back to Duty

K20: Charges, terms and conditions of subject port / harbour authority of each vessel call. Back to Duty

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

Skills

S1: Complete the required national and local reporting systems with required vessel and cargo data. Back to Duty

S2: Identify and comply with all local, national and international regulations and legislation that apply. Back to Duty

S3: Interpret and complete information required on International Maritime Organisation vessel / voyage information forms. Back to Duty

S4: Identify the needs of the vessel (within limits of own authority). Back to Duty

S5: Source vessel services for the time and place when these are needed. Back to Duty

S6: Coordinate crew arrivals/departures required to meet ships complement. Back to Duty

S7: Negotiate a positive outcome for the vessel that meets the contractual arrangement. Back to Duty

S8: Identify and apply sustainable practices. Back to Duty

S9: Plan and prioritise workload to meet objectives. Back to Duty

S10: Identify and mitigate risks associated with the vessel and port operations. Back to Duty

S11: Respond to unexpected situations and incidents, offering an appropriate remedy. Back to Duty

S12: Adopt a communication method that takes account of the audience and is suitable for the circumstances. Back to Duty

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. Back to Duty

S20: Comply with relevant security procedures. Back to Duty

S21: Monitor vessel progress against expected plans. Back to Duty

S22: Create the required disbursement accounts. Back to Duty

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. Back to Duty

S28: Handle complaints in line with organisational requirements. Back to Duty

S29: Problem solves changes in circumstances impacting vessel progress. Back to Duty

Behaviours

B1: Sources solutions and seeks to continuously improve and develop. Back to Duty

B2: Resilient under pressure. Back to Duty

B3: Team-focused and works effectively with others. Back to Duty

B4: Acts in a professional and ethical manner. Back to Duty

B5: Takes ownership of work. Back to Duty

B6: Promotes sustainable practice. Back to Duty

Qualifications

English and Maths

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.

Other mandatory qualifications

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Employers involved in creating the standard: Denholm Group, Casper Shipping Ltd, Danbrit Shipping Ltd, Denholm Port Services Ltd, EMR Shipping Ltd, George Hammond PLC, J R Rix & Sons Ltd, Lacy & Middlemiss Ltd, Wainwright Bros & Co Ltd, Grange Shipping Ltd, Kestrel Liner Agencies Ltd, John Good Shipping

Version log

Version Change detail Earliest start date Latest start date
1.0 Approved for delivery 20/07/2022 12/02/2025

Crown copyright © 2025. You may re-use this information (not including logos) free of charge in any format or medium, under the terms of the Open Government Licence. Visit www.nationalarchives.gov.uk/doc/open-government-licence

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