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Being CPE Certified Starts Here! Participants are provided professional education related to the transportation system and the operation of ports, vessels, and marine terminals.

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CPE · 5 Day – 18 Modules, Detailed Break Down

Day 1

M1 · The worldwide Transportation System

M2 · The International Port Industry

M2A · Language of the Industry

M3 · Port Governance and Management

M4 · The Marine Terminal

The Worldwide Commercial Transportation System

  • The system in general
  • Common modes of travel
  • The intermodal route
  • Regulatory checkpoints
  • The logistics chain
  • The shipper
  • Freight forwarder/logistics planner
  • Transportation
  • Cost
  • Regulatory oversight
  • Consignee
  • Industry professionals- cargo
  • Ground transportation
  • Marine
  • Ships’ crews
The Port industry

  • The maritime industry
  • Most cost-effective
  • Shipping statistics
  • Transportation links
  • Ports and the logistics chain
  • Intermodal
  • The worldwide port industry
  • 2011 top 15 North American – container port TEU rankings
  • U.S. Port rankings
  • Canadian port rankings-2011
  • Trade corridors
  • The coasts
  • Great lakes and St. Lawrence
  • Trade routes
  • Types of ports
  • Port ownership
  • Port functions
  • The port industry in the new millennium
  • The 2008 economic cliff
  • Since 2008-A slow climb back
    • The industry’s other trades since 2008
    • Recent US and Canadian port projects
  • Port challenges
  • The challenges-U.S. FMC study 2012
  • Influences on ports
  • Fleet changes
  • Successful vs. Stagnant ports
  • Examining our strengths – weaknesses
Language Of The Port industry

  • Language of the port industry
  • Proper terminology is critical
  • Terms-port types
  • Common terms used in the industry
  • Types of cargo
  • Typical neo-bulk cargoes
  • Containerized cargo
    • Container advantages
    • The container
    • Containers
  • Throughput
  • Tonnage
    • Ship’s registered tonnage
    • Lightweight tons
    • Ship tonnage-gross tonnage
    • Ship tonnage-net tonnage
    • Ship tonnage-displacement
    • The plimsoll mark
    • The international load line
    • Ship tonnage-cargo related
Port Governance And Management

  • The port collective
  • Public vs. private terminals
  • Port management organizations
  • Management – operation arrangements
  • Public port governance
  • Canada & U.S. Public port models
  • Canada & U.S. Ports are symbiotic
  • Canadian port industry
    • Canada maritime act
    • Canadian port authorities
    • Other Canadian ports
    • Canadian port divestiture
  • U.S. Port governance
    • U.S. Public port governance
    • Types
    • Municipal ports
    • State ports
    • State port councils
    • U.S. federal ports
    • State or municipal port commissions
    • U.S. Port authorities
  • Public ownership increased when industry changes forced a shift from the private sector
  • Growth through necessity
  • Preservation for new public use
  • Old becomes new again
  • Most effective goal is to meet both public and private needs
  • Public vs. private management
  • Management considerations
  • Effective management
The Marine Terminal

  • Objectives
  • Purpose
  • Classifications
  • General purpose terminals
  • Container terminals
  • Roll on-roll off (RORO) terminals
  • Dry bulk
  • Liquid bulk terminals
  • Break bulk
  • Cruise terminals
  • Ferry terminals
  • Special purpose
  • Military
  • Non-marine terminals
  • Terminal layout
  • Air freight facilities
  • Warehousing and transit facilities
  • Value-added services
  • LTL and consolidation
  • Cargo trans-loading and dispersal
  • Bonded storage

Day 2

M5 · The Harbor and the Vessel Voyage

M6 · Marine Terminal Operations

M7 · Cargo Management

M8 · Transportation Pricing

M9 · Regulatory Requirements and Legal Issues

The Harbor And The Vessel Voyage

  • Objectives
  • The voyage
  • Arrival requirements
  • Port selection
  • Definitions
  • Commercial port geography
Maritime Terminal Operations

  • Marine terminal functions
  • Operational parameters and focus
  • Operational objectives
  • Cargo management
  • Ancillary activities
  • Terminal functionality
  • Vessel handling
  • Cargo handling vessel to/from terminal
  • Cargo handling cycle
  • Equipment
  • Cargo handling equipment
    • Gantry cranes
    • Mobile harbour cranes
    • Yard gantry cranes
    • Straddle carriers
    • Reach stackers
    • Top loaders
    • Spreaders
    • Yard hustlers
    • Computer based terminal operating systems
  • Outbound processing
  • Vehicle and cargo inspection system
  • Cargo storage
  • On dock rail
  • Marine terminal shore side operations
  • Port and vessel operations
Cargo Management

  • Concepts of cargo management
  • Cargo classifications
  • The ocean bill of lading-B/L
  • B/L basic types
  • Customs regulations
  • Commercial invoice
  • Government invoice
  • Certificate of origin
  • Regulatory agencies
  • Security agencies
  • Pre-arrival review system (PARS)-Canada
  • TIR-EIR (trailer or equipment interchange receipt)
  • Cargo protection
    • The stowage plan
    • Planning the stow
    • Packing and stacking
  • Theft
  • Cargo surveys
  • Cargo claims
  • Parties that handle cargo
  • Booking cargo
  • Carrier tariffs
  • The common carrier
  • Freight forwarders
  • Customs house brokers
  • NVOCC
  • Vessel chartering
    • Types of charter parties
    • Standardized charter parties
    • Charter party terms
  • Detention & per diem
  • Demurrage
  • General average
  • Logistics interruptions
Transportation Pricing

  • Transportation costing
  • Rates and costs are generally based on volume
  • The shipper generally bears the cost
  • Shipper base costing
  • The logistics plan
  • Logistics considerations
  • Ocean shipping modes
    • Ships
    • Ocean going barge
  • Selecting options
  • Base rates
  • Special rates
  • Other rate structures
  • Costs just seem to keep stacking up
  • Common pricing mistakes
  • Terms of sale
    • F.A.S.-Free alongside ship
    • F.O.B.-Free on board
  • Origin-freight collect
  • Port selection
  • Petroleum is easiest to price
  • Trucks
  • Moving cargo is about details
Regulatory requirements and legal issues

Major requirements

  • International regulations
  • International obligations
  • Outgoing vessels
  • Incoming vessels
  • Legislation
  • Acts – general operations
  • Acts – security and shipping
  • Legislative process
  • Regulation and measures
  • General maritime regulations
  • TAT jurisdiction
  • Judicial impacts
  • Federal court
  • Where to be heard
    • Canadian Human Rights Commission
    • International
    • Cargo damage disputes
    • Disputes
    • Military cargoes
  • The enforcers
    • Canada
    • United states
  • National transportation system restoration plan
  • Common legal issues

Day 3

M10 · Tariffs, Terminal Regulations and Operating Plans

M11 · Safety and Security

M12 · Emergency Planning and Response

M13 · Business Development and Marketing with Panning Discussion

Tariffs, terminal regulations and operating plans

The Tariff

  • What’s in a tariff?
    • Tariff is an implied contract
    • Content
    • Purpose
    • Scope and application
  • Rights of port or terminal
    • Insurance
    • Control of vessels
    • Control of cargo
    • Control of property
    • Hazardous materials – hazmat
  • Other provisions in the tariff
    • Rates and charges
    • Dockage or berthage
    • Wharfage
    • Free time
    • Demurrage (above free time)
    • Miscellaneous charges
    • Terminal rules and regulations
    • Operating plans
    • Types
    • Composition
Safety and Security

  • US and Canada objectives
  • CBSA
  • USCBPS
  • Core efforts
  • Food and agricultural responsibility
  • Civilian and military treated similar
  • Inspections – inbound and outbound
    • Major focus
    • Applies to
  • Port security and port security plans
  • Enforced by flag state regulatory agencies
  • Port security planning
    • Port security plans
    • Terminal and facility security plans
    • Marine terminal security plans
    • Vessel security plans
    • Port security plan application
  • Port and terminal safety plans
    • Causes of accidents
    • Safety regulations
  • How plans are developed
  • Integration into practice
  • Regulators
    • Canada: Transport Canada MTSR
    • US: MTSA: Coast Guard 33CFR
  • Facilities
    • 100% of port workforce requires training
  • Vessels
    • 100% of port workforce requires training
  • Portstar
    • MARAD approved port training system
    • Developed with DHS funding to realize a 100% of port workforce trained
    • Training options: instructor led, online, or blended learning
Emergency planning and response

  • Objectives
  • Emergency management
  • Goals
  • Port emergency plan
    • Common topics
    • Common elements
  • Ports that handle specialized cargo need customized plans
    • Privacy concerns
    • Spans of control
  • Common agreements
  • Incident command system
    • ICS functions
    • ICS incident commander
    • ICS command staff
    • Incident command structure
    • Incident command center
    • ICS advantages
  • Priority of work
  • Post incident restoration
  • Unity of command
    • Unified command structure (UCS)
    • Span of control
  • Public relations
  • Safe port marketing
  • The media
  • Role of the ports
  • Role of the port executive
  • Role of drills and exercises
    • Drill participation
    • National transportation system restoration plan
  • Summary
Business development and marketing

  • Objectives
  • The success of a port is based on a diverse economic mix
  • Fundamentals
  • Business development
    • Development role
    • Success is based on best utilization of current assets
  • Utilization
  • Port planning and development
    • Planning principles
    • Community planning
    • Planning is the high altitude view
    • Incorporates reasonable investment
    • Requires stakeholder relationships
    • Must be customer satisfaction oriented
    • Is the result competitive and price sensitive
    • Utilizes targeted marketing
  • Marketing
    • Different than sales
    • Marketing foundations
    • Marketing tools
    • Cyberspace
    • Media
    • The personal relationship is a very effective marketing tool
    • Tracking your efforts
    • Questions to ask
    • Measurements

Day 4

M14 · Port and Facility Management

M15 · Administration and Finance

M16 · Public and Media Relations

M17 · Strategic and Master Planning

Port and facility management

  • Property management
  • Facility management
  • Ports are part of the larger community
  • The perception? Ports are just a bunch of docks
  • For every pier there needs to be supporting upland
  • Upland terminal requirements
  • Open piers are most flexible
  • Length of ship plus length of lines bow & stern
  • Container terminals use
  • Numbered grids for box staging
  • Access and expansion
  • Water access-expansion
  • Shallows can be filled
  • Incorporate support services
  • Value-added services
  • Get involved with roadway planning
  • Major off-property port considerations
  • Risk management of marine infrastructure assets
    • The issues
    • Common problems
  • Implications – legal & financial
  • Key components of successful property management
Administration and finance

  • Cost is key
    • Fixed costs
    • Variable costs
    • Port efficiency impacts costs
    • Shipper costs
    • Costs are most affected by labour
  • The way ports and facilities are managed impacts costs
    • Facility Management
    • Management Arrangements
  • Management
    • Staff functions and goals
    • Who manages the port
    • The port director
    • Deputy port director
    • Operations manager
    • Manager of administration and finance
    • Marketing manager
    • Manager of regulatory compliance
    • Manager of security
  • Terminal management
    • Terminal Staffing
    • Terminal manager
    • HR director
    • Budget and finance manager
    • Procurement manager
    • Communications and technology manager
    • Other admin staff
    • Marine manager
    • Other Ops staff
    • Support staff
  • Port finance
    • Sample terminal budget
  • Management and labour
    • Stevedore-longshoremen
    • The longshoring gang
    • Contracts
    • Largest NA unions
  • A&F summary
Public and media relations

  • What is public relations
    • The port’s public
    • The general public
  • Public as stakeholders
  • What is a crisis?
    • Possible crisis
    • Activists fuel crisis
  • The image of the port
  • Concern for the environment
  • The port and marine environment
  • Why a crisis has legs
    • The news needs news
  • News outlets are an effective vehicle
  • You cannot turn a bad story into a good story but you can compete for attention
  • Negative publicity often leads to knee-jerk reactions
  • Negative press
    • The slippery slope
    • Litigation
    • The public relations response plan
  • Make media contacts
  • Working with the media
  • The media conference
    • The opening statement
    • Some other key points
    • Be prepared for other than the press
    • Consider direct initiative
  • Manage information
  • Understand the mode
  • Best results
  • Some news is good news
Strategic and master planning

  • Planning is the foundation of management
  • Types of planning
  • What is the difference?
  • Strategic planning is setting goals for the port organization
  • Purpose of strategic planning
  • Purpose of master planning
  • Transportation/logistics planning
  • Cargo planning
  • Overall planning concepts
  • Plan development
  • Port planning is broad
  • Terminal planning is very specific
  • The terminal plan
  • Intermodal terminals
  • Intermodal terminal development
  • Intermodal terminal evolution
  • All terminals function the same way
  • Throughput and yield
  • Communities can limit terminal use
  • Executing the plan
  • Engaging the planners
  • Good public information and education is the key
  • Undertaking the planning process
  • Develop a conditional survey of facilities
  • Compare the historic trends to potential and perspective business
  • Develop infrastructure plans
  • Secure funding
  • Create benchmarks
  • Understand how to use consultant(s)
  • The master plan process
  • Define objectives
  • Identify strengths and weaknesses
  • Business analysis and development plan
  • Develop a strategic plan
  • Include the required details Product: strategic action plan and implementation schedule
  • Year one action items
  • Year one to five action items
  • 5-10 year action items
  • 10 + year action items

Day 5

Practical Exercises

Evaluation

CPE Certified Port Executive Program Agenda Baltimore March 23 – 27, 2015

DAY 1 DAY 2 Day 3 Day 4 Day 5
The Worldwide Transportation System The Harbour and the Vessel Voyage Tariffs, Terminal Regulations and Operating Plans Property and Facility Management Practical Exercise and Evaluation
The International Port Industry Marine Terminal Operations Safety and Security Administration and Finance Briefing
Language of the Industry Cargo Management Emergency Planning and Response Public and Media Relations
Port Governance and Management Transportation Pricing Business Development and Marketing with Planning Discussion Strategic and Master Planning
The Marine Terminal Regulatory Requirements and Legal Issues

WHY THE CPE PROGRAM

      • Enhanced management skills to bring back to your terminals, ports or maritime operations
      • Real world knowledge of port and terminal operation and management
      • Tools and knowledge to be able to advance your career
      • Interconnectedness with a global network of port management professionals

The CPE Certified Port Executive™ Program is registered trade mark of Group Macdonnell

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