CLTP Brochure

Chartering New Waters

CENTER FOR LOGISTICS AND TRANSPORTATION POLICY PROFESSIONAL TRAINING COURSES AND RESEARCH

Table of Contents PAGE

INTRODUCTION TO CLTP MISSION AND VISION MARIA BURNS, CENTER DIRECTOR

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RESEARCH AND TRAINING FOR INDUSTRY

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MANAGEMENT AND LEADERSHIP FOR EFFECTIVE COMMUNICATION AND DELEGATION

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TOTAL QUALITY MANAGEMENT SYSTEMS

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HAZARDOUS MATERIALS (HAZMAT)

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CRISIS MANAGEMENT AND HUMAN BEHAVIOR

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MARINE ENVIRONMENTAL ASSESTMENT

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OFFSHORE LOGISTICS AND OFFSHORE SUPPLY VESSELS

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PERSONAL SAFETY/SOCIAL RESPONSIBILITIES

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MARITIME OPERATIONS AND MANAGEMENT

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AMERICAN SOCIETY FOR TRANSPORTATION AND LOGISTICS (ASTL) COURSES

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CERTIFIED IN TRANSPORTATION AND LOGISTICS (CTL) COURSES

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INTERNATIONAL LOGISTICS CERTIFICATE

CROWD MANAGEMENT AND PASSENGER SAFETY

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DISCLAIMER, REFUND AND ATTENDANCE POLICY: DISCLAIMER: The training course providers reserve the right to re-schedule the training, subject to limited attendance (under 6 participants), or due to unforeseen circumstances, such as extreme weather, incidents, etc.

REFUND POLICY: Full refund will be possible 72 hours (3 business days) prior to class start date. No refunds will be made when class starts ATTENDANCE POLICY: Participants will receive training credit for all training courses as long as they attend and participate in all training activities and class assignments. If participants miss a portion of the training, and/or arrive late and/or leave early, the instructor will determine if they will receive training credit or will get an incomplete for that class. In case of incomplete, all participants will have the opportunity to complete their training at no extra charge in the next scheduled training, which will be held within the next 120 calendar days. In case of unforeseen circumstances, such as extreme weather, sickness, doctor’s visit or traveling obligations, all participants will have the opportunity to complete their training at no extra charge in the next scheduled training, which will be held within the next 120 calendar days.

ABOUT THE CENTER FOR LOGISTICS & TRANSPORTATION POLICY The Center for Logistics and Transportation Policy in the College of Technology at the University of Houston actively supports the development, research, and application of supply chain as its mission to facilitate transport movements globally and in the United States, particularly in Texas. The findings of our research and training are designed to bridge and support government, the industry, and the community. The Center’s mission is to provide you and your company practical solutions through research, education, and information. The Center strives to: RESEARCH • Conduct research to improve the supply chain logistics, transportation, safety, security, and environmental impacts on our city, county and region.

• Focus on evaluating and predicting security, safety, and operational effectiveness of transport and cargo.

• Offer comprehensive collective sets of courses designed and regularly updated to meet the ever growing demands of global business.

EDUCATE AND TRAIN Provide experiential professional training programs for your company and employees, with a full range of topics to optimize your employees’ understanding and knowledge in highly competitive areas, including supply chain and logistics, project management, six sigma, maritime, oil and gas transportation, safety, security, and environmental awareness.

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INFORM Inform the industry of educational, research, and networking opportunities at the Center and at the College of Technology, through participation with industry associations, academic organizations, and government bodies.

Maria G. Burns

Director, Center for Logistics and Transportation Policy

Professor Maria G. Burns serves as the Director for the Center for Logistics and Transportation Policy at the University of Houston. She is an appointed Member of the Transportation Sector on the Private Sector Advisory Council (PSAC), which is a special committee created to advise the Governor of Texas on Homeland Security issues. She is an Honorary Member of the United States Coast Guard Auxiliary, and the author of “Port Management & Operations” (2014), and “Logistics and Transportation Security: A Strategic, Tactical and Operational Guide to Resilience” (2015). In addition, Maria has developed a series of advanced training manuals approved by the National Maritime Center and the American Bureau of Shipping.

Maria’s doctoral research with Vrije University, investigates the interaction between economy and ecology in maritime industrial development areas. She has earned a Master of Science (Best Dissertation Award) in International Trade & Transport from the London Metropolitan University.

Maria serves as chair of the Supply Chain Security subcommittee of the Transportation Research Board of National Academies and editor of the Journal of Transportation Security (Springer). Multilingual, with global networks and work experience in Europe and Americas, she understands diverse cultures and has a proven track record of building and retaining international clientele. Before embarking on an academic career, she was a senior trainer and certified auditor for the American Bureau of Shipping. She supervised global presentations, training and audits pertaining to regulatory compliance, including maritime security (ISPS), safety (ISM), occupational health and safety (OSHA), environmental protection (ISO 14001, VGP) and quality (ISO 9001). She has participated in FEMA and US Coast Guard Auxiliary tabletop exercises and emergency response drills for security and safety.

Maria is an active member of the American Society of Transportation And Logistics (ASTL), the Society of Naval Architects and Marine Engineers (SNAME), the International Association of Maritime Economists (IAME), and the Lone Star Harbor Safety Committee.

Deeply committed to the Center’s mission as inspired by founder Joy Lloyd, Maria’s aim is to utilize state-of-the art technologies and interdisciplinary practices and regulations for security, safety, quality and the environment; and, to offer world-class courses with substantial value for the logistics, supply chain, oil & gas and maritime transportation professionals.

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Research and Training for Industry

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MANAGEMENT AND LEADERSHIP SKILLS FOR EFFECTIVE COMMUNICATION AND DELEGATION

COURSE DESCRIPTION Successful leaders are effective communicators who are capable of solving corporate challenges and managing to eliminate friction or mixed messages while motivating their teams. This course will help participants improve their leadership skills through effective communication, problem-solving, decision-making, time-management, people-management and resource-management.

This three-day training course offers a complete multi-layered examination of leadership and communication skills that impact corporate growth. Participants will become familiar with the best industry practices for strategic decision-making, leadership, effective communication and delegation, while reviewing case studies from various industry segments.

REGULATORY REQUIREMENTS The course complies with the STCW 2010 Convention; 46 CFR 11.305-11.321; 46 CFR 11.309(c)(1); 46 CFR 11.319(b) (1); 46 CFR 11.321(b)(1) and 46 CFR 11.329(a)(4)(iv) and (c); for Human Element Leadership, Teamwork and Management; and 20 CFR 664-667.

COURSE OBJECTIVES This course will help to expand the participant’s leadership potential through a focus on the following topics.

•Leadership maturity and self-management •Management styles such as integrator, administrator, entrepreneur, and producer •Leadership personality models that include supporting, coaching, delegating, and directing •Styles of corporate leadership such as participative, autocratic, and virtual leadership •Where today’s managers fail •Skills for managing and empowering people •Time and resource management •How to improve problem identification and problem solving skills •Understanding the role of corporate values in leading and building teams •How to handle “moments of tension” during negotiations and delegation of authority •Effective management skills and supervisory techniques that increase accountability

WRITTEN EXAM: A minimum written test score of 70% is required.

CERTIFICATION: Upon training and completion of exams, participants will receive a University of Houston Certificate of Training.

PRICE: $1,200 per person LOCATION: University of Houston or participant’s corporate premises

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TOTAL QUALITY MANAGEMENT SYSTEMS (TQM)

COURSE DESCRIPTION This training course provides participants with an in-depth understanding of the ISO 9001:2008 Standards for Total Quality Management, and demonstrates ways to improve corporate performance through standardized procedures, optimum utilization of resources and improved throughput. Participants will learn about the ISO 9001:2008 Standards and the requirements for regulatory compliance. Through several workshops, participants will be able to identify the methods of continuous improvement and become familiar with the best industry practices for quality systems. Developing the capability to apply the processes will lead to a notable improvement in performance.

REGULATORY REQUIREMENTS This course is in compliance with the following: •ISO 9001:2008 Standards for Total Quality Management •The USCG/NMC •The IMO/STCW 2010 Convention •10 CFR Quality Assurance Criteria •Packaging and Transportation for Nuclear Power Plants and Fuel Reprocessing Plants •FDA 21 CFR 820 Quality for Health & Human Services •21 CFR Part 11 for Quality in Manufacturing, Services & Utilities •49 CFR Quality Assurance for Transport of Hazardous Waste •23 CFR for Transportation Construction COURSE OBJECTIVES With a focus on the following topics, this course is designed to achieve corporate goals through a Total Quality Management (TQM) culture that improves performance and customer satisfaction.

•The necessity for Total Quality Management •Identifying areas of waste and strategies to eliminate it within the organization •Standardization of processes to boost performance through sustainability, customer satisfaction, and the elimination of waste •Effective quality management techniques for processes, records, and software •Review of quality management systems •Improving skills for identifying and solving problems •Using TQM to improve products and customer-related services •Analysis and measurement of resources to improve performance, customer satisfaction, and commitment to continuous improvement DURATION: 3 days or 24 hours WRITTEN EXAM: A minimum written test score of 70% is required.

CERTIFICATION: Upon training and completion of exams, participants will receive a University of Houston Certificate of Training.

PRICE: $1,200 per person LOCATION: University of Houston or participant’s corporate premises

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HAZARDOUS MATERIALS (HAZMAT)

COURSE DESCRIPTION This 40-hour HazMat training course combines lecture with practical training/drills covering all the material of the U.S. DOT Hazardous Materials Regulations. The course complies with the mandatory training requirements for the handling, documentation and transportation of hazardous materials USCG, STCW-95 Endorsement. It is ideal for diverse professions in a variety of industries including oil and gas, offshore, transportation, medical, occupational health, and maritime.

REGULATORY REQUIREMENTS (USCG, STCW-95 ENDORSEMENT) This training course is in compliance with the following: •49 CFR 1.53; 101-172-185 on HazMat transportation guides, HazMat response and HazMat segregation tables, pipeline safety •USCG and the IMO/STCW Convention, Regulation II/2, Sections A-II/2, B-V/b, B-V/c and Chapter 5 •The U.S. DOT Hazardous Materials Regulations (HMR) •29 CFR Part 1910, HazMat Response; Industry Requirements; Occupational Safety & Health Standards •33 CFR Part 155, Oil or Hazardous Material Pollution Prevention; Internal Combustion Engines •40 CFR Hazardous Wastes COURSE OBJECTIVES Course participants will attend a HazMat (dangerous goods) training that includes the regulatory requirements and practical, hands-on guidelines covering the HazMat documentation, compliance, handling, marking, labeling, and responding to a HazMat emergency. The scope of this training is to guide professionals into compliance, safety, security and social responsibility.

KEY TOPICS: •DOT Labels; NFPA HazMat Classification System; The nine HazMat classifications and subcategories – an overview of chemical composition, behavior and storage/carriage requirements •United Nations (UN) Numbers, chemical classifications, different cargo types of each category (demonstrated as case studies) and the segmentation matrix •HazMat rules, regulations and guidelines for documentation, labeling, marking for safe and secure handling and transportation •A comparison between sea, land, and air handling and transportation of hazardous materials, demonstrated through different case studies •A physics and chemistry perspective of HazMat •HazCom - the hazard communication protocol, and emergency response procedures •Safety and security planning to promote situational awareness and identify potential risks, errors in packaging and transportation; scanning cargo and identifying potential terrorist threats •HazMat technologies for scanning, handling, packaging and shipping DURATION: 5 days or 40 hours WRITTEN EXAM: A minimum passing score of 70% is required.

CERTIFICATION APPROVED BY STCW/USCG: Upon training and completion of exams, participants will receive a UH Maritime Certificate of Training, valid for 5 years.

PRICE: $1,100 per person LOCATION: University of Houston premises or participant’s corporate premises.

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CRISIS MANAGEMENT AND HUMAN BEHAVIOR

COURSE DESCRIPTION This course supports transportation and supply chain professionals who respond during an emergency incident. Through numerous drills, practical exercises and theories, participants will learn how to prioritize emergency response, build muscle memory, retain control during critical situations, and establish effective communication during a crisis.

REGULATORY REQUIREMENTS (USCG, STCW-95 ENDORSEMENT) This course is in compliance with STCW Code Section VII, VIII and IMO Model Course I.29, in addition to the following: •The STCW Convention, Regulation II/2, Sections A-II/2, B-V/b, B-V/c and Chapter 5 •33 CFR Emergency Response and Oil Or Hazardous Material Pollution •40 CFR Risk Assessment; Protection of Environment and Hazardous Wastes •49 CFR Parts 100-185 HazCom (Hazardous Materials & Communications •USCG 33 Offshore Orientation; U.S. DOT Hazardous Materials Regulations (HMR) •29 CFR Part 1910, Crisis Management Plan; Occupational Safety & Health Standards COURSE OBJECTIVES This course emphasizes the importance of emergency response and retaining control during critical situations to establish effective crisis communications. Upon completion, students will learn how to: •Organize emergency procedures in synchronicity with office and site emergency response teams •Manage and optimize utilization of resources •Safely control personnel during an emergency •Organize the safe movement of people and vehicles during evacuation •Learn from drills and industry best practices to prevent recurrence •Devise strategies for specific emergency plans, safety procedures regulations based on tailor-made site layout or ship design •Control all elements of structural / hull integrity and cargo safety •Monitor and control atmosphere in enclosed/cargo spaces DURATION: 1 day or 8 hours WRITTEN EXAM: A minimum written test score of 70% is required.

CERTIFICATION APPROVED BY STCW/USCG: Upon training and completion of exams, participants will obtain a UH Maritime Certificate of Training, valid for 5 years.

PRICE: $450 per person LOCATION: University of Houston or participant’s corporate premises.

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SPECIALIZED TRAINING FOR OFFSHORE LOGISTICS AND OFFSHORE SUPPLY VESSELS (OSVS)

COURSE DESCRIPTION There is a growing need for OSVs, new designs, fuel consumption (LNG/IFO/MDO), and regulations for the offshore and maritime industry. This training course offers a multi-layered examination of offshore supply vessels and the industry. Participants will become familiar with OSVs from a commercial, operational, technical, regulatory compliance, and management perspectives, considering a particular ship design and engineering layout. Students will further examine the offshore industry from economic, logistics and commercial perspectives.

REGULATORY REQUIREMENTS (USCG, STCW-95 ENDORSEMENT) 46 CFR; U.S. Coast Guard, DOT (Parts 90 - 139); USCG,NMC Circulars 16712/1997; 79 Fed. Reg. 48894; IMO Maritime Safety Committee ANNEX 29, Resolution MSC.235(82) 2006 The course is also in accordance to use and apply IMO Codes and Guidelines for Offshore Vessels; IMO Circular (MSC-MEPC.2/Circ.9) of 25 May 2010; IMO Guidelines for the Design and Construction of Offshore Supply Vessels (OSV); Guidelines for the Transport and Handling of Limited Amounts of Hazardous and Noxious Liquid Substances in Bulk on Offshore Support Vessels (LHNS); and the Construction and Equipment of Mobile Offshore Drilling Units (MODU) Code. Guidance on application of the IMO Special Purpose Ships (SPS) Code is given in Marine Guidance Note MGNXXA(M).

COURSE OBJECTIVES Upon completion, participants will be able to enhance their professional capabilities with a focus on the following topics: •The offshore industry’s economic environment, commercial operations, and regulatory policies •Offshore supply vessels -- from ship design and layout to auxiliary and Instrumentation systems •The operational and technical aspects, including structural integrity for hull and operational integrity for machinery •The International Maritime Organization (IMO) regulations and the US Coast Guard guidelines •Risk management: Accident, incident, near misses, and non-conformances •Vessel emergency response plans, emergency procedures, and rescue requirements •Cargo transfers, hull stresses, and operational procedures •Pollution prevention rules and occupational health and safety •EPA and MARPOL 73/78 Annex I and Annex II requirements; ballast water management •Information systems on hazards of cargo and confined space entry DURATION: 3 days or 24 hours WRITTEN EXAM: A minimum written test score of 70% is required.

CERTIFICATION: Upon exams completion participants will receive a University of Houston Certificate of Training, valid for 5 years.

PRICE: $1,100 per person LOCATION: University of Houston campus or participant’s premises.

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MARINE ENVIRONMENTAL ASSESSMENT

COURSE DESCRIPTION: Participants in this 3-day training course will learn about the environmental framework in line with the International Maritime Organization (IMO), MARPOL and SOLAS conventions, and the Manila Amendments to the STCW Code (2012). It covers elements of the ISM Code, including pollution prevention. Participants become familiar with the environmental challenges and required environmental practices by management, officers, and crew, including the operational and technical duties. Students will understand the necessity of implementation and compliance to codes and regulations and how these relate to the new pollution prevention measures and environmental protection.

REGULATORY REQUIREMENTS (USCG, STCW-95 ENDORSEMENT) This training course is in compliance with STCW Code USCG, IMO, Revised STCW Code 2012, Chapter VI Basic Training & Chapter II and III: Officers’ Knowledge, Understanding and Awareness.

•Environmental Protection Agency regulations •US Coast Guard/NMC •STCW Convention, Regulation II/2, Sections A-II/2, B-V/b, B-V/c and Chapter 5 •33 CFR Emergency Response and Oil Or Hazardous Material Pollution •40 CFR Risk Assessment; Protection of Environment and Hazardous Wastes •49 CFR Parts 100-185 HazCom (Hazardous Materials and Communications) •USCG 33 Offshore Orientation. The U.S. DOT Hazardous Materials Regulations (HMR) •29 CFR Part 1910, Crisis Management Plan; Occupational Safety and Health Standards COURSE OBJECTIVES This course will offer students an in-depth analysis of environmental marine awareness from regulatory, administrative, operational, technical aspects, in particular: •An overview of the marine and offshore pollution -accident and pollution statistics •MARPOL and SOLAS regulatory standards and requirements •Invasive species and ballast water treatment systems •Technologies, methods and protocols for sustainable environmental protection •An ecological and chemical analysis of maritime sources of pollution and impacts •Shipboard and offshore practices, and environmental compliance •The “human element” contribution in pollution prevention •Best industry practices on board and ashore •Crisis management, human error and fatigue •Safety and social responsibility in maritime environmental protection •Identifying the key areas where today’s managers fail •Corporate environmental values - integrity, strategy, and vision DURATION: 3 days or 24 hours WRITTEN EXAM: A minimum written test score of 70% is required.

CERTIFICATION: Upon training and completion of exams, participants will receive a University of Houston Certificate of Training.

PRICE: $600 per person LOCATION: University of Houston or participant’s corporate premises.

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CROWD MANAGEMENT AND PASSENGER SAFETY

COURSE DESCRIPTION: This course offers the situational awareness, familiarization, and safety knowledge needed by crowd professionals, both ashore and at sea. It is ideal for crowd managers, safety/security professionals, emergency responders, oil and gas and maritime professionals, and crew of passenger and ro-ro vessels, in addition to companies that handle large volumes of passengers.

REGULATORY REQUIREMENTS (USCG, STCW-95 ENDORSEMENT) DOT Regulations, DHS/USCG Regulations; STCW Code Section VII, VIII and IMO Model Course I.28; 33 CFR 104105: Crowd Management and Control Techniques; Security-related Discrepancies; Vessel & Facility Personnel with Security Duties; TWIC Cards; 49 CFR US DOT Requirements for Crowd Control, Security Threats and Patterns.

COURSE OBJECTIVES This course will offer in-depth analyses of crowd control and management techniques.

•Situational awareness and incident prevention •Techniques for crowd management and control •Statistics and regulatory compliance •Safety incidents such as extreme weather, structural fatigue, collision •Security incidents such as terrorist attacks, hijacking, and piracy •Risk assessment, contingency planning, emergency response and emergency communication •Familiarization with safety and emergency equipment •Drills, table-top exercises, training for building “muscle memory” DURATION: 1 day or 8 hours WRITTEN EXAM: A minimum written test score of 70% is required.

CERTIFICATION APPROVED BY STCW/USCG: Upon training and completion of exams, participants will receive a Maritime Certificate of Training, valid for 5 years.

PRICE: $450 per person LOCATION: University of Houston or participant’s corporate premises.

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PERSONAL SAFETY / SOCIAL RESPONSIBILITIES (PSSR)

COURSE DESCRIPTION This 8-hour training course covers the safety regulations, preparedness and practices that align with the International Maritime Organization (IMO), MARPOL and SOLAS Conventions and the Manila Amendments to the STCW Code (2012). It covers elements of the ISM Code and safe ship operation. This lecture and handson training will teach participants the different personal protective equipment, emergency preparedness and response drills.

REGULATORY REQUIREMENTS (USCG, STCW-95 ENDORSEMENT) The training course is in compliance with: •USCG and the IMO/STCW Convention, Regulation II/2, Chapter VI, Table VI/1, sections A-VI/1, A-VI/2, A-VI/3, and A-VI/4; Table A-VI/1-4 •29 CFR 1910 OSHA & Occupational Safety and Health Standards; Safety Management of Highly Hazardous Chemicals, explosive and blasting agents; HazMat Response; Industry Requirements •40 CFR Risk Management •12 CFR Risk Management Record Keeping •46 CFR Basic Safety Training or Instruction •49 CFR 1.53; 101-172-185 on HazMat Transportation Guides, HazMat Response, HazMat Segregation Tables, Pipeline Safety •The U.S. DOT Hazardous Materials Regulations (HMR) •33 CFR Part 155, Oil Or Hazardous Material Pollution prevention; Internal Combustion Engines COURSE OBJECTIVES This course offers an in-depth analysis of marine safety from a regulatory, administrative, operational, technical and emergency response perspective. The following topics will be covered.

•USCG, OSHA and IMO/STCW: Safety regulations, statistics and incidents •Safety and cargo planning including capacity plans , general arrangement plans •Dead weight scales and stowage plans •Ship classification - ships flags, inspections •Familiarization with safety equipment and personal protection equipment •Emergency signals; safety technologies; ship designs; Plimsoll marks •Safety rules of physics and chemistry and HazMat •Enclosed space entry, working aloft •Safety measures and safety incidents •Drug and alcohol policies and statistics •Safety drills, tabletop exercises •Lock Out Tag Out DURATION: 1 day or 8 hours WRITTEN EXAM: A minimum passing score of 70% is required.

CERTIFICATION APPROVED BY STCW/USCG: Upon training and exams completion, participants will receive a Maritime Certificate of Training, valid for 5 years.

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MARITIME OPERATIONS AND MANAGEMENT

COURSE DESCRIPTION: This training course offers a multi-dimensional overview of the maritime industry, which represents over 80% of global transportation. The industry consists of 60,000 ocean-going vessels, 40,000 inland waterway/ short sea vessels, over 10,000 hub ports, and multiple thousands of terminals. Participants will understand the significance of shipping in the entire global supply chain and how the global economy, trade, transport, stock markets and commodity markets are closely related to shipping. The course combines theoretical and practical approaches with case studies, workshops and best industry practices. This training will significantly expose participants to this industry, which is rapidly growing in the US and the rest of the world.

COURSE OBJECTIVE In this training, participants will become familiar with the conceptual, regulatory, operational, technical and economic aspects of the maritime industry, including: •The shipping market, including commodities, geography, and trade routes •Ship owners, cargo owners/freight forwarders •Career paths, functions, practices, and documentation related to ship management, ship agents, and brockers •Cargo documentation and contracts : Ship charter-parties, bills of lading, incoterms, lay time, dispatch, and demurrage •Vessels: basic dimensions, design and construction features of decks, holds, hatches, derricks, winches, cranes and specialized cargo handling gear •Tankers for oil and gas trade and chemical tankers: double hulls; pumps, pipelines, manifolds, cargo heating, crude oil washing (COW), inert gas systems (IGS), segregated ballast tanks (SBT).

•Vessel Types:

-Dry: Size, supramax, panamax, post-panamax, capesize

-Wet: Crude, ultra large crude carrier, very large crude carrier, suezmax, aframax

-Product carriers, chemical carriers, gas carriers •Various offshore supply vessels: Multi-purpose, container ships, articulated and integrated tug barges, roll-on/ roll-off •Break Bulk •Difference between liner and tramp ships •Maritime chartering and naval architecture •Engineering terminology

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In addition, participants will learn about different aspects of measurement and dimensions, including: •Length Overall (LOA) •Length Between Perpendiculars (LBP) •Draft •Air draft •Dead weight (DWAT and DWCC) •Displacement (Total and Light) •Tonnages (NT and GT) •Capacities (bale and grain, twenty-foot equivalent units, lane metres) •Down but not full, full but not down; plimsoll marks •Cargo Planning: Capacity and general arrangement planning •Dead weight scales •Stowage planning •Ship classifications, flags, inspection processes •Charterer vetting and acceptability for dry and liquid products •Vetting inspections and questionnaires DURATION: 5 days or 40 hours WRITTEN EXAM: A minimum written test score of 70% is required.

CERTIFICATION: Upon training and completion of exams, participants will receive a University of Houston Certificate of Training.

PRICE: $1,500 per person LOCATION: University of Houston or participant’s corporate premises

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PROFESSIONAL DESIGNATION IN LOGISTICS AND SUPPLY CHAIN MANAGEMENT (PLS)

COURSE DESCRIPTION: This module satisfies the requirement for a professional designation in lean logistics and supply chain management. The purpose of the PLS is to recognize individuals who have completed a course of study that examines strategies for improving lean logistics and supply chain operations and are seeking to apply this knowledge within their profession. The designation is granted to individuals that have successfully passed a comprehensive examination and completed an undergraduate college degree from an accredited academic institution or four years of professional experience. While much focus is directed to the application of lean logistics in manufacturing operations, the principles of this process improvement method are readily used in logistics. Lean logistics identifies opportunities to reduce costs, streamline operations, and better serve customers by addressing waste in inbound and outbound inventory flows.

COURSE OBJECTIVES In this course, participants will learn how to reduce logistics costs and improve efficiencies in logistics operations, with a focus on the following topics.

•Strategic thinking and lean logistics •Corporate performance measurement •Inventory positioning •Lead time management •Synchronization of activity between supply chains and firms •Managing international networks •Risk management •Implementation of the value chain vision among supply chain partners •Leveraging vision into competitive capabilities DURATION: 3 days or 24 hours WRITTEN EXAM: The exam series includes multiple-choice questions relating to definitions, understandings of concepts, discussion of the relative merits of various issues, and the development of approaches to hypothetical situations. The examination’s proctor will be a Certified Member of AST&L. CERTIFICATION: Upon training and completion of exams, participants will receive a University of Houston Certificate of Training.

PRICE: $1,200 per person LOCATION: University of Houston or participant’s corporate premises.

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CERTIFIED IN TRANSPORTATION AND LOGISTICS (CTL)

COURSE DESCRIPTION The CTL Training has been recognized as the premier credential in the transportation/logistics industry since the initial AST&L Certified in Transportation and Logistics Certification Program in 1948. The six exam modules are constantly revised to meet the needs of transportation logistics professionals. To qualify, an individual must be an active member of AST&L and have earned an undergraduate degree or have at least three years of professional experience.

The certification is granted to individuals who successfully complete six of the following exam modules: COMPULSORY SUBJECTS/MODULES 1. Transportation Economics and Management 2. Logistics Management 3. International Transport and Logistics ADDITIONAL ELECTIVE SUBJECTS/MODULES 1. General Management Principles and Techniques 2. Lean Logistics 3. Logistics and Supply Chain Strategy 4. Logistics Finance 5. Supply Chain Management 6. Creative Component Options: 1. 10,000 word essay 2. In-depth coverage of a specific industry (maritime, HazMat, oil and gas commodities) DURATION: 8 days or 126 hours 6 modules are equivalent to 3 days (21 hours per module)

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CTL COMPULSORY SUBJECTS/MODULES

1. TRANSPORTATION ECONOMICS AND MANAGEMENT • Application of demand, cost, and pricing principles to transportation • The operating, service, and financial characteristics of the various modes and types of transportation • Managerial issues in transportation COURSE OBJECTIVES The Transportation Economics and Management module provides an understanding of: •The relationship and cost trade-offs occurring between transportation and other logistics functions •How the operating and service characteristics of each mode affect cost, performance, and the products moved •The economic principles that provide a foundation for transportation costing and pricing •Shipper and carrier strategies employed to reduce costs and improve performance 2. LOGISTICS MANAGEMENT Logistics is that part of supply chain management that plans, implements, and controls the efficient, effective forward and reverse flow and storage of goods, services, and related information between the point of origin and point of consumption in order to meet customers’ requirements (The Council of Supply Chain Management Professionals’ definition of logistic management).

COURSE OBJECTIVES The Logistics Management module explores several different facets of the Supply Chain Management Professionals Council definition, including: •Promoting an understanding of the functions comprising logistics, how these functions interact, and how logistics can be managed as a system to reduce total cost •Recognizing how logistics affects customer service, corporate performance and competitive advantage •Identifying the key logistics processes that span multiple enterprises •Examining ways that logistics as a supply chain process creates value for the end-user and key stakeholders •Developing effective strategies for logistics managers to improve corporate performance while simultaneously increasing customer service 3. INTERNATIONAL TRANSPORT AND LOGISTICS The International Transport and Logistics module provides the foundation required for understanding logistics processes required in moving goods and people across international boundaries, the transportation modes used in such movement and current logistics issues in the global environment.

COURSE OBJECTIVES •Explain the key differences between domestic and international logistics and how these differences impact logistics practice and performance.

•Develop and evaluate different strategies to effectively manage logistics processes on a global basis •Explore the role and importance of key logistics intermediaries that facilitate global trade

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CTL ELECTIVE MODULES

1. GENERAL MANAGEMENT PRINCIPLES AND TECHNIQUES The General Management module promotes a fundamental understanding of four key business areas: Accounting, finance, marketing, and information systems. This module stresses the application and use of these concepts in transportation and logistics management.

COURSE OBJECTIVES Promote and understanding of: •The interrelationships between general management concepts and the transportation/logistics function •Basic accounting concepts and the accountant’s role in providing information to internal and external users •Financial statements and comprehending the firm’s financial positioning of assets, liabilities, and owners’ equity within its business strategy •Accounting statements and developing additional data to support management decision-making •Financial ratios, cost of capital, inventory fundamentals, and strategies for managing the cash conversion cycle •How marketing contributes to improved performance in the marketplace •The critical role of marketing in organizations including organizational buying, and demand forecasting •Marketing/distribution strategies for different stages of the product life cycle •How an information system is designed and its data requirements •The applications of information systems in areas such as electronic data interchange, artificial intelligence, and expert systems

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2. LEAN LOGISTICS The Lean Logistics module examines the application of lean principles to the function and activities of logistics management. While much focus is directed to the application of lean in manufacturing operations, the principles of this process improvement method find ready use in logistics. Lean logistics identifies opportunities to reduce costs, streamline operations, and better serve customers by addressing the many wastes found in inbound and outbound inventory flows. This module examines these wastes and provides tools for identifying and addressing logistics problems. Focus is directed toward reducing logistics costs, improving logistics service, and removing impediments and bottlenecks to efficient, effective operations.

COURSE OBJECTIVES • Introduction of lean principles and practices • Application of lean principles to inbound and outbound aspects of logistics activity • Recognition of the cost-service trade-offs found in logistics • Improved coordination between logistics management and the other functional areas of the company • Understanding the contribution of logistics to the lean enterprise and improved supply chain operations 3. LOGISTICS AND SUPPLY CHAIN STRATEGY This CTL module satisfies the requirement for a professional designation in logistics and supply chain management. The purpose is to recognize individuals that have completed a course of study examining the strategies for improving logistics and supply chain operations and are seeking to apply this knowledge within their profession.

COURSE OBJECTVES The designation is granted to individuals that have successfully passed a comprehensive examination and completed an undergraduate college degree from an accredited academic institution or four years of professional experience. The logistics and supply chain strategy module includes the: •Supply chain concepts •Approaches employed to obtain a competitive advantage through supply chain management •Techniques employed to improve the performance and efficiency of supply chains •Effect of interdependent activities and firms on overall performance and behavior •Approaches for measuring performance in the supply chain •Strategies for managing the supply chain •Different inventory management approaches employed in the supply chain •Understanding the trade-offs made in managing supply chain activities •Issues involved in managing supply chain processes •Role of logistics management and its effect on supply chain performance

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CTL ELECTIVE MODULES

4. LOGISTICS FINANCE The Logistics Finance module promotes a fundamental understanding of the costing and revenue models used to monitor, evaluate, and control modern supply chain and logistics systems. This module emphasizes the application and use of these concepts in transportation and logistics management.

COURSE OBJECTIVES Within this context, the objectives for the Logistics Finance module include: •Why logistics finance is important •How logistics finance models are designed •The variety of logistics revenue and costing models that is currently in practice •The contexts in which the various applied models are efficient and effective, as well as the contexts in which certain models do not achieve results •The sources of data and collection techniques necessary to use the models •The history of logistics finance and the rationale of revenue versus cost based systems •The strategic and functional uses of logistics finance information •How to calculate basic numerical values used in the majority of models 5. SUPPLY CHAIN MANAGEMENT “Supply chain management is the integration of key business processes from end user through original suppliers that provide products, services, and information that add value for customers and other stakeholders.” (Global Supply Chain Forum, 2000).

COURSE OBJECTIVES This CTL module explores the key processes comprising the supply chain and the strategies managers have employed to collaborate with trading partners to increase the value created and gain a competitive advantage.

•Differences between logistics and supply chain management • Key processes comprising the supply chain and their interrelationships •Management of components and their effect on supply chain management •Strategies, tactics, tools and techniques that have been demonstrated to be the most effective in implementing supply chain management

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6. CREATIVE COMPONENT Transportation and logistics professionals are increasingly called upon to communicate in a myriad of formal and informal ways. The evolving complexity of the field, the development of electronic information systems, technological innovations and the development of different management structures and styles, calls for creative communications skills.

COURSE OBJECTIVES This course will explore and examine specific areas of interest to the professional to: •Increase knowledge in area related to the individual’s professional field •Provide an opportunity to develop and display communications skills through either a formal research paper, an informal research project, or by analyzing a case •Apply analytical and communication skills in this area •Obtain feedback and guidance from a leading academic in transportation and logistics CREATIVE COMPONENT OPTION 1: 3-day course: In-depth coverage of a specific industry such as maritime, HazMat, and oil and gas commodities CREATIVE COMPONENT OPTION 2: The candidate must write an original, documented paper on a special aspect of traffic, transportation, logistics or distribution management in lieu of an online exam. Grading will be on a pass-fail basis. The candidate must submit the title and outline to be reviewed and approved by the examiner. The subject should be one with which the candidate is familiar by virtue of employment, or one in which he/she is particularly interested or specifically qualified to write. A work-related case study would be a good choice for many candidates. It is recommended that the paper thoroughly cover a narrow subject, rather than superficially treat a broad one.

WRITTEN EXAM: The exam series (multiple choice format) includes questions relating to definitions, understandings of concepts, discussion of the relative merits of various issues, as well as development of approaches to hypothetical situations. The examination’s proctor will be a Certified Member of AST&L. CERTIFICATION: Upon training and completion of exams, participants will receive a University of Houston Certificate of Training.

PRICE: $7,770 per person ($1,295 per person X 6 modules) LOCATION: University of Houston or participant’s corporate premises.

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INTERNATIONAL LOGISTICS CERTIFICATE (ILC)

COURSE DESCRIPTION: This module satisfies the requirement for a professional designation in lean logistics and supply chain management. The purpose is to recognize individuals that have completed a course of study examining the strategies for improving lean logistics and supply chain operations and are seeking to apply this knowledge within their profession. The designation is granted to individuals that have successfully passed a comprehensive examination and completed an undergraduate college degree from an accredited academic institution or four years of professional experience.

OVERVIEW OF SUPPLY CHAIN In this survey course, all of the elements of the supply chain are identified. Linkages from one element of the chain to another are reviewed. It addresses the theory of supply chain management. Participants will examine the business impact of product movements within the value chain.

INVENTORY MANAGEMENT The different uses of inventory, importance of inventory strategy, and examples of different strategies are discussed. Different patterns of inventory flow, and the utilization of equipment to optimize those flows will be illustrated. The concept of inventory accuracy and its importance to the financial organization and cash flow will be demonstrated. Real examples will be offered so that each student can identify the relevance to his or her own experience.

GLOBAL SOURCING In today’s world, companies buy parts, supplies, and products from all over the world. Sourcing internationally brings opportunities and challenges, including legal, regulatory and risk which will be identified and discussed. Other considerations of international business are incorporated, including culture, language, economic sophistication, banking and physical transportation.

INCO TERMS This essential information in a contract between buyers and sellers globally will be examined. The financial and operational responsibilities of both the buyer and seller are specifically identified. The assumption of risk for each party for each of the 11 INCO terms will be unveiled. Common mistakes and myths will be identified.

DOCUMENTATION This course reviews all of the required documents and corresponding regulatory agencies used to move a shipment to/from the United States. Forms are specifically examined and common mistakes identified in an effort to provide practical hands-on capability to use the forms.

INTERNATIONAL TRANSPORTATION REGULATIONS An overview of the key regulations, such as Foreign Corrupt Practices Act, provides an understanding of how to ensure that shipments are moved legally throughout the world. This course focuses on US origin/ destination cargo, including elements of laws outside the US as examples of how to legally move cargo.

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INTERNATIONAL LOGISTICS CERTIFICATE (ILC) EXPORT PROCEDURES This course includes all of the basic steps and documents required to move a US origin piece of cargo outside of the country. The use of supporting service providers, such as freight forwarders, cargo packers, and government agencies will be examined, with the goal that the essentials of an export shipment are clear and understood.

IMPORT PROCEDURES This course includes the basic steps and documents required to import cargo into the US. Particularly, the relationship with US Customs, for cargo clearance and customs duty application is examined in detail.

Supporting service providers, such as licensed customs brokers and security clearances will be discussed.

TRANSPORTATION ECONOMICS Since transportation is the link, which holds the supply chain together, the need for transportation to be value added and cost optimized is examined here. The different costs and rate basis for each mode will be discussed.

Impacts of a wide variety of factors on transportation costs will be addressed in order that the elements, which are essential to generate the best value for the customer and service provider are understood.

RISK MANAGEMENT/INSURANCE The concept of balancing the risk of transactions with the reward of successful completion is reviewed in practical real world examples. The introduction of insurance to minimize risk and how such risk is minimized will also be discussed. Examples of when risk is greater than reward are demonstrated. Graphic examples of situations in which insurance could have played a role are shown. This course is also known as the “Disaster Show”.

LETTERS OF CREDIT AND OTHER PAYMENT CHOICES Paying for your transactions in the international marketplace brings unique challenges and this course provides the rationale for using letters of credit and other financing and payment options. Step-by-step process reviews of the issuing/payment process are examined, in order to thoroughly understand just how and when these documentary options can be used successfully.

INTERMEDIARIES Intermediaries are essential to timely, successful movement of cargo from origin to destination. This course will describe these different types of service providers and the various services offered in the supply chain.

Discussion will include the differences and similarities of the role of these providers and their offerings in different areas of the world.

DURATION: 5 days or 35 hours WRITTEN EXAM: A minimum written test score of 70% is required. Exam questions are multiple choice format.

The exam series includes questions relating to definitions, understandings of concepts, discussion of the relative merits of various issues, as well as development of approaches to hypothetical situations.

CERTIFICATION: Upon training and participants will receive a University of Houston Certificate of Training.

PRICE: $2,495 per person LOCATION: University of Houston or participant’s corporate premises

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Professor Maria G. Burns Center for Logistics and Transportation Policy University of Houston College of Technology 300 Technology Building Office#375 Houston, Texas 77204-4021 Phone: 832-663-2746 Email: mburns2@uh.edu

www.uh.edu/cltp

The University of Houston is an EEO/AA institution.