VEA AUDIT - DIRECT TO PORT (PRE VESSEL)

• Vessel code/Vessel Name

• Location (Port)

• Prepared by

• Conducted on

  Date
• Location
  Address

Account Specialist

Account Specialist to coordinate the following with customers: * If port with PTO(Permit to Operate) (ask operations), check trucks of customers * Customer Warehouse Space to pile allocation of stocks * 24 hour operations

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 7 Days before vessel starts

  Select

SO(Sales Order) Per Customer Per SKU(Stock Keeping Unit) 3 Days before vessel starts

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 3 Days before vessel starts

  Select

Sales Final Allocation *Warehouse, Customer Pullout and Shipsides *Must be in UNITS; Must indicate SO(Sales Order) per customer per SKU(Stock Keeping Unit) *Must post Screenshot and Standard File in Vessel Group

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 3 Days before vessel starts

  Select

Revision of Sales Final Allocation, posted in Vessel Viber Group *Resend Screenshot and Standard File in Vessel Group

• Compliant or Non-Compliant?

  Yes

  No

  N/A

Importations and Compliance

Stowage Plan and Sample Bags posted in Vessel Group

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 3 Days before vessel starts

  Select

Sample Bags posted in Vessel Group

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 3 Days before vessel starts

  Select

Conditional Release processed (softcopy sent to Port Specialist)

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 2 Days before vessel starts

  Select

Duties and Taxes coordinated and paid

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 1 Day before vessel starts

  Select

Discharging Permit processed

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 1 Day before vessel starts

  Select

Shipside Permit processed

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 1 Day before vessel starts

  Select

Logistics Execution Specialist

Hustling finalized with chosen hauler And delivery transactions in port * Check if with PTO(Permit to Operate)

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 7 Days before vessel starts

  Select

NTW Per Customer *Released by LES to Vessel Group

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 3 Days before vessel starts

  Select

Port Specialist

Fortem PORT Documents requested to Head Office by Admin (for replenishment IF NEEDED): DR(Delivery Receipt), PTW(Port to Whse), Gate Pass

• Compliant or Non-Compliant?

  Yes

  No

  N/A

Berthing meeting attended by Port Specialist, ROO / OIC and PCO

• Compliant or Non-Compliant?

  Yes

  No

  N/A

Other requirements stated in Berthing Meeting discussed with ROO, PCO and FOM

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 7 Days before vessel starts

  Select

Pre - Ops meeting (All officers and PF must attend)

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 3 Days before vessel starts

  Select

Computations of PPA Charges(Philippine Ports Authority) (Wharfage: Portside or shipside) and send to accounting

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 4 Days before vessel starts

  Select

Computations of Cargo Handler and send to accounting

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 4 Days before vessel starts

  Select

VIBER to Accounting receiving of PPA (Philippine Ports Authority) of Deposit Slip and 2307 (Witholding)

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Date posted on Viber (Vessel Group)

  Select

EMAIL to Accounting receiving of PPA (Philippine Ports Authority) of Deposit Slip and 2307 (Witholding)

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Date documents emailed?

  Select

VIBER to Accounting OR Copy immediately upon payment

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Date posted on Viber (Vessel Group)

  Select

EMAIL to Accounting OR Copy immediately upon payment

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Date documents emailed?

  Select

Port Specialist prepare VDR: *Ready for encoding *Input PTW(Port to Whse) Plan and Per Customer Plan, Per SKU(Stock Keeping Unit) based from Customer Sales *Per hatch tab based on stowage

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 2 Days before vessel starts

  Select

Port Specialist print and prepare Tally Sheet: * 1 Tally Sheet Per Customer Per SKU(Stock Keeping Unit) * PTW(Port to Whse) Tally Sheet PER WAREHOUSE DOOR based on Mapping Plan by OIC * Picture sent in Vessel Group (1pic only side by side) to check fill out of details * Details fully accomplished (printed according to plan) * Allocation per customer checked and input in Large Font and equal to Sales Final Allocation per customer

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 2 Days before vessel starts

  Select

Discharging Permit pickup by Port Specialist

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 2 Days before vessel starts

  Select

Shipside Permit picked up by Port Specialist and give copy to clearing officer the ff: a. Shipsides (for processing of Lighterage Permit b. NOA(Notification of Arrival) c. ABA(Application of Berth Anchorage) in PPA(Philippine Ports Authority)) * PS to coordinate with Local Vessel

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 1 Day before vessel starts

  Select

Fortem PORT Documents prepared / requested to admin by PS: a. DR(Delivery Receipt) b. PTW(Port to Whse) c. Gate Pass (if needed) * Make sure accountability form to Port Specialist by Admin per series numbers of documents released1 Day before vessel starts

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 1 Day before vessel starts

  Select

LIVE CASCADE to CHECKER (AM and PM Shift): a. DO NOT GO BEYOND ALLOCATION IN TALLY SHEET (reminder for PS to update always allocation in tally sheet based on changes by sales allocation) b. Print BLANK Tally Sheet, Blank sample DR(Delivery Receipt), Blank Sample PTW(Port to Whse) (Per Checker) for sample input coaching c. How to write in Tally Sheet (MUST DO ACTUAL SAMPLE, 10 entries) - How to do total and running total computation (MUST DO SAMPLE, 10 entries) OIC Must be present in cascade

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 1 Day before vessel starts

  Select

Average Waiting Time

• Compliant or Non-Compliant?

  Yes

  No

  N/A

• Timeliness (On-time or Late)? - 2 days target from Arrival to Bert

  Select