Unit of competency details

Release

Action

Core/Elective

Details

Points

2

Edit

N/A

Show full pre-req chain in the unit

2

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Replaced "essential knowledge and associated skills" with "required skills and knowledge"

2

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Inserted topic numbering in Required Skills and Knowledge

Unit Descriptor 

1) Scope: 

1.1) Descriptor 

This unit covers the management of instrumentation and control projects involving design, modifications, installation, and/or maintenance of systems and equipment. The unit encompasses covers management of safety, budget variation, personnel, resources, critical path timelines and completion of documentation.

Application of the Unit 

2) 

This unit is intended for competency development entry-level employment-based programs incorporated in approved contracts of training. It applies to any formal recognition for this standard at the aligned AQF 6 level or higher.

License to practice 

3)  

The skills and knowledge described in this unit do not require a license to practice in the workplace. However, practice in this unit is subject to regulations directly related to occupational health and safety and where applicable contracts of training such as apprenticeships.

Prerequisite Unit(s) 

4)  

Competencies 

4.1) 

Granting of competency in this unit shall be made only after competency in the following unit(s) has/have been confirmed.

Unit Code

Unit Title

UEENEEE101A

Apply Occupational Health and Safety regulations, codes and practices in the workplace

Literacy and numeracy skills 

4.2)  

Participants are best equipped to achieve competency in this unit if they have reading, writing and numeracy skills indicated by the following scales. Description of each scale is given in Volume 2, Part 3 ‘Literacy and Numeracy’

Reading

3

Writing

3

Numeracy

3

Employability Skills 

5)  

This unit contains Employability Skills

The required outcomes described in this unit of competency contain applicable facets of Employability Skills. The Employability Skills Summary of the qualification in which this unit of competency is packaged will assist in identifying Employability Skill requirements.

6)  Elements describe the essential outcomes of a competency standard unit

Performance Criteria describe the required performance needed to demonstrate achievement of the element. Assessment of performance is to be consistent with the Evidence Guide.

ELEMENT 

PERFORMANCE CRITERIA 

1

Establish the scope of the project.

1.1

OHS processes and procedures for a given work area are identified, obtained and understood

1.2

Project deliverables and budget are established from project planning and other relevant documentation and from discussions with appropriate person(s).

1.3

Measurable outcomes are identified to evaluate the project on completion from project planning and other relevant documentation.

1.4

Plant, materials and skills needed to meet project outcome are established from project planning and other relevant documentation.

1.5

Processes and procedures are developed for managing contract variations from discussions with appropriate person(s) and in accordance with contractual agreement.

2

Manage project.

2.1

OHS policies, procedures and programs are implemented and monitored.

2.2

Achievement of project outcomes is delegated to appropriately competent persons involved in the project.

2.3

Risk events are identified and project plan strategies implemented to ensure that outcomes are achieved to the required standard of quality specified in the contract and safety required by organisation policy.

2.4

Procurement processes and procedures are monitored to ensure on time supply of plant and materials and in accordance with organisation policy.

2.5

Project is progress is monitored against schedule, quality requirements and budget.

2.6

Conflict issues at the work site and between stakeholders, clients and regulators are identified and managed in accordance with organisation policy.

2.7

Variations are managed in accordance with agreed processes and in accordance with the contract.

2.8

Project records are maintained and progress reports written and forwarded to appropriate person(s).

3

Complete project.

3.1

Project outcomes are reviewed against original plan, implemented risk strategies, contract variations, safety record and budget.

3.2

Project completion acceptance is sought from appropriate person(s) and handover documented in accordance with organisation policy.

REQUIRED SKILLS AND KNOWLEDGE 

8)  This describes the required skills and knowledge and their level, required for this unit.

Evidence shall show that knowledge has been acquired of safe working practices and managing control projects.

All knowledge and skills detailed in this unit should be contextualised to current industry practices and technologies

KS01-EI134A 

Instrumentation and control project management 

T1

Evidence shall show an understanding of instrumentation and control project management concepts to an extent indicated by the following aspects:

T2

• Defining project parameters: Project scope; Project stakeholders and clients; Project phases and the relationship between phases; Time requirements and limitations; Resource requirements and limitations; Quality requirements and limitations.

T3

• Time management: time management concepts; standard practices for ensuring a project runs to time and the like

T4

• Financial management: Financial management concepts; Standard practices for managing project finances; Project budgets; Costs, variations and estimations; Invoicing against project phases/deliverables; Acquittals and the like.

T5

• Quality management: Quality management concepts; Standard practices for managing quality within a project.

T6

• Human Resource management: human resource management concepts; standard practices for managing personnel within a project

T7

• Communication management: Communication management concepts; Standard practices for managing communication within a project and the like.

T8

• Risk management and contingencies: risk management concepts; standard practices for managing risk within a project; Internal risks; External risks; Risk minimisation; Risk removal; Contingencies and the like.

T9

• Procurement management: procurement management concepts; standard practices for managing procurement and the like.

T10

• Physical Resource management: Types of physical resource, including; Equipment, Technology, Information, Facilities; Physical resource management concepts; Standard practices for managing physical resources

T11

• Contracts: Understanding project contracts; Standard practices for working to contract specifications; Contract format; Contract content; Legal obligations of contract parties; Accompanying documentation including; Contract Schedules and the like.

T12

• Performance assessment and continuous improvement: standard performance assessment practices; standard continuous improvement practices and the like

T13

• Engineering ethics principles

T14

• Customer/client relations encompassing:

• Importance of customer/client relations
• Interpersonal skills that enhance customer/client
• Dispute resolution
• Customer/client relations strategies

T15

• Control system industry sector customs and practices encompassing:

• Technical aspects of project planning and management -
• Method of ensuring equipment meets specified performance requirements
• Performance/cost benefit analysis
• Equipment procurement
• Typical approaches to planning and management
• Successful planning techniques
• Best practice management methods and styles

EVIDENCE GUIDE 

9)  The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package.

The Evidence Guide forms an integral part of this unit. It must be used in conjunction with all parts of the unit and performed in accordance with the Assessment Guidelines of this Training Package.

Overview of Assessment 

9.1) 

Longitudinal competency development approaches to assessment, such as Profiling, require data to be reliably gathered in a form that can be consistently interpreted over time. This approach is best utilised in Apprenticeship programs and reduces assessment intervention. It is the industry-preferred model for apprenticeships. However, where summative (or final) assessment is used it is to include the application of the competency in the normal work environment or, at a minimum, the application of the competency in a realistically simulated work environment. In some circumstances, assessment in part or full can occur outside the workplace. However, it must be in accordance with industry and regulatory policy.

Methods chosen for a particular assessment will be influenced by various factors. These include the extent of the assessment, the most effective locations for the assessment activities to take place, access to physical resources, additional safety measures that may be required and the critical nature of the competencies being assessed.

The critical safety nature of working with electricity, electrical equipment, gas or any other hazardous substance/material carries risk in deeming a person competent. Sources of evidence need to be ‘rich’ in nature to minimise error in judgment.

Activities associated with normal everyday work influence how/how much the data gathered will contribute to its ‘richness’. Some skills are more critical to safety and operational requirements while the same skills may be more or less frequently practised. These points are raised for the assessors to consider when choosing an assessment method and developing assessment instruments. Sample assessment instruments are included for Assessors in the Assessment Guidelines of this Training Package.

Critical aspects of evidence required to demonstrate competency in this unit 

9.2) 

Before the critical aspects of evidence are considered all prerequisites must be met.

Evidence for competence in this unit shall be considered holistically. Each Element and associated performance criteria must be demonstrated on at least two occasions in accordance with the ‘Assessment Guidelines – UEE11’. Evidence shall also comprise:

• A representative body of work performance demonstrated within the timeframes typically expected of the discipline, work function and industrial environment. In particular this shall incorporate evidence that shows a candidate is able to:

• Implement Occupational Health and Safety workplace procedures and practices, including the use of risk control measures as specified in the performance criteria and range statement
• Apply sustainable energy principles and practices as specified in the performance criteria and range statement
• Demonstrate an understanding of the required skills and knowledge as described in this unit. It may be required by some jurisdictions that RTOs provide a percentile graded result for the purpose of regulatory or licensing requirements.
• Demonstrate an appropriate level of skills enabling employment
• Conduct work observing the relevant Anti Discrimination legislation, regulations, polices and workplace procedures

• Demonstrated consistent performance across a representative range of contexts from the prescribed items below:

• Manage control projects as described in 8) and including:

A

Establishing the scope of the project accurately,

B

Ascertaining the input a project

C

Developing effective management processes,

D

Managing resources and variations effectively

E

Resolving conflicts

F

Adopting risk management strategies

G

Maintaining records and submitting progress reports

H

Meeting project outcomes

I

Dealing with unplanned events by drawing on required skills and knowledge to provide appropriate solutions incorporated in a holistic assessment with the above listed items

Note:

Successful completion of relevant vendor training may be used to contribute to evidence on which competency is deemed. In these cases the alignment of outcomes of vendor training with performance criteria and critical aspects of evidence shall be clearly identified.

Context of and specific resources for assessment 

9.3) 

This unit must be assessed as it relates to normal work practice using procedures, information and resources typical of a workplace. This should include:

• OHS policy and work procedures and instructions.
• Suitable work environment, facilities, equipment and materials to undertake actual work as prescribed by this unit.

These should be part of the formal learning/assessment environment.

Note:

Where simulation is considered a suitable strategy for assessment, the conditions must be authentic and as far as possible reproduce and replicate the workplace and be consistent with the approved industry simulation policy.

The resources used for assessment should reflect current industry practices in relation to managing control projects.

Method of assessment 

9.4) 

This unit shall be assessed by methods given in Volume 1, Part 3 ‘Assessment Guidelines’.

Note:

Competent performance with inherent safe working practices is expected in the Industry to which this unit applies. This requires assessment in a structured environment which is intended primarily for learning/assessment and incorporates all necessary equipment and facilities for learners to develop and demonstrate the required skills and knowledge described in this unit.

Concurrent assessment and relationship with other units 

9.5) 

There are no concurrent assessment recommendations for this unit.

RANGE STATEMENT 

10)  This relates to the unit as a whole providing the range of contexts and conditions to which the performance criteria apply. It allows for different work environments and situations that will affect performance.

This unit must be demonstrated in relation to managing an industry accepted medium sized control project.

Generic terms used throughout this Vocational Standard shall be regarded as part of the Range Statement in which competency is demonstrated. The definition of these and other terms that apply are given in Volume 2, Part 2.1.

Competency Field 

11)  

Instrumentation and Control