The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Assessment must be carried out in a manner that recognises the cultural and literacy requirements of the assessee and is appropriate to the work performed. Competency in this unit must be achieved in accordance with food safety standards and regulations.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of ability to:

confirm transfer requirements

conduct pre-start checks on equipment used for transfer

start, operate, monitor and adjust process to achieve required quality outcomes

take corrective action in response to typical faults and inconsistencies

complete workplace records as required

apply safe work practices and identify OH&S hazards and controls

apply food safety procedures

Context of and specific resources for assessment

Assessment must occur in a real or simulated workplace where the assessee has access to:

personal protective clothing and equipment

bulk liquid materials transfer system and related equipment

bulk liquid materials transfer operating procedures

bulk liquid product/materials to be transferred

housekeeping standards and procedures

sampling and test equipment as required

cleaning procedures, materials and equipment as required

bulk liquid materials transfer information recording system and procedures

Method of assessment

This unit should be assessed together with core units and other units of competence relevant to the function or work role. Examples could be:

FDFOP2030A Operate a process control interface

FDFOP2013A Apply sampling procedures

PMLTEST300B Perform basic tests

FDFOP2011A Conduct routine maintenance

FDFOP2004A Clean and sanitise equipment

Guidance information for assessment

To ensure consistency in one's performance, competency should be demonstrated on more than one occasion over a period of time in order to cover a variety of circumstances, cases and responsibilities, and where possible, over a number of assessment activities.

Required skills

Ability to:

Access workplace information relating to materials transfer requirements

Select, fit and use personal protective clothing and/or equipment

Inspect equipment for signs of wear. Examples of typical sensory inspections include visual inspections to detect leaks, listening for unusual noises and or vibrations in pumps and checking gauges and meters

Use workplace records and systems to confirm tank holdings and capacities and determine appropriate source/destination holding facilities. This typically involves use of computer-based systems. It may also involve verifying by physically inspecting storage facilities and checking materials/product compatibility

Plan and sequence transfer process to meet storage capacity and production requirements

Prepare equipment for materials transfer. This may involve confirming that equipment is clean, lines are purged, isolation or lockouts are cancelled as required, any scheduled maintenance has been completed and safety guards/equipment are correctly positioned

Carry out procedures to confirm liquid bulk product/materials meet quality requirements. This may involve conducting tests or getting clearance documentation from laboratory/quality personnel

Operate and monitor transfer process to confirm that correct quantities are transferred at the required times, to the required locations. This may include monitoring pump loads and flow rates and filter/strainer condition

Respond to and/or report equipment failure within level of responsibility

Locate emergency stop functions on equipment

Complete transfer operations. This may include purging lines and selecting appropriate equipment/system settings

Complete records of product/materials transfer as required

Maintain work area to meet housekeeping standards

Use process control and scheduling systems, screens and panels according to enterprise procedures

Take and record product/materials samples and conduct tests according to enterprise procedures

Conduct routine maintenance according to enterprise procedures

Clean transfer equipment. This may require entry to confined spaces. Where this is the case, appropriate certification requirements must also be met

Use oral communication skills / language competence to fulfil the job role as specified by the organisation including questioning, active listening, asking for clarification and seeking advice from supervisor

Work cooperatively within a culturally diverse workforce

Required knowledge

Knowledge of:

Bulk liquid materials storage facilities layout and related management systems

Basic operating principles of the system and equipment used. This includes an understanding of the features of the bulk liquid handling system such as whether it is based on gravity and/or pressurised feed, and related performance aspects. It also includes an understanding of the equipment used which typically includes sensors, valves, pumps, pipework and other related equipment that controls the flow and transfer of bulk liquid materials, equipment operating capacity and the status and purpose of guards

Planning and scheduling systems and responsibilities to prioritise materials transfer processes. This includes an understanding of the characteristics of materials received and related storage requirements, production requirements and storage capacities

Signs and symptoms of faulty equipment and early warning signs of potential problems

Operating parameters and corrective action required where operation is outside specified operating parameters

OHS hazards and controls. This includes emergency procedures to respond to hazardous situations such as spills

Product inspection procedures within level of responsibility

Clearance procedures. This may include relevant test methods and action required if results are not within specification or clearance is not provided

Contamination risks and controls. This includes an understanding of cross-contamination risks, product compatibility and storage requirements

Isolation, lock out and tag out procedures and responsibilities

Environmental issues associated with bulk liquid materials transfer. This includes consequences of spills and appropriate control/containment procedures

Recording requirements and procedures

Basic operating principles of process control where relevant. This includes the relationship between control panels and systems and the physical equipment

Sampling and test procedures where relevant

Routine maintenance procedures where relevant

Cleaning procedures where relevant

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Policies and procedures

Work is carried out according to company policies and procedures, regulatory and licensing requirements, legislative requirements, and industrial awards and agreements

Legislative requirements

Legislative requirements are typically reflected in procedures and specifications. Legislation relevant to this industry includes the labelling, weights and measures legislation; and legislation covering food safety, environmental management, occupational health and safety, anti-discrimination and equal opportunity. When applied to the pharmaceutical industry, relevant GMP codes apply and reference to food safety is replaced by GMP

Workplace information

Workplace information may include Standard Operating Procedures (SOPs), specifications, production schedules and instructions, manufacturers' advice, standard forms and reports

Transfer of bulk liquid materials

Transfer of bulk liquid materials typically involves the use of process control screens and systems

Typical bulk liquid transfer equipment

Typical bulk liquid transfer equipment includes tanks, vessels, pumps, valves, gauges, pipework, screens and filters, and tank dipping and measurement instrumentation

Confined spaces

Where cleaning tanks or silos requires entry to confined spaces, the relevant National Occupational Health and Safety Commission and/or state health and safety authorities assessment criteria and methods prescribed must also be met

Monitoring the condition of bulk liquid transfer equipment

Monitoring the condition of bulk liquid transfer equipment may include visually inspecting to identify leaks or faulty valve operation, and checking operation/accuracy of gauges and related measuring equipment