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

A person who demonstrates competency in this unit must be able to coordinate resources for an engineering project or operation within project plans and budgets. This includes working individually and as part of a team and recognising and complying with normal control procedures on engineering projects.

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

Assessors must be satisfied that the candidate can competently and consistently:

participate, communicate, cooperate and negotiate strategic objectives, policy and procedures development

evaluate supply chain, quality, delivery, capability, tender and contracting processes and documents

coordinate and control physical and human resources and resource budgets

monitor, review and improve resources delivery

report and document resource planning and use.

Context of and specific resources for assessment

This unit may be assessed on the job, off the job or a combination of both on and off the job. Where assessment occurs off the job, then a simulated working environment must be used where the range of conditions reflects realistic workplace situations.

The competencies covered by this unit would be demonstrated by an individual working alone or as part of a team.

Where applicable, reasonable adjustment must be made to work environments and training situations to accommodate ethnicity, age, gender, demographics and disability.

Access must be provided to appropriate learning and/or assessment support when required. Where applicable, physical resources should include equipment modified for people with disabilities.

Method of assessment

Assessment must satisfy the endorsed Assessment Guidelines of the MEM05 Metal and Engineering Training Package.

Assessment methods must confirm consistency and accuracy of performance (over time and in a range of workplace relevant contexts) together with application of underpinning knowledge.

Assessment methods must be by direct observation of tasks and include questioning on underpinning knowledge to ensure correct interpretation and application.

Assessment may be applied under project-related conditions (real or simulated) and require evidence of process.

Assessment must confirm a reasonable inference that competency is not only able to be satisfied under the particular circumstance, but is able to be transferred to other circumstances.

Assessment may be in conjunction with assessment of other units of competency where required.

Guidance information for assessment

Assessment processes and techniques must be culturally appropriate and appropriate to the language and literacy capacity of the candidate and the work being performed.

Required skills

Required skills include:

participating and communicating with others

negotiating and seeking consensus in support of strategic objectives

evaluating:

supply chain, quality, delivery and capability

tender and contracting processes and documents

coordinating physical and human resources

coordinating and controlling resource budgets

monitoring, reviewing and improving resources delivery

planning for operations or project resourcing in the context of operations, project, strategic and business plans

participating, cooperating and negotiating required for dealing with customers, contractors, designers and production management

determining take off quantities for ‘bill of materials’ from drawings, specifications and contracts

reporting and documenting objectives, key performance indicators, timetables and progress

Required knowledge

Required knowledge includes:

typical sustainability implications for engineering projects or operations

systems thinking, constraints and contingency management, and continuous improvement techniques

procedures for preparing and monitoring project plans, business plans and budgets

cost planning, cost-benefit analysis, life cycle costing, valuation and cost estimation procedures

procedures for assessing implications of design on project implementation costs or manufacturability of product and maintainability of plant and process

resources information distribution and control systems, including the use of enterprise resource planning (ERP) and materials resource planning (MRP) software

planning and cost control software

supply and value chain evaluation techniques, including contract, quality and delivery parameters

engineering-related operating procedures associated with the use of resources

financial impact of a variety of maintenance strategies on overall costs on typical tenders, contracts and law of contract provisions, relevant to engineering projects or operations

ability to calculate quantities from drawings, specifications and contracts

WHS requirements, including WHS Acts and regulations

resources expenditure and cash flow control procedures

procedures and requirements of financial records, including records of resources and costs for maintenance of assets

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.

Participate

Participation includes the requirement to communicate, cooperate, negotiate and work with others in accordance with the operations or project plans

Software packages

Software packages may include:

spreadsheets

databases

word processor

presentation

project management and cost control

system control and data acquisition (SCADA), MRPII, MRPIII and ERP

Value analysis

Value analysis is the determination of value-added, as defined by the ultimate customer at each step in the supply chain or production process or service provision. The value is often specified in contract documentation in terms of quality, cost, quantity and delivery schedule

Systems thinking

Systems thinking refers to the conduct of engineering work in a manner that demonstrates knowledge of how the interaction of different technical systems on equipment, machinery or structures, as well as the skills and techniques of personnel, combine to perform or support engineering-related operations, processes or projects. It embraces determining or establishing how the function of each technical system or component, as well as the skills and techniques of personnel, effects or potentially may effect, outcomes. Systems should be interpreted broadly within the context of the organisation and depending on the project or operation can include equipment, related facilities, material, software, internal services and personnel, and other organisations in the value chain

WHS, regulatory requirements and enterprise procedures

WHS, regulatory requirements and enterprise procedures may include:

WHS Acts and regulations

relevant standards

codes of practice from Australian and overseas engineering and technical associations and societies

risk assessments

registration requirements

safe work practices

state and territory regulatory requirements

Continuous improvement implementation

Continuous improvement implementation may relate to:

plant, products, processes, systems or services, including design, development, implementation or manufacture, commissioning, operation or delivery and maintenance

Improvement processes may include techniques, such as:

balanced scorecard

current and future state mapping

measuring performance against benchmarks

process improvement, problem solving and decision making

data management, generation, recording, analysing, storing and use of software

training for improvement systems participation

technical training

Manage constraints and contingencies

Contingencies arising during operations or improvement projects are responded to in the context of constraints. Contingencies may threaten operations or improvement projects and planning for contingencies may be essential to maintain resources, skilled labour and schedules. Each contingency will have constraints on possible solutions. These may be:

financial, organisational, procedural or cultural constraints

physical constraints, such as limits to resources, limits to site access or logistical limitations

Sustainability

Sustainability is used to mean the entire sustainable performance of the organisation/plant, including:

meeting all regulatory requirements

conforming to all industry covenants, protocols and best practice guides

minimising ecological and environmental footprint of process, plant and product

maximising economic benefit of process plant and product to the organisation and the community

minimising the negative WHS impact on employees, community and customer