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.

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

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

identify and establish risks and consequences for the project or operation

establish resources required, including labour, materials, and equipment within budgets and procedures

establish support team and responsibilities

overcome constraints to achievement of schedules and budgets as contained in contingency plan

undertake appropriate internal and external reporting

manage continuous improvement.

Context of and specific resources for assessment

This unit may be assessed on the job, or a combination of both on and off the job assessment based on appropriate project and simulation activities. Where assessment occurs off the job, that is, the candidate is not in productive work, 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 its 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 able not only 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:

assessing engineering-related technologies and operations for contingency risks and significance, including relevant engineering, production and financial calculations and analysis

evaluating solutions for feasibility against engineering design or specification criteria, including relevant engineering calculations and analysis

performing responsibilities in priority order

using and validating performance analysis, modelling and simulation software for contingency-related analyses

delegating roles, responsibilities and levels of authority, as appropriate, to team members

communicating, negotiating and reviewing with stakeholders and team members throughout project and operation duration

Required knowledge

Required knowledge includes:

context of operations or project, such as competitive pressures or markets, customer-supplier relationships, regulatory and industrial environment, resourcing and labour issues

engineering-related modelling and simulation software, including underpinning program and software validation techniques

budget and control measures for project or operations management from the financial business plan

physical resources for project or operations

human resources and skills development techniques and requirements for engineering-related projects

recording and implementation requirements for engineering projects or operations, such as, schedules, budgets, personnel and resource allocations, and standard operating procedures, including maintenance procedures

tendering and contracts requirements and processes, including agreement on engineering design and technical specification, negotiations and optimisations, provisions for variations, delays and penalties

requirements for, and functions of, technical documentation, graphics and specifications and records of meetings, communications, negotiations, decisions and agreements with stakeholders

systems thinking, contingency and constraints management

typical management accounting processes which may relate to an engineering project or operation, such as:

cash flow and liquidity

assets and liabilities

costing and break-even analysis

financial record keeping procedures for expenditures

typical legal requirements for engineering-related projects or operations

OHS requirements, codes of practice, regulations, standards, regulatory requirements for project or operations, current safe work methods statements, material safety data sheets (MSDS) and work permits

work organisation and management theory

conflict resolution, problem solving and decision making

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.

A major incident or non-conformance

A major incident or non-conformance may include:

power, fuel energy failure or shortage

breakdown of critical plant or equipment

loss of key personnel

material supply shortages

safety issues

product liability issues

substantial material price increase

Action plans

Action plans may include the use of:

substitute materials and components

alternate processing

alternate approved supply sources

rationing of materials in short supply

external sources of labour

expert technical sources

OHS requirements, codes of practice, regulations, standards and other regulatory requirements and enterprise procedures

OHS requirements, codes of practice, regulations, standards and other regulatory requirements and enterprise procedures may include:

OHS Acts and regulations

relevant standards

industry codes of practice

risk assessments

registration requirements

safe work practices

state and territory regulatory requirements

Appropriate modelling and analysis software

Appropriate modelling and analysis software may include:

project tracking

financial modelling, analysis and tracking

process modelling and analysis

engineering simulation and modelling

manufacturing operation simulation

Existing technologies, processes, standards and procedures

Existing technologies, processes, standards and procedures may include:

standard operating procedures, including maintenance procedures

records of operations, including tenders, contracts, schedules, personnel, resource allocations and financial management procedures

documentation and records of current safe work methods statements, MSDS, work permits, standards and codes of practice

Legislative requirements

Legislative requirements may include:

industrial law and awards

customer protection law

restrictive trade practice

environmental protection

workers compensation

equal opportunity and anti-discrimination