Assessor Resource

Shift loads manually utilising non-motorised equipment

Assessment tool

Version 1.0
Issue Date: February 2019

The application of this unit in the workplace - the environments, complexities and situations involved - will be written during Phase II of the Review of the PUA00 Public Safety Training Package.

This text will be useful for the purposes of job descriptions, recruitment advice or job analysis; where possible, it will not be too job specific to allow other industries to import it into other Training Packages, where feasible.

This unit covers the competency required to manually shift construction materials and other loads of up to 500 kg in weight that are unable to be moved by motorised lifting equipment such as forklifts.

Loads may be moved with equipment such as chain blocks, jacks and winches, which provide mechanical advantage. Alternatively, devices such as slings, gins, derricks and sheers may need to be constructed to provide the mechanical advantage necessary to lift and move the load. Loads will need to be prepared for movement using a range of ancillary devices such as strapping, netting, ropes and chains.

The unit will usually be conducted under field conditions working under supervision as part of a team.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Prerequisite Unit/s

BCG1000A Carry out interactive workplace communication

BCG1011A Handle construction materials and safely dispose of waste

BSBCMN311A Maintain workplace safety

Employability Skills

This unit contains employability skills.

Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

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

Assessment must confirm the ability to shift at least three different types of loads, of weights up to 500 kg, using at least three different methods utilising the load shifting equipment, mechanical aids and field machines listed in the Range Statement. Slinging devices must be used in conjunction with one load shifting activity using a field machine

Assessment must also confirm the ability to:

calculate safe working limits and working load limits of anchors, load attachment points and lifting/moving equipment

construct field machines and mechanical aids

safely strap, sling, lift and move loads without damage to the load, equipment or personnel

identify faults and deficiencies and take action to rectify any problems

communicate effectively and work in a team.

Consistency in performance

Competency should be demonstrated over a time frame that allows for the construction and use of a variety of non-motorised load shifting equipment under a range of field conditions

Context of and specific resources for assessment

Context of assessment

Competency should be assessed in field conditions or a realistic simulation. Evidence should be gathered by observing the individual constructing and using various types of non-motorised load shifting equipment, under supervision, to lift and move loads up to 500 kg in accordance with job instructions.

Specific resources for assessment

Access to:

a suitable site for training and assessment

goods, cargo or materials to be lifted

appropriate load lifting equipment

a range of tools and equipment to construct mechanical aids and field machines.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

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

Required Skills

calculate and measure

use knots and lashings

splice and maintain cordage and SWR

handle materials and identify manual handling risks

use manual handling equipment to shift loads

use slings and securing devices

follow instructions/directives and report information

use a variety of verbal and non-verbal communication techniques including language style, active listening

write at the level required to complete workplace forms and reports

calculate total weights of individual items and estimate overall load and compare with safe working load(s) of equipment

Required Knowledge

types of construction materials and their characteristics

workplace and equipment safety requirements including relevant OH&S regulations, codes and standards applying to load shifting

handling requirements for different types of material and loads

storage requirements for different materials

use of tools and equipment relevant to shifting loads

pulling and lifting equipment relevant to manual handling operations

appropriate anchor points for locating slings and anchorages

estimation/calculation of weights

principles of team work

techniques for supporting others

composition of teams and roles and responsibilities of team members

verbal and nonverbal communication techniques including language style, active listening

written communication to a level required to complete workplace forms and reports

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 in the Performance Criteria is detailed below.

Field conditions may include

A range of terrain, soil and vegetation

Under all weather conditions

By day or night and under illumination

Personal protective equipment may include


Safety glasses/goggles

Ear plugs/muffs

Dust masks/respirators


Hard hat


Leather apron

Types of loads to be shifted may include

Timber sections

Loaded pallets

Aluminium sections


Particle board

Medium density fibreboard (MDF)

Bagged material - cement, lime

Drum material - adhesives, sealants


Defence stores - barbed wire, sandbags, steel pickets

Safe working load and working load limits may include

Static vertical load lifting up to 2.5 m above ground level

Vertical lift and lateral load movement of 4 m total range

Vertical lift and 360 degrees of load movement to a radius of 2 m

Methods of shifting loads include

Pallet trolleys

Hand trucks

Slab trolleys

Flat bed hand trucks



Incline planes

Chain blocks

Mechanical aids and field machines

Tools, load shifting equipment and other materials may include

Measuring tape/rule

Mechanical aids

Crow bars







Steel wire rope (SWR)


Other securing devices include




Mechanical strapping equipment

Mechanical aids and field machines may include

Gins, sheers and derricks

Block and tackle, pulleys

Hand operated winches


Improvised methods such as Spanish windlass and par-buckles

Use of expedient materials such as materials obtained on the job from resources available in the local environment

Standard procedures refer to

OH&S regulations and procedures related to load shifting

Written and verbal orders and job instructions

Procedures manuals, job guides and other publications

Industry codes of practice

Equipment manufacturer's instructions

Field engineering pamphlets

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Appropriate personal protective equipment is selected and worn in accordance with OH&S requirements 
Job instructions are used to identify the type of load, safe working load and working load limits, and the distance and/or height to be moved 
Load is examined to determine condition, length, bulk, weight, most appropriate method to shift the load and resources required 
Any damage to load is recorded and reported to supervisor 
A movement plan is developed, potential difficulties are identified, and the method of shifting the load and any requirement for additional personnel are approved by the supervisor 
Tools, load shifting equipment and other materials are selected, checked for serviceability and any defects are reported to the supervisor 
The work site is prepared to ensure sufficient clear space is available in accordance with job instructions 
Load is broken down, where applicable, to allow handling and moving a number of single items to ensure the maximum weight of 500 kg is not exceeded 
Mechanical strapping equipment and other securing devices are used, when applicable, to stabilise the load, in accordance with manufacturer's and job instructions 
Where applicable, the load is slung/unslung, using the correct securing devices, in accordance with national standards, safety codes and operational instructions 
Mechanical aids and field machines are constructed, when required, by the approved shifting method, so that the load can be shifted in accordance with job instructions 
Safe working limits for lifting equipment are identified and maintained 
Load is moved safely in accordance with approved shifting method and steadied by tag lines, if required, and stored and stacked in relocated position 
Any part of the load that is damaged during the lift is reported to the supervisor in accordance with standard procedures 
Site is cleaned and cleared of debris and unwanted material 
Field machines, tools and equipment are cleaned, inspected, serviced, maintained and stored in accordance with standard procedures 
Documentation is completed in accordance with standard procedures 


Assessment Cover Sheet

DEFCA301B - Shift loads manually utilising non-motorised equipment
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student









Assessor name:



Assessment Record Sheet

DEFCA301B - Shift loads manually utilising non-motorised equipment

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:









Overall assessment result: Competent Not yet competent

Assessor name:



Student signature: