Assessor Resource

MEM234027A
Plan and manage materials supply for an engineering project or manufacturing operation

Assessment tool

Version 1.0
Issue Date: May 2024


This unit applies to people who require significant engineering skills and knowledge to plan and manage supply, scheduling and purchasing of materials across all forms of manufacturing and engineering. Typical applications would be where there are:

many material inputs, major assembly lines or manufacturing cells, such as whitegoods and vehicle manufacturing

heavy and light fabrication involving significant use of material

requirements to either determine, select or interpret technical specifications and standards for purchasing, scheduling and production planning.

The unit can provide technical support training where the planning, scheduling and purchasing is done in an engineering or manufacturing organisation following lean principles. In this situation it is recommended that the unit be co-delivered with appropriate Manufacturing Skills Australia (MSA) Competitive Manufacturing units of competency.

Prior or concurrently developed capability in personal and electronic communication, self-directed and group activities, planning and scheduling, performance analysis, process control and improvement, and an understanding of technology, skills and techniques, and quality aspects required by operations is required.

This unit of competency covers the engineering skills and knowledge required to plan and manage all aspects of the supply of materials to an engineering project or operation. It includes managing supplier identification and negotiations, purchasing and scheduling, including the interpretation of client, design, marketing, sales and production requirements to enable matching to available resources, budgets, workforce and contractors. It also includes the control of processes, physical resources, workforce skills and resources to enable the use of assets within budget requirements.

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

Prerequisites

Not applicable.


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.

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:

coordinate delegated responsibilities for manufacturing operations to the supplying, scheduling and purchasing of priority materials consistent with priorities and product flow

coordinate transfer operations, buffer and emergency stocks

implement constraint and contingency strategies

monitor operations for compliance with organisational policies and procedures, product and process sustainability

communicate, cooperate and negotiate with relevant stakeholders

manage reporting against key performance indicators and organisation requirements.

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, 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.


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.

Required skills

Required skills include:

accurately taking large numbers of complex factors into account when planning materials supply

managing and integrating information from a wide variety of sources

managing supplier contracts and arrangements to meet the needs of the engineering and manufacturing operations

developing continuous improvement, problem solving and decision making, constraint and contingency strategies, including short-term planning and rescheduling arrangements

communicating and maintaining information consistent with reporting procedures

participating, cooperating and negotiating with relevant stakeholders

monitoring operations for compliance with organisational policies and procedures, OHS and regulatory requirements, product and process sustainability

contributing to risk management procedures and system maintenance in accordance with organisational procedures

reporting and documenting in accordance with procedures

maintaining records of professional, trades and industry contacts, sources of information and resources

Required knowledge

Required knowledge includes:

sources of information and resources relating to materials supply

personal and team skills and professional development requirements and options for addressing them

operations management structures, labour and skills distribution, functional team relationships, and communications and reporting lines

manufacturing management systems and philosophies relevant to planning and managing materials supply

facilities, plant and services requirements

OHS requirements, codes of practice, regulations, standards, regulatory requirements, risk management, current safe work methods statements, material safety data sheets (MSDS) and work permits

financial requirements relevant to materials supply

engineering approaches and processes underpinning project or manufacture

labour and skills distribution

formal procedures and informal communications and information flow

automation and control technologies relevant to materials supply

software options for tracking and managing of materials supply chain

principles of value chain management, current and future state mapping

requirements for, and functions of, technical and business documentation that may impact on the sustainability of operations

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.

Production

Production in this unit refers to operations requiring major engineering input and significant coordination of suppliers, purchasing and scheduling including:

volume production of components or full items (e.g. whitegoods, vehicles, transformers and transport equipment)

jobbing production

on-site fabrication of engineering-related items

Identify parameters, context and objectives of operations

Parameters, context and objectives to be taken into account may include:

customer requirements

stock levels

production capacity and availability

labour requirements and availability

supplier capacity

warehousing, stores and logistics

Relevant stakeholders

Relevant stakeholders may include:

team

organisation functional groups

supervisors with approval delegation

customers and suppliers

OHS, regulatory requirements and enterprise procedures

OHS, 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

Legal obligations of businesses

Businesses have legal obligations under:

contract law

commercial law

company law

fair trading act has customer protection and restrictive trade provisions

environmental planning and assessment act

Commonwealth and state/territory tax laws

industrial law which deals with employee and employer relationships, awards and agreements, trade unions, and their powers and rights

OHS Act and regulations

Records of operations

Records of operations may include:

tenders, contracts and schedules

personnel, resource allocations and financial management procedures

standard operating procedures, including maintenance procedures

OHS committee minutes and actions, risk management and mitigation

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

standards, codes of practice, audits and meetings

communications, graphics and specifications

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

Constraints and contingencies

Contingencies arising during operations or improvement projects will have constraints on possible solutions. These may be:

financial

organisation procedural or culture

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

Systems thinking

Systems thinking:

is the process of developing solutions within the context of an entire system

recognises that an improvement in one subsystem can adversely affect another subsystem

Lean manufacturing

Lean manufacturing uses cost, capacity and responsiveness, quality, reliability and waste minimisation as drivers of the process and measures for process improvement. Lean manufacturing is the response of many organisations to local, regional, national and global market competitiveness

Software options and the need for validation

Software may be employed for planning, scheduling, and performance analysis/modelling and may include:

enterprise resources planning (ERP), system control and data acquisition (SCADA) and spreadsheets. Underpinning program techniques and algorithms should be understood

Validation techniques include:

comparison of traditional solutions for simple design problems with software solutions to the same design problems

review of previously implemented design challenges which were completed using the software

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
Identify parameters, context and objectives of manufacturing or project operations 
Verify key internal and external stakeholders, labour and skills distribution, functional team relationships, information flow requirements, communications and reporting lines, and procedures are appropriate to manufacturing or project operational objectives 
Review operations planning and management and confirm compatible scheduling, purchasing and production control measures 
Confirm reporting and technical support arrangements 
Verify facilities, services, plant, tooling and software, process layout and use of automation are appropriate to product manufacturability 
Identify and confirm that compliance requirements of occupational health and safety (OHS) and regulations, codes of practice, standards, risk assessment and registration requirements for manufacturing plant are observed 

Forms

Assessment Cover Sheet

MEM234027A - Plan and manage materials supply for an engineering project or manufacturing operation
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:

Signature:

Date:


Assessment Record Sheet

MEM234027A - Plan and manage materials supply for an engineering project or manufacturing operation

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:

Signature:

Date:

Student signature:

Date: