Assessor Resource

MEM234034A
Manage heating, ventilation, air conditioning and refrigeration systems or projects

Assessment tool

Version 1.0
Issue Date: May 2024


This unit applies to all forms of manufacturing and engineering where a technician who is providing technical leadership in HVAC/R system projects or management. The unit assumes that the system or modification has already been designed.

The unit applies to individuals who are required to provide high level technical leadership to other members in HVAC/R installation, commissioning, modification, maintenance or management. The other members of the team will normally include engineering tradespersons and may also include technicians and production personnel.

Prior or concurrent experience in the HVAC/R control systems, hydronic and refrigeration systems and thermal loads, electrical principles, controller programming and computing is required.

The unit complements the more general technical leadership and management skills found in MEM234001A Plan and manage engineering-related projects or operations. Informal technical or engineering advice situations are covered by the unit MEM234030A Provide specialised technical and engineering guidance to other technical employees.

This unit does not supply all technical skills and knowledge required for HVAC/R related tasks. The required technical skills will depend on the particular task and will normally be covered through the combined skill and knowledge of the team. However the unit presumes engineering skill and knowledge to at least Advanced Diploma level.

This unit of competency covers the skills and knowledge required to provide a technical leadership role in the installation, modification, commissioning or ongoing management of heating, ventilation, air conditioning and refrigeration (HVAC/R) systems.

It includes awareness of current options and trends in (HVAC/R) design, analysis of existing sites and systems, interpreting manufacturer specifications, implications of relevant regulations, internal or external client brief, liaison with designers, and ensuring that team members are aware of technical and performance 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:

interpret plans, specifications and other documentation to determine features and performance characteristics and requirements of HVAC/R systems

advise other technicians, tradespersons and production personnel on HVAC/R systems installation, modification, commissioning, operation and maintenance

determine adequacy of standard operating procedures for HVAC/R systems and adjust, if required

check HVAC/R systems for safe operation

determine situations that require other technical and professional assistance

research sustainability implications and current HVAC/R systems design techniques

determine OHS, regulatory and risk management 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:

performing responsibilities in priority order in accordance with implementation schedules

investigating and validating performance analysis, modelling and simulation software

interpreting HVAC/R system specifications, including design and detailed drawings

identifying sustainability and environmental issues and implications for the HVAC/R system

selecting and using software and validation techniques, including 2-D and 3-D modelling

identifying situations and issues that require additional technical or professional assistance

evaluating solutions for feasibility against the installation, commissioning, modification or maintenance criteria, including relevant engineering and financial calculations and analysis

establishing budget and control measures for team and incorpration within installation, commissioning or modification project control plan

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

communicating, negotiating and reviewing with stakeholders and team members throughout duration of installation, commissioning or modification project

Required knowledge

Required knowledge includes:

current options and trends in HVAC/R system modelling and simulation software, including underpinning program techniques and software validation techniques

research and investigations methods

principles of HVAC/R systems

types of control equipment

common HVAC/R system hardware, including industrial and commercial refrigeration systems, hydronic systems and automated controls

HVAC/R load cycles

BMS principles

interface principles for HVAC/R system components

building management control system software

dimensions, capacity and position of system components

electrical, electronic and mechanical features of HVAC/R systems, including interface principles and techniques for electrical, electronic, pneumatic and hydraulic sensors and actuators

OHS and regulatory requirements, codes of practice, standards, risk minimisation and registration requirements

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.

HVAC/R system work requirements

HVAC/R system work requirements include:

specific installation, commissioning, modification and maintenance projects as well as regular scheduled operation and maintenance tasks identified in the HVAC/R system management schedule

Sustainability

Sustainability may include:

resources and energy

social and economic

life cycle design of product raw material, solids and hazardous waste, and production by-products

contamination of land, air and stormwater pollutants, and discharge to sewerage

climate change

Appropriate software

Appropriate software may include software for:

computer-aided design (CAD)

HVAC/R design and analysis including:

animation

simulation

modelling

performance analysis

Validation techniques

Validation techniques include:

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

review of previously implemented designs which were completed using the software

use of failure modes and effects analysis (FMEA)

HVAC/R system maintenance

HVAC/R system maintenance refers to maintenance for fitness for purpose and includes:

safety and integrity of the system

adequacy and correct operations of controls

user performance requirements

adequacy of standard operating procedures for users

safe integration with other systems, including mechanical, electrical and fuel-fired equipment

Given environments

Given environments may include:

workplaces

food halls

restaurants

hotels

hospitals

domestic dwellings

industrial sites, factories, warehouses and cold storage areas

transport and refrigerated vehicles and trains

System specifications

System specifications may include, but are not limited to:

ducts and duct systems:

materials

supports

factory and field fabricated

sealants

layout and placements

capacity

zoning

heating and cooling loads

air flow and pressures

refrigerants

energy efficiency

air intake points

control equipment

monitoring equipment

BMS

BMS include:

HVAC/R control systems and may also include fire, security, and lighting controls

OHS requirements

OHS requirements may include:

OHS Acts and regulations

relevant standards

industry codes of practice

risk assessments

registration requirements

safe work practices

state and territory regulatory requirements

Standards

Standards may include:

AS 4024.1-2006 Series Safety of machinery

AS/NZS ISO 31000:2009 Risk management – Principles and guidelines

NOHSC:1010 National standard for plant

NOHSC:1014 National standard for the control of major hazard facilities

AS 61508.1-2011 Functional safety of electrical/electronic/programmable electronic safety-related systems – General requirements

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
Review HVAC/R system drawings, manufacturer manuals and other technical data for system specifications 
Determine HVAC/R system performance requirements 
Determine if any commissioning or modification actions are required to ensure performance requirements are met 
Determine relevant regulatory requirements 
Inspect site and any existing HVAC/R equipment to confirm or determine suitability, availability of other services and control requirements 
Produce or review HVAC/R system management schedule, including any required installation, commissioning, modification or maintenance requirements 
Integrate building management systems (BMS) considerations into the schedule, where required 

Forms

Assessment Cover Sheet

MEM234034A - Manage heating, ventilation, air conditioning and refrigeration systems or projects
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

MEM234034A - Manage heating, ventilation, air conditioning and refrigeration systems or projects

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: