Assessor Resource

PMAOPS323
Operate and monitor heating furnace

Assessment tool

Version 1.0
Issue Date: May 2024


This unit of competency covers the skills and knowledge required to operate and monitor a fired heating furnace and ancillary equipment.

This unit of competency applies to operations technicians who are required to demonstrate a significant understanding of the process and the equipment operation in order to identify and rectify operational problems, predict the potential impact of the heating furnace on the operation of the whole plant, and facilitate output changes within legislative and other requirements.

The unit applies to furnaces used for heating heat transfer fluids which may include natural and synthetic oils or other media and other industrial uses as required in the workplace. It applies to furnaces that are:

singular or in a battery of furnaces

modulating combustion air supply

modulating single heat source

modulating firing rate.

This unit of competency applies to an individual operating independently in a plant with local control or in liaison with the control room operator in a plant with a centralised control panel, such as distributed control system (DCS) type controls. In the case of large complex plant, the operations technician would be part of a team during start-up and shutdown procedures.

This unit of competency applies to an individual working alone or as part of a team or group and working in liaison with other shift team members and the control room operator, as appropriate.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

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



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.

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Prepare for work

1.1

Receive and give shift handover

1.2

Identify work requirements

1.3

Identify and control hazards

1.4

Coordinate with appropriate personnel

1.5

Check for recent work undertaken on furnace

1.6

Note any outstanding/incomplete work

1.7

Check operational status of furnace

2

Start up furnace

2.1

Perform pre-start-up checks

2.2

Start up individual items of equipment and the entire furnace system

2.3

Start up from standby and after maintenance

2.4

Increase temperature steadily with no surges or lulls

2.5

Stabilise furnace to produce required heat within required time

3

Monitor and control the heating furnace

3.1

Complete routine checks, logs and paperwork

3.2

Recognise the signs of potential and actual problems

3.3

Take action to minimise the impact of potential and actual problems

3.4

Monitor condition of heat transfer components (if any) and take action required by procedures

3.5

Monitor fuel/air supplies and ratios and take action in accordance with procedures

3.6

Trim furnace in accordance with procedures

4

Change heating rates

4.1

Predict from rates and schedule when a transition will be required

4.2

Give advanced notice of transition to work team

4.3

Trim plant in a manner which prepares it for the change

4.4

Manage changes smoothly and in a timely manner

5

Maintain furnace effectiveness

5.1

Monitor furnace and its component plant items frequently and critically throughout shift using measured/indicated data and senses

5.2

Describe impacts of any changes upstream and downstream

5.3

Recognise actual and developing situations which may require action

5.4

Apply operational knowledge to resolve problems

5.5

Take other appropriate actions on abnormal situations which cannot be resolved during the shift to ensure safety and the resolution of the situation

5.6

Follow through items initiated until final resolution has occurred

6

Shut down furnace

6.1

Determine type of shutdown required

6.2

Give advance warning of shutdown where possible

6.3

Changeover individual items of equipment

6.4

Shut down individual items of equipment and the entire furnace system

6.5

Shut down to a stand-by condition, if required

6.6

Shut down in an emergency, when required.

7

Isolate and de-isolate furnace system and individual items

7.1

Isolate furnace system and or any component plant item

7.2

Make safe for required work

7.3

Check furnace/plant item is ready to be returned to service

7.4

De-isolate and prepare furnace/plant item for return to service

Evidence required to demonstrate competence in this unit must be relevant to and satisfy the requirements of the elements and performance criteria, and include the ability to:

undertake checks and observations and use data and own senses to monitor process and equipment and maximise performance

perform pre-start checks, start-up/shutdown procedures, isolations and de-isolations, and maintenance checks

predict impact of a change in one unit/area on other plant units/areas and take appropriate action

predict the need for process changes and prepare and manage smooth transitions

identify early warning signs of equipment/processes needing attention or with potential problems and take action

identify hazards and risks and apply risk control procedures.

Evidence must be provided that demonstrates knowledge of:

all items on a schematic of the production unit and functions of each

principles of operation of plant/equipment

interactions between plant items/processes

systems’ operating parameters, integrity limits, product specifications and tolerances, temperature, pressure and flow

process-specific science (physics and chemistry) to the level of being able to interpret the science and extract factors controlling the process and product, including heating fluid (if any) properties

operational shutdown processes and procedures, including cooling down, furnace pressure/vacuum and fuel/heat source isolation

the processes for starting a furnace, including heat input, warm-up of the reticulation system, systems operation, reticulation line pressure, heating fluid usage and supply, and ancillary equipment

shutdown processes and procedures for internal inspection, including confirming furnace cooling down, vacuum/pressure, fuel/heat source isolation, and removal of combustion equipment and water from furnace

procedures for monitoring a furnace, including heating fluid reticulation line pressure/temperature, usage, supply and quality of heating fluid, combustion/heat source system, fuel system, combustion air supply, operation of control/safety devices, combustion management system, and ancillary equipment

function, purpose and location of ancillary equipment

various modes of furnace storage and reasons for selecting a particular mode

types and purpose of furnace fittings

function and troubleshooting of major components and their problems and problem resolution

hierarchy of control

hazards that may arise in the job/work environment, and:

their possible causes

potential consequences

appropriate risk controls.

The unit should be assessed holistically and the judgement of competence based on a holistic assessment of the evidence.

The collection of performance evidence:

should occur over a range of situations which include typical disruptions to normal, smooth operations

will typically include a supervisor/third-party report focusing on consistent performance and problem recognition and solving. A supervisor/third-party report must be prepared by someone who has a direct, relevant, current relationship with the person being assessed and who is in a position to form a judgement on workplace performance relevant to the unit of competency

must include the use of industrial style furnace allowing operation

may use industry-based simulation for part only of the unit particularly where safety, lack of opportunity or significant cost is an issue.

Assessment should occur in operational workplace situations. Where this is not possible, or where personal safety or environmental damage are limiting factors, assessment must occur in a sufficiently rigorous simulated environment reflecting realistic operational workplace conditions. This must cover all aspects of workplace performance, including environment, task skills, task management skills, contingency management skills and job role environment skills.

Assessment in a simulated environment should use evidence collected from one or more of:

walk-throughs

pilot plant operation

demonstration of skills

industry-based case studies/scenarios

‘what ifs’.

Knowledge evidence may be collected concurrently with performance evidence (provided a record is kept) or through an independent process, such as workbooks, written assessments or interviews (provided a record is kept).

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Conditions for assessment must include access to all tools, equipment, materials and documentation required, including relevant workplace procedures, product and manufacturing specifications associated with this unit.

The regulatory framework will be reflected in workplace policies and procedures and is not required to be independently assessed.

Foundation skills are integral to competent performance of the unit and should not be assessed separately.

Assessors must satisfy the assessor competency requirements that are in place at the time of the assessment as set by the VET regulator.

In addition, the assessor or anyone acting in subject matter expert role in assessment must demonstrate both technical competency and currency. If the assessor cannot demonstrate technical competency and currency they must assess with a subject matter expert who does meet these requirements.

Technical competence can be demonstrated through one or more of:

relevant VET or other qualification/Statement of Attainment

appropriate workplace experience undertaking the type of work being assessed under routine and non-routine conditions

appropriate workplace experience supervising/evaluating the type of work being assessed under routine and non-routine conditions

Currency can be demonstrated through one or more of:

being currently employed undertaking the type of work being assessed

being employed by the organisation undertaking the type of work being assessed and having maintained currency in accordance with that organisation’s policies and procedures

having consulted/had contact with an organisation undertaking the type of work being assessed within the last twelve months, the consultation/contact being related to assessment

conducting on-the-job training/assessments of the type of work being assessed

being an active member of a relevant professional body and participating in activities relevant to the assessment of this type of work.


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.

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Prepare for work

1.1

Receive and give shift handover

1.2

Identify work requirements

1.3

Identify and control hazards

1.4

Coordinate with appropriate personnel

1.5

Check for recent work undertaken on furnace

1.6

Note any outstanding/incomplete work

1.7

Check operational status of furnace

2

Start up furnace

2.1

Perform pre-start-up checks

2.2

Start up individual items of equipment and the entire furnace system

2.3

Start up from standby and after maintenance

2.4

Increase temperature steadily with no surges or lulls

2.5

Stabilise furnace to produce required heat within required time

3

Monitor and control the heating furnace

3.1

Complete routine checks, logs and paperwork

3.2

Recognise the signs of potential and actual problems

3.3

Take action to minimise the impact of potential and actual problems

3.4

Monitor condition of heat transfer components (if any) and take action required by procedures

3.5

Monitor fuel/air supplies and ratios and take action in accordance with procedures

3.6

Trim furnace in accordance with procedures

4

Change heating rates

4.1

Predict from rates and schedule when a transition will be required

4.2

Give advanced notice of transition to work team

4.3

Trim plant in a manner which prepares it for the change

4.4

Manage changes smoothly and in a timely manner

5

Maintain furnace effectiveness

5.1

Monitor furnace and its component plant items frequently and critically throughout shift using measured/indicated data and senses

5.2

Describe impacts of any changes upstream and downstream

5.3

Recognise actual and developing situations which may require action

5.4

Apply operational knowledge to resolve problems

5.5

Take other appropriate actions on abnormal situations which cannot be resolved during the shift to ensure safety and the resolution of the situation

5.6

Follow through items initiated until final resolution has occurred

6

Shut down furnace

6.1

Determine type of shutdown required

6.2

Give advance warning of shutdown where possible

6.3

Changeover individual items of equipment

6.4

Shut down individual items of equipment and the entire furnace system

6.5

Shut down to a stand-by condition, if required

6.6

Shut down in an emergency, when required.

7

Isolate and de-isolate furnace system and individual items

7.1

Isolate furnace system and or any component plant item

7.2

Make safe for required work

7.3

Check furnace/plant item is ready to be returned to service

7.4

De-isolate and prepare furnace/plant item for return to service

This field allows for different work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included.

Regulatory framework

The latest version of all legislation, regulations, industry codes of practice and Australian/international standards, or the version specified by the local regulatory authority, must be used, and include one or more of the following:

legislative requirements, including work health and safety (WHS)

industry codes of practice and guidelines

environmental regulations and guidelines

Australian and other standards

licence and certification requirements

All operations to which this unit applies are subject to stringent health, safety and environment (HSE) requirements, which may be imposed through state/territory or federal legislation, and these must not be compromised at any time. Where there is an apparent conflict between performance criteria and HSE requirements, the HSE requirements take precedence.

Hazards

Hazards include one or more of the following:

electricity

gas

gases and liquids under pressure

structural hazards

structural collapse

equipment failures

industrial (machinery, equipment and product)

equipment or product mass

noise, rotational equipment or vibration

plant services (steam, condensate and cooling water)

working at heights, in restricted or confined spaces, or in environments subjected to heat, noise, dusts or vapours

flammability and explosivity

hazardous products and materials

unauthorised personnel

sharp edges, protrusions or obstructions

slippery surfaces, spills or leaks

extreme weather

other hazards that might arise

Situations requiring action

Situations requiring action include one or more of the following:

fuel variations (rate and quality)

heating requirements change

coke, soot and scale build up

flame pattern

weather conditions

Non-routine problems

Non-routine problems are unexpected problems, or variations of previous problems and must be resolved by applying operational knowledge to develop new solutions, either individually or in collaboration with relevant experts, to:

determine problems needing action

determine possible fault causes

develop solutions to problems which do not have a known solution

follow through items initiated until final resolution has occurred

report problems outside area of responsibility to designated person

Operational knowledge includes one or more of the following:

procedures

training

technical information such as journals, engineering specifications

remembered experience

relevant knowledge obtained from appropriate people.

Start up/shut down

Start up/shut down includes the following:

start up and shut down to/from normal operating conditions

start up and shut down to/from isolated, cold or empty

start up and shut down to/from other conditions/situations experienced on the plant

Procedures

All operations must be performed in accordance with relevant procedures.

Procedures are written, verbal, visual, computer-based or in some other form, include one or more of the following:

emergency procedures

work instructions

standard operating procedures (SOPs)

safe work method statements (SWMS)

formulas/recipes

batch sheets

temporary instructions

any similar instructions provided for the smooth running of the plant

Operate

Operate is to monitor, adjust/make change to the production unit and/or its component items to meet specifications, by one or both of the following:

manually in the plant

using local controller in the plant

This competency does not require the operation of a central control panel.

Product

Product includes anything produced by a process step and so includes:

intermediate products, such as the product from one process step, which then becomes the feed for another

Pre-operational checks

Pre-operational checks include one or more of the following:

heat exchange fluid feed supply

fuel supply/heat source

furnace valves - their operation and position

combustion air supply and combustion equipment

Ancillary equipment

Ancillary equipment includes one or more of the following:

economiser

economiser relief valves

air heater

feed heater

main heating fluid stop valve

feed pumps

fans

Monitor

Monitor includes one or more of the following systems and conditions:

heating fluid pressure and temperature

flame and combustion conditions

heating fluid feed and return systems

fuel system

combustion management system

heating fluid management system

heating fluid manifold fittings

soot blowers

Evidence required to demonstrate competence in this unit must be relevant to and satisfy the requirements of the elements and performance criteria, and include the ability to:

undertake checks and observations and use data and own senses to monitor process and equipment and maximise performance

perform pre-start checks, start-up/shutdown procedures, isolations and de-isolations, and maintenance checks

predict impact of a change in one unit/area on other plant units/areas and take appropriate action

predict the need for process changes and prepare and manage smooth transitions

identify early warning signs of equipment/processes needing attention or with potential problems and take action

identify hazards and risks and apply risk control procedures.

Evidence must be provided that demonstrates knowledge of:

all items on a schematic of the production unit and functions of each

principles of operation of plant/equipment

interactions between plant items/processes

systems’ operating parameters, integrity limits, product specifications and tolerances, temperature, pressure and flow

process-specific science (physics and chemistry) to the level of being able to interpret the science and extract factors controlling the process and product, including heating fluid (if any) properties

operational shutdown processes and procedures, including cooling down, furnace pressure/vacuum and fuel/heat source isolation

the processes for starting a furnace, including heat input, warm-up of the reticulation system, systems operation, reticulation line pressure, heating fluid usage and supply, and ancillary equipment

shutdown processes and procedures for internal inspection, including confirming furnace cooling down, vacuum/pressure, fuel/heat source isolation, and removal of combustion equipment and water from furnace

procedures for monitoring a furnace, including heating fluid reticulation line pressure/temperature, usage, supply and quality of heating fluid, combustion/heat source system, fuel system, combustion air supply, operation of control/safety devices, combustion management system, and ancillary equipment

function, purpose and location of ancillary equipment

various modes of furnace storage and reasons for selecting a particular mode

types and purpose of furnace fittings

function and troubleshooting of major components and their problems and problem resolution

hierarchy of control

hazards that may arise in the job/work environment, and:

their possible causes

potential consequences

appropriate risk controls.

The unit should be assessed holistically and the judgement of competence based on a holistic assessment of the evidence.

The collection of performance evidence:

should occur over a range of situations which include typical disruptions to normal, smooth operations

will typically include a supervisor/third-party report focusing on consistent performance and problem recognition and solving. A supervisor/third-party report must be prepared by someone who has a direct, relevant, current relationship with the person being assessed and who is in a position to form a judgement on workplace performance relevant to the unit of competency

must include the use of industrial style furnace allowing operation

may use industry-based simulation for part only of the unit particularly where safety, lack of opportunity or significant cost is an issue.

Assessment should occur in operational workplace situations. Where this is not possible, or where personal safety or environmental damage are limiting factors, assessment must occur in a sufficiently rigorous simulated environment reflecting realistic operational workplace conditions. This must cover all aspects of workplace performance, including environment, task skills, task management skills, contingency management skills and job role environment skills.

Assessment in a simulated environment should use evidence collected from one or more of:

walk-throughs

pilot plant operation

demonstration of skills

industry-based case studies/scenarios

‘what ifs’.

Knowledge evidence may be collected concurrently with performance evidence (provided a record is kept) or through an independent process, such as workbooks, written assessments or interviews (provided a record is kept).

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Conditions for assessment must include access to all tools, equipment, materials and documentation required, including relevant workplace procedures, product and manufacturing specifications associated with this unit.

The regulatory framework will be reflected in workplace policies and procedures and is not required to be independently assessed.

Foundation skills are integral to competent performance of the unit and should not be assessed separately.

Assessors must satisfy the assessor competency requirements that are in place at the time of the assessment as set by the VET regulator.

In addition, the assessor or anyone acting in subject matter expert role in assessment must demonstrate both technical competency and currency. If the assessor cannot demonstrate technical competency and currency they must assess with a subject matter expert who does meet these requirements.

Technical competence can be demonstrated through one or more of:

relevant VET or other qualification/Statement of Attainment

appropriate workplace experience undertaking the type of work being assessed under routine and non-routine conditions

appropriate workplace experience supervising/evaluating the type of work being assessed under routine and non-routine conditions

Currency can be demonstrated through one or more of:

being currently employed undertaking the type of work being assessed

being employed by the organisation undertaking the type of work being assessed and having maintained currency in accordance with that organisation’s policies and procedures

having consulted/had contact with an organisation undertaking the type of work being assessed within the last twelve months, the consultation/contact being related to assessment

conducting on-the-job training/assessments of the type of work being assessed

being an active member of a relevant professional body and participating in activities relevant to the assessment of this type of work.

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
Receive and give shift handover 
Identify work requirements 
Identify and control hazards 
Coordinate with appropriate personnel 
Check for recent work undertaken on furnace 
Note any outstanding/incomplete work 
Check operational status of furnace 
Perform pre-start-up checks 
Start up individual items of equipment and the entire furnace system 
Start up from standby and after maintenance 
Increase temperature steadily with no surges or lulls 
Stabilise furnace to produce required heat within required time 
Complete routine checks, logs and paperwork 
Recognise the signs of potential and actual problems 
Take action to minimise the impact of potential and actual problems 
Monitor condition of heat transfer components (if any) and take action required by procedures 
Monitor fuel/air supplies and ratios and take action in accordance with procedures 
Trim furnace in accordance with procedures 
Predict from rates and schedule when a transition will be required 
Give advanced notice of transition to work team 
Trim plant in a manner which prepares it for the change 
Manage changes smoothly and in a timely manner 
Monitor furnace and its component plant items frequently and critically throughout shift using measured/indicated data and senses 
Describe impacts of any changes upstream and downstream 
Recognise actual and developing situations which may require action 
Apply operational knowledge to resolve problems 
Take other appropriate actions on abnormal situations which cannot be resolved during the shift to ensure safety and the resolution of the situation 
Follow through items initiated until final resolution has occurred 
Determine type of shutdown required 
Give advance warning of shutdown where possible 
Changeover individual items of equipment 
Shut down individual items of equipment and the entire furnace system 
Shut down to a stand-by condition, if required 
Shut down in an emergency, when required. 
Isolate furnace system and or any component plant item 
Make safe for required work 
Check furnace/plant item is ready to be returned to service 
De-isolate and prepare furnace/plant item for return to service 

Forms

Assessment Cover Sheet

PMAOPS323 - Operate and monitor heating furnace
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

PMAOPS323 - Operate and monitor heating furnace

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: