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 | Identify maintenance/ project and plant requirements | 1.1 | Analyse relevant company records to determine activities which have been scheduled for the shutdown |
| 1.2 | Obtain information on maintenance activities intended for the shutdown. |
| 1.3 | Obtain information on production activities intended for the shutdown |
| 1.4 | Obtain information on projects or construction activities intended for the shutdown |
| 1.5 | Compile a list of all activities intended for the shutdown, including sufficient detail to allow for shutdown planning |
| 1.6 | Negotiate conflicts between proposed activities |
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2 | Identify tasks, timelines and resources | 2.1 | Break down each agreed shutdown activity into required tasks |
| 2.2 | Determine time, people, material, other resources required and 'owner' for each task |
| 2.3 | Determine prerequisite tasks for each task |
| 2.4 | Identify conflicts between tasks arising from resources or other causes |
| 2.5 | Negotiate conflicts between tasks |
| 2.6 | Compile database of all tasks and their requirements |
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3 | Develop schedule | 3.1 | Develop draft shutdown schedule, including planning activities |
| 3.2 | Determine critical path or similar for shutdown tasks |
| 3.3 | Analyse tasks on critical path to determine methods of reducing critical path |
| 3.4 | Develop revised schedule |
| 3.5 | Consult with all relevant stakeholders and analyse revised schedule for conflicts and possible savings |
| 3.6 | Negotiate conflicts |
| 3.7 | Develop final schedule and critical path or similar |
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4 | Communicate with all relevant stakeholders | 4.1 | Contribute to shutdown planning meetings with stakeholders |
| 4.2 | Meet with stakeholders individually |
| 4.3 | Prepare reports and documents as required |
| 4.4 | Ensure all permissions required for tasks have been obtained |
| 4.5 | Liaise with suppliers and contractors to obtain parts, materials and services |
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5 | Monitor shutdown | 5.1 | Establish systems to allow monitoring of shutdown to schedule |
| 5.2 | Monitor progress to schedule |
| 5.3 | Identify causes of not meeting schedule |
| 5.4 | Negotiate a solution to cause |
| 5.5 | Adjust schedule to meet changed circumstances but still meet overall timeline (if at all possible) |
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:
identify all necessary activities, tasks and logical sequences to ensure safe and efficient shutdown
communicate and negotiate effectively with technical (process) experts, maintenance experts, contractor representatives, production management and other stakeholders to obtain the best outcome for the shutdown from competing priorities
use planning tools to develop, modify and optimise complex plans/schedules
breakdown work tasks into steps/stages/trades/contractors/ parts/designs/spares/tools
monitor shutdown against plan and re-schedule/ adjust/update plans as required.
Evidence must be provided that demonstrates knowledge of:
methods of task breakdown
critical path (or similar) technique
project scheduling techniques
correct methods of shutting down plant items.
The unit should be assessed holistically and the judgement of competence based on a holistic assessment of the evidence.
The collection of performance evidence is best done from a report and/or folio of evidence drawn from:
a single project which provides sufficient evidence of the requirements of all the elements and performance criteria
multiple smaller projects which together provide sufficient evidence of the requirements of all the elements and performance criteria.
A third-party report, or similar, may be needed to testify to the work done by the individual, particularly when the project has been done as part of a project team.
Assessment should use a real project in an operational workplace. Where this is not possible or practical, or where it is desirable to test for competence before taking a major role in a shutdown, assessment must occur using 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.
Knowledge evidence may be collected concurrently with performance evidence 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.