Assessor Resource

UEERA0030
Develop specifications and prepare drawings for HVAC/R projects

Assessment tool

Version 1.0
Issue Date: May 2024


This unit involves the skills and knowledge required to develop specifications and prepare drawings for heating, ventilation and air conditioning/refrigeration (HVAC/R) system projects.

It includes working safely, following a design brief for HVAC/R systems, selecting system components, operating within established project budget, and developing project specifications and design drawings.

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.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria and range of conditions on at least one occasion and include:

determining the project requirements accurately

establishing source and availability of components appropriately, including the performance requirements of components and the system and risk management strategies in the specifications

negotiating alterations to the project specifications and drawings successfully

documenting project specifications and drawings in accordance with organisation policies and procedures

obtaining approval for the completed project specifications and drawings

dealing with unplanned events

applying relevant work health and safety (WHS)/occupational health and safety (OHS) requirements workplace procedures and practices, including using risk control measures

applying sustainable energy principles and practices

developing specifications and preparing drawings for heating, ventilation and air conditioning/refrigeration (HVAC/R) system projects, including:

using appropriate information technology in accordance with workplace procedures.

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

specification development - specification writing; safe working practices and relevant standards, codes and regulations, including:

purpose and nature of specification

performance based specifications

prescriptive specifications

acceptable evidence of compliance

additional service required with the supply of equipment

dealing with suppliers and manufacturer’s

documenting specification

computer-aided drafting (CAD):

specific procedures:

creating symbols for library files

program specific commands

speed enhancement

configuring the digitising tablet

methodology for creating layers:

name

colour

line type

methodology for drawing variables:

limits

grid

snap

dimensions

text

units

ISO drawing sheets

advanced drawings

multiple three-dimensional views:

setting up environment on screen

top view

front and side views

three-dimensional views

movement through space:

draw on any created views

relocate coordinate system as necessary

creation of views:

creation of three-dimensional geometric shapes

creation of three-dimensional complex view by:

manipulation of drawing planes

location of geometric shapes

editing:

use of function to facilitate modification of geometric shapes in completion of a three-dimensional view

display of three-dimensional view:

wire line

solid face

isometric

perspective

orthographic:

saving:

use of assembly drawing file for plotting

design brief requirements

information technology

relevant manufacturer specifications

relevant safe work method statements (SWMS)/job safety assessments or risk mitigation processes

relevant WHS/OHS legislated requirements

relevant workplace policies and procedures.

Assessors must hold credentials specified within the Standards for Registered Training Organisations current at the time of assessment.

Assessment must satisfy the Principles of Assessment and Rules of Evidence and all regulatory requirements included within the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

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.

Resources for assessment must include access to:

a range of relevant exercises, case studies and/or other simulations

relevant and appropriate materials, tools, equipment and information technology currently used in industry

applicable documentation, including workplace procedures, equipment specifications, regulations, codes of practice and operation manuals.

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.

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions may be found in the UEE Electrotechnology Training Package Companion Volume Implementation Guide.

Developing HVAC/R specifications and preparing drawings must include at least the following:

two different HVAC/R projects

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria and range of conditions on at least one occasion and include:

determining the project requirements accurately

establishing source and availability of components appropriately, including the performance requirements of components and the system and risk management strategies in the specifications

negotiating alterations to the project specifications and drawings successfully

documenting project specifications and drawings in accordance with organisation policies and procedures

obtaining approval for the completed project specifications and drawings

dealing with unplanned events

applying relevant work health and safety (WHS)/occupational health and safety (OHS) requirements workplace procedures and practices, including using risk control measures

applying sustainable energy principles and practices

developing specifications and preparing drawings for heating, ventilation and air conditioning/refrigeration (HVAC/R) system projects, including:

using appropriate information technology in accordance with workplace procedures.

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

specification development - specification writing; safe working practices and relevant standards, codes and regulations, including:

purpose and nature of specification

performance based specifications

prescriptive specifications

acceptable evidence of compliance

additional service required with the supply of equipment

dealing with suppliers and manufacturer’s

documenting specification

computer-aided drafting (CAD):

specific procedures:

creating symbols for library files

program specific commands

speed enhancement

configuring the digitising tablet

methodology for creating layers:

name

colour

line type

methodology for drawing variables:

limits

grid

snap

dimensions

text

units

ISO drawing sheets

advanced drawings

multiple three-dimensional views:

setting up environment on screen

top view

front and side views

three-dimensional views

movement through space:

draw on any created views

relocate coordinate system as necessary

creation of views:

creation of three-dimensional geometric shapes

creation of three-dimensional complex view by:

manipulation of drawing planes

location of geometric shapes

editing:

use of function to facilitate modification of geometric shapes in completion of a three-dimensional view

display of three-dimensional view:

wire line

solid face

isometric

perspective

orthographic:

saving:

use of assembly drawing file for plotting

design brief requirements

information technology

relevant manufacturer specifications

relevant safe work method statements (SWMS)/job safety assessments or risk mitigation processes

relevant WHS/OHS legislated requirements

relevant workplace policies and procedures.

Assessors must hold credentials specified within the Standards for Registered Training Organisations current at the time of assessment.

Assessment must satisfy the Principles of Assessment and Rules of Evidence and all regulatory requirements included within the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

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.

Resources for assessment must include access to:

a range of relevant exercises, case studies and/or other simulations

relevant and appropriate materials, tools, equipment and information technology currently used in industry

applicable documentation, including workplace procedures, equipment specifications, regulations, codes of practice and operation manuals.

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
Work health and safety (WHS)/occupational health and safety (OHS) processes and workplace procedures for a given work area are identified and applied 
 
 
 
Sources of components and materials needed for the HVAC/R project are determined and selected for their availability, suitability for purpose and cost in accordance with workplace policies and procedures 
 
 
 
 
 
 
 
HVAC/R project specifications and drawings are presented and discussed with relevant person/s 
 
 

Forms

Assessment Cover Sheet

UEERA0030 - Develop specifications and prepare drawings for HVAC/R 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

UEERA0030 - Develop specifications and prepare drawings for HVAC/R 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: