Assessor Resource

UEERA0055
Manage refrigeration and air conditioning projects

Assessment tool

Version 1.0
Issue Date: May 2024


This unit involves the skills and knowledge required to manage refrigeration and air conditioning projects.

It includes the management of safety, budget, variations, personnel, resources and critical path timelines and all necessary progress and completion documentation.

The skills and knowledge described in this unit may, in some jurisdictions, require a licence or permit to practice in the workplace subject to regulations for undertaking refrigeration and air conditioning work.

Practice in the workplace and during training is also subject to work health and safety (WHS)/occupational health and safety (OHS) regulations.

No other 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:

establishing the scope of the project accurately

ascertaining the input to a project

developing effective management processes

managing resources and variations effectively

resolving conflicts

adopting risk management strategies

maintaining records and submitting progress reports

meeting project outcomes

dealing with unplanned events

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

completing projects

managing 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 and include knowledge of:

refrigeration and air conditioning project management methods and techniques, safe working practices and relevant standards, codes and regulations, including:

defining project parameters, including:

project scope; project stakeholders and clients; project phases and the relationship between phases; time requirements and limitations; resource requirements and limitations; quality requirements and limitations

time management, including:

time management concepts and standard practices for ensuring a project runs to time

financial management, including:

financial management concepts; standard practices for managing project finances; project budgets; costs, variations and estimations; invoicing against project phases/deliverables and acquittals

quality management, including:

quality management concepts; standard practices for managing quality within a project

human resource management, including:

human resource management concepts and standard practices for managing personnel within a project

communication management, including:

communication management concepts and standard practices for managing communication within a project

risk management and contingencies, including:

risk management concepts; standard practices for managing risk within a project; internal risks; external risks; risk minimisation; risk removal and contingencies

procurement management, including:

procurement management concepts and standard practices for managing procurement

physical resource management, including:

types of physical resource, including equipment, technology, information, facilities; physical resource management concepts and standard practices for managing physical resources

contracts, including:

understanding project contracts; standard practices for working to contract specifications; contract format; contract content; legal obligations of contract parties; and accompanying documentation, including contract schedules

performance assessment and continuous improvement, including:

standard performance assessment practices and standard continuous improvement practices

engineering ethics principles

customer/client relations, including:

importance of customer/client relations

interpersonal skills that enhance customer/client

dispute resolution

customer/client relations strategies

refrigeration and air conditioning industry sector customs and practices, including:

technical aspects of project planning and management encompassing:

method of ensuring equipment meets specified performance requirements

performance/cost-benefit analysis

equipment procurement

typical approaches to planning and management

successful planning techniques

best practice management methods and styles

relevant manufacturer specifications

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

relevant WHS/OHS legislated requirements

relevant workplace documentation

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 suitable workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated suitable 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 simulations

relevant and appropriate materials, tools, facilities and equipment 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.

Managing a refrigeration and air conditioning project must include the following:

an industry accepted medium-sized refrigeration or air conditioning project

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:

establishing the scope of the project accurately

ascertaining the input to a project

developing effective management processes

managing resources and variations effectively

resolving conflicts

adopting risk management strategies

maintaining records and submitting progress reports

meeting project outcomes

dealing with unplanned events

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

completing projects

managing 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 and include knowledge of:

refrigeration and air conditioning project management methods and techniques, safe working practices and relevant standards, codes and regulations, including:

defining project parameters, including:

project scope; project stakeholders and clients; project phases and the relationship between phases; time requirements and limitations; resource requirements and limitations; quality requirements and limitations

time management, including:

time management concepts and standard practices for ensuring a project runs to time

financial management, including:

financial management concepts; standard practices for managing project finances; project budgets; costs, variations and estimations; invoicing against project phases/deliverables and acquittals

quality management, including:

quality management concepts; standard practices for managing quality within a project

human resource management, including:

human resource management concepts and standard practices for managing personnel within a project

communication management, including:

communication management concepts and standard practices for managing communication within a project

risk management and contingencies, including:

risk management concepts; standard practices for managing risk within a project; internal risks; external risks; risk minimisation; risk removal and contingencies

procurement management, including:

procurement management concepts and standard practices for managing procurement

physical resource management, including:

types of physical resource, including equipment, technology, information, facilities; physical resource management concepts and standard practices for managing physical resources

contracts, including:

understanding project contracts; standard practices for working to contract specifications; contract format; contract content; legal obligations of contract parties; and accompanying documentation, including contract schedules

performance assessment and continuous improvement, including:

standard performance assessment practices and standard continuous improvement practices

engineering ethics principles

customer/client relations, including:

importance of customer/client relations

interpersonal skills that enhance customer/client

dispute resolution

customer/client relations strategies

refrigeration and air conditioning industry sector customs and practices, including:

technical aspects of project planning and management encompassing:

method of ensuring equipment meets specified performance requirements

performance/cost-benefit analysis

equipment procurement

typical approaches to planning and management

successful planning techniques

best practice management methods and styles

relevant manufacturer specifications

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

relevant WHS/OHS legislated requirements

relevant workplace documentation

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 suitable workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated suitable 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 simulations

relevant and appropriate materials, tools, facilities and equipment 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
WHS/OHS requirements and workplace procedures for a given work area are identified, obtained and applied 
 
 
 
WHS/OHS requirements and procedures are implemented and monitored 
 
 
 
 
 
 
Project outcomes, implemented risk strategies, contract variations, safety record and budget are reviewed in accordance with contractual agreement 
 

Forms

Assessment Cover Sheet

UEERA0055 - Manage refrigeration and air conditioning 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

UEERA0055 - Manage refrigeration and air conditioning 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: