Assessor Resource

UEERA0058
Plan refrigeration and air conditioning projects

Assessment tool

Version 1.0
Issue Date: May 2024


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

It includes establishing budgets, applying critical path analysis, developing workflow strategies, and presenting and negotiating budgets and timelines.

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:

determining the project requirements accurately

establishing a project budget

developing effective workflow strategies

documenting project plan proposal

negotiating alterations to the proposed project plan successfully

obtaining approval of the final plan

dealing with unplanned events

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

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 planning, developing and documenting refrigeration and air conditioning project proposals, milestones and completion methods and techniques, including:

purpose of project planning

documents needed to plan a project

factors influencing sequence and restraints of project activities

critical path and project analysis encompassing:

purpose

essential data

relational sequence of work activities

graphical representation methods

methods of representing time/rates

monitoring methods

refrigeration and air conditioning industry sector customs and practices, safe working practices and relevant standards, codes and regulations

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 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.

Planning refrigeration and air conditioning projects 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:

determining the project requirements accurately

establishing a project budget

developing effective workflow strategies

documenting project plan proposal

negotiating alterations to the proposed project plan successfully

obtaining approval of the final plan

dealing with unplanned events

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

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 planning, developing and documenting refrigeration and air conditioning project proposals, milestones and completion methods and techniques, including:

purpose of project planning

documents needed to plan a project

factors influencing sequence and restraints of project activities

critical path and project analysis encompassing:

purpose

essential data

relational sequence of work activities

graphical representation methods

methods of representing time/rates

monitoring methods

refrigeration and air conditioning industry sector customs and practices, safe working practices and relevant standards, codes and regulations

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 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 
 
 
Plant, material, labour and relevant costs are sought and obtained from relevant person/s in accordance with workplace procedures 
 
 
 
 
 
 
Project plan is presented and discussed with relevant person/s 
 
 

Forms

Assessment Cover Sheet

UEERA0058 - Plan 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

UEERA0058 - Plan 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: