UEGNSG122B - Manage a customer service gas business unit assessment tool

Assessor Resource

UEGNSG122B
Manage a customer service gas business unit

Assessment tool

Version 1.0
Issue Date: April 2024

This competency standard shall apply to any basic and safe work site where Gas Industry operations occur. It could also apply, where applicable to other workplaces in the electricity supply industry (transmission and distribution and generation), the electrotechnology industry and the water industry, subject to all Occupational Health and Safety and duty of care requirements being met for the workplace.

1) Scope:

1.1) Descriptor

This Unit covers the requirements to manage a customer service gas business unit, to meet the needs of its customer base. This competency standard refers to Resources; Appropriate persons; Relevant persons; Legislative requirements; Effective communication; Relevant documentation; Records and reports; Business plans and marketing plans.

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

Prerequisites

Prerequisite Unit(s)

Competencies

4.1)

Granting of competency in this unit shall be made only after competency in the following unit(s) has/have been confirmed:

Nil

Literacy and numeracy skills

4.2)

Participants are best equipped to achieve this unit if they have reading, writing and numeracy skills indicated by the following scales. Description of each scale is given in Volume 2, Part 3 ‘Literacy and Numeracy’

Reading

Writing

Numeracy

Employability Skills

This unit contains Employability Skills

The required outcomes described in this unit of competency contain applicable facets of Employability Skills. The Employability Skills Summary of the qualification in which this unit of competency is packaged will assist in identifying Employability Skill requirements.

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.

9) The Evidence Guide forms an integral part of this Unit and shall be used in conjunction with all components parts of this unit and performed in accordance with the Assessment Guidelines of this Training Package.

Overview of Assessment	9.1)
	Longitudinal competency development approaches to assessment, such as Profiling, require data to be reliably gathered in a form that can be consistently interpreted over time. This approach is best utilised in Apprenticeship programs and reduces assessment intervention. It is the Industry’s preferred model for apprenticeships. However, where summative (or final) assessment is used it is to include the application of the competency in the normal work environment or, at a minimum, the application of the competency in a realistically simulated work environment. It is recognised that, in some circumstances, assessment in part or full can occur outside the workplace. However, it must be in accord with industry and regulatory policy in this regard.
	Methods chosen for a particular assessment will be influenced by various factors. These include the extent of the assessment, the most effective locations for the assessment activities to take place, access to physical resources, additional safety measures that may be required and the critical nature of the competencies being assessed.
	The critical safety nature of working with electricity, electrical equipment, gas or any other hazardous substance/material carries risk in deeming a person competent. Hence, sources of evidence need to be ‘rich’ in nature so as to minimise error in judgment. Activities associated with normal every day work have a bearing on the decision as to how much and how detailed the data gathered will contribute to its ‘richness’. Some skills are more critical to safety and operational requirements while the same skills may be more or less frequently practised.
	These points are raised for the assessors to consider when choosing an assessment method and developing assessment instruments. Sample assessment instruments are included in the Assessment Guidelines of this Training Package.

Critical aspects of evidence required to demonstrate competency in this unit	9.2)
	Before the critical aspects of evidence are considered all prerequisites shall be met.
	Evidence for competence in this unit shall be considered holistically. Each element and associated Performance Criteria shall be demonstrated on at least two occasions. Evidence shall comprise:
	A representative body of Performance Criteria demonstrated within the timeframes typically expected of the discipline, work function and industrial environment. In particular this shall incorporate evidence that shows a candidate is able to:
	Implement Occupational Health and Safety workplace procedures and practices including the use of risk control measures as specified in the Performance Criteria and range
	Apply sustainable energy principles and practices as specified in the Performance Criteria and range
	Demonstrate an understanding of the essential knowledge and associated skills as described in this unit to such an extent that the learner’s performance outcome is reported in accordance with the preferred approach; namely a percentile graded result, where required by the regulated environment
	Demonstrate an appropriate level of employability skills
	Conduct work observing the relevant Anti discrimination legislation, regulations, polices and workplace procedures
	Demonstrate performance across a representative range of contexts from the prescribed items below:

Range of tools/equipment/procedures/workplace
Group No	The minimum number of items on which skill is to be demonstrated	Item List
A	At least 3	Resources: Appropriate/relevant persons Materials, tools and equipment Personal protective equipment Company standard operating procedures Equipment manuals Training resources
B	At least 2	Appropriate persons: Organisation employees Contractors Maintenance persons Appropriately experienced and qualified persons Site security persons
C	At least 5	Relevant persons: Other supervisors Managers Inter-company departments Other utilities Consultants Council representatives Government bodies/agencies Producers Transporters Shippers Customers Landowners/Traditional landowners
D	All	Legislative requirements: Occupational Health and Safety legislation Relevant Government Acts, regulations and codes of practice Australian Standards and Codes of Practice Environmental legislative requirements
E	All	Effective communication: Verbal directions Relevant documentation Projects records/reports Presentations and meetings
F	At least 4	Relevant documentation: Company business plans and marketing plans Business projections Budgets and forecasts Profit and loss statements Company standard operation and safety procedures/management plans and policies Company forms and files OHS, legislation and codes of practice Relevant Government Acts, regulations and codes of practice Environmental legislative requirements Quality assurance Commercial agreements
G	At least 2	Records and reports: Business plans and marketing plans KPI's reports Financial reports and forecasts Monthly statements/invoices Persons reports Lost time Injury reports Debtor/creditor reports
H	All	Understanding of concepts and skills for Gas Industry supervisors Communication for Gas Industry supervisors Understanding of project management techniques Managing environmental and cultural sensitive issues
I	At least one occasion	Deal with an unplanned event by drawing on essential knowledge and associated skills to provide appropriate solutions incorporated in the holistic assessment with the above listed items

Context of and specific resources for assessment	9.3)
	This unit should be assessed as it relates to normal work practice using procedures, information and resources typical of a workplace. This should include:
	OHS policy and work procedures and instructions.
	Suitable work environment, facilities, equipment and materials to undertake actual work as prescribed by this Unit.
	Appropriate environmental regulation and work practices.
	Appropriate organisational requirements.
	Appropriate work environment, equipment and tools.
	In addition to the resources listed above in, Context of and specific resources for assessment, evidence should show demonstrated competency in Manage a customer service gas business unit
	Assessment of this competency must also be undertaken in either an actual workplace or under a simulated work environment. Assessment must also integrate the employability skills.

Method of assessment	9.4)
	This Unit shall be assessed by methods given in Volume 1, Part 3 ‘Assessment Guidelines’.
	Note: Competent performance with inherent safe working practices is expected in the Industry to which this Unit applies. This requires that the specified Essential Knowledge and Associated Skills are assessed in a structured environment which is primarily intended for learning/assessment and incorporates all necessary equipment and facilities for learners to develop and demonstrate the Essential Knowledge and Associated Skills described in this unit.

Concurrent assessment and relationship with other units	9.5)
	There are no recommended concurrent assessments with this unit, however in some cases efficiencies may be gained in terms of learning and assessment effort being concurrently managed with allied Units where listed.
	UEGNSG117B	Plan and implement the data acquisition and metering requirements of a gas system
	UEGNSG118B	Select and commission equipment to meet pressure and temperature control specifications
	UEGNSG119B	Manage workplace risk
	UEGNSG120B	Manage gas system environmental compliance
	UEGNSG121B	Prepare and design specifications for a gas system
	UEGNSG115B	Manage gas system projects
	UEGNSG123B	Manage financial resources
	UEGNSG116B	Manage physical resources

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.

8) This describes the essential skills and knowledge and their level, required for this unit.

Evidence shall show that knowledge has been acquired of safe working practices for managing a customer service gas business unit.

All knowledge and skills detailed in this unit should be contextualised to current industry practices and technologies.

KS01-G122B	Gas business unit customer service
	G 6.1.1	Understand and utilise concepts and skills for Gas Industry supervisors Evidence shall show an understanding and interpretation of the concepts and skills required of Gas Industry supervisors to undertake activities, indicated by the following: applicable mathematical techniques and principles to enable production of relevant supervisory level calculations, data processing requirements and reports engineering principles and operating principles of pipeline systems understanding of safe design principles appropriate environmental requirements correctly read, analyse, interpret and record data third-party service location methods construction principles and safety applicable gas chemistry, properties and characteristics.
	G 6.1.2	Understand and utilise information for Gas Industry supervisors Evidence shall show an understanding of the requirements to undertake supervision/management in a Gas Industry environment, indicated by the following: principles of gas flow and gas metering organisational standard operating procedures site specific safety legislation and safety requirements overview of Occupational Health and Safety including systematic approaches to OHS health and safety stakeholders (union, employers, workers, contractors and managers) hazards risk assessment and control relating to areas such as: electrical safety vibration outdoor work stress equipment, tools and plant noise chemicals and substances manual handling confined spaces Stakeholder Relations managing contractors, industry awards, and employee entitlements understanding government and business relations employee associations industry associations awards and agreements collective bargaining and individual agreements conciliation, arbitration, mediation and negotiation coordinate the work of others adhere to OHS legislation and regulations understanding government and the development of statute and common law principles of Occupational Health and Safety and risk management Occupational Health and Safety legislation and regulations observe environmental and legislative requirements understanding government and the development of statute and common law principles of Occupational Health and Safety environmental and other legislative requirements apply applicable permit to work system including types of permit limitations understanding the permit to work system identifying the limitations in a permit to work system develop and review standard operating procedures review and report on completed work employ correct waste management procedures appropriate waste management procedures organisational requirements for waste management consequences of not managing waste effectively knowledge of native title issues and legislation analyse relevant workplace data eg incident and environmental monitoring to evaluate the effectiveness of the OHS management system.
	G 6.1.4	Communicate effectively Evidence shall show an understanding and utilisation of technology for communication in a Gas Industry environment, indicated by the following: effective communication for Gas Industry managers and supervisors motives for communication communication networks: who communicates with whom verbal and non-verbal communication choosing the medium and the flow of a message blocks to effective communication analyse and interpret recorded data, review and report use information technology for communication understanding how to use information technology effective use of email, internet and other communication mediums.
	G 6.1.6	Plan and carry out project management Evidence shall show an understanding and application of the requirements to undertake project management in a Gas Industry environment, indicated by the following: project management and costing project planning processes determining project costing planning for events and milestones determining inputs producing outputs to a plan planning theory and its processes the importance of planning the planning process organisational goals and objectives strategic planning operational planning forecasting prioritise techniques organising/prioritise work flows time management stress management managing persons and resources including consultants understanding people understanding behaviour perceiving the causes of behaviour defining leadership manage meetings understanding organisational communication formal and informal organisational communication managing meetings and recording minutes drafting minutes prepare reports planning the writing process developing the scope and outline of a document/report drafting documents/reports utilising a plan and outline finalising documents/reports facilitate contracts and employment parliament, government and the law statute law common law contracts and contract law employment law understanding of sound business principles and performance measures understanding organisational behaviour business fundamentals establishing the principles of performance management establishing performance measures understanding of competition policy, budgets and product pricing and tariffs understanding of government business relations in the Gas Industry how tariffs are determined working within legislative guidelines in tariffs and pricing.
	G 6.1.8	Manage environmental and culturally sensitive issues Evidence shall show an understanding and implementation of the effective management of environmental and culturally sensitive issues in a Gas Industry environment, indicated by the following: understanding applicable environmental legislative compliance and regulation understanding government and laws penalties acting in compliance with laws understanding of cultural and community standards and their sensitivities communities and their interaction with government and business in Australia cultural issues in Australia using ethical behaviour in approaching cultural issues anti discrimination legislation in Australia native title issues in Australia understanding the impacts of gas installations and infrastructure on the environment and its impacts to native title government and business environmental obligations Australian environmental legislation and its affect on industry the impact of construction of assets to the Australian environment native title considerations for Gas Industry asset owners managing sensitive negotiations and communicating with a wide variety of stakeholders understanding stakeholder politics in Australia negotiation and bargaining conciliation and arbitration understanding of sensitive issues and the implications for negotiation.

10) This relates to the competency standard unit as a whole providing the range of contexts and conditions to which the Performance Criteria apply. It allows for different work environments and situations that will affect performance.

This Unit shall be demonstrated in relation to managing a customer service gas business unit.

The following constants and variables included in the element/Performance Criteria in this unit are fully described in the Definitions Section of this volume and form an integral part of the Range Statement of this unit:

Resources

Appropriate persons (6)

Relevant persons

Legislative requirements

Effective communication (6)

Relevant documentation (6)

Records and reports (6)

Business plans and marketing plans

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
Organisational, strategic and business plans and other relevant documentation is analysed and market analysis and environmental scans are performed according to established procedures
Products and services to form part of the business are selected consistent with the needs of the marketplace and the objectives of the organisation
Work roles and tasks are allocated according to requirements and individual’s competencies
Work is prioritised and sequenced for the most effective outcome and completed within an acceptable timeframe to a quality standard and in accordance with established procedures
Liaison and communication issues with authorised persons, authorities, clients and land owners are resolved and activities coordinated to carry out work
Risk control measures are identified, prioritised and evaluated against the work schedule
Business unit objectives and key performance indicators are developed in consultation with relevant personnel and principle stakeholders
A marketing strategy is developed and budgets and business unit objectives are promoted through effective communication to appropriate personnel
Decisions are made on the basis of safety and effective outcomes according to requirements and established procedures
Mathematical models are used to analyse the effectiveness of the finished product as per requirements and established procedures
Essential Knowledge and Associated Skills are applied to analyse specific data and compare it with compliance specifications to ensure completion of the project within an agreed timeframe according to requirements
Testing is undertaken according to requirements and established procedures
Work teams are arranged to ensure planned goals are met according to established procedures
Solutions to non-routine problems are identified and actioned, according to requirements, using acquired Essential Knowledge and Associated Skills,
Quality of work is monitored against personal performance agreement and established organisational and professional standards
Strategic plans are developed incorporating organisation initiatives as per established procedures
Distribution systems are developed and sales and product pricing schedules are developed and confirmed with appropriate personnel
Key performance indicators are reviewed with appropriate personnel and barriers to performance are identified, analysed and recommendations for improvements made
Product quality and sales trends are monitored and recommendations made for replacement of product or review of marketing strategies
Customer energy needs are projected and new products identified and forward estimates made according to established procedures
Reports and completion documents are submitted to relevant persons for approval and where applicable, statutory or regulatory approval
Approved copies of documents are issued and records are updated in accordance with established procedures

Forms

Assessment Cover Sheet

UEGNSG122B - Manage a customer service gas business unit

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

UEGNSG122B - Manage a customer service gas business unit

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:

Assessor Resource

UEGNSG122B Manage a customer service gas business unitAssessment tool

Version 1.0 Issue Date: April 2024

Prerequisites

Employability Skills

Evidence Required

Submission Requirements

Assessment Tasks

Observation Checklist

Forms

Assessment Cover Sheet

UEGNSG122B - Manage a customer service gas business unit

Assessment task 1: [title]

Assessment Record Sheet

UEGNSG122B - Manage a customer service gas business unit

UEGNSG122B
Manage a customer service gas business unit

Assessment tool

Version 1.0
Issue Date: April 2024