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Elements and Performance Criteria

1. Identify maintenance/project and plant requirements.
   • Analyse relevant company records to determine activities which have been scheduled for the shutdown
   • Obtain information on maintenance activities intended for the shutdown
   • Obtain information on production activities intended for the shutdown
   • Obtain information on projects or construction activities intended for the shutdown
   • Compile a list of all activities intended for the shutdown, including sufficient detail to allow for shutdown planning
   • Negotiate conflicts between proposed activities.
2. Identify tasks, timelines and resources.
   • Break down each agreed shutdown activity into required tasks
   • Determine time, people, material, other resources required and 'owner' for each task
   • Determine prerequisite tasks for each task
   • Identify conflicts between tasks arising from resources or other causes
   • Negotiate conflicts between tasks
   • Compile database of all tasks and their requirements.
3. Develop schedule.
   • Develop draft shutdown schedule (including planning activities)
   • Determine critical path for shutdown tasks
   • Analyse tasks on critical path to determine methods of reducing critical path
   • Develop revised schedule
   • Consult with all relevant stakeholders and analyse revised schedule for conflicts and possible savings
   • Negotiate conflicts
   • Develop final schedule and critical path.
4. Communicate with all relevant stakeholders.
   • Contribute to shutdown planning meetings with stakeholders.
   • Meet with stakeholders individually
   • Prepare reports and documents as required
   • Ensure all permissions required for tasks have been obtained
   • Liaise with suppliers and contractors to obtain parts, materials and services.
5. Monitor shutdown.
   • Establish systems to allow monitoring of shutdown to schedule
   • Monitor progress to schedule
   • Identify causes of not meeting schedule
   • Negotiate a solution to cause
   • Adjust schedule to meet changed circumstances but still meet overall timeline (if at all possible).

Required Skills

This describes the essential skills and knowledge and their level required for this unit

Required skills

Competence includes the ability to identify all necessary sequences of activities to ensure safe and efficient shutdown negotiate with a range of people to obtain the best outcome for the shutdown from the conflicting priorities use planning tools to develop and modify complex plansschedules use planning tools to optimise the plans use planning software eg critical path PERT or similar methods breakdown work tasks into stepsstagestradescontractorspartsdesignssparestools apply knowledge of plant operations clearancepermits logically sort work tasks into sequences optimise planned activities into a workable scheduleplan rescheduleadjustupdate plans during shutdown estimate labourjob timesmaterialsinteractions follow plant schematics apply process knowledge of plant apply mechanicalelectricalinstrument knowledge

Required knowledge

Competence includes an understanding of the operation of the plant and its units including principles of operation of entire plant being shut down physics and chemistry relevant to the plant being shut down and the materials processed and their hazardsrequirements plant idiosyncrasies all items on a schematic of the plant item and the function of each correct methods of starting stopping plant items function of major components and their problems

Evidence Required

The Evidence Guide provides advice on assessment and must be read in conjunction with the Performance Criteria Required Skills and Knowledge the Range Statement and the Assessment Guidelines for the Training Package
Overview of assessment	Assessment of this unit should include demonstrated competence on actual plant and equipment in a work environment The unit will be assessed in as holistic a manner as is practical and may be integrated with the assessment of other relevant units of competency Typically this unit will be assessed by a shutdown planning project It may not be appropriate to wait until the shutdown planning is completed as it may be desirable to test for competence before taking a major role in a shutdown In this case a simulation should be used This unit of competency requires a significant body of knowledge which will be assessed through questioning and the use of whatif scenarios both on the plant during demonstration of normal operations and walkthroughs of abnormal operations and off the plant
Critical aspects for assessment and evidence required to demonstrate competency in this unit	Competence must be demonstrated in the ability to undertake a structured analysis of the activities to be completed during the shutdown and then undertaking the planning in a systematic manner Consistent performance should be demonstrated In particular look to see that the plan minimizes the time of the shutdown required activitiestasks are actively sought broken into their components and scheduled plant drawings eg PampIDs and engineering specifications are interpreted correctly priorities for action consider all relevant factors This will typically be assessed by a major shutdown project on an operating plant One complex project or a number of simple projects is required to demonstrate competence As shutdown planning is usually a team activity it is appropriate to assess the technician while they undertake this activity as part of the team provided competence in all aspects can be demonstrated
Context of and specific resources for assessment	Assessment will require access to an operating plant over an extended period of time or a suitable method of gathering evidence of operating ability over a range of situations A bank of scenarioscase studieswhatifs will be required as will a bank of questions which will be used to probe the reasoning behind the observable actions
Method of assessment	In all plants it may be appropriate to assess this unit concurrently with relevant teamwork and communication units It may be appropriate to coassess this unit with PMASUPB Develop plant documentation PMASUP410B Develop plant documentation
Guidance information for assessment	Assessment processes and techniques must be culturally appropriate and appropriate to the oracy language and literacy capacity of the assessee and the work being performed

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Range Statement

The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the Performance Criteria, is detailed below. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.
Codes of practice/ standards	Where reference is made to industry codes of practice, and/or Australian/international standards, the latest version must be used.
Context	This unit of competency includes all such items of equipment and unit operations which are covered by the shutdown. Where only a plant area is being shut (or one plant in an integrated complex), it also includes the impact of the shut on those areas still operating. Databases may be: electronic databases (such as Access, DB, Oracle) other electronic forms (such as spread sheets) card files other paper based systems Scheduling may include: electronic project planning tools (such as MS Project) other specialised planning software paper techniques
Procedures	Procedures may be written, verbal, computer-based or in some other form. They include: all work instructions standard operating procedures formulas/recipes batch sheets temporary instructions any similar instructions provided for the smooth running of the plant. For the purposes of this Training Package, 'procedures' also includes good operating practice as may be defined by industry codes of practice (eg Responsible Care) and government regulations.
Health, safety and environment (HSE)	All operations to which this unit applies are subject to stringent health, safety and environment requirements, which may be imposed through State or Federal legislation, and these must not be compromised at any time. Where there is an apparent conflict between Performance Criteria and HSE requirements, the HSE requirements take precedence.

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