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Elements and Performance Criteria

1. Determine the scope of the project
   • WHS/OHS requirements and workplace procedures for a given work area are identified, obtained and applied
2. Project deliverables and budget are determined from project planning and relevant documentation and/or discussions with relevant person/s
3. Measurable outcomes are identified to evaluate project on completion from project planning and relevant documentation in accordance with contractual agreement
4. Plant, materials and skills required to meet project outcomes are determined from project planning and relevant documentation in accordance with contractual agreement
5. Workplace procedures are developed for managing contract variations from discussions with relevant person/s in accordance with contractual agreement
   • WHS/OHS requirements and procedures are implemented and monitored
6. Achievement of project outcomes is assigned to relevant person/s involved in the project
7. Project risks are identified and project plan strategies implemented to ensure outcomes are achieved in accordance with relevant industry standards, WHS/OHS requirements, contractual agreement and workplace procedures
8. Procurement processes, timelines and supply of plant and materials are monitored in accordance with workplace procedures
9. Project progress is monitored in accordance with schedule, quality requirements and budget
10. Conflict issues at worksite between stakeholders, clients and regulators are identified and managed in accordance with workplace procedures
11. Variations are managed in accordance with workplace procedures and contractual agreement
12. Project records are maintained and forwarded to relevant person/s
    • Project outcomes, implemented risk strategies, contract variations, safety record and budget are reviewed in accordance with contractual agreement
13. Project completion acceptance is sought from relevant person/s and handover documented in accordance with workplace procedures

Range Statement

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

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Performance Evidence

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.

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Knowledge Evidence

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.

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