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Elements and Performance Criteria

1. Prepare to plan project
   • WHS/OHS requirements and workplace procedures for a given work area are identified, obtained and applied
2. Techniques for project planning are reviewed and adopted in accordance with workplace procedures
3. Project is determined from design brief specifications and/or relevant documentation and discussions with relevant person/s
4. Develop project plan proposal
   • Plant, material, labour and relevant costs are sought and obtained from relevant person/s in accordance with workplace procedures
5. Project budget is determined from estimated plant, material, labour and relevant costs in accordance with workplace procedures
6. Critical path analysis is applied to developing workflow strategies
7. Sources and availability of materials and human resources required for project are determined in accordance with workplace procedures
8. Risk management strategies are sought, obtained and incorporated in project plan
9. Project plan is reviewed and adjusted to rectify any anomalies in accordance with project plan
10. Project plan proposal is documented in accordance with workplace procedures
11. Obtain approval for project plan
    • Project plan is presented and discussed with relevant person/s
12. Alterations to the project plan resulting from the presentation/discussion are negotiated with relevant person/s in accordance with workplace procedures
13. Final project plan is documented and approval obtained from relevant person/s

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.
Planning refrigeration and air conditioning projects 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:

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.

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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 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.

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