1

Identify scope of machine installation, commissioning or modification task

1.1

Examine machine and equipment drawings, manufacturer’s manuals and other technical data on machines and equipment

1.2

Determine performance and production requirements expected from machines and equipment after installation, commissioning or modification

1.3

Determine relevant regulatory requirements

1.4

Inspect site and determine appropriateness of structural supports, ventilation, services, security and other critical requirements

1.5

Determine mechanical, electrical, fabrication and machine control skills and task requirements

1.6

Produce or review installation, commissioning or modification schedule

2

Brief team on requirements

2.1

Distribute and discuss drawings, schedules, and major materials and equipment with team

2.2

Arrange for request for further information (RFIs) with designers, where required

2.3

Brief team on key compliance and risk factors, including regulatory, occupational health and safety (OHS) and environmental requirements

2.4

Agree with team on critical control points and reporting requirements

3

Commence installation, commissioning or modification task

3.1

Supervise machine and equipment shutdowns required for task

3.2

Supervise unloading of any new machines, equipment and materials required for task

3.3

Check and determine that supply of services to work are adequate for task commencement

3.4

Ensure all tradespersons have correct drawings

4

Monitor progress and deal with contingencies

4.1

Establish procedures to ensure assembly and connections are against drawing specifications

4.2

Ensure electrical, fluid power, and control systems and circuits are consistent with specifications and regulations

4.3

Identify problems and contingencies and establish and rectify root cause

5

Finalise installation, commissioning or modification

5.1

Conduct final check to ensure installation, commissioning or modification is consistent with drawings, manufacturer manuals and any regulatory requirements

5.2

Conduct test run of equipment

5.3

Identify and correct any malfunctions or errors in required output

6

Conduct handover and finalise documentation

6.1

Brief client and operators on machine or equipment operation after installation

6.2

Prepare and submit any required reports on installation, commissioning or modification

Required skills

Required skills include:

performing responsibilities in priority order in accordance with implementation schedules

investigating and validating performance analysis, modelling and simulation software

interpreting machine and equipment design and detailed drawings, including the ability to:

identify materials and surface finishes used or required

apply assembly, fabrication and construction techniques used in the existing machinery or equipment and required for the installation, commissioning or modification task

identify systems and features of the machinery and equipment

identifying sustainability and environmental issues and implications for the installation, commissioning or modification task

selecting and using software and validation techniques, including 2-D and 3-D modelling

identifying problems that require solutions involving computations, such as rate of change, moments of inertia and friction forces, and arranging for, or undertaking, the required computations

identifying situations and issues that require additional technical or professional assistance

evaluating solutions for feasibility against the installation, commissioning or modification criteria, including relevant engineering, and financial calculations and analysis

selecting materials, equipment and sub-assemblies based on availability, price and performance characteristics

establishing budget and control measures for team, and incorporating within installation, commissioning or modification project control plan

delegating roles, responsibilities and levels of authority, as appropriate, to team members

communicating, negotiating and reviewing with stakeholders and team members throughout duration of installation, commissioning or modification project

Required knowledge

Required knowledge includes:

purpose of and range of systems typically found in modern machinery and equipment including:

hydraulics

pneumatics

electrical motors, electrical supply and associated equipment

electronics, mechatronics and other control systems

mechanical transmissions, including gears, shafts and clutches

force and stress analysis techniques

requirements for, and functions of, technical documentation, graphics and specifications and records of meetings, communications, negotiations, decisions and agreements with stakeholders

OHS requirements, codes of practice, regulations, standards, and regulatory requirements for project or operations

risk management and reduction, current safe work methods statements, material safety data sheets (MSDS) and work permits

professional and ethical practice

conflict resolution, problem solving and decision making

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Assessors must be satisfied that the candidate can competently and consistently:

determine features of machines or equipment, OHS, regulatory and risk management requirements both before and after installation, commissioning or modification

lead a multi-disciplinary team

measure, model, calculate and analyse using software and validation techniques

analyse drawings and manufacturer specifications to determine machine and equipment systems and components

determine steps and processes needed for machine and equipment installation

determine steps and processes needed for machine and equipment commissioning

determine steps and processes needed for machine and equipment modification

innovate and create solutions to engineering-related contingencies

verify machine and equipment performance to specifications after installation, commissioning or modification

communicate, negotiate and review with stakeholders and client throughout installation, commissioning or modification process.

Context of and specific resources for assessment

This unit may be assessed on the job, off the job or a combination of both on and off the job. Where assessment occurs off the job, that is, the candidate is not in productive work, then a simulated working environment must be used where the range of conditions reflects realistic workplace situations. The competencies covered by this unit would be demonstrated by an individual working alone or as part of a team.

Where applicable, reasonable adjustment must be made to work environments and training situations to accommodate ethnicity, age, gender, demographics and disability.

Access must be provided to appropriate learning and/or assessment support when required. Where applicable, physical resources should include equipment modified for people with disabilities.

Method of assessment

Assessment must satisfy the endorsed Assessment Guidelines of the MEM05 Metal and Engineering Training Package.

Assessment methods must confirm consistency and accuracy of performance (over time and in a range of workplace relevant contexts) together with application of underpinning knowledge.

Assessment methods must be by direct observation of tasks and include questioning on underpinning knowledge to ensure its correct interpretation and application.

Assessment may be applied under project-related conditions (real or simulated) and require evidence of process.

Assessment must confirm a reasonable inference that competency is able not only to be satisfied under the particular circumstance, but is able to be transferred to other circumstances.

Assessment may be in conjunction with assessment of other units of competency where required.

Guidance information for assessment

Assessment processes and techniques must be culturally appropriate and appropriate to the language and literacy capacity of the candidate and the work being performed.

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. 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) may also be included.

Installation, commissioning or modification

Installation, commissioning or modification refers to machinery and equipment projects that have the following features:

the performance of the whole machine or equipment must be verified against drawings, client brief and manufacturer specifications at the conclusion of the project

skills and knowledge above the trade level are required for planning and supervising the installation, commissioning or modification project

work is conducted against a formal design

RFIs

RFIs are formal queries to designers seeking clarifications or additional information to enable the installation, commissioning or modification project to proceed

Appropriate technical personnel and professionals

Appropriate technical and professional assistance may include:

technical support and advice relating to elements which have intrinsic dangers, such as:

high pressure

energised fluid vessels

high temperatures and heat energy capacity

wiring or devices with high current or voltages above extra low voltage

professional support for technologies, such as:

specialist electric motor drives and controllers

specialist materials, plastics, metal alloys and nano materials

special processes, foundry, alloy welding, heat treatment, sealing and fastening

professional services for:

finance, accounts and tax

insurance and legal

training and human resources (HR)

OHS, regulatory, sustainability and environmental issues

OHS, regulatory, sustainability and environmental issues may include:

OHS Acts and regulations

relevant standards

industry codes of practice

risk assessments

registration requirements

safe work practices

minimising ecological and environmental footprint of process, plant and product

maximising economic benefit of process plant and product to the organisation and the community

minimising the negative OHS impact on employees, community and customer

state and territory regulatory requirements