This unit involves the skills and knowledge required to manage instrumentation and control projects.

It includes managing safety, budget variation, personnel, resources and critical path timelines; implementing project plan strategies; identifying measurable outcomes; managing conflict; monitoring procurement and completing documentation.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Determine scope of instrumentation and control project

1.1

Work health and safety (WHS)/occupational health and safety (OHS) processes and workplace procedures for a given work area are identified, obtained and applied

1.2

Project deliverables and budget are determined from project planning and/or relevant documentation and discussions with relevant person/s

1.3

Measurable outcomes are identified to evaluate project on completion from project planning and relevant documentation

1.4

Plant, materials and skills required to meet project outcome are determined from project planning and relevant documentation

1.5

Processes are developed to manage contract variations from discussions with relevant person/s in accordance with contractual agreement and workplace procedures

2

Manage project

2.1

WHS/OHS requirements, workplace procedures and programs are implemented and monitored

2.2

Achievement of project outcome is delegated to relevant person/s involved in project

2.3

Risk events are identified and project plan strategies implemented to ensure standard of quality outcomes are achieved in accordance with WHS/OHS requirements and contractual agreement

2.4

Procurement processes are monitored to ensure timely supply of plant and materials in accordance with workplace procedures and project plan

2.5

Project progress is monitored in accordance with schedule, quality requirements and budget

2.6

Conflict issues on worksite between stakeholders, clients and regulators are identified and managed in accordance with workplace procedures

2.7

Variations are managed in accordance with workplace procedures and project plan

2.8

Project records are maintained, progress reports written and forwarded to relevant person/s

3

Complete instrumentation and control project

3.1

Project outcomes are reviewed in accordance with project scope, implemented risk strategies, contract variations, safety record and budget

3.2

Project completion acceptance is sought from relevant person/s and handover documented in accordance with workplace procedure

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least two separate occasions and include:

adopting risk management strategies

applying relevant work health and safety (WHS)/occupational health and safety (OHS) requirements, including:

using risk control measures

completing project

delegating achievement of project outcomes

determining plant, materials and skills required to meet project outcomes

determining project deliverables and budget

developing processes manage contract variations

identifying and managing conflicts

identifying measurable outcomes

maintaining records and submitting progress reports

managing resources and variations

monitoring procurement processes

monitoring project progress in accordance with schedule, quality requirements and budget.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

relevant instrumentation and control project management, including:

communication management

control system industry sector customs and practices

customer/client relations

defining project parameters

financial management

human resource management

physical resource management

procurement management

quality management

risk management and contingencies

time management

relevant manufacturer specifications

relevant job safety assessments or risk mitigation processes

relevant WHS/OHS legislated requirements

relevant workplace documentation, including:

project records

contracts

relevant workplace quality, instructions, policies and procedures.

Assessors must hold credentials specified within the Standards for Registered Training Organisations current at the time of assessment.

Assessment must satisfy the Principles of Assessment and Rules of Evidence and all regulatory requirements included within the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in suitable workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated suitable workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Resources for assessment must include access to:

a range of relevant exercises, case studies and/or simulations

relevant and appropriate materials, tools, facilities and equipment currently used in industry

resources that reflect current industry practices in relation to managing instrumentation and control projects

applicable documentation, including workplace procedures, equipment specifications, regulations, codes of practice and operation manuals.

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

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.

Electrotechnology

Instrumentation & Control