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

It includes applying critical path analysis; developing workflow strategies; and documenting, presenting and negotiating budgets and timelines.

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

Prepare to plan 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

Techniques for project planning are reviewed and adopted in accordance with workplace procedures

1.3

Instrumentation and control project is determined from design brief specification and/or relevant documentation and in discussions with relevant person/s

2

Develop project plan proposal

2.1

Estimated plant, material, labour and relevant costs are sought and obtained from relevant person/s in accordance with workplace procedures

2.2

Project budget is determined from estimated plant, material, labour and relevant costs in accordance with workplace procedures

2.3

Critical path analysis is applied to developing workflow strategies

2.4

Sources and availability of materials and human resources required for project are determined in accordance with workplace procedures

2.5

Risk management strategies are sought and obtained in accordance with project plan

2.6

Project plan is reviewed against inputs and adjusted to rectify any anomalies

2.7

Project plan proposal is documented in accordance with workplace procedures

3

Obtain approval for project plan

3.1

Project plan is presented and discussed with relevant person/s

3.2

Alterations to the project plan from presentation/discussion are negotiated with relevant person/s in accordance with workplace procedure

3.3

Final project plan is documented and approval obtained from relevant person/s

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:

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

using risk control measures

determining and adopting project planning techniques

developing effective workflow strategies

developing project plan proposal

documenting project plan proposal

establishing a project budget estimating plant, material, labour and related costs

negotiating alterations to proposed project plan

obtaining approval of the final plan

obtaining risk management strategies

preparing to plan project

reviewing project plan against inputs and rectifying any anomalies.

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:

control system industry sector customs and practices

critical path and project analysis

instrumentation and control project planning

relevant job safety assessments or risk mitigation processes

relevant manufacturer specifications

relevant plant, material, labour and related costs

relevant WHS/OHS legislated requirements

relevant workplace documentation, including:

design brief specification

project plan proposal

relevant workplace quality, instructions, policies and procedures

risk management strategies.

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 planning 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