This unit involves the skills and knowledge required to plan refrigeration and air conditioning projects.

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

The skills and knowledge described in this unit may, in some jurisdictions, require a licence or permit to practice in the workplace subject to regulations for undertaking refrigeration and air conditioning work.

Practice in the workplace and during training is also subject to work health and safety (WHS)/occupational health and safety (OHS) regulations.

No other 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

WHS/OHS requirements 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

Project is determined from design brief specifications and/or relevant documentation and discussions with relevant person/s

2

Develop project plan proposal

2.1

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, obtained and incorporated in project plan

2.6

Project plan is reviewed and adjusted to rectify any anomalies in accordance with project plan

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 resulting from the presentation/discussion are negotiated with relevant person/s in accordance with workplace procedures

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, 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.

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.

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

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.

Planning refrigeration and air conditioning projects must include the following:

an industry accepted medium-sized refrigeration or air conditioning project

Electrotechnology

Refrigeration and air-conditioning