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 the scope of the integration task

establish parameters to the integration task

communicate and negotiate with client and stakeholders

generate a range of solutions, including the technical requirements of an implementation plan, using systems thinking, innovation and creativity

apply design standards, performance analysis, modelling and simulation software

validate software

evaluate solutions for feasibility against design criteria

develop and optimise chosen solution and technical implementation plan and schedule

prepare proposals, including the implementation plan, resource requirements, documents, specifications, graphics and instructions

monitor and support implementation

commission the project or operation.

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.

Required skills

Required skills include:

interpreting features of machines or equipment

establishing parameters to the brief or contract, including extent to which integration task goes beyond own technical field

communicating and negotiating with client and stakeholders

generating a range of solutions, including the technical requirements of an implementation plan

applying design standards, performance analysis, and modelling and simulation software

validating software

evaluating solutions for feasibility against design criteria

developing and optimising chosen solution and technical implementation plan and schedule

preparing proposals, including the implementation plan, resource requirements, documents, specifications, graphics and instructions

monitoring and supporting implementation

commissioning the project or operation

Required knowledge

Required knowledge includes:

design, implementation, commissioning and troubleshooting process

technology requirements for integration task

holistic engineering principles, such as systems thinking, design, research and investigations methods

modelling and calculation techniques

current options and trends in design, performance analysis, and modelling and simulation software

software validation techniques

design and implementation criteria

critical activities and resources as input to the planning process

planning and scheduling techniques

requirements for sign-off

documentation, drawings, specifications and instructions required

OHS and regulatory requirements, codes of practice, standards and registration requirements

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.

Integration task

For the purposes of this unit, an integration task has the following features:

the integration must require application of engineering skill and knowledge across a range of engineering technologies and systems. The integration task may or may not go across disciplines or technical fields of work

the integration must not already be fully pre-designed

integration may be required across one or more processes, machines and sets of equipment

Typical integration tasks would be those requiring integration of mechanical, fluid power and electrical systems with control technologies, structural support, and other engineering-related systems as may be found in automated applications

Parameters to the integration brief

Parameters to the integration brief include:

technology and process limits

capital and design budgets

product cost limits and budgets

anticipated post-integration performance specifications

equipment availability, capacities and restrictions

specified administrative, communication and approval procedures

other special features and limits in the integration brief

Stakeholders

Stakeholders include:

clients

financier

project or operations team

support services, such as accounts and legal professionals, technical experts, suppliers and transporters

those responsible for plan implementation activities, such as installation, commissioning and process improvement

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

state and territory regulatory requirements

Software and validation techniques

Software may be employed for performance analysis/modelling. Underpinning program techniques and algorithms should be understood, such as:

the use of failure effects analysis (FEA) and numerical methods within object oriented modelling techniques

Validation techniques include:

comparison of traditional solutions for simple design problems with software solutions to the same design problems

review of previously implemented design challenges which were completed using the software

Sustainability

For the purposes of this unit, sustainability includes consideration of economic, social, ecological and resources implications of activities. Sustainability issues may include:

resources and energy:

sources, access, processing and consumption

food security and agriculture, health, education and shelter

land, energy and water

social and economic factors affecting design of machines and equipment

life cycle design of product (manufacture to re-manufacture or recycle)

raw material, solids and hazardous waste, and production by-products

contamination of land, air and stormwater pollutants, and discharge to sewerage

climate change

Monitor and support the implementation

Monitoring and supporting may include:

provision of assistance with hardware procurement and system assembly and arrangements to suit design

assisting installation and commissioning

provision of advice on adjustments, revisions and required documentation

Systems thinking

Systems thinking:

is the process of developing solutions within the context of an entire system

recognises that an improvement in one subsystem can adversely affect another subsystem

Critical activities and resources

Critical activities and resources are those identified as critical to schedule milestones and project success

Standards and codes

Standards refer to all relevant Australian and international standards and codes applicable to a particular design task

Planning and scheduling techniques

Implementation requirements may be a critical factor in evaluation of design options. Planning and scheduling options may include:

critical path or Pert network plans and Gantt charts