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Evidence Guide: SRXFAC005B - Coordinate facility and equipment acquisition and maintenance

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

SRXFAC005B - Coordinate facility and equipment acquisition and maintenance

What evidence can you provide to prove your understanding of each of the following citeria?

Establish maintenance systems

  1. Establish systems to ensure that the condition and performance of equipment and facilities are regularly reported and discussed within the organisation
  2. Identify areas/items prone to defects, demonstrating frailty, or scheduled for regular maintenance, and use information to develop a long-term maintenance plan
  3. Inform individuals in the organisation who are responsible for performing regular or scheduled maintenance duties of the details of the plan
  4. Identify organisations and/or individuals suitably qualified to offer maintenance repair, and store contact numbers for easy access
  5. Identify data to be included in the reports on repair work
  6. Develop systems to ensure that urgent/non-routine maintenance jobs are reported to the appropriate authority as soon as problems are found
Establish systems to ensure that the condition and performance of equipment and facilities are regularly reported and discussed within the organisation

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify areas/items prone to defects, demonstrating frailty, or scheduled for regular maintenance, and use information to develop a long-term maintenance plan

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Inform individuals in the organisation who are responsible for performing regular or scheduled maintenance duties of the details of the plan

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify organisations and/or individuals suitably qualified to offer maintenance repair, and store contact numbers for easy access

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify data to be included in the reports on repair work

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop systems to ensure that urgent/non-routine maintenance jobs are reported to the appropriate authority as soon as problems are found

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Research and plan for facility and equipment maintenance

  1. Identify work requirements and clarify/confirm with appropriate parties or by site inspection
  2. Identify, apply and monitor relevant codes and standards, apply and monitor throughout the work procedure
  3. Identify, obtain and inspect resources and service providers required to satisfy the work plan for compliance with the job specifications
  4. Select and interpret relevant plans, drawings and text in accordance with the work plan
  5. Plan maintenance in detail including sequencing, prioritising and considerations made where appropriate for the maintenance of safety, security and capacity in accordance with system/site/organisation requirements and reference information
  6. Resolve coordination requirements, including requests for isolations where appropriate, with others involved, affected or required by the work
  7. Identify potential hazards and select prevention and/or control measures
  8. Address equipment and facility maintenance history, condition monitoring information, recent modifications and existing status in defining work scope
  9. Undertake costings of work and assess impact on budget
  10. Identify needs for operational testing and/or recommissioning
Identify work requirements and clarify/confirm with appropriate parties or by site inspection

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify, apply and monitor relevant codes and standards, apply and monitor throughout the work procedure

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify, obtain and inspect resources and service providers required to satisfy the work plan for compliance with the job specifications

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Select and interpret relevant plans, drawings and text in accordance with the work plan

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Plan maintenance in detail including sequencing, prioritising and considerations made where appropriate for the maintenance of safety, security and capacity in accordance with system/site/organisation requirements and reference information

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Resolve coordination requirements, including requests for isolations where appropriate, with others involved, affected or required by the work

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify potential hazards and select prevention and/or control measures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Address equipment and facility maintenance history, condition monitoring information, recent modifications and existing status in defining work scope

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Undertake costings of work and assess impact on budget

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify needs for operational testing and/or recommissioning

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop maintenance plan

  1. Schedule work scope into a plan in accordance with established criteria and demonstrate the sequence and emphasis in maintenance plan are in accordance with organisational procedures
  2. Ensure that work schedules are realistic in their expectations of the frequency with which maintenance checks are to be performed and contain the required information to allow efficient operation of maintenance checks
  3. Document isolation and access requests in accordance with organisation requirements
  4. Develop plans in conjunction with other affected groups in accordance with organisation requirements
  5. Confirm availability of resources and document in accordance with organisation requirements
  6. Attach relevant information to work activities to maintenance plan in accordance with organisation requirements
  7. Document maintenance plans and associated information and distribute through communication channels to all affected staff in accordance with organisation communication systems
  8. Draft maintenance methods in accordance with criteria developed in research
  9. Format maintenance methods in a legible, accurate and accessible document in accordance with organisation requirements
  10. Demonstrate recording systems that are uncomplicated, clear and suited to the organisation's needs
  11. Present methods for review to relevant staff in accordance with organisation requirements
Schedule work scope into a plan in accordance with established criteria and demonstrate the sequence and emphasis in maintenance plan are in accordance with organisational procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Ensure that work schedules are realistic in their expectations of the frequency with which maintenance checks are to be performed and contain the required information to allow efficient operation of maintenance checks

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Document isolation and access requests in accordance with organisation requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop plans in conjunction with other affected groups in accordance with organisation requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Confirm availability of resources and document in accordance with organisation requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Attach relevant information to work activities to maintenance plan in accordance with organisation requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Document maintenance plans and associated information and distribute through communication channels to all affected staff in accordance with organisation communication systems

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Draft maintenance methods in accordance with criteria developed in research

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Format maintenance methods in a legible, accurate and accessible document in accordance with organisation requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Demonstrate recording systems that are uncomplicated, clear and suited to the organisation's needs

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Present methods for review to relevant staff in accordance with organisation requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Implement and monitor maintenance plan

  1. Allocate maintenance information to appropriate staff
  2. Seek feedback on application/progress of maintenance methods and plans and modify maintenance methods/plans to reflect feedback obtained
  3. Review/approve modification of method/plan is by relevant staff
  4. Distribute amended/updated documentation to relevant staff in accordance with organisation communication system
  5. Preparation and implementation of strategies are achieved using the services of maintenance and planning staff both within and beyond the authority of this work
Allocate maintenance information to appropriate staff

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Seek feedback on application/progress of maintenance methods and plans and modify maintenance methods/plans to reflect feedback obtained

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Review/approve modification of method/plan is by relevant staff

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Distribute amended/updated documentation to relevant staff in accordance with organisation communication system

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Preparation and implementation of strategies are achieved using the services of maintenance and planning staff both within and beyond the authority of this work

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor on-site maintenance contracts and contractors

  1. Observe the workings of the maintenance contractors constantly
  2. Ensure the work is in accordance with the requirements of the contract
  3. Ensure the work of the contractors is scheduled in line with operation of the service
Observe the workings of the maintenance contractors constantly

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Ensure the work is in accordance with the requirements of the contract

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Ensure the work of the contractors is scheduled in line with operation of the service

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Supervise the storage of equipment

  1. Establish reorder levels and, where adequate levels cannot be sustained, inform colleagues and co-workers promptly
  2. Establish procedures to ensure that equipment and store materials under conditions recommended by the manufacturer and maintain security
  3. Establish systems for recording the quantity and condition of stored equipment in an accurate and up-to-date manner
Establish reorder levels and, where adequate levels cannot be sustained, inform colleagues and co-workers promptly

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Establish procedures to ensure that equipment and store materials under conditions recommended by the manufacturer and maintain security

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Establish systems for recording the quantity and condition of stored equipment in an accurate and up-to-date manner

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Contribute to the selection of equipment and facilities

  1. Ensure suggested new equipment and/or facilities meet the current or future needs of service provision
  2. Base suggestions on investigating a range of information sources
  3. Encourage members of staff within the learner's area of responsibility to contribute recommendations
  4. Make recommendations clearly and accurately in the required format to the appropriate person in the organisation
  5. Demonstrate recommendations that state clearly the benefits which can be expected from the suggested new equipment and/or facilities
Ensure suggested new equipment and/or facilities meet the current or future needs of service provision

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Base suggestions on investigating a range of information sources

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Encourage members of staff within the learner's area of responsibility to contribute recommendations

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Make recommendations clearly and accurately in the required format to the appropriate person in the organisation

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Demonstrate recommendations that state clearly the benefits which can be expected from the suggested new equipment and/or facilities

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

The Evidence Guide identifies the critical aspects, knowledge and skills to be demonstrated to confirm competence for this unit. This is an integral part of the assessment of competence and should be read in conjunction with the Range Statements

Critical aspects of evidence to be considered

Assessment must confirm sufficient knowledge of statutory requirements for facility maintenance within an organisation in the sport and recreation industry

Assessment of performance should be over a period of time covering all categories of maintenance and all corresponding categories of the remaining Range Statements that are applicable in the learners environment

In particular, assessment must confirm the ability to

develop and implement a maintenance plan for significant work on a facility

plan maintenance schedules for a diverse range of equipment

establish systems for the storage of equipment

respond appropriately to equipment failures

provide suitable input into the selection of new equipment

supervise service contractors

negotiate work activities with all relevant personnel

modify maintenance plans based on feedback

accurately document all aspects of plan

Interdependent assessment of units

This unit must be assessed after attainment of competency in the following unit(s)

SRXRES003B Contribute to the planning, monitoring and control of resources

This unit must be assessed in conjunction with the following unit(s)

Nil

For the purpose of integrated assessment, this unit may be assessed in conjunction with the following unit(s)

Nil

Required knowledge and skills

Required knowledge

Relevant statutory requirements and codes of practice relating to facility construction and construction sites

Environmental standards and requirements

Safety standards of equipment and range of repair techniques relevant to the equipment being maintained

Organisational procedure for reporting faulty equipment

Recording/reporting procedures and requirements within the organisation

Occupational Health and Safety (OH&S) standards, guidelines and codes of practice pertaining to reporting of unsafe equipment, recording of equipment repair and the repair and maintenance of facilities and equipment

Methods of monitoring work of contractors and contract requirements when outsourcing repairs

Schedule of facility operation which the contractors work should fall in line with

Reorder levels for consumables

Procedures for judging whether materials and equipment are fit for use and maintenance requirements and frequency of checks for the equipment

Methods of equipment disposal

Routine and non - routine schedules for maintenance

Requirements within maintenance schedules and considerations when planning and timetabling a cleaning and maintenance schedule

Communication channels within organisations

Methods to determine current and future equipment needs and information sources which may be used

Requiredskills

Application of Occupational Health and Safety (OH&S) standards, statutory requirements, codes of practice and environmental requirements

Development of implementation plans

Report writing

Prioritising work

Resource implications

Physical resources - assessment of this competency requires access to

a work environment with a facility requiring maintenance

Human resources - assessment of this unit of competency will require human resources consistent with those outlined in the Assessment Guidelines. That is, assessors (or persons within the assessment team) must

be competent in this unit but preferably be competent in the unit at the level above

be current in their knowledge and understanding of the industry through provision of evidence of professional activity in the relevant area

have attained the mandatory competency requirements for assessors under the Australian Quality Training Framework (AQTF) as specified in Standard 7.3 of the Standards for Registered Training Organisations

Consistency in performance

Due to issues such as the diversity of the items around a facility that require maintenance, this unit of competency must be assessed over a period of time in order to ensure consistency of performance over the Range Statements and contexts applicable to coordinating facility and equipment acquisition and maintenance

Context for assessment

This unit of competency must be assessed in the context of a sport or recreation organisation. For valid and reliable assessment the sport or recreation organisation should closely replicate the work environment. The environment should be safe with the hazards, circumstances and equipment likely to be encountered in a real workplace

Assessment of this unit of competence will usually include observation of processes and procedures, oral and/or written questioning on required knowledge and skills and consideration of required attitudes

Where performance is not directly observed and/or is required to be demonstrated over a "period of time" and/or in a "number of locations", any evidence should be authenticated by colleagues, supervisors, clients or other appropriate persons

KEY COMPETENCIES

Collect, Analyse&Organise Information

Communicate Ideas&Information

Plan&Organise Activities

Work with Others&in Teams

Use Mathematical Ideas&Techniques

Solve Problems

Use Technology

3

2

3

2

2

2

1

These levels do not relate to the Australian Qualifications Framework. They relate to the seven areas of generic competency that underpin effective workplace practices.

The three levels of performance (1, 2 and 3) denote the level of competency required to perform the task:

Use routine approaches

Select from routine approaches

Establish new approaches

Collecting, analysing and organising information - Collecting maintenance information on the equipment at the facility

Communicating ideas and information - Informing individuals in the organisation who are responsible for performing regular or scheduled maintenance duties of the details of the plan

Planning and organising activities - Planning maintenance sequencing

Working with teams and others - Working with specialist contractors

Using mathematical ideas and techniques - Calculating budgets for maintenance

Solving problems - Dealing with non-routine maintenance requirements

Using technology - Using a database to monitor assets

Please refer to the Assessment Guidelines for advice on how to use the Key Competencies.

Required Skills and Knowledge

Not applicable.

Range Statement

Range Statements

The Range Statements provide advice to interpret the scope and context of this unit of competence, allowing for differences between enterprises and workplaces. The Range Statements relate to the unit as a whole and helps facilitate holistic assessment. In addition, the following variables may be present for this particular unit of competency

CATEGORIES

Budget

[all categories]

cost of labour

materials

training

services

tools and equipment

Colleagues

[all categories]

those working in the same organisation

line manager

Communication channels

[all categories]

verbal

written memorandums

Communication systems

[three categories]

site meetings

computers

personal computer

mainframe

manuals

drawings

logs

Co-workers

[one category]

volunteers

workers in other organisations for whom the learner has resourcing responsibility

Data

[all categories]

date

time

nature of fault/repair

repairs carried out

Documentation

[all categories]

job cards

check sheets

safety rule procedures

plant records

drawings

Quality Assurance documentation

maintenance procedures and outage reports

Documents

[all categories]

maintenance plans

scheduling documents

budgets

reports

submissions

Equipment

[three categories]

large items of equipment

small items of equipment

simple equipment

complex equipment

equipment with significant health and safety implications

Facility

[one category]

buildings

single

multi purpose

built structures, eg, tracks and walkways

plant

fixtures

infrastructure

superstructure

Information sources

[two categories]

trade journals

exhibitions

work of other organisations

sales information

client feedback

Maintenance

[one category]

structural modifications to building

internal or external painting of facility, buildings or structures

resurfacing/returfing

major cleaning procedures

facility repairs, eg, electrical, plumbing, structural

equipment cleaning, servicing and repair

Recommendations

[all categories]

written reports

verbal briefings

Recording systems

[one category]

computer records

form books

index file

Reference information

[two categories]

benchmarking reports

maintenance data

market requirements

budgets

business plans

Relevant codes and standards

[all relevant categories]

Occupational Health and Safety (OH&S) standards

statutory requirements

relevant Australian standards

codes of practice

manufacturers' specifications

environmental requirements

enterprise procedures

Resources

[all categories]

all service providers

materials

equipment

tools

finances

Service providers

[one category]

internal staff

external specialists

contractors

System

[two categories]

a plan allocating, reporting and recording the routine and non-routine maintenance of the components of a facility, including

plant

equipment

fixtures and fittings

grounds

Work schedules

[all categories]

include information on

days

times

frequency of checks

staff allocation