Assessor Resource

Manage utilities

Assessment tool

Version 1.0
Issue Date: September 2021

In a typical scenario, a senior plant technician manages the use of utilities which maybe centrally produced and controlled, by all units within the site as a whole (or a significant plant area) and takes actions which will lead to a more efficient use of these utilities.

Utilities is used to mean:

steam (saturated and/or superheated)

air (instrument, safety, process and/or mechanical)

water (cooling and/or process)

fuel (gas, oil)

other heating/cooling mediums (oil, 'Dowtherm', brine)


The plant technician would:

identify sources and uses of the relevant utilities

check the efficiency of use of the utility

take action to increase the efficiency of use of the utility - the action might range from implementing changes to reporting problems and recommendations to coordinating others implementing the changes.

Generally this would be a significant role of a senior plant technician who in the exercise of that role would consult and liaise with a range of other personnel and technical experts, both internally and external to the company, within company guidelines.

This unit does not apply to the routine monitoring of water systems or utilities which are covered by PMAOPS204B Use utilities and services.

This competency covers management of utilities used by a whole site or group of plants with a view to improving the efficiency of usage.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Employability Skills

This unit contains employability skills.

Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

The Evidence Guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Assessment of this unit should include demonstrated competence on actual plant and equipment in a work environment. The unit will be assessed in as holistic a manner as is practical and may be integrated with the assessment of other relevant units of competency.

Typically this unit will be assessed by a project aimed at improving the efficiency of use of utilities. It may not be appropriate to wait until implementation of change (in Element 4) is complete, and it is acceptable to assess from the plans for implementation.

This unit of competency requires a significant body of knowledge which will be assessed through questioning and the use of what-if scenarios both on the plant (during demonstration of normal operations and walk-throughs of abnormal operations) and off the plant.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Competence must be demonstrated in the ability to undertake a structured analysis of the use of utilities and to justify the recommendations for improvement based on the data.

Consistent performance should be demonstrated. In particular look to see that:

plant data is obtained in a manner which does not interfere with production

plant drawings (eg P&IDs) and engineering specifications are interpreted correctly

health, safety and environmental implications of any changes are identified and addressed, by applying the hierarchy of control, prior to any changes being implemented

priorities for action consider all relevant factors such as plant key performance indicators, health, safety and environmental implications, simple, quick solutions versus those requiring a capital project, and other relevant business factors.

This will typically be assessed by one or more utilities improvement projects on an operating plant. One complex project, or a number of simple projects, are required to demonstrate competence.

Context of and specific resources for assessment

Assessment will require access to an operating plant over an extended period of time, or a suitable method of gathering evidence of operating ability over a range of situations. A bank of scenarios/case studies/what-ifs will be required as will a bank of questions which will be used to probe the reasoning behind the observable actions.

Method of assessment

In all plants it may be appropriate to assess this unit concurrently with relevant teamwork and communication units.

It may be appropriate to co-assess this unit with

PMAOPS511B Determine energy transfer loads

PMAOPS512B Determine mass transfer loads.

However, these are not prerequisites or co-requisites as there are other ways of obtaining the data.

Guidance information for assessment

Assessment processes and techniques must be culturally appropriate and appropriate to the oracy, language and literacy capacity of the assessee and the work being performed.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

This describes the essential skills and knowledge and their level, required for this unit.

Required skills

Ability to:

identify all utility consuming items on a schematic of the plant, describe the function of each and the purpose of the utility supplied

describe the nature/condition of the utility entering and leaving each stage of the process, the changes which have occurred in that stage and why they have occurred

describe the causes and remedies of common problems in the use of each utility used.

Competence also includes the ability to isolate the causes of problems and to be able to distinguish between causes of problems/alarm/fault indications such as:

poor/inappropriate quality supply of utility

equipment failure, eg faulty steam trap, fouled heat exchanger

operational problem (inappropriate usage pattern of utility).

Required knowledge

The knowledge referred to in the Evidence Guide for this unit includes:

schematics and flow diagrams for the utilities distribution system

usage of utilities by plants and equipment

sources of utilities

utility properties

requirements for utilities, properties, usage patterns, supply

efficiencies and usage at the plant or equipment

Competence includes an understanding of the utility usage of the plant and its equipment. It also requires an understanding of each utility used and how its use may be more or less efficient.

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. Add any 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.

Codes of practice/ standards

Where reference is made to industry codes of practice, and/or Australian/international standards, the latest version must be used.


This unit of competency includes all such items of equipment and unit operations which use utilities.

Health, safety and environment (HSE)

All operations to which this unit applies are subject to stringent health, safety and environment requirements, which may be imposed through State or Federal legislation, and these must not be compromised at any time. Where there is an apparent conflict between Performance Criteria and HSE requirements, the HSE requirements take precedence.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Obtain current services diagram or schematic for plant 
Identify all items of equipment using utilities 
Identify source of each utility 
Identify utility properties (eg pressure, voltage, current) as supplied 
Determine required utility properties(eg from engineering specification) for each item of equipment using each utility. 
Get information showing consumption of utilities by the plant and plant equipment 
Get information showing actual utility properties as used by each plant item 
Physically check each item of equipment for signs of inefficient utility use, eg faulty steam traps, leaks 
Compile report/database showing actual usage of utilities and observed problems. 
Determine theoretical consumption of utilities for equipment items from engineering specifications, by calculation or other methods 
Compare actual consumption of utilities with theoretical consumption 
Determine inefficient users of utilities 
Compile report/database showing efficiency of use of utilities. 
Rank inefficient users in priority order for remediation based on costs and business requirements 
Investigate and determine cause(s) of inefficiency in the higher ranked users 
Develop plans to remove the causes of inefficiency 
Identify any safety, health and environmental (HSE) implications of planned actions and address prior to any implementation of changes 
Consult with relevant stakeholders regarding HSE implications and the implementation of these plans 
Initiate appropriate action for items within scope of authority 
Follow through on items to facilitate a timely completion 
Report/make recommendations on required improvements which are beyond scope of authority to action. 


Assessment Cover Sheet

PMAOPS520C - Manage utilities
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student









Assessor name:



Assessment Record Sheet

PMAOPS520C - Manage utilities

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:









Overall assessment result: Competent Not yet competent

Assessor name:



Student signature: