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Specification Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF) For first registration August 2010 Edexcel NVQ/competence- based qualifications

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  • Specification

    Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF)

    For first registration August 2010

    Edexcel NVQ/competence-based qualifications

  • Edexcel, a Pearson company, is the UK’s largest awarding organisation offering vocational and academic qualifications and testing, to employers, training providers, colleges, schools, and other places of learning in the UK, and in over 85 countries worldwide.

    Our specialist suite of qualifications include NVQs, Apprenticeships, WorkSkills, Functional Skills, Foundation Learning, as well as our exclusive range of BTECs, from entry level right through to Higher National Diplomas.

    References to third party material made in this specification are made in good faith. Edexcel does not endorse, approve or accept responsibility for the content of materials, which may be subject to change, or any opinions expressed therein. (Material may include textbooks, journals, magazines and other publications and websites.)

    Authorised by Roger Beard Prepared by Andres Vergara

    Publications Code N025065

    All the material in this publication is copyright © Edexcel Limited 2010

  • Contents

    Qualification titles covered by this specification 1

    Key features of the Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF) 2

    What is the purpose of this qualification? 2

    Who is this qualification for? 2

    What are the benefits of this qualification to the learner and employer? 2

    What are the potential job roles for those working towards this qualification? 3

    What progression opportunities are available to learners who achieve this qualification? 3

    What is the qualification structure for the Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF)? 4

    How is the qualification graded and assessed? 8 Assessment Requirements/Strategy 8

    Types of evidence 9

    Additional requirements 9

    Centre recognition and approval 10 Centre recognition 10

    Approvals agreement 10

    Quality assurance 10

    What resources are required? 10

    Unit format 11

    Units 13 Unit 1: Handing over and confirming completion of installation or commissioning activities 15

    Unit 2: Complying with statutory regulations and organisational safety requirements 23

    Unit 3: Using and interpreting engineering data and documentation 31

    Unit 4: Working efficiently and effectively in engineering 41

    Unit 5: Installing mechanical equipment 49

    Unit 6: Installing electrical/electronic equipment 63

    Unit 7: Installing equipment to produce an engineered system 79

  • Unit 8: Installing instrumentation and control equipment 97

    Unit 9: Installing fluid power equipment 111

    Unit 10: Installing process controller equipment 125

    Unit 11: Installing emergency electrical power generation equipment 139

    Unit 12: Installing environmental pollution control equipment 151

    Unit 13: Installing workplace environmental control equipment 167

    Unit 14: Installing heating and ventilation equipment 183

    Unit 15: Installing air conditioning and ventilation equipment 197

    Unit 16: Installing compressed air equipment 211

    Unit 17: Installing waste/foul water distribution equipment 225

    Unit 18: Installing fresh water distribution equipment 237

    Unit 19: Installing refrigeration equipment 249

    Unit 20: Commissioning mechanical equipment and systems 263

    Unit 21: Commissioning electrical/electronic equipment and systems 277

    Unit 22: Commissioning engineered systems 291

    Unit 23: Commissioning process controller equipment and systems 307

    Unit 24: Commissioning instrumentation and control equipment and systems 321

    Unit 25: Commissioning fluid power equipment and systems 335

    Unit 26: Commissioning emergency electrical power generation equipment and systems 349

    Unit 27: Commissioning environmental pollution control equipment and systems 361

    Unit 28: Commissioning workplace environmental control equipment and systems 375

    Unit 29: Commissioning heating and ventilation equipment and systems 387

    Unit 30: Commissioning air conditioning and ventilation equipment and systems 401

    Unit 31: Commissioning compressed air equipment and systems 415

    Unit 32: Commissioning waste/foul water distribution equipment and systems 429

    Unit 33: Commissioning fresh water distribution equipment and systems 443

    Unit 34: Commissioning refrigeration equipment and systems 457

    Unit 35: Carrying out fault diagnosis on lift installations 471

    Unit 36: Measuring and setting out lift installations 481

    Unit 37: Installing lift well and ancillary equipment 491

    Unit 38: Installing traction lift equipment 503

  • Unit 39: Installing lift ropes and chains 515

    Unit 40: Installing lift doors, frames and ancillary components 525

    Unit 41: Checking and setting lift installations 537

    Unit 42: Installing hydraulic lift equipment 549

    Unit 43: Carrying out fault diagnosis on escalator installations 561

    Unit 44: Installing escalator equipment 571

    Unit 45: Commissioning escalator installations 583

    Further information 595

    Useful publications 595 How to obtain National Occupational Standards 595

    Professional development and training 596

    Annexe A: Progression pathways 597 The Edexcel qualification framework for the Engineering sector 597

    Annexe B: Quality assurance 603 Key principles of quality assurance 603

    Quality assurance processes 603

    Annexe C: Centre certification and registration 605 What are the access arrangements and special considerations for the qualification in this specification? 605

    Annexe D: Additional requirements for qualifications that use the title NVQ within the QCF 607

    Annexe E: Assessment Requirements/Strategy 615

  • N025065 –

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  • N025065 – Specification – Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF) – Issue 1 – November 2010 © Edexcel Limited 2010

    2

    Key features of the Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF)

    This qualification:

    • is nationally recognised

    • is based on the Semta National Occupational Standards (NOS). The NOS, Assessment Strategy and qualification structure are owned by Semta.

    The Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF) has been approved as a component for the Semta Apprenticeship framework.

    What is the purpose of this qualification?

    This qualification is appropriate for employees in the engineering sector working across a broad range of areas. It is designed to assess occupational competence in the workplace where learners are required to demonstrate skills and knowledge to a level required in the engineering industry.

    Who is this qualification for?

    This qualification is for all learners aged 16 and above who are capable of reaching the required standards.

    Edexcel’s policy is that the qualification should:

    • be free from any barriers that restrict access and progression

    • ensure equality of opportunity for all wishing to access the qualification.

    What are the benefits of this qualification to the learner and employer?

    This qualification allows learners to demonstrate competence against National Occupational Standards which are based on the needs of the engineering industry as defined by Semta, the Sector Skills Council. As such it contributes to the development of skilled labour in the sector. The qualification may contribute towards the competence element of an Apprenticeship.

  • N025065 – Specification – Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF) – Issue 1 – November 2010 © Edexcel Limited 2010

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    What are the potential job roles for those working towards this qualification?

    • Electrical engineering technician

    • Electronic engineering technician

    • Energy and environmental engineering technician

    • Engineering maintenance fitter

    • Engineering maintenance technician

    • Engineering operative

    • Heating and ventilating engineer.

    What progression opportunities are available to learners who achieve this qualification?

    This qualification allows learners to demonstrate competence in installation and commissioning at a level required by the engineering industry. Learners can progress across the level and size of the engineering competence and knowledge qualifications and into other occupational areas such as team leading and management.

    Further information is available in Annexe A.

  • N025065 – Specification – Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF) – Issue 1 – November 2010 © Edexcel Limited 2010

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    What is the qualification structure for the Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF)?

    Individual units can be found in the Units section. The QCF level and credit value are given on the first page of each unit.

    To achieve the Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF) learners must complete a minimum of 149 credits. Learners must complete all mandatory units in Group M (35 credits) and then choose one of the following pathways.

    Edexcel Level 3 NVQ Diploma in Installation and Commissioning – Equipment Installation (QCF)

    Learners must complete a minimum of one unit in Group AO for a minimum total of 149 credits.

    Edexcel Level 3 NVQ Diploma in Installation and Commissioning – Commissioning (QCF)

    Learners must complete a minimum of one unit in Group BO for a minimum total of 149 credits.

    Edexcel Level 3 NVQ Diploma in Installation and Commissioning – Traction Lift Installation (QCF)

    Learners must complete all units in Group CM for a minimum total of 233 credits.

    Edexcel Level 3 NVQ Diploma in Installation and Commissioning – Hydraulic Lift Installation (QCF)

    Learners must complete all units in Group DM for a minimum total of 233 credits.

    Edexcel Level 3 NVQ Diploma in Installation and Commissioning – Escalator Installation and Commissioning (QCF)

    Learners must complete all units in Group EM for a minimum total of 218 credits.

  • N025065 – Specification – Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF) – Issue 1 – November 2010 © Edexcel Limited 2010

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    M – mandatory units (all pathways)

    Learners must complete all units in Group M.

    Credit value required: minimum 35.

    D/601/0547 – Handing over and confirming completion of installation or commissioning activities

    A/601/5013 – Complying with statutory regulations and organisational safety requirements

    Y/601/5102 – Using and interpreting engineering data and documentation

    K/601/5055 – Working efficiently and effectively in engineering

    A – Equipment Installation (pathway)

    Learners must complete a minimum of one unit in Group AO.

    AO – optional units (Equipment Installation)

    Credit value required: minimum 114.

    K/601/0549 – Installing mechanical equipment

    D/601/0550 – Installing electrical/electronic equipment

    M/601/0553 – Installing equipment to produce an engineered system

    A/601/0555 – Installing instrumentation and control equipment

    J/601/0557 – Installing fluid power equipment

    L/601/0558 – Installing process controller equipment

    R/601/0559 – Installing emergency electrical power generation equipment

    J/601/0560 – Installing environmental pollution control equipment

    L/601/0561 – Installing workplace environmental control equipment

    R/601/0562 – Installing heating and ventilation equipment

    D/601/0564 – Installing air conditioning and ventilation equipment

    H/601/0565 – Installing compressed air equipment

    K/601/0566 – Installing waste/foul water distribution equipment

    M/601/0567 – Installing fresh water distribution equipment

    A/601/0572 – Installing refrigeration equipment

    B – Commissioning (pathway)

    Learners must complete a minimum of one unit in Group BO.

    BO – optional units (Commissioning)

    Credit value required: minimum 114.

    F/601/0573 – Commissioning mechanical equipment and systems

    J/601/0574 – Commissioning electrical/electronic equipment and systems

    L/601/0575 – Commissioning engineered systems

    R/601/0576 – Commissioning process controller equipment and systems

  • N025065 – Specification – Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF) – Issue 1 – November 2010 © Edexcel Limited 2010

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    R/601/0626 – Commissioning instrumentation and control equipment and systems

    Y/601/0627 – Commissioning fluid power equipment and systems

    D/601/0628 – Commissioning emergency electrical power generation equipment and systems

    D/601/0631 – Commissioning environmental pollution control equipment and systems

    H/601/0632 – Commissioning workplace environmental control equipment and systems

    J/601/0638 – Commissioning heating and ventilation equipment and systems

    L/601/0642 – Commissioning air conditioning and ventilation equipment and systems

    Y/601/0644 – Commissioning compressed air equipment and systems

    K/601/0650 – Commissioning waste/foul water distribution equipment and systems

    F/601/0654 – Commissioning fresh water distribution equipment and systems

    Y/601/0658 – Commissioning refrigeration equipment and systems

    C – Traction Lift Installation (pathway)

    Learners must complete all units in Group CM.

    CM – mandatory units (Traction Lift Installation)

    Credit value required: minimum 198.

    R/601/0660 – Carrying out fault diagnosis on lift installations

    M/601/0665 – Measuring and setting out lift installations

    A/601/0667 – Installing lift well and ancillary equipment

    F/601/0668 – Installing traction lift equipment

    J/601/0669 – Installing lift ropes and chains

    J/601/0672 – Installing lift doors, frames and ancillary components

    L/601/0673 – Checking and setting lift installations

    D – Hydraulic Lift Installation (pathway)

    Learners must complete all units in Group DM.

    DM – mandatory units (Hydraulic Lift Installation)

    Credit value required: minimum 198.

    R/601/0660 – Carrying out fault diagnosis on lift installations

    M/601/0665 – Measuring and setting out lift installations

    A/601/0667 – Installing lift well and ancillary equipment

  • N025065 – Specification – Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF) – Issue 1 – November 2010 © Edexcel Limited 2010

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    J/601/0669 – Installing lift ropes and chains

    J/601/0672 – Installing lift doors, frames and ancillary components

    L/601/0673 – Checking and setting lift installations

    R/601/0674 – Installing hydraulic lift equipment

    E – Escalator Installation and Commissioning (pathway)

    Learners must complete all units in Group EM.

    EM – mandatory units (Escalator Installation and Commissioning)

    Credit value required: minimum 183.

    H/601/0677 – Carrying out fault diagnosis on escalator installations

    H/601/0680 – Installing escalator equipment

    A/601/0684 – Commissioning escalator installations

  • N025065 – Specification – Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF) – Issue 1 – November 2010 © Edexcel Limited 2010

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    How is the qualification graded and assessed?

    The overall grade for the qualification is a ‘pass’. The learner must achieve all the required units within the specified qualification structure.

    To pass a unit the learner must:

    • achieve all the specified learning outcomes

    • satisfy all the assessment criteria by providing sufficient and valid evidence for each criterion

    • show that the evidence is their own.

    The qualification is designed to be assessed:

    • in the workplace or

    • in conditions resembling the workplace, as specified in the Assessment Strategy for the sector, or

    • as part of a training programme.

    Assessment Requirements/Strategy

    The Assessment Strategy for this qualification has been included in Annexe E. It has been developed by Semta in partnership with employers, training providers, awarding organisations and the regulatory authorities. The assessment strategy includes details on:

    • criteria for defining realistic working environments

    • roles and occupational competence of assessors, expert witnesses, internal verifiers and standards verifiers

    • quality control of assessment

    • evidence requirements.

    Evidence of competence may come from:

    • current practice where evidence is generated from a current job role

    • a programme of development where evidence comes from assessment opportunities built into a learning/training programme whether at or away from the workplace

    • the Recognition of Prior Learning (RPL) where a learner can demonstrate that they can meet the assessment criteria within a unit through knowledge, understanding or skills they already possess without undertaking a course of learning. They must submit sufficient, reliable and valid evidence for internal and standards verification purposes. RPL is acceptable for accrediting a unit, several units or a whole qualification

    • a combination of these.

  • N025065 – Specification – Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF) – Issue 1 – November 2010 © Edexcel Limited 2010

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    It is important that the evidence is:

    Valid relevant to the standards for which competence is claimed

    Authentic produced by the learner

    Current sufficiently recent to create confidence that the same skill, understanding or knowledge persist at the time of the claim

    Reliable indicates that the learner can consistently perform at this level

    Sufficient fully meets the requirements of the standards.

    Types of evidence

    To successfully achieve a unit the learner must gather evidence which shows that they have met the required standard in the assessment criteria. Evidence can take a variety of different forms including the following examples:

    • direct observation of the learner’s performance by their assessor

    • outcomes from oral or written questioning

    • products of the learner’s work

    • personal statements and/or reflective accounts

    • outcomes from simulation, where permitted by the assessment strategy

    • professional discussion

    • assignment, project/case studies

    • authentic statements/witness testimony

    • expert witness testimony

    • reflective accounts

    • evidence of Recognition of Prior Learning.

    Learners can use one piece of evidence to prove their knowledge, skills and understanding across different assessment criteria and/or across different units. It is, therefore, not necessary for learners to have each assessment criterion assessed separately. Learners should be encouraged to reference the assessment criteria to which the evidence relates.

    Evidence must be made available to the assessor, internal verifier and Edexcel standards verifier. A range of recording documents is available on the Edexcel website www.edexcel.com. Alternatively, centres may develop their own.

    Additional requirements

    The Joint Awarding Body and the SSC Working Practices Group have identified additional requirements that are needed to assess and quality assure qualifications placed on the QCF that use NVQ within their title. These requirements are shown in Annexe D: Additional requirements for qualifications that use the title NVQ within the QCF.

    http://www.edexcel.com/

  • N025065 – Specification – Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF) – Issue 1 – November 2010 © Edexcel Limited 2010

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    Centre recognition and approval

    Centre recognition

    Centres that have not previously offered Edexcel qualifications need to apply for and be granted centre recognition as part of the process for approval to offer individual qualifications. New centres must complete both a centre recognition approval application and a qualification approval application.

    Existing centres will be given ‘automatic approval’ for a new qualification if they are already approved for a qualification that is being replaced by the new qualification and the conditions for automatic approval are met. Centres already holding Edexcel approval are able to gain qualification approval for a different level or different sector via Edexcel online.

    Approvals agreement

    All centres are required to enter into an approvals agreement which is a formal commitment by the head or principal of a centre to meet all the requirements of the specification and any linked codes or regulations. Edexcel will act to protect the integrity of the awarding of qualifications, if centres do not comply with the agreement. This could result in the suspension of certification or withdrawal of approval.

    Quality assurance

    Detailed information on Edexcel’s quality assurance processes is given in Annexe B.

    What resources are required?

    Each qualification is designed to support learners working in the Engineering sector. Physical resources need to support the delivery of the qualification and the assessment of the learning outcomes and must be of industry standard. Centres must meet any specific resource requirements outlined in Annexe E: Assessment Requirements Strategy. Staff assessing the learner must meet the requirements within the overarching assessment strategy for the sector.

  • N025065 – Specification – Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF) – Issue 1 – November 2010 © Edexcel Limited 2010

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    Unit format

    Each unit in this specification contains the following sections.

    Unit title:

    Unit reference number:

    QCF level:

    Credit value:

    Guided learning hours:

    Unit summary:

    Assessment requirements/evidence requirements:

    Assessment methodology:

    Learning outcomes:

    Assessment criteria:

    Evidence type:

    Portfolio reference:

    Date:

    The unit title is accredited on the QCF and this form of words will appear on the learner’s Notification of Performance (NOP).

    All units and qualifications within the QCF have a level assigned to them, which represents the level of achievement. There are nine levels of achievement, from Entry level to level 8. The level of the unit has been informed by the QCF level descriptors and, where appropriate, the NOS and/or other sector/professional.

    All units have a credit value. The minimum credit value is one, and credits can only be awarded in whole numbers. Learners will be awarded credits when they achieve the unit.

    A notional measure of the substance of a qualification. It includes an estimate of the time that might be allocated to direct teaching or instruction, together with other structured learning time, such as directed assignments, assessments on the job or supported individual study and practice. It excludes learner-initiated private study.

    This provides a summary of the purpose of the unit.

    The assessment/evidence requirements are determined by the SSC. Learners must provide evidence for each of the requirements stated in this section.

    Learning outcomes state exactly what a learner should know, understand or be able to do as a result of completing a unit.

    The assessment criteria of a unit specify the standard a learner is expected to meet to demonstrate that a learning outcome, or a set of learning outcomes, has been achieved.

    Learners must reference the type of evidence they have and where it is available for quality assurance purposes. The learner can enter the relevant key and a reference. Alternatively, the learner and/or centre can devise their own referencing system.

    This provides a summary of the assessment methodology to be used for the unit.

    The learner should use this box to indicate where the evidence can be obtained eg portfolio page number.

    The learner should give the date when the evidence has been provided.

    This code is a unique reference number for the unit.

  • N025065 – Specification – Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF) – Issue 1 – November 2010 © Edexcel Limited 2010

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  • N025065 – Specification – Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF) – Issue 1 – November 2010 © Edexcel Limited 2010

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    Units

  • N025065 – Specification – Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF) – Issue 1 – November 2010 © Edexcel Limited 2010

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  • N025065 – Specification – Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF) – Issue 1 – November 2010 © Edexcel Limited 2010

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    Unit 1: Handing over and confirming completion of installation or commissioning activities

    Unit reference number: D/601/0547

    QCF level: 3

    Credit value: 20

    Guided learning hours: 35

    Unit summary

    This unit covers the skills and knowledge needed to prove the competences required to hand over equipment that has been installed or commissioned, to the appropriate person, prior to it entering service. Following the installation activity, the learner will be required to either set up the equipment and hand it over to another person to complete the required commissioning activities, or to complete the commissioning operation themselves. In either of these cases, this will involve checking that all the equipment and safety devices are operable and correctly set and/or calibrated, and that the equipment functions, safely and correctly, to the required specification. Following commissioning, and in addition to the above, checks for full operational requirements and production specifications, including run rate, are to be carried out before final handover to the appropriate person.

    Assessment requirements/evidence requirements

    This unit must be assessed in a work environment and must be assessed in accordance with the ‘Semta Assessment Strategy’. Detailed information is in Annexe E.

    Assessment methodology

    Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

  • N025065 –

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    n –

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    the

    equip

    men

    t is

    rea

    dy

    for

    han

    dove

    r,

    by

    carr

    ying o

    ut

    all

    of

    the

    follo

    win

    g c

    hec

    ks,

    as

    applic

    able

    to t

    he

    equip

    men

    t bei

    ng h

    anded

    ove

    r:

    the

    inst

    alla

    tion a

    nd/o

    r co

    mm

    issi

    onin

    g a

    ctiv

    ity

    has

    bee

    n c

    om

    ple

    ted a

    nd t

    he

    equip

    men

    t fu

    nct

    ions

    to s

    pec

    ific

    atio

    n

    all sa

    fety

    sys

    tem

    s ar

    e fu

    nct

    ionin

    g c

    orr

    ectly

    any

    wast

    e m

    ater

    ials

    , sa

    fety

    bar

    rier

    s an

    d w

    arnin

    g

    signs

    use

    d s

    pec

    ific

    ally

    for

    inst

    alla

    tion/c

    om

    mis

    sionin

    g a

    ctiv

    itie

    s have

    bee

    n

    rem

    ove

    d

    any

    auxi

    liary

    sys

    tem

    s or

    equip

    men

    t in

    volv

    ed a

    re

    connec

    ted a

    nd o

    per

    able

    envi

    ronm

    enta

    l co

    ntr

    ols

    are

    oper

    able

    oth

    ers

    invo

    lved

    in u

    sing t

    he

    equip

    men

    t ar

    e aw

    are

    of

    impen

    din

    g s

    tart

    -up/h

    andove

    r

  • N025065 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 3 N

    VQ

    Dip

    lom

    a in

    Inst

    alla

    tion a

    nd C

    om

    mis

    sionin

    g (

    QC

    F) –

    Is

    sue

    1 –

    Nove

    mber

    2010 ©

    Edex

    cel Li

    mited

    2010

    17

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    1.3

    ca

    rry

    out

    all

    of th

    e fo

    llow

    ing d

    uring t

    he

    han

    dove

    r pro

    cedure

    s:

    run t

    he

    inst

    alle

    d a

    nd/o

    r co

    mm

    issi

    oned

    eq

    uip

    men

    t th

    rough a

    com

    ple

    te c

    ycle

    , in

    the

    pre

    sence

    of th

    e ap

    pro

    priat

    e per

    son

    confirm

    that

    the

    oth

    er p

    erso

    n a

    ccep

    ts t

    hat

    the

    equip

    men

    t fu

    nct

    ions

    satisf

    act

    ori

    ly,

    to

    spec

    ific

    atio

    n

    hig

    hlig

    ht

    to t

    he

    appro

    priat

    e per

    son a

    ny

    modific

    atio

    ns

    or

    unusu

    al fea

    ture

    s in

    the

    oper

    atin

    g p

    roce

    dure

    han

    d o

    ver

    all docu

    men

    tation r

    elat

    ing t

    o

    oper

    atin

    g inst

    ruct

    ions,

    ser

    vice

    /mai

    nte

    nan

    ce

    requirem

    ents

    obta

    in a

    gre

    emen

    t fr

    om

    the

    oth

    er p

    erso

    n t

    hat

    th

    ey n

    ow

    acc

    ept

    resp

    onsi

    bili

    ty f

    or

    the

    equip

    men

    t bei

    ng h

    anded

    ove

    r

    com

    ple

    te a

    ny

    nec

    essa

    ry h

    andove

    r docu

    men

    tation

    confirm

    that

    the

    oth

    er p

    erso

    n k

    now

    s w

    ho t

    o

    conta

    ct,

    and h

    ow

    , fo

    r fu

    ture

    mai

    nte

    nan

    ce

    requirem

    ents

  • N025065 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 3 N

    VQ

    Dip

    lom

    a in

    Inst

    alla

    tion a

    nd C

    om

    mis

    sionin

    g (

    QC

    F) –

    Is

    sue

    1 –

    Nove

    mber

    2010 ©

    Edex

    cel Li

    mited

    2010

    18

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    1.4

    ca

    rry

    out

    the

    corr

    ect

    han

    dove

    r pro

    cedure

    s fo

    r one

    type

    of eq

    uip

    men

    t/se

    rvic

    e fr

    om

    the

    follo

    win

    g:

    man

    ual

    sem

    i-au

    tom

    atic

    fully

    auto

    mat

    ic

    pro

    cess

    /contr

    ol

    com

    pute

    r co

    ntr

    olle

    d

    engin

    eering s

    ervi

    ces

    oth

    er s

    pec

    ific

    equip

    men

    t

    1.5

    co

    nfirm

    that

    eve

    ryone

    invo

    lved

    acc

    epts

    the

    pro

    duct

    or

    ass

    et is

    in a

    sat

    isfa

    ctory

    conditio

    n f

    or

    handove

    r to

    take

    pla

    ce

    1.6

    cl

    early

    iden

    tify

    any

    unusu

    al f

    eatu

    res

    of th

    e co

    nditio

    n o

    f th

    e pro

    duct

    or

    ass

    et.

    1b H

    and o

    ver

    and c

    onfirm

    co

    mple

    tion o

    f in

    stal

    lation o

    r co

    mm

    issi

    onin

    g a

    ctiv

    itie

    s (c

    ontinued

    )

    1.7

    m

    ake

    the

    han

    dove

    r an

    d o

    bta

    in a

    gre

    emen

    t bet

    wee

    n

    ever

    yone

    invo

    lved

    on t

    he

    pre

    cise

    mom

    ent

    of

    tran

    sfer

    of re

    sponsi

    bili

    ty

    1.8

    ca

    rry

    out

    han

    dove

    r pro

    cedure

    s to

    one

    of th

    e fo

    llow

    ing p

    eople

    :

    com

    mis

    sionin

    g e

    ngin

    eer

    pro

    duct

    ion/p

    roce

    ss s

    uper

    viso

    r

    mai

    nte

    nan

    ce s

    uper

    viso

    r

    oth

    er s

    pec

    ific

    per

    son

  • N025065 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 3 N

    VQ

    Dip

    lom

    a in

    Inst

    alla

    tion a

    nd C

    om

    mis

    sionin

    g (

    QC

    F) –

    Is

    sue

    1 –

    Nove

    mber

    2010 ©

    Edex

    cel Li

    mited

    2010

    19

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    1.9

    dea

    l pro

    mptly

    and e

    ffec

    tive

    ly w

    ith p

    roble

    ms

    within

    th

    eir

    contr

    ol and r

    eport

    those

    that

    they

    cannot

    solv

    e

    1.1

    0

    mak

    e su

    re t

    hat

    cle

    ar,

    accu

    rate

    and c

    om

    ple

    te

    reco

    rds

    of

    the

    han

    dove

    r are

    made

    1.1

    1

    com

    ple

    te a

    ll re

    leva

    nt

    pap

    erw

    ork

    fro

    m t

    he

    follo

    win

    g,

    and p

    ass

    it

    to t

    he

    appro

    priate

    peo

    ple

    :

    job c

    ard

    inst

    alla

    tion r

    eport

    com

    mis

    sionin

    g r

    eport

    oth

    er h

    andove

    r pap

    erw

    ork

    .

  • N025065 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 3 N

    VQ

    Dip

    lom

    a in

    Inst

    alla

    tion a

    nd C

    om

    mis

    sionin

    g (

    QC

    F) –

    Is

    sue

    1 –

    Nove

    mber

    2010 ©

    Edex

    cel Li

    mited

    2010

    20

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    2a

    Know

    how

    to h

    and o

    ver

    and

    confirm

    com

    ple

    tion o

    f in

    stal

    lation o

    r co

    mm

    issi

    onin

    g

    activi

    ties

    2.1

    ex

    pla

    in t

    he

    hea

    lth a

    nd s

    afe

    ty r

    equirem

    ents

    of th

    e ar

    ea in w

    hic

    h t

    he

    han

    dove

    r is

    to t

    ake

    pla

    ce,

    and t

    he

    resp

    onsi

    bili

    ty t

    hey

    pla

    ce o

    n t

    hem

    2.2

    des

    crib

    e th

    e is

    ola

    tion a

    nd lock

    -off

    pro

    cedure

    or

    per

    mit-t

    o-w

    ork

    pro

    cedure

    that

    applie

    s to

    the

    equip

    men

    t bei

    ng inst

    alle

    d/c

    om

    mis

    sioned

    2.3

    ex

    pla

    in t

    he

    spec

    ific

    hea

    lth a

    nd s

    afet

    y pre

    cautions

    to

    be

    applie

    d d

    uring t

    he

    han

    dove

    r pro

    cedure

    , an

    d

    thei

    r ef

    fect

    s on o

    ther

    s

    2.4

    ex

    pla

    in t

    he

    import

    ance

    of w

    earing p

    rote

    ctiv

    e cl

    oth

    ing a

    nd o

    ther

    appro

    priat

    e sa

    fety

    equip

    men

    t during t

    he

    han

    dove

    r, a

    nd w

    her

    e it m

    ay b

    e obta

    ined

    2.5

    des

    crib

    e th

    e ch

    ecki

    ng p

    roce

    ss t

    o b

    e fo

    llow

    ed b

    efore

    han

    din

    g o

    ver

    the

    equip

    men

    t (e

    g,

    are

    the

    safe

    ty a

    nd

    qual

    ity

    syst

    ems

    oper

    able

    , does

    the

    equip

    men

    t fu

    nct

    ion t

    o s

    pec

    ific

    atio

    n,

    run r

    ate)

    2.6

    ex

    pla

    in t

    he

    appro

    priate

    han

    dove

    r pro

    cedure

    , dep

    endin

    g o

    n t

    he

    activi

    ty c

    arried

    out

    (inst

    alla

    tion,

    com

    mis

    sionin

    g)

    2.7

    ex

    pla

    in t

    he

    pro

    cedure

    for

    invo

    lvin

    g t

    he

    appro

    priate

    peo

    ple

    when

    sta

    rtin

    g u

    p t

    he

    equip

    men

    t during t

    he

    han

    dove

    r

    2.8

    ex

    pla

    in t

    he

    nee

    d t

    o h

    ighlig

    ht

    any

    unusu

    al o

    r ch

    anged

    oper

    atin

    g fea

    ture

    s of th

    e eq

    uip

    men

    t.

  • N025065 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 3 N

    VQ

    Dip

    lom

    a in

    Inst

    alla

    tion a

    nd C

    om

    mis

    sionin

    g (

    QC

    F) –

    Is

    sue

    1 –

    Nove

    mber

    2010 ©

    Edex

    cel Li

    mited

    2010

    21

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    2b K

    now

    how

    to h

    and o

    ver

    and

    confirm

    com

    ple

    tion o

    f in

    stal

    lation o

    r co

    mm

    issi

    onin

    g

    activi

    ties

    (co

    ntinued

    )

    2.9

    ex

    pla

    in t

    he

    import

    ance

    of in

    form

    ing t

    he

    appro

    priat

    e per

    son o

    f an

    y fu

    ture

    mai

    nte

    nan

    ce r

    equirem

    ents

    2.1

    0

    expla

    in t

    he

    nee

    d t

    o c

    onfirm

    that

    the

    oth

    er p

    erso

    n

    under

    stan

    ds

    the

    equip

    men

    t oper

    atin

    g p

    roce

    dure

    s

    2.1

    1

    expla

    in t

    he

    nee

    d t

    o e

    nsu

    re t

    hat

    the

    per

    son t

    hey

    are

    han

    din

    g o

    ver

    the

    equip

    men

    t to

    acc

    epts

    that

    it

    is

    funct

    ionin

    g c

    orr

    ectly

    2.1

    2

    expla

    in w

    hat

    org

    anis

    atio

    nal

    docu

    men

    tation

    pro

    cedure

    s ar

    e ap

    plic

    able

    to t

    he

    han

    dove

    r

    2.1

    3

    expla

    in h

    ow

    to c

    reate

    and m

    ainta

    in e

    ffec

    tive

    w

    ork

    ing r

    elat

    ionsh

    ips

    with a

    ppro

    priat

    e peo

    ple

    (e

    nco

    ura

    gin

    g,

    hel

    pin

    g,

    polit

    enes

    s, o

    pen

    dis

    cuss

    ions

    both

    ways

    )

    2.1

    4

    des

    crib

    e th

    e pro

    ble

    ms

    that

    can o

    ccur

    duri

    ng

    han

    dove

    r, a

    nd e

    xpla

    in h

    ow

    they

    can

    be

    ove

    rcom

    e

    2.1

    5

    des

    crib

    e th

    e ex

    tent

    of

    thei

    r ow

    n a

    uth

    ority

    , an

    d

    expla

    in w

    hom

    they

    should

    rep

    ort

    to if th

    ey h

    ave

    pro

    ble

    ms

    that

    they

    can

    not

    reso

    lve.

  • N025065 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 3 N

    VQ

    Dip

    lom

    a in

    Inst

    alla

    tion a

    nd C

    om

    mis

    sionin

    g (

    QC

    F) –

    Is

    sue

    1 –

    Nove

    mber

    2010 ©

    Edex

    cel Li

    mited

    2010

    22

    Lear

    ner

    nam

    e:__________________________________________

    D

    ate:

    ___________________________

    Lear

    ner

    sig

    nat

    ure

    :_______________________________________

    D

    ate:

    ___________________________

    Ass

    esso

    r si

    gnat

    ure

    :______________________________________

    D

    ate:

    ___________________________

    Inte

    rnal

    ver

    ifie

    r si

    gnatu

    re:

    ________________________________

    (i

    f sa

    mple

    d)

    Dat

    e:___________________________

  • N025065 – Specification – Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF) – Issue 1 – November 2010 © Edexcel Limited 2010

    23

    Unit 2: Complying with statutory regulations and organisational safety requirements

    Unit reference number: A/601/5013

    QCF level: 2

    Credit value: 5

    Guided learning hours: 35

    Unit summary

    This unit covers the skills and knowledge needed to prove the competences required to deal with statutory regulations and organisational safety requirements. It does not deal with specific safety regulations or detailed requirements, it does, however, cover the more general health and safety requirements that apply to working in an industrial environment.

    The learner will be expected to comply with all relevant regulations that apply to their area of work, as well as their general responsibilities as defined in the Health and Safety at Work Act. The learner will need to be able to identify the relevant qualified first aiders and know the location of the first aid facilities. The learner will have a knowledge and understanding of the procedures to be adopted in the case of accidents involving injury and in situations where there are dangerous occurrences or hazardous malfunctions of equipment, processes or machinery. The learner will also need to be fully conversant with their organisation’s procedures for fire alerts and the evacuation of premises.

    The learner will also be required to identify the hazards and risks that are associated with their job. Typically, these will focus on their working environment, the tools and equipment that they use, the materials and substances that they use, any working practices that do not follow laid-down procedures, and manual lifting and carrying techniques.

    Assessment requirements/evidence requirements

    This unit must be assessed in a work environment and must be assessed in accordance with the ‘Semta Assessment Strategy’. Detailed information is in Annexe E.

    Assessment methodology

    Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

  • N025065 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 3 N

    VQ

    Dip

    lom

    a in

    Inst

    alla

    tion a

    nd C

    om

    mis

    sionin

    g (

    QC

    F) –

    Is

    sue

    1 –

    Nove

    mber

    2010 ©

    Edex

    cel Li

    mited

    2010

    24

    Lear

    ning

    out

    com

    es a

    nd a

    sses

    smen

    t cr

    iter

    ia

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    1

    Com

    ply

    with s

    tatu

    tory

    re

    gula

    tions

    and o

    rgan

    isat

    ional

    sa

    fety

    req

    uirem

    ents

    1.1

    co

    mply

    with t

    hei

    r duties

    and o

    blig

    atio

    ns

    as d

    efin

    ed

    in t

    he

    Hea

    lth a

    nd S

    afet

    y at

    Work

    Act

    1.2

    dem

    onst

    rate

    thei

    r under

    stan

    din

    g o

    f th

    eir

    duties

    and

    oblig

    ations

    to h

    ealth a

    nd s

    afe

    ty b

    y:

    apply

    ing in p

    rinci

    ple

    thei

    r duties

    and

    resp

    onsi

    bili

    ties

    as

    an indiv

    idual

    under

    the

    Hea

    lth

    and S

    afe

    ty a

    t W

    ork

    Act

    iden

    tify

    ing,

    within

    thei

    r org

    anis

    atio

    n,

    appro

    priat

    e so

    urc

    es o

    f in

    form

    atio

    n a

    nd g

    uid

    ance

    on h

    ealth

    and s

    afe

    ty iss

    ues

    , su

    ch a

    s:

    • ey

    e pro

    tect

    ion a

    nd p

    erso

    nal pro

    tect

    ive

    equip

    men

    t (P

    PE)

    • CO

    SH

    H r

    egula

    tions

    • risk

    ass

    essm

    ents

    iden

    tify

    ing t

    he

    warn

    ing s

    igns

    and lab

    els

    of th

    e m

    ain g

    roups

    of haza

    rdous

    or

    dan

    ger

    ous

    subst

    ance

    s

    com

    ply

    ing w

    ith t

    he

    appro

    priat

    e st

    atuto

    ry

    regula

    tions

    at a

    ll tim

    es

    1.3

    pre

    sent

    them

    selv

    es in t

    he

    work

    pla

    ce s

    uitably

    pre

    par

    ed f

    or

    the

    activi

    ties

    to b

    e under

    take

    n

    1.4

    fo

    llow

    org

    anis

    atio

    nal

    acc

    iden

    t and e

    mer

    gen

    cy

    pro

    cedure

    s

  • N025065 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 3 N

    VQ

    Dip

    lom

    a in

    Inst

    alla

    tion a

    nd C

    om

    mis

    sionin

    g (

    QC

    F) –

    Is

    sue

    1 –

    Nove

    mber

    2010 ©

    Edex

    cel Li

    mited

    2010

    25

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    1.5

    co

    mply

    with e

    mer

    gen

    cy r

    equirem

    ents

    , to

    incl

    ude:

    iden

    tify

    ing t

    he

    appro

    priat

    e qual

    ifie

    d first

    aid

    ers

    and t

    he

    loca

    tion o

    f firs

    t ai

    d faci

    litie

    s

    iden

    tify

    ing t

    he

    pro

    cedure

    s to

    be

    follo

    wed

    in t

    he

    even

    t of

    inju

    ry t

    o t

    hem

    selv

    es o

    r oth

    ers

    follo

    win

    g o

    rgan

    isational

    pro

    cedure

    s in

    the

    even

    t of

    fire

    and t

    he

    evacu

    ation o

    f pre

    mis

    es

    iden

    tify

    ing t

    he

    pro

    cedure

    s to

    be

    follo

    wed

    in t

    he

    even

    t of dan

    ger

    ous

    occ

    urr

    ence

    s or

    haz

    ard

    ous

    mal

    funct

    ions

    of eq

    uip

    men

    t

    1.6

    re

    cognis

    e an

    d c

    ontr

    ol haz

    ard

    s in

    the

    work

    pla

    ce

    1.7

    id

    entify

    the

    haz

    ards

    and r

    isks

    that

    are

    ass

    oci

    ated

    w

    ith t

    he

    follo

    win

    g:

    thei

    r w

    ork

    ing e

    nvi

    ronm

    ent

    the

    equip

    men

    t th

    at t

    hey

    use

    mat

    eria

    ls a

    nd s

    ubst

    ance

    s (w

    her

    e ap

    pro

    priat

    e)

    that

    they

    use

    work

    ing p

    ract

    ices

    that

    do n

    ot

    follo

    w laid

    -dow

    n

    pro

    cedure

    s

    1.7

    use

    corr

    ect

    man

    ual lif

    ting a

    nd c

    arry

    ing t

    echniq

    ues

  • N025065 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 3 N

    VQ

    Dip

    lom

    a in

    Inst

    alla

    tion a

    nd C

    om

    mis

    sionin

    g (

    QC

    F) –

    Is

    sue

    1 –

    Nove

    mber

    2010 ©

    Edex

    cel Li

    mited

    2010

    26

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    1.8

    dem

    onst

    rate

    one

    of th

    e fo

    llow

    ing m

    ethods

    of

    man

    ual

    lifting a

    nd c

    arr

    ying:

    lifting a

    lone

    with a

    ssis

    tance

    of

    oth

    ers

    with m

    echan

    ical

    ass

    ista

    nce

    1.9

    ap

    ply

    safe

    work

    ing p

    ract

    ices

    and p

    roce

    dure

    s to

    in

    clude:

    mai

    nta

    inin

    g a

    tid

    y w

    ork

    pla

    ce,

    with e

    xits

    and

    gan

    gw

    ays

    free

    fro

    m o

    bst

    ruct

    ion

    usi

    ng e

    quip

    men

    t sa

    fely

    and o

    nly

    for

    the

    purp

    ose

    in

    tended

    obse

    rvin

    g o

    rgan

    isat

    ional

    safe

    ty r

    ule

    s, s

    igns

    and

    haz

    ard w

    arn

    ings

    taki

    ng m

    easu

    res

    to p

    rote

    ct o

    ther

    s fr

    om

    any

    har

    m r

    esultin

    g f

    rom

    the

    work

    that

    they

    are

    ca

    rryi

    ng o

    ut.

  • N025065 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 3 N

    VQ

    Dip

    lom

    a in

    Inst

    alla

    tion a

    nd C

    om

    mis

    sionin

    g (

    QC

    F) –

    Is

    sue

    1 –

    Nove

    mber

    2010 ©

    Edex

    cel Li

    mited

    2010

    27

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    2

    Know

    how

    to c

    om

    ply

    with

    stat

    uto

    ry r

    egula

    tions

    and

    org

    anis

    atio

    nal

    safe

    ty

    requirem

    ents

    2.1

    des

    crib

    e th

    e ro

    les

    and r

    esponsi

    bili

    ties

    of

    them

    selv

    es

    and o

    ther

    s under

    the

    Hea

    lth a

    nd S

    afe

    ty a

    t W

    ork

    Act

    , an

    d o

    ther

    curr

    ent

    legis

    lation (

    such

    as

    The

    Man

    agem

    ent

    of

    Hea

    lth a

    nd S

    afet

    y at

    Work

    Reg

    ula

    tions,

    Work

    pla

    ce H

    ealth a

    nd S

    afe

    ty a

    nd

    Wel

    fare

    Reg

    ula

    tions,

    Per

    sonal

    Pro

    tect

    ive

    Equip

    men

    t at

    Work

    Reg

    ula

    tions,

    Man

    ual

    Han

    dlin

    g O

    per

    atio

    ns

    Reg

    ula

    tions,

    Pro

    visi

    on a

    nd U

    se o

    f W

    ork

    Equip

    men

    t Reg

    ula

    tions,

    Dis

    pla

    y Scr

    een a

    t W

    ork

    Reg

    ula

    tions,

    Rep

    ort

    ing o

    f In

    juries

    , D

    isea

    ses

    and D

    anger

    ous

    Occ

    urr

    ence

    s Reg

    ula

    tions)

    2.2

    des

    crib

    e th

    e sp

    ecific

    reg

    ula

    tions

    and s

    afe

    work

    ing

    pra

    ctic

    es a

    nd p

    roce

    dure

    s th

    at a

    pply

    to t

    hei

    r w

    ork

    ac

    tivi

    ties

    2.3

    des

    crib

    e th

    e w

    arnin

    g s

    igns

    for

    the

    seve

    n m

    ain

    gro

    ups

    of

    haz

    ardous

    subst

    ance

    s def

    ined

    by

    Cla

    ssific

    atio

    n,

    Pack

    agin

    g a

    nd L

    abel

    ling o

    f D

    anger

    ous

    Subst

    ance

    s Reg

    ula

    tions

    2.4

    ex

    pla

    in h

    ow

    to loca

    te r

    elev

    ant

    hea

    lth a

    nd s

    afet

    y in

    form

    atio

    n for

    thei

    r ta

    sks,

    and t

    he

    sourc

    es o

    f ex

    per

    t ass

    ista

    nce

    when

    hel

    p is

    nee

    ded

  • N025065 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 3 N

    VQ

    Dip

    lom

    a in

    Inst

    alla

    tion a

    nd C

    om

    mis

    sionin

    g (

    QC

    F) –

    Is

    sue

    1 –

    Nove

    mber

    2010 ©

    Edex

    cel Li

    mited

    2010

    28

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    2.5

    ex

    pla

    in w

    hat

    const

    itute

    s a h

    aza

    rd in t

    he

    work

    pla

    ce

    (such

    as

    movi

    ng p

    arts

    of m

    achin

    ery,

    ele

    ctrici

    ty,

    slip

    per

    y an

    d u

    nev

    en s

    urf

    aces

    , poorly

    pla

    ced

    equip

    men

    t, d

    ust

    and f

    um

    es,

    handlin

    g a

    nd

    tran

    sport

    ing,

    conta

    min

    ants

    and irr

    itan

    ts,

    mat

    eria

    l ej

    ection,

    fire

    , w

    ork

    ing a

    t hei

    ght,

    envi

    ronm

    ent,

    pre

    ssure

    /sto

    red e

    ner

    gy

    syst

    ems,

    vola

    tile

    , flam

    mab

    le o

    r to

    xic

    mat

    eria

    ls,

    unsh

    ield

    ed p

    roce

    sses

    , w

    ork

    ing in c

    onfined

    spac

    es)

    2.6

    des

    crib

    e th

    eir

    resp

    onsi

    bili

    ties

    for

    iden

    tify

    ing a

    nd

    dea

    ling w

    ith h

    azar

    ds

    and r

    educi

    ng r

    isks

    in t

    he

    work

    pla

    ce

    2.7

    des

    crib

    e th

    e risk

    s ass

    oci

    ated

    with t

    hei

    r w

    ork

    ing

    envi

    ronm

    ent

    (such

    as

    the

    tools

    , m

    ater

    ials

    and

    equip

    men

    t th

    at t

    hey

    use

    , sp

    illages

    of oil,

    chem

    ical

    s an

    d o

    ther

    subst

    ance

    s, n

    ot

    report

    ing a

    ccid

    enta

    l bre

    akages

    of to

    ols

    or

    equip

    men

    t an

    d n

    ot

    follo

    win

    g

    laid

    -dow

    n w

    ork

    ing p

    ract

    ices

    and p

    roce

    dure

    s)

    2.8

    des

    crib

    e th

    e pro

    cess

    es a

    nd p

    roce

    dure

    s th

    at

    are

    use

    d t

    o iden

    tify

    and r

    ate

    the

    leve

    l of ri

    sk (

    such

    as

    safe

    ty insp

    ections,

    the

    use

    of haz

    ard c

    hec

    klis

    ts,

    carr

    ying o

    ut

    risk

    ass

    essm

    ents

    , CO

    SH

    H

    asse

    ssm

    ents

    )

    2.9

    des

    crib

    e th

    e firs

    t ai

    d fac

    ilities

    that

    exi

    st w

    ithin

    thei

    r w

    ork

    are

    a a

    nd w

    ithin

    the

    org

    anis

    atio

    n in g

    ener

    al;

    the

    pro

    cedure

    s to

    be

    follo

    wed

    in t

    he

    case

    of

    acci

    den

    ts invo

    lvin

    g inju

    ry

  • N025065 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 3 N

    VQ

    Dip

    lom

    a in

    Inst

    alla

    tion a

    nd C

    om

    mis

    sionin

    g (

    QC

    F) –

    Is

    sue

    1 –

    Nove

    mber

    2010 ©

    Edex

    cel Li

    mited

    2010

    29

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    2.1

    0

    expla

    in w

    hat

    const

    itute

    dan

    ger

    ous

    occ

    urr

    ence

    s an

    d

    haz

    ardous

    mal

    funct

    ions,

    and w

    hy

    thes

    e m

    ust

    be

    report

    ed e

    ven if no-o

    ne

    is inju

    red

    2.1

    1

    des

    crib

    e th

    e pro

    cedure

    s fo

    r so

    undin

    g t

    he

    emer

    gen

    cy a

    larm

    s, e

    vacu

    atio

    n p

    roce

    dure

    s an

    d

    esca

    pe

    route

    s to

    be

    use

    d,

    and t

    he

    nee

    d t

    o r

    eport

    th

    eir

    pre

    sence

    at

    the

    appro

    priat

    e as

    sem

    bly

    poin

    t

    2.1

    2

    des

    crib

    e th

    e org

    anis

    ational

    polic

    y w

    ith r

    egar

    d t

    o fire

    fighting p

    roce

    dure

    s; t

    he

    com

    mon c

    ause

    s of

    fire

    and

    what

    they

    can

    do t

    o h

    elp p

    reve

    nt

    them

    2.1

    3

    des

    crib

    e th

    e pro

    tect

    ive

    cloth

    ing a

    nd e

    quip

    men

    t th

    at

    is a

    vaila

    ble

    for

    thei

    r are

    as

    of

    act

    ivity

    2.1

    4

    expla

    in h

    ow

    to s

    afel

    y lif

    t an

    d c

    arr

    y lo

    ads,

    and t

    he

    man

    ual

    and m

    echan

    ical

    aid

    s ava

    ilable

    2.1

    5

    expla

    in h

    ow

    to p

    repare

    and m

    ainta

    in s

    afe

    work

    ing

    area

    s; t

    he

    stan

    dar

    ds

    and p

    roce

    dure

    s to

    ensu

    re

    good h

    ouse

    keep

    ing

    2.1

    6

    des

    crib

    e th

    e im

    port

    ance

    of

    safe

    sto

    rage

    of

    tools

    , eq

    uip

    men

    t, m

    ater

    ials

    and p

    roduct

    s

    2.1

    7

    des

    crib

    e th

    e ex

    tent

    of th

    eir

    ow

    n a

    uth

    ority

    , an

    d t

    o

    whom

    they

    should

    rep

    ort

    in t

    he

    even

    t of

    pro

    ble

    ms

    that

    they

    can

    not

    reso

    lve.

  • N025065 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 3 N

    VQ

    Dip

    lom

    a in

    Inst

    alla

    tion a

    nd C

    om

    mis

    sionin

    g (

    QC

    F) –

    Is

    sue

    1 –

    Nove

    mber

    2010 ©

    Edex

    cel Li

    mited

    2010

    30

    Lear

    ner

    nam

    e:__________________________________________

    D

    ate:

    ___________________________

    Lear

    ner

    sig

    nat

    ure

    :_______________________________________

    D

    ate:

    ___________________________

    Ass

    esso

    r si

    gnat

    ure

    :______________________________________

    D

    ate:

    ___________________________

    Inte

    rnal

    ver

    ifie

    r si

    gnatu

    re:

    ________________________________

    (i

    f sa

    mple

    d)

    Dat

    e:___________________________

  • N025065 – Specification – Edexcel Level 3 NVQ Diploma in Installation and Commissioning (QCF) – Issue 1 – November 2010 © Edexcel Limited 2010

    31

    Unit 3: Using and interpreting engineering data and documentation

    Unit reference number: Y/601/5102

    QCF level: 2

    Credit value: 5

    Guided learning hours: 25

    Unit summary

    This unit covers the skills and knowledge needed to prove the competences required to make effective use of text, numeric and graphical information, by interpreting and using technical information extracted from documents such as engineering drawings, technical manuals, reference tables, specifications, technical sales/marketing documentation, charts or electronic displays, in accordance with approved procedures. The learner will be required to extract the necessary information from the various documents, in order to establish and carry out the work requirements, and to make valid decisions about the work activities based on the information extracted.

    Assessment requirements/evidence requirements

    This unit must be assessed in a work environment and must be assessed in accordance with the ‘Semta Assessment Strategy’. Detailed information is in Annexe E.

    Assessment methodology

    Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

  • N025065 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 3 N

    VQ

    Dip

    lom

    a in

    Inst

    alla

    tion a

    nd C

    om

    mis

    sionin

    g (

    QC

    F) –

    Is

    sue

    1 –

    Nove

    mber

    2010 ©

    Edex

    cel Li

    mited

    2010

    32

    Lear

    ning

    out

    com

    es a

    nd a

    sses

    smen

    t cr

    iter

    ia

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    1

    Use

    and inte

    rpre

    t en

    gin

    eering

    dat

    a and d

    ocu

    men

    tation

    1.1

    use

    the

    appro

    ved s

    ourc

    e to

    obta

    in t

    he

    required

    dat

    a

    and d

    ocu

    men

    tation

    1.2

    use

    the

    data

    and d

    ocu

    men

    tation a

    nd c

    arry

    out

    all of

    the

    follo

    win

    g:

    chec

    k th

    e cu

    rren

    cy a

    nd v

    alid

    ity

    of th

    e dat

    a an

    d

    docu

    men

    tation u

    sed

    exer

    cise

    car

    e an

    d c

    ontr

    ol ove

    r th

    e docu

    men

    ts a

    t al

    l tim

    es

    corr

    ectly

    extr

    act

    all

    nec

    essa

    ry d

    ata

    in o

    rder

    to

    carr

    y out

    the

    required

    task

    s

    seek

    out

    additio

    nal

    info

    rmation w

    her

    e th

    ere

    are

    gap

    s or

    def

    icie

    nci

    es in t

    he

    info

    rmat

    ion o

    bta

    ined

    dea

    l w

    ith o

    r re

    port

    any

    pro

    ble

    ms

    found w

    ith t

    he

    dat

    a and d

    ocu

    men

    tation

    mak

    e va

    lid d

    ecis

    ions

    bas

    ed o

    n t

    he

    evalu

    atio

    n o

    f th

    e en

    gin

    eering info

    rmat

    ion e

    xtra

    cted

    fro

    m t

    he

    docu

    men

    ts

    retu

    rn a

    ll docu

    men

    ts t

    o t

    he

    appro

    ved loca

    tion o

    n

    com

    ple

    tion o

    f th

    e w

    ork

    com

    ple

    te a

    ll nec

    essa

    ry w

    ork

    -rel

    ated

    docu

    men

    tation s

    uch

    as

    pro

    duct

    ion

    docu

    men

    tation,

    inst

    alla

    tion d

    ocu

    men

    tation,

    mai

    nte

    nan

    ce d

    ocu

    men

    tation,

    pla

    nnin

    g

    docu

    men

    tation

  • N025065 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 3 N

    VQ

    Dip

    lom

    a in

    Inst

    alla

    tion a

    nd C

    om

    mis

    sionin

    g (

    QC

    F) –

    Is

    sue

    1 –

    Nove

    mber

    2010 ©

    Edex

    cel Li

    mited

    2010

    33

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    1.3

    co

    rrec

    tly

    iden

    tify

    , in

    terp

    ret

    and e

    xtra

    ct t

    he

    required

    in

    form

    atio

    n

    1.4

    ex

    tract

    info

    rmat

    ion t

    hat

    incl

    udes

    thre

    e of

    the

    follo

    win

    g:

    mat

    eria

    ls o

    r co

    mponen

    ts r

    equired

    dim

    ensi

    ons

    tole

    rance

    s

    build

    qual

    ity

    inst

    alla

    tion r

    equirem

    ents

    cust

    om

    er r

    equirem

    ents

    tim

    e sc

    ales

    finan

    cial

    info

    rmation

    oper

    atin

    g p

    aram

    eter

    s

    surf

    ace

    tex

    ture

    req

    uirem

    ents

    loca

    tion/o

    rien

    tation o

    f part

    s

    pro

    cess

    or

    trea

    tmen

    ts r

    equired

    dis

    man

    tlin

    g/a

    ssem

    bly

    seq

    uen

    ce

    insp

    ection/t

    esting r

    equirem

    ents

    num

    ber

    /volu

    mes

    req

    uired

    repai

    r/se

    rvic

    e m

    ethods

    met

    hod o

    f m

    anufa

    cture

    wel

    d t

    ype

    and s

    ize

  • N025065 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 3 N

    VQ

    Dip

    lom

    a in

    Inst

    alla

    tion a

    nd C

    om

    mis

    sionin

    g (

    QC

    F) –

    Is

    sue

    1 –

    Nove

    mber

    2010 ©

    Edex

    cel Li

    mited

    2010

    34

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    oper

    atio

    ns

    required

    connec

    tions

    to b

    e m

    ade

    surf

    ace

    fin

    ish r

    equired

    shape

    or

    pro

    file

    s

    fault fin

    din

    g p

    roce

    dure

    s

    safe

    ty/r

    isk

    fact

    ors

    envi

    ronm

    enta

    l co

    ntr

    ols

    spec

    ific

    data

    (su

    ch a

    s co

    mponen

    t dat

    a,

    mai

    nte

    nan

    ce d

    ata

    , el

    ectr

    ical

    dat

    a, flu

    id d

    ata

    )

    reso

    urc

    es (

    such

    as

    tools

    , eq

    uip

    men

    t, p

    erso

    nnel

    )

    utilit

    y su

    pply

    det

    ails

    (su

    ch a

    s el

    ectr

    icity,

    wat

    er,

    gas

    , ai

    r)

    loca

    tion o

    f se

    rvic

    es,

    incl

    udin

    g s

    tandby

    and

    emer

    gen

    cy b

    acku

    p s

    yste

    ms

    circ

    uit c

    har

    acte

    rist

    ics

    (such

    as

    pre

    ssure

    , flow

    , cu

    rren

    t, v

    oltag

    e, s

    pee

    d)

    pro

    tect

    ive

    arra

    ngem

    ents

    and e

    quip

    men

    t (s

    uch

    as

    conta

    inm

    ent,

    envi

    ronm

    enta

    l co

    ntr

    ols

    , w

    arnin

    g

    and e

    vacu

    atio

    n s

    yste

    ms

    and e

    quip

    men

    t)

    oth

    er s

    pec

    ific

    rel

    ated

    info

    rmat

    ion

    1.5

    use

    the

    info

    rmat

    ion o

    bta

    ined

    to e

    nsu

    re t

    hat

    work

    outp

    ut

    mee

    ts t

    he

    spec

    ific

    atio

    n

  • N025065 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 3 N

    VQ

    Dip

    lom

    a in

    Inst

    alla

    tion a

    nd C

    om

    mis

    sionin

    g (

    QC

    F) –

    Is

    sue

    1 –

    Nove

    mber

    2010 ©

    Edex

    cel Li

    mited

    2010

    35

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    1.6

    use

    info

    rmat

    ion e

    xtra

    cted

    fro

    m d

    ocu

    men

    ts t

    o

    incl

    ude

    one

    from

    the

    follo

    win

    g:

    dra

    win

    gs

    (such

    as

    com

    ponen

    t dra

    win

    gs,

    as

    sem

    bly

    dra

    win

    gs,

    modific

    ation d

    raw

    ings,

    re

    pai

    r dra

    win

    gs,

    wel

    din

    g/f

    abrica

    tion d

    raw

    ings,

    dis

    trib

    ution a

    nd inst

    alla

    tion d

    raw

    ings)

    dia

    gra

    ms

    (such

    as

    schem

    atic

    , fluid

    pow

    er

    dia

    gra

    ms,

    pip

    ing,

    wirin

    g/c

    ircu

    it d

    iagra

    ms)

    man

    ufa

    cture

    rs m

    anual

    s/dra

    win

    gs

    appro

    ved s

    ketc

    hes

    tech

    nic

    al illu

    stra

    tions

    photo

    gra

    phic

    rep

    rese

    nta

    tions

    visu

    al dis

    pla

    y sc

    reen

    info

    rmation

    tech

    nic

    al s

    ales

    /mar

    keting d

    ocu

    men

    tation

    contr

    act

    ual docu

    men

    tation

    oth

    er s

    pec

    ific

    dra

    win

    gs/

    docu

    men

    ts

  • N025065 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 3 N

    VQ

    Dip

    lom

    a in

    Inst

    alla

    tion a

    nd C

    om

    mis

    sionin

    g (

    QC

    F) –

    Is

    sue

    1 –

    Nove

    mber

    2010 ©

    Edex

    cel Li

    mited

    2010

    36

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    1.7

    use

    info

    rmat

    ion e

    xtra

    cted

    fro

    m r

    elat

    ed

    docu

    men

    tation,

    to incl

    ude

    two f

    rom

    the

    follo

    win

    g:

    inst

    ruct

    ions

    (such

    as

    job inst

    ruct

    ions,

    dra

    win

    g

    inst

    ruct

    ions,

    man

    ufa

    cture

    rs inst

    ruct

    ions)

    spec

    ific

    atio

    ns

    (such

    as

    mate

    rial, fin

    ish,

    pro

    cess

    , co

    ntr

    act

    ual, c

    alib

    ration)

    refe

    rence

    mat

    eria

    ls (

    such

    as

    man

    ual

    s, t

    able

    s,

    char

    ts,

    guid

    es,

    note

    s)

    sched

    ule

    s

    oper

    atio

    n s

    hee

    ts

    serv

    ice/

    test

    info

    rmation

    pla

    nnin

    g d

    ocu

    men

    tation

    qual

    ity

    contr

    ol docu

    men

    ts

    com

    pan

    y sp

    ecific

    tec

    hnic

    al inst

    ruct

    ions

    nat

    ional

    , in

    tern

    atio

    nal

    and o

    rgan

    isat

    ional

    st

    andar

    ds

    hea

    lth a

    nd s

    afe

    ty s

    tandar

    ds

    rela

    ting t

    o t

    he

    act

    ivity

    (such

    as

    CO

    SH

    H)

    oth

    er s

    pec

    ific

    rel

    ated

    docu

    men

    tation

    1.8

    dea

    l pro

    mptly

    and e

    ffec

    tive

    ly w

    ith a

    ny

    pro

    ble

    ms

    within

    thei

    r co

    ntr

    ol and r

    eport

    those

    whic

    h c

    annot

    be

    solv

    ed

    1.9

    re

    port

    any

    inac

    cura

    cies

    or

    dis

    crep

    anci

    es in

    docu

    men

    tation a

    nd s

    pec

    ific

    atio

    ns.

  • N025065 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 3 N

    VQ

    Dip

    lom

    a in

    Inst

    alla

    tion a

    nd C

    om

    mis

    sionin

    g (

    QC

    F) –

    Is

    sue

    1 –

    Nove

    mber

    2010 ©

    Edex

    cel Li

    mited

    2010

    37

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    2

    Know

    how

    to u

    se a

    nd

    inte

    rpre

    t en

    gin

    eering d

    ata

    and d

    ocu

    men

    tation

    2.1

    ex

    pla

    in w

    hat

    info

    rmation s

    ourc

    es a

    re u

    sed f

    or

    the

    dat

    a an

    d d

    ocu

    men

    tation t

    hat

    they

    use

    in t

    hei

    r w

    ork

    ac

    tivi

    ties

    2.2

    ex

    pla

    in h

    ow

    docu

    men

    ts a

    re o

    bta

    ined

    , an

    d h

    ow

    to

    chec

    k th

    at t

    hey

    are

    curr

    ent

    and v

    alid

    2.3

    ex

    pla

    in t

    he

    bas

    ic p

    rinci

    ple

    s of co

    nfiden

    tial

    ity

    (incl

    udin

    g w

    hat

    info

    rmat

    ion s

    hould

    be

    ava

    ilable

    and

    to w

    hom

    )

    2.4

    des

    crib

    e th

    e diffe

    rent

    way

    s/fo

    rmat

    s th

    at d

    ata

    and

    docu

    men

    tation c

    an b

    e pre

    sente

    d (

    such

    as

    dra

    win

    gs,

    jo

    b inst

    ruct

    ions

    pro

    duct

    dat

    a sh

    eets

    , m

    anufa

    cture

    rs’

    man

    ual

    s, fin

    anci

    al s

    pre

    adsh

    eets

    , pro

    duct

    ion

    sched

    ule

    s, insp

    ection a

    nd c

    alib

    ration r

    equirem

    ents

    , cu