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© Samoa Qualifications Authority 2013

ACKNOWLEDGEMENTS

This document was produced with the kind assistance of the Australian Government through the

Samoa-Australia Partnership for Development, under the TVET Strengthening Programme.

A note of appreciation is also extended to the hardworking members of the Trade Sector Advisory

Group who provided advice, industry feedback and constructive criticism in their advisory role

throughout this project.

Trades Sector Advisory Group Members

Papalii Grant Percival, Representative, SUNGO (CHAIRMAN)

Hobart Vaai, Manager Member Services, National Private Sector Organisation Samoa

Tupai Mau Simanu, Registrar, Institute of Professional Engineers Samoa

Maria Leota, President, Samoa Refrigeration Engineers Association

Papalii Pasi Poloa, President, Samoa Master Builders Association

Letiu Tamatoa S Penaia, Chairman, Samoa Plumbers Association

Sera Moananu, Training Coordinator, SUNGO

Eseta Faafeu-Hope, Dean Faculty of Applied Sciences, National University of Samoa

Father Chris Ford, Principal, Don Bosco Technical Centre

Rev Uale Misifoa, Principal, Laumua o Punaoa Technical & Creative Centre

Sa’u Taupisi Faamau, ACEO Apprenticeship, Employment & Labour Market, MCIL

Elsa Fruean, ACEO Asset Management Building, MWTI

Elisaia Talouli, ACEO Corporate Services, MNRE

Tagaloa Patricia Ah Chong-Fruean, Manager Human Resources, EPC

Kolone Tikeri, Human Resources Coordinator, SWA

Sepelini Su’a, Secondary Curriculum Officer Design Technology, MESC

Ropati Mualia, Principal Officer, HR Planning & Development Services, PSC

Tuiavii Alapati Pupi, President, Samoa Motor Trades Association

Tea Tepora Wright, ACEO Qualifications Services, SQA

Fagalima Tuatagaloa, Principal Qualifications Officer, SQA

This document is copyright.

Reproduction of material from the document is welcomed with acknowledgement of the source.

Reproduction for sale is not allowed without permission from

The Chief Executive Officer

Samoa Qualifications Authority

P O Box L851

TATTE Building Level 2 SOGI, SAMOA

Email: [email protected]

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CONTENTS

PURPOSE OF THIS DOCUMENT ...................................................................................................... 6

DEVELOPMENT PROCESS ................................................................................................................ 6

DEFINITIONS ....................................................................................................................................... 6

SECTOR INFORMATION ................................................................................................................... 7

OCCUPATIONAL INFORMATION ................................................................................................... 8

LEARNING AND CAREER PATHWAYS ......................................................................................... 9

SAMOA QUALIFICATIONS AND NATIONAL COMPETENCY STANDARDS MATRIX........ 10

CODING FOR SAMOA QUALIFICATIONS ............................................................................ 10

CODING FOR NATIONAL COMPETENCY STANDARDS ................................................... 10

Samoa Certificate I Trades Foundation Skills .............................................................................. 15

Samoa Certificate II Fitting and Machining ................................................................................. 17

Samoa Certificate III Fitting and Machining ................................................................................ 19

Samoa Certificate IV Fitting and Machining (Mechanical Engineering) ..................................... 22

NATIONAL COMPETENCY STANDARDS .................................................................................... 25

ER26017 Demonstrate knowledge of lubricants and lubrication systems, and inspect lubrication

systems.......................................................................................................................................... 72

ER26018 Monitor the condition of machinery and equipment .................................................... 74

ER26019 Demonstrate basic engineering workshop skills under close supervision.................... 75

ER26020 Develop a simple product using engineering materials ................................................ 77

ER26021 Demonstrate knowledge of safety procedures in a specific engineering workshop ..... 79

ER26022 Apply hazard identification and risk assessment procedures in the workplace ........... 80

ER26023 Demonstrate knowledge of mathematical principles for mechanical engineering ....... 82

ER26024 Demonstrate knowledge of process control in mechanical engineering ...................... 83

ER26025Demonstrate knowledge of mechanical power transmission ........................................ 84

ER26026Demonstrate knowledge of modern manufacturing concepts and their significance in

plant maintenance ......................................................................................................................... 87

ER26027 Demonstrate knowledge of modern engineering plant maintenance practice .............. 88

ER26028 Perform planned maintenance work on mechanical equipment ................................... 90

ER26029 Describe the principles of static and dynamic balancing, and carry out static balancing

...................................................................................................................................................... 91

ER26030 Apply sketching techniques and produce drawings for mechanical engineering ......... 92

ER26031 Demonstrate knowledge of new technology developments relevant to the mechanical

engineering industry ..................................................................................................................... 93

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ER26032 Carry out tests and measurements using approved procedures within mechanical

engineering contexts ..................................................................................................................... 94

ER26033 Demonstrate and apply knowledge of mechanical statics for mechanical engineering96

ER26035 Demonstrate basic knowledge of engineering materials .............................................. 99

ER26036 Select, use, and care for, engineering hand tools ....................................................... 100

ER26037 Select, use, and care for simple measuring devices used in engineering ................... 101

ER26038 Manually construct plane geometric shapes for engineering ..................................... 102

ER26039 Demonstrate knowledge of common engineering metals .......................................... 103

ER26040 Demonstrate knowledge of the composition of common engineering metals ........... 105

ER26041 Safely shut down and isolate machines and equipment ............................................. 107

ER26042 Select, use and maintain portable hand held engineering power tools ....................... 108

ER26043 Demonstrate knowledge of fasteners used in mechanical engineering ...................... 109

ER26045 Shift loads in engineering installation, maintenance, and fabrication work ............... 110

ER26046 Demonstrate knowledge of safety on engineering worksites ..................................... 112

ER29001 Demonstrate and apply knowledge of machine leveling and alignment .................... 115

ER29002 Perform basic mechanical engineering machining operations under supervision ...... 116

ER29003 Demonstrate knowledge of basic mechanics for mechanical engineering trades ...... 119

ER29004 Demonstrate and apply knowledge of mechanical fitting .......................................... 120

ER29005 Carry out heat treatment of metal parts under supervision ......................................... 122

ER29006 Test the physical properties of engineering metals .................................................... 123

ER29007 Demonstrate knowledge of heat treatment for engineering steels.............................. 124

ER29008 Demonstrate knowledge of heat treatment for engineering non-ferrous metals ........ 126

ER29009 Demonstrate knowledge of engineering tool steels .................................................... 127

ER29010 Select, use, and care for engineering dimensional measuring equipment .................. 129

ER29011 Select, use, and care for engineering marking-out equipment ................................... 130

ER29012 Demonstrate knowledge of fits, limits, and tolerances in engineering ....................... 131

ER29013 Service machines and equipment ............................................................................... 132

ER29014 Align machinery and equipment ................................................................................ 133

ER29015 Assemble mechanical components under supervision ............................................... 134

ER29016 Assemble and fit precision components ..................................................................... 136

ER29017 Assemble and fit precision tooling ............................................................................. 137

ER29018 Demonstrate and apply knowledge of manually controlled machining operations ... 138

ER29019 Produce components by performing engineering turning operations ......................... 141

ER29020 Produce components by performing engineering milling operations ......................... 142

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ER29021 Demonstrate and apply knowledge of setting and operating CNC engineering

machines ..................................................................................................................................... 143

ER29022 Demonstrate and apply knowledge of programming CNC engineering machines .... 145

ER29023 Level machinery and equipment ................................................................................ 146

ER30001 Perform basic fabrication operations under supervision ............................................ 147

ER31029 Cut metals using manual thermal processes ............................................................... 150

ER31030 Demonstrate and apply knowledge of safe welding procedures under supervision ... 151

ER31031 Demonstrate and apply knowledge of welding low carbon steel ............................... 153

ER31032 Demonstrate and apply knowledge of welding aluminium and stainless steel .......... 156

ANNEX 1: THE SAMOA QUALIFICATIONS FRAMEWORK .................................................... 159

ANNEX 2: SQF LEVEL OUTCOME DESCRIPTORS ................................................................... 160

ANNEX 3: SQF FIELDS AND SUBFIELDS ................................................................................. 165

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PURPOSE OF THIS DOCUMENT

The purpose of this document is provide information on National Competency Standards and

associated Samoa Qualifications for training providers who are currently delivering or planning to

deliver training to prepare individuals for work in the Fitting and Machining Trade.

This document contains the National Competency Standards and Samoa Qualifications for

recognising and assessing people’s skills within the Fitting and Machining Trade, as well as other

information that training providers will find useful.

All Samoa Qualifications listed in this document have been registered on the Samoa Qualifications

Framework.

DEVELOPMENT PROCESS

The National Competency Standards and Samoa Qualifications contained in this document were

developed using the processes outlined in the SQA Guidelines for Development of National

Competency Standards, and the SQA Guidelines for Development of National Qualifications. These

are:

1. Needs Analysis

2. Drafting

3. Validation

4. Endorsement

Sector stakeholders were consulted at every stage of this process to ensure the resulting product

reflected essential competencies for workplace performance.

A Sector Advisory Group made up of representatives of government, non-government, industry,

employer and professional organisations played an advisory role to SQA through the development of

these National Competency Standards and Samoa Qualifications.

DEFINITIONS

Samoa

Qualifications

Qualifications developed to meet a specific priority national need or interest

and whose development has involved, and has widespread endorsement by,

the appropriate national industry, profession or community related to the

qualification outcomes.

National

Competency

Standard (NCS)

National Competency Standards are specifications of competency required to

perform job roles within a particular industry or sector.

Learning outcome These are the building blocks of the NCS. They describe the activities that

must be completed in order to perform the function described in the NCS title.

Performance

Standard

The performance standards describe how an assessor could judge whether the

learning outcome has been achieved.

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SECTOR INFORMATION

The Fitting and Machining occupation is one of the essential occupations within the Manufacturing

Industry1

1 https://mycareer.com.au/sector/manufacturing/sub/fitting-machining/

MANUFACTURING

FITTING AND

MACHINING MANAGEMENT

AND

SUPERVISORY

STORES AND WAREHOUSING

MACHINE

OPERATING

PROCESS

WORK

PACKER/

FILER

PLANNING

AND

SCHEDULING

ASSEMBLY

LINE

INDUSTRIAL

DESIGN

SALES

TOOLMAKER

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OCCUPATIONAL INFORMATION

Fitter machinists are mechanical engineering tradespersons who have combined specialisation in

mechanical fitting and metal machining.

A fitter fits and assembles parts and sub-assemblies made from metal and other materials to make

production machinery and other equipment. Their work generally can be divided into three areas:

marking out work to be done, assembling and installing machine components, and maintaining and

repairing them. They may be known as bench fitters, diesel fitter mechanics, fitter machinists, fitter

welders, fluid power fitters or maintenance fitters.

Fitters may shrink-fit parts during assembly, using oxy-acetylene torches and presses, dry ice and

carbon dioxide freezing; manufacture, repair and fault-find hydraulic and pneumatic equipment;

inspect machinery and make repairs; and erect machinery and equipment on site.

A metal machinist sets up and operates tools to cut, shape and form metal stock and castings to exact

sizes, using detailed drawings, CAD systems and specifications. They machine metal components

from single to complex form.

Metal machinists can specialise in many types of machining work such as turning, drilling, boring,

milling, shaping or grinding. Machinists increasingly specialise in the use of computer-controlled

machines that accurately cut or electrically erode shapes.

Mechanical engineering tradespersons may…

examine detailed drawings or specifications to find out job, material and equipment

requirements

set up and adjust metalworking machines and equipment

operate machines to produce parts or tools by turning, boring, milling, planing, shaping,

slotting, grinding or drilling metal stock or components

fit and assemble metal parts, tools or sub-assemblies, including the welding or brazing of

parts

cut, thread, bend and install hydraulic and pneumatic pipes and lines

dismantle faulty tools and assemblies and repair or replace defective parts

set up and-or operate hand and machine tools, welding equipment or computer numerically

controlled (CNC) machines

check accuracy and quality of finished parts, tools or sub-assemblies2.

2http://www.makeit.net.au/01_start_out_job.php?job=Fitter%20and%20Machinist&jobarea=Mechanical&sector=Heav

y%20Machinery%20and%20Equipment

http://www.makeit.net.au/01_start_out_job.php?job=Fitter%20and%20Machinist&jobarea=Mechanical&sector=Heavy%20Machinery%20and%20Equipment

http://www.makeit.net.au/01_start_out_job.php?job=Fitter%20and%20Machinist&jobarea=Mechanical&sector=Heavy%20Machinery%20and%20Equipment

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LEARNING AND CAREER PATHWAYS

ENTRY

EQUIREMENT

SAMOA

QUALIFICATIONS

CAREER

OPPORTUNITIES

OPEN ENTRY

Samoa Certificate 1 Trades Foundation

Skills

Work as a Beginner in a trade field

RECO

GN

ITIO

N O

F CU

RREN

T CO

MPETEN

CY

SAMOA SCHOOL

CERTIFICATE(SSC)

Samoa Certificate II Fitting and Machining

Work under supervision of a

qualified tradesperson

PSSC/SSLC Samoa Certificate III

Fitting and Machining Work as Assistant to a qualified tradesperson

Samoa Certificate IV

Fitting and Machining Work as a qualified

tradesperson

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SAMOA QUALIFICATIONS AND NATIONAL COMPETENCY STANDARDS MATRIX

CODE SAMOA QUALIFICATIONS NCS

CREDIT

ERI-1301

Samoa Certificate I Trades Foundation Skills

74

ERII-1305

Samoa Certificate II Fitting and Machining

116

ERIII-1306

Samoa Certificate III Fitting and Machining

158

ERIV-1304

Samoa Certificate IV Fitting and Machining (Mechanical Engineering)

147

CODING FOR SAMOA QUALIFICATIONS

Once registered on the Samoa Qualifications Framework, Samoa Qualifications are assigned a coding based on:

1.The first 2 letters indicate the SQF Field, followed by

2. Roman Numeral (I-X) to indicate SQF Level, followed by

3.The last 2 digits of the year the qualification was registered, followed by

4. Numbering consecutively from 01-99

CODING FOR NATIONAL COMPETENCY STANDARDS

1. The first two Letters indicate the SQF Field, followed by

2. Two Numbers (01,…45,… 91,…) to indicate the Subfield in which the NCS falls, followed by

3. Numbering consecutively from 001-999

The list of SQF Fields and NCS Subfields are in Annex 3 of this document.

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NATIONAL COMPETENCY STANDARDS

CODE


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Cer

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TF

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Cer

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Pl

Cer

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I P

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Cer

t IV

Pl

ER18003 Describe motor vehicle safe motoring requirements and general locations of systems

and components.

I 4

ER19001 Disassemble and reassemble a single cylinder or multi-cylinder four stroke engine

under supervision.

I 2

ER19002 Remove and replace road wheels in the motor industry. I 1 MF02005 Apply mathematical processes to workplace projects II 3 MF09003 Attend to customer enquiries face-to-face and on the telephone I 2 MF09006 Demonstrate and apply knowledge of a personal computer system I 3 MF09015 Demonstrate care and timeliness as an employee I 4 MF09016 Complete a work experience placement I 2 MF09017 Participate and communicate in a team or group to complete a routine task I 2 MF09018 Complete an incident report I 2 AB10082 Use hardware and fastenings for a construction trades project I 2 AB10083 Use joints for a construction trades project I 3 AB10084 Demonstrate knowledge of construction and manufacturing materials used in

construction trades projects

I 4

ER45010 Draw and explain simple electrical diagrams II 4 HE22001 Demonstrate knowledge of workplace health and safety requirements I 3 AB18003 Identify and describe hand tools and testing equipment for plumbing II 2 AB18014 Identify and describe trade equipment and power tools used for plumbing II 1 ER26001 Demonstrate knowledge of trade calculations and units for mechanical engineering

trades

II 6

ER26002 Demonstrate and apply knowledge of international tolerancing in engineering IV 4

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ER26003 Interpret mechanical engineering drawings III 5 ER26004 Create three-dimensional engineering models under supervision III 5 ER26005 Draw and interpret engineering sketches under supervision II 4 ER26006 Manually produce and interpret simple engineering component drawings under

supervision

II 8

ER26007 Demonstrate knowledge of hydraulics and hydraulic power systems II 5 ER26008 Demonstrate knowledge of pneumatics and pneumatic power systems II 5 ER26009 Repair and overhaul compressed air systems IV 5 ER26010 Repair and overhaul cooling systems IV 5 ER26011 Repair and overhaul pumps V 8 ER26012 Repair and overhaul valves IV 5 ER26013 Demonstrate knowledge of bearings used in machines and equipment III 8 ER26014 Replace static seals in machines and equipment III 5 ER26015 Demonstrate knowledge of pumps, fans and valves for mechanical engineering trades III 3 ER26016 Dismantle, inspect, assemble and test components IV 6 ER26017 Demonstrate knowledge of lubricants and lubrication systems and inspect lubrication

systems

III 5

ER26018 Monitor the condition of machinery and equipment IV 4 ER26019 Demonstrate basic engineering workshop skills under close supervision I 12 ER26020 Develop a simple product using engineering materials I 10 ER26021 Demonstrate knowledge of safety procedures in a specific engineering workshop I 2 ER26022 Apply hazard identification and risk assessment procedures in the workplace III 4 ER26023 Demonstrate knowledge of mathematical principles for mechanical engineering IV 15 ER26024 Demonstrate knowledge of process control in mechanical engineering IV 3 ER26025 Demonstrate knowledge of mechanical power transmission III 3 ER26026 Demonstrate knowledge of modern manufacturing concepts and their significance in

plant maintenance

IV 3

ER26027 Demonstrate knowledge of modern engineering plant maintenance practice IV 5 ER26028 Perform planned maintenance work on mechanical equipment IV 5 ER26029 Describe the principles of static and dynamic balancing, and carry out static balancing III 5 ER26030 Apply sketching techniques and produce drawings for mechanical engineering IV 11

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ER26031 Demonstrate knowledge of new technology developments relevant to the mechanical

engineering industry

V 5

ER26032 Carry out tests and measurements using approved procedures within mechanical

engineering contexts

V 10

ER26033 Demonstrate and apply knowledge of mechanical statics for mechanical engineering IV 15 ER26034 Demonstrate knowledge of job costing in mechanical engineering IV 2 ER26035 Demonstrate basic knowledge of engineering materials II 4 ER26036 Select, use, and care for, engineering hand tools II 4 ER26037 Select, use, and care for simple measuring devices used in engineering I 2 ER26038 Manually construct plane geometric shapes for engineering II 3 ER26039 Demonstrate knowledge of common engineering metals III 4 ER26040 Demonstrate knowledge of the composition of common engineering metals III 4 ER26041 Safely shut down and isolate machines and equipment III 3 ER26042 Select, use and maintain portable hand held engineering power tools II 4 ER26043 Demonstrate knowledge of fasteners used in mechanical engineering II 1 ER26045 Shift loads in engineering installation, maintenance, and fabrication work II 2 ER26046 Demonstrate knowledge of safety on engineering sites II 1 ER26047 Apply safe working practices on engineering worksite II 2 ER29001 Demonstrate and apply knowledge of machine leveling and alignment III 3 ER29002 Perform basic mechanical engineering machining operations under supervision II 12 ER29003 Demonstrate knowledge of basic mechanics for mechanical engineering trades II 3 ER29004 Demonstrate and apply knowledge of mechanical fitting III 5 ER29005 Carry out heat treatment of metal parts under supervision II 2 ER29006 Test the physical properties of engineering metals IV 4 ER29007 Demonstrate knowledge of heat treatment for engineering steels IV 5 ER29008 Demonstrate knowledge of heat treatment for engineering non-ferrous metals IV 4 ER29009 Demonstrate knowledge of engineering tool steels V 5 ER29010 Select, use, and care for engineering dimensional measuring equipment II 3 ER29011 Select, use, and care for engineering marking-out equipment II 4 ER29012 Demonstrate knowledge of fits and limits and tolerance in engineering II 2

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ER29013 Service machines and equipment II 4 ER29014 Align machinery and equipment IV 8 ER29015 Assemble mechanical components under supervision II 2 ER29016 Assemble and fits precision components III 10 ER29017 Assemble and fit precision tooling III 10 ER29018 Demonstrate and apply knowledge of manually controlled machining operations III 10 ER29019 Produce components by performing engineering turning operations III 15 ER29020 Produce components by performing engineering milling operations III 15 ER29021 Demonstrate and apply knowledge of setting and operating CNC engineering machines III 4 ER29022 Demonstrate and apply knowledge of programming CNC engineering machines III 4 ER29023 Level machinery and equipment III 4 ER30001 Perform basic fabrication operations under supervision II 12 ER31029 Cut metals using manual thermal processes III 4 ER31030 Demonstrate and apply knowledge of safe welding procedures under supervision II 3 ER31031 Demonstrate and apply knowledge of welding low carbon steel III 3 ER31032 Demonstrate and apply knowledge of welding aluminium and stainless steel III 4

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SAMOA QUALIFICATIONS

Title Samoa Certificate I Trades Foundation Skills

SQF Level I Total Credit Value 74

Qualification

purpose statement

This qualification has been designed specifically to provide a progressive

pathway for people who may wish to integrate into a wide range of trade-

related occupations.

The Samoa Certificate I Trades Foundation Skills is awarded to learners who

have demonstrated competence in basic trade skills. In addition they will have

gained credit for literacy, numeracy, interpersonal, and communication skills.

These skills have been identified by employers as being important to ensure a

learner is equipped to operate, and be productive in the workplace and so make

an effective contribution to the workforce. Holders of this qualification will

also have credit for first aid and health and safety.

This qualification is intended to act as a springboard from which people may

progress towards other higher level qualifications. The inclusion of National

Competency Standards from the trades provides a pathway for students who

wish to continue their development with further trade training at an entry level.

The qualification is designed to maximise the international opportunities for

recognition of the skills inherent in the certificate.

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Graduate

profile

This qualification will be awarded to individuals who have achieved all the

Learning Outcomes of the National Competency Standards listed below, and

hold a current First Aid Certificate.

NCS

Code

NCS Title SQF

Level

Credit

Value

ER18003 Describe motor vehicle safe motoring

requirements and general locations of systems

and components.

I 4

ER19001 Disassemble and reassemble a single cylinder

or multi-cylinder four stroke engine under

supervision.

I 2

ER19002 Remove and replace road wheels in the motor

industry.

I 1

MF02005 Apply mathematical processes to workplace

projects

II 3

MF09003 Attend to customer enquiries face-to-face and

on the telephone

I 2

MF09006 Demonstrate and apply knowledge of a personal

computer system

I 3

MF09015 Demonstrate care and timeliness as an

employee

I 4

MF09016 Complete a work experience placement I 2

MF09017 Participate and communicate in a team or group

to complete a routine task

I 2

MF09018 Complete an incident report I 2

AB10082 Use hardware and fastenings for a construction

trades project

I 2

AB10083 Use joints for a construction trades project I 3

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AB10084 Demonstrate knowledge of construction and

manufacturing materials used in construction

trades projects

I 4

ER45010 Draw and explain simple electrical diagrams II 4

ER26019 Demonstrate basic engineering workshop skills

under close supervision

I 12

ER26020 Develop a simple product using engineering

materials

I 10

ER26021 Demonstrate knowledge of safety procedures in

a specific engineering workshop

I 2

ER26036 Select, use, and care for, engineering hand

tools

II 4

ER26037 Select, use, and care for simple measuring

devices used in engineering

I 2

HE22001 Demonstrate knowledge of workplace health

and safety requirements

I 3

AB18003 Identify and describe hand tools and testing

equipment for plumbing

II 2

AB18014 Identify and describe trade equipment and

power tools used for plumbing

II 1

Learning

pathway

Entry is open to anyone that wishes to gain this qualification.

This is a trades foundation skills training level qualification and forms the basis

for further training and study in the trade’s field. On completion of this

qualification graduates may progress onto the other Samoa Trades Certificates.

Career

pathway

Holders of this qualification may seek entry into further training in a variety of

trade sectors such as:

Carpentry & Joinery;

Fitting and Machining;

Welding & Fabrication;

Motor & Vehicle Mechanics;

Refrigeration & Air-conditioning;

Electrical Engineering; and

Plumbing.

Summary of

industry and

community

support

This qualification was developed in response to the ‘Post School Education and

Training: Strategic Plan 2008 – 2016’. It aligns with goals:

1. Enhanced post school education and training;

2. Increased relevance of PSET to national strategies;

3. Increased access to learning for all Samoans; and

4. Assured quality and international recognition for Samoan qualifications,

learning and skills.

Stakeholders in this Trade were consulted and involved at every stage of the

process, which consisted of Needs Analysis (Phase 1), writing of NCS and

packaging into Samoa Qualifications (Phase 2) and Industry Validation (Phase

3). Consultations during the Needs Analysis and Validation phases included

government organisations, non-government organisations and civil societies,

registered professional associations, PSET providers and the private sector.

As per normal process, SQA set up a Trades Sector Advisory Group (TSAG)

made up of representatives from Trades sector stakeholders to provide advice

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and technical input into the development of the Trades NCS and Samoa

Qualifications (NQs). Representatives were invited from government

organisations, non-government organisations and civil societies, registered

professional associations, PSET providers and the private sector. These

additional NCS and SQ were developed and packaged by the SQA with the

assistance of the international consultant and with the advice of the Trades

Sector Advisory Group.

Endorsement of the Samoa Qualifications was sought from sector organisations

through the Trades Sector Advisory Group and through individual consultation

with stakeholders. This qualification and the National Competency Standards

contained within have received the endorsement of the Trades Sector Advisory

Group, as well as other organisations that chose to document their endorsement

individually.

Entry

requirements

Entry into this qualification is open to any individual who is interested to study

for trade qualifications. People entering into study for the Samoa Certificate I

Trades Foundation Skills may be secondary school students; those wishing to

return to study; or people that may have left school without any formal

qualifications.

Individuals who believe they have the requisite skills and knowledge for entry

into this qualification should apply for Recognition of Prior Learning/Current

Competency to the relevant provider.

Notwithstanding anything in this section, a provider may recommend a suitable

variation to the entry requirement when submitting their programme for

accreditation.

Moderation

requirements

Providers and assessors of this qualification or parts of this qualification must

comply with the SQA National Moderation System. Details of this system are

available from SQA.

Title Samoa Certificate II Fitting and Machining

SQF Level II Total Credit Value 116

Qualification

purpose statement

This qualification recognises competence in the fitting and machining industry

to work under the direct supervision of a qualified Fitting and Machining

Tradesperson.



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Graduate

profile

This qualification will be awarded to individuals who have achieved the

Learning Outcomes of the National Competency Standards listed below and

hold a current First Aid Certificate.

NCS

Code

NCS Title SQF

Level

Credit

Value

HE22001 Demonstrate knowledge of workplace health

and safety requirements

I 3

ER26001 Demonstrate knowledge of trade calculations

and units for mechanical engineering trades

II 6

ER26005 Draw and interpret engineering sketches under

supervision

II 4

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ER26006 Manually produce and interpret simple

engineering component drawings under

supervision

II 8

ER26019 Demonstrate basic engineering workshop skills

under close supervision

I 12

ER26020 Develop a simple product using engineering

materials

I 10

ER26021 Demonstrate knowledge of safety procedures in

a specific engineering workshop

I 2

ER26035 Demonstrate basic knowledge of engineering

materials

II 4

ER26036 Select, use, and care for, engineering hand tools II 4

ER26037 Select, use, and care for simple measuring

devices used in engineering

I 2

ER26038 Manually construct plane geometric shapes for

engineering

II 3

ER26042 Select, use and maintain portable hand held

engineering power tools

II 4

ER26043 Demonstrate knowledge of fasteners used in

mechanical engineering

II 1

ER26045 Shift loads in engineering installation,

maintenance, and fabrication work

II 2

ER26046 Demonstrate knowledge of safety on

engineering worksites

II 2

ER26047 Apply safe working practices on an engineering

worksite

II 2

ER29002 Perform basic mechanical engineering

machining operations under supervision

II 12

ER29003 Demonstrate knowledge of basic mechanics for

mechanical engineering trades

II 3

ER29005 Carry out treatment of metal parts under

supervision

II 2

ER29010 Select, use, and care for engineering

dimensional measuring equipment

II 3

ER29011 Select, use, and care for engineering marking-

out equipment

II 4

ER29012 Demonstrate knowledge of fits, limits and

tolerances in engineering

II 2

ER29013 Service machines and equipment II 4

ER29015 Assemble mechanical components under

supervision

II 2

ER30001 Perform basic fabrication operations under

supervision

II 12

ER31030 Demonstrate and apply knowledge of safe

welding procedures under supervision

II 3

Learning

pathway

On successful completion of this qualification graduates may progress to the

Samoa Certificate III Fitting and Machining.

Career

pathway

Individuals with this qualification are able to work under the supervision of a

qualified Fitting and Machining Tradesperson within this industry.

Summary of

industry and

This qualification was developed in response to the ‘Post School Education

and Training: Strategic Plan 2008 – 2016’. It aligns with goals:

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community

support

















professional associations, PSET providers and the private sector. A Standards

Development Panel of 7 individuals were also contracted to write the NCS for

the seven trades’ occupations under the supervision of an international

consultant.

Endorsement of the Samoa Qualifications was sought from sector

organisations through the Trades Sector Advisory Group and through

individual consultation with stakeholders. This qualification and the National

Competency Standards contained within have received the endorsement of the

Trades Sector Advisory Group, as well as other organisations that chose to

document their endorsement individually.

Entry

requirements

Individuals entering into programmes of training leading to this qualification

should have successfully completed:

the Samoa Certificate I Foundation Trades Skills or

the Samoa Schools Certificate (SSC).

Individuals who believe that they have the requisite skills and knowledge for

entry into this qualification should apply for Recognition of Prior

Learning/Current Competency to the relevant provider.

Moderation

requirements



available from SQA.

Title Samoa Certificate III Fitting and Machining

SQF Level III Total Credit Value 158

Qualification

purpose statement

This qualification recognises competence to work within the fitting and

machining industry at the level of an assistant to a qualified Fitting and

Machining Tradesperson.



Graduate This qualification will be awarded to people who have met the requirements of

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profile the learning outcomes of the compulsory NCS listed below and hold a current

First Aid Certificate.

NCS

Code

NCS Title SQF

Level

Credit

Value

ER26003 Interpret mechanical engineering drawings III 5

ER26004 Create three-dimensional engineering models

under supervision

III 5

ER26007 Demonstrate knowledge of hydraulics and

hydraulic power systems

II 5

ER26008 Demonstrate knowledge of pneumatics and

pneumatic power systems

II 5

ER26013 Demonstrate knowledge of bearings used in

machines and equipment

III 8

ER26014 Replace static seals in machines and equipment III 5

ER26015 Demonstrate knowledge of pumps, fans, and

valves for mechanical engineering trades

III 3

ER26017 Demonstrate knowledge of lubricants and

lubrication systems, and inspect lubrication

systems

III 5

ER26022 Apply hazard identification and risk assessment

procedures in the workplace

III 4

ER26025 Demonstrate knowledge of mechanical power

transmission

III 3

ER26029 Describe the principles of static and dynamic

balancing, and carry out static balancing

III 5

ER26039 Demonstrate knowledge of common engineering

metals

III 4

ER26040 Demonstrate knowledge of the composition of

common engineering metals

III 4

ER26041 Safely shut down and isolate machines and

equipment

III 3

ER29001 Demonstrate and apply knowledge of machine

leveling and alignment

III 3

ER29004 Demonstrate and apply knowledge of

mechanical fitting

III 5

ER29016 Assemble and fit precision components III 10

ER29017 Assemble and fit precision tooling III 10

ER29018 Demonstrate and apply knowledge of manually

controlled machining operations

III 10

ER29019 Produce components by performing engineering

turning operations

III 15

ER29020 Produce components by performing engineering

milling operations

III 15

ER29021 Demonstrate and apply knowledge of setting and

operating CNC engineering machines

III 4


programming CNC engineering machines

III 4

ER29023 Level machinery and equipment III 4

ER31029 Cut metals using manual thermal processes III 4

ER31031 Demonstrate and apply knowledge of welding

low carbon steel

III 3

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ER31032 Demonstrate and apply knowledge of welding

aluminium and stainless steel

III 4

Learning

pathway

Individuals are expected to progress from the Samoa Certificate Level II Fitting

and Machining to this qualification.

On successful completion of this qualification, graduates may progress to the

Samoa Certificate Level IV Fitting and Machining or further training in the

industry.

Career

pathway

Individuals with this qualification are able to work as Fitting and Machining

Trade apprentices as an assistant to a qualified Fitting and Machining

Tradesperson within this Industry.

Summary of

industry and

community

support

This qualification was developed in response to the ‘Post School Education and

Training: Strategic Plan 2008 – 2016’. It aligns with goals:




















consultant.

Endorsement of the Samoa Qualifications was sought from sector organisations

through the Trades Sector Advisory Group and through individual consultation

with stakeholders. This qualification and the National Competency Standards

contained within have received the endorsement of the Trades Sector Advisory

Group, as well as other organisations that chose to document their endorsement

individually.

Entry

requirements

Individuals entering into programmes of training leading to this qualification

should have successfully completed:

the Samoa Certificate II Fitting and Machining or

the Pacific Senior Secondary Certificate (PSSC)/SSSC.




Moderation

requirements



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available from SQA.

Title Samoa Certificate IV Fitting and Machining (Mechanical Engineering)

SQF Level IV Total Credit Value 147

Qualification

purpose statement

This qualification recognises full competence to work within the fitting and

machining industry as a qualified Fitting and Machining Tradesperson.



OU

TC

OM

ES

ST

AT

EM

EN

T

Graduate

profile

This qualification will be awarded to people who have met the requirements of

the learning outcomes of the compulsory NCS listed below and hold a current

First Aid Certificate.

NCS

Code

NCS Title SQF

Level

Credit

Value


international tolerancing in engineering

IV 4

ER26009 Repair and overhaul compressed air systems IV 5

ER26010 Repair and overhaul cooling systems IV 5

ER26011 Repair and overhaul pumps V 8

ER26012 Repair and overhaul valves IV 5

ER26016 Dismantle, inspect, assemble and test

components

IV 6

ER26018 Monitor the condition of machinery and

equipment

IV 10

ER26023 Demonstrate knowledge of mathematical

principles for mechanical engineering

IV 15

ER26024 Demonstrate knowledge of process control in


IV 3

ER26026 Demonstrate knowledge of modern

manufacturing concepts and their significance in

plant maintenance

IV 3

ER26027 Demonstrate knowledge of modern engineering

plant maintenance practice

IV 5

ER26028 Perform planned maintenance work on

mechanical equipment

IV 5

ER26030 Apply sketching techniques and produce

drawings for mechanical engineering

IV 11

ER26031 Demonstrate knowledge of new technology

developments relevant to the mechanical

engineering industry

V 5

ER26032 Carry out tests and measurements using

approved procedures within mechanical

engineering contexts

V 10


mechanical statics for mechanical engineering

IV 15

ER26034 Demonstrate knowledge of job costing in


IV 2

ER29006 Test the physical properties of engineering

metals

IV 4

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ER29007 Demonstrate knowledge of heat treatment for

engineering steels

IV 5

ER29008 Demonstrate knowledge of heat treatment for

engineering non-ferrous metals

IV 4

ER29009 Demonstrate knowledge of engineering tool

steels

V 5

ER29014 Align machinery and equipment IV 8

Learning

pathway

Individuals are expected to progress from the Samoa Certificate Level III

Fitting and Machining to this qualification.

On successful completion of this qualification, graduates may progress to

further training in the industry.

Career

pathway

Individuals with this qualification are considered as qualified Fitting and

Machining Trades people. They are able to set up as commercial Fitting and

Machining Trades people (Mechanical Engineer) and operate unsupervised,

and may be responsible for on-the-job training of others for the Fitting and

Machining trade/industry.

Summary of

industry and

community support

This qualification was developed in response to the ‘Post School Education

and Training: Strategic Plan 2008 – 2016’. It aligns with goals:




















consultant.

Endorsement of the Samoa Qualifications was sought from sector

organisations through the Trades Sector Advisory Group and through

individual consultation with stakeholders. This qualification and the National

Competency Standards contained within have received the endorsement of the

Trades Sector Advisory Group, as well as other organisations that chose to

document their endorsement individually

Entry requirements Individuals entering into programmes of training leading to this qualification

should have successfully completed the Samoa Certificate Level III Fitting and

Machining.

of 184





Moderation

requirements



available from SQA.

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NCS Code and Title ER18003 Describe motor vehicle safe motoring requirements and general

locations of systems and component

SQF Level I NCS Credit Value 4

NCS Purpose

Statement

This NCS is for people entering into most Vehicle Mechanics service

occupations or for anyone who requires a general guide to the mechanics of a

motor vehicle.

People credited with this NCS are able to demonstrate knowledge of motor

vehicle safe motoring requirements, and identify the layout of the components

and systems for a motor vehicle.

Classification Field – Engineering and Related Technologies

Subfield – Automotive Engineering

Learning Outcome 1 Demonstrate knowledge of motor vehicle safe motoring requirements.

Performance

Standard 1.1

The importance of identifying vehicle details is described in terms of ensuring

all relevant details are available for company records and job requirements.

Range Statement: Make, model, year registered, registration number,

vehicle identification number (VIN), odometer or hour meter reading, colour,

distinguishing features.

Performance

Standard 1.2

The purpose of a Warrant of Fitness (WoF) and Certificate of Fitness (CoF) is

explained in terms of road worthiness and legislative requirements.

Range Statement: Ensuring vehicle has a minimum safety standard,

complying with traffic regulations.

Performance

Standard 1.3

The use and value of the owner’s handbook and service schedule are

described in terms of accessing vehicle information.

Range Statement: Operation of vehicle’s controls, information on basic

adjustments for driving comfort and safety, maintenance schedule, general

specifications.

Learning Outcome 2 Identify the layout of the components and systems for a motor vehicle.

Range Statement: One of – light vehicle or heavy vehicle.

Performance

Standard 2.1

The general layouts of motor vehicle systems are identified in accordance

with vehicle manufacturer specifications.

Range Statement: Engine, drive train and transmission, body and chassis,

brakes, steering, suspension, electrical and fuel systems.

Performance

Standard 2.2

Major vehicle components are identified by appearance and their general

location on a vehicle in accordance with vehicle manufacturer specifications.

Range Statement: Engine components; drive train and transmission; body

and chassis components; braking, steering, and suspension components;

electrical and fuel system components.

Explanatory Notes Assessment Information

Providers must be accredited by SQA, or an inter-institutional body with

delegated authority for quality assurance, before they can report credits from

assessment against NCSs or deliver courses of study leading to that

assessment.

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Resources

Requirement

Training vehicles, hoist, floor jerk

Suggested

Assessment Methods

Oral and written questioning will be used to back up workshop performance.

To be awarded successful completion for this NCS, learners must meet all of

Performance Standard.

Responsible SAG Trades Sector Advisory Group

Registration date 31st January, 2013

Planned review date After 5 years of registration or listing or earlier if required.

Moderation

information

Providers and assessors of this NCS must comply with the SQA National

Moderation System. Details of this system are available from SQA.

NCS Code and Title ER19001 Disassemble and reassemble a single cylinder or multi-cylinder

four stroke engine under supervision


NCS Purpose

Statement

This NCS is for people who wish to gain experience on the mechanics of

engines.

People credited with this NCS are, under supervision, able to disassemble an

engine, and reassemble an engine.


Subfield – Vehicle Mechanics

Learning Outcome 1 Disassemble an engine under supervision.

Performance

Standard 1.1

Safe working practices are observed throughout the task according to

legislative requirements.

Range Statement: Personal safety, safety of others, no damage to equipment

Performance

Standard 1.2

Suitable tools and equipment are selected and used that enable the engine to

be disassembled according to the engine or vehicle manufacturer’s

instructions.

Performance

Standard 1.3

Engine assembly is inspected before disassembling to ensure exterior dirt and

oil are removed.

Performance

Standard 1.4

Engine assembly is secured on an engine stand so that it is safe.

Performance

Standard 1.5

Cylinder head and sump are removed in a manner that minimises damage to

parts and fasteners.

Performance

Standard 1.6

Parts and fasteners are stored in a parts tray suitable for the purpose.

Performance

Standard 1.7

Crankshaft and piston assembly or assemblies are removed from the engine in

the manner and sequence recommended by the engine or vehicle

manufacturer.

Performance

Standard1.8

Parts are laid out and tabulated for easy identification.

Learning Outcome 2 Reassemble an engine under supervision.

Performance

Standard2.1

Safe working practices are observed throughout the task according to


Range Statement: Personal safety, safety of others, no damage to

equipment.

Performance

Standard2.2

Suitable tools and equipment are selected and used that enable the engine to

be reassembled according to the engine or vehicle manufacturer’s

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instructions.

Performance

Standard2.3

Oil and water passages are identified and the flow paths of lubricating oil and

coolant are determined according to the engine or vehicle manufacturer’s

specifications.

Performance

Standard 2.4

Engine components are assembled in the manner and sequence recommended

by the manufacturer, and all tightening torques strictly adhered to according

to the manufacturer’s specifications.

Explanatory Notes Definition

Suitable tools and equipment means industry approved tools and equipment

that are recognised within the industry as being the most suited to complete

the task in a professional and competent manner with due regard to safe

working practices.

Suggested

Assessment Methods


This questioning will be validated through the use of practical check sheets.

To be awarded successful completion for this NCS, learners must meet all of





Moderation

information



NCS Code and Title ER19002 Remove and replace road wheels in the motor industry


NCS Purpose

Statement

This NCS is for people who are at pre-employment level or who have

recently started work in the motor industry.

People credited with this NCS are able to remove vehicle wheels, and replace

vehicle wheels.


Subfield - Vehicle Mechanics

Learning Outcome 1 Remove vehicle wheels.

Performance

Standard 1.1

Types of wheels are identified.

Range Statement: Alloy, steel; car, light and/or heavy commercial vehicle.

Performance

Standard 1.2

Tools and equipment are selected to enable the wheels to be removed

according to the vehicle manufacturer’s specifications and company policy.

Range Statement: May include but is not limited to – wheel brace, jack,

axle stands, puzzle nut, keys, air tools.

Performance

Standard 1.3

Wheel nuts are loosened and vehicle is raised and supported in the position

specified by the vehicle manufacturer.

Range Statement: Jack, hoist, stands.

Performance

Standard 1.4

Wheels are removed without damage to the vehicle, wheels, and threads of

the nuts or studs; relocation positions are marked; the wheels are checked for

damage.

Performance

Standard 1.5

Safe working practices are carried out throughout the tasks according to

industry requirements.

Learning Outcome 2 Replace vehicle wheels.

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Performance

Standard 2.1

Vehicle is lowered with no injury to self or other people or damage to vehicle.

Performance

Standard 2.2

Wheels are tightened to the torque specified by the vehicle manufacturer.

Performance

Standard 2.3

Safe working practices are carried out throughout the task according to


Range Statement: Personal safety, safety to others; vehicle, tools, and

equipment safety


Suitable tools and equipment means industry approved tools and equipment

that are recognised within the industry as being the most suited to complete

the task in a professional and competent manner with due regard to safe

working practices.

Suggested

Assessment Methods

Assessment method for this NCS is designed to ensure that edge.


This questioning will be validated through the use of practical check sheets.

To be awarded successful completion for this NCS, learners must meet all the





Moderation

information



NCS Code and Title MF02005 Apply mathematical processes to workplace projects

SQF Level II NCS Credit Value 3

NCS Purpose

Statement

People credited with this NCS are able to establish outcome requirements and

select mathematical methods for solving problems, and use mathematical

skills to solve problems for workplace projects.

Classification Field – Mixed Field

Subfield – Literacy and Numeracy Programmes

Learning Outcome 1 Establish outcome requirements and select mathematical methods for solving

problems for workplace projects.

Performance

Standard 1.1

Outcome requirements of the situations are identified.

Performance

Standard 1.2

Methods chosen are in accordance with the situation and the problem.

Range Statement: A combination of two of the following – numerical

calculation, measurement, geometry, trigonometry.

Learning Outcome 2 Use mathematical skills to solve problems for workplace projects.

Range Statement: Trigonometry and at least one of the following –

numerical calculation, measurement, geometry.

Performance

Standard 2.1

Chosen methods are applied in the context of the situations provided.

Performance

Standard 2.2

Mathematical skills are used in conjunction to solve problems.

Performance

Standard 2.3

Solutions are accurate, and consistent with the outcome requirements of the

problems.

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Performance

Standard 2.4

Information and results are accurately presented.

Range Statement: Includes – cutting lists, job sheets, diagrams

Explanatory Notes Evidence for achieving credit in this NCS must be related to four different

practical workplace projects, preferably from practical NCSs in the trades

skills or related sectors at Level 2.

Assessment against this NCS may occur in a wide range of environments,

including workplaces, school workshops, work experience workplaces or

other training establishments.

Numerical calculations may include: addition, subtraction, multiplication,

division, converting fractions to decimals and percentages, and vice versa,

square, square root, using formulae to calculate area and volume.

Calculators and computers may be used in achievement of credit for this

NCS.

Suggested

Assessment Methods

Assessment methods must assess theoretical and practical knowledge and

skills. To assess competence, assessment methods could be chosen from the

following range of methods:

Written examinations to assess theoretical knowledge

Oral examinations to assess theoretical and practical knowledge

Practical sessions and examinations to demonstrate knowledge of tools and

equipment and how/when to use them

Role plays to demonstrate practical skills application

Projects to demonstrate breadth of knowledge

Case studies and problem-solving exercises

Assessment in a real or simulated work environment

Assessment should be carried out in situations as close as possible to real life

situations.


Registration date 4th

December, 2013


Moderation

Information



NCS Code and Title MF09003 Attend to customer enquiries face-to-face and on the telephone


NCS Purpose

Statement

This NCS is for those people working, or intending to work, in industries

where customer contact skills are required.

People credited with this NCS are able to explain why personal hygiene and

personal care requirements are important factors in the workplace; attend to

customer enquiries face-to-face; and attend to customer enquiries over the

telephone.


Subfield – Work Practices Programmes

Learning Outcome 1 Explain why personal hygiene and personal care requirements are important

factors in a workplace.

Performance

Standard 1.1

Reasons why personal hygiene and personal care requirements are important

factors in the workplace are explained in terms of health and safety, customer

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satisfaction, workplace image, personal image.

Range Statement: Personal hygiene and personal care requirements include

but are not limited to – hair, hands and nails, feet, body, face, teeth, clothing;

may include – accessories including body jewellery, uniform requirements,

dress guidelines.

Learning Outcome 2 Attend to customer enquiries face-to-face.

Performance

Standard 2.1

Customer is greeted in accordance with workplace requirements.

Range Statement: Greeting may include but is not limited to – smile, polite

language, appropriate welcoming phrase, appropriate non-verbal

communication.

Performance

Standard 2.2

Purpose of enquiry and customer needs is ascertained in accordance with

workplace requirements.

Range Statement: Needs may include but are not limited to – notification of

arrival to specific person/s, directions, collection of material, delivery of

material.

Performance

Standard 2.3

Customer enquiries are responded to in accordance with workplace

requirements.

Range Statement: Action taken, farewell statement.

Learning Outcome 3 Attend to customer enquiries over the telephone.

Performance

Standard 3.1

Call is answered and telephone communication skills are demonstrated in

accordance with workplace requirements.

Range Statement: Must include but is not limited to – timeliness, courtesy,

clarity, personal identification, active listening, giving accurate information.

Performance

Standard 3.2

Personal details of caller are recorded in accordance with workplace

requirements.

Performance

Standard 3.3

Details of enquiries are noted and checked for accuracy with caller.

Performance

Standard 3.4

Customer enquiries are responded to in accordance with workplace

requirements.

Range Statement: Action taken, farewell statement.

Performance

Standard 3.5

Instances where enquiries should be referred to experienced staff are

identified and acted upon in accordance with workplace requirements.

Explanatory Notes This NCS can be assessed against in a real or simulated workplace.

Definitions

Attend to may include dealing to the situation oneself or referring to another

person.

Customer refers to both internal and external customers and refers to the

recipient of goods and/or services.

Customer enquiries refer to requests for help, requests for information,

requests for orders.

Workplace refers to any workplace, worksite and/or training or educational

establishment.

Workplace requirements are documented policies and procedures or

established protocols for workplace performance.

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Legislation relevant to this NCS is the Occupational Safety and Health (OSH)

Act 2002.

Suggested

Assessment Methods













situations.



December, 2013


Moderation

Information



NCS Code and Title MF09006 Demonstrate and apply knowledge of a personal computer

system


NCS Purpose

Statement

People credited with this NCS are able to demonstrate knowledge of the

hardware components of a personal computer system; demonstrate knowledge

of the operation of the system and application software of a personal

computer; operate a printer; complete basic operation and maintenance

procedures for a personal computer system; and demonstrate knowledge of

ergonomic requirements for the safe operation of a personal computer system.



Learning Outcome 1 Demonstrate knowledge of the hardware components of a personal computer

system.

Range Statement: Hardware components may include but are not limited to

– central processing unit, motherboard, keyboard, mouse, display monitor,

disk drive, Random Access Memory (RAM), Read Only Memory (ROM),

printer, digital camera, scanner, modem, WiFi, connection to a network or the

Internet. Evidence of six hardware components is required but must include

RAM and ROM.

Performance

Standard 1.1

Hardware components are identified in terms of device type and functions.

Range Statement: Device types include but are not limited to – input,

storage, output, processing.

Performance

Standard 1.2

The interaction of components is identified in terms of the flow of data

between them.

Learning Outcome 2 Demonstrate knowledge of the operation of the system and application

software of a personal computer.

Performance

Standard 2.1

System software is identified and described in terms of its purpose and

operation.

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Performance

Standard 2.2

Application software is identified and its purpose stated in terms of outputs.

Range Statement: Common software applications may include but are not

limited to – word processing, spreadsheet, database, desktop publishing,

graphics, communication, multimedia, web browser. Evidence of four

applications is required.

Performance

Standard 2.3

The interaction between system software and application software is

described.

Learning Outcome 3 Operate a printer.

Performance

Standard 3.1

Data from a personal computer is displayed on printed output media.

Range Statement: Data from a minimum of four different applications is

printed.

Performance

Standard 3.2

Simple printer hardware faults and printer related error messages are

identified and remedied.

Range Statement: Remedies must be demonstrated or explained for a

minimum of two faults.

Learning Outcome 4 Complete basic operation and maintenance procedures for a personal

computer system.

Performance

Standard 4.1

The basic components of a personal computer system are connected to enable

it to be operated safely.

Range Statement: Components may include but are not limited to – system

unit, keyboard, monitor, mouse or other pointing device, power leads, digital

camera, scanner, portable external storage, modem, connection to a network

or the Internet. Evidence of five examples is required.

Performance

Standard 4.2

A personal computer system is powered up according to organisational

requirements and confirmed as working.

Performance

Standard 4.3

Simple hardware faults are identified and corrected or reported according to

organisational requirements.

Range Statement: May include but is not limited to – faulty components,

loose or disconnected plugs. A minimum of three faults are identified,

corrected or reported.

Performance

Standard 4.4

A personal computer system is cared for and maintained according to

organisational requirements.

Range Statement: May include but is not limited to – cleaning, replenishing

consumables, use of system protection and/or maintenance utility software.

Evidence of maintenance of one of each of hardware and software is required.

Learning Outcome 5 Demonstrate knowledge of ergonomic principles for the safe operation of a

personal computer system.

Range Statement: According to an approved code of practice.

Performance

Standard 5.1

Ergonomic principles are explained in terms of user physical well-being.

Range Statement: Three of – desk dimensions, posture in chair and seating

height; feet placement; position of monitor, keyboard, and mouse relative to

user; rest periods and exercises.

Performance

Standard 5.2

Ergonomic requirements are explained in terms of environment.

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Range Statement: Any two of – space, housekeeping, atmospheric conditions,

noise, lighting, décor, printer location.

Explanatory Notes Demonstration of knowledge can be oral, written, practical, or a combination,

as appropriate to the assessment situation. For learning outcomes 3 and 4,

practical demonstration is expected. However, in relation to evidence for

performance standard 4.1, candidates may demonstrate that they know how to

connect the components if workplace policy precludes a practical

demonstration.

Definitions

Application software refers to software operated by end-users rather than the

computer system itself, e.g. word-processing.

Organisational requirements mean the documented policies and procedures

or commonly accepted practices of a workplace, school or training provider.

Candidates must be provided with these prior to assessment against this NCS.

System software refers to software employed by the computer system rather

than end-users, e.g. operating systems.


Act 2002.

Suggested

Assessment Methods













situations.

Responsible SAG Trade Sector Advisory Group


December, 2013


Moderation

Information



NCS Code and Title MF09015 Demonstrate care and timeliness as an employee


NCS Purpose

Statement

People credited with this NCS are able to describe and demonstrate care and

timeliness as an employee.



Learning Outcome 1 Describe care and timeliness as an employee.

Performance

Standard 1.1

Personal presentation requirements are described in terms of suitability for the

work performed and meeting organisational standards including those for

safety.

Range Statement: Requirements include – clothing, footwear, grooming, and

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personal hygiene.

Performance

Standard 1.2

Appropriate use of language in relating to supervisors, co-workers, and any

customers and/or visitors is described in accordance with workplace

requirements.

Performance

Standard 1.3

Personal behaviour that can lead to disciplinary action, including dismissal, is

described in accordance with workplace requirements.

Range Statement: Behaviour includes – theft, assault, fighting, intoxication,

damage to property, harassment.

Performance

Standard 1.4

Minimum personal obligations under the HSE are described in terms of health

and safety in the workplace.

Performance

Standard 1.5

Responsibilities as an employee are described in terms of timeliness in the

workplace.

Range Statement: Working day, breaks, meetings, appointments, absences,

deadlines.

Learning Outcome 2 Demonstrate care and timeliness as an employee.

Range Statement: For 20 working days.

Performance

Standard 2.1

Care and timeliness as an employee are demonstrated in the workplace in

accordance with workplace requirements.

Performance

Standard 2.2

Equipment and materials are treated with due care and attention in accordance

with workplace requirements.

Performance

Standard 2.3

Use of language in relating to supervisors, co-workers, and any customers

and/or visitors is in accordance with workplace requirements.

Performance

Standard 2.4

Tasks are completed in accordance with workplace requirements.

Explanatory Notes Definitions

Tasks include work performed for an employer or work performed as a

student or trainee in a work placement environment. This environment may

be within an educational organisation, providing the workplace environment

is realistically simulated; and all aspects and requirements of this NCS are

met.

Workplace requirements refer to documented policies and procedures or


This NCS is intended for employees who are familiar with workplace

requirements and have sufficient experience in the workplace to commence a

20 day work programme.

20 working days must allow for, but not count, valid absences, so that a total

of 20 days is worked excluding any valid absence. In the case of a non-valid

absence, the period of 20 days restarts.

Competency for this NCS requires consistent performance of care and

timeliness throughout the assessment period and employer attestation of

competence in the workplace.


Act 2002.

Suggested

Assessment Methods



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situations.



December, 2013


Moderation

Information



NCS Code and Title MF09016 Complete a work experience placement


NCS Purpose

Statement

People credited with this NCS are able to prepare for a work experience

placement; carry out the placement; and reflect on the results of the

placement.



Learning Outcome 1 Prepare for a work experience placement.

Performance

Standard 1.1

Learning goals are set that relate to gaining knowledge of work preferences,

the types of work, workplace requirements, and the purpose of the

organisation.

Performance

Standard 1.2

Tasks are identified that achieve the set learning goals.

Performance

Standard 1.3

Organisational expectations are described in terms of basic health and safety

requirements, timeliness, personal presentation and care in accordance with

statutory and workplace requirements.

Learning Outcome 2 Carry out the placement.

Performance

Standard 2.1

Identified tasks are carried out based on an agreement with the supervisor.

Performance

Standard 2.2

Any opportunities for gaining work-related knowledge beyond the set

learning goals are responded to and are recorded.

Performance

Standard 2.3

Organisational expectations are met in terms of health and safety

requirements, timeliness, and personal presentation and care in accordance

with statutory and workplace requirements.

Learning Outcome 3 Reflect on the results of the placement.

Performance

Standard 3.1

Reflection identifies own work preferences and prospects in terms of the

work experience placement.

Performance

Standard 3.2

Reflection identifies additional benefits of the work experience placement in

terms of own learning.

Range Statement: May include but are not limited to – self-knowledge, skills

gained, knowledge of role of unions, knowledge of work demands,

employment contacts, education and/or training information. Evidence of

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three is required.

Explanatory Notes Examples of processes that may be used to assess this NCS are: observation,

discussion, hands-on experience, worksite supervisor feedback.

During assessment against this NCS, statutory and workplace requirements

must be met, including the requirements of the Occupational Safety and

Health (OSH) Act 2002.

The work experience placement must be one which provides the opportunity

for gaining new knowledge, and reflection, in terms of the evidence

requirements.

Definition

Workplace requirements are documented policies and procedures or



Act 2002.

Suggested

Assessment Methods













situations.



December, 2013


Moderation

Information



NCS Code and Title MF09017 Participate and communicate in a team or group to complete a

routine task


NCS Purpose

Statement

People credited with this NCS are able to identify team or group roles and

responsibilities in relation to a routine task, and participate and communicate

within a team or group to complete a routine task.



Learning Outcome 1 Identify team or group roles and responsibilities in relation to a routine task.

Performance

Standard 1.1

The task is defined.

Performance

Standard 1.2

Team or group roles are identified in terms of structure, purpose, and

accountabilities.

Performance Individual responsibilities and accountabilities are identified and agreed to

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Standard 1.3 within the team or group context.

Learning Outcome 2 Participate and communicate in a team or group to complete a routine task.

Performance

Standard 2.1

Own agreed responsibilities and accountabilities are met in terms of

participation and communication.

Performance

Standard 2.2

Ideas, information, and/or opinions relevant to the task are contributed, with

respect being shown for the contributions of others.


Routine task means a task for which there is a single acceptable solution or

outcome which is easily verified. The task is achieved using a standard path

and is familiar to every member of the team or group. The task requirements

are constant, and involve few operations or areas of knowledge and no

complexity of skill.

Team or group means more than two people.

In any team or group activity each candidate must have a significant role to be

able to provide sufficient evidence for the assessment of individual

performance.

Suggested

Assessment Methods













situations.



December, 2013


Moderation

Information



NCS Code and Title MF09018 Complete an incident report


NCS Purpose

Statement

People credited with this NCS are able to complete an incident report.



Learning Outcome 1 Complete an incident report.

Performance

Standard 1.1

Information in the report is factual, relevant, accurate, and complete.

Performance

Standard 1.2

Events are reported chronologically.

Performance

Standard 1.3

The report is expressed in a relevant format.

Performance Vocabulary, including any technical language used, is precise, clear, and

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Standard 1.4 contributes to a relevant tone for the report.

Performance

Standard 1.5

Punctuation, spelling, and grammar errors do not appreciably affect the

intention of the report.

Explanatory Notes The candidate’s writing competence should be assessed after they have been

given the opportunity to edit and proof read their work.

In this NCS, relevant means fitness for purpose, in terms of:

the purpose of the report

the context, situation, occasion

the subject matter

the intended reader(s)

all organisational requirements, which must be or closely resemble the actual

requirements of an actual workplace.

An incident report could be about an accident, a machine breakdown, a

spillage, a quality problem, or a staff shortage.

Candidates may complete a pre-printed incident report form to fulfil the

requirements of this NCS.


Act 2002.

Suggested

Assessment Methods












This NCS can be assessed against in an actual workplace or other context

using naturally occurring evidence, or in a classroom context.



December, 2013


Moderation

Information



NCS Code and Title AB10082 Use hardware and fastenings for a construction trades project


NCS Purpose

Statement

This NCS has been designed to be achieved in a building, construction and

allied trades skills programme.

People credited with this NCS are able to establish hardware and fastening

requirements and select hardware and fastenings; use hardware and

fastenings; and complete work operations on a construction trades project.

Classification Field – Architecture & Building

Subfield – Carpentry & Joinery

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Learning Outcome 1 Identify and describe types of hardware and fastenings and select hardware

and fastenings for a construction trades project.

Performance

Standard 1.1

Types of hardware and fastenings are identified and described in terms of

purpose and use.

Range Statement: Nails, screws, bolts, common hinges, handles, locks,

latches, timber connectors, adhesives, wheels/castors.

Performance

Standard 1.2

Job specifications are obtained, and verified with the supervisor, in

accordance with workplace practice.

Performance

Standard 1.3

Hardware and fastenings are selected in accordance with job specifications.

Learning Outcome 2 Use hardware and fastenings for a construction trades project.

Range Statement: Any three of – nails, screws, bolts, common hinges,

handles, locks, latches, timber connectors, adhesives, wheels/castors.

Performance

Standard 2.1

The selected hardware and fastenings are used in accordance with job

specifications, manufacturer’s instructions, and workplace practice.

Learning Outcome 3 Complete work operations for a construction trades project.

Performance

Standard 3.1

All operations are safely completed in accordance with workplace practice.

Performance

Standard 3.2

Work place, tools, plant and equipment are cleaned, and tools, plant and

equipment are stored in accordance with workplace practice.


Job specifications refer to documented instructions (oral, written, graphic)

and may include the following: specifications from a supervisor, or project

specific drawings or requirements.

Workplace practice refers to the documented procedures specific to

environments such as workplaces, school workshops, work experience

workplaces, or other training establishments, which set out the standard and

required practices of that environment.


including workplaces, school workshops, work experience workplaces, or


Candidates are required to complete a specified project as evidence for

assessment against this NCS. Examples of suitable projects include: coffee

tables, trinket boxes, dog kennels, rabbit hutches, tool boxes, bedside

cabinets, go karts, or projects of similar complexity.


Act 2002.

Suggested

Assessment Methods











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situations.



December, 2013


Moderation

Information



NCS Code and Title AB10083 Use joints for a construction trades project


NCS Purpose

Statement



People credited with this NCS are able to identify and describe types of joints

and select jointing methods; use joints; and complete work operations for a

construction trades project.



Learning Outcome 1 Identify and describe types of joints and select jointing methods for a

construction trades project.

Performance

Standard 1.1

Types of joints are identified and described in terms of purpose and method

of construction.

Range Statement: Mitre, dovetail, housing, mortise and tenon, rebated,

halving, dowelled, biscuit, welded, soldered, riveted.

Performance

Standard 1.2

Job specifications are obtained, and verified with the supervisor, in

accordance with workplace practice.

Performance

Standard 1.3

Jointing requirements are identified from job specifications.

Performance

Standard 1.4

Jointing methods are selected in accordance with job specifications.

Learning Outcome 2 Use joints for a construction trades project.

Range Statement: Any two of – mitre, dovetail, housing, mortise and tenon,

rebated, halving, dowelled, biscuit, welded, soldered, riveted.

Performance

Standard 2.1

Joints are set out and cut in accordance with job specifications and workplace

practice.

Performance

Standard 2.2

Joints are assembled and fixed in accordance with job specifications and

workplace practice.

Learning Outcome 3 Complete work operations for a construction trades project.

Performance

Standard 3.1

All operations are safely completed in accordance with workplace practice.

Performance

Standard 3.2

Work place, tools, plant and equipment are cleaned, and tools, plant and

equipment are stored in accordance with workplace practice.


Job specifications refer to documented instructions (oral, written, graphic)

and may include the following: specifications from a supervisor, or project

specific drawings or requirements.

Workplace practice refers to the documented procedures specific to

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environments such as workplaces, school workshops, work experience

workplaces, or other training establishments, which set out the standard and

required practices of that environment.




Candidates are required to complete a specified project as evidence for

assessment against this NCS. Examples of suitable projects include: coffee

tables, trinket boxes, dog kennels, rabbit hutches, tool boxes, bedside

cabinets, go karts, or projects of similar complexity.


Act 2002.

Suggested

Assessment Methods













situations.



December, 2013


Moderation

Information



NCS Code and Title AB10084 Demonstrate knowledge of construction and manufacturing

materials used in construction trades projects


NCS Purpose

Statement



People credited with this NCS are able to establish job requirements and

select construction and manufacturing materials for a construction trades

project, and describe the properties of selected materials and evaluate their

suitability to meet project requirements.



Learning Outcome 1 Establish job requirements and select construction and manufacturing

materials for a construction trades project.

Performance

Standard 1.1

Job requirements for the project are identified from job specifications.

Performance Materials are selected in accordance with the project requirements.

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Standard 1.2

Learning Outcome 2 Describe the properties of selected materials and evaluate their suitability to

meet project requirements.

Range Statement: Any four materials, one of which must be a timber.

Performance

Standard 2.1

The properties of selected materials are described.

Range Statement: Appearance, working qualities, strength, and structural

stability.

Performance

Standard 2.2

The purpose of selected materials is described in accordance with project

requirements.

Performance

Standard 2.3

Factors influencing the selection of materials are described.

Range Statement: Any three of – design, aesthetics, ergonomics, cost,

availability, jointing methods, durability, health and safety requirements.

Performance

Standard 2.4

The properties and qualities are compared and evaluated between the selected,

and alternative, materials.

Performance

Standard 2.5

Reasons for choosing the selected materials are described.


Specifications refer to documented instructions (oral, written, graphic) and

may include the following: specifications from a supervisor or project specific

drawings or requirements.




Evidence must be provided for four materials and their applications.

Materials must include timber, and may include manufactured board, metal,

plastic, glass, concrete, mechanical fasteners, adhesives, finishing materials,

upholstery (fabric or leather).


Act 2002.

Suggested

Assessment Methods













situations.



December, 2013


Moderation Providers and assessors of this NCS must comply with the SQA National

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Information Moderation System. Details of this system are available from SQA.

NCS Code and Title ER45010 Draw and explain simple electrical diagrams


NCS Purpose

Statement

This NCS covers drawing practice for electricians and related trades.

People credited with this NCS are able to draw and explain simple electrical

circuit diagrams; draw electrical location diagrams; draw single-line diagrams

for electricity distribution; and draw a schematic circuit, block, and wiring

diagrams from inspection of a given electrical product.

Classification Field – Engineering & Related Technology

Subfield – Electrical Engineering

Learning Outcome 1 Draw and explain simple electrical circuit diagrams.

Range Statement: Circuit diagrams – series, parallel, and series-parallel

connections; using switches, outlets, lamps, ammeters, voltmeters, fuses,

resistors, batteries, single-phase supply.

Performance

Standard 1.1

Circuitry is electrically functional

Performance

Standard 1.2

Standard symbols are used.

Performance

Standard 1.3

Operation of circuits is explained with reference to current paths

Learning Outcome 2 Draw electrical location diagrams.

Range Statement: location diagrams for domestic or small commercial

installation.

Performance

Standard 2.1

Location diagrams are drawn to scale.

Performance

Standard 2.2

Standard symbols are used

Performance

Standard 2.3

A legend of symbols is included

Learning Outcome 3 Draw single-line diagrams for electricity distribution.

Performance

Standard 3.1

Circuitry is electrically functional.

Performance

Standard 3.2

Equipment ratings and cable sizes are shown.

Performance

Standard 3.3


Performance

Standard 3.4

Purpose of line diagrams is explained according to industry practice

Learning Outcome 4 Draw a schematic circuit diagram from inspection of a given electrical

product.

Range Statement: Product may be any one of – electrical appliance,

complete installation or any process, machine or equipment featuring

electrical control.

Performance

Standard 4.1

Circuit diagram is drawn by inspection of the physical product.

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Performance

Standard 4.2

Drawn circuit is electrically functional and a true representation of the

physical product.

Performance

Standard 4.3


Learning Outcome 5 Draw an electrical block diagram of a given electrical product.



electrical control.

Performance

Standard 5.1

Block diagram correctly depicts the functional units of the product

Performance

Standard 5.2


Learning Outcome 6 Draw an electrical wiring diagram of a given electrical product.



electrical control.

Performance

Standard 6.1

Wiring diagram correctly depicts the physical interconnection of components

of the product.

Performance

Standard 6.2

Wiring diagram is functionally correct.

Suggested

assessment method

Assessment method for this NCS is designed to ensure that students are given

every opportunity to demonstrate competence and the relevant underpinning

knowledge.

Oral questioning will be used to back up workshop performance. This

questioning will be validated through the use of practical check sheets to

record skill related task.

Practical work must meet all of the standards documented




Moderation

information



NCS Code and Title

HE22001 Demonstrate knowledge of workplace health and safety

requirements


NCS Purpose

Statement

People credited with this unit standard are able to: identify and describe

legislative rights and responsibilities for workplace health and safety;

describe the systems approach to workplace health and safety; and explain

how hazards are defined in the OSH Act 2002.

Classification Field – Health

Subfield – Occupational Health & Safety

Learning Outcome 1 Identify and describe legislative rights and responsibilities for workplace

health and safety.

Performance

Standard 1.1

Responsibilities of employers under the OSH Act 2002 are identified and

described.

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Range Statement: Responsibilities include but are not limited to – taking all

practicable steps to ensure the safety of employees, providing personal

protective clothing and equipment, managing hazards, providing supervision

and training.

Performance

Standard 1.2

Responsibilities and rights of employees under the OSH Act 2002are

identified and described.

Range Statement: Responsibilities and rights include but are not limited to –

protecting the health and safety of self and others, using protective clothing

and equipment, the right to refuse unsafe work, to be adequately supervised

and/or trained

Learning Outcome 2 Describe the systems approach to workplace health and safety.

Performance

Standard 2.1

The principal systems are described in terms of their requirements.

Range Statement: Principal systems include but are not limited to –

emergency procedures, training, employee participation, incident and hazard

reporting, hazard management.

Performance

Standard 2.2

The hierarchy of hazard management controls is described in terms of

eliminating, isolating, and minimizing hazards.

Range Statement: Evidence is required of two examples each of eliminating,

isolating, and minimizing hazards.

Learning Outcome 3 Explain how hazards are defined in the OSH Act 2002.

Performance

Standard 3.1

Hazards are defined in terms of the requirements in the OSH Act 2002.

Range Statement: Evidence is required of examples of four different types

of hazards.

Explanatory Notes Legislation relevant to this NCS includes Occupational Safety and Health

(OSH) Act 2002.

Assessment Information

This unit standard is intended for use by employees as well as students and

those on pre-employment training, and may be assessed in either a provider or

workplace environment.

Suggested

assessment methods

Assessment Test, Assignment.

Resource

requirements

Safety signs, Safety gears, Fire fighting equipments, First Aid Kit.

SAG responsible for

developing this NCS

Trades Sector Advisory Group



Moderation

information



NCS Code and Title

AB18003 Identify and describe hand tools and testing equipment for

plumbing


NCS Purpose

Statement

This NCS is for people who work, or intend to work in the plumbing industry.

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People credited with this NCS are able to identify and describe hand tools and

testing equipment for plumbing.


Subfield – Plumbing, Gasfitting & Drainlaying

Learning Outcome 1 Identify and describe hand tools and testing equipment for plumbing.

Performance

Standard 1.1

Hand tools are identified and described in terms of their use in plumbing.

Performance

Standard 1.2

Testing equipment is identified and described in terms of its use in plumbing.

Range Statement: Bourdon gauge, pressure testing equipment,

thermometer.

Explanatory Notes 1 Legislation relevant to this NCS is the Occupational Safety &

Health (OSH) Act 2002.

2 Range Statement

Must include - Allen keys, bent pins, bevel, bossing tools, chalk and chalk

line, cold chisel, crox tools, drills/drill bits, expanders, files, flare tools,

handsaws, hammers, nipple extractor, pencil, pinch bar, pipe tongs, pipe vice,

pliers, pop riveter, protractor, punches, reamers, rule and tapes, screwdrivers,

scriber, sealant gun, spanners (adjustable, open-ended), snips, socket set,

spirit level, springs, square, string, swagers, taps and dies, trowel, tube

cutters, wire brush, wood chisel, wood saw.

SAG responsible for

developing this NCS




Moderation

Information



NCS Code and Title

AB18014 Identify and describe trade equipment and power tools used for

plumbing


NCS Purpose

Statement

This NCS is intended for people who work, or intend to work, in the

plumbing industry.

People credited with this NCS are able to identify and describe trade

equipment and power tools for plumbing.


Sub-field – Plumbing, Gasfitting & Drainlaying.

Learning Outcome 1 Identify and describe trade equipment and power tools used for plumbing.

Performance

Standard 1.1

Trade equipment and power tools are identified and described in terms of

their use in plumbing.

Explanatory Notes Legislation applicable to this NCS is the Occupational Safety and Health Act

2002.

Range Statement:

Evidence must be provided for all of the following:

Drills, concrete breaker, concrete cutter, core drillers, earth leakage circuit

breaker, electric welding machines, electro fusion welder, gas welding plant,

hydraulic pipe benders, ladders, pipe threading machine, portable generator,

skillsaw, testing plugs.

http://www.paclii.org/ws/legis/consol_act/osaha2002273/



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NCS Code and Title ER26001 Demonstrate knowledge of trade calculations and units for



NCS Purpose

Statement

People credited with this NCS are able to: carry out arithmetic, algebraic, and

trigonometric operations; use tables and graphs; and define and apply

quantities and units of measure in a mechanical engineering environment.


Subfield – Mechanical Engineering

Learning Outcome 1 Carry out arithmetic and algebraic operations for mechanical engineering

Performance

Standard 1.1

Basic arithmetic operations are carried out.

Range Statement: Operations – addition, subtraction, multiplication, and

division of whole and decimal numbers.

Performance

Standard 1.2

Fractions are converted to decimals and percentages, and vice-versa.

Performance

Standard 1.3

Multiples are expressed to the power of 10, and vice-versa.

Range Statement: Mega, kilo, unit, deci, centi, milli, micro.

Performance

Standard 1.4

Engineering calculations are carried out using calculators.

Range Statement: Calculations involving addition, subtraction,

multiplication, division, square, square root, cube, sine, cosine, tangent

Performance

Standard 1.5

Area and volume calculations are carried out for two and three dimensional

shapes using given data.

Range Statement: Area – square, rectangle, triangle, circle; volume – box,

cylinder, cone.

Performance

Standard 1.6

Given formulae are transposed to solve for an unknown quantity.

Range Statement: Formulae – as used in basic mechanics.

Learning Outcome 2 Carry out trigonometric operations for mechanical engineering.

Performance

Standard 2.1

Lengths and angles are calculated in right-angle triangles.

Range Statement: Evidence is required of two calculations using

Pythagoras’ theorem, and two calculations using basic trigonometry.

Learning Outcome 3 Use tables and graphs for mechanical engineering.

Range Statement: Graphs of mechanical engineering functions with two sets

of curves on common axis.

Evidence is required of two graphs.

Performance

Standard 3.1

Graphs are sketched from tabular data on graph paper.

Performance Tables are constructed by reading values from given graphs.

SAG responsible for

developing this NCS




Moderation

Information



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Standard 3.2

Learning Outcome 4 Define and apply quantities and units of measure in a mechanical engineering

environment.

Performance

Standard 4.1

Unit names and symbols are matched to the corresponding quantities.

Range Statement: SI base quantities may include – length, mass,

temperature, time;

SI derived quantities may include – area, volume, speed, velocity,

acceleration, angular velocity, force, torque, energy, work, power, efficiency,

pressure; other quantities may include – rotational speed, torque, efficiency.

Evidence is required for ten quantities.

Performance

Standard 4.2

Elementary quantities are defined and applied.

Range Statement: May include – speed, velocity, area, volume, force,

pressure, work, power, rotational speed, torque, efficiency.

Evidence is required for six quantities.

Performance

Standard 4.3

The difference between mass and weight is demonstrated.

Range Statement: Demonstration includes calculations and an explanation.

Performance

Standard 4.4

Quantity values are re-stated using different SI prefixes.

Range Statement: For instance – 2049 mm = 2.049 m, 0.055 mm = 55 μm,

234 Pa = 0.234 kPa.

Evidence is required for at least three re-statements using different units and

prefixes

Performance

Standard 4.5

Quantity values expressed in imperial units are converted to metric and vice

versa.

Range Statement: Conversions between – ft and mm, in and mm, in and μm,

lb and kg, lb/in2 and Pa, °F and °C.

Evidence is required for ten conversions.

Explanatory Notes 1 ReferenceThe International System of Units (SI), 8th

edition (France:

Bureau International des Poids et Mesures, 2006). Available at

http://www.bipm.org/utils/common/pdf/si_brochure_8_en.pdf

2 Definition

Basic trigonometry – sine, cosine, tangent.

Quantities – properties ascribed to phenomena, bodies, or substances that

can be quantified; eg force, length, pressure.

Value of a quantity – the quantitative expression of a particular quantity,

expressed as a numerical value with unit; eg 1.7 m, 1700 mm, 0.75 kPa, 30

lb/in2.

3 Assessment information

For assessments, formulae and conversion factors shall be supplied, and use

of calculator is permitted.

Assessments must reflect mechanical engineering applications.

4 Typical formulae for evidence requirement 1.6:

4

2d

A

L

lWF

WF

aFL


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D

mT 2

rR

PRW

2

maF

Suggested

assessment methods

Theory Test and Practical Test

Resource

requirements

SAG responsible for

developing this NCS


Registration date 31st January 2013


Moderation

information



NCS Code and Title ER26002 Demonstrate and apply knowledge of international tolerancing

in engineering

SQF Level IV NCS Credit Value 4

NCS Purpose

Statement

People credited with this NCS are able to demonstrate and apply knowledge

of international tolerancing in engineering.



Learning Outcome 1 Demonstrate knowledge of international tolerancing in engineering.

Performance

Standard 1.1

Tolerancing terminology used in the International Standards Organisation’s

system of limits and fits is explained.

Performance

Standard 1.2

The tolerancing of geometric features is explained in accordance with the

International Standards Organisation’s definitions.

Range Statement: Features – parallelism, roundness, flatness, concentricity,

surface finish.

Learning Outcome 2 Apply knowledge of international tolerancing in engineering.

Range Statement: Features – threaded; and three from parallelism,

roundness, flatness, concentricity, surface finish.

Performance

Standard 2.1

Features are measured and tolerancing classes identified in accordance with

the International Standards Organisation’s system of limits and fits.

Performance

Standard 2.2

Shafts and holes are dimensioned and toleranced to conform to specified fit

classifications in accordance with the International Standards Organisation’s

system of limits and fits.

Explanatory Notes References

BS EN ISO 286-1:2010, Geometrical product specifications (GPS). ISO code

system for tolerances on linear sizes. Basis of tolerances, deviations and fits.


system for tolerances on linear sizes. Tables of standard tolerance classes

and limit deviations for holes and shafts.

BS 3643-2:2007, ISO metric screw threads. Specification for selected limits

of size.

Suggested

assessment methods


Resource

requirements

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SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26003 Interpret mechanical engineering drawings

SQF Level III NCS Credit Value 5

NCS Purpose

Statement

People credited with this NCS are able to select and interpret mechanical

engineering drawings.



Learning Outcome 1 Select mechanical engineering drawings.

Performance

Standard 1.1

Drawings are selected from drawing files and validated in accordance with

worksite requirements.

Performance

Standard 1.2

Drawing versions are identified and currency confirmed in accordance with

worksite requirements.

Learning Outcome 2 Interpret mechanical engineering drawings.

Range Statement: In accordance with AS 1100, Parts 101 and 201.

Performance

Standard 2.1

Drawing concepts are explained.

Range Statement: Concepts – scale, third angle projection, first angle

projection, isometric drawing, oblique drawing.

Performance

Standard 2.2

Sectioned views and cross hatching are interpreted.

Performance

Standard 2.3

Different types of lines are interpreted.

Performance

Standard 2.4

Drawing symbols are interpreted.

Range Statement: Assessment of 12 symbols chosen at random by the

assessor.

Performance

Standard 2.5

Dimensions are interpreted.

Range Statement: Datum points or lines; linear and angular dimensions;

dimensioning of – diameters, radii, holes, countersinks, counterbores,

spotfaces, chamfers, bolts, screws, studs, washers, screw threads, keyways.

Evidence is required for at least six dimensions.

Performance

Standard 2.6

Tolerances are interpreted.

Performance

Standard 2.7

Machining and surface roughness symbols are interpreted.

Performance

Standard 2.8

Materials required for the work are identified from the drawing.

Explanatory Notes 1 References

AS 1100.101:1992, Technical drawing – General principles.

AS 1100.201:1992, Technical drawing – Mechanical engineering drawing.

An abridgement of these standards, suitable for the purposes of this NCS, is

SAA/SNZ HB1: 1994, Technical Drawing for students. Available from

Standards New Zealand.

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2 Definition

Interpretation – the explanation in practical terms of features shown

graphically in the drawing.

Worksite requirements – the administrative routines of any given workplace,

or workplace simulations in a provider environment.


Interpretation of mechanical engineering drawings to AS 1100, drawn in third

angle projection.

Assessment must involve at least one detail drawing and one assembly

drawing, of sufficient complexity to assess the required features.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26004 Create three-dimensional engineering models under

supervision


NCS Purpose

Statement

People credited with this NCS are able to, under supervision: prepare three-

dimensional environment; create and modify three-dimensional engineering

model; produce output from three-dimensional engineering model; and

confirm output compliance.



Learning Outcome 1 Prepare three-dimensional environment under supervision.

Performance

Standard 1.1

Co-ordinate system is set up to meet component modeling requirements

Performance

Standard 1.2

Orientation is established to meet component modeling requirements.

Performance

Standard 1.3

Views are established to meet component modelling requirements.

Learning Outcome 2 Create and modify three-dimensional engineering model under supervision.

Performance

Standard 2.1

Entities are created in three-dimensional space to meet component modeling

requirements.

Performance

Standard 2.2

Primitive shapes are created in three-dimensional space to meet component

modeling requirements.

Performance

Standard 2.3

Entities are manipulated in three-dimensional space to meet component

modelling requirements.

Performance

Standard 2.4

Existing three-dimensional model is modified to meet component modelling

requirements.

Performance

Standard 2.5

Surfaces are created in three-dimensional space to meet component modelling

requirements.

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Range Statement: May include but is not limited to – plane, revolved, swept,

extruded, shelled.

Learning Outcome 3 Produce output from three-dimensional engineering model under supervision.

Performance

Standard 3.1

File is saved for retrieval in accordance with worksite procedures.

Performance

Standard 3.2

Hard copy of three-dimensional model is produced to meet component

construction requirements in accordance with worksite procedures.

Range Statement: Two-dimensional drawings and pictorial views, including

working dimensions.

Performance

Standard 3.3

Physical properties are extracted from the model to determine component

properties.

Range Statement: Includes – volume, mass, centre of gravity.

Performance

Standard 3.4

Drawing files are saved in different formats in accordance with worksite

procedures.

Range Statement: May include but is not limited to – IGES, DXF, STEP.

Learning Outcome 4 Confirm output compliance under supervision.

Performance

Standard 4.1

Output is checked to ensure compliance with job specifications.

Performance

Standard 4.2

Any non-conformance to job specifications is corrected in accordance with

worksite procedures.


Models produced must be in accordance with the following Standards, or

international equivalent:

AS 1100.101:1992, Technical drawing – General principles;





2 Definitions

DXF – drawing exchange Format.

Entities – single items created on screen which may include but are not

limited to – lines, arcs, circles, text, hatch, dimensions

IGES – initial graphics exchange specification.

Primitive shapes – the basic elements of graphics output which includes –

spheres, cones, cylinders, boxes.

STEP – standard for the exchange of product data.

Worksite procedures – operational procedures put in place by the candidate’s

employer. These include site safety procedures, equipment operating

procedures, job procedures, quality assurance, and procedures for the

handling and disposal of materials and waste.


Assessment against this NCS requires the production of at least three, three-

dimensional models using any proprietary 3D computer aided design software

that permits the creation and manipulation of entities and primitive shapes.

Suggested

assessment methods


of 184


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26005 Draw and interpret engineering sketches under supervision


NCS Purpose

Statement

People credited with this NCS are able to, under supervision, manually

produce and interpret engineering sketches, and confirm the interpretation and

preparation of engineering sketches.



Learning Outcome 1 Manually produce engineering sketches under supervision.

Performance

Standard 1.1

Objects to be sketched are identified and measured to meet job requirements

Performance

Standard 1.2

Sketches produced communicate job requirements.

Range Statement: Unambiguous, in proportion, clear.

Performance

Standard 1.3

Dimensions and related notes meet job requirements.

Learning Outcome 2 Interpret engineering sketches under supervision.

Range Statement: Includes – orthographic from pictorial, pictorial from

orthographic.

Performance

Standard 2.1

Sketches are identified and interpreted to meet job requirements.

Performance

Standard 2.2

Baseline and datum points are identified to meet job requirements.

Performance

Standard 2.3

Detailed dimensions and related notes are interpreted to meet job

requirements.

Learning Outcome 3 Confirm the interpretation and preparation of engineering sketches under

supervision.

Performance

Standard 3.1

Sketches are checked to ensure compliance with job requirements.

Range Statement: Orientation, proportion, dimensions, related notes.

Performance

Standard 3.2

Any non-conformance is corrected to meet job requirements.


Sketches must be in accordance with the following Standards, or international

equivalent:






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2 Definitions

Aided – a means of producing two-dimensional engineering sketches with the

aid of appropriate guiding instruments (such as ruler, set-square, and

compass, but excluding computer software), and requiring the precise

calculations of angles and dimensions.

Freehand – a means of producing two-dimensional engineering sketches

without the aid of guiding instruments, and involving the estimation of angles

and dimensions.


graphically in the sketch. Typically this would involve re-sketching the

object in an alternative projection.

Pictorial – either isometric, general oblique, or single point perspectives.

Orthographic – the projection of an object in which the line of sight is

perpendicular to the plane of projection and is a means of representing a

three–dimensional object in two dimensions.


This NCS covers production and interpretation of engineering sketches used

within the engineering industries. Sketching and interpretation at this level

includes sketching in orthographic and pictorial projections and may include

but are not limited to hydraulic cylinders, mounting brackets, guards, jigs,

duct transitions, pipe joints, bolted flanged joints, turned components, and

assemblies of typically not more than five major parts.

Sketches presented as evidence must show a mix of sketching techniques.

This will typically involve a minimum of three freehand and two aided

sketches. The sketches must also contain a minimum of four of the following

shapes: rectangle; round (circle); cylinder; cone; ellipse; pyramid.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26006 Manually produce and interpret simple engineering component

drawings under supervision


NCS Purpose

Statement

People credited with this NCS are able to: explain engineering drawing office

procedures; and, under supervision, interpret, manually produce, and confirm

engineering component drawings.



Learning Outcome 1 Explain engineering drawing office procedures.

Performance

Standard 1.1

Explanation includes references to processes that are followed for drawing

control, approval, variation, distribution and storage in accordance with

worksite procedures and industry practice.

Learning Outcome 2 Interpret engineering component drawings under supervision.

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Range Statement: First and third angle orthographic projection, isometric,

oblique.

Performance

Standard 2.1

Components and assemblies are identified and interpreted from drawings in

accordance with AS 1100.

Performance

Standard 2.2

Material requirements are determined from drawings.

Performance

Standard 2.3

Dimensions and drawing notes are interpreted in accordance with AS 1100.

Performance

Standard 2.4

Symbols are identified and interpreted in accordance with AS 1100.

Performance

Standard 2.5

Conventions are identified and interpreted in accordance with AS 1100.

Learning Outcome 3 Manually produce engineering component drawings under supervision.

Range Statement: First and third angle orthographic projection, isometric

and oblique.

Performance

Standard 3.1

Drawings are prepared in accordance with projection and view in accordance

with AS 1100.

Performance

Standard 3.2

Drawings are produced to meet job requirements in accordance with AS 1100.

Range Statement: Includes but is not limited to – dimensions, symbols, line

weights, scale, labelling.

Learning Outcome 4 Confirm engineering component drawings under supervision.

Performance

Standard 4.1

Drawings are checked to ensure compliance with job requirements.

Range Statement: Orientation, proportion, dimensions, related notes.

Performance

Standard 4.2

Any non-conformance to job specifications is corrected in accordance with



Drawings must be in accordance with the following Standards, or

international equivalent:






2 Definitions

Industry practice – safe and sound trade practices generally accepted by

competent persons within the mechanical engineering industry.


graphically in the drawing.






This NCS covers the production and interpretation of drawings using

isometric, oblique, and orthographic projection, including hidden detail and

single plane sectional views.

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Drawings presented as evidence must be limited to single components and

may include but are not limited to – simple pump, gearbox, hydraulic

cylinder, support frame, tool and die, holding device, sheet metal fabrications.

This standard may be used in the context of any of the mechanical

engineering disciplines.

This standard does not apply to drawings produced using Computer Aided

Design software – see NCS 2433.

Suggested

assessment methods

Theory Test and Practical test

Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26007 Demonstrate knowledge of hydraulics and hydraulic power

systems


NCS Purpose

Statement

People credited with this NCS are able to: demonstrate knowledge of the

principles of hydraulics; demonstrate knowledge of hydraulic power systems

and applications; and describe hazards associated with hydraulic power

systems.



Learning Outcome 1 Demonstrate knowledge of the principles of hydraulics.

Performance

Standard 1.1

Terminology is described in the context of a basic hydraulic system.

Range Statement: Terminology – pressure, flow, force, torque, holding

pressure, linear movement, load, lift

Performance

Standard 1.2

Atmospheric, gauge, and absolute pressures are distinguished and their use in

hydraulic systems explained.

Performance

Standard 1.3

Pascal’s law is described in terms of how it forms the basis of pneumatics.

Performance

Standard 1.4

Basic formulas are used to calculate the performance of pneumatic systems.

Range Statement: Includes – pressure and force, with transposition of

variables;

may include but is not limited to – tube diameter and flow rate, volume and

pressure (Boyle’s Law), cylinder volume, piston area, piston speed (both

directions), kilowatts required to drive compressor.

Performance

Standard 1.5

International standard units are used in calculations.

Learning Outcome 2 Demonstrate knowledge of hydraulic power systems and applications.

Performance

Standard 2.1

The operation of a hydraulic power systems is described with the aid of a

simple system diagram sketched by the candidate.

Range Statement: Purpose of components, types of fluid medium,

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compressibility of medium, contamination, precision control, difference

between open and closed circuits.

Performance

Standard 2.2

Types of equipment powered by hydraulic power systems are identified.

Range Statement: A minimum of two types of equipment.

Performance

Standard 2.3

Types of industries where hydraulic power systems are in common use are

identified.

Range Statement: A minimum of four different types of industries.

Learning Outcome 3 Describe hazards associated with pneumatic power systems.

Performance

Standard 3.1

The characteristics of pressure in pneumatic power systems are described with

reference to potential hazards.

Range Statement: Actuator stopped or stalled, stored energy.

Performance

Standard 3.2

Common hazards are described with reference to their potential for personal

injury.

Range Statement: Common hazards – sudden shoot out, presence of carbon

monoxide in system, exposure to compressed air.


Hydraulics – industry abbreviated term for fluid mechanics or fluid power

that uses a non-compressible medium such as oil or water for the conveyance

of force.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26008 Demonstrate knowledge of pneumatics and pneumatic power

systems


NCS Purpose

Statement


principles of pneumatics; demonstrate knowledge of pneumatic power

systems and applications; and describe hazards associated with pneumatic

power systems.



Learning Outcome 1 Demonstrate knowledge of the principles of pneumatics.

Performance

Standard 1.1

Terminology is described in the context of a basic pneumatic system.

Range Statement: Terminology – pressure, flow, orifice flow, force, torque,

holding pressure, linear movement, load, lift, stroke.

Performance

Standard 1.2

Atmospheric, gauge, absolute pressures, and vacuum are distinguished and

their use in pneumatic systems explained.

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Performance

Standard 1.3

Pascal’s law is described in terms of how it forms the basis of pneumatics.

Performance

Standard 1.4

Basic formulas are used to calculate the performance of pneumatic systems.

Range Statement: Includes – pressure and force, with transposition of

variables;

may include but is not limited to – tube diameter and flow rate, volume and

pressure (Boyle’s Law), cylinder volume, piston area, piston speed (both

directions), kilowatts required to drive compressor.

Performance

Standard 1.5

International standard units are used in calculations.

Learning Outcome 2 Demonstrate knowledge of pneumatic power systems and applications.

Performance

Standard 2.1

The operation of pneumatic power systems is described with the aid of a

simple system diagram sketched by the candidate.

Range Statement: Purpose of components, types of gases, contamination,

precision control, operational response rate, difference between air production

and air consuming systems.

Performance

Standard 2.2

Types of equipment powered by pneumatic power systems are identified.

Range Statement: A minimum of two types of equipment

Performance

Standard 2.3

Types of industries where pneumatic power systems are in common use are

identified.

Range Statement: A minimum of four different types of industries.

Learning Outcome 3 Describe hazards associated with pneumatic power systems.

Performance

Standard 3.1

The characteristics of pressure in pneumatic power systems are described with

reference to potential hazards.

Range Statement: Actuator stopped or stalled, stored energy.

Performance

Standard 3.2

Common hazards are described with reference to their potential for personal

injury.

Range Statement: Common hazards – sudden shoot out, presence of carbon

monoxide in system, exposure to compressed air.


Pneumatics – industry abbreviated term for fluid mechanics or fluid power

that uses a compressible medium such as air or nitrogen for the conveyance of

force.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



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NCS Code and Title ER26009 Repair and overhaul compressed air systems


NCS Purpose

Statement

People credited with this NCS are able to analyze and plan, repair and

overhaul, test, and report the repair and overhaul of compressed air systems.



Learning Outcome 1 Analyze and plan compressed air system repair and overhaul requirements.

Range Statement: Maintenance records, scope of work, resources,

specifications, work plan, drawings, and identification of hazards.

Performance

Standard 1.1

The need to repair and overhaul is determined in accordance with industry

requirements.

Range Statement: Includes but is not limited to - defect notification,

condition monitoring, failure, trip, loss of performance

Performance

Standard 1.2

Work plans are prepared in accordance with industry requirements.

Performance

Standard 1.3

Prepared plans identify all necessary procedures and resources required for

the service in accordance with industry requirements.

Performance

Standard 1.4

Work plans and specifications are complete, concise, and legible, and reflect

identified risk with hazards being identified and eliminated, isolated, or

minimised in accordance with industry requirements.

Performance

Standard 1.5

Work plans and specifications are made available for all personnel involved in

implementing the plans within the scheduled time frame and in accordance

with industry requirements.

Learning Outcome 2 Repair and overhaul compressed air systems.

Range Statement: Ring main and radial compressed air systems.

Performance

Standard 2.1

Isolation of plant and equipment is checked in accordance with industry

requirements.

Performance

Standard 2.2

Compressed air systems and components requiring repair and overhaul are

identified, analyzed, and condition determined in accordance with industry

requirements.

Performance

Standard 2.3

Compressed air systems and components are repaired and overhauled in

accordance with industry requirements.

Range Statement: Includes but is not limited to - dis-assemble compressed

air systems into component parts (pressure vessel, safety valve, compressor

pipework, valves, filters), clean and inspect component parts for defects,

locate, identify, and diagnose defects, assess the need for repair or

replacement, adjust, repair defective components, install replacement

components, clean, reassemble components into compressed air systems,

check control and indications.

Performance

Standard 2.4

Repair and overhaul activities and resources are co-ordinated throughout the

duration of the work to minimise disruption to personnel, plant, electricity

generation, and the environment in accordance with industry requirements.

Learning Outcome 3 Test compressed air systems.

Range Statement: Test run, safety valve operation, leaks, temperature,

calibration, test readings, noise.

Performance

Standard 3.1

Tests are carried out in accordance with the prepared work plan and industry

requirements.

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Performance

Standard 3.2

Test equipment is used in accordance with industry requirements.

Learning Outcome 4 Report repair and overhaul.

Range Statement: Repair and overhaul report, job sheet, daily diary, log

book, test reports and results, plant history, authorisations, ‘as built’ drawings.

Performance

Standard 4.1

Reported information is completed in accordance with industry requirements.

Performance

Standard 4.2

Maintenance information is recorded in the format required by the asset

owner and filed within scheduled timeframe in accordance with industry

requirements.

Performance

Standard 4.3

Any further action required for plant and equipment is identified, recorded,

and communicated to appropriate personnel in accordance with industry

requirements.

Explanatory Notes 1 This NCS is intended for, but not restricted to, workplace assessment.

The range statements within the NCS can be applied according to industry

specific equipment, procedures and processes.

2 Safety of personnel and plant must be a priority throughout the

assessment. If the safety requirements are not met the assessment must stop

and the candidate will be assessed as not yet competent.

3 Performance and work practices in relation to the elements and

performance criteria must comply with all current legislation, especially the

Electric Power Corporation Act 1980, and any regulations and codes of

practice recognised under that statute; the Occupational safety and Health Act

2002; and the Resource Management Act. Electricity supply industry codes

of practice and documented industry procedures include the Safety Manual –

Electricity Industry (SM-EI) (2004) Wellington: Electricity Engineers’

Association.

4 ‘Industry requirements’ include all industry and documented

workplace policies, procedures, specifications, business, and quality

management requirements relevant to the workplace in which assessment is

carried out.

5 The term ‘repair and overhaul’ includes fault finding, corrective work

and minor modifications to generation plant and equipment.

6 This NCS includes whole pressurized system downstream of

compressor non-return valve.

7 This NCS excludes pneumatic tools, hoses, and compressors.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation Providers and assessors of this NCS must comply with the SQA National

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information Moderation System. Details of this system are available from SQA.

NCS Code and Title ER26010 Repair and overhaul cooling systems


NCS Purpose

Statement

People credited with this NCS are able to analyze and plan, repair and

overhaul, test, and report the repair and overhaul of cooling systems.



Learning Outcome 1 Analyze and plan cooling system repair and overhaul requirements.


specifications, work plan, drawings, identification of hazards.

Performance

Standard 1.1


requirements.


condition monitoring, failure, trip, loss of performance.

Performance

Standard 1.2


Performance

Standard 1.3



Performance

Standard 1.4




Performance

Standard 1.5




Learning Outcome 2 Repair and overhaul cooling systems.

Range Statement: Air and water, oil and air, oil and water, water and water,

convection, forced flow, forced draft, parallel flow, contra flow.

Performance

Standard 2.1


requirements.

Performance

Standard 2.2

Cooling systems and components requiring repair and overhaul are identified,

analyzed, and condition determined in accordance with industry requirements.

Performance

Standard 2.3

Cooling systems and components are repaired and overhauled in accordance


Range Statement: Includes but is not limited to - dis-assemble cooling

systems into component parts; clean, inspect component parts for defects;

locate, identify, and diagnose defects; assess the need for repair or

replacement, adjust, repair defective components, install replacement

components, reassemble components into cooling systems, retube coolers.

Performance

Standard 2.4




Learning Outcome 3 Test cooling systems.

Range Statement: Test run, temperature, calibration, test readings,

alignment, noise.

Performance Tests are carried out in accordance with the prepared work plan and industry

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Standard 3.1 requirements.

Performance

Standard 3.2





Performance

Standard 4.1


Performance

Standard 4.2



requirements.

Performance

Standard 4.3



requirements.





assessment. If the safety requirements are not met the assessment must stop.



Electricity Act 1992, and any regulations and codes of practice recognised

under that statute; the Health and Safety in Employment Act 1992; and the

Resource Management Act 1991. Electricity supply industry codes of

practice and documented industry procedures include the Safety Manual –

Electricity Industry (SM-EI) (2004) Wellington: Electricity Engineers’

Association. A full list of current legislation and industry codes is available

from the Electricity Supply Industry Training Organisation, PO Box 1245,

Hamilton.




carried out.



6 This NCS includes inlet to outflow.

7 This NCS includes steam condensers, condensers, and hydrogen

cooling systems.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS



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Moderation

information



NCS Code and Title ER26011 Repair and overhaul pumps

SQF Level V NCS Credit Value 8

NCS Purpose

Statement


principles of operation, analyze and plan, repair and overhaul, test, and report

the repair and overhaul of pumps.



Learning Outcome 1 Demonstrate knowledge of the principles of operation of pumps.

Range Statement: Includes but is not limited to - rotating screw and rotating

centrifugal, reciprocating diaphragm, reciprocating piston radial and axial,

rotating gear, rotating multi-stage, rotating axial, rotating vane.

Performance

Standard 1.1

The principles of pump operation are described and defined in accordance

with manufacturers’ specifications.

Performance

Standard 1.2

The types and characteristics of pumps are described in accordance with


Learning Outcome 2 Analyze and plan pump repair and overhaul requirements.


specifications, work plan, drawings, identification of hazards.

Performance

Standard 2.1


requirements.



Performance

Standard 2.2


Performance

Standard 2.3



Performance

Standard 2.4




Performance

Standard 2.5




Learning Outcome 3 Repair and overhaul pumps.

Range Statement: Includes but is not limited to - rotating screw and rotating

centrifugal;

and at least two from - reciprocating diaphragm, reciprocating piston radial

and axial, rotating gear, rotating gerotor, rotating multi-stage, rotating axial,

rotating vane.

Performance

Standard 3.1


requirements.

Performance

Standard 3.2

Pumps and components requiring repair and overhaul are identified, analysed,

and condition determined in accordance with industry requirements.

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Performance

Standard 3.3

Pumps and components are repaired and overhauled in accordance with


Range Statement: Disassemble pumps into component parts, inspect

component parts for defects; locate, identify, and diagnose defects; repair or

replace, adjust, manufacture and/or install replacement components, align and

reassemble components into pumps.

Performance

Standard 3.4




Learning Outcome 4 Test pumps.

Range Statement: Test run, alignment, test readings, calibration, check

performance within specification flow, pressure, temperature, vibration, noise,

cavitation, priming, lubrication, gland leakage, check auto cut-in, alarm

operation, indications.

Performance

Standard 4.1


requirements.

Performance

Standard 4.2


Learning Outcome 5 Report the repair and overhaul.



Performance

Standard 5.1


Performance

Standard 5.2



requirements

Performance

Standard 5.3



requirements.









practice recognised under that statute; the Occupational Safety and Health Act

2002; and the Resource Management Act 1991. Electricity supply industry

codes of practice and documented industry procedures include the Safety

Manual – Electricity Industry (SM-EI) (2004) Wellington: Electricity

Engineers’ Association.




carried out.

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6 This NCS includes shaft, bearings, glands, seals, piston, follower,

casing, impellers, locating dowels, nuts, lubrication, keys and keyways,

gaskets, cranks, con rod, diaphragm, gears, sliding vane, sight glass, air

release cock, mountings, primary inlet port.

7 This NCS excludes pipe work, isolation valves, and prime movers.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26012 Repair and overhaul valves


NCS Purpose

Statement


principles of operation, analyze and plan, repair and overhaul, test, and report

the repair and overhaul of valves.



Learning Outcome 1 Demonstrate knowledge of the principles of operation of valves.

Range Statement: Includes but is not limited to - regulating, non-return and

relief safety valves; gate, globe, cock, needle, butterfly ball, minimum flow,

plug, multi-port, parallel slide, shuttle, and diaphragm valves; flow control,

isolating, pressure reducing, temperature control, three way diverting valves.

Performance

Standard 1.1

The principles of valve operation are described and defined in accordance

with manufacturers’ specifications.

Performance

Standard 1.2

The types and characteristics of valves are described in accordance with


Learning Outcome 2 Analyze and plan valve repair and overhaul requirements.


specifications, work plan, drawings, and identification of hazards.

Performance

Standard 2.1


requirements.



Performance

Standard 2.2


Performance

Standard 2.3



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Performance

Standard 2.4




Performance

Standard 2.5




Learning Outcome 3 Repair and overhaul valves.

Range Statement: Includes but is not limited to - regulating, non-return and

relief safety valves; and choose three from the following – gate, globe, cock,

needle, butterfly ball, minimum flow, plug, multi-port, parallel slide, shuttle,

diaphragm valves, flow control, isolating, pressure reducing, temperature

control, three way diverting valves.

Performance

Standard 3.1


requirements.

Performance

Standard 3.2

Valves and components requiring repair and overhaul are identified, analysed,

and condition determined in accordance with industry requirements.

Performance

Standard 3.3

Valves and components are repaired and overhauled in accordance with


Range Statement: Includes but is not limited to - disassemble valves into

component parts, inspect component parts for defects, locate, identify and

diagnose defects; assess the need for repair and/or replacement, adjust, rectify,

repair defective components, manufacture and/or install replacement

components, clean, re-assemble components into valves; includes – lap and

reseat valve, check for operation, reset and adjust safety valves.

Performance

Standard 3.4




Learning Outcome 4 Test valves.

Range Statement: Exercise valves as per schedules, function test valve and

actuator operation, check for isolation or passing under pressure or flow,

vibration, temperature, noise, calibration, test readings, alignment, limit

switches, indications, test and set relief valve lift pressure.

Performance

Standard 4.1


requirements.

Performance

Standard 4.2





Performance

Standard 5.1


Performance

Standard 5.2



requirements.

Performance

Standard 5.3



requirements.

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practice recognised under that statute; the Occupational Safety and Health Act

2002; and the Resource Management Act 1991. Electricity supply industry

codes of practice and documented industry procedures include the Safety

Manual – Electricity Industry (SM-EI) (2004) Wellington: Electricity

Engineers’ Association.




carried out.



6 This NCS includes valve actuator and drive mechanism where drive is

manual, hydraulic, or pneumatic.

7 This NCS excludes electrical actuator and controls when part of a

control or protective system, hydro control valves of 450mm diameter and

above, and porter

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26013 Demonstrate knowledge of bearings used in machines and

equipment


NCS Purpose

Statement

People credited with this NCS are able to demonstrate knowledge of: types of

bearings; the function of bearings in machines and equipment; the useful life

of bearings; and bearing selection.



Learning Outcome 1 Demonstrate knowledge of the types of bearings.

Performance Terminology associated with bearings is explained.

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Standard 1.1

Range Statement: May include but is not limited to – balls, rollers, needles,

groove, raceway, loading (axial/radial).

Performance

Standard 1.2

Different types of bearings are matched to common machine applications.

Range Statement: Includes but is not limited to – plain, ball, roller, journal,

thrust

Performance

Standard 1.3

Bearings are identified by the material with which they are made.

Range Statement: May include but is not limited to – white metal, steel,

aluminium, bronze, synthetic. Identification of three bearings is required.

Performance

Standard 1.4

Bearings are identified from manufacturer’s information and parts

publications for machines and equipment.

Range Statement: Hard copy, internet.

Identification of three bearings is required.

Learning Outcome 2 Demonstrate knowledge of the function of bearings in machines and

equipment.

Performance

Standard 2.1

Types of movement supported by bearings are described.

Range Statement: Rotational, linear.

Performance

Standard 2.2

The lubrication methods for bearings are described in accordance with

manufacturer’s recommendations.

Range Statement: Evidence is required for a minimum of three bearing

types.

Performance

Standard 2.3

The role of friction reduction in bearings is described.

Range Statement: Starting friction, running friction.

Learning Outcome 3 Demonstrate knowledge of the useful life of bearings.

Performance

Standard 3.1

Factors affecting bearing performance and durability are described.

Range Statement: Includes but is not limited to – load, rotational speed,

fatigue, fretting, incompatible materials, manufacturing faults.

Performance

Standard 3.2

Indicators of bearing failure are described.

Range Statement: Includes but is not limited to – noise, vibration, odour,

visual defects.

Performance

Standard 3.3

Storage techniques for bearings are described in terms of how they contribute

to durability and performance.

Performance

Standard 3.4

The importance of maintaining accurate machine and equipment records is

described in terms of how they relate to use of bearings.

Range Statement: May include but is not limited to – failure history, bearing

types, operating times and rates.

Learning Outcome 4 Demonstrate knowledge of bearing selection.

Performance

Standard 4.1

Factors affecting bearing selection are described.

Range Statement: May include but is not limited to – speed, loading, noise,

environmental conditions, diameter size, cost.

Suggested

assessment methods


of 184


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26014 Replace static seals in machines and equipment


NCS Purpose

Statement

People credited with this NCS are able to prepare for seal replacement, and

replace and test static seals.



Learning Outcome 1 Prepare for seal replacement.

Performance

Standard 1.1

Appropriate seal types are identified in accordance with industry practice.

Performance

Standard 1.2

Sealing principles relevant to the seal type and intended usage are described.

Performance

Standard 1.3

Tools and replacement method are determined relevant to seal assembly.

Learning Outcome 2 Replace and test static seals.

Performance

Standard 2.1

Existing seals are removed in accordance with industry practice.

Performance

Standard 2.2

Machine and equipment seal surfaces are inspected for damage prior to seal

fitting in accordance with industry practice.

Performance

Standard 2.3

Seals and other replacement parts are prepared in accordance with industry

practice.

Range Statement: May include but is not limited to – stock items, making of

‘O’ ring seals, cutting gaskets, annealing of copper.

Performance

Standard 2.4

Seals are inspected for defects, as applicable, prior to fitting in accordance

with industry practice.

Performance

Standard 2.5

Seals are fitted to machines and equipment in accordance with industry

practice.

Performance

Standard 2.6

Seals are tested for performance with specification in accordance with

industry practice.

Performance

Standard 2.7

Records for seal replacement are completed in accordance with industry

practice.

Explanatory Notes 1 Reference

Occupational Safety and Health Act (Samoa) 2002

Health and Safety in Employment Act (New Zealand) 1992

2 Definition



3 Range

Static seals applicable to this NCS may include but are not limited to gaskets,

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‘O’ rings, and joint sealants. Evidence is required for the selection and

replacement of at least four different static seals.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26015 Demonstrate knowledge of pumps, fans, and valves for



NCS Purpose

Statement

This NCS is for use in training of mechanical engineering trades, and covers

knowledge of operating principles, components, and operational problems of

pumps and valves used in engineering.

People credited with this NCS are able to demonstrate knowledge of pumps,

fans, and valves for mechanical engineering trades.



Learning Outcome 1 Demonstrate knowledge of pumps for mechanical engineering trades.

Performance

Standard 1.1

Pumps are identified and their principles of operation described with the aid

of given diagrams.

Range Statement: Gear, reciprocating (piston), diaphragm, centrifugal,

multistage, submersible.

Performance

Standard 1.2

Major pump components are identified

Range Statement: Casing, inlet, outlet, rotor, impeller, bearings, seals.

Performance

Standard 1.3

Common pump operational problems are described, with reference to

symptoms, causes, and remedial actions.

Range Statement: Cavitation, aeration, leakage, vibration, mountings,

misalignment, bearings failure, clogged line, clogged impeller, loss of prime.

Learning Outcome 2 Demonstrate knowledge of fans for mechanical engineering trades.

Performance

Standard 2.1

Fans are identified and their principles of operation described with the aid of

given diagrams.

Range Statement: Axial, centrifugal.

Performance

Standard 2.2

Major fan components are identified.

Range Statement: Housing, inlet or vortex, outlet, blades, bearings.

Performance

Standard 2.3

Common fan operational problems are described, with reference to symptoms,

causes, and remedial actions.

Range Statement: Corrosion, leakage, vibration, misalignment, bearings

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failure, noise.

Learning Outcome 3 Demonstrate knowledge of valves for mechanical engineering trades.

Performance

Standard 3.1

Valves are identified and their principles of operation described with the aid

of given diagrams.

Range Statement: Ball, butterfly, gate, globe, diaphragm, check, relief,

safety.

Performance

Standard 3.2

Major valve components are identified.

Range Statement: Hand wheel, stem, packing, bonnet, disc, gate, ball,

diaphragm, seat.

Performance

Standard 3.3

Common valve operational problems are described, with reference to

symptoms, causes, and remedial actions.

Range Statement: Leakage, stiffness, jamming, erosion.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26016 Dismantle, inspect, assemble and test components


NCS Purpose

Statement

People credited with this NCS are able to dismantle and clean, inspect and

replace, and assemble and test components.



Learning Outcome 1 Dismantle and clean components.

Performance

Standard 1.1

Components and supporting information are prepared prior to dismantling and

cleaning.

Range Statement: Supporting information may include but is not limited to –

manufacturer's specifications, repair, parts publications, drawings.

Performance

Standard 1.2

Tools and procedure for dismantling are identified.

Performance

Standard 1.3

Components are dismantled in accordance with industry practice.

Performance

Standard 1.4

Components are cleaned in accordance with manufacturer’s recommendations

and industry practice.

Range Statement: Methods may include but are not limited to – hand, spray,

immersion, ultrasonic.

Performance

Standard 1.5

Disposal of cleaning agents is in accordance with worksite procedures.

Learning Outcome 2 Inspect and replace components.

Performance Components are inspected for conformance to manufacturer's specifications

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Standard 2.1 or customer’s specifications.

Range Statement: May include but is not limited to – visual, dimensional,

non-destructive testing, ultrasonic, (not x-ray or gamma ray).

Performance

Standard 2.2

Faulty components are assessed for repair or replacement, in accordance with


Performance

Standard 2.3

Defective components are replaced in accordance with worksite procedures


Learning Outcome 3 Assemble and test components.

Performance

Standard 3.1

Components are assembled in accordance with worksite procedures and

industry practice.

Performance

Standard 3.2

Components are tested and conformance to manufacturer's specifications or

customer’s specifications is confirmed.

Performance

Standard 3.3

Component records are completed in accordance with worksite procedures.




2 Definitions

Component – a complex, constituent part or aspect of a larger item of

machinery/equipment and may include but is not limited to valves (gate, ball,

and diaphragm), pumps, gearboxes, fans, and couplings.



Worksite procedures – documents that include: worksite rules, codes, and

practices; equipment operating instructions and maintenance schedules;

documented quality management systems; and health and safety requirements.

3 Range

Evidence across all outcomes is required for the dismantling, inspection,

assembly, and testing of at least two components.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26017 Demonstrate knowledge of lubricants and lubrication systems,

and inspect lubrication systems


NCS Purpose

Statement

People credited with this NCS are able to: demonstrate knowledge of

lubrication principles and characteristics; inspect lubrication systems; and

demonstrate knowledge of lubrication system faults.


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Learning Outcome 1 Demonstrate knowledge of lubrication principles and characteristics.

Performance

Standard 1.1

Lubricants are identified in terms of the different types available.

Range Statement: May include but is not limited to – oil-based products

synthetic/semi-synthetic, dry film materials.

Performance

Standard 1.2

Lubricants are described in terms of performance characteristics.

Range Statement: May include but is not limited to – viscosity, additives,

flashpoint, operating range/temperature, operational life, compatibility.

Performance

Standard 1.3

Lubricants are described in terms of their role in machine components.

Range Statement: May include but is not limited to – temperature reduction,

moisture displacement, corrosion control, adhesion.

Performance

Standard 1.4

Information about lubricants is accessed and interpreted to meet machine

operation requirements.

Range Statement: May include but is not limited to – supplier publications,

material safety data sheets, internet, and workplace documentation.

Learning Outcome 2 Inspect lubrication systems.

Range Statement: A minimum of two systems.

Performance

Standard 2.1

The type of lubrication system to be inspected is identified.

Performance

Standard 2.2

Lubrication requirements for the system are determined from information

source(s).

Performance

Standard 2.3

System is checked for conformance in accordance with manufacturer’s

specifications and worksite procedures.

Range Statement: May include but is not limited to – fluid level, condition,

temperature, pressure, consumption and/or loss.

Performance

Standard 2.4

System faults are diagnosed, and corrective actions, if necessary, are taken in

accordance with worksite procedures.

Learning Outcome 3 Demonstrate knowledge of lubrication system faults.

Range Statement: A minimum of two systems.

Performance

Standard 3.1

Typical faults are described relative to the system selected.

Range Statement: May include but is not limited to – components of the

system, leaks, blockages, valve and pump function.

Performance

Standard 3.2

Fault testing methods are identified relative to the system selected.

Performance

Standard 3.3

Fault recording techniques are described in accordance with worksite

procedures.

Explanatory Notes 1 Candidates must comply with legislation applicable to this NCS which

includes Occupational Safety and Health Act 2002.

2 Worksite procedures refer to documents that include: worksite rules,

codes, and practices; equipment operating instructions and maintenance

schedules; documented quality management systems; and health and safety

requirements.

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3 Types of lubrication systems relevant to this NCS may include but are

not limited to open, closed, immersed, gravity, pressurised, and splash

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26018 Monitor the condition of machinery and equipment


NCS Purpose

Statement

People credited with this NCS are able to carry out routine sensory checks

and instrument checks on machinery and equipment, and carry out checks for

deterioration.



Pre-requisites and

co-requisites

NCS OC003, Apply safe working practices on engineering worksites, or

demonstrate knowledge and skills.

Learning Outcome 1 Carry out routine sensory checks on machinery and equipment.

Range Statement: Visual, sound, touch, smell.

Performance

Standard 1.1

Checks are carried out in accordance with health and safety legislation and


Performance

Standard 1.2

Results of the checks are recorded and/or reported in accordance with


Performance

Standard 1.3

Results are interpreted and actioned in accordance with worksite procedures


Learning Outcome 2 Carry out instrument checks on machinery and equipment.

Range Statement: Fixed and hand-held instruments may include but are not

limited to – vibration pen/meter, digital thermometer, noise meter, digital

ultrasonic detector.

Performance

Standard 2.1

Instruments are calibrated, as applicable, in accordance with manufacturer’s

specifications and worksite requirements.

Performance

Standard 2.2

Data are obtained from instruments in accordance with worksite procedures.

Performance

Standard 2.3

Checks are carried out in accordance with health and safety legislation and


Performance

Standard 2.4

Results are recorded on machinery and equipment records in accordance with


Performance

Standard 2.5

Results are interpreted and actioned in accordance with worksite procedures.

Learning Outcome 3 Carry out checks for deterioration

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Range Statement: Deterioration may include but is not limited to –

electrolysis, cavitation, chemical corrosion, erosion, wear, and mechanical

damage.

Performance

Standard 3.1

Deteriorations and their causes are identified in accordance with industry

practice.

Performance

Standard 3.2

Results of checks are recorded and reported in accordance with worksite

procedures.




2 Definitions





documented quality management systems; and health and safety

requirements.

3 Range

Evidence across all outcomes requires the monitoring of at least two items of

machinery and equipment, which may include but is not limited to – rotating

drives, pumps, fans, and gear boxes.

Suggested

assessment methods

Checklist

Resource

requirements

Machinery components to be check daily.

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title

ER26019 Demonstrate basic engineering workshop skills under close

supervision


NCS Purpose

Statement

This NCS covers introductory engineering workshop skills under close

supervision, and is intended mainly for use in secondary schools.

People credited with this NCS are able to: demonstrate basic knowledge of

engineering workshop tools, processes, and fixed machine tools; use basic

engineering workshop tools and equipment; and use basic engineering

workshop fixed machine tools.



Learning Outcome 1 Demonstrate basic knowledge of engineering workshop tools, processes, and

fixed machine tools.

Performance

Standard 1.1

Cutting tools are identified and their principles of operation outlined.

Range Statement: Evidence of five cutting tools is required.

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Performance

Standard 1.2

Marking out tools are identified and their principles outlined.

Range Statement: Evidence of five marking out tools is required.

Performance

Standard 1.3

Engineering measuring tools are identified and principles of operation

outlined.

Range Statement: Evidence of three engineering measuring tools is required.

Performance

Standard 1.4

Joining processes are identified and their principles of operation outlined.

Range Statement: Evidence of three joining processes is required.

Performance

Standard 1.5

Basic workshop fixed machine tools are identified and principles of operation

outlined.

Range Statement: Evidence of three basic workshop machines is required.

Performance

Standard 1.6

One surface finishing technique is identified and its principle outlined.

Learning Outcome 2 Use basic engineering workshop tools and equipment.

Range Statement: Evidence of use of at least two materials, three cutting

tools, three marking out tools, two measuring tools, two joining processes,

and one finishing technique is required.

Performance

Standard 2.1

Use of tools and equipment demonstrates sound techniques in basic workshop

applications.

Performance

Standard 2.2

Use of tools and equipment demonstrates safe working practices.

Performance

Standard 2.3

Workshop equipment, tools and workpieces are cleaned and returned to their

correct place of storage.

Learning Outcome 3 Use basic engineering workshop fixed machine tools.

Range Statement: Evidence of the use of a drill press and one other machine

tool is required.

Performance

Standard 3.1

Use of machine tools demonstrates sound techniques in basic machining

applications.

Performance

Standard 3.2

Use of machine tools demonstrates safe working practices.

Performance

Standard 3.3

Machined components are measured to confirm they meet the given

specifications.

Explanatory Notes 1 It is recommended that outcomes 2 and 3 are assessed by means of

simple practical engineering projects for which the candidate is given

appropriate specifications. Resource materials are available from Competenz

at http://www.tools4work.co.nz.

2 References



Safety and Technology Education: A Guidance Manual for New Zealand

Schools. Wellington: Learning Media, 1998.

3 Definitions

Close supervision should be interpreted to mean that the teacher or supervisor

is present in the workshop at all times to guide and monitor workshop

activities.

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MIG – refers to Metal Inert Gas welding.

MMAW – refers to Manual Metal Arc Welding.

Sound techniques in the use of tools, equipment, and machine tools refers to

techniques as used in the trade, and typically includes using the correct tool

for the job, handling technique, work stance, use of work holding devices, and

tool maintenance.

TIG – refers to Tungsten Inert Gas welding.

4 Range

a. examples of engineering materials – ferrous, non ferrous, plastic.

b. examples of cutting tools – hacksaw, chisels, files, hole punches, tin snips,

bench shears, drills, taps, dies.

Suggested

assessment methods

Theory Test and Practical Test.

Resource

requirements

Hand and power tools of the trade.

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26020 Develop a simple product using engineering materials


NCS Purpose

Statement

This NCS covers the development of a simple product using materials

commonly used in mechanical engineering, and is intended mainly for use in

high schools.

People credited with this NCS are able to investigate, design, and build a

simple product using engineering materials.



Learning Outcome 1 Investigate development of a simple product using engineering materials.

Performance

Standard 1.1

Factors relevant to the product development are investigated.

Range Statement: Examples of factors – material properties, performance

requirements, available tools and machinery, methods of measurement,

engineering processes, physical laws, usefulness of the product, cost, time to

build. Investigation of at least two factors is required.

Performance

Standard 1.2

Investigation explores alternatives for achieving the aims of the development.

Range Statement: At least two alternatives are required.

Performance

Standard 1.3

Investigation draws on different sources of information.

Range Statement: Examples of sources – library, internet, brain storming,

interview, site visit, technical press, catalogue. At least three sources are

required.

Performance

Standard 1.4

Sources of information relevant to the development are recorded.

Learning Outcome 2 Design a simple product using engineering materials.

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Performance

Standard 2.1

Design is developed from initial concepts, and refined, using the results of the

investigation.

Performance

Standard 2.2

Design demonstrates use of sketches or drawings to communicate design

details.

Range Statement: Sketches or drawings showing size and shape of object,

two and three dimensional views, tolerances. Drawings may be produced

manually or computer aided.

Performance

Standard 2.3

Design demonstrates the application of basic arithmetic in an engineering

context.

Range Statement: Basic arithmetic may include but is not limited to –

addition, subtraction, multiplication and division of digits to one decimal

point.

Learning Outcome 3 Build a simple product using engineering materials.

Performance

Standard 3.1

Building of product demonstrates sound use of workshop tools, equipment,

processes, and fixed machine tools at an introductory level.

Range Statement: Workshop tools may include but are not limited to –

hacksaws, chisels, files, hole punches, tin snips, drills, taps, dies, rules,

scribers, punches, dividers, odd leg callipers, callipers, micrometers, vernier

callipers, engineers square; workshop equipment may include but is not

limited to – MMAW, TIG, MIG, oxyacetylene welding, sheetmetal folders

and benders;

workshop processes may include but are not limited to – soldering, brazing,

welding, riveting, bending, forming, surface finishing; workshop fixed

machine tools may include but are not limited to – milling machines, drilling

machines, lathes.

Performance

Standard 3.2

Finished product functions as designed.

Performance

Standard 3.3

Finished product is within the tolerances specified in the design.

Explanatory Notes 1 Resource materials for this standard are available from Competenz at

http://www.tools4work.co.nz.

2 References

NZS/AS 1100.101:1992, Technical drawing – General principles;

NZS/AS 1100.201:1992, Technical drawing – Mechanical engineering

drawing.

3 Definitions

Product development – improving an existing product or developing a new

kind of product. For the purpose of this standard, the development is limited

to investigation, design, and building of a working prototype.

Simple product – product capable of being built from engineering materials

with basic workshop tools, machinery and processes, and requiring an

introductory level of skills and precision. Some examples are – model

engines, tools, toolboxes, wrought iron work, utensils, toys, ornamental items,

steel furniture.

MIG – refers to Metal Inert Gas welding.

MMAW – refers to Manual Metal Arc Welding.

TIG – refers to Tungsten Inert Gas welding.

4 It is expected that the teacher or supervisor will direct and assist the

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Investigation, design, and building of the product by providing focussing

questions, providing some sources, monitoring the design process, and

supervising workshop activities.

5 Range

Engineering materials – any of ferrous, non-ferrous, plastic.

Suggested

assessment methods


Resource

requirements

Simple machine, power tools and different materials such as plastic, ferrous

metal, non-ferrous metal etc….

SAG responsible for

developing this NCS




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information



NCS Code and Title ER26021 Demonstrate knowledge of safety procedures in a specific

engineering workshop


NCS Purpose

Statement

This NCS covers safety hazards and their management in a specific

engineering workshop, and is intended mainly for use in workshops in

secondary schools.

People credited with this standard are able to demonstrate knowledge of

hazards, personal safety, and safety procedures in a specific engineering

workshop.



Learning Outcome 1 Demonstrate knowledge of hazards in a specific engineering workshop.

Performance

Standard 1.1

Hazards occurring in the workshop are identified.

Range Statement: Equipment, tools, machinery, electrical, chemical, fire,

gas, fumes, compressed air, noise.

Performance

Standard 1.2

Hazard warning signs displayed in the workshop are identified.

Learning Outcome 2 Demonstrate knowledge of personal safety in a specific engineering

workshop.

Performance

Standard 2.1

Personal responsibilities in relation to workshop safety are identified.

Performance

Standard 2.2

Safety aspects of personal appearance are identified.

Range Statement: Long hair, jewellery, loose clothing.

Performance

Standard 2.3

Items of personal protective equipment available in the workshop, and their

uses, are identifying.

Examples are – covered shoes, safety glasses, ear muffs, leather gloves,

welding masks, welding goggles, hard hat, and breathing mask.

Performance

Standard 2.4

Orderly workshop habits are identified.

Range Statement: Workshop cleanliness and tidiness, avoidance of

boisterous play or practical jokes involving machinery.

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Learning Outcome 3 Demonstrate knowledge of safety procedures in a specific engineering

workshop.

Performance

Standard 3.1

Workshop procedures for action in the event of accident, fire, chemical

spillage, and live electricity are explained.

Performance

Standard 3.2

Items of firefighting equipment available in the workshop, and their

applications, are identified.

Explanatory Notes 1. Resource materials for this standard are available from Competenz.

2. References



Guidelines for Guarding Principles and General Safety for Machinery.

Occupational Safety and Health Service, Department of Labour, 1995.

Safety and Technology Education: A Guidance Manual for New Zealand

Schools. Learning Media, 1998.

Suggested

assessment methods

Theory Test, Assignment, Assessment.

Resource

requirements

Safety equipment, Safety hand tools, Safety gears, and safety about the trades.

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26022 Apply hazard identification and risk assessment procedures in

the workplace


NCS Purpose

Statement

People credited with this NCS are able to: describe hazards that may harm

workers, the work environment, and organisations; explain health and safety

requirements for hazard control; describe hazard control methods; and

identify hazards and apply risk assessment procedures.



Learning Outcome 1 Describe hazards that may harm workers, the work environment, and

organisations.

Performance

Standard 1.1

Sources of harm to people are described in terms of physical and mental

effects.

Range Statement: Effects include but are not limited to – injury, acute and

chronic health effects, quality of life;

sources include but are not limited to – machinery, handling, processes,

workplace conditions.

Performance

Standard 1.2

Sources of harm to, and impact on the environment are described.

Range Statement: Sources include but are not limited to – physical damage,

pollution (air, land, water, noise), and overuse of resources.

Performance

Standard 1.3

Sources of harm to organisations are described.

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Range Statement: Sources include but are not limited to – asset loss, lost

production, loss of resources, non-compliance with legal responsibilities,

market sharinsurance.

Learning Outcome 2 Explain health and safety requirements for hazard control.

Performance

Standard 2.1

The requirements of the OSH Act are explained in terms of the objectives and

compliance duties related to hazard control.

Performance

Standard 2.2

The onus of ‘all practicable steps’ is discussed in terms of the OSH Act 2002.

Learning Outcome 3 Describe hazard control methods.

Performance

Standard 3.1

Hazard control methods are described.

Range Statement: Methods include but are not limited to – elimination,

isolation, minimisation.

Performance

Standard 3.2

Methods for monitoring the effectiveness of hazard control are described in

accordance with organisational requirements.

Range Statement: Methods include but are not limited to – inspection,

passport to work, incidents, reports, ongoing review of safety and health

performance.

Learning Outcome 4 Identify hazards and apply risk assessment procedures

Performance

Standard 4.1

Hazards are identified in accordance with organisational requirements.

Range Statement: Hazard identification procedures may include but are not

limited to – task analysis, behaviour analysis, environment analysis, ‘what if’

analysis, fault tree analysis, accident and incident investigations,

documentation and reporting. Evidence is required for a minimum of three

procedures.

Performance

Standard 4.2

Risk assessment procedures are applied in accordance with organisational

requirements.

Range Statement: Procedures include but are not limited to – an assessment

of probability, level of risk, consequences; judgement against evidence of

systematic application of experience.

Performance

Standard 4.3

Documentation associated with hazard identification and risk assessment is

completed in accordance with organisational requirements.

Range Statement: Documentation includes but is not limited to – hazard

identification forms, risk assessment reports.

Explanatory Notes 1 Definitions

Organisational requirements refer to instructions to staff on policy and

procedures which are documented in memo or manual format and are

available in the workplace. These requirements may include but are not

limited to – site specific requirements, company quality management

requirements, approved codes of practice and guidelines, and legislative

requirements.

Hazard and Harm refer to the meanings used in the Occupational Safety and

Health Act 2002.

1 Legislative requirements include but are not limited to –

the Occupational Safety and Health Act 2002 and Health and Safety in

Employment Regulations 1995, Smoke- free Environments Act 1990,

Resource Management Act 1991, Hazardous Substances and New Organisms

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Act 1996, Building Act 2004, Electricity Regulations 1997, Health and Safety

in Employment (Asbestos) Regulations 1998, Factories and Commercial

Premises (First Aid) Regulations 1985, AS/NZ 4360:2004 Risk management,

and AS/NZ 3931:1998 Analysis of technological systems – Application guide.

Suggested

assessment methods

Assessment methods for this course ad design to ensure that student are given

every opportunity to demonstrate competence and the relevant underpinning

knowledge.

Resource

requirements

Apply safety in the workshop, First Aid Kit, Safety Signs, Safety Gears and

Occupational Health and Safety Act 2000.

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26023 Demonstrate knowledge of mathematical principles for



NCS Purpose

Statement

People credited with this NCS are able to demonstrate knowledge of: algebra

to solve mechanical engineering problems; trigonometry to solve mechanical

engineering problems; and the use of complex numbers as applied to

mechanical engineering problems.



Learning Outcome 1 Demonstrate knowledge of algebra to solve mechanical engineering

problems.

Performance

Standard 1.1

Algebraic concepts and their applications are described.

Range Statement: concepts include but are not limited to – equations of

lines, formula manipulation, substitution.

Performance

Standard 1.2

Formulae are manipulated so as to make one unknown quantity the subject.

Performance

Standard 1.3

Algebraic functions are solved and graphed.

Range Statement: linear, polynomial, logarithmic, exponential.

Performance

Standard 1.4

Simultaneous equations of two unknowns and three unknowns are solved, and

solutions are interpreted.

Quadratic equations are solved by factorisation and the use of formula.

Learning Outcome 2 Demonstrate knowledge of trigonometry to solve mechanical engineering

problems.

Performance

Standard 2.1

Graphs are drawn of basic trigonometric functions.

Range Statement: sine with amplitude, phase, and period; cosine with

amplitude, phase, and period; tangent with phase and period.

Performance

Standard 2.2

Double-angle problems are solved.

Performance

Standard 2.3

Problems involving angles and sides are solved using trigonometric functions.

Range Statement: right angled and non-right angled triangles.

Learning Outcome 3 Demonstrate knowledge of the use of complex numbers as applied to

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mechanical engineering problems.

Performance

Standard 3.1

The nature of complex numbers and their applications are described.

Performance

Standard 3.2

Conversions from rectangular to polar form and from polar to rectangular

form are demonstrated.

Performance

Standard 3.3

Numerical operations are performed on complex numbers.

Range Statement: addition, subtraction, multiplication, division.

Performance

Standard 3.4

Given engineering problems are solved using complex numbers.

Explanatory Notes 1 All activities must comply with: any policies, procedures, and

requirements of the organisations involved; the ethical codes and

standards of relevant professional bodies; and any relevant legislative

and/or regulatory requirements which may include but are not limited to

the Occupational Safety and Health Act 2002, and its subsequent and

delegated legislation.

2 2 Assessment is to be ‘closed book’, with all relevant formulae

provided. Computers and/or non-programmable calculators may be

used.

Suggested

assessment methods

Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26024 Demonstrate knowledge of process control in mechanical

engineering


NCS Purpose

Statement

This NCS is for use in training of mechanical engineering trades, and covers

knowledge of the fundamentals of process control and its application to

mechanical plant.

People credited with this NCS are able to demonstrate knowledge of simple

control loops, process control components, and process control applications.



Learning Outcome 1 Demonstrate knowledge of simple control loops.

Performance

Standard 1.1

Open-loop and closed-loop control are distinguished, and an example of each

is given.

Performance

Standard 1.2

A diagram of a simple feedback closed-loop control system is drawn and its

operation explained with reference to the components and signals.

Range Statement: process variable, sensor, transducer, feedback signal,

controller, regulating signal, control element, setpoint, control limits.

Performance Discrete and continuous processes are distinguished, and an example of each

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Standard 1.3 is given.

Performance

Standard 1.4

Practical applications of simple feedback control processes in mechanical

engineering are outlined.

Range Statement: one process using mechanical feedback, one process using

electrical signals.

Learning Outcome 2 Demonstrate knowledge of process control components.

Performance

Standard 2.1

The purpose of transducers is described in terms of controlling mechanical

processes.

Performance

Standard 2.2

The principles of operation of transducers are described.

Range Statement: transducers – mass, weight, force, position, level,

pressure, temperature, flow-rate.

Evidence of four transducers is required.

Performance

Standard 2.3

The function of PLCs in process control is described with reference to input,

output, and programme logic.

Performance

Standard 2.4

The advantages of a PID controller are contrasted with those of a PLC.

Performance

Standard 2.5

The role of switches, motors, and actuators in controlling processes is

outlined with reference to two examples from mechanical engineering.

Learning Outcome 3 Demonstrate knowledge of process control applications.

Performance

Standard 3.1

The terms stand alone control, integrated control, and distributed control are

explained with reference to control of plant processes.

Performance

Standard 3.2

Signal communication methods used in real-time DCSs are outlined.

Range Statement: analogue, digital, current loop, digital networks.

Performance

Standard 3.3

The roles of SCADA and HMI in controlling industrial processes are

outlined, with the aid of a diagram of an industrial plant supplied by the

candidate.

Explanatory Notes 1. Definitions

DCS – Distributed Control System.

HMI – Human Machine Interface.

PID – Proportional Integral Derivative controller.

PLC – Programmable Logic Controller.

SCADA – Supervisory Control And Data Acquisition.

Suggested

assessment methods

Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26025Demonstrate knowledge of mechanical power transmission


NCS Purpose People credited with this NCS are able to demonstrate knowledge of belt

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Statement drives, chain drives, gears, shaft couplings, clutches and brakes, and variable

speed drives.



Learning Outcome 1 Demonstrate knowledge of belt drives.

Performance

Standard 1.1

Belt drives are identified, and their principles of operation and applications

explained in accordance with industry practice.

Range Statement: flat belt and pulley, V-belt and pulley, positive drive

(toothed) belt.

Performance

Standard 1.2

The term pitch diameter as it refers to a V-pulley is explained in accordance


Performance

Standard 1.3

Calculations involving pitch diameters and revolutions per minute of two

pulleys connected by a V-belt are performed.

Range Statement: where S1 is driver rotational speed;

D1 is driver pitch diameter;

S2 is driven rotational speed;

D2 is driven pitch diameter.

evidence of a minimum of two calculations is required.

Performance

Standard 1.4

Symptoms of belt deterioration are identified.

Range Statement: evidence of two symptoms is required.

Learning Outcome 2 Demonstrate knowledge of chain drives.

Performance

Standard 2.1

The principles of operation and application of chain drives is explained in

accordance with industry practice.

Performance

Standard 2.2

The term chain pitch is explained in accordance with industry practice.

Performance

Standard 2.3

Two chain adjustment methods are outlined in accordance with industry

practice.

Performance

Standard 2.4

A method for estimating chain wear is outlined in accordance with industry

practice.

Performance

Standard 2.5

Calculations involving sprocket teeth and rotational speed of a chain drive are

performed.

Range Statement: evidence of a minimum of two calculations is required.

Performance

Standard 2.6

Common chain drive problems and their symptoms are described in



Learning Outcome 3 Demonstrate knowledge of gears.

Performance

Standard 3.1

Gear drives are identified, and their principles of operation and applications


Range Statement: spur gear, helical gear, double helical gear, rack and

pinion, internal gearing, worm and wheel, bevel gear, planetary gears.

Performance

Standard 3.2

The terms circular pitch, pitch diameter, gear ratio, and backlash are


Performance

Standard 3.3

Calculations involving numbers of gear teeth and rotational speed of a gear

drive are performed.

2211DSDS

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Range Statement: evidence of a minimum of two calculations is required.

Performance

Standard 3.4

Common gear drive problems and their symptoms are described in



Learning Outcome 4 Demonstrate knowledge of shaft couplings.

Performance

Standard 4.1

Shaft couplings are identified, and their principles of operation and

applications explained in accordance with industry practice.

Range Statement: couplings – rigid, flexible, fluid, universal joint.

Evidence of one example from each type is required.

Performance

Standard 4.2

Common coupling problems and their symptoms are described in accordance



Learning Outcome 5 Demonstrate knowledge of clutches and brakes.

Performance

Standard 5.1

Clutches and brakes are identified, and their principles of operation and

applications explained in accordance with industry practice.

Range Statement: clutches and brakes may include – dog-tooth, cone,

expanding shoe, plate, centrifugal, magnetic, sprag; band brake.

Evidence of three is required.

Performance

Standard 5.2

Common clutch and brake problems and their symptoms are described in



Learning Outcome 6 Demonstrate knowledge of variable speed drives.

Performance

Standard 6.1

The main advantage of using variable speed drives is stated.

Performance

Standard 6.2

The principles of operation of variable speed drives are described in


Range Statement: mechanical drives may include – variable pitch, traction;

hydraulic drives may include – hydrostatic, hydrodynamic, hydroviscous;

electric drives may include – direct current, alternating current, eddy current.

Evidence of one mechanical, one hydraulic, and one electric drive is required.


Culley, Ron, ed. Fitting and Machining. ISBN 0724138196 (Melbourne:

RMIT Publishing, 2009).

2 Definition

Industry practice – safe and sound trade practice generally accepted by


Suggested

assessment methods

Resource

requirements

SAG responsible for

developing this NCS




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NCS Code and Title ER26026Demonstrate knowledge of modern manufacturing concepts and

their significance in plant maintenance


NCS Purpose

Statement

This NCS is for use in training of mechanical engineering trades employed in

the maintenance of manufacturing plants, and covers a range of concepts used

in modern manufacturing enterprises and their significance in the

maintenance of engineering plant.

People credited with this NCS are able to demonstrate knowledge of modern

manufacturing concepts, and statistical process control.



Learning Outcome 1 Demonstrate knowledge of modern manufacturing concepts.

Performance

Standard 1.1

The concept of lean manufacturing is explained with reference to the types of

waste in production processes.

Performance

Standard 1.2

Practical examples of waste in a manufacturing environment are given.

Range Statement: examples covering – over-production, waiting time,

transportation, over-processing, inventory, motion, scrap.

Performance

Standard 1.3

The key tools used to implement lean manufacturing are briefly explained,

with reference to their influence on plant maintenance.

Range Statement: key tools – Kaizen, Just in Time, Kanban, Poka Yoke,

TQM, TPM, 5S, SMED.

Performance

Standard 1.4

The concept of agile manufacturing is explained with reference to its purpose

and how it can be achieved.

Learning Outcome 2 Demonstrate knowledge of statistical process control.

Performance

Standard 2.1

The nature and purpose of statistical process control are explained without

use of mathematics.

Performance

Standard 2.2

The use of control charts in a production process is explained from the

perspective of plant maintenance activities.

Performance

Standard 2.3

The concepts of 3 Sigma and 6 Sigma in process control are explained

without use of mathematics.

Performance

Standard 2.4

An Xbar-R (Shewhart) chart is prepared from given process measurements

and analysed to establish whether the process is in control or not.

Explanatory Notes 1. Definitions

3 Sigma – a process in which the control limits are at ±3 standard deviations

from the mean.

5S – methodology for waste elimination through workplace organisation,

centred around five Japanese concepts, translated as: sort, straighten, shine,

standardise, and sustain.

6 Sigma – quality measurement and improvement programme which focuses

on achieving very low failure rates, such as when the process control limits

are ±6 standard deviations from the mean.

Agile manufacturing – the ability to accomplish rapid changeover between the

manufacture of different products.

Just in Time – an inventory strategy for improvement of return on investment

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by reducing in-process inventory and associated costs.

Kaizen – an approach to productivity, based on continuous incremental

process improvements through elimination of waste in machinery, labour, and

production methods.

Kanban – a ‘pull’ system at a stock point in which a supply batch is ordered

only when a previous batch is withdrawn. Used to implement Just in Time.

Lean manufacturing – a manufacturing methodology emphasizing the

minimisation of all resources (including time) used in an enterprise, and

typically employing Just in Time, Kaizen, Kanban, TQM, and TPM. Also

referred to as Competitive Manufacturing.

Poka Yoke – a methodology for preventing errors by imposing limits on an

operation which force its correct completion.

SMED – Single Minute Exchange of Die, a strategy for rapid changeover of

tooling.

TPM – Total Productive Maintenance, an approach to maintenance

emphasizing preventive and predictive maintenance activities.

TQM – Total Quality Management, a management strategy aimed at

embedding awareness of quality in all processes of an organisation.

Suggested

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requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26027 Demonstrate knowledge of modern engineering plant

maintenance practice


NCS Purpose

Statement


the maintenance of manufacturing plants, and covers strategies and

techniques used in the maintenance of modern manufacturing plants.

People credited with this NCS are able to: demonstrate knowledge of plant

maintenance strategies and activities, and diagnostics in mechanical plant;

and perform a Root Cause Analysis of a mechanical failure.



Learning Outcome 1 Demonstrate knowledge of plant maintenance strategies.

Performance

Standard 1.1

Different approaches to plant maintenance and their impact in a

manufacturing environment are explained with practical examples.

Range Statement: approaches – reactive, planned, preventative, predictive,

proactive.

Performance

Standard 1.2

The concepts of Reliability Centred Maintenance and Total Productive

Maintenance are outlined with reference to impact on plant and process

reliability.

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Performance

Standard 1.3

Key performance indicators for plant reliability are identified and their

meanings explained.

Range Statement: evidence of at least three key performance indicators is

required.

Learning Outcome 2 Demonstrate knowledge of plant maintenance activities.

Performance

Standard 2.1

Typical maintenance planning, scheduling, and shutdown activities are

outlined for a modern manufacturing plant, with reference to relevant

management systems.

Performance

Standard 2.2

Machine maintenance activities are outlined.

Range Statement: cleaning, servicing, adjusting, monitoring, fault finding,

repair.

Performance

Standard 2.3

Condition monitoring techniques are described with reference to purpose,

fundamental instrument principle, and application in a maintenance

programme.

Range Statement: techniques – vibration analysis, ultrasonic detection, oil

analysis, infrared thermal imaging.

Learning Outcome 3 Demonstrate knowledge of diagnostics in mechanical plant.

Performance

Standard 3.1

The principles of fault diagnosis are explained.

Range Statement: symptoms, measurement, observation of intermediate

points, use of manuals and fault finding data, logical analysis, fault location.

Performance

Standard 3.2

Common problems in mechanical plant are described with reference to

symptoms, cause, and remedy.

Range Statement: evidence of five different problems is required.

Learning Outcome 4 Perform a Root Cause Analysis of a mechanical failure.

Range Statement: evidence of any one method of performing and presenting

the root cause analysis may be used.

Performance

Standard 4.1

All data relating to the failure are investigated and listed.

Performance

Standard 4.2

A causal factor chart or tree is prepared, presenting all events and conditions

leading to the failure.

Performance

Standard 4.3

Root causes are deduced using a decision diagram.

Performance

Standard 4.4

Recommendations to address the root causes are developed to prevent similar

failures.

Performance

Standard 4.5

Analysis is documented in tabular format, showing root causes and

recommendations as a minimum.


Reliability Centred Maintenance – a planned maintenance strategy that is

needs-based, providing the best mix of plant reliability and cost effectiveness.

Root Cause Analysis – a systematic approach to finding the root cause of

failure, which, if removed, will prevent recurrence.

Total Productive Maintenance – a company-wide philosophy of maintenance

that involves the entire company and focuses on continuous improvement.

Suggested

assessment methods

Resource

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requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26028 Perform planned maintenance work on mechanical equipment


NCS Purpose

Statement


the plant maintenance, and covers performance of planned maintenance work.

People credited with this NCS are able to: prepare for maintenance of

mechanical equipment; maintain mechanical equipment; and notify

completion of maintenance and document results.



Learning Outcome 1 Prepare for maintenance of mechanical equipment.

Performance

Standard 1.1

Maintenance work is sequenced in accordance with maintenance schedules.

Performance

Standard 1.2

Appropriate personnel are consulted to ensure the work is coordinated

effectively with others involved on the worksite in accordance with worksite

procedures.

Performance

Standard 1.3

Normal operating principles of the equipment are ascertained to the extent

necessary to perform the maintenance work.

Performance

Standard 1.4

Maintenance records, materials, tools, and instruments necessary to complete

the work are assembled in accordance with maintenance instructions.

Performance

Standard 1.5

Hazards are identified and managed, and, where appropriate, shutdown

procedures are ascertained and initiated in accordance with worksite

procedures.

Learning Outcome 2 Maintain mechanical equipment.

Performance

Standard 2.1

Equipment is maintained in accordance with maintenance records and

instructions. Any unforeseen events or conditions are responded to in


Performance

Standard 2.2

Maintenance work does not damage the equipment or adjacent plant.

Performance

Standard 2.3

Maintenance work reflects safe working practices in accordance with industry

practice.

Learning Outcome 3 Notify completion of maintenance and document results.

Performance

Standard 3.1

Appropriate personnel are notified of the completion of the maintenance work

and of any suggestions for improvements or modifications in accordance with


Performance

Standard 3.2

Maintenance records are updated in accordance with worksite procedures.


Occupational Safety and Health Act 2002.

2 Definitions

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Industry practice – safe and sound practices generally accepted by competent

trade persons within the mechanical engineering industry.




requirements.

3 Range

Planned maintenance work – any scheduled maintenance activity such as

servicing, alignment, adjustment, condition monitoring, leak detection,

replacement of components.

Evidence of ten different types of maintenance activity is required.

Suggested

assessment methods

Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26029 Describe the principles of static and dynamic balancing, and

carry out static balancing


NCS Purpose

Statement

People credited with this NCS are able to describe the principles of static and

dynamic balancing, and carry out static balancing of components.



Learning Outcome 1 Describe the principles of static and dynamic balancing.

Performance

Standard 1.1

The difference between static and dynamic balancing of components is

described.

Performance

Standard 1.2

The terminology associated with static and dynamic balancing is used.

Range Statement: force of gravity, centrifugal force, axis of rotation, bearing

vibration, balancing weights, weight placement.

Performance

Standard 1.3

The effects of an out of balance component on machine performance are

described.

Methods of statically and dynamically balancing components are described

with reference to balancing equipment and material addition and removal.

Range Statement: components – flywheel or disk, large rotor.

Learning Outcome 2 Carry out static balancing of components.

Range Statement: may include but is not limited to – lathe face plates,

shafts, grinding wheels, propellers, impellors, fans;

evidence is required for the balancing of at least two components.

Performance

Standard 2.1

Safety hazards are identified, and precautions are taken in accordance with


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Performance

Standard 2.2

Components are statically balanced in accordance with job requirements.

Performance

Standard 2.3

Balancing of components is recorded and checked in accordance with




2 Definition






requirements.

Suggested

assessment methods

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requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26030 Apply sketching techniques and produce drawings for



NCS Purpose

Statement

People credited with this NCS are able to describe and apply sketching

techniques for mechanical engineering, and produce drawings in CAD for

mechanical engineering.



Learning Outcome 1 Describe and apply sketching techniques for mechanical engineering.

Range Statement: projections – axonometric (isometric, diametric, and

trimetric), oblique, orthographic, auxiliary, sectional views.

Performance

Standard 1.1

Sketching techniques are described in terms of their application.

Performance

Standard 1.2

Sketching techniques are applied to meet task requirements.

Learning Outcome 2 Produce drawings in CAD for mechanical engineering.

Range detail (orthographic) drawings, assembly drawings.

Performance

Standard 2.1

Drawings are produced that demonstrate an accuracy and clarity which meets

task requirements.

Range Statement: detail drawings – dimensioning, limits and fits, surface

finish, geometric tolerancing, keyways, fastenings, conventional

representations of common features, welding and fabrication symbols,

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standard abbreviations;

assembly drawings – dimensioning, limits and fits, surface finish, geometric

tolerancing, keyways, fastenings, conventional representations of common

features, welding and fabrication symbols, standard abbreviations, materials

list, numbering and/or filing system, Bill of Materials, change notices,

drawing change notation, document control.

Explanatory Notes 1 All activities must comply with: any policies, procedures, and


standards of relevant professional bodies; and any relevant legislative

and/or regulatory requirements which may include but are not limited to

the Occupational Safety and Health Act 2002, and its subsequent and

delegated legislation.

2 Drawings produced for this NCS must be in accordance with the

following publications, their subsequent amendments, or international

equivalent:

NZS/AS 1100.101:1992: Technical Drawing – General principles;

NZS/AS 1100.201:1992: Technical Drawing – Mechanical engineering

drawing.

3 Computer aided design (CAD) refers to software that is two-

dimensional (2D), three-dimensional (3D), or is a combination of these

features.

Suggested

assessment methods

Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26031 Demonstrate knowledge of new technology developments

relevant to the mechanical engineering industry


NCS Purpose

Statement

This NCS is intended for advanced mechanical engineering trades people and

covers knowledge of mechanical engineering technology developments

relevant to their industry.

People credited with this NCS are able to demonstrate knowledge of new

technology developments and their impact on a particular workplace within

the mechanical engineering industries; and prepare a business case for

improvements to a mechanical engineering enterprise through the use of a

new technology.



Learning Outcome 1 Demonstrate knowledge of new technology developments and their impact on

a particular workplace within the mechanical engineering industries.

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Range Statement: mechanical engineering industries could be one of the

following – engineering fabrication, fire protection, general and maintenance

engineering, mechanical services, or precision engineering.

Evidence of two new technology developments is required.

Performance

Standard 1.1

The features of the new development are explained in terms of its application

in a particular workplace.

Performance

Standard 1.2

The implications of introducing the new development in a particular

workplace are analysed.

Range Statement: cost, manpower, quality, productivity.

Performance

Standard 1.3

Sources of information are documented in accordance with the workplace

style guide.

Learning Outcome 2 Prepare a business case for improvements to a mechanical engineering

enterprise through the use of a new technology.

Performance

Standard 2.1

Business case clearly documents shortcomings of present technology and how

this may be improved through the use of a new technology.

Performance

Standard 2.2

Business case compares at least two options and identifies the most suitable

with costs and benefits expressed in measurable terms.

Performance

Standard 2.3

The standard and format of the business case meet company practice.


New technology – technology that has been developed or become

commercially available in the past five years, or existing technology that is

being used for a new application.

Workplace style guide refers to any set of standards for the writing and design

of documents that is acceptable and appropriate to the workplace for which

the development is intended.

Suggested

assessment methods

Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26032 Carry out tests and measurements using approved procedures

within mechanical engineering contexts


NCS Purpose

Statement

People credited with this NCS are able to: prepare for testing and measuring;

carry out tests and measurements in accordance with approved procedures

within mechanical engineering contexts; and record and report results.



Learning Outcome 1 Prepare for testing and measuring.

Performance

Standard 1.1

Preparation includes the development of working documents to meet the

requirements of the supplied plan and job specifications.

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Range Statement: documents – work sheets, check sheets.

Performance

Standard 1.2

Worksite is prepared to the plan requirements and job specifications.

Range Statement: accessibility, personnel safety, plant security.

Performance

Standard 1.3

Preparation ensures that equipment and materials are available when required,

and checked as functional and accurate to the plan requirements and job

specifications.

Performance

Standard 1.4

Briefing and preparation of personnel ensures that they are able to meet the

plan requirements and job specifications.

Learning Outcome 2 Carry out tests and measurements in accordance with approved procedures

within mechanical engineering contexts.

Performance

Standard 2.1

Tests and measurements are carried out to specified standards and/or the

organisation's requirements in accordance with industry practice and worksite

procedures.

Range Statement: use of equipment, test procedures, data recording,

tolerances, timings.

Performance

Standard 2.2

Monitoring and evaluation of results are carried out in accordance with

specified standards, industry practice, and/or the organisation's requirements

and processes.

Performance

Standard 2.3

Actions are taken in accordance with the worksite procedures to ensure

validity of results.

Range Statement: re-test, re-sample, report, take contingency actions.

Learning Outcome 3 Record and report results.

Performance

Standard 3.1

Results are recorded in accordance with plan requirements and worksite

procedures.

Performance

Standard 3.2

Results are reported within agreed timeframes in accordance with the plan

and worksite procedures.

Range Statement: format, content, distribution.



Resource Management Act 1991.

American Society of Heating, Refrigerating and Air-Conditioning Engineers,

Inc. (ASHRAE). Standard 111-2008, Measurement, Testing, Adjusting, and

Balancing of Building Heating, Ventilation, Air-Conditioning, and

Refrigeration Systems. ASHRAE, 2008. Available from:

http://www.ashrae.org.

Chartered Institution of Building Services Engineers (CIBSE). CIBSE

Commissioning Codes. CIBSE, 2003. Available from:

http://www.cibse.org/index.cfm?go=publications.view&item=398.

Sheet Metal and Air Conditioning Contractors National Association

(SMACNA). HVAC Systems – Testing, Adjusting and Balancing, Third

Edition. SMACNA, 2002. Available from:

http://www.smacna.org/bookstore/index.cfm.

2 Definitions

Approved procedures – include national standards, industry standards and the

organisation's standards such as documented worksite procedure

Industry practice – safe and sound practices accepted by the mechanical

http://www.ashrae.org/

http://www.cibse.org/index.cfm?go=publications.view&item=398

http://www.smacna.org/bookstore/index.cfm

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engineering industry.

Job specifications – instructions relevant to the safe completion of the specific

task, such as technical specifications, assembly instructions, drawings, parts

lists, standards, codes of practice, test and commissioning procedures, and

verbal instructions.



procedures, job procedures, quality assurance processes and procedures, and

other procedures for the handling and disposal of materials and waste.

3 The following apply to this NCS:

a. All activities must demonstrate safe working practices.

b. All activities must be completed independently and reported within

accepted timeframes.

c. All work practices must meet worksite's documented quality management

requirements. This includes documentation of activities, events,

assumptions, and decisions.

d. All required equipment must be set up, started up, operated, and shut

down in accordance with the organisation's documented procedures.

e. All activities must comply with: any policies, procedures, and


standards of relevant professional bodies; the cultural requirements of the

organisations and individuals involved; and any relevant legislative and/or

regulatory requirements, which can include but are not limited to those

listed in the references.

4 The supplied plan includes the aims of the testing and measuring activity,

the nature of the required outcomes, worksite requirements, requirements

and/or procedures for the use of equipment, data recording requirements,

and requirements for the evaluation and reporting of results.

5 Range

Tests and measurements include but are not limited to – fluid flow, pressure,

temperature, vibration, humidity, angular and linear velocities, thermal

contraction and expansion, stresses and strains, electrical supply, and physical

measurements.

Suggested

assessment methods

Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26033 Demonstrate and apply knowledge of mechanical statics for



NCS Purpose People credited with this NCS are able to: describe given concepts in

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Statement mechanical statics; apply mechanical statics principles to specified

applications; and apply stress and strain principles to steel components.



Learning Outcome 1 Describe given concepts in mechanical statics.

Range Statement: concepts – statics, equilibrium, forces, vectors, stress,

strain.

Performance

Standard 1.1

Concepts are described in terms of main features, purpose, and use.

Performance

Standard 1.2

Supporting practical examples provide valid illustrations of the concepts.

Learning Outcome 2 Apply mechanical statics principles to specified applications.

Performance

Standard 2.1

The principles of forces, moments, and couples are applied to specified

applications.

Range Statement: applications – coplanar force systems, loading of beams,

frameworks, centres of gravity.

Learning Outcome 3 Apply stress and strain principles to steel components.

Performance

Standard 3.1

Direct stress, indirect stress, and direct strain calculations are performed to

determine the suitability of components for use.

Performance

Standard 3.2

Torsional stress and strain calculations are performed to determine the

suitability of solid and hollow sections for use.

Performance

Standard 3.3

Determined working stresses conform with published allowable stresses for

given types of loading, fixing, and factors of safety.

Range Statement: published allowable stresses – manufacturers’ and/or

material suppliers’ data.

Performance

Standard 3.4

Second moments of area are calculated on the basis of determined working

stress and/or allowable working stress.

Explanatory Notes All activities must comply with: any policies, procedures, and requirements of

the organisations involved; the ethical codes and standards of relevant

professional bodies; and any relevant legislative and/or regulatory

requirements which may include but are not limited to the Occupational

Safety and Health Act 2002, and its subsequent and delegated legislation.

Suggested

assessment methods

Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26034 Demonstrate knowledge of job costing in mechanical

engineering


NCS Purpose People credited with this NCS are able to: demonstrate knowledge of the

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Statement Consumer Guarantees Act 1993 and of factors influencing job costing; and

prepare an estimate for a mechanical engineering job.



Learning Outcome 1 Demonstrate knowledge of the Consumer Guarantees Act 1993.

Performance

Standard 1.1

Legal responsibilities of relevance to a tradesperson under the Consumer

Guarantees Act 1993 are outlined.

Range Statement: Supply of goods may include – title, quality, fitness for

purpose, compliance with description, price; supply of services may include –

care and skill, fitness for purpose, time of completion, price.

Evidence of five responsibilities is required.

Learning Outcome 2 Demonstrate knowledge of factors influencing job costing.

Performance

Standard 2.1

Cost factors involved in the running of a mechanical workshop are explained

with indications of typical costs.

Range Statement: Time, materials, consumables, overheads, profits, interest.

Performance

Standard 2.2

Typical workshop overheads are identified in accordance with the entity’s job

costing guidelines.

Performance

Standard 2.3

Sources of income for a workshop are identified in accordance with the

entity’s job costing guidelines.

Performance

Standard 2.4

The difference between an estimate and a quotation is explained in terms of

their legal status.

Learning Outcome 3 Prepare an estimate for a mechanical engineering job.

Range Statement: Estimate for making a component or assembly to a given

specification, or for performing a service such as a repair or overhaul in

accordance with the entity’s job costing guidelines.

Performance

Standard 3.1

Estimate itemises required materials and consumables.

Performance

Standard 3.2

Estimate includes labour costs.

Performance

Standard 3.3

Estimate includes additional expenses such as hireage or transport.

Performance

Standard 3.4

Estimate includes allowances for overheads, and profit.

Performance

Standard 3.5

Estimate includes total and Goods and Service Tax.

Performance

Standard 3.6

Estimate is documented, either manually or on a spreadsheet.


Consumer Guarantees Act 1993.

2 Definitions

An entity – may include but is not limited to: an entire organisation; a part of

an organisation such as a cost-centre, department, or branch; a small-to-

medium enterprise (SME).

Job costing guidelines – guidelines for determining or calculating costs for

each job to ensure the pricing covers actual costs and provides a profit. Costs

may include but is not limited to: labour, material, consumables, utilities such

as power, water, and communications, machine and equipment, inspection,

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transportation, hire, outsourcing, rent.

3 Assessment Information

Candidates must be assessed against this NCS in their workplace using

naturally occurring evidence, or in a realistic simulation of such a context.

Competence must be demonstrated within timeframes expected in a

commercial environment.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26035 Demonstrate basic knowledge of engineering materials


NCS Purpose

Statement

People credited with this NCS are able to, in terms of engineering materials,

demonstrate basic knowledge of the production of engineering materials;

compare physical characteristics of engineering materials; and identify the

selection factors and applications of engineering materials.



Learning Outcome 1 Demonstrate basic knowledge of the production of engineering materials

Performance

Standard 1.1

The primary raw materials used in the production of engineering materials are

identified.

Performance

Standard 1.2

Key process steps in the production of engineering materials are identified.

Learning Outcome 2 Compare physical characteristics of engineering materials.

Performance

Standard 2.1

Engineering materials are compared qualitatively in terms of their physical

characteristics.

Range Statement: physical characteristics – machinability, weldability,

hardenability, malleability, ductility, durability, thermal conductivity,

electrical conductivity, surface texture / finish, strength, density, hardness,

lustre, colour, melting point, wear resistance.

Learning Outcome 3 Identify the selection factors and applications of engineering materials.

Performance

Standard 3.1

Common applications of engineering materials are identified.

Range Statement: two applications for each engineering material.

Performance

Standard 3.2

Factors influencing the selection of materials are identified.

Range Statement: may include but is not limited to – cost, availability,

preparation time, appropriateness for job, ease of working, job specifications,

mechanical properties, machine capability.

Mechanical properties, appropriateness for job, and at least one other factor

are required.

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Explanatory Notes 1. Definition

Primary raw materials – include basic and fundamental compounds,

elements, and agents used to produce engineering materials.

2. Assessment information

This unit is intended to cover entry level knowledge of engineering materials,

to establish a foundation knowledge base.

3. Range

Engineering materials – wood, metal, concrete, polymers.

Suggested

assessment methods

Resource

requirements

SAG responsible for

developing this NCS




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NCS Code and Title ER26036 Select, use, and care for, engineering hand tools


NCS Purpose

Statement

People credited with this NCS are able to select, use and care for, engineering

hand tools.



Learning Outcome 1 Select and use engineering hand tools.

Range Statement: Development of a basic knowledge of practices within

one trade area of an engineering trade

Performance

Standard 1.1

Hazards associated with hand tool use are identified in accordance with hand

tool type and industry practice.

Performance

Standard 1.2

Hand tools are selected in accordance with industry practice.

Performance

Standard 1.3

Hand tools are used to meet task requirements in accordance with industry

practice.

Learning Outcome 2 Care for engineering hand tools.

Performance

Standard 2.1

Hand tools are inspected for damage and faults and supervisor advised.

Performance

Standard 2.2

Hand tools are serviced and stored in accordance with industry practice.

Explanatory Notes 1. References

Occupational Health and Safety Act (Samoa) 2002


2. Definitions



Serviced – routine actions that ensure operational integrity. Examples include

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cleaning, lubricating, and minor adjustments.


Engineering hand tools applicable to this NCS fall within the following

categories:

Cutting tools, which may include but are not limited to – hacksaws, chisels,

files, hole punches, tin snips.

Assembly tools, which may include but are not limited to – hammers,

punches, vices, clamps, spanners, wrenches (including impact and torque),

pliers

Evidence is required for a minimum of three hand tools from each category.

Suggested

assessment methods


Resource

requirements

Hand tools of different types

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26037 Select, use, and care for simple measuring devices used in

engineering


NCS Purpose

Statement

People credited with this NCS are able to select, use, and care for simple

measuring devices used in engineering.



Learning Outcome 1 Select simple measuring devices.

Performance

Standard 1.1

Devices are selected, having regard to the quantity to be measured, expected

magnitude, and avoidance of device overload.

Learning Outcome 2 Use simple measuring devices.

Performance

Standard 2.1

Measurements are correct within the accuracy of the device.

Performance

Standard 2.2

Measurements are validated by re-measurement with the same or an alternate

device.

Performance

Standard 2.3

Measuring devices and objects to be measured are not damaged during the

measurement.

Performance

Standard 2.4

Measurements are recorded in accordance with industry practice.

Range Statement: Number of decimal places, units, prefixes, symbols.

Learning Outcome 3 Care for simple measuring devices.

Performance

Standard 3.1

Common faults in measuring devices are identified.

Range Statement: May include but is not limited to – deformation,

breakages, stickiness, not zeroing, missing parts, expired calibration;

evidence of four faults is required.

Performance

Standard 3.2

Measuring devices are handled and stored in a manner that maintains their

integrity.

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Explanatory Notes 1 Definition




Simple measuring devices include but are not limited to – rules, steel tapes,

spring callipers, friction callipers, protractors, thermometers, mass balances,

spring balances, stop watches, spirit levels, plumb bobs, and fixed gauges

(Go/NoGo, thread, length).

Evidence is required for the selection, use, and care of at least six measuring

devices.

Suggested

assessment methods


Resource

requirements

Tape measure, folding rule, divider ,engineering square

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26038 Manually construct plane geometric shapes for engineering


NCS Purpose

Statement

People credited with this NCS are able to manually construct plane geometric

shapes for engineering.



Learning Outcome 1 Manually construct plane geometric shapes for engineering.

Range Statement: This course is confined to sketches only of orthogonal and

pictorial views of detail drawings.

Performance

Standard 1.1

Geometric construction meets shape specification in accordance with AS

1100.

Performance

Standard 1.2

Construction process for the shapes meets requirements for method and

accuracy in accordance with AS 1100.

Learning Outcome 2 Sketch orthographic, isometric and oblique projections of simple components.

Performance

Standard 2.1

Identify the various views in orthogonal projection and produce simple third

angle projections ketches from pictorial drawings.

Performance

Standard 2.2

Produce isometric pictorial sketches with circular shapes from third angle

projection drawings.







2 Definition

Simple drawing instruments – basic engineering drawing instruments such as

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compass, rules, set squares, and templates.


Assessment against this NCS requires the construction of plane geometric

shapes including rectangle, square, circle, ellipse, tangential arc, triangle,

polygon(s), and parts thereof, using simple drawing instruments. The

construction of shapes as defined will include the bisection of angles and

lines, and the division of lines into equal parts.

Suggested

assessment methods

Observation, Project, written test,

Resource

requirements

A4 paper, Drawing set, set square, samples, white board

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26039 Demonstrate knowledge of common engineering metals


NCS Purpose

Statement


types, properties and characteristics of common engineering metals; describe

the selection, use, and processing of common engineering metals; and

demonstrate knowledge of the effect that external factors have on common

engineering metals.



Learning Outcome 1 Demonstrate knowledge of the types, properties, and characteristics of

common engineering metals.

Range Statement: Physical characteristics include but are not limited to –.

machinability, weldability, hardenability, malleability, ductility, durability,

thermal conductivity, electrical conductivity, surface texture / finish, strength,

density, hardness, luster, colour, melting point, wear résistance. At least six

physical characteristics for each of the common metals are required.

Performance

Standard 1.1

The difference between pure metals and metal alloys is described, with

reference to examples.

Range Statement: At least two pure metals and at least two metal alloys.

Performance

Standard 1.2

The difference between ferrous and non-ferrous metals is described with

reference to examples.

Range Statement: At least 2 ferrous metals and at least four non-ferrous

metals.

Performance

Standard 1.3

Basic elemental composition of common engineering metals is identified.

Performance

Standard 1.4

Common engineering metals are compared in terms of their physical

characteristics.

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Range Statement: Physical characteristics include but are not limited to –.

machinability, weldability, hardenability, malleability, ductility, durability,

thermal conductivity, electrical conductivity, surface texture / finish, strength,

density, hardness, lustre, colour, melting point, wear resistance.

At least six physical characteristics for each of the common metals are

required.

Performance

Standard 1.5

Terms used to describe material properties of common engineering metals are

defined.

Range Statement: Terms include but are not limited to – tensile stress, shear

stress, compressive stress, yield stress, proof stress, strain, % elongation,

creep resistance, bending, twisting, impact strength, toughness, fatigue

strength, wear resistance, hardness.

At least four characteristics are required.

Learning Outcome 2 Demonstrate knowledge of the selection, use, and processing of common

engineering metals.

Performance

Standard 2.1

Factors influencing the selection of common engineering metals are

described.

Range Statement: Factors include but are not limited to – cost, availability,

preparation time, appropriateness for job, ease of working, job specifications,

mechanical properties, machine capability.

Description of the mechanical properties, appropriateness for job, and at least

two other factors is required.

Performance

Standard 2.2

Applications of common engineering metals are identified.

Range Statement: At least 3 applications for each common engineering

metal are required.

Performance

Standard 2.3

Methods of processing common engineering metals are identified.

Range Statement: Includes but is not limited to – casting, rolling, forging,

extrusion, drawing, spinning, stamping and forming, punching and blanking,

machining processes.

Learning Outcome 3 Demonstrate knowledge of the effect that external factors have on common

engineering metals.

Performance

Standard 3.1

Changes to the states of heat treated metals are defined.

Range Statement: Metals composed of 2% carbon, heated from ambient to

1300ºC; states include but is not limited to – austenite, martensite, pearlite,

cementite, bainite, ferrite, ledeburite.

Performance

Standard 3.2

Changes to metals caused by normalising, annealing, and hot working are

identified.

Range Statement: Changes – grain structure, strength, hardness, ductility,

magnetism, dimensions, colour;

hot working – rolling, bending, forging, drawing, extrusion, casting.

Performance

Standard 3.3

Changes to metals caused by cold working are identified.

Range Statement: Changes – grain structure, strength, ductility, hardness,

malleability;

cold working – bending, rolling, punching, blanking, spinning, stamping,

forming.

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Performance

Standard 3.4

Corrosive processes and preventive measures are identified.

Range Statement: Corrosive processes include but are not limited to – dry

corrosion, wet corrosion, galvanic action.

Identification of five preventive measures is required.


Common engineering metals – includes but is not limited to – iron, carbon

steels, austenitic stainless steels, aluminium, copper, brasses, bronzes, zinc.

2 References

National and International standards setting bodies applicable to this NCS

include but are not limited to – American Iron and Steel Institute (AISI),

ASTM International, British Standards Institution (BSI), Standards New

Zealand (NZS), International Organisation for Standardisation (ISO),

Japanese Industrial Standards (JIS), Standards Australia (AS), Deutsches

Institut für Normung e. V. (German Institute for Standardisation (DIN)).


This NCS is intended to cover entry level knowledge of common engineering

metals, to establish a foundation knowledge base.

Suggested

assessment methods


Resource

requirements

Grinder, flat file, hacksaw, samples, white board

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26040 Demonstrate knowledge of the composition of common

engineering metals


NCS Purpose

Statement

People credited with this NCS are able to demonstrate knowledge of ferrous

and non-ferrous metals and their composition, and of techniques for

determining the composition of engineering metals.



Learning Outcome 1 Demonstrate knowledge of ferrous metals and their composition.

Range Statement: Selection of three ferrous metals for each of six


Performance

Standard 1.1

Types of ferrous metals are identified in terms of their unique physical

characteristics.

Range Statement: Steels – plain carbon steel, alloy steel, stainless steel, tool

steel, cast steel, specialized steels, structural steels; cast iron – grey cast iron,

white cast iron, malleable cast iron, ductile cast iron (or spheroidal graphite

(SG) iron).

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Performance

Standard 1.2

The hardening effects of carbon content on ferrous metals are described in

qualitative terms.

Performance

Standard 1.3

The effect of alloying elements on the material properties of ferrous metals is

described in qualitative terms.

Range Statement: Description is required for eight elements.

Performance

Standard 1.4

Ferrous metals are selected for common engineering applications, and the

selections justified.

Range Statement: Selection of three ferrous metals for each of six


Learning Outcome 2 Demonstrate knowledge of non-ferrous metals and their composition.

Performance

Standard 2.1

Types of non-ferrous metals are identified in terms of their unique physical

characteristics.

Range Statement: Includes but is not limited to – tin, magnesium, nickel,

titanium, beryllium, lead.

Performance

Standard 2.2

The elemental composition and unique physical characteristics between cast

and wrought aluminum alloys are compared.

Performance

Standard 2.3

The elemental composition and unique physical characteristics of non-ferrous

alloys are identified.

Range Statement: Non-ferrous alloys - brasses, bronzes, copper alloys,

nickel alloys, magnesium alloys.

Evidence is required for at least two of each non-ferrous alloy.

Performance

Standard 2.4

Non-ferrous metals are selected for common engineering applications, and the

selection justified.

Range Statement: Selection of three non-ferrous metals for each of six


Learning Outcome 3 Demonstrate knowledge of techniques for determining the composition of

engineering metals.

Performance

Standard 3.1

Techniques for determining chemical composition of metals are identified

and related to their method and application.

Range Statement: Colour and number code, magnetic test, mass

spectroscopy, wet chemical analysis.


Common engineering metals – include but is not limited to – iron, carbon

steels, austenitic stainless steels, aluminum, copper, brasses, bronzes, zinc.

Material properties – performance factors which may include but are not

limited to – tensile stress, shear stress, compressive stress, yield stress, proof

stress, strain, % elongation, creep resistance, bending, twisting, impact

strength, toughness, fatigue strength, wear resistance, hardness.

Physical characteristics – factors that distinguish one metal from another

such as machinability, weldability, hardenability, malleability, ductility,

durability, thermal conductivity, electrical conductivity, surface texture/finish,

strength, density, hardness, luster, colour, melting point, wear resistance

2 References



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Zealand

(NZS), International Organisation for Standardisation (ISO), Japanese

Industrial Standards (JIS), Standards Australia (AS), Deutsches Institut für

Normung e. V. (German Institute for Standardisation (DIN)).

Suggested

assessment methods

Assessment method for this NCS are designed to ensure that students are

given every opportunity to demonstrate competence and the relevant

underpinning knowledge

Resource

requirements

Ferrous and non Ferrous metals, Oxy-Acetylene set, Oil

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26041 Safely shut down and isolate machines and equipment


NCS Purpose

Statement

People credited with this NCS are able to prepare for and complete safe shut

down and isolation.



Learning Outcome 1 Prepare for safe shut down and isolation.

Performance

Standard 1.1

The effects of shut down on upstream and downstream neighboring machines

and equipment are described.

Performance

Standard 1.2

Operational sequence and function are established for the machine and

equipment.

Performance

Standard 1.3

All personnel affected by the shut down procedure are advised in accordance

with worksite procedures.

Range Statement: Immediate location, associated equipment (upstream,

downstream).

Performance

Standard 1.4

Types and magnitude of hazards associated with the shut down procedure are

identified.

Range Statement: May include but is not limited to – moving parts, potential

energy, power source(s).

Learning Outcome 2 Complete safe shut down and isolation.

Performance

Standard 2.1

Machine and equipment are shut-down in accordance with worksite

procedures.

Performance

Standard 2.2

Machine and equipment lock-off devices and tags are used in accordance with


Performance

Standard 2.3

Machine and equipment safety devices are used in accordance with job

requirements and worksite procedures.

Range Statement: May include but is not limited to – chocks, safety pins.

Performance

Standard 2.4

Stored or residual energy is dissipated or restrained in accordance with


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Performance

Standard 2.5

Machine and equipment isolation is verified prior to commencing

maintenance work, and all relevant personnel are advised.

Performance

Standard 2.6

Machine and equipment records are completed for shut down and isolation in




Health and Safety in Employment Act (New Zealand)1992

2 Definitions

Worksite procedures – documented procedures for shutting down and

isolating machines and equipment.

Machines and equipment – manual, semi-automatic, and automatic machines

of a stand-alone, continuous production, or process nature.

3 Range

Shut-down and isolation may include but is not limited to – mechanical

drives, electrical drives, pipework, pressure supply systems, and rotating

equipment; and typically utilising electrical lock-off isolators, and/or

mechanical or power driven valves. Usually this will involve a permit or

authority to shut down.

Shut down and isolation is required for a minimum of two types of machines

and equipment, each with different types of isolation requirements.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26042 Select, use and maintain portable hand held engineering power

tools


NCS Purpose

Statement

People credited with this NCS are able to: create a safe worksite; and select,

use, care for, and maintain portable hand held engineering power tools.



Learning Outcome 1 Create a safe worksite.

Performance

Standard 1.1

Hazards associated with portable hand held engineering power tool use are

identified in accordance with industry practice.

Range Statement: May include but is not limited to – electric shock, noise,

presence of sharp and/ or hot particles, dust, moving parts, cutting tools,

stored energy.

Performance

Standard 1.2

Electrically operated portable hands held engineering power tools are used in

conjunction with appropriate electrical safeguards to reduce risk of

electrocution in accordance with industry practice.

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Performance

Standard 1.3

Safe work practice eliminates, isolates, and/or minimizes hazards in


Learning Outcome 2 Select and use portable hand held engineering power tools.

Performance

Standard 2.1

Portable hand held engineering power tools are selected for the task in


Performance

Standard 2.2

Portable hand held engineering power tools are used to meet task

requirements in accordance with industry practice.

Learning Outcome 3 Care for and maintain portable hand held engineering power tools.

Performance

Standard 3.1

Portable hand held engineering power tools are inspected for damage and

faults and supervisor advised in accordance with industry practice.

Performance

Standard 3.2

Portable hand held engineering power tools are serviced and stored in





2 Definitions



Serviced – routine actions that ensure operational integrity. Examples include

cleaning, lubricating, and minor adjustments.

Stored energy – the storage of a compressible or non-compressible medium in

the case of pneumatics or hydraulics respectively, or charge storage in the

case of electrical storage devices such as batteries, capacitors or cables.


Power tools may include but are not limited to – drills, grinders, sanders,

brushes, buffs, wrenches (including impact type).

Evidence is required for the selection, use and maintenance of at least four

portable hand tools. These may be powered by electric, pneumatic, or

hydraulic sources.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26043 Demonstrate knowledge of fasteners used in mechanical

engineering


NCS Purpose

Statement

People credited with this NCS are able to identify fasteners commonly used in

mechanical engineering and outline their uses, and demonstrate knowledge of

threaded fasteners.



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Learning Outcome 1 Identify fasteners commonly used in mechanical engineering and outline their

uses.

Range Statement: Fasteners – screws and bolts including various types of

heads and self tapping screws; different types of nuts including locking nuts;

plain, spring, and serrated washers; various types of pins including cotter

pins; circlips; masonry anchors; adhesives.

Performance

Standard 1.1

Fasteners are visually identified from given physical samples or pictorial

representations.

Performance

Standard 1.2

Uses of fasteners are outlined with reference to mechanical engineering

applications.

Learning Outcome 2 Demonstrate knowledge of threaded fasteners.

Performance

Standard 2.1

The principles of bolted joints are outlined with reference to forces and

locking mechanisms.

Performance

Standard 2.2

Grade markings are identified by inspection.

Range Statement: ISO – Classes 8.8 and 10.9;

Imperial – SAE Grades 2, 5, and

Performance

Standard 2.3

The use of torque wrenches in the installation of threaded fasteners is


Performance

Standard 2.4

Methods for identifying securely locked threaded fasteners are outlined in



Grade markings – markings on steel bolts used to indicate the tensile strength

and other mechanical properties of the bolt. Commonly used markings are

ISO Classes 8.8 and 10.9, and, for imperial bolts, SAE Grades 2, 5, and 8.



Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26045 Shift loads in engineering installation, maintenance, and

fabrication work


NCS Purpose

Statement

This NCS is for use in the training of mechanical engineering and related

trades, and covers the safe shifting of loads in installation, maintenance, and

fabrication work, using simple lifting appliances. It does not cover the

moving or lifting of personnel.

People credited with this NCS have demonstrated ability to select and inspect

lifting appliances and tackle, sling and secure loads, and carry out shifting

procedures.


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Learning Outcome 1 Select and inspect lifting appliances.

Performance

Standard 1.1

Size, shape, weight, and centre of gravity of loads are assessed in accordance

with Codes of Practice.

Performance

Standard 1.2

Lifting appliances suitable for the loads and planned movements are selected.

Range Statement: SWL, access, height, range of movement, anchoring

points.

Performance

Standard 1.3

Currency and validity of Certificates of Inspection are confirmed.

Performance

Standard 1.4

Lifting appliances are visually inspected in accordance with Codes of

Practice, and defective items, if any, are labelled and removed from service.

Learning Outcome 2 Select and inspect lifting tackle.

Performance

Standard 2.1

Tackle (including slings) is selected for given loads in accordance with

Codesof Practice.

Performance

Standard 2.2

Currency and validity of Certificates of Inspection are confirmed.

Performance

Standard 2.3

Tackle is visually inspected for defects in accordance with Codes of Practice,

and defective items, if any, are labelled and removed from service.

Learning Outcome 3 Sling and secure loads.

Performance

Standard 3.1

Lifting fixtures on the load are visually inspected in accordance with Codes of

Practice.

Performance

Standard 3.2

Slings, and tag lines where appropriate, are attached to loads and lifting

appliance in accordance with Codes of Practice.

Learning Outcome 4 Carry out shifting procedures.

Performance

Standard 4.1

Loads are shifted safely in accordance with Codes of Practice.

Performance

Standard 4.2

Loads are shifted without damage to load, lifting appliance, and tackle.

Performance

Standard 4.3

Lifting appliances and tackle are safely stored in accordance with site

procedure.

Explanatory Notes 1. This NCS was designed for learning and assessment off-job.

2. References



Rigging - Approved Code of Practice for Load-Lifting. Wellington:

Occupational Safety and Health Service, Department of Labour, 2001. This

publication is available online at

http://www.osh.dol.govt.nz/order/catalogue/134.shtml.

Approved Code of Practice for Cranes - includes the design, manufacture,

supply, safe operation, maintenance and inspection of Cranes. Wellington:

Occupational Safety and Health Service, Department of Labour, 2001. This

publication is available online at

http://www.osh.dol.govt.nz/order/catalogue/10.shtml.

3. Definitions

Lifting appliance – any appliance capable of being operated by mechanical,

manual, or other means to raise or lower a load in a vertical or near vertical

plane, and includes any lifting tackle.

Lifting tackle – any sling, shackle, swivel, ring, hook or other appliances,

including lifting beams, frames and spreaders, used in connection with a

http://www.osh.dol.govt.nz/order/catalogue/10.shtml

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lifting appliance or from the hook of a crane.

SWL – Safe Working Load.

4. Range

a. loads – typical industrial loads such as machinery, motors, steel pipe, steel

beams, with uniform weight distributions or known lifting points. Lifting

of personnel is excluded.

b. typical lifting appliances – small floor crane, electric hoist, manual chain

hoist, Weston pulley block, electric rope winch, hoist, small gantry crane,

I-beam trolley, truck mounted lifting equipment.

c. slinging methods – single-leg, two single-leg, double-leg; choke hitch,

basket hitch.

d. sling types – webbing, chain, rope.

Competence must be demonstrated for three different types of loads, three

appliances, two types of slings, and three slinging methods.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26046 Demonstrate knowledge of safety on engineering worksites


NCS Purpose

Statement

People credited with this standard are able to demonstrate knowledge of

hazards, personal safety, and safety procedures and equipment on engineering

worksites.



Learning Outcome 1 Demonstrate knowledge of hazards on engineering worksites.

Performance

Standard 1.1

Hazards commonly occurring on engineering worksites are identified in

accordance with the safety guidelines and worksite procedures.

Range Statement: Equipment, tools, machinery, electrical, chemical, fire,

gas, fumes, compressed air, noise, product, confined spaces, height.

Performance

Standard 1.2

Warning signs relating to worksite hazards are identified.

Learning Outcome 2 Demonstrate knowledge of personal safety on engineering worksites.

Performance

Standard 2.1

The personal responsibilities of workers in relation to workplace safety are

Identified.

Performance

Standard 2.2

Safety aspects of personal appearance are identified.

Range Statement: Overalls, long hair, jewellery.

Performance Items of personal protective equipment and their use are identified.

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Standard 2.3

Range Statement: Safety boots, leather gloves, welding shield safety glasses,

ear muffs, hard hat, and breathing mask.

Performance

Standard 2.4

Orderly workshop habits are identified.


boisterous play or practical jokes involving machinery.

Performance

Standard 2.5

Methods to avoid Occupational Overuse Syndrome are identified.

Performance

Standard 2.6

Safe method of manual lifting is demonstrated.

Performance

Standard 2.7

Safe use of ladders is described.

Performance

Standard 2.8

The dangers of using mind altering drugs and alcohol in the presence of

machinery are identified.

Learning Outcome 3 Demonstrate knowledge of safety procedures and equipment on engineering

worksites.

Performance

Standard 3.1

Worksite procedures designed to avoid accidents are identified.

Range Statement: Equipment, machinery, electrical, chemical, fire, fumes,

compressed air, gas, protective clothing, storage, work area maintenance.

Performance

Standard 3.2

Worksite procedures for action in the event of accident, fire, chemical

spillage, and emergency are explained.

Performance

Standard 3.3

Hose reels and different types of portable fire extinguishers are identified and

their applications stated.

Explanatory Notes 1. Regulations

Occupational Health and Safety (OSH) Act 2002.

Accident Compensation Act 1989

2. Definitions

Safety guidelines – guidelines for the safe operation of machinery and tools,

such as those listed in the references, as well as guidelines for specific machines

in workshops.





1. References

Injury Prevention, Rehabilitation, and Compensation Act 2001 (NZ).

Resource Management Act 1991(NZ).

Accident Compensation Corporation and Department of Labour. Metal

Industry Guidelines for Safe Work. (Wellington: ACC, 2007). Available

from

http://www.acc.co.nz/PRD_EXT_CSMP/idcplg?IdcService=GET_FILE&dID

=3023&dDocName=PRD.

Material Safety Data Sheets (MSDs).


Candidates are required to demonstrate competency in all outcomes in

accordance with the safety guidelines and worksite procedures.

Suggested Theory Test and Practical Test

http://www.acc.co.nz/PRD_EXT_CSMP/idcplg?IdcService=GET_FILE&dID=3023&dDocName=PRD


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assessment methods

Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER26047 Apply safe working practices on an engineering worksite


NCS Purpose

Statement

People credited with this NCS are able to apply safe working practices on an

engineering worksite.



Learning Outcome 1 Apply safe working practices on an engineering worksite.

Performance

Standard 1.1

Safe working practices are demonstrated in the use of tools and machinery, in

accordance with safety guidelines and worksite procedures.

Performance

Standard 1.2

Personal protective equipment is worn appropriate to the occupation, and long

hair and jewellery, if any, are safely managed in accordance with worksite

procedures.

Performance

Standard 1.3

Orderly workshop habits are demonstrated in accordance with worksite

procedures.


horseplay and skylarking

Performance

Standard 1.4

Hazardous materials are stored and carried in accordance with Material Safety

Data Sheets, where available, as specified by the manufacturer.

Range Statement: According to the worksite, this could include but is not

limited to – chemicals, gas, compressed air, flammable materials, lubricants,

paints, sealants, cleaning fluids, waste materials.

Performance

Standard 1.5

Worksite procedures in the event of fire, accident, chemical spillage, and

emergency are explained in accordance with worksite procedures.

Performance

Standard 1.6

Emergency shutdown procedures are applied in accordance with worksite

procedures.

Explanatory Notes 1. Regulations

Occupational Health and Safety (OSH) Act 2002

Accident Compensation Act 1989

2. Definitions



in workshops.





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3. References

Injury Prevention, Rehabilitation, and Compensation Act 2001.

Resource Management Act 1991.

Accident Compensation Corporation and Department of Labour. Metal Industry

Guidelines for Safe Work. (Wellington: ACC, 2007). Available from


=3023&dDocName=PRD.

Material Safety Data Sheets (MSDs).

4. Assessment Information

This standard is intended to be assessed in the context of a real engineering

worksite.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER29001 Demonstrate and apply knowledge of machine leveling and

alignment


NCS Purpose

Statement

People credited with this NCS are able to demonstrate knowledge of machine

leveling and alignment, and level and align machines.


Subfield – Metal Fitting Turning and Machining

Learning Outcome 1 Demonstrate knowledge of machine leveling.

Performance

Standard 1.1

The consequences of poor machine leveling are stated in accordance with

industry practice.

Range Statement: Evidence of three consequences is required.

Performance

Standard 1.2

The causes and symptoms of poor machine leveling are described in


Range Statement: Soft foot, unstable surface, missing or broken machine

mounts, insufficient depth of foundation, uneven foundation pads.

Performance

Standard 1.3

The use of instruments to achieve level is described in accordance wit

industry practice.

Range Statement: Instruments: Plumb bob and line, spirit level,

autocollimator, dumpy level, laser level.

Performance

Standard 1.4

A systematic procedure for leveling machines is explained with reference to

associated measurements and methods of correction in accordance with

industry practice.

Learning Outcome 2 Demonstrate knowledge of machine alignment.



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Performance

Standard 2.1

The consequences of poor machine alignment are stated in accordance with

industry practice.

Range Statement: Evidence of four consequences is required.

Performance

Standard 2.2

Causes and symptoms of poor machine alignment are identified in accordance


Performance

Standard 2.3

The terms soft foot and shaft runout are explained in accordance with industry

practice.

Performance

Standard 2.4

The operation and use of at least one type of alignment measuring system is

outlined in accordance with industry practice.

Performance

Standard 2.5

A systematic procedure for bringing machines into alignment is explained,

with reference to associated measurements and methods of correction in


Learning Outcome 3 Level and align machines.

Range Statement: Two sets of machines, involving two different methods of

coupling.

Performance

Standard 3.1

Levels are checked and adjusted to given tolerances in accordance with


Performance

Standard 3.2

Alignments are checked and adjusted to given tolerances in accordance with


Performance

Standard 3.3

Safe working practices are demonstrated in accordance with worksite

procedures and industry practice.


Occupational Health and Safety Act (Samoa) 2002

Health and Safety in Employment Act (New Zealand) 1992.

Occupational Safety & Health Service, Guidelines for Guarding Principles

and General Safety for Machinery (Wellington: Department of Labour,

1995).

2 Definitions







Suggested

assessment methods

Theory Test and Practical Test.

Resources

requirements

Machinery and leveling instrument

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER29002 Perform basic mechanical engineering machining operations

under supervision


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NCS Purpose

Statement


machining principles and safe working practices; prepare for, and perform,

machining operations under supervision; and adjust and maintain machines

under supervision.



Learning Outcome 1 Demonstrate knowledge of machining principles.

Performance

Standard 1.1

Machine components are identified and the principles of operation explained

in accordance with industry practice.

Performance

Standard 1.2

Different types of drills, and cutting and milling tools, are identified in


Performance

Standard 1.3

The principles of cutting metal using lathes and milling machines are


Range Statement: Reference to – tool angle, cutting speed, feed speed,

cutting fluids.

Learning Outcome 2 Demonstrate knowledge of machining safe working practices.

Performance

Standard 2.1

Safe working practices relating to the machine operator are outlined in

accordance with industry practice and safety guidelines.

Range Statement: Includes but is not limited to – long hair, loose clothing,

footwear, items of adornment, goggles, ear muffs, operator training.

Performance

Standard 2.2

Safe working practices relating to machines are outlined in accordance with

industry practice and safety guidelines.

Range Statement: Includes but is not limited to – guards, unattended

machines left running, emergency stops, chuck keys and collect tightening

spanners, tool condition and angle, cutting and feed speeds, security of work

piece, cutting fluid.

Performance

Standard 2.3

Safe working practices relating to materials are outlined in accordance with

industry practice and worksite procedures.

Range Statement: Disposal of waste material, spillages.

Performance

Standard 2.4

Location of fire extinguishers and emergency exits in the workshop are

identified.

Learning Outcome 3 Prepare for machining operations under supervision.

Performance

Standard 3.1

Drawings and/or specifications for machining work are interpreted, and

tolerances clarified from job specifications.

Performance

Standard 3.2

Machines are selected and their operating procedures determined in

accordance with industry practice and worksite procedures.

Performance

Standard 3.3

Cutting tools are identified and sharpness confirmed in accordance with

industry practice and worksite procedures.

Performance

Standard 3.4

Workpieces are marked out to meet job specifications in accordance with

industry practice, and worksite procedures.

Learning Outcome 4 Perform machining operations under supervision.

Performance

Standard 4.1

Tools and workpieces are securely mounted in accordance with industry

practice, worksite procedures, and safety guidelines.

Performance

Standard 4.2

Machining parameters are set in accordance with job specifications and

machine operating procedures.

Performance

Standard 4.3

Machining is performed in accordance with industry practice, worksite

procedures, and safety guidelines.

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Performance

Standard 4.4

Machined components are measured to confirm they meet the specified

tolerances in accordance with job specifications.

Learning Outcome 5 Adjust and maintain machines under supervision.

Performance

Standard 5.1

Machines are left clean and ready for next use in accordance with industry

practice and worksite procedures.

Performance

Standard 5.2

Blunt drills are sharpened, and the conditions of other blunt or damaged tools

are reported to the supervisor in accordance with worksite procedures.

Performance

Standard 5.3

Waste material is disposed of in accordance with worksite procedures.

Performance

Standard 5.4

Routine checks, adjustments, and lubrication are carried out in accordance

with industry practice and worksite procedures.




Accident Compensation Corporation and Department of Labour. Metal Industry

Guidelines for Safe Work. (Wellington: ACC, 2007). Available from


=3023&dDocName=PRD.

Occupational Safety and Health Service, Guidelines for Guarding Principles

and General Safety for Machinery (Wellington: Department of Labour, 1995).

2 Definition



Interpretation – the explanation of features shown graphically in the drawing.

Job specifications – instructions relevant to the safe completion of the specific


lists, standards, codes of practice, test and commissioning procedures, and

verbal instructions.



in workshops.





3 This is an introductory standard. Production of components by turning,

milling, and grinding operations are covered in NCSs 2712, 2714, and

2715. Precision turning, milling and grinding are covered in NCSs 2704,

2717, and 2718.


This NCS is concerned with establishing safe use of machines and proper

operational practices, rather than precision machining. Therefore the

specification of required machining precision for assessment purposes should

take into account the introductory nature of this standard, and the materials

and machinery used.

Assessment against this NCS requires the use of the following machinery:

machines – drill press, manually controlled lathe, manually controlled

milling machine;

drilling – a selection of small and larger holes in sheet metal, blocks of



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ferrous and non-ferrous material;

turning – two of – parting off, cutting grooves, stepped spindles, knurling,

drilling;

milling – at least two of – slotting, keyway, flats, facing, peripheral

machining.

Suggested

assessment methods

Theory Test & Practical Test

Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER29003 Demonstrate knowledge of basic mechanics for mechanical

engineering trades


NCS Purpose

Statement

People credited with this NCS are able to demonstrate knowledge of simple

machines, friction in an engineering environment, and Pascal’s Law.



Learning Outcome 1 Demonstrate knowledge of simple machines.

Performance

Standard 1.1

Simple machines are identified and described according to mechanical

engineering practice.

Range Statement: Simple machines – first, second, and third order levers;

wedge, screw; pulley; wheel and axle.

Performance

Standard 1.2

Calculations involving length, forces, moments, torque, work, and power are

performed for simple machines.

Range Statement: Simple machines – lever; wedge, screw; pulley; wheel

and axle;

evidence of calculations for three simple machines is required.

Performance

Standard 1.3

Calculations involving symmetrical triangular forces are performed.

Range Statement: Evidence of a minimum of three calculations is required

Learning Outcome 2 Demonstrate knowledge of friction in an engineering environment.

Performance

Standard 2.1

The nature of friction is explained with reference to applied forces and the

coefficient of friction.

Performance

Standard 2.2

Static, sliding, and rolling friction are distinguished.

Performance

Standard 2.3

Advantages and disadvantages of friction are stated.

Range Statement: Evidence of two advantages and one disadvantage is

required.

Performance

Standard 2.4

Methods to reduce friction are stated.

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Range Statement: Evidence of two methods that are incorporated into the

design of a machine and two methods that are under operator control is

required.

Learning Outcome 3 Demonstrate knowledge of Pascal’s Law.

Performance

Standard 3.1

Pascal’s Law is explained and an example of its application in mechanical

engineering stated.

Performance

Standard 3.2

Calculations involving hydrostatic pressure and piston forces in compressed

fluid situations are performed.


The International System of Units (SI), 8th

edition (France: Bureau

International des Poids et Mesures, 2006). Available at

http://www.bipm.org/utils/common/pdf/si_brochure_8_en.pdf.


Formulae shall be supplied.

Use of calculator is permitted.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER29004 Demonstrate and apply knowledge of mechanical fitting


NCS Purpose

Statement

People credited with this NCS are able to: demonstrate knowledge of safety in

fitting work, a general maintenance fitting procedure, scraping, keys and pins,

seals, and bearing failures and fitting procedures; and perform fitting

activities.



Learning Outcome 1 Demonstrate knowledge of safety in fitting work.

Performance

Standard 1.1

Potential hazards in the performance of fitting work are identified, and their

management outlined, in accordance with industry practice.

Learning Outcome 2 Demonstrate knowledge of a general maintenance fitting procedure.

Performance

Standard 2.1

A systematic procedure for carrying out maintenance fitting work is outlined

in accordance with industry practice.

Learning Outcome 3 Demonstrate knowledge of scraping.

Performance

Standard 3.1

The purpose of scraping is explained in accordance with industry practice.

Performance

Standard 3.2

A procedure for scraping a surface flat to a surface plate is outlined in


Performance

Standard 3.3

A procedure for scraping a halved bearing to fit a shaft is outlined in


Learning Outcome 4 Demonstrate knowledge of keys and pins.


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Performance

Standard 4.1

Keys and pins are identified and described with reference to features and uses.

Range Statement: Keys – Plain tapered, gib head tapered, feather, sliding,

Woodruff, saddle, scotch;

pins – taper, grooved, spring, shear.

Learning Outcome 5 Demonstrate knowledge of seals.

Performance

Standard 5.1

The purpose of seals is explained with reference to the difference between

static and dynamic seals.

Performance

Standard 5.2

Static seals are described with reference to features, uses, and jointing

materials.

Range Statement: Gaskets, spiral wound gaskets, O-rings, T-rings.

Evidence of three is required.

Performance

Standard 5.3

Dynamic seals are described with reference to features, uses, and materials.

Range Statement: Oil seal, stuffing box and gland, V-ring packing,

mechanical seal, O-ring, J-seals, U-cups, labyrinth.

Evidence of four is required.

Learning Outcome 6 Demonstrate knowledge of bearing failures and fitting procedures.

Performance

Standard 6.1

Causes of bearing failures are identified by inspection of bearings or pictorial

representations.

Range Statement: Evidence of three commonly occurring failures.

Performance

Standard 6.2

Procedures for dismounting and fitting bearings are outlined, with reference

to method, tools, fit, and precautions.

Learning Outcome 7 Perform fitting activities.

Range Statement: Activities should reflect understanding of the techniques

involved according to industry practice, in given applications.

Performance

Standard 7.1

Two different types of keys are fitted.

Performance

Standard 7.2

A gasket is made and fitted.

Performance

Standard 7.3

An oil seal and a mechanical seal are fitted.

Performance

Standard 7.4

Two different bearings are dismounted and fitted.




Culley, Ron, ed. Fitting and Machining. ISBN 0724138196 (Melbourne:

RMIT Publishing, 2009).

2 Definition



Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS


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Moderation

information



NCS Code and Title ER29005 Carry out heat treatment of metal parts under supervision


NCS Purpose

Statement

People credited with this NCS are able to, under supervision: prepare for the

heat treatment of parts, and carry out the heat treatment of metal parts and

complete records.



Learning Outcome 1 Prepare for the heat treatment of parts under supervision.

Performance

Standard 1.1

Material specification of parts and treatment process are established in

accordance with job specifications.

Performance

Standard 1.2

Heat treatment procedures are established for process and part in accordance

with job specifications.

Learning Outcome 2 Carry out the heat treatment of metal parts and complete records under

supervision

Performance

Standard 2.1

Heating equipment is started and operated in accordance with industry

practice.

Performance

Standard 2.2

Parts are heat treated to the process requirements in accordance with industry

practice.

Performance

Standard 2.3

Heat-treated parts are tested for hardness if required, and are examined for

faults in accordance with industry practice.

Performance

Standard 2.4

Heating equipment is shut down in accordance with industry practice.

Performance

Standard 2.5

Heat treatment records are completed in accordance with industry practice.


Health and Safety Guidelines on the Management of Hazards in the Metal

Casting Industry (Casting Technology NZ Inc. in association with the

Occupational Safety and Health Service, 1997). Available from

http://www.osh.dol.govt.nz/order/catalogue/ipp/metalcasting.pdf

Health and Safety in Employment Act 1992.

2 Definition



Job specifications – instructions relevant to the safe completion of the

specific task, such as technical specifications, assembly instructions,

drawings, parts list, standards, codes of practice, test and commissioning

procedures, and verbal instructions.


Heat treatment processes are limited to hardening, tempering, annealing,

normalising and stress relieving, using equipment such as furnace, oven, or

flame hardening apparatus.

Assessment across all outcomes requires the use of at least one heat treatment

process on parts which may include but are not limited to – racks, pinions,

http://www.osh.dol.govt.nz/order/catalogue/ipp/metalcasting.pdf

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screws, bolts, springs, worm shafts, punches, extrusion dies, and form rolls.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER29006 Test the physical properties of engineering metals


NCS Purpose

Statement

People credited with this NCS are able to prepare to test the physical

properties of engineering metals, test the physical properties of engineering

metals, and interpret test results.



Learning Outcome 1 Prepare to test the physical properties of engineering metals.

Performance

Standard 1.1

Techniques for using metal test equipment are established for each test in

accordance with internationally accepted standards such as those listed in the

references.

Performance

Standard 1.2

Test equipment is selected and prepared in accordance with task

requirements, internationally accepted standards, and certified reference

materials.

Performance

Standard 1.3

Test equipment that may be damaged, faulty, or out of calibration is identified

and remedial action taken in accordance with worksite procedures and

industry practice.

Performance

Standard 1.4

Test samples are prepared in accordance with test requirements.

Learning Outcome 2 Test the physical properties of engineering metals.

Performance

Standard 2.1

Tests are completed in accordance with set procedure for each test.

Performance

Standard 2.2

Test results and method are recorded in accordance with set procedure.

Performance

Standard 2.3

Test results are verified in accordance with set procedure.

Learning Outcome 3 Interpret test results.

Performance

Standard 3.1

Results are interpreted in accordance with internationally recognised

standards.

Performance

Standard 3.2

Documented recommendations are made as appropriate in accordance with

industry practice.




BS EN ISO 6508-1-:2005, Metallic materials. Rockwell hardness test. Test

method (scales A, B, C, D, E, F, G, H, K, N, T).

BS EN ISO 6508-2:2005, Metallic materials. Rockwell hardness test.

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Verification and calibration of testing machines (scales A, B, C, D, E, F, G,

H, K, N, T).

BS EN ISO 6508-3:2005, Metallic materials. Rockwell hardness test.

Calibration and reference blocks (scales A, B, C, D, E, F, G, H, K, N, T).

BS EN ISO 6892-1:2009, Metallic materials. Tensile testing. Method of

testing at ambient temperature.

BS EN ISO 148-2:2008, Metallic materials. Charpy pendulum impact test.

Verification of testing machines.

BS EN ISO 148-3:2008, Metallic materials. Charpy pendulum impact test.

Preparation and characterization of Charpy V-notch test pieces for indirect

verification of pendulum impact machines.

BS EN ISO 7438:2005, Metallic materials. Bend test.

2 Definitions

Set procedure – current procedure as listed in the British Standards; other

testing specifications nominated by the manufacturer or enterprise; or

standards established by a registered laboratory.





procedures, job procedures, quality assurance, and procedures for handling

and disposal of materials and waste.


The physical properties to be tested include – hardness, tensile, impact, bend.

Samples used for testing must include a mix of ferrous and non-ferrous

metals.

Equipment used for testing must be identified in internationally recognised

standards as being applicable to both the test undertaken and the type of metal

sample used.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER29007 Demonstrate knowledge of heat treatment for engineering

steels


NCS Purpose

Statement

People credited with this NCS are able to demonstrate knowledge of: the

principles of heat treatment of engineering steels; heat treatment processes;

and heat treatment applications.



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Learning Outcome 1 Demonstrate knowledge of the principles of heat treatment of engineering

steels.

Performance

Standard 1.1

Heat treatment of engineering steels is described in terms of its purpose.

Performance

Standard 1.2

Iron-carbon equilibrium diagram is interpreted and related to phases and

phase changes.

Performance

Standard 1.3

Transformations in microstructure are identified and related to iron-carbon

phase changes.

Range Statement: Austenite, ferrite, pearlite, cementite, martensite.

Performance

Standard 1.4

The concept of critical temperature is described as it applies to the heat

treatment of engineering steels.

Range Statement: Upper and lower critical temperatures.

Performance

Standard 1.5

Changes in the microstructure and properties of steel are described in terms of

the effects of quenching and tempering.

Learning Outcome 2 Demonstrate knowledge of heat treatment processes.

Performance

Standard 2.1

Heat treatment processes are described in terms of the effects they have on

microstructure and mechanical properties of engineering steels.

Range Statement: Processes include but are not limited to – annealing,

homogenising, stress relieving, sub-critical annealing, normalising,

hardening, tempering, case-hardening;

Mechanical properties include but are not limited to – hardness, brittleness,

machinability, formability, toughness.

Performance

Standard 2.2

Tempering is described in terms of methods available.

Range Statement: Includes but is not limited to – colour method, oil, lead

bath, sand, furnace/oven, salt.

Performance

Standard 2.3

Quenching media are identified for specific heat treatment processes.

Range Statement: Includes but is not limited to – oil, water, brine, air, salt.

Performance

Standard 2.4

Quenching method and medium are described in terms of the different

requirements for plain carbon steels and alloy steels.

Performance

Standard 2.5

Sectional thickness and quenching medium are described in terms of their

influence on hardness of heat-treated steel.

Performance

Standard 2.6

Cooling curves are used to identify cooling rates for different types of

engineering steels.

Range Statement: Cooling curves – temperature-time-transformation (TTT)

and continuous-cooling-transformation (CCT) diagrams, Jominy curves;

evidence is required for one plain carbon steel and one alloy steel.

Performance

Standard 2.7

Steels and heat treatment processes are selected to achieve specified metal

properties.

Range Statement: Mechanical, machinability, and formability properties.

Learning Outcome 3 Demonstrate knowledge of heat treatment applications.

Performance

Standard 3.1

Heat treatment processes are related to steel applications.

Range Statement: Includes but is not limited to – tools and dies, crankshafts,

connecting rods, fabrications, springs.

Performance Martensitic steels are described in terms of their limitations in engineering

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Standard 3.2 applications.


Engineering steels – plain carbon steels and alloy steels.

Plain carbon steels – steels with carbon as the only alloying element.

Alloy steels – any steel that has significant additions of any element other than

carbon

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER29008 Demonstrate knowledge of heat treatment for engineering non-

ferrous metals


NCS Purpose

Statement

People credited with this NCS are able to demonstrate knowledge of: the

principles of heat treatment of non-ferrous metals; heat treatment processes;

and heat treatment applications.



Learning Outcome 1 Demonstrate knowledge of the principles of heat treatment of non-ferrous

metals.

Performance

Standard 1.1

Heat treatment of non-ferrous metals is described in terms of its purpose.

Range Statement: Evidence is required for a minimum of two non-ferrous

metals.

Performance

Standard 1.2

Non-ferrous metal equilibrium diagrams are interpreted and related to phases

and phase changes.

Range Statement: Equilibrium phase diagrams may include but are not

limited to – copper, copper/aluminum, copper/zinc, copper/tin, copper/nickel,

aluminum silicon, aluminum/magnesium, nickel-based alloys, titanium

alloys;

Evidence is required for a minimum of two diagrams.

Performance

Standard 1.3

Transformations in the alloy’s microstructure are identified and related to

phase changes.

Range Statement: Non-ferrous metals selected for Performance Standard

1.2.

Learning Outcome 2 Demonstrate knowledge of heat treatment processes.

Performance

Standard 2.1

Heat treatment processes are described in terms of the effects they have on

microstructure and mechanical properties of non-ferrous metals.

Range Statement: Processes include but are not limited to – annealing,

homogenising, stress relieving, solution and precipitation hardening,

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quenching and tempering; mechanical properties may include but are not

limited to – hardness, brittleness, machinability, formability.

Performance

Standard 2.2

Non-ferrous heat treatment processes are selected to achieve specified metal

properties.

Range Statement: Includes but is not limited to – mechanical, machinability,

and formability properties.

Performance

Standard 2.3

Information on specific non-ferrous treatment processes and non-ferrous

metal applications are extracted from heat treatment graphs and chart.

Range Statement: Includes but is not limited to – stress/strain curves,

specifications for non-ferrous metals.

Learning Outcome 3 Demonstrate knowledge of heat treatment applications.

Performance

Standard 3.1

Heat treatment processes are related to non-ferrous applications.

Range Statement: Includes but is not limited to – castings, fabrications,

aluminium extrusions, forming processes, rivets, aircraft and mould

components, sports goods.


Non-ferrous metals – non-ferrous metals in both their elemental and alloyed

forms.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER29009 Demonstrate knowledge of engineering tool steels


NCS Purpose

Statement

People credited with this NCS are, for tool steel, able to demonstrate

knowledge of types and uses, microstructure, heat treatment processes, and

dimensional and shape stability.



Learning Outcome 1 Demonstrate knowledge of tool steel types and uses.

Performance

Standard 1.1

Classifications of tool steels are described in terms of production

requirements.

Range Statement: High speed tool steels, cold working tool steels, hot

working tool steels, plastic mould steels, shock resistant steels.

Performance

Standard 1.2

Typical applications of tool steel are described.

Range Statement: Hand tools and equipment for cutting, shaping, forming,

blanking, drilling, coining.

Learning Outcome 2 Demonstrate knowledge of tool steel microstructure.

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Performance

Standard 2.1

The microstructure of tool steels is described in terms of the arrangement of

primary and alloying elements in the steel matrix.

Range Statement: Primary elements – iron and carbon;

alloying elements may include but are not limited to – chromium,

molybdenum, vanadium, tungsten, nickel.

Performance

Standard 2.2

The role of alloying elements is described in terms of the desired physical

properties of tool steels.

Range Statement: May include but is not limited to – wear, erosion

resistance, hardenability, toughness versus hardness.

Performance

Standard 2.3

The relationship between the primary and alloying elements is described in

terms of the formation of carbide particles.

Performance

Standard 2.4

The necessity for even distribution of carbides in tool steel is described in

terms of the integrity of the finished product.

Performance

Standard 2.5

The effect of heating on the carbides is described in terms of subsequent

hardening.

Learning Outcome 3 Demonstrate knowledge of tool steel heat treatment processes.

Performance

Standard 3.1

Stages of the heat treatment process are described in terms of their purpose

and effect on the steel’s microstructure.

Range Statement: Annealing, normalising, austenising, quenching,

tempering.

Performance

Standard 3.2

Quenching media for tool steels are described in terms of advantages and

disadvantages for selected steel types.

Range Statement: May include but is not limited to – oil, martempering

bath, air.

Performance

Standard 3.3

Quenching rate is described in terms of its effect on the formation of soft

spots and quenching cracks.

Performance

Standard 3.4

Protection of tools during the heat treatment process is described in terms of

possible effects of atmospheric oxidation and decarburisation.

Performance

Standard 3.5

Double/triple-tempering of tool steel is described in terms of its purpose.

Performance

Standard 3.6

Tempering methods and temperature are described in terms of effect on tool

steel hardness, toughness, and dimensional change.

Performance

Standard 3.7

Materials suppliers’ data is referred to for information on depth of hardening

for tool steel components at given diameters.

Performance

Standard 3.8

Cautions associated with welding of tool steels are described in terms of

maintaining desired properties and microstructure.

Range Statement: Weld deposit and heat-affected zone, formation of

carbides.

Learning Outcome 4 Demonstrate knowledge of tool steel dimensional and shape stability.

Performance

Standard 4.1

Tool steels are described in terms of potential distortion occurring in the

hardening and tempering stage.

Performance

Standard 4.2

Means of reducing distortion are described.

Range Statement: Design simplicity, stress relieving, heating rate during

hardening, grade of steel, quenching rate, tempering temperature.

Performance

Standard 4.3

Types of stresses are described in terms of their effect on tool steel distortion.

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Range Statement: Machining stresses, thermal stresses, transformation

stresses.

Explanatory Notes People credited with this NCS are, for tool steel, able to demonstrate

knowledge of types and uses, microstructure, heat treatment processes, and

dimensional and shape stability.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER29010 Select, use, and care for engineering dimensional measuring

equipment


NCS Purpose

Statement

People credited with this NCS are able to: select, use, and care for

engineering dimensional measuring equipment.



Learning Outcome 1 Select engineering dimensional measuring equipment.

Performance

Standard 1.1

Measuring equipment is selected, having regard to the geometry of the object

to be measured, likely magnitude of dimensions, and required accuracy.

Performance

Standard 1.2

Measuring equipment is inspected for damage or faults, and supervisor

advised.

Range Statement: Damage and faults include but are not limited to –

deformation, breakages, stickiness, not zeroing, missing parts, expired

calibration.

Learning Outcome 2 Use engineering dimensional measuring equipment.

Performance

Standard 2.1

Measurements are quoted with an estimate of accuracy.

Performance

Standard 2.2

Measurements are validated by re-measurement with the same or alternate

equipment.

Performance

Standard 2.3

Measuring equipment and objects to be measured are not damaged during

measurement.

Performance

Standard 2.4

Measurements are recorded in accordance with industry practice.

Range Statement: number of decimal places, units, prefixes, symbols,

accuracy.

Learning Outcome 3 Care for engineering dimensional measuring equipment.

Performance

Standard 3.1

Measuring equipment is handled and stored in a manner that maintains its

integrity.




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Engineering dimensional measuring equipment may include but is not limited to

– vernier callipers; internal, external, and depth micrometers; dial gauges; dial

test indicators; height gauges; surface tables; steel rulers.

Evidence is required for the selection, use, and care of vernier callipers and at

least three other items of measuring equipment.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER29011 Select, use, and care for engineering marking-out equipment


NCS Purpose

Statement

People credited with this NCS are able to select engineering marking-out

equipment and materials, and use and care for engineering marking-out

equipment.



Learning Outcome 1 Select engineering marking-out equipment and materials.

Performance

Standard 1.1

Marking-out equipment and materials are selected, having regard to the nature

of the marking-out task and the specified tolerances.

Performance

Standard 1.2

Marking-out technique is planned and outlined prior to commencing work

Performance

Standard 1.3

Marking-out equipment is inspected for damage and faults, and supervisor

advised.

Range Statement: Damage and faults include – deformation, worn, broken,

missing parts; not zeroing; expired calibration.

Learning Outcome 2 Use engineering marking-out equipment.

Performance

Standard 2.1

Marking-out achieves requirements within the specified tolerances.

Performance

Standard 2.2

Marking-out is validated by re-checking with the same or alternate

equipment.

Learning Outcome 3 Care for engineering marking-out equipment.

Performance

Standard 3.1

Marking-out equipment is handled and stored in a manner that maintains its

integrity


Marking-out materials – marking blue or spirit blue (engineer’s blue), copper

sulphate, chalk, whitewash (lime plus alcohol) or similar materials.


Marking-out equipment includes but is not limited to – mark-out tables,

engineer's squares, rules, straight edges, scribing blocks, height gauges,

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trammels, protractors, scribers, vee blocks, parallels, angle plates, dividers,

centre punches.

Evidence is required for the selection, use, and care of at least six items of

equipment.

Evidence for outcomes 1 and 2 must include – the positions of between five

and ten equally spaced holes on a given pitch circle diameter (PCD),

marking-out relative to a datum, marking-out from templates.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER29012 Demonstrate knowledge of fits, limits, and tolerances in

engineering


NCS Purpose

Statement

People credited with this NCS are able to explain fits, limits and tolerances as

used in engineering, and interpret tolerances as displayed on engineering

drawings.



Learning Outcome 1 Explain fits, limits and tolerances as used in engineering.

Performance

Standard 1.1

The term fit is explained in terms of its use in engineering.

Performance

Standard 1.2

The differences between clearance fit, interference fit, and transition fit are

explained and an example of each given.

Performance

Standard 1.3

The terms limit and tolerance are explained in terms of their use and

significance in engineering.

Range Statement: Significance in terms of – component fit and function,

inter-changeability of components, ease of manufacture, economic

production.

Learning Outcome 2 Interpret tolerances as displayed on engineering drawings.

Performance

Standard 2.1

Tolerances displayed on engineering drawings of single parts are interpreted

in terms of dimensional limits.

Performance

Standard 2.2

Tolerances displayed on engineering drawings of mating parts are interpreted

in terms of dimensional limits, and the type of fit identified.



system for tolerances on linear sizes. Basis of tolerances, deviations and fits.


system for tolerances on linear sizes. Tables of standard tolerance classes

and limit deviations for holes and shafts.


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For assessment purposes, drawings of fully dimensioned and toleranced

components must be available. Candidates may refer to tables of limits and

fits.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER29013 Service machines and equipment


NCS Purpose

Statement

People credited with this NCS are able to carry out routine safety and service

checks, and servicing on machines and equipment.



Learning Outcome 1 Carry out routine safety and service checks on machines and equipment.

Performance

Standard 1.1

Safety hazards associated with machines and equipment are identified, and

precautions are taken in accordance with worksite procedures.

Performance

Standard 1.2

Service checks are completed in accordance with worksite procedures.

Performance

Standard 1.3

Machine and equipment condition/status is reported in accordance with


Range Statement: May include but is not limited to – written and oral

reports.

Learning Outcome 2 Carry out routine servicing on machines and equipment.

Performance

Standard 2.1

Consumable components are replaced in accordance with worksite

procedures.

Range Statement: May include but is not limited to – filters, oil wipers, tool

tips, indicator lamps.

Performance

Standard 2.2

Fluids and lubricants are topped up, or replaced, in accordance with worksite

procedures.

Performance

Standard 2.3

Machine and equipment adjustments are made in accordance with worksite

procedures.

Range Statement: May include but is not limited to – adjustments to safety

guards, stops, wear pads, guides, limit switch actuators, tool holders, glands,

scrapers, aprons.

Performance

Standard 2.4

Servicing records are completed in accordance with worksite procedures.

Performance

Standard 2.5

Waste material is disposed of in accordance with industry practice.

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2 Definitions



Service – routine actions that ensure operational integrity. Examples include

cleaning, replenishing, lubricating, and minor adjustments.




requirements.


Assessment across all outcomes requires the candidate to service a minimum

of two machines/equipment.

Suggested

assessment methods


Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER29014 Align machinery and equipment


NCS Purpose

Statement

People credited with this NCS are able to check alignment, and correct

misalignment of machinery and equipment.



Learning Outcome 1 Check alignment of machinery and equipment.

Performance

Standard 1.1

Procedures and equipment for checking alignment are identified.

Range Statement: may include but is not limited to – dial gauges, straight

edges, feeler gauges, laser alignment.

Performance

Standard 1.2

Alignment tolerances are identified from machinery and equipment

manufacturer's specifications.

Performance

Standard 1.3

Alignment checks are carried out in accordance with manufacturer’s

specifications and industry practice.

Performance

Standard 1.4

Instances of non-conformance are recorded in accordance with worksite

procedures.

Learning Outcome 2 Correct misalignment of machinery and equipment.

Performance

Standard 2.1

Reasons for misalignment are determined.

Range Statement: may include but is not limited to checks for – soft foot,

pipe strain, thermal growth, faulty installation.

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Performance

Standard 2.2

Machinery and equipment is aligned in accordance manufacturer’s


Performance

Standard 2.3

Machinery and equipment records are completed in accordance with


Explanatory Notes 1. Reference


2. Definitions

Align/Alignment – the action of bringing machine components or parts into

proper coordination or relation to one another.






requirements.

3. Range

Assessment across all outcomes requires the candidate to align a minimum

of two components or parts which may include but are not limited to – axial,

parallel, and angular shafts; couplings; gear trains; belts; pulleys; and chain

drives.

Suggested

assessment methods

Theory and Practical Test

Resource

requirements

Tools for aligning equipments such as straight edge, dial test indicator etc…

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER29015 Assemble mechanical components under supervision


NCS Purpose

Statement

This NCS is for use in the training of mechanical engineering trades or

assembly workers, and covers straight forward assembly and adjustment of

mechanical components under supervision.

People credited with this standard are, under supervision, able to: prepare for

assembly of mechanical components, assemble mechanical components, and

test and store completed assemblies



Learning Outcome 1 Prepare for assembly of mechanical components under supervision.

Performance

Standard 1.1

Assembly instructions are studied and details confirmed with the supervisor.

Performance

Standard 1.2

Tools and components are selected in accordance with instructions.

Performance

Standard 1.3

Relevant safety issues are identified and confirmed with the supervisor.

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Performance

Standard 1.4

Components are cleaned in accordance with instructions.

Performance

Standard 1.5

Components ready for assembly are secured and/or stored in accordance

with instructions.

Learning Outcome 2 Assemble mechanical components under supervision.

Performance

Standard 2.1

Use of tools in accordance with sound industry practice is demonstrated.

Performance

Standard 2.2

Components are assembled in accordance with instructions.

Performance

Standard 2.3

Assembly is carried out without damage to components or injury to persons.

Performance

Standard 2.4

Adjustments are made to the assembled components in accordance with

instructions.

Performance

Standard 2.5

Documents are completed in accordance with instructions.

Learning Outcome 3 Test and store completed assemblies under supervision.

Performance

Standard 3.1

Completed assemblies are tested to confirm operation and tolerances in

accordance with instructions.

Performance

Standard 3.2

Completed assemblies are stored in accordance with instructions.

Explanatory Notes 1. Reference



2. Definition

Instructions – written and/or, verbal instructions from the candidate’s

supervisor. This may include worksite safety procedures, equipment

operating procedures, job procedures, procedures for handling and disposal

of materials, assembly drawings and specifications.


a. All activities must comply with relevant legislative and/or regulatory

requirements, which include, but are not limited to, the Occupational Safety

and Health Act 2002.

b. Safe working practices are to be followed at all times.

4. Range

a. Typical components – levers, bearings, seals, shafts, motors, chains, belts,

pulleys, sprockets, frames, fasteners, keys.

b. Tools – screw drivers, spanners, pliers, torque wrench, Allen keys; may

involve use of specialized tools or jigs.

Suggested

assessment methods


Resource

requirements

Tools of the trades, and machines such as Lathe drilling mining and fastners.

SAG responsible for

developing this NCS




Moderation

information



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NCS Code and Title ER29016 Assemble and fit precision components


NCS Purpose

Statement

This NCS is for people engaged in assembly and fitting of mechanical

engineering components to fine tolerances, such as those specified in ISO

286-1 and ISO 286-2.

People credited with this standard are able to: prepare, assemble and fit, and

test and document precision components.



Learning Outcome 1 Prepare to assemble and fit precision components.

Performance

Standard 1.1

Job specifications are interpreted and task requirements determined.

Performance

Standard 1.2

Components are inspected and compared against inventory and job

specifications, and any discrepancies rectified in accordance with worksite

procedures.

Performance

Standard 1.3

Components are cleaned in accordance with job specifications and worksite

procedures.

Learning Outcome 2 Assemble and fit precision components.

Performance

Standard 2.1

Components are assembled and fitted in accordance with job specifications.

Performance

Standard 2.2

Seals are fitted and sealing agents are applied in accordance with job

specifications.

Performance

Standard 2.3

Lubricants are applied in accordance with job specifications.

Learning Outcome 3 Test and document precision component assembly.

Performance

Standard 3.1

Component assemblies are tested, and adjusted where necessary, to confirm

conformance with job specification.

Performance

Standard 3.2

Performance of assemblies is documented in accordance with job

specification and worksite procedures.

Performance

Standard 3.3

Assemblies are stored in accordance with worksite procedures.



Health and Safety in Employment Act (New Zealand)1992

Occupational Safety & Health Service. Guidelines for Guarding Principles

and General Safety for Machinery. Wellington: Department of Labour,

1995.

ISO 286-1:2010, Geometrical product specifications (GPS) - ISO code

system for tolerances on linear sizes – Part 1: Basis of tolerances,

deviations and fits.


system for tolerances on linear sizes – Part 2: Tables of standard tolerance

grades and limit deviations for holes and shafts.

2. Definitions

Job specifications – instructions relevant to the safe completion of a specific


lists, material specifications, standards, codes of practice, test and

commissioning procedures, and verbal instructions.

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Worksite procedures – operational procedures put in place by the

candidate’s employer. These include site safety procedures, equipment

operating procedures, job procedures, quality assurance, and procedures for

the handling and disposal of materials and waste.

3. Assessment Information


requirements, which include, but are not limited to, the Health and Safety in

Employment Act 1992.


4. Range

Evidence of four assemblies is required

Suggested

assessment methods Theory Test, Quiz, Assignment and Assessment

Practical Test

Resource

requirements

Precision Components, Fittings, Shafts of different sizes bearing and tools.

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER29017 Assemble and fit precision tooling


NCS Purpose

Statement

This NCS is for people engaged in assembly and fitting of tooling to fine

tolerances, such as those specified in ISO 286-1 and ISO 286-2.

People credited with this NCS are able to: prepare, assemble and fit, and

test and document precision tooling.



Learning Outcome 1 Prepare to assemble and fit precision tooling.

Performance

Standard 1.1

Job specifications are interpreted and task requirements determined.

Performance

Standard 1.2

Components are inspected and compared against inventory and job

specifications, and any discrepancies rectified in accordance with worksite

procedures.

Performance

Standard 1.3

Components are cleaned in accordance with job specifications and worksite

procedures.

Learning Outcome 2 Assemble and fit precision tooling.

Performance

Standard 2.1

Tooling is assembled and fitted in accordance with job specifications.

Performance

Standard 2.2

Seals and sealing agents are applied in accordance with job specifications.

Performance

Standard 2.3

Lubricants are applied in accordance with job specifications.

Learning Outcome 3 Test and document precision tooling.

Performance Tooling is tested, and adjusted where necessary, to confirm conformance

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Standard 3.1 with job specifications.

Performance

Standard 3.2

Performance of assemblies is documented in accordance with job

specifications and worksite procedures.

Performance

Standard 3.3

Assembled tooling is stored in accordance with worksite procedures.





1995.


system for tolerances on linear sizes – Part 1: Basis of tolerances,

deviations and fits.


system for tolerances on linear sizes – Part 2: Tables of standard tolerance

grades and limit deviations for holes and shafts.

2 Definitions

Job specifications – instructions relevant to the safe completion of a specific


lists, material specifications, standards, codes of practice, test and

commissioning procedures, and verbal instructions.



operating procedures, job procedures, quality assurance, and procedures for

the handling and disposal of materials and waste.



requirements, which include, but are not limited to, the Occupational Safety

and Health 2002..


4 Range

Evidence of four assemblies is required.

Suggested

assessment methods Theory Test - Assessment with minimum marks of 75%

Assessment - Assessment with minimum marks of 75%

Practical Test – Assessment with minimum marks of 75%

Resource

requirements

Precession instrument and also tool of the trade.

SAG responsible for

developing this NCS

Trades Sector Advisory Group to SQA.



Moderation

information



NCS Code and Title ER29018 Demonstrate and apply knowledge of manually controlled

machining operations


NCS Purpose This NCS covers principles and application of drilling, turning, milling, and

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Statement grinding operations using manually controlled machines.


machine components, cutting tools, and cutting speed and feed rate; and

perform manually controlled machining operations.



Learning Outcome 1 Demonstrate knowledge of machine components.

Range Statement: machines – lathe, mill, surface grinder, cylindrical

grinder.

Performance

Standard 1.1

The major components of machines are identified and their functions

outlined.

Performance

Standard 1.2

Workpiece holding devices and accessories for machines are identified and

their functions outlined with reference to application and safety.

Performance

Standard 1.3

The functions of coolant in machining operations are outlined.

Range Statement: cooling, lubricating, chip removing, preventing

corrosion.

Learning Outcome 2 Demonstrate knowledge of cutting tools.

Performance

Standard 2.1

Terminology relating to cutting tool geometry is explained.

Range Statement: wedge angle, orthogonal cutting, inclined cutting,

normal rake, right and left hand cutting, plunge cutting, nose radius,

clearance angle. Evidence of four terms is required.

Performance

Standard 2.2

The meanings of positive rake and negative rake are explained in terms of

tool geometry.

Performance

Standard 2.3

The purpose of chip breakers is explained in terms of cutting tool operation.

Performance

Standard 2.4

The difference between solid tools and tool bits (inserts) is explained in

terms of cutting tool operation.

Performance

Standard 2.5

ISO classifications of hardmetals (carbides) are interpreted with the use of

tables.

Performance

Standard 2.6

The important parameters of a twist drill are identified on a real, or

representation of a, drill.

Range Statement: rake, lip clearance, point angle.

Performance

Standard 2.7

ISO abrasive product markings are interpreted with the use of tables.

Learning Outcome 3 Demonstrate knowledge of cutting speed and feed rate.

Performance

Standard 3.1

The terms cutting speed and feed rate as used in machining are defined.

Performance

Standard 3.2

The factors affecting tool life are identified.

Performance

Standard 3.3

The factors affecting cutting speed are identified.

Performance

Standard 3.4

Rotational speed in revolutions per minute is determined from a given

cutting speed and diameter.

Performance

Standard 3.5

Optimum cutting speeds and revolutions per minute are determined for

given materials, machining operations, and diameters using nomograms or

tables.

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Performance

Standard 3.6

Optimum feed rates are determined for given machining operations and

materials.

Learning Outcome 4 Perform manually controlled machining operations.

Range Statement: turning operations – turning stepped spindle, taper

turning, form turning, drilling, reaming, boring, cutting threads, parting off,

knurling. Evidence of five operations is required.

milling operations – cutting flats, keyway, and T-slot; pitch circle drilling.

Use of indexing head and rotary table must be demonstrated.

surface grinding operations – truing and dressing a grinding wheel, grinding

a flat face, square shoulder, internal and external diameters and shoulders.

drill sharpening – evidence of three drills of different sizes is required.

Performance

Standard 4.1

Machining operations are performed on given machines in accordance with

machine operating instructions, and using techniques in accordance with

industry practice.

Performance

Standard 4.2

Machining is performed in accordance with safe working practices.

Performance

Standard 4.3

Optimum cutting speeds and feed rates are determined, and gears and other

machine parameters set accordingly.

Performance

Standard 4.4

Machined workpieces are within specified tolerances.


Occupational Safety and Health Act 2002;



1995;

ISO 513:2004, Classification and application of hard cutting materials for

metal removal with defined cutting edges – Designation of the main groups

and groups of application;

Culley, Ron, ed. Fitting and Machining. ISBN 0724138196. Melbourne:

RMIT Publishing, 2009.

2. Definitions

Industry practice – safe and sound practices generally accepted by

competent trade persons within the mechanical engineering industry.

Safe working practices – work practices designed to prevent personal

injuries and damage to equipment and plant. This includes practices

relating to personal attire and use of safety clothing and equipment, use of

machinery and tools, and handling of materials and waste.

Suggested

assessment methods

Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



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NCS Code and Title ER29019 Produce components by performing engineering turning

operations


NCS Purpose

Statement

This NCS covers engineering turning operations with a range of tools and

accessories to produce components to specified tolerances.

People credited with this NCS are able to: prepare for, and perform, turning

operations, and measure components.



Learning Outcome 1 Prepare for turning operations.

Performance

Standard 1.1

Machine is lubricated and routine maintenance carried out in accordance


Performance

Standard 1.2

Drawings, instructions, and specifications are interpreted to establish job

requirements.

Performance

Standard 1.3

Sequence of operations is planned to achieve job requirements efficiently,

and verified in accordance with worksite procedures.

Performance

Standard 1.4

Components are marked out as required by specifications.

Performance

Standard 1.5

Accessories and work-holding fixtures are installed to securely hold the

work.

Performance

Standard 1.6

Tools are selected for efficient machining, prepared, and mounted securely.

Performance

Standard 1.7

Cutting speeds and feeds are selected relevant to machine, material, and

tooling.

Learning Outcome 2 Perform turning operations.

Performance

Standard 2.1

Machine coolant type and flow are adjusted as required by machine and

turning operations.

Performance

Standard 2.2

Components are machined and finished to specified tolerances, without

damage to machine and tools.

Performance

Standard 2.3

Machine is cleaned and waste material disposed of in accordance with


Learning Outcome 3 Measure components.

Performance

Standard 3.1

Components are measured using instruments matching the required

accuracy to confirm that specifications have been achieved.

Performance

Standard 3.2

Measurements are recorded in accordance with worksite procedures.





1995.

2 Definitions







operating procedures, job procedures, and procedures for the handling and

disposal of materials and waste.

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requirements, which include, but are not limited to, the Occupational

Safety and Health Act 2002.

b. All activities must demonstrate safe working practices.

4 Range

a. Turning operations – shaft turning, taper turning, boring, drilling,

reaming, facing, simple V form single start external thread cutting, use

of taps and dies, grooving, parting off.

b. Evidence of six different operations is required.

Suggested

assessment methods

Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER29020 Produce components by performing engineering milling

operations


NCS Purpose

Statement

This NCS covers engineering milling operations with a range of tools and

accessories to produce components to specified tolerances.

People credited with this NCS are able to: prepare for, and perform, milling

operations, and measure components.



Learning Outcome 1 Prepare for milling operations.

Performance

Standard 1.1

Machine is lubricated and routine maintenance carried out in accordance


Performance

Standard 1.2

Drawings, instructions, and specifications are interpreted to establish job

requirements.

Performance

Standard 1.3

Sequence of operations is planned to achieve job requirements efficiently,

and verified in accordance with worksite procedures.

Performance

Standard 1.4

Components are marked out as required by specifications.

Performance

Standard 1.5

Accessories and work-holding fixtures are installed to securely hold the

work.

Performance

Standard 1.6

Tools are selected for efficient machining, prepared, and mounted securely.

Performance

Standard 1.7

Cutting speeds and feeds are selected relevant to machine, material, and

tooling.

Learning Outcome 2 Perform milling operations.

Performance Machine coolant type and flow are adjusted as required by machine and

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Standard 2.1 milling operations.

Performance

Standard 2.2

Components are machined and finished to specified tolerances, without

damage to machine and tools.

Performance

Standard 2.3

Machine is cleaned and waste material disposed of in accordance with


Learning Outcome 3 Measure components.

Performance

Standard 3.1

Components are measured using instruments matching the required

accuracy to confirm that specifications have been achieved.

Performance

Standard 3.2

Measurements are recorded in accordance with worksite procedures.





1995.

2 Definitions







operating procedures, job procedures, and procedures for the handling and

disposal of materials and waste.



requirements, which include, but are not limited to, the Occupational

Safety and Health Act 2002.

b. All activities must demonstrate safe working practices.

4 Range

Milling operations – end milling, slot milling, form milling, slitting, keyway

cutting, boring; must include use of dividing head, and may include use of a

rotary table.

Suggested

assessment methods

Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER29021 Demonstrate and apply knowledge of setting and operating

CNC engineering machines


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NCS Purpose

Statement

This NCS covers principles and practical application of Computer

Numerical Control (CNC) machine setting and operation.

People credited with this NCS are able to demonstrate knowledge of CNC

machines, and set and operate CNC machines.



Learning Outcome 1 Demonstrate knowledge of CNC machines.

Performance

Standard 1.1

The purpose and advantages of CNC are outlined, compared to manually

controlled machining.

Performance

Standard 1.2

The major components and accessories of CNC machines are identified and

their functions outlined.

Range Statement: CNC lathe, CNC mill.

Performance

Standard 1.3

Typical programmable functions are identified.

Performance

Standard 1.4

Machine tool and workpiece movements are expressed in terms of Cartesian

coordinates, and the purpose of the reference point (grid zero) is explained.


Performance

Standard 1.5

The purpose of tool compensation is explained.

Performance

Standard 1.6

The interaction between CAD, CAM, and DNC in relation to modern

production of components using CNC is outlined.

Performance

Standard 1.7

Hazards in the use of CNC machines, and methods of managing these

hazards, are identified.

Learning Outcome 2 Set CNC machines.


Performance

Standard 2.1

Cutting tools are loaded into turret in accordance with specifications.

Performance

Standard 2.2

Holding devices, safe and suitable for the task, are selected, and workpiece

is loaded in accordance with machine instructions.

Performance

Standard 2.3

Program is loaded in accordance with machine instructions.

Performance

Standard 2.4

Reference point is assigned in accordance with machine instructions.

Performance

Standard 2.5

Offsets are entered in accordance with machine instructions and

specifications.

Learning Outcome 3 Operate CNC machines.


Performance

Standard 3.1

Test pieces are cut in accordance with machine instructions.

Performance

Standard 3.2

Measurements and adjustments are made until the machine cuts components

to specifications.

Performance

Standard 3.3

Machine operation is monitored and tool changes made as required.

Performance

Standard 3.4

Machining is performed in accordance with safe working practices.

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1995.

2. Definitions

CAD – Computer Aided Design.

CAM – Computer Aided Manufacturing.

CNC – Computer Numerical Control.

DNC – Distributive Numerical Control.





Suggested

assessment methods

Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER29022 Demonstrate and apply knowledge of programming CNC

engineering machines


NCS Purpose

Statement

This NCS covers principles and application of programming of computer

numerically controlled (CNC) lathes and mills.

People credited with this NCS are able to demonstrate knowledge of CNC

programming, and apply knowledge of CNC programming to produce

working programs.



Learning Outcome 1 Demonstrate knowledge of CNC programming.

Performance

Standard 1.1

Main axes and typical reference points are identified for turning and

machining centres.

Performance

Standard 1.2

The absolute and incremental reference point systems are outlined.

Performance

Standard 1.3

The difference between point-to-point and continuous path machining is

explained.

Performance

Standard 1.4

The difference between linear and circular interpolation methods is

explained.

Performance

Standard 1.5

The concepts of tool length and cutter radius compensations are outlined,

with an indication of how they may be implemented in a program.

Performance

Standard 1.6

Given a short section of a program using G and M codes, together with

appropriate code tables, each statement is explained in terms of the

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corresponding machine operations.

Learning Outcome 2 Apply knowledge of CNC programming to produce working programs.

Range Statement: evidence of at least one program is required for given

machining work, for a CNC lathe or mill. G code or another format

compatible with the machine may be used.

Performance

Standard 2.1

Set-up sheet is produced from given drawings.

Range Statement: set-up sheet contains at least – establishment of machine

and part zero points; types and locations of cutting tools and work-holding

devices; setting-up instructions.

Performance

Standard 2.2

Programs demonstrate point-to-point machining, and continuous path

machining with linear and circular interpolation.

Performance

Standard 2.3

Programs demonstrate use of tool compensation.

Performance

Standard 2.4

Programs are test run, and produce the components within the specified

tolerances.


ISO 6983-1:2009, Automation systems and integration - Numerical control

of machines – Program format and definition of address words – Part 1:

Data format for positioning, line motion and contouring control systems.


The credit allocation for this NCS assumes that prior credit has been gained

for NCS FI059, Demonstrate and applies knowledge of setting and

operating CNC engineering machines.

Suggested

assessment methods

Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER29023 Level machinery and equipment


NCS Purpose

Statement

People credited with this NCS are able to check and correct the level of

machinery and equipment.



Learning Outcome 1 Check the level of machinery and equipment.

Performance

Standard 1.1

Procedures and equipment for checking level are identified.

Performance

Standard 1.2

Level tolerances are identified from manufacturer's specifications or

industry practice.

Performance

Standard 1.3

Levelling checks are carried out in accordance with manufacturer’s


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Learning Outcome 2 Correct the level of machinery and equipment.

Performance

Standard 2.1

Reasons for errors in level are determined in accordance with industry

practice.

Range Statement: may include but is not limited to – soft foot, unstable

surface, missing or broken machine mounts, insufficient depth of

foundation, uneven foundation pads.

Performance

Standard 2.2

Machinery and equipment are levelled in accordance with manufacturer’s


Performance

Standard 2.3

Machinery and equipment records are completed in accordance with

worksite procedures



2 Definitions






requirements.

3 Range

The process of levelling requires the use of a variety of tools and devices

which may include but are not limited to: spirit or hand levels; lines;

optical, electronic, and laser technology; abney levels; and theodolites.

Assessment across all outcomes requires the candidate to level a minimum

of two items of machinery and equipment.

Suggested

assessment methods

Resource

requirements

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER30001 Perform basic fabrication operations under supervision


NCS Purpose

Statement

This NCS is designed for entry level training in fabrication and related

trades, and covers basic fabrication operations.

People credited with this NCS are able to: demonstrate introductory

knowledge of fabrication processes, demonstrate knowledge of safe

working practices in fabrication, prepare for fabrication of simple objects,

fabricate simple objects, and adjust and maintain fabrication machines.


Subfield – Sheetmetal Working

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Learning Outcome 1 Demonstrate introductory knowledge of fabrication processes.

Performance

Standard 1.1

The processes are outlined in accordance with industry practice.

Range Statement: Processes – metal selection, layout, marking, cutting,

bending, forming, assembly; outlines – purpose, brief description of

process.

Performance

Standard 1.2

The basic principles of cutting and forming metals are described, with

reference to the effects on the workpiece, tools, and material properties.

Performance

Standard 1.3

Basic machines used in the fabrication industry are identified and their

applications briefly described in accordance with industry practice.

Range Statement: Guillotine, press brake, shearing, sawing, bending,

notching, folding, rolling, punching, grinding, drilling, cropping.

Performance

Standard 1.4

Cutting, bending, and joining allowances are calculated.

Learning Outcome 2 Demonstrate knowledge of safe working practices in fabrication.

Performance

Standard 2.1

Safe working practices relating to the fabricator are outlined.

Range Statement: Includes but is not limited to – long hair, loose clothing,

footwear, items of adornment, goggles, ear muffs, gloves, training, lifting

techniques.

Performance

Standard 2.2

Hazards and safety practices associated with fabrication machines and tools

are identified in accordance with safety guidelines.

Range Statement: Includes but is not limited to – guards, unattended

machines left running, emergency stops; chuck keys, spanners, cutting,

grinding, bending, welding, riveting, and machine capacity.

Performance

Standard 2.3

Safe working principles relating to materials are outlined.

Range Statement: Disposal of waste material, spillages.

Performance

Standard 2.4

Location of fire extinguishers and emergency exits in the workshop are

identified.

Learning Outcome 3 Prepare for fabrication of simple objects.

Range Statement: Simple fabrication objects – objects based on

rectangular, cylindrical, conical, or pyramidal shapes, simple transitions,

simple structural frames;

materials – aluminium, mild steel in the range 0.4 to 6mm thickness;

assembly methods may include but are not limited to – fasteners, welding;

evidence of at least three different objects is required.

Performance

Standard 3.1

Drawings and/or specifications are interpreted and fabrication processes

clarified.

Performance

Standard 3.2

Machines and tools are selected and their operating procedures and fitness

for use determined.

Performance

Standard 3.3

Materials are selected in accordance with specifications.

Learning Outcome 4 Fabricate simple objects.

Range Statement: Simple fabrication objects – objects based on

rectangular, cylindrical, conical, or pyramidal shapes, simple transitions,

simple structural frames;

materials – aluminium, mild steel in the range 0.4 to 6mm thickness;

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assembly methods may include but are not limited to – fasteners, welding;

evidence of at least three different objects is required.

Performance

Standard 4.1

Basic fabrication processes are demonstrated by fabricating objects in


Range Statement: Basic fabrication processes – marking out, cutting,

forming, assembly;

application of cutting, bending, and joining allowances.

Performance

Standard 4.2

Machines and tools are set and used safely in accordance with industry

practice and safety guidelines.

Performance

Standard 4.3

Fabrications are inspected and measured for compliance with specifications,

and deviations identified.

Learning Outcome 5 Adjust and maintain fabrication machines.

Performance

Standard 5.1

Machines are left clean and ready for next use, and any unusable machines

and tools are reported to the supervisor.

Performance

Standard 5.2

Waste material is disposed of in accordance with worksite procedures.

Performance

Standard 5.3

Routine checks, adjustments, and lubrication are carried out in accordance

with machine operating procedures.

Explanatory Notes 1. This NCS is concerned with establishing safe use of machines and

tools and proper operational practices, rather than precision

fabrication. Therefore the specification of required fabrication

precision for assessment purposes should take into account the

introductory nature of this standard and the materials, machines, and

tools used.

2. The skills of Learning Outcomes 3, 4, and 5 are expected to be

demonstrated under close supervision.

3. References

Occupational Safety and Health A and Safety Act 2002

Occupational Safety and Health Service. Guidelines for Guarding

Principles and General Safety for Machinery, Department of Labour, 1995.

Accident Compensation Corporation and Department of Labour. Metal

Industry Guidelines for Safe Work, ACC, 2007.

4. Definitions

Industry practice – safe and sound practices generally accepted by competent

trade persons within the fabrication industry.


such as those listed in the references, as well as guidelines for specific

machines.

Suggested

assessment methods Theory Test, short answer assessment, quiz, assignment

Practical Test

Resource

requirements

Machines of the trade and hand tools.

SAG responsible for

developing this NCS




Moderation

information



of 184


NCS Code and Title ER31029 Cut metals using manual thermal processes


NCS Purpose

Statement

This NCS covers the manual cutting of metals using the oxy-fuel and

plasma arc cutting processes.

People credited with this NCS are able to: prepare to cut metals using

manual thermal processes; cut metals using manual thermal processes; and

control quality of the cut.


Subfield – Boilermaking and Welding

Learning Outcome 1 Prepare to cut metals using manual thermal processes.

Performance

Standard 1.1

Work area is assessed for hazards associated with the cutting process and all

necessary precautions taken in accordance with safe working practice.

Range Statement: electric shock, arc radiation, fire, explosion, fumes and

gases, heat, confined space, hot metal.

Performance

Standard 1.2

Equipment is assembled and maintained ready for use in accordance with

manufacturer’s instructions.

Performance

Standard 1.3

Consumables are selected in accordance with cutting requirements.

Range Statement: gases, tips, nozzles.

Performance

Standard 1.4

Metal is positioned and supported for cutting in accordance with safe

working practice.

Performance

Standard 1.5

A cutting sequence is followed to minimise material distortion in


Learning Outcome 2 Cut metals using manual thermal processes.

Range Statement: oxy-fuel process on steel – evidence of at least five cuts

including sheet or plate, pipe, sections, hole piercing, bevelling;

plasma arc process on steel, stainless steel, and aluminium. – evidence of at

least five cuts is required, demonstrating ability to cut all three metals, sheet

or plate, pipe, sections, and hole piercing.

Performance

Standard 2.1

Safety procedures are followed and personal protective equipment is worn

in accordance with safe working practice.

Performance

Standard 2.2

Cutting parameters are established in accordance with manufacturer’s

recommendations.

Range Statement: parameters – nozzle or tip size, gas pressures, flame

type, travel speed, current electrode.

Performance

Standard 2.3

Metal is cut to industry standard and in accordance with industry practice.

Learning Outcome 3 Control quality of the cut.

Performance

Standard 3.1

Cuts are compared to quality requirements of industry standard by visual

examination, and imperfect cuts, if any, are re-worked in accordance with

industry practice.

Range Statement: typical imperfections – gouges, top edge melting, cut

not square or straight, excessive adhering slag.


Health and Safety in Welding. Wellington: Department of Labour, 2006.

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Available from http://www.osh.govt.nz.

WTIA Technical Note 5, Flame cutting of steels. Welding Technology

Institute of Australia, 1994. Available from Heavy Engineering Research

Association, PO Box 76134, Manukau City, Manukau 2241.

2 Definitions

Industry practice – refers to the safe and sound practices accepted by the

fabrication industry.

Industry standard – Class 3 of WTIA Technical Note 5, or worksite

equivalent.

Manual thermal processes – refers to the oxy-fuel gas and plasma processes

with the cutting torch being hand held. Guides may be used.

Metals – refers to carbon steel, stainless steel, and aluminium.

Oxy-fuel – refers to oxygen cutting using a fuel gas such as acetylene or

liquid petroleum gas (LPG); also referred to as gas cutting.

Safe working practice – refers to formal worksite or company safety

policies, or the practices established by Health and Safety in Welding or

similar codes.

Suggested

assessment methods

Observation, practical,

Resource

requirements

Oxy-Acetylene set ,welding goggle, gloves, plasma, head shield, steel plate,

pip, stainless steel ,aluminum

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER31030 Demonstrate and apply knowledge of safe welding procedures

under supervision


NCS Purpose

Statement

This NCS is for use in entry level training of mechanical engineering and

related trades and covers welding principles and safe practice under

supervision at an introductory level.

People credited with this NCS are able to demonstrate knowledge of

welding principles, quality assurance, and safety; and have demonstrated

safe welding practice under supervision.



Learning Outcome 1 Demonstrate knowledge of welding principles.

Range Statement: Processes – oxyacetylene, manual metal arc, GMAW,

GTAW.

Evidence of three processes is required, which together should cover simple

fillet and butt welds in flat positions, joining mild steel.

Performance

Standard 1.1

The terms soldering, brazing, and welding are distinguished and typical

applications stated.

http://www.osh.govt.nz/

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Performance

Standard 1.2

Welding terminology is explained with reference to typical applications.

Range Statement: butt weld, fillet weld, weld size (leg length and throat

thickness), fusion, penetration, weld profile (concave, convex).

Performance

Standard 1.3

The principles of different types of welding and cutting processes are

outlined with reference to typical applications.

Range Statement: processes – resistance welding, oxyacetylene, manual

metal arc, GMAW, GTAW, thermal cutting.

Learning Outcome 2 Demonstrate knowledge of welding quality assurance.

Performance

Standard 2.1

The principles of, and reasons for, basic welding quality assurance and

inspection are outlined.

Range Statement: principles – welding procedures, welder qualification,

welding inspection.

Performance

Standard 2.2

Factors affecting weld quality are identified.

Range Statement: welding procedure, welder skill.

Performance

Standard 2.3

Defective welds are identified by visual inspection in accordance with

instructions.

Range Statement: concavity, undercut, undersized, porosity, non-metallic

inclusions, cracks.

Learning Outcome 3 Demonstrate knowledge of welding safety.

Performance

Standard 3.1

The source and nature of hazards associated with welding and cutting

processes are identified.

Range Statement: electric shock, burns (arc radiation, heat), fumes,

asphyxiation, noise, hard and/or hot particles, chemical (cleaning, pickling,

and passivating agents), dust.

Performance

Standard 3.2

Techniques of dealing with welding hazards are outlined in accordance with

safe working practice.

Performance

Standard 3.3

The obligations of employees and employers under the Occupational Safety

and Health Act 2002 are outlined.

Range Statement: employees – responsibility for their own health and

safety, responsibility for ensuring their actions do not harm anyone else;

employers – elimination, isolation, or minimisation of hazards.

Learning Outcome 4 Demonstrate safe welding practice under supervision.

Range Statement: processes – oxyacetylene, manual metal arc, GMAW,

GTAW.

Evidence of three processes is required, which together should cover simple

fillet and butt welds in flat positions, joining mild steel.

Performance

Standard 4.1

The worksite is checked for potential hazards.

Range Statement: may include – confined space, presence of flammable

and/or explosive materials or containers, defective equipment, hot metal,

hard and/or hot particles.

Performance

Standard 4.2

Personal protective equipment is worn in accordance with safe working

practice.

Performance Welding operations comply with safe working practice.

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Standard 4.3

Performance

Standard 4.4

Welding plant and materials are checked and prepared for welding in

accordance with instructions.

Range Statement: connections – hose, regulator, torch, cables, gas

cylinder, as appropriate to the process;

cable insulation; condition of welding torches and/or guns; condition of

parent material and filler metals.

Performance

Standard 4.5

Metals are prepared and joined in accordance with instructions.

Range mild steel sheet and sections in the 1.5 to 3.2mm thickness range.

Performance

Standard 4.6

Welds are sound and without obvious defects, as required for non-critical

applications.


Common engineering metals – includes but is not limited to – iron, carbon

steels, austenitic stainless steels, aluminium, copper, brasses, bronzes, zinc.

2 References




Zealand (NZS), International Organisation for Standardisation (ISO),

Japanese Industrial Standards (JIS), Standards Australia (AS), Deutsches

Institut für Normung e. V. (German Institute for Standardisation (DIN)).


This unit is intended to cover entry level knowledge of common

engineering metals, to establish a foundation knowledge base.

Suggested

assessment methods




Resource

requirements

OAW equipment, MMAW equipment, GMAW equipment, GTAW

equipment

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER31031 Demonstrate and apply knowledge of welding low carbon

steel


NCS Purpose

Statement

This NCS is for use in training of people whose work involves welding of

low carbon steel, using the Manual Metal Arc (MMAW), Gas Metal Arc

(GMAW), and Flux-Cored Arc (FCAW) welding processes.


ferrous metals from a welding perspective, and of the MMAW, GMAW,

and FCAW processes for welding low carbon steel; and weld low carbon

of 184


steel.



Learning Outcome 1 Demonstrate knowledge of ferrous metals from a welding perspective.

Range Statement: Evidence is required of six welds consisting of one lap

or tee fillet weld in

the horizontal-vertical position and one butt weld in the flat position for

each

of the MMAW, GMAW, and FCAW processes, using steel plate or sections

In the 3-10 mm thickness range.

Performance

Standard 1.1

The effects of welding on mechanical properties are explained for ferrous

metals.

Range Statement: the explanation is limited to the general effects related

to – material composition, section thickness, welding heat input, cooling

rates.

Performance

Standard 1.2

Weldability of different ferrous metals is compared.

Range Statement: ferrous metals – low carbon steel, structural steel, high

strength steel, grey cast iron.

Performance

Standard 1.3

Methods of applying preheat and controlling the cooling rate are described

for steel.

Performance

Standard 1.4

Weld faults in steel are identified, and remedial and preventative actions

described.

Range Statement: faults include – cracks, lack of fusion, incomplete

penetration, porosity, undercut, incorrect weld shape and size.

Learning Outcome 2 Demonstrate knowledge of the MMAW process for welding low carbon

steel.

Performance

Standard 2.1

The features of the power source are described.

Range Statement: features – constant current characteristic, current type

(AC/DC), rating, duty cycle, open circuit voltage, arc voltage, welding

current, arc starting aids.

Performance

Standard 2.2

The advantages and limitations of the MMAW process are explained.

Performance

Standard 2.3

Selection, handling, and storage requirements of welding consumables are

outlined.

Range Statement: rutile electrodes, basic electrodes.

Learning Outcome 3 Demonstrate knowledge of the GMAW and FCAW processes for welding

low carbon steel.

Performance

Standard 3.1

The features of the equipment are described.

Range Statement: features – constant voltage characteristic, current type,

rating, duty cycle, voltage, synergic control, wire feed speed, welding

current, burn back control, welding gun set-up.

Performance

Standard 3.2

The advantages and limitations of GMAW and FCAW welding are

identified.

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Range Statement: advantages and limitations include those related to the

mode of metal transfer used.

Performance

Standard 3.3


outlined.

Range Statement: consumables are limited to those commonly used to

weld low carbon steel – solid wire electrodes, gas-shielded rutile FCAW

electrodes, self-shielded FCAW electrodes; shielding gases.

Learning Outcome 4 Weld low carbon steel.

Range Statement: evidence is required of six welds consisting of one lap

or tee fillet weld in the horizontal-vertical position and one butt weld in the

flat position for each of the MMAW, GMAW, and FCAW processes, using

steel plate or sections in the 3-10 mm thickness range.

Performance

Standard 4.1

Safe working practices are followed.

Range Statement: practices include – use of personal protective

equipment, checking of equipment for faults, use of fume extraction

equipment, elimination of risk of fire or explosion, protection from arc

radiation.

Performance

Standard 4.2

Metals are prepared and joined in accordance with given welding

procedure.

Performance

Standard 4.3

Welds are assessed for imperfections and compared to the permissible

levels in AS/NZS 1554.1:2004.

Range Statement: assessment is by visual examination and may include –

break-over, nick break, bend testing.

Explanatory Notes 1 This NCS is concerned with welding at an introductory level, typically

as taught and assessed on apprenticeship courses. The credit value

reflects the limited practice time available on such courses. It is

envisaged that apprentices would continue to practice welding in the

workplace until they reach the level of proficiency required by

industry standards. NCSs 2671-2698 cover welding at industry

standard level.

2 References

AS/NZS 1554.1:2004 Structural steel welding – Welding of steel structures.


Available from http://www.osh.govt.nz/.

3 Definitions

FCAW – Flux Cored Arc Welding.

GMAW – Gas Metal Arc Welding, also referred to as Metal Inert Gas

(MIG) welding.

MMAW – Manual Metal Arc Welding.

Low carbon steel is commonly referred to as mild steel.

Safe working practice – refers to the practices established by Health and

Safety in Welding or equivalent codes of practice.

Welding procedure – refers to a written work instruction providing all the

necessary technical detail for a specific welding application.

Suggested

assessment methods





of 184


Resource

requirements

MMAW equipment, GMAW equipment, steel plate 3-10 mm ,helmet,

chipping hammer, steel brush.

SAG responsible for

developing this NCS




Moderation

information



NCS Code and Title ER31032 Demonstrate and apply knowledge of welding aluminium and

stainless steel


NCS Purpose

Statement

This NCS is for use in training of people whose work involves welding of

aluminium and stainless steel, using the Gas Metal Arc Welding (GMAW)

and Gas Tungsten Arc Welding (GTAW) processes.


aluminium and stainless steel from a welding perspective, the GTAW

process for welding aluminium and welding stainless steel, and the GMAW

process for welding aluminium; and to weld aluminium and stainless steel.



Learning Outcome 1 Demonstrate knowledge of aluminium and stainless steel from a welding

perspective.

Range Statement: Practices include – use of personal protective



radiation.

Performance

Standard 1.1

Factors affecting the weldability of aluminium are described.

Range Statement: descriptions are limited to overviews of – the grades of

aluminium, the problems of thermal conductivity and the oxide film, the

effects of heat input on mechanical properties of the 5000 and 6000 series

alloys.

Performance

Standard 1.2

Weld faults in aluminium are identified, and remedial and preventative

actions described.

Range Statement: faults include – cracks, lack of fusion, incomplete

penetration, porosity, undercut, incorrect weld shape and size.

Performance

Standard 1.3

Factors affecting the weldability of austenitic stainless steel are described

and compared to those of carbon steel.

Range Statement: descriptions are limited to – a simple definition of

stainless steel; maintenance of the protective oxide film for the 304 and 316

grades by control of heat input, back purging, and post-weld cleaning.

Performance

Standard 1.4

Weld faults in austenitic stainless steel are identified and remedial and

preventative actions described.

Range Statement: faults include – oxidation, cracks, lack of fusion,

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incomplete penetration, porosity, undercut, incorrect weld shape and size.

Learning Outcome 2 Demonstrate knowledge of the GTAW process for welding aluminium and

welding stainless steel.

Performance

Standard 2.1

The features of the equipment are described.

Range Statement: power source – characteristic, current type, polarity,

rating, duty cycle, methods of welding current control, high frequency, lift-

arc;

torch set-up – electrodes, nozzles, gas lens.

Performance

Standard 2.2

The advantages, limitations, and typical applications of GTAW welding are

identified.

Performance

Standard 2.3


outlined.

Range Statement: shielding gas, electrodes, filler rods.

Learning Outcome 3 Demonstrate knowledge of the GMAW process for welding aluminium.

Performance

Standard 3.1

Features and functions of the equipment are described.

Range Statement: power source – conventional constant voltage

characteristic type, synergic control for pulsed arc welding, arc length (trim)

control;

welding gun set-up; wire feed systems.

Performance

Standard 3.2

The advantages, limitations, and typical applications of GMAW welding are

identified.

Performance

Standard 3.3


outlined.

Range Statement: consumables are limited to those commonly used to

weld the 5000 and 6000 series alloys, and shielding gases.

Learning Outcome 4 Weld aluminium and stainless steel.

Performance

Standard 4.1

Safe working practices are followed.

Range Statement: practices include – use of personal protective



radiation.

Performance

Standard 4.2

Austenitic stainless steel is prepared and GTAW welded in accordance with

welding procedure.

Range Statement: one lap or tee fillet weld in the horizontal-vertical

position and one back purged butt weld in the flat position, in the 1-2 mm

thickness range.

Performance

Standard 4.3

Aluminium is prepared and welded in accordance with welding procedure.

Range Statement: GTAW – one lap or tee fillet weld in the horizontal-

vertical position and one butt weld in the flat position, in the 2-5mm

thickness range;

GMAW – one lap or tee fillet weld in the horizontal-vertical position in the

1.5-6mm thickness range.

Performance

Standard 4.4

Welds are assessed for imperfections and compared to the permissible

levels in AS/NZS 1665:2004 for aluminium and AS/NZS 1554.6:1994 for

stainless steel welds.

of 184


Range Statement: assessment is by visual examination and may include

break-over, nick break, and bend testing.

Explanatory Notes 1 This NCS is concerned with welding at an introductory level, typically

as taught and assessed on apprenticeship courses. The credit value

reflects the limited practice time available on such courses. It is

envisaged that apprentices would continue to practice welding in the

workplace until they reach the level of proficiency required by

industry standards. NCSs 2671–2698 cover welding at industry

standard level.

2 References

AS/NZS 1554.6:1994 Structural steel welding – Welding stainless steels for

structural purposes.

AS/NZS 1665:2004 Welding of aluminium structures.


Available from http://www.osh.govt.nz/.

3 Definitions

Aluminium – refers to aluminium and weldable aluminium alloys.

GMAW – Gas Metal Arc Welding, also referred to as Metal Inert Gas

(MIG) welding.

GTAW – Gas Tungsten Arc Welding, also referred to as Tungsten Inert Gas

(TIG) welding.

Safe working practice – refers to the practices established by Health and

Safety in Welding or equivalent codes of practice.

Welding procedure – refers to a written work instruction providing all the

necessary technical detail for a specific welding application.

Suggested

assessment methods




Resource

requirements

Aluminum sheet, stainless steel plate, GMAW, helmet, chipping hammer,

steel brush

SAG responsible for

developing this NCS




Moderation

information




of 184


ANNEX 1: THE SAMOA QUALIFICATIONS FRAMEWORK

QF Consultation 13 June 2006 21

LEVEL QUALIFICATION

X DOCTORATES

IX MASTERS

VIIIPOSTGRADUATE DIPLOMAS, POSTGRADUATE CERTIFICATES, BACHELOR WITH HONOURS

VIIBACHELORS, GRADUATE DIPLOMAS,

GRADUATE CERTIFICATES

VI

DIPLOMASV

IV

CERTIFICATESIII

II

I

of 184

ANNEX 2: SQF LEVEL OUTCOME DESCRIPTORS

Qualificati

on

Lev

el Knowledge Skill

Application of skill and

knowledge

Credit

Values

DO

CT

OR

AT

ES

X

Graduates will have knowledge

at the most advanced frontier of

a field of study or professional

practice which demonstrates a

critical understanding of a

substantial and complex body of

knowledge

Graduates will have expert

thinking, technical and research

skills in a discipline to critically

reflect, synthesize and evaluate

ideas and theories, develop, adapt

and implement research methods

to extend or re-defined exiting

knowledge or professional practice

and to disseminate and promote

new ideas to peers and others. The

graduate will generate original

knowledge and understanding to

make a substantial contribution to

a discipline or practice area

Graduates will apply knowledge

and skills to demonstrate

autonomy, authoritative

judgement, adaptability and

responsibility as an expert and

leading practitioner or academic,

showing a sustained commitment

to the development of new ideas or

practices at the forefront of their

discipline/practice area

360 – 480

credit

points post

Level IX

MA

ST

ER

S

IX

Graduates will have advanced

understanding of a complex body

of knowledge in one or more

disciplines or practice areas

which is at the forefront of their

discipline/practice area


specialised skills to think and work

in a body of knowledge or practice

area in order to analyse, critically

reflect and synthesize complex

information, problems and theories

and to research and apply

established theories and interpret

and communicate knowledge,



autonomy, authoritative


responsibility as a practitioner or

learner

120 – 240

credit

points post

Level VIII

(in some

cases post

Level VII)

of 184


Qualificati

on

Lev

el Knowledge Skill


knowledge

Credit

Values

skills and ideas to both specialist

and non specialist audiences

PO

ST

GR

AD

UA

TE

DIP

LO

MA

S a

nd

CE

RT

IFIC

AT

ES

, B

(H

ons)

VIII

Graduates will have advanced

theoretical and technical

knowledge in one or more

disciplines demonstrating critical

understanding of key principles


specialised skills to think, work

and communicate in order to

critically analyse, evaluate and

transform information to complete

a range of activities and to analyse

and generate solutions to complex

problems and communicate

solutions, knowledge, skills and

ideas to others



autonomy and well developed


responsibility as a learner or

practitioner

120 – 240

credit

points post

Level VII

BA

CH

EL

OR

S,

GR

AD

UA

TE

DIP

LO

MA

S,

GR

AD

UA

TE

CE

RT

IFIC

AT

ES

VII

Graduates will have deep

specialised technical and/or

theoretical knowledge in one or

more fields of study or work

Graduates will have well

developed skills to think and work

and to communicate, analyse,

evaluate and adapt information to

complete a range of activities,

generate solutions to complex

problems and communicate

solutions, knowledge and ideas to

others



autonomy, judgement and

responsibility in self directed

contexts. The graduate is expected

to provide specialist advice and

undertake specialist functions

360 – 480

credits

of 184


Qualificati

on

Lev

el Knowledge Skill


knowledge

Credit

Values

DIP

LO

MA

VI

Graduates will have broad

theoretical knowledge and deep

technical knowledge in a

specialised or broad area of work

and/or learning

Graduates will have a broad range

of skills to think, work and

communicate in order to analyse

information to complete a range of

activities and to find solutions to

unpredictable and complex

problems and to communicate

knowledge, skills and ideas to

others to help them solve problems


and skills in order to demonstrate

autonomy and judgement and take

defined responsibility in contexts

subject to change and to provide

specialist advice and carry out

specialist functions. At this level

the graduate provides leadership in

changing contexts and is able to

fully manage their own work

performance and/or learning

240 – 360

credits

V

Graduates will have specialised

technical and theoretical

knowledge in a specialised area

or a broad work field and/or

learning



communicate in order to analyse

and find solutions to predictable

and unpredictable problems and

situations and to communicate this

information to others.


and skills in order to demonstrate

autonomy, judgement in a defined

responsibility in known and

changing contexts and to manage

the work performance and/or

learning of others

120 – 240

credits

of 184


Qualificati

on

Lev

el Knowledge Skill


knowledge

Credit

Values

CE

RT

IFIC

AT

E

IV


of broad facts and practical and

theoretical knowledge related to

a specialised or broad area of

work and/or learning



communicate to select solutions

for known and unknown problems

and to apply a range of methods,

tools, materials and information to

complete a range of routine and

non routine tasks



autonomy and to make judgements

in both predictable and

unpredictable contexts. The

graduate will manage their own

learning and take some

responsibility for the work and

learning of others

120 – 240

credits

III


of broad facts and practical and

theoretical knowledge related to

specialised or broad area of work

and/or learning



communicate to select and apply

solutions to familiar problems

using specialised range of

methods, tools, materials in work

and/or learning


and skills to make judgements

about problems under limited

supervision with some autonomy.

They will be mainly routine and

predictable and require

collaboration with others. The

graduate will take major

responsibility for their own

learning and performance

120 – 240

credits

II


of basic facts or of operations

relevant to work in a defined

context and/or for learning

Graduates will have the skills to

think, work and communicate in

order to apply known processes

and known solutions to problems

that are familiar. Graduates will

have the skills to apply known

methods, tools and materials in


and skills in structured contexts

under general supervision in

collaboration with others 60 – 120

credits

of 184


Qualificati

on

Lev

el Knowledge Skill


knowledge

Credit

Values

work or further learning

I

Graduates will have functional

knowledge of literacy and

numeracy and how to live, work

and study with other people to

live productively in their

community and enter work or

further study

Graduates will have the skills to

think, work and communicate on

routine tasks under direction and

supervision and to identify and

report on any routine problems


and skills in highly structured and

directed work, social or learning

contexts where interaction with

others follows routine patterns

40 – 120

credits

of 184

ANNEX 3: SQF FIELDS AND SUBFIELDS

FIELD/CLASSIFICATION SUBFIELD CODE

NATURAL AND PHYSICAL SCIENCES NS

Mathematical Sciences Mathematics NS01

Statistics NS02

Mathematical Sciences not elsewhere classified NS91

Physics and Astronomy Physics NS03

Astronomy NS04

Chemical Sciences Organic Chemistry NS05

Inorganic Chemistry NS06

Chemical Sciences not elsewhere classified NS92

Earth Sciences Atmospheric Sciences NS07

Geology NS08

Geophysics NS09

Geochemistry NS10

Soil Science NS11

Hydrology NS12

Oceanography NS13

Earth Sciences not elsewhere classified NS93

Biological Sciences Biochemistry and Cell Biology NS14

of 184



Botany NS15

Ecology and Evolution NS16

Marine Science NS17

Genetics NS18

Microbiology NS19

Human Biology NS20

Zoology NS21

Neuroscience NS22

Biological Sciences not elsewhere classified NS94

Other Natural and

Physical Sciences

Medical Science NS23

Food Science and Biotechnology NS24

Pharmacology NS25

Laboratory Technology NS26

Natural and Physical Sciences not elsewhere classified NS95


INFORMATION TECHNOLOGY IT

Computer Science Formal Language Theory IT01

Programming IT02

Computational Theory IT03

Compiler Construction IT04

Algorithms IT05

of 184


Data Structures IT06

Networks and Communications IT07

Computer Graphics IT08

Operating Systems IT9

Artificial Intelligence IT10

Computer Science not elsewhere classified IT91

Information Systems Conceptual Modelling IT11

Database Management IT12

Systems Analysis and Design IT13

Decision Support Systems IT14

Information Systems not elsewhere classified IT92

Other Information

Technology

Security Science IT15

Information Technology not elsewhere classified IT93


ENGINEERING AND RELATED TECHNOLOGIES ER

Manufacturing,

Engineering and

Technology

Manufacturing Engineering ER01

Printing ER02

Textile Making ER03

Garment Making ER04

Plastics Processing Technology ER05

Footwear Making ER06

of 184


Wood Machining and Turning ER07

Cabinet Making ER08

Furniture Upholstery and Renovation ER09

Furniture Polishing ER10

Manufacturing Engineering and Technology not elsewhere

classified

ER91

Process and Resources

Engineering

Chemical Engineering ER11

Mining and Resources Engineering ER12

Wood Based Manufacturing ER13

Materials Engineering ER14

Ceramics, Industrial Glass and Rubber Manufacturing ER15

Food (excluding Seafood) Processing Technology ER16

Seafood Processing ER17

Process and Resources Engineering not elsewhere

classified

ER92

Automotive Engineering

and Technology

Automotive Engineering ER18

Vehicle Mechanics ER19

Automotive Electrics and Electronics ER20

Automotive Vehicle Refinishing ER21

Automotive Body Construction ER22

Panel Beating ER23

Upholstery and Vehicle Trimming ER24

Automotive Vehicle Operations ER25

of 184


Automotive Engineering and Technology not elsewhere

classified

ER93

Mechanical and

Industrial Engineering

and Technology

Mechanical Engineering ER26

Industrial Engineering ER27

Toolmaking ER28

Metal Fitting, Turning and Machining ER29

Sheetmetal Working ER30

Boiler-making and Welding ER31

Metal Casting and Pattern Making ER32

Precision Metalworking ER33

Plant and Machine Operations ER34

Mechanical and Industrial Engineering & Technology not

elsewhere classified

ER94

Civil Engineering Construction Engineering ER35

Structural Engineering ER36

Building Services Engineering ER37

Water and Sanitary Engineering ER38

Transport Engineering ER39

Road Construction ER40

Geotechnical Engineering ER41

Ocean Engineering ER42

Civil Engineering not elsewhere classified ER95

of 184


Geomatic Engineering Surveying ER43

Mapping Science ER44

Geomatic Engineering not elsewhere classified ER96

Electrical and Electronic

Engineering and

Technology

Electrical Engineering ER45

Electronic Engineering ER46

Computer Engineering ER47

Communications Technologies ER48

Communications Equipment Installation and Maintenance ER49

Power Line Installation and Maintenance ER50

Electrical Fitting, Electrical Mechanics ER51

Refrigeration, Heating and Air Conditioning ER52

Electronic Equipment Servicing ER53

Electrical and Electronic Engineering and Technology not


ER97

Aerospace Engineering

and Technology

Aerospace Engineering ER54

Aircraft Maintenance Engineering ER55

Aircraft Operation ER56

Air Traffic Control ER57

Aerospace Engineering and Technology not elsewhere

classified

ER98

Maritime Engineering

and Technology

Maritime Engineering ER58

Marine Construction ER59

of 184


Marine Craft Operation ER60

Maritime Engineering and Technology not elsewhere

classified

ER99

Other Engineering and

Related Technologies

Environmental Engineering ER61

Orthotics and Prosthetics ER62

Biomedical Engineering ER63

Fire Technology and Rescue Services ER64

Rail Operations ER65

Cleaning ER66

Engineering and Related Technologies not elsewhere

classified

ER100


ARCHITECTURE AND BUILDING AB

Architecture and Urban

Environment

Architecture AB01

Urban Design and Regional Planning AB02

Landscape Architecture AB03

Interior and Environmental Design AB04

Architecture and Urban Environment not elsewhere

classified

AB91

Building Building Science and Technology AB05

Building Construction Management AB06

Building Surveying (Inspection) AB07

Building Construction Economics (including Quantity AB08

of 184


Surveying)

Bricklaying and Stonemasonry AB09

Carpentry and Joinery AB10

Ceiling, Wall and Floor Fixing AB11

Roof Fixing AB12

Plastering AB13

Furnishing Installation AB14

Floor Coverings AB15

Glazing AB16

Painting, Decorating, Sign Writing and Other Finishes AB17

Plumbing, Gasfitting and Drainlaying AB18

Scaffolding and Rigging AB19

Building not elsewhere classified AB92


AGRICULTURE, ENVIRONMENTAL & RELATED STUDIES AE

Agriculture Agricultural Science AE01

Wool and Fibre Science AE02

Beekeeping AE03

Animal Husbandry AE04

Crop Production AE05

Equine Trades AE06

Wool and Fibre Harvesting AE07

General Land Skills AE08

of 184


Agriculture not elsewhere classified AE91

Horticulture and

Viticulture

Horticulture AE09

Viticulture AE10

Forestry Studies Forestry Studies AE11

Solid Wood Processing AE12

Fisheries Studies Aquaculture AE13

Seafood Harvesting (Fishing) AE14

Fisheries Studies not elsewhere classified AE92

Environmental Studies Land, Parks and Wildlife Management AE15

Environmental Studies not elsewhere classified AE93

Other Agriculture,

Environmental and

Related Studies

Pest and Weed Control AE16

Agriculture, Environmental and Related Studies not


AE94


HEALTH HE

Medical Studies General Medicine HE01

Surgery HE02

Psychiatry HE03

Obstetrics and Gynaecology HE04

of 184


Paediatrics HE05

Anaesthesiology HE06

Pathology HE07

Radiology HE08

Internal Medicine HE09

General Practice Medicine HE10

Medical Studies not elsewhere classified HE91

Nursing Nursing HE11

Midwifery HE12

Health Care Assistant HE13

Nursing not elsewhere classified HE90

Pharmacy Pharmacy HE14

Dental Studies Dentistry HE15

Dental Hygiene and Therapy HE16

Dental Technology HE17

Dental Studies not elsewhere classified HE93

Optical Science Optometry HE18

Optical Technology HE19

Optical Science not elsewhere classified HE94

of 184


Veterinary Studies Veterinary Science HE20

Veterinary Assisting HE21

Veterinary Studies not elsewhere classified HE95

Public Health Occupational Health and Safety HE22

Environmental Health HE23

Health Education, Promotion, Counselling HE25

Community Health HE26

Epidemiology HE27

Public Health not elsewhere classified HE96

Radiography Medical Imaging Technology (Radiography) and Radiation

Therapy

HE28

Rehabilitation Therapies Physiotherapy HE29

Occupational Therapy HE30

Chiropractic and Osteopathy HE31

Speech Pathology HE32

Audiology HE33

Massage Therapy HE34

Podiatry HE35

Rehabilitation Therapies not elsewhere classified HE97

Complementary

Therapies

Naturopathy and Homeopathy HE36

Acupuncture HE37

of 184


Traditional Chinese Medicine HE38

Complementary Therapies not elsewhere classified HE98

Other Health Nutrition and Dietetics HE39

Human Movement and Sports Science HE40

Paramedical Studies HE41

First Aid HE42

Health not elsewhere classified HE99


07 EDUCATION ED

Teacher Education Teacher Education: Early Childhood (Pre-Service) ED01

Teacher Education: Primary (Pre-Service) ED02

Teacher Education: Secondary (Pre-Service) ED03

Teacher Education: Tertiary ED04

Teacher Education: General (Pre-Service) ED05

Teacher Education: Special Education ED06

English Language Teaching(ESOL/EFL) ED07

Bilingual Early Childhood Teacher Training (Pre-Service) ED09

Immersion Early Childhood Teacher Training (Pre-

Service)

ED10

Bilingual Primary Teacher Training (Pre-Service) ED11

Immersion Primary Teacher Training (Pre-Service) ED12

Bilingual Secondary Teacher Training (Pre-Service) ED13

Immersion Secondary Teacher Training (Pre-Service) ED14

of 184


Teacher Professional Development ED15

Teacher Education not elsewhere classified ED91

Curriculum and

Education Studies

Curriculum Studies ED16

Education Studies ED17

Other Education Education not elsewhere classified ED92


08 MANAGEMENT

AND COMMERCE

MC

Accountancy Accounting MC01

Accountancy not elsewhere classified MC91

Business and

Management

Business Management MC02

Human Resource Management MC03

Personal Management Training MC04

Organisation Management MC05

Industrial Relations MC06

International Business MC07

Education Administration MC08

Public and Health Care Administration MC09

Project Management MC10

Quality Management MC11

Hospitality Management MC12

of 184


Racing and Gaming Management MC13

Farm Management and Agribusiness MC14

Tourism Management MC15

Business and Management not elsewhere classified MC92

Sales and Marketing Sales MC16

Real Estate MC17

Marketing MC18

Advertising MC19

Public Relations MC20

Sales and Marketing not elsewhere classified MC93

Tourism Tourism Studies MC21

Office Studies Secretarial and Office Studies MC22

Text Processing and Office Tools MC23

Office Studies not elsewhere classified MC94

Banking, Finance and

Related Fields

Banking and Finance MC24

Insurance and Actuarial Studies MC25

Investment and Securities MC26

Banking, Finance and Related Fields not elsewhere

classified

MC27

Other Management and Commerce MC28

Purchasing, Warehousing and Distribution MC29

of 184


Valuation MC30

Management and Commerce not elsewhere classified MC95


SOCIETY AND CULTURE SC

Political Science and

Policy Studies

Political Science SC01

Policy Studies SC02

Studies in Human

Society

Sociology SC03

Anthropology SC04

History SC05

Art History SC06

Archaeology SC07

Classics SC08

Human Geography SC09

Women’s Studies SC11

Studies in Human Society not elsewhere classified SC91

Human Welfare Studies

and Services

Social Work SC12

Children’s Services SC13

Nannying and Early Childhood Care SC14

Youth Work SC15

Support for the Older Person SC16

Care for People with Disabilities SC17

of 184


Community Client Care SC18

Counselling SC19

Welfare Studies SC20

Human Welfare Studies and Services not elsewhere

classified

SC92

Behavioural Science Psychology SC21

Behavioural Science not elsewhere classified SC93

Law Business and Commercial Law SC22

Constitutional Law SC23

Criminal Law SC24

Family Law SC25

International Law SC26

Taxation Law SC27

Legal Practice SC28

Law not elsewhere classified SC94

Justice and Law

Enforcement

Justice Administration SC29

Legal Studies SC30

Police Studies SC31

Justice and Law Enforcement not elsewhere classified SC95

Librarianship,

Information

Management and

Librarianship and Information Management SC32

Curatorial Studies SC33

of 184


Curatorial Studies

Language and Literature English Language SC34

Foreign Languages SC36

English for Speakers of Other Languages SC37

Translating and Interpreting SC38

Linguistics SC39

Literature SC40

Language and Literature not elsewhere classified SC96

Philosophy and Religious

Studies

Philosophy SC41

Religious Studies SC42

Economics and

Econometrics

Economics SC43

Econometrics SC44

Sport and Recreation Sport and Recreation Activities SC45

Sports Coaching, Playing, Officiating and Instructing SC46

Sport and Recreation not elsewhere classified SC97

Other Society and

Culture

Community, Aiga, Family and Consumer Studies SC47

Cultural Studies SC48

Criminology SC49

Security Services SC50

of 184


Society and Culture not elsewhere classified SC98


CREATIVE ARTS CA

Performing Arts Music CA01

Drama and Theatre Studies CA02

Dance CA03

Performing Arts not elsewhere classified CA91

Visual Arts and Crafts Fine Arts CA05

Photography CA06

Crafts CA07

Jewellery Making CA09

Floristry CA10

Visual Arts and Crafts not elsewhere classified CA92

Graphic and Design

Studies

Graphic Arts and Design Studies CA11

Textile Design CA12

Fashion Design CA13

Graphic and Design Studies not elsewhere classified CA93

Communication and

Media Studies

Audio Visual Studies CA15

Journalism, Communication and Media Studies CA16

Written Communication CA17

of 184


Verbal Communication CA18

Communication and Media Studies not elsewhere

classified

CA94

Other Creative Arts Creative Arts not elsewhere classified CA95


FOOD, HOSPITALITY AND PERSONAL SERVICES FH

Food and Hospitality Hospitality FH01

Food and Beverage Service FH02

Butchery FH03

Baking and Pastry Making FH04

Cookery FH05

Food Hygiene FH06

Food and Hospitality not elsewhere classified FH91

Personal Services Beauty Therapy FH07

Hairdressing FH08

Personal Services not elsewhere classified FH92


MIXED FIELDS MF

General Education

Programmes

General Primary and Secondary Education MF01

Literacy and Numeracy Programmes MF02

Learning Skills Programmes MF03

of 184


General Education Programmes not elsewhere classified MF91

Social Skills Programmes Social and Interpersonal Skills Programmes MF04

Life Skills MF05

Family/Aiga Education MF06

Social Skills Programmes not elsewhere classified MF92

Employment Skills

Programmes

Career Development Programmes MF07

Job Search Skills Programmes MF08

Work Practices Programmes MF09

Employment Skills Programmes not elsewhere classified MF93

Other Mixed Field

Programmes

Mixed Field Programmes not elsewhere classified MF94


TOMAI MA ILOA SAMOA TS

Faiva Alofilima Ie Samoa TS01

Fala Eseese TS02

Siapo TS03

Tufuga ma Fa’atufugaga Malofie TS04

Fale TS05

Vaa TS06