Competency Standard and Assessment Guide For Machine Shop Practice
Competency Standard and Assessment Guide For Machine Shop Practice
Competency Standard and Assessment Guide For Machine Shop Practice
FOR
MACHINE SHOP PRACTICE
The Competency Standards for Machine Shop Practices a document for the development of
curricula, teaching and learning materials, and assessment tools. It also serves as the
document for providing trainings consistent with the requirement of industry in order for
individuals who passed through the set standard via assessment would be qualified and settled
for a relevant job.
This document is owned by the Finance Division of the Ministry of Finance of the People’s
Republic of Bangladesh, developed under the Skills for Employment and Investment Program
(SEIP).
Public and private institutions may use the information contained in this standard for activities
benefitting Bangladesh.
Other interested parties must obtain permission from the owner of this document for
reproduction of information in any manner in whole or in part of this Skills Standard, in English
or other languages.
This document is available at:
Skills for Employment Investment Program (SEIP) Project, Finance Division, Ministry of
Finance, Probashi Kallyan Bhaban (Level-16)
71-72 Old Elephant Road, Eskaton Garden
Dhaka-1000
Phone: +8802 55138753-55, Fax: +88 02 55138752
Website: www.seip-fd.gov.bd
The Skills for Employment Investment Program (SEIP) Project of the Finance Division of the
Ministry of Finance has embarked on a project which aims to qualitatively and quantitatively
expand the skilling capacity of identified public and private training providers by establishing and
operationalizing a responsive skill eco system and delivery mechanism through a combination
of well-defined set of funding triggers and targeted capacity support.
Among the many components of the project, one is to promote a Market Responsive
Inclusive Skills Training Delivery program. Key priority economic growth sectors identified by
government have been targeted by the project to improve current job skills along with up-skilling
of the existing workforce to ensure ‘required skills to industry standards’. Training providers are
encouraged and supported to work with the industry to address identified skills to enable
industry growth and increased employment through the provision of market responsive inclusive
skills training programs. Priority sectors were identified to adopt a demand driven approach to
training with effective inputs from Industry Skills Councils (ISCs), Employer Associations and
Employers.
This document is developed to improve skills in accordance with the job roles and skill
sets of the occupation and ensure that the required skills are aligned to industry requirements.
The document details the format, sequencing, wording and layout of the Competency
Standard for an occupation which comprised Units of Competence and its corresponding
Elements.
OVERVIEW:
A working group who comprised national and international process experts develops
competency Standards and the participation of experts from the industry to identify the
competencies required of an occupation in a particular sector.
Competency Standards describe the skills, knowledge and attitude needed to perform
effectively in the workplace. Competency Standards acknowledge that people can achieve
vocational and technical competency in many ways by emphasizing what the learner can do,
not how or where they learned to do it.
Identification and validation of units of competency and elements for each occupation
were made by experts of various light engineering companies through an industry consultative
workshop held at the Bangladesh Engineering Industry Owners Association (BEIOA) on 28th of
February 2016.
Profile of experts and facilitators who participated in the Competency Verification and
Validation Workshop are given below:
A chart with an overview of all Units of Competency for the respective occupation
including the Unit Codes and the Unit of Competency titles and corresponding
Elements.
UNITS OF
ELEMENTS
COMPETENCY
APPLY OCCUPATIONAL Identify OHS policies Apply personal health Report hazards and Respond to
HEALTH AND SAFETY (OHS) risks emergencies
PRACTICES IN THE
and procedures and safety practices
WORKPLACE
(SEIP-LIG-MSP-2-G)
OPERATE IN A SELF- Identify team goals Communicate and Work as a team Solve problems as a
DIRECTED TEAM. cooperate with team member team member
and processes.
members.
(SEIP-LIG-MSP-4-G)
WORK WITH MECHANICAL Inspect hand tools Use hand tools Operate power tools Clean/maintain hand
HAND AND POWER TOOLS and power tools for properly and safely properly and safely tools and power tools
usability after use
(SEIP-LIG-MSP-2-S)
CARRY OUT PRECISION Select the job to be Select measuring Obtain Record/communicate
CHECKS and checking measurements and measurement and
ANDMEASUREMENTS
measured
tool/instrument checks check results.
(SEIP-LIG-MSP-3-S)
CARRYOUT BENCH Gather tools, Perform bench work. Carry out drilling and Carry out manual
WORKING OPERATIONS equipment and thread cutting and
reaming operations.
(SEIP-LIG-MSP-1-O) damage bolt and tap
materials for bench
work. removal.
PERFORM DRILLING Prepare for drilling Grind drill bits. Perform drilling Clean and store tools
MACHINE OPERATIONS operations. and equipment.
(SEIP-LIG-MSP-2-O) operation.
PERFORM MILLING MACHINE Determine job Perform indexing Carryout plain, side Carryout slot, key way,
OPERATIONS requirement. operation using face, gang and parting off, end, form
index head. straddle milling and angular milling
(SEIP-LIG-MSP-4-O) operations.
operations
PERFORM SHAPER Prepare for shaping Grind shaper tools. Carryout shaping Clean and store the
MACHINE OPERATIONS operation operations. tools and
(SEIP-LIG-MAS-5-O) equipment.
PERFORM PRECISION Prepare for the Carry out cylindrical Carry out surface Perform Universal
GRINDING MACHINE precession grinding grinding machine grinding machine tools and cutter
OPERATIONS machine operations. grinding machine
(SEIP-LIG-MSP-6- O) operations.
4. Respond to emergencies
Total Hour 30
Range of variables:
Variable Range
May include but not limited to:
1. Calculation requirements. 1.1 Area
1.2 Height
1.3 Length/Breadth/thickness
1.4 Diameter
1.5 Weight
1.6 Capacity
1.7 Time
1.8 Temperature.
1.9 Material usage
1.10 Speed
1.11 Costing
1.12 Mass
1.13 Density
2. Workplace information 2.1 Mechanical Plan
2.2 Design
2.3 Working drawing
2.4 Verbal instructions
Range of Variables
Variable Range
May include but not limited to:
1. OHS policies 1.1 International OHS requirements
1.2 Bangladesh standards for OHS
1.3 Building Code
1.4 Fire Safety Rules and Regulations
1.5 Industry Guidelines
2. Personal Protective 2.1 Apron
Equipment (PPE) 2.2 Gas Mask
2.3 Gloves
2.4 Safety shoes
2.5 Helmet
Range of Variables
Variable Range
May Include but not limited to:
1. Routine workplace 1.1 Agenda
documents 1.2 Simple reports such as progress and incident reports
1.3 Job sheets
1.4 Operational manuals
1.5 Brochures and promotional material
1.6 Visual and graphic materials
1.7 Standards
1.8 OSH information
1.9 Signs
2. Visual aids 2.1 Maps
2.2 Diagrams
2.3 Forms
2.4 Labels
2.5 Graphs
2.6 Charts
Range of Variables
Variable Range
May Include but not limited to:
1. Forms of communication 1.1 Agenda
1.2 Simple reports such as progress
and incident reports
1.3 Job sheets
Range of Variables
Variable Range
May Include but not limited to:
1. Drawing 1.1 Technical drawing
1.2 Sketches
2. Instructions 2.1 Note
2.2 Instruction
2.3 Special instruction
2.4 Precaution
3. Specifications 3.1 Product specifications
3.2 Performance specifications
3.3 Method specifications
Range of Variables
Variable Range
May include but not limited to:
1. Hand tools 1.1 Ball peen hammer. 1.29 Drill bits
1.2 Cross peen hammer. 1.30 Tap extruder.
1.3 Straight peen hammer. 1.31 Screw Extruder.
1.4 Mallet/soft, hammer. 1.32 Hacksaw frame.
Range of Variables
Variable Range
May include but not limited to:
1. Dimensional measurement 1.1 Length
1.2 Width
1.3 Depth
1.4 Diameter
1.5 Radius
1.6 Height
2. Physical condition 2.1 Roughness
2.2 Color
2.3 Smoothness
2.4 Surface finish
2.5 Flatness
3. Geometrical dimension 3.1 Parallelism
3.2 Perpendicularity
3.3 Angularity
3.4 Concentricity
3.5 Eccentricity
3.6 Roundness
3.7 Circularity
4. Direct measuring instruments. 4.1 Set squares
4.2 Dial indicators
4.3 Steel tape
4.4 Steel rule
4.5 Meter rule
4.6 Calculator
4.7 Vernier slide caliper
4.8 Digital Vernier slide caliper
4.9 Micrometer (inch/millimeter)
4.10 Digital micrometer
4.11 Vernier bevel protractor
4.12 Sprit level
4.13 AVO meter(analogue/digital)
4.14 Thermometers
4.15 Water meter
4.16 Gas meter
4.17 Simple protractor
5. Indirect measuring instrument 5.1 Outside caliper
5.2 Inside caliper
5.3 Bevel tri-square
5.4 Telescoping gage
5.5 Straight edge
Variable Range
May include but not limited to:
1. Quality improvement system A system comprising some or all of the following elements:
1.1 Quality inspection
1.2 Quality control.
1.3 Quality improvement.
1.4 Quality assurance
2. Customer quality 2.1 Fitness of product
requirements. 2.2 Appearance
2.3 Durability.
2.4 Grade or quality design
2.5 Usability life span
2.6 conformance to Quality
2.7 Reliability
2.8 Maintainability
3. Quality control and 3.1 Quality control 3.2 Quality Assurance
assurance 3.1.1 Product 3.2.1 Process
3.1.2 Reactive 3.2.2 Pro-active
3.1.3 Line function 3.2.3 Staff function
3.1.4 Find the defects 3.2.4 Prevent the
3.1.5 Walk through defects
3.1.6 Testing 3.2.5 Quality audit
3.1.7 Inspection 3.2.6 Defining
3.1.8 Checkpoint process
Review 3.2.7 Selection of
tools
3.2.8 Training
Range of Variables
Variable Range
May Include but not limited to:
1. PPE 1.1 Safety helmet
1.2 Safety shoes
1.3 Hand gloves
1.4 Apron
2. Tools, equipment & 2.1 Hand Tools 2.3.7 Ring gauge
materials 2.1.1 Tool box 2.3.8 Filler gauge
2.1.2 Layout tools. 2.3.9 Telescoping gauge
2.1.3 Hacksaw. 2.3.10 Screw gauge
2.1.4 Chisel. 2.3.11 Center gauge
2.1.5 Files 2.3.12 Sine bar
2.1.6 Drills, reamer, tap 2.4 Equipment.
and die. 2.4.1 Marking table.
2.1.7 Tap and screw 2.4.2 Drill press
extractors. 2.4.3 Hand grinder
2.1.8 Tri-squire 2.4.4 Surface plate
2.2 Measuring tools 2.4.5 Surface gauge
2.2.1 Steel rule. 2.4.6 Anvil.
2.2.2 Steel tape. 2.4.7 Swage block
2.2.3 Meter rule 2.5 Materials
2.2.4 Vernier caliper. 2.5.1 Mild steel
2.2.5 Vernier height 2.5.2 Dead mild steel
gauge. 2.5.3 Medium carbon
2.2.6 Micrometer. steel.
2.2.7 Vernier Bevel 2.5.4 High carbon steel
protector. 2.5.5 Alloy steel
2.3 Checking tools. 2.5.6 Cast iron.
2.3.1 Bevel tri-squire. 2.5.7 Brass
2.3.2 Straight edge. 2.5.8 Copper
2.3.3 Dial indicator 2.5.9 Bronze
2.3.4 Slip gauge. 2.5.10 Gun metal
2.3.5 Plug gauge 2.5.11 Kerosene oil
Range of Variables
Variable Range
May Include but not limited to:
1. Types of drilling machine 1.1 Hand/Breast drilling machine
1.2 Pedestal drilling machine
1.3 Tap controlled drilling machine
1.4 Upright sensitive drill press
1.5 Radial arm drill press
1.6 Multiple spindle-drilling machine.
1.7 Micro-drill press
1.8 Turret type drilling machine
1.9 Semi-universal drilling machine
1.10 Universal drilling machine
1.11 Portable drilling machine
1.12 Sensitive drilling machine
a) Bench mounting
b) Floor mounting
1.13Upright drilling machine
a) Round column section
b) Box column section
1.14 Radial drilling machine
a) Plain radial drilling machine
b) Semi-universal radial drilling machine
c) Universal radial drilling machine
1.15 Multiple drilling machine
1.16 Gang drilling machine
1.17 Automatic drilling machine
a) Vertical drilling machine
b) Deep hole drilling machine
2. Different parts of drilling 2.1 Stepped pulley for speed changing
machine 2.2 Belt
2.3 Belt guard
2.4 Driving motor
2.5 Motor controls
2.6 Spindle lock
2.7 Depth gauge and stop
3. Setup lathe works 3.1 Work piece is centered and clamped on chuck to
required level of accuracy using tools and equipment
in accordance with work procedures.
3.2 Work piece is setup and clamped to required level of
accuracy using instruments/equipment according to
work procedures.
3.3 Cutting tool is set in accordance with the
requirement of the operation.
3.4 Lathe accessories are used appropriately to the
requirements of the jobs.
3.5 RPM is set in accordance with the job diameter.
3.6 Machine guards and coolant devices are checked
according to work requirement.
4. Perform facing, straight, step, 4.1 Cutting speed, RPM, feed rate and depth of cut are
shoulder turning, grooving and calculated as per job requirement.
parting-off operations. 4.2 Machine performance is checked in accordance with
the job requirement.
4.3 Coolant is applied to prevent over heating of work
piece and cutting tool.
4.4 Straight, step, and shoulder turning is performed
after facing to produce component in accordance
with specifications in the drawing and finished using
the lathe turning tool.
4.5 Grooving operation is performed after turning and to
produce component in accordance with
specifications in the drawing and finished using lathe
grooving tool.
4.6 Parting-off operation is performed after all operation
is completed and produce job in accordance with
specification in the drawing.
4.7 Job is checked/measured in conforming to
specification using appropriate techniques,
measuring tools and equipment.
5. Perform taper and eccentric 5.1 Cutting speed, RPM, feed rate and depth of cut are
turning. calculated as per taper and eccentric operation.
5.2 Machine performance is checked in line with the job
requirement.
5.3 Coolant is applied to prevent over heating of work
piece and cutting tool.
5.4 Taper turning methods are used in accordance with
the job specifications.
5.5 Taper turning operation is performed using form tool,
compound slide, offsetting tailstock and taper turning
attachment and to produce component in accordance
with the specifications in the drawing.
5.6 Eccentric turning method is selected in accordance
with the job requirement.
5.7 Eccentric turning is performed in accordance with
specifications in the drawing.
Range of Variables
Variable Range
May Include but not limited to:
1. Types of lathe machine. 1.1 Center lathe/engine lathe/bench lathe.
1.2 Tool room lathe.
1.3 Turret lathe and capstan lathe.
1.4 Multi spindle lathe.
1.5 CNC lathe
2. Different parts of lathe machine 2.1 Headstock. 2.18 Lead screw.
2.2 Tailstock 2.19 Feed-shaft.
2.3 Bed. 2.20 Tray.
2.4 Carriage. 2.21 Nut for retaining chuck
2.5 Lead screw. and face plate.
2.6 Feed-Mechanism. 2.22 Change speed
2.7 Headstock leavers.
2.8 Tailstock 2.23 Change leavers for
2.9 Bed feed and screw
2.10 Bed slide ways. cutting.
2.11 Carriage. 2.24 Reversing lever for
Range of Variables
Variable Range
May include but not limited to:
1. Shaper machine types 1.1 Based on type of mechanism employed for the
movement of the cutting tool i.e. tool carrying ram
the shapers are classified into three types:
1.1.1 Crank type
1.1.2 Gear type
1.1.3 Hydraulic type
1.2 According to position and movement of ram the
shapers are classified into three types:
1.2.1 Horizontal type
1.2.2 Vertical type
1.2.3 Travelling head type
1.3 Shapers are classified into two types based on
design of the worktable:
1.3.1 Standard shaper
1.3.2 Universal shaper
1.4 Based on type of cutting stroke employed these are
classified into:
1.4.1 Push type
1.4.2 Draw type
2. Main parts of shaper machine. 2.1 Ram
2.2 Tool head
2.3 Base
2.4 Column
2.5 Table
2.6 Saddle
2.7 Cross rail
Range of Variables
Variable Range
May include but not limited to:
1. Types of grinding machine 1.1 Hand grinding machine.
1.2 Bench grinding machine.
1.3 Pedestal grinding machine.
1.4 Cylindrical grinding machine.
1.5 Surface grinding machine.
1.6 Universal tools and cutter grinding machine.
1. Underpinning Knowledge 1.1 RPM, cutting speed, feed rate and depth of grind
1.2 Procedure for setting up a grinding machine
accessories and attachment
1.3 Grinding machine accessories and attachment
1.1 Types of abrasives/grinding wheels
1.2 Grinding machine performance
1.3 Operation of cylindrical grinding machine
1.4 Procedure of surface grinding operation
1.5 Procedure of universal tools and cutter grinding
operation
1.6 Types of coolant
1.7 Functions of coolant
1.8 Types of checking and measuring instruments
1.9 Use of checking and measuring instruments applied
in RAC operation
1.10 Checking/measuring work piece for conformance to
specification using appropriate techniques,
measuring tools, and equipment.
If you want the basics of assessment, its key terms and definitions, in a
Question & Answer (Q&A) format, see Section One.
If you want a knowledge of who does what, the key roles and
responsibilities involved in assessment, see Section Two.
If you want a “toolbox” of tools and templates, that you can select from
depending on your assessment need, see Section Three.
1.11 Describe the basic questions that an Assessor must ask when planning an
Assessment
1.12 Give some Assessor Requirements/Competencies.
1.17 What are the different forms of evidence that can be collected?
1.18 Describe and outline what is involved in “rules of evidence” and why they are
important.
1.19 Give the purpose of evidence gathering tools.
1.20 What is the Purpose of evidence gathering tools?
Page
No.
3.1 Demonstration Checklist
3.2 Observation Checklist
3.3 Oral Questions Checklist
3.4 Evidence Plan (Overall Summary)
3.5 Assessor Job Sheet and Specifications (Spec) Form
3.6 Competency Assessment Results
3.7 Assessor Planning Checklist Tool
3.8 General Guidelines for Effective Questioning
3.9 Assessor Guide to Conducting Competency Assessments
3.10 Assessor’s Quick Start
Define assessment.
A helpful example in this regard is the driving test. The driver must prove his competence to
drive by demonstrating to the driving assessor his ability to do so. The driving assessor uses a
checklist to assess the candidate and make the necessary recommendations, based on the
evidence he has collected in observing the candidate’s driving. S/He either
records/recommends that the candidate is competent or not yet competent.
The Purpose of Assessment is to confirm that a trainee can perform competently to the
standards expected in the workplace.
It must be noted that a competency standard is made up of individual units of competency that
include elements of competency as well as the performance criteria needed to accomplish
them.
An assessment tool is, in effect, an evidence-gathering tool. It contains both the instrument used
for the assessment and instructions for gathering evidence in the assessment process. As an
assessment instrument it contains the context and conditions for the assessment; tasks to be
administered to the learner; an outline of the evidence to be gathered for the learner; the criteria
for judging the evidence; and the necessary housekeeping records for recording and reporting
requirements.
The role of Assessor is the heart and soul of effective competency based assessment. Without
this pivotal role, determining the competency of the trainee is mere guesswork.
Note:
The Industry Assessor will be asked to provide specs and practical demonstration tests
from his workplace that will provide the evidence for determining competency.
The importance of this input cannot be overemphasized for it best matches and tests the
required performance criteria from the Standard.
Describe the basic questions that an Assessor must ask when planning an
Assessment.
The ability to use assessment tools to gather evidence effectively is essential, adjusting
the language where necessary to reflect the language/literacy/numeracy levels of the
workplace and not to exceed them in order to ensure learner understanding. This will
also entail an ability to respond to learner needs such as responding to learner disability.
The skill to develop specifications and practical tests, based on performance criteria, that
provide evidence of competency that will fast track the assessment process.
The ability to clearly demonstrate current industry skills and competencies relevant to
the Standard.
The Trainer acts as a primary resource for the Assessor and acts as a Facilitator.
Trainer ensures:
All industry required tools, equipment, and materials are available for the assessment
The training venue is booked and has sufficient space for demonstrations/tasks
That all logistics such as admission slips, signature sheets, and records are readily
available for distribution and collection
That all teaching materials and Standard documents and Assessment tools are ready for
the Assessor
Discuss the importance of principles of assessment and what is involved.
Principles of Assessment Table
Safe The assessor has inspected the venue for assessment and
determined that it is safe for all involved and that emergency
evacuations are in place if needed
Evidence is information that is gathered and matched against a Unit of Competency to provide
proof of competency.
Valid The assessor is given assurance that the learner possesses the
skills, knowledge, and attitudes described in the Unit of
Competency and related assessment requirements
Sufficient The assessor is assured that the quality, quantity, and relevance
of the evidence is sufficient to enable a judgment to be made on
the learner’s competency
The evidence guide provides useful advice on Unit of Competency assessment and must be
read in conjunction with the performance criteria, required underpinning
skills/knowledge/attitudes, range statement, and the critical aspects of competency for the
Standard.
Evidence is the information gathered that provides proof that the performance criteria of a unit of
competency has been met. Evidence can take many forms:
Describe the kinds of Assessment Methods that can be used for Evidence
gathering purposes.
Various kinds of Assessment Methods can be used for Evidence gathering purposes. A wide
range of assessment methods are available for Evidence- gathering purposes. Assessment
methods are not limited to those listed below. The greater the range of assessment methods
applied, the better the accuracy of the assessment.
Methods Examples
Methods Examples
Advice to the Assessor: use these methods and examples as a means of making your
assessment valid, reliable, flexible, fair, and safe.
Define the term “evidence gathering tools” and give some examples of
these tools.
Evidence gathering tools are the actual instruments that the Assessor uses to collect evidence.
Evidence may be collected through:
The Evidence Plan is the most important planning tool for an Assessor. A good evidence plan
generates a list of the evidence that the Assessor must gather when conducting the assessment
for a specific Unit of Competency. The following 6-Point Method for preparing an Evidence Plan
provides a useful sequence of inter-related steps to follow:
Following are the steps (sequence of activities) involved in developing an assessment tool:
Task Skills: the capacity to perform tasks in the workplace and demonstrate competence that
meets the required Standard;
Task Management Skills: the ability to plan and integrate several tasks simultaneously that
achieve a desired work outcome such as those skills involved in budgeting for a work operation,
securing supplies and equipment for the work operation, completing the task in a timely, cost-
effective manner, and ensuring safety practices are followed throughout;
Contingency Management Skills: the ability to respond to crises and breakdowns in the
workplace, such as accidents and emergency situations that are unanticipated and require
immediate action and resolution;
Job/Role Environment Skills: the capacity to own the responsibilities and expectations of the
work environment that involves working with others effectively and participating in creating a
work culture where all can contribute their best within the parameters of their job role
Each Unit of Competency contained in a Standard describes a distinct part of a Mason’s work
and job profile. Within each Unit of Competency, the following components appear:
Unit Title
Unit Descriptor
Elements of Competency
Performance Criteria
Range of Variables
Evidence Guide
As a prelude to conducting assessments, the Assessor must be thoroughly familiar with all of
the particulars and details of the Unit of Competency that is being assessed. This is a “must” for
the role of the Assessor. He must be especially familiar with the Evidence Guide for gathering
critical information.
The three sample assessment tools found below focus on the critical aspects of competency
that can provide the required evidence to determine competency- the evidence guide. These
sample assessment tools are as follows:
Demonstration Checklist
Observation Checklist
Oral Questions Checklist
Covering all of the key elements of the Unit of Competency under assessment
Applying rigorously the Evidence Guide for the Unit of Competency as this contains the
method and context of assessment, resources required for the assessment, the critical
aspects of competency, and the required underpinning knowledge, skills, and attitudes
Developing specifications (specs) for the task sheet for Demonstration as required
Requiring the candidate to perform project tasks that cover interrelated units of
competency- known as a “clustering.”
Making what can be termed “reasonable adjustments” for candidates with disabilities or
for example, those candidates with regional dialects that prove difficult to understand
Note: These “reasonable adjustments” may involve reconfiguring a simulated workplace site so
that a candidate’s disability does not impede the assessment process, or for example, finding
someone who can understand a regional dialect and assist the Assessor with essential
communication skills.
Prior to any assessment, the Assessor should follow the specific instructions below to ensure a
well-planned assessment event. In most cases s/he will be assisted by a Trainer. Nevertheless,
s/he should make certain that good preparation has taken place for the assessment event.
1. Visit the assessment venue or workplace to ensure an adequate work area or platform
containing:
Sufficient space for working- ensure square meters of work space enough for task to be
carried out effectively and safely
Fire extinguisher and safety equipment within reach
Emergency procedures in place
All necessary tools, equipment, and materials ready at hand
All necessary machinery in good working order
2. Assessment is drawn and extracted from the relevant Unit of Competency based on an
approved Standard and on an Evidence plan that clearly focuses on critical aspects of
competency.
5. The responsibility on finally deciding whether or not the Candidate was Competent or
Not Yet Competent belongs to the accredited Assessor.
6. At the conclusion of the assessment, the Assessor will provide feedback on whether or
not the Candidate was Competent or Not Yet Competent. S/He will also share information on
next steps. These next steps include where to obtain the certificate related to the assessment
or, if unsuccessful, how to re-try for competency within a specified period of time.
Prior to the assessment, you will have studied and become familiar with the Competency
Standard for the industry occupation. You will also have met with or contacted the Assessor
beforehand and discussed preparations and arrangements for the assessment. Your role will be
to facilitate the assessment process and ensure all necessary resources are available, assisting
the Assessor wherever possible. For example, once a draft spec has been produced by the
Assessor, you will ensure it is fully consistent with the evidence plan and copied appropriately
for use by both the Assessor and Candidate.
In addition to a confirming a suitable training venue and time, you will ensure that:
Sufficient space is allotted for task work- square meters of work space enough for
demonstration tasks to be carried out effectively and safely
Fire extinguisher and safety equipment within reach if necessary
Emergency procedures in place
All necessary tools, equipment, and materials ready at hand
All necessary machinery in good working order
Your duties include:
notifying the Assessor and candidates of planned assessment events and their location
advising and assisting the Assessor on planned assessment events
collecting admission slips and signature sheets for assessment events
ensuring all required forms and reporting mechanisms are in place and ready for
distribution to the Assessor and to the Candidate
ensuring all requisite forms are duly signed and forwarded to the SEIP Office, or
certifying body
responding to candidate queries and concerns such as re-assessment procedures
reconfiguring workplace simulations so that candidates with disabilities are able to
participate fully and without impediment
Prior to the assessment, you will have studied and become familiar with the Competency
Standard for your industry.
1. Initially, you will be given information on the task you are to perform, and the estimated
time you will require to perform it. These tasks are based on the critical aspects of competency
related to the performance criteria within the approved Competency Standard.
Given the necessary instructions, and/or a task-related spec and the necessary tools, materials,
and equipment, you will carry out and complete a work task. You will observe that there is:
Sufficient space for working- square meters of work space enough for task to be carried
out effectively and safely
Fire extinguisher and safety equipment within reach if necessary
Emergency procedures in place
All necessary tools, equipment, and materials ready at hand
All necessary machinery in good working order
2. Assessment is drawn and extracted from the relevant Unit of Competency based on the
approved Competency Standard and on an Evidence plan (proof of competence) developed by
the Assessor that clearly focuses on critical aspects of competency. The Evidence plan will be
based on critical assessment tools such as demonstration/task; observation; oral questions.
3. The duration of time to assess the demonstration should be clearly indicated, for
example, 3 hours. This information will be given to you along with other pertinent information
such as the procedure or sequence of tasks that you must follow. It is important to note that you
will be closely observed and assessed throughout the duration of your demonstration. You will
be given time to ask questions and request clarification. You will also be given 10 minutes to
familiarize yourself with the resources to be used in the assessment.
4. Based on your performance in demonstrating the task, you will be assessed by the
Assessor to be Competent or Not Yet Competent. Regardless of the result you will be given
feedback from the Assessor on your performance and the next steps.
5. After you have performed the task, the Assessor will provide feedback to you on your
performance.
6. The responsibility on finally deciding whether or not you are Competent or Not Yet
Competent belongs to the accredited Assessor.
This toolbox of Tools and Templates offers a wide range of assessment tools that will facilitate
evidence gathering and other assessment-related needs. Evidence gathering, however, should
not be limited to these tools and templates alone. The toolbox should be revised or expanded as
necessary, to include other tools and templates that are deemed relevant.
Demonstration Checklist
Observation Checklist
Oral Questions Checklist
Evidence Plan (Overall Summary)
Assessor Job Sheet and Specifications (Spec) Form
Competency Assessment Results
Assessor Planning Checklist Tool
All About Questioning Techniques for Use in Assessment
Quick Guide to Conducting Competency Assessments
Assessor’s Quick Start
to show if evidence
is demonstrated
During the demonstration of skills, did the candidate: Yes No N/A
YES NO
1.
2.
3.
4.
5.
6.
7.
8.
Candidate’s
performance was: COMPETENT NOT YET COMPETENT
Feedback to
Candidate:
Candidate’s name:
Assessor’s name
Date of Assessment:
Assessment Venue:
Unit of Competency:
Reference Standard:
The List of Questions below must be pegged to the competency demonstration test and may
involve related specs for each Unit of Competency tested. Underpinning skills for Knowledge
may also be reviewed for competent/non yet competent.
Feedback to Candidate:
QUALIFICATION:
Project-Based Assessment Title
Written Examination
Demonstration with
Observation with
[tick the column]
Questioning
Questioning
Portfolio
The evidence must show that the candidate …...
This Spec is in reference to the________ Standard, and has been developed by an Industry
Representative/Assessor.
The Result* indicates either C for Competent, or NYC for Not Yet Competent.
Critical Aspects of
Unit of Competency Elements Reviewed Competency Result*: C/NYC
Covered
JOB #1 Procedure for Developing Specification (Spec): List the steps involved in performing the
task/spec successfully. It will cover, in logical order, the critical aspects of competency listed
above that will determine if the candidate is Competent or Not Yet Competent.
1.
2.
3.
4.
5.
Tools and Equipment Required for Spec completion: List all tools, equipment, and materials
required in completing Job #1:
Candidate’s name:
Assessor’s name
Qualification Title:
Date of Assessment:
Assessment Venue:
Reference Standard:
Unit of Competency:
Overall Assessment:
Yes: The Candidate successfully met the required evidence/standards and demonstrated all of
the competencies necessary for certification in the Qualification and Units of Competency listed
above.
No: The Candidate did not meet the evidence requirements. Re-assessment is recommended.
Assessor’s name:
Date:
2. The Assessor has verified that the workplace or training center Yes No
has the correct equipment, machinery, tools, and materials
necessary to complete all of the relevant aspects of the unit of
competency
3. The Assessor has ensured that all materials and equipment Yes No
were assembled and arranged in advance.
4. The Assessor has all the necessary tools, templates, and Yes No
specifications needed to assess the trainee including a variety
of assessment tools covering practical demonstration,
observation, oral question, and (where necessary) written tests
relevant to the competency specified in the standard
5. The Assessor has met with the trainer prior to the assessment Yes No
event to discuss his/her role.
6. The Assessor will discuss the performance test with the trainee Yes No
and address any concerns prior to giving the test
7. The Assessor will discuss and record with the trainee the Yes No
results of their performance
Candidate’s Name
Assessor or Observer’s Name
Unit of Competency)
Code
Date of Assessment
Location
Task/Procedure
Questions to be Answered by candidate Response/Answer* Satisfactory (Yes/No)
What would you do if …
What would you do if …
What would you do if …
How do you …
What are …
Why did you… (Clarification)
Follow up Questions
The candidate’s knowledge was: Satisfactory Unsatisfactory
Feedback to candidate:
Date:
Assessor/Observer’s Signature:
1. Identify the Unit(s) of Competency from the Program Standard that you are going to
assess.
2. Review the Critical Aspects of Competency from the Unit of Competency that will be the
basis of your Evidence Guide.
3. Select the Assessment Tools that you will use to gather evidence.
i. Demonstration Checklist
ii. Observation Checklist
iii. Oral Questions Checklist
5. Review the assessment procedure with the Candidate and ask if there are any
questions.
6. Complete the assessment using the assessment tools in the order above. You are free
to use other tools as well if you wish.
to show if evidence
is demonstrated
During the demonstration of skills, did the candidate: Yes No N/A
1. Clamp work pieces using appropriate work holding devices to avoid
damage and accidents.
2. Cut, chip, and file work pieces in accord with drawing spec.
3. Check measurement of work piece according to standard procedure.
4. Perform drilling of holes and reaming following recommended
sequence.
5. Cut threads and check thread using thread pitch gauge.
6. Perform grinding operation in accord with workplace procedures.
Code: SEIP-LIG-MSP-1-0
Name of
Workplace/Training
Center
Observe Candidate’s performing the task, and following the
Procedure to Follow: spec- if a spec is provided
During the demonstration of skills, did the Candidate do the following (List steps that
reflect critical aspects of competency from performance criteria of Unit of Competency):
YES NO
1. Clamp work pieces using appropriate work holding devices to
avoid damage and accidents.
2. Cut, chip, and file work pieces in accord with drawing spec.
3. Check measurement of work piece according to standard
procedure.
4. Perform drilling of holes and reaming following recommended
sequence.
5. Cut threads and check thread using thread pitch gauge.
6. Perform grinding operation in accord with workplace procedures.
Candidate’s NOT YET
performance was: COMPETENT
COMPETENT
Feedback to
Candidate:
Assessor’s name:
Date of Assessment:
Assessment Venue:
Unit of Competency: Carry Out Bench Working Operations
Reference Standard: Machine shop Practice
The List of Questions below must be pegged to the competency demonstration test and
may involve related specs for each Unit of Competency tested. Underpinning skills for
Knowledge may also be reviewed for Competent/Not Yet Competent designation.
Feedback to Candidate:
to show if evidence
is demonstrated
During the demonstration of skills, did the candidate: Yes No N/A
1. Set bench/pedestal grinding machine for manual drill grinding or
using drill grinding attachment.
2. Dress abrasive wheel using wheel dresser.
3. Grind drill bit with different profile angles in accord with standard
specifications.
4. Check and measure ground drill bit using drill gauge.
5. Select cutting speed (RPM) and feed rate in accord with job specs.
6. Interpret component drawing and identified specs.
7. Select, collect, and set up work piece and drill bits in accord with job
requirement.
8. Perform drilling operation in accord with operation sequence in
producing the required specification of the product.
Code: (SEIP-LIG-MSP-2- 0)
Name of
Workplace/Training Center
Observe Candidate’s performing the task, and following the
Procedure to Follow: spec- if a spec is provided
During the demonstration of skills, did the Candidate do the following (List steps that
reflect critical aspects of competency from performance criteria of Unit of Competency):
YES NO
1. Set bench/pedestal grinding machine for manual
drill grinding or using drill grinding attachment.
2. Dress abrasive wheel using wheel dresser.
3. Grind drill bit with different profile angles in
accord with standard specifications.
4. Check and measure ground drill bit using drill
gauge.
5. Select cutting speed (RPM) and feed rate in
accord with job specs.
6. Interpret component drawing and identified
specs.
7. Select, collect, and set up work piece and drill
bits in accord with job requirement.
8. Perform drilling operation in accord with operation
sequence in producing the required specification
of the product.
9. Check and measure job in conformance to
specification using appropriate techniques, drill
gauge, measuring tools, materials, tools and
equipment.
Candidate’s
COMPETENT NOT YET COMPETENT
performance was:
Feedback to
Candidate:
Assessor’s name:
Date of Assessment:
Assessment Venue:
Unit of Competency: Perform Drilling Machine Operations
Reference Standard: Machine Shop Practice
The List of Questions below must be pegged to the competency demonstration test and
may involve related specs for each Unit of Competency tested. Underpinning skills for
Knowledge may also be reviewed for Competent/Not Yet Competent designation.
Feedback to Candidate:
to show if evidence
is demonstrated
During the demonstration of skills, did the candidate: Yes No N/A
1. Perform straight, step, and shoulder turning after facing in accord
with drawing specs.
2. Perform grooving operation after turning in accord with drawing
specs.
3. Perform parting-off operation and produce job in accord with
drawing specs.
4. Perform taper turning operation using form tool, compound slide,
off-setting tailstock and taper turning attachment to produce
component in accord with drawing specs.
5. Perform eccentric turning operation in accord with drawing specs.
6. Perform external and internal V-thread cutting in accord with
drawing specs.
7. Perform external and internal ACME (29 & 30 degree) cutting in
accord with drawing specs.
8. Perform square thread cutting in accord with drawing specs.
Code: (SEIP-LIG-MSP-3- 0)
Name of
Workplace/Training Center
Observe Candidate’s performing the task, and following the
Procedure to Follow:
spec- if a spec is provided
During the demonstration of skills, did the Candidate do the following (List steps that
reflect critical aspects of competency from performance criteria of Unit of Competency):
YES NO
1. Perform straight, step, and shoulder turning
after facing in accord with drawing specs.
2. Perform grooving operation after turning in
accord with drawing specs.
3. Perform parting-off operation and produce
job in accord with drawing specs.
4. Perform taper turning operation using form
tool, compound slide, off-setting tailstock and
taper turning attachment to produce
component in accord with drawing specs.
5. Perform eccentric turning operation in accord
with drawing specs.
6. Perform external and internal V-thread
cutting in accord with drawing specs.
7. Perform external and internal ACME (29 &
30 degree) cutting in accord with drawing
specs.
8. Perform square thread cutting in accord with
drawing specs.
Candidate’s
performance was: COMPETENT NOT YET COMPETENT
Feedback to
Candidate:
Assessor’s name:
Date of Assessment:
Assessment Venue:
Unit of Competency: Perform Lathe Machine Operations
Reference Standard: Machine shop Practice
The List of Questions below must be pegged to the competency demonstration test and
may involve related specs for each Unit of Competency tested. Underpinning skills for
Knowledge may also be reviewed for Competent/Not Yet Competent designation.
Feedback to Candidate:
to show if evidence
is demonstrated
During the demonstration of skills, did the candidate: Yes No N/A
1. Perform different indexing methods in accord with job specs.
2. Perform plain, side, face, gang, and straddle milling operation in
accord with job requirement.
3. Perform slot, key way, parting off, end, form, and angular milling
operation in accord with job requirement.
4. Calculate gear teeth nomenclature and formulas for different types
of gear.
5. Perform different types of gear cutting operations according to job
requirement.
6. Check and measure job in conformance to spec using appropriate
techniques, measuring tools, and equipment.
7. Apply preventive maintenance schedules in accord with
manufacturer’s requirement.
Code: (SEIP-LIG-MSP-4- 0)
Name of
Workplace/Training
Center
Observe Candidate’s performing the task, and following the
Procedure to Follow: spec- if a spec is provided
During the demonstration of skills, did the Candidate do the following (List steps that
reflect critical aspects of competency from performance criteria of Unit of Competency):
YES NO
1. Perform different indexing methods in accord
with job specs.
2. Perform plain, side, face, gang, and straddle
milling operation in accord with job
requirement.
3. Perform slot, key way, parting off, end, form,
and angular milling operation in accord with
job requirement.
4. Calculate gear teeth nomenclature and
formulas for different types of gear.
5. Perform different types of gear cutting
operations according to job requirement.
6. Check and measure job in conformance to
spec using appropriate techniques,
measuring tools, and equipment.
7. Apply preventive maintenance schedules in
accord with manufacturer’s requirement.
Candidate’s
performance was: COMPETENT NOT YET COMPETENT
Feedback to
Candidate:
Assessor’s name:
Date of Assessment:
Assessment Venue:
Unit of Competency: Perform Milling Machine Operations
Reference Standard: Machine Shop Practice
The List of Questions below must be pegged to the competency demonstration test and
may involve related specs for each Unit of Competency tested. Underpinning skills for
Knowledge may also be reviewed for Competent/Not Yet Competent designation.
Feedback to Candidate:
to show if evidence
is demonstrated
During the demonstration of skills, did the candidate: Yes No N/A
1. Perform different indexing methods in accord with spec job
requirement.
2. Perform plain, side, face, gang, and straddle milling operation in
accord with job requirement.
3. Perform slot, key way, parting off, end, form, and angular milling
operation in accord with job requirement.
4. Calculate gear teeth nomenclature and solve formulas for different
types of gear.
5. Perform different types of gear cutting operations in accord with job
requirement.
6. Check/measure job in conformance to spec using appropriate
techniques, measuring tools and equipment.
7. Apply preventive maintenance schedules in accord with machine
manufacturer’s requirement.
Code: (SEIP-LIG-MSP-5- 0)
Name of
Workplace/Training Center
Observe Candidate’s performing the task, and following the
Procedure to Follow: spec- if a spec is provided
During the demonstration of skills, did the Candidate do the following (List steps that
reflect critical aspects of competency from performance criteria of Unit of Competency):
YES NO
1. Perform different indexing methods in accord
with spec job requirement.
2. Perform plain, side, face, gang, and straddle
milling operation in accord with job
requirement.
3. Perform slot, key way, parting off, end, form,
and angular milling operation in accord with
job requirement.
4. Calculate gear teeth nomenclature and solve
formulas for different types of gear.
5. Perform different types of gear cutting
operations in accord with job requirement.
6. Check/measure job in conformance to spec
using appropriate techniques, measuring
tools and equipment.
7. Apply preventive maintenance schedules in
accord with machine manufacturer’s
requirement.
Candidate’s
performance was: COMPETENT NOT YET COMPETENT
Feedback to
Candidate:
Assessor’s name:
Date of Assessment:
Assessment Venue:
Unit of Competency: Perform Shaper Machine Operations
Reference Standard: Machine shop Practice
The List of Questions below must be pegged to the competency demonstration test and
may involve related specs for each Unit of Competency tested. Underpinning skills for
Knowledge may also be reviewed for Competent/Not Yet Competent designation.
Feedback to Candidate:
to show if evidence
is demonstrated
During the demonstration of skills, did the candidate: Yes No N/A
1. Determine RPM, cutting speed, feed rate, and depth of grind.
2. Identify and set grinding machine accessories and attachments.
3. Identify different abrasive/grinding wheels selected and balanced
according to abrasive wheel specs.
4. Check machine performance conforming to job requirement.
5. Perform cylindrical grinding operation according to workplace
requirement.
6. Perform surface grinding operation according to workplace
requirement.
7. Perform universal tools and cutter grinding operation according to
workplace requirement.
8. Apply coolant to prevent overheating of work piece and cutting tool.
9. Check/measure job for conformance to spec using appropriate
techniques, measuring tools, and equipment.
Code: (SEIP-LIG-MSP-6- 0)
Name of
Workplace/Training Center
Observe Candidate’s performing the task, and following the
Procedure to Follow: spec- if a spec is provided
During the demonstration of skills, did the Candidate do the following (List steps that
reflect critical aspects of competency from performance criteria of Unit of Competency):
YES NO
1. Determine RPM, cutting speed, feed rate, and
depth of grind.
2. Identify and set grinding machine accessories
and attachments.
3. Identify different abrasive/grinding wheels
selected and balanced according to abrasive
wheel specs.
4. Check machine performance conforming to job
requirement.
5. Perform cylindrical grinding operation according
to workplace requirement.
6. Perform surface grinding operation according to
workplace requirement.
7. Perform universal tools and cutter grinding
operation according to workplace requirement.
8. Apply coolant to prevent overheating of work piece
and cutting tool.
Candidate’s
performance was: COMPETENT NOT YET COMPETENT
Feedback to
Candidate:
Assessor’s name:
Date of Assessment:
Assessment Venue:
Unit of Competency: Perform Precision Grinding Machine
Operations
Reference Standard: Machine Shop Practice
The List of Questions below must be pegged to the competency demonstration test and
may involve related specs for each Unit of Competency tested. Underpinning skills for
Knowledge may also be reviewed for Competent/Not Yet Competent designation.
Feedback to Candidate: