Wheel Loader

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TRAINING

REGULATIONS

Heavy-Equipment Operation
(Wheel Loader) NC II

CONSTRUCTION SECTOR

TECHNICAL EDUCATION AND SKILLS DEVELOPMENT AUTHORITY


East Service Road, South Superhighway, Taguig City, Metro Manila
WHEEL LOADER

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 1 / 92


2007
TABLE OF CONTENTS

CONSTRUCTION - HEAVY EQUIPMENT SUB-SECTOR


HEAVY-EQUIPMENT OPERATION (WHEEL LOADER)

SECTION 1 HEAVY EQUIPMENT OPERATION


QUALIFICATION

SECTION 2 COMPETENCY STANDARDS

SECTION 3 TRAINING STANDARDS

3.1Curriculum Design
3.2Training Delivery
3.3Trainee Entry Requirements
3.4List of Tools, Equipment and Materials
3.5Training Facilities
3.6Trainers' Qualifications

SECTION 4 ASSESSMENT AND CERTIFICATION

ARRANGEMENT COMPETENCY MAP

DEFINITION OF TERMS

ACKNOWLEDGMENTS

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2 / 92


2007
TRAINING REGULATIONS FOR

HEAVY EQUIPMENT OPERATION - WHEEL LOADER

SECTION 1 HEAVY EQUIPMENT OPERATION - WHEEL LOADER

The HEAVY-EQUIPMENT OPERATION (WHEEL LOADER) NC II


qualification consists of competencies that workers must achieve to
enable them to perform tasks such as loading, carrying, dumping and /
or stockpiling of earth and other materials in construction or mining
sites or other locations with the use of wheel loader.

This qualificationis packaged from the competency map of


the Construction - Heavy Equipment sub-sector as shown in
Annex A.

The units of competency comprising this qualification include the following:

CODE NO. BASIC COMPETENCIES


Units of Competency
500311105 Participate in workplace
communication 500311106 Work in a team
environment 500311107 Practice career
professionalism
500311108 Practice occupational health and safety procedures

CODE NO. COMMON COMPETENCIES


Units of Competency
CON931201 Prepare construction materials and tools
CON311201 Observe procedures, specifications and manuals of
instruction CON311202 Interpret technical drawings and plans
CON311203 Perform mensurations and
calculations CON311204 Maintain tools and
equipment

CODE NO. CORE COMPETENCIES


CON833301 Perform pre- and post-operation procedures for earth-
moving equipment
CON833302 Perform basic preventive maintenance servicing for
earth- moving equipment
CON833304 Perform productive operation for wheel loader

A person who has achieved this Qualification is competent to be a –

 Wheel-loader operator
TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 3 / 92
2007
SECTION 2 COMPETENCY STANDARDS

This section gives the details and contents of the units of


competency required in HEAVY EQUIPMENT OPERATION - WHEEL
LOADER. These units of competency are categorized into basic,
common and core competencies.

BASIC COMPETENCIES
UNIT OF COMPETENCY: PARTICIPATE IN WORKPLACE COMMUNICATION
UNIT CODE : 500311105
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes
required to gather, interpret and convey information in
response to workplace requirements.

ELEMENT PERFORMANCE CRITERIA


Italicized terms are elaborated in the Range of
Variables
1. Obtain and 1.1 Specific and relevant information is accessed from
convey appropriate sources
workplace 1.2 Effective questioning, active listening and speaking
information skills are used to gather and convey information
1.3 Appropriate medium is used to transfer information and
ideas
1.4 Appropriate non- verbal communication is used
1.5 Appropriate lines of communication with
supervisors and colleagues are identified and
followed
1.6 Defined workplace procedures for the location and
storage of information are used
1.7 Personal interaction is carried out clearly and concisely
2. Participate 2.1 Team meetings are attended on time
in 2.2 Own opinions are clearly expressed and those of
workplace others are listened to without interruption
meetings 2.3 Meeting inputs are consistent with the meeting
and purpose and established protocols
discussions 2.4 Workplace interactions are conducted in a
courteous manner
2.5 Questions about simple routine workplace
procedures and maters concerning working
conditions of employment are asked and
responded to
2.6 Meetings outcomes are interpreted and implemented
3. Complete 3.1 Range of forms relating to conditions of
relevant work employment are completed accurately and
TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 4 / 92
2007
related legibly
documents 3.2 Workplace data is recorded on standard workplace
forms and documents
3.3 Basic mathematical processes are used for
routine calculations
3.4 Errors in recording information on forms/
documents are identified and properly acted
upon
3.5 Reporting requirements to supervisor are
completed according to organizational
guidelines

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 5 / 92


2007
RANGE OF VARIABLES
VARIABLE RANGE
1. Appropriate sources 1.1. Team members
1.2. Suppliers
1.3. Trade personnel
1.4. Local government
1.5. Industry bodies

2. Medium 2.1. Memorandum


2.2. Circular
2.3. Notice
2.4. Information discussion
2.5. Follow-up or verbal instructions
2.6. Face to face communication

3. Storage 3.1. Manual filing system


3.2. Computer-based filing system

4. Forms 4.1. Personnel forms, telephone message forms,


safety reports

5. Workplace interactions 5.1. Face to face


5.2. Telephone
5.3. Electronic and two way radio
5.4. Written including electronic, memos,
instruction and forms, non-verbal including
gestures, signals, signs and diagrams

6. Protocols 6.1. Observing meeting


6.2. Compliance with meeting decisions
6.3. Obeying meeting instructions

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 6 / 92


2007
EVIDENCE GUIDE
1. Critical Aspects of Assessment requires evidence that the candidate:
Competency 1.1. Prepared written communication following
standard format of the organization
1.2. Accessed information using communication
equipment
1.3. Made use of relevant terms as an aid to
transfer information effectively
1.4. Conveyed information effectively adopting the
formal or informal communication
2. Underpinning 2.1. Effective communication
Knowledge and 2.2. Different modes of communication
Attitudes 2.3. Written communication
2.4. Organizational policies
2.5. Communication procedures and systems
2.6. Technology relevant to the enterprise
and the individual’s work
responsibilities
3. Underpinning Skills 3.1. Follow simple spoken language
3.2. Perform routine workplace duties following
simple written notices
3.3. Participate in workplace meetings and discussions
3.4. Complete work related documents
3.5. Estimate, calculate and record routine
workplace measures
3.6. Basic mathematical processes of addition,
subtraction, division and multiplication
3.7. Ability to relate to people of social range
in the workplace
3.8. Gather and provide information in
response to workplace Requirements

4. Resource Implications 4.1. Fax machine


4.2. Telephone
4.3. Writing materials
4.4. Internet

5. Methods of 5.1. Direct Observation


Assessment 5.2. Oral interview and written test

6. Context of 6.1. Competency may be assessed individually in the


Assessment actual workplace or through accredited institution

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 7 / 92


2007
UNIT OF COMPETENCY: WORK IN TEAM ENVIRONMENT
UNIT CODE : 500311106
UNIT DESCRIPTOR : This unit covers the skills, knowledge and
attitudes to identify role and responsibility as a
member of a team.

ELEMENT PERFORMANCE CRITERIA


Italicized terms are elaborated in the Range of
Variables
1. Describe team role 1.1. The role and objective of the team is identified
and scope from available sources of information
1.2. Team parameters, reporting relationships
and responsibilities are identified from team
discussions and appropriate external sources

2. Identify own role 2.1. Individual role and responsibilities within


and responsibility the team environment are identified
within team 2.2. Roles and responsibility of other team
members are identified and recognized
2.3. Reporting relationships within team and
external to team are identified

3. Work as a team 3.1. Effective and appropriate forms of


member communications used and interactions
undertaken with team members who contribute
to known team activities and objectives
3.2. Effective and appropriate contributions made
to complement team activities and objectives,
based on individual skills and competencies
and workplace context
3.3. Observed protocols in reporting using
standard operating procedures
3.4. Contribute to the development of team
work plans based on an understanding of
team’s role and objectives and individual
competencies of the members.

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 8 / 92


2007
RANGE OF VARIABLES
VARIABLE RANGE
1. Role and objective of 1.1. Work activities in a team environment with
team enterprise or specific sector
1.2. Limited discretion, initiative and judgement
maybe demonstrated on the job, either
individually or in a team environment

2. Sources of 2.1. Standard operating and/or other workplace


information procedures
2.2. Job procedures
2.3. Machine/equipment manufacturer’s
specifications and instructions
2.4. Organizational or external personnel
2.5. Client/supplier instructions
2.6. Quality standards
2.7. OHS and environmental standards
3. Workplace context 3.1. Work procedures and practices
3.2. Conditions of work environments
3.3. Legislation and industrial agreements
3.4. Standard work practice including the
storage, safe handling and disposal of
chemicals
3.5. Safety, environmental, housekeeping and
quality guidelines

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 9 / 92


2007
EVIDENCE GUIDE
1. Critical aspects of Assessment requires evidence that the candidate:
competency 1.1. Operated in a team to complete workplace
activity
1.2. Worked effectively with others
1.3. Conveyed information in written or oral form
1.4. Selected and used appropriate workplace
language
1.5. Followed designated work plan for the job
1.6. Reported outcomes
2. Underpinning 2.1. Communication process
Knowledge and 2.2. Team structure
Attitude 2.3. Team roles
2.4. Group planning and decision making

3. Underpinning Skills 3.1. Communicate appropriately, consistent with


the culture of the workplace

4. Resource Implications The following resources MUST be provided:


4.1. Access to relevant workplace or
appropriately simulated environment where
assessment can take place
4.2. Materials relevant to the proposed activity or
tasks
5. Methods of Competency may be assessed through:
Assessment 5.1. Observation of the individual member in
relation to the work activities of the group
5.2. Observation of simulation and or role play
involving the participation of individual member
to the attainment of organizational goal
5.3. Case studies and scenarios as a basis for
discussion of issues and strategies in
teamwork
6. Context for 6.1. Competency may be assessed in workplace
Assessment or in a simulated workplace setting
6.2. Assessment shall be observed while task are
being undertaken whether individually or in
group

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 10 / 92


2007
UNIT OF COMPETENCY: PRACTICE CAREER PROFESSIONALISM
UNIT CODE : 500311107
UNIT DESCRIPTOR : This unit covers the knowledge, skills and
attitudes in promoting career growth and
advancement.

PERFORMANCE CRITERIA
ELEMENT Italicized terms are elaborated in
the Range of Variables
1. Integrate 1.1Personal growth and work plans are pursued
personal towards improving the qualifications set for
objectives with the profession
organizational 1.2Intra- and interpersonal relationships is are
goals maintained in the course of managing oneself
based on performance evaluation
1.3Commitment to the organization and its
goal is demonstrated in the
performance of duties
2. Set and meet work 2.1Competing demands are prioritized to achieve
priorities personal, team and organizational goals and
objectives.
2.2Resources are utilized efficiently and
effectively to manage work priorities and
commitments
2.3Practices along economic use and maintenance
of equipment and facilities are followed as per
established procedures
3. Maintain professional 3.1Trainings and career opportunities are identified
growth and and availed of based on job requirements
development 3.2Recognitions are sought/received and
demonstrated as proof of career advancement
3.3Licenses and/or certifications relevant to job
and career are obtained and renewed

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 11 / 92


2007
RANGE OF VARIABLES
VARIABLE RANGE
1. Evaluation 1.1 Performance Appraisal
1.2 Psychological Profile
1.3 Aptitude Tests

2. Resources 2.1 Human


2.2 Financial
2.3 Technology
2.3.1 Hardware
2.3.2 Software

3. Trainings and career 3.1Participation in training programs


opportunities 3.1.1Technical
3.1.2 Supervisory
3.1.3 Managerial
3.1.4 Continuing Education
3.2 Serving as Resource Persons in
conferences and workshops

4. Recognitions 4.1 Recommendations


4.2 Citations
4.3 Certificate of Appreciation
4.4 Commendations
4.5 Awards
4.6 Tangible and Intangible Rewards

5. Licenses and/or 5.1 National Certificates


certifications 5.2 Certificate of Competency
5.3 Support Level Licenses
5.4 Professional Licenses

EVIDENCE GUIDE

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 12 / 92


2007
1. Critical Aspects of Assessment requires evidence that the candidate:
Competency 1.1 Attained job targets within key result areas (KRAs)
1.2 Maintained intra - and interpersonal
relationship in the course of managing oneself
based on performance evaluation
1.3 Completed trainings and career opportunities
which are based on the requirements of the
industries
1.4 Acquired and maintained licenses and/or
certifications according to the requirement of
the qualification
2. Underpinning 2.1 Work values and ethics (Code of Conduct,
Knowledge Code of Ethics, etc.)
2.2 Company policies
2.3 Company operations, procedures and standards
2.4 Fundamental rights at work including gender
sensitivity
2.4 Personal hygiene practices
3. Underpinning Skills 3.1 Appropriate practice of personal hygiene
3.2 Intra and Interpersonal skills
3.3 Communication skills

4. Resource Implications The following resources MUST be provided:


4.1 Workplace or assessment location
4.2 Case studies/scenarios

5. Methods of Competency may be assessed through:


Assessment 5.1 Portfolio Assessment
5.2 Interview
5.3 Simulation/Role-plays
5.4 Observation
5.5 Third Party Reports
5.6 Exams and Tests

6. Context of 6.1 Competency may be assessed in the work place


Assessment or in a simulated work place setting

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 13 / 92


2007
UNIT OF COMPETENCY : PRACTICE OCCUPATIONAL HEALTH AND SAFETY

PROCEDURES
UNIT CODE : 500311108
UNIT DESCRIPTOR : This unit covers the outcomes required to comply
with regulatory and organizational requirements
for occupational health and safety.

PERFORMANCE CRITERIA
ELEMENT Italicized terms are elaborated in
the Range of Variables
1. Identify hazards and 1.1 Safety regulations and workplace safety
risks and hazard control practices and
procedures are clarified and explained
based on organization procedures
1.2 Hazards/risks in the workplace and their
corresponding indicators are identified to
minimize or eliminate risk to co-workers,
workplace and environment in accordance
with organization procedures
1.3 Contingency measures during workplace
accidents, fire and other emergencies
are recognized and established in
accordance with organization procedures

2. Evaluate hazards and 2.1 Terms of maximum tolerable limits


risks which when exceeded will result in harm
or damage are identified based on
threshold limit values (TLV)
2.2 Effects of the hazards are determined
2.3 OHS issues and/or concerns and identified
safety hazards are reported to designated
personnel in accordance with workplace
requirements and relevant workplace OHS
legislation
3. Control hazards and 3.1 Occupational Health and Safety (OHS)
risks procedures for controlling hazards/risks in
workplace are consistently followed
3.2 Procedures for dealing with workplace
accidents, fire and emergencies are
followed in accordance with organization
OHS policies
3.3 Personal protective equipment (PPE) is
correctly used in accordance with
organization OHS procedures and practices
3.4 Appropriate assistance is provided in the

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 14 / 92


2007
event of a workplace emergency in
accordance with established organization
protocol

4. Maintain OHS awareness 4.1 Emergency-related drills and trainings are


participated in as per established
organization guidelines and procedures
4.2 OHS personal records are completed and
updated in accordance with workplace
requirements

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 15 / 92


2007
RANGE OF VARIABLES
VARIABLE RANGE
1. Safety regulations May include but are not limited to:
1.1Clean Air Act
1.2Building code
1.3National Electrical and Fire Safety Codes
1.4Waste management statutes and rules
1.5Philippine Occupational Safety and Health
Standards
1.6DOLE regulations on safety legal requirements
1.7ECC regulations
2. Hazards/Risks May include but are not limited to:
2.1Physical hazards – impact, illumination, pressure,
noise, vibration, temperature, radiation
2.2Biological hazards- bacteria, viruses, plants,
parasites, mites, molds, fungi, insects
2.3Chemical hazards – dusts, fibers, mists, fumes,
smoke, gasses, vapors
2.4Ergonomics
2.4.1 Psychological factors – over exertion/
excessive force, awkward/static
positions, fatigue, direct pressure,
varying metabolic cycles
2.4.2 Physiological factors – monotony,
personal relationship, work out cycle
3. Contingency May include but are not limited to:
measures 3.1 Evacuation
3.2 Isolation
3.3 Decontamination
3.4 (Calling designed) emergency personnel

4. PPE May include but are not limited to:


4.1Mask
4.2Gloves
4.3Goggles
4.4Hair Net/cap/bonnet
4.5Face mask/shield
4.6Ear muffs
4.7Apron/Gown/coverall/jump suit
4.8Anti-static suits

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 16 / 92


2007
5. Emergency-related 5.1Fire drill
drills and training 5.2Earthquake drill
5.3Basic life support/CPR
5.4First aid
5.5Spillage control
5.6Decontamination of chemical and toxic
5.7Disaster preparedness/management

6. OHS personal records 6.1 Medical/Health records


6.2 Incident reports
6.3 Accident reports
6.4 OHS-related training completed

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 17 / 92


2007
EVIDENCE GUIDE
1. Critical Aspects Assessment requires evidence that the candidate:
of Competency 1.1 Explained clearly established workplace
safety and hazard control practices and
procedures
1.2 Identified hazards/risks in the workplace and its
corresponding indicators in accordance with
company procedures
1.3 Recognized contingency measures during
workplace accidents, fire and other
emergencies
1.4 Identified terms of maximum tolerable limits
based on threshold limit value- TLV.
1.5 Followed Occupational Health and Safety
(OHS) procedures for controlling hazards/risks
in workplace
1.6 Used Personal Protective Equipment (PPE)
in accordance with company OHS
procedures and practices
1.7 Completed and updated OHS personal
records in accordance with workplace
requirements
2. Underpinning 2.1 OHS procedures and practices and regulations
Knowledge 2.2 PPE types and uses
and Attitude 2.3 Personal hygiene practices
2.4 Hazards/risks identification and control
2.5 Threshold Limit Value -TLV
2.6 OHS indicators
2.7 Organization safety and health protocol
2.8 Safety consciousness
2.9 Health consciousness
3. 3.1 Practice of personal hygiene
3.2 Hazards/risks identification and control skills
Underpinni 3.3 Interpersonal skills
ng Skills 3.4 Communication skills

4. Resource The following resources must be provided:


Implications 4.1 Workplace or assessment location
4.2 OHS personal records
4.3 PPE
4.4 Health records

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 18 / 92


2007
5. Methods of Competency may be assessed through:
Assessment 5.1 Portfolio Assessment
5.2 Interview
5.3 Case Study/Situation
6. Context for 6.1 Competency may be assessed in the work place
Assessment or in a simulated work place setting

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 19 / 92


2007
COMMON COMPETENCIES

UNIT OF COMPETENCY: PREPARE CONSTRUCTION MATERIALS AND TOOLS


UNIT CODE : CON931201
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes
on identifying, requesting and receiving construction
materials and tools based on the required
performance standards.

PERFORMANCE CRITERIA
ELEMENT Italicized terms are elaborated in
the Range of Variable
1. Identify materials 1.1 Materials are listed as per job requirements
1.2 Quantity and description of materials

conform with the job requirements


1.3 Tools and accessories are identified
according to job requirements
2. Requisition materials 2.1 Materials and tools needed are
requested according to the list
prepared
2.2Request is done as per company
standard operating procedures (SOP)
2.2 Substitute materials and tools are provided
without sacrificing cost and quality of work
3. Receive and inspect 3.1 Materials and tools issued are inspected
materials as per quantity and specification
3.2 Tools, accessories and materials are
checked for damages according to
enterprise procedures
3.3 Materials and tools are set aside to
appropriate location nearest to the
workplace

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 20 / 92


2007
RANGE OF VARIABLES
VARIABLE RANGE
1. Materials and Tools 1.1 Electrical supplies
1.2 Structural
1.3 Plumbing
1.4 Welding/pipefitting
1.5 Carpentry
1.6 Masonry

2. Description of Materials 2.1 Brand name


and Tools 2.2 Size
2.3 Capacity
2.4 Kind of application

3. Company standard 3.1 Job order


procedures 3.2 Requisition slip
3.3 Borrower slip

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 21 / 92


2007
EVIDENCE GUIDE
1. Critical Assessment requires evidence that the candidate:
aspects of 1.1 Listed materials and tools according to quantity
competency and job requirements
1.2 Requested materials and tools according to the list
prepared and as per company SOP
1.3 Inspected issued materials and tools as per quantity
and job specifications
1.4 Tools provided with appropriate safety devices

2. Underpinning 2.1 Types and uses of construction materials and tools


knowledge 2.2 Different forms
2.3 Requisition procedures

3. Underpinning 3.1 Preparing materials and tools


skills 3.2 Proper handling of tools and equipment
3.3 Following instructions

4. Resource The following resources should be provided:


implications 4.1 Workplace location
4.2 Materials relevant to the unit of competency
4.3 Technical plans, drawings and specifications
relevant to the activities

5. Methods of Competency in this unit must be assessed through:


assessment 5.1 Direct observation and oral questioning

6. Context of 6.1 Competency may be assessed in the workplace


assessment or in a simulated workplace
6.2 Competency assessment must be undertaken in
accordance with the endorsed TESDA assessment
guidelines

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 22 / 92


2007
UNIT OF COMPETENCY: OBSERVE PROCEDURES, SPECIFICATIONS AND
MANUALS OF INSTRUCTIONS
UNIT CODE : CON311201
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes
on identifying, interpreting, applying services to
specifications and manuals and storing manuals.

PERFORMANCE CRITERIA
ELEMENT Italicized terms are elaborated in
the Range of Variables
1. Identify and access 1.1 Appropriate manuals are identified and
specification/manuals accessed as per job requirements
1.2 Version and date of manual are checked
to ensure that correct specification and
procedures are identified

2. Interpret manuals 2.1 Relevant sections, chapters of


specifications/ manuals are located in
relation to the work to be conducted
2.2 Information and procedure in the manual
are interpreted in accordance with
industry practices
3. Apply information in 3.1 Manual is interpreted according
manual to job requirements
3.2 Work steps are correctly identified in
accordance with manufacturer's
specification
3.3 Manual data are applied according to the
given task
3.4 All correct sequencing and
adjustments are interpreted in
accordance with information
contained on the manual or
specifications
4. Store manuals 4.1 Manual or specification is stored
appropriately to prevent damage, ready
access and updating of information when
required in accordance with company
requirements

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 23 / 92


2007
RANGE OF VARIABLES
VARIABLE RANGE
1. Procedures, Specifications Kinds of Manuals:
and Manuals of 1.1 Manufacturer's Specification Manual
Instructions 1.2 Repair Manual
1.3 Maintenance Procedure Manual
1.4 Periodic Maintenance Manual

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 24 / 92


2007
EVIDENCE GUIDE
1. Critical Assessment requires that the candidate:
aspects of 1.1 Identified and accessed specification/manuals as
competency per job requirements
1.2 Interpreted manuals in accordance with industry
practices
1.3 Applied information in manuals according to the given
task
1.4 Stored manuals in accordance with company
requirements
2. Underpinning 2.1 Types of manuals used in construction sector
knowledge 2.2 Identification of symbols used in the manuals
2.3 Identification of units of measurements
2.4 Unit conversion

3. Underpinning 3.1 Reading and comprehension skills required to


skills identify and interpret construction manuals and
specifications
3.2 Accessing information and data
4. Resource The following resources should be provided:
implications 4.1 All manuals/catalogues relative to
construction Sector

5. Methods of Competency should be assessed through:


assessment 5.1 Direct observation
5.2 Questions/interview

Assessment of underpinning knowledge and practical skills


may be combined

6. Context of 6.1 Competency assessment must be undertaken in


assessment accordance with the endorsed TESDA assessment
guidelines
6.2 Assessment may be conducted in the workplace or a
simulated environment

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 25 / 92


2007
UNIT OF COMPETENCY: INTERPRET TECHNICAL DRAWINGS AND PLANS
UNIT CODE : CON311202
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes
on analyzing and interpreting symbols, data and
work plan based on the required performance
standards.

PERFORMANCE CRITERIA
ELEMENT Italicized terms are elaborated in
the Range of Variables
1. Analyze signs, symbols and 1.1 Technical plans are obtained according
data to job requirements
1.2 Signs, symbols and data are identified
according to job specifications
1.3 Signs symbols and data are determined
according to classification or as
appropriate in drawing

2. Interpret technical 2.1 Necessary tools, materials and equipment


drawings and plans are identified according to the plan
2.2 Supplies and materials are listed
according to specifications
2.3 Components, assemblies or
objects are recognized as required
2.4 Dimensions are identified as appropriate
to the plan
2.5 Specification details are matched with
existing/available resources and in line
with job requirements
2.6 Work plan is drawn following the
specifications
3. Apply freehand sketching 3.1 Where applicable, correct freehand
sketching is produced in accordance with
the job requirements

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 26 / 92


2007
RANGE OF VARIABLES
VARIABLE RANGE
1. Technical plans Including but not limited to:
1.1 Electrical plans
1.2 Structural plans
1.3 Architectural plans
1.4 Plumbing plans
1.5 Welding Procedures Specifications (WPS)

2. Work plan 2.1 Job requirements


2.2 Installation instructions
2.3 Components instruction

3. Classification Including but not limited to:


3.1 Electrical
3.2 Mechanical
3.3 Plumbing

4. Drawing 4.1 Drawing symbols


4.2 Alphabet of lines
4.3 Orthographic views
- Front view
- Right side view/left side view
- Top view
- Pictorial
4.4 Schematic diagram
4.5 Electrical drawings
4.6 Structural drawings
4.7 Plumbing drawings
- Water
- Sewerage/Drainage
- Ventilation
4.8 Welding symbols

5. Tools and materials Including but not limited to:


5.1 Compass
5.2 Divider
5.3 Rulers
5.4 Triangles
5.5 Drawing tables
5.6 Computer

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 27 / 92


2007
EVIDENCE GUIDE
1. Critical Assessment requires that the candidate:
aspects of 1.1 Identified and determined signs, symbols and data
competency according to work plan, job requirements and
classifications
1.2 Identified tools and equipment in accordance
with job requirements
1.3 Listed supplies and materials according to
blueprint specifications
1.4 Drawn workplan following specifications
1.5 Determined job specifications based on
working/technical drawing
2. Underpinning 2.1 TRADE MATHEMATICS
knowledge 2.1.1 Linear measurement
2.1.2 Dimension
2.1.3 Unit conversion
2.2 BLUEPRINT READING AND PLAN SPECIFICATION
2.2.1 Electrical, mechanical plan,
symbols and abbreviations
2.2.2 Drawing standard symbols
2.3 TRADE THEORY
2.3.1 Basic technical drawing
2.3.2 Types technical plans
2.3.3 Various types of drawings
2.3.4 Notes and specifications

3. Underpinning 3.1 Interpreting drawing/orthographic drawing


skills 3.2 Interpreting technical plans
3.3 Matching specification details with existing resources
3.4 Following instructions
3.5 Handling of drawing instruments

4. Resource The following resources should be provided:


implications 4.1 Workplace
4.2 Drawings and specification relevant to task
4.3 Materials and instrument relevant to proposed activity

5. Methods of Competency should be assessed through:


assessment 5.1 Direct observation
5.2 Questions/interview
5.3 Written test related to underpinning knowledge

6. Context of 6.1 Competency assessment may occur in the workplace


assessment or in any appropriate simulated environment
6.2 Assessment shall be observed while task are being

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 28 / 92


2007
undertaken whether individually or in group
6.3 Competency assessment must be undertaken in
accordance with the endorsed TESDA assessment
guidelines

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 29 / 92


2007
UNIT OF COMPETENCY: PERFORM MENSURATIONS AND CALCULATIONS
UNIT CODE : CON311203
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes
on identifying and measuring objects based on the
required performance standards.

PERFORMANCE CRITERIA
ELEMENT Italicized terms are elaborated in
the Range of Variable
1. Select measuring 1.1 Object or component to be measured is
instruments identified, classified and interpreted
according to the appropriate regular
geometric shape
1.2 Measuring tools are selected/identified
as per object to be measured or job
requirements
1.3 Correct specifications are obtained from
relevant sources
1.4 Appropriate measuring instruments are
selected according to job requirements
1.5 Alternative measuring tools are used
without sacrificing cost and quality of
work
2. Carry out measurements 2.1 Accurate measurements are obtained
and calculations according to job requirements
2.3 Alternative measuring tools are used
without sacrificing cost and quality
of work
2.4 Calculation needed to complete work
tasks are performed using the four basic
process of addition (+), subtraction (-),
multiplication (x) and division (/) including
but not limited to: trigonometric functions,
algebraic computations
2.5 Calculations involving fractions,
percentages and mixed numbers are used
to complete workplace tasks
2.6 Numerical computation is self-
checked and corrected for accuracy
2.7 Instruments are read to the limit of
accuracy of the tool
2.8 Systems of measurement identified
and converted according to job
requirements/ISO
2.9 Workpieces are measured according
to job requirements
TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 30 / 92
2007
TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 31 / 92
2007
RANGE OF VARIABLES
VARIABLE RANGE
1. Geometric shape Including but is not limited to:
1.1 Round
1.2 Square
1.3 Rectangular
1.4 Triangle
1.5 Sphere
1.6 Conical

2. Measuring instruments Including but not limited to:


2.1 Micrometer (In-out, depth)
2.2 Vernier caliper (out, inside)
2.3 Dial gauge with mag, std.
2.4 Straight edge
2.5 Thickness gauge
2.6 Torque gauge
2.7 Small hole gauge
2.8 Telescopic gauge
2.9 Try-square
2.10 Protractor
2.11 Combination gauge
2.12 Steel rule
2.13 Voltmeter
2.14 Ammeter
2.15 Mega-ohmeter
2.16 Kilowatt hour meter
2.17 Gauges
2.18 Thermometers
2. Measurements and 3.1 Linear
calculations 3.2 Volume
3.3 Area
3.4 Wattage
3.5 Voltage
3.6 Resistance
3.7 Amperage
3.8 Frequency
3.9 Impedance

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 32 / 92


2007
VARIABLE RANGE
3.10 Conductance
3.11 Capacitance
3.12 Displacement
3.13 Inside diameter
3.14 Circumference
3.15 Length
3.16 Thickness
3.17 Outside diameter
3.18 Taper
3.19 Out of roundness
3.20 Oil clearance
3.21 End play/Thrust clearance

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 33 / 92


2007
EVIDENCE GUIDE
1. Critical Assessment requires that the candidate:
aspects of 1.1 Selected and prepared appropriate measuring
competency instruments in accordance with job requirements
1.2 Performed measurements and calculations according
to job requirements/ ISO

2. Underpinning 2.1 TRADE MATHEMATICS / MENSURATION


knowledge 2.1.1 Four fundamental operation
2.1.2 Linear measurement
2.1.3 Dimensions
2.1.4 Unit conversion
2.1.5 Ratio and proportion
2.1.6 Trigonometric functions
2.1.7 Algebraic equations

3. Underpinning 3.1 Performing calculation by addition, subtraction,


skills multiplication and division; trigonometric functions and
algebraic equations
3.2 Visualizing objects and shapes
3.3 Interpreting formulas for volume, areas, perimeters
of plane and geometric figures
3.4 Proper handling of measuring instruments
4. Resource The following resources should be provided:
implications 4.1 Workplace location
4.2 Problems to solve
4.3 Measuring instrument appropriate to carry out tasks
4.4 Instructional materials relevant to the propose activity

Assessment of underpinning knowledge and practical skills


may be combined

5. Methods of Competency should be assessed through:


assessment 5.1 Actual demonstration
5.2 Direct observation
5.3 Written test/questioning related to underpinning
knowledge
6. Context of 6.1 Competency assessment may occur in workplace
assessment or any appropriate simulated environment
6.2 Assessment shall be observed while task are being
undertaken whether individually or in group
6.3 Competency assessment must be undertaken in
accordance with the TESDA assessment guidelines

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 34 / 92


2007
UNIT OF COMPETENCY: MAINTAIN TOOLS AND EQUIPMENT
UNIT CODE : CON311204
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes
on checking condition, performing preventive
maintenance and storing of tools and equipment
based on the required performance standards.

PERFORMANCE CRITERIA
ELEMENTS Italicized terms are elaborated in
the Range of Variables
1. Check condition of tools 1.1 Materials, tools and equipment are
and equipment identified according to classification and
job requirements
1.2 Non-functional tools and
equipment are segregated and
labeled according to classification
1.3 Safety of tools and equipment are
observed in accordance with
manufacturer's instructions
1.4 Condition of PPE are checked in
accordance with manufacturer's
instructions
2. Perform basic preventive 2.1 Appropriate lubricants are identified
maintenance according to types of equipment
2.2 Tools and equipment are lubricated
according to preventive maintenance
schedule or manufacturer's specifications
2.3 Measuring instruments are checked and
calibrated in accordance with
manufacturer’s instructions
2.4 Tools are cleaned and lubricated
according to standard procedures
2.5 Defective instruments, equipment
and accessories are inspected and
replaced according to
manufacturer’s specifications
2.6 Tools are inspected, repaired and
replaced after use
2.7 Work place is cleaned and kept in safe
state in line with OHSA regulations

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 35 / 92


2007
3. Store tools and equipment 3.1 Inventory of tools, instruments and
equipment are conducted and recorded
as per company practices
3.2 Tools and equipment are stored
safely in appropriate locations in
accordance with manufacturer's
specifications or company
procedures

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 36 / 92


2007
RANGE OF VARIABLES
VARIABLE RANGE
1. Materials Including but not limited to:
1.1 Lubricants
1.2 Cleaning materials
1.3 Rust remover
1.4 Rugs
1.5 Spare parts

2. Tools and equipment Including but not limited to:


2.1 Tools
- Cutting tools - hacksaw, crosscut
saw, rip saw
- Boring tools - auger, brace, grinlet,
hand drill
- Holding tools - vise grip, C-
clamp, bench vise
- Threading tools - die and stock, taps
2.2 Measuring instruments/equipment

3. PPE Including but not limited to:


3.1 Goggles
3.2 Gloves
3.3 Safety shoes
3.4 Aprons/Coveralls

4. Forms 4.1 Maintenance schedule forms


4.2 Requisition slip
4.3 Inventory Form
4.4 Inspection Form
4.5 Procedures

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 37 / 92


2007
EVIDENCE GUIDE
1. Critical Assessment requires that the candidate:
aspects of 1.1 Selected and used appropriate processes,
competency tools and equipment to carry out task
1.2 Identified functional and non-functional tools and
equipment
1.3 Checked, lubricated and calibrated tools,
equipment and instruments according to
manufacturer’s specifications
1.4 Replaced defective tools, equipment and their
accessories
1.5 Observed and applied safe handling of tools and
equipment and safety work practices
1.6 Prepared and submitted inventory report, where
applicable
1.7 Maintained workplace in accordance with OHSA
regulations
1.8 Stored tools and equipment safely in appropriate
locations and in accordance with company practices
2. Underpinning 2.1 SAFETY PRACTICES
knowledge 2.1.1Use of PPE
2.1.2Handling of tools and equipment
2.1.3Good housekeeping
2.3 MATERIALS, TOOLS AND EQUIPMENT
2.2.1Types and uses of lubricants
2.2.2Types and uses of cleaning materials
2.2.3Types and uses of measuring instruments
and equipment
2.4 PREVENTIVE MAINTENANCE
2.3.1Methods and techniques
2.3.2Procedures

3. Underpinning 3.1 Preparing maintenance materials, tools and equipment


skills 3.2 Proper handling of tools and equipment
3.3 Performing preventive maintenance
3.3 Following instructions

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 38 / 92


2007
4. Resource The following resources should be provided:
implications 4.1 Workplace
4.2 Maintenance schedule
4.2 Maintenance materials, tools and equipment relevant
to the proposed activity/task

5. Methods of Competency should be assessed through:


assessment 5.1 Direct observation
5.2 Written test/questioning
relevant to Underpinning
knowledge
6. Context of 6.1 Competency assessment may occur in workplace
assessment or any appropriate simulated environment
6.2 Competency assessment must be undertaken in
accordance with the endorsed TESDA assessment

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 39 / 92


2007
CORE COMPETENCIES

UNIT OF COMPETENCY: PERFORM PRE- AND POST-OPERATION


PROCEDURES FOR EARTHMOVING
EQUIPMENT
UNIT CODE: CON833301
UNIT DESCRIPTOR: This unit describes the outcomes required in
performing procedures before and after
productive operation of earth-moving
equipment.

ELEMENT PERFORMANCE CRITERIA


Bold and Italicized terms are elaborated in
the Range of Variables
1. Perform visual check of 1.1 Earth moving equipment is selected
equipment based on job requirements.
1.2 Operator serviceable (OS) parts are
checked in accordance with
equipment checklist and
manufacturer’s procedures.
1.3 Walk-around check is performed
with equipment checklist and
with engine stopped/not running.
2. Perform “B L O W A F” 2.1 “BLOWAF” check is performed with
check checklist form and with engine
stopped/not running.
2.2 Deficiencies in fluid levels are identified
and if below normal level are
refilled/topped up in accordance with
equipment maintenance manual.
2.3 Abnormal conditions are noted in
checklist and reported to authorized
person.

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 40 / 92


2007
ELEMENT PERFORMANCE CRITERIA
3. Perform operation check 3.1 Starting/running check is performed
with checklist and in accordance
with manufacturer’s
recommendations.
3.2 Brake, steering and controls are
checked for normal functioning
3.3 Walk-around check is performed with
equipment checklist and with engine
running.
3.4 Safety devices and accessories are
checked for proper functions in
accordance with safe operating
procedures.
4. Perform post-operation 4.1 Earth moving equipment is parked and
procedures turned off after productive operation in
accordance with company rules and
regulations.
4.2 Equipment controls are set into
neutral position and parking brakes
are engaged according to
manufacturer’s operations manual.
4.3 Safety locks and brakes are all
set/engaged in accordance with
operator’s manual.
4.4 Walk-around inspection check is re-
conducted while doing engine cool
down
4.5 Daily equipment time record/report
(DETR) is accomplished/submitted
according to company rules and
regulations

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 41 / 92


2007
RANGE OF VARIABLES
VARIABLE RANGE
1. Earth moving 1.1Hydraulic
Excavator
1.1.1 Crawler type
1.1.2 Wheel type
1.2Wheel Loader
1.3Bulldozer
1.4Motor Grader
1.5Backhoe Loader
1.6Road Roller
1.6.1 Static roller
1.6.1.1 Pneumatic roller
1.6.1.2 Drum roller
1.6.1.2.1 Single drum
1.6.1.2.2 Double drum
1.6.2 Vibratory roller
1.6.2.1 Single drum
1.6.2.2 Double drum
2. Operator- 2.1Air cleaner
serviceable 2.2Battery terminals/Connection
(OS) parts 2.3Belt
2.4Tire inflation
2.5Grease/lube points

Hydraulic Excavator and Backhoe Loader


2.6 Fuel water separator

Bulldozer
2.7 Track tension

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 42 / 92


2007
VARIABLE RANGE
3. Walk-around 3.1Engine off
check Hydraulic Excavator, Wheel Loader, and
Bulldozer Backhoe Loader and Road Roller
3.1.1 Leaks
3.1.2 Worn out/damaged parts
3.1.3 Fluid levels
3.1.4 Loose parts/connections
3.1.5 Missing parts

Hydraulic Excavator
3.1.6 Hook block
3.1.7 Wire rope cable
3.1.8 Pulleys

Backhoe Loader
3.1.9 Tire condition

3.2Engine on
Hydraulic Excavator and Backhoe Loader
3.2.1 Gauges and controls
3.2.2 Oil and air leaks
3.2.3 Safety devices
3.2.4 Working equipment function e.g.
outriggers, boom, hoist

Motor Grader and Road Roller


3.2.5 Unusual sounds

Road Roller
3.2.6 Unusual emission of smoke (blue, black
and white)

4. B L O W A F 4.1Battery (starting and charging system)


check 4.2Light (lighting system)
4.3Oil (lubricating system)
4.4Water (cooling system)
4.5Air (intake and exhaust system)
4.6Fuel (fuel system)

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 43 / 92


2007
VARIABLE RANGE
5. Fluid levels 5.1Battery electrolyte (maintenance type)
5.2Engine oil
5.3Hydraulic oil
5.4Radiator coolant

Hydraulic Excavator, Wheel Loader, Motor Grader,


Bulldozer, Backhoe Loader
5.5Transmission

Bulldozer, and Motor Grader


5.6Fuel

Hydraulic Excavator
5.7Gear Oil

6. Authorized 6.1Equipment supervisor


person 6.2Equipment dispatcher/Foreman
6.3Maintenance personnel

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 44 / 92


2007
VARIABLE RANGE
7. Starting/ May include but not limited to:
Running 7.1Controls
check 7.1.1 Travel

Wheel Loader, Bulldozer, and Motor Grader


Backhoe Loader and Road Roller
7.1.2 Steering/articulation

Hydraulic Excavator, and Wheel Loader and


Backhoe Loader
7.1.3 Boom

Bulldozer, Motor Grader and Road Roller


7.1.4 Blade

Bulldozer and Motor Grader


7.1.5 Ripper
7.1.6 Attachment

Bulldozer
7.1.6.1 Drawbar
7.1.6.2 Disc plow
7.1.6.3 Bedder

Motor Grader
7.1.6.4 Ripper
7.1.6.5 Scarifier

Bulldozer
7.1.7 Winch
7.1.8 Tilt/Lift

Motor Grader
7.1.9 Lean

Wheel Loader and Backhoe Loader


7.1.10 Bucket

Hydraulic Excavator and Backhoe Loader


7.1.11 Out rigger
7.1.12 Arm
7.1.13 Swing

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 45 / 92


2007
VARIABLE RANGE
continuati Hydraulic Excavator
on 7.1.14 Arm

Road Roller
7.1.15 Drum
7.1.16 Vibratory

7.2Gauges
7.2.1 Battery charging
7.2.2 Pressure
7.2.3 Temperature

Motor Grader and Road Roller


7.2.4 Hour meter
7.2.5 RPM
7.3.6 Speedometer

7.3Leaks in
7.3.1 Lubricating oil
7.3.2 Cooling
7.3.3 Air
7.3.4 Fuel
Hydraulic Excavator, Wheel Loader, and Bulldozer
and Backhoe Loader
7.35 Hydraulic systems
7.4Electrical switches/devices
7.4.1 Lights
7.4.2 Horn/alarm
Hydraulic Excavator, Wheel Loader, and
Bulldozer and Backhoe Loader
7.4.3 Safety
devices Motor
Grader
7.4.4 Wiper blade
7.5Steering and
brake Backhoe
Loader
7.6Tire
condition Road
Roller
7.7Wiper

VARIABLE RANGE

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 46 / 92


2007
8. Safety 8.1Back up alarm
devices and 8.2Roll Over Protective Structures
accessories 8.3Blinkers
8.4Safety belt
8.5Windshield guard

Backhoe Loader
8.6 Back-up alarm

Road Roller
8.7Safety pin and locks
8.8Parking brake
8.9Side mirrors
8.10 Fire extinguisher
8.11 Battery disconnect switch
8.12 Steering

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 47 / 92


2007
VARIABLE RANGE
9. Safety locks 9.1Control lever lock
9.2Door lock

Wheel Loader and Motor Grader


9.3Neutralizer lock switch

Wheel Loader, Bulldozer and Road Roller


9.4Steering lock

Motor Grader and Road Roller


9.5Implement lock switch
9.6Engine gull wing

Hydraulic Excavator and Backhoe Loader


9.7Swing lock

Hydraulic Excavator
9.8House lock

Backhoe Loader
9.9Outrigger lock
9.10 Bucket lever lock

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 48 / 92


2007
EVIDENCE GUIDE
1. Critical Assessment requires evidence that the candidate:
aspects of 1.1Demonstrates ability to select earthmoving
evidence to equipment based on the job requirements
be 1.2Demonstrates ability to check and service
considered operator- serviceable (OS) parts
1.3Demonstrates ability to perform walk-around and
“BLOWAF” inspection following equipment
checklist and with engine stopped/not running.
1.4Demonstrates ability to perform walk-around
check while engine is running.
1.5Demonstrates ability to follow risk-control/safe
procedures
1.6Demonstrates ability to perform post-operation
checking procedures
1.7Demonstrates ability to accomplished daily
equipment time record/report (DETR)
2. Underpinning 2.1Types and uses of personal protective equipment
(related) (PPE)
knowledge 2.2Controls, instruments, indicators and their usage
and attitude 2.3Start-up and shutdown procedures
2.4Familiarity with manufacturer’s operation manual
2.5Familiarity with job site and work conditions
2.6Familiarity with pre- and post-operation checklist
2.7Positive work values (cost, time, quality conscious,
etc.)
3. Underpinning 3.1Performing pre- and post-operation
skills procedures of equipment using standard or
special attachments
3.2Using personal protective equipment
3.3Maintaining equipment records
3.4Communicating with work site personnel and clients
3.5Complying with the manufacturer’s operation
manual
3.6Accomplishing pre- and post-operation checklist
4. Resource Things necessary for the conduct of assessment include
implications 4.1Appropriate work area for earthmoving operation
4.2Access to earthmoving equipment and
corresponding manuals.

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 49 / 92


2007
5. Method of Competency in this unit must be assessed through
assessment 5.1Written/oral questioning
5.2Direct observation / practical demonstration
5.3Work record and documents

6. Context for 6.1Competency shall be assessed in a normal or a


assessment simulated work place environment and in
accordance with safe work procedures.
6.2Competency shall be assessed while work is
being undertaken independently.

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 50 / 92


2007
UNIT OF COMPETENCY: PERFORM BASIC PREVENTIVE-MAINTENANCE
SERVICING FOR EARTH-MOVING EQUIPMENT
UNIT CODE: CON833302
UNIT DESCRIPTOR: This unit describes the outcomes required in
remedying minor defects and
greasing/cleaning, adjustment and
replacement of operator- serviceable parts
of the wheel loader.

ELEMENT PERFORMANCE CRITERIA


Bold and Italicized terms are elaborated in
the Range of Variables
1. Perform adjustments/ 1.1 Minor defects are identified and
replacements remedied in accordance with
company/manufacturer’s procedures.
1.2 Correct/proper tools are selected
based on job requirements.
1.3 Major defects are identified with
checklist and referred to appropriate
personnel.
2. Perform basic 2.1 OS parts/standards are identified
preventive maintenance and serviced according to
servicing (PMS) manufacturer’s
recommendations.
2.2 Fluids and lubricants are used based
on manufacturer’s manual.
2.3 Appropriate basic hand tools and
equipment are identified and
used in accordance with site
requirements.
2.4 Basic preventive maintenance
servicing (PMS) is carried out in
accordance with manufacturer’s
and/or site conditions/requirements.
3. Prepare equipment 3.1 Daily checklist form is properly
reports accomplished in accordance with
manufacturer’s/company requirements.
3.2 Minor/major equipment defects are
reported to concerned personnel.

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 51 / 92


2007
RANGE OF VARIABLES
VARIABLE RANGE
1. Minor defects May include but not limited to:
1.1Weak battery
1.2Improper belt tension
1.3Clogged air filter/cleaner
1.4Loose clamps

Hydraulic Excavator, Wheel Loader and Motor Grader,


Road Roller and Backhoe Loader
1.5Incorrect tire inflation

Hydraulic Excavator and Bulldozer


1.6Incorrect/insufficient track tension

Backhoe Loader
1.7Busted bulbs

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 52 / 92


2007
VARIABLE RANGE
2. Major defects May include but not limited to:
2.1Busted hydraulic hose
2.2Defective electrical system/electro-mechanical
system
2.2.1 Lighting
2.2.2 Starting
2.2.3 Monitoring gauge
Hydraulic Excavator, Wheel Loader and Motor
Grader, Road Roller and Backhoe Loader
2.2.4 Charging

2.3 Abnormal tire condition

Hydraulic Excavator, Wheel Loader, and Motor


Grade, Road Roller and Backhoe Loader

2.3.1Worn-out tires
Wheel Loader, road Roller and Motor Grader
2.3.2 Flat tires

Hydraulic Excavator, Wheel Loader and Motor Grader,


Road Roller and Backhoe Loader
2.4 Excessive engine oil consumption

2.5Leakage in
Hydraulic Excavator, Wheel Loader, Road Roller
and Motor Grader and Backhoe Loader
2.5.1 Air
2.5.2 Fuel
2.5.3 Cooling
2.5.4 Hydraulic system

Wheel Loader, road Roller and Motor Grader


2.5.5 Lube

Hydraulic Excavator and Backhoe Loader


2.6Hard starting engine
2.7Faulty gauges

Bulldozer
2.8Worn-out undercarriage parts
2.8.1 Rollers
2.8.2 Track link
2.8.3 Bushing
2.8.4 Pins
2.8.5 Pads
TR HEAVY-EQUIPMENT OPERA TION (Wheel Loader) NC II Promulgated December 2004/July 2007 52 / 85
VARIABLE RANGE
Continuation 2.9Worn-out ground engaging tool
2.9.1 Cutting edge
2.9.2 End bit
2.9.3 Shank tooth
2.10 Frayed wire rope

Backhoe Loader
2.11 Worn-out ground engaging

Backhoe Loader and Road Roller


2.12 Abnormal sounds

Road Roller
2.13 Worn-out drums (padded and smooth)
2.14 Excessive vibrations of drums
2.15 Worn-out rubber absorber

3. Appropriate May include but not limited to:


personnel 3.1Chief Mechanic
3.2Equipment Maintenance Supervisor
3.3Maintenance Personnel

4. Operator- 4.1Air cleaner


Serviceable 4.2Battery terminals/connections/clamps
(OS) parts 4.3Belt
4.4All grease/lube points
4.5All fluid caps
4.5 Filters
4.6.1 Air cleaner

Hydraulic Excavator
4.6.2 Water separator

Wheel Loader, Road Roller and Motor Grader


4.6 Tire inflation

Hydraulic Excavator
4.7 Wire rope grease

Backhoe Loader
4.8Bulbs

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 53 / 92


2007
VARIABLE RANGE
5. Standards Hydraulic Excavator and Backhoe Loader
5.1Oil pressure
5.2Air pressure
5.3Temperatures
5.4Tension
5.5Clearance and distances

6. Fluid and May include but not limited to:


Lubricants 6.1Engine oil
6.2Hydraulic oil
6.3Multi-purpose grease
6.4Coolant

Hydraulic Excavator, Wheel Loader and Motor Grader


and Backhoe Loader
6.5 Brake fluid/oil

Hydraulic Excavator, Wheel Loader and Bulldozer and


Backhoe Loader
6.6 Battery solutions

Wheel Loader, Bulldozer and Motor Grader


6.7 Transmission oil

Hydraulic Excavator and Bulldozer


6.8 Wire rope grease/lubricants

Hydraulic Excavator
6.9Cleaning solutions
6.9.1 Detergent soap
6.9.2 Degreaser

Bulldozer
6.10 Fuel

Motor Grader and Road Roller


6.11 Battery distilled water

Backhoe Loader
6.12 Gear oil

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 54 / 92


2007
VARIABLE RANGE
7. Basic hand 7.1Hand tools
tools and 7.1.1 Wrenches
equipment 7.1.2 Pliers
7.1.3 Screw driver

Hydraulic Excavator, Wheel Loader and


Motor Grader
7.1.3.1 Positive and negative

Bulldozer
7.1.3.2 Philip and flat tip

Hydraulic Excavator, Wheel Loader, Motor


Grader, Bulldozer and Backhoe Loader
7.1.4 Hammer
7.1.5 Vice grip

Bulldozer and Backhoe Loader


7.1.6 Grease gun

Hydraulic Excavator, Wheel Loader and Motor


Grader, Road Roller and Backhoe Loader
7.1.7 Tire gauge (instrument)

Hydraulic Excavator and Backhoe Loader


7.1.8 Paint brush
7.1.9 Steel brush

Hydraulic Excavator
7.1.9 Measuring tape

Bulldozer
7.1.11 Mud remover

7.2Equipment
7.2.1 High pressure washer
7.2.2 Air compressor

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 55 / 92


2007
VARIABLE RANGE
8. Basic May include but not limited to:
preventive 8.1Check battery clamps
maintenanc 8.2Check fan belt conditions (cracked or worn-out)
e servicing 8.3Adjust track/belt tensions (if necessary)
(PMS) 8.4Clean/Replace filters
8.4.1 Air cleaner
8.4.2 Water separator
8.5Replace defective fluid caps
8.6Grease all fittings on lube points

Hydraulic Excavator
8.7 Grease wire ropes

9. Site 9.1Instructions
conditions/ 9.2Signages
requirements 9.3Work schedules
9.4Work bulletin boards
9.5Map (vicinity)
9.6Dusty
9.7Windy
9.8Terrain
9.8.1 Muddy
9.8.2 Slippery

Wheel Loader, Hydraulic Excavator and Motor Grader


and Backhoe Loader
9.5 Charts
9.6 Memos

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 56 / 92


2007
EVIDENCE GUIDE
1. Critical Assessment requires evidence that the candidate:
aspects of 1.1Demonstrates ability to observe safety precautions
evidence to 1.2Demonstrates ability to identify minor defects using
be considered checklist and in accordance with company rules and
regulations.
1.3Demonstrates ability to identify major defects
using check list and report them to appropriate
personnel
1.4Demonstrates ability to identify OS
parts/standards from manufacturer’s reference
books/manuals
1.5Demonstrates knowledge of recommended
fluids and lubricants
1.6Demonstrates ability to use appropriate basic
hand tools and equipment
1.7Demonstrates ability to accomplish and submit
daily checklist forms and reports in accordance
with company procedures
2. Underpinning 2.1Company rules and regulations
(related) 2.2Basic unit specifications (BUS)
knowledge 2.3Safety (PPE, machine and environmental) prevention
2.4Controls and gauges
2.6Components, systems and functions
2.7Comprehension of operation and maintenance
manual
3. Underpinning 3.1Using personal protective equipment (PPE)
skills 3.2Accomplishing daily checklist forms
3.3Performing basic preventive maintenance
3.4Using basic hand tools and equipment
3.5Reporting minor and major defects

4. Resource Things necessary for the conduct of assessment


implications 4.1 Access to earth-moving equipment
specifications and manuals as required
4.2Appropriate earth-moving equipment
4.3Basic hand tools and equipment
4.4Fluids and lubricants
4.5PPE
4.6Safety signages/barricades

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2007
5. Method of Competency in this unit must be assessed through
assessment 5.1Written and/or oral questioning
5.2Direct observation / practical demonstration
5.3Work record and documents

6. Context for 6.1 Competency shall be assessed in a normal or


assessment simulated workplace environment and in
accordance with safe work procedures
6.2 Competency shall be assessed while work
is being undertaken independently

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 58 / 92


2007
UNIT TITLE: PERFORM PRODUCTIVE OPERATION FOR
WHEEL LOADER
UNIT CODE: CON833304
UNIT DESCRIPTOR: This unit involves the knowledge, skills and
attitudes required for performing wheel-
loading operations such as carrying, loading
and stockpiling of earth and other materials.
It also deals with the skills required to load
wheel Loader to and unload it from
trailer truck and traveling of wheel loader.

ELEMENT PERFORMANCE CRITERIA


Bold and Italicized terms are elaborated in
the Range of Variables
1. Perform loading of Wheel 1.1Safe work practices are followed during
Loader to low or high bed loading operation.
trailer 1.2Wheel Loader positioned on ramp is
maintained in accordance with safety
requirements.
1.3Operator response to the directions given
by the authorized signalman is in
accordance with the safe loading
procedure.
1.4Bucket height is observed prior to
ramping of wheel loader based on safe
loading procedure.
1.5Bucket rested on trailer bed is maintained
based on safe loading procedure.
1.6Safety locks, articulation pins and control
levers are secured and set at required
position before the trailer travels as per
safe loading procedure.
1.7Wheels are secured with stopper
blocks in accordance with safety
requirements.
1.8Chassis/frame is secured with binders
prior to traveling of trailer according to
safe loading procedure.
1.9Unexpected situations are responded to in
line with company rules and regulations
to minimize risk to personnel and
equipment.

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2007
ELEMENT PERFORMANCE CRITERIA
2. Perform unloading 2.1Binders, safety locks, pins and stopper
equipment from trailer blocks
are dismantled and removed prior to
unloading operation as per standard
operating procedures
2.2Control and brakes are checked in line
with safety procedure and prior to
starting/moving the machine.
2.3Engine warm-up is started in
accordance with the manufacturer’s
standards.
2.4Buckets are raised before unloading
from the trailer as per standard
operating procedures.
2.5Operator's response to the directions
given by authorized signalman is in
accordance with safe unloading
procedure.
2.6Safe unloading from the trailer is
performed as per standard operating
procedures
2.7Unexpected situations are responded to
in line with company rules and to
minimize risk to personnel and
equipment.
3. Travel Wheel Loader 3.1 Work area is surveyed for safe
accessibility or potential hazards in
accordance to safe operating procedure
3.2 Bucket clearance is maintained at
recommended bucket height above
ground during travel based on safe
travel procedure.
3.3 Travel speed is maintained in
accordance with safe working
operations
3.4 Assistance from signalman is sought
when necessary in accordance to safe
operating procedure
3.5 Equipment is traveled in accordance
with safe working operations.
3.6 Unexpected situations are responded to
in line with company rules and
regulations.

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2007
ELEMENT PERFORMANCE CRITERIA
4. Perform loading and 4.1Bucket clearance is maintained based
carrying of materials on recommended height above ground
during transport of materials and
according to safe operating
procedures.
4.2Most efficient route selected is within
recommended economic hauling distance
and in accordance with company rules
and regulations/manufacturer’s
performance manual.
4.3Load is carried out within bucket
capacity according to
manufacturer’s performance
specifications.
4.4Machine travel and engine speed
is controlled during travel with load and in
accordance with work area condition.
4.5Unexpected situations are responded to
in line with company rules and
regulations.
5. Perform loading of materials 5.1Loading operation to dump truck is
to dump truck performed according to safe operating
procedure
5.2Ground is checked and cleared of
obstructions as per standard operating
procedures
5.3Materials are scoped in
accordance to safe operating
procedure.
5.4Load is carried out within bucket
capacity and based on manufacturer’s
specifications.
5.5Struck, penetrated and lifted materials
are in accordance with recommended
bucket application/positioning
procedures.
5.6Travel and engine speed is controlled
during loading of materials to dump
truck as per company rules and
regulations.
5.7Recommended dump height/clearance is
followed in loading material to dump truck

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 61 / 92


2007
based on company rules and regulations.
5.8Pedal is applied or pressed in loading
material to dump truck as per loading
requirements.
5.9Materials are loaded into dump truck and
in accordance with the recommended
dump truck loading procedures.
5.10Unexpected situations are
responded to in line with company
rules and regulations.

ELEMENT PERFORMANCE CRITERIA


6. Perform stockpiling 6.1Stockpiling operation is performed
according to safe operating procedure
6.2 Recommended 5 degree digging angle
of bucket on the ground level is followed
as per standard operating procedures.
6.3 Stockpile materials are segregated
based on company rules and
regulations.
6.4 Bucket load capacity is followed
during stockpiling of materials as per
manufacturer’s specifications.
6.5 Machine travel speed is
optimized during stockpiling in
accordance with company
operating procedure.
6.6 Maximum height of stockpile is
maintained according to dump
height of wheel loader.
6.7 Time is managed according to
company rules and regulations.
6.8 Unexpected situations are responded
to in line with company rules and
regulations.

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 62 / 92


2007
7. Perform secondary 7.1Secondary operations are performed
operations within operational limits of loader.
7.2Mode setting and dump positioning of
bucket is followed during spreading and
clearing operations based on company
rules and regulations.
7.3Site conditions are inspected to enable
safe operation and to avoid damage to
equipment and facilities.
7.4Unexpected situations are responded to
in line with company rules and
regulations.

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 63 / 92


2007
RANGE OF VARIABLES
VARIABLE RANGE
1. Safe work 1.1Observed 3-point system in embarking on and
practices alighting from equipment
1.2Safety awareness
1.3Wear minimum PPE
1.4Housekeeping
1.5All controls must be in neutral position and
parking brake applied before alighting from
loader
2. Safety lock, 2.1Controls
articulation 2.2Travel
pins and 2.3Bucket
control levers 2.4Arm
2.5Steering

3. Binders 3.1Turnbuckles
3.2Shackle
3.3Wire rope sling
3.4Chain sling

4. Unexpected May include but not limited to:


situations 4.1Collapse of unstable terrain
4.2Busted hydraulic hose
4.3Natural calamities e.g., flashfloods
4.4Situations arising from poor peace and order conditions

5. Stopper block 5.1Wood/lumber


5.2Metal

6. Potential May include but not limited to:


hazards 6.1Other equipment
6.2Building
6.3Deep excavation
6.4Fog
6.5Electric wires/hi tension wires
6.6Protruding nails/steel bars
6.7Boulders and rocks
6.8Muddy roads or unstable terrain
6.9Ravine
6.10 Landslide

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 64 / 92


2007
VARIABLE RANGE
7. Recommended 7.1 30 cm - 40 cm depending on types of terrain
bucket height
8. Materials May include but not limited to:
8.1Aggregates
8.2Coal
8.3Boulders
8.4Gravel
8.5Sand
8.6Soil
8.7Limestone
8.8Iron ore

9. Economic 9.1 50m to 150m depending on amount of load the Wheel


hauling Loader capacity
distance
10. Appropriate 10.1 Depends on types of terrain, types of load and
machine condition of Wheel Loader
travel and
engine
speed
11. Safe 11.1 Maintained flat and smooth loading and stockpile areas
operating 11.2 No dropping of materials from bucket
procedure 11.3 No excessive tire spinning
11.4Perpendicular position of loader during
trust/shove/ striking/penetration of bucket
11.5 No part of dump truck hit by loader during loading
11.6 Fine materials loaded first into dump truck whenever
applicable
11.7 Full utilization of bucket capacity
11.8 Smooth application of accelerator pedal
11.9Observed efficient ways of loading e.g., v-shape
and cross- drive loading
11.10 Observed 5-minute warm-up and cooling down
11.11 Avoid hard impact of bucket to ground
11.12 Avoid impact feathering of bucket
12. Bucket 12.1 Square-faced to materials
applicatio 12.2 Machine is positioned straight
n/ 12.3 Bucket is parallel to ground
Positionin 12.4Lift bucket slightly after initial strike/penetration
g followed by bucket tilting
procedure

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 65 / 92


2007
s

VARIABLE RANGE
13. Pedal 13.1 Inching
13.2 Neutralizer
13.3 Brake
13.4 Accelerator

14. Dump 14.1Maintain eye contact between dump truck driver


truck and loader operator
loading 14.2Optimized/minimized movement of loader from
procedure stockpile to dump truck and vice versa (1.5 to 2
s tire revolutions)
14.3 Fine materials first
14.4 Boulders/rough materials next
15. 15.1 Boulders/rocks
Stockpile 15.2 Sand
materials 15.3 Gravel
15.4 Soil
15.5 Waste

16. Secondary 16.1 Spreading


operations 16.2 Clearing/road preparation

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 66 / 92


2007
EVIDENCE GUIDE
1. Critical Assessment requires evidence that the candidate:
aspects of 1.1Demonstrates ability to perform loading of wheel
competency to loader to low and high bed trailer
be considered 1.2Demonstrates ability to perform unloading
equipment from trailer
1.3Demonstrates ability to travel wheel loader
1.4Demonstrates ability to perform loading and
carrying of materials
1.5Demonstrates ability to perform loading of materials
to dump truck
1.6Demonstrates ability to perform stockpiling
1.7Demonstrates ability to perform secondary operations
1.8Demonstrates ability to carry-out safe work practices

2. Underpinning 2.1 Operating procedures and techniques


knowledge 2.2 Safety procedures and regulations
and attitudes 2.3 Controls, instruments, indicators and their uses
2.4 Basic components, systems and functions
2.5 Equipment operation and maintenance
2.6 Company rules and regulations
2.7 Knowledge on defensive-driving and hazard-
avoidance techniques
2.8 Site/Terrain layout and obstacles
2.9 Types of materials to be loaded
2.10 Functions of gauges, controls and alert indicators
2.11 Positive work values (time and cost conscious, etc.)

3. Underpinning 3.1 Performing standard operating procedure of equipment


skills 3.2 Reading and interpreting operation and maintenance
manual
3.3 Performing safety practices and safe operation
3.4 Applying eye and hand coordination
3.5 Operating a wheel loader
3.6 Driving skills
3.7 Communication skills
4. Resource The following resources must be provided:
implications 4.1 Access to Wheel Loader and work site/terrain
4.2 Stockpile materials
4.3 Dump truck
4.4 Prime mover and trailer with ramp
4.5 Signal man
4.6 Barricades and informative signages

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2007
5. Method of Competency in this unit must be assessed through:
assessment 5.1Oral/written questioning
5.2Direct observation / practical demonstration
5.3Work record and documents

6. Context for 6.1Assessment may be conducted in the work site


assessment or in a simulated venue
6.2Competency shall be assessed while work is being
undertaken.

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 68 / 92


2007
SECTION 3 TRAINING STANDARDS

These guidelines are set to provide the Technical and Vocational


Education and Training (TVET) providers with information and other
important requirements to consider when designing training programs
for HEAVY- EQUIPMENT OPERATION (Wheel Loader) NC II.

3.1 CURRICULUM DESIGN

Course Title : HEAVY EQUIPMENT OPERATION NC Level: II


WHEEL LOADER

BASIC COMPETENCIES
Nominal Training Hours: 18 Hours (Basic) + 18 Hours (Common)
Course Description:

This course is designed to equip individuals with the basic,


common and core competencies in Construction Sector particularly in
Heavy Equipment Operation (Wheel Loader).

To obtain this, all units prescribed for this qualification must be achieved:

BASIC COMPETENCIES

Unit of Assessment
Learning Outcomes Methodology
Competency Approach
1. Participate in 1.1Obtain and convey Group  Demonstratio
workplace workplace discussion n
communication information. Interaction  Observation
1.2Complete relevant  Interviews
work related /
documents questioni
1.3Participate in ng
workplace meeting
and
discussion.
2. Work in a team 2.1Describe and Discussion  Demonstratio
environment identify team role Interaction n
and responsibility in  Observation
a team.  Interviews

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 69 / 92


2007
2.2Describe work as a /
team member. questioni
ng
Unit of Assessment
Learning Outcomes Methodology
Competency Approach
3. Practice career 3.1 Integrate Discussion  Demonstratio
professionalism personal Interaction n
objectives with  Observation
organizational  Interviews
goals. /
3.2 Set and meet questioni
work priorities. ng
3.3 Maintain professional
growth and
development.
4. Practice 4.1 Evaluate hazard Discussion  Observation
occupational and risks Plant tour  Interview
health and 4.2 Control hazards and Symposium
safety risks
4.3 Maintain
occupational
health and safety
awareness

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 70 / 92


2007
COMMON COMPETENCIES

Unit of Assessment
Learning Outcomes Methodology
Competency Approach
1. Prepare 1.1Identify Materials Audio Visual  Direct observation
constructio 1.2Requisitio simulation  Questions
n materials n Discussion or
and tools Materials Practical interview
1.3Receive and exercise  Portfolio
inspect materials Demonstratio (credential
n s)
 Written / Oral Test
 Demonstration
2. Observe 2.1 Identify and Audio Visual  Direct observation
procedures, access Simulation  Oral questioning
Specifications specification/ Discussion  Written test
and Manuals of manuals Practical Lab or
Instructions Demonstration examination
 Third party report
 Demonstratio
n (able to
impart
knowledge
and skills)
3. 3.1 Analyze sign, Audio Visual  Direct observation
Interpre symbols and Simulation  Oral questioning
t data Discussion  Written test
Technic 3.2 Interpret Practical Lab or
al technical Demonstration examination
Drawing drawing and  Third party report
plans  Demonstratio
3.3 Apply n (able to
freehand impart
sketching knowledge
and skills)

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 71 / 92


2007
4. Perform 4.1 Select Audio Visual  Direct observation
mensuration measuring Simulation  Oral questioning
s and instruments Discussion  Written test
calculation 4.2 Carry out Practical Lab or
measurement Demonstration examination
s and  Third party report
calculations  Demonstratio
n (able to
impart
knowledge
and skills)
Unit of Assessment
Learning Outcomes Methodology
Competency Approach
5. Maintain 5.1 Check condition Audio Visual  Direct
tools and of tools and Simulation observation of
equipment equipment Discussion application of
5.2 Perform Practical Lab tasks
basic Demonstration  Oral questioning
preventive  Written test
maintenanc or
e examination
5.3 Sharpen edge  Third party report
and tooth  Demonstration
cutting tools
5.4 Store tools
and
equipment

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 72 / 92


2007
CORE COMPETENCIES

Course Title : HEAVY EQUIPMENT OPERATION Level: NC II


WHEEL LOADER

Nominal Training Hours: 120 Hours

Course Description:

This course is designed to enhance the knowledge, desirable


attitudes and skills in the use of wheel loader in accordance with
industry standards. It covers the core competencies of: perform pre-
and post operation procedure, perform productive operation, and
perform basic preventive-maintenance servicing on a given wheel
loader.

To obtain this, all units prescribed for this qualification must be achieved:

Unit of Assessment
Competency Learning Outcome Methodology Approach
1. Perform pre- and 1.1 Familiarizes Discussion  Observatio
post- operation wheel loader Demonstration n and oral
procedure for operation questionin
wheel Loader manual, job site g
and work  Demonstration
condition, and  Written test
pre- and post-
operation
checklist.
1.2 Explain the usage
of wheel loader
controls,
instruments, and
indicators.
1.3 Perform wheel
loader walk-around
and “BLOWAF”
inspection, engine
not running.
1.4 Perform walk-
around check
while engine is

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 73 / 92


2007
running.
1.5 Demonstrate
risk
control/safety
procedure.
1.6 Perform wheel
loader post
operation
Unit of Assessment
Competency Learning Outcome Methodology Approach
2. Perform productive 2.1 Follow wheel Discussion  Observatio
operation for loader operating Demonstration n and oral
Wheel Loader procedure, questionin
techniques, g
safety, and  Demonstration
operation  Written test
regulations and
rules and signals.
2.2 Identify types of
materials,
site/terrain layout
and obstacle.
2.3 Identify wheel
loader basis
components,
system and
function.
2.4 Interpret gauges,
controls and alert
indicator reading
per manual
instruction.
2.5 Perform the
following wheel
loader operation:
2.5.1 Lo
ading to
trailer
(low and
high)
2.5.3 Trav
el wheel
loader

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 74 / 92


2007
2.5.4 Loadin
g and
carrying
of
materials
2.5.5 Loading to
dump truck
2.5.6 Stockpiling
2.5.7 Secondary
operation
2.6 Apply safety, eye
and Hand
coordination.

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 75 / 92


2007
Unit of Assessment
Competency Learning Outcome Methodology Approach
3. Perform 3.1 Pinpoint wheel Discussion  Observatio
preventive loader components Demonstration n and oral
maintenance and parts that questionin
servicing for needs maintenance g
Wheel Loader 3.2 Test, adjust,  Demonstration
recondition, and
replace parts that
requires
maintenance
3.3 Fill up and submit
a well-filled up
maintenance
worksheet to
person in
authority.
3.4 Identify lubricants,
fluids, and solvent
to used per
manufacturer
standards

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 76 / 92


2007
3.2 TRAINING DELIVERY

The delivery of training should adhere to the design of the


curriculum. Delivery should be guided by the 10 basic principles of
competency-based TVET.

 The training is based on curriculum developed from


the competency standards;
 Learning is modular in its structure;
 Training delivery is individualized and self-paced;
 Training is based on work that must be performed;
 Training materials are directly related to the
competency standards and the curriculum modules;
 Assessment is based in the collection of evidence
of the performance of work to the industry required
standard;
 Training is based both on and off-the-job components;
 Allows for recognition of prior learning (RPL) or
current competencies;
 Training allows for multiple entry and exit; and
 Approved training programs are nationally accredited.

The competency-based TVET system recognizes various types of


delivery modes, both on and off-the-job as long as the learning is
driven by the competency standards specified by the industry. The
following training modalities may be adopted when designing training
programs:

 The dualized mode of training delivery is preferred and


recommended. Thus programs would contain both in-
school and in-industry training or fieldwork
components. Details can be referred to the Dual
Training System (DTS) Implementing Rules and
Regulations.
 Modular/self-paced learning is a competency-based
training modality wherein the trainee is allowed to
progress at his own pace. The trainer facilitates the
training delivery
 Peer teaching/mentoring is a training modality wherein
fast learners are given the opportunity to assist the slow
learners.
 Supervised industry training or on-the-job training is an
approach in training designed to enhance the
knowledge and skills of the trainee through actual
TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 77 / 92
2007
experience in the workplace to acquire specific
competencies prescribed in the training regulations.
 Distance learning is a formal education process in which
majority of the instruction occurs when the
students and

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 78 / 92


2007
instructor are not in the same place. Distance learning
may employ correspondence study, or audio, video or
computer technologies.

3.3 TRAINEE ENTRY REQUIREMENTS

This section specifies the qualifications of trainees and


educational experience. Other requirements like health and physical
requirements may also be stated. Passing written entrance
examinations may also be indicated if necessary.

 Can communicate both orally and in writing

 Physically and mentally fit

 With good moral character

 Can perform basic mathematical computations.

3.4 LIST OF TOOLS, EQUIPMENT AND MATERIALS

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 79 / 92


2007
Recommended list of tools, equipment and materials for the
training of 25 trainees for the operation of the wheel loader.

TOOLS EQUIPMENT MATERIALS


QTY QTY QTY
2 Open end wrench 1 Wheel Loader 5 pcs. Wheel
sets 18 pcs. per set unit Loader air
metric size cleaner
2 Box wrench, 18 pcs. 1 Dump truck 4 gals. Diesel engine
sets Pre set, metric size unit oil
2 Socket wrench, 18 1 Low- or high-bed 10 pcs Battery
sets pcs. Per set, metric unit Trailer lug/terminal
size
2 Tire pressure gauge 1 gal. Brake fluid
unit
2 Belt tension gauge 10 Distilled water
unit ltrs.
2 Cooling 5 gals. Gear oil
unit system
analyzer
2 Ball pen hammer 3 gals. Hydraulic fluid
pcs.
2 Standard screw 1 gal. Multi
sets driver Assorted purpose
size, six pcs, per grease
set.
2 Philip screw driver, 10 Coolant
sets Assorted size, six btls. additives
pcs. Per set. - 350ml.
2 Vice grip 40 Wheel loader
pcs. pcs. fuse, assorted
amperes rating
2 Long nose pliers 3 can Penetrating oil
pcs.
2 Electrician Pliers
pcs.
2 Side cutting pliers
pcs.
2 Grease gun
unit
NOTE: Implementation of the training program can be made possible through a MOA
between the training school and industry. It is so because of the high cost of
equipment that the school can’t afford to attain.

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 80 / 92


2007
3.5 TRAINING FACILITIES

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 81 / 92


2007
The wheel loader operation workshop must be made of reinforced
concrete or steel structure. The size must be suited on the
requirements of the competencies. The class size of 25
students/trainees is reserved for the lecture room and the practical
demonstration area for carrying out minor wheel loader parts
maintenance. Most of the learning activities are performed individually
in the students/trainees work area.

SPACE REQUIREMENT SIZE IN METERS AREA IN SQ. TOTAL


METERS AREA IN
SQ.
METERS
 Student/ 2.0 x 2.0 m. 4 sq.m per 100.0
Trainee’s student sq.m.
Working Space
 Lecture Room 8.00 x 6.00 48.0 48.
0 0
 Learning 4.00 x 6.00 24.0 24.
Resource Center 0 0
 172
 Facilities/ - - 52
Equipment/
Circulation Area
TOTAL WORK AREA - 224
Working field 500 sq. m. (MOA/Rental)

*This area can also be used in other Heavy equipment operation courses.
**Area requirement is equivalent to 30% of the total teaching/learning areas

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 82 / 92


2007
3.6 TRAINERS’ QUALIFICATION
HEAVY-EQUIPMENT OPERATION (Wheel Loader)

TRAINER QUALIFICATION (TQ II)


 Must be a holder of Heavy-Equipment Operation (Wheel
Loader) NC-II or equivalent qualification
 Must have undergone training on Training Methodology
II (TM II) or equivalent in training/experience
 Must be computer-literate
 Must be physically and mentally fit
 Must have at least 5 years job/industry experience*
 Must be a civil-service eligible or holder of
appropriate professional license issued by the
Professional Regulatory Commission (for
government positions)

* Optional. Only when required by the hiring institution.

Reference: TESDA Board Resolution No. 2004-03

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 83 / 92


2007
SECTION 4 NATIONAL ASSESSMENT AND
CERTIFICATION ARRANGEMENTS

4.1 To attain the National Qualification of HEAVY EQUIPMENT


OPERATION (Wheel Loader) NC II, the candidate must
demonstrate competence in all the units of competency in
Section 1. Successful candidates shall be awarded National
Certificates signed by the TESDA Director General.

4.2 The qualification of HEAVY EQUIPMENT OPERATION (Bulldozer)


NC II may be attained through demonstration of competence in a
project-type assessment covering the following core units.
Candidates may apply for assessment in any accredited
assessment center.

4.2.1 Wheel Loader operation


 Perform pre-and post operation for earthmoving equipment
 Perform productive operation for wheel loader
 Perform basic preventive maintenance servicing
for earth moving equipment

4.3 Assessment shall focus on the core units of competency. The


basic and common units shall be integrated or assessed
concurrently with the core units.

4.4 The following are qualified to apply for assessment and certification:

4.4.1 Graduates of formal, non-formal and/or informal training


including enterprise-based training programs

4.4.2 Experienced Workers (wage-employed or self-employed)

4.5 The guidelines on assessment and certification are discussed in


detail in the Procedures Manual on Assessment and Certification and the
Guidelines on the Implementation of the Philippine TVET Qualification and
Certification System (PTQCS).

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 84 / 92


2007
COMPETENCY MAP
CONSTRUCTION-HEAVY EQUIPMENT OPERATION - SUB- SECTOR

Perform pre- and post- Perform basic Perform Perform Perform Perform
operation procedures for preventive productive productive productive productive
earth moving equipment maintenance servicing operation for operation for operation for operation for
for earth moving hydraulic wheel loader motor grader road roller

Perform Perform Perform pre- and Perform basic Perform Perform


productive productive post- operation preventive productive productive
operation for operation for procedures for lifting maintenance servicing operation for operation for
COMPETENCIES

bulldozer backhoe loader equipment for lifting equipment rough- terrain crawler crane
Perform Perform productive Perform productive Perform pre- and Perform basic Perform
CORE

productive operation for tower operation for post- operation preventive productive
operation for crane forklift procedures for maintenance operation for off-
truck- mounted hauling equipment servicing for hauling high way dump
truck
Perform productive Perform Perform pre- and post- Perform basic
operation for off- productive operation procedures preventive Perform Perform
highway dump truck operation for on- for concreting and maintenance servicing productive productive
(rigid) highway dump asphalting equipment for concreting and operation for operation for
truck (rigid) asphalting equipment transit mixer paver

Perform Assist Instal Inspec


productive crane l t
operation for operato riggin riggin
COMPETENCIES

concrete pump r g g
COMMON

Prepare Observe Perform Interpret technical Maintain tools and


construction procedures, mensuration drawings and plans equipment
materials specifications and and
and tools manual of calculations
instructions
Receive and Work with others Demonstrate Practice Participate in Work in a Practice career
respond to work housekeepin workplace team professionalism
workplace values g procedure communicati environment
communication (5s) on
COMPETENCIES

Practice Lead Lead small team Develop and Solve problems Use Use
BASIC

occupational workplace practice related to work mathematical relevant


health and safety communicatio negotiation skills activities concepts and technologie
SIC
BA

procedures n techniques s

Utilize Develop teams and Apply problem- Plan and Collect, analyze Promote
specialized individuals solving organize and organize environmental
communication techniques in work information protection
skills the workplace

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated Dec 2004/July 2007 81 / 85


Definition of Terms

For the purpose of this Competency Standard,


the words

1. Company Refers to private or government entity employing


Wheel
Loader operator.
2. Daily Equipment Refers to the Wheel Loader operating or working
Time Report hours.
3. Engine RPM Refers to revolution per minute of crank shaft/wheel
of
engine.
4. Wheel Loader Refers to earthmoving equipment used to load, and
carry
materials.
5. Operator Refer any part of the equipment that can be
serviced by the operator, e.g., air cleaner, fuel filter,
Serviceable (OS) battery clamp, fan belt, etc.
parts
6. Portfolio A tool containing pieces of evidence demonstrating
work
outputs that have been collected by the candidate.
The items are usually produced over a period of time
and come from different sources.
7. Size Refers to small medium or large equipment
depending on its capacity and bucket size.
8. Tipping load Refers to a load producing tipping condition at
specified
radius.
9. Work equipment Refers to a loader structure such as arm and bucket.
10. Site inspection Refers to a work activity in
determining the actual condition
of the project site to include location, transport route,
site terrain, work area, hazards, type of material, etc.

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC Promulgated Dec 2004/July 82 / 92


II 2007
ACKNOWLEDGMENTS
The Technical Education and Skills Development Authority
(TESDA) wishes to extend thanks and appreciation to the many
representatives of business, industry, academe and government
agencies who contributed their time and expertise to the development
and validation of these Training Regulations.

 THE TECHNICAL EXPERT PANEL (TEP)

Florello P. Quianzon Renato P. Faigao


Consultant, Equipment Concrete Product Equipment Manager (Operations
Division (Equipment Management) and Maintenance Management)
Makati Development MANCON-CBDC Joint Venture
Corporation Ayala-Alabang, Pasong Tamo, Extension,
Muntinlupa City Makati City

Samuel M. Puquiz Arturo M. Abrera


Head, Mechanical and Technical Head, Mechanical Works Training
(Construction Equipment Repair and Division (Civil Works, Heavy
Maintenance) Equipment Operation) Department of
DM Consunji Inc. Trade and Industry - Construction
Pasong Tamo Extension, Makati City Manpower Development Foundation
Pasong Tamo, Makati City

Luciano E. Policarpio Roberto B. Ocampo


Safety Engineer (Construction Senior Technical Trainer
Safety) Foundation Specialists, Monark Equipment
Inc. Corporation
Paseo de Roxas, Legaspi Village, Makati E. Rodriguez Jr., Avenue,
City Libis, Quezon City

Tito C. Tadios Cresencio B. Maramag Jr.


Training Manager (Heavy Equipment Vice President for Operations (Equipment
Operation and Maintenance) Management, Testing and Certification)
Maxima Equipment Co. Inc. First Philippines Skills and Equipment
Mapulang lupa, Valenzuela City Testing Corp.
Bagong Ilog, Pasig City

Nicanor A. Lucanas Jr. Rudolfo D. Ancheta


Machine Operations Quality Controller Supervisor (Repair and
Specialist Monark Maintenance of Hydraulic Excavator/Basic
Equipment Corporation Hydraulic)
E. Rodriguez Jr. Avenue, Civil Merchanidising
Libis, Quezon City Inc. Pag-asa, Quezon
City

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC Promulgated Dec 2004/July 83 / 92


II 2007
Nestor T. Butacan Michael B. Rudolfo
Technical Trainer Maintenance Engineer
Maxima Equipment Co. C.M. Pancho Construction Inc.
Inc. Quezon Avenue, Scout Borromeo St.,
Quezon City Diliman, Quezon City

Verano O. Maligalig Erwin Y. Bituin


Technical Officer (Heavy Equipment Technical Training
Operation and Maintenance) Specialist Monark
ACEL, Inc. Equipment Corporation
Jollibee Plaza Bldg., Emerald Avenue, E. Rodriguez jr. Avenue,
Ortigas, Pasig City Libis, Quezon City

Fernando B. Seva Sixto Benedicto


Division Manager (Operations, Vice President for Operations (Rigging -
Management Training Delivery Trainor)
Division) Benedicto Steel Corp.
Philippine Ports Authority Pasong Tamo, Makati City
Port Area, South Harbor, Manila

Raymundo O. Espiritu Isagani G. Pamanilaga


Industrial Relations Development (Cargo Forklift Operator
Handling Specialist) North Star Port Development
Philippine Ports Authority Corp. Pier 4, North Harbor,
Port Area, South Harbor, Manila Manila

Avelino A. Martinito
Forklift Operator
North Star Port Development
Corp. Pier 4, North Harbor, Manila

The Management and Staff of the TESDA Secretariat

 Skills Standards and Certification Office  National Institute for Technical-


Vocational Education and Training

The Management and Staff of the ACEL Secretariat

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC Promulgated Dec 2004/July 84 / 92


II 2007

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