Assessment Guidelines for Engineering Maintenance

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SKILLS FOR OIL AND GAS
ASSESSMENT GUIDELINES FOR OPITO GLOBAL
VOCATIONAL QUALIFICATIONS FOR
OIL AND GAS ENGINEERING MAINTENANCE
VERSION 1: JUNE 2014
OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
VERSION CONTROL
Version 1
AMENDMENT & DATE
June 2014
PAGES
CHANGES
MADE BY
CHECKED BY
APPROVED
BY
Any amendments to the Assessment Guidelines made by OPITO will be recorded above.
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OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Contents
Section 1 - Introduction ................................................................................................................ 4
The Purpose of this Guide ......................................................................................................... 4
OPITO Framework of Global Oil and Gas Technical Standards and Qualifications ....................... 4
Section 2 – Occupational Standards and Vocational Qualifications................................................ 6
Purpose and Structure of Occupational Standards .................................................................... 6
Target Group for Occupational Standards for Oil and Gas Engineering Maintenance ................. 6
English Language Skills.............................................................................................................. 7
Occupational Standards for Oil and Gas Engineering Maintenance ............................................ 8
OPITO Global Vocational Qualification Level 2: Oil and Gas Engineering Maintenance ............. 10
Section 3 – Assessment Principles .............................................................................................. 13
Who is involved ...................................................................................................................... 13
Assessment Methods.............................................................................................................. 15
Assessment Process ................................................................................................................ 22
Section 4 – Further Guidance ..................................................................................................... 23
Section 5 – Example Occupational Standards .............................................................................. 24
Section 6 – Scope of Engineering Maintenance Standards ........................................................... 32
Section 7 – Example Assessment Forms ...................................................................................... 34
Example Assessment Plan ....................................................................................................... 34
Example Observation Record .................................................................................................. 36
Example Assessment Report ................................................................................................... 38
Section 8 - Blank Forms .............................................................................................................. 46
Assessment Plan ..................................................................................................................... 46
Unit Achievement Record ....................................................................................................... 47
Index of Evidence ................................................................................................................... 48
Witness Testimony ................................................................................................................. 50
Question Record ..................................................................................................................... 51
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OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Section 1 - Introduction
The Purpose of this Guide
These Assessment Guidelines are intended to provide specific and practical examples of how to assess
Candidates who are completing OPITO Global Occupational Standards which form part of OPITO’s Global
Vocational Qualifications for Oil and Gas Engineering Maintenance. The Guidelines should be read in
conjunction with The OPITO Oil and Gas Industry Competence Assessment and Verification Guidelines. It is
also important to take into consideration any guidance or assessment requirements specified within any
Occupational Standards. Occupational Standards are often referred to as Units of Competence or simply as
Standards.
OPITO Framework of Global Oil and Gas Technical Standards and Qualifications
The OPITO Framework of Global Oil and Gas Technical Standards and Qualifications comprises:

Training Standards which set benchmarks for the assessment of skills and knowledge and this provides a
foundation for building the skills required to work in the oil and gas industry

Occupational Standards which define the expected level of performance, knowledge, understanding and
behaviour an individual must achieve when carrying out job roles/functions in the workplace

Global Certificates and Qualifications which have been developed in conjunction with our awarding body
partner SQA and which will have global recognition.
Occupational Standards
Training Standards
Training
Skills Assessment
Competence Assessment
Training for safety,
behaviours, knowledge,
equipment and tools
Assessment of skills in a
simulated/ realistic working
environment
Assessment of competence in
the workplace.
Foundation Certificate in
Oil and Gas
Global
Skills Qualification
Global
Vocational Qualification
Global Training Certificates
These Assessment Guidelines focus specifically on Global Vocational Qualifications. Global Vocational
Qualifications provide organisations with the opportunity to benchmark the skills of their employees and for
individuals they provide a qualification which will be recognised globally.
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OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
The OPITO Framework of Global Oil and Gas Technical Standards and Qualifications was designed in
partnership with industry and covers 6 levels which reflect the range of skills and increasing levels of
complexity and risk associated with job roles in the industry.
Oil and Gas Level 5
Professional, senior/department manager.
Oil and Gas Level 4
Expert, specialist, first line manager
Oil and Gas Level 3
Maintenance technician, supervisor
Oil and Gas Level 2
Maintenance craftsman, apprentice
Oil and Gas Level 1
Entry level employment/apprentice
Oil and Gas Foundation
Trainee at basic skills level
A typical progression route through the OPITO Framework of Global Oil and Gas Technical Standards and
Qualifications is illustrated below.
Training
Training Certificate:
Maintenance Practice
– M, E, I&C
Skills Assessment
Skills Qualification:
Maintenance
Techniques – M, E, I&C
Competence
Assessment
Vocational Qualification:)
Oil and Gas Engineering
Maintenance – M, E, I&C
Oil and Gas
Level 3
Vocational Qualification:
Oil and Gas Engineering
Maintenance – M, E, I&C
Oil and Gas
Level 2
Training Certificate:
Basic Maintenance
Practice
Training Certificate:
Introduction to
Workshop Practice
Oil and Gas
Level 1
Oil and Gas
Foundation
M = Mechanical, E = Electrical and I&C = Instrument and Control
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OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Section 2 – Occupational Standards and Vocational Qualifications
Purpose and Structure of Occupational Standards
Occupational Standards define the expected level of performance, knowledge, understanding and behaviour an
individual must demonstrate when carrying out job roles/functions in the workplace. An Occupational Standard
is generally made up of Outcomes, Performance Criteria, Scope, Knowledge and Assessment Guidance.
Outcomes describe the skills that need to be demonstrated in the workplace in order to ensure competent
performance.
The level of performance required is detailed in statements referred to as Performance Criteria.
The Knowledge section defines what the Candidate must know and understand in order to complete the
skills being assessed. The knowledge is what is considered essential and not what is nice to have.
The Scope section defines activities that must be assessed, and the equipment that must be used, in order to
achieve the Outcomes and Performance Criteria.
Assessment Guidance provides examples of how evidence of competence may be generated. The Evidence
Requirements define the type and quantity of evidence that must be provided.
Examples of typical Engineering Maintenance Occupational Standard are shown in Section 5.
Target Group for Occupational Standards for Oil and Gas Engineering Maintenance
The Occupational Standards in Engineering Maintenance describe what maintenance craftsmen and
technicians in the oil and gas industry need to do in order to be deemed competent for their job roles.
There are currently 36 Engineering Maintenance Occupational Standards:

9 Occupational Standards have been developed at Oil and Gas Level 2 covering the skills required for
routine maintenance – these standards would be suitable for craftsmen

9 Occupational Standards have been developed at Oil and Gas Level 3 covering the skills required to
diagnose maintenance requirements – these standards would be suitable for experienced technicians

9 Occupational Standards have been developed at Oil and Gas Level 3 covering the skills required to
adjust the performance and condition of plant and equipment – these standards would be suitable for
experienced technicians

9 Occupational Standards have been developed at Oil and Gas Level 3 covering the skills required to
maintain components of plant and equipment – these standards would be suitable for experienced
technicians.
The scope of the standards in each of these 4 maintenance areas is outlined below.
Individuals can be assessed as competent in individual Engineering Maintenance Occupational Standards as
well as undertaking Vocational Qualifications. Full details of the Occupational Standards and Vocational
Qualifications are on pages 8 to 12.
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Scope for Engineering Maintenance Occupational Standards
Routine
maintenance
activity
This will typically involve:
 carrying out planned routine maintenance e.g. during operations and/or post job –
could include replenishing consumables; tightening fastenings; checking tensions;
lubricating; cleaning
 carrying out preventive maintenance e.g. inspection for damage/wear/corrosion
Diagnosing
maintenance
requirements
This will typically involve:
 reviewing maintenance history and relevant evidence information/data on the
performance and condition of plant /equipment
 implementing and interpreting relevant assessments to diagnose maintenance
requirements
 determining feasibility of repair/action required to return plant/equipment to
specification
 recording and reporting diagnosis and recommendations
Adjusting the
performance
and condition
of plant and
equipment
This will typically involve:
 carrying out modifications
 carrying out repairs
 rectification of faults, defects and variations
 carrying out calibrations
 carrying out overhauls
Maintaining
components
of plant and
equipment
This will typically involve:
 removing components
 assembling components
 replacing components
English Language Skills
Individuals undertaking Level 2 Occupational Standards and Occupational Standards should have the ability
to express themselves in a limited way in familiar situations and to deal in a general way with non-routine
information. They should be able understand the main points of clear standard input on familiar matters
regularly encountered in the workplace. They should have the ability to produce simple written and spoken
responses on topics that are familiar. This level of English corresponds to the following International
Frameworks - CEFR B1 – B2, IELTS 4.0 – 5.0, ToEFL : c 30 – 45.
Individuals undertaking Level 3 Occupational Standards and Occupational Standards should be able to
express and understand complex information and talk fluently on topics within their area(s) of specialism.
They should be able to participate effectively in meetings and easily exchange information and ideas with
others. Individuals will be able to produce clear and detailed text, summarise key points from a longer
document and explain a topic including advantages and disadvantages of various options. Individuals will be
able to read fluently, write quickly and take notes. This level of English corresponds to the following
International Frameworks - CEFR C1, IELTS 5.5 – 6.0, ToEFL : c 50 – 70.
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Occupational Standards for Oil and Gas Engineering Maintenance
The Engineering Maintenance Occupational Standards cover electrical, mechanical and instrument & control
disciplines and the standards completed by individuals will reflect the plant, equipment in the work areas in
which they work.
Mechanical
Electrical
Instrument&
Control
Rotating
Equipment &
Tools
Electrical
Distribution
Systems
Protection
Systems
Prime Movers
Transmission
System &
Components
Distribution
Systems
Process
Measurement
Systems & Equip
Process Control
Systems &
Equipment
Protection &
Detection
Systems
The 36 Occupational Standards are listed below. More details of the scope for each of the Standards are
included in Section 6.
Routine Maintenance – Oil and Gas Level 2
Mechanical
Carry out Routine Maintenance on Oil & Gas Plant & Equipment (Prime Movers)
Carry out Routine Maintenance on Oil & Gas Plant & Equipment (Transmission Systems & Components)
Carry out Routine Maintenance on Oil & Gas Plant & Equipment (Distribution Systems)
Electrical
Carry out Routine Maintenance on Oil & Gas Plant & Equipment (Rotating Equipment & Tools)
Carry out Routine Maintenance on Oil & Gas Plant & Equipment (Electrical Distribution Systems)
Carry out Routine Maintenance on Oil & Gas Plant & Equipment (Protection Systems)
Instrument & Control
Carry out Routine Maintenance on Oil & Gas Plant & Equipment (Process Measurement Systems &
Equipment)
Carry out Routine Maintenance on Oil & Gas Plant & Equipment (Process Control Systems & Equipment)
Carry out Routine Maintenance on Oil & Gas Plant & Equipment (Protection & Detection Systems)
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Global Vocational Qualifications – Engineering Maintenance
Diagnosing Maintenance Requirements – Oil and Gas Level 3
Mechanical
Diagnose Maintenance Requirements of Oil & Gas Plant & Equipment (Prime Movers)
Diagnose Maintenance Requirements of Oil & Gas Plant & Equipment (Transmission Systems & Components)
Diagnose Maintenance Requirements of Oil & Gas Plant & Equipment (Distribution Systems)
Electrical
Diagnose Maintenance Requirements of Oil & Gas Plant & Equipment (Rotating Equipment & Tools)
Diagnose Maintenance Requirements of Oil & Gas Plant & Equipment (Electrical Distribution Systems)
Diagnose Maintenance Requirements of Oil & Gas Plant & Equipment (Protection Systems)
Instrument & Control
Diagnose Maintenance Requirements of Oil & Gas Plant & Equipment (Process Control Systems & Equipment)
Diagnose Maintenance Requirements of Oil & Gas Plant & Equipment (Process Measurement Systems & Equipment)
Diagnose Maintenance Requirements of Oil & Gas Plant & Equipment (Protection & Detection Systems)
Adjusting Performance and Condition – Oil and Gas Level 3
Mechanical
Adjust the Performance & Condition of Oil & Gas Plant & Equipment (Prime Movers)
Adjust the Performance & Condition of Oil & Gas Plant & Equipment (Transmission Systems & Components)
Adjust the Performance & Condition of Oil & Gas Plant & Equipment (Distribution Systems)
Electrical
Adjust the Performance & Condition of Oil & Gas Plant & Equipment (Rotating Equipment & Tools)
Adjust the Performance & Condition of Oil & Gas Plant & Equipment (Electrical Distribution Systems)
Adjust the Performance & Condition of Plant & Equipment (Protection Systems)
Instrument & Control
Adjust the Performance & Condition of Oil & Gas Plant & Equipment (Process Measurement Systems & Equipment)
Adjust the Performance & Condition of Oil & Gas Plant & Equipment (Process Control Systems & Equipment)
Adjust the Performance & Condition of Oil & Gas Plant & Equipment (Protection & Detection Systems)
Component Maintenance – Oil and Gas Level 3
Mechanical
Carry out Maintenance on Components of Oil & Gas Plant & Equipment (Prime Movers)
Carry out Maintenance on Components of Oil & Gas Plant & Equipment (Transmission Systems & Components)
Carry out Maintenance on Components of Oil & Gas Plant & Equipment (Distribution Systems)
Electrical
Carry out Maintenance on Components of Oil & Gas Plant & Equipment (Rotating Equipment & Tools)
Carry out Maintenance on Components of Oil & Gas Plant & Equipment (Electrical Distribution Systems)
Carry out Maintenance on Components of Oil & Gas Plant & Equipment (Protection Systems)
Instrument & Control
Carry out Maintenance on Components of Oil & Gas Plant & Equipment (Process Control Systems & Equipment)
Carry out Maintenance on Components of Oil & Gas Plant & Equipment (Process Measurement Systems & Equipment)
Carry out Maintenance on Components of Oil & Gas Plant & Equipment (Protection & Detection Systems)
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OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
OPITO Global Vocational Qualification Level 2: Oil and Gas Engineering
Maintenance
The OPITO Global Vocational Qualifications for Engineering Maintenance are jointly awarded by OPITO and
SQA and successful Candidates who complete the relevant Occupational Standards will be issued with a joint
OPITO/SQA Vocational Qualification certificate.
Qualifications 1, 2 and 3 are at Oil and Gas Level 2 and would be suitable for craftsmen. This is broadly
comparable to SVQ/NVQ level 2, SCQF 5, QCF 2, EQF 3.
Qualifications 3, 4 and 5 are at Oil and Gas Level 3 and would be suitable for technicians. This is broadly
comparable to qualifications at SVQ/NVQ level 3, HNC, SCQF 6/7, QCF 3/4 and EQF 4/5.
Qualification 1: OPITO Global Vocational Qualification L2: Oil and Gas Engineering
Maintenance (Electrical)
Carry out Routine Maintenance on Electrical Oil & Gas Plant & Equipment (Rotating Equipment & Tools)
Carry out Routine Maintenance on Electrical Oil & Gas Plant & Equipment (Electrical Distribution Systems)
Carry out Routine Maintenance on Electrical Oil & Gas Plant & Equipment (Protection Systems)
2 Occupational Standards to be completed to achieve the qualification
Qualification 2: OPITO Global Vocational Qualification L2: Oil and Gas Engineering
Maintenance (Mechanical)
Carry out Routine Maintenance on Mechanical Oil & Gas Plant & Equipment (Prime Movers)
Carry out Routine Maintenance on Mechanical Oil & Gas Plant & Equipment (Transmission Systems &
Components)
Carry out Routine Maintenance on Mechanical Oil & Gas Plant & Equipment (Distribution Systems)
2 Occupational Standards to be completed to achieve the qualification
Qualification 3: OPITO Global Vocational Qualification L2: Oil and Gas Engineering
Maintenance (Instrument & Control)
Carry out Routine Maintenance on Instrument & Control Oil & Gas Plant & Equipment (Process Measurement
Systems & Equipment)
Carry out Routine Maintenance on Instrument & Control Oil & Gas Plant & Equipment (Process Control Systems
& Equipment)
Carry out Routine Maintenance on Instrument & Control Oil & Gas Plant & Equipment (Protection & Detection
Systems)
2 Occupational Standards to be completed to achieve the qualification
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Qualification 4: OPITO Global Vocational Qualification L3: Oil and Gas Engineering
Maintenance (Electrical)
Group 1
Diagnose Maintenance Requirements of Electrical Oil & Gas Plant & Equipment (Rotating Equipment & Tools)
Diagnose Maintenance Requirements of Electrical Oil & Gas Plant & Equipment (Electrical Distribution Systems)
Diagnose Maintenance Requirements of Electrical Oil & Gas Plant & Equipment (Protection Systems)
Group 2
Carry out Maintenance on Components of Electrical Oil & Gas Plant & Equipment (Rotating Equipment & Tools)
Adjust and Optimise the Performance/Condition of Electrical Oil & Gas Plant & Equipment (Rotating Equipment &
Tools)
Carry out Maintenance on Components of Electrical Oil & Gas Plant & Equipment (Electrical Distribution Systems)
Adjust and Optimise the Performance/Condition of Electrical Oil & Gas Plant & Equipment (Electrical Distribution
Systems)
Carry out Maintenance on Components of Electrical Oil & Gas Plant & Equipment (Protection Systems)
Adjust and Optimise the Performance/Condition of Electrical Plant & Equipment (Protection Systems)
2 Occupational Standards be completed from Group 1 and 3 from Group 2 to achieve the qualification
Qualification 5: OPITO Global Vocational Qualification L3: Oil and Gas Engineering
Maintenance (Mechanical)
Group 1
Diagnose Maintenance Requirements of Mechanical Oil & Gas Plant & Equipment (Prime Movers)
Diagnose Maintenance Requirements of Mechanical Oil & Gas Plant & Equipment (Transmission Systems &
Components)
Diagnose Maintenance Requirements of Mechanical Oil & Gas Plant & Equipment (Distribution Systems )
Group 2
Carry out Maintenance on Components of Mechanical Oil & Gas Plant & Equipment (Prime Movers)
Adjust and Optimise the Performance/Condition of Mechanical Oil & Gas Plant & Equipment (Prime Movers)
Carry out Maintenance on Components of Mechanical Oil & Gas Plant & Equipment (Transmission Systems &
Components)
Adjust and Optimise the Performance/Condition of Mechanical Oil & Gas Plant & Equipment (Transmission
Systems & Components)
Carry out Maintenance on Components of Mechanical Oil & Gas Plant & Equipment (Distribution Systems)
Adjust and Optimise the Performance & Condition of Mechanical Oil & Gas Plant & Equipment (Distribution
Systems)
2 Occupational Standards be completed from Group 1 and 3 from Group 2 to achieve the qualification
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OPITO Global Assessment Guidelines
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Qualification 6: OPITO Global Vocational Qualification L3: Oil and Gas Engineering
Maintenance (Instrument & Control)
Group 1
Diagnose Maintenance Requirements of Instrument & Control Oil & Gas Plant & Equipment (Process
Measurement Systems & Equipment)
Diagnose Maintenance Requirements of Instrument & Control Oil & Gas Plant & Equipment (Process Control
Systems & Equipment)
Diagnose Maintenance Requirements of Instrument & Control Oil & Gas Plant & Equipment (Protection &
Detection Systems)
Group 2
Carry out Maintenance on Components of Instrument & Control Oil & Gas Plant & Equipment (Process
Measurement Systems & Equipment)
Adjust and Optimise the Performance/Condition of Instrument & Control Oil & Gas Plant & Equipment (Process
Measurement Systems & Equipment)
Carry out Maintenance on Components of Instrument & Control Oil & Gas Plant & Equipment (Process Control
Systems & Equipment)
Adjust and Optimise the Performance/Condition of Instrument & Control Oil & Gas Plant & Equipment (Process
Control Systems & Equipment)
Carry out Maintenance on Components of Instrument & Control Oil & Gas Plant & Equipment (Protection &
Detection Systems)
Adjust and Optimise the Performance /Condition of Instrument & Control Oil & Gas Plant & Equipment (Protection
& Detection Systems)
2 Occupational Standards be completed from Group 1 and 3 from Group 2 to achieve the qualification
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OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Section 3 – Assessment Principles
This section provides guidance on how to assess Candidates against the Occupational Standards defined in
the Vocational Qualifications. The guidance is founded on industry best practice that is embedded into the
OPITO Oil and Gas Industry Competence Assessment and Verification Guidelines.
Who is involved
Candidate:
the individual or employee who wishes to be assessed as competent against
Occupational Standards for business and/or personal development purposes
Assessor:
the qualified* individual who carries out assessments and who makes an
judgement on the competence of the Candidate
Internal Verifier:
the qualified* individual who ensures that all Assessors consistently assess all
Candidates and that assessments are valid, reliable, equitable and fair
OPITO Auditor
Auditors will ensure that the Occupational Standards are being assessed
consistently throughout the network of Approved Centres
Candidate collects evidence to
demonstrate competence
Assessor assesses evidence and
makes judgement on competence
of Candidate
Internal Verifier ensures quality
and consistency of assessment
process
OPITO audits assessment and
quality assurance processes across
all Approved Centres
*The requirements for Assessors and Internal Verifiers are defined in the OPITO Oil and Gas Industry
Competence Assessment and Verification Guidelines.
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A collaborative relationship between the Candidate and Assessor is the key to an effective assessment
process. Assessment is a staged process and the Assessor and Candidate have clear roles and responsibilities
in order to ensure a successful outcome.
The Assessor’s role is to:
 ensure those directly affected or contributing to the assessment process are informed
 ensure the Candidate understands what is to be assessed, where and when it is to be assessed and how it
is to be assessed (assessment planning)
 ensure the plant and equipment and any materials required for the assessment are safe and available
 advise the Candidate on how to identify and gather evidence – this will be documented in an Assessment
Plan
 observe the Candidate carrying out the tasks specified in the Occupational Standards in normal
workplace conditions and record the observations
 assess products of the Candidate’s own work e.g. job reports, maintenance checklist
 question the Candidate to assess knowledge and understanding
 advise the Candidates to how to present evidence
 ensure that the evidence is authentic and the work of the Candidate
 judge the Candidate’s evidence, ensuring assessment methods are valid, reliable, equitable and fair
 record the sources of evidence and assessment decisions
 identify any gaps in the Candidate’s competence and suggest ways of gathering additional evidence
 provide the Candidate with feedback on the assessment decisions.
The Candidate’s role is to:

prepare for assessment - ensure that the requirements of the Occupational Standard(s) and the
individual’s responsibilities within the assessment process are clearly understood

participate in assessment planning with the allocated Assessor

gather and provide authentic evidence of work carried out

agree with the Assessor suitable opportunities for the observation of performance in the workplace

answer questions and demonstrate knowledge and understanding to the Assessor

maintain a portfolio of evidence

receive and act on feedback from the Assessor.
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Assessment Methods
Principles of Assessment
The Occupational Standards have been developed by OPITO in conjunction with industry, discipline
practitioners and other interested parties. The Vocational Qualifications have been designed so that
operational, safety and behavioural skills can be assessed in the workplace where competence is best
judged.
The majority of the evidence used to assess competence should be naturally occurring and generated from
the Candidate’s normal place of work whilst carrying out normal duties. This approach ensures that:

the assessment reflects normal working requirements and conditions

the Candidate is familiar with the procedures, plant and equipment

documentary evidence such as job reports can be naturally generated as the work is carried out.
The assessment process must take place over a minimum of a 3 month period to ensure that consistency of
performance can be judged.
Methods of Assessment
The methods of assessment used should be valid, reliable and equitable and fair:

valid means that the assessment method should be appropriate to the Occupational Standards and the
tasks that are being carried out

reliable means that the assessment method applied should ensure consistency in the results when used
with different Candidates, different Assessors, different assessment sites and different working
environments

equitable means that assessment is accessible to all Candidates who have the potential to be successful
in it

fair means that assessments have been objectively and consistently applied, ensuring all Candidates
have equal opportunities to succeed.
Assessment of competence involves a range of assessment methods to ensure effective cover of all the
Outcomes, Performance Criteria, Knowledge and Scope statements for each Occupational Standard.
The assessment approaches and evidence requirements are clearly stated for each Occupational Standard.
Examples of assessment requirements for an Oil and Gas Level 2 Occupational Standard and an Oil and Gas
Level 3 Occupational Standard are outlined on the next 2 pages.
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OPITO Global Assessment Guidelines
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Extract from Oil and Gas Level 2 Occupational Standard:
Carry out Routine Maintenance on Mechanical Oil & Gas Plant & Equipment (Prime Movers)
Assessment
Assessment
approaches
Evidence
requirements
Assessment Guidance
 This Occupational Standard must be assessed in the workplace in accordance with
worksite operational requirements and procedures.
 Product evidence (e.g. maintenance checklists, job records, handover reports)
should be used to provide evidence of work carried out – this could include work
already completed.
 Observations by competent Assessors while Candidates perform tasks in the
workplace should also be carried out and recorded on observation checklists.
 Safe working practices and effective working relationships should form part of
observation checklists when assessing Candidates’ performance.
 Product evidence and observations should be supported by questioning to ensure
that Candidates have the required knowledge and understanding.
 Additional supporting evidence could include witness testimony from individuals
who can provide informed feedback on the performance of Candidates.
 Assessments should reflect normal work activities, wherever possible.
 Assessments can be integrated across the Outcomes and Performance Criteria.
Assessment evidence should include (but not limited to):
 an observation for each of Outcomes 1, 2 and 3 - observation checklists should
include safe working systems and working relationships
 product evidence that a range routine maintenance activities have been carried
out on examples of plant/equipment from 2 of the following plant/equipment
types:
 diesel engines - on at least 3 occasions
 power generation gas turbines - on at least 3 occasions
 air compressors - on at least 3 occasions
 evidence that maintenance activities have been carried out in the workplace over a
time period of a minimum of 3 months
 record of questioning.
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Extract from Oil and Gas Level 3 Occupational Standard:
Diagnose Maintenance Requirements of Electrical Oil & Gas Plant & Equipment (Electrical
Distribution Systems)
Assessment
Assessment
approaches
Evidence
requirements
Assessment Guidance
 This Occupational Standard must be assessed in the workplace in accordance with
worksite operational requirements and procedures.
 Product evidence (e.g. diagnostics assessments and records) should be used to
provide evidence of work carried out.
 Observations by competent Assessors while Candidates perform tasks in the
workplace should also be carried out and recorded on observation checklists.
 Safe working practices and effective working relationships should form part of
observation checklists when assessing Candidates’ performance.
 Product evidence and observation should be supported by questioning to ensure
that Candidates have the required knowledge and understanding.
 Additional supporting evidence could include witness testimony from individuals
who can provide informed feedback on the performance of Candidates.
 Assessments should reflect normal work activities, wherever possible.
 Assessments can be integrated across the Outcomes and Performance Criteria.
Assessment evidence should include (but not limited to):
 an observation for each of Outcomes 1, 2 and 3 - observation checklists should
include safe working systems and working relationships
 product evidence that diagnosis of maintenance requirements has been carried
out on examples of plant/equipment from the following plant/equipment type:
 electrical distribution systems - on at least 3 occasions
plus either
 cells & batteries and uninterruptable power supply systems - on at least 3
occasions
or
 heating ventilation and air conditioning equipment - on at least 3 occasions
 evidence that diagnostic activities have been carried out in the workplace over a
time period of a minimum of 3 months
 record of questioning.
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Observation
The bulk of the evidence of a Candidate’s competence should be generated by an Assessor observing the
Candidate in the workplace carrying out normal maintenance activities. The use of a simulated work place
or simulated assessments should only be used in exceptional situations. It is recommended that the use of
simulation should be discussed with the OPITO Auditor.
A minimum of 3 observations must be carried out as Candidates carry out normal maintenance activities.
The observations should include safe working systems and working relationships, as well as the practical
maintenance skills. Additional observations may be carried out as required.
Observations must be carried out by a qualified Assessor and a record must be retained of what has been
observed and how this relates to the Occupational Standard. An example of an observation record is
included in Section 7 and a blank observation record is included in Section 8.
When carrying out maintenance tasks Candidates may work with more than one type of equipment. The
Assessor should use these opportunities to integrate assessments across more than one Occupational
Standard wherever possible.
There may be situations where it is difficult for the Assessor to be present when a Candidate is carrying out
the required assessment tasks, for example, due to shift or rotational patterns, logistical issues or where
tasks are performed infrequently. In some circumstances, therefore, it may be necessary to use an Expert
Witness to carry out an observation. This can only be done for a maximum of one observation for each
Candidate. Guidance on use of Expert Witnesses is included within the OPITO Oil and Gas Industry
Competence Assessment and Verification Guidelines. It is recommended that the use of an Expert Witness
is discussed with the OPITO Auditor.
Product Evidence
Whilst carrying out maintenance operations a Candidate will generate a considerable amount of information
in both paper and electronic formats that support maintenance activities. This may be used by the Assessor
to provide evidence of both practical skills and the Candidate’s knowledge and understanding of
maintenance operations and is termed ‘Product Evidence’.
If the Candidate is working in a team it is essential that any product evidence is directly attributable to the
Candidate.
Product evidence of work carried out could include authenticated evidence of maintenance tasks carried out
by the Candidate over the previous 3 to 6 months.
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Product evidence relating to maintenance activities could include, but is not limited to:

maintenance checklists

maintenance logs

maintenance reports

work logs

job records

handover reports

diagnostics assessments and records

raising of work packs

red-lining of procedures and work instructions

entries in the maintenance management system

emails relating to the raising of queries and operational updates

requisitions for parts and labour

marking up of P&IDs

risk assessments

permits to work

notes of toolbox talks (TBT) showing proactive contribution by the Candidate

minutes of operational meetings showing proactive contribution by the Candidate

minutes of team meetings showing proactive contribution by the Candidate

safety observations

stop cards

recommendations for changes to maintenance practices

vendor’s records and reports.
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OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Knowledge and understanding
Assessment of knowledge and understanding will typically cover knowledge of facts and procedures,
understanding of principles and concepts and application of principles and procedures.
Questions can be used to:

confirm that Candidates know why they are doing something and what actions need to be taken if
changes occur – what if…

confirm that the evidence collected by Candidates is valid and authentic

fill gaps in evidence where Candidates have not been able to demonstrate specific skills as they did not
occur when they were being observed

establish if the Candidates have relevant knowledge/experience to deal with non–standard or
contingency situations - Candidates will have to explain what to do in a given working situation and how
to do it .
Each Occupational Standard defines the knowledge and understanding that the Candidate must
demonstrate. Although a good proportion of this knowledge and understanding can be inferred during the
assessment of performance during normal maintenance activities, it is inevitable that additional questioning
will need to take place in order to test the depth and breadth of knowledge and understanding which cannot
be inferred from observation of performance, for example, the workings of plant and equipment and
potential faults.
Some of the knowledge requirements refer to underpinning maintenance principles and are common across
several of the Occupational Standards – this is illustrated on the next page for the Occupational Standards
relating to routine maintenance. This knowledge only has to be assessed on one occasion. Other knowledge
requirements will be specific to the plant/equipment. This is illustrated in the extract from the Occupational
Standard relating to Carry out Routine Maintenance on Mechanical Oil & Gas Plant & Equipment (Prime
Movers) on the next page.
Questions and their ideal responses are often prepared in advance using question banks to ensure a
consistent approach to the eliciting of underpinning knowledge/understanding. This will also help in
identifying the underpinning knowledge that is common across the Standards and which does not need to be
repeated. The results can then be cross referenced to the knowledge requirements in each of the
Occupational Standards.
A mixture of oral and written questions could be considered as this will provide flexibility and allow a variety
of approaches to the assessment process.
Assessors should retain a record of the all questions asked for each Candidate, together with the Candidate’s
responses.
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OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Examples of common knowledge requirements across all Occupational Standards for routine maintenance
(Oil and Gas Level 2)
Maintenance general
K1.1
K1.2
K1.3
K1.4
K1.5
K1.6
K1.7
K1.8
K1.9
Maintenance technical
K2.1
K2.2
K2.3
K2.4
K2.5
K2.6
K2.7
maintenance methods and procedures
maintenance routines, schedules and timescales
maintenance authorisation procedures and limits of responsibility in line with
company and manufacturers’ procedures
reporting procedures, documentation, details required by different parties
handover procedures for plant/equipment - when handover should occur, why it
is important to confirm the precise moment of transfer, how to confirm the
precise moment of transfer
quality control procedures
materials, tools, equipment and services required for maintenance activities
responsibilities for the care and control of tools and equipment during
maintenance activity
behavioural and communication expectations for working relationships –
colleagues, line managers and at handovers
document systems that relate to the maintenance of plant and equipment
role and implementation of operational instructions e.g. maintenance schedules,
maintenance checklists, work methods, product worksheets, test checklists, safe
working practices checklists
content and use of technical guidelines e.g. engineering /technical drawings
(schematics/processing and instrumentation diagrams (P&IDs), isometrics), plant
layouts, general arrangements, technical specifications/manuals, manufacturers’
specifications/manuals
how to access operational instructions and technical guidelines
document care and control procedures and responsibilities for ensuring data is
current and that any issues with documentation are reported
standards and regulations that relate to the maintenance of oil and gas plant and
equipment, e.g. British Standards, Codes of Practice, International Standards,
company specific standards, manufacture specific standards
conventions, symbols, legends and abbreviations used within the oil and gas
industry
Examples of equipment specific knowledge – in this example for Carry out Routine Maintenance on
Mechanical Oil & Gas Plant & Equipment (Prime Movers)
Plant/
equipment
K3.1
K3.2
K3.3
K3.4
K3.5
Version 1 – June 2014
function and operation of plant/equipment:
 diesel engines
 power generation gas turbines - heavy industrial; aero-derivative
 air compressors: reciprocating; rotary
normal operating parameters and tolerances of plant/equipment listed above
typical routine/planned maintenance required for plant/equipment listed above
maintenance routines/schedules determined by company and manufacturers for
plant/equipment listed above
typical signs of damage/wear/corrosion for plant/equipment listed above
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OPITO Global Assessment Guidelines
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Supporting Evidence
Examples of additional evidence which may be collected to support the assessment process include:

witness testimony from individuals who are in a position to provide informed feedback on the
performance and behaviours of the Candidate and to authenticate evidence – this could include
experienced colleagues, supervisors, mentors, technical specialists and clients

a CV or job history which can provide supporting evidence of the Candidate’s job experience/history

completion of a relevant qualification/training courses which can provide supporting evidence that the
Candidate has relevant knowledge of operational theory and procedures, work methods, operation of
the equipment and safety procedures.
If witness testimony is used then the witnesses and the opportunities for using their testimonies should be
identified during the assessment planning stage. The testimony should record what the Candidate has
demonstrated, how and under what circumstances. The relationship between the Candidate and witness
should be stated together with a record of the witness’s familiarity with the Occupational Standards. Where
possible, the testimony should be directly referenced to the Standards. In judging the evidence, the Assessor
will need to take into consideration and judge the value of the evidence provided by the witness testimony.
Assessment Process
Planning
The Assessor should be in regular contact with the Candidate to identify on-going opportunities to gather
evidence and plan for observations. This should be recorded in an assessment plan. An example of an
assessment plan is included in Section 7 and a blank assessment plan is included in Section 8.
There could be a number of challenges when carrying out assessment in the workplace which will require
careful planning to ensure that the assessment process is effective, takes account of naturally occurring
evidence that will arise during normal work activities and does not disrupt normal work operations. The
Assessor should liaise with those directly affected or contributing to the assessment and wherever possible
plan assessments around operational schedules.
Making and Recording Assessment Decisions
Assessment decisions must be related back to the requirements of the Occupational Standards. The
Assessor must record the assessment methods and evidence that was considered to make a decision on the
competence of the Candidate. An example assessment record is included in Section 7.
It is important that all Assessors and Internal Verifiers participate in regular standardisation meetings to
ensure consistent use of assessment methods throughout the Approved Centre and consistent approaches
to assessing Candidate evidence.
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OPITO Global Assessment Guidelines
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Authentication of a Candidate’s evidence is required when the Assessor has not observed performance at
first hand. It is taken as granted that any performance observed by the Assessor is authentic and is the work
of the Candidate. Evidence not directly observed by the Assessor may be authenticated by the questioning
of the Candidate or by using witness testimony. Product evidence such as logs, reports and handover notes
must also be authenticated. This can be achieved by the Candidate signing the documents and then
obtaining counter-signatures from appropriate persons (e.g. supervisor), stating that the evidence is valid
and attributable to the Candidate.
Assessment records will need to be countersigned by the Internal Verifier in line with the internal
verification strategy.
Evidence should be securely retained for internal verification and external audit purposes for one year after
the assessment has taken place.
Feedback and Support to Candidates
Feedback to the Candidate by the Assessor should be provided on an ongoing basis and relate directly to the
requirements of the Occupational Standards. Assessors should meet with Candidates on a regular basis to
provide feedback on the evidence collection process and any assessment decisions that have been made.
Guidance and support should be provided if any issues have been identified with the evidence gathered or if
there is a shortfall in the evidence. The way to remedy these issues or shortfalls should be discussed and
planned.
Section 4 – Further Guidance
The full specifications for the Occupational Standards are provided in the OPITO Global Occupational
Standards Specifications for Oil and Gas Engineering Maintenance.
All organisations wishing to deliver the Global Vocational Qualifications for Oil and Gas Engineering
Maintenance must be an OPITO Approved Centre and must meet the requirements of OPITO’s Quality
Criteria for Global Oil and Gas Technical Standards and Qualifications.
For further information please contact a member of our Workforce Development team in Dubai mea.enquiries@opito.com
Version 1 – June 2014
23
Section 5 – Example Occupational Standards
Title
Summary
Oil and Gas Level
Requirements
References
Outcome
O1 Prepare for
diagnostic
process
O2 Carry out the
diagnostic
process
O3 Complete the
diagnostic
process
Diagnose Maintenance Requirements of Mechanical Oil & Gas Plant & Equipment
(Prime Movers)
This Occupational Standard involves:
 reviewing maintenance history and relevant evidence information/data on the
performance and condition of plant/equipment
 implementing and interpreting relevant assessments to diagnose maintenance
requirements for prime movers
 determining feasibility of repair/action required to return plant/equipment to
specification
 making recommendations for maintenance requirements
 recording diagnostic activity
 handing over plant and equipment
 complying with safe systems of work
This Occupational Standard is at Oil and Gas Level 3.
This Occupational Standard must be assessed in the workplace in accordance with
worksite operational requirements, procedures and safe working practices.
OGOS/L3 – MM10 (H5EC 04)
Version 1 – December 2013
Performance Criteria
You must demonstrate and provide evidence that you can:
P1.1
obtain and confirm relevant handover and operational instructions
P1.2
comply with relevant risk assessments and ensure that risks and hazards are
as low as reasonably practicable
P1.3
participate in briefing sessions for relevant personnel
P1.4
ensure that the work area is suitable for diagnostic process and that all
necessary service supplies are connected and ready for use
P1.5
obtain and prepare relevant tools, materials and equipment
P1.6
compete relevant paperwork
P2.1
extract and use relevant information from technical guidelines
P2.2
review maintenance history and relevant evidence information/data on the
performance and condition of plant /equipment
P2.3
implement and interpret relevant assessments to diagnose maintenance
requirements
P2.4
determine feasibility of repair/action required to return plant/equipment to
specification
P2.5
record and report diagnosis and recommendations
P2.6
report instances where the diagnosis cannot be completed
P2.7
work in accordance with safe systems of work
P3.1
confirm that the maintenance activity is complete and handover
plant/equipment
P3.2
complete relevant paperwork
P3.3
restore the work area to a safe condition
P3.4
store tools, materials and equipment in appropriate locations
P3.5
segregate and dispose of waste material in accordance with procedures
OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Knowledge
K1
Maintenance
- general
K2
Maintenance
- technical
K3
Plant/
equipment
K4
Diagnostic
processes
Knowledge Criteria
Candidate must provide evidence that they have working knowledge of:
K1.1
maintenance methods and procedures
K1.2
maintenance routines, schedules and timescales
K1.3
maintenance authorisation procedures and limits of responsibility in line with
company and manufacturers’ procedures
K1.4
reporting procedures, documentation, details required by different parties
K1.5
handover procedures for plant/equipment - when handover should occur,
why it is important to confirm the precise moment of transfer, how to confirm
the precise moment of transfer
K1.6
quality control procedures
K1.7
materials, tools, equipment and services required for maintenance activities
K1.8
responsibilities for the care and control of tools and equipment during
maintenance activity
K1.9
behavioural and communication expectations for working relationships –
colleagues, line managers and at handovers
K2.1
document systems that relate to the maintenance of plant and equipment
K2.2
role and implementation of operational instructions e.g. maintenance
schedules, maintenance checklists, work methods, product worksheets, test
checklists, safe working practices checklists
K2.3
content and use of technical guidelines e.g. engineering /technical drawings
(schematics/processing and instrumentation diagrams (P&IDs), isometrics),
plant layouts, general arrangements, technical specifications/manuals,
manufacturers’ specifications/manuals
K2.4
how to access operational instructions and technical guidelines
K2.5
document care and control procedures and responsibilities for ensuring data
is current and that any issues with documentation are reported
K2.6
standards and regulations that relate to the maintenance of oil and gas plant
and equipment, e.g. British Standards, Codes of Practice, International
Standards, company specific standards, manufacture specific standards
K2.7
conventions, symbols, legends and abbreviations used within the oil and gas
industry
K3.1
function and operation of plant/equipment listed in Scope 4 below
K3.2
normal operating parameters and tolerances of plant/equipment listed in
Scope 4 below
K3.3
factors impacting on performance of plant/equipment listed in Scope 4 below
and how to achieve optimum performance
K3.4
types and causes of deviations and faults for plant/equipment listed in Scope
4 below and the relevant actions to take when they occur
K3.5
typical maintenance required for equipment types listed in Scope 4 below
K4.1
evidence to be considered when carrying out diagnostics e.g. data, technical
specs, fault reports
K4.2
fault finding/diagnostic methods/techniques e.g. monitoring, testing,
inspection, failure mode analysis, fault finding, comparison diagnosis,
sectional isolation
K4.3
factors impacting on feasibility of maintenance recommendations e.g.
implications for work schedules, safety considerations, costs considerations,
time considerations, location considerations
K4.4
records to be maintained eg test results, data sheets, diagnostic processes
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OPITO Global Assessment Guidelines
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K5
Safe systems
of work
Scope
S1 Diagnostic
process
S2
Operational
instructions/
technical
guidelines
S3
Handover
S4
Equipment
S5
Safe systems
of work
K5.1
responsibilities in respect of health, safety and environment – for own health
and safety and the health and safety of others
K5.2
relevant safe working practices, procedures and regulations required within
work area, including control of substances, manual handing, working at height
K5.3
methods, procedures, legislation and regulation for waste segregation and
disposal
K5.4
required PPE and how to wear and maintain it
K5.5
implementation of risk assessment systems
K5.6
work area hazards and how to ensure that risks and hazards are as low as
reasonably practicable
K5.7
responsibilities and procedure for raising safety issues and participating in
safety drills and briefings
K5.8
safe use of tools and equipment
K5.9
action to be taken in event of critical and emergency situations
Scope Criteria
Candidate evidence should demonstrate the implementation of diagnostic processes this will typically involve (but not limited to):
 evidence considered
 assessments carried out
 maintenance issues identified
 records completed
 feasibility factors considered
Candidate evidence should demonstrate the use of a range of instructions/guidelines –
this will typically include (but not limited to):
 engineering drawings/schematics/processing and instrumentation diagrams
(P&IDs); technical specifications/manuals; manufacturers’ specifications/manuals
 maintenance checklists, work methods
 maintenance programmes/schedules
Candidate evidence should demonstrate handover from and to line manager or
production/process personnel – it may also involve:
 handover at shift changes
 handover during operational conditions
 handover to other maintenance technicians/specialists
Plant/equipment to be maintained will typically include (but not limited to):
 diesel engines
 power generation gas turbines - heavy industrial; aero-derivative
 air compressors: reciprocating; rotary
Candidates must demonstrate safe working practices at all times – this will involve (but
not limited to):
 wearing correct PPE at all times
 complying with regulations including control of substances, manual handing,
working at height
 proactively raising safety issues and participating in a safety culture
 ensuring work area is kept clear
 disposing of waste in accordance with environmental requirements
 taking part in safety drills and briefings
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OPITO Global Assessment Guidelines
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S6
Working
relationships
Assessment
Assessment
approaches
Evidence
requirements
Candidates must demonstrate effective working relationships at all times – this will
involve (but not limited to):
 making clear efforts to establish and maintain productive working relationships
 ensuring effective communication with colleagues on operational matters
 communicating all relevant information on activities, progress and results to
supervisors/managers
 providing support and advice for colleagues within limits of own responsibility and
expertise
Assessment Guidance
 This Occupational Standard must be assessed in the workplace in accordance with
worksite operational requirements and procedures.
 Product evidence (e.g. diagnostics assessments and records) should be used to
provide evidence of work carried out.
 Observations by competent Assessors while Candidates perform tasks in the
workplace should also be carried out and recorded on observation checklists.
 Safe working practices and effective working relationships should form part of
observation checklists when assessing Candidates’ performance.
 Product evidence and observation should be supported by questioning to ensure
that Candidates have the required knowledge and understanding.
 Additional supporting evidence could include witness testimony from individuals
who can provide informed feedback on the performance of Candidates.
 Assessments should reflect normal work activities, wherever possible.
 Assessments can be integrated across the Outcomes and Performance Criteria.
(Refer to OPITO Oil and Gas Competence Assessment and Verification Guidelines and
OPITO Assessment Guidelines for Oil and Gas Maintenance Global Vocational
Qualifications for more guidance.)
Assessment evidence should include (but not limited to):
 an observation for each of Outcomes 1, 2 and 3 - observation checklists should
include safe working systems and working relationships
 product evidence that diagnosis of maintenance requirements has been carried
out on examples of plant/equipment from 2 of the following plant/equipment
types:
 diesel engines - on at least 3 occasions
 power generation gas turbines - on at least 3 occasions
 air compressors - on at least 3 occasions
 evidence that diagnostic activities have been carried out in the workplace over a
time period of a minimum of 3 months
 record of questioning.
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Title
Diagnose Maintenance Requirements of Electrical Oil & Gas Plant &
Equipment (Electrical Distribution Systems)
Summary
This Occupational Standard involves:
 reviewing maintenance history and relevant evidence information/data on the
performance and condition of plant/equipment
 implementing and interpreting relevant assessments to diagnose maintenance
requirements of electrical distribution systems
 determining feasibility of repair/action required to return plant/equipment to
specification
 making recommendations for maintenance requirements
 recording diagnostic activity
 handing over plant and equipment
 complying with safe systems of work
This Occupational Standard is at Oil and Gas Level 3.
This Occupational Standard must be assessed in the workplace in accordance with
worksite operational requirements, procedures and safe working practices.
OGOS/L3 – ME13 (H5E3 04)
Version 1 – December 2013
Performance Criteria
You must demonstrate and provide evidence that you can:
P1.1
obtain and confirm relevant handover and operational instructions
P1.2
comply with relevant risk assessments and ensure that risks and hazards are
as low as reasonably practicable
P1.3
participate in briefing sessions for relevant personnel
P1.4
ensure that the work area is suitable for diagnostic process and that all
necessary service supplies are connected and ready for use
P1.5
obtain and prepare relevant tools, materials and equipment
P1.6
compete relevant paperwork
P2.1
extract and use relevant information from technical guidelines
P2.2
review maintenance history and relevant evidence information/data on the
performance and condition of plant /equipment
P2.3
implement and interpret relevant assessments to diagnose maintenance
requirements
P2.4
determine feasibility of repair/action required to return plant/equipment to
specification
P2.5
record and report diagnosis and recommendations
P2.6
report instances where the diagnosis cannot be completed
P2.7
work in accordance with safe systems of work
P3.1
confirm that the maintenance activity is complete and handover
plant/equipment
P3.2
complete relevant paperwork
P3.3
restore the work area to a safe condition
P3.4
store tools, materials and equipment in appropriate locations
P3.5
segregate and dispose of waste material in accordance with procedures
Oil and Gas Level
Requirements
References
Outcome
O1 Prepare for
diagnostic
process
O2 Carry out the
diagnostic
process
O3 Complete the
diagnostic
process
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OPITO Global Assessment Guidelines
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Knowledge
K1
Maintenance
- general
K2
Maintenance
- technical
K3
Plant/
equipment
K4
Diagnostic
processes
Knowledge Criteria
Candidate must provide evidence that they have working knowledge of:
K1.1
maintenance methods and procedures
K1.2
maintenance routines, schedules and timescales
K1.3
maintenance authorisation procedures and limits of responsibility in line with
company and manufacturers’ procedures
K1.4
reporting procedures, documentation, details required by different parties
K1.5
handover procedures for plant/equipment - when handover should occur,
why it is important to confirm the precise moment of transfer, how to confirm
the precise moment of transfer
K1.6
quality control procedures
K1.7
materials, tools, equipment and services required for maintenance activities
K1.8
responsibilities for the care and control of tools and equipment during
maintenance activity
K1.9
behavioural and communication expectations for working relationships –
colleagues, line managers and at handovers
K2.1
document systems that relate to the maintenance of plant and equipment
K2.2
role and implementation of operational instructions e.g. maintenance
schedules, maintenance checklists, work methods, product worksheets, test
checklists, safe working practices checklists
K2.3
content and use of technical guidelines e.g. engineering /technical drawings
(schematics/processing and instrumentation diagrams (P&IDs), isometrics),
plant layouts, general arrangements, technical specifications/manuals,
manufacturers’ specifications/manuals
K2.4
how to access operational instructions and technical guidelines
K2.5
document care and control procedures and responsibilities for ensuring data
is current and that any issues with documentation are reported
K2.6
standards and regulations that relate to the maintenance of oil and gas plant
and equipment, e.g. British Standards, Codes of Practice, International
Standards, company specific standards, manufacture specific standards
K2.7
conventions, symbols, legends and abbreviations used within the oil and gas
industry
K3.1
function and operation of plant/equipment listed in Scope 4 below
K3.2
normal operating parameters and tolerances of plant/equipment listed in
Scope 4 below
K3.3
factors impacting on performance of plant/equipment listed in Scope 4 below
and how to achieve optimum performance
K3.4
types and causes of deviations and faults for plant/equipment listed in Scope
4 below and the relevant actions to take when they occur
K3.5
typical maintenance required for equipment types listed in Scope 4 below
K4.1
evidence to be considered when carrying out diagnostics e.g. data, technical
specs, fault reports
K4.2
fault finding/diagnostic methods/techniques e.g. monitoring, testing,
inspection, failure mode analysis, fault finding, comparison diagnosis,
sectional isolation
K4.3
factors impacting on feasibility of maintenance recommendations e.g.
implications for work schedules, safety considerations, costs considerations,
time considerations, location considerations
K4.4
records to be maintained eg test results, data sheets, diagnostic processes
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K5
Safe systems
of work
Scope
S1 Diagnostic
process
S2
Operational
instructions/
technical
guidelines
S3
Handover
S4
Equipment
S5
Safe systems
of work
K5.1
responsibilities in respect of health, safety and environment – for own health
and safety and the health and safety of others
K5.2
relevant safe working practices, procedures and regulations required within
work area, including control of substances, manual handing, working at height
K5.3
methods, procedures, legislation and regulation for waste segregation and
disposal
K5.4
required PPE and how to wear and maintain it
K5.5
implementation of risk assessment systems
K5.6
work area hazards and how to ensure that risks and hazards are as low as
reasonably practicable
K5.7
responsibilities and procedure for raising safety issues and participating in
safety drills and briefings
K5.8
safe use of tools and equipment
K5.9
action to be taken in event of critical and emergency situations
Scope Criteria
Candidate evidence should demonstrate the implementation of diagnostic processes this will typically involve (but not limited to):
 evidence considered
 assessments carried out
 maintenance issues identified
 records completed
 feasibility factors considered
Candidate evidence should demonstrate the use of a range of instructions/guidelines –
this will typically include (but not limited to):
 engineering drawings/schematics/processing and instrumentation diagrams
(P&IDs); technical specifications/manuals; manufacturers’ specifications/manuals
 maintenance checklists, work methods
 maintenance programmes/schedules
Candidate evidence should demonstrate handover from and to line manager or
production/process personnel – it may also involve:
 handover at shift changes
 handover during operational conditions
 handover to other maintenance technicians/specialists
Plant/equipment to be maintained will typically include (but not limited to):
 single and 3 phase electrical distribution systems
 cells & batteries and uninterruptable power supply systems
 heating ventilation and air conditioning equipment
Candidates must demonstrate safe working practices at all times – this will involve (but
not limited to):
 wearing correct PPE at all times
 complying with regulations including control of substances, manual handing,
working at height
 proactively raising safety issues and participating in a safety culture
 ensuring work area is kept clear
 disposing of waste in accordance with environmental requirements
 taking part in safety drills and briefings
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OPITO Global Assessment Guidelines
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S6
Working
relationships
Assessment
Assessment
approaches
Evidence
requirements
Candidates must demonstrate effective working relationships at all times – this will
involve (but not limited to):
 making clear efforts to establish and maintain productive working relationships
 ensuring effective communication with colleagues on operational matters
 communicating all relevant information on activities, progress and results to
supervisors/managers
 providing support and advice for colleagues within limits of own responsibility and
expertise
Assessment Guidance
 This Occupational Standard must be assessed in the workplace in accordance with
worksite operational requirements and procedures.
 Product evidence (e.g. diagnostics assessments and records) should be used to
provide evidence of work carried out.
 Observations by competent Assessors while Candidates perform tasks in the
workplace should also be carried out and recorded on observation checklists.
 Safe working practices and effective working relationships should form part of
observation checklists when assessing Candidates’ performance.
 Product evidence and observation should be supported by questioning to ensure
that Candidates have the required knowledge and understanding.
 Additional supporting evidence could include witness testimony from individuals
who can provide informed feedback on the performance of Candidates.
 Assessments should reflect normal work activities, wherever possible.
 Assessments can be integrated across the Outcomes and Performance Criteria.
(Refer to OPITO Oil and Gas Competence Assessment and Verification Guidelines and
OPITO Assessment Guidelines for Oil and Gas Maintenance Global Vocational
Qualifications for more guidance.)
Assessment evidence should include (but not limited to):
 an observation for each of Outcomes 1, 2 and 3 - observation checklists should
include safe working systems and working relationships
 product evidence that diagnosis of maintenance requirements has been carried
out on examples of plant/equipment from the following plant/equipment type:
 electrical distribution systems - on at least 3 occasions
plus either
 cells & batteries and uninterruptable power supply systems - on at least 3
occasions
or
 heating ventilation and air conditioning equipment - on at least 3 occasions
 evidence that diagnostic activities have been carried out in the workplace over a
time period of a minimum of 3 months
 record of questioning.
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OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Section 6 – Scope of Engineering Maintenance Standards
Equipment Group
Electrical
Rotating
Equipment and
Tools
Electrical
Distribution
Systems
Scope
Evidence Requirements

At least 3 required from scope:
 generators and voltage regulation (HV & LV)
 single phase and 3 phase AC motors and
serviceable components
 DC motors
Additional:
 electrical hand tools
At least 2 required from scope:
 electrical distribution systems
Plus
 cells & batteries and uninterruptable power
supply systems
Or
 heating ventilation and air conditioning
equipment
Level 2 – one required from scope
Level 3 – both required from scope






Protection
Methods
Equipment Group
Mechanical
Prime Movers

protection devices of electrical
equipment in hazardous areas
 circuit protection devices and
power protection relays
Scope



Transmission
Systems and
Components



Distribution
Systems
generators and voltage
regulation (HV & LV)
single phase and 3 phase AC
motors and serviceable
components
DC motors
electrical hand tools
single and 3 phase electrical
distribution systems
cells & batteries and
uninterruptable power supply
systems
heating ventilation and air
conditioning equipment



Version 1 – June 2014
diesel engines
power generation gas turbines
- heavy industrial; aeroderivative
air compressors: reciprocating;
rotary
Evidence Requirements
At least 2 required from scope
At least 2 required from scope
bearings and seals
gearboxes and gearing
mechanisms
transmission components
including mechanical actuators,
belt and chain drives, shafts
and couplings and clutches
At least 2 required from scope
heating, ventilation and air
conditioning systems
centrifugal pumps,
reciprocating pumps and valves
piping and pipe connections
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OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Equipment Group Scope
Instrument and Control
Process
 process equipment including
Measurement
measurement instruments for:
Systems and
pressure; level; flow;
equipment
temperature
 process control valves
 small bore tubing
 metering devices & fiscal
metering
Process Control
 programmable logic controller
Systems and
systems
equipment
 distributed control systems
 condition Monitoring systems
 subsea control systems
 emergency shutdown systems
Protection and
 fire and gas detection systems:
Detection Systems
infra-red, optical and UV flame
detectors; smoke detectors;
heat detectors; gas detectors
 protection methods and
instrument equipment in
hazardous areas
Version 1 – June 2014
Evidence Requirements
At least 3 required from scope:
 process equipment including
measurement instruments
 process control valves
 small bore tubing
Additional:
 metering devices & fiscal metering
At least 3 required from scope
One from required from scope
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OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Section 7 – Example Assessment Forms
Example Assessment Plan
OPITO Oil and Gas Engineering Maintenance
Assessment Plan
Approved Centre
Candidate Name
Assessor Name
Standard
Diagnose Maintenance Requirements of Mechanical Oil & Gas Plant and
Equipment (Prime Movers)
Outcomes
Carry out the diagnostic process
Date of Plan
Plan No
Does the Candidate
any special
assessment needs?
Opportunities
Assessment
for collecting
methods
evidence
Performance Knowledge
Criteria
references
references
Candidate
diagnosing faults
on the power
generation
system
Observation
of the
candidate in
the workplace
P2.1 to P2.7
of Outcome 2.
Also working
relationships
S6 and Safe
Systems of
Work S5.
Reports and
information
supplied to others
relating to any
diagnosis that
cannot be
completed
together with
recommendations
Operational
records and logs
generated and
submitted by the
candidate
Completion by
the candidate of a
questionnaire
derived from the
standard question
bank
Review of
testimonies of
others
P2.5 and P2.6
Knowledge
sections K1 to
K4 with
emphasis on
K3 (Plant and
Equip) and K4
(Diagnostic
Processes)
K2, K3 and K4
Review of logs
and records
P2.5
K1.9 and K4.4
Testing of the
candidate’s
knowledge
and
understanding
using the
standardised
question bank
As
appropriate
All
Version 1 – June 2014
Assessment
date(s) and
time
Assessment
review
date(s)/time
Feedback
date(s) and
time
34
OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Additional comments
Assessor
Signature
Date
Candidate
Comments
Signature
Version 1 – June 2014
Date
35
OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Example Observation Record
OPITO Oil and Gas Engineering Maintenance
Observation Record
Approved Centre
Candidate Name
Assessor Name
Standard
Diagnose Maintenance Requirements of Mechanical Oil & Gas Plant and
Equipment (Prime Movers)
Outcome
Carry out the diagnostic process
Date of Observation
Evidence Ref No
Skills/work activities observed:
The candidate sourced information from available documents including the
Standard Operating Procedure and the maintenance management system
for historical information relating to the power generation system.
Diagnosis was carried out following a full assessment of the requirements
in order to determine any maintenance requirements required to bring the
equipment back to normal operating conditions and specification.
The results and findings of the diagnosis were recorded and entered into
the maintenance management system.
On this occasion there were no instances of where the diagnosis could not
be completed.
The candidate followed the safe systems of work including working at
height and manual handling.
PCs covered
P2.1 and P2.2
Scope covered
S2
P2.3 and P2.4
S1
P2.5
S1
P2.6
P2.7
Additional evidence:
Knowledge and understanding inferred during the observation of performance
It was apparent during the observation of performance that the Candidate had a good
knowledge and understanding of safe systems of work, the company’s operating procedures
and environmental protection and recording policies.
Oral questions were asked during the observation whilst work being carried out and these
will supplement the written questions that will be taken from the question bank for the
Standard.
Oral questions listed in Knowledge Record
Behaviours observed
The candidate communicated effectively with the team and those affected by the
operations.
Version 1 – June 2014
S5
Criteria
covered
S6
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OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Assessor’s comments on performance and feedback to the Candidate
Sufficient performance evidence was made available during the observation to satisfy the performance
evidence requirement of the Outcome.
Assessor
Signature
Date
Candidate
Comments
Signature
Version 1 – June 2014
Date
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OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Example Assessment Report
OPITO Oil and Gas Engineering Maintenance
Assessment Report
Approved Centre
Candidate Name
Assessor Name
Diagnose Maintenance Requirements of Mechanical Oil & Gas
Plant & Equipment (Prime Movers)
Standard
Outcome 1: Prepare for diagnostic process
Ref No.
P1.1
P1.2
P1.3
P1.4
P1.5
P1.6
Performance Criteria
Achieved
Y/N
O/P/
Q/W
O – observation
P – product evidence
Q – questions
W – witness testimony
Evidence / Comments
Obtain and confirm relevant handover and
operational instructions
Comply with relevant risk assessments and
ensure that risks and hazards are as low as
reasonably practicable
Participate in briefing sessions for relevant
personnel
Ensure that the work area is suitable for
diagnostic process and that all necessary
service supplies are connected and ready for
use
Obtain and prepare relevant tools, materials
and equipment
Compete relevant paperwork
Additional Assessor comments
Assessor Signature
Version 1 – June 2014
Assessment
Date
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OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Outcome 2: Carry out the diagnostic process
Ref No.
P2.1
P2.2
P2.3
P2.4
P2.5
P2.6
P2.7
Performance Criteria
Achieved
Y/N
O/P/
Q/W
Evidence / Comments
Extract and use relevant information from
technical guidelines
Review maintenance history and relevant
evidence information/data on the performance
and condition of plant /equipment
Implement and interpret relevant assessments
to diagnose maintenance requirements
Determine feasibility of repair/action required
to return plant/equipment to specification
Record and report diagnosis and
recommendations
Report instances where the diagnosis cannot be
completed
Work in accordance with safe systems of work
Additional Assessor comments
Assessor Signature
Assessment
Date
Outcome 3: Complete the diagnostic process
Ref No.
Performance Criteria
P3.2
Confirm that the maintenance activity is
complete and handover plant/equipment
Complete relevant paperwork
P3.3
Restore the work area to a safe condition
P3.1
Achieved
Y/N
O/P/
Q/W
Evidence / Comments
Store tools, materials and equipment in
appropriate locations
Segregate and dispose of waste material in
P3.5
accordance with procedures
Additional Assessor comments
P3.4
Assessor Signature
Version 1 – June 2014
Assessment
Date
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OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Knowledge - Maintenance - General
Ref No. Underpinning knowledge/understanding
K1
Maintenance methods and procedures
K2
Maintenance routines, schedules and timescales
K3
K4
K5
K6
K7
K8
K9
Achieved
Y/N
Comments
Achieved
Y/N
Comments
Maintenance authorisation procedures and
limits of responsibility in line with company and
manufacturers’ procedures
Reporting procedures, documentation, details
required by different parties
Handover procedures for plant/equipment when handover should occur, why it is
important to confirm the precise moment of
transfer, how to confirm the precise moment of
transfer
Quality control procedures
Materials, tools, equipment and services
required for maintenance activities
Responsibilities for the care and control of tools
and equipment during maintenance activity
Behavioural and communication expectations
for working relationships –colleagues, line
managers and at handovers
Knowledge - Maintenance - Technical
Ref No. Underpinning knowledge/understanding
K2.1
K2.2
K2.3
K2.4
K2.5
Document systems that relate to the
maintenance of plant and equipment
Role and implementation of operational
instructions e.g. maintenance schedules,
maintenance checklists, work methods, product
worksheets, test checklists, safe working
practices checklists
Content and use of technical guidelines e.g.
engineering /technical drawings
(schematics/processing and instrumentation
diagrams (P&IDs), isometrics), plant layouts,
general arrangements, technical
specifications/manuals, manufacturers’
specifications/manuals
How to access operational instructions and
technical guidelines
Document care and control procedures and
responsibilities for ensuring data is current and
that any issues with documentation are
reported
Version 1 – June 2014
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OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
K2.6
K2.7
Standards and regulations that relate to the
maintenance of oil and gas plant and
equipment, e.g. British Standards, Codes of
Practice, International Standards, company
specific standards, manufacture specific
standards
Conventions, symbols, legends and
abbreviations used within the oil and gas
industry
Knowledge - Plant/ equipment
Ref No. Underpinning knowledge/understanding
K3.1
K3.2
K3.3
K3.4
K3.5
Achieved
Y/N
Comments
Achieved
Y/N
Comments
Function and operation of plant/equipment
listed in Scope 4 below
Normal operating parameters and tolerances of
plant/equipment listed in Scope 4 below
Factors impacting on performance of
plant/equipment listed in Scope 4 below and
how to achieve optimum performance
Types and causes of deviations and faults for
plant/equipment listed in Scope 4 below and
the relevant actions to take when they occur
Typical maintenance required for equipment
types listed in Scope 4 of the Standard
Knowledge - Diagnostic processes
Ref No. Underpinning knowledge/understanding
K4.1
K4.2
K4.3
K4.4
Evidence to be considered when carrying out
diagnostics e.g. data, technical specs, fault
reports
Fault finding/diagnostic methods/techniques
e.g. monitoring, testing, inspection, failure
mode analysis, fault finding, comparison
diagnosis, sectional isolation
Factors impacting on feasibility of maintenance
recommendations e.g. implications for work
schedules, safety considerations, costs
considerations, time considerations, location
considerations
Records to be maintained eg test results, data
sheets, diagnostic processes
Version 1 – June 2014
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OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Knowledge: Process – Safe System of Work
Ref No. Underpinning knowledge/understanding
Achieved
Y/N
Comments
Responsibilities in respect of health, safety and
environment – for own health and safety and
the health and safety of others
Relevant safe working practices, procedures
and regulations required within work area,
K5.2
including control of substances, manual
handing, working at height
Methods, procedures, legislation and
K5.3
regulation for waste segregation and disposal
K5.4
Required PPE and how to wear and maintain it
K5.5
Implementation of risk assessment systems
Work area hazards and how to ensure that risks
K5.6
and hazards are as low as reasonably
practicable
Responsibilities and procedure for raising
K5.7
safety issues and participating in safety drills
and briefings
K5.8
Safe use of tools and equipment
Action to be taken in event of critical and
K5.9
emergency situations
Additional Assessor comments
K5.1
Assessor Signature
Version 1 – June 2014
Assessment
Date
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OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Scope
Ref No. Underpinning knowledge/understanding
S1
S2
S3
S4
S5
Achieved
Y/N
Comments
Diagnostic process:
 evidence considered
 assessments carried out
 maintenance issues identified
 records completed
 feasibility factors considered
Operational instructions/ technical guidelines:
Range of instructions/guidelines:
 engineering drawings/
 schematics/ processing and
instrumentation diagrams (P&IDs);
technical specifications/manuals;
manufacturers’ specifications/manuals
 maintenance checklists, work methods
 maintenance programmes/schedules
Handover:
handover from and to line manager or
production/process personnel – plus :
 handover at shift changes
 handover during operational conditions
 handover to other maintenance
technicians/specialists
Equipment:
 diesel engines
 power generation gas turbines - heavy
industrial; aero-derivative
 air compressors: reciprocating; rotary
Safe systems of work:
 wearing correct PPE at all times
 complying with regulations including
control of substances, manual handing,
working at height
 proactively raising safety issues and
participating in a safety culture
 ensuring work area is kept clear
 disposing of waste in accordance with
environmental requirements
 taking part in safety drills and briefings
Version 1 – June 2014
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OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Working relationships:
 making clear efforts to establish and
maintain productive working relationships
 ensuring effective communication with
colleagues on operational matters
S6
 communicating all relevant information on
activities, progress and results to
supervisors/managers
 providing support and advice for colleagues
within limits of own responsibility and
expertise
Additional Assessor comments
Assessment
Date
Assessor Signature
Behaviours: Working Relationships and Safe Systems of Work
(Behaviours and attitude are additional considerations for determining competent performance in the workplace. They
need to be demonstrated by the Candidate during normal work activities)
Ref No.
1.1
1.2
1.3
1.4
2.1
2.2
2.3
Achieved
Y/N
Performance Criteria
O/P/
Q/W
Evidence / Comments
Make clear efforts to establish and maintain
productive working relationships
Ensure
effective
communication
with
colleagues on operational matters
Communicate all relevant information on
activities,
progress
and
results
to
supervisors/managers
Provide support and advice for colleagues
within own area of responsibility.
Wear correct PPE at all times
Comply with regulations including control of
substances, manual handling, working at height
Proactively raise safety issues and participate in
a safety culture
2.4
Ensure work area is kept clear
2.5
Dispose of waste in accordance
environmental requirements
2.6
Take part in safety drills and briefings
with
Additional Assessor comments
Assessor Signature
Version 1 – June 2014
Assessment
Date
44
OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
OPITO Oil and Gas Engineering Maintenance
Assessment Summary Report
Approved Centre
Candidate Name
Assessor Name
Internal Verifier Name
Standard
Assessor declaration
I can confirm that the Candidate *has met / has not met the criteria for this Standard and
that all work undertaken was performed by the Candidate *Delete as applicable
Feedback to Candidate:
Note: If the Candidate has not met the criteria for this Standard: state the reasons why, and suggest any training
requirement to address the competence gap.
Assessor
Signature
Date
Candidate
Comments
Signature
Date
Internal Verifier
Comments
Signature
Version 1 – June 2014
Date
45
OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Section 8 - Blank Forms
The forms shown on the following pages are basic examples of those generally used within Approved
Centres. Forms may be devised by the centres providing the contents meet the requirements.
Assessment Plan
OPITO Oil and Gas Engineering Maintenance
Assessment Plan
Approved Centre
Candidate Name
Assessor Name
Standard
Outcomes
Date of Plan
Does the Candidate
any special
assessment needs?
Opportunities Assessment
for collecting methods
evidence
Plan No
Performance Knowledge
Criteria
references
references
Assessment
date(s) and
time
Assessment
review
date(s)/time
Feedback
date(s) and
time
Additional comments
Assessor
Signature
Date
Candidate
Comments
Signature
Version 1 – June 2014
Date
46
OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Unit Achievement Record
OPITO Oil and Gas Engineering Maintenance
Achievement Record
Approved Centre
Candidate Name
Assessor Name
Qualification
Requirement
Standard
Version 1 – June 2014
Assessor’s signature
Date
47
OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Index of Evidence
OPITO Oil and Gas Engineering Maintenance
Index of Evidence
Approved Centre
Candidate Name
Assessor Name
Qualification
Evidence Description of evidence
Number
Version 1 – June 2014
Location of the evidence
(e.g. Candidate portfolio,
electronic, database etc.)
Sampled by the IV
(initials and date)
48
OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
In Observation Record
OPITO Oil and Gas Engineering Maintenance
Observation Record
Approved Centre
Candidate Name
Assessor Name
Standard
Outcome
Date of Observation
Evidence Ref No
Skills/work activities observed:
PCs covered
Additional evidence:
Scope covered
Criteria
covered
Knowledge and understanding inferred during the observation of performance
Behaviours observed
Assessor’s comments on performance and feedback to the Candidate
Assessor
Signature
Date
Candidate
Comments
Signature
Version 1 – June 2014
Date
49
OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Witness Testimony
OPITO Oil and Gas Engineering Maintenance
Witness Testimony
Approved Centre
Candidate Name
Witness Name
Witness Details
Standard
Outcome
Date of Testimony
Evidence Ref No
Details of testimony:
PCs covered
Scope covered
Comments (to be written in the witness’s own hand to provide authenticity to the testimony):
Witness
Signature
Date
Assessor
Comments
Signature
Version 1 – June 2014
Date
50
OPITO Global Assessment Guidelines
Global Vocational Qualifications – Engineering Maintenance
Question Record
OPITO Oil and Gas Engineering Maintenance
Oral Question Record
Approved Centre
Candidate Name
Assessor Name
Qualification
Evidence Ref No
Question
Number
Question (include details of when asked)
Candidate Response
Knowledge
Criteria
Assessor
Signature
Date
Candidate
Signature
Version 1 – June 2014
Date
51
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