Process Engineering Maintenance Full Standard

National Occupational Standards for

Process Engineering Maintenance

(Electrical, Instrument and Control, Mechanical)

May 2010

REV 0 DATE 01/05/10 Process Engineering Maintenance

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Record of Changes to Standards

Rev No

Amendment & Date Section/

Page

Amended by:

Checked by:

Approved by:

0 May 2010 revised NOS published

All UKCES H Sanderson P Lammiman

Any amendments made to this standard by OPITO will be recorded above.


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National Occupational Standards for Process Engineering Maintenance (Electrical, Instrument and Control, Mechanical)

Content

Qualification Structures ..................................................................................................... 7

Level 2 SVQ/NVQ Process Engineering Maintenance (Mechanical) ................................ 10

Level 2 SVQ/NVQ Process Engineering Maintenance (Electrical) ..................................... 8

Level 2 SVQ/NVQ Process Engineering Maintenance (Instrument and Control) ................ 9

Level 3 SVQ/NVQ Process Engineering Maintenance (Mechanical) ................................ 13

Level 3 SVQ/NVQ Process Engineering Maintenance (Electrical) ................................... 11

Level 3 SVQ/NVQ Process Engineering Maintenance (Instrument and Control) .............. 12

National Occupational Standards .................................................................................... 13

PEM NOS 1: Reinstate the Work Area after Completing the Maintenance of Process Plant and Equipment ................................................................................................................ 16

PEM NOS 2: Hand Over Process Plant and Equipment .................................................. 20

PEM NOS 3: Deal with Hazards in Process Engineering Maintenance ............................ 23

PEM NOS 4: Contribute to Effective Working Relationships in Process Engineering Maintenance .................................................................................................................... 27

PEM NOS 5: Prepare Work Areas for the Maintenance of Process Plant and Equipment 29

PEM NOS 6: Prepare Loads for Moving during Process Engineering Maintenance ......... 32

PEM NOS 7: Move Loads during Process Engineering Maintenance .............................. 35

PEM NOS 8: Hand Over Process Engineering Plant and Equipment .............................. 38

PEM NOS 9: Reinstate the Work Area after Completing the Maintenance of Process Engineering Plant and Equipment ................................................................................... 41

PEM NOS 10: Minimise Risks to Life, Property and the Environment .............................. 44

PEM NOS 11: Work Safely, Minimise Risk and Comply with Emergency Procedures ..... 47

PEM NOS 12: Contribute to Effective Working Relationships .......................................... 49

PEM NOS 13: Prepare Work Areas for Engineering Activities ......................................... 51

PEM NOS 14: Carry Out Planned Maintenance Procedures on Electrical Process Plant and Equipment ................................................................................................................ 54

PEM NOS 15: Prepare Materials for the Maintenance of Electrical Process Plant and Equipment ....................................................................................................................... 57

PEM NOS 16: Prepare Process Plant and Equipment in Support of Electrical Engineering Activities .......................................................................................................................... 60

PEM NOS 17: Assemble Components of Electrical Process Plant and Equipment .......... 63

PEM NOS 18: Remove Components from Electrical Process Plant and Equipment ........ 66

PEM NOS 19: Replace Components in Electrical Process Plant and Equipment ............ 70

PEM NOS 20: Carry Out Planned Maintenance Procedures on Electrical Plant and Equipment ....................................................................................................................... 73

PEM NOS 21: Deal with Variations and Defects in Electrical Plant and Equipment ......... 76


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PEM NOS 22: Diagnose and Determine the Causes of Faults in Electrical Plant and Equipment ....................................................................................................................... 78

PEM NOS 23: Prepare Equipment in Support of Electrical Engineering Activities ........... 81

PEM NOS 24: Prepare Materials for the Maintenance of Electrical Plant and Equipment 84

PEM NOS 25: Adjust Electrical Plant and Equipment to Meet Operational Requirements 87

PEM NOS 26: Remove Components from Electrical Plant and Equipment ...................... 90

PEM NOS 27: Replace Components in Electrical Plant and Equipment .......................... 93

PEM NOS 28: Determine the Feasibility of Repair of Components from Electrical Plant and Equipment ................................................................................................................ 96

PEM NOS 29: Interpret Detailed Electrical Information from Technical Sources .............. 99

PEM NOS 30: Read and Extract Information from Electrical Engineering Drawing and Specifications ................................................................................................................ 101

PEM NOS 31: Identify and Suggest Improvements to Working Practices and Procedures on Electrical Plant and Equipment ................................................................................. 103

PEM NOS 32: Establish that an Electrical Engineering Process has been Completed to Specification .................................................................................................................. 105

PEM NOS 33: Test the Performance and Condition of Electrical Plant and Equipment . 108

PEM NOS 34: Monitor the Performance and Condition of Electrical Plant and Equipment ...................................................................................................................................... 111

PEM NOS 35: Assess the Performance and Condition of Electrical Plant and Equipment ...................................................................................................................................... 114

PEM NOS 36: Inspect Electrical Plant and Equipment .................................................. 117

PEM NOS 37: Carry Out Planned Maintenance Procedures on Instrument and Control Plant and Equipment ..................................................................................................... 120

PEM NOS 38: Prepare Materials for the Maintenance of Instrument and Control Process Plant and Equipment ..................................................................................................... 123

PEM NOS 39: Prepare Process Plant and Equipment in Support of Instrument and Control Engineering Activities .................................................................................................... 126

PEM NOS 40: Assemble Components of Instrument and Control Process Plant and Equipment ..................................................................................................................... 129

PEM NOS 41: Remove Components from Instrument and Control Process Plant and Equipment ..................................................................................................................... 132

PEM NOS 42: Replace Components in Instrument and Control Process Plant and Equipment ..................................................................................................................... 136

PEM NOS 43: Carry out Planned Maintenance Procedures on Instrument and Control Systems ........................................................................................................................ 139

PEM NOS 44: Deal with Variations and Defects in Instrument and Control Systems ..... 142

PEM NOS 45: Diagnose and Determine the Causes of Faults in Instrument and Control Systems ........................................................................................................................ 144

PEM NOS 46: Prepare Equipment Required for Maintaining Instrument and Control Systems ........................................................................................................................ 147

PEM NOS 47: Prepare Materials Required for Maintaining Instrument and Control Systems ........................................................................................................................ 150

PEM NOS 48: Adjust Instrument and Control Systems to meet Operational Requirements ...................................................................................................................................... 153

PEM NOS 49: Remove Components from Instrument and Control Systems ................. 156


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PEM NOS 50: Replace Components in Instrument and Control Systems ...................... 160

PEM NOS 51: Determine the Feasibility of Repair of Components from Instrument and Control systems ............................................................................................................. 164

PEM NOS 52: Interpret Detailed Instrument and Control Information from Technical Sources ......................................................................................................................... 167

PEM NOS 53: Read and Extract Information from Instrument and Control Engineering Drawings and Specifications .......................................................................................... 169

PEM NOS 54: Identify and Suggest Improvements to Working Practices and Procedure Whilst Maintaining Instrument and Control Systems ...................................................... 171

PEM NOS 55: Establish that an Instrument and Control Engineering Maintenance Process has been Completed to Specification ............................................................................ 173

PEM NOS 56: Test the Performance and Condition of Instrument and Control Systems 176

PEM NOS 57: Monitor the Performance and Condition of Instrument and Control Systems ...................................................................................................................................... 179

PEM NOS 58: Assess the Performance and Condition of Instrument and Control Systems ...................................................................................................................................... 182

PEM NOS 59: Inspect Instrument and Control Systems ................................................ 185

PEM NOS 60: Carry Out Planned Maintenance Procedures on Mechanical Process Plant and Equipment .............................................................................................................. 188

PEM NOS 61: Prepare Materials for the Maintenance of Mechanical Process Plant and Equipment ..................................................................................................................... 191

PEM NOS 62: Prepare Process Plant and Equipment in Support of Mechanical Engineering Activities .................................................................................................... 194

PEM NOS 63: Assemble Components of Mechanical Process Plant and Equipment .... 197

PEM NOS 64: Remove Components from Mechanical Process Plant and Equipment .. 200

PEM NOS 65: Replace Components in Mechanical Process Plant and Equipment ....... 203

PEM NOS 66: Carry Out Planned Maintenance Procedures on Mechanical Plant and Equipment ..................................................................................................................... 206

PEM NOS 67: Deal with Variations and Defects in Mechanical Plant and Equipment .... 209

PEM NOS 68: Diagnose and Determine the Causes of Faults in Mechanical Plant and Equipment ..................................................................................................................... 212

PEM NOS 69: Prepare Equipment in Support of Mechanical Engineering Activities ...... 215

PEM NOS 70: Prepare Materials for the Maintenance of Mechanical Plant and Equipment ...................................................................................................................................... 218

PEM NOS 71: Adjust Mechanical Plant and Equipment to Meet Operational Requirements ...................................................................................................................................... 221

PEM NOS 72: Remove Components from Mechanical Plant Equipment ....................... 224

PEM NOS 73: Replace Components in Mechanical Plant and Equipment ..................... 227

PEM NOS 74: Determine the Feasibility of Repair of Components from Mechanical Plant and Equipment .............................................................................................................. 230

PEM NOS 75: Interpret Detailed Mechanical Information from Technical Sources ........ 233

PEM NOS 76: Read and Extract Information from Mechanical Engineering Drawings and Specifications ................................................................................................................ 235

PEM NOS 77: Identify and Suggest Improvements to Working Practices and Procedures whilst Maintaining Mechanical Plant and Equipment ...................................................... 237


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PEM NOS 78: Establish that a Mechanical Engineering Maintenance Process has been Completed to Specification ............................................................................................ 239

PEM NOS 79: Test the Performance and Condition of Mechanical Plant and Equipment ...................................................................................................................................... 242

PEM NOS 80: Monitor the Performance and Condition of Mechanical Plant and Equipment ...................................................................................................................................... 245

PEM NOS 81: Assess the Performance and Condition of Mechanical Plant and Equipment ...................................................................................................................................... 248

PEM NOS 82: Inspect Mechanical Plant and Equipment ............................................... 251


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Qualification Structures

Level 2 SVQ/NVQ Process Engineering Maintenance (Electrical)

Level 2 SVQ/NVQ Process Engineering Maintenance (Instrument and Control)

Level 2 SVQ/NVQ Process Engineering Maintenance (Mechanical)





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Mandatory Units all units to be completed

Reinstate the Work Area after Completing the Maintenance of Process Plant and Equipment

PEM NOS 1

Hand over Process Plant and Equipment PEM NOS 2

Deal with Hazards in Process Engineering Maintenance PEM NOS 3

Contribute to Effective Working Relationships in Process Engineering Maintenance

PEM NOS 4

Carry out Planned Maintenance Procedures on Electrical Process Plant and Equipment

PEM NOS 14

Optional A Units one unit to be completed

Prepare Work Areas for the Maintenance of Process Plant and Equipment PEM NOS 5

Prepare Loads for Moving during Process Engineering Maintenance PEM NOS 6

Move Loads during Process Engineering Maintenance PEM NOS 7

Prepare Materials for the Maintenance of Electrical Process Plant and Equipment

PEM NOS 15

Prepare Process Plant and Equipment in Support of Electrical Engineering Activities

PEM NOS 16

Optional B Units two units to be completed

Assemble Components of Electrical Process Plant and Equipment PEM NOS 17

Remove Components from Electrical Process Plant and Equipment PEM NOS 18

Replace Components in Electrical Process Plant and Equipment PEM NOS 19


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PEM NOS 1




PEM NOS 4

Carry out Planned Maintenance Procedures on Instrument and Control Plant and Equipment

PEM NOS 37





Prepare Materials for the Maintenance of Instrument and Control Process Plant and Equipment

PEM NOS 38

Prepare Process Plant and Equipment in Support of Instrument and Control Engineering Activities

PEM NOS 39


Assemble Components of Instrument and Control Process Plant and Equipment

PEM NOS 40

Remove Components from Instrument and Control Process Plant and Equipment

PEM NOS 41

Replace Components in Instrument and Control Process Plant and Equipment PEM NOS 42


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PEM NOS 1




PEM NOS 4

Carry out Planned Maintenance Procedures on Mechanical Process Plant and Equipment

PEM NOS 60





Prepare Materials for the Maintenance of Mechanical Process Plant and Equipment

PEM NOS 61

Prepare Process Plant and Equipment in Support of Mechanical Engineering Activities

PEM NOS 62


Assemble Components of Mechanical Process Plant and Equipment PEM NOS 63

Remove Components from Mechanical Process Plant and Equipment PEM NOS 64

Replace Components in Mechanical Process Plant and Equipment PEM NOS 65


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Hand Over Process Engineering Plant and Equipment PEM NOS 8

Reinstate the Work Area after Completing the Maintenance of Process Engineering Plant and Equipment

PEM NOS 9

Minimise Risks to Life, Property and the Environment PEM NOS 10

Work Safely, Minimise Risk and Comply with Emergency Procedures PEM NOS 11

Contribute to Effective Working Relationships PEM NOS 12

Carry out Planned Maintenance Procedures on Electrical Plant and Equipment PEM NOS 20

Deal with Variations and Defects in Electrical Plant and Equipment PEM NOS 21

Diagnose and Determine the Causes of Faults in Electrical Plant and Equipment

PEM NOS 22

Optional A Units two units to be completed

Prepare Work Areas for Engineering Activities PEM NOS 13

Prepare Equipment in Support of Electrical Engineering Activities PEM NOS 23

Prepare Materials for the Maintenance of Electrical Plant and Equipment PEM NOS 24

Adjust Electrical Plant and Equipment to meet Operational Requirements PEM NOS 25

Remove Components from Electrical Plant and Equipment PEM NOS 26

Replace Components from Electrical Plant and Equipment PEM NOS 27

Determine the Feasibility of Repair of Components from Electrical Plant and Equipment

PEM NOS 28

Option B Units two units to be completed

Interpret Detailed Mechanical Information from Technical Sources PEM NOS 75

Interpret Detailed Electrical Information from Technical Sources PEM NOS 29

Read and Extract Information from Electrical Engineering Drawings and Specifications

PEM NOS 30

Identify and Suggest Improvements to Working Practices and Procedures whist maintaining Electrical Plant and Equipment

PEM NOS 31

Establish that an Electrical Engineering Process has been Completed to Specification

PEM NOS 32

Test the Performance and Condition of Electrical Plant and Equipment PEM NOS 33

Monitor the Performance and Condition of Electrical Plant and Equipment PEM NOS 34

Assess the Performance and Condition of Electrical Plant and Equipment PEM NOS 35

Inspect Electrical Plant and Equipment PEM NOS 36


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PEM NOS 9




Carry out Planned Maintenance Procedures on Instrument and Control Systems

PEM NOS 43

Deal with Variations and Defects in Instrument and Control Systems PEM NOS 44

Diagnose and Determine the Cause of Faults in Instrument and Control Systems

PEM NOS 45



Prepare Equipment Required for Maintaining Instrument and Control Systems PEM NOS 46

Prepare Materials Required for Maintaining Instrument and Control Systems PEM NOS 47

Adjust Instrument and Control Systems to meet Operational Requirements PEM NOS 48

Remove Components from Instrument and Control systems PEM NOS 49

Replace Components from Instrument and Control systems PEM NOS 50

Determine the Feasibility of Repair of Components from Instrument and Control systems

PEM NOS 51



Read and Extract Information from Mechanical Engineering Drawings and Specifications

PEM NOS 76

Interpret Detailed Instrument and Control Information from Technical Sources PEM NOS 52

Read and Extract Information from Instrument and Control engineering Drawings and Specifications

PEM NOS 53

Identify and Suggest Improvements to Working Practices and Procedures whilst Maintaining Instrument and Control systems

PEM NOS 54

Establish that an Instrument and Control Engineering Maintenance Process has been Completed to Specification

PEM NOS 55

Test the Performance and Condition of Instrument and Control Systems PEM NOS 56

Monitor the Performance and Condition of Instrument and Control Systems PEM NOS 57

Assess the Performance and Condition of Instrument and Control Systems PEM NOS 58

Inspect Instrument and Control Systems PEM NOS 59


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PEM NOS 9




Carry out Planned Maintenance Procedures on Mechanical Plant and Equipment

PEM NOS 66

Deal with Variations and Defects in Mechanical Plant and Equipment PEM NOS 67

Diagnose and Determine the Causes of Faults in Mechanical Plant and Equipment

PEM NOS 68



Prepare Equipment in Support of Mechanical Engineering Activities PEM NOS 69

Prepare Materials for the Maintenance of Mechanical Plant and Equipment PEM NOS 70

Adjust Mechanical Plant and Equipment to meet Operational Requirements PEM NOS 71

Remove Components from Mechanical Plant and Equipment PEM NOS 72

Replace Components in Mechanical Plant and Equipment PEM NOS 73

Determine the Feasibility of Repair of Components from Mechanical Plant and Equipment

PEM NOS 74



Read and Extract Information from Mechanical Engineering Drawings and Specifications

PEM NOS 76

Identify and Suggest Improvements to Working Practices and Procedures whilst Maintaining Mechanical Plant and Equipment

PEM NOS 77

Establish that a Mechanical Engineering Maintenance Process has been Completed to Specification

PEM NOS 78

Test and Monitor the Performance and Condition of Mechanical Plant and Equipment

PEM NOS 79

Monitor the Performance and Condition of Mechanical Plant and Equipment PEM NOS 80

Assess the Performance and Condition of Mechanical Plant and Equipment PEM NOS 81

Inspect Mechanical Plant and Equipment PEM NOS 82


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National Occupational Standards

PEM NOS 1 Reinstate the Work Area after Completing the Maintenance of Process Plant and Equipment

PEM NOS 2 Hand Over Process Plant and Equipment PEM NOS 3 Deal with Hazards in Process Engineering Maintenance PEM NOS 4 Contribute to Effective Working Relationships in Process Engineering Maintenance PEM NOS 5 Prepare Work Areas for the Maintenance of Process Plant and Equipment PEM NOS 6 Prepare Loads for Moving during Process Engineering Maintenance PEM NOS 7 Move Loads during Process Engineering Maintenance PEM NOS 8 Hand Over Process Engineering Plant and Equipment PEM NOS 9 Reinstate the Work Area after Completing the Maintenance of Process Engineering

Plant and Equipment PEM NOS 10 Minimise Risks to Life, Property and the Environment PEM NOS 11 Work Safely, Minimise Risk and Comply with Emergency Procedures PEM NOS 12 Contribute to Effective Working Relationships PEM NOS 13 Prepare Work Areas for Engineering Activities PEM NOS 14 Carry Out Planned Maintenance Procedures on Electrical Process Plant and Equipment PEM NOS 15 Prepare Materials for the Maintenance of Electrical Process Plant and Equipment PEM NOS 16 Prepare Process Plant and Equipment in Support of Electrical Engineering Activities PEM NOS 17 Assemble Components of Electrical Process Plant and Equipment PEM NOS 18 Remove Components from Electrical Process Plant and Equipment PEM NOS 19 Replace Components in Electrical Process Plant and Equipment PEM NOS 20 Carry Out Planned Maintenance Procedures on Electrical Plant and Equipment PEM NOS 21 Deal with Variations and Defects in Electrical Plant and Equipment PEM NOS 22 Diagnose and Determine the Causes of Faults in Electrical Plant and Equipment PEM NOS 23 Prepare Equipment in Support of Electrical Engineering Activities PEM NOS 24 Prepare Materials for the Maintenance of Electrical Plant and Equipment PEM NOS 25 Adjust Electrical Plant and Equipment to Meet Operational Requirements PEM NOS 26 Remove Components from Electrical Plant and Equipment PEM NOS 27 Replace Components in Electrical Plant and Equipment PEM NOS 28 Determine the Feasibility of Repair of Components from Electrical Plant and Equipment PEM NOS 29 Interpret Detailed Electrical Information from Technical Sources PEM NOS 30 Read and Extract Information from Electrical Engineering Drawing and Specifications PEM NOS 31 Identify and Suggest Improvements to Working Practices and Procedures on Electrical

Plant and Equipment PEM NOS 32 Establish that an Electrical Engineering Process has been Completed to Specification PEM NOS 33 Test the Performance and Condition of Electrical Plant and Equipment PEM NOS 34 Monitor the Performance and Condition of Electrical Plant and Equipment PEM NOS 35 Assess the Performance and Condition of Electrical Plant and Equipment PEM NOS 36 Inspect Electrical Plant and Equipment PEM NOS 37 Carry Out Planned Maintenance Procedures on Instrument and Control Plant and

Equipment PEM NOS 38 Prepare Materials for the Maintenance of Instrument and Control Process Plant and

Equipment PEM NOS 39 Prepare Process Plant and Equipment in Support of Instrument and Control

Engineering Activities PEM NOS 40 Assemble Components of Instrument and Control Process Plant and Equipment PEM NOS 41 Remove Components from Instrument and Control Process Plant and Equipment PEM NOS 42 Replace Components in Instrument and Control Process Plant and Equipment


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PEM NOS 43 Carry out Planned Maintenance Procedures on Instrument and Control Systems PEM NOS 44 Deal with Variations and Defects in Instrument and Control Systems PEM NOS 45 Diagnose and Determine the Causes of Faults in Instrument and Control Systems PEM NOS 46 Prepare Equipment Required for Maintaining Instrument and Control Systems PEM NOS 47 Prepare Materials Required for Maintaining Instrument and Control Systems PEM NOS 48 Adjust Instrument and Control Systems to meet Operational Requirements PEM NOS 49 Remove Components from Instrument and Control Systems PEM NOS 50 Replace Components in Instrument and Control Systems PEM NOS 51 Determine the Feasibility of Repair of Components from Instrument and Control

systems PEM NOS 52 Interpret Detailed Instrument and Control Information from Technical Sources PEM NOS 53 Read and Extract Information from Instrument and Control Engineering Drawings and

Specifications PEM NOS 54 Identify and Suggest Improvements to Working Practices and Procedure Whilst

Maintaining Instrument and Control Systems PEM NOS 55 Establish that an Instrument and Control Engineering Maintenance Process has been

Completed to Specification PEM NOS 56 Test the Performance and Condition of Instrument and Control Systems PEM NOS 57 Monitor the Performance and Condition of Instrument and Control Systems PEM NOS 58 Assess the Performance and Condition of Instrument and Control Systems PEM NOS 59 Inspect Instrument and Control Systems PEM NOS 60 Carry Out Planned Maintenance Procedures on Mechanical Process Plant and

Equipment PEM NOS 61 Prepare Materials for the Maintenance of Mechanical Process Plant and Equipment PEM NOS 62 Prepare Process Plant and Equipment in Support of Mechanical Engineering Activities PEM NOS 63 Assemble Components of Mechanical Process Plant and Equipment PEM NOS 64 Remove Components from Mechanical Process Plant and Equipment PEM NOS 65 Replace Components in Mechanical Process Plant and Equipment PEM NOS 66 Carry Out Planned Maintenance Procedures on Mechanical Plant and Equipment PEM NOS 67 Deal with Variations and Defects in Mechanical Plant and Equipment PEM NOS 68 Diagnose and Determine the Causes of Faults in Mechanical Plant and Equipment PEM NOS 69 Prepare Equipment in Support of Mechanical Engineering Activities PEM NOS 70 Prepare Materials for the Maintenance of Mechanical Plant and Equipment PEM NOS 71 Adjust Mechanical Plant and Equipment to Meet Operational Requirements PEM NOS 72 Remove Components from Mechanical Plant Equipment PEM NOS 73 Replace Components in Mechanical Plant and Equipment PEM NOS 74 Determine the Feasibility of Repair of Components from Mechanical Plant and

Equipment PEM NOS 75 Interpret Detailed Mechanical Information from Technical Sources PEM NOS 76 Read and Extract Information from Mechanical Engineering Drawings and

Specifications PEM NOS 77 Identify and Suggest Improvements to Working Practices and Procedures whilst

Maintaining Mechanical Plant and Equipment PEM NOS 78 Establish that a Mechanical Engineering Maintenance Process has been Completed to

Specification PEM NOS 79 Test the Performance and Condition of Mechanical Plant and Equipment PEM NOS 80 Monitor the Performance and Condition of Mechanical Plant and Equipment PEM NOS 81 Assess the Performance and Condition of Mechanical Plant and Equipment PEM NOS 82 Inspect Mechanical Plant and Equipment


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NOS Title: PEM NOS 1: Reinstate the Work Area after Completing the Maintenance of Process Plant and Equipment

Overview: This unit is about your competence in restoring the work area to a safe condition prior to returning to operations.

This unit deals with the following:

identifying and separating waste materials for disposal

identifying and separating out materials suitable for storage and further use

restoring the work area to a safe condition prior to returning to operations

During this work you must take account of the relevant operational requirements and safe working practices AS THEY APPLY TO YOU.

Scope/range: You will be responsible for ensuring the equipment and work site is safe for others or yourself to work on by following defined procedures. You will be accountable for the integrity of the work site and ensuring the work is recorded in a formal manner. Authorisation for proceeding with the work will be given by authorised signatories within the Permit to Work system. The work areas to be restored will relate to chemical manufacturing on onshore sites or offshore installations.

Scope/range relating to knowledge and understanding:

The Knowledge and Understanding levels expressed indicate the minimum level of knowledge and understanding sufficient to perform your role in a manner that would normally be associated with the minimum acceptable performance of a competent person undertaking your role.

The expression an appreciation is intended to indicate a level of knowledge and understanding equating to:

An awareness of the existence, the scope and the background to the content covered by the knowledge and understanding statement

How and where to find further detail and information that you will need

Having obtained the information, you will be expected to check your interpretation and then to be able to apply it to your situation

The expression working knowledge and understanding indicates you are able to:

Identify and apply relevant information, procedures and practices to your usual role in your expected working environments needing only occasional recourse to reference materials

Describe, in your own words, the principles underlying your working methods. This does not mean the ability to quote Chapter and verse. Rather you must know what supporting


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information is available, how and where to find it and from whom to seek further guidance and information confirm any additional required detail

Interpret and apply the information obtained to your role, your working practice and in your expected working environment

Key Terms Guidance/Example

The resources to be stored

These are materials and equipment for use at some time in the future and retained either in secure, enclosed containment or unenclosed within a work area or storage facility. Resources could be identified, sorted, protected and evaluated for further use. Appropriate storage facilities should be used where necessary. Typical resources could include:

Consumables

Assembly/alignment aids

Storing/stacking equipment

Lifting equipment

Safety equipment

Personal Protective Equipment/ shielding equipment

Process and ancillary equipment

Industrial gas cylinders

Tools/equipment

Protection sheeting

Re-usable components assemblies

Excess materials

The disposal of hazardous and non-hazardous materials

This could include:

Non hazardous:

Packaging/protecting materials

Swarf

Material offcuts

Replaced lifed consumables

Hazardous:

Chemicals and fluids e.g. solvents and cleaning agents

Sharp objects/offcuts

Asbestos or asbestos based

Oils and greases

Resources These could include:

Consumables

Assembly/alignment aids

Storing/stacking equipment


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Lifting equipment

Safety equipment

Personal Protective

Equipment/shielding equipment

Excess materials

Process and ancillary equipment

Industrial gas cylinders

Tools/equipment

Protection sheeting

Re-usable components assemblies

Non hazardous materials

To include:

Packaging/protecting materials

Swarf

Material offcuts

Replaced lifed consumables

Hazardous materials

To include:

Chemicals and fluids e.g. solvents and cleaning agents

Sharp objects/offcuts

Asbestos or asbestos based

Oils and greases

Previous Version:

Adapted from Unit C2.1 of Process Engineering Maintenance NOS version February 2004. This unit is a contextualised version of a unit produced by the OSC Eng Engineering Competence Standards which was originally designated ECS 2.15.

Performance Criteria

You must be able to:

1. Work safely at all times, complying with health and safety and other relevant regulations and guidelines

2. Separate equipment, components, and materials for re-use from waste items and materials

3. Store reusable materials and equipment in an appropriate location

4. Dispose of waste materials in line with organisational and environmental safe procedures

5. Restore the work areas to a safe condition in accordance with agreed requirements and schedules

6. Deal promptly and effectively with problems within your control and report those that cannot be solved


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Knowledge and Understanding

You need to know and understand:

1. A working knowledge and understanding of what your responsibilities are in respect of health, safety and environment. This should include the limits of your personal responsibility, your legal responsibility for your own health and safety and the health and safety of others

2. A working knowledge of the relevant regulations and the safe working practices and procedures required within your work area

3. An appreciation of the work area restoration requirements and the relevant health and safety, and organisational safe working practices and procedures

4. An appreciation of the material and equipment stores procedures and organisational procedures which you have to follow

5. An appreciation of the appropriate waste disposal methods and procedures for different types of waste, in accordance with current health and safety regulations, relevant legislation and organisational practice

6. An appreciation of your responsibilities with regard to the reporting lines and procedures


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NOS Title: PEM NOS 2: Hand Over Process Plant and Equipment

Overview: This unit is about your competence in completing safe and effective hand over of process plant and equipment. It includes the hand over to others and your acceptance and confirmation of responsibility for the control of the process plant and equipment. You will be following your organisations safe working practices and working within the work permit procedures. This unit is common to the Mechanical, Instrumentation and Control and Electrical disciplines.


Hand over process plant and equipment

Accept and confirm responsibility for the control of process plant and equipment

During this work you must take account of the relevant worksite operational requirements, procedures and safe working practices AS THEY APPLY TO YOU.

Scope/range: 1. The level and extent of responsibility will involve you ensuring the handover is completed by following defined procedures. You will be accountable for the integrity of the handover and ensuring it is recorded in a formal manner. In all cases, you will still be expected to refer to others for final authorisation, even though you remain responsible for identifying and implementing decisions.

2. The type of plant and equipment to be handed over could include:

Systems and sub-systems

Process equipment

New installations

3. The hand over procedures and environments may include operational or non-operational conditions. A typical example of a hand over during operational conditions could be:

Shift changes on continuous process plants

A typical example of hand over under non-operational conditions could be:

Between maintenance and operational teams at the end of an overhaul

Hand over of a large on-going maintenance project

Hand over from in-house maintenance teams to outside specialists

Shift to shift

4. The Parties to hand over to could include:

Clients

Production operations

Maintenance engineers

Line Supervisors


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5. The complexity of hand-overs could include:

Written

Oral

Test documentation









Describe, in your own words, the principles underlying your working methods. This does not mean the ability to quote Chapter and verse. Rather you must know what supporting information is available, how and where to find it and from whom to seek further guidance and information confirm any additional required detail


Previous Version:

Adapted from Unit C2.2 of Process Engineering Maintenance NOS version February 2004. This unit is a contextualised version of two units produced by the OSC Eng Engineering Competence Standards which were originally designated ECS 7.03 & 7.02.


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2. Confirm and define the condition of the engineering products or assets in accordance with specifications

3. Clearly define and obtain agreement on the moment of transfer of responsibility

4. Communicate hand over of control as specified

5. Produce and maintain records of the hand over in accordance with organisational procedures

6. Check and confirm that the condition of the engineering products or assets is in an acceptable hand over condition

7. Make sure that the information received at hand over is accurate, up-to-date and complete

8. Seek additional information if there are any areas of doubt or lack of clarity

9. Provide proper support and co-ordination to those transferring control

10. Confirm and record acceptance of responsibility and control in line with agreed procedures



1. You must have a working knowledge and understanding of what your responsibilities are in respect of Health, Safety and Environment. This should include the limits of your personal responsibility, your legal responsibility for your own health and safety and the health and safety of others

2. You must have a working knowledge of the relevant regulations and the safe working practices and procedures required within your work area

3. You must have a working knowledge and understanding of hand over procedures for products or assets. This should include: when hand over should occur, why it is important to confirm the precise moment of transfer, how to confirm the precise moment of transfer

4. You must have an appreciation of the record and documentation systems and procedures. This could include the level of detail on the condition of engineering products/assets as required by different parties

5. You must have an appreciation of the types of working relationships. This should include the types of support that can be offered to those transferring control

6. You must have an appreciation of your responsibilities with regard to the reporting lines and procedures in your working environment


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NOS Title: PEM NOS 3: Deal with Hazards in Process Engineering Maintenance

Overview: This unit is about your competence in minimising risks arising from accidents and incidents by taking the appropriate action. This will require taking action to minimise risks to personnel and property, calling for help following an incident, following shutdown and evacuation procedures and where possible taking action. This unit is common to the Mechanical, Electrical and Instrumentation & Control disciplines.


Deal with hazards in process engineering maintenance


Scope/range: 1. The level and extent of responsibility is limited to working within agreed specifications and following clearly defined procedures with regard to dealing with risks arising from incidents and accidents. You will be expected to take immediate action appropriate to the circumstances

2. The types of contingencies which are likely to be encountered are:

Slips trips and falls

Hydrocarbon alarm

Hazardous gas alert

The actions to be taken will be clearly defined and incorporated into company procedures








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Previous Version:





2. Call for expert help in the event of contingencies occurring, using warning systems as appropriate

3. Take prompt and appropriate action to minimize risk of personal and third party injury as a first priority and then damage to property and equipment

4. Follow shutdown and evacuation procedures promptly and correctly

5. Deal safely with dangers that can be contained using appropriate equipment and materials, in accordance with organisational policy and procedures





3. You must have an appreciation of the first aid procedures. This must include the locations of the first aid stations and where to find the list of approved staff trained in first aid

4. You must have a working knowledge and understanding on the evacuation procedures from the work site to a safe area

5. You must have an appreciation of the contingency reporting documentation and systems for the work site

6. You must have an appreciation NOS Title:


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PEM NOS 3: Deal with Hazards in Process Engineering Maintenance

Overview:

This unit is about your competence in minimising risks arising from accidents and incidents by taking the appropriate action. This will require taking action to minimise risks to personnel and property, calling for help following an incident, following shutdown and evacuation procedures and where possible taking action. This unit is common to the Mechanical, Electrical and Instrumentation & Control disciplines.


Deal with hazards in process engineering maintenance


Scope/range:

3. The level and extent of responsibility is limited to working within agreed specifications and following clearly defined procedures with regard to dealing with risks arising from incidents and accidents. You will be expected to take immediate action appropriate to the circumstances

4. The types of contingencies which are likely to be encountered are:

Slips trips and falls

Hydrocarbon alarm

Hazardous gas alert

The actions to be taken will be clearly defined and incorporated into company procedures










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2. Call for expert help in the event of contingencies occurring, using warning systems as appropriate

3. Take prompt and appropriate action to minimize risk of personal and third party injury as a first priority and then damage to property and equipment

4. Follow shutdown and evacuation procedures promptly and correctly

5. Deal safely with dangers that can be contained using appropriate equipment and materials, in accordance with organisational policy and procedures





3. You must have an appreciation of the first aid procedures. This must include the locations of the first aid stations and where to find the list of approved staff trained in first aid

4. You must have a working knowledge and understanding on the evacuation procedures from the work site to a safe area

5. You must have an appreciation of the contingency reporting documentation and systems for the work site

of the reporting lines and procedures for the work site


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NOS Title: PEM NOS 4: Contribute to Effective Working Relationships in Process Engineering Maintenance

Overview: This unit is about your competence in developing and maintaining effective working relationships with others. This may include colleagues, supervisors and visitors and may be frequent or infrequent. Both oral and written methods will be used. This unit is common to the Mechanical, Electrical and Instrumentation & Control disciplines.


Contribute to effective working relationships in process engineering maintenance


Scope/range: 1. The Groups of people with which relationships should be maintained including people with whom you come into contact as part of your work role either on a frequent or regular basis, or occasionally only. Typical relationships could be with:

Those for whom you have responsibility

Clients

Other disciplines

Security/safety personnel

Those to whom you are responsible

Colleagues

Suppliers

2. Effective working relations require communication with others. This could include:

Formal/informal

Oral

Written

Examples could include:

Tool box talks

Safety feedback

Complaints

Appraisals/performance reviews

Inductions

Production loop

Liaison between training and workplace contacts


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1. Establish and maintain productive working relationships

2. Deal with disagreements in an amicable and constructive way so that good relationships are maintained

3. Keep others informed about work plans or activities which affect them

4. Seek assistance from others in a polite and courteous way without causing undue disruption to normal work activities

5. Respond in a timely and positive way when others ask for help or information



1. You must have an appreciation of how to create and maintain working relationships, and why it is important to do so

2. You must have an appreciation of what the types of problems are that can affect relationships, and what actions can be taken to deal with specific difficulties

3. You must have an appreciation of what your own and others responsibilities are with regards to lines of communication and responsibilities


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NOS Title: PEM NOS 5: Prepare Work Areas for the Maintenance of Process Plant and Equipment

Overview: This unit is about your competence in preparing the work area in order to carry out the maintenance of process plant and equipment. You will be involved in activities such as clearing materials and equipment from the worksite, providing service supplies and completing isolations. You will be following your organisations safe working practices and working within the work permit procedures. This unit is common to the Mechanical, Electrical and Instrumentation & Control disciplines.


Prepare work areas for the maintenance of process plant and equipment


Scope/range: 1. The level and extent of responsibility will involve you being responsible for ensuring the preparations are carried out safely by following company defined procedures. You will be accountable for the integrity of the work and ensuring the work is recorded in a formal manner. Authorisation for proceeding with the work will be given by authorised signatories within the Permit to Work system

2. The type of work area to be prepared would include:

Chemicals manufacturing and petroleum sites

Controlled operational areas

Offshore installations

3. The type of work area preparations could involve ensuring that the location and condition of work environments are appropriate in terms of:

Layout

Security

Safety

Isolations (where relevant)

Accessibility

4. The type of work area protection and safety requirements will take into account any hazards due to the particular working conditions that could also include:

Working on access structures (scaffold)

At height

Inside systems and plant

Adverse weather conditions

Confined spaces

In shafts


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2. Ensure that the work environment is suitable for the work activities to be undertaken

3. Ensure that all necessary service supplies are connected and ready for use

4. Prepare the work areas so that they are ready for the engineering activities to be carried out

5. Make sure that required safety arrangements are in place to protect other workers from activities likely to disrupt normal working

6. Report completion of preparations in line with organisational procedures

7. Deal promptly and effectively with problems within your control and report those that cannot be resolved





3. You must have an appreciation of what the work area preparation requirements and methods are. This could be expected to include the location and whether condition of work environments is appropriate in terms of: layout, accessibility, isolations, safety and security

4. You must have a working knowledge of the potential problems and consequences of not preparing work areas correctly in relation to hazards which may occur

5. You must have an appreciation of the connection and operation of the applicable supply services and connection procedures related to the equipment relevant to the industry, including pneumatic, electrical and hydraulic tools

6. You must have an appreciation of your responsibilities with regard to the reporting lines and procedures in your working environment


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NOS Title: PEM NOS 6: Prepare Loads for Moving during Process Engineering Maintenance

Overview: This unit is about your competence in confirming the weight of the load, selecting the appropriate method, selecting and checking the equipment before moving the loads in line with organisational procedures. You will be involved in activities such as confirming the weight of the load, selecting slings and shackles, paying particular attention to lifting points and the balance of the load and ensuring safety of the work area. You will be following your organisations safe working practices and working within the work permit procedures. This unit is common to the Mechanical, Electrical and Instrumentation & Control disciplines.


Prepare loads for moving during process engineering maintenance

During this work you must take account of the relevant installation procedures and safe working practices AS THEY APPLY TO YOU.

Scope/range: 1. The moving methods and techniques to be used. This must include safe manual handling techniques as well as power assisted methods

2. The type of lifting, moving and handling equipment to be used of which the following are examples:

Hoists

Chain blocks

Winches

Hydraulic jacks

3. The characteristics of load to be moved which will take into account the:

Weight

Shape

Lifting points

Balance points

The type of location, i.e. the ease of access and final destination of load


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2. Establish the weight of the load to be moved

3. Determine the method and select suitable equipment to move the load

4. Check that the equipment to be used is capable of moving the load safely

5. Determine a suitable route for moving the load minimising risk to people and property

6. Ensure that the load is secured and protected before moving operations start

7. Deal promptly and effectively with problems within your control and report those that cannot be solved


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3. You must know which tools and equipment to use and how to use them

4. You must have a working knowledge of the lifting, moving and handling equipment, methods and techniques to be followed. This may include: slings and strops, trolleys (powered or manual), winches, rollers, hoists and jacks (hydraulic or screw)

5. You must have a working knowledge of how to establish the weight of loads by using manufacturers details, equipment labels, observation

6. You must have a working knowledge of what slinging and lifting methods and techniques can be applied. This may include: slings, strops, shackles

7. You must a working knowledge of how to care for lifting equipment and what control procedures are in place. This may include: storage, location, colour codes

8. You must have a working knowledge of the types of defects and faults that are possible with lifting equipment. This may include: incorrect certification date, frayed slings

9. You must have working knowledge and understanding of route planning methods and techniques. This may include: overhead, access points, walkways

10. You must have working knowledge and understanding what reporting lines and procedures to be followed as designated by the company procedures and could involve the: asset owner, plant supervisor, permit controller, work site colleagues, OIM


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NOS Title: PEM NOS 7: Move Loads during Process Engineering Maintenance

Overview: This unit is about your competence in moving loads using manually or power controlled equipment. You will be involved in activities such as positioning the equipment, attaching the lifting equipment, moving the load and positioning the load once it is in its final location. You will be following your organisations safe working practices and working within the work permit procedures. This unit is common to the Mechanical, Electrical and Instrumentation & Control disciplines.


Move loads during process engineering maintenance

During this work you must take account of the relevant installation procedures and safe working practices AS THEY APPLY TO YOU.

Scope/range: 1. The level and extent of responsibility will involve you being responsible for ensuring the equipment and work site is safe for others or yourself to work in by following defined procedures. You will be accountable for the integrity of the work site and ensuring the work is recorded in a formal manner. Authorisation for proceeding with the work will be given by authorised signatories within the Permit to Work system

2. The moving methods and techniques to be used will be as defined by the company and manufacturer

3. The type of moving, lifting and handling equipment to be used of which the following are examples:

Hoists

Chain blocks

Winches

Hydraulic jacks

4. The type and characteristics of the load to be moved taking into account:

Weight

Shape

Lifting points

Balance points

5. The final location of the load could include:

Process modules

Workshops

Containers


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2. Position the moving equipment so that the weight of the load is evenly distributed

3. Attach the appropriate handling equipment securely to the load, using approved methods to eliminate slippage

4. Confirm that the load is secure before moving

5. Move the load over the selected, suitable route

6. Position and release the load safely in its intended final location


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3. You must know which tools and equipment to use and how to use them

4. You must have working knowledge of the different methods and techniques of moving loads. This could be expected to include: slings and strops, trolleys (powered or manual), chain blocks, winches, rollers, hoists, jacks (hydraulic or screw)

5. You must have working knowledge of the appropriate lifting, moving and handling equipment used when moving loads. This could be expected to include: slings and strops, trolleys (powered or manual), chain blocks, winches, rollers, hoists, jacks (hydraulic or screw)

6. You must have working knowledge of what methods and techniques to be used to assess the load. This could be expected to include: manufacturers details, equipment labels and name plates, observation

7. You must have working knowledge of how to complete route planning and what techniques to use taking account of the obstructions and lifting opportunities

8. You must have working knowledge of how to care for lifting equipment care and what control procedures are in place. This could be expected to include: storage, colour coding, location

9. You must have working knowledge of what reporting lines and procedures to be followed as designated by the company procedures and could involve the: asset owner, plant supervisor, permit controller, work site colleagues, OIM


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NOS Title: PEM NOS 8: Hand Over Process Engineering Plant and Equipment

Overview: This unit is about your competence in completing safe and effective hand over of plant and equipment. It includes the hand over to others and your acceptance and confirmation of responsibility for the control of the plant and equipment. This unit is common to the Electrical, Mechanical and Instrument & Control disciplines.


Hand over plant and equipment

Accept and confirm responsibility for the control of plant and equipment


Scope/range: 1. The level and extent of responsibility is limited to working within clearly defined specifications for hand over situations. In some cases, you may still be expected to refer to others for final authorisation, even though you remain responsible for identifying and implementing decisions

2. The type of products or assets could include:

Systems & sub-systems

Process equipment

New installations

3. The hand over procedures and environments may be under operational or non-operational conditions.

A typical example of a hand over during operational conditions could be:

Shift changes on continuous process plants

A typical example of hand over under non-operational conditions could be:

Between maintenance and operational teams at the end of an overhaul

Hand over of a large on-going maintenance project

Hand over from in-house maintenance teams to outside specialists

Shift to shift

4. The parties to hand over to could include:

Clients

Production operations

Maintenance engineers

Line supervisors


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5. The Complexity of hand-overs could include:

Written

Oral

Test documentation







Previous Version:

Adapted from Unit C3.1 of Process Engineering Maintenance NOS version February 2004. This unit is a contextualised version of two units produced by the OSC Eng Engineering Competence Standards (ECS 7.03 & 7.02) which was originally designated MPS Elec 16.


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2. Confirm and define the condition of the engineering products or assets in accordance with specifications

3. Clearly define and obtain agreement on the moment of transfer of responsibility

4. Communicate hand over of control as specified

5. Produce and maintain records of the hand over in accordance with organisational procedures

6. Make sure that the information received at hand over is accurate, up-to-date and complete

7. Seek additional information if there are any areas of doubt or lack of clarity

8. Provide proper support and co-ordination to those transferring control

9. Confirm and record acceptance of responsibility and control in line with agreed procedures





3. You must have a working knowledge and understanding of the types of support through your working relationships that can be offered to those transferring control

4. You must have a working knowledge and understanding of the hand over procedures for products or assets. This should include when the hand over should occur, how to confirm the precise moment of transfer, and why it is important to define the precise moment of transfer

5. You must have a working knowledge and understanding of the record and documentation systems and procedures. This should include the level of detail on the condition of engineering products/assets as required by different parties, how to confirm that information received at hand over is accurate and complete, and what the types of situation are where additional information and clarification might be required

6. You must have a working knowledge and understanding of your responsibilities with regard to the reporting lines and procedures in your working environment


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NOS Title: PEM NOS 9: Reinstate the Work Area after Completing the Maintenance of Process Engineering Plant and Equipment

Overview: This unit is about your competence in restoring the work area to a safe condition prior to returning to operations. You will be required to identify and separate waste materials for disposal and identify and separate out materials suitable for storage and further use. You will be following your organisations safe working practices at all times and working within the work permit procedures. This unit is common to the Electrical, Mec

Documents

Process Engineering Maintenance Full Standard