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© Samoa Qualifications Authority 2013
ACKNOWLEDGEMENTS
This document was produced with the kind assistance of the Australian Government through the
Samoa-Australia Partnership for Development, under the TVET Strengthening Programme.
A note of appreciation is also extended to the hardworking members of the Trade Sector Advisory
Group who provided advice, industry feedback and constructive criticism in their advisory role
throughout this project.
Trades Sector Advisory Group Members
Papalii Grant Percival, Representative, SUNGO (CHAIRMAN)
Hobart Vaai, Manager Member Services, National Private Sector Organisation Samoa
Tupai Mau Simanu, Registrar, Institute of Professional Engineers Samoa
Maria Leota, President, Samoa Refrigeration Engineers Association
Papalii Pasi Poloa, President, Samoa Master Builders Association
Letiu Tamatoa S Penaia, Chairman, Samoa Plumbers Association
Sera Moananu, Training Coordinator, SUNGO
Eseta Faafeu-Hope, Dean Faculty of Applied Sciences, National University of Samoa
Father Chris Ford, Principal, Don Bosco Technical Centre
Rev Uale Misifoa, Principal, Laumua o Punaoa Technical & Creative Centre
Sa’u Taupisi Faamau, ACEO Apprenticeship, Employment & Labour Market, MCIL
Elsa Fruean, ACEO Asset Management Building, MWTI
Elisaia Talouli, ACEO Corporate Services, MNRE
Tagaloa Patricia Ah Chong-Fruean, Manager Human Resources, EPC
Kolone Tikeri, Human Resources Coordinator, SWA
Sepelini Su’a, Secondary Curriculum Officer Design Technology, MESC
Ropati Mualia, Principal Officer, HR Planning & Development Services, PSC
Tuiavii Alapati Pupi, President, Samoa Motor Trades Association
Tea Tepora Wright, ACEO Qualifications Services, SQA
Fagalima Tuatagaloa, Principal Qualifications Officer, SQA
This document is copyright.
Reproduction of material from the document is welcomed with acknowledgement of the source.
Reproduction for sale is not allowed without permission from
The Chief Executive Officer
Samoa Qualifications Authority
P O Box L851
TATTE Building Level 2 SOGI, SAMOA
Email: [email protected]
Page 3 of 184
© Samoa Qualifications Authority 2013
CONTENTS
PURPOSE OF THIS DOCUMENT ...................................................................................................... 6
DEVELOPMENT PROCESS ................................................................................................................ 6
DEFINITIONS ....................................................................................................................................... 6
SECTOR INFORMATION ................................................................................................................... 7
OCCUPATIONAL INFORMATION ................................................................................................... 8
LEARNING AND CAREER PATHWAYS ......................................................................................... 9
SAMOA QUALIFICATIONS AND NATIONAL COMPETENCY STANDARDS MATRIX........ 10
CODING FOR SAMOA QUALIFICATIONS ............................................................................ 10
CODING FOR NATIONAL COMPETENCY STANDARDS ................................................... 10
Samoa Certificate I Trades Foundation Skills .............................................................................. 15
Samoa Certificate II Fitting and Machining ................................................................................. 17
Samoa Certificate III Fitting and Machining ................................................................................ 19
Samoa Certificate IV Fitting and Machining (Mechanical Engineering) ..................................... 22
NATIONAL COMPETENCY STANDARDS .................................................................................... 25
ER26017 Demonstrate knowledge of lubricants and lubrication systems, and inspect lubrication
systems.......................................................................................................................................... 72
ER26018 Monitor the condition of machinery and equipment .................................................... 74
ER26019 Demonstrate basic engineering workshop skills under close supervision.................... 75
ER26020 Develop a simple product using engineering materials ................................................ 77
ER26021 Demonstrate knowledge of safety procedures in a specific engineering workshop ..... 79
ER26022 Apply hazard identification and risk assessment procedures in the workplace ........... 80
ER26023 Demonstrate knowledge of mathematical principles for mechanical engineering ....... 82
ER26024 Demonstrate knowledge of process control in mechanical engineering ...................... 83
ER26025Demonstrate knowledge of mechanical power transmission ........................................ 84
ER26026Demonstrate knowledge of modern manufacturing concepts and their significance in
plant maintenance ......................................................................................................................... 87
ER26027 Demonstrate knowledge of modern engineering plant maintenance practice .............. 88
ER26028 Perform planned maintenance work on mechanical equipment ................................... 90
ER26029 Describe the principles of static and dynamic balancing, and carry out static balancing
...................................................................................................................................................... 91
ER26030 Apply sketching techniques and produce drawings for mechanical engineering ......... 92
ER26031 Demonstrate knowledge of new technology developments relevant to the mechanical
engineering industry ..................................................................................................................... 93
Page 4 of 184
© Samoa Qualifications Authority 2013
ER26032 Carry out tests and measurements using approved procedures within mechanical
engineering contexts ..................................................................................................................... 94
ER26033 Demonstrate and apply knowledge of mechanical statics for mechanical engineering96
ER26035 Demonstrate basic knowledge of engineering materials .............................................. 99
ER26036 Select, use, and care for, engineering hand tools ....................................................... 100
ER26037 Select, use, and care for simple measuring devices used in engineering ................... 101
ER26038 Manually construct plane geometric shapes for engineering ..................................... 102
ER26039 Demonstrate knowledge of common engineering metals .......................................... 103
ER26040 Demonstrate knowledge of the composition of common engineering metals ........... 105
ER26041 Safely shut down and isolate machines and equipment ............................................. 107
ER26042 Select, use and maintain portable hand held engineering power tools ....................... 108
ER26043 Demonstrate knowledge of fasteners used in mechanical engineering ...................... 109
ER26045 Shift loads in engineering installation, maintenance, and fabrication work ............... 110
ER26046 Demonstrate knowledge of safety on engineering worksites ..................................... 112
ER29001 Demonstrate and apply knowledge of machine leveling and alignment .................... 115
ER29002 Perform basic mechanical engineering machining operations under supervision ...... 116
ER29003 Demonstrate knowledge of basic mechanics for mechanical engineering trades ...... 119
ER29004 Demonstrate and apply knowledge of mechanical fitting .......................................... 120
ER29005 Carry out heat treatment of metal parts under supervision ......................................... 122
ER29006 Test the physical properties of engineering metals .................................................... 123
ER29007 Demonstrate knowledge of heat treatment for engineering steels.............................. 124
ER29008 Demonstrate knowledge of heat treatment for engineering non-ferrous metals ........ 126
ER29009 Demonstrate knowledge of engineering tool steels .................................................... 127
ER29010 Select, use, and care for engineering dimensional measuring equipment .................. 129
ER29011 Select, use, and care for engineering marking-out equipment ................................... 130
ER29012 Demonstrate knowledge of fits, limits, and tolerances in engineering ....................... 131
ER29013 Service machines and equipment ............................................................................... 132
ER29014 Align machinery and equipment ................................................................................ 133
ER29015 Assemble mechanical components under supervision ............................................... 134
ER29016 Assemble and fit precision components ..................................................................... 136
ER29017 Assemble and fit precision tooling ............................................................................. 137
ER29018 Demonstrate and apply knowledge of manually controlled machining operations ... 138
ER29019 Produce components by performing engineering turning operations ......................... 141
ER29020 Produce components by performing engineering milling operations ......................... 142
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© Samoa Qualifications Authority 2013
ER29021 Demonstrate and apply knowledge of setting and operating CNC engineering
machines ..................................................................................................................................... 143
ER29022 Demonstrate and apply knowledge of programming CNC engineering machines .... 145
ER29023 Level machinery and equipment ................................................................................ 146
ER30001 Perform basic fabrication operations under supervision ............................................ 147
ER31029 Cut metals using manual thermal processes ............................................................... 150
ER31030 Demonstrate and apply knowledge of safe welding procedures under supervision ... 151
ER31031 Demonstrate and apply knowledge of welding low carbon steel ............................... 153
ER31032 Demonstrate and apply knowledge of welding aluminium and stainless steel .......... 156
ANNEX 1: THE SAMOA QUALIFICATIONS FRAMEWORK .................................................... 159
ANNEX 2: SQF LEVEL OUTCOME DESCRIPTORS ................................................................... 160
ANNEX 3: SQF FIELDS AND SUBFIELDS ................................................................................. 165
Page 6 of 184
© Samoa Qualifications Authority 2013
PURPOSE OF THIS DOCUMENT
The purpose of this document is provide information on National Competency Standards and
associated Samoa Qualifications for training providers who are currently delivering or planning to
deliver training to prepare individuals for work in the Fitting and Machining Trade.
This document contains the National Competency Standards and Samoa Qualifications for
recognising and assessing people’s skills within the Fitting and Machining Trade, as well as other
information that training providers will find useful.
All Samoa Qualifications listed in this document have been registered on the Samoa Qualifications
Framework.
DEVELOPMENT PROCESS
The National Competency Standards and Samoa Qualifications contained in this document were
developed using the processes outlined in the SQA Guidelines for Development of National
Competency Standards, and the SQA Guidelines for Development of National Qualifications. These
are:
1. Needs Analysis
2. Drafting
3. Validation
4. Endorsement
Sector stakeholders were consulted at every stage of this process to ensure the resulting product
reflected essential competencies for workplace performance.
A Sector Advisory Group made up of representatives of government, non-government, industry,
employer and professional organisations played an advisory role to SQA through the development of
these National Competency Standards and Samoa Qualifications.
DEFINITIONS
Samoa
Qualifications
Qualifications developed to meet a specific priority national need or interest
and whose development has involved, and has widespread endorsement by,
the appropriate national industry, profession or community related to the
qualification outcomes.
National
Competency
Standard (NCS)
National Competency Standards are specifications of competency required to
perform job roles within a particular industry or sector.
Learning outcome These are the building blocks of the NCS. They describe the activities that
must be completed in order to perform the function described in the NCS title.
Performance
Standard
The performance standards describe how an assessor could judge whether the
learning outcome has been achieved.
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© Samoa Qualifications Authority 2013
SECTOR INFORMATION
The Fitting and Machining occupation is one of the essential occupations within the Manufacturing
Industry1
1 https://mycareer.com.au/sector/manufacturing/sub/fitting-machining/
MANUFACTURING
FITTING AND
MACHINING MANAGEMENT
AND
SUPERVISORY
STORES AND WAREHOUSING
MACHINE
OPERATING
PROCESS
WORK
PACKER/
FILER
PLANNING
AND
SCHEDULING
ASSEMBLY
LINE
INDUSTRIAL
DESIGN
SALES
TOOLMAKER
Page 8 of 184
© Samoa Qualifications Authority 2013
OCCUPATIONAL INFORMATION
Fitter machinists are mechanical engineering tradespersons who have combined specialisation in
mechanical fitting and metal machining.
A fitter fits and assembles parts and sub-assemblies made from metal and other materials to make
production machinery and other equipment. Their work generally can be divided into three areas:
marking out work to be done, assembling and installing machine components, and maintaining and
repairing them. They may be known as bench fitters, diesel fitter mechanics, fitter machinists, fitter
welders, fluid power fitters or maintenance fitters.
Fitters may shrink-fit parts during assembly, using oxy-acetylene torches and presses, dry ice and
carbon dioxide freezing; manufacture, repair and fault-find hydraulic and pneumatic equipment;
inspect machinery and make repairs; and erect machinery and equipment on site.
A metal machinist sets up and operates tools to cut, shape and form metal stock and castings to exact
sizes, using detailed drawings, CAD systems and specifications. They machine metal components
from single to complex form.
Metal machinists can specialise in many types of machining work such as turning, drilling, boring,
milling, shaping or grinding. Machinists increasingly specialise in the use of computer-controlled
machines that accurately cut or electrically erode shapes.
Mechanical engineering tradespersons may…
examine detailed drawings or specifications to find out job, material and equipment
requirements
set up and adjust metalworking machines and equipment
operate machines to produce parts or tools by turning, boring, milling, planing, shaping,
slotting, grinding or drilling metal stock or components
fit and assemble metal parts, tools or sub-assemblies, including the welding or brazing of
parts
cut, thread, bend and install hydraulic and pneumatic pipes and lines
dismantle faulty tools and assemblies and repair or replace defective parts
set up and-or operate hand and machine tools, welding equipment or computer numerically
controlled (CNC) machines
check accuracy and quality of finished parts, tools or sub-assemblies2.
2http://www.makeit.net.au/01_start_out_job.php?job=Fitter%20and%20Machinist&jobarea=Mechanical§or=Heav
y%20Machinery%20and%20Equipment
Page 9 of 184
© Samoa Qualifications Authority 2013
LEARNING AND CAREER PATHWAYS
ENTRY
EQUIREMENT
SAMOA
QUALIFICATIONS
CAREER
OPPORTUNITIES
OPEN ENTRY
Samoa Certificate 1 Trades Foundation
Skills
Work as a Beginner in a trade field
RECO
GN
ITIO
N O
F CU
RREN
T CO
MPETEN
CY
SAMOA SCHOOL
CERTIFICATE(SSC)
Samoa Certificate II Fitting and Machining
Work under supervision of a
qualified tradesperson
PSSC/SSLC Samoa Certificate III
Fitting and Machining Work as Assistant to a qualified tradesperson
Samoa Certificate IV
Fitting and Machining Work as a qualified
tradesperson
Page 10 of 184
SAMOA QUALIFICATIONS AND NATIONAL COMPETENCY STANDARDS MATRIX
CODE SAMOA QUALIFICATIONS NCS
CREDIT
ERI-1301
Samoa Certificate I Trades Foundation Skills
74
ERII-1305
Samoa Certificate II Fitting and Machining
116
ERIII-1306
Samoa Certificate III Fitting and Machining
158
ERIV-1304
Samoa Certificate IV Fitting and Machining (Mechanical Engineering)
147
CODING FOR SAMOA QUALIFICATIONS
Once registered on the Samoa Qualifications Framework, Samoa Qualifications are assigned a coding based on:
1.The first 2 letters indicate the SQF Field, followed by
2. Roman Numeral (I-X) to indicate SQF Level, followed by
3.The last 2 digits of the year the qualification was registered, followed by
4. Numbering consecutively from 01-99
CODING FOR NATIONAL COMPETENCY STANDARDS
1. The first two Letters indicate the SQF Field, followed by
2. Two Numbers (01,…45,… 91,…) to indicate the Subfield in which the NCS falls, followed by
3. Numbering consecutively from 001-999
The list of SQF Fields and NCS Subfields are in Annex 3 of this document.
Page 11 of 184
© Samoa Qualifications Authority 2013
NATIONAL COMPETENCY STANDARDS
CODE
NATIONAL COMPETENCY STANDARDS
LE
VE
L
CR
ED
IT
Cer
t I
TF
S
Cer
t II
Pl
Cer
t II
I P
l
Cer
t IV
Pl
ER18003 Describe motor vehicle safe motoring requirements and general locations of systems
and components.
I 4
ER19001 Disassemble and reassemble a single cylinder or multi-cylinder four stroke engine
under supervision.
I 2
ER19002 Remove and replace road wheels in the motor industry. I 1 MF02005 Apply mathematical processes to workplace projects II 3 MF09003 Attend to customer enquiries face-to-face and on the telephone I 2 MF09006 Demonstrate and apply knowledge of a personal computer system I 3 MF09015 Demonstrate care and timeliness as an employee I 4 MF09016 Complete a work experience placement I 2 MF09017 Participate and communicate in a team or group to complete a routine task I 2 MF09018 Complete an incident report I 2 AB10082 Use hardware and fastenings for a construction trades project I 2 AB10083 Use joints for a construction trades project I 3 AB10084 Demonstrate knowledge of construction and manufacturing materials used in
construction trades projects
I 4
ER45010 Draw and explain simple electrical diagrams II 4 HE22001 Demonstrate knowledge of workplace health and safety requirements I 3 AB18003 Identify and describe hand tools and testing equipment for plumbing II 2 AB18014 Identify and describe trade equipment and power tools used for plumbing II 1 ER26001 Demonstrate knowledge of trade calculations and units for mechanical engineering
trades
II 6
ER26002 Demonstrate and apply knowledge of international tolerancing in engineering IV 4
Page 12 of 184
© Samoa Qualifications Authority 2013
ER26003 Interpret mechanical engineering drawings III 5 ER26004 Create three-dimensional engineering models under supervision III 5 ER26005 Draw and interpret engineering sketches under supervision II 4 ER26006 Manually produce and interpret simple engineering component drawings under
supervision
II 8
ER26007 Demonstrate knowledge of hydraulics and hydraulic power systems II 5 ER26008 Demonstrate knowledge of pneumatics and pneumatic power systems II 5 ER26009 Repair and overhaul compressed air systems IV 5 ER26010 Repair and overhaul cooling systems IV 5 ER26011 Repair and overhaul pumps V 8 ER26012 Repair and overhaul valves IV 5 ER26013 Demonstrate knowledge of bearings used in machines and equipment III 8 ER26014 Replace static seals in machines and equipment III 5 ER26015 Demonstrate knowledge of pumps, fans and valves for mechanical engineering trades III 3 ER26016 Dismantle, inspect, assemble and test components IV 6 ER26017 Demonstrate knowledge of lubricants and lubrication systems and inspect lubrication
systems
III 5
ER26018 Monitor the condition of machinery and equipment IV 4 ER26019 Demonstrate basic engineering workshop skills under close supervision I 12 ER26020 Develop a simple product using engineering materials I 10 ER26021 Demonstrate knowledge of safety procedures in a specific engineering workshop I 2 ER26022 Apply hazard identification and risk assessment procedures in the workplace III 4 ER26023 Demonstrate knowledge of mathematical principles for mechanical engineering IV 15 ER26024 Demonstrate knowledge of process control in mechanical engineering IV 3 ER26025 Demonstrate knowledge of mechanical power transmission III 3 ER26026 Demonstrate knowledge of modern manufacturing concepts and their significance in
plant maintenance
IV 3
ER26027 Demonstrate knowledge of modern engineering plant maintenance practice IV 5 ER26028 Perform planned maintenance work on mechanical equipment IV 5 ER26029 Describe the principles of static and dynamic balancing, and carry out static balancing III 5 ER26030 Apply sketching techniques and produce drawings for mechanical engineering IV 11
Page 13 of 184
© Samoa Qualifications Authority 2013
ER26031 Demonstrate knowledge of new technology developments relevant to the mechanical
engineering industry
V 5
ER26032 Carry out tests and measurements using approved procedures within mechanical
engineering contexts
V 10
ER26033 Demonstrate and apply knowledge of mechanical statics for mechanical engineering IV 15 ER26034 Demonstrate knowledge of job costing in mechanical engineering IV 2 ER26035 Demonstrate basic knowledge of engineering materials II 4 ER26036 Select, use, and care for, engineering hand tools II 4 ER26037 Select, use, and care for simple measuring devices used in engineering I 2 ER26038 Manually construct plane geometric shapes for engineering II 3 ER26039 Demonstrate knowledge of common engineering metals III 4 ER26040 Demonstrate knowledge of the composition of common engineering metals III 4 ER26041 Safely shut down and isolate machines and equipment III 3 ER26042 Select, use and maintain portable hand held engineering power tools II 4 ER26043 Demonstrate knowledge of fasteners used in mechanical engineering II 1 ER26045 Shift loads in engineering installation, maintenance, and fabrication work II 2 ER26046 Demonstrate knowledge of safety on engineering sites II 1 ER26047 Apply safe working practices on engineering worksite II 2 ER29001 Demonstrate and apply knowledge of machine leveling and alignment III 3 ER29002 Perform basic mechanical engineering machining operations under supervision II 12 ER29003 Demonstrate knowledge of basic mechanics for mechanical engineering trades II 3 ER29004 Demonstrate and apply knowledge of mechanical fitting III 5 ER29005 Carry out heat treatment of metal parts under supervision II 2 ER29006 Test the physical properties of engineering metals IV 4 ER29007 Demonstrate knowledge of heat treatment for engineering steels IV 5 ER29008 Demonstrate knowledge of heat treatment for engineering non-ferrous metals IV 4 ER29009 Demonstrate knowledge of engineering tool steels V 5 ER29010 Select, use, and care for engineering dimensional measuring equipment II 3 ER29011 Select, use, and care for engineering marking-out equipment II 4 ER29012 Demonstrate knowledge of fits and limits and tolerance in engineering II 2
Page 14 of 184
© Samoa Qualifications Authority 2013
ER29013 Service machines and equipment II 4 ER29014 Align machinery and equipment IV 8 ER29015 Assemble mechanical components under supervision II 2 ER29016 Assemble and fits precision components III 10 ER29017 Assemble and fit precision tooling III 10 ER29018 Demonstrate and apply knowledge of manually controlled machining operations III 10 ER29019 Produce components by performing engineering turning operations III 15 ER29020 Produce components by performing engineering milling operations III 15 ER29021 Demonstrate and apply knowledge of setting and operating CNC engineering machines III 4 ER29022 Demonstrate and apply knowledge of programming CNC engineering machines III 4 ER29023 Level machinery and equipment III 4 ER30001 Perform basic fabrication operations under supervision II 12 ER31029 Cut metals using manual thermal processes III 4 ER31030 Demonstrate and apply knowledge of safe welding procedures under supervision II 3 ER31031 Demonstrate and apply knowledge of welding low carbon steel III 3 ER31032 Demonstrate and apply knowledge of welding aluminium and stainless steel III 4
Page 15 of 184
© Samoa Qualifications Authority 2013
SAMOA QUALIFICATIONS
Title Samoa Certificate I Trades Foundation Skills
SQF Level I Total Credit Value 74
Qualification
purpose statement
This qualification has been designed specifically to provide a progressive
pathway for people who may wish to integrate into a wide range of trade-
related occupations.
The Samoa Certificate I Trades Foundation Skills is awarded to learners who
have demonstrated competence in basic trade skills. In addition they will have
gained credit for literacy, numeracy, interpersonal, and communication skills.
These skills have been identified by employers as being important to ensure a
learner is equipped to operate, and be productive in the workplace and so make
an effective contribution to the workforce. Holders of this qualification will
also have credit for first aid and health and safety.
This qualification is intended to act as a springboard from which people may
progress towards other higher level qualifications. The inclusion of National
Competency Standards from the trades provides a pathway for students who
wish to continue their development with further trade training at an entry level.
The qualification is designed to maximise the international opportunities for
recognition of the skills inherent in the certificate.
OU
TC
OM
ES
ST
AT
EM
EN
T
Graduate
profile
This qualification will be awarded to individuals who have achieved all the
Learning Outcomes of the National Competency Standards listed below, and
hold a current First Aid Certificate.
NCS
Code
NCS Title SQF
Level
Credit
Value
ER18003 Describe motor vehicle safe motoring
requirements and general locations of systems
and components.
I 4
ER19001 Disassemble and reassemble a single cylinder
or multi-cylinder four stroke engine under
supervision.
I 2
ER19002 Remove and replace road wheels in the motor
industry.
I 1
MF02005 Apply mathematical processes to workplace
projects
II 3
MF09003 Attend to customer enquiries face-to-face and
on the telephone
I 2
MF09006 Demonstrate and apply knowledge of a personal
computer system
I 3
MF09015 Demonstrate care and timeliness as an
employee
I 4
MF09016 Complete a work experience placement I 2
MF09017 Participate and communicate in a team or group
to complete a routine task
I 2
MF09018 Complete an incident report I 2
AB10082 Use hardware and fastenings for a construction
trades project
I 2
AB10083 Use joints for a construction trades project I 3
Page 16 of 184
© Samoa Qualifications Authority 2013
AB10084 Demonstrate knowledge of construction and
manufacturing materials used in construction
trades projects
I 4
ER45010 Draw and explain simple electrical diagrams II 4
ER26019 Demonstrate basic engineering workshop skills
under close supervision
I 12
ER26020 Develop a simple product using engineering
materials
I 10
ER26021 Demonstrate knowledge of safety procedures in
a specific engineering workshop
I 2
ER26036 Select, use, and care for, engineering hand
tools
II 4
ER26037 Select, use, and care for simple measuring
devices used in engineering
I 2
HE22001 Demonstrate knowledge of workplace health
and safety requirements
I 3
AB18003 Identify and describe hand tools and testing
equipment for plumbing
II 2
AB18014 Identify and describe trade equipment and
power tools used for plumbing
II 1
Learning
pathway
Entry is open to anyone that wishes to gain this qualification.
This is a trades foundation skills training level qualification and forms the basis
for further training and study in the trade’s field. On completion of this
qualification graduates may progress onto the other Samoa Trades Certificates.
Career
pathway
Holders of this qualification may seek entry into further training in a variety of
trade sectors such as:
Carpentry & Joinery;
Fitting and Machining;
Welding & Fabrication;
Motor & Vehicle Mechanics;
Refrigeration & Air-conditioning;
Electrical Engineering; and
Plumbing.
Summary of
industry and
community
support
This qualification was developed in response to the ‘Post School Education and
Training: Strategic Plan 2008 – 2016’. It aligns with goals:
1. Enhanced post school education and training;
2. Increased relevance of PSET to national strategies;
3. Increased access to learning for all Samoans; and
4. Assured quality and international recognition for Samoan qualifications,
learning and skills.
Stakeholders in this Trade were consulted and involved at every stage of the
process, which consisted of Needs Analysis (Phase 1), writing of NCS and
packaging into Samoa Qualifications (Phase 2) and Industry Validation (Phase
3). Consultations during the Needs Analysis and Validation phases included
government organisations, non-government organisations and civil societies,
registered professional associations, PSET providers and the private sector.
As per normal process, SQA set up a Trades Sector Advisory Group (TSAG)
made up of representatives from Trades sector stakeholders to provide advice
Page 17 of 184
© Samoa Qualifications Authority 2013
and technical input into the development of the Trades NCS and Samoa
Qualifications (NQs). Representatives were invited from government
organisations, non-government organisations and civil societies, registered
professional associations, PSET providers and the private sector. These
additional NCS and SQ were developed and packaged by the SQA with the
assistance of the international consultant and with the advice of the Trades
Sector Advisory Group.
Endorsement of the Samoa Qualifications was sought from sector organisations
through the Trades Sector Advisory Group and through individual consultation
with stakeholders. This qualification and the National Competency Standards
contained within have received the endorsement of the Trades Sector Advisory
Group, as well as other organisations that chose to document their endorsement
individually.
Entry
requirements
Entry into this qualification is open to any individual who is interested to study
for trade qualifications. People entering into study for the Samoa Certificate I
Trades Foundation Skills may be secondary school students; those wishing to
return to study; or people that may have left school without any formal
qualifications.
Individuals who believe they have the requisite skills and knowledge for entry
into this qualification should apply for Recognition of Prior Learning/Current
Competency to the relevant provider.
Notwithstanding anything in this section, a provider may recommend a suitable
variation to the entry requirement when submitting their programme for
accreditation.
Moderation
requirements
Providers and assessors of this qualification or parts of this qualification must
comply with the SQA National Moderation System. Details of this system are
available from SQA.
Title Samoa Certificate II Fitting and Machining
SQF Level II Total Credit Value 116
Qualification
purpose statement
This qualification recognises competence in the fitting and machining industry
to work under the direct supervision of a qualified Fitting and Machining
Tradesperson.
The qualification is designed to maximise the international opportunities for
recognition of the skills inherent in the certificate.
OU
TC
OM
ES
ST
AT
EM
EN
T
Graduate
profile
This qualification will be awarded to individuals who have achieved the
Learning Outcomes of the National Competency Standards listed below and
hold a current First Aid Certificate.
NCS
Code
NCS Title SQF
Level
Credit
Value
HE22001 Demonstrate knowledge of workplace health
and safety requirements
I 3
ER26001 Demonstrate knowledge of trade calculations
and units for mechanical engineering trades
II 6
ER26005 Draw and interpret engineering sketches under
supervision
II 4
Page 18 of 184
© Samoa Qualifications Authority 2013
ER26006 Manually produce and interpret simple
engineering component drawings under
supervision
II 8
ER26019 Demonstrate basic engineering workshop skills
under close supervision
I 12
ER26020 Develop a simple product using engineering
materials
I 10
ER26021 Demonstrate knowledge of safety procedures in
a specific engineering workshop
I 2
ER26035 Demonstrate basic knowledge of engineering
materials
II 4
ER26036 Select, use, and care for, engineering hand tools II 4
ER26037 Select, use, and care for simple measuring
devices used in engineering
I 2
ER26038 Manually construct plane geometric shapes for
engineering
II 3
ER26042 Select, use and maintain portable hand held
engineering power tools
II 4
ER26043 Demonstrate knowledge of fasteners used in
mechanical engineering
II 1
ER26045 Shift loads in engineering installation,
maintenance, and fabrication work
II 2
ER26046 Demonstrate knowledge of safety on
engineering worksites
II 2
ER26047 Apply safe working practices on an engineering
worksite
II 2
ER29002 Perform basic mechanical engineering
machining operations under supervision
II 12
ER29003 Demonstrate knowledge of basic mechanics for
mechanical engineering trades
II 3
ER29005 Carry out treatment of metal parts under
supervision
II 2
ER29010 Select, use, and care for engineering
dimensional measuring equipment
II 3
ER29011 Select, use, and care for engineering marking-
out equipment
II 4
ER29012 Demonstrate knowledge of fits, limits and
tolerances in engineering
II 2
ER29013 Service machines and equipment II 4
ER29015 Assemble mechanical components under
supervision
II 2
ER30001 Perform basic fabrication operations under
supervision
II 12
ER31030 Demonstrate and apply knowledge of safe
welding procedures under supervision
II 3
Learning
pathway
On successful completion of this qualification graduates may progress to the
Samoa Certificate III Fitting and Machining.
Career
pathway
Individuals with this qualification are able to work under the supervision of a
qualified Fitting and Machining Tradesperson within this industry.
Summary of
industry and
This qualification was developed in response to the ‘Post School Education
and Training: Strategic Plan 2008 – 2016’. It aligns with goals:
Page 19 of 184
© Samoa Qualifications Authority 2013
community
support
1. Enhanced post school education and training;
2. Increased relevance of PSET to national strategies;
3. Increased access to learning for all Samoans; and
4. Assured quality and international recognition for Samoan qualifications,
learning and skills.
Stakeholders in this Trade were consulted and involved at every stage of the
process, which consisted of Needs Analysis (Phase 1), writing of NCS and
packaging into Samoa Qualifications (Phase 2) and Industry Validation (Phase
3). Consultations during the Needs Analysis and Validation phases included
government organisations, non-government organisations and civil societies,
registered professional associations, PSET providers and the private sector.
As per normal process, SQA set up a Trades Sector Advisory Group (TSAG)
made up of representatives from Trades sector stakeholders to provide advice
and technical input into the development of the Trades NCS and Samoa
Qualifications (NQs). Representatives were invited from government
organisations, non-government organisations and civil societies, registered
professional associations, PSET providers and the private sector. A Standards
Development Panel of 7 individuals were also contracted to write the NCS for
the seven trades’ occupations under the supervision of an international
consultant.
Endorsement of the Samoa Qualifications was sought from sector
organisations through the Trades Sector Advisory Group and through
individual consultation with stakeholders. This qualification and the National
Competency Standards contained within have received the endorsement of the
Trades Sector Advisory Group, as well as other organisations that chose to
document their endorsement individually.
Entry
requirements
Individuals entering into programmes of training leading to this qualification
should have successfully completed:
the Samoa Certificate I Foundation Trades Skills or
the Samoa Schools Certificate (SSC).
Individuals who believe that they have the requisite skills and knowledge for
entry into this qualification should apply for Recognition of Prior
Learning/Current Competency to the relevant provider.
Moderation
requirements
Providers and assessors of this qualification or parts of this qualification must
comply with the SQA National Moderation System. Details of this system are
available from SQA.
Title Samoa Certificate III Fitting and Machining
SQF Level III Total Credit Value 158
Qualification
purpose statement
This qualification recognises competence to work within the fitting and
machining industry at the level of an assistant to a qualified Fitting and
Machining Tradesperson.
The qualification is designed to maximise the international opportunities for
recognition of the skills inherent in the certificate.
Graduate This qualification will be awarded to people who have met the requirements of
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© Samoa Qualifications Authority 2013
profile the learning outcomes of the compulsory NCS listed below and hold a current
First Aid Certificate.
NCS
Code
NCS Title SQF
Level
Credit
Value
ER26003 Interpret mechanical engineering drawings III 5
ER26004 Create three-dimensional engineering models
under supervision
III 5
ER26007 Demonstrate knowledge of hydraulics and
hydraulic power systems
II 5
ER26008 Demonstrate knowledge of pneumatics and
pneumatic power systems
II 5
ER26013 Demonstrate knowledge of bearings used in
machines and equipment
III 8
ER26014 Replace static seals in machines and equipment III 5
ER26015 Demonstrate knowledge of pumps, fans, and
valves for mechanical engineering trades
III 3
ER26017 Demonstrate knowledge of lubricants and
lubrication systems, and inspect lubrication
systems
III 5
ER26022 Apply hazard identification and risk assessment
procedures in the workplace
III 4
ER26025 Demonstrate knowledge of mechanical power
transmission
III 3
ER26029 Describe the principles of static and dynamic
balancing, and carry out static balancing
III 5
ER26039 Demonstrate knowledge of common engineering
metals
III 4
ER26040 Demonstrate knowledge of the composition of
common engineering metals
III 4
ER26041 Safely shut down and isolate machines and
equipment
III 3
ER29001 Demonstrate and apply knowledge of machine
leveling and alignment
III 3
ER29004 Demonstrate and apply knowledge of
mechanical fitting
III 5
ER29016 Assemble and fit precision components III 10
ER29017 Assemble and fit precision tooling III 10
ER29018 Demonstrate and apply knowledge of manually
controlled machining operations
III 10
ER29019 Produce components by performing engineering
turning operations
III 15
ER29020 Produce components by performing engineering
milling operations
III 15
ER29021 Demonstrate and apply knowledge of setting and
operating CNC engineering machines
III 4
ER29022 Demonstrate and apply knowledge of
programming CNC engineering machines
III 4
ER29023 Level machinery and equipment III 4
ER31029 Cut metals using manual thermal processes III 4
ER31031 Demonstrate and apply knowledge of welding
low carbon steel
III 3
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ER31032 Demonstrate and apply knowledge of welding
aluminium and stainless steel
III 4
Learning
pathway
Individuals are expected to progress from the Samoa Certificate Level II Fitting
and Machining to this qualification.
On successful completion of this qualification, graduates may progress to the
Samoa Certificate Level IV Fitting and Machining or further training in the
industry.
Career
pathway
Individuals with this qualification are able to work as Fitting and Machining
Trade apprentices as an assistant to a qualified Fitting and Machining
Tradesperson within this Industry.
Summary of
industry and
community
support
This qualification was developed in response to the ‘Post School Education and
Training: Strategic Plan 2008 – 2016’. It aligns with goals:
1. Enhanced post school education and training;
2. Increased relevance of PSET to national strategies;
3. Increased access to learning for all Samoans; and
4. Assured quality and international recognition for Samoan qualifications,
learning and skills.
Stakeholders in this Trade were consulted and involved at every stage of the
process, which consisted of Needs Analysis (Phase 1), writing of NCS and
packaging into Samoa Qualifications (Phase 2) and Industry Validation (Phase
3). Consultations during the Needs Analysis and Validation phases included
government organisations, non-government organisations and civil societies,
registered professional associations, PSET providers and the private sector.
As per normal process, SQA set up a Trades Sector Advisory Group (TSAG)
made up of representatives from Trades sector stakeholders to provide advice
and technical input into the development of the Trades NCS and Samoa
Qualifications (NQs). Representatives were invited from government
organisations, non-government organisations and civil societies, registered
professional associations, PSET providers and the private sector. A Standards
Development Panel of 7 individuals were also contracted to write the NCS for
the seven trades’ occupations under the supervision of an international
consultant.
Endorsement of the Samoa Qualifications was sought from sector organisations
through the Trades Sector Advisory Group and through individual consultation
with stakeholders. This qualification and the National Competency Standards
contained within have received the endorsement of the Trades Sector Advisory
Group, as well as other organisations that chose to document their endorsement
individually.
Entry
requirements
Individuals entering into programmes of training leading to this qualification
should have successfully completed:
the Samoa Certificate II Fitting and Machining or
the Pacific Senior Secondary Certificate (PSSC)/SSSC.
Individuals who believe they have the requisite skills and knowledge for entry
into this qualification should apply for Recognition of Prior Learning/Current
Competency to the relevant provider.
Moderation
requirements
Providers and assessors of this qualification or parts of this qualification must
comply with the SQA National Moderation System. Details of this system are
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© Samoa Qualifications Authority 2013
available from SQA.
Title Samoa Certificate IV Fitting and Machining (Mechanical Engineering)
SQF Level IV Total Credit Value 147
Qualification
purpose statement
This qualification recognises full competence to work within the fitting and
machining industry as a qualified Fitting and Machining Tradesperson.
The qualification is designed to maximise the international opportunities for
recognition of the skills inherent in the certificate.
OU
TC
OM
ES
ST
AT
EM
EN
T
Graduate
profile
This qualification will be awarded to people who have met the requirements of
the learning outcomes of the compulsory NCS listed below and hold a current
First Aid Certificate.
NCS
Code
NCS Title SQF
Level
Credit
Value
ER26002 Demonstrate and apply knowledge of
international tolerancing in engineering
IV 4
ER26009 Repair and overhaul compressed air systems IV 5
ER26010 Repair and overhaul cooling systems IV 5
ER26011 Repair and overhaul pumps V 8
ER26012 Repair and overhaul valves IV 5
ER26016 Dismantle, inspect, assemble and test
components
IV 6
ER26018 Monitor the condition of machinery and
equipment
IV 10
ER26023 Demonstrate knowledge of mathematical
principles for mechanical engineering
IV 15
ER26024 Demonstrate knowledge of process control in
mechanical engineering
IV 3
ER26026 Demonstrate knowledge of modern
manufacturing concepts and their significance in
plant maintenance
IV 3
ER26027 Demonstrate knowledge of modern engineering
plant maintenance practice
IV 5
ER26028 Perform planned maintenance work on
mechanical equipment
IV 5
ER26030 Apply sketching techniques and produce
drawings for mechanical engineering
IV 11
ER26031 Demonstrate knowledge of new technology
developments relevant to the mechanical
engineering industry
V 5
ER26032 Carry out tests and measurements using
approved procedures within mechanical
engineering contexts
V 10
ER26033 Demonstrate and apply knowledge of
mechanical statics for mechanical engineering
IV 15
ER26034 Demonstrate knowledge of job costing in
mechanical engineering
IV 2
ER29006 Test the physical properties of engineering
metals
IV 4
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ER29007 Demonstrate knowledge of heat treatment for
engineering steels
IV 5
ER29008 Demonstrate knowledge of heat treatment for
engineering non-ferrous metals
IV 4
ER29009 Demonstrate knowledge of engineering tool
steels
V 5
ER29014 Align machinery and equipment IV 8
Learning
pathway
Individuals are expected to progress from the Samoa Certificate Level III
Fitting and Machining to this qualification.
On successful completion of this qualification, graduates may progress to
further training in the industry.
Career
pathway
Individuals with this qualification are considered as qualified Fitting and
Machining Trades people. They are able to set up as commercial Fitting and
Machining Trades people (Mechanical Engineer) and operate unsupervised,
and may be responsible for on-the-job training of others for the Fitting and
Machining trade/industry.
Summary of
industry and
community support
This qualification was developed in response to the ‘Post School Education
and Training: Strategic Plan 2008 – 2016’. It aligns with goals:
1. Enhanced post school education and training;
2. Increased relevance of PSET to national strategies;
3. Increased access to learning for all Samoans; and
4. Assured quality and international recognition for Samoan qualifications,
learning and skills.
Stakeholders in this Trade were consulted and involved at every stage of the
process, which consisted of Needs Analysis (Phase 1), writing of NCS and
packaging into Samoa Qualifications (Phase 2) and Industry Validation (Phase
3). Consultations during the Needs Analysis and Validation phases included
government organisations, non-government organisations and civil societies,
registered professional associations, PSET providers and the private sector.
As per normal process, SQA set up a Trades Sector Advisory Group (TSAG)
made up of representatives from Trades sector stakeholders to provide advice
and technical input into the development of the Trades NCS and Samoa
Qualifications (NQs). Representatives were invited from government
organisations, non-government organisations and civil societies, registered
professional associations, PSET providers and the private sector. A Standards
Development Panel of 7 individuals were also contracted to write the NCS for
the seven trades’ occupations under the supervision of an international
consultant.
Endorsement of the Samoa Qualifications was sought from sector
organisations through the Trades Sector Advisory Group and through
individual consultation with stakeholders. This qualification and the National
Competency Standards contained within have received the endorsement of the
Trades Sector Advisory Group, as well as other organisations that chose to
document their endorsement individually
Entry requirements Individuals entering into programmes of training leading to this qualification
should have successfully completed the Samoa Certificate Level III Fitting and
Machining.
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© Samoa Qualifications Authority 2013
Individuals who believe they have the requisite skills and knowledge for entry
into this qualification should apply for Recognition of Prior Learning/Current
Competency to the relevant provider.
Moderation
requirements
Providers and assessors of this qualification or parts of this qualification must
comply with the SQA National Moderation System. Details of this system are
available from SQA.
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© Samoa Qualifications Authority 2013
NATIONAL COMPETENCY STANDARDS
NCS Code and Title ER18003 Describe motor vehicle safe motoring requirements and general
locations of systems and component
SQF Level I NCS Credit Value 4
NCS Purpose
Statement
This NCS is for people entering into most Vehicle Mechanics service
occupations or for anyone who requires a general guide to the mechanics of a
motor vehicle.
People credited with this NCS are able to demonstrate knowledge of motor
vehicle safe motoring requirements, and identify the layout of the components
and systems for a motor vehicle.
Classification Field – Engineering and Related Technologies
Subfield – Automotive Engineering
Learning Outcome 1 Demonstrate knowledge of motor vehicle safe motoring requirements.
Performance
Standard 1.1
The importance of identifying vehicle details is described in terms of ensuring
all relevant details are available for company records and job requirements.
Range Statement: Make, model, year registered, registration number,
vehicle identification number (VIN), odometer or hour meter reading, colour,
distinguishing features.
Performance
Standard 1.2
The purpose of a Warrant of Fitness (WoF) and Certificate of Fitness (CoF) is
explained in terms of road worthiness and legislative requirements.
Range Statement: Ensuring vehicle has a minimum safety standard,
complying with traffic regulations.
Performance
Standard 1.3
The use and value of the owner’s handbook and service schedule are
described in terms of accessing vehicle information.
Range Statement: Operation of vehicle’s controls, information on basic
adjustments for driving comfort and safety, maintenance schedule, general
specifications.
Learning Outcome 2 Identify the layout of the components and systems for a motor vehicle.
Range Statement: One of – light vehicle or heavy vehicle.
Performance
Standard 2.1
The general layouts of motor vehicle systems are identified in accordance
with vehicle manufacturer specifications.
Range Statement: Engine, drive train and transmission, body and chassis,
brakes, steering, suspension, electrical and fuel systems.
Performance
Standard 2.2
Major vehicle components are identified by appearance and their general
location on a vehicle in accordance with vehicle manufacturer specifications.
Range Statement: Engine components; drive train and transmission; body
and chassis components; braking, steering, and suspension components;
electrical and fuel system components.
Explanatory Notes Assessment Information
Providers must be accredited by SQA, or an inter-institutional body with
delegated authority for quality assurance, before they can report credits from
assessment against NCSs or deliver courses of study leading to that
assessment.
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© Samoa Qualifications Authority 2013
Resources
Requirement
Training vehicles, hoist, floor jerk
Suggested
Assessment Methods
Oral and written questioning will be used to back up workshop performance.
To be awarded successful completion for this NCS, learners must meet all of
Performance Standard.
Responsible SAG Trades Sector Advisory Group
Registration date 31st January, 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER19001 Disassemble and reassemble a single cylinder or multi-cylinder
four stroke engine under supervision
SQF Level I NCS Credit Value 2
NCS Purpose
Statement
This NCS is for people who wish to gain experience on the mechanics of
engines.
People credited with this NCS are, under supervision, able to disassemble an
engine, and reassemble an engine.
Classification Field – Engineering and Related Technologies
Subfield – Vehicle Mechanics
Learning Outcome 1 Disassemble an engine under supervision.
Performance
Standard 1.1
Safe working practices are observed throughout the task according to
legislative requirements.
Range Statement: Personal safety, safety of others, no damage to equipment
Performance
Standard 1.2
Suitable tools and equipment are selected and used that enable the engine to
be disassembled according to the engine or vehicle manufacturer’s
instructions.
Performance
Standard 1.3
Engine assembly is inspected before disassembling to ensure exterior dirt and
oil are removed.
Performance
Standard 1.4
Engine assembly is secured on an engine stand so that it is safe.
Performance
Standard 1.5
Cylinder head and sump are removed in a manner that minimises damage to
parts and fasteners.
Performance
Standard 1.6
Parts and fasteners are stored in a parts tray suitable for the purpose.
Performance
Standard 1.7
Crankshaft and piston assembly or assemblies are removed from the engine in
the manner and sequence recommended by the engine or vehicle
manufacturer.
Performance
Standard1.8
Parts are laid out and tabulated for easy identification.
Learning Outcome 2 Reassemble an engine under supervision.
Performance
Standard2.1
Safe working practices are observed throughout the task according to
legislative requirements.
Range Statement: Personal safety, safety of others, no damage to
equipment.
Performance
Standard2.2
Suitable tools and equipment are selected and used that enable the engine to
be reassembled according to the engine or vehicle manufacturer’s
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© Samoa Qualifications Authority 2013
instructions.
Performance
Standard2.3
Oil and water passages are identified and the flow paths of lubricating oil and
coolant are determined according to the engine or vehicle manufacturer’s
specifications.
Performance
Standard 2.4
Engine components are assembled in the manner and sequence recommended
by the manufacturer, and all tightening torques strictly adhered to according
to the manufacturer’s specifications.
Explanatory Notes Definition
Suitable tools and equipment means industry approved tools and equipment
that are recognised within the industry as being the most suited to complete
the task in a professional and competent manner with due regard to safe
working practices.
Suggested
Assessment Methods
Oral and written questioning will be used to back up workshop performance.
This questioning will be validated through the use of practical check sheets.
To be awarded successful completion for this NCS, learners must meet all of
Performance Standard.
Responsible SAG Trades Sector Advisory Group
Registration date 31st January, 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER19002 Remove and replace road wheels in the motor industry
SQF Level I NCS Credit Value 1
NCS Purpose
Statement
This NCS is for people who are at pre-employment level or who have
recently started work in the motor industry.
People credited with this NCS are able to remove vehicle wheels, and replace
vehicle wheels.
Classification Field – Engineering and Related Technologies
Subfield - Vehicle Mechanics
Learning Outcome 1 Remove vehicle wheels.
Performance
Standard 1.1
Types of wheels are identified.
Range Statement: Alloy, steel; car, light and/or heavy commercial vehicle.
Performance
Standard 1.2
Tools and equipment are selected to enable the wheels to be removed
according to the vehicle manufacturer’s specifications and company policy.
Range Statement: May include but is not limited to – wheel brace, jack,
axle stands, puzzle nut, keys, air tools.
Performance
Standard 1.3
Wheel nuts are loosened and vehicle is raised and supported in the position
specified by the vehicle manufacturer.
Range Statement: Jack, hoist, stands.
Performance
Standard 1.4
Wheels are removed without damage to the vehicle, wheels, and threads of
the nuts or studs; relocation positions are marked; the wheels are checked for
damage.
Performance
Standard 1.5
Safe working practices are carried out throughout the tasks according to
industry requirements.
Learning Outcome 2 Replace vehicle wheels.
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Performance
Standard 2.1
Vehicle is lowered with no injury to self or other people or damage to vehicle.
Performance
Standard 2.2
Wheels are tightened to the torque specified by the vehicle manufacturer.
Performance
Standard 2.3
Safe working practices are carried out throughout the task according to
legislative requirements.
Range Statement: Personal safety, safety to others; vehicle, tools, and
equipment safety
Explanatory Notes Definition
Suitable tools and equipment means industry approved tools and equipment
that are recognised within the industry as being the most suited to complete
the task in a professional and competent manner with due regard to safe
working practices.
Suggested
Assessment Methods
Assessment method for this NCS is designed to ensure that edge.
Oral and written questioning will be used to back up workshop performance.
This questioning will be validated through the use of practical check sheets.
To be awarded successful completion for this NCS, learners must meet all the
Performance Standard.
Responsible SAG Trades Sector Advisory Group
Registration date 31st January, 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title MF02005 Apply mathematical processes to workplace projects
SQF Level II NCS Credit Value 3
NCS Purpose
Statement
People credited with this NCS are able to establish outcome requirements and
select mathematical methods for solving problems, and use mathematical
skills to solve problems for workplace projects.
Classification Field – Mixed Field
Subfield – Literacy and Numeracy Programmes
Learning Outcome 1 Establish outcome requirements and select mathematical methods for solving
problems for workplace projects.
Performance
Standard 1.1
Outcome requirements of the situations are identified.
Performance
Standard 1.2
Methods chosen are in accordance with the situation and the problem.
Range Statement: A combination of two of the following – numerical
calculation, measurement, geometry, trigonometry.
Learning Outcome 2 Use mathematical skills to solve problems for workplace projects.
Range Statement: Trigonometry and at least one of the following –
numerical calculation, measurement, geometry.
Performance
Standard 2.1
Chosen methods are applied in the context of the situations provided.
Performance
Standard 2.2
Mathematical skills are used in conjunction to solve problems.
Performance
Standard 2.3
Solutions are accurate, and consistent with the outcome requirements of the
problems.
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Performance
Standard 2.4
Information and results are accurately presented.
Range Statement: Includes – cutting lists, job sheets, diagrams
Explanatory Notes Evidence for achieving credit in this NCS must be related to four different
practical workplace projects, preferably from practical NCSs in the trades
skills or related sectors at Level 2.
Assessment against this NCS may occur in a wide range of environments,
including workplaces, school workshops, work experience workplaces or
other training establishments.
Numerical calculations may include: addition, subtraction, multiplication,
division, converting fractions to decimals and percentages, and vice versa,
square, square root, using formulae to calculate area and volume.
Calculators and computers may be used in achievement of credit for this
NCS.
Suggested
Assessment Methods
Assessment methods must assess theoretical and practical knowledge and
skills. To assess competence, assessment methods could be chosen from the
following range of methods:
Written examinations to assess theoretical knowledge
Oral examinations to assess theoretical and practical knowledge
Practical sessions and examinations to demonstrate knowledge of tools and
equipment and how/when to use them
Role plays to demonstrate practical skills application
Projects to demonstrate breadth of knowledge
Case studies and problem-solving exercises
Assessment in a real or simulated work environment
Assessment should be carried out in situations as close as possible to real life
situations.
Responsible SAG Trades Sector Advisory Group
Registration date 4th
December, 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
Information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title MF09003 Attend to customer enquiries face-to-face and on the telephone
SQF Level I NCS Credit Value 2
NCS Purpose
Statement
This NCS is for those people working, or intending to work, in industries
where customer contact skills are required.
People credited with this NCS are able to explain why personal hygiene and
personal care requirements are important factors in the workplace; attend to
customer enquiries face-to-face; and attend to customer enquiries over the
telephone.
Classification Field – Mixed Field
Subfield – Work Practices Programmes
Learning Outcome 1 Explain why personal hygiene and personal care requirements are important
factors in a workplace.
Performance
Standard 1.1
Reasons why personal hygiene and personal care requirements are important
factors in the workplace are explained in terms of health and safety, customer
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© Samoa Qualifications Authority 2013
satisfaction, workplace image, personal image.
Range Statement: Personal hygiene and personal care requirements include
but are not limited to – hair, hands and nails, feet, body, face, teeth, clothing;
may include – accessories including body jewellery, uniform requirements,
dress guidelines.
Learning Outcome 2 Attend to customer enquiries face-to-face.
Performance
Standard 2.1
Customer is greeted in accordance with workplace requirements.
Range Statement: Greeting may include but is not limited to – smile, polite
language, appropriate welcoming phrase, appropriate non-verbal
communication.
Performance
Standard 2.2
Purpose of enquiry and customer needs is ascertained in accordance with
workplace requirements.
Range Statement: Needs may include but are not limited to – notification of
arrival to specific person/s, directions, collection of material, delivery of
material.
Performance
Standard 2.3
Customer enquiries are responded to in accordance with workplace
requirements.
Range Statement: Action taken, farewell statement.
Learning Outcome 3 Attend to customer enquiries over the telephone.
Performance
Standard 3.1
Call is answered and telephone communication skills are demonstrated in
accordance with workplace requirements.
Range Statement: Must include but is not limited to – timeliness, courtesy,
clarity, personal identification, active listening, giving accurate information.
Performance
Standard 3.2
Personal details of caller are recorded in accordance with workplace
requirements.
Performance
Standard 3.3
Details of enquiries are noted and checked for accuracy with caller.
Performance
Standard 3.4
Customer enquiries are responded to in accordance with workplace
requirements.
Range Statement: Action taken, farewell statement.
Performance
Standard 3.5
Instances where enquiries should be referred to experienced staff are
identified and acted upon in accordance with workplace requirements.
Explanatory Notes This NCS can be assessed against in a real or simulated workplace.
Definitions
Attend to may include dealing to the situation oneself or referring to another
person.
Customer refers to both internal and external customers and refers to the
recipient of goods and/or services.
Customer enquiries refer to requests for help, requests for information,
requests for orders.
Workplace refers to any workplace, worksite and/or training or educational
establishment.
Workplace requirements are documented policies and procedures or
established protocols for workplace performance.
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Legislation relevant to this NCS is the Occupational Safety and Health (OSH)
Act 2002.
Suggested
Assessment Methods
Assessment methods must assess theoretical and practical knowledge and
skills. To assess competence, assessment methods could be chosen from the
following range of methods:
Written examinations to assess theoretical knowledge
Oral examinations to assess theoretical and practical knowledge
Practical sessions and examinations to demonstrate knowledge of tools and
equipment and how/when to use them
Role plays to demonstrate practical skills application
Projects to demonstrate breadth of knowledge
Case studies and problem-solving exercises
Assessment in a real or simulated work environment
Assessment should be carried out in situations as close as possible to real life
situations.
Responsible SAG Trades Sector Advisory Group
Registration date 4th
December, 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
Information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title MF09006 Demonstrate and apply knowledge of a personal computer
system
SQF Level I NCS Credit Value 3
NCS Purpose
Statement
People credited with this NCS are able to demonstrate knowledge of the
hardware components of a personal computer system; demonstrate knowledge
of the operation of the system and application software of a personal
computer; operate a printer; complete basic operation and maintenance
procedures for a personal computer system; and demonstrate knowledge of
ergonomic requirements for the safe operation of a personal computer system.
Classification Field – Mixed Field
Subfield – Work Practices Programmes
Learning Outcome 1 Demonstrate knowledge of the hardware components of a personal computer
system.
Range Statement: Hardware components may include but are not limited to
– central processing unit, motherboard, keyboard, mouse, display monitor,
disk drive, Random Access Memory (RAM), Read Only Memory (ROM),
printer, digital camera, scanner, modem, WiFi, connection to a network or the
Internet. Evidence of six hardware components is required but must include
RAM and ROM.
Performance
Standard 1.1
Hardware components are identified in terms of device type and functions.
Range Statement: Device types include but are not limited to – input,
storage, output, processing.
Performance
Standard 1.2
The interaction of components is identified in terms of the flow of data
between them.
Learning Outcome 2 Demonstrate knowledge of the operation of the system and application
software of a personal computer.
Performance
Standard 2.1
System software is identified and described in terms of its purpose and
operation.
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Performance
Standard 2.2
Application software is identified and its purpose stated in terms of outputs.
Range Statement: Common software applications may include but are not
limited to – word processing, spreadsheet, database, desktop publishing,
graphics, communication, multimedia, web browser. Evidence of four
applications is required.
Performance
Standard 2.3
The interaction between system software and application software is
described.
Learning Outcome 3 Operate a printer.
Performance
Standard 3.1
Data from a personal computer is displayed on printed output media.
Range Statement: Data from a minimum of four different applications is
printed.
Performance
Standard 3.2
Simple printer hardware faults and printer related error messages are
identified and remedied.
Range Statement: Remedies must be demonstrated or explained for a
minimum of two faults.
Learning Outcome 4 Complete basic operation and maintenance procedures for a personal
computer system.
Performance
Standard 4.1
The basic components of a personal computer system are connected to enable
it to be operated safely.
Range Statement: Components may include but are not limited to – system
unit, keyboard, monitor, mouse or other pointing device, power leads, digital
camera, scanner, portable external storage, modem, connection to a network
or the Internet. Evidence of five examples is required.
Performance
Standard 4.2
A personal computer system is powered up according to organisational
requirements and confirmed as working.
Performance
Standard 4.3
Simple hardware faults are identified and corrected or reported according to
organisational requirements.
Range Statement: May include but is not limited to – faulty components,
loose or disconnected plugs. A minimum of three faults are identified,
corrected or reported.
Performance
Standard 4.4
A personal computer system is cared for and maintained according to
organisational requirements.
Range Statement: May include but is not limited to – cleaning, replenishing
consumables, use of system protection and/or maintenance utility software.
Evidence of maintenance of one of each of hardware and software is required.
Learning Outcome 5 Demonstrate knowledge of ergonomic principles for the safe operation of a
personal computer system.
Range Statement: According to an approved code of practice.
Performance
Standard 5.1
Ergonomic principles are explained in terms of user physical well-being.
Range Statement: Three of – desk dimensions, posture in chair and seating
height; feet placement; position of monitor, keyboard, and mouse relative to
user; rest periods and exercises.
Performance
Standard 5.2
Ergonomic requirements are explained in terms of environment.
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Range Statement: Any two of – space, housekeeping, atmospheric conditions,
noise, lighting, décor, printer location.
Explanatory Notes Demonstration of knowledge can be oral, written, practical, or a combination,
as appropriate to the assessment situation. For learning outcomes 3 and 4,
practical demonstration is expected. However, in relation to evidence for
performance standard 4.1, candidates may demonstrate that they know how to
connect the components if workplace policy precludes a practical
demonstration.
Definitions
Application software refers to software operated by end-users rather than the
computer system itself, e.g. word-processing.
Organisational requirements mean the documented policies and procedures
or commonly accepted practices of a workplace, school or training provider.
Candidates must be provided with these prior to assessment against this NCS.
System software refers to software employed by the computer system rather
than end-users, e.g. operating systems.
Legislation relevant to this NCS is the Occupational Safety and Health (OSH)
Act 2002.
Suggested
Assessment Methods
Assessment methods must assess theoretical and practical knowledge and
skills. To assess competence, assessment methods could be chosen from the
following range of methods:
Written examinations to assess theoretical knowledge
Oral examinations to assess theoretical and practical knowledge
Practical sessions and examinations to demonstrate knowledge of tools and
equipment and how/when to use them
Role plays to demonstrate practical skills application
Projects to demonstrate breadth of knowledge
Case studies and problem-solving exercises
Assessment in a real or simulated work environment
Assessment should be carried out in situations as close as possible to real life
situations.
Responsible SAG Trade Sector Advisory Group
Registration date 4th
December, 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
Information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title MF09015 Demonstrate care and timeliness as an employee
SQF Level I NCS Credit Value 4
NCS Purpose
Statement
People credited with this NCS are able to describe and demonstrate care and
timeliness as an employee.
Classification Field – Mixed Field
Subfield – Work Practices Programmes
Learning Outcome 1 Describe care and timeliness as an employee.
Performance
Standard 1.1
Personal presentation requirements are described in terms of suitability for the
work performed and meeting organisational standards including those for
safety.
Range Statement: Requirements include – clothing, footwear, grooming, and
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personal hygiene.
Performance
Standard 1.2
Appropriate use of language in relating to supervisors, co-workers, and any
customers and/or visitors is described in accordance with workplace
requirements.
Performance
Standard 1.3
Personal behaviour that can lead to disciplinary action, including dismissal, is
described in accordance with workplace requirements.
Range Statement: Behaviour includes – theft, assault, fighting, intoxication,
damage to property, harassment.
Performance
Standard 1.4
Minimum personal obligations under the HSE are described in terms of health
and safety in the workplace.
Performance
Standard 1.5
Responsibilities as an employee are described in terms of timeliness in the
workplace.
Range Statement: Working day, breaks, meetings, appointments, absences,
deadlines.
Learning Outcome 2 Demonstrate care and timeliness as an employee.
Range Statement: For 20 working days.
Performance
Standard 2.1
Care and timeliness as an employee are demonstrated in the workplace in
accordance with workplace requirements.
Performance
Standard 2.2
Equipment and materials are treated with due care and attention in accordance
with workplace requirements.
Performance
Standard 2.3
Use of language in relating to supervisors, co-workers, and any customers
and/or visitors is in accordance with workplace requirements.
Performance
Standard 2.4
Tasks are completed in accordance with workplace requirements.
Explanatory Notes Definitions
Tasks include work performed for an employer or work performed as a
student or trainee in a work placement environment. This environment may
be within an educational organisation, providing the workplace environment
is realistically simulated; and all aspects and requirements of this NCS are
met.
Workplace requirements refer to documented policies and procedures or
established protocols for workplace performance.
This NCS is intended for employees who are familiar with workplace
requirements and have sufficient experience in the workplace to commence a
20 day work programme.
20 working days must allow for, but not count, valid absences, so that a total
of 20 days is worked excluding any valid absence. In the case of a non-valid
absence, the period of 20 days restarts.
Competency for this NCS requires consistent performance of care and
timeliness throughout the assessment period and employer attestation of
competence in the workplace.
Legislation relevant to this NCS is the Occupational Safety and Health (OSH)
Act 2002.
Suggested
Assessment Methods
Assessment methods must assess theoretical and practical knowledge and
skills. To assess competence, assessment methods could be chosen from the
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following range of methods:
Written examinations to assess theoretical knowledge
Oral examinations to assess theoretical and practical knowledge
Practical sessions and examinations to demonstrate knowledge of tools and
equipment and how/when to use them
Role plays to demonstrate practical skills application
Projects to demonstrate breadth of knowledge
Case studies and problem-solving exercises
Assessment in a real or simulated work environment
Assessment should be carried out in situations as close as possible to real life
situations.
Responsible SAG Trades Sector Advisory Group
Registration date 4th
December, 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
Information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title MF09016 Complete a work experience placement
SQF Level I NCS Credit Value 2
NCS Purpose
Statement
People credited with this NCS are able to prepare for a work experience
placement; carry out the placement; and reflect on the results of the
placement.
Classification Field – Mixed Field
Subfield – Work Practices Programmes
Learning Outcome 1 Prepare for a work experience placement.
Performance
Standard 1.1
Learning goals are set that relate to gaining knowledge of work preferences,
the types of work, workplace requirements, and the purpose of the
organisation.
Performance
Standard 1.2
Tasks are identified that achieve the set learning goals.
Performance
Standard 1.3
Organisational expectations are described in terms of basic health and safety
requirements, timeliness, personal presentation and care in accordance with
statutory and workplace requirements.
Learning Outcome 2 Carry out the placement.
Performance
Standard 2.1
Identified tasks are carried out based on an agreement with the supervisor.
Performance
Standard 2.2
Any opportunities for gaining work-related knowledge beyond the set
learning goals are responded to and are recorded.
Performance
Standard 2.3
Organisational expectations are met in terms of health and safety
requirements, timeliness, and personal presentation and care in accordance
with statutory and workplace requirements.
Learning Outcome 3 Reflect on the results of the placement.
Performance
Standard 3.1
Reflection identifies own work preferences and prospects in terms of the
work experience placement.
Performance
Standard 3.2
Reflection identifies additional benefits of the work experience placement in
terms of own learning.
Range Statement: May include but are not limited to – self-knowledge, skills
gained, knowledge of role of unions, knowledge of work demands,
employment contacts, education and/or training information. Evidence of
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three is required.
Explanatory Notes Examples of processes that may be used to assess this NCS are: observation,
discussion, hands-on experience, worksite supervisor feedback.
During assessment against this NCS, statutory and workplace requirements
must be met, including the requirements of the Occupational Safety and
Health (OSH) Act 2002.
The work experience placement must be one which provides the opportunity
for gaining new knowledge, and reflection, in terms of the evidence
requirements.
Definition
Workplace requirements are documented policies and procedures or
established protocols for workplace performance.
Legislation relevant to this NCS is the Occupational Safety and Health (OSH)
Act 2002.
Suggested
Assessment Methods
Assessment methods must assess theoretical and practical knowledge and
skills. To assess competence, assessment methods could be chosen from the
following range of methods:
Written examinations to assess theoretical knowledge
Oral examinations to assess theoretical and practical knowledge
Practical sessions and examinations to demonstrate knowledge of tools and
equipment and how/when to use them
Role plays to demonstrate practical skills application
Projects to demonstrate breadth of knowledge
Case studies and problem-solving exercises
Assessment in a real or simulated work environment
Assessment should be carried out in situations as close as possible to real life
situations.
Responsible SAG Trades Sector Advisory Group
Registration date 4th
December, 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
Information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title MF09017 Participate and communicate in a team or group to complete a
routine task
SQF Level I NCS Credit Value 2
NCS Purpose
Statement
People credited with this NCS are able to identify team or group roles and
responsibilities in relation to a routine task, and participate and communicate
within a team or group to complete a routine task.
Classification Field – Mixed Field
Subfield – Work Practices Programmes
Learning Outcome 1 Identify team or group roles and responsibilities in relation to a routine task.
Performance
Standard 1.1
The task is defined.
Performance
Standard 1.2
Team or group roles are identified in terms of structure, purpose, and
accountabilities.
Performance Individual responsibilities and accountabilities are identified and agreed to
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Standard 1.3 within the team or group context.
Learning Outcome 2 Participate and communicate in a team or group to complete a routine task.
Performance
Standard 2.1
Own agreed responsibilities and accountabilities are met in terms of
participation and communication.
Performance
Standard 2.2
Ideas, information, and/or opinions relevant to the task are contributed, with
respect being shown for the contributions of others.
Explanatory Notes Definitions
Routine task means a task for which there is a single acceptable solution or
outcome which is easily verified. The task is achieved using a standard path
and is familiar to every member of the team or group. The task requirements
are constant, and involve few operations or areas of knowledge and no
complexity of skill.
Team or group means more than two people.
In any team or group activity each candidate must have a significant role to be
able to provide sufficient evidence for the assessment of individual
performance.
Suggested
Assessment Methods
Assessment methods must assess theoretical and practical knowledge and
skills. To assess competence, assessment methods could be chosen from the
following range of methods:
Written examinations to assess theoretical knowledge
Oral examinations to assess theoretical and practical knowledge
Practical sessions and examinations to demonstrate knowledge of tools and
equipment and how/when to use them
Role plays to demonstrate practical skills application
Projects to demonstrate breadth of knowledge
Case studies and problem-solving exercises
Assessment in a real or simulated work environment
Assessment should be carried out in situations as close as possible to real life
situations.
Responsible SAG Trade Sector Advisory Group
Registration date 4th
December, 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
Information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title MF09018 Complete an incident report
SQF Level I NCS Credit Value 2
NCS Purpose
Statement
People credited with this NCS are able to complete an incident report.
Classification Field – Mixed Field
Subfield – Work Practices Programmes
Learning Outcome 1 Complete an incident report.
Performance
Standard 1.1
Information in the report is factual, relevant, accurate, and complete.
Performance
Standard 1.2
Events are reported chronologically.
Performance
Standard 1.3
The report is expressed in a relevant format.
Performance Vocabulary, including any technical language used, is precise, clear, and
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Standard 1.4 contributes to a relevant tone for the report.
Performance
Standard 1.5
Punctuation, spelling, and grammar errors do not appreciably affect the
intention of the report.
Explanatory Notes The candidate’s writing competence should be assessed after they have been
given the opportunity to edit and proof read their work.
In this NCS, relevant means fitness for purpose, in terms of:
the purpose of the report
the context, situation, occasion
the subject matter
the intended reader(s)
all organisational requirements, which must be or closely resemble the actual
requirements of an actual workplace.
An incident report could be about an accident, a machine breakdown, a
spillage, a quality problem, or a staff shortage.
Candidates may complete a pre-printed incident report form to fulfil the
requirements of this NCS.
Legislation relevant to this NCS is the Occupational Safety and Health (OSH)
Act 2002.
Suggested
Assessment Methods
Assessment methods must assess theoretical and practical knowledge and
skills. To assess competence, assessment methods could be chosen from the
following range of methods:
Written examinations to assess theoretical knowledge
Oral examinations to assess theoretical and practical knowledge
Practical sessions and examinations to demonstrate knowledge of tools and
equipment and how/when to use them
Role plays to demonstrate practical skills application
Projects to demonstrate breadth of knowledge
Case studies and problem-solving exercises
Assessment in a real or simulated work environment
This NCS can be assessed against in an actual workplace or other context
using naturally occurring evidence, or in a classroom context.
Responsible SAG Trade Sector Advisory Group
Registration date 4th
December, 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
Information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title AB10082 Use hardware and fastenings for a construction trades project
SQF Level I NCS Credit Value 2
NCS Purpose
Statement
This NCS has been designed to be achieved in a building, construction and
allied trades skills programme.
People credited with this NCS are able to establish hardware and fastening
requirements and select hardware and fastenings; use hardware and
fastenings; and complete work operations on a construction trades project.
Classification Field – Architecture & Building
Subfield – Carpentry & Joinery
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Learning Outcome 1 Identify and describe types of hardware and fastenings and select hardware
and fastenings for a construction trades project.
Performance
Standard 1.1
Types of hardware and fastenings are identified and described in terms of
purpose and use.
Range Statement: Nails, screws, bolts, common hinges, handles, locks,
latches, timber connectors, adhesives, wheels/castors.
Performance
Standard 1.2
Job specifications are obtained, and verified with the supervisor, in
accordance with workplace practice.
Performance
Standard 1.3
Hardware and fastenings are selected in accordance with job specifications.
Learning Outcome 2 Use hardware and fastenings for a construction trades project.
Range Statement: Any three of – nails, screws, bolts, common hinges,
handles, locks, latches, timber connectors, adhesives, wheels/castors.
Performance
Standard 2.1
The selected hardware and fastenings are used in accordance with job
specifications, manufacturer’s instructions, and workplace practice.
Learning Outcome 3 Complete work operations for a construction trades project.
Performance
Standard 3.1
All operations are safely completed in accordance with workplace practice.
Performance
Standard 3.2
Work place, tools, plant and equipment are cleaned, and tools, plant and
equipment are stored in accordance with workplace practice.
Explanatory Notes Definitions
Job specifications refer to documented instructions (oral, written, graphic)
and may include the following: specifications from a supervisor, or project
specific drawings or requirements.
Workplace practice refers to the documented procedures specific to
environments such as workplaces, school workshops, work experience
workplaces, or other training establishments, which set out the standard and
required practices of that environment.
Assessment against this NCS may occur in a wide range of environments,
including workplaces, school workshops, work experience workplaces, or
other training establishments.
Candidates are required to complete a specified project as evidence for
assessment against this NCS. Examples of suitable projects include: coffee
tables, trinket boxes, dog kennels, rabbit hutches, tool boxes, bedside
cabinets, go karts, or projects of similar complexity.
Legislation relevant to this NCS is the Occupational Safety and Health (OSH)
Act 2002.
Suggested
Assessment Methods
Assessment methods must assess theoretical and practical knowledge and
skills. To assess competence, assessment methods could be chosen from the
following range of methods:
Written examinations to assess theoretical knowledge
Oral examinations to assess theoretical and practical knowledge
Practical sessions and examinations to demonstrate knowledge of tools and
equipment and how/when to use them
Role plays to demonstrate practical skills application
Projects to demonstrate breadth of knowledge
Case studies and problem-solving exercises
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Assessment in a real or simulated work environment
Assessment should be carried out in situations as close as possible to real life
situations.
Responsible SAG Trades Sector Advisory Group
Registration date 4th
December, 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
Information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title AB10083 Use joints for a construction trades project
SQF Level I NCS Credit Value 3
NCS Purpose
Statement
This NCS has been designed to be achieved in a building, construction and
allied trades skills programme.
People credited with this NCS are able to identify and describe types of joints
and select jointing methods; use joints; and complete work operations for a
construction trades project.
Classification Field – Architecture & Building
Subfield – Carpentry & Joinery
Learning Outcome 1 Identify and describe types of joints and select jointing methods for a
construction trades project.
Performance
Standard 1.1
Types of joints are identified and described in terms of purpose and method
of construction.
Range Statement: Mitre, dovetail, housing, mortise and tenon, rebated,
halving, dowelled, biscuit, welded, soldered, riveted.
Performance
Standard 1.2
Job specifications are obtained, and verified with the supervisor, in
accordance with workplace practice.
Performance
Standard 1.3
Jointing requirements are identified from job specifications.
Performance
Standard 1.4
Jointing methods are selected in accordance with job specifications.
Learning Outcome 2 Use joints for a construction trades project.
Range Statement: Any two of – mitre, dovetail, housing, mortise and tenon,
rebated, halving, dowelled, biscuit, welded, soldered, riveted.
Performance
Standard 2.1
Joints are set out and cut in accordance with job specifications and workplace
practice.
Performance
Standard 2.2
Joints are assembled and fixed in accordance with job specifications and
workplace practice.
Learning Outcome 3 Complete work operations for a construction trades project.
Performance
Standard 3.1
All operations are safely completed in accordance with workplace practice.
Performance
Standard 3.2
Work place, tools, plant and equipment are cleaned, and tools, plant and
equipment are stored in accordance with workplace practice.
Explanatory Notes Definitions
Job specifications refer to documented instructions (oral, written, graphic)
and may include the following: specifications from a supervisor, or project
specific drawings or requirements.
Workplace practice refers to the documented procedures specific to
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environments such as workplaces, school workshops, work experience
workplaces, or other training establishments, which set out the standard and
required practices of that environment.
Assessment against this NCS may occur in a wide range of environments,
including workplaces, school workshops, work experience workplaces, or
other training establishments.
Candidates are required to complete a specified project as evidence for
assessment against this NCS. Examples of suitable projects include: coffee
tables, trinket boxes, dog kennels, rabbit hutches, tool boxes, bedside
cabinets, go karts, or projects of similar complexity.
Legislation relevant to this NCS is the Occupational Safety and Health (OSH)
Act 2002.
Suggested
Assessment Methods
Assessment methods must assess theoretical and practical knowledge and
skills. To assess competence, assessment methods could be chosen from the
following range of methods:
Written examinations to assess theoretical knowledge
Oral examinations to assess theoretical and practical knowledge
Practical sessions and examinations to demonstrate knowledge of tools and
equipment and how/when to use them
Role plays to demonstrate practical skills application
Projects to demonstrate breadth of knowledge
Case studies and problem-solving exercises
Assessment in a real or simulated work environment
Assessment should be carried out in situations as close as possible to real life
situations.
Responsible SAG Trades Sector Advisory Group
Registration date 4th
December, 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
Information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title AB10084 Demonstrate knowledge of construction and manufacturing
materials used in construction trades projects
SQF Level I NCS Credit Value 4
NCS Purpose
Statement
This NCS has been designed to be achieved in a building, construction and
allied trades skills programme.
People credited with this NCS are able to establish job requirements and
select construction and manufacturing materials for a construction trades
project, and describe the properties of selected materials and evaluate their
suitability to meet project requirements.
Classification Field – Architecture & Building
Subfield – Carpentry & Joinery
Learning Outcome 1 Establish job requirements and select construction and manufacturing
materials for a construction trades project.
Performance
Standard 1.1
Job requirements for the project are identified from job specifications.
Performance Materials are selected in accordance with the project requirements.
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Standard 1.2
Learning Outcome 2 Describe the properties of selected materials and evaluate their suitability to
meet project requirements.
Range Statement: Any four materials, one of which must be a timber.
Performance
Standard 2.1
The properties of selected materials are described.
Range Statement: Appearance, working qualities, strength, and structural
stability.
Performance
Standard 2.2
The purpose of selected materials is described in accordance with project
requirements.
Performance
Standard 2.3
Factors influencing the selection of materials are described.
Range Statement: Any three of – design, aesthetics, ergonomics, cost,
availability, jointing methods, durability, health and safety requirements.
Performance
Standard 2.4
The properties and qualities are compared and evaluated between the selected,
and alternative, materials.
Performance
Standard 2.5
Reasons for choosing the selected materials are described.
Explanatory Notes Definition
Specifications refer to documented instructions (oral, written, graphic) and
may include the following: specifications from a supervisor or project specific
drawings or requirements.
Assessment against this NCS may occur in a wide range of environments,
including workplaces, school workshops, work experience workplaces, or
other training establishments.
Evidence must be provided for four materials and their applications.
Materials must include timber, and may include manufactured board, metal,
plastic, glass, concrete, mechanical fasteners, adhesives, finishing materials,
upholstery (fabric or leather).
Legislation relevant to this NCS is the Occupational Safety and Health (OSH)
Act 2002.
Suggested
Assessment Methods
Assessment methods must assess theoretical and practical knowledge and
skills. To assess competence, assessment methods could be chosen from the
following range of methods:
Written examinations to assess theoretical knowledge
Oral examinations to assess theoretical and practical knowledge
Practical sessions and examinations to demonstrate knowledge of tools and
equipment and how/when to use them
Role plays to demonstrate practical skills application
Projects to demonstrate breadth of knowledge
Case studies and problem-solving exercises
Assessment in a real or simulated work environment
Assessment should be carried out in situations as close as possible to real life
situations.
Responsible SAG Trades Sector Advisory Group
Registration date 4th
December, 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation Providers and assessors of this NCS must comply with the SQA National
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Information Moderation System. Details of this system are available from SQA.
NCS Code and Title ER45010 Draw and explain simple electrical diagrams
SQF Level II NCS Credit Value 4
NCS Purpose
Statement
This NCS covers drawing practice for electricians and related trades.
People credited with this NCS are able to draw and explain simple electrical
circuit diagrams; draw electrical location diagrams; draw single-line diagrams
for electricity distribution; and draw a schematic circuit, block, and wiring
diagrams from inspection of a given electrical product.
Classification Field – Engineering & Related Technology
Subfield – Electrical Engineering
Learning Outcome 1 Draw and explain simple electrical circuit diagrams.
Range Statement: Circuit diagrams – series, parallel, and series-parallel
connections; using switches, outlets, lamps, ammeters, voltmeters, fuses,
resistors, batteries, single-phase supply.
Performance
Standard 1.1
Circuitry is electrically functional
Performance
Standard 1.2
Standard symbols are used.
Performance
Standard 1.3
Operation of circuits is explained with reference to current paths
Learning Outcome 2 Draw electrical location diagrams.
Range Statement: location diagrams for domestic or small commercial
installation.
Performance
Standard 2.1
Location diagrams are drawn to scale.
Performance
Standard 2.2
Standard symbols are used
Performance
Standard 2.3
A legend of symbols is included
Learning Outcome 3 Draw single-line diagrams for electricity distribution.
Performance
Standard 3.1
Circuitry is electrically functional.
Performance
Standard 3.2
Equipment ratings and cable sizes are shown.
Performance
Standard 3.3
Standard symbols are used.
Performance
Standard 3.4
Purpose of line diagrams is explained according to industry practice
Learning Outcome 4 Draw a schematic circuit diagram from inspection of a given electrical
product.
Range Statement: Product may be any one of – electrical appliance,
complete installation or any process, machine or equipment featuring
electrical control.
Performance
Standard 4.1
Circuit diagram is drawn by inspection of the physical product.
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Performance
Standard 4.2
Drawn circuit is electrically functional and a true representation of the
physical product.
Performance
Standard 4.3
Standard symbols are used.
Learning Outcome 5 Draw an electrical block diagram of a given electrical product.
Range Statement: Product may be any one of – electrical appliance,
complete installation or any process, machine or equipment featuring
electrical control.
Performance
Standard 5.1
Block diagram correctly depicts the functional units of the product
Performance
Standard 5.2
Standard symbols are used.
Learning Outcome 6 Draw an electrical wiring diagram of a given electrical product.
Range Statement: Product may be any one of – electrical appliance,
complete installation or any process, machine or equipment featuring
electrical control.
Performance
Standard 6.1
Wiring diagram correctly depicts the physical interconnection of components
of the product.
Performance
Standard 6.2
Wiring diagram is functionally correct.
Suggested
assessment method
Assessment method for this NCS is designed to ensure that students are given
every opportunity to demonstrate competence and the relevant underpinning
knowledge.
Oral questioning will be used to back up workshop performance. This
questioning will be validated through the use of practical check sheets to
record skill related task.
Practical work must meet all of the standards documented
Responsible SAG Trades Sector Advisory Group
Registration date 31st January, 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title
HE22001 Demonstrate knowledge of workplace health and safety
requirements
SQF Level I NCS Credit Value 3
NCS Purpose
Statement
People credited with this unit standard are able to: identify and describe
legislative rights and responsibilities for workplace health and safety;
describe the systems approach to workplace health and safety; and explain
how hazards are defined in the OSH Act 2002.
Classification Field – Health
Subfield – Occupational Health & Safety
Learning Outcome 1 Identify and describe legislative rights and responsibilities for workplace
health and safety.
Performance
Standard 1.1
Responsibilities of employers under the OSH Act 2002 are identified and
described.
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Range Statement: Responsibilities include but are not limited to – taking all
practicable steps to ensure the safety of employees, providing personal
protective clothing and equipment, managing hazards, providing supervision
and training.
Performance
Standard 1.2
Responsibilities and rights of employees under the OSH Act 2002are
identified and described.
Range Statement: Responsibilities and rights include but are not limited to –
protecting the health and safety of self and others, using protective clothing
and equipment, the right to refuse unsafe work, to be adequately supervised
and/or trained
Learning Outcome 2 Describe the systems approach to workplace health and safety.
Performance
Standard 2.1
The principal systems are described in terms of their requirements.
Range Statement: Principal systems include but are not limited to –
emergency procedures, training, employee participation, incident and hazard
reporting, hazard management.
Performance
Standard 2.2
The hierarchy of hazard management controls is described in terms of
eliminating, isolating, and minimizing hazards.
Range Statement: Evidence is required of two examples each of eliminating,
isolating, and minimizing hazards.
Learning Outcome 3 Explain how hazards are defined in the OSH Act 2002.
Performance
Standard 3.1
Hazards are defined in terms of the requirements in the OSH Act 2002.
Range Statement: Evidence is required of examples of four different types
of hazards.
Explanatory Notes Legislation relevant to this NCS includes Occupational Safety and Health
(OSH) Act 2002.
Assessment Information
This unit standard is intended for use by employees as well as students and
those on pre-employment training, and may be assessed in either a provider or
workplace environment.
Suggested
assessment methods
Assessment Test, Assignment.
Resource
requirements
Safety signs, Safety gears, Fire fighting equipments, First Aid Kit.
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January, 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title
AB18003 Identify and describe hand tools and testing equipment for
plumbing
SQF Level II NCS Credit Value 2
NCS Purpose
Statement
This NCS is for people who work, or intend to work in the plumbing industry.
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People credited with this NCS are able to identify and describe hand tools and
testing equipment for plumbing.
Classification Field – Architecture & Building
Subfield – Plumbing, Gasfitting & Drainlaying
Learning Outcome 1 Identify and describe hand tools and testing equipment for plumbing.
Performance
Standard 1.1
Hand tools are identified and described in terms of their use in plumbing.
Performance
Standard 1.2
Testing equipment is identified and described in terms of its use in plumbing.
Range Statement: Bourdon gauge, pressure testing equipment,
thermometer.
Explanatory Notes 1 Legislation relevant to this NCS is the Occupational Safety &
Health (OSH) Act 2002.
2 Range Statement
Must include - Allen keys, bent pins, bevel, bossing tools, chalk and chalk
line, cold chisel, crox tools, drills/drill bits, expanders, files, flare tools,
handsaws, hammers, nipple extractor, pencil, pinch bar, pipe tongs, pipe vice,
pliers, pop riveter, protractor, punches, reamers, rule and tapes, screwdrivers,
scriber, sealant gun, spanners (adjustable, open-ended), snips, socket set,
spirit level, springs, square, string, swagers, taps and dies, trowel, tube
cutters, wire brush, wood chisel, wood saw.
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January, 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
Information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title
AB18014 Identify and describe trade equipment and power tools used for
plumbing
SQF Level II NCS Credit Value 1
NCS Purpose
Statement
This NCS is intended for people who work, or intend to work, in the
plumbing industry.
People credited with this NCS are able to identify and describe trade
equipment and power tools for plumbing.
Classification Field – Architecture & Building
Sub-field – Plumbing, Gasfitting & Drainlaying.
Learning Outcome 1 Identify and describe trade equipment and power tools used for plumbing.
Performance
Standard 1.1
Trade equipment and power tools are identified and described in terms of
their use in plumbing.
Explanatory Notes Legislation applicable to this NCS is the Occupational Safety and Health Act
2002.
Range Statement:
Evidence must be provided for all of the following:
Drills, concrete breaker, concrete cutter, core drillers, earth leakage circuit
breaker, electric welding machines, electro fusion welder, gas welding plant,
hydraulic pipe benders, ladders, pipe threading machine, portable generator,
skillsaw, testing plugs.
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NCS Code and Title ER26001 Demonstrate knowledge of trade calculations and units for
mechanical engineering trades
SQF Level II NCS Credit Value 6
NCS Purpose
Statement
People credited with this NCS are able to: carry out arithmetic, algebraic, and
trigonometric operations; use tables and graphs; and define and apply
quantities and units of measure in a mechanical engineering environment.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Carry out arithmetic and algebraic operations for mechanical engineering
Performance
Standard 1.1
Basic arithmetic operations are carried out.
Range Statement: Operations – addition, subtraction, multiplication, and
division of whole and decimal numbers.
Performance
Standard 1.2
Fractions are converted to decimals and percentages, and vice-versa.
Performance
Standard 1.3
Multiples are expressed to the power of 10, and vice-versa.
Range Statement: Mega, kilo, unit, deci, centi, milli, micro.
Performance
Standard 1.4
Engineering calculations are carried out using calculators.
Range Statement: Calculations involving addition, subtraction,
multiplication, division, square, square root, cube, sine, cosine, tangent
Performance
Standard 1.5
Area and volume calculations are carried out for two and three dimensional
shapes using given data.
Range Statement: Area – square, rectangle, triangle, circle; volume – box,
cylinder, cone.
Performance
Standard 1.6
Given formulae are transposed to solve for an unknown quantity.
Range Statement: Formulae – as used in basic mechanics.
Learning Outcome 2 Carry out trigonometric operations for mechanical engineering.
Performance
Standard 2.1
Lengths and angles are calculated in right-angle triangles.
Range Statement: Evidence is required of two calculations using
Pythagoras’ theorem, and two calculations using basic trigonometry.
Learning Outcome 3 Use tables and graphs for mechanical engineering.
Range Statement: Graphs of mechanical engineering functions with two sets
of curves on common axis.
Evidence is required of two graphs.
Performance
Standard 3.1
Graphs are sketched from tabular data on graph paper.
Performance Tables are constructed by reading values from given graphs.
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January, 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
Information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
Page 48 of 184
© Samoa Qualifications Authority 2013
Standard 3.2
Learning Outcome 4 Define and apply quantities and units of measure in a mechanical engineering
environment.
Performance
Standard 4.1
Unit names and symbols are matched to the corresponding quantities.
Range Statement: SI base quantities may include – length, mass,
temperature, time;
SI derived quantities may include – area, volume, speed, velocity,
acceleration, angular velocity, force, torque, energy, work, power, efficiency,
pressure; other quantities may include – rotational speed, torque, efficiency.
Evidence is required for ten quantities.
Performance
Standard 4.2
Elementary quantities are defined and applied.
Range Statement: May include – speed, velocity, area, volume, force,
pressure, work, power, rotational speed, torque, efficiency.
Evidence is required for six quantities.
Performance
Standard 4.3
The difference between mass and weight is demonstrated.
Range Statement: Demonstration includes calculations and an explanation.
Performance
Standard 4.4
Quantity values are re-stated using different SI prefixes.
Range Statement: For instance – 2049 mm = 2.049 m, 0.055 mm = 55 μm,
234 Pa = 0.234 kPa.
Evidence is required for at least three re-statements using different units and
prefixes
Performance
Standard 4.5
Quantity values expressed in imperial units are converted to metric and vice
versa.
Range Statement: Conversions between – ft and mm, in and mm, in and μm,
lb and kg, lb/in2 and Pa, °F and °C.
Evidence is required for ten conversions.
Explanatory Notes 1 ReferenceThe International System of Units (SI), 8th
edition (France:
Bureau International des Poids et Mesures, 2006). Available at
http://www.bipm.org/utils/common/pdf/si_brochure_8_en.pdf
2 Definition
Basic trigonometry – sine, cosine, tangent.
Quantities – properties ascribed to phenomena, bodies, or substances that
can be quantified; eg force, length, pressure.
Value of a quantity – the quantitative expression of a particular quantity,
expressed as a numerical value with unit; eg 1.7 m, 1700 mm, 0.75 kPa, 30
lb/in2.
3 Assessment information
For assessments, formulae and conversion factors shall be supplied, and use
of calculator is permitted.
Assessments must reflect mechanical engineering applications.
4 Typical formulae for evidence requirement 1.6:
4
2d
A
L
lWF
WF
aFL
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© Samoa Qualifications Authority 2013
D
mT 2
rR
PRW
2
maF
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26002 Demonstrate and apply knowledge of international tolerancing
in engineering
SQF Level IV NCS Credit Value 4
NCS Purpose
Statement
People credited with this NCS are able to demonstrate and apply knowledge
of international tolerancing in engineering.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Demonstrate knowledge of international tolerancing in engineering.
Performance
Standard 1.1
Tolerancing terminology used in the International Standards Organisation’s
system of limits and fits is explained.
Performance
Standard 1.2
The tolerancing of geometric features is explained in accordance with the
International Standards Organisation’s definitions.
Range Statement: Features – parallelism, roundness, flatness, concentricity,
surface finish.
Learning Outcome 2 Apply knowledge of international tolerancing in engineering.
Range Statement: Features – threaded; and three from parallelism,
roundness, flatness, concentricity, surface finish.
Performance
Standard 2.1
Features are measured and tolerancing classes identified in accordance with
the International Standards Organisation’s system of limits and fits.
Performance
Standard 2.2
Shafts and holes are dimensioned and toleranced to conform to specified fit
classifications in accordance with the International Standards Organisation’s
system of limits and fits.
Explanatory Notes References
BS EN ISO 286-1:2010, Geometrical product specifications (GPS). ISO code
system for tolerances on linear sizes. Basis of tolerances, deviations and fits.
BS EN ISO 286-2:2010, Geometrical product specifications (GPS). ISO code
system for tolerances on linear sizes. Tables of standard tolerance classes
and limit deviations for holes and shafts.
BS 3643-2:2007, ISO metric screw threads. Specification for selected limits
of size.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
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© Samoa Qualifications Authority 2013
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26003 Interpret mechanical engineering drawings
SQF Level III NCS Credit Value 5
NCS Purpose
Statement
People credited with this NCS are able to select and interpret mechanical
engineering drawings.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Select mechanical engineering drawings.
Performance
Standard 1.1
Drawings are selected from drawing files and validated in accordance with
worksite requirements.
Performance
Standard 1.2
Drawing versions are identified and currency confirmed in accordance with
worksite requirements.
Learning Outcome 2 Interpret mechanical engineering drawings.
Range Statement: In accordance with AS 1100, Parts 101 and 201.
Performance
Standard 2.1
Drawing concepts are explained.
Range Statement: Concepts – scale, third angle projection, first angle
projection, isometric drawing, oblique drawing.
Performance
Standard 2.2
Sectioned views and cross hatching are interpreted.
Performance
Standard 2.3
Different types of lines are interpreted.
Performance
Standard 2.4
Drawing symbols are interpreted.
Range Statement: Assessment of 12 symbols chosen at random by the
assessor.
Performance
Standard 2.5
Dimensions are interpreted.
Range Statement: Datum points or lines; linear and angular dimensions;
dimensioning of – diameters, radii, holes, countersinks, counterbores,
spotfaces, chamfers, bolts, screws, studs, washers, screw threads, keyways.
Evidence is required for at least six dimensions.
Performance
Standard 2.6
Tolerances are interpreted.
Performance
Standard 2.7
Machining and surface roughness symbols are interpreted.
Performance
Standard 2.8
Materials required for the work are identified from the drawing.
Explanatory Notes 1 References
AS 1100.101:1992, Technical drawing – General principles.
AS 1100.201:1992, Technical drawing – Mechanical engineering drawing.
An abridgement of these standards, suitable for the purposes of this NCS, is
SAA/SNZ HB1: 1994, Technical Drawing for students. Available from
Standards New Zealand.
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2 Definition
Interpretation – the explanation in practical terms of features shown
graphically in the drawing.
Worksite requirements – the administrative routines of any given workplace,
or workplace simulations in a provider environment.
3 Assessment information
Interpretation of mechanical engineering drawings to AS 1100, drawn in third
angle projection.
Assessment must involve at least one detail drawing and one assembly
drawing, of sufficient complexity to assess the required features.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26004 Create three-dimensional engineering models under
supervision
SQF Level III NCS Credit Value 5
NCS Purpose
Statement
People credited with this NCS are able to, under supervision: prepare three-
dimensional environment; create and modify three-dimensional engineering
model; produce output from three-dimensional engineering model; and
confirm output compliance.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Prepare three-dimensional environment under supervision.
Performance
Standard 1.1
Co-ordinate system is set up to meet component modeling requirements
Performance
Standard 1.2
Orientation is established to meet component modeling requirements.
Performance
Standard 1.3
Views are established to meet component modelling requirements.
Learning Outcome 2 Create and modify three-dimensional engineering model under supervision.
Performance
Standard 2.1
Entities are created in three-dimensional space to meet component modeling
requirements.
Performance
Standard 2.2
Primitive shapes are created in three-dimensional space to meet component
modeling requirements.
Performance
Standard 2.3
Entities are manipulated in three-dimensional space to meet component
modelling requirements.
Performance
Standard 2.4
Existing three-dimensional model is modified to meet component modelling
requirements.
Performance
Standard 2.5
Surfaces are created in three-dimensional space to meet component modelling
requirements.
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© Samoa Qualifications Authority 2013
Range Statement: May include but is not limited to – plane, revolved, swept,
extruded, shelled.
Learning Outcome 3 Produce output from three-dimensional engineering model under supervision.
Performance
Standard 3.1
File is saved for retrieval in accordance with worksite procedures.
Performance
Standard 3.2
Hard copy of three-dimensional model is produced to meet component
construction requirements in accordance with worksite procedures.
Range Statement: Two-dimensional drawings and pictorial views, including
working dimensions.
Performance
Standard 3.3
Physical properties are extracted from the model to determine component
properties.
Range Statement: Includes – volume, mass, centre of gravity.
Performance
Standard 3.4
Drawing files are saved in different formats in accordance with worksite
procedures.
Range Statement: May include but is not limited to – IGES, DXF, STEP.
Learning Outcome 4 Confirm output compliance under supervision.
Performance
Standard 4.1
Output is checked to ensure compliance with job specifications.
Performance
Standard 4.2
Any non-conformance to job specifications is corrected in accordance with
worksite procedures.
Explanatory Notes 1 References
Models produced must be in accordance with the following Standards, or
international equivalent:
AS 1100.101:1992, Technical drawing – General principles;
AS 1100.201:1992, Technical drawing – Mechanical engineering drawing.
An abridgement of these standards, suitable for the purposes of this NCS, is
SAA/SNZ HB1: 1994, Technical Drawing for students. Available from
Standards New Zealand.
2 Definitions
DXF – drawing exchange Format.
Entities – single items created on screen which may include but are not
limited to – lines, arcs, circles, text, hatch, dimensions
IGES – initial graphics exchange specification.
Primitive shapes – the basic elements of graphics output which includes –
spheres, cones, cylinders, boxes.
STEP – standard for the exchange of product data.
Worksite procedures – operational procedures put in place by the candidate’s
employer. These include site safety procedures, equipment operating
procedures, job procedures, quality assurance, and procedures for the
handling and disposal of materials and waste.
3 Assessment information
Assessment against this NCS requires the production of at least three, three-
dimensional models using any proprietary 3D computer aided design software
that permits the creation and manipulation of entities and primitive shapes.
Suggested
assessment methods
Theory Test and Practical Test
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© Samoa Qualifications Authority 2013
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26005 Draw and interpret engineering sketches under supervision
SQF Level II NCS Credit Value 4
NCS Purpose
Statement
People credited with this NCS are able to, under supervision, manually
produce and interpret engineering sketches, and confirm the interpretation and
preparation of engineering sketches.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Manually produce engineering sketches under supervision.
Performance
Standard 1.1
Objects to be sketched are identified and measured to meet job requirements
Performance
Standard 1.2
Sketches produced communicate job requirements.
Range Statement: Unambiguous, in proportion, clear.
Performance
Standard 1.3
Dimensions and related notes meet job requirements.
Learning Outcome 2 Interpret engineering sketches under supervision.
Range Statement: Includes – orthographic from pictorial, pictorial from
orthographic.
Performance
Standard 2.1
Sketches are identified and interpreted to meet job requirements.
Performance
Standard 2.2
Baseline and datum points are identified to meet job requirements.
Performance
Standard 2.3
Detailed dimensions and related notes are interpreted to meet job
requirements.
Learning Outcome 3 Confirm the interpretation and preparation of engineering sketches under
supervision.
Performance
Standard 3.1
Sketches are checked to ensure compliance with job requirements.
Range Statement: Orientation, proportion, dimensions, related notes.
Performance
Standard 3.2
Any non-conformance is corrected to meet job requirements.
Explanatory Notes 1 References
Sketches must be in accordance with the following Standards, or international
equivalent:
AS 1100.101:1992, Technical drawing – General principles;
AS 1100.201:1992, Technical drawing – Mechanical engineering drawing.
An abridgement of these standards, suitable for the purposes of this NCS, is
SAA/SNZ HB1: 1994, Technical Drawing for students. Available from
Standards New Zealand.
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© Samoa Qualifications Authority 2013
2 Definitions
Aided – a means of producing two-dimensional engineering sketches with the
aid of appropriate guiding instruments (such as ruler, set-square, and
compass, but excluding computer software), and requiring the precise
calculations of angles and dimensions.
Freehand – a means of producing two-dimensional engineering sketches
without the aid of guiding instruments, and involving the estimation of angles
and dimensions.
Interpretation – the explanation in practical terms of features shown
graphically in the sketch. Typically this would involve re-sketching the
object in an alternative projection.
Pictorial – either isometric, general oblique, or single point perspectives.
Orthographic – the projection of an object in which the line of sight is
perpendicular to the plane of projection and is a means of representing a
three–dimensional object in two dimensions.
3 Assessment information
This NCS covers production and interpretation of engineering sketches used
within the engineering industries. Sketching and interpretation at this level
includes sketching in orthographic and pictorial projections and may include
but are not limited to hydraulic cylinders, mounting brackets, guards, jigs,
duct transitions, pipe joints, bolted flanged joints, turned components, and
assemblies of typically not more than five major parts.
Sketches presented as evidence must show a mix of sketching techniques.
This will typically involve a minimum of three freehand and two aided
sketches. The sketches must also contain a minimum of four of the following
shapes: rectangle; round (circle); cylinder; cone; ellipse; pyramid.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26006 Manually produce and interpret simple engineering component
drawings under supervision
SQF Level II NCS Credit Value 8
NCS Purpose
Statement
People credited with this NCS are able to: explain engineering drawing office
procedures; and, under supervision, interpret, manually produce, and confirm
engineering component drawings.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Explain engineering drawing office procedures.
Performance
Standard 1.1
Explanation includes references to processes that are followed for drawing
control, approval, variation, distribution and storage in accordance with
worksite procedures and industry practice.
Learning Outcome 2 Interpret engineering component drawings under supervision.
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Range Statement: First and third angle orthographic projection, isometric,
oblique.
Performance
Standard 2.1
Components and assemblies are identified and interpreted from drawings in
accordance with AS 1100.
Performance
Standard 2.2
Material requirements are determined from drawings.
Performance
Standard 2.3
Dimensions and drawing notes are interpreted in accordance with AS 1100.
Performance
Standard 2.4
Symbols are identified and interpreted in accordance with AS 1100.
Performance
Standard 2.5
Conventions are identified and interpreted in accordance with AS 1100.
Learning Outcome 3 Manually produce engineering component drawings under supervision.
Range Statement: First and third angle orthographic projection, isometric
and oblique.
Performance
Standard 3.1
Drawings are prepared in accordance with projection and view in accordance
with AS 1100.
Performance
Standard 3.2
Drawings are produced to meet job requirements in accordance with AS 1100.
Range Statement: Includes but is not limited to – dimensions, symbols, line
weights, scale, labelling.
Learning Outcome 4 Confirm engineering component drawings under supervision.
Performance
Standard 4.1
Drawings are checked to ensure compliance with job requirements.
Range Statement: Orientation, proportion, dimensions, related notes.
Performance
Standard 4.2
Any non-conformance to job specifications is corrected in accordance with
worksite procedures.
Explanatory Notes 1 References
Drawings must be in accordance with the following Standards, or
international equivalent:
AS 1100.101:1992, Technical drawing – General principles;
AS 1100.201:1992, Technical drawing – Mechanical engineering drawing.
An abridgement of these standards, suitable for the purposes of this NCS, is
SAA/SNZ HB1: 1994, Technical Drawing for students. Available from
Standards New Zealand.
2 Definitions
Industry practice – safe and sound trade practices generally accepted by
competent persons within the mechanical engineering industry.
Interpretation – the explanation in practical terms of features shown
graphically in the drawing.
Worksite procedures – operational procedures put in place by the candidate’s
employer. These include site safety procedures, equipment operating
procedures, job procedures, quality assurance, and procedures for the
handling and disposal of materials and waste.
3 Assessment information
This NCS covers the production and interpretation of drawings using
isometric, oblique, and orthographic projection, including hidden detail and
single plane sectional views.
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© Samoa Qualifications Authority 2013
Drawings presented as evidence must be limited to single components and
may include but are not limited to – simple pump, gearbox, hydraulic
cylinder, support frame, tool and die, holding device, sheet metal fabrications.
This standard may be used in the context of any of the mechanical
engineering disciplines.
This standard does not apply to drawings produced using Computer Aided
Design software – see NCS 2433.
Suggested
assessment methods
Theory Test and Practical test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26007 Demonstrate knowledge of hydraulics and hydraulic power
systems
SQF Level II NCS Credit Value 5
NCS Purpose
Statement
People credited with this NCS are able to: demonstrate knowledge of the
principles of hydraulics; demonstrate knowledge of hydraulic power systems
and applications; and describe hazards associated with hydraulic power
systems.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Demonstrate knowledge of the principles of hydraulics.
Performance
Standard 1.1
Terminology is described in the context of a basic hydraulic system.
Range Statement: Terminology – pressure, flow, force, torque, holding
pressure, linear movement, load, lift
Performance
Standard 1.2
Atmospheric, gauge, and absolute pressures are distinguished and their use in
hydraulic systems explained.
Performance
Standard 1.3
Pascal’s law is described in terms of how it forms the basis of pneumatics.
Performance
Standard 1.4
Basic formulas are used to calculate the performance of pneumatic systems.
Range Statement: Includes – pressure and force, with transposition of
variables;
may include but is not limited to – tube diameter and flow rate, volume and
pressure (Boyle’s Law), cylinder volume, piston area, piston speed (both
directions), kilowatts required to drive compressor.
Performance
Standard 1.5
International standard units are used in calculations.
Learning Outcome 2 Demonstrate knowledge of hydraulic power systems and applications.
Performance
Standard 2.1
The operation of a hydraulic power systems is described with the aid of a
simple system diagram sketched by the candidate.
Range Statement: Purpose of components, types of fluid medium,
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© Samoa Qualifications Authority 2013
compressibility of medium, contamination, precision control, difference
between open and closed circuits.
Performance
Standard 2.2
Types of equipment powered by hydraulic power systems are identified.
Range Statement: A minimum of two types of equipment.
Performance
Standard 2.3
Types of industries where hydraulic power systems are in common use are
identified.
Range Statement: A minimum of four different types of industries.
Learning Outcome 3 Describe hazards associated with pneumatic power systems.
Performance
Standard 3.1
The characteristics of pressure in pneumatic power systems are described with
reference to potential hazards.
Range Statement: Actuator stopped or stalled, stored energy.
Performance
Standard 3.2
Common hazards are described with reference to their potential for personal
injury.
Range Statement: Common hazards – sudden shoot out, presence of carbon
monoxide in system, exposure to compressed air.
Explanatory Notes Definition
Hydraulics – industry abbreviated term for fluid mechanics or fluid power
that uses a non-compressible medium such as oil or water for the conveyance
of force.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26008 Demonstrate knowledge of pneumatics and pneumatic power
systems
SQF Level II NCS Credit Value 5
NCS Purpose
Statement
People credited with this NCS are able to: demonstrate knowledge of the
principles of pneumatics; demonstrate knowledge of pneumatic power
systems and applications; and describe hazards associated with pneumatic
power systems.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Demonstrate knowledge of the principles of pneumatics.
Performance
Standard 1.1
Terminology is described in the context of a basic pneumatic system.
Range Statement: Terminology – pressure, flow, orifice flow, force, torque,
holding pressure, linear movement, load, lift, stroke.
Performance
Standard 1.2
Atmospheric, gauge, absolute pressures, and vacuum are distinguished and
their use in pneumatic systems explained.
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Performance
Standard 1.3
Pascal’s law is described in terms of how it forms the basis of pneumatics.
Performance
Standard 1.4
Basic formulas are used to calculate the performance of pneumatic systems.
Range Statement: Includes – pressure and force, with transposition of
variables;
may include but is not limited to – tube diameter and flow rate, volume and
pressure (Boyle’s Law), cylinder volume, piston area, piston speed (both
directions), kilowatts required to drive compressor.
Performance
Standard 1.5
International standard units are used in calculations.
Learning Outcome 2 Demonstrate knowledge of pneumatic power systems and applications.
Performance
Standard 2.1
The operation of pneumatic power systems is described with the aid of a
simple system diagram sketched by the candidate.
Range Statement: Purpose of components, types of gases, contamination,
precision control, operational response rate, difference between air production
and air consuming systems.
Performance
Standard 2.2
Types of equipment powered by pneumatic power systems are identified.
Range Statement: A minimum of two types of equipment
Performance
Standard 2.3
Types of industries where pneumatic power systems are in common use are
identified.
Range Statement: A minimum of four different types of industries.
Learning Outcome 3 Describe hazards associated with pneumatic power systems.
Performance
Standard 3.1
The characteristics of pressure in pneumatic power systems are described with
reference to potential hazards.
Range Statement: Actuator stopped or stalled, stored energy.
Performance
Standard 3.2
Common hazards are described with reference to their potential for personal
injury.
Range Statement: Common hazards – sudden shoot out, presence of carbon
monoxide in system, exposure to compressed air.
Explanatory Notes Definition
Pneumatics – industry abbreviated term for fluid mechanics or fluid power
that uses a compressible medium such as air or nitrogen for the conveyance of
force.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
Page 59 of 184
© Samoa Qualifications Authority 2013
NCS Code and Title ER26009 Repair and overhaul compressed air systems
SQF Level IV NCS Credit Value 5
NCS Purpose
Statement
People credited with this NCS are able to analyze and plan, repair and
overhaul, test, and report the repair and overhaul of compressed air systems.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Analyze and plan compressed air system repair and overhaul requirements.
Range Statement: Maintenance records, scope of work, resources,
specifications, work plan, drawings, and identification of hazards.
Performance
Standard 1.1
The need to repair and overhaul is determined in accordance with industry
requirements.
Range Statement: Includes but is not limited to - defect notification,
condition monitoring, failure, trip, loss of performance
Performance
Standard 1.2
Work plans are prepared in accordance with industry requirements.
Performance
Standard 1.3
Prepared plans identify all necessary procedures and resources required for
the service in accordance with industry requirements.
Performance
Standard 1.4
Work plans and specifications are complete, concise, and legible, and reflect
identified risk with hazards being identified and eliminated, isolated, or
minimised in accordance with industry requirements.
Performance
Standard 1.5
Work plans and specifications are made available for all personnel involved in
implementing the plans within the scheduled time frame and in accordance
with industry requirements.
Learning Outcome 2 Repair and overhaul compressed air systems.
Range Statement: Ring main and radial compressed air systems.
Performance
Standard 2.1
Isolation of plant and equipment is checked in accordance with industry
requirements.
Performance
Standard 2.2
Compressed air systems and components requiring repair and overhaul are
identified, analyzed, and condition determined in accordance with industry
requirements.
Performance
Standard 2.3
Compressed air systems and components are repaired and overhauled in
accordance with industry requirements.
Range Statement: Includes but is not limited to - dis-assemble compressed
air systems into component parts (pressure vessel, safety valve, compressor
pipework, valves, filters), clean and inspect component parts for defects,
locate, identify, and diagnose defects, assess the need for repair or
replacement, adjust, repair defective components, install replacement
components, clean, reassemble components into compressed air systems,
check control and indications.
Performance
Standard 2.4
Repair and overhaul activities and resources are co-ordinated throughout the
duration of the work to minimise disruption to personnel, plant, electricity
generation, and the environment in accordance with industry requirements.
Learning Outcome 3 Test compressed air systems.
Range Statement: Test run, safety valve operation, leaks, temperature,
calibration, test readings, noise.
Performance
Standard 3.1
Tests are carried out in accordance with the prepared work plan and industry
requirements.
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Performance
Standard 3.2
Test equipment is used in accordance with industry requirements.
Learning Outcome 4 Report repair and overhaul.
Range Statement: Repair and overhaul report, job sheet, daily diary, log
book, test reports and results, plant history, authorisations, ‘as built’ drawings.
Performance
Standard 4.1
Reported information is completed in accordance with industry requirements.
Performance
Standard 4.2
Maintenance information is recorded in the format required by the asset
owner and filed within scheduled timeframe in accordance with industry
requirements.
Performance
Standard 4.3
Any further action required for plant and equipment is identified, recorded,
and communicated to appropriate personnel in accordance with industry
requirements.
Explanatory Notes 1 This NCS is intended for, but not restricted to, workplace assessment.
The range statements within the NCS can be applied according to industry
specific equipment, procedures and processes.
2 Safety of personnel and plant must be a priority throughout the
assessment. If the safety requirements are not met the assessment must stop
and the candidate will be assessed as not yet competent.
3 Performance and work practices in relation to the elements and
performance criteria must comply with all current legislation, especially the
Electric Power Corporation Act 1980, and any regulations and codes of
practice recognised under that statute; the Occupational safety and Health Act
2002; and the Resource Management Act. Electricity supply industry codes
of practice and documented industry procedures include the Safety Manual –
Electricity Industry (SM-EI) (2004) Wellington: Electricity Engineers’
Association.
4 ‘Industry requirements’ include all industry and documented
workplace policies, procedures, specifications, business, and quality
management requirements relevant to the workplace in which assessment is
carried out.
5 The term ‘repair and overhaul’ includes fault finding, corrective work
and minor modifications to generation plant and equipment.
6 This NCS includes whole pressurized system downstream of
compressor non-return valve.
7 This NCS excludes pneumatic tools, hoses, and compressors.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation Providers and assessors of this NCS must comply with the SQA National
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information Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26010 Repair and overhaul cooling systems
SQF Level IV NCS Credit Value 5
NCS Purpose
Statement
People credited with this NCS are able to analyze and plan, repair and
overhaul, test, and report the repair and overhaul of cooling systems.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Analyze and plan cooling system repair and overhaul requirements.
Range Statement: Maintenance records, scope of work, resources,
specifications, work plan, drawings, identification of hazards.
Performance
Standard 1.1
The need to repair and overhaul is determined in accordance with industry
requirements.
Range Statement: Includes but is not limited to - defect notification,
condition monitoring, failure, trip, loss of performance.
Performance
Standard 1.2
Work plans are prepared in accordance with industry requirements.
Performance
Standard 1.3
Prepared plans identify all necessary procedures and resources required for
the service in accordance with industry requirements.
Performance
Standard 1.4
Work plans and specifications are complete, concise, and legible, and reflect
identified risk with hazards being identified and eliminated, isolated, or
minimised in accordance with industry requirements.
Performance
Standard 1.5
Work plans and specifications are made available for all personnel involved in
implementing the plans within the scheduled time frame and in accordance
with industry requirements.
Learning Outcome 2 Repair and overhaul cooling systems.
Range Statement: Air and water, oil and air, oil and water, water and water,
convection, forced flow, forced draft, parallel flow, contra flow.
Performance
Standard 2.1
Isolation of plant and equipment is checked in accordance with industry
requirements.
Performance
Standard 2.2
Cooling systems and components requiring repair and overhaul are identified,
analyzed, and condition determined in accordance with industry requirements.
Performance
Standard 2.3
Cooling systems and components are repaired and overhauled in accordance
with industry requirements.
Range Statement: Includes but is not limited to - dis-assemble cooling
systems into component parts; clean, inspect component parts for defects;
locate, identify, and diagnose defects; assess the need for repair or
replacement, adjust, repair defective components, install replacement
components, reassemble components into cooling systems, retube coolers.
Performance
Standard 2.4
Repair and overhaul activities and resources are co-ordinated throughout the
duration of the work to minimise disruption to personnel, plant, electricity
generation, and the environment in accordance with industry requirements.
Learning Outcome 3 Test cooling systems.
Range Statement: Test run, temperature, calibration, test readings,
alignment, noise.
Performance Tests are carried out in accordance with the prepared work plan and industry
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Standard 3.1 requirements.
Performance
Standard 3.2
Test equipment is used in accordance with industry requirements.
Learning Outcome 4 Report repair and overhaul.
Range Statement: Repair and overhaul report, job sheet, daily diary, log
book, test reports and results, plant history, authorisations, ‘as built’ drawings.
Performance
Standard 4.1
Reported information is completed in accordance with industry requirements.
Performance
Standard 4.2
Maintenance information is recorded in the format required by the asset
owner and filed within scheduled timeframe in accordance with industry
requirements.
Performance
Standard 4.3
Any further action required for plant and equipment is identified, recorded,
and communicated to appropriate personnel in accordance with industry
requirements.
Explanatory Notes 1 This NCS is intended for, but not restricted to, workplace assessment.
The range statements within the NCS can be applied according to industry
specific equipment, procedures and processes.
2 Safety of personnel and plant must be a priority throughout the
assessment. If the safety requirements are not met the assessment must stop.
3 Performance and work practices in relation to the elements and
performance criteria must comply with all current legislation, especially the
Electricity Act 1992, and any regulations and codes of practice recognised
under that statute; the Health and Safety in Employment Act 1992; and the
Resource Management Act 1991. Electricity supply industry codes of
practice and documented industry procedures include the Safety Manual –
Electricity Industry (SM-EI) (2004) Wellington: Electricity Engineers’
Association. A full list of current legislation and industry codes is available
from the Electricity Supply Industry Training Organisation, PO Box 1245,
Hamilton.
4 ‘Industry requirements’ include all industry and documented
workplace policies, procedures, specifications, business, and quality
management requirements relevant to the workplace in which assessment is
carried out.
5 The term ‘repair and overhaul’ includes fault finding, corrective work
and minor modifications to generation plant and equipment.
6 This NCS includes inlet to outflow.
7 This NCS includes steam condensers, condensers, and hydrogen
cooling systems.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
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Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26011 Repair and overhaul pumps
SQF Level V NCS Credit Value 8
NCS Purpose
Statement
People credited with this NCS are able to: demonstrate knowledge of the
principles of operation, analyze and plan, repair and overhaul, test, and report
the repair and overhaul of pumps.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Demonstrate knowledge of the principles of operation of pumps.
Range Statement: Includes but is not limited to - rotating screw and rotating
centrifugal, reciprocating diaphragm, reciprocating piston radial and axial,
rotating gear, rotating multi-stage, rotating axial, rotating vane.
Performance
Standard 1.1
The principles of pump operation are described and defined in accordance
with manufacturers’ specifications.
Performance
Standard 1.2
The types and characteristics of pumps are described in accordance with
industry requirements.
Learning Outcome 2 Analyze and plan pump repair and overhaul requirements.
Range Statement: Maintenance records, scope of work, resources,
specifications, work plan, drawings, identification of hazards.
Performance
Standard 2.1
The need to repair and overhaul is determined in accordance with industry
requirements.
Range Statement: Includes but is not limited to - defect notification,
condition monitoring, failure, trip, loss of performance.
Performance
Standard 2.2
Work plans are prepared in accordance with industry requirements.
Performance
Standard 2.3
Prepared plans identify all necessary procedures and resources required for
the service in accordance with industry requirements.
Performance
Standard 2.4
Work plans and specifications are complete, concise, and legible, and reflect
identified risk with hazards being identified and eliminated, isolated, or
minimised in accordance with industry requirements.
Performance
Standard 2.5
Work plans and specifications are made available for all personnel involved in
implementing the plans within the scheduled time frame and in accordance
with industry requirements.
Learning Outcome 3 Repair and overhaul pumps.
Range Statement: Includes but is not limited to - rotating screw and rotating
centrifugal;
and at least two from - reciprocating diaphragm, reciprocating piston radial
and axial, rotating gear, rotating gerotor, rotating multi-stage, rotating axial,
rotating vane.
Performance
Standard 3.1
Isolation of plant and equipment is checked in accordance with industry
requirements.
Performance
Standard 3.2
Pumps and components requiring repair and overhaul are identified, analysed,
and condition determined in accordance with industry requirements.
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Performance
Standard 3.3
Pumps and components are repaired and overhauled in accordance with
industry requirements.
Range Statement: Disassemble pumps into component parts, inspect
component parts for defects; locate, identify, and diagnose defects; repair or
replace, adjust, manufacture and/or install replacement components, align and
reassemble components into pumps.
Performance
Standard 3.4
Repair and overhaul activities and resources are co-ordinated throughout the
duration of the work to minimise disruption to personnel, plant, electricity
generation, and the environment in accordance with industry requirements.
Learning Outcome 4 Test pumps.
Range Statement: Test run, alignment, test readings, calibration, check
performance within specification flow, pressure, temperature, vibration, noise,
cavitation, priming, lubrication, gland leakage, check auto cut-in, alarm
operation, indications.
Performance
Standard 4.1
Tests are carried out in accordance with the prepared work plan and industry
requirements.
Performance
Standard 4.2
Test equipment is used in accordance with industry requirements.
Learning Outcome 5 Report the repair and overhaul.
Range Statement: Repair and overhaul report, job sheet, daily diary, log
book, test reports and results, plant history, authorisations, ‘as built’ drawings.
Performance
Standard 5.1
Reported information is completed in accordance with industry requirements.
Performance
Standard 5.2
Maintenance information is recorded in the format required by the asset
owner and filed within scheduled timeframe in accordance with industry
requirements
Performance
Standard 5.3
Any further action required for plant and equipment is identified, recorded,
and communicated to appropriate personnel in accordance with industry
requirements.
Explanatory Notes 1 This NCS is intended for, but not restricted to, workplace assessment.
The range statements within the NCS can be applied according to industry
specific equipment, procedures and processes.
2 Safety of personnel and plant must be a priority throughout the
assessment. If the safety requirements are not met the assessment must stop.
3 Performance and work practices in relation to the elements and
performance criteria must comply with all current legislation, especially the
Electric Power Corporation Act 1980, and any regulations and codes of
practice recognised under that statute; the Occupational Safety and Health Act
2002; and the Resource Management Act 1991. Electricity supply industry
codes of practice and documented industry procedures include the Safety
Manual – Electricity Industry (SM-EI) (2004) Wellington: Electricity
Engineers’ Association.
4 ‘Industry requirements’ include all industry and documented
workplace policies, procedures, specifications, business, and quality
management requirements relevant to the workplace in which assessment is
carried out.
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5 The term ‘repair and overhaul’ includes fault finding, corrective work
and minor modifications to generation plant and equipment.
6 This NCS includes shaft, bearings, glands, seals, piston, follower,
casing, impellers, locating dowels, nuts, lubrication, keys and keyways,
gaskets, cranks, con rod, diaphragm, gears, sliding vane, sight glass, air
release cock, mountings, primary inlet port.
7 This NCS excludes pipe work, isolation valves, and prime movers.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26012 Repair and overhaul valves
SQF Level IV NCS Credit Value 5
NCS Purpose
Statement
People credited with this NCS are able to: demonstrate knowledge of the
principles of operation, analyze and plan, repair and overhaul, test, and report
the repair and overhaul of valves.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Demonstrate knowledge of the principles of operation of valves.
Range Statement: Includes but is not limited to - regulating, non-return and
relief safety valves; gate, globe, cock, needle, butterfly ball, minimum flow,
plug, multi-port, parallel slide, shuttle, and diaphragm valves; flow control,
isolating, pressure reducing, temperature control, three way diverting valves.
Performance
Standard 1.1
The principles of valve operation are described and defined in accordance
with manufacturers’ specifications.
Performance
Standard 1.2
The types and characteristics of valves are described in accordance with
industry requirements.
Learning Outcome 2 Analyze and plan valve repair and overhaul requirements.
Range Statement: Maintenance records, scope of work, resources,
specifications, work plan, drawings, and identification of hazards.
Performance
Standard 2.1
The need to repair and overhaul is determined in accordance with industry
requirements.
Range Statement: Includes but is not limited to - defect notification,
condition monitoring, failure, trip, loss of performance.
Performance
Standard 2.2
Work plans are prepared in accordance with industry requirements.
Performance
Standard 2.3
Prepared plans identify all necessary procedures and resources required for
the service in accordance with industry requirements.
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Performance
Standard 2.4
Work plans and specifications are complete, concise, and legible, and reflect
identified risk with hazards being identified and eliminated, isolated, or
minimised in accordance with industry requirements.
Performance
Standard 2.5
Work plans and specifications are made available for all personnel involved in
implementing the plans within the scheduled time frame and in accordance
with industry requirements.
Learning Outcome 3 Repair and overhaul valves.
Range Statement: Includes but is not limited to - regulating, non-return and
relief safety valves; and choose three from the following – gate, globe, cock,
needle, butterfly ball, minimum flow, plug, multi-port, parallel slide, shuttle,
diaphragm valves, flow control, isolating, pressure reducing, temperature
control, three way diverting valves.
Performance
Standard 3.1
Isolation of plant and equipment is checked in accordance with industry
requirements.
Performance
Standard 3.2
Valves and components requiring repair and overhaul are identified, analysed,
and condition determined in accordance with industry requirements.
Performance
Standard 3.3
Valves and components are repaired and overhauled in accordance with
industry requirements.
Range Statement: Includes but is not limited to - disassemble valves into
component parts, inspect component parts for defects, locate, identify and
diagnose defects; assess the need for repair and/or replacement, adjust, rectify,
repair defective components, manufacture and/or install replacement
components, clean, re-assemble components into valves; includes – lap and
reseat valve, check for operation, reset and adjust safety valves.
Performance
Standard 3.4
Repair and overhaul activities and resources are co-ordinated throughout the
duration of the work to minimise disruption to personnel, plant, electricity
generation, and the environment in accordance with industry requirements.
Learning Outcome 4 Test valves.
Range Statement: Exercise valves as per schedules, function test valve and
actuator operation, check for isolation or passing under pressure or flow,
vibration, temperature, noise, calibration, test readings, alignment, limit
switches, indications, test and set relief valve lift pressure.
Performance
Standard 4.1
Tests are carried out in accordance with the prepared work plan and industry
requirements.
Performance
Standard 4.2
Test equipment is used in accordance with industry requirements.
Learning Outcome 5 Report repair and overhaul.
Range Statement: Repair and overhaul report, job sheet, daily diary, log
book, test reports and results, plant history, authorisations, ‘as built’ drawings.
Performance
Standard 5.1
Reported information is completed in accordance with industry requirements.
Performance
Standard 5.2
Maintenance information is recorded in the format required by the asset
owner and filed within scheduled timeframe in accordance with industry
requirements.
Performance
Standard 5.3
Any further action required for plant and equipment is identified, recorded,
and communicated to appropriate personnel in accordance with industry
requirements.
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© Samoa Qualifications Authority 2013
Explanatory Notes 1 This NCS is intended for, but not restricted to, workplace assessment.
The range statements within the NCS can be applied according to industry
specific equipment, procedures and processes.
2 Safety of personnel and plant must be a priority throughout the
assessment. If the safety requirements are not met the assessment must stop.
3 Performance and work practices in relation to the elements and
performance criteria must comply with all current legislation, especially the
Electric Power Corporation Act 1980, and any regulations and codes of
practice recognised under that statute; the Occupational Safety and Health Act
2002; and the Resource Management Act 1991. Electricity supply industry
codes of practice and documented industry procedures include the Safety
Manual – Electricity Industry (SM-EI) (2004) Wellington: Electricity
Engineers’ Association.
4 ‘Industry requirements’ include all industry and documented
workplace policies, procedures, specifications, business, and quality
management requirements relevant to the workplace in which assessment is
carried out.
5 The term ‘repair and overhaul’ includes fault finding, corrective work
and minor modifications to generation plant and equipment.
6 This NCS includes valve actuator and drive mechanism where drive is
manual, hydraulic, or pneumatic.
7 This NCS excludes electrical actuator and controls when part of a
control or protective system, hydro control valves of 450mm diameter and
above, and porter
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26013 Demonstrate knowledge of bearings used in machines and
equipment
SQF Level III NCS Credit Value 8
NCS Purpose
Statement
People credited with this NCS are able to demonstrate knowledge of: types of
bearings; the function of bearings in machines and equipment; the useful life
of bearings; and bearing selection.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Demonstrate knowledge of the types of bearings.
Performance Terminology associated with bearings is explained.
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© Samoa Qualifications Authority 2013
Standard 1.1
Range Statement: May include but is not limited to – balls, rollers, needles,
groove, raceway, loading (axial/radial).
Performance
Standard 1.2
Different types of bearings are matched to common machine applications.
Range Statement: Includes but is not limited to – plain, ball, roller, journal,
thrust
Performance
Standard 1.3
Bearings are identified by the material with which they are made.
Range Statement: May include but is not limited to – white metal, steel,
aluminium, bronze, synthetic. Identification of three bearings is required.
Performance
Standard 1.4
Bearings are identified from manufacturer’s information and parts
publications for machines and equipment.
Range Statement: Hard copy, internet.
Identification of three bearings is required.
Learning Outcome 2 Demonstrate knowledge of the function of bearings in machines and
equipment.
Performance
Standard 2.1
Types of movement supported by bearings are described.
Range Statement: Rotational, linear.
Performance
Standard 2.2
The lubrication methods for bearings are described in accordance with
manufacturer’s recommendations.
Range Statement: Evidence is required for a minimum of three bearing
types.
Performance
Standard 2.3
The role of friction reduction in bearings is described.
Range Statement: Starting friction, running friction.
Learning Outcome 3 Demonstrate knowledge of the useful life of bearings.
Performance
Standard 3.1
Factors affecting bearing performance and durability are described.
Range Statement: Includes but is not limited to – load, rotational speed,
fatigue, fretting, incompatible materials, manufacturing faults.
Performance
Standard 3.2
Indicators of bearing failure are described.
Range Statement: Includes but is not limited to – noise, vibration, odour,
visual defects.
Performance
Standard 3.3
Storage techniques for bearings are described in terms of how they contribute
to durability and performance.
Performance
Standard 3.4
The importance of maintaining accurate machine and equipment records is
described in terms of how they relate to use of bearings.
Range Statement: May include but is not limited to – failure history, bearing
types, operating times and rates.
Learning Outcome 4 Demonstrate knowledge of bearing selection.
Performance
Standard 4.1
Factors affecting bearing selection are described.
Range Statement: May include but is not limited to – speed, loading, noise,
environmental conditions, diameter size, cost.
Suggested
assessment methods
Theory Test and Practical Test
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© Samoa Qualifications Authority 2013
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26014 Replace static seals in machines and equipment
SQF Level III NCS Credit Value 5
NCS Purpose
Statement
People credited with this NCS are able to prepare for seal replacement, and
replace and test static seals.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Prepare for seal replacement.
Performance
Standard 1.1
Appropriate seal types are identified in accordance with industry practice.
Performance
Standard 1.2
Sealing principles relevant to the seal type and intended usage are described.
Performance
Standard 1.3
Tools and replacement method are determined relevant to seal assembly.
Learning Outcome 2 Replace and test static seals.
Performance
Standard 2.1
Existing seals are removed in accordance with industry practice.
Performance
Standard 2.2
Machine and equipment seal surfaces are inspected for damage prior to seal
fitting in accordance with industry practice.
Performance
Standard 2.3
Seals and other replacement parts are prepared in accordance with industry
practice.
Range Statement: May include but is not limited to – stock items, making of
‘O’ ring seals, cutting gaskets, annealing of copper.
Performance
Standard 2.4
Seals are inspected for defects, as applicable, prior to fitting in accordance
with industry practice.
Performance
Standard 2.5
Seals are fitted to machines and equipment in accordance with industry
practice.
Performance
Standard 2.6
Seals are tested for performance with specification in accordance with
industry practice.
Performance
Standard 2.7
Records for seal replacement are completed in accordance with industry
practice.
Explanatory Notes 1 Reference
Occupational Safety and Health Act (Samoa) 2002
Health and Safety in Employment Act (New Zealand) 1992
2 Definition
Industry practice – safe and sound trade practices generally accepted by
competent persons within the mechanical engineering industry.
3 Range
Static seals applicable to this NCS may include but are not limited to gaskets,
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© Samoa Qualifications Authority 2013
‘O’ rings, and joint sealants. Evidence is required for the selection and
replacement of at least four different static seals.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26015 Demonstrate knowledge of pumps, fans, and valves for
mechanical engineering trades
SQF Level III NCS Credit Value 3
NCS Purpose
Statement
This NCS is for use in training of mechanical engineering trades, and covers
knowledge of operating principles, components, and operational problems of
pumps and valves used in engineering.
People credited with this NCS are able to demonstrate knowledge of pumps,
fans, and valves for mechanical engineering trades.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Demonstrate knowledge of pumps for mechanical engineering trades.
Performance
Standard 1.1
Pumps are identified and their principles of operation described with the aid
of given diagrams.
Range Statement: Gear, reciprocating (piston), diaphragm, centrifugal,
multistage, submersible.
Performance
Standard 1.2
Major pump components are identified
Range Statement: Casing, inlet, outlet, rotor, impeller, bearings, seals.
Performance
Standard 1.3
Common pump operational problems are described, with reference to
symptoms, causes, and remedial actions.
Range Statement: Cavitation, aeration, leakage, vibration, mountings,
misalignment, bearings failure, clogged line, clogged impeller, loss of prime.
Learning Outcome 2 Demonstrate knowledge of fans for mechanical engineering trades.
Performance
Standard 2.1
Fans are identified and their principles of operation described with the aid of
given diagrams.
Range Statement: Axial, centrifugal.
Performance
Standard 2.2
Major fan components are identified.
Range Statement: Housing, inlet or vortex, outlet, blades, bearings.
Performance
Standard 2.3
Common fan operational problems are described, with reference to symptoms,
causes, and remedial actions.
Range Statement: Corrosion, leakage, vibration, misalignment, bearings
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failure, noise.
Learning Outcome 3 Demonstrate knowledge of valves for mechanical engineering trades.
Performance
Standard 3.1
Valves are identified and their principles of operation described with the aid
of given diagrams.
Range Statement: Ball, butterfly, gate, globe, diaphragm, check, relief,
safety.
Performance
Standard 3.2
Major valve components are identified.
Range Statement: Hand wheel, stem, packing, bonnet, disc, gate, ball,
diaphragm, seat.
Performance
Standard 3.3
Common valve operational problems are described, with reference to
symptoms, causes, and remedial actions.
Range Statement: Leakage, stiffness, jamming, erosion.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26016 Dismantle, inspect, assemble and test components
SQF Level IV NCS Credit Value 6
NCS Purpose
Statement
People credited with this NCS are able to dismantle and clean, inspect and
replace, and assemble and test components.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Dismantle and clean components.
Performance
Standard 1.1
Components and supporting information are prepared prior to dismantling and
cleaning.
Range Statement: Supporting information may include but is not limited to –
manufacturer's specifications, repair, parts publications, drawings.
Performance
Standard 1.2
Tools and procedure for dismantling are identified.
Performance
Standard 1.3
Components are dismantled in accordance with industry practice.
Performance
Standard 1.4
Components are cleaned in accordance with manufacturer’s recommendations
and industry practice.
Range Statement: Methods may include but are not limited to – hand, spray,
immersion, ultrasonic.
Performance
Standard 1.5
Disposal of cleaning agents is in accordance with worksite procedures.
Learning Outcome 2 Inspect and replace components.
Performance Components are inspected for conformance to manufacturer's specifications
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Standard 2.1 or customer’s specifications.
Range Statement: May include but is not limited to – visual, dimensional,
non-destructive testing, ultrasonic, (not x-ray or gamma ray).
Performance
Standard 2.2
Faulty components are assessed for repair or replacement, in accordance with
worksite procedures and industry practice.
Performance
Standard 2.3
Defective components are replaced in accordance with worksite procedures
and industry practice.
Learning Outcome 3 Assemble and test components.
Performance
Standard 3.1
Components are assembled in accordance with worksite procedures and
industry practice.
Performance
Standard 3.2
Components are tested and conformance to manufacturer's specifications or
customer’s specifications is confirmed.
Performance
Standard 3.3
Component records are completed in accordance with worksite procedures.
Explanatory Notes 1 Reference
Occupational Safety and Health Act (Samoa) 2002
Health and Safety in Employment Act (New Zealand) 1992
2 Definitions
Component – a complex, constituent part or aspect of a larger item of
machinery/equipment and may include but is not limited to valves (gate, ball,
and diaphragm), pumps, gearboxes, fans, and couplings.
Industry practice – safe and sound trade practices generally accepted by
competent persons within the mechanical engineering industry.
Worksite procedures – documents that include: worksite rules, codes, and
practices; equipment operating instructions and maintenance schedules;
documented quality management systems; and health and safety requirements.
3 Range
Evidence across all outcomes is required for the dismantling, inspection,
assembly, and testing of at least two components.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26017 Demonstrate knowledge of lubricants and lubrication systems,
and inspect lubrication systems
SQF Level III NCS Credit Value 5
NCS Purpose
Statement
People credited with this NCS are able to: demonstrate knowledge of
lubrication principles and characteristics; inspect lubrication systems; and
demonstrate knowledge of lubrication system faults.
Classification Field – Engineering and Related Technologies
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Subfield – Mechanical Engineering
Learning Outcome 1 Demonstrate knowledge of lubrication principles and characteristics.
Performance
Standard 1.1
Lubricants are identified in terms of the different types available.
Range Statement: May include but is not limited to – oil-based products
synthetic/semi-synthetic, dry film materials.
Performance
Standard 1.2
Lubricants are described in terms of performance characteristics.
Range Statement: May include but is not limited to – viscosity, additives,
flashpoint, operating range/temperature, operational life, compatibility.
Performance
Standard 1.3
Lubricants are described in terms of their role in machine components.
Range Statement: May include but is not limited to – temperature reduction,
moisture displacement, corrosion control, adhesion.
Performance
Standard 1.4
Information about lubricants is accessed and interpreted to meet machine
operation requirements.
Range Statement: May include but is not limited to – supplier publications,
material safety data sheets, internet, and workplace documentation.
Learning Outcome 2 Inspect lubrication systems.
Range Statement: A minimum of two systems.
Performance
Standard 2.1
The type of lubrication system to be inspected is identified.
Performance
Standard 2.2
Lubrication requirements for the system are determined from information
source(s).
Performance
Standard 2.3
System is checked for conformance in accordance with manufacturer’s
specifications and worksite procedures.
Range Statement: May include but is not limited to – fluid level, condition,
temperature, pressure, consumption and/or loss.
Performance
Standard 2.4
System faults are diagnosed, and corrective actions, if necessary, are taken in
accordance with worksite procedures.
Learning Outcome 3 Demonstrate knowledge of lubrication system faults.
Range Statement: A minimum of two systems.
Performance
Standard 3.1
Typical faults are described relative to the system selected.
Range Statement: May include but is not limited to – components of the
system, leaks, blockages, valve and pump function.
Performance
Standard 3.2
Fault testing methods are identified relative to the system selected.
Performance
Standard 3.3
Fault recording techniques are described in accordance with worksite
procedures.
Explanatory Notes 1 Candidates must comply with legislation applicable to this NCS which
includes Occupational Safety and Health Act 2002.
2 Worksite procedures refer to documents that include: worksite rules,
codes, and practices; equipment operating instructions and maintenance
schedules; documented quality management systems; and health and safety
requirements.
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3 Types of lubrication systems relevant to this NCS may include but are
not limited to open, closed, immersed, gravity, pressurised, and splash
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26018 Monitor the condition of machinery and equipment
SQF Level IV NCS Credit Value 4
NCS Purpose
Statement
People credited with this NCS are able to carry out routine sensory checks
and instrument checks on machinery and equipment, and carry out checks for
deterioration.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Pre-requisites and
co-requisites
NCS OC003, Apply safe working practices on engineering worksites, or
demonstrate knowledge and skills.
Learning Outcome 1 Carry out routine sensory checks on machinery and equipment.
Range Statement: Visual, sound, touch, smell.
Performance
Standard 1.1
Checks are carried out in accordance with health and safety legislation and
worksite procedures.
Performance
Standard 1.2
Results of the checks are recorded and/or reported in accordance with
worksite procedures.
Performance
Standard 1.3
Results are interpreted and actioned in accordance with worksite procedures
and industry practice.
Learning Outcome 2 Carry out instrument checks on machinery and equipment.
Range Statement: Fixed and hand-held instruments may include but are not
limited to – vibration pen/meter, digital thermometer, noise meter, digital
ultrasonic detector.
Performance
Standard 2.1
Instruments are calibrated, as applicable, in accordance with manufacturer’s
specifications and worksite requirements.
Performance
Standard 2.2
Data are obtained from instruments in accordance with worksite procedures.
Performance
Standard 2.3
Checks are carried out in accordance with health and safety legislation and
worksite procedures.
Performance
Standard 2.4
Results are recorded on machinery and equipment records in accordance with
worksite procedures.
Performance
Standard 2.5
Results are interpreted and actioned in accordance with worksite procedures.
Learning Outcome 3 Carry out checks for deterioration
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Range Statement: Deterioration may include but is not limited to –
electrolysis, cavitation, chemical corrosion, erosion, wear, and mechanical
damage.
Performance
Standard 3.1
Deteriorations and their causes are identified in accordance with industry
practice.
Performance
Standard 3.2
Results of checks are recorded and reported in accordance with worksite
procedures.
Explanatory Notes 1 Reference
Occupational Safety and Health Act (Samoa) 2002
Health and Safety in Employment Act (New Zealand) 1992
2 Definitions
Industry practice – safe and sound trade practices generally accepted by
competent persons within the mechanical engineering industry.
Worksite procedures – documents that include: worksite rules, codes, and
practices; equipment operating instructions and maintenance schedules;
documented quality management systems; and health and safety
requirements.
3 Range
Evidence across all outcomes requires the monitoring of at least two items of
machinery and equipment, which may include but is not limited to – rotating
drives, pumps, fans, and gear boxes.
Suggested
assessment methods
Checklist
Resource
requirements
Machinery components to be check daily.
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title
ER26019 Demonstrate basic engineering workshop skills under close
supervision
SQF Level I NCS Credit Value 12
NCS Purpose
Statement
This NCS covers introductory engineering workshop skills under close
supervision, and is intended mainly for use in secondary schools.
People credited with this NCS are able to: demonstrate basic knowledge of
engineering workshop tools, processes, and fixed machine tools; use basic
engineering workshop tools and equipment; and use basic engineering
workshop fixed machine tools.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Demonstrate basic knowledge of engineering workshop tools, processes, and
fixed machine tools.
Performance
Standard 1.1
Cutting tools are identified and their principles of operation outlined.
Range Statement: Evidence of five cutting tools is required.
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Performance
Standard 1.2
Marking out tools are identified and their principles outlined.
Range Statement: Evidence of five marking out tools is required.
Performance
Standard 1.3
Engineering measuring tools are identified and principles of operation
outlined.
Range Statement: Evidence of three engineering measuring tools is required.
Performance
Standard 1.4
Joining processes are identified and their principles of operation outlined.
Range Statement: Evidence of three joining processes is required.
Performance
Standard 1.5
Basic workshop fixed machine tools are identified and principles of operation
outlined.
Range Statement: Evidence of three basic workshop machines is required.
Performance
Standard 1.6
One surface finishing technique is identified and its principle outlined.
Learning Outcome 2 Use basic engineering workshop tools and equipment.
Range Statement: Evidence of use of at least two materials, three cutting
tools, three marking out tools, two measuring tools, two joining processes,
and one finishing technique is required.
Performance
Standard 2.1
Use of tools and equipment demonstrates sound techniques in basic workshop
applications.
Performance
Standard 2.2
Use of tools and equipment demonstrates safe working practices.
Performance
Standard 2.3
Workshop equipment, tools and workpieces are cleaned and returned to their
correct place of storage.
Learning Outcome 3 Use basic engineering workshop fixed machine tools.
Range Statement: Evidence of the use of a drill press and one other machine
tool is required.
Performance
Standard 3.1
Use of machine tools demonstrates sound techniques in basic machining
applications.
Performance
Standard 3.2
Use of machine tools demonstrates safe working practices.
Performance
Standard 3.3
Machined components are measured to confirm they meet the given
specifications.
Explanatory Notes 1 It is recommended that outcomes 2 and 3 are assessed by means of
simple practical engineering projects for which the candidate is given
appropriate specifications. Resource materials are available from Competenz
at http://www.tools4work.co.nz.
2 References
Occupational Safety and Health Act (Samoa) 2002
Health and Safety in Employment Act (New Zealand) 1992
Safety and Technology Education: A Guidance Manual for New Zealand
Schools. Wellington: Learning Media, 1998.
3 Definitions
Close supervision should be interpreted to mean that the teacher or supervisor
is present in the workshop at all times to guide and monitor workshop
activities.
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MIG – refers to Metal Inert Gas welding.
MMAW – refers to Manual Metal Arc Welding.
Sound techniques in the use of tools, equipment, and machine tools refers to
techniques as used in the trade, and typically includes using the correct tool
for the job, handling technique, work stance, use of work holding devices, and
tool maintenance.
TIG – refers to Tungsten Inert Gas welding.
4 Range
a. examples of engineering materials – ferrous, non ferrous, plastic.
b. examples of cutting tools – hacksaw, chisels, files, hole punches, tin snips,
bench shears, drills, taps, dies.
Suggested
assessment methods
Theory Test and Practical Test.
Resource
requirements
Hand and power tools of the trade.
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26020 Develop a simple product using engineering materials
SQF Level I NCS Credit Value 10
NCS Purpose
Statement
This NCS covers the development of a simple product using materials
commonly used in mechanical engineering, and is intended mainly for use in
high schools.
People credited with this NCS are able to investigate, design, and build a
simple product using engineering materials.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Investigate development of a simple product using engineering materials.
Performance
Standard 1.1
Factors relevant to the product development are investigated.
Range Statement: Examples of factors – material properties, performance
requirements, available tools and machinery, methods of measurement,
engineering processes, physical laws, usefulness of the product, cost, time to
build. Investigation of at least two factors is required.
Performance
Standard 1.2
Investigation explores alternatives for achieving the aims of the development.
Range Statement: At least two alternatives are required.
Performance
Standard 1.3
Investigation draws on different sources of information.
Range Statement: Examples of sources – library, internet, brain storming,
interview, site visit, technical press, catalogue. At least three sources are
required.
Performance
Standard 1.4
Sources of information relevant to the development are recorded.
Learning Outcome 2 Design a simple product using engineering materials.
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Performance
Standard 2.1
Design is developed from initial concepts, and refined, using the results of the
investigation.
Performance
Standard 2.2
Design demonstrates use of sketches or drawings to communicate design
details.
Range Statement: Sketches or drawings showing size and shape of object,
two and three dimensional views, tolerances. Drawings may be produced
manually or computer aided.
Performance
Standard 2.3
Design demonstrates the application of basic arithmetic in an engineering
context.
Range Statement: Basic arithmetic may include but is not limited to –
addition, subtraction, multiplication and division of digits to one decimal
point.
Learning Outcome 3 Build a simple product using engineering materials.
Performance
Standard 3.1
Building of product demonstrates sound use of workshop tools, equipment,
processes, and fixed machine tools at an introductory level.
Range Statement: Workshop tools may include but are not limited to –
hacksaws, chisels, files, hole punches, tin snips, drills, taps, dies, rules,
scribers, punches, dividers, odd leg callipers, callipers, micrometers, vernier
callipers, engineers square; workshop equipment may include but is not
limited to – MMAW, TIG, MIG, oxyacetylene welding, sheetmetal folders
and benders;
workshop processes may include but are not limited to – soldering, brazing,
welding, riveting, bending, forming, surface finishing; workshop fixed
machine tools may include but are not limited to – milling machines, drilling
machines, lathes.
Performance
Standard 3.2
Finished product functions as designed.
Performance
Standard 3.3
Finished product is within the tolerances specified in the design.
Explanatory Notes 1 Resource materials for this standard are available from Competenz at
http://www.tools4work.co.nz.
2 References
NZS/AS 1100.101:1992, Technical drawing – General principles;
NZS/AS 1100.201:1992, Technical drawing – Mechanical engineering
drawing.
3 Definitions
Product development – improving an existing product or developing a new
kind of product. For the purpose of this standard, the development is limited
to investigation, design, and building of a working prototype.
Simple product – product capable of being built from engineering materials
with basic workshop tools, machinery and processes, and requiring an
introductory level of skills and precision. Some examples are – model
engines, tools, toolboxes, wrought iron work, utensils, toys, ornamental items,
steel furniture.
MIG – refers to Metal Inert Gas welding.
MMAW – refers to Manual Metal Arc Welding.
TIG – refers to Tungsten Inert Gas welding.
4 It is expected that the teacher or supervisor will direct and assist the
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Investigation, design, and building of the product by providing focussing
questions, providing some sources, monitoring the design process, and
supervising workshop activities.
5 Range
Engineering materials – any of ferrous, non-ferrous, plastic.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
Simple machine, power tools and different materials such as plastic, ferrous
metal, non-ferrous metal etc….
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26021 Demonstrate knowledge of safety procedures in a specific
engineering workshop
SQF Level I NCS Credit Value 2
NCS Purpose
Statement
This NCS covers safety hazards and their management in a specific
engineering workshop, and is intended mainly for use in workshops in
secondary schools.
People credited with this standard are able to demonstrate knowledge of
hazards, personal safety, and safety procedures in a specific engineering
workshop.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Demonstrate knowledge of hazards in a specific engineering workshop.
Performance
Standard 1.1
Hazards occurring in the workshop are identified.
Range Statement: Equipment, tools, machinery, electrical, chemical, fire,
gas, fumes, compressed air, noise.
Performance
Standard 1.2
Hazard warning signs displayed in the workshop are identified.
Learning Outcome 2 Demonstrate knowledge of personal safety in a specific engineering
workshop.
Performance
Standard 2.1
Personal responsibilities in relation to workshop safety are identified.
Performance
Standard 2.2
Safety aspects of personal appearance are identified.
Range Statement: Long hair, jewellery, loose clothing.
Performance
Standard 2.3
Items of personal protective equipment available in the workshop, and their
uses, are identifying.
Examples are – covered shoes, safety glasses, ear muffs, leather gloves,
welding masks, welding goggles, hard hat, and breathing mask.
Performance
Standard 2.4
Orderly workshop habits are identified.
Range Statement: Workshop cleanliness and tidiness, avoidance of
boisterous play or practical jokes involving machinery.
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Learning Outcome 3 Demonstrate knowledge of safety procedures in a specific engineering
workshop.
Performance
Standard 3.1
Workshop procedures for action in the event of accident, fire, chemical
spillage, and live electricity are explained.
Performance
Standard 3.2
Items of firefighting equipment available in the workshop, and their
applications, are identified.
Explanatory Notes 1. Resource materials for this standard are available from Competenz.
2. References
Occupational Safety and Health Act (Samoa) 2002
Health and Safety in Employment Act (New Zealand) 1992
Guidelines for Guarding Principles and General Safety for Machinery.
Occupational Safety and Health Service, Department of Labour, 1995.
Safety and Technology Education: A Guidance Manual for New Zealand
Schools. Learning Media, 1998.
Suggested
assessment methods
Theory Test, Assignment, Assessment.
Resource
requirements
Safety equipment, Safety hand tools, Safety gears, and safety about the trades.
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26022 Apply hazard identification and risk assessment procedures in
the workplace
SQF Level III NCS Credit Value 4
NCS Purpose
Statement
People credited with this NCS are able to: describe hazards that may harm
workers, the work environment, and organisations; explain health and safety
requirements for hazard control; describe hazard control methods; and
identify hazards and apply risk assessment procedures.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Describe hazards that may harm workers, the work environment, and
organisations.
Performance
Standard 1.1
Sources of harm to people are described in terms of physical and mental
effects.
Range Statement: Effects include but are not limited to – injury, acute and
chronic health effects, quality of life;
sources include but are not limited to – machinery, handling, processes,
workplace conditions.
Performance
Standard 1.2
Sources of harm to, and impact on the environment are described.
Range Statement: Sources include but are not limited to – physical damage,
pollution (air, land, water, noise), and overuse of resources.
Performance
Standard 1.3
Sources of harm to organisations are described.
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Range Statement: Sources include but are not limited to – asset loss, lost
production, loss of resources, non-compliance with legal responsibilities,
market sharinsurance.
Learning Outcome 2 Explain health and safety requirements for hazard control.
Performance
Standard 2.1
The requirements of the OSH Act are explained in terms of the objectives and
compliance duties related to hazard control.
Performance
Standard 2.2
The onus of ‘all practicable steps’ is discussed in terms of the OSH Act 2002.
Learning Outcome 3 Describe hazard control methods.
Performance
Standard 3.1
Hazard control methods are described.
Range Statement: Methods include but are not limited to – elimination,
isolation, minimisation.
Performance
Standard 3.2
Methods for monitoring the effectiveness of hazard control are described in
accordance with organisational requirements.
Range Statement: Methods include but are not limited to – inspection,
passport to work, incidents, reports, ongoing review of safety and health
performance.
Learning Outcome 4 Identify hazards and apply risk assessment procedures
Performance
Standard 4.1
Hazards are identified in accordance with organisational requirements.
Range Statement: Hazard identification procedures may include but are not
limited to – task analysis, behaviour analysis, environment analysis, ‘what if’
analysis, fault tree analysis, accident and incident investigations,
documentation and reporting. Evidence is required for a minimum of three
procedures.
Performance
Standard 4.2
Risk assessment procedures are applied in accordance with organisational
requirements.
Range Statement: Procedures include but are not limited to – an assessment
of probability, level of risk, consequences; judgement against evidence of
systematic application of experience.
Performance
Standard 4.3
Documentation associated with hazard identification and risk assessment is
completed in accordance with organisational requirements.
Range Statement: Documentation includes but is not limited to – hazard
identification forms, risk assessment reports.
Explanatory Notes 1 Definitions
Organisational requirements refer to instructions to staff on policy and
procedures which are documented in memo or manual format and are
available in the workplace. These requirements may include but are not
limited to – site specific requirements, company quality management
requirements, approved codes of practice and guidelines, and legislative
requirements.
Hazard and Harm refer to the meanings used in the Occupational Safety and
Health Act 2002.
1 Legislative requirements include but are not limited to –
the Occupational Safety and Health Act 2002 and Health and Safety in
Employment Regulations 1995, Smoke- free Environments Act 1990,
Resource Management Act 1991, Hazardous Substances and New Organisms
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Act 1996, Building Act 2004, Electricity Regulations 1997, Health and Safety
in Employment (Asbestos) Regulations 1998, Factories and Commercial
Premises (First Aid) Regulations 1985, AS/NZ 4360:2004 Risk management,
and AS/NZ 3931:1998 Analysis of technological systems – Application guide.
Suggested
assessment methods
Assessment methods for this course ad design to ensure that student are given
every opportunity to demonstrate competence and the relevant underpinning
knowledge.
Resource
requirements
Apply safety in the workshop, First Aid Kit, Safety Signs, Safety Gears and
Occupational Health and Safety Act 2000.
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26023 Demonstrate knowledge of mathematical principles for
mechanical engineering
SQF Level IV NCS Credit Value 15
NCS Purpose
Statement
People credited with this NCS are able to demonstrate knowledge of: algebra
to solve mechanical engineering problems; trigonometry to solve mechanical
engineering problems; and the use of complex numbers as applied to
mechanical engineering problems.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Demonstrate knowledge of algebra to solve mechanical engineering
problems.
Performance
Standard 1.1
Algebraic concepts and their applications are described.
Range Statement: concepts include but are not limited to – equations of
lines, formula manipulation, substitution.
Performance
Standard 1.2
Formulae are manipulated so as to make one unknown quantity the subject.
Performance
Standard 1.3
Algebraic functions are solved and graphed.
Range Statement: linear, polynomial, logarithmic, exponential.
Performance
Standard 1.4
Simultaneous equations of two unknowns and three unknowns are solved, and
solutions are interpreted.
Quadratic equations are solved by factorisation and the use of formula.
Learning Outcome 2 Demonstrate knowledge of trigonometry to solve mechanical engineering
problems.
Performance
Standard 2.1
Graphs are drawn of basic trigonometric functions.
Range Statement: sine with amplitude, phase, and period; cosine with
amplitude, phase, and period; tangent with phase and period.
Performance
Standard 2.2
Double-angle problems are solved.
Performance
Standard 2.3
Problems involving angles and sides are solved using trigonometric functions.
Range Statement: right angled and non-right angled triangles.
Learning Outcome 3 Demonstrate knowledge of the use of complex numbers as applied to
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mechanical engineering problems.
Performance
Standard 3.1
The nature of complex numbers and their applications are described.
Performance
Standard 3.2
Conversions from rectangular to polar form and from polar to rectangular
form are demonstrated.
Performance
Standard 3.3
Numerical operations are performed on complex numbers.
Range Statement: addition, subtraction, multiplication, division.
Performance
Standard 3.4
Given engineering problems are solved using complex numbers.
Explanatory Notes 1 All activities must comply with: any policies, procedures, and
requirements of the organisations involved; the ethical codes and
standards of relevant professional bodies; and any relevant legislative
and/or regulatory requirements which may include but are not limited to
the Occupational Safety and Health Act 2002, and its subsequent and
delegated legislation.
2 2 Assessment is to be ‘closed book’, with all relevant formulae
provided. Computers and/or non-programmable calculators may be
used.
Suggested
assessment methods
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26024 Demonstrate knowledge of process control in mechanical
engineering
SQF Level IV NCS Credit Value 3
NCS Purpose
Statement
This NCS is for use in training of mechanical engineering trades, and covers
knowledge of the fundamentals of process control and its application to
mechanical plant.
People credited with this NCS are able to demonstrate knowledge of simple
control loops, process control components, and process control applications.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Demonstrate knowledge of simple control loops.
Performance
Standard 1.1
Open-loop and closed-loop control are distinguished, and an example of each
is given.
Performance
Standard 1.2
A diagram of a simple feedback closed-loop control system is drawn and its
operation explained with reference to the components and signals.
Range Statement: process variable, sensor, transducer, feedback signal,
controller, regulating signal, control element, setpoint, control limits.
Performance Discrete and continuous processes are distinguished, and an example of each
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Standard 1.3 is given.
Performance
Standard 1.4
Practical applications of simple feedback control processes in mechanical
engineering are outlined.
Range Statement: one process using mechanical feedback, one process using
electrical signals.
Learning Outcome 2 Demonstrate knowledge of process control components.
Performance
Standard 2.1
The purpose of transducers is described in terms of controlling mechanical
processes.
Performance
Standard 2.2
The principles of operation of transducers are described.
Range Statement: transducers – mass, weight, force, position, level,
pressure, temperature, flow-rate.
Evidence of four transducers is required.
Performance
Standard 2.3
The function of PLCs in process control is described with reference to input,
output, and programme logic.
Performance
Standard 2.4
The advantages of a PID controller are contrasted with those of a PLC.
Performance
Standard 2.5
The role of switches, motors, and actuators in controlling processes is
outlined with reference to two examples from mechanical engineering.
Learning Outcome 3 Demonstrate knowledge of process control applications.
Performance
Standard 3.1
The terms stand alone control, integrated control, and distributed control are
explained with reference to control of plant processes.
Performance
Standard 3.2
Signal communication methods used in real-time DCSs are outlined.
Range Statement: analogue, digital, current loop, digital networks.
Performance
Standard 3.3
The roles of SCADA and HMI in controlling industrial processes are
outlined, with the aid of a diagram of an industrial plant supplied by the
candidate.
Explanatory Notes 1. Definitions
DCS – Distributed Control System.
HMI – Human Machine Interface.
PID – Proportional Integral Derivative controller.
PLC – Programmable Logic Controller.
SCADA – Supervisory Control And Data Acquisition.
Suggested
assessment methods
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26025Demonstrate knowledge of mechanical power transmission
SQF Level III NCS Credit Value 3
NCS Purpose People credited with this NCS are able to demonstrate knowledge of belt
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Statement drives, chain drives, gears, shaft couplings, clutches and brakes, and variable
speed drives.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Demonstrate knowledge of belt drives.
Performance
Standard 1.1
Belt drives are identified, and their principles of operation and applications
explained in accordance with industry practice.
Range Statement: flat belt and pulley, V-belt and pulley, positive drive
(toothed) belt.
Performance
Standard 1.2
The term pitch diameter as it refers to a V-pulley is explained in accordance
with industry practice.
Performance
Standard 1.3
Calculations involving pitch diameters and revolutions per minute of two
pulleys connected by a V-belt are performed.
Range Statement: where S1 is driver rotational speed;
D1 is driver pitch diameter;
S2 is driven rotational speed;
D2 is driven pitch diameter.
evidence of a minimum of two calculations is required.
Performance
Standard 1.4
Symptoms of belt deterioration are identified.
Range Statement: evidence of two symptoms is required.
Learning Outcome 2 Demonstrate knowledge of chain drives.
Performance
Standard 2.1
The principles of operation and application of chain drives is explained in
accordance with industry practice.
Performance
Standard 2.2
The term chain pitch is explained in accordance with industry practice.
Performance
Standard 2.3
Two chain adjustment methods are outlined in accordance with industry
practice.
Performance
Standard 2.4
A method for estimating chain wear is outlined in accordance with industry
practice.
Performance
Standard 2.5
Calculations involving sprocket teeth and rotational speed of a chain drive are
performed.
Range Statement: evidence of a minimum of two calculations is required.
Performance
Standard 2.6
Common chain drive problems and their symptoms are described in
accordance with industry practice.
Range Statement: evidence of two symptoms is required.
Learning Outcome 3 Demonstrate knowledge of gears.
Performance
Standard 3.1
Gear drives are identified, and their principles of operation and applications
explained in accordance with industry practice.
Range Statement: spur gear, helical gear, double helical gear, rack and
pinion, internal gearing, worm and wheel, bevel gear, planetary gears.
Performance
Standard 3.2
The terms circular pitch, pitch diameter, gear ratio, and backlash are
explained in accordance with industry practice.
Performance
Standard 3.3
Calculations involving numbers of gear teeth and rotational speed of a gear
drive are performed.
2211DSDS
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Range Statement: evidence of a minimum of two calculations is required.
Performance
Standard 3.4
Common gear drive problems and their symptoms are described in
accordance with industry practice.
Range Statement: evidence of two symptoms is required.
Learning Outcome 4 Demonstrate knowledge of shaft couplings.
Performance
Standard 4.1
Shaft couplings are identified, and their principles of operation and
applications explained in accordance with industry practice.
Range Statement: couplings – rigid, flexible, fluid, universal joint.
Evidence of one example from each type is required.
Performance
Standard 4.2
Common coupling problems and their symptoms are described in accordance
with industry practice.
Range Statement: evidence of two symptoms is required.
Learning Outcome 5 Demonstrate knowledge of clutches and brakes.
Performance
Standard 5.1
Clutches and brakes are identified, and their principles of operation and
applications explained in accordance with industry practice.
Range Statement: clutches and brakes may include – dog-tooth, cone,
expanding shoe, plate, centrifugal, magnetic, sprag; band brake.
Evidence of three is required.
Performance
Standard 5.2
Common clutch and brake problems and their symptoms are described in
accordance with industry practice.
Range Statement: evidence of two symptoms is required.
Learning Outcome 6 Demonstrate knowledge of variable speed drives.
Performance
Standard 6.1
The main advantage of using variable speed drives is stated.
Performance
Standard 6.2
The principles of operation of variable speed drives are described in
accordance with industry practice.
Range Statement: mechanical drives may include – variable pitch, traction;
hydraulic drives may include – hydrostatic, hydrodynamic, hydroviscous;
electric drives may include – direct current, alternating current, eddy current.
Evidence of one mechanical, one hydraulic, and one electric drive is required.
Explanatory Notes 1 Reference
Culley, Ron, ed. Fitting and Machining. ISBN 0724138196 (Melbourne:
RMIT Publishing, 2009).
2 Definition
Industry practice – safe and sound trade practice generally accepted by
competent persons within the mechanical engineering industry.
Suggested
assessment methods
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
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Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26026Demonstrate knowledge of modern manufacturing concepts and
their significance in plant maintenance
SQF Level IV NCS Credit Value 3
NCS Purpose
Statement
This NCS is for use in training of mechanical engineering trades employed in
the maintenance of manufacturing plants, and covers a range of concepts used
in modern manufacturing enterprises and their significance in the
maintenance of engineering plant.
People credited with this NCS are able to demonstrate knowledge of modern
manufacturing concepts, and statistical process control.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Demonstrate knowledge of modern manufacturing concepts.
Performance
Standard 1.1
The concept of lean manufacturing is explained with reference to the types of
waste in production processes.
Performance
Standard 1.2
Practical examples of waste in a manufacturing environment are given.
Range Statement: examples covering – over-production, waiting time,
transportation, over-processing, inventory, motion, scrap.
Performance
Standard 1.3
The key tools used to implement lean manufacturing are briefly explained,
with reference to their influence on plant maintenance.
Range Statement: key tools – Kaizen, Just in Time, Kanban, Poka Yoke,
TQM, TPM, 5S, SMED.
Performance
Standard 1.4
The concept of agile manufacturing is explained with reference to its purpose
and how it can be achieved.
Learning Outcome 2 Demonstrate knowledge of statistical process control.
Performance
Standard 2.1
The nature and purpose of statistical process control are explained without
use of mathematics.
Performance
Standard 2.2
The use of control charts in a production process is explained from the
perspective of plant maintenance activities.
Performance
Standard 2.3
The concepts of 3 Sigma and 6 Sigma in process control are explained
without use of mathematics.
Performance
Standard 2.4
An Xbar-R (Shewhart) chart is prepared from given process measurements
and analysed to establish whether the process is in control or not.
Explanatory Notes 1. Definitions
3 Sigma – a process in which the control limits are at ±3 standard deviations
from the mean.
5S – methodology for waste elimination through workplace organisation,
centred around five Japanese concepts, translated as: sort, straighten, shine,
standardise, and sustain.
6 Sigma – quality measurement and improvement programme which focuses
on achieving very low failure rates, such as when the process control limits
are ±6 standard deviations from the mean.
Agile manufacturing – the ability to accomplish rapid changeover between the
manufacture of different products.
Just in Time – an inventory strategy for improvement of return on investment
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by reducing in-process inventory and associated costs.
Kaizen – an approach to productivity, based on continuous incremental
process improvements through elimination of waste in machinery, labour, and
production methods.
Kanban – a ‘pull’ system at a stock point in which a supply batch is ordered
only when a previous batch is withdrawn. Used to implement Just in Time.
Lean manufacturing – a manufacturing methodology emphasizing the
minimisation of all resources (including time) used in an enterprise, and
typically employing Just in Time, Kaizen, Kanban, TQM, and TPM. Also
referred to as Competitive Manufacturing.
Poka Yoke – a methodology for preventing errors by imposing limits on an
operation which force its correct completion.
SMED – Single Minute Exchange of Die, a strategy for rapid changeover of
tooling.
TPM – Total Productive Maintenance, an approach to maintenance
emphasizing preventive and predictive maintenance activities.
TQM – Total Quality Management, a management strategy aimed at
embedding awareness of quality in all processes of an organisation.
Suggested
assessment methods
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26027 Demonstrate knowledge of modern engineering plant
maintenance practice
SQF Level IV NCS Credit Value 5
NCS Purpose
Statement
This NCS is for use in training of mechanical engineering trades employed in
the maintenance of manufacturing plants, and covers strategies and
techniques used in the maintenance of modern manufacturing plants.
People credited with this NCS are able to: demonstrate knowledge of plant
maintenance strategies and activities, and diagnostics in mechanical plant;
and perform a Root Cause Analysis of a mechanical failure.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Demonstrate knowledge of plant maintenance strategies.
Performance
Standard 1.1
Different approaches to plant maintenance and their impact in a
manufacturing environment are explained with practical examples.
Range Statement: approaches – reactive, planned, preventative, predictive,
proactive.
Performance
Standard 1.2
The concepts of Reliability Centred Maintenance and Total Productive
Maintenance are outlined with reference to impact on plant and process
reliability.
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Performance
Standard 1.3
Key performance indicators for plant reliability are identified and their
meanings explained.
Range Statement: evidence of at least three key performance indicators is
required.
Learning Outcome 2 Demonstrate knowledge of plant maintenance activities.
Performance
Standard 2.1
Typical maintenance planning, scheduling, and shutdown activities are
outlined for a modern manufacturing plant, with reference to relevant
management systems.
Performance
Standard 2.2
Machine maintenance activities are outlined.
Range Statement: cleaning, servicing, adjusting, monitoring, fault finding,
repair.
Performance
Standard 2.3
Condition monitoring techniques are described with reference to purpose,
fundamental instrument principle, and application in a maintenance
programme.
Range Statement: techniques – vibration analysis, ultrasonic detection, oil
analysis, infrared thermal imaging.
Learning Outcome 3 Demonstrate knowledge of diagnostics in mechanical plant.
Performance
Standard 3.1
The principles of fault diagnosis are explained.
Range Statement: symptoms, measurement, observation of intermediate
points, use of manuals and fault finding data, logical analysis, fault location.
Performance
Standard 3.2
Common problems in mechanical plant are described with reference to
symptoms, cause, and remedy.
Range Statement: evidence of five different problems is required.
Learning Outcome 4 Perform a Root Cause Analysis of a mechanical failure.
Range Statement: evidence of any one method of performing and presenting
the root cause analysis may be used.
Performance
Standard 4.1
All data relating to the failure are investigated and listed.
Performance
Standard 4.2
A causal factor chart or tree is prepared, presenting all events and conditions
leading to the failure.
Performance
Standard 4.3
Root causes are deduced using a decision diagram.
Performance
Standard 4.4
Recommendations to address the root causes are developed to prevent similar
failures.
Performance
Standard 4.5
Analysis is documented in tabular format, showing root causes and
recommendations as a minimum.
Explanatory Notes Definitions
Reliability Centred Maintenance – a planned maintenance strategy that is
needs-based, providing the best mix of plant reliability and cost effectiveness.
Root Cause Analysis – a systematic approach to finding the root cause of
failure, which, if removed, will prevent recurrence.
Total Productive Maintenance – a company-wide philosophy of maintenance
that involves the entire company and focuses on continuous improvement.
Suggested
assessment methods
Resource
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© Samoa Qualifications Authority 2013
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26028 Perform planned maintenance work on mechanical equipment
SQF Level IV NCS Credit Value 5
NCS Purpose
Statement
This NCS is for use in training of mechanical engineering trades employed in
the plant maintenance, and covers performance of planned maintenance work.
People credited with this NCS are able to: prepare for maintenance of
mechanical equipment; maintain mechanical equipment; and notify
completion of maintenance and document results.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Prepare for maintenance of mechanical equipment.
Performance
Standard 1.1
Maintenance work is sequenced in accordance with maintenance schedules.
Performance
Standard 1.2
Appropriate personnel are consulted to ensure the work is coordinated
effectively with others involved on the worksite in accordance with worksite
procedures.
Performance
Standard 1.3
Normal operating principles of the equipment are ascertained to the extent
necessary to perform the maintenance work.
Performance
Standard 1.4
Maintenance records, materials, tools, and instruments necessary to complete
the work are assembled in accordance with maintenance instructions.
Performance
Standard 1.5
Hazards are identified and managed, and, where appropriate, shutdown
procedures are ascertained and initiated in accordance with worksite
procedures.
Learning Outcome 2 Maintain mechanical equipment.
Performance
Standard 2.1
Equipment is maintained in accordance with maintenance records and
instructions. Any unforeseen events or conditions are responded to in
accordance with worksite procedures.
Performance
Standard 2.2
Maintenance work does not damage the equipment or adjacent plant.
Performance
Standard 2.3
Maintenance work reflects safe working practices in accordance with industry
practice.
Learning Outcome 3 Notify completion of maintenance and document results.
Performance
Standard 3.1
Appropriate personnel are notified of the completion of the maintenance work
and of any suggestions for improvements or modifications in accordance with
worksite procedures.
Performance
Standard 3.2
Maintenance records are updated in accordance with worksite procedures.
Explanatory Notes 1 Reference
Occupational Safety and Health Act 2002.
2 Definitions
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Industry practice – safe and sound practices generally accepted by competent
trade persons within the mechanical engineering industry.
Worksite procedures – documents that include: worksite rules, codes, and
practices; equipment operating instructions and maintenance schedules;
documented quality management systems; and health and safety
requirements.
3 Range
Planned maintenance work – any scheduled maintenance activity such as
servicing, alignment, adjustment, condition monitoring, leak detection,
replacement of components.
Evidence of ten different types of maintenance activity is required.
Suggested
assessment methods
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26029 Describe the principles of static and dynamic balancing, and
carry out static balancing
SQF Level III NCS Credit Value 4
NCS Purpose
Statement
People credited with this NCS are able to describe the principles of static and
dynamic balancing, and carry out static balancing of components.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Describe the principles of static and dynamic balancing.
Performance
Standard 1.1
The difference between static and dynamic balancing of components is
described.
Performance
Standard 1.2
The terminology associated with static and dynamic balancing is used.
Range Statement: force of gravity, centrifugal force, axis of rotation, bearing
vibration, balancing weights, weight placement.
Performance
Standard 1.3
The effects of an out of balance component on machine performance are
described.
Methods of statically and dynamically balancing components are described
with reference to balancing equipment and material addition and removal.
Range Statement: components – flywheel or disk, large rotor.
Learning Outcome 2 Carry out static balancing of components.
Range Statement: may include but is not limited to – lathe face plates,
shafts, grinding wheels, propellers, impellors, fans;
evidence is required for the balancing of at least two components.
Performance
Standard 2.1
Safety hazards are identified, and precautions are taken in accordance with
worksite procedures.
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Performance
Standard 2.2
Components are statically balanced in accordance with job requirements.
Performance
Standard 2.3
Balancing of components is recorded and checked in accordance with
worksite procedures.
Explanatory Notes 1 Reference
Occupational Safety and Health Act 2002.
2 Definition
Industry practice – safe and sound trade practices generally accepted by
competent persons within the mechanical engineering industry.
Worksite procedures – documents that include: worksite rules, codes, and
practices; equipment operating instructions and maintenance schedules;
documented quality management systems; and health and safety
requirements.
Suggested
assessment methods
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26030 Apply sketching techniques and produce drawings for
mechanical engineering
SQF Level IV NCS Credit Value 11
NCS Purpose
Statement
People credited with this NCS are able to describe and apply sketching
techniques for mechanical engineering, and produce drawings in CAD for
mechanical engineering.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Describe and apply sketching techniques for mechanical engineering.
Range Statement: projections – axonometric (isometric, diametric, and
trimetric), oblique, orthographic, auxiliary, sectional views.
Performance
Standard 1.1
Sketching techniques are described in terms of their application.
Performance
Standard 1.2
Sketching techniques are applied to meet task requirements.
Learning Outcome 2 Produce drawings in CAD for mechanical engineering.
Range detail (orthographic) drawings, assembly drawings.
Performance
Standard 2.1
Drawings are produced that demonstrate an accuracy and clarity which meets
task requirements.
Range Statement: detail drawings – dimensioning, limits and fits, surface
finish, geometric tolerancing, keyways, fastenings, conventional
representations of common features, welding and fabrication symbols,
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standard abbreviations;
assembly drawings – dimensioning, limits and fits, surface finish, geometric
tolerancing, keyways, fastenings, conventional representations of common
features, welding and fabrication symbols, standard abbreviations, materials
list, numbering and/or filing system, Bill of Materials, change notices,
drawing change notation, document control.
Explanatory Notes 1 All activities must comply with: any policies, procedures, and
requirements of the organisations involved; the ethical codes and
standards of relevant professional bodies; and any relevant legislative
and/or regulatory requirements which may include but are not limited to
the Occupational Safety and Health Act 2002, and its subsequent and
delegated legislation.
2 Drawings produced for this NCS must be in accordance with the
following publications, their subsequent amendments, or international
equivalent:
NZS/AS 1100.101:1992: Technical Drawing – General principles;
NZS/AS 1100.201:1992: Technical Drawing – Mechanical engineering
drawing.
3 Computer aided design (CAD) refers to software that is two-
dimensional (2D), three-dimensional (3D), or is a combination of these
features.
Suggested
assessment methods
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26031 Demonstrate knowledge of new technology developments
relevant to the mechanical engineering industry
SQF Level V NCS Credit Value 5
NCS Purpose
Statement
This NCS is intended for advanced mechanical engineering trades people and
covers knowledge of mechanical engineering technology developments
relevant to their industry.
People credited with this NCS are able to demonstrate knowledge of new
technology developments and their impact on a particular workplace within
the mechanical engineering industries; and prepare a business case for
improvements to a mechanical engineering enterprise through the use of a
new technology.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Demonstrate knowledge of new technology developments and their impact on
a particular workplace within the mechanical engineering industries.
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Range Statement: mechanical engineering industries could be one of the
following – engineering fabrication, fire protection, general and maintenance
engineering, mechanical services, or precision engineering.
Evidence of two new technology developments is required.
Performance
Standard 1.1
The features of the new development are explained in terms of its application
in a particular workplace.
Performance
Standard 1.2
The implications of introducing the new development in a particular
workplace are analysed.
Range Statement: cost, manpower, quality, productivity.
Performance
Standard 1.3
Sources of information are documented in accordance with the workplace
style guide.
Learning Outcome 2 Prepare a business case for improvements to a mechanical engineering
enterprise through the use of a new technology.
Performance
Standard 2.1
Business case clearly documents shortcomings of present technology and how
this may be improved through the use of a new technology.
Performance
Standard 2.2
Business case compares at least two options and identifies the most suitable
with costs and benefits expressed in measurable terms.
Performance
Standard 2.3
The standard and format of the business case meet company practice.
Explanatory Notes Definitions
New technology – technology that has been developed or become
commercially available in the past five years, or existing technology that is
being used for a new application.
Workplace style guide refers to any set of standards for the writing and design
of documents that is acceptable and appropriate to the workplace for which
the development is intended.
Suggested
assessment methods
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26032 Carry out tests and measurements using approved procedures
within mechanical engineering contexts
SQF Level V NCS Credit Value 10
NCS Purpose
Statement
People credited with this NCS are able to: prepare for testing and measuring;
carry out tests and measurements in accordance with approved procedures
within mechanical engineering contexts; and record and report results.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Prepare for testing and measuring.
Performance
Standard 1.1
Preparation includes the development of working documents to meet the
requirements of the supplied plan and job specifications.
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Range Statement: documents – work sheets, check sheets.
Performance
Standard 1.2
Worksite is prepared to the plan requirements and job specifications.
Range Statement: accessibility, personnel safety, plant security.
Performance
Standard 1.3
Preparation ensures that equipment and materials are available when required,
and checked as functional and accurate to the plan requirements and job
specifications.
Performance
Standard 1.4
Briefing and preparation of personnel ensures that they are able to meet the
plan requirements and job specifications.
Learning Outcome 2 Carry out tests and measurements in accordance with approved procedures
within mechanical engineering contexts.
Performance
Standard 2.1
Tests and measurements are carried out to specified standards and/or the
organisation's requirements in accordance with industry practice and worksite
procedures.
Range Statement: use of equipment, test procedures, data recording,
tolerances, timings.
Performance
Standard 2.2
Monitoring and evaluation of results are carried out in accordance with
specified standards, industry practice, and/or the organisation's requirements
and processes.
Performance
Standard 2.3
Actions are taken in accordance with the worksite procedures to ensure
validity of results.
Range Statement: re-test, re-sample, report, take contingency actions.
Learning Outcome 3 Record and report results.
Performance
Standard 3.1
Results are recorded in accordance with plan requirements and worksite
procedures.
Performance
Standard 3.2
Results are reported within agreed timeframes in accordance with the plan
and worksite procedures.
Range Statement: format, content, distribution.
Explanatory Notes 1 References
Occupational Safety and Health Act 2002.
Resource Management Act 1991.
American Society of Heating, Refrigerating and Air-Conditioning Engineers,
Inc. (ASHRAE). Standard 111-2008, Measurement, Testing, Adjusting, and
Balancing of Building Heating, Ventilation, Air-Conditioning, and
Refrigeration Systems. ASHRAE, 2008. Available from:
http://www.ashrae.org.
Chartered Institution of Building Services Engineers (CIBSE). CIBSE
Commissioning Codes. CIBSE, 2003. Available from:
http://www.cibse.org/index.cfm?go=publications.view&item=398.
Sheet Metal and Air Conditioning Contractors National Association
(SMACNA). HVAC Systems – Testing, Adjusting and Balancing, Third
Edition. SMACNA, 2002. Available from:
http://www.smacna.org/bookstore/index.cfm.
2 Definitions
Approved procedures – include national standards, industry standards and the
organisation's standards such as documented worksite procedure
Industry practice – safe and sound practices accepted by the mechanical
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engineering industry.
Job specifications – instructions relevant to the safe completion of the specific
task, such as technical specifications, assembly instructions, drawings, parts
lists, standards, codes of practice, test and commissioning procedures, and
verbal instructions.
Worksite procedures – operational procedures put in place by the candidate’s
employer. These include site safety procedures, equipment operating
procedures, job procedures, quality assurance processes and procedures, and
other procedures for the handling and disposal of materials and waste.
3 The following apply to this NCS:
a. All activities must demonstrate safe working practices.
b. All activities must be completed independently and reported within
accepted timeframes.
c. All work practices must meet worksite's documented quality management
requirements. This includes documentation of activities, events,
assumptions, and decisions.
d. All required equipment must be set up, started up, operated, and shut
down in accordance with the organisation's documented procedures.
e. All activities must comply with: any policies, procedures, and
requirements of the organisations involved; the ethical codes and
standards of relevant professional bodies; the cultural requirements of the
organisations and individuals involved; and any relevant legislative and/or
regulatory requirements, which can include but are not limited to those
listed in the references.
4 The supplied plan includes the aims of the testing and measuring activity,
the nature of the required outcomes, worksite requirements, requirements
and/or procedures for the use of equipment, data recording requirements,
and requirements for the evaluation and reporting of results.
5 Range
Tests and measurements include but are not limited to – fluid flow, pressure,
temperature, vibration, humidity, angular and linear velocities, thermal
contraction and expansion, stresses and strains, electrical supply, and physical
measurements.
Suggested
assessment methods
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26033 Demonstrate and apply knowledge of mechanical statics for
mechanical engineering
SQF Level IV NCS Credit Value 15
NCS Purpose People credited with this NCS are able to: describe given concepts in
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© Samoa Qualifications Authority 2013
Statement mechanical statics; apply mechanical statics principles to specified
applications; and apply stress and strain principles to steel components.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Describe given concepts in mechanical statics.
Range Statement: concepts – statics, equilibrium, forces, vectors, stress,
strain.
Performance
Standard 1.1
Concepts are described in terms of main features, purpose, and use.
Performance
Standard 1.2
Supporting practical examples provide valid illustrations of the concepts.
Learning Outcome 2 Apply mechanical statics principles to specified applications.
Performance
Standard 2.1
The principles of forces, moments, and couples are applied to specified
applications.
Range Statement: applications – coplanar force systems, loading of beams,
frameworks, centres of gravity.
Learning Outcome 3 Apply stress and strain principles to steel components.
Performance
Standard 3.1
Direct stress, indirect stress, and direct strain calculations are performed to
determine the suitability of components for use.
Performance
Standard 3.2
Torsional stress and strain calculations are performed to determine the
suitability of solid and hollow sections for use.
Performance
Standard 3.3
Determined working stresses conform with published allowable stresses for
given types of loading, fixing, and factors of safety.
Range Statement: published allowable stresses – manufacturers’ and/or
material suppliers’ data.
Performance
Standard 3.4
Second moments of area are calculated on the basis of determined working
stress and/or allowable working stress.
Explanatory Notes All activities must comply with: any policies, procedures, and requirements of
the organisations involved; the ethical codes and standards of relevant
professional bodies; and any relevant legislative and/or regulatory
requirements which may include but are not limited to the Occupational
Safety and Health Act 2002, and its subsequent and delegated legislation.
Suggested
assessment methods
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26034 Demonstrate knowledge of job costing in mechanical
engineering
SQF Level IV NCS Credit Value 2
NCS Purpose People credited with this NCS are able to: demonstrate knowledge of the
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Statement Consumer Guarantees Act 1993 and of factors influencing job costing; and
prepare an estimate for a mechanical engineering job.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Demonstrate knowledge of the Consumer Guarantees Act 1993.
Performance
Standard 1.1
Legal responsibilities of relevance to a tradesperson under the Consumer
Guarantees Act 1993 are outlined.
Range Statement: Supply of goods may include – title, quality, fitness for
purpose, compliance with description, price; supply of services may include –
care and skill, fitness for purpose, time of completion, price.
Evidence of five responsibilities is required.
Learning Outcome 2 Demonstrate knowledge of factors influencing job costing.
Performance
Standard 2.1
Cost factors involved in the running of a mechanical workshop are explained
with indications of typical costs.
Range Statement: Time, materials, consumables, overheads, profits, interest.
Performance
Standard 2.2
Typical workshop overheads are identified in accordance with the entity’s job
costing guidelines.
Performance
Standard 2.3
Sources of income for a workshop are identified in accordance with the
entity’s job costing guidelines.
Performance
Standard 2.4
The difference between an estimate and a quotation is explained in terms of
their legal status.
Learning Outcome 3 Prepare an estimate for a mechanical engineering job.
Range Statement: Estimate for making a component or assembly to a given
specification, or for performing a service such as a repair or overhaul in
accordance with the entity’s job costing guidelines.
Performance
Standard 3.1
Estimate itemises required materials and consumables.
Performance
Standard 3.2
Estimate includes labour costs.
Performance
Standard 3.3
Estimate includes additional expenses such as hireage or transport.
Performance
Standard 3.4
Estimate includes allowances for overheads, and profit.
Performance
Standard 3.5
Estimate includes total and Goods and Service Tax.
Performance
Standard 3.6
Estimate is documented, either manually or on a spreadsheet.
Explanatory Notes 1 Reference
Consumer Guarantees Act 1993.
2 Definitions
An entity – may include but is not limited to: an entire organisation; a part of
an organisation such as a cost-centre, department, or branch; a small-to-
medium enterprise (SME).
Job costing guidelines – guidelines for determining or calculating costs for
each job to ensure the pricing covers actual costs and provides a profit. Costs
may include but is not limited to: labour, material, consumables, utilities such
as power, water, and communications, machine and equipment, inspection,
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transportation, hire, outsourcing, rent.
3 Assessment Information
Candidates must be assessed against this NCS in their workplace using
naturally occurring evidence, or in a realistic simulation of such a context.
Competence must be demonstrated within timeframes expected in a
commercial environment.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26035 Demonstrate basic knowledge of engineering materials
SQF Level II NCS Credit Value 2
NCS Purpose
Statement
People credited with this NCS are able to, in terms of engineering materials,
demonstrate basic knowledge of the production of engineering materials;
compare physical characteristics of engineering materials; and identify the
selection factors and applications of engineering materials.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Demonstrate basic knowledge of the production of engineering materials
Performance
Standard 1.1
The primary raw materials used in the production of engineering materials are
identified.
Performance
Standard 1.2
Key process steps in the production of engineering materials are identified.
Learning Outcome 2 Compare physical characteristics of engineering materials.
Performance
Standard 2.1
Engineering materials are compared qualitatively in terms of their physical
characteristics.
Range Statement: physical characteristics – machinability, weldability,
hardenability, malleability, ductility, durability, thermal conductivity,
electrical conductivity, surface texture / finish, strength, density, hardness,
lustre, colour, melting point, wear resistance.
Learning Outcome 3 Identify the selection factors and applications of engineering materials.
Performance
Standard 3.1
Common applications of engineering materials are identified.
Range Statement: two applications for each engineering material.
Performance
Standard 3.2
Factors influencing the selection of materials are identified.
Range Statement: may include but is not limited to – cost, availability,
preparation time, appropriateness for job, ease of working, job specifications,
mechanical properties, machine capability.
Mechanical properties, appropriateness for job, and at least one other factor
are required.
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Explanatory Notes 1. Definition
Primary raw materials – include basic and fundamental compounds,
elements, and agents used to produce engineering materials.
2. Assessment information
This unit is intended to cover entry level knowledge of engineering materials,
to establish a foundation knowledge base.
3. Range
Engineering materials – wood, metal, concrete, polymers.
Suggested
assessment methods
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26036 Select, use, and care for, engineering hand tools
SQF Level II NCS Credit Value 4
NCS Purpose
Statement
People credited with this NCS are able to select, use and care for, engineering
hand tools.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Select and use engineering hand tools.
Range Statement: Development of a basic knowledge of practices within
one trade area of an engineering trade
Performance
Standard 1.1
Hazards associated with hand tool use are identified in accordance with hand
tool type and industry practice.
Performance
Standard 1.2
Hand tools are selected in accordance with industry practice.
Performance
Standard 1.3
Hand tools are used to meet task requirements in accordance with industry
practice.
Learning Outcome 2 Care for engineering hand tools.
Performance
Standard 2.1
Hand tools are inspected for damage and faults and supervisor advised.
Performance
Standard 2.2
Hand tools are serviced and stored in accordance with industry practice.
Explanatory Notes 1. References
Occupational Health and Safety Act (Samoa) 2002
Health and Safety in Employment Act (New Zealand) 1992
2. Definitions
Industry practice – safe and sound trade practices generally accepted by
competent persons within the mechanical engineering industry.
Serviced – routine actions that ensure operational integrity. Examples include
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cleaning, lubricating, and minor adjustments.
3. Assessment information
Engineering hand tools applicable to this NCS fall within the following
categories:
Cutting tools, which may include but are not limited to – hacksaws, chisels,
files, hole punches, tin snips.
Assembly tools, which may include but are not limited to – hammers,
punches, vices, clamps, spanners, wrenches (including impact and torque),
pliers
Evidence is required for a minimum of three hand tools from each category.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
Hand tools of different types
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26037 Select, use, and care for simple measuring devices used in
engineering
SQF Level I NCS Credit Value 2
NCS Purpose
Statement
People credited with this NCS are able to select, use, and care for simple
measuring devices used in engineering.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Select simple measuring devices.
Performance
Standard 1.1
Devices are selected, having regard to the quantity to be measured, expected
magnitude, and avoidance of device overload.
Learning Outcome 2 Use simple measuring devices.
Performance
Standard 2.1
Measurements are correct within the accuracy of the device.
Performance
Standard 2.2
Measurements are validated by re-measurement with the same or an alternate
device.
Performance
Standard 2.3
Measuring devices and objects to be measured are not damaged during the
measurement.
Performance
Standard 2.4
Measurements are recorded in accordance with industry practice.
Range Statement: Number of decimal places, units, prefixes, symbols.
Learning Outcome 3 Care for simple measuring devices.
Performance
Standard 3.1
Common faults in measuring devices are identified.
Range Statement: May include but is not limited to – deformation,
breakages, stickiness, not zeroing, missing parts, expired calibration;
evidence of four faults is required.
Performance
Standard 3.2
Measuring devices are handled and stored in a manner that maintains their
integrity.
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Explanatory Notes 1 Definition
Industry practice – safe and sound trade practice generally accepted by
competent persons within the mechanical engineering industry.
2 Assessment information
Simple measuring devices include but are not limited to – rules, steel tapes,
spring callipers, friction callipers, protractors, thermometers, mass balances,
spring balances, stop watches, spirit levels, plumb bobs, and fixed gauges
(Go/NoGo, thread, length).
Evidence is required for the selection, use, and care of at least six measuring
devices.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
Tape measure, folding rule, divider ,engineering square
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26038 Manually construct plane geometric shapes for engineering
SQF Level II NCS Credit Value 3
NCS Purpose
Statement
People credited with this NCS are able to manually construct plane geometric
shapes for engineering.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Manually construct plane geometric shapes for engineering.
Range Statement: This course is confined to sketches only of orthogonal and
pictorial views of detail drawings.
Performance
Standard 1.1
Geometric construction meets shape specification in accordance with AS
1100.
Performance
Standard 1.2
Construction process for the shapes meets requirements for method and
accuracy in accordance with AS 1100.
Learning Outcome 2 Sketch orthographic, isometric and oblique projections of simple components.
Performance
Standard 2.1
Identify the various views in orthogonal projection and produce simple third
angle projections ketches from pictorial drawings.
Performance
Standard 2.2
Produce isometric pictorial sketches with circular shapes from third angle
projection drawings.
Explanatory Notes 1 References
AS 1100.101:1992, Technical drawing – General principles;
AS 1100.201:1992, Technical drawing – Mechanical engineering drawing.
An abridgement of these standards, suitable for the purposes of this NCS, is
SAA/SNZ HB1: 1994, Technical Drawing for students. Available from
Standards New Zealand.
2 Definition
Simple drawing instruments – basic engineering drawing instruments such as
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compass, rules, set squares, and templates.
3 Assessment information
Assessment against this NCS requires the construction of plane geometric
shapes including rectangle, square, circle, ellipse, tangential arc, triangle,
polygon(s), and parts thereof, using simple drawing instruments. The
construction of shapes as defined will include the bisection of angles and
lines, and the division of lines into equal parts.
Suggested
assessment methods
Observation, Project, written test,
Resource
requirements
A4 paper, Drawing set, set square, samples, white board
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26039 Demonstrate knowledge of common engineering metals
SQF Level II NCS Credit Value 4
NCS Purpose
Statement
People credited with this NCS are able to: demonstrate knowledge of the
types, properties and characteristics of common engineering metals; describe
the selection, use, and processing of common engineering metals; and
demonstrate knowledge of the effect that external factors have on common
engineering metals.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Demonstrate knowledge of the types, properties, and characteristics of
common engineering metals.
Range Statement: Physical characteristics include but are not limited to –.
machinability, weldability, hardenability, malleability, ductility, durability,
thermal conductivity, electrical conductivity, surface texture / finish, strength,
density, hardness, luster, colour, melting point, wear résistance. At least six
physical characteristics for each of the common metals are required.
Performance
Standard 1.1
The difference between pure metals and metal alloys is described, with
reference to examples.
Range Statement: At least two pure metals and at least two metal alloys.
Performance
Standard 1.2
The difference between ferrous and non-ferrous metals is described with
reference to examples.
Range Statement: At least 2 ferrous metals and at least four non-ferrous
metals.
Performance
Standard 1.3
Basic elemental composition of common engineering metals is identified.
Performance
Standard 1.4
Common engineering metals are compared in terms of their physical
characteristics.
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Range Statement: Physical characteristics include but are not limited to –.
machinability, weldability, hardenability, malleability, ductility, durability,
thermal conductivity, electrical conductivity, surface texture / finish, strength,
density, hardness, lustre, colour, melting point, wear resistance.
At least six physical characteristics for each of the common metals are
required.
Performance
Standard 1.5
Terms used to describe material properties of common engineering metals are
defined.
Range Statement: Terms include but are not limited to – tensile stress, shear
stress, compressive stress, yield stress, proof stress, strain, % elongation,
creep resistance, bending, twisting, impact strength, toughness, fatigue
strength, wear resistance, hardness.
At least four characteristics are required.
Learning Outcome 2 Demonstrate knowledge of the selection, use, and processing of common
engineering metals.
Performance
Standard 2.1
Factors influencing the selection of common engineering metals are
described.
Range Statement: Factors include but are not limited to – cost, availability,
preparation time, appropriateness for job, ease of working, job specifications,
mechanical properties, machine capability.
Description of the mechanical properties, appropriateness for job, and at least
two other factors is required.
Performance
Standard 2.2
Applications of common engineering metals are identified.
Range Statement: At least 3 applications for each common engineering
metal are required.
Performance
Standard 2.3
Methods of processing common engineering metals are identified.
Range Statement: Includes but is not limited to – casting, rolling, forging,
extrusion, drawing, spinning, stamping and forming, punching and blanking,
machining processes.
Learning Outcome 3 Demonstrate knowledge of the effect that external factors have on common
engineering metals.
Performance
Standard 3.1
Changes to the states of heat treated metals are defined.
Range Statement: Metals composed of 2% carbon, heated from ambient to
1300ºC; states include but is not limited to – austenite, martensite, pearlite,
cementite, bainite, ferrite, ledeburite.
Performance
Standard 3.2
Changes to metals caused by normalising, annealing, and hot working are
identified.
Range Statement: Changes – grain structure, strength, hardness, ductility,
magnetism, dimensions, colour;
hot working – rolling, bending, forging, drawing, extrusion, casting.
Performance
Standard 3.3
Changes to metals caused by cold working are identified.
Range Statement: Changes – grain structure, strength, ductility, hardness,
malleability;
cold working – bending, rolling, punching, blanking, spinning, stamping,
forming.
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Performance
Standard 3.4
Corrosive processes and preventive measures are identified.
Range Statement: Corrosive processes include but are not limited to – dry
corrosion, wet corrosion, galvanic action.
Identification of five preventive measures is required.
Explanatory Notes 1 Definition
Common engineering metals – includes but is not limited to – iron, carbon
steels, austenitic stainless steels, aluminium, copper, brasses, bronzes, zinc.
2 References
National and International standards setting bodies applicable to this NCS
include but are not limited to – American Iron and Steel Institute (AISI),
ASTM International, British Standards Institution (BSI), Standards New
Zealand (NZS), International Organisation for Standardisation (ISO),
Japanese Industrial Standards (JIS), Standards Australia (AS), Deutsches
Institut für Normung e. V. (German Institute for Standardisation (DIN)).
2 Assessment Information
This NCS is intended to cover entry level knowledge of common engineering
metals, to establish a foundation knowledge base.
Suggested
assessment methods
Theory Test and Practical test
Resource
requirements
Grinder, flat file, hacksaw, samples, white board
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26040 Demonstrate knowledge of the composition of common
engineering metals
SQF Level III NCS Credit Value 4
NCS Purpose
Statement
People credited with this NCS are able to demonstrate knowledge of ferrous
and non-ferrous metals and their composition, and of techniques for
determining the composition of engineering metals.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Demonstrate knowledge of ferrous metals and their composition.
Range Statement: Selection of three ferrous metals for each of six
applications is required.
Performance
Standard 1.1
Types of ferrous metals are identified in terms of their unique physical
characteristics.
Range Statement: Steels – plain carbon steel, alloy steel, stainless steel, tool
steel, cast steel, specialized steels, structural steels; cast iron – grey cast iron,
white cast iron, malleable cast iron, ductile cast iron (or spheroidal graphite
(SG) iron).
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Performance
Standard 1.2
The hardening effects of carbon content on ferrous metals are described in
qualitative terms.
Performance
Standard 1.3
The effect of alloying elements on the material properties of ferrous metals is
described in qualitative terms.
Range Statement: Description is required for eight elements.
Performance
Standard 1.4
Ferrous metals are selected for common engineering applications, and the
selections justified.
Range Statement: Selection of three ferrous metals for each of six
applications is required.
Learning Outcome 2 Demonstrate knowledge of non-ferrous metals and their composition.
Performance
Standard 2.1
Types of non-ferrous metals are identified in terms of their unique physical
characteristics.
Range Statement: Includes but is not limited to – tin, magnesium, nickel,
titanium, beryllium, lead.
Performance
Standard 2.2
The elemental composition and unique physical characteristics between cast
and wrought aluminum alloys are compared.
Performance
Standard 2.3
The elemental composition and unique physical characteristics of non-ferrous
alloys are identified.
Range Statement: Non-ferrous alloys - brasses, bronzes, copper alloys,
nickel alloys, magnesium alloys.
Evidence is required for at least two of each non-ferrous alloy.
Performance
Standard 2.4
Non-ferrous metals are selected for common engineering applications, and the
selection justified.
Range Statement: Selection of three non-ferrous metals for each of six
applications is required.
Learning Outcome 3 Demonstrate knowledge of techniques for determining the composition of
engineering metals.
Performance
Standard 3.1
Techniques for determining chemical composition of metals are identified
and related to their method and application.
Range Statement: Colour and number code, magnetic test, mass
spectroscopy, wet chemical analysis.
Explanatory Notes 1 Definitions
Common engineering metals – include but is not limited to – iron, carbon
steels, austenitic stainless steels, aluminum, copper, brasses, bronzes, zinc.
Material properties – performance factors which may include but are not
limited to – tensile stress, shear stress, compressive stress, yield stress, proof
stress, strain, % elongation, creep resistance, bending, twisting, impact
strength, toughness, fatigue strength, wear resistance, hardness.
Physical characteristics – factors that distinguish one metal from another
such as machinability, weldability, hardenability, malleability, ductility,
durability, thermal conductivity, electrical conductivity, surface texture/finish,
strength, density, hardness, luster, colour, melting point, wear resistance
2 References
National and International standards setting bodies applicable to this NCS
include but are not limited to – American Iron and Steel Institute (AISI),
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ASTM International, British Standards Institution (BSI), Standards New
Zealand
(NZS), International Organisation for Standardisation (ISO), Japanese
Industrial Standards (JIS), Standards Australia (AS), Deutsches Institut für
Normung e. V. (German Institute for Standardisation (DIN)).
Suggested
assessment methods
Assessment method for this NCS are designed to ensure that students are
given every opportunity to demonstrate competence and the relevant
underpinning knowledge
Resource
requirements
Ferrous and non Ferrous metals, Oxy-Acetylene set, Oil
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26041 Safely shut down and isolate machines and equipment
SQF Level III NCS Credit Value 3
NCS Purpose
Statement
People credited with this NCS are able to prepare for and complete safe shut
down and isolation.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Prepare for safe shut down and isolation.
Performance
Standard 1.1
The effects of shut down on upstream and downstream neighboring machines
and equipment are described.
Performance
Standard 1.2
Operational sequence and function are established for the machine and
equipment.
Performance
Standard 1.3
All personnel affected by the shut down procedure are advised in accordance
with worksite procedures.
Range Statement: Immediate location, associated equipment (upstream,
downstream).
Performance
Standard 1.4
Types and magnitude of hazards associated with the shut down procedure are
identified.
Range Statement: May include but is not limited to – moving parts, potential
energy, power source(s).
Learning Outcome 2 Complete safe shut down and isolation.
Performance
Standard 2.1
Machine and equipment are shut-down in accordance with worksite
procedures.
Performance
Standard 2.2
Machine and equipment lock-off devices and tags are used in accordance with
worksite procedures.
Performance
Standard 2.3
Machine and equipment safety devices are used in accordance with job
requirements and worksite procedures.
Range Statement: May include but is not limited to – chocks, safety pins.
Performance
Standard 2.4
Stored or residual energy is dissipated or restrained in accordance with
worksite procedures.
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Performance
Standard 2.5
Machine and equipment isolation is verified prior to commencing
maintenance work, and all relevant personnel are advised.
Performance
Standard 2.6
Machine and equipment records are completed for shut down and isolation in
accordance with worksite procedures.
Explanatory Notes 1 Reference
Occupational Safety and Health Act (Samoa) 2002
Health and Safety in Employment Act (New Zealand)1992
2 Definitions
Worksite procedures – documented procedures for shutting down and
isolating machines and equipment.
Machines and equipment – manual, semi-automatic, and automatic machines
of a stand-alone, continuous production, or process nature.
3 Range
Shut-down and isolation may include but is not limited to – mechanical
drives, electrical drives, pipework, pressure supply systems, and rotating
equipment; and typically utilising electrical lock-off isolators, and/or
mechanical or power driven valves. Usually this will involve a permit or
authority to shut down.
Shut down and isolation is required for a minimum of two types of machines
and equipment, each with different types of isolation requirements.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26042 Select, use and maintain portable hand held engineering power
tools
SQF Level II NCS Credit Value 4
NCS Purpose
Statement
People credited with this NCS are able to: create a safe worksite; and select,
use, care for, and maintain portable hand held engineering power tools.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Create a safe worksite.
Performance
Standard 1.1
Hazards associated with portable hand held engineering power tool use are
identified in accordance with industry practice.
Range Statement: May include but is not limited to – electric shock, noise,
presence of sharp and/ or hot particles, dust, moving parts, cutting tools,
stored energy.
Performance
Standard 1.2
Electrically operated portable hands held engineering power tools are used in
conjunction with appropriate electrical safeguards to reduce risk of
electrocution in accordance with industry practice.
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Performance
Standard 1.3
Safe work practice eliminates, isolates, and/or minimizes hazards in
accordance with industry practice.
Learning Outcome 2 Select and use portable hand held engineering power tools.
Performance
Standard 2.1
Portable hand held engineering power tools are selected for the task in
accordance with industry practice.
Performance
Standard 2.2
Portable hand held engineering power tools are used to meet task
requirements in accordance with industry practice.
Learning Outcome 3 Care for and maintain portable hand held engineering power tools.
Performance
Standard 3.1
Portable hand held engineering power tools are inspected for damage and
faults and supervisor advised in accordance with industry practice.
Performance
Standard 3.2
Portable hand held engineering power tools are serviced and stored in
accordance with industry practice.
Explanatory Notes 1 Reference
Occupational Safety and Health Act (Samoa) 2002
Health and Safety in Employment Act (New Zealand) 1992
2 Definitions
Industry practice – safe and sound trade practice generally accepted by
competent persons within the mechanical engineering industry.
Serviced – routine actions that ensure operational integrity. Examples include
cleaning, lubricating, and minor adjustments.
Stored energy – the storage of a compressible or non-compressible medium in
the case of pneumatics or hydraulics respectively, or charge storage in the
case of electrical storage devices such as batteries, capacitors or cables.
3 Assessment information
Power tools may include but are not limited to – drills, grinders, sanders,
brushes, buffs, wrenches (including impact type).
Evidence is required for the selection, use and maintenance of at least four
portable hand tools. These may be powered by electric, pneumatic, or
hydraulic sources.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26043 Demonstrate knowledge of fasteners used in mechanical
engineering
SQF Level II NCS Credit Value 1
NCS Purpose
Statement
People credited with this NCS are able to identify fasteners commonly used in
mechanical engineering and outline their uses, and demonstrate knowledge of
threaded fasteners.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
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© Samoa Qualifications Authority 2013
Learning Outcome 1 Identify fasteners commonly used in mechanical engineering and outline their
uses.
Range Statement: Fasteners – screws and bolts including various types of
heads and self tapping screws; different types of nuts including locking nuts;
plain, spring, and serrated washers; various types of pins including cotter
pins; circlips; masonry anchors; adhesives.
Performance
Standard 1.1
Fasteners are visually identified from given physical samples or pictorial
representations.
Performance
Standard 1.2
Uses of fasteners are outlined with reference to mechanical engineering
applications.
Learning Outcome 2 Demonstrate knowledge of threaded fasteners.
Performance
Standard 2.1
The principles of bolted joints are outlined with reference to forces and
locking mechanisms.
Performance
Standard 2.2
Grade markings are identified by inspection.
Range Statement: ISO – Classes 8.8 and 10.9;
Imperial – SAE Grades 2, 5, and
Performance
Standard 2.3
The use of torque wrenches in the installation of threaded fasteners is
explained in accordance with industry practice.
Performance
Standard 2.4
Methods for identifying securely locked threaded fasteners are outlined in
accordance with industry practice.
Explanatory Notes 3 Definitions
Grade markings – markings on steel bolts used to indicate the tensile strength
and other mechanical properties of the bolt. Commonly used markings are
ISO Classes 8.8 and 10.9, and, for imperial bolts, SAE Grades 2, 5, and 8.
Industry practice – safe and sound trade practice generally accepted by
competent persons within the mechanical engineering industry.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26045 Shift loads in engineering installation, maintenance, and
fabrication work
SQF Level II NCS Credit Value 2
NCS Purpose
Statement
This NCS is for use in the training of mechanical engineering and related
trades, and covers the safe shifting of loads in installation, maintenance, and
fabrication work, using simple lifting appliances. It does not cover the
moving or lifting of personnel.
People credited with this NCS have demonstrated ability to select and inspect
lifting appliances and tackle, sling and secure loads, and carry out shifting
procedures.
Classification Field – Engineering and Related Technologies
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Subfield – Mechanical Engineering
Learning Outcome 1 Select and inspect lifting appliances.
Performance
Standard 1.1
Size, shape, weight, and centre of gravity of loads are assessed in accordance
with Codes of Practice.
Performance
Standard 1.2
Lifting appliances suitable for the loads and planned movements are selected.
Range Statement: SWL, access, height, range of movement, anchoring
points.
Performance
Standard 1.3
Currency and validity of Certificates of Inspection are confirmed.
Performance
Standard 1.4
Lifting appliances are visually inspected in accordance with Codes of
Practice, and defective items, if any, are labelled and removed from service.
Learning Outcome 2 Select and inspect lifting tackle.
Performance
Standard 2.1
Tackle (including slings) is selected for given loads in accordance with
Codesof Practice.
Performance
Standard 2.2
Currency and validity of Certificates of Inspection are confirmed.
Performance
Standard 2.3
Tackle is visually inspected for defects in accordance with Codes of Practice,
and defective items, if any, are labelled and removed from service.
Learning Outcome 3 Sling and secure loads.
Performance
Standard 3.1
Lifting fixtures on the load are visually inspected in accordance with Codes of
Practice.
Performance
Standard 3.2
Slings, and tag lines where appropriate, are attached to loads and lifting
appliance in accordance with Codes of Practice.
Learning Outcome 4 Carry out shifting procedures.
Performance
Standard 4.1
Loads are shifted safely in accordance with Codes of Practice.
Performance
Standard 4.2
Loads are shifted without damage to load, lifting appliance, and tackle.
Performance
Standard 4.3
Lifting appliances and tackle are safely stored in accordance with site
procedure.
Explanatory Notes 1. This NCS was designed for learning and assessment off-job.
2. References
Occupational Safety and Health Act (Samoa) 2002
Health and Safety in Employment Act (New Zealand) 1992
Rigging - Approved Code of Practice for Load-Lifting. Wellington:
Occupational Safety and Health Service, Department of Labour, 2001. This
publication is available online at
http://www.osh.dol.govt.nz/order/catalogue/134.shtml.
Approved Code of Practice for Cranes - includes the design, manufacture,
supply, safe operation, maintenance and inspection of Cranes. Wellington:
Occupational Safety and Health Service, Department of Labour, 2001. This
publication is available online at
http://www.osh.dol.govt.nz/order/catalogue/10.shtml.
3. Definitions
Lifting appliance – any appliance capable of being operated by mechanical,
manual, or other means to raise or lower a load in a vertical or near vertical
plane, and includes any lifting tackle.
Lifting tackle – any sling, shackle, swivel, ring, hook or other appliances,
including lifting beams, frames and spreaders, used in connection with a
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lifting appliance or from the hook of a crane.
SWL – Safe Working Load.
4. Range
a. loads – typical industrial loads such as machinery, motors, steel pipe, steel
beams, with uniform weight distributions or known lifting points. Lifting
of personnel is excluded.
b. typical lifting appliances – small floor crane, electric hoist, manual chain
hoist, Weston pulley block, electric rope winch, hoist, small gantry crane,
I-beam trolley, truck mounted lifting equipment.
c. slinging methods – single-leg, two single-leg, double-leg; choke hitch,
basket hitch.
d. sling types – webbing, chain, rope.
Competence must be demonstrated for three different types of loads, three
appliances, two types of slings, and three slinging methods.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26046 Demonstrate knowledge of safety on engineering worksites
SQF Level II NCS Credit Value 1
NCS Purpose
Statement
People credited with this standard are able to demonstrate knowledge of
hazards, personal safety, and safety procedures and equipment on engineering
worksites.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Demonstrate knowledge of hazards on engineering worksites.
Performance
Standard 1.1
Hazards commonly occurring on engineering worksites are identified in
accordance with the safety guidelines and worksite procedures.
Range Statement: Equipment, tools, machinery, electrical, chemical, fire,
gas, fumes, compressed air, noise, product, confined spaces, height.
Performance
Standard 1.2
Warning signs relating to worksite hazards are identified.
Learning Outcome 2 Demonstrate knowledge of personal safety on engineering worksites.
Performance
Standard 2.1
The personal responsibilities of workers in relation to workplace safety are
Identified.
Performance
Standard 2.2
Safety aspects of personal appearance are identified.
Range Statement: Overalls, long hair, jewellery.
Performance Items of personal protective equipment and their use are identified.
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Standard 2.3
Range Statement: Safety boots, leather gloves, welding shield safety glasses,
ear muffs, hard hat, and breathing mask.
Performance
Standard 2.4
Orderly workshop habits are identified.
Range Statement: Workshop cleanliness and tidiness, avoidance of
boisterous play or practical jokes involving machinery.
Performance
Standard 2.5
Methods to avoid Occupational Overuse Syndrome are identified.
Performance
Standard 2.6
Safe method of manual lifting is demonstrated.
Performance
Standard 2.7
Safe use of ladders is described.
Performance
Standard 2.8
The dangers of using mind altering drugs and alcohol in the presence of
machinery are identified.
Learning Outcome 3 Demonstrate knowledge of safety procedures and equipment on engineering
worksites.
Performance
Standard 3.1
Worksite procedures designed to avoid accidents are identified.
Range Statement: Equipment, machinery, electrical, chemical, fire, fumes,
compressed air, gas, protective clothing, storage, work area maintenance.
Performance
Standard 3.2
Worksite procedures for action in the event of accident, fire, chemical
spillage, and emergency are explained.
Performance
Standard 3.3
Hose reels and different types of portable fire extinguishers are identified and
their applications stated.
Explanatory Notes 1. Regulations
Occupational Health and Safety (OSH) Act 2002.
Accident Compensation Act 1989
2. Definitions
Safety guidelines – guidelines for the safe operation of machinery and tools,
such as those listed in the references, as well as guidelines for specific machines
in workshops.
Worksite procedures – operational procedures put in place by the candidate’s
employer. These include site safety procedures, equipment operating
procedures, job procedures, quality assurance, and procedures for the
handling and disposal of materials and waste.
1. References
Injury Prevention, Rehabilitation, and Compensation Act 2001 (NZ).
Resource Management Act 1991(NZ).
Accident Compensation Corporation and Department of Labour. Metal
Industry Guidelines for Safe Work. (Wellington: ACC, 2007). Available
from
http://www.acc.co.nz/PRD_EXT_CSMP/idcplg?IdcService=GET_FILE&dID
=3023&dDocName=PRD.
Material Safety Data Sheets (MSDs).
2. Assessment information
Candidates are required to demonstrate competency in all outcomes in
accordance with the safety guidelines and worksite procedures.
Suggested Theory Test and Practical Test
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assessment methods
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER26047 Apply safe working practices on an engineering worksite
SQF Level II NCS Credit Value 2
NCS Purpose
Statement
People credited with this NCS are able to apply safe working practices on an
engineering worksite.
Classification Field – Engineering and Related Technologies
Subfield – Mechanical Engineering
Learning Outcome 1 Apply safe working practices on an engineering worksite.
Performance
Standard 1.1
Safe working practices are demonstrated in the use of tools and machinery, in
accordance with safety guidelines and worksite procedures.
Performance
Standard 1.2
Personal protective equipment is worn appropriate to the occupation, and long
hair and jewellery, if any, are safely managed in accordance with worksite
procedures.
Performance
Standard 1.3
Orderly workshop habits are demonstrated in accordance with worksite
procedures.
Range Statement: Workshop cleanliness and tidiness, avoidance of
horseplay and skylarking
Performance
Standard 1.4
Hazardous materials are stored and carried in accordance with Material Safety
Data Sheets, where available, as specified by the manufacturer.
Range Statement: According to the worksite, this could include but is not
limited to – chemicals, gas, compressed air, flammable materials, lubricants,
paints, sealants, cleaning fluids, waste materials.
Performance
Standard 1.5
Worksite procedures in the event of fire, accident, chemical spillage, and
emergency are explained in accordance with worksite procedures.
Performance
Standard 1.6
Emergency shutdown procedures are applied in accordance with worksite
procedures.
Explanatory Notes 1. Regulations
Occupational Health and Safety (OSH) Act 2002
Accident Compensation Act 1989
2. Definitions
Safety guidelines – guidelines for the safe operation of machinery and tools,
such as those listed in the references, as well as guidelines for specific machines
in workshops.
Worksite procedures – operational procedures put in place by the candidate’s
employer. These include site safety procedures, equipment operating
procedures, job procedures, quality assurance, and procedures for the
handling and disposal of materials and waste.
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3. References
Injury Prevention, Rehabilitation, and Compensation Act 2001.
Resource Management Act 1991.
Accident Compensation Corporation and Department of Labour. Metal Industry
Guidelines for Safe Work. (Wellington: ACC, 2007). Available from
http://www.acc.co.nz/PRD_EXT_CSMP/idcplg?IdcService=GET_FILE&dID
=3023&dDocName=PRD.
Material Safety Data Sheets (MSDs).
4. Assessment Information
This standard is intended to be assessed in the context of a real engineering
worksite.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER29001 Demonstrate and apply knowledge of machine leveling and
alignment
SQF Level III NCS Credit Value 3
NCS Purpose
Statement
People credited with this NCS are able to demonstrate knowledge of machine
leveling and alignment, and level and align machines.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Demonstrate knowledge of machine leveling.
Performance
Standard 1.1
The consequences of poor machine leveling are stated in accordance with
industry practice.
Range Statement: Evidence of three consequences is required.
Performance
Standard 1.2
The causes and symptoms of poor machine leveling are described in
accordance with industry practice.
Range Statement: Soft foot, unstable surface, missing or broken machine
mounts, insufficient depth of foundation, uneven foundation pads.
Performance
Standard 1.3
The use of instruments to achieve level is described in accordance wit
industry practice.
Range Statement: Instruments: Plumb bob and line, spirit level,
autocollimator, dumpy level, laser level.
Performance
Standard 1.4
A systematic procedure for leveling machines is explained with reference to
associated measurements and methods of correction in accordance with
industry practice.
Learning Outcome 2 Demonstrate knowledge of machine alignment.
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Performance
Standard 2.1
The consequences of poor machine alignment are stated in accordance with
industry practice.
Range Statement: Evidence of four consequences is required.
Performance
Standard 2.2
Causes and symptoms of poor machine alignment are identified in accordance
with industry practice.
Performance
Standard 2.3
The terms soft foot and shaft runout are explained in accordance with industry
practice.
Performance
Standard 2.4
The operation and use of at least one type of alignment measuring system is
outlined in accordance with industry practice.
Performance
Standard 2.5
A systematic procedure for bringing machines into alignment is explained,
with reference to associated measurements and methods of correction in
accordance with industry practice.
Learning Outcome 3 Level and align machines.
Range Statement: Two sets of machines, involving two different methods of
coupling.
Performance
Standard 3.1
Levels are checked and adjusted to given tolerances in accordance with
worksite procedures and industry practice.
Performance
Standard 3.2
Alignments are checked and adjusted to given tolerances in accordance with
worksite procedures and industry practice.
Performance
Standard 3.3
Safe working practices are demonstrated in accordance with worksite
procedures and industry practice.
Explanatory Notes 1 References
Occupational Health and Safety Act (Samoa) 2002
Health and Safety in Employment Act (New Zealand) 1992.
Occupational Safety & Health Service, Guidelines for Guarding Principles
and General Safety for Machinery (Wellington: Department of Labour,
1995).
2 Definitions
Industry practice – safe and sound trade practice generally accepted by
competent persons within the mechanical engineering industry.
Worksite procedures – operational procedures put in place by the candidate’s
employer. These include site safety procedures, equipment operating
procedures, job procedures, quality assurance, and procedures for the
handling and disposal of materials and waste.
Suggested
assessment methods
Theory Test and Practical Test.
Resources
requirements
Machinery and leveling instrument
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER29002 Perform basic mechanical engineering machining operations
under supervision
SQF Level II NCS Credit Value 12
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NCS Purpose
Statement
People credited with this NCS are able to: demonstrate knowledge of
machining principles and safe working practices; prepare for, and perform,
machining operations under supervision; and adjust and maintain machines
under supervision.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Demonstrate knowledge of machining principles.
Performance
Standard 1.1
Machine components are identified and the principles of operation explained
in accordance with industry practice.
Performance
Standard 1.2
Different types of drills, and cutting and milling tools, are identified in
accordance with industry practice.
Performance
Standard 1.3
The principles of cutting metal using lathes and milling machines are
explained in accordance with industry practice.
Range Statement: Reference to – tool angle, cutting speed, feed speed,
cutting fluids.
Learning Outcome 2 Demonstrate knowledge of machining safe working practices.
Performance
Standard 2.1
Safe working practices relating to the machine operator are outlined in
accordance with industry practice and safety guidelines.
Range Statement: Includes but is not limited to – long hair, loose clothing,
footwear, items of adornment, goggles, ear muffs, operator training.
Performance
Standard 2.2
Safe working practices relating to machines are outlined in accordance with
industry practice and safety guidelines.
Range Statement: Includes but is not limited to – guards, unattended
machines left running, emergency stops, chuck keys and collect tightening
spanners, tool condition and angle, cutting and feed speeds, security of work
piece, cutting fluid.
Performance
Standard 2.3
Safe working practices relating to materials are outlined in accordance with
industry practice and worksite procedures.
Range Statement: Disposal of waste material, spillages.
Performance
Standard 2.4
Location of fire extinguishers and emergency exits in the workshop are
identified.
Learning Outcome 3 Prepare for machining operations under supervision.
Performance
Standard 3.1
Drawings and/or specifications for machining work are interpreted, and
tolerances clarified from job specifications.
Performance
Standard 3.2
Machines are selected and their operating procedures determined in
accordance with industry practice and worksite procedures.
Performance
Standard 3.3
Cutting tools are identified and sharpness confirmed in accordance with
industry practice and worksite procedures.
Performance
Standard 3.4
Workpieces are marked out to meet job specifications in accordance with
industry practice, and worksite procedures.
Learning Outcome 4 Perform machining operations under supervision.
Performance
Standard 4.1
Tools and workpieces are securely mounted in accordance with industry
practice, worksite procedures, and safety guidelines.
Performance
Standard 4.2
Machining parameters are set in accordance with job specifications and
machine operating procedures.
Performance
Standard 4.3
Machining is performed in accordance with industry practice, worksite
procedures, and safety guidelines.
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Performance
Standard 4.4
Machined components are measured to confirm they meet the specified
tolerances in accordance with job specifications.
Learning Outcome 5 Adjust and maintain machines under supervision.
Performance
Standard 5.1
Machines are left clean and ready for next use in accordance with industry
practice and worksite procedures.
Performance
Standard 5.2
Blunt drills are sharpened, and the conditions of other blunt or damaged tools
are reported to the supervisor in accordance with worksite procedures.
Performance
Standard 5.3
Waste material is disposed of in accordance with worksite procedures.
Performance
Standard 5.4
Routine checks, adjustments, and lubrication are carried out in accordance
with industry practice and worksite procedures.
Explanatory Notes 1 References
Occupational Safety and Health Act (Samoa) 2002
Health and Safety in Employment Act (New Zealand) 1992
Accident Compensation Corporation and Department of Labour. Metal Industry
Guidelines for Safe Work. (Wellington: ACC, 2007). Available from
http://www.acc.co.nz/PRD_EXT_CSMP/idcplg?IdcService=GET_FILE&dID
=3023&dDocName=PRD.
Occupational Safety and Health Service, Guidelines for Guarding Principles
and General Safety for Machinery (Wellington: Department of Labour, 1995).
2 Definition
Industry practice – safe and sound trade practice generally accepted by
competent persons within the mechanical engineering industry.
Interpretation – the explanation of features shown graphically in the drawing.
Job specifications – instructions relevant to the safe completion of the specific
task, such as technical specifications, assembly instructions, drawings, parts
lists, standards, codes of practice, test and commissioning procedures, and
verbal instructions.
Safety guidelines – guidelines for the safe operation of machinery and tools,
such as those listed in the references, as well as guidelines for specific machines
in workshops.
Worksite procedures – operational procedures put in place by the candidate’s
employer. These include site safety procedures, equipment operating
procedures, job procedures, quality assurance, and procedures for the
handling and disposal of materials and waste.
3 This is an introductory standard. Production of components by turning,
milling, and grinding operations are covered in NCSs 2712, 2714, and
2715. Precision turning, milling and grinding are covered in NCSs 2704,
2717, and 2718.
4 Assessment information
This NCS is concerned with establishing safe use of machines and proper
operational practices, rather than precision machining. Therefore the
specification of required machining precision for assessment purposes should
take into account the introductory nature of this standard, and the materials
and machinery used.
Assessment against this NCS requires the use of the following machinery:
machines – drill press, manually controlled lathe, manually controlled
milling machine;
drilling – a selection of small and larger holes in sheet metal, blocks of
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ferrous and non-ferrous material;
turning – two of – parting off, cutting grooves, stepped spindles, knurling,
drilling;
milling – at least two of – slotting, keyway, flats, facing, peripheral
machining.
Suggested
assessment methods
Theory Test & Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER29003 Demonstrate knowledge of basic mechanics for mechanical
engineering trades
SQF Level II NCS Credit Value 3
NCS Purpose
Statement
People credited with this NCS are able to demonstrate knowledge of simple
machines, friction in an engineering environment, and Pascal’s Law.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Demonstrate knowledge of simple machines.
Performance
Standard 1.1
Simple machines are identified and described according to mechanical
engineering practice.
Range Statement: Simple machines – first, second, and third order levers;
wedge, screw; pulley; wheel and axle.
Performance
Standard 1.2
Calculations involving length, forces, moments, torque, work, and power are
performed for simple machines.
Range Statement: Simple machines – lever; wedge, screw; pulley; wheel
and axle;
evidence of calculations for three simple machines is required.
Performance
Standard 1.3
Calculations involving symmetrical triangular forces are performed.
Range Statement: Evidence of a minimum of three calculations is required
Learning Outcome 2 Demonstrate knowledge of friction in an engineering environment.
Performance
Standard 2.1
The nature of friction is explained with reference to applied forces and the
coefficient of friction.
Performance
Standard 2.2
Static, sliding, and rolling friction are distinguished.
Performance
Standard 2.3
Advantages and disadvantages of friction are stated.
Range Statement: Evidence of two advantages and one disadvantage is
required.
Performance
Standard 2.4
Methods to reduce friction are stated.
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Range Statement: Evidence of two methods that are incorporated into the
design of a machine and two methods that are under operator control is
required.
Learning Outcome 3 Demonstrate knowledge of Pascal’s Law.
Performance
Standard 3.1
Pascal’s Law is explained and an example of its application in mechanical
engineering stated.
Performance
Standard 3.2
Calculations involving hydrostatic pressure and piston forces in compressed
fluid situations are performed.
Explanatory Notes 1 Reference
The International System of Units (SI), 8th
edition (France: Bureau
International des Poids et Mesures, 2006). Available at
http://www.bipm.org/utils/common/pdf/si_brochure_8_en.pdf.
2 Assessment information
Formulae shall be supplied.
Use of calculator is permitted.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER29004 Demonstrate and apply knowledge of mechanical fitting
SQF Level III NCS Credit Value 5
NCS Purpose
Statement
People credited with this NCS are able to: demonstrate knowledge of safety in
fitting work, a general maintenance fitting procedure, scraping, keys and pins,
seals, and bearing failures and fitting procedures; and perform fitting
activities.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Demonstrate knowledge of safety in fitting work.
Performance
Standard 1.1
Potential hazards in the performance of fitting work are identified, and their
management outlined, in accordance with industry practice.
Learning Outcome 2 Demonstrate knowledge of a general maintenance fitting procedure.
Performance
Standard 2.1
A systematic procedure for carrying out maintenance fitting work is outlined
in accordance with industry practice.
Learning Outcome 3 Demonstrate knowledge of scraping.
Performance
Standard 3.1
The purpose of scraping is explained in accordance with industry practice.
Performance
Standard 3.2
A procedure for scraping a surface flat to a surface plate is outlined in
accordance with industry practice.
Performance
Standard 3.3
A procedure for scraping a halved bearing to fit a shaft is outlined in
accordance with industry practice.
Learning Outcome 4 Demonstrate knowledge of keys and pins.
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Performance
Standard 4.1
Keys and pins are identified and described with reference to features and uses.
Range Statement: Keys – Plain tapered, gib head tapered, feather, sliding,
Woodruff, saddle, scotch;
pins – taper, grooved, spring, shear.
Learning Outcome 5 Demonstrate knowledge of seals.
Performance
Standard 5.1
The purpose of seals is explained with reference to the difference between
static and dynamic seals.
Performance
Standard 5.2
Static seals are described with reference to features, uses, and jointing
materials.
Range Statement: Gaskets, spiral wound gaskets, O-rings, T-rings.
Evidence of three is required.
Performance
Standard 5.3
Dynamic seals are described with reference to features, uses, and materials.
Range Statement: Oil seal, stuffing box and gland, V-ring packing,
mechanical seal, O-ring, J-seals, U-cups, labyrinth.
Evidence of four is required.
Learning Outcome 6 Demonstrate knowledge of bearing failures and fitting procedures.
Performance
Standard 6.1
Causes of bearing failures are identified by inspection of bearings or pictorial
representations.
Range Statement: Evidence of three commonly occurring failures.
Performance
Standard 6.2
Procedures for dismounting and fitting bearings are outlined, with reference
to method, tools, fit, and precautions.
Learning Outcome 7 Perform fitting activities.
Range Statement: Activities should reflect understanding of the techniques
involved according to industry practice, in given applications.
Performance
Standard 7.1
Two different types of keys are fitted.
Performance
Standard 7.2
A gasket is made and fitted.
Performance
Standard 7.3
An oil seal and a mechanical seal are fitted.
Performance
Standard 7.4
Two different bearings are dismounted and fitted.
Explanatory Notes 1 References
Occupational Safety and Health Act (Samoa) 2002
Health and Safety in Employment Act (New Zealand) 1992
Culley, Ron, ed. Fitting and Machining. ISBN 0724138196 (Melbourne:
RMIT Publishing, 2009).
2 Definition
Industry practice – safe and sound trade practice generally accepted by
competent persons within the mechanical engineering industry.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
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© Samoa Qualifications Authority 2013
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER29005 Carry out heat treatment of metal parts under supervision
SQF Level II NCS Credit Value 2
NCS Purpose
Statement
People credited with this NCS are able to, under supervision: prepare for the
heat treatment of parts, and carry out the heat treatment of metal parts and
complete records.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Prepare for the heat treatment of parts under supervision.
Performance
Standard 1.1
Material specification of parts and treatment process are established in
accordance with job specifications.
Performance
Standard 1.2
Heat treatment procedures are established for process and part in accordance
with job specifications.
Learning Outcome 2 Carry out the heat treatment of metal parts and complete records under
supervision
Performance
Standard 2.1
Heating equipment is started and operated in accordance with industry
practice.
Performance
Standard 2.2
Parts are heat treated to the process requirements in accordance with industry
practice.
Performance
Standard 2.3
Heat-treated parts are tested for hardness if required, and are examined for
faults in accordance with industry practice.
Performance
Standard 2.4
Heating equipment is shut down in accordance with industry practice.
Performance
Standard 2.5
Heat treatment records are completed in accordance with industry practice.
Explanatory Notes 1 References
Health and Safety Guidelines on the Management of Hazards in the Metal
Casting Industry (Casting Technology NZ Inc. in association with the
Occupational Safety and Health Service, 1997). Available from
http://www.osh.dol.govt.nz/order/catalogue/ipp/metalcasting.pdf
Health and Safety in Employment Act 1992.
2 Definition
Industry practice – safe and sound trade practice generally accepted by
competent persons within the mechanical engineering industry.
Job specifications – instructions relevant to the safe completion of the
specific task, such as technical specifications, assembly instructions,
drawings, parts list, standards, codes of practice, test and commissioning
procedures, and verbal instructions.
3 Assessment information
Heat treatment processes are limited to hardening, tempering, annealing,
normalising and stress relieving, using equipment such as furnace, oven, or
flame hardening apparatus.
Assessment across all outcomes requires the use of at least one heat treatment
process on parts which may include but are not limited to – racks, pinions,
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screws, bolts, springs, worm shafts, punches, extrusion dies, and form rolls.
Suggested
assessment methods
Theory Test and Practical test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER29006 Test the physical properties of engineering metals
SQF Level IV NCS Credit Value 4
NCS Purpose
Statement
People credited with this NCS are able to prepare to test the physical
properties of engineering metals, test the physical properties of engineering
metals, and interpret test results.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Prepare to test the physical properties of engineering metals.
Performance
Standard 1.1
Techniques for using metal test equipment are established for each test in
accordance with internationally accepted standards such as those listed in the
references.
Performance
Standard 1.2
Test equipment is selected and prepared in accordance with task
requirements, internationally accepted standards, and certified reference
materials.
Performance
Standard 1.3
Test equipment that may be damaged, faulty, or out of calibration is identified
and remedial action taken in accordance with worksite procedures and
industry practice.
Performance
Standard 1.4
Test samples are prepared in accordance with test requirements.
Learning Outcome 2 Test the physical properties of engineering metals.
Performance
Standard 2.1
Tests are completed in accordance with set procedure for each test.
Performance
Standard 2.2
Test results and method are recorded in accordance with set procedure.
Performance
Standard 2.3
Test results are verified in accordance with set procedure.
Learning Outcome 3 Interpret test results.
Performance
Standard 3.1
Results are interpreted in accordance with internationally recognised
standards.
Performance
Standard 3.2
Documented recommendations are made as appropriate in accordance with
industry practice.
Explanatory Notes 1 References
Occupational Safety and Health Act (Samoa) 2002
Health and Safety in Employment Act (New Zealand) 1992
BS EN ISO 6508-1-:2005, Metallic materials. Rockwell hardness test. Test
method (scales A, B, C, D, E, F, G, H, K, N, T).
BS EN ISO 6508-2:2005, Metallic materials. Rockwell hardness test.
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Verification and calibration of testing machines (scales A, B, C, D, E, F, G,
H, K, N, T).
BS EN ISO 6508-3:2005, Metallic materials. Rockwell hardness test.
Calibration and reference blocks (scales A, B, C, D, E, F, G, H, K, N, T).
BS EN ISO 6892-1:2009, Metallic materials. Tensile testing. Method of
testing at ambient temperature.
BS EN ISO 148-2:2008, Metallic materials. Charpy pendulum impact test.
Verification of testing machines.
BS EN ISO 148-3:2008, Metallic materials. Charpy pendulum impact test.
Preparation and characterization of Charpy V-notch test pieces for indirect
verification of pendulum impact machines.
BS EN ISO 7438:2005, Metallic materials. Bend test.
2 Definitions
Set procedure – current procedure as listed in the British Standards; other
testing specifications nominated by the manufacturer or enterprise; or
standards established by a registered laboratory.
Industry practice – safe and sound trade practice generally accepted by
competent persons within the mechanical engineering industry.
Worksite procedures – operational procedures put in place by the candidate’s
employer. These include site safety procedures, equipment operating
procedures, job procedures, quality assurance, and procedures for handling
and disposal of materials and waste.
3 Assessment information
The physical properties to be tested include – hardness, tensile, impact, bend.
Samples used for testing must include a mix of ferrous and non-ferrous
metals.
Equipment used for testing must be identified in internationally recognised
standards as being applicable to both the test undertaken and the type of metal
sample used.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER29007 Demonstrate knowledge of heat treatment for engineering
steels
SQF Level IV NCS Credit Value 5
NCS Purpose
Statement
People credited with this NCS are able to demonstrate knowledge of: the
principles of heat treatment of engineering steels; heat treatment processes;
and heat treatment applications.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
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Learning Outcome 1 Demonstrate knowledge of the principles of heat treatment of engineering
steels.
Performance
Standard 1.1
Heat treatment of engineering steels is described in terms of its purpose.
Performance
Standard 1.2
Iron-carbon equilibrium diagram is interpreted and related to phases and
phase changes.
Performance
Standard 1.3
Transformations in microstructure are identified and related to iron-carbon
phase changes.
Range Statement: Austenite, ferrite, pearlite, cementite, martensite.
Performance
Standard 1.4
The concept of critical temperature is described as it applies to the heat
treatment of engineering steels.
Range Statement: Upper and lower critical temperatures.
Performance
Standard 1.5
Changes in the microstructure and properties of steel are described in terms of
the effects of quenching and tempering.
Learning Outcome 2 Demonstrate knowledge of heat treatment processes.
Performance
Standard 2.1
Heat treatment processes are described in terms of the effects they have on
microstructure and mechanical properties of engineering steels.
Range Statement: Processes include but are not limited to – annealing,
homogenising, stress relieving, sub-critical annealing, normalising,
hardening, tempering, case-hardening;
Mechanical properties include but are not limited to – hardness, brittleness,
machinability, formability, toughness.
Performance
Standard 2.2
Tempering is described in terms of methods available.
Range Statement: Includes but is not limited to – colour method, oil, lead
bath, sand, furnace/oven, salt.
Performance
Standard 2.3
Quenching media are identified for specific heat treatment processes.
Range Statement: Includes but is not limited to – oil, water, brine, air, salt.
Performance
Standard 2.4
Quenching method and medium are described in terms of the different
requirements for plain carbon steels and alloy steels.
Performance
Standard 2.5
Sectional thickness and quenching medium are described in terms of their
influence on hardness of heat-treated steel.
Performance
Standard 2.6
Cooling curves are used to identify cooling rates for different types of
engineering steels.
Range Statement: Cooling curves – temperature-time-transformation (TTT)
and continuous-cooling-transformation (CCT) diagrams, Jominy curves;
evidence is required for one plain carbon steel and one alloy steel.
Performance
Standard 2.7
Steels and heat treatment processes are selected to achieve specified metal
properties.
Range Statement: Mechanical, machinability, and formability properties.
Learning Outcome 3 Demonstrate knowledge of heat treatment applications.
Performance
Standard 3.1
Heat treatment processes are related to steel applications.
Range Statement: Includes but is not limited to – tools and dies, crankshafts,
connecting rods, fabrications, springs.
Performance Martensitic steels are described in terms of their limitations in engineering
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Standard 3.2 applications.
Explanatory Notes Definitions
Engineering steels – plain carbon steels and alloy steels.
Plain carbon steels – steels with carbon as the only alloying element.
Alloy steels – any steel that has significant additions of any element other than
carbon
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER29008 Demonstrate knowledge of heat treatment for engineering non-
ferrous metals
SQF Level IV NCS Credit Value 4
NCS Purpose
Statement
People credited with this NCS are able to demonstrate knowledge of: the
principles of heat treatment of non-ferrous metals; heat treatment processes;
and heat treatment applications.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Demonstrate knowledge of the principles of heat treatment of non-ferrous
metals.
Performance
Standard 1.1
Heat treatment of non-ferrous metals is described in terms of its purpose.
Range Statement: Evidence is required for a minimum of two non-ferrous
metals.
Performance
Standard 1.2
Non-ferrous metal equilibrium diagrams are interpreted and related to phases
and phase changes.
Range Statement: Equilibrium phase diagrams may include but are not
limited to – copper, copper/aluminum, copper/zinc, copper/tin, copper/nickel,
aluminum silicon, aluminum/magnesium, nickel-based alloys, titanium
alloys;
Evidence is required for a minimum of two diagrams.
Performance
Standard 1.3
Transformations in the alloy’s microstructure are identified and related to
phase changes.
Range Statement: Non-ferrous metals selected for Performance Standard
1.2.
Learning Outcome 2 Demonstrate knowledge of heat treatment processes.
Performance
Standard 2.1
Heat treatment processes are described in terms of the effects they have on
microstructure and mechanical properties of non-ferrous metals.
Range Statement: Processes include but are not limited to – annealing,
homogenising, stress relieving, solution and precipitation hardening,
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quenching and tempering; mechanical properties may include but are not
limited to – hardness, brittleness, machinability, formability.
Performance
Standard 2.2
Non-ferrous heat treatment processes are selected to achieve specified metal
properties.
Range Statement: Includes but is not limited to – mechanical, machinability,
and formability properties.
Performance
Standard 2.3
Information on specific non-ferrous treatment processes and non-ferrous
metal applications are extracted from heat treatment graphs and chart.
Range Statement: Includes but is not limited to – stress/strain curves,
specifications for non-ferrous metals.
Learning Outcome 3 Demonstrate knowledge of heat treatment applications.
Performance
Standard 3.1
Heat treatment processes are related to non-ferrous applications.
Range Statement: Includes but is not limited to – castings, fabrications,
aluminium extrusions, forming processes, rivets, aircraft and mould
components, sports goods.
Explanatory Notes Definition
Non-ferrous metals – non-ferrous metals in both their elemental and alloyed
forms.
Suggested
assessment methods
Theory Test and Practical test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER29009 Demonstrate knowledge of engineering tool steels
SQF Level V NCS Credit Value 5
NCS Purpose
Statement
People credited with this NCS are, for tool steel, able to demonstrate
knowledge of types and uses, microstructure, heat treatment processes, and
dimensional and shape stability.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Demonstrate knowledge of tool steel types and uses.
Performance
Standard 1.1
Classifications of tool steels are described in terms of production
requirements.
Range Statement: High speed tool steels, cold working tool steels, hot
working tool steels, plastic mould steels, shock resistant steels.
Performance
Standard 1.2
Typical applications of tool steel are described.
Range Statement: Hand tools and equipment for cutting, shaping, forming,
blanking, drilling, coining.
Learning Outcome 2 Demonstrate knowledge of tool steel microstructure.
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Performance
Standard 2.1
The microstructure of tool steels is described in terms of the arrangement of
primary and alloying elements in the steel matrix.
Range Statement: Primary elements – iron and carbon;
alloying elements may include but are not limited to – chromium,
molybdenum, vanadium, tungsten, nickel.
Performance
Standard 2.2
The role of alloying elements is described in terms of the desired physical
properties of tool steels.
Range Statement: May include but is not limited to – wear, erosion
resistance, hardenability, toughness versus hardness.
Performance
Standard 2.3
The relationship between the primary and alloying elements is described in
terms of the formation of carbide particles.
Performance
Standard 2.4
The necessity for even distribution of carbides in tool steel is described in
terms of the integrity of the finished product.
Performance
Standard 2.5
The effect of heating on the carbides is described in terms of subsequent
hardening.
Learning Outcome 3 Demonstrate knowledge of tool steel heat treatment processes.
Performance
Standard 3.1
Stages of the heat treatment process are described in terms of their purpose
and effect on the steel’s microstructure.
Range Statement: Annealing, normalising, austenising, quenching,
tempering.
Performance
Standard 3.2
Quenching media for tool steels are described in terms of advantages and
disadvantages for selected steel types.
Range Statement: May include but is not limited to – oil, martempering
bath, air.
Performance
Standard 3.3
Quenching rate is described in terms of its effect on the formation of soft
spots and quenching cracks.
Performance
Standard 3.4
Protection of tools during the heat treatment process is described in terms of
possible effects of atmospheric oxidation and decarburisation.
Performance
Standard 3.5
Double/triple-tempering of tool steel is described in terms of its purpose.
Performance
Standard 3.6
Tempering methods and temperature are described in terms of effect on tool
steel hardness, toughness, and dimensional change.
Performance
Standard 3.7
Materials suppliers’ data is referred to for information on depth of hardening
for tool steel components at given diameters.
Performance
Standard 3.8
Cautions associated with welding of tool steels are described in terms of
maintaining desired properties and microstructure.
Range Statement: Weld deposit and heat-affected zone, formation of
carbides.
Learning Outcome 4 Demonstrate knowledge of tool steel dimensional and shape stability.
Performance
Standard 4.1
Tool steels are described in terms of potential distortion occurring in the
hardening and tempering stage.
Performance
Standard 4.2
Means of reducing distortion are described.
Range Statement: Design simplicity, stress relieving, heating rate during
hardening, grade of steel, quenching rate, tempering temperature.
Performance
Standard 4.3
Types of stresses are described in terms of their effect on tool steel distortion.
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Range Statement: Machining stresses, thermal stresses, transformation
stresses.
Explanatory Notes People credited with this NCS are, for tool steel, able to demonstrate
knowledge of types and uses, microstructure, heat treatment processes, and
dimensional and shape stability.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER29010 Select, use, and care for engineering dimensional measuring
equipment
SQF Level II NCS Credit Value 3
NCS Purpose
Statement
People credited with this NCS are able to: select, use, and care for
engineering dimensional measuring equipment.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Select engineering dimensional measuring equipment.
Performance
Standard 1.1
Measuring equipment is selected, having regard to the geometry of the object
to be measured, likely magnitude of dimensions, and required accuracy.
Performance
Standard 1.2
Measuring equipment is inspected for damage or faults, and supervisor
advised.
Range Statement: Damage and faults include but are not limited to –
deformation, breakages, stickiness, not zeroing, missing parts, expired
calibration.
Learning Outcome 2 Use engineering dimensional measuring equipment.
Performance
Standard 2.1
Measurements are quoted with an estimate of accuracy.
Performance
Standard 2.2
Measurements are validated by re-measurement with the same or alternate
equipment.
Performance
Standard 2.3
Measuring equipment and objects to be measured are not damaged during
measurement.
Performance
Standard 2.4
Measurements are recorded in accordance with industry practice.
Range Statement: number of decimal places, units, prefixes, symbols,
accuracy.
Learning Outcome 3 Care for engineering dimensional measuring equipment.
Performance
Standard 3.1
Measuring equipment is handled and stored in a manner that maintains its
integrity.
Explanatory Notes 1 Definition
Industry practice – safe and sound trade practice generally accepted by
competent persons within the mechanical engineering industry.
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2 Assessment information
Engineering dimensional measuring equipment may include but is not limited to
– vernier callipers; internal, external, and depth micrometers; dial gauges; dial
test indicators; height gauges; surface tables; steel rulers.
Evidence is required for the selection, use, and care of vernier callipers and at
least three other items of measuring equipment.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER29011 Select, use, and care for engineering marking-out equipment
SQF Level II NCS Credit Value 4
NCS Purpose
Statement
People credited with this NCS are able to select engineering marking-out
equipment and materials, and use and care for engineering marking-out
equipment.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Select engineering marking-out equipment and materials.
Performance
Standard 1.1
Marking-out equipment and materials are selected, having regard to the nature
of the marking-out task and the specified tolerances.
Performance
Standard 1.2
Marking-out technique is planned and outlined prior to commencing work
Performance
Standard 1.3
Marking-out equipment is inspected for damage and faults, and supervisor
advised.
Range Statement: Damage and faults include – deformation, worn, broken,
missing parts; not zeroing; expired calibration.
Learning Outcome 2 Use engineering marking-out equipment.
Performance
Standard 2.1
Marking-out achieves requirements within the specified tolerances.
Performance
Standard 2.2
Marking-out is validated by re-checking with the same or alternate
equipment.
Learning Outcome 3 Care for engineering marking-out equipment.
Performance
Standard 3.1
Marking-out equipment is handled and stored in a manner that maintains its
integrity
Explanatory Notes 1 Definition
Marking-out materials – marking blue or spirit blue (engineer’s blue), copper
sulphate, chalk, whitewash (lime plus alcohol) or similar materials.
2 Assessment information
Marking-out equipment includes but is not limited to – mark-out tables,
engineer's squares, rules, straight edges, scribing blocks, height gauges,
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© Samoa Qualifications Authority 2013
trammels, protractors, scribers, vee blocks, parallels, angle plates, dividers,
centre punches.
Evidence is required for the selection, use, and care of at least six items of
equipment.
Evidence for outcomes 1 and 2 must include – the positions of between five
and ten equally spaced holes on a given pitch circle diameter (PCD),
marking-out relative to a datum, marking-out from templates.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER29012 Demonstrate knowledge of fits, limits, and tolerances in
engineering
SQF Level II NCS Credit Value 2
NCS Purpose
Statement
People credited with this NCS are able to explain fits, limits and tolerances as
used in engineering, and interpret tolerances as displayed on engineering
drawings.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Explain fits, limits and tolerances as used in engineering.
Performance
Standard 1.1
The term fit is explained in terms of its use in engineering.
Performance
Standard 1.2
The differences between clearance fit, interference fit, and transition fit are
explained and an example of each given.
Performance
Standard 1.3
The terms limit and tolerance are explained in terms of their use and
significance in engineering.
Range Statement: Significance in terms of – component fit and function,
inter-changeability of components, ease of manufacture, economic
production.
Learning Outcome 2 Interpret tolerances as displayed on engineering drawings.
Performance
Standard 2.1
Tolerances displayed on engineering drawings of single parts are interpreted
in terms of dimensional limits.
Performance
Standard 2.2
Tolerances displayed on engineering drawings of mating parts are interpreted
in terms of dimensional limits, and the type of fit identified.
Explanatory Notes 1 References
BS EN ISO 286-1:2010, Geometrical product specifications (GPS). ISO code
system for tolerances on linear sizes. Basis of tolerances, deviations and fits.
BS EN ISO 286-2:2010, Geometrical product specifications (GPS). ISO code
system for tolerances on linear sizes. Tables of standard tolerance classes
and limit deviations for holes and shafts.
2 Assessment information
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© Samoa Qualifications Authority 2013
For assessment purposes, drawings of fully dimensioned and toleranced
components must be available. Candidates may refer to tables of limits and
fits.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER29013 Service machines and equipment
SQF Level II NCS Credit Value 4
NCS Purpose
Statement
People credited with this NCS are able to carry out routine safety and service
checks, and servicing on machines and equipment.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Carry out routine safety and service checks on machines and equipment.
Performance
Standard 1.1
Safety hazards associated with machines and equipment are identified, and
precautions are taken in accordance with worksite procedures.
Performance
Standard 1.2
Service checks are completed in accordance with worksite procedures.
Performance
Standard 1.3
Machine and equipment condition/status is reported in accordance with
worksite procedures.
Range Statement: May include but is not limited to – written and oral
reports.
Learning Outcome 2 Carry out routine servicing on machines and equipment.
Performance
Standard 2.1
Consumable components are replaced in accordance with worksite
procedures.
Range Statement: May include but is not limited to – filters, oil wipers, tool
tips, indicator lamps.
Performance
Standard 2.2
Fluids and lubricants are topped up, or replaced, in accordance with worksite
procedures.
Performance
Standard 2.3
Machine and equipment adjustments are made in accordance with worksite
procedures.
Range Statement: May include but is not limited to – adjustments to safety
guards, stops, wear pads, guides, limit switch actuators, tool holders, glands,
scrapers, aprons.
Performance
Standard 2.4
Servicing records are completed in accordance with worksite procedures.
Performance
Standard 2.5
Waste material is disposed of in accordance with industry practice.
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Explanatory Notes 1 Reference
Occupational Safety and Health Act (Samoa) 2002
Health and Safety in Employment Act (New Zealand) 1992
2 Definitions
Industry practice – safe and sound trade practices generally accepted by
competent persons within the mechanical engineering industry.
Service – routine actions that ensure operational integrity. Examples include
cleaning, replenishing, lubricating, and minor adjustments.
Worksite procedures – documents that include: worksite rules, codes, and
practices; equipment operating instructions and maintenance schedules;
documented quality management systems; and health and safety
requirements.
3 Assessment information
Assessment across all outcomes requires the candidate to service a minimum
of two machines/equipment.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER29014 Align machinery and equipment
SQF Level IV NCS Credit Value 8
NCS Purpose
Statement
People credited with this NCS are able to check alignment, and correct
misalignment of machinery and equipment.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Check alignment of machinery and equipment.
Performance
Standard 1.1
Procedures and equipment for checking alignment are identified.
Range Statement: may include but is not limited to – dial gauges, straight
edges, feeler gauges, laser alignment.
Performance
Standard 1.2
Alignment tolerances are identified from machinery and equipment
manufacturer's specifications.
Performance
Standard 1.3
Alignment checks are carried out in accordance with manufacturer’s
specifications and industry practice.
Performance
Standard 1.4
Instances of non-conformance are recorded in accordance with worksite
procedures.
Learning Outcome 2 Correct misalignment of machinery and equipment.
Performance
Standard 2.1
Reasons for misalignment are determined.
Range Statement: may include but is not limited to checks for – soft foot,
pipe strain, thermal growth, faulty installation.
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Performance
Standard 2.2
Machinery and equipment is aligned in accordance manufacturer’s
specifications and industry practice.
Performance
Standard 2.3
Machinery and equipment records are completed in accordance with
worksite procedures.
Explanatory Notes 1. Reference
Occupational Safety and Health Act 2002.
2. Definitions
Align/Alignment – the action of bringing machine components or parts into
proper coordination or relation to one another.
Industry practice – safe and sound trade practices generally accepted by
competent persons within the mechanical engineering industry.
Worksite procedures – documents that include: worksite rules, codes, and
practices; equipment operating instructions and maintenance schedules;
documented quality management systems; and health and safety
requirements.
3. Range
Assessment across all outcomes requires the candidate to align a minimum
of two components or parts which may include but are not limited to – axial,
parallel, and angular shafts; couplings; gear trains; belts; pulleys; and chain
drives.
Suggested
assessment methods
Theory and Practical Test
Resource
requirements
Tools for aligning equipments such as straight edge, dial test indicator etc…
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER29015 Assemble mechanical components under supervision
SQF Level II NCS Credit Value 2
NCS Purpose
Statement
This NCS is for use in the training of mechanical engineering trades or
assembly workers, and covers straight forward assembly and adjustment of
mechanical components under supervision.
People credited with this standard are, under supervision, able to: prepare for
assembly of mechanical components, assemble mechanical components, and
test and store completed assemblies
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Prepare for assembly of mechanical components under supervision.
Performance
Standard 1.1
Assembly instructions are studied and details confirmed with the supervisor.
Performance
Standard 1.2
Tools and components are selected in accordance with instructions.
Performance
Standard 1.3
Relevant safety issues are identified and confirmed with the supervisor.
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Performance
Standard 1.4
Components are cleaned in accordance with instructions.
Performance
Standard 1.5
Components ready for assembly are secured and/or stored in accordance
with instructions.
Learning Outcome 2 Assemble mechanical components under supervision.
Performance
Standard 2.1
Use of tools in accordance with sound industry practice is demonstrated.
Performance
Standard 2.2
Components are assembled in accordance with instructions.
Performance
Standard 2.3
Assembly is carried out without damage to components or injury to persons.
Performance
Standard 2.4
Adjustments are made to the assembled components in accordance with
instructions.
Performance
Standard 2.5
Documents are completed in accordance with instructions.
Learning Outcome 3 Test and store completed assemblies under supervision.
Performance
Standard 3.1
Completed assemblies are tested to confirm operation and tolerances in
accordance with instructions.
Performance
Standard 3.2
Completed assemblies are stored in accordance with instructions.
Explanatory Notes 1. Reference
Occupational Safety and Health Act (Samoa) 2002
Health and Safety in Employment Act (New Zealand) 1992
2. Definition
Instructions – written and/or, verbal instructions from the candidate’s
supervisor. This may include worksite safety procedures, equipment
operating procedures, job procedures, procedures for handling and disposal
of materials, assembly drawings and specifications.
3. Assessment information
a. All activities must comply with relevant legislative and/or regulatory
requirements, which include, but are not limited to, the Occupational Safety
and Health Act 2002.
b. Safe working practices are to be followed at all times.
4. Range
a. Typical components – levers, bearings, seals, shafts, motors, chains, belts,
pulleys, sprockets, frames, fasteners, keys.
b. Tools – screw drivers, spanners, pliers, torque wrench, Allen keys; may
involve use of specialized tools or jigs.
Suggested
assessment methods
Theory Test and Practical Test
Resource
requirements
Tools of the trades, and machines such as Lathe drilling mining and fastners.
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
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© Samoa Qualifications Authority 2013
NCS Code and Title ER29016 Assemble and fit precision components
SQF Level III NCS Credit Value 10
NCS Purpose
Statement
This NCS is for people engaged in assembly and fitting of mechanical
engineering components to fine tolerances, such as those specified in ISO
286-1 and ISO 286-2.
People credited with this standard are able to: prepare, assemble and fit, and
test and document precision components.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Prepare to assemble and fit precision components.
Performance
Standard 1.1
Job specifications are interpreted and task requirements determined.
Performance
Standard 1.2
Components are inspected and compared against inventory and job
specifications, and any discrepancies rectified in accordance with worksite
procedures.
Performance
Standard 1.3
Components are cleaned in accordance with job specifications and worksite
procedures.
Learning Outcome 2 Assemble and fit precision components.
Performance
Standard 2.1
Components are assembled and fitted in accordance with job specifications.
Performance
Standard 2.2
Seals are fitted and sealing agents are applied in accordance with job
specifications.
Performance
Standard 2.3
Lubricants are applied in accordance with job specifications.
Learning Outcome 3 Test and document precision component assembly.
Performance
Standard 3.1
Component assemblies are tested, and adjusted where necessary, to confirm
conformance with job specification.
Performance
Standard 3.2
Performance of assemblies is documented in accordance with job
specification and worksite procedures.
Performance
Standard 3.3
Assemblies are stored in accordance with worksite procedures.
Explanatory Notes 1. References
Occupational Safety and Health Act (Samoa) 2002
Health and Safety in Employment Act (New Zealand)1992
Occupational Safety & Health Service. Guidelines for Guarding Principles
and General Safety for Machinery. Wellington: Department of Labour,
1995.
ISO 286-1:2010, Geometrical product specifications (GPS) - ISO code
system for tolerances on linear sizes – Part 1: Basis of tolerances,
deviations and fits.
ISO 286-2:2010, Geometrical product specifications (GPS) - ISO code
system for tolerances on linear sizes – Part 2: Tables of standard tolerance
grades and limit deviations for holes and shafts.
2. Definitions
Job specifications – instructions relevant to the safe completion of a specific
task, such as technical specifications, assembly instructions, drawings, parts
lists, material specifications, standards, codes of practice, test and
commissioning procedures, and verbal instructions.
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Worksite procedures – operational procedures put in place by the
candidate’s employer. These include site safety procedures, equipment
operating procedures, job procedures, quality assurance, and procedures for
the handling and disposal of materials and waste.
3. Assessment Information
a. All activities must comply with relevant legislative and/or regulatory
requirements, which include, but are not limited to, the Health and Safety in
Employment Act 1992.
b. Safe working practices are to be followed at all times.
4. Range
Evidence of four assemblies is required
Suggested
assessment methods Theory Test, Quiz, Assignment and Assessment
Practical Test
Resource
requirements
Precision Components, Fittings, Shafts of different sizes bearing and tools.
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER29017 Assemble and fit precision tooling
SQF Level III NCS Credit Value 10
NCS Purpose
Statement
This NCS is for people engaged in assembly and fitting of tooling to fine
tolerances, such as those specified in ISO 286-1 and ISO 286-2.
People credited with this NCS are able to: prepare, assemble and fit, and
test and document precision tooling.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Prepare to assemble and fit precision tooling.
Performance
Standard 1.1
Job specifications are interpreted and task requirements determined.
Performance
Standard 1.2
Components are inspected and compared against inventory and job
specifications, and any discrepancies rectified in accordance with worksite
procedures.
Performance
Standard 1.3
Components are cleaned in accordance with job specifications and worksite
procedures.
Learning Outcome 2 Assemble and fit precision tooling.
Performance
Standard 2.1
Tooling is assembled and fitted in accordance with job specifications.
Performance
Standard 2.2
Seals and sealing agents are applied in accordance with job specifications.
Performance
Standard 2.3
Lubricants are applied in accordance with job specifications.
Learning Outcome 3 Test and document precision tooling.
Performance Tooling is tested, and adjusted where necessary, to confirm conformance
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© Samoa Qualifications Authority 2013
Standard 3.1 with job specifications.
Performance
Standard 3.2
Performance of assemblies is documented in accordance with job
specifications and worksite procedures.
Performance
Standard 3.3
Assembled tooling is stored in accordance with worksite procedures.
Explanatory Notes 1 References
Occupational Safety and Health Act 2002.
Occupational Safety & Health Service. Guidelines for Guarding Principles
and General Safety for Machinery. Wellington: Department of Labour,
1995.
ISO 286-1:2010, Geometrical product specifications (GPS) - ISO code
system for tolerances on linear sizes – Part 1: Basis of tolerances,
deviations and fits.
ISO 286-2:2010, Geometrical product specifications (GPS) - ISO code
system for tolerances on linear sizes – Part 2: Tables of standard tolerance
grades and limit deviations for holes and shafts.
2 Definitions
Job specifications – instructions relevant to the safe completion of a specific
task, such as technical specifications, assembly instructions, drawings, parts
lists, material specifications, standards, codes of practice, test and
commissioning procedures, and verbal instructions.
Worksite procedures – operational procedures put in place by the
candidate’s employer. These include site safety procedures, equipment
operating procedures, job procedures, quality assurance, and procedures for
the handling and disposal of materials and waste.
3 Assessment Information
a. All activities must comply with relevant legislative and/or regulatory
requirements, which include, but are not limited to, the Occupational Safety
and Health 2002..
b. Safe working practices are to be followed at all times.
4 Range
Evidence of four assemblies is required.
Suggested
assessment methods Theory Test - Assessment with minimum marks of 75%
Assessment - Assessment with minimum marks of 75%
Practical Test – Assessment with minimum marks of 75%
Resource
requirements
Precession instrument and also tool of the trade.
SAG responsible for
developing this NCS
Trades Sector Advisory Group to SQA.
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER29018 Demonstrate and apply knowledge of manually controlled
machining operations
SQF Level III NCS Credit Value 10
NCS Purpose This NCS covers principles and application of drilling, turning, milling, and
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Statement grinding operations using manually controlled machines.
People credited with this NCS are able to: demonstrate knowledge of
machine components, cutting tools, and cutting speed and feed rate; and
perform manually controlled machining operations.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Demonstrate knowledge of machine components.
Range Statement: machines – lathe, mill, surface grinder, cylindrical
grinder.
Performance
Standard 1.1
The major components of machines are identified and their functions
outlined.
Performance
Standard 1.2
Workpiece holding devices and accessories for machines are identified and
their functions outlined with reference to application and safety.
Performance
Standard 1.3
The functions of coolant in machining operations are outlined.
Range Statement: cooling, lubricating, chip removing, preventing
corrosion.
Learning Outcome 2 Demonstrate knowledge of cutting tools.
Performance
Standard 2.1
Terminology relating to cutting tool geometry is explained.
Range Statement: wedge angle, orthogonal cutting, inclined cutting,
normal rake, right and left hand cutting, plunge cutting, nose radius,
clearance angle. Evidence of four terms is required.
Performance
Standard 2.2
The meanings of positive rake and negative rake are explained in terms of
tool geometry.
Performance
Standard 2.3
The purpose of chip breakers is explained in terms of cutting tool operation.
Performance
Standard 2.4
The difference between solid tools and tool bits (inserts) is explained in
terms of cutting tool operation.
Performance
Standard 2.5
ISO classifications of hardmetals (carbides) are interpreted with the use of
tables.
Performance
Standard 2.6
The important parameters of a twist drill are identified on a real, or
representation of a, drill.
Range Statement: rake, lip clearance, point angle.
Performance
Standard 2.7
ISO abrasive product markings are interpreted with the use of tables.
Learning Outcome 3 Demonstrate knowledge of cutting speed and feed rate.
Performance
Standard 3.1
The terms cutting speed and feed rate as used in machining are defined.
Performance
Standard 3.2
The factors affecting tool life are identified.
Performance
Standard 3.3
The factors affecting cutting speed are identified.
Performance
Standard 3.4
Rotational speed in revolutions per minute is determined from a given
cutting speed and diameter.
Performance
Standard 3.5
Optimum cutting speeds and revolutions per minute are determined for
given materials, machining operations, and diameters using nomograms or
tables.
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Performance
Standard 3.6
Optimum feed rates are determined for given machining operations and
materials.
Learning Outcome 4 Perform manually controlled machining operations.
Range Statement: turning operations – turning stepped spindle, taper
turning, form turning, drilling, reaming, boring, cutting threads, parting off,
knurling. Evidence of five operations is required.
milling operations – cutting flats, keyway, and T-slot; pitch circle drilling.
Use of indexing head and rotary table must be demonstrated.
surface grinding operations – truing and dressing a grinding wheel, grinding
a flat face, square shoulder, internal and external diameters and shoulders.
drill sharpening – evidence of three drills of different sizes is required.
Performance
Standard 4.1
Machining operations are performed on given machines in accordance with
machine operating instructions, and using techniques in accordance with
industry practice.
Performance
Standard 4.2
Machining is performed in accordance with safe working practices.
Performance
Standard 4.3
Optimum cutting speeds and feed rates are determined, and gears and other
machine parameters set accordingly.
Performance
Standard 4.4
Machined workpieces are within specified tolerances.
Explanatory Notes 1. References
Occupational Safety and Health Act 2002;
Occupational Safety & Health Service. Guidelines for Guarding Principles
and General Safety for Machinery. Wellington: Department of Labour,
1995;
ISO 513:2004, Classification and application of hard cutting materials for
metal removal with defined cutting edges – Designation of the main groups
and groups of application;
Culley, Ron, ed. Fitting and Machining. ISBN 0724138196. Melbourne:
RMIT Publishing, 2009.
2. Definitions
Industry practice – safe and sound practices generally accepted by
competent trade persons within the mechanical engineering industry.
Safe working practices – work practices designed to prevent personal
injuries and damage to equipment and plant. This includes practices
relating to personal attire and use of safety clothing and equipment, use of
machinery and tools, and handling of materials and waste.
Suggested
assessment methods
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
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© Samoa Qualifications Authority 2013
NCS Code and Title ER29019 Produce components by performing engineering turning
operations
SQF Level III NCS Credit Value 15
NCS Purpose
Statement
This NCS covers engineering turning operations with a range of tools and
accessories to produce components to specified tolerances.
People credited with this NCS are able to: prepare for, and perform, turning
operations, and measure components.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Prepare for turning operations.
Performance
Standard 1.1
Machine is lubricated and routine maintenance carried out in accordance
with worksite procedures.
Performance
Standard 1.2
Drawings, instructions, and specifications are interpreted to establish job
requirements.
Performance
Standard 1.3
Sequence of operations is planned to achieve job requirements efficiently,
and verified in accordance with worksite procedures.
Performance
Standard 1.4
Components are marked out as required by specifications.
Performance
Standard 1.5
Accessories and work-holding fixtures are installed to securely hold the
work.
Performance
Standard 1.6
Tools are selected for efficient machining, prepared, and mounted securely.
Performance
Standard 1.7
Cutting speeds and feeds are selected relevant to machine, material, and
tooling.
Learning Outcome 2 Perform turning operations.
Performance
Standard 2.1
Machine coolant type and flow are adjusted as required by machine and
turning operations.
Performance
Standard 2.2
Components are machined and finished to specified tolerances, without
damage to machine and tools.
Performance
Standard 2.3
Machine is cleaned and waste material disposed of in accordance with
worksite procedures.
Learning Outcome 3 Measure components.
Performance
Standard 3.1
Components are measured using instruments matching the required
accuracy to confirm that specifications have been achieved.
Performance
Standard 3.2
Measurements are recorded in accordance with worksite procedures.
Explanatory Notes 1 References
Occupational Safety and Health Act 2002;
Occupational Safety & Health Service. Guidelines for Guarding Principles
and General Safety for Machinery. Wellington: Department of Labour,
1995.
2 Definitions
Safe working practices – work practices designed to prevent personal
injuries and damage to equipment and plant. This includes practices
relating to personal attire and use of safety clothing and equipment, use of
machinery and tools, and handling of materials and waste.
Worksite procedures – operational procedures put in place by the
candidate’s employer. These include site safety procedures, equipment
operating procedures, job procedures, and procedures for the handling and
disposal of materials and waste.
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© Samoa Qualifications Authority 2013
3 Assessment Information
a. All activities must comply with relevant legislative and/or regulatory
requirements, which include, but are not limited to, the Occupational
Safety and Health Act 2002.
b. All activities must demonstrate safe working practices.
4 Range
a. Turning operations – shaft turning, taper turning, boring, drilling,
reaming, facing, simple V form single start external thread cutting, use
of taps and dies, grooving, parting off.
b. Evidence of six different operations is required.
Suggested
assessment methods
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER29020 Produce components by performing engineering milling
operations
SQF Level III NCS Credit Value 15
NCS Purpose
Statement
This NCS covers engineering milling operations with a range of tools and
accessories to produce components to specified tolerances.
People credited with this NCS are able to: prepare for, and perform, milling
operations, and measure components.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Prepare for milling operations.
Performance
Standard 1.1
Machine is lubricated and routine maintenance carried out in accordance
with worksite procedures.
Performance
Standard 1.2
Drawings, instructions, and specifications are interpreted to establish job
requirements.
Performance
Standard 1.3
Sequence of operations is planned to achieve job requirements efficiently,
and verified in accordance with worksite procedures.
Performance
Standard 1.4
Components are marked out as required by specifications.
Performance
Standard 1.5
Accessories and work-holding fixtures are installed to securely hold the
work.
Performance
Standard 1.6
Tools are selected for efficient machining, prepared, and mounted securely.
Performance
Standard 1.7
Cutting speeds and feeds are selected relevant to machine, material, and
tooling.
Learning Outcome 2 Perform milling operations.
Performance Machine coolant type and flow are adjusted as required by machine and
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© Samoa Qualifications Authority 2013
Standard 2.1 milling operations.
Performance
Standard 2.2
Components are machined and finished to specified tolerances, without
damage to machine and tools.
Performance
Standard 2.3
Machine is cleaned and waste material disposed of in accordance with
worksite procedures.
Learning Outcome 3 Measure components.
Performance
Standard 3.1
Components are measured using instruments matching the required
accuracy to confirm that specifications have been achieved.
Performance
Standard 3.2
Measurements are recorded in accordance with worksite procedures.
Explanatory Notes 1 References
Occupational Safety and Health Act 2002;
Occupational Safety & Health Service. Guidelines for Guarding Principles
and General Safety for Machinery. Wellington: Department of Labour,
1995.
2 Definitions
Safe working practices – work practices designed to prevent personal
injuries and damage to equipment and plant. This includes practices
relating to personal attire and use of safety clothing and equipment, use of
machinery and tools, and handling of materials and waste.
Worksite procedures – operational procedures put in place by the
candidate’s employer. These include site safety procedures, equipment
operating procedures, job procedures, and procedures for the handling and
disposal of materials and waste.
3 Assessment Information
a. All activities must comply with relevant legislative and/or regulatory
requirements, which include, but are not limited to, the Occupational
Safety and Health Act 2002.
b. All activities must demonstrate safe working practices.
4 Range
Milling operations – end milling, slot milling, form milling, slitting, keyway
cutting, boring; must include use of dividing head, and may include use of a
rotary table.
Suggested
assessment methods
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER29021 Demonstrate and apply knowledge of setting and operating
CNC engineering machines
SQF Level III NCS Credit Value 4
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© Samoa Qualifications Authority 2013
NCS Purpose
Statement
This NCS covers principles and practical application of Computer
Numerical Control (CNC) machine setting and operation.
People credited with this NCS are able to demonstrate knowledge of CNC
machines, and set and operate CNC machines.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Demonstrate knowledge of CNC machines.
Performance
Standard 1.1
The purpose and advantages of CNC are outlined, compared to manually
controlled machining.
Performance
Standard 1.2
The major components and accessories of CNC machines are identified and
their functions outlined.
Range Statement: CNC lathe, CNC mill.
Performance
Standard 1.3
Typical programmable functions are identified.
Performance
Standard 1.4
Machine tool and workpiece movements are expressed in terms of Cartesian
coordinates, and the purpose of the reference point (grid zero) is explained.
Range Statement: CNC lathe, CNC mill.
Performance
Standard 1.5
The purpose of tool compensation is explained.
Performance
Standard 1.6
The interaction between CAD, CAM, and DNC in relation to modern
production of components using CNC is outlined.
Performance
Standard 1.7
Hazards in the use of CNC machines, and methods of managing these
hazards, are identified.
Learning Outcome 2 Set CNC machines.
Range Statement: CNC lathe, CNC mill.
Performance
Standard 2.1
Cutting tools are loaded into turret in accordance with specifications.
Performance
Standard 2.2
Holding devices, safe and suitable for the task, are selected, and workpiece
is loaded in accordance with machine instructions.
Performance
Standard 2.3
Program is loaded in accordance with machine instructions.
Performance
Standard 2.4
Reference point is assigned in accordance with machine instructions.
Performance
Standard 2.5
Offsets are entered in accordance with machine instructions and
specifications.
Learning Outcome 3 Operate CNC machines.
Range Statement: CNC lathe, CNC mill.
Performance
Standard 3.1
Test pieces are cut in accordance with machine instructions.
Performance
Standard 3.2
Measurements and adjustments are made until the machine cuts components
to specifications.
Performance
Standard 3.3
Machine operation is monitored and tool changes made as required.
Performance
Standard 3.4
Machining is performed in accordance with safe working practices.
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© Samoa Qualifications Authority 2013
Explanatory Notes 1. References
Occupational Safety and Health Act 2002;
Occupational Safety & Health Service. Guidelines for Guarding Principles
and General Safety for Machinery. Wellington: Department of Labour,
1995.
2. Definitions
CAD – Computer Aided Design.
CAM – Computer Aided Manufacturing.
CNC – Computer Numerical Control.
DNC – Distributive Numerical Control.
Safe working practices – work practices designed to prevent personal
injuries and damage to equipment and plant. This includes practices
relating to personal attire and use of safety clothing and equipment, use of
machinery and tools, and handling of materials and waste.
Suggested
assessment methods
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER29022 Demonstrate and apply knowledge of programming CNC
engineering machines
SQF Level III NCS Credit Value 4
NCS Purpose
Statement
This NCS covers principles and application of programming of computer
numerically controlled (CNC) lathes and mills.
People credited with this NCS are able to demonstrate knowledge of CNC
programming, and apply knowledge of CNC programming to produce
working programs.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Demonstrate knowledge of CNC programming.
Performance
Standard 1.1
Main axes and typical reference points are identified for turning and
machining centres.
Performance
Standard 1.2
The absolute and incremental reference point systems are outlined.
Performance
Standard 1.3
The difference between point-to-point and continuous path machining is
explained.
Performance
Standard 1.4
The difference between linear and circular interpolation methods is
explained.
Performance
Standard 1.5
The concepts of tool length and cutter radius compensations are outlined,
with an indication of how they may be implemented in a program.
Performance
Standard 1.6
Given a short section of a program using G and M codes, together with
appropriate code tables, each statement is explained in terms of the
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© Samoa Qualifications Authority 2013
corresponding machine operations.
Learning Outcome 2 Apply knowledge of CNC programming to produce working programs.
Range Statement: evidence of at least one program is required for given
machining work, for a CNC lathe or mill. G code or another format
compatible with the machine may be used.
Performance
Standard 2.1
Set-up sheet is produced from given drawings.
Range Statement: set-up sheet contains at least – establishment of machine
and part zero points; types and locations of cutting tools and work-holding
devices; setting-up instructions.
Performance
Standard 2.2
Programs demonstrate point-to-point machining, and continuous path
machining with linear and circular interpolation.
Performance
Standard 2.3
Programs demonstrate use of tool compensation.
Performance
Standard 2.4
Programs are test run, and produce the components within the specified
tolerances.
Explanatory Notes 1 References
ISO 6983-1:2009, Automation systems and integration - Numerical control
of machines – Program format and definition of address words – Part 1:
Data format for positioning, line motion and contouring control systems.
2 Assessment Information
The credit allocation for this NCS assumes that prior credit has been gained
for NCS FI059, Demonstrate and applies knowledge of setting and
operating CNC engineering machines.
Suggested
assessment methods
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER29023 Level machinery and equipment
SQF Level III NCS Credit Value 4
NCS Purpose
Statement
People credited with this NCS are able to check and correct the level of
machinery and equipment.
Classification Field – Engineering and Related Technologies
Subfield – Metal Fitting Turning and Machining
Learning Outcome 1 Check the level of machinery and equipment.
Performance
Standard 1.1
Procedures and equipment for checking level are identified.
Performance
Standard 1.2
Level tolerances are identified from manufacturer's specifications or
industry practice.
Performance
Standard 1.3
Levelling checks are carried out in accordance with manufacturer’s
specifications and industry practice.
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Learning Outcome 2 Correct the level of machinery and equipment.
Performance
Standard 2.1
Reasons for errors in level are determined in accordance with industry
practice.
Range Statement: may include but is not limited to – soft foot, unstable
surface, missing or broken machine mounts, insufficient depth of
foundation, uneven foundation pads.
Performance
Standard 2.2
Machinery and equipment are levelled in accordance with manufacturer’s
specifications and industry practice.
Performance
Standard 2.3
Machinery and equipment records are completed in accordance with
worksite procedures
Explanatory Notes 1 Reference
Occupational Safety and Health Act 2002.
2 Definitions
Industry practice – safe and sound trade practices generally accepted by
competent persons within the mechanical engineering industry.
Worksite procedures – documents that include: worksite rules, codes, and
practices; equipment operating instructions and maintenance schedules;
documented quality management systems; and health and safety
requirements.
3 Range
The process of levelling requires the use of a variety of tools and devices
which may include but are not limited to: spirit or hand levels; lines;
optical, electronic, and laser technology; abney levels; and theodolites.
Assessment across all outcomes requires the candidate to level a minimum
of two items of machinery and equipment.
Suggested
assessment methods
Resource
requirements
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER30001 Perform basic fabrication operations under supervision
SQF Level II NCS Credit Value 12
NCS Purpose
Statement
This NCS is designed for entry level training in fabrication and related
trades, and covers basic fabrication operations.
People credited with this NCS are able to: demonstrate introductory
knowledge of fabrication processes, demonstrate knowledge of safe
working practices in fabrication, prepare for fabrication of simple objects,
fabricate simple objects, and adjust and maintain fabrication machines.
Classification Field – Engineering and Related Technologies
Subfield – Sheetmetal Working
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Learning Outcome 1 Demonstrate introductory knowledge of fabrication processes.
Performance
Standard 1.1
The processes are outlined in accordance with industry practice.
Range Statement: Processes – metal selection, layout, marking, cutting,
bending, forming, assembly; outlines – purpose, brief description of
process.
Performance
Standard 1.2
The basic principles of cutting and forming metals are described, with
reference to the effects on the workpiece, tools, and material properties.
Performance
Standard 1.3
Basic machines used in the fabrication industry are identified and their
applications briefly described in accordance with industry practice.
Range Statement: Guillotine, press brake, shearing, sawing, bending,
notching, folding, rolling, punching, grinding, drilling, cropping.
Performance
Standard 1.4
Cutting, bending, and joining allowances are calculated.
Learning Outcome 2 Demonstrate knowledge of safe working practices in fabrication.
Performance
Standard 2.1
Safe working practices relating to the fabricator are outlined.
Range Statement: Includes but is not limited to – long hair, loose clothing,
footwear, items of adornment, goggles, ear muffs, gloves, training, lifting
techniques.
Performance
Standard 2.2
Hazards and safety practices associated with fabrication machines and tools
are identified in accordance with safety guidelines.
Range Statement: Includes but is not limited to – guards, unattended
machines left running, emergency stops; chuck keys, spanners, cutting,
grinding, bending, welding, riveting, and machine capacity.
Performance
Standard 2.3
Safe working principles relating to materials are outlined.
Range Statement: Disposal of waste material, spillages.
Performance
Standard 2.4
Location of fire extinguishers and emergency exits in the workshop are
identified.
Learning Outcome 3 Prepare for fabrication of simple objects.
Range Statement: Simple fabrication objects – objects based on
rectangular, cylindrical, conical, or pyramidal shapes, simple transitions,
simple structural frames;
materials – aluminium, mild steel in the range 0.4 to 6mm thickness;
assembly methods may include but are not limited to – fasteners, welding;
evidence of at least three different objects is required.
Performance
Standard 3.1
Drawings and/or specifications are interpreted and fabrication processes
clarified.
Performance
Standard 3.2
Machines and tools are selected and their operating procedures and fitness
for use determined.
Performance
Standard 3.3
Materials are selected in accordance with specifications.
Learning Outcome 4 Fabricate simple objects.
Range Statement: Simple fabrication objects – objects based on
rectangular, cylindrical, conical, or pyramidal shapes, simple transitions,
simple structural frames;
materials – aluminium, mild steel in the range 0.4 to 6mm thickness;
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assembly methods may include but are not limited to – fasteners, welding;
evidence of at least three different objects is required.
Performance
Standard 4.1
Basic fabrication processes are demonstrated by fabricating objects in
accordance with industry practice.
Range Statement: Basic fabrication processes – marking out, cutting,
forming, assembly;
application of cutting, bending, and joining allowances.
Performance
Standard 4.2
Machines and tools are set and used safely in accordance with industry
practice and safety guidelines.
Performance
Standard 4.3
Fabrications are inspected and measured for compliance with specifications,
and deviations identified.
Learning Outcome 5 Adjust and maintain fabrication machines.
Performance
Standard 5.1
Machines are left clean and ready for next use, and any unusable machines
and tools are reported to the supervisor.
Performance
Standard 5.2
Waste material is disposed of in accordance with worksite procedures.
Performance
Standard 5.3
Routine checks, adjustments, and lubrication are carried out in accordance
with machine operating procedures.
Explanatory Notes 1. This NCS is concerned with establishing safe use of machines and
tools and proper operational practices, rather than precision
fabrication. Therefore the specification of required fabrication
precision for assessment purposes should take into account the
introductory nature of this standard and the materials, machines, and
tools used.
2. The skills of Learning Outcomes 3, 4, and 5 are expected to be
demonstrated under close supervision.
3. References
Occupational Safety and Health A and Safety Act 2002
Occupational Safety and Health Service. Guidelines for Guarding
Principles and General Safety for Machinery, Department of Labour, 1995.
Accident Compensation Corporation and Department of Labour. Metal
Industry Guidelines for Safe Work, ACC, 2007.
4. Definitions
Industry practice – safe and sound practices generally accepted by competent
trade persons within the fabrication industry.
Safety guidelines – guidelines for the safe operation of machinery and tools,
such as those listed in the references, as well as guidelines for specific
machines.
Suggested
assessment methods Theory Test, short answer assessment, quiz, assignment
Practical Test
Resource
requirements
Machines of the trade and hand tools.
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
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NCS Code and Title ER31029 Cut metals using manual thermal processes
SQF Level III NCS Credit Value 4
NCS Purpose
Statement
This NCS covers the manual cutting of metals using the oxy-fuel and
plasma arc cutting processes.
People credited with this NCS are able to: prepare to cut metals using
manual thermal processes; cut metals using manual thermal processes; and
control quality of the cut.
Classification Field – Engineering and Related Technologies
Subfield – Boilermaking and Welding
Learning Outcome 1 Prepare to cut metals using manual thermal processes.
Performance
Standard 1.1
Work area is assessed for hazards associated with the cutting process and all
necessary precautions taken in accordance with safe working practice.
Range Statement: electric shock, arc radiation, fire, explosion, fumes and
gases, heat, confined space, hot metal.
Performance
Standard 1.2
Equipment is assembled and maintained ready for use in accordance with
manufacturer’s instructions.
Performance
Standard 1.3
Consumables are selected in accordance with cutting requirements.
Range Statement: gases, tips, nozzles.
Performance
Standard 1.4
Metal is positioned and supported for cutting in accordance with safe
working practice.
Performance
Standard 1.5
A cutting sequence is followed to minimise material distortion in
accordance with industry practice.
Learning Outcome 2 Cut metals using manual thermal processes.
Range Statement: oxy-fuel process on steel – evidence of at least five cuts
including sheet or plate, pipe, sections, hole piercing, bevelling;
plasma arc process on steel, stainless steel, and aluminium. – evidence of at
least five cuts is required, demonstrating ability to cut all three metals, sheet
or plate, pipe, sections, and hole piercing.
Performance
Standard 2.1
Safety procedures are followed and personal protective equipment is worn
in accordance with safe working practice.
Performance
Standard 2.2
Cutting parameters are established in accordance with manufacturer’s
recommendations.
Range Statement: parameters – nozzle or tip size, gas pressures, flame
type, travel speed, current electrode.
Performance
Standard 2.3
Metal is cut to industry standard and in accordance with industry practice.
Learning Outcome 3 Control quality of the cut.
Performance
Standard 3.1
Cuts are compared to quality requirements of industry standard by visual
examination, and imperfect cuts, if any, are re-worked in accordance with
industry practice.
Range Statement: typical imperfections – gouges, top edge melting, cut
not square or straight, excessive adhering slag.
Explanatory Notes 1 References
Health and Safety in Welding. Wellington: Department of Labour, 2006.
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Available from http://www.osh.govt.nz.
WTIA Technical Note 5, Flame cutting of steels. Welding Technology
Institute of Australia, 1994. Available from Heavy Engineering Research
Association, PO Box 76134, Manukau City, Manukau 2241.
2 Definitions
Industry practice – refers to the safe and sound practices accepted by the
fabrication industry.
Industry standard – Class 3 of WTIA Technical Note 5, or worksite
equivalent.
Manual thermal processes – refers to the oxy-fuel gas and plasma processes
with the cutting torch being hand held. Guides may be used.
Metals – refers to carbon steel, stainless steel, and aluminium.
Oxy-fuel – refers to oxygen cutting using a fuel gas such as acetylene or
liquid petroleum gas (LPG); also referred to as gas cutting.
Safe working practice – refers to formal worksite or company safety
policies, or the practices established by Health and Safety in Welding or
similar codes.
Suggested
assessment methods
Observation, practical,
Resource
requirements
Oxy-Acetylene set ,welding goggle, gloves, plasma, head shield, steel plate,
pip, stainless steel ,aluminum
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER31030 Demonstrate and apply knowledge of safe welding procedures
under supervision
SQF Level II NCS Credit Value 3
NCS Purpose
Statement
This NCS is for use in entry level training of mechanical engineering and
related trades and covers welding principles and safe practice under
supervision at an introductory level.
People credited with this NCS are able to demonstrate knowledge of
welding principles, quality assurance, and safety; and have demonstrated
safe welding practice under supervision.
Classification Field – Engineering and Related Technologies
Subfield – Boilermaking and Welding
Learning Outcome 1 Demonstrate knowledge of welding principles.
Range Statement: Processes – oxyacetylene, manual metal arc, GMAW,
GTAW.
Evidence of three processes is required, which together should cover simple
fillet and butt welds in flat positions, joining mild steel.
Performance
Standard 1.1
The terms soldering, brazing, and welding are distinguished and typical
applications stated.
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Performance
Standard 1.2
Welding terminology is explained with reference to typical applications.
Range Statement: butt weld, fillet weld, weld size (leg length and throat
thickness), fusion, penetration, weld profile (concave, convex).
Performance
Standard 1.3
The principles of different types of welding and cutting processes are
outlined with reference to typical applications.
Range Statement: processes – resistance welding, oxyacetylene, manual
metal arc, GMAW, GTAW, thermal cutting.
Learning Outcome 2 Demonstrate knowledge of welding quality assurance.
Performance
Standard 2.1
The principles of, and reasons for, basic welding quality assurance and
inspection are outlined.
Range Statement: principles – welding procedures, welder qualification,
welding inspection.
Performance
Standard 2.2
Factors affecting weld quality are identified.
Range Statement: welding procedure, welder skill.
Performance
Standard 2.3
Defective welds are identified by visual inspection in accordance with
instructions.
Range Statement: concavity, undercut, undersized, porosity, non-metallic
inclusions, cracks.
Learning Outcome 3 Demonstrate knowledge of welding safety.
Performance
Standard 3.1
The source and nature of hazards associated with welding and cutting
processes are identified.
Range Statement: electric shock, burns (arc radiation, heat), fumes,
asphyxiation, noise, hard and/or hot particles, chemical (cleaning, pickling,
and passivating agents), dust.
Performance
Standard 3.2
Techniques of dealing with welding hazards are outlined in accordance with
safe working practice.
Performance
Standard 3.3
The obligations of employees and employers under the Occupational Safety
and Health Act 2002 are outlined.
Range Statement: employees – responsibility for their own health and
safety, responsibility for ensuring their actions do not harm anyone else;
employers – elimination, isolation, or minimisation of hazards.
Learning Outcome 4 Demonstrate safe welding practice under supervision.
Range Statement: processes – oxyacetylene, manual metal arc, GMAW,
GTAW.
Evidence of three processes is required, which together should cover simple
fillet and butt welds in flat positions, joining mild steel.
Performance
Standard 4.1
The worksite is checked for potential hazards.
Range Statement: may include – confined space, presence of flammable
and/or explosive materials or containers, defective equipment, hot metal,
hard and/or hot particles.
Performance
Standard 4.2
Personal protective equipment is worn in accordance with safe working
practice.
Performance Welding operations comply with safe working practice.
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Standard 4.3
Performance
Standard 4.4
Welding plant and materials are checked and prepared for welding in
accordance with instructions.
Range Statement: connections – hose, regulator, torch, cables, gas
cylinder, as appropriate to the process;
cable insulation; condition of welding torches and/or guns; condition of
parent material and filler metals.
Performance
Standard 4.5
Metals are prepared and joined in accordance with instructions.
Range mild steel sheet and sections in the 1.5 to 3.2mm thickness range.
Performance
Standard 4.6
Welds are sound and without obvious defects, as required for non-critical
applications.
Explanatory Notes 1 Definition
Common engineering metals – includes but is not limited to – iron, carbon
steels, austenitic stainless steels, aluminium, copper, brasses, bronzes, zinc.
2 References
National and International standards setting bodies applicable to this NCS
include but are not limited to – American Iron and Steel Institute (AISI),
ASTM International, British Standards Institution (BSI), Standards New
Zealand (NZS), International Organisation for Standardisation (ISO),
Japanese Industrial Standards (JIS), Standards Australia (AS), Deutsches
Institut für Normung e. V. (German Institute for Standardisation (DIN)).
3 Assessment Information
This unit is intended to cover entry level knowledge of common
engineering metals, to establish a foundation knowledge base.
Suggested
assessment methods
Assessment method for this NCS are designed to ensure that students are
given every opportunity to demonstrate competence and the relevant
underpinning knowledge
Resource
requirements
OAW equipment, MMAW equipment, GMAW equipment, GTAW
equipment
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER31031 Demonstrate and apply knowledge of welding low carbon
steel
SQF Level III NCS Credit Value 3
NCS Purpose
Statement
This NCS is for use in training of people whose work involves welding of
low carbon steel, using the Manual Metal Arc (MMAW), Gas Metal Arc
(GMAW), and Flux-Cored Arc (FCAW) welding processes.
People credited with this NCS are able to: demonstrate knowledge of
ferrous metals from a welding perspective, and of the MMAW, GMAW,
and FCAW processes for welding low carbon steel; and weld low carbon
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© Samoa Qualifications Authority 2013
steel.
Classification Field – Engineering and Related Technologies
Subfield – Boilermaking and Welding
Learning Outcome 1 Demonstrate knowledge of ferrous metals from a welding perspective.
Range Statement: Evidence is required of six welds consisting of one lap
or tee fillet weld in
the horizontal-vertical position and one butt weld in the flat position for
each
of the MMAW, GMAW, and FCAW processes, using steel plate or sections
In the 3-10 mm thickness range.
Performance
Standard 1.1
The effects of welding on mechanical properties are explained for ferrous
metals.
Range Statement: the explanation is limited to the general effects related
to – material composition, section thickness, welding heat input, cooling
rates.
Performance
Standard 1.2
Weldability of different ferrous metals is compared.
Range Statement: ferrous metals – low carbon steel, structural steel, high
strength steel, grey cast iron.
Performance
Standard 1.3
Methods of applying preheat and controlling the cooling rate are described
for steel.
Performance
Standard 1.4
Weld faults in steel are identified, and remedial and preventative actions
described.
Range Statement: faults include – cracks, lack of fusion, incomplete
penetration, porosity, undercut, incorrect weld shape and size.
Learning Outcome 2 Demonstrate knowledge of the MMAW process for welding low carbon
steel.
Performance
Standard 2.1
The features of the power source are described.
Range Statement: features – constant current characteristic, current type
(AC/DC), rating, duty cycle, open circuit voltage, arc voltage, welding
current, arc starting aids.
Performance
Standard 2.2
The advantages and limitations of the MMAW process are explained.
Performance
Standard 2.3
Selection, handling, and storage requirements of welding consumables are
outlined.
Range Statement: rutile electrodes, basic electrodes.
Learning Outcome 3 Demonstrate knowledge of the GMAW and FCAW processes for welding
low carbon steel.
Performance
Standard 3.1
The features of the equipment are described.
Range Statement: features – constant voltage characteristic, current type,
rating, duty cycle, voltage, synergic control, wire feed speed, welding
current, burn back control, welding gun set-up.
Performance
Standard 3.2
The advantages and limitations of GMAW and FCAW welding are
identified.
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© Samoa Qualifications Authority 2013
Range Statement: advantages and limitations include those related to the
mode of metal transfer used.
Performance
Standard 3.3
Selection, handling, and storage requirements of welding consumables are
outlined.
Range Statement: consumables are limited to those commonly used to
weld low carbon steel – solid wire electrodes, gas-shielded rutile FCAW
electrodes, self-shielded FCAW electrodes; shielding gases.
Learning Outcome 4 Weld low carbon steel.
Range Statement: evidence is required of six welds consisting of one lap
or tee fillet weld in the horizontal-vertical position and one butt weld in the
flat position for each of the MMAW, GMAW, and FCAW processes, using
steel plate or sections in the 3-10 mm thickness range.
Performance
Standard 4.1
Safe working practices are followed.
Range Statement: practices include – use of personal protective
equipment, checking of equipment for faults, use of fume extraction
equipment, elimination of risk of fire or explosion, protection from arc
radiation.
Performance
Standard 4.2
Metals are prepared and joined in accordance with given welding
procedure.
Performance
Standard 4.3
Welds are assessed for imperfections and compared to the permissible
levels in AS/NZS 1554.1:2004.
Range Statement: assessment is by visual examination and may include –
break-over, nick break, bend testing.
Explanatory Notes 1 This NCS is concerned with welding at an introductory level, typically
as taught and assessed on apprenticeship courses. The credit value
reflects the limited practice time available on such courses. It is
envisaged that apprentices would continue to practice welding in the
workplace until they reach the level of proficiency required by
industry standards. NCSs 2671-2698 cover welding at industry
standard level.
2 References
AS/NZS 1554.1:2004 Structural steel welding – Welding of steel structures.
Health and Safety in Welding. Wellington: Department of Labour, 2006.
Available from http://www.osh.govt.nz/.
3 Definitions
FCAW – Flux Cored Arc Welding.
GMAW – Gas Metal Arc Welding, also referred to as Metal Inert Gas
(MIG) welding.
MMAW – Manual Metal Arc Welding.
Low carbon steel is commonly referred to as mild steel.
Safe working practice – refers to the practices established by Health and
Safety in Welding or equivalent codes of practice.
Welding procedure – refers to a written work instruction providing all the
necessary technical detail for a specific welding application.
Suggested
assessment methods
Assessment method for this NCS are designed to ensure that students are
given every opportunity to demonstrate competence and the relevant
underpinning knowledge
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© Samoa Qualifications Authority 2013
Resource
requirements
MMAW equipment, GMAW equipment, steel plate 3-10 mm ,helmet,
chipping hammer, steel brush.
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
NCS Code and Title ER31032 Demonstrate and apply knowledge of welding aluminium and
stainless steel
SQF Level III NCS Credit Value 4
NCS Purpose
Statement
This NCS is for use in training of people whose work involves welding of
aluminium and stainless steel, using the Gas Metal Arc Welding (GMAW)
and Gas Tungsten Arc Welding (GTAW) processes.
People credited with this NCS are able to: demonstrate knowledge of
aluminium and stainless steel from a welding perspective, the GTAW
process for welding aluminium and welding stainless steel, and the GMAW
process for welding aluminium; and to weld aluminium and stainless steel.
Classification Field – Engineering and Related Technologies
Subfield – Boilermaking and Welding
Learning Outcome 1 Demonstrate knowledge of aluminium and stainless steel from a welding
perspective.
Range Statement: Practices include – use of personal protective
equipment, checking of equipment for faults, use of fume extraction
equipment, elimination of risk of fire or explosion, protection from arc
radiation.
Performance
Standard 1.1
Factors affecting the weldability of aluminium are described.
Range Statement: descriptions are limited to overviews of – the grades of
aluminium, the problems of thermal conductivity and the oxide film, the
effects of heat input on mechanical properties of the 5000 and 6000 series
alloys.
Performance
Standard 1.2
Weld faults in aluminium are identified, and remedial and preventative
actions described.
Range Statement: faults include – cracks, lack of fusion, incomplete
penetration, porosity, undercut, incorrect weld shape and size.
Performance
Standard 1.3
Factors affecting the weldability of austenitic stainless steel are described
and compared to those of carbon steel.
Range Statement: descriptions are limited to – a simple definition of
stainless steel; maintenance of the protective oxide film for the 304 and 316
grades by control of heat input, back purging, and post-weld cleaning.
Performance
Standard 1.4
Weld faults in austenitic stainless steel are identified and remedial and
preventative actions described.
Range Statement: faults include – oxidation, cracks, lack of fusion,
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© Samoa Qualifications Authority 2013
incomplete penetration, porosity, undercut, incorrect weld shape and size.
Learning Outcome 2 Demonstrate knowledge of the GTAW process for welding aluminium and
welding stainless steel.
Performance
Standard 2.1
The features of the equipment are described.
Range Statement: power source – characteristic, current type, polarity,
rating, duty cycle, methods of welding current control, high frequency, lift-
arc;
torch set-up – electrodes, nozzles, gas lens.
Performance
Standard 2.2
The advantages, limitations, and typical applications of GTAW welding are
identified.
Performance
Standard 2.3
Selection, handling, and storage requirements of welding consumables are
outlined.
Range Statement: shielding gas, electrodes, filler rods.
Learning Outcome 3 Demonstrate knowledge of the GMAW process for welding aluminium.
Performance
Standard 3.1
Features and functions of the equipment are described.
Range Statement: power source – conventional constant voltage
characteristic type, synergic control for pulsed arc welding, arc length (trim)
control;
welding gun set-up; wire feed systems.
Performance
Standard 3.2
The advantages, limitations, and typical applications of GMAW welding are
identified.
Performance
Standard 3.3
Selection, handling, and storage requirements of welding consumables are
outlined.
Range Statement: consumables are limited to those commonly used to
weld the 5000 and 6000 series alloys, and shielding gases.
Learning Outcome 4 Weld aluminium and stainless steel.
Performance
Standard 4.1
Safe working practices are followed.
Range Statement: practices include – use of personal protective
equipment, checking of equipment for faults, use of fume extraction
equipment, elimination of risk of fire or explosion, protection from arc
radiation.
Performance
Standard 4.2
Austenitic stainless steel is prepared and GTAW welded in accordance with
welding procedure.
Range Statement: one lap or tee fillet weld in the horizontal-vertical
position and one back purged butt weld in the flat position, in the 1-2 mm
thickness range.
Performance
Standard 4.3
Aluminium is prepared and welded in accordance with welding procedure.
Range Statement: GTAW – one lap or tee fillet weld in the horizontal-
vertical position and one butt weld in the flat position, in the 2-5mm
thickness range;
GMAW – one lap or tee fillet weld in the horizontal-vertical position in the
1.5-6mm thickness range.
Performance
Standard 4.4
Welds are assessed for imperfections and compared to the permissible
levels in AS/NZS 1665:2004 for aluminium and AS/NZS 1554.6:1994 for
stainless steel welds.
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© Samoa Qualifications Authority 2013
Range Statement: assessment is by visual examination and may include
break-over, nick break, and bend testing.
Explanatory Notes 1 This NCS is concerned with welding at an introductory level, typically
as taught and assessed on apprenticeship courses. The credit value
reflects the limited practice time available on such courses. It is
envisaged that apprentices would continue to practice welding in the
workplace until they reach the level of proficiency required by
industry standards. NCSs 2671–2698 cover welding at industry
standard level.
2 References
AS/NZS 1554.6:1994 Structural steel welding – Welding stainless steels for
structural purposes.
AS/NZS 1665:2004 Welding of aluminium structures.
Health and Safety in Welding. Wellington: Department of Labour, 2006.
Available from http://www.osh.govt.nz/.
3 Definitions
Aluminium – refers to aluminium and weldable aluminium alloys.
GMAW – Gas Metal Arc Welding, also referred to as Metal Inert Gas
(MIG) welding.
GTAW – Gas Tungsten Arc Welding, also referred to as Tungsten Inert Gas
(TIG) welding.
Safe working practice – refers to the practices established by Health and
Safety in Welding or equivalent codes of practice.
Welding procedure – refers to a written work instruction providing all the
necessary technical detail for a specific welding application.
Suggested
assessment methods
Assessment method for this NCS are designed to ensure that students are
given every opportunity to demonstrate competence and the relevant
underpinning knowledge
Resource
requirements
Aluminum sheet, stainless steel plate, GMAW, helmet, chipping hammer,
steel brush
SAG responsible for
developing this NCS
Trades Sector Advisory Group
Registration date 31st January 2013
Planned review date After 5 years of registration or listing or earlier if required.
Moderation
information
Providers and assessors of this NCS must comply with the SQA National
Moderation System. Details of this system are available from SQA.
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© Samoa Qualifications Authority 2013
ANNEX 1: THE SAMOA QUALIFICATIONS FRAMEWORK
QF Consultation 13 June 2006 21
LEVEL QUALIFICATION
X DOCTORATES
IX MASTERS
VIIIPOSTGRADUATE DIPLOMAS, POSTGRADUATE CERTIFICATES, BACHELOR WITH HONOURS
VIIBACHELORS, GRADUATE DIPLOMAS,
GRADUATE CERTIFICATES
VI
DIPLOMASV
IV
CERTIFICATESIII
II
I
Page 160 of 184
ANNEX 2: SQF LEVEL OUTCOME DESCRIPTORS
Qualificati
on
Lev
el Knowledge Skill
Application of skill and
knowledge
Credit
Values
DO
CT
OR
AT
ES
X
Graduates will have knowledge
at the most advanced frontier of
a field of study or professional
practice which demonstrates a
critical understanding of a
substantial and complex body of
knowledge
Graduates will have expert
thinking, technical and research
skills in a discipline to critically
reflect, synthesize and evaluate
ideas and theories, develop, adapt
and implement research methods
to extend or re-defined exiting
knowledge or professional practice
and to disseminate and promote
new ideas to peers and others. The
graduate will generate original
knowledge and understanding to
make a substantial contribution to
a discipline or practice area
Graduates will apply knowledge
and skills to demonstrate
autonomy, authoritative
judgement, adaptability and
responsibility as an expert and
leading practitioner or academic,
showing a sustained commitment
to the development of new ideas or
practices at the forefront of their
discipline/practice area
360 – 480
credit
points post
Level IX
MA
ST
ER
S
IX
Graduates will have advanced
understanding of a complex body
of knowledge in one or more
disciplines or practice areas
which is at the forefront of their
discipline/practice area
Graduates will have expert
specialised skills to think and work
in a body of knowledge or practice
area in order to analyse, critically
reflect and synthesize complex
information, problems and theories
and to research and apply
established theories and interpret
and communicate knowledge,
Graduates will apply knowledge
and skills to demonstrate
autonomy, authoritative
judgement, adaptability and
responsibility as a practitioner or
learner
120 – 240
credit
points post
Level VIII
(in some
cases post
Level VII)
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© Samoa Qualifications Authority 2013
Qualificati
on
Lev
el Knowledge Skill
Application of skill and
knowledge
Credit
Values
skills and ideas to both specialist
and non specialist audiences
PO
ST
GR
AD
UA
TE
DIP
LO
MA
S a
nd
CE
RT
IFIC
AT
ES
, B
(H
ons)
VIII
Graduates will have advanced
theoretical and technical
knowledge in one or more
disciplines demonstrating critical
understanding of key principles
Graduates will have expert
specialised skills to think, work
and communicate in order to
critically analyse, evaluate and
transform information to complete
a range of activities and to analyse
and generate solutions to complex
problems and communicate
solutions, knowledge, skills and
ideas to others
Graduates will apply knowledge
and skills to demonstrate
autonomy and well developed
judgement, adaptability and
responsibility as a learner or
practitioner
120 – 240
credit
points post
Level VII
BA
CH
EL
OR
S,
GR
AD
UA
TE
DIP
LO
MA
S,
GR
AD
UA
TE
CE
RT
IFIC
AT
ES
VII
Graduates will have deep
specialised technical and/or
theoretical knowledge in one or
more fields of study or work
Graduates will have well
developed skills to think and work
and to communicate, analyse,
evaluate and adapt information to
complete a range of activities,
generate solutions to complex
problems and communicate
solutions, knowledge and ideas to
others
Graduates will apply knowledge
and skills to demonstrate
autonomy, judgement and
responsibility in self directed
contexts. The graduate is expected
to provide specialist advice and
undertake specialist functions
360 – 480
credits
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© Samoa Qualifications Authority 2013
Qualificati
on
Lev
el Knowledge Skill
Application of skill and
knowledge
Credit
Values
DIP
LO
MA
VI
Graduates will have broad
theoretical knowledge and deep
technical knowledge in a
specialised or broad area of work
and/or learning
Graduates will have a broad range
of skills to think, work and
communicate in order to analyse
information to complete a range of
activities and to find solutions to
unpredictable and complex
problems and to communicate
knowledge, skills and ideas to
others to help them solve problems
Graduates will apply knowledge
and skills in order to demonstrate
autonomy and judgement and take
defined responsibility in contexts
subject to change and to provide
specialist advice and carry out
specialist functions. At this level
the graduate provides leadership in
changing contexts and is able to
fully manage their own work
performance and/or learning
240 – 360
credits
V
Graduates will have specialised
technical and theoretical
knowledge in a specialised area
or a broad work field and/or
learning
Graduates will have a broad range
of skills to think, work and
communicate in order to analyse
and find solutions to predictable
and unpredictable problems and
situations and to communicate this
information to others.
Graduates will apply knowledge
and skills in order to demonstrate
autonomy, judgement in a defined
responsibility in known and
changing contexts and to manage
the work performance and/or
learning of others
120 – 240
credits
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© Samoa Qualifications Authority 2013
Qualificati
on
Lev
el Knowledge Skill
Application of skill and
knowledge
Credit
Values
CE
RT
IFIC
AT
E
IV
Graduates will have knowledge
of broad facts and practical and
theoretical knowledge related to
a specialised or broad area of
work and/or learning
Graduates will have a broad range
of skills to think, work and
communicate to select solutions
for known and unknown problems
and to apply a range of methods,
tools, materials and information to
complete a range of routine and
non routine tasks
Graduates will apply knowledge
and skills to demonstrate
autonomy and to make judgements
in both predictable and
unpredictable contexts. The
graduate will manage their own
learning and take some
responsibility for the work and
learning of others
120 – 240
credits
III
Graduates will have knowledge
of broad facts and practical and
theoretical knowledge related to
specialised or broad area of work
and/or learning
Graduates will have a broad range
of skills to think, work and
communicate to select and apply
solutions to familiar problems
using specialised range of
methods, tools, materials in work
and/or learning
Graduates will apply knowledge
and skills to make judgements
about problems under limited
supervision with some autonomy.
They will be mainly routine and
predictable and require
collaboration with others. The
graduate will take major
responsibility for their own
learning and performance
120 – 240
credits
II
Graduates will have knowledge
of basic facts or of operations
relevant to work in a defined
context and/or for learning
Graduates will have the skills to
think, work and communicate in
order to apply known processes
and known solutions to problems
that are familiar. Graduates will
have the skills to apply known
methods, tools and materials in
Graduates will apply knowledge
and skills in structured contexts
under general supervision in
collaboration with others 60 – 120
credits
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© Samoa Qualifications Authority 2013
Qualificati
on
Lev
el Knowledge Skill
Application of skill and
knowledge
Credit
Values
work or further learning
I
Graduates will have functional
knowledge of literacy and
numeracy and how to live, work
and study with other people to
live productively in their
community and enter work or
further study
Graduates will have the skills to
think, work and communicate on
routine tasks under direction and
supervision and to identify and
report on any routine problems
Graduates will apply knowledge
and skills in highly structured and
directed work, social or learning
contexts where interaction with
others follows routine patterns
40 – 120
credits
Page 165 of 184
ANNEX 3: SQF FIELDS AND SUBFIELDS
FIELD/CLASSIFICATION SUBFIELD CODE
NATURAL AND PHYSICAL SCIENCES NS
Mathematical Sciences Mathematics NS01
Statistics NS02
Mathematical Sciences not elsewhere classified NS91
Physics and Astronomy Physics NS03
Astronomy NS04
Chemical Sciences Organic Chemistry NS05
Inorganic Chemistry NS06
Chemical Sciences not elsewhere classified NS92
Earth Sciences Atmospheric Sciences NS07
Geology NS08
Geophysics NS09
Geochemistry NS10
Soil Science NS11
Hydrology NS12
Oceanography NS13
Earth Sciences not elsewhere classified NS93
Biological Sciences Biochemistry and Cell Biology NS14
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FIELD/CLASSIFICATION SUBFIELD CODE
Botany NS15
Ecology and Evolution NS16
Marine Science NS17
Genetics NS18
Microbiology NS19
Human Biology NS20
Zoology NS21
Neuroscience NS22
Biological Sciences not elsewhere classified NS94
Other Natural and
Physical Sciences
Medical Science NS23
Food Science and Biotechnology NS24
Pharmacology NS25
Laboratory Technology NS26
Natural and Physical Sciences not elsewhere classified NS95
FIELD/CLASSIFICATION SUBFIELD CODE
INFORMATION TECHNOLOGY IT
Computer Science Formal Language Theory IT01
Programming IT02
Computational Theory IT03
Compiler Construction IT04
Algorithms IT05
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Data Structures IT06
Networks and Communications IT07
Computer Graphics IT08
Operating Systems IT9
Artificial Intelligence IT10
Computer Science not elsewhere classified IT91
Information Systems Conceptual Modelling IT11
Database Management IT12
Systems Analysis and Design IT13
Decision Support Systems IT14
Information Systems not elsewhere classified IT92
Other Information
Technology
Security Science IT15
Information Technology not elsewhere classified IT93
FIELD/CLASSIFICATION SUBFIELD CODE
ENGINEERING AND RELATED TECHNOLOGIES ER
Manufacturing,
Engineering and
Technology
Manufacturing Engineering ER01
Printing ER02
Textile Making ER03
Garment Making ER04
Plastics Processing Technology ER05
Footwear Making ER06
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Wood Machining and Turning ER07
Cabinet Making ER08
Furniture Upholstery and Renovation ER09
Furniture Polishing ER10
Manufacturing Engineering and Technology not elsewhere
classified
ER91
Process and Resources
Engineering
Chemical Engineering ER11
Mining and Resources Engineering ER12
Wood Based Manufacturing ER13
Materials Engineering ER14
Ceramics, Industrial Glass and Rubber Manufacturing ER15
Food (excluding Seafood) Processing Technology ER16
Seafood Processing ER17
Process and Resources Engineering not elsewhere
classified
ER92
Automotive Engineering
and Technology
Automotive Engineering ER18
Vehicle Mechanics ER19
Automotive Electrics and Electronics ER20
Automotive Vehicle Refinishing ER21
Automotive Body Construction ER22
Panel Beating ER23
Upholstery and Vehicle Trimming ER24
Automotive Vehicle Operations ER25
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Automotive Engineering and Technology not elsewhere
classified
ER93
Mechanical and
Industrial Engineering
and Technology
Mechanical Engineering ER26
Industrial Engineering ER27
Toolmaking ER28
Metal Fitting, Turning and Machining ER29
Sheetmetal Working ER30
Boiler-making and Welding ER31
Metal Casting and Pattern Making ER32
Precision Metalworking ER33
Plant and Machine Operations ER34
Mechanical and Industrial Engineering & Technology not
elsewhere classified
ER94
Civil Engineering Construction Engineering ER35
Structural Engineering ER36
Building Services Engineering ER37
Water and Sanitary Engineering ER38
Transport Engineering ER39
Road Construction ER40
Geotechnical Engineering ER41
Ocean Engineering ER42
Civil Engineering not elsewhere classified ER95
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Geomatic Engineering Surveying ER43
Mapping Science ER44
Geomatic Engineering not elsewhere classified ER96
Electrical and Electronic
Engineering and
Technology
Electrical Engineering ER45
Electronic Engineering ER46
Computer Engineering ER47
Communications Technologies ER48
Communications Equipment Installation and Maintenance ER49
Power Line Installation and Maintenance ER50
Electrical Fitting, Electrical Mechanics ER51
Refrigeration, Heating and Air Conditioning ER52
Electronic Equipment Servicing ER53
Electrical and Electronic Engineering and Technology not
elsewhere classified
ER97
Aerospace Engineering
and Technology
Aerospace Engineering ER54
Aircraft Maintenance Engineering ER55
Aircraft Operation ER56
Air Traffic Control ER57
Aerospace Engineering and Technology not elsewhere
classified
ER98
Maritime Engineering
and Technology
Maritime Engineering ER58
Marine Construction ER59
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Marine Craft Operation ER60
Maritime Engineering and Technology not elsewhere
classified
ER99
Other Engineering and
Related Technologies
Environmental Engineering ER61
Orthotics and Prosthetics ER62
Biomedical Engineering ER63
Fire Technology and Rescue Services ER64
Rail Operations ER65
Cleaning ER66
Engineering and Related Technologies not elsewhere
classified
ER100
FIELD/CLASSIFICATION SUBFIELD CODE
ARCHITECTURE AND BUILDING AB
Architecture and Urban
Environment
Architecture AB01
Urban Design and Regional Planning AB02
Landscape Architecture AB03
Interior and Environmental Design AB04
Architecture and Urban Environment not elsewhere
classified
AB91
Building Building Science and Technology AB05
Building Construction Management AB06
Building Surveying (Inspection) AB07
Building Construction Economics (including Quantity AB08
Page 172 of 184
© Samoa Qualifications Authority 2013
Surveying)
Bricklaying and Stonemasonry AB09
Carpentry and Joinery AB10
Ceiling, Wall and Floor Fixing AB11
Roof Fixing AB12
Plastering AB13
Furnishing Installation AB14
Floor Coverings AB15
Glazing AB16
Painting, Decorating, Sign Writing and Other Finishes AB17
Plumbing, Gasfitting and Drainlaying AB18
Scaffolding and Rigging AB19
Building not elsewhere classified AB92
FIELD/CLASSIFICATION SUBFIELD CODE
AGRICULTURE, ENVIRONMENTAL & RELATED STUDIES AE
Agriculture Agricultural Science AE01
Wool and Fibre Science AE02
Beekeeping AE03
Animal Husbandry AE04
Crop Production AE05
Equine Trades AE06
Wool and Fibre Harvesting AE07
General Land Skills AE08
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Agriculture not elsewhere classified AE91
Horticulture and
Viticulture
Horticulture AE09
Viticulture AE10
Forestry Studies Forestry Studies AE11
Solid Wood Processing AE12
Fisheries Studies Aquaculture AE13
Seafood Harvesting (Fishing) AE14
Fisheries Studies not elsewhere classified AE92
Environmental Studies Land, Parks and Wildlife Management AE15
Environmental Studies not elsewhere classified AE93
Other Agriculture,
Environmental and
Related Studies
Pest and Weed Control AE16
Agriculture, Environmental and Related Studies not
elsewhere classified
AE94
FIELD/CLASSIFICATION SUBFIELD CODE
HEALTH HE
Medical Studies General Medicine HE01
Surgery HE02
Psychiatry HE03
Obstetrics and Gynaecology HE04
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Paediatrics HE05
Anaesthesiology HE06
Pathology HE07
Radiology HE08
Internal Medicine HE09
General Practice Medicine HE10
Medical Studies not elsewhere classified HE91
Nursing Nursing HE11
Midwifery HE12
Health Care Assistant HE13
Nursing not elsewhere classified HE90
Pharmacy Pharmacy HE14
Dental Studies Dentistry HE15
Dental Hygiene and Therapy HE16
Dental Technology HE17
Dental Studies not elsewhere classified HE93
Optical Science Optometry HE18
Optical Technology HE19
Optical Science not elsewhere classified HE94
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Veterinary Studies Veterinary Science HE20
Veterinary Assisting HE21
Veterinary Studies not elsewhere classified HE95
Public Health Occupational Health and Safety HE22
Environmental Health HE23
Health Education, Promotion, Counselling HE25
Community Health HE26
Epidemiology HE27
Public Health not elsewhere classified HE96
Radiography Medical Imaging Technology (Radiography) and Radiation
Therapy
HE28
Rehabilitation Therapies Physiotherapy HE29
Occupational Therapy HE30
Chiropractic and Osteopathy HE31
Speech Pathology HE32
Audiology HE33
Massage Therapy HE34
Podiatry HE35
Rehabilitation Therapies not elsewhere classified HE97
Complementary
Therapies
Naturopathy and Homeopathy HE36
Acupuncture HE37
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Traditional Chinese Medicine HE38
Complementary Therapies not elsewhere classified HE98
Other Health Nutrition and Dietetics HE39
Human Movement and Sports Science HE40
Paramedical Studies HE41
First Aid HE42
Health not elsewhere classified HE99
FIELD/CLASSIFICATION SUBFIELD CODE
07 EDUCATION ED
Teacher Education Teacher Education: Early Childhood (Pre-Service) ED01
Teacher Education: Primary (Pre-Service) ED02
Teacher Education: Secondary (Pre-Service) ED03
Teacher Education: Tertiary ED04
Teacher Education: General (Pre-Service) ED05
Teacher Education: Special Education ED06
English Language Teaching(ESOL/EFL) ED07
Bilingual Early Childhood Teacher Training (Pre-Service) ED09
Immersion Early Childhood Teacher Training (Pre-
Service)
ED10
Bilingual Primary Teacher Training (Pre-Service) ED11
Immersion Primary Teacher Training (Pre-Service) ED12
Bilingual Secondary Teacher Training (Pre-Service) ED13
Immersion Secondary Teacher Training (Pre-Service) ED14
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Teacher Professional Development ED15
Teacher Education not elsewhere classified ED91
Curriculum and
Education Studies
Curriculum Studies ED16
Education Studies ED17
Other Education Education not elsewhere classified ED92
FIELD/CLASSIFICATION SUBFIELD CODE
08 MANAGEMENT
AND COMMERCE
MC
Accountancy Accounting MC01
Accountancy not elsewhere classified MC91
Business and
Management
Business Management MC02
Human Resource Management MC03
Personal Management Training MC04
Organisation Management MC05
Industrial Relations MC06
International Business MC07
Education Administration MC08
Public and Health Care Administration MC09
Project Management MC10
Quality Management MC11
Hospitality Management MC12
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Racing and Gaming Management MC13
Farm Management and Agribusiness MC14
Tourism Management MC15
Business and Management not elsewhere classified MC92
Sales and Marketing Sales MC16
Real Estate MC17
Marketing MC18
Advertising MC19
Public Relations MC20
Sales and Marketing not elsewhere classified MC93
Tourism Tourism Studies MC21
Office Studies Secretarial and Office Studies MC22
Text Processing and Office Tools MC23
Office Studies not elsewhere classified MC94
Banking, Finance and
Related Fields
Banking and Finance MC24
Insurance and Actuarial Studies MC25
Investment and Securities MC26
Banking, Finance and Related Fields not elsewhere
classified
MC27
Other Management and Commerce MC28
Purchasing, Warehousing and Distribution MC29
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Valuation MC30
Management and Commerce not elsewhere classified MC95
FIELD/CLASSIFICATION SUBFIELD CODE
SOCIETY AND CULTURE SC
Political Science and
Policy Studies
Political Science SC01
Policy Studies SC02
Studies in Human
Society
Sociology SC03
Anthropology SC04
History SC05
Art History SC06
Archaeology SC07
Classics SC08
Human Geography SC09
Women’s Studies SC11
Studies in Human Society not elsewhere classified SC91
Human Welfare Studies
and Services
Social Work SC12
Children’s Services SC13
Nannying and Early Childhood Care SC14
Youth Work SC15
Support for the Older Person SC16
Care for People with Disabilities SC17
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Community Client Care SC18
Counselling SC19
Welfare Studies SC20
Human Welfare Studies and Services not elsewhere
classified
SC92
Behavioural Science Psychology SC21
Behavioural Science not elsewhere classified SC93
Law Business and Commercial Law SC22
Constitutional Law SC23
Criminal Law SC24
Family Law SC25
International Law SC26
Taxation Law SC27
Legal Practice SC28
Law not elsewhere classified SC94
Justice and Law
Enforcement
Justice Administration SC29
Legal Studies SC30
Police Studies SC31
Justice and Law Enforcement not elsewhere classified SC95
Librarianship,
Information
Management and
Librarianship and Information Management SC32
Curatorial Studies SC33
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© Samoa Qualifications Authority 2013
Curatorial Studies
Language and Literature English Language SC34
Foreign Languages SC36
English for Speakers of Other Languages SC37
Translating and Interpreting SC38
Linguistics SC39
Literature SC40
Language and Literature not elsewhere classified SC96
Philosophy and Religious
Studies
Philosophy SC41
Religious Studies SC42
Economics and
Econometrics
Economics SC43
Econometrics SC44
Sport and Recreation Sport and Recreation Activities SC45
Sports Coaching, Playing, Officiating and Instructing SC46
Sport and Recreation not elsewhere classified SC97
Other Society and
Culture
Community, Aiga, Family and Consumer Studies SC47
Cultural Studies SC48
Criminology SC49
Security Services SC50
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Society and Culture not elsewhere classified SC98
FIELD/CLASSIFICATION SUBFIELD CODE
CREATIVE ARTS CA
Performing Arts Music CA01
Drama and Theatre Studies CA02
Dance CA03
Performing Arts not elsewhere classified CA91
Visual Arts and Crafts Fine Arts CA05
Photography CA06
Crafts CA07
Jewellery Making CA09
Floristry CA10
Visual Arts and Crafts not elsewhere classified CA92
Graphic and Design
Studies
Graphic Arts and Design Studies CA11
Textile Design CA12
Fashion Design CA13
Graphic and Design Studies not elsewhere classified CA93
Communication and
Media Studies
Audio Visual Studies CA15
Journalism, Communication and Media Studies CA16
Written Communication CA17
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Verbal Communication CA18
Communication and Media Studies not elsewhere
classified
CA94
Other Creative Arts Creative Arts not elsewhere classified CA95
FIELD/CLASSIFICATION SUBFIELD CODE
FOOD, HOSPITALITY AND PERSONAL SERVICES FH
Food and Hospitality Hospitality FH01
Food and Beverage Service FH02
Butchery FH03
Baking and Pastry Making FH04
Cookery FH05
Food Hygiene FH06
Food and Hospitality not elsewhere classified FH91
Personal Services Beauty Therapy FH07
Hairdressing FH08
Personal Services not elsewhere classified FH92
FIELD/CLASSIFICATION SUBFIELD CODE
MIXED FIELDS MF
General Education
Programmes
General Primary and Secondary Education MF01
Literacy and Numeracy Programmes MF02
Learning Skills Programmes MF03
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General Education Programmes not elsewhere classified MF91
Social Skills Programmes Social and Interpersonal Skills Programmes MF04
Life Skills MF05
Family/Aiga Education MF06
Social Skills Programmes not elsewhere classified MF92
Employment Skills
Programmes
Career Development Programmes MF07
Job Search Skills Programmes MF08
Work Practices Programmes MF09
Employment Skills Programmes not elsewhere classified MF93
Other Mixed Field
Programmes
Mixed Field Programmes not elsewhere classified MF94
FIELD/CLASSIFICATION SUBFIELD CODE
TOMAI MA ILOA SAMOA TS
Faiva Alofilima Ie Samoa TS01
Fala Eseese TS02
Siapo TS03
Tufuga ma Fa’atufugaga Malofie TS04
Fale TS05
Vaa TS06