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Republic of the Philippines
DEPARTMENT OF ENERGY

DEPARTMENT CIRCULAR NO. 202022 - 03-0007 w

ADOPTION OF TRAINING REGULATIONS FOR THE CERTIFICATION OF
ENERGY CONSERVATION OFFICERS (ECOs)

WHEREAS, Section 2 of Republic Act No. (RA) 7638 or the “Department of Energy (DOE) Act
of 1992” states that it is the policy of the State to ensure a continuous, adequate, and economic
supply of energy through, among others, judicious conservation, renewal, and efficient
utilization of energy, to keep pace with the country's growth and economic development;

WHEREAS, Section 3 of RA 11285 or the “Energy Efficiency and Conservation Act” (EEC Act)
provides for the establishment of a framework for introducing and _institutionalizing
fundamental policies on energy efficiency and conservation, including the promotion of
efficient and judicious utilization of energy, increase in the utilization of energy efficiency and
renewable energy technologies, and the delineation of responsibilities among various
government agencies and private entities;

WHEREAS, Section 5(I) of the EEC Act directs the DOE to initiate and maintain collaborative
efforts with the business sector, particularly the commercial, industrial, transport, and power
sectors, to ensure compliance with the EEC Act and broaden and enhance their efficient and
judicious utilization of energy;

WHEREAS, Section 49 of Department Circular (DC) No. DC2019-11-0014 or the
“Implementing Rules and Regulations of the EEC Act” (EEC-IRR) provides for the
establishment of a system for the assessment and certification of ECOs and energy managers
by relevant agencies towards raising the professional standards of those engaged in energy
management;

WHEREAS, Sections 63 and 66 of the EEC-IRR classify Designated Establishments (DEs)
based on their respective energy consumption for the previous year and provide for their
obligations, which include, among others, conducting an energy audit, and employment of a
CECO and a Certified Energy Manager (CEM);

WHEREAS, Memorandum Circular No. MC2020-05-0001 (“Directing All Designated
Establishments Under Commercial, Industrial, and Transport Sectors to Submit Energy
Consumption Reports”) reiterates the obligations of DEs under the EEC-IRR to employ a
-CECO for Type 1 DEs and a CEM for Type 2 DEs, which may be chosen from within the
organization or hired through external recruitment;

WHEREAS, Section 12 of the EEC Act states that the CECO certification system shall be
developed by the DOE and the Technical Education and Skills Development Authority
(TESDA), which shall be based on an approved scope of practice, a set of competency
standards with a clear assessment and certification process, and a certification for the
determined competency undertaken by the prescribed governance structure and quality
assurance systems and aligned with the Philippine Qualifications Framework (PQF) and
applicable international standards;

Ea
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WHEREAS, the DOE and TESDA signed a Memorandum of Agreement on the development
of Training Regulations on the Energy Efficiency and Conservation National Competency and
Competency Assessment Tool on 5 June 2020;

WHEREAS, Department Circular No. DC2021-01-0001 prescribes the guidelines on the
qualifications, assessment, registration, and certification of ECOs, Energy Managers, and
Energy Auditors covering DEs under Memorandum Circular No. MC2020-05-0001; and

WHEREAS, the DOE conducted public consultations attended by various stakeholders on 22
December 2021 and 27 January 2022 to present the draft Department Circular and to
consolidate the inputs from stakeholders in Luzon, Visayas, and Mindanao.

NOW, THEREFORE, for and in consideration of the foregoing premises, the DOE hereby
orders the following:

Section 1. Title. This Department Circular shall be known as the “Adoption of Training
Regulations for the Certification of ECOs.”

Section 2. Scope and Coverage. This Department Circular shall cover the following:
a. Training Regulations (TR) for the Certification of ECOs;

b. Guidelines on the assessment, registration, certification, and recertification of
CECO; and

c. Supporting mechanisms to promote the development of undergraduate and
professional certificate programs on energy management to ensure the availability
of competencies and skills required to promote and achieve the country's
sustainable energy goals.

Section 3. Definition of Terms. As used in this Department Circular, the following terms shall
be understood to mean:

a. “Candidate” refers to a person applying as a Certified Energy Conservation Officer
(CECO).

b. “Certified Energy Conservation Officer (CECO)” refers to a professional who obtains °
a certification as a CECO after demonstrating high levels of experience,
competence, proficiency, and ethical fitness in the energy management profession,
and who shall be responsible for the supervision and maintenance of the facilities of
Type 1 designated establishments for the proper management of energy
consumption and such other functions deemed necessary for the efficient and
judicious utilization of energy under the EEC Act.

c. “Recognized Training Institutions (RTI)” refers to recognized entities who complied
with the requirements identified by TESDA. RTI are the only entities eligible to
conduct prescribed training programs for ECOs.

d. “Training Regulation (TR)” refers to the promulgated document that serves as the
basis for which the competency-based curriculum and instructional materials and
competency assessment tools are developed.

e. "Type 1 Designated Establishments” refers to a DE with an annual energy
consumption of 500,000 kilowatt-hours (kWh) to 4,000,000 kWh for the previous
year, or as may be adjusted by the DOE.

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f. “Type 2 Designated Establishments” refers to a DE with an annual energy
consumption of more than 4,000,000 kWh for the previous year, or as may be
adjusted by the DOE.

Section 4. Adoption of Training Regulations (TR). The Training Regulations for CECO,
developed by the DOE and its partner stakeholders, shall institutionalize the qualifications,
certification process, training content, and training requirements for the certification of qualified

ECOs.

Section 5. Recognition and Certification of Training Institutions. TESDA will certify
Training Institutions based on its rules and regulations on such certification and in coordination
with the DOE, without prejudice to the possible issuance of a separate circular on the same.

Section 6. Application for Certification. Upon completion of the prescribed TR, the
Candidate shall submit the following documents to the DOE:

a. Duly accomplished CECO Application Form (Annex A);
b. Endorsement letter from the head of the Type 1 Designated Establishment;

c. Certified True Copy of any academic credentials, and for graduates of K-12
Academic Track of Science, Technology, Engineering and Mathematics (STEM),
Transcript of Records and/or Diploma;

d. Sworn statement of the applicant in discharging functions of ECOs (Annex B); and

e. Proof of payment of One Thousand Pesos (PHP 1,000.00) for Application Fee for
Certification.

All documents shall be submitted to the identified platform of the DOE indicated in Annex C of
this Department Circular. Application for Certification shall follow the procedure stated in
Annex D of this Department Circular.

Section 7. Qualifications of CECO. As embodied in Section 50 of the EEC-IRR, the following
are the qualifications of a CECO:

a. Must have at least two (2) years of continuous hands-on experience in the
installation, operation, and maintenance of energy-consuming machines and
equipment in facilities with energy consumption for Type 1 Designated
Establishments, proof of which shall be submitted to the DOE; and

b. Must pass the certification examination and assessment of TESDA prescribed for
CECO.

As a continuing qualification, the CECO must undergo energy efficiency and conservation
seminars conducted by TESDA or any third-party institutions duly approved by TESDA.

Section 8. Responsibilities of CECO. All registered CECO shall observe the responsibilities
set forth in Section 5 of Department Circular No. DC2021-01-0001.

Section 9. Validity of Certification. The Certification shall be valid for three (3) years. After
which, recertification will be processed after submission of a Training Certificate from an RTI.
The recertification will be valid for the next three (3) years and continuing qualifications shall
still be based on the prevailing TR of the DOE at the time of application.

Section 10. Transitory Provisions for ECOs with Existing Certification. An ECO with an
existing certification from international and/or local organizations/bodies, such as the ASEAN

ee
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Center for Energy (ACE), shall apply for Certification and will be granted the initial Certification
valid for three (3) years: Provided That, all items in Section 6 of this Department Circular, must
be complied with. In lieu of the Certificate of Training Completion under Section 6 of this
Department Circular, the applicant must submit a Certificate of Completion, or a similar
Certification, together with the coursework from the international and/or local
organizations/bodies: Provided Further That, attendance on the existing certification from the
international and/or local organizations/bodies shall be on or before the effectivity of this
Department Circular.

Section 11. Recognized Training Institution and CECO Database. The TESDA shall
submit to the DOE the list of accredited training institutions. The DOE shall develop and
manage a centralized database of RTIs. Only those RTIs that are in the list will be allowed to
conduct training for Candidates. Likewise, only Registered CECOs will be recognized by the
DOE to supervise the requirements for compliance of Type 1 DEs.

Section 12. Fees, Scholarship, and Grants. TESDA, in coordination with the DOE, shall
devise training fees for CECO and provide scholarships in the interest of providing competent
EEC service in line with the TESDA Reform and Development Agenda.

The DOE may establish a support program chargeable to the National Energy Efficiency and
Conservation Program (NEECP) to provide support for select students. The DOE, through the
EUMB and in partnership with TESDA, shall issue appropriate issuances covering eligibility
and procedures for application.

Section 13. Recognition Program for Outstanding CECOs. Pursuant to Department Order
No. DO2021-09-0014 or the “Guidelines on Energy Efficiency Excellence (EEE) Awards’, the
DOE shall recognize outstanding CECOs who are responsible for the successful reduction of
energy consumption of the entity they are managing.

Section 14. Quality Assurance Review. The DOE in partnership with TESDA shall
periodically review, update, and issue necessary rules relative to the development and
adoption of TRs for CECO every three (3) years from the date of issuance or earlier as the
need arises.

Section 15. Transitory Provision. All pending applications at the time of the effectivity of this
Department Circular shall be governed by the same.

Section 16. Monitoring, Evaluation, and Review. To ensure continuous quality
improvements of the Certification, Accreditation, and Recognition procedures including those
under Section 14 of this Department Circular, the DOE, through the EUMB, will conduct annual
monitoring and evaluation of RT| and CECO. For this purpose, the EUMB shall issue
guidelines on the procedures for the review and adoption of improvements and rules in the
TRs, and the determination of the continuous hands-on experience in Section 7(a) of this
Department Circular: Provided That, the guidelines shall only be issued after public
consultation.

Section 17. Prohibited Acts and Imposition of Fines and Penalties. As provided under
Sections 11.1, 11.4, and 11.6 of DC2021-01-0001, after due process, the DOE may impose
fines and penalties under Section 12 of DC2021-01-0001.

Section 18. Amendment Clause. The DOE may revise, supplement, and/or issue related
guidelines, circulars, and other subsidiary issuances as it deems necessary for the effective
implementation of the various provisions of this Department Circular.

Section 19. Repealing Clause. The provisions of other circulars, orders, issuances, rules,
and regulations, which are inconsistent with the provisions of this Department Circular, are
hereby repealed, amended, modified, or superseded accordingly.

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Section 20. Separability Clause. If for any reason, any section or provision of this
Department Circular is declared unconstitutional or invalid, such parts not affected shall
remain in full force and effect.

Section 21. Effectivity. This Department Circular shall take effect immediately following its
publication in at least two (2) newspapers of general circulation. A copy of this Department
Circular shall be filed with the University of the Philippines Law Center - Office of the National

Administrative Register.

ONS . CUSI
cretary i

Issued at Energy Center, Bonifacio Global City, Taguig City.

af. 3 Republic of the Philippines
aye DEPARTMENT OF ENERGY
Cr Sell 18 REPLYING PLS. crTe:

220009.

mA

MAR 17 2022

ee eT
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Doc Ref No.: EUMB-EPMPD-CECO
PRevsonnes fO

1 of 2

EUMB - EPMPD
Quality Management System

CECO APPLICATION FORM
(ANNEX A)

Page No.:

CHECKLIST FOR CERTIFIED ENERGY CONSERVATION OFFICER APPLICANT

[1 One (1) Original copy of Letter of Endorsement from the head of the Type 1 Designated Establishment;

[J One (1) Certified True Copy of any academic credentials and for graduates of K-12 Academic Track of Science,
Technology, Engineering and Mathematics (STEM), Transcript of Records and/or Diploma;

[C1 One (1) Original Copy of Sworn statement of the applicant in discharging functions of Energy Conservation Officer

(Annex B); and
[1 One (1) Copy of Proof of payment of One Thousand Pesos (PHP 1,000.00) for Application Fee for Certification

[] One (1) Copy of specialized and/or refresher training from Recognized Training Institution (RTI) *

*Additional for renewal application

Type of Application ; [| New [ Renewal

DOE CECO APPLICATION FORM

GENERAL INFORMATION
Name

Sumame First Name Middle Name
Address
TIN No.

Contact number
E-mail address

Birth date :
Birthplace i
Highest Educational
Attainment :
PRC ID No (if any)

Work Experience

Name of Company

(Continue on a separate sheet if necessary)

Reproduction of this Document is not allowed, unless approved by the DOE-EUMB Office of the Director
rT
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_ EUMB - EPMPD
Quality Management System

CECO APPLICATION FORM
(ANNEX A)

Seminar/Training Program Attended *

In Bet seller alla Inclusive Dates Number | Conducted/Sponsored
{Welt tn fut) _ in full _—— of Hours a (Write in full)
———
QQ
DR
GO QO

(Continue on a separate sheet if necessary)
Reference/s (Provide three (3) non-relative persons.)
Assurances:

By signing this application form and this set of assurances, | hereby acknowledge the following
conditions of the Energy Utilization Management Bureau (EUMB)/Energy Efficiency and
Conservation Program Management and Technology Promotion Division (EPMPD) and agree
to abide by them if this application is accredited.

1. | agree to submit complete registration/certification requirement documents and to
abide by the accreditation criteria for CECO.

2. | hereby authorized the EPMPD of DOE to make direct inquiries to any person, firm,
or organization named in the application to verify the information submitted herein.

3. | further agree that if we provide false or misleading information on our application form
or otherwise fail to demonstrate that we have sufficient experience or qualifications to
perform as CECO, the EPMPD has the right to suspend without prior notice my
accreditation from the Registration.

4. |, the undersigned, hereby apply for the registration/certification with EPMPD and
certify that, to the best of my knowledge, the particulars given in this application and
all accompanying documents/information are true and correct.

NAME
SIGNATURE :
DATE

Reproduction of this Document is not allowed, unless approved by the DOE-EUMB Office of the Director

Doc Ref No.: EUMB-EPMPD-CECO
PRevionnos [oi

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EUMB - EPMPD
Quality Management System

SWORN STATEMENT
(ANNEX B)

, of legal age, single/married, Filipino, with

residence and postal address at

after having been duly sworn to in accordance with law, hereby depose and state that:

1. That | worked for
asa from

up to , as evidence
thereof | have hereto attached a copy of my Employment Certificate
issued by said company dated as Annex “A”

and my detailed duties and responsibilities as Annex “B”;

. That, | am executing this Sworn Statement to attest to the truth of the

foregoing statement and for my application for Certified Energy
Conservation Officer (CECO) with the Department of Energy (DOE),
Energy Utilization Management Bureau (EUMB) and undertaking
under pain of administrative, criminal, and civil liabilities, and for
whatever legal purpose it may serve.

IN WITNESS WHEREOF, | am affixing my signature this day of
20. _in .
Candidate

Reproduction of this Document is not allowed, unless approved by the DOE-EUMB Office of the Director

Doc Ref No.: EUMB-EPMPD-CECO
FRevsonno: fo

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EUMB - EPMPD
Quality Management System

SUBMISSION GUIDELINES
(ANNEX C)

Effective Date:

SUBMISSION GUIDELINES

The documents pertaining to the application of CEA to the DOE can be accessed through
(https://bit.lyIDOE DConCECO)

All applications, together with the required documents, should be submitted through e-mail
certifiedeco@doe.gov.ph. Please take note that submissions made through other e-mail
addresses will not be deemed official by the DOE.

For further guidance, the following documents should be included in the e-mail of the applicant:

1.

One (1) Original copy of Letter of Endorsement from the head of the Type 1 Designated

Establishment
(PDF File, File Name: “CECO_Last Name_Endorsement.pdf’)

One (1) Certified True Copy of any academic credentials and for graduates of K-12
Academic Track of Science, Technology, Engineering and Mathematics (STEM),
Transcript of Records and/or Diploma

(PDF File, File Name: “CECO_Last Name_Credentials. pdf’)

One (1) Original copy of Sworn statement of the applicant in discharging functions of
Energy Conservation Officer (Annex B)
(PDF File, File Name: “CECO_Last Name_SwornStatement.pdf’)

One (1) Copy of Proof of payment of One Thousand Pesos (PHP 1,000.00) for
Application Fee for Certification
(PDF File, File Name: “CECO_Last Name _Payment.pdf’)

One (1) Copy of Seminar/Training Programs attended
(PDF File, File Name: “CECO_Last Name _ Training. pdf’)

Doc Ref No.: EUMB-EPMPD-CECO
FRevsonno: fo

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7
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Doc Ref No.: EUMB-EPMPD-CECO
Presonnos —[@

a

The Application E-Mail should at least include the following contents:

EUMB - EPMPD
Quality Management System

SUBMISSION GUIDELINES
(ANNEX C)

<Date>

DIRECTOR

Energy Utilization Management Bureau (EUMB)
Department of Energy (DOE)

Energy Center, Rizal Drive

Bonifacio Global City, Taguig

Subject: <Last Name> - CECO Application (e.g., Dela Cruz -— CECO Application)
Dear Director:

Good day!

| am <Last Name, First Name> from <Affiliation> is hereby submitting my application for the
Certification as an Energy Conservation Officer. The following documents are attached to this
email for your reference:

1. Original copy of Letter of Endorsement from the head of the Type 1 Designated
Establishment

2. Certified True Copy of any academic credentials and for graduates of K-12
Academic Track of Science, Technology, Engineering and Mathematics (STEM),
Transcript of Records and/or Diploma

3. Original copy of Sworn statement of the applicant in discharging functions of
Energy Conservation Officer (Annex B)

4. Copy of Proof of payment of One Thousand Pesos (PHP 1,000.00) for Application
Fee for Certification

5. Copy of Seminar/Training Programs attended

For your Reference.
Thank you.
<Name of Applicant>

<Affiliation/Office/Company>
<Contact Details>

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Doc Ref No.: EUMB-EPMPD-CECO
Feisinnes [ed

Penne iw

EUMB - EPMPD
Quality Management System

CECO EVALUATION FLOWCHART
(ANNEX D)

Submission of Required

Re-su | Resubmit es
Documents to DOE

1 day
a
Notify Applicant
| Yes
Payment of P 1,000.00 for the
Processing of the Application 1 day
Make Corrective Technical Evaluation of the
Documents Submitted 4 days
No
— Complete?
Notify Applicant
| Yes
Issuance of Certificate for Certified
Energy Conservation Officer 1 day
* Legend: 7 days
CC) - Applicant
[ - DOE Note: Unless specified, days here
pertains to working days.
<> - Decision

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=== dc2022-03-0007-pages-012.ppm ===
TRAINING REGULATIONS
ee ae ora

ENERGY EFFICIENCY AND
CONSERVATION NC Ill

ag ee to = Saat i. 2 ag
PIS TiTuTiON Sages sey

UTILITIES (ENERGY) SECTOR

TECHNICAL EDUCATION AND SKILLS DEVELOPMENT AUTHORITY
East Service Road, South Luzon Expressway (SLEX), Taguig City, Metro Manila
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Technical Education and Skills Development Act of 1994
(Republic Act No. 7796)

Section 22, “Establishment and Administration of the National Trade
Skills Standards” of the RA 7796 known as the TESDA Act mandates
TESDA to establish national occupational skills standards. The
Authority shall develop and implement a_ certification and
accreditation program in which private industry group and trade
associations are accredited to conduct approved trade tests, and the
local government units to promote such trade testing activities in
their respective areas in accordance with the guidelines to be set by
the Authority.

@ 2021 by Technical Education and Skills Development Authority

All rights reserved. Any part of this publication may be used and reproduced, provided proper
acknowledgement is made.
=== dc2022-03-0007-pages-014.ppm ===
The Training Regulations (TR) serve as basis for the:

1. Registration and delivery of training programs.
2. Development of curriculum and assessment instruments; and
3. Competency assessment and certification

Each TR has four sections:

Section 1

Section 2

Section 3

Section 4

Definition of Qualification describes the qualification and defines
the competencies that comprise the qualification.

Competency Standards gives the specifications of competencies
required for effective work performance.

Training Arrangements contains information and requirements in
designing training program for certain qualification. It includes
curriculum design; training delivery; trainee entry requirements;
tools, equipment, and materials; training facilities; trainer's
qualification; and institutional assessment.

Assessment and Certification Arrangements describes the
policies governing assessment and certification procedures.
=== dc2022-03-0007-pages-015.ppm ===
TABLE OF CONTENTS

UTILITIES (ENERGY/POWER) SECTOR
ENERGY EFFICIENCY AND CONSERVATION

NATIONAL CERTIFICATE LEVEL Ill

Page No.
SECTION 1 ENERGY EFFICIENCY AND CONSERVATION 1
NC Ill QUALIFICATIONS
SECTION 2 COMPETENCY STANDARDS 2-73
o Basic Competencies 2-32
o Common Competencies 33 — 50
o Core Competencies 51-73
SECTION 3 TRAINING ARRANGEMENTS 74 — 103
3.1 Curriculum Design 74
o Basic Competencies 75 — 86
o Common Competencies 87 — 94
o Core Competencies 95 — 103
3.2 Training Delivery 104-105
3.3 Trainee Entry Requirements 105
3.4 List of Tools, Equipment and Materials 106
3.5 Training Facilities 107
3.6 Trainers Qualification 107
3.7 Institutional Assessment 107
SECTION 4 ASSESSMENT AND CERTIFICATION 108 — 109
ARRANGEMENTS
COMPETENCY MAP 110-112
GLOSSARY OF TERMS 113-119
REFERENCES 120
ACKNOWLEDGEMENT 121-122
DOCUMENT REVISION HISTORY 123
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TRAINING REGULATIONS FOR ENERGY EFFICIENCY AND CONSERVATION NC Iil

Section 1

ENERGY EFFICIENCY AND CONSERVATION NC III QUALIFICATION

The Energy Efficiency and Conservation NC III Qualification consist of competencies that
a person must achieve to enable him/her to demonstrate competence, proficiency, and ethical
fitness in energy management specifically for the supervision and maintenance of the facilities
of Type 1 designated establishments in the proper management of energy consumption of
facilities, equipment and devices for efficient and judicious utilization of energy and its
continual improvement of energy performance.

This Qualification is packaged from the competency map of the energy industry sector as

shown in Annex A.

The units of competency comprising this qualification include the following:

Code BASIC COMPETENCIES

400311210 Lead workplace communication

400311211 Lead small teams

400311212 Apply critical thinking and problem-solving techniques in the workplace

400311213 Work in a diverse environment

400311214 Propose methods of applying learning and innovation in the
organization

400311215 Use information systematically

400311216 Evaluate occupational safety and health work practices

400311217 Evaluate environmental work practices

400311218 Facilitate entrepreneurial skills for micro-small-medium enterprises
(MSMEs)

Code COMMON COMPETENCIES

UTL311208 Apply energy management system (EnMS) standards

UTL311206 Comply with environmental protection and safety procedures

UTL311205 Operate and maintain tools and equipment

UTL311201 Observe procedures, specifications, and manuals of instruction

UTL311207 Perform computer operations

Code CORE COMPETENCIES

UTL741323 Manage energy consumption of facilities, equipment, and devices

UTL741324 Plan and support the implementation of regular energy audit

UTL741325 Perform energy consumption monitoring and control

UTL741326 Carry out implementation and improvement of energy efficiency
measures

UTL741327 Coordinate inventories and purchasing/sourcing of energy efficient
equipment, devices, or services

UTL741328 Install, operate, and maintain energy-consuming machines,

equipment, and services in facilities

A person who has achieved this Qualification is competent to be:

e Energy Conservation Officer

a

TR — Certified Energy Conservation Officer (CECO) Page 1 of 124
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SECTION 2:

COMPETENCY STANDARDS

This section gives the details of the contents of the basic, common, and core units of
competency required for Energy Efficiency and Conservation NC III.

UNIT OF COMPETENCY

UNIT CODE

UNIT DESCRIPTOR

ELEMENT

1. Communicate

information
about
workplace
processes

BASIC COMPETENCIES

400311319

LEAD WORKPLACE COMMUNICATION

This unit covers the knowledge, skills and attitudes
required to lead in the dissemination and discussion of
ideas, information, and issues in the workplace.

PERFORMANCE
CRITERIA
Italicized terms are
elaborated in the Range
of Variables
Relevant communication
method is selected based
on workplace procedures
Multiple operations
Involving several
topics/areas are
communicated _ following
enterprise requirements
Questioning is applied to
gain extra information
Relevant sources’ of

information are identified
in accordance’ with
workplace/ client
requirements

Information is selected and

organized following
enterprise procedures
Verbal and written
reporting is undertaken
when required
Communication and
negotiation skills are
applied and maintained in
all relevant situations

REQUIRED
KNOWLEDGE

Organization
requirements
for written and
electronic
communication
methods
Effective verbal
communication
methods
Business writing
Workplace
etiquette

REQUIRED
SKILLS

Organizing
information
Conveying
intended
meaning
Participating in
a variety of
workplace
discussions
Complying with
organization
requirements
for the use of
written and
electronic
communication
methods
Effective
business writing
Effective
clarifying and
probing skills
Effective
questioning
techniques
(clarifying and
probing

ee

TR — Certified Energy Conservation Officer (CECO)

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2. Lead e Response to workplace | e Organization Organizing
workplace issues is sought following | requirements information
discussions enterprise procedures for written and | e Conveying

e Response to workplace electronic intended
issues is provided | communication meaning
immediately methods e Participating in

e Constructive contributions | ¢ Effective verbal variety of
are made to workplace} communication workplace
discussions on_ such methods discussions
issues as production, | « Workplace e Complying with
quality, and safety etiquette organization

requirements
for the use of
written and
electronic
communication
methods
Effective
clarifying and
probing skills
Organizing

e Goals/objectives and
action plans undertaken in
the workplace are
communicated promptly

3. Identify and Issues and problems are | e Organization

communicate identified as they arise requirements information
issues arising | e Information regarding for written and} e Conveying
in the | problems and issues are} electronic intended
workplace organized coherently to communication meaning
ensure clear and effective methods e Participating in
communication e Effective verbal| a _ variety of
e Dialogue is initiated with communication workplace
appropriate personnel methods discussions
e Communication problems | « Workplace e Complying with
and issues are raised as etiquette organization

they arise e Communication requirements

e Identify barriers in problems and for the use of
communication to be issues written and
addressed appropriately e Barriers in electronic

communication
methods
Effective
clarifying and
probing skills
Identifying
issues
Negotiation and
communication
skills

communication

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RANGE OF VARIABLES

VARIABLE

1. Methods of communication y include:
Non-verbal gestures
Verbal
Face-to-face
Two-way radio

Speaking to groups
Using telephone
Written
.8 Internet

2. Workplace discussions y include:
Coordination meetings
Toolbox discussion
Peer-to-peer discussion

EVIDENCE GUIDE

Assessment requires evidence that the candidate:
1.1. Dealt with a range of communication/information

1.Critical aspects of Competency

at one time

1.2 Demonstrated leadership skills in workplace
communication

1.3 Made constructive contributions in workplace
issues

Sought workplace issues effectively

Responded to workplace issues promptly
Presented information clearly and effectively
written form

Used appropriate sources of information

Asked appropriate questions
Provided accurate information
The following resources should be provided:
2.1. Variety of Information

2.2 Communication tools

2.3 Simulated workplace
Competency in this unit must be assessed through
3.1 Case problem

3.2 Third-party report

3.3 Portfolio

3.4 Interview

3.5 Demonstration/Role-playing

4.1 Competency may be assessed in the workplace
or in simulated workplace environment

a a
ooh

=X ad oa
oon

2. Resource Implications

3 Methods of Assessment

4 Context for Assessment

a

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UNIT OF COMPETENCY

UNIT CODE

UNIT DESCRIPTOR

ELEMENT

1. Provide team

leadership

2. Assign

responsibilities

400311320

LEAD SMALL TEAMS

This unit covers the knowledge, skills, and attitudes to
lead small teams including setting, maintaining, and
monitoring team and individual performance standards.

PERFORMANCE
CRITERIA
Italicized terms are
elaborated in the Range
of Variables
Work requirements are
identified and presented to
team members based on
company policies and
procedures
Reasons for instructions
and requirements are
communicated to team
members based on
company policies and
procedures
Team members’ queries
and concerns are
recognized, discussed,
and dealt with based on
company practices

Responsibilities are
allocated having regard to
the skills, knowledge and

aptitude required to
undertake the assigned
task based on company
policies.

Duties are allocated
having regard to individual
preference, domestic and
personal considerations,
whenever possible

REQUIRED
KNOWLEDGE

Facilitation of
Teamwork
Company
policies and
procedures
relating to work
performance
Performance
standards and
expectations
Monitoring
individual’s and
team’s
performance vis
a vis client’s and
group's
expectations

e Work plan and
Procedures
e Work

requirements
and targets
Individual and
group
expectations
and
assignments
Ways to
improve group
leadership and
membership

REQUIRED
SKILLS

Communication
skills required
for leading
teams

Group
facilitation skills
Negotiating
skills

Setting
Performance
expectation

Communication
skills
Management
skills
Negotiating
skills

e Evaluation skills

Identifying team
member's
strengths and
rooms for
improvement

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