=== dc2022-03-0007-pages-081.ppm === UNIT OF COMPETENCY COORDINATE INVENTORIES AND PURCHASING/ SOURCING OF ENERGY EFFICIENT EQUIPMENT, DEVICES OR SERVICES UNIT CODE UTL741327 UNIT DESCRIPTOR This unit covers the outcomes required to carry out inventories and purchasing/sourcing of energy efficient equipment, devices, or services. The unit includes competencies in maintaining inventory records of energy equipment/devices, preparing purchase requisition/orders, and performing delivery acceptance ELEMENT . Maintain inventory records of energy equipment/ devices . Prepare purchase requisition/ orders OO of orders. PERFORMANCE CRITERIA (Italicized terms are elaborated in the range of variables Relevant inventory system is used effectively in carrying out inventory function.* Applicable software or system is used as per task requirement Inventory records are matched with the actual physical count.* Specifications and terms of reference are checked for completeness and appropriateness for end use or purpose.* Proposals are evaluated based on life cycle cost and equipment efficiency.* TR — Certified Energy Conservation Officer (CECO) REQUIRED KNOWLEDGE Communication techniques Knowledge on operating instructions Knowledge on software and hardware system Inventory management, tracking and record monitoring systems/ techniques Record of machineries/ equipment supplier information Specification for items being purchased Conduct of technical evaluation of vendor proposal Lifecycle costing Recording or Log in Techniques Tracking and Record REQUIRED SKILLS Applying relevant technology Communicating skills Using software application skills Maintaining complete records Tracking expiry dates of products (chemicals) and warranty coverage Ability to coordinate with suppliers Analytical skills Familiarity with Tracking Systems Ability to coordinate with suppliers Page 66 of 124 === dc2022-03-0007-pages-082.ppm === 3. Perform delivery acceptance of orders e Delivered item are tested and evaluated based on specifications and standards and terms of reference of the purchase order.* All purchases are tracked against warranty and expiry dates. * * Critical Aspects of Competency RANGE OF VARIABLES VARIABLE 1. Inventory System Monitoring Systems/ techniques Record of machineries/ equipment supplier information Specifications and terms of reference of the items Familiarity of purchase order and contract conditions Identification and labeling of the equipment Preparation of Records Identification and labeling of the equipment Records and log ins’ of Purchases Warranty cards and information Inventory system may include: 1.1. Records and log ins of Purchases, installations, and warehouse inventory count Warranty and guarantee cards and information Materials safety and data sheet Contact Persons of the supplier Reading and writing skills Skill in recognizing and detecting defects of units delivered Attention to details Familiarity of the areas where energy consuming devices are located Familiarity of Users and Suppliers al TR — Certified Energy Conservation Officer (CECO) Page 67 of 124 === dc2022-03-0007-pages-083.ppm === EVIDENCE GUIDE 1. Critical aspects of competency Assessment requires evidence that the candidate: 1.1 Maintained inventory records of energy equipment/ devices 4.1.1 Used relevant inventory system effectively in carrying out inventory function 4.2.1. Matched inventory records with the actual physical count 4.2 Prepared purchase requisition/ Orders 1.2.1. Checked specifications and terms of reference for completeness and appropriateness for end use or purpose 1.2.2 Evaluated proposals based on life cycle cost and equipment efficiency 1.3. Performed delivery acceptance of orders 1.3.1 Tested and evaluated delivered item based on specifications and standards and terms of reference of the purchase order 4.3.2 Tracked all purchases against warranty and expiry dates The following resources should be provided: 2.1 Appropriate energy measuring equipment, or any similar framework 2.2 Applicable PPE 2.3 Appropriate resources 2.4 Workplace / assessment location 2.5 Legislation, policies, procedures, protocol, and local ordinances relating to energy utilization. Competency in this unit may be assessed through: 3.1 Demonstration/Observation with oral questioning Written test Portfolio Competency maybe assessed in actual workplace or at the designated TESDA Accredited Assessment Center. 2 Resource implications 3 Method of assessment 4 Context of assessment $$ OO TR —Certified Energy Conservation Officer (CECO) Page 68 of 124 === dc2022-03-0007-pages-084.ppm === UNIT OF COMPETENCY: INSTALL, OPERATE AND MAINTAIN ENERGY- CONSUMIN MACHINES, EQUIPMENT, AND SERVICES IN FACILITIES. UNIT CODE : UTL741328 UNIT DESCRIPTOR : This unit covers the outcomes required to carry out installation, operation and maintenance of energy- consuming machines and equipment in facilities. This involves working with a team. The scope of this unit covers taking into account all equipment and devices used. PERFORMANCE CRITERIA ELEMENT | (Italicized Boldterms are | REQUIRED = | = RETIRED elaborated in the range of variables 1. Plan and Instructions for the Awareness on Planning skills prepare for installation and work energy Coordination installation activities are equipment and and teamwork work communicated and devices and its Communication confirmed to ensure clear functions and skills understanding based on specifications Identifying manufacturers and Communication relevant energy engineering requirements techniques technology on Tools, equipment, and Health and} job PPE needed in specific safety Skill in using work are identified and procedures on hand tools and checked to ensure the transport, power tools to work correctly as intended handling, do assembly. and are safe to use in installation of Skill in accordance with equipment determining _ if established procedures. * Installation all electrical Materials and work manual connections are methodology needed for Company policy within installation work are in relation to standards and obtained in accordance relevant regulations with established | technology requirements procedures. * Machineries/ installation teams are equipment and identified for actual their application installation Other related documents and information needed for installation 2. Install energy- Energy consuming Communication Applying consuming machines and equipment techniques relevant machines and are installed following Health and technology equipment in standard installation safety Communicating facilities. guides and_ reference procedures on|_ skills materials. * transport, handling TR — Certified Energy Conservation Officer (CECO) Page 69 of 124 === dc2022-03-0007-pages-085.ppm === installation of | « Using software e Relevant process, systems and technology equipment application needed in the installation | « Installation skills is used effectively in manual e Technical skills for installation work (electrical, e Other related documents and carrying out the installation function. * e Software and hardware information mechanical, are used as applicable needed for civil, etc.) e Energy consuming installation e Use of machines and equipment | e Knowledge on Installation are tested and Operating Manuals commissioned _ following instructions e Interpretation standards. * e Understanding skills of e Management concepts are software and drawings on observed and_ practiced hardware manuals per established energy system efficiency and conservation (EEC) practices Final checks are made to 2. Notify Use of turnover Use of completion of ensure the _ installation Checklists Installation installation work conforms to | e Health and Manuals work instructions and safety e Coordination requirements. * procedures on skills e Supervisor is notified upon transport, e Inventory of completion of work. * handling, equipment, e All relevant documents installation of tools, and parts are turned’ over to equipment on and off job concerned parties including sites. e Tools, equipment and any | storage and | e Maintain a surplus resources and| disposal clean, materials are, where | e Installation organized appropriate, cleaned, manual environment at checked, and returned to | e Familiarity with the job site required tools e Preparation of a log sheet for all equipment users. Documentation of all necessary procedures and steps to guide users e Other related documents and information needed for installation, operation, maintenance, and troubleshooting storage in accordance with established procedures e Work area is cleaned and made safe a TR — Certified Energy Conservation Officer (CECO) Page 70 of 124 === dc2022-03-0007-pages-086.ppm === 4. Operate and|e Safety policies | and|e Awareness on/| e Performing maintain procedures are followed in EEC technology basic energy- accordance with OSH and and its function troubleshooting consuming enterprise procedures. * e Operation and and repair skills machines and | e Materials, tools, maintenance e Performing equipment in| equipment, testing devices | procedures preventive facilities and PPE needed are | « Repair and| maintenance prepared for the maintenance e Identifying maintenance work procedure failures or requirements. * e Health and defects e Potential hazards are safety e Communication identified for prevention procedure skills and control measures are | e Upgrading of | e Applying selected in accordance] technology corrective with the work plan and site | e Organizational maintenance. procedures e Operation and set-up/workflow Incident maintenance of energy management consuming equipment is and disaster performed in accordance management with applicable standards and policies on operation and maintenance. * e Work instructions are prepared according to machine’s manual and established enterprise procedures Concerned department/ personnel are informed on the schedule of work according to standard operating procedure Availability of maintenance records are prepared in accordance with established procedure. * * Critical Aspects of Competency TR — Certified Energy Conservation Officer (CECO) Page 71 of 124 === dc2022-03-0007-pages-087.ppm === RANGE OF VARIABLES VARIABLE 1. relevant documents y include: MSDS, installation guide, operating manual, warranty, guarantee, 2. Reference materials Operation Manual Equipment Manual Installation Procedures Preventive Maintenance Manual Safety and handling procedures of equi EVIDENCE GUIDE Assessment requires evidence that the candidate: 1.1. Planned and prepared for installation work 1.1.1 Identified and checked tools, equipment and PPE needed in specific work to ensure the work correctly as intended and are safe to use in accordance with established procedures 1.1.2 Obtained materials and work methodology needed for installation work in accordance with established procedures 1.2 Installed energy-consuming machines and equipment in facilities are tested and operates properly 1.2.1 Installed energy consuming machines and equipment following standard installation guides and _ reference materials 1.2.2 Used relevant process, systems and technology needed in the installation effectively in carrying out the installation function 1.2.3. Tested and commissioned energy consuming machines and equipment following standards 1.4 Notified completion of installation work 1.3.1 Made final checks to ensure the installation work conforms to instructions and requirements 1.3.2 Notified supervisor upon completion of work 1.4 Operated and maintained energy-consuming machines and equipment in facilities 1. Critical aspects of competency a TR — Certified Energy Conservation Officer (CECO) Page 72 of 124 === dc2022-03-0007-pages-088.ppm === 1.4.1 Safety policies and procedures are followed in accordance with OSH and enterprise procedures 1.4.2 Prepared materials, tools, equipment, testing devices and PPE needed for the maintenance work requirements 1.4.3. Performed operation and maintenance of energy consuming equipment in accordance with applicable standards and policies on operation and maintenance 1.4.4 Prepared availability of maintenance records in accordance with established procedure The following resources should be provided: 2.1 Appropriate energy measuring equipment 2.2 Applicable PPE 2.3 Appropriate installation, | operation, and maintenance tools 2.4 Workplace or assessment area Competency in this unit may be assessed through: 3.1 Demonstration/Observation with oral questioning 3.2 Written test 3.3 Portfolio 4. Context of assessment 4.1 Competency maybe assessed in actual workplace or at the designated TESDA Accredited Assessment Center. 2. Resource Implications 3. Method of assessment a TR — Certified Energy Conservation Officer (CECO) Page 73 of 124 === dc2022-03-0007-pages-089.ppm === SECTION 3. TRAINING ARRANGEMENTS These standards are set to provide technical and vocational education and training (TVET) providers with information and other important requirements to consider when designing training programs for Energy Efficiency and Conservation NC Ill. 3.1. CURRICULUM DESIGN TESDA shall provide the training on the development of competency-based curricula to enable training providers develop their own curricula with the components mentioned below. Delivery of knowledge requirements for the basic, common and core units of competency specifically in the areas of mathematics, science/technology, communication/language, and other academic subjects shall be contextualized. To this end, TVET providers shall develop a Contextual Learning Matrix (CLM) to include green technology, issues on health and drugs and catering to persons with disabilities (PWD’s) to accompany their curricula. Course Title: Energy Efficiency and Conservation PQF Level: NC Ill Nominal Training Duration: AO hrs. — Basic Competencies 44 hrs. - Common Competencies 40 hrs. — Core Competencies 124 hrs. — Total + 480 hrs. — Supervised Industry Learning (SIL) 604 hrs. — Total training duration * SIL can be delivered thru Dual Training System (DTS)/Dualized Training Program (DTP) or Enterprise-based Training Note: Trainees who are employed workers may request the SIL to be done in their own company upon approval of the training provider Course Description: This course is designed to provide the learner with knowledge, practical skills and attitude, applicable in performing work activities involve in managing energy consumption of facilities, equipment and devices, planning and supporting the implementation of regular energy audit, performing energy consumption monitoring and control, carrying out implementation and improvement of energy efficiency measures, coordinating inventories and purchasing/sourcing of energy efficient equipment or devices, and installing, operating and maintaining energy-consuming machines and equipment in facilities. Upon completion of the course, the learners are expected to demonstrate the above- mentioned competencies to be employed. To obtain this, all units prescribed for this qualification must be achieved. ee TR — Certified Energy Conservation Officer (CECO) Page 74 of 124 === dc2022-03-0007-pages-090.ppm === BASIC COMPETENCIES (40 hours) Unit of Learning ‘ — Assessment Nominal Competency Learning Activities Methodology Approach 1. Lead workplace | ¢ Communicate | * Read e Lecture e Written Test 2 Hours communication information o Effective verbal communication | e Demonstration | e Observation about methods e Practical workplace o Sources of information — exercises processes e Practice organizing information e Role Play eldentify organization requirements for written and electronic communication methods e Follow organization requirements for the use of written and_ electronic communication methods e Perform exercises on understanding and conveying intended meaning scenario Lead e Describe: e Group e Oral evaluation 2 Hours workplace o Organizational policy on| discussion e Written Test discussions production, quality, and safety e Lecture e Observation ig TR — Certified Energy Conservation Officer (CECO) Page 75 of 124 o Goals/ objectives and action plan | e« Demonstration setting e Read o Effective verbal communication methods ePrepare/set action plans based on organizational goals and objectives e Describe: o Organizational policy in dealing with issues and problems e Oral evaluation e Written Test e Group discussion e Lecture e Identify and communicate issues arising in the | * Read workplace o Effective verbal communication methods === dc2022-03-0007-pages-091.ppm === 2. Lead small Provide team | ® Discussion of Company policies and | e Group work e Role Play teams leadership procedures e Role Play e Written Test e Read web pages on_ situational | eLecture/ leadership Discussion e Role play on situational leadership eRead web pages on_ performance management eCase study on allocating roles and responsibilities based on competencies of current staff e Role play to communicate performance e Individual Work @ Individual Work e Case Study e Assign responsibilities e Role Play e Written Test Set e Lecture/ e Role Play performance expectations with staff Discussion e Written Test expectations e Discussion on performance issues e Role Play for team members e@ Supervise e Discussion on performance monitoring e Lecture/ e Role Play team eRole play on providing feedback on Discussion e Written Test performance performance e Role Play e Role play on performance coaching e Case Study eDiscussion on keeping the team informed of team performance eCase study on Team _ performance monitoring and feedback 3. Apply critical Examine eShow thorough knowledge and | eGroup e Case thinking and specific understanding of the process, normal | discussion Formulation problem- workplace operating parameters, and product | eLecture e Life Narrative solving strategies quality to recognize non-standard | e Demonstration Inquiry techniques in situations e Role playing (Interview) the workplace eShow mastery of the current industry hardware and software products and services eDiscuss process of identification of fundamental causes of _ specific workplace challenges e Standardized test eee ggg... TR — Certified Energy Conservation Officer (CECO) Page 76 of 124 === dc2022-03-0007-pages-092.ppm === eShow mastery of knowledge and understanding of the process, normal operating parameters, and _ product quality to recognize non-standard situations o Relevant equipment and operational processes o Enterprise goals, targets, and measures o Enterprise quality OHS and environmental requirement o Enterprise information systems and data collation o Industry codes and standards eShow thorough knowledge © Analyze the and | e Group e Case causes of | understanding of the process, normal| discussion Formulation specific operating parameters, and product | eLecture e Life Narrative workplace quality to recognize non-standard | eDemonstration Inquiry challenges situations e Role playing (Interview) eShow mastery of the current industry hardware and software products and services eDiscuss process of identification of fundamental causes of _ specific workplace challenges eShow mastery of knowledge and understanding of the process, normal operating parameters, and product quality to recognize non-standard situations o Relevant equipment and operational processes o Enterprise goals, targets, and measures e Standardized test i TR — Certified Energy Conservation Officer (CECO) Page 77 of 124 === dc2022-03-0007-pages-093.ppm === o Enterprise quality OHS environmental requirement o Enterprise information systems and data collation o Industry codes and standards eldentify extent and causes of specific challenges in the workplace eUse of range of analytical problem- solving techniques eFormulate clear-cut findings on the nature of each identified workplace challenges and e Formulate eShow thorough knowledge and | eGroup e Case 1 Hour resolutions to understanding of the process, normal discussion Formulation specific operating parameters, and product | eLecture e Life Narrative workplace quality to recognize non-standard | eDemonstration Inquiry challenges situations e Role playing (Interview) eShow mastery of the current industry hardware and software products and services eDiscuss process of identification of fundamental causes of specific workplace challenges eShow mastery of knowledge and understanding of the process, normal operating parameters, and _ product quality to recognize non-standard situations o Relevant equipment and operational processes o Enterprise goals, targets, and measures o Enterprise quality OHS and environmental requirement e Standardized test i TR — Certified Energy Conservation Officer (CECO) Page 78 of 124 === dc2022-03-0007-pages-094.ppm === o Enterprise information systems and data collation o Industry codes and standards eldentify extent and causes of specific challenges in the workplace eUse of range of analytical problem- solving techniques eFormulate clear-cut findings on the nature of each identified workplace challenges eDiscus strategies on devising, communicating, implementing, and evaluating strategies and techniques in addressing specific workplace challenges eldentify extent and causes of specific Implement action plans | Challenges in the workplace discussion Formulation and eUse of range of analytical problem- | «Lecture e Life Narrative communicate solving techniques e Demonstration Inquiry results eFormulate clear-cut findings on the | e Role playing (Interview) nature of each identified workplace challenges eDiscus strategies on devising, communicating, implementing, and evaluating strategies and techniques in addressing specific workplace e Standardized test 4. Work in a Develop an | ®Show understanding of cultural diversity | eSmall | Group | e Demonstration Diverse individual’s in the workplace Discussion or simulation Environment cultural e Recognize norms of behavior for | elnteractive with oral awareness interacting and dialogue with specific | Lecture questioning and sensitivity groups (e. g., Muslims and other non- | e Brainstorming e Group Christians, non-Catholics, tribes/ethnic | e Demonstration discussions groups, foreigners) e Role-playing and_ interactive activities i EEE EEE pasese => o>9 oe TR — Certified Energy Conservation Officer (CECO) Page 79 of 124 === dc2022-03-0007-pages-095.ppm === e Demonstrate different methods of verbal e Case __ studies/ and non-verbal communication in a problems multicultural setting involving eApply cross-cultural communication workplace skills (i.e., different business customs, diversity issues beliefs, communication strategies) e Written eShow affective skills — establishing examination rapport and empathy, understanding, etc. e Demonstrate openness and flexibility in communication eRecognize diverse groups in_ the workplace and community as defined by divergent culture, religion, traditions, and practices Role Playing @ Work eExplain the value of diversity in the | eSmall | Group | e Demonstration effectively in| @conomy and society in terms of) Discussion or simulation an Workforce development e Interactive with oral environment | ® Discuss the importance of inclusiveness | Lecture questioning that in a diverse environment e Brainstorming e Group acknowledges | ® Discuss the importance of shared vision | e Demonstration discussions and values| and understanding of and commitment | e Role-playing and _ interactive cultural to team, departmental, and activities diversity organizational goals, and objectives e Case _studies/ eldentify and exhibit strategies for problems customer service excellence involving e Demonstrate cross-cultural workplace communication skills and active diversity issues listening e Written eRecognize diverse groups in the examination workplace and community as defined by e Role Playing divergent culture, religion, traditions, and practices e Demonstrate collaboration skills TR — Certified Energy Conservation Officer (CECO) Page 80 of 124 === dc2022-03-0007-pages-096.ppm === Identify e Explain the value, and leverage of | eSmall Group | e Demonstration common cultural diversity Discussion or simulation issues in a| Discuss the inclusivity and conflict | elnteractive with oral multicultural resolution Lecture questioning and diverse | ® Describe the workplace harassment e Brainstorming e Group environment | @ Explain the change management and | e Demonstration discussions cite ways to overcome resistance to | e Role-playing and interactive change activities eDemonstrate advanced strategies for e Case studies/ customer service excellence problems e Address diversity-related conflicts in the involving workplace workplace eEliminate discriminatory behavior diversity issues towards customers and co-workers e Written e Utilize change management policies in examination the workplace e Show mastery of the following practical Role Playing Psychological 5. Propose e Interactive e Assess. work methods of procedures, concepts (e.g., 7 habits of highly Lecture and behavioral applying processes, effective people, character strengths | e Appreciative Interviews learning and and systemsin | _ that foster learning and innovation, five | Inquiry e Performance innovation in terms of minds of the future, adaptation concepts | e Demonstration Evaluation the innovative and transtheoretical model of behavior | e Group work e Life Narrative organization practices change) Inquiry e Demonstrate collaboration and e Review of networking skills portfolios of e Show basic skills in research evidence and e Generate practical insights on how to third-party improve organizational procedures, workplace processes, and systems reports of on- the-job performance. e Standardized assessment of character er ener — ———eEeEeE=E=EeEeEeEeEeEeEeEEE———_l TR — Certified Energy Conservation Officer (CECO) Page 81 of 124 === dc2022-03-0007-pages-097.ppm === === dc2022-03-0007-pages-098.ppm === e Generate _ practical continuous improvement insights on workplace reports of on- the-job performance. e Standardized assessment of character strengths and virtues applied e Oral evaluation e Written Test e Observation e Presentation e Lecture and discussion on: o Application in collating information o Procedures for inputting, maintaining, and archiving information o Guidance to people who need to find and use information e Organizing information into a suitable form for reference and use e Classify stored information for identification and retrieval e Operate the technical information system by using agreed procedures e Lecture and discussion on: e Lecture e Group Discussion e Hands on e Demonstration 6. Use information | e Use technical 4 Hours systematically information e Apply e Lecture e Oral evaluation information o Attributes and limitations of | e Group e Written Test technology available software tool Discussion e Observation (IT) o Procedures and work instructions | e Self-paced e Presentation for the use of IT handout/ o Operational requirements for IT module systems e Hands on o Sources and flow paths of data o Security systems and measures that can be used o Methods of entering and processing information e Demonstration <9 -fASA TR — Certified Energy Conservation Officer (CECO) Page 83 of 124 === dc2022-03-0007-pages-099.ppm === === dc2022-03-0007-pages-100.ppm === Health work instructions e Interpret Environmental practices, policies, and procedures 8. Evaluate Environmental Work Practices e Discussion Environmental Issues | e Lecture e Written Exam regarding e Group e Demonstration o Water Quality Discussion e Observation o National and Local Government | e Demonstration | e Interviews/ Issues Questioning o Safety o Endangered Species o Noise o Air Quality o Historic o Waste o Cultural e Updating of existing occupation practices e Discussion on o lower production costs and energy consumption o Environmentally Sound Processes o Resource Efficient o Recycling and Waste Management e Simple case study regarding energy efficienc e Lecture e Group Discussion e Demonstration e Written Exam e Demonstration e Observation e Interviews/ Questioning e Establish targets to evaluate environmental practices e Evaluate e Identifying effective environmental | e Lecture e Written Exam 4 Hour effectiveness practices relevant to the | e Group e Demonstration of industry/occupation Discussion e Observation environmental o Implementation of energy efficiency | e Demonstration | e Interviews/ practices e Case Study Questioning e Third Party Reports 9. Facilitate Entrepreneurial Skills for Micro- Small-Medium e Discussions on business models and strategies e Written Test e Portfolio e Work Related Project e Lecture/ Discussion e Case Study e Demonstration e Develop and maintain micro-small- medium TR — Certified Energy Conservation Officer (CECO) Page 85 of 124