Process Engineering Maintenance Full Standard PDF

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

Mechanical)
May 2010
REV 0 DATE 01/05/10 Process Engineering Maintenance
Record of Changes to Standards

Rev Amendment & Date Section/ Amended Checked Approved
No Page by: by: by:
0 May 2010 revised NOS All UKCES H Sanderson P Lammiman

published
Any amendments made to this standard by OPITO will be recorded above.
Page 2 of 253
National Occupational Standards for Process Engineering

Maintenance (Electrical, Instrument and Control, Mechanical)
Content
Qualification Structures ..................................................................................................... 7

Level 2 SVQ/NVQ Process Engineering Maintenance (Mechanical) ................................ 10
Level 2 SVQ/NVQ Process Engineering Maintenance (Electrical) ..................................... 8
Level 2 SVQ/NVQ Process Engineering Maintenance (Instrument and Control)................ 9
Level 3 SVQ/NVQ Process Engineering Maintenance (Mechanical) ................................ 13
Level 3 SVQ/NVQ Process Engineering Maintenance (Electrical) ................................... 11
Level 3 SVQ/NVQ Process Engineering Maintenance (Instrument and Control) .............. 12
National Occupational Standards .................................................................................... 13

PEM NOS 1: Reinstate the Work Area after Completing the Maintenance of Process Plant
and Equipment ................................................................................................................ 16
PEM NOS 2: Hand Over Process Plant and Equipment .................................................. 20
PEM NOS 3: Deal with Hazards in Process Engineering Maintenance ............................ 23
PEM NOS 4: Contribute to Effective Working Relationships in Process Engineering
Maintenance .................................................................................................................... 27
PEM NOS 5: Prepare Work Areas for the Maintenance of Process Plant and Equipment 29
PEM NOS 6: Prepare Loads for Moving during Process Engineering Maintenance ......... 32
PEM NOS 7: Move Loads during Process Engineering Maintenance .............................. 35
PEM NOS 8: Hand Over Process Engineering Plant and Equipment .............................. 38
PEM NOS 9: Reinstate the Work Area after Completing the Maintenance of Process
Engineering Plant and Equipment ................................................................................... 41
PEM NOS 10: Minimise Risks to Life, Property and the Environment .............................. 44
PEM NOS 11: Work Safely, Minimise Risk and Comply with Emergency Procedures ..... 47
PEM NOS 12: Contribute to Effective Working Relationships .......................................... 49
PEM NOS 13: Prepare Work Areas for Engineering Activities ......................................... 51
PEM NOS 14: Carry Out Planned Maintenance Procedures on Electrical Process Plant
and Equipment ................................................................................................................ 54
PEM NOS 15: Prepare Materials for the Maintenance of Electrical Process Plant and
Equipment ....................................................................................................................... 57
PEM NOS 16: Prepare Process Plant and Equipment in Support of Electrical Engineering
Activities .......................................................................................................................... 60
PEM NOS 17: Assemble Components of Electrical Process Plant and Equipment .......... 63
PEM NOS 18: Remove Components from Electrical Process Plant and Equipment ........ 66
PEM NOS 19: Replace Components in Electrical Process Plant and Equipment ............ 70
PEM NOS 20: Carry Out Planned Maintenance Procedures on Electrical Plant and
Equipment ....................................................................................................................... 73
PEM NOS 21: Deal with Variations and Defects in Electrical Plant and Equipment ......... 76
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PEM NOS 22: Diagnose and Determine the Causes of Faults in Electrical Plant and
Equipment ....................................................................................................................... 78
PEM NOS 23: Prepare Equipment in Support of Electrical Engineering Activities ........... 81
PEM NOS 24: Prepare Materials for the Maintenance of Electrical Plant and Equipment 84
PEM NOS 25: Adjust Electrical Plant and Equipment to Meet Operational Requirements 87
PEM NOS 26: Remove Components from Electrical Plant and Equipment ...................... 90
PEM NOS 27: Replace Components in Electrical Plant and Equipment .......................... 93
PEM NOS 28: Determine the Feasibility of Repair of Components from Electrical Plant
and Equipment ................................................................................................................ 96
PEM NOS 29: Interpret Detailed Electrical Information from Technical Sources .............. 99
PEM NOS 30: Read and Extract Information from Electrical Engineering Drawing and
Specifications ................................................................................................................ 101
PEM NOS 31: Identify and Suggest Improvements to Working Practices and Procedures
on Electrical Plant and Equipment ................................................................................. 103
PEM NOS 32: Establish that an Electrical Engineering Process has been Completed to
Specification .................................................................................................................. 105
PEM NOS 33: Test the Performance and Condition of Electrical Plant and Equipment . 108
PEM NOS 34: Monitor the Performance and Condition of Electrical Plant and Equipment
...................................................................................................................................... 111
PEM NOS 35: Assess the Performance and Condition of Electrical Plant and Equipment
...................................................................................................................................... 114
PEM NOS 36: Inspect Electrical Plant and Equipment .................................................. 117
PEM NOS 37: Carry Out Planned Maintenance Procedures on Instrument and Control
Plant and Equipment ..................................................................................................... 120
PEM NOS 38: Prepare Materials for the Maintenance of Instrument and Control Process
Plant and Equipment ..................................................................................................... 123
PEM NOS 39: Prepare Process Plant and Equipment in Support of Instrument and Control
Engineering Activities .................................................................................................... 126
PEM NOS 40: Assemble Components of Instrument and Control Process Plant and
Equipment ..................................................................................................................... 129
PEM NOS 41: Remove Components from Instrument and Control Process Plant and
Equipment ..................................................................................................................... 132
PEM NOS 42: Replace Components in Instrument and Control Process Plant and
Equipment ..................................................................................................................... 136
PEM NOS 43: Carry out Planned Maintenance Procedures on Instrument and Control
Systems ........................................................................................................................ 139
PEM NOS 44: Deal with Variations and Defects in Instrument and Control Systems ..... 142
PEM NOS 45: Diagnose and Determine the Causes of Faults in Instrument and Control
Systems ........................................................................................................................ 144
PEM NOS 46: Prepare Equipment Required for Maintaining Instrument and Control
Systems ........................................................................................................................ 147
PEM NOS 47: Prepare Materials Required for Maintaining Instrument and Control
Systems ........................................................................................................................ 150
PEM NOS 48: Adjust Instrument and Control Systems to meet Operational Requirements
...................................................................................................................................... 153
PEM NOS 49: Remove Components from Instrument and Control Systems ................. 156
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PEM NOS 50: Replace Components in Instrument and Control Systems ...................... 160
PEM NOS 51: Determine the Feasibility of Repair of Components from Instrument and
Control systems............................................................................................................. 164
PEM NOS 52: Interpret Detailed Instrument and Control Information from Technical
Sources ......................................................................................................................... 167
PEM NOS 53: Read and Extract Information from Instrument and Control Engineering
Drawings and Specifications.......................................................................................... 169
PEM NOS 54: Identify and Suggest Improvements to Working Practices and Procedure
Whilst Maintaining Instrument and Control Systems ...................................................... 171
PEM NOS 55: Establish that an Instrument and Control Engineering Maintenance Process
has been Completed to Specification ............................................................................ 173
PEM NOS 56: Test the Performance and Condition of Instrument and Control Systems176
PEM NOS 57: Monitor the Performance and Condition of Instrument and Control Systems
...................................................................................................................................... 179
PEM NOS 58: Assess the Performance and Condition of Instrument and Control Systems
...................................................................................................................................... 182
PEM NOS 59: Inspect Instrument and Control Systems ................................................ 185
PEM NOS 60: Carry Out Planned Maintenance Procedures on Mechanical Process Plant
and Equipment .............................................................................................................. 188
PEM NOS 61: Prepare Materials for the Maintenance of Mechanical Process Plant and
Equipment ..................................................................................................................... 191
PEM NOS 62: Prepare Process Plant and Equipment in Support of Mechanical
Engineering Activities .................................................................................................... 194
PEM NOS 63: Assemble Components of Mechanical Process Plant and Equipment .... 197
PEM NOS 64: Remove Components from Mechanical Process Plant and Equipment .. 200
PEM NOS 65: Replace Components in Mechanical Process Plant and Equipment ....... 203
PEM NOS 66: Carry Out Planned Maintenance Procedures on Mechanical Plant and
Equipment ..................................................................................................................... 206
PEM NOS 67: Deal with Variations and Defects in Mechanical Plant and Equipment.... 209
PEM NOS 68: Diagnose and Determine the Causes of Faults in Mechanical Plant and
Equipment ..................................................................................................................... 212
PEM NOS 69: Prepare Equipment in Support of Mechanical Engineering Activities ...... 215
PEM NOS 70: Prepare Materials for the Maintenance of Mechanical Plant and Equipment
...................................................................................................................................... 218
PEM NOS 71: Adjust Mechanical Plant and Equipment to Meet Operational Requirements
...................................................................................................................................... 221
PEM NOS 72: Remove Components from Mechanical Plant Equipment ....................... 224
PEM NOS 73: Replace Components in Mechanical Plant and Equipment..................... 227
PEM NOS 74: Determine the Feasibility of Repair of Components from Mechanical Plant
and Equipment .............................................................................................................. 230
PEM NOS 75: Interpret Detailed Mechanical Information from Technical Sources ........ 233
PEM NOS 76: Read and Extract Information from Mechanical Engineering Drawings and
Specifications ................................................................................................................ 235
PEM NOS 77: Identify and Suggest Improvements to Working Practices and Procedures
whilst Maintaining Mechanical Plant and Equipment...................................................... 237
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PEM NOS 78: Establish that a Mechanical Engineering Maintenance Process has been
Completed to Specification ............................................................................................ 239
PEM NOS 79: Test the Performance and Condition of Mechanical Plant and Equipment
...................................................................................................................................... 242
PEM NOS 80: Monitor the Performance and Condition of Mechanical Plant and Equipment
...................................................................................................................................... 245
PEM NOS 81: Assess the Performance and Condition of Mechanical Plant and Equipment
...................................................................................................................................... 248
PEM NOS 82: Inspect Mechanical Plant and Equipment ............................................... 251
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Qualification Structures
Level 2 SVQ/NVQ Process Engineering Maintenance (Electrical)
Level 2 SVQ/NVQ Process Engineering Maintenance (Instrument and Control)
Level 2 SVQ/NVQ Process Engineering Maintenance (Mechanical)
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Mandatory Units all units to be completed

Reinstate the Work Area after Completing the Maintenance of Process Plant PEM NOS 1
and Equipment
Hand over Process Plant and Equipment PEM NOS 2
Deal with Hazards in Process Engineering Maintenance PEM NOS 3
Contribute to Effective Working Relationships in Process Engineering PEM NOS 4
Maintenance
Carry out Planned Maintenance Procedures on Electrical Process Plant and PEM NOS 14
Equipment
Optional A Units one unit to be completed
Prepare Work Areas for the Maintenance of Process Plant and Equipment PEM NOS 5
Prepare Loads for Moving during Process Engineering Maintenance PEM NOS 6
Move Loads during Process Engineering Maintenance PEM NOS 7
Prepare Materials for the Maintenance of Electrical Process Plant and PEM NOS 15
Equipment
Prepare Process Plant and Equipment in Support of Electrical Engineering PEM NOS 16
Activities
Optional B Units two units to be completed
Assemble Components of Electrical Process Plant and Equipment PEM NOS 17
Remove Components from Electrical Process Plant and Equipment PEM NOS 18
Replace Components in Electrical Process Plant and Equipment PEM NOS 19
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and Equipment
Maintenance
Carry out Planned Maintenance Procedures on Instrument and Control Plant PEM NOS 37
and Equipment
Prepare Materials for the Maintenance of Instrument and Control Process Plant PEM NOS 38
and Equipment
Prepare Process Plant and Equipment in Support of Instrument and Control PEM NOS 39
Engineering Activities
Assemble Components of Instrument and Control Process Plant and PEM NOS 40
Equipment
Remove Components from Instrument and Control Process Plant and PEM NOS 41
Equipment
Replace Components in Instrument and Control Process Plant and Equipment PEM NOS 42
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and Equipment
Maintenance
Carry out Planned Maintenance Procedures on Mechanical Process Plant and PEM NOS 60
Equipment
Prepare Materials for the Maintenance of Mechanical Process Plant and PEM NOS 61
Equipment
Prepare Process Plant and Equipment in Support of Mechanical Engineering PEM NOS 62
Activities
Assemble Components of Mechanical Process Plant and Equipment PEM NOS 63
Remove Components from Mechanical Process Plant and Equipment PEM NOS 64
Replace Components in Mechanical Process Plant and Equipment PEM NOS 65
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Hand Over Process Engineering Plant and Equipment PEM NOS 8
Reinstate the Work Area after Completing the Maintenance of Process PEM NOS 9
Engineering Plant and Equipment
Minimise Risks to Life, Property and the Environment PEM NOS 10
Work Safely, Minimise Risk and Comply with Emergency Procedures PEM NOS 11
Contribute to Effective Working Relationships PEM NOS 12
Carry out Planned Maintenance Procedures on Electrical Plant and Equipment PEM NOS 20
Deal with Variations and Defects in Electrical Plant and Equipment PEM NOS 21
Diagnose and Determine the Causes of Faults in Electrical Plant and PEM NOS 22
Equipment
Optional A Units two units to be completed
Prepare Work Areas for Engineering Activities PEM NOS 13
Prepare Equipment in Support of Electrical Engineering Activities PEM NOS 23
Prepare Materials for the Maintenance of Electrical Plant and Equipment PEM NOS 24
Adjust Electrical Plant and Equipment to meet Operational Requirements PEM NOS 25
Remove Components from Electrical Plant and Equipment PEM NOS 26
Replace Components from Electrical Plant and Equipment PEM NOS 27
Determine the Feasibility of Repair of Components from Electrical Plant and PEM NOS 28
Equipment
Option B Units two units to be completed
Interpret Detailed Mechanical Information from Technical Sources PEM NOS 75
Interpret Detailed Electrical Information from Technical Sources PEM NOS 29
Read and Extract Information from Electrical Engineering Drawings and PEM NOS 30
Specifications
Identify and Suggest Improvements to Working Practices and Procedures whist PEM NOS 31
maintaining Electrical Plant and Equipment
Establish that an Electrical Engineering Process has been Completed to PEM NOS 32
Specification
Test the Performance and Condition of Electrical Plant and Equipment PEM NOS 33
Monitor the Performance and Condition of Electrical Plant and Equipment PEM NOS 34
Assess the Performance and Condition of Electrical Plant and Equipment PEM NOS 35
Inspect Electrical Plant and Equipment PEM NOS 36
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Carry out Planned Maintenance Procedures on Instrument and Control PEM NOS 43
Systems
Deal with Variations and Defects in Instrument and Control Systems PEM NOS 44
Diagnose and Determine the Cause of Faults in Instrument and Control PEM NOS 45
Systems
Prepare Equipment Required for Maintaining Instrument and Control Systems PEM NOS 46
Prepare Materials Required for Maintaining Instrument and Control Systems PEM NOS 47
Adjust Instrument and Control Systems to meet Operational Requirements PEM NOS 48
Remove Components from Instrument and Control systems PEM NOS 49
Replace Components from Instrument and Control systems PEM NOS 50
Determine the Feasibility of Repair of Components from Instrument and PEM NOS 51
Control systems
Read and Extract Information from Mechanical Engineering Drawings and PEM NOS 76
Specifications
Interpret Detailed Instrument and Control Information from Technical Sources PEM NOS 52
Read and Extract Information from Instrument and Control engineering PEM NOS 53
Drawings and Specifications
Identify and Suggest Improvements to Working Practices and Procedures PEM NOS 54
whilst Maintaining Instrument and Control systems
Establish that an Instrument and Control Engineering Maintenance Process PEM NOS 55
has been Completed to Specification
Test the Performance and Condition of Instrument and Control Systems PEM NOS 56
Monitor the Performance and Condition of Instrument and Control Systems PEM NOS 57
Assess the Performance and Condition of Instrument and Control Systems PEM NOS 58
Inspect Instrument and Control Systems PEM NOS 59
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Carry out Planned Maintenance Procedures on Mechanical Plant and PEM NOS 66
Equipment
Deal with Variations and Defects in Mechanical Plant and Equipment PEM NOS 67
Diagnose and Determine the Causes of Faults in Mechanical Plant and PEM NOS 68
Equipment
Prepare Equipment in Support of Mechanical Engineering Activities PEM NOS 69
Prepare Materials for the Maintenance of Mechanical Plant and Equipment PEM NOS 70
Adjust Mechanical Plant and Equipment to meet Operational Requirements PEM NOS 71
Remove Components from Mechanical Plant and Equipment PEM NOS 72
Replace Components in Mechanical Plant and Equipment PEM NOS 73
Determine the Feasibility of Repair of Components from Mechanical Plant and PEM NOS 74
Equipment
Read and Extract Information from Mechanical Engineering Drawings and PEM NOS 76
Specifications
Identify and Suggest Improvements to Working Practices and Procedures PEM NOS 77
whilst Maintaining Mechanical Plant and Equipment
Establish that a Mechanical Engineering Maintenance Process has been PEM NOS 78
Completed to Specification
Test and Monitor the Performance and Condition of Mechanical Plant and PEM NOS 79
Equipment
Monitor the Performance and Condition of Mechanical Plant and Equipment PEM NOS 80
Assess the Performance and Condition of Mechanical Plant and Equipment PEM NOS 81
Inspect Mechanical Plant and Equipment PEM NOS 82
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National Occupational Standards
PEM NOS 1 Reinstate the Work Area after Completing the Maintenance of Process Plant and
Equipment
PEM NOS 2 Hand Over Process Plant and Equipment
PEM NOS 3 Deal with Hazards in Process Engineering Maintenance
PEM NOS 4 Contribute to Effective Working Relationships in Process Engineering Maintenance
PEM NOS 5 Prepare Work Areas for the Maintenance of Process Plant and Equipment
PEM NOS 6 Prepare Loads for Moving during Process Engineering Maintenance
PEM NOS 7 Move Loads during Process Engineering Maintenance
PEM NOS 8 Hand Over Process Engineering Plant and Equipment
PEM NOS 9 Reinstate the Work Area after Completing the Maintenance of Process Engineering
Plant and Equipment
PEM NOS 10 Minimise Risks to Life, Property and the Environment
PEM NOS 11 Work Safely, Minimise Risk and Comply with Emergency Procedures
PEM NOS 12 Contribute to Effective Working Relationships
PEM NOS 13 Prepare Work Areas for Engineering Activities
PEM NOS 14 Carry Out Planned Maintenance Procedures on Electrical Process Plant and Equipment
PEM NOS 15 Prepare Materials for the Maintenance of Electrical Process Plant and Equipment
PEM NOS 16 Prepare Process Plant and Equipment in Support of Electrical Engineering Activities
PEM NOS 17 Assemble Components of Electrical Process Plant and Equipment
PEM NOS 18 Remove Components from Electrical Process Plant and Equipment
PEM NOS 19 Replace Components in Electrical Process Plant and Equipment
PEM NOS 20 Carry Out Planned Maintenance Procedures on Electrical Plant and Equipment
PEM NOS 21 Deal with Variations and Defects in Electrical Plant and Equipment
PEM NOS 22 Diagnose and Determine the Causes of Faults in Electrical Plant and Equipment
PEM NOS 23 Prepare Equipment in Support of Electrical Engineering Activities
PEM NOS 24 Prepare Materials for the Maintenance of Electrical Plant and Equipment
PEM NOS 25 Adjust Electrical Plant and Equipment to Meet Operational Requirements
PEM NOS 26 Remove Components from Electrical Plant and Equipment
PEM NOS 27 Replace Components in Electrical Plant and Equipment
PEM NOS 28 Determine the Feasibility of Repair of Components from Electrical Plant and Equipment
PEM NOS 29 Interpret Detailed Electrical Information from Technical Sources
PEM NOS 30 Read and Extract Information from Electrical Engineering Drawing and Specifications
PEM NOS 31 Identify and Suggest Improvements to Working Practices and Procedures on Electrical
Plant and Equipment
PEM NOS 32 Establish that an Electrical Engineering Process has been Completed to Specification
PEM NOS 33 Test the Performance and Condition of Electrical Plant and Equipment
PEM NOS 34 Monitor the Performance and Condition of Electrical Plant and Equipment
PEM NOS 35 Assess the Performance and Condition of Electrical Plant and Equipment
PEM NOS 36 Inspect Electrical Plant and Equipment
PEM NOS 37 Carry Out Planned Maintenance Procedures on Instrument and Control Plant and
Equipment
PEM NOS 38 Prepare Materials for the Maintenance of Instrument and Control Process Plant and
Equipment
PEM NOS 39 Prepare Process Plant and Equipment in Support of Instrument and Control
PEM NOS 40 Assemble Components of Instrument and Control Process Plant and Equipment
PEM NOS 41 Remove Components from Instrument and Control Process Plant and Equipment
PEM NOS 42 Replace Components in Instrument and Control Process Plant and Equipment
Page 14 of 253
PEM NOS 43 Carry out Planned Maintenance Procedures on Instrument and Control Systems
PEM NOS 44 Deal with Variations and Defects in Instrument and Control Systems
PEM NOS 45 Diagnose and Determine the Causes of Faults in Instrument and Control Systems
PEM NOS 46 Prepare Equipment Required for Maintaining Instrument and Control Systems
PEM NOS 47 Prepare Materials Required for Maintaining Instrument and Control Systems
PEM NOS 48 Adjust Instrument and Control Systems to meet Operational Requirements
PEM NOS 49 Remove Components from Instrument and Control Systems
PEM NOS 50 Replace Components in Instrument and Control Systems
PEM NOS 51 Determine the Feasibility of Repair of Components from Instrument and Control
systems
PEM NOS 52 Interpret Detailed Instrument and Control Information from Technical Sources
PEM NOS 53 Read and Extract Information from Instrument and Control Engineering Drawings and
Specifications
PEM NOS 54 Identify and Suggest Improvements to Working Practices and Procedure Whilst
Maintaining Instrument and Control Systems
PEM NOS 55 Establish that an Instrument and Control Engineering Maintenance Process has been
Completed to Specification
PEM NOS 56 Test the Performance and Condition of Instrument and Control Systems
PEM NOS 57 Monitor the Performance and Condition of Instrument and Control Systems
PEM NOS 58 Assess the Performance and Condition of Instrument and Control Systems
PEM NOS 59 Inspect Instrument and Control Systems
PEM NOS 60 Carry Out Planned Maintenance Procedures on Mechanical Process Plant and
Equipment
PEM NOS 61 Prepare Materials for the Maintenance of Mechanical Process Plant and Equipment
PEM NOS 62 Prepare Process Plant and Equipment in Support of Mechanical Engineering Activities
PEM NOS 63 Assemble Components of Mechanical Process Plant and Equipment
PEM NOS 64 Remove Components from Mechanical Process Plant and Equipment
PEM NOS 65 Replace Components in Mechanical Process Plant and Equipment
PEM NOS 66 Carry Out Planned Maintenance Procedures on Mechanical Plant and Equipment
PEM NOS 67 Deal with Variations and Defects in Mechanical Plant and Equipment
PEM NOS 68 Diagnose and Determine the Causes of Faults in Mechanical Plant and Equipment
PEM NOS 69 Prepare Equipment in Support of Mechanical Engineering Activities
PEM NOS 70 Prepare Materials for the Maintenance of Mechanical Plant and Equipment
PEM NOS 71 Adjust Mechanical Plant and Equipment to Meet Operational Requirements
PEM NOS 72 Remove Components from Mechanical Plant Equipment
PEM NOS 73 Replace Components in Mechanical Plant and Equipment
PEM NOS 74 Determine the Feasibility of Repair of Components from Mechanical Plant and
Equipment
PEM NOS 75 Interpret Detailed Mechanical Information from Technical Sources
PEM NOS 76 Read and Extract Information from Mechanical Engineering Drawings and
Specifications
PEM NOS 77 Identify and Suggest Improvements to Working Practices and Procedures whilst
Maintaining Mechanical Plant and Equipment
PEM NOS 78 Establish that a Mechanical Engineering Maintenance Process has been Completed to
Specification
PEM NOS 79 Test the Performance and Condition of Mechanical Plant and Equipment
PEM NOS 80 Monitor the Performance and Condition of Mechanical Plant and Equipment
PEM NOS 81 Assess the Performance and Condition of Mechanical Plant and Equipment
PEM NOS 82 Inspect Mechanical Plant and Equipment
Page 15 of 253
NOS Title: PEM NOS 1: Reinstate the Work Area after Completing the
Maintenance of Process Plant and Equipment
Overview: This unit is about your competence in restoring the work area to a
safe condition prior to returning to operations.
This unit deals with the following:

identifying and separating waste materials for disposal
identifying and separating out materials suitable for storage and
further use
restoring the work area to a safe condition prior to returning to
operations
During this work you must take account of the relevant operational
requirements and safe working practices AS THEY APPLY TO YOU.
Scope/range: You will be responsible for ensuring the equipment and work site is
safe for others or yourself to work on by following defined
procedures. You will be accountable for the integrity of the work site
and ensuring the work is recorded in a formal manner. Authorisation
for proceeding with the work will be given by authorised signatories
within the Permit to Work system. The work areas to be restored will
relate to chemical manufacturing on onshore sites or offshore
installations.
Scope/range The Knowledge and Understanding levels expressed indicate the
relating to minimum level of knowledge and understanding sufficient to perform
knowledge and your role in a manner that would normally be associated with the
understanding: minimum acceptable performance of a competent person
undertaking your role.
The expression an appreciation is intended to indicate a level of

knowledge and understanding equating to:
An awareness of the existence, the scope and the background to
the content covered by the knowledge and understanding
statement
How and where to find further detail and information that you will
need
Having obtained the information, you will be expected to check
your interpretation and then to be able to apply it to your situation
The expression working knowledge and understanding indicates

you are able to:
Identify and apply relevant information, procedures and practices
to your usual role in your expected working environments needing
only occasional recourse to reference materials
Describe, in your own words, the principles underlying your
working methods. This does not mean the ability to quote
Chapter and verse. Rather you must know what supporting
Page 16 of 253
information is available, how and where to find it and from whom

to seek further guidance and information confirm any additional
required detail
Interpret and apply the information obtained to your role, your
working practice and in your expected working environment
Key Terms Guidance/Example
The resources These are materials and equipment for use at some
to be stored time in the future and retained either in secure,
enclosed containment or unenclosed within a work
area or storage facility. Resources could be
identified, sorted, protected and evaluated for
further use. Appropriate storage facilities should be
used where necessary. Typical resources could
include:
Consumables
Assembly/alignment aids
Storing/stacking equipment
Lifting equipment
Safety equipment
Personal Protective Equipment/ shielding
equipment
Process and ancillary equipment
Industrial gas cylinders
Tools/equipment
Protection sheeting
Re-usable components assemblies
Excess materials
The disposal This could include:
of hazardous Non hazardous:
and non-
Packaging/protecting materials
hazardous
materials Swarf
Material offcuts
Replaced lifed consumables
Hazardous:
Chemicals and fluids e.g. solvents and cleaning
agents
Sharp objects/offcuts
Asbestos or asbestos based
Oils and greases
Resources These could include:
Consumables
Page 17 of 253
Lifting equipment
Safety equipment
Personal Protective
Equipment/shielding equipment
Excess materials
Tools/equipment
Protection sheeting
Non To include:
hazardous Packaging/protecting materials
materials
Swarf
Material offcuts
Hazardous To include:
materials Chemicals and fluids e.g. solvents and cleaning
agents
Oils and greases
Previous Adapted from Unit C2.1 of Process Engineering Maintenance NOS
Version: version February 2004. This unit is a contextualised version of a unit
produced by the OSC Eng Engineering Competence Standards
which was originally designated ECS 2.15.
Performance Criteria
You must be able to:
1. Work safely at all times, complying with health and safety and other relevant
regulations and guidelines
2. Separate equipment, components, and materials for re-use from waste items and
materials
3. Store reusable materials and equipment in an appropriate location
4. Dispose of waste materials in line with organisational and environmental safe
procedures
5. Restore the work areas to a safe condition in accordance with agreed requirements
and schedules
6. Deal promptly and effectively with problems within your control and report those that
cannot be solved
Page 18 of 253
Knowledge and Understanding

You need to know and understand:
1. A working knowledge and understanding of what your responsibilities are in respect of
health, safety and environment. This should include the limits of your personal
responsibility, your legal responsibility for your own health and safety and the health
and safety of others
2. A working knowledge of the relevant regulations and the safe working practices and
procedures required within your work area
3. An appreciation of the work area restoration requirements and the relevant health and
safety, and organisational safe working practices and procedures
4. An appreciation of the material and equipment stores procedures and organisational
procedures which you have to follow
5. An appreciation of the appropriate waste disposal methods and procedures for
different types of waste, in accordance with current health and safety regulations,
relevant legislation and organisational practice
6. An appreciation of your responsibilities with regard to the reporting lines and
procedures
Page 19 of 253
NOS Title: PEM NOS 2: Hand Over Process Plant and Equipment
Overview: This unit is about your competence in completing safe and effective
hand over of process plant and equipment. It includes the hand over
to others and your acceptance and confirmation of responsibility for
the control of the process plant and equipment. You will be following
your organisations safe working practices and working within the
work permit procedures. This unit is common to the Mechanical,
Instrumentation and Control and Electrical disciplines.

Hand over process plant and equipment
Accept and confirm responsibility for the control of process plant
and equipment
During this work you must take account of the relevant worksite
operational requirements, procedures and safe working practices AS
THEY APPLY TO YOU.
Scope/range: 1. The level and extent of responsibility will involve you ensuring the
handover is completed by following defined procedures. You will
be accountable for the integrity of the handover and ensuring it is
recorded in a formal manner. In all cases, you will still be
expected to refer to others for final authorisation, even though
you remain responsible for identifying and implementing
decisions.
2. The type of plant and equipment to be handed over could include:
Systems and sub-systems
Process equipment
New installations
3. The hand over procedures and environments may include
operational or non-operational conditions. A typical example of a
hand over during operational conditions could be:
Shift changes on continuous process plants
A typical example of hand over under non-operational conditions
could be:
Between maintenance and operational teams at the end of an
overhaul
Hand over of a large on-going maintenance project
Hand over from in-house maintenance teams to outside
specialists
Shift to shift
4. The Parties to hand over to could include:
Clients
Production operations
Maintenance engineers
Line Supervisors
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5. The complexity of hand-overs could include:

Written
Oral
Test documentation

statement
need

you are able to:
required detail
Version: version February 2004. This unit is a contextualised version of two
units produced by the OSC Eng Engineering Competence Standards
which were originally designated ECS 7.03 & 7.02.
Page 21 of 253
2. Confirm and define the condition of the engineering products or assets in accordance
with specifications
3. Clearly define and obtain agreement on the moment of transfer of responsibility
4. Communicate hand over of control as specified
5. Produce and maintain records of the hand over in accordance with organisational
procedures
6. Check and confirm that the condition of the engineering products or assets is in an
acceptable hand over condition
7. Make sure that the information received at hand over is accurate, up-to-date and
complete
8. Seek additional information if there are any areas of doubt or lack of clarity
9. Provide proper support and co-ordination to those transferring control
10. Confirm and record acceptance of responsibility and control in line with agreed
procedures

1. You must have a working knowledge and understanding of what your responsibilities
are in respect of Health, Safety and Environment. This should include the limits of your
personal responsibility, your legal responsibility for your own health and safety and the
health and safety of others
2. You must have a working knowledge of the relevant regulations and the safe working
practices and procedures required within your work area
3. You must have a working knowledge and understanding of hand over procedures for
products or assets. This should include: when hand over should occur, why it is
important to confirm the precise moment of transfer, how to confirm the precise
moment of transfer
4. You must have an appreciation of the record and documentation systems and
procedures. This could include the level of detail on the condition of engineering
products/assets as required by different parties
5. You must have an appreciation of the types of working relationships. This should
include the types of support that can be offered to those transferring control
6. You must have an appreciation of your responsibilities with regard to the reporting lines
and procedures in your working environment
Page 22 of 253
NOS Title: PEM NOS 3: Deal with Hazards in Process Engineering

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

Deal with hazards in process engineering maintenance
THEY APPLY TO YOU.
Scope/range: 1. The level and extent of responsibility is limited to working within
agreed specifications and following clearly defined procedures
with regard to dealing with risks arising from incidents and
accidents. You will be expected to take immediate action
appropriate to the circumstances
2. The types of contingencies which are likely to be encountered
are:
Slips trips and falls
Hydrocarbon alarm
Hazardous gas alert
The actions to be taken will be clearly defined and
incorporated into company procedures

statement
need
Page 23 of 253

you are able to:
required detail
2. Call for expert help in the event of contingencies occurring, using warning systems as
appropriate
3. Take prompt and appropriate action to minimize risk of personal and third party injury
as a first priority and then damage to property and equipment
4. Follow shutdown and evacuation procedures promptly and correctly
5. Deal safely with dangers that can be contained using appropriate equipment and
materials, in accordance with organisational policy and procedures

3. You must have an appreciation of the first aid procedures. This must include the
locations of the first aid stations and where to find the list of approved staff trained in
first aid
4. You must have a working knowledge and understanding on the evacuation procedures
from the work site to a safe area
5. You must have an appreciation of the contingency reporting documentation and
systems for the work site
6. You must have an appreciation NOS Title:
Page 24 of 253
PEM NOS 3: Deal with Hazards in Process Engineering Maintenance

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

Deal with hazards in process engineering maintenance
During this work you must take account of the relevant worksite operational requirements,
procedures and safe working practices AS THEY APPLY TO YOU.
Scope/range:
3. The level and extent of responsibility is limited to working within agreed specifications
and following clearly defined procedures with regard to dealing with risks arising from
incidents and accidents. You will be expected to take immediate action appropriate to the
circumstances
4. The types of contingencies which are likely to be encountered are:
Slips trips and falls
Hydrocarbon alarm
Hazardous gas alert
The actions to be taken will be clearly defined and incorporated into company
procedures
Scope/range relating to knowledge and understanding:
The Knowledge and Understanding levels expressed indicate the minimum level of
knowledge and understanding sufficient to perform your role in a manner that would normally
be associated with the minimum acceptable performance of a competent person undertaking
your role.
The expression an appreciation is intended to indicate a level of knowledge and

understanding equating to:
An awareness of the existence, the scope and the background to the content covered by
the knowledge and understanding statement
How and where to find further detail and information that you will need
Having obtained the information, you will be expected to check your interpretation and
then to be able to apply it to your situation
The expression working knowledge and understanding indicates you are able to:
Identify and apply relevant information, procedures and practices to your usual role in
your expected working environments needing only occasional recourse to reference
materials
Page 25 of 253
Describe, in your own words, the principles underlying your working methods. This does
not mean the ability to quote Chapter and verse. Rather you must know what
supporting information is available, how and where to find it and from whom to seek
further guidance and information confirm any additional required detail
Interpret and apply the information obtained to your role, your working practice and in
your expected working environment
Previous Version:
Adapted from Unit C2.3 of Process Engineering Maintenance NOS version February 2004.
This unit is a contextualised version of a unit produced by the OSC Eng Engineering
Competence Standards which was originally designated ECS 7.06.
appropriate

3. You must have an appreciation of the first aid procedures. This must include the
locations of the first aid stations and where to find the list of approved staff trained in
first aid
4. You must have a working knowledge and understanding on the evacuation procedures
from the work site to a safe area
5. You must have an appreciation of the contingency reporting documentation and
systems for the work site
of the reporting lines and procedures for the work site
Page 26 of 253
NOS Title: PEM NOS 4: Contribute to Effective Working Relationships

in Process Engineering Maintenance
Overview: This unit is about your competence in developing and maintaining
effective working relationships with others. This may include
colleagues, supervisors and visitors and may be frequent or
infrequent. Both oral and written methods will be used. This unit is
disciplines.

Contribute to effective working relationships in process
engineering maintenance
THEY APPLY TO YOU.
Scope/range: 1. The Groups of people with which relationships should be
maintained including people with whom you come into contact as
part of your work role either on a frequent or regular basis, or
occasionally only. Typical relationships could be with:
Those for whom you have responsibility
Clients
Other disciplines
Security/safety personnel
Those to whom you are responsible
Colleagues
Suppliers
2. Effective working relations require communication with others.
This could include:
Formal/informal
Oral
Written
Examples could include:
Tool box talks
Safety feedback
Complaints
Appraisals/performance reviews
Inductions
Production loop
Liaison between training and workplace contacts
Page 27 of 253


statement
need
1. Establish and maintain productive working relationships
2. Deal with disagreements in an amicable and constructive way so that good
relationships are maintained
3. Keep others informed about work plans or activities which affect them
4. Seek assistance from others in a polite and courteous way without causing undue
disruption to normal work activities
5. Respond in a timely and positive way when others ask for help or information

1. You must have an appreciation of how to create and maintain working relationships,
and why it is important to do so
2. You must have an appreciation of what the types of problems are that can affect
relationships, and what actions can be taken to deal with specific difficulties
3. You must have an appreciation of what your own and others responsibilities are with
regards to lines of communication and responsibilities
Page 28 of 253
NOS Title: PEM NOS 5: Prepare Work Areas for the Maintenance of
Process Plant and Equipment
Overview: This unit is about your competence in preparing the work area in
order to carry out the maintenance of process plant and equipment.
You will be involved in activities such as clearing materials and
equipment from the worksite, providing service supplies and
completing isolations. You will be following your organisations safe
working practices and working within the work permit procedures.
This unit is common to the Mechanical, Electrical and Instrumentation
& Control disciplines.

Prepare work areas for the maintenance of process plant and
equipment
THEY APPLY TO YOU.
Scope/range: 1. The level and extent of responsibility will involve you being
responsible for ensuring the preparations are carried out safely by
following company defined procedures. You will be accountable
for the integrity of the work and ensuring the work is recorded in a
formal manner. Authorisation for proceeding with the work will be
given by authorised signatories within the Permit to Work system
2. The type of work area to be prepared would include:
Chemicals manufacturing and petroleum sites
Controlled operational areas
Offshore installations
3. The type of work area preparations could involve ensuring that
the location and condition of work environments are appropriate
in terms of:
Layout
Security
Safety
Isolations (where relevant)
Accessibility
4. The type of work area protection and safety requirements will
take into account any hazards due to the particular working
conditions that could also include:
Working on access structures (scaffold)
At height
Inside systems and plant
Adverse weather conditions
Confined spaces
In shafts
Page 29 of 253


statement
need

you are able to:
required detail
Page 30 of 253
2. Ensure that the work environment is suitable for the work activities to be undertaken
3. Ensure that all necessary service supplies are connected and ready for use
4. Prepare the work areas so that they are ready for the engineering activities to be
carried out
5. Make sure that required safety arrangements are in place to protect other workers from
activities likely to disrupt normal working
6. Report completion of preparations in line with organisational procedures
cannot be resolved

3. You must have an appreciation of what the work area preparation requirements and
methods are. This could be expected to include the location and whether condition of
work environments is appropriate in terms of: layout, accessibility, isolations, safety
and security
4. You must have a working knowledge of the potential problems and consequences of
not preparing work areas correctly in relation to hazards which may occur
5. You must have an appreciation of the connection and operation of the applicable
supply services and connection procedures related to the equipment relevant to the
industry, including pneumatic, electrical and hydraulic tools
Page 31 of 253
NOS Title: PEM NOS 6: Prepare Loads for Moving during Process
Engineering Maintenance
Overview: This unit is about your competence in confirming the weight of the
load, selecting the appropriate method, selecting and checking the
equipment before moving the loads in line with organisational
procedures. You will be involved in activities such as confirming the
weight of the load, selecting slings and shackles, paying particular
attention to lifting points and the balance of the load and ensuring
safety of the work area. You will be following your organisations safe
This unit is common to the Mechanical, Electrical and Instrumentation
& Control disciplines.

Prepare loads for moving during process engineering
maintenance
During this work you must take account of the relevant installation
Scope/range: 1. The moving methods and techniques to be used. This must
include safe manual handling techniques as well as power
assisted methods
2. The type of lifting, moving and handling equipment to be used of
which the following are examples:
Hoists
Chain blocks
Winches
Hydraulic jacks
3. The characteristics of load to be moved which will take into
account the:
Weight
Shape
Lifting points
Balance points
The type of location, i.e. the ease of access and final
destination of load
Page 32 of 253


you are able to:
required detail
2. Establish the weight of the load to be moved
3. Determine the method and select suitable equipment to move the load
4. Check that the equipment to be used is capable of moving the load safely
5. Determine a suitable route for moving the load minimising risk to people and property
6. Ensure that the load is secured and protected before moving operations start
cannot be solved
Page 33 of 253

3. You must know which tools and equipment to use and how to use them
4. You must have a working knowledge of the lifting, moving and handling equipment,
methods and techniques to be followed. This may include: slings and strops, trolleys
(powered or manual), winches, rollers, hoists and jacks (hydraulic or screw)
5. You must have a working knowledge of how to establish the weight of loads by using
manufacturers details, equipment labels, observation
6. You must have a working knowledge of what slinging and lifting methods and
techniques can be applied. This may include: slings, strops, shackles
7. You must a working knowledge of how to care for lifting equipment and what control
procedures are in place. This may include: storage, location, colour codes
8. You must have a working knowledge of the types of defects and faults that are
possible with lifting equipment. This may include: incorrect certification date, frayed
slings
9. You must have working knowledge and understanding of route planning methods and
techniques. This may include: overhead, access points, walkways
10. You must have working knowledge and understanding what reporting lines and
procedures to be followed as designated by the company procedures and could
involve the: asset owner, plant supervisor, permit controller, work site colleagues, OIM
Page 34 of 253
NOS Title: PEM NOS 7: Move Loads during Process Engineering

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

Move loads during process engineering maintenance
responsible for ensuring the equipment and work site is safe for
others or yourself to work in by following defined procedures. You
will be accountable for the integrity of the work site and ensuring
the work is recorded in a formal manner. Authorisation for
proceeding with the work will be given by authorised signatories
within the Permit to Work system
2. The moving methods and techniques to be used will be as
defined by the company and manufacturer
3. The type of moving, lifting and handling equipment to be used of
which the following are examples:
Hoists
Chain blocks
Winches
Hydraulic jacks
4. The type and characteristics of the load to be moved taking into
account:
Weight
Shape
Lifting points
Balance points
5. The final location of the load could include:
Process modules
Workshops
Containers
Page 35 of 253


you are able to:
required detail

2. Position the moving equipment so that the weight of the load is evenly distributed
3. Attach the appropriate handling equipment securely to the load, using approved
methods to eliminate slippage
4. Confirm that the load is secure before moving
5. Move the load over the selected, suitable route
6. Position and release the load safely in its intended final location
Page 36 of 253

4. You must have working knowledge of the different methods and techniques of moving
loads. This could be expected to include: slings and strops, trolleys (powered or
manual), chain blocks, winches, rollers, hoists, jacks (hydraulic or screw)
5. You must have working knowledge of the appropriate lifting, moving and handling
equipment used when moving loads. This could be expected to include: slings and
strops, trolleys (powered or manual), chain blocks, winches, rollers, hoists, jacks
(hydraulic or screw)
6. You must have working knowledge of what methods and techniques to be used to
assess the load. This could be expected to include: manufacturers details, equipment
labels and name plates, observation
7. You must have working knowledge of how to complete route planning and what
techniques to use taking account of the obstructions and lifting opportunities
8. You must have working knowledge of how to care for lifting equipment care and what
control procedures are in place. This could be expected to include: storage, colour
coding, location
9. You must have working knowledge of what reporting lines and procedures to be
followed as designated by the company procedures and could involve the: asset
owner, plant supervisor, permit controller, work site colleagues, OIM
Page 37 of 253
NOS Title: PEM NOS 8: Hand Over Process Engineering Plant and
Equipment
Overview: This unit is about your competence in completing safe and effective
hand over of plant and equipment. It includes the hand over to others
and your acceptance and confirmation of responsibility for the control
of the plant and equipment. This unit is common to the Electrical,
Mechanical and Instrument & Control disciplines.

Hand over plant and equipment
Accept and confirm responsibility for the control of plant and
equipment
THEY APPLY TO YOU.
clearly defined specifications for hand over situations. In some
cases, you may still be expected to refer to others for final
authorisation, even though you remain responsible for identifying
and implementing decisions
2. The type of products or assets could include:
Systems & sub-systems
Process equipment
New installations
3. The hand over procedures and environments may be under
operational or non-operational conditions.
A typical example of a hand over during operational conditions
could be:
Shift changes on continuous process plants
A typical example of hand over under non-operational conditions
could be:
Between maintenance and operational teams at the end of an
overhaul
Hand over of a large on-going maintenance project
Hand over from in-house maintenance teams to outside
specialists
Shift to shift
4. The parties to hand over to could include:
Clients
Production operations
Maintenance engineers
Line supervisors
Page 38 of 253
5. The Complexity of hand-overs could include:

Written
Oral
Test documentation

you are able to:
required detail

Version: version February 2004. This unit is a contextualised version of two
units produced by the OSC Eng Engineering Competence Standards
(ECS 7.03 & 7.02) which was originally designated MPS Elec 16.
Page 39 of 253
2. Confirm and define the condition of the engineering products or assets in accordance
with specifications
3. Clearly define and obtain agreement on the moment of transfer of responsibility
4. Communicate hand over of control as specified
5. Produce and maintain records of the hand over in accordance with organisational
procedures
6. Make sure that the information received at hand over is accurate, up-to-date and
complete
7. Seek additional information if there are any areas of doubt or lack of clarity
8. Provide proper support and co-ordination to those transferring control
9. Confirm and record acceptance of responsibility and control in line with agreed
procedures

3. You must have a working knowledge and understanding of the types of support
through your working relationships that can be offered to those transferring control
4. You must have a working knowledge and understanding of the hand over procedures
for products or assets. This should include when the hand over should occur, how to
confirm the precise moment of transfer, and why it is important to define the precise
moment of transfer
5. You must have a working knowledge and understanding of the record and
documentation systems and procedures. This should include the level of detail on the
condition of engineering products/assets as required by different parties, how to
confirm that information received at hand over is accurate and complete, and what the
types of situation are where additional information and clarification might be required
6. You must have a working knowledge and understanding of your responsibilities with
regard to the reporting lines and procedures in your working environment
Page 40 of 253
NOS Title: PEM NOS 9: Reinstate the Work Area after Completing the
Maintenance of Process Engineering Plant and Equipment
Overview: This unit is about your competence in restoring the work area to a
safe condition prior to returning to operations. You will be required to
identify and separate waste materials for disposal and identify and
separate out materials suitable for storage and further use. You will
be following your organisations safe working practices at all times
and working within the work permit procedures. This unit is common
to the Electrical, Mechanical and Instrument & Control disciplines.

Reinstate the work area after completing the maintenance of
process engineering plant and equipment
THEY APPLY TO YOU.
others or yourself to work on by following defined procedures.
You will be accountable for the integrity of the work site and
ensuring the work is recorded in a formal manner. Authorisation
for proceeding with the work will be given by authorised
signatories within the Permit to Work system
2. The work areas to be restored should relate to chemical
manufacturing on onshore sites or offshore installations
3. The resources to be stored are materials and equipment for use
at some time in the future and retained either in secure, enclosed
containment or unenclosed within a work area or storage facility.
Resources could be identified, sorted, protected and evaluated
for further use. Appropriate storage facilities should be used
where necessary. Typical resources could include:
Consumables
Lifting equipment
Safety equipment
Personal Protective Equipment/shielding equipment
Excess materials
Tools/equipment
Protection sheeting
Page 41 of 253
4. The disposal of hazardous and non-hazardous materials could

include:
Non hazardous:
Packaging/protecting materials
Swarf
Material offcuts
Hazardous:
Chemicals and fluids e.g. solvents and cleaning agents
Oils and greases

you are able to:
required detail

produced by the OSC Eng Engineering Competence Standards (ECS
2.15) which was originally designated MPS Elec 15.
Page 42 of 253
2. Separate equipment, components, and materials for re-use from waste items and
materials
3. Store reusable materials and equipment in an appropriate location
4. Dispose of waste materials in line with organisational and environmental safe
procedures
5. Restore the work areas to a safe condition in accordance with agreed requirements
and schedules
cannot be solved

3. You must have a working knowledge and understanding of the work area restoration
requirements and the relevant health and safety, and organisational safe working
practices and procedures
4. You must have a working knowledge and understanding of the material and equipment
stores procedures and organisational procedures which you have to follow
5. You must have a working knowledge and understanding of the appropriate waste
disposal methods and procedures for different types of waste, in accordance with
current health and safety regulations, relevant legislation and organisational practice
Page 43 of 253
NOS Title: PEM NOS 10: Minimise Risks to Life, Property and the
Environment
Overview: This unit is about your competence in minimising the risks to life,
property and the environment. You will be required to identify
hazards, assess the risks involved, minimise the risks by
implementing control measures and providing ongoing monitoring. All
the relevant safety systems will require updating. This unit is
common to the Electrical, Mechanical and Instrument & Control
disciplines.

Minimise risks to life, property and the environment
THEY APPLY TO YOU.
agreed specifications and following clearly defined procedures
with regard to identifying and dealing with risks to life, property
and the environment. You will be expected to take immediate
action appropriate to the circumstances
2. The type of working environment could be anywhere involving
petroleum and chemicals manufacturing, controlled operational
areas and offshore installations
3. The type of hazards involved could be those that may affect the
safety and/or integrity of:
People
Environment
Operational Equipment
4. The risk control measures to be implemented will include those
approved by the company
5. The type of action to be taken will be limited to your responsibility
but should include:
Removal of the hazard
Raising the alarm
Shutting down the process
Stopping the work
The methods of communicating or reporting actions will be in
accordance with the requirements of the company
Page 44 of 253


you are able to:
required detail
1. Work safely in accordance with the regulations for your work environment
2. Identify hazards and assess the level of risk involved
3. Minimise the risks and implement control measures in the minimum agreed timescales
4. Inform all those who are affected of the risk control measures in place and clarify any
implications for them as required
5. Ensure that information provided for safety system records is clear, accurate and up-
to-date
6. Monitor the effectiveness of the risk control measures and take prompt additional
action where needed
Page 45 of 253

3. You must have a working knowledge and understanding of the types of hazards
involving processes, tools, equipment and materials that are likely to be met whilst
carrying out the maintenance of plant and equipment
4. You must have a working knowledge and understanding of the safety assessment
methods and techniques to be used
5. You must have a working knowledge and understanding of the actions to minimise risk
from hazards
6. You must have a working knowledge and understanding of the safety reporting
procedures and documentation for your working environment
regard to the reporting lines and procedures for your working environment
Page 46 of 253
NOS Title: PEM NOS 11: Work Safely, Minimise Risk and Comply with
Emergency Procedures
Overview: This unit is about your competence in working safely, dealing with
risks by taking action to minimise the risks and where necessary
complying with the emergency procedures. You will be following
your organisations safe working practices at all times. This unit is
disciplines.

Work safely, minimise risk and comply with emergency
procedures
THEY APPLY TO YOU.
an overall risk control strategy which has been developed by
safety specialists and which includes detailed criteria for
identifying risks together with clearly defined procedures for
action which must be followed. In some cases, you may be
expected to refer to others for final authorisations, even though
decisions
2. The types of contingencies, i.e. accidents and incidents by their
very nature are unexpected but the company risk control strategy
sets out the responses that you should follow in order to limit risks
arising
3. The actions to be taken could include:
Isolation of hazard/containment
Stopping activities
Reporting to appropriate person
Restriction of others exposure to hazard
Implementation of alarm and evacuation procedures to
assembly point

you are able to:
Page 47 of 253

required detail
7.06) which was originally designated CO2.
appropriate

3. You must have a working knowledge and understanding of First Aid procedures. This
should include the sources of competent assistance including the location of local first-
aid facilities and first-aiders and systems for alerting relevant professional authorities
4. You must have a working knowledge and understanding of the evacuation procedures.
This should include what the procedures for shutdown and evacuation are, and where
information on shutdown and evacuation procedures can be obtained
5. You must have a working knowledge and understanding of contingency reporting
documentation and systems relevant to the procedures at the workplace. This could
be expected to include local or company reporting procedures for near misses or
accidents
Page 48 of 253
NOS Title: PEM NOS 12: Contribute to Effective Working

Relationships
Overview: This unit is about your competence in developing and maintaining
effective working relationships with others. This may include
colleagues, supervisors and visitors and may be frequent or
infrequent. Both oral and written methods will be used. This unit is
disciplines.

Contribute to effective working relationships
THEY APPLY TO YOU.
Scope/range: 1. The groups of people with which relationships should be
maintained. Working relationships need to be fostered with other
people with whom you come into contact as part of your work role
either on a frequent or regular basis, or occasionally only. Typical
relationships could be with:
Those for whom you have responsibility
Clients
Other disciplines
Security/safety personnel
Those to whom you are responsible
Colleagues
Suppliers
2. Effective working relations require communication with others.
This could include:
Formal/informal
Written
Oral
Examples could include:
Tool box talks
Safety feedback
Complaints
Appraisals/performance reviews
Inductions
Production loop
Liaison between training and workplace contacts
Page 49 of 253


you are able to:
required detail
8.02) which was originally designated CO1.
1. Establish and maintain productive working relationships
2. Deal with disagreements in an amicable and constructive way so that good
relationships are maintained
3. Keep others informed about work plans or activities which affect them
4. Seek assistance from others in a polite and courteous way without causing undue
disruption to normal work activities
5. Respond in a timely and positive way when others ask for help or information

1. You must have a working knowledge and understanding of how to create and maintain
working relationships, and why it is important to do so
2. You must have a working knowledge and understanding of what the types of problems
are that can affect relationships, and what actions can be taken to deal with specific
difficulties
3. You must have a working knowledge and understanding of what your own and others
responsibilities are with regards to lines of communication and responsibilities
Page 50 of 253
NOS Title: PEM NOS 13: Prepare Work Areas for Engineering
Activities
Overview: This unit is about your competence in preparing the work area in
order to carry out the maintenance of plant and equipment. You will
be involved in activities such as clearing materials and equipment
from the worksite, providing service supplies and completing
isolations. You will be following your organisations safe working
practices and working within the work permit procedures. This unit is
disciplines.

Prepare work areas for the maintenance of process engineering
plant and equipment
THEY APPLY TO YOU.
2. The type of work area to be prepared would include:
Chemicals manufacturing and petroleum sites
Controlled operational areas
Offshore installations
3. The type of work area preparations could involve ensuring that
the location and condition of work environments are appropriate
in terms of:
Layout
Security
Safety
Isolations (where relevant)
Accessibility
4. The type of work area protection and safety requirements will
take into account any hazards due to the particular working
conditions that could also include:
Working on access structures (scaffold)
At height
Inside systems and plant
Adverse weather conditions
Confined spaces
In shafts
Page 51 of 253


you are able to:
required detail
which was designated ECRS 4.11.
2. Ensure that the work environment is suitable for the work activities to be undertaken
3. Ensure that all necessary service supplies are connected and ready for use
4. Prepare the work areas so that they are ready for the engineering activities to be
carried out
6. Report the completion of preparations in line with organisational procedures
cannot be resolved
Page 52 of 253

3. You must have a working knowledge and understanding of what the work area
preparation requirements and methods are. This could be expected to include the
location and whether condition of work environments are appropriate in terms of layout,
accessibility, isolations, safety and security
4. You must have a working knowledge of the potential problems and consequences of
not preparing work areas correctly in relation to hazards which may occur
5. You must have a working knowledge and understanding of the connection and
operation of the applicable supply services and connection procedures related to the
equipment relevant to the industry, including pneumatic, electrical and hydraulic tools
Page 53 of 253
NOS Title: PEM NOS 14: Carry Out Planned Maintenance Procedures
on Electrical Process Plant and Equipment
Overview: This unit is about your competence in maintaining electrical
equipment in line with the manufacturers and organisational
practices and procedures. You will be required to complete the
maintenance procedures in a timely manner, follow procedures and
complete the appropriate documentation. You will be following your
organisations safe working practices and working within the work
permit procedures.

Carry out planned maintenance procedures on electrical process
plant and equipment
THEY APPLY TO YOU.
responsible for ensuring the maintenance procedures are carried
out safely by following company defined procedures. You will be
accountable for the integrity of the work and ensuring the work is
recorded in a formal manner. Authorisation for proceeding with
the work will be given by authorised signatories within the Permit
to Work system
2. The plant or equipment to be maintained could include:
Rotating equipment and tools
Protection methods
Electrical distribution systems
3. The maintenance procedures and activities to be followed are
fully defined within the company maintenance procedures.
Typical procedures could include:
Tightening of connections
Checking outputs
Replacement of regularly changed lifed components (lamps,
bulbs, indicators, etc.)
Checking and adjusting movements/components
Inspection for damage/wear/corrosion movement
Replacement of worn/damaged/corroded components
Cleaning
The quality standards and accuracy to be achieved are as set
down in QA and QC specifications
Page 54 of 253


statement
need

you are able to:
required detail
Previous Adapted from Unit E2.1 of Process Engineering Maintenance NOS
Page 55 of 253
2. Follow the relevant maintenance schedules to carry out the required work
3. Carry out the maintenance activities within the limits of your personal authority
4. Carry out the maintenance activities in the specified sequence and in an agreed time
scale
5. Report any instances where the maintenance activities cannot be fully met or where
there are identified defects outside the planned schedule
6. Complete relevant maintenance records accurately and pass them on to the
appropriate person
7. Dispose of waste materials in accordance with safe working practices and approved
procedures

3. You must have an appreciation of the maintenance schedules and related
specifications to which you are expected to work. This could be expected to include:
authorisation procedures, product worksheets, tests, internal maintenance schedules,
safe working practices, methods statement, records, timescales
4. You must know which tools and equipment to use and how to use them safely
5. You must have a working knowledge of the maintenance methods and procedures
6. You must have an appreciation of maintenance records and documentation
procedures
7. You must have a working knowledge of your responsibilities for the care and control of
equipment that you use
8. You must have a working knowledge of maintenance authorisation procedures and
limits of responsibility and authority in line with company and manufacturers
procedures
9. You must have an appreciation of the appropriate methods and waste disposal
procedures in relation to legislation, regulation and procedures for waste segregation
Page 56 of 253
NOS Title: PEM NOS 15: Prepare Materials for the Maintenance of
Electrical Process Plant and Equipment
Overview: This unit is about your competence in preparing the materials in order
to carry out the maintenance of plant and equipment. You will be
required to check the quality and quantity of the selected materials,
determine how the materials should be prepared and report on
completion. You will be following your organisations safe working
practices at all times and working within the work permit procedures.

Prepare materials for the maintenance of electrical process plant
and equipment
THEY APPLY TO YOU.
2. The type and complexity of material preparations involve
standard treatments and/or require taking instrument readings for
analysis. Typical preparation could include:
Identification
Storage
Confirming alignment
Setting out
Cleaning
Protecting/preserving
Security
Precision measuring
Checking quality and quantity
Asset/product orientation
3. The types of materials could include materials and/or components
used in the engineering activity, including:
Conductors
Components
Test equipment
Spare parts
Page 57 of 253


statement
need

you are able to:
required detail
Page 58 of 253
2. Obtain the required materials and check them for quantity and quality
3. Determine how the materials need to be prepared
4. Carry out the preparations using suitable equipment
cannot be solved

3. You must have a working knowledge of how to identify the materials you are to use
and recognise defects in the quality of them
4. You must have a working knowledge of the types of handling and preparation methods
and techniques needed for different materials
6. You must have a working knowledge of what your responsibilities are for ensuring the
security of the tools and equipment and their control procedures that you use. This
could be expected to include: ingress protection ratings, portable appliance testing,
explosion protection rating equipment, heating and ventilation, corrosion, permit
systems
Page 59 of 253
NOS Title: PEM NOS 16: Prepare Process Plant and Equipment in
Support of Electrical Engineering Activities
Overview: This unit is about your competence in preparing electrical equipment
in order to carry out the maintenance of plant and equipment. You
will be required to obtain the equipment, ensure it in a safe condition
and advise the appropriate people. You will be following your
permit procedures.

Prepare process plant and equipment in support of electrical
engineering activities
THEY APPLY TO YOU.
2. The Equipment safety checks and inspections will be carried out
to ensure that there are no obvious faults present, in accordance
with company procedures
3. The types of equipment to be prepared could include:
Protective clothing/equipment
Lifting & handling equipment
Access structures (typically ladders, steps, trestles,
youngman boards, temporary staging, access hoists cherry
pickers)
Process equipment
Tools
Safety equipment/harnesses
Temporary electrical supplies
The types of equipment preparation could involve selection,
inspection, changing settings or the calibrating as well as routine
checks on its condition, operation, suitability and safety, in
compliance with company procedures
Page 60 of 253

statement
need

you are able to:
required detail
2. Obtain all the required equipment and ensure that it is in safe and usable condition
3. Carry out the necessary preparations to equipment in line with work requirements
cannot be solved
Page 61 of 253

3. You must have a working knowledge of equipment preparation methods and
procedures. This could be expected to include checking the working condition and
operation of standard equipment, including safety checks and inspections
4. You must have an appreciation of the types of equipment which may be used and
know how to use the equipment. This could be expected to include fixed (machine) and
or portable (hand or machine)
5. You must have an appreciation of what your responsibilities are for the equipment care
and control procedures. This could be expected to include ingress protection ratings,
explosion protection rating equipment, corrosion, portable appliance testing, heating
and ventilation and permit systems
Page 62 of 253
NOS Title: PEM NOS 17: Assemble Components of Electrical Process

Plant and Equipment
Overview: This unit is about your competence in assembling electrical
components. You will be required to follow instructions, ensure you
have the correct tools and equipment to complete the assembly and
deal with problems as they arise. You will be following your
permit procedures.

Assemble components of electrical process plant and equipment
Scope/range: 1. The level and extent of responsibility in the context of this
standard, extends to interpreting a specification, selecting and
applying appropriate methods and tests to achieve the best
possible result in the conditions applying. You will be accountable
for the integrity of the work site and ensuring the work is recorded
in a formal manner albeit you will be expected to refer to others.
Authorisation for proceeding with the work will be given by
authorised signatories within the Permit to Work system
2. The type and complexity of the assembly to be produced are of
one technology and/or are of a robust nature. There may be a
number/variety of connections to be made and these may be
easy to access or to achieve
3. The assembly methods and techniques to be used may require
the application of several different, sequential assembly
techniques relevant to the technologies of the asset. Typical
techniques could include:
Using threaded fasteners
Clamping
Connecting male/female connectors
Soldering
Sealing
Terminating cables/impulse lines
The assembly is made by following sequential procedures which
do not account for every stage involved and/or need to be
modified to achieve the results required
4. The typical assets/components could include:
Battery systems
Low voltage rotating equipment
Hand tools
Low voltage electrical distribution systems
5. The quality standards and accuracy to be achieved are as set
down in internal QA and QC specifications
Page 63 of 253


statement
need

you are able to:
required detail
Page 64 of 253
2. Follow the relevant instructions, assembly drawings and any other specifications
3. Ensure that the specified components are available and that they are in a usable
condition
4. Use the appropriate methods and techniques to assemble the components in their
correct positions
5. Secure the components using the specified connectors and securing devices
6. Check the completed assembly to ensure that all operations have been completed and
the finished assembly meets the required specification
cannot be solved

3. You must have an appreciation of assembly drawings and related specifications
5. You must have an appreciation of which assembly methods and techniques can be
used for fitting components together. Also, why the order of fitting components affects
efficiency and cost effectiveness and how standard practices can be modified to
influence these
6. You must have working knowledge of the quality control procedures and recognition of
assembly defects. This should include when confirmation tests should be undertaken,
what the types of confirmation test are that should be undertaken for different assets
and how should they be applied in line with company procedures
7. You must have an appreciation of handling equipment and procedures. This could be
expected to include manual handling methods and procedures
8. You must have working knowledge of the equipment preparation methods and
procedures in relation to checking the working condition and operation of standard
equipment, including safety checks and inspections
9. You must have an appreciation of what your responsibilities are for ensuring the care
and security of tools and equipment that you use
Page 65 of 253
NOS Title: PEM NOS 18: Remove Components from Electrical

Overview: This unit is about your competence in removing electrical
components. You will be required to identify, remove, check the
condition, mark and store for further use. You will be following your
permit procedures.

Remove components from electrical process plant and
equipment
standard, extends to working with a detailed specification,
varying techniques and activities and applying appropriate
methods to achieve the best possible result in the conditions
applying. You will be accountable for the integrity of the work site
and ensuring the work is recorded in a formal manner albeit you
will be expected to refer to others. Authorisation for proceeding
with the work will be given by authorised signatories within the
Permit to Work system
2. The Equipment to be worked on will be operational assets and
should include:
Protection methods
3. The type of components to be removed may be robust or fragile.
Robust components are those which are resistant to most forms
of damage or disruption during their working lives
Fragile components are those which are easily disrupted or
damaged. Damage or disruption could be due to physical,
chemical or other forces (e.g. Electro-magnetic)
Typical robust components could be:
Components of power/lighting transmission
Motors/components of motors
Components of process control systems
Heat exchangers
Components of electrical back-up systems
Typical fragile components could be:
Components of electrical circuit protectors
Electrical meter devices
Circuit boards
Safety/protection devices
Components of electrical panels
Page 66 of 253
4. Removal techniques or procedures to be followed

The components to be removed may require a sequential series
of steps to complete the removal. The component may be
difficult to access and may be surrounded by other fragile/valued
components and may need specialised tooling requirements.
Removal may involve more than 1 differing technologies and/or
involve a significant number of fragile components
The specifications to which a candidate would be expected to
work to could include:
Product worksheets
Technical drawings (components, assembly, general
arrangement, isometrics)
Method statements
Maintenance schedules
5. The removal operations will be simple. Simple removal of
components refers to situations where the component is quickly
and easily removed from its position. Typical examples could
include lifting out of plug-in components and undoing threaded
fasteners to release the component

An awareness of the existence, the scope and the background
to the content covered by the knowledge and understanding
statement
need
your interpretation and then to be able to apply it to your
situation

you are able to:
to your usual role in your expected working environments
needing only occasional recourse to reference materials
required detail
Page 67 of 253

Version: version February 2004. This unit is a contextualised version of a
unit produced by the OSC Eng Engineering Competence Standards
2. Establish, and where appropriate, mark component orientation for re-assembly
3. Ensure that any stored energy or substances are released safely and correctly
4. Remove the required components using approved tools and techniques
5. Take suitable precautions to prevent damage to components, tools and equipment
during removal
6. Check the condition of the removed components and record those that will require
replacing
7. Label and store the removed components in an appropriate location
8. Store or discard the removed components in accordance with approved procedures
9. Maintain documentation in accordance with organisational requirements

3. You must have an appreciation of the engineering drawings and related specifications
to which you will be expected to work, including: technical drawings (component,
assembly, general arrangements, isometrics, 1st and 3rd angle projections), method
statements and product worksheets, tolerances
4. You must have working knowledge of what the types of component removal methods
and techniques, i.e. isolations and connections, are that have to be made, and which
tools, equipment and methods can be used to remove specific components from
specific products/assets
5 You must know how to use the tools and equipment safely
6. You must have an appreciation of how to assess and identify the condition of removed
components
7. You must have working knowledge of how to label and store components for re-use
including the marking systems for specific components and connections
8. You must have an appreciation of how to dispose of unwanted components and
substances. This should include what substances could be released during the
removal of components, which risks are associated with the release of substances,
and where to access information on the environmental standards, including an
appreciation on COSHH, SEPA and company procedures
Page 68 of 253
Page 69 of 253
NOS Title: PEM NOS 19: Replace Components in Electrical Process

Plant and Equipment
Overview: This unit is about your competence in replacing components in
Electrical plant and equipment. You will be required to ensure the
replaced components meet the required specifications, protect them
from damage, replace using the appropriate tools and techniques
and making any final adjustments. You will be following your
permit procedures.

Replace components in electrical process plant and equipment
operational requirements, procedures and safe working practices
AS THEY APPLY TO YOU.
others or yourself to work in by following defined procedures.
for proceeding with the work will be given by authorized
signatories within the PTW system
2. Equipment to be worked on could include:
Protection methods
3. The type of components to be replaced may be robust or fragile.
of damage or disruption during their working lives. Fragile
components are those which are easily disrupted or damaged.
Damage or disruption could be due to physical, chemical or
other forces (e.g. Electro-magnetic). Typical robust components
could be:
Motors/Components of motors
Heat exchangers
Electrical metering devices
Circuit boards
Page 70 of 253
4. The assembly methods and techniques may require a sequential

series of steps to complete the removal. The component may
be difficult to access and may be surrounded by other
fragile/valued components and may need specialised tooling
requirements. The specifications to which a candidate would be
expected to work to could include:
Product worksheets
arrangement, isometrics).
Method statements
5. The assembly operations may be simple or complex. Simple
replacement of components refers to situations where the
component is quickly and easily removed from its position.
Typical examples could include lifting out of plug-in components
and undoing threaded fasteners to release the component.
Complex replacements refers to situations where the
components can only be replaced by disrupting the surrounding
areas e.g. by cutting or de-soldering and/or where replacement
of one component necessitates replacements of other
interacting components
down in the work specifications

you are able to:
required detail
unit produced from the OSC Eng Engineering Competence
Standards (ECS5.04) which was originally designated MPS Elec 6
Page 71 of 253
2. Obtain all the required components and ensure that they are in a suitable condition for
replacement and fit for purpose
3. Ensure that any replacement components used meet the required specification
4. Take adequate precautions to prevent damage to components, tools and equipment
during replacement
5. Replace the components in the correct sequence using appropriate tools and
techniques
6. Make any necessary settings or adjustments to the components to ensure they will
function correctly
cannot be solved

3. You must have a working knowledge and understanding of the engineering drawings
and related specifications to which you will be expected to work, including technical
drawings (component, assembly, general arrangements, isometrics, 1st and 3rd angle
projections), method statements and product worksheets, tolerances
4. You must have a working knowledge and understanding of the component
replacement methods and techniques including the types of reconnection that have to
be made, and which tools, equipment and methods can be used to replace specific
components in specific plant and equipment
5. You must know how to use the tools and equipment safely
6. You must have a working knowledge and understanding of handling equipment,
methods and techniques. This could be expected to include manual handling pressure
and thermal methods and techniques
are for the tool and equipment care and control procedures thereby ensuring the
security of tools and equipment that you use. This could be expected to include
ingress protection ratings, explosion protection rating, corrosion, portable appliance
testing, heating and ventilation and permit systems
Page 72 of 253
on Electrical Plant and Equipment
Overview: This unit is about your competence in maintaining electrical
finally complete the appropriate documentation. You will be following
your organisations safe working practices at all times and working
within the work permit procedures.

Carry out planned maintenance procedures on electrical plant
and equipment
THEY APPLY TO YOU.
the work will be given by authorised signatories within the PTW
system
Protection methods
Checking outputs
Replacement of regular changed lifed components (lamps,
bulbs, indicators etc.)
Inspection for damage/wear/corrosion/movement
Cleaning
The quality standards and accuracy to be achieved are as set
Page 73 of 253


you are able to:
required detail
which was originally designated ECS 5.01 which was originally
designed MPS Elec 3
scale
appropriate person
procedures
Page 74 of 253

3. You must have a working knowledge and understanding of the maintenance schedules
and related specifications to which you are expected to work. This could be expected
to include: authorisation procedures, product worksheets, tests, internal maintenance
schedules, safe working practices, method statements, records, timescales
5. You must have a working knowledge and understanding of which maintenance
methods and procedures are standard during maintenance and how they can be
modified to optimise the work
6. You must have a working knowledge and understanding of maintenance records and
documentation procedures
7. You must have a working knowledge and understanding of your responsibilities for the
care and control of equipment that you use
8. You must have a working knowledge and understanding of maintenance authorisation
procedures and limits of responsibility and authority in line with company and
manufacturers procedures
9. You must have a working knowledge and understanding of the appropriate methods
and waste disposal procedures in relation to legislation, regulation and procedures for
waste segregation
Page 75 of 253
NOS Title: PEM NOS 21: Deal with Variations and Defects in Electrical
Plant and Equipment
Overview: This unit is about your competence in identifying, assessing and
dealing with variations and defects in electrical products or assets.
The reporting of recommendations to the appropriate people will be
required. You will be following your organisations safe working

Deal with variations and defects in electrical plant and equipment
THEY APPLY TO YOU.
the work will be given by authorized signatories within the PTW
system
2. The assets or equipment to be maintained could include:
Protection methods
The type and complexity of defects will vary from severe damage
with the potential for immediate failure to minor damage.

you are able to:
required detail
Page 76 of 253

2. Identify defects with regard to the product or asset specification
3. Assess the defects and determine action required to return the products and assets to
specified condition
4. Report recommendations for action to the appropriate people promptly and in
accordance with organisational procedures
5. Record details of defects in accordance with quality assurance and control systems
and procedures

3. You must have a working knowledge and understanding of engineering drawings and
their related specifications. This should include the specifications to which you will be
expected to work, including technical drawings (component, assembly, general
arrangements, isometrics, 1st and 3rd angle projections), method statements and
product worksheets, tolerances
4. You must have a working knowledge and understanding of the identification of defects
in products and assets. This could include: observation and using all senses, fault
reports, maintenance logs, operations logs
5. You must have a working knowledge and understanding of the methods of dealing with
defects as defined by your company procedures
defects and variations and what factors determine the actions to be taken, and why it is
important to maintain records of the checks made and the assessments that result
from those checks, what information should be entered on those records and where
they should be kept
8. You must have a working knowledge and understanding of the Quality control systems
and documentation procedures that are specified by your company
Page 77 of 253
NOS Title: PEM NOS 22: Diagnose and Determine the Causes of
Faults in Electrical Plant and Equipment
Overview: This unit is about your competence in diagnosing and finding faults
within electrical plant and equipment. You will be required to select
the most appropriate fault finding technique and tools to locate the
fault and on completion notify the appropriate people. To record the
results you will follow company procedures and your organisations
safe working practices at all times and working within the work permit
procedures.

Diagnose and determine the causes of faults in electrical plant
and equipment
Scope/range: 1. The level and extent of responsibility extends to determination
and follow up of the information needed to support a clear and
accurate definition of the problem and the selection and analysis
of diagnostic procedures appropriate to the problem as identified.
In some cases, you may still be expected to refer to others for
final authorisations, even though you remain responsible for
identifying and implementing decisions.
2. The types of plant and equipment may be single or multiple
technology.
Typical plant and equipment could be:
Protection methods
Electrical distribution systems.
3. The type of fault finding techniques or procedures, diagnostic aids
and equipment could include:
Function testing
Comparison diagnosis
Substitution
Examination of failed components
Operational performance testing
Timed monitoring
Sectional isolation.
4. The type and range of problems and faults may arise from
environmental factors such as exposure to sudden temperature
changes and/or from human error and/or from materials that have
been used in or by the plant and equipment and/or from inherent
features of the product/asset such as design aspects, age, and/or
natural wear and tear.
5. The level and complexity of diagnosis can be achieved by
applying procedures which are formally specified or which are
Page 78 of 253
devised by the candidate in response to the symptoms of the

fault.
6. The record keeping systems and procedures to include:
Test results
Data sheets
Company procedures

you are able to:
required detail
designed MPS Elec 9.
Page 79 of 253
2. Review and use all relevant information on the symptoms and problems associated
with the products or assets
3. Investigate and establish the most likely causes of the faults
4. Select, use and apply diagnostic techniques, tools and aids to locate faults
5. Complete the fault diagnosis within the agreed time and inform the appropriate people
when this cannot be achieved
6. Determine the implications of the fault for other work and for safety considerations
7. Use the evidence gained to draw valid conclusions about the nature and probable
cause of the fault
8. Record details on the extent and location of the faults in an appropriate format

3. You must have a working knowledge and understanding of fault diagnostic aids. This
could be expected to include electrical test equipment, historical data and schematic
drawings
4. You must have a working knowledge and understanding of fault finding methods and
techniques this should include how to investigate problems, how to identify the extent
and location of problems and what to do when causes are difficult to find, and which
actions can be taken to deal with the fault
5. You must have a working knowledge and understanding of analysis method and
techniques. This could be expected to include historical data, comparison, and circuit
measurements
6 You must know which tools and equipment to use and how to use them safely
7. You must have a working knowledge and understanding of company procedures and
manufacturers guidelines for the operating and care of test equipment and control
procedures
8. You must have a working knowledge and understanding of assessing the likely risks
arising from faults such as fire, electric shock and damage to plant
9. You must have a working knowledge and understanding of maintenance reporting
documentation and control procedures and how descriptions should be presented, why
it is important to record results of the diagnosis, and why it is important to relay
conclusions on to others in a timespan appropriate to the nature of the problem
Page 80 of 253
NOS Title: PEM NOS 23: Prepare Equipment in Support of Electrical

Overview: This unit is about your competence in preparing equipment in order
required to obtain and prepare the electrical equipment including
making sure the safety arrangements are in place and report to the
appropriate authority when completed. You will be following your
permit procedures.

Prepare equipment in support of electrical engineering activities
THEY APPLY TO YOU.
Scope/range: 1. Level and extent of responsibility
In the context of this standard, responsibility extends to
determining and then implementing the preparations necessary
where specifications of requirements may be absent or
incomplete in some way. In some cases, you may still be
decisions.
2. Equipment safety checks
Equipment safety checks and inspections will be carried out to
ensure that there are no obvious faults present, in accordance
with company procedures.
3. Types of equipment to be prepared
Equipment to be prepared could include:
youngman boards, temporary staging, access hoists
cherry-pickers)
Process equipment
Tools
Temporary electrical supplies.
4. Types of equipment preparation
Equipment preparation could involve selection, inspection, changing
settings or the calibrating as well as routine checks on its condition,
operation, suitability and safety, in compliance with company
procedures.
Page 81 of 253


you are able to:
required detail
designated MPS Elec 14
cannot be solved
Page 82 of 253

3. You must have a working knowledge and understanding of equipment preparation
methods and procedures. This could be expected to include checking the working
condition and operation of standard equipment, including safety checks and
inspections
4. You must have a working knowledge and understanding of the types of equipment
which may be used and know how to use the equipment safely. This could be
expected to include fixed (machine) and or portable (hand or machine)
are for ensuring the security of tools and equipment that you use. This could be
expected to include ingress protection ratings, explosion protection rating equipment,
corrosion, portable appliance testing, heating and ventilation and permit systems
Page 83 of 253
Electrical Plant and Equipment
to carry out the maintenance of electrical plant and equipment. You
will be required to check the quality and quantity of the materials,
practices and working within the work permit procedures.

Prepare materials for the maintenance of electrical plant and
equipment
THEY APPLY TO YOU.
given by authorized signatories within the PTW system
Identification
Storage
Setting Out
Cleaning
Security
Precision measuring
Conductors
Sub Components
Test Equipment
Spare Parts
Page 84 of 253


you are able to:
required detail
designated MPS Elec 13
cannot be solved
Page 85 of 253

3. You must have a working knowledge and understanding of how to identify the
materials you are to use and recognise defects in the quality of them
4. You must have a working knowledge and understanding of the types of handling and
preparation methods and techniques needed for different materials
are for ensuring the security of the tools and equipment and their control procedures
that you use. This could be expected to include: ingress protection ratings, portable
appliance testing, explosion protection rating equipment, heating and ventilation,
corrosion, Permit Systems
Page 86 of 253
NOS Title: PEM NOS 25: Adjust Electrical Plant and Equipment to
Meet Operational Requirements
Overview: This unit is about your competence in adjusting Electrical equipment
in line with the manufacturers and organisations parameters. You will
be required to identify the equipment to be adjusted, carryout the
adjustment and complete the appropriate documentation. You will be
following your organisations safe working practices and working

Adjust electrical plant and equipment to meet operational
requirements
THEY APPLY TO YOU.
Scope/range: 1. The level and extent of responsibility extends to the interpretation
of a specification, selecting and verifying methods, procedures
and materials at his/her discretion to achieve the best possible
result in the conditions applying. In some cases, you may still be
decisions.
2. The type of equipment to be worked on could include
Protection methods
3. The type and complexity of adjustments to be made could include
Checking and adjusting movement
Inspection for movement and cleaning
The quality standards and accuracy to be achieved are as set down
in the work specifications.
Page 87 of 253


you are able to:
required detail
produced from the OSC Eng Engineering Competence Standards
(ECS 5.02) which was originally designated MPS Elec 4.
2. Follow the appropriate operating specifications for the equipment being maintained
3. Carry out adjustments within the limits of your personal authority
4. Make the required adjustments in the specified sequence and in an agreed time scale
5. Confirm that the adjusted equipment meets the required operating specification
6. Report any instances where the equipment fails to meet the required performance after
adjustments or where there are identified defects outside the required adjustments
Page 88 of 253

and related specifications. This should include where to access operating
requirements, and what the specified operating requirements are of specific assets,
including internal maintenance schedules
4. You must have a working knowledge and understanding of the maintenance methods
and procedures. This should include how different types of adjustment should be
made, how much time is allowed for different types of adjustment, which tools,
materials, and methods should be used for maintenance, and how to minimize
disruption to other activities
documentation procedures in line with company and manufacturers procedures
7. You must have a working knowledge and understanding of equipment operating and
care and control procedures of the equipment that you use
procedures and limits of your responsibility and authority in line with company and
regard to the reporting lines and procedures in your environment
Page 89 of 253
NOS Title: PEM NOS 26: Remove Components from Electrical Plant
and Equipment
Overview: This unit is about your competence in removing components from
electrical equipment using manufacturers procedures. You will be
required to ensure suitable precautions are taken to prevent the
escape of liquids or gases. Following removal, the components
should be labelled and stored according to organisational
procedures. You will be following your organisations safe working

Remove components from electrical plant and equipment
2. The equipment to be worked on includes:
Protection methods
of damage or disruption during their working lives.
chemical or other forces (e.g. Electro-magnetic).
Heat Exchangers
Circuit boards
Page 90 of 253
4. The removal techniques or procedures to be followed should

involve components to be removed that may require a
sequential series of steps to complete the removal. The
component may be difficult to access and may be surrounded by
other fragile/valued components and may need specialised
tooling requirements. Removal may involve more than 1 differing
technologies and/or involve a significant number of fragile
components.
Product worksheets
Method statements
Maintenance schedules.
5. The removal operations may be simple or complex. Simple
removal of components refers to situations where the
Complex removal refers to situations where the components can
only be removed by disrupting the surrounding areas e.g. by
cutting or de-soldering and/or where removal of one component
necessitates removal of other interacting components.

you are able to:
required detail
(ECS 5.03) which was originally designated MPS Elec 5.
Page 91 of 253
during removal
replacing

4. You must have a working knowledge and understanding of component removal
methods and techniques including what the types of isolations and connections are
that have to be made, and which tools, equipment and methods can be used to
remove specific components from specific plant and equipment
6. You must have a working knowledge and understanding of the identification of
component defects that have been removed
7. You must have a working knowledge and understanding of the labelling and storage of
components for re-use and what the available marking systems are for specific
components and connections
8. You must have a working knowledge and understanding of the disposal of unwanted
components and substances, this should include what substances could be released
during the removal of components, which risks are associated with the release of
substances, and where to access information on the environmental standards,
including an appreciation on COSHH, SEPA and company procedures
9. You must have a working knowledge and understanding of the tool and equipment
care and control procedures including what your responsibilities are for ensuring the
security of tools and equipment that you use
Page 92 of 253
NOS Title: PEM NOS 27: Replace Components in Electrical Plant and
Equipment
Electrical plant and equipment. You will be required to ensure the
permit procedures.

Replace components in electrical plant and equipment
2. Equipment to be worked on could include:
Protection methods
3. The type of components to be replaced may be robust or fragile.
other forces (e.g. Electro-magnetic). Typical robust components
could be:
Heat exchangers
Circuit boards
Page 93 of 253
4. The assembly methods and techniques may require a sequential

series of steps to complete the removal. The component may
be difficult to access and may be surrounded by other
fragile/valued components and may need specialised tooling
requirements. The specifications to which a candidate would be
expected to work to could include:
Product worksheets
Method statements
interacting components

you are able to:
required detail
Standards (ECS5.04) which was originally designated MPS Elec 6
Page 94 of 253
during replacement
techniques
function correctly
cannot be solved

6. You must have a working knowledge and understanding of handling equipment,
Page 95 of 253
NOS Title: PEM NOS 28: Determine the Feasibility of Repair of

Components from Electrical Plant and Equipment
Overview: This unit is about your competence in establishing and deviation
from the required tolerances and what action has to be taken to
bring the component back into service. You will be following your
permit procedures.

Determine the feasibility of repair of components from electrical
plant and equipment
2. The type of components to be repaired may be robust or fragile.
other forces (e.g. Electro-magnetic).
Heat exchangers
Components of process control systems.
Circuit boards
3. The type of repair to be made requires one or more techniques
to be applied depending upon its complexity. The techniques
are standard within the sector but may require some
modification to achieve the required result. The techniques may
relate to one or more technologies depending upon the
complexity of the repair.
Page 96 of 253
Typical repair techniques could include:

Re-aligning
Re-shaping by material removal
Re/soldering
Bonding
Replacing
4. The nature of repairs to be carried out may be simple or
complex. Simple repairs are those which can be easily achieved
using tools and techniques generally available and/or for which
clearly defined procedures exist and/or where the repair site is
easily accessed. Complex repairs are those which can only be
achieved using tools and techniques which have been specially
modified in some way to achieve the repair and/or where no pre-
defined procedures exist for effecting repair and/or where the
repair site is difficult to access.
down in the work specifications.
understanding: minimum
acceptable performance of a competent person undertaking your
role.
you are able to:
required detail
Standards (ECS 5.05) which was originally designated MPS Elec 17
Page 97 of 253
2. Follow the relevant specifications for the component to be repaired
3. Assess the amount and level of wear or damage to the component and determine what
work is required to bring the component back to the specified condition
4. Report on findings and conclusions on the feasibility and cost-effectiveness of repairs

3. You must have a working knowledge and understanding of the engineering
specifications to which you will be expected to work. This could be expected to include
product worksheets, method statements, manufacturers data sheets, maintenance
schedules, and technical drawings (components, assembly, general arrangement,
isometrics)
4. You must have a working knowledge and understanding of assessing the conditions of
components for re-use. This could be expected to include electrical integrity
5. You must have a working knowledge and understanding of determining the feasibility
and viability of repairs. This could be expected to include electrical integrity
6. You must have a working knowledge and understanding of component replacement
methods and techniques. This could be expected to include manufacturers data, and
sources of information
Page 98 of 253
NOS Title: PEM NOS 29: Interpret Detailed Electrical Information from
Technical Sources
Overview: This unit is about your competence in interpreting information from
drawings, diagrams and technical manuals. You will be required to
ensure the information is accurate, up to date and contains all the
data. You will also be required to identify and deal with any problems
that may arise.

Interpret detailed electrical information from technical sources
THEY APPLY TO YOU.
responsible for ensuring that the source information is obtained
from the latest version. In some cases you may be expected to
refer to others when checking the data even though you remain
responsible for the final product.
2. The complexity of technical detail could include:
Pneumatic schematics
Electrical schematics and single line diagrams
Hydraulic schematics
3. The technical problems and issues will vary from solving simple
single line diagrams to more complex drawings and specifications
provided by the manufacture.
4. The use and interpretation of information
5. The type and complexity of technical sources

you are able to:
required detail
Page 99 of 253

1. Use up-to-date, accurate and relevant information on technical requirements
2. Ensure that the information contains all essential data
3. Identify and interpret the required details
4. Identify and deal promptly and effectively with any problems occurring with the
requirements and their interpretation

1. You must have a working knowledge and understanding of the information and
document systems that relate to the maintenance of electrical plant and equipment
2. You must have a working knowledge and understanding of the document care and
control procedures in line with the company and manufactures procedures
3. You must have a working knowledge and understanding of the specification structure
and content
4. You must have a working knowledge and understanding of the conventions, symbols
and abbreviations as used within the oil and gas, chemicals manufacturing and
petroleum industries. This could include: British Standards, Codes of Practice,
International Standards, company specific, manufacture specific
5. You must have a working knowledge and understanding of the standards and
regulations that relate to the maintenance of electrical plant and equipment
Page 100 of 253

NOSTitle: PEM NOS 30: Read and Extract Information from Electrical
Engineering Drawing and Specifications
Overview: This unit is about your competence in extracting information from
technical drawings and publications prior to starting electrical
maintenance work.

Read and extract information from electrical engineering drawing
and specifications
THEY APPLY TO YOU.
Scope/range: 1. The level and extent of responsibility you have for ensuring that
the information is sourced from the latest version of the drawings
and specifications.
2. The type and complexity of drawings and specifications could be:
Electrical schematics and single line diagrams
3. The information to be extracted will relate to the maintenance and
repair of plant and equipment normally used within the oil and
gas, chemicals manufacturing and petroleum industries.

you are able to:
required detail
Standards which was originally designated ECS 1.13
Page 101 of 253

1. Use the approved source to obtain the required drawings and specifications
2. Correctly interpret the drawings and specifications
3. Identify, extract and interpret the required information
4. Use the information obtained to ensure that work output meets the specification
5. Deal promptly and effectively with any problems within your control and report those
which cannot be solved
6. Report any inaccuracies or discrepancies in drawings and specification

documentation systems that relate to the maintenance of plant and equipment
2. You must have a working knowledge and understanding of the currently used types of
engineering drawing and specifications. This could include: schematic diagrams, as-
built drawings, manufacturers specifications, processing and instrumentation diagrams
(P&IDs)
and abbreviations used within your company. This could include: British Standard,
Codes of Practice, company specific, International Standards
4. You must have a working knowledge and understanding of the sources of information
available to you
5. You must have a working knowledge and understanding of the identification and
selection of data, this should ensure that the data is current and relevant to the location
control procedures that are specified by the company
Page 102 of 253

NOS Title: PEM NOS 31: Identify and Suggest Improvements to

Working Practices and Procedures on Electrical Plant and
Equipment
Overview: This unit is about your competence in identifying and suggesting
improvements. You will be required to collect and assess information
on current practices and suggest opportunities for improvement by
following agreed company procedures.

Identify and suggest improvements to working practices and
procedures on electrical plant and equipment
THEY APPLY TO YOU.
Scope/range: 1. The engineering activities will be within your own area expertise
and contained within the oil and gas, chemicals manufacture and
petroleum industries.
2. The complexity of activities will be those processes and systems
on which the maintenance activities are being conducted.
3. The type and range of improvements to be identified will involve
the changes to existing procedures and processes covering
safety, quality, time and cost.
4. The methods for identifying improvements may include use of
senses, discussions at tool box talks and own work practices.
5. The presentation techniques will be in line with company
procedures.

you are able to:
required detail
Page 103 of 253


which was originally designated ECS 1.23
1. Take into consideration health and safety and other relevant regulations and guidelines
2. Collect information and feedback on current working practices and procedures
3. Assess current working practices and procedures against agreed standards
4. Identify opportunities for improving working practices and procedures
5. Make suggestions for improvements that are realistic and which indicate the benefits
that might be achieved
6. Ensure that suggested improvements meet organisational requirements
7. Present suggestions for improvements in accordance with organisational procedures
8. Contribute to discussions about work practices and quality

that are available from the: company records, company procedures, clients, personal
experience, tool box talks
4. You must have a working knowledge and understanding of work improvement methods
and techniques that are set by your company
5. You must have a working knowledge and understanding of organisational structure,
improvement systems and procedures that are set by your company
6. You must have a working knowledge and understanding of presentation of information
as described by the company procedures
7. You must have a working knowledge and understanding of the working relationships
taking account of the organisation structure, the individuals and any external influences
Page 104 of 253

NOS Title: PEM NOS 32: Establish that an Electrical Engineering

Process has been Completed to Specification
Overview: This unit is about your competence in ensuring that the work has
been completed to company and or manufacturers standards.

Establish that an electrical engineering maintenance process has
been completed to specification
THEY APPLY TO YOU.
Scope/range: 1. The level and extent of responsibility extends to dismantling the
asset to a specified degree but you may alter and/or vary the
sequence of actions and techniques followed at your discretion to
achieve the best possible result in the conditions applying. In
some cases, you may still be expected to refer to others for final
authorisations, even though you remain responsible for identifying
and implementing decisions.
2. The type of products or assets to be checked is electrical plant
and equipment related to engineering construction work. This
would include:
Protection methods
3. The inspection, test and record-keeping procedures to be followed
are as set out in internal QA and QC procedures.
4. The aspects, characteristics and complexity of checks to be made
are as set down in manufacturers guidelines and procedures and
will include ensuring compliance with relevant international
standards, equipment manufacturer specifications, HSE, company
procedures, the Electricity at Work regulations and BS 7671. The
type of checks made will depend on the engineering process
carried out which may include:
Dismantling
Assembly
Positioning and installation
Repair of components
Removal and replacement of components
Adjustment
Planned maintenance activities testing
5. The quality standards and accuracy are as set down in work
specifications.
Page 105 of 253



you are able to:
required detail
unit produced from the OSCEng Engineering Competence Standards
(ECS 6.01) which was originally designated MPS Elec 20
1. Work safely at all times, complying with health and safety and other relevant regulations
and guidelines
2. Follow and make appropriate use of the specifications for the product or asset being
checked
3. Use all the correct tools and inspection equipment and check that they are in usable
condition
4. Carry out the checks in an appropriate sequence using approved methods and
procedures
5. Identify and assess any defects or variations from the specification and take appropriate
action
6. Report completion of compliance activities in line with organisational procedures
Page 106 of 253


1. You must have a working knowledge and understanding of what your responsibilities are
in respect of Health, Safety and Environment. This should include the limits of your
3. You must have a working knowledge and understanding of the Engineering drawings
4. You must have a working knowledge and understanding of how to make an adequate
check of compliance against criteria. This could be expected to include ex equipment
and data sheets, commissioning procedures, manufacturers data and local procedures.
5. You must have a working knowledge and understanding of Identification of defects in
plant and equipment. This should include what the typical defects and variations are that
arise and how to identify them
6. You must have a working knowledge and understanding of quality control systems and
documentation procedures. This should include how defects and variations should be
dealt with and what factors determine the actions to be taken, and why it is important to
maintain records of the checks made and the assessments that result from those
checks, what information should be entered on those records and where they should be
kept
7. You must have a working knowledge and understanding of the case of inspection
equipment and control procedures. This should include what your responsibilities are for
ensuring the security of tools and equipment that you use. This could be expected to
include ingress protection ratings, explosion protection equipment, corrosion, portable
appliance testing, heating and ventilation and permit systems
Page 107 of 253

NOS Title: PEM NOS 33: Test the Performance and Condition of
Overview: This unit is about your competence in testing Electrical plant and
equipment. You will be expected to refer to manufacturers manuals
and follow your company procedures.

Test the performance and condition of electrical plant and
equipment
a detailed specification and following clearly defined procedures.
final authorisation, even though you remain responsible for
2. The typical plant and equipment which are likely to be tested
could include:
Protection methods
3. The type of tools and test equipment to be used
Electrical test equipment
Hand tools
Load banks
4. Type and complexity of tests to be carried out
The tests to be applied are clearly defined and are appropriate
for the engineering product. Detailed procedures and
specifications define the set up and conduct of the tests and the
interpretation of test results.
Aspects for which the product is likely to be tested could include:
Operating conditions
Output
Safety limits
Transmission
Rotation
Noise
Resistance
Continuity
Speed
Vibration
Coating/Insulation/protection
Page 108 of 253

Typical products/assets that are likely to be tested could include:

Protection methods
Electrical distribution systems.

you are able to:
required detail
Standards (ECS 6.02) which was originally designated MPS Elec 18
2. Follow the appropriate procedures for use of tools and equipment to carry out the
required tests
3. Set up and carry out the tests using the correct procedures and within agreed
timescales
4. Record the results of the tests in the appropriate format
5. Review the results and carry out further tests if necessary
Page 109 of 253


3. You must have a working knowledge and understanding of engineering test
specifications. This could be expected to include the latest manufacturers data sheets
and test specifications for specific equipment
4. You must have a working knowledge and understanding of different types of test
equipment and their applications and how to use them safely
5. You must have a working knowledge and understanding of the calibration of equipment
and authorisation procedures. This should include how to ensure that test equipment is
set up and calibrated correctly
6. You must have a working knowledge and understanding of testing methods and
procedures. This could be expected to include which tests relate to different aspects of
performance and conditions specifications, which procedures are followed in different
testing contexts, and what the normal timescales are for conducting tests, including
individual company procedures
7. You must have a working knowledge and understanding of analysis methods and
techniques. This could be expected to include what data is provided from tests and
which methods can verify data, why it is important to be sure about the reliability,
validity and completeness of data before analysis begins, and which analysis methods
and procedures can be applied to test results
8. You must have a working knowledge and understanding of environmental controls
relating to testing, including company HSE policy
9. You must have a working knowledge and understanding of the test reporting
documentation and procedures. This should include what the formats are for recording
the test procedures and results in line with individual company procedures
Page 110 of 253

NOS Title: PEM NOS 34: Monitor the Performance and Condition of
Overview: This unit is about your competence in completing performance
condition monitoring on operational and static Electrical plant and
equipment. You will be required to set-up, monitor and record the
results in accordance with company procedures. You will be following

Monitor the performance and condition of electrical plant and
equipment
Scope/range: 1. The level and extent of responsibility extends to selecting and
modifying methods at your discretion to optimise the
effectiveness of the monitoring and assessment undertaken in the
conditions applying. In some cases, you may still be expected to
refer to others for final authorisations, even though you remain
responsible for identifying and implementing decisions.
2. The types of assets to be monitored involve multiple technologies
or are of a single technology interacting with other plant and
equipment in a dynamic manner.
Typical assets could be:
Protection methods
3. The monitoring methods and equipment to be used may need to
be customised to suit the conditions applying.
Typical monitoring methods could include:
Inspection of assets
Taking instrument readings
Sampling/analysing/reviewing outputs
Checking documentary information
4. The monitoring conditions or operating environment may be
normal operating environments which are complex by virtue of
access problems and/or the likelihood of disruption to the
monitoring process. Conditions may also be abnormal as a result
of unusual hazards being present or non-standard demands
placed on the operation of the assets.
5. The complexity of monitoring to be carried out would include
motor tests as advised by company procedures, including:
Temperature monitoring
Vibration
Page 111 of 253

Current readings
Run down and up time.

you are able to:
required detail
2. Correctly set up and check/calibrate the equipment required for the monitoring being
carried out
3. Carry out the monitoring activities effectively with minimum disruption to normal
activities
4. Record and review the outcomes and take appropriate actions
Page 112 of 253


3. You must have a working knowledge and understanding of the performance
requirements of plant and equipment. This could be expected to include
manufacturers and company specifications on performance requirements
4. You must have a working knowledge and understanding of the monitoring methods
and procedures for plant and equipment and which data is required to make decisions
5. You must have a working knowledge and understanding of the importance of the need
for equipment calibration and authorisation procedures including ensuring that the
monitoring equipment is set up and calibrated correctly
6. You must have a working knowledge and understanding of monitoring equipment
setting, operating and care and control procedures. The types of disruption which can
occur during monitoring, and how to minimize different types of disruption
7. You must have a working knowledge and understanding of the formats for recording
and monitoring results in line with company procedures
Page 113 of 253

NOS Title: PEM NOS 35: Assess the Performance and Condition of
Overview: This unit is about your competence in assessing the performance
and condition of electrical plant and equipment using all available
sources of information. You will be required to check that your have
all the necessary data, complete the assessment and analyse the
results by comparing with norms and previous records. To record the
procedures.

Assess the performance and condition of electrical plant and
equipment
2. The types of assets to be assessed involve multiple technologies
Protection methods
3. The type of data to be analysed covers:
Vibration
Temperature
Current
Voltage
4. The analysis methods to be used covers:
Comparison to manufacturers specification
Historical
Maintenance records
Trend analysis
5. The complexity of monitoring information to be used could include
motor, plant or equipment tests as advised by company
procedures. The information gained will vary in complexity and
depend on the assessment being carried out. The information
gathered will be used in various ways as dictated by the test or
company procedures.
Page 114 of 253



you are able to:
required detail
2. Ensure that you have the necessary test data on which to conduct the assessment
3. Carry out the assessment using all relevant data and valid methods
4. Check that the assessment provides clear and accurate information
5. Compare current performances and condition data with that from previous
assessments
6. Identify and report the implications arising from the assessments
7. Record the results of the assessments in the appropriate format
Page 115 of 253


test specifications including manufacturers and company specifications
4. You must have a working knowledge and understanding of the equipment monitoring
methods and procedures including the types of data provided from monitoring, which
methods can verify data and why it is important to do so
5. You must have a working knowledge and understanding of the assessment methods
and techniques for specific data and plant and equipment, and the factors that have to
be taken into account when assessing performance of specific plant and equipment
6. You must have a working knowledge and understanding of the reporting
documentation and control procedures including how to present results of the
assessment, and who should receive the results and implications of assessments
Page 116 of 253

NOS Title: PEM NOS 36: Inspect Electrical Plant and Equipment
Overview: This unit is about your competence in completing checks on
electrical plant and equipment. You will be required to complete the
checks following your company procedures. The checks may be
routine or non routine in nature. To record the results you will follow
company procedures and your organisations safe working practices
at all times and working within the work permit procedures.

Inspect electrical plant and equipment
effectiveness of the monitoring and assessment undertaken in
the conditions applying. In some cases, you may still be
decisions
2. The type of products to be inspected involves multiple
technology or is of a single technology interacting with other
assets in a dynamic manner.
Protection methods
3. The aspects, characteristics and complexity of checks are as set
down in manufacturers guidelines and procedures and will
include ensuring compliance with relevant international
standards, equipment manufacturer specifications, HSE,
company procedures, the Electricity at Work regulations and BS
7671. The type of checks made will depend on the engineering
process carried out which may include:
4. The inspection methods and techniques and type of equipment
to be used are as set out in internal QA and QC procedures.
down in work specifications.
Page 117 of 253



you are able to:
required detail
Standards which was originally designated ECS 6.06
2. Follow the correct specification for the product or equipment being inspected
3. Use the correct equipment to carry out the inspection
4. Identify and confirm the inspection checks to be made and acceptance criteria to be
used
5. Carry out all required inspections as specified
6. Identify any defects or variations from the specification
7. Record the results of the inspection in the appropriate format
cannot be solved
Page 118 of 253


and related specifications to which you will be expected to work. This will include
technical drawings (component, assembly, general arrangements, isometrics 1st and
3rd angle projections) method statements and product worksheets, tolerances
4. You must have a working knowledge and understanding of the inspection methods and
techniques that are approved by the company and know how to use any inspection
equipment safely
5. You must have a working knowledge and understanding of calibration of equipment
and authorisation procedures that are approved by the company. This should include
the procedure for recertification and how to interpret the calibration certificate
6. You must have a working knowledge and understanding of the inspection equipment
care and control procedures that are approved by the company. This should include
storage, both in situ and transit, and the checking of calibration certificates
7. You must have a working knowledge and understanding for the identification of defects
in products, equipment or systems. This should include what the typical defects are
that arise and how to identify them, typical examples are: weathering, wear and tear,
corrosion
8. You must have a working knowledge and understanding of the quality control systems
and documentation procedures This should include how defects and variations should
be dealt with and what factors determine the actions to be taken, and why it is
they should be kept
9. You must have a working knowledge and understanding of the reporting lines and
procedures in your working environment
Page 119 of 253

on Instrument and Control Plant and Equipment
Overview: This unit is about your competence in maintaining instrument and
control equipment in line with the manufacturers and organisational
permit procedures.

Carry out planned maintenance procedures on instrument and
control plant and equipment
THEY APPLY TO YOU.
to Work system
Level transmitters
Flow transmitters
Pressure transmitters
Temperature transmitters
Adjusting to within tolerances
Checking outputs
Replacement of worn damaged components
Cleaning
Page 120 of 253



statement
need

you are able to:
required detail
Previous Adapted from Unit I2.1 of Process Engineering Maintenance NOS
Page 121 of 253

scale
appropriate person
procedures

safe working practices, methods statement, records and timescales
procedures
procedures
Page 122 of 253

Instrument and Control Process Plant and Equipment
to carry out the maintenance of instrument and control plant and
equipment. You will be required to check the quality and quantity of
the selected materials, determine how the materials should be
prepared and report on completion. You will be following your
organisations safe working practices at all times and working within
the work permit procedures.

Prepare materials for the maintenance of instrument and control
process plant and equipment
THEY APPLY TO YOU.
Identification
Storage
Setting out
Cleaning
Security
Precision measuring
Final control transmitters
Components
Test equipment
Spare parts
Page 123 of 253



statement
need

you are able to:
required detail
Page 124 of 253

cannot be solved

3. You must have an appreciation of how to identify the materials you are to use and
recognise defects in the quality of them
security of the tools and equipment and their control procedures that you use
Page 125 of 253

Support of Instrument and Control Engineering Activities
to carry out the maintenance of instrument and control plant and
equipment. You will be required to obtain the equipment, ensure it in
a safe condition and advise the appropriate people. You will be

Prepare process plant and equipment in support of instrument
and control engineering activities
THEY APPLY TO YOU.
youngman boards, temporary staging, access hoists cherry
pickers)
Process equipment
Tools
Temporary electrical supplies
4. The types of equipment preparation could involve selection,
Page 126 of 253



statement
need

you are able to:
required detail
Page 127 of 253

cannot be solved

know how to use the equipment safely. This could be expected to include fixed
(machine) and or portable (hand or machine)
Page 128 of 253

NOS Title: PEM NOS 40: Assemble Components of Instrument and

Control Process Plant and Equipment
Overview: This unit is about your competence in assembling instrument and
control components. You will be required to follow instructions,
ensure you have the correct tools and equipment to complete the
assembly and deal with problems as they arise. You will be following
work permit procedures.

Assemble components of instrument and control process plant
and equipment
possible result in the conditions applying. You will be accountable
for the integrity of the work site and ensuring the work is recorded
in a formal manner albeit you will be expected to refer to others.
Authorisation for proceeding with the work will be given by
authorised signatories within the Permit to Work system
Clamping
Soldering
Sealing
Battery systems
Final control elements
Hand tools
Analysers
Page 129 of 253



statement
need

you are able to:
required detail
Page 130 of 253

condition
correct positions
cannot be solved

5. You must have an appreciation of which assembly methods and techniques can be
used for fitting components together. Also, why the order of fitting components affects
efficiency and cost effectiveness and how standard practices can be modified to
influence these
6. You must have working knowledge of the quality control procedures and recognition of
Page 131 of 253

NOS Title: PEM NOS 41: Remove Components from Instrument and
Overview: This unit is about your competence in removing instrument and
control components. You will be required to identify, remove, check
the condition, mark and store for further use. You will be following

Remove components from instrument and control process plant
and equipment
standard, extends to working with a detailed specification, varying
techniques and activities and applying appropriate methods to
achieve the best possible result in the conditions applying. You
the work is recorded in a formal manner albeit you will be
expected to refer to others. Authorisation for proceeding with the
work will be given by authorised signatories within the PTW
system
2. The Equipment to be worked on will be operational plant and
equipment and should include:
Level transmitters
Flow transmitters
Pressure transmitters
Temperature transmitters
of damage or disruption during their working lives.
chemical or other forces (e.g. Electro-magnetic).
Motors
Control Panels
Mechanical linkages
Control Valves
Metering devices
Instrument Piping
Sub-components
Instrumentation and Control metering devices
Page 132 of 253

Circuit boards
Springs
Diaphragms
Components of Instrumentation and Control Panels
4. Removal techniques or procedures to be followed
The components to be removed may require a sequential series of
steps to complete the removal. The component may be difficult to
access and may be surrounded by other fragile/valued
involve a significant number of fragile components.
Product worksheets
arrangement, isometrics)
Method statements

statement
need

you are able to:
Page 133 of 253


required detail
during removal
replacing
Page 134 of 253


3. You must have an appreciation of engineering drawings and related specifications and
the specifications to which you will be expected to work, including technical drawings
(component, assembly, general arrangements, isometrics, 1st and 3rd angle
4. You must have working knowledge of what the types of component removal methods
components
7. You must have working knowledge of how to label and store components for re-use
Page 135 of 253

NOS Title: PEM NOS 42: Replace Components in Instrument and

Overview: This unit is about your competence you need to replace components
in instrument and control process plant and equipment using the
correct methods and techniques. You will be following your
your organisations work permits procedures.

Replace components in instrument and control process plant
and equipment
possible result in the conditions applying. You will be
accountable for the integrity of the work site and ensuring the
work is recorded in a formal manner albeit you will be expected
to refer to others. Authorisation for proceeding with the work will
be given by authorised signatories within the Permit to Work
system
2. The equipment to be worked on will be simple. This will require
the removal/replacement of components refers to situations
where the component is quickly and easily removed
from/replaced in its position. Typical examples could include
lifting out of plug-in components and undoing threaded fasteners
to release the component
3. The type of components to be replaced will be robust. Robust
components are those which are resistant to most forms of
damage or disruption during their working lives. Typical robust
components could be:
Metering devices
Motors
Mechanical linkages
Control Panels
Control Valves
a sequential series of steps to complete the removal. The
component may be difficult to access and may be surrounded by
other fragile/valued components and may need specialised
tooling requirements. The specifications to which a candidate
would be expected to work to could include:
Product worksheets
Page 136 of 253

Method statements
5. The assembly operations will be simple. Simple replacement of

statement
need
situation

you are able to:
required detail
Page 137 of 253

during replacement
techniques
function correctly
cannot be solved

4. You must have working knowledge of the component replacement methods and
techniques including the types of reconnection that have to be made, and which tools,
equipment and methods can be used to replace specific components in specific
products/assets
6. You must have working knowledge of handling e.g. methods and techniques. This
could be expected to include manual handling pressure and thermal methods and
techniques
7. You must have an appreciation of what your responsibilities are for ensuring the
security of tool and equipment care and control procedures that you use. This could
be expected to include ingress protection ratings, explosion protection rating,
Page 138 of 253

NOS Title: PEM NOS 43: Carry out Planned Maintenance Procedures
on Instrument and Control Systems
Overview: This unit is about your competence in maintaining instrument and
control equipment in line with the manufacturers and organisational

Carry out planned maintenance procedures on instrument and
control systems
system
Measurement Systems
Analysers, protection and detection devices
Control Systems
Checking outputs
Replacement of regularly changed lifed components
(lamps, bulbs, indicators etc.)
Inspection for damage/ wear/ corrosion/ movement
Cleaning
down in QA and QC specifications.
Page 139 of 253



you are able to:
required detail
Standards (ECS 5.01) which was originally designated MPS Inst 3.
scale
appropriate person
procedures
Page 140 of 253


schedules, safe working practices, method statement, records, timescales
waste segregation
Page 141 of 253

NOS Title: PEM NOS 44: Deal with Variations and Defects in
Instrument and Control Systems
dealing with variations and defects in instrument and control
products or assets. The reporting of recommendations to the
appropriate people will be required. You will be following your

Deal with variations and defects in instrument and control
systems
the work will be given by authorised signatories within the PTW
system
2. The assets or equipment to be maintained could include:
Measurement systems
Control systems
3. The type and complexity of defects will vary from severe
damage with the potential for immediate failure to minor
damage.

you are able to:
required detail
Page 142 of 253


specified condition
and procedures

arrangements, isometrics, 1st and 3rd angle projections), method statements and
product worksheets, tolerances
in products and assets. This could include: observation and using all senses, fault
reports, maintenance logs, operations logs
they should be kept
Page 143 of 253

Faults in Instrument and Control Systems
within instrument and control systems. You will be required to select
the most appropriate fault finding technique and tools to locate the
fault and on completion notify the appropriate people. To record the
procedures.

Diagnose and determine the causes of faults in instrument and
control systems
of diagnostic procedures appropriate to the problem as identified.
final authorisations, even though you remain responsible for
2. The type of systems investigated may be single or multiple
technology.
Typical systems could be:
Measurement systems
Control systems
3. The type of fault finding techniques or procedures, diagnostic aids
and equipment could include:
Function testing
Substitution
Timed monitoring
Sectional isolation
changes and/or from human error and/or from materials that have
been used in or by the systems and/or from inherent features of
the systems such as design aspects, age, and/or natural wear
and tear.
Page 144 of 253


fault.
Test results
Data sheets
Company procedures

you are able to:
required detail
Page 145 of 253

cause of the fault

could be expected to include electrical test equipment, historical data and schematic
drawings
measurements
procedures
conclusions on to others in a timespan appropriate to the nature of the problem
Page 146 of 253

NOS Title: PEM NOS 46: Prepare Equipment Required for

Maintaining Instrument and Control Systems
Overview: This unit is about your competence in preparing instrument and
control equipment in order to carry out the maintenance of systems.
You will be required to obtain and prepare the Instrument and
control equipment including making sure the safety arrangements
are in place and report to the appropriate authority when completed.
You will be following your organisations safe working practices and
working within the work permit procedures.

Prepare equipment required for maintaining instrument and
control systems
Scope/range: 1. The level and extent of responsibility extends to determining and
then implementing the preparations necessary where
specifications of requirements may be absent or incomplete in
some way. In some cases, you may still be expected to refer to
others for final authorisation, even though you remain
2. The equipment safety checks and inspections will be carried out
cherry-pickers)
Process equipment
Tools
Equipment preparation could involve selection, inspection,
changing settings or the calibrating as well as routine checks on
its condition, operation, suitability and safety, in compliance with
company procedures.
Typical preparation could include:
Identification
Addition of extra lifting points
Storage
Page 147 of 253

Development
Cleaning
Security
Precision measuring
Weight confirming/assessment
Setting out

you are able to:
required detail
Standards (ECS 2.13) which was originally designated Inst 13.
Page 148 of 253

cannot be solved

inspections
Page 149 of 253

NOS Title: PEM NOS 47: Prepare Materials Required for Maintaining
Overview: This unit is about your competence in preparing the materials in
order to carry out the maintenance of instrument and control
systems. You will be required to check the quality and quantity of
the materials, determine how the materials should be prepared and
report on completion. You will be following your organisations safe

Prepare materials required for maintaining instrument and
control systems
responsible for ensuring the preparations are carried out safely
by following company defined procedures. You will be
system
standard treatments and/or require taking instrument readings
for analysis. Typical preparation could include:
Identification
Storage
Setting out
Cleaning
Security
Precision measuring
3. The types of materials could include materials and/or
components used in the engineering activity, including:
Proprietary items (repair by replacement)
Spare Parts
Page 150 of 253



you are able to:
required detail
Standards (ECS 2.12) which was originally designated Inst 12.
cannot be solved
Page 151 of 253


that you use. This could be expected to include: ingress protection rating, portable
appliance testing, heating and ventilation, explosion protection rating equipment,
corrosion, Permit System
Page 152 of 253

NOS Title: PEM NOS 48: Adjust Instrument and Control Systems to
meet Operational Requirements
Overview: This unit is about your competence in adjusting instrument and
control equipment in line with the manufacturers and organisations
parameters. You will be required to identify the equipment to be
adjusted, carryout the adjustment and complete the appropriate
documentation. You will be following your organisations safe working

Adjust instrument and control systems to meet operational
requirements
THEY APPLY TO YOU.
decisions.
2. The type of equipment to be worked on could include:
Measurement systems
Control systems
3. The type and complexity of adjustments to be made could include
Replenishment of consumable
Safety checks
Checking outputs
Recording data
Cleaning
Inspection for damage/wear/corrosion/movement
Replacement of regularly changed life components
4. The quality standards and accuracy to be achieved are in
accordance with manufacturers guidelines and procedures and
relevant international standards
Page 153 of 253



you are able to:
required detail
(ECS 5.02) which was originally designated Inst 4.
4. Make the required adjustments in the specified sequence and in an agreed time scale
6. Report any instances where the equipment fails to meet the required performance after
adjustments or where there are identified defects outside the required adjustments
Page 154 of 253


materials, and methods should be used for maintenance, and how to minimize
Page 155 of 253

NOSTitle: PEM NOS 49: Remove Components from Instrument and

Control Systems
instrument and control equipment using manufacturers procedures.
You will be required to ensure suitable precautions are taken to
prevent the escape of liquids or gases. Following removal, the
components should be labelled and stored according to
organisational procedures. You will be following your organisations
safe working practices and working within the work permit
procedures.

Remove components from instrument and control systems
THEY APPLY TO YOU.
within the PTW system
Protection methods
Robust components are those that are resistant to most forms of
damage or disruption during their working lives. Fragile
components are those that are easily disrupted or damaged.
Damage or disruption could be due to physical, chemical or other
forces (e.g. Electro-magnetic).
Metering devices
Control panels
Mechanical linkages
Components of back-up systems
Motors
Control valves/governors
Components of gauges
Page 156 of 253

Components of metering devices

Components of motors
Components of analysing devices
Actuators
Seatings
Components of circuit/environmental protectors
Safety limit protection devices
Seals
Components of control panels
Springs
Diaphragms
Components of impulse systems
Electronic components
involve components to be removed that may require a sequential
series of steps to complete the removal. The component may be
involve a significant number of fragile components.
5. The specifications to which a candidate would be expected to
Product worksheets
Method statements
6. The removal operations for the component may be may be
Removal may involve more than one different technologies and/or
involve a significant number of fragile components

you are able to:
Page 157 of 253


required detail
(ECS 5.03) which was originally designated MPS Inst 5.
during removal
replacing
Page 158 of 253


remove specific components from specific systems
Page 159 of 253

NOSTitle: PEM NOS 50: Replace Components in Instrument and

Control Systems
Instrument and control systems. You will be required to ensure the
permit procedures.

Replace components in instrument and control systems
THEY APPLY TO YOU.
proceeding with the work will be given by authorized signatories
Protection methods
Metering devices
Control panels
Mechanical linkages
Motors
Page 160 of 253


Actuators
Seatings
Seals
Springs
Diaphragms
4. There are particular problems associated with the assembly
methods and techniques. This could relate to orientation, fragility
and locating requirements. The methods and techniques used
take account of this could include:
Using thread fasteners
Clamping
Installing springs
Soldering
Sealing
5. The Complexity of assembly operations may be simple or
complex. Simple replacement of components refers to situations
where the component is quickly and easily removed from its
position. Typical examples could include lifting out of plug-in
components and undoing threaded fasteners to release the
component. Complex replacements refers to situations where
the components can only be replaced by disrupting the
surrounding areas e.g. by cutting or de-soldering and/or where
replacement of one component necessitates replacements of
other interacting components.
Page 161 of 253



you are able to:
required detail
during replacement
techniques
function correctly
cannot be solved
Page 162 of 253


components in specific systems
6. You must have a working knowledge and understanding of Handling equipment,
Page 163 of 253


Components from Instrument and Control systems
Overview: This unit is about your competence in establishing and deviation from
the required tolerances and what action has to be taken to bring the
component back into service. You will be following your
permit procedures.

Determine the feasibility of repair of components from instrument
and control systems
THEY APPLY TO YOU.
Metering devices
Control panels
Mechanical linkages
Motors
Actuators
Seatings
Page 164 of 253

Seals
Springs
Diaphragms
3. The type of repair to be made requires one or more techniques to
be applied depending upon its complexity. The techniques are
standard within the sector but may require some modification to
achieve the required result. The techniques may relate to one or
more technologies depending upon the complexity of the repair.
Re-aligning
Bonding
Re-soldering
Re-sealing
4. The nature of repairs to be carried out may be simple or complex.
Simple repairs are those which can be easily achieved using tools
and techniques generally available and/or for which clearly
defined procedures exist and/or where the repair site is easily
accessed. Complex repairs are those which can only be achieved
using tools and techniques which have been specially modified in
some way to achieve the repair and/or where no pre-defined
procedures exist for effecting repair and/or where the repair site is
difficult to access.

you are able to:
required detail
Page 165 of 253



isometrics)
components for re-use. This could be expected to include electrical integrity
and viability of repairs. This could be expected to include Instrument and control
integrity
Page 166 of 253

NOS Title: PEM NOS 52: Interpret Detailed Instrument and Control
Information from Technical Sources
that may arise.

Interpret detailed instrument and control information from
technical sources
THEY APPLY TO YOU.
Instrument and Control Schematics and single line diagrams
you are able to:
required detail
Page 167 of 253



document systems that relate to the maintenance of Instrument and control systems
and content
regulations that relate to the maintenance of Instrument and control systems
Page 168 of 253

NOS Title: PEM NOS 53: Read and Extract Information from
Instrument and Control Engineering Drawings and
Specifications
technical drawings and publications prior to starting instrument and
control maintenance work.

Read and extract information from instrument and control
engineering drawings and specifications
THEY APPLY TO YOU.
Scope/range: 1. The level and extent of responsibility you have for ensuring the
information is sourced from the latest version of the drawings and
specifications.
Instrument and control schematics and single line diagrams
repair of systems normally used within the oil and gas, chemicals
manufacturing and petroleum industries
you are able to:
required detail
Page 169 of 253



documentation systems that relate to the maintenance of systems
(P&IDS)
Codes of Practice, International Standards, company specific
available to you
Page 170 of 253


Working Practices and Procedure Whilst Maintaining

procedure whilst maintaining instrument and control systems
THEY APPLY TO YOU.
procedures.
you are able to:
required detail
Page 171 of 253



Page 172 of 253

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

Establish that an instrument and control engineering
maintenance process has been completed to specification
sequence of actions and techniques followed at your discretion
to achieve the best possible result in the conditions applying. In
authorisations, even though you remain responsible for
2. The type of products or assets to be checked are Instrument and
control systems related to engineering work. This would include:
Engines
Transmissions systems
Power transmissions systems
Turbines
Mechanical/hydraulic systems/actuators
Fluid/gas transmission systems
3. The inspection, test and record-keeping procedures to be
followed are as set out in internal QA and QC procedures.
4. The aspects, characteristics and complexity of checks to be
made are as set down in manufacturers guidelines and
procedures and will include ensuring compliance with relevant
international standards, equipment manufacturer specifications,
HSE, company procedures, the Electricity at Work regulations
and BS 7671. The type of checks made will depend on the
engineering process carried out which may include:
Dismantling
Assembly
Adjustment
specifications
Page 173 of 253



you are able to:
required detail
1. Work safely at all times, complying with health and safety and other relevant regulations
and guidelines
checked
condition
procedures
5. Identify and assess any defects or variations from the specification and take appropriate
action
Page 174 of 253


1. You must have a working knowledge and understanding of what your responsibilities are
in respect of Health, Safety and Environment. This should include the limits of your
health and safety of others.
practices and procedures required within your work area.
3. You must have a working knowledge and understanding of the Engineering drawings
projections), method statements and product worksheets, tolerances.
and data sheets, commissioning procedures, manufacturers data and local procedures.
5. You must have a working knowledge and understanding of Identification of defects in
systems. This should include what the typical defects and variations are that arise and
how to identify them.
checks, what information should be entered on those records and where they should be
kept.
7. You must have a working knowledge and understanding of the case of inspection
equipment and control procedures. This should include what your responsibilities are for
appliance testing, heating and ventilation and permit systems.
regard to the reporting lines and procedures in your working environment.
Page 175 of 253

Overview: This unit is about your competence in testing instrument and control
systems. You will be expected to refer to manufacturers manuals

Test the performance and condition of instrument and control
systems
a detailed specification and following clearly defined procedures.
final authorisation, even though you remain responsible for
2. The typical Systems which are likely to be tested could include:
Measurement systems
Control systems
Electrical test equipment
Hand tools - fixed/portable
Machine tools fixed/portable
4. The type and complexity of tests to be carried out are clearly
defined and are appropriate for the engineering product.
Detailed procedures and specifications define the set up and
conduct of the tests and the interpretation of test results. The
testing and analytical techniques/procedures to be followed are
clearly defined and, although they may involve more than one
stage, full details on when and how to proceed through the
stages are available.
Page 176 of 253



you are able to:
required detail
required tests
timescales
Page 177 of 253


equipment and their applications and know how to use them safely
Page 178 of 253

condition monitoring on operational and static instrument and control
systems. You will be required to set-up, monitor and record the

Monitor the performance and condition of instrument and control
systems
2. The types of asset to be monitored involve multiple technology or
are of a single technology interacting with other assets in a
dynamic manner.
Measurement systems
Control systems
Analysing trends
Investigating abnormal characteristics
Researching historical data
Analysing/reviewing outputs
Comparison against norms
Page 179 of 253


Vibration monitoring
Current readings
Run down and up time

you are able to:
required detail
6.04) which was originally designated MPS Elec 7.
carried out
activities
Page 180 of 253


requirements of systems. This could be expected to include manufacturers and
company specifications on performance requirements
and procedures for systems and which data is required to make decisions
occur during monitoring, and how to minimise different types of disruption
Page 181 of 253

and condition of instrument and control systems using all available
sources of information. You will be required to check that you have
results by comparing with norms and previous records. To record
the results you will follow company procedures and your

Assess the performance and condition of instrument and control
systems
effectiveness of the monitoring and assessment undertaken in
the conditions applying. In some cases, you may still be
decisions.
2. The types of assets to be assessed involve multiple technology
or are of a single technology interacting with other assets in a
dynamic manner.
Measurement systems
Control systems
Vibration
Temperature
Current
Voltage
Historical
Maintenance records
Trend analysis
5. The complexity of monitoring information to be used could
include motor, plant or equipment tests as advised by company
company procedures.
Page 182 of 253



you are able to:
required detail
assessments
Page 183 of 253


and techniques for specific data and systems, and the factors that have to be taken
into account when assessing performance of specific systems
Page 184 of 253

NOS Title: PEM NOS 59: Inspect Instrument and Control Systems
Instrument and control systems. You will be required to complete the
checks following your company procedures. The checks may be

Inspect instrument and control systems
responsible for identifying and implementing decisions
2. The types of product to be inspected involve multiple technology
or are of a single technology interacting with other assets in a
dynamic manner.
Measurement systems
Control systems
standards, equipment manufacturer specifications and company
procedures. The type of checks made will depend on the
engineering process carried out which may include:
Dismantling
Assembly
Adjustment
Planned maintenance activities
4. The inspection methods and techniques and type of equipment to
be used are as set out in internal QA and QC procedures.
Page 185 of 253



you are able to:
required detail
used
cannot be solved
Page 186 of 253


3rd angle projections) method statements and product worksheets, tolerances
techniques that are approved by the company and how know to use any inspection
equipment safely
corrosion
and documentation procedures. This should include how defects and variations should
they should be kept
9. You must have a working knowledge and understanding of the reporting lines and
procedures in your working environment
Page 187 of 253

on Mechanical Process Plant and Equipment
Overview: This unit is about your competence in maintaining mechanical
permit procedures.

Carry out planned maintenance procedures on mechanical
process plant and equipment
THEY APPLY TO YOU.
to Work system
Pumps
Compressors
Valves
Process piping systems
Replenishing/checking levels of consumables
Tightening of fasteners
Checking tensions
Lubricating
Cleaning
The quality standards and accuracy to be achieved are as set down
in QA and QC specifications
Page 188 of 253



statement
need

you are able to:
required detail
Previous Adapted from Unit M2.1 of Process Engineering Maintenance NOS
Page 189 of 253

scale
appropriate person
procedures

safe working practices, methods statement, records, timescales
procedures
procedures
Page 190 of 253

Mechanical Process Plant and Equipment
required to check the quality and quantity of the selected materials,

Prepare materials for the maintenance of mechanical process
plant and equipment
THEY APPLY TO YOU.
Identification
Storage
Setting out
Cleaning
Security
Precision measuring
Weight confirming/assessing
Spare parts
Page 191 of 253


statement
need

you are able to:
required detail
cannot be solved
Page 192 of 253


3. You must have an appreciation of how to identify the materials you are to use and
recognise defects in the quality of them
security of the tools and equipment and their control procedures that you use
Page 193 of 253

Support of Mechanical Engineering Activities
Overview: This unit is about your competence in preparing mechanical
equipment in order to carry out the maintenance of plant and
equipment. You will be required to obtain the equipment, ensure it in
a safe condition and advise the appropriate people. You will be

Prepare process plant and equipment in support of mechanical
engineering activities
to Work system
cherry pickers)
Process equipment
Tools
4. The types of equipment preparation could involve selection,
Page 194 of 253



statement
need
situation

you are able to:
required detail
cannot be solved
Page 195 of 253


know how to use the equipment safely. This could be expected to include fixed
(machine) and or portable (hand or machine)
Page 196 of 253

NOS Title: PEM NOS 63: Assemble Components of Mechanical

Overview: This unit is about your competence in assembling mechanical
components. You will be required to follow instructions, ensure you
have the correct tools and equipment to complete the assembly and
deal with problems as they arise. You will be following your
permit procedures.

Assemble components of mechanical process plant and
equipment
system
Clamping
Jacking
Flange and clamp assemblies
Soldering
Applying pressure
Sealing
Levering
Page 197 of 253


Pumps
Process pipework
Hand tools
Valves
Prime Movers

statement
need
situation

you are able to:
required detail
Page 198 of 253

condition
correct positions
cannot be solved

5. You must have a working knowledge of which assembly methods and techniques can
be used for fitting components together. Also, why the order of fitting components
affects efficiency and cost effectiveness and how standard practices can be modified to
influence these
6. You must have an appreciation of the quality control procedures and recognition of
Page 199 of 253

NOS Title: PEM NOS 64: Remove Components from Mechanical

Overview: This unit is about your competence in removing mechanical
components. You will be required to identify, remove, check the
condition, mark and store for further use. You will be following your
permit procedures.

Remove components from mechanical process plant and
equipment
system
2. The equipment to be worked on will be operational assets and
could include:
Heat Exchangers
Pumps
Components of process systems
3. The type of components to be removed will be robust. Robust
damage or disruption during their working lives.
Components of engines
Actuators
Valves
Components of pumps
4. The removal techniques or procedures to be followed could
include:
Percussion
Pressure
Mechanical Strip
Thermal Techniques
Manual Handling
LOLER
Page 200 of 253


fasteners to release the component.

statement
need
situation

you are able to:
required detail
Page 201 of 253

during removal
replacing

the specifications to which you will be expected to work, including: technical drawings
4. You must have a working knowledge of what the types of component removal methods
components
7. You must have a working knowledge of how to label and store components for re-use
Page 202 of 253

NOS Title: PEM NOS 65: Replace Components in Mechanical

Overview: This unit is about the competence you need to replace components
in mechanical process plant and equipment using the correct
methods and techniques. You will be following your organisations
safe working practices at all times and working within your
organisations work permits procedures.

Replace components in mechanical process plant and
equipment
system
2. The Equipment to be worked on could include:
Heat Exchangers
Pumps
Engines
Components of Process Systems
3. The type of components to be replaced will be robust. Robust
damage or disruption during their working lives. Typical robust
components could be:
Components of mechanical/ pneumatic/hydraulic systems
Gaskets
Actuators/valves
Heat exchangers
Bearings
a sequential series of steps to complete the removal. The typical
assembly methods to which a candidate would be expected to
Hydraulic
Thermal
Manual Handling
Page 203 of 253

5. The complexity of assembly operations will be simple. Simple

and undoing threaded fasteners to release the component

statement
need
situation

you are able to:
required detail
Page 204 of 253

during replacement
techniques
function correctly
cannot be solved

4. You must have a working knowledge of the component replacement methods and
techniques including the types of reconnection that have to be made, and which tools,
equipment and methods can be used to replace specific components in specific
products/assets
6. You must have a working knowledge of handling methods and techniques. This could
be expected to include manual handling pressure and thermal methods and techniques
7. You must have an appreciation of what your responsibilities are for ensuring the
security of tool and equipment care and control procedures that you use. This could be
expected to include ingress protection ratings, explosion protection rating, corrosion,
portable appliance testing, heating and ventilation and permit systems
Page 205 of 253

on Mechanical Plant and Equipment
Overview: This unit is about your competence in maintaining mechanical

Carry out planned maintenance procedures on mechanical plant
and equipment
system
2. The plant or equipment to be maintained could involve more
than 1 technology and/or involve a significant number of
fragile/valued components.
Typical assets could include:
Prime Movers
Fluid Distribution Systems
Transmission System and Components
And may include:
Working within confined spaces
Working in hazard areas
Working at height/over water
Replenishment/checking levels of consumables
Tightening of connections/fasteners
Checking and adjusting mechanical/hydraulic/pneumatic
movements/components
Checking tensions
Replacement of regularly changed lifed components (filters,
charts, etc)
Page 206 of 253

Recording data
Inspection for damaged/wear/corrosion/ movement
Safety limit checks
Checking output
Cleaning
Lubricating
4. The quality standards and accuracy to be achieved need to be in
line with company procedures and manufacturers
recommendations.

you are able to:
required detail
Standards (ECS 5.01) which was originally designated MPS Mech
3.
Page 207 of 253

scale
appropriate person
procedures

schedules, safe working practices, methods statement, records, timescales
waste segregation
Page 208 of 253

NOS Title: PEM NOS 67: Deal with Variations and Defects in
Mechanical Plant and Equipment
dealing with variations and defects in mechanical products or
assets. The reporting of recommendations to the appropriate people
will be required. You will be following your organisations safe
working practices at all times and working within the work permit
procedures.

Deal with variations and defects in mechanical plant and
equipment
responsible for ensuring the maintenance procedures are
carried out safely by following company defined procedures. You
will be accountable for the integrity of the work and ensuring the
work is recorded in a formal manner. Authorisation for
proceeding with the work will be given by authorized signatories
2. The assets or equipment to be maintained could involve more
than 1 technology and/or involve a significant number of
fragile/valued components.
Prime mover
Fluid distribution systems
Transmission system and components
and may include:
Working within confined spaces
Working in hazardous areas
Working at height/over water
3. The type and complexity of defects will vary from severe
damage with the potential for immediate failure to minor damage
Page 209 of 253



you are able to:
required detail
Standards which was Originally Designated ECS 5.07
specified condition
and procedures
Page 210 of 253


arrangements, isometrics, 1st and 3rd angle projections), method statements, product
worksheets and tolerances
in products and assets. This could include: observation and using relevant senses,
fault reports, maintenance logs, operations logs
they should be kept
Page 211 of 253

Faults in Mechanical Plant and Equipment
within mechanical plant and equipment. You will be required to
select the most appropriate fault finding technique and tools to
locate the fault and on completion notify the appropriate people. To
record the results you will follow company procedures and your
organisations safe working practices at all times, and work within the

Diagnose and determine the causes of faults in mechanical plant
and equipment
of diagnostic procedures appropriate to the problem as
identified. In some cases, you may still be expected to refer to
others for final authorisations, even though you remain
2. The type of plant and equipment may be single or multiple
technology.
Protection methods
Fluid distribution systems.
3. The type of fault finding techniques or procedures, diagnostic
aids and equipment could include:
Function testing
Substitution
Timed monitoring
Sectional isolation
changes and/or from human error and/or from materials that
have been used in or by the plant and equipment and/or from
inherent features of the plant and equipment such as design
aspects, age, and/or natural wear and tear.
Page 212 of 253


fault.
Test results
Data sheets
Company procedures

you are able to:
required detail
Version: version February 2004. This unit is a contextualised version of an
Electrical unit produced by the OSC Eng Engineering Competence
9.
cause of the fault
Page 213 of 253


could be expected to include Mechanical test equipment, historical data and schematic
drawing
measurements
procedures
conclusions on to others in a time span appropriate to the nature of the problem
Page 214 of 253

NOS Title: PEM NOS 69: Prepare Equipment in Support of

Mechanical Engineering Activities
required to obtain and prepare the Mechanical equipment including
making sure the safety arrangements are in place and report to the
appropriate authority when completed. You will be following your
permit procedures.

Prepare equipment in support of mechanical engineering
activities
Scope/range: 1. Level and extent of responsibility
In the context of this standard, responsibility extends to
determining and then implementing the preparations necessary
where specifications of requirements may be absent or
incomplete in some way. In some cases, you may still be
decisions.
2. Equipment safety checks
Equipment safety checks and inspections will be carried out to
ensure that there are no obvious faults present, in accordance
3. Types of equipment to be prepared
Equipment to be prepared could include:
cherry-pickers)
Process equipment
Tools
Equipment preparation could involve selection, inspection,
changing settings or the calibrating as well as routine checks on
its condition, operation, suitability and safety, in compliance with
company procedures. Typical preparations could include:
Identification
Addition of extra lifting points
Page 215 of 253

Storage
Development
Cleaning
Security
Precision measuring
Weight confirming/assessment
Checking quality/quantity
Setting out

you are able to:
required detail
15.
Page 216 of 253

cannot be solved

inspections
Page 217 of 253

Overview: This unit is about your competence in preparing the materials in
order to carry out the maintenance of mechanical plant and
equipment. You will be required to check the quality and quantity of
the materials, determine how the materials should be prepared and
report on completion. You will be following your organisations safe

Prepare materials for the maintenance of mechanical plant and
equipment
system
standard treatments and/or require taking instrument readings
for analysis. Typical preparation could include:
Identification
Storage
Setting out
Cleaning
Security
Precision Measuring
3. The types of materials could include materials and/or
components used in the engineering activity, including:
Spare parts
Page 218 of 253



you are able to:
required detail
14.
cannot be solved
Page 219 of 253


that you use. This could be expected to include: ingress protection ratings, portable
appliance testing, explosive protection rating equipment, heating and ventilation,
corrosion, permit systems
Page 220 of 253

NOSTitle: PEM NOS 71: Adjust Mechanical Plant and Equipment to

Meet Operational Requirements
Overview: This unit is about your competence in adjusting mechanical
equipment in line with the manufacturers and organisations
parameters. You will be required to identify the equipment to be
adjusted, carry out the adjustment and complete the appropriate
documentation. You will be following your organisations safe working

Adjust mechanical plant and equipment to meet operational
requirements
THEY APPLY TO YOU.
decisions.
2. The type of equipment to be worked on involve more than one
technology and/or involve a significant number of fragile/valued
components and/or difficult to access for maintenance.
Prime movers
Distribution systems
Transmission system and components
and may include:
Work within confined spaces
Working in hazardous areas.
Working at height/over water.
3. The type and complexity of adjustments to be made could
include:
Pressure control
Temperature control
Speed control
Humidity control
Flow control
Examples of complexity include:
Direct adjustment to system component
Adjustment via control loop
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Adjustment via external control system.


you are able to:
required detail
(ECS 5.02) which was originally designated MPS Mech 4.
4. Make the required adjustments in the specified sequence and in an agreed time
scale
6. Report any instances where the equipment fails to meet the required performance
after adjustments or where there are identified defects outside the required
adjustments
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materials, and methods should be used for maintenance, and how to minimise
Page 223 of 253

NOS Title: PEM NOS 72: Remove Components from Mechanical Plant
Equipment
mechanical equipment using manufacturers procedures. You will be
required to ensure suitable precautions are taken to prevent the
escape of liquids or gases. Following removal, the components
should be labelled and stored according to organisational
procedures. You will be following your organisations safe working

Remove components from mechanical plant equipment
2. The equipment to be worked on may be robust or fragile.
Damage or disruption could be due to physical, chemical other
Typical equipment could be:
Heat exchangers
Pumps
Engines
Components of process systems
3. The type of components to be removed. Typical components
could be:
Components of mechanical/hydraulic/pneumatic systems
Mechanical metering devices
Actuators
Components of pumps
involve components to be removed that may require a
sequential series of steps to complete the removal. The
components may be difficult to access and may be surrounded
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by other fragile/valued components and may need specialised

tooling requirements. Removal may involve more than one
differing technologies and/or involve a significant number of
fragile components.
5. The specifications to which a candidate would be expected to
Percussion
Pressure/hydraulic
Mechanical strip
Thermal techniques
Manual handling
LOLER
6. The removal operations may be simple or complex. Simple
removal/replacement of components refers to situations where
the component is quickly and easily removed from/replaced in its
position.
Typical examples could include:
Undoing threaded fasteners to release the component
Complex removal/replacement refers to situations where
components can only be removed or replaced by dismantling the
surrounding areas e.g. by cutting and/or where
removal/replacement of one component necessitates
removal/replacement other interacting components.

you are able to:
required detail
5.
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during removal
replacing

projections), method statements, product worksheets and tolerances
remove specific components from specific plant and equipment
Page 226 of 253

NOS Title: PEM NOS 73: Replace Components in Mechanical Plant

and Equipment
mechanical plant and equipment. You will be required to ensure the
permit procedures.

Replace components in mechanical plant and equipment
2. The equipment to be worked on are those that are resistant to
most forms of damage or disruption during their working lives.
Fragile components are those that are easily disrupted or
chemical other forces (e.g. Electro-magnetic).
Typical equipment could be:
Heat Exchangers
Pumps
Engines
Components of Process Systems
3. The type of components to be replaced could be:
Components of mechanical/hydraulic/pneumatic systems
Mechanical metering devices
Gaskets
Actuators/valves
Components of pumps
Bearings
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4. The assembly methods and techniques could involve:

Hydraulic
Thermal
LOLER and manual handling
interacting components.

you are able to:
required detail
6.
Page 228 of 253

during replacement
techniques
function correctly
cannot be solved

6. You must have a working knowledge and understanding of Handling equipment,
are for tool and equipment care and control procedures thereby ensuring the security
of tools and equipment that you use. This could be expected to include ingress
protection ratings, explosion protection rating, corrosion, portable appliance testing,
heating and ventilation and permit systems
Page 229 of 253


Components from Mechanical Plant and Equipment
Overview: This unit is about your competence in establishing and deviation
from the required tolerances and what action has to be taken to
bring the component back into service.
You will be following your organisations safe working practices and
working within the work permit procedures.

Determine the feasibility of repair of components from
mechanical plant and equipment
other forces (e.g. Electro-magnetic).
Heat exchangers
Circuit boards
3. The type of repair to be made requires one or more techniques
to be applied depending upon its complexity. The techniques
are standard within the sector but may require some
modification to achieve the required result. The techniques may
relate to one or more technologies depending upon the
complexity of the repair.
Page 230 of 253

Typical repair techniques could include:

Re-aligning
Re/soldering
Bonding
Replacing
4. The nature of repairs to be carried out may be simple or
complex. Simple repairs are those which can be easily achieved
using tools and techniques generally available and/or for which
clearly defined procedures exist and/or where the repair site is
easily accessed. Complex repairs are those which can only be
achieved using tools and techniques which have been specially
modified in some way to achieve the repair and/or where no pre-
defined procedures exist for effecting repair and/or where the
repair site is difficult to access.

you are able to:
required detail
18.
Page 231 of 253


isometrics)
components for re-use. This could be expected to include mechanical integrity
and viability of repairs. This could be expected to include mechanical integrity
Page 232 of 253

NOS Title: PEM NOS 75: Interpret Detailed Mechanical Information

from Technical Sources
that may arise.

Interpret detailed mechanical information from technical sources
THEY APPLY TO YOU.
Process & instrumentation diagrams (P&IDs)

you are able to:
required detail
Page 233 of 253


which was Originally Designated ECS 1.12

document systems that relate to the maintenance of Mechanical plant and equipment
and content
regulations that relate to the maintenance of Mechanical plant and equipment
Page 234 of 253

NOS Title: PEM NOS 76: Read and Extract Information from
Mechanical Engineering Drawings and Specifications
technical drawings and publications prior to starting mechanical
maintenance work.

Read and extract information from mechanical engineering
drawings and specifications
THEY APPLY TO YOU.
Scope/range: 1. The level and extent of responsibility you have for ensuring the
information is sourced from the latest version on the drawings
and specifications.
Hydraulic Schematics
repair of plant and equipment normally used within the oil and
gas, chemicals manufacturing and petroleum industries.

you are able to:
required detail
Page 235 of 253


Standards which was Originally Designated ECS 1.13.

documentation systems that relate to the maintenance of plant and equipment
(P&IDs)
Codes of Practice, International Standards, company specification
available to you.
Page 236 of 253


Working Practices and Procedures whilst Maintaining

procedures whilst maintaining mechanical plant and equipment
THEY APPLY TO YOU.
procedures.

you are able to:
required detail
Page 237 of 253


which was Originally Designated ECS 1.23.

Page 238 of 253

NOS Title: PEM NOS 78: Establish that a Mechanical Engineering

Maintenance Process has been Completed to
Specification

Establish that a mechanical engineering maintenance process
has been completed to specification
sequence of actions and techniques followed at your discretion
to achieve the best possible result in the conditions applying. In
authorisations, even though you remain responsible for
2. The types of products or assets to be checked are mechanical
plant and equipment related to engineering maintenance work.
This would include:
Engines
Transmissions systems
Power transmissions systems
Turbines
Mechanical/hydraulic systems/actuators
Fluid/gas transmission systems
3. The inspection, test and record-keeping procedures to be
followed are as set out in internal QA and QC procedures.
4. The aspects, characteristics and complexity of checks to be
made are as set down in manufacturers guidelines and
procedures and will include ensuring compliance with relevant
international standards. The type of checks made will depend
on the engineering process carried out which may include:
Dismantling
Assembly
Positioning and Installation
Repair of Components
Adjustment
specifications
Page 239 of 253



you are able to:
required detail
21.
checked
condition
procedures
5. Identify and assess any defects or variations from the specification and take
appropriate action
Page 240 of 253


and data sheets, commissioning procedures, manufacturers data and local procedures
5. You must have a working knowledge and understanding of identification of defects in
plant and equipment. This should include what the typical defects and variations are
that arise and how to identify them
checks, what information should be entered on those records and where they should
be kept
7. You must have a working knowledge and understanding of the inspection of equipment
care and control procedures. This should include what your responsibilities are for
appliance testing, heating and ventilation and permit systems
Page 241 of 253

Overview: This unit is about your competence in testing mechanical plant and
equipment. You will be expected to refer to manufacturers manuals

Test the performance and condition of mechanical plant and
equipment
Scope/range: 1. The level and extent of responsibility is limited to working within a
detailed specification and following clearly defined procedures. In
authorisation, even though you remain responsible for identifying
and implementing decisions.
2. The typical Plant and equipment which are likely to be tested
could include:
Prime mover
Fluid distribution systems
Transmission systems and components
Gauge/recorders
Any test equipment as required (must be within calibration)
4. The type and complexity of tests to be carried out are clearly
defined and are appropriate for the engineering product. Detailed
procedures and specifications define the set up and conduct of
the tests and the interpretation of test results. The testing and
analytical techniques/procedures to be followed are clearly
defined and, although they may involve more than one stage, full
details on when and how to proceed through the stages are
available.
Page 242 of 253



you are able to:
required detail
19.
required tests
timescales
Page 243 of 253


equipment and their applications and how to use them safely
Page 244 of 253

condition monitoring on operational and static mechanical plant and
equipment. You will be required to set-up, monitor and record the

Monitor the performance and condition of mechanical plant and
equipment
2. The type of assets to be monitored involve multiple technology or
are of a single technology interacting with other plant and
equipment in a dynamic manner and could include:
Prime mover
Transmission systems and components
Analysing trends
Investigating abnormal characteristics
Researching historical data
Analysing/reviewing outputs
Comparison against norm
Page 245 of 253


Vibration monitoring
Current readings

you are able to:
required detail
(ECS 6.04) which was originally designated MPS Mech 7.
carried out
activities
Page 246 of 253


requirements of plant and equipment. This could be expected to include
manufacturers and company specifications on performance requirements
and procedures for plant and equipment and which data is required to make decisions
occur during monitoring, and how to minimize different types of disruption
Page 247 of 253

and condition of Mechanical plant and equipment using all available
sources of information. You will be required to check that your have
results by comparing with norms and previous records. To record the
procedures.

Assess the performance and condition of mechanical plant and
equipment
2. The types of assets to be assessed involve multiple technologies
Prime movers
Transmissions systems and components
Vibration
Temperature
Current
Voltage
Historical
Maintenance records
Trend analysis
5. The complexity of monitoring information to be used could include
motor, plant or equipment tests as advised by company
Page 248 of 253

company procedures.

you are able to:
required detail
Standards (ECS 6.05) which was originally designated MPS Mech 8.
assessments
Page 249 of 253


and techniques for specific data and plant and equipment, and the factors that have to
be taken into account when assessing performance of specific plant and equipment
Page 250 of 253

NOS Title: PEM NOS 82: Inspect Mechanical Plant and Equipment
Mechanical plant and equipment. You will be required to complete
the checks following your company procedures. The checks may be

Inspect mechanical plant and equipment
responsible for identifying and implementing decisions
2. The type of products to be inspected involves multiple technology
or is of a single technology interacting with other assets in a
dynamic manner.
Protection methods
standards, equipment manufacturer specifications, HSE,
company procedures, the Electricity at Work regulations and BS
7671. The type of checks made will depend on the engineering
process carried out which may include:
Dismantling
Assembly
Adjustment
Planned Maintenance Activities testing
4. The inspection methods and techniques and type of equipment
to be used are as set out in internal QA and QC procedures.
Page 251 of 253



you are able to:
required detail
Standards which was Originally Designated ECS 6.06
used
cannot be solved
Page 252 of 253


3rd angle projections) method statements, product worksheets and tolerances
techniques that are approved by the company and how know to use any inspection
equipment safely
corrosion
and documentation procedures. This should include how defects and variations should
they should be kept
Page 253 of 253

Process Engineering Maintenance Full Standard PDF

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National Occupational Standards for

Process Engineering Maintenance

(Electrical, Instrument and Control,

Record of Changes to Standards

0 May 2010 revised NOS All UKCES H Sanderson P Lammiman

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

National Occupational Standards for Process Engineering

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

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

Level 2 SVQ/NVQ Process Engineering Maintenance (Electrical)

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

Level 2 SVQ/NVQ Process Engineering Maintenance (Mechanical)

Level 3 SVQ/NVQ Process Engineering Maintenance (Electrical)

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

Level 3 SVQ/NVQ Process Engineering Maintenance (Mechanical)

Level 2 SVQ/NVQ Process Engineering Maintenance (Electrical)

Mandatory Units all units to be completed

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

Mandatory Units all units to be completed

Level 2 SVQ/NVQ Process Engineering Maintenance (Mechanical)

Mandatory Units all units to be completed

Level 3 SVQ/NVQ Process Engineering Maintenance (Electrical)

Mandatory Units all units to be completed

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

Mandatory Units all units to be completed

Level 3 SVQ/NVQ Process Engineering Maintenance (Mechanical)

Mandatory Units all units to be completed

National Occupational Standards

This unit deals with the following:

The expression an appreciation is intended to indicate a level of

The expression working knowledge and understanding indicates

information is available, how and where to find it and from whom

Knowledge and Understanding

This unit deals with the following:

5. The complexity of hand-overs could include:

The expression an appreciation is intended to indicate a level of

The expression working knowledge and understanding indicates

Knowledge and Understanding

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

This unit deals with the following:

The expression an appreciation is intended to indicate a level of

The expression working knowledge and understanding indicates

Knowledge and Understanding

PEM NOS 3: Deal with Hazards in Process Engineering Maintenance

This unit deals with the following:

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

Knowledge and Understanding

NOS Title: PEM NOS 4: Contribute to Effective Working Relationships

This unit deals with the following:

Scope/range The Knowledge and Understanding levels expressed indicate the

The expression an appreciation is intended to indicate a level of

Knowledge and Understanding

This unit deals with the following:

Scope/range The Knowledge and Understanding levels expressed indicate the

The expression an appreciation is intended to indicate a level of

The expression working knowledge and understanding indicates

Knowledge and Understanding

This unit deals with the following:

Scope/range The Knowledge and Understanding levels expressed indicate the

The expression working knowledge and understanding indicates

Knowledge and Understanding

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

This unit deals with the following: