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Plan and complete metallurgical projects

Unit Descriptor This unit covers systematical planning, designing and problem solving within a metallurgy context.

1 . Interpret the brief and clarify internal or external client requirements

  1. Interpret the client's requirements for a metallurgical application.

  2. Develop the project requirements and parameters with client.

2 . Research and report on the context and parameters of the metallurgy project.

  1. Research the context and parameters of the metallurgy project including the planning, design and problem solving process

  2. Prepare a report on the commercial and metallurgical context and parameters of the metallurgy project.

3 . Prepare concept proposal for metallurgical solution

  1. A range of different approaches to achieving project objectives are generated.

  2. Check feasibility of a range of metallurgical solutions against project parameters.

  3. Assess metallurgical solutions for conformity to OHS&E requirements.

  4. Seek opinions of colleagues and technical experts from other disciplines.

  5. Prepare plan and concept proposal that includes results of feasibility study consideration including calculations and modelling

  6. Concept proposal reviewed with client to improve outcomes and overcome possible problems.

4 . Implement the planning, design or problem solving process for metallurgy project

  1. Select and manage resources and processes to develop the plan or design.

  2. Document management processes.

  3. Appropriate components and systems are incorporated in the planning and design process.

  4. Appropriate calculations and assumptions are used in implementing the planning and design process.

  5. Appropriate computing hardware and software and programming techniques are used in the planning and design process.

  6. Appropriate metallurgy and other scientific, engineering and commercial principles and knowledge are applied to implement planning and design process.

  7. Concept proposal for metallurgical solution is reviewed against planning and design process in order to prepare firm metallurgical solution for client

5 . Review metallurgical solution with client and prepare implementation plan

  1. Review solution to ensure conformity with current specification, contract and organisational procedures, OHS and regulatory standards

  2. Present and explain metallurgical solution and implementation plan to client including presentation of supporting documentation

  3. Client acceptance of the design and implementation plan is achieved and documented.

6 . Implement metallurgy project

  1. All implementation documentation associated with project implementation is completed in accordance with organisational and statutory requirements.

  2. Participate in implementation process and provide metallurgical oversight

7 . Review metallurgical project outcomes

  1. Project outcomes are reviewed in terms of the intended and actual outcomes and report is prepared.

Key CompetencyExamples of ApplicationPerformance
How can information be collected, analysed and organised?
How are ideas and information communicated within this competency?
How are activities planned and organised?
How are problem solving skills applied?
How are mathematical ideas and techniques used?
How is use of technology applied?
How is team work used within this competency?

Range Statement

Codes of practice/standards

Where reference is made to industry codes of practice, and/or Australian/international standards, it is expected the latest version will be used.


May include:


Reports will usually be written and include:

Reports may be prepared by a metallurgist working alone or in conjuction with engineers, technicians and other relevant personnel.

OHS&E requirements


Implementation documentation

Documentation that requires metallurgical input includes:

Evidence Guide

Overview of assessment

A person who demonstrates competency in this unit must be able to plan and complete metallurgical projects. Critical aspects for assessment and evidence are required to demonstrate competency in this unit.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

It is essential that competence is demonstrated in the ability to:

Relationship to other units

This unit may be assessed concurrently with other relevant units.

Assessment method and context

Assessors must be satisfied that the person can consistently perform the unit as a whole, as defined by the elements, performance criteria, skills and knowledge. A holistic approach should be taken to the assessment.

Assessors should gather sufficient, fair, valid, reliable, authentic and current evidence from a range of sources. Sources of evidence may include direct observation, reports from supervisors, peers and colleagues, project work, samples, organisation records and questioning. Assessment should not require language, literacy or numeracy skills beyond those required for the unit.

The assessee will have access to all techniques, procedures, information, resources and aids which would normally be available in the workplace. The method of assessment should be discussed and agreed with the assessee prior to the commencement of assessment.

Resource implications

This section should be read in conjunction with the range of variables for this unit of competency. Resources required include suitable access to an operating plant or equipment that allows for appropriate and realistic simulation. A bank of case studies/scenarios and questions will also be required to the extent that they form part of the assessment method. Questioning may take place either in the workplace, or in an adjacent, quiet facility such as an office or lunchroom. No other special resources are required.