PERFORM WORKSHOP PROCESSES AND PRACTICES

UNIT CODE: ENG/OS/QS/CC/04/6/A

Unit description
This unit describes the competencies required by a Quantity Surveyor in order to apply a wide
range of workshop processes and practice skills in their work. It involves use technical drawing to
plan work operations, measuring and marking out dimensions on work pieces, use hand tools to
cut and file parts, use drills to make holes, threading using taps and dies, production of components
using a lathe and milling machine, assembling of metal parts and sub-assemblies, performing of
surface finish, performing of housekeeping, inspecting finished work for accuracy and quality and
maintenance of tools and equipment.

ELEMENTS AND PERFORMANCE CRITERIA

ELEMENT PERFORMANCE CRITERIA
These describe the key outcomes These are assessable statements which specify the
which make up workplace function required level of performance for each of the elements.

Bold and italicized terms are elaborated in the Range

1. Use technical drawing to plan 1.1 Technical drawings are produced as per drawing
work operations standards
1.2 Technical drawings and geometric symbols are
read and interpreted as per drawing standards.
1.3 Operation plan is produced as per the technical
drawings.
2. Measure and mark out 2.1 Measuring tools suitable for the work are selected
dimensions on work pieces according to task description
2.2 Measuring tools are inspected and calibrated as per
requirements
2.3 Dimensions are marked on the work piece as per the
working drawing.
3. Use hand tools to cut and file 3.1 Hand tools are selected based on operation plan
parts 3.2 Work piece is cut to specification based on job
requirement
3.3 Work piece is filed to specification based on job
requirement
3.4 Part are produced to specifications based on work
requirement
4. Use drills to make holes 4.1 Hole centers are marked and center-punched as per
operation plan.

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 4.2 Drill bits are selected and mounted according to
work requirements
4.3 Work piece is mounted and clamped according to
workshop regulations
4.4 Hole is drilled to specification according to work
requirements
4.5 Holes inspected to specification according to work
requirements
5. Thread using taps and dies 5.1 Taps and dies selected based on operation plan.
5.2 Taps and dies are set up on the work piece
according to work specifications
5.3 Work piece is clamped according to work
requirements
5.4 Threads are cut according to work specifications
6. Produce components using a 6.1 Work piece is faced according to work
lathe and milling machine specifications
6.2 Work pieces are turned according to work
requirements
6.3 Work piece is threaded according to work
requirements
6.4 Work piece is drilled according to work
requirements
6.5 Work piece is bored according to work
requirements
6.6 Work piece is milled according to specified milling
operation
7. Assemble metal parts and sub- 7.1 Joining and assembly method is selected
assemblies according to work requirements
7.2 Parts joined, fitted and assembled according to the
specified assembly and joinery methods
7.3 Final assembly is inspected as per specification
8. Perform surface finish 8.1 Surface finishing method is selected according to
work requirements
8.2 Surface finishing materials are selected according
to work requirements
8.3 Work piece is surface finished according to work
requirements
9. Perform housekeeping 9.1 Waste is segregated and disposed as per disposal
guidelines.

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 9.2 Housekeeping is carried out as per workplace
requirement
9.3 Tools and equipment are stored in accordance to
manufacturer requirement
10. Inspect finished work for 10.1 Inspection tools and methods are selected as per
accuracy and quality operation plan
10.2 Finished work is inspected as per specification
10.3 Adjustments are made based on inspections results
11. Maintenance of tools and 11.1 Machines and tools are inspected in accordance to
equipment manufacturer specifications
11.2 Machines and tools are lubricated according to
manufacturer manual
11.3 Tools are ground to manufacturer specification
11.4 Faults on machines and tools are identified and
reported according to maintenance manual

RANGE
This section provides work environments and conditions to which the performance criteria apply.
It allows for different work environments and situations that will affect performance.
VARIABLE RANGE
Measuring tools may • Steel rule
include but is not limited • Vernier calliper
to: • Micrometre screw gauge
• Vernier height gauge
• Combination set
• Bevels
Drawing Standards may • ISO
include but is not limited • BS
to: • ANSI

Operation Plan may • Sequence of operations

include but is not limited • Measuring tools
to: • Hand tools
• Cutting tools
• Inspection tools

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 Marking out tools may • Scribers
include but is not limited • Dividers
to: • Dot punch
• Centre punch
• Engineers square
• Straight edge
• Surface plate
Work holding devices may • Bench vice
include but is not limited • V-Block
to: • Angle plate
• G-clamp
• Jigs and fixtures
• Hand vice
Hand tools may include but • Files
is not limited to: • Saws
• Hammers
• Chisels
• Taps and dies
Threads may include but is • Internal and external threads
not limited to: • V-profile threads

Surface finishing methods • Filing/deburring

may include but is not • Tumbling
limited to: • Plating
• Painting
Joining and assembly • Riveting
method may include but is • Fastening
not limited to: • Soldering
• Brazing
• Welding
Specifications may include • Dimensions
but is not limited to: • Tolerances
• Geometry
• Surface finish
• Functionality

REQUIRED SKILLS AND KNOWLEDGE

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 This section describes the skills and knowledge required for this unit of competency.
Required Skills
The individual needs to demonstrate the following skills:
• Technical drawing
• Using measuring and inspection tools
• Using hand tools
• Using portable and bench drilling machines
• Soldering and brazing
• Riveting and fastening
• Use of the lathe machine
• Use of milling machine
• Using grinding machine

Required Knowledge
The individual needs to demonstrate knowledge and understanding of:
• Occupational Health and Safety Act of Kenya laws 2007 with focus on personal safety,
machine safety and workplace
• National Environment Management Authority Act, Kenya 2004
• OSH act
• Equipment manuals
• Basic technical drawing complyingto ISO, ANSI & BS standards
• ISO 1101 Geometrical tolerance and where to use the norm
• Work Planning and documentation
• Measuring tools
• Hand tools
• Bench work
• Portable and bench drilling machines
• Lathe machine
• Grinding machine
• Inspection and quality control
• Preventive maintenance of machine tools
• Metal cutting technology
• Materials and metallurgy
• WIBA act (2007)
• Report writing

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 EVIDENCE GUIDE
This provides advice on assessment and must be read in conjunction with the performance
criteria, required skills and knowledge and range.
1. Critical Aspects Assessment requires evidence that the learner:
of Competency 1.1 Observed rules and procedures in the workshop
1.2 Interpreted technical drawing
1.3 Produced operation plan
1.4 Produced holes on a work piece
1.5 Threaded using taps and dies
1.6 Assembled metal parts
1.7 Surface finished work piece
1.8 Maintained tools and equipment
1.9 Did housekeeping before, during and after operations
2. Resource 2.1 Hand measuring tools
Implications 2.2 Hand marking tools
2.3 Hand tools
2.4 Inspection tools and equipment
2.5 Hand drilling machine
2.6 Bench Drilling machine
2.7 Lathe machine
2.8 Grinding machine
2.9 Milling machines
2.10 Punching tools
2.11 Work benches
3. Methods of Competency in this unit may be assessed through:
Assessment 3.1 Observation
3.2 Oral questioning
3.3 Written test
3.4 Portfolio of Evidence
3.5 Interview
3.6 Third party report
4. Context of Competency may be assessed:
Assessment 4. 1On-the-job
4. 2Off-the –job
4. 3During Industrial attachment
5. Guidance Holistic assessment with other units relevant to the industry sector,
information for workplace and job role is recommended.
assessment

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