curriculum, training and assessment guide … part b ensure cargo... · curriculum, training and...

CURRICULUM, TRAINING AND

ASSESSMENT GUIDE

Part B

Competency Framework : Marine Terminal (Ship/Shore Interface) Operations for Oil, Chemical and Gas

Competency Category : Ensure cargo and other transfer operations are conducted to or from the ship safely and efficiently

Competency Unit : 5.4 Ensure transfer operation continues safely and efficiently

Competency Level : 1

Version Number : 1.0

Effective Date : 1 September 2011

Developer : WSH Council (Logistics & Transport) Ship/Shore Interface Sub-committee

Custodian : WSH Council / Ministry of Manpower

Version History

Version Effective Date Changes Author

1.0 1 Sep 2011 N.A. (First issue) developer

Copyright

Workplace Safety and Health Council, Ministry of Manpower, Singapore All rights reserved.

This document is provided for explicit use and guidance of Training Providers as information resource for curriculum development and assessment purposes. Any other use of this document or parts thereof, including reproduction, publication, distribution, transmission, retransmission or public showing, or storage in a retrieval system in any form, electronic or otherwise, for purposes other than that expressly stated in this document without the expressed permission of MOM is strictly prohibited.

Marine Terminal (Ship/Shore Interface) Operations for Oil, Chemical and Gas

Ensure Transfer Operation Continues Safely and Efficiently

i

Contents

1 Competency Unit Introduction ........................................................................ 3

1.1 Purpose and Focus of Competency Unit ..................................................... 3

1.2 Brief Description of Competency Unit .......................................................... 3

1.3 Relation to the Marine Terminal (Ship/Shore Interface) Operations for Oil, Chemical and Gas Framework ........................................................ 3

1.4 Target Audience .......................................................................................... 4

1.5 Assumed Skills and Knowledge .................................................................. 4

1.6 Recommended Duration ............................................................................. 4

1.7 Summary of Competency Unit and Elements Covered ................................ 4

2 Curriculum and Delivery Advice ..................................................................... 5

2.1 Underlying Content Areas ........................................................................... 5

2.2 Sequence of Coverage ............................................................................. 10

2.3 Delivery Strategies and Methods............................................................... 11

3 Assessment Advice ..................................................................................... 17

3.1 Suggested Assessment Strategies ............................................................ 17

3.2 Certifying and Grading Performance ......................................................... 18

3.3 Assessment Instruments and Tools .......................................................... 18

4 Trainer Requirements .................................................................................. 18

5 Assessor Requirements ............................................................................... 19

6 Facilities, Equipment, and Tools Information ............................................... 20

7 Resource Information .................................................................................. 20

7.1 Suggested References .............................................................................. 20

Annex A – Performance Criteria Checklist .......................................................... 21

Annex B – Evidence Sources Checklist .............................................................. 22

Annex C – Evidence Checklist ............................................................................ 23

Annex D – Verbal Assessment Checklist ............................................................ 24

Annex E – Suggested Format for Recording and Reporting Assessment ........... 25



ii

The Curriculum Training and Assessment Guides (CTAGs) for the Marine Terminal (Ship/Shore Interface) Operations for Oil, Chemical and Gas have been developed in two parts:

Part A - General principles of Competency Unit delivery, assessment and advice on how to develop an assessment plan.

Part B – Specific advice and recommendations on how to develop deliver strategies, assessment strategies and develop an assessment plan for each particular Competency Unit.

Part A and Part B of this CTAG should be read together, with reference to the corresponding competency standards.



3

1 Competency Unit Introduction

1.1 Purpose and Focus of Competency Unit

This Competency Unit enables an individual to acquire the skills and knowledge to ensure transfer operation continues safely and efficiently in the oil, chemical and gas industry Marine Terminal.

1.2 Brief Description of Competency Unit

This Competency Unit specifies the skills and knowledge required by people to operate in the trade pertaining to ensuring transfer operation continues safely and efficiently in the oil, chemical and gas industry Marine Terminal in a Level 1 operation.

This Competency Unit includes the following elements:

1. Ensure transfer rates and cargo conditions are within agreed limits

2. Confirm atmospheric condition and cargo level in tanks are being monitored correctly

3. Monitor safety status of ship and Marine Terminal

4. Monitor water conditions around the Terminal for signs of possible pollution

5. Conduct safe and efficient changeover of shift

6. Monitor operation of hoses or loading arms and equipment in use for transfer

7. Monitor vapour dispersion, identify hazards and implement procedures to minimise the risks

8. Make frequent contact with ship personnel to ensure that effective watch is maintained

9. Monitor environmental conditions and take appropriate actions if they are likely to exceed prescribed limits

10. Monitor garbage transfers from ship to shore.

1.3 Relation to the Marine Terminal (Ship/Shore Interface) Operations for Oil, Chemical and Gas Framework

This Level 1 Competency Unit is a specialised unit and candidate will attain a Certificate of Completion in ensuring transfer operation continues safely and efficiently in oil, chemical and gas industry for Marine Terminal (Ship/Shore Interface) Operations for Oil, Chemical and Gas after successfully completing the course.



4

1.4 Target Audience

This course aims to provide people already working or wishing to enter the oil, chemical and gas industry with the skills and knowledge required to ensure transfer operation continues safely and efficiently. The Competency Unit would be appropriate for people with job titles such as Cargo Operations Operator.

1.5 Assumed Skills and Knowledge

Learners are assumed to:

� be able to listen, read, speak and write English at a proficiency level equivalent to the Employability Skills System (ESS) Workplace Literacy Level 4

� be able to manipulate numbers at a proficiency level equivalent to Employability Skills System (ESS) Workplace Numeracy Level 4

� have completed the Oil/Petrochemical Safety Orientation Course for Workers.

1.6 Recommended Duration

40 hours

1.7 Summary of Competency Unit and Elements Covered

This Competency Unit covers the competency elements listed below:

1. Ensure transfer rates and cargo conditions are within agreed limits

2. Confirm atmospheric condition and cargo level in tanks are being monitored correctly

3. Monitor safety status of ship and Marine Terminal

4. Monitor water conditions around the Terminal for signs of possible pollution

5. Conduct safe and efficient changeover of shift

6. Monitor operation of hoses or loading arms and equipment in use for transfer

7. Monitor vapour dispersion, identify hazards and implement procedures to minimise the risks

8. Make frequent contact with ship personnel to ensure that effective watch is maintained

9. Monitor environmental conditions and take appropriate actions if they are likely to exceed prescribed limits

10. Monitor garbage transfers from ship to shore.



5

2 Curriculum and Delivery Advice

2.1 Underlying Content Areas

The unit covers the following content areas which should be taught:

Coverage 1: Competency Unit Introduction

� Introduction to “Ensure transfer operation continues safely and efficiently”

� Unit purpose

� Unit learning outcomes

� Unit training delivery and assessment

Coverage 2: Ensure transfer rates and cargo conditions are within agreed limits

� Permitted transfer rates, line pressures and temperatures

� Transfer procedures

� Cargo transfer plans

� Contingency plans and actions

� Hazards and safety measures associated with incorrect cargo transfer rates, line pressure or cargo temperature

� Factors affecting the risks of incorrect cargo transfer rates, line pressure or cargo temperature

� Safety measures to follow prior to loading of cargo o Stability considerations o Inert gas procedures

� Closed loading

� Safety measure to follow before commencement of loading operations for the following areas

o Commencement of Loading Alongside a Terminal o Commencement of Loading at Buoy Berths o Commencement of Loading Through a Stern Line o Commencement of Loading Through a Bow Line

� Emergency Shutdown Plan

� Cessation of loading by the Terminal

� Topping Off On Board the Terminal

� Special precaution when loading Very High Vapour Pressure Cargoes, Heated Products and Loading Overall



6

Coverage 3: Confirm atmospheric condition and cargo level in tanks are being monitored correctly

� Understanding pressure and liquid level limitations and their effects on transfer operations

� Monitoring procedure

� Contingency actions

� Hazards and safety measures associated with monitoring tank conditions

� Factors affecting the risks of inaccurate monitoring or accidents during tank monitoring

� Understanding pressure and liquid levels and monitoring procedures

Coverage 4: Monitor safety status of ship and Marine Terminal

� International Safety Guide for Oil Tankers and Terminals (ISGOTT) � Relevant International Maritime Organization (IMO) Conventions

� National legislation, local and Terminal regulations relevant to Marine

Terminal operations

� Hazards and safety measures associated with operations in progress

� Factors affecting the risks of accidents or malfunctions during the operations in progress

� Terminal and local regulations for marine Terminals

� Manning requirements for Terminals in the event of an emergency

� Safety precautions at buoy moorings

� Safety procedures which should be communicated between responsible

officer and Terminal representative when ship is at Terminal

� Safety precautions when ship is moored alongside and at buoy berths � State of readiness of Terminal and ship

o Fire fighting equipment o Readiness to move under own power

� Importance of communications between responsible officer and Terminal

representative � Safety precautions for access between ship and shore

o Means of access o Gangway landing o Lighting



7

o Unauthorised persons o Persons smoking or intoxicated

� Notices on the Terminal and Tanker � Safety precautions regarding smoking, galley stoves and cooking

appliances, fixed and portable equipment and communication equipment � Permit to Work System � Safety precautions when working on a jetty or petroleum berth or on a

tanker at berth o Isolation of electrical equipment o Use of tools o Access to berth

Coverage 5: Monitor water conditions around the Terminal for signs of possible pollution

� Characteristics and pollutant effect of cargoes and other materials likely to be transferred

� Visual indications of marine pollution under various environmental conditions

� Sources of pollution from ships and Terminal transfer equipment

� Pollution control plans, actions and reporting procedures

� Marine pollution hazards and safety measures associated with Terminal operations

� Factors affecting the risks of pollution occurring

Coverage 6: Conduct safe and efficient changeover of shift

� Terminal roster system and call out procedures

� Personnel on work force

� Leave and absence arrangements

� Shift changeover procedures

� Hazards and safety measures associated with incomplete or inaccurate handover of operations in progress

� Factors affecting the risks of shift handovers being ineffective

Coverage 7: Monitor operation of hoses or loading arms and equipment in use for transfer

� Operational envelopes of hoses or loading arms and slinging equipment

� Principles and operating procedures of equipment



8

� Equipment capacities and operational limits

� Pressure and temperature limits

� Monitoring procedures

� Contingency actions

� Hazards and safety measures associated with equipment operations

� Factors affecting the risks of plant malfunction

� Understand the function and mechanics of operating envelope

� Understand the forces on manifolds

� Safety measures when handling mechanical couplers

� Effects of natural force on cargo arms o Ice o Wind

� Precautions to note while arms are connected

Coverage 8: Monitor vapour dispersion, identify hazards and implement procedures to minimise the risks

� The properties and behaviour of vapour and the formation and dispersion of vapour clouds

� The relative density of vapours

� Precautions against the entry of vapours into enclosures on the Terminal

� The nature of “Flash backs” and their causes

� Hazards and safety measures associated with vapours

� Factors affecting the risk of accidents involving vapours

� Gas evolution and venting during loading of cargo

� Principles of gas dispersion

� Variables affecting dispersion of hydrocarbon gas o Wind speed o Rate of flow of gas o Concentration of hydrocarbon gas o Cross Sectional Area of the Opening o Design of the Vent outlet o Position of the vent outlet

� Minimising hazards from vented gas

� Special precautions with Very High Vapour Pressure Cargoes



9

Coverage 9: Make frequent contact with ship personnel to ensure that effective watch is maintained

� Communications procedures

� On-board locations of ship’s duty personnel

� Transfer procedures

� Methods of assessing transfer progress

� Hazards and safety measures associated with ineffective ship watchkeeping

� Factors affecting the risks of ship’s watchkeeping becoming ineffective

� Information which should be relayed between tanker and Terminal when preparing for loading, bunkering and discharging

� Information which should be agreed upon between tanker and Terminal for the loading and discharge plan

� Ways to inspect ship’s cargo tanks before loading

� Reliable communication system between tanker and Terminal

� Purpose of ship/shore safety checklist

Coverage 10: Monitor environmental conditions and take appropriate actions if they are likely to exceed prescribed limits

� Measurement of sea and swell heights and directions

� Measurement of tidal heights

� Measurement of wind speeds and directions

� Assessment of lightning risks

� Environmental limitations applicable to the Terminal in relation to various types of ship under various loading conditions

� Hazards and safety measures associated with adverse environmental conditions

� Factors affecting the risk of accident or damage under a variety of environmental conditions

Coverage 11: Monitor garbage transfers from ship to shore

� General knowledge of international regulations governing disposal of garbage from ships (e.g. MARPOL Annex V)

� Detailed knowledge of the Port and Terminal’s regulations, facilities and procedures relating to garbage disposal



10

� Hazards and safety measures associated with collection, storage and transfer of ships’ garbage

� Factors affecting the risks of spillage or other incorrect handling or disposal of ship’s garbage

� Regulations Regarding Garbage Disposal

� Terminal’s Responsibility to Provide Facilities

� System for Collection of Garbage.

2.2 Sequence of Coverage

The following sequence of coverage is suggested for delivery:

Coverage 1

Competency Unit Introduction

Coverage 2

Ensure transfer rates and cargo conditions are within agreed limits

Coverage 3

Confirm atmospheric condition and cargo level in tanks are being monitored correctly

Coverage 5

Monitor water conditions around the Terminal for signs of possible pollution

Coverage 4

Monitor safety status of ship and Marine Terminal

Coverage 6

Conduct safe and efficient changeover of shift



11

2.3 Delivery Strategies and Methods

The Competency Unit may be delivered on-the-job and/or off-the-job. On-the-job delivery can be done at the workplace by a certified on-the-job training instructor who maybe the manager or senior executive. On-the job training should be delivered through a structured approach using documented and approved training blueprints. Off-the-job delivery can be face to face in the classroom in a training organization, or at a workplace venue. Classroom delivery should emphasise interaction and student centred learning and use a flexible range of learning and delivery methods.

If preparations by learners are required prior to commencement of the course, they should be provided with learning materials such as handouts (self-directed learning) or compact disc (e-learning) upon registration of the course. They should also be notified by training organization on what they need to prepare before coming for the course.

Every effort must be made to emphasise the direct relationship between the acquisition and application of the skills, knowledge and attitudes to their workplace.

Coverage 7

Monitor operation of hoses or loading arms and equipment in use for transfer

Coverage 8

Monitor vapour dispersion, identify hazards and implement procedures to minimise the risks

Coverage 9

Make frequent contact with ship personnel to ensure that effective watch is maintained

Coverage 10

Monitor environmental conditions and take appropriate actions if they are likely to exceed prescribed limits

Coverage 11

Monitor garbage transfers from ship to shore



12

Suggestions for delivery of this Competency Unit are given below:

a) Lecture presentation

For lecture presentation, the trainer will explain the following competency elements with the following coverage:

� Ensure transfer rates and cargo conditions are within agreed limits o Permitted transfer rates, line pressures and temperatures o Transfer procedures o Cargo transfer plans o Contingency plans and actions o Hazards and safety measures associated with incorrect cargo

transfer rates, line pressure or cargo temperature o Factors affecting the risks of incorrect cargo transfer rates, line

pressure or cargo temperature o Safety measures to follow prior to loading of cargo

� Stability considerations � Inert gas procedures

o Closed loading o Safety measure to follow before commencement of loading

operations for the following areas � Commencement of Loading Alongside a Terminal � Commencement of Loading at Buoy Berths � Commencement of Loading Through a Stern Line � Commencement of Loading Through a Bow Line

o Emergency Shutdown Plan o Cessation of loading by the Terminal o Topping Off On Board the Terminal o Special precaution when loading Very High Vapour Pressure

Cargoes, Heated Products and Loading Overall

� Confirm atmospheric condition and cargo level in tanks are being monitored correctly o Understanding pressure and liquid level limitations and their

effects on transfer operations o Monitoring procedure o Contingency actions o Hazards and safety measures associated with monitoring tank

conditions o Factors affecting the risks of inaccurate monitoring or accidents

during tank monitoring o Understanding pressure and liquid levels and monitoring

procedures

� Monitor safety status of ship and Marine Terminal o ISGOTT o Relevant IMO Conventions o National legislation, local and Terminal regulations relevant to

Marine Terminal operations o Hazards and safety measures associated with operations in

progress



13

o Factors affecting the risks of accidents or malfunctions during the operations in progress

o Terminal and local regulations for marine Terminals o Manning requirements for Terminals in the event of an emergency o Safety precautions at buoy moorings o Safety procedures which should be communicated between

responsible officer and Terminal representative when ship is at Terminal

o Safety precautions when ship is moored alongside and at buoy berths

o State of readiness of Terminal and ship � Fire fighting equipment � Readiness to move under own power

o Importance of communications between responsible officer and Terminal representative

o Safety precautions for access between ship and shore � Means of access � Gangway landing � Lighting � Unauthorised persons � Persons smoking or intoxicated

o Notices on the Terminal and Tanker o Safety precautions regarding smoking, galley stoves and cooking

appliances, fixed and portable equipment and communication equipment

o Permit to Work System o Safety precautions when working on a jetty or petroleum berth or

on a tanker at berth � Isolation of electrical equipment � Use of tools � Access to berth

� Monitor water conditions around the Terminal for signs of

possible pollution o Characteristics and pollutant effect of cargoes and other

materials likely to be transferred o Visual indications of marine pollution under various

environmental conditions o Sources of pollution from ships and Terminal transfer

equipment o Pollution control plans, actions and reporting procedures o Marine pollution hazards and safety measures associated with

Terminal operations o Factors affecting the risks of pollution occurring

� Conduct safe and efficient changeover of shift

o Terminal roster system and call-out procedures o Personnel on work force o Leave and absence arrangements o Shift changeover procedures o Hazards and safety measures associated with incomplete or

inaccurate handover of operations in progress o Factors affecting the risks of shift handovers being ineffective



14

� Monitor operation of hoses or loading arms and equipment in use for transfer o Operational envelopes of hoses or loading arms and slinging

equipment o Principles and operating procedures of equipment o Equipment capacities and operational limits o Pressure and temperature limits o Monitoring procedures o Contingency actions o Hazards and safety measures associated with equipment

operations o Factors affecting the risks of plant malfunction o Understand the function and mechanics of operating envelope o Understand the forces on manifolds o Safety measures when handling mechanical couplers o Effects of natural force on cargo arms

� Ice � Wind

o Precautions to note while arms are connected

� Monitor vapour dispersion, identify hazards and implement procedures to minimise the risks o The properties and behaviour of vapour and the formation and

dispersion of vapour clouds o The relative density of vapours o Precautions against the entry of vapours into enclosures on the

Terminal o The nature of “Flash backs” and their causes o Hazards and safety measures associated with vapours o Factors affecting the risk of accidents involving vapours o Gas evolution and venting during loading of cargo o Principles of gas dispersion o Variables affecting dispersion of hydrocarbon gas

� Wind speed � Rate of flow of gas � Concentration of hydrocarbon gas � Cross Sectional Area of the Opening � Design of the Vent outlet � Position of the vent outlet

o Minimising hazards from vented gas o Special precautions with Very High Vapour Pressure Cargoes

� Make frequent contact with ship personnel to ensure that

effective watch is maintained o Communications procedures o On board locations of ship’s duty personnel o Transfer procedures o Methods of assessing transfer progress o Hazards and safety measures associated with ineffective ship

watchkeeping o Factors affecting the risks of ship’s watchkeeping becoming

ineffective o Information which should be relayed between tanker and Terminal

when preparing for loading, bunkering and discharging



15

o Information which should be agreed upon between tanker and Terminal for the loading and discharge plan

o Ways to inspect ship’s cargo tanks before loading o Reliable communication system between tanker and Terminal o Purpose of ship/shore safety checklist

� Monitor environmental conditions and take appropriate actions if

they are likely to exceed prescribed limits o Measurement of sea and swell heights and directions o Measurement of tidal heights o Measurement of wind speeds and directions o Assessment of lightning risks o Environmental limitations applicable to the Terminal in relation to

various types of ship under various loading conditions o Hazards and safety measures associated with adverse

environmental conditions o Factors affecting the risk of accident or damage under a variety of

environmental conditions

� Monitor garbage transfers from ship to shore o General knowledge of international regulations governing disposal

of garbage from ships (e.g. MARPOL Annex V) o Detailed knowledge of the Port and Terminal’s regulations,

facilities and procedures relating to garbage disposal o Hazards and safety measures associated with collection, storage

and transfer of ships’ garbage o Factors affecting the risks of spillage or other incorrect handling or

disposal of ship’s garbage o Regulations Regarding Garbage Disposal o Terminal’s Responsibility to Provide Facilities o System for Collection of Garbage.

b) Demonstration The trainer will explain and demonstrate how to perform the following activities or tasks:

� Obtain transfer rates from Terminal/ship at agreed times � Monitor line pressure and cargo temperatures � Compare actual measurements with agreed plan � Decide if variations from plan are acceptable � Take appropriate action if measurements or trends are unacceptable � Confirm ship’s personnel are monitoring condition of ship’s tank

atmospheres � Confirm ship’s personnel are monitoring the levels within the ship’s

tanks � Decide if measurements and/or trends indicate conditions are not

acceptable or may soon become unacceptable � Take appropriate action if measurements or trends are unacceptable � Ensure that on going safety checks are carried out in accordance with

the Terminal’s safety checklist � Compare with items on original checklist � Ensure checking interval is maintained



16

� Take appropriate action if checks are not followed or reveal deficiencies

� Ensure that all working areas are adequately illuminated � Visually monitor the conditions of the water around the Terminal and

ship for any signs of pollution � Report and initiate immediate actions in accordance with Terminal’s

pollution control plans if any sign of pollution is evident � Verify that duty rosters are available and are current � Verify that those on roster report for duty � Confirm that those going off duty are accounted for � Ensure shift changeover procedures are carried out correctly � Take action if new shift is understaffed � Ensure that hoses or loading arms remain within their safe operational

envelopes throughout the transfer process � Verify that pressures, temperatures and flow rates are maintained

within permitted limits � Take appropriate action if plant equipment parameters exceeded or

operation not within permitted limits � Monitor the dispersion of cargo vapour as it is released to the

atmosphere under different transfer rates and weather conditions � Take appropriate action if vapour dispersion appears to be hazardous � Contact designated ship’s personnel by telephone and radio at

irregular but frequent intervals to ensure effective watchkeeping is maintained

� Meet designated ship’s personnel at their posts on board at irregular but frequent intervals to ensure effective watchkeeping is maintained

� Check tide heights and compare with prescribed limits � Check prevailing environmental conditions and compare with

prescribed limits � Initiate appropriate actions if tide or weather conditions are, or seem

likely to become, outside the acceptable limits � Monitor the use of the garbage collection facilities provided by the

Terminal � Feedback any garbage collection problems to appropriate ship’s

personnel. These delivery methods should be adjusted according to the different levels of the class group. To enhance the transfer of learning, an andragogical or adult-oriented approach to learning is encouraged in the development and delivery of the Competency Unit. Andragogical instructional techniques are designed with these factors in mind:

� adults are self-directed � adults have acquired a large amount of knowledge and experience

that can be utilised as a resource for learning � adults have acquired a large amount of knowledge and experience

through workplace learning � adults show a greater readiness to learn tasks that are relevant to the

roles they have in life � adults are motivated to learn in order to solve problems or address

needs and they expect to immediately apply what they learn to these problems and needs



17

� adults need to be challenged with varied strategies that maintain interest.

Varied delivery strategies should be utilised to optimise learning. For example:

� lecture presentation � role play � group discussion � case studies � demonstration � practice � observation and feedback � sharing of best practices � computer aided instructions.

3 Assessment Advice

3.1 Suggested Assessment Strategies

Assessment strategy 1

Work Observation – Real work situations or simulations

Candidates are to be observed at approved assessment centre and the observation should cover participants’ ability to ensure transfer operation continues safely and efficiently.

Where real work situation is used for the assessment and where all evidence cannot be gathered in a one time assessment, they can be gathered over a reasonable period of time (maybe within a week) as determined and agreed by the candidate’s manager, assessor and assessment manager. The assessment duration in this case will not apply. However, candidate should complete the assessment within the time frame stipulated in the job sheet or work instruction.

Where it is not possible to assess the learner using real work situations, simulation will be used as an alternative method. Assessor is advised to study the candidate’s work situation very carefully to determine the most appropriate method(s) to use for assessment. Simulation may also be used to gather all or part of the evidence. Where simulation is used to gather all the evidence, the assessment duration specified in the Assessment Plan will apply. Where simulation is used to gather part of the evidence, the assessor will need to determine the assessment duration and inform the candidate accordingly.

Where evidence cannot be gathered during the practical performance, supplementary questions will be asked to ascertain candidate’s competency.



18

Assessment strategy 2

Questioning

Written and/or oral questioning is used to assess knowledge and performance criteria that are not observable during practical performance. Written test could be done through electronic means or question paper.

Where candidates are unable to express a response during oral questioning, other means of response could be used, such as writing, drawing or demonstrating.

Questions will be phrased simply and clearly to aid candidate’s understanding of questions.

Candidates will be assessed based on their correct answers to the questions asked and assessment results are recorded accordingly.

3.2 Certifying and Grading Performance

Not applicable as this unit is un-graded.

3.3 Assessment Instruments and Tools

Assessment evidence gathering templates are located in the annexes at the end of this guide.

A Performance Criteria Checklist is provided in Annex A. This provides a reporting mechanism for several performance criteria that may be achieved by satisfactory completion of each selected assessment strategy.

An Evidence Sources Checklist is provided in Annex B. This provides a reporting snapshot of the types of evidence gathering that may be used.

An Evidence Checklist is provided in Annex C. This provides a reporting instrument to record a plan of expected evidence materials.

A Verbal Assessment Checklist is provided in Annex D. This provides an instrument for the recording of answers to questions concerning the underpinning knowledge.

4 Trainer Requirements

A trainer of this Competency unit must have the following relevant qualifications / experience and work knowledge:

Qualifications / Experience:

1a) He should hold a Certificate of Competency Class 2 (Deck) or higher and have sailed onboard a tanker for a minimum of 2 years in a senior position;

OR



19

1b) Have obtained an Advanced Certificate in this Competency Standard

and have 5 years of relevant experience in Oil/Gas/Chemical Terminal Operations with direct dealing with tankers and shipping/marine cargo matters in a Supervisor position;

AND 2) Be experienced in preparation, delivery and evaluation of training

sessions and preferably certified in a national trainer competency standards certification (E.g. Advanced Certificate in Training and Assessment).

Work Knowledge:

Trainers should preferably be able to demonstrate familiarity with currency in knowledge of, relevant International Regulations, Codes and Conventions and Industry Guidelines, Procedures and Standards appropriate to the type of tankers engaged.

5 Assessor Requirements

An assessor of this Competency unit must have the following relevant qualifications / experience and work knowledge:

Qualifications / Experience:

1a) He should hold a Certificate of Competency Class 2 (Deck) or higher and have sailed onboard a tanker for a minimum of 2 years in a senior position;

OR 1b) Have obtained an Advanced Certificate in this Competency Standard

and have 5 years of relevant experience in Oil/Gas/Chemical Terminal Operations with direct dealing with tankers and shipping/marine cargo matters in a Supervisor position;

AND 2) Be experienced in preparation, delivery and evaluation of training

sessions and preferably certified in a national trainer competency standards certification (E.g. Advanced Certificate in Training and Assessment).

Work Knowledge:

Assessors should preferably be able to demonstrate familiarity with currency in knowledge of relevant International Regulations, Codes and Conventions and Industry Guidelines, Procedures and Standards appropriate to the type of tankers engaged.



20

6 Facilities, Equipment, and Tools Information

Facilities, equipment and tools required may include:

� Gangway � Mechanical couplers � Manifolds � Loading arms/hoses � Transfer equipment � Ship/shore safety checklist � Whiteboard, overhead projector, PowerPoint software, etc. � Rooms which have adequate lighting, adequate ventilation and

shielding from external noise.

7 Resource Information

7.1 Suggested References

� OCIMF – Marine Terminal Training and Competence Assessment Guidelines for Oil and Petroleum Product Terminals

� ISGOTT 5th Edition Section 22.5, 22.6, 11.1.6, 18.1, 2.5, 24.4, 26.3 and Chapter 4 and 22

� MARPOL 73/78 Consolidated Edition 1997



21

Annex A – Performance Criteria Checklist

Assessment strategy

Performance criteria assessment Competent?

Yes

Not yet

1. Oral Questioning

2. Practical Performance



22

Annex B – Evidence Sources Checklist

Summary of evidence sources for the Competency Unit

Elements and Performance Criteria

Work

Observ

ation

Written

activities /

reports

Interview /

tests

Work-place

Documents

Training

Records

Case

Studies

Personal

Statement/

Resume

Journal/

Diary

Testimonials

Element 1

1.1

1.2

1.3

1.4

1.5

Element 2

2.1

2.2

2.3

2.4

2.5

Element 3

3.1

3.2

3.3

3.4

3.5

Element 4

4.1

4.2

4.3

4.4

4.5

Element 5

5.1

5.2

5.3

5.4

5.5

5.6



23

Annex C – Evidence Checklist

Evidence checklist

Name of candidate

Unit(s)

Training Organisation

Sources of evidence

Expected evidence Received

Research Project

��

Work Observation

��

Written Activities / Reports

��

Personal Statement/Resume ��

Workplace Documents (verified)

��

Training Records

��

Case Studies

��

Projects

��

Journal/Diary

��

Testimonials

��

Skills development activities

Arrangements

Agreement

�� Evidence to be submitted by:

�� Interview date:

�� I agree to the evidence plan:

�� Candidate (name) (signature)

�� Supervisor (name) (signature)

�� Assessor (name) (signature)



24

Annex D – Verbal Assessment Checklist

Record of interview questions

Name of candidate

Unit(s)

Registered Training Organisation or workplace

Name of assessor

Questions Satisfactory response

Yes No

Q1.

�� Q2.

�� Q3.

�� Q4.

�� Q5.

�� Q6.

�� Q7.

�� Q8.

�� Q9.

�� Q10.

��

The candidate’s underpinning knowledge and understanding was:

Satisfactory �� Not satisfactory ��

Signed by the assessor:

Date:

Feedback to candidate:



25

Annex E – Suggested Format for Recording and Reporting Assessment

Competency Unit:

Participant:

Group:

Assessment criteria Competent Not Yet

Competent

Element 1

Element 2

Element 3

Element 4

Underpinning knowledge

Feedback to participant:

Assessor’s Signature: _________________________________ Date: ____________

Re-assessment information

Date of re-assessment _____________

Item(s) re-assessed

Competent Not Yet

Competent

Assessor’s Signature: _________________________________ Date: ____________