TRAINING

REGULATIONS

Heavy-Equipment Operation [Forklift]

NC II

CONSTRUCTION SECTOR

TECHNICAL EDUCATION AND SKILLS DEVELOPMENT

AUTHORITY
_____________________________________________________________________________________________ 0
East Service
TR HEAVY EQUIPMENT Road,
SERVICING NCSouth
II Superhighway, Taguig City, Metro Manila
 FORKLIFT

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 TABLE OF CONTENTS

CONSTRUCTION - HEAVY EQUIPMENT SUB-SECTOR

HEAVY EQUIPMENT OPERATION - FORKLIFT

SECTION 1 HEAVY EQUIPMENT OPERATION

QUALIFICATION

SECTION 2 COMPETENCY STANDARDS

SECTION 3 TRAINING STANDARDS

3.1 Curriculum Design

3.2 Training Delivery
3.3 Trainee Entry Requirements
3.4 List of Tools, Equipment and Materials
3.5 Training Facilities
3.6 Trainers' Qualifications

SECTION 4 ASSESSMENT AND CERTIFICATION ARRANGEMENT

COMPETENCY MAP

DEFINITION OF TERMS

ACKNOWLEDGEMENTS

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 TRAINING REGULATIONS FOR

HEAVY EQUIPMENT OPERATION - FORKLIFT

SECTION 1 HEAVY EQUIPMENT OPERATION - FORKLIFT

The HEAVY-EQUIPMENT OPERATION (FORKLIFT) NC II qualification

consists of competencies that workers must achieve to enable them to perform
tasks such as handling of materials in the warehouse using the forklift.

This qualification is packaged from the competency map of Construction -

Heavy Equipment sub-sector as shown in Annex A.

The units of competency comprising this qualification include the following:

CODE NO. BASIC COMPETENCIES

Units of Competency
500311105 Participate in workplace communication
500311106 Work in a team environment
500311107 Practice career professionalism
500311108 Practice occupational health and safety procedures

CODE NO. COMMON COMPETENCIES

Units of Competency
CON931201 Prepare construction materials and tools
CON311201 Observe procedures, specifications and manuals of
instruction
CON311202 Interpret technical drawings and plans
CON311203 Perform mensurations and calculations
CON311204 Maintain tools and equipment

CODE NO. CORE COMPETENCIES

CON833309 Perform pre- and post-operation procedures for lifting
equipment
CON833310 Perform basic preventive maintenance servicing for lifting
equipment
CON833315 Perform productive operation for forklift

A person who has achieved this Qualification is competent to be a -

 Forklift operator

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 SECTION 2 COMPETENCY STANDARDS

This section gives the details and contents of the core units of competency
required in HEAVY EQUIPMENT OPERATION - FORKLIFT. These units of
competency are categorized into basic, common and core competencies.

BASIC COMPETENCIES

UNIT OF COMPETENCY: PARTICIPATE IN WORKPLACE COMMUNICATION

UNIT CODE : 500311105
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes required to
gather, interpret and convey information in response to
workplace requirements.

ELEMENT PERFORMANCE CRITERIA

Italicized terms are elaborated in the Range of Variables
1. Obtain and convey 1.1 Specific and relevant information is accessed from
workplace appropriate sources
information 1.2 Effective questioning , active listening and speaking skills are
used to gather and convey information
1.3 Appropriate medium is used to transfer information and ideas
1.4 Appropriate non- verbal communication is used
1.5 Appropriate lines of communication with supervisors and
colleagues are identified and followed
1.6 Defined workplace procedures for the location and storage of
information are used
1.7 Personal interaction is carried out clearly and concisely

2. Participate in 2.1 Team meetings are attended on time

workplace 2.2 Own opinions are clearly expressed and those of others are
meetings and listened to without interruption
discussions 2.3 Meeting inputs are consistent with the meeting purpose and
established protocols
2.4 Workplace interactions are conducted in a courteous manner
2.5 Questions about simple routine workplace procedures and
maters concerning working conditions of employment are
asked and responded to
2.6 Meetings outcomes are interpreted and implemented

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

3. Complete relevant 3.1 Range of forms relating to conditions of employment are
work related completed accurately and legibly
documents 3.2 Workplace data is recorded on standard workplace forms and
documents
3.3 Basic mathematical processes are used for routine calculations
3.4 Errors in recording information on forms/ documents are
identified and properly acted upon
3.5 Reporting requirements to supervisor are completed according
to organizational guidelines

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 RANGE OF VARIABLES
VARIABLE RANGE
1. Appropriate sources 1.1. Team members
1.2. Suppliers
1.3. Trade personnel
1.4. Local government
1.5. Industry bodies

2. Medium 2.1. Memorandum

2.2. Circular
2.3. Notice
2.4. Information discussion
2.5. Follow-up or verbal instructions
2.6. Face to face communication

3. Storage 3.1. Manual filing system

3.2. Computer-based filing system

4. Forms 4.1. Personnel forms, telephone message forms, safety

reports

5. Workplace interactions 5.1. Face to face

5.2. Telephone
5.3. Electronic and two way radio
5.4. Written including electronic, memos, instruction and
forms, non-verbal including gestures, signals, signs
and diagrams

6. Protocols 6.1. Observing meeting

6.2. Compliance with meeting decisions
6.3. Obeying meeting instructions

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 EVIDENCE GUIDE
1. Critical Aspects of Assessment requires evidence that the candidate:
Competency 1.1. Prepared written communication following standard
format of the organization
1.2. Accessed information using communication equipment
1.3. Made use of relevant terms as an aid to transfer
information effectively
1.4. Conveyed information effectively adopting the formal or
informal communication

2. Underpinning 2.1. Effective communication

Knowledge and Attitudes 2.2. Different modes of communication
2.3. Written communication
2.4. Organizational policies
2.5. Communication procedures and systems
2.6. Technology relevant to the enterprise and the
individual’s work responsibilities

3. Underpinning Skills 3.1. Follow simple spoken language

3.2. Perform routine workplace duties following simple
written notices
3.3. Participate in workplace meetings and discussions
3.4. Complete work related documents
3.5. Estimate, calculate and record routine workplace
measures
3.6. Basic mathematical processes of addition, subtraction,
division and multiplication
3.7. Ability to relate to people of social range in the
workplace
3.8. Gather and provide information in response to
workplace Requirements

4. Resource Implications 4.1.Fax machine

4.2.Telephone
4.3.Writing materials
4.4.Internet

5. Methods of Assessment 5.1. Direct Observation

5.2. Oral interview and written test

6. Context of Assessment 6.1. Competency may be assessed individually in the actual

workplace or through accredited institution

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

UNIT OF COMPETENCY: WORK IN TEAM ENVIRONMENT
UNIT CODE : 500311106
UNIT DESCRIPTOR : This unit covers the skills, knowledge and attitudes to
identify role and responsibility as a member of a team.

ELEMENT PERFORMANCE CRITERIA

Italicized terms are elaborated in the Range of Variables
1. Describe team role and 1.1. The role and objective of the team is identified from
scope available sources of information
1.2. Team parameters, reporting relationships and
responsibilities are identified from team discussions
and appropriate external sources

2. Identify own role and 2.1. Individual role and responsibilities within the team
responsibility within environment are identified
team 2.2. Roles and responsibility of other team members are
identified and recognized
2.3. Reporting relationships within team and external to
team are identified

3. Work as a team 3.1. Effective and appropriate forms of communications

member used and interactions undertaken with team members
who contribute to known team activities and objectives
3.2. Effective and appropriate contributions made to
complement team activities and objectives, based on
individual skills and competencies and workplace
context
3.3. Observed protocols in reporting using standard
operating procedures
3.4. Contribute to the development of team work plans
based on an understanding of team’s role and
objectives and individual competencies of the
members.

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 RANGE OF VARIABLES

VARIABLE RANGE
1. Role and objective of 1.1. Work activities in a team environment with enterprise
team or specific sector
1.2. Limited discretion, initiative and judgement maybe
demonstrated on the job, either individually or in a
team environment

2. Sources of information 2.1. Standard operating and/or other workplace

procedures
2.2. Job procedures
2.3. Machine/equipment manufacturer’s specifications and
instructions
2.4. Organizational or external personnel
2.5. Client/supplier instructions
2.6. Quality standards
2.7. OHS and environmental standards

3. Workplace context 3.1. Work procedures and practices

3.2. Conditions of work environments
3.3. Legislation and industrial agreements
3.4. Standard work practice including the storage, safe
handling and disposal of chemicals
3.5. Safety, environmental, housekeeping and quality
guidelines

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 EVIDENCE GUIDE

1. Critical aspects of Assessment requires evidence that the candidate:

competency 1.1. Operated in a team to complete workplace activity
1.2. Worked effectively with others
1.3. Conveyed information in written or oral form
1.4. Selected and used appropriate workplace language
1.5. Followed designated work plan for the job
1.6. Reported outcomes

2. Underpinning 2.1. Communication process

Knowledge and Attitude 2.2. Team structure
2.3. Team roles
2.4. Group planning and decision making

3. Underpinning Skills 3.1. Communicate appropriately, consistent with the culture

of the workplace

4. Resource Implications The following resources MUST be provided:

4.1. Access to relevant workplace or appropriately
simulated environment where assessment can take
place
4.2. Materials relevant to the proposed activity or tasks

5. Methods of Assessment Competency may be assessed through:

5.1. Observation of the individual member in relation to
the work activities of the group
5.2. Observation of simulation and or role play involving the
participation of individual member to the attainment of
organizational goal
5.3. Case studies and scenarios as a basis for discussion
of issues and strategies in teamwork

6. Context for Assessment 6.1. Competency may be assessed in workplace or in a

simulated workplace setting
6.2. Assessment shall be observed while task are being
undertaken whether individually or in group

UNIT OF COMPETENCY: PRACTICE CAREER PROFESSIONALISM

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

UNIT CODE : 500311107
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes in
promoting career growth and advancement.

PERFORMANCE CRITERIA
ELEMENT Italicized terms are elaborated in the
Range of Variables
1. Integrate personal 1.1 Personal growth and work plans are pursued towards
objectives with improving the qualifications set for the profession
organizational goals 1.2 Intra- and interpersonal relationships is are maintained in
the course of managing oneself based on performance
evaluation
1.3 Commitment to the organization and its goal is
demonstrated in the performance of duties

2. Set and meet work 2.1 Competing demands are prioritized to achieve personal,
priorities team and organizational goals and objectives.
2.2 Resources are utilized efficiently and effectively to
manage work priorities and commitments
2.3 Practices along economic use and maintenance of
equipment and facilities are followed as per established
procedures

3. Maintain professional 3.1 Trainings and career opportunities are identified and
growth and development availed of based on job requirements
3.2 Recognitions are sought/received and demonstrated
as proof of career advancement
3.3 Licenses and/or certifications relevant to job and
career are obtained and renewed

RANGE OF VARIABLES

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 VARIABLE RANGE
1. Evaluation 1.1 Performance Appraisal
1.2 Psychological Profile
1.3 Aptitude Tests

2. Resources 2.1 Human

2.2 Financial
2.3 Technology
2.3.1 Hardware
2.3.2 Software

3. Trainings and career 3.1 Participation in training programs

opportunities 3.1.1 Technical
3.1.2 Supervisory
3.1.3 Managerial
3.1.4 Continuing Education
3.2 Serving as Resource Persons in conferences and
workshops

4. Recognitions 4.1 Recommendations

4.2 Citations
4.3 Certificate of Appreciation
4.4 Commendations
4.5 Awards
4.6 Tangible and Intangible Rewards

5. Licenses and/or 5.1 National Certificates

certifications 5.2 Certificate of Competency
5.3 Support Level Licenses
5.4 Professional Licenses

EVIDENCE GUIDE
1. Critical Aspects of Assessment requires evidence that the candidate:

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 Competency 1.1 Attained job targets within key result areas (KRAs)
1.2 Maintained intra - and interpersonal relationship in the
course of managing oneself based on performance
evaluation
1.3 Completed trainings and career opportunities which are
based on the requirements of the industries
1.4 Acquired and maintained licenses and/or certifications
according to the requirement of the qualification

2. Underpinning 2.1 Work values and ethics (Code of Conduct, Code of

Knowledge Ethics, etc.)
2.2 Company policies
2.3 Company operations, procedures and standards
2.4 Fundamental rights at work including gender sensitivity
2.4 Personal hygiene practices

3. Underpinning Skills 3.1 Appropriate practice of personal hygiene

3.2 Intra and Interpersonal skills
3.3 Communication skills

4. Resource Implications The following resources MUST be provided:

4.1 Workplace or assessment location
4.2 Case studies/scenarios

5. Methods of Assessment Competency may be assessed through:

5.1 Portfolio Assessment
5.2 Interview
5.3 Simulation/Role-plays
5.4 Observation
5.5 Third Party Reports
5.6 Exams and Tests

6. Context of Assessment 6.1 Competency may be assessed in the work place or in a

simulated work place setting

UNIT OF COMPETENCY : PRACTICE OCCUPATIONAL HEALTH AND SAFETY

PROCEDURES

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

UNIT CODE : 500311108
UNIT DESCRIPTOR : This unit covers the outcomes required to comply with
regulatory and organizational requirements for
occupational health and safety.

PERFORMANCE CRITERIA
ELEMENT Italicized terms are elaborated in the
Range of Variables
1. Identify hazards and risks 1.1 Safety regulations and workplace safety and
hazard control practices and procedures are
clarified and explained based on organization
procedures
1.2 Hazards/risks in the workplace and their
corresponding indicators are identified to minimize
or eliminate risk to co-workers, workplace and
environment in accordance with organization
procedures
1.3 Contingency measures during workplace
accidents, fire and other emergencies are
recognized and established in accordance with
organization procedures

2. Evaluate hazards and risks 2.1 Terms of maximum tolerable limits which when
exceeded will result in harm or damage are
identified based on threshold limit values (TLV)
2.2 Effects of the hazards are determined
2.3 OHS issues and/or concerns and identified safety
hazards are reported to designated personnel in
accordance with workplace requirements and
relevant workplace OHS legislation

3. Control hazards and risks 3.1 Occupational Health and Safety (OHS) procedures
for controlling hazards/risks in workplace are
consistently followed
3.2 Procedures for dealing with workplace accidents, fire
and emergencies are followed in accordance with
organization OHS policies
3.3 Personal protective equipment (PPE) is correctly
used in accordance with organization OHS
procedures and practices
3.4 Appropriate assistance is provided in the event of a
workplace emergency in accordance with
established organization protocol

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

4. Maintain OHS awareness 4.1 Emergency-related drills and trainings are
participated in as per established organization
guidelines and procedures
4.2 OHS personal records are completed and updated
in accordance with workplace requirements

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 RANGE OF VARIABLES

VARIABLE RANGE
1. Safety regulations May include but are not limited to:
1.1 Clean Air Act
1.2 Building code
1.3 National Electrical and Fire Safety Codes
1.4 Waste management statutes and rules
1.5 Philippine Occupational Safety and Health Standards
1.6 DOLE regulations on safety legal requirements
1.7 ECC regulations

2. Hazards/Risks May include but are not limited to:

2.1 Physical hazards – impact, illumination, pressure, noise,
vibration, temperature, radiation
2.2 Biological hazards- bacteria, viruses, plants, parasites,
mites, molds, fungi, insects
2.3 Chemical hazards – dusts, fibers, mists, fumes, smoke,
gasses, vapors
2.4 Ergonomics
2.4.1 Psychological factors – over exertion/ excessive
force, awkward/static positions, fatigue, direct
pressure, varying metabolic cycles
2.4.2 Physiological factors – monotony, personal
relationship, work out cycle

3. Contingency measures May include but are not limited to:

3.1 Evacuation
3.2 Isolation
3.3 Decontamination
3.4 (Calling designed) emergency personnel

4. PPE May include but are not limited to:

4.1 Mask
4.2 Gloves
4.3 Goggles
4.4 Hair Net/cap/bonnet
4.5 Face mask/shield
4.6 Ear muffs
4.7 Apron/Gown/coverall/jump suit
4.8 Anti-static suits

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

5. Emergency-related drills 5.1 Fire drill
and training 5.2 Earthquake drill
5.3 Basic life support/CPR
5.4 First aid
5.5 Spillage control
5.6 Decontamination of chemical and toxic
5.7 Disaster preparedness/management

6. OHS personal records 6.1 Medical/Health records

6.2 Incident reports
6.3 Accident reports
6.4 OHS-related training completed

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

EVIDENCE GUIDE
1. Critical Aspects of Assessment requires evidence that the candidate:
Competency 1.1 Explained clearly established workplace safety and
hazard control practices and procedures
1.2 Identified hazards/risks in the workplace and its
corresponding indicators in accordance with company
procedures
1.3 Recognized contingency measures during workplace
accidents, fire and other emergencies
1.4 Identified terms of maximum tolerable limits based on
threshold limit value- TLV.
1.5 Followed Occupational Health and Safety (OHS)
procedures for controlling hazards/risks in workplace
1.6 Used Personal Protective Equipment (PPE) in
accordance with company OHS procedures and
practices
1.7 Completed and updated OHS personal records in
accordance with workplace requirements
2. Underpinning 2.1 OHS procedures and practices and regulations
Knowledge and 2.2 PPE types and uses
Attitude 2.3 Personal hygiene practices
2.4 Hazards/risks identification and control
2.5 Threshold Limit Value -TLV
2.6 OHS indicators
2.7 Organization safety and health protocol
2.8 Safety consciousness
2.9 Health consciousness

3. Underpinning 3.1 Practice of personal hygiene

Skills 3.2 Hazards/risks identification and control skills
3.3 Interpersonal skills
3.4 Communication skills

4. Resource Implications The following resources must be provided:

4.1 Workplace or assessment location
4.2 OHS personal records
4.3 PPE
4.4 Health records
5. Methods of Assessment Competency may be assessed through:
5.1 Portfolio Assessment
5.2 Interview
5.3 Case Study/Situation
6. Context for Assessment 6.1 Competency may be assessed in the work place or in a
simulated work place setting

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 COMMON COMPETENCIES

UNIT OF COMPETENCY: PREPARE CONSTRUCTION MATERIALS AND TOOLS

UNIT CODE : CON931201
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes on
identifying, requesting and receiving construction materials
and tools based on the required performance standards.

PERFORMANCE CRITERIA
ELEMENT Italicized terms are elaborated in the
Range of Variable
1. Identify materials 1.1 Materials are listed as per job requirements
1.2 Quantity and description of materials conform
with the job requirements
1.3 Tools and accessories are identified according to
job requirements

2. Requisition materials 2.1 Materials and tools needed are requested

according to the list prepared
2.2 Request is done as per company standard
operating procedures (SOP)
2.2 Substitute materials and tools are provided without
sacrificing cost and quality of work

3. Receive and inspect 3.1 Materials and tools issued are inspected as per
materials quantity and specification
3.2 Tools, accessories and materials are checked for
damages according to enterprise procedures
3.3 Materials and tools are set aside to appropriate
location nearest to the workplace

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 RANGE OF VARIABLES
VARIABLE RANGE
1. Materials and Tools 1.1 Electrical supplies
1.2 Structural
1.3 Plumbing
1.4 Welding/pipefitting
1.5 Carpentry
1.6 Masonry

2. Description of Materials and 2.1 Brand name

Tools 2.2 Size
2.3 Capacity
2.4 Kind of application

3. Company standard 3.1 Job order

procedures 3.2 Requisition slip
3.3 Borrower slip

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 EVIDENCE GUIDE
1. Critical aspects Assessment requires evidence that the candidate:
of competency 1.1 Listed materials and tools according to quantity and job
requirements
1.2 Requested materials and tools according to the list prepared
and as per company SOP
1.3 Inspected issued materials and tools as per quantity and job
specifications
1.4 Tools provided with appropriate safety devices

2. Underpinning 2.1 Types and uses of construction materials and tools

knowledge 2.2 Different forms
2.3 Requisition procedures

3. Underpinning 3.1 Preparing materials and tools

skills 3.2 Proper handling of tools and equipment
3.3 Following instructions

4. Resource The following resources should be provided:

implications 4.1 Workplace location
4.2 Materials relevant to the unit of competency
4.3 Technical plans, drawings and specifications relevant to the
activities

5. Methods of Competency in this unit must be assessed through:

assessment 5.1 Direct observation and oral questioning

6. Context of 6.1 Competency may be assessed in the workplace or in a

assessment simulated workplace
6.2 Competency assessment must be undertaken in accordance
with the endorsed TESDA assessment guidelines

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

UNIT OF COMPETENCY: OBSERVE PROCEDURES, SPECIFICATIONS AND
MANUALS OF INSTRUCTIONS
UNIT CODE : CON311201
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes on
identifying, interpreting, applying services to specifications
and manuals and storing manuals.

PERFORMANCE CRITERIA
ELEMENT Italicized terms are elaborated in the
Range of Variables
1. Identify and access 1.1 Appropriate manuals are identified and accessed
specification/manuals as per job requirements
1.2 Version and date of manual are checked to
ensure that correct specification and procedures
are identified

2. Interpret manuals 2.1 Relevant sections, chapters of specifications/

manuals are located in relation to the work to be
conducted
2.2 Information and procedure in the manual are
interpreted in accordance with industry practices

3. Apply information in manual 3.1 Manual is interpreted according to job

requirements
3.2 Work steps are correctly identified in accordance
with manufacturer's specification
3.3 Manual data are applied according to the given
task
3.4 All correct sequencing and adjustments are
interpreted in accordance with information
contained on the manual or specifications

4. Store manuals 4.1 Manual or specification is stored appropriately to

prevent damage, ready access and updating of
information when required in accordance with
company requirements

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

RANGE OF VARIABLES
VARIABLE RANGE
1. Procedures, Specifications Kinds of Manuals:
and Manuals of Instructions 1.1 Manufacturer's Specification Manual
1.2 Repair Manual
1.3 Maintenance Procedure Manual
1.4 Periodic Maintenance Manual

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

EVIDENCE GUIDE
1. Critical aspects Assessment requires that the candidate:
of competency 1.1 Identified and accessed specification/manuals as per job
requirements
1.2 Interpreted manuals in accordance with industry practices
1.3 Applied information in manuals according to the given task
1.4 Stored manuals in accordance with company requirements

2. Underpinning 2.1 Types of manuals used in construction sector

knowledge 2.2 Identification of symbols used in the manuals
2.3 Identification of units of measurements
2.4 Unit conversion

3. Underpinning 3.1 Reading and comprehension skills required to identify and

skills interpret construction manuals and specifications
3.2 Accessing information and data

4. Resource The following resources should be provided:

implications 4.1 All manuals/catalogues relative to construction
sector

5. Methods of Competency should be assessed through:

assessment 5.1 Direct observation
5.2 Questions/interview

Assessment of underpinning knowledge and practical skills may be

combined

6. Context of 6.1 Competency assessment must be undertaken in accordance

assessment with the endorsed TESDA assessment guidelines
6.2 Assessment may be conducted in the workplace or a simulated
environment

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

UNIT OF COMPETENCY: INTERPRET TECHNICAL DRAWINGS AND PLANS
UNIT CODE : CON311202
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes on
analyzing and interpreting symbols, data and work plan
based on the required performance standards.

PERFORMANCE CRITERIA
ELEMENT Italicized terms are elaborated in the
Range of Variables
1. Analyze signs, symbols and 1.1 Technical plans are obtained according to job
data requirements
1.2 Signs, symbols and data are identified according
to job specifications
1.3 Signs symbols and data are determined
according to classification or as appropriate in
drawing

2. Interpret technical drawings 2.1 Necessary tools, materials and equipment are
and plans identified according to the plan
2.2 Supplies and materials are listed according to
specifications
2.3 Components, assemblies or objects are
recognized as required
2.4 Dimensions are identified as appropriate to the
plan
2.5 Specification details are matched with
existing/available resources and in line with job
requirements
2.6 Work plan is drawn following the specifications

3. Apply freehand sketching 3.1 Where applicable, correct freehand sketching is

produced in accordance with the job
requirements

RANGE OF VARIABLES

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 VARIABLE RANGE
1. Technical plans Including but not limited to:
1.1 Electrical plans
1.2 Structural plans
1.3 Architectural plans
1.4 Plumbing plans
1.5 Welding Procedures Specifications (WPS)

2. Work plan 2.1 Job requirements

2.2 Installation instructions
2.3 Components instruction

3. Classification Including but not limited to:

3.1 Electrical
3.2 Mechanical
3.3 Plumbing

4. Drawing 4.1 Drawing symbols

4.2 Alphabet of lines
4.3 Orthographic views
- Front view
- Right side view/left side view
- Top view
- Pictorial
4.4 Schematic diagram
4.5 Electrical drawings
4.6 Structural drawings
4.7 Plumbing drawings
- Water
- Sewerage/Drainage
- Ventilation
4.8 Welding symbols
5. Tools and materials Including but not limited to:
5.1 Compass
5.2 Divider
5.3 Rulers
5.4 Triangles
5.5 Drawing tables
5.6 Computer

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

EVIDENCE GUIDE
1. Critical aspects Assessment requires that the candidate:
of competency 1.1 Identified and determined signs, symbols and data according to
work plan, job requirements and classifications
1.2 Identified tools and equipment in accordance with job
requirements
1.3 Listed supplies and materials according to blueprint
specifications
1.4 Drawn workplan following specifications
1.5 Determined job specifications based on working/technical
drawing

2. Underpinning 2.1 TRADE MATHEMATICS

knowledge 2.1.1 Linear measurement
2.1.2 Dimension
2.1.3 Unit conversion
2.2 BLUEPRINT READING AND PLAN SPECIFICATION
2.2.1 Electrical, mechanical plan, symbols and abbreviations
2.2.2 Drawing standard symbols
2.3 TRADE THEORY
2.3.1 Basic technical drawing
2.3.2 Types technical plans
2.3.3 Various types of drawings
2.3.4 Notes and specifications

3. Underpinning 3.1 Interpreting drawing/orthographic drawing

skills 3.2 Interpreting technical plans
3.3 Matching specification details with existing resources
3.4 Following instructions
3.5 Handling of drawing instruments

4. Resource The following resources should be provided:

implications 4.1 Workplace
4.2 Drawings and specification relevant to task
4.3 Materials and instrument relevant to proposed activity

5. Methods of Competency should be assessed through:

assessment 5.1 Direct observation
5.2 Questions/interview
5.3 Written test related to underpinning knowledge

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

6. Context of 6.1 Competency assessment may occur in the workplace or in any
assessment appropriate simulated environment
6.2 Assessment shall be observed while task are being undertaken
whether individually or in group
6.3 Competency assessment must be undertaken in accordance
with the endorsed TESDA assessment guidelines

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

UNIT OF COMPETENCY: PERFORM MENSURATIONS AND CALCULATIONS
UNIT CODE : CON311203
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes on
identifying and measuring objects based on the required
performance standards.

PERFORMANCE CRITERIA
ELEMENT Italicized terms are elaborated in the
Range of Variable
1. Select measuring instruments 1.1 Object or component to be measured is identified,
classified and interpreted according to the
appropriate regular geometric shape
1.2 Measuring tools are selected/identified as per
object to be measured or job requirements
1.3 Correct specifications are obtained from relevant
sources
1.4 Appropriate measuring instruments are selected
according to job requirements
1.5 Alternative measuring tools are used without
sacrificing cost and quality of work

2. Carry out measurements and 2.1 Accurate measurements are obtained according
calculations to job requirements
2.3 Alternative measuring tools are used
without sacrificing cost and quality of work
2.4 Calculation needed to complete work tasks are
performed using the four basic process of
addition (+), subtraction (-), multiplication (x) and
division (/) including but not limited to:
trigonometric functions, algebraic computations
2.5 Calculations involving fractions, percentages and
mixed numbers are used to complete workplace
tasks
2.6 Numerical computation is self-checked and
corrected for accuracy
2.7 Instruments are read to the limit of accuracy of
the tool
2.8 Systems of measurement identified and
converted according to job requirements/ISO
2.9 Workpieces are measured according to job
requirements

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 RANGE OF VARIABLES
VARIABLE RANGE
1. Geometric shape Including but is not limited to:
1.1 Round
1.2 Square
1.3 Rectangular
1.4 Triangle
1.5 Sphere
1.6 Conical

2. Measuring instruments Including but not limited to:

2.1 Micrometer (In-out, depth)
2.2 Vernier caliper (out, inside)
2.3 Dial gauge with mag, std.
2.4 Straight edge
2.5 Thickness gauge
2.6 Torque gauge
2.7 Small hole gauge
2.8 Telescopic gauge
2.9 Try-square
2.10 Protractor
2.11 Combination gauge
2.12 Steel rule
2.13 Voltmeter
2.14 Ammeter
2.15 Mega-ohmeter
2.16 Kilowatt hour meter
2.17 Gauges
2.18 Thermometers

3. Measurements and 3.1 Linear

calculations 3.2 Volume
3.3 Area
3.4 Wattage
3.5 Voltage
3.6 Resistance
3.7 Amperage
3.8 Frequency
3.9 Impedance

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 VARIABLE RANGE
3.10 Conductance
3.11 Capacitance
3.12 Displacement
3.13 Inside diameter
3.14 Circumference
3.15 Length
3.16 Thickness
3.17 Outside diameter
3.18 Taper
3.19 Out of roundness
3.20 Oil clearance
3.21 End play/Thrust clearance

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

EVIDENCE GUIDE
1. Critical aspects Assessment requires that the candidate:
of competency 1.1 Selected and prepared appropriate measuring instruments in
accordance with job requirements
1.2 Performed measurements and calculations according to job
requirements/ ISO

2. Underpinning 2.1 TRADE MATHEMATICS / MENSURATION

knowledge 2.1.1 Four fundamental operation
2.1.2 Linear measurement
2.1.3 Dimensions
2.1.4 Unit conversion
2.1.5 Ratio and proportion
2.1.6 Trigonometric functions
2.1.7 Algebraic equations

3. Underpinning 3.1 Performing calculation by addition, subtraction, multiplication

skills and division; trigonometric functions and algebraic equations
3.2 Visualizing objects and shapes
3.3 Interpreting formulas for volume, areas, perimeters of plane
and geometric figures
3.4 Proper handling of measuring instruments

4. Resource The following resources should be provided:

implications 4.1 Workplace location
4.2 Problems to solve
4.3 Measuring instrument appropriate to carry out tasks
4.4 Instructional materials relevant to the propose activity

Assessment of underpinning knowledge and practical skills may be

combined

5. Methods of Competency should be assessed through:

assessment 5.1 Actual demonstration
5.2 Direct observation
5.3 Written test/questioning related to underpinning knowledge

6. Context of 6.1 Competency assessment may occur in workplace or any

assessment appropriate simulated environment
6.2 Assessment shall be observed while task are being undertaken
whether individually or in group
6.3 Competency assessment must be undertaken in accordance
with the TESDA assessment guidelines

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

UNIT OF COMPETENCY: MAINTAIN TOOLS AND EQUIPMENT
UNIT CODE : CON311204
UNIT DESCRIPTOR : This unit covers the knowledge, skills and attitudes on
checking condition, performing preventive maintenance and
storing of tools and equipment based on the required
performance standards.

PERFORMANCE CRITERIA
ELEMENTS Italicized terms are elaborated in the
Range of Variables
1. Check condition of tools and 1.1 Materials, tools and equipment are identified
equipment according to classification and job requirements
1.2 Non-functional tools and equipment are
segregated and labeled according to
classification
1.3 Safety of tools and equipment are observed in
accordance with manufacturer's instructions
1.4 Condition of PPE are checked in accordance with
manufacturer's instructions

2. Perform basic preventive 2.1 Appropriate lubricants are identified according to

maintenance types of equipment
2.2 Tools and equipment are lubricated according to
preventive maintenance schedule or
manufacturer's specifications
2.2 Measuring instruments are checked and
calibrated in accordance with manufacturer’s
instructions
2.4 Tools are cleaned and lubricated according to
standard procedures
2.5 Defective instruments, equipment and
accessories are inspected and replaced
according to manufacturer’s specifications
2.6 Tools are inspected, repaired and replaced after
use
2.7 Work place is cleaned and kept in safe state in
line with OHSA regulations

3. Store tools and equipment 3.1 Inventory of tools, instruments and equipment
are conducted and recorded as per company
practices
3.2 Tools and equipment are stored safely in
appropriate locations in accordance with
manufacturer's specifications or company
procedures

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

RANGE OF VARIABLES
VARIABLE RANGE
1. Materials Including but not limited to:
1.1 Lubricants
1.2 Cleaning materials
1.3 Rust remover
1.4 Rugs
1.5 Spare parts

2. Tools and equipment Including but not limited to:

2.1 Tools
- Cutting tools - hacksaw, crosscut saw, rip
saw
- Boring tools - auger, brace, grinlet, hand
drill
- Holding tools - vise grip, C-clamp, bench
vise
- Threading tools - die and stock, taps

2.2 Measuring instruments/equipment

3. PPE Including but not limited to:

3.1 Goggles
3.2 Gloves
3.3 Safety shoes
3.4 Aprons/Coveralls

4. Forms 4.1 Maintenance schedule forms

4.2 Requisition slip
4.3 Inventory Form
4.4 Inspection Form
4.5 Procedures

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

EVIDENCE GUIDE
1. Critical aspects Assessment requires that the candidate:
of competency 1.1 Selected and used appropriate processes, tools and
equipment to carry out task
1.2 Identified functional and non-functional tools and equipment
1.3 Checked, lubricated and calibrated tools, equipment and
instruments according to manufacturer’s specifications
1.4 Replaced defective tools, equipment and their accessories
1.5 Observed and applied safe handling of tools and equipment
and safety work practices
1.6 Prepared and submitted inventory report, where applicable
1.7 Maintained workplace in accordance with OHSA regulations
1.8 Stored tools and equipment safely in appropriate locations and
in accordance with company practices

2. Underpinning 2.1 SAFETY PRACTICES

knowledge 2.1.1 Use of PPE
2.1.2 Handling of tools and equipment
2.1.3 Good housekeeping
3.2 MATERIALS, TOOLS AND EQUIPMENT
2.2.1 Types and uses of lubricants
2.2.2 Types and uses of cleaning materials
2.2.3 Types and uses of measuring instruments and
equipment
3.3 PREVENTIVE MAINTENANCE
2.3.1 Methods and techniques
2.3.2 Procedures

3. Underpinning 3.1 Preparing maintenance materials, tools and equipment

skills 3.2 Proper handling of tools and equipment
3.3 Performing preventive maintenance
3.3 Following instructions

4. Resource The following resources should be provided:

implications 4.1 Workplace
4.2 Maintenance schedule
4.2 Maintenance materials, tools and equipment relevant to the
proposed activity/task

5. Methods of Competency should be assessed through:

assessment 5.1 Direct observation
5.2 Written test/questioning relevant to underpinning knowledge

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

6. Context of 6.1 Competency assessment may occur in workplace or any
assessment appropriate simulated environment
6.2 Competency assessment must be undertaken in accordance
with the endorsed TESDA assessment guidelines

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 CORE COMPETENCIES

UNIT OF COMPETENCY: PERFORM PRE- AND POST-OPERATION

PROCEDURES FOR LIFTING EQUIPMENT
UNIT CODE: CON833309
UNIT DESCRIPTOR: This unit involves knowledge, skills and attitudes in
performing procedures before and after productive
operation of lifting equipment.

ELEMENT PERFORMANCE CRITERIA

Italicized terms are elaborated in the
Range of Variables
1. Perform visual check of 1.1 Lifting equipment is selected based on job
equipment requirements.
1.2 Operator-serviceable (OS) parts are
checked in accordance with equipment
checklist and manufacturer’s procedures.
1.3 Walk-around check is performed with
equipment checklist and with engine
stopped/not running.

2. Perform “B L O W A F” 2.1 “BLOWAF” check is performed with

check checklist form and with engine stopped/not
running.
2.2 Fluid levels are maintained in accordance
with equipment maintenance manual.
2.3 Abnormal conditions noted in checklist and
reported to authorized person.

3. Perform operation check 3.1 Starting/running check is performed with

checklist and in accordance with
manufacturer’s recommendations.
3.2 Brake, steering and controls are checked for
normal functioning as per manufacturer's
specifications.
3.3 Walk-around check is performed with
equipment checklist and while engine is
running.
3.4 Safety devices are checked for proper
functions in accordance with safe operating
procedures.

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 ELEMEN T PERFORMANCE CRITERIA
4. Perform post-operation 4.1 Equipment is parked and turned off after
procedures productive operation in accordance with
company rules and regulations.
4.2 Equipment controls are set into neutral
position and parking brakes are engaged
according to manufacturer’s operations
manual.
4.3 Safety locks and brakes are all set/engaged
in accordance with operator’s manual.
4.4 Walk-around inspection check is re-
conducted while doing engine cool down
4.5 Daily equipment time record/report (DETR) is
accomplished/submitted according to
company rules and regulations

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

RANGE OF VARIABLES
VARIABLE RANGE
1. Lifting 1.1 Rough Terrain Crane
1.2 Crawler Crane
1.3 Truck Mounted Crane
1.4 Forklift
1.4.1 Diesel
1.4.2 Gasoline or LPG
1.4.3 Electric
1.5 Tower Crane
1.5.1 Fixed Mounted
1.5.2 Rail Mounted
1.5.3 Self Erecting/Climbing Type
1.5.4 Free Standing Type
1.5.5 Luffing type

2. Lifting capacity 2.1 2.5 - 3.5 tons

2.2 5 - 10 tons
2.3 15 - 25 tons
2.4 35 tons and above

3. Operator 3.1 Air cleaner

serviceable 3.2 Battery terminals/Connection/Clamp/Case
parts (OS) 3.3 Belt/Lifting Chain
3.4 Grease/lube points
3.5 Fuel water separator/radiator
Rough Terrain Crane, Truck Mounted Crane, Forklift
3.6 Tire inflation
Forklift
3.7 Fuel tank
3.8 Hydraulic and brake master cylinder
3.9 Engine oil fan
3.10 Lights
3.11 Steering/Suspension
Crawler Crane
3.12 Track tension

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 VARIABLE RANGE
4. Walk-around 4.1 Engine off
check 4.1.1 Leaks
4.1.2 Worn out/damaged parts
4.1.3 Fluid levels
4.1.4 Loose parts and accessories (nuts/bolts/belts)
4.1.5 Missing parts and accessories
4.1.6 Pulleys (gantry and boom end)
Rough Terrain Crane, Crawler Crane, Truck Mounted
Crane and Tower Crane
4.1.7 Hook block assembly
4.1.7.1 Sheaves
4.1.7.2 Hook and latch
4.1.8 Wire rope cable/clip
Forklift
4.1.9 Fork condition
4.1.10 Fork chain/bearing
4.1.11 Levers and controls
4.1.11.1 Hoist
4.1.11.2 Tilt
4.1.11.3 Side shift
4.1.11.3 Steering wheels
4.1.11.4 Pedals
4.1.11.5 Hand brake
Forklift and Tower crane
4.1.12 Counter weight
Tower crane
4.1.13 Base foundation
4.1.14 Mask pins
Crawler Crane
4.1.15 Lattice boom (main and jib)

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 4.2 Engine on
Rough Terrain Crane, Truck Mounted Crane and
Forklift
4.2.1 Gauges and controls
4.2.2 Safety devices
Rough Terrain Crane and Truck Mounted Crane
4.2.3 Oil and air leaks
4.2.4 Working equipment function
4.2.4.1 Outriggers
4.2.4.2 Boom
4.2.4.3 Hoist
Forklift
4.2.4.4 Tilt
4.2.4.5 Lift
4.2.4.6 Steering
4.2.4.7 Cylinder

5. B L O W A F Rough Terrain Crane, Crawler Crane, Truck Mounted Crane

check and Forklift
5.1 Battery (starting and charging system)
5.2 Light (lighting system)
5.3 Oil (lubricating system)
5.4 Water (cooling system)
5.5 Air (intake and exhaust system)
5.6 Fuel (fuel system)

6. Fluid levels Rough Terrain Crane, Crawler Crane, Truck Mounted Crane
and Forklift
6.1 Engine oil
6.2 Hydraulic oil
6.3 Radiator coolant/radiator (maintenance type)
6.4 Battery electrolyte/distilled water
Rough Terrain Crane, Crawler Crane, and Truck Mounted
Crane
6.5 Brake/clutch fluid
Rough Terrain Crane and Forklift
6.6 Transmission/Gear oil
Rough Terrain Crane and Truck Mounted Crane
6.7 Steering oil
Truck Mounted Crane
6.8 Fuel
Forklift
6.9 Torque converter oil

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 VARIABLE RANGE
7. Authorized 7.1 Equipment Supervisor
person 7.2 Equipment Dispatcher/Foreman
7.3 Maintenance personnel

8. Starting/Running 8.1 Controls

check/operation 8.1.1 Travel
check Rough Terrain Crane, Crawler Crane, Truck Mounted
Crane and Tower Crane
8.1.2 Hoist
Rough Terrain Crane, Crawler Crane and Truck
Mounted Crane
8.1.3 Swing
8.1.4 Outrigger
8.1.5 Boom
Forklift
8.1.6. Tilt
8.1.7 Lift
8.1.8 Steering
8.1.9 Side shift
8.1.10 Stabilizer

8.2 Gauges
8.2.1 Hour meter
Rough Terrain, Crawler Crane, Truck Mounted Crane
and Forklift
8.2.2 Battery charging
8.2.3 Pressure (oil and air)
8.2.4 Temperature (oil and water)
8.2.5 RPM (Tachometer)
Rough Terrain, Crawler Crane, Truck Mounted and
Tower Crane
8.2.6 Boom angle indicator
Rough Terrain Crane, Crawler Crane, Truck Mounted
Crane and Forklift
8.2.7 Fuel indicator
Rough Terrain Crane, Truck Mounted Crane, Forklift
and Tower Crane
8.2.8 Speedometer
Forklift
8.2.9 Hydraulic pressure
8.3 Leaks in
Rough Terrain Crane, Crawler Crane, Truck Mounted
Crane and Forklift
8.3.1 Fuel

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 VARIABLE RANGE
8.3.2 Hydraulic
Terrain Crane, Crawler Crane, Truck Mounted Crane
and Tower Crane
8 3.3 Lubricating
Rough Rough Terrain Crane, Crawler Crane and Truck
Mounted Crane
8.3.4 Air
8.3.5 Cooling
Forklift and Tower Crane
8.3.6 Oil
Forklift
8.3.7 Water
8.3.8 Brake fluid
8.4 Electrical/switches
8.4.1 Lights
8.4.2 Horns
8.4.3 Wiper
Rough Terrain Crane, Crawler Crane, Truck Mounted Crane
and Forklift
8.5 Steering and brake

9. Safety devices Rough Terrain Crane, Crawler Crane, Truck Mounted Crane
and Tower Crane
9.1 Load moment indicator (LMI)
9.2 Anti two block (Limit switch)
Rough Terrain Crane, Crawler Crane, and Truck Mounted
Crane
9.3 Automatic crane stopper (ACS)
Forklift and Tower Crane
9.4 Emergency stop switch
Forklift
9.5 Back horn/warning horn
9.6 Signal/stop light
9.7 Blinkers
9.8 Safety belt
9.9 Overhead guard protector
9.10 Fork lock/tow pin lock
9.11 Parking brake

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 VARIABLE RANGE
Tower Crane
9.12 Limit switch
9.12.1 Hoisting
9.12.2 Slewing
9.12.3 Travelling
9.12.4 Trolleying
9.12.5 Derricking
9.13 Weather vaning devices
9.14 Beacon lights
9.15 Lighting arrester

10. Safety locks 10.1 Swing lock

10.2 House lock
10.3 Control lever lock
10.4 Door lock
Tower Crane
10.5 Slewing lock
10.6 Travelling ock

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

EVIDENCE GUIDE
1. Critical aspects Assessment requires evidence that the candidate:
of evidence to 1.1 Demonstrates ability to select equipment based on the job
be considered requirements
1.2 Demonstrates ability to check operator-serviceable (OS)
parts
1.3 Demonstrates ability to perform walk-around and
“BLOWAF” inspection following equipment checklist and
with engine stopped/not running.
1.4 Demonstrates ability to perform walk-around check while
engine is running.
1.5 Demonstrates ability to observe risk-control/safe procedures
1.6 Demonstrates ability to perform post-operation checking
procedures
1.7 Demonstrates ability to accomplish and submit daily
equipment time report (DETR)

2. Underpinning 2.1 Types and uses of personal protective equipment (PPE)

(related) 2.2 Controls, instruments, indicators and their usage
knowledge 2.3 Start-up and shutdown procedures
2.4 Familiarity with manufacturer’s operation manual
2.5 Familiarity with job site and work conditions
2.6 Familiarity with pre- and post-operation checklist

3. Underpinning 3.1 Performing pre- and post-operation procedures of

skills equipment using standard or special attachments
3.2 Using personal protective equipment
3.3 Maintaining equipment records
3.4 Communicating with work site personnel and clients
3.5 Complying with the manufacturer’s operation and
maintenance manual
3.6 Accomplishing pre- and post-operation checklists

4. Resource Things necessary for the conduct of assessment

implications 4.1 Appropriate work area for lifting equipment operation
4.2 Access to forklift equipment and manuals.

5. Method of Competency must be assessed through

assessment 5.1 Written/oral questioning
5.2 Direct observation/practical demonstration
5.3 Work record and documents

6. Context for 6.1 Assessment may be conducted on-the-job or in a simulated

assessment venue.

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

UNIT OF COMPETENCY: PERFORM BASIC PREVENTIVE-MAINTENANCE
SERVICING FOR LIFTING EQUIPMENT
UNIT CODE: CON833310
UNIT DESCRIPTOR: This unit involves the knowledge, skills and
attitudes required in conducting routine basic
preventive maintenance for lifting equipment.

PERFORMANCE CRITERIA
ELEMENT Bold and Italicized terms are elaborated in the
Range of Variables
1. Perform adjustment/s 1.1 Minor defects are identified and remedied in
replacements accordance with company/manufacturer’s
procedures.
1.2 Tools are selected based on job requirements.
1.3 Major defects are identified using check list
and referred to appropriate personnel for
action.

2. Perform basic preventive 2.1 OS parts/standards are identified and

maintenance servicing serviced according to manufacturer’s
(PMS) recommendations.
2.2 Fluids and lubricants are used based on
manufacturer’s manual.
2.3 Basic hand tools and equipment and
consumable materials are identified and used
in accordance with job requirements.
2.4 Basic preventive maintenance servicing
(PMS) is carried out in accordance with
manufacturer’s and/or site requirements/
conditions.

3. Prepare equipment reports 3.1 Daily checklist form is accomplished in

accordance with manufacturer’s/company
requirements.
3.2 Minor/major equipment defects are reported to
appropriate personnel.

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

RANGE OF VARIABLES
VARIABLE RANGE
1. Lifting 1.1 Rough-Terrain Crane
equipment 1.2 Truck-Mounted Crane
1.3 Crawler Crane
1.4 Forklift
1.4.1 Diesel
1.4.2 Gasoline/LPG
1.4.3 Electric

2. Minor defects 2.1 Weak battery

2.2 Air lock
2.3 Tire inflation
2.4 Belt tension
2.5 Clogged air cleaner
2.6 Defective radiator cap
Forklift
2.7 Loose clamps. Bolts and mountings
2.8 Presence of water in fuel separator

3. Major defects 3.1 Busted hydraulic hose

3.2 Hard starting engine
3.3 Excessive engine oil consumption
3.4 Leakage on
3.4.1 Air
3.4.2 Fuel
3.4.3 Cooling
3.4.4 Hydraulic system
3.5 Faulty gauges
3.6 Damaged/broken pulley
3.7 Incorrect/defective Load Moment Indicator (LMI)
3.8 Defective/frayed wire rope
Rough Terrain Crane and Truck Mounted Crane
3.9 Busted/flat tires
Rough Terrain Crane and Crawler Crane
3.10 Derailed track links
Forklift
3.11 Excessive engine oil consumption on:
3.11.1 Fuel
3.11.2 Water
3.11.3 Fluid
3.12 Poor engine performance
3.13 Weak brakes

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 VARIABLE RANGE
3.14 Defective electrical components
3.14.1 Charging
3.14.2 Lighting
3.14.3 Starting
3.14.4 Monitoring/gauges

4. Appropriate 4.1 Equipment supervisor/Foreman

personnel 4.2 Chief mechanic
4.3 Equipment maintenance personnel
Forklift
4.4 Dispatcher
4.5 Motor pool supervisor

5. Operator 5.1 Battery clamps

Serviceable 5.2 Belts
(OS) parts 5.3 Filters
5.3.1 Air cleaner
5.3.2 Water fuel separator/drain valve
5.4 All fluid caps
5.5 All grease points and fittings
5.6 Wire rope grease/lubricants
Forklift
5.7 Battery distilled water
5.8 Chain grease
5.9 All caps (e.g., water, oil, fluid, fuel)

6. Standards 6.1 Oil pressure

6.2 Air pressure
6.3 Temperatures
6.4 Tension
6.5 Clearance and distances
Forklift
6.6 Hydraulic pressure
6.7 Fuels
6.7.1 LPG
6.7.2 Diesel
6.7.3 Gasoline
6.7.4 Electric
6.8 Charging rate

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 VARIABLE RANGE
7. Fluids and 7.1 Engine oil
lubricants 7.2 Hydraulic oil
7.3 Brake fluid
7.4 Multi-purpose grease
7.5 Coolant
7.6 Battery solutions
Rough Terrain Crane and Truck Mounted Crane
7.7 Transmission oil
Truck Mounted Crane
7.8 Fuel
Forklift
7.9 Gear oil
7.10 Cleaning solutions
7.10.1 Detergent soap
7.10.2 Degreaser

8. Basic hand tools 8.1 Hand tools

and equipment 8.1.1 Wrenches
8.1.2 Pliers
8.1.3 Paint brush
8.1.4 Grease gun
8.1.5 Hammer
8.1.6 Vice grip
8.1.7 Measuring tape (instrument)
8.1.8 Steel brush
Rough Terrain Crane and Crawler Crane
8.1.9 Screw driver (positive and negative)
Truck Mounted Crane and Forklift
8.1.10 Screw driver (Philips and flat tip)
Rough Terrain Crane and Truck Mounted Crane
8.1.11 Tire gauge (instrument)
Crawler Crane
8.1.12 Mud removing tools
8.2 Equipment
8.2.1 High pressure washer
8.2.2 Air compressor

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 VARIABLE RANGE
9. Basic preventive May include but are not limited to:
maintenance 9.1 Check battery clamps
servicing 9.2 Check fan belt conditions (cracked or worn-out)
9.3 Adjust belt tensions (if necessary)
9.4 Clean/Replace filters
9.4.1 Air cleaner
9.4.2 Water separator
9.5 Replace defective fluid caps
9.6 Grease all fittings on lube points
9.7 Grease wire ropes

10. Site condition/ 10.1 Instructions

requirements 10.2 Signages
10.3 Work schedules
10.4 Work bulletin boards
10.5 Charts
10.6 Memos
10.7 Maps
10.8 Dusty
10.9 Windy
9.10 Terrain (muddy and slippery)
Forklift
9.11 Poor lighting
9.12 Vertical clearance
9.13 Overhead cable
9.14 Toxic/hazardous fumes

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

EVIDENCE GUIDE
1. Critical aspects Assessment requires evidence that the candidate:
of evidence to 1.1 Demonstrates ability to observe safety precautions
be considered 1.2 Demonstrates ability to identify minor defects with checklist
and service them in accordance with company rules and
regulations
1.3 Demonstrates ability to identify major defects with checklist
and report them to appropriate personnel and in
accordance with company rules and regulations
1.4 Demonstrates ability to identify OS parts/standards from
manufacturer's reference books/manuals
1.5 Demonstrates understanding of recommended fluid and
lubricants
1.6 Demonstrates ability to use basic hand tools and equipment
1.7 Demonstrates ability to accomplish and submit daily
checklist forms and reports

2. Underpinning 2.1 Company rules and regulations

(related) 2.2 Basic unit specifications (BUS)
knowledge 2.3 Safety (PPE, machine and environmental)
2.4 Controls and gauges
2.6 Components, systems and functions
2.7 Comprehension of operation and maintenance manual
2.8 Fluids and lubricants
2.9 Uses of basic hand tools and equipment
3. Underpinning 3.1 Using personal protective equipment (PPE)
skills 3.2 Accomplishing daily checklist forms
3.3 Performing basic preventive maintenance
3.4 Using basic hand tools and equipment
3.5 Reporting minor and major defects
4. Resource Things necessary for the conduct of assessment
implications 2.1 Access to lifting equipment specifications and manuals
4.2 Access to lifting equipment
4.3 Basic hand tools and equipment
4.4 Fluids and lubricants
4.5 PPE
4.6 Safety signages/barricades
5. Method of Competency must be assessed through
assessment 5.1 Written and/or oral questioning
5.2 Observation of practical demonstration
5.3 Work record and documents

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

6. Context for 6.1 Competency shall be assessed in a normal or simulated
assessment workplace environment and in accordance with safe work
procedures
6.2 Competency shall be assessed while work is being
undertaken independently

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

UNIT OF COMPETENCY: PERFORM PRODUCTIVE OPERATION FOR
FORKLIFT
UNIT CODE: 505833315
UNIT DESCRIPTOR: This unit covers the knowledge, skills and attitude
in performing lifting and materials-handling jobs
using the Forklift.

ELEMENT PERFORMANCE CRITERIA

Bold and Italicized terms are elaborated in the
Range of Variables
1. Load Forklift on low-bed 1.1 Appropriate ramp is checked/ considered for
trailer safe loading procedure.
1.2 Equipment is warmed up and readied for
loading operation on the ramp
1.3 Forklift is positioned on the ramp and slowly
traveled up to the bed of the suitable trailer in
accordance with the directions of the signalman
1.4 Forklift is safely parked on the bed of the
suitable trailer
1.5 Engine is properly shut off and parking brake is
engaged.
1.6 Forklift is re-checked to ensure that it is
securely lashed on the bed of the suitable
trailer.
1.7 Properly accomplished trip ticket is secured
from the appropriate personnel.

2. Unload Forklift from low-bed 2.1 Appropriate ramp is checked for safe unloading
trailer procedure.
2.2 Forklift is checked to ensure that it is safely
unlashed from the bed of the trailer for
unloading preparation.
2.3 Equipment is warmed up and readied for
unloading operation
2.4 Forklift is slowly traveled down from the bed of
the trailer toward the ramp in accordance with
the directions of the signalman
2.5 Forklift is safely parked on the appropriate area
and engine is shut off

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 ELEMENT PERFORMANCE CRITERIA
3. Check operational area 3.1 Work assignment/instruction is secured from
contracting parties.
3.2 Work area is checked for unsafe conditions
and proximity/accessibility to operational area
3.3 Barriers or warning signages are checked in
operational area.

4. Perform load handling 4.1 Forklift is properly positioned towards the load
operation based on job requirements.
4.2 Load center of gravity is observed according to
lifting capacity.
4.3 Fork ground safe clearance and carriage
position are maintained/observed during
traveling.
4.4 Forklift is driven in proper direction to achieve
safe handling of materials.
4.5 Loads/Cargoes are carefully handled in the
storage facilities in accordance with
load/cargo contents/specifications.
4.6 Operational hazards are identified and/or
anticipated and avoided through appropriate
hazard control.
4.7 Equipment performance is optimized to ensure
efficiency and to minimize engine wear and
tear.
4.8 Unexpected situations are responded in line
with company rules and regulations in a
manner that minimizes risk to workers and
equipment.
4.9 Forklift is parked, shutdown and secured in
accordance with company/manufacturer's
specifications and regulations

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

RANGE OF VARIABLES
VARIABLE RANGE
1. Unsafe conditions May include but are not limited to:
1.1 Hanging wires
1.2 Uneven operational surface area/flooring
1.3 Slope
1.4 Humps
1.5 Rails
1.6 Ground condition (soft)
1.7 Slippery/Wet working area
1.8 Scattered slings, wood planks,
1.9 Presence of unauthorized personnel (e.g. vendors,
well wishers, etc.)

2. Operational area May include but are not limited to:

2.1 Quay / Apron / dock
2.2 Pier
2.3 Yard
2.4 Delivery area
2.5 Storage area (indoor/outdoor)

3. Barriers or warning May include but are not limited to:

signages 3.1 Nylon cords
3.2 Caution tapes
3.3 Steel fence
3.4 Signages
3.4.1 Off limits
3.4.2 No Entry
3.4.3 No Smoking
3.4.4 Safety first

4. Positioned 4.1 Straight

4.2 Curve

5. Ground safe clearance 5.1 20 – 30 cm above ground

6. Proper direction 6.1 Forward (clear visibility)

6.2 Reverse (zero visibility, cargo pay load/shapes and
downward slope)

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 VARIABLE RANGE
7. Handling of materials 7.1 Direct/indirect delivery
7.2 Transshipment
7.3 Palletized cargo
7.4 Stuffing/unstuffing (containerized cargo)
7.5 Stacking/unstacking (break bulk)

8. Loads/Cargoes 8.1 Break bulk

8.2 Palletized/skid cargo
8.3 Containerized
8.4 Specialized cargo e.g. refrigerated, dangerous
goods and others

9. Load/Cargo contents/ May include but are not limited to:

specifications 9.1 Sign and symbols (e.g. fragile, this side up, etc.)
9.2 Stacking level
9.3 Stacking positions/directions
9.4 Poisonous substance
9.5 Flammable/Explosives
9.6 Weather classification

10. Storage facilities May include but are not limited to:
10.1 Transit shed
10.2 Warehouse
10.3 Open storage area
10.4 Container freight station
10.5 Bonded warehouse
10.6 Container yard

11. Hazard control May include but are not limited to:
11.1 Fire extinguisher
11.2 Informatory and warning signages
11.3 PPE
11.4 Defensive driving
11.5 Tool box meeting

12. Unexpected situations May include but are not limited to:
12.1 Broken lifting chain/accessories
12.2 Sudden loss of brake
12.3 Busted hydraulic hose(s)
12.4 Cargo spillage
12.5 Dizziness

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

EVIDENCE GUIDE
1. Critical aspects Assessment requires evidence that the candidate:
of evidence to 1.1 Demonstrates ability to check ramp for safe
be considered loading/unloading procedures
1.2 Demonstrates understanding of instrument panel gauges
and operational levers and controls
1.3 Demonstrates ability to follow / observe safe
loading/unloading procedures
1.4 Demonstrates ability to practice safe parking procedures
1.5 Demonstrates understanding of correct procedure in
shutting off the engine (petrol/gasoline, diesel & LPG)
1.6 Demonstrates ability to comply with company rules and
regulations
1.7 Demonstrates understanding of Forklift operating
procedures

2. Underpinning 2.1 Ramp/platform load/bearing capacity

(related) 2.2 Lash/secure forklift on trailer’s bed
knowledge 2.3 Accomplish and submit DETR/DTT
and attitude 2.4 Company operating procedure
2.5 Unsafe conditions
2.6 Warning signages
2.7 Operation and maintenance manual
2.8 Cargo classification and signs/symbols
2.9 Cargo weight and segregation
2.10 Occupational Safety and Health
2.11 Mensuration
2.12 Basic arithmetic
2.13 Positive work values (time- and cost-consciousness, etc.)

3. Underpinning 3.1 Determining ramp/platform load/bearing capacity

skills 3.2 Accomplishing and submitting DETR/DTT
3.3 Following company operating procedures
3.4 Determining/Identifying unsafe conditions
3.5 Interpreting warning signages/symbols
3.6 Interpreting operation and maintenance manual
3.7 Classifying cargoes and interpreting signs/symbols
3.8 Identifying cargo weight and segregation
3.9 Following safety procedures & health practices
3.10 Mensuration and calculation skills

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

4. Resource The following resources must be provided:
implications 4.1 Access to Forklift and jobsite/terrain
4.2 Low-bed trailer with ramp
4.3 Load/Cargo/Materials and safety equipment
4.4 Forklift operation and maintenance manual
4.5 Load/Cargo handling manual
4.6 Occupational safety and health manual
4.7 Company policies and other relevant documents

5. Method of Competency in this unit must be assessed through

assessment 5.1 Oral/written questioning
5.2 Direct observation/practical demonstration
5.3 Portfolio (Work record and documents)
5.4 Third-party report

6. Context for 6.1 Assessment may be conducted in the work site or in a

assessment simulated venue.
6.2 Competency shall be assessed while work is being
undertaken independently

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 SECTION 3 TRAINING STANDARDS

These guidelines are set to provide the Technical and Vocational

Education and Training (TVET) providers with information and other important
requirements to consider when designing training programs for HEAVY
EQUIPMENT OPERATION NC II.

3.1 CURRICULUM DESIGN

Course Title : HEAVY EQUIPMENT OPERATION - FORKLIFT

NC Level:

BASIC COMPETENCIES
Nominal Training Hours: 18 Hours (Basic) + 18 Hours (Common)
Course Description:

This course is designed to equip individuals with the basic, common and
core competencies in Construction Sector particularly in Heavy-Equipment
Operation.

To obtain this, all units prescribed for this qualification must be achieved:

BASIC COMPETENCIES

Unit of Assessment
Learning Outcomes Methodology
Competency Approach
1. Participate in 1.1 Obtain and convey Group  Demonstration
workplace workplace information. discussion  Observation
communication 1.2 Complete relevant work Interaction  Interviews/
related documents questioning
1.3 Participate in
workplace meeting and
discussion.

2. Work in a team 2.1 Describe and identify Discussion  Demonstration

environment team role and Interaction  Observation
responsibility in a team.  Interviews/
2.2 Describe work as a team questioning
member.

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

3. Practice career 3.1 Integrate personal Discussion  Demonstration
professionalism objectives with Interaction  Observation
organizational goals.  Interviews/
3.2 Set and meet work questioning
priorities.
3.3 Maintain professional
growth and development.
4. Practice 4.1 Evaluate hazard and Discussion  Observation
occupational risks Plant tour  Interview
health and safety 4.2 Control hazards and risks Symposium
4.3 Maintain occupational
health and safety
awareness

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 COMMON COMPETENCIES

Unit of Assessment
Learning Outcomes Methodology
Competency Approach
1. Prepare 1.1 Identify Materials Audio Visual  Direct observation
construction 1.2 Requisition simulation  Questions or
materials and Materials Discussion interview
tools 1.3 Receive and inspect Practical  Portfolio
materials exercise (credentials)
Demonstration  Written / Oral Test
 Demonstration
2. Observe 2.1 Identify and access Audio Visual  Direct observation
procedures, specification/ Simulation  Oral questioning
Specifications manuals Discussion  Written test or
and Manuals of Practical Lab examination
Instructions Demonstration  Third party report
 Demonstration
(able to impart
knowledge and
skills)
3. Interpret 3.1 Analyze sign, Audio Visual  Direct observation
Technical symbols and data Simulation  Oral questioning
Drawing 3.2 Interpret technical Discussion  Written test or
drawing and plans Practical Lab examination
3.3 Apply freehand Demonstration  Third party report
sketching  Demonstration
(able to impart
knowledge and
skills)
4. Perform 4.1 Select measuring Audio Visual  Direct observation
mensurations instruments Simulation  Oral questioning
and calculation 4.2 Carry out Discussion  Written test or
measurements Practical Lab examination
and calculations Demonstration  Third party report
 Demonstration
(able to Impart
knowledge and
skills)

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

5. Maintain tools 5.1 Check condition of Audio Visual  Direct observation of
and equipment tools and Simulation application of tasks
equipment Discussion  Oral questioning
5.2 Perform basic Practical Lab  Written test or
preventive Demonstration 1. examination
maintenance  Third party report
5.3 Sharpen edge and  Demonstration
tooth cutting tools
5.4 Store tools and
equipment

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 CORE COMPETENCIES

Course Title : HEAVY EQUIPMENT OPERATION Level: NC II

FORKLIFT

Nominal Training Hours: 120 Hours

Course Description:

This course is designed to enhance the knowledge, desirable attitudes

and skills in the use of forklift in accordance with industry standards. It covers the
core competencies of: performing pre- and post operation procedure, performing
productive operation, and performing basic preventive-maintenance servicing on
a given forklift.

To obtain this, all units prescribed for this qualification must be achieved.

Assessment
Unit of Learning Outcomes Methodology Approach
Competency
1. Perform 1.1 Identify forklift types / Lecture  Observation /
pre- and post components parts Practical / Demonstration
operation 1.2 Perform visual check of Demonstration and interview
procedure for equipment  Written test
Forklift 1.3 Check BLOWAF of
forklift
1.3.1 Battery
1.3.2 Light
1.3.3 Oil
1.3.4 Water
1.3.5 Air
1.3.6 Fuel
1.4 Check forklift system
operation
1.5 Check safety devices
accessories
1.6 Perform post operation
check

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

2. Perform productive 2.1 Check operational Lecture  Observation /
operation for Forklift area Practical / Demonstration
2.2 Identify types of Demonstration and interview
cargoes  Written test
2.3 Perform load handling
operation

3. Perform basic 3.1 Perform safety practices Lecture  Observation /

Preventive- and housekeeping Practical / Demonstration
maintenance 3.2 Perform preventive demonstration and interview
servicing for maintenance and  Written test
Forklift servicing

3.2 TRAINING DELIVERY

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 The delivery of training should adhere to the design of the curriculum.
Delivery should be guided by the 10 basic principles of competency-based TVET.

 The training is based on curriculum developed from the

competency standards;
 Learning is modular in its structure;
 Training delivery is individualized and self-paced;
 Training is based on work that must be performed;
 Training materials are directly related to the competency
standards and the curriculum modules;
 Assessment is based in the collection of evidence of the
performance of work to the industry required standard;
 Training is based both on and off-the-job components;
 Allows for recognition of prior learning (RPL) or current
competencies;
 Training allows for multiple entry and exit; and
 Approved training programs are nationally accredited.

The competency-based TVET system recognizes various types of delivery

modes, both on and off-the-job as long as the learning is driven by the
competency standards specified by the industry. The following training modalities
may be adopted when designing training programs:

 The dualized mode of training delivery is preferred and

recommended. Thus programs would contain both in-school
and in-industry training or fieldwork components. Details can be
referred to the Dual Training System (DTS) Implementing Rules
and Regulations.
 Modular/self-paced learning is a competency-based training
modality wherein the trainee is allowed to progress at his own
pace. The trainer facilitates the training delivery
 Peer teaching/mentoring is a training modality wherein fast
learners are given the opportunity to assist the slow learners.
 Supervised industry training or on-the-job training is an
approach in training designed to enhance the knowledge and
skills of the trainee through actual experience in the workplace
to acquire specific competencies prescribed in the training
regulations.
 Distance learning is a formal education process in which
majority of the instruction occurs when the students and
instructor are not in the same place. Distance learning may

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 employ correspondence study, or audio, video or computer
technologies.

3.3 TRAINEE ENTRY REQUIREMENTS

This section specifies the qualifications of trainees and educational

experience. Other requirements like health and physical requirements may also
be stated. Passing written entrance examinations may also be indicated if
necessary.

 Can communicate both orally and in writing

 Physically and mentally fit

 With good moral character

 Can perform basic mathematical computations.

3.4 LIST OF TOOLS, EQUIPMENT AND MATERIALS

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 Recommended list of tools, equipment and materials for the training of 25
trainees for the operation of forklift.

TOOLS EQUIPMENT MATERIALS

QTY QTY QTY
1 set  Wrenches (box and 1 unit  Forklift (MOA / 10 kg  Grease
open-end 8-24 mm- rental)
metric & 7/16 –1”
-English )
1 set  Hammer ballpeen 1 unit  Portable electric 4  Engine oil
(3-4 lbs) air compressor liters (SAE 10w-
40)
1 set  Pliers (mechanical 30  Hydraulic
10 “) liters fluid
(TELLUS
68/10W)
1 pc  Adjustable wrench 10  Gear oil (GP
(18 “) liters 90/140)

1 pc  Grease gun 1 liter  Brake fluid

(DOT-3)
1 set  Screw driver ( 10 “ 4  Water
flat & Philips) liters coolant
1 pc  Putty knife 50  Diesoline
liters
50  Gasoline
liters
10  Battery
pcs distilled
water
1 pc  Fuel filter
1 pc  Drive belt
2  Penetrating
cans Oil (250 ml)
2 kilos  Cotton rugs
10  Cleaning
liters solvent

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 TOOLS EQUIPMENT MATERIALS
QTY QTY QTY
2 cyl  LPG 30 kg
10  Safety shoes
pairs
10  Gloves
pairs
10  Goggles
pcs
10  Dust Mask
pcs
10  Hard hat
pcs
1 pc  Operator’s
manual
2 pcs  Test weight
- 2 tons
- 4 tons

NOTE: Implementation of the training program can be made possible through a MOA
between the training school and industry

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 3.5 TRAINING FACILITIES

2. The forklift operation workshop must be of concrete structure.

Based on class size of 25 students/trainees the space requirements for the
teaching/learning and circulation areas are as follows:

SPACE REQUIREMENT SIZE IN METERS AREA IN SQ. TOTAL AREA

METERS IN SQ.
METERS
 Student/Trainee’s Working 2.0 x 2.0 meters 4 sq.m per 100.0 sq.m.
Space student
 Lecture Room 8.00 x 6.00 48.00 48.0
 Learning Resource Center 4.00 x 6.00 24.00 24.0
 172
 Facilities/Equipment/ - - 52
Circulation Area
TOTAL WORK AREA - 224
Working field 0.25 hectare (MOA/Rental)

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

3.6 TRAINERS’ QUALIFICATION
HEAVY-EQUIPMENT OPERATION (FORKLIFT) NC II

TRAINER QUALIFICATION (TQ II)

 Must be a holder of Heavy Equipment Operation (Forklift) NC-II or
equivalent qualification
 Must have undergone training on Training Methodology II (TM II)
or equivalent training/experience
 Must be computer literate
 Must be physically and mentally fit
 Must have had at least 5 years job/industry experience*
 Must be a civil-service eligible (for government position or
appropriate professional license issued by the Professional
Regulatory Commission)

* Optional. Only when required by the hiring institution.

Reference: TESDA Board Resolution No. 2004-03

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

SECTION 4 NATIONAL ASSESSMENT AND CERTIFICATION
ARRANGEMENTS

4.1 To attain the National Qualification of HEAVY-EQUIPMENT

OPERATION (Forklift) NC II, the candidate must demonstrate
competence in all the units of competency in Section 1. Successful
candidates shall be awarded National Certificates signed by the TESDA
Director General.

4.2 The qualification of HEAVY EQUIPMENT OPERATION (Bulldozer) NC II

may be attained through demonstration of competence in a project-type
assessment covering the following core units. Candidates may apply for
assessment in any accredited assessment center.

4.2.1 Forklift operation

 Perform pre- and post-operation for lifting equipment
 Perform productive operation for forklift
 Perform basic preventive-maintenance servicing for lifting
equipment

4.3 Assessment shall focus on the core units of competency. The basic and
common units shall be integrated or assessed concurrently with the core
units.

4.4 The following are qualified to apply for assessment and certification:

4.4.1 Graduates of formal, non-formal and/or informal training including

enterprise-based training programs

4.4.2 Experienced Workers (wage-employed or self-employed)

The guidelines on assessment and certification are discussed in detail in

the "Procedures Manual on Assessment and Certification" and "Guidelines on the
Implementation of the Philippine TVET Qualification and Certification System
(PTQCS)."

TR HEAVY EQUIPMENT OPERATION Promulgated December 2004

 COMPETENCY MAP
CONSTRUCTION-HEAVY EQUIPMENT OPERATION
-SUB- SECTOR
Perform pre- and post- Perform basic preventive Perform productive Perform productive Perform productive Perform productive
operation procedures for earth maintenance servicing for operation for operation for wheel operation for motor operation for road
moving equipment earth moving equipment hydraulic excavator loader grader roller

Perform productive Perform productive Perform pre- and post- Perform basic preventive Perform productive Perform productive
operation for operation for operation procedures for maintenance servicing for operation for rough- operation for
COMPETENCIES

bulldozer backhoe loader lifting equipment lifting equipment terrain crane crawler crane
CORE

Perform productive Perform productive Perform productive Perform pre- and post- Perform basic Perform productive
operation for truck- operation for tower crane operation for forklift operation procedures for preventive maintenance operation for off-
mounted crane hauling equipment servicing for hauling high way dump
equipment truck (articulated)
Perform productive Perform productive Perform pre- and post- Perform basic preventive
operation for off-highway operation for on- operation procedures for maintenance servicing for Perform productive Perform productive
dump truck (rigid) highway dump truck concreting and asphalting concreting and asphalting operation for transit operation for paver
(rigid) equipment equipment mixer

Perform productive Assist Install Inspect

operation for crane rigging rigging
concrete pump operator gears gears
COMPETENCIES
COMMON

Prepare Observe procedures, Perform Interpret technical Maintain tools and

construction specifications and mensuration and drawings and plans equipment
materials and manual of instructions calculations
tools

Receive and respond Work with others Demonstrate work Practice Participate in Work in a team Practice career
to workplace values housekeeping workplace environment professionalism
communication procedure (5s) communication
COMPETENCIES

Practice occupational Lead workplace Lead small team Develop and Solve problems Use mathematical Use relevant
C health and safety communication practice negotiation related to work concepts and technologies
BASIC

SI procedures skills activities techniques

A
B

Utilize specialized Develop teams and Apply problem- Plan and organize Collect, analyze Promote
communication individuals solving techniques work and organize environmental
skills in the workplace information protection

TR HEAVY EQUIPMENT OPERATION

 Definition of Terms

For the purpose of these Competency Standards, the words

1. Forklift Refers to a lift truck machine used for handling

loads/cargoes.
2. Forklift operator Refers to a person who can pick, transfer and stack
cargoes using a forklift machine and perform preventive
maintenance on such equipment.
3. Preventive-maintenance Refers to a list of activities performed during preventive
checklist form maintenance works.
4. Operator-Serviceable Refer to the parts of the equipment, which can be serviced
(OS) parts by an operator, e.g air cleaner, filter, battery clamp, fan belt
etc.
5. Daily Equipment Time Refers to a document accomplished by the operator in
Record (DETR)/ Daily securing the equipment relative to load/cargo handling
Trip Ticket (DTT) operation.
6. Job site Refers to the actual location of work activity.
7. Safe working load Refers to the maximum rated capacity of the forklift

TR HEAVY EQUIPMENT OPERATION

 ACKNOWLEDGEMENTS

The Technical Education and Skills Development Authority (TESDA)

wishes to extend thanks and appreciation to the many representatives of
business, industry, academe and government agencies who contributed their
time and expertise to the development and validation of these Training
Regulations.

 THE TECHNICAL EXPERT PANEL (TEP)

Florello P. Quianzon Renato P. Faigao

Consultant, Equipment Concrete Product Division Equipment Manager (Operations and
(Equipment Management) Maintenance Management)
Makati Development Corporation MANCON-CBDC Joint Venture
Ayala-Alabang, Muntinlupa City Pasong Tamo, Extension,
Makati City

Samuel M. Puquiz Arturo M. Abrera

Head, Mechanical and Technical (Construction Head, Mechanical Works Training Division
Equipment Repair and Maintenance) (Civil Works, Heavy Equipment Operation)
DM Consunji Inc. Department of Trade and Industry -
Pasong Tamo Extension, Makati City Construction Manpower Development
Foundation
Pasong Tamo, Makati City

Luciano E. Policarpio Roberto B. Ocampo

Safety Engineer (Construction Safety) Senior Technical Trainer
Foundation Specialists, Inc. Monark Equipment Corporation
Paseo de Roxas, Legaspi Village, Makati City E. Rodriguez Jr., Avenue,
Libis, Quezon City

Tito C. Tadios Cresencio B. Maramag Jr.

Training Manager (Heavy Equipment Operation Vice President for Operations (Equipment
and Maintenance) Management, Testing and Certification)
Maxima Equipment Co. Inc. First Philippines Skills and Equipment Testing
Mapulang lupa, Valenzuela City Corp.
Bagong Ilog, Pasig City

Nicanor A. Lucanas Jr. Rudolfo D. Ancheta

Machine Operations Specialist Quality Controller Supervisor (Repair and
Monark Equipment Corporation Maintenance of Hydraulic Excavator/Basic
E. Rodriguez Jr. Avenue, Hydraulic)
Libis, Quezon City Civil Merchanidising Inc.
Pag-asa, Quezon City

TR HEAVY EQUIPMENT OPERATION

 Nestor T. Butacan Michael B. Rudolfo
Technical Trainer Maintenance Engineer
Maxima Equipment Co. Inc. C.M. Pancho Construction Inc.
Quezon Avenue, Scout Borromeo St.,
Quezon City Diliman, Quezon City

Verano O. Maligalig Erwin Y. Bituin

Technical Officer (Heavy Equipment Operation Technical Training Specialist
and Maintenance) Monark Equipment Corporation
ACEL, Inc. E. Rodriguez jr. Avenue,
Jollibee Plaza Bldg., Emerald Avenue, Ortigas, Libis, Quezon City
Pasig City

Fernando B. Seva Sixto Benedicto

Division Manager (Operations, Management Vice President for Operations (Rigging -
Training Delivery Division) Trainor)
Philippine Ports Authority Benedicto Steel Corp.
Port Area, South Harbor, Manila Pasong Tamo, Makati City

Raymundo O. Espiritu Isagani G. Pamanilaga

Industrial Relations Development (Cargo Handling Forklift Operator
Specialist) North Star Port Development Corp.
Philippine Ports Authority Pier 4, North Harbor, Manila
Port Area, South Harbor, Manila

Avelino A. Martinito
Forklift Operator
North Star Port Development Corp.
Pier 4, North Harbor, Manila

The Management and Staff of the TESDA Secretariat

 Skills Standards and Certification Office  National Institute for Technical-

Vocational Education and Training

The Management and Staff of the ACEL Secretariat

TR HEAVY EQUIPMENT OPERATION