OS Mechatronic Level 6

THE REPUBLIC OF KENYA
NATIONAL OCCUPATIONAL STANDARDS
FOR
MECHATRONIC TECHNICIAN
LEVEL 6
TVET CDACC
P.O BOX 15745-00100
NAIROBI
First published 2018
Copyright © TVET CDACC
All rights reserved. No part of these occupational standards may be reproduced,

distributed, or transmitted in any form or by any means, including photocopying,
recording, or other electronic or mechanical methods without the prior written
permission of the TVET CDACC, except in the case of brief quotations embodied in
critical reviews and certain other non-commercial uses permitted by copyright law.
For permission requests, write to the Council Secretary/CEO, at the address below:
Council Secretary/CEO
TVET Curriculum Development, Assessment and Certification Council
P.O. Box 15745–00100
Nairobi, Kenya
Email: cdacc.tvet@gmail.com
©TVET CDACC 2018 i

FOREWORD
The provision of quality education and training is fundamental to the Government’s

overall strategy for social economic development. Quality education and training will
contribute to achievement of Kenya’s development blueprint, Vision 2030 and
sustainable development goals.
Reforms in the education sector are necessary for the achievement of Kenya Vision
2030 and meeting the provisions of the Constitution of Kenya 2010. The education
sector had to be aligned to the Constitution of Kenya 2010 and this resulted to the
formulation of the Policy Framework for Reforming Education and Training
(Sessional Paper No. 4 of 2016). A key feature of this policy is the radical change in
the design and delivery of the TVET training.
This policy document requires that training in TVET be competency based,

curriculum development be industry led, certification be based on demonstration of
competence and mode of delivery allows for multiple entry and exit in TVET
programmes.
These reforms demand that Industry takes a leading role in curriculum development to
ensure the curriculum addresses its competence needs. It is against this background
that these
Occupational Standards were developed for the purpose of developing a competency-

based curriculum for Mechatronic Technician. These Occupational Standards will
also be the bases for assessment of an individual for competence certification.
It is my conviction that these Occupational Standards will play a great role towards
development of competent human resource for the Mechatronic sector’s growth and
development.
PRINCIPAL SECRETARY, VOCATIONAL AND TECHNICAL TRAINING

MINISTRY OF EDUCATION
©TVET CDACC 2018 ii

PREFACE
Kenya Vision 2030 aims to transform the country into a newly industrializing,
“middle-income country providing a high-quality life to all its citizens by the year
2030”. Kenya intends to create a globally competitive and adaptive human resource
base to meet the requirements of a rapidly industrializing economy through life-long
education and training. TVET has a responsibility of facilitating the process of
inculcating knowledge, skills and attitudes necessary for catapulting the nation to a
globally competitive country, hence the paradigm shift to embrace Competency Based
Education and Training (CBET).
The Technical and Vocational Education and Training Act No. 29 of 2013 and
Sessional Paper No. 4 of 2016 on Reforming Education and Training in Kenya,
emphasized the need to reform curriculum development, assessment and certification.
This called for a shift to CBET in order to address the mismatch between skills
acquired through training and skills needed by industry as well as increase the global
competitiveness of Kenyan labor force.
The TVET Curriculum Development, Assessment and Certification Council (TVET

CDACC), in conjunction with Mechatronic Sector Skills Advisory Committee (SSAC
have developed these Occupational Standards for Mechatronic technician. These
standards will be the bases for development of competency based curriculum for
Mechatronic technician Level 6.
The occupational standards are designed and organized with clear performance
criteria for each element of a unit of competency. These standards also outline the
required knowledge and skills as well as evidence guide.
I am grateful to the Council Members, Council Secretariat, Mechatronic SSAC, expert

workers and all those who participated in the development of these Occupational
Standards.
Prof. CHARLES M. M. ONDIEKI, PhD, FIET (K), Con. EngTech.

CHAIRMAN, TVET CDACC
©TVET CDACC 2018 iii

TABLE OF CONTENTS
FOREWORD............................................................................................................................ii
PREFACE .............................................................................................................................. iii
ACRONYMS ........................................................................................................................... v
KEY TO UNIT CODE ............................................................................................................ vi
OVERVIEW ...........................................................................................................................vii
BASIC UNITS OF COMPETENCY ....................................................................................... 1
DEMONSTRATE COMMUNICATION SKILLS .............................................................................. 2

DEMONSTRATE DIGITAL LITERACY .......................................................................................... 6
DEMONSTRATE ENTREPRENEURIAL SKILLS ......................................................................... 12
DEMONSTRATE EMPLOYABILITY SKILLS .............................................................................. 17
DEMONSTRATE ENVIRONMENTAL LITERACY ...................................................................... 26
DEMONSTRATE OCCUPATIONAL SAFETY AND HEALTH PRACTICES ............................. 34
COMMON UNITS OF COMPETENCY .............................................................................. 41
PREPARE AND INTERPRET TECHNICAL DRAWINGS ............................................................ 42

APPLY ENGINEERING MATHEMATICS ..................................................................................... 47
PERFORM WORKSHOP PROCESSES AND PRACTICES ........................................................... 52
APPLY ELECTRICAL AND ELECTRONICS PRINCIPLES ......................................................... 58
APPLY MATERIAL SCIENCE PRINCIPLES ................................................................................ 63
APPLY THERMODYNAMICS PRINCIPLES ................................................................................. 68
APPLY FLUID MECHANICS PRINCIPLES................................................................................... 72
CORE UNITS OF COMPETENCY ...................................................................................... 76
DESIGN ELECTRO-MECHANICAL SYSTEMS ........................................................................... 77

INSTALL MECHATRONIC SYSTEMS .......................................................................................... 81
MAINTAIN ELECTRO-MECHANICAL SYSTEMS ...................................................................... 86
PERFORM MECHATRONIC SYSTEMS INSTRUMENTATION AND CONTROL ................... 90
CARRY OUT MECHATRONIC PROGRAMMING ....................................................................... 95
OPERATE MECHATRONIC SYSTEMS ......................................................................................... 98
MANAGE MECHATRONIC PROJECTS ...................................................................................... 103
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ACRONYMS
TVET: Technical and Vocational Education and Training

CDACC: Curriculum Development, Assessment and Certification Council
ICT: Information communication technology
SSAC: Sector Skill Advisory Committee
EIA: Environmental Impact Assessment
CBET: Competency Based Education and Training
PPE: Personal Protective Equipment
EMS: Environmental Management System
OSH: Occupational Safety and Health
OSHA: Occupational, Health and Safety Act
CAD: Computer Aided Design
D.C: Direct Current
A.C: Alternating Current
PLC: Programmable Logic Control
VSD: Variable Speed Drive
I/O: Input/output
©TVET CDACC 2018 v

KEY TO UNIT CODE
HO /OS /HP /BC /01/ 6/ A
Industry or sector
Occupational Standards
Occupational area
Type of competency
Competency number
Competency level
Version control
©TVET CDACC 2018 vi

OVERVIEW
The units of competency comprising Mechatronic Technician certificate level 6
qualifications include the following basic and core competencies:
BASIC UNITS OF COMPETENCY

Unit of competency Code Units of competency
ENG/OS/MC/BC/01/6 Demonstrate communication skills

ENG/OS/MC/BC/02/6 Demonstrate digital literacy
ENG/OS/MC/BC/03/6 Demonstrate entrepreneurial skills
ENG/OS/MC/BC/04/6 Demonstrate employability skills
ENG/OS/MC/BC/05/6 Demonstrate environmental literacy
ENG/OS/MC/BC/06/6 Demonstrate occupational health and safety
COMMON UNITS OF COMPETENCY
ENG/OS/MC/CC/01/6 Prepare and interpret technical drawing
ENG/OS/MC/CC/02/6 Apply engineering mathematics
ENG/OS/MC/CC/03/6 Perform workshop processes and practices
ENG/OS/MC/CC/04/6 Apply electrical and electronics principles
ENG/OS/MC/CC/05/6 Apply material science principles
ENG/OS/MC/CC/06/6 Apply thermodynamics principles
ENG/OS/MC/CC/07/6 Apply fluid mechanics principles
CORE UNITS OF COMPETENCY
ENG/OS/MC/CR/01/6 Design of electro-mechanical systems
ENG/OS/MC/CR/02/6 Install mechatronic systems
ENG/OS/MC/CR/03/6 Maintain electro-mechanical systems
ENG/OS/MC/CR/04/6 Mechatronic systems instrumentation and control
ENG/OS/MC/CR/05/6 Carry out mechatronic programming
ENG/OS/MC/CR/06/6 Operate mechatronic systems
ENG/OS/MC/CR/07/6 Manage mechatronic projects
©TVET CDACC 2018 vii

©TVET CDACC 2018 viii
BASIC UNITS OF COMPETENCY
©TVET CDACC 2018 1

DEMONSTRATE COMMUNICATION SKILLS
UNIT CODE: ENG/OS/MC/BC/01/6
UNIT DESCRIPTION
This unit covers the competencies required in meeting communication needs of
clients and colleagues; developing, establishing, maintaining communication
pathways and strategies. It also covers competencies for conducting interviews,
facilitating group discussion and representing the organization in various forums.
ELEMENTS AND PERFORMANCE CRITERIA
ELEMENT PERFORMANCE CRITERIA

These describe the key These are assessable statements which specify the
outcomes which make the required level of performance for each of the elements.
workplace function. Bold and italicized terms are elaborated in the Range
1. Meet communication 1.1 Specific communication needs of clients and
needs of clients and colleagues are identified and met.
colleagues. 1.2 Different approaches are used to meet
communication needs of clients and colleagues.
1.3 Conflict is addressed promptly and in a timely way
and in a manner which does not compromise the
standing of the organization.
2. Develop communication 2.1 Strategies for effective internal and external
strategies. dissemination of information are developed to meet
the organization’s requirements.
2.2 Special communication needs are considered in
developing strategies to avoid discrimination in the
workplace.
2.3 Communication strategies are analyzed, evaluated
and revised where necessary to make sure they are
effective.
3. Establish and maintain 3.1 Pathways of communication are established to meet
communication requirements of organization and workforce.
pathways. 3.2 Pathways are maintained and reviewed to ensure
personnel are informed of relevant information.
4. Promote use of 4.1 Information is provided to all areas of the
communication organization to facilitate implementation of the
strategies. strategy.
4.2 Effective communication techniques are articulated
and modelled to the workforce.
4.3 Personnel are given guidance about adapting
©TVET CDACC 2018 2
outcomes which make the required level of performance for each of the elements.
workplace function. Bold and italicized terms are elaborated in the Range
communication strategies to suit a range of
contexts.
5. Conduct interview. 5.1 A range of appropriate communication strategies
are employed in interview situations.
5.2 Records of interviews are made and maintained in
accordance with organizational procedures.
5.3 Effective questioning, listening and nonverbal
communication techniques are used to ensure that
the required message is communicated.
6. Facilitate group 6.1 Mechanisms which enhance effective group
discussion. interaction is defined and implemented.
6.2 Strategies which encourage all group members to
participate are used routinely.
6.3 Objectives and agenda for meetings and
discussions are routinely set and followed.
6.4 Relevant information is provided to the group to
facilitate outcomes.
6.5 Evaluation of group communication strategies is
undertaken to promote participation of all parties.
6.6 Specific communication needs of individuals are
identified and addressed.
7. Represent the 1.1 When participating in internal or external
organization. forums, presentation is relevant, appropriately
researched and presented in a manner to
promote the organization.
1.2 Presentation is clear and sequential and delivered
within a predetermined time.
1.3 Appropriate media is utilized to enhance
presentation.
1.4 Differences in views are respected.
1.5 Written communication is consistent with
organizational standards.
1.6 Inquiries are responded to in a manner
consistent with organizational standards.
RANGE
This section provides work environment and conditions to which the performance
criteria apply. It allows for different work environment and situations that will affect
performance.
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Range
Variable
include but not limited to:
Communication  Language switch.
strategies  Comprehension check.
 Repetition.
 Asking for confirmation.
 Paraphrase.
 Clarification request.
 Translation.
 Restructuring.
 Approximation.
 Generalization.
Effective group  Identifying and evaluating what is occurring within an
interaction interaction in a non-judgmental way.
 Using active listening.
 Making a decision about appropriate words,
behaviour.
 Putting together a response which is culturally
appropriate.
 Expressing an individual perspective.
 Expressing own philosophy, ideology and
background and exploring its impact with relevance
to communication.
Situations  Establishing rapport.
 Eliciting facts and information.
 Facilitating resolution of issues.
 Developing action plans.
 Diffusing potentially difficult situations.
REQUIRED SKILLS AND KNOWLEDGE

This section describes the skills and knowledge required for this unit of competency.
Required Skills
The individual needs to demonstrate the following skills:
 Effective communication.
 Active listening.
 Giving/receiving feedback.
 Interpretation of information.
 Role boundaries setting.
 Negotiation.
 Establishing empathy.
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 Openness and flexibility in communication.
 Communication skills required to fulfil job roles as specified by the
organization.
 Writing communications strategy.
 Applying key elements of communications strategy.
Required Knowledge
The individual needs to demonstrate knowledge of:
 Communication process.
 Dynamics of groups and different styles of group leadership.
 Communication skills relevant to client groups.
 Flexibility in communication.
 Communication skills relevant to client groups.
 Key elements of communications strategy.
EVIDENCE GUIDE
This provides advice on assessment and must be read in conjunction with the
performance criteria, required skills and knowledge and range.
1. Critical aspects of Assessment requires evidence that the candidate:
Competency 1.1 Developed communication strategies to meet the
organization requirements and applied in the
workplace
1.2 Established and maintained communication pathways
for effective communication in the workplace
1.3 Used communication strategies involving exchanges
of complex oral information
2. Resource The following resources should be provided:
Implications 2.1 Access to relevant workplace or appropriately
simulated environment where assessment can take
place
2.2 Materials relevant to the proposed activity or tasks
3. Methods of Competency in this unit may be assessed through:
Assessment 3.1 Direct Observation/Demonstration with Oral
Questioning
3.2 Written Examination
4. Context of Competency may be assessed individually in the actual
Assessment workplace or through accredited institution
5. Guidance Holistic assessment with other units relevant to the
information for industry sector, workplace and job role is
assessment recommended.
©TVET CDACC 2018 5

DEMONSTRATE DIGITAL LITERACY
UNIT DESCRIPTION
This unit covers the competencies required to effectively using digital devices
such as smartphones, tablets, laptops and desktop PCs. It entails identifying and
using digital devices such as smartphones, tablets, laptops and desktop PCs for
purposes of communication, work performance and management at the work
place.

PERFORMANCE CRITERIA
ELEMENT These are assessable statements which specify
These describe the key the required level of performance for each of
outcomes which make up the elements.
workplace functions. Bold and italicized terms are elaborated in
the Range
1. Identify appropriate 1.1 Concepts of ICT are determined in
computer software and accordance with computer equipment.
hardware. 1.2 Classifications of computers are determined
in accordance with manufacturer’s
specification.
1.3 Appropriate computer software are
identified according to manufacturer’s
specification.
1.4 Appropriate computer hardware are
identified according to manufacturer’s
specification.
1.5 Functions and commands of operating
system are determined in accordance with
manufacturer’s specification.
2. Apply security measures to 2.1 Data security and privacy are classified in
data, hardware, and software accordance with the prevailing technology.
in automated environment. 2.2 Security threats are identified and control
measures are applied in accordance with
laws governing protection of ICT.
2.3 Computer threats and crimes are detected.
2.4 Protection against computer crimes is
undertaken in accordance with laws
governing protection of ICT.
3. Apply computer software in 3.1 Word processing concepts are applied in
solving tasks resolving workplace tasks, report writing and
©TVET CDACC 2018 6
the Range
documentation.
3.2 Word processing utilities are applied in
accordance with workplace procedures.
3.3 Worksheet layout is prepared in accordance
with work procedures.
3.4 Worksheets are built and data manipulated in
the worksheets in accordance with
workplace procedures.
3.5 Continuous data manipulated on worksheet
is undertaken in accordance with work
requirements
3.6 Database design and manipulation is
undertaken in accordance with office
procedures.
3.7 Data sorting, indexing, storage, retrieval and
security is provided in accordance with
4. Apply internet and email in 4.1 Electronic mail addresses are opened and
communication at workplace. applied in workplace communication in
accordance with office policy.
4.2 Office internet functions are defined and
executed in accordance with office
procedures.
4.3 Network configuration is determined in
accordance with office operations
procedures.
4.4 Official World Wide Web is installed and
managed according to workplace procedures.
5. Apply Desktop publishing in 5.1 Desktop publishing functions and tools are
official assignments. identified in accordance with manufactures
specifications.
5.2 Desktop publishing tools are developed in
accordance with work requirements.
5.3 Desktop publishing tools are applied in
accordance with workplace requirements.
5.4 Typeset work is enhanced in accordance
with workplace standards.
©TVET CDACC 2018 7

the Range
6. Prepare presentation 6.1 Types of presentation packages are identified
packages. in accordance with office requirements.
6.2 Slides are created and formulated in
accordance with workplace procedures.
6.3 Slides are edited and run in accordance with
work procedures.
6.4 Slides and handouts are printed according to
work requirements.
RANGE
This section provides work environments and conditions to which the performance
criteria apply. It allows for different work environments and situations that will affect
performance.
Range
Variable
may include but not limited to:
Appropriate A collection of instructions or computer tools that enable the
computer software user to interact with a computer, its hardware, or perform
tasks.
Appropriate Collection of physical parts of a computer system such as;
computer hardware  Computer case, monitor, keyboard, and mouse
 All the parts inside the computer case, such as the hard disk
drive, motherboard and video card.
Data security and  Confidentiality of data.
privacy:  Cloud computing.
 Integrity-but-curious data surfing.
Security and control  Counter measures against cyber terrorism.
measures  Risk reduction.
 Cyber threat issues.
 Risk management.
 Pass-wording.
Security threats  Cyber terrorism.
 Hacking.
Word processing Using a special program to create, edit and print documents.
concepts
Network Organizing and maintaining information on the components
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Range
Variable
may include but not limited to:
configuration of a computer network.

Required Skills
 Analytical skills.
 Interpretation.
 Typing.
 Communication.
 Computing (applying fundamental operations such as addition, subtraction,
division and multiplication).
 Using a calculator.
 Basic ICT skills.
Required Knowledge
 Software concept.
 Functions of computer software and hardware.
 Data security and privacy.
 Computer security threats and control measures.
 Technology underlying cyber-attacks and networks.
 Cyber terrorism.
 Computer crimes.
 Detection and protection of computer crimes.
 Laws governing protection of ICT.
 Word processing;
 Functions and concepts of word processing.
 Documents and tables creation and manipulations.
 Mail merging.
 Word processing utilities.
 Spread sheets;
 Meaning, formulae, function and charts, uses and
layout.
 Data formulation, manipulation and application to cells.
 Database;
 Database design, data manipulation, sorting, indexing,
storage retrieval and security
 Desktop publishing;
©TVET CDACC 2018 9

 Designing and developing desktop publishing tools.
 Manipulation of desktop publishing tools.
 Enhancement of typeset work and printing documents.
 Presentation Packages;
 Types of presentation packages.
 Creating, formulating, running, editing, printing and
presenting slides and handouts.
 Networking and Internet;
 Computer networking and internet.
 Electronic mail and World Wide Web.
 Emerging trends and issues in ICT;
 Identify and integrate emerging trends and issues in
ICT.
 Challenges posed by emerging trends and issues.
EVIDENCE GUIDE
performance
criteria, required skills and knowledge and range.
1. Critical Aspects of Assessment requires evidence that the candidate:
Competency. 1.1 Identified and controlled security threats.
1.2 Detected and protected computer crimes.
1.3 Applied word processing in office tasks.
1.4 Designed, prepared work sheet and applied data to
the cells in accordance to workplace procedures.
1.5 Opened electronic mail for office communication
as per workplace procedure.
1.6 Installed internet and World Wide Web for office
tasks in accordance with office procedures.
1.7 Integrated emerging issues in computer ICT
applications.
1.8 Applied laws governing protection of ICT.
2. Resource 2.1 Tablets.
Implications. 2.2 Laptops.
2.3 Desktop PCs.
2.4 Desktop computer.
2.5 Calculator.
2.6 Internet.
2.7 Smart phone.
2.8 Operations Manuals.
3. Methods of Competency may be assessed through:
©TVET CDACC 2018 10

Assessment. 3.1 Written Test.
3.2 Demonstration.
3.3 Practical assignment.
3.4 Interview/Oral Questioning.
3.5 Demonstration.
4. Context of Competency may be assessed in an off and on
Assessment. the job setting.
5. Guidance information Holistic assessment with other units relevant to the
for assessment. industry sector, workplace and job role is recommended.

DEMONSTRATE ENTREPRENEURIAL SKILLS
UNIT DESCRPTION
This unit covers the outcomes required to build and develop the enterprise to be more
competitive within a changing business environment, specifically responding to
consumer demands while maintaining product quality and accessibility, building a
customer base and employee motivation.

1. Develop business 1.1 Business innovation strategies are determined in
Innovative accordance with the organization strategies.
strategies. 1.2 Business innovation strategies are implemented for
the purpose of business growth.
1.3 Track record and normative capability profile of
enterprise and similar businesses are reviewed and
considered in setting strategic directions.
1.4 Strengths, weaknesses, opportunities and threats are
considered when developing new ideas,
approaches, goals and directions.
1.5 Decisions about enterprise strategies/directions are
made after careful consideration of all relevant
information.
1.6 Business/corporate plan is developed that sets out
tactics, resource implications, timeframes,
production and sales target.
2. Develop new 2.1 Alternative product/service offerings are canvassed and
products/ markets. studied for feasibility.
2.2 Potential and new sources/sellers of supplies and raw
materials are identified and canvassed.
2.3 Target markets and buyers are identified and surveyed
as to their preferences and brand loyalties.
3. Expand customers 3.1 Enterprise is built up and sustained through
and product lines responsiveness to market demands and the
regulatory environment.
3.2 Competitive advantage of existing products and
services is maintained/enhanced through responsive
advocacies and strategies.
3.3 Constant listening to stakeholder/client feedback is
ensured to maintain loyal client base.

4. Motivate 4.1 Regular dialogue is established and maintained in
staff/workers. all levels and relevant sections of the enterprise.
4.2 Flow of communications in both directions is
encouraged.
4.3 Helpful mechanisms and benefits are implemented.
4.4 Issues/problems are proactively resolved through
win-win solutions wherever practicable.
5. Expand employed 5.1 Capital employed in business is continuously
capital base. reviewed as per the strategic plan.
5.2 Business share holdings are reviewed in accordance
with the type of business.
5.3 Capital employed is expanded according to
organization procedures.
5.4 Types of shares are determined according to
strategic plan.
5.5 Shares diversification process is undertaken as per
office procedures.
5.6 Role of shareholders is determined and
implemented in accordance organization
procedures.
6. Undertake county/ 6.1 Regions for expansion are continuously reviewed in

regional business accordance with strategic plan and company’s
expansion. expansion plan.
6.2 County business regulations are reviewed and
adhered to in accordance with set procedures.
6.3 Regional laws and regulations are adhered to in
accordance with set procedures.
6.4 County/regional business expansion is undertaken
in accordance with organization’s growth/
expansion plan.
RANGE
criteria
apply. It allows for different work environment and situations that will affect
performance.
Variable Range
Strategic directions 1.1 Business continuity and succession
include 1.2 Resource access security.

but not limited to: 1.3 Core competencies development.
1.4 New developments e.g. technological change, new
products.
2.1 Action steps and responsibilities of departments
Business/Corporate plan
and individual workers.
include but not limited to:
2.2 Resource requirements and budget.
2.3 Tactics and strategies to achieve objectives.
Helpful mechanisms 3.1 Wage and non-wage benefits.
include but not limited to: 3.2 Employee awards and recognition systems.
3.3 Employee rights and welfare policies.
3.4 Full-disclosure/transparency policies.

Required Skills
 Assessing a range of alternative products and strategies.
 Critically analyzing information, summarizing and making sense of previous
and current market trends.
 Identifying changing consumer preferences and demographics.
 Thinking “outside the box”.
 Ensuring quality consistency.
 Reducing lead time to product/service delivery.
 Managing operations/ production.
 Using formal problem-solving procedures, e. g., root-cause analysis, six
sigma.
 Communication skills.
 Applying motivational principles, e. g., positive stroking, and behavior
modification.
 Assessing a range of alternatives rather than choosing the easiest option.
 Achieving ownership and credibility for the enterprise vision.
 Critically analyzing information, summarizing and making sense of previous
and current market trends.
 Developing solutions and practical strategies which are “outside the box”.
Required Knowledge
 Features and benefits of common operational practices, e. g., continuous
improvement (kaizen), waste elimination.
 Conflict resolution.
 Health, safety and environment (HSE) principles and requirements.
 Public-relations strategies.
 Basic cost-benefit analysis.
 Basic financial management.
 Business strategic planning.
 Impact of change on individuals, groups and industries.
 Employee assistance.
 Government and regulatory processes.
 Local and international market trends.
 Product promotion strategies.
 Mechanisms in the enterprise.
 Market and feasibility studies.
 Local and global supply chains business models and strategies.
 Government and regulatory processes
 Local and international business environment.
 Concepts of change management.
 Relevant developments in other industries.
 Capital employed.
 Regional/ County business expansion.
 Innovation in business.
EVIDENCE GUIDE
performance
1. Critical Aspects of Assessment requires evidence that the candidate:

Competency 1.1 Demonstrated ability to maintain a profitable and
stable enterprise as shown by stakeholder feedback,
employee testimonies and company financial statements
1.2 Demonstrated ability to conceptualize and plan a
micro/small enterprise
1.3 Demonstrated ability to manage/operate a micro/small-
scale business
1.4 Demonstrated basic marketing skills
Implications.  Interview guide for entrepreneurs.
 Enterprise workers and third parties.
 Materials and location relevant to the proposed
activity and tasks.
3. Methods of  Case problems.
Assessment.  Interview.
 Portfolio.
 Third part reports.
4. Context of  Competency may be assessed in workplace or in a

Assessment. simulated workplace setting.
 Assessment shall be observed while tasks are being
undertaken whether individually or in-group.
5. Guidance Holistic assessment with other units relevant to the
information industry sector, workplace and job role is recommended.
for
assessment.

DEMONSTRATE EMPLOYABILITY SKILLS
UNIT DESCRIPTON
This unit covers competencies required to demonstrate employability skills. It
involves competencies for exuding self-awareness and dealing with everyday life
challenges; demonstrating critical safe work habits and leading a workplace team;
planning and organizing work activities; applying learning, creativity and
innovativeness in workplace functions; pursuing professional growth and managing
time effectively in the workplace.

These describe the These are assessable statements which specify the
key outcomes which required level of performance for each of the elements.
make up workplace Bold and italicized terms are elaborated in the Range
function.
1. Develop self- 1.1 Personal vision, mission and goals are formulated
awareness and based on potential and in relation to organization
understanding of objectives.
every day demands 1.2 Emotions are managed as per workplace
and challenges in requirements.
the workplace. 1.3 Thoughts, feelings and beliefs are expressed in direct,
honest and appropriate ways.
1.4 Feelings are shared with others according to personal
issues for healthy relations.
1.5 Individual performance is evaluated and monitored
according to the agreed targets.
1.6 Assertiveness is developed and maintained based on
the requirements of the job.
1.7 Own ideas and visions that generates excitement,
enthusiasm and commitment are articulated.
1.8 Accountability and responsibility for own actions are
demonstrated.
1.9 Self-esteem and a positive self-image are developed
and maintained.

function.
2. Demonstrate critical 2.1 Stress is managed at the workplace in accordance
safe work habits for with workplace procedures.
employees in the 2.2 Punctuality and time consciousness is demonstrated
workplace. in line workplace policy.
2.3 Personal objectives are integrated with organization
goals in accordance with organization’s strategic
plan.
2.4 Resources are effectively utilized in accordance with
workplace policy.
2.5 Work priorities are set and met in according to
2.6 Leisure time is recognized and used productively in
line with organization policy.
2.7 Abstinence from drug and substance abuse is
demonstrated as per workplace policy.
2.8 Awareness of HIV and AIDS is demonstrated in line
with workplace requirements.
2.9 Safety consciousness is demonstrated in the
workplace based on organization safety policy.
2.10 Emerging issues are dealt with in accordance with
organization policy.
3. Lead a workplace 3.1 Role and objectives of the team are determined in
team. accordance workplace policy.
3.2 Team parameters and relationships are identified
according to set rules and regulations.
3.3 Individual responsibilities are identified in
accordance with work procedures.
3.4 Effective and appropriate forms of communication in
a team are established according to office policy.
3.5 Business communication is carried out as per
workplace place policy and requirements of the job.
3.6 Team activities are complemented in accordance with
office procedures.
3.7 Team building activities are planned for in line with
organization policy.
3.8 Conflicts are resolved between team members in line
with organization rules and regulations.
3.9 Gender mainstreaming is undertaken in accordance

function.
with set regulations.
3.10 Human rights are adhered to in accordance with
existing protocol.
3.11 Healthy relationships are developed and maintained
for harmonious co-existence in line with workplace.
4. Plan and organize 4.1 Work schedules are developed for accomplishing given
work. tasks within the set time lines and based on
workplace policy.
4.2 Time is managed achieve workplace set goals and
objectives.
4.3 Clear project goals and deliverables are established
according to company set policies and regulations.
4.4 Resources are mobilized, allocated and utilized to
meet project goals and deliverables.
4.5 Work activities are monitored and evaluated in line
with organization procedures.
4.6 Situations that require decision making are identified
within the work place and decision made in
accordance with workplace policy.
4.7 Steps required in making effective decisions are
applied within the workplace.
4.8 Problems arising in the course of working are
identified and solved or reported according the
workplace policies and procedures.
4.9 Values required in problem solving process are
demonstrated at the work place.
4.10 Situations within the workplace that require
negotiation identified and negotiations done to create
win-win situations.
4.11 Negotiation techniques are developed and applied at
workplace to meet clientele’s satisfaction and
organizations’ objectives.
5. Maintain 5.1 Personal training needs are assessed and identified in
professional growth line with the requirements of the job.
and development in 5.2 Training and career opportunities are identified and
the workplace. availed based on job requirements.
5.3 Resources for training are mobilized and allocated
based organizations skills needs.

function.
5.4 Licensees and certifications relevant to job and career
are obtained and renewed.
5.5 Personal growth is pursued towards improving the
qualifications set for the profession.
5.6 Work priorities and commitments are managed based
on requirement of the job and workplace policy.
5.7 Recognitions are sought as proof of career
advancement in line with professional requirements.
6. Demonstrate 6.1 Time and effort is invested in learning new skills
learning, creativity based job requirements.
and innovativeness 6.2 Willingness to learn in different context is
in the workplace demonstrated based on available learning
opportunities arising in the workplace.
6.3 Learning opportunities are sought and allocated based
on job requirement and in line with organization
policy.
6.4 Application of learning is demonstrated in both
technical and non-technical aspects based on
requirements of the job.
6.5 Application of a range of basic IT skills is
demonstrated based on requirements of the job.
6.6 Awareness of Occupational Health and Safety
procedures are demonstrated in use of technology in
the workplace.
6.7 Initiative is taken to create more effective and
efficient processes and procedures in line with
workplace policy.
6.8 New systems are developed and maintained in
accordance with the requirements of the job.
6.9 Opportunities that are not obvious are identified and
exploited in line with organization objectives.
6.10 Opportunities for performance improvement are
identified proactively in area of work.
6.11 Awareness of personal role in workplace innovation
is demonstrated.

RANGE
criteria apply. It allows for different work environment and situations that will
affect performance.
Range Variable
includes but not limited to:
Drug and substance Commonly abused
abuse  Alcohol.
 Tobacco.
 Miraa.
 Over-the-counter drugs.
 Cocaine.
 Bhang.
 Glue.
Feedback  Verbal.
 Written.
 Informal.
 Formal.
Clients  New clients.
 Existing clients.
 Internal clients.
 External clients.
Relationships  Man/Woman.
 Trainer/trainee.
 Employee/employer.
 Client/service provider.
 Husband/wife.
 Boy/girl.
 Parent/child.
 Sibling relationships.
Communication  Written.
Methods  Talk/presentation.
 Video.
 Audio.
 Graphical.
 Modelling.
Team  Small work group.
 Staff in a section/department.
 Inter-agency group.
Personal growth  Growth in the job.
 Career mobility.

Range Variable
includes but not limited to:
 Gains and exposure the job gives.
 Net workings.
 Benefits that accrue to the individual as a result of
noteworthy performance.
Personal  Long term.
objectives  Short term.
 Broad.
 Specific.
Trainings and  Participation in training programs;
career o Technical.
opportunities o Supervisory.
o Managerial.
o Continuing Education.
 Serving as Resource Persons in conferences and
workshops
Resource  Human.
 Financial.
 Technology;
o Hardware.
o Software.
Innovation  New ideas.
 Original ideas.
 Different ideas.
 Methods/procedures.
 Processes.
 New tools.
Emerging issues  Terrorism.
 Social media.
 National cohesion.
 Open offices.

Required Skills
 Personal hygiene practices.
 Intra and Interpersonal skills.

 Knowledge management.
 Interpersonal skills.
 Critical thinking skills.
 Observation skills.
 Organizing skills.
 Negotiation skills.
 Monitoring skills.
 Evaluation skills.
 Record keeping skills.
 Problem solving skills.
 Decision making skills.
 Resource utilization skills.
 Resource mobilization skills.
Required Knowledge
 Work values and ethics.
 Company policies.
 Company operations, procedures and standards.
 Occupational Health and safety procedures.
 Fundamental rights at work.
 Personal hygiene practices.
 Workplace communication.
 Concept of time.
 Time management.
 Decision making.
 Types of resources.
 Work planning.
 Resources and allocating resources.
 Organizing work.
 Monitoring and evaluation.
 Record keeping.
 Workplace problems and how to deal with them.
 Negotiation.
 Assertiveness.
 Team work.
 Gender mainstreaming.
 HIV and AIDS.
 Drug and substance abuse.
 Leadership.
 Safe work habits

 Professional growth and development.
 Technology in the workplace.
 Learning.
 Creativity.
 Innovation.
 Emerging issues;
o Social media.
o Terrorism.
o National cohesion.
EVIDENCE GUIDE
1. Critical Assessment requires evidence that the candidate:
aspects of 1.1 Attained job targets within key result areas.
Competency 1.2 Maintained intra- and inter-personal relationship in the
course of managing oneself.
1.3 Completed trainings and career progression opportunities
in time.
1.4 Was punctual and time conscious.
1.5 Acquired and maintained licenses and/or certifications
required for the job.
1.6 Planned and organized resources to achieve organization
goals and objectives.
1.7 Monitored and evaluated work activities.
1.8 Identified, analysed and solved problem arising in the
course of working.
1.9 Was conscious of health and safety while carrying out
work functions.
1.10 Maintained a mentorship and coaching program for
employees.
1.11 Innovatively made work processes and procedures more
efficient.
1.12 Mainstreamed gender issues in the workplace.
1.13 Build a strong team of workers in the workplace.
1.14 Sought and allocated learning opportunities and resources
in the workplace.
1.15 Demonstrated awareness of HIV and AIDS.
1.16 Abstained from drug and substance abuse.
1.17 Demonstrated ability to cope with emerging issues.
2. Resource The following resources should be
Implications provided:
2.1 Workplace or assessment location

2.2 Case studies/scenarios
Assessment  Oral Interview
 Observation
 Third Party Reports
 Written
4. Context of 4.1 Competency may be assessed in workplace or in a
Assessment simulated workplace setting
4.2 Assessment shall be observed while tasks are being
undertaken whether individually or in-group
5. Guidance Holistic assessment with other units relevant to the industry
information sector, workplace and job role is recommended.
for assessment

DEMONSTRATE ENVIRONMENTAL LITERACY
UNIT DESCRIPTION
This unit specifies the competencies required to follow procedures for
environmental hazard control, follow procedures for environmental pollution
control, comply with workplace sustainable resource use, evaluate current
practices in relation to resource usage, develop and adhere to environmental
protection principles/strategies/guidelines, analyze resource use, develop resource
conservation plans and implement selected plans.

ELEMENT
These are assessable statements which specify the
These describe the
required level of performance for each of the
key outcomes which
elements.
make up workplace
Bold and italicized terms are elaborated in the
function.
Range
1. Control 1.1 Storage methods for environmentally
environmental hazardous materials are strictly followed
hazard. according to environmental regulations and
OSHS.
1.2 Disposal methods of hazardous wastes are
followed at all times according to
environmental regulations and OSHS.
1.3 PPE is used according to OSHS.
2. Control 2.1 Environmental pollution control measures are

environmental compiled following standard protocol.
Pollution control. 2.2 Procedures for solid waste management are
observed according Environmental Management
and Coordination Act 1999.
2.3 Methods for minimizing noise pollution complied
following environmental regulations.
3. Demonstrate 3.1 Methods for minimizing wastage are complied
sustainable resource with.
use. 3.2 Waste management procedures are employed
following principles of 3Rs (Reduce, Reuse, and
Recycle).
3.3 Methods for economizing or reducing resource
consumption are practiced.
4. Evaluate current 4.1 Information on resource efficiency systems and
ELEMENT
These describe the
key outcomes which
elements.
make up workplace
function.
Range
practices in relation to procedures are collected and provided to the work
resource usage. group where appropriate.
4.2 Current resource usage is measured and recorded
by members of the work group.
4.3 Current purchasing strategies are analyzed and

recorded according to industry procedures.
4.4 Current work processes to access information and
data is analyzed following enterprise protocol.
5. Identify 5.1 Environmental legislations/conventions and local
Environmental ordinances are identified according to the
legislations/conventio different environmental aspects/impact
ns for environmental 5.2 Industrial standard/environmental practices are
concerns. described according to the different environmental
concerns
6. Implement specific 6.1 Programs/Activities are identified according to
environmental organizations policies and guidelines.
programs. 6.2 Individual roles/responsibilities are determined and
performed based on the activities identified.
6.3 Problems/constraints encountered are resolved in
accordance with organizations’ policies and
guidelines
6.4 Stakeholders are consulted based on company
guidelines
7. Monitor activities on 7.1 Activities are periodically monitored and
Environmental Evaluated according to the objectives of the
protection/Programs. environmental program.
7.2 Feedback from stakeholders are gathered and
considered in Proposing enhancements to the
program based on consultations.
7.3 Data gathered are analysed based on Evaluation
requirements.
7.4 Recommendations are submitted based on the
findings
7.5 Management support systems are set/established to
sustain and enhance the program.
7.6 Environmental incidents are monitored and

ELEMENT
These describe the
key outcomes which
elements.
make up workplace
function.
Range
reported to concerned/proper authorities.
8. Analyze resource use. 8.1 All resource consuming processes are
identified.
8.2 Quantity and nature of Resource consumed is
determined
8.3 Resource flow is analysed through different
parts of the process.
8.4 Waste is classified for possible source of
resources.
9. Develop resource 9.1 Efficiency of use/conversion of resources is
Conservation plans. determined following industry protocol.
9.2 Causes of low efficiency of use of resources
are determined based on industry protocol.
9.3 Plans for increasing the efficiency of resource
use are developed based on findings.
RANGE
This section provides work environments and conditions to which the
performance criteria apply. It allows for different work environments and
situations that will affect performance.
Variable Range
May include but are not
limited to:
PPE 1.1 Mask.
1.2 Gloves.
1.3 Goggles.
1.4 Safety hat.
1.5 Overall.
1.6 Hearing protector.
Environmental pollution 2.1 Methods for minimizing or stopping spread
Control measures and ingestion of airborne particles.
2.2 Methods for minimizing or stopping spread
and ingestion of gases and fumes.
2.4 Methods for minimizing or stopping spread
and ingestion of liquid wastes.

Wastes 3.1 Unnecessary waste.
3.2 Necessary waste.
Waste management 4.1 Sorting.
Procedures 4.2 Storing of items.
4.2 Recycling of items.
4.3 Disposal of items.
Resources 5.1 Electric.
5.2 Water.
5.3 Fuel.
5.4 Telecommunications.
5.5 Supplies.
5.6 Materials.
Workplace environmental 6.1Biological hazards.
Hazards 6.2 Chemical and dust hazards.
6.3 Physical hazards.
Organizational systems 7.1 Supply chain, procurement and purchasing.
and 7.2 Quality assurance.
Procedures 7.3 Making recommendations and seeking
approvals.
Legislations/Conventions 8.1 EMCA 1999.
8.2 Montreal Protocol.
8.3 Kyoto Protocol.
Environmental 9.1 Air pollution.
aspects/impacts 9.2 Water pollution.
9.3 Noise pollution.
9.4 Solid waste.
9.5 Flood control.
9.6 Deforestation/Denudation.
9.7 Radiation/Nuclear /Radio Frequency/
Microwaves.
9.8 Situation.
9.9 Soil erosion (e.g. Quarrying, Mining, etc.).
9.10 Coral reef/marine life protection.
Industrial standards / 10.1 ISO standards.
Environmental practices 10.2 Company environmental management
systems
(EMS)

Periodic 11.1 Hourly.
11.2 Daily
11.3 Weekly
11.4 Monthly
11.5 Quarterly
11.6 Yearly
Programs/Activities 12.1 Waste disposal (on-site and off-site).
12.2 Repair and maintenance of equipment.
12.3 Treatment and disposal operations.
12.4 Clean-up activities.
12.5 Laboratory and analytical test.
12.6 Monitoring and evaluation.
12.7 Environmental advocacy programs.
EVIDENCE GUIDE
1.Critical Assessment requires evidence that the candidate:

aspects 1.1 Controlled environmental hazard.
of 1.2 Controlled environmental pollution.
competency 1.3 Demonstrated sustainable resource use.
1.4 Evaluated current practices in relation to resource usage.
1.5 Demonstrated knowledge of environmental legislations and
local ordinances according to the different environmental
issues /concerns.
1.6 Described industrial standard environmental practices
according to the different environmental issues/concerns.
1.7 Resolved problems/ constraints encountered based on
management standard procedures.
1.8 Implemented and monitored environmental practices on a
periodic basis as per company guidelines.
1.9 Recommended solutions for the improvement of the program
1.10 Monitored and reported to proper authorities any
environmental
incidents.
2.1 Workplace with storage facilities
Implications. 2.2 Tools, materials and equipment relevant to the tasks (e.g.
Cleaning tools, cleaning materials, trash bags)
2.3 PPE, manuals and references
2.4 Legislation, policies, procedures, protocols and local
ordinances relating to environmental protection

2.5 Case studies/scenarios relating to environmental Protection
3 Methods of Competency in this unit may be assessed through:
Assessment. 3.1 Demonstration.
3.2 Oral questioning.
3.3 Written examination.
3.4 Interview/Third Party Reports.
3.5 Portfolio (citations/awards from GOs and NGOs, certificate of
training – local and abroad).
3.6 Simulations and role-play.
4 Context of Competency may be assessed on the job, off the job or a
Assessment combination of these. Off the job assessment must be undertaken
in a closely simulated workplace environment.
5 Guidance Holistic assessment with other units relevant to the industry sector,
information workplace and job role is recommended.
for
assessment

Required Skills
 Following storage methods of environmentally hazardous materials.
 Following disposal methods of hazardous wastes.
 Using PPE.
 Practicing OSHS.
 Complying environmental pollution control.
 Observing solid waste management.
 Complying methods of minimizing noise Pollution.
 Complying methods of minimizing wastage.
 Employing waste management procedures.
 Economizing resource consumption.
 Listing of resources used.
 Measuring current usage of resources.
 Identifying and reporting workplace environmental hazards.
 Conveying all environmental issues.
 Following environmental regulations.
 Identifying environmental regulations.
 Assessing procedures for assessing compliance.
 Collecting information on environmental and resource efficiency systems and
procedures, and providing information to the work group.
 Measuring and recording current resource usage.

 Analysing and recording current purchasing strategies.
 Analysing current work processes to access information and data and assisting
identifying areas for improvement.
 Analysing resource flow.
 Determining efficiency of use/conversion of resources.
 Determining causes of low efficiency of use.
 Developing plans for increasing the efficiency of resource use.
 Checking resource use plans.
 Complying with regulations/licensing requirements.
 Determining benefit/cost of plans.
 Ranking proposals based on benefit/cost compared to limited resources.
 Checking proposals meet regulatory requirements.
 Monitoring implementation.
 Making adjustments to plan and implementation.
 Checking new resource usage.
Required Knowledge
 Storage methods of environmentally hazardous materials.
 Disposal methods of hazardous wastes.
 Usage of PPE Environmental regulations.
 OSHS.
 Types of pollution.
 Environmental pollution control measures.
 Different solid wastes
 Solid waste management.
 Different noise pollution.
 Methods of minimizing noise pollution.
 Methods of minimizing wastage.
 Waste management procedures.
 Economizing of resource consumption.
 Principle of 3Rs.
 Types of resources.
 Techniques in measuring current usage of resources.
 Calculating current usage of resources.
 Types of workplace environmental hazards.
 Environmental regulations.
 Environmental regulations applying to the enterprise.
 Procedures for assessing compliance with environmental regulations.
 Collection of information on environmental and resource efficiency systems
and procedures.
 Measurement and recording of current resource usage
 Analysis and recording of current purchasing strategies.
 Analysis current work processes to access information and data Analysis of
data and information.
 Identification of areas for improvement.
 Resource consuming processes.
 Determination of quantity and nature of resource consumed
 Analysis of resource flow of different parts of the resource flow process.
 Use/conversion of resources.
 Causes of low efficiency of use.
 Increasing the efficiency of resource use.
 Inspection of resource use plans
 Regulations/licensing requirements
 Determine benefit/cost for alternative resource sources.
 Benefit/costs for different alternatives.
 Components of proposals
 Criteria on ranking proposals.
 Regulatory requirements.
 Proposals for improving resource efficiency.
 Implementation of resource efficiency plans.
 Procedures in monitor implementation.
 Adjustments of implementation plan.
 Inspection of new resource usage.

DEMONSTRATE OCCUPATIONAL SAFETY AND HEALTH
PRACTICES
UNIT DESCRIPTION
This unit specifies the competencies required to lead the implementation of
workplace safety and health program, procedures and policies/guidelines.

workplace function. Bold and italicized terms are elaborated in the
Range
1. Work in a safe and clean 1.2 Work area is cleaned and made safe before use
environment. in accordance with organization policy,
Factories Act 1977, OSH Act 2007
1.3 Tools and equipment are used as per the
manufactures manual
1.1 Health and safety regulations are observed as
per OSH Act 2007
1.5 Waste oil, fluids and scrap components are
disposed of in accordance with EMC Act 2012
2 Identify workplace hazards 2.1 Hazards in the workplace and/or its
indicators of its presence, are identified.
2.2 Evaluation and/or work environment
measurements of OSH hazards/risk existing
in the workplace is conducted by
authorized personnel or agency.
2.3 OSH issues and/or concerns raised by
workers are gathered.
1. Identify and implement 3.1 Prevention and control measures, including
appropriate control use of safety gears / PPE (personal protective
measures equipment) for specific hazards identified and
implemented.
3.2 Appropriate risk controls based on result of
OSH hazard evaluation is recommended.
3.3 Contingency measures, including emergency
procedures during workplace incidents and
emergencies are recognized and established in

workplace function. Bold and italicized terms are elaborated in the
Range
accordance with organization procedures.
2. Implement OSH 4.1 Information to work team about company OSH

programs, procedures program, procedures and policies/guidelines are
and policies/ guidelines provided.
4.2 Implementation of OSH procedures and
policies/ guidelines are participated.
4.3 Team members are trained and advised on OSH
standards and procedures.
4.4 Procedures for maintaining OSH-related
records are implemented.
RANGE
performance.
Variable Range
but are not limited to:

Variable Range
1. Hazards may include 1.1. Physical hazards – impact, illumination, pressure,
noise,
Vibration, extreme temperature, radiation.
1.2 Biological hazards- bacteria, viruses, plants,
parasites,
mites, molds, fungi, and insects.
1.3 Chemical hazards – dusts, fibers, mists, fumes,
smoke,
Gasses, vapors.
1.4 Ergonomics;
Psychological factors – over exertion/ excessive
force,
awkward/static positions, fatigue, direct pressure,
varying metabolic cycles;
Physiological factors – monotony, personal
relationship, work out cycle;
1.6 Safety hazards (unsafe workplace condition) –
confined space, excavations, falling objects, gas
leaks, electrical, poor storage of materials and
waste, spillage, waste and debris;
1.7 Unsafe workers’ act (Smoking in off-limited areas,
Substance and alcohol abuse at work);
2. Indicators may 2.1 Increased of incidents of accidents, injuries;
include 2.2 Increased occurrence of sickness or health
complaints/ symptoms;
2.3 Common complaints of workers’ related to OSH;
2.4 High absenteeism for work-related reasons;
3. Evaluation and/or 3.1 Health Audit;
work environment 3.2 Safety Audit;
measurements 3.3 Work Safety and Health Evaluation;
3.4 Work Environment Measurements of Physical and
Chemical Hazards.
4. OSH issues and/or 4.1 Workers’ experience/observance on presence of
concerns work hazards.
4.2 Unsafe/unhealthy administrative arrangements
(prolonged work hours, no break time, constant
overtime, scheduling of tasks).
4.3 Reasons for compliance/non-compliance to use of
PPEs or other OSH procedures/policies/guidelines.

Variable Range
5. Prevention and 5.1 Eliminate the hazard (i.e., get rid of the dangerous
control measures machine
5.2 Isolate the hazard (i.e. keep the machine in a closed
room and operate it remotely; barricade an unsafe
area off)
5.3 Substitute the hazard with a safer alternative (i.e.,
replace the machine with a safer one).
5.4 Use administrative controls to reduce the risk (i.e.
give trainings on how to use equipment safely; OSH-
related topics, issue warning signage,
rotation/shifting work schedule).
5.5 Use engineering controls to reduce the risk (i.e. use
safety guards to machine).
5.6 Use personal protective equipment.
5.7 Safety, Health and Work Environment Evaluation.
5.8 Periodic and/or special medical examinations of
workers.
6. Safety gears /PPE 6.1 Arm/Hand guard, gloves.
(Personal Protective 6.2 Eye protection (goggles, shield).
Equipment) 6.3 Hearing protection (ear muffs, ear plugs).
6.4 Hair Net/cap/bonnet.
6.5 Hard hat.
6.6 Face protection (mask, shield).
6.7 Apron/Gown/coverall/jump suit.
6.8 Anti-static suits.
6.9 High-visibility reflective vest.

Variable Range
7. Appropriate risk Appropriate risk controls in order of impact are as
controls follows:
7.1 Eliminate the hazard altogether (i.e., get rid of the
dangerous machine).
7.2 Isolate the hazard from anyone who could be harmed
(i.e., keep the machine in a closed room and operate
it remotely; barricade an unsafe area off).
7.3 Substitute the hazard with a safer alternative (i.e.
replace the machine with a safer one).
7.4 Use administrative controls to reduce the risk (i.e.
train workers how to use equipment safely; train
workers about the risks of harassment; issue
signage).
7.5 Use engineering controls to reduce the risk (i.e.,
attach guards to the machine to protect users).
7.6 Use personal protective equipment (i.e. wear
gloves and goggles when using the machine)
8. Contingency measures 8.1 Evacuation.
8.2 Isolation.
8.3 Decontamination.
8.4 (Calling designed) emergency personnel.
9. Emergency 9.1 Fire drill.
procedures 9.2 Earthquake drill.
9.3 Basic life support/CPR.
9.4 First aid.
9.5 Spillage control.
9.6 Decontamination of chemical and toxic
9.7 Disaster preparedness/management
9.8 se of fire-extinguisher.
10. Incidents and 10.1 Chemical spills.
emergencies 10.2 Equipment/vehicle accidents.
10.3 Explosion
10.4 Fire
10.5 Gas leak.
10.6 Injury to personnel.
10.7 Structural collapse.
10.8 Toxic and/or flammable vapors emission.
11. OSH-related 11.1 Medical/Health records.
Records 11.2 Incident/accident reports.
11.3 Sickness notifications/sick leave application.
11.4 OSH-related trainings obtained

Required Skills
 Skills on preliminary identification of workplace hazards/risks
 Knowledge management.
 Critical thinking skills.
 Observation skills.
 Coordinating skills.
 Interpersonal skills.
 Troubleshooting skills.
 Presentation skills.
 Training skills.
Required Knowledge
 General OSH Principles.
 Occupational hazards/risks recognition.
 OSH organizations providing services on OSH evaluation and/or work
environment measurements (WEM).
 National OSH regulations; company OSH policies and protocols.
 Systematic gathering of OSH issues and concerns.
 General OSH principles.
 National OSH regulations.
 Company OSH and recording protocols, procedures and policies/guidelines.
 Training and/or counselling methodologies and strategies.
EVIDENCE GUIDE

Aspects of 1.1 Identifies hazards/risks in the workplace and/or its indicators.
Competency 1.2 Requests for evaluation and/or work environment measurements
of OSH hazards/risk in the workplace.
1.3 Gathers OSH issues and/or concerns raised by workers.
1.4 Identifies and implements prevention and control measures,
including use of PPE (personal protective equipment) for

specific hazards.
1.5 Recommends appropriate risk controls based on result of OSH
hazard evaluation and OSH issues gathered.
1.6 Establish contingency measures, including emergency
procedures in accordance with organization procedures.
1.7 Provides information to work team about company OSH
program, procedures and policies/guidelines.
1.8 Participates in the implementation of OSH procedures and
policies/guidelines.
1.9 Trains and advises team members on OSH standards and
procedures.
1.10 Implements procedures for maintaining OSH-related records.
Implications 2.1 Workplace or assessment location.
. 2.2 OSH personal records.
2.3 PPE.
2.4 Health records.
Assessment. 3.1 Portfolio Assessment.
3.2 Interview.
3.3 Case Study/Situation.
3.4 Observation/Demonstration and oral questioning.
4. Context of Competency may be assessed on the job, off the job or a
Assessment. combination of these. Off the job assessment must be undertaken in
a closely simulated workplace environment.
5. Guidance Holistic assessment with other units relevant to the industry sector,
information workplace and job role is recommended.
for
assessment.

COMMON UNITS OF COMPETENCY

PREPARE AND INTERPRET TECHNICAL DRAWINGS
UNIT CODE: ENG/OS/MC/CC/01/6
UNIT DESCRIPTION
This unit covers the competencies required to prepare and interpret technical drawings
by a mechatronic technician. It involves competencies to select, use and maintain
drawing equipment and materials. It also involves producing plain geometry
drawings, solid geometry drawings, pictorial and orthographic drawings of
components and application of CAD softwares.

ELEMENT (Bold and italicized terms are elaborated in the
Range)
1. Use and maintain 1.1 Drawing equipment are obtained according to
drawing equipment and task requirements
materials 1.2 Drawing materials are obtained according to task
requirements
1.3 Drawing equipment are used and maintained
according to manufacturer instructions
1.4 Drawing materials are used according to task
requirements
1.5 Waste materials are disposed in accordance with
workplace procedures and environmental
legislations
1.6 Personal Protective Equipment is used according
to occupational safety and health regulations
2. Produce plain geometry 2.1 Lettering and line work is done according to
drawings drawing rules
2.2 Sketches of geometric forms are interpreted
according to standard conventions
2.3 Different types of angles are constructed
according to principles of trigonometry
2.4 Different types of geometric forms are
constructed according to standard drawing
conventions
2.5 Constructed geometric forms are dimensioned
according to drawing requirements

Range)
3.1 Sketches of patterns e.g. are interpreted
3. Produce solid geometry
according to work requirements
drawings
3.2 Interpenetrating surface of solids and truncated
solids are developed according to work
requirements
3.3 Interpenetrations of solids of equal and unequal
is done according to work requirements
4. Produce pictorial and 4.1 Different symbols and abbreviations are identified
orthographic drawings of and their meaning interpreted according to
components standard drawing conventions
4.2 Isometric sketches and drawings of components
are interpreted and produced in accordance with
the standard conventions of isometric drawings
4.3 First and third angle orthographic sketches and
drawings of components are produced in
accordance with the standard conventions of
orthographic drawings
4.4 Freehand sketching of different types of
geometric forms, tools, equipment, diagrams and
components is conducted
5. Produce assembly 5.1 Orthographic views are exploded according to
drawings standard conventions of orthographic drawings.
5.2 Pictorial views are exploded according to
standard conventions of orthographic drawings.
5.3 Part lists are identified according to drawing
specifications
5.4 Sectional views are produced according to
standard conventions of drawing.
5.5 Produced drawing is hatched according to
standard conventions of drawings.
6. Apply CAD in technical 6.1 CAD software are identified according to work
drawing requirements
6.2 2-D models are produced according to work
requirements
6.3 3D models are produced according to work
requirements
6.4 Produced models are annotated according to work
requirements
RANGE

Variable Range
May include but is not limited to:
1. Drawing equipment  Drawing boards
 T-square
 Set squares
 Drawing set
 French curves
 Computers
2. Drawing materials  Drawing papers
 Pencils
 Erasers
 Masking tapes
 Paper clips
3. CAD software  AutoCAD
 Inventor
 Solid Works
 Archi CAD
 Electronic work bench
 Circuit maker
 Proteus
4. Sketches of patterns  Cylinders
 Prisms
 Pyramids
5 Interpenetrations of  Cylinder to cylinder
solids  Cylinder to prism
 Prism to prism
5. Environmental  EMCA 1999
legislations  NEMA Regulations
6. Personal Protective  Dust coats
Equipment  Closed leather shoes
 Goggles for CAD
7. Geometric forms  Circles
 Triangles
 Rectangles
 Parallelogram
 Polygons
 Pyramids
 Conic sections
 Prisms
 Loci
8. Standard drawing  Anatomy of engineering drawing (title block,

conventions coordinate grid system, revision block, notes
and legends)
 Drawing scale (paper size and drawing
symbols)
 International drawing standards

Required skills
 Critical thinking
 Drawing
 Interpretation
 Drawing equipment handling
 Analysis and synthesis
 Communication
 Inter personal relations
 Computer
Required knowledge
 Drawing equipment and materials
 Freehand sketching
 Lettering
 Geometrical constructions
 Types of drawings
 Types of lines
 Engineering calculations
 Isometric drawing conventions, features, characteristics, components
 Orthographic drawing conventions, features, characteristics, components
 Sketches and drawings of simple patterns
EVIDENCE GUIDE
performance criteria, required knowledge and understanding and range.
1. Critical Aspects Assessment requires evidence that the candidate:
of Competency 1.1 Applied and adhered to safety procedures
1.2 Cared and maintained drawing equipment
1.3 Interpreted circuit, assembly and lay out diagrams
1.4 Applied appropriate technical standards, used proper
tools and equipment for a given task
1.5 Produced sketches and drawings

1.6 Applied CAD in production of drawings
2. Resource Resources the same as that of workplace are advised to be
Implications applied.
2.1 Drawing room
2.2 Drawing equipment and materials
2.3 Computers
2.4 CAD software
2.5 PPE
2.6 Internet
Assessment 3.1 Practical tests
3.2 Observation
Assessment workplace or a simulated work place setting
information for sector, workplace and job role is recommended.
assessment

APPLY ENGINEERING MATHEMATICS
UNIT DESCRIPTION:
This unit describes the competencies required by a mechatronic technician in order to
apply algebra, apply trigonometry and hyperbolic functions, apply complex numbers,
apply coordinate geometry, apply calculus, solve ordinary differential equations, carry
out mensuration, apply power series, apply statistics, apply numerical methods, apply
vector theory and apply matrix.

These describe These are assessable statements which specify the required level of
the key performance for each of the elements.
outcomes Bold and italicized terms are elaborated in the Range.
which make up
workplace
function.
1. Apply 1.1 Calculations involving Indices are performed as per the concept
Algebra 1.2 Calculations involving Logarithms are performed as per the
concept
1.3 Scientific calculator is used in solving mathematical problems in
line with manufacturer manual
1.4 Simultaneous equations are performed as per the rules
1.5 Quadratic equations are solved as per the concept
1.6 Permutations and combinations are solved according to concept
1.7 Binomial Expansion carried out according to engineering
concepts
2. Apply 2.1 Calculations are performed using trigonometric rules

Trigonome 2.2 Calculations are performed using hyperbolic functions
try and 2.3 Trigonometry and hyperbolic functions are applied according to
hyperbolic engineering problem
functions
3. Apply 3.1 Complex numbers are represented using Argand diagrams
complex
3.2 Operations involving complex numbers are performed
numbers
3.3 Calculations involving complex numbers are performed using

which make up
workplace
function.
De Moivre’s theorem
4. Apply 4.1 Polar equations are calculated using coordinate geometry
Coordinate 4.2 Graphs of given polar equations are drawn using the Cartesian
Geometry plane
4.3 Normal and tangents are determined using coordinate geometry
5. Apply 5.1 Derivatives of functions are determined using differentiation

Calculus 5.2 Derivatives of hyperbolic functions are determined using
Differentiation
5.3 Derivatives of inverse trigonometric functions are determined
using differentiation
5.4 Rate of change and small changes are determined using
differentiation.
5.5 Calculation involving stationery points of functions of two
variables are performed using differentiation.
5.6 Integrals of algebraic functions are determined using integration
5.7 Integrals of trigonometric functions are determined using
integration
5.8 Integrals of logarithmic functions are determined using
integration
5.9 Integrals of hyperbolic and inverse functions are determined
using integration
6. Solve 6.1 First order and second order differential equations are solved
Ordinary using the method of undetermined coefficients
differential 6.2 First order and second order differential equations are solved
equations from given boundary conditions
7. Carry out 7.1 Perimeter and areas of figures are obtained

Mensurati 7.2 Volume and of Surface area of solids are obtained
on 7.3 Areas and volumes are obtained using Pappus theorem
8. Apply 8.1 Power series are obtained using Taylor’s Theorem

Power 8.2 Power series are obtained using McLaurin’s ‘s theorem
Series

which make up
workplace
function.
9. Apply 1.1 Mean, median, mode and standard deviation are obtained from
Statistics given data
1.2 Calculations are performed based on Laws of probability
1.3 Calculation involving probability distributions, mathematical
expectation sampling distributions are performed
1.4 Sampling distribution methods are applied in data analysis
1.5 Calculations involving use of standard normal table, sampling
distribution, T-distribution and estimation are done
1.6 Confidence intervals are determined
10. Apply 10.1 Roots of polynomials are obtained using iterative numerical
Numerical methods
methods 10.2 Interpolation and extrapolation are performed using numerical
methods
11. Apply 11.1 Vectors and scalar quantities are obtained in two and three
Vector dimensions
theory 11.2 Operations on vectors are performed
11.3 Position of vectors is obtained
11.4 Resolution of vectors is done
12. Apply 12.1 Determinant and inverse of 3x3 matrix are obtained
Matrix 12.2 Solutions of simultaneous equations are obtained
12.3 Calculation involving Eigen values and Eigen vectors are
performed
RANGE
performance.
Variable Range
May include but not limited to:
1. Operations 1.1. Addition
1.2. Subtraction
2. Hyperbolic functions 2.1. Sinh x
2.2. Cosh x
2.3. Cosec x
2.4. Coth x
2.5. Tanh x
2.6. Sech x
3. Probability Distributions 3.1. Binomial distribution
3.2. Poisson distribution
3.3. Normal distribution
4. Numerical Methods 4.1. Newton Raphson
4.2. Gregory Newton

Required Skills
 Applying fundamental operations (addition, subtraction, division, multiplication)
 Using and applying mathematical formulas
 Logical thinking
 Problem solving
 Applying statistics
 Drawing graphs
 Using different measuring tools
Required knowledge
 Fundamental operations (addition, subtraction, division, multiplication)
 Calculating area and volume
 Types and purpose of measuring instruments
 Units of measurement and abbreviations
 Rounding techniques
 Types of fractions
 Types of tables and graphs
 Presentation of data in tables and graphs
 Vector operations
 Matrix operations
EVIDENCE GUIDE

aspects of 1.1 Applied algebra
Competency 1.2 Applied Trigonometry and hyperbolic functions
1.3 Applied complex numbers
1.4 Applied coordinates geometry
1.5 Applied Calculus
1.6 Solved Ordinary differential equations
1.7 Carried out mensuration
1.8 Applied Power Series
1.9 Applied statistics
1.10 Applied numerical methods
1.11 Applied vectors
1.12 Applied matrix
Implications 2.1 Access to relevant workplace or appropriately simulated
environment where assessment can take place
2.2 Measuring equipment
Assessment 1.1 Direct Observation
1.2 Demonstration with Oral Questioning
1.3 Written tests
Assessment workplace or
through accredited institution
for assessment

PERFORM WORKSHOP PROCESSES AND PRACTICES

Unit description
apply a wide range of workshop processes and practice skills in their work. It involves
use of different methods to produce work pieces using basic tools while observing
occupational safety and health legislations, regulations and safe working practices,
interpret working drawings, select appropriate techniques for a given task to achieve
specified results, assemble of metal parts and sub-assemblies as well as perform
housekeeping.

These describe the key outcomes the required level of performance for each of the
which make up workplace elements.
function
Range
1. Use technical drawing to plan 1.1 Technical drawings are produced as per
work operations drawing standards
1.2 Technical drawings and geometric symbols
are read and interpreted as per drawing
standards.
1.3 Operation plan is produced as per the
technical drawings.
2. Measure and mark out 2.1 Measuring tools suitable for the work are
dimensions on work pieces selected according to task description
2.2 Measuring tools are inspected and calibrated
as per requirements
2.3 Dimensions are marked on the work piece as
per the working drawing.
3. Use hand tools to cut and file 3.1 Hand tools are selected based on operation
parts plan
3.2 Work piece is cut to specification based on
job requirement
3.3 Work piece is filed to specification based on
job requirement
3.4 Part are produced to specifications based on
work requirement

function
Range
4. Use drills to make holes 4.1 Hole centers are marked and center-punched
as per operation plan.
4.2 Drill bits are selected and mounted
4.3 Work piece is mounted and clamped
according to workshop regulations
4.4 Hole is drilled to specification according to
work requirements
4.5 Holes inspected to specification according
to work requirements
5. Thread using taps and dies 5.1 Taps and dies selected based on operation
plan.
5.2 Taps and dies are set up on the work piece
according to work specifications
5.3 Work piece is clamped according to work
requirements
5.4 Threads are cut according to work
specifications
6. Produce components using a 6.1 Work piece is faced according to work
lathe and milling machine specifications
6.2 Work pieces are turned according to work
requirements
6.3 Work piece is threaded according to work
requirements
6.4 Work piece is drilled according to work
requirements
6.5 Work piece is bored according to work
requirements
6.6 Work piece is milled according to specified
milling operation
7. Assemble metal parts and sub- 7.1 Joining and assembly method is selected
assemblies according to work requirements
7.2 Parts joined, fitted and assembled according
to the specified assembly and joinery
methods
7.3 Final assembly is inspected as per
specification

function
Range
8. Perform surface finish 8.1 Surface finishing method is selected
8.2 Surface finishing materials are selected
8.3 Work piece is surface finished according to
work requirements
9. Perform housekeeping 9.1 Waste is segregated and disposed as per
disposal guidelines.
9.2 Housekeeping is carried out as per
workplace requirement
9.3 Tools and equipment are stored in
accordance to manufacturer requirement
10. Inspect finished work for 10.1 Inspection tools and methods are selected as
accuracy and quality per operation plan
10.2 Finished work is inspected as per
specification
10.3 Adjustments are made based on inspections
results
11. Maintenance of tools and 11.1 Machines and tools are inspected in
equipment accordance to manufacturer specifications
11.2 Machines and tools are lubricated according
to manufacturer manual
11.3 Tools are ground to manufacturer
specification
11.4 Faults on machines and tools are identified
and reported according to maintenance
manual
RANGE
performance.
VARIABLE RANGE
1. Measuring tools 1.1 Steel rule

1.2 Vernier calliper
VARIABLE RANGE
1.3 Micrometre screw gauge
1.4 Vernier height gauge
1.5 Combination set
1.6 Bevels
2. Drawing Standards 2.1 ISO
2.2 BS
2.3 ANSI
3. Operation Plan 3.1 Sequence of operations

3.2 Measuring tools
3.3 Hand tools
3.4 Cutting tools
3.5 Inspection tools
4. Marking out tools 4.1 Scribers
4.2 Dividers
4.3 Dot punch
4.4 Centre punch
4.5 Engineers square
4.6 Straight edge
4.7 Surface plate
5. Work holding 5.1 Bench vice
devices 5.2 V-Block
5.3 Angle plate
5.4 G-clamp
5.5 Jigs and fixtures
5.6 Hand vice
6. Hand tools 6.1 Files
6.2 Saws
6.3 Hammers
6.4 Chisels
6.5 Taps and dies
7. Threads 7.1 Internal and external threads
7.2 V-profile threads
8. Surface finishing 8.1 Filing/deburring
methods 8.2 Tumbling
8.3 Plating
8.4 Painting
9. Joining and 9.1 Riveting
assembly method 9.2 Fastening
9.3 Soldering
9.4 Brazing

VARIABLE RANGE
9.5 Welding
10. Specifications 10.1 Dimensions
10.2 Tolerances
10.3 Geometry
10.4 Surface finish
10.5 Functionality

Required Skills
 Technical drawing
 Using measuring and inspection tools
 Using hand tools
 Using portable and bench drilling machines
 Soldering and brazing
 Riveting and fastening
 Use of the lathe machine
 Use of milling machine
 Using grinding machine
Required Knowledge
The individual needs to demonstrate knowledge and understanding of:
 Occupational Health and Safety Act of Kenya laws 2007 with focus on
personal safety, machine safety and workplace
 National Environment Management Authority Act, Kenya 2004
 OSH act
 Equipment manuals
 Basic technical drawing complyingto ISO, ANSI & BS standards
 ISO 1101 Geometrical tolerance and where to use the norm
 Work Planning and documentation
 Measuring tools
 Hand tools
 Bench work
 Portable and bench drilling machines
 Lathe machine
 Grinding machine
 Inspection and quality control
 Preventive maintenance of machine tools
 Metal cutting technology
 Materials and metallurgy

 WIBA act (2007)
 Report writing
EVIDENCE GUIDE
1. Critical Assessment requires evidence that the learner:
Aspects of 1.1 Observed rules and procedures in the workshop
Competency 1.2 Interpreted technical drawing
1.3 Produced operation plan
1.4 Produced holes on a work piece
1.5 Threaded using taps and dies
1.6 Assembled metal parts
1.7 Surface finished work piece
1.8 Maintained tools and equipment
1.9 Did housekeeping before, during and after operations
2. Resource 2.1 Hand measuring tools
Implications 2.2 Hand marking tools
2.3 Hand tools
2.4 Inspection tools and equipment
2.5 Hand drilling machine
2.6 Bench Drilling machine
2.7 Lathe machine
2.8 Grinding machine
2.9 Milling machines
2.10 Punching tools
2.11 Work benches
Assessment 1.1 Observing the behaviour of the learner
1.2 Oral presentations
1.3 Inspection of written operation procedures
1.4 Inspection of finished product
1.5 Observing housekeeping of the work area and/or machine
tool
for assessment

APPLY ELECTRICAL AND ELECTRONICS PRINCIPLES
UNIT DESCRIPTION
apply a wide range of electrical and electronics principles skills in their work. It
involves of use the concept of basic electrical quantities, use the concepts of D.C and
A.C circuits in electrical installation, use of basic electrical machine, carrying out
power rectification in electrical systems, use of earthing in electrical installations, use
of electronic components.

These describe the key outcomes These are assessable statements which specify
which make up workplace the required level of performance for each of the
function. elements.
Range.
3.1.1 Use the concept of basic 1.1 Basic SI units in Electrical are identified
Electrical quantities according to specified procedures
1.2 Quantities of Charge, force, work and power
are identified according to specified
procedures
1.3 Calculations involving various electrical
quantities are performed according to
specified procedures
3.1.2 Use the concepts of D.C and 2.1 Perform calculations involving Ohm’s law
A.C circuits in electrical that is Current, Resistance and voltage
installations according to specified procedures
2.2 Calculations involving parallel and series
circuits are performed according to specified
procedures
2.3 Calculations involving DC and AC Network
theorems are performed. E.g. Kirchhoff’s
laws, Superposition, Thevinin’s, Norton’s
according to specified procedures
3 Use of basic electrical 3.1 Types of various electrical machines are
machine identified according to work specifications
3.2 Calculations involving single phase and three
phase AC and DC Motors are performed in
accordance to electrical guidelines

These describe the key outcomes These are assessable statements which specify
which make up workplace the required level of performance for each of the
function. elements.
Range.
3.3 Calculations involving single and three phase
AC and DC transformers are performed
according to electrical guidelines
3.4 Calculations involving single and three phase
generators are performed in accordance to
electrical guidelines
4 Carry out power rectification 4.1 Power rectification is performed using
in electrical systems various power rectification methods
according to prescribed rectification methods
4.2 Power smoothing is done according to
prescribed power smoothing methods
4.3 Power regulation is performed according to
selected power regulation methods
4.4 Power supply protection is carried out
according to prescribed power supply
protection methods
5 Use of earthing in electrical 5.1 Earthing types are identified in accordance to
installations Electric Power Act, 1997 standards
5.2 Earthing points on electrical installation are
identified according to work requirements
5.3 Calculation involved in determining the
earthing type is performed according to
prescribed work
5.4 Test on an earthing system is performed in
line with the Electric Power Act, 1997
standards
6. Apply lightning protection 6.1 Types of lightening strokes are identified
measures according to prescribed procedures
6.2 Components of lightening protection system
are identified according to Electric Power
Act, 1997 standards
6.3 Test to be carried out in lightening protection
system are established in accordance Electric
Power Act, 1997 standards
6.4 Application of lightening protection system is
determined in accordance to system
requirements

RANGE
performance.
Variable Range
1. SI unit 1.1 Power – Watts (W)
1.2 Current – Amperes (A)
1.3 Resistance – Ohms(Ω)
1.4 Voltage – Volts (V)
2. Quantities 2.1 Charge
2.2 Force
2.3 Work
2.4 Power
3. Power rectification methods 3.1 Half wave
3.2 Full wave
3.3 Full wave bridge
4. Power smoothing methods 4.1 Reservoir
4.2 Capacitor filter
4.3 R.C filter
4.4 Pie filter
5. Power supply protection 5.1 Circuits breakers
methods 5.2 Fuses
5.3 Switches

Required Skills
 Apply basic Electrical formulas
 Use of basic Electrical instruments
 Perform various unit conversions of Electrical quantities
 Electrical earthing
 Lightening arrestors
 Power factor correction
 logical thinking
 problem solving
 applying statistics

 drawing graphs
Required knowledge
 Electrical power calculations
 Various laws in Electrical engineering
 Electrical formulas
 Power triangle
 SI units of various electrical parameters
 Earthing testing
 Lightening arrestor testing
 Selecting the correct type of electrical machines for various uses
 Types and purpose of measuring instruments
 Units of measurement and abbreviations
EVIDENCE GUIDE
1 Critical aspects of Assessment requires evidence that the candidate:

Competency 1.1 Applied the correct SI units of Electrical quantities
1.2 Stated, Calculate and relates the quantities in Ohm’s law
1.3 Identified the components of an earthing system
1.4 Stated and apply various laws in Electrical system
1.5 Differentiated between AC and DC network
1.6 Applied correct formulas in the calculation of AC and DC
machines
1.7 Used power triangle in calculating power factor
1.8 Applied various methods in power factor correction
1.9 Identified types of lightening arrestors and their
applications
2.2 Measuring equipment
3.3 Written tests
Assessment workplace or
5. Guidance information Holistic assessment with other units relevant to the industry
for assessment sector, workplace and job role is recommended.

APPLY MATERIAL SCIENCE PRINCIPLES

Unit Description:
apply material science principles. It involves analyzing properties of engineering
materials, utilize engineering materials, performing heat treatment, material testing
and identifying corrosion and its prevention.

These describe the key required level of performance for each of the elements
outcomes which make up (Bold and italicized terms are elaborated in the
workplace function Range)
1. Analyse properties of 1.1 Type of engineering materials are identified as per
engineering materials prescribed procedures
1.2 Physical properties of engineering material are
determined according material specifications
1.3 Mechanical properties of engineering materials are
identified according to material specifications
1.4 Crystal structures of materials and their
characteristics are analysed according to material
specifications
2. Utilise engineering 2.1 Identify and select engineering material according

materials to production requirements.
2.2 Operation plan is developed according to
engineering drawing.
2.3 Appropriate machine is set up according to
manufacturer manual
2.4 Production parameters are set according to
production requirement
2.5 Production is performed according to work
requirements
3. Perform heat treatment 3.1 Safety practices are observed according to OSHA
2007
3.2 Heat treatment processes are identified according
to material specifications
3.3 Procedure in heat treatment processes is identified

3.4 Heat treatment of metals is performed according to
work requirements
4. Perform material 4.1 Safety is observed in material testing procedures
testing according to OSHA, 2007
4.2 Material testing methods are identified according to
work requirement
4.3 Procedure of material testing is followed as per
material testing method
4.4 Material testing results are tabulated, presented,
calculated and interpreted according to testing
results
4.5 Material testing equipment are maintained
according to manufacturer specifications.
5. Prevent material 5.1 Safety is observed during corrosion prevention
corrosion according to OSHA 2007
5.2 Corrosion types are identified according to work
requirements
5.3 Methods of corrosion prevention are identified
5.4 Corrosion is prevented as per the prescribed
corrosion prevention methods
RANGE
performance.
VARIABLE RANGE
Not limited to:
1.1 Density
1. Physical properties
1.2 Color
1.3 Texture
1.4 Melting point
1.5 Thermal conductivity
1.6 Electrical resistivity
1.7 Electro-magnetism
2.1 Ductility
2. Mechanical properties
2.2 Malleability
2.3 Elasticity

2.4 Toughness
2.5 Hardness
2.6 Brittleness
2.7 Plasticity
2.8 Strength
3.1 Compression test

3. Material testing methods
3.2 Hardness tests
3.3 Impact tests
3.4 Creep tests
3.5 Bending tests
3.6 Fatigue tests
3.7 Torsional tests
3.8 Sharing tests
4.1 Annealing
4. Heat treatment processes
4.2 Tempering
4.3 Normalizing
4.4 Hardening
4.5 Case hardening
5 Engineering materials 5.1 Metals
5.2 Metal alloys
5.3 Ceramics
5.4 Composites
5.5 Polymers
5.6 Plastics
5.7 Wood
6 Corrosion type 6.1 Galvanic
6.2 Stress corrosion cracking
7 Methods of corrosion prevention 7.1 Painting
7.2 Electroplating
7.3 Galvinizing
7.4 Cathodic
7.5 Chromizing
REQUIRED KNOWLEDGE AND SKILLS

The individual needs to demonstrate the following skills
Required Skills
 Measuring and marking
 Material testing
 Use of hand tools
 Inspection
 Testing
REQUIRED KNOWLEDGE AND UNDERSTANDING
The individual needs to demonstrate knowledge and understanding of:
 Occupational Health and Safety Act of Kenya laws 2007 with focus on
personal safety, machine safety and workplace
 National Environment Management Authority Act, Kenya 2004
 OSH ACT 2007
 Equipment manuals
 Mathematics & science
 Physics and mechanics
 Metallurgy and materials
 Inspection and testing
 WIBA ACT
 Report writing
EVIDENCE GUIDE
1. Critical Aspects Assessment requires evidence that the learner

of Competency 1.1 Observed safety as per work place procedures
1.2 Demonstrated understanding of physical, chemical and
mechanical properties of engineering materials
1.3 Utilized engineering materials
1.4 Performed heat treatment
1.5 Performed material testing
1.6 Demonstrated understanding of corrosion types and its
prevention
2. Resource 2.1 Testing materials
Implications 2.2 Measuring instruments
2.3 Inspection tools
3. Methods of Competency may be accessed through:

Assessment 3.1 The behaviour of the learner in the working environment
3.2 Inpection of finished product
3.3 Process analysis

5. Guidance Holistic assessment of other units relevant to the industry

information for sector, workplace and job role is recommended.
assessment

APPLY THERMODYNAMICS PRINCIPLES
UNIT DESCRIPTION
apply thermodynamics principles in their work. It includes understanding
fundamentals of thermodynamics, performing steady flow processes, performing non
steady flow processes, understanding perfect gases, generating steam, performing
thermodynamics reversibility and entropy, understanding idea gas cycle,
demonstrating fuel and combustion, perform heat transfer, understanding heat
exchangers, understanding air compressors, understanding gas turbines and
understanding of impulse steam turbines

outcomes which make up required level of performance for each of the elements.
workplace function. Bold and italicized terms are elaborated in the Range.
1. Understand 1.1 Terms used in thermodynamics are described
fundamentals of according to prescribed guidelines
thermodynamics 1.2 Thermodynamics processes and cycles are described
according to prescribed guidelines
1.3 First law of thermodynamics is applied in accordance
to prescribed guidelines
2. Perform compressed 2.1 Operation principles of air compressors are studied
air cycles according to manufacture specification
2.2 Types of air compressors are identified according to
manufacturer’s specifications
2.3 Work inputs, compressor clearances and varying
outputs are calculated according to compressor types
2.4 Multi-staging and intercooling of air compressors is
performed according to manufacturer’s specifications
2.5 compressed air engines are studied according to
manufacturer specifications
3. Understand steam 3.1 Rankine cycle is studied according to
cycles thermodynamics principles
3.2 Reheat cycle is studied according to thermodynamics
principles
3.3 Stream generation is performed according to user
specification
3.4 Steam cycle efficiencies are determined according to

outcomes which make up required level of performance for each of the elements.
workplace function. Bold and italicized terms are elaborated in the Range.
thermodynamic principles
4. Understand steam 4.1 Reciprocating engine principles are studied according
engines to manufacturer specifications
4.2 Valves and timing methods are studied according to
user specifications
4.3 Power calculations are performed according to
4.4 Ideal thermal and mechanical efficiency are calculated
according to thermodynamic principles
4.5 Indicated and brake power are determined according
to thermodynamic principles
5. Understand steam 5.1 Reaction, impulse and staging is performed
turbines according to manufacture specifications
5.2 Velocity calculations are performed according to
5.3 Turbine design considerations are determined
according to user specification
5.4 Ideal, thermal and mechanical efficiencies are
calculated according to thermodynamic principles
5.5 Condensing arrangements are performed according
to user specifications
6. Perform 6.1 Reversed Carnot cycle is studied according to
refrigeration thermodynamics principles
6.2 Cycle analysis is performed according to
6.3 Heat pumps are studied according to manufacturer
specifications
6.4 Absorption refrigeration systems are studied
according to manufacturers specifications
6.5 Steam jet refrigeration systems are studied according
RANGE
performance.
Variable Range
1. Types of air compressors 1.1 Reciprocating
1.2 Rotary
1.3 Piston

Required Skills
 Apply basic mechanical formulas
 Use of basic mechanical machines
 Perform various unit conversions of mechanical quantities
 Basic mechanical systems design
 Mechanical machine operation
 Problem solving
 Drawing graphs
Required knowledge
 Newton’s law
 Levers
 Gear trains
 Laws of conservation of energy
 Laws of friction
 Type of forces
 Thermodynamics
 Calculation of fluid pressure and flow rate
 Mechanical advantage and efficiency calculations
 Gas laws
 SI units of mechanical energy.
 Power transmission systems
 Parameters of fluid system
 Operation of mechanical machines
 Mechanical calculation of power, energy, work done, torque and safety factor
 Units of measurement, conversions and abbreviations
EVIDENCE GUIDE
Competency 1.1 Identified Principles of mechanical science
1.2 Performed mechanical calculations of a system
1.3 Identified types of forces on a system
1.4 Calculated resultant forces on plane framework
1.5 Identified application of forces on the production flow
1.6 Tested mechanical properties of a materials
1.7 Identified tools and equipment for measuring system parameters
1.8 Recorded and interpreted measured parameters.
1.9 Operated Power transmission systems
6.2 Measuring tools and equipment
6.3 Sample materials to be tested
7.3 Case studies
7.4 Written tests
8. Context of Assessment Competency may be assessed individually in the actual workplace or
9. Guidance information Holistic assessment with other units relevant to the industry sector,
for assessment workplace and job role is recommended.

APPLY FLUID MECHANICS PRINCIPLES
UNIT DESCRIPTION
apply a wide range of fluid mechanics principles in their work. It includes
understanding flow of fluids, demonstrating knowledge in viscous flow, performing
dimensional analysis and operating fluid pumps

These describe the key These are assessable statements which specify the required
outcomes which make level of performance for each of the elements.
up workplace function. Bold and italicized terms are elaborated in the Range.
1. Understand flow of 1.1 Flow rate in pipes is measured according to work
fluids requirements
1.2 Losses in pipes are determined according to work
requirements
1.3 Causes of losses in pipes are determined according to
work requirements
1.4 Flow losses equations are applied in problem solving
according to prescribed fluid principles
2. Demonstrate 2.1 Viscous flow between parallel surfaces are explained
knowledge in according to prescribed fluid principles
viscous flow 2.2 Viscous flow equations between parallel surfaces are
derived and applied according to prescribed fluid
principles
2.3 Viscous flow equations in circular pipes are derived and
applied in problem solving according to prescribed fluid
principles
3. Perform 3.1 Dimensional analysis is explained according to
dimensional prescribed fluid principles
analysis 3.2 Principle of dimensional homogeneity is explained
3.3 Fundamental dimensions are stated according to
prescribed fluid principles
3.4 Dimensional units are defined according to prescribed
fluid principles
3.5 Physical quantities are identified according to
3.6 Dimensional analysis is applied in problem solving

These describe the key These are assessable statements which specify the required
outcomes which make level of performance for each of the elements.
up workplace function. Bold and italicized terms are elaborated in the Range.
4. Operate fluid 4.1 Principle of operation of pumps is described according
pumps to prescribed fluid principles
4.2 Reciprocating pump equation is derived according to
4.3 Centrifugal pump equation is derived according to
4.4 Pump equations are applied in problem solving
RANGE
performance.
Variable Range
1. Causes of losses 1.1 Friction
1.2 Enlargement/reduction in cross-sectional
areas
2. Physical quantities 2.1 Mass
2.2 Force
2.3 Density
2.4 Velocity
2.5 Acceleration
3. Principle of operation 3.1 Reciprocating
3.2 Centrifugal

Required Skills
 Apply basic mechanical formulas
 Use of basic mechanical machines
 Perform various unit conversions of mechanical quantities
 Basic mechanical systems design
 Mechanical machine operation
 Problem solving
 Drawing graphs
Required knowledge
 Newton’s law
 Levers
 Gear trains
 Laws of conservation of energy
 Laws of friction
 Type of forces
 Thermodynamics
 Calculation of fluid pressure and flow rate
 Mechanical advantage and efficiency calculations
 Gas laws
 SI units of mechanical energy.
 Power transmission systems
 Parameters of fluid system
 Operation of mechanical machines
 Mechanical calculation of power, energy, work done, torque and safety factor
 Units of measurement, conversions and abbreviations
EVIDENCE GUIDE

Competency 1.1 Identified Principles of mechanical science
1.2 Performed mechanical calculations of a system
1.3 Identified types of forces on a system
1.4 Calculated resultant forces on plane framework
1.5 Identified application of forces on the production flow
1.6 Tested mechanical properties of a materials
1.7 Identified tools and equipment for measuring system
parameters
1.8 Recorded and interpreted measured parameters.
1.9 Operated Power transmission systems
2 Resource The following resources should be provided:
Implications 2.1 Access to relevant workplace or appropriately
simulated environment where assessment can take
place
2.2 Measuring tools and equipment
2.3 Sample materials to be tested
3 Methods of Competency in this unit may be assessed through:
3.3 Case studies
3.4 Written tests
4 Context of Assessment Competency may be assessed individually in the actual
workplace or
5 Guidance information Holistic assessment with other units relevant to the industry
for assessment sector, workplace and job role is recommended.

CORE UNITS OF COMPETENCY

DESIGN ELECTRO-MECHANICAL SYSTEMS
UNIT CODE: ENG/OS/MC/CR/01/6
Unit description
This unit describes the competencies required by a technician in order to design
electro-mechanical systems. It involves observing occupational health and safety,
identifying problem and assessing sites, developing multiple model solutions to
existing problems, simulating developed models, identifying and selecting product
design materials, documenting design work and monitoring and evaluating design
performance.

ELEMENT
(Bold and italicized terms are elaborated in the Range)
1. Observe occupational 1.1 Personal protective equipment (PPE) are used
health and safety according to OSHA 2007
1.2 Tools and equipment are stored and maintained
correctly according to manufacturer’s specifications
1.3 Tools and equipment are used correctly according to
designated purpose
1.4 Workspace housekeeping is maintained according to
Standard operating procedures (SOPs)
1.5 Workplace is planned according to design
specifications.
2. Identify problem and 2.1 Problem is defined according to user needs

assess site 2.2 Problem is broken down into attainable tasks
according to the magnitude of the problem
2.3 Site visit authorization is obtained according to
organization policy
2.4 Site specifications are obtained using the right tools
and equipment
2.5 Site specifications are documented according to
SOPs.
3. Develop multiple model 3.1 Existing solutions are examined as per the existing
solutions to existing problem
problem 3.2 Multiple ideas are generated according to problem
specifications
3.3 Pertinent information is gathered according to ideas
developed
3.4 Gathered information is analysed according to SOPs
3.5 Best working solution model is selected according to
analysed data
3.6 Document selected model solution according to
SOPs
4. Simulate developed model 4.1 Modelling requirements are obtained according to

the requirement.
4.2 Model is developed according to design
requirements
4.3 Developed model is simulated/tested according to
design requirements
4.4 Data is collected and documented according to SOPs
4.5 Model is redesigned according to user needs.
5. Identify and select product 5.1 Individual product components are identified
design materials according to design specifications
5.2 Materials needed for the individual components are
identified according to design specifications
5.3 Material specification is documented according to
product design
6. Document design work 6.1 Technical report is developed according to the

product design
6.2 Operation and maintenance manual is developed
according to product design
6.3 The product design is patented according to
Industrial Property Act,2001
7. Monitor and evaluate 7.1 Feedback is gathered according to product

design performance performance
7.2 Product performance is evaluated according to
gathered data
7.3 Report is generated according to product
performance
RANGE
performance.
Variable Range
1. Personal protective  Goggles
equipment  Ear muff
 Safety mask
 Helmets/head gear
 Safety boots
 Gloves
 Overall/dust coat
2. Tools and equipment  Hand tools

 Power tools
 Machines

Variable Range
3. Pertinent information  Functionality
 Failure trends
 Mechanical strength analysis
 Ergonomics
 Software needs
 Legal regulations
4. Modelling requirements  Software

 Materials
 Tools
 Workspace
5. Technical report  Data sheet

 Design drawings
 Design calculations
 Power specifications
 Variables and constants
 Notes
REQUIRED KNOWLEDGE
 Electrical circuit design

 Mechanical structural design
 Computer Aided Design
 Mechatronic programming
 Technical report writing
 PPE
 Data analysis
 Interpretation of technical drawings
 Simulation
 Documentation
 Types of tools and equipment
 Properties of materials
 Electrical and mechanical machine drives
REQUIRED SKILLS
The individual needs to demonstrate skills in:
 Design of mechatronic systems

 Communication skills
 Problem solving
 Model development
 Creativity and innovation
 Data collection and analysis
 Use of tools and equipment
 Technical presentation
 Technical drawing
EVIDENCE GUIDE
This provides advice on assessment and must be in conjunction with the performance
1. Critical Aspects 1.1 Observed occupational health and safety
of Competency. 1.2 Identified design problem and did site assessment
1.3 Developed multiple model solutions to identified problem
1.4 Simulated developed model
1.5 Identified and selected product design materials
1.6 Documented design work
1.7 Monitored and evaluated design performance
2. Resource 2.1 Computers

Implications. 2.2 Software
2.3 Projectors
2.4 Whiteboards
2.5 Tools and equipment
2.6 Whiteboard markers

Assessment. 3.1 Practical
3.2 Observation
3.3 Questionnaire
3.4 Case studies
3.5 Written examinations
3.6 Oral presentation
4. Context of 4.1 Competency may be assessed individually in an actual

Assessment. workplace or in work-simulated conditions within
accredited institutions.
5. Guidance 5.1 This unit may be assessed on an integrated basis with others
information for within this occupational sector.
assessment.

INSTALL MECHATRONIC SYSTEMS
Unit description
This unit covers the competencies required to install mechatronic systems. It involves
competencies to install system wiring, install electrical devices install piping system,
install mechanical system, install electronics equipment system, install sensing
devices in system, integrate mechatronic system in system and test and Commission
mechatronic system
Range)
1. Install system wiring 1.1 Circuit diagram is designed according to
engineering and user specifications
1.2 Wiring Materials are identified according to the
circuit diagram specifications
1.3 Tools and equipment are identified according to
the job requirement
1.4 Wiring materials are laid out according to the
circuit diagram
1.5 Mechanical units of wiring are installed according
to prescribed method of installation
1.6 Electrical system is installed according to circuit
diagrams design and user requirement
1.7 Electrical wiring is tested and commissioned for
desired operation according design specifications
2. Install electrical 2.1 Installation manuals are obtained for system

devices installation according to SOPs
2.2 Work permit is obtained for commencement of
system installation according to organization policy
2.3 Individual electrical equipment parts in the
mechatronic system are tested according the
prescribed functionality
2.4 Electrical equipment is installed in the Mechatronic
system according to the required method of
equipment induction
2.5 Documentation of test results is done according to
system requirement
3. Install piping system 3.1 Piping diagram is designed according to user

specifications
3.2 Piping materials are inspected according to
specifications
3.3 Piping tools and equipment are identified

according to the system requirement
3.4 Piping system is installed for mechatronic system
according to user specifications
3.5 Piping system is inspected and tested according to
system functionality
4. Install mechanical 4.1 Floor level is checked according to the system

system specifications
4.2 Working diagram is developed according user
specifications
4.3 Foundations of the mechanical equipment structure
is laid according to working diagram
4.4 Mechanical equipment and structure is identified
and inducted according to system specification
4.5 Mechanical machines/equipment are installed
according to the user manual
4.6 Mechanical systems are inspected, tested and
commissioned according to the desired
functionality
5. Install electronics 5.4 Electronic equipment in mechatronic is installed

equipment system according to prescribed method of operation
5.5 A.C and D.C drives are installed in mechatronic
systems according to installation manual
5.6 Digital displays and indicators are identified and
installed according to prescribed mode of
installation
5.7 Monitoring and control systems are installed
according to installation manuals
5.8 Electronic equipment is tested according to system
6. Install sensing devices 6.1functionality
Installation manuals are obtained for system
in system installation
6.2 Tools and equipment are identified according to job
specifications
6.3 Sensors are identified according to system
functionality
6.4 Sensors are installed in Mechatronic system
according to recommended mode of installation
6.5 Calibration equipment in the mechatronic system
are installed according to the prescribed mode of
installation
6.6 Sensors are tested according to system functionality
7. Integrate mechatronic 7.1 Individual components of mechatronic system are

system inspected according to system functionality
7.2 Appropriate tools and equipment for the system
assembly mechatronic system are identified
7.3 Individual components are assembled to form a
mechatronic system according to functionality of

the system
8. Test and Commission 8.1 Relevant testing tools and equipment are identified
mechatronic system according to system manuals
8.2 Mechatronic system is tested according to system
functionality specifications
8.3 Calibration of parameters is done to achieve the
desired results
8.4 Documentation of the system is done according to
8.5 Commissioning of the mechatronic system is done
as per the system manuals
RANGE
performance.
Variable Range
1. Wiring Materials  Cables
 Sockets
 Circuit breakers
 Distribution boards
 Consumer units
 TPN
 Cut outs
 Switches
 Capacitor Banks
 Transformers
 Batteries

 Power tools
 Machines
3. Mechanical units of  Junction boxes

wiring  Conduits
 Meter board
4. Electrical equipment  Sensors

parts  Actuators
5. Piping tools and  Pipe wrenches

Variable Range
equipment  Adjustable spanners
 Masonry fit
REQUIRED KNOWLEDGE

 Data analysis and interpretation
 Documentation
 Pipe work
 Testing and inspection
 Sensors and transducers
REQUIRED SKILLS
 Design of mechatronic systems

 Problem solving
 Pipe work
 Installation and fabrication
EVIDENCE GUIDE
1. Critical Aspects 1.1 Installed system wiring
of Competency. 1.2 Installed electrical devices
1.3 Installed piping system
1.4 Installed mechanical system
1.5 Installed electronics equipment system
1.6 Installed sensing devices in system
1.7 Integrated mechatronic system in system

1.8 Tested and Commissioned mechatronic system

2.3 Projectors
2.4 Markers
2.5 Whiteboards

3.2 Observation
3.3 Questionnaire
3.4 Case studies
4. Context of 4.1 Competency may be assessed individually in an actual

assessment.

MAINTAIN ELECTRO-MECHANICAL SYSTEMS
Unit description
This unit describes the competencies required by a technician in order to maintain
electro-mechanical systems. It involves observing occupational health and safety,
troubleshooting electro-mechanical faults, servicing and/or repairing electrical and
mechanical system faults, testing electro-mechanical systems, scheduling
maintenance of electro-mechanical systems.

ELEMENT
correctly according to manufacturer’s specifications
1.3 Tools and equipment are used correctly according
to designated purpose
1.4 Workspace housekeeping is maintained according
to Standard operating procedures (SOPs)
specifications.
1.6 Safety signs are placed and observed according to
OSHA 2007
2. Troubleshoot electro- 2.1 Proper authorization is obtained according to

mechanical faults statutory policy
2.2 Circuit diagram is interpreted according to system
manual
2.3 Tools and equipment are identified according to
machine manual requirement
2.4 Electro-mechanical fault is identified according to
recommended steps/procedures in the service
manual
3. Service and/or repair 3.1 Tools and equipment are operated correctly
electrical system according to manufacturer specifications.
3.2 Electrical system is serviced according
manufacturer specifications.
3.3 Faulty devices are detached from the system
according to necessary safety procedures
3.4 Faulty devices are repaired/replaced according to
the service manual and specifications
3.5 Electrical faults and/or repairs are documented
according to SOPs
4. Service and/or repair 4.1 Tools and equipment are operated correctly

mechanical system according to manufacturer specifications
faults 4.2 Mechanical system is serviced according
manufacturer specifications.
4.3 Faulty devices are detached from the system
according to necessary safety procedures
4.4 Faulty devices are repaired/replaced according to
the service manual and specifications
4.5 Mechanical faults and/or repairs are documented
according to SOPs
5. Test electro- 5.1 Termination/insulation of electrical wiring contacts

mechanical system are verified according to IEEE standards.
5.2 Validation of mechanical linkages and joints are
done according to service manual
5.3 Electro-mechanical system is tested to confirm its
proper operation according to manufacturer
specifications
5.4 Test results are documented according to SOPs
6. Schedule maintenance 6.1 Normal service schedule is determined according to

of electro-mechanical manufacturer specifications
system 6.2 New service schedule is developed after breakdown
repairs according to operational specifications
6.3 Maintenance schedule is documented according to
SOPs
RANGE
performance.
Variable Range
1. Personal protective  Goggles
equipment  Ear muff
 Safety mask
 Helmets/head gear
 Safety boots
 Gloves
 Overall/dust coat

 Power tools
 Machines
3. Faulty devices  Sensors

 Motor drives
 Gears
 Pulleys

Variable Range
 Bearings
 Drive shafts
 Instruments
 Electrical wiring
 Mechanical linkages
 Belts and chains
REQUIRED KNOWLEDGE
 PPE
 Documentation
 Machine operation
 Types of maintenance
 Circuit interpretation
 Scheduling/planning for maintenance
REQUIRED SKILLS
 Problem solving
 Service and repair of system components
 Fault diagnosis
 Interpretation of circuit
 Basics on electrical circuits
 Basics on mechanical installation
 Use of test and measuring instruments
 Planning
 Organisation
EVIDENCE GUIDE
1. Critical Aspects 1.1 Place and observe safety signs
of Competency. 1.2 Identified electro-mechanical faults
1.3 Serviced and/or repaired electrical system faults
1.4 Serviced and/or repaired mechanical system faults
1.5 Tested electro-mechanical system after service/repair
1.6 Scheduled maintenance of electro-mechanical systems

2.3 Whiteboards
2.6 Manuals

3.2 Observation
3.3 Questionnaire
3.4 Case studies
4. Context of 4.1 Competency may be assessed individually in an

Assessment. actual workplace or in work-simulated conditions
within accredited institutions.
assessment.

PERFORM MECHATRONIC SYSTEMS INSTRUMENTATION
AND CONTROL
Unit description
This unit covers the competencies required to install mechatronic systems. It involves
competencies; observe occupational health and safety, design a control system,
document the control system design and specifications, install mechatronic
instrumentation and control system, analyze instrumentation and control data and
service and/or repair system faults

Range)
correctly according to manufacturer’s
specifications
1.3 Tools and equipment are used correctly according
to designated purpose
1.4 Workspace housekeeping is maintained according
to Standard operating procedures (SOPs)
specifications.
2. Design a control system 2.1 Mechatronic system to be controlled problem is

defined according to user needs
2.2 User manuals for the mechatronics systems are
obtained and studied for system functionality
2.3 Circuit diagrams for the control system are
modelled according to the functionality of the
mechatronic systems
2.4 Resulting models are analysed and their
properties determined according to system
functionality
2.5 Control variables (outputs) to be controlled are
decided according to the prescribed mechatronic
2.6 Measurement and manipulated variables are
selected according to system functionality
2.7 Controller type and its configuration to be is
selected according to the system performance
2.8 Controller is designed according to the system
specifications
2.9 Controller components and their specifications

are selected, acquired and inspected according to
the prescribed system functionality
2.10 Tools and equipment are selected according to
the control system circuit diagram
2.11 Mechatronic system is analysed to test
compatibility with the designed controller
according to system specifications
2.12 Controlled mechatronic system is simulated
2.13 Hardware and software are selected and
controller implemented according to prescribed
system specification
2.14 Testing and validation of the control system is
done and tuning done according system
specification.
3. Document the control 3.1 Technical report is developed according to the

system design and control system design and specifications.
specifications 3.2 Operation and maintenance manual is developed
according to control system design and
specifications
3.3 The control system design is patented according
to Industrial Property Act,2001
4. Install mechatronic 4.1 Existing mechatronic system manuals are

instrumentation and obtained from the user and studied for the system
control system performance
4.2 Safety and precaution measures are observed
according OSHA
4.3 Tools and equipment are selected according
4.4 Interfacing of the controller and the mechatronic
system is done according to prescribed system
performance
4.5 System performance is studied, monitored, tested
an evaluated according to prescribed system
specification
4.6 Calibration of the system is done according to
the system functionality
4.7 Documentation is done for future reference and
use
4.8 System is commissioned for use according to the
5. Analyse instrumentation 5.1 Data to be analysed is decided according to the

and control data inputs and the outputs of the controller and the
mechatronic system performance
5.2 Methods of data collection is selected according
system performance
5.3 Data from the system is collected according to
system performance
5.4 Documentation of the collected data is done
according to the system performance
5.5 Data is interpreted and analysed according to the
system performance
5.6 Interpreted and analysed data is documented for
future use
6. Service and/or repair 6.1 Installation manuals are obtained from the user
system faults and analysed for functionality of the system
6.2 Safety and precaution measures are observed
according OSHA.
6.3 Tools and equipment are selected according to
installation and service manuals
6.4 System testing is done for comparison with the
manufacturer’s specifications and system
functionality.
6.5 Fault diagnosis is done according to service
manuals instructions
6.6 Faulty units removed and replaced with new
ones and moving parts lubricated according to
the system performance
6.7 System is tested against the required
specifications
6.8 Scheduling of the next service is done according
to SOPs
6.9 Documentation is done for future use and
reference
RANGE
performance.
Variable Range
 Power tools
 Machines
2. PPEs  Overall/dust coats

 Helmets
 Nose masks
 Ear muffs
 Safety boots
3. Controller components  PLC

 Contactors
 Relays

Variable Range
 Displays
 Keyboards and keypads
 Control Buttons/switches
4. Data  Power
 Temperature data
 Pressure data
 Current and voltage
 Frequency
 Heat
5. Methods of data  Observation

collection  Experiments
 Questionnaires
REQUIRED KNOWLEDGE

 Documentation
 Robotics and automated processes
 Hydraulics and pneumatics systems
 Service and maintenance of mechatronics processes
 Control and instrumentation
 Integration of control to mechatronic system
REQUIRED SKILLS
 Problem solving
 Interpretation of installation manuals
 Integration of robotics and automated processes
 Service and maintenance
 Control and instrumentation interfacing
EVIDENCE GUIDE
1 Critical Aspects 1.1 Observed occupational health and safety
of Competency. 1.2 Designed a control system
1.3 Documented the control system design and specifications
1.4 Installed mechatronic instrumentation and control system
1.5 Analysed instrumentation and control data
1.6 Serviced and/or repaired system faults
2 Resource 2.1 Computers

2.3 Projectors
2.4 Markers
2.5 Whiteboards
3 Methods of Competency may be assessed through:

3.2 Observation
3.3 Questionnaire
3.4 Case studies
4 Context of 4.1 Competency may be assessed individually in an actual

5 Guidance 5.1 This unit may be assessed on an integrated basis with others
assessment.

CARRY OUT MECHATRONIC PROGRAMMING
Unit description
This unit describes the competencies required by a technician in order to carry out
mechatronic programming. It involves identifying mechatronic programming
languages used in machines, developing and customizing a mechatronic program,
testing and configuring a mechatronic program, interfacing a mechatronic program
with system and maintain mechatronic program.

ELEMENT
1. Identify mechatronic 1.1 System manual is analysed according to
programming languages manufacturer specifications
used in machine 1.2 System software and hardware interface is
established according to system specifications
1.3 System programmable hardware in use are identified
1.4 System software requirements are identified
according to programmable hardware in use
2. Develop and customize a 2.1 Correct software is obtained according to the system
mechatronic program requirements
2.2 Flow chart of activities is developed according to the
task requirements
2.3 Peripheral devices to be used are identified
according to software operational requirements
2.4 Inputs and outputs of peripheral devices are verified
according system manual and program flow charts
2.5 Mechatronic program is generated and customized
according to system requirements
2.6 Mechatronic program is run offline according to
3. Interface mechatronic 3.1 Correct wiring of peripheral devices is verified

program with system according to system manual
3.2 Software and hardware is installed according to
system requirements
3.3 Peripheral devices are installed according system
specifications
3.4 Mechatronic program is networked with the system
according to system requirements
3.5 Mechatronic program and interface is documented
according to SOPs
4. Test and configure 4.1 Mechatronic program is configured according to

mechatronic program peripheral device inputs and outputs requirements
4.2 Mechatronic program is run online and tested for
errors according to system requirements
4.3 Mechatronic program is debugged in the event of
errors according system output
5. Maintain mechatronic 5.1 Faults are diagnosed in the mechatronic program

program according to system manual
5.2 Faults in peripheral devices are diagnosed according
to system manual
5.3 Mechatronic program is maintained according to
5.4 Peripheral devices are maintained according system
specifications
5.5 Maintenance is scheduled according to manufacturer
specifications
RANGE
performance.
Variable Range
1. Peripheral devices  Sensors
 Actuators
 Instruments
 Integrated circuits
 Controllers
2. Mechatronic program  PLC

 SCADA
 MATLAB
REQUIRED KNOWLEDGE
 Mechatronic software
 Networking
 Documentation
 Logic
 Algorithms and data structures
 Programming languages
 Scientific methods

REQUIRED SKILLS
 Coding
 Programming languages
 Problem solving
 Service and repair of system components
 Fault diagnosis
 Attention to details
EVIDENCE GUIDE
1. Critical Aspects 1.1 Identified mechatronic programming languages used in the
of Competency. machines
1.2 Developed and customized mechatronic programs
1.3 Tested and configured mechatronic programs
1.4 Interfaced mechatronic programs with systems in use
1.5 Maintained mechatronic programs

2.3 Whiteboards
2.5 Manuals
2.6 Controllers (PLCs etc.)

3.2 Observation
3.3 Questionnaire
3.4 Case studies

assessment.

OPERATE MECHATRONIC SYSTEMS
Unit description
This unit covers the competencies required to operate mechatronic systems. It
involves observing occupational health and safety, interpreting installation manuals,
installing mechatronic systems, integrating mechatronic systems, testing and
commissioning mechatronic system and servicing and maintaining mechatronic
system faults

ELEMENT
1. Observe occupational 1.1 Personal protective equipment (PPE) are used according
health and safety to OSHA 2007
1.2 Tools and equipment are stored and maintained correctly
according to manufacturer’s specifications
1.3 Tools and equipment are used correctly according to
designated purpose
1.4 Workspace housekeeping is maintained according to
Standard operating procedures (SOPs)
1.5 Workplace is planned according to design specifications.
2. Interpret installation 2.1 Installation manuals are obtained from the user
manuals according to equipment specifications
2.2 Manuals are studied and analysed according to the
components functionality
2.3 Manuals are stored for future use and references
3. Install mechatronic 3.1 Mechatronic systems components are identified

systems according to the installation manuals and user
specifications
3.2 Components are inspected according to the prescribed
systems specifications
3.3 Tools and equipment are selected according to the
installation manuals
3.4 Mechatronic system components are assembled
together according to installation manuals
3.5 Mechatronic systems are connected to the required
power supply according the component power
specifications and manuals
3.6 Control systems are interfaced to the system
according to user specifications and installation
manuals
3.7 System programming is done according to
functionality of the system
3.8 Program is uploaded to the mechatronic system
according to prescribed functionality
3.9 Inspection of the assembled system is done as per
installation manuals and system functionality
3.10 Assembled components are tested according to the
3.11 Documentation is done according to the obtained end
results
3.12 Program is debugged and tested according to the
3.13 Mechatronic system is operationalized according to
the user specification
4. Integrate mechatronic 4.1 Manuals for the existing system are obtained from the
systems user
4.2 Safety and precaution measures are observed according
OSHA
4.3 Existing system is studied and analysed according to its
4.4 Appropriate tools and equipment are selected according
to the installation manuals
4.5 Existing and the new system are tested for compatibility
according to the user specification
4.6 New system and the existing system are interfaced
together according to the user specification and system
functionality
4.7 Interfaced system is calibrated according to the system
functionality
4.8 Documentation of the results is done for future reference
5. Test and Commission 5.1 Interfaced system is tested for functionality according to
mechatronic system system specifications
5.2 Monitoring, evaluation and assessment of the system
performance is done according to the system
functionality
5.3 System commissioning is done according to the
prescribed user specifications
6. Service and maintain 6.

mechatronic system 6.1 Safety and precaution measures are observed
faults according OSHA.
6.2 Installation manuals are obtained from the user and
analysed for functionality of the system
6.3 Tools and equipment are obtained according the
manual specifications
6.4 System testing is done for comparison with the
manufacturer’s specifications and system
functionality.
6.5 Fault diagnosis is done according to service manuals

instructions
6.6 Faulty units removed and replaced with new ones
considering their compatibility with the system
6.7 System is tested against the required specifications
6.8 Documentation is done for future use according to
user specifications
RANGE
performance.
Variable Range
 Power tools
 Machines
2. Mechatronic systems  Robots

 Pneumatics systems
 Hydraulic systems
 Generators
 Safety equipment
3. Installation manuals  Electrical and electronic components manuals

 Mechanical components manuals
 Pneumatics manuals
 Hydraulic manuals
 Programming manuals
 Servicing and troubleshooting manuals
REQUIRED KNOWLEDGE

 Documentation
 Robotics and automated processes
 Hydraulics and pneumatics systems
 Service and maintenance of mechatronics processes
 Control and instrumentation
 Interfacing of mechatronics components
 Integration of mechatronics components
REQUIRED SKILLS
 Problem solving
 Interpretation of installation manuals
 Integration of robotics and automated processes
 Service and maintenance
EVIDENCE GUIDE
1 Critical Aspects 1.1 Observed occupational health and safety
of Competency. 1.2 Interpreted installation manuals
1.3 Installed mechatronic systems
1.4 Integrated mechatronic systems
1.5 Tested and Commissioned mechatronic system
1.6 Serviced and maintained mechatronic system faults
2 Resource 2.1 Computers

2.3 Projectors
2.4 Markers
2.5 Whiteboards
3 Methods of Competency may be assessed through:

3.2 Observation
3.3 Questionnaire
3.4 Case studies

4 Context of 4.1 Competency may be assessed individually in an actual

5 Guidance 5.1 This unit may be assessed on an integrated basis with others
assessment.

MANAGE MECHATRONIC PROJECTS
Unit description
This unit describes the competencies required by a technician in order to manage
mechatronic projects. It involves selecting and planning mechatronic project
technology, coordinating activities for mechatronic projects, coordinating personnel
for mechatronic projects, analyzing and documenting mechatronic project activities
and managing quality control of mechatronic projects.

ELEMENT
1. Select and plan 1.1 Initial task of mechatronic project and document is
mechatronic projects inspected and analysed according to project needs
1.2 Appropriate technology and technical resources are
selected according to project necessity
1.3 Project risk analysis and possible modifications are
made according project needs
1.4 Project negotiations are initiated and effected
according to client needs
2. Coordinate activities for 2.1 Action plan and project phases is prepared
mechatronic projects according to project specifications
2.2 Tasks and responsibilities are delegated according
to project specifications
2.3 Tools, equipment and materials are delivered and
stored according project requirements
2.4 Track is done to ensure project conformity
according to project requirements
3. Coordinate personnel for 3.1 Personnel on mechatronic projects are supervised

mechatronic projects according to project activities
3.2 Mechatronic duties are delegated according to
project requirements
3.3 Personnel are hired according to project
requirements
3.4 Staff members on mechatronic projects are
appraised according to work performance
3.5 Personnel project roster is maintained according to
project requirements
4. Analyze and documents 4.1 Project related activities are analysed according to
mechatronic project SOPs
activities 4.2 Project activities are documented according to
project analysis
4.3 Project documentation is managed according SOPs

4.4 Project reports are prepared according to project
requirements
5. Manage quality control of 5.1 Appropriate tools are used to manage quality
mechatronic projects according to set standards
5.2 Continuous work quality assessment is carried out
according to project specifications
5.3 Work is done according to set standards
5.4 Multi stage control points are developed according
to project requirements
RANGE
performance.
Variable Range
1. Project conformity  Project budget
 Project quality
 Project schedule

 Power tools
 Machines
3. Project related activities  Risk prevention and management

 Quality assurance
 Time management
 Performance improvement
4. Project documentation  Receipts

 LPOs
 Delivery notes
 Work schedule
 Working time records
 Certificates and permits
5. Set standards  ISO

 KEBS
 BS
 API
 IEEE
REQUIRED KNOWLEDGE

 Project management
 Documentation
 Resource allocation
 Quality control and assurance
 Measurement and instrumentation
 Risk assessment
 Standard units used in fluids
REQUIRED SKILLS
 Measurements
 Equipment inspection and testing
 Problem solving
 Documentation
 Management
 Project development
 Attention to details
EVIDENCE GUIDE
1. Critical Aspects 1.1 Selected and planned mechatronic project technology
of Competency. 1.2 Coordinated activities for mechatronic projects
1.3 Coordinated personnel for mechatronic projects
1.4 Analyzed and documented mechatronic project activities
1.5 Managed quality control of mechatronic projects

Implications. 2.2 Whiteboards
2.4 Manuals
2.5 Manila papers
2.6 Drawing and design software

3.2 Observation
3.3 Questionnaire
3.4 Case studies

assessment.

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THE REPUBLIC OF KENYA

NATIONAL OCCUPATIONAL STANDARDS

All rights reserved. No part of these occupational standards may be reproduced,

©TVET CDACC 2018 i

The provision of quality education and training is fundamental to the Government’s

This policy document requires that training in TVET be competency based,

Occupational Standards were developed for the purpose of developing a competency-

PRINCIPAL SECRETARY, VOCATIONAL AND TECHNICAL TRAINING

©TVET CDACC 2018 ii

The TVET Curriculum Development, Assessment and Certification Council (TVET

I am grateful to the Council Members, Council Secretariat, Mechatronic SSAC, expert

Prof. CHARLES M. M. ONDIEKI, PhD, FIET (K), Con. EngTech.

©TVET CDACC 2018 iii

PREFACE .............................................................................................................................. iii

KEY TO UNIT CODE ............................................................................................................ vi

BASIC UNITS OF COMPETENCY ....................................................................................... 1

DEMONSTRATE COMMUNICATION SKILLS .............................................................................. 2

PREPARE AND INTERPRET TECHNICAL DRAWINGS ............................................................ 42

DESIGN ELECTRO-MECHANICAL SYSTEMS ........................................................................... 77

©TVET CDACC 2018 iv

TVET: Technical and Vocational Education and Training

©TVET CDACC 2018 v

HO /OS /HP /BC /01/ 6/ A

©TVET CDACC 2018 vi

BASIC UNITS OF COMPETENCY

ENG/OS/MC/BC/01/6 Demonstrate communication skills

©TVET CDACC 2018 vii

©TVET CDACC 2018 1

UNIT CODE: ENG/OS/MC/BC/01/6

ELEMENTS AND PERFORMANCE CRITERIA

ELEMENT PERFORMANCE CRITERIA

©TVET CDACC 2018 3

REQUIRED SKILLS AND KNOWLEDGE

©TVET CDACC 2018 5

UNIT CODE: ENG/OS/MC/BC/02/6

ELEMENTS AND PERFORMANCE CRITERIA

©TVET CDACC 2018 7

©TVET CDACC 2018 8

REQUIRED SKILLS AND KNOWLEDGE

©TVET CDACC 2018 9

©TVET CDACC 2018 10

©TVET CDACC 2018 11

UNIT CODE: ENG/OS/MC/BC/03/6

ELEMENTS AND PERFORMANCE CRITERIA

©TVET CDACC 2018 12

6. Undertake county/ 6.1 Regions for expansion are continuously reviewed in

©TVET CDACC 2018 13

REQUIRED SKILLS AND KNOWLEDGE

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

©TVET CDACC 2018 15

©TVET CDACC 2018 16

UNIT CODE: ENG/OS/MC/BC/04/6

ELEMENTS AND PERFORMANCE CRITERIA

©TVET CDACC 2018 17

©TVET CDACC 2018 18

©TVET CDACC 2018 19

©TVET CDACC 2018 20

©TVET CDACC 2018 21

REQUIRED SKILLS AND KNOWLEDGE

©TVET CDACC 2018 22