TRAINING

REGULATIONS

Heavy-Equipment Operation
(Wheel Loader) NC II

CONSTRUCTION SECTOR

TECHNICAL EDUCATION AND SKILLS DEVELOPMENT AUTHORITY

East Service Road, South Superhighway, Taguig City, Metro Manila
 WHEEL LOADER

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 1 / 85

 TABLE OF CONTENTS

CONSTRUCTION - HEAVY EQUIPMENT SUB-SECTOR

HEAVY-EQUIPMENT OPERATION (WHEEL LOADER)

SECTION 1 HEAVY EQUIPMENT OPERATION

QUALIFICATION

SECTION 2 COMPETENCY STANDARDS

SECTION 3 TRAINING STANDARDS

3.1 Curriculum Design

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

SECTION 4 ASSESSMENT AND CERTIFICATION ARRANGEMENT

COMPETENCY MAP

DEFINITION OF TERMS

ACKNOWLEDGMENTS

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 2 / 85

 TRAINING REGULATIONS FOR

HEAVY EQUIPMENT OPERATION - WHEEL LOADER

SECTION 1 HEAVY EQUIPMENT OPERATION - WHEEL LOADER

The HEAVY-EQUIPMENT OPERATION (WHEEL LOADER) NC II

qualification consists of competencies that workers must achieve to enable them
to perform tasks such as loading, carrying, dumping and / or stockpiling of earth
and other materials in construction or mining sites or other locations with the use
of wheel loader.

This qualification is packaged from the competency map of the

Construction - Heavy Equipment sub-sector as shown in Annex A.

The units of competency comprising this qualification include the following:

CODE NO. BASIC COMPETENCIES

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

CODE NO. COMMON COMPETENCIES

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

CODE NO. CORE COMPETENCIES

CON833301 Perform pre- and post-operation procedures for earth-moving
equipment
CON833302 Perform basic preventive maintenance servicing for earth-
moving equipment
CON833304 Perform productive operation for wheel loader

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

 Wheel-loader operator

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 3 / 85

 SECTION 2 COMPETENCY STANDARDS

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

BASIC COMPETENCIES

UNIT OF COMPETENCY: PARTICIPATE IN WORKPLACE COMMUNICATION

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

ELEMENT PERFORMANCE CRITERIA

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

2. Participate in 2.1 Team meetings are attended on time

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

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 4 / 85

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

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

2. Medium 2.1. Memorandum

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

3. Storage 3.1. Manual filing system

3.2. Computer-based filing system

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

reports

5. Workplace interactions 5.1. Face to face

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

6. Protocols 6.1. Observing meeting

6.2. Compliance with meeting decisions
6.3. Obeying meeting instructions

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

2. Underpinning 2.1. Effective communication

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

3. Underpinning Skills 3.1. Follow simple spoken language

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

4. Resource Implications 4.1. Fax machine

4.2. Telephone
4.3. Writing materials
4.4. Internet

5. Methods of Assessment 5.1. Direct Observation

5.2. Oral interview and written test

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

workplace or through accredited institution

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

ELEMENT PERFORMANCE CRITERIA

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

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

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

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

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

2. Medium 2.1. Memorandum

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

3. Storage 3.1. Manual filing system

3.2. Computer-based filing system

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

reports

5. Workplace interactions 5.1. Face to face

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

6. Protocols 6.1. Observing meeting

6.2. Compliance with meeting decisions
6.3. Obeying meeting instructions

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 6 / 85

 EVIDENCE GUIDE
1. Critical aspects of Assessment requires evidence that the candidate:
competency 1.1. Operated in a team to complete workplace activity
1.2. Worked effectively with others
1.3. Conveyed information in written or oral form
1.4. Selected and used appropriate workplace language
1.5. Followed designated work plan for the job
1.6. Reported outcomes

2. Underpinning 2.1. Communication process

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

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

of the workplace

4. Resource Implications The following resources MUST be provided:

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

5. Methods of Assessment Competency may be assessed through:

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

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

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

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

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

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

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

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

2. Resources 2.1 Human

2.2 Financial
2.3 Technology
2.3.1 Hardware
2.3.2 Software

3. Trainings and career 3.1 Participation in training programs

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

4. Recognitions 4.1 Recommendations

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

5. Licenses and/or 5.1 National Certificates

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

EVIDENCE GUIDE

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

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

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

3. Workplace context 3.1. Work procedures and practices

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

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

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

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

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

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 14 / 85

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

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

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

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

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

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

4. PPE May include but are not limited to:

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

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

2. Resources 2.1 Human

2.2 Financial
2.3 Technology
2.3.1 Hardware
2.3.2 Software

3. Trainings and career 3.1 Participation in training programs

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

4. Recognitions 4.1 Recommendations

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

5. Licenses and/or 5.1 National Certificates

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

EVIDENCE GUIDE

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 12 / 85

 EVIDENCE GUIDE
1. Critical Aspects of Assessment requires evidence that the candidate:
Competency 1.1 Explained clearly established workplace safety and
hazard control practices and procedures
1.2 Identified hazards/risks in the workplace and its
corresponding indicators in accordance with company
procedures
1.3 Recognized contingency measures during workplace
accidents, fire and other emergencies
1.4 Identified terms of maximum tolerable limits based on
threshold limit value- TLV.
1.5 Followed Occupational Health and Safety (OHS)
procedures for controlling hazards/risks in workplace
1.6 Used Personal Protective Equipment (PPE) in
accordance with company OHS procedures and
practices
1.7 Completed and updated OHS personal records in
accordance with workplace requirements
2. Underpinning 2.1 OHS procedures and practices and regulations
Knowledge and 2.2 PPE types and uses
Attitude 2.3 Personal hygiene practices
2.4 Hazards/risks identification and control
2.5 Threshold Limit Value -TLV
2.6 OHS indicators
2.7 Organization safety and health protocol
2.8 Safety consciousness
2.9 Health consciousness
3. Underpinning 3.1 Practice of personal hygiene
Skills 3.2 Hazards/risks identification and control skills
3.3 Interpersonal skills
3.4 Communication skills

4. Resource Implications The following resources must be provided:

4.1 Workplace or assessment location
4.2 OHS personal records
4.3 PPE
4.4 Health records

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 18 / 85

5. Methods of Assessment Competency may be assessed through:
5.1 Portfolio Assessment
5.2 Interview
5.3 Case Study/Situation
6. Context for Assessment 6.1 Competency may be assessed in the work place or in a
simulated work place setting

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 COMMON COMPETENCIES

UNIT OF COMPETENCY: PREPARE CONSTRUCTION MATERIALS AND TOOLS

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

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

2. Requisition materials 2.1 Materials and tools needed are requested

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

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

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 20 / 85

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

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

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

knowledge 2.2 Different forms
2.3 Requisition procedures

3. Underpinning 3.1 Preparing materials and tools

skills 3.2 Proper handling of tools and equipment
3.3 Following instructions

4. Resource The following resources should be provided:

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

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

assessment 5.1 Direct observation and oral questioning

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

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

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

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

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

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

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

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

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

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

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

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 EVIDENCE GUIDE
1. Critical Aspects of Assessment requires evidence that the candidate:
Competency 1.1 Explained clearly established workplace safety and
hazard control practices and procedures
1.2 Identified hazards/risks in the workplace and its
corresponding indicators in accordance with company
procedures
1.3 Recognized contingency measures during workplace
accidents, fire and other emergencies
1.4 Identified terms of maximum tolerable limits based on
threshold limit value- TLV.
1.5 Followed Occupational Health and Safety (OHS)
procedures for controlling hazards/risks in workplace
1.6 Used Personal Protective Equipment (PPE) in
accordance with company OHS procedures and
practices
1.7 Completed and updated OHS personal records in
accordance with workplace requirements
2. Underpinning 2.1 OHS procedures and practices and regulations
Knowledge and 2.2 PPE types and uses
Attitude 2.3 Personal hygiene practices
2.4 Hazards/risks identification and control
2.5 Threshold Limit Value -TLV
2.6 OHS indicators
2.7 Organization safety and health protocol
2.8 Safety consciousness
2.9 Health consciousness
3. Underpinning 3.1 Practice of personal hygiene
Skills 3.2 Hazards/risks identification and control skills
3.3 Interpersonal skills
3.4 Communication skills

4. Resource Implications The following resources must be provided:

4.1 Workplace or assessment location
4.2 OHS personal records
4.3 PPE
4.4 Health records

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 18 / 85

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

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

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

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

produced in accordance with the job
requirements

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

2. Work plan 2.1 Job requirements

2.2 Installation instructions
2.3 Components instruction

3. Classification Including but not limited to:

3.1 Electrical
3.2 Mechanical
3.3 Plumbing

4. Drawing 4.1 Drawing symbols

4.2 Alphabet of lines
4.3 Orthographic views
- Front view
- Right side view/left side view
- Top view
- Pictorial
4.4 Schematic diagram
4.5 Electrical drawings
4.6 Structural drawings
4.7 Plumbing drawings
- Water
- Sewerage/Drainage
- Ventilation
4.8 Welding symbols

5. Tools and materials Including but not limited to:

5.1 Compass
5.2 Divider
5.3 Rulers
5.4 Triangles
5.5 Drawing tables
5.6 Computer

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 27 / 85

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

2. Underpinning 2.1 TRADE MATHEMATICS

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

3. Underpinning 3.1 Interpreting drawing/orthographic drawing

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

4. Resource The following resources should be provided:

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

5. Methods of Competency should be assessed through:

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

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 28 / 85

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

2. Description of Materials and 2.1 Brand name

Tools 2.2 Size
2.3 Capacity
2.4 Kind of application

3. Company standard 3.1 Job order

procedures 3.2 Requisition slip
3.3 Borrower slip

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 21 / 85

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

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

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

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 30 / 85

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

2. Measuring instruments Including but not limited to:

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

2. Measurements and 3.1 Linear

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

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 31 / 85

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

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 32 / 85

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

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 24 / 85

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

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

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

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

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 34 / 85

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

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 35 / 85

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

2. Tools and equipment Including but not limited to:

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

3. PPE Including but not limited to:

3.1 Goggles
3.2 Gloves
3.3 Safety shoes
3.4 Aprons/Coveralls

4. Forms 4.1 Maintenance schedule forms

4.2 Requisition slip
4.3 Inventory Form
4.4 Inspection Form
4.5 Procedures

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 36 / 85

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

2. Work plan 2.1 Job requirements

2.2 Installation instructions
2.3 Components instruction

3. Classification Including but not limited to:

3.1 Electrical
3.2 Mechanical
3.3 Plumbing

4. Drawing 4.1 Drawing symbols

4.2 Alphabet of lines
4.3 Orthographic views
- Front view
- Right side view/left side view
- Top view
- Pictorial
4.4 Schematic diagram
4.5 Electrical drawings
4.6 Structural drawings
4.7 Plumbing drawings
- Water
- Sewerage/Drainage
- Ventilation
4.8 Welding symbols

5. Tools and materials Including but not limited to:

5.1 Compass
5.2 Divider
5.3 Rulers
5.4 Triangles
5.5 Drawing tables
5.6 Computer

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 27 / 85

5. Methods of Competency should be assessed through:
assessment 5.1 Direct observation
5.2 Written test/questioning relevant to
Underpinning knowledge

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

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

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 38 / 85

 CORE COMPETENCIES

UNIT OF COMPETENCY: PERFORM PRE- AND POST-OPERATION

PROCEDURES FOR EARTHMOVING
EQUIPMENT
UNIT CODE: CON833301
UNIT DESCRIPTOR: This unit describes the outcomes required in
performing procedures before and after productive
operation of earth-moving equipment.

ELEMENT PERFORMANCE CRITERIA

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

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

check checklist form and with engine stopped/not
running.
2.2 Deficiencies in fluid levels are identified and
if below normal level are refilled/topped up in
accordance with equipment maintenance
manual.
2.3 Abnormal conditions are noted in checklist
and reported to authorized person.

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 39 / 85

 ELEMENT PERFORMANCE CRITERIA
3. Perform operation check 3.1 Starting/running check is performed with
checklist and in accordance with
manufacturer’s recommendations.
3.2 Brake, steering and controls are checked for
normal functioning
3.3 Walk-around check is performed with
equipment checklist and with engine running.
3.4 Safety devices and accessories are
checked for proper functions in accordance
with safe operating procedures.

4. Perform post-operation 4.1 Earth moving equipment is parked and turned

procedures off after productive operation in accordance
with company rules and regulations.
4.2 Equipment controls are set into neutral
position and parking brakes are engaged
according to manufacturer’s operations
manual.
4.3 Safety locks and brakes are all set/engaged
in accordance with operator’s manual.
4.4 Walk-around inspection check is re-
conducted while doing engine cool down
4.5 Daily equipment time record/report (DETR) is
accomplished/submitted according to
company rules and regulations

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 40 / 85

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

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

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

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 30 / 85

 VARIABLE RANGE
3. Walk-around 3.1 Engine off
check Hydraulic Excavator, Wheel Loader, and Bulldozer
Backhoe Loader and Road Roller
3.1.1 Leaks
3.1.2 Worn out/damaged parts
3.1.3 Fluid levels
3.1.4 Loose parts/connections
3.1.5 Missing parts

Hydraulic Excavator
3.1.6 Hook block
3.1.7 Wire rope cable
3.1.8 Pulleys

Backhoe Loader
3.1.9 Tire condition

3.2 Engine on
Hydraulic Excavator and Backhoe Loader
3.2.1 Gauges and controls
3.2.2 Oil and air leaks
3.2.3 Safety devices
3.2.4 Working equipment function e.g. outriggers,
boom, hoist

Motor Grader and Road Roller

3.2.5 Unusual sounds

Road Roller
3.2.6 Unusual emission of smoke (blue, black and
white)

4. B L O W A F 4.1 Battery (starting and charging system)

check 4.2 Light (lighting system)
4.3 Oil (lubricating system)
4.4 Water (cooling system)
4.5 Air (intake and exhaust system)
4.6 Fuel (fuel system)

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 42 / 85

 VARIABLE RANGE
5. Fluid levels 5.1 Battery electrolyte (maintenance type)
5.2 Engine oil
5.3 Hydraulic oil
5.4 Radiator coolant

Hydraulic Excavator, Wheel Loader, Motor Grader, Bulldozer,

Backhoe Loader
5.5 Transmission

Bulldozer, and Motor Grader

5.6 Fuel

Hydraulic Excavator
5.7 Gear Oil

6. Authorized 6.1 Equipment supervisor

person 6.2 Equipment dispatcher/Foreman
6.3 Maintenance personnel

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 43 / 85

 VARIABLE RANGE
7. Starting/ May include but not limited to:
Running check 7.1 Controls
7.1.1 Travel

Wheel Loader, Bulldozer, and Motor Grader Backhoe

Loader and Road Roller
7.1.2 Steering/articulation

Hydraulic Excavator, and Wheel Loader and Backhoe

Loader
7.1.3 Boom

Bulldozer, Motor Grader and Road Roller

7.1.4 Blade

Bulldozer and Motor Grader

7.1.5 Ripper
7.1.6 Attachment

Bulldozer
7.1.6.1 Drawbar
7.1.6.2 Disc plow
7.1.6.3 Bedder

Motor Grader
7.1.6.4 Ripper
7.1.6.5 Scarifier

Bulldozer
7.1.7 Winch
7.1.8 Tilt/Lift

Motor Grader
7.1.9 Lean

Wheel Loader and Backhoe Loader

7.1.10 Bucket

Hydraulic Excavator and Backhoe Loader

7.1.11 Out rigger
7.1.12 Arm
7.1.13 Swing

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 44 / 85

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

2. Underpinning 2.1 TRADE MATHEMATICS / MENSURATION

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

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

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

4. Resource The following resources should be provided:

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

Assessment of underpinning knowledge and practical skills may be

combined

5. Methods of Competency should be assessed through:

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

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

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

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 33 / 85

 VARIABLE RANGE
8. Safety devices 8.1 Back up alarm
and accessories 8.2 Roll Over Protective Structures
8.3 Blinkers
8.4 Safety belt
8.5 Windshield guard

Backhoe Loader
8.6 Back-up alarm

Road Roller
8.7 Safety pin and locks
8.8 Parking brake
8.9 Side mirrors
8.10 Fire extinguisher
8.11 Battery disconnect switch
8.12 Steering

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 46 / 85

 VARIABLE RANGE
9. Safety locks 9.1 Control lever lock
9.2 Door lock

Wheel Loader and Motor Grader

9.3 Neutralizer lock switch

Wheel Loader, Bulldozer and Road Roller

9.4 Steering lock

Motor Grader and Road Roller

9.5 Implement lock switch
9.6 Engine gull wing

Hydraulic Excavator and Backhoe Loader

9.7 Swing lock

Hydraulic Excavator
9.8 House lock

Backhoe Loader
9.9 Outrigger lock
9.10 Bucket lever lock

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 47 / 85

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

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

(related) 2.2 Controls, instruments, indicators and their usage
knowledge and 2.3 Start-up and shutdown procedures
attitude 2.4 Familiarity with manufacturer’s operation manual
2.5 Familiarity with job site and work conditions
2.6 Familiarity with pre- and post-operation checklist
2.7 Positive work values (cost, time, quality conscious, etc.)

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

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

4. Resource Things necessary for the conduct of assessment include

implications 4.1 Appropriate work area for earthmoving operation
4.2 Access to earthmoving equipment and corresponding
manuals.

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 48 / 85

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

2. Tools and equipment Including but not limited to:

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

3. PPE Including but not limited to:

3.1 Goggles
3.2 Gloves
3.3 Safety shoes
3.4 Aprons/Coveralls

4. Forms 4.1 Maintenance schedule forms

4.2 Requisition slip
4.3 Inventory Form
4.4 Inspection Form
4.5 Procedures

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 36 / 85

UNIT OF COMPETENCY: PERFORM BASIC PREVENTIVE-MAINTENANCE
SERVICING FOR EARTH-MOVING EQUIPMENT
UNIT CODE: CON833302
UNIT DESCRIPTOR: This unit describes the outcomes required in
remedying minor defects and greasing/cleaning,
adjustment and replacement of operator-
serviceable parts of the wheel loader.

ELEMENT PERFORMANCE CRITERIA

Bold and Italicized terms are elaborated in the
Range of Variables
1. Perform adjustments/ 1.1 Minor defects are identified and remedied in
replacements accordance with company/manufacturer’s
procedures.
1.2 Correct/proper tools are selected based on
job requirements.
1.3 Major defects are identified with checklist
and referred to appropriate personnel.

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

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

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

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

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 50 / 85

RANGE OF VARIABLES
VARIABLE RANGE
1. Minor defects May include but not limited to:
1.1 Weak battery
1.2 Improper belt tension
1.3 Clogged air filter/cleaner
1.4 Loose clamps

Hydraulic Excavator, Wheel Loader and Motor Grader, Road

Roller and Backhoe Loader
1.5 Incorrect tire inflation

Hydraulic Excavator and Bulldozer

1.6 Incorrect/insufficient track tension

Backhoe Loader
1.7 Busted bulbs

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 51 / 85

 VARIABLE RANGE
2. Major defects May include but not limited to:
2.1 Busted hydraulic hose
2.2 Defective electrical system/electro-mechanical system
2.2.1 Lighting
2.2.2 Starting
2.2.3 Monitoring gauge

Hydraulic Excavator, Wheel Loader and Motor Grader,

Road Roller and Backhoe Loader
2.2.4 Charging

2.3 Abnormal tire condition

Hydraulic Excavator, Wheel Loader, and Motor Grade,

Road Roller and Backhoe Loader

2.3.1 Worn-out tires

Wheel Loader, road Roller and Motor Grader
2.3.2 Flat tires

Hydraulic Excavator, Wheel Loader and Motor Grader, Road

Roller and Backhoe Loader
2.4 Excessive engine oil consumption

2.5 Leakage in
Hydraulic Excavator, Wheel Loader, Road Roller and
Motor Grader and Backhoe Loader
2.5.1 Air
2.5.2 Fuel
2.5.3 Cooling
2.5.4 Hydraulic system

Wheel Loader, road Roller and Motor Grader

2.5.5 Lube

Hydraulic Excavator and Backhoe Loader

2.6 Hard starting engine
2.7 Faulty gauges

Bulldozer
2.8 Worn-out undercarriage parts
2.8.1 Rollers
2.8.2 Track link
2.8.3 Bushing
2.8.4 Pins
2.8.5 Pads
TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 52 / 85
 CORE COMPETENCIES

UNIT OF COMPETENCY: PERFORM PRE- AND POST-OPERATION

PROCEDURES FOR EARTHMOVING
EQUIPMENT
UNIT CODE: CON833301
UNIT DESCRIPTOR: This unit describes the outcomes required in
performing procedures before and after productive
operation of earth-moving equipment.

ELEMENT PERFORMANCE CRITERIA

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

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

check checklist form and with engine stopped/not
running.
2.2 Deficiencies in fluid levels are identified and
if below normal level are refilled/topped up in
accordance with equipment maintenance
manual.
2.3 Abnormal conditions are noted in checklist
and reported to authorized person.

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 39 / 85

 VARIABLE RANGE
5. Standards Hydraulic Excavator and Backhoe Loader
5.1 Oil pressure
5.2 Air pressure
5.3 Temperatures
5.4 Tension
5.5 Clearance and distances

6. Fluid and May include but not limited to:

Lubricants 6.1 Engine oil
6.2 Hydraulic oil
6.3 Multi-purpose grease
6.4 Coolant

Hydraulic Excavator, Wheel Loader and Motor Grader and

Backhoe Loader
6.5 Brake fluid/oil

Hydraulic Excavator, Wheel Loader and Bulldozer and

Backhoe Loader
6.6 Battery solutions

Wheel Loader, Bulldozer and Motor Grader

6.7 Transmission oil

Hydraulic Excavator and Bulldozer

6.8 Wire rope grease/lubricants

Hydraulic Excavator
6.9 Cleaning solutions
6.9.1 Detergent soap
6.9.2 Degreaser

Bulldozer
6.10 Fuel

Motor Grader and Road Roller

6.11 Battery distilled water

Backhoe Loader
6.12 Gear oil

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 54 / 85

 VARIABLE RANGE
7. Basic hand tools 7.1 Hand tools
and equipment 7.1.1 Wrenches
7.1.2 Pliers
7.1.3 Screw driver

Hydraulic Excavator, Wheel Loader and Motor

Grader
7.1.3.1 Positive and negative

Bulldozer
7.1.3.2 Philip and flat tip

Hydraulic Excavator, Wheel Loader, Motor Grader,

Bulldozer and Backhoe Loader
7.1.4 Hammer
7.1.5 Vice grip

Bulldozer and Backhoe Loader

7.1.6 Grease gun

Hydraulic Excavator, Wheel Loader and Motor Grader,

Road Roller and Backhoe Loader
7.1.7 Tire gauge (instrument)

Hydraulic Excavator and Backhoe Loader

7.1.8 Paint brush
7.1.9 Steel brush

Hydraulic Excavator
7.1.9 Measuring tape

Bulldozer
7.1.11 Mud remover

7.2 Equipment
7.2.1 High pressure washer
7.2.2 Air compressor

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 VARIABLE RANGE
8. Basic May include but not limited to:
preventive 8.1 Check battery clamps
maintenance 8.2 Check fan belt conditions (cracked or worn-out)
servicing 8.3 Adjust track/belt tensions (if necessary)
(PMS) 8.4 Clean/Replace filters
8.4.1 Air cleaner
8.4.2 Water separator
8.5 Replace defective fluid caps
8.6 Grease all fittings on lube points

Hydraulic Excavator
8.7 Grease wire ropes

9. Site conditions/ 9.1 Instructions

requirements 9.2 Signages
9.3 Work schedules
9.4 Work bulletin boards
9.5 Map (vicinity)
9.6 Dusty
9.7 Windy
9.8 Terrain
9.8.1 Muddy
9.8.2 Slippery

Wheel Loader, Hydraulic Excavator and Motor Grader and

Backhoe Loader
9.5 Charts
9.6 Memos

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 56 / 85

 VARIABLE RANGE
3. Walk-around 3.1 Engine off
check Hydraulic Excavator, Wheel Loader, and Bulldozer
Backhoe Loader and Road Roller
3.1.1 Leaks
3.1.2 Worn out/damaged parts
3.1.3 Fluid levels
3.1.4 Loose parts/connections
3.1.5 Missing parts

Hydraulic Excavator
3.1.6 Hook block
3.1.7 Wire rope cable
3.1.8 Pulleys

Backhoe Loader
3.1.9 Tire condition

3.2 Engine on
Hydraulic Excavator and Backhoe Loader
3.2.1 Gauges and controls
3.2.2 Oil and air leaks
3.2.3 Safety devices
3.2.4 Working equipment function e.g. outriggers,
boom, hoist

Motor Grader and Road Roller

3.2.5 Unusual sounds

Road Roller
3.2.6 Unusual emission of smoke (blue, black and
white)

4. B L O W A F 4.1 Battery (starting and charging system)

check 4.2 Light (lighting system)
4.3 Oil (lubricating system)
4.4 Water (cooling system)
4.5 Air (intake and exhaust system)
4.6 Fuel (fuel system)

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 42 / 85

5. Method of Competency in this unit must be assessed through
assessment 5.1 Written and/or oral questioning
5.2 Direct observation / practical demonstration
5.3 Work record and documents

6. Context for 6.1 Competency shall be assessed in a normal or simulated

assessment workplace environment and in accordance with safe work
procedures
6.2 Competency shall be assessed while work is being
undertaken independently

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 58 / 85

UNIT TITLE: PERFORM PRODUCTIVE OPERATION FOR
WHEEL LOADER
UNIT CODE: CON833304
UNIT DESCRIPTOR: This unit involves the knowledge, skills and attitudes
required for performing wheel-loading operations
such as carrying, loading and stockpiling of earth
and other materials. It also deals with the skills
required to load wheel Loader to and unload it from
trailer truck and traveling of wheel loader.

ELEMENT PERFORMANCE CRITERIA

Bold and Italicized terms are elaborated in the
Range of Variables
1. Perform loading of Wheel 1.1 Safe work practices are followed during loading
Loader to low or high bed trailer operation.
1.2 Wheel Loader positioned on ramp is maintained
in accordance with safety requirements.
1.3 Operator response to the directions given by the
authorized signalman is in accordance with the
safe loading procedure.
1.4 Bucket height is observed prior to ramping of
wheel loader based on safe loading procedure.
1.5 Bucket rested on trailer bed is maintained based
on safe loading procedure.
1.6 Safety locks, articulation pins and control
levers are secured and set at required position
before the trailer travels as per safe loading
procedure.
1.7 Wheels are secured with stopper blocks in
accordance with safety requirements.
1.8 Chassis/frame is secured with binders prior to
traveling of trailer according to safe loading
procedure.
1.9 Unexpected situations are responded to in line
with company rules and regulations to minimize
risk to personnel and equipment.

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 59 / 85

 ELEMENT PERFORMANCE CRITERIA
2. Perform unloading equipment 2.1 Binders, safety locks, pins and stopper blocks
from trailer are dismantled and removed prior to
unloading operation as per standard operating
procedures
2.2 Control and brakes are checked in line with
safety procedure and prior to starting/moving the
machine.
2.3 Engine warm-up is started in accordance with
the manufacturer’s standards.
2.4 Buckets are raised before unloading from the
trailer as per standard operating procedures.
2.5 Operator's response to the directions given by
authorized signalman is in accordance with safe
unloading procedure.
2.6 Safe unloading from the trailer is performed as
per standard operating procedures
2.7 Unexpected situations are responded to in line
with company rules and to minimize risk to
personnel and equipment.

3. Travel Wheel Loader 3.1 Work area is surveyed for safe accessibility or
potential hazards in accordance to safe
operating procedure
3.2 Bucket clearance is maintained at
recommended bucket height above ground
during travel based on safe travel procedure.
3.3 Travel speed is maintained in accordance with
safe working operations
3.4 Assistance from signalman is sought when
necessary in accordance to safe operating
procedure
3.5 Equipment is traveled in accordance with safe
working operations.
3.6 Unexpected situations are responded to in line
with company rules and regulations.

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 60 / 85

 VARIABLE RANGE
continuation Hydraulic Excavator
7.1.14 Arm

Road Roller
7.1.15 Drum
7.1.16 Vibratory

7.2 Gauges
7.2.1 Battery charging
7.2.2 Pressure
7.2.3 Temperature

Motor Grader and Road Roller

7.2.4 Hour meter
7.2.5 RPM
7.3.6 Speedometer

7.3 Leaks in
7.3.1 Lubricating oil
7.3.2 Cooling
7.3.3 Air
7.3.4 Fuel
Hydraulic Excavator, Wheel Loader, and Bulldozer and
Backhoe Loader
7.35 Hydraulic systems
7.4 Electrical switches/devices
7.4.1 Lights
7.4.2 Horn/alarm
Hydraulic Excavator, Wheel Loader, and Bulldozer and
Backhoe Loader
7.4.3 Safety devices
Motor Grader
7.4.4 Wiper blade
7.5 Steering and brake
Backhoe Loader
7.6 Tire condition
Road Roller
7.7 Wiper

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 45 / 85

 ELEMENT PERFORMANCE CRITERIA
6. Perform stockpiling 6.1 Stockpiling operation is performed according to
safe operating procedure
6.2 Recommended 5 degree digging angle of bucket
on the ground level is followed as per standard
operating procedures.
6.3 Stockpile materials are segregated based on
company rules and regulations.
6.4 Bucket load capacity is followed during
stockpiling of materials as per manufacturer’s
specifications.
6.5 Machine travel speed is optimized during
stockpiling in accordance with company
operating procedure.
6.6 Maximum height of stockpile is maintained
according to dump height of wheel loader.
6.7 Time is managed according to company rules
and regulations.
6.8 Unexpected situations are responded to in line
with company rules and regulations.

7. Perform secondary operations 7.1 Secondary operations are performed within

operational limits of loader.
7.2 Mode setting and dump positioning of
bucket is followed during spreading and clearing
operations based on company rules and
regulations.
7.3 Site conditions are inspected to enable safe
operation and to avoid damage to equipment and
facilities.
7.4 Unexpected situations are responded to in line
with company rules and regulations.

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 62 / 85

RANGE OF VARIABLES
VARIABLE RANGE
1. Safe work 1.1 Observed 3-point system in embarking on and alighting from
practices equipment
1.2 Safety awareness
1.3 Wear minimum PPE
1.4 Housekeeping
1.5 All controls must be in neutral position and parking brake
applied before alighting from loader

2. Safety lock, 2.1 Controls

articulation pins 2.2 Travel
and control 2.3 Bucket
levers 2.4 Arm
2.5 Steering

3. Binders 3.1 Turnbuckles

3.2 Shackle
3.3 Wire rope sling
3.4 Chain sling

4. Unexpected May include but not limited to:

situations 4.1 Collapse of unstable terrain
4.2 Busted hydraulic hose
4.3 Natural calamities e.g., flashfloods
4.4 Situations arising from poor peace and order conditions

5. Stopper block 5.1 Wood/lumber

5.2 Metal

6. Potential May include but not limited to:

hazards 6.1 Other equipment
6.2 Building
6.3 Deep excavation
6.4 Fog
6.5 Electric wires/hi tension wires
6.6 Protruding nails/steel bars
6.7 Boulders and rocks
6.8 Muddy roads or unstable terrain
6.9 Ravine
6.10 Landslide

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 63 / 85

 VARIABLE RANGE
7. Recommended 7.1 30 cm - 40 cm depending on types of terrain
bucket height
8. Materials May include but not limited to:
8.1 Aggregates
8.2 Coal
8.3 Boulders
8.4 Gravel
8.5 Sand
8.6 Soil
8.7 Limestone
8.8 Iron ore

9. Economic 9.1 50m to 150m depending on amount of load the Wheel Loader
hauling distance capacity

10. Appropriate 10.1 Depends on types of terrain, types of load and condition of
machine travel Wheel Loader
and engine
speed

11. Safe operating 11.1 Maintained flat and smooth loading and stockpile areas
procedure 11.2 No dropping of materials from bucket
11.3 No excessive tire spinning
11.4 Perpendicular position of loader during trust/shove/
striking/penetration of bucket
11.5 No part of dump truck hit by loader during loading
11.6 Fine materials loaded first into dump truck whenever applicable
11.7 Full utilization of bucket capacity
11.8 Smooth application of accelerator pedal
11.9 Observed efficient ways of loading e.g., v-shape and cross-
drive loading
11.10 Observed 5-minute warm-up and cooling down
11.11 Avoid hard impact of bucket to ground
11.12 Avoid impact feathering of bucket

12. Bucket 12.1 Square-faced to materials

application/ 12.2 Machine is positioned straight
Positioning 12.3 Bucket is parallel to ground
procedures 12.4 Lift bucket slightly after initial strike/penetration followed by
bucket tilting

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 64 / 85

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

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

(related) 2.2 Controls, instruments, indicators and their usage
knowledge and 2.3 Start-up and shutdown procedures
attitude 2.4 Familiarity with manufacturer’s operation manual
2.5 Familiarity with job site and work conditions
2.6 Familiarity with pre- and post-operation checklist
2.7 Positive work values (cost, time, quality conscious, etc.)

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

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

4. Resource Things necessary for the conduct of assessment include

implications 4.1 Appropriate work area for earthmoving operation
4.2 Access to earthmoving equipment and corresponding
manuals.

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 48 / 85

EVIDENCE GUIDE
1. Critical aspects Assessment requires evidence that the candidate:
of competency to 1.1 Demonstrates ability to perform loading of wheel loader to low
be considered and high bed trailer
1.2 Demonstrates ability to perform unloading equipment from
trailer
1.3 Demonstrates ability to travel wheel loader
1.4 Demonstrates ability to perform loading and carrying of
materials
1.5 Demonstrates ability to perform loading of materials to dump
truck
1.6 Demonstrates ability to perform stockpiling
1.7 Demonstrates ability to perform secondary operations
1.8 Demonstrates ability to carry-out safe work practices

2. Underpinning 2.1 Operating procedures and techniques

knowledge and 2.2 Safety procedures and regulations
attitudes 2.3 Controls, instruments, indicators and their uses
2.4 Basic components, systems and functions
2.5 Equipment operation and maintenance
2.6 Company rules and regulations
2.7 Knowledge on defensive-driving and hazard-avoidance
techniques
2.8 Site/Terrain layout and obstacles
2.9 Types of materials to be loaded
2.10 Functions of gauges, controls and alert indicators
2.11 Positive work values (time and cost conscious, etc.)

3. Underpinning 3.1 Performing standard operating procedure of equipment

skills 3.2 Reading and interpreting operation and maintenance manual
3.3 Performing safety practices and safe operation
3.4 Applying eye and hand coordination
3.5 Operating a wheel loader
3.6 Driving skills
3.7 Communication skills

4. Resource The following resources must be provided:

implications 4.1 Access to Wheel Loader and work site/terrain
4.2 Stockpile materials
4.3 Dump truck
4.4 Prime mover and trailer with ramp
4.5 Signal man
4.6 Barricades and informative signages

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 66 / 85

5. Method of Competency in this unit must be assessed through:
assessment 5.1 Oral/written questioning
5.2 Direct observation / practical demonstration
5.3 Work record and documents

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

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

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 67 / 85

 SECTION 3 TRAINING STANDARDS

These guidelines are set to provide the Technical and Vocational

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

3.1 CURRICULUM DESIGN

Course Title : HEAVY EQUIPMENT OPERATION NC Level: II

WHEEL LOADER

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

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

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

BASIC COMPETENCIES

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

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

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

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 68 / 85

RANGE OF VARIABLES
VARIABLE RANGE
1. Minor defects May include but not limited to:
1.1 Weak battery
1.2 Improper belt tension
1.3 Clogged air filter/cleaner
1.4 Loose clamps

Hydraulic Excavator, Wheel Loader and Motor Grader, Road

Roller and Backhoe Loader
1.5 Incorrect tire inflation

Hydraulic Excavator and Bulldozer

1.6 Incorrect/insufficient track tension

Backhoe Loader
1.7 Busted bulbs

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 51 / 85

 COMMON COMPETENCIES

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

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 70 / 85

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

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 71 / 85

 CORE COMPETENCIES

Course Title : HEAVY EQUIPMENT OPERATION Level: NC II

WHEEL LOADER

Nominal Training Hours: 120 Hours

Course Description:

This course is designed to enhance the knowledge, desirable attitudes

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

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

Unit of Assessment
Competency Learning Outcome Methodology Approach
1. Perform pre- and 1.1 Familiarizes wheel Discussion  Observation
post- operation loader operation Demonstration and oral
procedure for wheel manual, job site and questioning
Loader work condition, and  Demonstration
pre- and post-  Written test
operation checklist.
1.2 Explain the usage of
wheel loader
controls, instruments,
and indicators.
1.3 Perform wheel loader
walk-around and
“BLOWAF” inspection,
engine not running.
1.4 Perform walk-around
check while engine is
running.
1.5 Demonstrate risk
control/safety
procedure.
1.6 Perform wheel loader
post operation

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 72 / 85

 VARIABLE RANGE
5. Standards Hydraulic Excavator and Backhoe Loader
5.1 Oil pressure
5.2 Air pressure
5.3 Temperatures
5.4 Tension
5.5 Clearance and distances

6. Fluid and May include but not limited to:

Lubricants 6.1 Engine oil
6.2 Hydraulic oil
6.3 Multi-purpose grease
6.4 Coolant

Hydraulic Excavator, Wheel Loader and Motor Grader and

Backhoe Loader
6.5 Brake fluid/oil

Hydraulic Excavator, Wheel Loader and Bulldozer and

Backhoe Loader
6.6 Battery solutions

Wheel Loader, Bulldozer and Motor Grader

6.7 Transmission oil

Hydraulic Excavator and Bulldozer

6.8 Wire rope grease/lubricants

Hydraulic Excavator
6.9 Cleaning solutions
6.9.1 Detergent soap
6.9.2 Degreaser

Bulldozer
6.10 Fuel

Motor Grader and Road Roller

6.11 Battery distilled water

Backhoe Loader
6.12 Gear oil

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 54 / 85

 Unit of Assessment
Competency Learning Outcome Methodology Approach
3. Perform preventive 3.1 Pinpoint wheel loader Discussion  Observation
maintenance components and parts Demonstration and oral
servicing for Wheel that needs questioning
Loader maintenance  Demonstration
3.2 Test, adjust,
recondition, and
replace parts that
requires maintenance
3.3 Fill up and submit a
well-filled up
maintenance
worksheet to person
in authority.
3.4 Identify lubricants,
fluids, and solvent to
used per
manufacturer
standards

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 74 / 85

3.2 TRAINING DELIVERY

The delivery of training should adhere to the design of the curriculum.

Delivery should be guided by the 10 basic principles of competency-based TVET.

 The training is based on curriculum developed from the

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

The competency-based TVET system recognizes various types of delivery

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

 The dualized mode of training delivery is preferred and

recommended. Thus programs would contain both in-school
and in-industry training or fieldwork components. Details can be
referred to the Dual Training System (DTS) Implementing Rules
and Regulations.
 Modular/self-paced learning is a competency-based training
modality wherein the trainee is allowed to progress at his own
pace. The trainer facilitates the training delivery
 Peer teaching/mentoring is a training modality wherein fast
learners are given the opportunity to assist the slow learners.
 Supervised industry training or on-the-job training is an
approach in training designed to enhance the knowledge and
skills of the trainee through actual experience in the workplace
to acquire specific competencies prescribed in the training
regulations.
 Distance learning is a formal education process in which
majority of the instruction occurs when the students and

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 75 / 85

 instructor are not in the same place. Distance learning may
employ correspondence study, or audio, video or computer
technologies.

3.3 TRAINEE ENTRY REQUIREMENTS

This section specifies the qualifications of trainees and educational

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

 Can communicate both orally and in writing

 Physically and mentally fit

 With good moral character

 Can perform basic mathematical computations.

3.4 LIST OF TOOLS, EQUIPMENT AND MATERIALS

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 76 / 85

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

2. Underpinning 2.1 Company rules and regulations

(related) 2.2 Basic unit specifications (BUS)
knowledge 2.3 Safety (PPE, machine and environmental) prevention
2.4 Controls and gauges
2.6 Components, systems and functions
2.7 Comprehension of operation and maintenance manual

3. Underpinning 3.1 Using personal protective equipment (PPE)

skills 3.2 Accomplishing daily checklist forms
3.3 Performing basic preventive maintenance
3.4 Using basic hand tools and equipment
3.5 Reporting minor and major defects

4. Resource Things necessary for the conduct of assessment

implications 4.1 Access to earth-moving equipment specifications and
manuals as required
4.2 Appropriate earth-moving equipment
4.3 Basic hand tools and equipment
4.4 Fluids and lubricants
4.5 PPE
4.6 Safety signages/barricades

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 57 / 85

 The wheel loader operation workshop must be made of reinforced concrete
or steel structure. The size must be suited on the requirements of the
competencies. The class size of 25 students/trainees is reserved for the lecture
room and the practical demonstration area for carrying out minor wheel loader
parts maintenance. Most of the learning activities are performed individually in
the students/trainees work area.

SPACE REQUIREMENT SIZE IN METERS AREA IN SQ. TOTAL

METERS AREA IN
SQ.
METERS
 Student/Trainee’s 2.0 x 2.0 m. 4 sq.m per 100.0 sq.m.
Working Space student
 Lecture Room 8.00 x 6.00 48.00 48.0
 Learning Resource 4.00 x 6.00 24.00 24.0
Center
 172
 Facilities/Equipment/ - - 52
Circulation Area
TOTAL WORK AREA - 224
Working field 500 sq. m. (MOA/Rental)

*This area can also be used in other Heavy equipment operation courses.
**Area requirement is equivalent to 30% of the total teaching/learning areas

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 78 / 85

3.6 TRAINERS’ QUALIFICATION
HEAVY-EQUIPMENT OPERATION (Wheel Loader)

TRAINER QUALIFICATION (TQ II)

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

* Optional. Only when required by the hiring institution.

Reference: TESDA Board Resolution No. 2004-03

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 79 / 85

SECTION 4 NATIONAL ASSESSMENT AND CERTIFICATION
ARRANGEMENTS

4.1 To attain the National Qualification of HEAVY EQUIPMENT OPERATION

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

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

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

4.2.1 Wheel Loader operation

 Perform pre-and post operation for earthmoving equipment
 Perform productive operation for wheel loader
 Perform basic preventive maintenance servicing for earth
moving equipment

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

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

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

enterprise-based training programs

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

4.5 The guidelines on assessment and certification are discussed in detail in the
Procedures Manual on Assessment and Certification and the Guidelines on
the Implementation of the Philippine TVET Qualification and Certification
System (PTQCS).

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 80 / 85

 ELEMENT PERFORMANCE CRITERIA
2. Perform unloading equipment 2.1 Binders, safety locks, pins and stopper blocks
from trailer are dismantled and removed prior to
unloading operation as per standard operating
procedures
2.2 Control and brakes are checked in line with
safety procedure and prior to starting/moving the
machine.
2.3 Engine warm-up is started in accordance with
the manufacturer’s standards.
2.4 Buckets are raised before unloading from the
trailer as per standard operating procedures.
2.5 Operator's response to the directions given by
authorized signalman is in accordance with safe
unloading procedure.
2.6 Safe unloading from the trailer is performed as
per standard operating procedures
2.7 Unexpected situations are responded to in line
with company rules and to minimize risk to
personnel and equipment.

3. Travel Wheel Loader 3.1 Work area is surveyed for safe accessibility or
potential hazards in accordance to safe
operating procedure
3.2 Bucket clearance is maintained at
recommended bucket height above ground
during travel based on safe travel procedure.
3.3 Travel speed is maintained in accordance with
safe working operations
3.4 Assistance from signalman is sought when
necessary in accordance to safe operating
procedure
3.5 Equipment is traveled in accordance with safe
working operations.
3.6 Unexpected situations are responded to in line
with company rules and regulations.

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated December 2004/July 2007 60 / 85

 Definition of Terms

For the purpose of this Competency Standard, the words

1. Company Refers to private or government entity employing Wheel

Loader operator.
2. Daily Equipment Time Refers to the Wheel Loader operating or working hours.
Report
3. Engine RPM Refers to revolution per minute of crank shaft/wheel of
engine.
4. Wheel Loader Refers to earthmoving equipment used to load, and carry
materials.
5. Operator Serviceable Refer any part of the equipment that can be serviced by the
(OS) parts operator, e.g., air cleaner, fuel filter, battery clamp, fan belt,
etc.
6. Portfolio A tool containing pieces of evidence demonstrating work
outputs that have been collected by the candidate. The items
are usually produced over a period of time and come from
different sources.
7. Size Refers to small medium or large equipment depending on its
capacity and bucket size.
8. Tipping load Refers to a load producing tipping condition at specified
radius.
9. Work equipment Refers to a loader structure such as arm and bucket.
10. Site inspection Refers to a work activity in determining the actual condition
of the project site to include location, transport route, site
terrain, work area, hazards, type of material, etc.

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated Dec 2004/July 2007 82 / 85

 ACKNOWLEDGMENTS

The Technical Education and Skills Development Authority (TESDA)

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

 THE TECHNICAL EXPERT PANEL (TEP)

Florello P. Quianzon Renato P. Faigao

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

Samuel M. Puquiz Arturo M. Abrera

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

Luciano E. Policarpio Roberto B. Ocampo

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

Tito C. Tadios Cresencio B. Maramag Jr.

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

Nicanor A. Lucanas Jr. Rudolfo D. Ancheta

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

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated Dec 2004/July 2007 83 / 85

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

Verano O. Maligalig Erwin Y. Bituin

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

Fernando B. Seva Sixto Benedicto

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

Raymundo O. Espiritu Isagani G. Pamanilaga

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

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

The Management and Staff of the TESDA Secretariat

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

Vocational Education and Training

The Management and Staff of the ACEL Secretariat

TR HEAVY-EQUIPMENT OPERATION (Wheel Loader) NC II Promulgated Dec 2004/July 2007 84 / 85