US National Chief

Breadcrumbs

Topic 1 Loss Controls

Learning Outcome

Describe the design, components, and implementation of a loss control program.

Learning Objectives

  1. Explain the purpose, benefits, and typical components of a loss control program.
  2. Explain the process of developing a comprehensive loss control program including the typical responsibilities and accountabilities of the program.
  3. Describe the factors affecting insurance rates and the authority, role, and interaction of insurance inspectors with plant staff.
  4. Describe the tools and techniques used to develop a positive attitude towards the components of a loss control program.
  5. Describe the tools and techniques used to develop safety awareness in consumers.

 

Topic 2 Safety Legislation

Learning Outcome

Identify the authority and application of federal and state safety legislation to the work place.

Learning Objectives

  1. Explain the ultimate responsibility and requirement, in the work place, to enforce all relevant safety legislation and regulations and to respond to regulatory directives.
  2. Describe the legal and ethical obligations of managers, supervisors, and employees to personnel safety.
  3. Explain the significance, components, and applications of Canada Labor Occupational Health and Safety legislation.
  4. Explain the authority, significance, components, and applications of provincial safety regulations, including the role and interactions of the provincial safety inspectors with plant staff.
  5. Explain the requirements for safety compliance training.
  6. Explain right to refuse work legislation and its legal implications.
  7. Explain the authority, significance, and applications of the Workers’ Compensation Board regulations, including the role and interactions of the Board with plant staff.
  8. Describe the function of, and roles and responsibilities for, a worksite health and safety committee.

 

Topic 3 Safe Work Programs

Learning Outcome

Describe comprehensive safe work programs.

Learning Objectives

  1. Identify the components and explain the management of a comprehensive safe work program.
  2. Explain the components and management of a safety training program.
  3. Explain the process of hazard identification, risk assessment and mitigation.
  4. Explain the significance and procedure for safe work planning.
  5. Explain the significance and procedure for safe work permits, including lockouts.
  6. Explain the significance and procedure for confined space entry.
  7. Explain the significance and procedure for hot work.
  8. Explain the significance and procedure for excavations.
  9. Explain the significance and procedure for working at heights.
  10. Explain the significance and components of a contractor safety program.
  11. Explain the components and management of a safety audit program, including roles and responsibilities.
  12. Explain the purpose, components, and procedure for a hazard and operability study.

 

Topic 4 Emergency Response and Incident Investigation

Learning Outcome

Describe emergency response and incident investigation programs.

Learning Objectives

  1. Identify the benefits and typical stakeholders of an emergency response program.
  2. Explain the typical components of an emergency response program.
  3. Explain the process of developing and maintaining an emergency response program, including typical responsibilities and accountabilities.
  4. Explain the procedure for emergency response testing.
  5. Explain the typical components of an incident reporting and investigation program.
  6. Define categories of incidents.
  7. Describe roles and responsibilities for incident initial reporting, investigation, final reporting, and corrective actions.
  8. Explain the significance off and steps required in incident investigation.
  9. Describe a system for managing incident report data, including the communication process and its significance.
  10. Apply an incident reporting and investigation procedure to a case study.

 

Topic 5 Environmental Legislation

Learning Outcome

Identify the authority and application of federal and provincial safety legislation and permits.

Learning Objectives

  1. Explain the ultimate responsibility and requirements to enforce all relevant environmental legislation and regulations and to respond to regulatory directives.
  2. Explain the authority, significance, components, and applications of provincial environmental legislation and regulations, including the role and interactions of the provincial inspectors with plant staff.
  3. Explain the authority, significance, components, and applications of federal environmental legislation and regulations, including the role and interactions of the federal environmental inspectors with plant staff.
  4. Explain the significance and process of identifying and working with typical stakeholders for environmental programs – the Environmental Impact Assessment (EIA) process.
  5. Explain typical compliance requirements for an environmental monitoring program, including equipment calibration and uptime requirements.

 

Topic 6 Environmental Management

Learning Outcome

Explain environmental management programs, including reporting, clean‐up, disposal, and reclamation.

Learning Objectives

  1. Explain the purpose, significance and components of an Environmental Management System.
  2. Describe the ISO 14000 ‐ 14002 standards for an Environmental Management System.
  3. Describe requirements for environmental routine, excursion and exceedance reporting.
  4. Explain the compliance tests for Continuous Emission Monitoring Systems (CEMS) and the significance and procedures for Relative Accuracy Test Audits (RATA).
  5. Explain the responsibilities and procedures for spill containment and cleanup.
  6. Explain the components and development of an environmental audit program.
  7. Explain the procedure for an environmental audit, including the roles and responsibilities for performing and responding to the audit.
  8. Explain the significance, procedures, and regulatory requirements of waste segregation and disposal.
  9. Identify waste streams that require special disposal procedures, including recognition of hazardous wastes.
  10. Explain the significance and general components of Transportation of Dangerous Goods Acts.
  11. Explain the significance and general requirements of hazardous waste transportation.
  12. Describe the purpose, significance, requirements and general process of land reclamation.

Topic 1 Project Management

Learning Outcome

Demonstrate the application of project management practices.

Learning Objectives

  1. Define a project, the role of project management and the makeup of the project stakeholders.
  2. Identify the roles and responsibilities of a typical project team.
  3. Explain in detail the project planning step.
  4. Describe the common tools that are used for project planning and management, including Work Breakdown Structure (WBS), Critical Path Method (CPM) and Gantt charts.
  5. Explain in detail the project execution step, including control processes.
  6. Explain in detail the project completion step, including assessment and reporting.

 

Topic 2 Maintenance Management Practices

Learning Outcome

Explain management practices for typical maintenance programs.

Learning Objectives

  1. Describe how equipment is managed through the concept of asset management.
  2. Explain the purpose, components, and management of a maintenance program including preventive, predictive and corrective maintenance approaches.
  3. Explain the concepts and importance of reliability centred maintenance (RCM) in developing a maintenance program.
  4. Describe the major steps in performing an RCM analysis.
  5. Provide an example of how RCM is applied.
  6. Explain the purpose and process of root cause failure analysis (RCFA).
  7. Describe how maintenance can be optimized.
  8. Describe how a plant turnaround is planned and effectively executed.
  9. Explain the concept, process, and benefits of outsourcing maintenance.
  10. Explain the setting up and management of short‐term maintenance contracts and long‐term service agreements.
  11. Explain the purpose and process of maintenance planning and scheduling.

 

Topic 3 Boiler Repairs

Learning Outcome

Explain quality control programs and specific boiler repair procedures.

Learning Objectives

  1. Explain the National Board of Boiler Inspectors (NBBI) requirements for owner inspection and quality control programs.
  2. Describe in detail the components of owner inspection and quality control programs, including roles and responsibilities, records and reporting procedures.
  3. Describe the roles, responsibilities, and personnel qualifications regarding repairs to boilers.
  4. Explain the detailed procedure for repairs to cracks in boiler parts, including drums and headers.
  5. Explain the detailed procedure for repairs to ruptured boiler tubes.
  6. Explain the management, responsibilities, and procedures for safety valve repairs.

 

Topic 4 Pressure Vessel and Piping Repairs

Learning Outcome

Explain specific pressure vessel and piping inspection and repair procedures.

Learning Objectives

  1. Describe the management roles, responsibilities, and qualifications regarding repairs to pressure vessels and pressure piping.
  2. Explain the concept for fitness for service.
  3. Describe in detail a typical pressure vessel inspection, identifying typical problem areas.
  4. Describe in detail a typical pressure piping inspection identifying common problem areas.
  5. Explain the detailed procedure for typical repairs to cracks in pressure vessels.
  6. Explain the methods and detailed procedures for typical repairs to corrosion in pressure vessels.
  7. Explain the detailed procedure for typical repairs to cracks in pressure piping.
  8. Explain the methods and detailed procedures for typical repairs to corrosion in pressure piping.

 

Topic 5 Non-Destructive Examination

Learning Outcome

Explain the methods, applications, and control of non‐destructive examination.

Learning Objectives

  1. Explain the significance and application of ASME Section V.
  2. Describe radiographic examination.
  3. Describe the process of ultrasonic examination.
  4. Describe the process of dye penetrant examination.
  5. Describe the process of magnetic particle examination.
  6. Describe the process of eddy current examination.
  7. Describe the process of acoustic emission examination.
  8. Explain the selection, management, and control of a non‐destructive examination contractor.

 

Topic 6 Rotating Equipment Maintenance

Learning Outcome

Explain specific maintenance procedures for, and typical maintenance problems of, rotating equipment.

Learning Objectives

  1. Explain the typical maintenance problems of a large steam turbine.
  2. Explain the procedures for inspection and overhaul of a large steam turbine.
3 Explain the typical maintenance problems of a gas turbine.
  1. Explain the procedures for inspection and overhaul of a gas turbine.
  2. Explain the typical maintenance problems of a large multi‐stage pump.
  3. Explain the procedures for inspection and overhaul of a large multi‐stage pump.
  4. Explain the typical maintenance problems of a large generator.
  5. Explain the procedures for inspection and overhaul of a large generator.

 

Topic 7 Rotating Equipment Monitoring

Learning Outcome

Describe the parameters and methods of turbine monitoring and oil analysis.

Learning Objectives

  1. Describe the purpose, importance and types of rotating equipment monitoring.
  2. Explain the concept and significance of turbine thermal expansion, the general principles and placement of measuring devices and the procedures to control.
  3. Explain the concept and significance of turbine differential expansion, the general principle and placement of measuring devices and the procedures to control.
  4. Explain the concept and significance of turbine eccentricity, the general principle and placement of measuring devices and the procedures to control.
  5. Explain the concept of vibration, including typical causes, effects, and locations of vibration in rotating equipment and how it is measured.
  6. Explain the concept and significance of turbine critical speed.
  7. Explain the concept and significance of oil whirl, oil whip, and steam whirl and the design and operational considerations to counter oil whirl.
  8. Describe common oil problems and their effects on rotating equipment and a typical oil sampling and testing program.

Topic 1 Business Management

Learning Outcome

Explain general concepts in plant budgeting, finance, accounting, and inventory control.

Learning Objectives

  1. Explain the concept and significance of the following accounting terms: accounting cycle, dual entry accounting, debits and credits, accrual accounting, revenue and expenses, assets and liabilities, and debt and equity.
  2. Explain the concept and significance of financial statements, including Income Statement, Balance Sheet, Statement of Retained Earnings and Cash Flow Statement.
  3. Explain budget development, control and reporting processes.
  4. Explain typical types of budgets and their significance, including revenue, expense, capital expenditure and production budgets.
  5. Explain the components of plant department budgets.
  6. Explain the significance of a cost/benefit analysis.
  7. Explain the “time value of money” concept and calculate the Net Present Value (NPV) and Internal Rate of Return (IRR) of a proposed investment.
  8. Calculate the Return on Investment (ROI) of a proposed investment.
  9. Explain depreciation, including straight‐line and declining balance depreciation, and the concept and significance of Capital Cost Allowance (CCA).
  10. Describe the components and use of a typical automated inventory system.
  11. Explain the purpose and operation of typical inventory management systems, including fixed‐point, fixed‐interval, max/min, ABC, Just In Time (JIT) and Economic Order Quantity (EOQ).
  12. Explain the concepts and significance of periodic and perpetual inventory systems, Last In First Out (LIFO) and First In First Out (FIFO).
  13. Describe the role of a supplier and the use of strategic partnerships in an inventory management system.

 

Topic 2 Contract Management

Learning Outcome

Explain general concepts and management of contracts.

Learning Objectives

  1. Explain the content and significance of a typical code of ethics of a professional association.
  2. Explain the importance and application of ethical practices in the work place.
  3. Define and explain the legal significance of contract, offer and acceptance.
  4. Explain the significance of contract documentation, and the rights and obligations of a contactor and contractee.
  5. Compare contract types, including: fixed price; cost plus/shared risk; fixed price/cost plus incentive; bonus/penalty; time/material; product/service/resource; and enforceable/unenforceablecontracts.
  6. Describe methods of discharging a contract, including: agreement, performance, impossibility, operation of law, breach, failure to perform and specific performance.
  7. Explain tort and its legal significance; the three basic types of torts, including: intentional, fault‐based or negligent, and strict liability; the distinction between legal and ethical liability.
  8. Explain due diligence and its legal and ethical significance.
  9. Explain “force majeure” and its legal significance.
  10. Explain what is involved in issuing and then completing a tendering process.

 

Topic 3 Problem Solving and Decision Making

Learning Outcome

Explain techniques for structured problem solving and decision making.

Learning Objectives

  1. Explain the importance and application of a structured decision making process.
  2. Describe the eight steps in a rational decision making process.
  3. Compare analytic, conceptual, directive and behavioral decision making styles.
  4. Explain the advantages and disadvantages of group decision making.
  5. Describe the common methods of group decision making, including brainstorming, storyboarding, Nominal Group Technique (NGT) and the Delphi technique.
  6. Apply a problem solving and decision making approach to a typical plant case study.

 

Topic 4 Leadership

Learning Outcome

Discuss models of leadership and motivation.

Learning Objectives

  1. Explain leadership responsibilities and the significance of an effective leadership style.
  2. Explain the Managerial Grid and its significance.
  3. Explain Situational Leadership and its significance.
  4. Compare the concept and significance of traditional objective setting and Management by Objectives (MBO).
  5. Compare methods of communicating goals and objectives.
  6. Explain the Motivation Process
  7. Compare the basic models of individual motivation, including the Hierarchy of Needs, Motivation‐ Hygiene Theory, Goal‐Setting Theory, Reinforcement Theory, Equity Theory, and Expectancy Theory.
  8. Explain the concept and significance of the Social Styles Matrix.

 

Topic 5 Communication and Conflict Resolution

Learning Outcome

Apply principles of communication and conflict resolution in the work place.

Learning Objectives

  1. Compare linear, interactive, and transactive communications and their significance.
  2. Explain the common communication shortcuts and their significance, including selectivity, assumed similarity, stereotyping, and the halo effect.
  3. Explain the significance and effects of conflict in an organization.
  4. Describe interpersonal and intergroup conflict.
  5. Explain the lose/lose, lose/win, win/lose and win/win outcomes of conflict.
  6. Explain assertiveness and cooperativeness and their significance.
  7. Compare avoiding, accommodating, forcing, collaborating and compromising as conflict resolution strategies.
  8. Explain the stages in assertive behavior for conflict resolution.
  9. Describe the concept, significance, responsibilities and typical steps and tactics of a grievance process.
  10. Explain the process of labor/management conflict resolution.
  11. Describe the typical public stakeholders for an organization’s business and the typical communication processes used in dealing with the public.
  12. Explain the public concerns that an organization must address and the appropriate communication methods used in addressing them.

 

Topic 6 Labor Relations

Learning Outcome

Explain principles and models in the management of labor relations and change.

Learning Objectives

    1. Explain management’s right and responsibilities in the enforcement of federal and provincial labor legislation.
    2. Compare management interactions between union and non‐union work forces.
    3. Explain the concept, preparation, and tactics of collective bargaining, including the use of a problem‐ solving approach.
    4. Explain the concepts, significance, roles, and responsibilities during conciliation, arbitration, strike or lockout.
    5. Compare the benefits and significance of permanent and contingent employees.
    6. Explain the purpose and process of human resource planning and capacity planning.
    7. Explain the facilitation of labor relations with a contractor’s workforce.
    8. Describe the types of changes that occur in the workplace, the relationship between workplace change and employee attitude, the psychological costs and benefits of change, and management’s role and responsibilities.
    9. Explain the concept and significance of homeostasis.
    10. Describe the three types of resistance to change (logical, psychological, and sociological), the potential benefits of resistance to change, and the three basic steps to overcome resistance (unfreezing, changing, and refreezing).
    11. Explain the typical strategies used to build support for change, including: use of group forces, leadership for change, participation, shared rewards, negotiation, employee security, and communication.
    12. Explain the purposes and processes of benchmarking.

 

Topic 7 Recruitment and Employee Development

Learning Outcome

Explain principles and models in the management of employee recruitment and development.

Learning Objectives

    1. Explain the purpose and components of a human resource management process.
    2. Explain the legal and ethical constraints on recruitment and selection.
    3. Explain the types and processes of pre‐employment testing.
    4. Explain the purpose, procedure, and limitations of typical interviewing techniques, including behavioraldescriptive interviews.
    5. Explain the significance and components of a training and development program including trainingstandard, roles and responsibilities.
    6. Explain the significance and components of an orientation process.
    7. Explain the purpose and proceeds of a needs assessment and gap analysis
    8. Explain the purpose and process of competency profiling.
    9. Explain the significance and selections of typical training methods, and their relationship to learningstyles.
    10. Explain the significance and progression and cross‐training methods.
    11. Explain the purpose and components of a performance management program, including coaching.
    12. Explain typical models of performance reviews.
    13. Explain the process of corrective and progressive discipline.

 

Topic 8 Management Structures and Organization

Learning Outcome

Discuss principles of organizational structure and the application of work teams.

Learning Objectives

  1. Compare the design and benefits of typical organizational structures, including: scalar, functional, tall/flat and matrix.
  2. Explain the concept and significance of organizational culture.
  3. Explain the significance of a team‐based organizational structure and methods to develop and promoteteamwork.
  4. Compare the significance, benefits, and limitations of supervised and self‐directed work teams.
  5. Describe the characteristics and functioning of a successful work team.
  6. Explain the concept and significance of cross‐functional work teams.