E

SUB-COMMITTEE ON HUMAN ELEMENT, HTW 5/3/1/Add.1

TRAINING AND WATCHKEEPING 13 April 2018
5th session Original: ENGLISH
Agenda item 3

VALIDATED MODEL TRAINING COURSES

Draft new model course on Electro-technical rating

Note by the Secretariat

SUMMARY

Executive summary: This document provides the draft new model course on
Electro-technical rating

Strategic direction, if 1
applicable:

Output: 1.3

Action to be taken: Paragraph 2

Related document: HTW 5/3/1

General

1 The draft new model course on Electro-technical rating referred to in document

HTW 5/3/1 is set out in the annex.

Action requested of the Sub-Committee

2 The Sub-Committee is invited to consider the draft new model course on

Electro-technical rating, as set out in the annex, together with the report of the Review Group,
as set out in document HTW 5/3/1, and take action, as appropriate.

***

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ANNEX

DRAFT NEW MODEL COURSE ON ELECTRO-TECHNICAL RATING

Model
Course

X.XX
ELECTRO-TECHNICAL RATING

2018 Edition

London, 2018

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ACKNOWLEDGEMENTS

The International Maritime Organization (IMO) wishes to express its sincere

appreciation to Republic of the Philippines and the Maritime Industry Authority
(MARINA) of the Philippines for the valuable assistance and cooperation in the
development of this model course.

Copyright © International Maritime Organization 2018

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Foreword

[To be inserted by the Secretariat]

KITACK LIM
Secretary-General

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Contents

Foreword ............................................................................................................................ 3

Introduction ............................................................................................................................ 5

Part A: Course Framework ............................................................................................ 8

Part B: General Outline ................................................................................................ 11

Part C: Detailed Outline ............................................................................................... 17

Part D: Instructor Manual ............................................................................................ 36

Part E: Assessment And Evaluation .......................................................................... 47

Appendix 1 - Sample Assessment Scheme

Appendix 2 - Sample Assessment Plan

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Introduction

■ Purpose of the model courses

The purpose of the IMO model courses is to assist maritime training institutes and their
teaching staff in organizing and introducing new training courses or in enhancing, updating or
supplementing existing training material where the quality and effectiveness of the training
courses may thereby be improved.

It is not the intention of the model course programme to present instructors with a rigid
"teaching package" which they are expected to "follow blindly". Nor is it the intention to
substitute audio-visual or "programmed" material for instructors' presence. As in all training
endeavours, the knowledge, skills and dedication of instructors are the key components in the
transfer of knowledge and skills to those being trained through IMO model course material.

Because educational systems and the cultural backgrounds of trainees in maritime subjects
vary considerably from country to country, the model course material has been designed to
identify the basic entry requirements and trainee target group for each course in universally
applicable terms, and to specify clearly the technical content and levels of knowledge and skill
necessary to meet the intent of IMO conventions and related recommendations.

■ Use of the model course

To use the model course, instructors should review the general outline and detailed outline,
taking into account the information provided under the entry standards specified in the course
framework. The actual level of knowledge and skills and the prior technical education of the
trainees should be kept in mind during this review, and any areas within the detailed syllabus
which may cause difficulties because of differences between the actual trainee entry level and
that assumed by the course designer should be identified. To compensate for such differences,
instructors are expected to delete from the course, or reduce the emphasis on, items dealing
with knowledge or skills already attained by the trainees. Instructors should also identify any
academic knowledge, skills or technical training which they may not have acquired. By
analysing the general outline and the academic knowledge required to allow training in the
technical area to proceed, instructors can design an appropriate pre-entry course or,
alternatively, insert the elements of academic knowledge required to support the technical
training elements concerned at appropriate points within the technical course.

Adjustment of the course objectives, scope and content may also be necessary if in the
national maritime industry the trainees completing the course are to undertake duties which
differ from the course objectives specified in the model course. Within the general outline, the
course designers have indicated their assessment of the time that should be allotted to each
learning area. However, it must be appreciated that these allocations assume that the trainees
have fully met all entry requirements of the course. Instructors should therefore review these
assessments and may need to re-allocate the time required to achieve each specific learning
objective.

■ Lesson plans

Having adjusted the course content to suit the trainee intake and any revision of the course
objectives, instructors should draw up lesson plans based on the detailed syllabus. The
detailed syllabus contains specific references to the textbooks or teaching material proposed
for use in the course. Where no adjustment has been found necessary in the learning
objectives of the detailed syllabus, the lesson plans may simply consist of the detailed syllabus
with keywords or other reminders added to assist instructors in the presentation of the material.

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■ Presentation

The presentation of concepts and methodologies must be repeated in various ways until
instructors are satisfied that the trainee has attained each specified learning objective. The
detailed outline is laid out in learning-objective format and each objective specifies what the
trainee must be able to do as the learning outcome.

■ Implementation

For the course to run smoothly and to be effective, considerable attention must be paid to the
availability and use of:

 properly qualified instructors;

 relevant support staff;
 teaching and other spaces;
 appropriate equipment and teaching aids;
 videos and multi-media presentations;
 textbooks, appropriate technical papers, etc.; and
 other relevant reference material.

Thorough preparation is the key to successful implementation of the course. IMO has produced
"Guidance on the Implementation of IMO Model Courses," which deals with this aspect in
greater detail.

■ Training and the STCW Convention

The standards of competence that have to be met by seafarers are defined in Part A of the
STCW Code in the International Convention on Standards of Training, Certification and Watch
keeping for Seafarers (STCW Convention), 1978, as amended. This IMO model course
addresses the competences and the training that is required to achieve the standards for the
knowledge, understanding and proficiency (KUPs) set out in table A-III/7 of the STCW Code.

Part A provides the framework for the course with its aims and objectives and notes on the
suggested teaching facilities and equipment. A list of useful teaching aids, IMO references and
textbooks is also included.

Part B provides an outline of lectures, demonstrations and exercises for the course. A
suggested timetable is included, but from the teaching and learning point of view, it is more
important that the trainee achieves the minimum standard of competence defined in the
STCW Code than that a strict timetable is followed. Depending on their experience and ability,
some trainees will naturally take longer to become proficient in some topics than in others.
Also included in this section are guidance notes and additional explanations.

A separate IMO model course addresses Assessment of Competence. This course explains
the use of various methods for demonstrating competence and criteria for evaluating
competence as tabulated in the STCW Code.

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Part C gives the Detailed Teaching Syllabus. This is based on the theoretical and practical
knowledge specified in the STCW Code. It is written as a series of learning objectives, in other
words what the trainee is expected to be able to do as a result of the learning experience. Each
of the objectives is expanded to define a required performance of knowledge, understanding
and proficiency. IMO references, textbook references and suggested teaching aids are
included to assist instructors in designing lessons.

The new training requirements for these competences are addressed in the appropriate parts
of the detailed teaching syllabus.

Part D gives guidance notes and additional explanations to instructors on the topics and
learning outcomes listed in Part C. For the various topics, this part presents subject matter
details, activities and recommended presentation and assessment techniques.

Part E presents a generic guide for effective evaluation/assessment of trainees. Parts C and
D of this model course address the generic subject matter of Part E in greater detail.

■ Validation

The guidance contained in this document has been validated by the Sub-Committee on Human
Element, Training and Watchkeeping for use by Administrations and training providers in
developing relevant training programmes for the effective implementation of uniform minimum
standards for training and certification of seafarers. Validation in this context means that the
Sub-Committee has found no grounds to object to the contents of this model course, but has
not granted its approval to the document, as the Sub-Committee does not consider any model
course to be an official interpretation of IMO Instruments.

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Part A: Course Framework

■ Aim

The aim of this model course is to meet the mandatory minimum standards of competence for
seafarers as Electro-Technical Ratings, for the Functions: electrical, electronic and control
engineering; maintenance and repair; and controlling the operation of the ship and care for
persons on board, at the support level specified in table A-III/7 of the STCW Code.

■ Objectives

The objective is to provide trainees with guidance and information to gain knowledge,
understanding and proficiency (KUP) required to achieve the objectives of the learning
outcomes to demonstrate the standard of competence for Electro-Technical Rating set out in
table A-III/7 of the STCW Code.

Specifically at the end of the course, the trainees should be able to successfully demonstrate
their competence at the Support Level in the following functions:

Function 1: Electrical, electronic and control engineering

 safe use of electrical equipment;

 contribute to monitoring the operation of electrical systems and machinery; and

 use hand tools, electrical and electronic measurement equipment for fault
finding, maintenance and repair operations.

Function 2: Maintenance and repair

 contribute to shipboard maintenance and repair; and

 contribute to the maintenance and repair of electrical systems and machinery on

board.

Function 3: Controlling the operation of the ship and care for persons on board
contribute to the handling of stores

 apply precautions and contribute to the prevention of pollution of the marine

environment; and

 apply occupational health and safety precautions.

■ Entry standard

Entry to the course is open to trainees, who have completed the Basic training as per
section A-VI/1 of the STCW Code, and are medically fit in accordance with section A-I/9, that
intend to obtain certification in accordance with the provisions of STCW Convention,
regulation III/7 and section A-III/7 of the STCW Code as Electro-Technical Rating (ETR) on a
seagoing ship powered by a main propulsion machinery of 750 kW power or more.

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■ Course certificate

On successful completion of the requirements of the course, a certificate of completion may

be issued as evidence of achieving the mandatory minimum requirements in accordance with
STCW regulation III/7 and the standard of competence in section A-III/7 of the STCW Code,
for the issuance by the Administration of the appropriate certificate.

■ Course intake limitation

The course intake would be limited by the number of instructors that may be available to
conduct the course effectively. The maximum trainee - instructor ratio may be up to 24 to 1 for
classroom lectures, and 8 to 1 for practical sessions and simulations. Teaching staff should
note that the ratios are suggestions only and should be adapted to suit individual groups of
trainees depending on their experience, ability and equipment available.

■ Staff requirements

Instructors should be appropriately qualified in accordance with the provisions of section A-I/6
of the STCW Code.

All training and assessments carried out, and instructions given, should be by qualified
personnel who understand the specific objectives of the training relating to the competences
of Electro-Technical Rating.

■ Teaching facilities and equipment

For the theoretical part of the course, lectures and exercises should be held in spaces suitable
for the class intake, and equipped with the relevant facilities including relevant multi-media
equipment, to facilitate the delivery of the training through lectures, group exercises and
discussions, as appropriate.

In order to conduct effective practical training, it would be advantageous to the trainees if

training providers could ensure the availability of relevant actual and simulation equipment, as
deemed necessary, that would facilitate the achievement of the learning objectives for the
KUPs in table III/7 of the STCW Code.

■ Teaching aids (A)

A1 Visual presentations

A2 Equipment Manufacturers' Operations, Service Manuals, and Technical Diagrams for

relevant shipboard machinery and equipment

Note: Multi-media training aids such as Videos, Computer Based Training (CBT), etc. may
be used as deemed fit by instructors when presenting this course.

■ IMO references (R)

R1 International Convention on Standards of Training, Certification and Watchkeeping

for Seafarers (STCW), 1978 as amended

R2 International Convention for the Safety of Life at Sea, (SOLAS), 1974, as amended

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R3 International Electro-Technical Commission (IEC) – 60092 Series: Electrical

Installations in Ships

■ Bibliography (B)

B1 Boyd, G & Jackson, L (2013). Instrumentation and Control Systems, Allard n Cole
Nautical, London.
B2 Cadick J. et al, (2005). Electrical safety handbook, 3rd Ed., Mc Graw Hill.
B3 Dalton, D. A (2005). Introduction to Marine Engineering, 2nd Ed.,
Butterworth-Heineman Publication, Oxford.
B4 Fardo S.W, Patric D. R (2009). Electrical power systems technology, TheFairmont
Press, Lilburn.
B5 Fernandez, E. (2010). Marine Electrical Technology, 5th Ed., Mumbai: Shroff
Publishers & Distributors Pvt. Ltd.
B6 Hall, D. T (2014). Practical Marine Electrical Knowledge, 3rd Ed., Witherby
Seamanship International, Edinburgh, Scotland, UK.
B7 Horovitz P., Hill W (1989). The art of electronics, Cambridge University Press.
B8 Lavers, C., Kraal, E. G., & Buyers, S. (2013). Basic Electrotechnology for Marine
Engineers, Allard Cole Nautical, London.
B9 McGoerge, H. D (2008). Marine Auxiliary Machinery, 7th Ed., Butterworth-Heineman
Publication, Oxford.
B10 McGeorge, H. D (1993). Marine Electrical Equipment and Practice, 2nd Ed.,
Butterworth-Heineman Publication, Oxford.
B11 Parr, A. A Hydraulics and Pneumatics: A Technician's and Engineer's Guide, 3rd Ed.
Oxford: Elsevier Butterworth-Heinemann.
B12 Patel, M (2012). Shipboard Electrical Power Systems. CRC Press, FL.
B13 Patel, M (2012). Shipboard Propulsion, Power Electronics and Ocean Energy.CRC
Press, FL.
B14 Payne, J. C (2007). The Marine Electrical and Electronics Bible, 3rd Ed., Sheridan
House, NY.
B15 Richards, S (2013). Electronics, Navigational Aids and Radio Theory for
Electrotechnical Officer, Allard Cole Nautical, London.
B16 Roy, G. J (1994). Instrumentation and Control. Butterworth-Heineman Publication,
Oxford.
B17 Russel, P. A, Morton, T. D & Jackson, L (2013). General Engineering Knowledge for
Marine Engineers, 5th Ed., Allard Cole Nautical, London.
B18 Russel, P. A, Morton, T. D, Jackson, L. & Prince, A. S (2013). Motor Engineering
Knowledge for Marine Engineers, Bloomsbury Publishing, London.
B19 Watson, G. O (1990). Marine Electrical Practice, 6th Ed., Butterworth-Heineman
Publication, Oxford.

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Part B: General Outline

■ Lectures

As far as possible, lectures should be presented within a familiar context and should make use
of practical examples. They should be well illustrated with diagrams, pictures and videos where
appropriate, and must be related to those skills that will be necessary for the performance of
duties on board ships.

An effective manner of presentation would be to develop techniques to transfer information

and then reinforce the information. For example, share with the trainees briefly what instructors
are about to present to them; then cover the topic in detail; and, finally, summarize what
instructors have shared with them. The use of audio-visual aids, hand-outs and notes will all
contribute to the effectiveness of the learning process.

■ Course timetable

Teaching staff should note that the suggested hours for lectures, demonstrations and practical
work, and length of time allocated to each objective within the sequence is for indicative
purposes only. These factors may be adapted by instructors to suit individual groups of trainees
depending on their experience, ability, equipment and the number of instructors available for
teaching.

Development of a detailed timetable depends on the level of skills of the trainees entering the
course, and any revision that may be required of basic principles.

Instructors must develop their own timetable depending on:

 the level of skills of trainees;

 the numbers to be trained; and
 the number of instructors,

and normal practices at the training establishment.

Preparation and planning constitute an important factor which makes a major contribution to
the effective presentation of any course of instruction.

Care should be taken when indicating the total hours for the model course and each subject
presented in a model course. The approval of a detailed timetable is best left to Administrations
due to their understanding of the candidates' knowledge and skills, the class size and the
resources available to each training provider.

■ General Outline

The tables below list the competences and the knowledge, understanding and proficiency
(KUPs) for this course in the sequence they are listed in table A-III/7 of the STCW Code,
together with a suggested total hours required for lectures and any practical exercises.
Teaching staff should note that the suggested timings are for indicative purposes only, and
session timing should be adapted to suit individual groups of trainees depending on their
experience, ability, equipment and staff available for training.

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General Outline

Function 1: Electrical, electronic and control engineering at the support level

Time Allocation
Subject Area
Demonstration/
Theoretical
Practical Work

1.Course Introduction 0.5 -

2.Safe use of electrical equipment

2.1 Safe Use and operation of electrical equipment

2.1.2 Safety precautions 1.5 -

2.1.2 Isolation procedures 2.0 4.0

2.1.3 Emergency procedures 2.0 -

2.1.4 Voltage levels 2.0 -

2.2 Knowledge of the causes of Electric shock and

precautions to be observed to prevent shock

2.2.1 Causes of electric shock 2.0 -

2.2.2 Precautions to prevent electric shock 2.0 -

3. Contribute to monitoring the operation of electrical

systems and machinery
3.1 Basic knowledge of the operation of Mechanical
engineering systems:

3.1.1 Prime movers, including main propulsion plant 8.0 8.0

3.1.2 Engine-room auxiliary machinery 8.0 8.0

3.1.3 Steering systems 4.0 4.0

3.1.4 Cargo-handling systems 4.0 4.0

3.1.5 Deck machineries 4.0 4.0

3.1.6 Hotel systems 4.0 4.0

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Time Allocation
Subject Area
Demonstration/
Theoretical
Practical Work
3.2 Basic knowledge of:

3.2.1 Electro-technology and electrical machines 12.0 12.0

theory
3.2.2 Electrical power distribution boards and
12.0 12.0
electrical equipment

3.2.3 Fundamentals of automation, automatic

8.0 22.0
control systems and technology
3.2.4 Instrumentation, alarm and monitoring
8.0 12.0
systems
3.2.5 Electrical drives
8.0 12.0
3.2.6 Electro-hydraulic and electro-pneumatic
12.0 12.0
control systems

3.2.7 Coupling, load sharing and changes in

8.0 12.0
electrical configuration

4. Use hand tools, electrical and electronic

measurement equipment for fault finding,
maintenance and repair operations
4.1 Safety requirements for working on shipboard
2.0 2.0
electrical systems

4.2 Application of safe working practices

2.0 2.0
Basic knowledge of:

4.3 Construction and operational characteristics of 4.0 4.0

shipboard AC and DC systems and equipment

4.4 Use of measuring instruments, machine tools, and 8.0 24.0

hand and power tools

Sub-total 128.0 162.0

Total training hours 290 hours

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Function 2: Maintenance and repair at the support level

Time Allocation
Subject Area
Demonstration/
Theoretical
Practical Work

1. Course Introduction 0.5 -

2. Contribute to shipboard maintenance and repair

2.1 Ability to use lubrication and cleaning materials 1.0 1.0

and equipment

2.2 Knowledge of safe disposal of waste materials 1.0 1.0

2.3 Ability to understand and execute routine 1.0 2.0

maintenance and repair procedures

2.4 Understanding manufacturer's safety guidelines 1.5 2.0

and shipboard instructions

3. Contribute to the maintenance and repair of

electrical systems and machinery on board
Safety and emergency procedures

3.1 Basic knowledge of electro-technical drawings 2.0 4.0

and safe isolation of equipment and associated
systems required before personnel are permitted
to work on such plant or equipment

3.2 Test, detect faults and maintain and restore 4.0 6.0
electrical control equipment and machinery to
operating conditions

3.3 Electrical and electronic equipment operating in 2.0 4.0

flammable areas

3.4 Basics of ship's fire-detection system 1.0 2.0

3.5 Carrying out safe maintenance and repair 1.0 4.0

procedures

3.6 Detection of machinery malfunction, location of 2.0 2.0

faults and action to prevent damage

3.7 Maintenance and repair of lighting fixtures and 1.0 2.0

supply systems

Sub-total 18 30

Total training hours 48 hours

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Function 3: Controlling the operation of the ship and care for persons on board at the
support level

Time Allocation
Subject Area
Demonstration/
Theoretical
Practical Work

1. Course Introduction 0.5 -

2. Contribute to the handling, stowing and securing 2.5 2.0

of stores
2.1 Knowledge of procedures for safe handling,
stowage and securing of stores

3. Apply precautions and contribute to the

prevention of pollution of the marine environment

3.1 Knowledge of the precautions to be taken to 4.0 -

prevent pollution of the marine environment

3.2 Knowledge of use and operation of anti- 4.0 4.0

pollution equipment/agent

3.3 Knowledge of approved methods for disposal of 2.0 2.0

marine pollutants

4. Apply occupational health and safety procedures

4.1 Working knowledge of safe working practices

and personal shipboard safety, including:
1.0 1.0
4.1.1 Electrical safety
4.1.2 Lockout/tag-out 1.0 1.0

4.1.3 Mechanical safety 1.0 1.0

4.1.4 Permit to work systems 1.0 1.0

4.1.5 Working aloft 1.0 1.0

4.1.6 Working in enclosed spaces 1.0 2.0

4.1.7 Lifting techniques and methods of
1.0 2.0
preventing back injury
4.1.8 Chemical and bio-hazard safety
1.0 1.0
4.1.9 Personal safety equipment
1.0 2.0

Sub-total 22 20

Total training hours 42 hours

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Summary:

Time Allocation
Function
Demonstration/
Theoretical
Practical Work

1. Electrical, Electronic and Control

128 162
Engineering at the Support Level

2. Maintenance and Repair at the Support

18 30
Level

3. Controlling the Operation of the Ship and

Care for Persons on board at the support 22 20
level

168 212
Total training hours
380

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Part C: Detailed Outline

The detailed outline has been written in learning outcomes format in which the outcome
describes what the trainee must do to demonstrate that the specified knowledge or skill has
been acquired and the proper attitude has been developed. All the outcomes are understood
to be prefixed by the words, "At the end of the session, the trainees should be able to
…………."

Function 1: Electrical, electronic and control engineering at the support level

IMO Other Teaching

Learning Outcome
Reference References Aid
1. Course Introduction
R1 B2 A1
.1 explain the importance of acquiring the
competences for an effective and safe
performance of duties and functions as
electro-technical rating
.2 identify the competences in
table A-III/7for the function electrical,
electronic and control engineering at the
support level
2. Safe use of electrical equipment
R1, R2, R3, B2, B4, B5, A1, A2
B6, B7, B8,
2.1 Safe use and operation of electrical B10, B12
equipment B14, B18
B19
2.1.1 Safety precautions
.1 explain safety instructions before
commencing work or repair with
electrical equipment and
machinery
.2 observe safety procedures prior to
commencing work on shipboard
electrical systems, machinery and
equipment in a given laboratory
exercise

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IMO Other Teaching

Learning Outcome
Reference References Aid

2.1.2 Isolation procedures

.1 explain isolation procedure of
various electrical systems,
machinery and equipment
.2 isolate electrical systems,
machinery and equipment from a
power source in accordance with
appropriate procedures
.3 observe proper communications in
the execution of isolation task
2.1.3 Emergency procedures

.1 explain the emergency

procedures applicable to a given
emergency situation
.2 recognize potential electrical
hazards and unsafe equipment in
a given scenario
.3 apply the emergency procedures
in a given a scenario involving
electrical shock
.4 make a report on an observed
electrical hazard and unsafe
equipment in accordance with
prescribe procedure

2.1.4 Voltage levels

.1 describe the procedures and

precautionary measures
associated with various voltage
levels and sources on board ship
.2 explain safe voltages for hand-
held equipment
.3 explain the risks associated with
high voltages

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IMO Other Teaching

Learning Outcome References
Reference Aid
2.2 Knowledge of the causes of electric
R1, R2, R3 B2, B5, B6, A1, A2
shock and precautions to be observed B8
to prevent shock

2.2.1 Causes of electric shock

.1 explain various sources and causes

of electric shock on board
.2 identify hazards associated with
electric shock
.3 recognize potential electrical
hazards and unsafe equipment in a
given scenario
.4 make a report on an observed
electrical hazard and unsafe
equipment in accordance with
prescribe procedure

2.2.2 Precautions to prevent electric

shock

.1 identify precautionary measures to

prevent electric shock
.2 explain first aid procedures in the
event of an electrical shock

3. Contribute to monitoring the operation of

R1, R2, R3, B1, B2, B3, A1, A2
electrical systems and machinery B4, B5, B6,
B7, B8, B9,
3.1 Basic knowledge of the operation of B10, B11,
mechanical engineering systems B12, B13,
B14, B16,
3.1.1 Prime movers and propulsion B17, B18
plant B19

.1 identify the operational parameters

of electrical systems and
equipment associated with the
propulsion plant in accordance with
operating manuals
.2 describe the performance levels of
all parameters to be monitored on
the propulsion plant in accordance
with technical specifications

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IMO Other Teaching

Learning Outcome
Reference References Aid
.3 explain the operating principles of
prime movers and propulsion plant
in accordance with operating
manuals

3.1.2 Engine-room auxiliary

machineries

.1 identify the operational parameters

of engine-room auxiliary
machineries and equipment
associated with a propulsion plant
that must be monitored in
accordance with operating
manuals
.2 describe the performance levels of
all parameters to be monitored on
the engine-room auxiliary
machineries and equipment in
accordance with technical
specifications
.3 explain the operating principles of
engine-room auxiliary machineries
in accordance with operating
manuals

3.1.3 Steering systems

.1 identify the operational parameters

of vessel steering machinery and
equipment and machinery that
must be monitored in accordance
with operating manuals
.2 describe the performance levels of
all parameters monitored on a
vessel steering machinery and
equipment, in accordance with the
manufacturer's operating manual,
of the following steering types:
- ram type;
- rotary vane;
- azipod drive; and
- directional water-jet

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.3 explain the operating principles of

steering systems in accordance
with operating manuals
3.1.4 Cargo-handling systems
.1 identify the operational parameters
of vessel cargo handling
machinery and equipment that
must be monitored in accordance
with operating manuals
.2 describe the performance levels of
all parameters monitored on a
vessel cargo handling machinery
and equipment, in accordance with
the manufacturer's operating
manual, of the following
equipment:
- winches or derricks;
- cranes;
- variable and constant speed
motors; and
- variable and constant pumps
.3 explain the operating principles of
cargo-handling systems in
accordance with operating
manuals

3.1.5 Deck machineries

.1 identifies the operational
parameters of vessel deck
machinery and equipment that
must be monitored in accordance
with operating manuals
.2 describe the performance levels of
all parameters monitored on a
vessel deck machinery and
equipment, in accordance with the
manufacturer's operating manual,
including the following equipment:
- tension winches;
- windlass;
- capstans;

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- hatch covers;
- ramp controls; and
- segregation doors
.3 explain the operating principles of
deck machineries in accordance
with operating manuals
3.1.6 Hotel systems
.1 identify the operational parameters
of vessel hotel machinery and
equipment that must be monitored
in accordance with operating
manuals

.2 describe the performance levels of

all parameters monitored on a
vessel hotel machinery and
equipment, in accordance with the
manufacturer's operating manual,
including the following equipment:
- vent dampers;
- accommodation heating;
- air conditioning and ventilation;
- sanitary systems and
equipment;
- potable systems and equipment;
- sewage systems and
equipment;
- galley equipment and laundry
equipment;
- communication devices; and
- entertainment systems
.3 explain the operating principles of
hotel systems in accordance with
operating manuals

3.2 Basic knowledge of:

3.2.1 Electro-technology and electrical
machines theory
.1 explain electro-technology and
electrical machines theories

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.2 cite specific onboard applications

of electro-technology and electrical
machines theories
.3 explain the principle of operation
of various types of electrical
machines installed onboard

3.2.2 Electrical power distribution boards

and electrical equipment
.1 explain arrangement of shipboard
electrical power distribution
system
.2 identify electrical equipment
comprising the electrical power
distribution system
.3 identify devices, instruments and
electrical equipment installed in
electrical power distribution boards
.4 determine parameters to be
monitored in the electrical
distribution boards in accordance
with operating manual
3.2.3 Fundamentals of automation,
automatic control systems and
technology
.1 cite onboard operations
controlled by automatic control
systems and technology
.2 explain principles of operation of
automatic control systems
.3 identify the component parts that
constitutes an automatic control
system and explain their function
.4 determine parameters to be
monitored in automatic control
systems in accordance with
operating manual

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3.2.4 Instrumentation, alarm and

monitoring systems
.1 explain how parameters to be
monitored are measured using
various devices or instruments
installed in machineries and
equipment, including in alarm
systems
.2 identify devices and instruments
used in measuring various
parameters
.3 explain the principles of operation
of various measuring devices and
instruments
3.2.5 Electrical drives
.1 cite shipboard operations
employing electrical drives
.2 identify component parts of
electrical drives
.3 explain the function of each
component parts of an electrical
drive
.4 explain the principle of operation
of electrical drives
.5 determine parameters to be
monitored in electrical drives in
accordance with operating
manual
3.2.6 Electro-hydraulic and
electro-pneumatic control systems
.1 cite shipboard operations
employing electro-hydraulic and
electro-pneumatic control
systems
.2 identify component parts of
electrical electro-hydraulic and
electro-pneumatic control
systems

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.3 explain the function of each

component parts of an electro-
hydraulic and electro-pneumatic
control systems
.4 explain the principle of operation
of electro-hydraulic and electro-
pneumatic control systems
.5 determine parameters to be
monitored in electro-hydraulic
and electro-pneumatic control
systems in accordance with
operating manual
3.2.7 Coupling, load sharing and
changesin electrical configuration

.1 explain circumstances on board

ship which may lead to changes
in electrical configuration
.2 explain the procedure in load
sharing
.3 determine parameters to be
monitored in load sharing
operations in accordance with
operating manual

4. Use hand tools, electric and electronic R1, R2, R3 B2, B3,B4, A1, A2
measuring equipment for fault finding, B5, B6, B7,
maintenance and repair operations B8, B9,
B10, B12,
4.1 Safety requirements for working on
B13, B14,
shipboard electrical systems
B17, B18
.1 explain safety requirements for B19
working on shipboard electrical
systems
.2 apply safety requirements
involving shipboard electrical
systems in accordance with the
Safety Management System
(SMS) manual in a given
laboratory activity

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4.2 Application of Safe working

practices
Basic knowledge of:
.1 explain the principles and
procedures on safe working
practices
.2 observe safe working practices
principles and procedures when
performing tasks in a given
laboratory activity
4.3 Construction and operational
characteristics of shipboard AC and
DC systems and equipment
.1 explain the principle of operation
of alternating current (AC) and
direct (DC) circuits
.2 describe the construction and
operational characteristics of
shipboard AC and DC systems
and equipment
.3 differentiate the characteristics
between shipboard AC and DC
electrical systems and equipment
4.4 Use of measuring instruments,
machine tools, and hand and power
tools
.1 select appropriate hand tools,
measuring instruments and
testing equipment and inspects
and repairs electrical equipment
and machinery in the most
efficient and safe manner in a
given task

.2 use hand tools correctly and

inspect, maintain and repair
electrical equipment and
machinery in the safest and most
efficient manner in accordance
with the manufacturer's
guidelines

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.3 use measuring instruments and

testing equipment correctly and
record results accurately and
electrical equipment functions
properly after maintenance and
repair tasks are completed

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Function 2: Maintenance and repair at the support level

IMO Other Teaching

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Reference Aid

1. Course Introduction R1 B2 A1
.1 explain the importance of acquiring the
competences for an effective and safe
performance of duties and functions as
electro-technical rating
.2 identify the competences in table A-III/7
for the function maintenance and repair at
the support level

2. Contribute to shipboard maintenance and R1, R2, R3 B2, B3,B4, A1, A2

repair B5, B6, B7,
B8, B9,
2.1 Ability to use lubrication and
B10, B12,
cleaning materials and equipment
B13, B14,
.1 use lubrication and cleaning materials B17, B18
for maintenance and repair works in B19
accordance with the manufacturer's
safety and technical specifications and
accepted industry practices in a given
exercise
2.2 Safe disposal of waste materials
.1 dispose of waste materials in a safe
manner in accordance with the
manufacturer's safety and technical
specifications, national and
international laws, and accepted
industry practices in a given exercise
2.3 Routine maintenance and repair
procedures
.1 explain maintenance and repair
procedures in accordance with
manufacturers' manual and technical
specifications
.2 conduct maintenance and repair in
accordance with prescribed
procedures in a given simulated
scenario

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2.4 Understanding manufacturers'

safety guidelines and shipboard
instructions
.1 observe the manufacturer's and
shipboard safety protocols and
directions in a given exercise

3. Contribute to the maintenance and R1, R2, R3 B2, B3,B4, A1, A2

repair of electrical systems and B5, B6, B7,
machinery on board B8, B9,
B10, B12,
Safety and emergency procedures
B13, B14,
3.1 Basic knowledge of electro- B17, B18
technical drawings and safe B19
isolation of equipment and
associated systems required before
personnel are permitted to work
such plant or equipment
.1 use ship's technical drawings and
schematics to interpret out of range
parameters or faults
.2 isolate plant machinery and
equipment in accordance with
shipboard safety procedures and
technical specifications
.3 select and use appropriate measuring,
calibrating and test instruments
3.2 Test, detect faults and maintain and
restore electrical control equipment
and machinery to operating
conditions
.1 test the performance and detect
potential faults of electrical equipment
and machinery after a maintenance
procedure has been completed

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3.3 Electrical and electronic equipment

operating in flammable areas
.1 cite electrical and electronic
equipment on board ship
operating in flammable areas
.2 explain precautionary measures to
be observed in working with
electrical and electronic equipment
operating in flammable areas
.3 take precautionary measures in
working with electrical and
electronic equipment in a given
scenario
3.4 Basics of ship's fire-detection
system
.1 identify types and location of ship's
fire-detection system on board
ship
.2 explain the operation of ship's fire-
detection system
.3 explain maintenance procedure of
ship's fire-detection system
3.5 Carrying out safe maintenance and
repair procedures
.1 dis-assemble plant machinery and
equipment in accordance with
shipboard maintenance
requirements and technical
manuals in a laboratory
.2 assemble plant machinery and
equipment in accordance with
shipboard maintenance
requirements and technical
manuals in a laboratory

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3.6 Detection machinery malfunction,

location of faults and action to
prevent damage
.1 compare system and machinery
performance data to
manufacturer's technical
specifications to identify system
and machinery malfunctions
.2 identify appropriate actions to
prevent damage to machineries
3.7 Maintenance and repair of lighting
fixtures and supply systems
.1 explain maintenance and repair
procedures of shipboard lighting
fixtures and supply systems
.2 perform maintenance and repair to
shipboard lighting fixtures and
supply systems in a laboratory

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Function 3: Controlling the operation of the ship and care for persons on board at the
support level

IMO Other Teaching

Learning Outcome
Reference References Aid

1. Course Introduction R1 B2 A1
.1 explain the importance of acquiring the
competences for an effective and safe
performance of duties and functions as
electro-technical rating
.2 identify the competences in table A-III/7
for the function controlling the operation of
the ship and care for persons on board at
the support level

2. Contribute to the handling, stowing and R1, R2, R3 B2, B3,B4, A1, A2
securing of stores B5, B6, B7,
B8, B9,
2.1 Knowledge of procedures for safe
B10, B12,
handling, stowage and securing of
B13, B14,
stores
B17, B18
.1 explain the procedures of safe B19
handling, stowage and securing of
stores in accordance with established
safety practices and equipment
operating instructions
.2 observe consistent communication
within operator's area of responsibility
in a given scenario

3. Prevention of pollution of the marine R1, R2, R3 B2, B3,B4, A1, A2

environment B5, B6, B7,
B8, B9,
3.1 Knowledge of the precautions to
B10, B12,
prevent pollution of the marine
B13, B14,
environment
B17, B18
.1 describe sources of shipboard B19
operational pollution
.2 explain precautions to prevent pollution
of the marine environment based on
the SMS manual

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3.2 Knowledge of use and operation of

anti-pollution equipment/ agent
.1 identify anti-pollution equipment/agents
appropriate to a given source of
operational pollution and its location on
board ship
.2 explain the use and operation of the
appropriate anti-pollution
equipment/agents in a given situation
3.3 Approved methods for disposal of
marine pollutants
.1 describe the approved methods for
disposal of marine pollutants
.2 identify the equipment used in
disposing of marine pollutants
4. Apply occupational health and safety R1, R2, R3 B2, B3,B4, A1, A2
procedures B5, B6, B7,
B8, B9,
4.1 Working knowledge of safe working
B10, B12,
practices and personal shipboard
B13, B14,
safety, including:
B17, B18
4.1.1 Electrical safety B19
.1 explain electrical safety
procedures to safeguard
personnel and the vessel
.2 apply electrical safety
procedures in a given exercise
4.1.2 Lockout/tag-out
.1 explain the principles of lock-
out/tag-out safety procedures
.2 apply lock-out/tag-out
procedures in accordance with
good engineering principles in a
given exercise

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4.1.3 Mechanical safety

.1 explain safety measures when
working with mechanical
equipment
.2 observe safety measures in
working with various
mechanical equipment in a
given exercise
4.1.4 Permit to work systems
.1 explain and apply safe working
practices and personal
shipboard safety including
permit to work systems in a
given exercise
4.1.5 Working aloft
.1 explain occupational health and
safety procedures when
working aloft
.2 apply safe working practices
and personal shipboard safety
when working aloft in a given
exercise
4.1.6 Working in enclosed spaces
.1 explain occupational health and
safety procedures when working
in enclosed spaces
.2 apply safe working practices
and personal shipboard safety
when working in enclosed
spaces in a given exercise

4.1.7 Lifting techniques and

methods of preventing back
injury
.1 explain occupational health
and safety procedures relating
to lifting and the methods of
preventing back injury
.2 apply lifting techniques and
methods of preventing back
injury in a given exercise

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4.1.8 Chemical and biohazard safety

.1 explain occupational health
and safety procedures when
working with chemicals and
bio-hazardous materials
.2 safe working practices and
personal shipboard safety
when working with chemical
and bio hazardous materials in
a given exercise
4.1.9 Personal safety equipment
.1 identify personal safety
equipment available on board
a ship
.2 explain the procedure of using
personal safety equipment

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Part D: Instructor Manual

■ Introduction

Based on Knowledge, Understanding and Proficiency (KUPs) in Part C, the Instructor Manual
is intended to provide guidance and more detailed information to Instructors who use IMO
model courses that is relevant to the organization and structuring of the learning objectives,
sequence of lectures, possible problems and solutions during the course. The course is
structured to reflect the KUPs as specified in tables A-II/2 and A-III/2 of the STCW Code.

The Instructor Manual and its Guidance Notes provide highlights and a summary of the topics
that are to be presented. The manual provides information on teaching methodology and
organization, and the areas that are considered appropriate and important to achieve the
relevant learning outcomes. Instructors should prepare relevant lesson plans for the delivery
of each topic of the course specifying the teaching strategy and method to be used, and
describe the learning activities of the trainees.

The Guidance Notes is presented in accordance with Course Outline wherein the subject area
is divided into three (3) functions, as follows:

FUNCTION 1: ELECTRICAL, ELECTRONIC AND CONTROL ENGINEERING AT THE

SUPPORT LEVEL

.1 Course Introduction;
.2 Safe Use of Electrical Equipment;
.3 Contribute to monitoring the operation of electrical systems and machinery; and
.4 Use hand tools, electric and electronic measuring equipment for fault finding,
maintenance and repair operations.

FUNCTION 2: MAINTENANCE AND REPAIR AT THE SUPPORT LEVEL

.1 Course Introduction;
.2 Contribute to shipboard maintenance and repair; and
.3 Contribute to the maintenance and repair of electrical systems and machinery
on board.

FUNCTION 3: CONTROLLING THE OPERATION OF THE SHIP AND CARE FOR

PERSONS ON BOARD AT THE SUPPORT LEVEL

.1 Course Introduction;
.2 Contribute to the handling, stowing and securing of stores;
.3 Apply precautions and contribute the prevention of pollution of the marine
environment; and
.4 Apply occupational health and safety procedures.

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■ GUIDANCE NOTES FOR LECTURES AND PRACTICAL ACTIVITIES

Function 1: Electrical, electronic and control engineering at the support level

1. Course Introduction

The introductory lesson in this function emphasizes the importance of being able to
demonstrate the competences for the effective and safe performance of duties and functions
as electro-technical rating. Instructors should explain to the trainees the expected learning
outcomes, by using examples of tasks undertaken on board ships, to facilitate a general
understanding of the course objectives.

The following competences in the STCW Code, table A-III/7 for the function electrical,
electronic and control engineering at the support level should be explained and matched with
specific tasks and operations on board:

- safe use of electrical equipment;

- contribute to monitoring the operation of electrical systems and machinery; and
- use hand tools, electrical and electronic measuring equipment for fault finding,
maintenance and repair operations.

2. Safe Use of Electrical Equipment

2.1 Safe use and operation of electrical equipment

2.1.1 Safety precautions

Working safely with electrical equipment cannot be overemphasized such that the
safety instructions before commencing work or repair with various electrical
equipment and machineries on board ships shall be thoroughly explained.

The safety precautions and safety procedures, in SMS manuals, manufacturer's

manual and/or company policies, prior to commencing work on shipboard electrical
systems, machinery and equipment shall be presented and observed when
performing assigned tasks in a laboratory exercise, including the use of work permits
and appropriate personal protective equipment (PPE).

2.1.2 Isolation procedures

One of the ways of ensuring safety when working with electrical systems is having
knowledge of isolation procedures of various electrical systems, machinery and
equipment, which is the focus of the discussion and practical laboratory exercise in
this topic.

The isolation procedure would be put into practice during the practical laboratory
exercise with electrical systems, machinery and equipment. Another important skill to
be practiced during the practical laboratory exercise is to observe the proper
communications in the execution of isolation tasks.

2.1.3 Emergency procedures

As various types of emergencies may possibly occur on board ships, this topic aims
to explain the appropriate emergency procedures based on an approved SMS manual
and suitable to a specific type of emergency situation, to ensure safety of the crew,
cargo and the vessel.
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In a practical exercise, trainees will be required to recognize electrical hazards and

unsafe equipment. They will be able to learn about report preparation and applying
emergency procedures.

2.1.4 Voltage levels

This topic focuses on the precautionary measures and procedures to be observed

when working with various voltage levels and electrical power sources in various loads
on board a ship. The safe voltage requirements for hand-held equipment should be
explained and the consequent risks associated with high voltages.

2.2 Knowledge of the causes of electric shock and precautions to be observed to

prevent shock

2.2.1 Causes of electric shock

In this topic, instructors should emphasize to trainees that various sources of electrical
shock on board vessels that expose crew to hazards and risks will be identified.

Instructors should provide information and guidance, in practical laboratory exercises,

to trainees on how to recognize electrical hazards and unsafe equipment, and the
procedure of report preparation will be practiced.

2.2.2 Precautions to prevent electric shock

Instructors should provide trainees with information and guidance on the

precautionary measures to be taken for the prevention of electric shock, including the
use of appropriate tools and measuring equipment. The appropriate first aid
procedure to be applied in providing immediate medical or first aid attention in the
event of an electrical shock should also be included under this topic.

3. Contribute to monitoring the operation of electrical systems and machinery

3.1 Basic knowledge of the operation of mechanical engineering systems

3.1.1 Prime movers and propulsion plant

The learning objective of this topic is for trainees to learn how to identify the
operational parameters of various electrical systems and equipment on board ships
that are associated with the propulsion plant, based on the respective operating
manuals.

In practical laboratory exercises, trainees will be able to observe and describe the
desired performance levels of relevant parameters to be monitored on the propulsion
plant, based on technical specifications, and the appropriate actions to be taken when
parameters reach abnormal levels.

3.1.2 Engine-room auxiliary machineries

As electro-technical ratings work with engine-room auxiliary machinery, they are

expected to initially identify the operational parameters to be monitored in accordance
with operating manuals. In practical laboratory exercises, the desired performance
levels of such parameters would be described based on technical specifications.

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3.1.3 Steering systems

This topic focuses on identifying the operational parameters of a ship's steering gear
and equipment that must be monitored during the actual performance of their duties
as electro-technical rating. Upon identification, the normal performance levels should
be described and noted when monitored during a laboratory exercise, and compared
with manufacturer's operating instructions for the following steering types:

- ram type;
- rotary vane;
- azipod drive; and
- directional water-jets.

3.1.4 Cargo-handling systems

In this topic, trainees will be able to learn how to identify the operational parameters
in accordance with operating manuals of a ship's cargo handling machinery and
equipment.

Trainees will be able to learn how to monitor the normal performance levels of all
parameters within a ship's cargo handling machinery and equipment during practical
laboratory exercises against the manufacturer's operating instructions for the
following equipment:

- winches or derricks;
- cranes;
- variable and constant speed motors; and
- variable and constant pumps.

3.1.5 Deck machineries

This lesson will provide information for trainees to gain knowledge to identify the
operational parameters of various deck machinery and equipment to be monitored in
the performance of their tasks as electro-technical rating.

Further, trainees will be able to learn to monitor the performance levels of all
parameters of a ship's deck machinery and equipment in practical laboratory
exercises, and to compare such levels with the manufacturer's operating instructions
for the following equipment:

- tension winches;
- windlass;
- capstans;
- hatch covers;
- ramp controls; and
- segregation doors.

3.1.6 Hotel systems

This topic provides information for trainees to gain knowledge to identify the
operational parameters of a ship's hotel machinery and equipment that are required
to be regularly monitored.

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Through practical laboratory exercises, trainees will be able to describe the

performance levels of all parameters and compare them with manufacturer's
operating instructions, for the following equipment:

- vent dampers;
- accommodation heating;
- air conditioning and ventilation;
- sanitary systems and equipment;
- potable systems and equipment;
- sewage systems and equipment;
- galley equipment and laundry equipment;
- communication devices; and
- entertainment systems.

3.2 Basic knowledge of:

3.2.1 Electro-technology and electrical machines theory

In discussing the electrical engineering systems, trainees will be able to learn the
theory of electro-technology and the principles of operation of electrical machines.
Demonstrated in this topic is the procedure of operating various types of electrical
machines installed on board.

3.2.2 Electrical power distribution boards and electrical equipment

Using illustrations, instructors should introduce trainees to shipboard electrical power

distribution systems and arrangements. Trainees should gain knowledge to be able
to identify the electrical equipment that comprises the electrical power distribution
system. Trainees should be able to identify devices, instruments and electrical
equipment installed in electrical power distribution boards, during practical laboratory
exercises. Trainees should be able to describe each parameter to be monitored in the
electrical distribution boards in accordance with relevant operating instructions.

3.2.3 Fundamentals of automation, automatic control systems and

technology

This topic will provide information to electro-technical ratings on the parameters to be

monitored in automatic control systems and compared with operating manual, and
introduce them to various onboard operations wherein automatic control systems and
technology are applied. Trainees will be able to gain knowledge on the basic principles
of operation of automatic control systems and to be able to identify the component
parts that constitute an automatic control system and their function, in a practical
laboratory exercise.

3.2.4 Instrumentation, alarm and monitoring systems

This topic provides information, through practical laboratory exercises, for trainees to
gain knowledge in identifying parameters to be monitored and measured in various
devices or instruments installed in machinery and equipment, including in alarm
systems. Trainees would be able learn to use devices and instruments used in
measuring various parameters. Finally, trainees will be able to learn the principles of
operation of various measuring devices and instruments.

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3.2.5 Electrical drives

Instructors should provide information to trainees to gain the knowledge to be able to

cite shipboard operations employing electrical drives and identify the component
parts. They will also learn the function of each component part and explain the
principle of its operation. Trainees will be able to learn through practical laboratory
exercises how to identify the normal parameters to be monitored in accordance with
operating instructions.

3.2.6 Electro-hydraulic and electro-pneumatic control systems

In this topic, Instructors should provide information, in practical laboratory exercises,

for trainees to gain knowledge and understanding of onboard operations that employ
electro-hydraulic and electro-pneumatic control systems. Trainees will be able to
identify component parts of electrical electro-hydraulic and electro-pneumatic control
systems and explain their functions and principles of operation, and identify the
parameters to be monitored.

3.2.7 Coupling, load sharing and changes in electrical configuration

Instructors should provide information to trainees about various circumstances on

board ships which may lead to changes in electrical configuration. Through practical
laboratory exercises, trainees will be able to gain knowledge of the procedures for
load sharing and determine parameters to be monitored while performing load sharing
operations in accordance with operating instructions.

4 Use hand tools, electrical and electronic measurement equipment for fault
finding, maintenance and repair operations

4.1 Safety requirements for working on shipboard electrical systems

Instructors should provide information to trainees to gain knowledge of the safety

requirements for working on shipboard electrical systems. Trainees will be able to
apply the safety requirements in a given practical laboratory activity involving
shipboard electrical systems in accordance with the SMS manual.

4.2 Knowledge of application of safe working practices

Instructors should introduce to trainees, through practical laboratory exercises, the

principles and procedures for safe working practices to enable them to observe such
principles being applied to shipboard operations.

4.3 Construction and operational characteristics of shipboard AC and DC systems

and equipment

Instructors should provide information to trainees, through practical laboratory

exercises, on the principles of operation of direct current (DC) and alternating current
(AC) circuits to gain knowledge of the construction and operational characteristics of
shipboard AC and DC systems and equipment.

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4.4 Use of measuring instruments, machine tools, and hand and power tools

In a practical laboratory exercise on this topic, trainees will be able to select and use
appropriate hand tools, measuring instruments and testing equipment. They will be able to
learn how to inspect and repair electrical equipment and machinery in the most efficient and
safe manner.

Function 2: Maintenance and repair at the support level

1. Course Introduction

The introductory lesson in this function emphasizes the importance for trainees to be able to
demonstrate the knowledge, understanding and proficiency for the competences for the
effective and safe performance of duties and functions as electro-technical rating.

Instructors should carefully explain to trainees, using examples, the tasks to be undertaken on
board ships by electro-technical ratings.

The following competences for the function maintenance and repair at the support level in
table A-III/7 of the STCW Code should be explained and matched with specific tasks and
operations on board, such as the following:

- contribute to shipboard maintenance and repair; and

- contribute to the maintenance and repair of electrical systems and machinery

on board.

2. Contribute to shipboard maintenance and repair

2.1 Ability to use lubrication and cleaning materials and equipment

Instructors should provide information, through practical laboratory exercises, for trainees to
gain knowledge regarding the use of lubrication and cleaning materials for maintenance and
repair works, in accordance with the manufacturer's safety and technical specifications and
accepted industry practices.

2.2 Knowledge of safe disposal of waste materials

Instructors should provide information, through practical laboratory exercises, for trainees to
gain the knowledge and an appreciation of the procedures for disposing waste materials on
board in a safe manner in accordance with the manufacturer's safety and technical
specifications, shipboard safety procedures, national and international laws, and accepted
industry practices.

2.3 Ability to understand and execute routine maintenance and repair procedures

Instructors should provide information, through practical laboratory exercises, for trainees to
gain knowledge and understanding of how to apply maintenance and repair procedures of
various onboard operations in a safe and acceptable manner.

2.4 Understanding manufacturer's safety guidelines and shipboard instructions

Instructors should provide information, through practical laboratory exercises, for trainees to
gain knowledge and understanding of manufacturers' and shipboard safety protocols and
directions.

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3. Contribute to the maintenance and Repair of Electrical Systems and Machinery

on board

Safety and emergency procedures

3.1 Basic knowledge of electro-technical drawings and safe isolation of equipment

and associated systems required before personnel are permitted to work on
such plants or equipment

Instructors should provide information, through practical laboratory exercises, for trainees to
gain knowledge to interpret a ship's technical drawings and schematics, and to analyse the
out-of-range parameters or faults of electrical systems and machinery. Trainees should gain
knowledge: to be able to isolate plant machinery and equipment guided by shipboard safety
procedures and technical specifications; and in selecting and using appropriate measuring,
calibrating and test instruments.

3.2 Test, detect faults and maintain and restore electrical control equipment and
machinery to operating conditions

Instructors should provide information, through practical laboratory exercises, for trainees to
gain knowledge and skills in testing the performance, maintenance and repair of electrical and
control equipment and machinery.

3.3 Electrical and electronic equipment operating in flammable areas

Instructors should provide information, through practical laboratory exercises, for trainees to
gain knowledge to be able to identify the location of electrical and electronic equipment on
board ships operating in flammable areas, and the precautionary measures to be observed
when working with electrical and electronic equipment installed in flammable areas.

3.4 Basics of a ship's fire-detection system

Instructors should provide information, through practical laboratory exercises, for trainees to
gain knowledge to identify types and location of fire-detection systems on board ships and to
apply relevant operation and maintenance procedures.

3.5 Carrying out safe maintenance and repair procedures

Instructors should provide information for trainees to gain knowledge and skills for assembling
and disassembling plant machinery and equipment by following shipboard maintenance
requirements.

3.6 Detection of machinery malfunction, location of faults and action to prevent

damage

Instructors should provide information for trainees to gain knowledge of: the steps in comparing
systems and machinery performance data with manufacturer's technical specifications;
identifying system and machinery malfunctions; and identifying appropriate actions to prevent
damage to machinery.

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3.7 Maintenance and repair of lighting fixtures and supply systems

Lighting fixtures on board ships require special attention as they are exposed to adverse
environmental conditions. Instructors should provide information, through practical laboratory
exercises, for trainees to gain knowledge of the procedures to maintain and repair shipboard
lighting fixtures and supply systems.

Function 3: Controlling the operation of the ship and care for persons on board at
the support level

1. Course Introduction

The introductory lesson in this function emphasizes the importance for trainees to be able to
demonstrate the knowledge, understanding and proficiency for the competences for the
effective and safe performance of duties and functions as electro-technical rating.

Instructors should carefully explain to trainees, using examples, the tasks to be undertaken on
board ships by electro-technical ratings.

The following competences for the function 'Controlling the operation of the ship and care for
persons on board', at the support level, in table A-III/7 of the STCW Code, should be explained
and matched with specific tasks and operations on board, such as the following:

- contribute to the handling of stores;

- apply precautions and contribute to the prevention of pollution of the marine

environment; and

- apply occupational health and safety procedures.

2. Contribute to the handling, stowing and securing of stores

2.1 Knowledge of procedures for safe handling, stowage and securing of stores

Instructors should provide trainees with information, in practical laboratory exercises, to gain
knowledge to perform the following tasks:

- separate flammable and non-flammable materials;

- separate food items from sources of contamination;
- properly stack materials, including:
- stacking heavy materials on the bottom and lighter materials on top;
- following labelled height limits; and
- following the orientation arrows on the packaging; and
- separate incompatible materials;
- bracket or tie-off all goods capable of moving and causing injury;
- store items by "first in/first out"; and
- secure heavy items with proper types of fiber and wire rope.

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3. Apply precautions and contribute to the prevention of pollution of the marine

environment

3.1 Knowledge of the precautions to be taken to prevent pollution of the marine

environment

Instructors should provide operational information, through practical laboratory exercises

where possible, for trainees to gain knowledge on various sources of shipboard pollution, and
apply precautionary measures to prevent pollution of the marine environment, based on SMS
procedures.

3.2 Knowledge of use and operation of anti-pollution equipment/agent

Instructors should provide information for trainees to gain knowledge to be able to identify
anti-pollution equipment/agents appropriate to a given source of operational pollution and its
location on board a ship. In a given situation, trainees should be able to demonstrate the ability
to use and operate appropriate anti-pollution equipment/agents.

3.3 Knowledge of approved methods for disposal of marine pollutants

The proper handling of waste products from on-board operations is critical to prevent marine
pollution. Waste reduction and waste management procedures have been put in place to
permit a safe and healthy work environment on board, as well as preserving a pollution-free
marine ecosystem.

Instructors should provide information for trainees to gain knowledge to identify the equipment
used in disposing of marine pollutants and apply approved methods for disposing of them.

4. Apply occupational health and safety procedures

4.1 Working knowledge of safe working practices and personal shipboard safety,
including:

4.1.1 Electrical safety

Trainees should gain an understanding of various applicable regulations and

standards for compliance with electrical safety standards. Instructors should provide
information for trainees to gain knowledge on electrical safety procedures to
safeguard personnel and the vessel, and in practical laboratory exercises, to apply
electrical safety procedures.

4.1.2 Lock-out/tag-out

Instructors should provide information for trainees to gain an understanding and

knowledge to be able to apply lock-out/tag-out procedures in accordance with good
engineering principles to ensure avoidance of accidents.

4.1.3 Mechanical safety

Instructors should provide operational information, through practical laboratory

exercises, for trainees to gain the knowledge required to demonstrate the application
of safety measures when working with mechanical equipment.

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4.1.4 Permit to work systems

The 'permit to work' system reduces the risk of accidents on board ships. Under this
system, seafarers must get written permission from a senior officer before they can
perform hazardous tasks, like: working aloft and outboard. Instructors should provide
operational information, through practical laboratory exercises, for trainees to gain the
knowledge required to demonstrate the application of safe working and personal
shipboard safety practices, including the permit to work system.

4.1.5 Working aloft

Instructors should provide operational information, through practical laboratory

exercises, for trainees to gain knowledge of occupational health and safety
procedures when working aloft, and to apply safe working and personal shipboard
safety practices.

4.1.6 Working in enclosed spaces

Instructors should provide operational information, through practical laboratory

exercises, for trainees to gain knowledge of occupational health and safety
procedures when working in enclosed spaces and to apply safe working and personal
shipboard safety practices.

4.1.7 Lifting techniques and methods of preventing back injury

Back injury or back pain is one of the most common but neglected problems
experienced by ships' crew. One of the reasons for this problem is the amount of
physical activity involved in a ship's operation, which includes the lifting of heavy loads
by the crew member. Instructors should provide operational information, through
practical laboratory exercises, for trainees to gain knowledge of occupational health
and safety procedures relating to lifting, and the methods of preventing back injury
and applying lifting techniques and methods.

4.1.8 Chemical and biohazard safety

Instructors should provide operational information for trainees, through practical

laboratory exercises, that is useful in the recognition, evaluation, and control of
workplace hazards and environmental factors. Trainees should be introduced to
occupational health and safety procedures when working with chemicals and
bio-hazardous materials, and to apply safe working and personal shipboard safety
practices.

4.1.9 Personal safety equipment

Safety of all crew members is a high priority to be kept in mind when working on board
a ship. Companies should ensure that their crew follow personal safety procedures
and rules for all the operations carried out on board ships.

For utmost safety, a basic step is to make sure that all crew are knowledgeable about
personal protective equipment for various types of tasks carried out on board ships.

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Part E: Assessment and Evaluation

■ Introduction

The effectiveness of any evaluation depends to a large extent on the precise description of
what is to be evaluated. The detailed teaching syllabus should be designed to assist trainees
to meet the learning objectives, using descriptive verbs, for example, those widely used in
Bloom's taxonomy.

Evaluation/Assessment should be planned to assess if the learning objectives have been

achieved. It enables instructors to ascertain if trainees have gained the required skills and
knowledge needed at a given point to effectively demonstrate their competence to perform the
tasks set out.

■ Assessment

In assessing the achievement of competence as Electro-Technical Ratings, assessors should

be guided by the criteria for evaluating competence in Column 4 of table A-III/7 of the
STCW Code and the Learning Outcomes in the Detailed Outline.

The purpose of evaluation/assessment is to:

- facilitate trainee learning;

- identify trainees' strengths and weaknesses;
- assess the effectiveness of a particular instructional strategy;
- assess and improve the effectiveness of curriculum programmes;
- assess and improve teaching effectiveness;
- feedback to trainees learning information; and
- evaluate the advantages and disadvantages of the model course.

The different types of evaluation/assessment may be classified as:

Initial/Diagnostic assessment

This should take place before trainees commence a course to ensure they are on the right
path. Diagnostic assessment is an evaluation of a trainee's skills, knowledge, strength and
areas for development. This could be carried out during an individual or group setting using
relevant tests.

Formative assessment

This is an integral part of the teaching/learning process and is hence a "Continuous"

assessment. It provides information on a trainee's progress and may also be used to
encourage and motivate them.

Purpose of formative assessment

The purpose of formative assessment is, among others, to:

- provide feedback to trainees;

- motivate trainees;
- assess trainees' strengths and weaknesses; and
- assist trainees to develop self-awareness.

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Summative assessment

It is designed to measure a trainee's achievement against defined objectives and performance

targets. It may take the form of an exam or an assignment and takes place at the end of a
course.

Purpose of summative assessment

The purpose of summative assessment is, among others, to:

- assess if trainees are competent or not yet competent; and

- grade trainees.

Formative assessment and summative assessment are adopted in the course, with the former
being used mainly in the practical subjects, whereby instructors, by conducting such
assessments, are able to determine the extent to which trainees have met the learning
objectives. Summative assessment is mainly used at the end of the course, to determine
whether the trainees have achieved the criteria for evaluating the competences specified in
tables A-II/2 and A-III/2 of the STCW Code.

Feedback

In order to keep the training programme up to date in the future, it is essential for users to
provide feedback. Objective and positive critical comments and new information would
facilitate the enhancement of the quality of the model course, and would promote better training
in safety and security at sea and protection of the marine environment. Such feedback,
information, comments and suggestions should be sent to the Head, Maritime Training and
Human Element, IMO.

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Appendix 1

SAMPLE ASSESMENT SCHEME

Function 1: Electrical, electronic and control engineering at the support level

% of Thinking Skills
No. of Test
Topics Time Allocation Teaching
Items
Time Remember Understand Apply Analyze Evaluate Create
1. Course Introduction
0.5 - 1
2. Safe Use of Electrical
Equipment
2.1 Safe use and operation of
electrical equipment
.1 Safety precautions 1.5 0.53% 1
.2 Isolation procedures 6.0 2.14% 2
.3 Emergency procedures 2.0 0.71% 1
.4 Voltage levels 2.0 0.71% 1

2.2 Electric shock

.1 Causes of electric shock
.2 Precautions to prevent 2.0 0.71% 1
electric shock
2.0 0.71% 1
3. Operation of Electrical
Systems and Machinery
3.1 Mechanical engineering
systems
.1 Prime movers and
propulsion plant
.2 Engine-room 16.0 5.71% 6
auxiliary
machineries
.3 Steering systems 16.0 5.71% 6

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% of Thinking Skills
No. of Test
Topics Time Allocation Teaching
Items
Time Remember Understand Apply Analyze Evaluate Create
.4 Cargo-handling systems
.5 Deck machineries
.6 Hotel systems 8.0 2.86% 2
8.0 2.86% 2
8.0 2.86% 2
8.0 2.86% 2
3.2 Electrical engineering
systems
.1 Electro-technology and 24.0 8.57% 8
electrical machines theory
.2 Electrical power distribution
boards and electrical 24.0 8.57% 8
equipment
.3 Fundamentals of
automation, automatic
30.0 10.71% 11
control systems and
technology
.4 Instrumentation, alarm and
monitoring systems 20.0 7.14% 7
.5 Electrical drives
.6 Electro-hydraulic and
electro-pneumatic control 20.0 7.14% 7
systems 24.0 8.57% 9
.7 Coupling, load sharing and
changes in electrical
configuration
20.0 7.14% 7

4. Hand Tools, Electric and

Electronic Measuring
Equipment
.1 Safety requirements for
working on shipboard 4.0 1.42% 1
electrical systems
.2 Safe working practices

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% of Thinking Skills
No. of Test
Topics Time Allocation Teaching
Items
Time Remember Understand Apply Analyze Evaluate Create
.3 Construction and 4.0 1.42% 1
operational characteristics
of shipboard AC and DC
systems and equipment 8.0 2.86% 2
.4 Use of measuring
instruments, machine
tools, and hand and power 32.0 11.43% 11
tools
Total
280.0 100% 100

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Function 2: Maintenance and repair at the support level

% of Thinking Skills
Time
Topics Teaching No. of Test Items
Allocation
Time Remember Understand Analyze Apply Evaluate Create
1. Course Introduction
0.5 - 1
2. Shipboard Maintenance and Repair
2.1 Lubrication and cleaning materials
and equipment
2.2 Safe disposal of waste materials 2
2.3 Routine maintenance and repair 2.0 4.16%
procedures 2
2.4 Manufacturer's safety guidelines
and shipboard instructions 2.0 4.16% 3
3.0 6.25%

3
3.5 7.30%

3. Maintenance and Repair of Electrical

Systems and Machinery
3.1 Electro-technical drawings and safe
isolation of equipment and
associated systems
3.2 Testing, detecting faults and 6.0 12.5% 5
maintaining and restoring electrical
control equipment and machinery
3.3 Electrical and electronic equipment
operating in flammable areas 8
3.4 Ship's fire-detection system 10.0 20.83%

3.5 Maintenance and repair procedures

5
3.6 Detecting machinery malfunction, 6.0 12.5%
location of faults and action to
prevent damage
3
3.7 Maintenance and repair of lighting 3.0 6.25%
fixtures and supply systems

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% of Thinking Skills
Time
Topics Teaching No. of Test Items
Allocation
Time Remember Understand Analyze Apply Evaluate Create

5.0 10.42% 5

4.0 8.33% 4

3.0 6.25% 3

Total 48.0 100% 40

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Function 3: Controlling the operation of the ship and care for persons on board at the support level

Thinking Process
% of Teaching No. of Test
Topics Time Allocation
Time Items
Remember Understand Analyze Apply Evaluate Create
1. Course Introduction
0.5 - 1
2. Handling, Stowing and Securing of
Stores 4.0 16.7% 2
3. Prevention of Pollution of the Marine
Environment
3.1 Precautions to prevent pollution of the
marine environment
3.2 Use and operation of anti-pollution 4.0 16.7% 2
equipment/agents
3.3 Approved methods for disposal of
marine pollutants 8.0 33.33% 5

2
4.0 16.7%
4. Occupational Health and Safety
Procedures
4.1 Safe working practices and personal
shipboard safety
.1 Electrical safety
.2 Lockout/tag-out
.3 Mechanical safety
.4 Permit to work systems 2.0 8.33% 2
.5 Working aloft
2.0 8.33% 2
.6 Working in enclosed spaces
.7 Lifting techniques and methods of 2.0 8.33%
preventing back injury 2
.8 Chemical and biohazard 2.0 8.33%
safety 2
2.0 8.33%
.9 Personal safety equipment 2
3.0 12.5%
2

3.0 12.5% 2

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Thinking Process
% of Teaching No. of Test
Topics Time Allocation
Time Items
Remember Understand Analyze Apply Evaluate Create

2.0 8.33% 2

3.0 12.5%
2

Total 24.0 100% 30

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Function 1: Electrical, electronic and control engineering at the support level

- safe use of electrical equipment;

- operation of electrical systems and machinery; and

- hand tools, electrical and electronic measurement equipment for fault finding,
maintenance and repair operations.

Function 2: Maintenance and repair at the support level

- shipboard maintenance and repair; and

- maintenance and repair of electrical systems and machinery on board.

Function 3: Controlling the Operation of the Ship and Care for Persons on board at
the Support Level

- handling, stowing and securing of stores;

- prevention of pollution of the marine environment; and

- occupational health and safety precautions.

Both theoretical and practical methods of assessment that are used to measure the knowledge,
skills and attitudes acquired by the trainees should be reflected in any Assessment Plan.

An Assessment Plan should contain details of the overall assessment strategy, which includes
the following information:

- when the assessment is to take place;

- what assessment methods are to be employed;
- the marks/weighting for each assessment;
- who is responsible for conducting the assessment;
- what resources are needed; and
- conditions under which assessments are to be conducted.

A sample of an Assessment Plan is set out below for indicative purposes only. Assessors of
trainees should develop their own assessment plans taking into account the criteria for
evaluating competence in column 4 of table A-III/7 of the STCW Code.

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Appendix 2

SAMPLE OF AN ASSESSMENT PLAN

STCW Code: Section A-III/7 Table: Table A-III/7

Approved Training
Electro-technical Rating Instructor: Date Prepared:
Programme:
Resources Needed (indicate resources needed) Assessor: Approved by:

Function 1: Electrical, electronic and control engineering at the support level

Written Assessment Practical Assessment

Assessment Task
Risks
Safety associate
Operation
instructions with high-
of Test
Topics No. of Assess- Assess of electrical voltage Safety Repair and Grading
Grading equipment equipment equipment equipme
Test ment -ment procedure maintenance Scheme
Scheme and nt
Items Method Period and and
system
machinery onboard
work
Assessment Criteria
1. Course Introduction 1
Multiple Admini Earned Observes Evaluat The Procedures Used Applied Successfully
2. Safe Use of Electrical Choice stered at least safety es risks operation for appro procedures meeting all
Equipment Question at the 75% procedures associat of recognizing priate for repairing assessment
2.1 Safe use and operation of s end of correct prior to work ed with electrical and test and criteria in the
electrical equipment the response commencing working equipment avoiding equip maintaining given
.1 Safety precautions 1 training s on shipboard on high- and electrical ment equipment assessment
.2 Isolation procedures 2 electrical voltage system is shock in and system tasks
.3 Emergency procedures 1 systems, equipme in hazards and monit based on
.4 Voltage levels 1 machinery nt accordanc first aid oring instruction
2.2 Electric shock e with procedures param manual
.1 Causes of electric shock 1

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.2 Precautions to prevent and manufactu for electrical eters

electric shock 1 equipment rer's shock are of
3. Operation of Electrical manual. observed equip
Systems and Machinery when ment
Identified
3.1 Mechanical engineering working with and
operational
systems equipment syste
parameter
.1 Prime movers and 6 and systems m
s of a
propulsion plant particular
.2 Engine-room auxiliary 6 equipment
machineries and
.3 Steering systems 2
system.
.4 Cargo-handling systems 2
.5 Deck machineries Described
.6 Hotel systems 2 acceptable
2 performan
ce levels
3.2 Electrical engineering of the
systems 8 parameter
.1 Electro-technology and s
electrical machines monitored
theory 8 on
.2 Electrical power equipment
distribution boards and 11 and
electrical equipment systems
.3 Fundamentals of
automation, automatic
control systems and 7
technology
.4 Instrumentation, alarm 7
and monitoring systems 9
.5 Electrical drives
.6 Electro-hydraulic and
electro-pneumatic control 7
systems
.7 Coupling, load sharing
and changes in electrical
configuration

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4. Hand Tools, Electric and

Electronic Measuring
Equipment 1
4.1 Safety requirements for
working on shipboard 1
electrical systems 2
4.2 Safe working practices
4.3 Construction and operational
characteristics of shipboard
AC and DC systems and
equipment 11
4.4 Use of measuring
instruments, machine tools,
and hand and power tools

Total 100

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STCW Code: Section A-III/7 Table:

Table A-III/7
Approved Training Date Prepared:
Electro-technical Rating Instructor:
Programme:
Resources Needed (indicate resources needed) Assessor: Approved by:

Function 2: Maintenance and repair at the support level

Written Assessment Practical Assessment

Assessment Task
Isolation,
No. Use of dismantling and
Topics of Assess- Assess- Maintenance Interpret technical Grading
Grading equipment and reassembly of
Test ment ment activities drawings Scheme
Scheme tools plant and
Item Method Period equipment
s Assessment Criteria
1. Course Introduction 1
Multiple Administ Earned Maintenance Selection of Ship's technical The performance Successfull
Choice ered at at least tasks are equipment drawings are of isolation, y meeting
Question the end 75% carried out in and tools to be accurately dismantling and all
s of the correct accordance used is interpreted in reassembly assessment
training respons with technical, appropriate to accordance with tasks of plant criteria in
es safety and the task to be technical and equipment is the given
procedural undertaken. specifications. in accordance assessment
specifications with tasks
Use of the manufacturer's
equipment safety guidelines

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2. Shipboard Maintenance and and tools is in and shipboard

Repair accordance instructions
2.5 Lubrication and cleaning 2 with
materials and equipment instruction
2.6 Safe disposal of waste 2 manual
materials
2.7 Routine maintenance and 3
repair procedures
2.8 Manufacturer's safety 3
guidelines and shipboard
instructions

3. Maintenance and Repair of

Electrical Systems and
Machinery
3.8 Electro-technical drawings and 5
safe isolation of equipment and
associated systems
3.9 Testing, detecting faults and 8
maintaining and restoring
electrical control equipment and
machinery
3.10 Electrical and electronic 5
equipment operating in
flammable areas
3.11 Ship's fire-detection system 3
3.12 Maintenance and repair
procedures
3.13 Detecting machinery 5
malfunction, location of faults
and action to prevent damage
3.14 Maintenance and repair of 3
lighting fixtures and supply
systems
Total 40

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STCW Code: Section A-III/7

Table: Table A-III/7
Approved Training Date Prepared:
Electro-technical Rating Instructor:
Programme:
Resources Needed (indicate resources needed) Assessor: Approved by:

Function 3: Controlling the operation of the ship and care for persons on board at the support level

Written Assessment Practical Assessment

Assessment Task
No. Handling of
Safeguarding
Topics of Assess- Assess- Store stowage dangerous, Safe working Grading
Grading marine
Test ment ment operation hazardous and practices Scheme
Scheme environment
Item Method Period harmful stores
s Assessment Criteria
1. Course Introduction 1
Multiple Administ Earned Stowing of The handling The procedures in The procedures Successfull
2. Handling, Stowing and Securing 2 Choice ered at at least stores and of dangerous, place designed to designed to y meeting
of Stores Question the end 75% performed hazardous safeguard marine safeguard all
3. Prevention of Pollution of the s of the correct based on and harmful environment are personnel and assessment
Marine Environment training respons established stores is in observed at all the ship are criteria in
3.1 Precautions to prevent 2 es safety accordance times and in the observed at all the given
pollution of the marine procedures and with performance of times. assessment
environment practices and established assigned tasks. tasks
3.2 Use and operation of anti- 5 with the safety Safe working
pollution equipment/agents equipment's practices. practices are
3.3 Approved methods for disposal 2 operating observed and
of marine pollutants instructions. appropriate
safety and
protective

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4. Occupational Health and Safety equipment is

Procedures correctly used at
4.1 Safe working practices and all times
personal shipboard safety
.1 Electrical safety 2
.2 Lockout/tag-out 2
.3 Mechanical safety 2
.4 Permit to work systems 2
.5 Working aloft 2
.6 Working in enclosed spaces 2
.7 Lifting techniques and
methods of preventing back 2
injury
.8 Chemical and biohazard 2
safety
.9 Personal safety equipment 2
Total 30

___________

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