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LO1 Plan a design solution and prepare an engineering design specification in response to a stakeholder’s design brief and requirements.

Centre No: 04943

Technical Education Centre for Online Learning

Assessment Brief:

With the similarity in some assessment criteria and the opportunity to develop a more substantial piece of work, a common assessment approach has been developed for units Design H1 and Project Management H4. Although these units will be assessed at the same time, each unit will still be graded separately as you will see from the documentation below.

(Learner to fill in all parts highlighted in yellow)

Programme Title:

BTEC Level 4 Higher National Certificate / Diploma Engineering RQF

General / Mechanical / Operationa / Electrical & Electronic Pathways

Programme No:

HNC codes

L4E-ZTU 44/45/48

HND codes

L4E-ZTU 46/47/50

Unit Number and Title:

01: Engineering Design

Edexcel Unit Code:

K/615/1475

Coursework Title:

Design plan, specification, and solutions

Coursework Number:

H1A1 & H4A1

Date issued / downloaded

 

Duration (for both H1&H4)

6 weeks

 

Student Name

 

Assessor

 

No

Assessment learning outcomes covered

Draft (formative)

Submission

Grade / Date Achieved

 

1st (summative) Submission

2nd (summative) Submission

 

Satisfactory Y/N?

 

01

Plan a design solution and prepare an engineering design specification in response to a stakeholder’s design brief and requirements.

 

 

 

 

02

Formulate possible technical solutions to address the student-prepared design specification.

 

 

 

 

Scenario: You have been appointed as the project engineer. The company aims to provide bespoke engineering solutions to customers. A project has come in from an existing client that will be phased over a number stages and has been assigned to you to develop and manage.

 

Evidence you must produce for this assignment: Written report with appropriate analysis and design files.

 

Sources of information: Unit H1 course notes sections 1 and 2.

Dym, Little and Orwin Engineering Design: a Project Based Introduction.

 

Programme Title:

BTEC Level 4/5 Higher National Certificate / Diploma Engineering RQF

General / Mechanical / Operational / Electrical & Electronic Pathways

Programme No:

HNC codes

L4E-ZTU 44/45/48

HND codes

L4E-ZTU 46/47/50

Unit Number and Title:

04: Managing an engineering project

Edexcel Unit Code:

A/615/1478

Coursework Title:

Plan and implementation of a given project, which includes the Pearson set theme - Safety

Coursework Number:

H4A1

Date issued / downloaded

 

Duration (for H1&H4)

6 weeks

Student Name

 

Assessor

 

No

Assessment learning outcomes covered

Grade / Date Achieved

Feedback

Draft (formative)

Submission

1st/2nd (summative) Submission

Comment

Attached?

01

Formulate and plan a project that will provide a solution to an identified engineering problem.

 

 

 

02

Conduct planned project activities to generate outcomes which provide a solution to the identified engineering problem.

 

 

 

Scenario: You have been appointed as the electrical & electronic project engineer. The company aims to provide bespoke engineering solutions to customers in the renewable and automation fields. A choice of design/projects has come in from an existing client that will be phased over a number stages and has been assigned to you to design, develop and manage.

Evidence you must produce for this assignment: Written answers with appropriate analysis, implemented model and software files.

Sources of information:

Unit H1 and H4 course notes sections 1 and 2 and supporting project theme documents provided on Moodle

Dieter (2009) Engineering Design

Ward (2018) Effective project management

Channing (2007) Safety at Work

Boutelle Understanding Organizational Stakeholders for Design Success

Submission guidelines for H1 & H4:

1. Formative (Draft) submission:

The minimum requirement to obtain formative feedback shall be the submission of at least part (a) of each task within the duration indicated above.

2. Summative (1st) submission:

Either:

2a. Your tutor will assess that your draft submission is satisfactory and provide you with an opportunity to now submit your 1st summative submission within a further 3 weeks. If, however, you decide not to submit any additional work as a 1st summative submission towards higher attainment your assessment will be processed at the next exam board.

2b. Your tutor will assess that your draft submission is not satisfactory and recommends that you now consider the feedback carefully and use it to submit your 1st summative submission within a further 3 weeks.

3. Summative (2nd) submission:

The assessment board (at the discretion of the assessor) will permit only one opportunity to submit a 2nd summative submission if required, within 3 weeks of 1st submission feedback. Note in this case the assessment grade will be capped at a maximum of pass grade if successful.

Coursework

Internal Verifier : Sign

 

Date

(revision)

27/12/21

(rev 2021c)

Assessment Record Sheet (Design & Project Management. 

1. Learner to fill in on draft (formative) submission:

Task ref(s)

Evidence submitted

(e.g. written report, calculation, file name).

Task ref(s)

Evidence submitted

(e.g. written report, calculation, file name).

Design

 

Design

 

Project

 

Project

 

Additional learner comments to the assessor:

Learner Declaration on Submission

I certify that the evidence submitted for this assignment is my own. I have clearly referenced any sources used in the work. I understand that false declaration is a form of malpractice.

Learner Signature.

Date.

 

 

           

1. Assessor to fill in on draft (formative) submission:

Task ref(s)

Assessor comment on task(s)

Task ref(s)

Assessor comment on task(s)

Design

 

Design

 

Project

 

Project

 

General feedback: Please carefully read the submission guidelines above

Design feedback:

Project feedback:

 

Has an extension to the deadline been approved by the Assessor due to extenuating circumstances?

 

Assessor Declaration on Submission

I certify that the evidence submitted for this assignment is the learner’s own. If it is not their own work, then this is clearly explained and detailed in the feedback and comments above

Assessor Signature.

Date.

 

 

             

2a. Learner to fill in on 1st (summative) submission:

Task ref(s)

Evidence submitted

(e.g. written report, calculation, file name).

Task ref(s)

Evidence submitted

(e.g. written report, calculation, file name).

Design

 

Design

 

Project

 

Project

 

Additional learner comments to the assessor:

Learner Declaration on submission

I certify that the evidence submitted for this assignment is my own. I have clearly referenced any sources used in the work. I understand that false declaration is a form of malpractice.

Learner Signature.

Date.

 

 

           

2a. Assessor to fill in on 1st (summative) submission:

Task ref(s)

Assessor comment on task(s)

Task ref(s)

Assessor comment on task(s)

Design

 

Design

 

Project

 

Project

 

General feedback:

Design feedback:

 

Project feedback:

 

Assessor Declaration on Submission

I certify that the evidence submitted for this assignment is the learner’s own. If it is not their own work, then this is clearly explained and detailed in the feedback and comments above

Assessor Signature.

Date.

 

 

           

2b. Learner to fill in on 2nd (summative) submission:

Task ref(s)

Evidence submitted

(e.g. written report, calculation, file name).

Task ref(s)

Evidence submitted

(e.g. written report, calculation, file name).

Design

 

Design

 

Project

 

Project

 

Additional learner comments to the assessor:

Learner Declaration on resubmission

I certify that the evidence submitted for this assignment is my own. I have clearly referenced any sources used in the work. I understand that false declaration is a form of malpractice.

Learner Signature.

Date.

 

 

           

2b. Assessor to fill in on 2nd (summative) submission:

Task ref(s)

Assessor comment on task(s)

Task ref(s)

Assessor comment on task(s)

Design

 

Design

 

Project

 

Project

 

General feedback:

Design feedback:

Project feedback:

 

Does the learner need to attempt an assessment Retake? Y/N

 

Date of Retake:

 

Assessor Declaration on resubmission

I certify that the evidence submitted for this assignment is the learner’s own. If it is not their own work, then this is clearly explained and detailed in the feedback and comments above

Assessor Signature.

Date.

 

 

               

Sample Type:

(First or resubmission)

 

Samples IV Signature:

 

Date:

 

Follow instructions provided on Moodle including skype calls for authentication  and access to next units.

Learning Outcomes and Assessment Criteria

H1 Engineering Design Unit

Task 1

LO1 Plan a design solution and prepare an engineering design specification in response to a stakeholder’s design brief and requirements.

P1 Produce a design specification from a given design brief

P2 Explain the influence of the stakeholder’s design brief and requirements in the preparation of the design specification

P3 Produce a design project schedule with a graphical illustration of the planned activities 

M1 Evaluate potential planning techniques, presenting a case for the method chosen

M2 Demonstrate critical path analysis techniques in design project scheduling/planning and explain its use

D1 Compare and contrast the completed design specification against the relevant industry standard specification

Task 2

LO2 Formulate possible technical solutions to address the student-prepared design specification

P4 Explore industry standard evaluation and analytical tools in formulating possible technical solutions

P5 Use appropriate design techniques to produce a possible design solution

M3 Apply the principles of modelling/simulation/prototyping, using appropriate software, to develop appropriate design solutions

D2 Evaluate potential technical solutions, presenting a case for the final choice of solution

H4 Project Management Unit

Task 1

LO1 Formulate and plan a project that will provide a solution to an identified engineering problem

P1 Select an appropriate engineering based project, giving reasons for the selection.

P2 Create a project plan for the engineering project

M1 Undertake a feasibility study to justify project selection.

D1 Illustrate the effect of legislation and ethics in developing the project plan.

Task 2

LO2 Conduct planned project activities to generate outcomes which provide a solution to the identified engineering problem

P3 Conduct project activities, recording progress against original project plan.

M2 Explore alternative methods to monitor and meet project milestones, justify selection of chosen method(s).

D2 Critically evaluate the success of the project plan making recommendations for improvements

All answers must be your own worK

Note: Add all written work to the bottom of these assessment cover sheets and sign (electronic signature) in order to have your assessment marked and graded

Project management theme - Safety

This year (Sept 2021 to Sept 2022) the Pearson-set theme for use with Unit 4 Managing a Professional Engineering Project is: Safety “There is no such thing as an accident, only a failure to recognise the hand of fate” (Napoleon Bonaparte). This is set by the awarding body and your assessment for Project will incorporate this.

Safety in engineering is integral to the profession and involves building products/ systems (e.g. CNCs, inject moulding machines, pneumatic power systems, communication networks, electric systems etc.) that behave as expected, good to use and provide acceptable levels of safety when the components fail. Safety as a design feature involves studying, identifying, analysing, evaluating, and controlling hazards in human-machine systems (artifacts, equipment, or facilities) that contain a potential to cause injury to people or damage to property.

Safety could be broadly categorised as passive and active, with active systems focusing on ‘functional safety’ which require further risk assessments. Safety reviews are increasingly becoming mandatory in engineering risk management strategies. While several small to medium failures (i.e. the person losing a finger while operating or repairing a machine in the local engineering company or an accident that could occur at a railway crossing if the barriers fail) attract less publicity, the major industrial failures such as Chernobyl and Space Shuttle Challenger constantly remind us of the various facets of the safety issues (i.e. from flawed design errors to lack of ethical safety culture / human error) and as we know now, the consequences of some of these failures have serious repercussions spanning generations.

These incidents serve as ‘the lessons to learn’ in eliminating injuries and work towards a drastic reduction of serious accidents by promoting ‘safety as a value’ through legislation (e.g. HASAW Act, OSH Act, OHS Act, EU-OSH, JISHA:OSH, LEGOSH), safety standards (e.g. ISO 14122, ISO 14118, ISO 14119, IEC 61508), policies, innovation, workplace practices and culture, and training. Safety continues to improve around the world and some notable recent changes in the sector include the new Health and Safety at Work Act in New Zealand, stricter sentencing guidelines in the UK and technological explosion in producing worker safety devices based on GPS and cellular technology. LO1 Plan a design solution and prepare an engineering design specification in response to a stakeholder’s design brief and requirements.

The theme will enable students to examine the broad ranging aspects of safety in the context of the project(s) that they undertake as part of Unit 4 Managing a Pearson BTEC Levels 4 and 5 Higher Nationals in Engineering / Aeronautical Engineering / Nuclear Engineering / Rail Engineering / Manufacturing Operations Pearson-set Theme Release – Issue 1 – March 2021 © Pearson Education Limited 2021 2 Professional Engineering Project, from the standpoint of a professional engineer. For example, (a) designing out risk in a product/ machine/ system and (b) carry out Hazard and Risk Assessments (HARA) to ensure safety in design and safe ways of working. Students will be able to analyse engineering functions and their impact on the health, wellbeing, and environment. The theme will facilitate students to gain a broader understanding of how to combine the approach of ‘design for safety’ with the conduct / duties placed upon them as the student engineers.

Design & Project Brief

Select either Option 1 or 2 to base your project on:

Select 1 or 2 and complete the design and project tasks for either option 1 or option 2 below and do not change your option once selected. ALL tasks must be completed relating to your chosen Option which cannot be changed after selection.

Option 1 – Renewable Energy Technology.

A company that you are already familiar with aims to significantly reducing its carbon footprint over the next 15 years. You are required to develop a financially viable, safe and reliable renewable energy technology (RET) for your local site. Therefore, you need to consider a cost-effective renewable technology that can offer low maintenance, reduced energy costs and CO2, and net zero electricity. To do this identify the site and find its annual electricity requirements – ideally on a monthly basis as some RETs are seasonally sensitive. (i.e. annual renewable kwh matches the sites consumption).

Option 2 – Mobile Robotics and automation.

A client has requested mobile robot to safely carry baskets/pods along a preset route and return to repeat the process without human assistance or external power for at least duration of 60 min.

The client’s brief indicated:

  • A flat platform to carry loads up to 100 kg with load dimensions 600(W) x 600(L) x 200(H) mm in a dry clean non-hazardous environment with a space temperature range 15-25oC.
  • The robot’s platform height should be 200 mm high with a footprint not greater than the maximum load dimensions.
  • Safely follow a clearly marked line to the desired destination B for a distance of up to 25 m without human assistance and be able to return to start point A and repeat unassisted.
  • The robot path from start A to finish B could be clearly marked out with dark 20mm wide line to contrast against a light-coloured background (e.g. base, floor). The route will be flat, level and smooth.
  • The start A and end B could be marked with a ‘T’ shape mark to assist the robot find locations A and B.
  • Should use commercially available materials and components.

Task 1 – Design selection, specification and project management

Part a)

Make sure to label all parts of your answers using the task numbering exactly as shown here below.

 

  1. Select a design/project based on either option 1 or 2 stating the reasons for your selection including the following stages:
    • Identify 2 solutions for your choice.
  • For option 1 – Find the annual kwh consumption, then identify 2 RETs which could match the electricity kwh and reduce costs and emissions of the site. This may be different RETs e.g. wind, and solar, or different types of the same RETs. E.g. wind DFIG or SG; solar fixed or tracking PVs.
  • For option 2 – Identify 2 different mobile robots designs. e.g. these could be the choice of three or four wheeled robots with different materials, controls, etc.
  • Analyse the advantages/disadvantages of your 2 solutions and select the best design/project based on a range (min 6) of selection criteria that you have chosen. Use a matrix analysis table with appropriate scoring to summarise your selection and include an explanation for all of your scoring that you have stated for your selection criteria. e.g.
    • For option 1 – Average/Rated kw, CO2/kwh, £/kwh, generator type/efficiency maintainability and safety.
  • For option 2 – cost, battey supply/duration, microcontroller, motor type/efficiency, steering, maintainability and safety.
  • For the best design and to meet the safety theme set by Pearson you need to highlight 2 pieces of applicable safety legislation (with reasons) and complete an overall safety risk assessment for 5 key hazards related to the construction/manufacturing stage.

(Project - 500 words, with kwh data, RA and matrix table)

2. From your selection work above produce a project design specification and other key project selection issues that you see as relevant. Include greater mechanical or electrical detail depending on your pathway e.g.

  • Physical: size, dimensions, materials, mechanical strength, weight, safety, etc.
  • Electrical: motor/generator- (power, type, speed), controls, sensors, power supply/distribution, etc.

(Design – 500 words)

iii. Explain the influence of the stakeholder’s design brief and their requirements in the preparation of the product design specification. Consider not just the ‘client and the technical specification’ but its impact on jobs, maintenance and safety.

(Design – 500 words 
iv. Using project management (PM) software such as MS Project or Gantt Project https://www.ganttproject.biz/ produce a design project schedule with a graphical illustration of the planned activities e.g. specification, costing, design/project modelling, build, commission etc. At least 12 tasks must be included and a 3-month plan is expected along with a detailed explanation of your schedule.

(Design & Project – 100 words with Gantt chart image)

Guidance: Establish your aims and objectives for the design/project. Outline objectives and timeframes based on the scenario stated above. Produce an appropriate project management plan that includes relevant actions to meet objectives and timeframes.

Part b) - optional

              i. Before moving forward with your selected project, a more detailed reflection on the 3 design/project options is required. Undertake a feasibility study to further justify your selected project by detailing the safety requirements (Design - 500 words).

            ii. Research and evaluate a range of potential planning techniques including Gantt charts, CPA, and PERT, presenting a case for the method that you have already chosen to use in task 1a(iv) of this task (Project - 500 words).

           iii. Demonstrate critical path analysis (CPA) techniques through PM software in the design project scheduling/planning for this task and explain its use (Project - 200 words with PM software in use images).

Guidance: Adding to work from T1a, the feasibility study should include, a closer investigation of the safety issues related to the project, such as how well it has worked in other organisations and including some form of safety assessment.  Include copies of all PM software files used. Also reference your work of around 1200 words to support your claims. LO1 Plan a design solution and prepare an engineering design specification in response to a stakeholder’s design brief and requirements.

Part c) - optional.

      i Compare and contrast the completed design specification against the relevant industry standard specification (Design - 600 words with supporting cited referencing).

  1.     ii. The council of Engineering has six guiding principles to inform engineers in their decision-making processes which are:
  • Contribute to building a sustainable society, present and future
  • Apply professional and responsible judgement and take a leadership role
  • Do more than just comply with legislation and codes
  • Use resources efficiently and effectively
  • Seek multiple views to solve sustainability challenges
  • Manage risk to minimise adverse impact to people or the environment

Based on your project selected, your product design specification and your plan in Task 1 part a) explain the effect of legislation and ethics on formulating your design/project. (Project - Reference your work of around 600 words to support your reasoning).                                          

Guidance: Part 1c(i) will require referenced evidence and an example of a standard specification. Part 1c(ii) is about your role as a professional engineer proposing a design/project and how it may impact on society. Consider guidance provided by professional bodies such as the Royal Academy of Engineering and the Council of Engineering.

Task 2 – Design modelling and project implementation

Part a)

Your company is now keen to implement your plans outlined in task 1 and would like you to develop a model of your project. Including:

              i. A detailed project activity plan for the model part of your overall schedule from T1a (i.e. create a detailed sub plan). Use this to monitor your actual progress against the activity plan with a print screen/snip at the end of each week added to your assessment document. Progress comments should include any slippage in the timing and the action done to get back on schedule. (Project – 200 words with Gantt chart plan/monitoring images).

            ii. With supporting images, explore and explain three industry standard evaluation and analytical tools / modelling software for the following design aspects:

  • Physical – e.g. Fusion 360, Inventor
  • Mathematical e.g. Scilab-Xcos, Matlab-Simulink,
  • Electrical/electronic e.g. Simulide, Multisim

(Design – 500 words with referenced images of software applied to engineering design)

           iii. Produce a design/project model which could be through using only one of the following:

  • A basic CAD generated 3D model that shows the overall layout and either key electrical/electronic components (Elect/Electronic pathway) OR mechanical components (Mech/Gen/Operations pathways) using Inventor or Fusion 360
  • Mathematical model of the project’s performance using as Scilab-Xcos or an Excel spreadsheet (all pathways) e.g. Wind/PV power/energy output based on size calculations and site location (windspeed/orientation); Robot battery sizing based on power and duration requirements. The model must be flexible to allow ‘what-if’ scenarios (e.g change in size).
  • Electrical/electronic control/circuit model using Simulide or Multisim (Elect/Electronic pathway)

(Design & Project – 100-word commentary, 3 software images and all software files)

Guidance: the proposed model approach may be initially discussed with your tutor to ensure that it is appropriate prior to implementation. A copy of all modelling software files should be sent with assessment and a print-screen/snip of their images/results included in your assessment document.

Part b) - optional.

              i. Using appropriate design software such as those investigated above, develop your solution further to either include a minimum of 3 additional sub-assemblies or software modelling aspects of the design/project, not previously attempted in task 2a. (Design - Include a 100-word illustrated commentary on your software application and a copy of the software files).

            ii. Having completed the implementation, justify the project management planning methods that you have used or have researched so far within this project, i.e. compare Gantt, PERT and CPA charts. (Project - 300 word evaluation table with supporting references). LO1 Plan a design solution and prepare an engineering design specification in response to a stakeholder’s design brief and requirements.

Guidance: Clearly reference your work, include images software being applied, and provide a copy of all appropriate software files.

Part c) - optional.

Based on your work above to date, evaluate:

i. all of your potential technical solutions, presenting firmly a justified case for your final choice of technical solution (Design - 600 words).

ii. the success of the project plan making recommendations for improvements. (Project - 600 words).

Guidance: Clearly support your discussion with appropriate images and references.

General Guidance: Read your HN learner handbook on the assessment submission process and correct method to referencing:

  1. Design/project ideas can be discussed at the initial stage with your tutor, to check that it is suitable
  2. Attach all your work to the assessment issued to you, so that it forms only one document. This allows the tutor to summarise feedback against the tasks and keep better track of all your assessments
  3. Split your report into clear task 1 and task 2, with subheadings based around the subtasks a, b, c as it will make it easier to grade against the task sheets
  4. Make sure any diagrams, drawings or calculations are clearly laid out
  5. Email/Dropbox any supporting evidence such as your design/project management plans, and PowerPoint presentation, with appropriate print-screens embedded into your Word document
  6. Provide references to support any claims
  7. Tecol uses a plagiarism checker, so it is important all written answers must be in MS Word and your own work
  8. Add all written work to the bottom of these assessment cover sheets and sign (electronic signature) in order to have your assessment marked and graded

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