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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE: 

Balance rotating components 
SAQA US ID UNIT STANDARD TITLE
244665  Balance rotating components 
ORIGINATOR
SGB Manufacturing and Assembly Processes 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 06 - Manufacturing, Engineering and Technology Manufacturing and Assembly 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 4  NQF Level 04  6 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "Reregistered" 		 2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
People in the field of manufacturing, engineering and technology require the skills, values and knowledge reflected in this unit standard. The learning outcomes in this unit standard also contribute to the exit level outcomes required for various manufacturing and assembly qualifications. The learner will be capable of carrying out static and dynamic balancing of rotating equipment under limited supervision. This will contribute to the exit level outcomes required for the National Certificate in electro-mechanical winding and related qualifications. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
This unit standard has been designed as part of a progression. It is one of a series of unit standards for electro-mechanical winding in the field of manufacturing and engineering. It is assumed that the learner has already learned to use and care for complex measuring equipment, and to interpret relevant legislation regarding safety in the working environment. 

UNIT STANDARD RANGE 
The following scope and context applies to the whole unit standard:
  • Hazards may include but are not limited to working at heights, working with movable components and chemical substances.
  • All activities occur under limited supervision.
  • Statutory requirements include but are not limited to the OHAS Act, SABS 0142, Safe Rigging procedures.

    Specific range statements are provided in the body of the unit standard where they apply to particular specific outcomes or assessment criteria. 
    		•

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Plan to balance rotating components. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Work instructions are interpreted and a sequence of operations is determined according to worksite procedures. 

    ASSESSMENT CRITERION 2 
    Tools and equipment required to balance components are selected and checked according to work site procedures. 

    ASSESSMENT CRITERION 3 
    Pre-operational inspection of tools and equipment is carried out according to worksite procedures. 

    ASSESSMENT CRITERION 4 
    Faults and defects of tools and equipment are identified and corrective action taken according to worksite procedures. 

    ASSESSMENT CRITERION 5 
    Personal protective equipment appropriate for balancing components is identified, selected and checked according to worksite procedures. 

    ASSESSMENT CRITERION 6 
    The purpose of conducting a quality check on tools and equipment is explained in terms of safety and production. 

    ASSESSMENT CRITERION 7 
    Uses and functions of personal protective equipment are described in accordance with manufacturer specifications. 

    ASSESSMENT CRITERION 8 
    Parties affected by the balancing function are informed of progress and activities according to worksite procedures. 

    SPECIFIC OUTCOME 2 
    Prepare tools and the work area to balance rotating components. 
    OUTCOME RANGE 
  • Rotating components include those attached to L.V, H.V, AC and DC plant.
  • Balancing equipment includes a balancing plant. 
    		•

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Components to be balanced are identified from given instructions according to worksite procedures. 

    ASSESSMENT CRITERION 2 
    The work area and balancing equipment is inspected and prepared for use according to worksite procedures. 

    ASSESSMENT CRITERION 3 
    Authorisation to balance components is obtained according to worksite procedures and statutory requirements. 

    ASSESSMENT CRITERION 4 
    Safety of the work area is ensured according to worksite procedures and statutory requirements. 

    ASSESSMENT CRITERION 5 
    Consequences of not following safe working procedures are explained in terms of safety and production. 

    SPECIFIC OUTCOME 3 
    Add or remove mass to balance components. 
    OUTCOME RANGE 
  • Material to add mass may include lead, plastercine, putty and metals.
  • Methods of securing/fixing the balancing mass include welding, brazing, lead wiping, bolts, nuts drilling and grinding.
  • Methods of removing and adding mass include the use of hand held power tools. 
    		•

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Components to be balanced are positioned and secured in the balancing equipment according to worksite procedures. 

    ASSESSMENT CRITERION 2 
    Components are rotated and readings obtained according to worksite procedures. 

    ASSESSMENT CRITERION 3 
    Out of balance position and mass is determined and corrective action taken according to worksite procedures. 

    ASSESSMENT CRITERION 4 
    Components are re-rotated and final adjustments made according to worksite procedures. 

    ASSESSMENT CRITERION 5 
    Reasons for positioning and securing components are explained in relation to the balancing operation. 

    ASSESSMENT CRITERION 6 
    The consequences of not balancing components correctly are explained in terms of the effect on the rotation of the component. 

    ASSESSMENT CRITERION 7 
    Personal protective equipment is used according to worksite procedures. 

    SPECIFIC OUTCOME 4 
    Complete and report on the balancing process undertaken. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Components are removed from balancing equipment and inspected for general condition according to worksite procedures. 
    ASSESSMENT CRITERION RANGE 
    Inspections include visual and dimensional checks.
     

    ASSESSMENT CRITERION 2 
    Equipment and tools used are cleaned and stored according to worksite procedures. 

    ASSESSMENT CRITERION 3 
    Methods of storing components are explained and their advantages given for various conditions. 

    ASSESSMENT CRITERION 4 
    The work environment is restored to a safe and serviceable condition according to worksite procedures. 

    ASSESSMENT CRITERION 5 
    Balancing reports are completed and submitted to relevant personnel according to worksite procedures. 

    ASSESSMENT CRITERION 6 
    Consequences of not accurately completing and returning documentation are explained in terms of loss of control over components. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this unit standard must be accredited as a provider through the relevant ETQA by SAQA.
  • Moderation of assessment will be overseen by the relevant ETQA according to the moderation guidelines and the agreed ETQA procedures. 
    		•

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • The principals of static and dynamic balancing.
  • Function and purpose of the completed product.
  • Process and sequence of balancing electro-mechanical plant.
  • Product and equipment terminology associated with balancing of electro-mechanical plant.
  • Continuos production flow principles.
  • Company quality standards related to balancing of rotating equipment.
  • Teamwork principals.
  • Applicable statutory requirements.
  • Names, functions and application of components.
  • Use and care of personal protective equipment.
  • Methods and techniques of marking components.
  • Use and care of relevant tools and equipment.
  • Methods of capturing and recording data from machines and components.
  • Use and care of complex measuring equipment.
  • Methods of verifying data.
  • Methods of compiling technical reports.
  • Methods and techniques of diagnosing faults and defects.
  • Methods of analysing engineering data.
  • Relevant mechanical and electrical engineering theory.
  • Methods and techniques of balancing equipment.
  • Methods and techniques of joining metals. 
    		•

    UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems in which responses display that responsible decisions, using critical and creative thinking, have been made (by diagnosing faults and defects). 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as a member of a team/group (in identifying and reporting faults and defects). 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one's activities (in sequencing of work). 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information (by interpreting work instructions). 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate using visual, mathematical and/or language skills in modes of oral and/or written presentation (by completing documentation). 

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically, showing responsibility towards the environment and health of others (by restoring the work environment and equipment). 

    UNIT STANDARD CCFO DEMONSTRATING 
    Understand the world as a set of related systems (by understanding the function of balancing of rotating electro-mechanical machines). 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  58861   Further Education and Training Certificate: Electro-Mechanical Winding  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  MERSETA 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    NONE 


    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.