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HSE criteria for qualification for coal mines

Contents

Annexes


Introduction

1 This document, which has been prepared by the Health and Safety Executive (HSE) in consultation with the Mining Qualifications Board (MQB), sets out the criteria by which HSE determines eligibility for certificates of qualification for appointments in coal mines, and explains how such certificates may be obtained.

The law

2 Regulation 17 of the Management and Administration of Safety and Health at Mines Regulations 1993 (MASHAM), provides for the HSE to approve qualifications for appointments in the mining industry. It has done so for positions in coal mines, on the recommendation of the MQB which advises HSE on mining qualifications. These qualifications are set out in lists 2 and 3 of Appendix 1 of the MASHAM Approved Code of Practice (ACoP). They are the minimum qualifications for the positions for which they have been approved.

3 Regulation 18 of MASHAM requires the possession of any approved qualification to be attested by a valid certificate of qualification. Regulation 18(2)(d) effectively requires that the body issuing the certificate should be satisfied that the individual, to whom the certificate relates, has attained a satisfactory standard of education, training or experience, or a combination of them.

4 Regulation 20 of MASHAM requires that the applicant should be notified of a decision by HSE to refuse a certificate of qualification, and provides a right of appeal against such a decision. Paragraph 133 of the supporting ACoP says that notification of a refusal to issue a certificate will include reasons for the decision. A procedure for review of such a refusal has been approved by the Health and Safety Commission (HSC), and is set out at Annex A of this document.

5 Regulation 21 of MASHAM provides for the replacement of certificates that have been defaced, lost or destroyed.

Competence

6 For all appointments in respect of which the HSE has approved qualifications, MASHAM requires, additionally, that the appointee should be suitably competent. A certificate of qualification for these appointments does not attest to the holder's competence. It simply confirms that the holder is suitably qualified, through knowledge, education and specified practical experience, for appointment to the position to which the qualification relates.

7 Competence is, in the first instance, a matter for the judgment of the person making the particular appointment. It encompasses such matters as relevant experience, and fitness and capacity to discharge duties, and exercise authority, in a particular post at a particular mine. For example, a person appointing a mine manager would normally expect the likely appointee to have demonstrated competence in a previous relevant supervisory or management appointment. The type and range of that experience would depend upon the type of command to which the person is to be appointed. The competency required of appointees can vary widely in different circumstances, even though the job title is the same.

8 Competence is, nevertheless, a legal requirement enforceable by HSE.

Approved qualifications

9 HSE has approved the following qualifications:

10 Further information about how to obtain mining qualifications, and the criteria for determining eligibility for certificates of qualification, is available from:

Mining Qualifications,
Health and Safety Executive
Foundry House
3 Millsands
Riverside Exchange
Sheffield
S3 8NH

Interpretation

11 In this document, unless the context otherwise requires:

Academic qualifications no longer available

12 Details of academic qualifications which are no longer available, but which remain acceptable, are held by HSE. Information about these can be obtained from the address shown in paragraph 10.

Qualifications and/or practical experience obtained abroad

13 The qualifications and practical experience referred to in the following criteria relate to those obtained in the United Kingdom . However there are statutory requirements for the mutual recognition of qualifications obtained in member states of the European Union. HSE will consider such qualifications in accordance with these requirements. Relevant qualifications and practical experience from countries outside the European Union may also be considered.

I. First Class Certificate of Qualification

Introduction

14 The HSE has approved the First Class Certificate of Qualification, which supersedes the First Class Certificate of Competency, but does not invalidate those already issued.

15 The First Class Certificate of Qualification, and the First Class Certificate of Competency, are the only qualifications approved by the HSE for the position of manager of a Class A mine.

16 In addition to being approved for the post of mine manager at Class A mines, these certificates are also approved for the post of mine manager at Class B mines, and for the following positions at Class A and B mines:

MASHAM

Regulation ACoP
8(3) 39 Substitute for manager when manager is not readily available;
10(3)(a) 67 Substitute for manager when manager is not present at the mine but is readily available;
10(2)(b) 64 Daily personal supervision of all underground workings of a mine;
10(2)(b) 43,63 Daily personal supervision of part of the underground workings of a mine;
10(2)(c) 62 Shift supervision for the whole of the underground workings of a mine;
10(2)(a) 50 Shift supervision for each area of command; 12(2) 106 Inspection.

Academic achievement

17 All applicants should have passed the approved examination in mining health and safety law (now administered by the Institute of Materials, Minerals and Mining).

18 They should also hold a suitable academic qualification. At present, acceptable qualifications are:

  1. a degree in mining engineering, or mining and electrical engineering, or mining and mechanical engineering; or
  2. a Higher National Diploma (HND), from BTEC, in mining/electrical engineering, or mining/mechanical engineering.

Practical experience

19 All applicants should hold a gas-testing and hearing certificate, which is valid on the date of application.

20 They should also have had a minimum of three years practical experience below ground in a coal mine, including at least 18 months experience at the working face. This means:

  1. any work associated with coal production performed at the face; or
  2. work on the formation of development drivages and associated junctions, or shaft sinking.

Work in the above context includes the performance, immediate supervision or responsible control of the getting of minerals or work directly connected with such getting, setting of supports or repairing and stonework. The above excludes work on a haulage or conveyor system, in handling supplies, or which involves only occasional time spent at the working face. It includes any period carrying out such work as part of a training programme. Not more than 12 months' experience under subparagraph (b) can be counted towards the total of 18 months experience at the working face, and a maximum of 6 months’ shall be devoted to the installation or maintenance of associated equipment.

21 The HSE may accept the satisfactory completion of suitable management training schemes, to a level appropriate to the mining engineering discipline, in place of the above practical experience requirement. The schemes enable successful candidates to be considered for appointment as front line supervisors to gain further industrial experience. The approved schemes are listed in Annex B.

II. Second Class Certificate of Qualification

Introduction

22 The HSE has approved the Second Class Certificate of Qualification, which supersedes the Second Class Certificate of Competency, but does not invalidate those already issued.

23 The Second Class Certificate of Qualification and the Second Class Certificate of Competency are the minimum qualifications approved by the HSE for the following positions.

MASHAM

Regulation ACoP
8(3) 39 Substitute for manager at a Class A mine when manager is not readily available;
10(2)(b) 64 Daily personal supervision of all underground workings at a Class A mine;
10(2)(b) 43,63 Daily personal supervision of part of the underground workings of a Class A mine.

24 They are also approved for the following positions at Class A and B mines:

MASHAM

Regulation ACoP
8(1) 36 Manager of Class B mine;
8(3) 39 Substitute for manager of a Class B mine when manager is not readily available;
10(3)(a) 67 Substitute for manager when manager is not present at the mine but is readily available;
10(2)(c) 62 Shift supervision for the whole of the underground workings of any mine;
10(2)(a) 50 Shift supervision for each area of command in any mine;
12(2) 106 Inspection in any mine.

Academic achievement

25 All applicants should have passed the approved examination in mining health and safety law (now administered by the Institute of Materials, Minerals and Mining).

26 They should also hold a suitable academic qualification. At present the minimum acceptable qualification is a Higher National Certificate (HNC), from BTEC, in mining engineering.

Practical experience

27 All applicants should hold a gas-testing and hearing certificate which is valid on the date of application.

28 They should also have had a minimum of three years practical experience below ground in a coal mine, including at least 18 months experience at the working face. This means:

  1. any work associated with coal production performed at the face; or
  2. work on the formation of development drivages and associated junctions, or shaft sinking.

Work in the above context includes the performance, immediate supervision or responsible control of the getting of minerals or work directly connected with such getting, setting of supports or repairing and stonework. The above excludes work on a haulage or conveyor system, in handling supplies, or which involves only occasional time spent at the working face. It includes any period carrying out such work as part of a training programme. Not more than 12 months' experience under subparagraph (b) can be counted towards the total of 18 months experience at the working face, and a maximum of 6 months’ shall be devoted to the installation or maintenance of associated equipment.

29 The HSE may accept the satisfactory completion of suitable management training schemes, to a level appropriate to the mining engineering discipline, in place of the above practical experience requirement. The schemes enable successful candidates to be considered for appointment as front line supervisors to gain further industrial experience. The approved schemes are listed in Annex B.

III. Certificates of qualification for electrical and mechanical engineering

Introduction

30 The list of approved qualifications in appendix 1 to the MASHAM ACoP includes four for mechanical engineers, and four for electrical engineers. The following are the minimum qualifications for engineering appointments under regulation 11(3) of MASHAM:

MASHAM Function Approved minimum qualification
Class A mines
ACoP 84(a) Engineering direction and management, with daily personal supervision of the appropriate staff and functions Mechanical Engineer's Certificate,
Electrical Engineer's Certificate
(as appropriate)
Appendix 1 (Exceptions, paragraph 2) As above where (a) not more than 75 prime movers are installed or (b) the number of electric motors installed does not exceed 75. (a) Class I Mechanic's Certificate,
(b) Class I Electrician's Certificate
84 (e) Engineering supervision when engineer is not present (a) on a production shift, or (b) when significant engineering work is being undertaken. Class I Mechanic's Certificate
Class I Electrician's Certificate
84(e)(ii) Engineering supervision when engineer is not present when only a few persons are below ground and there is no production or significant engineering work in progress. Mechanic's Qualification
Electrician's Qualification
84(b) Supervisory technician Class II Mechanic's Certificate
Class II Electrician's Certificate
84(c) Mechanics and electricians
(Technicians)
Mechanic's Qualification
Electrician's qualification
Class B Mines
84(a) Engineering direction and management Class II Mechanic's Certificate
Class II Electrician's Certificate
84(b) Supervisory technicians Class II Mechanic's Certificate
Class II Electrician's Certificate
84(c) Mechanics and electricians (Technicians) Mechanic's Qualification
Electrician's Qualification

Each qualification is also acceptable for engineering appointments subordinate to those for which they are the minimum requirement.

31 A formal qualification is not required for engineering direction, management, and supervision at any mine which has no prime mover underground capable of developing more than 15 kw. In such cases, the mine manager may authorise a suitably competent person to undertake these duties.

Engineering certificates (other than Mechanic's Qualification and Electrician's Qualification)

Academic achievement

32 Applicants for engineering certificates should hold a suitable academic qualification. Details of acceptable qualifications, currently or recently available, are listed Annex D. The latest qualifications for Class I and II Certificates require a national engineering BTEC qualification supplemented by an award in mining for colliery technicians (mechanical or electrical engineering) or supplemented by a successful assessment in the National and/or Scottish Vocational Qualification (N/SVQ). (See Annex G),

33 Details of academic qualifications which are no longer available, but which remain acceptable, are held by HSE. Information about these can be obtained from the address shown in paragraph 10.

34 Applicants for a mechanical engineer's certificate or electrical engineers certificate should, additionally, have passed the approved examination in mining health and safety law (now administered by the Institute of Materials, Minerals and Mining)

Practical experience

35 All applicants for engineering certificates should have the following practical experience:

  1. completion of one of the apprenticeship schemes as listed in Annex C; or
  2. practical experience in mechanical engineering or electrical engineering which includes:
    • 2 years training in a mechanical or electrical engineering workshop; and,
    • 2 years in the use, examination, testing and maintenance of mechanical or electrical plant.

This experience should also include at least 18 months at a coal mine, of which at least 200 working days should be below ground.

36 The HSE may accept the satisfactory completion of suitable management training schemes, to a level appropriate to the electrical or mechanical engineering discipline, in place of the above practical experience requirement. The schemes enable successful candidates to be considered for appointment as front line supervisors to gain further industrial experience. The approved schemes are listed in Annex B.

Mechanic's qualification and electrician's qualification

37 For the purposes of regulation 11(3)(c) of MASHAM, HSE has approved the apprenticeship schemes listed in Annex C.


IV. Mine Surveyor's certificate of qualification

Introduction

38 The HSE has approved the Mine Surveyor's Certificate of Qualification which supersedes the Mines Surveyor's Certificate, but does not invalidate those already issued.

39 The Mine Surveyor's Certificate of Qualification and the Mine Surveyor's Certificate are the only qualifications approved by the HSE for the position of surveyor at a coal mine.

Academic achievement

40 All applicants should hold a suitable academic qualification. At present acceptable qualifications are:

  1. a degree in mine surveying, or surveying of mineral resources, or a pass in the final examination of the Royal Institution of Chartered Surveyors (Minerals); or
  2. a BTEC, Higher National Diploma (HND) or Higher National Certificate (HNC) in mine surveying or mineral surveying.

41 All applicants should have passed the approved Practical Examination in Mine Surveying (now administered by the Institute of Materials, Minerals and Mining).

Practical experience

42 Applicants should have a minimum of 80 weeks certified experience in surveying at coal mines, as follows:

  1. surveying work on the surface and underground at a working coal mine, relative to the determination of the spatial position of mine workings, or surface features; and of this a minimum of 60 weeks should be work underground, of which 40 weeks should be at coal mines in the United Kingdom;
  2. engineering survey work at a coal mine relating to the design and installation of mining equipment and systems;

and includes any period carrying out such work as part of a training programme. Not more than 16 weeks of the overall experience should be related to experience under subparagraph (b).

V. Deputy's qualification

Introduction

43 The list of currently approved qualifications, list 1 of appendix 1 of the MASHAM ACoP, includes the Deputy's Qualification. It is the minimum qualification, with additional experience for certain appointment as detailed in Lists 2 and 3 of appendix 1, for the following functions:

MASHAM

Regulation ACoP
Class A Mines
10(3)(a) 67 Substitute for manager when manager is not present at the mine but is readily available;
10(2)(c) 62 Shift supervision for the whole of the underground workings of a mine;
10(2)(a) 50 Shift supervision for each area of command;
12(2) 106 Adequate inspection.
Class B Mines
8(1) 36 Mine manager;
8(3) 39 Substitute for manager when manager is not readily available;
10(3)(a) 67 Substitute for manager when manager is not present at the mine but is readily available;
10(2)(b) 62 Shift supervision for the whole of the underground workings of a mine;
10(2)(a) 50 Shift supervision for each area of command;
12(2) 106 Adequate inspection.

Deputy's qualification

44 There are four elements of the Deputy's Qualification, these are:

  1. the Deputy's Certificate;
  2. a gas testing, and hearing certificate;
  3. a first aid certificate;
  4. a certificate attesting to the knowledge of shotfiring.

a. Deputy's certificate

45 The HSE has approved the Deputy's Certificate which attests to academic knowledge, and practical experience for the purpose of the Deputy's Qualification. It may be granted by HSE, or such other body granting the certificate in accordance with Regulation 18 of MASHAM. See Note 1 of Appendix 1 of the MASHAM Approved Code of Practice (ACoP).

Academic knowledge

46. All applicants should:

  1. have obtained a pass in an examination of academic knowledge for Colliery Officials or been successfully assessed in the National and/or Scottish Vocational Qualification (N/SVQ) (See Annex G), or
  2. hold a suitable academic qualification. Details of acceptable qualifications currently, or recently, available are listed in Annex E. Details of academic qualifications which are no longer available, but which remain acceptable, are held by HSE. Information about these may be obtained from the address given in paragraph 10.

Practical experience

47 Applicants should have spent a minimum period of time, specified in paragraph 48, gaining practical experience below ground in a UK coal mine. This should include time at the face of the workings, which means:

  1. any work associated with coal production performed at the face but excluding work performed on a haulage system, in handling supplies, as a conveyor attendant, or work which involves only occasional time spent at the working face; or
  2. work on the formation of development drivages and associated junctions, or shaft sinking, subject to the exclusions in subparagraph (a);

and includes any period carrying out such work as part of a training programme.

48 The minimum period of practical experience is determined by the applicant's academic qualification as follows:

  1. applicants with a degree in mining engineering, or BTEC Higher National Diploma in mining/electrical engineering, or mining/mechanical engineering, should have:
    • a minimum of three years practical experience, of which a minimum of 18 months must have been at the face of the workings (see paragraph 47); or
    • completed a management training scheme, a mining engineering training scheme, or a student apprenticeship in mining engineering approved by HSE;
  2. applicants with a BTEC National Certificate in mining/electrical engineering, mining/mechanical engineering, mechanical or electrical/electronic engineering plus an award in mining for colliery technicians (mechanical or electrical engineering) should have:
    • a minimum of four years practical experience, of which a minimum of 18 months must have been at the face of the workings (see paragraph 47); or
    • completed a management training scheme, a mining engineering training scheme or a student apprenticeship in mining engineering, approved by HSE;
  3. applicants with a pass in the Certificate in Technology for Colliery Officials, or successfully assessed in the National and/or Scottish Vocational Qualification (N/SVQ) in the supervision of underground mining operations should have:
    • a minimum of five years practical experience, of which a minimum of two years must have been at the face of the workings (see paragraph 47); or
    • completed a management training scheme, a mining engineering training scheme or a student apprenticeship in mining engineering approved by HSE.

49 Additionally, applicants should have passed a practical underground test at a mine, in which they satisfy the mine manager that they can make suitable inspection reports, orally and in writing, for the purposes of Regulation 12(8) of MASHAM. The person who conducts the test must hold a first class certificate of qualification and, as far as practicable, should not be in the management structure at the candidate's mine. A list of the topics to be covered in the test is at Annex F.

b. Gas testing and hearing certificate

50 This certificate should have been obtained within the last preceding three years. It attests that, at the time the certificate was issued, the holder was able to make proper tests for firedamp, and that his hearing was sufficient to enable him to carry out his duties efficiently. The certificate should have been granted by a competent educational establishment or a body approved by HSE for the purpose. It is a condition of the approval that this certificate is renewed every three years.

c. First aid at work certificate

51 The first aid at work certificate should attest that the applicant has satisfactorily completed an approved course in first aid. Such a course should have covered aspects of first aid that are specific to mining. It is a condition of the approval that this certificate is renewed every three years.

d. A certificate attesting to the knowledge of shotfiring or a shotfirer's certificate

52 The certificate should attest knowledge of shotfiring that meets HSE's requirements for the shotfiring qualification (see paragraph 5 of Appendix 1, Note 2 (Part 1) of the MASHAM ACoP. The certificate is currently only issued by the Mines Rescue Service Limited.

Annex A - Procedure for reviews under regulation 20(2) of the management and administration of safety and health at mines regulations 1993

(Appendix 5 of the MASHAM ACoP)

Background

1 Regulation 20(2) of the Management and Administration of Safety and Health at Mines Regulations 1993 requires that:

'Where a person is aggrieved by a decision of the Executive or other body empowered to issue certificates made in accordance with paragraph (1) to refuse to issue a certificate of qualification, he may, by an application in writing to the Executive, made within 28 days of the date on which he was notified of the decision, apply for that decision to be reviewed by it in accordance with the procedure approved for that purpose by the Health and Safety Executive and the Executive shall notify him of the result of that review.'

Procedure

2 The following procedure for such reviews of decisions has been approved by the Health and Safety Executive.

The Health and Safety Executive shall notify the applicant in writing and, if the applicant is an employer, the employee to whom the review relates, of the result of the review in writing.

Annex B – First and Second class certificate of qualification and certificates of qualification for electrical and mechanical engineering functions

Approved engineering and management training schemes

(paragraphs 21 and 29 and 36 refer)

The British Coal Engineering and Management Training Scheme

The UK Coal Engineering and Management Training Scheme

Annex C - Certificates of qualification for engineering functions:

Approved apprenticeship schemes

(paragraphs 35 and 37 refer)

Mechanics:

Electricians:

Annex D - Certificates of qualification for engineering functions:

Acceptable academic qualifications

(paragraph 32 refers)

Currently or recently available academic qualifications are as follows:

Mechanical engineer's certificate

Electrical engineer's certificate

Class I mechanic's certificate

Class I electrician's certificate

Class II mechanic's certificate

Class II electrician's certificate

Annex E - Deputy's certificate for the purposes of the deputy's qualification

Acceptable academic qualifications

(paragraph 46b refers )

Currently or recently available academic qualifications are as follows:

Annex F - Deputy's certificate for the purposes of the deputy's qualification:

Practical underground test

(paragraph 49 refers)

Practical underground test

As part of the practical experience requirements for the award of the above certificate, an applicant needs to pass a practical underground test at a mine. In this test they must satisfy the mine manager that they can make adequate oral and written inspection reports as far is practicable.

The person who conducts the test must hold a first class certificate of qualification and, as far as practicable, should not be in the management structure at the candidate's mine.

It is suggested the test should cover the topics listed below.

Ventilation:

Doors - sheets, Regulators - Position of fan or ducting - Ventilation of rippings, cavities and fast ends. Air movers and venturis on machines. Ventilation of headings.

Gas:

Places of likely accumulation - layering and detection of layering - methods of diluting and dispersing - methane drainage. Fire damp detectors.

Support:

Support on face, roadheads, stables, rippings, roads and junctions. Knowledge of the support rules regulations and rockbolt guidance where appropriate.

Method of work:

Types of machine, types of conveyor - methods of working - advance headings - continuous, conventional - strata control - packing, caving, stowing, drivages.

Haulage:

Endless, direct, main and tail, free steered vehicles, conveyors, bunkers, locomotives, stage loaders. Supply system and manpower. Regulations. Transport Rules.

Dust Control:

  1. Deposited Dust:
    Condition of District - stonedust or water barriers, their condition and position - Regulations.
  2. Respirable Dust:
    Control measures, filters condition of devices and equipment, water system on district, respirable dust sampling arrangements.

Other Statutory Precautions:

Fires, Fire fighting Equipment, Position of Pethidine Safe. Position of Meeting Station. Position of Notice Boards. First Aid Equipment.

Power and Machinery:

Safe use and dangers associated with electricity, compressed air and hydraulics. Care of cables. Fencing/guarding of machinery. Immobilisation procedures.

Reports:

Reporting ability - clarity - accuracy.

Examiners Assessment:

Examiner's assessment of candidates general ability

Annex G - Approved academic mining requirements for the purpose of a Deputy's certificate and Class I and II Mechanic's and Electrician's Certificates

Certificate in Technology for Colliery Officials' for a Deputy's Certificate for the purposes of the Deputy's qualification.

National and/or Scottish Vocational Qualification (N/SVQ) in the Supervision of Underground Mining Operations for Coal Mines for a Deputy's Certificate for the purposes of the Deputy's qualification. Currently awarded by The Mines Rescue Service Ltd, the Accredited Assessment Centre for the Mineral Products Qualifications Council (MPQC)

Award in Mining for Colliery Technicians (Mechanical or Electrical Engineering) for the purposes of the Class I and II Mechanic's and Electrician's Certificates.

(Paragraph 46a refers)

National and/or Scottish Vocational Qualification (N/SVQ) in the supervision of Mines Technical Operations for Coal Mines for the purposes of the Class I and II Mechanic's and Electrician's Certificates. Currently awarded by the Mines Rescue Service Ltd, the accredited assessment centre for the Mineral Products Qualification Council (MPQC) Awarding Body.

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2012-11-27