Technical Certification - SME

TECHNICALCERTIFICATIONMODELTECHNOLOGISTAND ENGINEERCOMPETENCYCOMPETENCY MODEL1.5 — Environmental Health & Safety1.5 — Environmental Health and SafetyDefine problems and situations, concerns, and violationsUnderstand range user calculations, limits, size, andparametersUnderstand the sources that create the actual injuryAnalyze and incorporate the human modeling methodsUnderstand OSHA and other safety regulations andcomplyConduct safety walks and auditsIdentify problems, situations, concerns, and violationsDevelop the safety standardsImplement safety resolutions and ergonomicsDetermine tooling/assistant requirementsCommunicate any requirements needing to beaddressed in safety standardsEnsure compliance with OSHA and other safetyregulationsApply information from Safety Data Sheets (SDS)Understand non-hazardous materialsProper selection and use of Personal ProtectiveEquipment (PPE)Observe and monitor practices and implementimprovementsApply information from Safety Data Sheets (SDS)Proper selection, use, and enforcement of use ofPersonal Protective Equipment (PPE)1.5.1 — Human FactorsObserve and monitor to identify opportunities toimprove human factors — ensure compliance withproper processes1.5.1 — Human FactorsObserve and monitor to identify opportunities toimprove human factors — ensure compliance withproper processes1.5.2 — New Technologies Safety1.5.2 — New Technologies SafetyProper selection and use of PPE specified forthe new technologyProper selection, use, and enforcement of use of PPEspecified for the new technologyCompliance with proper material handlingprotocols (correct storage, shelf life,contamination/environmental exposure,disposal, etc.)Ensure compliance with proper material handlingprotocols (correct storage, shelf life,contamination/environmental exposure, disposal, etc.)Apply information from Safety Data Sheets(SDS)Apply information from Safety Data Sheets (SDS)Compliance with hazmat protocolsEnsure compliance with hazmat protocolsMonitor equipment temperature and takecorrective actionComply with proper handling procedures forinert gasses used in Additive Manufacturing;monitoring and alarm responsesEnsure compliance with proper handling procedures forinert gasses used in Additive Manufacturing;monitoring and alarm responsesApply appropriate safety protocols onmachines that are not designed for LockoutTagoutEnsure compliance to safety protocols on machinesthat are not designed for Lockout TagoutUnderstand the potential impact acybersecurity breach may have on equipment(e.g. equipment controls taken over remotely)Understand the potential impact a cybersecuritybreach may have on equipment (e.g. equipmentcontrols taken over remotely)Ensure proper guarding is used and training isconducted on new technologiesDevelop guarding and training procedures for newtechnologies1.5.3 — Hazardous Materials1.5.3 — Hazardous Materials6 P a g e7sme.org/cmfgtsme.org/cmfge

TECHNICALCERTIFICATIONMODELTECHNOLOGISTAND ENGINEERCOMPETENCYCOMPETENCY MODELEnsure chemicals are properlylabeled/handledReview drawings to ensure compliance with companypolicy relating to environmental impactsCommunicate safety practices for handling ofwaste, and in case of emergencyReview and encourage the wise use of resources tominimize wasteReview company policy for environmentalpractices and allowable/not allowablechemicalsDevelop proper waste disposal methods andproceduresApply information from Safety Data Sheets (SDS)Work with environmental/safety department to makesure new chemicals are logged, necessary dataattached, and proper labeling is affixedBecome aware of the MSDS systems in placeIdentify hazardous materials and log them into the SDSdatabase1.5.4 — Personal Protective Equipment (PPE)1.5.4 — Personal Protective Equipment (PPE)Create an environment of compliance relatingto personal protective equipment (PPE)Define personal protective equipment (PPE)requirementsProper selection and use of PPEProper selection, use, and enforcement of use of PPEspecified for the new technology1.5.5 — Situational Awareness1.5.5 — Situational AwarenessApply appropriate protocols within the workenvelopeEnsure proper protocols are followed within the workenvelopeApply protocols within and when transitioningbetween work zones (e.g. one zone mayrequire safety glasses, next zone may alsorequire steel toed shoes, etc.)Ensure compliance with protocols within and whentransitioning between work zonesConduct training on protocols within the workenvelope and for transitioning between workzonesCollaborate on the development of training for thework envelope and for transitioning between workzones1.5.6 — Ergonomics1.5.6 — ErgonomicsAwareness of Ergonomic Safety Data Sheets(ESDS)Awareness of Ergonomic Safety Data Sheets (ESDS)Identify opportunities to improve ergonomicsand ensure compliance with proper processesReview and improve work bench/area design andfacility layoutCollaborate on the development of workplace designand plant layoutContribute to root cause analysis to identify thesources that create an actual injuryIdentify opportunities to improve ergonomics — ensurecompliance with proper processesDevelopment of production processes to minimizeinjury1.5.7 — Hand Tool Use1.5.7 — Hand Tool UseUnderstand hand tool use and be able to trainothersResearch and make recommendations for hand toolsand machines7 P a g e8sme.org/cmfgtsme.org/cmfge

TECHNICALCERTIFICATIONMODELTECHNOLOGISTAND ENGINEERCOMPETENCYCOMPETENCY MODELUnderstand how to use machines and be ableto train othersResearch and make recommendations forimprovementsAnalyze tooling needs, make suggestionsCreate processes and safety proceduresAnalyze and make suggestions for shop supplies relatingto hand tool use and machine operationsReview personal protective equipment (PPE)requirements and help operators understand how touse it1.6 — Ethics1.6 — EthicsComply with ethics policies/standards of your employerand/or professional organizationComply with ethics policies/standards of your employerand/or professional organizationMaintain confidentiality of companyinformation and customer informationMaintain confidentiality of company information andcustomer informationAs an individual, act in the best interest of youremployee, your community, and the environmentAs an individual, act in the best interest of youremployee, your community, and the environmentUse company property in a proper manner in order tominimize loss, waste, or theftUse company property in a proper manner in order tominimize loss, waste, or theftDo not accept bribes or kickbacks from customers orcolleaguesDo not accept bribes or kickbacks from customers orcolleaguesUse appropriate protocols for reporting ethicalviolationsUse appropriate protocols for reporting ethicalviolations2 — Manufacturing Process Application - 10%2 — Manufacturing Process Application - 15%Understand existing applications and usesResearch existing applications and be able to derivebenefits, costs, and drawbacks of the ones in questionUnderstand how to use existing manufacturingapplications efficientlyProvide suggestions based on investigative researchUnderstand where to look for new technology relatingto new process applications and operationProvide training for operators/technologists on newtechnology and how to use it2.1 — Materials Properties & Applications of (topicsbelow)2.1 — Materials Properties & Applications of (topicsbelow)2.1.1 — Metals (Properties and Applications)2.1.1 — Metals (Properties and Applications)Apply principles of mechanical and thermal propertiesApply principles of mechanical and thermal propertiesAwareness of materials standards, classifications, andcertificationsAwareness of materials standards, classifications, andcertificationsConduct testing on incoming materialsDefine testing protocols for incoming materials2.1.2 — Plastics/Polymers (Properties andApplications)2.1.2 — Plastics/Polymers (Properties andApplications)Understand types of polymers in selection anddesignUnderstand types of polymers in selection and design8 P a g e9sme.org/cmfgtsme.org/cmfge

TECHNICALCERTIFICATIONMODELTECHNOLOGISTAND ENGINEERCOMPETENCYCOMPETENCY MODELApply general mechanical, electrical, thermal, elastic,and plastic properties and characteristics in selectionand designApply general mechanical, electrical, thermal, elastic,and plastic properties and characteristics in selectionand design2.1.3 — Composites (Properties andApplications)2.1.3 — Composites (Properties and Applications)Understand types of composites (e.g. fiberreinforced, metal-matrix, thermosets, ceramicmatrix, etc.)Apply proper criteria for composites selectionUnderstand general mechanical, electrical, and thermalpropertiesUnderstand general mechanical, electrical, and thermalpropertiesApply proper safety protocols when working withcompositesApply proper safety protocols when working withcomposites2.1.4 — Ceramics (Properties and Applications)2.1.4 — Ceramics (Properties and Applications)Understand selection criteria for ceramicsApply proper selection criteria for types of ceramicsUnderstand general mechanical, electrical, and thermalpropertiesUnderstand structure of ceramicsUnderstand general mechanical, electrical, and thermalpropertiesApply proper safety protocols when working withceramicsApply proper safety protocols when working withceramics2.2 — Manufacturing Processes2.2 — Manufacturing ProcessesThese competencies should be applied to all manufacturing processes outlined below.Process-unique competencies are provided below for each unique process.Analyze customer requirements (work with customerto define requirements)Understand existing manufacturingapplications and usesResearch existing applications and derive benefits,costs, and drawbacksReview and follow processCreate and optimize processesSupport research for new technology/processesDesign, selection and analysis of tooling, fixturing, andgaugingTroubleshoot machineryReview supplier capabilitiesProvide data to support process selectionDevelop scope of work (e.g. equipment, process, etc.)Document process parametersCompliance with environmental regulations, protocolsand controls.Manage performance to schedules, track variances(actual to schedule/compliance)Review controlling documents and be able to recognizeand communicate controlling featuresProvide training for operators/technologist on newtechnology and how to use itApply modeling and simulation software for specificmanufacturing processDevelop and implement new processesDevelop inspection planComply with company policies and procedures9 P a g e10sme.org/cmfgtsme.org/cmfge

TECHNICALCERTIFICATIONMODELTECHNOLOGISTAND ENGINEERCOMPETENCYCOMPETENCY MODEL2.2.1 — Additive Manufacturing/3D Printing2.2.1 — Additive Manufacturing/3D PrintingUnderstand property differences when orientatingpropertiesUnderstand property differences when orientatingpropertiesUnderstand the ASTM definitions for the major additivemanufacturing processesUnderstand the ASTM definitions for the major additivemanufacturing processesAwareness that certain features require a supportgeneration strategyAwareness that certain features require a supportgeneration strategyAwareness of post-processing requirementsAwareness of post-processing requirementsAwareness of AM applications as a secondary processAwareness of AM applications as a secondary processUnderstand the business case for AM includingtradeoffs, feasibility, cost, etc.Understand requirements for part traceability, partserialization, and traceability of materialsUnderstand requirements for part traceability, partserialization, and traceability of materialsGenerate a modelAnalyze the build and observe the methodsDevelop documented feedbackProvide feedback concerning the prototype build andtestManage brainstorm session(s)Provide input during brainstorming sessions forimprovementsProvide equipment research for safe testingRe develop, working model using alternate methodsAnalyze design for manufacturing (DFM)Conduct testingPlan lean principal incorporation in additivemanufacturingProvide documented build methodsAnalyze times to perform various operationsReview time standards to actual build timesReview and adjust time standards as necessary forplanningProvide design improvement suggestionsReview rapid prototype model forbrainstorming/improvementsUnderstand or research rapid prototype techniquesavailable and the applications of eachProvide feedback to manufacturing and design groupProvide feedback to technologist and design groupUnderstand machine setupUnderstand CAD software and machine parametersProvide input on material selectionsProvide input on material selectionsBiomedical unique application: understand biomaterialcompatibilityBiomedical unique application: understand biomaterialcompatibility2.2.2 — Subtractive Manufacturing/ Material Removal2.2.2 — Subtractive Manufacturing/Material RemovalUnderstand speeds and feedsDevelop machine programsAnalyze programming codeSelect tooling and fixturingUnderstanding of tooling and fixturingAnalyze and anticipate tooling reactionsUnderstand tooling selection2.2.3 — Fabrication2.2.3 — Fabrication10 P a g e11sme.org/cmfgtsme.org/cmfge

TECHNICALCERTIFICATIONMODELTECHNOLOGISTAND ENGINEERCOMPETENCYCOMPETENCY MODELCompetencies under 2.2 Manufacturing ProcessesCompetencies under 2.2 Manufacturing Processes2.2.4 — Electrical/Electronics Manufacturing2.2.4 — Electrical/Electronics ManufacturingAdhere to electric static discharge (ESD) controlsApplication of appropriate processes for through vssurface mount componentsConduct functional testing of circuitsWork with electrical engineering and qualityengineering to develop functional testing protocols ofcircuits.Develop and implement electric static discharge (ESD)controls2.2.5 — Treatments (e.g. Heat Treatment) & Coatings2.2.5 — Treatments (e.g. Heat Treatment & CoatingsCompetencies under 2.2 Manufacturing ProcessesCompetencies under 2.2 Manufacturing Processes2.2.6 — Finishing2.2.6 — FinishingCompetencies under 2.2 Manufacturing ProcessesCompetencies under 2.2 Manufacturing Processes2.2.7— Joining, Welding, and Assembly2.2.7 — Joining, Welding, and AssemblyCompetencies under 2.2 Manufacturing ProcessesCompetencies under 2.2 Manufacturing Processes2.2.8 — Material Handling and Packaging2.2.8 — Material Handling and PackagingReview practices to make sure processes are followedComply with regulations relating to packaging ofliquids, hazmat, and size limitsPlan in order to keep supplies on handDevelop and implement material handling controlsProvide feedback to engineer on what works and whereimprovements are necessaryProvide recommendations for material handling needs3 – Design & Development- 20%3 – Design & Development - 15%Provide input during design reviewWork with product designer on value addedengineeringProvide input for how the product flows through facilityProvide input during design reviewAssess part(s) flow and handling for processing.Conduct capability and feasibility study3.1 — Intellectual Property Protection3.1 — Intellectual Property ProtectionProvide testing/proving out new ideaProvide testing/proving out new ideaProvide report results of testing to engineerProvide report results of testing to engineerComply with intellectual property laws (trademarks,patents, copyrights)Comply with intellectual property laws (trademarks,patents, copyrights)Understand import/export/regulatory (e.g. ITAR, FFL,etc.) requirements around IP, and associated datamanagement protocolsEnsure compliance import/export/regulatory (e.g. ITAR,FFL, etc.) requirements around IP and associated datamanagement protocols11 P a g e12sme.org/cmfgtsme.org/cmfge

TECHNICALCERTIFICATIONMODELTECHNOLOGISTAND ENGINEERCOMPETENCYCOMPETENCY MODEL3.1.1 — Patents3.1.1 — PatentsAwareness of patent rules/laws and how not to infringeWork with patent attorneysAwareness of internal processes and protocols forcreation, solicitation and disclosure technologySupport research existing patents and pending patentsCompliance with non-disclosure agreementsParticipate patent meetingsAwareness of internal processes and policies forcreation, solicitation and disclosure technologyParticipate in office actions to United States Patent andTrademark Office (USPTO)Compliance with non-disclosure agreementsAwareness of internal processes and policies forcreation, solicitation and disclosure technology3.1.2 — Trademarks3.1.2 — TrademarksAwareness of trademark rules/laws, how not to infringe,and proper use of trademarksAwareness of trademark rules/laws, how not toinfringe, and proper use of trademarks3.1.3 — Copyrights3.1.3 — CopyrightsAwareness of copyright types/rules/laws and how not toinfringeAwareness of copyright types/rules/laws and how notto infringe3.1.4 — Trade Secrets3.1.4 — Trade SecretsProtect trade secretsProtect trade secretsAwareness of company processes andprotocols for trade secretsAwareness of company processes and protocols fortrade secrets3.2 — Computer-Aided Design/Drafting/EngineeringGraphics/Modeling/Bill of Materials3.2 — Computer-Aided Design/Drafting/EngineeringGraphics/Modeling/Bill of MaterialsUse CAD system to access and analyzegraphics, drawings and modelsUse CAD system to develop and analyze graphics,drawings and modelsComply with drawing and modeling standardsComply with drawing and modeling standardsCollaborate with design on manufacturingrelated initiativesAnalyze competitor's product3.2.1 — Software3.2.1 — SoftwareAccess and interrogate modelsCreate and analyze conceptual modelsSoftware selection (selecting the right software for thesituation)Create designConceptualize design and oversee creation of design3.2.2 — Slice Files3.2.2 — Slice FilesAccess files and transfer to the machineSet parameters of 3D printed designCreate STL files3.2.3 — 3D vs 2D Modeling3.2.3 — 3D vs 2D Modeling12 P a g e13sme.org/cmfgtsme.org/cmfge

TECHNICALCERTIFICATIONMODELTECHNOLOGISTAND ENGINEERCOMPETENCYCOMPETENCY MODELAccess the appropriate filesUnderstand the appropriate application for 2 vs 3D3.2.4 — Drafting Standards Mechanism3.2.4 — Drafting Standards MechanismAdherence to drafting standardsDevelop/create; establish parameters/tolerances,3.2.5 — Computer-Aided Drafting3.2.5 — Computer-Aided DraftingDevelop drawing to specDevelop/create drawings; establishparameters/tolerancesRevise drawings/refine drawingsDevelop template files; establish methodsUnderstand functions within the software toolRevision controlRevision control & traceabilityFollow/apply drafting standardsManage & control configurationsUnderstand functions within the software tool3.3 — Concurrent Engineering/Design for X3.3 — Concurrent Engineering/Design for XThese competencies apply to all 3 level topics; unique topics only are covered at the 3rd level.rdProvide data on what the life cycle will be based ontesting resultsProvide life cycle analysis (from beginning to end,(cradle-to-grave) on how the product/process willfunction, how long will it last, warranty monitoring,disposal, and maintenance)Provide estimates of time to build the productDesign review & validationProvide input on manufacturing and assemblymethods and tooling requirementsDevelop the business case (financial, process,equipment, capacity, etc.)Provide input on machine utilizationsManage drawing release scheduleUnderstand and recognize consumerhazards/risksDevelop the manufacturing bill of material and routingsProvide standard component suggestions(OEM)Compliance with existing laws and legal resourcesReview for continuous ImprovementUnderstand risks and provide proactive riskas

impacts on tolerance Interpret GD&T on the print and translate to the application Understand basic GD&T Understand temperature, climate, and environmental impacts on tolerance Understand tolerance stack-up analysis Select methods and conduct tolerance stack-up analysis Establish datum scheme/reference points