Key information

  1. Status: Approved for delivery
  2. Reference: ST1338
  3. Version: 1.0
  4. Level: 3
  5. Typical duration to gateway: 36 months
  6. Typical EPA period: 3 months
  7. Maximum funding: £24000
  8. Route: Engineering and manufacturing
  9. Date updated: 04/12/2023
  10. Approved for delivery: 30 November 2023
  11. Lars code: 743
  12. EQA provider: Ofqual
  13. Example progression routes:
  14. Review: this apprenticeship will be reviewed in accordance with our change request policy.

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Apprenticeship summary

Overview of the role

Prepare for and conduct processes in one stage of cell or battery manufacture.

Occupation summary

Battery manufacturing technicians are found in the process manufacturing sector, producing cells and batteries.

Cells and batteries store chemical energy and convert it to electrical energy. A cell is a single unit, whereas two or more cells is a battery. They are used in transport - micro-mobility such as scooters and bikes, cars, vans, lorries, buses, trains, planes, and ships. Domestic applications such as power walls. Power industry grid balancing facilities. Mobile phones and laptops and many more. Batteries play a key role in the environmental agenda, providing storage for renewable energy generation and power to electric vehicles.

This is a core and options apprenticeship. An apprentice must be trained and assessed on the core and one option relevant to their role. The options are:

  • Option 1. Electrode technician
  • Option 2. Cell assembly technician
  • Option 3. Ageing, formation and testing technician
  • Option 4. Module and pack technician

Battery manufacturing technicians prepare for and conduct processes in one stage of cell or battery manufacture. Electrode technicians produce the component that goes in battery cells. They perform processes such as mixing, coating, drying, calendering, and electrode slitting. Cell assembly technicians make individual cells performing processes such as winding, stacking, filling, and sealing. Formation technicians perform formation, ageing and testing processes and final inspection of cells, ensuring cells are charged and working. Module and pack technicians combine individual cells to make battery modules and packs, and conduct end of line testing and cell finishing. In relation to the stage that they work in, technicians conduct quality assurance and maintain process records. Maintaining workplace health, safety and environment is also key. Technicians also support other activities including continuous improvement, inventory control, and maintenance.

In their daily work, they interact with other members of the manufacturing team. They also have contact with other teams for example, process engineers, maintenance engineers, supply chain staff, and warehouse staff.

They are responsible for complying with health, safety, environmental and sustainability regulations, standards, and guidance. This may include wearing specialist personal protective equipment for working in clean and dry facilities, and with high voltage and hazardous materials such as electrolyte. They must ensure that products meet quality specifications and manufacturing guidelines and are produced to schedule and cost. They may work as part of a small or large manufacturing team.

They typically report to a production manager.

Typical job titles include:

Battery manufacturing technician Green leaf Cell assembly technician Green leaf Electrode technician Green leaf Formation, ageing and testing technician Green leaf Module and pack technician Green leaf

Duties

  • Duty 1 Maintain workplace health, safety and environment following safety, environmental and risk management systems.
  • Duty 2 Conduct handover responsibilities for example, receive information from or pass information to other shifts or departments.
  • Duty 3 Complete process manufacturing records. For example, production records.
  • Duty 4 Undertake quality control processes.
  • Duty 5 Support inventory control. Ensure the required materials and consumables are available for production. Assist with the internal movement of materials.
  • Duty 6 Support maintenance activities. For example, help engineering in set-up and calibration tasks, report faults, conduct routine preventative maintenance such as inspecting machinery.
  • Duty 7 Support continuous improvement activities. For example, developing methods and procedures to control or modify the manufacturing process to increase product quality and competitiveness. Identifying ways to contribute to sustainability by reducing energy use and waste. Collecting data to use to analyse and improve the process.
  • Duty 8 Support internal and external audits. For example, supply information.
  • Duty 9 (Electrode technician) Prepare for electrode manufacturing.
  • Duty 10 (Electrode technician) Perform electrode manufacturing processes for example: mixing, coating, drying, calendering, and electrode slitting.
  • Duty 11 (Cell assembly technician) Prepare for cell assembly manufacturing.
  • Duty 12 (Cell assembly technician) Perform cell assembly processes for example: winding, stacking, filling, and sealing.
  • Duty 13 (Formation, ageing and testing technician) Prepare for formation, ageing and testing manufacturing.
  • Duty 14 (Formation, ageing and testing technician) Perform formation, ageing and testing processes and final inspection.
  • Duty 15 (Module and pack technician) Prepare for module and pack manufacturing.
  • Duty 16 (Module and pack technician) Perform module and pack processes for example: final assembly, end of line testing, and cell finishing.

Apprenticeship summary

ST1338, battery manufacturing technician level 3


This is a summary of the key things that you – the apprentice and your employer need to know about your end-point assessment (EPA). You and your employer should read the EPA plan for the full details. It has information on assessment method requirements, roles and responsibilities, and re-sits and re-takes.

What is an end-point assessment and why it happens

An EPA is an assessment at the end of your apprenticeship. It will assess you against the knowledge, skills, and behaviours (KSBs) in the occupational standard. Your training will cover the KSBs. The EPA is your opportunity to show an independent assessor how well you can carry out the occupation you have been trained for.

Your employer will choose an end-point assessment organisation (EPAO) to deliver the EPA. Your employer and training provider should tell you what to expect and how to prepare for your EPA. 

The length of the training for this apprenticeship is typically36 months. The EPA period is typically3 months.

The overall grades available for this apprenticeship are:

  • fail
  • pass
  • merit
  • distinction

When you pass the EPA, you will be awarded your apprenticeship certificate.

EPA gateway

The EPA gateway is when the EPAO checks and confirms that you have met any requirements required before you start the EPA. You will only enter the gateway when your employer says you are ready.

The gateway requirements for your EPA are:

  • achieved English and mathematics qualifications in line with the apprenticeship funding rules
  • for the interview underpinned by a portfolio of evidence you must submit a: portfolio of evidence

Assessment methods


Observation with questions


You will be observed by an independent assessor completing your work. It will last at least 3 hours. They will ask you at least 4 questions.







Interview


You will have a interview with an independent assessor. It will last 60 minutes. They will ask you at least 8 questions.The questions will be about certain aspects of your occupation. You need to compile a portfolio of evidence before the EPA gateway. You can use it to help answer the questions.



Test or examination

You will complete a multiple-choice test. It will be closed book, meaning you will not have access to any books or reference materials.

The test will have 40 multiple-choice questions. You will have 60 minutes to complete it.



Who to contact for help or more information

You should speak to your employer if you have a query that relates to your job.

You should speak to your training provider if you have any questions about your training or EPA before it starts.

You should receive detailed information and support from the EPAO before the EPA starts. You should speak to them if you have any questions about your EPA once it has started.


Reasonable adjustments


If you have a disability, a physical or mental health condition or other special considerations, you may be able to have a reasonable adjustment that takes this into account. You should speak to your employer, training provider and EPAO and ask them what support you can get. The EPAO will decide if an adjustment is appropriate.


Professional recognition

This apprenticeship aligns with Institution of Chemical Engineers (IChemE) for Engineering Technician (EngTech). Upon successful completion of an IChemE approved apprenticeship and upon receipt of the apprenticeship certificate, individuals are eligible to apply through a shortened application route for registration as EngTech. The shortened application route will need to confirm that the threshold for underpinning knowledge and understanding has been met. Individuals also need to be a member of a professional body, such as IChemE, that is licensed by the Engineering Council to be awarded this status. Further information is on the Institution of Chemical Engineers website.

This apprenticeship aligns with The Science Council for Registered Science Technician (RSciTech). Upon successful completion of the apprenticeship and upon receipt of the apprenticeship certificate, individuals are eligible to apply for RSciTech through a shortened application route. Individuals also need to be a member of a professional body that is licensed by the Science Council to be awarded this status. Further information is on the Science Council’s website.

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Details of the occupational standard

Occupation summary

Battery manufacturing technicians are found in the process manufacturing sector, producing cells and batteries.

Cells and batteries store chemical energy and convert it to electrical energy. A cell is a single unit, whereas two or more cells is a battery. They are used in transport - micro-mobility such as scooters and bikes, cars, vans, lorries, buses, trains, planes, and ships. Domestic applications such as power walls. Power industry grid balancing facilities. Mobile phones and laptops and many more. Batteries play a key role in the environmental agenda, providing storage for renewable energy generation and power to electric vehicles.

This is a core and options apprenticeship. An apprentice must be trained and assessed on the core and one option relevant to their role. The options are:

  • Option 1. Electrode technician
  • Option 2. Cell assembly technician
  • Option 3. Ageing, formation and testing technician
  • Option 4. Module and pack technician

Battery manufacturing technicians prepare for and conduct processes in one stage of cell or battery manufacture. Electrode technicians produce the component that goes in battery cells. They perform processes such as mixing, coating, drying, calendering, and electrode slitting. Cell assembly technicians make individual cells performing processes such as winding, stacking, filling, and sealing. Formation technicians perform formation, ageing and testing processes and final inspection of cells, ensuring cells are charged and working. Module and pack technicians combine individual cells to make battery modules and packs, and conduct end of line testing and cell finishing. In relation to the stage that they work in, technicians conduct quality assurance and maintain process records. Maintaining workplace health, safety and environment is also key. Technicians also support other activities including continuous improvement, inventory control, and maintenance.

In their daily work, they interact with other members of the manufacturing team. They also have contact with other teams for example, process engineers, maintenance engineers, supply chain staff, and warehouse staff.

They are responsible for complying with health, safety, environmental and sustainability regulations, standards, and guidance. This may include wearing specialist personal protective equipment for working in clean and dry facilities, and with high voltage and hazardous materials such as electrolyte. They must ensure that products meet quality specifications and manufacturing guidelines and are produced to schedule and cost. They may work as part of a small or large manufacturing team.

They typically report to a production manager.

Typical job titles include:

Battery manufacturing technician Green leaf Cell assembly technician Green leaf Electrode technician Green leaf Formation, ageing and testing technician Green leaf Module and pack technician Green leaf

Entry requirements

Employers may require candidates to have a health screening before working in a clean room.

Core occupation duties

Duty KSBs

Duty 1 Maintain workplace health, safety and environment following safety, environmental and risk management systems.

K2 K3 K4 K5 K6 K7 K8 K9 K12 K14 K27 K28 K37

S3 S4 S5 S6 S7 S8 S18 S19

B1 B2 B3 B5 B6

Duty 2 Conduct handover responsibilities for example, receive information from or pass information to other shifts or departments.

K2 K14 K24 K27 K28 K29

S1 S2 S8 S9 S16 S17 S18 S19 S20

B3 B5 B6

Duty 3 Complete process manufacturing records. For example, production records.

K14 K16 K19 K24 K27 K28

S8 S11 S18 S19 S20

B3 B5 B6

Duty 4 Undertake quality control processes.

K2 K13 K14 K17 K24 K27 K28 K35

S8 S12 S13 S17 S18 S19 S20

B3 B5 B6

Duty 5 Support inventory control. Ensure the required materials and consumables are available for production. Assist with the internal movement of materials.

K10 K14 K24 K26 K27 K28

S8 S16 S17 S18 S19 S20

B3 B5 B6

Duty 6 Support maintenance activities. For example, help engineering in set-up and calibration tasks, report faults, conduct routine preventative maintenance such as inspecting machinery.

K2 K14 K18 K26 K27 K28

S8 S10 S16 S17 S18 S19

B3 B5 B6

Duty 7 Support continuous improvement activities. For example, developing methods and procedures to control or modify the manufacturing process to increase product quality and competitiveness. Identifying ways to contribute to sustainability by reducing energy use and waste. Collecting data to use to analyse and improve the process.

K1 K14 K15 K19 K20 K21 K22 K23 K24 K26 K27 K28

S8 S13 S14 S15 S16 S17 S18 S19 S20 S21

B3 B4 B5 B6 B7

Duty 8 Support internal and external audits. For example, supply information.

K14 K24 K26 K27 K28

S8 S16 S17 S18 S19 S20

B3 B5 B6

Option duties

KSBs

Knowledge

K1: Battery manufacturing industry awareness: manufacturing environments, types of employers, types of customers. Business: Industrial strategy, ethical sourcing, and battery supply chain practice. Back to Duty

K2: Battery manufacturing technician’s role. Limits of responsibility. Escalation procedures. Back to Duty

K3: Health and safety regulations, standards, and guidance. ATEX - safety requirements for workplaces and equipment used in explosive atmospheres. The Control of Major Accident Hazards Regulations (COMAH). Control of Substances Hazardous to Health (COSHH). Dangerous Substances and Explosive Atmospheres Regulations (DSEAR). Electrical safety and compliance. Fire safety. Health and Safety at Work Act – responsibilities. Legionella. Lifting Operations and Lifting Equipment Regulations (LOLER). Lone working. Management of health and safety at work. Noise regulation. Permits to work. Provision and Use of Work Equipment Regulations (PUWER). REACH — Regulation for Registration, Evaluation, Authorisation and Restriction of Chemicals. Safety signage and purpose. spill response handling Slips trips and falls. The Reporting of Injuries, Diseases and Dangerous Occurrences Regulations (RIDDOR). Working at Height. Working in confined spaces. Back to Duty

K4: Health and safety practice - Lock out, tag out (LOTO). Manual handling. Personal Protective Equipment (PPE) requirements. Risk assessment and safe systems of work. Back to Duty

K5: Incident and near miss reporting. Emergency procedures. Back to Duty

K6: Battery health and safety. Battery manufacturing safety guidance. Battery failures and faults – causes and consequences. Battery manufacturing safety hazards – risks they pose and management. Responding to battery fires, chemical spillages, gas leakages, and incidents. Back to Duty

K7: Environmental and sustainability regulations, standards, and guidance: Environmental Management Systems standard, Environmental Protection Act, Climate Change Act, Energy Act, Control of Pollution Act. Principles of control and management of emissions and waste. Environmental signage and notices. Back to Duty

K8: Sustainability practice: energy efficiency, reuse of resources, recycling procedures. Back to Duty

K9: The environmental benefits of batteries in the move towards net zero emissions. Sustainability and carbon footprint of different types of batteries and materials used in production: how that can be mitigated for by selection and whole of lifecycle considerations. Back to Duty

K10: Production requirements: product specification, processing specification, rate of production. Material safety data sheet, product labelling and product codes; the importance of identifying non-conforming materials and products. Overall Equipment Effectiveness (OEE). Stock control principles. Back to Duty

K11: Process control systems and their constituent components. Back to Duty

K12: Need and requirements for clean and dry rooms in battery manufacturing – protocols for entering, working in, exiting. Safe working within a clean and dry room: risks. Back to Duty

K13: Quality assurance vs quality control; key differences. Quality standards. Consequences of not achieving quality standards. Line side and lab quality control. Purpose of audits. Back to Duty

K14: Operational procedures and on-going quality assurance requirements. Back to Duty

K15: Development and review of operational procedures. Back to Duty

K16: Documentation requirements: documentation control, auditable records. Back to Duty

K17: Representative sampling. Common methods of analysis. Principles of quality procedures in the laboratory. Back to Duty

K18: Maintenance practices. Preventative maintenance requirements. Back to Duty

K19: Numerical approximations and unit conversion tables. Areas, volumes, and flow rates calculations. Statistical data. Basic rules of algebra to solve problems. Back to Duty

K20: British standards for engineering representations, drawings, and graphical information. Back to Duty

K21: Application of digital systems to support manufacture: CAD (computer-aided design), CAM (computer-aided manufacturing), CMM (coordinate measuring machine), 3D printing, Human Machine Interface (HMI). Back to Duty

K22: Problem solving and fault-finding techniques: root cause analysis. Back to Duty

K23: Continuous improvement (CI) systems and techniques. Back to Duty

K24: Digital technologies. General data protection regulation (GDPR). Cyber security. Back to Duty

K25: Industry 4.0. Back to Duty

K26: Verbal communication techniques. Back to Duty

K27: Written communication techniques. Technical report writing techniques. Back to Duty

K28: Principles of team working. Equality, diversity, and inclusion. Back to Duty

K29: Planning, prioritising, and time management techniques. Back to Duty

K30: Battery manufacturing terminology: cell, battery, anodes, and cathodes. Back to Duty

K31: Different types of battery and their technologies: pouch, cylindrical, prismatic, solid state, and monobloc, new technologies. Primary and secondary batteries. Developments in battery manufacturing. Back to Duty

K32: Cell materials: solvents, and electrolyte. Back to Duty

K33: Batteries and their applications. Back to Duty

K34: Basic chemistry awareness: the Periodic Table, ionic and covalent bonding, the different current types of battery chemistry and their uses. Back to Duty

K35: Battery standards and market certification. Back to Duty

K36: Battery structure: cells, packs, anodes, cathodes, battery management systems. Back to Duty

K37: Requirements for transportation of lithium cells and batteries. Back to Duty

K38: Option 1. Formulations of materials - what they are and importance of following them. Manual and automated mixing methods. Back to Duty

K39: Option 1. Materials used in electrode slurries: binder, solvents and active materials. Types of mixing equipment; pros and cons. Back to Duty

K40: Option 1. Electrode process procedures. Back to Duty

K41: Option 1. The purpose of electrode processes: mixing (semi continuous, continuous and batch), coating (continuous and intermittent or skip coating, extrusion methods), calendering (hot and cold), electrode slitting and cutting. Back to Duty

K42: Option 1. Potential issues in electrode processing and defect identification. Back to Duty

K43: Option 2. Formulations of materials - what they are and importance of following them. Manual and automated mixing methods. Back to Duty

K44: Option 2. Cell assembly processes procedures. Back to Duty

K45: Option 2. Cell assembly purpose of processes: preparation (drying), winding (manual and automated approaches), can insertion, electrode slitting (cylindrical cells) and cutting (pouch cells), stacking, and assembly (deep draw and heat sealing). Back to Duty

K46: Option 2. Potential issues in cell assembly and defect identification. Back to Duty

K47: Option 2. Different types of cells: pouch, cylindrical, prismatic, solid state, monobloc, and new technologies. Back to Duty

K48: Option 2. Cell finishing monitoring and recording requirements. Back to Duty

K49: Option 3. Formulations of materials - what they are and importance of following them. Manual and automated mixing methods. Back to Duty

K50: Option 3. Electrical components in physics: voltage, current, resistance, power, charge and discharge – definition and calculation. The relationship between resistance, heat and cell chemistry. Kirchhoff’s Laws, Ohm’s Law. Flow of electrons. Back to Duty

K51: Option 3. Formation, ageing and testing company processes procedures. Back to Duty

K52: Option 3. Formation, ageing and testing purpose of processes: formation (current methods), ageing (current methods) and testing (open-circuit voltage, end of line, grading). Back to Duty

K53: Option 3. Data techniques: data recording, analysis, and translation. Back to Duty

K54: Option 3. Potential issues in formation, ageing and testing and defect identification methods. Back to Duty

K55: Option 4. Stock control requirements. Back to Duty

K56: Option 4. Engineering and design documentation application considerations. Back to Duty

K57: Option 4. Module and pack assembly processes procedures. Back to Duty

K58: Option 4. Implications of hazardous voltage. Back to Duty

K59: Option 4. Live pack handling requirements. Back to Duty

K60: Option 4. Module and pack purpose of processes: preparation, bonding, welding manual and automated methods (nickel tabs, bus bars), soldering, crimping, encapsulation and final assembly. Back to Duty

K61: Option 4. Potential issues in module and pack and defect identification. Back to Duty

K62: Option 4. Module and pack finishing - monitoring and recording requirements (traceability). Back to Duty

Skills

S1: Obtain and read instructions or information to understand task. Back to Duty

S2: Plan task. Identify and organise resources with consideration for safety, security, environmental impact, cost, and quality. Back to Duty

S3: Identify hazards and risks in the workplace. Back to Duty

S4: Apply health, safety and environmental procedures in compliance with regulations, standards and codes of practice for example lock out tag out (LOTO). Back to Duty

S5: Reinstate work area: housekeeping, replacing tools and equipment. Back to Duty

S6: Segregate resources for reuse, recycling, and handling. Back to Duty

S7: Apply sustainability principles for example, in choice of materials, minimising waste. Back to Duty

S8: Follow operational procedures including on-going quality checks: visual, tolerances, and non-conformances. Back to Duty

S9: Transfer product, intermediate or final, to next stage. Back to Duty

S10: Follow preventative maintenance practices. For example, cleaning electrodes, ensuring tooling is within calibration date, checking guarding, lubrication of tooling, safety checks, and inspection for wear and tear. Back to Duty

S11: Record or enter information - paper based or electronic. For example, process and production records, traceability records, and quality assurance records. Back to Duty

S12: Apply problem solving techniques. Make suggestions to resolve problems. Back to Duty

S13: Interpret data for example, process data, quality control and test procedure data. Use data to validate suggestions. Back to Duty

S14: Apply continuous improvement techniques for example, lean, 6 Sigma, KAIZEN. Back to Duty

S15: Devise suggestions for improvement. For example, improving the energy consumption or waste profile of processes and procedures to improve the sustainability or carbon footprint of a product, process or task. Back to Duty

S16: Apply team working principles. Back to Duty

S17: Communicate with others verbally for example, colleagues and stakeholders. Back to Duty

S18: Communicate in writing in the workplace for example, handover notes or emails, non-conformances, design change requests. Back to Duty

S19: Escalate issues outside limits of responsibility. Back to Duty

S20: Use digital technologies. Comply with GDPR and cyber security regulations and policies. Back to Duty

S21: Plan how to meet personal development needs. Carry out and record planned and unplanned continued professional development (CPD) activities. Evaluate CPD against plans made. Back to Duty

S22: Option 1. Receive and check electrode manufacturing materials. Back to Duty

S23: Option 1. Follow specialist PPE procedures for over suits, overshoes, boots, gloves, masks, eyewear, and self-contained breathing apparatus. Back to Duty

S24: Option 1. Operate Human Machine Interface (HMI). Back to Duty

S25: Option 1. Run, monitor and adjust HMI settings within permissions. Back to Duty

S26: Option 2. Follow specialist PPE procedures for over suits, overshoes, boots, gloves, masks, and eyewear. Back to Duty

S27: Option 2. Apply electrolyte safety precautions. Back to Duty

S28: Option 2. Receive and check cell assembly manufacturing materials. Back to Duty

S29: Option 2. Operate Human Machine Interface (HMI). Back to Duty

S30: Option 2. Run, monitor and adjust HMI settings within permissions. Back to Duty

S31: Option 3. Receive and check formation, ageing and testing manufacturing materials. Back to Duty

S32: Option 3. Load and handle cells. Back to Duty

S33: Option 3. Operate Human Machine Interface (HMI): set up, shut down, and cleaning modes. Back to Duty

S34: Option 3. Identify trends in data. Back to Duty

S35: Option 3. Run, monitor and adjust HMI settings within permissions. Back to Duty

S36: Option 3. Monitor fire risks. Back to Duty

S37: Option 4. Apply anti-static procedures for example, earth straps, rubber matting. Back to Duty

S38: Option 4. Obtain and check module and pack manufacturing materials. Back to Duty

S39: Option 4. Interpret engineering and design documentation. Back to Duty

S40: Option 4. Prepare materials. Back to Duty

S41: Option 4. Check hand tools and equipment. Back to Duty

S42: Option 4. Uses hand tools and equipment. For example, crimping machines, soldering ions, and heat guns. Back to Duty

S43: Option 4. Complete end-of-process check. Back to Duty

S44: Option 4. Monitor fire risks. Back to Duty

Behaviours

B1: Prioritise health, safety and environment. Back to Duty

B2: Consider sustainability when using resources and carrying out processes. Back to Duty

B3: Take responsibility for the quality of own work. Back to Duty

B4: Responsive to constructive feedback. Back to Duty

B5: Team-focus to meet work goals including a commitment to equality, diversity and inclusion. Back to Duty

B6: Respond and adapt to work demands. Back to Duty

B7: Committed to continued professional development. Back to Duty

Qualifications

English and Maths

Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-Point Assessment. For those with an education, health and care plan or a legacy statement, the apprenticeship’s English and maths minimum requirement is Entry Level 3. A British Sign Language (BSL) qualification is an alternative to the English qualification for those whose primary language is BSL.

Professional recognition

This standard aligns with the following professional recognition:

  • Institution of Chemical Engineers (IChemE) for Engineering Technician (EngTech). Upon successful completion of an IChemE approved apprenticeship and upon receipt of the apprenticeship certificate, individuals are eligible to apply through a shortened application route for registration as EngTech. The shortened application route will need to confirm that the threshold for underpinning knowledge and understanding has been met. Individuals also need to be a member of a professional body, such as IChemE, that is licensed by the Engineering Council to be awarded this status. Further information is on the Institution of Chemical Engineers website.
  • The Science Council for Registered Science Technician (RSciTech). Upon successful completion of the apprenticeship and upon receipt of the apprenticeship certificate, individuals are eligible to apply for RSciTech through a shortened application route. Individuals also need to be a member of a professional body that is licensed by the Science Council to be awarded this status. Further information is on the Science Council’s website.
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End-point assessment plan

V1.0

Introduction and overview

This document explains the requirements for end-point assessment (EPA) for the battery manufacturing technician apprenticeship. End-point assessment organisations (EPAOs) must follow this when designing and delivering the EPA.

Battery manufacturing technician apprentices, their employers and training providers should read this document.

This is a core and options apprenticeship. An apprentice must be trained and assessed against the core and one option. The options are:

  • Electrode technician
  • Cell assembly technician
  • Formation, ageing and testing technician
  • Module and pack technician

A full-time battery manufacturing technician apprentice typically spends 36 months on-programme. The apprentice must spend at least 12 months on-programme and complete the required amount of off-the-job training in line with the apprenticeship funding rules.

The EPA should be completed within an EPA period lasting typically 3 months.

The apprentice must complete their training and meet the gateway requirements before starting their EPA. The EPA will assess occupational competence.

An approved EPAO must conduct the EPA for this apprenticeship. Employers must select an approved EPAO from the apprenticeship provider and assessment register (APAR).

This EPA has 3 assessment methods.

The grades available for each assessment method are below.

Assessment method 1 - observation with questions:

  • fail
  • pass
  • distinction

Assessment method 2 - interview underpinned by a portfolio of evidence:

  • fail
  • pass
  • distinction

Assessment method 3 - multiple-choice test:

  • fail
  • pass

The result from each assessment method is combined to decide the overall apprenticeship grade. The following grades are available for the apprenticeship:

  • fail
  • pass
  • merit
  • distinction

EPA summary table

On-programme - typically 36 months

The apprentice must:

  • complete training to develop the knowledge, skills and behaviours (KSBs) outlined in this apprenticeship’s standard
  • complete training towards English and mathematics qualifications in line with the apprenticeship funding rules

  • compile a portfolio of evidence

End-point assessment gateway

The apprentice’s employer must be content that the apprentice is occupationally competent.

The apprentice must:

  • confirm they are ready to take the EPA
  • have achieved English and mathematics qualifications in line with the apprenticeship funding rules

For the interview underpinned by a portfolio of evidence, the apprentice must submit a portfolio of evidence.

Gateway evidence must be submitted to the EPAO, along with any organisation specific policies and procedures requested by the EPAO.

End-point assessment - typically 3 months

The grades available for each assessment method are below

Observation with questions:

  • fail

  • pass

  • distinction

Interview underpinned by a portfolio of evidence:

  • fail

  • pass

  • distinction

Multiple-choice test:

  • fail

  • pass

Overall EPA and apprenticeship can be graded:

    • fail
    • pass
    • merit
    • distinction

Professional recognition

This apprenticeship aligns with:

  • Institution of Chemical Engineers (IChemE) for Engineering Technician (EngTech). Upon successful completion of an IChemE approved apprenticeship and upon receipt of the apprenticeship certificate, individuals are eligible to apply through a shortened application route for registration as EngTech. The shortened application route will need to confirm that the threshold for underpinning knowledge and understanding has been met. Individuals also need to be a member of a professional body, such as IChemE, that is licensed by the Engineering Council to be awarded this status. Further information is on the Institution of Chemical Engineers website.

This apprenticeship aligns with:

  • The Science Council for Registered Science Technician (RSciTech). Upon successful completion of the apprenticeship and upon receipt of the apprenticeship certificate, individuals are eligible to apply for RSciTech through a shortened application route. Individuals also need to be a member of a professional body that is licensed by the Science Council to be awarded this status. Further information is on the Science Council’s website.

Duration of end-point assessment period

The EPA is taken in the EPA period. The EPA period starts when the EPAO confirms the gateway requirements have been met and is typically 3 months.

The EPAO should confirm the gateway requirements have been met and start the EPA as quickly as possible.

EPA gateway

The apprentice’s employer must be content that the apprentice is occupationally competent. That is, they are deemed to be working at or above the level set out in the apprenticeship standard and ready to undertake the EPA. The employer may take advice from the apprentice's training provider, but the employer must make the decision. The apprentice will then enter the gateway.

The apprentice must meet the gateway requirements before starting their EPA.

They must:

  • confirm they are ready to take the EPA
  • have achieved English and mathematics qualifications in line with the apprenticeship funding rules

  • submit a portfolio of evidence for the interview underpinned by a portfolio of evidence

Portfolio of evidence requirements

The apprentice must compile a portfolio of evidence during the on-programme period of the apprenticeship. It should only contain evidence related to the KSBs that will be assessed by this assessment method. It will typically contain 10 discrete pieces of evidence. Evidence must be mapped against the KSBs. Evidence may be used to demonstrate more than one KSB; a qualitative as opposed to quantitative approach is suggested.

Evidence sources may include:

  • workplace documentation and records
  • workplace policies and procedures
  • witness statements
  • annotated photographs
  • video clips with a maximum total duration of 10 minutes; the apprentice must be in view and identifiable

This is not a definitive list; other evidence sources can be included.

The portfolio of evidence should not include reflective accounts or any methods of self-assessment. Any employer contributions should focus on direct observation of performance for example, witness statements rather than opinions. The evidence provided should be valid and attributable to the apprentice; the portfolio of evidence should contain a statement from the employer and apprentice confirming this.

The EPAO should not assess the portfolio of evidence directly as it underpins the interview. The independent assessor should review the portfolio of evidence to prepare questions for the interview. They are not required to provide feedback after this review.

Gateway evidence must be submitted to the EPAO, along with any organisation specific policies and procedures requested by the EPAO.

Order of assessment methods

The assessment methods can be delivered in any order.

The result of one assessment method does not need to be known before starting the next.

Observation with questions

Overview

In the observation with questions, an independent assessor observes the apprentice in their workplace and asks questions. The apprentice completes their day-to-day duties under normal working conditions. Simulation is not allowed. It gives the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method.

Rationale

This assessment method is being used because:

  • this is a practical role
  • it can assess KSBs holistically
  • it should give employers assurance about an apprentice’s competence as it takes place in a real work setting
  • the familiar environment should allow the apprentice to perform at their best
  • it is cost effective, tasks completed during the observation should contribute to workplace productivity and it makes use of the employer’s resources and equipment

Delivery

The observation with questions must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.

An independent assessor must conduct and assess the observation with questions.

The independent assessor must only observe one apprentice at a time to ensure quality and rigour. They must be as unobtrusive as possible.

The EPAO must give the apprentice 2 weeks' notice of the observation with questions.

The observation must take 3 hours.

The independent assessor can increase the time of the observation with questions by up to 10%. This time is to allow the apprentice to complete a task or respond to a question if necessary.

The observation may be split into discrete sections held on the same working day.

The EPAO must manage invigilation of the apprentice during the assessment, to maintain security of the EPA, in line with their malpractice policy. This includes breaks and moving between locations.

The independent assessor must explain to the apprentice the format and timescales of the observation with questions before it starts. This does not count towards the assessment time.

The independent assessor should observe the following during the observation:

Core

  • organise work
  • maintain workplace health, safety and environment following safety, environmental and risk management systems including risk assessments
  • undertake quality control processes
  • complete process manufacturing records for example, process records
  • verbal communication with others

Electrode technician

  • prepare for electrode manufacturing including use of specialist personal protective equipment
  • perform electrode manufacturing processes for example: mixing, coating, calendering, slitting and cutting including use of Human Machine Interface (HMI)

Cell assembly technician

  • prepare for cell assembly manufacturing including use of specialist personal protective equipment
  • perform cell assembly processes for example: preparation (drying), winding, stacking, can insertion, electrode slitting (cylindrical cells) and cutting (pouch cells), stacking, and assembly (deep draw and heat sealing) including use of HMI

Formation, ageing and testing technician

  • prepare for formation, ageing and testing manufacturing
  • perform formation, ageing and testing processes including use of HMI
  • monitor fire risk

Module and pack technician.

  • prepare for module and pack manufacturing
  • perform module and pack processes for example: final assembly, end of line testing, and cell finishing
  • monitor fire risk

These activities provide the apprentice with the opportunity to demonstrate the KSBs mapped to this assessment method.

The independent assessor must ask questions. Questioning can occur both during and after the observation.

The purpose of the questions is to assess the apprentice's level of competence against the grading descriptors.

The time for questioning is included in the overall assessment time. The independent assessor must ask at least 4 questions. To remain as unobtrusive as possible, the independent assessor should ask questions during natural stops between tasks and after completion of work rather than disrupting the apprentice’s flow. The independent assessor must use the questions from the EPAO’s question bank or create their own questions in line with the EPAO’s training. Follow-up questions are allowed where clarification is required.

The independent assessor must ask questions about KSBs that were not observed to gather assessment evidence. These questions are in addition to the above set number of questions for the observation with questions and should be kept to a minimum.

The independent assessor must make the grading decision. The independent assessor must assess the observation and responses to questions holistically when deciding the grade.

The independent assessor must keep accurate records of the assessment. They must record:

  • the KSBs observed
  • the apprentice’s answers to questions
  • the KSBs demonstrated in answers to questions
  • the grade achieved

Assessment location

The observation with questions must take place in the apprentice’s normal place of work for example, their employer’s premises or a customer’s premises. Equipment and resources needed for the observation must be provided by the employer and be in good and safe working condition.

Questioning that occurs after the observation should take place in a suitable environment, for example a quiet room, free from distractions and influence.

Question and resource development

The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO must maintain the security and confidentiality of EPA materials when consulting with employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.  

The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.

The EPAO must produce the following materials to support the observation with questions:

  • independent assessor assessment materials which include:
    • training materials
    • administration materials
    • moderation and standardisation materials
    • guidance materials
    • grading guidance
    • question bank
  • EPA guidance for the apprentice and the employer

The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.

Interview underpinned by a portfolio of evidence

Overview

In the interview, an independent assessor asks the apprentice questions. It gives the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method.

The apprentice can refer to and illustrate their answers with evidence from their portfolio of evidence.

Rationale

This assessment method is being used because:

  • it assesses KSBs holistically and objectively
  • it allows for assessment of KSBs that do not occur on a predictable or regular basis
  • it allows for testing of responses where there are a range of potential answers
  • it can be conducted remotely, potentially reducing cost

Delivery

The interview must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.

An independent assessor must conduct and assess the interview.

The purpose of the independent assessor's questions is to assess the apprentice's competence against the following themes:

Core

  • battery technician's role and responsibilities
  • sustainability
  • preventative maintenance
  • problem solving
  • continuous improvement
  • digital technology
  • written communication
  • team working
  • continued professional development

Electrode technician

  • electrode processing potential issues
  • formulation of materials

Cell assembly technician

  • cell assembly potential issues
  • formulation of materials
  • cell assembly finishing requirements

Formation, ageing and testing technician

  • formation, ageing and testing potential issues
  • formulation of materials

Module and pack technician

  • module and pack potential issues
  • module and pack finishing

The EPAO must give an apprentice 2 weeks' notice of the interview.

The independent assessor must have at least 2 weeks to review the supporting documentation.

The apprentice must have access to their portfolio of evidence during the interview.

The apprentice can refer to and illustrate their answers with evidence from their portfolio of evidence however, the portfolio of evidence is not directly assessed.

The interview must last for 60 minutes. The independent assessor can increase the time of the interview by up to 10%. This time is to allow the apprentice to respond to a question if necessary.

The independent assessor must ask at least 8 questions. The independent assessor must use the questions from the EPAO’s question bank or create their own questions in line with the EPAO’s training. Follow-up questions are allowed where clarification is required.

The independent assessor must make the grading decision.

The independent assessor must keep accurate records of the assessment. They must record:

  • the apprentice’s answers to questions
  • the KSBs demonstrated in answers to questions
  • the grade achieved 

Assessment location

The interview must take place in a suitable venue selected by the EPAO for example, the EPAO’s or employer’s premises.

The interview should take place in a quiet room, free from distractions and influence.

Question and resource development

The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO must maintain the security and confidentiality of EPA materials when consulting with employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.

The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.

The EPAO must ensure that the apprentice has a different set of questions in the case of re-sits or re-takes.

The EPAO must produce the following materials to support the interview underpinned by a portfolio of evidence:

  • independent assessor assessment materials which include:
    • training materials
    • administration materials
    • moderation and standardisation materials
    • guidance materials
    • grading guidance
    • question bank
  • EPA guidance for the apprentice and the employer

The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.

Multiple-choice test

Overview

In the multiple-choice test, the apprentice answers questions in a controlled and invigilated environment. It gives the apprentice the opportunity to demonstrate the knowledge mapped to this assessment method.

Rationale

This assessment method is being used because:

  • it can assess knowledge
  • it is easy to administer
  • it can be conducted remotely and administered to multiple apprentices at the same time, potentially reducing cost

Delivery


The multiple-choice test must be structured to give the apprentice the opportunity to demonstrate the knowledge mapped to this assessment method to the highest available grade.

The test can be computer or paper based.

The test will consist of 40 multiple-choice questions.

Multiple-choice questions must have four options, including one correct answer.

The apprentice must be given at least 2 weeks’ notice of the date and time of the test.

Test administration

The apprentice must have 60 minutes to complete the test.

The test is closed book which means that the apprentice cannot refer to reference books or materials whilst taking the test.

The test must be taken in the presence of an invigilator who is the responsibility of the EPAO. The EPAO must have an invigilation policy setting out how the test must be conducted. It must state the ratio of apprentices to invigilators for the setting and allow the test to take place in a secure way.

The EPAO must verify the apprentice’s identity and ensure invigilation of the apprentice for example, with 360-degree cameras and screen sharing facilities.

The EPAO is responsible for the security of the test including the arrangements for on-line testing. The EPAO must ensure that their security arrangements maintain the validity and reliability of the test.

Marking

The test must be marked by an independent assessor or marker employed by the EPAO. They must follow a marking scheme produced by the EPAO. Marking by computer is allowed where question types support this.

A correct answer gets 1 mark.

Any incorrect or missing answers get zero marks.

The EPAO is responsible for overseeing the marking of the test.

Assessment location

The apprentice must take the test in a suitably controlled and invigilated environment that is a quiet room, free from distractions and influence. The EPAO must check the venue is suitable.

The test can take place remotely if the appropriate technology and systems are in place to prevent malpractice.

Question and resource development

The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO should maintain the security and confidentiality of EPA materials when consulting with employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.    

The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.  

The EPAO must ensure that the apprentice has a different set of questions in the case of re-sits or re-takes.

The EPAO must produce the following materials to support the test:

  • assessment materials for independent assessors and markers which includes:
    • training materials
    • administration materials
    • moderation and standardisation materials
    • guidance materials
    • grading guidance
    • test specification
    • sample test and mark schemes
    • live tests and mark schemes
    • question bank
  • EPA guidance for the apprentice and the employer

The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.

Grading

Observation with questions

Theme
KSBs
Pass
The apprentice must demonstrate all the pass descriptors for the core and their option
Distinction
The apprentice must demonstrate all the pass and distinction descriptors for the core and their option
(Core) Work organisation
K29 S1 S2

Obtains and reads instructions or information to understand the task's requirements. (S1)

Plans the task and identifies and organises resources required to complete it using planning, prioritising, and time management techniques with consideration for safety, security, environmental impact, cost, and quality. (K29, S2)

Justifies the balance of safety, security, environmental factors, cost, and quality in planning decisions. (K29, S2)

(Core) Maintain the work area: health, safety, and environment
K4 S3 S4 S5 S6 B1

Identifies hazards and risks in the workplace in line with company procedures.

Prioritises and applies health, safety, and environmental procedures in compliance with regulations, standards and codes of practice mitigating against risks including lock out, tag out (LOTO), manual handling, personal protective equipment (PPE), risk assessment and safe systems of work.

(K4, S3, S4, B1)

Reinstates work area including housekeeping and replacing tools and equipment in line with company procedures. (S5)

Segregates resources for reuse, recycling, and waste handling in line with company procedures. (S6)

Justifies complying with and prioritising health, safety, and environmental procedures in their work. (K4, S3, S4, B1)

(Core) Quality control
K14 S8 B3

Takes responsibility for the quality of their own work by following their company's operational procedures and on-going quality assurance (visual, tolerances, and non-conformances) requirements. (K14, S8, B3)

Justifies their application of operational procedures and on-going quality assurance in battery manufacturing. (K14, S8, B3)

(Core) Transfer to next stage
S9

Transfers product (intermediate or final) to next stage in line with company procedures or instructions. (S9)

None

(Core) Verbal communication
K26 S17

Uses verbal communication techniques with others suitable for the context. (K26, S17)

None

(Core) Complete documentation
K16 S11

Records or enters data for work tasks - paper based or electronic - in line with company procedures for documentation control and auditable records. (K16, S11)

None

(Electrode technician) Prepare for electrode processing
S22 S23

Receives and checks electrode manufacturing materials required for the process in line with company procedures. (S22)

Follows specialist PPE procedures for over suits, overshoes, boots, gloves, masks, eyewear, and self-contained breathing apparatus required for the process in line with company procedures. (S23)

None

(Electrode technician) Perform electrode processes
K40 S24 S25

Operates Human Machine Interface (HMI) to meet process requirements in line with company procedures. (S24)

Runs, monitors and adjusts HMI settings within permissions for electrode processes in line with company procedures. (K40, S25)

Justifies their application of the processes in line with procedures with reference to impact down-line. (K40, S24, S25)

(Cell assembly technician) Prepare for cell assembly processes
S26 S28

Follows specialist PPE procedures for over suits, overshoes, boots, gloves, masks, and eyewear required for the process in line with company procedures. (S26)

Receives and checks cell assembly manufacturing materials required for the process in line with company procedures. (S28)

None

(Cell assembly technician) Perform cell assembly processes
K44 S27 S29 S30

Applies electrolyte safety precautions required for the process in line with company procedures. (S27)

Operates HMI to meet process requirements in line with company procedures. (S29)

Runs, monitors and adjusts HMI settings within permissions for cell assembly processes in line with company procedures. (K44, S30)

Justifies their application of the processes in line with procedures with reference to impact down-line. (K44, S27, S29, S30)

(Formation, ageing and testing technician) Prepare for formation, ageing and testing processes
S31

Receives and checks formation, ageing and testing manufacturing materials required for the process in line with company procedures. (S31)

 

None

(Formation, ageing and testing technician) Perform formation, ageing and testing processes
K51 K53 S32 S33 S34 S35 S36

Loads and handles cells required for the process in line with company procedures. (S32)

Operates HMI to meet process requirements in line with company procedures. (S33)

Identifies trends in data using data analysis techniques (data recording, analysis, and translation). (K53, S34)

Runs, monitors and adjusts settings HMI within permissions for formation, ageing, and testing processes in line with company procedures. (K51, S35)

Monitors fire risks in line with company procedures. (S36)

Justifies their application of the processes in line with procedures with reference to impact down-line. (K51, S32, S33, S35, S36)

(Module and pack technician) Prepare for module and pack processes
K55 S37 S38

Applies anti-static procedures required for the task in line with company procedures. (S37)

Obtains and checks module and pack manufacturing materials required for the task in line with stock control requirements. (K55, S38)

None

(Module and pack technician) Perform module and pack processes
K56 K57 K59 S39 S40 S41 S42 S43 S44

Interprets engineering and design documentation required for the task. (K56, S39)

Prepares materials required for the task requirements in line with company procedures. (S40)

Checks and uses hand tools and equipment required for the task to conduct module and pack processes in line with company procedures and live pack handling requirements. (K57, K59, S41, S42)

Completes end-of-process check required for the task in line with company procedures. (S43)

Monitors fire risks in line with company procedures. (S44)

Justifies their application of the processes in line with procedures with reference to impact down-line. (K57, S40, S41, S42, S43, S44)

Interview underpinned by a portfolio of evidence

Theme
KSBs
Pass
The apprentice must demonstrate all the pass descriptors for the core and their option
Distinction
The apprentice must demonstrate all the pass and distinction descriptors for the core and their option
(Core) Battery technician's role and responsibilities
K2 K5 S19 B6

Outlines their role as a cell or battery manufacturing technician including their limits of responsibility, describing how they escalate issues, and how they respond and adapt to work demands in line with organisational requirements. (K2, S19, B6)

Outlines their company's procedures for incident and near miss reporting and emergencies. (K5)

None

(Core) Sustainability
K8 S7 B2

Describes how they consider and apply the principles of sustainability including energy efficiency, reuse of resources, and recycling procedures in their work. (K8, S7, B2)

Supports the development of environmental and sustainability practice in the workplace for example, through promoting good practice to others, or identifying improvement to practice. (K8, S7, B2)

(Core) Preventative maintenance
K18 S10

Describes how they apply preventative maintenance procedures in line with company requirements to support wider maintenance practices. (K18, S10)

Justifies the benefits of applying preventative maintenance practices. (K18, S10)

(Core) Problem solving
K22 S12 S13

Describes how they apply problem solving techniques to identify root cause and how they have made suggestions to solve problems in their work, including the interpretation and use of data to validate suggestions. (K22, S12, S13)

Justifies the suggestion in terms of potential impact. (S13)

(Core) Continuous improvement
K15 K23 S14 S15

Describes how they have applied continuous improvement techniques to devise a suggestion for improvement to a battery manufacturing related issue or process. (K23, S14, S15)

Outlines how operational procedures are developed and reviewed in their workplace to support continuous improvement. (K15)

Justifies the improvement suggestion in terms of potential impact. (S15)

 

(Core) Digital technologies
K24 S20

Describes how they use digital technologies in work tasks in compliance with general data protection regulation (GDPR) and organisational cyber security regulations and policies. (K24, S20)

None

(Core) Written communication
K27 S18

Describes how they apply written communication and technical report writing techniques to produce communications in their work suitable for context. (K27, S18)

None

(Core) Team working
K28 S16 B5

Describes how they apply team working principles to meet work goals in line with their company's policy on equality, diversity, and inclusion. (K28, S16, B5)

Explains how their team focus and commitment to inclusivity extends to wider teams or stakeholders. (K28, S16, B5)

(Core) Continued professional development
S21 B4 B7

Describes the planned and unplanned continued professional development (CPD) activities they have carried out and recorded to meet personal development needs, being responsive to constructive feedback and showing a commitment to future CPD. Evaluates what the impact of their CPD has been and how it has benefited the business. (S21, B4, B7)

None

(Electrode technician) Electrode processing potential issues
K42

Explains potential issues in electrode processing and how defect identification operates in their company. (K42)

None

(Electrode technician) Formulation of materials
K38

Outlines what formations of materials are and explains the importance of following them in battery manufacturing, with reference to manual and automated methods. (K38)

None

(Cell assembly technician) Cell assembly potential issues
K46

Explains potential issues in cell assembly and how defect identification operates in their company. (K46)

None

(Cell assembly technician) Formulation of materials
K43

Outlines what formations of materials are and explains the importance of following them in battery manufacturing, with reference to manual and automated methods. (K43)

None

(Cell assembly technician) Cell finishing requirements
K48

Explains how cell finishing monitoring and recording operates in their company. (K48)

None

(Formation, ageing and testing technician) Formation, ageing and testing potential issues
K54

Explains potential issues in formation, ageing and testing and how defect identification operates in their company. (K54)

 

None

(Formation, ageing and testing technician) Formulation of materials
K49

Outlines what formations of materials are and explains the importance of following them in battery manufacturing, with reference to manual and automated methods. (K49)

None

(Module and pack technician) Module and pack potential issues
K61

Explains potential issues in module and pack production and how defect identification operates in their company. (K61)

None

(Module and pack technician) Module and pack finishing
K62

Explains how module and pack finishing monitoring and recording operates in their company. (K62)

None

Multiple-choice test

Grade Minimum marks required Maximum marks required
Fail 0 27
Pass 28 40

Overall EPA grading

Performance in the EPA determines the overall grade of:

  • fail

  • pass

  • merit

  • distinction

An independent assessor must individually grade the observation with questions and interview underpinned by a portfolio of evidence in line with this EPA plan.

The EPAO must combine the individual assessment method grades to determine the overall EPA grade.

If the apprentice fails one assessment method or more, they will be awarded an overall fail.

To achieve an overall pass, the apprentice must achieve at least a pass in all the assessment methods. To achieve an overall EPA merit, the apprentice must achieve a distinction in the observation with questions, a pass in the interview underpinned by portfolio of evidence, and a pass in the multiple-choice test. To achieve an overall EPA distinction, the apprentice must achieve a distinction in the observation with questions and the interview underpinned by a portfolio of evidence, and a pass in the multiple-choice test.

Grades from individual assessment methods must be combined in the following way to determine the grade of the EPA overall.

Observation with questions Interview underpinned by a portfolio of evidence Multiple-choice test Overall Grading
Fail Any grade Any grade Fail
Any grade Fail Any grade Fail
Any grade Any grade Fail Fail
Pass Pass Pass Pass
Pass Distinction Pass Pass
Distinction Pass Pass Merit
Distinction Distinction Pass Distinction

Re-sits and re-takes

If the apprentice fails one assessment method or more, they can take a re-sit or a re-take at their employer’s discretion. The apprentice’s employer needs to agree that a re-sit or re-take is appropriate. A re-sit does not need further learning, whereas a re-take does. The apprentice should have a supportive action plan to prepare for a re-sit or a re-take.

The employer and the EPAO should agree the timescale for a re-sit or re-take. A re-sit is typically taken within 2 months of the EPA outcome notification. The timescale for a re-take is dependent on how much re-training is required and is typically taken within 4 months of the EPA outcome notification.

Failed assessment methods must be re-sat or re-taken within a 6-month period from the EPA outcome notification, otherwise the entire EPA will need to be re-sat or re-taken in full.

Re-sits and re-takes are not offered to an apprentice wishing to move from pass to a higher grade.

The apprentice will get a maximum EPA grade of if pass they need to re-sit or re-take one or more assessment methods, unless the EPAO determines there are exceptional circumstances.

Roles and responsibilities

Roles Responsibilities

Apprentice

As a minimum, the apprentice should:

  • complete on-programme training to meet the KSBs as outlined in the apprenticeship standard for a minimum of 12 months
  • complete the required amount of off-the-job training specified by the apprenticeship funding rules and as arranged by the employer and training provider
  • understand the purpose and importance of EPA
  • prepare for and undertake the EPA including meeting all gateway requirements

Employer

As a minimum, the apprentice's employer must:

  • select the EPAO and training provider
  • work with the training provider, where applicable, to support the apprentice in the workplace and to provide the opportunities for the apprentice to develop the KSBs
  • arrange and support off-the-job training to be undertaken by the apprentice 
  • decide when the apprentice is working at or above the apprenticeship standard and is ready for EPA
  • ensure the apprentice is prepared for the EPA
  • ensure that all supporting evidence required at the gateway is submitted in line with this EPA plan
  • confirm arrangements with the EPAO for the EPA in a timely manner, including who, when, where
  • provide the EPAO with access to any employer-specific documentation as required for example, company policies
  • ensure that the EPA is scheduled with the EPAO for a date and time which allows appropriate opportunity for the apprentice to meet the KSBs
  • ensure the apprentice is given sufficient time away from regular duties to prepare for, and complete the EPA
  • ensure that any required supervision during the EPA period, as stated within this EPA plan, is in place
  • ensure the apprentice has access to the resources used to fulfil their role and carry out the EPA for workplace based assessments
  • remain independent from the delivery of the EPA
  • pass the certificate to the apprentice upon receipt

EPAO

As a minimum, the EPAO must:

  • conform to the requirements of this EPA plan and deliver its requirements in a timely manner
  • conform to the requirements of the apprenticeship provider and assessment register
  • conform to the requirements of the external quality assurance provider (EQAP)
  • understand the apprenticeship including the occupational standard and EPA plan
  • make all necessary contractual arrangements including agreeing the price of the EPA
  • develop and produce assessment materials including specifications and marking materials, for example mark schemes, practice materials, training material
  • maintain and apply a policy for the declaration and management of conflict of interests and independence. This must ensure, as a minimum, there is no personal benefit or detriment for those delivering the EPA or from the result of an assessment. It must cover:
    • apprentices
    • employers
    • independent assessors
    • any other roles involved in delivery or grading of the EPA
  • have quality assurance systems and procedures that ensure fair, reliable and consistent assessment and maintain records of internal quality assurance (IQA) activity for external quality assurance (EQA) purposes
  • appoint independent, competent, and suitably qualified assessors in line with the requirements of this EPA plan
  • appoint administrators, invigilators and any other roles where required to facilitate the EPA
  • deliver induction, initial and on-going training for all their independent assessors and any other roles involved in the delivery or grading of the EPA as specified within this EPA plan. This should include how to record the rationale and evidence for grading decisions where required
  • conduct standardisation with all their independent assessors before allowing them to deliver an EPA, when the EPA is updated, and at least once a year
  • conduct moderation across all of their independent assessors decisions once EPAs have started according to a sampling plan, with associated risk rating of independent assessors
  • monitor the performance of all their independent assessors and provide additional training where necessary
  • develop and provide assessment recording documentation to ensure a clear and auditable process is in place for providing assessment decisions and feedback to all relevant stakeholders
  • use language in the development and delivery of the EPA that is appropriate to the level of the apprenticeship
  • arrange for the EPA to take place in a timely manner, in consultation with the employer
  • provide information, advice, and guidance documentation to enable apprentices, employers and training providers to prepare for the EPA
  • confirm the gateway requirements have been met before they start the EPA for an apprentice
  • arrange a suitable venue for the EPA
  • maintain the security of the EPA including, but not limited to, verifying the identity of the apprentice, invigilation and security of materials
  • where the EPA plan permits assessment away from the workplace, ensure that the apprentice has access to the required resources and liaise with the employer to agree this if necessary
  • confirm the overall grade awarded
  • maintain and apply a policy for conducting appeals

Independent assessor

As a minimum, an independent assessor must:

  • be independent, with no conflict of interest with the apprentice, their employer or training provider, specifically, they must not receive a personal benefit or detriment from the result of the assessment
  • have, maintain and be able to evidence up-to-date knowledge and expertise of the occupation
  • have the competence to assess the EPA and meet the requirements of the IQA section of this EPA plan
  • understand the apprenticeship’s occupational standard and EPA plan
  • attend induction and standardisation events before they conduct an EPA for the first time, when the EPA is updated, and at least once a year
  • use language in the delivery of the EPA that is appropriate to the level of the apprenticeship
  • work with other personnel, where used, in the preparation and delivery of assessment methods
  • conduct the EPA to assess the apprentice against the KSBs and in line with the EPA plan
  • make final grading decisions in line with this EPA plan
  • record and report assessment outcome decisions
  • comply with the IQA requirements of the EPAO
  • comply with external quality assurance (EQA) requirements

Training provider

As a minimum, the training provider must:

  • conform to the requirements of the apprenticeship provider and assessment register
  • ensure procedures are in place to mitigate against any conflict of interest
  • work with the employer and support the apprentice during the off-the-job training to provide the opportunities to develop the KSBs as outlined in the occupational standard
  • deliver training to the apprentice as outlined in their apprenticeship agreement
  • monitor the apprentice’s progress during any training provider led on-programme learning
  • ensure the apprentice is prepared for the EPA
  • advise the employer, upon request, on the apprentice’s readiness for EPA
  • ensure that all supporting evidence required at the gateway is submitted in line with this EPA plan
  • remain independent from the delivery of the EPA

Marker

As a minimum, the marker must:

  • attend induction training as directed by the EPAO
  • have no direct connection or conflict of interest with the apprentice, their employer or training provider
  • mark test answers in line with the EPAO’s mark scheme and procedures

Invigilator

As a minimum, the invigilator must:

  • attend induction training as directed by the EPAO
  • have no direct connection or conflict of interest with the apprentice, their employer or training provider
  • invigilate and supervise the apprentice during tests and in breaks during assessment methods to prevent malpractice in line with the EPAO’s invigilation procedures

Reasonable adjustments

The EPAO must have reasonable adjustments arrangements for the EPA.

This should include:

  • how an apprentice qualifies for a reasonable adjustment
  • what reasonable adjustments may be made

Adjustments must maintain the validity, reliability and integrity of the EPA as outlined in this EPA plan.

Special considerations

The EPAO must have special consideration arrangements for the EPA.

This should include:

  • how an apprentice qualifies for a special consideration
  • what special considerations will be given

Special considerations must maintain the validity, reliability and integrity of the EPA as outlined in this EPA plan.

Internal quality assurance

Internal quality assurance refers to the strategies, policies and procedures that an EPAO must have in place to ensure valid, consistent and reliable EPA decisions.

EPAOs for this EPA must adhere to the requirements within the roles and responsibilities table.

They must also appoint independent assessors who:

  • have recent relevant experience of the occupation or sector to at least occupational level 3 gained in the last 1 years or significant experience of the occupation or sector

Value for money

Affordability of the EPA will be aided by using at least some of the following:

  • completing applicable assessment methods online, for example computer-based assessment
  • utilising digital remote platforms to conduct applicable assessment methods
  • assessing multiple apprentices simultaneously where the assessment method permits this
  • using the employer’s premises
  • conducting assessment methods on the same day

Professional recognition

This apprenticeship aligns with:

  • Institution of Chemical Engineers (IChemE) for Engineering Technician (EngTech). Upon successful completion of an IChemE approved apprenticeship and upon receipt of the apprenticeship certificate, individuals are eligible to apply through a shortened application route for registration as EngTech. The shortened application route will need to confirm that the threshold for underpinning knowledge and understanding has been met. Individuals also need to be a member of a professional body, such as IChemE, that is licensed by the Engineering Council to be awarded this status. Further information is on the Institution of Chemical Engineers website.

This apprenticeship aligns with:

  • The Science Council for Registered Science Technician (RSciTech). Upon successful completion of the apprenticeship and upon receipt of the apprenticeship certificate, individuals are eligible to apply for RSciTech through a shortened application route. Individuals also need to be a member of a professional body that is licensed by the Science Council to be awarded this status. Further information is on the Science Council’s website.

KSB mapping table

Knowledge Assessment methods
K1: Core.

Battery manufacturing industry awareness: manufacturing environments, types of employers, types of customers. Business: Industrial strategy, ethical sourcing, and battery supply chain practice.

Back to Grading
Multiple-choice test
K2: Core.

Battery manufacturing technician’s role. Limits of responsibility. Escalation procedures.

Back to Grading
Interview underpinned by a portfolio of evidence
K3: Core.

Health and safety regulations, standards, and guidance. ATEX - safety requirements for workplaces and equipment used in explosive atmospheres. The Control of Major Accident Hazards Regulations (COMAH). Control of Substances Hazardous to Health (COSHH). Dangerous Substances and Explosive Atmospheres Regulations (DSEAR). Electrical safety and compliance. Fire safety. Health and Safety at Work Act – responsibilities. Legionella. Lifting Operations and Lifting Equipment Regulations (LOLER). Lone working. Management of health and safety at work. Noise regulation. Permits to work. Provision and Use of Work Equipment Regulations (PUWER). REACH — Regulation for Registration, Evaluation, Authorisation and Restriction of Chemicals. Safety signage and purpose. spill response handling Slips trips and falls. The Reporting of Injuries, Diseases and Dangerous Occurrences Regulations (RIDDOR). Working at Height. Working in confined spaces.

Back to Grading
Multiple-choice test
K4: Core.

Health and safety practice - Lock out, tag out (LOTO). Manual handling. Personal Protective Equipment (PPE) requirements. Risk assessment and safe systems of work.

Back to Grading
Observation with questions
K5: Core.

Incident and near miss reporting. Emergency procedures.

Back to Grading
Interview underpinned by a portfolio of evidence
K6: Core.

Battery health and safety. Battery manufacturing safety guidance. Battery failures and faults – causes and consequences. Battery manufacturing safety hazards – risks they pose and management. Responding to battery fires, chemical spillages, gas leakages, and incidents.

Back to Grading
Multiple-choice test
K7: Core.

Environmental and sustainability regulations, standards, and guidance: Environmental Management Systems standard, Environmental Protection Act, Climate Change Act, Energy Act, Control of Pollution Act. Principles of control and management of emissions and waste. Environmental signage and notices.

Back to Grading
Multiple-choice test
K8: Core.

Sustainability practice: energy efficiency, reuse of resources, recycling procedures.

Back to Grading
Interview underpinned by a portfolio of evidence
K9: Core.

The environmental benefits of batteries in the move towards net zero emissions. Sustainability and carbon footprint of different types of batteries and materials used in production: how that can be mitigated for by selection and whole of lifecycle considerations.

Back to Grading
Multiple-choice test
K10: Core.

Production requirements: product specification, processing specification, rate of production. Material safety data sheet, product labelling and product codes; the importance of identifying non-conforming materials and products. Overall Equipment Effectiveness (OEE). Stock control principles.

Back to Grading
Multiple-choice test
K11: Electrode technician,Cell assembly technician,Formation, ageing and testing technician,Module and pack technician.

Process control systems and their constituent components.

Back to Grading
Multiple-choice test
K12: Core.

Need and requirements for clean and dry rooms in battery manufacturing – protocols for entering, working in, exiting. Safe working within a clean and dry room: risks.

Back to Grading
Multiple-choice test
K13: Core.

Quality assurance vs quality control; key differences. Quality standards. Consequences of not achieving quality standards. Line side and lab quality control. Purpose of audits.

Back to Grading
Multiple-choice test
K14: Core.

Operational procedures and on-going quality assurance requirements.

Back to Grading
Observation with questions
K15: Core.

Development and review of operational procedures.

Back to Grading
Interview underpinned by a portfolio of evidence
K16: Core.

Documentation requirements: documentation control, auditable records.

Back to Grading
Observation with questions
K17: Core.

Representative sampling. Common methods of analysis. Principles of quality procedures in the laboratory.

Back to Grading
Multiple-choice test
K18: Core.

Maintenance practices. Preventative maintenance requirements.

Back to Grading
Interview underpinned by a portfolio of evidence
K19: Core.

Numerical approximations and unit conversion tables. Areas, volumes, and flow rates calculations. Statistical data. Basic rules of algebra to solve problems.

Back to Grading
Multiple-choice test
K20: Core.

British standards for engineering representations, drawings, and graphical information.

Back to Grading
Multiple-choice test
K21: Core.

Application of digital systems to support manufacture: CAD (computer-aided design), CAM (computer-aided manufacturing), CMM (coordinate measuring machine), 3D printing, Human Machine Interface (HMI).

Back to Grading
Multiple-choice test
K22: Core.

Problem solving and fault-finding techniques: root cause analysis.

Back to Grading
Interview underpinned by a portfolio of evidence
K23: Core.

Continuous improvement (CI) systems and techniques.

Back to Grading
Interview underpinned by a portfolio of evidence
K24: Core.

Digital technologies. General data protection regulation (GDPR). Cyber security.

Back to Grading
Interview underpinned by a portfolio of evidence
K25: Electrode technician,Cell assembly technician,Formation, ageing and testing technician,Module and pack technician.

Industry 4.0.

Back to Grading
Multiple-choice test
K26: Core.

Verbal communication techniques.

Back to Grading
Observation with questions
K27: Core.

Written communication techniques. Technical report writing techniques.

Back to Grading
Interview underpinned by a portfolio of evidence
K28: Core.

Principles of team working. Equality, diversity, and inclusion.

Back to Grading
Interview underpinned by a portfolio of evidence
K29: Core.

Planning, prioritising, and time management techniques.

Back to Grading
Observation with questions
K30: Electrode technician,Cell assembly technician,Formation, ageing and testing technician,Module and pack technician.

Battery manufacturing terminology: cell, battery, anodes, and cathodes.

Back to Grading
Multiple-choice test
K31: Electrode technician,Cell assembly technician,Formation, ageing and testing technician,Module and pack technician.

Different types of battery and their technologies: pouch, cylindrical, prismatic, solid state, and monobloc, new technologies. Primary and secondary batteries. Developments in battery manufacturing.

Back to Grading
Multiple-choice test
K32: Electrode technician,Cell assembly technician,Formation, ageing and testing technician,Module and pack technician.

Cell materials: solvents, and electrolyte.

Back to Grading
Multiple-choice test
K33: Electrode technician,Cell assembly technician,Formation, ageing and testing technician,Module and pack technician.

Batteries and their applications.

Back to Grading
Multiple-choice test
K34: Electrode technician,Cell assembly technician,Formation, ageing and testing technician,Module and pack technician.

Basic chemistry awareness: the Periodic Table, ionic and covalent bonding, the different current types of battery chemistry and their uses.

Back to Grading
Multiple-choice test
K35: Core.

Battery standards and market certification.

Back to Grading
Multiple-choice test
K36: Electrode technician,Cell assembly technician,Formation, ageing and testing technician,Module and pack technician.

Battery structure: cells, packs, anodes, cathodes, battery management systems.

Back to Grading
Multiple-choice test
K37: Core.

Requirements for transportation of lithium cells and batteries.

Back to Grading
Multiple-choice test
K38: Electrode technician.

Option 1. Formulations of materials - what they are and importance of following them. Manual and automated mixing methods.

Back to Grading
Interview underpinned by a portfolio of evidence
K39: Electrode technician.

Option 1. Materials used in electrode slurries: binder, solvents and active materials. Types of mixing equipment; pros and cons.

Back to Grading
Multiple-choice test
K40: Electrode technician.

Option 1. Electrode process procedures.

Back to Grading
Observation with questions
K41: Electrode technician.

Option 1. The purpose of electrode processes: mixing (semi continuous, continuous and batch), coating (continuous and intermittent or skip coating, extrusion methods), calendering (hot and cold), electrode slitting and cutting.

Back to Grading
Multiple-choice test
K42: Electrode technician.

Option 1. Potential issues in electrode processing and defect identification.

Back to Grading
Interview underpinned by a portfolio of evidence
K43: Cell assembly technician.

Option 2. Formulations of materials - what they are and importance of following them. Manual and automated mixing methods.

Back to Grading
Interview underpinned by a portfolio of evidence
K44: Cell assembly technician.

Option 2. Cell assembly processes procedures.

Back to Grading
Observation with questions
K45: Cell assembly technician.

Option 2. Cell assembly purpose of processes: preparation (drying), winding (manual and automated approaches), can insertion, electrode slitting (cylindrical cells) and cutting (pouch cells), stacking, and assembly (deep draw and heat sealing).

Back to Grading
Multiple-choice test
K46: Cell assembly technician.

Option 2. Potential issues in cell assembly and defect identification.

Back to Grading
Interview underpinned by a portfolio of evidence
K47: Cell assembly technician.

Option 2. Different types of cells: pouch, cylindrical, prismatic, solid state, monobloc, and new technologies.

Back to Grading
Multiple-choice test
K48: Cell assembly technician.

Option 2. Cell finishing monitoring and recording requirements.

Back to Grading
Interview underpinned by a portfolio of evidence
K49: Formation, ageing and testing technician.

Option 3. Formulations of materials - what they are and importance of following them. Manual and automated mixing methods.

Back to Grading
Interview underpinned by a portfolio of evidence
K50: Formation, ageing and testing technician.

Option 3. Electrical components in physics: voltage, current, resistance, power, charge and discharge – definition and calculation. The relationship between resistance, heat and cell chemistry. Kirchhoff’s Laws, Ohm’s Law. Flow of electrons.

Back to Grading
Multiple-choice test
K51: Formation, ageing and testing technician.

Option 3. Formation, ageing and testing company processes procedures.

Back to Grading
Observation with questions
K52: Formation, ageing and testing technician.

Option 3. Formation, ageing and testing purpose of processes: formation (current methods), ageing (current methods) and testing (open-circuit voltage, end of line, grading).

Back to Grading
Multiple-choice test
K53: Formation, ageing and testing technician.

Option 3. Data techniques: data recording, analysis, and translation.

Back to Grading
Observation with questions
K54: Formation, ageing and testing technician.

Option 3. Potential issues in formation, ageing and testing and defect identification methods.

Back to Grading
Interview underpinned by a portfolio of evidence
K55: Module and pack technician.

Option 4. Stock control requirements.

Back to Grading
Observation with questions
K56: Module and pack technician.

Option 4. Engineering and design documentation application considerations.

Back to Grading
Observation with questions
K57: Module and pack technician.

Option 4. Module and pack assembly processes procedures.

Back to Grading
Observation with questions
K58: Module and pack technician.

Option 4. Implications of hazardous voltage.

Back to Grading
Multiple-choice test
K59: Module and pack technician.

Option 4. Live pack handling requirements.

Back to Grading
Observation with questions
K60: Module and pack technician.

Option 4. Module and pack purpose of processes: preparation, bonding, welding manual and automated methods (nickel tabs, bus bars), soldering, crimping, encapsulation and final assembly.

Back to Grading
Multiple-choice test
K61: Module and pack technician.

Option 4. Potential issues in module and pack and defect identification.

Back to Grading
Interview underpinned by a portfolio of evidence
K62: Module and pack technician.

Option 4. Module and pack finishing - monitoring and recording requirements (traceability).

Back to Grading
Interview underpinned by a portfolio of evidence
Skill Assessment methods
S1: Core.

Obtain and read instructions or information to understand task.

Back to Grading
Observation with questions
S2: Core.

Plan task. Identify and organise resources with consideration for safety, security, environmental impact, cost, and quality.

Back to Grading
Observation with questions
S3: Core.

Identify hazards and risks in the workplace.

Back to Grading
Observation with questions
S4: Core.

Apply health, safety and environmental procedures in compliance with regulations, standards and codes of practice for example lock out tag out (LOTO).

Back to Grading
Observation with questions
S5: Core.

Reinstate work area: housekeeping, replacing tools and equipment.

Back to Grading
Observation with questions
S6: Core.

Segregate resources for reuse, recycling, and handling.

Back to Grading
Observation with questions
S7: Core.

Apply sustainability principles for example, in choice of materials, minimising waste.

Back to Grading
Interview underpinned by a portfolio of evidence
S8: Core.

Follow operational procedures including on-going quality checks: visual, tolerances, and non-conformances.

Back to Grading
Observation with questions
S9: Core.

Transfer product, intermediate or final, to next stage.

Back to Grading
Observation with questions
S10: Core.

Follow preventative maintenance practices. For example, cleaning electrodes, ensuring tooling is within calibration date, checking guarding, lubrication of tooling, safety checks, and inspection for wear and tear.

Back to Grading
Interview underpinned by a portfolio of evidence
S11: Core.

Record or enter information - paper based or electronic. For example, process and production records, traceability records, and quality assurance records.

Back to Grading
Observation with questions
S12: Core.

Apply problem solving techniques. Make suggestions to resolve problems.

Back to Grading
Interview underpinned by a portfolio of evidence
S13: Core.

Interpret data for example, process data, quality control and test procedure data. Use data to validate suggestions.

Back to Grading
Interview underpinned by a portfolio of evidence
S14: Core.

Apply continuous improvement techniques for example, lean, 6 Sigma, KAIZEN.

Back to Grading
Interview underpinned by a portfolio of evidence
S15: Core.

Devise suggestions for improvement. For example, improving the energy consumption or waste profile of processes and procedures to improve the sustainability or carbon footprint of a product, process or task.

Back to Grading
Interview underpinned by a portfolio of evidence
S16: Core.

Apply team working principles.

Back to Grading
Interview underpinned by a portfolio of evidence
S17: Core.

Communicate with others verbally for example, colleagues and stakeholders.

Back to Grading
Observation with questions
S18: Core.

Communicate in writing in the workplace for example, handover notes or emails, non-conformances, design change requests.

Back to Grading
Interview underpinned by a portfolio of evidence
S19: Core.

Escalate issues outside limits of responsibility.

Back to Grading
Interview underpinned by a portfolio of evidence
S20: Core.

Use digital technologies. Comply with GDPR and cyber security regulations and policies.

Back to Grading
Interview underpinned by a portfolio of evidence
S21: Core.

Plan how to meet personal development needs. Carry out and record planned and unplanned continued professional development (CPD) activities. Evaluate CPD against plans made.

Back to Grading
Interview underpinned by a portfolio of evidence
S22: Electrode technician.

Option 1. Receive and check electrode manufacturing materials.

Back to Grading
Observation with questions
S23: Electrode technician.

Option 1. Follow specialist PPE procedures for over suits, overshoes, boots, gloves, masks, eyewear, and self-contained breathing apparatus.

Back to Grading
Observation with questions
S24: Electrode technician.

Option 1. Operate Human Machine Interface (HMI).

Back to Grading
Observation with questions
S25: Electrode technician.

Option 1. Run, monitor and adjust HMI settings within permissions.

Back to Grading
Observation with questions
S26: Cell assembly technician.

Option 2. Follow specialist PPE procedures for over suits, overshoes, boots, gloves, masks, and eyewear.

Back to Grading
Observation with questions
S27: Cell assembly technician.

Option 2. Apply electrolyte safety precautions.

Back to Grading
Observation with questions
S28: Cell assembly technician.

Option 2. Receive and check cell assembly manufacturing materials.

Back to Grading
Observation with questions
S29: Cell assembly technician.

Option 2. Operate Human Machine Interface (HMI).

Back to Grading
Observation with questions
S30: Cell assembly technician.

Option 2. Run, monitor and adjust HMI settings within permissions.

Back to Grading
Observation with questions
S31: Formation, ageing and testing technician.

Option 3. Receive and check formation, ageing and testing manufacturing materials.

Back to Grading
Observation with questions
S32: Formation, ageing and testing technician.

Option 3. Load and handle cells.

Back to Grading
Observation with questions
S33: Formation, ageing and testing technician.

Option 3. Operate Human Machine Interface (HMI): set up, shut down, and cleaning modes.

Back to Grading
Observation with questions
S34: Formation, ageing and testing technician.

Option 3. Identify trends in data.

Back to Grading
Observation with questions
S35: Formation, ageing and testing technician.

Option 3. Run, monitor and adjust HMI settings within permissions.

Back to Grading
Observation with questions
S36: Formation, ageing and testing technician.

Option 3. Monitor fire risks.

Back to Grading
Observation with questions
S37: Module and pack technician.

Option 4. Apply anti-static procedures for example, earth straps, rubber matting.

Back to Grading
Observation with questions
S38: Module and pack technician.

Option 4. Obtain and check module and pack manufacturing materials.

Back to Grading
Observation with questions
S39: Module and pack technician.

Option 4. Interpret engineering and design documentation.

Back to Grading
Observation with questions
S40: Module and pack technician.

Option 4. Prepare materials.

Back to Grading
Observation with questions
S41: Module and pack technician.

Option 4. Check hand tools and equipment.

Back to Grading
Observation with questions
S42: Module and pack technician.

Option 4. Uses hand tools and equipment. For example, crimping machines, soldering ions, and heat guns.

Back to Grading
Observation with questions
S43: Module and pack technician.

Option 4. Complete end-of-process check.

Back to Grading
Observation with questions
S44: Module and pack technician.

Option 4. Monitor fire risks.

Back to Grading
Observation with questions
Behaviour Assessment methods
B1: Core.

Prioritise health, safety and environment.

Back to Grading
Observation with questions
B2: Core.

Consider sustainability when using resources and carrying out processes.

Back to Grading
Interview underpinned by a portfolio of evidence
B3: Core.

Take responsibility for the quality of own work.

Back to Grading
Observation with questions
B4: Core.

Responsive to constructive feedback.

Back to Grading
Interview underpinned by a portfolio of evidence
B5: Core.

Team-focus to meet work goals including a commitment to equality, diversity and inclusion.

Back to Grading
Interview underpinned by a portfolio of evidence
B6: Core.

Respond and adapt to work demands.

Back to Grading
Interview underpinned by a portfolio of evidence
B7: Core.

Committed to continued professional development.

Back to Grading
Interview underpinned by a portfolio of evidence

Mapping of KSBs to grade themes

Observation with questions

KSBS GROUPED BY THEME Knowledge Skills Behaviour
(Core) Work organisation
K29
S1 S2

Planning, prioritising, and time management techniques. (K29)

Obtain and read instructions or information to understand task. (S1)

Plan task. Identify and organise resources with consideration for safety, security, environmental impact, cost, and quality. (S2)

None

(Core) Maintain the work area: health, safety, and environment
K4
S3 S4 S5 S6
B1

Health and safety practice - Lock out, tag out (LOTO). Manual handling. Personal Protective Equipment (PPE) requirements. Risk assessment and safe systems of work. (K4)

Identify hazards and risks in the workplace. (S3)

Apply health, safety and environmental procedures in compliance with regulations, standards and codes of practice for example lock out tag out (LOTO). (S4)

Reinstate work area: housekeeping, replacing tools and equipment. (S5)

Segregate resources for reuse, recycling, and handling. (S6)

Prioritise health, safety and environment. (B1)

(Core) Quality control
K14
S8
B3

Operational procedures and on-going quality assurance requirements. (K14)

Follow operational procedures including on-going quality checks: visual, tolerances, and non-conformances. (S8)

Take responsibility for the quality of own work. (B3)

(Core) Transfer to next stage

S9

None

Transfer product, intermediate or final, to next stage. (S9)

None

(Core) Verbal communication
K26
S17

Verbal communication techniques. (K26)

Communicate with others verbally for example, colleagues and stakeholders. (S17)

None

(Core) Complete documentation
K16
S11

Documentation requirements: documentation control, auditable records. (K16)

Record or enter information - paper based or electronic. For example, process and production records, traceability records, and quality assurance records. (S11)

None

(Electrode technician) Prepare for electrode processing

S22 S23

None

Option 1. Receive and check electrode manufacturing materials. (S22)

Option 1. Follow specialist PPE procedures for over suits, overshoes, boots, gloves, masks, eyewear, and self-contained breathing apparatus. (S23)

None

(Electrode technician) Perform electrode processes
K40
S24 S25

Option 1. Electrode process procedures. (K40)

Option 1. Operate Human Machine Interface (HMI). (S24)

Option 1. Run, monitor and adjust HMI settings within permissions. (S25)

None

(Cell assembly technician) Prepare for cell assembly processes

S26 S28

None

Option 2. Follow specialist PPE procedures for over suits, overshoes, boots, gloves, masks, and eyewear. (S26)

Option 2. Receive and check cell assembly manufacturing materials. (S28)

None

(Cell assembly technician) Perform cell assembly processes
K44
S27 S29 S30

Option 2. Cell assembly processes procedures. (K44)

Option 2. Apply electrolyte safety precautions. (S27)

Option 2. Operate Human Machine Interface (HMI). (S29)

Option 2. Run, monitor and adjust HMI settings within permissions. (S30)

None

(Formation, ageing and testing technician) Prepare for formation, ageing and testing processes

S31

None

Option 3. Receive and check formation, ageing and testing manufacturing materials. (S31)

None

(Formation, ageing and testing technician) Perform formation, ageing and testing processes
K51 K53
S32 S33 S34 S35 S36

Option 3. Formation, ageing and testing company processes procedures. (K51)

Option 3. Data techniques: data recording, analysis, and translation. (K53)

Option 3. Load and handle cells. (S32)

Option 3. Operate Human Machine Interface (HMI): set up, shut down, and cleaning modes. (S33)

Option 3. Identify trends in data. (S34)

Option 3. Run, monitor and adjust HMI settings within permissions. (S35)

Option 3. Monitor fire risks. (S36)

None

(Module and pack technician) Prepare for module and pack processes
K55
S37 S38

Option 4. Stock control requirements. (K55)

Option 4. Apply anti-static procedures for example, earth straps, rubber matting. (S37)

Option 4. Obtain and check module and pack manufacturing materials. (S38)

None

(Module and pack technician) Perform module and pack processes
K56 K57 K59
S39 S40 S41 S42 S43 S44

Option 4. Engineering and design documentation application considerations. (K56)

Option 4. Module and pack assembly processes procedures. (K57)

Option 4. Live pack handling requirements. (K59)

Option 4. Interpret engineering and design documentation. (S39)

Option 4. Prepare materials. (S40)

Option 4. Check hand tools and equipment. (S41)

Option 4. Uses hand tools and equipment. For example, crimping machines, soldering ions, and heat guns. (S42)

Option 4. Complete end-of-process check. (S43)

Option 4. Monitor fire risks. (S44)

None

Interview underpinned by a portfolio of evidence

KSBS GROUPED BY THEME Knowledge Skills Behaviour
(Core) Battery technician's role and responsibilities
K2 K5
S19
B6

Battery manufacturing technician’s role. Limits of responsibility. Escalation procedures. (K2)

Incident and near miss reporting. Emergency procedures. (K5)

Escalate issues outside limits of responsibility. (S19)

Respond and adapt to work demands. (B6)

(Core) Sustainability
K8
S7
B2

Sustainability practice: energy efficiency, reuse of resources, recycling procedures. (K8)

Apply sustainability principles for example, in choice of materials, minimising waste. (S7)

Consider sustainability when using resources and carrying out processes. (B2)

(Core) Preventative maintenance
K18
S10

Maintenance practices. Preventative maintenance requirements. (K18)

Follow preventative maintenance practices. For example, cleaning electrodes, ensuring tooling is within calibration date, checking guarding, lubrication of tooling, safety checks, and inspection for wear and tear. (S10)

None

(Core) Problem solving
K22
S12 S13

Problem solving and fault-finding techniques: root cause analysis. (K22)

Apply problem solving techniques. Make suggestions to resolve problems. (S12)

Interpret data for example, process data, quality control and test procedure data. Use data to validate suggestions. (S13)

None

(Core) Continuous improvement
K15 K23
S14 S15

Development and review of operational procedures. (K15)

Continuous improvement (CI) systems and techniques. (K23)

Apply continuous improvement techniques for example, lean, 6 Sigma, KAIZEN. (S14)

Devise suggestions for improvement. For example, improving the energy consumption or waste profile of processes and procedures to improve the sustainability or carbon footprint of a product, process or task. (S15)

None

(Core) Digital technologies
K24
S20

Digital technologies. General data protection regulation (GDPR). Cyber security. (K24)

Use digital technologies. Comply with GDPR and cyber security regulations and policies. (S20)

None

(Core) Written communication
K27
S18

Written communication techniques. Technical report writing techniques. (K27)

Communicate in writing in the workplace for example, handover notes or emails, non-conformances, design change requests. (S18)

None

(Core) Team working
K28
S16
B5

Principles of team working. Equality, diversity, and inclusion. (K28)

Apply team working principles. (S16)

Team-focus to meet work goals including a commitment to equality, diversity and inclusion. (B5)

(Core) Continued professional development

S21
B4 B7

None

Plan how to meet personal development needs. Carry out and record planned and unplanned continued professional development (CPD) activities. Evaluate CPD against plans made. (S21)

Responsive to constructive feedback. (B4)

Committed to continued professional development. (B7)

(Electrode technician) Electrode processing potential issues
K42

Option 1. Potential issues in electrode processing and defect identification. (K42)

None

None

(Electrode technician) Formulation of materials
K38

Option 1. Formulations of materials - what they are and importance of following them. Manual and automated mixing methods. (K38)

None

None

(Cell assembly technician) Cell assembly potential issues
K46

Option 2. Potential issues in cell assembly and defect identification. (K46)

None

None

(Cell assembly technician) Formulation of materials
K43

Option 2. Formulations of materials - what they are and importance of following them. Manual and automated mixing methods. (K43)

None

None

(Cell assembly technician) Cell finishing requirements
K48

Option 2. Cell finishing monitoring and recording requirements. (K48)

None

None

(Formation, ageing and testing technician) Formation, ageing and testing potential issues
K54

Option 3. Potential issues in formation, ageing and testing and defect identification methods. (K54)

None

None

(Formation, ageing and testing technician) Formulation of materials
K49

Option 3. Formulations of materials - what they are and importance of following them. Manual and automated mixing methods. (K49)

None

None

(Module and pack technician) Module and pack potential issues
K61

Option 4. Potential issues in module and pack and defect identification. (K61)

None

None

(Module and pack technician) Module and pack finishing
K62

Option 4. Module and pack finishing - monitoring and recording requirements (traceability). (K62)

None

None

Employers involved in creating the standard: AceOn Group, Alexander Technologies Europe Ltd, AMTE Power, Aston Martin, British Volt, IIika, Jaguar Landrover, Faraday Institution, UK Battery Industrialisation Centre, Warwick University, Williams Advanced Engineering

Version log

Version Change detail Earliest start date Latest start date Latest end date
1.0 Approved for delivery 30/11/2023 Not set Not set

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