Key information

  1. Status: Approved for delivery
  2. Reference: ST0062
  3. Version: 1.2
  4. Level: 3
  5. Typical duration to gateway: 36 months
  6. Typical EPA period: 3 months
  7. Maximum funding: £17000
  8. Route: Construction and the built environment
  9. Date updated: 22/04/2024
  10. Approved for delivery: 6 June 2017
  11. Lars code: 173
  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

Designing, installing and servicing engineering systems used to heat large buildings like factories and hospitals.

Occupation summary

This occupation is found both on construction sites and in existing buildings. Building services engineering ensures that buildings function properly. It is a specialised branch of engineering in the construction industry. 

A craftsperson undertakes the planning, installation, testing, pre-commissioning, commissioning, and decommissioning of systems heating, chilled water, hot water, and cold-water systems. These systems are used within a variety of locations, including workplaces, businesses, schools, and hospitals. 

The systems operate by circulating temperature-controlled water throughout the buildings. This provides heating and cooling.  They could be powered by either fossil fuels or renewable energy sources. 

A craftsperson has a detailed knowledge of the systems operating principles.

The broad purpose of the occupation is to set, identify and establish the requirements of the job whether from drawings or clients ither instructions. The craftsperson will design and plan work programmes for installation, install pipework systems, test installed pipework and components, and carry out pre-commissioning work, along with de-commissioning and dismantling the system pipework and components. They will contribute to the adjusting the configuration of the systems as they are installed.

In their daily work, an employee in this occupation interacts with other members of the installation team and site managers.

A craftsperson can work within new build construction sites and existing buildings on their own and without supervision, in the most efficient and economical manner.  They must adhere to safe working practices without endangering themselves or others. They will take charge of the quality of their job and will consider environmental concerns.

Disclaimer: the definition of the term "system" relates to the pipework and the components and does not include the energy source. A building services engineering craftsperson is not responsible for connection to the energy source. 

Typical job titles include:

Building services engineer Craft engineer Heating and ventilating craftsperson Heating and ventilating fitter Mechanical services fitter

Duties

  • Duty 1 Comply with health, safety, and environmental regulations; building regulations; industry guidance notes and relevant codes of practice
  • Duty 2 Plan, and organise to undertake the installation of systems in ways which use resources effectively to complete work, with consideration for material, quality, safety, security and environmental impact, within relevant legislative requirements, codes of practice and industry recognised practices
  • Duty 3 Prepare work areas in both new or existing sites to undertake building services engineering installation, ensuring safe and is maintained; materials, tools and equipment are stored and positioned safely and to allow efficient workflow
  • Duty 4 Apply pipework fabrication and jointing techniques for example prefabricated, modularised components or distribution systems
  • Duty 5 Identify improvements in the installation against the design.
  • Duty 6 Apply installation, testing, pre-commissioning, commissioning and decommissioning techniques for including cold water systems; hot water systems, heating systems, chilled water systems
  • Duty 7 Instruct, communicate and liaise with own project team, and those in other teams, such as clients or specialist contractors, and with stakeholders.
  • Duty 8 Ensure that work area is restored to a safe condition, to prescribed standards of cleanliness on completion of installation work
  • Duty 9 Prepare and complete relevant work documentation, and handover stages in accordance with organisation policy and procedures and any other relevant information and guidance
  • Duty 10 Plan and project manage building engineering services work to ensure quality of outcomes
  • Duty 11 Develop and maintain skills in using a range of practical and workshop skills

Apprenticeship summary

ST0062, building services engineering craftsperson 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 typically 36 months. The EPA period is typically 3 months.

The overall grades available for this apprenticeship are:

  • fail
  • pass
  • distinction


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 portfolio of evidence, you must submit a portfolio of evidence

Assessment methods

Multiple-choice test

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.



Practical assessment with questions

You will be observed by an independent assessor completing a set of tasks. It will last 10 hours. They will ask you at least 6 questions.


Interview underpinned by a portfolio of evidence

You will have an interview with an independent assessor. It will last at least 90 minutes. They will ask you at least 12 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.


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.

Print occupational standard

Details of the occupational standard

Occupation summary

This occupation is found both on construction sites and in existing buildings. Building services engineering ensures that buildings function properly. It is a specialised branch of engineering in the construction industry. 

A craftsperson undertakes the planning, installation, testing, pre-commissioning, commissioning, and decommissioning of systems heating, chilled water, hot water, and cold-water systems. These systems are used within a variety of locations, including workplaces, businesses, schools, and hospitals. 

The systems operate by circulating temperature-controlled water throughout the buildings. This provides heating and cooling.  They could be powered by either fossil fuels or renewable energy sources. 

A craftsperson has a detailed knowledge of the systems operating principles.

The broad purpose of the occupation is to set, identify and establish the requirements of the job whether from drawings or clients ither instructions. The craftsperson will design and plan work programmes for installation, install pipework systems, test installed pipework and components, and carry out pre-commissioning work, along with de-commissioning and dismantling the system pipework and components. They will contribute to the adjusting the configuration of the systems as they are installed.

In their daily work, an employee in this occupation interacts with other members of the installation team and site managers.

A craftsperson can work within new build construction sites and existing buildings on their own and without supervision, in the most efficient and economical manner.  They must adhere to safe working practices without endangering themselves or others. They will take charge of the quality of their job and will consider environmental concerns.

Disclaimer: the definition of the term "system" relates to the pipework and the components and does not include the energy source. A building services engineering craftsperson is not responsible for connection to the energy source. 

Typical job titles include:

Building services engineer Craft engineer Heating and ventilating craftsperson Heating and ventilating fitter Mechanical services fitter

Occupation duties

Duty KSBs

Duty 1 Comply with health, safety, and environmental regulations; building regulations; industry guidance notes and relevant codes of practice

K2 K4 K6 K7 K8 K9 K10 K11 K12 K13 K14 K15 K16 K23 K25 K27 K31 K45

S1 S2 S3 S4 S5 S6 S7 S11 S16 S17 S18 S19 S21 S22 S23 S34

B1 B2 B3

Duty 2 Plan, and organise to undertake the installation of systems in ways which use resources effectively to complete work, with consideration for material, quality, safety, security and environmental impact, within relevant legislative requirements, codes of practice and industry recognised practices

K1 K12 K13 K14 K15 K16 K18 K20 K21 K22 K32 K33 K34 K38

S3 S5 S8 S10 S11 S34

B2 B3 B6

Duty 3 Prepare work areas in both new or existing sites to undertake building services engineering installation, ensuring safe and is maintained; materials, tools and equipment are stored and positioned safely and to allow efficient workflow

K2 K9 K10 K14 K17 K32

S2 S5 S10 S12 S15 S22 S33

Duty 4 Apply pipework fabrication and jointing techniques for example prefabricated, modularised components or distribution systems

K9 K22 K24 K25 K26 K28 K32 K45 K46

S4 S14 S17 S19 S20 S35

B3 B5

Duty 5 Identify improvements in the installation against the design.

K5 K13 K15 K20 K23 K28 K34 K35 K46

S9 S14 S32 S35

B3 B5

Duty 6 Apply installation, testing, pre-commissioning, commissioning and decommissioning techniques for including cold water systems; hot water systems, heating systems, chilled water systems

K2 K9 K17 K19 K20 K23 K24 K25 K26 K27 K28 K29 K30 K31 K33 K35 K36 K39 K45 K46

S9 S10 S14 S15 S16 S18 S19 S20 S21 S22 S23 S24 S35 S36

B4

Duty 7 Instruct, communicate and liaise with own project team, and those in other teams, such as clients or specialist contractors, and with stakeholders.

K3 K20 K22 K30 K31 K37 K39 K40 K41 K42 K43

S2 S8 S23 S25 S27 S28 S29 S30 S31 S33

B3 B5

Duty 8 Ensure that work area is restored to a safe condition, to prescribed standards of cleanliness on completion of installation work

K2 K8 K10 K17 K26 K37 K43

S15 S16 S18 S23 S24 S25 S30

Duty 9 Prepare and complete relevant work documentation, and handover stages in accordance with organisation policy and procedures and any other relevant information and guidance

K3 K5 K7 K17 K21 K30 K36 K37 K42 K43

S15 S20 S25 S29 S30 S32 S34

Duty 10 Plan and project manage building engineering services work to ensure quality of outcomes

K3 K12 K16 K17 K18 K19 K21 K22 K24 K33 K34 K36 K37 K38 K39 K41 K42 K43 K44

S7 S8 S9 S10 S13 S15 S24 S25 S26 S28 S29 S30 S31 S32 S33

B2 B4 B5

Duty 11 Develop and maintain skills in using a range of practical and workshop skills

K3 K11 K21 K24 K25 K27 K32 K33 K34 K36 K39 K44 K45

S7 S9 S14 S16 S17 S18 S19 S20 S21 S23 S24 S25 S26 S31 S32

B6

KSBs

Knowledge

K1: Roles and responsibilities within the building services industry, how they relate to one another and their hierarchy. Back to Duty

K2: Health and safety regulations and procedures, relevant to the occupation and the craftsperson’s responsibilities. For example, Health and Safety at Work Act – responsibilities; Control of Substances Hazardous to Health (COSHH); Working at height. Working in confined spaces. Situational awareness. Isolation and emergency stop procedures. Emergency evacuation procedures. Slips, trips, and falls. Safety equipment; guards, signage, fire extinguishers. Provision and use of Work Equipment Regulations (PUWER); Diseases and Dangerous Occurrences Regulations (RIDDOR). Back to Duty

K3: Limits of authority, when to escalate tasks and issues, and to whom. Back to Duty

K4: Building services engineering related procedures, processes, standards, and codes of practice. Back to Duty

K5: The purpose, function and roles involved with site inductions and toolbox talks. Back to Duty

K6: Methods of safe working including risk assessments, method statements, control measure application and safe systems of work. Back to Duty

K7: Principles of risk assessments, for example hierarchy of risk. Back to Duty

K8: Methods of hazard identification and risk management. Back to Duty

K9: Health and safety control equipment including personal protective equipment (PPE). Back to Duty

K10: Building fire safety legislation: purpose, application and impact. Back to Duty

K11: Manual handling techniques including material handling equipment (MHE). Back to Duty

K12: Waste management techniques: recycling, reuse and safe disposal of waste. Back to Duty

K13: Environmental and sustainability regulations and guidance. Environmental management systems standard. Environmental Protection Act. Back to Duty

K14: Mechanical sustainable energy systems: carbon reduction, solar, rainwater and heat recovery.  Back to Duty

K15: Energy sources: low carbon (Combined heat and power (CHP), biomass ground source heat pumps (GSHP)) zero carbon heat and power, wind, solar photovoltaic or thermal, hydro aiming for net zero energy in use. System efficiencies.  Back to Duty

K16: Principles of planning work programmes: order, resource and time management, stages and needs. Back to Duty

K17: Work area and task preparation, setting out techniques. Back to Duty

K18: Principles and techniques of efficient use of resources: cost, time, quality, safety. Back to Duty

K19: Principles of securing and storing equipment and tools. Back to Duty

K20: Methods of interpreting and extracting relevant information from drawings, specifications and work instructions. Back to Duty

K21: Principles of Computer Aided Design (CAD) and Building Information Modelling (BIM). Back to Duty

K22: Project management techniques and styles for building services engineering. Back to Duty

K23: Design principles for installation of new heating systems: industrial and commercial, low temperature and medium temperature systems.  Back to Duty

K24: Principles and techniques for pipework fabricating, including jointing: compression, screwed, crimped and bending for prefabricated or modularised components and distribution systems. Back to Duty

K25: Water system installation and pre-commissioning techniques: hot - open vented, unvented, indirect, secondary circulation, instantaneous. Cold - indirect and direct. Back to Duty

K26: Air conditioning, heat rejection, chilled beams, fan coil units, air handling units.  Back to Duty

K27: Operating principles for testing of new and existing industrial and commercial systems including electrical and electronic components, hydraulic and pneumatic methods. Back to Duty

K28: Commissioning practices and techniques applicable to building service engineering. Back to Duty

K29: Operating principles for decommissioning and disassembly of new and existing industrial and commercial systems. Back to Duty

K30: Operating principles and requirements of installations containing environmental energy sources: low carbon (Combined heat and power (CHP), biomass ground source heat pumps (GSHP)) zero carbon heat and power, wind, solar photovoltaic or thermal, hydro aiming for net zero energy in use. Back to Duty

K31: Operating principles and requirements of gas, oil and solid fuel systems. Back to Duty

K32: Materials, equipment and fittings used to install building services engineering systems. Back to Duty

K33: Fire protection system installation techniques. Sprinklers: wet, dry, alternative wet and dry. Hose reel: wet riser. Dry riser, foam installations, gas extinguishers, carbon dioxide.  Back to Duty

K34: Types of faults on systems and how to diagnose them; electrical, hot, and cold water, heating and ventilation. Back to Duty

K35: Principles underpinning building services engineering: measurement, force and pressure, heat and power. Back to Duty

K36: Quality management standards. Quality assurance principles and practice. Back to Duty

K37: Handover procedures for commissioned systems. Back to Duty

K38: Factors that delay the completion of planned work and mitigation techniques. Back to Duty

K39: Team working and collaboration principles. Back to Duty

K40: Principles of equity, diversity and inclusion in the workplace. Unconscious bias. Back to Duty

K41: Verbal communication techniques. Giving and receiving information. Matching style to audience. Barriers in communication and how to overcome them. Sector specific terminology. Back to Duty

K42: Written communication techniques: paper based and digital. Plain English principles. Sector specific terminology.  Back to Duty

K43: Documentation, including methods and requirements, electronic and paper: energy usage, job sheets, risk assessments, equipment service records, test results, operations manuals, handover documents and manufacturers’ documentation, work instructions, checklists, waste environmental records, permits to work and any legal reporting requirements. Back to Duty

K44: Information technology and digital systems used to support building service engineering operations. General data protection regulation (GDPR). Cyber security. Back to Duty

K45: Electrical safety testing techniques. Back to Duty

K46: Techniques for configuring systems. Back to Duty

Skills

S1: Apply safe working practices and comply with safe working methods including method statements. Back to Duty

S2: Produce risk assessment. Back to Duty

S3: Select and use personal protective equipment (PPE). Back to Duty

S4: Identify and report hazards and risks in the workplace. Take action to mitigate hazards and risk. Back to Duty

S5: Move, lift and handle materials safely.  Back to Duty

S6: Comply with environmental and sustainability regulations and standards. Back to Duty

S7: Apply waste management techniques. Back to Duty

S8: Interpret information from, for example, drawings, specifications, and system schematics. Back to Duty

S9: Apply design techniques. Back to Duty

S10: Plan work activities and order. Back to Duty

S11: Apply resource management techniques and principles when planning work. Back to Duty

S12: Prepare area of work for setting out and work activities for self and others; carry out prework checks. Back to Duty

S13: Anticipate and minimise delays to planned work. Back to Duty

S14: Select materials, components, fittings and bracketry required to complete work tasks. Back to Duty

S15: Secure and store equipment and tools. Back to Duty

S16: Carry out pre commissioning activities. Back to Duty

S17: Fabricate pipework systems including pipe bending. Back to Duty

S18: Install systems for example cold water, hot water, return, heating, chilled. Back to Duty

S19: Use pipe-jointing techniques. Back to Duty

S20: Carry out the testing of a system following installation. Back to Duty

S21: Diagnose faults on systems. Back to Duty

S22: Apply electrical safety testing techniques.  Back to Duty

S23: Complete a final quality inspection.  Back to Duty

S24: Apply decommissioning and disassembly practices.  Back to Duty

S25: Complete system handover activities.  Back to Duty

S26: Apply team working principles. Back to Duty

S27: Follow equity, diversity and inclusion procedures. Back to Duty

S28: Communicate verbally and in written form, including internal and external customers and colleagues, using sector specific terminology. Back to Duty

S29: Use information technology and digital systems. Comply with GDPR and cyber security regulations and policies. Back to Duty

S30: Record or enter information – paper based or electronic. Back to Duty

S31: Collaborate with others including customers, colleagues, internal and external stakeholders, other trades. Back to Duty

S32: Investigate problems to identify the underlying cause and solution. Back to Duty

S33: Work within limits of authority and escalate issues. Back to Duty

S34: Conduct toolbox talks and site inductions. Back to Duty

S35: Apply configuration techniques. Back to Duty

S36: Apply commissioning practices and techniques. Back to Duty

Behaviours

B1: Prioritise health and safety for themselves and others. Back to Duty

B2: Takes personal responsibility for their own sustainable working practices. Back to Duty

B3: Predicts and pre-empts problems with a proactive approach. Back to Duty

B4: Promote an inclusive workplace for example, respectful of different views. Back to Duty

B5: Collaborate and promote teamwork within the team and across disciplines. Back to Duty

B6: Committed to maintaining and enhancing competence of self through continued professional development (CPD). 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.

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End-point assessment plan

V1.2

Introduction and overview

This document explains the requirements for end-point assessment (EPA) for the building services engineering craftsperson apprenticeship. End-point assessment organisations (EPAOs) must follow this when designing and delivering the EPA.

Building services engineering craftsperson apprentices, their employers and training providers should read this document.

A full-time building services engineering craftsperson 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 work with the training provider to select an approved EPAO from the apprenticeship providers and assessment register (APAR).

This EPA has 3 assessment methods.

The grades available for each assessment method are below.

Assessment method 1 - multiple-choice test:

  • fail
  • pass
  • distinction

Assessment method 2 - practical with questions:

  • fail
  • pass

Assessment method 3 - interview underpinned by portfolio of evidence:

  • fail
  • pass
  • distinction

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

  • fail
  • pass
  • 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 has attained sufficient KSBs to complete the apprenticeship.

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 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

Multiple-choice test:

  • fail

  • pass

  • distinction

Practical with questions:

  • fail

  • pass

Interview underpinned by portfolio of evidence:

  • fail

  • pass

  • distinction

Overall EPA and apprenticeship can be graded:

    • fail
    • pass
    • distinction

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 has attained sufficient KSBs to complete the apprenticeship. 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 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 the interview. 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, for example:
  • workplace policies and procedures
  • witness statements
  • annotated photographs
  • video clips with a maximum total duration 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.

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.

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 allows for the efficient testing of knowledge where there is a right or wrong answer
  • it allows for flexibility in terms of when, where, and how it is taken
  • it can be 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 could 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:

  • independent assessor assessment materials which include:
    • 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.

Practical with questions

Overview

In a practical assessment with questions, an independent assessor observes the apprentice completing a task or series of tasks set by the EPAO. The EPAO decides in which of the simulated environments it takes place. The assessment environment must closely relate to the apprentice’s natural working environment. 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, which can be demonstrated through completing tasks
  • it allows for consistency of opportunity for apprentices to demonstrate their competence against the mapped KSBs
  • it assesses KSBs holistically and objectively
  • it is a valid assessment because it involves direct testing under controlled conditions

Delivery

The practical 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 practical with questions.

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

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

The practical with questions must take 10 hours.

The independent assessor can increase the time of the practical 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 practical with questions may take place in parts but must be completed over 2 working days. A working day is typically considered to be 7.5 hours long. The reason for this split is there is insufficient time to complete the practical task in one working day.

The tasks should be taken consecutively and both must be observed in person by the assessor.

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 practical with questions before it starts. This does not count towards the assessment time.

The independent assessor must observe the following during the practical assessment:

Task 1 – Planning, design, and risk assessment – 4 hours

This task requires the apprentice to interpret a pipework installation from a brief which may include written instructions and drawings; produce a sketch of the installation, select materials, components, tools, and equipment required, and complete a risk assessment and method statement for the planned installation.

The brief provided to the apprentice must be specific, stating which systems are required to be included; for example, heating and chilled water circuit; cold water and hot water circuit which includes hot water return.

The apprentice will be observed carrying out planning and design activities including:

  • producing a work plan and order for the pipework installation
  • designing a pipework system that includes:
    • minimum of 2 bends
    • minimum of 2 joints
    • minimum of 3 components of different materials
    • minimum of two different pipework materials
  • selecting materials, valves, components, bracketry, and fixings to facilitate the pipework installation
  • producing a sketch of the pipework installation which includes a minimum of 2 views, including highlighting the pipe work dimensions and diameters, along with component names and material types
  • listing the tools and equipment required to fabricate and install the pipework installation
  • completing a risk assessment and method statement to facilitate the pipework installation, testing and decommissioning
  • complying with health and safety regulations

Task 2 – Fabrication, installation, testing and decommission – 6 hours

This task requires the apprentice to complete their planned pipework installation in a designated work area.

The work area must contain, as a minimum:

  • preparation bay with a floor of 2 x 2 metres as a minimum, with at least one wall with a minimum height of 2.3 metres. Walls must be capable of having fixtures and fitting attached to them
  • individual access to a workbench
  • the materials, valves, components, bracketry and fixings as selected in Task 1

The apprentice will be observed carrying out fabricating, installation, testing, and decommissioning activities including:

Fabrication and Installation

  • carrying out procedures for setting out materials, bracketry and components as planned in Task 1
  • fabricating the pipework system as planned in Task 1
  • using jointing and bending techniques, demonstrating as a minimum soft soldering, compression pipe crimping and threading
  • installing pipework, valves, components, bracketry, and fixings as planned in Task 1
  • using tools and equipment to install the pipework frame, bracketry, and components in the work area

Testing

  • using tools and testing equipment to test the pipework, components, and fittings
  • carrying out quality inspection of the installation

Decommissioning and disassembling

  • selecting and using tools, materials, and components to decommission the pipework system
  • selecting and using tools to disassemble the installed pipework system, bracketry, and components
  • sorting pipework, bracketry and any additional components for reuse, recycling, and disposal
  • operating to the risk assessment and method statement produced in Task 1

Throughout all tasks, the apprentice will be observed on:

  • compliance with health and safety regulations
  • managing tasks

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

Throughout Task 2, the apprentice may modify their sketch and change their approach to the activities as completed in Task 1, to accommodate the final installation. This does not affect their achievement of the KSBs.

The independent assessor must ask questions.

The purpose of the questions is:

  • to seek clarification where required
  • to assess the level of competence against the grading descriptors

Questioning can occur both during and after the practical assessment. The time for questioning is included in the overall assessment time. The independent assessor must ask at least 6 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.

The independent assessor can ask follow-up questions to clarify answers given by the apprentice. These questions are in addition to the above set number of questions for the practical with questions.

The independent assessor must make the grading decision. The independent assessor must assess the practical assessment 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
  • KSBs demonstrated in answers to questions
  • the grade achieved

Assessment location

The practical with questions must take place in a simulated environment selected by the EPAO for example, the EPAO’s premises, a training provider’s premises, a training facility in the employer’s premises, a test centre or a similar simulated environment. This simulated environment must relate to the apprentice’s natural work environment. Equipment and resources needed for the practical with questions must be provided by the EPAO, who can liaise with the employer to provide these.

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 tasks and questions in the case of re-sits and retakes, to minimise predictability.

The EPAO must produce the following materials to support the practical 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 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 the assessment of KSBs that do not occur on a predictable or regular basis
  • it allows for assessment 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.

  • safety
  • sustainability
  • planning and problem solving
  • installing and working on systems
  • teamwork and communication
  • quality assurance and handover
  • continuous professional development (CPD)

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 90 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 12 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 can be conducted by video conferencing. The EPAO must have processes in place to verify the identity of the apprentice and ensure the apprentice is not being aided.

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 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.

Grading

Practical with questions

Theme
KSBs
Pass
Apprentices must demonstrate all of the pass descriptors
Working safely
K6 K7 K9 S1 S2 S3 B1

Prioritises health and safety, complying with safe working methods and practices including control measure application, in order to ensure the safety of themselves and others. (K6, S1, B1)

Produces a risk assessment in line with principles that meets the requirements of the task. (K7, S2)

Selects and uses personal protective equipment (PPE) in line with requirements. (K9, S3)

Planning and preparing
K16 K17 K18 K20 K23 K32 S8 S9 S10 S11 S12 S14

Completes pre-work checks, prepares the work area, including setting out, selecting materials, components and bracketry required to meet the needs of the brief. (K17, K32, S12, S14)

Plans work activities in order to support the safe and efficient completion of the task. (K16, S10)

Applies resource management techniques and principles when planning work, in line with organisational procedures and to meet the needs of the task. (K18, S11)

In response to Task 1, designs a pipework installation using information interpreted from the brief to meet its' needs. (K20, K23, S8, S9)

 

Fabrication, installation, and testing of systems
K24 K25 K27 K29 S16 S17 S18 S19 S20 S24

Fabricates a pipework system including the creation of bends and joints in Iine with regulations and task requirements. (K24, S17, S19)

Installs a pipework system using techniques appropriate to the brief, carrying out pre-commissioning to meet the needs of the task. (K25, S16, S18)

Carries out a test of the installed system in line with working pressure testing requirements allowing for reconfiguration, produces a result which shows no leaks for the duration of the test. (K27, S20)

Applies practices and techniques to decommission the system and disassemble the pipework, components and fittings, in line with industry standards, regulations and task requirements. (K29, S24)

Quality assurance
K36 S23

Completes a final quality inspection of their work, in line with quality management standards and practice. (K36, S23)

Interview underpinned by portfolio of evidence

Theme
KSBs
Pass
Apprentices must demonstrate all of the pass descriptors
Distinction
Apprentices must demonstrate all of the pass descriptors and all of the distinction descriptors
Safety
K8 K11 K45 S4 S5 S22

Explains how they have identified, reported and mitigated hazards and risks in the workplace in line with organisational procedures. (K8, S4)

Describes how they move, lift and handle materials safely in line with organisational procedures. (K11, S5)

Explains how they apply electrical safety testing techniques in line with organisational procedures. (K45, S22)

Explains the benefits to the organisation and wider industry of identifying, reporting and mitigating hazards. (K8, S4)

Sustainability
K12 K13 S6 S7 B2

Explains how they have applied waste management techniques in line with organisational and site procedures. (K12, S7)

Explains how they take responsibility for their own sustainable working practices and how they apply environmental and sustainability procedures in compliance with the regulations and guidance. (K13, S6, B2)

Explains the benefits for individuals and the business of compliance with environmental and sustainability procedures, standards and regulations. (K13, S6)

Planning and problem solving
K34 K38 S13 S21 S32 B3

Explains how they have diagnosed different types of faults on systems in line with business needs and organisational and site procedures. (K34, S21)

Explains how they predict, pre-empt, investigate, and solve problems proactively to minimise delays to planned work and ensure business needs are met. (K38, S13, S32, B3)

Explains the importance of being proactive and pre-empting problems in terms of impact on others or the business. (K38, S13, S32, B3)

Installing and working on systems
K5 K19 K46 S15 S34 S35

Describes how they have carried out toolbox talks and site inductions, and their purpose and importance in meeting business needs and safety protocols. (K5, S34)

Describes how they secure and store equipment and tools in line with organisational and site procedures. (K19, S15)

Describes how they have applied configuration techniques to achieve a functioning system with no leaks. (K46, S35)

None.

Teamwork and communication
K3 K39 K40 K41 K42 K43 K44 S26 S27 S28 S29 S30 S31 S33 B4 B5

Explains how they work within the limits of own authority, escalating issues where outside of their authority, in line with organisational procedures and in order to meet business needs. (K3, S33)

Explains how they work collaboratively to promote teamwork, with internal and external stakeholders, to achieve work goals. (K39, S26, S31, B5)

Describes how they apply equity, diversity and inclusion procedures and promote inclusion in the workplace, taking account of unconscious bias and different views. (K40, S27, B4)

Describes how they have communicated verbally and in writing with internal and external stakeholders using techniques suitable for the context, adapting style and use of terminology to suit the audience. (K41, K42, S28)

Describes how they have recorded or entered information, in paper based or electronic format, for work tasks in line with procedures. (K43, S30)

Describes how they have used information technology and digital systems to support task completion in line with the task specification, complying with GDPR and cyber security regulations and policies, to meet business needs. (K44, S29)

Explains the impact and the benefits of team work and collaborative working to the organisation and wider team. (K39, S26, S31)

Explains the benefits of supporting a diverse and inclusive culture for the business. (K40, S27)

Outlines the benefits to the business of ensuring GDPR and cyber security regulations and policies are followed. (K44, S29)

Quality assurance and handover
K28 K37 S25 S36

Describes how they apply commissioning techniques and practices and complete handover activities of commissioned systems, in line with industry regulations and organisational procedures. (K28, K37, S25, S36)

None.

Continuous professional development (CPD)
B6

Describes CPD they have undertaken and their future plans for CPD to enhance competence. (B6)

None.

Multiple-choice test

Grade Minimum marks required Maximum marks required
Fail 0 27
Pass 28 24
Distinction 35 40

Overall EPA grading

Performance in the EPA determines the overall grade of:

  • fail

  • pass

  • distinction

An independent assessor must individually grade the practical with questions and interview underpinned by 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 distinction the apprentice must achieve a distinction in the multiple-choice test, a distinction within the interview and a pass within the practical.

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

Multiple-choice test Practical with questions Interview underpinned by portfolio of evidence 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 Pass Distinction Pass
Distinction Pass Pass Pass
Distinction Pass Distinction 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 3 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 pass for a re-sit or re-take, 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 training provider
  • work with the training provider to select the EPAO
  • 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
  • work with the employer to select the EPAO
  • 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
  • not invigilate an assessment, solely, if they have delivered the assessed content to the apprentice
  • 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 2 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

Professional recognition

This apprenticeship is not aligned to professional recognition.

KSB mapping table

Knowledge Assessment methods
K1

Roles and responsibilities within the building services industry, how they relate to one another and their hierarchy.

Back to Grading
Multiple-choice test
K2

Health and safety regulations and procedures, relevant to the occupation and the craftsperson’s responsibilities. For example, Health and Safety at Work Act – responsibilities; Control of Substances Hazardous to Health (COSHH); Working at height. Working in confined spaces. Situational awareness. Isolation and emergency stop procedures. Emergency evacuation procedures. Slips, trips, and falls. Safety equipment; guards, signage, fire extinguishers. Provision and use of Work Equipment Regulations (PUWER); Diseases and Dangerous Occurrences Regulations (RIDDOR).

Back to Grading
Multiple-choice test
K3

Limits of authority, when to escalate tasks and issues, and to whom.

Back to Grading
Interview underpinned by portfolio of evidence
K4

Building services engineering related procedures, processes, standards, and codes of practice.

Back to Grading
Multiple-choice test
K5

The purpose, function and roles involved with site inductions and toolbox talks.

Back to Grading
Interview underpinned by portfolio of evidence
K6

Methods of safe working including risk assessments, method statements, control measure application and safe systems of work.

Back to Grading
Practical with questions
K7

Principles of risk assessments, for example hierarchy of risk.

Back to Grading
Practical with questions
K8

Methods of hazard identification and risk management.

Back to Grading
Interview underpinned by portfolio of evidence
K9

Health and safety control equipment including personal protective equipment (PPE).

Back to Grading
Practical with questions
K10

Building fire safety legislation: purpose, application and impact.

Back to Grading
Multiple-choice test
K11

Manual handling techniques including material handling equipment (MHE).

Back to Grading
Interview underpinned by portfolio of evidence
K12

Waste management techniques: recycling, reuse and safe disposal of waste.

Back to Grading
Interview underpinned by portfolio of evidence
K13

Environmental and sustainability regulations and guidance. Environmental management systems standard. Environmental Protection Act.

Back to Grading
Interview underpinned by portfolio of evidence
K14

Mechanical sustainable energy systems: carbon reduction, solar, rainwater and heat recovery. 

Back to Grading
Multiple-choice test
K15

Energy sources: low carbon (Combined heat and power (CHP), biomass ground source heat pumps (GSHP)) zero carbon heat and power, wind, solar photovoltaic or thermal, hydro aiming for net zero energy in use. System efficiencies. 

Back to Grading
Multiple-choice test
K16

Principles of planning work programmes: order, resource and time management, stages and needs.

Back to Grading
Practical with questions
K17

Work area and task preparation, setting out techniques.

Back to Grading
Practical with questions
K18

Principles and techniques of efficient use of resources: cost, time, quality, safety.

Back to Grading
Practical with questions
K19

Principles of securing and storing equipment and tools.

Back to Grading
Interview underpinned by portfolio of evidence
K20

Methods of interpreting and extracting relevant information from drawings, specifications and work instructions.

Back to Grading
Practical with questions
K21

Principles of Computer Aided Design (CAD) and Building Information Modelling (BIM).

Back to Grading
Multiple-choice test
K22

Project management techniques and styles for building services engineering.

Back to Grading
Multiple-choice test
K23

Design principles for installation of new heating systems: industrial and commercial, low temperature and medium temperature systems. 

Back to Grading
Practical with questions
K24

Principles and techniques for pipework fabricating, including jointing: compression, screwed, crimped and bending for prefabricated or modularised components and distribution systems.

Back to Grading
Practical with questions
K25

Water system installation and pre-commissioning techniques: hot - open vented, unvented, indirect, secondary circulation, instantaneous. Cold - indirect and direct.

Back to Grading
Practical with questions
K26

Air conditioning, heat rejection, chilled beams, fan coil units, air handling units. 

Back to Grading
Multiple-choice test
K27

Operating principles for testing of new and existing industrial and commercial systems including electrical and electronic components, hydraulic and pneumatic methods.

Back to Grading
Practical with questions
K28

Commissioning practices and techniques applicable to building service engineering.

Back to Grading
Interview underpinned by portfolio of evidence
K29

Operating principles for decommissioning and disassembly of new and existing industrial and commercial systems.

Back to Grading
Practical with questions
K30

Operating principles and requirements of installations containing environmental energy sources: low carbon (Combined heat and power (CHP), biomass ground source heat pumps (GSHP)) zero carbon heat and power, wind, solar photovoltaic or thermal, hydro aiming for net zero energy in use.

Back to Grading
Multiple-choice test
K31

Operating principles and requirements of gas, oil and solid fuel systems.

Back to Grading
Multiple-choice test
K32

Materials, equipment and fittings used to install building services engineering systems.

Back to Grading
Practical with questions
K33

Fire protection system installation techniques. Sprinklers: wet, dry, alternative wet and dry. Hose reel: wet riser. Dry riser, foam installations, gas extinguishers, carbon dioxide. 

Back to Grading
Multiple-choice test
K34

Types of faults on systems and how to diagnose them; electrical, hot, and cold water, heating and ventilation.

Back to Grading
Interview underpinned by portfolio of evidence
K35

Principles underpinning building services engineering: measurement, force and pressure, heat and power.

Back to Grading
Multiple-choice test
K36

Quality management standards. Quality assurance principles and practice.

Back to Grading
Practical with questions
K37

Handover procedures for commissioned systems.

Back to Grading
Interview underpinned by portfolio of evidence
K38

Factors that delay the completion of planned work and mitigation techniques.

Back to Grading
Interview underpinned by portfolio of evidence
K39

Team working and collaboration principles.

Back to Grading
Interview underpinned by portfolio of evidence
K40

Principles of equity, diversity and inclusion in the workplace. Unconscious bias.

Back to Grading
Interview underpinned by portfolio of evidence
K41

Verbal communication techniques. Giving and receiving information. Matching style to audience. Barriers in communication and how to overcome them. Sector specific terminology.

Back to Grading
Interview underpinned by portfolio of evidence
K42

Written communication techniques: paper based and digital. Plain English principles. Sector specific terminology. 

Back to Grading
Interview underpinned by portfolio of evidence
K43

Documentation, including methods and requirements, electronic and paper: energy usage, job sheets, risk assessments, equipment service records, test results, operations manuals, handover documents and manufacturers’ documentation, work instructions, checklists, waste environmental records, permits to work and any legal reporting requirements.

Back to Grading
Interview underpinned by portfolio of evidence
K44

Information technology and digital systems used to support building service engineering operations. General data protection regulation (GDPR). Cyber security.

Back to Grading
Interview underpinned by portfolio of evidence
K45

Electrical safety testing techniques.

Back to Grading
Interview underpinned by portfolio of evidence
K46

Techniques for configuring systems.

Back to Grading
Interview underpinned by portfolio of evidence
Skill Assessment methods
S1

Apply safe working practices and comply with safe working methods including method statements.

Back to Grading
Practical with questions
S2

Produce risk assessment.

Back to Grading
Practical with questions
S3

Select and use personal protective equipment (PPE).

Back to Grading
Practical with questions
S4

Identify and report hazards and risks in the workplace. Take action to mitigate hazards and risk.

Back to Grading
Interview underpinned by portfolio of evidence
S5

Move, lift and handle materials safely. 

Back to Grading
Interview underpinned by portfolio of evidence
S6

Comply with environmental and sustainability regulations and standards.

Back to Grading
Interview underpinned by portfolio of evidence
S7

Apply waste management techniques.

Back to Grading
Interview underpinned by portfolio of evidence
S8

Interpret information from, for example, drawings, specifications, and system schematics.

Back to Grading
Practical with questions
S9

Apply design techniques.

Back to Grading
Practical with questions
S10

Plan work activities and order.

Back to Grading
Practical with questions
S11

Apply resource management techniques and principles when planning work.

Back to Grading
Practical with questions
S12

Prepare area of work for setting out and work activities for self and others; carry out prework checks.

Back to Grading
Practical with questions
S13

Anticipate and minimise delays to planned work.

Back to Grading
Interview underpinned by portfolio of evidence
S14

Select materials, components, fittings and bracketry required to complete work tasks.

Back to Grading
Practical with questions
S15

Secure and store equipment and tools.

Back to Grading
Interview underpinned by portfolio of evidence
S16

Carry out pre commissioning activities.

Back to Grading
Practical with questions
S17

Fabricate pipework systems including pipe bending.

Back to Grading
Practical with questions
S18

Install systems for example cold water, hot water, return, heating, chilled.

Back to Grading
Practical with questions
S19

Use pipe-jointing techniques.

Back to Grading
Practical with questions
S20

Carry out the testing of a system following installation.

Back to Grading
Practical with questions
S21

Diagnose faults on systems.

Back to Grading
Interview underpinned by portfolio of evidence
S22

Apply electrical safety testing techniques. 

Back to Grading
Interview underpinned by portfolio of evidence
S23

Complete a final quality inspection. 

Back to Grading
Practical with questions
S24

Apply decommissioning and disassembly practices. 

Back to Grading
Practical with questions
S25

Complete system handover activities. 

Back to Grading
Interview underpinned by portfolio of evidence
S26

Apply team working principles.

Back to Grading
Interview underpinned by portfolio of evidence
S27

Follow equity, diversity and inclusion procedures.

Back to Grading
Interview underpinned by portfolio of evidence
S28

Communicate verbally and in written form, including internal and external customers and colleagues, using sector specific terminology.

Back to Grading
Interview underpinned by portfolio of evidence
S29

Use information technology and digital systems. Comply with GDPR and cyber security regulations and policies.

Back to Grading
Interview underpinned by portfolio of evidence
S30

Record or enter information – paper based or electronic.

Back to Grading
Interview underpinned by portfolio of evidence
S31

Collaborate with others including customers, colleagues, internal and external stakeholders, other trades.

Back to Grading
Interview underpinned by portfolio of evidence
S32

Investigate problems to identify the underlying cause and solution.

Back to Grading
Interview underpinned by portfolio of evidence
S33

Work within limits of authority and escalate issues.

Back to Grading
Interview underpinned by portfolio of evidence
S34

Conduct toolbox talks and site inductions.

Back to Grading
Interview underpinned by portfolio of evidence
S35

Apply configuration techniques.

Back to Grading
Interview underpinned by portfolio of evidence
S36

Apply commissioning practices and techniques.

Back to Grading
Interview underpinned by portfolio of evidence
Behaviour Assessment methods
B1

Prioritise health and safety for themselves and others.

Back to Grading
Practical with questions
B2

Takes personal responsibility for their own sustainable working practices.

Back to Grading
Interview underpinned by portfolio of evidence
B3

Predicts and pre-empts problems with a proactive approach.

Back to Grading
Interview underpinned by portfolio of evidence
B4

Promote an inclusive workplace for example, respectful of different views.

Back to Grading
Interview underpinned by portfolio of evidence
B5

Collaborate and promote teamwork within the team and across disciplines.

Back to Grading
Interview underpinned by portfolio of evidence
B6

Committed to maintaining and enhancing competence of self through continued professional development (CPD).

Back to Grading
Interview underpinned by portfolio of evidence

Mapping of KSBs to grade themes

Practical with questions

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Working safely
K6 K7 K9
S1 S2 S3
B1

Methods of safe working including risk assessments, method statements, control measure application and safe systems of work. (K6)

Principles of risk assessments, for example hierarchy of risk. (K7)

Health and safety control equipment including personal protective equipment (PPE). (K9)

Apply safe working practices and comply with safe working methods including method statements. (S1)

Produce risk assessment. (S2)

Select and use personal protective equipment (PPE). (S3)

Prioritise health and safety for themselves and others. (B1)

Planning and preparing
K16 K17 K18 K20 K23 K32
S8 S9 S10 S11 S12 S14

Principles of planning work programmes: order, resource and time management, stages and needs. (K16)

Work area and task preparation, setting out techniques. (K17)

Principles and techniques of efficient use of resources: cost, time, quality, safety. (K18)

Methods of interpreting and extracting relevant information from drawings, specifications and work instructions. (K20)

Design principles for installation of new heating systems: industrial and commercial, low temperature and medium temperature systems.  (K23)

Materials, equipment and fittings used to install building services engineering systems. (K32)

Interpret information from, for example, drawings, specifications, and system schematics. (S8)

Apply design techniques. (S9)

Plan work activities and order. (S10)

Apply resource management techniques and principles when planning work. (S11)

Prepare area of work for setting out and work activities for self and others; carry out prework checks. (S12)

Select materials, components, fittings and bracketry required to complete work tasks. (S14)

None

Fabrication, installation, and testing of systems
K24 K25 K27 K29
S16 S17 S18 S19 S20 S24

Principles and techniques for pipework fabricating, including jointing: compression, screwed, crimped and bending for prefabricated or modularised components and distribution systems. (K24)

Water system installation and pre-commissioning techniques: hot - open vented, unvented, indirect, secondary circulation, instantaneous. Cold - indirect and direct. (K25)

Operating principles for testing of new and existing industrial and commercial systems including electrical and electronic components, hydraulic and pneumatic methods. (K27)

Operating principles for decommissioning and disassembly of new and existing industrial and commercial systems. (K29)

Carry out pre commissioning activities. (S16)

Fabricate pipework systems including pipe bending. (S17)

Install systems for example cold water, hot water, return, heating, chilled. (S18)

Use pipe-jointing techniques. (S19)

Carry out the testing of a system following installation. (S20)

Apply decommissioning and disassembly practices.  (S24)

None

Quality assurance
K36
S23

Quality management standards. Quality assurance principles and practice. (K36)

Complete a final quality inspection.  (S23)

None

Interview underpinned by portfolio of evidence

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Safety
K8 K11 K45
S4 S5 S22

Methods of hazard identification and risk management. (K8)

Manual handling techniques including material handling equipment (MHE). (K11)

Electrical safety testing techniques. (K45)

Identify and report hazards and risks in the workplace. Take action to mitigate hazards and risk. (S4)

Move, lift and handle materials safely.  (S5)

Apply electrical safety testing techniques.  (S22)

None

Sustainability
K12 K13
S6 S7
B2

Waste management techniques: recycling, reuse and safe disposal of waste. (K12)

Environmental and sustainability regulations and guidance. Environmental management systems standard. Environmental Protection Act. (K13)

Comply with environmental and sustainability regulations and standards. (S6)

Apply waste management techniques. (S7)

Takes personal responsibility for their own sustainable working practices. (B2)

Planning and problem solving
K34 K38
S13 S21 S32
B3

Types of faults on systems and how to diagnose them; electrical, hot, and cold water, heating and ventilation. (K34)

Factors that delay the completion of planned work and mitigation techniques. (K38)

Anticipate and minimise delays to planned work. (S13)

Diagnose faults on systems. (S21)

Investigate problems to identify the underlying cause and solution. (S32)

Predicts and pre-empts problems with a proactive approach. (B3)

Installing and working on systems
K5 K19 K46
S15 S34 S35

The purpose, function and roles involved with site inductions and toolbox talks. (K5)

Principles of securing and storing equipment and tools. (K19)

Techniques for configuring systems. (K46)

Secure and store equipment and tools. (S15)

Conduct toolbox talks and site inductions. (S34)

Apply configuration techniques. (S35)

None

Teamwork and communication
K3 K39 K40 K41 K42 K43 K44
S26 S27 S28 S29 S30 S31 S33
B4 B5

Limits of authority, when to escalate tasks and issues, and to whom. (K3)

Team working and collaboration principles. (K39)

Principles of equity, diversity and inclusion in the workplace. Unconscious bias. (K40)

Verbal communication techniques. Giving and receiving information. Matching style to audience. Barriers in communication and how to overcome them. Sector specific terminology. (K41)

Written communication techniques: paper based and digital. Plain English principles. Sector specific terminology.  (K42)

Documentation, including methods and requirements, electronic and paper: energy usage, job sheets, risk assessments, equipment service records, test results, operations manuals, handover documents and manufacturers’ documentation, work instructions, checklists, waste environmental records, permits to work and any legal reporting requirements. (K43)

Information technology and digital systems used to support building service engineering operations. General data protection regulation (GDPR). Cyber security. (K44)

Apply team working principles. (S26)

Follow equity, diversity and inclusion procedures. (S27)

Communicate verbally and in written form, including internal and external customers and colleagues, using sector specific terminology. (S28)

Use information technology and digital systems. Comply with GDPR and cyber security regulations and policies. (S29)

Record or enter information – paper based or electronic. (S30)

Collaborate with others including customers, colleagues, internal and external stakeholders, other trades. (S31)

Work within limits of authority and escalate issues. (S33)

Promote an inclusive workplace for example, respectful of different views. (B4)

Collaborate and promote teamwork within the team and across disciplines. (B5)

Quality assurance and handover
K28 K37
S25 S36

Commissioning practices and techniques applicable to building service engineering. (K28)

Handover procedures for commissioned systems. (K37)

Complete system handover activities.  (S25)

Apply commissioning practices and techniques. (S36)

None

Continuous professional development (CPD)


B6

None

None

Committed to maintaining and enhancing competence of self through continued professional development (CPD). (B6)

Employers involved in creating the standard: BESA, Choice Training Ltd, FP Hurley, HE Simm, Laing O'Rourke, Leeds College of Building, NG Bailey, Salford City College, The City of Liverpool College

Version log

Version Change detail Earliest start date Latest start date Latest end date
1.2 Occupational standard, end-point assessment and funding band revised 01/08/2024 Not set Not set
1.1 End-point assessment plan revised 06/02/2023 31/07/2024 Not set
1.0 Approved for delivery 06/06/2017 05/02/2023 Not set

Crown copyright © 2024. You may re-use this information (not including logos) free of charge in any format or medium, under the terms of the Open Government Licence. Visit www.nationalarchives.gov.uk/doc/open-government-licence

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