Designing, installing and servicing engineering systems used to heat large buildings like factories and hospitals.
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.
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.
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:
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:
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.
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.
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.
| Duty | KSBs |
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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 |
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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 |
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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 |
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Duty 4 Apply pipework fabrication and jointing techniques for example prefabricated, modularised components or distribution systems |
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Duty 5 Identify improvements in the installation against the design. |
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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 |
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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 |
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Duty 8 Ensure that work area is restored to a safe condition, to prescribed standards of cleanliness on completion of installation work |
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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
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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 |
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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 |
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
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
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
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.
V1.2
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:
Assessment method 2 - practical with questions:
Assessment method 3 - interview underpinned by portfolio of evidence:
The result from each assessment method is combined to decide the overall apprenticeship grade. The following grades are available for the apprenticeship:
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On-programme - typically 36 months
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The apprentice must:
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End-point assessment gateway
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The apprentice’s employer must be content that the apprentice has attained sufficient KSBs to complete the apprenticeship. The apprentice must:
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. |
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End-point assessment - typically 3 months
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The grades available for each assessment method are below
Multiple-choice test:
Practical with questions:
Interview underpinned by portfolio of evidence:
Overall EPA and apprenticeship can be graded:
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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.
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:
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:
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.
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.
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.
This assessment method is being used because:
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.
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.
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.
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:
The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.
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.
This assessment method is being used because:
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:
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:
The apprentice will be observed carrying out fabricating, installation, testing, and decommissioning activities including:
Fabrication and Installation
Testing
Decommissioning and disassembling
Throughout all tasks, the apprentice will be observed on:
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:
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 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.
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:
The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.
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.
This assessment method is being used because:
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 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 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.
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:
The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.
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Theme
KSBs
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Pass
Apprentices must demonstrate all of the pass descriptors
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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) |
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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)
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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) |
|
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. |
| Grade | Minimum marks required | Maximum marks required |
|---|---|---|
| Fail | 0 | 27 |
| Pass | 28 | 24 |
| Distinction | 35 | 40 |
Performance in the EPA determines the overall grade of:
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 |
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 | Responsibilities |
|---|---|
|
Apprentice |
As a minimum, the apprentice should:
|
|
Employer |
As a minimum, the apprentice's employer must:
|
|
EPAO |
As a minimum, the EPAO must:
|
|
Independent assessor |
As a minimum, an independent assessor must:
|
|
Training provider |
As a minimum, the training provider must:
|
|
Marker |
As a minimum, the marker must:
|
|
Invigilator |
As a minimum, the invigilator must:
|
The EPAO must have reasonable adjustments arrangements for the EPA.
This should include:
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:
Special considerations must maintain the validity, reliability and integrity of the EPA as outlined in this EPA plan.
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:
Affordability of the EPA will be aided by using at least some of the following:
This apprenticeship is not aligned to professional recognition.
| 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 |
| 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 |
| 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) |
| 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 |
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