Key information

  1. Status: Approved for delivery
  2. Reference: ST0065
  3. Version: 1.1
  4. Level: 2
  5. Typical duration to gateway: 24 months
  6. Typical EPA period: 3 months
  7. Maximum funding: £12000
  8. Route: Construction and the built environment
  9. Date updated: 01/08/2024
  10. Approved for delivery: 24 March 2016
  11. Lars code: 164
  12. EQA provider: Ofqual
  13. Example progression routes:
  14. Review: this apprenticeship will be reviewed in accordance with our change request policy.
Print apprenticeship summary

Apprenticeship summary

Overview of the role

Installing large-scale environmental system components for heating and cooling industrial and commercial buildings.

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. 

Installers follow instructions to plan and install pipework, bracketry and components of systems such as 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. 

Installers will have a fundamental understanding of the systems and their components. 

The broad purpose of the occupation is to complete assigned work tasks to install pipework and fit components. The installer will assist in pre-commissioning testing, and be responsible for testing installed pipework and components, and the de-commissioning and dismantling of the system pipework and components. 

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

An employee in this occupation will be responsible for, under close but not constant supervision, health, and safety appropriate to their work. They will take charge of the quality of their job and will take into account 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 installer is not responsible for connection to the energy source. 

Typical job titles include:

Building services installer Building services technician Installation engineer

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 industrial and commercial systems pipework, components and fittings, in ways which uses resources to complete allocated work tasks
  • Duty 3 Prepare work areas to undertake allocated pipework, components and fittings installation work tasks
  • Duty 4 Apply pipework fabrication, installation and jointing techniques
  • Duty 5 Undertake allocated work tasks in the testing of pipework installed
  • Duty 6 Communicate and liaise with own project team, and those in other teams, such as clients or specialist contractors.
  • Duty 7 Restore work area to a safe and reliable condition, to prescribed standards of cleanliness on completion of installation work.
  • Duty 8 Complete relevant work documentation in accordance with organisation policy and procedures
  • Duty 9 Develop and maintain skills in using a range of practical and workshop techniques

Apprenticeship summary

ST0065, building services engineering installer level 2

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 24 months. The EPA period is typically 3 months.

The overall grades available for this apprenticeship are:

  • fail
  • pass
  • distinction

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

EPA gateway

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

The gateway requirements for your EPA are:

  • achieved English and mathematics qualifications in line with the apprenticeship funding rules
  • for the interview underpinned by a portfolio of evidence, the project's title and scope must be agreed with the EPAO and a project summary submitted
  • for the interview underpinned by a 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.



Interview underpinned by a portfolio of evidence

You will have an interview with an independent assessor. It will last at least 60 minutes. They will ask you at least 6 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.


Practical test with questions

You will be observed by an independent assessor completing a task or a series of tasks. It will last 6 hours. They will ask you at least 5 questions.

The EPAO will confirm where and when each assessment method will take place.

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. 

Installers follow instructions to plan and install pipework, bracketry and components of systems such as 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. 

Installers will have a fundamental understanding of the systems and their components. 

The broad purpose of the occupation is to complete assigned work tasks to install pipework and fit components. The installer will assist in pre-commissioning testing, and be responsible for testing installed pipework and components, and the de-commissioning and dismantling of the system pipework and components. 

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

An employee in this occupation will be responsible for, under close but not constant supervision, health, and safety appropriate to their work. They will take charge of the quality of their job and will take into account 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 installer is not responsible for connection to the energy source. 

Typical job titles include:

Building services installer Building services technician Installation engineer

Occupation duties

Duty KSBs

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

K1 K2 K3 K4 K5 K6 K9 K12 K13 K14 K16 K18 K25 K30 K31

S1 S2 S3 S4 S5 S6 S7 S8 S9 S10 S11 S22 S29

B1 B2 B4 B6

Duty 2 Plan, and organise to undertake the installation of industrial and commercial systems pipework, components and fittings, in ways which uses resources to complete allocated work tasks

K6 K7 K8 K11 K12 K15 K19 K20 K29 K30 K31 K33 K36 K38

S9 S13 S14 S16 S21 S23 S24 S27

Duty 3 Prepare work areas to undertake allocated pipework, components and fittings installation work tasks

K3 K7 K8 K10 K13 K15 K16 K17 K18 K19 K20 K29 K30 K31

S4 S9 S10 S14 S15 S18 S23 S25

B2 B5

Duty 4 Apply pipework fabrication, installation and jointing techniques

K3 K10 K15 K17 K18 K21 K22 K23 K24 K25 K26 K27 K28

S1 S4 S5 S7 S15 S16 S17 S18 S19 S20 S22 S25

B2

Duty 5 Undertake allocated work tasks in the testing of pipework installed

K3 K7 K8 K13 K14 K17 K18 K21 K22 K23 K24 K26 K27 K28 K29

S4 S7 S12 S16 S17 S19 S20 S22 S27 S30 S31

B2 B5

Duty 6 Communicate and liaise with own project team, and those in other teams, such as clients or specialist contractors.

K1 K2 K7 K8 K19 K20 K24 K30 K31 K32 K33 K34 K35 K36 K37 K38

S14 S23 S24 S27 S28 S29 S30 S31

Duty 7 Restore work area to a safe and reliable condition, to prescribed standards of cleanliness on completion of installation work.

K16 K24 K25

S10 S11 S21 S22 S23

Duty 8 Complete relevant work documentation in accordance with organisation policy and procedures

K2 K19 K20 K21 K24 K30 K31 K33 K34 K35

S14 S16 S23 S24 S26 S27

Duty 9 Develop and maintain skills in using a range of practical and workshop techniques

K3 K15 K17 K19 K21 K22 K23 K25 K26 K27 K28 K29 K37 K38

S1 S4 S5 S7 S9 S12 S15 S16 S17 S18 S20 S22 S25 S31

B2 B3 B4 B5 B6

KSBs

Knowledge

K1: Hierarchy of a construction team and the roles within the building services industry. Back to Duty

K2: Health and safety regulations, relevance to the occupation and the installers responsibilities. Health and Safety at Work Act 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 and fire extinguishers. Back to Duty

K3: Hazards and risks that occur in the workplace. Back to Duty

K4: Purpose of standard operating procedures (SOP), company, site induction and toolbox talks. Back to Duty

K5: Safe systems of work, risk assessments, method statements and control measures. Back to Duty

K6: Building service engineering installation: regulations and legislation, purpose, and compliance. Back to Duty

K7: Principles of building services engineering: measurements, force and pressure, heat, and power. Back to Duty

K8: Properties and principles of materials used in building service engineering installations including limitations. Back to Duty

K9: Building fire safety legislation: purpose, application, and impact. Back to Duty

K10: Environmental and sustainability regulations and guidance. Recycling reuse and safe disposal of waste. Back to Duty

K11: 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 and hydro aiming for net zero energy in use. System efficiencies. Back to Duty

K12: Operating principles of 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 and hydro aiming for net zero energy in use. Back to Duty

K13: Manual handling techniques including material handling equipment (MHE). Back to Duty

K14: Health and safety control equipment: personal protective equipment (PPE). Back to Duty

K15: Hand tools, power tools and equipment: use and storage techniques. Back to Duty

K16: Work area preparation and setting out techniques. Back to Duty

K17: Materials, system components and bracketry used in pipework system installations. Back to Duty

K18: Work planning and pre work checking, requirements, and techniques. Back to Duty

K19: Pre commissioning practices and techniques applicable to building service engineering installations. Back to Duty

K20: Commissioning practices and techniques applicable to building service engineering installations. Back to Duty

K21: Principles and techniques for pipework fabrication including bending and jointing. Back to Duty

K22: Principles and techniques for pipework installation and testing. Back to Duty

K23: Decommissioning practices and techniques applicable to building service engineering installations. Back to Duty

K24: Handover procedures for commissioned systems. Back to Duty

K25: Quality management standards. Quality assurance principles and practice. Back to Duty

K26: Heating system installation techniques: low temperature and medium temperature systems. Back to Duty

K27: Water system installation techniques: hot - open vented, unvented, indirect, secondary circulation, instantaneous. Cold - indirect and direct. Air conditioning, heat rejection, chilled beams, fan coil units and air handling units. Back to Duty

K28: Fire protection system installation techniques: wet and dry risers. Hose reel assemblies. Back to Duty

K29: Electrical safety procedures in building services systems. Back to Duty

K30: Verbal communication techniques. Giving and receiving information. Adapting style to audience. Barriers in communication and how to overcome them. Sector specific terminology. Back to Duty

K31: Written communication techniques: paper based and digital. Plain English principles. Sector specific terminology. Back to Duty

K32: Collaborative working techniques: customers, colleagues, internal and external stakeholders and other trades Back to Duty

K33: Methods of interpreting relevant information from drawings, specifications and system schematics. Back to Duty

K34: Information technology and digital systems used to support building service engineering operations. General data protection regulation (GDPR). Cyber security. Back to Duty

K35: Documentation: methods and requirements – electronic and paper, for example, text, data, job card, work instructions, risk assessments, method statements, operation manuals, permits to work. Back to Duty

K36: Principles of equity, diversity, and inclusion in the workplace. Back to Duty

K37: Limits of authority and escalation procedures. Back to Duty

K38: Team working and wellbeing principles. Back to Duty

Skills

S1: Comply with building services engineering industry regulations, standards, and guidance.  Back to Duty

S2: Comply with health and safety regulations, standards, and practices. Back to Duty

S3: Identify and report hazards and risks in the workplace. Take action to mitigate hazards and risks. Back to Duty

S4: Comply with safe systems of work and apply control measures. Back to Duty

S5: Follow standard operating procedures (SOPs). Back to Duty

S6: Follow environmental and sustainability regulations, standards, and guidance. Segregate resources for reuse, recycling, and disposal.  Back to Duty

S7: Move, lift, and handle materials. Back to Duty

S8: Select and use personal protective equipment (PPE). Back to Duty

S9: Use and store hand tools, power tools and equipment. Back to Duty

S10: Prepare work area and complete set out requirements. Back to Duty

S11: Maintain a safe working area. Back to Duty

S12: Select materials, components, and fittings required to complete the work tasks. Back to Duty

S13: Plan order of works and carry out pre-work checks. Back to Duty

S14: Carry out pre commissioning activities for building service engineering installations. Back to Duty

S15: Fabricate system pipework including pipe bending. Back to Duty

S16: Test fabricated pipework system. Back to Duty

S17: Install pipework system, including pipework, bracketry and components of pipework systems, not including the energy source. Back to Duty

S18: Use pipework jointing techniques. Back to Duty

S19: Test installed pipework. Back to Duty

S20: Apply decommissioning practices, for example draining pipework system. Back to Duty

S21: Complete system handover activities. Back to Duty

S22: Complete a final quality inspection. Back to Duty

S23: Communicate with others verbally including internal and external customers, colleagues using sector specific terminology. Back to Duty

S24: Communicate with others in a written context including internal and external customers, colleagues using sector specific terminology. Back to Duty

S25: Interpret drawings from drawings, specifications, and system schematics. Back to Duty

S26: Record or enter information - paper based or electronic. For example, energy usage, job sheets, risk assessments, equipment service records, test results, handover documents and manufacturers' documentation, work sheets, checklists, waste environmental records and any legal reporting requirements. Back to Duty

S27: Use information technology and digital systems. Comply with GDPR and cyber security regulations and polices. Back to Duty

S28: Follow equity, diversity, and inclusion policies. Back to Duty

S29: Work within limits of authority and escalate issues. Back to Duty

S30: Collaborate with others including customers, colleagues, internal and external stakeholders and other trades. Back to Duty

S31: Apply team working and wellbeing principles. Back to Duty

Behaviours

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

B2: Considers the environment and sustainability. Back to Duty

B3: Contributes to equity, diversity, and inclusivity in the workplace. Back to Duty

B4: Team-focus to meet work goals. Back to Duty

B5: Respond and adapt to work demands and situations. Back to Duty

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

Qualifications

English and Maths

English and maths qualifications form a mandatory part of all apprenticeships and must be completed before an apprentice can pass through gateway. The requirements are detailed in the current version of the apprenticeship funding rules.

Print EPA plan

End-point assessment plan

1.1

Introduction and overview

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

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

A full-time building services engineering installer apprentice typically spends 24 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 - interview underpinned by a portfolio of evidence:

  • fail
  • pass
  • distinction

Assessment method 3 - practical task with questions:

  • fail
  • pass

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

  • fail
  • pass
  • distinction

EPA summary table

On-programme - typically 24 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 a portfolio of evidence, the apprentice must submit a portfolio of evidence.

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

End-point assessment - typically 3 months

The grades available for each assessment method are below

Multiple-choice test:

  • fail

  • pass

  • distinction

Interview underpinned by a portfolio of evidence:

  • fail

  • pass

  • distinction

Practical task with questions:

  • fail

  • pass

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

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

They must:

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

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

Portfolio of evidence requirements:

The apprentice must compile a portfolio of evidence during the on-programme period of the apprenticeship. It should only contain evidence related to the KSBs that will be assessed by 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.

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

Order of assessment methods

The assessment methods can be delivered in any order.

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

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

Question and resource development

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

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

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

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

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

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

Interview underpinned by a portfolio of evidence

Overview

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

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

Rationale

This assessment method is being used because:

  • it assesses KSBs holistically and objectively
  • it allows for 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.

The purpose is to assess the apprentice's competence against the following themes:

  • Health and safety, regulations, and legislation
  • sustainability and the environment
  • materials and installation
  • quality assurance and handover
  • collaboration and teamwork
  • customer service
  • digital and communication
  • equity, diversity, and inclusion (EDI)
  • continuing 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 60 minutes. The independent assessor can increase the time of the interview by up to 10%. This time is to allow the apprentice to respond to a question if necessary.

The apprentice may choose to end any assessment method early. The apprentice must be confident they have demonstrated competence against the assessment requirements for the assessment method. The independent assessor or EPAO must ensure the apprentice is fully aware of all assessment requirements. The independent assessor or EPAO cannot suggest or choose to end any assessment methods early (unless in an emergency). The EPAO is responsible for ensuring the apprentice understands the implications of ending an assessment early if they choose to do so. The independent assessor may suggest the assessment continues. The independent assessor must document the apprentice’s request to end any assessment early.

The independent assessor must ask at least 6 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 a portfolio of evidence:

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

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

Practical task with questions

Overview

In a practical task 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 task 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 task with questions.

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

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

The practical task with questions must take 6 hours.

The independent assessor can increase the time of the practical task 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 apprentice may choose to end any assessment method early. The apprentice must be confident they have demonstrated competence against the assessment requirements for the assessment method. The independent assessor or EPAO must ensure the apprentice is fully aware of all assessment requirements. The independent assessor or EPAO cannot suggest or choose to end any assessment methods early (unless in an emergency). The EPAO is responsible for ensuring the apprentice understands the implications of ending an assessment early if they choose to do so. The independent assessor may suggest the assessment continues. The independent assessor must document the apprentice’s request to end any assessment early.

The practical task with questions cannot be split, other than for comfort breaks or to allow apprentices to move from one location to another. Where breaks occur, they will not count towards the total EPA time.

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

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

  • compliance with health and safety
  • planning and setting out for tasks
  • preparation and fabrication of pipework, components and fittings
  • installation and testing of pipework, components and fittings
  • de-commissioning of pipework systems

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

Task 1 - planning, preparation and set out task

This task requires the apprentice to interpret and follow a written brief detailing the planning and setting out of materials, components and bracketry from which a pipework system will be fabricated in preparation for installation.

The work area must contain, as a minimum:

  • prepared bay with a floor area of 2 x 2 metres as a minimum, with at least one wall with a height of 2 metres. Walls must be capable of having fixtures and fittings attached. Individual access to a workbench must be provided.

The apprentice will be observed carrying out preparation activities including:

  • complying with health and safety regulations
  • carrying out risk assessments
  • selecting tools, and equipment for the practical tasks
  • selecting and handling materials, bracketry and components required for the practical task
  • carrying out procedures for setting out materials, bracketry and components in preparation for the practical task.

Task 2 - fabrication task

This task requires the apprentice to combine components, bracketry and materials to fabricate the pipework system to be installed.

The work area must contain, as a minimum:

  • prepared bay with a floor of 2 x 2 metres as a minimum, with at least one wall with a height of 2 metres. Walls must be capable of having fixtures and fittings attached. Individual access to a workbench must be provided.
  • the set-out tools, materials bracketry and components selected from task 1.

The apprentice will be observed carrying out fabrication activities including:

  • complying with health and safety regulations
  • fabricating a pipework system with dimensions of 1200 x 800 mm containing at least eight bends and four joints and incorporating a minimum of two different pipework materials.
  • using jointing techniques, demonstrating as a minimum soft soldering, compression, pipe crimping and threading.

Task 3 - installation task

This task requires the apprentice to install their fabricated pipework system in a designated work area.

The work area must contain, as a minimum:

  • prepared bay with a floor of 2 x 2 metres as a minimum, with at least one wall with a height of 2 metres. Walls must be capable of having fixtures and fittings attached. Individual access to a workbench must be provided.
  • pipework system created in task 2

The apprentice will be observed carrying out installation activities including:

  • complying with health and safety regulations
  • using tools and equipment to install the pipework frame, bracketry and components in the work area
  • connect the pipework system, bracketry and components to the fixed component to allow for pipework system testing to be carried out.

Task 4 - testing task

This task requires the apprentice to test the fabricated and installed pipework, components and fittings.

The work area must contain, as a minimum:

  • prepared bay with a floor of 2 x 2 metres as a minimum, with at least one wall with a height of 2 metres. Walls must be capable of having fixtures and fittings attached. Individual access to a workbench must be provided.
  • pipework system, bracketry and components installed in task 3.

The apprentice will be observed carrying out testing activities including:

  • complying with health and safety regulations
  • using tools and testing equipment to test the installation pipework, components and fittings
  • carrying out a visual inspection of the work
  • carrying out a ready to receive tightness test
  • carrying out a tightness test of the pipework system using a hydraulic and pneumatic method of testing, including a 5 minute test at 1.5x the working pressure of the installed pipework system.

Task 5 - decommissioning and disassembling task

This task requires the apprentice to carry out decommissioning practices to remove the installation from the work area and disassemble the installed pipework, bracketry and components.

The work area must contain, as a minimum:

  • prepared bay with a floor of 2 x 2 metres as a minimum, with at least one wall with a height of 2 metres. Walls must be capable of having fixtures and fittings attached. Individual access to a workbench must be provided.
  • pipework frame, bracketry and components tested in task 4

The apprentice will be observed carrying out decommissioning and disassembling activities including:

  • complying with health and safety regulations
  • selecting and using tools, 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.

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

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 task 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 task 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 task 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.

Grading

Interview underpinned by a portfolio of evidence

Theme
KSBs
Pass
Health and safety
Distinction
Apprentices must demonstrate all of the pass descriptors and all of the distinction descriptors
Health and safety, regulations, and legislation
K3 K4 K6 K13 S1 S3 S5 S7

Describes how they identify and report hazards and risks in the workplace and take actions in their work to mitigate these. Explains the importance of following standard operating procedures, company and site inductions and attending toolbox talks. (K3, K4, S3, S5) 

Explains how they comply with building services engineering installation regulations and legislation, standards and guidance in their role. (K6, S1)

Describes how they use manual handling techniques including manual handling equipment to move, lift and handle materials used in their role. (K13, S7) 

Explains the importance to themselves and the business of identifying and reporting hazards and risks in the workplace. (K3, S3)

Sustainability and the environment
K10 S6 B2

Describes how they follow procedures in compliance with environmental and sustainability regulations standards, organisational procedures, and guidelines and consider the environment through the use and recycling of resources and the disposal of waste. (K10, S6, B2) 

Explains the impact to themselves and the business of non-compliance with environmental and sustainability regulations standards, organisational procedures, and guidelines. (K10, S6)

Materials and installation
K19 S14

Describes how they carry out pre-commissioning activities in line with organisational procedures and industry guidance and regulations. (K19, S14) 

 

 

Explains the importance to themselves and the business of following organisational procedures and manufacturer's instructions for pre-commissioning. (K19, S14) 

Quality assurance and handover
K20 K24 K25 S21 S22

Describes how they apply commissioning techniques and practices and complete final quality inspections and handover activities of systems, in line with industry regulations and organisational procedures. (K20, K24, K25, S21, S22)

None.

Collaboration and teamwork
K1 K32 K37 K38 S29 S30 S31 B4 B5

Describes the hierarchy of a construction team and roles within the building industry. Explains how their role fits into this structure and how they work within their limits of authority and how they escalate issues beyond their limits. (K1, K37, S29)

Describes how they respond and adapt to work demands and situations and collaborate with others including customers, colleagues, internal and external stakeholders and other trades to support task completion. (K32, S30, B5)

Describes how they apply team working and wellbeing principles to meet teamwork goals. (K38, S31, B4)

Explains how their team focus supports wider teams to meet their goals (K38, S31)

Customer service
K30 K31 S23 S24

Describes how they use verbal communication techniques suitable for the context, adapting style to overcome barriers to communication and how they use terminology to suit the audience. (K30, S23)

Describes how they communicate information to others using written techniques, paper based or electronic, to complete documentation that is suitable for the context and supports task completion. (K31, S24)

None.

Digital and communication
K34 K35 S26 S27

Describes how they comply with GDPR and organisational cyber security policies when using information technology and digital systems in their role. (K34, S27)

Describes how they record or enter information for work tasks in line with procedures in full - paper-based or electronic. (K35, S26)

Explains the importance to themselves and the business of recording information and completing documentation correctly. (K35, S26)

Equity, diversity, and inclusion (EDI)
K36 S28 B3

Describes how they follow and contribute to the equity, diversity, and inclusion policies in their role in the workplace. (K36, S28, B3)

None.

Continuing professional development (CPD)
B6

Describes learning and development they have completed and recorded to support competence in their role. (B6)

None.

Practical task with questions

Theme
KSBs
Pass
Apprentices must demonstrate all of the pass descriptors
Working safely
K5 K14 S2 S4 S8 B1

Prioritises health, safety and wellbeing and complies with risk assessments, method statements and safe systems of work, following procedures in line with health and safety regulations, regulatory standards, and quality guidance. (K5, S2, S4, B1)

Selects and uses health and safety control equipment and personal protective equipment in line with task requirements and Health and safety regulations. (K14, S8)

 

 

 

Preparation, planning and setting out
K16 K17 K18 K33 S10 S12 S13 S25

Plans the order of work and completes pre-work checks, prepares the work area, and set out requirements in line with the practical task requirements. Selects materials, components, and bracketry required to complete the practical task.  (K16, K17, K18, S10, S12, S13)

Interprets information from drawings, specifications and system schematics as required for the practical task. (K33, S25)

 

Fabrication, installation, and testing of systems pipework, components and fittings
K15 K21 K22 S9 S11 S15 S16 S17 S18 S19

Fabricates system pipework including the creation of bends and joints in Iine with regulations and task requirements. (K21, S15, S18) 

Installs the fabricated pipework system, bracketry and components in line with regulations and task requirements. Carries out a test of the installed pipework system in line with working pressure testing requirements, and produces a result which shows no leaks in the system for the duration of the test. (K22, S16, S17, S19)

Uses and stores hand tools, power tools and equipment in line with manufacturer’s guidance and maintains a safe working area throughout the practical task. (K15, S9, S11)

 

 

Decommissioning
K23 S20

Applies practices and techniques to decommission the pipework system and disassemble the system pipework, components and fittings, in line with industry standards, regulations, and task requirements. (K23, S20)

 

 

Multiple-choice test

Grade Minimum marks required Maximum marks required
Fail 0 26
Pass 27 33
Distinction 34 40

Overall EPA grading

Performance in the EPA determines the overall grade of:

  • fail

  • pass

  • distinction

An independent assessor must individually grade the interview underpinned by a portfolio of evidence and practical task with questions 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 within 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 Interview underpinned by a portfolio of evidence Practical task with questions Overall Grading
Any grade Any grade Fail Fail
Any grade Fail Any grade Fail
Fail Any grade Any grade Fail
Pass Pass Pass Pass
Pass Distinction Pass Pass
Distinction Pass Pass Pass
Distinction Distinction Pass Distinction

Re-sits and re-takes

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

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

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 2 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
  • conducting assessment methods on the same day

Professional recognition

This apprenticeship is not aligned to professional recognition.

KSB mapping table

Knowledge Assessment methods
K1

Hierarchy of a construction team and the roles within the building services industry.

Back to Grading
Interview underpinned by a portfolio of evidence
K2

Health and safety regulations, relevance to the occupation and the installers responsibilities. Health and Safety at Work Act 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 and fire extinguishers.

Back to Grading
Multiple-choice test
K3

Hazards and risks that occur in the workplace.

Back to Grading
Interview underpinned by a portfolio of evidence
K4

Purpose of standard operating procedures (SOP), company, site induction and toolbox talks.

Back to Grading
Interview underpinned by a portfolio of evidence
K5

Safe systems of work, risk assessments, method statements and control measures.

Back to Grading
Practical task with questions
K6

Building service engineering installation: regulations and legislation, purpose, and compliance.

Back to Grading
Interview underpinned by a portfolio of evidence
K7

Principles of building services engineering: measurements, force and pressure, heat, and power.

Back to Grading
Multiple-choice test
K8

Properties and principles of materials used in building service engineering installations including limitations.

Back to Grading
Multiple-choice test
K9

Building fire safety legislation: purpose, application, and impact.

Back to Grading
Multiple-choice test
K10

Environmental and sustainability regulations and guidance. Recycling reuse and safe disposal of waste.

Back to Grading
Interview underpinned by a portfolio of evidence
K11

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 and hydro aiming for net zero energy in use. System efficiencies.

Back to Grading
Multiple-choice test
K12

Operating principles of 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 and hydro aiming for net zero energy in use.

Back to Grading
Multiple-choice test
K13

Manual handling techniques including material handling equipment (MHE).

Back to Grading
Interview underpinned by a portfolio of evidence
K14

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

Back to Grading
Practical task with questions
K15

Hand tools, power tools and equipment: use and storage techniques.

Back to Grading
Practical task with questions
K16

Work area preparation and setting out techniques.

Back to Grading
Practical task with questions
K17

Materials, system components and bracketry used in pipework system installations.

Back to Grading
Practical task with questions
K18

Work planning and pre work checking, requirements, and techniques.

Back to Grading
Practical task with questions
K19

Pre commissioning practices and techniques applicable to building service engineering installations.

Back to Grading
Interview underpinned by a portfolio of evidence
K20

Commissioning practices and techniques applicable to building service engineering installations.

Back to Grading
Interview underpinned by a portfolio of evidence
K21

Principles and techniques for pipework fabrication including bending and jointing.

Back to Grading
Practical task with questions
K22

Principles and techniques for pipework installation and testing.

Back to Grading
Practical task with questions
K23

Decommissioning practices and techniques applicable to building service engineering installations.

Back to Grading
Practical task with questions
K24

Handover procedures for commissioned systems.

Back to Grading
Interview underpinned by a portfolio of evidence
K25

Quality management standards. Quality assurance principles and practice.

Back to Grading
Interview underpinned by a portfolio of evidence
K26

Heating system installation techniques: low temperature and medium temperature systems.

Back to Grading
Multiple-choice test
K27

Water system installation techniques: hot - open vented, unvented, indirect, secondary circulation, instantaneous. Cold - indirect and direct. Air conditioning, heat rejection, chilled beams, fan coil units and air handling units.

Back to Grading
Multiple-choice test
K28

Fire protection system installation techniques: wet and dry risers. Hose reel assemblies.

Back to Grading
Multiple-choice test
K29

Electrical safety procedures in building services systems.

Back to Grading
Multiple-choice test
K30

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

Back to Grading
Interview underpinned by a portfolio of evidence
K31

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

Back to Grading
Interview underpinned by a portfolio of evidence
K32

Collaborative working techniques: customers, colleagues, internal and external stakeholders and other trades

Back to Grading
Interview underpinned by a portfolio of evidence
K33

Methods of interpreting relevant information from drawings, specifications and system schematics.

Back to Grading
Practical task with questions
K34

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 a portfolio of evidence
K35

Documentation: methods and requirements – electronic and paper, for example, text, data, job card, work instructions, risk assessments, method statements, operation manuals, permits to work.

Back to Grading
Interview underpinned by a portfolio of evidence
K36

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

Back to Grading
Interview underpinned by a portfolio of evidence
K37

Limits of authority and escalation procedures.

Back to Grading
Interview underpinned by a portfolio of evidence
K38

Team working and wellbeing principles.

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

Comply with building services engineering industry regulations, standards, and guidance. 

Back to Grading
Interview underpinned by a portfolio of evidence
S2

Comply with health and safety regulations, standards, and practices.

Back to Grading
Practical task with questions
S3

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

Back to Grading
Interview underpinned by a portfolio of evidence
S4

Comply with safe systems of work and apply control measures.

Back to Grading
Practical task with questions
S5

Follow standard operating procedures (SOPs).

Back to Grading
Interview underpinned by a portfolio of evidence
S6

Follow environmental and sustainability regulations, standards, and guidance. Segregate resources for reuse, recycling, and disposal. 

Back to Grading
Interview underpinned by a portfolio of evidence
S7

Move, lift, and handle materials.

Back to Grading
Interview underpinned by a portfolio of evidence
S8

Select and use personal protective equipment (PPE).

Back to Grading
Practical task with questions
S9

Use and store hand tools, power tools and equipment.

Back to Grading
Practical task with questions
S10

Prepare work area and complete set out requirements.

Back to Grading
Practical task with questions
S11

Maintain a safe working area.

Back to Grading
Practical task with questions
S12

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

Back to Grading
Practical task with questions
S13

Plan order of works and carry out pre-work checks.

Back to Grading
Practical task with questions
S14

Carry out pre commissioning activities for building service engineering installations.

Back to Grading
Interview underpinned by a portfolio of evidence
S15

Fabricate system pipework including pipe bending.

Back to Grading
Practical task with questions
S16

Test fabricated pipework system.

Back to Grading
Practical task with questions
S17

Install pipework system, including pipework, bracketry and components of pipework systems, not including the energy source.

Back to Grading
Practical task with questions
S18

Use pipework jointing techniques.

Back to Grading
Practical task with questions
S19

Test installed pipework.

Back to Grading
Practical task with questions
S20

Apply decommissioning practices, for example draining pipework system.

Back to Grading
Practical task with questions
S21

Complete system handover activities.

Back to Grading
Interview underpinned by a portfolio of evidence
S22

Complete a final quality inspection.

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Interview underpinned by a portfolio of evidence
S23

Communicate with others verbally including internal and external customers, colleagues using sector specific terminology.

Back to Grading
Interview underpinned by a portfolio of evidence
S24

Communicate with others in a written context including internal and external customers, colleagues using sector specific terminology.

Back to Grading
Interview underpinned by a portfolio of evidence
S25

Interpret drawings from drawings, specifications, and system schematics.

Back to Grading
Practical task with questions
S26

Record or enter information - paper based or electronic. For example, energy usage, job sheets, risk assessments, equipment service records, test results, handover documents and manufacturers' documentation, work sheets, checklists, waste environmental records and any legal reporting requirements.

Back to Grading
Interview underpinned by a portfolio of evidence
S27

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

Back to Grading
Interview underpinned by a portfolio of evidence
S28

Follow equity, diversity, and inclusion policies.

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Interview underpinned by a portfolio of evidence
S29

Work within limits of authority and escalate issues.

Back to Grading
Interview underpinned by a portfolio of evidence
S30

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

Back to Grading
Interview underpinned by a portfolio of evidence
S31

Apply team working and wellbeing principles.

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

Prioritise health, safety, and wellbeing.

Back to Grading
Practical task with questions
B2

Considers the environment and sustainability.

Back to Grading
Interview underpinned by a portfolio of evidence
B3

Contributes to equity, diversity, and inclusivity in the workplace.

Back to Grading
Interview underpinned by a portfolio of evidence
B4

Team-focus to meet work goals.

Back to Grading
Interview underpinned by a portfolio of evidence
B5

Respond and adapt to work demands and situations.

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Interview underpinned by a portfolio of evidence
B6

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

Back to Grading
Interview underpinned by a portfolio of evidence

Mapping of KSBs to grade themes

Interview underpinned by a portfolio of evidence

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Health and safety, regulations, and legislation
K3 K4 K6 K13
S1 S3 S5 S7

Hazards and risks that occur in the workplace. (K3)

Purpose of standard operating procedures (SOP), company, site induction and toolbox talks. (K4)

Building service engineering installation: regulations and legislation, purpose, and compliance. (K6)

Manual handling techniques including material handling equipment (MHE). (K13)

Comply with building services engineering industry regulations, standards, and guidance.  (S1)

Identify and report hazards and risks in the workplace. Take action to mitigate hazards and risks. (S3)

Follow standard operating procedures (SOPs). (S5)

Move, lift, and handle materials. (S7)

None

Sustainability and the environment
K10
S6
B2

Environmental and sustainability regulations and guidance. Recycling reuse and safe disposal of waste. (K10)

Follow environmental and sustainability regulations, standards, and guidance. Segregate resources for reuse, recycling, and disposal.  (S6)

Considers the environment and sustainability. (B2)

Materials and installation
K19
S14

Pre commissioning practices and techniques applicable to building service engineering installations. (K19)

Carry out pre commissioning activities for building service engineering installations. (S14)

None

Quality assurance and handover
K20 K24 K25
S21 S22

Commissioning practices and techniques applicable to building service engineering installations. (K20)

Handover procedures for commissioned systems. (K24)

Quality management standards. Quality assurance principles and practice. (K25)

Complete system handover activities. (S21)

Complete a final quality inspection. (S22)

None

Collaboration and teamwork
K1 K32 K37 K38
S29 S30 S31
B4 B5

Hierarchy of a construction team and the roles within the building services industry. (K1)

Collaborative working techniques: customers, colleagues, internal and external stakeholders and other trades (K32)

Limits of authority and escalation procedures. (K37)

Team working and wellbeing principles. (K38)

Work within limits of authority and escalate issues. (S29)

Collaborate with others including customers, colleagues, internal and external stakeholders and other trades. (S30)

Apply team working and wellbeing principles. (S31)

Team-focus to meet work goals. (B4)

Respond and adapt to work demands and situations. (B5)

Customer service
K30 K31
S23 S24

Verbal communication techniques. Giving and receiving information. Adapting style to audience. Barriers in communication and how to overcome them. Sector specific terminology. (K30)

Written communication techniques: paper based and digital. Plain English principles. Sector specific terminology. (K31)

Communicate with others verbally including internal and external customers, colleagues using sector specific terminology. (S23)

Communicate with others in a written context including internal and external customers, colleagues using sector specific terminology. (S24)

None

Digital and communication
K34 K35
S26 S27

Information technology and digital systems used to support building service engineering operations. General data protection regulation (GDPR). Cyber security. (K34)

Documentation: methods and requirements – electronic and paper, for example, text, data, job card, work instructions, risk assessments, method statements, operation manuals, permits to work. (K35)

Record or enter information - paper based or electronic. For example, energy usage, job sheets, risk assessments, equipment service records, test results, handover documents and manufacturers' documentation, work sheets, checklists, waste environmental records and any legal reporting requirements. (S26)

Use information technology and digital systems. Comply with GDPR and cyber security regulations and polices. (S27)

None

Equity, diversity, and inclusion (EDI)
K36
S28
B3

Principles of equity, diversity, and inclusion in the workplace. (K36)

Follow equity, diversity, and inclusion policies. (S28)

Contributes to equity, diversity, and inclusivity in the workplace. (B3)

Continuing professional development (CPD)


B6

None

None

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

Practical task with questions

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Working safely
K5 K14
S2 S4 S8
B1

Safe systems of work, risk assessments, method statements and control measures. (K5)

Health and safety control equipment: personal protective equipment (PPE). (K14)

Comply with health and safety regulations, standards, and practices. (S2)

Comply with safe systems of work and apply control measures. (S4)

Select and use personal protective equipment (PPE). (S8)

Prioritise health, safety, and wellbeing. (B1)

Preparation, planning and setting out
K16 K17 K18 K33
S10 S12 S13 S25

Work area preparation and setting out techniques. (K16)

Materials, system components and bracketry used in pipework system installations. (K17)

Work planning and pre work checking, requirements, and techniques. (K18)

Methods of interpreting relevant information from drawings, specifications and system schematics. (K33)

Prepare work area and complete set out requirements. (S10)

Select materials, components, and fittings required to complete the work tasks. (S12)

Plan order of works and carry out pre-work checks. (S13)

Interpret drawings from drawings, specifications, and system schematics. (S25)

None

Fabrication, installation, and testing of systems pipework, components and fittings
K15 K21 K22
S9 S11 S15 S16 S17 S18 S19

Hand tools, power tools and equipment: use and storage techniques. (K15)

Principles and techniques for pipework fabrication including bending and jointing. (K21)

Principles and techniques for pipework installation and testing. (K22)

Use and store hand tools, power tools and equipment. (S9)

Maintain a safe working area. (S11)

Fabricate system pipework including pipe bending. (S15)

Test fabricated pipework system. (S16)

Install pipework system, including pipework, bracketry and components of pipework systems, not including the energy source. (S17)

Use pipework jointing techniques. (S18)

Test installed pipework. (S19)

None

Decommissioning
K23
S20

Decommissioning practices and techniques applicable to building service engineering installations. (K23)

Apply decommissioning practices, for example draining pipework system. (S20)

None

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

Version log

Version Change detail Earliest start date Latest start date Latest end date
1.1 Occupational standard, end-point assessment and funding band revised. 01/08/2024 Not set Not set
1.0 Approved for delivery 24/03/2016 31/07/2024 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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