This is not the latest approved version of this apprenticeship. View the latest version
This is the revised version that has been agreed and is available for information only at present. It will replace the V1.0 for new starts from 01 August 2024 with a funding band of £18,000. Further details of this and other apprenticeships in revision are available in the revision's status report.
This apprenticeship is in revision
Proposal approved
Occupational standard approved
End-point assessment plan approved
Funding approved
This occupation is found in industrial and commercial buildings, for example office blocks, factories, schools, and hospitals. Building Services Engineering makes buildings work. It is a specialist branch of engineering within the construction sector. Service and maintenance engineers play a key role in planning and completing a range of maintenance work. They also monitor and manage the operation of plant and equipment through building and energy management systems.
The broad purpose of the occupation is to plan and compete a variety of maintenance activities involving industrial and commercial building services engineering systems. They carry out scheduled preventative maintenance as well as any required remedial or corrective repairs. These engineers use building and energy management systems to monitor and manage the operation of plant and equipment.
In their daily work, an employee in this occupation interacts with clients, suppliers, site managers and other trades on site.
An employee in this occupation will be responsible for health and safety appropriate to their scope of work. They make sure systems keep working according to the specifications they were designed with. Service and maintenance engineers will fault find, fault diagnose, repair, and maintain systems, components, and equipment. They work within occupied and unoccupied buildings and facilities on their own, proficiently and without supervision. They must communicate with team members and site managers. In addition to taking environmental regulations into account, they will assume ownership of the quality of their job.
A building services and maintenance engineers must stay updated on the latest industry standards and regulations to ensure compliance and keep the systems in line with current guidelines. Overall, their expertise and attention to detail contribute to the smooth operation and longevity of the systems they maintain. Maintenance engineers also play a crucial role in the overall efficiency and performance of the systems they oversee.
Service and maintenance engineers are also responsible for conducting regular inspections and preventive maintenance to identify potential issues before they become major problems. Additionally, they may be required to keep detailed records of their work, including any repairs or replacements made, to ensure accurate documentation and compliance with regulations.
| 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 K7 K12 K16 K25 K29 K30 K31 K32 K33 K34 K43 |
|
Duty 2 Plan and organise to undertake service and maintenance activities in ways which use resources to complete work, with consideration for cost, quality, time, safety, security and environmental impact. |
K7 K8 K9 K10 K11 K12 K13 K14 K15 K17 K18 K19 K23 K24 K25 K27 K29 K30 K31 K32 K33 K34 K35 K36 K39 K43 |
|
Duty 3 Prepare work areas to undertake service and maintenance activities. |
K7 K9 K10 K14 K15 K16 K17 K20 K21 K22 K23 K24 K25 K26 K35 K37 K39 K43 |
|
Duty 4 Carry out planned or reactive maintenance activities on systems. |
K9 K10 K12 K14 K19 K20 K21 K22 K25 K26 K27 K35 K36 K37 K39 S4 S7 S8 S10 S15 S17 S18 S19 S20 S21 S22 S23
|
|
Duty 5 Provide the client or contract supervisor with recommendations for repairs, replacements, and potential improvements; and the likely impact, cost and timescales for any work required that is additional to the specification or contract. |
K20 K21 K22 K27 K34 K38 K40 K41 K43 K45 S13 S17 S18 S19 S20 S22 S23 S24 S25 S26 S28 S30 S33
|
|
Duty 6 Finish service and maintenance activities by completing and submitting the necessary reports following contract related processes and procedures. |
K10 K26 K27 K28 K37 K39 K42 K45 S7 S10 S14 S15 S17 S18 S23 S25 S33
|
|
Duty 7 Restore work area to a safe and clean condition on completion of service and maintenance activities. |
|
|
Duty 8 Communicate and liaise with own project team, and those in other teams, such as clients or specialist contractors. |
K2 K7 K8 K9 K17 K20 K21 K22 K26 K28 K34 K38 K40 K41 K42 K43 K44 |
|
Duty 9 Prepare and complete required work documentation. |
|
|
Duty 10 Plan and project manage servicing and maintenance activities. |
K2 K4 K5 K6 K7 K8 K9 K10 K14 K20 K21 K22 K23 K24 K25 K34 K35 K36 K39 K42 K44 |
|
Duty 11 Develop and maintain competency in using a range of practical and workshop activities. |
K9 K10 K11 K13 K14 K16 K17 K19 K25 K34 K35 K36 K37 K42 |
K1: Regulations and legislation that impact the sector and its safe operation.
Back to Duty
K2: Company policy and procedure that impact the sector.
Back to Duty
K3: Individual and organisational consequences for non-compliance to regulations and legislation.
Back to Duty
K4: Principles of risk assessments, for example hierarchy of risk.
Back to Duty
K5: Methods of hazard identification and risk management.
Back to Duty
K6: Control measure application and method statements.
Back to Duty
K7: industry related procedures, processes, standards, specification, and codes of practice.
Back to Duty
K8: Principles of project management.
Back to Duty
K9: Principles of planning work programmes.
Back to Duty
K10: Scientific principles underpinning building services engineering including measurement, force and pressure, heat and power, materials, and electricity.
Back to Duty
K11: Sustainability principles and techniques.
Back to Duty
K12: Environmental and sustainability regulations, legislation, standards, and guidance.
Back to Duty
K13: Waste management techniques including recycling, reuse, and safe disposal of waste.
Back to Duty
K14: Principles and techniques of efficient use of resources, for example, materials, time, and cost.
Back to Duty
K15: Preparation requirements for starting work including setting out.
Back to Duty
K16: Principles of selection, use, securing and storing of hand and power tools, equipment, and components.
Back to Duty
K17: Factors that delay the completion of planned work.
Back to Duty
K18: Reasons for, and techniques in, amending or replanning of work.
Back to Duty
K19: Design, layout, and operating principles of the installation of systems.
Back to Duty
K20: Principles and practices of pre-commissioning building service engineering systems.
Back to Duty
K21: Principles, practices, and standard operating procedures of testing and commissioning building service engineering systems.
Back to Duty
K22: Principles, practices, and standard operating procedures of decommissioning building service engineering systems.
Back to Duty
K23: Materials, equipment, technologies, and processes used to complete planned maintenance activities on building services engineering systems.
Back to Duty
K24: Materials, equipment, technologies, and processes used to complete reactive maintenance activities on building services engineering systems.
Back to Duty
K25: Principles of isolating building services engineering systems.
Back to Duty
K26: Principles and practices of identification, diagnosis and resolution of faults in building service engineering systems.
Back to Duty
K27: Methodology for replacement of components.
Back to Duty
K28: Handover techniques and processes.
Back to Duty
K29: Principles of safe working with gas in systems and components.
Back to Duty
K30: Principles of safe working with electricity in systems and components.
Back to Duty
K31: Principles of safe working with oil in building service engineering systems and components.
Back to Duty
K32: Principles of safe working with hot and cold water in systems and components.
Back to Duty
K33: Principles of safe working with heating, ventilation, and air conditioning (HVAC) systems and components.
Back to Duty
K34: Limits of competence on safe working with gas, electricity, HVAC, water, and oil.
Back to Duty
K35: Principles of mechanical sustainable energy systems for example, carbon reduction, solar, rainwater and heat recovery.
Back to Duty
K36: Principles and procedures for using information technology and digital systems to monitor and manage the operation of plant and equipment.
Back to Duty
K37: Principles and techniques of building management systems set points, time schedules and temperatures.
Back to Duty
K38: Types of documentation that a service and maintenance engineer may encounter and use.
Back to Duty
K39: Methods of interpreting and extracting relevant information such as manufacturer's instructions, drawings, plans, specifications, or previous reports.
Back to Duty
K40: Written communication techniques.
Back to Duty
K41: Spoken communication techniques. Giving and receiving information. Matching style to audience. Barriers in communication and how to overcome them.
Back to Duty
K42: Principles of providing internal feedback to improve the quality of business products and services.
Back to Duty
K43: Principles of equity, diversity, and inclusion in the workplace.
Back to Duty
K44: When to escalate tasks and issues, and to whom.
Back to Duty
K45: Principles and practices of repairing components.
Back to Duty
S1: Apply safe working practices and comply with safe working methods, including highlighting control method application and safe systems of work.
Back to Duty
S2: Comply with current company policies and procedures.
Back to Duty
S3: Undertake dynamic risk assessment to identify and manage a safe working environment.
Back to Duty
S4: Produce a risk assessment.
Back to Duty
S5: Produce a method statement.
Back to Duty
S6: Plan work activities.
Back to Duty
S7: Apply sustainable principles and techniques.
Back to Duty
S8: Comply with environmental and sustainability regulations, standards, and guidance.
Back to Duty
S9: Follow organisational and site procedures for waste management across the site.
Back to Duty
S10: Plan, organise, and carry out tasks in a way that utilises resources, for example cost, quality, safety, security, and environmental impact.
Back to Duty
S11: Plan, organise, prepare, and secure area of work for setting out and work activities.
Back to Duty
S12: Minimise delays to planned work.
Back to Duty
S13: Amend and replan work activities.
Back to Duty
S14: Prepare and maintain work areas to ensure safe access and egress for self and others.
Back to Duty
S15: Select, use, secure and store hand and power tools, equipment, and components.
Back to Duty
S16: Interpret information from sources such as manufacturer's instructions, drawings, plans, specifications, or previous reports.
Back to Duty
S17: Carry out testing and commissioning of a building services engineering system.
Back to Duty
S18: Carry out decommission of a building services engineering system.
Back to Duty
S19: Undertake planned maintenance activities to building services engineering systems.
Back to Duty
S20: Undertake reactive maintenance activities to building services engineering systems.
Back to Duty
S21: Isolate building service engineering systems.
Back to Duty
S22: Identify and diagnose faults and outline solutions for resolution.
Back to Duty
S23: Replace components.
Back to Duty
S24: Communicate options in writing for repairs, replacements or improvements including the impact of cost, and timescales in writing.
Back to Duty
S25: Handover completed maintenance activities.
Back to Duty
S26: Use information technology and digital systems to monitor and manage the operation of plant and equipment.
Back to Duty
S27: Record or enter information - paper based or electronic.
Back to Duty
S28: Provide internal feedback.
Back to Duty
S29: Communicate verbally with internal and external stakeholders using sector specific terminology.
Back to Duty
S30: Follow equity, diversity, and inclusion principles and policy.
Back to Duty
S31: Refer problems outside of own responsibility or authority to the relevant person.
Back to Duty
S32: Identify, carry out and record industry related continuing professional development (CPD) activities.
Back to Duty
S33: Repair components.
Back to Duty
B1: Promotes safe working.
Back to Duty
B2: Supports equity, diversity, and inclusivity workplace culture.
Back to Duty
B3: Takes personal responsibility for sustainable outcomes.
Back to Duty
B4: Takes ownership of work, performance, and training, committing continued professional development (CPD).
Back to Duty
B5: Adapt to new and changing situations with stakeholders.
Back to Duty
B6: Collaborate with customers, other trades and the whole team.
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.
This document explains the requirements for end-point assessment (EPA) for the building services engineering service and maintenance engineer apprenticeship. End-point assessment organisations (EPAOs) must follow this when designing and delivering the EPA.
Building services engineering service and maintenance engineer apprentices, their employers and training providers should read this document.
A full-time building services engineering service and maintenance engineer apprentice typically spends 48 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 - interview underpinned by a portfolio of evidence:
Assessment method 3 - observation with questions:
The result from each assessment method is combined to decide the overall apprenticeship grade. The following grades are available for the apprenticeship:
|
On-programme - typically 48 months
|
The apprentice must:
|
|---|---|
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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:
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:
Interview underpinned by a portfolio of evidence:
Observation with questions:
Overall EPA and apprenticeship can be graded:
|
|
Re-sits and re-takes
|
|
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 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:
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.
Gateway evidence must be submitted to the EPAO, along with any organisation specific policies and procedures requested by the EPAO.
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 50 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 75 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 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 purpose is to assess the apprentice's competence against the following themes:
The EPAO must give an apprentice 2 weeks' notice of the interview.
The independent assessor must have at least 2 weeks to review the supporting documentation.
The apprentice must have access to their portfolio of evidence during the interview.
The apprentice can refer to and illustrate their answers with evidence from their portfolio of evidence however, the portfolio of evidence is not directly assessed.
The interview must last for 60 minutes. The independent assessor can increase the time of the interview by up to 10%. This time is to allow the apprentice to respond to a question if necessary.
The independent assessor must ask at least 8 questions. The independent assessor must use the questions from the EPAO’s question bank or create their own questions in line with the EPAO’s training. Follow-up questions are allowed where clarification is required.
The independent assessor must make the grading decision.
The independent assessor must keep accurate records of the assessment. They must record:
The 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 a portfolio of evidence:
The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.
In the observation with questions, an independent assessor observes the apprentice in their workplace and asks questions. The apprentice completes their day-to-day duties under normal working conditions. Simulation is not allowed. It gives the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method.
This assessment method is being used because:
The observation with questions must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.
An independent assessor must conduct and assess the observation with questions.
The independent assessor must only observe one apprentice at a time to ensure quality and rigour. They must be as unobtrusive as possible.
The EPAO must give the apprentice 2 weeks' notice of the observation with questions.
The observation must take 3 hours.
The independent assessor can increase the time of the observation with questions by up to 10%. This time is to allow the apprentice to complete a task or respond to a question if necessary.
The observation with questions cannot be split, except for comfort breaks or to allow the apprentice to move from one location to another. Such breaks will not count towards the total observed 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 observation with questions before it starts. This does not count towards the assessment time.
The independent assessor should observe the following during the observation:
These activities provide the apprentice with the opportunity to demonstrate the KSBs mapped to this assessment method.
The independent assessor must ask questions. Questioning can occur both during and after the observation.
The purpose of the questions is:
The time for questioning is included in the overall assessment time. The independent assessor must ask at least 3 questions. To remain as unobtrusive as possible, the independent assessor should ask questions during natural stops between tasks and after completion of work rather than disrupting the apprentice’s flow. The independent assessor must use the questions from the EPAO’s question bank or create their own questions in line with the EPAO’s training. Follow-up questions are allowed where clarification is required.
The independent assessor must ask questions about KSBs that were not observed to gather assessment evidence. These questions are in addition to the above set number of questions for the observation with questions and should be kept to a minimum.
The independent assessor must make the grading decision. The independent assessor must assess the observation and responses to questions holistically when deciding the grade.
The independent assessor must keep accurate records of the assessment. They must record:
The observation with questions must take place in the apprentice’s normal place of work for example, their employer’s premises or a customer’s premises. Equipment and resources needed for the observation must be provided by the employer and be in good and safe working condition.
Questioning that occurs after the observation should take place in a suitable environment, for example a quiet room, free from distractions and influence.
The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO must maintain the security and confidentiality of EPA materials when consulting with employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.
The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.
The EPAO must produce the following materials to support the observation with questions:
The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.
Fail - does not meet pass criteria
|
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
|
|---|---|---|
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Health and safety, regulations, and legislation
K2 K3 K4 K6 S2 S4 S5 |
Explains how they comply with company policies and procedures to ensure safe operation in their field of work. (K2, S2) Explains the individual and organisational consequences for non-compliance to regulations and legislation. (K3) Describes how they produce risk assessment in accordance with risk assessment principles to meet the needs of a piece of work. (K4, S4) Describes how they produce method statements in accordance with the application of control measures to meet the needs of a piece of work. (K6, S5) |
None. |
|
Environment and sustainability
K11 K12 S7 S8 B3 |
Explains how they take personal responsibility for sustainable outcomes, acting in accordance with sustainability principles and techniques, to meet the needs of the workplace and demonstrate environmental good practice. (K11, S7, B3) Describes how they follow procedures to comply with environmental and sustainability regulations standards, and guidelines. (K12, S8) |
Supports the development of environmental and sustainability practice in the workplace for example, through promoting good practice to others, identifying improvements to practices. (K11, S7)
|
|
Planning and pre-commissioning
K17 K18 K20 S12 S13 |
Explains how they minimise the impact of delays on planned work to meet the needs of the client and workplace. (K17, S12) Describes how they amend and replan work activities in changing circumstances and how this meets the needs of the client and workplace. (K18, S13) Explains the principles and practices of pre-commission a building service engineering system to meet the needs of the maintenance task. (K20) |
Explains the importance of minimising delays to planned work on the business and customer. (K17, S12) Justifies their decisions when amending and replanning work activities in changing circumstances to meet the needs of the client and workplace. (K18, S13) |
|
Reactive maintenance and fault finding
K24 K26 K45 S20 S22 S33 |
Describes how they identify and diagnose faults, and outlines solutions for resolution in line with manufacturer’s guidance and standard operating procedures to meet the needs of the task. (K26, S22) Describes how they undertake reactive maintenance activities to a building services engineering system, using materials, equipment, technologies, and processes in line with employers or manufacturer's instructions and standard operating procedures. (K24, S20) Explains how they repair components in line with manufacturer's instructions and standard operating procedures to meet the needs of the task. (K45, S33)
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Justifies the resolutions they have outlined, upon finding and diagnosing a fault, and how these meet the needs of the client and workplace. (K26, S22) Explains the importance of undertaking reactive maintenance activities to a building services engineering system in line with employers or manufacturer's instructions and standard operating procedures. (K24, S20) |
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Decommissioning
K22 S18 |
Describes how they complete the decommissioning of a building services engineering system in line with employers or manufacturer's instructions and standard operating procedures. (K22, S18) |
Explains the importance of decommissioning a building services engineering system in line with employers or manufacturer's instructions and standard operating procedures. (K22, S18) |
|
Technology
K36 S26 |
Describes how they use information technology and digital systems in line with organisation procedures to monitor and manage the operation of plant and equipment to meet business needs. (K36, S26) |
None. |
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Communication
K40 K41 S24 S29 B5 |
Explains how they communicate options in writing, for repairs, replacements, or improvements, including the impact on costs and timescales to meet the needs of the stakeholders. (K40, S24) Describes how they adapt to new and changing situations and communicate verbally with stakeholders, using sector specific terminology to meet the needs of the audience. (K41, S29, B5)
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Explains the importance to the business and stakeholders of using sector specific terminology and meeting the needs of the audience when communicating verbally and in writing. (K40, K41, S24, S29) |
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Limitations and escalation
K34 K44 S31 |
Describes how they refer problems outside of their own responsibility, limit of competence or authority to the relevant person, to ensure safe working practice. (K34, K44, S31)
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Explains the importance of working within their own levels of responsibility and authority and reporting problems outside of this. (K34, K44, S31)
|
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Collaboration and teamwork
K42 S28 B6 |
Explains how they collaborate with customers, other trades and the whole team and provide internal feedback to improve the quality of business products and services. (K42, S28, B6) |
None. |
|
Equity, diversity, and inclusion (EDI)
K43 S30 B2 |
Explains how they contribute to equity, diversity, and inclusivity in their own workplace by following their organisations principles and policies. (K43, S30 B2). |
None. |
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Continuing professional development (CPD)
S32 B4 |
Explains how they identify, carry out and record industry related continuing professional development (CPD) activities to meet business needs and commit to their own personal development. (S32, B4) |
None. |
Fail - does not meet pass criteria
|
Theme
KSBs
|
Pass
Apprentices must demonstrate all of the pass descriptors
|
|---|---|
|
Interpretation of information
K38 K39 S16 S27 |
Reads and interprets information required to complete the activity. (K38, K39, S16) Records or enters paper-based or electronic information for work tasks in line with procedures. (S27) |
|
Working safely
K5 K16 S1 S3 S14 S15 B1 |
Undertakes a dynamic risk assessment to identify and manage the working environment to meet the needs of the maintenance activity. (K5, S3) Selects, uses, secures, and stores hand tools, power tools, components, and equipment in line with operating instructions or manufacturers’ guidelines. (K16, S15) Promotes and applies safe working methods and practices including highlighting control method application and safe systems of work. (S1, B1) Prepares and maintains work areas to ensure safe access and egress for self and others in line with company policies. (S14)
|
|
Working sustainably
K13 K14 S9 S10 |
Plans, organises, and carries out tasks in a way that utilises resources sustainably, following organisational and site procedures for waste management. (K13, K14 S9, S10) |
|
Isolation
K25 S21 |
Isolates building services engineering systems in line with standard operating procedures and manufacturer's guidance. (K25, S21) |
|
Planning and undertaking maintenance activities
K9 K15 K21 K23 K27 S6 S11 S17 S19 S23 |
Plans work using planning, prioritising, and time management techniques. (K9, S6) Plans, organises, and prepares the work area for setting out and work activities ensuring safety and security in line with company policy and procedures. (K15, S11)
Undertakes planned maintenance activities to a building services engineering system, using materials, equipment, technologies, and processes in line with employers or manufacturer's instructions and standard operating procedures. (K23, S19) Replaces components in line with task requirements. (K27, S23) Completes testing and commissioning of a building services engineering system in line with employers or manufacturer's instructions and standard operating procedures. (K21, S17) |
|
Handover activities
K28 S25 |
Conducts handover activities in line with organisational procedures. (K28, S25) |
| Grade | Minimum marks required | Maximum marks required |
|---|---|---|
| Fail | 0 | 34 |
| Pass | 35 | 50 |
Performance in the EPA determines the overall grade of:
An independent assessor must individually grade the interview underpinned by a portfolio of evidence and observation 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 pass in the multiple-choice test, a distinction in the interview and a pass in the observation with questions.
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 | Observation with questions | Overall Grading |
|---|---|---|---|
| Fail | Fail | Fail | Fail |
| Any grade | Fail | Any grade | Fail |
| Fail | Any grade | Any grade | Fail |
| Any grade | Any grade | Fail | Fail |
| Pass | Pass | Pass | Pass |
| Pass | Distinction | Pass | 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.
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
Regulations and legislation that impact the sector and its safe operation. Back to Grading |
Multiple-choice test |
|
K2
Company policy and procedure that impact the sector. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
K3
Individual and organisational consequences for non-compliance to regulations and legislation. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
K4
Principles of risk assessments, for example hierarchy of risk. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
K5
Methods of hazard identification and risk management. Back to Grading |
Observation with questions |
|
K6
Control measure application and method statements. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
K7
Industry related procedures, processes, standards, specification, and codes of practice. Back to Grading |
Multiple-choice test |
|
K8
Principles of project management. Back to Grading |
Multiple-choice test |
|
K9
Principles of planning work programmes. Back to Grading |
Observation with questions |
|
K10
Scientific principles underpinning building services engineering including measurement, force and pressure, heat and power, materials, and electricity. Back to Grading |
Multiple-choice test |
|
K11
Sustainability principles and techniques. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
K12
Environmental and sustainability regulations, legislation, standards, and guidance. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
K13
Waste management techniques including recycling, reuse, and safe disposal of waste. Back to Grading |
Observation with questions |
|
K14
Principles and techniques of efficient use of resources, for example, materials, time, and cost. Back to Grading |
Observation with questions |
|
K15
Preparation requirements for starting work including setting out. Back to Grading |
Observation with questions |
|
K16
Principles of selection, use, securing and storing of hand and power tools, equipment, and components. Back to Grading |
Observation with questions |
|
K17
Factors that delay the completion of planned work. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
K18
Reasons for, and techniques in, amending or replanning of work. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
K19
Design, layout, and operating principles of the installation of systems. Back to Grading |
Multiple-choice test |
|
K20
Principles and practices of pre-commissioning building service engineering systems. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
K21
Principles, practices, and standard operating procedures of testing and commissioning building service engineering systems. Back to Grading |
Observation with questions |
|
K22
Principles, practices, and standard operating procedures of decommissioning building service engineering systems. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
K23
Materials, equipment, technologies, and processes used to complete planned maintenance activities on building services engineering systems. Back to Grading |
Observation with questions |
|
K24
Materials, equipment, technologies, and processes used to complete reactive maintenance activities on building services engineering systems. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
K25
Principles of isolating building services engineering systems. Back to Grading |
Observation with questions |
|
K26
Principles and practices of identification, diagnosis and resolution of faults in building service engineering systems. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
K27
Methodology for replacement of components. Back to Grading |
Observation with questions |
|
K28
Handover techniques and processes. Back to Grading |
Observation with questions |
|
K29
Principles of safe working with gas in systems and components. Back to Grading |
Multiple-choice test |
|
K30
Principles of safe working with electricity in systems and components. Back to Grading |
Multiple-choice test |
|
K31
Principles of safe working with oil in building service engineering systems and components. Back to Grading |
Multiple-choice test |
|
K32
Principles of safe working with hot and cold water in systems and components. Back to Grading |
Multiple-choice test |
|
K33
Principles of safe working with heating, ventilation, and air conditioning (HVAC) systems and components. Back to Grading |
Multiple-choice test |
|
K34
Limits of competence on safe working with gas, electricity, HVAC, water, and oil. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
K35
Principles of mechanical sustainable energy systems for example, carbon reduction, solar, rainwater and heat recovery. Back to Grading |
Multiple-choice test |
|
K36
Principles and procedures for using information technology and digital systems to monitor and manage the operation of plant and equipment. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
K37
Principles and techniques of building management systems set points, time schedules and temperatures. Back to Grading |
Multiple-choice test |
|
K38
Types of documentation that a service and maintenance engineer may encounter and use. Back to Grading |
Observation with questions |
|
K39
Methods of interpreting and extracting relevant information such as manufacturer's instructions, drawings, plans, specifications, or previous reports. Back to Grading |
Observation with questions |
|
K40
Written communication techniques. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
K41
Spoken communication techniques. Giving and receiving information. Matching style to audience. Barriers in communication and how to overcome them. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
K42
Principles of providing internal feedback to improve the quality of business products and services. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
K43
Principles of equity, diversity, and inclusion in the workplace. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
K44
When to escalate tasks and issues, and to whom. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
K45
Principles and practices of repairing components. Back to Grading |
Interview underpinned by a portfolio of evidence |
| Skill | Assessment methods |
|---|---|
|
S1
Apply safe working practices and comply with safe working methods, including highlighting control method application and safe systems of work. Back to Grading |
Observation with questions |
|
S2
Comply with current company policies and procedures. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
S3
Undertake dynamic risk assessment to identify and manage a safe working environment. Back to Grading |
Observation with questions |
|
S4
Produce a risk assessment. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
S5
Produce a method statement. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
S6
Plan work activities. Back to Grading |
Observation with questions |
|
S7
Apply sustainable principles and techniques. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
S8
Comply with environmental and sustainability regulations, standards, and guidance. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
S9
Follow organisational and site procedures for waste management across the site. Back to Grading |
Observation with questions |
|
S10
Plan, organise, and carry out tasks in a way that utilises resources, for example cost, quality, safety, security, and environmental impact. Back to Grading |
Observation with questions |
|
S11
Plan, organise, prepare, and secure area of work for setting out and work activities. Back to Grading |
Observation with questions |
|
S12
Minimise delays to planned work. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
S13
Amend and replan work activities. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
S14
Prepare and maintain work areas to ensure safe access and egress for self and others. Back to Grading |
Observation with questions |
|
S15
Select, use, secure and store hand and power tools, equipment, and components. Back to Grading |
Observation with questions |
|
S16
Interpret information from sources such as manufacturer's instructions, drawings, plans, specifications, or previous reports. Back to Grading |
Observation with questions |
|
S17
Carry out testing and commissioning of a building services engineering system. Back to Grading |
Observation with questions |
|
S18
Carry out decommission of a building services engineering system. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
S19
Undertake planned maintenance activities to building services engineering systems. Back to Grading |
Observation with questions |
|
S20
Undertake reactive maintenance activities to building services engineering systems. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
S21
Isolate building service engineering systems. Back to Grading |
Observation with questions |
|
S22
Identify and diagnose faults and outline solutions for resolution. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
S23
Replace components. Back to Grading |
Observation with questions |
|
S24
Communicate options in writing for repairs, replacements or improvements including the impact of cost, and timescales in writing. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
S25
Handover completed maintenance activities. Back to Grading |
Observation with questions |
|
S26
Use information technology and digital systems to monitor and manage the operation of plant and equipment. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
S27
Record or enter information - paper based or electronic. Back to Grading |
Observation with questions |
|
S28
Provide internal feedback. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
S29
Communicate verbally with internal and external stakeholders using sector specific terminology. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
S30
Follow equity, diversity, and inclusion principles and policy. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
S31
Refer problems outside of own responsibility or authority to the relevant person. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
S32
Identify, carry out and record industry related continuing professional development (CPD) activities. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
S33
Repair components. Back to Grading |
Interview underpinned by a portfolio of evidence |
| Behaviour | Assessment methods |
|---|---|
|
B1
Promotes safe working. Back to Grading |
Observation with questions |
|
B2
Supports equity, diversity, and inclusivity workplace culture. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
B3
Takes personal responsibility for sustainable outcomes. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
B4
Takes ownership of work, performance, and training, committing continued professional development (CPD). Back to Grading |
Interview underpinned by a portfolio of evidence |
|
B5
Adapt to new and changing situations with stakeholders. Back to Grading |
Interview underpinned by a portfolio of evidence |
|
B6
Collaborate with customers, other trades and the whole team. Back to Grading |
Interview underpinned by a portfolio of evidence |
| KSBS GROUPED BY THEME | Knowledge | Skills | Behaviour |
|---|---|---|---|
|
Health and safety, regulations, and legislation
K2 K3 K4 K6 S2 S4 S5 |
Company policy and procedure that impact the sector. (K2) Individual and organisational consequences for non-compliance to regulations and legislation. (K3) Principles of risk assessments, for example hierarchy of risk. (K4) Control measure application and method statements. (K6) |
Comply with current company policies and procedures. (S2) Produce a risk assessment. (S4) Produce a method statement. (S5) |
None |
|
Environment and sustainability
K11 K12 S7 S8 B3 |
Sustainability principles and techniques. (K11) Environmental and sustainability regulations, legislation, standards, and guidance. (K12) |
Apply sustainable principles and techniques. (S7) Comply with environmental and sustainability regulations, standards, and guidance. (S8) |
Takes personal responsibility for sustainable outcomes. (B3) |
|
Planning and pre-commissioning
K17 K18 K20 S12 S13 |
Factors that delay the completion of planned work. (K17) Reasons for, and techniques in, amending or replanning of work. (K18) Principles and practices of pre-commissioning building service engineering systems. (K20) |
Minimise delays to planned work. (S12) Amend and replan work activities. (S13) |
None |
|
Reactive maintenance and fault finding
K24 K26 K45 S20 S22 S33 |
Materials, equipment, technologies, and processes used to complete reactive maintenance activities on building services engineering systems. (K24) Principles and practices of identification, diagnosis and resolution of faults in building service engineering systems. (K26) Principles and practices of repairing components. (K45) |
Undertake reactive maintenance activities to building services engineering systems. (S20) Identify and diagnose faults and outline solutions for resolution. (S22) Repair components. (S33) |
None |
|
Decommissioning
K22 S18 |
Principles, practices, and standard operating procedures of decommissioning building service engineering systems. (K22) |
Carry out decommission of a building services engineering system. (S18) |
None |
|
Technology
K36 S26 |
Principles and procedures for using information technology and digital systems to monitor and manage the operation of plant and equipment. (K36) |
Use information technology and digital systems to monitor and manage the operation of plant and equipment. (S26) |
None |
|
Communication
K40 K41 S24 S29 B5 |
Written communication techniques. (K40) Spoken communication techniques. Giving and receiving information. Matching style to audience. Barriers in communication and how to overcome them. (K41) |
Communicate options in writing for repairs, replacements or improvements including the impact of cost, and timescales in writing. (S24) Communicate verbally with internal and external stakeholders using sector specific terminology. (S29) |
Adapt to new and changing situations with stakeholders. (B5) |
|
Limitations and escalation
K34 K44 S31 |
Limits of competence on safe working with gas, electricity, HVAC, water, and oil. (K34) When to escalate tasks and issues, and to whom. (K44) |
Refer problems outside of own responsibility or authority to the relevant person. (S31) |
None |
|
Collaboration and teamwork
K42 S28 B6 |
Principles of providing internal feedback to improve the quality of business products and services. (K42) |
Provide internal feedback. (S28) |
Collaborate with customers, other trades and the whole team. (B6) |
|
Equity, diversity, and inclusion (EDI)
K43 S30 B2 |
Principles of equity, diversity, and inclusion in the workplace. (K43) |
Follow equity, diversity, and inclusion principles and policy. (S30) |
Supports equity, diversity, and inclusivity workplace culture. (B2) |
|
Continuing professional development (CPD)
S32 B4 |
None |
Identify, carry out and record industry related continuing professional development (CPD) activities. (S32) |
Takes ownership of work, performance, and training, committing continued professional development (CPD). (B4) |
| KSBS GROUPED BY THEME | Knowledge | Skills | Behaviour |
|---|---|---|---|
|
Interpretation of information
K38 K39 S16 S27 |
Types of documentation that a service and maintenance engineer may encounter and use. (K38) Methods of interpreting and extracting relevant information such as manufacturer's instructions, drawings, plans, specifications, or previous reports. (K39) |
Interpret information from sources such as manufacturer's instructions, drawings, plans, specifications, or previous reports. (S16) Record or enter information - paper based or electronic. (S27) |
None |
|
Working safely
K5 K16 S1 S3 S14 S15 B1 |
Methods of hazard identification and risk management. (K5) Principles of selection, use, securing and storing of hand and power tools, equipment, and components. (K16) |
Apply safe working practices and comply with safe working methods, including highlighting control method application and safe systems of work. (S1) Undertake dynamic risk assessment to identify and manage a safe working environment. (S3) Prepare and maintain work areas to ensure safe access and egress for self and others. (S14) Select, use, secure and store hand and power tools, equipment, and components. (S15) |
Promotes safe working. (B1) |
|
Working sustainably
K13 K14 S9 S10 |
Waste management techniques including recycling, reuse, and safe disposal of waste. (K13) Principles and techniques of efficient use of resources, for example, materials, time, and cost. (K14) |
Follow organisational and site procedures for waste management across the site. (S9) Plan, organise, and carry out tasks in a way that utilises resources, for example cost, quality, safety, security, and environmental impact. (S10) |
None |
|
Isolation
K25 S21 |
Principles of isolating building services engineering systems. (K25) |
Isolate building service engineering systems. (S21) |
None |
|
Planning and undertaking maintenance activities
K9 K15 K21 K23 K27 S6 S11 S17 S19 S23 |
Principles of planning work programmes. (K9) Preparation requirements for starting work including setting out. (K15) Principles, practices, and standard operating procedures of testing and commissioning building service engineering systems. (K21) Materials, equipment, technologies, and processes used to complete planned maintenance activities on building services engineering systems. (K23) Methodology for replacement of components. (K27) |
Plan work activities. (S6) Plan, organise, prepare, and secure area of work for setting out and work activities. (S11) Carry out testing and commissioning of a building services engineering system. (S17) Undertake planned maintenance activities to building services engineering systems. (S19) Replace components. (S23) |
None |
|
Handover activities
K28 S25 |
Handover techniques and processes. (K28) |
Handover completed maintenance activities. (S25) |
None |
Contact us about this apprenticeship
| Version | Change detail | Earliest start date | Latest start date | Latest end date |
|---|---|---|---|---|
| Revised version awaiting implementation | In revision | 01/08/2024 | Not set | Not set |
| 1.0 | Approved for delivery. | 12/09/2017 | 31/07/2024 | Not set |
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