Planning and installing electrical and mechanical systems within buildings.
This occupation is found in the construction, built environment and engineering sectors, with building services engineering senior technicians employed in a variety of organisation types and sizes.
The broad purpose of the occupation is to bring the built environment to life by connecting up the buildings we live and work in, ensuring they meet the needs of the people, plant, and services they need to accommodate, whilst providing comfort, building safety and security and efficiency through ever increasing environmental safeguarding.
Building services engineering senior technicians use their technical knowledge to deliver, or address problems with, building services systems that are to be designed, manufactured, installed, managed or maintained, within a building. The main types of building services systems are mechanical (heating, ventilation, and cooling), electrical (power, lighting etc) and public health (water services and drainage).
In these areas, building services engineering senior technicians may consider:
· safety and security, including emergency lighting, security and alarm systems, fire detection and prevention, emergency back-up systems, inclusive access, and flow through buildings for both people and equipment, including escalators and lifts.
· efficiency and sustainability, including the capture, supply and use of energy (electrical, mechanical, and other power systems, renewable energy systems (such as solar, wind or heat pump sources), water supply and management (including plumbing and drainage), communication networks to aid integrated systems and intelligent buildings, and façade engineering.
· comfort and control, including heating and ventilation, air conditioning and refrigeration, and lighting (artificial and natural) and acoustics.
Building services engineering senior technicians use and apply their technical knowledge, underpinned by scientific principles and theories, propose numerous suitable techniques, procedures and methods to undertake and deliver building services engineering solutions. They need to source, review, analyse and evaluate a range of information and data, perform advanced calculations, and analyse building services engineering problems to reach proven solutions.
Senior technicians will prepare, produce and present building services engineering information, designs and documentation, with regard for the practical need to install, maintain, manage or improve building services equipment and systems, and to relevant codes of practice and industry standards (for example, BSI Flex 8670, or managing information over the whole life cycle of a built asset using Building Energy Managing Systems (BEMS) or Building Information Modelling (BIM) via ISO 19650), to statutory and regulatory requirements (such as the Building Safety Act), and in compliance with health, safety and wellbeing requirements.
They use appropriate analytical and computational software, including engineering analysis software (such as CAD or Revit) or digital data modelling systems, such as Building Information Management (BIM), recognising the limitations of the techniques used and where continuous improvement may be useful.
With the need to mitigate the detrimental effects on the environment and an increased drive for sustainability, senior technicians will need to consider the whole life cycle of a built asset, ensuring building service engineering systems and projects align with United Nations Sustainable Development Goals (UNSDG), respond to net-zero carbon emissions targets and are compliant with climate change acts, and environmental and sustainability policies and legislation.
Building services engineering senior technicians will also inform and manage tasks, team members and resources within their allocation, but also contribute to broader and more complex building services engineering solutions, applying appropriate project management knowledge and techniques, use quality systems and risk assessment procedures to mitigate risks, and improve safe systems of work. Senior technicians may also commission, carry out, or review site inspections or surveys, report progress against project plans, or check specified technical aspects of design, site or manufacturing activities.
In their daily work, employees interact with their line manager, typically a senior building services engineer or site manager, to confirm programmes of work, agree individual and team responsibilities, budgets and resources, which support the delivery of wider plans across building services engineering projects; these teams could include other technicians or specialist contractors for which they may be responsible for, engineers across a range of disciplines, such as mechanical, electrical or public health engineering, from various employer types (e.g. clients, consultancies, contractors), and project managers, where their collective outputs will be used to produce building services engineering solutions that are fit for purpose, safe, secure, environmentally sustainable, and meet customer and industry specifications.
Senior technicians will also be exposed to other professional disciplines, such as civils, lighting and acoustics engineers, surveyors, architects, planners, environmental practitioners, or legal teams. As well as liaising with internal colleagues across a variety of multidisciplinary areas, some senior technicians will also be responsible for working with customers, suppliers, manufacturers, and stakeholders or with representatives from appropriate regulatory bodies.
Building services engineering senior technicians, depending on their employer, will spend their time in an office environment, working on site, working remotely or a combination of these. There is also potential for visiting customers, suppliers, or manufacturers.
Employees are responsible for delivering building services engineering technical solutions, ensuring accuracy and quality, for which they are responsible for the technical management of, within agreed time and resource limits, compliant with health and safety regulations, to industry, regulatory and legislative standards, such as the Building Safety Bill, and to broadly defined specifications.
Senior technicians will also supervise other team members, communicating, agreeing, and managing tasks that others complete, ensuring these meet appropriate standards and specified outcomes, and that work is carried out in a safe environment and the wellbeing of those involved is safeguarded.
This is a summary of the key things that you – the apprentice and your employer need to know about your end-point assessment (EPA). You and your employer should read the EPA plan for the full details. It has information on assessment method requirements, roles and responsibilities, and re-sits and re-takes.
An EPA is an assessment at the end of your apprenticeship. It will assess you against the knowledge, skills, and behaviours (KSBs) in the occupational standard. Your training will cover the KSBs. The EPA is your opportunity to show an independent assessor how well you can carry out the occupation you have been trained for.
Your employer will choose an end-point assessment organisation (EPAO) to deliver the EPA. Your employer and training provider should tell you what to expect and how to prepare for your EPA.
The length of the training for this apprenticeship is typically 36 months. The EPA period is typically 4 months.
The overall grades available for this apprenticeship are:
When you pass the EPA, you will be awarded your apprenticeship certificate.
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:
For the building services engineering senior technician, the qualification required is:
one of the following qualifications: Pearson L4 HNC in Building Services Engineering (RQF/2023) qualification number (QN) 610/0940/4 -OR- Pearson BTEC L4 HNC in Construction and the Built Environment (Building Services Engineering) qualification number (QN) 603/0465/0 -OR- a HNC or an equivalent qualification in building services engineering approved or accredited by the Engineering Council as meeting the educational requirements for an Engineering Technician and for progression towards IEng registration
Project with report
You will complete a project and write a report. You will be asked to complete a project. The EPAO will give you suggested project titles. The report should be a maximum of 3500 words (with a 10% tolerance).
You will have 6 weeks to complete the project and submit the report to the EPAO.
You need to prepare and give a presentation to an independent assessor. Your presentation slides and any supporting materials should be submitted at the same time as the project output. The presentation with questions will last at least 30 minutes. The independent assessor will ask at least 5 questions about the project and presentation.
Professional discussion underpinned by a portfolio of evidence
You will have a professional discussion with an independent assessor. It will last 40 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.
You should speak to your employer if you have a query that relates to your job.
You should speak to your training provider if you have any questions about your training or EPA before it starts.
You should receive detailed information and support from the EPAO before the EPA starts. You should speak to them if you have any questions about your EPA once it has started.Reasonable adjustments
If you have a disability, a physical or mental health condition or other special considerations, you may be able to have a reasonable adjustment that takes this into account. You should speak to your employer, training provider and EPAO and ask them what support you can get. The EPAO will decide if an adjustment is appropriate.
This apprenticeship aligns with Engineering Council (EngTech) for level 4
Please contact the professional body for more details.
This occupation is found in the construction, built environment and engineering sectors, with building services engineering senior technicians employed in a variety of organisation types and sizes.
The broad purpose of the occupation is to bring the built environment to life by connecting up the buildings we live and work in, ensuring they meet the needs of the people, plant, and services they need to accommodate, whilst providing comfort, building safety and security and efficiency through ever increasing environmental safeguarding.
Building services engineering senior technicians use their technical knowledge to deliver, or address problems with, building services systems that are to be designed, manufactured, installed, managed or maintained, within a building. The main types of building services systems are mechanical (heating, ventilation, and cooling), electrical (power, lighting etc) and public health (water services and drainage).
In these areas, building services engineering senior technicians may consider:
· safety and security, including emergency lighting, security and alarm systems, fire detection and prevention, emergency back-up systems, inclusive access, and flow through buildings for both people and equipment, including escalators and lifts.
· efficiency and sustainability, including the capture, supply and use of energy (electrical, mechanical, and other power systems, renewable energy systems (such as solar, wind or heat pump sources), water supply and management (including plumbing and drainage), communication networks to aid integrated systems and intelligent buildings, and façade engineering.
· comfort and control, including heating and ventilation, air conditioning and refrigeration, and lighting (artificial and natural) and acoustics.
Building services engineering senior technicians use and apply their technical knowledge, underpinned by scientific principles and theories, propose numerous suitable techniques, procedures and methods to undertake and deliver building services engineering solutions. They need to source, review, analyse and evaluate a range of information and data, perform advanced calculations, and analyse building services engineering problems to reach proven solutions.
Senior technicians will prepare, produce and present building services engineering information, designs and documentation, with regard for the practical need to install, maintain, manage or improve building services equipment and systems, and to relevant codes of practice and industry standards (for example, BSI Flex 8670, or managing information over the whole life cycle of a built asset using Building Energy Managing Systems (BEMS) or Building Information Modelling (BIM) via ISO 19650), to statutory and regulatory requirements (such as the Building Safety Act), and in compliance with health, safety and wellbeing requirements.
They use appropriate analytical and computational software, including engineering analysis software (such as CAD or Revit) or digital data modelling systems, such as Building Information Management (BIM), recognising the limitations of the techniques used and where continuous improvement may be useful.
With the need to mitigate the detrimental effects on the environment and an increased drive for sustainability, senior technicians will need to consider the whole life cycle of a built asset, ensuring building service engineering systems and projects align with United Nations Sustainable Development Goals (UNSDG), respond to net-zero carbon emissions targets and are compliant with climate change acts, and environmental and sustainability policies and legislation.
Building services engineering senior technicians will also inform and manage tasks, team members and resources within their allocation, but also contribute to broader and more complex building services engineering solutions, applying appropriate project management knowledge and techniques, use quality systems and risk assessment procedures to mitigate risks, and improve safe systems of work. Senior technicians may also commission, carry out, or review site inspections or surveys, report progress against project plans, or check specified technical aspects of design, site or manufacturing activities.
In their daily work, employees interact with their line manager, typically a senior building services engineer or site manager, to confirm programmes of work, agree individual and team responsibilities, budgets and resources, which support the delivery of wider plans across building services engineering projects; these teams could include other technicians or specialist contractors for which they may be responsible for, engineers across a range of disciplines, such as mechanical, electrical or public health engineering, from various employer types (e.g. clients, consultancies, contractors), and project managers, where their collective outputs will be used to produce building services engineering solutions that are fit for purpose, safe, secure, environmentally sustainable, and meet customer and industry specifications.
Senior technicians will also be exposed to other professional disciplines, such as civils, lighting and acoustics engineers, surveyors, architects, planners, environmental practitioners, or legal teams. As well as liaising with internal colleagues across a variety of multidisciplinary areas, some senior technicians will also be responsible for working with customers, suppliers, manufacturers, and stakeholders or with representatives from appropriate regulatory bodies.
Building services engineering senior technicians, depending on their employer, will spend their time in an office environment, working on site, working remotely or a combination of these. There is also potential for visiting customers, suppliers, or manufacturers.
Employees are responsible for delivering building services engineering technical solutions, ensuring accuracy and quality, for which they are responsible for the technical management of, within agreed time and resource limits, compliant with health and safety regulations, to industry, regulatory and legislative standards, such as the Building Safety Bill, and to broadly defined specifications.
Senior technicians will also supervise other team members, communicating, agreeing, and managing tasks that others complete, ensuring these meet appropriate standards and specified outcomes, and that work is carried out in a safe environment and the wellbeing of those involved is safeguarded.
| Duty | KSBs |
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Duty 1 Propose building services engineering solutions to well-defined technical problems, by preparing, producing and presenting engineering diagrams and documents, to engineering specifications, industry codes of practice, regulations, standards, and procedures |
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Duty 2 Deliver appropriate and effective technical building services engineering solutions, by selecting, reviewing and evaluating data and technical information, and by using a range of appropriate engineering methods and processes, including the undertaking of complex calculations |
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Duty 3 Manage building services tasks and supervise team members, by applying engineering management principles to effectively identify, organise and use resources within projects to specification, whilst recording and reporting against agreed budgets or costs, targets and timescales, and with consideration for quality, safety and the contracted terms and conditions |
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Duty 4 Contribute to the design of building services systems, checking the systems designed meet the requirements of the end user or business need, and that relevant industry standards and procedures are adhered to |
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Duty 5 Use a range of practical and workshop skills, selecting and applying appropriate materials, equipment, technologies and processes, to plan, undertake and analyse building services activities |
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Duty 6 Use analytical and engineering analysis software (such as Computer Aided Design (CAD) or Revit), digital data modelling systems (such as Building Information Management (BIM) or Building Energy Management Systems (BEMS)) to inform, develop or manage building service engineering solutions recognising the limitations of the techniques used |
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Duty 7 Ensure compliance with health, safety & welfare requirements, apply safe systems of work, for example the Construction (Design and Management) regulation, understanding the safety implications of their role, ensuring they apply and improve safe systems of work |
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Duty 8 Identify, evaluate and mitigate risks associated with their own work, and in the projects and activities they are responsible for |
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Duty 9 Comply with relevant policies, standards, regulations, legislation, strategies, technical guidance, and codes of practice, for example Building Safety legislation or BSI Flex 8670, ensuring they are interpreted, and communicated correctly and appropriately |
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Duty 10 Comply with environmental policies and legislation, practice sustainable principles, and evaluate how these impact on the building services engineering projects they work on, and how these assist in the achievement of United Nations Sustainable Development Goals (UNSDG) and net-zero carbon emissions |
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Duty 11 Use quality and information management, and assurance systems and processes, for example ISO 19650, recognising the need for these and their role in continuous improvement |
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Duty 12 Communicate and liaise effectively with own project team, and those in other teams, such as customers or specialist contractors, and with internal or external stakeholders, respecting the need for the security of data and information |
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Duty 13 Work reliably and effectively independently without close supervision, and as a member of a team, taking responsibility for their own work, and supervising others where appropriate |
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Duty 14 Ensure compliance with equality, diversity & inclusion (EDI) and ethical standards, recognising the importance of these in the workplace |
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Duty 15 Plan and maintain own learning and skills development by carrying out continuing professional development in line with professional codes of conduct and/or industry specifications and obligations, and promoting the benefits of this to others |
K1: Engineering principles, underpinned by relevant scientific, theoretical and technical knowledge and understanding to solve well-defined building services engineering problems.
Back to Duty
K2: Building services engineering techniques, procedures and methods used for building services engineering systems, to either measure and test, design, install, commission, maintain or operate.
Back to Duty
K3: Advanced mathematical, statistical and analytical problem-solving tools.
Back to Duty
K4: Properties of, and selection criteria for materials, components or parts used in building services solutions.
Back to Duty
K5: Techniques and methods to collect data and technical information for analysis and evaluation.
Back to Duty
K6: Design principles and control processes used in the building services engineering consultancy, construction or manufacturing process, and the common constraints faced.
Back to Duty
K7: Technical drawings, designs, and models, using analytical and computer-based software packages.
Back to Duty
K8: Uses and limitations of computational and digital models, including Building Information Modelling (BIM).
Back to Duty
K9: Industry policies, standards, regulations and legislation, and codes of practice, including Building Safety legislation or BSI Flex 8670.
Back to Duty
K10: Statutory health, safety and welfare policies, procedures, and regulations including Construction (Design and Management) (CDM).
Back to Duty
K11: Risk assessment and mitigation processes, and their importance in the building services environment.
Back to Duty
K12: Principles of sustainable development and their impact on the lifecycle of building services engineering solutions, including United Nations Sustainable Development Goals (UNSDG), net-zero carbon emissions, environmental policies and legislations, and the climate change act.
Back to Duty
K13: Project management techniques, including quality and information management and assurance systems and continuous improvement processes.
Back to Duty
K14: Methods for planning and resourcing building services engineering tasks, and the impact on cost, quality, safety, security, and environment.
Back to Duty
K15: Methods of communication and when to use them, using appropriate engineering terminology and conventions.
Back to Duty
K16: Roles and responsibilities within the organisation, team dynamics and their own boundaries of authority.
Back to Duty
K17: Relationships between key organisations in the building services engineering sector (for example organisations, customers, partners and suppliers).
Back to Duty
K18: Equality, diversity and inclusion, its importance and impact on building services engineering solutions.
Back to Duty
K19: Ethical principles as applied to building services engineering including the need for security of data and information.
Back to Duty
K20: Methods to maintain professional competence and technical knowledge including initial professional development (IPD) and continuing professional development (CPD).
Back to Duty
S1: Apply engineering principles, using relevant scientific, theoretical and technical know-how to solve well-defined building services engineering problems.
Back to Duty
S2: Apply building services engineering techniques, procedures and methods, and review the results, when measuring and testing, designing, installing, commissioning, maintaining or operating building services engineering systems.
Back to Duty
S3: Employ a range of advanced mathematical, statistical and data interpretation tools, using analytical and computational methods to interpret and solve well-defined building services engineering problems.
Back to Duty
S4: Interpret and compare performance information to choose compliant materials, components or parts.
Back to Duty
S5: Select and use technical literature and other sources of information and data to address well-defined building services engineering problems.
Back to Duty
S6: Produce and interpret building services engineering technical drawings, designs, and models, using analytical and computer-based software packages, recognising the limitations of the software used.
Back to Duty
S7: Produce building services engineering technical solutions in accordance with relevant industry standards, procedures, codes of practice, regulations, and legislation.
Back to Duty
S8: Comply with, and encourage others to demonstrate, statutory health, safety and welfare policies, procedures and regulation.
Back to Duty
S9: Complete risk assessments to identify, evaluate and mitigate risks.
Back to Duty
S10: Apply principles of sustainable development, and assess the impact of these in their work.
Back to Duty
S11: Employ project management techniques, measuring and recording progress against building services engineering project plans.
Back to Duty
S12: Assess and report on quality using appropriate management and assurance systems and continuous improvement processes.
Back to Duty
S13: Identify and use resources, equipment and technology to meet project requirements, including specifications, budget and timescales.
Back to Duty
S14: Monitor and manage individual performance, and supervise others, recognising the need to comply with appropriate codes of practice and equality, diversity & inclusion (EDI) requirements.
Back to Duty
S15: Communicate using appropriate methods for the audience, using appropriate engineering terminology and conventions.
Back to Duty
S16: Apply ethical principles to building services engineering projects, including the secure use of data and information.
Back to Duty
S17: Plan, undertake and review their own professional competence, updating and reviewing their CPD to improve performance.
Back to Duty
B1: Works to health, safety and welfare requirements, industry standards, statutory regulation and legislation, policies, and codes of practice, and ensuring others do likewise.
Back to Duty
B2: Makes independent decisions when delivering building services engineering projects, whilst knowing their own limitations and when to ask for help or to escalate.
Back to Duty
B3: Works individually and as part of a team, being aware of their actions and the impact they may have on others, and demonstrating awareness of diversity and inclusion issues so as to meet the requirement of fairness at work.
Back to Duty
B4: Solves problems with attention to detail, accuracy, and diligence, and seeks to continually improve.
Back to Duty
B5: Maintains professional and ethical working relationships with internal, external, and other stakeholders.
Back to Duty
B6: Takes responsibility for their own professional development, seeking opportunities to enhance their knowledge, skills, and experience, and support others when requested.
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.
Level: 4
This standard aligns with the following professional recognition:
V1.3
This document explains the requirements for end-point assessment (EPA) for the building services engineering senior technician apprenticeship. End-point assessment organisations (EPAOs) must follow this when designing and delivering the EPA.
Building services engineering senior technician apprentices, their employers and training providers should read this document.
A full-time building services engineering senior technician apprentice typically spends 36 months on-programme. The apprentice must spend at least 12 months on-programme and complete the required amount of off-the-job training in line with the apprenticeship funding rules.
The EPA should be completed within an EPA period lasting typically 4 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 2 assessment methods.
The grades available for each assessment method are below.
Assessment method 1 - technical project report and presentation with questioning:
Assessment method 2 - professional discussion underpinned by a portfolio:
The result from each assessment method is combined to decide the overall apprenticeship grade. The following grades are available for the apprenticeship:
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On-programme - typically 36 months
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The apprentice must:
The qualification required is: one of the following qualifications: Pearson L4 HNC in Building Services Engineering (RQF/2023) qualification number (QN) 610/0940/4 -OR- Pearson BTEC L4 HNC in Construction and the Built Environment (Building Services Engineering) qualification number (QN) 603/0465/0 -OR- a HNC or an equivalent qualification in building services engineering approved or accredited by the Engineering Council as meeting the educational requirements for an Engineering Technician and for progression towards IEng registration
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End-point assessment gateway
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The apprentice’s employer must be content that the apprentice is occupationally competent. The apprentice must:
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End-point assessment - typically 4 months
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The grades available for each assessment method are below
Technical project report and presentation with questioning:
Professional discussion underpinned by a portfolio:
Overall EPA and apprenticeship can be graded:
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Professional recognition
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This apprenticeship aligns with:
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The EPA will be taken within the EPA period. The EPA period begins when the EPAO confirms the gateway requirements are met and is typically 4 months.
The expectation is that the EPAO will confirm the gateway requirements are met and the EPA begins 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 / professional discussion [delete as appropriate]. 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 must cover the following areas:
Evidence sources may include evidence of work undertaken which may be supported by:
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 discussion. The independent assessor should review the portfolio of evidence to prepare questions for the discussion . 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.
The project assessment method involves the apprentice completing a significant and defined piece of work that has a real business application and benefit. This process may include for example, research, analysis and the completion of tasks or activities to achieve the outcome. The assessment method will have an output at the end of the defined piece of work. The work completed for the project assessment method must meet the needs of the employer’s business and be relevant to the apprentice’s occupation and apprenticeship.
This assessment method has 2 components:
completion of the defined piece of work for the project with a project output
completion of the defined piece of work for the presentation with questions and answers
Together, these components give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method. They are assessed by an independent assessor.
This EPA method is being used because the technical project reflects an employer’s building services engineering challenges and is typical of the apprentice’s everyday work, ensuring that they can demonstrate KSBs in practice. As part of a building services engineering senior technician's role, they will be expected to plan and carry out technical projects, using appropriate engineering principles, theories, processes, and advanced mathematical and data analysis skills, before evaluating and proposing appropriate building engineering solutions, with consideration for a range of factors, back to various audiences through reports, presentations and discussions. Therefore, this method of assessment is deemed as the most appropriate for this occupation as it accurately reflects the environments and current workplace tasks of the apprentice. The technical project report, presentation and questioning allow for effective assessment of the KSBs assigned to this assessment method.
The apprentice must complete a project based on any of the following:
The EPAO must provide a project assessment method specification. It must detail how a project can enable an apprentice to meet the KSBs mapped to this assessment method to the highest available grade. The EPAO must also provide suggested project titles.
The project output must be in the form of a report and presentation.
The apprentice must start the project after the gateway. The employer should ensure the apprentice has the time and resources, within the project period, to plan and complete their project.
The apprentice may work as part of a team to complete the project, which could include internal colleagues or technical experts. The apprentice must however, complete their project report and presentation unaided and they must be reflective of their own role and contribution. The apprentice and their employer must confirm this when the report and any presentation materials are submitted.
The report must include at least:
The report must also include:
Apprentices will undertake a technical project after they have passed the gateway and produce a report that appropriately covers all of the KSBs assigned to this method of assessment.
The EPAO will issue the technical project brief to the apprentice at gateway aligned to their engineering specialism.
The technical project brief will reflect a real work-based building services engineering challenge in a subject area, providing a focus on an area such as:
The technical project brief, designed and issued by the EPAO, will typically be 500 words in length. The EPAO will design and issue guidance with the technical brief.
Technical project reports must include:
The apprentice must prepare a technical project report with appendices of supporting evidence relating to the technical project. The technical project report and all appendices of supporting evidence directly demonstrating performance of KSBs must be attributable in full. Evidence must be accompanied by a witness statement outlining the apprentice's contribution, signed by the apprentice and their employer authenticating it.
Examples of appendices of supporting evidence may include:
This is not a definitive list and other evidence sources apart from self-reflection are permissible..
To allow the apprentice to apply for professional registration on completion of the apprenticeship, two independent assessors must holistically assess all assessment methods, in line with the independent assessor requirements set out in this plan. They will have equal responsibility in grading the assessment. The use of two independent assessors will enable the provision of balance to assessment, to bring in greater breadth and depth of technical expertise to questioning and discussion with the apprentice, elucidating more accurate grading decisions.
In the event that the two independent assessors cannot agree on whether to grade the technical project and presentation with a pass, fail or distinction, the EPAO is required to moderate in accordance with their moderation procedures. The EPAO will then make the final decision on the grade to award based on the assessment evidence presented.
The project report must have a word count of 3500 words. A tolerance of 10% above or below is allowed at the apprentice’s discretion. Appendices, references and diagrams are not included in this total. The apprentice must produce and include a mapping in an appendix, showing how the report evidences the KSBs mapped to this assessment method.
The apprentice must complete and submit the report and any presentation materials to the EPAO by the end of week 6 of the EPA period.
The presentation 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.
The apprentice must prepare and deliver a presentation to an independent assessor. After the presentation, the independent assessor must ask the apprentice questions about their project, report and presentation.
The presentation should cover:
The presentation with questions must last 30 minutes. This will typically include a presentation of 10 minutes and questioning lasting 20 minutes. The independent assessor must use the full time available for questioning. The independent assessor can increase the time of the presentation and questioning by up to 10%. This time is to allow the apprentice to complete their last point or respond to a question if necessary.
The independent assessor must ask at least 5 questions. They 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 purpose of the independent assessor's questions is:
The apprentice must submit any presentation materials to the EPAO at the same time as the report - by the end of week 6 of the EPA period. The apprentice must notify the EPAO, at that point, of any technical requirements for the presentation.
During the presentation, the apprentice must have access to:
The independent assessor must have at least 3 weeks to review the project report and any presentation materials, to allow them to prepare questions.
The apprentice must be given at least 1 days’ notice of the presentation with questions.
The apprentice may choose to end the presentation 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 the 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 the assessment early.
The independent assessor must make the grading decision. They must assess the project components holistically when deciding the grade.
The independent assessor must keep accurate records of the assessment. They must record:
The presentation with questions must take place in a suitable venue selected by the EPAO for example, the EPAO’s or employer’s premises. It 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.
EPAO must produce the following materials to support the project:
The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.
In the professional discussion, an independent assessor and apprentice have a formal two-way conversation. It gives the apprentice the opportunity to demonstrate their competency across the KSBs as shown in the mapping.
This EPA method is being used to assess those KSBs that are not likely to occur in the technical project report. Building services engineering senior technicians will be expected to be able to discuss their portfolio, where evidence and results of work-based tasks or projects carried out as part of their apprenticeship, can be used to underpin assessment in a formal setting and where apprentices’ will be able to explain their work in detail.
The professional discussion must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this EPA method to the highest available grade.
The purpose of the independent assessor's questions will be to:
The EPAO must give an apprentice 3 weeks notice of the professional discussion.
The independent assessor must have at least 3 week(s) to review the supporting documentation.
Apprentices must have access to their portfolio of evidence during the professional discussion.
Apprentices can refer to and illustrate their answers with evidence from their portfolio of evidence, however the portfolio of evidence is not directly assessed.
The professional discussion must last for 40 minutes. The independent assessor can increase the time of the professional discussion by up to 10%. This time is to allow the apprentice to respond to a question if necessary.
For the professional discussion, the independent assessor must ask at least 6 questions. Follow-up questions are allowed. The independent assessor must use the questions from the EPAO’s question bank or create their own questions in-line with the EPAO’s training. The professional discussion must allow the apprentice the opportunity to demonstrate the KSBs mapped to this EPA method at the highest possible grade.
The independent assessor conducts and assesses the professional discussion.
The independent assessor must keep accurate records of the assessment. The records must include the KSBs met, the grade achieved and answers to questions.
To allow the apprentice to apply for professional registration on completion of the apprenticeship, two independent assessors must holistically assess all assessment methods, in line with the independent assessor requirements set out in this plan. They will have equal responsibility in grading the assessment. The use of two independent assessors will enable the provision of balance to assessment, to bring in greater breadth and depth of technical expertise to questioning and discussion with the apprentice, elucidating more accurate grading decisions.
In the event that the two independent assessors cannot agree on whether to grade the technical project and presentation with a pass, fail or distinction, the EPAO is required to moderate in accordance with their moderation procedures. The EPAO will then make the final decision on the grade to award based on the assessment evidence presented.
The professional discussion must take place in a suitable venue selected by the EPAO (for example the EPAO’s or employer’s premises).
The professional discussion 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 professional discussion should take place in a quiet room, free from distractions and influence.
EPAOs must write an assessment specification and question bank. The specification must be relevant to the occupation and demonstrate how to assess the KSBs shown in the mapping. It is recommended this is done in consultation with employers of this occupation. EPAOs should maintain the security and confidentiality of EPA materials when consulting employers. The questions must be unpredictable. A question bank of sufficient size will support this. The assessment specification and questions must be reviewed at least once a year to ensure they remain fit-for-purpose.
EPAOs will develop purpose-built question banks and ensure that appropriate quality assurance procedures are in place, for example, considering standardisation, training and moderation. EPAOs will ensure that questions are refined and developed to a high standard.
EPAOs must ensure that apprentices have a different set of questions in the case of re-sits or re-takes.
EPAOs must produce the following materials to support the professional discussion underpinned by a portfolio:
|
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
|
|---|---|---|
|
Building services engineering technical knowledge and techniques
K1 K2 S1 S2 |
Applies and interprets appropriate engineering principles, scientific, theoretical and technical knowledge and techniques, procedures and methods to the building services engineering problem outlined in the technical project brief and assesses the outcomes. (K1, K2, S1, S2) |
Evaluates the effectiveness and relevance of the methods and techniques used, justifying those adopted to solve this building services engineering problem. (K2, S2) |
|
Data collection, analysis and evaluation
K3 K5 S3 S5 B4 |
Uses mathematical, statistical and analytical techniques to interpret and solve building services engineering problems outlined in the technical project brief. (K3, S3) Collects, analyses and evaluates data and technical information accurately using appropriate techniques and methods, explaining the different types and uses of information in relation to the building services engineering problem outlined in the technical project brief. (K5, S5, B4) |
Justifies the techniques adopted to solve the problem presented. (S3) Justifies the use of specific types of information in support of the building services engineering solution proposed. (S5) |
|
Use of resources and materials
K4 K14 S4 S13 B2 |
Explains the choice of materials, components or parts used to solve the building services engineering problem outlined in the technical project brief based on their properties, performance and approved use. (K4, S4) Formulates and applies project planning techniques and tools in relation to the building services engineering project, identifying appropriate specifications, and the resources, costs and timescales for delivery. Discusses the potential effects that cost, quality, safety, security and environmental impact and the lifecycle of this building services engineering solution. (K14, S13) Explains how they made independent decisions during the project, and how they determined they were within their own limitations, and where beyond their own limitations, how they sought support. (B2)
|
Discusses their approach to materials, components or parts in terms of building safety and sustainable practice, and how this can improve the performance of the building services engineering solution proposed. (K4, S4) Explains how the choices of materials, components, parts promote sustainable practice and safety. (K4, S4) Appraises own performance when managing this project by comparing the outcomes of initial planned resources, timescales and costs against actual outcomes, and making recommendations that would further improve own performance. (S13, B2)
|
|
Industry standards, policies and regulatory requirements
K9 K12 S7 S10 |
Interprets and applies relevant statutory and regulatory requirements, industry policies, standards, regulations, and legislation and codes of practice to the technical project solution presented. (K9, S7) Applies principles of sustainable development, environmental policies and legislation in building services engineering projects, recognising the need to reduce carbon use, lower emissions, and plan for wider sustainability. (K12, S10) |
Evaluates the impact of industry standards, regulations or guidance related to their project solution. (K9, S7) Evaluates how the building services engineering solution proposed could be improved for increased sustainability or reducing the impact on the environment. (S10)
|
|
Communication
K15 S15 |
Uses appropriate communication techniques and methods for all project outcomes, incorporating relevant and appropriate terminology, and appropriate forms of referencing and citation in the written report and presentation. (K15, S15) |
None |
|
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
|
|---|---|---|
|
Design, technology and models in building services engineering information
K6 K7 K8 S6 |
Explains the principles and control processes used, and the common constraints faced, in the production of designs for building services engineering. (K6) Explains how they effectively use analytical and computer-based software packages to produce and interpret building services engineering solutions. (K7, S6) Explains the use and importance of digital modelling techniques, such as Building Information Modelling (BIM), and their limitations, within building services engineering. (K8) |
Evaluates the impacts of the functional characteristics on the design solution. (K6) Explains how digital modelling techniques are used to improve building services engineering solutions. (K7, K8, S6) |
|
Project management and safe systems of work
K10 K11 K13 S8 S9 S11 S12 B1 |
Explains project management techniques used in building services engineering, explaining the techniques for recording and reporting progress, the relationship between project quality requirements and the need for continuous improvement. (K13, S11, S12) Describes how they apply health & safety regulations and legislation, and discusses the importance of, and how, safe working practices are implemented (using Construction Design and Management) and fostered in building services engineering. (K10, S8, B1) Identifies, evaluates and mitigates the hazards and risks within building services engineering, using appropriate risk assessment methods. (K11, S9) |
Evaluates different management techniques used for various types of projects. (K13, S11) Evaluates the impact of health and safety legislation, how it has benefitted through changes in legislation within building services engineering. (K10, S8, B1)
|
|
Roles, responsibilities and engagement with others
K16 K17 K18 S14 B3 B5 |
Describes the roles and responsibilities commonly found in a building services engineering organisation, and the methods for performance evaluation. (K16)
Explains how they monitor and manage their own performance at work, and how this impacts others in their team. Describes the importance of equality, diversity and inclusion, how it supports fairness at work, and impacts building services engineering solutions. (K18, S14, B3)
Describes the key stakeholders in building services engineering, the importance of communication, collaboration and decision-making processes to achieve contractual requirements and project success. (K17, B5)
|
Evaluates the success of teams by considering individual and group working practices. (K16, S14, B3) |
|
Personal and professional practice
K19 K20 S16 S17 B6 |
Describes the methods for developing (IPD) and maintaining (CPD) professional competence and technical knowledge, and explains how they plan, undertake, review and improve their own professional competence, and supports others when requested. (K20, S17, B6)
Explains how they apply ethical principles to building services engineering projects, including the secure use of data and information. (K19, S16) |
Discusses how they use their own performance to inform and improve their own or others’ practices. (K19, S17, B6) |
The EPA methods contribute equally to the overall EPA grade.
Performance in the EPA will determine the apprenticeship grade of:
Independent assessors must individually grade the: technical project report and presentation with questioning and professional discussion underpinned by a portfolio according to the requirements set out in this EPA plan.
EPAOs must combine the individual assessment method grades to determine the overall EPA grade.
Apprentices who fail one or more assessment method will be awarded an overall EPA fail.
Apprentices must achieve at least a pass in all the EPA methods to get an overall pass. In order to achieve an overall EPA ‘distinction’, apprentices must achieve a distinction in both assessment methods.
Grades from individual assessment methods should be combined in the following way to determine the grade of the EPA as a whole.
| Technical project report and presentation with questioning | Professional discussion underpinned by a portfolio | Overall Grading |
|---|---|---|
| Fail | Any grade | Fail |
| Any grade | Fail | Fail |
| Pass | Pass | Pass |
| Pass | Distinction | Pass |
| Distinction | Pass | Pass |
| Distinction | Distinction | Distinction |
Apprentices who fail one or more EPA method(s) can take a re-sit or a re-take at the 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.
Apprentices should have a supportive action plan to prepare for a re-sit or a re-take.
The employer and EPAO agree the timescale for a re-sit or re-take. A re-sit is typically taken within 4 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 6 months of the EPA outcome notification.
Failed EPA 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 apprentices wishing to move from pass to a higher grade.
An 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:
|
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 how EPAOs ensure valid, consistent and reliable EPA decisions. EPAOs must adhere to the requirements within the roles and responsibilities section and:
The Engineering Council, and registered with a relevant professional engineering institution (PEI)
Affordability of the EPA will be aided by using at least some of the following:
This apprenticeship standard is designed to prepare successful apprentices to meet the requirements for registration as a:
Engineering Council (EngTech) for level 4
| Knowledge | Assessment methods |
|---|---|
|
K1
Engineering principles, underpinned by relevant scientific, theoretical and technical knowledge and understanding to solve well-defined building services engineering problems. Back to Grading |
Technical project report and presentation with questioning |
|
K2
Building services engineering techniques, procedures and methods used for building services engineering systems, to either measure and test, design, install, commission, maintain or operate. Back to Grading |
Technical project report and presentation with questioning |
|
K3
Advanced mathematical, statistical and analytical problem-solving tools. Back to Grading |
Technical project report and presentation with questioning |
|
K4
Properties of, and selection criteria for materials, components or parts used in building services solutions. Back to Grading |
Technical project report and presentation with questioning |
|
K5
Techniques and methods to collect data and technical information for analysis and evaluation. Back to Grading |
Technical project report and presentation with questioning |
|
K6
Design principles and control processes used in the building services engineering consultancy, construction or manufacturing process, and the common constraints faced. Back to Grading |
Professional discussion underpinned by a portfolio |
|
K7
Technical drawings, designs, and models, using analytical and computer-based software packages. Back to Grading |
Professional discussion underpinned by a portfolio |
|
K8
Uses and limitations of computational and digital models, including Building Information Modelling (BIM). Back to Grading |
Professional discussion underpinned by a portfolio |
|
K9
Industry policies, standards, regulations and legislation, and codes of practice, including Building Safety legislation or BSI Flex 8670. Back to Grading |
Technical project report and presentation with questioning |
|
K10
Statutory health, safety and welfare policies, procedures, and regulations including Construction (Design and Management) (CDM). Back to Grading |
Professional discussion underpinned by a portfolio |
|
K11
Risk assessment and mitigation processes, and their importance in the building services environment. Back to Grading |
Professional discussion underpinned by a portfolio |
|
K12
Principles of sustainable development and their impact on the lifecycle of building services engineering solutions, including United Nations Sustainable Development Goals (UNSDG), net-zero carbon emissions, environmental policies and legislations, and the climate change act. Back to Grading |
Technical project report and presentation with questioning |
|
K13
Project management techniques, including quality and information management and assurance systems and continuous improvement processes. Back to Grading |
Professional discussion underpinned by a portfolio |
|
K14
Methods for planning and resourcing building services engineering tasks, and the impact on cost, quality, safety, security, and environment. Back to Grading |
Technical project report and presentation with questioning |
|
K15
Methods of communication and when to use them, using appropriate engineering terminology and conventions. Back to Grading |
Technical project report and presentation with questioning |
|
K16
Roles and responsibilities within the organisation, team dynamics and their own boundaries of authority. Back to Grading |
Professional discussion underpinned by a portfolio |
|
K17
Relationships between key organisations in the building services engineering sector (for example organisations, customers, partners and suppliers). Back to Grading |
Professional discussion underpinned by a portfolio |
|
K18
Equality, diversity and inclusion, its importance and impact on building services engineering solutions. Back to Grading |
Professional discussion underpinned by a portfolio |
|
K19
Ethical principles as applied to building services engineering including the need for security of data and information. Back to Grading |
Professional discussion underpinned by a portfolio |
|
K20
Methods to maintain professional competence and technical knowledge including initial professional development (IPD) and continuing professional development (CPD). Back to Grading |
Professional discussion underpinned by a portfolio |
| Skill | Assessment methods |
|---|---|
|
S1
Apply engineering principles, using relevant scientific, theoretical and technical know-how to solve well-defined building services engineering problems. Back to Grading |
Technical project report and presentation with questioning |
|
S2
Apply building services engineering techniques, procedures and methods, and review the results, when measuring and testing, designing, installing, commissioning, maintaining or operating building services engineering systems. Back to Grading |
Technical project report and presentation with questioning |
|
S3
Employ a range of advanced mathematical, statistical and data interpretation tools, using analytical and computational methods to interpret and solve well-defined building services engineering problems. Back to Grading |
Technical project report and presentation with questioning |
|
S4
Interpret and compare performance information to choose compliant materials, components or parts. Back to Grading |
Technical project report and presentation with questioning |
|
S5
Select and use technical literature and other sources of information and data to address well-defined building services engineering problems. Back to Grading |
Technical project report and presentation with questioning |
|
S6
Produce and interpret building services engineering technical drawings, designs, and models, using analytical and computer-based software packages, recognising the limitations of the software used. Back to Grading |
Professional discussion underpinned by a portfolio |
|
S7
Produce building services engineering technical solutions in accordance with relevant industry standards, procedures, codes of practice, regulations, and legislation. Back to Grading |
Technical project report and presentation with questioning |
|
S8
Comply with, and encourage others to demonstrate, statutory health, safety and welfare policies, procedures and regulation. Back to Grading |
Professional discussion underpinned by a portfolio |
|
S9
Complete risk assessments to identify, evaluate and mitigate risks. Back to Grading |
Professional discussion underpinned by a portfolio |
|
S10
Apply principles of sustainable development, and assess the impact of these in their work. Back to Grading |
Technical project report and presentation with questioning |
|
S11
Employ project management techniques, measuring and recording progress against building services engineering project plans. Back to Grading |
Professional discussion underpinned by a portfolio |
|
S12
Assess and report on quality using appropriate management and assurance systems and continuous improvement processes. Back to Grading |
Professional discussion underpinned by a portfolio |
|
S13
Identify and use resources, equipment and technology to meet project requirements, including specifications, budget and timescales. Back to Grading |
Technical project report and presentation with questioning |
|
S14
Monitor and manage individual performance, and supervise others, recognising the need to comply with appropriate codes of practice and equality, diversity & inclusion (EDI) requirements. Back to Grading |
Professional discussion underpinned by a portfolio |
|
S15
Communicate using appropriate methods for the audience, using appropriate engineering terminology and conventions. Back to Grading |
Technical project report and presentation with questioning |
|
S16
Apply ethical principles to building services engineering projects, including the secure use of data and information. Back to Grading |
Professional discussion underpinned by a portfolio |
|
S17
Plan, undertake and review their own professional competence, updating and reviewing their CPD to improve performance. Back to Grading |
Professional discussion underpinned by a portfolio |
| Behaviour | Assessment methods |
|---|---|
|
B1
Works to health, safety and welfare requirements, industry standards, statutory regulation and legislation, policies, and codes of practice, and ensuring others do likewise. Back to Grading |
Professional discussion underpinned by a portfolio |
|
B2
Makes independent decisions when delivering building services engineering projects, whilst knowing their own limitations and when to ask for help or to escalate. Back to Grading |
Technical project report and presentation with questioning |
|
B3
Works individually and as part of a team, being aware of their actions and the impact they may have on others, and demonstrating awareness of diversity and inclusion issues so as to meet the requirement of fairness at work. Back to Grading |
Professional discussion underpinned by a portfolio |
|
B4
Solves problems with attention to detail, accuracy, and diligence, and seeks to continually improve. Back to Grading |
Technical project report and presentation with questioning |
|
B5
Maintains professional and ethical working relationships with internal, external, and other stakeholders. Back to Grading |
Professional discussion underpinned by a portfolio |
|
B6
Takes responsibility for their own professional development, seeking opportunities to enhance their knowledge, skills, and experience, and support others when requested. Back to Grading |
Professional discussion underpinned by a portfolio |
| KSBS GROUPED BY THEME | Knowledge | Skills | Behaviour |
|---|---|---|---|
|
Building services engineering technical knowledge and techniques
K1 K2 S1 S2 |
Engineering principles, underpinned by relevant scientific, theoretical and technical knowledge and understanding to solve well-defined building services engineering problems. (K1) Building services engineering techniques, procedures and methods used for building services engineering systems, to either measure and test, design, install, commission, maintain or operate. (K2) |
Apply engineering principles, using relevant scientific, theoretical and technical know-how to solve well-defined building services engineering problems. (S1) Apply building services engineering techniques, procedures and methods, and review the results, when measuring and testing, designing, installing, commissioning, maintaining or operating building services engineering systems. (S2) |
None |
|
Data collection, analysis and evaluation
K3 K5 S3 S5 B4 |
Advanced mathematical, statistical and analytical problem-solving tools. (K3) Techniques and methods to collect data and technical information for analysis and evaluation. (K5) |
Employ a range of advanced mathematical, statistical and data interpretation tools, using analytical and computational methods to interpret and solve well-defined building services engineering problems. (S3) Select and use technical literature and other sources of information and data to address well-defined building services engineering problems. (S5) |
Solves problems with attention to detail, accuracy, and diligence, and seeks to continually improve. (B4) |
|
Use of resources and materials
K4 K14 S4 S13 B2 |
Properties of, and selection criteria for materials, components or parts used in building services solutions. (K4) Methods for planning and resourcing building services engineering tasks, and the impact on cost, quality, safety, security, and environment. (K14) |
Interpret and compare performance information to choose compliant materials, components or parts. (S4) Identify and use resources, equipment and technology to meet project requirements, including specifications, budget and timescales. (S13) |
Makes independent decisions when delivering building services engineering projects, whilst knowing their own limitations and when to ask for help or to escalate. (B2) |
|
Industry standards, policies and regulatory requirements
K9 K12 S7 S10 |
Industry policies, standards, regulations and legislation, and codes of practice, including Building Safety legislation or BSI Flex 8670. (K9) Principles of sustainable development and their impact on the lifecycle of building services engineering solutions, including United Nations Sustainable Development Goals (UNSDG), net-zero carbon emissions, environmental policies and legislations, and the climate change act. (K12) |
Produce building services engineering technical solutions in accordance with relevant industry standards, procedures, codes of practice, regulations, and legislation. (S7) Apply principles of sustainable development, and assess the impact of these in their work. (S10) |
None |
|
Communication
K15 S15 |
Methods of communication and when to use them, using appropriate engineering terminology and conventions. (K15) |
Communicate using appropriate methods for the audience, using appropriate engineering terminology and conventions. (S15) |
None |
| KSBS GROUPED BY THEME | Knowledge | Skills | Behaviour |
|---|---|---|---|
|
Design, technology and models in building services engineering information
K6 K7 K8 S6 |
Design principles and control processes used in the building services engineering consultancy, construction or manufacturing process, and the common constraints faced. (K6) Technical drawings, designs, and models, using analytical and computer-based software packages. (K7) Uses and limitations of computational and digital models, including Building Information Modelling (BIM). (K8) |
Produce and interpret building services engineering technical drawings, designs, and models, using analytical and computer-based software packages, recognising the limitations of the software used. (S6) |
None |
|
Project management and safe systems of work
K10 K11 K13 S8 S9 S11 S12 B1 |
Statutory health, safety and welfare policies, procedures, and regulations including Construction (Design and Management) (CDM). (K10) Risk assessment and mitigation processes, and their importance in the building services environment. (K11) Project management techniques, including quality and information management and assurance systems and continuous improvement processes. (K13) |
Comply with, and encourage others to demonstrate, statutory health, safety and welfare policies, procedures and regulation. (S8) Complete risk assessments to identify, evaluate and mitigate risks. (S9) Employ project management techniques, measuring and recording progress against building services engineering project plans. (S11) Assess and report on quality using appropriate management and assurance systems and continuous improvement processes. (S12) |
Works to health, safety and welfare requirements, industry standards, statutory regulation and legislation, policies, and codes of practice, and ensuring others do likewise. (B1) |
|
Roles, responsibilities and engagement with others
K16 K17 K18 S14 B3 B5 |
Roles and responsibilities within the organisation, team dynamics and their own boundaries of authority. (K16) Relationships between key organisations in the building services engineering sector (for example organisations, customers, partners and suppliers). (K17) Equality, diversity and inclusion, its importance and impact on building services engineering solutions. (K18) |
Monitor and manage individual performance, and supervise others, recognising the need to comply with appropriate codes of practice and equality, diversity & inclusion (EDI) requirements. (S14) |
Works individually and as part of a team, being aware of their actions and the impact they may have on others, and demonstrating awareness of diversity and inclusion issues so as to meet the requirement of fairness at work. (B3) Maintains professional and ethical working relationships with internal, external, and other stakeholders. (B5) |
|
Personal and professional practice
K19 K20 S16 S17 B6 |
Ethical principles as applied to building services engineering including the need for security of data and information. (K19) Methods to maintain professional competence and technical knowledge including initial professional development (IPD) and continuing professional development (CPD). (K20) |
Apply ethical principles to building services engineering projects, including the secure use of data and information. (S16) Plan, undertake and review their own professional competence, updating and reviewing their CPD to improve performance. (S17) |
Takes responsibility for their own professional development, seeking opportunities to enhance their knowledge, skills, and experience, and support others when requested. (B6) |
| Version | Change detail | Earliest start date | Latest start date | Latest end date |
|---|---|---|---|---|
| 1.3 | Occupational standard and end-point assessment plan revised. Update to mandated qualifications and reinstate component 2 information | 05/09/2024 | Not set | Not set |
| 1.2 | Occupational standard and end-point assessment plan revised. | 03/04/2024 | 04/09/2024 | Not set |
| 1.1 | Standard, funding band and end-point assessment plan revised | 01/07/2022 | 02/04/2024 | Not set |
| 1.0 | Approved for delivery | 08/05/2018 | 30/06/2022 | Not set |
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