This is not the latest approved version of this apprenticeship. View the latest version
This revised version of this apprenticeship has been agreed and is available for information. It will be approved for delivery and replace the current version for new starts once the funding band is agreed and after the notice period.
This apprenticeship is in revision
Proposal approved
Occupational standard approved
End-point assessment plan approved
This apprenticeship standard will be reviewed after three years
This occupation is found in both the new build and refurbishment construction sector. Projects include dwellings and non-dwellings, ranging from windows, doors, bi-fold doors in homes and public houses through to large new build office and housing developments. Fenestration is the arrangement and design of windows and other external glazed elements in a building with the exception of curtain walling. It can often be the most impressive feature of a building and covers a range of products e.g. windows, doors, bi-folds, rooflights and conservatories. Companies range in size from local micro businesses servicing only the domestic market and sourcing their products from manufacturers or trade suppliers through to large national employers who both manufacture and fit a wide range of fenestration products for dwellings and non-dwellings.
The broad purpose of this occupation is the on-site installation of a wide range of replacement and new build fenestration products in a property or structure. This could include windows, doors, bi-fold doors, and conservatories. Installers work with a broad range of materials (e.g. PVC-U, aluminium, steel, timber and composite) and a wide variety of building structures and building methods. The work is usually conducted on-site with a combination of working on the exterior of a building as well as from inside the building, sometimes working at height and in varying weather conditions. This occupation can progress to more specialist occupations through further training, e.g. curtain walling, surveying, and working on high-rise high-risk buildings which must comply to specific regulations since the Grenfell fire.
In their daily work, an employee in this occupation interacts with colleagues both on site (installation team and other trades) and office based (e.g. line manager, supervisor, customer service, designers). Installers often work as part of small teams either directly for end customers such as small shop owners, landlords, tenants or individual home owners or in large scale projects for developers. Therefore, they occasionally interact with site managers, architects and other trades.
An employee in this occupation will be responsible for completing their own work, with minimal supervision, ensuring they meet installation quality standards and deadlines. They may work as part of a team, with responsibility for a specific aspect of the installation, contributing to the completion of the project. As part of this, they will be expected to liaise with various clients some of whom may be and be aware of relevant legislation and regulations related to how they interact with clients, their working environment and work within these limitations.
| Duty | KSBs |
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Duty 1 Work in compliance with Health and Safety, and environmental requirements considering the Health and Safety of self and others. Report in a timely manner any non-compliances to the relevant person. |
K1 K2 K3 K6 K7 K8 K15 K16 K17 K18 K19 K20 K21 K22 K23 K24 K25 K26 K33 K34 K36 |
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Duty 2 Identify and confirm fenestration installation requirements and components. |
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Duty 3 Interpret the appropriate work plan for the job, taking into account factors such as environmental, structural, contractual and specification. |
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Duty 4 Locate, handle, store, load, transport and position fenestration materials and components safely. |
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Duty 5 Prepare the site, plant, equipment and access ready for installation. |
K1 K2 K4 K5 K7 K8 K9 K11 K12 K13 K18 K19 K20 K21 K24 K25 K35 |
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Duty 6 Remove existing fenestration, understanding what action should be taken or who to report situations to if problems arise |
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Duty 7 Take steps to ensure structural stability using structural supports. |
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Duty 8 Prepare the apertures, appropriate to the property |
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Duty 9 Fix fenestration units in place |
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Duty 10 Install glass units, infill panels and hardware |
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Duty 11 Make good and apply internal & external finishes |
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Duty 12 Maintain a clean and tidy work area throughout and upon completion of the works |
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Duty 13 Conduct interim and final inspections of the work and work area |
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Duty 14 Demonstrate the product and handover installation paperwork |
K1: Awareness of health and safety regulations, standards, and guidance (Emergencies and First Aid provision and mandatory reporting of accidents and near misses) and impact on role. Control of Substances Hazardous to Health (COSHH). Fire safety. Health and Safety at Work Act. Asbestos awareness. Manual handling. signage, fire extinguishers. Safety signage. Situational awareness. Slips, trips, and falls. Working in confined spaces. Working at height. Mobile elevated working platforms (MEWPS), Electrical safety, emergency stop procedures. Lone working. Safety equipment and guards on machinery and power tools.
Back to Duty
K2: Safety Control equipment and how to use personal protective equipment (PPE) Respiratory protective equipment (RPE) and dust suppression.
Back to Duty
K3: Site specific inductions, risk assessments and control measures, method statements and hazard identification in the work area.
Back to Duty
K4: Fenestration installation industry: domestic and commercial.
Back to Duty
K5: Characteristics, qualities and uses of fenestration products and an awareness of specialist products for enhanced performance, safety, security and fire rating.
Back to Duty
K6: Principles of window and door set: Window and Door set Energy Ratings and U values.
Back to Duty
K7: Verbal communication techniques. Giving and receiving information. Matching style to audience. Barriers in communication and how to overcome them. Fenestration terminology.
Back to Duty
K8: Traditional written and digital communication techniques within the fenestration industry.
Back to Duty
K9: Methods of interpreting and extracting relevant information from drawings, specifications, digital documents and work instructions, including manufacturer's instructions.
Back to Duty
K10: Information required to complete quality checks and reports.
Back to Duty
K11: Mechanical properties, use and limitations of fenestration materials: aluminium, steel, timber, composites, PVC-U.
Back to Duty
K12: Positioning and installation techniques of frames.
Back to Duty
K13: Fixtures and fastening purpose and use: Handles, hinges, locks, trickle vents, louvers and frame extensions.
Back to Duty
K14: Principles and purpose, use and storage of waterproofing products and systems: gaskets, DPCs, membranes, sealants, weather seals, drainage systems, vertical damp proof course and damp proofing under doors.
Back to Duty
K15: Installation of Insulating Glass Unit (IGU); correct orientation of unit (low e glass or coated glass), location on the façade, safety glass.
Back to Duty
K16: Principles of glazing systems: drainage, solid bedded systems, toeing and heeling (including packing of), system required holes such as pressure equalisation or weep holes.
Back to Duty
K17: Legislation, standards and regulations associated with fenestration activities: UKCA (UK Conformity Assessed) marking, Secured by Design, Building Regulations.
Back to Duty
K18: Principles of buildings: structural support, cavity wall, timber frame, steel frame.
Back to Duty
K19: Methods of removing existing fenestration products components from different construction materials: timber, stone, stone jams, rendering and in between brick.
Back to Duty
K20: Principles of identifying the structural support requirements for removal and installation of fenestration products.
Back to Duty
K21: Moving, handling and storing of materials, including loading and unloading of vehicles.
Back to Duty
K22: Awareness of environmental and sustainability regulations, Impact of the sector on the environment. Efficient use of resources, energy efficiency measures, types of external and internal insulation. Recycling, reuse and safe disposal of waste.
Back to Duty
K23: Responsibilities and methods for reporting non-compliance.
Back to Duty
K24: Tools and equipment used in fenestration installation: power tools, hand tools, cutting tools and measuring equipment.
Back to Duty
K25: Techniques for measuring, marking and drilling materials.
Back to Duty
K26: Methods of fixing: pack the frame in the aperture, selection of correct fastener or anchor, plug and screw, fix with sleeved anchors, brick screws, window lugs and door straps.
Back to Duty
K27: Interim inspection requirements: windows and doors are in working order to meet manufacturers' instructions, cleaning of frame rebates, cleaning of joints, de-burring of trickle vents including excess swarf. Operation of locks and hardware.
Back to Duty
K28: Methods of internal and external finishing: making good any damage, priming, sealing, trimmings, mouldings, backer rod or foam, scribing, trimmings, flashings, perimeter pressings and cladding.
Back to Duty
K29: Pre handover checks: Investigation of snags and snagging techniques.
Back to Duty
K30: Final inspection requirements: Final removal of all protective films, cleaning of glass and frames, cleaning of joints.
Back to Duty
K31: Handover process to commercial and domestic customers.
Back to Duty
K32: Contractual arrangements: penalty clauses, customer rights and product as described.
Back to Duty
K33: Principles of inclusion, equity and diversity in the workplace.
Back to Duty
K34: Well-being: mental and physical health considerations in self and others and how to access support.
Back to Duty
K35: Planning techniques: Order of works pre-installation checks, product and specification checks and aperture checks.
Back to Duty
K36: Working at height equipment and techniques for safe use: Steps, ladders, hop- ups and podiums.
Back to Duty
S1: Comply with Health and Safety regulations, standards and guidance.
Back to Duty
S2: Identify and use personal protective equipment (PPE).
Back to Duty
S3: Comply with industry regulations, standards and guidance.
Back to Duty
S4: Read, interpret, review risk assessments, implement control measures.
Back to Duty
S5: Use traditional or digital written methods to communicate with others.
Back to Duty
S6: Communicate with others verbally for example, colleagues and stakeholders.
Back to Duty
S7: Plan order of works, carry out pre-installation checks.
Back to Duty
S8: Prepare and maintain a safe working area.
Back to Duty
S9: Select, check and use hand and power tools and equipment.
Back to Duty
S10: Move, handle and store materials, including loading and unloading of vehicles.
Back to Duty
S11: Identify, install and remove temporary support requirements.
Back to Duty
S12: Remove existing fenestration products.
Back to Duty
S13: Comply with environmental and sustainability regulations, standards, and guidance, recycling and disposal.
Back to Duty
S14: Read and interpret information from manufacturers guidance and other sources, for example from drawings, specifications, digital documents or work instructions.
Back to Duty
S15: Prepare the frame for installation for example handles, hinges, locks, hardware, trickle vents or frame extensions.
Back to Duty
S16: Position and fix the frame in the opening ensuring level, plumb and square.
Back to Duty
S17: Position and install sashes.
Back to Duty
S18: Position and install, glazing and any infill materials into the frame.
Back to Duty
S19: Measure, cut, drill and fix trims.
Back to Duty
S20: Apply external seals for moisture and air penetration. For example, wet sealants, tapes, membranes and any associated products.
Back to Duty
S21: Interim inspection work and rectify or report any work that is incorrect or incomplete.
Back to Duty
S22: Complete final inspections and workplace documentation.
Back to Duty
S23: Complete a customer or site manager handover.
Back to Duty
S24: Check and use working at height equipment for example steps, ladders, hop-ups, and podiums.
Back to Duty
S25: Carry out and record planned and unplanned learning opportunities and development activities.
Back to Duty
S26: Carry out internal and external finishing for example making good any damage, priming, sealing, trimmings, mouldings, backer rod or foam, scribing, trimmings, flashings, perimeter pressings and cladding.
Back to Duty
S27: Prepare openings for installation.
Back to Duty
B1: Put wellbeing, health and safety first.
Back to Duty
B2: Take ownership of given work.
Back to Duty
B3: Maintain working relationships with colleagues, customers and others.
Back to Duty
B4: Consider the environment when using resources and carrying out processes.
Back to Duty
B5: Seek learning and development opportunities.
Back to Duty
B6: Contribute to an inclusive and diverse culture.
Back to Duty
This document explains the requirements for end-point assessment (EPA) for the fenestration installer apprenticeship. End-point assessment organisations (EPAOs) must follow this when designing and delivering the EPA.
Fenestration installer apprentices, their employers and training providers should read this document.
A full-time fenestration installer apprentice typically spends 18 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 select an approved EPAO from the apprenticeship provider 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 - observation with questions:
Assessment method 3 - interview underpinned by portfolio of evidence:
The result from each assessment method is combined to decide the overall apprenticeship grade. The following grades are available for the apprenticeship:
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On-programme - typically 18 months
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The apprentice must:
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End-point assessment gateway
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The apprentice’s employer must be content that the apprentice has attained sufficient KSBs to complete the apprenticeship. The apprentice must:
For the interview underpinned by portfolio of evidence, the apprentice must submit a portfolio of evidence.
The apprentice must submit the gateway evidence to their EPAO, including any organisation specific policies and procedures requested by the EPAO. |
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End-point assessment - typically 3 months
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The grades available for each assessment method are below
Multiple-choice test:
Observation with questions:
Interview underpinned by portfolio of evidence:
Overall EPA and apprenticeship can be graded:
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Re-sits and re-takes
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The EPA is taken in the EPA period. The EPA period starts when the EPAO confirms the gateway requirements have been met and is typically 3 months.
The EPAO should confirm the gateway requirements have been met and the EPA should start as quickly as possible.
The apprentice’s employer must be content that the apprentice has attained sufficient KSBs to complete the apprenticeship. The employer may take advice from the apprentice's training provider, but the employer must make the decision. The apprentice will then enter the gateway.
The apprentice must meet the gateway requirements before starting their EPA.
They must:
Portfolio of evidence requirements:
The apprentice must compile a portfolio of evidence during the on-programme period of the apprenticeship. It should only contain evidence related to the KSBs that will be assessed by this assessment method. It will typically contain 10 discrete pieces of evidence. Evidence must be mapped against the KSBs. Evidence may be used to demonstrate more than one KSB; a qualitative as opposed to quantitative approach is suggested.
Evidence sources may include:
This is not a definitive list; other evidence sources can be included.
The portfolio of evidence should not include reflective accounts or any methods of self-assessment. Any employer contributions should focus on direct observation of performance (for example, witness statements) rather than opinions. The evidence provided should be valid and attributable to the apprentice; the portfolio of evidence should contain a statement from the employer and apprentice confirming this.
The EPAO should not assess the portfolio of evidence directly as it underpins the interview The independent assessor should review the portfolio of evidence to prepare questions for the interview. They are not required to provide feedback after this review.
The apprentice must submit the gateway evidence to their EPAO, including 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 40 multiple-choice questions.
Multiple-choice questions must have four options, including one correct answer.
The apprentice must be given at least 2 weeks’ notice of the date and time of the test.
The apprentice must have 60 minutes to complete the test.
The test is closed book which means that the apprentice cannot refer to reference books or materials whilst taking the test.
The test must be taken in the presence of an invigilator who is the responsibility of the EPAO. The EPAO must have an invigilation policy setting out how the test must be conducted. It must state the ratio of apprentices to invigilators for the setting and allow the test to take place in a secure way.
The EPAO must verify the apprentice’s identity and ensure invigilation of the apprentice for example, with 360-degree cameras and screen sharing facilities.
The EPAO is responsible for the security of the test including the arrangements for on-line testing. The EPAO must ensure that their security arrangements maintain the validity and reliability of the test.
An independent assessor or marker employed by the EPAO must mark the test. They must follow a marking scheme produced by the EPAO. Marking by computer is allowed where the types of question 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 EPAO must ensure standardisation and moderation of tests with written answers.
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.
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 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. 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 6 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 may be split into discrete sections held on the same working day.
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:
*Simulated observation
Fenestration removal existing door and window only
It is understood that fenestration removal may not be available to apprentices who work on new build sites. However, it is recognised that fenestration removal knowledge and skills are essential for the occupational competence of the apprentice and therefore must be assessed via an observation. If fenestration removal is not available for natural observation in the workplace, then fenestration removal must be observed in a simulated environment. The EPAO and employer should make every effort to allow a natural workplace observation of fenestration removal to take place before a simulated observation of fenestration removal is applied. A simulated environment means a simulated observation carried out at the employers, training providers or EPAOs premises. A simulated observation of fenestration removal must only be used for those who are working on new build sites at the scheduled time of the workplace observation.
Assessment time where the use of simulated fenestration removal applies: For apprentices where the use of simulated fenestration removal applies, the overall assessment time of 6 hours remains the same, however the clock may be stopped once the workplace observation is complete. The remaining time should be allocated to the simulated fenestration removal. If the simulated fenestration removal is carried out in a different location to the workplace observation this may be carried out on a different day.
Simulated environments must:
KSBs in scope of simulation for the observation with questions are:
These activities provide the apprentice with the opportunity to demonstrate the KSBs mapped to this assessment method.
The independent assessor must ask questions.
The purpose of the questioning is to assess the apprentice's level of competence against the grading descriptors.
Questioning can occur during the observation. The time for questions asked during the observation is included in the overall assessment time. The independent assessor must ask at least 5 questions during the observation. To remain as unobtrusive as possible, the independent assessor should ask questions during natural stops between tasks rather than disrupting the apprentice’s flow. Follow-up questions are allowed where clarification is required. The independent assessor must use the questions from the EPAO’s question bank.
The independent assessor must ask questions about KSBs that were not observed to gather assessment evidence. These questions are in addition to the 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.
*Where the simulated fenestration removal observation applies, the simulated observation will take place in a simulated environment selected by the EPAO (for example the EPAO’s, training providers or employer’s premises). The simulated environment must relate to the apprentice’s natural work environment. Equipment and resources needed for the observation with questions must be provided by the EPAO or on behalf of the EPAO, who can liaise with the employer or training provider to provide these.
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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.
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.
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 should take place in a quiet room, free from distractions and influence.
The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO must maintain the security and confidentiality of EPA materials when consulting with employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.
The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.
The EPAO must ensure that the apprentice has a different set of questions in the case of re-sits or re-takes.
The EPAO must produce the following materials to support the interview underpinned by portfolio of evidence:
The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.
Fail - does not meet pass criteria
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Theme
KSBs
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Pass
Apprentices must demonstrate all of the pass descriptors
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Distinction
Apprentices must demonstrate all of the pass descriptors and all of the distinction descriptors
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Health and safety
K2 K3 S1 S2 S4 S8 B1 |
Prioritises health, safety and wellbeing and complies with health and safety regulations, standards and guidance. (S1, B1) Selects and uses personal protective equipment (PPE) respiratory protective equipment (RPE) and safety control equipment in line with organisational requirements and statutory requirements. (K2, S2) Prepares the work area and implements control measures to maintain a safe work area in line with the risk assessment and method statement. (K3, S4, S8) |
Explains the importance of using personal protective equipment, respiratory protective equipment, dust suppression and safety control equipment appropriate to the task. (K2, S2) |
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Drawings and documentation
K9 S14 |
Interprets information from manufacturer's guidance, and other sources in line with the task requirements. (K9, S14) |
Explains the importance of correctly reading and interpreting drawings, manufacturer's guidance and specifications. (K9, S14) |
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Planning
K35 S7 |
Plans and carries out order of works pre installation checks of the products and aperture in-line with the organisational procedures to ensure the products are correct to the specification and will fit in the opening. (K35, S7) |
None. |
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Tools and equipment
K24 S9 |
Selects, checks and uses hand, power and cutting tools, and equipment, including measuring equipment as required for the completion of the fenestration activity in line with manufactures instructions. (K24, S9) |
Explains their choice of tools and equipment. (K24, S9) |
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Removal of products
K19 S12 |
Selects a method and removes all previously fitted fenestration products in line with the risk assessment and the job specification. (K19, S12) |
Removes the existing fenestration product using a method that requires no making good of the aperture. (K19, S12) |
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Prepare, position, install and fix
K12 K13 K14 K15 K25 K26 K28 S3 S15 S16 S17 S18 S19 S20 S26 S27 B2 |
Prepares the opening and the frame for installation complying with industry regulations, standards and guidance, ensuring that the fixtures and fasteners are fitted in line with the job specifications. (K13, S3, S15, S27) Positions the frame in the opening ensuring level, plumb and square. Fixes the frame, selecting the method and material to meet the job specification. (K12, K26, S16) Measures, marks, cuts, and drills to the job specification and fixes trims taking ownership of their given work. (K25, S19, B2) Positions and installs the insulating glass unit (IGU), and infill materials where required, to meet the job specification and correct unit orientation. (K15, S18) Positions and installs sashes and waterproofing products, and external seals for moisture and air penetration in line with the manufacturer's guidance and the job specification. (K14, S17, S20) Carries out internal and external finishing for the task complying with industry regulations, standards and guidance. (K28, S26) |
Explains how correctly orientating the insulating glass unit (IGU) impacts its performance. (K15, S18) |
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Working at height
K36 S24 |
Checks and uses working at height equipment for example, steps, ladders, hop- ups and podiums in line with organisational procedures and the job requirements. (K36, S24) |
None. |
Fail - does not meet pass criteria
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Theme
KSBs
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Pass
Apprentices must demonstrate all of the pass descriptors
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Distinction
Apprentices must demonstrate all of the pass descriptors and all of the distinction descriptors
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Communication
K7 K8 S5 S6 B3 |
Describes how they use verbal communication for information exchange to maintain relationships with colleagues and stakeholders, adapting style to audience and to overcome barriers. (K7, S6, B3) Describes how they communicate with others using written techniques, in a way that is suitable for the context. (K8, S5) |
None. |
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Manual handling
K21 S10 |
Describes how they move handle and store materials including the loading and unloading of vehicles. (K21, S10) |
Explains why specific techniques must be used when moving, handling and storing the materials. (K21, S10) |
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Structural support
K20 S11 |
Describes how they would select, install and remove the temporary structural supports required to support the opening during the removal and installation of the fenestration product. (K20, S11) |
Explains why the selected temporary structural support was selected for the removal and installation of the fenestration product. (K20, S11) |
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Inspection and finishing techniques
K27 K30 S21 S22 |
Describes the requirements for carrying out an interim inspection of the fitted product, ensuring the product is in working order, frames are clean, vents are free from swarf and the operation of lock and hardware. Describes how they have reported work, or carried out repairs to internal or external finishings when work is incorrect or incomplete. (K27, S21) Describes how they carry out final inspections of the fitted fenestration product explaining the importance of ensuring that the product is clean free from damage and protective films are removed and complete workplace documentation in line with organisational procedures. (K30, S22) |
Outlines the impact on the business of carrying out final inspections of completed work in line with organisational procedures. (K27) |
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Handover process and documentation
K10 K29 K31 S23 |
Describes how they complete the snagging, quality checks and the handover process and explains what information and documentation they pass to the customer or site manager. (K10 K29, K31, S23)
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None. |
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Environmental and sustainability
K22 S13 B4 |
Describes how they comply with environmental and sustainability standards, regulations, and manufacturers’ guidance when using materials and disposing of waste materials. (K22, S13, B4) |
Explains how actions they take when following sustainability regulations standards, and guidelines when disposing of waste reduces the impact on the environment. (K22, S13, B4) |
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CPD, Wellbeing and Equity, diversity and inclusion
K33 K34 S25 B5 B6 |
Describes how they have maintained and enhanced their competence in their area of practice through learning and development opportunities they have sought. (S25, B5) Describes the mental and physical health considerations that impact on individuals' ability to complete the role safely and how to access support if needed. (K34) Describes how they follow and support equity, diversity, and inclusion in their work in line with guidance. (K33, B6)
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Explains why equity, diversity and inclusivity legislation is important in the fenestration industry. (K33, B6) |
| Grade | Minimum marks required | Maximum marks required |
|---|---|---|
| Fail | 0 | 24 |
| Pass | 25 | 32 |
| Distinction | 33 | 40 |
Performance in the EPA determines the overall grade of:
An independent assessor must individually grade the: observation with questions and interview underpinned by portfolio of evidence in line with this EPA plan.
The EPAO must combine the individual assessment method grades to determine the overall EPA grade.
If the apprentice fails one assessment method or more, they will be awarded an overall fail.
To achieve an overall pass, the apprentice must achieve at least a pass in all the assessment methods. To achieve an overall EPA merit, the apprentice must gain a distinction in the practical assessment and a distinction in one other assessment method. To achieve an overall EPA distinction, the apprentice must gain a distinction in all the assessment methods.
Grades from individual assessment methods must be combined in the following way to determine the grade of the EPA overall.
| Multiple-choice test | Observation with questions | Interview underpinned by portfolio of evidence | Overall Grading |
|---|---|---|---|
| Any grade | Any grade | Fail | Fail |
| Any grade | Fail | Any grade | Fail |
| Fail | Any grade | Any grade | Fail |
| Pass | Pass | Pass | Pass |
| Pass | Distinction | Pass | Pass |
| Pass | Pass | Distinction | Pass |
| Distinction | Distinction | Pass | Merit |
| Pass | Distinction | Distinction | Merit |
| Distinction | Distinction | Distinction | Distinction |
If the apprentice fails one assessment method or more, they can take a re-sit or a re-take at their employer’s discretion. The apprentice’s employer needs to agree that a re-sit or re-take is appropriate. A re-sit does not need further learning, whereas a re-take does. The apprentice should have a supportive action plan to prepare for a re-sit or a re-take.
The employer and the EPAO should agree the timescale for a re-sit or re-take. A re-sit is typically taken within 2 months of the EPA outcome notification. The timescale for a re-take is dependent on how much re-training is required and is typically taken within 3 months of the EPA outcome notification.
Failed assessment methods will typically be re-sat or re-taken within a 6-month period from the EPA outcome notification.
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:
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Employer |
As a minimum, the apprentice's employer must:
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|
EPAO |
As a minimum, the EPAO must:
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Independent assessor |
As a minimum, an independent assessor must:
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Training provider |
As a minimum, the training provider must:
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Marker |
As a minimum, the marker must:
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Invigilator |
As a minimum, the invigilator must:
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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
Awareness of health and safety regulations, standards, and guidance (Emergencies and First Aid provision and mandatory reporting of accidents and near misses) and impact on role. Control of Substances Hazardous to Health (COSHH). Fire safety. Health and Safety at Work Act. Asbestos awareness. Manual handling. signage, fire extinguishers. Safety signage. Situational awareness. Slips, trips, and falls. Working in confined spaces. Working at height. Mobile elevated working platforms (MEWPS), Electrical safety, emergency stop procedures. Lone working. Safety equipment and guards on machinery and power tools. Back to Grading |
Multiple-choice test |
|
K2
Safety Control equipment and how to use personal protective equipment (PPE) Respiratory protective equipment (RPE) and dust suppression. Back to Grading |
Observation with questions |
|
K3
Site specific inductions, risk assessments and control measures, method statements and hazard identification in the work area. Back to Grading |
Observation with questions |
|
K4
Fenestration installation industry: domestic and commercial. Back to Grading |
Multiple-choice test |
|
K5
Characteristics, qualities and uses of fenestration products and an awareness of specialist products for enhanced performance, safety, security and fire rating. Back to Grading |
Multiple-choice test |
|
K6
Principles of window and door set: Window and Door set Energy Ratings and U values. Back to Grading |
Multiple-choice test |
|
K7
Verbal communication techniques. Giving and receiving information. Matching style to audience. Barriers in communication and how to overcome them. Fenestration terminology. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K8
Traditional written and digital communication techniques within the fenestration industry. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K9
Methods of interpreting and extracting relevant information from drawings, specifications, digital documents and work instructions, including manufacturer's instructions. Back to Grading |
Observation with questions |
|
K10
Information required to complete quality checks and reports. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K11
Mechanical properties, use and limitations of fenestration materials: aluminium, steel, timber, composites, PVC-U. Back to Grading |
Multiple-choice test |
|
K12
Positioning and installation techniques of frames. Back to Grading |
Observation with questions |
|
K13
Fixtures and fastening purpose and use: Handles, hinges, locks, trickle vents, louvers and frame extensions. Back to Grading |
Observation with questions |
|
K14
Principles and purpose, use and storage of waterproofing products and systems: gaskets, DPCs, membranes, sealants, weather seals, drainage systems, vertical damp proof course and damp proofing under doors. Back to Grading |
Observation with questions |
|
K15
Installation of Insulating Glass Unit (IGU); correct orientation of unit (low e glass or coated glass), location on the façade, safety glass. Back to Grading |
Observation with questions |
|
K16
Principles of glazing systems: drainage, solid bedded systems, toeing and heeling (including packing of), system required holes such as pressure equalisation or weep holes. Back to Grading |
Multiple-choice test |
|
K17
Legislation, standards and regulations associated with fenestration activities: UKCA (UK Conformity Assessed) marking, Secured by Design, Building Regulations. Back to Grading |
Multiple-choice test |
|
K18
Principles of buildings: structural support, cavity wall, timber frame, steel frame. Back to Grading |
Multiple-choice test |
|
K19
Methods of removing existing fenestration products components from different construction materials: timber, stone, stone jams, rendering and in between brick. Back to Grading |
Observation with questions |
|
K20
Principles of identifying the structural support requirements for removal and installation of fenestration products. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K21
Moving, handling and storing of materials, including loading and unloading of vehicles. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K22
Awareness of environmental and sustainability regulations, Impact of the sector on the environment. Efficient use of resources, energy efficiency measures, types of external and internal insulation. Recycling, reuse and safe disposal of waste. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K23
Responsibilities and methods for reporting non-compliance. Back to Grading |
Multiple-choice test |
|
K24
Tools and equipment used in fenestration installation: power tools, hand tools, cutting tools and measuring equipment. Back to Grading |
Observation with questions |
|
K25
Techniques for measuring, marking and drilling materials. Back to Grading |
Observation with questions |
|
K26
Methods of fixing: pack the frame in the aperture, selection of correct fastener or anchor, plug and screw, fix with sleeved anchors, brick screws, window lugs and door straps. Back to Grading |
Observation with questions |
|
K27
Interim inspection requirements: windows and doors are in working order to meet manufacturers' instructions, cleaning of frame rebates, cleaning of joints, de-burring of trickle vents including excess swarf. Operation of locks and hardware. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K28
Methods of internal and external finishing: making good any damage, priming, sealing, trimmings, mouldings, backer rod or foam, scribing, trimmings, flashings, perimeter pressings and cladding. Back to Grading |
Observation with questions |
|
K29
Pre handover checks: Investigation of snags and snagging techniques. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K30
Final inspection requirements: Final removal of all protective films, cleaning of glass and frames, cleaning of joints. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K31
Handover process to commercial and domestic customers. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K32
Contractual arrangements: penalty clauses, customer rights and product as described. Back to Grading |
Multiple-choice test |
|
K33
Principles of inclusion, equity and diversity in the workplace. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K34
Well-being: mental and physical health considerations in self and others and how to access support. Back to Grading |
Interview underpinned by portfolio of evidence |
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K35
Planning techniques: Order of works pre-installation checks, product and specification checks and aperture checks. Back to Grading |
Observation with questions |
|
K36
Working at height equipment and techniques for safe use: Steps, ladders, hop- ups and podiums. Back to Grading |
Observation with questions |
| Skill | Assessment methods |
|---|---|
|
S1
Comply with Health and Safety regulations, standards and guidance. Back to Grading |
Observation with questions |
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S2
Identify and use personal protective equipment (PPE). Back to Grading |
Observation with questions |
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S3
Comply with industry regulations, standards and guidance. Back to Grading |
Observation with questions |
|
S4
Read, interpret, review risk assessments, implement control measures. Back to Grading |
Observation with questions |
|
S5
Use traditional or digital written methods to communicate with others. Back to Grading |
Interview underpinned by portfolio of evidence |
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S6
Communicate with others verbally for example, colleagues and stakeholders. Back to Grading |
Interview underpinned by portfolio of evidence |
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S7
Plan order of works, carry out pre-installation checks. Back to Grading |
Observation with questions |
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S8
Prepare and maintain a safe working area. Back to Grading |
Observation with questions |
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S9
Select, check and use hand and power tools and equipment. Back to Grading |
Observation with questions |
|
S10
Move, handle and store materials, including loading and unloading of vehicles. Back to Grading |
Interview underpinned by portfolio of evidence |
|
S11
Identify, install and remove temporary support requirements. Back to Grading |
Interview underpinned by portfolio of evidence |
|
S12
Remove existing fenestration products. Back to Grading |
Observation with questions |
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S13
Comply with environmental and sustainability regulations, standards, and guidance, recycling and disposal. Back to Grading |
Interview underpinned by portfolio of evidence |
|
S14
Read and interpret information from manufacturers guidance and other sources, for example from drawings, specifications, digital documents or work instructions. Back to Grading |
Observation with questions |
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S15
Prepare the frame for installation for example handles, hinges, locks, hardware, trickle vents or frame extensions. Back to Grading |
Observation with questions |
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S16
Position and fix the frame in the opening ensuring level, plumb and square. Back to Grading |
Observation with questions |
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S17
Position and install sashes. Back to Grading |
Observation with questions |
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S18
Position and install, glazing and any infill materials into the frame. Back to Grading |
Observation with questions |
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S19
Measure, cut, drill and fix trims. Back to Grading |
Observation with questions |
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S20
Apply external seals for moisture and air penetration. For example, wet sealants, tapes, membranes and any associated products. Back to Grading |
Observation with questions |
|
S21
Interim inspection work and rectify or report any work that is incorrect or incomplete. Back to Grading |
Interview underpinned by portfolio of evidence |
|
S22
Complete final inspections and workplace documentation. Back to Grading |
Interview underpinned by portfolio of evidence |
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S23
Complete a customer or site manager handover. Back to Grading |
Interview underpinned by portfolio of evidence |
|
S24
Check and use working at height equipment for example steps, ladders, hop-ups, and podiums. Back to Grading |
Observation with questions |
|
S25
Carry out and record planned and unplanned learning opportunities and development activities. Back to Grading |
Interview underpinned by portfolio of evidence |
|
S26
Carry out internal and external finishing for example making good any damage, priming, sealing, trimmings, mouldings, backer rod or foam, scribing, trimmings, flashings, perimeter pressings and cladding. Back to Grading |
Observation with questions |
|
S27
Prepare openings for installation. Back to Grading |
Observation with questions |
| Behaviour | Assessment methods |
|---|---|
|
B1
Put wellbeing, health and safety first. Back to Grading |
Observation with questions |
|
B2
Take ownership of given work. Back to Grading |
Observation with questions |
|
B3
Maintain working relationships with colleagues, customers and others. Back to Grading |
Interview underpinned by portfolio of evidence |
|
B4
Consider the environment when using resources and carrying out processes. Back to Grading |
Interview underpinned by portfolio of evidence |
|
B5
Seek learning and development opportunities. Back to Grading |
Interview underpinned by portfolio of evidence |
|
B6
Contribute to an inclusive and diverse culture. Back to Grading |
Interview underpinned by portfolio of evidence |
| KSBS GROUPED BY THEME | Knowledge | Skills | Behaviour |
|---|---|---|---|
|
Health and safety
K2 K3 S1 S2 S4 S8 B1 |
Safety Control equipment and how to use personal protective equipment (PPE) Respiratory protective equipment (RPE) and dust suppression. (K2) Site specific inductions, risk assessments and control measures, method statements and hazard identification in the work area. (K3) |
Comply with Health and Safety regulations, standards and guidance. (S1) Identify and use personal protective equipment (PPE). (S2) Read, interpret, review risk assessments, implement control measures. (S4) Prepare and maintain a safe working area. (S8) |
Put wellbeing, health and safety first. (B1) |
|
Drawings and documentation
K9 S14 |
Methods of interpreting and extracting relevant information from drawings, specifications, digital documents and work instructions, including manufacturer's instructions. (K9) |
Read and interpret information from manufacturers guidance and other sources, for example from drawings, specifications, digital documents or work instructions. (S14) |
None |
|
Planning
K35 S7 |
Planning techniques: Order of works pre-installation checks, product and specification checks and aperture checks. (K35) |
Plan order of works, carry out pre-installation checks. (S7) |
None |
|
Tools and equipment
K24 S9 |
Tools and equipment used in fenestration installation: power tools, hand tools, cutting tools and measuring equipment. (K24) |
Select, check and use hand and power tools and equipment. (S9) |
None |
|
Removal of products
K19 S12 |
Methods of removing existing fenestration products components from different construction materials: timber, stone, stone jams, rendering and in between brick. (K19) |
Remove existing fenestration products. (S12) |
None |
|
Prepare, position, install and fix
K12 K13 K14 K15 K25 K26 K28 S3 S15 S16 S17 S18 S19 S20 S26 S27 B2 |
Positioning and installation techniques of frames. (K12) Fixtures and fastening purpose and use: Handles, hinges, locks, trickle vents, louvers and frame extensions. (K13) Principles and purpose, use and storage of waterproofing products and systems: gaskets, DPCs, membranes, sealants, weather seals, drainage systems, vertical damp proof course and damp proofing under doors. (K14) Installation of Insulating Glass Unit (IGU); correct orientation of unit (low e glass or coated glass), location on the façade, safety glass. (K15) Techniques for measuring, marking and drilling materials. (K25) Methods of fixing: pack the frame in the aperture, selection of correct fastener or anchor, plug and screw, fix with sleeved anchors, brick screws, window lugs and door straps. (K26) Methods of internal and external finishing: making good any damage, priming, sealing, trimmings, mouldings, backer rod or foam, scribing, trimmings, flashings, perimeter pressings and cladding. (K28) |
Comply with industry regulations, standards and guidance. (S3) Prepare the frame for installation for example handles, hinges, locks, hardware, trickle vents or frame extensions. (S15) Position and fix the frame in the opening ensuring level, plumb and square. (S16) Position and install sashes. (S17) Position and install, glazing and any infill materials into the frame. (S18) Measure, cut, drill and fix trims. (S19) Apply external seals for moisture and air penetration. For example, wet sealants, tapes, membranes and any associated products. (S20) Carry out internal and external finishing for example making good any damage, priming, sealing, trimmings, mouldings, backer rod or foam, scribing, trimmings, flashings, perimeter pressings and cladding. (S26) Prepare openings for installation. (S27) |
Take ownership of given work. (B2) |
|
Working at height
K36 S24 |
Working at height equipment and techniques for safe use: Steps, ladders, hop- ups and podiums. (K36) |
Check and use working at height equipment for example steps, ladders, hop-ups, and podiums. (S24) |
None |
| KSBS GROUPED BY THEME | Knowledge | Skills | Behaviour |
|---|---|---|---|
|
Communication
K7 K8 S5 S6 B3 |
Verbal communication techniques. Giving and receiving information. Matching style to audience. Barriers in communication and how to overcome them. Fenestration terminology. (K7) Traditional written and digital communication techniques within the fenestration industry. (K8) |
Use traditional or digital written methods to communicate with others. (S5) Communicate with others verbally for example, colleagues and stakeholders. (S6) |
Maintain working relationships with colleagues, customers and others. (B3) |
|
Manual handling
K21 S10 |
Moving, handling and storing of materials, including loading and unloading of vehicles. (K21) |
Move, handle and store materials, including loading and unloading of vehicles. (S10) |
None |
|
Structural support
K20 S11 |
Principles of identifying the structural support requirements for removal and installation of fenestration products. (K20) |
Identify, install and remove temporary support requirements. (S11) |
None |
|
Inspection and finishing techniques
K27 K30 S21 S22 |
Interim inspection requirements: windows and doors are in working order to meet manufacturers' instructions, cleaning of frame rebates, cleaning of joints, de-burring of trickle vents including excess swarf. Operation of locks and hardware. (K27) Final inspection requirements: Final removal of all protective films, cleaning of glass and frames, cleaning of joints. (K30) |
Interim inspection work and rectify or report any work that is incorrect or incomplete. (S21) Complete final inspections and workplace documentation. (S22) |
None |
|
Handover process and documentation
K10 K29 K31 S23 |
Information required to complete quality checks and reports. (K10) Pre handover checks: Investigation of snags and snagging techniques. (K29) Handover process to commercial and domestic customers. (K31) |
Complete a customer or site manager handover. (S23) |
None |
|
Environmental and sustainability
K22 S13 B4 |
Awareness of environmental and sustainability regulations, Impact of the sector on the environment. Efficient use of resources, energy efficiency measures, types of external and internal insulation. Recycling, reuse and safe disposal of waste. (K22) |
Comply with environmental and sustainability regulations, standards, and guidance, recycling and disposal. (S13) |
Consider the environment when using resources and carrying out processes. (B4) |
|
CPD, Wellbeing and Equity, diversity and inclusion
K33 K34 S25 B5 B6 |
Principles of inclusion, equity and diversity in the workplace. (K33) Well-being: mental and physical health considerations in self and others and how to access support. (K34) |
Carry out and record planned and unplanned learning opportunities and development activities. (S25) |
Seek learning and development opportunities. (B5) Contribute to an inclusive and diverse culture. (B6) |
Contact us about this apprenticeship
| Version | Change detail | Earliest start date | Latest start date | Latest end date |
|---|---|---|---|---|
| Revised version awaiting implementation | In revision | Not set | Not set | Not set |
| 1.0 | Approved for delivery | 27/09/2019 | Not set | Not set |
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