Key information

  1. Status: Approved for delivery
  2. Reference: ST0521
  3. Version: 1.1
  4. Level: 3
  5. Typical duration to gateway: 24 months
  6. Typical EPA period: 3 months
  7. Maximum funding: £20000
  8. Route: Construction and the built environment
  9. Date updated: 22/12/2023
  10. Approved for delivery: 9 February 2018
  11. Lars code: 233
  12. EQA provider: Ofqual
  13. Review:

    This apprenticeship standard will be reviewed after three years.

Print apprenticeship summary

Apprenticeship summary

Overview of the role

Applying and fabricating insulation and cladding materials.

Occupation summary

This occupation is found within the Construction industry. Depending upon the industry sector, Thermal Insulation Technicians may work on a diverse range of sites working wherever pipework and services are located i.e. inside the plant or outside on the wider site:

  • Process Plants (Chemical, food, brewing etc)
  • Commercial Construction sites (Offices, Hotels, Schools, Leisure & Hospitals etc)
  • Shipyards. 
  • Power Generation (Oil, Gas, Nuclear etc)

The broad purpose of the occupation for Thermal Insulation Technician apply multi-layer applications of specialist insulation systems, comprising of layers of high performance insulation, vapour barriers and weatherproof cladding

In their daily work a Thermal Insulation Technician creates bespoke patterns using technical drawing equipment to fabricate specialist cladding materials, which are applied on top of specialist insulation systems to complex pipework, ductwork and vessels. The cladding material is required to protect the insulation system from environmental damage.

An employee in this occupation can expect to work in a supervisory capacity, mentoring and advising other operatives and assisting with the management of projects.  They will ensure the appropriate standard and quality of work is maintained and that it conforms to the design specifications, taking any corrective actions they consider necessary. 

 

Typical job titles include:

Industrial thermal insulation technician

Duties

  • Duty 1 Work in compliance with occupational health, safety and environmental requirements to ensure the health, safety and wellbeing of self and others at all times.
  • Duty 2 Carry out their work in compliance with all current and relevant regulations and quality standards, where appropriate checking the work of others for compliance.
  • Duty 3 Ensure compliance with quality standards and site specifications.
  • Duty 4 Proactively collaborate with stakeholders, clients and other colleagues to assess site conditions, ensuring good relationships are developed and maintained.
  • Duty 5 Supervise activities of Thermal Insulation operatives including following technical design specification, instructions and data sheets including digital information
  • Duty 6 Plan work to ensure optimum quality and efficiency from the team, in line with weather conditions
  • Duty 7 Maintain a clear and safe worksite at all times, promoting sustainability practices
  • Duty 8 Design and develop patterns, fit and fabricate cladding and procure resources and materials in line with job specifications and instructions
  • Duty 9 Carry out continuous professional development to maintain knowledge of current and future developments affecting the role and share with others

Apprenticeship summary

ST0521, industrial thermal insulation technician level 3

This is a summary of the key things that you – the apprentice and your employer need to know about your end-point assessment (EPA). You and your employer should read the EPA plan for the full details. It has information on assessment method requirements, roles and responsibilities, and re-sits and re-takes.

What is an end-point assessment and why it happens

An EPA is an assessment at the end of your apprenticeship. It will assess you against the knowledge, skills, and behaviours (KSBs) in the occupational standard. Your training will cover the KSBs. The EPA is your opportunity to show an independent assessor how well you can carry out the occupation you have been trained for.

Your employer will choose an end-point assessment organisation (EPAO) to deliver the EPA. Your employer and training provider should tell you what to expect and how to prepare for your EPA.

The length of the training for this apprenticeship is typically 24 months. The EPA period is typically 3 months.

The overall grades available for this apprenticeship are:

  • fail
  • pass
  • distinction

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

EPA gateway

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

The gateway requirements for your EPA are:

  • achieved English and mathematics qualifications in line with the apprenticeship funding rules
  • for the interview underpinned by a portfolio of evidence, you must submit a portfolio of evidence

Assessment methods


Multiple-choice test

You will complete a multiple-choice test. It will be closed book, meaning you will not have access to any books or reference materials.

The test will have 20 multiple-choice questions. You will have 30 minutes to complete it.



Practical assessment with questions

You will be observed by an independent assessor completing a set of tasks. It will last 12 hours. They will ask you at least 5 questions.


Interview underpinned by a portfolio of evidence

You will have an interview with an independent assessor. It will last at least 60 minutes. They will ask you at least 9 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.

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

Who to contact for help or more information

You should speak to your employer if you have a query that relates to your job.

You should speak to your training provider if you have any questions about your training or EPA before it starts.

You should receive detailed information and support from the EPAO before the EPA starts. You should speak to them if you have any questions about your EPA once it has started.


Reasonable adjustments

If you have a disability, a physical or mental health condition or other special considerations, you may be able to have a reasonable adjustment that takes this into account. You should speak to your employer, training provider and EPAO and ask them what support you can get. The EPAO will decide if an adjustment is appropriate.

Print occupational standard

Details of the occupational standard

Occupation summary

This occupation is found within the Construction industry. Depending upon the industry sector, Thermal Insulation Technicians may work on a diverse range of sites working wherever pipework and services are located i.e. inside the plant or outside on the wider site:

  • Process Plants (Chemical, food, brewing etc)
  • Commercial Construction sites (Offices, Hotels, Schools, Leisure & Hospitals etc)
  • Shipyards. 
  • Power Generation (Oil, Gas, Nuclear etc)

The broad purpose of the occupation for Thermal Insulation Technician apply multi-layer applications of specialist insulation systems, comprising of layers of high performance insulation, vapour barriers and weatherproof cladding

In their daily work a Thermal Insulation Technician creates bespoke patterns using technical drawing equipment to fabricate specialist cladding materials, which are applied on top of specialist insulation systems to complex pipework, ductwork and vessels. The cladding material is required to protect the insulation system from environmental damage.

An employee in this occupation can expect to work in a supervisory capacity, mentoring and advising other operatives and assisting with the management of projects.  They will ensure the appropriate standard and quality of work is maintained and that it conforms to the design specifications, taking any corrective actions they consider necessary. 

 

Typical job titles include:

Industrial thermal insulation technician

Occupation duties

Duty KSBs

Duty 1 Work in compliance with occupational health, safety and environmental requirements to ensure the health, safety and wellbeing of self and others at all times.

K1 K9 K10 K17 K20 K24 K25 K26 K28 K29

S1 S6 S8 S10 S11 S12 S17 S18 S19

B1 B5

Duty 2 Carry out their work in compliance with all current and relevant regulations and quality standards, where appropriate checking the work of others for compliance.

K1 K2 K9 K10 K17 K18 K19 K26 K29

S1 S5 S6 S7 S8 S10 S11 S12 S18 S19

B1

Duty 3 Ensure compliance with quality standards and site specifications.

K1 K2 K3 K4 K9 K15 K16 K17 K18 K19 K23 K26

S1 S2 S3 S5 S8 S9 S15 S16 S18 S19

B1

Duty 4 Proactively collaborate with stakeholders, clients and other colleagues to assess site conditions, ensuring good relationships are developed and maintained.

K1 K2 K27

S3 S9 S13

B2 B4

Duty 5 Supervise activities of Thermal Insulation operatives including following technical design specification, instructions and data sheets including digital information

K1 K10 K11 K21 K22

S2 S4 S9 S13 S14 S18

B1 B2 B4

Duty 6 Plan work to ensure optimum quality and efficiency from the team, in line with weather conditions

K2 K6 K7 K8 K21

S2 S3

B2

Duty 7 Maintain a clear and safe worksite at all times, promoting sustainability practices

K1 K16 K18 K19

B1 B5

Duty 8 Design and develop patterns, fit and fabricate cladding and procure resources and materials in line with job specifications and instructions

K3 K4 K5 K6 K7 K8 K9 K11 K12 K14 K20

S2 S5 S6 S7 S8 S9 S10 S11 S15 S16

Duty 9 Carry out continuous professional development to maintain knowledge of current and future developments affecting the role and share with others

K13 K22 K24 K25

S14

B2 B3 B5 B6

KSBs

Knowledge

K1: Health and safety regulations, relevance to the occupation and the technicians responsibilities. Health and Safety at Work Act, Control of Substances Hazardous to Health (COSHH). Manual handling, Working at height, Slips, trips and falls, Fire Safety and Environmental Awareness. Back to Duty

K2: Methods of interpreting and extracting relevant information from drawings, specifications and work instructions using paper based or digital methods. Back to Duty

K3: Resource calculation techniques: quantity, length and area of materials used for insulation and cladding to minimise waste. Back to Duty

K4: Principles of manual technical drawing used to design and develop bespoke cladding patterns for simple and complex fabrication methods Back to Duty

K5: Methods of fabricating sheet metal cladding: simple and complex parallel line, radial line and triangulation Back to Duty

K6: Characteristics of bespoke cladding systems: vapour barriers and weatherproof cladding Back to Duty

K7: Characteristics of multi layered insulation systems: closed cell and open cell insulation Back to Duty

K8: Principles and methods of selecting and installing multi layered insulation systems: closed cell and open cell insulation Back to Duty

K9: Specialist thermal installation techniques: multi layer, closely fitting and staggered joints of pipework, ductwork, storage tanks, vessels, reactors, turbines, boilers and bulkheads. Back to Duty

K10: Principles of thermal conductivity in insulation products: temperatures and personnel protection. Back to Duty

K11: Techniques of cladding fabrication for: pipework, ductwork of storage tanks, vessels, reactors, turbines, boilers and bulkheads. Back to Duty

K12: Principles of procurement and supply chain management in the thermal insulation industry. Back to Duty

K13: Environmental and sustainability regulations and guidance within the insulation industry: carbon footprint impacts, costs and benefits. Back to Duty

K14: Principles and techniques for the selection and installation of sheet metal and specialist cladding systems: jointing, sealing and weatherproofing. Back to Duty

K15: Organisational health and safety policies and procedures, and principles of selecting and using personal protective equipment Back to Duty

K16: Safe systems of work, control measure implementation and monitoring techniques: risk assessment, method statements and permit to work. Back to Duty

K17: Assess and mitigate the risk of asbestos exposure in the refurbishment environment. Back to Duty

K18: Principles of using specialist equipment for fabricating metal cladding: swagers, lock formers, guillotine, folder, edgers and roller. Back to Duty

K19: Principles of checking, using and storing portable power tools; drills, nibblers and rivet guns. Back to Duty

K20: Principles of checking, using and storing hand tools: technical drawing tools, measuring tools, application tools. Back to Duty

K21: Planning and time management techniques. Back to Duty

K22: Coaching, mentoring and supervision techniques. Back to Duty

K23: Principles of quality control and assurance in the thermal insulation industry. Back to Duty

K24: Legislative guidance relating to equity, diversity, and inclusivity in the workplace. Back to Duty

K25: Well-being: mental and physical health considerations in self and others and how to access support. Back to Duty

K26: Written communication methods: digital and paper based: plant registers, quality assurance documents, risk assessments, method statements, work permits, site registers and induction registers. Back to Duty

K27: Verbal communication techniques and Industry specific thermal Insulation terminology. Back to Duty

K28: Principles of the erection and dismantling of portable scaffold towers. Back to Duty

K29: Methods of fixing pipework, duct support bracketry, hangers and minimising thermal and fire passage. Back to Duty

Skills

S1: Select and use personal protective equipment and apply health and safety policies and procedures Back to Duty

S2: Interpret and extract information using paper based or digital techniques from drawings and specifications to inform work instructions. Back to Duty

S3: Communicate design specification and product requirements to others. Back to Duty

S4: Calculate resource and cost quantities from site specifications. Back to Duty

S5: Design and develop manual technical drawings for bespoke cladding patterns involving simple and complex fabrication methods: design specification, location and environmental impacts including weather conditions. Back to Duty

S6: Select and install multi layered insulation systems: closed cell and open cell insulation. Back to Duty

S7: Fabricate sheet metal and specialist cladding from patterns, applying simple and complex parallel line, radial line and triangulation methods Back to Duty

S8: Select and install fabricated cladding to, for example: pipework, ductwork, associated equipment: storage tanks, vessels, reactors, fractionation towers, turbines, boilers or bulkheads. Back to Duty

S9: Use specialist equipment for fabricating metal cladding: swagers, lockformers, guillotine, folder, edgers and rollers. Back to Duty

S10: Check, use and store portable power tools for example: drills, nibblers and rivet guns. Back to Duty

S11: Check, use and store hand tools for example: technical drawing tools, measuring tools, application tools. Back to Duty

S12: Apply planning and time management techniques to identify project plan targets. Back to Duty

S13: Communicate with others verbally for example, internal and external customers, colleagues, and managers. Back to Duty

S14: Coach, mentor and supervise other thermal insulators. Back to Duty

S15: Procure tools, equipment and materials. Back to Duty

S16: Supervise the safe and secure handling and storage of tools, equipment and materials. Back to Duty

S17: Supervise the erection and dismantling of portable scaffold towers and work safely at heights to comply with The Work at Height Regulations. Back to Duty

S18: Complete documentation - paper based or digital. For example, plant registers, quality assurance documents, risk assessments, method statements, work permits, site registers and induction registers. Back to Duty

S19: Implement and monitor safe systems of work and control measures. Back to Duty

Behaviours

B1: Promotes health and safety for self and others. Back to Duty

B2: Team focused, working with colleagues and others. Back to Duty

B3: Acts professionally. Back to Duty

B4: Support an inclusive culture. Back to Duty

B5: Contribute towards a sustainable workplace. Back to Duty

B6: Committed to continued professional development (CPD) for self and others to maintain and enhance competence. Back to Duty

Qualifications

English and Maths

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.

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End-point assessment plan

V1.1

Introduction and overview

This document explains the requirements for end-point assessment (EPA) for the industrial thermal insulation technician apprenticeship. End-point assessment organisations (EPAOs) must follow this when designing and delivering the EPA.

Industrial thermal insulation technician apprentices, their employers and training providers should read this document.

A full-time industrial thermal insulation technician apprentice typically spends 24 months on-programme (this means in training before the gateway). 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 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 Register of Apprenticeship Providers and Assessment Register (APAR).

This EPA has 3 assessment methods.

The grades available for each assessment method are below.

Assessment method 1 - multiple-choice test:

  • fail

  • pass

Assessment method 2 - practical assessment with questions:

  • fail

  • pass

  • distinction

Assessment method 3 - interview underpinned by a portfolio of evidence:

  • fail

  • pass

  • distinction

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

  • fail

  • pass

  • distinction

EPA summary table

On-programme - typically 24 months

The apprentice must:

  • complete training to develop the knowledge, skills and behaviours (KSBs) outlined in this apprenticeship’s standard
  • complete training towards English and mathematics qualifications in line with the apprenticeship funding rules

  • compile a portfolio of evidence

End-point assessment gateway

The apprentice’s employer must be content that the apprentice has attained sufficient KSBs to complete the apprenticeship.

The apprentice must:

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

For the interview underpinned by a portfolio of evidence, the apprentice must submit a portfolio of evidence.

The apprentice must submit the gateway evidence to their EPAO, including any organisation specific policies and procedures requested by the EPAO.

End-point assessment - typically 3 months

The grades available for each assessment method are below

Multiple-choice test:

  • fail

  • pass

Practical assessment with questions:

  • fail

  • pass

  • distinction

Interview underpinned by a portfolio of evidence:

  • fail

  • pass

  • distinction

Overall EPA and apprenticeship can be graded:

    • fail
    • pass
    • distinction

Re-sits and re-takes
  • Re-take and re-sit grade cap: pass
  • Re-sit timeframe: typically 3 months
  • Re-take timeframe: typically 6 months

Duration of end-point assessment period

The EPA is taken in the EPA period. The EPA period starts when the EPAO confirms the gateway requirements have been met and is typically 3 months.

The EPAO should confirm the gateway requirements have been met and start the EPA as quickly as possible.

EPA gateway

The apprentice’s employer must be content that the apprentice 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:

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

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

Portfolio of evidence requirements:

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

  • workplace documentation and records
  • workplace policies and procedures
  • witness statements
  • annotated photographs
  • video clips (maximum total duration 10 minutes); the apprentice must be in view and identifiable

This is not a definitive list; other evidence sources can be included.

The portfolio of evidence should not include reflective accounts or any methods of self-assessment. Any employer contributions should focus on direct observation of performance (for example, witness statements) rather than opinions. The evidence provided should be valid and attributable to the apprentice; the portfolio of evidence should contain a statement from the employer and apprentice confirming this.

The EPAO should not assess the portfolio of evidence directly as it underpins the interview. The independent assessor should review the portfolio of evidence to prepare questions for the interview. They are not required to provide feedback after this review.

The apprentice must submit the gateway evidence to their EPAO, including any organisation specific policies and procedures requested by the EPAO.

Order of assessment methods

The assessment methods can be delivered in any order.

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

Multiple-choice test

Overview

In the multiple-choice test, the apprentice answers questions in a controlled and invigilated environment. It gives the apprentice the opportunity to demonstrate the knowledge mapped to this assessment method.

Rationale

This assessment method is being used because:

  • it allows for the efficient testing of knowledge where there is a right or wrong answer

  • it allows for flexibility in terms of when, where and how it is taken

  • it can be conducted remotely and administered to multiple apprentices at the same time, potentially reducing cost

Delivery

The multiple-choice test must be structured to give the apprentice the opportunity to demonstrate the knowledge mapped to this assessment method to the highest available grade.

The test can be computer or paper based.

The test will consist of 20 multiple-choice questions.

Multiple-choice questions must have four options, including one correct answer.

The apprentice must be given at least 14 days’ notice of the date and time of the test.

Test administration

The apprentice must have 30 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 is responsible for the security of the test including the arrangements for on-line testing. The EPAO must ensure that their security arrangements maintain the validity and reliability of the test.

Marking

The test must be marked by an independent assessor or marker employed by the EPAO. They must follow a marking scheme produced by the EPAO. Marking by computer is allowed where question types support this.

A correct answer gets 1 mark.

Any incorrect or missing answers get zero marks.

The EPAO is responsible for overseeing the marking, standardisation and moderation of the test.

Assessment location

The apprentice must take the test in a suitably controlled and invigilated environment that is a quiet room, free from distractions and influence. The EPAO must check the venue is suitable.



The test could take place remotely if the appropriate technology and systems are in place to prevent malpractice. The EPAO must verify the apprentice’s identity and ensure invigilation of the apprentice for example with, and not limited to, 360-degree cameras and screen sharing facilities.

Question and resource development

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



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


The EPAO must ensure that 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:

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

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

Practical assessment with questions

Overview

In a practical assessment with questions, an independent assessor observes the apprentice completing a task or series of tasks set by the EPAO. The EPAO decides where it takes place. The assessment environment must closely relate to the apprentice’s natural working environment. It gives the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method.

Rationale

This assessment method is being used because:

  • it allows for a varied range of tasks that could not be guaranteed to be achieved through a single observation in the workplace
  • this is a practical role where occupational competence can be assessed in an environment that closely relates to the work setting
  • it allows for consistency of activities to be completed and efficiency in scheduling
  • it allows for the assessment of related underpinning knowledge, skills and behaviours where an opportunity to observe them has not occurred it is a holistic assessment method the tasks

Delivery

The practical assessment with questions must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.

An independent assessor must conduct and assess the practical assessment with questions.

The independent assessor can observe up to 6 apprentices at a time to ensure quality and rigour. They must be as unobtrusive as possible.

The EPAO must give an apprentice 14 days' notice of the . practical assessment with questions

The practical assessment with questions must take 12 hours over 2 consecutive days.

The independent assessor can increase the time of the practical assessment with questions by up to 10%. This time is to allow the apprentice to complete a task or respond to a question if necessary.

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

The EPAO must manage invigilation of the apprentice during the assessment, to maintain security of the EPA, in line with their malpractice policy. This includes breaks and moving between locations.

The independent assessor must explain to the apprentice the format and timescales of the practical assessment with questions before it starts. This does not count towards the assessment time.

The independent assessor must provide the apprentice with 7 distinctly different specification briefs that collectively enable the following to be observed during the practical assessment:

  • reading and using information from drawings, specifications and data sheets to plan and prepare sequence of work
  • calculating resources
  • designing and developing bespoke cladding patterns
  • fabricating sheet metal and specialist cladding from patterns, using simple and complex parallel line, radial line and triangulation methods, to meet 3 different specification briefs
  • selecting and installing multi layered insulation to meet 2 different specification briefs
  • selecting and installing cladding material to meet 2 different specification briefs
  • checking, using and storing portable power and hand tools
  • complying with health and safety policy and procedure and using personal protective equipment (PPE)

Fabricating methods:

  • simple parallel line methods including: elbows, offsets and t-pieces
  • complex parallel line methods including: short and long radius segmented bends, equal & unequal oblique t-pieces and flat back radius bends
  • simple radial line methods including: conical reducers
  • complex radial line methods including: eccentric reducer and watershed valve box
  • complex triangulation methods including: central square to round, off centre square to round and watershed valve box

The practical assessment tasks set within the 7 specification briefs would typically take an occupationally competent industrial thermal technician 12 hours over 2 consecutive days to complete.

KSBs observed, and answers to questions must be documented by the independent assessor. The independent assessor will make all grading decisions in line with the grading descriptors and the specification tolerances.

Specification tolerances:

  • fitting of cladding material: Pass: joints + or - 2mm, and Distinction: no visible gaps
  • installation of insulation material: Pass: joints + or - 2mm, and Distinction: no visible gaps
  • cladding seams inline: Pass + or - 2mm, and Distinction: no deviation from seamline
  • insulation seams inline: Pass + or - 2mm, and Distinction: no deviation from seamline

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 questions is to:

  • to seek clarification where required and,
  • to assess the level of competence against the grading descriptors

Questioning must occur during the practical assessment. The time for questioning is included in the overall assessment time.

The independent assessor must ask at least 5 questions during the practical assessment. To remain as unobtrusive as possible, the independent assessor should ask questions during natural breaks in work rather than disrupting the apprentice’s flow. The independent assessor must use the questions from their EPAO’s question bank or create their own questions in line with the EPAO’s training.

The independent assessor can ask follow-up questions to clarify answers given by the apprentice. These questions are in addition to the above set number of questions for the practical assessment with questions.

The independent assessor must make the grading decision. The independent assessor must assess the practical assessment and responses to questions holistically when deciding the grade.

The independent assessor must keep accurate records of the assessment. They must record:

  • the KSBs observed
  • the apprentice’s answers to questions
  • KSBs demonstrated in answers to questions
  • the grade achieved

Assessment location

The practical assessment with questions must take place in a simulated environment selected by the EPAO for example, the EPAO’s or employer’s premises. The simulated environment must relate to the apprentice’s natural work environment. Equipment and resources needed for the practical assessment with questions must be provided by the EPAO, who can liaise with the employer to provide these.

Question and resource development

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

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

The EPAO must ensure that the apprentice has a different set of tasks and questions in the case of re-sits and retakes, to minimise predictability.

The EPAO must produce the following materials to support the practical assessment with questions:

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

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

Interview underpinned by a portfolio of evidence

Overview

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

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

Rationale

This assessment method is being used because:

  • it allows the apprentice to be assessed against KSBs which may not naturally occur during the practical assessment
  • it is underpinned by a portfolio of evidence, enabling the apprentice to demonstrate the application of skills and behaviours as well as knowledge
  • it allows for testing of responses where there are a number of potential answers that could not be tested through a multiple-choice test
  • it is cost-effective.

Delivery

The interview must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.

An independent assessor must conduct and assess the interview.

The purpose of the independent assessor's questions will be to allow the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method at the highest possible grade.

The EPAO must give an apprentice 14 days' 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 9 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 apprentice’s answers to questions
  • the KSBs demonstrated in answers to questions
  • the grade achieved 

Assessment location

The interview must take place in a suitable venue selected by the EPAO for example, the EPAO’s or employer’s premises.

The interview should take place in a quiet room, free from distractions and influence.

Question and resource development

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

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

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

The EPAO must produce the following materials to support the interview underpinned by a portfolio of evidence:

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

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

Grading

Practical assessment with questions

Fail - does not meet pass criteria

Theme
KSBs
Pass
Apprentices must demonstrate all of the pass descriptors
Distinction
Apprentices must demonstrate all of the pass descriptors and all of the distinction descriptors
Planning and preparation
K2 K3 S2 S4 B5

Calculates resource and cost quantities from interpreting and extracting information from paper or digital based drawings and site specifications to contribute to a sustainable workplace and meet the needs of the specification brief. (K2, K3, S2, S4, B5)  

None

Insulation selection and installation
K7 K8 S6

Selects and installs multi layered insulation systems to meet the needs of the specification brief and within the pass specification tolerances.  (K7, K8, S6)

 

Selects and installs multi layered insulation systems to meet the needs of the specification brief and within the distinction specification tolerances.  (K7, K8, S6)

Fabricating cladding
K4 K5 K11 K18 S5 S7 S9

Designs and develops manual technical drawings for bespoke cladding patterns that include simple and complex fabrication methods, design specification, location, and environmental impacts including weather conditions, to meet the needs of the specification brief. (K4, S5)  

Uses specialist equipment and fabricates sheet metal and bespoke cladding from patterns, including applying simple and complex parallel line, radial line and triangulation methods, to meet the needs of the specification brief. (K5, K11, K18 S7, S9)

Uses specialist equipment and fabricates sheet metal and bespoke cladding from patterns, including applying simple and complex parallel line, radial line and triangulation methods, to meet the needs of the specification brief. (K5, K11, K18 S7, S9)

 

 

Cladding selection and installation
K6 K9 K14 S8

Selects and installs self fabricated bespoke cladding that is of equal surface area to the insulation and to meets the needs of the specification brief and within the pass specification tolerances. (K6, K9, K14, S8)

Demonstrates a right first-time approach to the selection and installation of cladding to meet the needs of the specification brief and within the distinction specification tolerances. (K6, K9, K14, S8)

Tools
K19 K20 S10 S11

Checks, uses and stores portable power tools to meet the needs of the specification brief. (K19, S10)  

Checks, uses and stores hand tools to meet the needs of the specification brief. (K20, S11)  

None

Health and safety
K15 S1

Selects and uses personal protective equipment and applies health and safety policies and procedures when undertaking work to meet the needs of the specification brief. (K15, S1)

None

Interview underpinned by a portfolio of evidence

Fail - does not meet pass criteria

Theme
KSBs
Pass
Apprentices must demonstrate all of the pass descriptors
Distinction
Apprentices must demonstrate all of the pass descriptors and all of the distinction descriptors
Health and safety
K16 S16 S19 B1

Explains how they implement and monitor safe systems of work and control measures, in line with risk and method statements, and permits to work. (K16, S19) 

Explains how they supervise the handling and storage of tools, equipment and materials and promote health and safety of themselves and others. (S16, B1)  

Outlines the impact of implementing and supervising safe systems of work has on the business. (K16, S19) 

Communication
K27 S3 S13

Describes how they communicate design specification and product requirements verbally to others to meet the needs of the audience. (K27, S3, S13)

None

Planning and documentation
K21 K26 S12 S18

Outlines how they apply planning and time management techniques to identify project plan targets to meet the needs of tasks. (K21, S12) 

Explains how they communicate in writing through completing paper or digital work related documentation to meet the needs of the audience. (K26, S18) 

Explains the benefits to the business of completing paper or digital based documentation within project plan targets. (K21, K26, S12, S18)

Team working
K22 K24 K25 S14 B2 B3 B4

Explains how they coach, mentor and supervise other thermal insulators, working as a team with colleagues and others to act professionally and support an inclusive culture. (K22, K24, K25, S14, B2, B3, B4) 

Describes how their coaching, mentoring and supervising of other thermal insulators impacts the business and their team’s wellbeing. (K22, K25) 

Working from height
K28 S17

Outlines how they supervise the erection and dismantling of portable scaffold towers and work safely at heights to comply with The Work at Height Regulations (K28, S17) 

Explains how their supervision of colleagues working from height to comply with work at height regulations impacts the business. (K28, S17)

Procurement
K12 S15

Describes how they procure tools, equipment and materials to meet the needs of the business.

Explains supply chain management in the thermal insulation industry. (K12, S15)

None

CPD
B6

Outlines planned and unplanned learning they have completed and recorded to support competence in their role, showing a commitment to future CPD. (B6)

None

Multiple-choice test

Grade Minimum marks required Maximum marks required
Fail 0 13
Pass 14 20

Overall EPA grading

Performance in the EPA determines the overall grade of:

  • fail

  • pass

  • distinction

An independent assessor must individually grade the practical assessment with questions and interview underpinned by a portfolio of evidence in line with this EPA plan.

The EPAO must combine the individual assessment method grades to determine the overall EPA grade.

If the apprentice fails one assessment method or more, they will be awarded an overall fail.

To achieve an overall pass, the apprentice must achieve at least a pass in all the assessment methods. To achieve an overall distinction, the apprentice must achieve a distinction in the Practical Assessment with Questions and the Interview Underpinned by a Portfolio of Evidence.

Grades from individual assessment methods must be combined in the following way to determine the grade of the EPA overall.

Multiple-choice test Practical assessment with questions Interview underpinned by a portfolio of evidence Overall Grading
Any grade Fail Any grade Fail
Any grade Any grade Fail Fail
Fail Any grade Any grade Fail
Pass Pass Pass Pass
Pass Distinction Pass Pass
Pass Pass Distinction Pass
Pass Distinction Distinction Distinction

Re-sits and re-takes

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

The employer and the EPAO should agree the timescale for a re-sit or re-take. A re-sit is typically taken within 3 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 assessment methods must be re-sat or re-taken within a 6-month period from the EPA outcome notification, otherwise the entire EPA will need to be re-sat or re-taken in full.

Re-sits and re-takes are not offered to an apprentice wishing to move from pass to a higher grade.

The apprentice will get a maximum EPA grade of pass for a re-sit or re-take, unless the EPAO determines there are exceptional circumstances.

Roles and responsibilities

Roles Responsibilities

Apprentice

As a minimum, the apprentice should:

  • complete on-programme training to meet the KSBs as outlined in the apprenticeship standard for a minimum of 12 months
  • complete the required amount of off-the-job training specified by the apprenticeship funding rules and as arranged by the employer and training provider
  • understand the purpose and importance of EPA
  • prepare for and undertake the EPA including meeting all gateway requirements

Employer

As a minimum, the apprentice's employer must:

  • select the EPAO and training provider
  • work with the training provider, where applicable, to support the apprentice in the workplace and to provide the opportunities for the apprentice to develop the KSBs
  • arrange and support off-the-job training to be undertaken by the apprentice 
  • decide when the apprentice is working at or above the apprenticeship standard and is ready for EPA
  • ensure the apprentice is prepared for the EPA
  • ensure that all supporting evidence required at the gateway is submitted in line with this EPA plan
  • confirm arrangements with the EPAO for the EPA in a timely manner, including who, when, where
  • provide the EPAO with access to any employer-specific documentation as required for example, company policies
  • ensure that the EPA is scheduled with the EPAO for a date and time which allows appropriate opportunity for the apprentice to meet the KSBs
  • ensure the apprentice is given sufficient time away from regular duties to prepare for, and complete the EPA
  • ensure that any required supervision during the EPA period, as stated within this EPA plan, is in place
  • ensure the apprentice has access to the resources used to fulfil their role and carry out the EPA for workplace based assessments
  • remain independent from the delivery of the EPA
  • pass the certificate to the apprentice upon receipt

EPAO

As a minimum, the EPAO must:

  • conform to the requirements of this EPA plan and deliver its requirements in a timely manner
  • conform to the requirements of the apprenticeship provider and assessment register
  • conform to the requirements of the external quality assurance provider (EQAP)
  • understand the apprenticeship including the occupational standard and EPA plan 
  • make all necessary contractual arrangements including agreeing the price of the EPA
  • develop and produce assessment materials including specifications and marking materials, for example mark schemes, practice materials, training material
  • maintain and apply a policy for the declaration and management of conflict of interests and independence. This must ensure, as a minimum, there is no personal benefit or detriment for those delivering the EPA or from the result of an assessment. It must cover:
    • apprentices
    • employers
    • independent assessors
    • any other roles involved in delivery or grading of the EPA
  • have quality assurance systems and procedures that ensure fair, reliable and consistent assessment and maintain records of internal quality assurance (IQA) activity for external quality assurance (EQA) purposes
  • appoint independent, competent, and suitably qualified assessors in line with the requirements of this EPA plan
  • appoint administrators, invigilators and any other roles where required to facilitate the EPA
  • deliver induction, initial and on-going training for all their independent assessors and any other roles involved in the delivery or grading of the EPA as specified within this EPA plan. This should include how to record the rationale and evidence for grading decisions where required 
  • conduct standardisation with all their independent assessors before allowing them to deliver an EPA, when the EPA is updated, and at least once a year 
  • conduct moderation across all of their independent assessors decisions once EPAs have started according to a sampling plan, with associated risk rating of independent assessors 
  • monitor the performance of all their independent assessors and provide additional training where necessary 
  • develop and provide assessment recording documentation to ensure a clear and auditable process is in place for providing assessment decisions and feedback to all relevant stakeholders 
  • use language in the development and delivery of the EPA that is appropriate to the level of the apprenticeship
  • arrange for the EPA to take place in a timely manner, in consultation with the employer
  • provide information, advice, and guidance documentation to enable apprentices, employers and training providers to prepare for the EPA
  • confirm the gateway requirements have been met before they start the EPA for an apprentice
  • arrange a suitable venue for the EPA
  • maintain the security of the EPA including, but not limited to, verifying the identity of the apprentice, invigilation and security of materials
  • where the EPA plan permits assessment away from the workplace, ensure that the apprentice has access to the required resources and liaise with the employer to agree this if necessary
  • confirm overall grade awarded
  • maintain and apply a policy for conducting appeals

Independent assessor

As a minimum, an independent assessor must: 

  • be independent, with no conflict of interest with the apprentice, their employer or training provider, specifically, they must not receive a personal benefit or detriment from the result of the assessment
  • have, maintain and be able to evidence up-to-date knowledge and expertise of the occupation
  • have the competence to assess the EPA and meet the requirements of the IQA section of this EPA plan
  • understand the apprenticeship’s occupational standard and EPA plan
  • attend induction and standardisation events before they conduct an EPA for the first time, when the EPA is updated, and at least once a year
  • use language in the delivery of the EPA that is appropriate to the level of the apprenticeship
  • work with other personnel, where used, in the preparation and delivery of assessment methods
  • conduct the EPA to assess the apprentice against the KSBs and in line with the EPA plan
  • make final grading decisions in line with this EPA plan
  • record and report assessment outcome decisions
  • comply with the IQA requirements of the EPAO
  • comply with external quality assurance (EQA) requirements

Training provider

As a minimum, the training provider must: 

  • conform to the requirements of the apprenticeship provider and assessment register
  • ensure procedures are in place to mitigate against any conflict of interest
  • work with the employer and support the apprentice during the off-the-job training to provide the opportunities to develop the KSBs as outlined in the occupational standard
  • deliver training to the apprentice as outlined in their apprenticeship agreement
  • monitor the apprentice’s progress during any training provider led on-programme learning
  • ensure the apprentice is prepared for the EPA
  • advise the employer, upon request, on the apprentice’s readiness for EPA
  • ensure that all supporting evidence required at the gateway is submitted in line with this EPA plan
  • remain independent from the delivery of the EPA

Marker

As a minimum, the marker must:

  • attend induction training as directed by the EPAO 
  • have no direct connection or conflict of interest with the apprentice, their employer or training provider
  • mark test answers in line with the EPAO’s mark scheme and procedures 

Invigilator

As a minimum, the invigilator must: 

  • attend induction training as directed by the EPAO 
  • have no direct connection or conflict of interest with the apprentice, their employer or training provider
  • invigilate and supervise the apprentice during tests and in breaks during assessment methods to prevent malpractice in line with the EPAO’s invigilation procedures 

Reasonable adjustments

The EPAO must have reasonable adjustments arrangements for the EPA.

This should include:

  • how an apprentice qualifies for reasonable adjustment
  • what reasonable adjustments may be made

Adjustments must maintain the validity, reliability and integrity of the EPA as outlined in this EPA plan.

Internal quality assurance

Internal quality assurance refers to the strategies, policies and procedures that an EPAO must have in place to ensure valid, consistent and reliable EPA decisions.

EPAOs for this EPA must adhere to the requirements within the roles and responsibilities table.

They must also appoint independent assessors who:

  • have recent relevant experience of the occupation or sector to at least occupational level 3 gained in the last 3 years or significant experience of the occupation or sector

Value for money

Affordability of the EPA will be aided by using at least some of the following:

  • completing applicable assessment methods online (for example computer-based assessment)
  • utilising digital remote platforms to conduct applicable assessment methods
  • assessing multiple apprentices simultaneously where the assessment method permits this
  • conducting assessment methods on the same day

Professional recognition

This apprenticeship is not aligned to professional recognition.

KSB mapping table

Knowledge Assessment methods
K1

Health and safety regulations, relevance to the occupation and the technicians responsibilities. Health and Safety at Work Act, Control of Substances Hazardous to Health (COSHH). Manual handling, Working at height, Slips, trips and falls, Fire Safety and Environmental Awareness.

Back to Grading
Multiple-choice test
K2

Methods of interpreting and extracting relevant information from drawings, specifications and work instructions using paper based or digital methods.

Back to Grading
Practical assessment with questions
K3

Resource calculation techniques: quantity, length and area of materials used for insulation and cladding to minimise waste.

Back to Grading
Practical assessment with questions
K4

Principles of manual technical drawing used to design and develop bespoke cladding patterns for simple and complex fabrication methods

Back to Grading
Practical assessment with questions
K5

Methods of fabricating sheet metal cladding: simple and complex parallel line, radial line and triangulation

Back to Grading
Practical assessment with questions
K6

Characteristics of bespoke cladding systems: vapour barriers and weatherproof cladding

Back to Grading
Practical assessment with questions
K7

Characteristics of multi layered insulation systems: closed cell and open cell insulation

Back to Grading
Practical assessment with questions
K8

Principles and methods of selecting and installing multi layered insulation systems: closed cell and open cell insulation

Back to Grading
Practical assessment with questions
K9

Specialist thermal installation techniques: multi layer, closely fitting and staggered joints of pipework, ductwork, storage tanks, vessels, reactors, turbines, boilers and bulkheads.

Back to Grading
Practical assessment with questions
K10

Principles of thermal conductivity in insulation products: temperatures and personnel protection.

Back to Grading
Multiple-choice test
K11

Techniques of cladding fabrication for: pipework, ductwork of storage tanks, vessels, reactors, turbines, boilers and bulkheads.

Back to Grading
Practical assessment with questions
K12

Principles of procurement and supply chain management in the thermal insulation industry.

Back to Grading
Interview underpinned by a portfolio of evidence
K13

Environmental and sustainability regulations and guidance within the insulation industry: carbon footprint impacts, costs and benefits.

Back to Grading
Multiple-choice test
K14

Principles and techniques for the selection and installation of sheet metal and specialist cladding systems: jointing, sealing and weatherproofing.

Back to Grading
Practical assessment with questions
K15

Organisational health and safety policies and procedures, and principles of selecting and using personal protective equipment

Back to Grading
Practical assessment with questions
K16

Safe systems of work, control measure implementation and monitoring techniques: risk assessment, method statements and permit to work.

Back to Grading
Interview underpinned by a portfolio of evidence
K17

Assess and mitigate the risk of asbestos exposure in the refurbishment environment.

Back to Grading
Multiple-choice test
K18

Principles of using specialist equipment for fabricating metal cladding: swagers, lock formers, guillotine, folder, edgers and roller.

Back to Grading
Practical assessment with questions
K19

Principles of checking, using and storing portable power tools; drills, nibblers and rivet guns.

Back to Grading
Practical assessment with questions
K20

Principles of checking, using and storing hand tools: technical drawing tools, measuring tools, application tools.

Back to Grading
Practical assessment with questions
K21

Planning and time management techniques.

Back to Grading
Interview underpinned by a portfolio of evidence
K22

Coaching, mentoring and supervision techniques.

Back to Grading
Interview underpinned by a portfolio of evidence
K23

Principles of quality control and assurance in the thermal insulation industry.

Back to Grading
Multiple-choice test
K24

Legislative guidance relating to equity, diversity, and inclusivity in the workplace.

Back to Grading
Interview underpinned by a portfolio of evidence
K25

Well-being: mental and physical health considerations in self and others and how to access support.

Back to Grading
Interview underpinned by a portfolio of evidence
K26

Written communication methods: digital and paper based: plant registers, quality assurance documents, risk assessments, method statements, work permits, site registers and induction registers.

Back to Grading
Interview underpinned by a portfolio of evidence
K27

Verbal communication techniques and Industry specific thermal Insulation terminology.

Back to Grading
Interview underpinned by a portfolio of evidence
K28

Principles of the erection and dismantling of portable scaffold towers.

Back to Grading
Interview underpinned by a portfolio of evidence
K29

Methods of fixing pipework, duct support bracketry, hangers and minimising thermal and fire passage.

Back to Grading
Multiple-choice test
Skill Assessment methods
S1

Select and use personal protective equipment and apply health and safety policies and procedures

Back to Grading
Practical assessment with questions
S2

Interpret and extract information using paper based or digital techniques from drawings and specifications to inform work instructions.

Back to Grading
Practical assessment with questions
S3

Communicate design specification and product requirements to others.

Back to Grading
Interview underpinned by a portfolio of evidence
S4

Calculate resource and cost quantities from site specifications.

Back to Grading
Practical assessment with questions
S5

Design and develop manual technical drawings for bespoke cladding patterns involving simple and complex fabrication methods: design specification, location and environmental impacts including weather conditions.

Back to Grading
Practical assessment with questions
S6

Select and install multi layered insulation systems: closed cell and open cell insulation.

Back to Grading
Practical assessment with questions
S7

Fabricate sheet metal and specialist cladding from patterns, applying simple and complex parallel line, radial line and triangulation methods

Back to Grading
Practical assessment with questions
S8

Select and install fabricated cladding to, for example: pipework, ductwork, associated equipment: storage tanks, vessels, reactors, fractionation towers, turbines, boilers or bulkheads.

Back to Grading
Practical assessment with questions
S9

Use specialist equipment for fabricating metal cladding: swagers, lockformers, guillotine, folder, edgers and rollers.

Back to Grading
Practical assessment with questions
S10

Check, use and store portable power tools for example: drills, nibblers and rivet guns.

Back to Grading
Practical assessment with questions
S11

Check, use and store hand tools for example: technical drawing tools, measuring tools, application tools.

Back to Grading
Practical assessment with questions
S12

Apply planning and time management techniques to identify project plan targets.

Back to Grading
Interview underpinned by a portfolio of evidence
S13

Communicate with others verbally for example, internal and external customers, colleagues, and managers.

Back to Grading
Interview underpinned by a portfolio of evidence
S14

Coach, mentor and supervise other thermal insulators.

Back to Grading
Interview underpinned by a portfolio of evidence
S15

Procure tools, equipment and materials.

Back to Grading
Interview underpinned by a portfolio of evidence
S16

Supervise the safe and secure handling and storage of tools, equipment and materials.

Back to Grading
Interview underpinned by a portfolio of evidence
S17

Supervise the erection and dismantling of portable scaffold towers and work safely at heights to comply with The Work at Height Regulations.

Back to Grading
Interview underpinned by a portfolio of evidence
S18

Complete documentation - paper based or digital. For example, plant registers, quality assurance documents, risk assessments, method statements, work permits, site registers and induction registers.

Back to Grading
Interview underpinned by a portfolio of evidence
S19

Implement and monitor safe systems of work and control measures.

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

Promotes health and safety for self and others.

Back to Grading
Interview underpinned by a portfolio of evidence
B2

Team focused, working with colleagues and others.

Back to Grading
Interview underpinned by a portfolio of evidence
B3

Acts professionally.

Back to Grading
Interview underpinned by a portfolio of evidence
B4

Support an inclusive culture.

Back to Grading
Interview underpinned by a portfolio of evidence
B5

Contribute towards a sustainable workplace.

Back to Grading
Practical assessment with questions
B6

Committed to continued professional development (CPD) for self and others to maintain and enhance competence.

Back to Grading
Interview underpinned by a portfolio of evidence

Mapping of KSBs to grade themes

Practical assessment with questions

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Planning and preparation
K2 K3
S2 S4
B5

Methods of interpreting and extracting relevant information from drawings, specifications and work instructions using paper based or digital methods. (K2)

Resource calculation techniques: quantity, length and area of materials used for insulation and cladding to minimise waste. (K3)

Interpret and extract information using paper based or digital techniques from drawings and specifications to inform work instructions. (S2)

Calculate resource and cost quantities from site specifications. (S4)

Contribute towards a sustainable workplace. (B5)

Insulation selection and installation
K7 K8
S6

Characteristics of multi layered insulation systems: closed cell and open cell insulation (K7)

Principles and methods of selecting and installing multi layered insulation systems: closed cell and open cell insulation (K8)

Select and install multi layered insulation systems: closed cell and open cell insulation. (S6)

None

Fabricating cladding
K4 K5 K11 K18
S5 S7 S9

Principles of manual technical drawing used to design and develop bespoke cladding patterns for simple and complex fabrication methods (K4)

Methods of fabricating sheet metal cladding: simple and complex parallel line, radial line and triangulation (K5)

Techniques of cladding fabrication for: pipework, ductwork of storage tanks, vessels, reactors, turbines, boilers and bulkheads. (K11)

Principles of using specialist equipment for fabricating metal cladding: swagers, lock formers, guillotine, folder, edgers and roller. (K18)

Design and develop manual technical drawings for bespoke cladding patterns involving simple and complex fabrication methods: design specification, location and environmental impacts including weather conditions. (S5)

Fabricate sheet metal and specialist cladding from patterns, applying simple and complex parallel line, radial line and triangulation methods (S7)

Use specialist equipment for fabricating metal cladding: swagers, lockformers, guillotine, folder, edgers and rollers. (S9)

None

Cladding selection and installation
K6 K9 K14
S8

Characteristics of bespoke cladding systems: vapour barriers and weatherproof cladding (K6)

Specialist thermal installation techniques: multi layer, closely fitting and staggered joints of pipework, ductwork, storage tanks, vessels, reactors, turbines, boilers and bulkheads. (K9)

Principles and techniques for the selection and installation of sheet metal and specialist cladding systems: jointing, sealing and weatherproofing. (K14)

Select and install fabricated cladding to, for example: pipework, ductwork, associated equipment: storage tanks, vessels, reactors, fractionation towers, turbines, boilers or bulkheads. (S8)

None

Tools
K19 K20
S10 S11

Principles of checking, using and storing portable power tools; drills, nibblers and rivet guns. (K19)

Principles of checking, using and storing hand tools: technical drawing tools, measuring tools, application tools. (K20)

Check, use and store portable power tools for example: drills, nibblers and rivet guns. (S10)

Check, use and store hand tools for example: technical drawing tools, measuring tools, application tools. (S11)

None

Health and safety
K15
S1

Organisational health and safety policies and procedures, and principles of selecting and using personal protective equipment (K15)

Select and use personal protective equipment and apply health and safety policies and procedures (S1)

None

Interview underpinned by a portfolio of evidence

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Health and safety
K16
S16 S19
B1

Safe systems of work, control measure implementation and monitoring techniques: risk assessment, method statements and permit to work. (K16)

Supervise the safe and secure handling and storage of tools, equipment and materials. (S16)

Implement and monitor safe systems of work and control measures. (S19)

Promotes health and safety for self and others. (B1)

Communication
K27
S3 S13

Verbal communication techniques and Industry specific thermal Insulation terminology. (K27)

Communicate design specification and product requirements to others. (S3)

Communicate with others verbally for example, internal and external customers, colleagues, and managers. (S13)

None

Planning and documentation
K21 K26
S12 S18

Planning and time management techniques. (K21)

Written communication methods: digital and paper based: plant registers, quality assurance documents, risk assessments, method statements, work permits, site registers and induction registers. (K26)

Apply planning and time management techniques to identify project plan targets. (S12)

Complete documentation - paper based or digital. For example, plant registers, quality assurance documents, risk assessments, method statements, work permits, site registers and induction registers. (S18)

None

Team working
K22 K24 K25
S14
B2 B3 B4

Coaching, mentoring and supervision techniques. (K22)

Legislative guidance relating to equity, diversity, and inclusivity in the workplace. (K24)

Well-being: mental and physical health considerations in self and others and how to access support. (K25)

Coach, mentor and supervise other thermal insulators. (S14)

Team focused, working with colleagues and others. (B2)

Acts professionally. (B3)

Support an inclusive culture. (B4)

Working from height
K28
S17

Principles of the erection and dismantling of portable scaffold towers. (K28)

Supervise the erection and dismantling of portable scaffold towers and work safely at heights to comply with The Work at Height Regulations. (S17)

None

Procurement
K12
S15

Principles of procurement and supply chain management in the thermal insulation industry. (K12)

Procure tools, equipment and materials. (S15)

None

CPD


B6

None

None

Committed to continued professional development (CPD) for self and others to maintain and enhance competence. (B6)

Find an apprenticeship

Contact us about this apprenticeship

Employers involved in creating the standard: Cambridge Regional College, Altrad, CGB Humbertherm, Envirotherm, Essex Thermal, Kaefer Ltd, Powertherm Contract Services, TICA

Version log

Version Change detail Earliest start date Latest start date Latest end date
1.1 Occupational standard, end-point assessment plan and funding band revised. 22/12/2023 Not set Not set
1.0 Approved for delivery 09/02/2018 21/12/2023 Not set

Crown copyright © 2024. You may re-use this information (not including logos) free of charge in any format or medium, under the terms of the Open Government Licence. Visit www.nationalarchives.gov.uk/doc/open-government-licence

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