Royal apprenticeships
These are Green apprenticeships which have been hand-picked by industry experts to celebrate the Coronation of His Majesty King Charles III.
Skilled heat pump installer.
This occupation is found in the Building Services Sector of the Construction Industry.
The broad purpose of the occupation is to plan, select and size, install, commission, service and maintain (including fault finding, diagnosis and repair) zero carbon central heating and hot water systems in buildings including dwellings and industrial and commercial premises. Zero carbon heat sources may include but are not limited to Ground and Air Source Heat Pumps and Solar Thermal Collectors. The occupation includes work on both new build and existing properties and typically involves the installation, service, fault finding and repair of zero carbon heating and hot water appliances, storage vessels, pipework, heat emitters and associated components and their mechanical and electrical control systems.
In their daily work, an employee in this occupation interacts with customers and end users, and as such requires a high level of customer service. The role is physical in nature and involves the manual handling of heavy equipment, working at height and in confined spaces.
An employee in this occupation will be responsible for working both independently with a minimum of supervision and also as a member of a team involving close liaison and cooperation with site and line management, colleagues and other trades.
Renewable heating installer/technician/engineer
Solar thermal installer/technician/engineer
This is a summary of the key things that you – the apprentice and your employer need to know about your end-point assessment (EPA). You and your employer should read the EPA plan for the full details. It has information on assessment method requirements, roles and responsibilities, and re-sits and re-takes.
An EPA is an assessment at the end of your apprenticeship. It will assess you against the knowledge, skills, and behaviours (KSBs) in the occupational standard. Your training will cover the KSBs. The EPA is your opportunity to show an independent assessor how well you can carry out the occupation you have been trained for.
Your employer will choose an end-point assessment organisation (EPAO) to deliver the EPA. Your employer and training provider should tell you what to expect and how to prepare for your EPA.
The length of the training for this apprenticeship is typically 36 months. The EPA period is typically 4 months.
The overall grades available for this apprenticeship are:
When you pass the EPA, you will be awarded your apprenticeship certificate.
The EPA gateway is when the EPAO checks and confirms that you have met any requirements required before you start the EPA. You will only enter the gateway when your employer says you are ready.
The gateway requirements for your EPA are:
Practical assessment with questions
You will be observed by an independent assessor completing a set of tasks. It will last 28 hours. They will ask you at least 5 questions.
Interview
You will have an interview with an independent assessor. It will last at least 75 minutes. They will ask you at least 8 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.
Multiple choice test
You will complete a multiple-choice test. It will be closed book, meaning you will not have access to any books or reference materials.
The test will have 40 multiple-choice questions. You will have 60 minutes to complete it.
The EPAO will confirm where and when each assessment method will take place.
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.
If you have a disability, a physical or mental health condition or other special considerations, you may be able to have a reasonable adjustment that takes this into account. You should speak to your employer, training provider and EPAO and ask them what support you can get. The EPAO will decide if an adjustment is appropriate.
This occupation is found in the Building Services Sector of the Construction Industry.
The broad purpose of the occupation is to plan, select and size, install, commission, service and maintain (including fault finding, diagnosis and repair) zero carbon central heating and hot water systems in buildings including dwellings and industrial and commercial premises. Zero carbon heat sources may include but are not limited to Ground and Air Source Heat Pumps and Solar Thermal Collectors. The occupation includes work on both new build and existing properties and typically involves the installation, service, fault finding and repair of zero carbon heating and hot water appliances, storage vessels, pipework, heat emitters and associated components and their mechanical and electrical control systems.
In their daily work, an employee in this occupation interacts with customers and end users, and as such requires a high level of customer service. The role is physical in nature and involves the manual handling of heavy equipment, working at height and in confined spaces.
An employee in this occupation will be responsible for working both independently with a minimum of supervision and also as a member of a team involving close liaison and cooperation with site and line management, colleagues and other trades.
Renewable heating installer/technician/engineer
Solar thermal installer/technician/engineer
| Duty | KSBs |
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Duty 1 Plan low carbon heating and hot water systems to meet customers’ needs and in accordance with manufacturers guidance, regulatory requirements and industry recognised standards and procedures. |
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Duty 2 Select and size low carbon heating and hot water systems to meet customers’ needs and in accordance with manufacturers guidance, regulatory requirements and industry recognised standards and procedures. |
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Duty 3 Carry out preparatory work for the Installation of low carbon heating and hot water systems. |
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Duty 4 Install low carbon heating and hot water systems in accordance with design criteria, manufacturers guidance, regulatory requirements and industry recognised standards and procedures. |
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Duty 5 Test and commission low carbon heating and hot water system installations in accordance with manufacturers guidance, regulatory requirements and industry recognised standards and procedures. |
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Duty 6 Carry out appropriate handover procedures for low carbon heating and hot water systems to customers and or end users including the provision of written information, diagrammatic information, verbal information and demonstration regarding the systems operation and use. |
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Duty 7 Carry out routine service and maintenance procedures on low carbon heating and hot water systems. |
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Duty 8 Perform fault finding, diagnosis and rectification procedures on low carbon heating and hot water systems. |
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Duty 9 Decommission heating and hot water systems. |
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Duty 10 Conform to all health, safety and welfare in the workplace requirements. |
K1 K3 K4 K5 K6 K7 K8 K9 K10 K11 K14 K15 K16 K17 K18 K19 K20 K21 K22 K23 K24 K25 K26 |
K1: Health and safety legislation, approved codes of practice and guidance and safe working practices applicable to work in the building services and wider construction industry.
Back to Duty
K2: Principles of sustainability, energy efficiency, reuse of materials and recycling. Principles of control and management of emissions and waste. Efficient use of resources and legislation.
Back to Duty
K3: Common installation practices and techniques used in the installation and maintenance of low carbon heating and hot water systems (air source, water source and ground source heat pumps, solar thermal systems, unvented hot water systems, connections to cold water systems, lower temperature wet central heating).
Back to Duty
K4: Scientific and mechanical principles applicable to how low carbon heating, cooling and hot water systems work, including coefficient of performance (COP) and seasonal performance factor (SPF).
Back to Duty
K5: Roles and responsibilities of persons within the low carbon heating and hot water systems industry and related trades.
Back to Duty
K6: Legislative requirements and sources of information applicable to low carbon heating and hot water system installation, service and repair.
Back to Duty
K7: Communication techniques used with different audiences.
Back to Duty
K8: Layout features, working principles and legislative requirements of cold water systems connected to low carbon heating and hot water systems.
Back to Duty
K9: Layout features and working principles of low carbon heating and hot water systems.
Back to Duty
K10: Sustainability: sources of renewable and non-renewable energy, current energy efficiency advice and guidance, UN Sustainability Development Goals, decarbonisation.
Back to Duty
K11: Testing and commissioning practices and techniques applicable to low carbon heating and hot water systems.
Back to Duty
K12: Installation practices and techniques of electrical and electronic control systems applicable to low carbon heating and hot water systems.
Back to Duty
K13: Testing and commissioning practices and techniques of electrical and electronic control systems applicable to low carbon heating and hot water systems.
Back to Duty
K14: Decommissioning practices applicable to heating and hot water systems including limitations to operative competence with regard to other fuel systems supply, components and appliances.
Back to Duty
K15: Decommissioning practices of electrical and electronic control systems applicable to heating and hot water systems.
Back to Duty
K16: Routine service and maintenance practices and techniques applicable to low carbon heating and hot water systems.
Back to Duty
K17: F-Gas regulations: purpose and application
Back to Duty
K18: Routine service and maintenance practices and techniques of electrical and electronic control systems applicable to low carbon heating and hot water systems.
Back to Duty
K19: Fault finding, diagnosis and rectification practices and techniques applicable to low carbon heating and hot water systems.
Back to Duty
K20: Fault finding, diagnosis and rectification practices and techniques of electrical and electronic control systems applicable to low carbon heating and hot water systems including safe isolation procedures.
Back to Duty
K21: Planning, sizing and selecting practices for low carbon heating and hot water systems and components.
Back to Duty
K22: Processes and procedures of electrical supply and control systems applicable to low carbon heating and hot water systems and work including limits to operative competence.
Back to Duty
K23: Well-being: mental and physical health considerations in self and others and how to access support. Impact of mental health on the construction industry.
Back to Duty
K24: Risk assessments, method statements and work programmes: production methods and requirements.
Back to Duty
K25: Collaborative and ethical working, relationship management with clients and stakeholders and mutual problem-solving techniques.
Back to Duty
K26: Electrical safety: working with electricals in low carbon heating and hot water systems. Understanding limits of competence, what not to do, and when to engage a competent electrician, as well as other trades.
Back to Duty
S1: Operate in a safe working manner by complying with health and safety legislation, approved codes of practice and guidance and applying safe working practices.
Back to Duty
S2: Apply environmental and sustainability principles.
Back to Duty
S3: Produce work programmes for tasks within low carbon heating and hot water industry.
Back to Duty
S4: Produce risk assessments and method statements for the low carbon heating and hot water systems work.
Back to Duty
S5: Install, low carbon heating and hot water systems.
Back to Duty
S6: Test, commission and handover low carbon heating and hot water systems, including providing operational advice.
Back to Duty
S7: Install electrical and electronic control systems applicable to low carbon heating and hot water systems.
Back to Duty
S8: Test and commission electrical and electronic control systems applicable to low carbon heating and hot water systems.
Back to Duty
S9: Service, maintain, diagnose faults and rectify low carbon heating and hot water systems, including safe isolation of supply.
Back to Duty
S10: Perform routine service, maintenance, fault diagnosis and rectification procedures and techniques on electrical and electrical control systems applicable to low carbon heating and hot water systems including carrying out safe isolation procedures.
Back to Duty
S11: Decommission heating and hot water systems.
Back to Duty
S12: Decommission electrical and electrical control systems applicable to heating and hot water systems.
Back to Duty
S13: Plan, size and select low carbon heating and hot water systems.
Back to Duty
S14: Communicate with others verbally and in writing.
Back to Duty
S15: Works collaboratively with clients or stakeholders to solve problems.
Back to Duty
B1: Takes personal responsibility for and promotes health and safety.
Back to Duty
B2: Considers the environment and sustainability.
Back to Duty
B3: Collaborates and promotes teamwork.
Back to Duty
B4: Takes responsibility for completing work.
Back to Duty
B5: Supports an inclusive culture.
Back to Duty
B6: Committed to continued professional development (CPD).
Back to Duty
B7: Act ethically.
Back to Duty
Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-Point Assessment. For those with an education, health and care plan or a legacy statement, the apprenticeship’s English and maths minimum requirement is Entry Level 3. A British Sign Language (BSL) qualification is an alternative to the English qualification for those whose primary language is BSL.
V1.1
This document explains the requirements for end-point assessment (EPA) for the low carbon heating technician apprenticeship. End-point assessment organisations (EPAOs) must follow this when designing and delivering the EPA.
Low carbon heating technician apprentices, their employers and training providers should read this document.
A full-time low carbon heating technician apprentice typically spends 36 months on-programme. The apprentice must spend at least 12 months on-programme and complete the required amount of off-the-job training in line with the apprenticeship funding rules.
The EPA should be completed within an EPA period lasting typically 4 months.
The apprentice must complete their training and meet the gateway requirements before starting their EPA. The EPA will assess occupational competence.
An approved EPAO must conduct the EPA for this apprenticeship. Employers must work with the training provider to select an approved EPAO from the apprenticeship providers and assessment register (APAR).
This EPA has 3 assessment methods.
The grades available for each assessment method are below.
Assessment method 1 - practical assessment with questions:
Assessment method 2 - professional interview underpinned by a portfolio of evidence:
Assessment method 3 - multiple-choice test:
The result from each assessment method is combined to decide the overall apprenticeship grade. The following grades are available for the apprenticeship:
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On-programme - typically 36 months
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The apprentice must complete training to develop the knowledge, skills and behaviours (KSBs) of the occupational standard. The apprentice must complete training towards English and maths qualifications in line with the apprenticeship funding rules. The apprentice must compile a portfolio of evidence. |
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End-point assessment gateway
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The employer must be content that the apprentice is working at or above the occupational standard. The apprentice’s employer must confirm that they think the apprentice:
The apprentice must have achieved English and maths qualifications in line with the apprenticeship funding rules. For the professional interview underpinned by a portfolio of evidence the apprentice must submit a portfolio of evidence. For the practical assessment with questions the EPAO must discuss with the employer the types of low carbon heating and hot water systems installed and serviced by the apprentice in the workplace in the normal course of the role. The EPAO will then use this information to select an appropriate assessment task from a bank of tasks. It is recommended the tasks are developed in consultation with employers. The apprentice and employer are not to be told the specific low carbon heating and hot water system(s) that will be installed and serviced in advance of the assessment. The apprentice must submit any policies and procedures as requested by the EPAO. |
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End-point assessment - typically 4 months
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Grades available for each assessment method: Practical assessment with questions
Professional interview underpinned by a portfolio of evidence
Multiple-choice test
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 4 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 confirm that they think their apprentice is working at or above the occupational standard. The apprentice will then enter the gateway. The employer may take advice from the apprentice's training provider(s), but the employer must make the decision.
The apprentice must meet the gateway requirements before starting their EPA.
These are:
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 any policies and procedures as requested by the EPAO.
The assessment methods can be delivered in any order.
The rationale is that the outcome of one assessment method does not need to be known before starting the next.
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. This allows the apprentice to demonstrate the KSBs mapped to this assessment method.
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 may assess a maximum of 4 apprentices at a time to ensure quality and rigour. They must be as unobtrusive as possible. The EPAO must ensure that an apprentice cannot gain an advantage from seeing what the other apprentices are doing or by hearing answers to questions.
The EPAO must give an apprentice 2 weeks notice of the practical assessment with questions.
The practical assessment with questions must take 28 hours.
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 may take place in parts but must be completed over 4 working day(s). If necessary, the practical assessment may continue into 5 working days if the independent assessor increases the time of the practical assessment by up to 10%. A working day is typically considered to be 7.5 hours long. The reason for this split is to provide sufficient time for the apprentice to complete all elements of the practical assessment.
EPAOs 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 during the working day.
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 observe the following during the practical assessment:
Component 1 – Installation (Typically 23 hours)
The apprentice will be provided with a written brief detailing a customer's low carbon heating and hot water installation specification. The specification will include a low carbon heating and hot water system, that could include but is not limited to:
The apprentice will carry out planning and installation practices, including the following:
The independent assessor will play the role of the customer when the apprentice conducts the customer handover.
Component 2 – Maintenance (Typically 5 hours)
The independent assessor will pre-install two commonly found faults on a low carbon heating and hot water installation that could include but is not limited to:
The apprentice will carry out maintenance practices on the low carbon heating and hot water installation, including the following:
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 independent assessor's questions is to explore aspects of the KSBs not demonstrated in the practical assessment and show depth of understanding. .
Questioning can occur both during and after the practical assessment. The time for questioning is included in the overall assessment time. The independent assessor must ask at least 5 questions. To remain as unobtrusive as possible, the independent assessor should ask questions during natural stops between tasks and after completion of work rather than disrupting the apprentice’s flow. The independent assessor must use the questions from the EPAO’s question bank or create their own questions in-line with the EPAO’s training.
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 and should be kept to a minimum.
The independent assessor must keep accurate records of the assessment. They must record:
The independent assessor must make the grading decision. The practical assessment and responses to questions must be assessed holistically by the independent assessor when they are deciding the grade.
The practical assessment with questions will 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.
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 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 practical assessment with questions:
In the interview, an independent assessor asks the apprentice questions. The apprentice can refer to and illustrate their answers with evidence from their portfolio of evidence. It gives the apprentice the opportunity to demonstrate the KSBs mapped to this EPA method.
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 draw out contextualised examples relating to the KSBs allocated to this assessment method.
The EPAO must give an apprentice 2 weeks notice of the interview.
The independent assessor must have at least 2 week(s) 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 75 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. Follow-up questions are allowed where clarification is required. 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 must make the grading decision. The independent assessor must keep accurate records of the assessment. They must record:
The interview must take place in a suitable venue selected by the EPAO (for example the EPAO’s or employer’s premises).
The interview can be conducted by video conferencing. The EPAO must have processes in place to verify the identity of the apprentice and ensure the apprentice is not being aided.
The interview should take place in a quiet room, free from distractions and influence.
The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO should maintain the security and confidentiality of EPA materials when consulting 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 professional interview underpinned by a portfolio of evidence:
The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation, training, and moderation.
In the 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 test must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.
The multiple-choice test can be computer based.
The multiple-choice test must 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 multiple-choice test.
The apprentice must have 60 minutes to complete the test.
The multiple-choice test is closed book which means that the apprentice cannot refer to reference books or materials whilst taking the test.
The multiple-choice test must be taken in the presence of an invigilator under the responsibility of the EPAO.
The EPAO must have an invigilation policy setting out how the multiple-choice 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 multiple-choice test including the arrangements for on-line testing. The EPAO must ensure that their security arrangements maintain the validity and reliability of the multiple-choice test.
The multiple-choice 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 type supports 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 multiple-choice test. The EPAO must ensure standardisation and moderation of multiple-choice test.
The apprentice must take the multiple-choice 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 multiple-choice test may take place remotely if the appropriate technology and systems are in place to prevent malpractice. The EPAO must ensure invigilation of the apprentice for example with, and not limited to, 360-degree cameras and screen sharing facilities.
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 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 multiple-choice test:
The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation, training, and moderation.
Fail - does not meet pass criteria
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Theme
KSBs
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Pass
Apprentices must demonstrate all the pass descriptors
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Distinction
Apprentices must demonstrate all the pass descriptors and all of the distinction descriptors
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Health and Safety
S1 B1 |
Prioritises and promotes health and safety by applying safe working practices and complying with health and safety regulations and approved codes of practice throughout the practical tasks, ensuring the working environment is safe for themselves and others. (S1, B1)
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Explains the benefits for individuals and the business of compliance with health and safety regulations and procedures and the consequences of non-compliance. (S1) |
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Planning for installation
K21 K24 S3 S4 S13 |
Produces a work programme in line with the installation specification, manufacturer instructions and installation time. Produces a method statement and risk assessment reflective of the installation specification, manufacturers guidance and recommended control measures. (K24, S3, S4) Plans, sizes and selects a suitable carbon heating and hot water system in line with the installation specification, manufacturer guidance and legislative requirements. (K21, S13)
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Justifies the control measures chosen to minimise hazards and risks during the work programme. (S4) |
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Installation and testing
K11 S5 S6 B4 |
Applies techniques to install, test and commission the selected low carbon heating and hot water system in line with manufacturer guidance, legislative requirements and the programme of work. Hands over the installation and provides operational advice in line with manufacturer operational instructions. (K11, S5, S6, B4)
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Justifies the use of installation, testing and commissioning techniques to ensure the system is operating at maximum efficiency. (K11, S5, S6)
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Service and maintenance
K16 K19 S9 |
Applies techniques to perform routine servicing, maintenance, fault diagnosis, and fault rectification on a low carbon heating and hot water system. Ensures the safe isolation of the electrical supply and the work is carried out in line with manufacturer guidance and legislative requirements. (K16, K19, S9) |
Justifies the diagnostic methods they use in the identification and resolution of faults. (K19, S9) |
Fail - does not meet pass criteria
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Theme
KSBs
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Pass
Apprentices must demonstrate all the pass descriptors
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Distinction
Apprentices must demonstrate all the pass descriptors and all of the distinction descriptors
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Environment and sustainability
K2 S2 B2 |
Describes how they consider and apply environmental and sustainability principles in their work. Explains how they apply the principles in line with organisational procedures, regulations and standards on energy efficiency, material reuse, recycling, and management of emissions and waste. (K2, S2, B2) |
Justifies the need to apply environmental and sustainability principles to the industry and their work. (K2, S2) |
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Electrical and electronic control systems
K12 K13 K18 K20 K22 S7 S8 S10 |
Describes how they follow processes and apply techniques to install, test and commission electrical and electronic control systems applicable to low carbon heating and hot water systems, whilst working within the limits of their own competence. Explains how they carry out the work in line with manufacturer guidance and legislative requirements. (K12, K13, K22, S7, S8) Describes how they apply techniques to carry out routine servicing, fault diagnosis, fault rectification and maintenance, on electrical and electronic control systems applicable to low carbon heating and hot water systems. Explains how they safely isolate the supply and carry out the work in line with manufacturer guidance and legislative requirements. (K18, K20, S10) |
None.
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Decommissioning
K14 K15 S11 S12 |
Describes how they apply techniques to decommission low carbon heating and hot water systems, in line with legislative requirements. Explains the limitations of their competence when decommissioning alternative fuel systems, components and appliances. (K14, S11) Describes how they apply techniques to decommission electrical and electronic control systems applicable to low carbon heating and hot water systems in line with legislative requirements. (K15, S12)
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Justifies the importance of following legislative requirements when decommissioning low carbon heating and hot water systems, and the consequences of not doing so. (K14, S11) |
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Communication and collaboration
K7 K25 S14 S15 B3 B5 B7 |
Describes how they communicate with others using verbal and written techniques suitable for the context and how they adapt their style of communication to suit the audience. (K7, S14) Describes how they work ethically, collaboratively and promote teamwork with stakeholders or clients to solve problems. Explains how they are supportive of the needs and concerns of others, especially where this relates to diversity and inclusion. (K25, S15, B3, B5, B7) |
Justifies the use of collaborative, relationship management and problem-solving techniques when managing client or stakeholder contact and describes the impact this can have on the organisation. (K25, S15) |
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CPD and well-being
K23 B6 |
Explains the learning they have completed and recorded to support competence in their role, showing a commitment to future CPD. (B6) Explains the mental and physical health considerations in self and others and how to access support. Explains how mental health can impact the construction industry. (K23)
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None. |
| Grade | Minimum marks required | Maximum marks required |
|---|---|---|
| Fail | 0 | 27 |
| Pass | 28 | 34 |
| Distinction | 35 | 40 |
Performance in the EPA determines the apprenticeship grade of:
An independent assessor must individually grade the: practical assessment with questions and professional 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 or more assessment methods, 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 distinction, the apprentice must achieve a distinction in all three assessment methods. To achieve an overall EPA merit, the apprentice must achieve a distinction in the practical assessment and one other assessment method, as well as a pass in the remaining assessment method.
Grades from individual assessment methods must be combined in the following way to determine the grade of the EPA overall.
| Practical assessment with questions | Professional interview underpinned by a portfolio of evidence | Multiple-choice test | Overall Grading |
|---|---|---|---|
| Distinction | Distinction | Distinction | Distinction |
| Distinction | Distinction | Pass | Merit |
| Distinction | Pass | Distinction | Merit |
| Pass | Distinction | Distinction | Pass |
| Distinction | Pass | Pass | Pass |
| Pass | Distinction | Pass | Pass |
| Pass | Pass | Distinction | Pass |
| Pass | Pass | Pass | Pass |
| Fail | Any grade | Any grade | Fail |
| Any grade | Fail | Any grade | Fail |
| Any grade | Any grade | Fail | Fail |
If the apprentice fails one or more assessment methods 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 EPAO agree the timescale for a re-sit or re-take. A re-sit is typically taken within 4 months of the EPA outcome notification. The timescale for a re-take is dependent on how much re-training is required and is typically taken within 6 months of the EPA outcome notification.
Failed assessment methods must be re-sat or re-taken within a 6-month period from the EPA outcome notification, otherwise the entire EPA will need to be re-sat or re-taken in full.
Re-sits and re-takes are not offered to an apprentice wishing to move from pass to a higher grade.
The apprentice will get a maximum EPA grade of pass for a re-sit or re-take, unless the EPAO determines there are exceptional circumstances.
| Roles | Responsibilities |
|---|---|
|
Apprentice |
As a minimum, the apprentice should:
|
|
Employer |
As a minimum, the apprentice's employer must:
|
|
EPAO |
As a minimum, the EPAO must:
|
|
Independent assessor |
As a minimum, an independent assessor must:
|
|
Training provider |
As a minimum, the training provider must:
|
|
Marker |
As a minimum, the marker must:
|
|
Invigilator |
As a minimum, the invigilator must:
|
The EPAO must have reasonable adjustments arrangements for the EPA.
This should include:
Adjustments must maintain the validity, reliability and integrity of the EPA as outlined in this EPA plan.
Internal quality assurance refers to how the EPAO ensures valid, consistent and reliable EPA decisions. The EPAO must adhere to the requirements within the roles and responsibilities section:
The EPAO must also:
Affordability of the EPA will be aided by using at least some of the following:
Professional body recognition is not relevant to this occupational apprenticeship.
| Knowledge | Assessment methods |
|---|---|
|
K1
Health and safety legislation, approved codes of practice and guidance and safe working practices applicable to work in the building services and wider construction industry. Back to Grading |
Multiple-choice test |
|
K2
Principles of sustainability, energy efficiency, reuse of materials and recycling. Principles of control and management of emissions and waste. Efficient use of resources and legislation. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
K3
Common installation practices and techniques used in the installation and maintenance of low carbon heating and hot water systems (air source, water source and ground source heat pumps, solar thermal systems, unvented hot water systems, connections to cold water systems, lower temperature wet central heating). Back to Grading |
Multiple-choice test |
|
K4
Scientific and mechanical principles applicable to how low carbon heating, cooling and hot water systems work, including coefficient of performance (COP) and seasonal performance factor (SPF). Back to Grading |
Multiple-choice test |
|
K5
Roles and responsibilities of persons within the low carbon heating and hot water systems industry and related trades. Back to Grading |
Multiple-choice test |
|
K6
Legislative requirements and sources of information applicable to low carbon heating and hot water system installation, service and repair. Back to Grading |
Multiple-choice test |
|
K7
Communication techniques used with different audiences. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
K8
Layout features, working principles and legislative requirements of cold water systems connected to low carbon heating and hot water systems. Back to Grading |
Multiple-choice test |
|
K9
Layout features and working principles of low carbon heating and hot water systems. Back to Grading |
Multiple-choice test |
|
K10
Sustainability: sources of renewable and non-renewable energy, current energy efficiency advice and guidance, UN Sustainability Development Goals, decarbonisation. Back to Grading |
Multiple-choice test |
|
K11
Testing and commissioning practices and techniques applicable to low carbon heating and hot water systems. Back to Grading |
Practical assessment with questions |
|
K12
Installation practices and techniques of electrical and electronic control systems applicable to low carbon heating and hot water systems. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
K13
Testing and commissioning practices and techniques of electrical and electronic control systems applicable to low carbon heating and hot water systems. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
K14
Decommissioning practices applicable to heating and hot water systems including limitations to operative competence with regard to other fuel systems supply, components and appliances. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
K15
Decommissioning practices of electrical and electronic control systems applicable to heating and hot water systems. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
K16
Routine service and maintenance practices and techniques applicable to low carbon heating and hot water systems. Back to Grading |
Practical assessment with questions |
|
K17
F-Gas regulations: purpose and application Back to Grading |
Multiple-choice test |
|
K18
Routine service and maintenance practices and techniques of electrical and electronic control systems applicable to low carbon heating and hot water systems. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
K19
Fault finding, diagnosis and rectification practices and techniques applicable to low carbon heating and hot water systems. Back to Grading |
Practical assessment with questions |
|
K20
Fault finding, diagnosis and rectification practices and techniques of electrical and electronic control systems applicable to low carbon heating and hot water systems including safe isolation procedures. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
K21
Planning, sizing and selecting practices for low carbon heating and hot water systems and components. Back to Grading |
Practical assessment with questions |
|
K22
Processes and procedures of electrical supply and control systems applicable to low carbon heating and hot water systems and work including limits to operative competence. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
K23
Well-being: mental and physical health considerations in self and others and how to access support. Impact of mental health on the construction industry. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
K24
Risk assessments, method statements and work programmes: production methods and requirements. Back to Grading |
Practical assessment with questions |
|
K25
Collaborative and ethical working, relationship management with clients and stakeholders and mutual problem-solving techniques. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
K26
Electrical safety: working with electricals in low carbon heating and hot water systems. Understanding limits of competence, what not to do, and when to engage a competent electrician, as well as other trades. Back to Grading |
Multiple-choice test |
| Skill | Assessment methods |
|---|---|
|
S1
Operate in a safe working manner by complying with health and safety legislation, approved codes of practice and guidance and applying safe working practices. Back to Grading |
Practical assessment with questions |
|
S2
Apply environmental and sustainability principles. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
S3
Produce work programmes for tasks within low carbon heating and hot water industry. Back to Grading |
Practical assessment with questions |
|
S4
Produce risk assessments and method statements for the low carbon heating and hot water systems work. Back to Grading |
Practical assessment with questions |
|
S5
Install, low carbon heating and hot water systems. Back to Grading |
Practical assessment with questions |
|
S6
Test, commission and handover low carbon heating and hot water systems, including providing operational advice. Back to Grading |
Practical assessment with questions |
|
S7
Install electrical and electronic control systems applicable to low carbon heating and hot water systems. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
S8
Test and commission electrical and electronic control systems applicable to low carbon heating and hot water systems. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
S9
Service, maintain, diagnose faults and rectify low carbon heating and hot water systems, including safe isolation of supply. Back to Grading |
Practical assessment with questions |
|
S10
Perform routine service, maintenance, fault diagnosis and rectification procedures and techniques on electrical and electrical control systems applicable to low carbon heating and hot water systems including carrying out safe isolation procedures. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
S11
Decommission heating and hot water systems. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
S12
Decommission electrical and electrical control systems applicable to heating and hot water systems. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
S13
Plan, size and select low carbon heating and hot water systems. Back to Grading |
Practical assessment with questions |
|
S14
Communicate with others verbally and in writing. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
S15
Works collaboratively with clients or stakeholders to solve problems. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
| Behaviour | Assessment methods |
|---|---|
|
B1
Takes personal responsibility for and promotes health and safety. Back to Grading |
Practical assessment with questions |
|
B2
Considers the environment and sustainability. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
B3
Collaborates and promotes teamwork. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
B4
Takes responsibility for completing work. Back to Grading |
Practical assessment with questions |
|
B5
Supports an inclusive culture. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
B6
Committed to continued professional development (CPD). Back to Grading |
Professional interview underpinned by a portfolio of evidence |
|
B7
Act ethically. Back to Grading |
Professional interview underpinned by a portfolio of evidence |
| KSBS GROUPED BY THEME | Knowledge | Skills | Behaviour |
|---|---|---|---|
|
Health and Safety
S1 B1 |
None |
Operate in a safe working manner by complying with health and safety legislation, approved codes of practice and guidance and applying safe working practices. (S1) |
Takes personal responsibility for and promotes health and safety. (B1) |
|
Planning for installation
K21 K24 S3 S4 S13 |
Planning, sizing and selecting practices for low carbon heating and hot water systems and components. (K21) Risk assessments, method statements and work programmes: production methods and requirements. (K24) |
Produce work programmes for tasks within low carbon heating and hot water industry. (S3) Produce risk assessments and method statements for the low carbon heating and hot water systems work. (S4) Plan, size and select low carbon heating and hot water systems. (S13) |
None |
|
Installation and testing
K11 S5 S6 B4 |
Testing and commissioning practices and techniques applicable to low carbon heating and hot water systems. (K11) |
Install, low carbon heating and hot water systems. (S5) Test, commission and handover low carbon heating and hot water systems, including providing operational advice. (S6) |
Takes responsibility for completing work. (B4) |
|
Service and maintenance
K16 K19 S9 |
Routine service and maintenance practices and techniques applicable to low carbon heating and hot water systems. (K16) Fault finding, diagnosis and rectification practices and techniques applicable to low carbon heating and hot water systems. (K19) |
Service, maintain, diagnose faults and rectify low carbon heating and hot water systems, including safe isolation of supply. (S9) |
None |
| KSBS GROUPED BY THEME | Knowledge | Skills | Behaviour |
|---|---|---|---|
|
Environment and sustainability
K2 S2 B2 |
Principles of sustainability, energy efficiency, reuse of materials and recycling. Principles of control and management of emissions and waste. Efficient use of resources and legislation. (K2) |
Apply environmental and sustainability principles. (S2) |
Considers the environment and sustainability. (B2) |
|
Electrical and electronic control systems
K12 K13 K18 K20 K22 S7 S8 S10 |
Installation practices and techniques of electrical and electronic control systems applicable to low carbon heating and hot water systems. (K12) Testing and commissioning practices and techniques of electrical and electronic control systems applicable to low carbon heating and hot water systems. (K13) Routine service and maintenance practices and techniques of electrical and electronic control systems applicable to low carbon heating and hot water systems. (K18) Fault finding, diagnosis and rectification practices and techniques of electrical and electronic control systems applicable to low carbon heating and hot water systems including safe isolation procedures. (K20) Processes and procedures of electrical supply and control systems applicable to low carbon heating and hot water systems and work including limits to operative competence. (K22) |
Install electrical and electronic control systems applicable to low carbon heating and hot water systems. (S7) Test and commission electrical and electronic control systems applicable to low carbon heating and hot water systems. (S8) Perform routine service, maintenance, fault diagnosis and rectification procedures and techniques on electrical and electrical control systems applicable to low carbon heating and hot water systems including carrying out safe isolation procedures. (S10) |
None |
|
Decommissioning
K14 K15 S11 S12 |
Decommissioning practices applicable to heating and hot water systems including limitations to operative competence with regard to other fuel systems supply, components and appliances. (K14) Decommissioning practices of electrical and electronic control systems applicable to heating and hot water systems. (K15) |
Decommission heating and hot water systems. (S11) Decommission electrical and electrical control systems applicable to heating and hot water systems. (S12) |
None |
|
Communication and collaboration
K7 K25 S14 S15 B3 B5 B7 |
Communication techniques used with different audiences. (K7) Collaborative and ethical working, relationship management with clients and stakeholders and mutual problem-solving techniques. (K25) |
Communicate with others verbally and in writing. (S14) Works collaboratively with clients or stakeholders to solve problems. (S15) |
Collaborates and promotes teamwork. (B3) Supports an inclusive culture. (B5) Act ethically. (B7) |
|
CPD and well-being
K23 B6 |
Well-being: mental and physical health considerations in self and others and how to access support. Impact of mental health on the construction industry. (K23) |
None |
Committed to continued professional development (CPD). (B6) |
Contact us about this apprenticeship
| Version | Change detail | Earliest start date | Latest start date | Latest end date |
|---|---|---|---|---|
| 1.1 | Occupational standard and end-point assessment plan revised. | 17/01/2024 | Not set | Not set |
| 1.0 | Approved for delivery | 09/08/2023 | 16/01/2024 | Not set |
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