This apprenticeship standard has been approved for delivery by the Institute for Apprenticeships and Technical Education. However, starts on the apprenticeship will only be possible once a suitable end-point assessment organisation (EPAO) has obtained Ofqual recognition. Once the EPAO has obtained Ofqual recognition, funding for apprentice starts will be permitted and this message will be removed.
Install, service and repair transport refrigeration units.
This occupation is found in the supply chain industry. The cold chain is a series of uninterrupted refrigerated production methods, storage and distribution activities, along with associated equipment and logistics, which maintain quality via a desired temperature range. It is used to preserve, to extend and ensure the shelf life of products such as meat, fresh agricultural produce, seafood, frozen food, chemicals, and pharmaceutical products as well some unusual products such as antiques and artwork. The industry is crucial to the transportation and distribution of vaccines.
The broad purpose of the occupation is to install, service and repair transport refrigeration units (TRU) and associated equipment, found on vehicles such as HGV trucks, HGV trailers and home delivery vans. Technicians are highly skilled individuals, able to quickly diagnose faults and maintenance issues encountered with this complex and specialist equipment. The service provided must be of the highest level in order to protect and preserve the various loads the client is responsible for transporting. Professionalism and product knowledge are key skills the technician must possess in order to carry out the work effectively.
In their daily work, an employee in this occupation interacts with customers, their local service office, client security staff and other drivers. Technicians could be based in a depot or mobile, working from a van travelling to customer sites to carry out service and repairs. They can also be on-call, required to attend urgent breakdown calls to repair a client’s equipment so that they can complete their deliveries. A single loaded trailer can have hundreds of thousands of pounds worth of stock and repairs are often required to be carried out urgently to save the load. Because of the nature of the industry, these calls can come in 24 hours a day, 365 days a year.
An employee in this occupation will be responsible for their van, company equipment and stock that they carry. Maintaining stock is paramount and maintaining a complete stock of base level equipment ensures the required parts are instantly available.
This is a summary of the key things that you – the apprentice and your employer need to know about your end-point assessment (EPA). You and your employer should read the EPA plan for the full details. It has information on assessment method requirements, roles and responsibilities, and re-sits and re-takes.
An EPA is an assessment at the end of your apprenticeship. It will assess you against the knowledge, skills, and behaviours (KSBs) in the occupational standard. Your training will cover the KSBs. The EPA is your opportunity to show an independent assessor how well you can carry out the occupation you have been trained for.
Your employer will choose an end-point assessment organisation (EPAO) to deliver the EPA. Your employer and training provider should tell you what to expect and how to prepare for your EPA.
The length of the training for this apprenticeship is typically 36 months. The EPA period is typically 4 months.
The overall grades available for this apprenticeship are:
When you pass the EPA, you will be awarded your apprenticeship certificate.
The EPA gateway is when the EPAO checks and confirms that you have met any requirements required before you start the EPA. You will only enter the gateway when your employer says you are ready.
The gateway requirements for your EPA are:
For the mobile transport refrigeration technician, the qualification required is:
City & Guilds Level 2 Award in F-Gas and ODS Regulations: Category I, or another accredited organisation who offer this qualification (or an equivalent qualification that a European Union (EU) member state recognises) https://www.gov.uk/guidance/qualifications-required-to-work-on-equipment-containing-f-gas
Observation with questions
You will be observed by an independent assessor completing your work. It will last at least 6 hours. They will ask you at least 6 questions.
Interview underpinned by a portfolio of evidence
You will have an interview with an independent assessor. It will last at least 90 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 30 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 supply chain industry. The cold chain is a series of uninterrupted refrigerated production methods, storage and distribution activities, along with associated equipment and logistics, which maintain quality via a desired temperature range. It is used to preserve, to extend and ensure the shelf life of products such as meat, fresh agricultural produce, seafood, frozen food, chemicals, and pharmaceutical products as well some unusual products such as antiques and artwork. The industry is crucial to the transportation and distribution of vaccines.
The broad purpose of the occupation is to install, service and repair transport refrigeration units (TRU) and associated equipment, found on vehicles such as HGV trucks, HGV trailers and home delivery vans. Technicians are highly skilled individuals, able to quickly diagnose faults and maintenance issues encountered with this complex and specialist equipment. The service provided must be of the highest level in order to protect and preserve the various loads the client is responsible for transporting. Professionalism and product knowledge are key skills the technician must possess in order to carry out the work effectively.
In their daily work, an employee in this occupation interacts with customers, their local service office, client security staff and other drivers. Technicians could be based in a depot or mobile, working from a van travelling to customer sites to carry out service and repairs. They can also be on-call, required to attend urgent breakdown calls to repair a client’s equipment so that they can complete their deliveries. A single loaded trailer can have hundreds of thousands of pounds worth of stock and repairs are often required to be carried out urgently to save the load. Because of the nature of the industry, these calls can come in 24 hours a day, 365 days a year.
An employee in this occupation will be responsible for their van, company equipment and stock that they carry. Maintaining stock is paramount and maintaining a complete stock of base level equipment ensures the required parts are instantly available.
| Duty | KSBs |
|---|---|
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Duty 1 Conduct dynamic risk assessments before and throughout each job. |
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Duty 2 Install Transport Refrigeration Units (TRUs) to a range of vehicles including HGV trucks, trailers, and home delivery vans. |
K1 K3 K6 K7 K8 K9 K10 K11 K12 K13 K15 K16 K17 K22 K23 K24 K25 K26 K28 K29 K30 K31 |
|
Duty 3 Commission new TRUs to ensure the unit tests correctly and pulls the correct temperatures on diesel and electric vehicles. |
K3 K8 K9 K10 K11 K12 K13 K15 K16 K17 K22 K23 K24 K25 K26 K28 K29 K30 K31 |
|
Duty 4 Inspect or service TRUs both in the depot and at the client’s premises. |
K2 K3 K4 K5 K7 K8 K9 K11 K12 K13 K15 K16 K17 K20 K22 K23 K24 K25 K26 K28 K29 K30 K31 |
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Duty 5 Fault-find and repair TRUs. |
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Duty 6 Attend breakdown calls, performing quick diagnoses in order to carry out emergency repairs on TRUs. |
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Duty 7 Complete legal documentation for customers and employer. |
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Duty 8 Liaise with customers: explain clearly the work being carried out, updating them on progress and providing estimates. |
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Duty 9 Maintain a complete stock of base level equipment. |
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Duty 10 Conduct driver training with the customer to ensure the most efficient use of TRUs. |
K1: Principles of installation to Transport Refrigeration Units (TRUs) fitted to vehicles, including HGV trucks, trailers, and home delivery vans.
Back to Duty
K2: Principles of inspecting and servicing to TRUs fitted to vehicles, including HGV trucks, trailers and home delivery vans.
Back to Duty
K3: Principles of thermodynamics, gas laws, psychometrics, fluid flows and electrical fault-finding.
Back to Duty
K4: Maintenance and operational practices on TRUs, including the principle working of an internal combustion engine, refrigeration systems, and all electrical operations.
Back to Duty
K5: Maintenance strategies, practices, and techniques; to include planned, preventative, predictive and reactive methods, and their frequency.
Back to Duty
K6: Retrofitting of a refrigeration system – and the principles and implications of using a different refrigerant gas than originally intended.
Back to Duty
K7: The importance of installing and removing gauges, with a minimal loss of refrigerant.
Back to Duty
K8: Tools and equipment used in TRUs. Purpose, operation, and the importance of using the correct type of tools.
Back to Duty
K9: How to use manufacturer’s instructions, manuals, and calibration records.
Back to Duty
K10: Installation practices and techniques when installing TRUs to a range of vehicles.
Back to Duty
K11: Principles of decommissioning a TRU, including the safe disposal of equipment and hazardous waste.
Back to Duty
K12: Operation of system components and how they interact on different TRUs.
Back to Duty
K13: Diagrams, calculations, charts, and formulae, and how to apply them.
Back to Duty
K14: Documentation methods and requirements – electronic and paper, for services completed.
Back to Duty
K15: Heating load – amount of heat energy needed to be added to a space to maintain the temperature in an acceptable range.
Back to Duty
K16: Cooling load – amount of heat energy needed to be removed from a space (cooling) to maintain the temperature in an acceptable range.
Back to Duty
K17: Importance of testing the correct specified temperature for TRUs on vehicles.
Back to Duty
K18: Fault finding techniques: root cause analysis related to TRU operations.
Back to Duty
K19: Diagnostic software systems for TRUs.
Back to Duty
K20: Engineering standards and regulations, relevant to the occupation and technician's responsibilities. British Standards (BS). International Organisation for Standardisation standards (ISO). European Norm (EN).
Back to Duty
K21: GDPR and cyber security regulations and policies.
Back to Duty
K22: The commercial significance of why repairs need to be accurately identified and recorded, including the importance of producing accurate quotations.
Back to Duty
K23: Understand types of knowledge and guidance in the use of TRUs efficiency for customers and stakeholders.
Back to Duty
K24: Awareness of health and safety regulations, for example Health and Safety at Work Act – responsibilities, near miss reporting, emergency evacuation procedures, risk assessments, safety equipment (guards, signage, and fire extinguishers) and electrical safety and compliance, in both alternating current (AC) and direct current (DC).
Back to Duty
K25: HSE Working at Height Regulations, HSE Confined Spaces Regulations, Lifting Operations and Lifting Equipment Regulations (LOLER).
Back to Duty
K26: Environmental and sustainability regulations and guidance. Environmental hazards that can arise from TRU operations. Environmental management systems standard. Environmental Protection Act. Environmental signage and notices. Types of pollution and control measures: noise, smells, spills, and waste. Environmental permits. Waste Electrical and Electronic Equipment Directive (WEEE). Hazardous waste regulations. Energy consumption and usage profiling. Data logging to optimise energy performance. The climate change agreements. Carbon reduction commitment (CRC).
Back to Duty
K27: Risk identification, including mitigation measures.
Back to Duty
K28: TRU legislative and regulatory frameworks, for example F-gas Regulation.
Back to Duty
K29: Current and emerging power generation technology for TRUs (for example hydrogen energy) and the green environmental benefits.
Back to Duty
K30: Efficient use of resources. Recycling, reuse, and safe disposal of waste, when working with pressure systems, electrical circuits, and flammable substances.
Back to Duty
K31: Work organisation and time management techniques.
Back to Duty
K32: Principles of equity, diversity and inclusion in the workplace, and their impact on organisations and customers.
Back to Duty
S1: Install TRUs to a vehicle, which can include, piping a unit, fitting fuel lines and fitting accessories (data recorders, solar panels), depending on the unit type.
Back to Duty
S2: Ensures the unit tests correctly and pulls the correct temperature, according to the requirements of the commissioning document.
Back to Duty
S3: Apply maintenance practices and techniques, including, clean, lubricate, and replace parts.
Back to Duty
S4: Inspect and service TRUs, which can include refrigeration checks, engine checks, oil, fuel and air filter replacements and electrical checks.
Back to Duty
S5: Fault find, diagnose faults, and repair TRUs - performing quick diagnosis on electrical and electronic control systems.
Back to Duty
S6: Install and remove gauges.
Back to Duty
S7: Determine heating and cooling loads to select and balance refrigeration system components.
Back to Duty
S8: Select and use the correct type of tool(s) and equipment to ensure components are not damaged.
Back to Duty
S9: Provide accurate quotations.
Back to Duty
S10: Plan, set up and restore the work area.
Back to Duty
S11: Apply industry standards and regulations in the decommission of TRUs, to safely dispose of equipment and hazardous waste transfers.
Back to Duty
S12: Identify hazards and risks in the workplace and apply control measures.
Back to Duty
S13: Apply health and safety procedures and safe systems of work in compliance with regulations and standards, including HSE regulations when working at height.
Back to Duty
S14: Communicate with others verbally, for example, internal or external customers, colleagues, and managers.
Back to Duty
S15: Organise and prioritise own work.
Back to Duty
S16: Record or enter information – paper based or electronic. For example, job sheets, risk assessments, work sheets, waste environmental records, any legal reporting requirements, and providing accurate questions.
Back to Duty
S17: Apply environmental and sustainability procedures in compliance with regulations and standards for example, segregate resources for reuse, recycling, and disposal.
Back to Duty
S18: Complies with GDPR and cyber security regulations and policies.
Back to Duty
S19: Follow and apply equity, diversity, and inclusion rules and procedures.
Back to Duty
B1: Respond and adapt to work demands and situations.
Back to Duty
B2: Take responsibility for the quality of work and enable others to work to high standards.
Back to Duty
B3: Apply a professional approach.
Back to Duty
B4: Prioritise health and safety.
Back to Duty
B5: Committed to continued professional development (CPD) to maintain and enhance competence in their own area of practice.
Back to Duty
B6: Consider the impact on the environment when using resources and carrying out work.
Back to Duty
B7: Support an inclusive workplace, for example being respectful of different views.
Back to Duty
Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-Point Assessment. For those with an education, health and care plan or a legacy statement, the apprenticeship’s English and maths minimum requirement is Entry Level 3. A British Sign Language (BSL) qualification is an alternative to the English qualification for those whose primary language is BSL.
Level: 2
Ofqual regulated
V1.0
This document explains the requirements for end-point assessment (EPA) for the mobile transport refrigeration technician apprenticeship. End-point assessment organisations (EPAOs) must follow this when designing and delivering the EPA.
Mobile transport refrigeration technician apprentices, their employers and training providers should read this document.
A full-time mobile transport refrigeration technician apprentice typically spends 36 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 end-point assessment organisations (RoEPAO).
This EPA has 3 assessment methods.
The grades available for each assessment method are below.
Assessment method 1 - observation with questions:
Assessment method 2 - 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:
The qualification required is: City & Guilds Level 2 Award in F-Gas and ODS Regulations: Category I, or another accredited organisation who offer this qualification (or an equivalent qualification that a European Union (EU) member state recognises) https://www.gov.uk/guidance/qualifications-required-to-work-on-equipment-containing-f-gas
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|---|---|
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End-point assessment gateway
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The apprentice’s employer must be content that the apprentice has attained sufficient KSBs to complete the apprenticeship. The apprentice must:
For the interview - underpinned by 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 4 months
|
The grades available for each assessment method are below
Observation with questions:
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 start the EPA as quickly as possible.
The apprentice’s employer must be content that the apprentice has attained sufficient KSBs to complete the apprenticeship. The employer may take advice from the apprentice's training provider, but the employer must make the decision. The apprentice will then enter the gateway.
The apprentice must meet the gateway requirements before starting their EPA.
They must:
Portfolio of evidence requirements:
The apprentice must compile a portfolio of evidence during the on-programme period of the apprenticeship. It should only contain evidence related to the KSBs that will be assessed by this assessment method. It will typically contain 10 discrete pieces of evidence. Evidence must be mapped against the KSBs. Evidence may be used to demonstrate more than one KSB; a qualitative as opposed to quantitative approach is suggested.
Evidence sources may include:
This is not a definitive list; other evidence sources can be included.
The portfolio of evidence should not include reflective accounts or any methods of self-assessment. Any employer contributions should focus on direct observation of performance (for example, witness statements) rather than opinions. The evidence provided should be valid and attributable to the apprentice; the portfolio of evidence should contain a statement from the employer and apprentice confirming this.
The EPAO should not assess the portfolio of evidence directly as it underpins the interview.
They are not required to provide feedback after this review.
The apprentice must submit the gateway evidence to their EPAO, including any organisation specific policies and procedures requested by the EPAO.
The assessment methods can be delivered in any order.
The result of one assessment method does not need to be known before starting the next.
In the observation with questions, an independent assessor observes the apprentice in their workplace and asks questions. The apprentice completes their day-to-day duties under normal working conditions. Simulation is not allowed. It gives the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method.
This assessment method is being used because:
The observation with questions must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.
An independent assessor must conduct and assess the observation with questions.
The independent assessor must only observe one apprentice at a time to ensure quality and rigour. They must be as unobtrusive as possible.
The EPAO must give the apprentice 2 weeks' notice of the observation with questions.
The observation must take 6 hours.
The independent assessor can increase the time of the observation with questions by up to 10%. This time is to allow the apprentice to complete a task or respond to a question if necessary.
The observation may be split into discrete sections held on the same working day.
The EPAO must manage invigilation of the apprentice during the assessment, to maintain security of the EPA, in line with their malpractice policy. This includes breaks and moving between locations.
The independent assessor must explain to the apprentice the format and timescales of the observation with questions before it starts. This does not count towards the assessment time.
The independent assessor should observe the following during the observation:
These activities provide the apprentice with the opportunity to demonstrate the KSBs mapped to this assessment method.
The independent assessor must ask questions. Questioning can occur both during and after the observation.
The purpose of the questioning is to assess the level of competence against the grading descriptors.
The time for questioning is included in the overall assessment time. The independent assessor must ask at least 6 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. Follow-up questions are allowed where clarification is required.
The independent assessor must ask questions about KSBs that were not observed to gather assessment evidence. These questions are in addition to the above set number of questions for the observation with questions and should be kept to a minimum.
The independent assessor must make the grading decision. The independent assessor must assess the observation and responses to questions holistically when deciding the grade.
The independent assessor must keep accurate records of the assessment. They must record:
The observation with questions must take place in the apprentice’s normal place of work for example, their employer’s premises or a customer’s premises. Equipment and resources needed for the observation must be provided by the employer and be in good and safe working condition.
Questioning that occurs after the observation should take place in a quiet room, free from distractions and influence.
The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO must maintain the security and confidentiality of EPA materials when consulting with employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.
The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.
The EPAO must produce the following materials to support the observation with questions:
The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.
In the interview, an independent assessor asks the apprentice questions. It gives the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method.
The apprentice can refer to and illustrate their answers with evidence from their portfolio of evidence.
This assessment method is being used because:
The interview must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.
An independent assessor must conduct and assess the interview.
The purpose of the independent assessor’s questions will be to cover the following themes:
The EPAO must give an apprentice 2 weeks' notice of the interview.
The independent assessor must have at least 4 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 90 minutes. The independent assessor can increase the time of the interview by up to 10%. This time is to allow the apprentice to respond to a question if necessary.
The independent assessor must ask at least 8 questions. The independent assessor must use the questions from the EPAO’s question bank.
The independent assessor must make the grading decision.
The independent assessor must keep accurate records of the assessment. They must record:
The interview must take place in a suitable venue selected by the EPAO for example, the EPAO’s or employer’s premises.
The interview can be conducted by video conferencing. The EPAO must have processes in place to verify the identity of the apprentice and ensure the apprentice is not being aided.
The interview should take place in a quiet room, free from distractions and influence.
The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO must maintain the security and confidentiality of EPA materials when consulting with employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.
The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.
The EPAO must ensure that the apprentice has a different set of questions in the case of re-sits or re-takes.
The EPAO must produce the following materials to support the interview - underpinned by a portfolio of evidence:
The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.
In the multiple-choice test, the apprentice answers questions in a controlled and invigilated environment. It gives the apprentice the opportunity to demonstrate the knowledge mapped to this assessment method.
This assessment method is being used because:
The multiple-choice test must be structured to give the apprentice the opportunity to demonstrate the knowledge mapped to this assessment method to the highest available grade.
The test must be computer based.
The test will consist of 30 multiple-choice questions.
Multiple-choice questions must have four options, including one correct answer.
The apprentice must be given at least 2 weeks’ notice of the date and time of the test.
The apprentice must have 60 minutes to complete the test.
The test is closed book which means that the apprentice cannot refer to reference books or materials whilst taking the test.
The test must be taken in the presence of an invigilator who is the responsibility of the EPAO. The EPAO must have an invigilation policy setting out how the test must be conducted. It must state the ratio of apprentices to invigilators for the setting and allow the test to take place in a secure way.
The EPAO must verify the apprentice’s identity and ensure invigilation of the apprentice for example, with 360-degree cameras and screen sharing facilities.
The EPAO is responsible for the security of the test including the arrangements for on-line testing. The EPAO must ensure that their security arrangements maintain the validity and reliability of the test.
An independent assessor or marker employed by the EPAO must mark the test. They must follow a marking scheme produced by the EPAO. Marking by computer is allowed where the types of question support this.
A correct answer gets 1 mark.
Any incorrect or missing answers get zero marks.
The EPAO is responsible for overseeing the marking of the test. The EPAO must ensure standardisation and moderation of tests with written answers.
The apprentice must take the test in a suitably controlled and invigilated environment that is a quiet room, free from distractions and influence. The EPAO must check the venue is suitable.
The test could take place remotely if the appropriate technology and systems are in place to prevent malpractice.
The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO
should maintain the security and confidentiality of EPA materials when consulting with employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.
The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.
The EPAO must ensure that the apprentice has a different set of questions in the case of re-sits or re-takes.
The EPAO must produce the following materials to support the test:
The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.
Fail - does not meet pass criteria
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Theme
KSBs
|
Pass
Apprentices must demonstrate all of the pass descriptors
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Distinction
Apprentices must demonstrate all of the pass descriptors and all of the distinction descriptors
|
|---|---|---|
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Service and Repair
K2 K7 K12 S4 S6 |
Inspects and services TRUs, which can include refrigeration checks, engine checks, oil, fuel and air filter replacements and electrical checks, in line with procedures. (K2, K7, S4, S6) Explains the operation of system components and how they interact on different TRUs. (K12) |
None
|
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Tools and Equipment
K8 S8 |
Selects and uses the correct tools and equipment according to manufacturer’s instructions. (K8, S8) |
Justifies their choice of equipment used. (K8, S8) |
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Fault Finding and Testing
K17 K18 S2 S5 S7 |
Uses fault finding techniques to find and diagnose faults. Performs quick diagnosis on electrical and electronic control systems to repair TRUs in line with procedures. (K18, S5) Tests for the specified temperature of the TRU, determining the heating and cooling load and selects and balances the refrigeration system components, for best performance and operation of the TRU. (K17, S2, S7) |
Justifies their chosen fault-finding techniques used. (K18, S5) |
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Communication and Customer Service
S14 B3 |
Applies a professional approach using verbal, communication techniques suitable for the context and the audience. (S14, B3) |
None
|
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Documentation
K14 S16 |
Records or enters information for work tasks in line with procedures in full - paper-based or electronic. (K14, S16) |
None |
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Health and Safety
S10 S13 B4 |
Prioritises and applies health and safety procedures, and safe systems of work in compliance with regulations and standards, ensuring the working environment is safe for themselves and others when working at height. (S13, B4) Plans, set up and restore the work area in line with company requirements. (S10) |
Justifies their choice of action that complies with, and prioritises, health and safety legislation in their work. (S13, B4) |
Fail - does not meet pass criteria
|
Theme
KSBs
|
Pass
Apprentices must demonstrate all the pass descriptors
|
Distinction
Apprentices must demonstrate all the pass descriptors and all of the distinction descriptors
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|---|---|---|
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Maintenance and Installation Techniques
K1 K5 K10 S1 S3 |
Explains the principles of installing TRUs to vehicles, including HGV trucks, trailers, and home delivery vans. (K1, K10, S1) Explains maintenance strategies, practices, and techniques used on TRUs, to include planned, preventative, predictive and reactive methods, and their frequency. (K5, S3)
|
None
|
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The Environment and Sustainability
K11 K29 K30 S11 S17 B6 |
Explains current and emerging technology in environmental practices and the benefits, including retrofitting. (K29) Explains how they apply the principles of decommissioning a TRU and apply the industry standards and regulations to safely dispose of equipment and hazardous waste transfers. (K11, S11) Explains how they consider the environmental impact and sustainability procedures in compliance with regulations and standards when working with pressure systems, electrical circuits, and flammable substances for example: recycling, reuse of materials, disposal of waste. (K30, S17, B6) |
Justifies the actions they took and the choices they made when complying with environment and sustainability regulations and procedures. (K30, S17)
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Retrofitting a Refrigeration Unit
K6 |
Explains the process of retrofitting a refrigeration system, including using different gases. (K6) |
None |
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Risk Assessment
K27 S12 |
Explains how they have identified hazards, and how they mitigated risks, and applied control measures. (K27, S12) |
None
|
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Accurate Reporting, Policies and Procedures
K21 K22 K23 S9 S18 |
Explains GDPR and cyber security regulations policies. (K21) Provide accurate quotations and explains the commercial significance of accurately identifying and recording quotations. (K22, S9) Explains the types of knowledge and guidance you would provide customers and stakeholders in the use of efficiency on TRUs. (K23) Explains how they use IT, and comply with data protection and cyber security regulations and policies. (S18) |
Outlines the benefits to the business of ensuring GDPR and cyber security regulations and policies are followed. (K21, S18) |
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Continuous Professional Development
K32 S19 B5 B7 |
Outlines planned and unplanned learning they have completed and recorded to maintain and enhance competence in their own area of practice. (B5) Explains how they take account of individuals needs in relation to equity, diversity and inclusion in line with regulations and guidance. (K32, S19, B7) |
None |
|
Documentation
K9 |
Explains manufacturers' instructions, manuals and calibration records in TRUs, and how to use them. (K9) |
None |
|
Diagnostic, Problem Solving, including Calculations
K13 K19 |
Identifies diagrams, calculations, charts and formulae and how to apply them. (K13) Describes diagnostic software systems used in TRUs. (K19) |
None |
|
Work Organisation
K31 S15 B1 B2 |
Explains how they prioritise and use time management techniques. Explains how they have responded and adapted to work demands or situations taking responsibility for the quality of work. (K31, S15, B1, B2) |
None |
| Grade | Minimum marks required | Maximum marks required |
|---|---|---|
| Fail | 0 | 20 |
| Pass | 21 | 30 |
Performance in the EPA determines the overall grade of:
An independent assessor must individually grade the observation 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 EPA merit, the apprentice must achieve a pass in the multiple-choice test and a distinction in either the observation or the interview. To achieve an overall EPA distinction, the apprentice must achieve a pass in the multiple-choice test, and distinctions in both the observation and interview.
Grades from individual assessment methods must be combined in the following way to determine the grade of the EPA overall.
| Observation with questions | Interview - underpinned by a portfolio of evidence | Multiple-choice test | Overall Grading |
|---|---|---|---|
| Any grade | Any grade | Fail | Fail |
| Any grade | Fail | Any grade | Fail |
| Fail | Any grade | Any grade | Fail |
| Pass | Pass | Pass | Pass |
| Distinction | Pass | Pass | Merit |
| Pass | Distinction | Pass | Merit |
| Distinction | Distinction | Pass | Distinction |
If the apprentice fails one assessment method or more, they can take a re-sit or a re-take at their employer’s discretion. The apprentice’s employer needs to agree that a re-sit or re-take is appropriate. A re-sit does not need further learning, whereas a re-take does. The apprentice should have a supportive action plan to prepare for a re-sit or a re-take.
The employer and the EPAO should agree the timescale for a re-sit or re-take. A re-sit is typically taken within 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 | Responsibilities |
|---|---|
|
Apprentice |
As a minimum, the apprentice should:
|
|
Employer |
As a minimum, the apprentice's employer must:
|
|
EPAO |
As a minimum, the EPAO must:
|
|
Independent assessor |
As a minimum, an independent assessor must:
|
|
Training provider |
As a minimum, the training provider must:
|
|
Marker |
As a minimum, the marker must:
|
|
Invigilator |
As a minimum, the invigilator must:
|
The EPAO must have reasonable adjustments arrangements for the EPA.
This should include:
Adjustments must maintain the validity, reliability and integrity of the EPA as outlined in this EPA plan.
Internal quality assurance refers to the strategies, policies and procedures that an EPAO must have in place to ensure valid, consistent and reliable EPA decisions.
EPAOs for this EPA must adhere to the requirements within the roles and responsibilities table.
They must also appoint independent assessors who:
Affordability of the EPA will be aided by using at least some of the following:
This apprenticeship is not aligned to professional recognition.
| Knowledge | Assessment methods |
|---|---|
|
K1
Principles of installation to Transport Refrigeration Units (TRUs) fitted to vehicles, including HGV trucks, trailers, and home delivery vans. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
K2
Principles of inspecting and servicing to TRUs fitted to vehicles, including HGV trucks, trailers and home delivery vans. Back to Grading |
Observation with questions |
|
K3
Principles of thermodynamics, gas laws, psychometrics, fluid flows and electrical fault-finding. Back to Grading |
Multiple-choice test |
|
K4
Maintenance and operational practices on TRUs, including the principle working of an internal combustion engine, refrigeration systems, and all electrical operations. Back to Grading |
Multiple-choice test |
|
K5
Maintenance strategies, practices, and techniques; to include planned, preventative, predictive and reactive methods, and their frequency. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
K6
Retrofitting of a refrigeration system – and the principles and implications of using a different refrigerant gas than originally intended. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
K7
The importance of installing and removing gauges, with a minimal loss of refrigerant. Back to Grading |
Observation with questions |
|
K8
Tools and equipment used in TRUs. Purpose, operation, and the importance of using the correct type of tools. Back to Grading |
Observation with questions |
|
K9
How to use manufacturer’s instructions, manuals, and calibration records. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
K10
Installation practices and techniques when installing TRUs to a range of vehicles. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
K11
Principles of decommissioning a TRU, including the safe disposal of equipment and hazardous waste. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
K12
Operation of system components and how they interact on different TRUs. Back to Grading |
Observation with questions |
|
K13
Diagrams, calculations, charts, and formulae, and how to apply them. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
K14
Documentation methods and requirements – electronic and paper, for services completed. Back to Grading |
Observation with questions |
|
K15
Heating load – amount of heat energy needed to be added to a space to maintain the temperature in an acceptable range. Back to Grading |
Multiple-choice test |
|
K16
Cooling load – amount of heat energy needed to be removed from a space (cooling) to maintain the temperature in an acceptable range. Back to Grading |
Multiple-choice test |
|
K17
Importance of testing the correct specified temperature for TRUs on vehicles. Back to Grading |
Observation with questions |
|
K18
Fault finding techniques: root cause analysis related to TRU operations. Back to Grading |
Observation with questions |
|
K19
Diagnostic software systems for TRUs. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
K20
Engineering standards and regulations, relevant to the occupation and technician's responsibilities. British Standards (BS). International Organisation for Standardisation standards (ISO). European Norm (EN). Back to Grading |
Multiple-choice test |
|
K21
GDPR and cyber security regulations and policies. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
K22
The commercial significance of why repairs need to be accurately identified and recorded, including the importance of producing accurate quotations. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
K23
Understand types of knowledge and guidance in the use of TRUs efficiency for customers and stakeholders. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
K24
Awareness of health and safety regulations, for example Health and Safety at Work Act – responsibilities, near miss reporting, emergency evacuation procedures, risk assessments, safety equipment (guards, signage, and fire extinguishers) and electrical safety and compliance, in both alternating current (AC) and direct current (DC). Back to Grading |
Multiple-choice test |
|
K25
HSE Working at Height Regulations, HSE Confined Spaces Regulations, Lifting Operations and Lifting Equipment Regulations (LOLER). Back to Grading |
Multiple-choice test |
|
K26
Environmental and sustainability regulations and guidance. Environmental hazards that can arise from TRU operations. Environmental management systems standard. Environmental Protection Act. Environmental signage and notices. Types of pollution and control measures: noise, smells, spills, and waste. Environmental permits. Waste Electrical and Electronic Equipment Directive (WEEE). Hazardous waste regulations. Energy consumption and usage profiling. Data logging to optimise energy performance. The climate change agreements. Carbon reduction commitment (CRC). Back to Grading |
Multiple-choice test |
|
K27
Risk identification, including mitigation measures. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
K28
TRU legislative and regulatory frameworks, for example F-gas Regulation. Back to Grading |
Multiple-choice test |
|
K29
Current and emerging power generation technology for TRUs (for example hydrogen energy) and the green environmental benefits. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
K30
Efficient use of resources. Recycling, reuse, and safe disposal of waste, when working with pressure systems, electrical circuits, and flammable substances. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
K31
Work organisation and time management techniques. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
K32
Principles of equity, diversity and inclusion in the workplace, and their impact on organisations and customers. Back to Grading |
Interview - underpinned by a portfolio of evidence |
| Skill | Assessment methods |
|---|---|
|
S1
Install TRUs to a vehicle, which can include, piping a unit, fitting fuel lines and fitting accessories (data recorders, solar panels), depending on the unit type. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
S2
Ensures the unit tests correctly and pulls the correct temperature, according to the requirements of the commissioning document. Back to Grading |
Observation with questions |
|
S3
Apply maintenance practices and techniques, including, clean, lubricate, and replace parts. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
S4
Inspect and service TRUs, which can include refrigeration checks, engine checks, oil, fuel and air filter replacements and electrical checks. Back to Grading |
Observation with questions |
|
S5
Fault find, diagnose faults, and repair TRUs - performing quick diagnosis on electrical and electronic control systems. Back to Grading |
Observation with questions |
|
S6
Install and remove gauges. Back to Grading |
Observation with questions |
|
S7
Determine heating and cooling loads to select and balance refrigeration system components. Back to Grading |
Observation with questions |
|
S8
Select and use the correct type of tool(s) and equipment to ensure components are not damaged. Back to Grading |
Observation with questions |
|
S9
Provide accurate quotations. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
S10
Plan, set up and restore the work area. Back to Grading |
Observation with questions |
|
S11
Apply industry standards and regulations in the decommission of TRUs, to safely dispose of equipment and hazardous waste transfers. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
S12
Identify hazards and risks in the workplace and apply control measures. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
S13
Apply health and safety procedures and safe systems of work in compliance with regulations and standards, including HSE regulations when working at height. Back to Grading |
Observation with questions |
|
S14
Communicate with others verbally, for example, internal or external customers, colleagues, and managers. Back to Grading |
Observation with questions |
|
S15
Organise and prioritise own work. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
S16
Record or enter information – paper based or electronic. For example, job sheets, risk assessments, work sheets, waste environmental records, any legal reporting requirements, and providing accurate questions. Back to Grading |
Observation with questions |
|
S17
Apply environmental and sustainability procedures in compliance with regulations and standards for example, segregate resources for reuse, recycling, and disposal. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
S18
Complies with GDPR and cyber security regulations and policies. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
S19
Follow and apply equity, diversity, and inclusion rules and procedures. Back to Grading |
Interview - underpinned by a portfolio of evidence |
| Behaviour | Assessment methods |
|---|---|
|
B1
Respond and adapt to work demands and situations. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
B2
Take responsibility for the quality of work and enable others to work to high standards. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
B3
Apply a professional approach. Back to Grading |
Observation with questions |
|
B4
Prioritise health and safety. Back to Grading |
Observation with questions |
|
B5
Committed to continued professional development (CPD) to maintain and enhance competence in their own area of practice. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
B6
Consider the impact on the environment when using resources and carrying out work. Back to Grading |
Interview - underpinned by a portfolio of evidence |
|
B7
Support an inclusive workplace, for example being respectful of different views. Back to Grading |
Interview - underpinned by a portfolio of evidence |
| KSBS GROUPED BY THEME | Knowledge | Skills | Behaviour |
|---|---|---|---|
|
Service and Repair
K2 K7 K12 S4 S6 |
Principles of inspecting and servicing to TRUs fitted to vehicles, including HGV trucks, trailers and home delivery vans. (K2) The importance of installing and removing gauges, with a minimal loss of refrigerant. (K7) Operation of system components and how they interact on different TRUs. (K12) |
Inspect and service TRUs, which can include refrigeration checks, engine checks, oil, fuel and air filter replacements and electrical checks. (S4) Install and remove gauges. (S6) |
None |
|
Tools and Equipment
K8 S8 |
Tools and equipment used in TRUs. Purpose, operation, and the importance of using the correct type of tools. (K8) |
Select and use the correct type of tool(s) and equipment to ensure components are not damaged. (S8) |
None |
|
Fault Finding and Testing
K17 K18 S2 S5 S7 |
Importance of testing the correct specified temperature for TRUs on vehicles. (K17) Fault finding techniques: root cause analysis related to TRU operations. (K18) |
Ensures the unit tests correctly and pulls the correct temperature, according to the requirements of the commissioning document. (S2) Fault find, diagnose faults, and repair TRUs - performing quick diagnosis on electrical and electronic control systems. (S5) Determine heating and cooling loads to select and balance refrigeration system components. (S7) |
None |
|
Communication and Customer Service
S14 B3 |
None |
Communicate with others verbally, for example, internal or external customers, colleagues, and managers. (S14) |
Apply a professional approach. (B3) |
|
Documentation
K14 S16 |
Documentation methods and requirements – electronic and paper, for services completed. (K14) |
Record or enter information – paper based or electronic. For example, job sheets, risk assessments, work sheets, waste environmental records, any legal reporting requirements, and providing accurate questions. (S16) |
None |
|
Health and Safety
S10 S13 B4 |
None |
Plan, set up and restore the work area. (S10) Apply health and safety procedures and safe systems of work in compliance with regulations and standards, including HSE regulations when working at height. (S13) |
Prioritise health and safety. (B4) |
| KSBS GROUPED BY THEME | Knowledge | Skills | Behaviour |
|---|---|---|---|
|
Maintenance and Installation Techniques
K1 K5 K10 S1 S3 |
Principles of installation to Transport Refrigeration Units (TRUs) fitted to vehicles, including HGV trucks, trailers, and home delivery vans. (K1) Maintenance strategies, practices, and techniques; to include planned, preventative, predictive and reactive methods, and their frequency. (K5) Installation practices and techniques when installing TRUs to a range of vehicles. (K10) |
Install TRUs to a vehicle, which can include, piping a unit, fitting fuel lines and fitting accessories (data recorders, solar panels), depending on the unit type. (S1) Apply maintenance practices and techniques, including, clean, lubricate, and replace parts. (S3) |
None |
|
The Environment and Sustainability
K11 K29 K30 S11 S17 B6 |
Principles of decommissioning a TRU, including the safe disposal of equipment and hazardous waste. (K11) Current and emerging power generation technology for TRUs (for example hydrogen energy) and the green environmental benefits. (K29) Efficient use of resources. Recycling, reuse, and safe disposal of waste, when working with pressure systems, electrical circuits, and flammable substances. (K30) |
Apply industry standards and regulations in the decommission of TRUs, to safely dispose of equipment and hazardous waste transfers. (S11) Apply environmental and sustainability procedures in compliance with regulations and standards for example, segregate resources for reuse, recycling, and disposal. (S17) |
Consider the impact on the environment when using resources and carrying out work. (B6) |
|
Retrofitting a Refrigeration Unit
K6 |
Retrofitting of a refrigeration system – and the principles and implications of using a different refrigerant gas than originally intended. (K6) |
None |
None |
|
Risk Assessment
K27 S12 |
Risk identification, including mitigation measures. (K27) |
Identify hazards and risks in the workplace and apply control measures. (S12) |
None |
|
Accurate Reporting, Policies and Procedures
K21 K22 K23 S9 S18 |
GDPR and cyber security regulations and policies. (K21) The commercial significance of why repairs need to be accurately identified and recorded, including the importance of producing accurate quotations. (K22) Understand types of knowledge and guidance in the use of TRUs efficiency for customers and stakeholders. (K23) |
Provide accurate quotations. (S9) Complies with GDPR and cyber security regulations and policies. (S18) |
None |
|
Continuous Professional Development
K32 S19 B5 B7 |
Principles of equity, diversity and inclusion in the workplace, and their impact on organisations and customers. (K32) |
Follow and apply equity, diversity, and inclusion rules and procedures. (S19) |
Committed to continued professional development (CPD) to maintain and enhance competence in their own area of practice. (B5) Support an inclusive workplace, for example being respectful of different views. (B7) |
|
Documentation
K9 |
How to use manufacturer’s instructions, manuals, and calibration records. (K9) |
None |
None |
|
Diagnostic, Problem Solving, including Calculations
K13 K19 |
Diagrams, calculations, charts, and formulae, and how to apply them. (K13) Diagnostic software systems for TRUs. (K19) |
None |
None |
|
Work Organisation
K31 S15 B1 B2 |
Work organisation and time management techniques. (K31) |
Organise and prioritise own work. (S15) |
Respond and adapt to work demands and situations. (B1) Take responsibility for the quality of work and enable others to work to high standards. (B2) |
Contact us about this apprenticeship
| Version | Change detail | Earliest start date | Latest start date | Latest end date |
|---|---|---|---|---|
| 1.0 | Approved for delivery | 26/06/2023 | Not set | Not set |
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