This apprenticeship is in the process of being revised to add a third option: substation fitter - construction. In the meantime, the version below remains approved for delivery. Further details of this and other occupational standards and apprenticeships in revision are available in the revisions status report.

Key information

  1. Status: Approved for delivery
  2. Reference: ST1331
  3. Version: 1.0
  4. Level: 3
  5. Typical duration to gateway: 30 months
  6. Typical EPA period: 6 months
  7. Maximum funding: £27000
  8. Route: Engineering and manufacturing
  9. Date updated: 01/12/2023
  10. Approved for delivery: 30 November 2023
  11. Lars code: 741
  12. EQA provider: Ofqual
  13. Example progression routes:
  14. Review:

    This apprenticeship standard will be reviewed after three years

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Apprenticeship summary

Overview of the role

Constructing or maintaining power industry substations.

Occupation summary

Substation fitters work in the power industry for power network owners, operators, or contractors.

They work in and around substations. A substation is a part of an electrical generation, transmission, and distribution system. Substations transform voltage from high to low, or the reverse, and other important functions. Between the generating station and consumer, electric power may flow through several substations at different voltage levels.

The Office of gas and electricity markets (Ofgem) regulates the industry.

Substation fitters specialise in distribution or transmission maintenance. Distribution maintenance covers systems operating typically between 1,000 - 132,000 volts, whereas transmission maintenance covers systems operating typically between 132,000 - 400,000 volts, with differences in equipment and working procedures.

This is a core and options apprenticeship. An apprentice must be trained and assessed on the core and one option relevant to their role. The options are:

  • Option 1. Substation fitter - distribution maintenance
  • Option 2. Substation fitter - transmission maintenance

Substation maintenance fitters (distribution and transmission) inspect, test and maintain substation equipment, earthing and batteries, and carry out repairs. They receive safety documents and organise and supervise a working party (group of workers). They monitor working conditions and react to maintain safety. Completing work and safety records is also part of their role. Substation distribution maintenance fitters also conduct electrical switching operations. Substation transmission maintenance fitters also conduct functional tests of transmission protection systems and devices.

They work at sites across a company’s or client’s power network. This means they may have to drive vehicles requiring driving licenses. They work in all weather conditions. They may have to be on standby duty and work shifts outside normal working hours. The role requires a good level of physical ability and working at height and in confined spaces.

Substation fitters work with other fitters and support operatives. They also have contact with other internal and external stakeholders. This may include the network management centre, customer call centre, project managers, commissioning engineers, safety teams, site managers, other trades, and subcontractors. They speak with domestic and commercial customers regarding work and sometimes the public to keep them updated on work progress. They typically report to an experienced operational engineer.

They help maintain the safe supply of electricity and the development of flexible networks that are vital to achieving environmentally sustainable networks. Work must comply with the electricity safety, quality, and continuity regulations (ESQCR). Safety is a top priority for the industry. They must comply with health, safety, environmental, and sustainability regulations and procedures. Failure to do so could have serious consequences for self, others, and the environment. They must complete tasks in line with the network's procedures and specifications, to the required timescales and unit costs. They must present a professional image of the company and themselves.

They must be competent to hold an authorisation to fulfil their duties under their company’s safety rules. They may need to hold CSCS (construction skills certification scheme card) cards.

Typical job titles include:

Craftsperson substation fitter Green leaf Electrical fitter – substation Green leaf Electrical or mechanical fitter - substation plant and equipment Green leaf Electrical plant fitter Green leaf High voltage electrical fitter Green leaf High voltage maintenance fitter Green leaf

Duties

  • Duty 1 Prepare for substation work activities.
  • Duty 2 Organise and supervise a working party.
  • Duty 3 Maintain work site health, safety, and environmental compliance.
  • Duty 4 Liaise with stakeholders.
  • Duty 5 Complete work and safety records.
  • Duty 6 Maintain supplies of consumables.
  • Duty 7 Contribute to improvement activities - supporting alternative ways of working to improve network safety, sustainability, reduce cost and drive efficiency.
  • Duty 8 Carry out or supervise lifting operations.
  • Duty 9 (Substation fitter - distribution maintenance) Maintain existing distribution substation equipment such as switches, circuit breakers, transformers, and ancillary equipment.
  • Duty 10 (Substation fitter - distribution maintenance) Maintain distribution earthing systems.
  • Duty 11 (Substation fitter - distribution maintenance) Maintain distribution substation batteries.
  • Duty 12 (Substation fitter - distribution maintenance) Contribute to fault investigations and repairs of existing distribution substation equipment (reactive and planned).
  • Duty 13 (Substation fitter - distribution maintenance) Conduct condition monitoring.
  • Duty 14 (Substation fitter - distribution maintenance) Conduct electrical switching procedures on networks (high or low).
  • Duty 15 (Substation fitter - transmission maintenance) Maintain existing transmission substation equipment such as switchgear, transformer.
  • Duty 16 (Substation fitter - transmission maintenance) Maintain transmission earthing systems.
  • Duty 17 (Substation fitter - transmission maintenance) Maintain transmission substation batteries.
  • Duty 18 (Substation fitter - transmission maintenance) Contribute to fault investigations and repairs of existing transmission substation equipment (reactive and planned).
  • Duty 19 (Substation fitter - transmission maintenance) Conduct condition monitoring.
  • Duty 20 (Substation fitter - transmission maintenance) Conduct functional tests of transmission protection systems and devices for example, circuit breaker timing tests.

Apprenticeship summary

ST1331, power industry substation fitter level 3

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

What is an end-point assessment and why it happens

An EPA is an assessment at the end of your apprenticeship. It will assess you against the knowledge, skills, and behaviours (KSBs) in the apprenticeship standard. Your training will cover the KSBs. The EPA is your opportunity to show an independent assessor and employer 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 and quality assure 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 30 months. The EPA period is typically 6 months.

The overall grades available for this apprenticeship are:

  • fail
  • pass
  • distinction

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

EPA gateway

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

The gateway requirements for your EPA are:

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

  • passed any other qualifications listed in the apprenticeship standard

For the power industry substation fitter, the qualification required is an Emergency first aid 1 day course.

Assessment methods

Multiple-choice test

You will complete a multiple-choice test. It will be closed book, meaning you will not have access to any books or reference materials. The test will have 40 multiple-choice questions. You will have 60 minutes to complete it.

Interview underpinned by a portfolio of evidence

You will have an interview with an independent assessor. It will last at least 75 minutes. They will ask you at least 7 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.

Trade test practical assessment with questions

You will be observed by an employer assessor completing a set of tasks. It will last at least 30 hours. They will ask you at least 9 questions.

Interview underpinned by a portfolio of evidence

You will have an interview with an employer assessor. It will last at least 75 minutes. They will ask you at least 10 questions. The questions will be about certain aspects of your occupation. You can use it to help answer the questions.

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

Who to contact for help or more information

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

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

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


Reasonable adjustments

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


Professional recognition

This apprenticeship aligns with Institution of Engineering and Technology for Engineering Technician (EngTech). The experience gained and responsibility held by the apprentice on completion of the apprenticeship will either wholly or partially satisfy the requirements for registration at this level. Please contact the professional body for more details.

Print occupational standard

Details of the occupational standard

Occupation summary

Substation fitters work in the power industry for power network owners, operators, or contractors.

They work in and around substations. A substation is a part of an electrical generation, transmission, and distribution system. Substations transform voltage from high to low, or the reverse, and other important functions. Between the generating station and consumer, electric power may flow through several substations at different voltage levels.

The Office of gas and electricity markets (Ofgem) regulates the industry.

Substation fitters specialise in distribution or transmission maintenance. Distribution maintenance covers systems operating typically between 1,000 - 132,000 volts, whereas transmission maintenance covers systems operating typically between 132,000 - 400,000 volts, with differences in equipment and working procedures.

This is a core and options apprenticeship. An apprentice must be trained and assessed on the core and one option relevant to their role. The options are:

  • Option 1. Substation fitter - distribution maintenance
  • Option 2. Substation fitter - transmission maintenance

Substation maintenance fitters (distribution and transmission) inspect, test and maintain substation equipment, earthing and batteries, and carry out repairs. They receive safety documents and organise and supervise a working party (group of workers). They monitor working conditions and react to maintain safety. Completing work and safety records is also part of their role. Substation distribution maintenance fitters also conduct electrical switching operations. Substation transmission maintenance fitters also conduct functional tests of transmission protection systems and devices.

They work at sites across a company’s or client’s power network. This means they may have to drive vehicles requiring driving licenses. They work in all weather conditions. They may have to be on standby duty and work shifts outside normal working hours. The role requires a good level of physical ability and working at height and in confined spaces.

Substation fitters work with other fitters and support operatives. They also have contact with other internal and external stakeholders. This may include the network management centre, customer call centre, project managers, commissioning engineers, safety teams, site managers, other trades, and subcontractors. They speak with domestic and commercial customers regarding work and sometimes the public to keep them updated on work progress. They typically report to an experienced operational engineer.

They help maintain the safe supply of electricity and the development of flexible networks that are vital to achieving environmentally sustainable networks. Work must comply with the electricity safety, quality, and continuity regulations (ESQCR). Safety is a top priority for the industry. They must comply with health, safety, environmental, and sustainability regulations and procedures. Failure to do so could have serious consequences for self, others, and the environment. They must complete tasks in line with the network's procedures and specifications, to the required timescales and unit costs. They must present a professional image of the company and themselves.

They must be competent to hold an authorisation to fulfil their duties under their company’s safety rules. They may need to hold CSCS (construction skills certification scheme card) cards.

Typical job titles include:

Craftsperson substation fitter Green leaf Electrical fitter – substation Green leaf Electrical or mechanical fitter - substation plant and equipment Green leaf Electrical plant fitter Green leaf High voltage electrical fitter Green leaf High voltage maintenance fitter Green leaf

Entry requirements

Typically, applicants do not need specific pre-requisite qualifications. They will need to demonstrate the ability to pick up new knowledge and skills, and to achieve goals whilst working both independently or as part of a team to fulfil the requirements of the role.

Option duties

Substation fitter - distribution maintenance duties

Duty KSBs

Duty 9 Maintain existing distribution substation equipment such as switches, circuit breakers, transformers, and ancillary equipment.

K43 K45 K46 K48 K49 K50 K51 K52 K53 K54 K55 K56

S27 S28 S30 S32 S36 S37 S38 S39 S40 S41 S42 S43 S44 S45 S46 S47 S48 S49 S50

Duty 10 Maintain distribution earthing systems.

K27 K52 K53 K55 K56

S27 S28 S29 S30 S31 S32 S33

B1 B2 B3 B4 B5 B6 B7

Duty 11 Maintain distribution substation batteries.

K47 K52 K53 K55 K56

S27 S28 S29 S30 S31 S32 S33 S34 S35

B1 B2 B3 B4 B5 B6 B7

Duty 12 Contribute to fault investigations and repairs of existing distribution substation equipment (reactive and planned).

K44 K52 K53 K55 K56

S27 S28 S29 S30 S31 S32 S33

B1 B2 B3 B4 B5 B6 B7

Duty 13 Conduct condition monitoring.

K44 K52 K53 K55 K56

S27 S28 S29 S30 S31 S32 S33

B1 B2 B3 B4 B5 B6 B7

Duty 14 Conduct electrical switching procedures on networks (high or low).

K52 K53 K55 K56

S27 S28 S29 S30 S31 S32 S33

B1 B2 B3 B4 B5 B6 B7

Substation fitter - transmission maintenance duties

Duty KSBs

Duty 15 Maintain existing transmission substation equipment such as switchgear, transformer.

K57 K59 K60 K61 K63 K64 K65 K66

S51 S52 S53 S54 S55 S56 S57 S58 S59 S60 S61 S62 S63 S64 S65 S66 S67 S68 S69 S70 S71 S72

B1 B2 B3 B4 B5 B6 B7

Duty 16 Maintain transmission earthing systems.

K57 K59 K60 K61 K63 K64 K65 K66

S53

B1 B2 B3 B4 B5 B6 B7

Duty 17 Maintain transmission substation batteries.

K57 K59 K60 K61 K63 K64 K65 K66

S53

B1 B2 B3 B4 B5 B6 B7

Duty 18 Contribute to fault investigations and repairs of existing transmission substation equipment (reactive and planned).

K57 K63 K64 K65 K66

S53

B1 B2 B3 B4 B5 B6 B7

Duty 19 Conduct condition monitoring.

K57 K58 K63 K64 K65 K66

S53

B1 B2 B3 B4 B5 B6 B7

Duty 20 Conduct functional tests of transmission protection systems and devices for example, circuit breaker timing tests.

K57 K62 K63 K64 K65 K66

S53

KSBs

Knowledge

K1: Power network industry appreciation: generation of electricity, Transmission Network Operator, Distribution Network Operator (DNO), Independent Distribution Network Operator (IDNO), Independent Connections Provider (ICP), supplier, generators - role and boundary of operation. Back to Duty

K2: The office of gas and electricity markets (Ofgem) - their role and powers. Back to Duty

K3: Power industry regulations: Electricity at Work Regulations, and The Electricity Safety, Quality and Continuity Regulations (ESQCR). Their purpose and basic requirements. Back to Duty

K4: Substation fitter roles and responsibilities. Limitations of role and escalation procedures. Back to Duty

K5: Responsibilities of persons as defined in industry standard safety rules: supervising a working party, competent persons. Authorisation roles and responsibilities. Safety documentation. Back to Duty

K6: Business operation considerations: how activities may impact customers, financial constraints (budgets), penalties and rewards, ethical business practices. Back to Duty

K7: The hazards associated with work on or near electrical power networks. Back to Duty

K8: The dangers of electricity and how an electric shock can be received: direct contact, induced (impressed) voltage, and arcing. Electric shock emergency procedures. Back to Duty

K9: Health and safety regulations, standards, and guidance - their purpose and basic requirements: asbestos awareness, Construction Design Management (CDM), Health and Safety at Work Act, Control of Substances Hazardous to Health (COSHH), Lifting Operations and Lifting Equipment Regulations (LOLER), lone working, Management of Health and Safety at Work, Provision and Use of Work Equipment Regulations (PUWER), Reporting of Injuries, Diseases and Dangerous Occurrences Regulations (RIDDOR), and warning signs and symbols. Back to Duty

K10: Risk assessments and method statements. Emergency procedures. Personal protective equipment (PPE). Manual handling. Fire safety. Back to Duty

K11: Emergency first aid. Back to Duty

K12: Working at height awareness and safe use of methods of access and egress. Hierarchy of methods. Mobile working platforms, scaffolding, ladders – inspection, operation, and maintenance requirements. Back to Duty

K13: Working at height personal protective equipment: harnesses, fall restraint and arrest equipment - user inspection, operation, and maintenance requirements. Rescue from height equipment and methods. Back to Duty

K14: Working in confined spaces awareness. Back to Duty

K15: Plant and vehicle check requirements. Back to Duty

K16: Asset security requirements. Back to Duty

K17: The Environmental Protection Act – its purpose and basic requirements. Back to Duty

K18: The power industry's net zero strategy. Principles of sustainability. Impact of sites of special scientific interest, flora and fauna on work. Potential effects on the environment of companies and individuals not complying with good environmental practices. Back to Duty

K19: Recycling and waste transfer requirements. Back to Duty

K20: Oil: containment, storage, disposal, spill management escalation and reporting, and specialist risk assessment. Back to Duty

K21: Sulfur hexafluoride (SF6): regulations, procedures, certification requirements for handling, reporting leaks. Back to Duty

K22: Planning, prioritising, organisation, and time management techniques for self and working party. Back to Duty

K23: Hand tools and power tools application and operation requirements. Insulated tools - selection and care considerations. Back to Duty

K24: Communication techniques. Industry terminology. Adapting style to audience. Back to Duty

K25: Documentation requirements; importance of accurate records. Back to Duty

K26: Written communication techniques. Back to Duty

K27: Information and digital technology: computers and mobile devices. Software: email, word processing, databases, productivity and collaboration software, and work and asset management systems. General Data Protection Regulation (GDPR). Cyber security. Back to Duty

K28: Team working principles. Back to Duty

K29: Principles of equality, diversity, and inclusion in the workplace. Back to Duty

K30: Mathematical theory in power engineering. Round numbers, scientific notation, percentages and ratios. Areas, perimeters, volumes and surface areas of simple shapes. Scales, tables, graphs and charts. Pythagoras’ Theorem and sin, cos, and tan in right-angled triangles. Substitution of numerical values into simple engineering formulae. The sequence of arithmetic operations. Back to Duty

K31: Mechanical theory in power engineering. Mass, force and weight. Parameters of mechanical systems. The components of hydraulic and pneumatic systems. Statics and forces. Energy, work and power. The parameters of material tensile strengths. The parameters of mechanical advantage. The lever principle and theorem of movement. Back to Duty

K32: Electrical theory in power engineering. Circuit technology. Magnetism and electromagnetism. Transformers. Back to Duty

K33: Power engineering electrical networks: generation, transmission, distribution and transformation of system voltages. Back to Duty

K34: Power engineering electrical plant and apparatus, the properties and purpose of transformers, switchgear, earthing devices, voltage control and automated equipment. Back to Duty

K35: The symptoms and causes of common faults on electrical power circuits, plant and apparatus. Back to Duty

K36: Substation high-voltage (HV) and low-voltage (LV) equipment and its purpose: air compressors, busbars, circuit breakers, current transformers and voltage transformers, earthing systems and associated equipment, electrical switchgear, multi-core cabling, HV metering , isolators, primary equipment and connections, protection and control systems, telecontrol and automation equipment, transformer cooling, transformers, substation batteries, and AVCS systems (automatic voltage control systems). Back to Duty

K37: Hazards and controls for access and egress of operational substation sites: security, pre-entry checks, logging in requirements, automatic or remotely operated equipment, and fire suppression systems. Back to Duty

K38: Types of insulating mediums used in high voltage equipment and their advantages or disadvantages: insulating oil, SF6 gas, vacuum, air, and SF6 alternatives. Back to Duty

K39: Methods of cooling transformers and their advantages and limitations: natural, pump forced, and fan forced. The methods of control and associated protection if overheating occurs. Back to Duty

K40: Considerations for the handling or transportation of insulating oil (bulk and drums): reducing risk of spillage, bunding requirements, hygiene, barrier creams, specialist PPE, pumps, storage, labelling containers, manual handling, and disposal. Back to Duty

K41: Methods of determining insulating oil electrical integrity or presence of contaminants: dielectric strength, moisture, acidity, polychlorinated biphenyl (PCB), and carbonisation. Back to Duty

K42: Safe systems of work on high voltage and low voltage equipment to ensure safety from the inherent dangers of the system. Back to Duty

K43: Electrical testing requirements and methods: continuity and polarity of circuits, insulation resistance, Voltage, Earth Fault Loop Impedance (EFLI), phase rotation, and joint or contact resistance. Back to Duty

K44: Insulating oil sampling methods: sample taps and sample tubes and their requirements. Back to Duty

K45: Requirements for inspection, monitoring and condition assessment of equipment in distribution secondary or primary substation types. Back to Duty

K46: Functional checks and routine basic maintenance of substation equipment requirements: breather gels, Automatic Voltage Control systems, cooling systems, bund pumps, battery monitoring alarms, oil pressure alarms, Transient Earth Voltage (TEV) testing. Back to Duty

K47: Post fault and routine maintenance of oil filled circuit breakers requirements. Back to Duty

K48: Routine ground mounted distribution oil filled switchgear maintenance requirements: removal and replacement of oil, cleaning of internal tanks and components, inspection and replacement of gaskets, lubrication of external mechanisms. Back to Duty

K49: Substation battery maintenance and testing requirements: wet cell and dry (sealed) battery types. Back to Duty

K50: Distribution primary transformer and ancillary equipment maintenance requirements. Back to Duty

K51: Air break switch disconnectors maintenance requirements for motorised load breaking and manual non-load breaking equipment. Back to Duty

K52: New Roads and Street Works Act (NRSWA): signing, lighting, and guarding. Safe excavation. Back to Duty

K53: Access to private land, streets, and wayleaves permissions. Back to Duty

K54: Methods for locating and avoiding utilities. Avoiding danger from underground services and overhead exposed conductors. The health and safety executive guidance and requirements: HSG 47 (Avoiding danger from underground services) and GS6 (Avoiding danger from overhead power lines). Back to Duty

K55: Requirements for jointing earthing conductors using mechanical compression joints. Back to Duty

K56: Low voltage and high voltage operational switching and testing requirements. Back to Duty

K57: Electrical testing requirements and methods: continuity, voltage, and joint or contact resistance. Back to Duty

K58: Insulation resistance testing methods and requirements. Back to Duty

K59: Use and operation of mechanical fixings. Back to Duty

K60: Condition monitoring processes and use of equipment relating to measuring asset condition. Back to Duty

K61: Maintenance processes for transformers: tap changers, Buchholz relay, winding temperature indicator (WTI), qualitrol, breathers, surge arrestors, coordinating gaps, arcing horns, insulator checks and recalibrating (LNER). Back to Duty

K62: Maintenance processes for circuit breakers. Back to Duty

K63: Maintenance processes for air systems: making new pipework HP fittings, air leak detection, and gas leak detection. Back to Duty

K64: Maintenance processes for ancillary equipment: Isolator dynamic torque testing. Back to Duty

K65: Substation battery maintenance and testing requirements: wet cell and sealed. Back to Duty

K66: Restoring power procedures. Back to Duty

Skills

S1: Review drawings, instructions, or information to understand the task for example, work instructions, design specifications, utility plans, on-line search documents. Back to Duty

S2: Prioritise and plan tasks with consideration for safety, environmental impact, quality, and cost. Back to Duty

S3: Identify and organise resources to complete tasks for example, consumables. Back to Duty

S4: Identify apparatus to be worked on. Back to Duty

S5: Receive and clear a safety document. Brief a working party. Back to Duty

S6: Follow substation access and egress procedures. Back to Duty

S7: Identify hazards and risks and apply control measures. Back to Duty

S8: Apply health and safety procedures in compliance with regulations, standards, and guidance. For example, demarcate the work area, working at height, confined spaces, COSHH. Back to Duty

S9: Respond in the event of an emergency first aid situation including situations where there is electrical risk. Back to Duty

S10: Apply measures to leave power work environments in a safe condition. Back to Duty

S11: Apply security measures for example, set alarm system, remove climbing aides. Back to Duty

S12: Apply sustainability principles for example, minimising waste. Back to Duty

S13: Segregate waste for reuse, recycling, and waste transfer. Back to Duty

S14: Conduct plant or vehicle checks. Back to Duty

S15: Use working at height access equipment for example, scaffold towers and ladders. Back to Duty

S16: Select, inspect, and use working at height personal protective equipment. Back to Duty

S17: Select, check, prepare, use, and store hand tools and power tools. Back to Duty

S18: Select, check, and prepare resources. Back to Duty

S19: Identify areas for improvement. For example, in relation to quality, cost, time, safety, or environmental impact. Back to Duty

S20: Apply team working principles. Back to Duty

S21: Communicate with others to give and receive information for example, colleagues, customers, and stakeholders. Back to Duty

S22: Escalate issues outside limits of responsibility. Back to Duty

S23: Record information. Back to Duty

S24: Produce or amend documents for example, handover notes, procedures, and reports. Back to Duty

S25: Use digital and information technology. Follow cyber security requirements. Back to Duty

S26: Carry out and record planned and unplanned learning and development activities. Back to Duty

S27: Read, interpret, and follow maintenance specifications. Back to Duty

S28: Conduct diagnostic testing to identify asset condition; identify action. Back to Duty

S29: Conduct continuity testing using a continuity test instrument or multimeter. Back to Duty

S30: Conduct joint or contact resistance testing using a contact resistance tester (ductor). Back to Duty

S31: Conduct insulation testing using an insulation test instrument. Back to Duty

S32: Conduct circuit breaker timing tests. Back to Duty

S33: Set up oil pumping equipment. Back to Duty

S34: Remove and replace insulating oil from substation plant avoiding contamination. Back to Duty

S35: Clean oil filled equipment following removal of insulating oil. Back to Duty

S36: Check circuit breaker contact condition; remove and replace or dress. Back to Duty

S37: Take oil samples from equipment. Back to Duty

S38: Clean and lubricate operating mechanisms using approved lubricants. Back to Duty

S39: Adjust, remove, and replace components for example, gaskets. Back to Duty

S40: Conduct functional tests of equipment - post maintenance or routine. Back to Duty

S41: Inspect substation site, buildings and equipment including steelwork and neutral earthing conductors and connections and identify defects. Back to Duty

S42: Conduct electrical testing of earth electrodes using a digital earth resistance tester. Back to Duty

S43: Joint earthing conductors using mechanical compression joints. Back to Duty

S44: Check battery connections for any damage, clean cells, check monitoring alarms, check function of charging equipment. Back to Duty

S45: Test substation batteries using voltage and analytical testing instruments. Back to Duty

S46: Conduct supply checks of a low voltage single and three phase supply to identify: correct polarity, voltage, earth fault loop impedance and phase rotation. Back to Duty

S47: Use electrical test instruments to diagnose a fault condition on low voltage distribution or control equipment for example open circuit, blown fuse, short circuit or out phase condition. Back to Duty

S48: Interpret network schematic diagrams and geographic records to identify running arrangements prior to operation. Back to Duty

S49: Prepare low voltage or high voltage switching operation schedules. Back to Duty

S50: Operate network switching equipment such as switches, circuit breakers, links or fuses on low voltage or high voltage distribution networks. Back to Duty

S51: Read, interpret, and follow maintenance specifications. Back to Duty

S52: Interpret network schematic diagrams prior to carrying out testing activities. Back to Duty

S53: Use mobile elevated work platforms. Back to Duty

S54: Use diagnostic equipment to identify asset condition; identify action. Back to Duty

S55: Conduct testing using a continuity test instrument or multimeter. Back to Duty

S56: Conduct resistance testing using a contact resistance tester (ductor). Back to Duty

S57: Conduct circuit breaker timing tests. Back to Duty

S58: Conduct insulation testing using an insulation test instrument. Back to Duty

S59: Remove and replace insulating medium for example, oil, SF6 or air from transmission plant avoiding contamination. Back to Duty

S60: Clean equipment following removal of insulating medium. Back to Duty

S61: Check circuit breaker contact condition; remove and replace or dress. Back to Duty

S62: Take insulation medium samples from equipment for example, oil, SF6. Back to Duty

S63: Clean and lubricate operating mechanisms using approved lubricants. Back to Duty

S64: Adjust or replace components. Back to Duty

S65: Conduct functional tests of equipment, post maintenance or routine, to confirm operating to expected parameters. Back to Duty

S66: Conduct a visual inspection of transmission steelwork earthing connections; identify issues. Back to Duty

S67: Check battery connections for any damage, clean cells, check monitoring alarms, check function of charging equipment. Back to Duty

S68: Test substation batteries using voltage and analytical testing instruments. Back to Duty

S69: Restore power. Back to Duty

S70: Conduct transformer maintenance including tap changers, Buchholz relay, WTI, qualitrol, breathers, surge arrestors, coordinating gaps, arcing horns, insulator checks and recalibrating (LNER). Back to Duty

S71: Conduct air system maintenance including making new pipework HP fittings, air leak detection and gas leak detection. Back to Duty

S72: Conduct ancillary equipment maintenance. Back to Duty

Behaviours

B1: Prioritise health and safety. For example, risk aware, minimise risks, and proactively work towards preventing accidents. Back to Duty

B2: Consider the environment and sustainability when using resources and carrying out tasks. Back to Duty

B3: Take ownership for work and responsibility for its impact on others. For example, self-motivated, disciplined in the approach to work tasks, identify and deal appropriately with distractions to enable tasks to be achieved, work carried out in line with standards. Back to Duty

B4: Respond and adapt to work demands. For example, adapt working methods to reflect changes in working environment, take initiative -making on the spot decisions, re-prioritise workloads to react to emergency response and to fault scenarios. Back to Duty

B5: Perform in a professional manner for example, polite, courteous, and respectful to customers and members of the public. Back to Duty

B6: Team-focus to meet work goals and support inclusivity. For example, support others, show respect to people from different trades, disciplines, backgrounds, and expertise. Back to Duty

B7: Committed to continued professional development to maintain and enhance competence. Back to Duty

Qualifications

English and Maths

Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-Point Assessment. For those with an education, health and care plan or a legacy statement, the apprenticeship’s English and maths minimum requirement is Entry Level 3. A British Sign Language (BSL) qualification is an alternative to the English qualification for those whose primary language is BSL.

Other mandatory qualifications

Emergency first aid 1 day course

Level: 2

Professional recognition

This standard aligns with the following professional recognition:

  • Institution of Engineering and Technology for Engineering Technician (EngTech). The experience gained and responsibility held by the apprentice on completion of the apprenticeship will either wholly or partially satisfy the requirements for registration at this level. Please contact the professional body for more details.
Print EPA plan

End-point assessment plan

V1.0

Introduction and overview

This document explains the requirements for end-point assessment (EPA) for the power industry substation fitter apprenticeship. End-point assessment organisations (EPAOs) and apprentices' employers must follow this when designing and delivering the EPA.

Power industry substation fitter apprentices, their employers and training providers should read this document.

This is a core and options apprenticeship. An apprentice must be trained and assessed against the core and one option. The options are:

  • Option 1. Substation fitter - distribution maintenance
  • Option 2. Substation fitter - transmission maintenance

A full-time power industry substation fitter apprentice typically spends 30 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 apprentice must complete their training and meet the gateway requirements before starting their EPA. The EPA will assess occupational competence.

An approved EPAO and the apprentice's employer must conduct the EPA for this apprenticeship. Employers must select an approved EPAO from the apprenticeship provider and assessment register (APAR).

The EPA incorporates a trade test practical assessment with questions and a trade test technical interview that are conducted by the apprentice's employer. These assessments are established practice in the power industry. They are used to support the regulatory requirements set by the Office of Gas and Electricity Markets (Ofgem) and the Health and Safety Executive (HSE).

This EPA has 4 assessment methods.

The grades available for each assessment method are below.

Assessment method 1 - multiple-choice test:

  • fail

  • pass

Assessment method 2 - interview underpinned by a portfolio of evidence:

  • fail

  • pass

  • distinction

Assessment method 3 - trade test practical assessment with questions:

  • fail

  • pass

  • distinction

Assessment method 4 - trade test technical interview:

  • fail

  • pass

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

  • fail

  • pass

  • distinction

EPA summary table

On-programme - typically 30 months

The apprentice must:

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

  • compile a portfolio of evidence

  • complete training towards the qualification listed in the power industry substation fitter apprenticeship standard

The qualification required is:

Emergency first aid 1 day course

End-point assessment gateway

The apprentice’s employer must be content that the apprentice is occupationally competent.

The apprentice must:

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

  • have passed Emergency first aid 1 day course

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

Gateway evidence must be submitted to the EPAO, along with any organisation specific policies and procedures requested by the EPAO.

End-point assessment - typically 6 months

The grades available for each assessment method are below

Multiple-choice test:

  • fail

  • pass

Interview underpinned by a portfolio of evidence:

  • fail

  • pass

  • distinction

Trade test practical assessment with questions:

  • fail

  • pass

  • distinction

Trade test technical interview:

  • fail

  • pass

Overall EPA and apprenticeship can be graded:

    • fail
    • pass
    • distinction

Professional recognition

This apprenticeship aligns with:

  • Institution of Engineering and Technology for Engineering Technician (EngTech). The experience gained and responsibility held by the apprentice on completion of the apprenticeship will either wholly or partially satisfy the requirements for registration at this level. Please contact the professional body for more details.

Re-sits and re-takes
  • re-take and re-sit grade cap: pass
  • re-sit timeframe: typically 4 months
  • re-take timeframe: typically 6 months

Duration of end-point assessment period

The EPA is taken in the EPA period. The EPA period starts when the EPAO confirms the gateway requirements have been met and is typically 6 months.

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

EPA gateway

The apprentice’s employer must be content that the apprentice is occupationally competent. That is, they are deemed to be working at or above the level set out in the apprenticeship standard and ready to undertake the EPA. The employer may take advice from the apprentice's training provider, but the employer must make the decision. The apprentice will then enter the gateway.

The apprentice must meet the gateway requirements before starting their EPA.

They must:

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

  • have passed Emergency first aid 1 day course

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

Portfolio of evidence requirements

The apprentice must compile a portfolio of evidence during the on-programme period of the apprenticeship. It should only contain evidence related to the KSBs that will be assessed by the interview underpinned by a portfolio of evidence. It will typically contain 10 discrete pieces of evidence. Evidence must be mapped against the KSBs. Evidence may be used to demonstrate more than one KSB; a qualitative as opposed to quantitative approach is suggested.

Evidence sources may include:

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

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

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

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

Gateway evidence must be submitted to the EPAO, along with any organisation specific policies and procedures requested by the EPAO.

Order of assessment methods

The assessment methods must be delivered in the following order.

The multiple-choice test and interview underpinned by a portfolio of evidence must be completed and passed before the trade test practical assessment with questions and trade test technical interview.

The rationale for the order of the assessment methods is to help ensure that apprentices complete the EPA.

Multiple-choice test

Overview

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

Rationale

This assessment method is being used because:

  • it can assess responses that have a right or wrong answer
  • it is easy to administer
  • it can be conducted remotely and administered to multiple apprentices at the same time, potentially reducing cost

Delivery


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

The test can be computer or paper based.

The test will consist of 40 multiple-choice questions.

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

The apprentice must be given at least 2 weeks’ notice of the date and time of the test.

Test administration

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.

Marking

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

A correct answer gets 1 mark.

Any incorrect or missing answers get zero marks.

The EPAO is responsible for overseeing the marking of the test.

Assessment location

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

The test can take place remotely if the appropriate technology and systems are in place to prevent malpractice.

Question and resource development

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

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

The EPAO must ensure that 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:

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

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

Interview underpinned by a portfolio of evidence

Overview

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

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

Rationale

This assessment method is being used because:

  • it assesses KSBs holistically and objectively
  • it allows for the assessment of KSBs that do not occur on a predictable or regular basis
  • it allows for assessment of responses where there are a range of potential answers
  • it can be conducted remotely, potentially reducing cost

Delivery

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

An independent assessor must conduct and assess the interview.

The purpose of the independent assessor's questions to assess the apprentice's competence against the following themes:

Core

  • sustainability
  • plant or vehicle checks
  • teamwork
  • communication
  • information and digital technology
  • contribute to improvement activities
  • continued professional development

Option 1. Substation fitter - distribution maintenance

  • New Roads and Street Works Act and access to private land, streets, and wayleaves
  • location and avoidance of utilities

Option 2. Substation fitter - transmission maintenance

  • none

The EPAO must give an apprentice 2 weeks' notice of the interview.

The independent assessor must have at least 2 weeks to review the supporting documentation.

The apprentice must have access to their portfolio of evidence during the interview.

The apprentice can refer to and illustrate their answers with evidence from their portfolio of evidence however, the portfolio of evidence is not directly assessed.

The interview must last for 75 minutes for Option 1. Power industry distribution maintenance, and 60 minutes for Option 2. Power industry transmission maintenance. 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 7 questions for Option 1. Power industry distribution maintenance, and 5 questions for Option 2. Power industry transmission maintenance. 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. Follow-up questions are allowed where clarification is required.

The independent assessor must make the provisional grading decision.

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

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

Assessment location

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

The interview 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.

Question and resource development

The EPAO must develop a purpose-built assessment specification and question bank. It is recommended that they do this 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 EPAO must ensure that the apprentice has a different set of questions in the case of re-sits or re-takes.

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

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

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

Trade test practical assessment with questions

Overview

In the trade test practical assessment with questions, an employer assessor observes the apprentice completing a task or series of tasks set by their employer and asks questions. The employer must use a simulated environment for the trade test practical with questions. The assessment environment must closely relate to the apprentice’s natural working environment. It gives the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method. The trade test practical assessment with questions must be quality assured by an EPAO.

Rationale

This assessment method is being used because:

  • it is established practice in the power industry and supports regulatory requirements
  • this is a practical role, which can be demonstrated through completing tasks
  • it allows for consistency of opportunity for apprentices to demonstrate their competence against the aligned KSBs
  • it assesses KSBs holistically
  • it is a valid assessment because it involves direct testing under controlled conditions

Delivery

The trade test 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 employer assessor must conduct and assess the trade test practical assessment with questions.

The employer assessor must observe apprentices in line with the employer’s trade test assessment specification including the ratio of employer assessors to apprentices. They must be as unobtrusive as possible.

The employer must give an apprentice 2 weeks' notice of the . trade test practical assessment with questions

The trade test practical assessment with questions must last 30 - 37.5 hours.

The trade test practical assessment with questions may take place in parts but must be completed over no more than 21 working days. A working day is typically considered to be 7.5 hours long. The reason for this split is the apprentice will need to complete several tasks, which may require work on different apparatus.

The employer 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 employer assessor must explain to the apprentice the format and timescales of the trade test practical assessment with questions tasks before they start. This does not count towards the assessment time.

The employer assessor must observe the apprentice conducting the following during the practical assessment:

Core

  • prepare for power substation fitter activities
  • organise and supervise a working party including receiving and clearing a safety document, and briefing a working party
  • maintain work site health, safety, and environmental compliance including completing a risk assessment
  • identify apparatus to be worked on
  • select, prepare, use, and store tools and equipment
  • complete work records

Option 1. Substation fitter - distribution maintenance

  • use maintenance specifications
  • electrical testing
  • circuit breaker maintenance
  • battery maintenance
  • inspection and monitoring of substation equipment
  • switching operations

Option 2. Substation fitter - transmission maintenance

  • use maintenance specifications
  • use elevated work platforms
  • electrical testing
  • circuit breaker maintenance

These activities provide the apprentice with the opportunity to demonstrate the KSBs mapped to this assessment method.

The employer assessor must ask questions. The purpose of the questions is to assess the apprentice's level of competence against the grading descriptors.

Questioning can occur both during and after the practical assessment. The time for questioning is included in the overall assessment time. The employer assessor must ask at least 9 questions. To remain as unobtrusive as possible, the employer assessor should ask questions during natural stops between tasks and after completion of work rather than disrupting the apprentice’s flow. The employer assessor must use the questions from the employer’s question bank or create their own questions in line with the EPAO’s training.

The employer 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 trade test practical assessment with questions.

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

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

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

Assessment location

The trade test practical assessment with questions must take place in a simulated environment selected by the employer. The simulated environment must relate to the apprentice’s natural work environment. Equipment and resources needed for the trade test practical assessment with questions must be provided by the employer.

Question and resource development

The employer must develop a purpose-built assessment specification and question bank. The employer must maintain the security and confidentiality of EPA materials. 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 employer must ensure that questions are refined and developed to a high standard. 

The assessment specification must state that if an apprentice fails a task or tasks in the trade test practical with questions, the apprentice must re-sit or re-take the assessment method in full and not just re-sit or re-take a failed task or tasks. The employer must ensure that the apprentice has a different set of tasks and questions in the case of re-sits and retakes, to minimise predictability.

The employer must produce the following materials to support the trade test practical assessment with questions:

  • employer assessor assessment materials which include:
    • training materials
    • administration materials
    • guidance materials
    • grading guidance
    • question bank
  • EPA guidance for the apprentice and their manager

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

Trade test technical interview

Overview

In the trade test technical interview, an employer assessor asks the apprentice questions. It gives the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method. The trade test technical interview must be quality assured by an EPAO.

Rationale

This assessment method is being used because:

  • it is established practice in the power industry and supports regulatory requirements
  • it assesses KSBs holistically and objectively
  • it allows for the assessment of responses where there are a range of potential answers
  • it can be conducted remotely, potentially reducing cost

Delivery

The trade test technical 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 employer assessor must conduct and assess the trade test technical interview.

The purpose of the employer assessor's questions is to assess the apprentice's competence against the following themes:

Core

  • role and responsibilities
  • electrical danger and control
  • working at height
  • asset security
  • insulating mediums
  • methods of cooling transformers
  • handling and transportation of insulation oil
  • determining insulating oil integrity

Option 1. Substation fitter - distribution maintenance

  • functional tests
  • jointing earthing conductors
  • ground mounted distribution oil filled switchgear maintenance
  • transformers maintenance requirements
  • air break disconnectors maintenance requirements

Option 2. Substation fitter - transmission maintenance

  • insulation testing
  • insulation medium maintenance
  • battery maintenance
  • transmission equipment maintenance
  • condition monitoring

The employer must give an apprentice 2 weeks' notice of the trade test technical interview.

The trade test technical interview must last for at least 75 minutes.

The employer assessor must ask at least 10 questions. The employer assessor must use the questions from their employer’s question bank or create their own questions in line with the EPAO’s training. Follow-up questions are allowed where clarification is required.

The employer assessor must make the provisional grading decision.

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

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

Assessment location

The trade test technical interview must take place in a suitable venue selected by the employer.

The trade test technical interview can be conducted by video conferencing. The employer must have processes in place to verify the identity of the apprentice and ensure the apprentice is not being aided.

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

Question and resource development

The employer must develop a purpose-built assessment specification and question bank. The employer must maintain the security and confidentiality of EPA materials. 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 employer must ensure that questions are refined and developed to a high standard. 

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

The employer must produce the following materials to support the trade test technical interview:

  • employer assessor assessment materials which include:
    • training materials
    • administration materials
    • guidance materials
    • grading guidance
    • question bank
  • EPA guidance for the apprentice and their manager

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

Grading

Interview underpinned by a portfolio of evidence

Fail - does not meet pass criteria

Theme
KSBs
Pass
The apprentice must demonstrate all of the pass descriptors for the core and their option
Distinction
The apprentice must demonstrate all of the pass and distinction descriptors for the core and their option
(Core) Sustainability
K18 S12 B2

Describes how they consider and apply the principles of sustainability and the circular economy in their own work to support their employer's and the power industry's net zero strategy with reference to the impact of sites of special scientific interest, flora and fauna on work, and the potential effects on the environment of companies and individuals not complying with good environmental practices. (K18, S12, B2)

Justifies the application of sustainability practices in the power industry. (K18, S12, B2)

(Core) Plant or vehicle checks
K15 S14

Describes how they conduct plant or vehicle checks in line with company requirements. (K15, S14)

None

(Core) Teamwork
K28 K29 S20 B6

Describes how they apply team working principles to meet work goals and support inclusivity in line with their company's policy on equality, diversity, and inclusion. (K28, K29, S20, B6)

Justifies the application of teamworking principles to meeting work goals. (K28, S20, B6)

 

(Core) Communication
K24 K26 S21 S24 B5

Describes how they communicate in a professional manner by using communication techniques and industry terminology suitable for the context. (K24, S21, B5)

Describes how they apply written communication techniques to produce or amend documents in their work that are suitable for the context. (K26, S24)

None

(Core) Information and digital technology
K27 S25

Describes how they use information and digital technology – computers and mobile devices - in their work in compliance with their organisation's cyber security requirements. Outlines the requirements of the General Data Protection Regulation (GPDR). (K27, S25)

None

(Core) Contribute to improvement activities
S19

Describes how they have identified an area of improvement in the workplace. (S19)

Justifies the potential impact of the improvement suggestion with consideration to benefits and any potential risks. (S19)

(Core) Continued professional development
S26 B7

Outlines the planned and unplanned learning and development activities they have carried out and recorded and shows a commitment to future continued professional development to maintain and enhance competence. (S26, B7)

None

(Substation fitter - distribution maintenance) New Roads and Street Works Act and access to private land, streets and wayleaves
K52 K53

Explains requirements for safe excavation and signing, lighting, and guarding in line with the New Roads and Street Works Act. (K52)

Explains the access to private land, streets, and wayleaves permissions in terms of impact on role. (K53)

None

(Substation fitter - distribution maintenance) Location and avoidance of utilities
K54

Explains methods for locating and avoiding utilities and avoiding danger from underground services and overhead exposed conductors in line with the health and safety executive guidance and requirements: HSG 47 (Avoiding danger from underground services) and GS6 (Avoiding danger from overhead power lines). (K54)

None

Trade test practical assessment with questions

Fail - does not meet pass criteria

Theme
KSBs
Pass
The apprentice must demonstrate all of the pass descriptors for the core and their option
Distinction
The apprentice must demonstrate all of the pass and distinction descriptors for the core and their option
(Core) Prepare for substation fitter activities
K22 S1 S2 S3 S18

Reviews drawings, instructions, or information to understand the task's requirements. (S1)

Plans tasks and identifies and organises resources required to complete tasks for self and working party using planning, prioritising, organisation, and time management techniques with consideration for safety, environmental impact, quality, and cost. (K22, S2, S3)

Selects, checks, and prepares resources in line with task requirements. (S18)

Justifies their planning in terms of efficiencies achieved and the balance of safety, environmental impact, quality, and cost in planning decisions. (K22, S2)

(Core) Organise and supervise a working party
S5 B3

Receives and clears a safety document and briefs a working party in line with company requirements taking ownership for work and responsibility for the impact of the work on others. (S5, B3)

None

(Core) Maintain work site health, safety, and environment compliance
K7 K10 K19 K37 S6 S7 S8 S10 S13 B1

Follows company's substation access and egress procedures to control hazards including security, pre-entry checks, logging in requirements, automatic or remotely operated equipment, and fire suppression systems. (K37, S6)

Identifies hazards and risks in the workplace including consideration of hazards associated with work on or near electrical power networks and applies control measures including demarcation systems to identify equipment made safe for work.

Prioritises and applies health and safety procedures in compliance with regulations and standards mitigating against risks including emergency procedures, personal protective equipment, manual handling, and fire safety. (K7, K10, S7, S8 B1)

Applies measures to leave power work environments in a safe and secure condition in line with company procedures. (S10)

Segregates resources for reuse, recycling, and waste handling in line with company procedures for recycling and waste transfer (K19, S13)

Justifies how the controls they applied eliminated or reduced risks to an acceptable level using a hierarchical approach to risk assessment. (S7)

(Core) Identify apparatus
S4

Identifies apparatus to be worked on using identification methods suitable for the equipment and the situation. (S4)

None

(Core) Tools and equipment
K23 S17

Selects, checks, and prepares hand tools and power tools required for the task in line with company procedures including selection and care of insulated tools.

Uses hand tools and power tools that are suitable for the application in line with operational requirements.

Stores tools and equipment in line with company procedures.

(K23, S17)

None

(Core) Complete work records
K25 S23

Records information for work tasks in line with company documentation requirements. (K25, S23)

None

(Substation fitter - distribution maintenance) Use maintenance specifications (distribution)
S27

Reads, interprets, and follows maintenance specifications to support task completion. (S27)

 

None

(Substation fitter - distribution maintenance) Electrical testing
K43 S28 S29 S30 S31 S46 S47

Conducts diagnostic testing to identify asset condition and identifies action required.

Conducts electrical testing using correct methods for continuity, joint or contact resistance, insulation, and supply checks on a low voltage single and three phase supply to identify: correct polarity, voltage, earth fault loop impedance and phase rotation in line with task requirements and company procedures.

(K43, S28, S29, S30, S31, S46, S47)

Evaluates the diagnostic results to determine potential underlying cause of issues and rectification. (K43, S28)

(Substation fitter - distribution maintenance) Circuit breaker maintenance
K44 K47 S32 S33 S34 S35 S36 S37 S38 S39

Sets up oil pumping equipment, removes and replaces insulating oil, and cleans equipment following removal of insulating oil in line with task requirements and company procedures.

Checks circuit breaker contact condition, removing and replacing or dressing in line with task requirements and company procedures.

Cleans and lubricates operating mechanisms using approved lubricants in line with task requirements and company procedures.

Adjusts, remove, and replaces components in line with task requirements and company procedures.

(K47, S32, S33, S34, S35, S36, S38, S39)

Takes oil samples using insulating oil sampling methods including sample taps and tubes in line with task requirements and company procedures. (K44, S37)

None

(Substation fitter - distribution maintenance) Battery maintenance
K49 S44 S45

Conducts wet cell and dry battery maintenance including checking connections for any damage, cleaning cells, checking monitoring alarms, and checking function of charging equipment, and tests substation batteries using voltage and analytical testing instruments in line with task requirements and company procedures. (K49, S44, S45)

None

(Substation fitter - distribution maintenance) Inspection and monitoring of substation equipment
K45 S40 S41

Conducts functional tests of equipment to confirm operating to expected parameters and inspects substation site, buildings and equipment including steelwork and neutral earthing conductors and connections in line with task requirements and company procedures and identifies any defects in condition. (K45, S40, S41)

None

(Substation fitter - distribution maintenance) Switching operations
K56 S48 S49 S50

Conducts switching operations including accurately interpreting the network schematic diagrams and geographic records to identify the running arrangements, preparing low voltage or high voltage switching operation schedules, and operating network switching equipment in line with task requirements and company procedures. (K56, S48, S49, S50)

None

(Substation fitter - transmission maintenance) Use maintenance specifications
S51

Reads, interprets, and follows maintenance specifications to support task completion. (S51)

None

(Substation fitter - transmission maintenance) Use elevated work platforms
S53

Uses mobile elevated work platforms safely in line with company procedures. (S53)

None

(Substation fitter - transmission maintenance) Electrical testing
K57 K66 S52 S54 S55 S56 S57 S69

Interprets network schematic diagrams accurately prior to carrying out testing activities.

Uses diagnostic equipment to identify asset condition and identifies action required. 

Conducts electrical testing using correct methods for continuity, resistance, and circuit breaker timing in line with task requirements and company procedures.

(K57, S52, S54, S55, S56, S57)

Restores power in line with company procedures. (K66, S69)

Evaluates the diagnostic results to determine potential underlying cause of issues and rectification. (K57, S54)

(Substation fitter - transmission maintenance) Circuit breaker maintenance
K59 K62 S62 S63 S64 S65 S66

Conducts circuit breaker maintenance in line with task requirements and company procedures including taking insulation medium samples from equipment, cleaning and lubricating operating mechanisms using approved lubricants, adjusting or replacing components using mechanical fixings, conducting functional tests of equipment to confirm it is operating to expected parameters, and conducting visual inspections of transmission steelwork earthing connections, identifying any issues. 

(K59, K62, S62, S63, S64, S65, S66)

None

Trade test technical interview

Fail - does not meet pass criteria

Theme
KSBs
Pass
The apprentice must demonstrate all of the pass descriptors for the core and their option
(Core) Role and responsibilities
K4 K5 S22 B4

Outlines their role as a substation fitter including their limits of responsibility and how they escalate issues.

Describes how they respond and adapt to work demands in line with organisational requirements.

(K4, S22, B4)

Explains the responsibilities of persons as defined in the industry standard safety rules: supervising a working party, competent persons, and authorisation roles and responsibilities in relation to working under safety documentation. (K5)

(Core) Electrical danger - control and first aid
K8 K11 K42 S9

Explains the dangers of electricity and how an electric shock can be received including direct contact, induced (impressed) voltage, and arcing. Outlines electric shock emergency procedures in line with company procedures. (K8)

Explains safe systems of work on high voltage and low voltage equipment to ensure safety from the inherent dangers of the system. (K42)

Describes how they would respond in the event of a first aid emergency, with reference to their emergency first aid training and responsibilities and measures they would take to avoid electrical risk in line with company procedures. (K11, S9)

(Core) Working at height
K12 K13 S15 S16

Describes how they use working at height access equipment with reference to hierarchy of methods for working at height and inspection, operation, and maintenance requirements for mobile working platforms, scaffolding and ladders in line with company procedures.

Describes how they use personal protective equipment: harnesses, fall restraint and arrest equipment suitable for the context with reference to user inspection, operation, and maintenance requirements. 

Outlines rescue from height equipment and methods in line with company procedures. 

(K12, K13, S15, S16)

(Core) Asset security
K16 S11

Describes how they apply asset security measures in line with company procedures. (K16, S11)

(Core) Insulating mediums
K38

Explains the advantages and disadvantages of different types of insulating mediums used in high voltage equipment including insulating oil, SF6 gas, vacuum, air, and SF6 alternatives. (K38)

(Core) Methods of cooling transformers
K39

Explains the advantages and limitations of different methods of cooling transformers including natural, pump forced, and fan forced. Along with the methods of control and associated protection if overheating occurs. (K39)

(Core) Handling and transportation of insulation oil
K40

Explains considerations for the handling or transportation of insulating oil (bulk and drums) including reducing risk of spillage, bunding requirements, hygiene, barrier creams, specialist PPE, pumps, storage, labelling containers, manual handling, and disposal in line with company procedures. (K40)

(Core) Determining insulating oil integrity
K41

Explains methods of determining insulating oil electrical integrity or presence of contaminants with reference to dielectric strength, moisture, acidity, polychlorinated biphenyl (PCB), and carbonisation. (K41)

(Substation fitter - distribution maintenance) Functional tests
K46

Explains the functional checks and routine basic maintenance of substation equipment including breather gels, Automatic Voltage Control systems, cooling systems, bund pumps, battery monitoring alarms, oil pressure alarms, and Transient Earth Voltage (TEV) testing in line with company procedures. (K46)

(Substation fitter - distribution maintenance) Jointing earthing conductors
K55 S42 S43

Describes how they joint earthing conductors using mechanical compression joints and conduct electrical testing of earth electrodes using a digital earth resistance tester in line with company procedures. (K55, S42, S43)

(Substation fitter - distribution maintenance) Ground mounted distribution oil filled switchgear maintenance
K48

Explains routine ground mounted distribution oil filled switchgear maintenance requirements in line with company procedures including removal and replacement of oil, cleaning of internal tanks and components, inspection and replacement of gaskets, lubrication of external mechanisms. (K48)

(Substation fitter - distribution maintenance) Transformers maintenance requirements
K50

Explains distribution primary transformer and ancillary equipment maintenance requirements in line with company requirements. (K50)

(Substation fitter - distribution maintenance) Air break disconnectors maintenance requirements
K51

Explains air break switch disconnectors maintenance requirements in line with company procedures for motorised load breaking and manual non-load breaking equipment. (K51)

(Substation fitter - transmission maintenance) Insultation testing
K58 S58

Describes how they conduct insulation testing using an insulation test instrument in line with task requirements and company procedures. (K58, S58)

(Substation fitter - transmission maintenance) Insulation medium maintenance
S59 S60 S61

Describes how they remove and replace insulating medium and clean equipment following its removal in line with task requirements and company procedures. (S59, S60)

Describes how they check circuit breaker contact condition and remove and replace or dress in line with task requirements and company procedures. (S61)

(Substation fitter - transmission maintenance) Battery maintenance
K65 S67 S68

Describes how they conduct wet cell and sealed battery maintenance including checking battery connections for any damage, cleaning cells, checking monitoring alarms, and checking function of charging equipment and test substation batteries using voltage and analytical testing instruments in line with task requirements and company procedures. (K65, S67, S68)

(Substation fitter - transmission maintenance) Transmission equipment maintenance
K61 K63 K64 S70 S71 S72

Describes how they conduct transformer maintenance including tap changers, Buchholz relay, WTI, qualitrol, breathers, surge arrestors, coordinating gaps, arcing horns, insulator checks and recalibrating (LNER) in line with task requirements and company procedures. (K61, S70)

Describes how they conduct air system maintenance including making new pipework HP fittings, air leak detection and gas leak detection in line with task requirements and company procedures. (K63, S71)

Describes how they conduct ancillary equipment maintenance including isolator dynamic torque testing in line with task requirements and company procedures. (K64, S72)

(Substation fitter - transmission maintenance) Condition monitoring processes
K60

Explains the condition monitoring processes and equipment used within their area of operation. (K60)

Multiple-choice test

Grade Minimum marks required Maximum marks required
Fail 0 27
Pass 28 40

Overall EPA grading

Performance in the EPA determines the apprenticeship grade of:

    • fail
    • pass
    • distinction

An independent assessor or marker must individually grade the multiple-choice test in line with this EPA plan. Marking by computer is also allowed.

An independent assessor must provisionally grade the interview underpinned by a portfolio of evidence in line with this EPA plan.

An employer assessor must provisionally grade the trade test practical assessment with questions and trade test technical interview in line with this EPA plan. They must provide the provisional grades to the EPAO.

The EPAO must combine the four 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 the interview underpinned by a portfolio of evidence and the trade test practical assessment with questions, and a pass in the multiple-choice test and trade test technical interview.

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

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

Re-sits and re-takes

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

The employer and the EPAO should agree the timescale for a re-sit or re-take. A re-sit is typically taken within 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 if pass they need to re-sit or re-take one or more assessment methods, unless the EPAO determines there are exceptional circumstances.

Roles and responsibilities

Roles Responsibilities

Apprentice

As a minimum, the apprentice should:

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

Employer

As a minimum, the apprentice's employer must:

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

EPAO

As a minimum, the EPAO must:

  • conform to the requirements of this EPA plan and deliver its requirements in a timely manner
  • conform to the requirements of the apprenticeship provider and assessment register
  • conform to the requirements of the external quality assurance provider (EQAP)
  • understand the apprenticeship including the apprenticeship standard and EPA plan 
  • make all necessary contractual arrangements including agreeing the price of the EPA
  • have quality assurance systems and procedures that ensure fair, reliable and consistent assessment and maintain records of internal quality assurance (IQA) activity for external quality assurance (EQA) purposes
  • confirm overall grade awarded
  • maintain and apply a policy for conducting appeals

Independent assessor

As a minimum, an independent assessor must: 

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

Training provider and employer provider personnel

As a minimum, the training provider and employer provider personnel must: 

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

Marker

As a minimum, the marker must:

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

Invigilator

As a minimum, the invigilator must: 

  • attend induction training as directed by the EPAO if they are an invigilator for the multiple-choice test
  • have no direct connection or conflict of interest with the apprentice
  • invigilate and supervise the apprentice during the multiple-choice test to prevent malpractice in line with the EPAO’s invigilation procedures

EPAO responsibilities in relation to the multiple-choice test and interview underpinned by a portfolio of evidence

In relation to the multiple-choice test and interview underpinned by a portfolio of evidence, as a minimum, the EPAO must:

  • develop and produce assessment materials including specifications and marking materials for the assessment methods for example, mark schemes, practice materials, training material
  • maintain and apply a policy for the declaration and management of conflict of interests and independence. This must ensure, as a minimum, there is no personal benefit or detriment for those delivering the assessment methods or from the result of an assessment. It must cover:
    • apprentices
    • employers
    • independent assessors
  • any other roles involved in delivery or grading of the EPA
  • appoint independent, competent, and suitably qualified assessors in line with the requirements of this EPA plan
  • appoint administrators, invigilators and any other roles where required to facilitate the assessment methods
  • deliver induction, initial and on-going training for all their independent assessors and any other roles involved in the delivery or grading of the assessment methods. This should include how to record the rationale and evidence for grading decisions where required
  • conduct standardisation with their independent assessors before allowing them to conduct these assessments methods deliver an EPA, when the assessments are EPA is updated, and at least once a year
  • conduct moderation across their independent assessors’ decisions once EPAs have started according to a sampling plan, with associated risk rating of independent assessors
  • monitor the performance of their independent assessors and provide additional training where necessary
  • develop and provide assessment recording documentation to ensure a clear and auditable process is in place for providing assessment decisions and feedback to all relevant stakeholders
  • use language in the development and delivery of the EPA that is appropriate to the level of the apprenticeship
  • arrange for these assessments to take place in a timely manner, in consultation with the employer
  • provide information, advice, and guidance documentation to enable apprentices, employers, and training providers to prepare for these assessments
  • confirm the gateway requirements have been met before they start the EPA for an apprentice
  • arrange suitable venues for these assessments
  • maintain the security of the EPA including, but not limited to, verifying the identity of the apprentice, invigilation, and security of materials
  • where the EPA plan permits assessment away from the workplace, ensure that the apprentice has access to the required resources and liaise with the employer to agree this if necessary

EPAO responsibilities in relation to the trade test practical with questions and trade test technical interview

In relation to the trade test practical assessment with questions and trade test technical interview, as a minimum, the EPAO must:

  • provide information, advice, and guidance to enable an employer to develop a trade test practical assessment with questions and a trade test technical interview specification, question bank, assessment materials, and assessment recording documentation
  • undertake standardisation of the employer's trade test practical assessment with questions and trade test technical interview specification, question bank and assessment materials before the employer conducts an assessment for the first time, and periodically on a risk-based approach
  • approve the employer’s assessment specification, question bank, assessment materials, and assessment recording documentation to be used by employer assessors
  • confirm employers appoint employer assessors in line with the requirements of this EPA plan conduct standardisation training with employer assessors before they deliver an EPA, when the EPA is updated, and at least once a year
  • conduct on-going moderation across all the employer assessors’ decisions according to a sampling plan, with associated risk rating of employer assessors
  • agree improvement plans with the employer for an employer assessor where necessary monitor an employer assessor's continued professional development to ensure they have up-to-date knowledge and expertise of the occupation
  • confirm the grade for the trade test practical assessment with questions and trade test technical interview through their internal quality assurance (IQA) procedures
  • advise on and approve reasonable adjustments before assessments take place

Employer responsibilities in relation to the trade test practical assessment with questions and trade test technical interview

In relation to the trade test practical assessment with questions and trade test technical interview as a minimum, the employer must:

  • develop and produce an assessment specification, question bank, assessment materials, and assessment recording documentation for the trade test practical assessment with questions and the trade test technical interview in line with this EPA plan
  • confirm arrangements with the EPAO for the standardisation and approval of the trade test practical assessment with questions and trade test technical interview assessment
  • specification, question bank, assessment materials, and assessment recording documentation
  • have a malpractice policy
  • appoint employer assessors in line with the requirements of this EPA plan
  • appoint administrators, invigilators and any other roles required to facilitate the trade test practical assessment with questions and trade test technical interview
  • maintain the security of the trade test practical assessment with questions and trade test technical interview including verifying the identity of the apprentice, invigilation, and security of materials
  • arrange for standardisation training for their employer assessors with the EPAO
  • give the EPAO at least two weeks' notice of the date of the trade test practical assessment with questions and trade test technical interview to enable the EPAO to schedule quality assurance
  • not start any trade test practical assessment with questions or trade test technical interview until the EPAO has confirmed that the apprentice has passed the multiple-choice test and interview underpinned by a portfolio of evidence
  • maintain and apply a policy for the declaration and management of conflict of interests and independence for the trade test practical assessment with questions and trade test technical interview. This must ensure, as a minimum, there is no personal benefit or detriment for those delivering the EPA or from the result of an assessment. It must cover:
    • apprentices
    • employer assessors
    • any other roles involved in delivery or grading of the trade test practical assessment with questions and trade test technical interview
  • seek approval for reasonable adjustments before assessments take place if required
  • submit completed assessment documentation to the EPAO within 5 working days from the last assessment day relating to the trade test practical assessment with questions or trade test technical interview

Employer assessor responsibilities in relation to the trade test practical assessment with questions and trade test technical interview

In relation to the trade test practical assessment with questions and trade test technical interview as a minimum, the employer assessor must:

  • be able to demonstrate that they have no direct connection or conflict of interest with the apprentice, nor that they will benefit or detriment from the result of an EPA; specifically, they must not have been involved in the apprentice's on-programme training or management
  • administer and assess the trade test practical assessment with questions and the trade test technical interview in line with this EPA plan, their company's requirements, and the EPAO's requirements including using resources approved by the EPAO
  • be able to demonstrate and evidence up-to-date knowledge and expertise of the occupation understand the apprenticeship’s occupational standard and EPA plan
  • undertake standardisation training before they conduct an EPA for the first time, when the EPA is updated, and periodically on a risk based approach
  • use language in the delivery of the EPA that is appropriate to the level of the apprenticeship work with other personnel in the preparation and delivery of the assessment methods as required
  • make provisional grading decisions for the trade test practical assessment with questions and the trade test technical interview in line with this EPA plan, which will be subject to the EPAO's moderation process
  • record and report assessment outcome decisions to the EPAO
  • comply with the IQA requirements of the EPAO

Reasonable adjustments

The EPAO must have reasonable adjustments arrangements for the EPA.

This should include:

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

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

Internal quality assurance

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

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

They must also appoint independent assessors who:

  • have recent relevant experience of the sector to at least occupational level 3 gained in the last 2 years or significant experience of the occupation or sector

The must also confirm employers appoint employer assessors who:

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

Value for money

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

  • completing applicable assessment methods online, for example computer-based assessment
  • utilising digital remote platforms to conduct applicable assessment methods
  • assessing multiple apprentices simultaneously where the assessment method permits this
  • using the employer’s premises
  • conducting assessment methods on the same day

Professional recognition

This apprenticeship aligns with:

  • Institution of Engineering and Technology for Engineering Technician (EngTech). The experience gained and responsibility held by the apprentice on completion of the apprenticeship will either wholly or partially satisfy the requirements for registration at this level. Please contact the professional body for more details.

KSB mapping table

Knowledge Assessment methods
K1: Core.

Power network industry appreciation: generation of electricity, Transmission Network Operator, Distribution Network Operator (DNO), Independent Distribution Network Operator (IDNO), Independent Connections Provider (ICP), supplier, generators - role and boundary of operation.

Back to Grading
Multiple-choice test
K2: Core.

The office of gas and electricity markets (Ofgem) - their role and powers.

Back to Grading
Multiple-choice test
K3: Core.

Power industry regulations: Electricity at Work Regulations, and The Electricity Safety, Quality and Continuity Regulations (ESQCR). Their purpose and basic requirements.

Back to Grading
Multiple-choice test
K4: Core.

Substation fitter roles and responsibilities. Limitations of role and escalation procedures.

Back to Grading
Trade test technical interview
K5: Core.

Responsibilities of persons as defined in industry standard safety rules: supervising a working party, competent persons. Authorisation roles and responsibilities. Safety documentation.

Back to Grading
Trade test technical interview
K6: Core.

Business operation considerations: how activities may impact customers, financial constraints (budgets), penalties and rewards, ethical business practices.

Back to Grading
Multiple-choice test
K7: Core.

The hazards associated with work on or near electrical power networks.

Back to Grading
Trade test practical assessment with questions
K8: Core.

The dangers of electricity and how an electric shock can be received: direct contact, induced (impressed) voltage, and arcing. Electric shock emergency procedures.

Back to Grading
Trade test technical interview
K9: Core.

Health and safety regulations, standards, and guidance - their purpose and basic requirements: asbestos awareness, Construction Design Management (CDM), Health and Safety at Work Act, Control of Substances Hazardous to Health (COSHH), Lifting Operations and Lifting Equipment Regulations (LOLER), lone working, Management of Health and Safety at Work, Provision and Use of Work Equipment Regulations (PUWER), Reporting of Injuries, Diseases and Dangerous Occurrences Regulations (RIDDOR), and warning signs and symbols.

Back to Grading
Multiple-choice test
K10: Core.

Risk assessments and method statements. Emergency procedures. Personal protective equipment (PPE). Manual handling. Fire safety.

Back to Grading
Trade test practical assessment with questions
K11: Core.

Emergency first aid.

Back to Grading
Trade test technical interview
K12: Core.

Working at height awareness and safe use of methods of access and egress. Hierarchy of methods. Mobile working platforms, scaffolding, ladders – inspection, operation, and maintenance requirements.

Back to Grading
Trade test technical interview
K13: Core.

Working at height personal protective equipment: harnesses, fall restraint and arrest equipment - user inspection, operation, and maintenance requirements. Rescue from height equipment and methods.

Back to Grading
Trade test technical interview
K14: Core.

Working in confined spaces awareness.

Back to Grading
Multiple-choice test
K15: Core.

Plant and vehicle check requirements.

Back to Grading
Interview underpinned by a portfolio of evidence
K16: Core.

Asset security requirements.

Back to Grading
Trade test technical interview
K17: Core.

The Environmental Protection Act – its purpose and basic requirements.

Back to Grading
Multiple-choice test
K18: Core.

The power industry's net zero strategy. Principles of sustainability. Impact of sites of special scientific interest, flora and fauna on work. Potential effects on the environment of companies and individuals not complying with good environmental practices.

Back to Grading
Interview underpinned by a portfolio of evidence
K19: Core.

Recycling and waste transfer requirements.

Back to Grading
Trade test practical assessment with questions
K20: Core.

Oil: containment, storage, disposal, spill management escalation and reporting, and specialist risk assessment.

Back to Grading
Multiple-choice test
K21: Core.

Sulfur hexafluoride (SF6): regulations, procedures, certification requirements for handling, reporting leaks.

Back to Grading
Multiple-choice test
K22: Core.

Planning, prioritising, organisation, and time management techniques for self and working party.

Back to Grading
Trade test practical assessment with questions
K23: Core.

Hand tools and power tools application and operation requirements. Insulated tools - selection and care considerations.

Back to Grading
Trade test practical assessment with questions
K24: Core.

Communication techniques. Industry terminology. Adapting style to audience.

Back to Grading
Interview underpinned by a portfolio of evidence
K25: Core.

Documentation requirements; importance of accurate records.

Back to Grading
Trade test practical assessment with questions
K26: Core.

Written communication techniques.

Back to Grading
Interview underpinned by a portfolio of evidence
K27: Core.

Information and digital technology: computers and mobile devices. Software: email, word processing, databases, productivity and collaboration software, and work and asset management systems. General Data Protection Regulation (GDPR). Cyber security.

Back to Grading
Interview underpinned by a portfolio of evidence
K28: Core.

Team working principles.

Back to Grading
Interview underpinned by a portfolio of evidence
K29: Core.

Principles of equality, diversity, and inclusion in the workplace.

Back to Grading
Interview underpinned by a portfolio of evidence
K30: Core.

Mathematical theory in power engineering. Round numbers, scientific notation, percentages and ratios. Areas, perimeters, volumes and surface areas of simple shapes. Scales, tables, graphs and charts. Pythagoras’ Theorem and sin, cos, and tan in right-angled triangles. Substitution of numerical values into simple engineering formulae. The sequence of arithmetic operations.

Back to Grading
Multiple-choice test
K31: Core.

Mechanical theory in power engineering. Mass, force and weight. Parameters of mechanical systems. The components of hydraulic and pneumatic systems. Statics and forces. Energy, work and power. The parameters of material tensile strengths. The parameters of mechanical advantage. The lever principle and theorem of movement.

Back to Grading
Multiple-choice test
K32: Core.

Electrical theory in power engineering. Circuit technology. Magnetism and electromagnetism. Transformers.

Back to Grading
Multiple-choice test
K33: Core.

Power engineering electrical networks: generation, transmission, distribution and transformation of system voltages.

Back to Grading
Multiple-choice test
K34: Core.

Power engineering electrical plant and apparatus, the properties and purpose of transformers, switchgear, earthing devices, voltage control and automated equipment.

Back to Grading
Multiple-choice test
K35: Core.

The symptoms and causes of common faults on electrical power circuits, plant and apparatus.

Back to Grading
Multiple-choice test
K36: Core.

Substation high-voltage (HV) and low-voltage (LV) equipment and its purpose: air compressors, busbars, circuit breakers, current transformers and voltage transformers, earthing systems and associated equipment, electrical switchgear, multi-core cabling, HV metering , isolators, primary equipment and connections, protection and control systems, telecontrol and automation equipment, transformer cooling, transformers, substation batteries, and AVCS systems (automatic voltage control systems).

Back to Grading
Multiple-choice test
K37: Core.

Hazards and controls for access and egress of operational substation sites: security, pre-entry checks, logging in requirements, automatic or remotely operated equipment, and fire suppression systems.

Back to Grading
Trade test practical assessment with questions
K38: Core.

Types of insulating mediums used in high voltage equipment and their advantages or disadvantages: insulating oil, SF6 gas, vacuum, air, and SF6 alternatives.

Back to Grading
Trade test technical interview
K39: Core.

Methods of cooling transformers and their advantages and limitations: natural, pump forced, and fan forced. The methods of control and associated protection if overheating occurs.

Back to Grading
Trade test technical interview
K40: Core.

Considerations for the handling or transportation of insulating oil (bulk and drums): reducing risk of spillage, bunding requirements, hygiene, barrier creams, specialist PPE, pumps, storage, labelling containers, manual handling, and disposal.

Back to Grading
Trade test technical interview
K41: Core.

Methods of determining insulating oil electrical integrity or presence of contaminants: dielectric strength, moisture, acidity, polychlorinated biphenyl (PCB), and carbonisation.

Back to Grading
Trade test technical interview
K42: Core.

Safe systems of work on high voltage and low voltage equipment to ensure safety from the inherent dangers of the system.

Back to Grading
Trade test technical interview
K43: Substation fitter - distribution maintenance.

Electrical testing requirements and methods: continuity and polarity of circuits, insulation resistance, Voltage, Earth Fault Loop Impedance (EFLI), phase rotation, and joint or contact resistance.

Back to Grading
Trade test practical assessment with questions
K44: Substation fitter - distribution maintenance.

Insulating oil sampling methods: sample taps and sample tubes and their requirements.

Back to Grading
Trade test practical assessment with questions
K45: Substation fitter - distribution maintenance.

Requirements for inspection, monitoring and condition assessment of equipment in distribution secondary or primary substation types.

Back to Grading
Trade test practical assessment with questions
K46: Substation fitter - distribution maintenance.

Functional checks and routine basic maintenance of substation equipment requirements: breather gels, Automatic Voltage Control systems, cooling systems, bund pumps, battery monitoring alarms, oil pressure alarms, Transient Earth Voltage (TEV) testing.

Back to Grading
Trade test technical interview
K47: Substation fitter - distribution maintenance.

Post fault and routine maintenance of oil filled circuit breakers requirements.

Back to Grading
Trade test practical assessment with questions
K48: Substation fitter - distribution maintenance.

Routine ground mounted distribution oil filled switchgear maintenance requirements: removal and replacement of oil, cleaning of internal tanks and components, inspection and replacement of gaskets, lubrication of external mechanisms.

Back to Grading
Trade test technical interview
K49: Substation fitter - distribution maintenance.

Substation battery maintenance and testing requirements: wet cell and dry (sealed) battery types.

Back to Grading
Trade test practical assessment with questions
K50: Substation fitter - distribution maintenance.

Distribution primary transformer and ancillary equipment maintenance requirements.

Back to Grading
Trade test technical interview
K51: Substation fitter - distribution maintenance.

Air break switch disconnectors maintenance requirements for motorised load breaking and manual non-load breaking equipment.

Back to Grading
Trade test technical interview
K52: Substation fitter - distribution maintenance.

New Roads and Street Works Act (NRSWA): signing, lighting, and guarding. Safe excavation.

Back to Grading
Interview underpinned by a portfolio of evidence
K53: Substation fitter - distribution maintenance.

Access to private land, streets, and wayleaves permissions.

Back to Grading
Interview underpinned by a portfolio of evidence
K54: Substation fitter - distribution maintenance.

Methods for locating and avoiding utilities. Avoiding danger from underground services and overhead exposed conductors. The health and safety executive guidance and requirements: HSG 47 (Avoiding danger from underground services) and GS6 (Avoiding danger from overhead power lines).

Back to Grading
Interview underpinned by a portfolio of evidence
K55: Substation fitter - distribution maintenance.

Requirements for jointing earthing conductors using mechanical compression joints.

Back to Grading
Trade test technical interview
K56: Substation fitter - distribution maintenance.

Low voltage and high voltage operational switching and testing requirements.

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Trade test practical assessment with questions
K57: Substation fitter - transmission maintenance.

Electrical testing requirements and methods: continuity, voltage, and joint or contact resistance.

Back to Grading
Trade test practical assessment with questions
K58: Substation fitter - transmission maintenance.

Insulation resistance testing methods and requirements.

Back to Grading
Trade test technical interview
K59: Substation fitter - transmission maintenance.

Use and operation of mechanical fixings.

Back to Grading
Trade test practical assessment with questions
K60: Substation fitter - transmission maintenance.

Condition monitoring processes and use of equipment relating to measuring asset condition.

Back to Grading
Trade test technical interview
K61: Substation fitter - transmission maintenance.

Maintenance processes for transformers: tap changers, Buchholz relay, winding temperature indicator (WTI), qualitrol, breathers, surge arrestors, coordinating gaps, arcing horns, insulator checks and recalibrating (LNER).

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Trade test technical interview
K62: Substation fitter - transmission maintenance.

Maintenance processes for circuit breakers.

Back to Grading
Trade test practical assessment with questions
K63: Substation fitter - transmission maintenance.

Maintenance processes for air systems: making new pipework HP fittings, air leak detection, and gas leak detection.

Back to Grading
Trade test technical interview
K64: Substation fitter - transmission maintenance.

Maintenance processes for ancillary equipment: Isolator dynamic torque testing.

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Trade test technical interview
K65: Substation fitter - transmission maintenance.

Substation battery maintenance and testing requirements: wet cell and sealed.

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Trade test technical interview
K66: Substation fitter - transmission maintenance.

Restoring power procedures.

Back to Grading
Trade test practical assessment with questions
Skill Assessment methods
S1: Core.

Review drawings, instructions, or information to understand the task for example, work instructions, design specifications, utility plans, on-line search documents.

Back to Grading
Trade test practical assessment with questions
S2: Core.

Prioritise and plan tasks with consideration for safety, environmental impact, quality, and cost.

Back to Grading
Trade test practical assessment with questions
S3: Core.

Identify and organise resources to complete tasks for example, consumables.

Back to Grading
Trade test practical assessment with questions
S4: Core.

Identify apparatus to be worked on.

Back to Grading
Trade test practical assessment with questions
S5: Core.

Receive and clear a safety document. Brief a working party.

Back to Grading
Trade test practical assessment with questions
S6: Core.

Follow substation access and egress procedures.

Back to Grading
Trade test practical assessment with questions
S7: Core.

Identify hazards and risks and apply control measures.

Back to Grading
Trade test practical assessment with questions
S8: Core.

Apply health and safety procedures in compliance with regulations, standards, and guidance. For example, demarcate the work area, working at height, confined spaces, COSHH.

Back to Grading
Trade test practical assessment with questions
S9: Core.

Respond in the event of an emergency first aid situation including situations where there is electrical risk.

Back to Grading
Trade test technical interview
S10: Core.

Apply measures to leave power work environments in a safe condition.

Back to Grading
Trade test practical assessment with questions
S11: Core.

Apply security measures for example, set alarm system, remove climbing aides.

Back to Grading
Trade test technical interview
S12: Core.

Apply sustainability principles for example, minimising waste.

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Interview underpinned by a portfolio of evidence
S13: Core.

Segregate waste for reuse, recycling, and waste transfer.

Back to Grading
Trade test practical assessment with questions
S14: Core.

Conduct plant or vehicle checks.

Back to Grading
Interview underpinned by a portfolio of evidence
S15: Core.

Use working at height access equipment for example, scaffold towers and ladders.

Back to Grading
Trade test technical interview
S16: Core.

Select, inspect, and use working at height personal protective equipment.

Back to Grading
Trade test technical interview
S17: Core.

Select, check, prepare, use, and store hand tools and power tools.

Back to Grading
Trade test practical assessment with questions
S18: Core.

Select, check, and prepare resources.

Back to Grading
Trade test practical assessment with questions
S19: Core.

Identify areas for improvement. For example, in relation to quality, cost, time, safety, or environmental impact.

Back to Grading
Interview underpinned by a portfolio of evidence
S20: Core.

Apply team working principles.

Back to Grading
Interview underpinned by a portfolio of evidence
S21: Core.

Communicate with others to give and receive information for example, colleagues, customers, and stakeholders.

Back to Grading
Interview underpinned by a portfolio of evidence
S22: Core.

Escalate issues outside limits of responsibility.

Back to Grading
Trade test technical interview
S23: Core.

Record information.

Back to Grading
Trade test practical assessment with questions
S24: Core.

Produce or amend documents for example, handover notes, procedures, and reports.

Back to Grading
Interview underpinned by a portfolio of evidence
S25: Core.

Use digital and information technology. Follow cyber security requirements.

Back to Grading
Interview underpinned by a portfolio of evidence
S26: Core.

Carry out and record planned and unplanned learning and development activities.

Back to Grading
Interview underpinned by a portfolio of evidence
S27: Substation fitter - distribution maintenance.

Read, interpret, and follow maintenance specifications.

Back to Grading
Trade test practical assessment with questions
S28: Substation fitter - distribution maintenance.

Conduct diagnostic testing to identify asset condition; identify action.

Back to Grading
Trade test practical assessment with questions
S29: Substation fitter - distribution maintenance.

Conduct continuity testing using a continuity test instrument or multimeter.

Back to Grading
Trade test practical assessment with questions
S30: Substation fitter - distribution maintenance.

Conduct joint or contact resistance testing using a contact resistance tester (ductor).

Back to Grading
Trade test practical assessment with questions
S31: Substation fitter - distribution maintenance.

Conduct insulation testing using an insulation test instrument.

Back to Grading
Trade test practical assessment with questions
S32: Substation fitter - distribution maintenance.

Conduct circuit breaker timing tests.

Back to Grading
Trade test practical assessment with questions
S33: Substation fitter - distribution maintenance.

Set up oil pumping equipment.

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Trade test practical assessment with questions
S34: Substation fitter - distribution maintenance.

Remove and replace insulating oil from substation plant avoiding contamination.

Back to Grading
Trade test practical assessment with questions
S35: Substation fitter - distribution maintenance.

Clean oil filled equipment following removal of insulating oil.

Back to Grading
Trade test practical assessment with questions
S36: Substation fitter - distribution maintenance.

Check circuit breaker contact condition; remove and replace or dress.

Back to Grading
Trade test practical assessment with questions
S37: Substation fitter - distribution maintenance.

Take oil samples from equipment.

Back to Grading
Trade test practical assessment with questions
S38: Substation fitter - distribution maintenance.

Clean and lubricate operating mechanisms using approved lubricants.

Back to Grading
Trade test practical assessment with questions
S39: Substation fitter - distribution maintenance.

Adjust, remove, and replace components for example, gaskets.

Back to Grading
Trade test practical assessment with questions
S40: Substation fitter - distribution maintenance.

Conduct functional tests of equipment - post maintenance or routine.

Back to Grading
Trade test practical assessment with questions
S41: Substation fitter - distribution maintenance.

Inspect substation site, buildings and equipment including steelwork and neutral earthing conductors and connections and identify defects.

Back to Grading
Trade test practical assessment with questions
S42: Substation fitter - distribution maintenance.

Conduct electrical testing of earth electrodes using a digital earth resistance tester.

Back to Grading
Trade test technical interview
S43: Substation fitter - distribution maintenance.

Joint earthing conductors using mechanical compression joints.

Back to Grading
Trade test technical interview
S44: Substation fitter - distribution maintenance.

Check battery connections for any damage, clean cells, check monitoring alarms, check function of charging equipment.

Back to Grading
Trade test practical assessment with questions
S45: Substation fitter - distribution maintenance.

Test substation batteries using voltage and analytical testing instruments.

Back to Grading
Trade test practical assessment with questions
S46: Substation fitter - distribution maintenance.

Conduct supply checks of a low voltage single and three phase supply to identify: correct polarity, voltage, earth fault loop impedance and phase rotation.

Back to Grading
Trade test practical assessment with questions
S47: Substation fitter - distribution maintenance.

Use electrical test instruments to diagnose a fault condition on low voltage distribution or control equipment for example open circuit, blown fuse, short circuit or out phase condition.

Back to Grading
Trade test practical assessment with questions
S48: Substation fitter - distribution maintenance.

Interpret network schematic diagrams and geographic records to identify running arrangements prior to operation.

Back to Grading
Trade test practical assessment with questions
S49: Substation fitter - distribution maintenance.

Prepare low voltage or high voltage switching operation schedules.

Back to Grading
Trade test practical assessment with questions
S50: Substation fitter - distribution maintenance.

Operate network switching equipment such as switches, circuit breakers, links or fuses on low voltage or high voltage distribution networks.

Back to Grading
Trade test practical assessment with questions
S51: Substation fitter - transmission maintenance.

Read, interpret, and follow maintenance specifications.

Back to Grading
Trade test practical assessment with questions
S52: Substation fitter - transmission maintenance.

Interpret network schematic diagrams prior to carrying out testing activities.

Back to Grading
Trade test practical assessment with questions
S53: Substation fitter - transmission maintenance.

Use mobile elevated work platforms.

Back to Grading
Trade test practical assessment with questions
S54: Substation fitter - transmission maintenance.

Use diagnostic equipment to identify asset condition; identify action.

Back to Grading
Trade test practical assessment with questions
S55: Substation fitter - transmission maintenance.

Conduct testing using a continuity test instrument or multimeter.

Back to Grading
Trade test practical assessment with questions
S56: Substation fitter - transmission maintenance.

Conduct resistance testing using a contact resistance tester (ductor).

Back to Grading
Trade test practical assessment with questions
S57: Substation fitter - transmission maintenance.

Conduct circuit breaker timing tests.

Back to Grading
Trade test practical assessment with questions
S58: Substation fitter - transmission maintenance.

Conduct insulation testing using an insulation test instrument.

Back to Grading
Trade test technical interview
S59: Substation fitter - transmission maintenance.

Remove and replace insulating medium for example, oil, SF6 or air from transmission plant avoiding contamination.

Back to Grading
Trade test technical interview
S60: Substation fitter - transmission maintenance.

Clean equipment following removal of insulating medium.

Back to Grading
Trade test technical interview
S61: Substation fitter - transmission maintenance.

Check circuit breaker contact condition; remove and replace or dress.

Back to Grading
Trade test technical interview
S62: Substation fitter - transmission maintenance.

Take insulation medium samples from equipment for example, oil, SF6.

Back to Grading
Trade test practical assessment with questions
S63: Substation fitter - transmission maintenance.

Clean and lubricate operating mechanisms using approved lubricants.

Back to Grading
Trade test practical assessment with questions
S64: Substation fitter - transmission maintenance.

Adjust or replace components.

Back to Grading
Trade test practical assessment with questions
S65: Substation fitter - transmission maintenance.

Conduct functional tests of equipment, post maintenance or routine, to confirm operating to expected parameters.

Back to Grading
Trade test practical assessment with questions
S66: Substation fitter - transmission maintenance.

Conduct a visual inspection of transmission steelwork earthing connections; identify issues.

Back to Grading
Trade test practical assessment with questions
S67: Substation fitter - transmission maintenance.

Check battery connections for any damage, clean cells, check monitoring alarms, check function of charging equipment.

Back to Grading
Trade test technical interview
S68: Substation fitter - transmission maintenance.

Test substation batteries using voltage and analytical testing instruments.

Back to Grading
Trade test technical interview
S69: Substation fitter - transmission maintenance.

Restore power.

Back to Grading
Trade test practical assessment with questions
S70: Substation fitter - transmission maintenance.

Conduct transformer maintenance including tap changers, Buchholz relay, WTI, qualitrol, breathers, surge arrestors, coordinating gaps, arcing horns, insulator checks and recalibrating (LNER).

Back to Grading
Trade test technical interview
S71: Substation fitter - transmission maintenance.

Conduct air system maintenance including making new pipework HP fittings, air leak detection and gas leak detection.

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Trade test technical interview
S72: Substation fitter - transmission maintenance.

Conduct ancillary equipment maintenance.

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Trade test technical interview
Behaviour Assessment methods
B1: Core.

Prioritise health and safety. For example, risk aware, minimise risks, and proactively work towards preventing accidents.

Back to Grading
Trade test practical assessment with questions
B2: Core.

Consider the environment and sustainability when using resources and carrying out tasks.

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Interview underpinned by a portfolio of evidence
B3: Core.

Take ownership for work and responsibility for its impact on others. For example, self-motivated, disciplined in the approach to work tasks, identify and deal appropriately with distractions to enable tasks to be achieved, work carried out in line with standards.

Back to Grading
Trade test practical assessment with questions
B4: Core.

Respond and adapt to work demands. For example, adapt working methods to reflect changes in working environment, take initiative -making on the spot decisions, re-prioritise workloads to react to emergency response and to fault scenarios.

Back to Grading
Trade test technical interview
B5: Core.

Perform in a professional manner for example, polite, courteous, and respectful to customers and members of the public.

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Interview underpinned by a portfolio of evidence
B6: Core.

Team-focus to meet work goals and support inclusivity. For example, support others, show respect to people from different trades, disciplines, backgrounds, and expertise.

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Interview underpinned by a portfolio of evidence
B7: Core.

Committed to continued professional development to maintain and enhance competence.

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Interview underpinned by a portfolio of evidence

Mapping of KSBs to grade themes

Interview underpinned by a portfolio of evidence

KSBS GROUPED BY THEME Knowledge Skills Behaviour
(Core) Sustainability
K18
S12
B2

The power industry's net zero strategy. Principles of sustainability. Impact of sites of special scientific interest, flora and fauna on work. Potential effects on the environment of companies and individuals not complying with good environmental practices. (K18)

Apply sustainability principles for example, minimising waste. (S12)

Consider the environment and sustainability when using resources and carrying out tasks. (B2)

(Core) Plant or vehicle checks
K15
S14

Plant and vehicle check requirements. (K15)

Conduct plant or vehicle checks. (S14)

None

(Core) Teamwork
K28 K29
S20
B6

Team working principles. (K28)

Principles of equality, diversity, and inclusion in the workplace. (K29)

Apply team working principles. (S20)

Team-focus to meet work goals and support inclusivity. For example, support others, show respect to people from different trades, disciplines, backgrounds, and expertise. (B6)

(Core) Communication
K24 K26
S21 S24
B5

Communication techniques. Industry terminology. Adapting style to audience. (K24)

Written communication techniques. (K26)

Communicate with others to give and receive information for example, colleagues, customers, and stakeholders. (S21)

Produce or amend documents for example, handover notes, procedures, and reports. (S24)

Perform in a professional manner for example, polite, courteous, and respectful to customers and members of the public. (B5)

(Core) Information and digital technology
K27
S25

Information and digital technology: computers and mobile devices. Software: email, word processing, databases, productivity and collaboration software, and work and asset management systems. General Data Protection Regulation (GDPR). Cyber security. (K27)

Use digital and information technology. Follow cyber security requirements. (S25)

None

(Core) Contribute to improvement activities

S19

None

Identify areas for improvement. For example, in relation to quality, cost, time, safety, or environmental impact. (S19)

None

(Core) Continued professional development

S26
B7

None

Carry out and record planned and unplanned learning and development activities. (S26)

Committed to continued professional development to maintain and enhance competence. (B7)

(Substation fitter - distribution maintenance) New Roads and Street Works Act and access to private land, streets and wayleaves
K52 K53

New Roads and Street Works Act (NRSWA): signing, lighting, and guarding. Safe excavation. (K52)

Access to private land, streets, and wayleaves permissions. (K53)

None

None

(Substation fitter - distribution maintenance) Location and avoidance of utilities
K54

Methods for locating and avoiding utilities. Avoiding danger from underground services and overhead exposed conductors. The health and safety executive guidance and requirements: HSG 47 (Avoiding danger from underground services) and GS6 (Avoiding danger from overhead power lines). (K54)

None

None

Trade test practical assessment with questions

KSBS GROUPED BY THEME Knowledge Skills Behaviour
(Core) Prepare for substation fitter activities
K22
S1 S2 S3 S18

Planning, prioritising, organisation, and time management techniques for self and working party. (K22)

Review drawings, instructions, or information to understand the task for example, work instructions, design specifications, utility plans, on-line search documents. (S1)

Prioritise and plan tasks with consideration for safety, environmental impact, quality, and cost. (S2)

Identify and organise resources to complete tasks for example, consumables. (S3)

Select, check, and prepare resources. (S18)

None

(Core) Organise and supervise a working party

S5
B3

None

Receive and clear a safety document. Brief a working party. (S5)

Take ownership for work and responsibility for its impact on others. For example, self-motivated, disciplined in the approach to work tasks, identify and deal appropriately with distractions to enable tasks to be achieved, work carried out in line with standards. (B3)

(Core) Maintain work site health, safety, and environment compliance
K7 K10 K19 K37
S6 S7 S8 S10 S13
B1

The hazards associated with work on or near electrical power networks. (K7)

Risk assessments and method statements. Emergency procedures. Personal protective equipment (PPE). Manual handling. Fire safety. (K10)

Recycling and waste transfer requirements. (K19)

Hazards and controls for access and egress of operational substation sites: security, pre-entry checks, logging in requirements, automatic or remotely operated equipment, and fire suppression systems. (K37)

Follow substation access and egress procedures. (S6)

Identify hazards and risks and apply control measures. (S7)

Apply health and safety procedures in compliance with regulations, standards, and guidance. For example, demarcate the work area, working at height, confined spaces, COSHH. (S8)

Apply measures to leave power work environments in a safe condition. (S10)

Segregate waste for reuse, recycling, and waste transfer. (S13)

Prioritise health and safety. For example, risk aware, minimise risks, and proactively work towards preventing accidents. (B1)

(Core) Identify apparatus

S4

None

Identify apparatus to be worked on. (S4)

None

(Core) Tools and equipment
K23
S17

Hand tools and power tools application and operation requirements. Insulated tools - selection and care considerations. (K23)

Select, check, prepare, use, and store hand tools and power tools. (S17)

None

(Core) Complete work records
K25
S23

Documentation requirements; importance of accurate records. (K25)

Record information. (S23)

None

(Substation fitter - distribution maintenance) Use maintenance specifications (distribution)

S27

None

Read, interpret, and follow maintenance specifications. (S27)

None

(Substation fitter - distribution maintenance) Electrical testing
K43
S28 S29 S30 S31 S46 S47

Electrical testing requirements and methods: continuity and polarity of circuits, insulation resistance, Voltage, Earth Fault Loop Impedance (EFLI), phase rotation, and joint or contact resistance. (K43)

Conduct diagnostic testing to identify asset condition; identify action. (S28)

Conduct continuity testing using a continuity test instrument or multimeter. (S29)

Conduct joint or contact resistance testing using a contact resistance tester (ductor). (S30)

Conduct insulation testing using an insulation test instrument. (S31)

Conduct supply checks of a low voltage single and three phase supply to identify: correct polarity, voltage, earth fault loop impedance and phase rotation. (S46)

Use electrical test instruments to diagnose a fault condition on low voltage distribution or control equipment for example open circuit, blown fuse, short circuit or out phase condition. (S47)

None

(Substation fitter - distribution maintenance) Circuit breaker maintenance
K44 K47
S32 S33 S34 S35 S36 S37 S38 S39

Insulating oil sampling methods: sample taps and sample tubes and their requirements. (K44)

Post fault and routine maintenance of oil filled circuit breakers requirements. (K47)

Conduct circuit breaker timing tests. (S32)

Set up oil pumping equipment. (S33)

Remove and replace insulating oil from substation plant avoiding contamination. (S34)

Clean oil filled equipment following removal of insulating oil. (S35)

Check circuit breaker contact condition; remove and replace or dress. (S36)

Take oil samples from equipment. (S37)

Clean and lubricate operating mechanisms using approved lubricants. (S38)

Adjust, remove, and replace components for example, gaskets. (S39)

None

(Substation fitter - distribution maintenance) Battery maintenance
K49
S44 S45

Substation battery maintenance and testing requirements: wet cell and dry (sealed) battery types. (K49)

Check battery connections for any damage, clean cells, check monitoring alarms, check function of charging equipment. (S44)

Test substation batteries using voltage and analytical testing instruments. (S45)

None

(Substation fitter - distribution maintenance) Inspection and monitoring of substation equipment
K45
S40 S41

Requirements for inspection, monitoring and condition assessment of equipment in distribution secondary or primary substation types. (K45)

Conduct functional tests of equipment - post maintenance or routine. (S40)

Inspect substation site, buildings and equipment including steelwork and neutral earthing conductors and connections and identify defects. (S41)

None

(Substation fitter - distribution maintenance) Switching operations
K56
S48 S49 S50

Low voltage and high voltage operational switching and testing requirements. (K56)

Interpret network schematic diagrams and geographic records to identify running arrangements prior to operation. (S48)

Prepare low voltage or high voltage switching operation schedules. (S49)

Operate network switching equipment such as switches, circuit breakers, links or fuses on low voltage or high voltage distribution networks. (S50)

None

(Substation fitter - transmission maintenance) Use maintenance specifications

S51

None

Read, interpret, and follow maintenance specifications. (S51)

None

(Substation fitter - transmission maintenance) Use elevated work platforms

S53

None

Use mobile elevated work platforms. (S53)

None

(Substation fitter - transmission maintenance) Electrical testing
K57 K66
S52 S54 S55 S56 S57 S69

Electrical testing requirements and methods: continuity, voltage, and joint or contact resistance. (K57)

Restoring power procedures. (K66)

Interpret network schematic diagrams prior to carrying out testing activities. (S52)

Use diagnostic equipment to identify asset condition; identify action. (S54)

Conduct testing using a continuity test instrument or multimeter. (S55)

Conduct resistance testing using a contact resistance tester (ductor). (S56)

Conduct circuit breaker timing tests. (S57)

Restore power. (S69)

None

(Substation fitter - transmission maintenance) Circuit breaker maintenance
K59 K62
S62 S63 S64 S65 S66

Use and operation of mechanical fixings. (K59)

Maintenance processes for circuit breakers. (K62)

Take insulation medium samples from equipment for example, oil, SF6. (S62)

Clean and lubricate operating mechanisms using approved lubricants. (S63)

Adjust or replace components. (S64)

Conduct functional tests of equipment, post maintenance or routine, to confirm operating to expected parameters. (S65)

Conduct a visual inspection of transmission steelwork earthing connections; identify issues. (S66)

None

Trade test technical interview

KSBS GROUPED BY THEME Knowledge Skills Behaviour
(Core) Role and responsibilities
K4 K5
S22
B4

Substation fitter roles and responsibilities. Limitations of role and escalation procedures. (K4)

Responsibilities of persons as defined in industry standard safety rules: supervising a working party, competent persons. Authorisation roles and responsibilities. Safety documentation. (K5)

Escalate issues outside limits of responsibility. (S22)

Respond and adapt to work demands. For example, adapt working methods to reflect changes in working environment, take initiative -making on the spot decisions, re-prioritise workloads to react to emergency response and to fault scenarios. (B4)

(Core) Electrical danger - control and first aid
K8 K11 K42
S9

The dangers of electricity and how an electric shock can be received: direct contact, induced (impressed) voltage, and arcing. Electric shock emergency procedures. (K8)

Emergency first aid. (K11)

Safe systems of work on high voltage and low voltage equipment to ensure safety from the inherent dangers of the system. (K42)

Respond in the event of an emergency first aid situation including situations where there is electrical risk. (S9)

None

(Core) Working at height
K12 K13
S15 S16

Working at height awareness and safe use of methods of access and egress. Hierarchy of methods. Mobile working platforms, scaffolding, ladders – inspection, operation, and maintenance requirements. (K12)

Working at height personal protective equipment: harnesses, fall restraint and arrest equipment - user inspection, operation, and maintenance requirements. Rescue from height equipment and methods. (K13)

Use working at height access equipment for example, scaffold towers and ladders. (S15)

Select, inspect, and use working at height personal protective equipment. (S16)

None

(Core) Asset security
K16
S11

Asset security requirements. (K16)

Apply security measures for example, set alarm system, remove climbing aides. (S11)

None

(Core) Insulating mediums
K38

Types of insulating mediums used in high voltage equipment and their advantages or disadvantages: insulating oil, SF6 gas, vacuum, air, and SF6 alternatives. (K38)

None

None

(Core) Methods of cooling transformers
K39

Methods of cooling transformers and their advantages and limitations: natural, pump forced, and fan forced. The methods of control and associated protection if overheating occurs. (K39)

None

None

(Core) Handling and transportation of insulation oil
K40

Considerations for the handling or transportation of insulating oil (bulk and drums): reducing risk of spillage, bunding requirements, hygiene, barrier creams, specialist PPE, pumps, storage, labelling containers, manual handling, and disposal. (K40)

None

None

(Core) Determining insulating oil integrity
K41

Methods of determining insulating oil electrical integrity or presence of contaminants: dielectric strength, moisture, acidity, polychlorinated biphenyl (PCB), and carbonisation. (K41)

None

None

(Substation fitter - distribution maintenance) Functional tests
K46

Functional checks and routine basic maintenance of substation equipment requirements: breather gels, Automatic Voltage Control systems, cooling systems, bund pumps, battery monitoring alarms, oil pressure alarms, Transient Earth Voltage (TEV) testing. (K46)

None

None

(Substation fitter - distribution maintenance) Jointing earthing conductors
K55
S42 S43

Requirements for jointing earthing conductors using mechanical compression joints. (K55)

Conduct electrical testing of earth electrodes using a digital earth resistance tester. (S42)

Joint earthing conductors using mechanical compression joints. (S43)

None

(Substation fitter - distribution maintenance) Ground mounted distribution oil filled switchgear maintenance
K48

Routine ground mounted distribution oil filled switchgear maintenance requirements: removal and replacement of oil, cleaning of internal tanks and components, inspection and replacement of gaskets, lubrication of external mechanisms. (K48)

None

None

(Substation fitter - distribution maintenance) Transformers maintenance requirements
K50

Distribution primary transformer and ancillary equipment maintenance requirements. (K50)

None

None

(Substation fitter - distribution maintenance) Air break disconnectors maintenance requirements
K51

Air break switch disconnectors maintenance requirements for motorised load breaking and manual non-load breaking equipment. (K51)

None

None

(Substation fitter - transmission maintenance) Insultation testing
K58
S58

Insulation resistance testing methods and requirements. (K58)

Conduct insulation testing using an insulation test instrument. (S58)

None

(Substation fitter - transmission maintenance) Insulation medium maintenance

S59 S60 S61

None

Remove and replace insulating medium for example, oil, SF6 or air from transmission plant avoiding contamination. (S59)

Clean equipment following removal of insulating medium. (S60)

Check circuit breaker contact condition; remove and replace or dress. (S61)

None

(Substation fitter - transmission maintenance) Battery maintenance
K65
S67 S68

Substation battery maintenance and testing requirements: wet cell and sealed. (K65)

Check battery connections for any damage, clean cells, check monitoring alarms, check function of charging equipment. (S67)

Test substation batteries using voltage and analytical testing instruments. (S68)

None

(Substation fitter - transmission maintenance) Transmission equipment maintenance
K61 K63 K64
S70 S71 S72

Maintenance processes for transformers: tap changers, Buchholz relay, winding temperature indicator (WTI), qualitrol, breathers, surge arrestors, coordinating gaps, arcing horns, insulator checks and recalibrating (LNER). (K61)

Maintenance processes for air systems: making new pipework HP fittings, air leak detection, and gas leak detection. (K63)

Maintenance processes for ancillary equipment: Isolator dynamic torque testing. (K64)

Conduct transformer maintenance including tap changers, Buchholz relay, WTI, qualitrol, breathers, surge arrestors, coordinating gaps, arcing horns, insulator checks and recalibrating (LNER). (S70)

Conduct air system maintenance including making new pipework HP fittings, air leak detection and gas leak detection. (S71)

Conduct ancillary equipment maintenance. (S72)

None

(Substation fitter - transmission maintenance) Condition monitoring processes
K60

Condition monitoring processes and use of equipment relating to measuring asset condition. (K60)

None

None

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Employers involved in creating the standard: Balfour Beatty, Electricity North West, M Group Services, Morrison Utility Services, Northern Power Grid, National Grid, Scottish Power, SSE, UK Power Networks, Western Power

Version log

Version Change detail Earliest start date Latest start date Latest end date
1.0 Approved for delivery 30/11/2023 Not set Not set

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