This is not the latest approved version of this apprenticeship. View the latest version

This revised version of this apprenticeship has been agreed and is available for information. It will be approved for delivery and replace the current version for new starts following a notice period that will be decided when the revised funding band is agreed.

This apprenticeship is in revision

Key information

  1. Status: In development
  2. Ticked Proposal approved
    Ticked Occupational standard approved
    Ticked End-point assessment plan approved
  3. Reference: ST0322
  4. Level: 3
  5. Typical duration to gateway: 36 months
  6. Typical EPA period: 6 months
  7. Route: Construction and the built environment
  8. Date updated: 26/10/2023
  9. Lars code: 49
  10. EQA provider: Ofqual
Print occupational standard

Details of the occupational standard

Occupation summary

This occupation is found in the industrial and commercial contracting sector, providing installation, service and maintenance activities.

The broad purpose of this occupation is the installation of components, routine maintenance, reactive service, commissioning and decommissioning of vapour compression systems, as found in refrigeration, air conditioning and heat pump systems. This is a specialist role involving planning, preparing and safely carrying out activities in process, product and space cooling. Work is carried out in a variety of applications essential for key UK business activities such as food production, product distribution, retail storage and display, transport and office climate control, manufacturing processes (e.g. petrochemical, pharmaceutical), IT/data centres and medical/healthcare services temperature and environmental control. Knowledge must be transferrable between any of the core activities of refrigeration, air conditioning or heat pumps.

In their daily work, an employee in this occupation interacts with clients and end users, as well as liaising directly with other trades. Technicians will be required to travel to various locations to carry out their work at a wide variety of commercial and industrial premises depending on their client base.

An employee in this occupation will be responsible for working autonomously without immediate supervision, typically reporting to a service or project manager who is not usually on the site premises. They usually work as part of a team liaising with other technical trades.

Typical job titles include:

Air conditioning engineer Commissioning engineer Heat pump engineer Maintenance engineer Refrigeration technician Service engineer

Occupation duties

Duty KSBs

Duty 1 Plans tasks, taking into account technical diagrams, product manuals and refrigerant selection in accordance with standards, legislation and codes.

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K19 K20 K21 K24 K26 K28 K30

S1 S2 S3 S4 S5 S6 S14 S15 S19 S20 S21

B1 B2 B3 B4 B5 B6

Duty 2 Carries out site specific risk assessment and prepares for tasks ensuringselection of appropriate tools, equipment, PPE.

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K19 K20 K21 K24 K26 K27 K28 K30

S1 S2 S3 S4 S5 S6 S12 S13 S14 S15 S19 S21

B1 B2 B3 B4 B5 B6

Duty 3 Carries out component installation tasks in relation to vapour compression systems with due regard to the safety of those in the vicinity and the environment including pipework, jointing, component fixing and connection.

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K19 K20 K21 K24 K27 K28 K30

S1 S2 S3 S4 S5 S6 S11 S12 S13 S14 S15 S19 S21

B1 B2 B3 B4 B5 B6

Duty 4 Charges system with refrigerant, minimising leakage.

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K19 K20 K21 K24 K28

S1 S2 S3 S4 S5 S6 S11 S12 S13 S14 S15 S19 S21

B1 B2 B3 B4 B5 B6

Duty 5 Performs commissioning activities to ensure efficient functioning including system testing (pressure testing and tightness testing) and performance recording.

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K13 K14 K19 K20 K21 K24 K26 K28 K29 K30

S1 S2 S3 S4 S5 S6 S11 S12 S13 S14 S15 S19 S21

B1 B2 B3 B4 B5 B6

Duty 6 Completes system equipment documentation and hands over to customer.

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K19 K20 K21 K22 K23 K24 K26 K27 K28 K29 K30

S1 S2 S3 S4 S5 S6 S11 S12 S13 S14 S15 S16 S17 S18 S19 S20 S21

B1 B2 B3 B4 B5 B6

Duty 7 Carries out planned service, maintenance, regular leak checks and recording aswell as reactive fault finding and repair of existing systems.

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K15 K16 K19 K20 K21 K24 K26 K27 K28 K29 K30

S1 S2 S3 S4 S5 S6 S7 S8 S11 S12 S13 S14 S15 S19 S21

B1 B2 B3 B4 B5 B6

Duty 8 Performs decommissioning activities including safe recovery, recycling or disposal of refrigerant and other waste products.

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K17 K18 K19 K20 K21 K24 K26 K28 K29

S1 S2 S3 S4 S5 S6 S9 S10 S11 S12 S13 S14 S15 S19 S21

B1 B2 B3 B4 B5 B6

Duty 9 Work with other trades or equipment operators on site and communicates relevant information about appropriate use and interaction with other services.

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K19 K20 K21 K22 K23 K24 K25 K27 K28 K30 K31

S1 S2 S3 S4 S5 S6 S13 S14 S15 S16 S18 S19 S20 S21

B1 B2 B3 B4 B5 B6

KSBs

Knowledge

K1: Health and Safety legislation and safe working practices applicable to working with pressure systems, electrical circuits and flammable substances. Back to Duty

K2: Industry codes of practice and standards, legislation and sources of information and advice applicable to working with pressure systems, electrical circuits and flammable substances. Back to Duty

K3: Environmental and sustainability regulations and guidance. Environmental hazards that can arise from vapour compression system operations. Environmental management systems standard. Environmental Protection Act. Environmental signage and notices. Types of pollution and control measures: noise, smells, spills, and waste. Back to Duty

K4: Principles of thermodynamics, gas laws, psychrometrics and fluid flow. Back to Duty

K5: Properties of refrigerant fluids and lubricants and their suitability for use in vapour compression systems. Applications and environmental impact. Back to Duty

K6: Refrigerant use: handling techniques and risk mitigation. Back to Duty

K7: Scientific and mechanical principles applicable to vapour compression systems. Back to Duty

K8: Function and operation of refrigerant system components and how they interact in vapour compression systems. Back to Duty

K9: Methods of maximising efficient vapour compression refrigerant system performance: heating and cooling loads, component selection and balancing techniques. Back to Duty

K10: Methods of working with gases under pressure, including brazing work and pressure testing. Back to Duty

K11: Vapour compression system operating parameters: adjustment techniques to mitigate direct and indirect carbon emissions. Back to Duty

K12: Installation of electric circuits, pipe work: positioning, fixing, jointing and testing techniques. Back to Duty

K13: Testing and commissioning practices and techniques applicable to vapour compression systems. Back to Duty

K14: Testing and commissioning practices and techniques of electrical and electronic control systems applicable to vapour compression systems. Back to Duty

K15: Routine and reactive service and maintenance practices and techniques applicable to vapour compression systems, including safe electrical isolation techniques. Back to Duty

K16: Fault finding, diagnosis and rectification practices and techniques of electrical and electronic control systems applicable to vapour compression systems, including safe electrical isolation techniques. Back to Duty

K17: Decommissioning techniques applicable to vapour compression systems, safe recovery and disposal of equipment, hazardous waste refrigerant transfer. Back to Duty

K18: Decommissioning techniques of electrical and electronic control systems applicable to vapour compression systems. Back to Duty

K19: Logbooks and diagrams applicable to refrigeration, air conditioning and heat pump maintenance activities. Back to Duty

K20: Environmental technologies employed in the sector: heat recovery, low GWP refrigerants, heat gain, cooling load and energy use equipment. Back to Duty

K21: Tools and equipment used in refrigeration, air conditioning and heat pump activities. Back to Duty

K22: Collaborative working, relationship management with clients and stakeholders and mutual problem-solving techniques. Back to Duty

K23: Communication techniques used with different audiences. Back to Duty

K24: Well-being: mental and physical health considerations in self and others and how to access support. Impact of mental health on the construction industry. Back to Duty

K25: Equity, diversity and inclusion requirements in the workplace. Back to Duty

K26: Documentation methods and requirements - electronic and paper. Back to Duty

K27: Project leadership techniques and principles. Back to Duty

K28: Planning, prioritising, work scheduling, workflow and time management techniques. Back to Duty

K29: Requirements for component warranty, legislation or regulation related to installation or other protections. Back to Duty

K30: Information technology: Management Information Systems (MIS), spreadsheets, presentation, word processing, email, virtual communication and learning platforms. General Data Protection Regulation (GDPR). Cyber security. Back to Duty

K31: Ethical and unethical behaviour, and the routes for reporting if unethical behaviour is identified. Back to Duty

Skills

S1: Comply with health and safety, regulations and standards. Apply safe systems of work, including carrying out a risk assessment. Back to Duty

S2: Comply with environmental and sustainability regulations and standards for example prevention of refrigerant emissions, segregate resources for reuse and, recycling and disposal of waste. Back to Duty

S3: Position, fix, joint and test, pipework and electrical circuits. Back to Duty

S4: Test, charge with refrigerant and commission vapour compression systems. Back to Duty

S5: Test and commission electrical and electronic control systems applicable to vapour compression systems. Back to Duty

S6: Interpret information and data from log books and diagrams. Back to Duty

S7: perform servicing, maintenance, fault diagnosis and rectification procedures and techniques on vapour compression systems including routine and reactive maintenance, installation of components and safe electrical isolation of supply. Back to Duty

S8: Perform routine service, maintenance, fault diagnosis and rectification procedures and techniques on electrical and electrical control systems applicable to vapour compression systems including carrying out safe isolation procedures. Back to Duty

S9: Decommission vapour compression systems, safe recovery and disposal of equipment, hazardous waste refrigerant transfer. Back to Duty

S10: Decommission electrical and electronic systems applicable to vapour compression systems. Back to Duty

S11: Adjust vapour compression system operating parameters to achieve reductions in carbon emissions. Back to Duty

S12: Maximise performance of vapour compression systems by determining heating and cooling loads and selecting and balancing components and systems. Back to Duty

S13: Retrofit and retro fill existing equipment to lower GWP refrigerants. Back to Duty

S14: Mitigate risks of refrigerants including environmental, toxicity and flammability hazards. Back to Duty

S15: Identify and use tools and equipment. Back to Duty

S16: Communicate with others verbally and in writing. Back to Duty

S17: Complete a customer handover. Back to Duty

S18: Work collaboratively with clients or stakeholders to solve problems. Back to Duty

S19: Apply project leadership techniques and principles. Back to Duty

S20: Use information and digital technology and comply with GDPR and cyber security regulations. Back to Duty

S21: Apply ethical principles. Back to Duty

Behaviours

B1: Prioritise health and safety. Back to Duty

B2: Act ethically. Back to Duty

B3: Take responsibility for work. Back to Duty

B4: Team focused to meet work goals, for example, work effectively with others, resolve issues in discussion with others. Back to Duty

B5: Committed to continued professional development (CPD) to maintain and enhance competence in own area of practice. Back to Duty

B6: Support an equitable, diverse and inclusive culture. 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

Award in F Gas and ODS Regulations Category 1

Level: 2

Level 2 Diploma in Refrigeration, Air Conditioning and Heat Pump Systems

Level: 2

Level 3 Certificate or Diploma in Refrigeration, Air Conditioning and Heat Pump Systems

Level: 3

Professional recognition

This standard aligns with the following professional recognition:

  • Engineering Council (EngTech) for level 3
Print EPA plan

End-point assessment plan

Introduction and overview

This document explains the requirements for end-point assessment (EPA) for the refrigeration air conditioning and heat pump engineering technician apprenticeship. End-point assessment organisations (EPAOs) must follow this when designing and delivering the EPA.

Refrigeration air conditioning and heat pump engineering technician apprentices, their employers and training providers should read this document.

A full-time refrigeration air conditioning and heat pump engineering technician apprentice typically spends 36 months on-programme. The apprentice must spend at least 12 months on-programme and complete the required amount of off-the-job training in line with the apprenticeship funding rules.

The EPA should be completed within an EPA period lasting typically 6 months.

The apprentice must complete their training and meet the gateway requirements before starting their EPA. The EPA will assess occupational competence.

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

This EPA has 3 assessment methods.

The grades available for each assessment method are below.

Assessment method 1 - practical assessment with questions:

  • fail
  • pass

Assessment method 2 - interview underpinned by an apprenticeship development journal synopsis:

  • fail
  • pass
  • distinction

Assessment method 3 - multiple-choice test:

  • fail
  • pass
  • distinction

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

  • fail
  • pass
  • distinction

EPA summary table

On-programme - typically 36 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 an apprenticeship development journal synopsis

  • complete training towards the qualification listed in the refrigeration air conditioning and heat pump engineering technician apprenticeship standard

The qualifications required are:

Award in F Gas and ODS Regulations Category 1

Level 2 Diploma in Refrigeration, Air Conditioning and Heat Pump Systems

Level 3 Certificate or Diploma in Refrigeration, Air Conditioning and Heat Pump Systems

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 Award in F Gas and ODS Regulations Category 1

  • have passed Level 2 Diploma in Refrigeration, Air Conditioning and Heat Pump Systems

  • have passed Level 3 Certificate or Diploma in Refrigeration, Air Conditioning and Heat Pump Systems

For the interview underpinned by an apprenticeship development journal synopsis, the apprentice must submit an apprenticeship development journal synopsis.

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

Practical assessment with questions:

  • fail

  • pass

Interview underpinned by an apprenticeship development journal synopsis:

  • fail

  • pass

  • distinction

Multiple-choice test:

  • fail

  • pass

  • distinction

Overall EPA and apprenticeship can be graded:

    • fail
    • pass
    • distinction

Professional recognition

This apprenticeship aligns with:

  • Engineering Council (EngTech) for level 3

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

Duration of end-point assessment period

The EPA is taken in the EPA period. The EPA period starts when the EPAO confirms the gateway requirements have been met and is typically 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 Award in F Gas and ODS Regulations Category 1

  • have passed Level 2 Diploma in Refrigeration, Air Conditioning and Heat Pump Systems

  • have passed Level 3 Certificate or Diploma in Refrigeration, Air Conditioning and Heat Pump Systems

  • submit an Apprenticeship development journal synopsis for the interview underpinned by an apprenticeship development journal synopsis

Apprenticeship development journal synopsis requirements:

The apprentice must compile an apprenticeship development journal synopsis during the on-programme period of the apprenticeship. For the apprenticeship development journal synopsis, the apprentice will provide evidence from a selection of refrigeration, air conditioning or heat pump engineering jobs (typically 3), which the apprentice has undertaken during the on-programme period of the apprenticeship. The jobs provided for the apprenticeship development journal synopsis must contain evidence which relates to the KSBs mapped to this assessment method. The apprenticeship development journal synopsis will be provided to the independent assessor in advance of the interview taking place. 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 may be provided from a variety of sources, including:

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

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

The apprenticeship development journal synopsis 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 apprenticeship development journal synopsis should contain a statement from the employer and apprentice confirming this.

The EPAO should not assess the apprenticeship development journal synopsis directly as it underpins the interview. The independent assessor should review the apprenticeship development journal synopsis 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 can be delivered in any order.

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

Practical assessment with questions

Overview

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

Rationale

  • this EPA method is being used because it allows for a varied range of tasks to be observed, that could not be guaranteed to be achieved through a single observation in the workplace
  • this is a practical role, best demonstrated through completing tasks in a realistic work setting
  • it allows for consistency of activities to be completed and efficiency in scheduling
  • it allows for the testing of related underpinning knowledge, skills and behaviours where an opportunity to observe them has not occurred
  • it is a holistic assessment method

Delivery

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

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

Independent assessors can observe up to two apprentices at a time.

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

The practical assessment with questions must take 14 hours.

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

The practical assessment with questions may take place in parts but must be completed over 2 working day. A working day is typically considered to be 7.5 hours long. The reason for this split is to allow for the completion of the practical tasks within the time specified.

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

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

The independent assessor must observe the following during the practical assessment:

Component 1: Retrofit and retrofill changing of refrigerant in a working vapour compression system (10 hours over two days).

The apprentice must perform a change of refrigerant on a single vapour compression refrigeration system which operates two different evaporators in two separate insulated cold rooms with a minimum size of 6 metre cubed and both with an insulated door, operating at different temperatures: one at -18 degrees centigrade and the other at + 4 degrees centigrade.

The system should contain a high Global Warming Potential (GWP) refrigerant to be recovered. The system must contain, as a minimum:

  • 1 low-pressure condensing unit
  • 2 evaporators (the low temperature with electronic expansion valve and the high temperature with a thermostatic valve; one must also electric defrost)
  • evaporator pressure regulator
  • single semi-hermetic compressor with crank case heater
  • oil separator
  • control panel (including electronic thermostat and or temperature control programmable logic controller (PLC)
  • suction line accumulator
  • mechanical safety (high pressure (HP) and low pressure (LP) switch)
  • 2 liquid line solenoid valves
  • brazed liquid line drier and sight glass

The apprentice will, also, be observed:

  • complying with health and safety regulations and standards
  • applying safe systems of work and producing a written risk assessment
  • measuring running log commissioning check and recording of data
  • carrying out calculations which compare performance and written justification of suitable replacement refrigerant charted on pressure enthalpy diagrams
  • selecting the replacement refrigerant from a choice of 4 fluids with one being flammable
  • selecting tools and equipment
  • isolating and locking off the system
  • pressure testing the system
  • functional testing of electrical safety circuits or devices and recording of results
  • recovering waste refrigerant and labelling of cylinder
  • charging with new refrigerant and recording of weight and type of refrigerant added
  • remove and install pipework and components
  • setting the system parameters
  • carrying out system evacuation and dehydration
  • carrying out commissioning and recommissioning running logbook
  • completing documentation and handover of materials to client
  • optimisation and recording of impact of any changes made on system performance parameters
  • evaluating of performance using a suitable chart or table

Component 2: Fault-finding (4 hours)

Two electrical and two mechanical commonly found faults will be pre-installed on a pre-installed vapour compressions refrigeration system.

The apprentice will be observed:

  • complying with health and safety regulations and standards
  • applying safe systems of work and producing a written risk assessment
  • measuring running log commissioning check and recording of data
  • inspecting system operation
  • isolating the system
  • identifying and rectifying faults, including the removal and installation of new components
  • performing electrical and mechanical function tests (test processes and values recorded before electrical isolation is removed and function test performed)
  • checking function and system operation
  • recording results of their activity in the system log
  • completing documentation and handover of materials to client

The independent assessor will play the role of the client when the apprentice conducts the client hand over.

Whilst the practical assessment should be completed over two working days, the assessment can continue into 3 days should the apprentice require additional time, up to the maximum of 10%.

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

The independent assessor must ask questions.

The purpose of the questions is to explore aspects of the KSBs linked to the practical assessment and show depth of understanding.

Questioning can occur both during and after the practical assessment. The time for questioning is included in the overall assessment time. The independent assessor must ask at least 3 questions. To remain as unobtrusive as possible, the independent assessor should ask questions during natural stops between tasks and after completion of work rather than disrupting the apprentice’s flow. The independent assessor must use the questions from the EPAO’s question bank or create their own questions in line with the EPAO’s training.

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

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

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

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

Assessment location

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

Additional venue requirements that must be in place include:

The venue must allow apprentices access to the following:

  • electrical diagrams
  • F Gas log books
  • choice of 4 different types of refrigerants for retrofill with at least one flammable
  • recovery machine and hoses
  • suitable recovery cylinder or cylinders
  • relevant equipment manuals
  • schematic pipework and installation diagram
  • scales
  • appropriate gauge manifold set
  • air temperature probe
  • refrigerant comparator
  • electronic leak detector
  • personal protective equipment (PPE)
  • surface temperature probe
  • high pressure gauge and pressure test set including regulators
  • leak detection fluid
  • vacuum pump
  • vacuum gauge to record less than 2 Torr, 2000 microns, 2.7 millibars (mb), 270 pascals (Pa)
  • oxygen-free nitrogen cylinder and trolley
  • multi-meter with capacitor tester
  • electrical insulation tester
  • electrical lock-off kit - padlock, signage and volt indicator and proving unit (GS38-compliant)
  • ratchet key
  • thermometer
  • ammeter to allow the testing and or recording of running amps as part of the commissioning checks

Question and resource development

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

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

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

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

  • independent assessor assessment materials which include:
    • training materials
    • administration materials
    • moderation and standardisation materials
    • guidance materials
    • grading guidance
    • question bank
  • 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 an apprenticeship development journal synopsis

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 apprenticeship development journal synopsis.

Rationale

  • this EPA method is being used because it allows the apprentice to be assessed against KSBs which may not naturally occur during the practical assessment
  • it is underpinned by an apprenticeship development journal synopsis, enabling the apprentice to demonstrate the application of skills and behaviours as well as knowledge
  • it allows for testing of responses where there are a number of potential answers that could not be tested through a multiple-choice test
  • it is cost-effective

Delivery

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

An independent assessor must conduct and assess the interview.

The purpose of the independent assessor's questions will be to assess related underpinning KSBs.

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 apprenticeship development journal synopsis during the interview.

The apprentice can refer to and illustrate their answers with evidence from their apprenticeship development journal synopsis however, the apprenticeship development journal synopsis is not directly assessed.

The interview must last for 50 minutes. The independent assessor can increase the time of the interview by up to 10%. This time is to allow the apprentice to respond to a question if necessary.

The independent assessor must ask at least 6 questions. The independent assessor must use the questions from the EPAO’s question bank. Follow-up questions are allowed where clarification is required.

The independent assessor must make the grading decision.

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

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

Assessment location

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

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

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

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

The EPAO must produce the following materials to support the interview underpinned by an apprenticeship development journal synopsis:

  • 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.

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 EPA method is being used because it allows for the efficient testing of knowledge where there is a right or wrong answer
  • it does not require independent assessor time, reducing cost
  • it allows for flexibility in terms of when, where and how it is taken

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 must be computer based.

The test will consist of 50 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 100 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 could 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:

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

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

Grading

Practical assessment with questions

Fail - does not meet pass criteria

Theme
KSBs
Pass
Apprentices must demonstrate all of the pass descriptors
Health and safety
K6 S1 S14 B1

Prioritises and applies safe systems of work, in compliance with health and safety regulations, standards and guidance and carries out a risk assessment in line with task requirements. (S1, B1)

Applies techniques to mitigate refrigerant environmental, toxicity and flammability risks in line with organisational procedures and industry practice. (K6, S14).

 

Tools and equipment
K21 S15

Identifies and uses tools and equipment in line with task requirements and operating instructions or manufacturers’ guidelines. (K21, S15)

Interpreting information
K19 S6

Interprets information and data from log books and diagrams to support task completion. (K19, S6)

De-commissioning
K17 K18 S9 S10

Applies techniques to decommission vapour compression systems, safe recovery and disposal of equipment, hazardous waste refrigerant transfer in line with organisational procedures and industry guidance. (K17, S9)

Applies techniques to decommission electrical and electronic systems applicable to vapour compression systems in line with organisational procedures and industry guidance. (K18, S10)  

Retrofit and retrofill
K12 S3 S13 B3

Taking responsibility for the work, applies techniques to retrofit and retrofill an existing refrigeration system to lower the GWP refrigerants, in line with task requirements and industry guidance. (S13, B3)

Applies techniques to position, fix, joint and test, pipework and electrical circuits in line with task requirements, industry guidance and legislative requirements. (K12, S3)

Servicing, fault finding and rectification
K15 K16 S7 S8

Ensuring the safe isolation of the electrical supply; services and provides routine and reactive maintenance to vapour compression systems, including, the diagnosis and rectification of faults and installation of components. Completes the service and maintenance tasks, in line with task requirements, manufacturer's instructions and industry guidance. (K15, S7)

Ensuring the safe isolation of the electrical supply; services and provides routine maintenance to electrical and electrical control systems, including the diagnosis and rectification of faults. Completes the service and maintenance tasks, in line with task requirements, manufacturer's instructions and industry guidance. (K16, S8)

 

System performance
K11 S11 S12

Adjusts the operating parameters of a vapour compression system to achieve a reduction in direct and indirect carbon emissions in line with manufacturer’s instructions and industry guidance. (K11, S11)

Maximises the performance of the vapour compression system by determining heating and cooling loads and selecting and balancing components and systems in line with manufacturer's instructions and industry guidance. (S12)

 

Testing, commissioning and customer hand over
K13 K14 K26 S4 S5 S17

Applies practices and techniques to test, charge with refrigerant and commission vapour compression systems in line with industry guidance and organisational procedures. (K13, S4)

Applies practices and techniques to test and commission electrical and electronic control systems in line with industry guidance, organisational procedures and legislative requirements. (K14, S5)

Completes commissioning documentation and carries out a customer handover in line with industry guidance and legislative requirements. (K26, S17)

 

 

 

 

 

 

 

 

Interview underpinned by an apprenticeship development journal synopsis

Fail - does not meet pass criteria

Theme
KSBs
Pass
Apprentices must demonstrate all of the pass descriptors
Distinction
Apprentices must demonstrate all of the pass descriptors and all of the distinction descriptors
Environment and sustainability
K3 S2

Describes how they comply with environmental and sustainability legislation, regulations and standards when carrying out tasks such as prevention of refrigerant emissions, segregating resources for reuse, recycling and disposal of waste. (K3, S2)

 

Explains how their compliance with environmental and sustainability regulations and standards contribute to reducing the impact of vapour compression systems on the environment. (K3, S2)

Collaborative working and communication
K22 K23 S16 S18 B4

Describes how they communicate with others using verbal and written techniques, and how they adapt their style of communication to suit the audience. (K23, S16)

Describes how they apply collaborative working and relationship management techniques with stakeholders or clients to promote teamwork and solve mutual problems. (K22, S18, B4)

 

Justifies their choice of collaborative working and relationship management techniques, to ensure a positive outcome to the problem and maintain a positive relationship with clients or stakeholders. (K22, S18)

 

Ethical principles and EDI
K25 K31 S21 B2 B6

Explains how they apply ethical principles to their role and how they report unethical behaviour in line with organisational procedures. (K31, S21, B2)

Describes how they support an equitable, diverse and inclusive workplace. (K25, B6)

 

Explains the impact ethical and unethical behaviour can have on the wider team, project objectives and the business. (K31, S21)

Explains the importance of supporting an equitable, diverse and inclusive culture for themselves, others and the business. (K25, B6)

Work organisation and leadership
K27 K28 S19

Describes how they apply project leadership and work organisation principles and techniques when working with others to support task completion. (K27, K28, S19)

 

 

 

 

Justifies their choice of leadership and work organisation principles and techniques when working with others to achieve positive outcomes. (K27, K28, S19).

 

Digital applications
K30 S20

Describes how they use digital and information technology and comply with GDPR and cyber security regulations. (K30, S20)

Outlines the benefits to the business of ensuring GDPR and cyber security regulations are followed. (K30, S20).

Continuous professional development and well being
K24 B5

Describes the issues, symptoms and warning signs related to stress anxiety and depression, and how to access sources of help and relevant resources. (K24) 

Describes how they reflect on their own practise and seek CPD opportunities, explaining how they keep up to date with industry developments. (B5)

 

 

 

 

 

 

 

 

 

 

 

 

 

None.

Multiple-choice test

Grade Minimum marks required Maximum marks required
Fail 0 29
Pass 30 39
Distinction 40 50

Overall EPA grading

Performance in the EPA determines the overall grade of:

  • fail

  • pass

  • distinction

An independent assessor must individually grade the practical assessment with questions and interview underpinned by an apprenticeship development journal synopsis in line with this EPA plan.

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

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

To achieve an overall pass, the apprentice must achieve at least a pass in all the assessment methods. To achieve an overall EPA distinction, the apprentice must pass the practical assessment and achieve a distinction in the interview underpinned by an apprenticeship journal synopsis and multiple-choice test.

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

Practical assessment with questions Interview underpinned by an apprenticeship development journal synopsis Multiple-choice test Overall Grading
Fail Any grade Any grade Fail
Any grade Fail Any grade Fail
Any grade Any grade Fail Fail
Pass Pass Pass Pass
Pass Pass Distinction Pass
Pass Distinction Pass Pass
Pass Distinction Distinction Distinction

Re-sits and re-takes

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

The employer and the EPAO should agree the timescale for a re-sit or re-take. A re-sit is typically taken within 3 months of the EPA outcome notification. The timescale for a re-take is dependent on how much re-training is required and is typically taken within 6 months of the EPA outcome notification.

Failed assessment methods must be re-sat or re-taken within a 6-month period from the EPA outcome notification, otherwise the entire EPA will need to be re-sat or re-taken in full.

For the practical assessment, only those components failed will need to be resat or retaken

The apprentice will get a maximum EPA grade of if distinction 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
  • ensure that any required supervision during the EPA period, as stated within this EPA plan, is in place
  • ensure the apprentice has access to the resources used to fulfil their role and carry out the EPA for workplace based assessments
  • remain independent from the delivery of the EPA
  • pass the certificate to the apprentice upon receipt

EPAO

As a minimum, the EPAO must:

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

Independent assessor

As a minimum, an independent assessor must: 

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

Training provider

As a minimum, the training provider must: 

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

Marker

As a minimum, the marker must:

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

Invigilator

As a minimum, the invigilator must: 

  • attend induction training as directed by the EPAO  
  • not invigilate an assessment, solely, if they have delivered the assessed content to the apprentice 
  • invigilate and supervise the apprentice during tests and in breaks during assessment methods to prevent malpractice in line with the EPAO’s invigilation procedures 

Reasonable adjustments

The EPAO must have reasonable adjustments arrangements for the EPA.

This should include:

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

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

Internal quality assurance

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

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

They must also appoint independent assessors who:

  • have recent relevant experience of the occupation or sector to at least occupational level 3 gained in the last 5 years or significant experience of the occupation or sector
  • have professional body membership with:

    Institute of Refrigeration

  • meet the following minimum requirements:

    hold an assessor qualification (A1 or equivalent)

Value for money

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

  • utilising digital remote platforms to conduct applicable assessment methods
  • assessing multiple apprentices simultaneously where the assessment method permits this
  • conducting assessment methods on the same day

Professional recognition

This apprenticeship aligns with:

  • Engineering Council (EngTech) for level 3

KSB mapping table

Knowledge Assessment methods
K1

Health and Safety legislation and safe working practices applicable to working with pressure systems, electrical circuits and flammable substances.

Back to Grading
Multiple-choice test
K2

Industry codes of practice and standards, legislation and sources of information and advice applicable to working with pressure systems, electrical circuits and flammable substances.

Back to Grading
Multiple-choice test
K3

Environmental and sustainability regulations and guidance. Environmental hazards that can arise from vapour compression system operations. Environmental management systems standard. Environmental Protection Act. Environmental signage and notices. Types of pollution and control measures: noise, smells, spills, and waste.

Back to Grading
Interview underpinned by an apprenticeship development journal synopsis
K4

Principles of thermodynamics, gas laws, psychrometrics and fluid flow.

Back to Grading
Multiple-choice test
K5

Properties of refrigerant fluids and lubricants and their suitability for use in vapour compression systems. Applications and environmental impact.

Back to Grading
Multiple-choice test
K6

Refrigerant use: handling techniques and risk mitigation.

Back to Grading
Practical assessment with questions
K7

Scientific and mechanical principles applicable to vapour compression systems.

Back to Grading
Multiple-choice test
K8

Function and operation of refrigerant system components and how they interact in vapour compression systems.

Back to Grading
Multiple-choice test
K9

Methods of maximising efficient vapour compression refrigerant system performance: heating and cooling loads, component selection and balancing techniques.

Back to Grading
Multiple-choice test
K10

Methods of working with gases under pressure, including brazing work and pressure testing.

Back to Grading
Multiple-choice test
K11

Vapour compression system operating parameters: adjustment techniques to mitigate direct and indirect carbon emissions.

Back to Grading
Practical assessment with questions
K12

Installation of electric circuits, pipe work: positioning, fixing, jointing and testing techniques.

Back to Grading
Practical assessment with questions
K13

Testing and commissioning practices and techniques applicable to vapour compression systems.

Back to Grading
Practical assessment with questions
K14

Testing and commissioning practices and techniques of electrical and electronic control systems applicable to vapour compression systems.

Back to Grading
Practical assessment with questions
K15

Routine and reactive service and maintenance practices and techniques applicable to vapour compression systems, including safe electrical isolation techniques.

Back to Grading
Practical assessment with questions
K16

Fault finding, diagnosis and rectification practices and techniques of electrical and electronic control systems applicable to vapour compression systems, including safe electrical isolation techniques.

Back to Grading
Practical assessment with questions
K17

Decommissioning techniques applicable to vapour compression systems, safe recovery and disposal of equipment, hazardous waste refrigerant transfer.

Back to Grading
Practical assessment with questions
K18

Decommissioning techniques of electrical and electronic control systems applicable to vapour compression systems.

Back to Grading
Practical assessment with questions
K19

Logbooks and diagrams applicable to refrigeration, air conditioning and heat pump maintenance activities.

Back to Grading
Practical assessment with questions
K20

Environmental technologies employed in the sector: heat recovery, low GWP refrigerants, heat gain, cooling load and energy use equipment.

Back to Grading
Multiple-choice test
K21

Tools and equipment used in refrigeration, air conditioning and heat pump activities.

Back to Grading
Practical assessment with questions
K22

Collaborative working, relationship management with clients and stakeholders and mutual problem-solving techniques.

Back to Grading
Interview underpinned by an apprenticeship development journal synopsis
K23

Communication techniques used with different audiences.

Back to Grading
Interview underpinned by an apprenticeship development journal synopsis
K24

Well-being: mental and physical health considerations in self and others and how to access support. Impact of mental health on the construction industry.

Back to Grading
Interview underpinned by an apprenticeship development journal synopsis
K25

Equity, diversity and inclusion requirements in the workplace.

Back to Grading
Interview underpinned by an apprenticeship development journal synopsis
K26

Documentation methods and requirements - electronic and paper.

Back to Grading
Practical assessment with questions
K27

Project leadership techniques and principles.

Back to Grading
Interview underpinned by an apprenticeship development journal synopsis
K28

Planning, prioritising, work scheduling, workflow and time management techniques.

Back to Grading
Interview underpinned by an apprenticeship development journal synopsis
K29

Requirements for component warranty, legislation or regulation related to installation or other protections.

Back to Grading
Multiple-choice test
K30

Information technology: Management Information Systems (MIS), spreadsheets, presentation, word processing, email, virtual communication and learning platforms. General Data Protection Regulation (GDPR). Cyber security.

Back to Grading
Interview underpinned by an apprenticeship development journal synopsis
K31

Ethical and unethical behaviour, and the routes for reporting if unethical behaviour is identified.

Back to Grading
Interview underpinned by an apprenticeship development journal synopsis
Skill Assessment methods
S1

Comply with health and safety, regulations and standards. Apply safe systems of work, including carrying out a risk assessment.

Back to Grading
Practical assessment with questions
S2

Comply with environmental and sustainability regulations and standards for example prevention of refrigerant emissions, segregate resources for reuse and, recycling and disposal of waste.

Back to Grading
Interview underpinned by an apprenticeship development journal synopsis
S3

Position, fix, joint and test, pipework and electrical circuits.

Back to Grading
Practical assessment with questions
S4

Test, charge with refrigerant and commission vapour compression systems.

Back to Grading
Practical assessment with questions
S5

Test and commission electrical and electronic control systems applicable to vapour compression systems.

Back to Grading
Practical assessment with questions
S6

Interpret information and data from log books and diagrams.

Back to Grading
Practical assessment with questions
S7

Perform servicing, maintenance, fault diagnosis and rectification procedures and techniques on vapour compression systems including routine and reactive maintenance, installation of components and safe electrical isolation of supply.

Back to Grading
Practical assessment with questions
S8

Perform routine service, maintenance, fault diagnosis and rectification procedures and techniques on electrical and electrical control systems applicable to vapour compression systems including carrying out safe isolation procedures.

Back to Grading
Practical assessment with questions
S9

Decommission vapour compression systems, safe recovery and disposal of equipment, hazardous waste refrigerant transfer.

Back to Grading
Practical assessment with questions
S10

Decommission electrical and electronic systems applicable to vapour compression systems.

Back to Grading
Practical assessment with questions
S11

Adjust vapour compression system operating parameters to achieve reductions in carbon emissions.

Back to Grading
Practical assessment with questions
S12

Maximise performance of vapour compression systems by determining heating and cooling loads and selecting and balancing components and systems.

Back to Grading
Practical assessment with questions
S13

Retrofit and retro fill existing equipment to lower GWP refrigerants.

Back to Grading
Practical assessment with questions
S14

Mitigate risks of refrigerants including environmental, toxicity and flammability hazards.

Back to Grading
Practical assessment with questions
S15

Identify and use tools and equipment.

Back to Grading
Practical assessment with questions
S16

Communicate with others verbally and in writing.

Back to Grading
Interview underpinned by an apprenticeship development journal synopsis
S17

Complete a customer handover.

Back to Grading
Practical assessment with questions
S18

Work collaboratively with clients or stakeholders to solve problems.

Back to Grading
Interview underpinned by an apprenticeship development journal synopsis
S19

Apply project leadership techniques and principles.

Back to Grading
Interview underpinned by an apprenticeship development journal synopsis
S20

Use information and digital technology and comply with GDPR and cyber security regulations.

Back to Grading
Interview underpinned by an apprenticeship development journal synopsis
S21

Apply ethical principles.

Back to Grading
Interview underpinned by an apprenticeship development journal synopsis
Behaviour Assessment methods
B1

Prioritise health and safety.

Back to Grading
Practical assessment with questions
B2

Act ethically.

Back to Grading
Interview underpinned by an apprenticeship development journal synopsis
B3

Take responsibility for work.

Back to Grading
Practical assessment with questions
B4

Team focused to meet work goals, for example, work effectively with others, resolve issues in discussion with others.

Back to Grading
Interview underpinned by an apprenticeship development journal synopsis
B5

Committed to continued professional development (CPD) to maintain and enhance competence in own area of practice.

Back to Grading
Interview underpinned by an apprenticeship development journal synopsis
B6

Support an equitable, diverse and inclusive culture.

Back to Grading
Interview underpinned by an apprenticeship development journal synopsis

Mapping of KSBs to grade themes

Practical assessment with questions

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Health and safety
K6
S1 S14
B1

Refrigerant use: handling techniques and risk mitigation. (K6)

Comply with health and safety, regulations and standards. Apply safe systems of work, including carrying out a risk assessment. (S1)

Mitigate risks of refrigerants including environmental, toxicity and flammability hazards. (S14)

Prioritise health and safety. (B1)

Tools and equipment
K21
S15

Tools and equipment used in refrigeration, air conditioning and heat pump activities. (K21)

Identify and use tools and equipment. (S15)

None

Interpreting information
K19
S6

Logbooks and diagrams applicable to refrigeration, air conditioning and heat pump maintenance activities. (K19)

Interpret information and data from log books and diagrams. (S6)

None

De-commissioning
K17 K18
S9 S10

Decommissioning techniques applicable to vapour compression systems, safe recovery and disposal of equipment, hazardous waste refrigerant transfer. (K17)

Decommissioning techniques of electrical and electronic control systems applicable to vapour compression systems. (K18)

Decommission vapour compression systems, safe recovery and disposal of equipment, hazardous waste refrigerant transfer. (S9)

Decommission electrical and electronic systems applicable to vapour compression systems. (S10)

None

Retrofit and retrofill
K12
S3 S13
B3

Installation of electric circuits, pipe work: positioning, fixing, jointing and testing techniques. (K12)

Position, fix, joint and test, pipework and electrical circuits. (S3)

Retrofit and retro fill existing equipment to lower GWP refrigerants. (S13)

Take responsibility for work. (B3)

Servicing, fault finding and rectification
K15 K16
S7 S8

Routine and reactive service and maintenance practices and techniques applicable to vapour compression systems, including safe electrical isolation techniques. (K15)

Fault finding, diagnosis and rectification practices and techniques of electrical and electronic control systems applicable to vapour compression systems, including safe electrical isolation techniques. (K16)

perform servicing, maintenance, fault diagnosis and rectification procedures and techniques on vapour compression systems including routine and reactive maintenance, installation of components and safe electrical isolation of supply. (S7)

Perform routine service, maintenance, fault diagnosis and rectification procedures and techniques on electrical and electrical control systems applicable to vapour compression systems including carrying out safe isolation procedures. (S8)

None

System performance
K11
S11 S12

Vapour compression system operating parameters: adjustment techniques to mitigate direct and indirect carbon emissions. (K11)

Adjust vapour compression system operating parameters to achieve reductions in carbon emissions. (S11)

Maximise performance of vapour compression systems by determining heating and cooling loads and selecting and balancing components and systems. (S12)

None

Testing, commissioning and customer hand over
K13 K14 K26
S4 S5 S17

Testing and commissioning practices and techniques applicable to vapour compression systems. (K13)

Testing and commissioning practices and techniques of electrical and electronic control systems applicable to vapour compression systems. (K14)

Documentation methods and requirements - electronic and paper. (K26)

Test, charge with refrigerant and commission vapour compression systems. (S4)

Test and commission electrical and electronic control systems applicable to vapour compression systems. (S5)

Complete a customer handover. (S17)

None

Interview underpinned by an apprenticeship development journal synopsis

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Environment and sustainability
K3
S2

Environmental and sustainability regulations and guidance. Environmental hazards that can arise from vapour compression system operations. Environmental management systems standard. Environmental Protection Act. Environmental signage and notices. Types of pollution and control measures: noise, smells, spills, and waste. (K3)

Comply with environmental and sustainability regulations and standards for example prevention of refrigerant emissions, segregate resources for reuse and, recycling and disposal of waste. (S2)

None

Collaborative working and communication
K22 K23
S16 S18
B4

Collaborative working, relationship management with clients and stakeholders and mutual problem-solving techniques. (K22)

Communication techniques used with different audiences. (K23)

Communicate with others verbally and in writing. (S16)

Work collaboratively with clients or stakeholders to solve problems. (S18)

Team focused to meet work goals, for example, work effectively with others, resolve issues in discussion with others. (B4)

Ethical principles and EDI
K25 K31
S21
B2 B6

Equity, diversity and inclusion requirements in the workplace. (K25)

Ethical and unethical behaviour, and the routes for reporting if unethical behaviour is identified. (K31)

Apply ethical principles. (S21)

Act ethically. (B2)

Support an equitable, diverse and inclusive culture. (B6)

Work organisation and leadership
K27 K28
S19

Project leadership techniques and principles. (K27)

Planning, prioritising, work scheduling, workflow and time management techniques. (K28)

Apply project leadership techniques and principles. (S19)

None

Digital applications
K30
S20

Information technology: Management Information Systems (MIS), spreadsheets, presentation, word processing, email, virtual communication and learning platforms. General Data Protection Regulation (GDPR). Cyber security. (K30)

Use information and digital technology and comply with GDPR and cyber security regulations. (S20)

None

Continuous professional development and well being
K24

B5

Well-being: mental and physical health considerations in self and others and how to access support. Impact of mental health on the construction industry. (K24)

None

Committed to continued professional development (CPD) to maintain and enhance competence in own area of practice. (B5)

Contact us about this apprenticeship

Employers involved in creating the standard: Space Engineering UK, Carter Synergy, Epta Group, Daikin UK, Adcock Air Conditioning & Refrigeration, Star Refrigeration, Arcus Solutions, J Sainsbury PLC, Integral UK, Mitsubishi Electric, Cold Service, Orwell Design

Version log

Version Change detail Earliest start date Latest start date Latest end date
Revised version awaiting implementation In revision Not set Not set Not set
1.1 End-point assessment plan revised 22/05/2018 Not set Not set
1.0 Retired 10/09/2015 21/05/2018 Not set

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