This apprenticeship is for information only until a funding band decision is agreed. It is to replace pathway 13 in ST0457 Engineering technician with an agreed notice period in consultation.

This apprenticeship is in development and is subject to change

Why is this apprenticeship not ready for delivery?

An apprenticeship is only available for delivery when both the standard and assessment plan is approved and a funding band (core government contribution) has been assigned to the standard.

How can I get involved?

If you'd like to get involved and contribute to the development of this apprenticeship, please read about developing standards and assessment plans. You can email the trailblazer contact using the details on this page.

Key information

  1. Status: In development
  2. Ticked Proposal approved
    Ticked Occupational standard approved
    Ticked End-point assessment plan approved
    Unticked Funding approved
  3. Reference: ST1395
  4. Level: 3
  5. Typical duration to gateway: 42 months
  6. Typical EPA period: 6 months
  7. Route: Engineering and manufacturing
  8. Example progression routes:
  9. Review: this apprenticeship will be reviewed in accordance with our change request policy.
Print occupational standard

Details of the occupational standard

Occupation summary

Engineering and manufacturing support technicians are found in the engineering and manufacturing sector. This includes the advanced manufacturing fields of aerospace, automotive, maritime, defence and nuclear. Engineering and manufacturing support technicians support the work of engineers by the provision of technical support and expertise for areas of the engineering and manufacturing function. This typically could include, engineering drawing, computer aided design (CAD), quality control, computerized numerical control programming (CNC), robotics, additive manufacturing, engineering or manufacturing software development and process engineering. The support provided is often complex in nature. They will be proactive in finding solutions to problems and identifying areas for improving the business. They organise and co-ordinate services for internal and external stakeholders. They contribute to the planning of work and resources to enable work to be carried out. Stakeholders are informed of progress of development work. They have good communication skills. They may contribute to problem solving. They support continuous improvements. Others may be involved in the implementation of such solutions. They will use technical software packages, typically computer aided design (CAD), or other specialist software, to produce design solutions for equipment or services. They inspect and test equipment or services and produce data from test results. They write technical reports and carry out audits for equipment or services.

The broad purpose of the engineering and manufacturing support technician is to provide the required level of technical assistance on areas of engineering or manufacturing. They report on processes and procedures using communications software, test analysis tools, measurement systems, offline programming, and quality control. They support production planning, scheduling, product technical applications and capability supporting continuous improvements. They support technical marketing sales and purchasing, product development and innovation. They investigate and review services, producing technical reports and documentation. They carry out inspections or tests to analyse products or services. Engineering and manufacturing support technicians typically work in engineering or manufacturing environments. They may also be required to work outdoors inspecting and testing products and processes.

In their daily work, an engineering and manufacturing support technician interacts with other engineers and technicians. They also interact with various stakeholders. They typically report to an engineering or manufacturing team leader. They may also interact with customers, suppliers, colleagues, quality auditors and regulators. They will be able to work with minimum supervision.

Engineering and manufacturing support technicians will be responsible for the quality, accuracy and timely completion of the work they undertake. They also must work efficiently. They must work both individually and as part of a larger team. They must work within the relevant health, safety, and environmental regulations and guidance. This includes the appropriate use of protective clothing and equipment.  All work must be completed in a safe and efficient manner as directed by supervisory staff.

Typical job titles include:

Aerospace inspection technician Nuclear inspection technician Quality compliance officer Quality control technician Technical support technician

Occupation duties

Duty KSBs

Duty 1 Comply with statutory, quality, organisational, environmental, and health and safety regulations.

K1 K2 K3 K5 K6 K7 K8 K9 K10 K11 K13 K14 K16 K17 K18 K19 K20 K23

S1 S2 S3 S5 S6 S7 S8 S9 S11 S12 S13 S14 S15 S16 S18 S19 S20

B1 B2 B3 B6

Duty 2 Receive, read, and interpret engineering data and documentation.

K2 K4 K5 K6 K7 K11 K13 K15 K19 K20 K21 K23

S3 S4 S5 S6 S9 S11 S15 S17 S20 S21

B6

Duty 3 Identify problems within the engineering or manufacturing activity and contribute to the resolution and suitable solutions.

K1 K2 K3 K5 K6 K7 K8 K9 K10 K12 K13 K17 K18 K19 K20 K23

S1 S2 S3 S4 S5 S6 S8 S11 S14 S15 S18 S20 S21

B1 B2 B4 B5 B6

Duty 4 Organise engineering or manufacturing workflow, communicating with internal and external stakeholders.

K1 K3 K4 K7 K9 K10 K12 K13 K14 K16 K17 K18 K19 K20 K22 K23

S1 S2 S5 S6 S7 S8 S9 S11 S14 S15 S16 S17 S18 S19 S20 S21

B1 B2 B3 B4 B5 B6

Duty 5 Plan work, and resources to enable implementation of engineering or manufacturing tasks and projects.

K1 K2 K3 K5 K6 K7 K8 K9 K10 K12 K13 K14 K15 K16 K18 K19 K20 K22 K23

S1 S2 S3 S5 S6 S7 S8 S11 S14 S15 S16 S18 S19 S20 S21

B1 B2 B5 B6

Duty 6 Use appropriate technical software supporting the operation of processes or equipment.

K1 K4 K5 K6 K7 K8 K11 K13 K18 K19 K23

S3 S4 S5 S6 S7 S9 S10 S11 S13 S15 S17 S19 S20

B6

Duty 7 Provide technical support operations in line with specific safe working practices and specification requirements.

K1 K2 K3 K5 K6 K7 K8 K10 K11 K12 K13 K14 K15 K16 K17 K18 K19 K20 K21 K22 K23

S1 S2 S3 S4 S5 S6 S7 S10 S11 S12 S13 S14 S15 S16 S17 S18 S19 S20 S21

B1 B2 B3 B4 B5 B6

Duty 8 Complete technical support activities for equipment, components, systems or processes and contribute to their product output.

K1 K2 K3 K5 K6 K7 K8 K9 K10 K11 K12 K13 K14 K15 K16 K17 K18 K20 K21 K22 K23

S1 S2 S3 S4 S5 S6 S7 S8 S10 S11 S12 S13 S14 S15 S16 S17 S18 S19 S20 S21

B1 B2 B4 B5 B6

Duty 9 Produce technical documentation, data and information to support engineering or manufacturing activities.

K1 K2 K4 K5 K6 K7 K8 K9 K11 K12 K13 K17 K18 K19 K21 K23

S3 S4 S5 S6 S8 S9 S10 S11 S15 S17 S18 S19 S20

B5 B6

Duty 10 Carry out quality checks during and after the technical support operation.

K1 K6 K7 K8 K9 K10 K12 K13 K15 K16 K17 K18 K19 K20 K21 K23

S1 S2 S5 S6 S7 S8 S9 S10 S11 S13 S14 S15 S16 S18 S19 S20

B1 B2 B5 B6

Duty 11 Handover and provide technical advice to stakeholders for engineering equipment and services.

K1 K2 K3 K4 K5 K7 K9 K10 K12 K13 K14 K17 K18 K19 K20 K21 K22 K23

S2 S3 S4 S5 S6 S7 S8 S10 S11 S13 S14 S15 S16 S17 S18 S19 S20 S21

B2 B3 B4 B5 B6

Duty 12 Support continuous improvement activities to address business needs.

K6 K7 K8 K9 K10 K12 K13 K16 K17 K18 K19 K20 K21 K22 K23

S1 S2 S4 S5 S6 S7 S8 S9 S10 S11 S12 S13 S14 S15 S16 S17 S18 S19 S20 S21

B1 B2 B5 B6

KSBs

Knowledge

K1: The engineering or manufacturing function and role. Limits of autonomy and reporting channels. Different teams and functions involved within the operation and interdependencies. Back to Duty

K2: Awareness of health and safety regulations, standards, and guidance and impact on role. Awareness of working in confined spaces. Control of Substances Hazardous to Health (COSHH). Display Screen Equipment (DSE). Electrical safety and compliance. Fire safety. Health and Safety at Work Act. Lone working. Manual handling. Noise regulation. Personal Protective Equipment (PPE). Provision and Use of Work Equipment Regulations (PUWER). Reporting of Injuries, Disease, and Dangerous Occurrences Regulations (RIDDOR). Risk assessments. Slips, trips, and falls. Working at height. Back to Duty

K3: Environmental and sustainability regulations and guidance. Environmental hazards that can arise from engineering or manufacturing operations. Environmental Protection Act. Environmental signage and notices. Types of pollution and control measures: noise, smells, spills, and waste. Environmental permits. Waste Electrical and Electronic Equipment Directive (WEEE). Energy consumption. The Climate Change Agreements. Carbon Reduction Commitment (CRC). Back to Duty

K4: British standards for engineering representations, drawings, and graphical information. Back to Duty

K5: Engineering standards and regulations, relevant to the occupation and technician's responsibilities. British Standards (BS). International Organisation for Standardisation standards (ISO). European Norm (EN). Back to Duty

K6: Engineering mathematical techniques and scientific principles: calculations, conversions, graphical representation, rate of change, calculus, trigonometry, areas and volumes, mechanical and electrical principles, properties of materials. Back to Duty

K7: Digitisation and emerging technologies within the engineering and manufacturing sector: connectivity, advanced analytics, automation, advanced manufacturing technology, additive manufacturing, improvements in robotics and human-machine interaction and Industry 4.0. Back to Duty

K8: Problem solving techniques: diagnostics, root cause analysis. Back to Duty

K9: Resource management requirements including equipment availability, costs, security and safety. Back to Duty

K10: Planning, prioritising, work scheduling, workflow and time management techniques. Work management systems. Work categorisation systems. Back to Duty

K11: Engineering and manufacturing technical outputs: methods of representing technical information supporting organisational requirements - electronic and paper. Back to Duty

K12: Requirements of supporting stakeholders for progress and handover of products or processes including status reports. Back to Duty

K13: Documentation and recording information requirements. Back to Duty

K14: Standard operating procedures (SOP). What they are and why they are important. What they need to cover and why. Visuals and symbols used in SOP. Back to Duty

K15: Manufacturers’ instructions: what they are, why use them and how to use them. Warranties: what they are and impact on engineering or manufacturing work. Back to Duty

K16: Quality management standards. Quality assurance, quality control principles and practices. Record keeping. Back to Duty

K17: Continuous improvement techniques: lean, 6-sigma, KAIZEN, 5S plus safety (Sort, set, shine, standardise and sustain). Back to Duty

K18: Principles of team working. Back to Duty

K19: Written communication techniques. Engineering terminology. Report writing. Back to Duty

K20: Verbal communication techniques. Giving and receiving information. Matching style to audience. Back to Duty

K21: Information technology and digital: digital interfaces, email, Management Information Systems (MIS), spreadsheets, presentation, word processing, virtual communication, learning platforms, work collaboration platforms. General Data Protection Regulation (GDPR), cyber security. Back to Duty

K22: The Equality Act: requirements and impact on organisation. Principles of equity, diversity, and inclusion in the workplace and their impact on organisations and customers. Back to Duty

K23: Workplace training and development activities: continual professional development (CPD). Back to Duty

Skills

S1: Follow health and safety regulations, standards, and guidance. Back to Duty

S2: Follow procedures in line with environmental and sustainability regulations, standards, and guidance. For example, segregation of resources for reuse, recycling and disposal. Back to Duty

S3: Comply with engineering standards and regulations. For example, British Standards (BS), International Organisation for Standardisation standards (ISO). European Norm (EN). Back to Duty

S4: Analyse engineering and manufacturing data and information to support technical outputs. For example, read and interpret text, data, engineering drawings, work instructions, method statements, operation manuals. Back to Duty

S5: Apply scientific, technical or engineering principles. Back to Duty

S6: Apply problem solving techniques to solutions for identified technical problems. Back to Duty

S7: Organise, plan and prioritise workflow and scheduling of work with stakeholders. Back to Duty

S8: Identify, organise and use resources to complete tasks, considering cost, quality, safety, security and environmental impact. Back to Duty

S9: Produce job specific technical outputs. For example, engineering drawings, quality control management, computer control programming, business improvement, adverse incident reports, technical investigations, equipment appraisals and specifications. Back to Duty

S10: Provide support and guidance for handover of work to stakeholders. For example, checklists, product or process status, access to supporting documents. Back to Duty

S11: Record information - paper based or electronic. For example, energy usage, equipment service records, test results, handover documents, checklists. Back to Duty

S12: Follow standard operating procedures. Back to Duty

S13: Follow manufacturer's instructions. For example, safe instructions for use of products, processes and machinery. Back to Duty

S14: Apply quality assurance and control principles and practices. For example, conduct physical checks, take samples, inspections or tests. Back to Duty

S15: Apply continuous improvement techniques. Back to Duty

S16: Apply team working principles. Back to Duty

S17: Communicate in writing with others for example, stakeholders, colleagues, and managers. Back to Duty

S18: Communicate with others verbally for example, colleagues and stakeholders. Back to Duty

S19: Use information and digital technology. Comply with GDPR and cyber security regulations and policies. Back to Duty

S20: Carry out and record learning and development activities. Back to Duty

S21: Apply equity, diversity and inclusion procedures. Back to Duty

Behaviours

B1: Take personal responsibility for and promote health and safety. Back to Duty

B2: Considers the environment and sustainability. Back to Duty

B3: Support diversity and social inclusion in the workplace. Back to Duty

B4: Respond and adapt to work demands and situations. Back to Duty

B5: Collaborate within teams, across disciplines and stakeholders. Back to Duty

B6: Seek learning and development opportunities, continual professional development (CPD). 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

EAL Level 3 Diploma in Engineering and manufacturing support technologies (QAN 610/4353/9)

Level: 3

Ofqual regulated

Professional recognition

This standard aligns with the following professional recognition:

  • Institution of Engineering and Technology (IET) for Engineering Technician (EngTech) for EngTech
  • Institute of Mechanical Engineers (IMechE) for Engineering Technician (EngTech) for EngTech
  • Royal Aeronautical Society (RAeS) for Engineering Technician (EngTech) for EngTech
Print EPA plan

End-point assessment plan

Introduction and overview

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

Engineering and manufacturing support technician apprentices, their employers and training providers should read this document.

A full-time engineering and manufacturing support technician apprentice typically spends 42 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 work with the training provider to select an approved EPAO from the apprenticeship providers and assessment register (APAR).

This EPA has 2 assessment methods.

The grades available for each assessment method are below.

Assessment method 1 - work-based report with presentation and questioning:

  • fail
  • pass
  • distinction

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

  • fail
  • pass
  • distinction

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

  • fail
  • pass
  • merit
  • distinction

EPA summary table

On-programme - typically 42 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 engineering and manufacturing support technician apprenticeship standard

The qualification required is:

EAL Level 3 Diploma in Engineering and manufacturing support technologies (QAN 610/4353/9)

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 EAL Level 3 Diploma in Engineering and manufacturing support technologies (QAN 610/4353/9)

For the work-based report with presentation and questioning, the apprentice must submit a report subject, title and scope. To ensure the report allows the apprentice to meet the KSBs mapped to this assessment method to the highest available grade, the EPAO should sign-off the report’s title and scope at the gateway to confirm it is suitable.

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

Work-based report with presentation and questioning:

  • fail

  • pass

  • distinction

Interview underpinned by a portfolio of evidence:

  • fail

  • pass

  • distinction

Overall EPA and apprenticeship can be graded:

    • fail
    • pass
    • merit
    • distinction

Professional recognition

This apprenticeship aligns with:

  • Institution of Engineering and Technology (IET) for Engineering Technician (EngTech) for EngTech

This apprenticeship aligns with:

  • Institute of Mechanical Engineers (IMechE) for Engineering Technician (EngTech) for EngTech

This apprenticeship aligns with:

  • Royal Aeronautical Society (RAeS) for Engineering Technician (EngTech) for EngTech

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 EAL Level 3 Diploma in Engineering and manufacturing support technologies (QAN 610/4353/9)

  • submit a report subject, title and scope for the work-based report with presentation and questioning

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

Portfolio of evidence requirements:

The apprentice must compile a portfolio of evidence during the on-programme period of the apprenticeship. It should only contain evidence related to the KSBs that will be assessed by this assessment method. It will typically contain 11 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, for example:
  • workplace policies and procedures
  • witness statements
  • annotated photographs
  • video clips (maximum total duration 10 minutes); the apprentice must be in view and identifiable

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

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

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

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.

Work-based report with presentation and questioning

Overview

The work-based report with presentation and questioning assessment method involves the apprentice completing a significant and defined piece of work that has a real business application and benefit. This process may include for example, research, analysis, and the completion of tasks or activities to achieve the outcome. The assessment method will have an output at the end of the defined piece of work. The work completed for the work-based report with presentation and questioning assessment method must meet the needs of the employer's business and be relevant to the apprentice's occupation and apprenticeship.

This assessment method has 2 components:

  • completion of the defined piece of work for the work-based report

  • presentation with questions and answers

Together, these components give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method. They are assessed by an independent assessor.

Rationale

This assessment method is being used because:

  • it allows for the assessment of KSBs that take place over a long period of time
  • it can produce something that is of genuine business benefit to the apprentice’s employer
  • it allows for the presentation of evidence and testing of responses where there are a range of potential answers
  • it can be conducted remotely, potentially reducing cost

Delivery

The apprentice must complete a defined piece of work for the work-based report based on any of the following:

  • provision of technical support and expertise to a product or process for developments or improvements including technical reports and documentation to inform stakeholders
  • provision of solutions to problems and identifying areas for improving the business, product or process including technical reports and documentation to inform stakeholders
  • inspection, testing and analysis of product or processes including technical reports and documentation to inform stakeholders

To ensure the report allows the apprentice to meet the KSBs mapped to this assessment method to the highest available grade, the EPAO must sign-off the report's subject, title and scope at the gateway to confirm it is suitable. The EPAO must refer to the grading descriptors to ensure the report is pitched appropriately.

The output must be in the form of a report and presentation.

The apprentice must start the work-based report after the gateway. The employer should ensure the apprentice has the time and resources, within the report period, to plan and complete their report.

The apprentice may work as part of a team to complete the work-based report, which could include internal colleagues or technical experts. The apprentice must however, complete their report and presentation unaided and they must be reflective of their own role and contribution. The apprentice and their employer must confirm this when the report and any presentation materials are submitted.

Component 1: Work-based report

The report must include at least:

  • an introduction
  • the scope of the work-based report
  • work-based report outcomes
  • discussion of findings
  • recommendations and conclusions
  • appendix containing mapping of KSBs to the report.

The report must also include:

  • technical documentation and outputs used in the support for the engineering and manufacturing function
  • compliance with health and safety regulations including consideration to the environmental regulations and impact of work carried out
  • how information is received, developed and recorded to produce technical outputs
  • mathematical calculations and demonstration of the use of engineering principles to aid in the solving or development of products or processes
  • application of quality control and measures taken to ensure compliance
  • handover documentation to inform stakeholders
  • planning and scheduling of work

The report must have a word count of 3000 words. A tolerance of 10% above or below is allowed at the apprentice’s discretion. Appendices, references and diagrams are not included in this total. The apprentice must produce and include a mapping in an appendix, showing how the report evidences the KSBs mapped to this assessment method.

The apprentice must complete and submit the report and any presentation materials to the EPAO by the end of week 20 of the EPA period.

Component 2: Presentation with questions

The presentation 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.

The apprentice must prepare and deliver a presentation to an independent assessor. After the presentation, the independent assessor must ask the apprentice questions about their report and presentation.

The presentation should cover:

  • an overview of the work-based activity
  • the work-based report scope
  • summary of actions undertaken by the apprentice
  • outcomes and how these were achieved

The presentation with questions must last 50 minutes. This will typically include a presentation of 20 minutes and questioning lasting 30 minutes. The independent assessor must use the full time available for questioning. The independent assessor can increase the time of the presentation and questioning by up to 10%. This time is to allow the apprentice to complete their last point or respond to a question if necessary.

The independent assessor must ask at least 6 questions. They 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 purpose of the independent assessor's questions is:

  • to verify that the activity was completed by the apprentice
  • to seek clarification where required
  • to assess those KSBs that the apprentice did not have the opportunity to demonstrate with the report, although these should be kept to a minimum
  • to assess level of competence against the grading descriptors

The apprentice must submit any presentation materials to the EPAO at the same time as the report - by the end of week 20 of the EPA period. The apprentice must notify the EPAO, at that point, of any technical requirements for the presentation.

During the presentation, the apprentice must have access to:

  • audio-visual presentation equipment
  • flip chart and writing and drawing materials
  • computer

The independent assessor must have at least 2 weeks to review the work-based report and any presentation materials, to allow them to prepare questions.

The apprentice must be given at least 2 weeks’ notice of the presentation with questions.

The apprentice may choose to end the presentation with questioning early. The apprentice must be confident they have demonstrated competence against the assessment requirements for the assessment method. The independent assessor or EPAO must ensure the apprentice is fully aware of all assessment requirements. The independent assessor or EPAO cannot suggest or choose to end the assessment methods early, unless in an emergency. The EPAO is responsible for ensuring the apprentice understands the implications of ending an assessment early if they choose to do so. The independent assessor may suggest the assessment continues. The independent assessor must document the apprentice’s request to end the assessment early.

Assessment decision

The independent assessor must make the grading decision. They must assess the components of this assessment method holistically when deciding the grade.

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

  • the KSBs demonstrated in the report and presentation with questions
  • the apprentice’s answers to questions
  • the grade achieved

Assessment location

The presentation with questions must take place in a suitable venue selected by the EPAO for example, the EPAO’s or employer’s premises. It should take place in a quiet room, free from distractions and influence.

The presentation with questions 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.

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.

EPAO must produce the following materials to support the work based report:

  • independent assessor EPA 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 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 is to assess the apprentice’s competence against the following themes:

  • the engineering and manufacturing industry, role and continual professional development
  • continuous improvement techniques and problem solving
  • environmental and sustainability
  • digitisation and emerging technologies
  • information technology and digital systems
  • standard operating procedures and manufacturer's instructions and warranties
  • quality assurance and processes
  • team working, equity, diversity and inclusion
  • verbal communications

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 70 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 apprentice may choose to end the assessment method early. The apprentice must be confident they have demonstrated competence against the assessment requirements for the assessment method. The independent assessor or EPAO must ensure the apprentice is fully aware of all assessment requirements. The independent assessor or EPAO cannot suggest or choose to end the assessment methods early, unless in an emergency. The EPAO is responsible for ensuring the apprentice understands the implications of ending an assessment early if they choose to do so. The independent assessor may suggest the assessment continues. The independent assessor must document the apprentice’s request to end the assessment early.

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 a portfolio of evidence:

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

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

Grading

Work-based report with presentation and questioning

Theme
KSBs
Pass
Apprentices must demonstrate all of the pass descriptors
Distinction
Apprentices must demonstrate all of the pass descriptors and all of the distinction descriptors
Health and safety
K2 S1 B1

Applies safe systems of work, following procedures in compliance with health and safety regulations, standards and guidance taking responsibility to promote health and safety. (K2, S1, B1)

Justifies the importance of compliance with safe systems of work, following procedures, and taking responsibility for themselves, as well as promoting safety to others in the wider team. (S1, B1)

Engineering standards and regulations (BS, ISO, EN)
K5 S3

Complies with engineering standards and regulations relevant to the occupation and technician's responsibilities, when completing tasks. (K5, S3)

Justifies the importance of compliance with engineering national and international standards, for work carried out on products or processes. (K5, S3)

British standards technical drawings and representations
K4 S4

Analyse engineering and manufacturing data and information to make informed decisions and support technical outputs in line with task requirements. (K4, S4)

Justifies why they need to cross reference national and international standards to product or processes data and information, in order to support technical outputs. (K4, S4)

Mathematical techniques and engineering principles
K6 S5

Applies engineering mathematical techniques, using engineering principles or science to aid the solution or the development of the product or process. (K6, S5)

None.

Technical support
K12 S10

Produces documentation to show how they keep stakeholders informed of the progress status, and at handover, of the product or process. (K12, S10)

None.

Planning and scheduling work
K10 S7 B4

Plans, organises, and prioritises their own work and adapts to changing work requests, time management techniques, including scheduling of work with stakeholders. (K10, S7, B4)

None.

Resource management
K9 S8

Identifies, organises and use resources to complete tasks with consideration for equipment availability, cost, quality, safety, security and environmental impact. (K9, S8)

Justifies the balance of cost, quality, safety, security and environmental factors. (K9, S8)

Technical documentation and outputs
K11 S9

Produces job specific, technical support documentation with key outputs identified, which support organisational requirements. (K11, S9)

None.

Recording information and written communications
K13 K19 S11 S17

Produces documentation suitable for the context, conveying information, adapting style, and use of engineering terminology, in line with colleagues and stakeholder's requirements. (K13, K19, S11, S17)

None.

Interview underpinned by a portfolio of evidence

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
The engineering and manufacturing industry, role and continual professional development
K1 K23 S20 B6

Explains the role of the support technician's function in their company and within the wider sector, identifying limits of autonomy and reporting channels, different teams and functions involved in operation and interdependencies. (K1)

Describes how they have sought, carried out and recorded learning and development activities to show continual personal and professional development in their role. (K23, S20, B6)

None.

Digitisation and emerging technologies within the engineering and manufacturing sector
K7

Describes how digitisation and emerging technologies are considered for the development of products and processes in line with organisational requirements. (K7)

None.

Continuous improvement techniques and problem solving
K8 K17 S6 S15

Describes how they have applied problem solving techniques to provide solutions for identified technical problems. (K8, S6)

Explains how they have applied a continuous improvement technique to achieve the task outcome. (K17, S15)

Justifies the continuous improvement technique used to achieve the outcome. (K17, S15)

Environmental and sustainability
K3 S2 B2

Describes how they consider and apply the principles of environmental sustainability in their work in line with organisational procedures, regulations, standards and guidance. (K3, S2, B2)

Explains how they support the development of environmental and sustainability practice in the workplace for example, through promoting good practice to others, identifying improvement to practice. (K3, S2)

Information technology and digital systems
K21 S19

Describes how they use information technology and digital systems and comply with GDPR and cyber security regulations and policies. (K21, S19)

Outlines the benefits to the business of ensuring GDPR and cyber security regulations and policies are followed. (K21, S19)

Standard operating procedures and manufacturer's instructions and warranties
K14 K15 S12 S13

Describes how they use and follow standard operating procedures and manufacturer's instructions for processes and consider product warranties. (K14, K15, S12, S13)

 

Explains the importance of following standard operating procedures and working to manufacturer's instructions and the potential impact of breaches to warranties and possible consequences. (K14, K15, S12, S13)

Quality assurance and processes
K16 S14

Describes how they apply quality control principles and practices to ensure products or processes meet specification and the importance of record keeping. (K16, S14)

 

None.

Team working, equity, diversity and inclusion
K18 K22 S16 S21 B3 B5

Describes how they collaborate and apply team working principles within teams and stakeholders. (K18, S16, B5)

Describes how they apply equity, diversity, and inclusion in their workplace in line with legislation, following company guidance. (K22, S21, B3)

Explains how their team working supports wider team and business goals. (K18, S16)

 

Verbal communications
K20 S18

Describes how they use verbal communication techniques suitable for the context, adapting style to suit the audience. (K20, S18)

None.

Overall EPA grading

Performance in the EPA determines the overall grade of:

  • fail

  • pass

  • merit

  • distinction

An independent assessor must individually grade the work-based report with presentation and questioning and interview underpinned by a portfolio of evidence in line with this EPA plan.

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

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

To achieve an overall pass, the apprentice must achieve at least a pass in all the assessment methods. To achieve an overall EPA distinction, apprentices must achieve a distinction in the work based report with presentation and questioning and a distinction in the interview underpinned by a portfolio of evidence.

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

Work-based report with presentation and questioning Interview underpinned by a portfolio of evidence Overall Grading
Fail Any grade Fail
Any grade Fail Fail
Pass Pass Pass
Distinction Pass Merit
Pass Distinction Merit
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.

If the apprentice fails the work based report assessment method, they must amend the work based report in line with the independent assessor’s feedback. The apprentice will be given 4 weeks to rework and submit the amended report.

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

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

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

Roles and responsibilities

Roles Responsibilities

Apprentice

As a minimum, the apprentice should:

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

Employer

As a minimum, the apprentice's employer must:

  • select the training provider
  • work with the training provider to select the EPAO
  • 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
  • work with the employer to select the EPAO
  • 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

Reasonable adjustments

Reasonable adjustments

The EPAO must have reasonable adjustments arrangements for the EPA.

This should include:

  • how an apprentice qualifies for a 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.

Special considerations

The EPAO must have special consideration arrangements for the EPA.

This should include:

  • how an apprentice qualifies for a special consideration
  • what special considerations will be given

Special considerations 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 4 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:

  • 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 (IET) for Engineering Technician (EngTech) for EngTech

This apprenticeship aligns with:

  • Institute of Mechanical Engineers (IMechE) for Engineering Technician (EngTech) for EngTech

This apprenticeship aligns with:

  • Royal Aeronautical Society (RAeS) for Engineering Technician (EngTech) for EngTech

KSB mapping table

Knowledge Assessment methods
K1

The engineering or manufacturing function and role. Limits of autonomy and reporting channels. Different teams and functions involved within the operation and interdependencies.

Back to Grading
Interview underpinned by a portfolio of evidence
K2

Awareness of health and safety regulations, standards, and guidance and impact on role. Awareness of working in confined spaces. Control of Substances Hazardous to Health (COSHH). Display Screen Equipment (DSE). Electrical safety and compliance. Fire safety. Health and Safety at Work Act. Lone working. Manual handling. Noise regulation. Personal Protective Equipment (PPE). Provision and Use of Work Equipment Regulations (PUWER). Reporting of Injuries, Disease, and Dangerous Occurrences Regulations (RIDDOR). Risk assessments. Slips, trips, and falls. Working at height.

Back to Grading
Work-based report with presentation and questioning
K3

Environmental and sustainability regulations and guidance. Environmental hazards that can arise from engineering or manufacturing operations. Environmental Protection Act. Environmental signage and notices. Types of pollution and control measures: noise, smells, spills, and waste. Environmental permits. Waste Electrical and Electronic Equipment Directive (WEEE). Energy consumption. The Climate Change Agreements. Carbon Reduction Commitment (CRC).

Back to Grading
Interview underpinned by a portfolio of evidence
K4

British standards for engineering representations, drawings, and graphical information.

Back to Grading
Work-based report with presentation and questioning
K5

Engineering standards and regulations, relevant to the occupation and technician's responsibilities. British Standards (BS). International Organisation for Standardisation standards (ISO). European Norm (EN).

Back to Grading
Work-based report with presentation and questioning
K6

Engineering mathematical techniques and scientific principles: calculations, conversions, graphical representation, rate of change, calculus, trigonometry, areas and volumes, mechanical and electrical principles, properties of materials.

Back to Grading
Work-based report with presentation and questioning
K7

Digitisation and emerging technologies within the engineering and manufacturing sector: connectivity, advanced analytics, automation, advanced manufacturing technology, additive manufacturing, improvements in robotics and human-machine interaction and Industry 4.0.

Back to Grading
Interview underpinned by a portfolio of evidence
K8

Problem solving techniques: diagnostics, root cause analysis.

Back to Grading
Interview underpinned by a portfolio of evidence
K9

Resource management requirements including equipment availability, costs, security and safety.

Back to Grading
Work-based report with presentation and questioning
K10

Planning, prioritising, work scheduling, workflow and time management techniques. Work management systems. Work categorisation systems.

Back to Grading
Work-based report with presentation and questioning
K11

Engineering and manufacturing technical outputs: methods of representing technical information supporting organisational requirements - electronic and paper.

Back to Grading
Work-based report with presentation and questioning
K12

Requirements of supporting stakeholders for progress and handover of products or processes including status reports.

Back to Grading
Work-based report with presentation and questioning
K13

Documentation and recording information requirements.

Back to Grading
Work-based report with presentation and questioning
K14

Standard operating procedures (SOP). What they are and why they are important. What they need to cover and why. Visuals and symbols used in SOP.

Back to Grading
Interview underpinned by a portfolio of evidence
K15

Manufacturers’ instructions: what they are, why use them and how to use them. Warranties: what they are and impact on engineering or manufacturing work.

Back to Grading
Interview underpinned by a portfolio of evidence
K16

Quality management standards. Quality assurance, quality control principles and practices. Record keeping.

Back to Grading
Interview underpinned by a portfolio of evidence
K17

Continuous improvement techniques: lean, 6-sigma, KAIZEN, 5S plus safety (Sort, set, shine, standardise and sustain).

Back to Grading
Interview underpinned by a portfolio of evidence
K18

Principles of team working.

Back to Grading
Interview underpinned by a portfolio of evidence
K19

Written communication techniques. Engineering terminology. Report writing.

Back to Grading
Work-based report with presentation and questioning
K20

Verbal communication techniques. Giving and receiving information. Matching style to audience.

Back to Grading
Interview underpinned by a portfolio of evidence
K21

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

Back to Grading
Interview underpinned by a portfolio of evidence
K22

The Equality Act: requirements and impact on organisation. Principles of equity, diversity, and inclusion in the workplace and their impact on organisations and customers.

Back to Grading
Interview underpinned by a portfolio of evidence
K23

Workplace training and development activities: continual professional development (CPD).

Back to Grading
Interview underpinned by a portfolio of evidence
Skill Assessment methods
S1

Follow health and safety regulations, standards, and guidance.

Back to Grading
Work-based report with presentation and questioning
S2

Follow procedures in line with environmental and sustainability regulations, standards, and guidance. For example, segregation of resources for reuse, recycling and disposal.

Back to Grading
Interview underpinned by a portfolio of evidence
S3

Comply with engineering standards and regulations. For example, British Standards (BS), International Organisation for Standardisation standards (ISO). European Norm (EN).

Back to Grading
Work-based report with presentation and questioning
S4

Analyse engineering and manufacturing data and information to support technical outputs. For example, read and interpret text, data, engineering drawings, work instructions, method statements, operation manuals.

Back to Grading
Work-based report with presentation and questioning
S5

Apply scientific, technical or engineering principles.

Back to Grading
Work-based report with presentation and questioning
S6

Apply problem solving techniques to solutions for identified technical problems.

Back to Grading
Interview underpinned by a portfolio of evidence
S7

Organise, plan and prioritise workflow and scheduling of work with stakeholders.

Back to Grading
Work-based report with presentation and questioning
S8

Identify, organise and use resources to complete tasks, considering cost, quality, safety, security and environmental impact.

Back to Grading
Work-based report with presentation and questioning
S9

Produce job specific technical outputs. For example, engineering drawings, quality control management, computer control programming, business improvement, adverse incident reports, technical investigations, equipment appraisals and specifications.

Back to Grading
Work-based report with presentation and questioning
S10

Provide support and guidance for handover of work to stakeholders. For example, checklists, product or process status, access to supporting documents.

Back to Grading
Work-based report with presentation and questioning
S11

Record information - paper based or electronic. For example, energy usage, equipment service records, test results, handover documents, checklists.

Back to Grading
Work-based report with presentation and questioning
S12

Follow standard operating procedures.

Back to Grading
Interview underpinned by a portfolio of evidence
S13

Follow manufacturer's instructions. For example, safe instructions for use of products, processes and machinery.

Back to Grading
Interview underpinned by a portfolio of evidence
S14

Apply quality assurance and control principles and practices. For example, conduct physical checks, take samples, inspections or tests.

Back to Grading
Interview underpinned by a portfolio of evidence
S15

Apply continuous improvement techniques.

Back to Grading
Interview underpinned by a portfolio of evidence
S16

Apply team working principles.

Back to Grading
Interview underpinned by a portfolio of evidence
S17

Communicate in writing with others for example, stakeholders, colleagues, and managers.

Back to Grading
Work-based report with presentation and questioning
S18

Communicate with others verbally for example, colleagues and stakeholders.

Back to Grading
Interview underpinned by a portfolio of evidence
S19

Use information and digital technology. Comply with GDPR and cyber security regulations and policies.

Back to Grading
Interview underpinned by a portfolio of evidence
S20

Carry out and record learning and development activities.

Back to Grading
Interview underpinned by a portfolio of evidence
S21

Apply equity, diversity and inclusion procedures.

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

Take personal responsibility for and promote health and safety.

Back to Grading
Work-based report with presentation and questioning
B2

Considers the environment and sustainability.

Back to Grading
Interview underpinned by a portfolio of evidence
B3

Support diversity and social inclusion in the workplace.

Back to Grading
Interview underpinned by a portfolio of evidence
B4

Respond and adapt to work demands and situations.

Back to Grading
Work-based report with presentation and questioning
B5

Collaborate within teams, across disciplines and stakeholders.

Back to Grading
Interview underpinned by a portfolio of evidence
B6

Seek learning and development opportunities, continual professional development (CPD).

Back to Grading
Interview underpinned by a portfolio of evidence

Mapping of KSBs to grade themes

Work-based report with presentation and questioning

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Health and safety
K2
S1
B1

Awareness of health and safety regulations, standards, and guidance and impact on role. Awareness of working in confined spaces. Control of Substances Hazardous to Health (COSHH). Display Screen Equipment (DSE). Electrical safety and compliance. Fire safety. Health and Safety at Work Act. Lone working. Manual handling. Noise regulation. Personal Protective Equipment (PPE). Provision and Use of Work Equipment Regulations (PUWER). Reporting of Injuries, Disease, and Dangerous Occurrences Regulations (RIDDOR). Risk assessments. Slips, trips, and falls. Working at height. (K2)

Follow health and safety regulations, standards, and guidance. (S1)

Take personal responsibility for and promote health and safety. (B1)

Engineering standards and regulations (BS, ISO, EN)
K5
S3

Engineering standards and regulations, relevant to the occupation and technician's responsibilities. British Standards (BS). International Organisation for Standardisation standards (ISO). European Norm (EN). (K5)

Comply with engineering standards and regulations. For example, British Standards (BS), International Organisation for Standardisation standards (ISO). European Norm (EN). (S3)

None

British standards technical drawings and representations
K4
S4

British standards for engineering representations, drawings, and graphical information. (K4)

Analyse engineering and manufacturing data and information to support technical outputs. For example, read and interpret text, data, engineering drawings, work instructions, method statements, operation manuals. (S4)

None

Mathematical techniques and engineering principles
K6
S5

Engineering mathematical techniques and scientific principles: calculations, conversions, graphical representation, rate of change, calculus, trigonometry, areas and volumes, mechanical and electrical principles, properties of materials. (K6)

Apply scientific, technical or engineering principles. (S5)

None

Technical support
K12
S10

Requirements of supporting stakeholders for progress and handover of products or processes including status reports. (K12)

Provide support and guidance for handover of work to stakeholders. For example, checklists, product or process status, access to supporting documents. (S10)

None

Planning and scheduling work
K10
S7
B4

Planning, prioritising, work scheduling, workflow and time management techniques. Work management systems. Work categorisation systems. (K10)

Organise, plan and prioritise workflow and scheduling of work with stakeholders. (S7)

Respond and adapt to work demands and situations. (B4)

Resource management
K9
S8

Resource management requirements including equipment availability, costs, security and safety. (K9)

Identify, organise and use resources to complete tasks, considering cost, quality, safety, security and environmental impact. (S8)

None

Technical documentation and outputs
K11
S9

Engineering and manufacturing technical outputs: methods of representing technical information supporting organisational requirements - electronic and paper. (K11)

Produce job specific technical outputs. For example, engineering drawings, quality control management, computer control programming, business improvement, adverse incident reports, technical investigations, equipment appraisals and specifications. (S9)

None

Recording information and written communications
K13 K19
S11 S17

Documentation and recording information requirements. (K13)

Written communication techniques. Engineering terminology. Report writing. (K19)

Record information - paper based or electronic. For example, energy usage, equipment service records, test results, handover documents, checklists. (S11)

Communicate in writing with others for example, stakeholders, colleagues, and managers. (S17)

None

Interview underpinned by a portfolio of evidence

KSBS GROUPED BY THEME Knowledge Skills Behaviour
The engineering and manufacturing industry, role and continual professional development
K1 K23
S20
B6

The engineering or manufacturing function and role. Limits of autonomy and reporting channels. Different teams and functions involved within the operation and interdependencies. (K1)

Workplace training and development activities: continual professional development (CPD). (K23)

Carry out and record learning and development activities. (S20)

Seek learning and development opportunities, continual professional development (CPD). (B6)

Digitisation and emerging technologies within the engineering and manufacturing sector
K7

Digitisation and emerging technologies within the engineering and manufacturing sector: connectivity, advanced analytics, automation, advanced manufacturing technology, additive manufacturing, improvements in robotics and human-machine interaction and Industry 4.0. (K7)

None

None

Continuous improvement techniques and problem solving
K8 K17
S6 S15

Problem solving techniques: diagnostics, root cause analysis. (K8)

Continuous improvement techniques: lean, 6-sigma, KAIZEN, 5S plus safety (Sort, set, shine, standardise and sustain). (K17)

Apply problem solving techniques to solutions for identified technical problems. (S6)

Apply continuous improvement techniques. (S15)

None

Environmental and sustainability
K3
S2
B2

Environmental and sustainability regulations and guidance. Environmental hazards that can arise from engineering or manufacturing operations. Environmental Protection Act. Environmental signage and notices. Types of pollution and control measures: noise, smells, spills, and waste. Environmental permits. Waste Electrical and Electronic Equipment Directive (WEEE). Energy consumption. The Climate Change Agreements. Carbon Reduction Commitment (CRC). (K3)

Follow procedures in line with environmental and sustainability regulations, standards, and guidance. For example, segregation of resources for reuse, recycling and disposal. (S2)

Considers the environment and sustainability. (B2)

Information technology and digital systems
K21
S19

Information technology and digital: digital interfaces, email, Management Information Systems (MIS), spreadsheets, presentation, word processing, virtual communication, learning platforms, work collaboration platforms. General Data Protection Regulation (GDPR), cyber security. (K21)

Use information and digital technology. Comply with GDPR and cyber security regulations and policies. (S19)

None

Standard operating procedures and manufacturer's instructions and warranties
K14 K15
S12 S13

Standard operating procedures (SOP). What they are and why they are important. What they need to cover and why. Visuals and symbols used in SOP. (K14)

Manufacturers’ instructions: what they are, why use them and how to use them. Warranties: what they are and impact on engineering or manufacturing work. (K15)

Follow standard operating procedures. (S12)

Follow manufacturer's instructions. For example, safe instructions for use of products, processes and machinery. (S13)

None

Quality assurance and processes
K16
S14

Quality management standards. Quality assurance, quality control principles and practices. Record keeping. (K16)

Apply quality assurance and control principles and practices. For example, conduct physical checks, take samples, inspections or tests. (S14)

None

Team working, equity, diversity and inclusion
K18 K22
S16 S21
B3 B5

Principles of team working. (K18)

The Equality Act: requirements and impact on organisation. Principles of equity, diversity, and inclusion in the workplace and their impact on organisations and customers. (K22)

Apply team working principles. (S16)

Apply equity, diversity and inclusion procedures. (S21)

Support diversity and social inclusion in the workplace. (B3)

Collaborate within teams, across disciplines and stakeholders. (B5)

Verbal communications
K20
S18

Verbal communication techniques. Giving and receiving information. Matching style to audience. (K20)

Communicate with others verbally for example, colleagues and stakeholders. (S18)

None

Employers involved in creating the standard: Apex Pumps, BAE Systems, City and Guilds, College of Sheffield, Collins Aerospace, CooperVision, EAL (EPAO), EasyJet, GTA England, IAE, J.C. Bamford Excavators Limited, JLR, McBraida, Mira showers, NFEC, Ontic, Scott Aerospace, Xtrac

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