This apprenticeship standard has been approved for delivery by the Institute for Apprenticeships and Technical Education. However, starts on the apprenticeship will only be possible once a suitable end-point assessment organisation (EPAO) has obtained Ofqual recognition. Once the EPAO has obtained Ofqual recognition, funding for apprentice starts will be permitted and this message will be removed.

Key information

  1. Status: Approved for delivery (paused for starts)
  2. Reference: ST1327
  3. Version: 1.1
  4. Level: 3
  5. Typical duration to gateway: 36 months
  6. Typical EPA period: 4 months
  7. Maximum funding: £16000
  8. Route: Engineering and manufacturing
  9. Integration: None
  10. Date updated: 01/07/2024
  11. Approved for delivery: 1 July 2024
  12. Lars code: 715
  13. EQA provider: Ofqual is the intended EQA provider
  14. Review: this apprenticeship will be reviewed in accordance with our change request policy.
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Details of the occupational standard

Occupation summary

This occupation is found in the supply chain industry. The cold chain is a series of uninterrupted refrigerated production methods, storage and distribution activities, along with associated equipment and logistics, which maintain quality via a desired temperature range. It is used to preserve, to extend and ensure the shelf life of products such as meat, fresh agricultural produce, seafood, frozen food, chemicals, and pharmaceutical products as well some unusual products such as antiques and artwork. The industry is crucial to the transportation and distribution of vaccines.

The broad purpose of the occupation is to install, service and repair transport refrigeration units (TRU) and associated equipment, found on vehicles such as HGV trucks, HGV trailers and home delivery vans. Technicians are highly skilled individuals, able to quickly diagnose faults and maintenance issues encountered with this complex and specialist equipment. The service provided must be of the highest level in order to protect and preserve the various loads the client is responsible for transporting. Professionalism and product knowledge are key skills the technician must possess in order to carry out the work effectively.

In their daily work, an employee in this occupation interacts with customers, their local service office, client security staff and other drivers. Technicians could be based in a depot or mobile, working from a van travelling to customer sites to carry out service and repairs. They can also be on-call, required to attend urgent breakdown calls to repair a client’s equipment so that they can complete their deliveries. A single loaded trailer can have hundreds of thousands of pounds worth of stock and repairs are often required to be carried out urgently to save the load. Because of the nature of the industry, these calls can come in 24 hours a day, 365 days a year.

An employee in this occupation will be responsible for their van, company equipment and stock that they carry. Maintaining stock is paramount and maintaining a complete stock of base level equipment ensures the required parts are instantly available.

Typical job titles include:

Mobile refrigeration engineer Mobile transport refrigeration technician

Occupation duties

Duty KSBs

Duty 1 Conduct dynamic risk assessments before and throughout each job.

K6 K18 K22 K23 K24 K27 K31

S12 S13 S15 S16

B3 B4

Duty 2 Install Transport Refrigeration Units (TRUs) to a range of vehicles including HGV trucks, trailers, and home delivery vans.

K1 K3 K6 K7 K8 K9 K10 K11 K12 K13 K15 K16 K17 K22 K23 K24 K25 K26 K28 K29 K30 K31

S1 S6 S7 S8 S10 S15 S17

B1 B2 B3 B4 B5 B6

Duty 3 Commission new TRUs to ensure the unit tests correctly and pulls the correct temperatures on diesel and electric vehicles.

K3 K8 K9 K10 K11 K12 K13 K15 K16 K17 K22 K23 K24 K25 K26 K28 K29 K30 K31

S2 S6 S7 S8 S10 S15 S17

B1 B2 B3 B4 B5 B6

Duty 4 Inspect or service TRUs both in the depot and at the client’s premises.

K2 K3 K4 K5 K7 K8 K9 K11 K12 K13 K15 K16 K17 K20 K22 K23 K24 K25 K26 K28 K29 K30 K31

S3 S4 S5 S6 S7 S8 S10 S11 S15 S17

B1 B2 B3 B4 B5 B6

Duty 5 Fault-find and repair TRUs.

K4 K5 K8 K9 K11 K13 K17 K22 K23 K24 K25 K26 K31

S6 S8 S17

B1 B2 B3 B4 B5 B6

Duty 6 Attend breakdown calls, performing quick diagnoses in order to carry out emergency repairs on TRUs.

K5 K8 K13 K17 K20 K22 K23 K24 K25 K26 K28 K29 K31

S6 S8 S10 S15 S17

B1 B2 B3 B4 B5 B6

Duty 7 Complete legal documentation for customers and employer.

K14 K18 K19

S16 S18

Duty 8 Liaise with customers: explain clearly the work being carried out, updating them on progress and providing estimates.

K20 K21 K32

S9 S14 S19

B7

Duty 9 Maintain a complete stock of base level equipment.

Duty 10 Conduct driver training with the customer to ensure the most efficient use of TRUs.

K21 K32

S14

B7

KSBs

Knowledge

K1: Principles of installation to Transport Refrigeration Units (TRUs) fitted to vehicles, including HGV trucks, trailers, and home delivery vans. Back to Duty

K2: Principles of inspecting and servicing to TRUs fitted to vehicles, including HGV trucks, trailers and home delivery vans. Back to Duty

K3: Principles of thermodynamics, gas laws, psychometrics, fluid flows and electrical fault-finding. Back to Duty

K4: Maintenance and operational practices on TRUs, including the principle working of an internal combustion engine, refrigeration systems, and all electrical operations. Back to Duty

K5: Maintenance strategies, practices, and techniques; to include planned, preventative, predictive and reactive methods, and their frequency. Back to Duty

K6: Retrofitting of a refrigeration system – and the principles and implications of using a different refrigerant gas than originally intended. Back to Duty

K7: The importance of installing and removing gauges, with a minimal loss of refrigerant. Back to Duty

K8: Tools and equipment used in TRUs. Purpose, operation, and the importance of using the correct type of tools. Back to Duty

K9: How to use manufacturer’s instructions, manuals, and calibration records. Back to Duty

K10: Installation practices and techniques when installing TRUs to a range of vehicles. Back to Duty

K11: Principles of decommissioning a TRU, including the safe disposal of equipment and hazardous waste. Back to Duty

K12: Operation of system components and how they interact on different TRUs. Back to Duty

K13: Diagrams, calculations, charts, and formulae, and how to apply them. Back to Duty

K14: Documentation methods and requirements – electronic and paper, for services completed. Back to Duty

K15: Heating load – amount of heat energy needed to be added to a space to maintain the temperature in an acceptable range. Back to Duty

K16: Cooling load – amount of heat energy needed to be removed from a space (cooling) to maintain the temperature in an acceptable range. Back to Duty

K17: Importance of testing the correct specified temperature for TRUs on vehicles. Back to Duty

K18: Fault finding techniques: root cause analysis related to TRU operations. Back to Duty

K19: Diagnostic software systems for TRUs. Back to Duty

K20: Engineering standards and regulations, relevant to the occupation and technician's responsibilities. British Standards (BS). International Organisation for Standardisation standards (ISO). European Norm (EN). Back to Duty

K21: GDPR and cyber security regulations and policies. Back to Duty

K22: The commercial significance of why repairs need to be accurately identified and recorded, including the importance of producing accurate quotations. Back to Duty

K23: Understand types of knowledge and guidance in the use of TRUs efficiency for customers and stakeholders. Back to Duty

K24: Awareness of health and safety regulations, for example Health and Safety at Work Act – responsibilities, near miss reporting, emergency evacuation procedures, risk assessments, safety equipment (guards, signage, and fire extinguishers) and electrical safety and compliance, in both alternating current (AC) and direct current (DC). Back to Duty

K25: HSE Working at Height Regulations, HSE Confined Spaces Regulations, Lifting Operations and Lifting Equipment Regulations (LOLER). Back to Duty

K26: Environmental and sustainability regulations and guidance. Environmental hazards that can arise from TRU operations. Environmental management systems standard. Environmental Protection Act. Environmental signage and notices. Types of pollution and control measures: noise, smells, spills, and waste. Environmental permits. Waste Electrical and Electronic Equipment Directive (WEEE). Hazardous waste regulations. Energy consumption and usage profiling. Data logging to optimise energy performance. The climate change agreements. Carbon reduction commitment (CRC). Back to Duty

K27: Risk identification, including mitigation measures. Back to Duty

K28: TRU legislative and regulatory frameworks, for example F-gas Regulation. Back to Duty

K29: Current and emerging power generation technology for TRUs (for example hydrogen energy) and the green environmental benefits. Back to Duty

K30: Efficient use of resources. Recycling, reuse, and safe disposal of waste, when working with pressure systems, electrical circuits, and flammable substances. Back to Duty

K31: Work organisation and time management techniques. Back to Duty

K32: Principles of equity, diversity and inclusion in the workplace, and their impact on organisations and customers. Back to Duty

Skills

S1: Install TRUs to a vehicle, which can include, piping a unit, fitting fuel lines and fitting accessories (data recorders, solar panels), depending on the unit type. Back to Duty

S2: Ensures the unit tests correctly and pulls the correct temperature, according to the requirements of the commissioning document. Back to Duty

S3: Apply maintenance practices and techniques, including, clean, lubricate, and replace parts. Back to Duty

S4: Inspect and service TRUs, which can include refrigeration checks, engine checks, oil, fuel and air filter replacements and electrical checks. Back to Duty

S5: Fault find, diagnose faults, and repair TRUs - performing quick diagnosis on electrical and electronic control systems. Back to Duty

S6: Install and remove gauges. Back to Duty

S7: Determine heating and cooling loads to select and balance refrigeration system components. Back to Duty

S8: Select and use the correct type of tool(s) and equipment to ensure components are not damaged. Back to Duty

S9: Provide accurate quotations. Back to Duty

S10: Plan, set up and restore the work area. Back to Duty

S11: Apply industry standards and regulations in the decommission of TRUs, to safely dispose of equipment and hazardous waste transfers. Back to Duty

S12: Identify hazards and risks in the workplace and apply control measures. Back to Duty

S13: Apply health and safety procedures and safe systems of work in compliance with regulations and standards, including HSE regulations when working at height. Back to Duty

S14: Communicate with others verbally, for example, internal or external customers, colleagues, and managers. Back to Duty

S15: Organise and prioritise own work. Back to Duty

S16: Record or enter information – paper based or electronic. For example, job sheets, risk assessments, work sheets, waste environmental records, any legal reporting requirements, and providing accurate questions. Back to Duty

S17: Apply environmental and sustainability procedures in compliance with regulations and standards for example, segregate resources for reuse, recycling, and disposal. Back to Duty

S18: Complies with GDPR and cyber security regulations and policies. Back to Duty

S19: Follow and apply equity, diversity, and inclusion rules and procedures. Back to Duty

Behaviours

B1: Respond and adapt to work demands and situations. Back to Duty

B2: Take responsibility for the quality of work and enable others to work to high standards. Back to Duty

B3: Apply a professional approach. Back to Duty

B4: Prioritise health and safety. Back to Duty

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

B6: Consider the impact on the environment when using resources and carrying out work. Back to Duty

B7: Support an inclusive workplace, for example being respectful of different views. Back to Duty

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

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Employers involved in creating the standard: Marshall Fleet Solutions Petit Forestier Nagal – Langdon Morrisons Turners of Soham Michael Ward Refrigeration PSR Coolmax Refrigeration TIP Tesco

Version log

Version Change detail Earliest start date Latest start date
1.1 End -point assessment plan revised 01/07/2024 Not set
1.0 Approved for delivery 26/06/2023 30/06/2024

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