CfRS Electrification and Plant - City and Guilds · PDF fileElectrification and Plant ......

Centre for Rail Skills

National Occupational Standards

for the

Maintenance, Installation and Renewal of

Electrification and Plant Assets

November 2003

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Introduction

This document sets out the revised Council for Rail Skills (CfRS) ,formerly known as the Rail Industry Training Council (CFRS) National Occupational Standards for Engineering as they relate to the Maintenance, Installation and Renewal of Electrification and Plant Assets. These Standards bring together the three sets of Standards that were being developed separately for Contact Systems, Power Supply Equipment, and Fixed Plant.

The work stream members have taken, as the basis of their work, the Engineering Competence Standards (ECS) that have been issued by the Occupational Standards Council for Engineering (OSCEng). This is in common with the rest of the engineering work streams within the rail industry and the engineering sector in general.

It is agreed that the three work streams that make up the function of Electrification and Plant (as mentioned above) are concerned with:

1. Contact Systems relates to all fixed components, that enable electrical power to be delivered to trains, outside of the sub-station. Also it refers to conductor rails and overhead lines.

2. Power Supply Equipment relates to all fixed components for the distribution and generation of electrical power for use on the railway. Furthermore the following specific areas of power supply were identified:

Traction supplyTo include – traction sub-stations; earthing systems/traction returns; switchgear; transformers; protection equipment; rectifiers; batteries and chargers; regulators; boosters; motorised switches; cables networks (HV); remote control equipment; sealing ends.

Signal supplyTo include – signal supply points (SSP); cable networks (LV); UPS; diesel generators; earthing systems.

Other supplyTo include – switchgear; transformers; protection equipment; batteries and chargers; regulators; cable networks (HV and LV); remote control equipment; UPS; diesel generators; earthing systems; phase converters.

Electrical control roomTo include – remote control equipment; UPS.

Vehicle health and remote condition monitoring devices.

3. Fixed Plant in this context relates to depot and line side fixed plant such as:

Points heating; lighting of crossings, walking routes, depots and yards; generators (incl. UPS); pumps; electrical switchgear; wheel lathes; overhead cranes; compressors (incl. air operated points); washing plants; driver operated mirrors.

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Explanatory Notes on the Structure and Content of the Standards

Each standard (element or single element unit) begins with a brief summary (immediately following the title). This is a short statement that is designed to give the reader a clear idea of what the standard is about. The summary is not part of the standard but it should assist Assessors and Candidates to decide if the unit is appropriate for the functions that need to be assessed.

The “performance statements ” list the activities or functions that a competent employee (the Candidate) must be able to do. All of the performance statements must be completed satisfactorily before competence can be confirmed for that standard.

The detail contained in the “scope of the standard” that appears after the Performance Statements is meant to define the breadth of application of the statement/s. It seeks to provide information about the type of activities that should (or must, in some cases) be performed by the Candidate so that enough valid evidence is provided to confirm competence. Also the scope will provide guidance, where appropriate, about the level of responsible and/or authority of the Candidate.

The scope should also guide the Candidate and his/her Assessor in terms of identifying examples of jobs/tasks that will provide opportunities for the generation of valid evidence.

Further guidance about how much of the scope must be achieved, and how it should be assessed, is contained in the “evidence requirements” that accompany each standard.

The “knowledge statements” within each standard set out the level of understanding that a Candidate must have if they are to perform their work safely and acceptably.

References to any Act or Regulation do not mean that the Candidate is expected to have a detailed knowledge of their contents. Rather they are expected to have an adequate understanding about how those Acts and Regulations impact upon their work role AND any specific responsibilities that they have under their terms of employment.

The Knowledge statements are linked to the performance statements. In many cases it can be safely inferred that the performance evidence produced by the Candidate meets the Knowledge Requirements. In other cases questioning will be needed to ensure that theKnowledge statements are met.

Glossary of terms

In order to avoid misunderstandings, and to help provide a common basis for assessment, the following words and terms shall be deemed to have the meanings shown for the purposes of these Standards. It is not the purpose of this glossary to define technical engineering terms. Rather the glossary is concerned with helping to clarify words or terms that are associated with the writing of Standards and the principles of assessment, and evidence gathering. This glossary should be read in conjunction with the earlier “Explanatory Notes”.

Words such as “appropriate”, “relevant” and “suitable” shall be taken as meaning the right thing to do or to use. Where there are approved methods set down, or specified people to be contacted, or particular equipment to be used, then these words must be interpreted as meaning compliance with those requirements.

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Abbreviations

The following abbreviations are used in one or more of the Standards. Their full meanings are generally understood within the industry but to avoid any misunderstanding they can be taken as meaning:

E&P – Electrification and PlantCOSHH – Control of Substances Hazardous to Health PPE – Personal Protective EquipmentIT – Information TechnologyOLE – Overhead Line EquipmentSCADA – Supervisory Control and Data AcquisitionRIDDOR – Reporting of Injuries, Diseases and Dangerous Occurrences RegulationsN/SVQ – National and Scottish Vocational QualificationsHR – Human ResourcesSSP- Signal Supply PointsLV – Low VoltageHV - High VoltageUPS – Underground Power Supply

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The Framework of Standards

These are ECS units, suitably contextualised, that are applicable to the maintenance, installation and renewal of electrification and plant assets, with modified titles, where appropriate, to reflect the scope of activities.

Planning for work E1 Read and extract information from standards, specifications and engineering

drawings (ECS 1.13)E2 Plan engineering activities (ECS 1.19)E3 Plan requirements for safe access for work on or near electrification and plant assets

(ECS 1.21)

Setting up a safe system for workE4 Supervise the use of allocated resources to achieve requirements (ECS 1.26)E5 Implement safe access systems for work on or near electrification and plant assets

(ECS 1.22)E6 Accept and confirm responsibility for work equipment or electrification and

plant assets (ECS 7.02)

Preparing for workE7 Prepare work sites and materials for electrification and plant activities (ECS 2.10)E8 Prepare equipment for electrification and plant activities (ECS 2.13)E9 Prepare work sites and loads for moving operations (ECS 2.14)E10 Set up and secure access structures (ECS 4.03)E11 Position and secure temporary support structures (ECS 4.05)

Carrying out work using tools and machinesE12 Shape components by material removal using hand tools (ECS 3.03)E13 Shape components by material removal using machine tools (ECS 3.04)E14 Carry out manually applied pressure shaping operations on materials

(/ECS 3.16)E15 Carry out machine controlled pressure shaping operations on materials (/ECS 3.06)E16 Carry out manual casting operations (ECS 3.07)E17 Use manually controlled thermal processes to join materials ECS 3.09)E18 Use adhesives to join materials (ECS 3.11)E19 Carry out moulding and laying-up of materials (ECS 3.05)E20 Assemble components to meet requirements (ECS 3.12)E21 Apply surface finishing treatments (ECS 3.14)E22 Operate items of work equipment and electrification and plant assets that are

computer controlled (ECS 3.01) (for Power Supply Equipment and Fixed Plant only)

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Installation and renewalE23 Move loads (ECS 4.08)E24 Install electrification and plant assets ECS 4.02)E25 Configure electrification and plant assets for operational use (ECS 4.01)

Inspection and testingE26 Inspect work equipment and electrification and plant assets (ECS 6.06)E27 Carry out testing of work equipment and electrification and plant assets (CS 6.02)E28 Analyse test results to determine the performance and condition of electrification and

plant assets (ECS 6.05)E29 Diagnose faults in work equipment and electrification and plant assets (ECS 6.08)

Maintenance and repairE30 Carry out planned preventative maintenance procedures (ECS 5.01)E31 Adjust electrification and plant assets to meet operating requirements (ECS 5.02)E32 Remove components from electrification and plant assemblies or sub-assemblies

(ECS 5.03) E33 Replace electrification and plant assembly or sub-assembly components (ECS 5.04)E34 Determine the feasibility of an electrification and plant component repair (ECS 5.05)E35 Restore electrification and plant components to operational condition by repair (ECS

5.06)

ReinstatingE36 Dismantle and remove access structures (ECS 4.04)E37 Dismantle temporary electrification and plant arrangements and equipment (ECS

4.06)E38 Dismantle electrification and plant arrangements and equipment (ECS 4.07)E39 Reinstate the work area after electrification and plant activities (ECS 2.15)E40 Hand over responsibility for work equipment or electrification or plant assets to

others (ECS 7.03)

Engineering support and personal developmentE41 Minimise risks to life, property and the environment (ECS 7.05)E42 Deal with risks arising from contingencies (ECS 7.06)E43 Contribute to technical leadership on electrification and plant activities (ECS 7.07)E44 Contribute to the organisation of work activities (ECS 7.08)E45 Develop yourself in the work role (ECS 8.01)E46 Contribute to effective working relationships (ECS 8.02)

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The Standards

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E1 Read and extract information from standards, specifications and engineering drawings (CfRS/ECS 1.13)

Summary

This covers the locating and understanding of information contained within standards, specifications and drawings. These could be of an electrical, mechanical, or electronic nature. This work could occur during the planning phase, when supervisory staff will need to access this information. It could also occur when a technical operative is carrying out activities and needs to refer to drawings and specifications.

Performance Statements

You must:

a Use the approved source to obtain the required drawings and specificationsb Correctly interpret the drawings and specificationsc Identify, extract and interpret the required informationd Use the information obtained to ensure that work output meets the specificatione Deal promptly and effectively with any problems within your control and report those

which cannot be solvedf Report any inaccuracies or discrepancies in drawings and specifications

Scope of the Standard

1 The level and extent of responsibility will include making full use of the information obtained and seeking advice from other relevant people if necessary. You will be responsible for the quality of your work.

2 The type of drawings and specifications will be those that are required for work on electrification and plant. This could include:Contact Systems• Overhead line equipment:• Conductor railsPower Supply EquipmentFixed Plant

3 The information to be extracted from the drawings and specifications could relate to aspects of your work that are relevant to your responsibilities and could be drawn from one of the three following work streams:

i Contact Systems

Overhead line equipment:• Height and stagger data• Types and location of fittings• Tension details• Structural data

Conductor rails:• Spatial data• Length and position of contact rail(s)• Types and location of fittings/equipment

ii Power Supply Equipment• Clearances• Tolerances• Limits• Component specifications• Quantities and dimensions

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For Fixed Plant• Location of equipment or components• Cable sizes• Fuses and protection details• Interconnection relationships• Safe working limits• Manufacturing and maintenance tolerances

The information must include that required for dealing with contingencies and diagnostics needs.

Knowledge statements

You must have knowledge and understanding of:

i Information and documentation systems used by the company that must include:• Manufacturer’s information• Installers’ updated plans and specifications• Client’s information• Information specified in the contract documentation• Drawing numbering systems• Document control systems• Filing/library proceduresThe systems may be on-site or centrally based. The information required can be held on computer or in manual records.

ii Conventions, symbols and abbreviations used by:• The company• The supplier• The manufacturer• The client• International/European/British StandardsDue consideration must be given to the age of the document and changes in the conventions used.

iii Sources of information and how to access them specifically including:• Line Manager• Centrally held• Other infrastructure disciplines• ManufacturersAlso alternative sources of information in the event that the initial information is incomplete or contradictory.

iv How to identify and select the required data and specifically for:• Dimensions• Components, specification/types

v Reporting lines and procedures as specified by the company and must include those required for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems and disputes

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E2 Plan engineering activities (CfRS/ECS 1.19)

Summary

This normally covers that aspect of planning work undertaken by a supervisor before maintenance, installation or renewal work commences. It includes manpower planning, ensuring that sufficient resources and equipment are available and that work is planned to be completed on time. Planning needs to interface with other rail disciplines, for example with regard to track access and confined spaces. In some cases planning will need to be undertaken in reaction to abnormal or emergency situations.

Performance statements

You must:

a Collect the information needed to prepare the plan b Identify health and safety issues and safe working practices and procedures that must

be followedc Identify the operations to be carried out and determine their sequenced Establish which methods are required and what resources are to be usede Identify any special requirements and incorporate them in the planf Estimate timescales requiredg Prepare and record the planh Inform the appropriate people when the plan is completedi Deal effectively with problems within your control and report those that cannot be

solved

Scope of the standard

1 The type of engineering activities will be aspects of the maintenance, installation or renewal of electrification or plant. This could be for contact systems (OLE and/or conductor rail equipment), power supplies equipment or for fixed plant. The work could include:• Routine maintenance and testing (intrusive and non-intrusive) • Out of course situation/reactive maintenance• Rapid response• Access arrangements

2 The type and range of plans to be produced will take account of the activities to be undertaken and the limitations of the work environment. They could be concerned with:• Method statements• Cost estimations• Contingency plans• Bar charts/norm times• Critical activity milestones• Lines open/blocked to traffic• Electrified lines working instructions• Lead times• Site facilities (e.g. accommodation, toilets)

The plans must take account of conflicting requirements.

3 The types of resources to be used could include:• People (including skill requirements)• Tools and equipment• Time• Workshop facilities• Specifications • Recording documentation• Communication systems• Transportation

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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• The Health and Safety at Work Act• Safety Critical Work Regulations• Electricity at Work Regulations• COSHH Regulations• Transport and Works Act (Alcohol and drugs) • Track access restrictions• Current rule book• Electrified lines working instructions• Provision and Use of Work Equipment Regulations • Manual handling regulations• Fire regulations

Plus any other local rules and regulations that apply to that workplace.

ii Planning methods and techniques that must include:• Computer based programmes• Diagrammatical plans• Resource estimating• Use of checklists• Maintenance specifications

iii Information and document systems needed for planning and particularly:• Work plans• Written company procedure• Method statements• Local policy statements• Safety briefing procedures• Skill data bases

This will include knowing how to access the information and whom to approach for clarification.

iv Planning procedures and guidelines as laid down by the company.

v Presentation of information requirements as laid down by the company.

vi Reporting lines and procedures that are specified by the company including those for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems

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E3 Plan requirements for safe access for work on or near electrification and plant assets (CfRS/ECS 1.21)

Summary

This covers planning work by supervisors to ensure that technical operatives and others can work safely on or near electrification and plant assets.


You must:

a Work safely in accordance with the regulations for your work environmentb Make an accurate assessment of the safety requirements for the intended accessc Make sure that the safety requirements meet current legal and organisational obligationsd Advise other people as required of the safety requirements


1 The engineering activity will be aspects of the maintenance, installation or renewal of electrification or plant components. It could include:• Access to the work site• Lines open / closed to operational traffic• Road vehicles on level crossing or on open tram systems• Maintenance or renewal activities• Bi-directional working• Activities during the day and at night• In tunnels• Allowing for changing weather conditions• Moving worksite

2 The level and extent of responsibility will include making full use of the information obtained and seeking advice from other relevant people if necessary. You will be responsible for the quality of your work.

3 The conditions covering access to work locations will be those associated with working on or near E&P assets. They could include:• Working in confined spaces• Allowing for train movements• Danger of electrocutionPlus any other local regulations applying to that workplace.

4 The methods of communicating requirements will be specified by the company. They will be formal and mandatory.

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ii Safety assessment methods and techniques including:• Risk assessment to the track and surrounding area• For testing the appropriateness of the methods selected

iii Specify procedures and guidelines that are set by the company

iv Information and document systems needed for planning and particularly:• Work plans• Written company procedure• Method statements• Local policy statements• Safety briefing procedures• Skill data bases

This will include knowing how to access the information and whom to approach for clarification.

v Reporting lines and procedures that are specified by the company including those for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems

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E4 Supervise the use of allocated resources to achieve requirements (CfRS /ECS 1.26)

Summary

This covers the effective use of planned and available resources by the site supervisor. It includes dealing with variances to ensure that requirements are achieved. It also deals with the supervisor’s role in ensuring that technical operatives look after their tools, equipment and materials.


You must:

a Work safely in accordance with the regulations for your work environmentb Make sure that sufficient resources are availablec Take prompt and effective action to deal with actual and predicted changes to the

planned use of resourcesd Make sure that those using resources are aware of their responsibilities for the care

and use of the resources


1 The level and extent of responsibility includes both your own safety and that of work colleagues. You will be expected to work within approved procedures and specifications and will be responsible for the quality of your work.

2 The complexity of the activities will normally be determined by their technical nature. Weather constraints and contingencies may affect the degree of difficulty. They could include:• Technical requirements arising from inspection, maintenance and renewal work• Restoration of the system • Environmental considerations• Use of plant and equipment• Working with other functions on a multi-function site

3 The types of resources to be used could include:• People • Plant • Equipment• Materials• Time• Storage• Road vehicles• Method statements

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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• Safety Critical Work Regulations• The Health and Safety at Work Act • Track access restrictions• Current rule book• Electrified lines working instructions• Lifting Equipment Regulations• Provision and Use of Work Equipment Regulations

ii Resource planning methods and techniques including those that are:• Computerised• Diagrammatic• Involving the use of estimating tools

iii The information and document systems as required by the company including:• Quality manual requirements• Method statements• Use of relevant proformas/templates

iv Changes arising to the planned use of resources especially:• Their implications• The procedures to follow

v The communication methods and techniques required by the company involving clear and unambiguous language including:• Written methods• Oral methods• Meetings

vi Reporting lines and procedures as specified by the company and must include those required for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems and disputes

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E5 Implement safe access systems for work on or near electrification and plant assets (CfRS /ECS 1.22)

Summary

This covers implementing safe access systems for work on or near electrification and plant assets. It may require interface with, for example, track access provision, and work in confined spaces. It will often include the isolation and securing of electrical or mechanical circuits or systems as well as the issuing of permits to work for technical operatives and others.


You must:

a Work safely in accordance with the Regulations for your work environmentb Set access controls to meet agreed and approved system proceduresc Make sure that system records are accurate, up-to-date and complete and are stored

correctlyd Communicate system requirements and the responsibilities of individuals to the

appropriate peoplee Review system operations regularly and forward suggestions for improvements to the

appropriate people


1 The type and complexity of the environment will be that associated with working on or near E&P assets.

2 The type and complexity of the engineering activity will determine the level of risk to personnel and the safe system adopted will ensure these risks are managed.


4 The methods of communicating will be in accordance with company standards and the complexity of the task and must include:• Written communication• Verbal communication, including the use of the phonetic alphabet

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i Health and safety legislation, regulations and safe working practices and procedures which must include the relevant aspects of:• The Health and Safety at Work Act• Safety Critical Work Regulations• Electricity at Work Regulations• Provision and Use of Work Equipment Regulations• Lifting Equipment Regulations• Control of Substances Hazardous to Health• Manual Handling Regulations• Asbestos Regulations• Mercury Regulations• Client’s Rule Book• Company Quality and Safety Manual• Transport and Works Act• Access to the infrastructure• Electrified lines working instructions• Fire regulations

ii Safety assessment methods and techniques must include:• Method statements• Work instructions• Risk assessments

iii The specifying procedures and guidelines issued by the Company/Client and must include:• Hazard directory• Method statements• Risk assessments• Safety manual

iv The presentation of information requirements required by the Company/ Client will include:• Method statements• Templates• Proformas

v The organisational information systems and procedures as required by the Company/Client and must include:• Reporting to line manager• Use of approved reporting method• Appropriate signing off

vi Reporting to lines and procedures specified by the Company/Client and must include:• Reporting to line manager• Communicating with the client• Dealing with problems and dispute• Using the reporting line appropriate to the priority of the report

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E6 Accept and confirm responsibility for work equipment or electrification and plant assets (CfRS /ECS 7.02)

Summary

This covers receiving and accepting responsibility for an electrification and plant asset or item of work equipment, checking that it is an acceptable condition for the purpose of installation, maintenance or renewal.


You must:

a Work safely at all times, complying with health and safety and other relevant regulations and guidelines

b Check and confirm that the condition of the engineering products or assets is in an acceptable handover condition

c Make sure that the information received at handover is accurate, up-to-date and complete

d Seek additional information if there are any areas of doubt or lack of claritye Provide proper support and co-ordination to those transferring controlf Confirm and record acceptance of responsibility and control in line with agreed

procedures


1 The level and extent of responsibility includes both your own safety and that of work colleagues. You will obtain and interpret the necessary information using approved sources only. You will be expected to work within approved procedures.

2 The type of assets handed over could be:• Contact Systems

- OLE- Conductor rails

• Power Supply Equipment• Fixed Plant

The components could be • Structural• Mechanical• Electrical

3 The hand over procedures are a formal process. It involves the use of written documentation that must be signed before any asset is accepted. The environment will be within an E&P infrastructure.

4 The parties to receive hand-over from will include:• Own company• Manufacturer• Supplier• Client

5 The complexity of hand-overs will be determined by the complexity of the asset involved. The more complex the item, the greater amount of information and checking will be required.

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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• The Health and Safety at Work Act• Building Regulations • Safety Critical Work Regulations• Track access restrictions• Current rule book• Electrified lines working instructions • Manual handling regulations• Sectional appendix• Hazard directory• COSHH Regulations• The Gas Safety (Installation and Use) Regulations• Environmental regulations• Client’s standards• Regulations governing work on water systems and air conditioning systems

ii Handover procedures for assets that are specified by the company.

iii Record and documentation systems and procedures that are specified by the company.

iv Working relationships that are expected by the company in terms of dealing with colleagues and representatives of other organisations.

v Reporting lines and procedures that are specified by the company and must include those required for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems

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E7 Prepare work sites and materials for electrification and plant activities (CfRS /ECS 2.10)

Summary

This covers preparatory activities before installation, maintenance or renewal work commences on electrification and plant assets. It includes ensuring that the site is prepared in order that the work can be carried out properly and that relevant materials are available on site. Some aspect of supervision will be involved, as well as work by technical operatives.


You must:

a Work at all times within health and safety and other relevant regulations and guidelines b Ensure that the work environment is suitable for the work activities to be undertakenc Prepare the work area for the storage of materials and finished productsd Ensure that all necessary service supplies are connected and ready for usee Obtain all the required materials and ensure that they are suitably prepared for the

activities to be carried outf Make sure that required safety arrangements are in place to protect other workers from

activities likely to disrupt normal workingg Inform the appropriate people when preparations are completedh Deal promptly with problems within your control and report those that cannot be solved


1 The level and extent of responsibility includes both your own safety and that of work colleagues. Where necessary authorisation must be obtained before work is carried out. You will be expected to work within approved procedures and specifications and will be responsible for the quality of your work.

2 The type of work area to be prepared will normally be within an E&P environment. The complexity of the preparations could be determined by the nature of the work area and the job, and the timescale. It could include work:• In confined areas • In areas of special risk• In depots• On the line• At height

3 The type of work area preparations will be related to the services required. They could include:• Water• Gas• Electrical power• Toilets and hygiene facilities• Storage• Accommodation

The preparations must take account of all relevant environmental considerations.The materials to be prepared will include consumables and other items needed for work on electrification and plant.

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4 The type of work area protection and safety requirements will include:• Possession and protection requirements• Site security• Safe systems of work• Electrical isolation• Existing services to be protected



i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• The Health and Safety at Work Act• Safety Critical Work Regulations• Electricity at Work Regulations• COSHH Regulations• Transport and Works Act (Alcohol and drugs) • Track access restrictions• Current rule book• Electrified lines working instructions• Provision and Use of Work Equipment Regulations • Manual handling regulations

ii Work area preparation requirements and methods in line with the company rule book and the local policies.

iii Identification of materials that are defined for use by the company and recognition of defects that could affect the performance of the contact systems if not dealt with.

iv Material handling and preparation methods and techniques that are approved by the company and the manufacturer.

v Tool and equipment care and control procedures that are approved by the company and the manufacturer.


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E8 Prepare equipment for electrification and plant activities (CfRS /ECS 2.13)

Summary

This covers preparatory activities, many of which may be undertaken off-site, to ensure that the equipment to be used on electrification and plant activities is checked, tested, calibrated and certificated as necessary and is safe for use.


You must:


b Obtain all the required equipment and ensure that it is in safe and usable conditionc Carry out the necessary preparations to equipment in line with work requirementsd Make sure that required safety arrangements are in place to protect other workers from

activities likely to disrupt normal workinge Report completion of preparations in line with organisational proceduresf Deal promptly and effectively with problems within your control and report those that

cannot be solved



2 The equipment safety checks that are specified by the company for the equipment that is needed for the work to be carried out. This includes checking where there is a risk of electrocution. The checks could include:• Statutory test for lifting equipment• Calibration checks of critical measuring equipment• Safety harness checks• Road/rail plant checks• Functional tests• Identification of damage

3 The assets that are to be worked on could include:• Contact Systems



4 The type of equipment preparation will be specified by the company and the manufacturer and will take into account the railway environment. This could include preparing:• On-track plant• Welding equipment• Machine tools• Hand tools• Measuring instruments and gauges• PPE• Lifting devices• Access equipment• IT equipment

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ii Equipment preparation methods and procedures that are approved by the company and the manufacturer and that take into account the railway environment.

iii Types of equipment that are issued by the company for the maintenance and renewal of electrification and plant assets.

iv Equipment care and control procedures that are specified by the company and the manufacturer.

v Reporting lines and procedures that are specified by the company including those for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems

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E9 Prepare work sites and loads for moving operations (CfRS /ECS 2.14)

Summary

This covers activities undertaken by a technical operative before equipment and materials are moved or lifted to ensure that the operation will be carried out safely and correctly. It includes ensuring that the route over which the load is to be moved or lifted is clear and suitable, as well as preparing the actual load so that it can be moved or lifted safely.


You must:


b Establish the weight of the load to be movedc Determine the method and select suitable equipment to move the loadd Check that the equipment to be used is capable of moving the load safelye Determine a suitable route for moving the load minimising risk to people and propertyf Ensure that the load is secured and protected before moving operations startg Deal promptly and effectively with problems within your control and report those that

cannot be solved


1 The level and extent of responsibility includes both your own safety and that of work colleagues. Where necessary, authorisation must be obtained before work is carried out. You will be expected to work within approved procedures and specifications and will be responsible for the quality of your work.

2 The moving methods and techniques to be used will be manual and mechanical and will include different types of lift. Proper consideration must be given to the nature of the load, the route over which it is to be moved, and its final destination.

3 The type of lifting, moving and handling equipment to be used could include:• Road vehicles• Rollers• Levers• Loose lifting tackle• Jacks• Slings• Trolleys• Road or rail vehicle mounted cranes

4 The characteristics of load to be moved will include:• Weight distribution• Shape• Vulnerability to damage

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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• Safety Critical Work Regulations• The Health and Safety at Work Act • Track access restrictions• Current rule book• Electrified lines working instructions• Manual handling regulations• Lifting Equipment Regulations• Provision and Use of Work Equipment Regulations

ii Lifting, moving and handling equipment, methods and techniques as instructed by the company including approved hand signals and dealing with obstructions.

iii Establishing the weight of loads through procedures issued by the company.

iv Slinging and lifting methods and techniques that are approved by the company including approved hand signals and dealing with obstructions.

v Lifting equipment care and control procedures as instructed by the company.

vi Reporting lines and procedures as specified by the company and must include those required for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems

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E10 Set up and secure access structures (CfRS /ECS 4.03)

Summary

This covers work undertaken by technical operatives to set up temporary structures such as tower scaffolding, ladders and platforms to enable safe access to electrification and plant assets for installation, maintenance and renewal activities.


You must:


b Identify the most appropriate location for the access structure and prepare the site for the installation

c Select the most appropriate access structures to ensure that safety regulations will be met

d Set up and install the access structure components in the correct sequencee Check that the erected structures are safe, secure, stable and ready for use f Deal promptly and effectively with problems within your control and report those that

cannot be solvedg Inform the appropriate people when the installation is completed and ready for use



2 The work context and working environment will be within an E&P infrastructure.

3 The type of access structures to be installed could include:• Build up scaffolding• Step ladders• Ladders• Mobile access platforms

4 The installation techniques and procedures to be followed will be specified by the manufacturers and will take account of local safety instructions. It must take account of bonding requirements when working under overhead power lines.

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ii Types and application of access structures that are approved for use in the railway environment and are suitable for working on electrification and plant.

iii Access structure assembly methods and techniques that are specified by the manufacturer and the company. They must take account of local safety instructions. The consequences of incorrect assembly must be understood.

iv Installation equipment methods and techniques that are specified by the company and the manufacturer and that take account of local safety instructions.

v Equipment care and control procedures as specified by the company and the manufacturer.


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E11 Position and secure temporary support structures (CfRS/ECS 4.05)

Summary

This covers work undertaken by technical operatives to position and secure temporary support structures such as framework masts or shuttering to enable installation, maintenance and renewal activities to take place on electrification and plant assets.


You must:

a Work safely at all times, complying with health and safety and other relevantregulations and guidelines

b Determine what has to be done and how this will be achievedc Select the appropriate construction elements and check that they are in a usable

conditiond Position and secure the construction elements in line with the specificatione Securely fix any necessary temporary support facilitiesf Take appropriate measures to protect the finished constructiong Deal promptly and effectively with problems within your control and report those that

cannot be solved


1 The level and extent of responsibility includes both your own safety and that of work colleagues. Where necessary authorisation must be obtained before work is carried out. You will be expected to work within approved procedures and specifications andwill be responsible for the quality of your work.

2 The construction elements to be installed will be connected with the work on electrification and plant assets. This will include:• Structures, steelwork and support• Bonding where appropriate

3 The work context and working environment will be within an E&P infrastructure. The construction elements will be required to facilitate work on/or the operation of electrification and plant equipment.

4 The installation techniques and procedures to be followed will be those that are approved by the company for the work to be done. This will include the use of appropriate tools, equipment and materials.

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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• The Health and Safety at Work Act• Safety Critical Work Regulations• Electricity at Work Regulations• COSHH Regulations• Transport and Works Act (Alcohol and drugs) • Track access restrictions• Current rule book• Electrified lines working instructions• Provision and Use of Work Equipment Regulations • Manual handling regulations• Lifting Equipment Regulations

ii Types and application of temporary structures that are approved for use in the railway environment and are suitable for working on electrification and plant assets.

iii Temporary structure assembly methods and techniques that are specified by the manufacturer and the company. They must take account of local safety instructions. The consequences of incorrect assembly must be understood.

iv Methods of providing temporary support during installation that are specified by the company and the manufacturer and that take account of local safety instructions.

v Tool and equipment care and control procedures as specified by the company and the manufacturer.


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E12 Shape components by material removal using hand tools (CfRS/ECS 3.03)

Summary

This covers the varied activities undertaken by technical operatives that involve changing the shape of materials, components, assemblies etc. by a removing process involving the use of portable hand tools whether powered or not. Examples include: sawing, filing, drilling and grinding.


You must:


b Follow relevant specifications for the component to be produced c Obtain the appropriate tools and equipment for the shaping operations and check they

are in a safe and usable conditiond Shape the materials using appropriate methods and techniquese Check that all the required shaping operations have been completed to the required

specificationf Deal promptly and effectively with problems within your control and report those that

cannot be solved



2 The shaping methods and techniques to be used could include:• Cutting by saws• Filing• Nibbling• Drilling and boring• Planing• Grinding

The shaping could be by the use of manual tools or by hand held power tools.

3 The operations to be performed could include:• Modifying assets or components in order to accommodate additional fixings• Joining components together

The shape to be achieved will normally be straightforward.

4 The quality standards and accuracy to be achieved will be determined by the company. They must take account of returning the asset to within operational tolerances.

5 The materials to be used could include:• Metal• Wood• Plastic• Composites• Concrete• Brickwork

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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• The Health and Safety at Work Act• Building Regulations• Abrasive Wheel Regulations• Electricity at Work Regulations• Manual Handling and Lifting Regulations• COSHH Regulations• The Gas Safety (Installation and Use) Regulations• Transport and Works Act (Alcohol and Drugs) • Provision and Use of Work Equipment Regulations • Isolation and earthing procedures• Use of PPE for the material to be worked on• Regulations governing work on water systems and air conditioning systems

ii Engineering drawings and related specifications that are provided by the company for the work to be done and how to read and interpret the information.

iii Hand tool shaping methods and techniques that are specified by the company and the manufacturer for the materials concerned. This includes the rules governing the safe use of the tools.

iv Material handling and preparation methods that are approved for the materials concerned. This could include knowing how to prepare wood on site for external use.

v Types and application of hand and powered tools that are provided by the company.

vi Tool and equipment care and control procedures as specified by the company and the manufacturer.

vii Reporting lines and procedures that are specified by the company including those for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems

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E13 Shape components by material removal using machine tools (CfRS/ECS 3.04)

Summary

This covers the varied activities undertaken by technical operatives that involve changing the shape of materials, components, assemblies etc. by a removing process involving the use of fixed machine tools. Examples include: sawing, milling, drilling and grinding.


You must:


b Confirm that the machine is set up and ready for the machining activities to be carried out

c Manipulate the machine tool controls safely and correctly in line with operational procedures

d Produce components to the required quality and within the specified dimensional accuracy

e Carry out quality sampling checks at suitable intervals f Deal promptly and effectively with problems within your control and report those that

cannot be solved g Shut down the equipment to a safe condition on conclusion of the machining activities



2 The type of operations to be carried out could include:• Cutting by saws and discs• Grinding• Milling• Drilling and boring• Planing• Broaching

3 The operations to be performed could include:• Modifying materials or equipment in order to accommodate additional fixings• Joining components together

4 The shape to be achieved will normally be straightforward

5 The quality standards and accuracy to be achieved will be determined by the company. They must take account of returning the asset to within operational tolerances

6 The quality check operations will be as specified by company procedures

7 The materials to be machined could include:• Metal• Wood• Plastic• Composites• Concrete• Brickwork

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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:

• The Health and Safety at Work Act• Building Regulations• Abrasive Wheel Regulations• Electricity at Work Regulations• Manual Handling and Lifting Regulations• COSHH Regulations• The Gas Safety (Installation and Use) Regulations• Transport and Works Act (Alcohol and Drugs) • Provision and Use of Work Equipment Regulations • Isolation and earthing procedures• Use of PPE for the material to be worked on• Regulations governing work on water systems and air conditioning systems• Fire regulations


iii Machine operated shaping methods and techniques that are specified by the company and the manufacturer for the materials concerned. This includes the rules governing the safe use of the tools.

iv Material handling and setting methods and techniques that are approved for the materials concerned. This could include knowing how to prepare wood on site for external use.

v Tool and equipment operating and care procedures as specified by the company and the manufacturer.

vi Cutting characteristics of different materials to be shaped by the machine tools specified by the company

vii Quality control procedures as specified by the company and recognition of machining defects in the materials to be machined.

viii Reporting lines and procedures that are specified by the company including those for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems

34

E14 Carry out manually applied pressure shaping operations on materials (CfRS /ECS 3.16)

Summary

This covers activities undertaken by technical operatives that involve changing the shape of materials and components by the use of manually applied pressure. Typically this could apply to cable jointing or termination activities that involve the use of compression fittings and manually operated compression equipment. Other examples could be the use of a variety of manually powered tools to bend or shape sheet or tubular materials for various activities.


You must:


b Follow the correct component drawing and any other related specifications for thecomponent to be produced

c Determine what has to be done and how this will be achievedd Use the appropriate tools and equipment for the pressure shaping operations and

check that they are in a safe and usable conditione Shape the materials to the required specification using appropriate methods and

techniquesf Check that all the required shaping operations have been completed to the required

standardg Deal promptly and effectively with problems within your control and report those that

cannot be solved



2 The pressure shaping methods and techniques to be used could include:• Hammering• Pipe bending• Sheet forming • Crimping• Compression by die

3 The operations to be performed could include:• Modifying materials or equipment in order to accommodate additional fixings• Joining components together

4 The shape to be achieved will normally be straightforward.


6 The materials to be used could include:• Metal• Plastic• Composites

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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• The Health and Safety at Work Act• Building Regulations• Abrasive Wheel Regulations• Electricity at Work Regulations• Manual Handling and Lifting Regulations• COSHH Regulations• The Gas Safety (Installation and Use) Regulations• Transport and Works Act (Alcohol and Drugs) • Provision and Use of Work Equipment Regulations • Isolation and earthing procedures• Use of PPE for the material to be worked on• Regulations governing work on water systems and air conditioning systems


iii Hand pressure shaping methods and techniques that are specified by the company and the manufacturer for the materials concerned. This includes the rules governing the safe use of the tools.

iv Materials and their characteristics with regard to pressure shaping by hand methods for the tasks specified by the company.

v Quality control procedures as specified by the company and recognition of pressure shaping defects in the materials to be pressure shaped.

vi Tool and equipment care and control procedures as specified by the company and the manufacturer.

vii Reporting lines and procedures that are specified by the company including those for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems

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E15 Carry out machine controlled pressure shaping operations on materials (CfRS /ECS 3.06)

Summary

This covers activities undertaken by technical operatives that involve changing the shape of materials and components by the use of pressure shaping operations. Typically this could apply to cable jointing or termination activities that involve the use of compression fittings and machine-controlled compression equipment.


You must:


b Confirm that the equipment is set up correctly and ready for use c Manipulate the machine controls safely and correctly in line with operational

procedures d Produce components to the required specification e Carry out quality sampling checks at suitable intervalsf Deal promptly and effectively with problems within your control and report those that

cannot be solvedg Shut down the equipment to a safe condition on conclusion of the machining activities


1 The level and extent of responsibility will include the safety and work of self and others in the team. The candidate will be expected to refer to others for authorisation, will be responsible for the implementation of the instructions and will work within set procedures and specifications. The candidate will be responsible for the quality of the work.

2 The type of equipment to be used will be the various types of pressure shaping (crimping) equipment that are used to terminate or join electrical cables, these could include the following types:• Manually operated, by hand or foot• Hydraulic or pneumatic• Powered types

3 The type of operations to be carried out will be the joining and termination of cables.

4 The complexity of shape to be achieved will be determined by the size and nature of the cable and lug. The manufacturers will specify it.

5 The quality standards and accuracy to be achieved. Will be specified by the company, client, and manufacturers of the cable, lugs and crimping device.

6 The materials to be used will include:• Lugs or sleeves• Paste, gauze and shrouds (for separating and protecting materials)

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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• The Health and Safety at Work Act• Building Regulations• Abrasive Wheel Regulations• Electricity at Work Regulations• Manual Handling and Lifting Regulations• COSHH Regulations• The Gas Safety (Installation and Use) Regulations• Transport and Works Act (Alcohol and Drugs) • Provision and Use of Work Equipment Regulations • Isolation and earthing procedures• Use of PPE for the material to be worked on• Regulations governing work on water systems and air conditioning systems• Fire regulations

ii Engineering drawings and related specifications that are set by the client, company or manufacturer. This will include the role of control documents.

iii Machine operated pressure shaping methods and techniques that are set by the client, company, or manufacturer.

iv Material handling and setting methods and techniques that are set take into account the interpretation of instructions that may require calculations and actions to be taken on results by the client, company, and manufacturer, it will obtained.

v Quality control procedures and recognition of pressure shaping defects set by the company client and manufacturers. This will include interpretation of drawings and instructions together with recording of appropriate results

vi Tool and equipment operating and care and control procedures that are set by the company, client, and manufacturer. It will take into account the interpretation of instructions that may require calculations, tests, and actions to be taken on results obtained.

vii Reporting lines and procedures that are specified by the company and must include those required for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems and disputes

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E16 Carry out manual casting operations (CfRS /ECS 3.07)

Summary

This covers manual casting activities undertaken by technical operatives. Not all casting will involve furnaces or molten materials. Typical activities that may fall into this category would be the filling of cable boxes or joints with resin or bitumen-based materials or the use of combustible powder type joining techniques.


You must:


b Ensure that the moulds are correctly prepared, sited and positioned ready for the casting process

c Ensure that the molten material is at the required casting temperatured Collect and transport the molten material safely and correctly from the furnacee Use the appropriate technique to pour the molten material into the mouldsf Produce castings to the required specificationg Dispose of surplus material safely and correctly h Deal promptly and effectively with problems within your control and report those that

cannot be solved



2 The casting methods and techniques to be used could include those that do not require the use of a furnace and the molten material is achieved through combustible substances in the powder casting material.



5 Materials to be used could include specialized metal powders containing combustible substances.

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i. Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• The Health and Safety at Work Act• Building Regulations• Electricity at Work Regulations• Manual Handling and Lifting Regulations• COSHH Regulations• The Gas Safety (Installation and Use) Regulations• Transport and Works Act (Alcohol and Drugs) • Provision and Use of Work Equipment Regulations • Isolation and earthing procedures• Use of PPE for the material to be worked on• Regulations governing work on water systems and air conditioning systems• Fire regulations

ii Manually operated casting methods and techniques that are specified by the company and the manufacturer for the materials concerned. This includes the rules governing the safe use of the tools.

iii Material handling and setting methods and techniques that are approved for the materials concerned. This could include knowing how to prepare casting materials for site use.

iv Materials and their characteristics with regard to casting for the tasks specified by the company.

v Quality control procedures as specified by the company and recognition of casting defects in the materials to be cast.


40

E17 Use manually-controlled thermal processes to join materials(CfRS /ECS 3.09)

Summary

This covers a number of techniques that technical operatives may use to join materials by a thermal process. Typical examples could be cable jointing or termination using brazing, silver soldering or soft soldering.


You must:


b Follow the relevant joining procedure and job instructionsc Check that the joint preparation complies with the specificationd Check that joining and related equipment and consumables are as specified and fit for

purposee Make the joints as specified using the appropriate thermal joining techniquef Produce joints of the required quality and of specified dimensional accuracyg Shut down the equipment to a safe condition on completion of joining activitiesh Deal promptly with excess and waste materials and temporary attachments, in line

with approved and agreed proceduresi Deal promptly and effectively with problems within your control and report those that

cannot be solved



2 Joining process and procedures to be used could include:• Sweating• Soldering• Brazing• Welding• Lead plumbing• Heat shrinking

3 The joining equipment could include:• Hand tools• Heating appliances• Buckets• Ladles• Tapes• Connectors• Joint boxes

4 The type and complexity of joint will vary from straightforward to complex.

5 The materials to be used could include:• Solder• Welding rods• Lead/Copper• Paper/Plastics/Putties

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6 Joining positions, access and environmental conditions could include:• Surface, troughs or trenches• Line side or in operational buildings• Poor weather with vibration

7 The quality standards and dimensional accuracy to be achieved will be determined by the company. They must take account of returning the asset to within operational tolerances.



i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• The Health and Safety at Work Act• Building Regulations• Abrasive Wheel Regulations• Electricity at Work Regulations• Manual Handling and Lifting Regulations• COSHH Regulations• The Gas Safety (Installation and Use) Regulations• Transport and Works Act (Alcohol and Drugs) • Provision and Use of Work Equipment Regulations • Isolation and earthing procedures• Use of PPE for the material to be worked on• Regulations governing work on water systems and air conditioning systems• Fire regulations

ii Specifications and joining procedures that are provided by the company for the work to be done and how to read and interpret the information.

iii Thermal joining processes and equipment that are specified by the company and the manufacturer for the tasks concerned. This includes the rules governing the safe use of the tools.

iv Material handling, preparation and finishing methods and techniques that are approved for the materials concerned. This could include knowing how to prepare materials on site for external use.

v Materials and their joining characteristics relevant to the joints to carried out.

vi Equipment setting, operating and care procedures as specified by the company and the manufacturer.

vii Quality control and test procedures as specified by the company for the detection of defects in joints.

viii Personal approval tests as specified by the company.

ix Hazards arising from joining operations relevant to the joints to be carried.

x Reporting lines and procedures that are specified by the company including those for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems

42

E18 Use adhesives to join materials (CfRS /ECS 3.09)

Summary

This covers a variety of activities that technical operatives may carry out to join or bond materials by the use of adhesives including the use of sealant. The range of adhesives could be extensive and involve the need to take safety precautions to avoid the harmful effects of fumes or skin contact.


You must:


b Follow the relevant bonding procedure specification and job instructionsc Check that the materials to be bonded and bonding agents comply with the

specificationd Correctly prepare the parent materials and bonding agents in line with the bonding

specificatione Carry out the bonding operations using the specified processes and techniques to

position and bond the materials in their correct locations f Ensure that any equipment used to maintain surface contact during the bonding

activities is set up and used correctlyg Achieve bonds of the required quality and within the specified dimensional accuracy h Deal promptly and effectively with problems within your control and report those that

cannot be solved



2 The bonding processes and techniques to be used must take account of ventilation requirements. It could include:• Gluing• Taping• Sealing• Expanding foam

3 The type and complexity of joint will normally be straightforward.

4 The complexity of shape to be achieved will normally be straightforward.

5 The bond quality and accuracy to be achieved will be determined by the company. They must take account of returning the asset to within operational tolerances.

6 The parent materials to be bonded could include:• Metal• Wood• Plastic• Composites• Brick/Concrete

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7 The bonding agents to be used will be specified by the company. They could include:•••• Pressure sensitive adhesive• Resin• Polymers• Natural products (vegetable/protein based)

8 The bonding equipment and devices could include:• Hand applications• Clamping devices• Curing devices• Pressurised containers

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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• The Health and Safety at Work Act• Building Regulations• Abrasive Wheel Regulations• Electricity at Work Regulations• Manual Handling and Lifting Regulations• COSHH Regulations• The Gas Safety (Installation and Use) Regulations• Transport and Works Act (Alcohol and Drugs) • Provision and Use of Work Equipment Regulations • Isolation and earthing procedures• Use of PPE for the material to be worked on• Regulations governing work on water systems and air conditioning systems• Fire regulations• Ventilation regulations

ii Bonding procedures and specifications that are provided by the company for the work to be done and how to read and interpret the information.

iii Bonding processes and techniques that are specified by the company and the manufacturer for the tasks concerned. This includes the rules governing the safe use of the tools.

iv Bonding equipment and devices for the type of materials to be bonded.

v Material handling and preparation methods and techniques that are approved for the materials concerned. This could include knowing how to prepare materials on site for external use.

vi Material properties relating to bonding relevant to the joints to carried out.

vii Quality control procedures as specified by the company and recognition of bonding defects in the joined materials.

viii Tools and equipment and care procedures as specified by the company and the manufacturer.

ix Reporting lines and procedures that are specified by the company including those for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems

45

E19 Carry out moulding and laying-up of materials (CfRS /ECS 3.05)

Summary

This covers the varied activities undertaken by technical operatives that involve the moulding or laying-up of material. Often these activities form part of another activity such as cable jointing or the termination of stay wires. Typical materials to be moulded could be resin-based pastes. Laying up could involve a variety of insulating tapes or wires.


You must:


b Follow the correct component drawing or any other related specifications for the component to be produced

c Determine what has to be done and how this will be achievedd Obtain and prepare the appropriate tools, equipment and materialse Carry out the moulding or laying-up activities using the correct methods and

techniquesf Produce components to the required specification g Check that all the required operations have been completed to specificationh Deal promptly and effectively with problems within your control and report those that

cannot be solved



2 Moulding and laying-up methods and techniques to be used could include:• Splicing• Terminating• Jointing• Insulation

3 The operations to be performed could include:• Wire layering and wrapping• Layering tapes• Moulding putty and paste materials• Hot and cold shrinking



6 The materials to be molded/laid up could include:• Metal/Wire• Plastic tapes• Composite tapes• Putty/paste• Shrink wrap

46



i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• The Health and Safety at Work Act• Management of Health and Safety at Work Regulations• Electricity at Work Regulations• Manual Handling Operations Regulations • Lifting Operations and Lifting Equipment Regulations• COSHH Regulations• Transport and Works Act (Alcohol and Drugs) • Provision and Use of Work Equipment Regulations • The Health and Safety (Display Screen Equipment) Regulations• Personal Protective Equipment at Work Regulations• Company specific regulations


iii Moulding and laying up methods and techniques that are specified by the company and the manufacturer for the materials concerned. This includes the rules governing the safe use of the tools.

iv Materials used in moulding and laying up activities for the tasks specified by the company.

v Material handling and preparation methods and techniques that are approved for the materials concerned. This could include knowing how to prepare jointing materials on site for external use.

vi Quality control procedures as specified by the company and recognition of moulding/laying up defects in resulting from the materials used or their application.

vii Tool and equipment operating and care procedures as specified by the company and the manufacturer.


47

E20 Assemble components to meet requirements (CfRS /ECS 3.12)

Summary

This covers work undertaken by technical operatives to assemble components prior to their use as part of a system. Examples may include depot assembly of overhead line equipment prior to site installation or the assembly of switchboard components at site after delivery.


You must:


b Follow the relevant instructions, assembly drawings and any other specificationsc Ensure that the specified components are available and that they are in a usable

conditiond Use the appropriate methods and techniques to assemble the components in their

correct positionse Secure the components using the specified connectors and securing devicesf Check the completed assembly to ensure that all operations have been completed and

the finished assembly meets the required specificationg Deal promptly and effectively with problems within your control and report those that

cannot be solved



2 The type and complexity of assembly to be produced could vary from straightforward to complex.

3 The assembly methods and techniques to be used could include:• Bolting• Jointing• Bonding

4 Type of components to be worked on could be those for:• Contact Systems• Power Supply Equipment• Fixed Plant


48



i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• The Health and Safety at Work Act• Management of Health and Safety at Work Regulations• Electricity at Work Regulations• Manual Handling Operations Regulations • Lifting Operations and Lifting Equipment Regulations• COSHH Regulations• Transport and Works Act (Alcohol and Drugs) • Provision and Use of Work Equipment Regulations • The Workplace Regulations• The Health and Safety (Display Screen Equipment) Regulations• Personal Protective Equipment at Work Regulations• Company specific regulations

ii Assembly drawings and related specifications that are provided by the company for the work to be done and how to read and interpret the information.

iii Assembly methods and techniques that are specified by the company and the manufacturer for the materials concerned. This includes the rules governing the safe use of the tools.

iv Quality control procedures as specified by the company and recognition of assembly defects in the components to be assembled.

v Handling equipment and procedures that are approved for the components concerned.

vi Preparation methods and techniques that are approved for the components concerned. This could include knowing how to prepare components on site for external use.

vii Tool and equipment care and control procedures as specified by the company and the manufacturer.


49

E21 Apply surface finishing treatments (CfRS /ECS 3.14)

Summary

This covers technical operatives applying surface treatments to a variety of electrification and plant assets. The most usual finish will be painting. It could also involve the application of grease or some form of protective layer that may be applied before the overall completion of the activity.


You must:


b Ensure the material surfaces to be treated are suitably prepared for the finishing operations to be carried out

c Check that the finishing equipment and treatment solutions are set up and maintained at satisfactory operating conditions and levels

d Carry out the treatment process in accordance with operating procedures and the component specification requirements

e Ensure that the treated work piece achieves the required characteristics and meets the finishing specification

f Deal promptly and effectively with problems within your control and report those that cannot be solved

g Dispose of waste and excess materials in line with agreed organisational proceduresh Shut down the finishing equipment to a safe condition on completion of the processing

activities


1 The treatment methods and techniques to be used could include:• Painting• GreasingThe treatment could be by the use of manual tools or by hand held power-operated tools.

2 The complexity of treatments to be carried out will normally be straightforward.

3 The type of material preparations required could include:• Cleaning with solvents• Shot/sand blasting• De-greasing


5 Parent materials and consumables to be used could include:• Metal• Wood• Plastic• Composites• Concrete• Brickwork• Paint• Grease• Spirit cleaners• Sanding materials

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ii Surface treatment specifications that are provided by the company for the work to be done and how to read and interpret the information.

iii Surface treatment methods and techniques that are specified by the company and the manufacturer for the materials concerned. This includes the rules governing the safe use of the tools.

iv Material handling and preparation methods that are approved for the materials concerned. This could include knowing how to prepare wood for surface treatment on site for external use.

v Equipment operating and care and control procedures as specified by the company and the manufacturers.

vi Surface treatments and their characteristics for work activities specified by the company.

vii Quality control procedures as specified by the company and recognition of defects in surface treatments in the products to be surface treated.

viii Procedures for dealing with waste materials that are provided by the company for the work to be done.

ix Reporting lines and procedures that are specified by the company including those for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems

51

E22 Operate items of work equipment and electrification and plant assets that are computer controlled (CfRS /ECS 3.01) (for Power Supply Equipment and Fixed Plant only)

Summary

This covers work activities that involve the operation of work equipment and electrification and plant assets that are either controlled by a computer or have computerised functions. Examples may include protection relay testers, SCADA equipment and remote monitoring systems.


You must:


b Confirm that the equipment is set up and ready for operation c Follow the defined procedures for starting and running the operating systemd Deal promptly and effectively with error messages or equipment faults that are within

your control and report those that cannot be solvede Monitor the computer process and ensure that the production output is to the required

specificationf Shut down the equipment to a safe condition on conclusion of the activities



2 The type of equipment to be operated will be controlled, to some extent, by a computer and will be engaged in assisting in the maintenance, installation or renewal of electrification and plant assets, which could include:• Measurement and recording of signals and electrical and mechanical parameters• Testing equipment that involves injection of signals • Complex items of plant with in-built computers that control their operation and

monitor their condition

3 The type and complexity of operations to be carried out will be determined by the equipment that requires to be operated and the required outputs


52




ii Computer operating software and related specifications in so far as they relate to the safe and effective operation of the equipment and could include documents from:• Software providers• The equipment manufacturer• The user company

iii Computer hardware and peripherals in so far as they relate to the safe and effective operation of the equipment and could include documents from:• The equipment manufacturer• The user company

iv Software retrieval and storage systems as specified in company procedures

v Equipment care and control procedures that are specified by the company and the manufacturer


53

E23 Move loads (CfRS /ECS 4.08)

Summary

This covers activities undertaken by a technical operative to move loads in a safe and correct manner over the selected route, using the appropriate handling equipment and techniques.


You must:


b Position the moving equipment so that the weight of the load is evenly distributed c Attach the appropriate handling equipment securely to the load, using approved

methods to eliminate slippaged Confirm that the load is secure before movinge Move the load over the selected, suitable routef Position and release the load safely in its intended final location



2 The moving methods and techniques to be used are manual or mechanical with the aid of lifting devices. The method and techniques used must be in accordance with the instructions and guidance issued by the company. It must include complying with approved hand signals.

3 The type of moving, lifting and handling equipment to be used must be appropriate for the load to be moved. The equipment/plant to be used will be both manual and mechanical. They could include:• Road vehicles• Rollers• Levers• Loose lifting tackle• Jacks• Slings• Trolleys• Road or rail vehicle mounted cranes

4 The type and characteristics of load to be moved are those associated with loads of an unwieldy nature, with an uneven weight distribution, and of irregular shape. Some will be robust and some will be fragile.

5 The final location of the load will be in approved safe location. The location must ensure that there is little or no chance of damage to the load and that the load does not cause a hazard to people and train/vehicle movements.

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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• Safety Critical Work Regulations• The Health and Safety at Work Act • Track access restrictions• Current rule book• Electrified lines working instructions • Manual handling regulations• Approved hand signals for moving loads • Lifting Equipment Regulations• Provision and Use of Work Equipment Regulations

ii Methods and techniques of moving loads as issued by the company. This will include lifting methods and techniques.

iii Lifting, moving and handling equipment used that are approved by the company and are appropriate for the load to be moved.

iv Load assessment methods and techniques as approved by the company but will include:• Observational means• Load assessment devices• Weight charts• Tolerance devices• Gauging devices

v Route planning methods and techniques as approved by the company but will take account of:• Visual inspection• Clearances• Tolerances• Load bearing capacities• Angle of repose

vi Handling equipment operating and care and control procedures as instructed by the company including calibration requirements.

vii Reporting lines and procedures as specified by the company and must include those required for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems

55

E24 Install electrification and plant assets (CfRS /ECS 4.02)

Summary

This covers work undertaken by technical operatives to install, position and secure electrification and plant assets correctly, making necessary connections.

Performance statementsYou must:


b Follow all relevant drawings and specifications for the installation being carried outc Use the correct tools and equipment for the installation operations and check that they

are in a safe and usable conditiond Install, position and secure the equipment and components in accordance with the

specificatione Ensure that all necessary connections to the equipment are completef Deal promptly and effectively with problems within your control and report those that

cannot be solvedg Check that the installation is complete and that all components are free from damage



2 The type of asset, components or equipment to be installed could be aspects of:• Contact Systems


• Power Supply equipment• Fixed Plant

The components will be:• Structural• Mechanical• Electrical

3 The installation methods and techniques to be used will be those that are approved by the company for the work that is to be done. This will include the use of appropriate tools, equipment and materials.

4 The type of connections to be made will depend on the particular aspect of electrification and plant being worked on. Proper account must be taken of the need for the application of insulation.


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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• The Health and Safety at Work Act• Safety Critical Work Regulations• Electricity at Work Regulations• COSHH Regulations• Transport and Works Act (Alcohol and drugs) • Track access restrictions• Current rule book• Electrified lines working instructions• Provision and Use of Work Equipment Regulations • Manual handling regulations• LOLER Regulations

ii Installation instructions and related specifications that are specified by the company and the manufacturer.

iii Installation equipment, methods and techniques that are approved by the company. This must take account of the requirements for the insulation of connections.

iv Installation procedures for components and assets that are approved by the company.

v Tool and equipment care and control procedures that are specified by the company and the manufacturer.


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E25 Configure electrification and plant assets for operational use (CfRS /ECS 4.01)


You must:


b Follow all relevant setting up and operating specifications for the products or assets being configured

c Follow the defined procedures and set up the equipment correctly ensuring that all operating parameters are achieved

d Deal promptly and effectively with problems within your control and report those that cannot be solved

e Check that the configuration is complete and that the equipment operates to specification

f Complete all relevant documentation accurately and legibly



2 The type of equipment to be configured could be aspects of:• Contact Systems


• Power Supply equipment• Fixed PlantThe components could be:• Structural• Mechanical• Electrical

3 The configuration methods, techniques and procedures to be used will be those that are approved by the company for the work to be done. This will include the use of appropriate tools, equipment and materials.

4 The configuration requirements will be those that are specified by the company and in line with the manufacturers/designers instructions as appropriate. This will include the use of appropriate tools, equipment and materials.


Summary

This covers work undertaken by technical operatives to set up agreed options and variables to make electrification and plant assets ready for operational use. Examples include overhead line equipment tensions, relay settings, transformer tap positions and

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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• The Health and Safety at Work Act• Safety Critical Work Regulations• Electricity at Work Regulations• COSHH Regulations• Transport and Works Act (Alcohol and drugs) • Track access restrictions• Current rule book• Regulations for working on or about AC• Electrified lines working instructions• Provision and Use of Work Equipment Regulations • Manual handling regulations• Fire regulations

ii Configuration instructions and related specifications that are specified by the company and the manufacturer.

iii Configuration equipment, methods and techniques that are approved by the company. This must take account of the requirements for the insulation of connections.

iv Configuration procedures for components and assets that are approved by the company.



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E26 Inspect work equipment and electrification and plant assets(CfRS /ECS 6.06)

Summary

This covers both planned and reactive inspection of electrification and plant assets and associated work equipment, identifying defects or variations and recording the results.


You must:


b Follow the correct specification for the product or equipment being inspectedc Use the correct equipment to carry out the inspectiond Identify and confirm the inspection checks to be made and acceptance criteria to be

usede Carry out all required inspections as specifiedf Identify any defects or variations from the specificationg Record the results of the inspection in the appropriate formath Deal promptly and effectively with problems within your control and report those that

cannot be solved



2 The type of asset to be inspected could be: • Contact Systems


• Power Supply Equipment• Fixed PlantThe components could be • Structural• Mechanical• Electrical

3 The characteristics and complexity of checks could include:• Visual examinations• Taking readings and calculating results• Function and performance tests• Checking against standards and previous readings• Pressure and soundness tests for pipes

4 Inspection methods and techniques and type of equipment to be used will be specified by the company and the manufacturer. It will follow the approved technical standards.


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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• The Health and Safety at Work Act• Building Regulations • Safety Critical Work Regulations• Track access restrictions• Current rule book• Electrified lines working instructions • Manual handling regulations• Sectional appendix• Hazard directory• COSHH Regulations• The Gas Safety (Installation and Use) Regulations• Environmental regulations• Client’s standards• Regulations governing work on water systems and air conditioning systems• Pressure system regulations• Fire regulations


iii Inspection methods and techniques that are approved by the company and the manufacturer that take account of the approved technical standard. It may involve knowing how to select the best method from a range of approved methods.

iv Calibration of equipment and authorisation procedures including knowing what equipment can be calibrated by self and what has to be sent away. Also it involves knowing how to read and check a calibration certificate and knowing when a calibration instrument is needed.

v Inspection equipment care and control procedures as specified by the company and the manufacturer.

vi Identification of defects in products, equipment or systems including knowing how to identify defect through visual and sensory means, and by readings and testing.

vii Quality control systems and documentation procedures that are specified by the company.


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E27 Carry out testing of work equipment and electrification and plant assets (CfRS /ECS 6.02)

Summary

This covers the testing of electrification and plant assets and associated work equipment by technical operatives as part of installation, maintenance or renewal activities. It includes the setting up of appropriate test equipment, following recognised procedures and recording results.


You must:


b Follow the appropriate procedures for use of tools and equipment to carry out the required tests

c Set up and carry out the tests using the correct procedures and within agreed timescales

d Record the results of the tests in the appropriate formate Review the results and carry out further tests if necessary


1 The level and extent of responsibility includes both your own safety and that of work colleagues. Where necessary authorisation must be obtained before work is carried out. You will be expected to work within approved procedures and specifications and will be responsible for the quality of your completed work.

2 The type of assets to be tested could include:• Contact Systems




3 The type of tools and test equipment to be used must be fit for purpose and confirmed as approved by the company for the tests that have to be carried out.

4 The type tests to be carried out will be:• Functional• Electrical• Mechanical

The complexity of the tests will depend upon the nature and location of the component. It will take account of the danger of electrocution.


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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• The Health and Safety at Work Act• Electricity at Work Regulations• Manual Handling and Lifting Regulations• COSHH Regulations• Transport and Works Act (Alcohol and Drugs)• Electrified lines working instructions • Provision and Use of Work Equipment Regulations • Isolation and earthing procedures• Fire regulations

ii Engineering test specifications that are issued by the company and the manufacture for the assets and components concerned.

iii Types of test equipment that are specified for the asset or component to be tested and their application.

iv Calibration of equipment methods that are approved by the company and the manufacturer and authorisation procedures that are specified by the company.

v Testing methods and procedures that are specified by the company and the manufacturers. The methods must take account of the danger of electrocution.

vi Analysis methods and techniques that are approved by the company.

vii Environmental controls relating to testing that are required by the company.

viii Test reporting documentation and procedures that are specified by the company.

ix Reporting lines and procedures that are specified by the company and must include those required for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems

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E28 Analyse test results to determine the performance and condition of electrification and plant assets (CfRS/ECS 6.05)

Summary

This covers the analysis of test results to determine the performance and condition of electrification and plant assets, reporting the implications arising from the analysis.


You must:


b Ensure that you have the necessary test data on which to conduct the assessmentc Carry out the assessment using all relevant data and valid methodsd Check that the assessment provides clear and accurate informatione Compare current performances and condition data with that from previous

assessments f Identify and report the implications arising from the assessmentsg Record the results of the assessments in the appropriate format


1 The level and extent of responsibility will include your own safety and that of others who might be affected by your work. You will be expected to refer to others for authorisation, will be responsible for the implementation of the instructions and will work within set procedures and specifications. You will be responsible for the quality of their work.

2 The type of assets to be assessed could include:• Contact Systems




3 The type of data to be analysed will be:• Test/inspection results• Reports from other infrastructure disciplines

4 Analysis methods to be used may include:• Comparison with the approved specifications• Comparison with previous results

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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• The Health and Safety at Work Act• Safety Critical Work Regulations• Electricity at Work Regulations• COSHH regulations• Transport and Works Act (Alcohol and drugs) • Track access restrictions• Current rule book• Electrified lines working instructions• Provision and Use of Work Equipment Regulations • Manual handling regulations• Fire regulations

ii Equipment operating and test specifications as specified by the company and the manufacturer.

iii Equipment monitoring methods and procedures that are approved by the company.

iv Analysis methods and techniques that are approved by the company for the assessment to be carried out. This must include understanding:• Test and inspection results• Reports from other infrastructure disciplines

v Reporting documentation and control procedures as required by the company. This must include knowing whom to contact to provide advice about the condition of the E&P equipment/assets.

vi Reporting lines and procedures that are specified by the company and must include those required for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems

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E29 Diagnose faults in work equipment and electrification and plant assets (CfRS/ECS 6.08)

Summary

This covers the diagnosis of a fault or defect using appropriate techniques and tools to determine cause and location. It includes considering the safety implications of the fault. An example could be locating the cause of a fault on a power supply cable.


You must:


b Review and use all relevant information on the symptoms and problems associated with the products or assets

c Investigate and establish the most likely causes of the faultsd Select, use and apply diagnostic techniques, tools and aids to locate faultse Complete the fault diagnosis within the agreed time and inform the appropriate people

when this cannot be achievedf Determine the implications of the fault for other work and for safety considerationsg Use the evidence gained to draw valid conclusions about the nature and probable

cause of the faulth Record details on the extent and location of the faults in an appropriate format


1 The level and extent of responsibility will include your own safety and that of others who might be affected by your work. You will be expected to refer to others for authorisation, will be responsible for the implementation of the instructions and will work within set procedures and specifications. You will be responsible for the quality of their work.

2 The type of assets to be investigated could include:• Contact Systems



The components could be: • Structural• Mechanical• Electrical

3 The type of faultfinding techniques or procedures, diagnostic aids and equipment will be fit for purpose and confirmed as approved by the company for the type of asset involved. It will include:• Intrusive test• Non-intrusive tests• Reports and inspections

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4 The type and range of problems and faults could include those that are electrical and physical and are:• Severe with the potential for immediate failure• Minor in nature but could cause significant damage if not dealt with• Related to the presence of foreign objects in the components

You may be required to show that you can:• Report the fault in the approved way• Protect the line• Request a speed restriction• Recommend repair options• Protect the safety of personnel

5 The level and complexity of diagnosis will be within your authority and competence.

6 The record keeping systems and procedures will be those that are approved by the company.

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ii Fault diagnostic aids that are approved by the company and the manufacturer and are appropriate for the asset and type of diagnosis.

iii Fault finding methods and techniques that are approved by the company and the manufacturer and are appropriate for the asset and type of diagnosis. This will include those that are:• Intrusive• Non-intrusive

iv Analysis methods and techniques that take account of the outcome of the fault finding plus information from previous monitoring and assessments.

v Test equipment operating and care and control procedures that are specified by the company and the manufacturer.

vi Assessing likely risks arising from faults including those that may require:• Emergency speed restriction• Protecting the line• Repairing assets and/or components

It will be necessary to show how the weather and other influencing factors can impact upon these decisions.

vii Maintenance reporting documentation and control procedures that are specified by the company.

viii Reporting lines and procedures that are specified by the company and must include those required for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems

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E30 Carry out planned preventative maintenance procedures (CfRS /ECS 5.01)

Summary

This covers technical operatives working to agreed procedures to safely carry out pre planned preventative maintenance on electrification and plant assets.


You must:


b Follow the relevant maintenance schedules to carry out the required workc Carry out the maintenance activities within the limits of your personal authorityd Carry out the maintenance activities in the specified sequence and in an agreed time

scalee Report any instances where the maintenance activities cannot be fully met or where

there are identified defects outside the planned schedulef Complete relevant maintenance records accurately and pass them on to the

appropriate persong Dispose of waste materials in accordance with safe working practices and approved

procedures



2 The assets or equipment to be maintained could be aspects of:Contact Systems




3 The types of maintenance procedures will be both planned and routine. It could include:• Inspection• Overhaul • Testing

The types of activities will depend on the assets being worked on but all aspects of the required maintenance must be completed to the standards set by the company.


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ii Maintenance schedules and related specifications that are issued by the company.

iii Maintenance methods and procedures that are approved by the company for the type of maintenance to be carried out.

iv Maintenance records and documentation procedures that are specified by the company.

v Equipment operating and care and control procedures that are specified by the company and the manufacturer.

vi Maintenance authorisation procedures that are specified by the company and knowing whom to approach if there are discrepancies or conflict of information.

vii Waste disposal procedures that are specified by the company including.• Approved disposal points• How to differentiate between hazardous and non-hazardous waste


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E31 Adjust electrification and plant assets to meet operating Requirements (CfRS /ECS 5.02)

Summary

This covers the adjustment by technical operatives of electrical or mechanical parameters or variables, such as desired electrical values, electrical protection settings, or mechanical alignment and tolerances to bring the asset back to operational requirements. The work could be planned or reactive.


You must:


b Follow the appropriate operating specifications for the equipment being maintainedc Carry out adjustments within the limits of your personal authorityd Make the required adjustments in the specified sequence and in an agreed time scalee Confirm that the adjusted equipment meets the required operating specificationf Report any instances where the equipment fails to meet the required performance after

adjustments or where there are identified defects outside the required adjustmentsg Maintain documentation in accordance with organisational requirements


1 The level and extent of responsibility includes both your own safety and that of work colleagues. Where necessary authorisation must be obtained before, work is carried out. You will be expected to work within approved procedures and specifications and will be responsible for the quality of your work.

2 The type equipment to be worked on could include:• Contact Systems


• Power Supply Equipment• Fixed PlantThe components could be • Structural• Mechanical• Electrical

3 The type and complexity of the adjustments to be made will be specified by the company for the assets to be adjusted. Normally they will be planned and routine. However it will include knowing the steps to take for emergency adjustments.


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ii Maintenance schedules and related specifications that are approved by the company for the assets involved.

iii Maintenance methods and procedures that are approved by the company for the assets involved.

iv Identification of defects in products and assets through the use of approved procedures. This includes knowing what compliant assets should look like.

v Quality control systems and documentation procedures that are specified by the company.

vi Equipment operating and care and control procedures that are specified by the company and the manufacture.

vii Maintenance authorisation procedures and limits of responsibility and authority that are specified by the company and must include: • Assets under candidates authority• Responsibility for assets outside candidates authority

viii Reporting lines and procedures that are specified by the company and must include those required for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems

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E32 Remove components from electrification and plant assemblies or sub-assemblies (CfRS/ECS 5.03)

Summary

This covers the removal of components by technical operatives during pre planned maintenance or corrective works.


You must:


b Establish, and where appropriate, mark component orientation for re-assemblyc Ensure that any stored energy or substances are released safely and correctlyd Remove the required components using approved tools and techniquese Take suitable precautions to prevent damage to components, tools and equipment

during removalf Check the condition of the removed components and record those that will require

replacingg Label and store the removed components in an appropriate locationh Store or discard the removed components in accordance with approved proceduresi Maintain documentation in accordance with organisational requirements


1 The level and extent of responsibility includes both your own safety and that of work colleagues. Where necessary authorisation must be obtained before, work is carried out. You will be expected to work within approved procedures and specifications and will be responsible for the quality of your work.

2 Equipment to be worked on could include:• Contact Systems




3 The type of components to be removed will be specified by the company for the assets involved. They will include those that are to be:• Disposed of• Replaced• Repaired• Stored

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4 Removal Techniques or procedures to be followed will be determined by the company. They must take into account safety procedures for the release of stored energy or substances.

5 The complexity of removal operations will be determined by the company. They must take account of returning the asset to within operational tolerances.




ii Engineering drawings and related specifications that are approved by the company for the assets involved.

iii Component removal methods and procedures that are approved by the company for the assets involved.

iv Identification of component defects through the use of approved procedures. This includes knowing what compliant assets should look like.

v Quality control systems and documentation procedures that are specified by the company and must include:• Labeling and storage of components for re-use• Disposal of unwanted components and substances as appropriate

vi Tool and equipment care and control procedures that are specified by the company and the manufacture.

vii Reporting lines and procedures that are specified by the company and must include those required for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems

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E33 Replace electrification and plant assembly or sub-assembly components (CfRS/ECS 5.04)

Summary

This covers the replacement of components by technical operatives during pre planned maintenance or reactive work.


You must:


b Obtain all the required components and ensure that they are in a suitable condition for replacement and fit for purpose

c Ensure that any replacement components used meet the required specificationd Take adequate precautions to prevent damage to components, tools and equipment

during replacement e Replace the components in the correct sequence using appropriate tools and

techniquesf Make any necessary settings or adjustments to the components to ensure they will

function correctlyg Deal promptly and effectively with problems within your control and report those that

cannot be solvedh Maintain documentation in accordance with organisational requirements



2. The equipment to be worked on and the components to be replaced could be aspects of:• Contact Systems




3 The assembly methods and techniques to be used will be approved by the company and the manufacturer. They will involve:• Disconnection and reconnection• Removal and refitting• Adjustment

For parts that had:• Failed• Life expired

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4 The complexity of assembly operations will be within your authority and competence. It will take account of:• Condition of the asset• Location of the asset (including restricted access)• Nature of the fastenings





ii Engineering drawings and specifications provided by the company that relate to the assets involved.

iii Component replacement methods and techniques that are approved by the company and the manufacturer. This must include understanding the consequences of not replacing components correctly.

iv Handling equipment, methods and techniques that are approved by the company for the assets and components involved.


vi Reporting lines and procedures that are specified by the company including those for:

• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems

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E34 Determine the feasibility of an electrification and plant component repair (CfRS/ECS 5.05)

Summary

This involves knowledge of the asset, its overall function, the function of the component and the nature of the defect so that a reasoned decision can be made on the feasibility of a repair.


You must:


b Follow the relevant specifications for the component to be repairedc Assess the amount and level of wear or damage to the component and determine what

work is required to bring the component back to the specified conditiond Report on findings and conclusions on the feasibility and cost-effectiveness of repairs



2 The type of components to be repaired could be aspects of:• Contact Systems




3 The type of repairs or repair techniques to be used will be both temporary and permanent. They will involve the use of suitable tools and equipment and replacement material.

4 The complexity or nature of repairs to be carried out will depend upon the assets involved. It will include repairs in restricted spaces and avoiding the danger of electrocution.


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ii Engineering specifications provided by the company that relate to the assets involved.

iii How to assess the condition of components for re-use.

iv Determining feasibility and viability of repairs including operational efficiency and cost-effectiveness within the limits of your authority and competence.

v Component repair methods and techniques that are approved by the company for the assets involved and that can be used for temporary and/or permanent repairs.


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E35 Restore electrification and plant components to operational condition by repair (CfRS/ECS 5.06)

Summary

This covers the implementation of a repair following the consideration of its feasibility. It includes the use of correct materials and sub-components plus working to the correct standards, finishes and tolerances.


You must:


b Follow the relevant specifications for the component to be repairedc Prepare the component for repaird Carry out the repairs within agreed timescale using approved materials and

components and methods and procedurese Ensure that the repaired component meets the specified operating conditionsf Produce accurate and complete records of all repair work carried out



2 The type of components to be repaired could be aspects of:• Contact Systems




3 The type of repairs or repair techniques to be used will be both temporary and permanent. They will involve the use of suitable tools and equipment and replacement material. It will include:• Removal• Jointing• Termination• Connection• Adjustment

4 The complexity or nature of repairs to be carried out will depend upon the assets involved. It will include repairs in restricted spaces and avoiding the danger of electrocution.


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ii Engineering specifications provided by the company that relate to the assets involved.

iii Component repair methods, techniques and procedures that are approved by the company and the manufacturer for the assets and components involved. This will include repairing components that are:• Structural• Mechanical• Electrical

And for parts that are:• Failed• Life expired

And will involve:• Disconnection/reconnection• Removal/refitting• Adjusting

iv Tool and equipment care and control procedures that are specified by the company and the manufacturer.

v Maintenance recording and documentation procedures that are specified by the company.


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E36 Dismantle and remove access structures (CfRS/ECS 4.04)

Summary

This covers work undertaken by technical operatives to dismantle and remove temporary structures such as tower scaffolding, ladders and platforms following installation, maintenance and renewal activities on electrification and plant assets.


You must:


b Establish and where necessary support components before removal of securing devices

c Remove components in the correct sequence using approved techniquesd Identify and attend to damage and defects in the components or structures in line with

organisational requirementse Store the removed components safely in an appropriate locationf Tidy up the site and leave it in a safe conditiong Deal promptly and effectively with problems within your control and report those that

cannot be solvedh Inform the appropriate people when the dismantling is completed



2 The work context and working environment will be within an E&P infrastructure. The type of access structures to be dismantled could include:• Build up scaffolding• Step ladders• Ladders• Mobile access platforms

3 The dismantling techniques and procedures to be followed will be specified by the manufacturers and will take account of local safety instructions. It must take account of bonding requirements when working under overhead power lines.

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ii Types and application of access structures that are approved for use in the railway environment and are suitable for working on electrification and plant.

iii Access structure dismantling methods and techniques that are specified by the manufacturer and the company. They must take account of local safety instructions. The consequences of incorrect disassembly must be understood.

iv Dismantling equipment methods and techniques that are specified by the company and the manufacturer and that take account of local safety instructions.

v Equipment care and control procedures as specified by the company and the manufacturer.


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E37 Dismantle temporary electrification and plant arrangements and equipment (CfRS/ECS 4.06)

Summary

This covers activities undertaken by technical operatives to dismantle and remove temporary support structures such as framework masts or shuttering following installation, maintenance and renewal activities on electrification and plant assets.


You must:


b Establish and where necessary support components before removal of securing devices

c Remove the components in the correct sequence using approved equipment, methods and techniques. taking into account any stored energy and substances.

d Identify and attend to damage and defects in any re-usable elements and store them for re-use in an appropriate location

e Dispose of unwanted elements in line with agreed and approved proceduresf Inform the appropriate people when dismantling is completed g Deal promptly and effectively with problems within your control and report those that

cannot be solved



2 The type of temporary arrangements and equipment to be dismantled will be connected with the work on electrification and plant assets. This will include:• Structures, steelwork and support• Bonding where appropriate

3 The work context and working environment will be within an E&P infrastructure.

4 The dismantling methods and techniques to be used will be those that are approved by the company for the work that is to be done. This will include the use of appropriate tools, equipment and materials.


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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• The Health and Safety at Work Act• Safety Critical Work Regulations• Electricity at Work Regulations• COSHH Regulations• Transport and Works Act (Alcohol and drugs) • Track access restrictions• Current rule book• Regulations for working on or about AC• Electrified lines working instructions• Provision and Use of Work Equipment Regulations • Manual handling regulations• Lifting Equipment Regulations

ii Types and application of temporary arrangements that are approved for use in the railway environment and are suitable for working on electrification and plant assets.

iii Temporary arrangement dismantling methods and techniques that are specified by the manufacturer and the company. They must take account of local safety instructions. The consequences of incorrect assembly must be understood.

iv Methods of providing temporary support during dismantling as specified by the company and the manufacturer/designer.


vi Reporting lines and procedures that are specified by the company including those for:• Line management reporting• Submission of forms and reports• Communicating with the client

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E38 Dismantle electrification and plant arrangements and equipment(CfRS/ECS 4.07)

Summary

This covers work undertaken by technical operatives to dismantle electrification and plant assets safely, making appropriate isolations and disconnections. It also covers the storage of components and assets and the disposal of unwanted items.


You must:


b Establish and where necessary support components before removal of securing devices.c Remove the components in the correct sequence using approved equipment, methods

and techniques. taking into account any stored energy and substances.d Make all isolations and disconnections to the equipment in line with approved procedurese Carry out the dismantling to the agreed level using correct tools and techniquesf Identify and attend to damage and defects in any re-usable elements and store them for

re-use in an appropriate locationg Dispose of unwanted components and substances in accordance with approved

proceduresh Deal promptly and effectively with problems within your control and report those that

cannot be solvedi Inform the appropriate people when dismantling is completed


This should cover:


2 The type of arrangement to be dismantled could be aspects of• Contact Systems




3 The dismantling methods and techniques to be used will be those that are approved by the company for the work that is to be done. This will include the use of appropriate tools, equipment and materials.

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4 Types of disconnection to be made will be those described and approved by the company/designer for the work that is to be done. This will include the use of appropriate tools, equipment and materials.

5 Complexity of dismantling to be carried out will be described within the design specification/method statement provided by the company.



i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• The Health and Safety at Work Act• Safety Critical Work Regulations• Electricity at Work Regulations• COSHH Regulations• Transport and Works Act (Alcohol and drugs) • Track access restrictions• Current rule book• Electrified lines working instructions• Provision and Use of Work Equipment Regulations • Manual handling regulations• Lifting Equipment Regulations

ii Engineering drawings and related specifications that are provided by the company for the work to be done with verbal/written instructions describing how to interpret the information.

iii Dismantling equipment methods and techniques that are specified by the company and the manufacturer and that take account of local safety instructions.

iv Handling equipment, methods and techniques that are approved for the components concerned. This could include knowing how to prepare components on site for external use.

v Tool and equipment care and control procedures as specified by the company and the manufacturer.

vi Waste disposal procedures that are specified by the company/environmental policy.

vii Reporting lines and procedures that are specified by the company including those for:• Line management reporting• Submission of forms and reports

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E39 Reinstate the work area after electrification and plant activities (CfRS /ECS 2.15)

Summary

This covers work undertaken by technical operatives and others upon completion of electrification and plant activities to ensure that the assets and work site are secure, safe and fit for operational use. This will often include the cancellation of permits to work and removal of the isolation. There may be a need to interface with other disciplines. It includes the proper storage of tools, plant and equipment, as well as the disposal of waste materials.


You must:


b Separate equipment, components, and materials for re-use from waste items and materials

c Store re-usable materials and equipment in an appropriate locationd Dispose of waste materials in line with organisational and environmental safe

procedurese Restore the work areas to a safe condition in accordance with agreed requirements

and schedules f Deal promptly and effectively with problems within your control and report those that

cannot be solved



2 The nature and complexity of work areas to be secured will be within the boundaries of the site and could take account of:• Access and egress requirements (to include isolated and distant locations)• Location of the site (rural and urban issues)• Restricted spaces (e.g. tunnels, bridges)• Working within buildings

It will involve ensuring that the site is fit for operational use.

3 The resources to be stored will include:• Tools, plant and equipment• Materials• ConsumablesIt must include the marking and locating of scrap material for later collection, and the securing and segregating of plant and equipment.

4 The disposal of hazardous and non-hazardous materials will include all handle-able items that require storage and/or removal at a later date

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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• Safety Critical Work Regulations• The Health and Safety at Work Act • Track access restrictions• Current rule book• Electrified lines working instructions• Manual handling regulations• Lifting Equipment Regulations• Provision and Use of Work Equipment Regulations

ii Work area restoration requirements as specified by the company and particularly those concerned with:• Risk of vandalism• Risk of trespass

iii Material and equipment stores procedures that are specified by the company.

iv Waste disposal methods and procedures that are specified by the company.

v Reporting lines and procedures as specified by the company and must include those required for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems and disputes

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E40 Hand over responsibility for work equipment or electrification and plant assets to others (CfRS/ECS 7.03)

Summary

This covers defining the condition of an electrification and plant asset or item of work equipment and transferring responsibility for it to another party. It includes obtaining agreement as to when the responsibility actually transfers and maintaining a record of the handover.


You must:


b Confirm and define the condition of the engineering products or assets in accordance with specifications

c Clearly define and obtain agreement on the moment of transfer of responsibilityd Communicate hand over of control as specifiede Produce and maintain records of the hand over in accordance with organisational

procedures



2 The type of assets to be handed over could be: • Contact Systems



The components could be:• Structural• Mechanical• Electrical

3 The hand-over procedures will be specified by the company and will be for assets that are under and not under the jurisdiction of an electrical control room. The hand over-will take place within an E&P environment.

4 The parties to hand over to will be those people that are authorised by the company to receive the handed over assets.

5 The complexity of hand-overs will depend on the nature of the asset, and the location and authority of the people involved.

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ii Handover procedures for assets that are specified by the company and the client.

iii Record and documentation systems and procedures that are specified by the company.

iv Working relationships that are expected by the company in terms of dealing with colleagues and representatives of other organisations.

v Reporting lines and procedures that are specified by the company and must include those required for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems

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E41 Minimise risks to life, property and the environment (CfRS /ECS 7.05)

Summary

This covers the need to be alert and vigilant in terms of spotting and reducing risks at the workplace. It is about knowing what to do if a hazard is identified. This includes using the right safety equipment and notifying the appropriate people.


You must:

a Work safely in accordance with the regulations for your work environmentb Identify hazards and assess the level of risk involved c Minimise the risks and implement control measures in the minimum agreed timescalesd Inform all those who are affected of the risk control measures in place and clarify any

implications for them as requirede Ensure that information provided for safety system records is clear, accurate and up-

to-date f Monitor the effectiveness of the risk control measures and take prompt additional

action where needed



2 The type of working environment can be anywhere within an E&P environment.

3 The type of hazards involved can be those that affect:• The safety of people• The safety of the line• The safety of the environment• The safety of rail vehicles• The safety of buildings and structures

4 The risk control measures to be implemented are those that are approved by the company and the client.

5 The type of action to be taken will be within your authority and competence and could include:• Protection of the line• Avoiding the danger of electrocution• Dealing with evacuations • Removal of the hazard• Contacting the emergency services

6 Methods of communicating or reporting actions will be by written and oral means in accordance with the requirements of the company.

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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• The Health and Safety at Work Act • Safety Critical Work Regulations• Track access restrictions• Current rule book• Electrified lines working instructions• Manual handling regulations• RIDDOR• Safety sign regulations• Fire regulations

ii Types of hazards involving processes, tools, equipment and materials that are likely to be met whilst carrying out the maintenance and repair of contact systems.

iii Safety assessment methods and techniques that are approved by the company.

iv Actions to minimise risk from hazards that can be taken within the limits of your authority and competence.

v Safety reporting procedures and documentation that are specified by the company.


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E42 Deal with risks arising from contingencies (CfRS /ECS 7.06)

Summary

This covers the immediate actions that need to be taken in the event of any incident and understanding their effect or implication on the safety of electrification and plant assets, the line, life and the environment.


You must:


b Call for expert help in the event of contingencies occurring, using warning systems as appropriate

c Take prompt and appropriate action to minimise risk of personal and third party injury as a first priority and then damage to property and equipment

d Follow shutdown and evacuation procedures promptly and correctlye Deal safely with dangers that can be contained using appropriate equipment and

materials, in accordance with organisational policy and procedures



2 The types of contingencies could be those affecting:a. Safety of the line b. Safety of life c. Safety of the environment

3 The actions to be taken will follow specified procedures such as those for:Contingencies a.• Protection of the line • Obstructions• Rapid response Contingencies b.• Security alert • Danger of electrocution• Trespass • Contacting of emergency servicesContingencies c.• Implementing flood procedures • Oil spillage• Fire

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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• The Health and Safety at Work Act • Safety Critical Work Regulations• Track access restrictions• Current rule book• Electrified lines working instructions• Manual handling regulations• RIDDOR• Safety sign regulations• Lifting Equipment Regulations• Provision and Use of Work Equipment Regulations • Fire regulations

ii First aid procedures that are specified by the company.

iii Evacuation procedures that are specified by the company.

iv Actions that can be taken to deal with the various contingencies including the advice and support to give when dealing with requests for rapid response.

v Ways of obtaining feedback on the support and advice provided.

vi Contingency reporting documentation and systems as specified by the company.

vii Reporting lines and procedures as specified by the company and must include those required for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems

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E43 Contribute to technical leadership on electrification and plant activities (CfRS/ECS 7.07)

Summary

This is about the provision of technical advice and guidance to others as well as analysing and helping to solve technical problems. The problems may be those associated either with physical resources or with the instructions issued. It will also include feedback to management on the suitability and feasibility of work.


You must:

a Work safely in accordance with the regulations for your work environmentb Assess work methods and procedures for their suitability and technical feasibilityc Anticipate potential problems and choose which action to take to deal with themd Provide colleagues with valid and up-to-date information, advice and guidance as

necessarye Analyse problems in full and choose effective solutions that will maintain the quality

and progress of the work

Scope of the unit

This should cover:

1 Colleagues and work groups that could include Senior Managers, Engineers, Clients, Contractors, Artisans.

2 Methods of providing information shall be in accordance with the client’s, and the company’s requirements, and could be:

• Verbal• Written• Diagrammatic• Electronic

3 Types of problems could be those associated with:

• Electrical systems• Mechanical systems• Gas & Water systems• Instruction and procedures

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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant sections of:• The Health and Safety at Work Act• Safety Critical Work Regulations• Electricity at Work Regulations• COSHH Regulations• Transport and Works Act (Alcohol and drugs) • Track access restrictions• Current rule book• Electrified lines working instructions• Provision and Use of Work Equipment Regulations • Manual handling regulations• Fire regulations


ii Planning methods and techniques that could include:• Computer based programmes• Diagrammatical plans• Resource estimating• Use of checklists• Maintenance specifications

iii Problem solving could include:• Identification of the problem areas• Equipment / Task knowledge • Recognised problem solving techniques• Logical Technical Approach

iv Presentation of information requirements as laid down by the company.

v Specifying procedures and guidelines that are laid down by the company, client, and statutory or mandatory bodies.


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E44 Contribute to the organisation of work activities (CfRS/ECS 7.08)

Summary

This covers the role of a supervisor or similar to manage the work of others thereby ensuring their health, safety, welfare and the quality and efficiency of their work.


You must:

a Identify, plan and record work methods and activities which make optimum use of resources

b Prioritise work activities to achieve objectives cost-effectively and efficientlyc Agree and record individual roles and group responsibilitiesd Seek advice from others to help resolve problemse Anticipate and show how changes to plans will be accommodatedf Make a record of agreed work plans and communicate the plans to all involved


1 The type of engineering activities can be any aspect of the maintenance or renewal of electrification and plant assets.

2 The complexity of activities could range from minor maintenance to major renewal or repair.

3 The level and extent of responsibility includes both your own safety and that of work colleagues. You will be expected to work within approved procedures and specifications and will be responsible for the quality of the work.

4 The methods of communicating activities can be formal and informal and may be written or oral.

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i Health and safety legislation, regulations and safe working practices and procedures that must include the relevant aspects of:• Safety Critical Work Regulations• The Health and Safety at Work Act • Track access restrictions• Current rule book• Electrified lines working instructions • Manual handling regulations• Lifting Equipment Regulations• Provision and Use of Work Equipment Regulations • Fire regulations

ii Planning methods and techniques including those relating to the lifting and moving of large and complex loads.

iii Information systems and procedures as specified by the company and the client.

iv Working relationships as expected by the company and the client in order to foster good teamwork.

v Communication methods and procedures as specified by the company and the client.

vi Reporting lines and procedures as specified by the company and must include those required for:• Line management reporting• Submission of forms and reports• Communicating with the client• Dealing with problems and disputes

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E45 Develop yourself in the work role (CfRS/ECS 8.01)

Summary

This covers the development of individuals within their job role and is concerned withfuture succession and advancement.


You must:

a Assess your current competence and areas for development using relevant techniques and processes

b Identify development objectives that are realistic and achievablec Review your performance and progress regularly and use the outcome to plan future

development activitiesd Seek constructive feedback and advice from others and use it to help you maintain and

improve your performancee Agree with line management the time and other resources needed to help you achieve

the development objectives


1 The assessment models, methods and techniques to be used will be those that are used by the company. This can include those that are used for:• Self assessment• Assessment for Competency requirements and for N/SVQ achievement• Professional development achievement

2 The sources of guidance will be those that are provided by the company and by other relevant organisations such as Trade Unions and professional bodies. Sources could include:• Training Managers and their staff• Line Managers• HR Department information sheets• Professional publications• Trade Union journals

Guidance could relate to:• Training opportunities• Good practice• Resources that are available

3 The setting of personal objectives will be a formal procedure. It will include objectives set by yourself and by agreement with line management. The objectives will relate to:• Professional development (including the learning of new skills and updating

existing skills)• Competency requirements• Achievement of N/SVQs

4 The methods of carrying out progress reviews will be those that are specified by the company. It will include the use of evidence that has been gathered for assessing competency requirements and (where agreed) for N/SVQ achievement.

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i Training and development opportunities that are available within the company and that are relevant to your job role and expectations.

ii Self-assessment models and techniques and how to identify your current level of competence.

iii How to set development objectives that are relevant to your work role and expectations.

iv Working relationships within the company and the responsibilities of others regarding your professional development.

v Reporting lines and procedures as specified by the company and must include those required for:• Line management reporting• Submission of forms, reports, and requests for training and other personal

development issues • Dealing with appeals and other problems

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E46 Contribute to effective working relationships (CfRS/ECS 8.02)

Summary

This covers the skills and abilities required to assist individuals to develop and maintaineffective working relationships with colleagues and managers.


You must:

a Establish and maintain productive working relationshipsb Deal with disagreements in an amicable and constructive way so that good

relationships are maintainedc Keep others informed about work plans or activities that affect themd Seek assistance from others in a polite and courteous way without causing undue

disruption to normal work activitiese Respond in a timely and positive way when others ask for help or information


1 The groups of people with which relationships should be maintained will include:• One’s own work team and immediate colleagues• Line management• Other departments• Client representatives• Members of the public that are making legitimate use of the company’s services

2 Communications will be formal and informal. They will include: • Oral communication• Written communication

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i How to create and maintain good working relationships. This includes knowing your role and responsibilities within the company and the limits of your own authority. It also includes being aware of the company’s expectations regarding working relationships.

ii Problems affecting relationships including an awareness of the company’s policy on equal opportunities and related matters.

iii Lines of communication and responsibilities within the company especially those for:• Reporting problems• Seeking advice and guidance• Submitting reports and requests for action

EVIDENCE REQUIREMENTS

This section specifies the evidence that Candidates mustshow when their performance and knowledge are being

assessed against these Occupational Standards.

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Unit E1: Read and extract information from standards, specifications and engineering drawings (CfRS/ECS 1.13)

Sufficient evidence must be collected to enable competence to be assessed against all the performance statements and their associated scope and the knowledge statements. The evidence must show that the Candidate achieves consistent acceptable performance.

Evidence must be the result of real work performance. Evidence from simulated activities is not acceptable for this standard.

Performance evidence must include examination of suitable documentation in respect of Performance statements ‘c’ and ‘d’. These examinations should be supported by witness testimony from appropriate people.

The remaining performance statements should be assessed by direct observation wherever possible. If not, it is acceptable to assess these statements through suitable historical evidence (APL/A) supported by personal accounts and questioning.

In scope statement 2, Candidates must show that they can deal with drawings and specifications for their area of work. This should cover all of the issues listed in the relevant part of scope statement 3.

Candidates must also convince their Assessor that they have the required knowledge and understanding. Where it is not clear from the performance evidence that this is the case, then questions can be used to gather the necessary evidence. The Awarding Body and/or the Assessment Centre will prepare set questions to assist this process.

Unit E2: Plan engineering activities (CfRS/ECS 1.19)



Performance evidence must include the examination of documentary evidence in respect of Performance statements ‘a’, ‘b’, ‘c’, ‘f’ and ‘g’. These examinations should be supported by the observation of natural performance, witness testimony from appropriate people, and by questioning.

The remaining performance statements should be assessed by the observation of natural performance or the examination of documentary evidence wherever possible. If not, it is acceptable to assess this statement through suitable historical evidence (APL/A) supported by personal accounts and questioning.

Candidates must demonstrate that they have a good understanding of all the issues listed in all the scope statements. In scope statement 2, competent performance must be observed for the production of method statements and contingency plans.


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Unit E3: Plan requirements for safe access for work on or near electrification and plant assets (CfRS/ECS 1.21)



Performance evidence must include the examination of documentary evidence in respect of performance statements ‘b’ and ‘c’. These examinations should be supported by the observation of natural performance, witness testimony from appropriate people, and by questioning.

The remaining performance statements should be assessed by the observation of natural performance or the examination of documentary evidence wherever possible. If not, it is acceptable to assess this statement through suitable historical evidence (APL/A) supported by personal accounts and questioning.

Candidates must demonstrate that they have a good understanding of all the issues listed in all the scope statements.


Unit E4: Supervise the use of allocated resources to achieve requirements (CfRS/ECS 1.26)



Performance evidence should include direct observation in respect of performance statement “d” if it is reasonably convenient to do so. If it is not practicable then suitable witness testimony supported by historical evidence (APL/A) can be used. Performance statement ‘b’ must be assessed through the examination of suitable documentary evidence.


Candidates must show that they can deal with all of the issues referred to in scope statement 3.


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Unit E5: Implement safe access systems for work on or near electrification and plant assets (CfRS/ECS 1.22)

Sufficient evidence must be collected to enable competence to be assessed against all the performance statements and their associated scope and the knowledge statements. The evidence must show that the Candidate achieves consistent acceptable performance


Performance evidence must include direct observation in respect of performance statements ‘a’, ‘b’, and c’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.

The remaining performance statements should be assessed by direct observation wherever possible. If not, it is acceptable to assess these statements through suitable historical evidence supported by personal accounts and questioning.

Candidates must demonstrate that they have adequate understanding of scope statements 1 and 2.

Candidates must produce acceptable performance evidence that they can communicate in all of the ways described in scope statements 4.


Unit E6: Accept and confirm responsibility for work equipment or electrification and plant assets (CfRS/ ECS 7.02)



Performance evidence must include the examination of suitable documentary evidence inrespect of all performance statements. These observations should be supported by witness testimony from appropriate people.

In scope statement 2, Candidates must demonstrate knowledge and understanding of the hand over procedures for the relevant aspect of electrification and plant assets.


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Unit E7: Prepare work sites and materials for electrification and plant activities (CfRS/ECS 2.10)



Performance evidence must include the examination of suitable documentary evidence in respect of performance statements ‘c’, ‘d’ and ‘e’. These observations should be supported by witness testimony from appropriate people.


Candidates must show that they understand the requirements for all the issues referred to in scope statement 3.


Unit E8: Prepare equipment for electrification and plant activities (CfRS/ECS 2.13)


Evidence should be the result of real work performance. Evidence from simulated activities is acceptable where shown.

Performance evidence should include direct observation of natural performance in respect of performance statement ‘c’. However this could be based on the observation of a simulated activity if necessary. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people. Performance statements ‘b’ and ‘e’ must be assessed through the examination of suitable documentary evidence.


Candidates must demonstrate an understanding of all relevant aspects of scope statements 2 and 4.


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Unit E9: Prepare work sites and loads for moving operations (CfRS/ECS 2.14)


Evidence must be the result of real work performance. Evidence from simulated activities is not acceptable for this Standard.

Performance evidence must include direct observation in respect of performance statement ‘d’ and ‘f’’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.


Candidates must demonstrate knowledge and understanding of all aspects of scope statements 3 and 4.


Unit E10: Set up and secure access structures (CfRS/ECS 4.03)



Performance evidence must include direct observation in respect of performance statements ‘c’ ‘d’ and ‘e’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.


Candidates must provide performance evidence, and demonstrate knowledge and understanding, of using all the aspects listed in scope statement 3.


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Unit E11: Position and secure temporary support structures (CfRS/ECS 4.05)



Performance evidence must include direct observation in respect of performance statements ‘a’ and ‘d’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.




Unit E12: Shape components by material removal using hand tools (CfRS/ECS 3.03)



Performance evidence must include direct observation in respect of performance statements ‘a’,’ c’, ‘d’ & ‘e’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.

The remaining performance statements should be assessed by direct observation wherever possible. If not, it is acceptable to assess these statements through a suitable mixture of other appropriate methods.

Candidates must provide performance evidence of being able to use all techniques in Scope 2 in order to achieve both items described in scope statement 3 using three different materials as stated in scope statement 5.


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Unit E13: Shape components by material removal using machine tools (CfRS/ECS 3.04)



Performance evidence must include direct observation in respect of performance statements ‘a’ and ‘d’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.


Candidates must provide performance evidence of being able to use all techniques in scope statement 2 in order to achieve both items described in scope statement 3 using three different materials as stated in scope statement 7.


Unit E14: Carry out manually applied pressure shaping operations on materials (CfRS/ECS 3.16)



Performance evidence must include direct observation in respect of performance statements ‘a’, ‘e’ and ‘f’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.


Candidates must provide performance evidence of being able to use all the techniques in scope statement 2. They must be able to do both the operations shown in scope statement 3 using all the materials as stated in scope statement 6.


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Unit E15: Carry out machine controlled pressure-shaping operations on materials (CfRS/ECS 3.06)



Performance evidence must include direct observation in respect of performance statements ‘a’, ‘d’ & ‘e’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.


Candidates must provide performance evidence of being able to use all the types of equipment shown in scope statement 2 and both materials as stated in scope statement 6.


Unit E16: Carry out manual casting operations (CfRS/ECS 3.07)



Performance evidence must include direct observation in respect of performance statements ‘a’, ‘b’ and ‘f’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.

The remaining performance statements should be assessed by direct observation wherever possible, If not, it is acceptable to assess these statements through a suitable mixture of other appropriate methods.

Candidates must provide performance evidence of being able to deal with the issues raised in scope statements 2 and 5.


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Unit E17: Use manually controlled thermal processes to join materials (CfRS/ECS 3.09)



Performance evidence must include direct observation in respect of performance statement ‘a’, ‘e’ and ‘f’. These observations should be supported by the examination of suitable documentary evidence and witness testimony from appropriate people.


Candidates must provide performance evidence of being able to use all the processes, procedures and equipment shown in scope statements 2 and 3. They must know how to use all the materials shown in scope statement 5 and how to take account of all the conditions shown in scope statement 6.


Unit E18: Use adhesives to join materials (CfRS/ECS 3.11)

Sufficient evidence must be collected to enable competence to be assessed against all the performance statements and their associated scope and the knowledge statements. The evidence must show that the Candidate achieves consistent acceptable performance Evidence must be the result of real work performance. Evidence from simulated activities is not acceptable for this standard.

Performance evidence must include direct observation in respect of performance statement ‘a’, ‘e’ and ‘g’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.

The remaining performance statements should be assessed by direct observation if possible. If not, it is acceptable to assess these statements through a suitable mixture of other appropriate methods.

Candidates must provide performance evidence of being able to use all processes and techniques in scope statement 2 in order to bond at least three parent materials shown in scope statement 6. They must know how to use all the bonding agents, and equipment and devices shown in scope statements 7 and 8.


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Unit E19: Carry out moulding and laying- up of materials (ECS 3.05)



Performance evidence must include direct observation in respect of performance statements ‘a’, ’e’ and ‘f’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.


Candidates must provide performance evidence of being able to use all techniques in scope statement 2. They must be able to perform all the operations in scope statement 3 and be able to use all the materials stated in scope statement 6.


Unit E20: Assemble components to meet requirements (CfRS/ECS 3.12)



Performance evidence must include direct observation in respect of performance statements ‘a’, ‘b’, ‘c’, ‘d’ and ‘f’. These observations should be supported by the examination of suitable documentary evidence and the completed tasks.


Candidates must provide performance evidence of having to deal with one of the three aspects described in scope statement 4.


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Unit E21: Apply surface finishing treatments (CfRS/ECS 3.14)



Performance evidence must include direct observation in respect of performance statements ‘a’, ‘ b’, ‘d’ & ‘e’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.


Candidates must provide performance evidence of being able to use both techniques in scope statement 1. They must be able to do all the preparations shown in scope statement 3 using three different materials as stated in scope statement 5.


Unit E22: Operate items of work equipment and electrification and plant assets that are computer controlled (CfRS /ECS 3.01)


Evidence should be the result of real work performance. Evidence from simulated activities is acceptable where shown.

Performance evidence must include direct observation in respect of performance statement ‘c’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people. Performance statement “d” can be assessed through a simulated activity if necessary.


Candidates must demonstrate knowledge and understanding of all aspects of scope statement 2.


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Unit E23: Move loads (CfRS/ECS 4.08)



Performance evidence must include direct observation in respect of all the performance statements. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.

Candidates must provide performance evidence, and demonstrate knowledge and understanding of using at least five types of equipment listed in scope statement 3.


Unit E24: Install electrification and plant assets (CfRS/ECS 4.02)



Performance evidence must include direct observation in respect of performance statements ‘c’, ‘d’ and ‘e’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.

The remaining performance statements should be assessed by direct observation wherever possible. However it is acceptable to assess these statements through suitable historical evidence (APL/A) supported by personal accounts and questioning.

In scope statements 2 and 4, Candidates must provide performance evidence and knowledge and understanding that is relevant to the aspect of electrification and plant that they are working on.


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Unit E25: Configure electrification and plant assets for operational use (CfRS/ECS 4.01)

Sufficient evidence must be collected to enable competence to be assessed against all the performance statements and their associated scope, and the knowledge statements. The evidence must show that the Candidate achieves consistent acceptable performance.


Performance evidence must include direct observation in respect of performance statements ‘a’,’ c’ and ‘e’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.


In scope statements 2 and 4, Candidates must provide performance evidence and knowledge and understanding that are relevant to the aspect of electrification and plant that they are working on.


Unit E26: Inspect work equipment and electrification and plant assets (CfRS/ECS 6.06)

Sufficient evidence must be collected to enable competence to be assessed against all the performance statements and their associated scope, and the knowledge statements. The evidence must show that the Candidate achieves consistent acceptable performance


Performance evidence must include direct observation in respect of performance statements ‘a’,’ ‘b’, ‘c’, ‘d’, ‘e’, ‘f’ and ‘g’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.

Performance statement ‘h’ should be assessed suitable historical evidence (APL/A) supported by personal accounts and questioning.

In scope statement 2, Candidates must demonstrate knowledge and understanding of the relevant aspect of electrification and plant assets to be inspected. In Scope statement 3, candidates must demonstrate knowledge and understanding of all types of checks.


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Unit E27: Carry out testing of work equipment and electrification and plant assets (CfRS/ECS 6.02)



Performance evidence must include direct observation in respect of performance statements ‘a’, ‘c’ and ‘d’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.


In scope statement 2, Candidates must demonstrate knowledge and understanding of the relevant aspect of electrification and plant assets to be tested. In scope statement 4, candidates must demonstrate knowledge and understanding of all types of tests.


Unit E28: Analyse test results to determine the performance and condition of electrification and plant assets (CfRS/ECS 6.05)



Performance evidence must include direct observation in respect of performance statements ‘b’, ‘d’ and ‘f’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.


In scope statement 2, Candidates must demonstrate knowledge and understanding of the relevant aspects of electrification and plant assets. In scope statement 3, candidates must demonstrate knowledge and understanding of all types of data.


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Unit E29: Diagnose faults in work equipment and electrification and plant assets (CfRS/ECS 6.08)



Performance evidence must include direct observation in respect of performance statement ‘d’. These observations should be supported by witness testimony from appropriate people and questioning of the Candidate. Performance statements ‘g’ and ‘h’ must be assessed through the examination of suitable documentary evidence. These examinations should be supported by witness testimony from appropriate people and questioning of the Candidate.


In scope statement 2, Candidates must demonstrate competent performance for the relevant aspect of the electrification and plant asset being worked on. In Scope statement 3, Candidates must demonstrate an ability to deal with both types of tests. In scope statement 4, Candidates must provide performance evidence and knowledge and understanding of all the aspects listed.


Unit E30: Carry put planned preventative maintenance procedures (CfRS/ECS 5.01)



Performance evidence must include direct observation in respect of performance statements ‘a’, ‘b’, ‘c’ and ‘d’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.

Performance statements ‘e’, ‘f’ and ‘g’ should be assessed by direct observation wherever possible. If not, it is acceptable to assess these statements through suitable historical evidence (APL/A) supported by personal accounts and questioning.

In scope statement 2, competent performance must be observed in the basic maintenance requirements for the relevant aspect of electrification and plant maintenance.

Candidates must produce acceptable performance evidence that they can meet all of the requirements described in scope statement 3.

Candidates must also convince their Assessor that they have the required knowledge and understanding. Where it is not clear from the performance evidence that this is the case,

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then questions can be used to gather the necessary evidence. The Awarding Body and/or the Assessment Centre will prepare set questions to assist this process.

Unit E31: Adjust electrification and plant assets to meet operating requirements (CfRS/ECS 5.02)



Performance evidence must include direct observation in respect of performance statements ‘a’, ‘b’, ‘c’, ‘d’ and ‘e’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.

Performance statement ‘g’ should be assessed by the examination of suitable documentary evidence. Performance statement ’f’ should be assessed through direct observation if it is reasonably convenient to do so. However it is acceptable to assess these statements through suitable historical evidence (APL/A) supported by personal accounts and questioning.

In scope statement 2, competent performance must be observed in the adjustment requirements for the relevant aspect of electrification and plant assets.


Unit E32: Remove components from electrification and plant assemblies or sub-assemblies (CfRS/ECS 5.03)



Performance evidence must include direct observation in respect of Performance statements ‘a’, ‘d’, ‘e’ and ‘f’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.


In scope statement 2, competent performance must be observed in the removal of components for the relevant aspect of electrification and plant assets.

Candidates must produce acceptable performance evidence that they can meet all of the requirement described in scope statement 3.

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Unit E33: Replace electrification and plant assembly or sub assembly components (CfRS/ECS 5.04)



Performance evidence must include direct observation in respect performance statements ‘e’ and ‘f’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.


In scope statement 2, Candidates must provide performance evidence and demonstrate knowledge and understanding of working on the relevant aspect of electrification and plant assets. In Scope statement 3, Candidates must provide performance evidence and demonstrate knowledge and understanding of all the aspects listed.


Unit E34: Determine the feasibility of an electrification and plant component repair (CfRS/ECS 5.05)



Performance statement ‘d’ must be assessed through the examination of suitable documentary evidence. These examinations should be supported by witness testimony from appropriate people and questioning of the Candidate.

The remaining performance statements should be assessed by direct observation where possible. However it is acceptable to assess these statements through suitable historical evidence (APL/A) supported by personal accounts and questioning.

In scope statement 2, Candidates must demonstrate competent performance for the relevant aspect of the electrification and plant aspect being worked on. In scope statement 3, candidates must demonstrate competent performance for both temporary and permanent repairs.

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Unit E35: Restore electrification and plant components to operational condition by repair (CfRS/ECS 5.06)



Performance evidence must include direct observation in respect of performance statements ‘d’ and ‘e’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people. Performance statement ‘f” must be assessed through the examination of suitable documentary evidence.

The remaining performance statements should be assessed by direct observation wherever possible. If not, where possible. However it is acceptable to assess these statements through suitable historical evidence (APL/A) supported by personal accounts and questioning.

In scope statement 2, Candidates must demonstrate competent performance in the relevant aspect of electrification and plant asset being worked on. In scope statement 3, candidates must demonstrate competent performance in all of the types of repairs listed.


Unit E36: Dismantle and remove access structures (CfRS/ECS 4.04)



Performance evidence must include direct observation in respect of performance statements ‘c’, ‘d’ and ‘e’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.


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Candidates must provide performance evidence, and demonstrate knowledge and understanding, of using all the aspects listed in Scope statement 3.


Unit E37: Dismantle temporary electrification and plant arrangements and equipment (CfRS/ ECS 4.06)



Performance evidence must include direct observation in respect of performance statements ‘a’,’ b’ and ‘c’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.




Unit E38: Dismantle electrification and plant arrangements and equipment (CfRS/ECS 4.07)



Performance evidence must include direct observation in respect of performance statements ‘b’,’ c’, ‘d’, ‘e’ and ‘f’. These observations should be supported by the examination of suitable documentary evidence and witness testimony from appropriate people.

The remaining performance statement should be assessed by direct observation wherever possible. If not, it is acceptable to assess this statement through suitable historical evidence (APL/A) supported by personal accounts and questioning.

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Candidates must demonstrate knowledge and understanding of all aspects of scope statement 4.


Unit E39: Reinstate the work area after electrification and plant activities (CfRS/ECS 2.15)



Performance evidence must include direct observation in respect of performance statements ‘b’ and ‘c’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.


Candidates must demonstrate knowledge and understanding of all aspects of scope statements 2 and 3.


Unit E40: Hand over responsibility for work equipment or electrification or plant assets to others (CfRS/ECS 7.03)



Performance evidence must include the examination of suitable documentary evidence in respect of all the performance statements. These observations should be supported by witness testimony from appropriate people.

In scope statement 2, Candidates must demonstrate knowledge and understanding of the hand over procedures for the relevant aspect of electrification and plant assets.

Candidates must also convince their Assessor that they have the required knowledge and understanding. Where it is not clear from the performance evidence that this is the case,

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then questions can be used to gather the necessary evidence. The Awarding Body and/or the Assessment Centre will prepare set questions to assist this process.

Unit E41: Minimise risks to life, property and the environment (CfRS/ECS 7.05)


Evidence should be the result of real work performance. Evidence from simulated activities may be acceptable for performance statements ‘b’ and ‘c’.

The remaining performance statements should be assessed by direct observation wherever possible. If not, where possible. However it is acceptable to assess these statements through suitable historical evidence (APL/A) supported by personal accounts and questioning.

In scope statements 3 and 5, Candidates must demonstrate an awareness of all the aspects listed.


Unit E42: Deal with risks arising from contingencies (CfRS/ECS 7.06)


Evidence should be the result of real work performance. Evidence from simulated activities may be acceptable for performance statements ‘b’,’ c’, ‘d’ and ‘e’.

These performance statements should be supported by evidence from suitable historical evidence (APL/A) supported by personal accounts and questioning.

In scope statement 2, candidates must demonstrate knowledge and understanding of a) and an appreciation of b) and c). In Scope statement 3, Candidates must demonstrate knowledge and understanding of all contingencies listed.


Unit E43: Contribute to technical leadership on electrification and plant activities (CfRS/ECS 7.07)


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Evidence should be the result of real work performance. Evidence from simulated activities may be acceptable for performance statements ’b’, ‘c’ and ‘e’. These performance statements can also be assessed through the use of projects and assignments.

The performance statements should be supported by witness testimony from appropriate people.

In scope statement 2, Candidates must demonstrate knowledge and understanding of all the methods of providing information. They should be aware of how to deal with all types of problems shown in scope statement 3.


Unit E44: Contribute to the organisation of work activities (CfRS/ECS 7.08)


Evidence should be the result of real work performance. Evidence from simulated activities may be acceptable for performance statements ‘a’, ‘b’, ‘e’ and ‘f’. These performance statements can also be assessed through the use of projects and assignments.

Performance evidence must include direct observation in respect of performance statements ‘a’, ‘c’ and ‘f’. These observations should be supported by the examination of suitable documentary evidence, and witness testimony from appropriate people.


Candidates must show that they can deal with all of the issues referred to in the four scope statements.


Unit E45: Develop yourself in the work role (CfRS/ECS 8.01)



124

It is expected that performance evidence for this unit will be gathered as the Candidate works towards his/her N/SVQ or other personal professional development objectives. Therefore it is unlikely that any additional assessment occasions will be needed.


Unit E46: Contribute to effective working relationships (CfRS/ECS 8.02)



It is expected that performance evidence for this unit will be gathered as the Candidate works towards his/her N/SVQ or carries out normal work activities. Therefore it is unlikely that any additional assessment occasions will be needed.

Candidates must also convince their Assessor that they have the required knowledge and understanding. Where it is not clear from the performance evidence that this is the case, then questions can be used to gather the necessary evidence. The Awarding Body and/or the Assessment Centre may prepare set questions to assist this process.

CfRS Electrification and Plant - City and Guilds · PDF fileElectrification and Plant ......

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