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Construction and the built environmentLevel 6Green occupationOCC0410 · ST0410

Senior and head of facilities management

Facilities management professional · Professional · Building Services Engineering

The official framework — 29 requirements.

Every Knowledge, Skill and Behaviour below is the verbatim regulatory text of the Senior and head of facilities management (integrated degree) apprenticeship standard (v1.0). On EngTree, each one becomes a node — verified knowledge entries, training modules and End-Point Assessment evidence all map back to it.

Knowledge (11)

What the apprentice must understand

  • K1

    Requirements of strategic asset management; requirements of an occupancy strategy; option appraisal techniques; ergonomics

  • K2

    Service delivery requirements; service delivery models & their implications; analysis & interpretation of data (trends in FM services & delivery models; quantitative & qualitative analysis)

  • K3

    Drivers to compliance; relevant legislation; calculating cost & consequences of compliance and non-compliance; risk management techniques; governance requirements; how to establish monitoring arrangements; risk evaluation; development of risk mitigation plans

  • K4

    Functionality & limitations of management information solutions; how to validate & extract information from data sources; flow of information within an organization; ISO 41001 (international FM standard); “smart building” technology, data analysis and operation; strategic quality management approaches

  • K5

    Scope of FM; trends in FM & FM profession; strategic planning techniques; contribution of FM to the success of an organization and the economy; FM delivery plans for a range of contexts; stakeholder management

  • K6

    Characteristics & uses of programme management theories and techniques (schedule, scope, contract, financial, risk, time, cost, quality, resource and integrative management); strategic impact of change on FM services and teams

  • K7

    How to analyse the links between organizational strategies and plans; FM-related risks and BCP requirements

  • K8

    FM resource, capacity and succession planning; FM technical leadership and management; HR-related legislation affecting the FM function; employee relations

  • K9

    How income is generated in FM; interpretation of financial reports; business planning technique; setting & managing budgets; how to evaluate financial performance; use of capital and revenue budgets

  • K10

    FM procurement policy and practices and their implementation within an overall procurement framework; types of contract (local, organization- wide, formal, informal); contract management techniques

  • K11

    Compliance requirements and their impact on FM; relationship between CSR activities & FM business objectives

Skills (11)

What the apprentice must be able to do

  • S1

    Manage portfolios of FM property assets strategically (develop property management strategy; evaluate, monitor and control premises, fabric & building services; identify value creation opportunities)

  • S2

    Lead on FM service delivery and identify opportunities for innovation that create value (evaluate scope and effectiveness of FM service delivery; determine its feasibility; evaluate effectiveness of FM service delivery and innovation)

  • S3

    Scope and evaluate the extent and nature of FM compliance requirements and recommend actions that address the shortfalls (assess risks and implications of non-compliance; differentiate compliance-related accountabilities; monitor and report on compliance performance)

  • S4

    Evaluate FM management information systems to develop FM knowledge and enable quality management (evaluate effectiveness of FM information systems; make recommendations for improvement; develop FM quality management strategy, policies, plans and procedures)

  • S5

    Develop and implement FM strategy and policy for a portfolio of FM services (analyse internal & external environment; ensure policies are ethical, sustainable and aligned with the strategy; evaluate effectiveness of FM stakeholder arrangements)

  • S6

    Apply change and programme management techniques in an FM context (scope need for change; assess strategic impact of change; develop change management plans; evaluate effectiveness of change)

  • S7

    Develop and evaluate FM business continuity plans (BCP) (scope and role of FM in BCP; test & evaluate effectiveness of BCP plans)

  • S8

    Lead and develop the FM workforce to manage assets and deliver services (manage teams to achieve FM objectives; evaluate personal effectiveness; plan & resource teams)

  • S9

    Develop and implement FM operational business plans and budgets (evaluate commercial impact of decisions; analyse implications of improvements; address FM function budget variances)

  • S10

    Procure FM-related goods and services and manage FM supplier and/or contract performance, driving through efficiency and value for money in the supply chain (evaluate effectiveness of procurement arrangements; evaluate supplier proposals; agree contracts; monitor contracts; manage supplier performance)

  • S11

    Develop and evaluate a Corporate Social Responsibility (CSR) plan aligned with the corporate FM strategy (evaluate social, economic, environmental & ethical responsibilities; implement & evaluate CSR plan; promote CSR activities; encourage innovation in CSR in FM function)

Behaviours (7)

How the apprentice must conduct themselves

  • B1

    Work in partnership with others for the common good

  • B2

    Anticipating and responding to others’ needs and influencing them to enhance performance

  • B3

    Aim for a higher level of excellence

  • B4

    Work for the greater good and not sacrifice high standards for immediate gain or personal benefit

  • B5

    Foster the growth of themselves and others, inspiring them to exceed their personal and professional goal

  • B6

    Approach work in an orderly way

  • B7

    Exceed customer expectations and add value

This framework is where Pathways
meets verified knowledge.

Scenarios practise these requirements. Verified entries teach them. The evidence portfolio proves them. One spine, three surfaces.