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Construction and the built environmentLevel 2Green occupationOCC0617 · ST0617

Facilities services operative

Facilities management operative or supervisor · Technical · Building Services Engineering

The official framework — 102 requirements.

Every Knowledge, Skill and Behaviour below is the verbatim regulatory text of the Facilities services operative 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 (53)

What the apprentice must understand

  • K1

    Legislative requirements and responsibilities relating to health and safety, access & inclusion, manual handling, working at heights, hazardous substances (COSHH), reporting of injuries, diseases etc (RIDDOR)

  • K2

    Other legislative requirements and responsibilities e.g. food safety, employment rights and responsibilities, data protection, equality, diversity and inclusion

  • K3

    The distinctions between Hard FM (maintenance), Soft FM (support services), Total or Integrated FM and its contribution to an organization

  • K4

    The roles and responsibilities of FM technical experts (e.g. contractors, engineers, surveyors etc)

  • K5

    The roles and responsibilities of those within the FM reporting structure

  • K6

    HSE Five steps to risk assessment

  • K7

    The requirements of the emergency and evacuation procedures

  • K8

    Good practice in risk management in the FM industry e.g. security, access and inclusion

  • K9

    The limits of their personal authority and competence

  • K10

    Risk-related information requirements and those of the FM risk register

  • K11

    The features and purpose of effective customer service

  • K12

    The functioning of FM services and their interrelationships

  • K13

    The range of FM contracts and Service Level Agreements (SLAs) including customers’ performance standards

  • K14

    The role of customer feedback in providing customer service

  • K15

    How the requirements of the contract/SLA with the customer is used to manage their expectations

  • K16

    The features of a complaints procedure and typical timescales

  • K17

    The purpose of keeping customers informed of developments, issues and delays

  • K18

    How innovation and change can support good customer relationships

  • K19

    Customers’ and organizational corporate social responsibility and sustainability policies and requirements e.g. environmentally-friendly initiatives; “People, Planet, Profit"

  • K20

    The contribution of FM to support sustainability (good practice, profitability, cost-savings, quality enhancements)

  • K21

    Trends in FM of sustainable practice e.g. well-being, safeguarding

  • K22

    The contribution of soft FM services to an organization (value to customers, profitability, cost-savings, quality enhancements)

  • K23

    The factors to be taken into account n costing the delivery of an FM service

  • K24

    The features of a Service Level Agreement (SLA)

  • K25

    How to report inefficiencies and defects and suggest improvements

  • K26

    The impact of feedback in a service industry

  • K27

    The requirements of relevant SOPs

  • K28

    Types and sources of FM-related information (e.g. on health and safety, energy usage, efficiency of heating and lighting systems, security and access systems)

  • K29

    The uses of FM-related information (e.g. identifying recurrent problems, performance management, cost, efficiency, quality, continuous improvement etc)

  • K30

    The nature and benefits of improvements to an FM business (value to customers, sustainability, environmental, profitability, cost-savings, quality enhancements)

  • K31

    The features of the FM improvement cycle

  • K32

    How to use software such as Word, spreadsheets, email, internet. communications systems and FM-specific software e.g. Building Management Systems (BMS), I.D card systems and facilities helpdesk and how they support the FM function

  • K33

    The functioning of the access management system (health and safety, security, front-of-house) including egress

  • K34

    The planned maintenance programme and how it affects the front-of-house

  • K35

    Why it is necessary to understand the layout of the facility and any internal access restrictions (e.g. security restrictions, management of deliveries and contractors, access and inclusion, risk management)

  • K36

    How to carry out a conditions survey (e.g. taking photos, checking furniture and fittings etc) and prepare reports

  • K37

    The different role of those involved in the organisation of events (e.g. security, marketing, IT, hospitality and catering outsourced organisations etc.)

  • K38

    The way in which communication used in the front of house function influences visitors' perception of an organisation

  • K39

    The contribution of hard FM to an organization (value to customers, profitability, cost-savings, quality enhancements)

  • K40

    The difference between and requirements of planned preventative maintenance (PPM) and reactive maintenance

  • K41

    The risks and hazards associated with maintenance activities and their consequences if realized

  • K42

    The use of Building Management Systems (BMS) and operation and maintenance systems manuals to maintain specified operating conditions

  • K43

    The interrelationship and need for collaboration between the Mechanical & Engineering and the FM function

  • K44

    The purpose and features of personal performance measurement processes e.g. appraisals, one-to-ones

  • K45

    The requirements of a personal development plan

  • K46

    Training interventions available to support the development of FM competence and knowledge

  • K47

    Sources of information e.g. trade magazines, professional body

  • K48

    The features of effective reflective practice and the impact of personal behaviours

  • K49

    The way in which an organization’s mission, vision and values affect its operations

  • K50

    The purpose of establishing good customer relations and the features of effective customer relationships

  • K51

    The advantages and disadvantages of different methods of communication

  • K52

    The stages of a project, roles and responsibilities within a project

  • K53

    The project management tools that are used in the project

Skills (43)

What the apprentice must be able to do

  • S1

    Comply with relevant health, safety and environmental legislation (Health and Safety at Work etc Act 1974) e.g. logging incidents, posting/distributing health and safety notices, checking fire extinguishers, fire alarms, confirming that checks have been carried out, use of PPE

  • S2

    Comply with other relevant legislation e.g. food safety, employment rights and responsibilities, data protection, equality, diversity and inclusion

  • S3

    Comply with standard operating procedures (SOPs) e.g. permits to work, contractor risk assessments, safe systems of work, site inductions

  • S4

    Carry out health and safety checks in accordance with SOPs

  • S5

    Report the findings of health and safety checks in accordance with SOPs

  • S6

    Identify risks, hazards and threats to people, property and premises in accordance with SOPs

  • S7

    Act on the findings of health and safety checks in accordance with SOPs

  • S8

    Implement site emergency and evacuation procedures in accordance with SOPs e.g. acting as emergency evacuation marshal, submitting evacuation plans and reports/audits

  • S9

    Report on the actions taken in accordance with SOPs

  • S10

    Collaborate with other colleagues (e.g. security officers, cleaning operatives, receptionists, engineers and catering staff) in accordance with SOPs

  • S11

    Respond to customers’ queries and incidents in accordance with SOPs

  • S12

    Take action that is appropriate to the nature of the FM query (e.g. clarifying straightforward contractual/SLA queries, referrals/escalation)

  • S13

    Deal with complaints in accordance with SOPs

  • S14

    Keep customers informed of developments, issues and delays in accordance with SOPs

  • S15

    Apply policies in sustainability and corporate social responsibility in accordance with SOPs

  • S16

    Identify areas for improvement in sustainable and corporate social responsibility performance in accordance with SOPs

  • S17

    Make practicable suggestions for improvements to corporate social responsibility performance in accordance with SOPs

  • S18

    Operate the stock management system in accordance with SOPs e.g. stock checking, replenishment, stock ordering

  • S19

    Confirm the correct functioning of equipment used to deliver FM services in accordance with SOPs (e.g. franking machines, reprographics equipment, cleaning equipment, vending machines, catering trolleys, radios, walkie-talkies etc.)

  • S20

    Report the findings of premises and equipment inspections in accordance with SOPs

  • S21

    Carry out quality assurance checks in accordance with SOP's to ensure that FM services are delivered to the required standard.

  • S22

    Deal with feedback or escalate issues beyond their level of authority in accordance with SOP's

  • S23

    Collect FM-related information from a variety of sources (e.g. from BMS, helpdesk or in-house systems) in accordance with the task specification

  • S24

    Collate FM and health and safety information as specified (e.g. preparing preliminary reports such as energy usage and sustainability, heating systems, lighting systems, security and access systems) in accordance with the task specification

  • S25

    Identify and report on opportunities for improvement from information collected in accordance with the task specification using appropriate software applications and communication platforms

  • S26

    Provide support to the access management system in accordance with SOPs (e.g. ID checks, key authorization, security marking, security access data, building security alarm systems (access, CCTV etc)

  • S27

    Ensure communal areas meet required standards of cleanliness and presentation in accordance with SOPs (e.g. cleanliness checks, keeping the area tidy and free from hazards, maintaining the currency of publicity displays, dealing with post, deliveries and laundry, acting as a traffic marshal, removing rubbish etc)

  • S28

    Greet and treat visitors in accordance with SOPs

  • S29

    Ensure service areas are maintained in accordance with SOPs for cleanliness and hygiene (e.g food preparation areas, control rooms, compactors and refuse areas)

  • S30

    Support others through the provision of reception services, events organisation, hospitality and catering, room set-up and restoration in accordance with SOPs and the task specification

  • S31

    Report issues and problems in accordance with SOPs

  • S32

    Log jobs and arrange for repairs and engineering maintenance in accordance with SOPs

  • S33

    Carry out inspections of premises and facilities to ensure the correct functioning of buildings and plant equipment in accordance with SOPs e.g. access systems, temperature checks, repairs carried out

  • S34

    Carry out minor repairs and maintenance or ensure that they have been carried out in accordance with SOPs e.g. changing toner, changing batteries, replenishing stationary, PPM audits

  • S35

    Report the correct operation of FM buildings and equipment in accordance with SOPs

  • S36

    Keep asset registers up-to-date (checks, reconciliation, record keeping) in accordance with SOPs

  • S37

    Complete and keep up-to-date personal development plans

  • S38

    Keep FM-related skills up-to-date

  • S39

    Keep FM-related knowledge up-to-date

  • S40

    Manage customer expectations in accordance with SOPs and organizational expectations

  • S41

    Communicate with customers confidently and clearly using communication methods that are appropriate to the situation in accordance with organizational expectations

  • S42

    Support the project team constructively and in a way that engenders positive relationships in accordance with organizational expectations

  • S43

    Report on the extent that objectives have been met and escalate any issues in accordance with organizational expectations

Behaviours (6)

How the apprentice must conduct themselves

  • B1

    Customer focus

  • B2

    Team working

  • B3

    Personal effectiveness

  • B4

    Attention to detail

  • B5

    Honesty

  • B6

    Adaptability

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.