e assessment pack highfi - highfield qualifications · habc level 2 certificate in locksmithing...

HABC Level 2 Certificate in

Locksmithing (QCF)

Qualification Number: 600/5841/9

Assessment Pack

Highfield Place

Unit 15 Shaw Wood

Business Park

Shaw Wood Way

Wheatley Hills

Doncaster

South Yorkshire

DN2 5TB

United Kingdom

Tel +44 08452260350

Tel +44 01302363277

Fax +44 08452260360

[email protected]

www.highfieldabc.com

Version 1 January 2014

ww

w.h

igh

fie

lda

bc.

com

Highfield House

Heavens Walk

Lakeside

Doncaster

South Yorkshire

DN4 5HZ

United Kingdom

Tel +44 08452260350

Tel +44 01302363277

Fax +44 08452260360

[email protected]

www.highfieldabc.com

HABC Level 2 Certificate in Locksmithing (QCF)

Contents

Introduction ………………………………………………………………………………..……………… 3

Supporting Documentation - Guidance ………………………………………………………. 4

Supporting Documentation - Qualification Specific

• Unit Achievement Summary Sheet ……………………………………………………. 5

• Specimen Signature Sheet …………………………………………………………………7

• Assessment/Action Plan Sheet ………………………………………………………….. 8

• Assessment Record Sheet ………………………………………………………….……… 9

• Assessment Feedback Sheet……………………………………………………………….10

• Evidence Tracking Sheets …………………………………………………………..……… 11

HABC Level 2 Certificate in Locksmithing (QCF) 3

Introduction

Welcome to the HABC Level 2 Certificate in Locksmithing (QCF) Assessment Pack. This pack has been

put together to help learners compile and keep track of evidence to support the successful

completion of the qualification.

Assessors must ensure that the learner’s portfolio sufficiently covers all learning outcomes and

assessment criteria as defined in each unit of the qualification. All unit details are listed in the

Qualification Specification which is available to download from the HABC website.

The evidence collected to make up the portfolio will be in a variety of formats. Assessors are

responsible for ensuring learners compile their portfolio correctly by gathering evidence for each

unit that is both adequate and suitable for the requirements of the unit/qualification.

Suggested types of evidence for this qualification include the following all of which could be

gathered in the classroom, the workplace or at home:

• Observation;

• Questions;

• Products of work;

• Professional discussion;

• Witness testimonies;

• Learning logs; and

• Video or audio recordings.


Supporting Documentation - Guidance

This pack includes a number of supporting forms for Centres to use. Guidance on each of the forms

is included below. If Centres have and wish to use their own forms, these must be approved by the

Quality Support team at HABC or your EQS officer prior to running a course.

Unit Achievement Summary Sheet

The unit achievement summary sheet provides an overview of the units contained within the

qualification and permits learners, assessors and internal quality assurance officers to track progress

through the qualification. This sheet also acts to confirm learner achievement of the qualification –

certification sign off.

Specimen Signature Sheet

All individuals involved in the assessment process must sign the example specimen signature sheet.

This includes any witnesses, assessors, the learner themselves and the EQS.

Assessment/Action Plan Sheet

This action plan is an example form that assessors can use when planning with the learner what they

must achieve by the next assessment visit. These plans are to be written and agreed with the

learner, ensuring both parties are aware of what is required for the following assessment visit.

It is recommended that the appropriate Assessment Criteria the learner is intending to cover are

listed in the first column, with a planned action for the learner to complete by a set deadline in the

second and third columns. All agreed actions will be reviewed on the following assessment visit and

new actions will then be established and further action plans developed.

Assessment Record Sheet

The assessment record can be used to record all types of assessor decisions. The record can be used

for more than one type of evidence and should provide an audit trail for each visit with the learner.

The original document should be held by the Centre in a separate location to the learner’s portfolio,

in case the portfolio is lost. A copy should be placed in the learner’s portfolio so that they are aware

of progress towards the completion of the unit and/or qualification.

Evidence Tracking Sheet

These sheets are provided to help learners and assessors keep track of the progress each learner is

making in completing their portfolio. They are designed to show, at a glance, what a learner has

already covered and what there is left to do to complete a unit.

This document can also be used as a table of contents for the evidence contained in the portfolio. It

will signpost where each item of evidence is located and therefore make it easier for tutors/

assessors, IQA and EQS to check and assess.

A sample completed tracking sheet has been included for your reference. HABC has also included

tracking sheets for the units contained in this qualification.


5

Unit Achievement Summary Sheet


Qualification Structure

In order to achieve the Level 2 Certificate in Locksmithing (QCF), learners must achieve a minimum of 31 credits overall.

Learners must achieve all units in the mandatory group, a minimum of 3 credits from Optional Group A and a minimum of 11 credits from Optional Group B.

Mandatory

Tick

box Unit Level

Credit

Value Date of completion

� Reducing the risks to health and safety at work 2 2

� Communicate effectively with others 2 2

� Conduct dynamic risk assessments during locksmith activities 2 2

� Key system design and lock assembly 2 6

� Cut and provide keys 2 5

Optional Group A (Learners must achieve a maximum of 5 credits from this group.)

Tick

box Unit Level

Credit


Prepare and maintain equipment and machines 3 3

Meet customers’ needs for locksmith information and advice 2 2

Maintain security of customers’ keys and records during locksmith activities 1 1


Optional Group B (Learners must achieve a minimum of 2 credits from this group.)

Tick

box Unit Level

Credit


Provide a complex quotation for security devices and door hardware 3 7

Provide a simple quotation for security devices and door hardware 2 5

Survey sites to collect information for the specification, installation and maintenance of

security devices and door hardware

2 6

Diagnose and rectify faults on security devices and door hardware 2 6

Open security devices to gain access to property and equipment 2 7

Install security devices and door hardware 2 7

Barred units (Learners can take only one of the following two Optional Group B units.)

Unit Level Credit

Value

Provide a complex quotation for security devices and door hardware 3 7

Provide a simple quotation for security devices and door hardware 2 5

Declaration

I confirm that the evidence provided by the Learner has been produced and authenticated in accordance with the assessment specification for this qualification

and that the assessment was carried out under the specific conditions for the qualification.

Assessor Signature Date:

IQA Signature

(if sampled) Date:

EQS Signature

(if sampled) Date:


Specimen Signature Sheet

Learner Assessor

Date Location

Name Designation e.g.

Assessor, EQS

Specimen Signature Specimen

Initials

Contact

Number


Assessment/Action Plan Sheet

Learner

Name

Assessor

Name

Target set Learning

Outcome/

Assessment

Criteria

Agreed activity/evidence Target date Assessment

Method Target Achieved

Completed (assessor signature)

Learner

Signature Date

Planned

next visit:

Assessor

Signature Date


Assessment Record Sheet

Learner Assessor

Date Location

Assessment Method

EV Ref Details of the type of evidence and assessment criteria covered

Assessor Signature:

Learner/Witness Signature:

Assessment method key:

Obs Observation Sim Simulation/assignment O Other

Pe Product evidence Wt Witness testimony D Discussion

Q Questioning R RPL


Assessment Feedback

Learner Assessor

Feedback

Action Plan

Learner Signature: Date

Assessor Signature: Date


11

Evidence Tracking Sheet – Example

Learner Name

Centre Name

Unit 1: Example Unit in a Qualification (A/123/4567)

Knowledge Assessment Criteria

Learning Outcome Assessment Criteria Evidence Type Evidence Reference Date

1. 1.1 Obs 1

2. 2.1 D, Wt 2

2.2 Sim 3, 5

4. 4.1 Q, D 8


Obs Observation Wt Witness testimony

Pe Product evidence R RPL

Q Questioning O Other

Sim Simulation/assignment D Discussion

Learner Signature Date:


IQA Signature

(if sampled)

Date:

EQS Signature

(if sampled)

Date:

Insert the date that

the Assessment

Criteria was fully met

If sampled, the IQA/EQS must also

sign and date this tracking sheet

Fill in each assessment

method used using the

key Once all assessment

criteria and range

have been met, the

learner and assessor

must sign and date

this tracking sheet

Fill in the portfolio

reference for each

assessment criteria


12

Evidence Tracking Sheets

Learner Name

Centre Name

Mandatory Unit 1: Reducing the risks to health and safety at work



1. Understand roles and

responsibilities in the

reduction of risks to health

and safety in the workplace

1.1 Define “hazards” and “risks”

1.2 Explain personal

responsibilities and legal duties

in respect of health and safety

in the workplace

1.3 Identify which workplace

instructions are relevant to the

job

2. Be able to assess the risks

to health and safety in the

workplace

2.1 Describe the hazards which

exist in the workplace and the

safe working practices which

must be followed

2.2 Explain the importance of

remaining alert to the presence

of hazards in the workplace

2.3 Identify those aspects of the

workplace and working

practices which could harm

people

2.4 Assess which of the potentially


13

harmful working practices and

aspects of the workplace

present the highest risks to

people

3. Be able to take appropriate

action when risks to health

and safety in the workplace

have been identified


dealing with, or promptly

reporting, risks

3.2 Identify the responsible people

that health and safety matters

should be reported to

3.3 Describe where and when to

get additional health and safety

assistance

3.4 Identify personal scope and

responsibility for controlling

risks

3.5 Identify workplace instructions

for managing risks which

cannot be dealt with

3.6 Demonstrate dealing with

hazards in accordance with

workplace instructions and

legal requirements

3.7 Report to the people

responsible for health and

safety in your workplace those

hazards which present the

highest risks

3.8 Suggest options for reducing

risks to health and safety to the

responsible people


14

3.9 Report any differences

between workplace

instructions and suppliers' or

manufacturers' instructions

4. Be able to maintain health

and safety in his/her own

workplace

4.1 Carry out work in accordance

with level of competence,

workplace instructions,

suppliers or manufacturer’s

instructions and legal

requirements

4.2 Demonstrate behaviour that

does not endanger the health

and safety of people in the

workplace

4.3 Demonstrate compliance with

the workplace instructions and

suppliers' or manufacturers'

instructions for the safe use of

equipment, materials and

products









15

IQA Signature

(if sampled) Date:

EQS Signature

(if sampled) Date:


16


Learner Name

Centre Name

Mandatory Unit 2: Communicate effectively with others



1. Be able to develop and

maintain communication

with people

1.1 Explain why effective

communication is an essential

aspect of work in the security

sector

1.2 Identify the barriers to

effective communication

including:

• those relating to personal

differences in culture,

language, gender, literacy

levels, experience,

health/illness

• environmental

• social

1.3 Communicate with people in a

way that:

• is open and respectful of

them as individuals

• is consistent with their level


17

of understanding, culture,

background and preferred

ways of communicating

• is appropriate to the context

in which the communication

is taking place

• promotes equality and

values diversity

• consistent with relevant

legislation, policies and

procedures

1.4 Provide opportunities for

people to check their

understanding of the

information given to them and

ask questions

1.5 Describe the appropriate action

to take to reduce barriers to

effective communication

1.6 Describe how to get support

when experiencing difficulty in

communicating effectively

1.7 Describe the importance of

making records that are

accurate, legible and complete,

contain only information

necessary for the record’s

purpose and are free from

labelling and discrimination

2. Be able to maintain the

security of information

2.1 Comply with legislation,

policies and procedures related


18

to the security of information

2.2 Ensure that information is only

disclosed to those who have

the right and need to know it

2.3 State the appropriate

precautions to take when

communicating confidential or

sensitive information

2.4 Maintain the security of

records when handling and

storing them

2.5 Alert the appropriate person

when the security of

information is not being

maintained or information is

being misused








IQA Signature

(if sampled) Date:

EQS Signature

(if sampled) Date:


19


Learner Name

Centre Name

Mandatory Unit 3: Conduct dynamic risk assessments during locksmith activities



1. Understand legal and

procedural requirements

relevant to dynamic risk

assessments during

locksmith activities

1.1 Identify the legislation,

regulations, codes of practice and

guidelines relevant to locksmith

dynamic risk assessment

1.2 Identify company procedures and

contractual requirements

relevant to locksmith dynamic

risk assessment

2. Be able to carry out dynamic

risk assessments during

locksmith activities

2.1 Comply with the legislation,


guidelines relevant to locksmith

dynamic risk assessment

2.2 Follow company procedures and

contractual requirements

relevant to locksmith dynamic

risk assessment

2.3 Assess the security and safety

status of sites, premises, vehicles

and other possessions following


20

organisational guidelines and

procedures

2.4 Conduct a dynamic risk

assessment based on available

information

2.5 Maintain own safety and that of

others whilst carrying out

dynamic risk assessments

2.6 Explain own limits of authority

and responsibility

2.7 Call for assistance from relevant

people








IQA Signature

(if sampled) Date:

EQS Signature

(if sampled) Date:


21


Learner Name

Centre Name

Mandatory Unit 4: Key system design and lock assembly





relevant to key system

design and lock assembly

1.1 Identify the relevant legislation,

regulations, codes of practice

and guidelines relevant to key

system design and lock

assembly

1.2 Identify the relevant supplier’s

and manufacturer’s instructions

for safe use of equipment,

materials and products

2. Know how to use relevant

equipment

2.1 State why it is important to

check the safe and correct

operation of equipment

2.2 State how to check the safe and

correct operation of equipment

2.3 State how to deal with

equipment that does not meet

requirements


know what test equipment is

required


22

2.5 Describe the performance,

limitations and availability of

equipment and components

that can be used in the design,

assembly and test

3. Know how to design the key

suite

3.1 State how to establish the

client’s requirements for key

system design

3.2 Describe how to create a matrix

in line with the organisation’s

policies and procedures

3.3 State the limitations,

constraints and capabilities

relating to key system design

within the organisation

3.4 Describe how a key system is

constructed

4. Be able to design the key

suite

4.1 Comply with the relevant

legislation, regulations, codes of

practice and guidelines relevant

to key system design




to manufacturer’s guidelines


suppliers and manufacturer’s

instructions for safe use of

equipment, materials and

products

4.4 Establish customer


23

requirements for the key suite

4.5 Establish suitable

manufacturer’s products, key

types and locking mechanisms

4.6 Resolve discrepancies between

the customer’s requirements

and what is available

4.7 Take appropriate action if

discrepancies cannot be

resolved

4.8 Create a matrix to match the

system design in line with the

organisation’s policies and

procedures

4.9 Establish if the system is to be

designed in-house or externally

4.10 Confirm all necessary

equipment is available and

complies with relevant safety

requirements

5. Know how to assemble and

test the lock

5.1 State why it is important for the

component and materials to be

correct and how to confirm this

5.2 State how to create and use a

matrix


create and use a matrix

5.4 Describe how to identify and

carry out relevant tests on the

lock

5.5 Describe the expected


24

operation of the lock and key

being tested

5.6 State how to interpret the test

results and the appropriate

action to take

5.7 State how to mark locking

mechanism according to

process

6. Be able to assemble and

test lock




to manufacturer’s guidelines


supplier’s, manufacturer’s and

workplace instructions for safe

use of equipment, materials and

products

6.3 Confirm that all components

and materials needed for

assembly are available and

match key systems design

6.4 Confirm all necessary

equipment is available, in good

working order and suitable for

the job complying with relevant

safety requirements

6.5 Ensure the necessary technical

documentation is available to

carry out assembly and test

6.6 Prepare the work station for

assembly and test


25

6.7 Assemble the lock in line with

system and manufacturer’s

criteria

6.8 Mark the locking mechanism in

line with the matrix

6.9 Confirm the correct keys

operate the lock

6.10 Carry out relevant tests on the

lock and key

6.11 Take appropriate action to

remedy situations where the

lock and key do not meet their

operational requirement








IQA Signature

(if sampled) Date:

EQS Signature

(if sampled) Date:


26


Learner Name

Centre Name

Mandatory Unit 5: Cut and provide keys





relevant to cutting and

providing keys

1.1 Identify the relevant health and

safety requirements for using

machinery and equipment to

cut keys

1.2 Identify if the key or lock carries

any restrictions or patents

according to the organisation’s


1.3 State where to seek specialist

advice and assistance if

required

2. Know how to use relevant

equipment

2.1 Describe how to make and use

specialist locksmith tools

2.2 State why it is important for

equipment to have a current

calibration certificate

2.3 Describe the capabilities and

limitations of the tools and

equipment that you use

2.4 State why it is important to use


27

tools and equipment correctly

2.5 Identify the correct key machine

for each job


verify and change the key

machine’s settings

3. Know how to cut and

provide keys

3.1 Identify different types of keys

3.2 Identify different methods of

production of keys

3.3 State what methods to use to

identify a key blank

3.4 State how to identify a relevant

key blank

3.5 State how to obtain relevant

key blanks

3.6 Identify restricted or patented

keys and locks

4. Be able to cut and provide

keys


Health and Safety requirements

for using machinery and

equipment to cut keys

4.2 Comply with any restrictions or

patents according to the


procedures to cut and provide

keys

4.3 Confirm the equipment and

materials are available

4.4 Confirm the equipment is

calibrated correctly in line with


28

the organisation’s policies and

procedures

4.5 Report the details of faulty or

dangerous equipment to the

relevant person

4.6 Obtain the appropriate key

blank

4.7 Verify and change the key

machine’s settings

4.8 Cut the key using the

appropriate method

4.9 Finish the key in accordance

with the organisation’s policies

and procedures

4.10 Provide the key in accordance

with the organisation’s policies

and procedures

4.11 Complete documentation in

accordance with the


procedures







29



IQA Signature

(if sampled) Date:

EQS Signature

(if sampled) Date:


30


Learner Name

Centre Name

Optional Group A (Unit 6): Prepare and maintain equipment and machines



1. Understand how to prepare

equipment and machines

for maintenance

1.1 Explain the purpose of a

maintenance schedule plan

1.2 Justify circumstances in which

authorisation must be obtained

prior to maintenance

1.3 Research information required

for the maintenance procedure

and how it should be obtained

1.4 Describe methods for preparing


1.5 Investigate the dangers created

by stored energy and how these

should be responded to during

the preparation stage

1.6 Evaluate hazardous chemicals


31

and substances which may be

present and ways in which they

should be dealt with

1.7 Select the type of tools,

equipment and materials

required for the maintenance

procedure

1.8 Describe the ways, and reasons,

for making equipment and

machinery safe for dis-assembly

and re-assembly purposes

1.9 Describe the location of stored

equipment and any associated

components

2. Understand how to

maintain and repair


2.1 Describe methods for the

diagnosis of faults and the

identification of the root cause

2.2 Give a range of routine

maintenance requirements and

why these must be adhered to

2.3 Analyse factors which impact on

the value of continuing with the

procedure, such as cost of

repair, estimated working life,

immediate needs for the


32

equipment/machinery use

2.4 Describe the reasons and

methods for maintaining


2.5 Investigate the possible

consequences of not

maintaining equipment and

machines

2.6 Investigate legislative

requirements relating to the

maintenance of equipment and,

machinery, and the work area

2.7 Give a range of components

that require periodic

replacement and the reasons

for this

2.8 Describe procedures for

obtaining replacement

components

2.9 Describe safe and appropriate

methods of storing equipment

and machinery

2.10 Describe how and where to

obtain expert advice in relation


33

to maintenance

2.11 Describe the necessary post-

maintenance checks

2.12 Describe how to keep

appropriate records

3. Prepare equipment and

machines for maintenance

3.1 Obtain the relevant information

and authorisation for the

maintenance procedure – e.g.

manual/maintenance

3.2 Identify the equipment and

machines requiring

maintenance – e.g. routine and

breakdown

3.3 Make sure the equipment and

machines for maintenance are

safe, and completely isolated

from the power source

3.4 Keep the work area safe and in

a condition suitable for the

maintenance procedure

3.5 Obtain the appropriate tools

and materials for the

maintenance procedures


34

3.6 Complete the preparation of

equipment and machines for

maintenance in accordance

with manufacturer’s

instructions e.g.

manual/mechanical

3.7 Identify the relevant

components for dis-assembly

and re-assembly purposes

4. Maintain and repair


4.1 Assess the maintenance

requirements based on the

condition and use of the


4.2 Identify, remove and replace

worn and damaged components

in accordance with

manufacturer’s instructions

4.3 Where replacement

components are unavailable,

safely store the equipment and

machinery, and take the

appropriate action to obtain the

suitable replacements

4.4 Carry out the maintenance in

accordance with manufacturer’s

instructions, standard


35

procedure and legislation

4.5 Identify the need for expert

advice and assistance and

promptly refer this matter to

the appropriate member of

staff

4.6 Make sure that stored

equipment and machines are

safe, secure and appropriately

protected from any adverse

conditions

4.7 Carry out the correct tests on

completion of the maintenance

procedure to confirm the

machinery/equipment is

returned to good working order

4.8 Clean, service and store

maintenance tools after use

4.9 Keep appropriate records

5. Understand and comply

with current health & safety

legislation and codes of

practice

5.1 Health and safety in relation to

the preparation, maintenance

and repair of equipment and

machines for maintenance and

the usage on the work are


36

5.2 Select types of protective

clothing and the reasons why it

must be worn

5.3 Describe the correct ways of

wearing protective clothing

5.4 Maintain health and safety in

accordance with relevant

legislation and codes of practice

6. Understand and work safely

with hazardous chemicals

6.1 Assess hazardous chemicals and

substances which may be

present and ways of minimising

leakage

6.2 Describe safe and appropriate

methods for disposing of waste

materials

6.3 Minimise dangers from

contamination and hazardous

chemicals

6.4 Minimise the escape of

substances and dispose of

waste in a safe manner and

place – e.g. hazardous and non-

hazardous


37








IQA Signature

(if sampled) Date:

EQS Signature

(if sampled) Date:


38


Learner Name

Centre Name

Optional Group A (Unit 7): Meet Customers’ Needs for Locksmith Information and Advice



1. Be able to provide locksmith

information and advice to

meet customers’ needs

1.1 Explain the legal and

organisational requirements

for providing locksmith

information and advice,

including current legislation,


and guidelines

1.2 Describe the organisation’s

policy and procedure on

customer service

1.3 Identify customers’ needs and

manage expectations when

advising on locksmithing

requirements

2. Be able to resolve

customers' complaints


procedure for handling


39

relating to locksmithing

requirements

complaints

2.2 Demonstrate how to handle

locksmith complaints








IQA Signature

(if sampled) Date:

EQS Signature

(if sampled) Date:


40


Learner Name

Centre Name

Optional Group A (Unit 8): Maintain security of customers’ keys and records during locksmith activities





relating to security of

customers’ keys and records

during locksmith activities

1.1 Identify current relevant


practice, guidelines and product

standards relating to maintaining

the security of customers’ keys,

records and site information

1.2 Explain how to maintain the

security of customers’ keys by

following company procedures

1.3 Explain employer practice with

regard to the security of

customers’ records and site

information

2. Be able to maintain the

security of customers’ keys


2.1 Store customers’ keys by


2.2 Retrieve customers’ keys by


2.3 Return customers’ keys following

company procedures

3. Be able to maintain the 3.1 Create customer records using an


41

security of customers’

records and site information


agreed system

3.2 Store customer records securely

using an agreed system

3.3 Retrieve customer records using

an agreed system








IQA Signature

(if sampled) Date:

EQS Signature

(if sampled) Date:


42


Learner Name

Centre Name

Optional Group B (Unit 9): Provide a complex quotation for security devices and door hardware





for providing a complex

quotation for security

devices and door hardware,

their installation and

maintenance

1.1 Explain current legislation,


and guidelines relating to

providing security devices and

door hardware, their

installation and maintenance

1.2 State product standards relating

to security devices and door

hardware, their installation and

maintenance

1.3 Explain current legislation,

regulations, codes of practice,

guidelines and product

standards relevant to providing

complex quotations

1.4 Explain organisational policies

and procedures for providing


43

complex quotations for security

devices and door hardware


maintaining the security and

confidentiality of all information


establish and record clients’

requirements for providing

a complex quotation for

security devices and door

hardware, their installation

and maintenance

2.1 Describe how to interpret

information from clients to

determine security devices and

door hardware needs

2.2 Explain when to use different

communication methods and

why

2.3 Explain why it is important to

communicate with clients

effectively and promptly

2.4 Explain why accurate details of

clients’ requirements for


hardware should be stored

2.5 Describe the scope and

limitations of actions that self

and organisation can take for


hardware


44

3. Be able to establish and

record clients requirements

for security devices and


installation and their

maintenance

3.1 Establish clients’s requirements

using a variety of methods of

communication

3.2 Analyse clients’s requirements

to identify relevant standards

and appropriate security


3.3 Confirm understanding of

information by both parties

3.4 Deal with gaps in information to

ensure there is sufficient

information to prepare the

complex quotation

3.5 Ensure the client understands

the scope and limitations of

what the organisation can

provide

3.6 Complete records as per

organisational procedures

3.7 Store accurate details of clients’

requirements


complex quotations for


establishing the feasibility of


45


hardware, their installation

and their maintenance

the clients’s requirements

4.2 Identify where and how to

access information from other

sources when needed

4.3 Identify the limits of own

knowledge and from where to

obtain further specialist

assistance


accuracy of information

throughout the process


ensuring the complex quotation

meets organisational and legal

requirements

4.6 Explain where to find costs of

system components for security


4.7 Explain how to select the best

option from a number of

possibilities of components and

system arrangements

4.8 Explain why specific details of

variations, special


46

requirements, installation

arrangements, or other factors

that could affect complex

quotations must be provided


clarify anomalies and record

deviations when calculating

costs


ensuring that the complex

quotation has sufficient detail

and information to meet

requirements

4.11 Explain how the complex

quotation meets the clients’

and organisational

requirements

5. Be able to prepare complex

quotations for security

devices and door hardware,

their installation and their

maintenance

5.1 Establish the contractual

responsibilities of organisation,

client and third parties

5.2 Obtain costs of materials and

labour for security devices and



maintenance

5.3 Calculate costs in accordance


47

with organisational procedures

5.4 Provide a breakdown of costs

for security devices and door

hardware, their installation and

their maintenance

5.5 Provide specific details of

variations, special


arrangements, or other factors

that could affect complex

quotations

5.6 Provide options in complex

quotation for security devices

and door hardware

5.7 Demonstrate how to include a

contract in the complex

quotation

5.8 Establish timescales for




maintenance

5.9 Maintain the security and



48

throughout

5.10 Complete complex quotation

with all necessary information

within time frame








IQA Signature

(if sampled) Date:

EQS Signature

(if sampled) Date:


49


Learner Name

Centre Name

Optional Group B (Unit 10): Provide a simple quotation for security devices and door hardware





for providing a simple

quotation for security


and their installation

1.1 Identify current legislation,


and guidelines relating to


door hardware and their

installation


regulations, codes of practice,

guidelines and product

standards relevant to providing

simple quotations

1.3 Explain organisational policies

and procedures for providing

simple quotations for security



maintaining the security and


50



establish and record clients

requirements for providing

a simple quotation for


hardware and their

installation

2.1 Describe how to interpret

information from clients to

determine security devices and

door hardware needs

2.2 Explain when to use different

communication methods and

why


communicate with clients

effectively and promptly

2.4 Explain why accurate details of

clients’ requirements for


hardware should be stored

2.5 Describe the scope and

limitations of actions that self

and organisation can take for


hardware

3. Be able to establish and

record clients requirements

for security devices and


3.1 Establish clients’s requirements

using a variety of methods of

communication

3.2 Identify relevant security


51

installation


appropriate to the customers’

requirements

3.3 Confirm understanding of

information by both parties

3.4 Deal with gaps in information to

ensure there is sufficient

information to prepare the

simple quotation

3.5 Ensure the client understands

the scope and limitations of

what the organisation can

provide

3.6 Complete records as per

organisational procedures

3.7 Store accurate details of clients’

requirements


simple quotations for


hardware and their

installation


establishing the feasibility of

the clients’ requirements

4.2 Identify where and how to

access information from other

sources when needed


52

4.3 Identify the limits of own

knowledge and from where to

obtain further specialist

assistance


accuracy of information

throughout the process


ensuring the simple quotation

meets organisational and legal

requirements

4.6 Explain where to find costs of

system components for security


4.7 Explain how to select the best

option from a range of security


4.8 Explain why specific details of

variations, special


arrangements or other factors

that could affect simple

quotations must be provided


clarify anomalies, and record


53

deviations when calculating

costs


ensuring that the quotation has

sufficient detail and information

to meet requirements

4.11 Explain how the quotation

meets the clients’s and


5. Be able to prepare

quotations for security


and their installation

5.1 Establish the contractual

responsibilities of organisation,

client and third parties

5.2 Obtain costs of materials and

labour for security devices and


installation

5.3 Calculate costs in accordance

with organisational procedures

5.4 Provide a breakdown of costs

for security devices and door

hardware and their installation

5.5 Provide specific details of

variations, special



54

arrangements or other factors

that could affect quotations

5.6 Provide options in quotation for


hardware

5.7 Establish timescales for



installation

5.8 Maintain the security and


throughout

5.9 Complete quotation with all

necessary information within

time frame


55








IQA Signature

(if sampled) Date:

EQS Signature

(if sampled) Date:


56


Learner Name

Centre Name

Optional Group B (Unit 11): Survey sites to collect information for the specification, installation and maintenance of security devices and door hardware




procedural requirements for

carrying out site surveys for


hardware

1.1 Explain relevant legislation,

codes of practice and guidelines

for the specification, installation

and maintenance of security


1.2 Explain how the current product

standards of the security

devices and the door hardware

to be installed are relevant

2. Know how to prepare to

carry out site surveys for


hardware

2.1 Identify the information needed

for preparing the schedule and

specification for security


2.2 Explain and how to source the

information needed for

preparing the schedule and

specification for security




57

having accurate and up-to-date

details of security devices and

door hardware, sites and

customers’ requirements

2.4 Explain how to read simple site

drawings

3. Be able to prepare to carry

out site surveys for security


3.1 List security devices and door

hardware appropriate to the

customers’ requirements

3.2 Liaise with other people to

survey sites for security devices

and door hardware

3.3 Confirm that all the necessary

and correct details of the

customer’s requirements are

available to carry out site

surveys

4. Understand how to survey

sites to prepare

specifications for security


4.1 Explain how to carry out

surveys, take appropriate

measurements and record

relevant details of surveys

4.2 Explain how to recognise factors

that could affect security


installation or operation

5. Be able to survey sites to

prepare specifications for


5.1 Recognise and record accurate

and relevant factors and site

characteristics that could

impact on schedules,


58

hardware specifications and installation

5.2 Use appropriate methods in line

with relevant codes of practice

and standards to carry out site

surveys

5.3 Record all necessary survey

data, including measurements

5.4 Complete all other

documentation and records

5.5 Provide a survey in line with

relevant codes of practice and

standards within agreed

timescales

5.6 Maintain the confidentiality of

information, sites and schedules








IQA Signature

(if sampled) Date:

EQS Signature

(if sampled) Date:


59


Learner Name

Centre Name

Optional Group B (Unit 12): Diagnose and Rectify Faults on Security Devices and Door Hardware



1. Understand current relevant

regulations, codes of

practice and guidelines

relevant to the operation,

testing and fault repair of


hardware

1.1 Identify the current legislation,

relevant regulations, codes of


to the operation, testing and

fault repair of security devices

and door hardware


compliance with current



to the operation, testing and

fault repair of security devices

and door hardware

2. Be able to identify faults

with security devices and

door hardware

2.1 Identify common faults

2.2 Diagnose the most likely causes

of those faults using logical and

systematic processes


60

2.3 Implement the organisation’s

process for obtaining assistance

to diagnose unfamiliar faults

2.4 Record diagnosis in line with the


procedures

3. Be able to rectify faults in


hardware

3.1 Take appropriate action to

rectify a range of faults and

restore performance of security


3.2 Confirm that security devices

and door hardware meet the

required performance after a

fault repair

3.3 Carry out action required to

ensure minimum disruption to

the customer

3.4 Label and dispose of faulty

components, waste debris and

surplus materials in line with


procedures

3.5 Record repairs in line with the


procedures


61








IQA Signature

(if sampled) Date:

EQS Signature

(if sampled) Date:


62


Learner Name

Centre Name

Optional Group B (Unit 13): Open security devices to gain access to property and equipment





relating to gaining access to

property and equipment



guidelines relevant to gaining

access to property and

equipment

1.2 Define own limitations and

capabilities relating to gaining


equipment within their role


policies and procedures to gain


equipment

2. Know how to plan and

prepare to open security

devices to gain access to


2.1 Identify the verification

documents that are acceptable to

confirm customer’s identity and

authority to gain access

2.2 Explain how and from where to

obtain information on new

products and techniques


63

2.3 Explain how and from where to

obtain additional information and

advice

2.4 State from where to gather

relevant documentation

2.5 Identify suitable manufacturers’

products, key types and locking

mechanisms

3. Be able to plan and prepare

to open security devices to

gain access to property and

equipment

3.1 Confirm the customer’s identity

and authority to gain access

following the organisation’s


3.2 Confirm the nature of the

problem with the customer

3.3 Gather sufficient information

regarding the security device to

be opened

3.4 Identify the activity required to

resolve the problem

3.5 Confirm that all equipment

needed for opening security

devices is available and

appropriate to the planned

activity

3.6 Complete relevant

documentation in line with the


procedures

4. Understand how to open

security devices to gain


4.1 Describe the methods and

processes for gaining access to



64

equipment 4.2 Explain the importance of

following opening processes to

minimise risk to self and others


maintaining the confidentiality of

the opening techniques

4.4 Describe the capabilities and

limitations of the tools and

equipment

4.5 Explain the importance of using

tools and equipment correctly

5. Be able to open security

devices to gain access to


5.1 Establish that the solution to the

problem is in line with the

customer’s requirements

5.2 Inform the customer of any

changes to the proposed activity,

if required

5.3 Carry out the opening process by

following opening procedures to

minimise risk to themselves and

others

5.4 Maintain the confidentiality of

opening techniques during the

opening process

5.5 Make good any damage to

building, structures or surfaces as

agreed with the customer

5.6 Re-secure the property and

equipment in line with the


procedures and in agreement


65

with the customer

5.7 Hand over keys or codes as

appropriate in accordance with


procedures

5.8 Complete documentation

accurately in accordance with the


procedures








IQA Signature

(if sampled) Date:

EQS Signature

(if sampled) Date:


66


Learner Name

Centre Name

Optional Group B (Unit 14): Install Security Devices and Door Hardware



1. Understand current

regulations, codes of

practice and guidelines

relevant to the installation

of security devices and door

hardware

1.1 Identify the current legislation,


and guidelines relevant to the

installation of security devices

and door hardware


compliance with current


practice and guidelines when

installing security devices and

door hardware

2. Be able to plan and prepare

to install security devices

and door hardware

2.1 Plan and prepare to install


hardware

2.2 Confirm that the security

devices, hardware, tools and

fixings required for the

installation are available and

meet specifications

2.3 Agree working arrangements


67

with customers and relevant

third parties

2.4 Record and report the details of

faulty or dangerous tools or

equipment in line with


procedures

3. Be able to install security


3.1 Install security devices and door

hardware ensuring the use of

correct tools and equipment

3.2 Make good any damage to

buildings, structures or surfaces

3.3 Dispose of waste debris and

surplus materials in line with


procedures

4. Be able to test and hand

over security devices and

door hardware

4.1 Test to ensure that security


meet operational requirements

in line with specifications and


procedures

4.2 Demonstrate the operation of


hardware to intended users

4.3 Complete relevant documents

and pass to the appropriate

person maintaining

confidentiality in line with


procedures


68








IQA Signature

(if sampled) Date:

EQS Signature

(if sampled) Date:


69

Blank Evidence Tracking Sheet

Learner Name

Centre Name

Unit Title:




70








IQA Signature

(if sampled) Date:

EQS Signature

(if sampled) Date:

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