7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist
Applicant’s Name / Phone No. / Email

7.8.110B v2 Page1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

7.8.110B v2 Page1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist
Scope Statement
Responsible for managing the installation activities of signalling or telecoms systems through your direct actions or through delegated actions to achieve compliance, ensuring that:
  • The installation requirements are interpreted correctly.
  • Resources are identified, procured and effectively utilised.
  • Installation specifications and plans are prepared and provided to installation staff.
  • Achievement of the plan and installation standards are monitored to ensure the quality of the installation.
  • The installation is completed and handed over for testing in accordance with applicable standards.
  • Operational, technical, and safety principles have been met.
  • Opportunities for improvements are identified and implemented.
  • Any incidents /engineering problems are thoroughly investigated and action to prevent recurrence is taken.
  • Effective solutions are identified and implemented for problems that arise.
Units of Competence
Unit 1 – Specify and plan the installation requirements
Unit 2 – Implement the installation process
Unit 3 – Monitor and evaluate the installation process
Unit 4 – Investigate incidents / engineering problems
Unit 5 – Engineering Management Competences
If you already hold IEng or CEng then you only need to complete 5.1 and exemption will be granted for the remainder of unit 5
Completing this checklist
Please see page 2 for the requirements for completing this checklist

7.8.110B v2 Page1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist
Summary of Workplace Assessment and Assessment Methods Used Examination of products / documentation
Professional discussion / questions Review of Applicants statement Observation Witness testimony

7.8.110B v2 Page1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

7.8.110B v2 Page1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist
I confirm that the applicant has met the performance/knowledge requirements and that the assessment has been carried out impartially in accordance with the Licensing Scheme requirements

7.8.110B v2 Page1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist
Name / Signature / Date

7.8.110B v2 Page1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist
Summary of Competence Assessment/Surveillance

7.8.110B v2 Page1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

7.8.110B v2 Page1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist
Competence assessor’s comments on applicant’s logbook

7.8.110B v2 Page1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

7.8.110B v2 Page1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist
I confirm that this assessment has been carried out impartially in accordance with the Licensing Scheme requirements and that the applicant is competent in this licence category.

7.8.110B v2 Page1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist
Name / Signature / Date

7.8.110B v2 Page1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist
Requirements for completing this assessment checklist
This checklist may be completed entirely by hand or by typed entry in the personal statement, workplace assessment and competence assessment boxes (including summaries). When typing, the boxes will expand to accommodate the length of the comments. When completing electronically, wherever possible embed the supporting evidence in the marked area; this can be done by clicking on “Insert” from the toolbar menu, then “Object” and on the dialog box select “create from file”, then “display as icon” and “browse” to insert the required file, alternatively hyperlinks can be inserted but they must link to an external data storage that can be passed to the assessor. If completing by hand, the boxes can be enlarged by inserting spaces prior to printing.
Assessment requirements
Evidence must include a self-assessment completed by the applicant in the box headed “Personal statement (how I meet performance requirements n.n)” with a sample of relevant reports and records they have produced. Documents and records of communication with others, including witness testimonies, may also provide evidence with regard to the steps taken to meet the performance requirements.
Meeting all the performance requirements
Performance requirements are grouped together in boxes, each of these (not just the bold statement) must be met and in the context of the unit title.
Surveillance (after 5 years) - Workplace assessment is not required
In addition to their personal statements, the applicant should provide supporting evidence that they have been carrying out licensable work satisfactory for the previous 5 years, cross referenced to relevant entries in their logbook or provide other suitable evidence.
Renewal (after 10 years)
A single level of assessment is permitted by an approved competence assessor for the renewal of this licence. In addition to their personal statements the applicant should provide supporting evidence that they have been carrying out licensable work satisfactory for the previous 5 years cross referenced to relevant entries in their logbook or provide other suitable evidence. The single stage renewal assessment must be carried out within six months of the category expiring otherwise both workplace and competence assessments must be undertaken. The Work Experience Sheets from the logbook must show that the applicant has been undertaking satisfactory licensable work over the previous 5 years.
Feedback
The IRSE values feedback as part of its commitment to continuous improvement and would appreciate a few moments of your time to complete a short questionnaire which can be downloaded from the IRSE website; - follow the link to “Assessment Feedback Form” under “Documents Quick Links”. When completed please hand back to your competence assessor or Assessing Agent Manager.
Additional instructions for assessors
Please ensure that your comments relate to how the applicant met the performance requirements in the context of the unit title cross referencing to any documented evidence. Any questions asked and the answers given may be included in the boxes or clearly cross referenced to a separate Q & A sheet submitted with the completed checklist.

7.8.110B v2 Page1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

1.1Obtain accurate details of the installation requirements for the engineering products or process.
You obtain all relevant technical information regarding the installation programme and ensure that the information reflects current standards, safety and operational requirements and is appropriate for the complexity of the tasks.
You ensure that the individual activities and their criticality to the programme are identified.
Where information is unclear, inaccurate or conflicting, you clarify and resolve any problems.
Suggested evidence: Personal report; Records of communication; Copies of the information obtained; Correspondence regarding accuracy of information; Documents with identified errors.

7.8.110B v2 Page1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

Personal statement (how I meet performance requirements 1.1) /

Supporting evidence

7.8.110B v2 Page1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

7.8.110B v2 Page1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

Workplace assessment (how performance requirements 1.1 were met)

7.8.110B v2 Page1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

7.8.110B v2 Page1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

Competence assessor comments on meeting performance requirements 1.1

7.8.110B v2 Page1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

7.8.110B v2 Page1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

1.2Select and clearly specify the most effective methods and processes to achieve the installationrequirements.
You ensure that the selected installationmethods, procedures and programmes of work comply with all relevant regulations, guidelines and requirements.
You ensure that any new schedules, such as those resulting from change requests, are effectively incorporated in the plan.
You verify that the installation programmes use the most logical sequence of work activities so as to make efficient use of resources and time.
You ensure that all relevant documentation has been issued.
Suggested evidence: Personal report;Records of communication; Method statements; Installation procedures; Programmes of work; Health & safety files; Construction phase plans.

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

Personal Statement (how I meet performance requirements 1.2) /

Supporting evidence

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

Workplace Assessment (how performance requirements 1.2 were met)

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

Competence assessor comments on meeting performance requirements 1.2

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

1.3Identify and confirm the activities and the resources required to achieve the installation methods.
[Your consideration of resources includes manpower, time, plant, tools, equipment, cables, routes, troughing, equipment rooms, racks and location cases.]
[Your consideration of manpower includes the competence requirements and capabilities of those undertaking the installation.]
You verify that the available resources are sufficient for the installation activities to be undertaken.
You confirm that there are effective control parameters in place to ensure that only the correct procedures, calibrated tools & test equipment are used for the installation process.
Suggested evidence: Personal report;Records of communication regarding resources;Manpower availability data; Records of staff competence and training; Inventories of plant, tools, equipmentetc.

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

Personal Statement (how I meet performance requirements 1.3) /

Supporting evidence

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

Workplace Assessment (how the performance requirements 1.3 were met)

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

Competence assessor comments on meeting performance requirements 1.3

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

1.4Identify potential difficulties and produce appropriate contingency plans.
You ensure that plans/procedures are in place for dealing with situations where the installationis not performed in accordance with the specified requirements so as to ensure the continuing safety and reliability of operational assets.
You ensure that processesare in place for the reporting of significant non-conformances with specified requirements, including escalation to higher authority for direction or resolution where required.
Suggested evidence: Personal report;Procedures for dealing with non-conformances; Records of communication to line manager; Use of escalation process.

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

Personal Statement (how I meet performance requirements 1.4) /

Supporting evidence

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

Workplace Assessment (how performance requirements 1.4 were met)

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

Competence Assessor comments on meeting performance requirements 1.4

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

1.5Record the methods, procedures and schedules in the appropriate information systems.
You ensure that there are systems and procedures in place to record all information relevant to the installationactivity, including details of work performed, type and location of the equipment.
Suggested evidence: Personal report;Installation plans; Appropriate records from recording systems;Documents (such as method statements) you have produced or authorised.

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

Personal Statement (how I meet performance requirements 1.5) /

Supporting evidence

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

Workplace Assessment (how performance requirements 1.5 were met)

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

Competence Assessor comments on meeting performance requirements 1.5

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 1 – Specify and plan the installation requirements

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 2 – Implementthe installation process

2.1Confirm that conditions are suitable to implement theinstallation methods and procedures and ensure that the implementation complies with all relevant regulations and guidelines.
You ensure there are processes in place to verify that at the start, and on completion of the installation work, the handover and hand back of the work-site complies with relevant organisation and safety procedures.
You ensure that there are processes in place to identify and implement the requirements necessary for the safety of personnel, the railway, passengers and the public whilst the installation work is being performed.
You ensure that effective arrangements are made for the safe disposal of redundant equipment and materials.
Suggested evidence: Personal report; Methods statements issued; Correspondence/notes referencing applicable standards; Surveillance reports; Notes of equipment inspections; Authority to Work Certificates.

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 2 – Implementthe installation process

Personal Statement (how I meet performance requirements 2.1) /

Supporting evidence

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 2 – Implementthe installation process

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 2 – Implementthe installation process

Workplace Assessment (how performance requirements 2.1 were met)

7.8.110B v2Page 1

7.8.110Bv2 / INSTITUTION OF RAILWAY SIGNAL ENGINEERS LICENSING SCHEME
Engineering Manager (Installation) - Assessment Checklist

Unit 2 – Implementthe installation process