Excavation Marshall - Banksperson - Refresher

The purpose of this standard is to provide the delegate with the knowledge to be able to efficiently and effectively monitor and control the work and movement of mechanical excavators on a work site in accordance with company procedures.


Excavation Marshall – Banksperson - Refresher


Minimum 1 day of 6 learning hours


The purpose the Excavation Marshall – Banksperson - Refresher course is for delegates who have previously passed the one-day Excavation Marshall – Banksperson course or subsequent refresher course, and hold a valid Excavation Marshall – Banksperson certificate. Evidence must be provided to the training provider of their eligibility

The scope this standard covers the following:

· roles and responsibilities e.g. safe working practices and safety legislation (e.g. HSG47)

· plan and prepare resources to direct plant

· equipment information e.g. PPE

· direct movement of vehicles safely

· position and demarcate plant on site

· monitor & control excavations

Occupational relevance

Training delivered against this standard would be relevant to the following occupational group:

· operative

· supervision


The refresher course is only for delegates who have previously passed the one-day Excavation Marshall – Banksperson course or subsequent refresher course, and hold a valid Excavation Marshall – Banksperson certificate. Evidence must be provided to the training provider of their eligibility.

Instruction/ supervision

As a minimum, course instructors must be able to demonstrate that, in relation to this standard, they have:

· an award in education and training (or equivalent, as per requirements for approved training organisations) 

· successfully completed training to this standard

· at least 2 years relevant industrial experience

· a verifiable CV


Delivery may be in an on or off the job environment.

All materials and equipment must be of a suitable quality and quantity for candidates to achieve learning outcomes, and must comply with relevant legislation.

The class size and candidate/instructor ratio must allow training to be delivered in a safe manner and enable candidates to achieve the learning outcomes.

The following delivery methods may be used in the delivery of this standard:

· classroom

· practical

This standard is considered to contain 51% or more practical training.

This standard is considered to be set at a basic level.


For the successful completion of training, candidates must complete an end of course practical assessment or knowledge test that measures the learning outcomes and has a pass or fail criteria

Quality assurance


Approved Training Organisation’s will be required to supply confirmation of approval (centre approval and scheme approval) with the related third party awarding organisation or body. In most cases this will be an approval certificate provided by the third party awarding organisation or body, listing the routes, qualifications and categories they are approved to deliver. In addition, a copy of the most recent external quality assurance monitoring report will be required, relating to the standard that you wish to be approved for.

This information will be reviewed by CITB’s quality assurance team. Approval will be subject to the required third party documentation being supplied by you. As part of the quality assurance checks, CITB may confirm the accuracy of documentation with the issuing organisation.


Recommended refresher every 3 years

Approval date

December 2020

Review cycle

On request or 3 year(s) from approval date

Learning outcomes

The delegate will be able to:

Additional guidance to support learning outcome

state a basic understanding of the industry, the dangers of working in the industry and their responsibilities as an Excavation Marshall - Banksperson

Health & Safety at Work Act 1974, MHASAW,

LOLER, PUWER, HSG 47, CDM Regulations, Confined Spaces Regulations (second

addition), Risk Assessment, Method Statements and other relevant legislation

identify the equipment to be used and be conversant with Method Statements – Risk Assessments – Permits to work

Identify responsibilities as an excavation marshall - banksperson to ensure the safety of those working in the operational environment as well as themselves

identify and maintain PPE appropriate for use

Why, when and how PPE and other relevant health and safety control equipment should be used

explain how to prepare and direct excavations

How to identify actions to provide protection to colleges and members of the public in the event of damage to underground services

How to confirm the size and of the excavation in accordance with work instructions

demonstrate communication signals and emergency procedures

Confirm and use nationally recognised hands signals to control mechanical excavation operations

identify the safe positioning of an Excavation Marshall - Banksperson

Explain the importance of standing in a safe position in full view of the machine operator but also in full view of the excavation

Emphasise the importance of the machine operator isolating the machine to prevent any movement when the excavation marshall – banksperson is checking the excavation

identify the different types of overhead and underground services

How to identify and consider the type and proximity of overhead and underground services

identify responsibilities as an Excavation Marshall- Banksperson to ensure the safety of those working in the operational environment as well as themselves

Determine the location using company documentation and working instructions

Plan the work activity to comply with health, safety and environmental legislation.

Carry out a site-specific risk assessment

Identify the required control measures to maintain a safe working environment

identify the risks of excavating near to underground services, and the safe digging practices that should be adopted

Monitor and maintain the position and condition of services to ensure working practices within the work area avoid damage or disturbance

Additional information about this standard

The Management of Health and Safety at Work Regulations 1999


Health and Safety at Work Act 1974


The Construction (Design and Management) Regulations 2015


Lifting Operations and Lifting Equipment Regulations 1998 (LOLER)


Provision and Use of Work Equipment Regulations 1998 (PUWER)


Excavation and underground services


Avoiding danger from underground services HSG47


The Work at Height Regulations 2005


The Confined Spaces Regulations 1997


Related standards

Excavation Marshall - Banksperson

Detection of buried services for construction

Slinger/signaller: excavator only training

Excavator 360 above 10 tonnes: lifting operations training

Excavator 360 below 10 tonnes: lifting operations training