Key information

  1. Status: Approved for delivery
  2. Reference: ST0043
  3. Version: 1.1
  4. Level: 4
  5. Typical duration to gateway: 36 months
  6. Typical EPA period: 6 months
  7. Maximum funding: £14000
  8. Route: Construction and the built environment
  9. Date updated: 15/03/2024
  10. Approved for delivery: 13 September 2019
  11. Lars code: 500
  12. EQA provider: Ofqual
  13. Example progression routes:
  14. Review:

    This apprenticeship standard will be reviewed after three years.

Print apprenticeship summary

Apprenticeship summary

Overview of the role

Helping with essential building tasks such as planning, designing and project management.

Occupation summary

This occupation is found in the construction, built environment and engineering sectors, with construction design and build technicians employed in a variety of organisation types and sizes. 

Construction design and build technicians can undertake generalised design and management roles and also specialise in specific aspects of building design or particular building types, including: structural or civil engineering; mechanical, electrical and plumbing design; residential or commercial property; landscape design; digital engineering; planning, estimating and costing designs; building conservation; renovation; retrofit; sustainability and green design.

The broad purpose of the occupation is to support multi-disciplinary teams to design and construct the built environment, ensuring projects meet the needs of clients and users, whilst delivering to the required levels of quality, safety, security, efficiency and environmental sustainability. 

Construction design and build technicians coordinate all of the design work required during construction projects. They manage the production of technical information models, both 2D and digital, used to build a structure. They bring together architects, structural and service engineers, along with specialist designers and Building Information Modelling BIM technicians, to create coordinated designs which can be used during the build and aid maintenance of the structure once complete.

They use a wide range of design and analysis software tools utilising BIM tools and processes to create and share complex design information with architectural and engineering professionals as well as contractors and clients.

They work in design studios or based on a construction site office, depending on the project.  In all cases they will be required to attend site visits and project meetings and provide up-to-date information to enable construction to take place.

They need to source, review, analyse and evaluate a range of information and data, perform advanced calculations, and analyse technical design problems to reach appropriate solutions.

In their daily work, an employee in this occupation interacts with architects, structural and service engineers, along with specialist designers and Building Information Modelling BIM technicians, as well as clients and statutory bodies and construction site managers and their teams during the build phase. 

An employee in this occupation will be responsible for analysing design problems and determining technical solutions and then presenting these with building designs and drawings to groups of other professionals. They work collaboratively with architects, engineers and contractors to help develop building designs ahead of construction taking place, as well as providing technical details, information and solutions during the construction phase.  In doing so, they must exercise responsibility, autonomy and judgement within broad but generally well-defined parameters.

Construction design and build technicians need to have broad technical knowledge of construction technology, methodologies, materials and techniques in order to present detailed and accurate drawings and plans.  They must use relevant research or development to ensure their plans meet current building regulations, codes and standards as well considering safety, security, efficiency, and environmental sustainability. 

They will have digital skills and be able to create and use BIM models, to ISO 19650 standards, to manage information through the whole life cycle of a built asset, from initial design all the way through to construction.  

Multi-disciplinary teamworking and collaboration is at the heart of this role.  Therefore, effective communication and interpersonal skills are important qualities.

 

Typical job titles include:

Architectural technologist Assistant design co-ordinator Bim technician Construction design and build technician Construction design build co-ordinator Construction site technician Construction technician Design and build co-ordinator Design assistant Design co-ordinator Design manager Design technician Digital engineer Engineering technician

Duties

  • Duty 1 Collate, interpret and analyse all design and technical information.
  • Duty 2 Select and apply appropriate materials, technologies and processes, to plan, analyse and undertake design and construction activities.
  • Duty 3 Contribute to design projects and deliver appropriate and effective schematic and technical design solutions, by selecting, reviewing and evaluating various sources of information/data and technical information.
  • Duty 4 Propose design solutions to technical problems, by preparing and presenting design documentation to industry standards.
  • Duty 5 Demonstrate compliance with health, safety and welfare requirements, apply and improve safe systems of work.
  • Duty 6 Identify, evaluate and mitigate risks associated with their own work, and in the projects and activities they are responsible for.
  • Duty 7 Carry out and report on inspection activities related to compliance against design, contractual and technical aspects of the design and produce clearly written, technically accurate inspection reports.
  • Duty 8 Review design and engineering methods, identifying potential improvements to processes, materials, resources or planning. For example, improvements in quality, cost, efficiency and environmental impact.
  • Duty 9 Continually research and evaluate sector changes and innovations to inform personal professional development activity to enhance knowledge and skills.
  • Duty 10 Work collaboratively with, and facilitate communication between clients, design and construction teams, statutory bodies, end-users and other stakeholders.
  • Duty 11 Demonstrate the application of quality and information management, and assurance systems and processes, for example ISO 19650, recognising the need for these, and their role in continuous improvement.
  • Duty 12 Demonstrate compliance with environmental policies and legislation, practice sustainable principles, and evaluate how these impact on projects and assist in the achievement of net zero carbon emissions targets.
  • Duty 13 Use analytical design and engineering analysis software as part of a BIM process and other techniques, to inform, develop or manage architectural and engineering solutions.
  • Duty 14 Contribute to the implementation and management of legal and contractual processes on a construction project.
  • Duty 15 Contribute to the measurement and costing of design and construction works during a project.
  • Duty 16 Contribute to the recording, analysis and reporting of progress on a construction project.

Apprenticeship summary

ST0043, construction design and build technician level 4

This is a summary of the key things that you – the apprentice and your employer need to know about your end-point assessment (EPA). You and your employer should read the EPA plan for the full details. It has information on assessment method requirements, roles and responsibilities, and re-sits and re-takes.

What is an end-point assessment and why it happens

An EPA is an assessment at the end of your apprenticeship. It will assess you against the knowledge, skills, and behaviours (KSBs) in the occupational standard. Your training will cover the KSBs. The EPA is your opportunity to show an independent assessor how well you can carry out the occupation you have been trained for.

Your employer will choose an end-point assessment organisation (EPAO) to deliver the EPA. Your employer and training provider should tell you what to expect and how to prepare for your EPA.

The length of the training for this apprenticeship is typically 36 months. The EPA period is typically 6 months.

The overall grades available for this apprenticeship are:

  • fail
  • pass
  • merit
  • distinction

When you pass the EPA, you will be awarded your apprenticeship certificate.

EPA gateway

The EPA gateway is when the EPAO checks and confirms that you have met any requirements required before you start the EPA. You will only enter the gateway when your employer says you are ready.

The gateway requirements for your EPA are:

  • achieved English and mathematics qualifications in line with the apprenticeship funding rules
  • for the project with questions and answers, the project's title and scope must be agreed with the EPAO and a project summary submitted

  • for the professional discussion underpinned by a portfolio of evidence, you must submit a portfolio of evidence

Assessment methods


Multiple-choice test

You will complete a multiple-choice test. It will be closed book, meaning you will not have access to any books or reference materials.

The test will have 30 multiple-choice questions. You will have 45 minutes to complete it.



Project with report

You will complete a project and write a report. You will be asked to complete a project. The title and scope must be agreed with the EPAO at the gateway. The report should be a maximum of 3500 words (with a 10% tolerance).

You will have 16 weeks to complete the project and submit the report to the EPAO.

You will have a question and answer session with an independent assessor to discuss the project. It will last 30 minutes. They will ask at least 4 questions.


Professional discussion underpinned by a portfolio of evidence

You will have a professional discussion with an independent assessor. It will last 60 minutes. They will ask you at least 6 questions. The questions will be about certain aspects of your occupation. You need to compile a portfolio of evidence before the EPA gateway. You can use it to help answer the questions.

The EPAO will confirm where and when each assessment method will take place.

Who to contact for help or more information

You should speak to your employer if you have a query that relates to your job.

You should speak to your training provider if you have any questions about your training or EPA before it starts.

You should receive detailed information and support from the EPAO before the EPA starts. You should speak to them if you have any questions about your EPA once it has started.


Reasonable adjustments

If you have a disability, a physical or mental health condition or other special considerations, you may be able to have a reasonable adjustment that takes this into account. You should speak to your employer, training provider and EPAO and ask them what support you can get. The EPAO will decide if an adjustment is appropriate.


Professional recognition

This apprenticeship aligns with The Chartered Institute Of Building (CIOB) for TechCIOB of CIOB

Please contact the professional body for more details.

This apprenticeship aligns with Chartered Institute of Architectural Technologists for Associate of CIAT

Please contact the professional body for more details.

Print occupational standard

Details of the occupational standard

Occupation summary

This occupation is found in the construction, built environment and engineering sectors, with construction design and build technicians employed in a variety of organisation types and sizes. 

Construction design and build technicians can undertake generalised design and management roles and also specialise in specific aspects of building design or particular building types, including: structural or civil engineering; mechanical, electrical and plumbing design; residential or commercial property; landscape design; digital engineering; planning, estimating and costing designs; building conservation; renovation; retrofit; sustainability and green design.

The broad purpose of the occupation is to support multi-disciplinary teams to design and construct the built environment, ensuring projects meet the needs of clients and users, whilst delivering to the required levels of quality, safety, security, efficiency and environmental sustainability. 

Construction design and build technicians coordinate all of the design work required during construction projects. They manage the production of technical information models, both 2D and digital, used to build a structure. They bring together architects, structural and service engineers, along with specialist designers and Building Information Modelling BIM technicians, to create coordinated designs which can be used during the build and aid maintenance of the structure once complete.

They use a wide range of design and analysis software tools utilising BIM tools and processes to create and share complex design information with architectural and engineering professionals as well as contractors and clients.

They work in design studios or based on a construction site office, depending on the project.  In all cases they will be required to attend site visits and project meetings and provide up-to-date information to enable construction to take place.

They need to source, review, analyse and evaluate a range of information and data, perform advanced calculations, and analyse technical design problems to reach appropriate solutions.

In their daily work, an employee in this occupation interacts with architects, structural and service engineers, along with specialist designers and Building Information Modelling BIM technicians, as well as clients and statutory bodies and construction site managers and their teams during the build phase. 

An employee in this occupation will be responsible for analysing design problems and determining technical solutions and then presenting these with building designs and drawings to groups of other professionals. They work collaboratively with architects, engineers and contractors to help develop building designs ahead of construction taking place, as well as providing technical details, information and solutions during the construction phase.  In doing so, they must exercise responsibility, autonomy and judgement within broad but generally well-defined parameters.

Construction design and build technicians need to have broad technical knowledge of construction technology, methodologies, materials and techniques in order to present detailed and accurate drawings and plans.  They must use relevant research or development to ensure their plans meet current building regulations, codes and standards as well considering safety, security, efficiency, and environmental sustainability. 

They will have digital skills and be able to create and use BIM models, to ISO 19650 standards, to manage information through the whole life cycle of a built asset, from initial design all the way through to construction.  

Multi-disciplinary teamworking and collaboration is at the heart of this role.  Therefore, effective communication and interpersonal skills are important qualities.

 

Typical job titles include:

Architectural technologist Assistant design co-ordinator Bim technician Construction design and build technician Construction design build co-ordinator Construction site technician Construction technician Design and build co-ordinator Design assistant Design co-ordinator Design manager Design technician Digital engineer Engineering technician

Occupation duties

Duty KSBs

Duty 1 Collate, interpret and analyse all design and technical information.

K2 K3 K4 K6 K7 K8 K9 K15 K18 K22 K23 K24 K26 K31 K32 K33

S2 S3 S6 S7 S11 S12 S18 S20 S21 S22 S23 S24

B3 B4

Duty 2 Select and apply appropriate materials, technologies and processes, to plan, analyse and undertake design and construction activities.

K2 K3 K4 K6 K7 K8 K16 K17 K18 K31 K32 K33

S2 S3 S5 S9 S10 S18 S20 S22

Duty 3 Contribute to design projects and deliver appropriate and effective schematic and technical design solutions, by selecting, reviewing and evaluating various sources of information/data and technical information.

K1 K2 K3 K4 K6 K7 K8 K10 K16 K18 K20 K21 K22 K23 K24 K31 K32 K33

S2 S3 S5 S6 S7 S9 S18 S19 S20 S24

B1 B3 B4 B5

Duty 4 Propose design solutions to technical problems, by preparing and presenting design documentation to industry standards.

K1 K2 K3 K4 K9 K10 K15 K32

S4 S5 S11 S12 S16 S21

B1 B5

Duty 5 Demonstrate compliance with health, safety and welfare requirements, apply and improve safe systems of work.

K1 K5 K11 K15 K17 K22 K23

S6 S7 S8 S11 S21 S22 S24

B1 B4 B5

Duty 6 Identify, evaluate and mitigate risks associated with their own work, and in the projects and activities they are responsible for.

K5 K14 K22 K23 K25

S6 S7 S8 S22 S24

B1 B3

Duty 7 Carry out and report on inspection activities related to compliance against design, contractual and technical aspects of the design and produce clearly written, technically accurate inspection reports.

K2 K3 K4 K9 K11 K12 K15 K17 K24 K27 K28 K29 K30 K32

S1 S2 S3 S4 S11 S14 S15 S17 S21 S22

B1

Duty 8 Review design and engineering methods, identifying potential improvements to processes, materials, resources or planning. For example, improvements in quality, cost, efficiency and environmental impact.

K6 K7 K8 K9 K10 K11 K13 K16 K17 K18 K20 K21 K27 K30 K31 K33

S1 S2 S9 S14 S15 S18 S19 S20

B3 B4

Duty 9 Continually research and evaluate sector changes and innovations to inform personal professional development activity to enhance knowledge and skills.

K8 K11 K14 K16 K17 K18 K33

S2 S9 S16

B2

Duty 10 Work collaboratively with, and facilitate communication between clients, design and construction teams, statutory bodies, end-users and other stakeholders.

K1 K2 K3 K4 K9 K10 K12 K13 K15 K19 K21 K25 K26 K28 K29

S4 S6 S7 S8 S9 S12 S13 S17 S18 S21 S22 S23 S24

B1 B3 B5

Duty 11 Demonstrate the application of quality and information management, and assurance systems and processes, for example ISO 19650, recognising the need for these, and their role in continuous improvement.

K7 K8 K9 K10 K11 K12 K13 K15 K29

S4 S10 S11 S12 S13 S16 S21 S22 S24

B1 B3

Duty 12 Demonstrate compliance with environmental policies and legislation, practice sustainable principles, and evaluate how these impact on projects and assist in the achievement of net zero carbon emissions targets.

K6 K10 K11 K12 K13 K16 K17 K18 K20 K21 K30 K33

S2 S5 S6 S7 S9 S11 S14 S15 S16 S18 S19

B1 B3

Duty 13 Use analytical design and engineering analysis software as part of a BIM process and other techniques, to inform, develop or manage architectural and engineering solutions.

K2 K3 K4 K9 K10 K17 K18 K21 K27 K32 K33

S1 S2 S4 S5 S13 S16 S19 S22 S24

Duty 14 Contribute to the implementation and management of legal and contractual processes on a construction project.

K1 K5 K11 K12 K19 K28 K30

S6 S7 S14 S15 S17

B1 B5

Duty 15 Contribute to the measurement and costing of design and construction works during a project.

K2 K3 K4 K9 K10 K26 K27 K32

S1 S11 S13 S16 S18 S22 S23 S24

Duty 16 Contribute to the recording, analysis and reporting of progress on a construction project.

K2 K3 K4 K5 K9 K10 K15 K29 K32

S11 S16 S21 S22 S24

KSBs

Knowledge

K1: Equity, diversity and inclusion in the workplace. Back to Duty

K2: Information technology: Building Information Modelling BIM tools and processes, Common Data Environments CDE, spreadsheets, presentation, word processing, email, virtual communication and learning platforms. General Data Protection Regulation GDPR Back to Duty

K3: Documentation and data collection principles, methods and requirements - electronic and analogue. Back to Duty

K4: Technological development and innovation in the construction sector. Back to Duty

K5: Hazard identification techniques and principles of risk management systems. Back to Duty

K6: Design principles: scientific, theoretical and technical. Back to Duty

K7: Design defect identification and problem solving techniques. Back to Duty

K8: Properties, selection criteria and performance of materials, components and parts used in design solutions. Selection criteria. Back to Duty

K9: Technical design models 3D and 2D production techniques using BIM tools including design for design, analysis and planning. Software limitations. Back to Duty

K10: Methods of interpreting and extracting relevant information from drawings, specifications, BIM, and other task specific modelling software. Back to Duty

K11: Industry policies, standards, and codes of practice, including the Building Safety Act. Back to Duty

K12: Principles of sustainable development and their impact on the lifecycle of design solutions, including net zero carbon emissions, environmental policies and legislations, and the climate change act. Back to Duty

K13: Ethical and data security principles as applied to the design and construction sector. Back to Duty

K14: Methods to maintain professional competence and technical knowledge including initial professional development IPD and continuing professional development CPD. Back to Duty

K15: Methods of communication and when to use them, using appropriate construction terminology and conventions. Adapting style to audience. Barriers in communication and how to overcome them. Back to Duty

K16: Modern methods of construction MMC used in design solutions. Back to Duty

K17: Design principles used in retrofit projects, construction and technical design solutions, and the common constraints faced. Back to Duty

K18: Environmental and sustainability regulations and guidance. Environmental hazards that can arise from construction operations. Environmental management systems standard. Environmental Protection Act. Environmental signage and notices. Principles of waste management and designing out waste. Back to Duty

K19: Legislation and types of construction contracts relevant to construction projects and procurement types. Back to Duty

K20: Energy sources: low carbon CHP, biomass GSHP, zero carbon heat and power, wind, solar PV, thermal, hydro aiming for net zero energy in use. Back to Duty

K21: Methods of optimising energy use through design: fabric efficiency, passive and active design solutions, low energy lighting, building controls, energy performance. Back to Duty

K22: Health and safety regulations relevant to the occupation and the technician’s responsibilities. Back to Duty

K23: Building safety legislation, Construction Design and Management regulations. Occupational health and management systems. Back to Duty

K24: Historical architectural typologies, construction materials and construction methods used in traditional buildings including substructure, drainage, roofs, walls, floors, doors and windows. Back to Duty

K25: Awareness of issues and common symptoms and warning signs of stress, anxiety, and depression, plus where to go for help and the resources available. Back to Duty

K26: Project management techniques: project budgets, estimating, cost control, cost forecasting, and investment appraisal. Back to Duty

K27: Mathematical, statistical, data interpretation tools. Analytical and computational methods used to interpret and solve technical and engineering problems. Back to Duty

K28: Site inspection processes and reporting techniques. Back to Duty

K29: Collaborative working, relationship management techniques with clients and stakeholders. Back to Duty

K30: Quality assurance techniques. Back to Duty

K31: Site and building space optimisation techniques: site selection, location, layout, passive orientation, perspective, how the design works with surroundings, maximise daylighting, solar gain, prevent overheating, prevailing winds, ventilation, natural, cross, mixed, thermal comfort and thermal mass. Back to Duty

K32: Principles and use of analytical and computer design based software packages. Back to Duty

K33: Climate change – the nature and sources of harmful emissions and reduction measures that can be taken both by individuals and organisations. including the types of practices necessary to support achievement of the government’s sustainability and net zero goals, including personal responsibilities. How the sector approaches energy use, travel strategies, waste management, financial services, procurement, water use, infrastructure, adaptation and use of building. Back to Duty

Skills

S1: Apply mathematical, statistical and data interpretation tools, using analytical and computational methods to interpret and solve technical, engineering and design problems. Back to Duty

S2: Interpret and compare performance information to choose compliant materials, components and parts. Back to Duty

S3: Select and use technical literature and other sources of information and data. Back to Duty

S4: Produce design and technical drawings, designs, and models, using analytical and computer-based software packages. Back to Duty

S5: Produce technical design solutions. Back to Duty

S6: Comply with industry standards, CDM, statutory regulation and legislation, policies, and codes of practice. Back to Duty

S7: Comply with health, safety and welfare regulations, standards and guidance. Back to Duty

S8: Complete risk assessments to identify, evaluate and mitigate risk. Back to Duty

S9: Apply principles of sustainable development and assess impact. Back to Duty

S10: Apply ethical and data security principles to design projects. Back to Duty

S11: Prepare written design reports. Back to Duty

S12: Interact with the operation and maintenance of a Common Data Environment CDE and ensure this maintains integrity and follows agreed protocols and that data security. Back to Duty

S13: Handle information including validating, managing, disseminating and storing throughout all stages of a project or asset. Back to Duty

S14: Identify design defects and solve problems to advise a compliant outcome, escalate issues or concerns. Back to Duty

S15: Apply quality assurance techniques. Back to Duty

S16: Use computer based software systems and packages to manage construction projects for example BIM tools, data analytics and databases. Back to Duty

S17: Conduct site inspections of designs and report findings. Back to Duty

S18: Comply with sustainability regulations, standards, and guidance including the management and designing out of waste. Back to Duty

S19: Optimise energy use through design of efficient fabric, passive and active design solutions, low energy lighting, building controls, energy performance. Back to Duty

S20: Optimise site potential and building space. Back to Duty

S21: Communicate with internal and external stakeholders using sector specific terminology. Back to Duty

S22: Work collaboratively with internal and external stakeholders. Back to Duty

S23: Apply project management techniques. For example: project budgets, estimating, cost control, cost forecasting, and investment appraisal. Back to Duty

S24: Interpret and extract relevant information from drawings, specifications and work instructions including BIM, and other task specific modelling software Back to Duty

Behaviours

B1: Take personal responsibility for and promote sustainable principles. Back to Duty

B2: Committed to maintaining and enhancing competence of self and others through Continued Professional Development CPD. Back to Duty

B3: Act ethically. Back to Duty

B4: Puts safety first for themselves and others Back to Duty

B5: Encourage a diverse and inclusive culture. Back to Duty

Qualifications

English and Maths

Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-Point Assessment. For those with an education, health and care plan or a legacy statement, the apprenticeship’s English and maths minimum requirement is Entry Level 3. A British Sign Language (BSL) qualification is an alternative to the English qualification for those whose primary language is BSL.

Professional recognition

This standard aligns with the following professional recognition:

  • The Chartered Institute Of Building (CIOB) for TechCIOB of CIOB
  • Chartered Institute of Architectural Technologists for Associate of CIAT
Print EPA plan

End-point assessment plan

V1.1

Introduction and overview

This document explains the requirements for end-point assessment (EPA) for the construction design and build technician apprenticeship. End-point assessment organisations (EPAOs) must follow this when designing and delivering the EPA.

Construction design and build technician apprentices, their employers and training providers should read this document.

A full-time construction design and build technician apprentice typically spends 36 months on-programme. The apprentice must spend at least 12 months on-programme and complete the required amount of off-the-job training in line with the apprenticeship funding rules.

The EPA should be completed within an EPA period lasting typically 6 months.

The apprentice must complete their training and meet the gateway requirements before starting their EPA. The EPA will assess occupational competence.

An approved EPAO must conduct the EPA for this apprenticeship. Employers must work with the training provider to select an approved EPAO from the apprenticeship providers and assessment register (APAR).

This EPA has 3 assessment methods.

The grades available for each assessment method are below.

Assessment method 1 - multiple-choice test:

  • fail
  • pass

Assessment method 2 - project with questions and answers:

  • fail
  • pass
  • distinction

Assessment method 3 - professional discussion underpinned by a portfolio of evidence:

  • fail
  • pass
  • distinction

The result from each assessment method is combined to decide the overall apprenticeship grade. The following grades are available for the apprenticeship:

  • fail
  • pass
  • merit
  • distinction

EPA summary table

On-programme - typically 36 months

The apprentice must:

  • complete training to develop the knowledge, skills and behaviours (KSBs) outlined in this apprenticeship’s standard
  • complete training towards English and mathematics qualifications in line with the apprenticeship funding rules

  • compile a portfolio of evidence

End-point assessment gateway

The apprentice’s employer must be content that the apprentice is occupationally competent.

The apprentice must:

  • confirm they are ready to take the EPA
  • have achieved English and mathematics qualifications in line with the apprenticeship funding rules

For the project with questions and answers, the apprentice must submit a project title and scope. To ensure the project allows the apprentice to meet the KSBs mapped to this assessment method to the highest available grade, the EPAO should sign-off the project’s title and scope at the gateway to confirm it is suitable. A brief project summary must be submitted to the EPAO. It should be no more than 200 words. This needs to show that the project will provide the opportunity for the apprentice to cover the KSBs mapped to this assessment method. It is not assessed.

For the professional discussion underpinned by a portfolio of evidence, the apprentice must submit a portfolio of evidence.

Gateway evidence must be submitted to the EPAO, along with any organisation specific policies and procedures requested by the EPAO.

End-point assessment - typically 6 months

The grades available for each assessment method are below

Multiple-choice Test:

  • fail

  • pass

Project with questions and answers:

  • fail

  • pass

  • distinction

Professional Discussion underpinned by a portfolio of evidence:

  • fail

  • pass

  • distinction

Overall EPA and apprenticeship can be graded:

    • fail
    • pass
    • merit
    • distinction

Professional recognition

This apprenticeship aligns with:

  • The Chartered Institute Of Building (CIOB) for TechCIOB of CIOB

This apprenticeship aligns with:

  • Chartered Institute of Architectural Technologists for Associate of CIAT

Re-sits and re-takes
  • re-take and re-sit grade cap: pass
  • re-sit timeframe: typically 4 months
  • re-take timeframe: typically 6 months

Duration of end-point assessment period

The EPA is taken in the EPA period. The EPA period starts when the EPAO confirms the gateway requirements have been met and is typically 6 months.

The EPAO should confirm the gateway requirements have been met and start the EPA as quickly as possible.

EPA gateway

The apprentice’s employer must be content that the apprentice is occupationally competent. That is, they are deemed to be working at or above the level set out in the apprenticeship standard and ready to undertake the EPA. The employer may take advice from the apprentice's training provider, but the employer must make the decision. The apprentice will then enter the gateway.

The apprentice must meet the gateway requirements before starting their EPA.

They must:

  • confirm they are ready to take the EPA
  • have achieved English and mathematics qualifications in line with the apprenticeship funding rules

  • submit a project title and scope for the project with questions and answers

The apprentice must submit the following supporting material: a 200-word project scope. The project’s subject, title and scope will be agreed between the apprentice, the employer and the EPAO.

  • submit a portfolio of evidence for the professional discussion underpinned by a portfolio of evidence

Portfolio of evidence requirements:

The apprentice must compile a portfolio of evidence during the on-programme period of the apprenticeship. It should only contain evidence related to the KSBs that will be assessed by the professional discussion. It will typically contain 15 discrete pieces of evidence. Evidence must be mapped against the KSBs. Evidence may be used to demonstrate more than one KSB; a qualitative as opposed to quantitative approach is suggested.

Evidence sources may include:

  • workplace documentation and records, for example:
  • workplace policies and procedures
  • witness statements
  • annotated photographs
  • video clips with a maximum total duration 10 minutes; the apprentice must be in view and identifiable

This is not a definitive list; other evidence sources can be included.

The portfolio of evidence should not include reflective accounts or any methods of self-assessment. Any employer contributions should focus on direct observation of performance, for example, witness statements, rather than opinions. The evidence provided should be valid and attributable to the apprentice; the portfolio of evidence should contain a statement from the employer and apprentice confirming this.

The EPAO should not assess the portfolio of evidence directly as it underpins the professional discussion. The independent assessor should review the portfolio of evidence to prepare questions for the professional discussion. They are not required to provide feedback after this review.

Gateway evidence must be submitted to the EPAO, along with any organisation specific policies and procedures requested by the EPAO.

Order of assessment methods

The assessment methods can be delivered in any order.

The result of one assessment method does not need to be known before starting the next.

Multiple-choice Test

Overview

In the multiple-choice test, the apprentice answers questions in a controlled and invigilated environment. It gives the apprentice the opportunity to demonstrate the knowledge mapped to this assessment method.

Rationale

This assessment method is being used because:

  • it can assess knowledge
  • it is easy to administer
  • it can be conducted remotely and administered to multiple apprentices at the same time, potentially reducing cost.

Delivery


The multiple-choice test must be structured to give the apprentice the opportunity to demonstrate the knowledge mapped to this assessment method to the highest available grade.

The test must be computer based.

The test will consist of 30 multiple-choice questions.

Multiple-choice questions must have four options, including one correct answer.

The apprentice must be given at least 7 days’ notice of the date and time of the test.

Test administration

The apprentice must have 45 minutes to complete the test.

The test is closed book which means that the apprentice cannot refer to reference books or materials whilst taking the test.

The test must be taken in the presence of an invigilator who is the responsibility of the EPAO. The EPAO must have an invigilation policy setting out how the test must be conducted. It must state the ratio of apprentices to invigilators for the setting and allow the test to take place in a secure way.

The EPAO must verify the apprentice’s identity and ensure invigilation of the apprentice for example, with 360-degree cameras and screen sharing facilities.

The EPAO is responsible for the security of the test including the arrangements for on-line testing. The EPAO must ensure that their security arrangements maintain the validity and reliability of the test.

Marking

The test must be marked by an independent assessor or marker employed by the EPAO. They must follow a marking scheme produced by the EPAO. Marking by computer is allowed where question types support this.

A correct answer gets 1 mark.

Any incorrect or missing answers get zero marks.

The EPAO is responsible for overseeing the marking of the test.

Assessment location

The apprentice must take the test in a suitably controlled and invigilated environment that is a quiet room, free from distractions and influence. The EPAO must check the venue is suitable.

The test could take place remotely if the appropriate technology and systems are in place to prevent malpractice.

Question and resource development

The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation.

The EPAO should maintain the security and confidentiality of EPA materials when consulting with employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.    

The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.  

The EPAO must ensure that the apprentice has a different set of questions in the case of re-sits or re-takes.

The EPAO must produce the following materials to support the test:

  • independent assessor assessment materials which include:
    • training materials
    • administration materials
    • moderation and standardisation materials
    • guidance materials
    • grading guidance
    • test specification
    • sample test and mark schemes
    • live tests and mark schemes
    • question bank
  • EPA guidance for the apprentice and the employer

The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.

Project with questions and answers

Overview

A project involves the apprentice completing a significant and defined piece of work that has a real business application and benefit. The project must meet the needs of the employer’s business and be relevant to the apprentice’s occupation and apprenticeship.

This assessment method has 2 components:

  • project with a project output

  • question and answer session

Together, these components give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method. They are assessed by an independent assessor.

Rationale

This assessment method is being used because:

  • it assesses knowledge, skills and behaviour holistically
  • it allows for a range of activities to be demonstrated
  • it can produce something that is of genuine business benefit to the apprentice’s employer

Delivery

A construction design project, the construction design project could be a complete design or an element of a design.

The construction design project could be based upon, but not limited to, any of the following:

  • structural or engineering design
  • mechanical, electrical or plumbing design
  • residential or commercial property design
  • digital engineering design
  • planning, estimating and costing design
  • building conservation design
  • renovation design
  • retrofit design

The project must include:

  • use of literature, information and data
  • design solution, including technical drawings and modelling
  • application and impact of sustainable principles, including optimising energy use
  • application of ethical and data security principles
  • application of quality assurance
  • compliance with environmental, safety and industry legal and regulatory framework requirements and codes of practise
  • written design report
  • collaboration with stakeholders.

To ensure the project allows the apprentice to meet the KSBs mapped to this assessment method to the highest available grade, the EPAO must sign-off the project’s title and scope at the gateway to confirm it is suitable. The EPAO must refer to the grading descriptors to ensure that projects are pitched appropriately.

The project output must be in the form of a report.

The apprentice must start the project after the gateway. The employer should ensure the apprentice has the time and resources, within the project period, to plan and complete their project.

The apprentice may work as part of a team to complete the project, which could include internal colleagues or technical experts. The apprentice must however, complete their project report unaided and it must be reflective of their own role and contribution. The apprentice and their employer must confirm this when the report is submitted.

Component 1: Project report

The report must include at least:

  • an executive summary (or abstract)
  • an introduction
  • the scope of the project (including key performance indicators, aims and objectives)
  • a project plan
  • research outcomes
  • data analysis outcomes
  • project outcomes
  • discussion of findings
  • recommendations and conclusions
  • references
  • appendix containing mapping of KSBs to the report.

The report must also include:

  • technical designs and modelling
  • written design report

The project report must have a word count of 3500 words. A tolerance of 10% above or below is allowed at the apprentice’s discretion. Appendices, references and diagrams are not included in this total. The apprentice must produce and include a mapping in an appendix, showing how the report evidences the KSBs mapped to this assessment method.

The apprentice must complete and submit the report to the EPAO by the end of week 16 of the EPA period.

Component 2: Question and answer session

The question and answer session must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.

The apprentice must be questioned about their project and report.

The question and answer session must last for 30 minutes. The independent assessor must use the full time available for questioning and they can increase the total time by up to 10%. This time is to allow the apprentice to respond to a question if necessary.

The independent assessor must ask at least 4 questions. They must use the questions from their EPAO’s question bank or create their own questions in line with the EPAO’s training. Follow up questions are allowed where clarification is required.

The purpose of the independent assessor's questions is:

  • to verify that the activity was completed by the apprentice
  • to seek clarification where required
  • to assess those KSBs that the apprentice did not have the opportunity to demonstrate with the report, although these should be kept to a minimum
  • to assess level of competence against the grading descriptors

The independent assessor must have at least 2 weeks to review the project report before the question and answer session, to allow them to prepare questions.

The apprentice must be given at least 2 weeks’ notice of the question and answer session.

Assessment decision

The independent assessor must make the grading decision. They must assess the project components holistically when deciding the grade.

The independent assessor must keep accurate records of the assessment. They must record:

  • the KSBs demonstrated in the report and question and answer session
  • the apprentice’s answers to questions
  • the grade achieved

Assessment location

The question and answer session must take place in a suitable venue selected by the EPAO for example, the EPAO’s or employer’s premises. It should take place in a quiet room, free from distractions and influence.

The question and answer session can be conducted by video conferencing. The EPAO must have processes in place to verify the identity of the apprentice and ensure the apprentice is not being aided.

Question and resource development

The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO must maintain the security and confidentiality of EPA materials when consulting with employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.

The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.

The EPAO must ensure that the apprentice has a different set of questions in the case of re-sits or re-takes.

EPAO must produce the following materials to support the project:

  • independent assessor EPA materials which include:
    • training materials
    • administration materials
    • moderation and standardisation materials
    • guidance materials
    • grading guidance
    • question bank
  • EPA guidance for the apprentice and the employer

The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.

Professional Discussion underpinned by a portfolio of evidence

Overview

In the professional discussion, an independent assessor and apprentice have a formal two-way conversation. It gives the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method.

The apprentice can refer to and illustrate their answers with evidence from their portfolio of evidence.

Rationale

This assessment method is being used because:

  • it assesses KSBs holistically and objectively
  • it allows for the assessment of KSBs that do not occur on a predictable or regular basis
  • it allows for assessment of responses where there are a range of potential answers it can be conducted remotely
  • potentially reduces cost

Delivery

The professional discussion must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.

An independent assessor must conduct and assess the professional discussion.

The purpose of the independent assessor's questions will be to assess the following themes:

  • health and safety
  • sustainability
  • project management
  • problem solving
  • site inspection
  • communication
  • equity, diversity and inclusion
  • CPD and well-being

The EPAO must give an apprentice 2 weeks' notice of the professional discussion.

The independent assessor must have at least 2 weeks to review the supporting documentation.

The apprentice must have access to their portfolio of evidence during the professional discussion.

The apprentice can refer to and illustrate their answers with evidence from their portfolio of evidence however, the portfolio of evidence is not directly assessed.

The professional discussion must last for 60 minutes. The independent assessor can increase the time of the professional discussion by up to 10%. This time is to allow the apprentice to respond to a question if necessary.

The independent assessor must ask at least 6 questions. The independent assessor must use the questions from the EPAO’s question bank. Follow-up questions are allowed where clarification is required.

The independent assessor must make the grading decision.

The independent assessor must keep accurate records of the assessment. They must record:

  • the apprentice’s answers to questions
  • the KSBs demonstrated in answers to questions
  • the grade achieved 

Assessment location

The professional discussion must take place in a suitable venue selected by the EPAO for example, the EPAO’s or employer’s premises.

The professional discussion can be conducted by video conferencing. The EPAO must have processes in place to verify the identity of the apprentice and ensure the apprentice is not being aided.

The professional discussion should take place in a quiet room, free from distractions and influence.

Question and resource development

The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO must maintain the security and confidentiality of EPA materials when consulting with employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.

The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.

The EPAO must ensure that the apprentice has a different set of questions in the case of re-sits or re-takes.

The EPAO must produce the following materials to support the professional discussion underpinned by a portfolio of evidence:

  • independent assessor assessment materials which include:
    • training materials
    • administration materials
    • moderation and standardisation materials
    • guidance materials
    • grading guidance
    • question bank
  • EPA guidance for the apprentice and the employer

The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.

Grading

Project with questions and answers

Fail - does not meet pass criteria

Theme
KSBs
Pass
Apprentices must demonstrate all of the pass descriptors
Distinction
Apprentices must demonstrate all of the pass descriptors and all of the distinction descriptors
Documentation, data and ethical principles
K3 K13 S3 S10 B3

Selects and uses electronic and analogue documentation including technical literature, data and other sources of information to inform the design in line with task requirements and data collection principles (K3, S3).

Acts ethically throughout the development of the project and applies ethical and data security principles to the design process and solution in line with industry regulations, standards, policies and codes of practice. (K13, S10, B3)

 

Evaluates how their choice of technical literature, data and other sources of information have impacted the design solution and decisions made. (K3, S3)

Evaluates how their choice and application of ethical and data security principles have impacted the design process and solution. (K13, S10)

 

Design solutions
K6 K8 K30 S2 S5 S6 S11 S15

Applies design principles to produce a technical design solution, including a written designs report, in line with task requirements and in compliance with industry standards, CDM (Construction design management), statutory regulation and legislation, policies and codes of practice. (K6, S5, S6, S11) 

Compares product performance information to specify compliant materials, components and parts, based upon their properties, performance and suitability for the design output in line with selection criteria, task requirements and industry regulations, standards, policies and codes of practice (K8, S2)

Applies quality assurance techniques to ensure the design solution meets project requirements and industry regulations, standards, policies and codes of practice. (K30, S15)

 

Evaluates how legal and statutory requirements have impacted the design solution and how this will impact on future similar projects (S6)

 

Evaluates what went well and any lessons learnt during the production of the design solution and how they would apply to future projects. (S5)

Sustainability
K12 S9 S19 B1

Optimises the potential energy efficiency of the design solution, through the use of efficient fabric, passive and active design solutions, low energy lighting, building controls and energy performance, in line with task requirements and industry regulations, standards, policies, and codes of practice (S19)

Takes personal responsibility for applying and promoting sustainable development principles to the design solution. Assesses how the principles will impact the life cycle of the design solution, contribute to net zero emissions targets and comply with environmental policies and legislations, including the climate change act. (K12, S9, B1)

 

Optimises improvements to sustainable design principles through evaluation of existing sustainability design principles. (K12, S9)

Drawings and modelling
K9 K32 S4

Uses analytical and computer-based design software packages, including BIM to produce design and technical drawings and 2D and 3D models, in line with task requirements and the project solution. Explains the limitations of the software for design and modelling. (K9, K32, S4)

Evaluates the benefits to the business and stakeholders of using analytical and computer-based software packages throughout the design process. (K9, K32, S4)

 

Collaborative working
K29 S22

Works collaboratively with internal and external stakeholders to inform the design solution in line with task requirements. (K29, S22)

Evaluates how their choice of collaborative and relationship management techniques contribute to a positive outcome. (K29, S22)

Professional Discussion underpinned by a portfolio of evidence

Fail - does not meet pass criteria

Theme
KSBs
Pass
Apprentices must demonstrate all of the pass descriptors
Distinction
Apprentices must demonstrate all of the pass descriptors and all of the distinction descriptors
Health and Safety
S7 S8 B4

Describes how they priorities and comply with health, safety and welfare regulations, standards and guidance and promote health, safety and welfare to others. (S7, B4)

Describes how they complete risk assessment to identify, evaluate and mitigate risks, in line with project objectives, industry standards, CDM, statutory regulation and legislation, policies, and codes of practice. (S8)

 

Explains the benefits to the business of prioritising and promoting health, safety and welfare. (S7)

 

 

 

Sustainability
K18 S18

Describes how they comply with sustainability regulations and guidance during on site activities and the design stage, including the management and designing out of waste. (K18, S18)

Evaluates the benefits for individuals and the business of compliance with environmental and sustainability procedures, standards and regulations. (K18, S18)

 

 

Project Management
K2 K10 K26 S12 S13 S16 S20 S23 S24

Explains how they interpret and extract information from drawings, specifications, BIM and other task specific modelling software at key stages during the design and build process to support project completion. (K10, S24)

Describes how they use computer software packages and interact with the operation and maintenance of a Common Data Environment (CDE) during the management of a design and build project, ensuring integrity is maintained and agreed protocols for data security are followed. (K2, S12, S16)

Describe how they handle information, including validating, managing dissemination and storing throughout all stages of a project or asset in line legislation and industry standards and guidance (S13)

Describes how they apply project management techniques during the design and build stages of a construction project in line with project objectives and industry standards and guidance. (K26, S23)

Describes how they optimise site potential and building space, during on-site activities in line with project objectives and industry standards and guidance. (S20)

 

Evaluates how their choice of project management techniques achieved positive project outcomes. (K26, S23)

Evaluates how their choice of site and space optimisation techniques achieved project efficiencies. (K31, S20)

 

Problem solving
K7 K27 S1 S14

Explains how they use mathematical, statistical and data interpretation tools via analytical and computational methods, to solve technical, design and engineering problems in line with their responsibilities and project objectives. (K27, S1)

Describes how they apply techniques to identify design defects and solve design problems to advise on compliant outcomes in line with their responsibilities, project outcomes, industry regulations, standards, and guidance. Explains they how they escalate design defect issues or concern which go beyond their level of authority. (K7, S14)

 

Analyses their choice of applied design problem-solving techniques, identifying the benefits and risks to meeting the project objectives. (K7, S14)

Site Inspection
K28 S17

Describes how they carry out site inspections and report findings in line with organisational procedures and the project design. (K28, S17)

None.

Communication
K15 S21

Describes how they communicate with internal and external stakeholders using communication methods suitable for the context and sector specific terminology that suits the audience (K15, S21).

 

 

None.

Equity, diversity and inclusion
K1 B5

Describes how they encourage an equitable, diverse and inclusive workplace, taking account of unconscious bias and different views in line regulative requirements. (K1, B5)

None.

CPD and wellbeing
K14 K25 B2

Describes how they enhance and maintain the professional competence and technical knowledge of themselves and others through initial professional development IPD and continuing professional development CPD. (K14, B2)

 

Describes mental and physical health considerations of themselves and others and identifies sources of support available for themselves and others (K25)

None.

Multiple-choice Test

Grade Minimum marks required Maximum marks required
Fail 0 19
Pass 20 30

Overall EPA grading

Performance in the EPA determines the overall grade of:

  • fail

  • pass

  • merit

  • distinction

An independent assessor must individually grade the project with questions and answers and professional discussion underpinned by a portfolio of evidence in line with this EPA plan.

The EPAO must combine the individual assessment method grades to determine the overall EPA grade.

If the apprentice fails one assessment method or more, they will be awarded an overall fail.

To achieve an overall pass, the apprentice must achieve at least a pass in all the assessment methods. To achieve an overall EPA merit the apprentice must achieve a pass in the multiple-choice test and a distinction in either the project with questions and answers or the professional discussion and a pass in the other. To achieve an overall EPA distinction the apprentice must achieve a pass in the multiple-choice test and a distinction in the project with questions and answers and the professional discussion.

Grades from individual assessment methods must be combined in the following way to determine the grade of the EPA overall.

Multiple-choice Test Project with questions and answers Professional Discussion underpinned by a portfolio of evidence Overall Grading
Fail Any grade Any grade Fail
Any grade Fail Any grade Fail
Any grade Any grade Fail Fail
Pass Pass Pass Pass
Pass Pass Distinction Merit
Pass Distinction Pass Merit
Pass Distinction Distinction Distinction

Re-sits and re-takes

If the apprentice fails one assessment method or more, they can take a re-sit or a re-take at their employer’s discretion. The apprentice’s employer needs to agree that a re-sit or re-take is appropriate. A re-sit does not need further learning, whereas a re-take does. The apprentice should have a supportive action plan to prepare for a re-sit or a re-take.

The employer and the EPAO should agree the timescale for a re-sit or re-take. A re-sit is typically taken within 4 months of the EPA outcome notification. The timescale for a re-take is dependent on how much re-training is required and is typically taken within 6 months of the EPA outcome notification.

If the apprentice fails the project assessment method, they must amend the project output in line with the independent assessor’s feedback. The apprentice will be given 2 weeks to rework and submit the amended report.

Failed assessment methods must be re-sat or re-taken within a 6-month period from the EPA outcome notification, otherwise the entire EPA will need to be re-sat or re-taken in full.

Re-sits and re-takes are not offered to an apprentice wishing to move from pass to a higher grade.

The apprentice will get a maximum EPA grade of if pass they need to re-sit or re-take one or more assessment methods, unless the EPAO determines there are exceptional circumstances.

Roles and responsibilities

Roles Responsibilities

Apprentice

As a minimum, the apprentice should:

  • complete on-programme training to meet the KSBs as outlined in the apprenticeship standard for a minimum of 12 months
  • complete the required amount of off-the-job training specified by the apprenticeship funding rules and as arranged by the employer and training provider
  • understand the purpose and importance of EPA
  • prepare for and undertake the EPA including meeting all gateway requirements

Employer

As a minimum, the apprentice's employer must:

  • select the training provider 
  • work with the training provider to select the EPAO 
  • work with the training provider, where applicable, to support the apprentice in the workplace and to provide the opportunities for the apprentice to develop the KSBs
  • arrange and support off-the-job training to be undertaken by the apprentice 
  • decide when the apprentice is working at or above the apprenticeship standard and is ready for EPA
  • ensure the apprentice is prepared for the EPA
  • ensure that all supporting evidence required at the gateway is submitted in line with this EPA plan
  • confirm arrangements with the EPAO for the EPA in a timely manner, including who, when, where
  • provide the EPAO with access to any employer-specific documentation as required for example, company policies
  • ensure that the EPA is scheduled with the EPAO for a date and time which allows appropriate opportunity for the apprentice to meet the KSBs
  • ensure the apprentice is given sufficient time away from regular duties to prepare for, and complete the EPA
  • ensure that any required supervision during the EPA period, as stated within this EPA plan, is in place
  • ensure the apprentice has access to the resources used to fulfil their role and carry out the EPA for workplace based assessments
  • remain independent from the delivery of the EPA
  • pass the certificate to the apprentice upon receipt

EPAO

As a minimum, the EPAO must:

  • conform to the requirements of this EPA plan and deliver its requirements in a timely manner
  • conform to the requirements of the apprenticeship provider and assessment register
  • conform to the requirements of the external quality assurance provider (EQAP)
  • understand the apprenticeship including the occupational standard and EPA plan 
  • make all necessary contractual arrangements including agreeing the price of the EPA
  • develop and produce assessment materials including specifications and marking materials, for example mark schemes, practice materials, training material
  • maintain and apply a policy for the declaration and management of conflict of interests and independence. This must ensure, as a minimum, there is no personal benefit or detriment for those delivering the EPA or from the result of an assessment. It must cover:
    • apprentices
    • employers
    • independent assessors
    • any other roles involved in delivery or grading of the EPA
  • have quality assurance systems and procedures that ensure fair, reliable and consistent assessment and maintain records of internal quality assurance (IQA) activity for external quality assurance (EQA) purposes
  • appoint independent, competent, and suitably qualified assessors in line with the requirements of this EPA plan
  • appoint administrators, invigilators and any other roles where required to facilitate the EPA
  • deliver induction, initial and on-going training for all their independent assessors and any other roles involved in the delivery or grading of the EPA as specified within this EPA plan. This should include how to record the rationale and evidence for grading decisions where required 
  • conduct standardisation with all their independent assessors before allowing them to deliver an EPA, when the EPA is updated, and at least once a year 
  • conduct moderation across all of their independent assessors decisions once EPAs have started according to a sampling plan, with associated risk rating of independent assessors 
  • monitor the performance of all their independent assessors and provide additional training where necessary 
  • develop and provide assessment recording documentation to ensure a clear and auditable process is in place for providing assessment decisions and feedback to all relevant stakeholders 
  • use language in the development and delivery of the EPA that is appropriate to the level of the apprenticeship
  • arrange for the EPA to take place in a timely manner, in consultation with the employer
  • provide information, advice, and guidance documentation to enable apprentices, employers and training providers to prepare for the EPA
  • confirm the gateway requirements have been met before they start the EPA for an apprentice
  • arrange a suitable venue for the EPA
  • maintain the security of the EPA including, but not limited to, verifying the identity of the apprentice, invigilation and security of materials
  • where the EPA plan permits assessment away from the workplace, ensure that the apprentice has access to the required resources and liaise with the employer to agree this if necessary
  • confirm the overall grade awarded
  • maintain and apply a policy for conducting appeals

Independent assessor

As a minimum, an independent assessor must: 

  • be independent, with no conflict of interest with the apprentice, their employer or training provider, specifically, they must not receive a personal benefit or detriment from the result of the assessment
  • have, maintain and be able to evidence up-to-date knowledge and expertise of the occupation
  • have the competence to assess the EPA and meet the requirements of the IQA section of this EPA plan
  • understand the apprenticeship’s occupational standard and EPA plan
  • attend induction and standardisation events before they conduct an EPA for the first time, when the EPA is updated, and at least once a year
  • use language in the delivery of the EPA that is appropriate to the level of the apprenticeship
  • work with other personnel, where used, in the preparation and delivery of assessment methods
  • conduct the EPA to assess the apprentice against the KSBs and in line with the EPA plan
  • make final grading decisions in line with this EPA plan
  • record and report assessment outcome decisions
  • comply with the IQA requirements of the EPAO
  • comply with external quality assurance (EQA) requirements

Training provider

As a minimum, the training provider must: 

  • conform to the requirements of the apprenticeship provider and assessment register
  • ensure procedures are in place to mitigate against any conflict of interest
  • work with the employer and support the apprentice during the off-the-job training to provide the opportunities to develop the KSBs as outlined in the occupational standard
  • deliver training to the apprentice as outlined in their apprenticeship agreement
  • monitor the apprentice’s progress during any training provider led on-programme learning
  • ensure the apprentice is prepared for the EPA
  • work with the employer to select the EPAO 
  • advise the employer, upon request, on the apprentice’s readiness for EPA
  • ensure that all supporting evidence required at the gateway is submitted in line with this EPA plan
  • remain independent from the delivery of the EPA

Marker

As a minimum, the marker must:

  • attend induction training as directed by the EPAO 
  • have no direct connection or conflict of interest with the apprentice, their employer or training provider
  • mark test answers in line with the EPAO’s mark scheme and procedures 

Invigilator

As a minimum, the invigilator must: 

  • attend induction training as directed by the EPAO 
  • not invigilate an assessment, solely, if they have delivered the assessed content to the apprentice 
  • invigilate and supervise the apprentice during tests and in breaks during assessment methods to prevent malpractice in line with the EPAO’s invigilation procedures 

Reasonable adjustments

The EPAO must have reasonable adjustments arrangements for the EPA.

This should include:

  • how an apprentice qualifies for a reasonable adjustment
  • what reasonable adjustments may be made

Adjustments must maintain the validity, reliability and integrity of the EPA as outlined in this EPA plan.

Special considerations

The EPAO must have special consideration arrangements for the EPA.

This should include:

  • how an apprentice qualifies for a special consideration
  • what special considerations will be given

Special considerations must maintain the validity, reliability and integrity of the EPA as outlined in this EPA plan.

Internal quality assurance

Internal quality assurance refers to the strategies, policies and procedures that an EPAO must have in place to ensure valid, consistent and reliable EPA decisions.

EPAOs for this EPA must adhere to the requirements within the roles and responsibilities table.

They must also appoint independent assessors who:

  • have recent relevant experience of the occupation or sector to at least occupational level 2 gained in the last 3 years or significant experience of the occupation or sector
  • have professional body membership with:
    • be an associate or chartered professional of the CIAT, CIOB or other recognised professional body.

Value for money

Affordability of the EPA will be aided by using at least some of the following:

  • completing applicable assessment methods online, for example computer-based assessment
  • utilising digital remote platforms to conduct applicable assessment methods
  • assessing multiple apprentices simultaneously where the assessment method permits this
  • using the employer’s premises
  • conducting assessment methods on the same day

Professional recognition

This apprenticeship aligns with:

  • The Chartered Institute Of Building (CIOB) for TechCIOB of CIOB

This apprenticeship aligns with:

  • Chartered Institute of Architectural Technologists for Associate of CIAT

KSB mapping table

Knowledge Assessment methods
K1

Equity, diversity and inclusion in the workplace.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
K2

Information technology: Building Information Modelling BIM tools and processes, Common Data Environments CDE, spreadsheets, presentation, word processing, email, virtual communication and learning platforms. General Data Protection Regulation GDPR

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
K3

Documentation and data collection principles, methods and requirements - electronic and analogue.

Back to Grading
Project with questions and answers
K4

Technological development and innovation in the construction sector.

Back to Grading
Multiple-choice Test
K5

Hazard identification techniques and principles of risk management systems.

Back to Grading
Multiple-choice Test
K6

Design principles: scientific, theoretical and technical.

Back to Grading
Project with questions and answers
K7

Design defect identification and problem solving techniques.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
K8

Properties, selection criteria and performance of materials, components and parts used in design solutions. Selection criteria.

Back to Grading
Project with questions and answers
K9

Technical design models 3D and 2D production techniques using BIM tools including design for design, analysis and planning. Software limitations.

Back to Grading
Project with questions and answers
K10

Methods of interpreting and extracting relevant information from drawings, specifications, BIM, and other task specific modelling software.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
K11

Industry policies, standards, and codes of practice, including the Building Safety Act.

Back to Grading
Multiple-choice Test
K12

Principles of sustainable development and their impact on the lifecycle of design solutions, including net zero carbon emissions, environmental policies and legislations, and the climate change act.

Back to Grading
Project with questions and answers
K13

Ethical and data security principles as applied to the design and construction sector.

Back to Grading
Project with questions and answers
K14

Methods to maintain professional competence and technical knowledge including initial professional development IPD and continuing professional development CPD.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
K15

Methods of communication and when to use them, using appropriate construction terminology and conventions. Adapting style to audience. Barriers in communication and how to overcome them.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
K16

Modern methods of construction MMC used in design solutions.

Back to Grading
Multiple-choice Test
K17

Design principles used in retrofit projects, construction and technical design solutions, and the common constraints faced.

Back to Grading
Multiple-choice Test
K18

Environmental and sustainability regulations and guidance. Environmental hazards that can arise from construction operations. Environmental management systems standard. Environmental Protection Act. Environmental signage and notices. Principles of waste management and designing out waste.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
K19

Legislation and types of construction contracts relevant to construction projects and procurement types.

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Multiple-choice Test
K20

Energy sources: low carbon CHP, biomass GSHP, zero carbon heat and power, wind, solar PV, thermal, hydro aiming for net zero energy in use.

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Multiple-choice Test
K21

Methods of optimising energy use through design: fabric efficiency, passive and active design solutions, low energy lighting, building controls, energy performance.

Back to Grading
Multiple-choice Test
K22

Health and safety regulations relevant to the occupation and the technician’s responsibilities.

Back to Grading
Multiple-choice Test
K23

Building safety legislation, Construction Design and Management regulations. Occupational health and management systems.

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Multiple-choice Test
K24

Historical architectural typologies, construction materials and construction methods used in traditional buildings including substructure, drainage, roofs, walls, floors, doors and windows.

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Multiple-choice Test
K25

Awareness of issues and common symptoms and warning signs of stress, anxiety, and depression, plus where to go for help and the resources available.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
K26

Project management techniques: project budgets, estimating, cost control, cost forecasting, and investment appraisal.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
K27

Mathematical, statistical, data interpretation tools. Analytical and computational methods used to interpret and solve technical and engineering problems.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
K28

Site inspection processes and reporting techniques.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
K29

Collaborative working, relationship management techniques with clients and stakeholders.

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Project with questions and answers
K30

Quality assurance techniques.

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Project with questions and answers
K31

Site and building space optimisation techniques: site selection, location, layout, passive orientation, perspective, how the design works with surroundings, maximise daylighting, solar gain, prevent overheating, prevailing winds, ventilation, natural, cross, mixed, thermal comfort and thermal mass.

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Multiple-choice Test
K32

Principles and use of analytical and computer design based software packages.

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Project with questions and answers
K33

Climate change – the nature and sources of harmful emissions and reduction measures that can be taken both by individuals and organisations. including the types of practices necessary to support achievement of the government’s sustainability and net zero goals, including personal responsibilities. How the sector approaches energy use, travel strategies, waste management, financial services, procurement, water use, infrastructure, adaptation and use of building.

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Multiple-choice Test
Skill Assessment methods
S1

Apply mathematical, statistical and data interpretation tools, using analytical and computational methods to interpret and solve technical, engineering and design problems.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
S2

Interpret and compare performance information to choose compliant materials, components and parts.

Back to Grading
Project with questions and answers
S3

Select and use technical literature and other sources of information and data.

Back to Grading
Project with questions and answers
S4

Produce design and technical drawings, designs, and models, using analytical and computer-based software packages.

Back to Grading
Project with questions and answers
S5

Produce technical design solutions.

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Project with questions and answers
S6

Comply with industry standards, CDM, statutory regulation and legislation, policies, and codes of practice.

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Project with questions and answers
S7

Comply with health, safety and welfare regulations, standards and guidance.

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Professional Discussion underpinned by a portfolio of evidence
S8

Complete risk assessments to identify, evaluate and mitigate risk.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
S9

Apply principles of sustainable development and assess impact.

Back to Grading
Project with questions and answers
S10

Apply ethical and data security principles to design projects.

Back to Grading
Project with questions and answers
S11

Prepare written design reports.

Back to Grading
Project with questions and answers
S12

Interact with the operation and maintenance of a Common Data Environment CDE and ensure this maintains integrity and follows agreed protocols and that data security.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
S13

Handle information including validating, managing, disseminating and storing throughout all stages of a project or asset.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
S14

Identify design defects and solve problems to advise a compliant outcome, escalate issues or concerns.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
S15

Apply quality assurance techniques.

Back to Grading
Project with questions and answers
S16

Use computer based software systems and packages to manage construction projects for example BIM tools, data analytics and databases.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
S17

Conduct site inspections of designs and report findings.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
S18

Comply with sustainability regulations, standards, and guidance including the management and designing out of waste.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
S19

Optimise energy use through design of efficient fabric, passive and active design solutions, low energy lighting, building controls, energy performance.

Back to Grading
Project with questions and answers
S20

Optimise site potential and building space.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
S21

Communicate with internal and external stakeholders using sector specific terminology.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
S22

Work collaboratively with internal and external stakeholders.

Back to Grading
Project with questions and answers
S23

Apply project management techniques. For example: project budgets, estimating, cost control, cost forecasting, and investment appraisal.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
S24

Interpret and extract relevant information from drawings, specifications and work instructions including BIM, and other task specific modelling software

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
Behaviour Assessment methods
B1

Take personal responsibility for and promote sustainable principles.

Back to Grading
Project with questions and answers
B2

Committed to maintaining and enhancing competence of self and others through Continued Professional Development CPD.

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
B3

Act ethically.

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Project with questions and answers
B4

Puts safety first for themselves and others

Back to Grading
Professional Discussion underpinned by a portfolio of evidence
B5

Encourage a diverse and inclusive culture.

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Professional Discussion underpinned by a portfolio of evidence

Mapping of KSBs to grade themes

Project with questions and answers

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Documentation, data and ethical principles
K3 K13
S3 S10
B3

Documentation and data collection principles, methods and requirements - electronic and analogue. (K3)

Ethical and data security principles as applied to the design and construction sector. (K13)

Select and use technical literature and other sources of information and data. (S3)

Apply ethical and data security principles to design projects. (S10)

Act ethically. (B3)

Design solutions
K6 K8 K30
S2 S5 S6 S11 S15

Design principles: scientific, theoretical and technical. (K6)

Properties, selection criteria and performance of materials, components and parts used in design solutions. Selection criteria. (K8)

Quality assurance techniques. (K30)

Interpret and compare performance information to choose compliant materials, components and parts. (S2)

Produce technical design solutions. (S5)

Comply with industry standards, CDM, statutory regulation and legislation, policies, and codes of practice. (S6)

Prepare written design reports. (S11)

Apply quality assurance techniques. (S15)

None

Sustainability
K12
S9 S19
B1

Principles of sustainable development and their impact on the lifecycle of design solutions, including net zero carbon emissions, environmental policies and legislations, and the climate change act. (K12)

Apply principles of sustainable development and assess impact. (S9)

Optimise energy use through design of efficient fabric, passive and active design solutions, low energy lighting, building controls, energy performance. (S19)

Take personal responsibility for and promote sustainable principles. (B1)

Drawings and modelling
K9 K32
S4

Technical design models 3D and 2D production techniques using BIM tools including design for design, analysis and planning. Software limitations. (K9)

Principles and use of analytical and computer design based software packages. (K32)

Produce design and technical drawings, designs, and models, using analytical and computer-based software packages. (S4)

None

Collaborative working
K29
S22

Collaborative working, relationship management techniques with clients and stakeholders. (K29)

Work collaboratively with internal and external stakeholders. (S22)

None

Professional discussion underpinned by a portfolio of evidence

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Health and Safety

S7 S8
B4

None

Comply with health, safety and welfare regulations, standards and guidance. (S7)

Complete risk assessments to identify, evaluate and mitigate risk. (S8)

Puts safety first for themselves and others (B4)

Sustainability
K18
S18

Environmental and sustainability regulations and guidance. Environmental hazards that can arise from construction operations. Environmental management systems standard. Environmental Protection Act. Environmental signage and notices. Principles of waste management and designing out waste. (K18)

Comply with sustainability regulations, standards, and guidance including the management and designing out of waste. (S18)

None

Project Management
K2 K10 K26
S12 S13 S16 S20 S23 S24

Information technology: Building Information Modelling BIM tools and processes, Common Data Environments CDE, spreadsheets, presentation, word processing, email, virtual communication and learning platforms. General Data Protection Regulation GDPR (K2)

Methods of interpreting and extracting relevant information from drawings, specifications, BIM, and other task specific modelling software. (K10)

Project management techniques: project budgets, estimating, cost control, cost forecasting, and investment appraisal. (K26)

Interact with the operation and maintenance of a Common Data Environment CDE and ensure this maintains integrity and follows agreed protocols and that data security. (S12)

Handle information including validating, managing, disseminating and storing throughout all stages of a project or asset. (S13)

Use computer based software systems and packages to manage construction projects for example BIM tools, data analytics and databases. (S16)

Optimise site potential and building space. (S20)

Apply project management techniques. For example: project budgets, estimating, cost control, cost forecasting, and investment appraisal. (S23)

Interpret and extract relevant information from drawings, specifications and work instructions including BIM, and other task specific modelling software (S24)

None

Problem solving
K7 K27
S1 S14

Design defect identification and problem solving techniques. (K7)

Mathematical, statistical, data interpretation tools. Analytical and computational methods used to interpret and solve technical and engineering problems. (K27)

Apply mathematical, statistical and data interpretation tools, using analytical and computational methods to interpret and solve technical, engineering and design problems. (S1)

Identify design defects and solve problems to advise a compliant outcome, escalate issues or concerns. (S14)

None

Site Inspection
K28
S17

Site inspection processes and reporting techniques. (K28)

Conduct site inspections of designs and report findings. (S17)

None

Communication
K15
S21

Methods of communication and when to use them, using appropriate construction terminology and conventions. Adapting style to audience. Barriers in communication and how to overcome them. (K15)

Communicate with internal and external stakeholders using sector specific terminology. (S21)

None

Equity, diversity and inclusion
K1

B5

Equity, diversity and inclusion in the workplace. (K1)

None

Encourage a diverse and inclusive culture. (B5)

CPD and wellbeing
K14 K25

B2

Methods to maintain professional competence and technical knowledge including initial professional development IPD and continuing professional development CPD. (K14)

Awareness of issues and common symptoms and warning signs of stress, anxiety, and depression, plus where to go for help and the resources available. (K25)

None

Committed to maintaining and enhancing competence of self and others through Continued Professional Development CPD. (B2)

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Contact us about this apprenticeship

Employers involved in creating the standard: Ryder Architecture Manchester City Council Manchester Life Laing O'Rourke Bowmer and Kirkland Black and White Engineering Desco Gleeds Identity Consult Sir Robert McAlpine Cundall Chartered Institute of Architectural Technologists (CIAT) The Chartered Institute Of Building CIOB Gateshead College

Version log

Version Change detail Earliest start date Latest start date Latest end date
1.1 Occupational standard, end-point assessment plan and funding band revised. 15/03/2024 Not set Not set
1.0 Approved for delivery 13/09/2019 14/03/2024 Not set

Crown copyright © 2024. You may re-use this information (not including logos) free of charge in any format or medium, under the terms of the Open Government Licence. Visit www.nationalarchives.gov.uk/doc/open-government-licence

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