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Key information

  1. Status: In development
  2. Ticked Proposal approved
    Ticked Occupational standard approved
    Ticked End-point assessment plan approved
    Unticked Funding approved
  3. Reference: ST0233
  4. Level: 2
  5. Minimum duration to gateway: 12 months
  6. Typical EPA period: 3 months
  7. Route: Catering and hospitality
  8. Integration: None
  9. Date updated: 06/09/2024
  10. Lars code: 96
  11. EQA provider: Ofqual
  12. Example progression routes:
  13. Review: this apprenticeship will be reviewed in accordance with our change request policy.
Print occupational standard

Details of the occupational standard

Occupation summary

This occupation is found in a large range of sectors across the hospitality industry, one of the most diverse industries globally. Employers range from small to large. Food and Beverage team members work in a range of establishments including restaurants, cafes, counter service, licensed premises, casinos, and coffee shops.


The broad purpose of the occupation is to assemble and serve a range of food and beverages to customers, ensuring a seamless and quality customer experience. General duties include making beverages such as cocktails, coffees and other drinks, serving food and beverages, managing bookings, greeting and serving customers, promoting items, managing groups of customers, taking payments and resolving any issues or complaints. In a restaurant, for example, food and beverage team members would be expected to perform a variety of daily activities, such as monitoring and managing customers to ensure customer needs are met, waiting tables, serving beverages and assisting customers, communicating efficiently and effectively and creating a positive and comfortable environment. Food and beverage team members would clean and sanitise work areas, utensils and equipment and make sure seating areas were cleared and ready for new customers. Team members are responsible for presenting promotions to customers, and upselling items. Team members are expected to monitor and replenish stock front of house.

In their daily work, an employee in this occupation interacts with... a variety of people including other members of their team and managers. They collaborate closely with back of house colleagues and across the wider organisation. Their main point of contact is with external customers such as restaurant or cafe guests where they are largely responsible for the customer experience.

 An employee in this occupation will be responsible for... carrying out a range of food and beverage service activities, in restaurants, bars, pubs, counter service, and coffee outlets and meeting quality, deadline, productivity, hygiene, financial and environmental requirements. They are largely responsible for timing of service, atmosphere, and guest management front of house. Employees are responsible for applying legislation related to food safety as well as general Health and Safety. They are responsible for ensuring customer needs are met and acting to increase the popularity of the establishment and profitability of products, including promoting items and upselling to customers. They will contribute to stock management, proactive planning, and risk management, meeting daily, weekly, and monthly to provide innovative suggestions and ideas. They will ensure safe production of food, beverages and other products, and a safe, calm and professional working environment for themselves and colleagues. Typically, they will report to a designated supervisor or manager.

Typical job titles include:

Bar person Bartender Food and beverage assistant Food and beverage team member Waiter or waitress

Occupation duties

Duty KSBs

Duty 1 Serve food and beverages maintaining individual company standards.

K1 K6 K7 K8 K10 K12 K13 K15 K17 K20 K23 K24 K26

S1 S5 S6 S7 S9 S11 S12 S16 S18 S20

B4

Duty 2 Deliver relevant food and beverage services, taking opportunities to maximise sales and improve customer experience and satisfaction.

K1 K2 K3 K4 K10 K13 K14 K16 K22

S2 S3 S9 S12 S13 S15 S20

B2 B3

Duty 3 Use communication effectively when delivering service, adapting communication to individual needs.

K1 K2 K3 K4 K10 K11 K12 K16 K22

S2 S3 S9 S10 S11 S15 S20

B3

Duty 4 Maintain a safe, hygienic, and efficient working environment in line with individual business processes.

K1 K5 K11 K13 K20 K25

S4 S12 S18

B4

Duty 5 When providing service, ensure compliance with legislations; health and safety, food safety, including allergens, and licensing laws relevant to own role.

K1 K5 K6 K7 K13 K20 K23 K24 K25

S4 S5 S6 S12 S18

B4

Duty 6 Engage with and use technology and equipment relevant to role appropriately and safely.

K1 K8 K9 K11 K13

S7 S8 S12 S14

B4

Duty 7 Handle transactions and payments securely.

K8 K9 K13

S7 S8 S12

B2 B3 B4

Duty 8 Work as part of a team to ensure the delivery of allocated tasks, proactively dealing with any issues to ensure service is maintained.

K1 K10 K11 K12 K13 K16 K18 K19

S9 S10 S11 S12 S15 S17 S20

B1 B3 B5

Duty 9 Monitor and maintain stock levels in line with demand.

K13 K14 K15

S12 S13

B3 B4

Duty 10 Know when and how to escalate issues and to whom.

K11 K12 K16

S10 S11 S14 S15

B2 B4 B5

Duty 11 Take personal responsibility for own development.

K13 K17 K18 K19 K26

S12 S16 S17 S20

B1

Duty 12 Comply with employer's expectations of professional standards in the workplace.

K1 K12 K16 K17 K18 K19

S11 S15 S16 S17

B1 B3 B4 B5 B6

Duty 13 Engage with sustainability practices and initiatives within own business area and encourage others to seek opportunities to reduce impact on the environment.

K15 K20

S18

Duty 14 Contribute ideas and suggestions to continually improve the efficiency and effectiveness of standard operating processes and ways of working.

S20

B3 B5

Duty 15 Comply with principles and policies of equity, diversity, and inclusion in the workplace.

K16 K21 K22

S15 S19

B3 B5

KSBs

Knowledge

K1: Business standards for the service of food and beverages. Back to Duty

K2: Range of food and beverages, their price, and any pairings, deals or offers. Back to Duty

K3: Techniques to maximise sales and improve customer experience; cross selling, upselling. Back to Duty

K4: Methods of communication with customers and how to tailor communication to different situations and customer needs. Back to Duty

K5: Methods for maintaining a hygienic, safe, and secure working environment. Back to Duty

K6: Health and safety legislation, regulations, guidelines and procedures relevant to own role. Back to Duty

K7: Food safety and allergen legislation and procedures applicable to own role. Back to Duty

K8: Functions and procedures for safe and correct use of equipment and technology relevant to own role. Back to Duty

K9: Processes for handling transactions and payments securely. Back to Duty

K10: The importance of teamwork and the impact on service delivery. Back to Duty

K11: Company procedures for fixing or escalating equipment or technology faults and maintenance issues. Limits of own role. Back to Duty

K12: Professional methods of communication, verbal, non-verbal, and written, between team members in a hospitality environment. Back to Duty

K13: Methods of planning own workload and prioritising tasks. Back to Duty

K14: Impact of full stock availability on the customer and the financial performance of the business. Back to Duty

K15: Principles of stock management and rotation; first in, first out. Back to Duty

K16: Methods of dealing with or escalating feedback, complaints or issues that impact service and customer experience, to business standards. Back to Duty

K17: Where to go to access information about new products and processes within the business. Back to Duty

K18: Principles of using feedback to maximise own performance. Back to Duty

K19: Professional standards including behaviour, appearance, timekeeping and efficient delivery of expected tasks. Back to Duty

K20: Methods to sustainably reduce the waste of resources, in line with business standards. Back to Duty

K21: Legislation and principles relating to equity, diversity and inclusion in the workplace. Back to Duty

K22: Customer types and how their specific needs and customer journeys differ. Back to Duty

K23: Responsibilities of a server under the licensing act. Back to Duty

K24: Legislation related to weights and measures when serving alcohol. Back to Duty

K25: Food safety inspections, relevance to own role, and penalties for non-compliance with legislation. Back to Duty

K26: Different types of organisation that make up the wider hospitality industry. Back to Duty

Skills

S1: Serve food and beverages to individual business standards. Back to Duty

S2: Identify opportunities and apply techniques to increase sales and improve customer experience. Back to Duty

S3: Tailors communication techniques to meet customer needs and build rapport. Back to Duty

S4: Maintain a safe, hygienic, and secure working environment. Back to Duty

S5: Comply with health and safety legislation, regulations, guidelines and procedures. Back to Duty

S6: Follow food safety and allergen legislation and procedures applicable to own role. Back to Duty

S7: Use technology and equipment in line with business policy to meet customer needs. Back to Duty

S8: Handle transactions and payments securely. Back to Duty

S9: Work as part of a team to ensure that the products and services are delivered on time and in line with business needs Back to Duty

S10: Deal with or escalate issues that impact service and customer experience, and implement any instructions given by supervisor. Back to Duty

S11: Use professional methods of communication that are tailored to different situations, and individual and team needs. Back to Duty

S12: Manages own time and workload, prioritising tasks. Back to Duty

S13: Maintain and rotate stock according to life cycle and business processes. Back to Duty

S14: Ensure equipment and technology faults and maintenance issues are reported promptly. Back to Duty

S15: Check customers are satisfied with products and services through questioning and act on feedback in line with business procedures. Back to Duty

S16: Keep up to date with changes to products and processes. Back to Duty

S17: Uses feedback to improve own performance. Back to Duty

S18: Reduces the waste of resources, taking sustainability into account, in line with business expectations. Back to Duty

S19: Follows and supports equity, diversity and inclusion legislation and principles. Back to Duty

S20: Participate in team briefings, implementing instructions, and offering input or feedback where relevant. Back to Duty

Behaviours

B1: Takes responsibility for own health, wellbeing and professional development, seeking support when appropriate. Back to Duty

B2: Commercially aware. Back to Duty

B3: Customer focused. Back to Duty

B4: Be diligent in safe and hygienic working practices. Back to Duty

B5: Be team focused, working collaboratively with colleagues and other professionals Back to Duty

B6: Observe professional standards in own role eg time keeping and appearance. Back to Duty

Qualifications

English and Maths

English and maths qualifications form a mandatory part of all apprenticeships and must be completed before an apprentice can pass through gateway. The requirements are detailed in the current version of the apprenticeship funding rules.

Print EPA plan

End-point assessment plan

Introduction and overview

This document explains the requirements for end-point assessment (EPA) for the food and beverage team member apprenticeship. End-point assessment organisations (EPAOs) must follow this when designing and delivering the EPA.

Food and Beverage Team Member apprentices, their employers and training providers should read this document.

A full-time food and beverage team member apprentice typically spends 12 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 3 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 2 assessment methods.

The grades available for each assessment method are below.

Assessment method 1 - observation with questions:

  • fail
  • pass
  • distinction

Assessment method 2 - interview 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 12 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 interview 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 3 months

The grades available for each assessment method are below

Observation with questions:

  • fail

  • pass

  • distinction

Interview underpinned by a portfolio of evidence:

  • fail

  • pass

  • distinction

Overall EPA and apprenticeship can be graded:

    • fail
    • pass
    • merit
    • distinction

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 3 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 portfolio of evidence for the interview 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 interview. It will typically contain 10 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 interview. The independent assessor should review the portfolio of evidence to prepare questions for the interview. 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.

Observation with questions

Overview

In the observation with questions, an independent assessor observes the apprentice in their workplace and asks questions. The apprentice completes their day-to-day duties under normal working conditions. Simulation is not allowed. It gives the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method.

Rationale

This assessment method is being used because:

  • this is a practical role in which KSBs can be assessed holistically
  • it should give employers assurance about an apprentice’s competence as it takes place in a real work setting
  • the familiar environment should allow the apprentice to perform at their best
  • it is cost effective, tasks completed during the observation should contribute to workplace productivity and it makes use of the employer’s resources and equipment
  • it allows for the assessment of KSBs that relate to interaction with colleagues, customers or members of the public

Delivery

The observation with questions 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 observation with questions.

The independent assessor must only observe one apprentice at a time to ensure quality and rigour. They must be as unobtrusive as possible.

The EPAO must give the apprentice 2 weeks' notice of the observation with questions.

The observation must take 2 hours.

The independent assessor can increase the time of the observation with questions by up to 10%. This time is to allow the apprentice to complete a task or respond to a question if necessary.

The observation may be split into discrete sections held on the same working day.

The EPAO must manage invigilation of the apprentice during the assessment, to maintain security of the EPA, in line with their malpractice policy. This includes breaks and moving between locations.

The independent assessor must explain to the apprentice the format and timescales of the observation with questions before it starts. This does not count towards the assessment time.

The independent assessor should observe the following during the observation:

  • assemble and serve food and beverages to business standards
  • take opportunities to maximise sales and improve customer experience and satisfaction
  • communicate effectively with customers
  • maintain a safe and hygienic working environment
  • comply with health and safety and food safety legislation including allergens
  • use equipment and technology relevant to role
  • handle transactions and payments
  • work in a team to deliver allocated tasks
  • comply with professional standards

These activities provide the apprentice with the opportunity to demonstrate the KSBs mapped to this assessment method.

The independent assessor must ask questions.

The purpose of the questions is:

  • to seek clarification where required
  • to assess the level of competence against the grading descriptors

Questions must be asked after the observation. The total duration of the observation assessment method is 2 hours and the time for questioning is included in the overall assessment time. The total time for the observation element is 90 minutes. The time allocated for questioning is 30 minutes. The independent assessor must ask at least 3 questions. Follow-up questions are allowed where clarification is required. The independent assessor must use the questions from the EPAO’s question bank.

The independent assessor must ask questions about KSBs that were not observed to gather assessment evidence. These questions are in addition to the set number of questions for the observation with questions and should be kept to a minimum.

The independent assessor must make the grading decision. The independent assessor must assess the observation and responses to questions holistically when deciding the grade.

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

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

Assessment location

The observation with questions must take place in the apprentice’s normal place of work for example, their employer’s premises or a customer’s premises. Equipment and resources needed for the observation must be confirmed to be available by the EPAO, who can liaise with the employer to provide these. They must be in good and safe working condition.

Additional venue requirements that must be in place include:

  • quiet space to ask the questions relating to the observation

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 produce the following materials to support the observation with questions:

  • 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.

Interview underpinned by a portfolio of evidence

Overview

In the interview, an independent assessor asks the apprentice questions. It gives the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method.

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 reducing cost

reduces the assessment burden on the apprentice

Delivery

The interview 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 interview.

The purpose of the independent assessor’s questions will be to assess the apprentice’s competence against the following themes:

  • Issues and complaints
  • Stock control
  • Personal Development
  • Sustainability
  • Legislation
  • The wider industry

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

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 interview.

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 interview must last for 60 minutes. The independent assessor can increase the time of the interview 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 9 questions. The independent assessor must use the questions from the EPAO’s question bank. Follow-up questions are allowed where clarification is required.

The apprentice may choose to end the assessment method early. The apprentice must be confident they have demonstrated competence against the assessment requirements for the assessment method. The independent assessor or EPAO must ensure the apprentice is fully aware of all assessment requirements. The independent assessor or EPAO cannot suggest or choose to end the assessment methods early, unless in an emergency. The EPAO is responsible for ensuring the apprentice understands the implications of ending an assessment early if they choose to do so. The independent assessor may suggest the assessment continues. The independent assessor must document the apprentice’s request to end the assessment early.

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

The interview 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 interview 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

Observation with questions

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
assemble and serve food and beverages
K1 S1 S15

Serves food and beverages to business standards, checking that customers are satisfied with products and services through questioning and acting on feedback as required (K1, S1, S15)

n/a

sales and customer experience
K2 K3 S2 B2

Utilises sales techniques and knowledge of the range of food and beverages available and any pairings, deals or offers, to increase sales and improve customer experience. (K2, K3, S2, B2)

 

Takes every opportunity to maximise sales and improve customer experience, tailoring techniques to suit each customer. (K3, S2, B2)

communication
K4 K22 S3 B3

Demonstrates a customer focused approach by tailoring their communication to meet different customer types and needs. (K4, K22, S3, B3)

Anticipates customers' needs, and tailors communication to build rapport and increase satisfaction. (K4, K22, S3, B3)

health and safety
K5 K6 K7 S4 S5 S6 B4

Selects and applies appropriate methods to ensure that safety, security and hygiene are maintained and prioritised in the working environment. (K5, S4, B4)

Complies with health and safety legislation, regulations, guidelines and procedures relevant to own role. (K6, S5)

Follows food safety and allergen legislation and procedures relevant to own role. (K7, S6)

n/a

equipment and technology
K8 S7

Uses technology and equipment relevant to own role in line with policies and procedures, to meet customer needs. (K8, S7)

n/a

transactions and payments
K9 S8

Handles transactions and payments securely and in line with company processes. (K9, S8)

n/a

teamwork
K10 K12 K13 S9 S11 S12 B5

Works collaboratively as part of a team, using and tailoring professional communication methods to the context, to deliver products and services on time and in line with business needs. (K10, K12, S9, S11, B5)

Manages own time and prioritises tasks, to meet business needs. (K13, S12)

Explains how their approach to teamwork positively impacts on service delivery. (K10, S9, B5)

professional standards
K19 B6

Observes professional standards in own role to meet the needs and expectations of the business. (K19, B6)

n/a

 

Interview underpinned by a portfolio of evidence

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
issues and complaints
K11 K16 S10 S14

Describes how they have dealt with or escalated customer complaints, feedback or issues, implementing correct business procedures or instructions given by a supervisor, to meet the needs of the business. (K16, S10)

Describes how they have followed procedures and stayed within the limits of their own role when fixing or reporting equipment or technology faults and maintenance issues, to meet the needs of the customer and business. (K11, S14)

Explains how they have maintained customer focus whilst escalating or resolving issues that affect service. (K16, S10)

stock control
K14 K15 S13

Explains how to manage, maintain and rotate stock, and the impact of stock control on customer satisfaction and financial performance of the business. (K14, K15, S13)

n/a

personal development
K17 K18 S16 S17 S20 B1

Describes how they keep up to date with changes to products and processes to meet the needs of the business. (K17, S16)

Explains how they take responsibility for their own health, wellbeing and professional development, using feedback from managers and available support, training and development resources, to maximise own performance. (K18, S17, B1)

Participates in team briefings, implementing instructions and offering input or feedback, in order to meet the needs of the business and the team. (S20)

Describes the impact that being up to date with knowledge of products and processes has on their own performance and customer experience. (K17, S16)

Explains the impact of feedback from managers and development opportunities on their own performance. (K18, S17, B1)

sustainability
K20 S18

Describes how they have reduced the waste of resources using appropriate methods, in line with business expectations. (K20, S18)

Justifies their use of sustainability methods and techniques in reducing waste of resources. (K20, S18)

legislation
K21 K23 K24 K25 S19

Explains how they have applied equity, diversity and inclusion legislation and principles in the workplace. (K21, S19)

Identifies the responsibilities of a server under the licensing act and describes the legislation related to weights and measures when serving alcohol. (K23, K24)

Explains food safety inspections, how they relate to own role and the penalties for non-compliance. (K25)

Discusses the impact of their approach to supporting equity, diversity and inclusion in the workplace. (K21, S19)

wider industry
K26

Describes the different types of organisation that make up the wider hospitality industry. (K26)

n/a

Overall EPA grading

Performance in the EPA determines the overall grade of:

  • fail

  • pass

  • merit

  • distinction

An independent assessor must individually grade the observation with questions and interview 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 a distinction overall, an apprentice must achieve a distinction in both assessment methods. To achieve a merit overall, an apprentice must achieve a pass in one assessment method, and a distinction in the other assessment method.

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

Observation with questions Interview underpinned by a portfolio of evidence Overall Grading
Fail Any grade Fail
Any grade Fail Fail
Pass Pass Pass
Pass Distinction Merit
Distinction Pass Merit
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 2 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 3 months of the EPA outcome notification.

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 pass if 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

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 3 gained in the last 2 years or significant experience of the occupation or sector

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
  • 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 is not aligned to professional recognition.

KSB mapping table

Knowledge Assessment methods
K1

Business standards for the service of food and beverages.

Back to Grading
Observation with questions
K2

Range of food and beverages, their price, and any pairings, deals or offers.

Back to Grading
Observation with questions
K3

Techniques to maximise sales and improve customer experience; cross selling, upselling.

Back to Grading
Observation with questions
K4

Methods of communication with customers and how to tailor communication to different situations and customer needs.

Back to Grading
Observation with questions
K5

Methods for maintaining a hygienic, safe, and secure working environment.

Back to Grading
Observation with questions
K6

Health and safety legislation, regulations, guidelines and procedures relevant to own role.

Back to Grading
Observation with questions
K7

Food safety and allergen legislation and procedures applicable to own role.

Back to Grading
Observation with questions
K8

Functions and procedures for safe and correct use of equipment and technology relevant to own role.

Back to Grading
Observation with questions
K9

Processes for handling transactions and payments securely.

Back to Grading
Observation with questions
K10

The importance of teamwork and the impact on service delivery.

Back to Grading
Observation with questions
K11

Company procedures for fixing or escalating equipment or technology faults and maintenance issues. Limits of own role.

Back to Grading
Interview underpinned by a portfolio of evidence
K12

Professional methods of communication, verbal, non-verbal, and written, between team members in a hospitality environment.

Back to Grading
Observation with questions
K13

Methods of planning own workload and prioritising tasks.

Back to Grading
Observation with questions
K14

Impact of full stock availability on the customer and the financial performance of the business.

Back to Grading
Interview underpinned by a portfolio of evidence
K15

Principles of stock management and rotation; first in, first out.

Back to Grading
Interview underpinned by a portfolio of evidence
K16

Methods of dealing with or escalating feedback, complaints or issues that impact service and customer experience, to business standards.

Back to Grading
Interview underpinned by a portfolio of evidence
K17

Where to go to access information about new products and processes within the business.

Back to Grading
Interview underpinned by a portfolio of evidence
K18

Principles of using feedback to maximise own performance.

Back to Grading
Interview underpinned by a portfolio of evidence
K19

Professional standards including behaviour, appearance, timekeeping and efficient delivery of expected tasks.

Back to Grading
Observation with questions
K20

Methods to sustainably reduce the waste of resources, in line with business standards.

Back to Grading
Interview underpinned by a portfolio of evidence
K21

Legislation and principles relating to equity, diversity and inclusion in the workplace.

Back to Grading
Interview underpinned by a portfolio of evidence
K22

Customer types and how their specific needs and customer journeys differ.

Back to Grading
Observation with questions
K23

Responsibilities of a server under the licensing act.

Back to Grading
Interview underpinned by a portfolio of evidence
K24

Legislation related to weights and measures when serving alcohol.

Back to Grading
Interview underpinned by a portfolio of evidence
K25

Food safety inspections, relevance to own role, and penalties for non-compliance with legislation.

Back to Grading
Interview underpinned by a portfolio of evidence
K26

Different types of organisation that make up the wider hospitality industry.

Back to Grading
Interview underpinned by a portfolio of evidence
Skill Assessment methods
S1

Serve food and beverages to individual business standards.

Back to Grading
Observation with questions
S2

Identify opportunities and apply techniques to increase sales and improve customer experience.

Back to Grading
Observation with questions
S3

Tailors communication techniques to meet customer needs and build rapport.

Back to Grading
Observation with questions
S4

Maintain a safe, hygienic, and secure working environment.

Back to Grading
Observation with questions
S5

Comply with health and safety legislation, regulations, guidelines and procedures.

Back to Grading
Observation with questions
S6

Follow food safety and allergen legislation and procedures applicable to own role.

Back to Grading
Observation with questions
S7

Use technology and equipment in line with business policy to meet customer needs.

Back to Grading
Observation with questions
S8

Handle transactions and payments securely.

Back to Grading
Observation with questions
S9

Work as part of a team to ensure that the products and services are delivered on time and in line with business needs

Back to Grading
Observation with questions
S10

Deal with or escalate issues that impact service and customer experience, and implement any instructions given by supervisor.

Back to Grading
Interview underpinned by a portfolio of evidence
S11

Use professional methods of communication that are tailored to different situations, and individual and team needs.

Back to Grading
Observation with questions
S12

Manages own time and workload, prioritising tasks.

Back to Grading
Observation with questions
S13

Maintain and rotate stock according to life cycle and business processes.

Back to Grading
Interview underpinned by a portfolio of evidence
S14

Ensure equipment and technology faults and maintenance issues are reported promptly.

Back to Grading
Interview underpinned by a portfolio of evidence
S15

Check customers are satisfied with products and services through questioning and act on feedback in line with business procedures.

Back to Grading
Observation with questions
S16

Keep up to date with changes to products and processes.

Back to Grading
Interview underpinned by a portfolio of evidence
S17

Uses feedback to improve own performance.

Back to Grading
Interview underpinned by a portfolio of evidence
S18

Reduces the waste of resources, taking sustainability into account, in line with business expectations.

Back to Grading
Interview underpinned by a portfolio of evidence
S19

Follows and supports equity, diversity and inclusion legislation and principles.

Back to Grading
Interview underpinned by a portfolio of evidence
S20

Participate in team briefings, implementing instructions, and offering input or feedback where relevant.

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

Takes responsibility for own health, wellbeing and professional development, seeking support when appropriate.

Back to Grading
Interview underpinned by a portfolio of evidence
B2

Commercially aware.

Back to Grading
Observation with questions
B3

Customer focused.

Back to Grading
Observation with questions
B4

Be diligent in safe and hygienic working practices.

Back to Grading
Observation with questions
B5

Be team focused, working collaboratively with colleagues and other professionals

Back to Grading
Observation with questions
B6

Observe professional standards in own role eg time keeping and appearance.

Back to Grading
Observation with questions

Mapping of KSBs to grade themes

Observation with questions

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Assemble and serve food and beverages
K1
S1 S15

Business standards for the service of food and beverages. (K1)

Serve food and beverages to individual business standards. (S1)

Check customers are satisfied with products and services through questioning and act on feedback in line with business procedures. (S15)

None

Sales and customer experience
K2 K3
S2
B2

Range of food and beverages, their price, and any pairings, deals or offers. (K2)

Techniques to maximise sales and improve customer experience; cross selling, upselling. (K3)

Identify opportunities and apply techniques to increase sales and improve customer experience. (S2)

Commercially aware. (B2)

Communication
K4 K22
S3
B3

Methods of communication with customers and how to tailor communication to different situations and customer needs. (K4)

Customer types and how their specific needs and customer journeys differ. (K22)

Tailors communication techniques to meet customer needs and build rapport. (S3)

Customer focused. (B3)

Health and safety
K5 K6 K7
S4 S5 S6
B4

Methods for maintaining a hygienic, safe, and secure working environment. (K5)

Health and safety legislation, regulations, guidelines and procedures relevant to own role. (K6)

Food safety and allergen legislation and procedures applicable to own role. (K7)

Maintain a safe, hygienic, and secure working environment. (S4)

Comply with health and safety legislation, regulations, guidelines and procedures. (S5)

Follow food safety and allergen legislation and procedures applicable to own role. (S6)

Be diligent in safe and hygienic working practices. (B4)

Equipment and technology
K8
S7

Functions and procedures for safe and correct use of equipment and technology relevant to own role. (K8)

Use technology and equipment in line with business policy to meet customer needs. (S7)

None

Transactions and payments
K9
S8

Processes for handling transactions and payments securely. (K9)

Handle transactions and payments securely. (S8)

None

Teamwork
K10 K12 K13
S9 S11 S12
B5

The importance of teamwork and the impact on service delivery. (K10)

Professional methods of communication, verbal, non-verbal, and written, between team members in a hospitality environment. (K12)

Methods of planning own workload and prioritising tasks. (K13)

Work as part of a team to ensure that the products and services are delivered on time and in line with business needs (S9)

Use professional methods of communication that are tailored to different situations, and individual and team needs. (S11)

Manages own time and workload, prioritising tasks. (S12)

Be team focused, working collaboratively with colleagues and other professionals (B5)

Professional standards
K19

B6

Professional standards including behaviour, appearance, timekeeping and efficient delivery of expected tasks. (K19)

None

Observe professional standards in own role eg time keeping and appearance. (B6)

Interview underpinned by a portfolio of evidence

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Issues and complaints
K11 K16
S10 S14

Company procedures for fixing or escalating equipment or technology faults and maintenance issues. Limits of own role. (K11)

Methods of dealing with or escalating feedback, complaints or issues that impact service and customer experience, to business standards. (K16)

Deal with or escalate issues that impact service and customer experience, and implement any instructions given by supervisor. (S10)

Ensure equipment and technology faults and maintenance issues are reported promptly. (S14)

None

Stock control
K14 K15
S13

Impact of full stock availability on the customer and the financial performance of the business. (K14)

Principles of stock management and rotation; first in, first out. (K15)

Maintain and rotate stock according to life cycle and business processes. (S13)

None

Personal development
K17 K18
S16 S17 S20
B1

Where to go to access information about new products and processes within the business. (K17)

Principles of using feedback to maximise own performance. (K18)

Keep up to date with changes to products and processes. (S16)

Uses feedback to improve own performance. (S17)

Participate in team briefings, implementing instructions, and offering input or feedback where relevant. (S20)

Takes responsibility for own health, wellbeing and professional development, seeking support when appropriate. (B1)

Sustainability
K20
S18

Methods to sustainably reduce the waste of resources, in line with business standards. (K20)

Reduces the waste of resources, taking sustainability into account, in line with business expectations. (S18)

None

Legislation
K21 K23 K24 K25
S19

Legislation and principles relating to equity, diversity and inclusion in the workplace. (K21)

Responsibilities of a server under the licensing act. (K23)

Legislation related to weights and measures when serving alcohol. (K24)

Food safety inspections, relevance to own role, and penalties for non-compliance with legislation. (K25)

Follows and supports equity, diversity and inclusion legislation and principles. (S19)

None

Wider industry
K26

Different types of organisation that make up the wider hospitality industry. (K26)

None

None

Employers involved in creating the standard: Aspens-Services, Azzurri, Bar 1842, Compass Group UK&I, English Heritage, Excel Care Holdings, Fish and Chips @ Weston Grove, Fuller, Smith & Turner, Greene King, Heart with Smart Group, McDonald’s UK, Mitchells and Butler, Parkdean Resorts UK Ltd, Pret a Manger, Royal Navy, Shepherd Neame, Somerset Larder, St Austell Brewery, TGI Friday, The Alchemist Bars and Restaurants, The Castle at Taunton, The Inn Collection Group, Whitbread, SSP.

Version log

Version Change detail Earliest start date Latest start date Latest end date
Revised version awaiting implementation Not set Not set Not set
1.1 The funding band for this standard has been reviewed as part of the apprenticeship funding band review. The new funding band is £4000 04/03/2019 Not set Not set
1.0 Approved for delivery 27/04/2016 03/03/2019 Not set

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