This is not the latest approved version of this apprenticeship. View the latest version

This apprenticeship is in revision

Key information

  1. Status: In development
  2. Ticked Proposal approved
    Ticked Occupational standard approved
    Ticked End-point assessment plan approved
    Ticked Funding approved
  3. Reference: ST0505
  4. Level: 3
  5. Typical duration to gateway: 18 months
  6. Typical EPA period: 4 months
  7. Maximum funding: £15000
  8. Route: Digital
  9. Integration: None
  10. Date updated: 27/08/2024
  11. Lars code: 413
  12. EQA provider: Ofqual
  13. Example progression routes:
  14. Review: this apprenticeship will be reviewed in accordance with our change request policy.
Print occupational standard

Details of the occupational standard

Occupation summary

Develop, implement, and maintain IT solutions. A solution is a means of solving a problem or a means of improving any existing functionality to gain demonstrable business efficiencies. For the IT Solutions Technician Standard, Solutions will be technical and involve consideration of multiple components and involve interdependencies with other systems. A solution would also seek to determine root cause issues rather than just address symptoms and viable alternatives would always be considered. An understanding of existing infrastructure and the potential impact that solutions can have, is key to this Standard. Appropriate Solutions could involve software, hardware, or a combination to address particular challenges.

This occupation is found in organisations, large and small, in all sectors including public, private, and voluntary organisations. Organisations are increasingly implementing technology to support all functions of business requiring planning and investigation, methodical implementation, and ongoing maintenance to deliver solutions that are suitable, effective and provide value for money.

The broad purpose of an IT Solutions Technician is to develop, implement, and maintain IT solutions. They work as part of a multi-disciplinary team and are required to work across the whole solutions lifecycle including requirements gathering, solutions development, testing, implementation, and ongoing support. The specific tasks undertaken vary depending on what needs to be achieved by the team at any particular time. Some tasks may be very technical, others may be more analytical, business or user focused.

Key to this role will be the need to understand the stakeholders and business needs within the organisation and be confident translating these into designs and solutions. The IT Solutions Technician will apply a structured methodology or framework to gather and analyse requirements. They will liaise with stakeholders and complete in-depth research to support their designs; presenting these to relevant parties in the business and advising how the solution will meet objectives. They will create concept and logical designs of the solutions, evidencing how the objectives can be met. 

An IT Solutions Technician will be involved in the development, testing and implementation of designed solutions, including assisting in the management of solutions or projects. As such, they will have a broad understanding of technology areas and the needs of the organisation. This may involve working with other technicians to simplify complex processes and communicating with non-solution stakeholders on the reasons and justification of design choices. IT Solutions Technicians may develop prototype solutions to apply structured testing methodologies. They work within a change management processes during the implementation and are a key member of the problem team. Ongoing maintenance and support will be provided to users and the wider business, ensuring that the solution continues to function as expected and meet business needs.   

 

Typical job titles include:

Junior applications support technician Junior database technician Junior dev0ps engineer Junior it support technician Junior it systems support

Occupation duties

Duty KSBs

Duty 1 Works within a defined role within a solutions development lifecycle.

K1 K6 K9 K21 K23

S1 S2 S3 S5 S10 S13

B1 B2 B6

Duty 2 Apply prioritisation methodologies to manage workload and tasks in order to support timely completion of projects and solutions whilst working within a defined and structured approach.

K2 K3 K5 K6 K11 K17

S1 S2 S3 S4 S5 S10

B1 B2 B3 B6

Duty 3 Apply technical IT knowledge and skills across solution architecture.

K4 K5 K6 K7 K8 K9 K10 K11 K13 K14 K15

S1 S2 S5

B6

Duty 4 Investigate existing systems and apply technical research to support the design of new solutions in order to meet project and business requirements.

K4 K5 K6 K7 K8 K9 K10 K11

S1 S2 S5

B6

Duty 5 Identify a variety of potential solutions to meet requirements, considering economic impacts.

K4 K5 K6 K8 K9 K10 K11 K12

S1 S2 S5 S6 S9

B5 B6

Duty 6 Demonstrate technical contribution to a chosen solution.

K5 K7 K8 K9 K10 K11 K12 K14

S1 S5 S9 S10

B1 B6

Duty 7 Safely implement tested solutions whilst considering sustainability factors.

K8 K10 K13 K18 K19 K20 K21

S1 S4 S7 S10 S13

B5 B6

Duty 8 Communicate with stakeholders throughout the solution process, managing expectations whilst providing an excellent and inclusive service.

K5 K22

S2 S14

B2 B4 B6

Duty 9 Test and manage issues that arise across any stages of the Solutions Life Cycle.

K13 K15 K16 K19

S1 S7 S9 S10 S12

B1 B6

Duty 10 Create, and or maintain, professional documentation to ensure a clear audit trail and progression of issues.

K18 K19

S10 S11 S13

B3 B6

Duty 11 Create test plans and apply a range of testing tools that allow a solution to be thoroughly tested to ensure it is working as expected.

K15 K16

S9 S10 S12

B6

Duty 12 Apply security measures and securely manage data throughout the solution lifecycle, in line with legislation and the organisation’s policies and requirements.

K6 K8 K13 K17 K18 K19 K20

S1 S7 S8 S10 S12 S13

B6

Duty 13 Practice guided continuous self-learning to keep up to date with technological developments to enhance relevant skills and take responsibility for own professional development.

K3 K14 K19 K21

S8 S9 S15

B2 B6

KSBs

Knowledge

K1: The stages within a solutions lifecycle. Back to Duty

K2: Stakeholder management techniques and approaches. Back to Duty

K3: Project management approaches and methodologies. Back to Duty

K4: Principles of solution architecture. Back to Duty

K5: Creative and critical thinking principles to aid in solutions suggestions. Back to Duty

K6: The main components within an IT solution including how hardware and or software components may work together. Back to Duty

K7: The main components of a computer system and their purpose. Back to Duty

K8: The purpose of an Operating System OS. Back to Duty

K9: Concepts of cloud, cloud services and cloud storage, including cloud enablement and application e.g. SaaS, PaaS, IaaS. Back to Duty

K10: Different types of network devices and components. Back to Duty

K11: The requirements of systems hosting and access. Back to Duty

K12: Relative merits of different types of configurations for example default and custom. Back to Duty

K13: The data lifecycle including creation, processing and storage, usage archiving and destruction. Back to Duty

K14: Emerging technologies, such as Artificial Intelligence and machine learning, the ethical usage of AI tooling and the potential implication for digital activities and solutions. Back to Duty

K15: Principles of the types of testing, such as functional and non-functional testing, user testing and performance testing, including where testing can be automated where possible. Back to Duty

K16: Significance of test plans. Back to Duty

K17: Principles and importance of change management for example version control. Back to Duty

K18: Organisation and industry legislation, policies and Standards. Back to Duty

K19: Principles of cyber security and the implication on IT solutions. Back to Duty

K20: Fundamentals and application of health and safety legislation and policies. Back to Duty

K21: How their work contributes to Carbon emissions and what steps can be taken to reduce emissions. Back to Duty

K22: Communication techniques: verbal and written. Back to Duty

K23: Principles of cultural awareness and how diversity impacts on solutions. Back to Duty

Skills

S1: Work at any stage of the solution lifecycle. Back to Duty

S2: Interpret client requirements. Back to Duty

S3: Prioritise tasks to work within agreed project plans. Back to Duty

S4: Ensure resources are used efficiently and responsibly. Back to Duty

S5: Design solutions to meet client and business requirements. Back to Duty

S6: Identify technical solutions using creative and critical thinking. Back to Duty

S7: Install hardware or software, either physically or virtually. Back to Duty

S8: Search and use different types of data or information sources. Back to Duty

S9: Test and evaluate performance, functionality, and usability of solutions to ensure compliance with customer and project requirements. Back to Duty

S10: Deploy and implement solutions, supporting change management practices. Back to Duty

S11: Create and maintain documentation in accordance with best practice and organisational requirements. Back to Duty

S12: Support multiple contemporary or legacy solutions to required levels of service. Back to Duty

S13: Apply organisational policies and legislation in relation to security requirements, privacy, and confidentiality. Back to Duty

S14: Communicate using a variety of tools and approaches, adapting language for technical and non-technical stakeholders. Back to Duty

S15: Apply continuous professional development CPD to support their own learning, business needs and technical developments. Back to Duty

Behaviours

B1: Work independently, taking responsibility and initiative as necessary. Back to Duty

B2: Demonstrate standard business courtesies and professional ethics. Back to Duty

B3: Demonstrate a productive and organised approach to their work. Back to Duty

B4: Work with stakeholders whilst contributing to a supportive and inclusive workplace. Back to Duty

B5: Take an environmentally sustainable mindset towards solution design and implementation activities ensuring climate change and the move to net carbon zero is a consideration. Back to Duty

B6: Demonstrate due diligence in all working practices. 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 registration for IT technicians for Associate Member
Print EPA plan

End-point assessment plan

Introduction and overview

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

IT solutions technician apprentices, their employers and training providers should read this document.

A full-time it solutions technician apprentice typically spends 18 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 4 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 - project with presentation, and questioning:

  • fail
  • pass
  • distinction

Assessment method 2 - profession discussion underpinned by portfolio:

  • 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 18 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 profession discussion underpinned by portfolio, 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 4 months

The grades available for each assessment method are below

Project with presentation, and questioning:

  • fail

  • pass

  • distinction

Profession discussion underpinned by portfolio:

  • fail

  • pass

  • distinction

Overall EPA and apprenticeship can be graded:

    • fail
    • pass
    • merit
    • distinction

Professional recognition

This apprenticeship aligns with:

  • The registration for IT technicians for Associate Member

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 4 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 profession discussion underpinned by portfolio

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 8 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 discussion. The independent assessor should review the portfolio of evidence to prepare questions for the 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.

Project with presentation, and questioning

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 report

  • presentation with questions and answers

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 allows for the assessment of KSBs that take place over a long period of time
  • it allows for a broad set of KSBs to be evidence during the post-gateway period
  • it assesses knowledge, skills and behaviour holistically it can produce something that is of genuine business benefit to the apprentice’s employer
  • it allows for the presentation of evidence and testing of responses where there are a range of potential answer
  • it can be conducted remotely, potentially reducing cost

Delivery

The apprentice must complete a project based on any of the following:

  • The apprentice must complete a project report based on their involvement in technical solutions across the solution delivery lifecycle

The agreed project will present a typical business task, appropriate for demonstrating the skills and knowledge on the standard. The agreed project will be comparable in terms of content and complexity for all apprentices - it is the context within which the knowledge, and skills must be demonstrated that will vary. The project is undertaken and completed on programme and pre-gateway to the EPA. The project will typically be undertaken on the employer’s premises.

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

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

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 and presentation unaided and they must be reflective of their own role and contribution. The apprentice and their employer must confirm this when the report and any presentation materials are submitted.

Component 1: Project report

The report must include at least:

A written report. The report must cover the following themes:

  • plan
  • design
  • build
  • test
  • deploy
  • maintain

It is recommended that the report follows the S.T.A.R.R. format.

  • Situation
  • Task
  • Action
  • Result
  • Reflection

The report can cover up to two projects, either equally wieghted or any combination of total word count. The project report must have a total word count of 2,000 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 and any presentation materials to the EPAO by the end of week 4 of the EPA period.

Component 2: Presentation with questions

The presentation 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.

The apprentice must prepare and deliver a presentation to an independent assessor. After the presentation, the independent assessor must ask the apprentice questions about their project, report and presentation.

The presentation should cover:

  • an overview of the project
  • the project scope (including key performance indicators)
  • summary of actions undertaken by the apprentice
  • any project outcomes and how these were achieved
  • lessons learned and reflections

The presentation with questions must last 60 minutes. This will typically include a presentation of 20 minutes and questioning lasting 40 minutes. The independent assessor must use the full time available for questioning. The independent assessor can increase the time of the presentation and questioning by up to 10%. This time is to allow the apprentice to complete their last point or respond to a question if necessary.

The apprentice may choose to end any 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 any assessment methods early. 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 any assessment early.   

The independent assessor must ask at least 6 questions. They must use the questions from the 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 level of competence against the grading descriptors

The apprentice must submit any presentation materials to the EPAO at the same time as the report - by the end of week 4 of the EPA period. The apprentice must notify the EPAO, at that point, of any technical requirements for the presentation.

During the presentation, the apprentice must have access to:

  • audio-visual presentation equipment
  • flip chart and writing and drawing materials
  • computer

Overall presentation is typically 20 minutes, this can be one presentation of 20 minutes or two separate presentations totalling 20 minutes overall.

The independent assessor must have at least 2 weeks to review the project report and any presentation materials, to allow them to prepare questions.

The apprentice must be given at least 2 weeks’ notice of the presentation with questions.

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 presentation with questions
  • the apprentice’s answers to questions
  • the grade achieved

Assessment location

The presentation with questions 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 presentation with questions 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, where appropriate, 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.

Profession discussion underpinned by portfolio

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 reducing 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 is to assess the apprentice’s competence against the following themes:

  • lifecycle
  • IT and data
  • continuous professional development
  • suistainability
  • legislation and policies
  • stakeholder engagement

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 apprentice may choose to end any 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 any assessment methods early. 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 any assessment early.

The independent assessor must ask at least 8 questions. The independent assessor must use the questions from the 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 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 profession discussion underpinned by portfolio:

  • 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 presentation, and questioning

Theme
KSBs
Pass
Apprentices must demonstrate all of the pass descriptors
Distinction
Apprentices must demonstrate all of the pass descriptors and 3 out of 6 distinction descriptors
Plan
K3 S2 S3 B3

Outlines the approaches and methodologies used when interpreting client requirements, demonstrating a productive and organised approach within agreed project plans. K3, S2, S3, B3

 

Critically evaluates the approaches and methodologies used when interpreting client requirements. K3, S2, S3, B3

 

Design
K4 K5 S5 S6 B1

Explains how they work independently to design solutions that meet client and business needs whilst adhering to the principles of solution architecture. K4, S5, B1

Describes how they identify technical solutions by using creative and critical thinking principles which aid in solutions suggestions. K5, S6

 

Critically evaluates the design solution produced and the extent to which they meet client and business needs and considered feedback from others K4 S5 B1

Build
K6 S7

Explains how they install hardware or software components physically or virtually within an IT solution and how the components work together. K6, S7

Critically analyses their choice of tools, techniques and approaches in the installation of components within IT solutions. K6, S7

Test
K15 K16 S9

Explains how they test and evaluate performance, functionality and usability of solutions, including user testing and performance testing, as well as the significance of test plans when ensuring compliance with customer and project requirements, including where testing can be automated, whilst explaining the principles and the types of testing. K15, K16, S9

Critically analyses their choice of tools, techniques and approaches to testing, whilst considering the project outcomes and feedback from others. K15, K16, S9

Deploy
K17 S10

Explains how they deploy and implement solutions and the importance of change management practices. K17, S10

Critically analyses the methods used for deploying the solution and the methods used to validate the success of said solution. K17, S10

Maintain
K22 S14 B2

Outlines the communication tools, techniques and approaches used when dealing with technical and non-technical stakeholders and adhering to professional ethics. K22, S14, B2

Critically analyses the choice of communication tools, techniques and approaches used within the project or projects. K22, S14, B2

Profession discussion underpinned by portfolio

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
Lifecycle
K1 S1

Explains the stages of a solutions lifecycle and the work that they have undertaken at any of these stages. K1, S1

Critically evaluates the impact of the work that they have undertaken at any stage of the solutions lifecycle K1, S1

Legislation and policies
K18 K19 K20 S13

Explains how they have applied organisational and industry policies, legislation and standards relating to security (including privacy and confidentiality), and health and safety. K18, K20, S13

Describes how the principles of cyber security impact on the IT solutions. K19

 

Evaluates current and evolving security threats and the impacts this has on maintaining IT solutions. K19, S13

Sustainability
K21 S4 B5

Explains the environmental considerations they make in their work to ensure resources are used efficiently and responsibly and carbon emissions are reduced. K21, S4, B5

 

None

Continuous professional development
K14 S15 B6

Explains the potential implications that emerging technologies such as artificial intelligence, machine learning and ethical usage of AI tooling have on digital activities and solutions K14

Explains how they have shown due diligence when applying continuous professional development to support their own learning, the business needs and technical developments. S15, B6

 

None

Core IT
K7 K8 K9 K10 K11 K12 S12

Describes the main components of a computer system and their purpose K7

Explains the concepts of cloud services and cloud storage, including cloud enablement and application and the requirements of systems in relation to hosting and access K9, K11 

Explains the different types of configurations and their relative merits K12

Explains how they support multiple solutions using their knowledge of connectivity principles K8, K10, S12

 

Critically evaluates the success of their choice of hardware, components or software within an IT solution. S12

Stakeholder engagement
K2 K23 B4

Explains how they worked with stakeholders to manage approaches and contribute to a supportive and inclusive workplace. K2, B4

Explains how diversity impacts on solutions and the principles involved in cultural awareness K23

Critically evaluate their approaches to stakeholder management and the impact this had on supporting an inclusive workplace. K2, B4

Data
K13 S8 S11

Explains how they search and use different types of data or information sources during the data lifecycle K13, S8

Outlines how they work in accordance with best practice and organisational requirements when creating and maintaining documentation. S11

None

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 presentation, and questioning and profession discussion underpinned by portfolio 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 gain a merit overall a pass must be achieved in one assessment method and a distinction in the other. To gain a distinction overall a distinction must be achieved in both assessment methods.

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

Project with presentation, and questioning Profession discussion underpinned by portfolio Overall Grading
Any grade Fail Fail
Fail Any grade 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.

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 6 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 retake and re-sit assessment method only is capped not the overall EPA grade

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:

  • utilising digital remote platforms to conduct applicable assessment methods
  • conducting assessment methods on the same day

Professional recognition

This apprenticeship aligns with:

  • The registration for IT technicians for Associate Member

KSB mapping table

Knowledge Assessment methods
K1

The stages within a solutions lifecycle.

Back to Grading
Profession discussion underpinned by portfolio
K2

Stakeholder management techniques and approaches.

Back to Grading
Profession discussion underpinned by portfolio
K3

Project management approaches and methodologies.

Back to Grading
Project with presentation, and questioning
K4

Principles of solution architecture.

Back to Grading
Project with presentation, and questioning
K5

Creative and critical thinking principles to aid in solutions suggestions.

Back to Grading
Project with presentation, and questioning
K6

The main components within an IT solution including how hardware and or software components may work together.

Back to Grading
Project with presentation, and questioning
K7

The main components of a computer system and their purpose.

Back to Grading
Profession discussion underpinned by portfolio
K8

The purpose of an Operating System OS.

Back to Grading
Profession discussion underpinned by portfolio
K9

Concepts of cloud, cloud services and cloud storage, including cloud enablement and application e.g. SaaS, PaaS, IaaS.

Back to Grading
Profession discussion underpinned by portfolio
K10

Different types of network devices and components.

Back to Grading
Profession discussion underpinned by portfolio
K11

The requirements of systems hosting and access.

Back to Grading
Profession discussion underpinned by portfolio
K12

Relative merits of different types of configurations for example default and custom.

Back to Grading
Profession discussion underpinned by portfolio
K13

The data lifecycle including creation, processing and storage, usage archiving and destruction.

Back to Grading
Profession discussion underpinned by portfolio
K14

Emerging technologies, such as Artificial Intelligence and machine learning, the ethical usage of AI tooling and the potential implication for digital activities and solutions.

Back to Grading
Profession discussion underpinned by portfolio
K15

Principles of the types of testing, such as functional and non-functional testing, user testing and performance testing, including where testing can be automated where possible.

Back to Grading
Project with presentation, and questioning
K16

Significance of test plans.

Back to Grading
Project with presentation, and questioning
K17

Principles and importance of change management for example version control.

Back to Grading
Project with presentation, and questioning
K18

Organisation and industry legislation, policies and Standards.

Back to Grading
Profession discussion underpinned by portfolio
K19

Principles of cyber security and the implication on IT solutions.

Back to Grading
Profession discussion underpinned by portfolio
K20

Fundamentals and application of health and safety legislation and policies.

Back to Grading
Profession discussion underpinned by portfolio
K21

How their work contributes to Carbon emissions and what steps can be taken to reduce emissions.

Back to Grading
Profession discussion underpinned by portfolio
K22

Communication techniques: verbal and written.

Back to Grading
Project with presentation, and questioning
K23

Principles of cultural awareness and how diversity impacts on solutions.

Back to Grading
Profession discussion underpinned by portfolio
Skill Assessment methods
S1

Work at any stage of the solution lifecycle.

Back to Grading
Profession discussion underpinned by portfolio
S2

Interpret client requirements.

Back to Grading
Project with presentation, and questioning
S3

Prioritise tasks to work within agreed project plans.

Back to Grading
Project with presentation, and questioning
S4

Ensure resources are used efficiently and responsibly.

Back to Grading
Profession discussion underpinned by portfolio
S5

Design solutions to meet client and business requirements.

Back to Grading
Project with presentation, and questioning
S6

Identify technical solutions using creative and critical thinking.

Back to Grading
Project with presentation, and questioning
S7

Install hardware or software, either physically or virtually.

Back to Grading
Project with presentation, and questioning
S8

Search and use different types of data or information sources.

Back to Grading
Profession discussion underpinned by portfolio
S9

Test and evaluate performance, functionality, and usability of solutions to ensure compliance with customer and project requirements.

Back to Grading
Project with presentation, and questioning
S10

Deploy and implement solutions, supporting change management practices.

Back to Grading
Project with presentation, and questioning
S11

Create and maintain documentation in accordance with best practice and organisational requirements.

Back to Grading
Profession discussion underpinned by portfolio
S12

Support multiple contemporary or legacy solutions to required levels of service.

Back to Grading
Profession discussion underpinned by portfolio
S13

Apply organisational policies and legislation in relation to security requirements, privacy, and confidentiality.

Back to Grading
Profession discussion underpinned by portfolio
S14

Communicate using a variety of tools and approaches, adapting language for technical and non-technical stakeholders.

Back to Grading
Project with presentation, and questioning
S15

Apply continuous professional development CPD to support their own learning, business needs and technical developments.

Back to Grading
Profession discussion underpinned by portfolio
Behaviour Assessment methods
B1

Work independently, taking responsibility and initiative as necessary.

Back to Grading
Project with presentation, and questioning
B2

Demonstrate standard business courtesies and professional ethics.

Back to Grading
Project with presentation, and questioning
B3

Demonstrate a productive and organised approach to their work.

Back to Grading
Project with presentation, and questioning
B4

Work with stakeholders whilst contributing to a supportive and inclusive workplace.

Back to Grading
Profession discussion underpinned by portfolio
B5

Take an environmentally sustainable mindset towards solution design and implementation activities ensuring climate change and the move to net carbon zero is a consideration.

Back to Grading
Profession discussion underpinned by portfolio
B6

Demonstrate due diligence in all working practices.

Back to Grading
Profession discussion underpinned by portfolio

Mapping of KSBs to grade themes

Project with presentation, and questioning

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Plan
K3
S2 S3
B3

Project management approaches and methodologies. (K3)

Interpret client requirements. (S2)

Prioritise tasks to work within agreed project plans. (S3)

Demonstrate a productive and organised approach to their work. (B3)

Design
K4 K5
S5 S6
B1

Principles of solution architecture. (K4)

Creative and critical thinking principles to aid in solutions suggestions. (K5)

Design solutions to meet client and business requirements. (S5)

Identify technical solutions using creative and critical thinking. (S6)

Work independently, taking responsibility and initiative as necessary. (B1)

Build
K6
S7

The main components within an IT solution including how hardware and or software components may work together. (K6)

Install hardware or software, either physically or virtually. (S7)

None

Test
K15 K16
S9

Principles of the types of testing, such as functional and non-functional testing, user testing and performance testing, including where testing can be automated where possible. (K15)

Significance of test plans. (K16)

Test and evaluate performance, functionality, and usability of solutions to ensure compliance with customer and project requirements. (S9)

None

Deploy
K17
S10

Principles and importance of change management for example version control. (K17)

Deploy and implement solutions, supporting change management practices. (S10)

None

Maintain
K22
S14
B2

Communication techniques: verbal and written. (K22)

Communicate using a variety of tools and approaches, adapting language for technical and non-technical stakeholders. (S14)

Demonstrate standard business courtesies and professional ethics. (B2)

Profession discussion underpinned by portfolio

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Lifecycle
K1
S1

The stages within a solutions lifecycle. (K1)

Work at any stage of the solution lifecycle. (S1)

None

Legislation and policies
K18 K19 K20
S13

Organisation and industry legislation, policies and Standards. (K18)

Principles of cyber security and the implication on IT solutions. (K19)

Fundamentals and application of health and safety legislation and policies. (K20)

Apply organisational policies and legislation in relation to security requirements, privacy, and confidentiality. (S13)

None

Sustainability
K21
S4
B5

How their work contributes to Carbon emissions and what steps can be taken to reduce emissions. (K21)

Ensure resources are used efficiently and responsibly. (S4)

Take an environmentally sustainable mindset towards solution design and implementation activities ensuring climate change and the move to net carbon zero is a consideration. (B5)

Continuous professional development
K14
S15
B6

Emerging technologies, such as Artificial Intelligence and machine learning, the ethical usage of AI tooling and the potential implication for digital activities and solutions. (K14)

Apply continuous professional development CPD to support their own learning, business needs and technical developments. (S15)

Demonstrate due diligence in all working practices. (B6)

Core IT
K7 K8 K9 K10 K11 K12
S12

The main components of a computer system and their purpose. (K7)

The purpose of an Operating System OS. (K8)

Concepts of cloud, cloud services and cloud storage, including cloud enablement and application e.g. SaaS, PaaS, IaaS. (K9)

Different types of network devices and components. (K10)

The requirements of systems hosting and access. (K11)

Relative merits of different types of configurations for example default and custom. (K12)

Support multiple contemporary or legacy solutions to required levels of service. (S12)

None

Stakeholder engagement
K2 K23

B4

Stakeholder management techniques and approaches. (K2)

Principles of cultural awareness and how diversity impacts on solutions. (K23)

None

Work with stakeholders whilst contributing to a supportive and inclusive workplace. (B4)

Data
K13
S8 S11

The data lifecycle including creation, processing and storage, usage archiving and destruction. (K13)

Search and use different types of data or information sources. (S8)

Create and maintain documentation in accordance with best practice and organisational requirements. (S11)

None

Employers involved in creating the standard: Accenture, Cisco, Red Eye International, Brighton and Hove City Council, BT Group, Royal Air Force, Green acre academy, Miggle, Fujitsu, Firebrand, BCS, Remit, LearnTech, Althaus, Essex county council, JBC skills training and Progress Minded.

Version log

Version Change detail Earliest start date Latest start date Latest end date
Revised version awaiting implementation Occupational standard, end-point assessment and funding band revised 01/01/2025 Not set Not set
1.0 Approved for delivery 18/02/2019 31/12/2024 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

Is this webpage useful?

Thank you for your feedback

Tell us about your experience