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

This revised version of the occupational standard and end-point assessment plan has been agreed and is available for information only pending approval of the funding band. Once the Minister has made a funding band decision, this revised version will be approved for delivery after a notice period yet to be determined.

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
    Unticked Funding approved
  3. Reference: ST0242
  4. Level: 2
  5. Typical duration to gateway: 24 months
  6. Typical EPA period: 6 months
  7. Route: Agriculture, environmental and animal care
  8. Date updated: 07/06/2024
  9. Lars code: 69
  10. EQA provider: Ofqual
  11. Example progression routes:
  12. 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 typically found in the agricultural, horticultural, landscape contracts, forestry, professional sports turf, garden machinery, and amenities sectors.

The land-based engineering sector provides the after sales support of a diverse range of machinery and equipment.

The machinery and equipment supported includes mechanical, hydraulic, pneumatic, electrical, electronic and robotic systems.  

Land-based service engineers typically work within their employers’ workshops. They also assist skilled technicians with repair work on customer sites. Work may be undertaken outdoors requiring flexible working hours dictated by seasonal demands. 

Employers range from small to large.  They offer technical support to their customers and businesses to maintain their equipment. These include golf courses, amenity providers, contractors, farming estates, hire companies and dealership networks.

Land-based service engineers maintain and service a diverse range of machinery and equipment.

They assemble and carry out pre-delivery inspection of new machinery and equipment.

They prepare used machinery and equipment for resale or hire and fit aftermarket accessories.

A land-based service engineer will clean and decontaminate machinery and equipment.

They complete routine maintenance, service, repairs and diagnostics. They will remove and refit components and sub-assemblies.

The individual will also operate land-based machinery and equipment to perform function tests where qualified to do so.

They have an appreciation of how the land-based machinery operations impact upon, the environment, sustainability, contamination, machinery set-up, customer and maintenance requirements.  

Land-based service engineers interact with internal and external customers. This comprises of colleagues, suppliers, manufacturers, business to business customers and the general public.

They will typically report to a land-based service engineering technician.

Employees in this occupation will complete work to specification on schedule whilst meeting quality requirements.

They are required to comply with relevant policies and procedures including environmental and health and safety.

Land-based service engineers work under supervision or where appropriate on their own initiative following set procedures or verbal instruction.

Typical job titles include:

Agricultural service engineer Field service engineer Fixed plant and equipment service engineer Forestry equipment service engineer Horticultural service engineer Land-based engineer Outdoor power equipment service engineer Workshop fitter Workshop mechanic Workshop-based engineer

Entry requirements

Typically employers will set the selection criteria for their apprentices.  Typically, this may include English and mathematics GCSEs at Grade 4 or equivalent. In addition it may be desirable that the apprentice has a basic understanding of digital technology.

Occupation duties

Duty KSBs

Duty 1 Undertake service maintenance and repair activities often in rural environments following workplace procedures and defined risk assessments and considering livestock, chemical, mechanical, high voltage, and environmental conditions.

K1 K2 K4 K6 K10 K11 K12 K14 K15 K17 K18 K19 K20 K22 K23 K24 K25 K26

S3 S4 S7 S9 S10 S12 S14 S15 S16 S17 S20 S21

B1 B2 B3 B4 B5 B7 B8

Duty 2 Clean land-based prime-movers, machinery and equipment to remove organic, mineral and chemical residues in accordance with DEFRA phytosanitary certification standards.

K1 K2 K16 K23 K25 K26

S2 S3 S5 S10 S15 S16

B1 B2 B3 B4 B5

Duty 3 Select, prepare and reinstate work sites for service maintenance and repair activities to take place.

K1 K2 K10 K15 K23 K25 K26

S1 S3 S5 S7 S15 S16 S20

B1 B2 B4 B5

Duty 4 Conduct pre-delivery inspections of machinery in accordance with manufacturer and employer procedures, considering preparation, settings and adjustments required for land-based customers use.

K1 K2 K4 K5 K7 K9 K10 K16 K20 K23 K25 K26

S9 S10 S15 S16 S17 S21 S22 S24 S25

B1 B2 B3 B5 B6 B7

Duty 5 Perform planned and structured service and maintenance operations on land-based machinery and equipment in accordance with manufacturer schedules, customers' operational requirements, work application and the environment.

K1 K2 K4 K10 K11 K12 K14 K15 K17 K19 K20 K22 K23 K24 K25 K26

S3 S4 S5 S6 S7 S9 S10 S14 S15 S16 S18 S19 S21 S22

B1 B2 B3 B4 B5 B7 B8

Duty 6 Install or transfer aftermarket accessories to land-based prime movers, machinery and equipment and validate their operation to meet current legislation and customer requirements.

K1 K2 K4 K5 K6 K7 K9 K10 K11 K12 K14 K20 K23 K24 K25 K26

S7 S9 S10 S11 S13 S14 S15 S16 S22 S25

B1 B2 B3 B5

Duty 7 Prepare land-based machinery and equipment and handover to internal or external customers following service, preparation and maintenance activities.

K1 K2 K4 K5 K7 K9 K10 K11 K15 K16 K20 K23 K25 K26

S7 S9 S12 S13 S15 S16 S22 S24

B1 B2 B3 B4 B5

Duty 8 Remove, support, secure and isolate land-based prime-mover, machinery and equipment, components, subassemblies and test equipment in preparation for maintenance, repair and diagnostic activities.

K1 K2 K4 K8 K10 K11 K12 K14 K15 K17 K21 K22 K24 K25 K26

S3 S6 S7 S10 S12 S15 S16 S20

B1 B2 B3 B4 B5

Duty 9 Identify, repair and replace failed components, assemblies and sub-assemblies and carry out adjustments to reflect the land-based operating environment.

K1 K2 K4 K5 K6 K8 K10 K11 K12 K14 K15 K17 K18 K19 K21 K22 K24 K25 K26

S3 S4 S5 S6 S7 S12 S15 S16 S19 S20 S21

B1 B2 B3 B4 B5 B8

Duty 10 Fabricate or repair parts using chemical and thermal bonding methods.

K1 K2 K6 K10 K11 K12 K13 K15 K17 K21 K22 K23 K24 K25 K26

S3 S4 S5 S6 S8 S10 S15 S16 S19 S20 S21

B1 B2 B3 B4 B5 B8

Duty 11 Determine and apply preventative and remedial actions to address the deterioration of land-based machinery and equipment, considering the operating environment, seasonal and extended storage, rodent damage, corrosion, oxidisation and water ingress.

K1 K2 K4 K5 K6 K8 K10 K11 K25 K26

S3 S15 S16 S19 S20 S21

B2 B3 B4 B5 B6

Duty 12 Operate land-based prime movers, machinery and equipment, perform functional tests and apply manufacturers recommended settings.

K1 K2 K4 K5 K9 K10 K19 K23 K25 K26

S3 S7 S10 S15 S16 S17

B1 B4 B5

Duty 13 Couple and connect land-based machinery and equipment to prime-movers, paying attention to alignment, ballast, stability, contact areas, maximum laden weights, widths, turning circle.

K1 K2 K4 K5 K6 K9 K10 K11 K12 K14 K15 K17 K23 K24 K25 K26

S3 S5 S7 S10 S11 S12 S13 S14 S15 S16 S25

B1 B2 B3 B4 B5

Duty 14 Conduct land-based prime mover, machinery and equipment health checks to establish maintenance requirements.

K1 K2 K4 K5 K6 K8 K10 K11 K14 K15 K17 K22 K25 K26

S3 S7 S9 S15 S16 S18 S19 S20 S21 S25 S26

B1 B3 B4 B5 B8

Duty 15 Carry out initial diagnostic activities to identify mechanical, electrical, hydraulic and pneumatic performance characteristics.

K1 K2 K4 K5 K6 K8 K10 K11 K14 K15 K17 K18 K19 K22 K25 K26

S3 S7 S9 S15 S16 S17 S18 S19 S21 S26

B5 B6 B7 B8

Duty 16 Identify the inventory requirements for given service and maintenance tasks.

K1 K3 K8 K10 K12 K13 K25 K26

S9 S15 S21

B3 B5 B7

Duty 17 Maintain service records, record data and report findings to stakeholders. Record warranty details in line with company procedures.

K1 K3 K6 K7 K8 K10 K13 K18 K25 K26

S9 S10 S14 S15 S21 S22 S23 S24

B5 B7

KSBs

Knowledge

K1: Legislation relevant to land-based engineering and their role. Back to Duty

K2: Rural location and workshop emergency procedures and to the importance of complying with risk assessments. Back to Duty

K3: Employer business structure, procedures, protocols and how own actions impact company performance and reputation. Back to Duty

K4: The purpose, application and operation of land-based prime-movers and machinery used within their employer’s area of influence. Back to Duty

K5: Soil, crop, environmental and climatic conditions within the employer’s area of influence and their effect on the set-up of land-based machinery and equipment. Back to Duty

K6: Working principles of mechanical, hydraulic, pneumatic and electrical systems used in land-based prime-movers, machinery and equipment. Back to Duty

K7: How to conduct pre-delivery assembly and inspections. Back to Duty

K8: Alternative fuels and power sources employed in the land-based sector and measures taken to promote sustainability and the environment. Back to Duty

K9: Ways to couple land-based machinery and equipment combinations to prime movers and set-up to meet the customer’s requirements. Back to Duty

K10: Ways to source, interpret and record information relating to service, maintenance, repair and set-up requirements specific to the land-based application. Back to Duty

K11: How to select, apply, maintain and store the tools and equipment used in land-based service engineering activities. Back to Duty

K12: Types of consumables, fasteners, lubricants, fluids, gases, sealants, seals, bearings used for given service and maintenance activities. Back to Duty

K13: Principles of fabrication, cutting, shaping and the processes used to chemically and thermally join materials. Back to Duty

K14: Application and use of lifting, jacking, supporting equipment whilst working in workshop and on rural locations. Back to Duty

K15: How to select, prepare and reinstate the work area prior to and following land-based engineering activities in workshop and on rural locations. Back to Duty

K16: Methods used for, and importance of biosecurity, cleaning land-based prime-movers, machinery and equipment to avoid cross contamination of weeds, diseases and product. Back to Duty

K17: How to safely prepare land-based prime-movers, machinery and equipment for service, maintenance, repair and diagnostic activities including warm up procedures, run down procedures, road testing, immobilization, disconnecting electrical supplies, securing against movement, supporting raised equipment and retracting extended hydraulic cylinders. Back to Duty

K18: Methods used to conduct static and operational inspections and how to interpret sensory perceptions to establish maintenance actions required. Back to Duty

K19: Ways to use digital equipment in service and maintenance operations to read fault codes, reset service indicators and perform software updates. Back to Duty

K20: How to carry out service and maintenance in accordance with manufacturers service schedules and to meet the land-based customer operational requirements. Back to Duty

K21: Procedures and preparatory actions required when removing and refitting parts, components and sub-assemblies exposed to land-based activities. Back to Duty

K22: Principles of logical fault finding and how they can be used to identify set-up issues associated with the land-based equipment. Back to Duty

K23: The impact of land-based activities on the environment and sustainability. Back to Duty

K24: The workshop processes applied to land-based engineering tasks. Back to Duty

K25: How Land-Based service engineers contribute to provide good ‘customer care’. Back to Duty

K26: Methods and types of communication and when and how they should be used internally and externally, including, verbal, written, photographic and body language. Back to Duty

Skills

S1: Prepare and reinstate the work area for land-based engineering activities. Back to Duty

S2: Clean land-based machinery and equipment. Back to Duty

S3: Select and use PPE, tools and equipment required to undertake land-based engineering activities. Back to Duty

S4: Prepare land-based prime-movers, machinery and equipment for service, maintenance and repair activities. Back to Duty

S5: Prepare parts, components and sub-assemblies prior to reassembly, including inspecting, cleaning, refurbishing, sharpening, resealing, straightening, and balancing. Back to Duty

S6: Refit and re-assemble parts, components and sub-assemblies, ensuring their compatibility and relationship including timing and alignment. Back to Duty

S7: Select the appropriate lifting, supporting and securing equipment. Back to Duty

S8: Apply thermal bonding and separation methods to join, fabricate and repair materials and components. Back to Duty

S9: Complete organisational documentation and reports. Back to Duty

S10: Carry out work in compliance with legislative and organisational requirements. Back to Duty

S11: Lift, support and secure loads, land-based machinery, equipment and assemblies. Back to Duty

S12: Setup land-based prime movers, machinery and equipment to meet customer requirements. Back to Duty

S13: Connect, attach and fit land-based machinery equipment to prime movers. Back to Duty

S14: Service and maintain land-based prime-movers, machinery and equipment to manufacturer’s recommendations. Back to Duty

S15: Adopt safe working practices that ensure personal safety and the safety of others and the environment. Back to Duty

S16: Conduct static and basic operational inspections and check compliance with legislative safety requirements and system tests to establish actions to be taken. Back to Duty

S17: Interrogate control systems to view error codes, reset indicators and verify software updates. Back to Duty

S18: Carry out checks and tests to ensure prime-movers, machinery and equipment meet manufacturers specifications before and after repair. Back to Duty

S19: Identify and follow technical documentation and perform hydraulic or electrical repair activities on land-based machinery. Back to Duty

S20: Perform transmission or engine repair activities on land-based machinery. Back to Duty

S21: Record and interpret technical information relating to land-based service, maintenance and repair operations. Back to Duty

S22: Apply the principles of customer care when dealing with internal and external customers relevant to own role. Back to Duty

S23: Maintain service and warranty records, record data and report findings to stakeholders. Back to Duty

S24: Carry out pre delivery inspections and conduct assembly as required on land-based equipment and prime movers. Back to Duty

S25: Check settings and make adjustments on land-based equipment to meet customer requirements. Back to Duty

S26: Carry out land-based machinery inspections. Back to Duty

Behaviours

B1: Puts safety first for themselves and others. and takes responsibility for meeting health, safety, and environmental obligations. Back to Duty

B2: Manages time efficiently and adapts to changes in order to complete tasks on schedule and in accordance with instructions and job role responsibilities. Back to Duty

B3: Focusses on quality and pays attention to detail. Back to Duty

B4: Embraces a sustainable working culture, taking responsibility for the careful use of resources and handling and disposal of waste products. Back to Duty

B5: Upholds company and professional values demonstrating honesty and integrity in the workplace. Back to Duty

B6: Engages in professional development to keep abreast of emerging technologies and best practice within the land-based engineering sector. Back to Duty

B7: Embraces equity, diversity and inclusion in the workplace. Back to Duty

B8: Employs a logical approach to problem resolution. 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 land-based service engineer apprenticeship. End-point assessment organisations (EPAOs) must follow this when designing and delivering the EPA.

Land-based service engineer apprentices, their employers and training providers should read this document.

A full-time land-based service engineer apprentice typically spends 24 months on-programme. The apprentice must spend at least 12 months on-programme and complete the required amount of off-the-job training in line with the apprenticeship funding rules.

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

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

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

This EPA has 3 assessment methods.

The grades available for each assessment method are below.

Assessment method 1 - multiple choice knowledge test:

  • fail
  • pass
  • merit
  • distinction

Assessment method 2 - practical tasks assessment and questions:

  • fail
  • pass
  • distinction

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

  • fail
  • pass
  • distinction

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

  • fail
  • pass
  • merit
  • distinction

EPA summary table

On-programme - typically 24 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 and provide a fabricated special service tool that they have produced

End-point assessment gateway

The apprentice’s employer must be content that the apprentice has satisfactorily attained the necessary KSBs to complete the apprenticeship.

The apprentice must:

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

For the professional discussion underpinned by a portfolio of evidence, the apprentice must submit a portfolio of evidence. The portfolio must include a special service tool fabricated by the apprentice. The specialist service tool must be made available at the time of the professional discussion rather than submitted at gateway.

The apprentice must submit the gateway evidence to their EPAO, including any organisation specific policies and procedures requested by the EPAO. This evidence must be submitted at or before gateway.

End-point assessment - typically 6 months

The grades available for each assessment method are below

Multiple choice knowledge test:

  • fail

  • pass

  • merit

  • distinction

Practical tasks assessment and questions:

  • fail

  • pass

  • distinction

Professional discussion underpinned by a portfolio of evidence:

  • fail

  • pass

  • distinction

Overall EPA and apprenticeship can be graded:

    • fail
    • pass
    • merit
    • distinction

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 within 6 months.

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

EPA gateway

The apprentice’s employer must be content that the apprentice has attained sufficient KSBs to complete the apprenticeship. The employer may take advice from the apprentice's training provider, but it is the employer's responsibility to 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 to include a fabricated special service tool produced by the apprentice for the professional discussion underpinned by a portfolio of evidence

Portfolio of evidence requirements:

The apprentice must compile a portfolio of evidence during the on-programme period of the apprenticeship. It should only contain evidence related to the KSBs that will be assessed by this assessment method. It will typically contain evidence relating to 15 jobs.

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.

The jobs should demonstrate the breadth of knowledge and skills mapped to the method. Jobs are likely to relate but are not limited to work carried out on:

• Engines

• Transmissions

• Electrical work

• Hydraulics

• Exhaust emissions after treatment systems

• PDI (pre delivery inspection and preparation)

• Land-based machinery and equipment

• GPS / Guidance / Telematics / Technology

• Service and maintenance operations

For each job the following should be provided.

1) Job card showing the instructions given

2) A company risk assessment – workshop and/or on site dynamic assessment.

3) Pictures that describe the job from start to finish. Must include photographs of the apprentice doing the job.

4) Service manual information related to the job.

5) Saved data from the job (Error codes, software versions, parameter logs etc)

6) Check sheets (where appropriate e.g. PDI / Service).

7) A description of the job and tasks undertaken, the parts used, and the challenges encountered and how they were overcome.

Evidence sources may also include:

  • annotated workplace documentation and records, for example:
    • workplace policies and procedures
    • details of the employers main business activities/ area of interest
    • witness testimonies
    • annotated photographs
    • video clips (each having a maximum total duration 3 minutes duration); the apprentice must be in view and identifiable
    • an individual apprenticeship achievement plan
    • progress review records (training provider, employer/ mentor)
    • a continuing professional development (CPD) record
    • achievement record

In addition, the portfolio is mandatorily required to include a fabricated special service tool produced by the apprentice to a specification along with a written description of the function of the tool. The specification and function description should be included in the portfolio.

The specification provided by the apprentice can be from any source and must require, fabrication, cutting, welding, shaping, drilling and tapping operations and have an appropriate surface finish applied. It will need to include dimensions and tolerances and may be in the form of a sketch, manufacturer's specification or technical drawing.

The special service tool must be made available to the independent assessor physically at the time of the professional discussion and must display the apprentice's initials. If it is not available, the assessment will not be permitted to proceed. The specification and special service tool are in addition to the 15 jobs described above.

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.

The apprentice must submit the gateway evidence to their EPAO, including any organisation specific policies and procedures requested by the EPAO.

Order of assessment methods

The assessment methods can be delivered in any order.

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

Multiple choice knowledge test

Overview

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

Rationale

This assessment method is being used because it:

  • is suitable for assessing underpinning and essential knowledge such as health and safety criteria
  • assesses the ability to judge between different options
  • is an effective way of assessing those knowledge elements that are clearly correct/incorrect
  • enables direct comparisons between apprentices across the country and everyone taking the test has the same experience

Delivery


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

The test can be computer or paper based.

The test will consist of 40 multiple-choice questions.

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

The apprentice must be given at least 14 days’ notice of the date and time of the test.

Test administration

The apprentice must have 60 minutes to complete the test.

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

The following equipment is allowed to be used during the test:

  • calculator

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

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

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

Marking

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

A correct answer gets 1 mark.

Any incorrect or missing answers get zero marks.

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

Assessment location

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

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

Question and resource development

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

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

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

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

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

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

Practical tasks assessment and questions

Overview

In the practical assessment with questions, an independent assessor observes the apprentice completing a series of 3 tasks set by the EPAO. The EPAO decides where it takes place. The assessment environment must closely relate and be resourced to reflect the apprentice’s natural working environment and offer the apprentice the opportunity to demonstrate the KSBs mapped to this method of assessment.

Rationale

This assessment method is being used because it:

  • enables the collection of first-hand evidence of knowledge, skills and behaviours
  • tests knowledge, skills and behaviours holistically and objectively
  • enables the practical assessment of competencies (unlikely to occur in a direct observation in the workplace)
  • enables direct testing under controlled conditions
  • ensures consistency in demand and rigour during the end-point assessment

Delivery

The three practical tasks assessment and 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 practical tasks assessment and questions.

Whilst the preference is for 1 apprentice to be observed at a time by the independent assessor, the independent assessor may observe up to a maximum of 3 apprentice's at a time to ensure quality and rigour. They must be as unobtrusive as possible.

Suitable control measures should be in place to ensure consistency, reliability and authenticity of work and that there is no interference or security issues as a result of assessing 3 apprentices at a time. Control measures should ensure that questioning of the apprentices does not impact upon other aspects of the assessment.

The EPAO must give an apprentice 14 days' notice of the . practical tasks assessment and questions

The three practical tasks assessment and questions must take a minimum total of 4.5 hours.

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

The practical tasks assessment and questions cannot be split, other than for comfort breaks or to allow apprentices to move from one location to another. Where breaks occur, they will not count towards the total EPA time.

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 practical tasks assessment and questions before it starts. This does not count towards the assessment time.

The independent assessor must observe the following during the practical tasks assessment:

In each of the tasks listed, the apprentice will be required to use safe working practices to ensure personal safety and the safety of others and the environment.

They will be required to prepare the work area and select and use the appropriate personal protective equipment, tools and equipment required. Upon completion of each task, the apprentice will be required to reinstate the work area.

Apprentices committing serious breaches of Health and Safety compliance will receive a fail marking and asked to leave the task being undertaken.

Task 1 - (90 minutes)

The apprentice is required to conduct static and operational inspections and system tests to establish settings required by customers including the following –

Compliance check with legislative safety requirements

System tests to establish actions to be taken.

Interrogation of control systems to view error codes, reset indicators and reset software updates.

Task 2 - (90 minutes)

The apprentice is required to perform a hydraulic or electrical repair on land-based machinery (no electrical equipment should be over 24 volts), including the following –

Checks and tests to ensure prime-movers, machinery and equipment meet manufacturers and customer's requirements before and after repair.

Identify and follow technical documentation.

Record and interpret technical information relating to land-based service, maintenance, and repair operations.

Task 3 - (90 minutes)

The apprentice is required to identify and follow technical documentation to perform a transmission or engine related repair on land based machinery.

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 assess the level of competence against the grading descriptors.

Questioning can occur both during and after the practical assessment tasks shown above. The time for questioning is included in the overall assessment time. The independent assessor must ask at least 12 questions in total. At least 4 questions should be asked per task.To remain as unobtrusive as possible, the independent assessor should ask questions during natural stops between tasks and after completion of work rather than disrupting the apprentice’s flow. 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.

The independent assessor can ask follow-up questions to clarify answers given by the apprentice. These questions are in addition to the above set number of questions for the practical tasks assessment and questions.

The independent assessor must make the grading decision. The independent assessor must assess the practical assessment 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
  • KSBs demonstrated in answers to questions
  • the grade achieved

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.

Assessment location

The practical tasks assessment and questions must take place in a simulated environment selected by the EPAO for example, the training provider's or employer’s premises. The simulated environment must relate to the apprentice’swork environment. Equipment and resources needed for the practical tasks assessment and questions must be available. The EPAO has responsibility for ensuring that the equipment and resources are suitable and are available and may liaise with the employer/ provider to supply these.

Question and resource development

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

The assessment specification must be relevant to the occupation and occupational sector of the apprentice 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 undertakes a different task or tasks and questions in the case of re-sits and retakes, to minimise predictability.

The EPAO must produce the following materials to support the practical tasks assessment and questions:

  • independent assessor assessment materials which include:
    • assessor training and guidance materials
    • administration materials
    • moderation and standardisation materials
    • guidance materials
    • grading guidance
    • question bank
    • bank of tasks relevant to each sector of land-based engineering
  • EPA guidance for the apprentice and the employer

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

Professional discussion underpinned by a portfolio of evidence

Overview

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

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

Rationale

This assessment method is being used because it:

  • allows the holistic assessment of KSBs
  • enables the independent assessor to draw on examples of work carried out by the apprentice
  • allows the use of the portfolio followed by questioning. This will assist the apprentice to amplify their examples and to demonstrate the work carried out
  • will enable the independent assessor to test underpinning knowledge, understanding and behaviours
  • will enable the consistent assessment of activities that might be carried out in different locations at different times of the year
  • enables criteria to be assessed that would not occur regularly or would take too long to observe

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 integral part of the professional discussion will relate to the special service tool fabricated by the apprentice, the procedures used, the finish and suitability for purpose.

An independent assessor must conduct and assess the following themes as part of the professional discussion.

  • health and safety
  • organisation
  • land based fundamentals
  • workshop practices
  • environmental
  • communication
  • machine preparations and settings
  • welding and fabrication
  • customer care

The EPAO must give an apprentice 14 days' 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 and fabricated special service tool during the professional discussion.

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

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

The independent assessor must ask at least 11 questions. A minimum of 1 question must be asked per theme. 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

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.

Assessment location

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

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

Question and resource development

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

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

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

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

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

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

Grading

Practical tasks assessment and questions

Theme
KSBs
Pass
Apprentices must demonstrate all of the pass descriptors
Distinction
Apprentices must demonstrate all of the pass and all of the distinction descriptors
Interpret and record information
K10 S9 S18 S19 S21

Sources, interprets, and records technical information relating to service, maintenance, repair and set-up requirements specific to the land-based application. (K10, S9, S21)

Carries out checks and tests to ensure prime-movers, machinery and equipment meet manufacturers specifications before and after repairs. (S18)

Carries out hydraulic or electrical repair activities on land-based machinery following technical documentation. (S19)

 

Selects the most efficient method for sourcing technical information relating to the maintenance, repair, and set-up requirements of land-based equipment, ensuring their interpretation and recording is accurate and fit for purpose. (K10, S21)

Workshop practices and processes
K14 K15 S1 S7 S11

Demonstrates safe use of lifting, supporting, and securing equipment for land-based machinery, equipment, and assemblies. (K14, S7, S11)

Selects, prepares, and reinstates the work area prior to and following land-based engineering activities. (K15, S1)

 

None

Fault finding
K18 K19 S16 S17 B2 B8

Conducts static and basic operational inspections using sensory perceptions to establish maintenance actions and checking compliance with legislative safety requirements and system tests efficiently and in accordance with instructions and job role responsibilities. (K18, S16, B2) 

Interrogates control systems and digital equipment to view error codes, reset indicators and verify and perform software updates during service and maintenance operations, taking a logical approach to problem resolution. (K19, S17, B8)

 

Justifies their chosen method of conducting static and basic operational inspections at the expense of other methods, outlining the impact on the reliability of results and the accuracy of any conclusions on required maintenance actions. (K18, S16)  

 

Service and maintenance
K20 K21 S6 S14 S20 S26 B3

Carries out inspections relating to service and maintenance tasks as required on land-based prime-movers, machinery, and equipment in accordance with manufacturers recommendations and customer requirements with a clear focus on quality and attention to detail. (K20, S14, S26, B3)

Refits and re-assembles parts, components and sub-assemblies ensuring they are fully compatible, including timing and realignment as required. (K21, S6)

Performs transmission or engine repair activities on land-based machinery. (S20)

 

Systematically and logically carries out inspections relating to, service and maintenance tasks as required on land-based prime-movers, machinery and equipment in accordance with manufacturers recommendations and customer requirements. (K20, S14, S26)

 

Health and safety
S3 S15

Adopts safe working practices when carrying out land-based engineering activities, selecting and using the correct PPE, tools and equipment and ensuring their own personal safety and the safety of others and the environment. (S3, S15)

None

Professional discussion 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 and all of the distinction descriptors
Health and safety
K2 S10 B1

Explains emergency procedures that should be followed in rural locations and workshops and the importance of complying with risk assessments. (K2)

Describes how they carry out work in compliance with legislative and organisational requirements, taking responsibility for meeting health and safety and environmental obligations. (S10, B1)

 

Explains the differences that can occur when applying emergency procedures in rural and workshop locations and the consequences of not being compliant with established risk assessments. (K2)

Organisation
K3 B5 B6

Describes the organisation and their role within it, explaining how own actions, professional values, honesty and integrity can impact company performance, and reputation. (K3, B5)

Explains how they engage in professional development to keep abreast of emerging technologies and best practice within the land-based engineering sector. (B6)

 

 

None

 

Land based fundamentals
K4 K5 S13

Explains the purpose, application and operation of land-based prime-movers and machinery used within their employer’s area of influence including how to connect, attach, and fit land-based machinery equipment. (K4, S13)

Describes how soil, crop, environmental, and climatic conditions affect land-based machinery performance. (K5)

 

None

Workshop practices
K22 S5

 

Describes the principles of logical fault finding how they can be used to identify set-up issues associated with the land-based equipment. (K22)

Explains how they prepare parts, components and sub-assemblies prior to reassembly, including inspecting, cleaning, refurbishing, sharpening, resealing, straightening, and balancing. (S5)

 

None

Environmental
K23 S2 B4

Describes how they embrace a sustainable working culture and take responsibility for the use of resources and handling and safe disposal of waste, considering the impact of land-based activities on the environment. (K23, B4)

Explains how to correctly and safely clean land-based machinery and equipment. (S2)

 

None

Communication
K26 S23

Discusses different methods and types of communication and when and how they should be used internally and externally, including, verbal, written, photographic and body language. (K26)

Describes how to record data and maintain service and warranty records accurately and report findings to stakeholders. (S23)

 

None

Machine preparation and settings
K7 S4 S12 S24 S25

Explains how to carry out a logical and systematic pre-delivery inspection and assembly as required on land-based equipment and prime movers. (K7, S24)

Prepares land-based prime movers, machinery, equipment for delivery to the end user, ensuring all settings and adjustments are in line with customer requirements. (S12, S25)

Describes how to prepare land-based prime-movers, machinery and equipment for service, maintenance, and repair activities. (S4)

 

Justifies actions taken to ensure customer requirements are exceeded and all land-based prime movers, machinery and equipment are prepared for delivery without delay.  (S12, S25)  

Welding and fabrication
K13 S8

Describes the principles and methods of fabrication, cutting and shaping including how to thermally and chemically bond and separate materials and components, making reference to their fabricated special service tool and other examples. (K13, S8)

Explains the measures that can be applied to determine quality of fabrication, cutting and shaping, including thermal bonding, making reference to their fabricated special service tool and other examples.  (K13, S8)

 

Customer care
K25 S22 B7

Describes how they apply the principles of customer care when dealing with internal and external customers relevant to own role and with consideration given to equity, diversity and inclusion (K25, S22, B7)

None

Multiple choice knowledge test

Grade Minimum marks required Maximum marks required
Fail 0 23
Pass 24 29
Merit 30 35
Distinction 36 40

Overall EPA grading

Performance in the EPA determines the overall grade of:

  • fail

  • pass

  • merit

  • distinction

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

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

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

To achieve an overall pass, the apprentice must achieve at least a pass in all the assessment methods.

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

Multiple choice knowledge test Practical tasks assessment and questions Professional discussion underpinned by a portfolio of evidence Overall Grading
Fail Any grade Any grade Fail
Any grade Fail Any grade Fail
Any grade Any grade Fail Fail
Pass Pass Pass Pass
Merit Pass Pass Pass
Pass Pass Distinction Pass
Distinction Pass Pass Pass
Pass Distinction Pass Merit
Pass Distinction Distinction Merit
Distinction Pass Distinction Merit
Distinction Distinction Pass Merit
Merit Distinction Distinction Distinction
Distinction 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 must 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 1 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 for each assessment method(s) that require a re-sit or re-take, unless the EPAO determines there are exceptional circumstances. A re-sit or re-take only limits an apprentice's achievement in the assessment method(s) retaken/sat and does not prohibit higher achievement for the apprenticeship as a whole.

The apprentice is not required to retake or resit all of the tasks that form part of the practical assessment but just those that they fail.

Roles and responsibilities

Roles Responsibilities

Apprentice

As a minimum, the apprentice should:

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

Employer

As a minimum, the apprentice's employer must:

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

EPAO

As a minimum, the EPAO must:

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

Independent assessor

As a minimum, an independent assessor must:

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

Training provider

As a minimum, the training provider must:

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

Marker

As a minimum, the marker must:

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

Invigilator

As a minimum, the invigilator must:

  • attend induction training as directed by the EPAO
  • have no direct connection or conflict of interest with the apprentice, their employer or training provider
  • invigilate and supervise the apprentice during tests and in breaks during assessment methods to prevent malpractice in line with the EPAO’s invigilation procedures

Reasonable adjustments

The EPAO must have reasonable adjustments arrangements for the EPA.

This should include:

  • how an apprentice qualifies for 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.

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:

  • are qualified to at least level 3 in a land based engineering discipline or can evidence experience of consistently operating at that level
  • are occupationally competent
  • have 5 years occupational experience within the last 10 years relevant to the land-based engineering disciple being assessed
  • has an evidenced record of CPD within the last 5 years
  • holds an assessor qualification or accreditation

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 is not aligned to professional recognition.

KSB mapping table

Knowledge Assessment methods
K1

Legislation relevant to land-based engineering and their role.

Back to Grading
Multiple choice knowledge test
K2

Rural location and workshop emergency procedures and to the importance of complying with risk assessments.

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

Employer business structure, procedures, protocols and how own actions impact company performance and reputation.

Back to Grading
Professional discussion underpinned by a portfolio of evidence
K4

The purpose, application and operation of land-based prime-movers and machinery used within their employer’s area of influence.

Back to Grading
Professional discussion underpinned by a portfolio of evidence
K5

Soil, crop, environmental and climatic conditions within the employer’s area of influence and their effect on the set-up of land-based machinery and equipment.

Back to Grading
Professional discussion underpinned by a portfolio of evidence
K6

Working principles of mechanical, hydraulic, pneumatic and electrical systems used in land-based prime-movers, machinery and equipment.

Back to Grading
Multiple choice knowledge test
K7

How to conduct pre-delivery assembly and inspections.

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

Alternative fuels and power sources employed in the land-based sector and measures taken to promote sustainability and the environment.

Back to Grading
Multiple choice knowledge test
K9

Ways to couple land-based machinery and equipment combinations to prime movers and set-up to meet the customer’s requirements.

Back to Grading
Multiple choice knowledge test
K10

Ways to source, interpret and record information relating to service, maintenance, repair and set-up requirements specific to the land-based application.

Back to Grading
Practical tasks assessment and questions
K11

How to select, apply, maintain and store the tools and equipment used in land-based service engineering activities.

Back to Grading
Multiple choice knowledge test
K12

Types of consumables, fasteners, lubricants, fluids, gases, sealants, seals, bearings used for given service and maintenance activities.

Back to Grading
Multiple choice knowledge test
K13

Principles of fabrication, cutting, shaping and the processes used to chemically and thermally join materials.

Back to Grading
Professional discussion underpinned by a portfolio of evidence
K14

Application and use of lifting, jacking, supporting equipment whilst working in workshop and on rural locations.

Back to Grading
Practical tasks assessment and questions
K15

How to select, prepare and reinstate the work area prior to and following land-based engineering activities in workshop and on rural locations.

Back to Grading
Practical tasks assessment and questions
K16

Methods used for, and importance of biosecurity, cleaning land-based prime-movers, machinery and equipment to avoid cross contamination of weeds, diseases and product.

Back to Grading
Multiple choice knowledge test
K17

How to safely prepare land-based prime-movers, machinery and equipment for service, maintenance, repair and diagnostic activities including warm up procedures, run down procedures, road testing, immobilization, disconnecting electrical supplies, securing against movement, supporting raised equipment and retracting extended hydraulic cylinders.

Back to Grading
Multiple choice knowledge test
K18

Methods used to conduct static and operational inspections and how to interpret sensory perceptions to establish maintenance actions required.

Back to Grading
Practical tasks assessment and questions
K19

Ways to use digital equipment in service and maintenance operations to read fault codes, reset service indicators and perform software updates.

Back to Grading
Practical tasks assessment and questions
K20

How to carry out service and maintenance in accordance with manufacturers service schedules and to meet the land-based customer operational requirements.

Back to Grading
Practical tasks assessment and questions
K21

Procedures and preparatory actions required when removing and refitting parts, components and sub-assemblies exposed to land-based activities.

Back to Grading
Practical tasks assessment and questions
K22

Principles of logical fault finding and how they can be used to identify set-up issues associated with the land-based equipment.

Back to Grading
Professional discussion underpinned by a portfolio of evidence
K23

The impact of land-based activities on the environment and sustainability.

Back to Grading
Professional discussion underpinned by a portfolio of evidence
K24

The workshop processes applied to land-based engineering tasks.

Back to Grading
Multiple choice knowledge test
K25

How Land-Based service engineers contribute to provide good ‘customer care’.

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

Methods and types of communication and when and how they should be used internally and externally, including, verbal, written, photographic and body language.

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

Prepare and reinstate the work area for land-based engineering activities.

Back to Grading
Practical tasks assessment and questions
S2

Clean land-based machinery and equipment.

Back to Grading
Professional discussion underpinned by a portfolio of evidence
S3

Select and use PPE, tools and equipment required to undertake land-based engineering activities.

Back to Grading
Practical tasks assessment and questions
S4

Prepare land-based prime-movers, machinery and equipment for service, maintenance and repair activities.

Back to Grading
Professional discussion underpinned by a portfolio of evidence
S5

Prepare parts, components and sub-assemblies prior to reassembly, including inspecting, cleaning, refurbishing, sharpening, resealing, straightening, and balancing.

Back to Grading
Professional discussion underpinned by a portfolio of evidence
S6

Refit and re-assemble parts, components and sub-assemblies, ensuring their compatibility and relationship including timing and alignment.

Back to Grading
Practical tasks assessment and questions
S7

Select the appropriate lifting, supporting and securing equipment.

Back to Grading
Practical tasks assessment and questions
S8

Apply thermal bonding and separation methods to join, fabricate and repair materials and components.

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

Complete organisational documentation and reports.

Back to Grading
Practical tasks assessment and questions
S10

Carry out work in compliance with legislative and organisational requirements.

Back to Grading
Professional discussion underpinned by a portfolio of evidence
S11

Lift, support and secure loads, land-based machinery, equipment and assemblies.

Back to Grading
Practical tasks assessment and questions
S12

Setup land-based prime movers, machinery and equipment to meet customer requirements.

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

Connect, attach and fit land-based machinery equipment to prime movers.

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

Service and maintain land-based prime-movers, machinery and equipment to manufacturer’s recommendations.

Back to Grading
Practical tasks assessment and questions
S15

Adopt safe working practices that ensure personal safety and the safety of others and the environment.

Back to Grading
Practical tasks assessment and questions
S16

Conduct static and basic operational inspections and check compliance with legislative safety requirements and system tests to establish actions to be taken.

Back to Grading
Practical tasks assessment and questions
S17

Interrogate control systems to view error codes, reset indicators and verify software updates.

Back to Grading
Practical tasks assessment and questions
S18

Carry out checks and tests to ensure prime-movers, machinery and equipment meet manufacturers specifications before and after repair.

Back to Grading
Practical tasks assessment and questions
S19

Identify and follow technical documentation and perform hydraulic or electrical repair activities on land-based machinery.

Back to Grading
Practical tasks assessment and questions
S20

Perform transmission or engine repair activities on land-based machinery.

Back to Grading
Practical tasks assessment and questions
S21

Record and interpret technical information relating to land-based service, maintenance and repair operations.

Back to Grading
Practical tasks assessment and questions
S22

Apply the principles of customer care when dealing with internal and external customers relevant to own role.

Back to Grading
Professional discussion underpinned by a portfolio of evidence
S23

Maintain service and warranty records, record data and report findings to stakeholders.

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

Carry out pre delivery inspections and conduct assembly as required on land-based equipment and prime movers.

Back to Grading
Professional discussion underpinned by a portfolio of evidence
S25

Check settings and make adjustments on land-based equipment to meet customer requirements.

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Professional discussion underpinned by a portfolio of evidence
S26

Carry out land-based machinery inspections.

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Practical tasks assessment and questions
Behaviour Assessment methods
B1

Puts safety first for themselves and others. and takes responsibility for meeting health, safety, and environmental obligations.

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Professional discussion underpinned by a portfolio of evidence
B2

Manages time efficiently and adapts to changes in order to complete tasks on schedule and in accordance with instructions and job role responsibilities.

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Practical tasks assessment and questions
B3

Focusses on quality and pays attention to detail.

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Practical tasks assessment and questions
B4

Embraces a sustainable working culture, taking responsibility for the careful use of resources and handling and disposal of waste products.

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Professional discussion underpinned by a portfolio of evidence
B5

Upholds company and professional values demonstrating honesty and integrity in the workplace.

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Professional discussion underpinned by a portfolio of evidence
B6

Engages in professional development to keep abreast of emerging technologies and best practice within the land-based engineering sector.

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Professional discussion underpinned by a portfolio of evidence
B7

Embraces equity, diversity and inclusion in the workplace.

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Professional discussion underpinned by a portfolio of evidence
B8

Employs a logical approach to problem resolution.

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Practical tasks assessment and questions

Mapping of KSBs to grade themes

Practical tasks assessment and questions

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Interpret and record information
K10
S9 S18 S19 S21

Ways to source, interpret and record information relating to service, maintenance, repair and set-up requirements specific to the land-based application. (K10)

Complete organisational documentation and reports. (S9)

Carry out checks and tests to ensure prime-movers, machinery and equipment meet manufacturers specifications before and after repair. (S18)

Identify and follow technical documentation and perform hydraulic or electrical repair activities on land-based machinery. (S19)

Record and interpret technical information relating to land-based service, maintenance and repair operations. (S21)

None

Workshop practices and processes
K14 K15
S1 S7 S11

Application and use of lifting, jacking, supporting equipment whilst working in workshop and on rural locations. (K14)

How to select, prepare and reinstate the work area prior to and following land-based engineering activities in workshop and on rural locations. (K15)

Prepare and reinstate the work area for land-based engineering activities. (S1)

Select the appropriate lifting, supporting and securing equipment. (S7)

Lift, support and secure loads, land-based machinery, equipment and assemblies. (S11)

None

Fault finding
K18 K19
S16 S17
B2 B8

Methods used to conduct static and operational inspections and how to interpret sensory perceptions to establish maintenance actions required. (K18)

Ways to use digital equipment in service and maintenance operations to read fault codes, reset service indicators and perform software updates. (K19)

Conduct static and basic operational inspections and check compliance with legislative safety requirements and system tests to establish actions to be taken. (S16)

Interrogate control systems to view error codes, reset indicators and verify software updates. (S17)

Manages time efficiently and adapts to changes in order to complete tasks on schedule and in accordance with instructions and job role responsibilities. (B2)

Employs a logical approach to problem resolution. (B8)

Service and maintenance
K20 K21
S6 S14 S20 S26
B3

How to carry out service and maintenance in accordance with manufacturers service schedules and to meet the land-based customer operational requirements. (K20)

Procedures and preparatory actions required when removing and refitting parts, components and sub-assemblies exposed to land-based activities. (K21)

Refit and re-assemble parts, components and sub-assemblies, ensuring their compatibility and relationship including timing and alignment. (S6)

Service and maintain land-based prime-movers, machinery and equipment to manufacturer’s recommendations. (S14)

Perform transmission or engine repair activities on land-based machinery. (S20)

Carry out land-based machinery inspections. (S26)

Focusses on quality and pays attention to detail. (B3)

Health and safety

S3 S15

None

Select and use PPE, tools and equipment required to undertake land-based engineering activities. (S3)

Adopt safe working practices that ensure personal safety and the safety of others and the environment. (S15)

None

Professional discussion underpinned by a portfolio of evidence

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Health and safety
K2
S10
B1

Rural location and workshop emergency procedures and to the importance of complying with risk assessments. (K2)

Carry out work in compliance with legislative and organisational requirements. (S10)

Puts safety first for themselves and others. and takes responsibility for meeting health, safety, and environmental obligations. (B1)

Organisation
K3

B5 B6

Employer business structure, procedures, protocols and how own actions impact company performance and reputation. (K3)

None

Upholds company and professional values demonstrating honesty and integrity in the workplace. (B5)

Engages in professional development to keep abreast of emerging technologies and best practice within the land-based engineering sector. (B6)

Land based fundamentals
K4 K5
S13

The purpose, application and operation of land-based prime-movers and machinery used within their employer’s area of influence. (K4)

Soil, crop, environmental and climatic conditions within the employer’s area of influence and their effect on the set-up of land-based machinery and equipment. (K5)

Connect, attach and fit land-based machinery equipment to prime movers. (S13)

None

Workshop practices
K22
S5

Principles of logical fault finding and how they can be used to identify set-up issues associated with the land-based equipment. (K22)

Prepare parts, components and sub-assemblies prior to reassembly, including inspecting, cleaning, refurbishing, sharpening, resealing, straightening, and balancing. (S5)

None

Environmental
K23
S2
B4

The impact of land-based activities on the environment and sustainability. (K23)

Clean land-based machinery and equipment. (S2)

Embraces a sustainable working culture, taking responsibility for the careful use of resources and handling and disposal of waste products. (B4)

Communication
K26
S23

Methods and types of communication and when and how they should be used internally and externally, including, verbal, written, photographic and body language. (K26)

Maintain service and warranty records, record data and report findings to stakeholders. (S23)

None

Machine preparation and settings
K7
S4 S12 S24 S25

How to conduct pre-delivery assembly and inspections. (K7)

Prepare land-based prime-movers, machinery and equipment for service, maintenance and repair activities. (S4)

Setup land-based prime movers, machinery and equipment to meet customer requirements. (S12)

Carry out pre delivery inspections and conduct assembly as required on land-based equipment and prime movers. (S24)

Check settings and make adjustments on land-based equipment to meet customer requirements. (S25)

None

Welding and fabrication
K13
S8

Principles of fabrication, cutting, shaping and the processes used to chemically and thermally join materials. (K13)

Apply thermal bonding and separation methods to join, fabricate and repair materials and components. (S8)

None

Customer care
K25
S22
B7

How Land-Based service engineers contribute to provide good ‘customer care’. (K25)

Apply the principles of customer care when dealing with internal and external customers relevant to own role. (S22)

Embraces equity, diversity and inclusion in the workplace. (B7)

Employers involved in creating the standard: AGCO Ltd, Agricultural Engineers Association (AEA), B & B Tractors Ltd, British Agricultural and Garden Machinery Association (BAGMA), Case New Holland, CLAAS UK Ltd, Ernest Doe & Sons Ltd, Grimme UK Ltd, Institute of Agricultural Engineers (IAgrE), John Deere, Makita UK Ltd, Russell's Agriculture, T H White Ltd. Other organisations involved: IMI, LANTRA, Myerscough College, ProVQ Ltd, Reaseheath College.

Version log

Version Change detail Earliest start date Latest start date Latest end date
Revised version awaiting implementation in revision Not set Not set Not set
1.0 Approved for delivery. The funding band for this standard has been reviewed and remains at £18000 (Jan-2018). 23/12/2015 Not set Not set

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