This has been agreed and is available for information only at present. It will be available for new starts when the funding band is confirmed. Further details of this and other apprenticeship in revision are available in the revision's status report.

This apprenticeship is in development and is subject to change

Why is this apprenticeship not ready for delivery?

An apprenticeship is only available for delivery when both the standard and assessment plan is approved and a funding band (core government contribution) has been assigned to the standard.

How can I get involved?

If you'd like to get involved and contribute to the development of this apprenticeship, please read about developing standards and assessment plans. You can email the trailblazer contact using the details on this page.

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: ST1393
  4. Level: 2
  5. Minimum duration to gateway: 12 months
  6. Typical EPA period: 3 months
  7. Route: Transport and logistics
  8. Date updated: 17/05/2024
  9. EQA provider: Ofqual
  10. Example progression routes:
  11. Review:

    This apprenticeship standard will be reviewed after three years

Print occupational standard

Details of the occupational standard

Occupation summary

This occupation is found in the removals industry. This industry covers different types of removals including household, international, commercial and government buildings and provides warehouse storage for customers. Apprentices may work in various locations and surroundings when carrying out removals. Examples are residential houses, offices, schools, factories, shops, libraries, museums, and hospitals. Removal companies vary in size providing national and international coverage and may have several sites they work from. All locations are different, and no two moves are the same.

The broad purpose of the occupation is to pack items into boxes or crates and move the packed items, furniture, equipment, specialist items and any other customer possessions. They will assist with the loading and unloading of items onto and off specially built removals vehicles. For removals going to mainland Europe, overseas or via store, they will need to fill out inventory forms, condition reports and check the items into and out of a secure storage location. Removal operatives will use a range of computerised or manual operating systems. These are used to manage the daily tasks, process customer orders, produce job sheet instructions and record customers possessions for storage. There will be additional requirements to identify, note and where required photograph the pre-transit condition of items. The removals industry has a large variation in its customer base and works to time constraints or delays which could lead to working flexible and unsociable hours to respond to these demands.

In their daily work, an employee in this occupation interacts with customers, the public, operational supervisors, warehouse supervisors, team leaders, drivers, administrators, and sales colleagues. They will be supervised by a team leader, warehouse supervisor or operations supervisor. 

The removals operative is a good communicator and will be able to keep customers and colleagues informed throughout tasks, they are confident of working alone when required and within a team. A focus on an excellent customer experience is important, therefore the removals operatives must be mindful and sensitive to each task they attend and taking into consideration the diversity of the customer base in the removals industry, the operative must always conduct themselves in a professional manner.

Typical job titles include:

Furniture handling operative Furniture handling operative packer Furniture moving logistics specialist Porter Porter packer Removalist Removals operative Removals porter Removals specialist

Occupation duties

Duty KSBs

Duty 1 Plan work in line with initial instructions, adapt work due to changing circumstances.

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K21 K24 K25

S1 S2 S3 S4 S5 S6 S16 S17 S19 S20 S21

B1 B3 B4 B5 B6 B7

Duty 2 Report external factors which may occur, preventing the delay or completion of planned work.

K5 K6 K7 K23 K25

S3 S5 S6 S19 S21

B1 B4

Duty 3 Carry out risk assessment following arrival at collection or delivery address.

K2 K3 K4 K8 K15

S1 S2 S3 S11 S21

B1 B7

Duty 4 Select sustainable resources and packing materials appropriate to the job in a way that reduces risk of damage, waste, costs, and environment impact.

K6 K11 K12

S7 S8

B2

Duty 5 Follow appropriate processes for moving, handling, packing and unpacking items and making preparations for transportation.

K2 K3 K6 K9 K11 K12 K13 K23

S1 S2 S5 S8 S9

B2

Duty 6 Load, unload and stow items into and from vehicles, containers, crates and lift crates and boxes safely and efficiently.

K2 K3 K6 K9 K14 K15 K23

S1 S2 S5 S6 S10 S11

B1 B2 B4 B5

Duty 7 Use equipment and machinery safely, following instructions, company guidelines and legislative rules and regulations including wearing and using associated personal protective equipment (PPE).

K2 K3 K6 K8 K9 K14 K15 K16 K17 K18

S1 S2 S5 S6 S10 S11 S12 S13 S14

B1 B2 B5

Duty 8 Direct the movement of vehicles and forklifts safely.

K2 K3 K6 K9 K16 K17 K18

S1 S12 S13 S14

B1 B4 B5

Duty 9 Dismantle and reassemble furniture safely and efficiently, using appropriate tools and resources.

K8 K19

S1 S15 S16

B5

Duty 10 Prepare and process relevant documentation, inventories, and records of information.

K3 K13 K20 K21 K22 K23 K25

S2 S9 S16 S17 S18 S19 S21

B5

Duty 11 Identify and record pre-existing damage to furniture and effects, buildings, and floors.

K3 K8 K19 K20 K21 K23

S15 S19

B5

Duty 12 Understand the needs of the customers, for example: elderly, disabled, parents, young or vulnerable people including pets, along with cultural and religious needs.

K5 K8 K9 K13 K22 K23 K24 K25

S4 S6 S9 S18 S19 S20 S21

B3 B4 B5 B6 B7

Duty 13 Maintain required quality standards of company equipment and cleanliness of vehicles and warehouse.

K3 K6 K8 K10 K17 K18 K25

S2 S5 S13 S14

B2 B5 B6 B7

KSBs

Knowledge

K1: The removals industry for example, types of services and types of employers. Back to Duty

K2: Health and safety regulations, standards, and guidance and impact on role. Control of Substances Hazardous to Health (COSHH). Fire safety. Health and Safety at Work Act. Manual handling. Personal Protective Equipment (PPE). Safety equipment: guards, signage, fire extinguishers. Safety signage. Situational awareness. Slips, trips, and falls. Working in confined spaces. Working at height. Back to Duty

K3: Industry specific regulations and legislation relating to the moving and handling of items to include inland domestic moving, commercial moving, overseas moving, storage, working time directives and working hours. Back to Duty

K4: Hazards and risks in the workplace. Control measures. Risk assessments. Back to Duty

K5: Work organisation and time management techniques. Back to Duty

K6: Methods and modes of transport and auxiliary equipment available within the industry. Back to Duty

K7: Factors that affect the completion of planned work for example, additional volumes to be moved, unforeseen delays and weather conditions. Back to Duty

K8: Standard operating procedures (SOP). What they are and why they are important. Back to Duty

K9: Team working principles. Back to Duty

K10: Personal wellbeing and mental health awareness. Back to Duty

K11: Environmental and sustainability regulations including The Environment Act 2021 and the impact of the industry on the environment. Back to Duty

K12: Types of packing materials and their uses. Costing of different packing materials. Back to Duty

K13: Techniques for moving, handling, packing, loading, securing, and unloading hazardous goods or materials, for example petrol lawn mowers and car batteries. Back to Duty

K14: Techniques to load and unload goods. Including security of vehicle and goods during tasks. Back to Duty

K15: Manual handling techniques and types of equipment: lifting equipment, vehicle ramps and platforms pallet trucks, piano wheels and sack barrows and their limitations. Back to Duty

K16: Techniques including hand signalling required to direct the movement of vehicles and manual handling equipment (MHE). The Health and Safety (Signs and Signals) Regulations. Back to Duty

K17: Principles of using tools, and machinery including wearing and using of personal protective equipment (PPE). Back to Duty

K18: Industry procedures and quality standards. Keeping work area tidy. Back to Duty

K19: Techniques of dismantling and reassembling items: beds and tables. Back to Duty

K20: Documentation methods and requirements – electronic and paper: Condition reports, inventory labelling for removal activities. Back to Duty

K21: Information systems used to support removals activities. GDPR and cyber security. Back to Duty

K22: Written communication techniques. Back to Duty

K23: Verbal communication techniques. Back to Duty

K24: Principles of equity, diversity, and inclusion in the workplace and the impact on their work for example those customers with illnesses, children, and pets. Back to Duty

K25: Limits of own authority and escalation procedures for example: reporting inappropriate behaviour. Back to Duty

Skills

S1: Follow procedures in line with health and safety regulations, standards, and guidance. Back to Duty

S2: Comply with Industry specific regulations and legislation relating to the moving and handling of items for example, inland domestic moving, commercial moving, overseas moving, and storage. Back to Duty

S3: Identify and document hazards and risks in the workplace. Complete risk assessments. Apply control measures to manage risk. Back to Duty

S4: Organise and prioritise own work in line with permitted time allowances. Back to Duty

S5: Apply standard operating procedures (SOPs) and policies. Back to Duty

S6: Apply team working principles. Back to Duty

S7: Follow procedures in line with environmental and sustainability regulations, standards, and guidance. Segregate resources for reuse, recycling, and disposal. Back to Duty

S8: Select packing materials appropriate to the individual task. Back to Duty

S9: Follow processes for moving, handling, packing and unpacking items. Back to Duty

S10: Load or unload identified goods. Back to Duty

S11: Use manual handling techniques and equipment, for example, lifting equipment, vehicle ramps or platforms. Back to Duty

S12: Direct the movement of vehicles or mechanical handling equipment (MHE). Back to Duty

S13: Use tools, machinery, and personal protective equipment (PPE) following manufacturers instructions. Back to Duty

S14: Follow company procedures and quality standards, for example housekeeping, clean equipment and machinery, and keep work area tidy. Back to Duty

S15: Dismantle and reassemble items using tools and equipment in line with company policy. Back to Duty

S16: Record or enter task information - paper based or electronic. Back to Duty

S17: Use information technology and digital systems. Comply with GDPR and cyber security. Back to Duty

S18: Communicate in writing with others for example, clients, colleagues, and managers. Back to Duty

S19: Communicate with others verbally for example, clients, colleagues, and managers. Back to Duty

S20: Follow equity, diversity, and inclusion principles. Back to Duty

S21: Carry out and record learning and development activities. Back to Duty

Behaviours

B1: Put health and safety first. Back to Duty

B2: Considers the environment and sustainability. Back to Duty

B3: Support an inclusive workplace for example, respectful of different views. Back to Duty

B4: Team-focus to meet work goals. Back to Duty

B5: Act in a professional manner. Back to Duty

B6: Seek learning and development opportunities. Back to Duty

B7: Respond and adapt to work demands and situations. 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 removals operative apprenticeship. End-point assessment organisations (EPAOs) must follow this when designing and delivering the EPA.

Removals operative apprentices, their employers and training providers should read this document.

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

The EPA should be completed within an EPA period lasting typically 3 months.

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

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

This EPA has 2 assessment methods.

The grades available for each assessment method are below.

Assessment method 1 - interview underpinned by a portfolio of evidence:

  • fail
  • pass
  • distinction

Assessment method 2 - observation with questions:

  • fail
  • pass

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

  • fail
  • pass
  • distinction

EPA summary table

On-programme - typically 12 months

The apprentice must:

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

  • compile a portfolio of evidence

End-point assessment gateway

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

The apprentice must:

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

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

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

End-point assessment - typically 3 months

The grades available for each assessment method are below

Interview underpinned by a portfolio of evidence:

  • fail

  • pass

  • distinction

Observation with questions:

  • fail

  • pass

Overall EPA and apprenticeship can be graded:

    • fail
    • pass
    • distinction

Re-sits and re-takes
  • re-take and re-sit grade cap: pass
  • re-sit timeframe: typically 2 months
  • re-take timeframe: typically 3 months

Duration of end-point assessment period

The EPA is taken in the EPA period. The EPA period starts when the EPAO confirms the gateway requirements have been met and is typically 3 months.

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

EPA gateway

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

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

They must:

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

  • submit a portfolio of evidence for the interview underpinned by a portfolio of evidence

Portfolio of evidence requirements:

The apprentice must compile a portfolio of evidence during the on-programme period of the apprenticeship. It should only contain evidence related to the KSBs that will be assessed by the interview. It will typically contain 10 discrete pieces of evidence. Evidence must be mapped against the KSBs. Evidence may be used to demonstrate more than one KSB; a qualitative as opposed to quantitative approach is suggested.

Evidence sources may include:

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

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

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

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

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

Order of assessment methods

The assessment methods can be delivered in any order.

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

Interview underpinned by a portfolio of evidence

Overview

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

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

An independent assessor must conduct and assess the interview.

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

  • health, safety, regulations and legislation
  • policy and procedure
  • planning
  • removals activities
  • environment and sustainability
  • team working
  • use and movement of equipment and vehicles
  • documentation, digital and technology
  • communication
  • equity, diversity and inclusion (EDI)
  • continuing professional development (CPD)

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

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

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

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

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

The independent assessor must ask at least 5 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 

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 (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 any assessment early.

Assessment location

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

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

Question and resource development

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

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

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

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

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

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

Observation with questions

Overview

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

Rationale

This assessment method is being used because:

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

Delivery

The observation with questions must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.

An independent assessor must conduct and assess the observation with questions.

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

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

The observation must take 75 minutes.

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

The observation with questions cannot be split, except for comfort breaks or to allow the apprentice to move from one location to another. Such breaks will not count towards the total observed 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 observation with questions before it starts. This does not count towards the assessment time.

The independent assessor should observe the following during the observation:

  • compliance with health, safety, regulations and legislation
  • removals activities
  • use and movement of equipment and vehicles
  • completion of documentation
  • communication

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

The independent assessor must ask questions. Questioning can occur both during and after the observation.

The purpose of the questions is:

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

The time for questioning is included in the overall assessment time. The independent assessor must ask at least 3 questions. 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. Follow-up questions are allowed where clarification is required.

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

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

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

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

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 observation with questions must take place in the apprentice’s normal place of work for example, their employer’s premises or a customer’s premises. Equipment and resources needed for the observation must be provided by the employer and be in good and safe working condition.

Questioning that occurs after the observation should take place in a suitable environment, for example 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 produce the following materials to support the observation with questions:

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

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

Grading

Interview underpinned by a portfolio of evidence

Fail - does not meet pass criteria

Theme
KSBs
Pass
Apprentices must demonstrate all of the pass descriptors
Distinction
Apprentices must demonstrate all of the pass descriptors and all of the distinction descriptors
Health, safety, regulations, and legislation.
K2 K3 S2

Describes health and safety regulations, standards and guidance and the impact to their role. (K2)

Describes how they comply with industry specific regulations and legislation relating to the moving and handling of items. (K3, S2)

Explains the benefits of compliance with manual handling regulations and procedures and the consequences of non-compliance to the individual and the company. (K2, S2)

 

Policy and procedure
K18 S14

Describes how they follow company procedures and quality standards for example, keeping equipment clean and housekeeping. (K18, S14)

Explains the importance of maintaining good quality standards for example, with housekeeping and the impact this has on the organisation. (K18, S14)

Planning
K5 K7 S4 B7

Describes how they plan work using planning and prioritising techniques with consideration for permitted time allowances. (K5, S4)

Describes the factors that can affect the completion of planned work. (K7)

Describes how they adapt to meet company needs, for example the ability to work flexibly including working anti-social hours. (B7)

Reviews and justifies chosen work organisation or time management techniques used to complete tasks in time allowances. (K5, S4)

Removals activities
K1 K19 K25 S15

Describes the removals industry, identifying types of services and types of employers. (K1)

Describes how they dismantle and reassemble items using tools and equipment, in line with company policy. (K19, S15)

Describes their role, responsibilities and the limits of the role and how they escalate issues or concerns in line with company policy. (K25)

None.

Environment and Sustainability
K11 S7 B2

Describes how they follow procedures in line with environmental and sustainability regulations standards, and guidelines, including segregating resources, and considers the potential impact the removals industry has on the environment. (K11, S7, B2)

 

None.

Team working
K9 S6 B4

Describes how they apply team working principles to meet their team's work goals. (K9, S6, B4)

Explains how their team focus supports wider teams to meet their goals. (K9, S6)

Use and movement of equipment and vehicles
K6 K16 S12

Explains the methods and modes of transport and auxiliary equipment that are available within the industry. (K6)

Describes how they have directed the movement of vehicles or mechanical handling equipment using techniques such as hand signalling, following associated regulations. (K16, S12)

Explains the importance of compliance with the regulations and the impact on the business. (K16, S12)

Documentation, digital and technology
K21 S17

Describes how they use information technology and information systems and comply with GDPR and cyber security to support work tasks. (K21, S17)

None.

Communication
K22 S18

Describes how they communicate with others using written techniques, in a way that is suitable for the context and supports task completion. (K22, S18)

None.

Equity, diversity, and inclusion (EDI)
K10 K24 S20 B3

Describes their understanding of personal wellbeing and mental health awareness. (K10)

Describes how they follow and support equity, diversity, and inclusion in their work in line with rules. (K24, S20, B3)

Explains the benefits of supporting an equitable, diverse and inclusive culture for the business. (K24, S20)

Continuing professional development (CPD)
S21 B6

Outlines the learning and development activities they have carried out. (S21, B6)

None.

Observation with questions

Fail - does not meet pass criteria

Theme
KSBs
Pass
Apprentices must demonstrate all of the pass descriptors
Health, safety, regulations, and legislation.
K4 S1 S3 B1

Records identified hazards and risks in line with company procedures. Applies control measures to manage risks or hazards in line with company procedures. (K4, S3)

Prioritises safe systems of work, following procedures in compliance with health and safety regulations, standards and guidance. (S1, B1)

Removals activities
K8 K12 K13 K14 S5 S8 S9 S10

Follows standard operating procedures in compliance with company procedures. (K8, S5)

Selects packing materials that are appropriate to the task and in line with company policy and item instructions. (K12, S8)

Moves, handles, packs and unpacks items in line with company policy and procedures, and item instructions. (K13, S9)

Loads or unloads identified goods in line with company policy and procedures and item instructions. (K14, S10)

Use and movement of equipment and vehicles
K15 K17 S11 S13

Uses manual handling techniques and equipment, for example, lifting equipment, vehicle ramps or platforms in line with task requirements. (K15, S11)

Checks and uses personal protective equipment (PPE), tools and machinery in line with operating instructions or manufacturers’ guidelines for the task. (K17, S13)

Documentation, digital and technology
K20 S16

Records or enters information for work tasks in line with company procedures in full - paper-based or electronic. (K20, S16)

Communication
K23 S19 B5

Acts in a professional manner when communicating with others, using verbal communication techniques, in a way that is suitable for the context and supports task completion. (K23, S19, B5)

Overall EPA grading

Performance in the EPA determines the overall grade of:

  • fail

  • pass

  • distinction

An independent assessor must individually grade the interview underpinned by a portfolio of evidence and observation with questions in line with this EPA plan.

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

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

To achieve an overall pass, the apprentice must achieve at least a pass in all the assessment methods. To achieve an overall distinction, the apprentice must achieve a pass in the observation with questions, and a distinction in the interview underpinned by a portfolio of evidence.

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

Interview underpinned by a portfolio of evidence Observation with questions Overall Grading
Any grade Fail Fail
Fail Pass Fail
Pass Pass Pass
Distinction Pass Distinction

Re-sits and re-takes

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

The employer and the EPAO should agree the timescale for a re-sit or re-take. A re-sit is typically taken within 2 months of the EPA outcome notification. The timescale for a re-take is dependent on how much re-training is required and is typically taken within 3 months of the EPA outcome notification.

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

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

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

Roles and responsibilities

Roles Responsibilities

Apprentice

As a minimum, the apprentice should:

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

Employer

As a minimum, the apprentice's employer must:

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

EPAO

As a minimum, the EPAO must:

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

Independent assessor

As a minimum, an independent assessor must: 

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

Training provider

As a minimum, the training provider must: 

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

Reasonable adjustments

The EPAO must have reasonable adjustments arrangements for the EPA.

This should include:

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

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

Special considerations

The EPAO must have special consideration arrangements for the EPA.

This should include:

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

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

Internal quality assurance

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

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

They must also appoint independent assessors who:

  • have recent relevant experience of the occupation or sector to at least occupational level 2 gained in the last 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
  • using the employer’s premises
  • conducting assessment methods on the same day

Professional recognition

This apprenticeship is not aligned to professional recognition.

KSB mapping table

Knowledge Assessment methods
K1

The removals industry for example, types of services and types of employers.

Back to Grading
Interview underpinned by a portfolio of evidence
K2

Health and safety regulations, standards, and guidance and impact on role. Control of Substances Hazardous to Health (COSHH). Fire safety. Health and Safety at Work Act. Manual handling. Personal Protective Equipment (PPE). Safety equipment: guards, signage, fire extinguishers. Safety signage. Situational awareness. Slips, trips, and falls. Working in confined spaces. Working at height.

Back to Grading
Interview underpinned by a portfolio of evidence
K3

Industry specific regulations and legislation relating to the moving and handling of items to include inland domestic moving, commercial moving, overseas moving, storage, working time directives and working hours.

Back to Grading
Interview underpinned by a portfolio of evidence
K4

Hazards and risks in the workplace. Control measures. Risk assessments.

Back to Grading
Observation with questions
K5

Work organisation and time management techniques.

Back to Grading
Interview underpinned by a portfolio of evidence
K6

Methods and modes of transport and auxiliary equipment available within the industry.

Back to Grading
Interview underpinned by a portfolio of evidence
K7

Factors that affect the completion of planned work for example, additional volumes to be moved, unforeseen delays and weather conditions.

Back to Grading
Interview underpinned by a portfolio of evidence
K8

Standard operating procedures (SOP). What they are and why they are important.

Back to Grading
Observation with questions
K9

Team working principles.

Back to Grading
Interview underpinned by a portfolio of evidence
K10

Personal wellbeing and mental health awareness.

Back to Grading
Interview underpinned by a portfolio of evidence
K11

Environmental and sustainability regulations including The Environment Act 2021 and the impact of the industry on the environment.

Back to Grading
Interview underpinned by a portfolio of evidence
K12

Types of packing materials and their uses. Costing of different packing materials.

Back to Grading
Observation with questions
K13

Techniques for moving, handling, packing, loading, securing, and unloading hazardous goods or materials, for example petrol lawn mowers and car batteries.

Back to Grading
Observation with questions
K14

Techniques to load and unload goods. Including security of vehicle and goods during tasks.

Back to Grading
Observation with questions
K15

Manual handling techniques and types of equipment: lifting equipment, vehicle ramps and platforms pallet trucks, piano wheels and sack barrows and their limitations.

Back to Grading
Observation with questions
K16

Techniques including hand signalling required to direct the movement of vehicles and manual handling equipment (MHE). The Health and Safety (Signs and Signals) Regulations.

Back to Grading
Interview underpinned by a portfolio of evidence
K17

Principles of using tools, and machinery including wearing and using of personal protective equipment (PPE).

Back to Grading
Observation with questions
K18

Industry procedures and quality standards. Keeping work area tidy.

Back to Grading
Interview underpinned by a portfolio of evidence
K19

Techniques of dismantling and reassembling items: beds and tables.

Back to Grading
Interview underpinned by a portfolio of evidence
K20

Documentation methods and requirements – electronic and paper: Condition reports, inventory labelling for removal activities.

Back to Grading
Observation with questions
K21

Information systems used to support removals activities. GDPR and cyber security.

Back to Grading
Interview underpinned by a portfolio of evidence
K22

Written communication techniques.

Back to Grading
Interview underpinned by a portfolio of evidence
K23

Verbal communication techniques.

Back to Grading
Observation with questions
K24

Principles of equity, diversity, and inclusion in the workplace and the impact on their work for example those customers with illnesses, children, and pets.

Back to Grading
Interview underpinned by a portfolio of evidence
K25

Limits of own authority and escalation procedures for example: reporting inappropriate behaviour.

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

Follow procedures in line with health and safety regulations, standards, and guidance.

Back to Grading
Observation with questions
S2

Comply with Industry specific regulations and legislation relating to the moving and handling of items for example, inland domestic moving, commercial moving, overseas moving, and storage.

Back to Grading
Interview underpinned by a portfolio of evidence
S3

Identify and document hazards and risks in the workplace. Complete risk assessments. Apply control measures to manage risk.

Back to Grading
Observation with questions
S4

Organise and prioritise own work in line with permitted time allowances.

Back to Grading
Interview underpinned by a portfolio of evidence
S5

Apply standard operating procedures (SOPs) and policies.

Back to Grading
Observation with questions
S6

Apply team working principles.

Back to Grading
Interview underpinned by a portfolio of evidence
S7

Follow procedures in line with environmental and sustainability regulations, standards, and guidance. Segregate resources for reuse, recycling, and disposal.

Back to Grading
Interview underpinned by a portfolio of evidence
S8

Select packing materials appropriate to the individual task.

Back to Grading
Observation with questions
S9

Follow processes for moving, handling, packing and unpacking items.

Back to Grading
Observation with questions
S10

Load or unload identified goods.

Back to Grading
Observation with questions
S11

Use manual handling techniques and equipment, for example, lifting equipment, vehicle ramps or platforms.

Back to Grading
Observation with questions
S12

Direct the movement of vehicles or mechanical handling equipment (MHE).

Back to Grading
Interview underpinned by a portfolio of evidence
S13

Use tools, machinery, and personal protective equipment (PPE) following manufacturers instructions.

Back to Grading
Observation with questions
S14

Follow company procedures and quality standards, for example housekeeping, clean equipment and machinery, and keep work area tidy.

Back to Grading
Interview underpinned by a portfolio of evidence
S15

Dismantle and reassemble items using tools and equipment in line with company policy.

Back to Grading
Interview underpinned by a portfolio of evidence
S16

Record or enter task information - paper based or electronic.

Back to Grading
Observation with questions
S17

Use information technology and digital systems. Comply with GDPR and cyber security.

Back to Grading
Interview underpinned by a portfolio of evidence
S18

Communicate in writing with others for example, clients, colleagues, and managers.

Back to Grading
Interview underpinned by a portfolio of evidence
S19

Communicate with others verbally for example, clients, colleagues, and managers.

Back to Grading
Observation with questions
S20

Follow equity, diversity, and inclusion principles.

Back to Grading
Interview underpinned by a portfolio of evidence
S21

Carry out and record learning and development activities.

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

Put health and safety first.

Back to Grading
Observation with questions
B2

Considers the environment and sustainability.

Back to Grading
Interview underpinned by a portfolio of evidence
B3

Support an inclusive workplace for example, respectful of different views.

Back to Grading
Interview underpinned by a portfolio of evidence
B4

Team-focus to meet work goals.

Back to Grading
Interview underpinned by a portfolio of evidence
B5

Act in a professional manner.

Back to Grading
Observation with questions
B6

Seek learning and development opportunities.

Back to Grading
Interview underpinned by a portfolio of evidence
B7

Respond and adapt to work demands and situations.

Back to Grading
Interview underpinned by a portfolio of evidence

Mapping of KSBs to grade themes

Interview underpinned by a portfolio of evidence

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Health, safety, regulations, and legislation.
K2 K3
S2

Health and safety regulations, standards, and guidance and impact on role. Control of Substances Hazardous to Health (COSHH). Fire safety. Health and Safety at Work Act. Manual handling. Personal Protective Equipment (PPE). Safety equipment: guards, signage, fire extinguishers. Safety signage. Situational awareness. Slips, trips, and falls. Working in confined spaces. Working at height. (K2)

Industry specific regulations and legislation relating to the moving and handling of items to include inland domestic moving, commercial moving, overseas moving, storage, working time directives and working hours. (K3)

Comply with Industry specific regulations and legislation relating to the moving and handling of items for example, inland domestic moving, commercial moving, overseas moving, and storage. (S2)

None

Policy and procedure
K18
S14

Industry procedures and quality standards. Keeping work area tidy. (K18)

Follow company procedures and quality standards, for example housekeeping, clean equipment and machinery, and keep work area tidy. (S14)

None

Planning
K5 K7
S4
B7

Work organisation and time management techniques. (K5)

Factors that affect the completion of planned work for example, additional volumes to be moved, unforeseen delays and weather conditions. (K7)

Organise and prioritise own work in line with permitted time allowances. (S4)

Respond and adapt to work demands and situations. (B7)

Removals activities
K1 K19 K25
S15

The removals industry for example, types of services and types of employers. (K1)

Techniques of dismantling and reassembling items: beds and tables. (K19)

Limits of own authority and escalation procedures for example: reporting inappropriate behaviour. (K25)

Dismantle and reassemble items using tools and equipment in line with company policy. (S15)

None

Environment and Sustainability
K11
S7
B2

Environmental and sustainability regulations including The Environment Act 2021 and the impact of the industry on the environment. (K11)

Follow procedures in line with environmental and sustainability regulations, standards, and guidance. Segregate resources for reuse, recycling, and disposal. (S7)

Considers the environment and sustainability. (B2)

Team working
K9
S6
B4

Team working principles. (K9)

Apply team working principles. (S6)

Team-focus to meet work goals. (B4)

Use and movement of equipment and vehicles
K6 K16
S12

Methods and modes of transport and auxiliary equipment available within the industry. (K6)

Techniques including hand signalling required to direct the movement of vehicles and manual handling equipment (MHE). The Health and Safety (Signs and Signals) Regulations. (K16)

Direct the movement of vehicles or mechanical handling equipment (MHE). (S12)

None

Documentation, digital and technology
K21
S17

Information systems used to support removals activities. GDPR and cyber security. (K21)

Use information technology and digital systems. Comply with GDPR and cyber security. (S17)

None

Communication
K22
S18

Written communication techniques. (K22)

Communicate in writing with others for example, clients, colleagues, and managers. (S18)

None

Equity, diversity, and inclusion (EDI)
K10 K24
S20
B3

Personal wellbeing and mental health awareness. (K10)

Principles of equity, diversity, and inclusion in the workplace and the impact on their work for example those customers with illnesses, children, and pets. (K24)

Follow equity, diversity, and inclusion principles. (S20)

Support an inclusive workplace for example, respectful of different views. (B3)

Continuing professional development (CPD)

S21
B6

None

Carry out and record learning and development activities. (S21)

Seek learning and development opportunities. (B6)

Observation with questions

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Health, safety, regulations, and legislation.
K4
S1 S3
B1

Hazards and risks in the workplace. Control measures. Risk assessments. (K4)

Follow procedures in line with health and safety regulations, standards, and guidance. (S1)

Identify and document hazards and risks in the workplace. Complete risk assessments. Apply control measures to manage risk. (S3)

Put health and safety first. (B1)

Removals activities
K8 K12 K13 K14
S5 S8 S9 S10

Standard operating procedures (SOP). What they are and why they are important. (K8)

Types of packing materials and their uses. Costing of different packing materials. (K12)

Techniques for moving, handling, packing, loading, securing, and unloading hazardous goods or materials, for example petrol lawn mowers and car batteries. (K13)

Techniques to load and unload goods. Including security of vehicle and goods during tasks. (K14)

Apply standard operating procedures (SOPs) and policies. (S5)

Select packing materials appropriate to the individual task. (S8)

Follow processes for moving, handling, packing and unpacking items. (S9)

Load or unload identified goods. (S10)

None

Use and movement of equipment and vehicles
K15 K17
S11 S13

Manual handling techniques and types of equipment: lifting equipment, vehicle ramps and platforms pallet trucks, piano wheels and sack barrows and their limitations. (K15)

Principles of using tools, and machinery including wearing and using of personal protective equipment (PPE). (K17)

Use manual handling techniques and equipment, for example, lifting equipment, vehicle ramps or platforms. (S11)

Use tools, machinery, and personal protective equipment (PPE) following manufacturers instructions. (S13)

None

Documentation, digital and technology
K20
S16

Documentation methods and requirements – electronic and paper: Condition reports, inventory labelling for removal activities. (K20)

Record or enter task information - paper based or electronic. (S16)

None

Communication
K23
S19
B5

Verbal communication techniques. (K23)

Communicate with others verbally for example, clients, colleagues, and managers. (S19)

Act in a professional manner. (B5)

Contact us about this apprenticeship

Employers involved in creating the standard: Anchor removals, Bradshaw moving services, British Association of Removers, Caversham Moves, Central moves, Clarks of Amersham, Crown Worldwide Group, Fox Group (Moving & Storage) Ltd, Jam Vans, Martells, Stranks Removals and Storage Ltd, Universal commercial relocation ltd, White and Company

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