Key information

  1. Status: Approved for delivery (available for starts)
  2. Reference: ST0171
  3. Version: 1.1
  4. Level: 2
  5. Typical duration to gateway: 24 months
  6. Typical EPA period: 3 months
  7. Maximum funding: £14000
  8. Route: Construction and the built environment
  9. Date updated: 03/01/2023
  10. Approved for delivery: 26 March 2015
  11. Lars code: 23
  12. EQA provider: Ofqual
  13. Review: this apprenticeship will be reviewed in accordance with our change request policy.
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End-point assessment plan

V1.1

Introduction and overview

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

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

An approved EPAO must conduct the EPA for this apprenticeship. Employers must select an approved EPAO from the Education and Skills Funding Agency’s Register of end-point assessment organisations (RoEPAO).

A full-time apprentice typically spends 24 months on-programme (this means in training before the gateway) working towards competence as a property maintenance operative. All apprentices must spend at least 12 months on-programme. All apprentices must complete the required amount of off-the-job training specified by the apprenticeship funding rules.

This EPA has 3 assessment methods.

The grades available for each assessment method are:

Assessment method 1 - practical assessment with questions:

  • fail
  • pass
  • distinction

Assessment method 2 - interview underpinned by a portfolio of evidence:

  • fail
  • pass
  • distinction

Assessment method 3 - multiple-choice test:

  • 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

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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 the EPA should start as quickly as possible.

EPA gateway

The apprentice’s employer must confirm that they think their apprentice is working at or above the occupational standard. The apprentice will then enter the gateway. The employer may take advice from the apprentice's training provider(s), but the employer must make the decision.

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

These are:

  • achieved English and maths qualifications in line with the apprenticeship funding rules
  • for the interview underpinned by a portfolio of evidence the apprentice must submit 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 12 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 (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.

The apprentice must submit any policies and procedures as 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.

Practical assessment with questions

Overview

In a practical assessment with questions, an independent assessor observes the apprentice completing a task or series of tasks set by the EPAO. The EPAO decides where it takes place. The assessment environment must closely relate to the apprentice’s natural working environment. This allows the apprentice to demonstrate the KSBs mapped to this assessment method. 

Rationale

This EPA method is being used because:

  • it allows for a varied range of tasks to be observed, that could not be guaranteed to be achieved through a single observation in the workplace
  • this is a practical role, best demonstrated through completing tasks in a realistic work setting
  • it allows for consistency of activities to be completed and efficiency in scheduling
  • it allows for the testing of related underpinning knowledge, skills and behaviours where an opportunity to observe them has not occurred
  • it is a holistic assessment method

Delivery

The practical assessment 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 practical assessment with questions.

The independent assessor may conduct and observe up to a maximum of four apprentices during this assessment method. To allow for cost effective use of resources while maintaining quality, the independent assessor must be assisted by an invigilator when more than one candidate is being assessed. The invigilator cannot play a role in assessing the apprentice. Their role is to ensure that the apprentice carries out the task unaided during the period when the independent assessor is observing or questioning. The practical assessment will be conducted in separate assessment bays. Adequate separation should be implemented during questioning. This will reflect the specific environment of the test location, including line of sight, noise levels etc. to ensure reliability and fairness are not compromised.

The EPAO must give an apprentice at least 14 days notice of the practical assessment with questions.

The practical assessment with questions must take 10 hours.

The independent assessor can increase the time of the practical assessment 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 practical assessment with questions may take place in parts but must be completed over 2 working day(s). A working day is typically considered to be 7.5 hours long. The reason for this split is the practical assessment consists of a series of practical activities and questions, which will take 10 hours, and comfort breaks will need to be provided. Where breaks occur, they will not count towards the total EPA time.

EPAOs 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 during the working day.

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

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

  • planning and organising work
  • identifying and solving common property maintenance problems
  • interpreting information and data
  • identifying, selecting and preparing materials, components, parts and other resources required for each activity
  • handling and use of hand, power tools and access equipment
  • carrying out repairs and maintenance
  • cleaning and tidying work areas, and preparing equipment for storage

The assessment will also include the safe isolation, securing and re-instatement of an electrical or electronic supply whilst performing any one of the activities below.

The practical assessment will comprise each of the following activities as a minimum. To ensure reliable assessment the tasks will vary. The EPAO will provide the apprentice with a practical assessment specification taken from a bank of practical assessment specifications.

All activities can be carried out in any order or preference as chosen by the apprentice.

Activity: Repairs to plumbing systems

The following should be observed as a minimum:

  • inspection of a plumbing system to identify damage or faults
  • draining of water, isolation and reinstatement of the water supply
  • identification and selection of materials and equipment required to complete repairs
  • completion of repairs to a waste system covering a minimum of:
    • clearing a blockage
    • replacing a waste system component (for example a trap or associated fitting)
  • completion of repairs to water supply utilising a minimum of:
    • 2 push-fittings
    • 2 compression fittings
    • 1 tap fitting or similar

Activity: Repairs using carpentry and joinery skills

The following should be observed as a minimum:

  • inspection of fixtures (doors, windows and glazed units) and their associated fittings, to identify damage or faults
  • identification and selection of materials and equipment required to complete repairs
  • application of carpentry and joinery skills to carry out repairs, covering a minimum of:
    • adjusting a door or fitting a new door (with the EPAO providing the apprentice with details on purpose and function of the door, and the building type it is to reside within)
    • repairing or replacing a window component fitting or associated fitting
    • repairing or replacing glazing beading

Activity: Repairs using plastering skills

The following should be observed as a minimum:

  • inspection of a plastered surface to identify damage
  • identification and selection of materials and equipment required to complete repairs
  • mixing of plaster and application techniques to complete repairs to plastered surfaces, covering a minimum of either:
    • one damaged area of plasterboard and finish up to 1 metre squared; or
    • one damaged area of traditional plaster and finish up to 1 metre squared

Activity: Repairs using painting and decorating skills

The EPAO will provide information on the specification being sought, such as internal or external requirements for paint and sealing activities.

The following should be observed as a minimum:

  • use of surface preparation techniques for a range of surfaces
  • identification and selection of materials, equipment and sequencing of surface preparation and paint coats required
  • use of painting and decorating techniques, covering a minimum of:
    • preparing surfaces as required
    • painting 2 metre squared of new or previously painted plaster or timber surface (such as a door)
    • painting 2 metre in length of new or previously painted timber-based surface, such as skirting board, architrave, window frames or door frames
    • applying 1.5 metre in length of finishing sealant (for example, decorators caulk or frame sealant)

Activity: Repairs using tiling skills

The following should be observed as a minimum:

  • inspection of damage to conduct repairs to a tiled surface
  • identification and selection of materials and equipment required to complete repairs
  • setting out, preparation of surface, mixing of adhesives and grout, and tiling application techniques, covering a minimum of:
    • replacing 0.5 metre squared of damaged tiling, (minimum of 9 tiles)
    • cutting around an obstacle
    • applying adhesive and grout

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

The independent assessor must ask questions to explore aspects of the KSBs not demonstrated in the practical assessment and show depth of understanding.

Questioning can occur during the practical assessment. The time for questions asked during the practical assessment is included in the overall assessment time.

Independent assessors must ask at least 10 questions during the practical assessment. To remain as unobtrusive as possible, the independent assessor should ask questions during natural breaks in work rather than disrupting the apprentice’s flow. The independent assessor must use the questions from their 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 assessment with questions and should be kept to a minimum.

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 independent assessor must make the grading decision. The practical assessment and responses to questions must be assessed holistically by the independent assessor when they are deciding the grade. 

Assessment location

The practical assessment with questions will take place in a simulated environment selected by the EPAO (for example the EPAO’s, training provider's or employer’s premises). The simulated environment must relate to the apprentice’s natural work environment. Equipment and resources needed for the practical assessment with questions must be provided by the EPAO, who can liaise with the employer to provide 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 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 practical assessment 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

Interview underpinned by a portfolio of evidence

Overview

In the interview, an independent assessor asks the apprentice questions. The apprentice can refer to and illustrate their answers with evidence from their portfolio of evidence. It gives the apprentice the opportunity to demonstrate the KSBs mapped to this EPA method.

Rationale

This EPA method is being used because:

  • it allows the apprentice to be assessed against KSBs which may not naturally occur during the practical assessment
  • it is underpinned by a portfolio of evidence, enabling the apprentice to demonstrate the application of skills and behaviours as well as knowledge
  • it allows for testing of responses where there are a number of potential answers that could not be tested through a multiple-choice test
  • it is cost-effective

Delivery

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

An independent assessor must conduct and assess the interview.

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

  • health, safety and environment
  • regulatory compliance
  • routine checking and testing of emergency systems
  • drainage
  • environmental and energy systems
  • flooring
  • responsive, planned or temporary repairs
  • information and data
  • communication and customer service
  • working practices
  • continuous improvement

The EPAO must give an apprentice at least 14 days notice of the interview.

The independent assessor must have at least 2 week(s) 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 10 questions. Follow-up questions are allowed where clarification is required. The independent assessor must use the questions from their EPAO’s question bank or create their own questions in-line with the EPAO’s training.

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

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

Assessment location

The interview must take place in a suitable venue selected by the EPAO (for example the EPAO’s, training provider'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 should maintain the security and confidentiality of EPA materials when consulting 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, training, and moderation.

Multiple-choice test

Overview

A test is an assessment for asking questions in a controlled and invigilated environment.

Rationale

This EPA method is being used because:

  • it allows for the efficient testing of knowledge where there is a right or wrong answer
  • it allows for flexibility in terms of when, where and how it is taken.

Delivery

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

The multiple-choice test can be computer or paper based.

The multiple-choice test will consist of 40 multiple-choice questions.

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

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

Test administration

The apprentice must have 60 minutes to complete the test.

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

The multiple-choice test must be taken in the presence of an invigilator who is the responsibility of the EPAO. Specialised (proctor) software can be used if the test can be taken on-line, to ensure the security of the test.

The EPAO must have an invigilation policy setting out how the multiple-choice 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 identity of the apprentice.

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

Marking

The multiple-choice test must be marked by independent assessors or markers 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 multiple-choice test. The EPAO must ensure standardisation and moderation of the multiple-choice test.

Assessment location

The apprentice must take the multiple-choice 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 multiple-choice test could take place remotely if the appropriate technology and systems are in place to prevent malpractice. The EPAO must verify the apprentice’s identity and ensure invigilation of the apprentice for example with, and not limited to, 360-degree cameras and screen sharing facilities.

Question and resource development

The EPAO must write a test specification and question bank. The specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. 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 employers. The questions must be unpredictable. A question bank of sufficient size will support this. The test specification and questions must be reviewed at least once a year to ensure they remain fit-for-purpose.

The EPAO must develop purpose-built question banks and ensure that appropriate quality assurance procedures are in place, for example, considering previous item performance data, item analysis, standardisation, training and moderation. EPAOs must ensure that questions are refined and developed to a high standard.

The EPAO must ensure that 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 multiple-choice test:

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

Grading

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Overall EPA grading

Performance in the EPA determines the apprenticeship grade of:

    • fail
    • pass
    • merit
    • distinction

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

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

If the apprentice fails one or more assessment methods, 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. In order to achieve an overall EPA merit, apprentices must achieve a distinction in either the practical assessment or the interview. In order to achieve an overall EPA distinction, apprentices must achieve a distinction in the practical assessment plus one other distinction grade in the multiple-choice test or the interview.

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

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Re-sits and re-takes

If the apprentice fails one or more assessment methods 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 EPAO 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 4 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 a re-sit or re-take, unless the EPAO determines there are exceptional circumstances.

Roles and responsibilities

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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 how the EPAO ensures valid, consistent and reliable EPA decisions. The EPAO must adhere to the requirements within the roles and responsibilities section and:

  • have effective and rigorous quality assurance systems and procedures that ensure fair, reliable and consistent EPA regardless of employer, place, time or independent assessor
  • appoint independent assessors who are competent to deliver the EPA and who:
    • have recent relevant experience of the occupation or sector to at least occupational level 3 gained in the last 3 years or significant experience of the occupation or sector
  • operate induction training for anyone involved in the delivery or assessment of the EPA
  • provide training for independent assessors in good assessment practice, operating the assessment tools and making grading decisions
  • provide ongoing training for markers and invigilators
  • provide standardisation activity for this apprenticeship standard for all independent assessors:
    • before they conduct an EPA for the first time
    • if the EPA is updated
    • periodically as appropriate (a minimum of annually)
  • conduct effective moderation of EPA decisions and grades
  • conduct appeals where required, according to the EPAO’s appeals procedure, reviewing and making final decisions on EPA decisions and grades
  • have no direct connection with the apprentice, their employer or training provider; in HEI.

Value for money

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

  • completing applicable assessment methods online (for example computer-based assessment)
  • utilising digital remote platforms to conduct applicable assessment methods
  • assessing multiple apprentices simultaneously where the method of assessment permits this
  • conducting assessment methods on the same day

Professional recognition

Professional body recognition is not relevant to this occupational apprenticeship.

KSB mapping table

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Mapping of KSBs to grade themes

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Employers involved in creating the standard: Direct Works Forum, Futures Housing, RFT Services / Flagship Homes, Bernicia Homes, Flagship Services, Tesco, Mears Group, Berneslai Homes, Chartered Association of Building Engineers (CABE), Institute of Workplace and Facilities Management (IWFM), Wrekin Housing Trust, Hyde Housing, Riverside, Nottingham City Homes

Version log

Version Change detail Earliest start date Latest start date
1.1 End-point assessment, standard and funding band revised 01/01/2023 Not set
1.0 Approved for delivery 26/03/2015 31/12/2022

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