Key information

  1. Status: Approved for delivery
  2. Reference: ST0338
  3. Version: 1.2
  4. Level: 2
  5. Minimum duration to gateway: 12 months
  6. Typical EPA period: 3 months
  7. Maximum funding: £8000
  8. Route: Transport and logistics
  9. Date updated: 01/12/2023
  10. Approved for delivery: 17 August 2017
  11. Lars code: 189
  12. EQA provider: Ofqual
  13. Review: this apprenticeship will be reviewed in accordance with our change request policy.

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Apprenticeship summary

Overview of the role

Driving buses, coaches or trams, making sure customers get where they're going safely and on time.

Occupation summary

This occupation is found in the transport industry, in private, public and third sectors.  There are both large and small organisations providing essential transport for the millions of people who travel on buses, coaches, and trams every day.  There is a wide variety of services within this sector.  For example: inner city buses, country wide coach travel, private hire for holiday travel, daily school transport and tram travel on differing networks.  Traveling by passenger transport helps to clean up the air that we breathe by reducing the number of vehicles on the road.  This industry connects people within their communities.  Customers could be going to work, seeing friends and family, accessing education or healthcare, or going on holiday.  This apprenticeship is a great opportunity to acquire the skills, knowledge and behaviours that play a vital role in providing a high quality, accessible and safe passenger transport service.

The broad purpose of the occupation is to provide excellent customer service by ensuring they can travel safely, on time and in comfort from the beginning to the end of their journey.  Passenger transport drivers may work a variety of shifts or rotas, day and night, every day of the week.  The duties they perform include preparing, carrying out, then completing the service in line with company procedures and legislative requirements.  This is a safety critical role which involves applying route risk assessments and daily checks and ensuring potential hazards are avoided to prevent the delay or completion of planned journeys.  Passenger transport drivers must drive vehicles in different traffic, situational and weather conditions on the network, no two days are the same. 

For bus and coach drivers, a DVLA category D licence is a statutory requirement and must be passed before completing the apprenticeship.  Bus and coach drivers must also achieve their Driver of Professional Competence (Driver CPC) which is an additional legal requirement.  Once the CPC licence has been achieved a bus and coach driver must complete 35 hours of periodic training every five years to maintain the ability to drive buses and coaches professionally. 

For tram drivers, a DVLA category B license is required and must be passed before completing the apprenticeship.  

In their daily work, an employee in this occupation interacts with customers in a clear, concise, and polite manner.  In smaller organisations they may report to a direct line manager and work alongside internal colleagues within the depot.  For larger organisations working on shift rotas, they may report to a shift operating controller and work as part of a larger team.  There may be a requirement to work with other public services for example, liaising with the emergency services in the event of an accident or incident.

An employee in this occupation will be responsible for safeguarding customers, employees, public, pedestrians, vehicle, and other road users at all times.  Adhering to current passenger carrying vehicles (PCV) driving regulations, health and safety legislation, company policies and procedures.  After a concentrated period of training at the start of the apprenticeship, the apprentice will predominately work independently with the ongoing support of the organisational mentor.  Passenger transport drivers must meet targets, regulations and timescales whilst always maintaining professionalism.  For example, complying with health and safety risk assessments.  Ensuring that defensive driving is practised throughout every journey.  Following drivers’ hours regulations, company guidelines and working time directives.  This ensures road safety, fair competition and supports health and wellbeing of the driver.  

Typical job titles include:

Bus driver Coach driver Tram driver

Duties

  • Duty 1 Safeguard customers, employees, general public, pedestrians, vehicle and other road in relation to current passenger carrying vehicles (PCV) driving regulations, health and safety legislation, company policies and procedures.
  • Duty 2 Report any accident or incident that involves injury, damage to any customer, pedestrian or third-party property or vehicle damage following company procedures.
  • Duty 3 Follow company procedures when dealing with a failure, breakdown or non-vehicle problem to support continuity of service.
  • Duty 4 Prepare for duty, consider route risk assessments and develop contingency plans if required utilising communication methods and digital technology.
  • Duty 5 Carry out walk around daily checks as per company policy, ensuring defect reporting system procedures are adhered to at the start of duty.
  • Duty 6 Follow allocated driving timetables, private hire, or tour instructions ensuring registered routes meet punctuality, compliance, and contractual requirements.
  • Duty 7 Drive any company vehicle following allocated duties in accordance with legal requirements, company procedures, traffic, and weather conditions on the network.
  • Duty 8 Ensure that defensive driving is practised throughout every journey, championing good driving practice and being an ambassador for the company.
  • Duty 9 Report external factors which may occur, preventing the delay or completion of planned journeys.
  • Duty 10 Comply with required legislation and company procedures when picking up and dropping off customers at stops and stations.
  • Duty 11 Ensure when parking or stabling the company vehicle that it is safe, secure and legal to do so.
  • Duty 12 Follow company procedures when communicating with customers to ensure that they are respected and made to feel welcome supporting equity, diversity, and inclusivity.
  • Duty 13 Provide assistance for customers who may need additional support, for example: elderly, disabled, parents with buggies, young or vulnerable people.
  • Duty 14 Process transactions, tickets, and passes and checking documents where appropriate.
  • Duty 15 Ensure the cleanliness of the vehicle is maintained to company standards during duties.
  • Duty 16 Comply with the company dress code, promote, enhance and uphold the company image through appearance, behaviour and professionalism.
  • Duty 17 (Bus and coach driver) Drive a bus or coach in accordance with legal requirements and company procedures.
  • Duty 18 (Tram Driver) Drive a tram in accordance with legal requirements, and company procedures.

Apprenticeship summary

ST0338, passenger transport driver - bus and coach or tram level 2

This is a summary of the key things that you – the apprentice and your employer need to know about your end-point assessment (EPA). You and your employer should read the EPA plan for the full details. It has information on assessment method requirements, roles and responsibilities, and re-sits and re-takes.

What is an end-point assessment and why it happens

An EPA is an assessment at the end of your apprenticeship. It will assess you against the knowledge, skills, and behaviours (KSBs) in the occupational standard. Your training will cover the KSBs. The EPA is your opportunity to show an independent assessor how well you can carry out the occupation you have been trained for.

Your employer will choose an end-point assessment organisation (EPAO) to deliver the EPA. Your employer and training provider should tell you what to expect and how to prepare for your EPA.

The length of the training for this apprenticeship is typically 12 months. The EPA period is typically 3 months.

The overall grades available for this apprenticeship are:

  • fail
  • pass
  • distinction

When you pass the EPA, you will be awarded your apprenticeship certificate.

EPA gateway

The EPA gateway is when the EPAO checks and confirms that you have met any requirements required before you start the EPA. You will only enter the gateway when your employer says you are ready.

The gateway requirements for your EPA are:

  • achieved English and mathematics qualifications in line with the apprenticeship funding rules
  • for the interview underpinned by a portfolio, you must submit a portfolio of evidence

  • passed any other qualifications listed in the occupational standard

For the passenger transport driver - bus and coach or tram, the qualification required is:

option 1 bus and coach driver: UK driving licence Category D and Driver CPC

option 2 tram driver: UK driving licence Category B

Assessment methods


Multiple-choice test

You will complete a multiple-choice test. It will be closed book, meaning you will not have access to any books or reference materials.

The test will have 25 multiple-choice questions. You will have 45 minutes to complete it.



Practical assessment with questions

You will be observed by an independent assessor completing a set of tasks. It will last 1 hours. They will ask you at least 3 questions.


Interview underpinned by a portfolio of evidence

You will have an interview with an independent assessor. It will last at least 60 minutes. They will ask you at least 9 questions. The questions will be about certain aspects of your occupation. You need to compile a portfolio of evidence before the EPA gateway. You can use it to help answer the questions.

The EPAO will confirm where and when each assessment method will take place.

Who to contact for help or more information

You should speak to your employer if you have a query that relates to your job.

You should speak to your training provider if you have any questions about your training or EPA before it starts.

You should receive detailed information and support from the EPAO before the EPA starts. You should speak to them if you have any questions about your EPA once it has started.


Reasonable adjustments

If you have a disability, a physical or mental health condition or other special considerations, you may be able to have a reasonable adjustment that takes this into account. You should speak to your employer, training provider and EPAO and ask them what support you can get. The EPAO will decide if an adjustment is appropriate.

Print occupational standard

Details of the occupational standard

Occupation summary

This occupation is found in the transport industry, in private, public and third sectors.  There are both large and small organisations providing essential transport for the millions of people who travel on buses, coaches, and trams every day.  There is a wide variety of services within this sector.  For example: inner city buses, country wide coach travel, private hire for holiday travel, daily school transport and tram travel on differing networks.  Traveling by passenger transport helps to clean up the air that we breathe by reducing the number of vehicles on the road.  This industry connects people within their communities.  Customers could be going to work, seeing friends and family, accessing education or healthcare, or going on holiday.  This apprenticeship is a great opportunity to acquire the skills, knowledge and behaviours that play a vital role in providing a high quality, accessible and safe passenger transport service.

The broad purpose of the occupation is to provide excellent customer service by ensuring they can travel safely, on time and in comfort from the beginning to the end of their journey.  Passenger transport drivers may work a variety of shifts or rotas, day and night, every day of the week.  The duties they perform include preparing, carrying out, then completing the service in line with company procedures and legislative requirements.  This is a safety critical role which involves applying route risk assessments and daily checks and ensuring potential hazards are avoided to prevent the delay or completion of planned journeys.  Passenger transport drivers must drive vehicles in different traffic, situational and weather conditions on the network, no two days are the same. 

For bus and coach drivers, a DVLA category D licence is a statutory requirement and must be passed before completing the apprenticeship.  Bus and coach drivers must also achieve their Driver of Professional Competence (Driver CPC) which is an additional legal requirement.  Once the CPC licence has been achieved a bus and coach driver must complete 35 hours of periodic training every five years to maintain the ability to drive buses and coaches professionally. 

For tram drivers, a DVLA category B license is required and must be passed before completing the apprenticeship.  

In their daily work, an employee in this occupation interacts with customers in a clear, concise, and polite manner.  In smaller organisations they may report to a direct line manager and work alongside internal colleagues within the depot.  For larger organisations working on shift rotas, they may report to a shift operating controller and work as part of a larger team.  There may be a requirement to work with other public services for example, liaising with the emergency services in the event of an accident or incident.

An employee in this occupation will be responsible for safeguarding customers, employees, public, pedestrians, vehicle, and other road users at all times.  Adhering to current passenger carrying vehicles (PCV) driving regulations, health and safety legislation, company policies and procedures.  After a concentrated period of training at the start of the apprenticeship, the apprentice will predominately work independently with the ongoing support of the organisational mentor.  Passenger transport drivers must meet targets, regulations and timescales whilst always maintaining professionalism.  For example, complying with health and safety risk assessments.  Ensuring that defensive driving is practised throughout every journey.  Following drivers’ hours regulations, company guidelines and working time directives.  This ensures road safety, fair competition and supports health and wellbeing of the driver.  

Typical job titles include:

Bus driver Coach driver Tram driver

Entry requirements

Apprentices be a minimum of 18 years old in order to access the apprenticeship.

Core occupation duties

Duty KSBs

Duty 1 Safeguard customers, employees, general public, pedestrians, vehicle and other road in relation to current passenger carrying vehicles (PCV) driving regulations, health and safety legislation, company policies and procedures.

K1 K2 K3 K4 K6 K7 K8 K9 K12 K13 K15 K16 K17 K20 K23 K32

S1 S2 S3 S4 S5 S6 S7 S8 S10 S12 S14 S15 S16 S18 S19 S21

B1 B3 B4 B5 B6

Duty 2 Report any accident or incident that involves injury, damage to any customer, pedestrian or third-party property or vehicle damage following company procedures.

K1 K2 K3 K16 K17 K31

S1 S2 S7 S17 S18 S19

B1 B6

Duty 3 Follow company procedures when dealing with a failure, breakdown or non-vehicle problem to support continuity of service.

K1 K2 K16 K23 K30 K31

S2 S3 S5 S7 S16 S17 S18 S19 S20 S21

B1 B5

Duty 4 Prepare for duty, consider route risk assessments and develop contingency plans if required utilising communication methods and digital technology.

K3 K4 K7 K8 K9 K10 K11 K12 K15 K31

S1 S2 S3 S4 S5 S7 S10 S17 S20 S21

B1 B4 B6

Duty 5 Carry out walk around daily checks as per company policy, ensuring defect reporting system procedures are adhered to at the start of duty.

K3 K4 K7 K9 K10 K11 K15 K21 K30

S1 S3 S4 S5 S6 S7 S10 S17 S20 S21

B1 B2 B6

Duty 6 Follow allocated driving timetables, private hire, or tour instructions ensuring registered routes meet punctuality, compliance, and contractual requirements.

K5 K6 K10 K12 K13 K14 K15 K18 K26 K27

S4 S7 S8 S9 S10 S13 S14

B4 B5 B6

Duty 7 Drive any company vehicle following allocated duties in accordance with legal requirements, company procedures, traffic, and weather conditions on the network.

K1 K2 K7 K8 K12 K13 K14 K21 K27

S1 S2 S7 S8 S15 S16 S21

B1 B2 B5 B6

Duty 8 Ensure that defensive driving is practised throughout every journey, championing good driving practice and being an ambassador for the company.

K3 K4 K7 K8 K12 K13 K14 K26 K27

S1 S2 S7 S8 S21

B1 B2 B5

Duty 9 Report external factors which may occur, preventing the delay or completion of planned journeys.

K8 K12 K13 K16 K17 K21 K31

S7 S9 S11 S17

B1 B5

Duty 10 Comply with required legislation and company procedures when picking up and dropping off customers at stops and stations.

K1 K2 K3 K6 K19 K22

S1 S2 S7 S8 S12 S14 S21

B1 B3 B5 B6

Duty 11 Ensure when parking or stabling the company vehicle that it is safe, secure and legal to do so.

K1 K3 K7 K19 K22 K23 K24

S1 S7 S18 S21

B1 B2 B5

Duty 12 Follow company procedures when communicating with customers to ensure that they are respected and made to feel welcome supporting equity, diversity, and inclusivity.

K2 K6 K15 K16 K17 K18 K20 K26 K28 K29

S2 S9 S10 S11 S12 S13 S21

B1 B3 B5 B6

Duty 13 Provide assistance for customers who may need additional support, for example: elderly, disabled, parents with buggies, young or vulnerable people.

K4 K6 K16 K18 K22 K26 K28 K29

S9 S11 S12 S13 S14 S21

B1 B3 B5 B6

Duty 14 Process transactions, tickets, and passes and checking documents where appropriate.

K5 K7 K18 K20 K25 K27 K28

S11 S13 S17

B3 B5 B6

Duty 15 Ensure the cleanliness of the vehicle is maintained to company standards during duties.

K1 K2 K4 K6 K10 K23 K24 K25 K26 K32

S2 S5 S6 S7 S16

B1 B2 B3 B4 B5 B6

Duty 16 Comply with the company dress code, promote, enhance and uphold the company image through appearance, behaviour and professionalism.

K2 K4 K6 K26

S2 S11 S13 S21

B1 B3 B4 B5

Option duties

Bus and coach driver duties

Duty KSBs

Duty 17 Drive a bus or coach in accordance with legal requirements and company procedures.

K33

S22

Tram Driver duties

Duty KSBs

Duty 18 Drive a tram in accordance with legal requirements, and company procedures.

K34

S23

KSBs

Knowledge

K1: Associated regulations and legislation that impact the sector and its safe operation. Back to Duty

K2: Associated company policy and procedure that impact the sector and its safe operation. Back to Duty

K3: Methods to ensure safe working, risk assessments, method statements and safe systems of work. Back to Duty

K4: Company standards for health and safety and vehicle cleanliness and the processes for maintaining standards throughout the service. Back to Duty

K5: Funding and financing arrangements of undertakings and the range of services available. For example, regulated service, private hire, charter hire and fare collection. Back to Duty

K6: Customer's needs, rights and expectations. Back to Duty

K7: Vehicle types, features, systems, equipment and new and evolving technologies. Back to Duty

K8: Route hazards, and the different conditions and restrictions that may occur when driving. Back to Duty

K9: Vehicle signage and legal lettering and where and why it should be displayed. Back to Duty

K10: Principles of pre-service vehicle checks, tests and preparation. Back to Duty

K11: Techniques to locate and access the vehicle. Back to Duty

K12: The responsibilities and actions required of the driver to ensure delays are minimised. Back to Duty

K13: Principles and techniques of defensive driving. Back to Duty

K14: Principles and techniques for driving efficiently to maximise sustainability, environmental and economic benefits. Back to Duty

K15: Destination displays: how to use them and impact on customers, drivers and operator. Back to Duty

K16: Principles of and considerations for managing incidents and emergencies. Back to Duty

K17: Principles and considerations for managing conflict and inappropriate behaviours. Back to Duty

K18: Route planning: sourcing and interpreting information, timing, customer onboard services Back to Duty

K19: Procedures for making scheduled stops. Back to Duty

K20: Principles of collecting and protecting revenues. Back to Duty

K21: Principles for monitoring and responding to instrumentation, signals and instructions. Back to Duty

K22: Principles of assisting customers embark and disembark the vehicle. Back to Duty

K23: End of duty process for signing off the vehicle, securing and immobilising. Back to Duty

K24: Company's depot procedures for vehicle cleaning, washing and replenishing levels. Back to Duty

K25: End of service reporting requirements. Back to Duty

K26: The organisation's customer charter and company standards of customer service. Back to Duty

K27: Data terms, types, and sources. For example: tachographs, data recording, ticketing equipment, contact technology. Back to Duty

K28: Verbal and written communication techniques. Back to Duty

K29: Principles of communicating with customers, using automated, verbal or other methods regarding delays and interruptions to the service and timing. Back to Duty

K30: Principles of diagnosing vehicle faults and failures and rectifying issues within limits of own authority.  Back to Duty

K31: Principles and techniques for preparing and submit documents, reports and logs containing performance, incident and technical information. Back to Duty

K32: Principles of safeguard lost property. Back to Duty

K33: Principles of driving a bus or coach. Back to Duty

K34: Principles of driving a tram. Back to Duty

Skills

S1: Apply safe working practices and comply with current passenger carrying vehicles (PCV) driving regulations and legislation. Back to Duty

S2: Comply with current company policies and procedures.  Back to Duty

S3: Locate and access the vehicle. Back to Duty

S4: Conduct pre-service route planning. Back to Duty

S5: Pre-service vehicle checks, tests and documentation. Back to Duty

S6: Check and maintain cleanliness of the vehicle. Back to Duty

S7: Drive the vehicle applying defensive driving techniques, with consideration of efficiency for sustainability, environmental and economic factors. Back to Duty

S8: Follow procedures to maximise punctuality of service. Back to Duty

S9: Communicate with customers using automated, verbal or other methods regarding delays and interruptions to the service and timing. Back to Duty

S10: Uses destination displays and signage. Back to Duty

S11: Communicates with colleagues, internal and external stakeholders to supports the general operation of services. Back to Duty

S12: Provide assistance for customers to safely embark and disembark the vehicle Back to Duty

S13: Manage customer queries and complaints. Back to Duty

S14: Make scheduled stops on route. Back to Duty

S15: Monitor and respond to instrumentation, signals and instructions. Back to Duty

S16: Identify and diagnose vehicle faults and failures to rectify issues within limits of own authority. Back to Duty

S17: Prepare and submit documents, reports and logs containing performance, incident and technical information. Back to Duty

S18: Changeover the vehicle or take a vehicle out of service. Back to Duty

S19: Pass the responsibility to the control of others. Back to Duty

S20: Record task information (text or data) - paper based or electronic.  Back to Duty

S21: Identify, carry out and record industry related continuing professional development (CPD) activities. Back to Duty

S22: Drive a bus or coach Back to Duty

S23: Drive a tram. Back to Duty

Behaviours

B1: Prioritise health, safety and wellbeing. Back to Duty

B2: Considers the environment and sustainability. Back to Duty

B3: Contributes to equity, diversity, and inclusivity in the workplace. Back to Duty

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

B5: Prioritise customer needs. Back to Duty

B6: Takes ownership of work, performance, and training, committing to organisational and self-improvement. 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.

Other mandatory qualifications

option 1 bus and coach driver: UK driving licence Category D and Driver CPC

Level: 2

option 2 tram driver: UK driving licence Category B

Level: 2

Regulated standard

This is a regulated occupation.

Regulator body:

Driver and Vehicle Standards Agency

Training Provider does not require approval by regulator body

EPAO does not require approval by regulator body

Print EPA plan

End-point assessment plan

V1.2

Introduction and overview

This document explains the requirements for end-point assessment (EPA) for the passenger transport driver - bus and coach or tram apprenticeship. End-point assessment organisations (EPAOs) must follow this when designing and delivering the EPA.

Passenger transport driver - bus and coach or tram apprentices, their employers and training providers should read this document.

This is a core and options apprenticeship. The options are:

  • Bus and coach driver
  • Tram Driver

For option 1, a bus and coach driver apprentice must be trained and assessed against the core content and option 1: bus and coach driver content.

For option 2, a tram driver must be trained and assessed against the core content and the option 2: tram driver content.

A full-time passenger transport driver - bus and coach or tram 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 select an approved EPAO from the apprenticeship provider and assessment register (APAR).

This EPA has 3 assessment methods.

The grades available for each assessment method are below.

Assessment method 1 - multiple choice test:

  • fail
  • pass

Assessment method 2 - practical assessment with questions:

  • fail
  • pass

Assessment method 3 - interview underpinned by a portfolio:

  • fail
  • pass
  • distinction

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

  • fail
  • pass
  • 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

The qualification required is:

option 1 bus and coach driver: UK driving licence Category D and Driver CPC

option 2 tram driver: UK driving licence Category B

End-point assessment gateway

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

The apprentice must:

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

  • have passed:
  • For the interview underpinned by a portfolio, the apprentice must submit a portfolio of evidence.

    The apprentice must submit the gateway evidence to their EPAO, including 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

    Multiple choice test:

    • fail

    • pass

    Practical assessment with questions:

    • fail

    • pass

    Interview underpinned by a portfolio:

    • fail

    • pass

    • distinction

    Overall EPA and apprenticeship can be graded:

      • fail
      • pass
      • distinction

    Duration of end-point assessment period

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

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

    EPA gateway

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

    • have passed option 1 bus and coach driver: UK driving licence Category D and Driver CPC

    • have passed option 2 tram driver: UK driving licence Category B

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

    Portfolio of evidence requirements:

    The apprentice must compile a portfolio of evidence during the on-programme period of the apprenticeship. It should only contain evidence related to the KSBs that will be assessed by this assessment method. It will typically contain 6 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 20 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 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 test

    Overview

    In the multiple choice 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 can assess knowledge
    • it has potentially high reliability and validity
    • it is easy to administer
    • it can be conducted remotely and administered to multiple apprentices at the same time, potentially reducing cost.

    Delivery


    The multiple choice 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 must be computer based.

    The test will consist of 25 multiple-choice questions.

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

    The apprentice must be given at least 2 weeks’ notice of the date and time of the test.

    Test administration

    The apprentice must have 45 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 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. The EPAO must ensure standardisation and moderation of tests with written answers.

    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 could 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:

    • 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

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

    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. 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, which can be demonstrated through completing tasks
    • it allows for consistency of opportunity for apprentices to demonstrate their competence against the mapped KSBs
    • it assesses KSBs holistically and objectively
    • it is a valid assessment because it involves direct testing under controlled conditions.

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

    The EPAO must give an apprentice 2 weeks' notice of the . practical assessment with questions

    • For option 1: bus and coach driver, the practical assessment with questions must take 45 minutes to assess the core KSBs.
    • For option 2: tram driver, the practical assessment with questions must take 45 minutes to assess the core KSB's and 20 minutes to assess the driving a tram KSB's giving a total duration of 65 minutes.

    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 days. A working day is typically considered to be 7.5 hours long. The reason for this split is to allow for the assessing of option 2, driving a tram to be carried out at different locations or different days if required.

    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 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:

    • Core - 45 minutes
      • pre-service checks
      • destination display and signage activity
      • end of service activity

    • Option 1: bus and coach driver - 0 minutes
      • driving a bus or coach - evidenced at gateway by holding a valid UK driving licence category D and Driver CPC.

    • Option 2: tram driver - 20 minutes
      • driving a tram - evidenced by practical observation as the UK driving license category B omits tram driving.

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

    The independent assessor must ask questions.

    The purpose of the questions is:

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

    Questioning can occur both during and after the practical assessment. 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.

    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.

    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

    Assessment location

    The practical assessment with questions assessing the core content must take place in a simulated environment selected by the EPAO for example, the EPAO’s or employer’s premises. The simulated environment must relate to the apprentice’s natural work environment.

    Assessment of option 2, driving a tram may take place in either a simulated environment or the apprentices 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 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 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 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

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

    Interview underpinned by a portfolio

    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 tests KSBs holistically and objectively
    • it is a valid assessment involving direct testing under controlled conditions
    • it allows for the assessment of KSB's that do not occur on a predicable or regular basis
    • it allows for testing of responses where there are a range of potential answers
    • it can be conducted remotely, potentially reducing cost
    • assessment instruments can be developed quickly

    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.

    • regulations, legislation, policy and procedure
    • funding and finance
    • technology and information
    • driving
    • end of service
    • communication
    • customer experience
    • fault finding and solutions
    • 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 9 questions. The independent assessor must use the questions from the EPAO’s question bank or create their own questions in line with the EPAO’s training. Follow-up questions are allowed where clarification is required.

    The independent assessor must make the grading decision.

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

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

    Assessment location

    The 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 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 interview underpinned by a portfolio:

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

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

    Grading

    Practical assessment with questions

    Theme
    KSBs
    Pass
    Apprentices must demonstrate all of the pass descriptors and their option
    (Core) Pre-Service Checks
    K3 K7 K10 K11 K18 S3 S4 S5

    Locates and accesses the vehicle in line with risk assessments, method statements and safe systems of work. (K3, K11, S3)

    Describes the vehicle types, features, systems and requirements that may be used and explains new and evolving technologies. (K7)

    Completes pre-service vehicle checks, tests and documentation in line with company policy and procedures. (K10, S5)

    Conducts pre-service route planning to meet service requirements. Sources and interprets pre-service route planning information to determine timings to the route and considers customer onboard services. (K18, S4)

    (Core) Displays and signage
    K15 S10

    Uses destination displays and signage within the vehicle to meet service requirements considering their impact on customers, driver and operator. (K15, S10)

    (Core) End of Service
    K23 K25 S18 S19

    Finalises end of duty processes to pass control to others, secures and immobilises the vehicle for change over or taking out of service, and completes the required reporting requirements in line with company policy and procedures. (K23, K25, S18, S19) 

    (Bus and coach driver) Drive a bus or coach
    K33 S22

    Meets the gateway requirements of holding a valid UK Category D licence and Driver CPC. (K33, S22)

    (Tram) Driving a tram
    K34 S23

    Drives a tram in line with PCV regulations and company policy and procedures. (K34, S23)

    Interview underpinned by a portfolio

    Theme
    KSBs
    Pass
    Apprentices must demonstrate all of the pass descriptors
    Distinction
    Apprentices must demonstrate all of the pass descriptors and all of the distinction descriptors
    (Core) Regulations, legislation, policy and procedure
    K2 S1 S2 B1

    Explains how they apply safe working practices and comply with PCV driving regulations and legislation and current company policies and procedures to prioritise health, safety and wellbeing undertaking their role. (K2, S1, S2, B1)

    None

    (Core) Funding and finance
    K5

    Describes funding and financing arrangements for undertakings within their sector and explains the range of services available. (K5)

     

     

     

     

    None

    (Core) Technology and information
    K27 K31 S17 S20

    Describes how they record task information, text or data, on paper based or electronic format, in line with company policy and procedures. (K27, S20)

    Describes how they prepare and submit documents, reports and logs containing performance, incident and technical information, in line with company policy. (K31, S17)

    None

    (Core) Driving
    K8 K12 K13 K14 K19 K21 S7 S8 S14 S15 B2

    Outlines possible route hazards and any conditions and restrictions which might be encountered when driving (K8) 

    Explains how they follow company procedures to minimise delays and maximise punctuality of service. (K12, S8) 

    Explains how they apply defensive driving techniques and consider efficiency to maximise sustainability, environmental and economic benefits. (K13, K14, S7, B2) 

    Explains how they make scheduled stops on route in line with PCV regulations and company policy. (K19, S14) 

    Describes how they monitor and respond to instrumentation, signals and instructions in line with PCV regulations and company policy. (K21, S15) 

    Explains how maximising service punctuality impacts the company. (K12, S8)

    Explains the impact their defensive driving has on the company. (K13, K14, S7, B2)

    Justifies the need to monitor and respond to instrumentation, signals and instructions. (K21, S15)

     

    (Core) End of service
    K4 K24 S6

    Explains how they check and maintain cleanliness and comfort of the vehicle in line with the company's standards and processes for maintaining health, safety and vehicle cleanliness throughout service. (K4, S6)

    Explains the company depot procedures for cleaning, washing and replenishing requirements. (K24)

    Describes the impact they make on the business and service when following company standards for health and safety and vehicle cleanliness. (K4, S6)

    (Core) Communication
    K28 K29 S9 S11 B4

    Describes how they support the general operation of services by communicating with colleagues and internal or external stakeholders using verbal and written methods and being team focused to meet work goals. (K28, S11, B4) 

    Describes how they communicate with customers regarding delays and interruptions to service and timings using automated, verbal or other methods in line with company procedures. (K29, S9) 

     

    Explains the benefits for individuals and the organisation of communicating in a way which meets the needs of the audience. (K28, S11)

    Explains the benefit to customers and the company of communicating delays and interruptions to service and timings. (K29, S9)

    (Core) Customer experience
    K22 K26 S12 S13 B3 B5

    Explains how they provide assistance for customers to safely embark and disembark the vehicle to prioritising customer needs and contribute to equity, diversity and inclusion in the workplace. (K22, S12, B3, B5)

    Explains how they manage customer queries and complaints in line with the organisation's customer charter and expectations for customer service. (K26, S13)

     

     

    Justifies the needs to provide assistance for customers to safely embark and disembark the vehicle. (K22, S12, B3, B5)

    Explains the value of managing customer queries and complaints to the company. (K26, S13)

    (Core) Fault finding and solutions
    K30 S16

    Describes how they identify and diagnose faults and failures to rectify issues within the vehicle in line with their limits of authority. (K30, S16)

     

    None

    (Core) Continuing professional development (CPD)
    S21 B6

    Describes how they take ownership of their work, performance and training and commit to organisational and self-improvement through identifying, carrying out and recording industry related CPD. (S21, B6)

    None

    Overall EPA grading

    Performance in the EPA determines the overall grade of:

    • fail

    • pass

    • distinction

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

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

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

    To achieve an overall pass, the apprentice must achieve at least a pass in all the assessment methods. To achieve an overall distinction the apprentice must achieve a pass in the multiple choice test, a distinction within the interview and a pass within the practical.

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

    Multiple choice test Practical assessment with questions Interview underpinned by a portfolio Overall Grading
    Fail Fail Fail Fail
    Pass Fail Fail Fail
    Fail Fail Any grade Fail
    Pass Pass Fail Fail
    Pass Fail Pass Fail
    Fail Pass Any grade Fail
    Pass Fail Distinction Fail
    Pass Pass Pass Pass
    Pass Pass Distinction Distinction

    Re-sits and re-takes

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

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

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

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

    The apprentice will get a maximum EPA grade of pass for a re-sit or re-take, 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 EPAO and training provider
    • 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 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
    • 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:

    • have recent relevant experience of the occupation or sector to at least occupational level 2 gained in the last 3 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
    • assessing multiple apprentices simultaneously where the assessment method permits this
    • using the employer’s premises
    • conducting assessment methods on the same day

    Professional recognition

    This apprenticeship is not aligned to professional recognition.

    KSB mapping table

    Knowledge Assessment methods
    K1: Core.

    Associated regulations and legislation that impact the sector and its safe operation.

    Back to Grading
    Multiple choice test
    K2: Core.

    Associated company policy and procedure that impact the sector and its safe operation.

    Back to Grading
    Interview underpinned by a portfolio
    K3: Core.

    Methods to ensure safe working, risk assessments, method statements and safe systems of work.

    Back to Grading
    Practical assessment with questions
    K4: Core.

    Company standards for health and safety and vehicle cleanliness and the processes for maintaining standards throughout the service.

    Back to Grading
    Interview underpinned by a portfolio
    K5: Core.

    Funding and financing arrangements of undertakings and the range of services available. For example, regulated service, private hire, charter hire and fare collection.

    Back to Grading
    Interview underpinned by a portfolio
    K6: Core.

    Customer's needs, rights and expectations.

    Back to Grading
    Multiple choice test
    K7: Core.

    Vehicle types, features, systems, equipment and new and evolving technologies.

    Back to Grading
    Practical assessment with questions
    K8: Core.

    Route hazards, and the different conditions and restrictions that may occur when driving.

    Back to Grading
    Interview underpinned by a portfolio
    K9: Core.

    Vehicle signage and legal lettering and where and why it should be displayed.

    Back to Grading
    Multiple choice test
    K10: Core.

    Principles of pre-service vehicle checks, tests and preparation.

    Back to Grading
    Practical assessment with questions
    K11: Core.

    Techniques to locate and access the vehicle.

    Back to Grading
    Practical assessment with questions
    K12: Core.

    The responsibilities and actions required of the driver to ensure delays are minimised.

    Back to Grading
    Interview underpinned by a portfolio
    K13: Core.

    Principles and techniques of defensive driving.

    Back to Grading
    Interview underpinned by a portfolio
    K14: Core.

    Principles and techniques for driving efficiently to maximise sustainability, environmental and economic benefits.

    Back to Grading
    Interview underpinned by a portfolio
    K15: Core.

    Destination displays: how to use them and impact on customers, drivers and operator.

    Back to Grading
    Practical assessment with questions
    K16: Core.

    Principles of and considerations for managing incidents and emergencies.

    Back to Grading
    Multiple choice test
    K17: Core.

    Principles and considerations for managing conflict and inappropriate behaviours.

    Back to Grading
    Multiple choice test
    K18: Core.

    Route planning: sourcing and interpreting information, timing, customer onboard services

    Back to Grading
    Practical assessment with questions
    K19: Core.

    Procedures for making scheduled stops.

    Back to Grading
    Interview underpinned by a portfolio
    K20: Core.

    Principles of collecting and protecting revenues.

    Back to Grading
    Multiple choice test
    K21: Core.

    Principles for monitoring and responding to instrumentation, signals and instructions.

    Back to Grading
    Interview underpinned by a portfolio
    K22: Core.

    Principles of assisting customers embark and disembark the vehicle.

    Back to Grading
    Interview underpinned by a portfolio
    K23: Core.

    End of duty process for signing off the vehicle, securing and immobilising.

    Back to Grading
    Practical assessment with questions
    K24: Core.

    Company's depot procedures for vehicle cleaning, washing and replenishing levels.

    Back to Grading
    Interview underpinned by a portfolio
    K25: Core.

    End of service reporting requirements.

    Back to Grading
    Practical assessment with questions
    K26: Core.

    The organisation's customer charter and company standards of customer service.

    Back to Grading
    Interview underpinned by a portfolio
    K27: Core.

    Data terms, types, and sources. For example: tachographs, data recording, ticketing equipment, contact technology.

    Back to Grading
    Interview underpinned by a portfolio
    K28: Core.

    Verbal and written communication techniques.

    Back to Grading
    Interview underpinned by a portfolio
    K29: Core.

    Principles of communicating with customers, using automated, verbal or other methods regarding delays and interruptions to the service and timing.

    Back to Grading
    Interview underpinned by a portfolio
    K30: Core.

    Principles of diagnosing vehicle faults and failures and rectifying issues within limits of own authority. 

    Back to Grading
    Interview underpinned by a portfolio
    K31: Core.

    Principles and techniques for preparing and submit documents, reports and logs containing performance, incident and technical information.

    Back to Grading
    Interview underpinned by a portfolio
    K32: Core.

    Principles of safeguard lost property.

    Back to Grading
    Multiple choice test
    K33: Bus and coach driver.

    Principles of driving a bus or coach.

    Back to Grading
    Practical assessment with questions
    K34: Tram Driver.

    Principles of driving a tram.

    Back to Grading
    Practical assessment with questions
    Skill Assessment methods
    S1: Core.

    Apply safe working practices and comply with current passenger carrying vehicles (PCV) driving regulations and legislation.

    Back to Grading
    Interview underpinned by a portfolio
    S2: Core.

    Comply with current company policies and procedures. 

    Back to Grading
    Interview underpinned by a portfolio
    S3: Core.

    Locate and access the vehicle.

    Back to Grading
    Practical assessment with questions
    S4: Core.

    Conduct pre-service route planning.

    Back to Grading
    Practical assessment with questions
    S5: Core.

    Pre-service vehicle checks, tests and documentation.

    Back to Grading
    Practical assessment with questions
    S6: Core.

    Check and maintain cleanliness of the vehicle.

    Back to Grading
    Interview underpinned by a portfolio
    S7: Core.

    Drive the vehicle applying defensive driving techniques, with consideration of efficiency for sustainability, environmental and economic factors.

    Back to Grading
    Interview underpinned by a portfolio
    S8: Core.

    Follow procedures to maximise punctuality of service.

    Back to Grading
    Interview underpinned by a portfolio
    S9: Core.

    Communicate with customers using automated, verbal or other methods regarding delays and interruptions to the service and timing.

    Back to Grading
    Interview underpinned by a portfolio
    S10: Core.

    Uses destination displays and signage.

    Back to Grading
    Practical assessment with questions
    S11: Core.

    Communicates with colleagues, internal and external stakeholders to supports the general operation of services.

    Back to Grading
    Interview underpinned by a portfolio
    S12: Core.

    Provide assistance for customers to safely embark and disembark the vehicle

    Back to Grading
    Interview underpinned by a portfolio
    S13: Core.

    Manage customer queries and complaints.

    Back to Grading
    Interview underpinned by a portfolio
    S14: Core.

    Make scheduled stops on route.

    Back to Grading
    Interview underpinned by a portfolio
    S15: Core.

    Monitor and respond to instrumentation, signals and instructions.

    Back to Grading
    Interview underpinned by a portfolio
    S16: Core.

    Identify and diagnose vehicle faults and failures to rectify issues within limits of own authority.

    Back to Grading
    Interview underpinned by a portfolio
    S17: Core.

    Prepare and submit documents, reports and logs containing performance, incident and technical information.

    Back to Grading
    Interview underpinned by a portfolio
    S18: Core.

    Changeover the vehicle or take a vehicle out of service.

    Back to Grading
    Practical assessment with questions
    S19: Core.

    Pass the responsibility to the control of others.

    Back to Grading
    Practical assessment with questions
    S20: Core.

    Record task information (text or data) - paper based or electronic. 

    Back to Grading
    Interview underpinned by a portfolio
    S21: Core.

    Identify, carry out and record industry related continuing professional development (CPD) activities.

    Back to Grading
    Interview underpinned by a portfolio
    S22: Bus and coach driver.

    Drive a bus or coach

    Back to Grading
    Practical assessment with questions
    S23: Tram Driver.

    Drive a tram.

    Back to Grading
    Practical assessment with questions
    Behaviour Assessment methods
    B1: Core.

    Prioritise health, safety and wellbeing.

    Back to Grading
    Interview underpinned by a portfolio
    B2: Core.

    Considers the environment and sustainability.

    Back to Grading
    Interview underpinned by a portfolio
    B3: Core.

    Contributes to equity, diversity, and inclusivity in the workplace.

    Back to Grading
    Interview underpinned by a portfolio
    B4: Core.

    Team-focus to meet work goals.

    Back to Grading
    Interview underpinned by a portfolio
    B5: Core.

    Prioritise customer needs.

    Back to Grading
    Interview underpinned by a portfolio
    B6: Core.

    Takes ownership of work, performance, and training, committing to organisational and self-improvement.

    Back to Grading
    Interview underpinned by a portfolio

    Mapping of KSBs to grade themes

    Multiple choice test

    KSBS GROUPED BY THEME Knowledge Skills Behaviour

    Practical assessment with questions

    KSBS GROUPED BY THEME Knowledge Skills Behaviour
    (Core) Pre-Service Checks
    K3 K7 K10 K11 K18
    S3 S4 S5

    Methods to ensure safe working, risk assessments, method statements and safe systems of work. (K3)

    Vehicle types, features, systems, equipment and new and evolving technologies. (K7)

    Principles of pre-service vehicle checks, tests and preparation. (K10)

    Techniques to locate and access the vehicle. (K11)

    Route planning: sourcing and interpreting information, timing, customer onboard services (K18)

    Locate and access the vehicle. (S3)

    Conduct pre-service route planning. (S4)

    Pre-service vehicle checks, tests and documentation. (S5)

    None

    (Core) Displays and signage
    K15
    S10

    Destination displays: how to use them and impact on customers, drivers and operator. (K15)

    Uses destination displays and signage. (S10)

    None

    (Core) End of Service
    K23 K25
    S18 S19

    End of duty process for signing off the vehicle, securing and immobilising. (K23)

    End of service reporting requirements. (K25)

    Changeover the vehicle or take a vehicle out of service. (S18)

    Pass the responsibility to the control of others. (S19)

    None

    (Bus and coach driver) Drive a bus or coach
    K33
    S22

    Principles of driving a bus or coach. (K33)

    Drive a bus or coach (S22)

    None

    (Tram) Driving a tram
    K34
    S23

    Principles of driving a tram. (K34)

    Drive a tram. (S23)

    None

    Interview underpinned by a portfolio

    KSBS GROUPED BY THEME Knowledge Skills Behaviour
    (Core) Regulations, legislation, policy and procedure
    K2
    S1 S2
    B1

    Associated company policy and procedure that impact the sector and its safe operation. (K2)

    Apply safe working practices and comply with current passenger carrying vehicles (PCV) driving regulations and legislation. (S1)

    Comply with current company policies and procedures.  (S2)

    Prioritise health, safety and wellbeing. (B1)

    (Core) Funding and finance
    K5

    Funding and financing arrangements of undertakings and the range of services available. For example, regulated service, private hire, charter hire and fare collection. (K5)

    None

    None

    (Core) Technology and information
    K27 K31
    S17 S20

    Data terms, types, and sources. For example: tachographs, data recording, ticketing equipment, contact technology. (K27)

    Principles and techniques for preparing and submit documents, reports and logs containing performance, incident and technical information. (K31)

    Prepare and submit documents, reports and logs containing performance, incident and technical information. (S17)

    Record task information (text or data) - paper based or electronic.  (S20)

    None

    (Core) Driving
    K8 K12 K13 K14 K19 K21
    S7 S8 S14 S15
    B2

    Route hazards, and the different conditions and restrictions that may occur when driving. (K8)

    The responsibilities and actions required of the driver to ensure delays are minimised. (K12)

    Principles and techniques of defensive driving. (K13)

    Principles and techniques for driving efficiently to maximise sustainability, environmental and economic benefits. (K14)

    Procedures for making scheduled stops. (K19)

    Principles for monitoring and responding to instrumentation, signals and instructions. (K21)

    Drive the vehicle applying defensive driving techniques, with consideration of efficiency for sustainability, environmental and economic factors. (S7)

    Follow procedures to maximise punctuality of service. (S8)

    Make scheduled stops on route. (S14)

    Monitor and respond to instrumentation, signals and instructions. (S15)

    Considers the environment and sustainability. (B2)

    (Core) End of service
    K4 K24
    S6

    Company standards for health and safety and vehicle cleanliness and the processes for maintaining standards throughout the service. (K4)

    Company's depot procedures for vehicle cleaning, washing and replenishing levels. (K24)

    Check and maintain cleanliness of the vehicle. (S6)

    None

    (Core) Communication
    K28 K29
    S9 S11
    B4

    Verbal and written communication techniques. (K28)

    Principles of communicating with customers, using automated, verbal or other methods regarding delays and interruptions to the service and timing. (K29)

    Communicate with customers using automated, verbal or other methods regarding delays and interruptions to the service and timing. (S9)

    Communicates with colleagues, internal and external stakeholders to supports the general operation of services. (S11)

    Team-focus to meet work goals. (B4)

    (Core) Customer experience
    K22 K26
    S12 S13
    B3 B5

    Principles of assisting customers embark and disembark the vehicle. (K22)

    The organisation's customer charter and company standards of customer service. (K26)

    Provide assistance for customers to safely embark and disembark the vehicle (S12)

    Manage customer queries and complaints. (S13)

    Contributes to equity, diversity, and inclusivity in the workplace. (B3)

    Prioritise customer needs. (B5)

    (Core) Fault finding and solutions
    K30
    S16

    Principles of diagnosing vehicle faults and failures and rectifying issues within limits of own authority.  (K30)

    Identify and diagnose vehicle faults and failures to rectify issues within limits of own authority. (S16)

    None

    (Core) Continuing professional development (CPD)

    S21
    B6

    None

    Identify, carry out and record industry related continuing professional development (CPD) activities. (S21)

    Takes ownership of work, performance, and training, committing to organisational and self-improvement. (B6)

    Employers involved in creating the standard: Confederation of Passenger Transport, Go-Ahead Group, Go-Ahead London, KeolisAmey Metrolink , Nottingham Trams, Pulham and Sons Coaches Ltd, Sheffield Supertram, Stagecoach, Tram Operations Ltd, UK Tram, West Midlands Metro

    Version log

    Version Change detail Earliest start date Latest start date Latest end date
    1.2 Occupational standard, end-point assessment plan and funding band revised. 30/11/2023 Not set Not set
    1.1 Standard and end-point assessment plan revised 07/08/2018 29/11/2023 Not set
    1.0 Retired 17/08/2017 06/08/2018 Not set

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