Key information

  1. Status: Approved for delivery
  2. Reference: ST1320
  3. Version: 1.0
  4. Level: 4
  5. Typical duration to gateway: 24 months
  6. Typical EPA period: 5 months
  7. Maximum funding: £11000
  8. Route: Agriculture, environmental and animal care
  9. Date updated: 07/02/2024
  10. Approved for delivery: 29 August 2023
  11. Lars code: 726
  12. EQA provider: Ofqual
  13. Review: this apprenticeship will be reviewed in accordance with our change request policy.
Print apprenticeship summary

Apprenticeship summary

Overview of the role

Professionally operate and support the management of an agricultural or horticultural business such as a farm. 

Occupation summary

This occupation is found in the agriculture and horticulture sectors, specifically the area of agriculture that includes sheep, dairy, cattle, beef cattle, pigs, goats, poultry, arable field based vegetables or energy crops.  In horticulture it is recommended for those working in extensive horticultural field crops.  Assistant farm managers tend to work in sectors such as dairy, beef and sheep, arable, pigs and poultry or can work at a business which may cut across multiple sectors.  An assistant farm manager may work in any size farm business as employed labour whose intention will be to progress (through succession planning) to farm management either employed or running their own business, in the future. Titles in this job sector vary and it would be appropriate to a range of farm or horticultural site management positions

 


The broad purpose of the occupation is to professionally operate and support the management of an agricultural or horticultural business such as a farm.  They will assist in the management at every stage, from the beginning of the product life cycle with the primary resource (seed for crops or breeding for livestock), during the production of the livestock or crops and through to either farm gate sale or direct supply to the consumer.  They will consider human, plant and animal health and welfare standards, and environmental priorities.  Assistant farm managers are primarily responsible for the day-to-day management of a farm enterprise or enterprises to achieve productivity and environmental business objectives, industry benchmarks and KPIs.  They will understand financial performance and control within the enterprise.  Record keeping, data collection, data analysis and effective action planning will be key duties.  They will manage people within their influence, which could include a small number of farm staff.  They will also contribute to staff and personnel management, including appraisals, continuous professional development and updating of industry knowledge.  Assistant farm managers would require relevant knowledge into current and future technologies, innovation and sustainability as this area will become a key focus in the future, such as precision farming and machinery operations.  Assistant farm managers also have responsibility for the day-to-day management requirements of supply chain contract requirements/protocols, farm assurance, carbon audits and legislation and industry standards for soil and management.  

 In their daily work, an employee in this occupation interacts with and reports to the farm manager or general manager and collaborates with staff and external customers from deliveries of supplies, auditors, and private consumers (depending on the business).  They will also deal directly with agronomists, vets, nutritionists, consultants, machinery engineers and sales personnel.  They may interact and negotiate with suppliers. 

 

 

An employee in this occupation will be responsible for

  • Organising their own work schedule and people within their influence, including any staff they line manage.
  • Working with the farm manager or owner on the physical and financial performance of the enterprise.
  • Utilising technology and associated data management to improve enterprise performance.
  • Implementing and reviewing risk assessments, COSHH assessments and accident reporting / monitoring in line with the farm’s Health and Safety Policy and relevant H&S legislation.
  • The day-to-day efficiency of energy utilisation, pollution prevention, waste minimisation and greenhouse gas (GHG reductions) in line with the farm’s environmental policy and environmental legislation.
  • The compliance of supply chain contracts / market requirements, farm assurance schemes, relevant codes of practice and relevant farm enterprise legislation.
  • The routine maintenance of farm machinery, buildings, field drainage and field boundaries.
  • good communication and teamwork skills and demonstrate a professional approach in their work. 

Typical job titles include:

Agriculture enterprise manager Green leaf Assistant enterprise manager Green leaf Assistant estate/ s manager Green leaf Assistant farm manager Green leaf Assistant production manager Green leaf Production manager Green leaf Trainee farm manager Green leaf

Duties

  • Duty 1 Review performance of their area of responsibility within a farming enterprise to evaluate results and set plans for business, financial and production improvements that contribute to strategy and implementation on the ground in the day-to-day farming operations.
  • Duty 2 Create and implement soil management plans that focus on the balance between nutritional requirements for crop grasses, soil and environmental requirements, informed by relevant soil analysis data and working with others.
  • Duty 3 Develop and implement plans to manage organic by-product and inorganic waste produced by the business that adhere to legislative and environmental permitting requirements, as well as management of nitrate vulnerable zones.
  • Duty 4 Plan and implement farm business environmental operations that meet compliance and legal requirements, including environmental practices, emerging legislation, Net Zero, health and safety and and farm bi-product such as slurry/manure.
  • Duty 5 Implement scientific principles and good practice for relevant specialisms, e.g. livestock and/or crop (such as Welfare Codes, Biosecurity, COPs, 5 freedoms, Crop husbandry/Integrated Pest Management), that adhere to business crop and/or livestock health plan, and work with third parties to carry out recommendations.
  • Duty 6 Assist with the development of long-term farm business plans and working within strategic plans to improve the profitability of each enterprise (for example, but not limited to agriculture support payments linked to marketing plan, horizon scanning, policy, external environment updates and commercial contracts)
  • Duty 7 Interact and engage across the supply chain (e.g. genetics, feed) to produce products and or services to specification requirements that meets business and end-use and or consumer needs.
  • Duty 8 Assist with planning, utilisation, management and replacement of machinery and infrastructure, in line with business policy and ensuring Return on Investment. For example, tractor, harvesters, temperature-controlled rooms, or robotics
  • Duty 9 Use data analysis (for example, from dairy robots, yield mapping, soil analysis, livestock feed nutrient analysis, machine calibration) to produce recommendations for improving business efficiency.
  • Duty 10 Interpret basic farm financial records to benchmark against other farm businesses and set targets for improvement.
  • Duty 11 Manage people within their influence on a day-to-day basis, supporting own and others’ Continuing Professional Development and taking responsibility to develop own leadership skills to help motivate the team and external stakeholders for mutual benefit.
  • Duty 12 Manage communications with stakeholders that involve complex terminology (e.g. veterinary surgeons, agronomists, consultants), adapting communication method and style where relevant.
  • Duty 13 Maintain records in accordance with legal and industry audit requirements that allow facilitation and provision of evidence for compliance purposes. (For example but not restricted to farm assurance, rural payments agency, animal and plant health authority, trading standards etc)
  • Duty 14 Promote a positive health and safety and wellbeing culture within the organisation, managing risk and multiple complex (indoor working, outdoor working, lone workers machinery, live animals) work environments safely, physically and mentally, for self and others.
  • Duty 15 Assist in the evaluation of sources of financial capital investment, including suitability and risk.

Apprenticeship summary

ST1320, assistant farm manager level 4

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 24 months. The EPA period is typically 5 months.

The overall grades available for this apprenticeship are:

  • fail
  • pass
  • merit
  • 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 professional discussion underpinned by a portfolio, you must submit a portfolio of evidence

  • for the farm or horticultural site walk (underpinned by portfolio), you must submit a portfolio of evidence

  • passed any other qualifications listed in the occupational standard

For the assistant farm manager, the qualification required is:

Ofqual regulated Level 3 award in first aid at work (3-day course)

Lantra Awards Level 2 Award in Safe Use of Pesticides OR City & Guilds Level 2 Principles of safe handling and application of pesticides

Lantra Awards Level 2 Award in the Safe Application of Pesticide Using Hand Held Equipment OR City & Guilds Level 2 Award In The Safe Application of Pesticides Using Pedestrian Hand Held Equipment

Assessment methods

Project with business case

You will complete a project and write a business case. You will be asked to complete a project. The title and scope must be agreed with the EPAO at the gateway. The business case should be a maximum of 2500 words (with a 10% tolerance).

You will have 6 weeks to complete the project and submit the business case to the EPAO.

You will have a question and answer session with an independent assessor to discuss the project. It will last 30 minutes. They will ask at least 6 questions.

Professional discussion underpinned by a portfolio of evidence

You will have a professional discussion with an independent assessor. It will last 75 minutes. They will ask you at least 15 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.

Farm or horticultural site walk underpinned by a portfolio of evidence

You will have a professional discussion with an independent assessor. It will last 90 minutes. They will ask you at least 15 questions. The questions will be about certain aspects of your occupation. You need to compile a portfolio of evidence for the site walk before the EPA gateway. You can use it during the walk 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 agriculture and horticulture sectors, specifically the area of agriculture that includes sheep, dairy, cattle, beef cattle, pigs, goats, poultry, arable field based vegetables or energy crops.  In horticulture it is recommended for those working in extensive horticultural field crops.  Assistant farm managers tend to work in sectors such as dairy, beef and sheep, arable, pigs and poultry or can work at a business which may cut across multiple sectors.  An assistant farm manager may work in any size farm business as employed labour whose intention will be to progress (through succession planning) to farm management either employed or running their own business, in the future. Titles in this job sector vary and it would be appropriate to a range of farm or horticultural site management positions

 


The broad purpose of the occupation is to professionally operate and support the management of an agricultural or horticultural business such as a farm.  They will assist in the management at every stage, from the beginning of the product life cycle with the primary resource (seed for crops or breeding for livestock), during the production of the livestock or crops and through to either farm gate sale or direct supply to the consumer.  They will consider human, plant and animal health and welfare standards, and environmental priorities.  Assistant farm managers are primarily responsible for the day-to-day management of a farm enterprise or enterprises to achieve productivity and environmental business objectives, industry benchmarks and KPIs.  They will understand financial performance and control within the enterprise.  Record keeping, data collection, data analysis and effective action planning will be key duties.  They will manage people within their influence, which could include a small number of farm staff.  They will also contribute to staff and personnel management, including appraisals, continuous professional development and updating of industry knowledge.  Assistant farm managers would require relevant knowledge into current and future technologies, innovation and sustainability as this area will become a key focus in the future, such as precision farming and machinery operations.  Assistant farm managers also have responsibility for the day-to-day management requirements of supply chain contract requirements/protocols, farm assurance, carbon audits and legislation and industry standards for soil and management.  

 In their daily work, an employee in this occupation interacts with and reports to the farm manager or general manager and collaborates with staff and external customers from deliveries of supplies, auditors, and private consumers (depending on the business).  They will also deal directly with agronomists, vets, nutritionists, consultants, machinery engineers and sales personnel.  They may interact and negotiate with suppliers. 

 

 

An employee in this occupation will be responsible for

  • Organising their own work schedule and people within their influence, including any staff they line manage.
  • Working with the farm manager or owner on the physical and financial performance of the enterprise.
  • Utilising technology and associated data management to improve enterprise performance.
  • Implementing and reviewing risk assessments, COSHH assessments and accident reporting / monitoring in line with the farm’s Health and Safety Policy and relevant H&S legislation.
  • The day-to-day efficiency of energy utilisation, pollution prevention, waste minimisation and greenhouse gas (GHG reductions) in line with the farm’s environmental policy and environmental legislation.
  • The compliance of supply chain contracts / market requirements, farm assurance schemes, relevant codes of practice and relevant farm enterprise legislation.
  • The routine maintenance of farm machinery, buildings, field drainage and field boundaries.
  • good communication and teamwork skills and demonstrate a professional approach in their work. 

Typical job titles include:

Agriculture enterprise manager Green leaf Assistant enterprise manager Green leaf Assistant estate/ s manager Green leaf Assistant farm manager Green leaf Assistant production manager Green leaf Production manager Green leaf Trainee farm manager Green leaf

Occupation duties

Duty KSBs

Duty 1 Review performance of their area of responsibility within a farming enterprise to evaluate results and set plans for business, financial and production improvements that contribute to strategy and implementation on the ground in the day-to-day farming operations.

K13 K15 K16 K18

S8

B1

Duty 2 Create and implement soil management plans that focus on the balance between nutritional requirements for crop grasses, soil and environmental requirements, informed by relevant soil analysis data and working with others.

K2 K3

S2

Duty 3 Develop and implement plans to manage organic by-product and inorganic waste produced by the business that adhere to legislative and environmental permitting requirements, as well as management of nitrate vulnerable zones.

K8 K9 K18

S6

Duty 4 Plan and implement farm business environmental operations that meet compliance and legal requirements, including environmental practices, emerging legislation, Net Zero, health and safety and and farm bi-product such as slurry/manure.

K5 K6 K7

S4 S5

Duty 5 Implement scientific principles and good practice for relevant specialisms, e.g. livestock and/or crop (such as Welfare Codes, Biosecurity, COPs, 5 freedoms, Crop husbandry/Integrated Pest Management), that adhere to business crop and/or livestock health plan, and work with third parties to carry out recommendations.

K1 K4 K20

S1 S3 S19

Duty 6 Assist with the development of long-term farm business plans and working within strategic plans to improve the profitability of each enterprise (for example, but not limited to agriculture support payments linked to marketing plan, horizon scanning, policy, external environment updates and commercial contracts)

K14 K15 K16 K17

S8 S9

B1

Duty 7 Interact and engage across the supply chain (e.g. genetics, feed) to produce products and or services to specification requirements that meets business and end-use and or consumer needs.

K10 K11 K12

S7 S10

Duty 8 Assist with planning, utilisation, management and replacement of machinery and infrastructure, in line with business policy and ensuring Return on Investment. For example, tractor, harvesters, temperature-controlled rooms, or robotics

K21 K25

S13 S14

Duty 9 Use data analysis (for example, from dairy robots, yield mapping, soil analysis, livestock feed nutrient analysis, machine calibration) to produce recommendations for improving business efficiency.

K14 K15 K16 K17

S8 S9

B1

Duty 10 Interpret basic farm financial records to benchmark against other farm businesses and set targets for improvement.

K13 K14 K15 K16 K17

S8 S9

B1

Duty 11 Manage people within their influence on a day-to-day basis, supporting own and others’ Continuing Professional Development and taking responsibility to develop own leadership skills to help motivate the team and external stakeholders for mutual benefit.

K23

S16 S17

B3 B4 B5

Duty 12 Manage communications with stakeholders that involve complex terminology (e.g. veterinary surgeons, agronomists, consultants), adapting communication method and style where relevant.

K22

S15

Duty 13 Maintain records in accordance with legal and industry audit requirements that allow facilitation and provision of evidence for compliance purposes. (For example but not restricted to farm assurance, rural payments agency, animal and plant health authority, trading standards etc)

K24

S18

Duty 14 Promote a positive health and safety and wellbeing culture within the organisation, managing risk and multiple complex (indoor working, outdoor working, lone workers machinery, live animals) work environments safely, physically and mentally, for self and others.

K19

S11 S12

B2

Duty 15 Assist in the evaluation of sources of financial capital investment, including suitability and risk.

K13

KSBs

Knowledge

K1: Physiological principles underpinning a production system and the impacts of husbandry or agronomy activities and inputs. Back to Duty

K2: Importance of soil, types of soil and their impact on crop and husbandry decisions. Characteristics of poor and good soil structure, the impact of operations on soil and actions to improve structure. Soil fertility analysis data, and how to obtain and interpret it. Back to Duty

K3: Components of soil management plans and their purpose for managing soil health, nutrients, yields, runoff, erosion, flooding, soil carbon, external additives. Importance and principles of nutrient management guidance. Back to Duty

K4: Principles of managing plant or animal health, the importance and principles of biosecurity and how to comply with plant or animal health legislation. Back to Duty

K5: Main habitats found on production sites, how to obtain and interpret information on site biodiversity. Back to Duty

K6: Implications of environmental legislation and industry guidance for site management. Back to Duty

K7: Threats to production from climate change, the principles of sustainability and net zero targets. Back to Duty

K8: Techniques for optimising value of resources and by-products. Principles of the waste hierarchy (reduce, reuse, recycle). Back to Duty

K9: Legislative and environmental regulation for management of by-products, inorganic waste, hazardous waste, Nitrate Vulnerable Zones, water and air and implications of non-compliance. Back to Duty

K10: Components of a farm or enterprise supply chain, how they interact and the interdependence of the supply chain to ensure quality and quantity. Back to Duty

K11: Technical content quality measures or specification requirements for farm products, why this important to meet customer needs and or commercial contracts. Back to Duty

K12: Regulation, production standards and codes of practice for their area of work and the importance of compliance. Back to Duty

K13: Types of financial capital investment, sources of information and their suitability and risk. Back to Duty

K14: Types of production, financial and business data, uses and analysis. Back to Duty

K15: Factors impacting on the performance of farm or horticultural enterprises and techniques to set financial and production Key Performance Indicators, monitor and evaluate them. Back to Duty

K16: Components of strategic plans, business plans, operational plans and business cases. Their relationships and importance for improving enterprise performance and response to external factors for example environmental, political, social or financial Back to Duty

K17: Know where to find reliable sources of information on production practices and new technologies. Back to Duty

K18: Principles of online safety, confidentiality and protection of data. Back to Duty

K19: Health, safety and wellbeing legislation, codes of practice and their implications for site management. The main hazards, risks to health, welfare and wellbeing found on farms or horticultural sites and mitigation methods. The risk from zoonoses. Factors when dealing with public, visitors or children on site. Back to Duty

K20: Legislative requirements and codes of practice for use of chemicals, for example medicines or pesticides. Techniques for spraying chemicals or organic substances. Back to Duty

K21: Factors when planning the safe and efficient use of machinery, equipment and facilities including legislation, operator competence, new technologies, maintenance requirements, suitability for task and business policy. Back to Duty

K22: Methods and techniques for communicating with professional and non-professional audiences including use of digital methods. Back to Duty

K23: Principles of managing people including compliance with regulation, recruitment, performance management, informal training and appraisals. Back to Duty

K24: Purpose and types of farm or enterprise records including compliance, legal, health and safety, human resources, production, environmental, finance and industry audit requirements. Back to Duty

K25: Factors that influence decisions about machinery and infrastructure including return on investment. Back to Duty

Skills

S1: Apply physiological principles to identify interventions to enhance productivity and maintain unit health. Back to Duty

S2: Develop, implement and monitor a soil, manure or nutrient management plan to improve soil structure and fertility and monitor progress. Back to Duty

S3: Implement and review plans to manage the health of the production system in line with legislation and company policy. Back to Duty

S4: Implement practices that comply with environmental protection legislation and industry guidance, including pollution avoidance and control, wildlife and countryside protection and protection of biodiversity. Back to Duty

S5: Improve environmental practices on site including protecting and enhancing biodiversity. Back to Duty

S6: Develop and implement plan(s) to optimise value of by-products and dispose of non reusable (single use) wastes. Back to Duty

S7: Implement plans to produce products or services to customer specification, quality standards and production standards. Back to Duty

S8: Collect and evaluate critical information using digital tools including production unit performance, identify opportunities for improvement and propose changes to technical production strategy and operational adjustments. Back to Duty

S9: Analyse basic farm and or enterprise data (including financial and production) and research farm practices. Use this to benchmark against other farms and support recommendations for future actions. Back to Duty

S10: Develop and evaluate production unit plans to meet business requirements. Back to Duty

S11: Manage, review and monitor health, safety, welfare and wellbeing on production unit. Carry out risk management including assessment of risk and mitigation. Communicate health and safety information to staff or stakeholders. Back to Duty

S12: Manage own health and safety and promotes best practice to others when undertaking activity. Back to Duty

S13: Make recommendations on machinery and infrastructure for a farm or horticultural business activity including condition, replacements and return on investment. Back to Duty

S14: Use, maintain and oversee machinery and infrastructure in line with legislation, manufacturers guidance and business policy. Back to Duty

S15: Communicates in a professional manner with staff and stakeholders, adapting approach to audience including technical audiences and use of technical industry terminology. Back to Duty

S16: Build relationships with stakeholders including negotiation. Back to Duty

S17: Supervise staff or contractors during the main stages of the production cycle. Back to Duty

S18: Keep business records including using digital tools. Back to Duty

S19: Oversees and uses agrochemicals or organic equivalents including using spraying equipment. Back to Duty

Behaviours

B1: Challenge approaches to current working practices in a constructive manner, identifying potential for improvement and development. Back to Duty

B2: Champions health and safety across the team and embeds it in activities. Back to Duty

B3: Acts in a way that builds and maintains positive relationships with colleagues, customers and suppliers. Back to Duty

B4: Acts in a professional and ethical manner Back to Duty

B5: Committed to Continuous Professional Development Back to Duty

Qualifications

English and Maths

Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-Point Assessment. For those with an education, health and care plan or a legacy statement, the apprenticeship’s English and maths minimum requirement is Entry Level 3. A British Sign Language (BSL) qualification is an alternative to the English qualification for those whose primary language is BSL.

Other mandatory qualifications

Ofqual regulated Level 3 award in first aid at work (3-day course)

Level: 3

Ofqual regulated

The Health and Safety (First-Aid) Regulations 1981 state that: an employer shall provide, or ensure that there is provided, such number of suitable persons as is adequate and appropriate in the circumstances for rendering first-aid to his employees if they are injured or become ill at work; and for this purpose a person shall not be suitable unless he has undergone such training and has such qualifications as may be appropriate in the circumstances of that case Agriculture is a high-risk sector where use of machinery, sharp tools and moving vehicles can lead to accidents and when they do occur, they are often more severe than in an office environment. Workers are often in isolated locations working in small teams and it can take some time for them to get help if an accident occurs. Responsible employers to meet the requirements of the law will make sure that a high proportion of their employees are first aid trained and to a sufficient level to deal with accidents that might occur.

Lantra Awards Level 2 Award in Safe Use of Pesticides OR City & Guilds Level 2 Principles of safe handling and application of pesticides

Level: 2

Ofqual regulated

Lantra Ofqual regulated 601/5977/7 C&G not Ofqual regulated but pre-requisite for regulated qualifications Users of professional products are required to hold a certificate showing they have sufficient knowledge of the subjects listed in Annex I of Guidance on the requirements of the Plant Protection Products (Sustainable Use) Regulations 2012 (https://www.hse.gov.uk/pesticides/using-pesticides/codes-of-practice/guidance-sustainable-use-ppp-regs-2012.htm). This activity is regulated, and the qualifications mandated in the standards are all listed in the approved certificates for this purpose.

Lantra Awards Level 2 Award in the Safe Application of Pesticide Using Hand Held Equipment OR City & Guilds Level 2 Award In The Safe Application of Pesticides Using Pedestrian Hand Held Equipment

Level: 2

Ofqual regulated

Users of professional products are required to hold a certificate showing they have sufficient knowledge of the subjects listed in Annex I of Guidance on the requirements of the Plant Protection Products (Sustainable Use) Regulations 2012 (https://www.hse.gov.uk/pesticides/using-pesticides/codes-of-practice/guidance-sustainable-use-ppp-regs-2012.htm). This activity is regulated, and the qualifications mandated in the standards are all listed in the approved certificates for this purpose.

Print EPA plan

End-point assessment plan

V1.0

Introduction and overview

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

Assistant farm manager apprentices, their employers and training providers should read this document.

A full-time assistant farm manager apprentice typically spends 24 months on-programme (this means in training before the gateway). 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 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 register of end-point assessment organisations (RoEPAO).

This EPA has 3 assessment methods.

The grades available for each assessment method are below.

Assessment method 1 - business case assignment with questioning:

  • fail

  • pass

  • distinction

Assessment method 2 - professional discussion underpinned by a portfolio:

  • fail

  • pass

  • distinction

Assessment method 3 - farm or horticultural site walk (underpinned by portfolio):

  • fail

  • pass

  • distinction

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

  • fail

  • pass

  • merit

  • distinction

EPA summary table

On-programme - typically 24 months

The apprentice must:

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

  • compile a portfolio of evidence

  • compile a portfolio of evidence

  • complete training towards the qualification listed in the assistant farm manager apprenticeship standard

The qualification required is:

Ofqual regulated Level 3 award in first aid at work (3-day course)

Lantra Awards Level 2 Award in Safe Use of Pesticides OR City & Guilds Level 2 Principles of safe handling and application of pesticides

Lantra Awards Level 2 Award in the Safe Application of Pesticide Using Hand Held Equipment OR City & Guilds Level 2 Award In The Safe Application of Pesticides Using Pedestrian Hand Held Equipment

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 Ofqual regulated Level 3 award in first aid at work (3-day course)

  • have passed Lantra Awards Level 2 Award in Safe Use of Pesticides OR City & Guilds Level 2 Principles of safe handling and application of pesticides

  • have passed Lantra Awards Level 2 Award in the Safe Application of Pesticide Using Hand Held Equipment OR City & Guilds Level 2 Award In The Safe Application of Pesticides Using Pedestrian Hand Held Equipment

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

For the farm or horticultural site walk (underpinned by 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 5 months

The grades available for each assessment method are below

Business Case Assignment with Questioning:

  • fail

  • pass

  • distinction

Professional discussion underpinned by a portfolio:

  • fail

  • pass

  • distinction

Farm or horticultural site walk (underpinned by portfolio):

  • fail

  • pass

  • distinction

Overall EPA and apprenticeship can be graded:

    • fail
    • pass
    • merit
    • distinction

Duration of end-point assessment period

The EPA is taken in the EPA period. The EPA period starts when the EPAO confirms the gateway requirements have been met and is typically 5 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 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 Ofqual regulated Level 3 award in first aid at work (3-day course)

    • have passed Lantra Awards Level 2 Award in Safe Use of Pesticides OR City & Guilds Level 2 Principles of safe handling and application of pesticides

      • have passed Lantra Awards Level 2 Award in the Safe Application of Pesticide Using Hand Held Equipment OR City & Guilds Level 2 Award In The Safe Application of Pesticides Using Pedestrian Hand Held Equipment
      • submit a portfolio of evidence for the professional discussion underpinned by a portfolio

      Portfolio of evidence requirements for the Professional Discussion:

      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 15 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 discussion ]. The independent assessor should review the portfolio of evidence to prepare questions for the discussion . They are not required to provide feedback after this review.

      • submit a portfolio of evidence for the farm or horticultural site walk (underpinned by portfolio)

      Portfolio of evidence requirements for the Site Walk:

      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 10 discrete pieces of evidence. Evidence must be mapped against the KSBs. Evidence may be used to demonstrate more than one KSB; a qualitative as opposed to quantitative approach is suggested.

      Evidence sources may include:

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

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

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

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

      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.

Business Case Assignment with Questioning

Overview

A business case assignment involves the apprentice completing a significant and defined piece of work that has a real business application and benefit. The business case assignment must meet the needs of the employer’s business and be relevant to the apprentice’s occupation and apprenticeship.

This assessment method has 2 components:

  • Business case assignment report

  • Question and answer session

Together, these components give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method. They are assessed by an independent assessor.

Rationale

This assessment method is being used because:

This will enable a number of KSBs to be demonstrated holistically, covering business, research and ability to apply technical knowledge to make recommendations. These skills will focus on the forward looking development of the business and in doing so build upon the assessment in the farm walk and the professional discussion that concentrate on the daily management of the farm.

At this level, it will allow the apprentice to demonstrate their ability to propose a change to business procedures or planning, using sound evidence as would be expected of the role. It enables them to demonstrate they can independently complete a piece of work from start to finish which would take too long to demonstrate as a traditional practical test or observation.

Delivery

The apprentice must complete an outline business case report based on any of the following:

  • the use of farm or horticultural site information and research to evaluate potential improvements to current working practices, products or services.

The Apprentice will need to:

  • synthesise their learning to generate a broad understanding of the business or enterprise, its operation and market place
  • research potential improvements to the business or enterprise
  • evaluate the risks and potential benefits of any improvements to be recommended
  • produce a formal written business case to organise and structure their proposals

To ensure the assignment allows the apprentice to meet the KSBs mapped to this assessment method to the highest available grade, the EPAO should sign-off the assignment’s title and scope at the gateway to confirm it is suitable. The EPAO must refer to the grading descriptors to ensure that assignments are pitched appropriately.

The assignment output must be in the form of a business case.

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

The apprentice may work as part of a team to complete the assignment, which could include internal colleagues or technical experts. The apprentice must however, complete their business case unaided and it must be reflective of their own role and contribution. The apprentice and their employer must confirm this when the business case is submitted.

Component 1: Business case report

The business case report must include at least:

  • Brief overview of the business (for example links to business strategy or business plan)
  • Detail of the product or service under review (for example overview of what it is, current performance using business data, staffing levels, inputs)
  • Detail of proposed change (for example what is the nature of the change? Is it a new product or service? Change to production quality, rates, efficiency or costs?)
  • Benefit and impact analysis of the proposed change (for example, description of the major strengths and risks).
  • Implementation plan for proposed change and modifications to existing production plans and planning monitoring of results (for example physical or technological changes, capital and staff costs for both implementation and running, infrastructure or machinery implications)
  • Financial analysis to support proposed changes (for example costs of implementation, depreciation on any new equipment, impacts on rates, volume or costs of production, financial cost flow for introduction and running, impact on income or savings, return on investment)
  • Risk analysis and mitigation
  • Detail of any unique selling points of change
  • Overall recommendation
  • Citation of evidence sources
  • Appendices

The business case must have a word count of 2500 words. A tolerance of 10% above or below is allowed at the apprentice’s discretion. Appendices, references and diagrams are not included in this total. The apprentice must produce and include a mapping in an appendix, showing how the business case evidences the KSBs mapped to this assessment method.

The apprentice must complete and submit the business case to the EPAO by the end of week 6 of the EPA period.

Component 2: Question and answer session

The question and answer session must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.

The apprentice must be questioned about their business case assignment.

The question and answer session must last for 30 minutes. The independent assessor must use the full time available for questioning and they can increase the total time 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 6 questions. They must use the questions from their EPAO’s question bank or create their own questions in line with the EPAO’s training. Follow up questions are allowed where clarification is required.

The purpose of the independent assessor's questions is:

  • to verify that the activity was completed by the apprentice
  • to seek clarification where required
  • to assess those KSBs that the apprentice did not have the opportunity to demonstrate with the business case, although these should be kept to a minimum
  • to assess level of competence against the grading descriptors

The independent assessor must have at least 3 weeks to review the business case before the question and answer session, to allow them to prepare questions.

The apprentice must be given at least 14 days’ notice of the question and answer session.

Assessment decision

The independent assessor must make the grading decision. They must assess the business case components holistically when deciding the grade.

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

  • the KSBs demonstrated in the business case and question and answer session
  • the apprentice’s answers to questions
  • the grade achieved

Assessment location

The question and answer session must take place in a suitable venue selected by the EPAO for example, the EPAO’s or employer’s premises. It should take place in a quiet room, free from distractions and influence.

The question and answer session can be conducted by video conferencing. The EPAO must have processes in place to verify the identity of the apprentice and ensure the apprentice is not being aided.

Question and resource development

The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO 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.

EPAO must produce the following materials to support the business case assignment:

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

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

Professional discussion underpinned by a portfolio

Overview

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

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

Rationale

This assessment method is being used because:

  • it allows for the assessment of KSBs that do not occur on a predictable or regular basis for example seasonal tasks.
  • it allows the apprentice to be assessed against skills and behaviours which may not naturally occur during the other assessment methods
  • it enables the apprentice to demonstrate the application of skills and behaviours as well as knowledge
  • it allows scope for the apprentice to demonstrate the depth and breadth of KSBs

Delivery

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

An independent assessor must conduct and assess the professional discussion.

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

The EPAO must give an apprentice 14 days' notice of the professional discussion.

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

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

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

The professional discussion must last for 75 minutes. The independent assessor can increase the time of the professional discussion by up to 10%. This time is to allow the apprentice to respond to a question if necessary.

The independent assessor must ask at least 15 questions. The independent assessor must use the questions from the EPAO’s question bank or create their own questions in line with the EPAO’s training. Follow-up questions are allowed where clarification is required.

The independent assessor must make the grading decision.

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

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

Assessment location

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

The professional discussion can be conducted by video conferencing. The EPAO must have processes in place to verify the identity of the apprentice and ensure the apprentice is not being aided.

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

Question and resource development

The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO 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 apprentice has a different set of questions in the case of re-sits or re-takes.

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

  • 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.

Farm or horticultural site walk (underpinned by portfolio)

Overview

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

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

Rationale

This assessment method is being used because:

  • It puts the apprentice at ease, whilst also replicating a situation that might arise in the course of their work – walking with an outside expert explaining their workplace
  • It enables the apprentice to demonstrate the application of skills and behaviours as well as knowledge
  • It allows scope for the apprentice to demonstrate the depth and breadth of KSBs

Delivery

The site walk 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 site walk.

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

  • science
  • soil management
  • animal or plant health
  • environment
  • by-products and waste
  • health, safety and welfare
  • machinery and infrastructure

The EPAO must give an apprentice 14 days' notice of the site walk.

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 site walk.

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 site walk must last for 90 minutes. The independent assessor can increase the time of the site walk by up to 10%. This time is to allow the apprentice to respond to a question if necessary.

Travel time between different areas within the farm or horticultural site should not be included in the duration, as this may vary considerably between sites.

The independent assessor must ask at least 15 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 site walk must take place at the employer's premises.

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 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 farm or horticultural site walk (underpinned by portfolio):

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

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

Grading

Business Case Assignment with Questioning

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
Machinery and infrastructure planning
K25 S13

Analyses machinery and infrastructure and makes recommendations for improvements that are designed to achieve business objectives and provide a return on investment. (K25 S13)

Makes recommendations that are evidence-based and supported by an evaluation of a range of factors and the possible alternatives. (K25 S13)

Business information, data and their uses
K14 K17 S8 B1

Collects and evaluates information and data using digital and other tools to challenge current working practices and justify proposals for operational adjustments and changes in technical production to support business improvement. (K14 K17 S8 B1)

n/a

Business performance and finance
K13 K15 K16 S9 S10

Uses financial and production farm and or enterprise data to inform business case and develop and evaluate a production unit plan, including how it would be monitored, to meet business requirements, benchmark against other farms (including Key Performance Iindicators) and make recommendations for future actions. (K13, K15, S9, S10)

 

Explains how different types of plans (strategic, business and operational) can improve enterprise performance and their relationship to external factors including environmental, political, social and financial. (K16)  

Critically evaluates external factors that could affect the business, identifying opportunities and threats and the potential impact of different responses (K16, S10)

Professional discussion 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
Producing Products
K7 K10 K11 K12 S7

Produces goods or services that meet customer and farm business requirements and quality, quantity and production standards, ensuring compliance with standards, regulations and codes of practice. (K10 K11 K12 S7)

 

Explains how production is impacted by climate change and the principles of sustainability including net zero targets. (K7)

 

 

 

 

 

n/a

Agrochemicals
K20 S19

Oversees and uses agrochemicals or organic equivalents including using spraying equipment in line with legislative requirements and codes of practice. (K20, S19)

n/a

Communication
K22 S15 S16 B3

Explains how they adapt their communication methods and style to meet the needs of differing audiences and to support business aims. (K22, S15)

 

Evaluates how they have built positive relations, including negotiation, with internal and external stakeholders and why this is important.  (S16, B3)

n/a

Managing people and self
K23 S17 B4 B5

Supervises staff or contractors in accordance with regulations, policies and people management principles, supporting their own and others’ professional development, to achieve results. (K23 S17 B4 B5)

Justifies their identification of a development need in self or others with reference to business needs and the proactive steps they took to ensure the development need was met. (K23, B5)

Records
K18 K24 S18

Maintains a range of farm or enterprise records in line with organisational and regulatory principles and policies which meet their intended purpose, using digital tools when required. (K18 K24 S18)

Analyses the impact on the organisation of incomplete or non-compliant record keeping and how to identify issues. (K18 K24 S18)

Farm or horticultural site walk (underpinned by portfolio)

Theme
KSBs
Pass
Apprentices must demonstrate all of the pass descriptors
Distinction
Apprentices must demonstrate all of the pass descriptors and all of the distinction descriptors
Science
K1 S1

Explains and justifies physiological interventions made to enhance productivity and maintain unit health including the impact of husbandry or agronomy activities. (K1, S1)

Critically evaluates the impact of physiological interventions on husbandry activities. (K1, S1).

Soil Management
K2 K3 S2

Develops, implements and monitors a soil, manure or nutrient management plan, using soil assessment and analysis data to improves soil structure and fertility and explains how different soil types impact on husbandry decisions and operations. (K2, K3, S2)

Evaluates the effectiveness of their soil, manure or nutrient management interventions and justifies decisions taken following soil analysis.  (S2, K2)

Animal or plant health
K4 S3

Implements and reviews plans that manage the health of the production system in compliance with legislation, organisation policy and principles of biosecurity. (K4 S3)

n/a

Environment
K5 K6 S4 S5

Plans and implements sustainable farm business environmental operations in line with industry guidance, complying with legal requirements including pollution avoidance and control, wildlife and countryside protection and the enhancement and protection of biodiversity. (K5, K6, S4, S5)

Evaluates how practices that enhance the environment benefit the farm. (S5)

By-products and waste
K8 K9 S6

Explains how they manage organic by-product and other waste produced by the business to maximise their value while meeting legislative and environmental requirements and the implications of any non-compliance. (K8, K9, S6)

n/a

Health, safety and welfare
K19 S11 S12 B2

Manages, reviews and monitors health, safety and welfare including developing and promoting a positive health and safety culture within the organisation in line with policies and legislation, identifying and managing risks and hazards and ensuring a safe working environment for self and others. (K19 S11 S12 B2)

n/a

Machinery and infrastructure
K21 S14

Uses, maintains and oversees machinery and infrastructure in line with legislation, manufacturers guidance and business needs and policies. (K21, S14)

n/a

Overall EPA grading

Performance in the EPA determines the overall grade of:

  • fail

  • pass

  • merit

  • distinction

An independent assessor must individually grade the business case assignment with questioning, professional discussion underpinned by a portfolio and farm or horticultural site walk (underpinned by portfolio) in line with this EPA plan.

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

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

To achieve an overall pass, the apprentice must achieve at least a pass in all the assessment methods. In order to achieve an overall EPA ‘merit’, apprentices must achieve at least 2 distinctions and one pass in any of the assessment methods. In order to achieve a 'distinction', they would need to attain a distinction in all 3 methods.

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

Business Case Assignment with Questioning Professional discussion underpinned by a portfolio Farm or horticultural site walk (underpinned by portfolio) Overall Grading
Fail Any grade Any grade Fail
Any grade Fail Any grade Fail
Any grade Any grade Fail Fail
Pass Pass Pass Pass
Pass Pass Distinction Pass
Pass Distinction Pass Pass
Distinction Pass Pass Pass
Distinction Distinction Pass Merit
Distinction Pass Distinction Merit
Pass Distinction Distinction Merit
Distinction Distinction Distinction Distinction

Re-sits and re-takes

If the apprentice fails one assessment method or more, they can take a re-sit or a re-take at their employer’s discretion. The apprentice’s employer 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 5 months of the EPA outcome notification.

If the apprentice fails the business case assessment method, they must amend the business case output in line with the independent assessor’s feedback. The apprentice will be given 4 weeks to rework and submit the amended business case.

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 occupational 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
  • ensure that all supporting evidence required at the gateway is submitted in line with this EPA plan

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 occupational 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 (who, when, where) in a timely manner
  • provide 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 from the EPAO

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 RoEPAO
  • conform to the requirements of the external quality assurance provider (EQAP)
  • understand the apprenticeship including the occupational standard, EPA plan and funding
  • 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 assessors (independent and additional where used), 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 assessors before allowing them to deliver an EPA, when the EPA is updated, and at least once a year
  • conduct moderation of all of their assessor’s decisions once EPAs have started
  • monitor the performance of all their assessors and provide re-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
  • host and facilitate the EPA or make suitable alternative arrangements
  • 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
  • arrange the certification of the apprenticeship
  • 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, including additional assessors 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 register of apprenticeship training providers (RoATP)
  • 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

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 (including farm management) to at least occupational level 4 gained in the last 2 years or significant experience of the occupation or sector being assessed.
  • meet the following minimum requirements:
    • a recognised qualification and proven competence in assessment
    • correct and up-to-date cpd record relevant to the role being assessed

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
  • 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

Physiological principles underpinning a production system and the impacts of husbandry or agronomy activities and inputs.

Back to Grading
Farm or horticultural site walk (underpinned by portfolio)
K2

Importance of soil, types of soil and their impact on crop and husbandry decisions. Characteristics of poor and good soil structure, the impact of operations on soil and actions to improve structure. Soil fertility analysis data, and how to obtain and interpret it.

Back to Grading
Farm or horticultural site walk (underpinned by portfolio)
K3

Components of soil management plans and their purpose for managing soil health, nutrients, yields, runoff, erosion, flooding, soil carbon, external additives. Importance and principles of nutrient management guidance.

Back to Grading
Farm or horticultural site walk (underpinned by portfolio)
K4

Principles of managing plant or animal health, the importance and principles of biosecurity and how to comply with plant or animal health legislation.

Back to Grading
Farm or horticultural site walk (underpinned by portfolio)
K5

Main habitats found on production sites, how to obtain and interpret information on site biodiversity.

Back to Grading
Farm or horticultural site walk (underpinned by portfolio)
K6

Implications of environmental legislation and industry guidance for site management.

Back to Grading
Farm or horticultural site walk (underpinned by portfolio)
K7

Threats to production from climate change, the principles of sustainability and net zero targets.

Back to Grading
Professional discussion underpinned by a portfolio
K8

Techniques for optimising value of resources and by-products. Principles of the waste hierarchy (reduce, reuse, recycle).

Back to Grading
Farm or horticultural site walk (underpinned by portfolio)
K9

Legislative and environmental regulation for management of by-products, inorganic waste, hazardous waste, Nitrate Vulnerable Zones, water and air and implications of non-compliance.

Back to Grading
Farm or horticultural site walk (underpinned by portfolio)
K10

Components of a farm or enterprise supply chain, how they interact and the interdependence of the supply chain to ensure quality and quantity.

Back to Grading
Professional discussion underpinned by a portfolio
K11

Technical content quality measures or specification requirements for farm products, why this important to meet customer needs and or commercial contracts.

Back to Grading
Professional discussion underpinned by a portfolio
K12

Regulation, production standards and codes of practice for their area of work and the importance of compliance.

Back to Grading
Professional discussion underpinned by a portfolio
K13

Types of financial capital investment, sources of information and their suitability and risk.

Back to Grading
Business Case Assignment with Questioning
K14

Types of production, financial and business data, uses and analysis.

Back to Grading
Business Case Assignment with Questioning
K15

Factors impacting on the performance of farm or horticultural enterprises and techniques to set financial and production Key Performance Indicators, monitor and evaluate them.

Back to Grading
Business Case Assignment with Questioning
K16

Components of strategic plans, business plans, operational plans and business cases. Their relationships and importance for improving enterprise performance and response to external factors for example environmental, political, social or financial

Back to Grading
Business Case Assignment with Questioning
K17

Know where to find reliable sources of information on production practices and new technologies.

Back to Grading
Business Case Assignment with Questioning
K18

Principles of online safety, confidentiality and protection of data.

Back to Grading
Professional discussion underpinned by a portfolio
K19

Health, safety and wellbeing legislation, codes of practice and their implications for site management. The main hazards, risks to health, welfare and wellbeing found on farms or horticultural sites and mitigation methods. The risk from zoonoses. Factors when dealing with public, visitors or children on site.

Back to Grading
Farm or horticultural site walk (underpinned by portfolio)
K20

Legislative requirements and codes of practice for use of chemicals, for example medicines or pesticides. Techniques for spraying chemicals or organic substances.

Back to Grading
Professional discussion underpinned by a portfolio
K21

Factors when planning the safe and efficient use of machinery, equipment and facilities including legislation, operator competence, new technologies, maintenance requirements, suitability for task and business policy.

Back to Grading
Farm or horticultural site walk (underpinned by portfolio)
K22

Methods and techniques for communicating with professional and non-professional audiences including use of digital methods.

Back to Grading
Professional discussion underpinned by a portfolio
K23

Principles of managing people including compliance with regulation, recruitment, performance management, informal training and appraisals.

Back to Grading
Professional discussion underpinned by a portfolio
K24

Purpose and types of farm or enterprise records including compliance, legal, health and safety, human resources, production, environmental, finance and industry audit requirements.

Back to Grading
Professional discussion underpinned by a portfolio
K25

Factors that influence decisions about machinery and infrastructure including return on investment.

Back to Grading
Business Case Assignment with Questioning
Skill Assessment methods
S1

Apply physiological principles to identify interventions to enhance productivity and maintain unit health.

Back to Grading
Farm or horticultural site walk (underpinned by portfolio)
S2

Develop, implement and monitor a soil, manure or nutrient management plan to improve soil structure and fertility and monitor progress.

Back to Grading
Farm or horticultural site walk (underpinned by portfolio)
S3

Implement and review plans to manage the health of the production system in line with legislation and company policy.

Back to Grading
Farm or horticultural site walk (underpinned by portfolio)
S4

Implement practices that comply with environmental protection legislation and industry guidance, including pollution avoidance and control, wildlife and countryside protection and protection of biodiversity.

Back to Grading
Farm or horticultural site walk (underpinned by portfolio)
S5

Improve environmental practices on site including protecting and enhancing biodiversity.

Back to Grading
Farm or horticultural site walk (underpinned by portfolio)
S6

Develop and implement plan(s) to optimise value of by-products and dispose of non reusable (single use) wastes.

Back to Grading
Farm or horticultural site walk (underpinned by portfolio)
S7

Implement plans to produce products or services to customer specification, quality standards and production standards.

Back to Grading
Professional discussion underpinned by a portfolio
S8

Collect and evaluate critical information using digital tools including production unit performance, identify opportunities for improvement and propose changes to technical production strategy and operational adjustments.

Back to Grading
Business Case Assignment with Questioning
S9

Analyse basic farm and or enterprise data (including financial and production) and research farm practices. Use this to benchmark against other farms and support recommendations for future actions.

Back to Grading
Business Case Assignment with Questioning
S10

Develop and evaluate production unit plans to meet business requirements.

Back to Grading
Business Case Assignment with Questioning
S11

Manage, review and monitor health, safety, welfare and wellbeing on production unit. Carry out risk management including assessment of risk and mitigation. Communicate health and safety information to staff or stakeholders.

Back to Grading
Farm or horticultural site walk (underpinned by portfolio)
S12

Manage own health and safety and promotes best practice to others when undertaking activity.

Back to Grading
Farm or horticultural site walk (underpinned by portfolio)
S13

Make recommendations on machinery and infrastructure for a farm or horticultural business activity including condition, replacements and return on investment.

Back to Grading
Business Case Assignment with Questioning
S14

Use, maintain and oversee machinery and infrastructure in line with legislation, manufacturers guidance and business policy.

Back to Grading
Farm or horticultural site walk (underpinned by portfolio)
S15

Communicates in a professional manner with staff and stakeholders, adapting approach to audience including technical audiences and use of technical industry terminology.

Back to Grading
Professional discussion underpinned by a portfolio
S16

Build relationships with stakeholders including negotiation.

Back to Grading
Professional discussion underpinned by a portfolio
S17

Supervise staff or contractors during the main stages of the production cycle.

Back to Grading
Professional discussion underpinned by a portfolio
S18

Keep business records including using digital tools.

Back to Grading
Professional discussion underpinned by a portfolio
S19

Oversees and uses agrochemicals or organic equivalents including using spraying equipment.

Back to Grading
Professional discussion underpinned by a portfolio
Behaviour Assessment methods
B1

Challenge approaches to current working practices in a constructive manner, identifying potential for improvement and development.

Back to Grading
Business Case Assignment with Questioning
B2

Champions health and safety across the team and embeds it in activities.

Back to Grading
Farm or horticultural site walk (underpinned by portfolio)
B3

Acts in a way that builds and maintains positive relationships with colleagues, customers and suppliers.

Back to Grading
Professional discussion underpinned by a portfolio
B4

Acts in a professional and ethical manner

Back to Grading
Professional discussion underpinned by a portfolio
B5

Committed to Continuous Professional Development

Back to Grading
Professional discussion underpinned by a portfolio

Mapping of KSBs to grade themes

Business case assignment with questioning

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Machinery and infrastructure planning
K25
S13

Factors that influence decisions about machinery and infrastructure including return on investment. (K25)

Make recommendations on machinery and infrastructure for a farm or horticultural business activity including condition, replacements and return on investment. (S13)

None

Business information, data and their uses
K14 K17
S8
B1

Types of production, financial and business data, uses and analysis. (K14)

Know where to find reliable sources of information on production practices and new technologies. (K17)

Collect and evaluate critical information using digital tools including production unit performance, identify opportunities for improvement and propose changes to technical production strategy and operational adjustments. (S8)

Challenge approaches to current working practices in a constructive manner, identifying potential for improvement and development. (B1)

Business performance and finance
K13 K15 K16
S9 S10

Types of financial capital investment, sources of information and their suitability and risk. (K13)

Factors impacting on the performance of farm or horticultural enterprises and techniques to set financial and production Key Performance Indicators, monitor and evaluate them. (K15)

Components of strategic plans, business plans, operational plans and business cases. Their relationships and importance for improving enterprise performance and response to external factors for example environmental, political, social or financial (K16)

Analyse basic farm and or enterprise data (including financial and production) and research farm practices. Use this to benchmark against other farms and support recommendations for future actions. (S9)

Develop and evaluate production unit plans to meet business requirements. (S10)

None

Professional discussion underpinned by a portfolio

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Producing Products
K7 K10 K11 K12
S7

Threats to production from climate change, the principles of sustainability and net zero targets. (K7)

Components of a farm or enterprise supply chain, how they interact and the interdependence of the supply chain to ensure quality and quantity. (K10)

Technical content quality measures or specification requirements for farm products, why this important to meet customer needs and or commercial contracts. (K11)

Regulation, production standards and codes of practice for their area of work and the importance of compliance. (K12)

Implement plans to produce products or services to customer specification, quality standards and production standards. (S7)

None

Agrochemicals
K20
S19

Legislative requirements and codes of practice for use of chemicals, for example medicines or pesticides. Techniques for spraying chemicals or organic substances. (K20)

Oversees and uses agrochemicals or organic equivalents including using spraying equipment. (S19)

None

Communication
K22
S15 S16
B3

Methods and techniques for communicating with professional and non-professional audiences including use of digital methods. (K22)

Communicates in a professional manner with staff and stakeholders, adapting approach to audience including technical audiences and use of technical industry terminology. (S15)

Build relationships with stakeholders including negotiation. (S16)

Acts in a way that builds and maintains positive relationships with colleagues, customers and suppliers. (B3)

Managing people and self
K23
S17
B4 B5

Principles of managing people including compliance with regulation, recruitment, performance management, informal training and appraisals. (K23)

Supervise staff or contractors during the main stages of the production cycle. (S17)

Acts in a professional and ethical manner (B4)

Committed to Continuous Professional Development (B5)

Records
K18 K24
S18

Principles of online safety, confidentiality and protection of data. (K18)

Purpose and types of farm or enterprise records including compliance, legal, health and safety, human resources, production, environmental, finance and industry audit requirements. (K24)

Keep business records including using digital tools. (S18)

None

Farm or horticultural site walk (underpinned by portfolio)

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Science
K1
S1

Physiological principles underpinning a production system and the impacts of husbandry or agronomy activities and inputs. (K1)

Apply physiological principles to identify interventions to enhance productivity and maintain unit health. (S1)

None

Soil Management
K2 K3
S2

Importance of soil, types of soil and their impact on crop and husbandry decisions. Characteristics of poor and good soil structure, the impact of operations on soil and actions to improve structure. Soil fertility analysis data, and how to obtain and interpret it. (K2)

Components of soil management plans and their purpose for managing soil health, nutrients, yields, runoff, erosion, flooding, soil carbon, external additives. Importance and principles of nutrient management guidance. (K3)

Develop, implement and monitor a soil, manure or nutrient management plan to improve soil structure and fertility and monitor progress. (S2)

None

Animal or plant health
K4
S3

Principles of managing plant or animal health, the importance and principles of biosecurity and how to comply with plant or animal health legislation. (K4)

Implement and review plans to manage the health of the production system in line with legislation and company policy. (S3)

None

Environment
K5 K6
S4 S5

Main habitats found on production sites, how to obtain and interpret information on site biodiversity. (K5)

Implications of environmental legislation and industry guidance for site management. (K6)

Implement practices that comply with environmental protection legislation and industry guidance, including pollution avoidance and control, wildlife and countryside protection and protection of biodiversity. (S4)

Improve environmental practices on site including protecting and enhancing biodiversity. (S5)

None

By-products and waste
K8 K9
S6

Techniques for optimising value of resources and by-products. Principles of the waste hierarchy (reduce, reuse, recycle). (K8)

Legislative and environmental regulation for management of by-products, inorganic waste, hazardous waste, Nitrate Vulnerable Zones, water and air and implications of non-compliance. (K9)

Develop and implement plan(s) to optimise value of by-products and dispose of non reusable (single use) wastes. (S6)

None

Health, safety and welfare
K19
S11 S12
B2

Health, safety and wellbeing legislation, codes of practice and their implications for site management. The main hazards, risks to health, welfare and wellbeing found on farms or horticultural sites and mitigation methods. The risk from zoonoses. Factors when dealing with public, visitors or children on site. (K19)

Manage, review and monitor health, safety, welfare and wellbeing on production unit. Carry out risk management including assessment of risk and mitigation. Communicate health and safety information to staff or stakeholders. (S11)

Manage own health and safety and promotes best practice to others when undertaking activity. (S12)

Champions health and safety across the team and embeds it in activities. (B2)

Machinery and infrastructure
K21
S14

Factors when planning the safe and efficient use of machinery, equipment and facilities including legislation, operator competence, new technologies, maintenance requirements, suitability for task and business policy. (K21)

Use, maintain and oversee machinery and infrastructure in line with legislation, manufacturers guidance and business policy. (S14)

None

Employers involved in creating the standard: BHG Farms, Brimstone farm, Cranswick Country Foods, East Durham College, Harper Adams University, Hartpury College, Karro Food Group, Kendall College, Lantra, LKL Farming, Myerscough College , NFU, Plumpton College, R and J Snook, Westover Farm, Reaseheath College, Skern Training and Skills, Tetworth Farms, Wiltshire college

Version log

Version Change detail Earliest start date Latest start date Latest end date
1.0 Approved for delivery 29/08/2023 Not set Not set

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