End Point Assessment & 20 off-the-job Training 23th February 2018 Jason Clark Regional Account Manager

End Point Assessment X046 2

What is EPA? Ensures that the apprentices I competent against the standards knowledge, skills and behaviours and can actually perform the occupation they were trained for i.e. they have full occupational competence. Each EPA must involve the apprentice a selection of assessment methods. Commonly used methods include: Observation of the apprentice undertaking specific tasks in the workplace Practical skills test in a controlled environment Written test or case study Multiple choice exam Time limited project An interview or professional discussion often based on a specific project or professional portfolio X046 3

The Register of End-point Assessment Organisations (RoEPAO) Pearson Education Limited – Standards on RoEPAO (Subject to change) Adult Care Worker Senior Financial Services Customer Advisor Senior Health Care Support Worker Health Care Science Associate Retail Team Leader Team Leader / Supervisor Lead Adult Care Worker Health Care Support worker Aviation Operations Manager Senior Chef Production Cooking Retail Manager Supply Chain Warehouse Operative Customer Services Practitioner Health Care Science Assistant Aviation Ground Specialist Commis Chef Hospitality Team Member Supply Chain Operative Dental Practice Manager Health Care Assistant Practitioner Aviation Ground Operative Property Maintenance Operative Operations / Departmental Manager LGV Driver Financial Services Customer Advisor Systems Engineering Dual Fuel Smart Meter Retailer Hospitality Supervisor

How can we support your end-point assessment? The apprentice Pearson’s independent end-point assessment Pearson’s internal quality assurance External quality assurance of Pearson Institute for Apprenticeships -overarching quality assurance of the apprenticeship system 5 W497

End Point Assessment in Practice X046 6

Pearson’s EPA Offer EPA Specification All assessment instruments (observation, Tests, Professional discussion, interview) Support materials for Gateway – preparation for the learner for EPA (videos of PD Guidance on EPA best practice Explanations of the grading process EPA Quality Handbook Arrangements for EPA Practice tests for MCQ and Short Answer Tests Gateway and certification declaration forms Grading and certification support for EPA Generic materials; e.g. what off the job training looks like in specific sectors, examples of activities, case studies etc X046 8

Contractual process to engage with Pearson as an EPAO X046 9

Education and Skills Funding Agency Conditions for EPA Organisations Providers need to record the EPAO on the ILR (clause 16), once known (2017 – 2018 onwards) ESFA wants details of employers from EPAOs within FOUR working weeks from employer selecting EPAO ESFA will double-check ILR details entered against those sent in by EPAOs Where a provider has chosen the EPAO, ESFA conditions specify that EPAOs should meet with the employers directly to discuss and confirm EPA arrangements directly (clause 18) X046 10

As per the ESFA Conditions…… A form of contract to be in place between the provider and the EPAO as soon after notification of selection by employer PLEASE NOTE – LoI is NOT a contract Contractual agreement to cover: Roles and responsibilities of the provider and EPAO (clause 23) Schedule for channelling of funding from the employer to the EPAO through the provider Terms specifying that EPAOs are delivering on behalf of the employer and provider is acting as the ESFA agent in passing the payment to the EPAO (clause 24 NB. Provider MUST have signed a contract with the employer BEFORE signing contract with Pearson X046 11

EPA Contract process X046 12

EPA Service Agreement Contracts to be signed with providers - one contract per employer Provider MUST have signed a contract with the employer BEFORE signing contract with Pearson X046 13

Payment Terms 10% of EPA Price payable at the time of booking the apprentice for EPA on Pearson systems EPAs MUST be booked latest two months prior to estimated EPA date 90% of EPA price payable on completion of 1st attempt (all components, irrespective of result) Reassessments payable in full at the time of booking X046 14

Getting Ready to EPA

EPA Service Delivery process EPA Contract signing EPA Planning meeting Countdown to EPA (1) Countdown to EPA (2) Countdown to EPA (3) EPA Stage Within 8 weeks after contract signing AND minimum of 6 months before EPA date 3 months prior to estimated EPA date 2 months prior to estimated EPA date Once employer and provider contract signed 1 month prior to estimated EPA date Gateway Timelines 1. EPA Booking on EPAO systems 2. Apprentice details on EPAO systems 3. Assessor allocations 4. Gateway sign-off dates booked 5. Feedback process and Results SLA 6. Declaration for ESFA certificates 1. Check on programme progress 2. English and Maths evidence requirements 3. EPA components 4. Special needs 5. Access/ facilities 6. Marking & Grading 7. Appeals process Any changes to EPA dates English and Maths achievement evidence Gateway sign-off process and evidence Readiness for submission of portfolio/ project/ presentation 1. EPA price per apprentice 2. EPA components delivery method 3. Reassessment policy applicable 4. Reassessment price 5. Payment Terms 1. Organisational context and role of apprentice 2. Approx EPA dates and delivery method 3. Gateway sign-off process 4. EPA delivery duration 5. Evidence requirements 6. On-programme progress mapping Processes

Countdown to Healthcare Support Worker (L2) EPA

20% off the Job Training X046 18

Definition of off-the-job training “Off-the-job training is defined as learning which is undertaken outside of the normal day-today working environment and leads towards the achievement of an apprenticeship. This can include training that is delivered at the apprentice’s normal place of work, but must not be delivered as part of their normal working duties.” Off-the-job training must amount to 20 per cent of the apprentice’s contracted employment hours across the whole apprenticeship but cannot include; English and maths (up to level two) which is funded separately “progress reviews or on-programme assessment required for an apprenticeship framework or standard “training which takes place outside the apprentice’s paid working hours” X046 19

Surprising things that can count as off-the-job training Participating in online forums relevant to their role and your industry. Individual study time – whether it’s to complete coursework or review modules.  Being mentored e.g. by a more senior colleague doing a job your apprentice would one day like to do.  Delivering a mentoring session – something many of our more senior leadership and management apprentices often do.  Completing workplace reflection diaries.  We find these are a great way to embed learning! Work shadowing with a colleague/mentor – then writing a reflection and lessons learnt report.    Group Learning Conferences – these can be a great way for your apprentice to learn new skills and ways of working from their peers.  Research tasks e.g. to gain new knowledge of your industry.  Face-to-face tutor led delivery/coaching sessions. Internal learning and development programmes related to their apprenticeship X046 20

Surprising things that can count as off-the-job training Completion of e-learning – this is another great way we get ideas across to your apprentice in a way that fits around their job.  Completing project work for their apprenticeship.  Preparation for assessments.  Role-plays or simulations of workplace situations.  We find these really help to embed new knowledge and skills! Visits to other businesses, or different business units to see how these work. Attendance at competitions, provided it’s work-relevant and helping their development of course! Attendance at industry shows, particularly where they might be able to watch presentations or seminars relevant to their role and industry.  Workplace 1-2-1 performance reviews, conducted by their line manager. Training sessions e.g. manual handling or first aid.  Attending webinars on hot topics in your industry. X046 21

Questions? X046 22