Dean Cox
Finance Compliance Manager for an Apprenticeship Training Provider
Last activity
Member since
Votes
23
Subscriptions
29
Replies
Dean Cox commented,
VAT is not to be included in the PMR1 and PMR2 when adding co-investment payments to the ILR, therefore it is not included in the maximum funding band calculations. The VAT added onto co-investment to employers is dealt with separately.
VAT is not to be included in the PMR1 and PMR2 when adding co-investment payments to the ILR, therefore it is not included in the maximum funding band calculations. The VAT added onto co-investment...
Dean Cox commented,
Thank you so much for your input and really helps me understand the way we should be processing these - the R14 is a concern and I will pick this up internally!
Thank you so much for your input and really helps me understand the way we should be processing these - the R14 is a concern and I will pick this up internally!
Dean Cox commented,
Hi Ben, thanks for this, the system we use automatically sets those statuses only once they have had their gateway meeting confirming the end of learning. So are we allowed to set it as such manually, despite the gateway meeting not taking place at this time?
Hi Ben, thanks for this, the system we use automatically sets those statuses only once they have had their gateway meeting confirming the end of learning. So are we allowed to set it as such manual...
Dean Cox commented,
In theory, can an apprenticeship be commercially funded FM99 for the period where DAS is not secured, and then negotiate the balance for the new remaining price from the month DAS was secured with FM36. Would this require a new set of ZPROG and AIM with TNP3 and TNP4. Or does this not work? Thanks.
In theory, can an apprenticeship be commercially funded FM99 for the period where DAS is not secured, and then negotiate the balance for the new remaining price from the month DAS was secured with ...
Dean Cox commented,
Hello, This should mean the day you have made the ILR submission is before a date you have used for learning actual end date for a learner. You can't have a date in advance. Hope this helps.
Hello, This should mean the day you have made the ILR submission is before a date you have used for learning actual end date for a learner. You can't have a date in advance. Hope this helps.
Dean Cox commented,
Thank you Steveh, we are not putting anyone on programme without the cohort being reserved prior, but I am told we cannot send for final approval (to make it live) until the learner has actually started. There is then difficulties in getting the employer to approve (so it is stuck in a datalock), but for the odd learner the cohort has disappeared altogether (so the employer is deleting them whether on purpose or in error). If these are non-levy and have not given permissions then it is difficult to secure again in the same or nearby month. We're unsure of a failsafe way to protect ourselves from these scenarios. Thanks.
Thank you Steveh, we are not putting anyone on programme without the cohort being reserved prior, but I am told we cannot send for final approval (to make it live) until the learner has actually st...
Dean Cox commented,
Thank you for your angle Steveh and for confirming Martin. We are struggling to get back to the figure that would put us as needs improvement, as our percentages are nowhere near the threshold, so it has to be over 250 learners past planned end date, but still struggling to get to that many learners from our own checks. Does that figure only relate those that have exceeded their planned learning end date in this funding year only, and would have to put up with the coloured rating (even if those under 180 days are subsequently completed), and would reset in the new funding year? Thanks.
Thank you for your angle Steveh and for confirming Martin. We are struggling to get back to the figure that would put us as needs improvement, as our percentages are nowhere near the threshold, so ...
Dean Cox commented,
I've always found it to be released around 3 working days after the submission deadline. So due to the bank holidays we are unlikely to receive the reports until tomorrow (maybe even Friday).
I've always found it to be released around 3 working days after the submission deadline. So due to the bank holidays we are unlikely to receive the reports until tomorrow (maybe even Friday).
Dean Cox commented,
Thanks Ruth Canham-James, to further confuse things, the employer is a levy payer. On the ESFA payment reports, the funds for the learner falls fully under co-investment (from the ESFA), as it would for those who are fully funded by the ESFA, however it lists the contract as levy. I can remove the Small Employer Waiver no problem, but I am unsure of the impact it has there as they would have levy funds secured on DAS anyway?
Thanks Ruth Canham-James, to further confuse things, the employer is a levy payer. On the ESFA payment reports, the funds for the learner falls fully under co-investment (from the ESFA), as it woul...
Dean Cox commented,
Chloe thanks for this. When learning aims are only one day however, it pulls through on the PDSAT reports (and we were told to switch learners off the ILR in this scenario - this was for the programme aims and functional skills wasn't mentioned though), so there doesn't seem to be any way to completely clear it. Also, how do you anticipate any clawbacks with this scenario of aims/funds being changed in a previous funding year, would you do an EAS or will it be clawed back by ESFA at R14 reconciliation?
Chloe thanks for this. When learning aims are only one day however, it pulls through on the PDSAT reports (and we were told to switch learners off the ILR in this scenario - this was for the progra...