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As you've mentioned, the residual amount would be the 20% completion payment. So if the overall TNP originally was 10,000, and all OPPs have been exhausted, this would mean there was 2,000 remaining.
To reserve funds for the employer they'd have to first give you permission to do so. Guidance here.
Otherwise they can reserve funds themselves. Guidance here.
Funds should ideally be reserved in advance, but the ESFA have recently relaxed this slightly and now allow for funding reservations to be backdated by 1 month.
Yes. on the basis that you should've received all on-programme earnings given the learner is now past their planned end date. The only funding remaining is the amount originally held back for completion.
EDIT: If you check your monthly payment report it should show 0s in the months following the planned end date, which would indicate the 80% has been exhausted
If you're processing it as a change of employer on the ILR (i.e., not a withdrawal and restart) then it shouldn't matter because you won't need to do anything with the planned end date. The date used in the Apprenticeship Service is when EPA is expected to take place, so won't match the ILR anyway. It's also not a field that they look at when doing the ILR/DAS matching process.
If you are withdrawing and restarting, then you can set the planned end date according to whatever is appropriate i.e., according to whatever training is left.
Sarah Sandy
Change of employer - no OPP's left
Created
Hi I have a scenario I need help with.
A learner has passed their end date has now changed employer.
There are no OPP's left to claim apart from the 20% completion payment.
How would I, and for what amount would I reserve funds on the digital account?
What would be my next steps?
Many thanks