Correcting Apprenticeship Financial Record in ILR

I don't know if it applies in this case but back in the 19/20 academic year (when your learner started) the full delivery cost for training was entered against TNP1. This changed in the 22/23 year (see below from the App funding rules summary of changes for 22/23 page 4). 

"Where your standard has a higher delivery cost than the assigned funding band (e.g. the funding band max is £10,000 but your delivery cost is £12,000) we no longer need you to report your delivery cost (i.e. the £12,000). The price you enter into the ILR and the apprenticeship service must be the funding band maximum minus the cost of any relevant prior learning you have agreed with the employer, minus any additional adjustment agreed with the employer (e.g. large cohort discount)."

I understand that the funding rules applicable when the apprentice starts learning will be applicable throughout the apprenticeship. Is that correct?

If so, can you clarify what the 'full delivery cost for training' means? Would this include the top-up payment from the employer?

If "Top up payment" means "price above the funding band max" then yes, in 2019 the ILR price should include that and should continue to include that for this apprentice until they complete. The only exceptions to more recent rules applying to apprentices who started in earlier years is where the more recent rules specify that certain clauses apply to all learners continuing into the next year (e.g. frequency of evidence of learning activity or programme reviews)

If you still do decide that the price does need to be corrected, then you would enter the corrected prices as TNP 1 and TNP2, but they must have a date of 01/08/2023. Adding changed TNPs with dates in closed funding years does not work, and it makes sense that it wouldn't. 

I'm also fairly sure the PMR is for co-investment, not for the employer paying over the FBM. See Provider Support extract below:

• Payment record (PMR): this is used to record co-investment contributions from the employer to the training provider or (for standards only) for the end point assessment organisation. Co-investment contributions reimbursed to the employer are also recorded as payment records.

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And also an extract from the 19/20 rules, where only co-investment is mentioned with regards to the ILR; payments above the FBM must be "evidenced" for audit, but no mention of the ILR.

P311.5 Additional information where an apprenticeship or part of an apprenticeship is funded through government-employer co-investment. In these circumstances you must:  

P311.5.1  evidence you have collected the required employer co-investment contribution; and

P311.5.2 ensure employer co-investment payments match information on the ILR.

P311.6 Evidence you have collected payments from the employer where they are paying for apprenticeship training above the funding band maximum.  

Andrew Traynor Forgot to subscribe myself to the topic so I missed your question. I agree with what Becky has put (that the TNP for 19/20 starts includes the amount over the funding cap) but can't now recall if you need to record the employer's payment of this amount as a PMR on the ILR, as opposed to just holding the evidence on file. Looking in the various historical documents for 19/20 I can't find anything to say that you must enter PMR1 for them but I may be missing it. An instinct says that it wouldn't hurt to do so but it comes down to whether the system calculates the % contribution required relevant to the band cap or the amount in the TNP. Maybe some of the other 'lifers' on here can recall better than I can!

Some links if you want to take a closer look:

• https://www.gov.uk/government/publications/apprenticeship-technical-funding-guide
• https://www.gov.uk/guidance/apprenticeship-funding-rules#to-2020-rules
• https://www.gov.uk/government/publications/ilr-guides-and-templates-for-2019-to-2020